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
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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
ADEIA INC COM 00676P107   8,598,365 721,945 SH   SOLE N/A 721,945 0 0
ADOBE INC COM 00724F101   43,815,061 84,621 SH   SOLE N/A 81,624 0 2,997
ADVANCED MICRO DEVICES INC COM 007903107   2,411,484 14,697 SH   SOLE N/A 14,697 0 0
ALARM COM HLDGS INC COM 011642105   1,629,385 29,804 SH   SOLE N/A 29,804 0 0
ALBANY INTL CORP CL A 012348108   2,366,076 26,630 SH   SOLE N/A 26,630 0 0
ALCON AG ORD SHS H01301128   538,196,702 5,384,201 SH   SOLE N/A 5,119,043 0 265,158
ALKAMI TECHNOLOGY INC COM 01644J108   2,265,960 71,844 SH   SOLE N/A 71,844 0 0
ALPHABET INC CAP STK CL C 02079K107   78,126,048 467,289 SH   SOLE N/A 451,754 0 15,535
ALTAIR ENGR INC COM CL A 021369103   2,038,756 21,346 SH   SOLE N/A 21,346 0 0
AMAZON COM INC COM 023135106   89,475,107 480,197 SH   SOLE N/A 464,192 0 16,005
AMPHENOL CORP NEW CL A 032095101   49,054,729 752,835 SH   SOLE N/A 752,835 0 0
API GROUP CORP COM STK 00187Y100   127,537,174 3,862,422 SH   SOLE N/A 3,059,186 0 803,236
APOLLO GLOBAL MGMT INC COM 03769M106   292,660,633 2,342,972 SH   SOLE N/A 2,117,308 0 225,664
AUTODESK INC COM 052769106   66,116,577 240,005 SH   SOLE N/A 232,051 0 7,954
AVIAT NETWORKS INC COM NEW 05366Y201   2,177,254 100,659 SH   SOLE N/A 100,659 0 0
BADGER METER INC COM 056525108   936,324 4,287 SH   SOLE N/A 4,287 0 0
BIO RAD LABS INC CL A 090572207   237,033,870 708,452 SH   SOLE N/A 708,452 0 0
BIO-TECHNE CORP COM 09073M104   147,067,603 1,839,955 SH   SOLE N/A 1,758,373 0 81,582
BLOOM ENERGY CORP COM CL A 093712107   1,304,392 123,522 SH   SOLE N/A 123,522 0 0
BOOT BARN HLDGS INC COM 099406100   1,884,744 11,267 SH   SOLE N/A 11,267 0 0
BROADCOM INC COM 11135F101   5,082,713 29,465 SH   SOLE N/A 29,465 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   516,986,662 9,723,279 SH   SOLE N/A 9,483,454 0 239,825
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   190,209,945 5,428,366 SH   SOLE N/A 5,306,437 0 121,929
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   76,496,611 2,714,571 SH   SOLE N/A 2,681,003 0 33,568
BROWN & BROWN INC COM 115236101   991,791,808 9,573,280 SH   SOLE N/A 9,280,631 0 292,649
BURLINGTON STORES INC COM 122017106   43,548,765 165,283 SH   SOLE N/A 130,915 0 34,368
BWX TECHNOLOGIES INC COM 05605H100   53,823,675 495,158 SH   SOLE N/A 495,158 0 0
CACI INTL INC CL A 127190304   166,844,873 330,674 SH   SOLE N/A 320,920 0 9,754
CADRE HLDGS INC COM 12763L105   1,454,358 38,323 SH   SOLE N/A 38,323 0 0
CAE INC COM 124765108   24,038,868 1,279,059 SH   SOLE N/A 1,279,059 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   198,704,601 2,320,785 SH   SOLE N/A 2,244,424 0 76,361
CARGURUS INC COM CL A 141788109   34,450,026 1,147,187 SH   SOLE N/A 1,147,187 0 0
CASELLA WASTE SYS INC CL A 147448104   2,917,743 29,327 SH   SOLE N/A 29,327 0 0
CDW CORP COM 12514G108   1,084,450,646 4,792,093 SH   SOLE N/A 4,630,403 0 161,690
CERTARA INC COM 15687V109   2,286,296 195,243 SH   SOLE N/A 195,243 0 0
