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
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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
ADEIA INC COM 00676P107   1,490,725 139,581 SH   SOLE N/A 139,581 0 0
ADOBE INC COM 00724F101   61,027,891 119,686 SH   SOLE N/A 111,491 0 8,195
ADTRAN HOLDINGS INC COM 00486H105   2,434,994 295,868 SH   SOLE N/A 295,868 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   68,417,179 611,851 SH   SOLE N/A 508,682 0 103,169
ALARM COM HLDGS INC COM 011642105   564,322 9,230 SH   SOLE N/A 9,230 0 0
ALBANY INTL CORP CL A 012348108   1,718,094 19,913 SH   SOLE N/A 19,913 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   1,914,029 105,051 SH   SOLE N/A 105,051 0 0
ALPHABET INC CAP STK CL C 02079K107   93,650,945 710,284 SH   SOLE N/A 647,930 0 62,354
ALTAIR ENGR INC COM CL A 021369103   2,803,126 44,807 SH   SOLE N/A 44,807 0 0
AMPHENOL CORP NEW CL A 032095101   366,676,319 4,365,714 SH   SOLE N/A 4,129,137 0 236,577
ANSYS INC COM 03662Q105   95,658,754 321,488 SH   SOLE N/A 321,488 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   356,001,444 3,966,148 SH   SOLE N/A 3,350,521 0 615,627
AUTODESK INC COM 052769106   33,378,721 161,320 SH   SOLE N/A 147,017 0 14,303
AVIAT NETWORKS INC COM NEW 05366Y201   12,835,368 411,390 SH   SOLE N/A 411,390 0 0
BADGER METER INC COM 056525108   2,849,201 19,804 SH   SOLE N/A 19,804 0 0
BALL CORP COM 058498106   4,314,582 86,673 SH   SOLE N/A 86,673 0 0
BIO RAD LABS INC CL A 090572207   20,656,040 57,626 SH   SOLE N/A 57,626 0 0
BIO-TECHNE CORP COM 09073M104   331,911,771 4,876,036 SH   SOLE N/A 4,738,095 0 137,941
BOOT BARN HLDGS INC COM 099406100   2,535,726 31,232 SH   SOLE N/A 31,232 0 0
BROADCOM INC COM 11135F101   8,626,404 10,386 SH   SOLE N/A 10,386 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   53,506,407 298,835 SH   SOLE N/A 298,835 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   14,231,599 484,068 SH   SOLE N/A 484,068 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   73,437,242 3,377,978 SH   SOLE N/A 3,105,997 0 271,981
BROWN & BROWN INC COM 115236101   1,030,402,319 14,753,756 SH   SOLE N/A 14,291,297 0 462,459
BURLINGTON STORES INC COM 122017106   57,641,453 426,027 SH   SOLE N/A 426,027 0 0
CAMBIUM NETWORKS CORP SHS G17766109   2,537,345 346,159 SH   SOLE N/A 346,159 0 0
CARGURUS INC COM CL A 141788109   6,370,044 363,587 SH   SOLE N/A 363,587 0 0
CASELLA WASTE SYS INC CL A 147448104   2,039,041 26,724 SH   SOLE N/A 26,724 0 0
CDW CORP COM 12514G108   1,116,258,587 5,532,606 SH   SOLE N/A 5,345,533 0 187,073
CERIDIAN HCM HLDG INC COM 15677J108   1,051,547,306 15,498,118 SH   SOLE N/A 15,051,782 0 446,336
CERTARA INC COM 15687V109   1,609,811 110,716 SH   SOLE N/A 110,716 0 0
CHEFS WHSE INC COM 163086101   2,246,563 106,070 SH   SOLE N/A 106,070 0 0
CINCINNATI FINL CORP COM 172062101   87,591,848 856,309 SH   SOLE N/A 856,309 0 0
