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
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 11,727,997 123,700 SH   SOLE   123,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 35,163,000 113,951 SH   SOLE   113,951 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 34,620,492 70,800 SH   SOLE   70,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 12,757,920 112,000 SH   SOLE   112,000 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 1,891,488 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 7,918,250 95,000 SH   SOLE   95,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 22,144,500 185,000 SH   SOLE   185,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 20,987,960 161,000 SH   SOLE   161,000 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 1,740,000 20,000 SH   SOLE   20,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 36,977,800 311,392 SH   SOLE   311,392 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 2,715,160 14,000 SH   SOLE   14,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 4,435,837 40,651 SH   SOLE   40,651 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 23,118,900 70,000 SH   SOLE   70,000 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 35,106,840 101,700 SH   SOLE   101,700 0 0
APPLE INC COM 037833100 BBG001S5N8V8 13,965,840 72,000 SH   SOLE   72,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 3,374,539 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 14,937,663 128,928 SH   SOLE   128,928 0 0
ASGN INC COM 00191U102 BBG001S71HP5 1,520,163 20,100 SH   SOLE   20,100 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 1,874,012 12,700 SH   SOLE   12,700 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 4,084,743 30,300 SH   SOLE   30,300 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 10,041,500 350,000 SH   SOLE   350,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 53,934,201 905,544 SH   SOLE   905,544 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 8,237,720 95,036 SH   SOLE   95,036 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 5,392,260 58,000 SH   SOLE   58,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 10,128,938 3,751 SH   SOLE   3,751 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,742,382 4,314 SH   SOLE   4,314 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 1,806,452 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 76,742,918 327,234 SH   SOLE   327,234 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 4,976,682 19,400 SH   SOLE   19,400 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 6,136,000 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 36,406,033 345,310 SH   SOLE   345,310 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 43,008,056 79,399 SH   SOLE   79,399 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 40,882,858 293,762 SH   SOLE   293,762 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 92,094,012 185,270 SH   SOLE   185,270 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 5,845,520 35,600 SH   SOLE   35,600 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 1,267,775 15,700 SH   SOLE   15,700 0 0
CONMED CORP COM 207410101 BBG001S5PZH2 3,084,703 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 2,461,300 10,000 SH   SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 6,594,996 17,200 SH   SOLE   17,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 34,348,644 63,800 SH   SOLE   63,800 0 0
CROCS INC COM 227046109 BBG001SDGFR8 8,061,948 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 7,343,500 50,000 SH   SOLE   50,000 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 29,841,120 124,338 SH   SOLE   124,338 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 3,613,040 76,000 SH   SOLE   76,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 10,031,748 78,062 SH   SOLE   78,062 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 12,216,480 93,000 SH   SOLE   93,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 6,606,720 74,000 SH   SOLE   74,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 5,579,700 210,000 SH   SOLE   210,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 3,192,399 17,100 SH   SOLE   17,100 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 7,875,751 42,622 SH   SOLE   42,622 0 0
ENERSYS COM 29275Y102 BBG001SLVXW8 5,979,452 55,100 SH   SOLE   55,100 0 0
ENPRO INDS INC COM 29355X107 BBG001SCK8H2 3,378,309 25,300 SH   SOLE   25,300 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 7,302,690 76,500 SH   SOLE   76,500 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 20,240,985 90,060 SH   SOLE   90,060 0 0
EPLUS INC COM 294268107 BBG001S99YL0 9,970,730 177,100 SH   SOLE   177,100 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 20,000,110 299,000 SH   SOLE   299,000 0 0
EVERBRIDGE INC COM 29978A104 BBG0022FMPG2 1,471,430 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 21,127,500 225,000 SH   SOLE   225,000 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 12,803,700 670,000 SH   SOLE   670,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 12,009,270 79,500 SH   SOLE   79,500 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 34,575,060 370,500 SH   SOLE   370,500 0 0
