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
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 15,376,875 208,500 SH   SOLE   208,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 24,545,743 82,123 SH   SOLE   82,123 0 0
ACI WORLDWIDE INC COM 004498101 BBG001S9KLL5 6,510,268 141,805 SH   SOLE   141,805 0 0
ACUITY INC COM 00508Y102 BBG001SBG656 11,038,580 37,000 SH   SOLE   37,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 32,353,200 228,000 SH   SOLE   228,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 3,288,890 29,000 SH   SOLE   29,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 28,196,800 160,000 SH   SOLE   160,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 32,369,020 147,541 SH   SOLE   147,541 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 4,591,934 59,900 SH   SOLE   59,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 62,943,715 498,722 SH   SOLE   498,722 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 6,638,058 18,900 SH   SOLE   18,900 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 12,768,796 55,449 SH   SOLE   55,449 0 0
APPLE INC COM 037833100 BBG001S5N8V8 6,778,688 33,039 SH   SOLE   33,039 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 19,525,800 84,000 SH   SOLE   84,000 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 20,658,571 59,011 SH   SOLE   59,011 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 48,215,981 308,227 SH   SOLE   308,227 0 0
ASGN INC COM 00191U102 BBG001S71HP5 1,003,593 20,100 SH   SOLE   20,100 0 0
ASSURED GUARANTY LTD COM G0585R106 BBG001SCBBM9 5,226,000 60,000 SH   SOLE   60,000 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 20,747,265 84,700 SH   SOLE   84,700 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 5,174,000 32,500 SH   SOLE   32,500 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5,205,200 110,000 SH   SOLE   110,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 95,177,740 1,295,464 SH   SOLE   1,295,464 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 2,088,860 38,000 SH   SOLE   38,000 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 5,085,720 34,000 SH   SOLE   34,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 10,432,353 1,802 SH   SOLE   1,802 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 24,813,213 90,017 SH   SOLE   90,017 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 49,326,063 444,900 SH   SOLE   444,900 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 83,996,447 176,204 SH   SOLE   176,204 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 89,147,795 289,300 SH   SOLE   289,300 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 7,243,960 19,400 SH   SOLE   19,400 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 13,542,620 49,000 SH   SOLE   49,000 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 88,889,034 174,200 SH   SOLE   174,200 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 9,036,144 20,800 SH   SOLE   20,800 0 0
CDW CORP COM 12514G108 BBG001V18TB6 61,385,714 343,724 SH   SOLE   343,724 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 41,629,041 397,110 SH   SOLE   397,110 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 60,144,620 123,518 SH   SOLE   123,518 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 2,975,950 53,000 SH   SOLE   53,000 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 29,972,962 296,762 SH   SOLE   296,762 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 111,799,407 501,635 SH   SOLE   501,635 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 24,186,263 69,007 SH   SOLE   69,007 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 71,106,822 132,610 SH   SOLE   132,610 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 55,535,634 56,100 SH   SOLE   56,100 0 0
CRANE NXT CO COM 224441105 BBG017BXPZ94 3,277,120 60,800 SH   SOLE   60,800 0 0
CROCS INC COM 227046109 BBG001SDGFR8 7,263,903 71,721 SH   SOLE   71,721 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 17,418,402 34,200 SH   SOLE   34,200 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 10,785,684 54,600 SH   SOLE   54,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 3,147,520 64,000 SH   SOLE   64,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 2,358,227 27,016 SH   SOLE   27,016 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 7,144,800 52,000 SH   SOLE   52,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,720,300 30,000 SH   SOLE   30,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 13,081,450 305,000 SH   SOLE   305,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 5,954,624 22,100 SH   SOLE   22,100 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 7,405,535 9,500 SH   SOLE   9,500 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 10,487,590 19,607 SH   SOLE   19,607 0 0
ENPRO INC COM 29355X107 BBG001SCK8H2 2,528,460 13,200 SH   SOLE   13,200 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 23,401,242 151,700 SH   SOLE   151,700 0 0
EPLUS INC COM 294268107 BBG001S99YL0 10,021,900 139,000 SH   SOLE   139,000 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 15,038,620 283,000 SH   SOLE   283,000 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 26,227,578 595,067 SH   SOLE   595,067 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 23,870,060 545,103 SH   SOLE   545,103 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 25,782,421 345,100 SH   SOLE   345,100 0 0
FABRINET SHS G3323L100 BBG001SP57F4 21,128,556 71,700 SH   SOLE   71,700 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 104,010,924 56,900 SH   SOLE   56,900 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 25,634,769 240,883 SH   SOLE   240,883 0 0
FIRST FINL BANKSHARES INC COM 32020R109 BBG001S7HCY9 7,429,726 206,496 SH   SOLE   206,496 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 4,020,352 44,800 SH   SOLE   44,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 8,131,048 25,400 SH   SOLE   25,400 0 0
GARTNER INC COM 366651107 BBG001S5SD60 87,796,584 217,200 SH   SOLE   217,200 0 0
GATX CORP COM 361448103 BBG001S5RM34 12,101,910 78,809 SH   SOLE   78,809 0 0
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 7,921,800 180,000 SH   SOLE   180,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 5,378,900 7,600 SH   SOLE   7,600 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG001S5RNK3 11,273,669 25,815 SH   SOLE   25,815 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 151,435,304 461,693 SH   SOLE   461,693 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 12,018,780 66,708 SH   SOLE   66,708 0 0
HERC HLDGS INC COM 42704L104 BBG001SNNBX0 1,066,689 8,100 SH   SOLE   8,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 3,200,619 12,017 SH   SOLE   12,017 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 67,695,226 126,217 SH   SOLE   126,217 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 6,889,337 49,892 SH   SOLE   49,892 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 4,053,574 73,156 SH   SOLE   73,156 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 54,643,421 297,833 SH   SOLE   297,833 0 0
