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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   72,580,878 253,948 SH   SOLE N/A 247,885 0 6,063
ADOBE SYSTEMS INCORPORATED COM 00724F101   89,872,138 233,210 SH   SOLE N/A 220,974 0 12,236
ALKAMI TECHNOLOGY INC COM 01644J108   1,478,511 116,786 SH   SOLE N/A 116,786 0 0
ALPHABET INC CAP STK CL C 02079K107   31,730,816 305,104 SH   SOLE N/A 289,082 0 16,022
ALTAIR ENGR INC COM CL A 021369103   3,913,265 54,268 SH   SOLE N/A 54,268 0 0
AMPHENOL CORP NEW CL A 032095101   441,775,296 5,405,963 SH   SOLE N/A 5,161,594 0 244,369
ANSYS INC COM 03662Q105   421,323,802 1,265,997 SH   SOLE N/A 1,265,997 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   359,426,949 5,690,737 SH   SOLE N/A 4,925,895 0 764,842
ARCO PLATFORM LTD COM CL A G04553106   637,839 58,197 SH   SOLE N/A 58,197 0 0
AUTODESK INC COM 052769106   65,556,245 314,932 SH   SOLE N/A 282,550 0 32,382
AVIAT NETWORKS INC COM NEW 05366Y201   13,366,965 387,898 SH   SOLE N/A 387,898 0 0
BADGER METER INC COM 056525108   2,656,772 21,809 SH   SOLE N/A 21,809 0 0
BIO-TECHNE CORP COM 09073M104   418,498,148 5,640,897 SH   SOLE N/A 5,483,084 0 157,813
BLACKSTONE INC COM 09260D107   12,808,829 145,820 SH   SOLE N/A 121,242 0 24,578
BLACKSTONE INC COM 09260D107   17,568,000 200,000 SH Put SOLE N/A 200,000 0 0
BOOT BARN HLDGS INC COM 099406100   2,744,019 35,804 SH   SOLE N/A 35,804 0 0
BROADCOM INC COM 11135F101   12,386,213 19,307 SH   SOLE N/A 19,307 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   34,382,537 234,581 SH   SOLE N/A 234,581 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   11,025,973 326,502 SH   SOLE N/A 326,502 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   74,824,591 2,374,630 SH   SOLE N/A 2,263,253 0 111,377
BROWN & BROWN INC COM 115236101   948,476,365 16,518,223 SH   SOLE N/A 16,032,295 0 485,928
BWX TECHNOLOGIES INC COM 05605H100   5,052,026 80,140 SH   SOLE N/A 80,140 0 0
CASELLA WASTE SYS INC CL A 147448104   871,650 10,545 SH   SOLE N/A 10,545 0 0
CDW CORP COM 12514G108   1,097,790,814 5,632,874 SH   SOLE N/A 5,456,817 0 176,057
CERIDIAN HCM HLDG INC COM 15677J108   1,208,061,393 16,499,063 SH   SOLE N/A 16,009,296 0 489,767
CERTARA INC COM 15687V109   3,110,455 129,011 SH   SOLE N/A 129,011 0 0
CHEFS WHSE INC COM 163086101   2,809,023 82,497 SH   SOLE N/A 82,497 0 0
CINCINNATI FINL CORP COM 172062101   103,032,006 919,272 SH   SOLE N/A 919,272 0 0
CINTAS CORP COM 172908105   264,936,583 572,613 SH   SOLE N/A 572,613 0 0
CLARIVATE PLC ORD SHS G21810109   182,680,619 19,454,805 SH   SOLE N/A 18,411,394 0 1,043,411
CLEAN HARBORS INC COM 184496107   114,248,154 801,404 SH   SOLE N/A 801,404 0 0
