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   6,735,035 509,458 SH   SOLE N/A 509,458 0 0
ADOBE INC COM 00724F101   197,265,971 514,343 SH   SOLE N/A 475,528 0 38,815
ADVANCED ENERGY INDS COM 007973100   3,423,249 35,917 SH   SOLE N/A 35,917 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,619,491 15,763 SH   SOLE N/A 15,763 0 0
ALARM COM HLDGS INC COM 011642105   11,154,152 200,434 SH   SOLE N/A 200,434 0 0
ALBANY INTL CORP CL A 012348108   8,717,128 126,262 SH   SOLE N/A 126,262 0 0
ALCON AG ORD SHS H01301128   515,303,507 5,478,428 SH   SOLE N/A 5,219,158 0 259,270
ALKAMI TECHNOLOGY INC COM 01644J108   13,808,183 526,026 SH   SOLE N/A 526,026 0 0
ALPHABET INC CAP STK CL C 02079K107   64,266,617 411,359 SH   SOLE N/A 395,307 0 16,052
AMAZON COM INC COM 023135106   76,710,168 403,186 SH   SOLE N/A 389,325 0 13,861
AMPHENOL CORP NEW CL A 032095101   60,450,696 921,645 SH   SOLE N/A 921,645 0 0
API GROUP CORP COM STK 00187Y100   161,683,548 4,521,352 SH   SOLE N/A 3,473,434 0 1,047,918
APOLLO GLOBAL MGMT INC COM 03769M106   61,744,192 450,885 SH   SOLE N/A 435,939 0 14,946
ARCOSA INC COM 039653100   4,167,950 54,045 SH   SOLE N/A 54,045 0 0
ATS CORPORATION COM 00217Y104   6,047,245 242,640 SH   SOLE N/A 242,640 0 0
BADGER METER INC COM 056525108   7,141,795 37,539 SH   SOLE N/A 37,539 0 0
BIO RAD LABS INC CL A 090572207   64,587,241 265,180 SH   SOLE N/A 265,180 0 0
BIO-TECHNE CORP COM 09073M104   314,608,756 5,366,003 SH   SOLE N/A 5,366,003 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   198,458,352 1,739,337 SH   SOLE N/A 1,739,004 0 333
BLACKLINE INC COM 09239B109   4,769,661 98,506 SH   SOLE N/A 98,506 0 0
BLOOM ENERGY CORP COM CL A 093712107   2,188,079 111,296 SH   SOLE N/A 111,296 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   38,809,664 1,936,610 SH   SOLE N/A 1,936,610 0 0
BOOT BARN HLDGS INC COM 099406100   11,015,442 102,536 SH   SOLE N/A 102,536 0 0
BROADCOM INC COM 11135F101   3,903,965 23,317 SH   SOLE N/A 23,317 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   200,952,981 3,840,414 SH   SOLE N/A 3,737,098 0 103,316
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   78,928,337 2,649,491 SH   SOLE N/A 2,586,671 0 62,820
BROWN & BROWN INC COM 115236101   780,531,877 6,274,372 SH   SOLE N/A 6,259,657 0 14,715
CACI INTL INC CL A 127190304   13,797,293 37,603 SH   SOLE N/A 37,569 0 34
CADRE HLDGS INC COM 12763L105   13,245,649 447,337 SH   SOLE N/A 447,337 0 0
CAE INC COM 124765108   193,314,402 7,863,984 SH   SOLE N/A 7,654,748 0 209,236
CANADIAN PACIFIC KANSAS CITY COM 13646K108   268,822,294 3,831,097 SH   SOLE N/A 3,727,453 0 103,644
CARGURUS INC COM CL A 141788109   26,624,092 913,975 SH   SOLE N/A 913,975 0 0
CASELLA WASTE SYS INC CL A 147448104   22,948,200 205,795 SH   SOLE N/A 205,795 0 0
CASEYS GEN STORES INC COM 147528103   42,994,266 99,056 SH   SOLE N/A 99,056 0 0
CDW CORP COM 12514G108   592,310,864 3,695,937 SH   SOLE N/A 3,614,106 0 81,831
CERTARA INC COM 15687V109   10,835,501 1,094,495 SH   SOLE N/A 1,094,495 0 0
CHEFS WHSE INC COM 163086101   24,661,830 452,843 SH   SOLE N/A 452,843 0 0
