The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abiomed COM 003654100 67,168 271,375 SH   SOLE   107,870 0 163,505
ACI Worldwide COM 004498101 11,987 463,000 SH   SOLE   445,000 0 18,000
AeroVironment COM 008073108 124,187 1,510,790 SH   SOLE   776,804 0 733,986
Alarm.Com Holdings COM 011642105 11,863 191,771 SH   SOLE   580 0 191,191
ANSYS COM 03662Q105 70,927 296,405 SH   SOLE   113,945 0 182,460
AspenTech COM 29109X106 2,325 12,655 SH   SOLE   0 0 12,655
Azenta COM 114340102 41,190 571,294 SH   SOLE   207,011 0 364,283
Bio Techne COM 09073M104 67,068 193,480 SH   SOLE   73,093 0 120,387
Blackbaud COM 09227Q100 37,213 640,822 SH   SOLE   164,383 0 476,439
Cerence COM 156727109 10,945 433,793 SH   SOLE   77,463 0 356,330
Charles River Labs COM 159864107 36,375 170,000 SH   SOLE   130,000 0 40,000
Cognex COM 192422103 67,506 1,587,621 SH   SOLE   733,270 0 854,351
Cognyte Software COM M25133105 10,531 2,477,929 SH   SOLE   1,308,497 0 1,169,432
CommVault Systems COM 204166102 23,871 379,507 SH   SOLE   281,521 0 97,986
Costar Group COM 22160N109 47,916 793,188 SH   SOLE   324,257 0 468,931
CyberArk Software COM M2682V108 110,999 867,451 SH   SOLE   372,422 0 495,029
DexCom COM 252131107 20,985 281,568 SH   SOLE   2,416 0 279,152
Dolby Laboratories COM 25659T107 5,698 79,630 SH   SOLE   0 0 79,630
Dorman Products COM 258278100 17,334 158,000 SH   SOLE   140,000 0 18,000
FactSet Research COM 303075105 96,114 249,925 SH   SOLE   98,047 0 151,878
Forrester Research COM 346563109 6,832 142,800 SH   SOLE   12,000 0 130,800
Fortinet COM 34959E109 209,597 3,704,441 SH   SOLE   1,782,465 0 1,921,976
Forward Air COM 349853101 6,534 71,058 SH   SOLE   0 0 71,058
Franklin Electric COM 353514102 1,831 25,000 SH   SOLE   0 0 25,000
Gentex COM 371901109 60,953 2,179,220 SH   SOLE   1,087,015 0 1,092,205
Globant S.A. COM L44385109 417 2,395 SH   SOLE   0 0 2,395
Graham COM 384556106 210 30,350 SH   SOLE   0 0 30,350
Guidewire Software COM 40171V100 26,497 373,245 SH   SOLE   115,795 0 257,450
Haemonetics COM 405024100 6,420 98,495 SH   SOLE   10,000 0 88,495
ICON PLC COM G4705A100 153,519 708,440 SH   SOLE   374,876 0 333,564
IDEXX Lab COM 45168D104 134,913 384,662 SH   SOLE   188,227 0 196,435
Illumina COM 452327109 42,622 231,191 SH   SOLE   108,081 0 123,110
Jack Henry & Associates COM 426281101 84,663 470,298 SH   SOLE   230,061 0 240,237
Kornit Digital COM M6372Q113 64,832 2,045,187 SH   SOLE   1,003,172 0 1,042,015
Kratos Defense COM 50077B207 28,706 2,068,125 SH   SOLE   679,397 0 1,388,728
LiveRamp Holdings COM 53815P108 22,254 862,220 SH   SOLE   554,000 0 308,220
Manhattan Assocs COM 562750109 152,825 1,333,552 SH   SOLE   710,430 0 623,122
Medpace Holdings COM 58506q109 69,589 464,952 SH   SOLE   183,626 0 281,326
Merit Medical Systems COM 589889104 12,820 236,235 SH   SOLE   180,000 0 56,235
Monolithic Power Systems COM 609839105 3,810 9,921 SH   SOLE   0 0 9,921
Morningstar COM 617700109 44,420 183,683 SH   SOLE   111,233 0 72,450
National Instruments COM 636518102 12,246 392,130 SH   SOLE   670 0 391,460
NICE COM 653656108 102,588 533,061 SH   SOLE   231,157 0 301,904
O'Reilly Automotive COM 67103H107 474 750 SH   SOLE   0 0 750
OraSure Tech COM 68554V108 9,406 3,470,687 SH   SOLE   1,755,273 0 1,715,414
Paycom Software COM 70432V102 19,268 68,786 SH   SOLE   503 0 68,283
Proto Labs COM 743713109 369 7,703 SH   SOLE   0 0 7,703
Quaker Chemical COM 747316107 1,047 7,000 SH   SOLE   0 0 7,000
Qualys COM 74758T303 82,092 650,797 SH   SOLE   294,059 0 356,738
QuidelOrtho COM 219798105 18,290 188,208 SH   SOLE   99,350 0 88,858
RBC Bearings COM 75524B104 36,786 198,895 SH   SOLE   1,859 0 197,036
Repligen COM 759916109 20,736 127,687 SH   SOLE   1,243 0 126,444
ResMed COM 761152107 111,093 529,949 SH   SOLE   248,419 0 281,530
SEI Investments COM 784117103 32,298 597,884 SH   SOLE   402,700 0 195,184
Spdr S&P 500 Series 1 COM 78462F103 809 2,145 SH   SOLE   0 0 2,145
SPS Commerce COM 78463m107 20,352 180,030 SH   SOLE   1,200 0 178,830
STAAR Surgical COM 852312305 4,071 57,398 SH   SOLE   1,462 0 55,936
Tradeweb Markets COM 892672106 20,759 304,157 SH   SOLE   2,812 0 301,345
Trimble COM 896239100 22,186 381,000 SH   SOLE   359,000 0 22,000
Tyler Technologies COM 902252105 1,415 4,256 SH   SOLE   0 0 4,256
Veeva Systems COM 922475108 66,332 334,943 SH   SOLE   161,557 0 173,386
Verint Systems COM 92343X100 68,929 1,627,596 SH   SOLE   885,516 0 742,080
Zebra Technologies COM 989207105 323 1,100 SH   SOLE   0 0 1,100