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
AXCELIS TECHNOLOGIES INC COM NEW COM NEW COMMON 054540208   54,953,041 492,764 SH   SOLE   404,189 0 88,575
ADYEN NV EUR0.01 COMMON N3501V104   87,977 52 SH   SOLE   52 0 0
AIRBUS SE EUR1 COMMON N0280G100   143,681 780 SH   SOLE   780 0 0
ADVANCED MICRO DEVICES INC COM COMMON 007903107   8,945,626 49,563 SH   SOLE   49,563 0 0
AMAZON COM INC COM COMMON 023135106   24,786,016 137,410 SH   SOLE   137,410 0 0
AON PLC COMMON G0403H108   104,788 314 SH   SOLE   314 0 0
APPLOVIN CORP COM CL A COM CL A COMMON 03831W108   54,735,715 790,750 SH   SOLE   628,193 0 162,557
APPFOLIO INC COM CL A COM CL A COMMON 03783C100   21,567,790 87,411 SH   SOLE   69,499 0 17,912
ASML HOLDING NV EUR0.09 COMMON N07059202   118,410 123 SH   SOLE   123 0 0
ASPEN TECHNOLOGY INC COM USD0.10 COMMON 29109X106   68,055,515 319,090 SH   SOLE   253,443 0 65,647
BOEING CO COM COMMON 097023105   8,640,741 44,773 SH   SOLE   44,773 0 0
BILL HOLDINGS INC COM USD0.00001 COMMON 090043100   57,531,628 837,189 SH   SOLE   665,358 0 171,831
CLEAN HBRS INC COM COMMON 184496107   82,540,120 410,015 SH   SOLE   325,769 0 84,246
CME GROUP INC COM STK COMMON 12572Q105   12,595,326 58,504 SH   SOLE   58,504 0 0
CANADIAN PAC KANS CITY LTD COMMON 13646K108   12,009,459 136,208 SH   SOLE   136,208 0 0
COPART INC COM COMMON 217204106   7,279,038 125,674 SH   SOLE   125,674 0 0
CHARLES RIV LABORATORIES INTL INC COM COMMON 159864107   68,091,903 251,308 SH   SOLE   199,602 0 51,706
CORTEVA INC COM USD0.01 WI COMMON 22052L104   4,469,310 77,498 SH   SOLE   77,498 0 0
CASELLA WASTE SYS INC CL A COM STK COMMON 147448104   5,701,536 57,667 SH   SOLE   57,667 0 0
DATADOG INC COM USD0.00001 CL A COMMON 23804L103   4,048,765 32,757 SH   SOLE   32,757 0 0
DANAHER CORP COM COMMON 235851102   6,778,899 27,146 SH   SOLE   27,146 0 0
DSV A S DKK1 COMMON K31864117   87,983 542 SH   SOLE   542 0 0
ENTEGRIS INC COM COMMON 29362U104   69,804,672 496,689 SH   SOLE   394,527 0 102,162
ELASTIC N V COM USD0.01 COMMON N14506104   37,423,602 373,340 SH   SOLE   308,023 0 65,317
EDWARDS LIFESCIENCES CORP COM COMMON 28176E108   10,452,353 109,380 SH   SOLE   109,380 0 0
EXPERIAN ORD USD0.10 COMMON G32655105   89,162 2,045 SH   SOLE   2,045 0 0
GRACO INC COM COMMON 384109104   74,259,017 794,554 SH   SOLE   631,196 0 163,358
GROCERY OUTLET HLDG CORP COM COMMON 39874R101   77,944,701 2,708,294 SH   SOLE   2,218,569 0 489,725
ALPHABET INC CAPITAL STOCK USD0.001 CL A COMMON 02079K305   17,375,967 115,126 SH   SOLE   115,126 0 0
HOWMET AEROSPACE INC COM USD1.00 WI COMMON 443201108   69,684,459 1,018,332 SH   SOLE   808,184 0 210,148
HEXCEL CORP NEW COM COMMON 428291108   55,911,574 767,489 SH   SOLE   625,955 0 141,534
IQVIA HLDGS INC COM USD0.01 COMMON 46266C105   6,096,419 24,107 SH   SOLE   24,107 0 0
INTUITIVE SURGICAL INC COM NEW STK COMMON 46120E602   8,069,600 20,220 SH   SOLE   20,220 0 0
KKR & CO INC CL A CL A COMMON 48251W104   8,259,026 82,114 SH   SOLE   82,114 0 0
KINSALE CAP GROUP INC COM COMMON 49714P108   48,035,224 91,541 SH   SOLE   72,739 0 18,802
LENDINGCLUB CORP COM NEW COMMON 52603A208   60,870,152 6,924,932 SH   SOLE   5,682,032 0 1,242,900
LINDE PLC COMMON G54950103   7,630,635 16,434 SH   SOLE   16,434 0 0
ELI LILLY & CO COM COMMON 532457108   5,693,111 7,318 SH   SOLE   7,318 0 0
LPL FINL HLDGS INC COM COMMON 50212V100   51,245,817 193,966 SH   SOLE   154,023 0 39,943
LATTICE SEMICONDUCTOR CORP COM COMMON 518415104   38,453,252 491,541 SH   SOLE   390,454 0 101,087
LULULEMON ATHLETICA INC COM COMMON 550021109   51,175 131 SH   SOLE   131 0 0
LVMH MOET HENNESSY EUR0.30 COMMON F58485115   95,354 106 SH   SOLE   106 0 0
LONZA GROUP AG CHF1 (REGD) COMMON H50524133   82,104 137 SH   SOLE   137 0 0