CIENA CORP COM NEW 171779309   4,347,455 71,942 SH   SOLE N/A 71,942 0 0
CINCINNATI FINL CORP COM 172062101   46,560,753 315,196 SH   SOLE N/A 315,196 0 0
CLEAN HARBORS INC COM 184496107   215,264,539 1,092,159 SH   SOLE N/A 1,091,909 0 250
CLEARFIELD INC COM 18482P103   5,239,755 176,304 SH   SOLE N/A 176,304 0 0
CLOUDFLARE INC CL A COM 18915M107   1,972,075 17,500 SH Call SOLE N/A 17,500 0 0
CLOUDFLARE INC CL A COM 18915M107   72,475,785 643,143 SH   SOLE N/A 643,143 0 0
COHERENT CORP COM 19247G107   11,718,813 180,456 SH   SOLE N/A 180,456 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   3,758,518 31,062 SH   SOLE N/A 31,062 0 0
COOPER COS INC COM 216648501   63,182,368 749,050 SH   SOLE N/A 554,868 0 194,182
CORE & MAIN INC CL A 21874C102   622,325,507 12,881,919 SH   SOLE N/A 12,879,781 0 2,138
CORPAY INC COM SHS 219948106   425,054,111 1,218,898 SH   SOLE N/A 1,206,959 0 11,939
CRANE COMPANY COMMON STOCK 224408104   111,636,359 728,792 SH   SOLE N/A 728,792 0 0
CRH PLC ORD G25508105   912,158,291 10,368,970 SH   SOLE N/A 10,127,228 0 241,742
CSW INDUSTRIALS INC COM 126402106   11,130,234 38,180 SH   SOLE N/A 38,180 0 0
DANAHER CORPORATION COM 235851102   43,617,030 212,766 SH   SOLE N/A 157,535 0 55,231
DAYFORCE INC COM 15677J108   316,939,905 5,433,566 SH   SOLE N/A 5,432,504 0 1,062
DOCUSIGN INC COM 256163106   39,849,777 489,555 SH   SOLE N/A 473,253 0 16,302
ELI LILLY & CO COM 532457108   6,689,871 8,100 SH Put SOLE N/A 8,100 0 0
EMCOR GROUP INC COM 29084Q100   381,832,595 1,033,013 SH   SOLE N/A 1,024,442 0 8,571
ENERGY RECOVERY INC COM 29270J100   10,601,125 667,157 SH   SOLE N/A 667,157 0 0
ENTEGRIS INC COM 29362U104   356,413,815 4,074,232 SH   SOLE N/A 4,073,637 0 595
FASTENAL CO COM 311900104   59,507,760 767,347 SH   SOLE N/A 767,347 0 0
FMC CORP COM NEW 302491303   24,470,200 580,000 SH Call SOLE N/A 580,000 0 0
FORMFACTOR INC COM 346375108   9,782,173 345,782 SH   SOLE N/A 345,782 0 0
FORTIVE CORP COM 34959J108   330,012,382 4,509,598 SH   SOLE N/A 3,937,377 0 572,221
FORTUNE BRANDS INNOVATIONS I COM 34964C106   514,992,078 8,459,134 SH   SOLE N/A 8,457,670 0 1,464
FRANKLIN ELEC INC COM 353514102   8,696,198 92,631 SH   SOLE N/A 92,631 0 0
GARMIN LTD SHS H2906T109   123,704,389 569,725 SH   SOLE N/A 569,725 0 0
GOGO INC COM 38046C109   3,473,748 402,987 SH   SOLE N/A 402,987 0 0
GOOSEHEAD INS INC COM CL A 38267D109   1,156,516 9,796 SH   SOLE N/A 9,796 0 0
HYATT HOTELS CORP COM CL A 448579102   37,219,298 303,831 SH   SOLE N/A 303,831 0 0
IDEXX LABS INC COM 45168D104   194,834,123 463,946 SH   SOLE N/A 463,885 0 61
INTUIT COM 461202103   141,627,845 230,668 SH   SOLE N/A 226,405 0 4,263
IRIDIUM COMMUNICATIONS INC COM 46269C102   24,237,430 887,168 SH   SOLE N/A 887,168 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   31,937,024 891,100 SH Call SOLE N/A 891,100 0 0
ISHARES TR RUS MID CAP ETF 464287499   999,487 11,749 SH   SOLE N/A 11,749 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   604,275,159 3,029,100 SH Put SOLE N/A 3,029,100 0 0
ITT INC COM 45073V108   615,525,154 4,765,602 SH   SOLE N/A 4,764,816 0 786
JONES LANG LASALLE INC COM 48020Q107   263,297,526 1,062,069 SH   SOLE N/A 1,061,901 0 168
