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 4,128,700 38,000 SH   SOLE   38,000 0 0
AEHR TEST SYS COM 00760J108 BBG001SB1CS4 35,357 4,850 SH   SOLE   4,850 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 9,727,064 174,790 SH   SOLE   99,790 0 75,000
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 12,878,496 87,300 SH   SOLE   87,300 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 10,828,251 34,206 SH   SOLE   34,206 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 226,159 430 SH   SOLE   430 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 3,900,125 20,500 SH   SOLE   20,500 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 12,433,400 74,900 SH   SOLE   29,900 0 45,000
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 8,190,600 110,000 SH   SOLE   0 0 110,000
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 12,165,462 309,239 SH   SOLE   224,239 0 85,000
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 15,044,458 256,600 SH   SOLE   171,600 0 85,000
BRUKER CORP COM 116794108 BBG001SF69P0 13,302,538 318,700 SH   SOLE   148,700 0 170,000
COGNEX CORP COM 192422103 BBG001S5TC16 4,182,226 140,202 SH   SOLE   140,202 0 0
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 10,203,200 35,000 SH   SOLE   0 0 35,000
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 3,443,363 216,700 SH   SOLE   216,700 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 4,862,138 55,580 SH   SOLE   55,580 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 10,067,652 124,200 SH   SOLE   39,200 0 85,000
FABRINET SHS G3323L100 BBG001SP57F4 6,667,740 33,759 SH   SOLE   759 0 33,000
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 1,353,320 18,400 SH   SOLE   18,400 0 0
FORMFACTOR INC COM 346375108 BBG001SFT2R8 3,239,233 114,501 SH   SOLE   4,501 0 110,000
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 7,383,600 45,000 SH   SOLE   0 0 45,000
GLOBANT S A COM L44385109 BBG00564Y4W2 137,732 1,170 SH   SOLE   1,170 0 0
GRACO INC COM 384109104 BBG001S5RK56 7,515,900 90,000 SH   SOLE   0 0 90,000
HAWKINS INC COM 420261109 BBG001S5S282 1,588,800 15,000 SH   SOLE   0 0 15,000
HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 1,352,061 15,300 SH   SOLE   15,300 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 12,839,250 79,500 SH   SOLE   9,500 0 70,000
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 10,714,637 61,920 SH   SOLE   33,920 0 28,000
MASIMO CORP COM 574795100 BBG001S71GQ6 5,381,180 32,300 SH   SOLE   32,300 0 0
MSCI INC COM 55354G100 BBG001SV8B05 6,786,000 12,000 SH   SOLE   12,000 0 0
NOVA LTD COM M7516K103 BBG001SD4C89 11,820,161 64,125 SH   SOLE   19,125 0 45,000
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 4,115,071 18,835 SH   SOLE   18,835 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 6,553,260 35,000 SH   SOLE   0 0 35,000
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 2,272,500 45,000 SH   SOLE   0 0 45,000
PURE STORAGE INC CL A 74624M102 BBG00212PW10 113,774 2,570 SH   SOLE   2,570 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 14,047,800 260,000 SH   SOLE   140,000 0 120,000
SITIME CORP COM 82982T106 BBG00QNSY276 6,979,891 45,659 SH   SOLE   659 0 45,000
STEVANATO GROUP S P A ORD SHS T9224W109 BBG001V2NPF1 3,573,500 175,000 SH   SOLE   0 0 175,000
STRIDE INC COM 86333M108 BBG001SNN4P5 17,785,900 140,600 SH   SOLE   45,600 0 95,000
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 6,977,620 47,000 SH   SOLE   47,000 0 0
TRANSCAT INC COM 893529107 BBG001S5WVW6 2,978,000 40,000 SH   SOLE   0 0 40,000
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 10,339,254 153,675 SH   SOLE   93,675 0 60,000
TREX CO INC COM 89531P105 BBG001SB6TV8 17,011,680 292,800 SH   SOLE   142,800 0 150,000
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 24,105,011 41,461 SH   SOLE   21,461 0 20,000
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 2,230,983 15,995 SH   SOLE   15,995 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 9,318,475 40,230 SH   SOLE   40,230 0 0
ZSCALER INC COM 98980G102 BBG003338H61 99,210 500 SH   SOLE   500 0 0