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
ASGN INC COM 00191U102   19,089,854 158,991 SH   SOLE   55,783 0 103,208
ALAMO GROUP INC COM 011311107   1,462,419 5,460 SH   SOLE   5,460 0 0
ALIGN TECHNOLOGY INC COM 016255101   12,486,228 41,565 SH   SOLE   7,845 0 33,720
AMPHENOL CORP NEW CL A 032095101   350,201 3,500 SH   SOLE   3,500 0 0
BALCHEM CORP COM 057665200   4,482,877 19,090 SH   SOLE   19,090 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   335,214 4,050 SH   SOLE   4,050 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   376,854 4,827 SH   SOLE   4,827 0 0
CBIZ INC COM 124805102   3,405,937 28,890 SH   SOLE   28,890 0 0
CSW INDUSTRIALS INC COM 126402106   3,624,054 7,130 SH   SOLE   7,130 0 0
CARLISLE COS INC COM 142339100   1,801,417 3,390 SH   SOLE   3,390 0 0
CHARLES RIV LABS INTL INC COM 159864107   21,050,344 79,150 SH   SOLE   21,510 0 57,640
CHEMED CORP NEW COM 16359R103   3,633,252 4,760 SH   SOLE   4,760 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   2,178,957 18,020 SH   SOLE   18,020 0 0
COMFORT SYS USA INC COM 199908104   2,297,163 3,760 SH   SOLE   3,760 0 0
COOPER COS INC COM 216648501   9,385,015 70,860 SH   SOLE   13,220 0 57,640
DOUBLEVERIFY HLDGS INC COM 25862V105   23,789,770 859,580 SH   SOLE   312,820 0 546,760
ENSIGN GROUP INC COM 29358P101   3,860,795 20,170 SH   SOLE   20,170 0 0
EXPONENT INC COM 30214U102   3,686,066 28,715 SH   SOLE   28,715 0 0
FTI CONSULTING INC COM 302941109   5,039,141 18,300 SH   SOLE   18,300 0 0
FIVE BELOW INC COM 33829M101   3,614,084 23,900 SH   SOLE   23,900 0 0
GILDAN ACTIVEWEAR INC COM 375916103   291,477 4,300 SH   SOLE   4,300 0 0
GLOBAL INDUSTRIAL COMPANY COM 37892E102   2,848,644 79,760 SH   SOLE   79,760 0 0
GOGO INC COM 38046C109   1,296,948 111,275 SH   SOLE   111,275 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   18,468,450 76,041 SH   SOLE   30,745 0 45,296
HENRY JACK & ASSOC INC COM 426281101   22,020,146 87,189 SH   SOLE   34,909 0 52,280
IMAX CORP COM 45245E109   329,911 8,945 SH   SOLE   8,945 0 0
INSPERITY INC COM 45778Q107   1,008,375 9,030 SH   SOLE   9,030 0 0
INSTALLED BLDG PRODS INC COM 45780R101   1,330,593 5,270 SH   SOLE   5,270 0 0
INTEGER HLDGS CORP COM 45826H109   7,811,610 40,915 SH   SOLE   6,265 0 34,650
INTERPARFUMS INC COM 458334109   1,642,686 8,670 SH   SOLE   8,670 0 0
LANDSTAR SYS INC COM 515098101   3,454,026 13,950 SH   SOLE   13,950 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105   4,075,990 79,560 SH   SOLE   79,560 0 0
PTC INC COM 69370C100   26,495,633 100,020 SH   SOLE   19,720 0 80,300
RLI CORP COM 749607107   2,441,215 10,280 SH   SOLE   10,280 0 0
RPM INTL INC COM 749685103   1,678,086 9,465 SH   SOLE   9,465 0 0
S&P GLOBAL INC COM 78409V104   24,965,997 34,795 SH   SOLE   5,595 0 29,200
SPS COMM INC COM 78463M107   1,945,660 7,340 SH   SOLE   7,340 0 0
THOMSON REUTERS CORP COM 884903808   363,921 1,575 SH   SOLE   1,575 0 0
TRANSUNION COM 89400J107   16,191,808 121,225 SH   SOLE   25,975 0 95,250
TREX CO INC COM 89531P105   3,260,044 32,780 SH   SOLE   32,780 0 0
UFP TECHNOLOGIES INC COM 902673102   1,852,930 5,260 SH   SOLE   5,260 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   1,493,771 5,100 SH   SOLE   5,100 0 0
WINMARK CORP COM 974250102   5,940,486 10,490 SH   SOLE   10,490 0 0
XPEL INC COM 98379L100   2,677,427 46,530 SH   SOLE   46,530 0 0