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
Abbott Laboratories Common Stock 002824100   2,894 28,584 SH   SOLE   28,584 0 0
Albemarle Corp Common Stock 012653101   1,123 5,082 SH   SOLE   5,082 0 0
Ameresco Inc Common Stock 02361E108   8,834 179,465 SH   SOLE   179,465 0 0
Evoqua Water Technologies Corp Common Stock 30057T105   699 14,058 SH   SOLE   14,058 0 0
Ashland Inc Common Stock 044186104   10,507 102,300 SH   SOLE   102,300 0 0
Alibaba Group Holding Ltd ADR 01609W102   8,426 82,463 SH   SOLE   82,463 0 0
Bright Horizons Family Solutio Common Stock 109194100   1,346 17,481 SH   SOLE   17,481 0 0
Baidu Inc ADR 056752108   604 4,000 SH   SOLE   4,000 0 0
Cooper Cos Inc/The Common Stock 216648402   19,696 52,753 SH   SOLE   52,753 0 0
Cavco Industries Inc Common Stock 149568107   13,663 43,000 SH   SOLE   43,000 0 0
Darling Ingredients Inc Common Stock 237266101   15,567 266,556 SH   SOLE   266,556 0 0
East West Bancorp Inc Common Stock 27579R104   11,414 205,658 SH   SOLE   205,658 0 0
Alphabet Inc Common Stock 02079K107   3,932 37,809 SH   SOLE   37,809 0 0
Graphic Packaging Holding Co Common Stock 388689101   17,991 705,806 SH   SOLE   705,806 0 0
Global Water Resources Inc Common Stock 379463102   5,033 404,900 SH   SOLE   404,900 0 0
Home Depot Inc/The Common Stock 437076102   1,556 5,272 SH   SOLE   5,272 0 0
HDFC Bank Ltd ADR 40415F101   2,974 44,617 SH   SOLE   44,617 0 0
JD.com Inc ADR 47215P106   2,597 59,175 SH   SOLE   59,175 0 0
Kadant Inc Common Stock 48282T104   10,426 50,000 SH   SOLE   50,000 0 0
Eli Lilly & Co Common Stock 532457108   2,368 6,894 SH   SOLE   6,894 0 0
Grand Canyon Education Inc Common Stock 38526M106   1,407 12,351 SH   SOLE   12,351 0 0
Mastercard Inc Common Stock 57636Q104   1,766 4,860 SH   SOLE   4,860 0 0
MSA Safety Inc Common Stock 553498106   10,280 77,000 SH   SOLE   77,000 0 0
Microsoft Corp Common Stock 594918104   3,932 13,640 SH   SOLE   13,640 0 0
Vail Resorts Inc Common Stock 91879Q109   10,516 45,000 SH   SOLE   45,000 0 0
National Bank Holdings Corp Common Stock 633707104   7,278 217,500 SH   SOLE   217,500 0 0
Nasdaq Inc Common Stock 631103108   1,816 33,218 SH   SOLE   33,218 0 0
Sunnova Energy International I Common Stock 86745K104   784 50,193 SH   SOLE   50,193 0 0
Napco Security Technologies In Common Stock 630402105   10,519 279,905 SH   SOLE   279,905 0 0
NetEase Inc ADR 64110W102   3,123 35,316 SH   SOLE   35,316 0 0
NVIDIA Corp Common Stock 67066G104   2,504 9,014 SH   SOLE   9,014 0 0
Prosperity Bancshares Inc Common Stock 743606105   9,843 160,000 SH   SOLE   160,000 0 0
Park City Group Inc Common Stock 700215304   2,889 460,000 SH   SOLE   460,000 0 0
Planet Fitness Inc Common Stock 72703H101   11,029 142,000 SH   SOLE   142,000 0 0
Insulet Corp Common Stock 45784P101   4,338 13,600 SH   SOLE   13,600 0 0
Pool Corp Common Stock 73278L105   20,800 60,742 SH   SOLE   60,742 0 0
Service Corp International/US Common Stock 817565104   21,441 311,733 SH   SOLE   311,733 0 0
SolarEdge Technologies Inc Common Stock 83417M104   11,812 38,862 SH   SOLE   38,862 0 0
Sprouts Farmers Market Inc Common Stock 85208M102   1,651 47,137 SH   SOLE   47,137 0 0
Simply Good Foods Co/The Common Stock 82900L102   12,858 323,300 SH   SOLE   323,300 0 0
Trip.com Group Ltd ADR 89677Q107   188 5,000 SH   SOLE   5,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102   2,620 4,546 SH   SOLE   4,546 0 0
Trex Co Inc Common Stock 89531P105   1,565 32,163 SH   SOLE   32,163 0 0
TSMC ADR 874039100   2,757 29,634 SH   SOLE   29,634 0 0
