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
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 14,627,155 128,500 SH   SOLE   128,500 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 16,079,820 263,000 SH   SOLE   193,000 0 70,000
AMBARELLA INC SHS G037AX101 BBG001V1SN18 116,666 2,200 SH   SOLE   2,200 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 18,128,712 146,400 SH   SOLE   146,400 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 27,664,711 92,975 SH   SOLE   92,975 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 6,198,539 31,150 SH   SOLE   1,150 0 30,000
BADGER METER INC COM 056525108 BBG001S5P8Q2 16,257,310 113,000 SH   SOLE   113,000 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 23,319,520 188,000 SH   SOLE   148,000 0 40,000
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 14,489,970 288,875 SH   SOLE   248,875 0 40,000
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 27,827,016 408,800 SH   SOLE   328,000 0 80,800
BRUKER CORP COM 116794108 BBG001SF69P0 33,099,990 531,300 SH   SOLE   391,300 0 140,000
COGNEX CORP COM 192422103 BBG001S5TC16 12,668,340 298,500 SH   SOLE   238,500 0 60,000
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 7,885,800 45,000 SH   SOLE   0 0 45,000
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 17,991,383 848,250 SH   SOLE   633,250 0 215,000
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 14,180,410 151,000 SH   SOLE   151,000 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 17,505,200 204,500 SH   SOLE   124,500 0 80,000
FABRINET SHS G3323L100 BBG001SP57F4 6,664,800 40,000 SH   SOLE   0 0 40,000
FORMFACTOR INC COM 346375108 BBG001SFT2R8 4,559,670 130,500 SH   SOLE   5,500 0 125,000
FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 4,954,000 50,000 SH   SOLE   0 0 50,000
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 15,103,920 141,000 SH   SOLE   31,000 0 110,000
ICON PLC SHS G4705A100 BBG001SDCL35 36,518,875 148,300 SH   SOLE   108,300 0 40,000
IDEX CORP COM 45167R104 BBG001S67N14 18,097,740 87,000 SH   SOLE   87,000 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 2,186,350 5,000 SH   SOLE   5,000 0 0
INMODE LTD SHS M5425M103 BBG00PPS74F3 3,205,915 105,250 SH   SOLE   5,250 0 100,000
MASIMO CORP COM 574795100 BBG001S71GQ6 12,472,480 142,250 SH   SOLE   142,250 0 0
MAXCYTE INC COM 57777K106 BBG00CFTQNG7 90,226 29,000 SH   SOLE   29,000 0 0
MSCI INC COM 55354G100 BBG001SV8B05 17,188,180 33,500 SH   SOLE   33,500 0 0
NATIONAL RESH CORP COM NEW 637372202 BBG004K1F9R1 2,977,227 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 BBG001SD4C89 23,412,819 208,225 SH   SOLE   158,225 0 50,000
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 2,748,262 10,600 SH   SOLE   10,600 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 5,451,000 30,000 SH   SOLE   0 0 30,000
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 15,948,790 209,000 SH   SOLE   169,000 0 40,000
ROLLINS INC COM 775711104 BBG001S5VRG4 6,812,725 182,500 SH   SOLE   82,500 0 100,000
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 169,235 850 SH   SOLE   850 0 0
SITIME CORP COM 82982T106 BBG00QNSY276 6,575,088 57,550 SH   SOLE   2,550 0 55,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 11,484,299 88,675 SH   SOLE   68,675 0 20,000
TECHTARGET INC COM 87874R100 BBG001S9R748 1,821,600 60,000 SH   SOLE   0 0 60,000
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 391,463 7,150 SH   SOLE   7,150 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 25,607,265 415,500 SH   SOLE   275,500 0 140,000
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 27,705,545 71,750 SH   SOLE   46,750 0 25,000
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 94,170 3,000 SH   SOLE   3,000 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 25,546,914 125,550 SH   SOLE   125,550 0 0
XPEL INC COM 98379L100 BBG001S6JQ87 8,856,084 114,850 SH   SOLE   36,250 0 78,600
XYLEM INC COM 98419M100 BBG001V05C73 13,569,430 149,000 SH   SOLE   149,000 0 0
ZSCALER INC COM 98980G102 BBG003338H61 198,377 1,275 SH   SOLE   1,275 0 0