CINTAS CORP COM 172908105   121,497,835 252,589 SH   SOLE N/A 252,589 0 0
CLEAN HARBORS INC COM 184496107   511,238,776 3,054,725 SH   SOLE N/A 2,957,738 0 96,987
CLOUDFLARE INC CL A COM 18915M107   819,520 13,000 SH Call SOLE N/A 13,000 0 0
COHERENT CORP COM 19247G107   52,037,071 1,594,273 SH   SOLE N/A 1,594,273 0 0
COHERENT CORP COM 19247G107   30,502,080 934,500 SH Call SOLE N/A 934,500 0 0
COMPASS MINERALS INTL INC COM 20451N101   29,042,090 1,039,073 SH   SOLE N/A 1,039,073 0 0
CORE & MAIN INC CL A 21874C102   134,380,963 4,657,919 SH   SOLE N/A 4,372,128 0 285,791
COSTAR GROUP INC COM 22160N109   1,622,763 21,105 SH   SOLE N/A 15,145 0 5,960
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   1,488,156 97,584 SH   SOLE N/A 97,584 0 0
CRYOPORT INC COM PAR $0.001 229050307   673,559 49,129 SH   SOLE N/A 49,129 0 0
CURTISS WRIGHT CORP COM 231561101   110,577,706 565,239 SH   SOLE N/A 565,239 0 0
DANAHER CORPORATION COM 235851102   283,493,202 1,142,657 SH   SOLE N/A 946,861 0 195,796
DELUXE CORP COM 248019101   1,445,859 76,541 SH   SOLE N/A 76,541 0 0
DOCUSIGN INC COM 256163106   33,535,782 798,471 SH   SOLE N/A 677,708 0 120,763
DUCKHORN PORTFOLIO INC COM 26414D106   73,961,375 7,208,711 SH   SOLE N/A 6,974,196 0 234,515
DZS INC COM 268211109   338,213 161,054 SH   SOLE N/A 161,054 0 0
EMCOR GROUP INC COM 29084Q100   12,605,306 59,914 SH   SOLE N/A 59,914 0 0
ENERGY RECOVERY INC COM 29270J100   2,569,231 121,133 SH   SOLE N/A 121,133 0 0
ENERSYS COM 29275Y102   11,204,763 118,356 SH   SOLE N/A 118,356 0 0
ENOVIS CORPORATION COM 194014502   117,857,298 2,235,109 SH   SOLE N/A 2,235,109 0 0
ENTEGRIS INC COM 29362U104   687,198,164 7,317,625 SH   SOLE N/A 7,099,938 0 217,687
EVERI HLDGS INC COM 30034T103   2,394,816 181,151 SH   SOLE N/A 181,151 0 0
FASTENAL CO COM 311900104   27,957,867 511,674 SH   SOLE N/A 511,674 0 0
FORMFACTOR INC COM 346375108   1,787,705 51,165 SH   SOLE N/A 51,165 0 0
FORTIVE CORP COM 34959J108   166,094,001 2,239,671 SH   SOLE N/A 1,824,791 0 414,880
FORTUNE BRANDS INNOVATIONS I COM 34964C106   121,248,612 1,950,589 SH   SOLE N/A 1,950,589 0 0
GARMIN LTD SHS H2906T109   229,685,685 2,183,324 SH   SOLE N/A 2,183,324 0 0
GLOBAL WTR RES INC COM 379463102   924,924 94,864 SH   SOLE N/A 94,864 0 0
GOGO INC COM 38046C109   155,806 13,060 SH   SOLE N/A 13,060 0 0
GOOSEHEAD INS INC COM CL A 38267D109   2,406,574 32,290 SH   SOLE N/A 32,290 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106   3,603,103 79,451 SH   SOLE N/A 79,451 0 0
HYATT HOTELS CORP COM CL A 448579102   246,551,136 2,324,200 SH   SOLE N/A 2,324,200 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,494,809 70,710 SH   SOLE N/A 70,710 0 0
IDEXX LABS INC COM 45168D104   193,692,682 442,959 SH   SOLE N/A 418,359 0 24,600
ILLUMINA INC COM 452327109   229,260,346 1,670,020 SH   SOLE N/A 1,357,626 0 312,394
