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   2,509 23,015 SH   SOLE   23,015 0 0
Albemarle Corp Common Stock 012653101   1,106 4,959 SH   SOLE   4,959 0 0
Ameresco Inc Common Stock 02361E108   6,849 140,840 SH   SOLE   140,840 0 0
Ashland Inc Common Stock 044186104   4,519 52,000 SH   SOLE   52,000 0 0
Alibaba Group Holding Ltd ADR 01609W102   4,013 48,139 SH   SOLE   48,139 0 0
Bright Horizons Family Solutio Common Stock 109194100   1,577 17,059 SH   SOLE   17,059 0 0
Baidu Inc ADR 056752108   422 3,084 SH   SOLE   3,084 0 0
Cooper Cos Inc/The Common Stock 216648402   11,140 29,054 SH   SOLE   29,054 0 0
Cavco Industries Inc Common Stock 149568107   6,785 23,000 SH   SOLE   23,000 0 0
Darling Ingredients Inc Common Stock 237266101   11,756 184,297 SH   SOLE   184,297 0 0
Alphabet Inc Common Stock 02079K107   5,644 46,656 SH   SOLE   46,656 0 0
Graphic Packaging Holding Co Common Stock 388689101   16,242 675,925 SH   SOLE   675,925 0 0
Global Water Resources Inc Common Stock 379463102   4,665 367,900 SH   SOLE   367,900 0 0
Home Depot Inc/The Common Stock 437076102   689 2,217 SH   SOLE   2,217 0 0
HDFC Bank Ltd ADR 40415F101   3,291 47,215 SH   SOLE   47,215 0 0
JD.com Inc ADR 47215P106   1,408 41,261 SH   SOLE   41,261 0 0
Kadant Inc Common Stock 48282T104   7,440 33,500 SH   SOLE   33,500 0 0
Eli Lilly & Co Common Stock 532457108   3,613 7,703 SH   SOLE   7,703 0 0
Grand Canyon Education Inc Common Stock 38526M106   1,244 12,053 SH   SOLE   12,053 0 0
Mastercard Inc Common Stock 57636Q104   1,481 3,766 SH   SOLE   3,766 0 0
MSA Safety Inc Common Stock 553498106   11,168 64,200 SH   SOLE   64,200 0 0
Microsoft Corp Common Stock 594918104   6,527 19,166 SH   SOLE   19,166 0 0
Vail Resorts Inc Common Stock 91879Q109   9,819 39,000 SH   SOLE   39,000 0 0
Nasdaq Inc Common Stock 631103108   984 19,730 SH   SOLE   19,730 0 0
Sunnova Energy International I Common Stock 86745K104   897 48,983 SH   SOLE   48,983 0 0
Napco Security Technologies In Common Stock 630402105   8,524 246,000 SH   SOLE   246,000 0 0
NetEase Inc ADR 64110W102   2,812 29,086 SH   SOLE   29,086 0 0
NVIDIA Corp Common Stock 67066G104   3,721 8,796 SH   SOLE   8,796 0 0
Prosperity Bancshares Inc Common Stock 743606105   9,093 161,000 SH   SOLE   161,000 0 0
Park City Group Inc Common Stock 700215304   4,641 460,000 SH   SOLE   460,000 0 0
Planet Fitness Inc Common Stock 72703H101   7,823 116,000 SH   SOLE   116,000 0 0
Pool Corp Common Stock 73278L105   17,816 47,555 SH   SOLE   47,555 0 0
Service Corp International/US Common Stock 817565104   11,622 179,930 SH   SOLE   179,930 0 0
SolarEdge Technologies Inc Common Stock 83417M104   4,532 16,844 SH   SOLE   16,844 0 0
Sprouts Farmers Market Inc Common Stock 85208M102   1,690 46,000 SH   SOLE   46,000 0 0
Simply Good Foods Co/The Common Stock 82900L102   8,416 230,000 SH   SOLE   230,000 0 0
Trip.com Group Ltd ADR 89677Q107   175 5,000 SH   SOLE   5,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   787 1,508 SH   SOLE   1,508 0 0
Trex Co Inc Common Stock 89531P105   2,058 31,387 SH   SOLE   31,387 0 0
TSMC ADR 874039100   2,722 26,967 SH   SOLE   26,967 0 0
Tyler Technologies Inc Common Stock 902252105   10,662 25,600 SH   SOLE   25,600 0 0
UnitedHealth Group Inc Common Stock 91324P102   3,079 6,406 SH   SOLE   6,406 0 0
