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
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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
3M CO COM 88579Y101   143,205,107 1,350,100 SH Call SOLE N/A 1,350,100 0 0
ADEIA INC COM 00676P107   6,336,013 580,221 SH   SOLE N/A 580,221 0 0
ADOBE INC COM 00724F101   16,451,474 32,603 SH   SOLE N/A 29,884 0 2,719
AGILENT TECHNOLOGIES INC COM 00846U101   11,241,230 77,254 SH   SOLE N/A 70,939 0 6,315
ALARM COM HLDGS INC COM 011642105   2,094,745 28,905 SH   SOLE N/A 28,905 0 0
ALBANY INTL CORP CL A 012348108   2,230,307 23,851 SH   SOLE N/A 23,851 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   1,972,160 80,267 SH   SOLE N/A 80,267 0 0
ALPHABET INC CAP STK CL C 02079K107   93,800,534 616,055 SH   SOLE N/A 565,999 0 50,056
ALTAIR ENGR INC COM CL A 021369103   1,834,478 21,294 SH   SOLE N/A 21,294 0 0
AMAZON COM INC COM 023135106   92,808,937 514,519 SH   SOLE N/A 471,541 0 42,978
AMPHENOL CORP NEW CL A 032095101   299,132,195 2,593,257 SH   SOLE N/A 2,473,289 0 119,968
API GROUP CORP COM STK 00187Y100   89,969,651 2,291,053 SH   SOLE N/A 1,967,393 0 323,660
APOLLO GLOBAL MGMT INC COM 03769M106   303,585,088 2,699,734 SH   SOLE N/A 2,419,906 0 279,828
AUTODESK INC COM 052769106   19,278,111 74,027 SH   SOLE N/A 67,362 0 6,665
AVIAT NETWORKS INC COM NEW 05366Y201   13,403,741 349,602 SH   SOLE N/A 349,602 0 0
BADGER METER INC COM 056525108   2,134,274 13,190 SH   SOLE N/A 13,190 0 0
BARNES GROUP INC COM 067806109   23,158,084 623,367 SH   SOLE N/A 623,367 0 0
BIO RAD LABS INC CL A 090572207   178,007,529 514,666 SH   SOLE N/A 514,666 0 0
BIO-TECHNE CORP COM 09073M104   211,926,200 3,010,743 SH   SOLE N/A 2,890,684 0 120,059
BLOOM ENERGY CORP COM CL A 093712107   2,312,551 205,743 SH   SOLE N/A 205,743 0 0
BLOOM ENERGY CORP COM CL A 093712107   16,747,600 1,490,000 SH Call SOLE N/A 1,490,000 0 0
BOOT BARN HLDGS INC COM 099406100   1,578,824 16,593 SH   SOLE N/A 16,593 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   101,205,354 3,242,722 SH   SOLE N/A 3,112,258 0 130,464
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   131,214,725 5,648,503 SH   SOLE N/A 5,312,554 0 335,949
BROWN & BROWN INC COM 115236101   1,191,103,381 13,606,390 SH   SOLE N/A 13,156,218 0 450,172
BURLINGTON STORES INC COM 122017106   44,579,319 191,995 SH   SOLE N/A 164,890 0 27,105
BWX TECHNOLOGIES INC COM 05605H100   57,402,344 559,368 SH   SOLE N/A 559,368 0 0
CARGURUS INC COM CL A 141788109   25,717,144 1,114,261 SH   SOLE N/A 1,114,261 0 0
CASELLA WASTE SYS INC CL A 147448104   2,703,402 27,343 SH   SOLE N/A 27,343 0 0
CBIZ INC COM 124805102   99,041,174 1,261,671 SH   SOLE N/A 1,261,671 0 0
CDW CORP COM 12514G108   1,292,331,519 5,052,512 SH   SOLE N/A 4,845,358 0 207,154
CERTARA INC COM 15687V109   2,376,484 132,913 SH   SOLE N/A 132,913 0 0
CHEFS WHSE INC COM 163086101   3,176,508 84,347 SH   SOLE N/A 84,347 0 0
CINCINNATI FINL CORP COM 172062101   135,050,645 1,087,627 SH   SOLE N/A 1,087,627 0 0
CINTAS CORP COM 172908105   79,008,450 115,000 SH   SOLE N/A 115,000 0 0
CITIZENS FINL GROUP INC COM 174610105   1,183,054 32,600 SH Call SOLE N/A 32,600 0 0
CLEAN HARBORS INC COM 184496107   391,647,397 1,945,494 SH   SOLE N/A 1,856,928 0 88,566
COHERENT CORP COM 19247G107   64,433,907 1,062,915 SH   SOLE N/A 1,062,915 0 0