MASTERCARD INC CL A COMMON 57636Q104   15,643,801 32,485 SH   SOLE   32,485 0 0
MASIMO CORP COM STK COMMON 574795100   43,534,857 296,458 SH   SOLE   235,532 0 60,926
MEDPACE HLDGS INC COM COMMON 58506Q109   32,298,456 79,917 SH   SOLE   63,529 0 16,388
MERCADOLIBRE INC COM STK COMMON 58733R102   93,742 62 SH   SOLE   62 0 0
MARKETAXESS HLDGS INC COM STK COMMON 57060D108   67,105,409 306,068 SH   SOLE   243,165 0 62,903
MOLINA HEALTHCARE INC COM COMMON 60855R100   47,637,793 115,955 SH   SOLE   92,066 0 23,889
MICROSOFT CORP COM COMMON 594918104   37,848,392 89,961 SH   SOLE   89,961 0 0
NCINO INC NEW COM COMMON 63947X101   4,932,441 131,954 SH   SOLE   131,954 0 0
NIKE INC CL B COMMON 654106103   0 0 SH   SOLE   0 0 0
SERVICENOW INC COM USD0.001 COMMON 81762P102   10,616,420 13,925 SH   SOLE   13,925 0 0
NINTENDO CO LTD NPV COMMON J51699106   56,343 1,040 SH   SOLE   1,040 0 0
NVIDIA CORP COM COMMON 67066G104   23,516,956 26,027 SH   SOLE   26,027 0 0
NEW YORK TIMES CO CL A ISIN #US6501111073 COMMON 650111107   103,833,025 2,402,430 SH   SOLE   1,960,190 0 442,240
OKTA INC CL A CL A COMMON 679295105   71,281,895 681,341 SH   SOLE   541,061 0 140,280
PACIFIC BIOSCIENCES OF CALIFORNIA INC COMMON STOCK COMMON 69404D108   26,941,174 7,184,313 SH   SOLE   5,886,524 0 1,297,789
PERFICIENT INC COM STK COMMON 71375U101   6,256,746 111,152 SH   SOLE   111,152 0 0
RAMBUS INC DEL COM COMMON 750917106   4,294,250 69,475 SH   SOLE   69,475 0 0
ROLLS ROYCE HLDGS ORD GBP0.20 COMMON G76225104   68,281 12,677 SH   SOLE   12,677 0 0
RYAN SPECIALTY HOLDINGS INC CL A COM USD0.001 CL A COMMON 78351F107   55,779,221 1,005,031 SH   SOLE   798,504 0 206,527
SAFRAN SA EUR0.20 COMMON F4035A557   123,521 545 SH   SOLE   545 0 0
SIGHT SCIENCES INC USD0.001 COMMON 82657M105   8,500,388 1,609,922 SH   SOLE   1,609,922 0 0
SITEONE LANDSCAPE SUPPLY INC COM COMMON 82982L103   93,557,055 535,990 SH   SOLE   436,229 0 99,761
SYNOPSYS INC COM COMMON 871607107   97,155 170 SH   SOLE   170 0 0
S&P GLOBAL INC COM COMMON 78409V104   9,002,947 21,161 SH   SOLE   21,161 0 0
STEVANATO GROUP S.P.A. COM NPV COMMON T9224W109   58,558,104 1,824,240 SH   SOLE   1,500,522 0 323,718
SHOCKWAVE MED INC COM COMMON 82489T104   77,078,900 236,707 SH   SOLE   188,160 0 48,547
BIO0TECHNE CORP COM COMMON 09073M104   75,746,609 1,076,099 SH   SOLE   855,133 0 220,966
ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10 ADR 874039100   121,765 895 SH   SOLE   895 0 0
UBER TECHNOLOGIES INC COM USD0.00001 COMMON 90353T100   12,102,135 157,191 SH   SOLE   157,191 0 0
UNVL MUSIC GROUP EUR10.00 COMMON N90313102   94,850 3,153 SH   SOLE   3,153 0 0
UNITEDHEALTH GROUP INC COM COMMON 91324P102   84,594 171 SH   SOLE   171 0 0
VISA INC COM CL A STK COMMON 92826C839   13,566,358 48,611 SH   SOLE   48,611 0 0
VEEVA SYS INC CL A COM CL A COM COMMON 922475108   9,949,695 42,944 SH   SOLE   42,944 0 0
WABTEC CORP COM COMMON 929740108   40,266,680 276,405 SH   SOLE   219,395 0 57,010
WORKDAY INC CL A COM USD0.001 COMMON 98138H101   6,837,570 25,069 SH   SOLE   25,069 0 0
WYNDHAM HOTELS & RESORTS INC COM COMMON 98311A105   79,238,619 1,032,425 SH   SOLE   820,561 0 211,864
WIX.COM LTD COM ILS0.01 COMMON M98068105   94,391,431 686,583 SH   SOLE   558,088 0 128,495
WASTE MGMT INC DEL COM STK COMMON 94106L109   11,852,845 55,608 SH   SOLE   55,608 0 0
WARNER MUSIC GROUP CORP CL A CL A COMMON 934550203   54,525,695 1,651,293 SH   SOLE   1,312,501 0 338,792
WILLSCOT MOBILE MINI HLDGS CORP COM COMMON 971378104   55,507,236 1,193,704 SH   SOLE   948,584 0 245,120
MONOTARO CO.LTD NPV COMMON J46583100   47,178 3,927 SH   SOLE   3,927 0 0
RECRUIT HLDGS CO L NPV COMMON J6433A101   81,751 1,844 SH   SOLE   1,844 0 0