COHERENT CORP COM 19247G107   11,847,678 311,126 SH   SOLE N/A 311,126 0 0
CORE & MAIN INC CL A 21874C102   136,004,415 5,887,637 SH   SOLE N/A 5,533,643 0 353,994
COSTAR GROUP INC COM 22160N109   38,922,833 565,328 SH   SOLE N/A 558,527 0 6,801
CRYOPORT INC COM PAR $0.001 229050307   1,916,640 79,860 SH   SOLE N/A 79,860 0 0
CURTISS WRIGHT CORP COM 231561101   133,371,536 756,675 SH   SOLE N/A 756,675 0 0
DANAHER CORPORATION COM 235851102   136,707,252 542,403 SH   SOLE N/A 468,086 0 74,317
DELUXE CORP COM 248019101   1,212,944 75,809 SH   SOLE N/A 75,809 0 0
DOCUSIGN INC COM 256163106   45,848,228 786,419 SH   SOLE N/A 696,058 0 90,361
DUCKHORN PORTFOLIO INC COM 26414D106   103,578,769 6,514,388 SH   SOLE N/A 6,365,809 0 148,579
DZS INC COM 268211109   110,279 13,977 SH   SOLE N/A 13,977 0 0
ENDAVA PLC ADS 29260V105   513,994 7,651 SH   SOLE N/A 7,651 0 0
ENERGY RECOVERY INC COM 29270J100   2,440,465 105,877 SH   SOLE N/A 105,877 0 0
ENOVIS CORPORATION COM 194014502   69,800,866 1,304,933 SH   SOLE N/A 1,304,933 0 0
ENPRO INDS INC COM 29355X107   22,205,864 213,744 SH   SOLE N/A 213,744 0 0
ENTEGRIS INC COM 29362U104   558,556,824 6,810,838 SH   SOLE N/A 6,559,863 0 250,975
ENVESTNET INC COM 29404K106   644,079 10,978 SH   SOLE N/A 10,978 0 0
EVERI HLDGS INC COM 30034T103   2,834,775 165,293 SH   SOLE N/A 165,293 0 0
F5 INC COM 315616102   4,170,231 28,624 SH   SOLE N/A 28,624 0 0
FASTENAL CO COM 311900104   133,869,479 2,481,822 SH   SOLE N/A 2,481,822 0 0
FIRST AMERN FINL CORP COM 31847R102   8,995,881 161,622 SH   SOLE N/A 161,622 0 0
FORMFACTOR INC COM 346375108   6,671,811 209,476 SH   SOLE N/A 209,476 0 0
FORTIVE CORP COM 34959J108   135,004,277 1,980,406 SH   SOLE N/A 1,671,960 0 308,446
FORTUNE BRANDS INNOVATIONS I COM 34964C106   127,704,979 2,174,442 SH   SOLE N/A 2,174,442 0 0
GARMIN LTD SHS H2906T109   188,573,057 1,868,540 SH   SOLE N/A 1,868,540 0 0
GLOBAL WTR RES INC COM 379463102   1,037,060 83,432 SH   SOLE N/A 83,432 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   6,870,886 95,191 SH   SOLE N/A 95,191 0 0
GODADDY INC CL A 380237107   110,967,373 1,427,784 SH   SOLE N/A 1,405,804 0 21,980
GOOSEHEAD INS INC COM CL A 38267D109   1,146,730 21,968 SH   SOLE N/A 21,968 0 0
GRAHAM HLDGS CO COM CL B 384637104   24,766,685 41,566 SH   SOLE N/A 41,566 0 0
GRIFFON CORP COM 398433102   288,282 9,006 SH   SOLE N/A 9,006 0 0
HEICO CORP NEW COM 422806109   85,710,025 501,111 SH   SOLE N/A 501,111 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106   2,859,803 80,309 SH   SOLE N/A 80,309 0 0
HESKA CORP COM RESTRC NEW 42805E306   205,881 2,109 SH   SOLE N/A 2,109 0 0
HYATT HOTELS CORP COM CL A 448579102   246,697,166 2,206,791 SH   SOLE N/A 2,206,791 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,095,780 44,671 SH   SOLE N/A 44,671 0 0