COHERENT CORP COM 19247G107   43,167,502 712,100 SH Call SOLE N/A 712,100 0 0
COMPASS MINERALS INTL INC COM 20451N101   46,349,909 2,944,721 SH   SOLE N/A 2,944,721 0 0
CORE & MAIN INC CL A 21874C102   880,923,040 15,387,302 SH   SOLE N/A 14,765,982 0 621,320
CRH PLC ORD G25508105   1,273,020,077 14,757,942 SH   SOLE N/A 14,261,874 0 496,068
CRYOPORT INC COM PAR $0.001 229050307   208,134 11,759 SH   SOLE N/A 11,759 0 0
CSW INDUSTRIALS INC COM 126402106   1,162,912 4,957 SH   SOLE N/A 4,957 0 0
CURTISS WRIGHT CORP COM 231561101   105,561,173 412,445 SH   SOLE N/A 412,445 0 0
DANAHER CORPORATION COM 235851102   95,141,822 380,994 SH   SOLE N/A 331,689 0 49,305
DAYFORCE INC COM 15677J108   1,011,413,962 15,275,849 SH   SOLE N/A 14,758,601 0 517,248
DOCUSIGN INC COM 256163106   41,105,102 690,262 SH   SOLE N/A 614,591 0 75,671
DUCKHORN PORTFOLIO INC COM 26414D106   76,799,009 8,249,088 SH   SOLE N/A 7,882,656 0 366,432
EBAY INC. COM 278642103   24,806,600 470,000 SH Call SOLE N/A 470,000 0 0
ELI LILLY & CO COM 532457108   7,390,620 9,500 SH Put SOLE N/A 9,500 0 0
EMCOR GROUP INC COM 29084Q100   477,021,078 1,362,139 SH   SOLE N/A 1,347,849 0 14,290
ENERGY RECOVERY INC COM 29270J100   1,064,088 67,390 SH   SOLE N/A 67,390 0 0
ENOVIS CORPORATION COM 194014502   127,921,768 2,048,387 SH   SOLE N/A 2,048,387 0 0
ENTEGRIS INC COM 29362U104   645,279,994 4,591,433 SH   SOLE N/A 4,449,331 0 142,102
ENVESTNET INC COM 29404K106   713,451 12,320 SH   SOLE N/A 12,320 0 0
ESCO TECHNOLOGIES INC COM 296315104   11,213,380 104,749 SH   SOLE N/A 104,749 0 0
EVERI HLDGS INC COM 30034T103   1,217,055 121,100 SH   SOLE N/A 121,100 0 0
FORMFACTOR INC COM 346375108   952,937 20,884 SH   SOLE N/A 20,884 0 0
FORTIVE CORP COM 34959J108   212,722,815 2,472,946 SH   SOLE N/A 2,190,153 0 282,793
FORTUNE BRANDS INNOVATIONS I COM 34964C106   359,947,749 4,251,184 SH   SOLE N/A 4,190,335 0 60,849
GARMIN LTD SHS H2906T109   296,980,316 1,994,897 SH   SOLE N/A 1,994,897 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   3,177,251 60,972 SH   SOLE N/A 60,972 0 0
GOOSEHEAD INS INC COM CL A 38267D109   1,142,400 17,148 SH   SOLE N/A 17,148 0 0
HOLOGIC INC COM 436440101   14,047,223 180,185 SH   SOLE N/A 154,584 0 25,601
HUB GROUP INC CL A 443320106   66,470,804 1,537,964 SH   SOLE N/A 1,537,964 0 0
HYATT HOTELS CORP COM CL A 448579102   216,311,757 1,355,167 SH   SOLE N/A 1,355,167 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,478,305 64,583 SH   SOLE N/A 64,583 0 0
IDEXX LABS INC COM 45168D104   63,464,992 117,543 SH   SOLE N/A 111,098 0 6,445
ILLUMINA INC COM 452327109   151,761,944 1,105,170 SH   SOLE N/A 944,791 0 160,379
INTEL CORP COM 458140100   20,097,085 454,994 SH   SOLE N/A 454,994 0 0
INTEL CORP COM 458140100   137,479,125 3,112,500 SH Call SOLE N/A 3,112,500 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   37,299,530 1,425,823 SH   SOLE N/A 1,425,823 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   17,527,200 670,000 SH Call SOLE N/A 670,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   162,940,440 774,800 SH Call SOLE N/A 774,800 0 0
ITRON INC COM 465741106   29,999,425 324,248 SH   SOLE N/A 324,248 0 0
ITT INC COM 45073V108   406,618,972 2,989,186 SH   SOLE N/A 2,902,144 0 87,042
KADANT INC COM 48282T104   4,407,695 13,434 SH   SOLE N/A 13,434 0 0