ILLUMINA INC COM 452327109   645,216 4,700 SH Call SOLE N/A 4,700 0 0
INTEL CORP COM 458140100   40,415,906 1,136,875 SH   SOLE N/A 1,136,875 0 0
INTEL CORP COM 458140100   8,780,850 247,000 SH Call SOLE N/A 247,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   151,061,829 1,745,169 SH   SOLE N/A 1,483,116 0 262,053
INTUIT COM 461202103   72,435,964 141,770 SH   SOLE N/A 139,068 0 2,702
IRIDIUM COMMUNICATIONS INC COM 46269C102   17,210,004 378,325 SH   SOLE N/A 378,325 0 0
ITT INC COM 45073V108   254,967,235 2,604,098 SH   SOLE N/A 2,531,344 0 72,754
JACOBS SOLUTIONS INC COM 46982L108   550,590,768 4,033,632 SH   SOLE N/A 3,890,898 0 142,734
JPMORGAN CHASE & CO COM 46625H100   80,413,590 554,500 SH Call SOLE N/A 554,500 0 0
KADANT INC COM 48282T104   4,258,158 18,879 SH   SOLE N/A 18,879 0 0
KINSALE CAP GROUP INC COM 49714P108   1,636,228 3,951 SH   SOLE N/A 3,951 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   4,196,814 24,103 SH   SOLE N/A 24,103 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   132,960,281 1,592,911 SH   SOLE N/A 1,592,911 0 0
LAUDER ESTEE COS INC CL A 518439104   27,866,494 192,781 SH   SOLE N/A 149,968 0 42,813
LAUDER ESTEE COS INC CL A 518439104   41,341,300 286,000 SH Call SOLE N/A 286,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   923,854,960 11,125,421 SH   SOLE N/A 10,726,941 0 398,480
LULULEMON ATHLETICA INC COM 550021109   31,411,791 81,460 SH   SOLE N/A 80,116 0 1,344
LUMENTUM HLDGS INC COM 55024U109   1,584,011 35,060 SH   SOLE N/A 35,060 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,018,199,334 2,480,509 SH   SOLE N/A 2,405,816 0 74,693
MASTERCARD INCORPORATED CL A 57636Q104   64,246,295 162,275 SH   SOLE N/A 147,586 0 14,689
MATTHEWS INTL CORP CL A 577128101   36,418,748 935,974 SH   SOLE N/A 935,974 0 0
MAXLINEAR INC COM 57776J100   20,909,838 939,768 SH   SOLE N/A 939,768 0 0
MESA LABS INC COM 59064R109   1,014,241 9,653 SH   SOLE N/A 9,653 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   32,572,826 29,396 SH   SOLE N/A 26,925 0 2,471
MICROSOFT CORP COM 594918104   73,378,721 232,395 SH   SOLE N/A 218,787 0 13,608
MIDDLEBY CORP COM 596278101   593,627,008 4,637,711 SH   SOLE N/A 4,489,719 0 147,992
MINERALS TECHNOLOGIES INC COM 603158106   25,287,675 461,791 SH   SOLE N/A 461,791 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   2,466,303 330,161 SH   SOLE N/A 330,161 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   17,890,807 430,585 SH   SOLE N/A 430,585 0 0
MODEL N INC COM 607525102   1,294,487 53,031 SH   SOLE N/A 53,031 0 0
MOHAWK INDS INC COM 608190104   60,905,020 709,766 SH   SOLE N/A 709,766 0 0
MORGAN STANLEY COM NEW 617446448   46,164,948 565,262 SH   SOLE N/A 565,262 0 0
MORNINGSTAR INC COM 617700109   843,008,210 3,598,908 SH   SOLE N/A 3,390,884 0 208,024
MSA SAFETY INC COM 553498106   280,111,889 1,776,796 SH   SOLE N/A 1,724,937 0 51,859
