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 17,253,375 208,500 SH   SOLE   208,500 0 0
ACI WORLDWIDE INC COM 004498101 BBG001S9KLL5 5,816,161 141,823 SH   SOLE   141,823 0 0
ACUITY INC COM 00508Y102 BBG001SBG656 3,642,860 13,000 SH   SOLE   13,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 35,398,854 174,010 SH   SOLE   174,010 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 5,018,400 40,000 SH   SOLE   40,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 37,382,800 130,000 SH   SOLE   130,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 29,574,340 142,000 SH   SOLE   142,000 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 2,306,410 30,500 SH   SOLE   30,500 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 BBG001S8JK86 46,574,815 364,692 SH   SOLE   364,692 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 8,750,961 55,449 SH   SOLE   55,449 0 0
APPLE INC COM 037833100 BBG001S5N8V8 7,893,263 31,102 SH   SOLE   31,102 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 35,218,577 132,740 SH   SOLE   132,740 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 21,493,194 54,003 SH   SOLE   54,003 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 8,733,186 69,300 SH   SOLE   69,300 0 0
ASSURED GUARANTY LTD COM G0585R106 BBG001SCBBM9 4,888,800 60,000 SH   SOLE   60,000 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 54,720,036 16,200 SH   SOLE   16,200 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 13,894,320 91,200 SH   SOLE   91,200 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 6,118,228 36,100 SH   SOLE   36,100 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,387,500 90,000 SH   SOLE   90,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 81,555,154 1,230,464 SH   SOLE   1,230,464 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 3,564,690 31,000 SH   SOLE   31,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,951,512 701 SH   SOLE   701 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 29,423,973 95,066 SH   SOLE   95,066 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 13,973,280 86,000 SH   SOLE   86,000 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 29,011,929 444,900 SH   SOLE   444,900 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 95,831,526 176,203 SH   SOLE   176,203 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 67,883,641 244,300 SH   SOLE   244,300 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 6,472,228 19,400 SH   SOLE   19,400 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 18,525,050 47,000 SH   SOLE   47,000 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 95,385,325 131,049 SH   SOLE   131,049 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 10,605,951 21,900 SH   SOLE   21,900 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 27,566,741 377,110 SH   SOLE   377,110 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 1,461,714 16,272 SH   SOLE   16,272 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 59,475,566 351,635 SH   SOLE   351,635 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 20,429,370 117,000 SH   SOLE   117,000 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 51,171,616 37,108 SH   SOLE   37,108 0 0
COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 13,014,960 168,000 SH   SOLE   168,000 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 28,597,541 28,700 SH   SOLE   28,700 0 0
CRANE NXT CO COM 224441105 BBG017BXPZ94 3,056,427 75,300 SH   SOLE   75,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 12,571,202 32,200 SH   SOLE   32,200 0 0
DELTA AIR LINES INC COM NEW 247361702 BBG001SPT759 3,326,470 50,037 SH   SOLE   50,037 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 4,351,380 22,000 SH   SOLE   22,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,698,640 28,000 SH   SOLE   28,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 5,879,042 22,100 SH   SOLE   22,100 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 8,747,029 9,510 SH   SOLE   9,510 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 8,566,614 11,603 SH   SOLE   11,603 0 0
ENOVA INTL INC COM 29357K103 BBG0022PSJT4 1,901,620 14,000 SH   SOLE   14,000 0 0
ENPRO INC COM 29355X107 BBG001SCK8H2 7,920,540 31,600 SH   SOLE   31,600 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 37,841,700 187,800 SH   SOLE   187,800 0 0
EPLUS INC COM 294268107 BBG001S99YL0 9,774,975 129,900 SH   SOLE   129,900 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 21,103,724 492,043 SH   SOLE   492,043 0 0
EXLSERVICE HLDGS INC COM 302081104 BBG001SKWX40 17,784,779 584,065 SH   SOLE   584,065 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 14,557,275 223,100 SH   SOLE   223,100 0 0
FABRINET SHS G3323L100 BBG001SP57F4 23,311,944 44,700 SH   SOLE   44,700 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 25,514,206 23,900 SH   SOLE   23,900 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 28,314,958 261,836 SH   SOLE   261,836 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 5,501,132 25,400 SH   SOLE   25,400 0 0
GATX CORP COM 361448103 BBG001S5RM34 23,417,162 137,151 SH   SOLE   137,151 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 4,661,549 5,510 SH   SOLE   5,510 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG001S5RNK3 9,262,599 28,015 SH   SOLE   28,015 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 88,483,517 322,697 SH   SOLE   322,697 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 3,045,686 10,016 SH   SOLE   10,016 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 27,655,102 49,218 SH   SOLE   49,218 0 0
INSMED INC COM PAR $.01 457669307 BBG001S9SKW7 15,043,840 92,000 SH   SOLE   92,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 3,833,694 57,160 SH   SOLE   57,160 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 25,924,934 164,833 SH   SOLE   164,833 0 0