INTUIT COM 461202103 BBG001S6TWR2 42,933,711 54,510 SH   SOLE   54,510 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 48,695,310 309,000 SH   SOLE   309,000 0 0
J & J SNACK FOODS CORP COM 466032109 BBG001S5SH98 7,122,148 62,800 SH   SOLE   62,800 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 3,768,830 13,000 SH   SOLE   13,000 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 10,666,320 33,600 SH   SOLE   33,600 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 4,698,876 33,800 SH   SOLE   33,800 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 107,425,176 187,400 SH   SOLE   187,400 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 683,137 3,013 SH   SOLE   3,013 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 3,783,346 240,060 SH   SOLE   240,060 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 12,472,821 87,046 SH   SOLE   87,046 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 9,381,840 31,000 SH   SOLE   31,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 28,860,480 132,000 SH   SOLE   132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 12,428,009 22,116 SH   SOLE   22,116 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 6,937,875 22,105 SH   SOLE   22,105 0 0
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 10,937,160 117,000 SH   SOLE   117,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 55,663,856 75,416 SH   SOLE   75,416 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 16,563,552 14,100 SH   SOLE   14,100 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 6,778,750 55,000 SH   SOLE   55,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 28,119,740 56,532 SH   SOLE   56,532 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 25,264,375 62,500 SH   SOLE   62,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 85,041,945 116,276 SH   SOLE   116,276 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 74,043,006 176,100 SH   SOLE   176,100 0 0
MSA SAFETY INC COM 553498106 BBG001S5TCN2 12,095,666 72,200 SH   SOLE   72,200 0 0
MSCI INC COM 55354G100 BBG001SV8B05 117,638,255 203,971 SH   SOLE   203,971 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 32,815,381 24,505 SH   SOLE   24,505 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 60,215,257 381,133 SH   SOLE   381,133 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 2,378,240 32,000 SH   SOLE   32,000 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 54,582,836 187,261 SH   SOLE   187,261 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 22,141,049 203,073 SH   SOLE   203,073 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 BBG001SH44F0 1,549,090 19,400 SH   SOLE   19,400 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 12,150,948 44,400 SH   SOLE   44,400 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 6,751,558 25,300 SH   SOLE   25,300 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,393,384 15,028 SH   SOLE   15,028 0 0
QUALYS INC COM 74758T303 BBG001SYH860 3,101,422 21,708 SH   SOLE   21,708 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 25,088,960 65,200 SH   SOLE   65,200 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 79,807,199 323,617 SH   SOLE   323,617 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 8,518,800 620,000 SH   SOLE   620,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 29,899,080 414,000 SH   SOLE   414,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 27,620,850 295,000 SH   SOLE   295,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 13,183,500 150,000 SH   SOLE   150,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 17,190,980 304,697 SH   SOLE   304,697 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 70,497,324 124,369 SH   SOLE   124,369 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 12,142,040 235,722 SH   SOLE   235,722 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 35,956,960 68,192 SH   SOLE   68,192 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 12,954,422 47,506 SH   SOLE   47,506 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 BBG003BW05L5 6,714,934 59,630 SH   SOLE   59,630 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 9,548,223 110,193 SH   SOLE   110,193 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 66,171,341 64,364 SH   SOLE   64,364 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 9,689,400 84,000 SH   SOLE   84,000 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 9,351,468 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 6,180,034 51,100 SH   SOLE   51,100 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 3,997,400 460,000 SH   SOLE   460,000 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 14,221,405 104,500 SH   SOLE   104,500 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 10,836,915 104,422 SH   SOLE   104,422 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 48,192,877 121,813 SH   SOLE   121,813 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 24,916,248 48,600 SH   SOLE   48,600 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,903,980 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 47,644,830 93,000 SH   SOLE   93,000 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 19,377,260 61,000 SH   SOLE   61,000 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 7,796,256 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 11,920,524 29,400 SH   SOLE   29,400 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 7,899,256 24,400 SH   SOLE   24,400 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 20,995,680 48,000 SH   SOLE   48,000 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 64,865,940 42,657 SH   SOLE   42,657 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 3,480,320 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 4,631,371 63,322 SH   SOLE   63,322 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 147,665,773 249,082 SH   SOLE   249,082 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 31,068,900 333,000 SH   SOLE   333,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 10,106,040 22,700 SH   SOLE   22,700 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 20,601,579 58,024 SH   SOLE   58,024 0 0
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 2,741,672 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 115,899,531 620,713 SH   SOLE   620,713 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 24,686,558 55,900 SH   SOLE   55,900 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 22,636,633 92,060 SH   SOLE   92,060 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 30,110,381 137,616 SH   SOLE   137,616 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 7,340,932 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 27,842,714 113,602 SH   SOLE   113,602 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 8,640,000 36,000 SH   SOLE   36,000 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 814,555 11,900 SH   SOLE   11,900 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 19,493,750 125,000 SH   SOLE   125,000 0 0