KADANT INC COM 48282T104   27,180,888 80,677 SH   SOLE N/A 80,677 0 0
KARMAN HLDGS INC COMMON STOCK 485924104   6,550,320 196,000 SH   SOLE N/A 196,000 0 0
KIRBY CORP COM 497266106   197,444,045 1,954,698 SH   SOLE N/A 1,954,698 0 0
LABCORP HOLDINGS INC COM SHS 504922105   516,695,833 2,220,056 SH   SOLE N/A 2,219,692 0 364
LAMAR ADVERTISING CO NEW CL A 512816109   33,055,821 290,524 SH   SOLE N/A 290,524 0 0
LANTHEUS HLDGS INC COM 516544103   9,842,277 100,843 SH   SOLE N/A 100,843 0 0
LAUDER ESTEE COS INC CL A 518439104   5,108,400 77,400 SH Call SOLE N/A 77,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   925,542,422 7,087,934 SH   SOLE N/A 7,068,910 0 19,024
LOAR HOLDINGS INC COM SHS 53947R105   1,532,610 21,693 SH   SOLE N/A 21,693 0 0
MARKEL GROUP INC COM 570535104   357,512,433 191,223 SH   SOLE N/A 191,199 0 24
MARTIN MARIETTA MATLS INC COM 573284106   569,644,082 1,191,400 SH   SOLE N/A 1,191,183 0 217
MARVELL TECHNOLOGY INC COM 573874104   4,044,287 65,686 SH   SOLE N/A 65,686 0 0
MCCORMICK & CO INC COM NON VTG 579780206   128,475,127 1,560,869 SH   SOLE N/A 1,560,869 0 0
MERCURY SYS INC COM 589378108   799,363 18,551 SH   SOLE N/A 18,551 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   5,694,677 307,322 SH   SOLE N/A 307,322 0 0
MESA LABS INC COM 59064R109   8,768,618 73,897 SH   SOLE N/A 73,897 0 0
META PLATFORMS INC CL A 30303M102   34,082,472 59,134 SH   SOLE N/A 56,598 0 2,536
MICROSOFT CORP COM 594918104   59,652,099 158,907 SH   SOLE N/A 154,001 0 4,906
MIDDLEBY CORP COM 596278101   838,027,295 5,514,063 SH   SOLE N/A 5,513,107 0 956
MIRION TECHNOLOGIES INC COM CL A 60471A101   33,237,422 2,292,236 SH   SOLE N/A 2,292,236 0 0
MOHAWK INDS INC COM 608190104   176,710,791 1,547,651 SH   SOLE N/A 1,547,651 0 0
MOODYS CORP COM 615369105   20,079,156 43,117 SH   SOLE N/A 41,667 0 1,450
MORNINGSTAR INC COM 617700109   351,617,666 1,172,567 SH   SOLE N/A 1,165,630 0 6,937
MSCI INC COM 55354G100   21,823,210 38,591 SH   SOLE N/A 37,287 0 1,304
MYR GROUP INC DEL COM 55405W104   4,783,255 42,296 SH   SOLE N/A 42,296 0 0
NCINO INC COM 63947X101   7,285,346 265,211 SH   SOLE N/A 265,211 0 0
NEOGEN CORP COM 640491106   9,712,099 1,120,196 SH   SOLE N/A 833,440 0 286,756
NIKE INC CL B 654106103   14,862,763 234,133 SH   SOLE N/A 173,439 0 60,694
ONESPAWORLD HOLDINGS LIMITED COM P73684113   22,817,123 1,358,971 SH   SOLE N/A 1,358,971 0 0
OUTFRONT MEDIA INC COM NEW 69007J304   7,852,207 486,506 SH   SOLE N/A 486,506 0 0
PACKAGING CORP AMER COM 695156109   136,485,879 689,253 SH   SOLE N/A 689,253 0 0
PAYCHEX INC COM 704326107   539,102,455 3,494,312 SH   SOLE N/A 3,493,677 0 635
PAYPAL HLDGS INC COM 70450Y103   60,229,013 923,050 SH   SOLE N/A 683,801 0 239,249
POLARIS INC COM 731068102   66,345,931 1,620,565 SH   SOLE N/A 1,620,565 0 0
POOL CORP COM 73278L105   11,852,171 37,230 SH   SOLE N/A 37,230 0 0
PORTILLOS INC COM CL A 73642K106   12,731,503 1,070,774 SH   SOLE N/A 1,070,774 0 0
PTC INC COM 69370C100   94,817,779 611,925 SH   SOLE N/A 611,842 0 83
QUANTA SVCS INC COM 74762E102   152,693,043 600,728 SH   SOLE N/A 591,055 0 9,673