Veeva Systems Inc Common Stock 922475108   1,981 10,019 SH   SOLE   10,019 0 0
Watsco Inc Common Stock 942622200   17,471 45,800 SH   SOLE   45,800 0 0
Xylem Inc/NY Common Stock 98419M100   2,841 25,225 SH   SOLE   25,225 0 0
YETI Holdings Inc Common Stock 98585X104   81 2,098 SH   SOLE   2,098 0 0
Apple Inc Common Stock 037833100   5,892 30,374 SH   SOLE   30,374 0 0
Infosys Ltd ADR 456788108   1,482 92,251 SH   SOLE   92,251 0 0
Advanced Drainage Systems Inc Common Stock 00790R104   11,310 99,400 SH   SOLE   99,400 0 0
PDD Holdings Inc ADR 722304102   1,195 17,286 SH   SOLE   17,286 0 0
ZTO Express Cayman Inc ADR 98980A105   506 20,161 SH   SOLE   20,161 0 0
Dynatrace Inc Common Stock 268150109   4,632 90,000 SH   SOLE   90,000 0 0
Clean Harbors Inc Common Stock 184496107   10,688 65,000 SH   SOLE   65,000 0 0
Brunswick Corp/DE Common Stock 117043109   10,397 120,000 SH   SOLE   120,000 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107   1,332 1,854 SH   SOLE   1,854 0 0
Verra Mobility Corp Common Stock 92511U102   14,062 713,046 SH   SOLE   713,046 0 0
Intuit Inc Common Stock 461202103   2,850 6,221 SH   SOLE   6,221 0 0
Quanta Services Inc Common Stock 74762E102   2,457 12,507 SH   SOLE   12,507 0 0
WillScot Mobile Mini Holdings Common Stock 971378104   12,903 270,000 SH   SOLE   270,000 0 0
Paylocity Holding Corp Common Stock 70438V106   10,666 57,800 SH   SOLE   57,800 0 0
Tradeweb Markets Inc Common Stock 892672106   10,628 155,200 SH   SOLE   155,200 0 0
CyberArk Software Ltd Common Stock M2682V108   7,035 45,000 SH   SOLE   45,000 0 0
AMN Healthcare Services Inc Common Stock 001744101   10,912 100,000 SH   SOLE   100,000 0 0
Molina Healthcare Inc Common Stock 60855R100   7,832 26,000 SH   SOLE   26,000 0 0
Applied Industrial Technologie Common Stock 03820C105   3,302 22,800 SH   SOLE   22,800 0 0
Bentley Systems Inc Common Stock 08265T208   13,937 257,000 SH   SOLE   257,000 0 0
Bio-Techne Corp Common Stock 09073M104   9,796 120,000 SH   SOLE   120,000 0 0
Carlisle Cos Inc Common Stock 142339100   13,340 52,000 SH   SOLE   52,000 0 0
Reinsurance Group of America I Common Stock 759351604   9,556 68,900 SH   SOLE   68,900 0 0
SiteOne Landscape Supply Inc Common Stock 82982L103   11,380 68,000 SH   SOLE   68,000 0 0
AGCO Corp Common Stock 001084102   2,737 20,824 SH   SOLE   20,824 0 0
Keysight Technologies Inc Common Stock 49338L103   2,646 15,801 SH   SOLE   15,801 0 0
Rockwell Automation Inc Common Stock 773903109   2,932 8,901 SH   SOLE   8,901 0 0
Envista Holdings Corp Common Stock 29415F104   8,325 246,000 SH   SOLE   246,000 0 0
Jack Henry & Associates Inc Common Stock 426281101   15,501 92,638 SH   SOLE   92,638 0 0
Jabil Inc Common Stock 466313103   12,088 112,000 SH   SOLE   112,000 0 0
Sensient Technologies Corp Common Stock 81725T100   8,678 122,000 SH   SOLE   122,000 0 0
Tractor Supply Co Common Stock 892356106   2,373 10,734 SH   SOLE   10,734 0 0
Standex International Corp Common Stock 854231107   2,829 20,000 SH   SOLE   20,000 0 0
Hannon Armstrong Sustainable I REIT 41068X100   6,000 240,000 SH   SOLE   240,000 0 0
Hyatt Hotels Corp Common Stock 448579102   2,460 21,469 SH   SOLE   21,469 0 0
IDEXX Laboratories Inc Common Stock 45168D104   1,715 3,415 SH   SOLE   3,415 0 0
Edwards Lifesciences Corp Common Stock 28176E108   2,578 27,325 SH   SOLE   27,325 0 0