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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 10,330 95,500 SH   SOLE   95,500 0 0
ALARM COM HLDGS INC COM 011642105 16,400 209,750 SH   SOLE   209,750 0 0
AMBARELLA INC SHS G037AX101 257 1,650 SH   SOLE   1,650 0 0
ANSYS INC COM 03662Q105 34,505 101,350 SH   SOLE   101,350 0 0
AVALARA INC COM 05338G106 350 2,000 SH   SOLE   2,000 0 0
AXON ENTERPRISE INC COM 05464C101 3,719 21,250 SH   SOLE   1,250 0 20,000
BADGER METER INC COM 056525108 14,311 141,500 SH   SOLE   141,500 0 0
BIO-TECHNE CORP COM 09073M104 45,283 93,450 SH   SOLE   73,250 0 20,200
BRUKER CORP COM 116794108 44,704 572,400 SH   SOLE   473,500 0 98,900
COGNEX CORP COM 192422103 29,818 371,700 SH   SOLE   371,700 0 0
CSW INDUSTRIALS INC COM 126402106 9,565 74,900 SH   SOLE   0 0 74,900
DEXCOM INC COM 252131107 31,991 58,500 SH   SOLE   58,500 0 0
DIGITAL TURBINE INC COM NEW 25400W102 4,469 65,000 SH   SOLE   5,000 0 60,000
ENERGY RECOVERY INC COM 29270J100 18,535 974,000 SH   SOLE   799,000 0 175,000
ENTEGRIS INC COM 29362U104 28,529 226,600 SH   SOLE   191,600 0 35,000
EVERBRIDGE INC COM 29978A104 430 2,850 SH   SOLE   2,850 0 0
EXPONENT INC COM 30214U102 8,611 76,100 SH   SOLE   0 0 76,100
FOX FACTORY HLDG CORP COM 35138V102 6,534 45,300 SH   SOLE   0 0 45,300
HOULIHAN LOKEY INC CL A 441593100 17,066 185,300 SH   SOLE   15,000 0 170,300
ICON PLC SHS G4705A100 56,308 214,900 SH   SOLE   164,800 0 50,100
IDEX CORP COM 45167R104 27,839 134,500 SH   SOLE   134,500 0 0
IDEXX LABS INC COM 45168D104 33,209 53,400 SH   SOLE   53,400 0 0
INMODE LTD SHS M5425M103 6,637 41,625 SH   SOLE   1,625 0 40,000
KORNIT DIGITAL LTD SHS M6372Q113 5,022 34,700 SH   SOLE   0 0 34,700
MASIMO CORP COM 574795100 27,870 102,950 SH   SOLE   84,950 0 18,000
MAXCYTE INC COM 57777K106 30,996 2,549,000 SH   SOLE   2,299,000 0 250,000
MIDDLESEX WTR CO COM 596680108 14,389 140,000 SH   SOLE   140,000 0 0
MSCI INC COM 55354G100 1,217 2,000 SH   SOLE   2,000 0 0
NATIONAL RESH CORP COM NEW 637372202 2,830 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 38,364 375,050 SH   SOLE   280,750 0 94,300
NOVOCURE LTD ORD SHS G6674U108 11,005 94,800 SH   SOLE   74,400 0 20,400
PAYCOM SOFTWARE INC COM 70432V102 1,909 3,850 SH   SOLE   3,850 0 0
PAYLOCITY HLDG CORP COM 70438V106 12,618 45,000 SH   SOLE   0 0 45,000
ROLLINS INC COM 775711104 4,770 135,000 SH   SOLE   35,000 0 100,000
SIMULATIONS PLUS INC COM 829214105 17,692 447,900 SH   SOLE   310,000 0 137,900
SITIME CORP COM 82982T106 4,619 22,625 SH   SOLE   2,625 0 20,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 39,213 147,850 SH   SOLE   115,550 0 32,300
TECHTARGET INC COM 87874R100 9,940 120,600 SH   SOLE   3,700 0 116,900
TORO CO COM 891092108 2,718 27,900 SH   SOLE   0 0 27,900
TRANSMEDICS GROUP INC COM 89377M109 347 10,500 SH   SOLE   10,500 0 0
TREX CO INC COM 89531P105 50,251 493,000 SH   SOLE   393,000 0 100,000
TYLER TECHNOLOGIES INC COM 902252105 10,080 21,975 SH   SOLE   3,975 0 18,000
UNITY SOFTWARE INC COM 91332U101 486 3,850 SH   SOLE   3,850 0 0
VEEVA SYS INC CL A COM 922475108 27,582 95,750 SH   SOLE   95,750 0 0
XPEL INC COM 98379L100 6,266 82,600 SH   SOLE   4,000 0 78,600
XYLEM INC COM 98419M100 31,415 254,000 SH   SOLE   254,000 0 0
ZSCALER INC COM 98980G102 28,472 108,600 SH   SOLE   108,600 0 0