INTUIT COM 461202103 BBG001S6TWR2 11,851,536 27,410 SH   SOLE   27,410 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 12,796,298 75,034 SH   SOLE   75,034 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 25,912,080 136,000 SH   SOLE   136,000 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,529,920 12,000 SH   SOLE   12,000 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 10,466,130 35,800 SH   SOLE   35,800 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 62,796,789 135,300 SH   SOLE   135,300 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 2,527,000 190,000 SH   SOLE   190,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 10,669,575 48,046 SH   SOLE   48,046 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 25,650,030 49,000 SH   SOLE   49,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 22,894,900 70,000 SH   SOLE   70,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 14,222,900 82,000 SH   SOLE   82,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 14,316,807 28,653 SH   SOLE   28,653 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 15,611,937 32,512 SH   SOLE   32,512 0 0
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 9,512,340 138,000 SH   SOLE   138,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 37,477,406 65,505 SH   SOLE   65,505 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 21,287,637 63,011 SH   SOLE   63,011 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 20,921,448 56,518 SH   SOLE   56,518 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 64,154,519 58,677 SH   SOLE   58,677 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 60,799,197 140,100 SH   SOLE   140,100 0 0
MSA SAFETY INC COM 553498106 BBG001S5TCN2 12,722,520 77,600 SH   SOLE   77,600 0 0
MSCI INC COM 55354G100 BBG001SV8B05 85,694,023 158,984 SH   SOLE   158,984 0 0
NETFLIX INC. COM 64110L106 BBG001SF6L46 26,248,950 273,000 SH   SOLE   273,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 44,676,286 256,171 SH   SOLE   256,171 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 8,307,900 90,000 SH   SOLE   90,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 4,829,727 33,017 SH   SOLE   33,017 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 21,485,760 24,000 SH   SOLE   24,000 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 22,247,652 225,042 SH   SOLE   225,042 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 19,351,083 77,256 SH   SOLE   77,256 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 5,024,789 25,347 SH   SOLE   25,347 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 61,155,312 112,600 SH   SOLE   112,600 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 56,639,229 258,603 SH   SOLE   258,603 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 7,826,000 520,000 SH   SOLE   520,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 23,614,560 414,000 SH   SOLE   414,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 14,760,900 213,000 SH   SOLE   213,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 8,042,700 85,000 SH   SOLE   85,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 17,982,984 336,697 SH   SOLE   336,697 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 48,007,832 135,669 SH   SOLE   135,669 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 24,640,453 372,719 SH   SOLE   372,719 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 24,326,045 57,192 SH   SOLE   57,192 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 14,937,347 80,020 SH   SOLE   80,020 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 8,307,450 110,193 SH   SOLE   110,193 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 42,480,756 406,320 SH   SOLE   406,320 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 8,066,160 68,000 SH   SOLE   68,000 0 0
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 7,928,844 46,200 SH   SOLE   46,200 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 6,801,921 51,100 SH   SOLE   51,100 0 0
SPX TECHNOLOGIES INC COM 78473E103 BBG001S5W9N5 29,171,246 145,900 SH   SOLE   145,900 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 11,578,311 156,633 SH   SOLE   156,633 0 0
STRATEGY INC CL A NEW 594972408 BBG001SC7PX1 17,222,400 138,000 SH   SOLE   138,000 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 28,854,474 87,813 SH   SOLE   87,813 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 1,308,384 3,300 SH   SOLE   3,300 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 3,610,900 21,403 SH   SOLE   21,403 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 74,960,739 123,900 SH   SOLE   123,900 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 18,773,375 50,500 SH   SOLE   50,500 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 6,869,824 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,179,672 2,400 SH   SOLE   2,400 0 0
TOPBUILD COR COM 89055F103 BBG0077VS2G6 13,279,140 37,800 SH   SOLE   37,800 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 20,003,520 48,000 SH   SOLE   48,000 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 28,112,893 24,257 SH   SOLE   24,257 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 70,558,355 206,082 SH   SOLE   206,082 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 21,003,560 292,000 SH   SOLE   292,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 9,377,340 21,000 SH   SOLE   21,000 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 14,211,171 47,019 SH   SOLE   47,019 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 95,955,420 590,713 SH   SOLE   590,713 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 37,408,522 128,866 SH   SOLE   128,866 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 2,448,526 15,800 SH   SOLE   15,800 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 91,273,537 255,011 SH   SOLE   255,011 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 3,507,840 27,000 SH   SOLE   27,000 0 0