FABRINET SHS G3323L100 BBG001SP57F4 4,636,716 35,700 SH   SOLE   35,700 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 52,436,808 64,800 SH   SOLE   64,800 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 3,022,216 47,200 SH   SOLE   47,200 0 0
FIRST FINL BANKSHARES INC COM 32020R109 BBG001S7HCY9 5,883,071 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 4,137,720 32,800 SH   SOLE   32,800 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 6,917,555 83,900 SH   SOLE   83,900 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 4,543,790 60,111 SH   SOLE   60,111 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 2,504,897 24,343 SH   SOLE   24,343 0 0
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 6,885,240 36,200 SH   SOLE   36,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,722,668 12,400 SH   SOLE   12,400 0 0
GARTNER INC COM 366651107 BBG001S5SD60 55,842,567 159,409 SH   SOLE   159,409 0 0
GATX CORP COM 361448103 BBG001S5RM34 1,480,510 11,500 SH   SOLE   11,500 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 2,386,080 16,000 SH   SOLE   16,000 0 0
GETTY IMAGES HOLDINGS INC CL A COM 374275105 BBG017RQJJH6 1,952,000 400,000 SH   SOLE   400,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 2,741,590 8,500 SH   SOLE   8,500 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 1,933,200 54,000 SH   SOLE   54,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 BBG001S5RTV8 2,968,084 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 27,392,789 154,814 SH   SOLE   154,814 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 2,484,460 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 11,162,250 66,708 SH   SOLE   66,708 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 2,911,000 20,000 SH   SOLE   20,000 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,826,824 9,100 SH   SOLE   9,100 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 55,502,442 110,512 SH   SOLE   110,512 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 1,331,694 9,100 SH   SOLE   9,100 0 0
INSPERITY INC COM 45778Q107 BBG001S894P4 3,949,472 33,200 SH   SOLE   33,200 0 0
INSULET CORP COM 45784P101 BBG001SRF439 2,395,817 8,309 SH   SOLE   8,309 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 2,741,310 33,000 SH   SOLE   33,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 33,678,956 297,833 SH   SOLE   297,833 0 0
INTUIT COM 461202103 BBG001S6TWR2 29,557,837 64,510 SH   SOLE   64,510 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 32,591,650 145,000 SH   SOLE   145,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 BBG001TSQV70 2,117,696 20,300 SH   SOLE   20,300 0 0
J & J SNACK FOODS CORP COM 466032109 BBG001S5SH98 20,539,292 129,700 SH   SOLE   129,700 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5,235,840 36,000 SH   SOLE   36,000 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 2,998,350 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,126,104 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 6,507,852 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 2,356,560 12,000 SH   SOLE   12,000 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 3,032,640 24,000 SH   SOLE   24,000 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 34,498,206 105,800 SH   SOLE   105,800 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 2,680,052 9,200 SH   SOLE   9,200 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 7,305,050 19,300 SH   SOLE   19,300 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 1,918,000 200,000 SH   SOLE   200,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 24,826,560 132,000 SH   SOLE   132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 19,786,179 50,308 SH   SOLE   50,308 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 9,290,700 222,000 SH   SOLE   222,000 0 0
MAXIMUS INC COM 577933104 BBG001S6G4K5 3,033,909 35,900 SH   SOLE   35,900 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 3,818,703 15,900 SH   SOLE   15,900 0 0
MERCURY SYS INC COM 589378108 BBG001SBFLT8 1,148,388 33,200 SH   SOLE   33,200 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 25,541,220 89,000 SH   SOLE   89,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 20,730,470 15,805 SH   SOLE   15,805 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2,208,850 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 18,903,035 55,509 SH   SOLE   55,509 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 29,888,765 55,326 SH   SOLE   55,326 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 38,742,288 132,100 SH   SOLE   132,100 0 0
MSCI INC COM 55354G100 BBG001SV8B05 8,916,510 19,000 SH   SOLE   19,000 0 0
NEOGEN CORP COM 640491106 BBG001S67B47 4,795,049 220,462 SH   SOLE   220,462 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 12,777,734 29,008 SH   SOLE   29,008 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,538,510 23,000 SH   SOLE   23,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 24,750,066 58,508 SH   SOLE   58,508 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 6,241,500 90,000 SH   SOLE   90,000 0 0
OMNICELL COM COM 68213N109 BBG001SF6Z45 4,140,254 56,200 SH   SOLE   56,200 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 6,673,000 100,000 SH   SOLE   100,000 0 0
