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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,660,989 16,308 SH   SOLE   14,676 0 1,632
ADDUS HOMECARE CORP COM 006739106   15,377,817 144,041 SH   SOLE   140,685 0 3,356
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,434,347 3,722 SH   SOLE   3,521 0 201
ADVANCED MICRO DEVICES INC COM 007903107   333,136 3,399 SH   SOLE   3,399 0 0
AEROVIRONMENT INC COM 008073108   14,459,090 157,747 SH   SOLE   154,298 0 3,449
ALLEGRO MICROSYSTEMS INC COM 01749D105   12,389,818 258,175 SH   SOLE   252,256 0 5,919
ALPHABET INC CAP STK CL A 02079K305   6,014,162 57,979 SH   SOLE   53,376 0 4,603
AMAZON COM INC COM 023135106   6,795,552 65,791 SH   SOLE   60,244 0 5,547
AMN HEALTHCARE SVCS INC COM 001744101   7,966,068 96,023 SH   SOLE   93,816 0 2,207
APPLE INC COM 037833100   7,875,129 47,757 SH   SOLE   43,922 0 3,835
APPLIED INDL TECHNOLOGIES IN COM 03820C105   17,120,439 120,456 SH   SOLE   117,674 0 2,782
APTIV PLC SHS G6095L109   1,323,842 11,800 SH   SOLE   11,800 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,360,640 306,179 SH   SOLE   146,239 0 159,940
ASPEN AEROGELS INC COM 04523Y105   4,490,383 602,736 SH   SOLE   588,686 0 14,050
AVID BIOSERVICES INC COM 05368M106   9,213,467 491,123 SH   SOLE   479,670 0 11,453
AXOS FINANCIAL INC COM 05465C100   14,318,425 387,823 SH   SOLE   378,876 0 8,947
BIONTECH SE SPONSORED ADS 09075V102   11,243,564 90,259 SH   SOLE   30,142 0 60,117
BJS WHSL CLUB HLDGS INC COM 05550J101   12,257,463 161,134 SH   SOLE   157,479 0 3,655
BOOKING HOLDINGS INC COM 09857L108   3,490,572 1,316 SH   SOLE   1,133 0 183
BOYD GAMING CORP COM 103304101   15,994,931 249,453 SH   SOLE   243,644 0 5,809
BRINKS CO COM 109696104   16,292,310 243,897 SH   SOLE   238,224 0 5,673
BURLINGTON STORES INC COM 122017106   276,069 1,366 SH   SOLE   1,366 0 0
CACTUS INC CL A 127203107   11,029,989 267,523 SH   SOLE   261,295 0 6,228
CALIX INC COM 13100M509   11,330,159 211,423 SH   SOLE   206,569 0 4,854
CDW CORP COM 12514G108   1,843,659 9,460 SH   SOLE   9,060 0 400
CHARLES RIV LABS INTL INC COM 159864107   235,726 1,168 SH   SOLE   1,168 0 0
CHART INDS INC COM 16115Q308   7,973,684 63,586 SH   SOLE   62,118 0 1,468
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,550,234 3,249 SH   SOLE   2,927 0 322
CINTAS CORP COM 172908105   7,054,482 15,247 SH   SOLE   13,828 0 1,419
CONSTELLATION BRANDS INC CL A 21036P108   1,725,348 7,638 SH   SOLE   7,215 0 423
COSTAR GROUP INC COM 22160N109   1,265,945 18,387 SH   SOLE   18,387 0 0
COSTCO WHSL CORP NEW COM 22160K105   7,371,066 14,835 SH   SOLE   13,300 0 1,535
CROWN CASTLE INC COM 22822V101   1,471,972 10,998 SH   SOLE   10,698 0 300
CRYOPORT INC COM PAR $0.001 229050307   6,447,600 268,650 SH   SOLE   262,381 0 6,269
D R HORTON INC COM 23331A109   375,813 3,847 SH   SOLE   3,847 0 0
DANAHER CORPORATION COM 235851102   5,198,829 20,627 SH   SOLE   18,354 0 2,273
DARLING INGREDIENTS INC COM 237266101   1,965,218 33,651 SH   SOLE   29,102 0 4,549
DESCARTES SYS GROUP INC COM 249906108   3,691,919 45,801 SH   SOLE   32,696 0 13,105