CHEFS WHSE INC COM 163086101   3,254,053 77,459 SH   SOLE N/A 77,459 0 0
CINCINNATI FINL CORP COM 172062101   152,365,378 1,119,346 SH   SOLE N/A 1,111,509 0 7,837
CITIZENS FINL GROUP INC COM 174610105   1,248,528 30,400 SH Call SOLE N/A 30,400 0 0
CLEAN HARBORS INC COM 184496107   403,907,562 1,671,042 SH   SOLE N/A 1,602,040 0 69,002
CLEARFIELD INC COM 18482P103   805,849 20,684 SH   SOLE N/A 20,684 0 0
COHERENT CORP COM 19247G107   68,636,475 771,977 SH   SOLE N/A 771,977 0 0
COMPASS MINERALS INTL INC COM 20451N101   17,975,597 1,495,474 SH   SOLE N/A 1,495,474 0 0
COOPER COS INC COM 216648501   18,574,967 168,343 SH   SOLE N/A 133,345 0 34,998
CORE & MAIN INC CL A 21874C102   727,050,977 16,375,022 SH   SOLE N/A 15,807,999 0 567,023
CRANE COMPANY COMMON STOCK 224408104   95,356,261 602,453 SH   SOLE N/A 602,453 0 0
CRH PLC ORD G25508105   1,159,321,132 12,500,767 SH   SOLE N/A 12,169,482 0 331,285
CSW INDUSTRIALS INC COM 126402106   2,971,789 8,111 SH   SOLE N/A 8,111 0 0
CURTISS WRIGHT CORP COM 231561101   55,361,257 168,430 SH   SOLE N/A 168,430 0 0
DANAHER CORPORATION COM 235851102   83,651,770 300,884 SH   SOLE N/A 256,833 0 44,051
DAVITA INC COM 23918K108   154,700,741 943,700 SH Put SOLE N/A 943,700 0 0
DAYFORCE INC COM 15677J108   866,482,680 14,146,656 SH   SOLE N/A 13,700,500 0 446,156
DOCUSIGN INC COM 256163106   23,760,850 382,684 SH   SOLE N/A 370,384 0 12,300
DUCKHORN PORTFOLIO INC COM 26414D106   1,024,042 176,255 SH   SOLE N/A 176,255 0 0
ELI LILLY & CO COM 532457108   7,087,520 8,000 SH Put SOLE N/A 8,000 0 0
EMCOR GROUP INC COM 29084Q100   450,954,343 1,047,440 SH   SOLE N/A 1,017,616 0 29,824
ENERGY RECOVERY INC COM 29270J100   2,106,694 121,144 SH   SOLE N/A 121,144 0 0
ENOVIS CORPORATION COM 194014502   605,843 14,073 SH   SOLE N/A 14,073 0 0
ENTEGRIS INC COM 29362U104   460,099,498 4,088,683 SH   SOLE N/A 3,962,552 0 126,131
FORTIVE CORP COM 34959J108   282,358,104 3,577,323 SH   SOLE N/A 3,070,890 0 506,433
FORTUNE BRANDS INNOVATIONS I COM 34964C106   766,328,991 8,559,466 SH   SOLE N/A 8,284,473 0 274,993
GARMIN LTD SHS H2906T109   268,248,244 1,523,878 SH   SOLE N/A 1,523,878 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   2,579,864 64,096 SH   SOLE N/A 64,096 0 0
GLOBUS MED INC CL A 379577208   91,775,375 1,282,854 SH   SOLE N/A 1,282,854 0 0
GOGO INC COM 38046C109   1,279,785 178,243 SH   SOLE N/A 178,243 0 0
GRAY TELEVISION INC COM 389375106   104,874 19,566 SH   SOLE N/A 19,566 0 0
HAMILTON LANE INC CL A 407497106   44,141,755 262,140 SH   SOLE N/A 262,140 0 0
HUB GROUP INC CL A 443320106   88,219,359 1,941,020 SH   SOLE N/A 1,941,020 0 0
HYATT HOTELS CORP COM CL A 448579102   88,445,703 581,115 SH   SOLE N/A 581,115 0 0
ILLUMINA INC COM 452327109   88,695,232 680,126 SH   SOLE N/A 538,699 0 141,427
INTEL CORP COM 458140100   2,434,069 103,754 SH   SOLE N/A 103,754 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   29,795,142 978,494 SH   SOLE N/A 978,494 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   15,762,880 496,000 SH Call SOLE N/A 496,000 0 0
ITT INC COM 45073V108   633,620,240 4,237,979 SH   SOLE N/A 4,097,320 0 140,659
