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 26,079 219,500 SH   SOLE   219,500 0 0
ALARM COM HLDGS INC COM 011642105 17,811 268,000 SH   SOLE   268,000 0 0
AMBARELLA INC SHS G037AX101 173 1,650 SH   SOLE   1,650 0 0
AMERESCO INC CL A 02361E108 19,001 239,000 SH   SOLE   239,000 0 0
ANSYS INC COM 03662Q105 36,959 116,350 SH   SOLE   116,350 0 0
AVALARA INC COM 05338G106 299 3,000 SH   SOLE   3,000 0 0
AXON ENTERPRISE INC COM 05464C101 3,657 26,550 SH   SOLE   1,550 0 25,000
BADGER METER INC COM 056525108 16,452 165,000 SH   SOLE   165,000 0 0
BIO-TECHNE CORP COM 09073M104 38,952 89,950 SH   SOLE   69,750 0 20,200
BRUKER CORP COM 116794108 39,377 612,400 SH   SOLE   513,500 0 98,900
CATALENT INC COM 148806102 11,374 102,500 SH   SOLE   102,500 0 0
COGNEX CORP COM 192422103 44,685 579,200 SH   SOLE   514,200 0 65,000
CSW INDUSTRIALS INC COM 126402106 11,171 95,000 SH   SOLE   0 0 95,000
DEXCOM INC COM 252131107 20,208 39,500 SH   SOLE   39,500 0 0
DIGITAL TURBINE INC COM NEW 25400W102 2,891 66,000 SH   SOLE   6,000 0 60,000
ENERGY RECOVERY INC COM 29270J100 17,804 884,000 SH   SOLE   709,000 0 175,000
ENTEGRIS INC COM 29362U104 44,051 335,600 SH   SOLE   280,600 0 55,000
EXPONENT INC COM 30214U102 8,223 76,100 SH   SOLE   0 0 76,100
FOX FACTORY HLDG CORP COM 35138V102 4,437 45,300 SH   SOLE   0 0 45,300
HOULIHAN LOKEY INC CL A 441593100 9,878 112,500 SH   SOLE   12,500 0 100,000
ICON PLC SHS G4705A100 49,349 202,900 SH   SOLE   152,800 0 50,100
IDEX CORP COM 45167R104 31,064 162,000 SH   SOLE   162,000 0 0
IDEXX LABS INC COM 45168D104 31,347 57,300 SH   SOLE   57,300 0 0
INMODE LTD SHS M5425M103 3,110 84,250 SH   SOLE   4,250 0 80,000
KORNIT DIGITAL LTD SHS M6372Q113 3,018 36,500 SH   SOLE   1,800 0 34,700
MASIMO CORP COM 574795100 18,948 130,000 SH   SOLE   112,000 0 18,000
MAXCYTE INC COM 57777K106 6,557 929,000 SH   SOLE   679,000 0 250,000
MIDDLESEX WTR CO COM 596680108 15,776 150,000 SH   SOLE   150,000 0 0
MSCI INC COM 55354G100 1,509 3,000 SH   SOLE   3,000 0 0
NATIONAL RESH CORP COM NEW 637372202 2,661 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 39,311 361,050 SH   SOLE   266,750 0 94,300
PAYCOM SOFTWARE INC COM 70432V102 2,114 6,100 SH   SOLE   6,100 0 0
PAYLOCITY HLDG CORP COM 70438V106 9,260 45,000 SH   SOLE   0 0 45,000
ROLLINS INC COM 775711104 4,907 140,000 SH   SOLE   40,000 0 100,000
SITIME CORP COM 82982T106 5,669 22,875 SH   SOLE   2,875 0 20,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 50,548 156,800 SH   SOLE   121,800 0 35,000
TECHTARGET INC COM 87874R100 9,900 121,800 SH   SOLE   4,900 0 116,900
TRANSMEDICS GROUP INC COM 89377M109 283 10,500 SH   SOLE   10,500 0 0
TREX CO INC COM 89531P105 39,721 608,000 SH   SOLE   498,000 0 110,000
TYLER TECHNOLOGIES INC COM 902252105 28,618 64,325 SH   SOLE   42,325 0 22,000
UNITY SOFTWARE INC COM 91332U101 422 4,250 SH   SOLE   4,250 0 0
VEEVA SYS INC CL A COM 922475108 27,588 129,850 SH   SOLE   129,850 0 0
XPEL INC COM 98379L100 5,253 99,850 SH   SOLE   21,250 0 78,600
XYLEM INC COM 98419M100 19,953 234,000 SH   SOLE   234,000 0 0
ZSCALER INC COM 98980G102 31,029 128,600 SH   SOLE   128,600 0 0