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
CIMPRESS PLC SHS EURO G2143T103 415 5,520 SH   SOLE   0 0 5,520
ASGN INC COM 00191U102 5,266 82,858 SH   SOLE   0 0 82,858
ALIGN TECHNOLOGY INC COM 016255101 9,854 30,100 SH   SOLE   0 0 30,100
ALPHABET INC CAP STK CL A 02079K305 277 189 SH   SOLE   0 0 189
ANSYS INC COM 03662Q105 13,402 40,955 SH   SOLE   0 0 40,955
APPLE INC COM 037833100 268 2,316 SH   SOLE   0 0 2,316
BALCHEM CORP COM 057665200 867 8,880 SH   SOLE   0 0 8,880
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 254 1,193 SH   SOLE   0 0 1,193
CABLE ONE INC COM 12685J105 943 500 SH   SOLE   0 0 500
CARLISLE COS INC COM 142339100 1,883 15,390 SH   SOLE   0 0 15,390
CHARLES RIV LABS INTL INC COM 159864107 16,444 72,615 SH   SOLE   0 0 72,615
CHEMED CORP NEW COM 16359R103 1,052 2,190 SH   SOLE   0 0 2,190
COLUMBIA SPORTSWEAR CO COM 198516106 746 8,580 SH   SOLE   0 0 8,580
COMFORT SYS USA INC COM 199908104 1,437 27,900 SH   SOLE   0 0 27,900
COMMUNITY BK SYS INC COM 203607106 657 12,070 SH   SOLE   0 0 12,070
COOPER COS INC COM NEW 216648402 12,169 36,096 SH   SOLE   0 0 36,096
DANAHER CORPORATION COM 235851102 204 948 SH   SOLE   0 0 948
EMERGENT BIOSOLUTIONS INC COM 29089Q105 12,399 119,994 SH   SOLE   0 0 119,994
FRONTDOOR INC COM 35905A109 7,842 201,544 SH   SOLE   0 0 201,544
GARTNER INC COM 366651107 11,375 91,035 SH   SOLE   0 0 91,035
GENERAC HLDGS INC COM 368736104 614 3,170 SH   SOLE   0 0 3,170
HENRY JACK & ASSOC INC COM 426281101 11,796 72,550 SH   SOLE   0 0 72,550
HEXCEL CORP NEW COM 428291108 462 13,780 SH   SOLE   0 0 13,780
IPG PHOTONICS CORP COM 44980X109 7,876 46,337 SH   SOLE   0 0 46,337
IMAX CORP COM 45245E109 662 55,325 SH   SOLE   0 0 55,325
INSTALLED BLDG PRODS INC COM 45780R101 1,384 13,600 SH   SOLE   0 0 13,600
INTUIT COM 461202103 12,641 38,750 SH   SOLE   0 0 38,750
KEMPER CORP COM 488401100 1,044 15,620 SH   SOLE   0 0 15,620
KINSALE CAP GROUP INC COM 49714P108 11,533 60,645 SH   SOLE   0 0 60,645
MSA SAFETY INC COM 553498106 676 5,039 SH   SOLE   0 0 5,039
MICROSOFT CORP COM 594918104 265 1,262 SH   SOLE   0 0 1,262
ORACLE CORP COM 68389X105 208 3,487 SH   SOLE   0 0 3,487
RPM INTL INC COM 749685103 1,195 14,425 SH   SOLE   0 0 14,425
REALPAGE INC COM 75606N109 11,688 202,775 SH   SOLE   0 0 202,775
S&P GLOBAL INC COM 78409V104 14,959 41,485 SH   SOLE   0 0 41,485
SIGNATURE BK NEW YORK N Y COM 82669G104 7,418 89,380 SH   SOLE   0 0 89,380
STONEX GROUP INC COM 861896108 931 18,200 SH   SOLE   0 0 18,200
THERMO FISHER SCIENTIFIC INC COM 883556102 314 712 SH   SOLE   0 0 712
TRANSUNION COM 89400J107 12,513 148,740 SH   SOLE   0 0 148,740
TREX CO INC COM 89531P105 5,817 81,240 SH   SOLE   0 0 81,240
U S PHYSICAL THERAPY COM 90337L108 424 4,880 SH   SOLE   0 0 4,880
VALMONT INDS INC COM 920253101 265 2,130 SH   SOLE   0 0 2,130
VISA INC COM CL A 92826C839 295 1,476 SH   SOLE   0 0 1,476
WINMARK CORP COM 974250102 744 4,320 SH   SOLE   0 0 4,320