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
Abbott Laboratories Common Stock 002824100   2,880 26,234 SH   SOLE   26,234 0 0
Albemarle Corp Common Stock 012653101   1,175 5,419 SH   SOLE   5,419 0 0
Ameresco Inc Common Stock 02361E108   7,907 138,393 SH   SOLE   138,393 0 0
Evoqua Water Technologies Corp Common Stock 30057T105   7,359 185,824 SH   SOLE   185,824 0 0
Ashland Inc Common Stock 044186104   10,645 99,000 SH   SOLE   99,000 0 0
Alibaba Group Holding Ltd ADR 01609W102   5,099 57,891 SH   SOLE   57,891 0 0
Bright Horizons Family Solutio Common Stock 109194100   1,568 24,848 SH   SOLE   24,848 0 0
Baidu Inc ADR 056752108   458 4,000 SH   SOLE   4,000 0 0
Cooper Cos Inc/The Common Stock 216648402   15,730 47,571 SH   SOLE   47,571 0 0
Cavco Industries Inc Common Stock 149568107   9,955 44,000 SH   SOLE   44,000 0 0
Darling Ingredients Inc Common Stock 237266101   18,260 291,748 SH   SOLE   291,748 0 0
East West Bancorp Inc Common Stock 27579R104   14,154 214,781 SH   SOLE   214,781 0 0
Fair Isaac Corp Common Stock 303250104   10,774 18,000 SH   SOLE   18,000 0 0
Fidelity National Information Common Stock 31620M106   1,777 26,187 SH   SOLE   26,187 0 0
First Republic Bank/CA Common Stock 33616C100   12,667 103,917 SH   SOLE   103,917 0 0
Alphabet Inc Common Stock 02079K107   3,767 42,460 SH   SOLE   42,460 0 0
Graphic Packaging Holding Co Common Stock 388689101   18,056 811,485 SH   SOLE   811,485 0 0
Global Water Resources Inc Common Stock 379463102   5,377 404,900 SH   SOLE   404,900 0 0
Home Depot Inc/The Common Stock 437076102   1,787 5,659 SH   SOLE   5,659 0 0
HDFC Bank Ltd ADR 40415F101   3,992 58,364 SH   SOLE   58,364 0 0
JD.com Inc ADR 47215P106   4,490 80,000 SH   SOLE   80,000 0 0
Kadant Inc Common Stock 48282T104   7,460 42,000 SH   SOLE   42,000 0 0
Eli Lilly & Co Common Stock 532457108   2,472 6,758 SH   SOLE   6,758 0 0
Loop Industries Inc Common Stock 543518104   383 160,346 SH   SOLE   160,346 0 0
Grand Canyon Education Inc Common Stock 38526M106   1,406 13,310 SH   SOLE   13,310 0 0
Mastercard Inc Common Stock 57636Q104   2,649 7,618 SH   SOLE   7,618 0 0
MSA Safety Inc Common Stock 553498106   9,372 65,000 SH   SOLE   65,000 0 0
Microsoft Corp Common Stock 594918104   4,700 19,599 SH   SOLE   19,599 0 0
Vail Resorts Inc Common Stock 91879Q109   9,892 41,500 SH   SOLE   41,500 0 0
MasTec Inc Common Stock 576323109   9,386 110,000 SH   SOLE   110,000 0 0
National Bank Holdings Corp Common Stock 633707104   9,150 217,500 SH   SOLE   217,500 0 0
Nasdaq Inc Common Stock 631103108   2,713 44,214 SH   SOLE   44,214 0 0
Sunnova Energy International I Common Stock 86745K104   976 54,179 SH   SOLE   54,179 0 0
Napco Security Technologies In Common Stock 630402105   7,692 279,905 SH   SOLE   279,905 0 0
NetEase Inc ADR 64110W102   3,450 47,500 SH   SOLE   47,500 0 0
NVIDIA Corp Common Stock 67066G104   1,402 9,591 SH   SOLE   9,591 0 0
Prosperity Bancshares Inc Common Stock 743606105   12,719 175,000 SH   SOLE   175,000 0 0
Park City Group Inc Common Stock 700215304   2,277 460,000 SH   SOLE   460,000 0 0
Planet Fitness Inc Common Stock 72703H101   11,190 142,000 SH   SOLE   142,000 0 0
Insulet Corp Common Stock 45784P101   4,651 15,800 SH   SOLE   15,800 0 0
Pool Corp Common Stock 73278L105   18,385 60,812 SH   SOLE   60,812 0 0
Service Corp International/US Common Stock 817565104   23,942 346,284 SH   SOLE   346,284 0 0
SolarEdge Technologies Inc Common Stock 83417M104   9,448 33,354 SH   SOLE   33,354 0 0
Sprouts Farmers Market Inc Common Stock 85208M102   2,458 75,935 SH   SOLE   75,935 0 0
Simply Good Foods Co/The Common Stock 82900L102   11,029 290,000 SH   SOLE   290,000 0 0
Trip.com Group Ltd ADR 89677Q107   172 5,000 SH   SOLE   5,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   2,673 4,854 SH   SOLE   4,854 0 0