KINSALE CAP GROUP INC COM 49714P108   842,208 1,605 SH   SOLE N/A 1,605 0 0
KKR & CO INC COM 48251W104   21,703,354 215,782 SH   SOLE N/A 215,782 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   132,329,804 1,108,197 SH   SOLE N/A 1,108,197 0 0
LENNAR CORP CL A 526057104   40,343,756 234,584 SH   SOLE N/A 234,584 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,219,045,789 11,525,440 SH   SOLE N/A 11,070,569 0 454,871
LUMENTUM HLDGS INC COM 55024U109   3,971,907 83,884 SH   SOLE N/A 83,884 0 0
MARKEL GROUP INC COM 570535104   80,315,886 52,788 SH   SOLE N/A 52,788 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,390,745,389 2,265,279 SH   SOLE N/A 2,190,858 0 74,421
MATTHEWS INTL CORP CL A 577128101   29,056,723 934,901 SH   SOLE N/A 934,901 0 0
MCCORMICK & CO INC COM NON VTG 579780206   102,698,426 1,337,045 SH   SOLE N/A 1,337,045 0 0
MESA LABS INC COM 59064R109   1,028,280 9,371 SH   SOLE N/A 9,371 0 0
META PLATFORMS INC CL A 30303M102   59,227,649 121,973 SH   SOLE N/A 111,735 0 10,238
METTLER TOLEDO INTERNATIONAL COM 592688105   20,189,013 15,165 SH   SOLE N/A 13,899 0 1,266
MICROSOFT CORP COM 594918104   88,990,694 211,520 SH   SOLE N/A 194,073 0 17,447
MIDDLEBY CORP COM 596278101   886,500,229 5,513,404 SH   SOLE N/A 5,313,492 0 199,912
MINERALS TECHNOLOGIES INC COM 603158106   26,300,047 349,363 SH   SOLE N/A 349,363 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   67,771,260 5,960,533 SH   SOLE N/A 5,960,533 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,365,552 135,787 SH   SOLE N/A 135,787 0 0
MODEL N INC COM 607525102   2,560,677 89,943 SH   SOLE N/A 89,943 0 0
MOHAWK INDS INC COM 608190104   205,439,839 1,569,561 SH   SOLE N/A 1,569,561 0 0
MORNINGSTAR INC COM 617700109   800,187,463 2,594,894 SH   SOLE N/A 2,448,815 0 146,079
MYR GROUP INC DEL COM 55405W104   1,867,364 10,565 SH   SOLE N/A 10,565 0 0
NATIONAL RESH CORP COM NEW 637372202   1,312,240 33,129 SH   SOLE N/A 33,129 0 0
NCINO INC COM 63947X101   337,168 9,020 SH   SOLE N/A 9,020 0 0
NEOGEN CORP COM 640491106   199,073,316 12,615,546 SH   SOLE N/A 11,788,489 0 827,057
ON HLDG AG NAMEN AKT A H5919C104   380,981,428 10,768,271 SH   SOLE N/A 10,768,271 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   105,918,652 8,005,945 SH   SOLE N/A 8,005,945 0 0
OUTFRONT MEDIA INC COM 69007J106   1,032,451 61,492 SH   SOLE N/A 61,492 0 0
PAYCHEX INC COM 704326107   194,229,813 1,581,676 SH   SOLE N/A 1,487,173 0 94,503
PAYPAL HLDGS INC COM 70450Y103   92,198,672 1,376,305 SH   SOLE N/A 1,180,832 0 195,473
PAYPAL HLDGS INC COM 70450Y103   1,413,489 21,100 SH Call SOLE N/A 21,100 0 0
PENTAIR PLC SHS G7S00T104   44,947,335 526,069 SH   SOLE N/A 526,069 0 0
PERFICIENT INC COM 71375U101   1,209,672 21,490 SH   SOLE N/A 21,490 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   1,150,100 155,000 SH   SOLE N/A 155,000 0 0
PHREESIA INC COM 71944F106   330,952 13,830 SH   SOLE N/A 13,830 0 0
PINTEREST INC CL A 72352L106   5,703,215 164,500 SH Call SOLE N/A 164,500 0 0
POOL CORP COM 73278L105   261,163,761 647,246 SH   SOLE N/A 628,335 0 18,911
PORTILLOS INC COM CL A 73642K106   1,553,093 109,527 SH   SOLE N/A 109,527 0 0
PTC INC COM 69370C100   138,531,564 733,204 SH   SOLE N/A 699,702 0 33,502
QUANTA SVCS INC COM 74762E102   481,756,233 1,854,335 SH   SOLE N/A 1,770,844 0 83,491