IDEXX LABS INC COM 45168D104   348,863,809 697,616 SH   SOLE N/A 670,072 0 27,544
ILLUMINA INC COM 452327109   373,175,078 1,604,709 SH   SOLE N/A 1,377,879 0 226,830
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   18,363,794 319,871 SH   SOLE N/A 319,871 0 0
INTEL CORP COM 458140100   11,325,742 346,671 SH   SOLE N/A 346,671 0 0
INTEL CORP COM 458140100   270,092,691 8,267,300 SH Call SOLE N/A 8,267,300 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   175,949,725 2,131,174 SH   SOLE N/A 1,845,890 0 285,284
INTUIT COM 461202103   278,454,718 624,576 SH   SOLE N/A 621,514 0 3,062
INVESCO QQQ TR UNIT SER 1 46090E103   1,290,138,600 4,020,000 SH Put SOLE N/A 4,020,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   63,831,499 1,030,704 SH   SOLE N/A 1,030,704 0 0
ITT INC COM 45073V108   177,232,153 2,053,675 SH   SOLE N/A 2,053,675 0 0
JACOBS SOLUTIONS INC COM 46982L108   554,345,434 4,717,432 SH   SOLE N/A 4,561,707 0 155,725
KADANT INC COM 48282T104   4,592,653 22,025 SH   SOLE N/A 22,025 0 0
KINSALE CAP GROUP INC COM 49714P108   1,274,137 4,245 SH   SOLE N/A 4,245 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   63,937,936 325,815 SH   SOLE N/A 325,815 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   150,157,545 1,503,229 SH   SOLE N/A 1,503,229 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   805,848,960 11,512,128 SH   SOLE N/A 11,139,282 0 372,846
LULULEMON ATHLETICA INC COM 550021109   57,381,048 157,558 SH   SOLE N/A 154,734 0 2,824
LUMENTUM HLDGS INC COM 55024U109   2,205,228 40,830 SH   SOLE N/A 40,830 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,202,650,000 3,387,174 SH   SOLE N/A 3,283,883 0 103,291
MARVELL TECHNOLOGY INC COM 573874104   5,067,096 117,023 SH   SOLE N/A 117,023 0 0
MASTERCARD INCORPORATED CL A 57636Q104   55,926,619 153,894 SH   SOLE N/A 144,961 0 8,933
MATTHEWS INTL CORP CL A 577128101   20,183,359 559,716 SH   SOLE N/A 559,716 0 0
MERCURY SYS INC COM 589378108   496,835 9,719 SH   SOLE N/A 9,719 0 0
MESA LABS INC COM 59064R109   438,747 2,511 SH   SOLE N/A 2,511 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   30,200,225 19,736 SH   SOLE N/A 18,765 0 971
MICROSOFT CORP COM 594918104   106,498,308 369,401 SH   SOLE N/A 350,333 0 19,068
MIDDLEBY CORP COM 596278101   701,230,499 4,782,965 SH   SOLE N/A 4,623,346 0 159,619
MIRION TECHNOLOGIES INC COM CL A 60471A101   1,361,840 159,466 SH   SOLE N/A 159,466 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   8,737,208 201,923 SH   SOLE N/A 201,923 0 0
MODEL N INC COM 607525102   1,450,590 43,340 SH   SOLE N/A 43,340 0 0
MOHAWK INDS INC COM 608190104   47,278,985 471,752 SH   SOLE N/A 471,752 0 0