RESMED INC COM 761152107   97,240,440 434,400 SH Put SOLE N/A 434,400 0 0
ROLLINS INC COM 775711104   27,397,586 507,081 SH   SOLE N/A 507,081 0 0
S&P GLOBAL INC COM 78409V104   39,265,460 77,279 SH   SOLE N/A 77,279 0 0
SAIA INC COM 78709Y105   167,900,416 480,498 SH   SOLE N/A 480,498 0 0
SALESFORCE INC COM 79466L302   101,355,815 377,686 SH   SOLE N/A 367,379 0 10,307
SERVICE CORP INTL COM 817565104   562,606,850 7,015,048 SH   SOLE N/A 7,013,728 0 1,320
SHOPIFY INC CL A 82509L107   111,423,155 1,166,979 SH   SOLE N/A 1,166,979 0 0
SIGNET JEWELERS LIMITED SHS G81276100   233,915,379 4,028,856 SH   SOLE N/A 4,027,935 0 921
SMITH A O CORP COM 831865209   52,906,371 809,461 SH   SOLE N/A 809,152 0 309
SOMNIGROUP INTERNATIONAL INC COM 88023U101   905,576,018 15,123,180 SH   SOLE N/A 15,120,973 0 2,207
SOUTHSTATE CORPORATION COM 840441109   34,237,585 368,860 SH   SOLE N/A 368,860 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   20,179,501 36,688 SH   SOLE N/A 36,688 0 0
SPS COMM INC COM 78463M107   6,369,049 47,985 SH   SOLE N/A 47,985 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   28,454,912 340,655 SH   SOLE N/A 340,655 0 0
STERIS PLC SHS USD G8473T100   502,072,814 2,215,190 SH   SOLE N/A 2,214,758 0 432
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   307,703,908 1,853,638 SH   SOLE N/A 1,827,182 0 26,456
TELEDYNE TECHNOLOGIES INC COM 879360105   198,322,006 398,469 SH   SOLE N/A 398,380 0 89
TENABLE HLDGS INC COM 88025T102   1,780,797 50,909 SH   SOLE N/A 50,909 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   7,205,190 161,226 SH   SOLE N/A 161,226 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   67,620,854 135,894 SH   SOLE N/A 118,892 0 17,002
THOMSON REUTERS CORP COM 884903808   361,129 2,093 SH   SOLE N/A 2,093 0 0
TORO CO COM 891092108   169,308,456 2,327,264 SH   SOLE N/A 2,326,506 0 758
TRACTOR SUPPLY CO COM 892356106   493,695,725 8,959,995 SH   SOLE N/A 8,958,594 0 1,401
TRIMBLE INC COM 896239100   605,937,420 9,229,816 SH   SOLE N/A 9,168,209 0 61,607
TYLER TECHNOLOGIES INC COM 902252105   19,003,895 32,687 SH   SOLE N/A 32,687 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,298,539 127,622 SH   SOLE N/A 127,622 0 0
UNITED STS LIME & MINERALS I COM 911922102   30,030,287 339,786 SH   SOLE N/A 339,786 0 0
V F CORP COM 918204108   1,742,896 112,300 SH Call SOLE N/A 112,300 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   11,991,167 532,704 SH   SOLE N/A 532,704 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   741,608,197 18,656,810 SH   SOLE N/A 18,575,383 0 81,427
VISA INC COM CL A 92826C839   269,384,584 768,660 SH   SOLE N/A 715,508 0 53,152
WABTEC COM 929740108   829,702,002 4,575,142 SH   SOLE N/A 4,548,171 0 26,971
WHITE MTNS INS GROUP LTD COM G9618E107   53,920,754 27,999 SH   SOLE N/A 27,999 0 0
WILLIAMS SONOMA INC COM 969904101   44,983,244 284,524 SH   SOLE N/A 284,524 0 0
WINMARK CORP COM 974250102   7,454,052 23,450 SH   SOLE N/A 23,450 0 0
WORKDAY INC CL A 98138H101   119,128,090 510,119 SH   SOLE N/A 494,071 0 16,048
ZOETIS INC CL A 98978V103   58,505,249 355,331 SH   SOLE N/A 263,731 0 91,600