REVVITY INC COM 714046109   847,878,465 8,075,033 SH   SOLE N/A 7,805,065 0 269,968
ROLLINS INC COM 775711104   205,947,585 4,450,996 SH   SOLE N/A 4,298,287 0 152,709
S&P GLOBAL INC COM 78409V104   70,446,011 165,580 SH   SOLE N/A 159,963 0 5,617
SALESFORCE INC COM 79466L302   155,192,934 515,283 SH   SOLE N/A 470,831 0 44,452
SERVICE CORP INTL COM 817565104   349,899,260 4,714,988 SH   SOLE N/A 4,529,848 0 185,140
SHOPIFY INC CL A 82509L107   142,654,996 1,848,581 SH   SOLE N/A 1,848,581 0 0
SIGNET JEWELERS LIMITED SHS G81276100   676,053,707 6,755,808 SH   SOLE N/A 6,545,080 0 210,728
SMITH A O CORP COM 831865209   308,830,502 3,452,163 SH   SOLE N/A 3,352,663 0 99,500
SOUNDTHINKING INC COM 82536T107   506,524 31,897 SH   SOLE N/A 31,897 0 0
SOUTHSTATE CORPORATION COM 840441109   40,151,251 472,201 SH   SOLE N/A 472,201 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   45,199,473 171,275 SH   SOLE N/A 171,275 0 0
SPS COMM INC COM 78463M107   1,493,437 8,077 SH   SOLE N/A 8,077 0 0
STERIS PLC SHS USD G8473T100   161,051,156 716,356 SH   SOLE N/A 654,899 0 61,457
SUMMIT MATLS INC CL A 86614U100   2,446,759 54,897 SH   SOLE N/A 54,897 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   358,630,793 2,636,022 SH   SOLE N/A 2,537,966 0 98,056
TELEDYNE TECHNOLOGIES INC COM 879360105   527,024,216 1,227,579 SH   SOLE N/A 1,175,931 0 51,648
TEMPUR SEALY INTL INC COM 88023U101   1,292,000,490 22,738,481 SH   SOLE N/A 21,967,657 0 770,824
TENABLE HLDGS INC COM 88025T102   2,594,136 52,481 SH   SOLE N/A 52,481 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   180,638,324 310,797 SH   SOLE N/A 273,790 0 37,007
TORO CO COM 891092108   497,630,710 5,430,871 SH   SOLE N/A 5,243,095 0 187,776
TRACTOR SUPPLY CO COM 892356106   500,655,704 1,912,944 SH   SOLE N/A 1,849,831 0 63,113
TRIMBLE INC COM 896239100   568,472,186 8,832,694 SH   SOLE N/A 8,468,485 0 364,209
UFP TECHNOLOGIES INC COM 902673102   962,395 3,816 SH   SOLE N/A 3,816 0 0
V F CORP COM 918204108   4,905,379 319,777 SH   SOLE N/A 319,777 0 0
V F CORP COM 918204108   2,095,444 136,600 SH Call SOLE N/A 136,600 0 0
VAIL RESORTS INC COM 91879Q109   447,477,847 2,008,158 SH   SOLE N/A 1,933,320 0 74,838
VERALTO CORP COM SHS 92338C103   60,321,516 680,369 SH   SOLE N/A 584,862 0 95,507
VERRA MOBILITY CORP CL A COM STK 92511U102   2,168,869 86,859 SH   SOLE N/A 86,859 0 0
VESTIS CORPORATION COM SHS 29430C102   1,271,088 65,962 SH   SOLE N/A 65,962 0 0
VISA INC COM CL A 92826C839   303,946,028 1,089,100 SH   SOLE N/A 981,184 0 107,916
VONTIER CORPORATION COM 928881101   18,739,622 413,131 SH   SOLE N/A 359,854 0 53,277
WABTEC COM 929740108   871,400,799 5,981,609 SH   SOLE N/A 5,736,350 0 245,259
WHITE MTNS INS GROUP LTD COM G9618E107   89,591,193 49,931 SH   SOLE N/A 49,931 0 0
WILLIAMS SONOMA INC COM 969904101   67,239,835 211,759 SH   SOLE N/A 211,759 0 0
WOLFSPEED INC COM 977852102   29,405,099 996,783 SH   SOLE N/A 996,783 0 0
WOLFSPEED INC COM 977852102   15,340,000 520,000 SH Call SOLE N/A 520,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103   25,275,265 2,254,707 SH   SOLE N/A 2,254,707 0 0
WORKDAY INC CL A 98138H101   40,049,246 146,835 SH   SOLE N/A 134,525 0 12,310
ZIFF DAVIS INC COM 48123V102   32,963,427 522,897 SH   SOLE N/A 522,897 0 0