MORNINGSTAR INC COM 617700109   791,835,273 3,900,090 SH   SOLE N/A 3,699,039 0 201,051
MSA SAFETY INC COM 553498106   40,974,755 306,927 SH   SOLE N/A 306,927 0 0
NATIONAL RESH CORP COM NEW 637372202   2,079,734 47,799 SH   SOLE N/A 47,799 0 0
NCINO INC COM 63947X101   432,213 17,442 SH   SOLE N/A 17,442 0 0
NEOGEN CORP COM 640491106   147,849,179 7,983,217 SH   SOLE N/A 7,739,345 0 243,872
ONESPAWORLD HOLDINGS LIMITED COM P73684113   88,397,126 7,372,571 SH   SOLE N/A 7,372,571 0 0
OUTFRONT MEDIA INC COM 69007J106   2,225,961 137,151 SH   SOLE N/A 137,151 0 0
PAYCHEX INC COM 704326107   244,146,600 2,130,610 SH   SOLE N/A 2,058,282 0 72,328
PAYPAL HLDGS INC COM 70450Y103   127,956,014 1,684,962 SH   SOLE N/A 1,512,338 0 172,624
PERFICIENT INC COM 71375U101   2,110,114 29,230 SH   SOLE N/A 29,230 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   128,014,672 15,843,400 SH   SOLE N/A 15,843,400 0 0
PERKINELMER INC COM 714046109   1,324,126,530 9,936,414 SH   SOLE N/A 9,640,677 0 295,737
PINTEREST INC CL A 72352L106   18,510,194 678,775 SH   SOLE N/A 678,775 0 0
POOL CORP COM 73278L105   463,019,973 1,352,120 SH   SOLE N/A 1,298,322 0 53,798
PORTILLOS INC COM CL A 73642K106   23,131,636 1,082,435 SH   SOLE N/A 1,082,435 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   24,063,779 1,214,116 SH   SOLE N/A 1,200,619 0 13,497
PTC INC COM 69370C100   448,164,106 3,495,002 SH   SOLE N/A 3,495,002 0 0
QORVO INC COM 74736K101   13,545,070 133,357 SH   SOLE N/A 133,357 0 0
QUALCOMM INC COM 747525103   59,197,120 464,000 SH   SOLE N/A 450,309 0 13,691
ROCKY BRANDS INC COM 774515100   1,319,443 57,193 SH   SOLE N/A 57,193 0 0
ROLLINS INC COM 775711104   484,974,219 12,922,308 SH   SOLE N/A 12,629,827 0 292,481
ROVER GROUP INC COM CL A 77936F103   8,111,237 1,790,560 SH   SOLE N/A 1,790,560 0 0
S&P GLOBAL INC COM 78409V104   52,533,294 152,372 SH   SOLE N/A 148,693 0 3,679
SALESFORCE INC COM 79466L302   123,403,706 617,698 SH   SOLE N/A 588,387 0 29,311
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   473,576,605 9,467,745 SH   SOLE N/A 8,957,346 0 510,399
SERVICE CORP INTL COM 817565104   571,866,771 8,314,434 SH   SOLE N/A 8,064,378 0 250,056
SERVICENOW INC COM 81762P102   47,216,481 101,602 SH   SOLE N/A 96,330 0 5,272
SHOTSPOTTER INC COM 82536T107   3,600,454 91,568 SH   SOLE N/A 91,568 0 0
SI-BONE INC COM 825704109   692,620 35,212 SH   SOLE N/A 35,212 0 0
SIGNET JEWELERS LIMITED SHS G81276100   687,891,765 8,844,070 SH   SOLE N/A 8,643,771 0 200,299
SKYWORKS SOLUTIONS INC COM 83088M102   52,292,275 443,230 SH   SOLE N/A 434,089 0 9,141
SOUTHSTATE CORPORATION COM 840441109   218,333,728 3,063,903 SH   SOLE N/A 2,961,692 0 102,211