Trex Co Inc Common Stock 89531P105   951 22,460 SH   SOLE   22,460 0 0
TSMC ADR 874039100   2,130 28,594 SH   SOLE   28,594 0 0
Tyler Technologies Inc Common Stock 902252105   11,832 36,700 SH   SOLE   36,700 0 0
UnitedHealth Group Inc Common Stock 91324P102   4,469 8,430 SH   SOLE   8,430 0 0
Veeva Systems Inc Common Stock 922475108   1,289 7,989 SH   SOLE   7,989 0 0
Western Alliance Bancorp Common Stock 957638109   7,147 120,000 SH   SOLE   120,000 0 0
Watsco Inc Common Stock 942622200   14,964 60,000 SH   SOLE   60,000 0 0
Xylem Inc/NY Common Stock 98419M100   2,451 22,168 SH   SOLE   22,168 0 0
YETI Holdings Inc Common Stock 98585X104   7,114 172,227 SH   SOLE   172,227 0 0
Apple Inc Common Stock 037833100   3,117 23,988 SH   SOLE   23,988 0 0
Infosys Ltd ADR 456788108   1,801 100,000 SH   SOLE   100,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104   9,181 112,000 SH   SOLE   112,000 0 0
Pinduoduo Inc ADR 722304102   1,957 24,000 SH   SOLE   24,000 0 0
ZTO Express Cayman Inc ADR 98980A105   672 25,000 SH   SOLE   25,000 0 0
Energy Recovery Inc Common Stock 29270J100   5,104 249,100 SH   SOLE   249,100 0 0
Dynatrace Inc Common Stock 268150109   7,086 185,000 SH   SOLE   185,000 0 0
Paya Holdings Inc Common Stock 70434P103   6,296 800,000 SH   SOLE   800,000 0 0
Clean Harbors Inc Common Stock 184496107   15,634 137,000 SH   SOLE   137,000 0 0
Brunswick Corp/DE Common Stock 117043109   10,452 145,000 SH   SOLE   145,000 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107   3,078 4,266 SH   SOLE   4,266 0 0
Verra Mobility Corp Common Stock 92511U102   8,787 635,384 SH   SOLE   635,384 0 0
Intuit Inc Common Stock 461202103   1,839 4,724 SH   SOLE   4,724 0 0
Quanta Services Inc Common Stock 74762E102   3,159 22,168 SH   SOLE   22,168 0 0
Option Care Health Inc Common Stock 68404L201   6,114 203,200 SH   SOLE   203,200 0 0
WillScot Mobile Mini Holdings Common Stock 971378104   7,539 166,900 SH   SOLE   166,900 0 0
Paylocity Holding Corp Common Stock 70438V106   9,519 49,000 SH   SOLE   49,000 0 0
TechTarget Inc Common Stock 87874R100   3,172 72,000 SH   SOLE   72,000 0 0
Tradeweb Markets Inc Common Stock 892672106   10,843 167,000 SH   SOLE   167,000 0 0
CyberArk Software Ltd Common Stock M2682V108   4,149 32,000 SH   SOLE   32,000 0 0
AMN Healthcare Services Inc Common Stock 001744101   8,637 84,000 SH   SOLE   84,000 0 0
Comfort Systems USA Inc Common Stock 199908104   5,409 47,000 SH   SOLE   47,000 0 0
Etsy Inc Common Stock 29786A106   5,510 46,000 SH   SOLE   46,000 0 0
Molina Healthcare Inc Common Stock 60855R100   14,530 44,000 SH   SOLE   44,000 0 0
National Instruments Corp Common Stock 636518102   11,218 304,000 SH   SOLE   304,000 0 0
Applied Industrial Technologie Common Stock 03820C105   11,710 92,916 SH   SOLE   92,916 0 0
Bentley Systems Inc Common Stock 08265T208   10,903 295,000 SH   SOLE   295,000 0 0
Bio-Techne Corp Common Stock 09073M104   11,106 134,000 SH   SOLE   134,000 0 0
Carlisle Cos Inc Common Stock 142339100   9,426 40,000 SH   SOLE   40,000 0 0
Harmony Biosciences Holdings I Common Stock 413197104   2,755 50,000 SH   SOLE   50,000 0 0
KB Home Common Stock 48666K109   6,689 210,000 SH   SOLE   210,000 0 0
Pinnacle Financial Partners In Common Stock 72346Q104   10,129 138,000 SH   SOLE   138,000 0 0
Reinsurance Group of America I Common Stock 759351604   12,078 85,000 SH   SOLE   85,000 0 0
SiteOne Landscape Supply Inc Common Stock 82982L103   7,626 65,000 SH   SOLE   65,000 0 0
AGCO Corp Common Stock 001084102   832 6,000 SH   SOLE   6,000 0 0
Keysight Technologies Inc Common Stock 49338L103   1,710 9,996 SH   SOLE   9,996 0 0
Rockwell Automation Inc Common Stock 773903109   1,545 6,000 SH   SOLE   6,000 0 0