MYR GROUP INC DEL COM 55405W104   1,391,667 10,327 SH   SOLE N/A 10,327 0 0
NATIONAL RESH CORP COM NEW 637372202   1,989,018 44,828 SH   SOLE N/A 44,828 0 0
NEOGEN CORP COM 640491106   105,888,040 5,711,329 SH   SOLE N/A 5,341,817 0 369,512
NVENT ELECTRIC PLC SHS G6700G107   14,826,019 279,789 SH   SOLE N/A 279,789 0 0
ON HLDG AG NAMEN AKT A H5919C104   110,789,617 3,982,373 SH   SOLE N/A 3,982,373 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   100,307,911 8,940,099 SH   SOLE N/A 8,940,099 0 0
ONTO INNOVATION INC COM 683344105   8,461,207 66,352 SH   SOLE N/A 66,352 0 0
OUTFRONT MEDIA INC COM 69007J106   1,231,725 121,953 SH   SOLE N/A 121,953 0 0
PAYCHEX INC COM 704326107   270,818,021 2,348,201 SH   SOLE N/A 2,214,973 0 133,228
PAYPAL HLDGS INC COM 70450Y103   122,680,298 2,098,534 SH   SOLE N/A 1,716,491 0 382,043
PAYPAL HLDGS INC COM 70450Y103   1,028,896 17,600 SH Call SOLE N/A 17,600 0 0
PENTAIR PLC SHS G7S00T104   115,754,611 1,787,716 SH   SOLE N/A 1,787,716 0 0
PERFICIENT INC COM 71375U101   999,358 17,272 SH   SOLE N/A 17,272 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   40,895,693 9,007,862 SH   SOLE N/A 9,007,862 0 0
PLANET FITNESS INC CL A 72703H101   13,527,598 275,063 SH   SOLE N/A 275,063 0 0
PLUG POWER INC COM NEW 72919P202   1,573,025 206,977 SH   SOLE N/A 206,977 0 0
POOL CORP COM 73278L105   230,670,897 647,770 SH   SOLE N/A 631,192 0 16,578
PORTILLOS INC COM CL A 73642K106   45,846,933 2,979,008 SH   SOLE N/A 2,979,008 0 0
PTC INC COM 69370C100   414,638,846 2,926,587 SH   SOLE N/A 2,897,028 0 29,559
QORVO INC COM 74736K101   11,936,232 125,026 SH   SOLE N/A 125,026 0 0
QUALCOMM INC COM 747525103   28,092,183 252,946 SH   SOLE N/A 240,205 0 12,741
QUANTA SVCS INC COM 74762E102   200,369,929 1,071,096 SH   SOLE N/A 1,071,096 0 0
REVVITY INC COM 714046109   1,244,209,108 11,239,468 SH   SOLE N/A 10,863,767 0 375,701
ROCKY BRANDS INC COM 774515100   832,887 56,659 SH   SOLE N/A 56,659 0 0
ROLLINS INC COM 775711104   388,048,299 10,395,079 SH   SOLE N/A 10,121,335 0 273,744
ROVER GROUP INC COM CL A 77936F103   20,476,648 3,271,030 SH   SOLE N/A 3,271,030 0 0
S&P GLOBAL INC COM 78409V104   29,589,440 80,976 SH   SOLE N/A 78,417 0 2,559
SALESFORCE INC COM 79466L302   134,730,277 664,416 SH   SOLE N/A 625,134 0 39,282
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   250,672,057 6,628,029 SH   SOLE N/A 6,330,478 0 297,551
SERVICE CORP INTL COM 817565104   282,260,801 4,939,811 SH   SOLE N/A 4,765,902 0 173,909
SERVICENOW INC COM 81762P102   40,984,065 73,322 SH   SOLE N/A 67,175 0 6,147
SHOPIFY INC CL A 82509L107   263,491,572 4,828,506 SH   SOLE N/A 4,828,506 0 0
SIGNET JEWELERS LIMITED SHS G81276100   598,168,683 8,329,880 SH   SOLE N/A 8,117,420 0 212,460
SKYWORKS SOLUTIONS INC COM 83088M102   50,589,092 513,126 SH   SOLE N/A 492,486 0 20,640
SOUNDTHINKING INC COM 82536T107   877,619 49,029 SH   SOLE N/A 49,029 0 0
