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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI Worldwide COM 004498101   10,771,590 468,330 SH   SOLE   450,000 0 18,330
AeroVironment COM 008073108   124,504,155 1,453,469 SH   SOLE   756,540 0 696,929
Alarm.Com Holdings COM 011642105   9,486,701 191,728 SH   SOLE   580 0 191,148
ANSYS COM 03662Q105   70,344,002 291,171 SH   SOLE   119,673 0 171,498
AspenTech COM 29109X106   2,602,007 12,668 SH   SOLE   0 0 12,668
Azenta COM 114340102   27,291,964 468,773 SH   SOLE   206,571 0 262,202
Bio Techne COM 09073M104   71,823,808 866,600 SH   SOLE   341,372 0 525,228
Blackbaud COM 09227Q100   29,582,035 502,583 SH   SOLE   162,913 0 339,670
Cerence COM 156727109   12,615,113 680,794 SH   SOLE   217,396 0 463,398
Charles River Labs COM 159864107   36,825,100 169,000 SH   SOLE   130,000 0 39,000
Cognex COM 192422103   74,840,689 1,588,637 SH   SOLE   733,270 0 855,367
Cognyte Software COM M25133105   12,593,457 4,049,343 SH   SOLE   1,326,125 0 2,723,218
CommVault Systems COM 204166102   31,794,778 505,964 SH   SOLE   293,047 0 212,917
Costar Group COM 22160N109   62,762,643 812,146 SH   SOLE   329,595 0 482,551
CyberArk Software COM M2682V108   112,900,905 870,813 SH   SOLE   372,422 0 498,391
DexCom COM 252131107   32,003,549 282,617 SH   SOLE   2,416 0 280,201
Dolby Laboratories COM 25659T107   5,546,207 78,625 SH   SOLE   0 0 78,625
Dorman Products COM 258278100   12,783,930 158,080 SH   SOLE   140,000 0 18,080
FactSet Research COM 303075105   95,977,456 239,220 SH   SOLE   91,047 0 148,173
Forrester Research COM 346563109   4,999,248 139,800 SH   SOLE   12,000 0 127,800
Fortinet COM 34959E109   174,304,584 3,565,240 SH   SOLE   1,750,959 0 1,814,281
Forward Air COM 349853101   6,768,027 64,525 SH   SOLE   0 0 64,525
Franklin Electric COM 353514102   1,993,750 25,000 SH   SOLE   0 0 25,000
Gentex COM 371901109   58,557,989 2,147,341 SH   SOLE   1,107,015 0 1,040,326
Globant S.A. COM L44385109   401,062 2,385 SH   SOLE   0 0 2,385
Graham COM 384556106   233,285 24,250 SH   SOLE   0 0 24,250
Guidewire Software COM 40171V100   24,559,617 392,577 SH   SOLE   116,142 0 276,435
Haemonetics COM 405024100   6,370,257 80,995 SH   SOLE   10,000 0 70,995
ICON PLC COM G4705A100   129,636,428 667,369 SH   SOLE   373,866 0 293,503
IDEXX Lab COM 45168D104   156,317,625 383,169 SH   SOLE   188,227 0 194,942
Illumina COM 452327109   46,397,216 229,462 SH   SOLE   108,081 0 121,381
Jack Henry & Associates COM 426281101   82,224,404 468,355 SH   SOLE   230,061 0 238,294
Kornit Digital COM M6372Q113   47,721,530 2,077,559 SH   SOLE   1,003,172 0 1,074,387
Kratos Defense COM 50077B207   12,194,494 1,181,637 SH   SOLE   669,000 0 512,637
LiveRamp Holdings COM 53815P108   20,803,516 887,522 SH   SOLE   564,000 0 323,522
Manhattan Assocs COM 562750109   160,498,691 1,322,065 SH   SOLE   710,430 0 611,635
Medpace Holdings COM 58506q109   91,264,718 429,663 SH   SOLE   168,673 0 260,990
Merit Medical Systems COM 589889104   12,897,684 182,635 SH   SOLE   130,000 0 52,635
Monolithic Power Systems COM 609839105   2,542,456 7,190 SH   SOLE   0 0 7,190
Morningstar COM 617700109   39,949,592 184,448 SH   SOLE   111,233 0 73,215
National Instruments COM 636518102   23,418,290 634,642 SH   SOLE   4,453 0 630,189
NICE COM 653656108   102,359,752 532,292 SH   SOLE   231,157 0 301,135
O'Reilly Automotive COM 67103H107   633,022 750 SH   SOLE   0 0 750
OraSure Tech COM 68554V108   11,257,693 2,335,621 SH   SOLE   1,735,000 0 600,621
Paycom Software COM 70432V102   21,811,690 70,290 SH   SOLE   503 0 69,787
Qualys COM 74758T303   78,505,558 699,506 SH   SOLE   304,530 0 394,976
QuidelOrtho COM 219798105   13,071,614 152,581 SH   SOLE   99,000 0 53,581
RBC Bearings COM 75524b104   41,466,583 198,073 SH   SOLE   1,859 0 196,214
Repligen COM 759916109   23,830,552 140,751 SH   SOLE   1,401 0 139,350
ResMed COM 761152107   108,840,335 522,944 SH   SOLE   248,419 0 274,525
SEI Investments COM 784117103   27,871,423 478,069 SH   SOLE   317,700 0 160,369
Spdr S&P 500 Series 1 COM 78462F103   820,312 2,145 SH   SOLE   0 0 2,145
SPS Commerce COM 78463m107   22,926,553 178,514 SH   SOLE   1,235 0 177,279
STAAR Surgical COM 852312305   6,129,000 126,267 SH   SOLE   2,335 0 123,932
Tradeweb Markets COM 892672106   20,334,193 313,171 SH   SOLE   2,812 0 310,359
Trimble COM 896239100   19,263,360 381,000 SH   SOLE   359,000 0 22,000
Tyler Technologies COM 902252105   1,372,177 4,256 SH   SOLE   0 0 4,256
Varonis Systems COM 922280102   275,645 11,514 SH   SOLE   0 0 11,514
Veeva Systems COM 922475108   54,781,732 339,458 SH   SOLE   161,557 0 177,901
Verint Systems COM 92343X100   56,948,172 1,569,685 SH   SOLE   889,304 0 680,381
Zebra Technologies COM 989207105   282,051 1,100 SH   SOLE   0 0 1,100