Tyler Technologies Inc Common Stock 902252105   13,015 36,700 SH   SOLE   36,700 0 0
UnitedHealth Group Inc Common Stock 91324P102   2,630 5,565 SH   SOLE   5,565 0 0
Veeva Systems Inc Common Stock 922475108   1,887 10,267 SH   SOLE   10,267 0 0
Watsco Inc Common Stock 942622200   17,817 56,000 SH   SOLE   56,000 0 0
Xylem Inc/NY Common Stock 98419M100   2,183 20,849 SH   SOLE   20,849 0 0
YETI Holdings Inc Common Stock 98585X104   804 20,098 SH   SOLE   20,098 0 0
Apple Inc Common Stock 037833100   5,133 31,125 SH   SOLE   31,125 0 0
Infosys Ltd ADR 456788108   1,744 100,000 SH   SOLE   100,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104   11,537 137,000 SH   SOLE   137,000 0 0
PDD Holdings Inc ADR 722304102   1,603 21,126 SH   SOLE   21,126 0 0
ZTO Express Cayman Inc ADR 98980A105   717 25,000 SH   SOLE   25,000 0 0
Dynatrace Inc Common Stock 268150109   6,768 160,000 SH   SOLE   160,000 0 0
Clean Harbors Inc Common Stock 184496107   14,969 105,000 SH   SOLE   105,000 0 0
Brunswick Corp/DE Common Stock 117043109   12,300 150,000 SH   SOLE   150,000 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107   2,629 3,200 SH   SOLE   3,200 0 0
Verra Mobility Corp Common Stock 92511U102   11,275 666,333 SH   SOLE   666,333 0 0
Intuit Inc Common Stock 461202103   2,619 5,875 SH   SOLE   5,875 0 0
Quanta Services Inc Common Stock 74762E102   2,802 16,816 SH   SOLE   16,816 0 0
Option Care Health Inc Common Stock 68404L201   7,307 230,000 SH   SOLE   230,000 0 0
WillScot Mobile Mini Holdings Common Stock 971378104   10,782 230,000 SH   SOLE   230,000 0 0
Paylocity Holding Corp Common Stock 70438V106   12,126 61,000 SH   SOLE   61,000 0 0
Tradeweb Markets Inc Common Stock 892672106   12,248 155,000 SH   SOLE   155,000 0 0
CyberArk Software Ltd Common Stock M2682V108   8,583 58,000 SH   SOLE   58,000 0 0
AMN Healthcare Services Inc Common Stock 001744101   8,628 104,000 SH   SOLE   104,000 0 0
Comfort Systems USA Inc Common Stock 199908104   7,590 52,000 SH   SOLE   52,000 0 0
Etsy Inc Common Stock 29786A106   3,006 27,000 SH   SOLE   27,000 0 0
Molina Healthcare Inc Common Stock 60855R100   9,630 36,000 SH   SOLE   36,000 0 0
Applied Industrial Technologie Common Stock 03820C105   13,374 94,100 SH   SOLE   94,100 0 0
Bentley Systems Inc Common Stock 08265T208   12,961 301,500 SH   SOLE   301,500 0 0
Bio-Techne Corp Common Stock 09073M104   10,980 148,000 SH   SOLE   148,000 0 0
Carlisle Cos Inc Common Stock 142339100   11,530 51,000 SH   SOLE   51,000 0 0
Pinnacle Financial Partners In Common Stock 72346Q104   7,557 137,000 SH   SOLE   137,000 0 0
Reinsurance Group of America I Common Stock 759351604   11,816 89,000 SH   SOLE   89,000 0 0
SiteOne Landscape Supply Inc Common Stock 82982L103   10,813 79,000 SH   SOLE   79,000 0 0
AGCO Corp Common Stock 001084102   3,291 24,339 SH   SOLE   24,339 0 0
Keysight Technologies Inc Common Stock 49338L103   1,969 12,192 SH   SOLE   12,192 0 0
Rockwell Automation Inc Common Stock 773903109   3,263 11,121 SH   SOLE   11,121 0 0
Envista Holdings Corp Common Stock 29415F104   10,792 264,000 SH   SOLE   264,000 0 0
Halozyme Therapeutics Inc Common Stock 40637H109   4,010 105,000 SH   SOLE   105,000 0 0
Jack Henry & Associates Inc Common Stock 426281101   12,962 86,000 SH   SOLE   86,000 0 0
Jabil Inc Common Stock 466313103   10,227 116,000 SH   SOLE   116,000 0 0
Sensient Technologies Corp Common Stock 81725T100   7,273 95,000 SH   SOLE   95,000 0 0
Tractor Supply Co Common Stock 892356106   2,350 10,000 SH   SOLE   10,000 0 0