SOUTHSTATE CORPORATION COM 840441109   14,696,537 218,179 SH   SOLE N/A 218,179 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   3,446,262 7,547 SH   SOLE N/A 7,547 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   50,629,291 327,401 SH   SOLE N/A 327,401 0 0
SPS COMM INC COM 78463M107   1,471,682 8,626 SH   SOLE N/A 8,626 0 0
ST JOE CO COM 790148100   22,157,458 407,831 SH   SOLE N/A 407,831 0 0
STAGWELL INC COM CL A 85256A109   24,703,163 5,267,199 SH   SOLE N/A 5,267,199 0 0
STERIS PLC SHS USD G8473T100   161,133,710 734,362 SH   SOLE N/A 676,237 0 58,125
SUMMIT MATLS INC CL A 86614U100   4,852,951 155,843 SH   SOLE N/A 155,843 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   179,985,021 2,071,174 SH   SOLE N/A 2,026,177 0 44,997
TELEDYNE TECHNOLOGIES INC COM 879360105   617,336,188 1,510,931 SH   SOLE N/A 1,460,745 0 50,186
TEMPUR SEALY INTL INC COM 88023U101   951,018,071 21,943,195 SH   SOLE N/A 21,245,059 0 698,136
TENABLE HLDGS INC COM 88025T102   2,870,560 64,075 SH   SOLE N/A 64,075 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   325,848,456 643,753 SH   SOLE N/A 542,359 0 101,394
TORO CO COM 891092108   474,310,701 5,707,710 SH   SOLE N/A 5,534,192 0 173,518
TRACTOR SUPPLY CO COM 892356106   300,878,272 1,481,794 SH   SOLE N/A 1,438,521 0 43,273
TRANSDIGM GROUP INC COM 893641100   2,440,861 2,895 SH   SOLE N/A 2,089 0 806
TRIMBLE INC COM 896239100   253,583,490 4,708,197 SH   SOLE N/A 4,519,370 0 188,827
TRIP COM GROUP LTD ADS 89677Q107   84,899,991 2,427,795 SH   SOLE N/A 2,354,469 0 73,326
TRUPANION INC COM 898202106   33,114,132 1,174,260 SH   SOLE N/A 1,174,260 0 0
TYLER TECHNOLOGIES INC COM 902252105   31,088,518 80,511 SH   SOLE N/A 75,166 0 5,345
V F CORP COM 918204108   81,238,267 4,597,525 SH   SOLE N/A 4,597,525 0 0
V F CORP COM 918204108   2,864,307 162,100 SH Call SOLE N/A 162,100 0 0
VAIL RESORTS INC COM 91879Q109   627,274,376 2,826,961 SH   SOLE N/A 2,730,776 0 96,185
VERRA MOBILITY CORP CL A COM STK 92511U102   1,583,927 84,702 SH   SOLE N/A 84,702 0 0
VISA INC COM CL A 92826C839   322,401,107 1,401,683 SH   SOLE N/A 1,206,339 0 195,344
VONTIER CORPORATION COM 928881101   18,615,015 602,038 SH   SOLE N/A 475,788 0 126,250
WABTEC COM 929740108   608,743,040 5,728,268 SH   SOLE N/A 5,541,474 0 186,794
WHITE MTNS INS GROUP LTD COM G9618E107   26,476,704 17,702 SH   SOLE N/A 17,702 0 0
WILLIAMS SONOMA INC COM 969904101   40,235,857 258,918 SH   SOLE N/A 258,918 0 0
WOLFSPEED INC COM 977852102   6,296,901 165,273 SH   SOLE N/A 165,273 0 0
WOLVERINE WORLD WIDE INC COM 978097103   8,693,564 1,078,606 SH   SOLE N/A 1,078,606 0 0
WORKDAY INC CL A 98138H101   68,249,681 317,662 SH   SOLE N/A 293,841 0 23,821
XOMETRY INC CLASS A COM 98423F109   244,903 14,423 SH   SOLE N/A 14,423 0 0
ZIPRECRUITER INC CL A 98980B103   26,695,459 2,226,477 SH   SOLE N/A 1,890,351 0 336,126