DISNEY WALT CO COM 254687106   5,056,164 50,496 SH   SOLE   45,192 0 5,304
DOUBLEVERIFY HLDGS INC COM 25862V105   15,439,212 512,080 SH   SOLE   500,365 0 11,715
EARTHSTONE ENERGY INC CL A 27032D304   9,967,039 766,106 SH   SOLE   748,503 0 17,603
ENDAVA PLC ADS 29260V105   285,985 4,257 SH   SOLE   366 0 3,891
ENPRO INDS INC COM 29355X107   9,677,701 93,153 SH   SOLE   90,994 0 2,159
ENSIGN GROUP INC COM 29358P101   16,932,098 177,225 SH   SOLE   173,143 0 4,082
EOG RES INC COM 26875P101   5,458,107 47,615 SH   SOLE   42,407 0 5,208
EQUINIX INC COM 29444U700   2,235,224 3,100 SH   SOLE   2,984 0 116
ETSY INC COM 29786A106   2,169,154 19,484 SH   SOLE   17,417 0 2,067
EVOLENT HEALTH INC CL A 30050B101   10,558,678 325,383 SH   SOLE   317,878 0 7,505
FORTIVE CORP COM 34959J108   205,942 3,021 SH   SOLE   3,021 0 0
FOX FACTORY HLDG CORP COM 35138V102   21,480,791 176,986 SH   SOLE   172,886 0 4,100
FRESHPET INC COM 358039105   16,756,396 253,156 SH   SOLE   247,285 0 5,871
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   1,434,893 4,682 SH   SOLE   1,939 0 2,743
H & E EQUIPMENT SERVICES INC COM 404030108   10,082,420 227,954 SH   SOLE   222,662 0 5,292
HALOZYME THERAPEUTICS INC COM 40637H109   16,367,088 428,570 SH   SOLE   418,664 0 9,906
HCA HEALTHCARE INC COM 40412C101   1,076,605 4,083 SH   SOLE   3,879 0 204
HDFC BANK LTD SPONSORED ADS 40415F101   2,180,109 32,700 SH   SOLE   21,343 0 11,357
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106   180 18,005 SH   SOLE   12,658 0 5,347
HEICO CORP NEW COM 422806109   3,577,986 20,919 SH   SOLE   18,027 0 2,892
HERITAGE CRYSTAL CLEAN INC COM 42726M106   9,110,783 255,849 SH   SOLE   249,878 0 5,971
HUBSPOT INC COM 443573100   492,205 1,148 SH   SOLE   1,148 0 0
ICICI BANK LIMITED ADR 45104G104   6,654,538 308,366 SH   SOLE   255,616 0 52,750
IMPINJ INC COM 453204109   7,865,987 58,043 SH   SOLE   56,689 0 1,354
INGEVITY CORP COM 45688C107   9,133,104 127,700 SH   SOLE   124,772 0 2,928
INMODE LTD SHS M5425M103   7,848,801 245,582 SH   SOLE   223,186 0 22,396
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   2,182,886 26,440 SH   SOLE   21,931 0 4,509
ISHARES INC MSCI TAIWAN ETF 46434G772   254,769 5,629 SH   SOLE   5,629 0 0
ISHARES TR MSCI INDONIA ETF 46429B309   235,106 9,996 SH   SOLE   9,996 0 0
ISHARES TR MSCI CHINA ETF 46429B671   1,016,060 20,366 SH   SOLE   0 0 20,366
JPMORGAN CHASE & CO COM 46625H100   4,836,456 37,115 SH   SOLE   33,244 0 3,871
KINSALE CAP GROUP INC COM 49714P108   21,015,367 70,016 SH   SOLE   68,367 0 1,649
LANTHEUS HLDGS INC COM 516544103   14,867,818 180,085 SH   SOLE   175,876 0 4,209
LIVENT CORP COM 53814L108   10,430,878 480,243 SH   SOLE   469,035 0 11,208
MASTERCARD INCORPORATED CL A 57636Q104   802,409 2,208 SH   SOLE   2,208 0 0
MEDPACE HLDGS INC COM 58506Q109   8,041,770 42,764 SH   SOLE   41,768 0 996
MERCADOLIBRE INC COM 58733R102   3,937,045 2,987 SH   SOLE   2,509 0 478
MERIT MED SYS INC COM 589889104   12,825,149 173,430 SH   SOLE   169,378 0 4,052
MGP INGREDIENTS INC NEW COM 55303J106   10,072,179 104,138 SH   SOLE   101,726 0 2,412