JONES LANG LASALLE INC COM 48020Q107   246,689,172 914,307 SH   SOLE N/A 914,307 0 0
KADANT INC COM 48282T104   4,385,212 12,974 SH   SOLE N/A 12,974 0 0
KIRBY CORP COM 497266106   120,529,642 984,478 SH   SOLE N/A 984,478 0 0
LABCORP HOLDINGS INC COM SHS 504922105   142,127,916 635,976 SH   SOLE N/A 635,976 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   42,182,463 315,737 SH   SOLE N/A 315,737 0 0
LAUDER ESTEE COS INC CL A 518439104   72,628,153 728,540 SH   SOLE N/A 728,540 0 0
LAUDER ESTEE COS INC CL A 518439104   3,588,840 36,000 SH Call SOLE N/A 36,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,376,696,493 12,573,719 SH   SOLE N/A 12,165,554 0 408,165
LOAR HOLDINGS INC COM SHS 53947R105   1,163,977 15,605 SH   SOLE N/A 15,605 0 0
LUMENTUM HLDGS INC COM 55024U109   1,630,767 25,730 SH   SOLE N/A 25,730 0 0
MARTIN MARIETTA MATLS INC COM 573284106   941,758,801 1,749,668 SH   SOLE N/A 1,695,757 0 53,911
MATTHEWS INTL CORP CL A 577128101   918,650 39,597 SH   SOLE N/A 39,597 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   507,009 24,648 SH   SOLE N/A 24,648 0 0
MESA LABS INC COM 59064R109   1,691,686 13,027 SH   SOLE N/A 13,027 0 0
META PLATFORMS INC CL A 30303M102   55,594,228 97,118 SH   SOLE N/A 93,850 0 3,268
MICROSOFT CORP COM 594918104   78,040,069 181,362 SH   SOLE N/A 174,694 0 6,668
MIDDLEBY CORP COM 596278101   912,832,069 6,561,001 SH   SOLE N/A 6,349,202 0 211,799
MIRION TECHNOLOGIES INC COM CL A 60471A101   47,796,983 4,317,704 SH   SOLE N/A 4,317,704 0 0
MOHAWK INDS INC COM 608190104   249,581,994 1,553,286 SH   SOLE N/A 1,553,286 0 0
MOODYS CORP COM 615369105   30,582,580 64,440 SH   SOLE N/A 62,293 0 2,147
MORNINGSTAR INC COM 617700109   561,434,517 1,759,321 SH   SOLE N/A 1,671,973 0 87,348
MSCI INC COM 55354G100   32,564,219 55,863 SH   SOLE N/A 54,002 0 1,861
MYR GROUP INC DEL COM 55405W104   666,744 6,522 SH   SOLE N/A 6,522 0 0
NATIONAL RESH CORP COM NEW 637372202   773,560 33,839 SH   SOLE N/A 33,839 0 0
NCINO INC COM 63947X101   1,625,432 51,454 SH   SOLE N/A 51,454 0 0
NEOGEN CORP COM 640491106   222,584,522 13,241,197 SH   SOLE N/A 12,579,266 0 661,931
ON HLDG AG NAMEN AKT A H5919C104   219,821,141 4,383,273 SH   SOLE N/A 4,383,273 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   85,276,841 5,165,163 SH   SOLE N/A 5,165,163 0 0
OUTFRONT MEDIA INC COM 69007J106   1,330,730 72,401 SH   SOLE N/A 72,401 0 0
PAYCHEX INC COM 704326107   218,138,056 1,625,591 SH   SOLE N/A 1,542,688 0 82,903
PAYPAL HLDGS INC COM 70450Y103   92,328,217 1,183,240 SH   SOLE N/A 937,263 0 245,977
PELOTON INTERACTIVE INC CL A COM 70614W100   195,310 41,733 SH   SOLE N/A 41,733 0 0
PFIZER INC COM 717081103   5,023,984 173,600 SH Call SOLE N/A 173,600 0 0
POLARIS INC COM 731068102   161,592,896 1,941,289 SH   SOLE N/A 1,941,289 0 0
POLARIS INC COM 731068102   3,895,632 46,800 SH Call SOLE N/A 46,800 0 0
PORTILLOS INC COM CL A 73642K106   1,558,358 115,691 SH   SOLE N/A 115,691 0 0
PTC INC COM 69370C100   143,473,849 794,165 SH   SOLE N/A 760,824 0 33,341
QUANTA SVCS INC COM 74762E102   403,608,040 1,353,708 SH   SOLE N/A 1,296,280 0 57,428
RESMED INC COM 761152107   257,839,544 1,056,200 SH Put SOLE N/A 1,056,200 0 0