SPOTIFY TECHNOLOGY S A SHS L8681T102   56,963,943 426,313 SH   SOLE N/A 426,313 0 0
SPROUT SOCIAL INC COM CL A 85209W109   1,464,834 24,061 SH   SOLE N/A 24,061 0 0
SPS COMM INC COM 78463M107   1,238,808 8,134 SH   SOLE N/A 8,134 0 0
ST JOE CO COM 790148100   26,027,388 625,508 SH   SOLE N/A 625,508 0 0
STAGWELL INC COM CL A 85256A109   49,759,410 6,706,120 SH   SOLE N/A 6,706,120 0 0
STERIS PLC SHS USD G8473T100   256,262,407 1,339,724 SH   SOLE N/A 1,258,996 0 80,728
SUMMIT MATLS INC CL A 86614U100   4,706,776 165,208 SH   SOLE N/A 165,208 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   224,756,784 2,416,220 SH   SOLE N/A 2,379,115 0 37,105
TELEDYNE TECHNOLOGIES INC COM 879360105   992,083,878 2,217,641 SH   SOLE N/A 2,146,567 0 71,074
TEMPUR SEALY INTL INC COM 88023U101   570,832,215 14,455,108 SH   SOLE N/A 14,118,315 0 336,793
TENABLE HLDGS INC COM 88025T102   3,008,951 63,333 SH   SOLE N/A 63,333 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   134,220,435 232,872 SH   SOLE N/A 199,338 0 33,534
TORO CO COM 891092108   618,628,632 5,565,209 SH   SOLE N/A 5,396,388 0 168,821
TRACTOR SUPPLY CO COM 892356106   398,912,238 1,697,210 SH   SOLE N/A 1,649,048 0 48,162
TRANSDIGM GROUP INC COM 893641100   7,683,746 10,425 SH   SOLE N/A 9,833 0 592
TRIMBLE INC COM 896239100   294,949,937 5,626,668 SH   SOLE N/A 5,454,994 0 171,674
TRIP COM GROUP LTD ADS 89677Q107   168,289,859 4,467,477 SH   SOLE N/A 4,296,456 0 171,021
TRIPADVISOR INC COM 896945201   155,352,745 7,822,394 SH   SOLE N/A 7,822,394 0 0
TYLER TECHNOLOGIES INC COM 902252105   116,075,445 327,305 SH   SOLE N/A 322,110 0 5,195
V F CORP COM 918204108   57,367,946 2,504,057 SH   SOLE N/A 2,504,057 0 0
V F CORP COM 918204108   4,025,287 175,700 SH Call SOLE N/A 175,700 0 0
VAIL RESORTS INC COM 91879Q109   739,666,369 3,165,296 SH   SOLE N/A 3,062,900 0 102,396
VISA INC COM CL A 92826C839   336,887,518 1,494,223 SH   SOLE N/A 1,308,115 0 186,108
VONTIER CORPORATION COM 928881101   50,009,043 1,829,153 SH   SOLE N/A 1,744,473 0 84,680
WABTEC COM 929740108   753,825,741 7,459,190 SH   SOLE N/A 7,218,734 0 240,456
WILLIAMS SONOMA INC COM 969904101   32,235,764 264,966 SH   SOLE N/A 264,966 0 0
WOLFSPEED INC COM 977852102   7,450,999 114,719 SH   SOLE N/A 114,719 0 0
WOLVERINE WORLD WIDE INC COM 978097103   1,057,100 62,000 SH   SOLE N/A 62,000 0 0
WORKDAY INC CL A 98138H101   59,972,607 290,368 SH   SOLE N/A 273,111 0 17,257
XOMETRY INC CLASS A COM 98423F109   215,912 14,423 SH   SOLE N/A 14,423 0 0
ZIPRECRUITER INC CL A 98980B103   54,920,521 3,445,453 SH   SOLE N/A 3,179,670 0 265,783
ZOETIS INC CL A 98978V103   45,909,478 275,832 SH   SOLE N/A 229,254 0 46,578
ZUMIEZ INC COM 989817101   666,385 36,138 SH   SOLE N/A 36,138 0 0