MICROCHIP TECHNOLOGY INC. COM 595017104   1,453,583 17,350 SH   SOLE   16,489 0 861
MICROSOFT CORP COM 594918104   5,886,798 20,419 SH   SOLE   19,584 0 835
MODERNA INC COM 60770K107   3,167,895 20,627 SH   SOLE   18,630 0 1,997
MONOLITHIC PWR SYS INC COM 609839105   2,866,092 5,726 SH   SOLE   4,916 0 810
MOTOROLA SOLUTIONS INC COM NEW 620076307   446,649 1,561 SH   SOLE   0 0 1,561
MSA SAFETY INC COM 553498106   11,391,733 85,331 SH   SOLE   83,352 0 1,979
MSCI INC COM 55354G100   3,160,569 5,647 SH   SOLE   4,999 0 648
NAPCO SEC TECHNOLOGIES INC COM 630402105   14,597,575 388,440 SH   SOLE   379,433 0 9,007
NICE LTD SPONSORED ADR 653656108   303,508 1,326 SH   SOLE   1,326 0 0
NIKE INC CL B 654106103   1,154,042 9,410 SH   SOLE   9,410 0 0
NUTANIX INC CL A 67059N108   11,994,281 461,496 SH   SOLE   450,749 0 10,747
NVIDIA CORPORATION COM 67066G104   2,004,944 7,218 SH   SOLE   6,206 0 1,012
OLLIES BARGAIN OUTLET HLDGS COM 681116109   6,318,357 109,050 SH   SOLE   106,512 0 2,538
ONTO INNOVATION INC COM 683344105   9,514,680 108,269 SH   SOLE   105,747 0 2,522
PALOMAR HLDGS INC COM 69753M105   13,350,286 241,853 SH   SOLE   236,217 0 5,636
PERFICIENT INC COM 71375U101   7,141,251 98,923 SH   SOLE   96,599 0 2,324
PERFORMANCE FOOD GROUP CO COM 71377A103   13,830,833 229,215 SH   SOLE   216,990 0 12,225
PJT PARTNERS INC COM CL A 69343T107   8,047,298 111,474 SH   SOLE   108,865 0 2,609
PLANET FITNESS INC CL A 72703H101   333,360 4,292 SH   SOLE   4,292 0 0
PROCTER AND GAMBLE CO COM 742718109   468,374 3,150 SH   SOLE   3,150 0 0
PTC THERAPEUTICS INC COM 69366J200   11,753,433 242,639 SH   SOLE   236,989 0 5,650
QUALCOMM INC COM 747525103   463,881 3,636 SH   SOLE   3,636 0 0
RUSH ENTERPRISES INC CL A 781846209   13,416,346 245,721 SH   SOLE   239,955 0 5,766
S&P GLOBAL INC COM 78409V104   1,377,356 3,995 SH   SOLE   3,808 0 187
SALESFORCE INC COM 79466L302   418,339 2,094 SH   SOLE   1,763 0 331
SERVICENOW INC COM 81762P102   1,591,201 3,424 SH   SOLE   3,424 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   13,821,331 183,721 SH   SOLE   179,437 0 4,284
SPROUT SOCIAL INC COM CL A 85209W109   15,245,265 250,415 SH   SOLE   244,628 0 5,787
STRYKER CORPORATION COM 863667101   2,808,739 9,839 SH   SOLE   9,470 0 369
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,120,669 108,801 SH   SOLE   87,287 0 21,514
TEXAS ROADHOUSE INC COM 882681109   18,136,863 167,841 SH   SOLE   163,946 0 3,895
TRACTOR SUPPLY CO COM 892356106   1,806,988 7,688 SH   SOLE   6,949 0 739
UNITED RENTALS INC COM 911363109   3,359,211 8,488 SH   SOLE   7,275 0 1,213
UNITEDHEALTH GROUP INC COM 91324P102   4,838,376 10,238 SH   SOLE   9,347 0 891
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   833,303 20,657 SH   SOLE   20,657 0 0
WASTE CONNECTIONS INC COM 94106B101   567,406 4,080 SH   SOLE   1,605 0 2,475
WASTE MGMT INC DEL COM 94106L109   459,160 2,814 SH   SOLE   2,384 0 430
WORKIVA INC COM CL A 98139A105   19,257,586 188,044 SH   SOLE   183,662 0 4,382
ZOETIS INC CL A 98978V103   2,196,176 13,195 SH   SOLE   12,657 0 538