REVVITY INC COM 714046109   661,007,116 5,174,224 SH   SOLE N/A 5,020,861 0 153,363
RH COM 74967X103   48,480,979 144,966 SH   SOLE N/A 144,966 0 0
S&P GLOBAL INC COM 78409V104   64,115,125 124,105 SH   SOLE N/A 124,105 0 0
SALESFORCE INC COM 79466L302   214,669,384 784,295 SH   SOLE N/A 737,552 0 46,743
SERVICE CORP INTL COM 817565104   720,118,802 9,123,512 SH   SOLE N/A 8,811,110 0 312,402
SHOPIFY INC CL A 82509L107   226,965,937 2,832,118 SH   SOLE N/A 2,832,118 0 0
SIGNET JEWELERS LIMITED SHS G81276100   729,304,075 7,071,011 SH   SOLE N/A 6,866,330 0 204,681
SMITH A O CORP COM 831865209   379,153,296 4,220,787 SH   SOLE N/A 4,040,843 0 179,944
SPOTIFY TECHNOLOGY S A SHS L8681T102   39,110,246 106,125 SH   SOLE N/A 106,125 0 0
SPS COMM INC COM 78463M107   1,425,014 7,339 SH   SOLE N/A 7,339 0 0
STERIS PLC SHS USD G8473T100   237,673,192 979,934 SH   SOLE N/A 922,095 0 57,839
STERLING INFRASTRUCTURE INC COM 859241101   795,580 5,486 SH   SOLE N/A 5,486 0 0
SUMMIT MATLS INC CL A 86614U100   3,307,168 84,734 SH   SOLE N/A 84,734 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   229,296,154 1,320,298 SH   SOLE N/A 1,303,979 0 16,319
TELEDYNE TECHNOLOGIES INC COM 879360105   243,651,449 556,714 SH   SOLE N/A 520,482 0 36,232
TEMPUR SEALY INTL INC COM 88023U101   1,189,889,992 21,792,857 SH   SOLE N/A 21,099,592 0 693,265
TENABLE HLDGS INC COM 88025T102   530,123 13,083 SH   SOLE N/A 13,083 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   2,660,864 53,431 SH   SOLE N/A 53,431 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   158,592,069 256,385 SH   SOLE N/A 221,142 0 35,243
THOMSON REUTERS CORP. COM 884903808   357,403 2,093 SH   SOLE N/A 2,093 0 0
TORO CO COM 891092108   467,875,479 5,394,621 SH   SOLE N/A 5,216,771 0 177,850
TRACTOR SUPPLY CO COM 892356106   441,309,099 1,516,891 SH   SOLE N/A 1,466,011 0 50,880
TRANSUNION COM 89400J107   67,140,655 641,267 SH   SOLE N/A 641,267 0 0
TRIMBLE INC COM 896239100   515,149,802 8,296,824 SH   SOLE N/A 7,977,581 0 319,243
UNITED STS LIME & MINERALS I COM 911922102   21,915,490 224,406 SH   SOLE N/A 224,406 0 0
V F CORP COM 918204108   3,271,800 164,000 SH Call SOLE N/A 164,000 0 0
VAIL RESORTS INC COM 91879Q109   107,424,513 616,355 SH   SOLE N/A 583,331 0 33,024
VERRA MOBILITY CORP CL A COM STK 92511U102   2,447,892 88,022 SH   SOLE N/A 88,022 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   475,260,625 13,621,686 SH   SOLE N/A 13,122,847 0 498,839
VISA INC COM CL A 92826C839   331,319,974 1,205,019 SH   SOLE N/A 1,089,400 0 115,619
WABTEC COM 929740108   1,032,915,114 5,682,539 SH   SOLE N/A 5,500,539 0 182,000
WHITE MTNS INS GROUP LTD COM G9618E107   58,795,381 34,663 SH   SOLE N/A 34,663 0 0
WILLIAMS SONOMA INC COM 969904101   46,596,063 300,775 SH   SOLE N/A 300,775 0 0
WINMARK CORP COM 974250102   1,062,248 2,774 SH   SOLE N/A 2,774 0 0
WOLFSPEED INC COM 977852102   15,655,839 1,614,004 SH   SOLE N/A 1,614,004 0 0
WORKDAY INC CL A 98138H101   97,931,421 400,685 SH   SOLE N/A 386,589 0 14,096
ZOETIS INC CL A 98978V103   16,069,614 82,248 SH   SOLE N/A 65,242 0 17,006