PENUMBRA INC COM 70975L107 BBG001TRHPB0 6,227,486 18,100 SH   SOLE   18,100 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 14,399,010 69,500 SH   SOLE   69,500 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 2,879,688 42,700 SH   SOLE   42,700 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 50,350,117 134,396 SH   SOLE   134,396 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 5,379,072 27,200 SH   SOLE   27,200 0 0
QUAKER HOUGHTON COM 747316107 BBG001S969X5 5,203,830 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 5,594,880 47,000 SH   SOLE   47,000 0 0
QUALYS INC COM 74758T303 BBG001SYH860 2,802,989 21,700 SH   SOLE   21,700 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 11,417,175 52,500 SH   SOLE   52,500 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 42,038,134 274,454 SH   SOLE   274,454 0 0
REVANCE THERAPEUTICS INC COM 761330109 BBG001V0GBC7 4,049,600 160,000 SH   SOLE   160,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 7,330,400 440,000 SH   SOLE   440,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 26,993,766 197,800 SH   SOLE   197,800 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 4,690,600 470,000 SH   SOLE   470,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 5,244,720 82,000 SH   SOLE   82,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 9,895,829 231,049 SH   SOLE   231,049 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 34,891,175 72,569 SH   SOLE   72,569 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 1,967,976 32,400 SH   SOLE   32,400 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 36,758,406 91,692 SH   SOLE   91,692 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 42,970,284 203,400 SH   SOLE   203,400 0 0
SANMINA CORPORATION COM 801056102 BBG001S5SYJ0 967,876 16,059 SH   SOLE   16,059 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 5,890,658 61,393 SH   SOLE   61,393 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 39,654,851 70,564 SH   SOLE   70,564 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 6,395,400 99,000 SH   SOLE   99,000 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 8,093,214 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 4,184,000 25,000 SH   SOLE   25,000 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 6,630,400 560,000 SH   SOLE   560,000 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 9,760,280 92,000 SH   SOLE   92,000 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 20,070,270 104,500 SH   SOLE   104,500 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,268,980 33,000 SH   SOLE   33,000 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 6,230,861 104,422 SH   SOLE   104,422 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 12,186,515 39,944 SH   SOLE   39,944 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 19,419,286 44,600 SH   SOLE   44,600 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,011,600 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 57,103,179 138,900 SH   SOLE   138,900 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 13,350,270 51,000 SH   SOLE   51,000 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 4,670,848 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 35,649,091 68,326 SH   SOLE   68,326 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 6,490,888 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 BBG001S5WX98 3,822,040 37,600 SH   SOLE   37,600 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 99,661,506 111,457 SH   SOLE   111,457 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 4,195,840 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 5,261,338 55,400 SH   SOLE   55,400 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 6,107,520 96,000 SH   SOLE   96,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 43,286,642 103,937 SH   SOLE   103,937 0 0
U S PHYSICAL THERAPY COM 90337L108 BBG001S71ZL9 9,444,142 77,800 SH   SOLE   77,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 28,927,138 670,075 SH   SOLE   670,075 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 7,255,163 15,417 SH   SOLE   15,417 0 0
UNIFIRST CORP MASS COM 904708104 BBG001S5X2B2 2,511,162 16,200 SH   SOLE   16,200 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 33,578,142 164,100 SH   SOLE   164,100 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 2,139,960 8,500 SH   SOLE   8,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 12,492,805 35,500 SH   SOLE   35,500 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 15,914,535 67,014 SH   SOLE   67,014 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 2,369,565 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 3,076,601 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 29,083,111 203,478 SH   SOLE   203,478 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 9,764,698 53,147 SH   SOLE   53,147 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 26,205,315 68,516 SH   SOLE   68,516 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 4,363,488 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 11,058,630 93,000 SH   SOLE   93,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 8,719,354 38,600 SH   SOLE   38,600 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 7,766,824 76,400 SH   SOLE   76,400 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 11,193,650 65,000 SH   SOLE   65,000 0 0