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 22,484,640 208,500 SH   SOLE   208,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 40,279,399 113,951 SH   SOLE   113,951 0 0
ACUITY BRANDS INC COM 00508Y102 BBG001SBG656 10,189,430 37,000 SH   SOLE   37,000 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 38,885,278 75,100 SH   SOLE   75,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 29,534,400 180,000 SH   SOLE   180,000 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 1,847,846 33,800 SH   SOLE   33,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 3,183,600 30,000 SH   SOLE   30,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 24,048,250 145,000 SH   SOLE   145,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 29,634,110 159,041 SH   SOLE   159,041 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 4,989,071 59,900 SH   SOLE   59,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 67,127,889 498,721 SH   SOLE   498,721 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 6,022,107 18,900 SH   SOLE   18,900 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 13,052,695 55,449 SH   SOLE   55,449 0 0
APPLE INC COM 037833100 BBG001S5N8V8 20,284,086 87,056 SH   SOLE   87,056 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 10,107,789 45,300 SH   SOLE   45,300 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 36,767,766 229,526 SH   SOLE   229,526 0 0
ASGN INC COM 00191U102 BBG001S71HP5 1,873,923 20,100 SH   SOLE   20,100 0 0
ASSURED GUARANTY LTD COM G0585R106 BBG001SCBBM9 4,771,200 60,000 SH   SOLE   60,000 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 17,844,097 81,700 SH   SOLE   81,700 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 5,720,000 32,500 SH   SOLE   32,500 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3,571,200 90,000 SH   SOLE   90,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 88,776,210 1,564,890 SH   SOLE   1,564,890 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 9,207,990 131,000 SH   SOLE   131,000 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 3,062,600 20,000 SH   SOLE   20,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 11,591,811 2,752 SH   SOLE   2,752 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,045,712 35,048 SH   SOLE   35,048 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 18,233,600 176,000 SH   SOLE   176,000 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 36,684,035 72,705 SH   SOLE   72,705 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 76,242,907 281,308 SH   SOLE   281,308 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 8,725,150 19,400 SH   SOLE   19,400 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 6,553,581 41,068 SH   SOLE   41,068 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 48,090,880 128,000 SH   SOLE   128,000 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 8,907,392 20,800 SH   SOLE   20,800 0 0
CDW CORP COM 12514G108 BBG001V18TB6 86,834,053 383,712 SH   SOLE   383,712 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 44,180,278 384,310 SH   SOLE   384,310 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 74,219,194 123,499 SH   SOLE   123,499 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 10,371,888 180,005 SH   SOLE   180,005 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 40,125,190 296,762 SH   SOLE   296,762 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 125,728,655 610,689 SH   SOLE   610,689 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 13,006,410 73,000 SH   SOLE   73,000 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 56,640,959 145,103 SH   SOLE   145,103 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 3,349,970 13,000 SH   SOLE   13,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 56,559,976 63,800 SH   SOLE   63,800 0 0
CRANE NXT CO COM 224441105 BBG017BXPZ94 3,410,880 60,800 SH   SOLE   60,800 0 0
CROCS INC COM 227046109 BBG001SDGFR8 10,382,877 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 13,743,030 49,000 SH   SOLE   49,000 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 15,179,892 54,600 SH   SOLE   54,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 2,437,920 48,000 SH   SOLE   48,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 5,430,240 81,000 SH   SOLE   81,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 8,792,400 51,000 SH   SOLE   51,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,404,750 25,000 SH   SOLE   25,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 8,663,200 221,000 SH   SOLE   221,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 4,366,143 17,100 SH   SOLE   17,100 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 18,341,009 42,601 SH   SOLE   42,601 0 0
ENPRO INC COM 29355X107 BBG001SCK8H2 2,140,776 13,200 SH   SOLE   13,200 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 21,817,494 151,700 SH   SOLE   151,700 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 15,854,730 79,660 SH   SOLE   79,660 0 0
EPLUS INC COM 294268107 BBG001S99YL0 13,669,260 139,000 SH   SOLE   139,000 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 20,776,600 305,000 SH   SOLE   305,000 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 12,975,000 500,000 SH   SOLE   500,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 20,641,630 541,065 SH   SOLE   541,065 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 39,783,128 345,100 SH   SOLE   345,100 0 0
FABRINET SHS G3323L100 BBG001SP57F4 16,598,088 70,200 SH   SOLE   70,200 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 118,943,424 61,200 SH   SOLE   61,200 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 22,505,448 240,803 SH   SOLE   240,803 0 0
FIRST FINL BANKSHARES INC COM 32020R109 BBG001S7HCY9 7,642,417 206,496 SH   SOLE   206,496 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 2,552,996 24,356 SH   SOLE   24,356 0 0
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 11,036,660 48,500 SH   SOLE   48,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 3,488,988 12,400 SH   SOLE   12,400 0 0
GARTNER INC COM 366651107 BBG001S5SD60 89,240,436 176,100 SH   SOLE   176,100 0 0
GATX CORP COM 361448103 BBG001S5RM34 2,225,160 16,800 SH   SOLE   16,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 3,589,548 7,250 SH   SOLE   7,250 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 BBG001S5RNK3 9,275,314 24,215 SH   SOLE   24,215 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 105,165,426 402,193 SH   SOLE   402,193 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 11,776,630 66,708 SH   SOLE   66,708 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 3,230,231 14,014 SH   SOLE   14,014 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 63,764,827 126,212 SH   SOLE   126,212 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 10,743,438 49,879 SH   SOLE   49,879 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 3,623,360 26,000 SH   SOLE   26,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 47,843,893 297,833 SH   SOLE   297,833 0 0
INTUIT COM 461202103 BBG001S6TWR2 34,285,410 55,210 SH   SOLE   55,210 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 73,223,730 309,000 SH   SOLE   309,000 0 0
J & J SNACK FOODS CORP COM 466032109 BBG001S5SH98 18,089,812 105,100 SH   SOLE   105,100 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 3,163,535 15,003 SH   SOLE   15,003 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 9,396,400 27,800 SH   SOLE   27,800 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 6,383,806 33,800 SH   SOLE   33,800 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 105,448,605 174,500 SH   SOLE   174,500 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 795,750 3,000 SH   SOLE   3,000 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 5,969,700 22,000 SH   SOLE   22,000 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 3,952,500 310,000 SH   SOLE   310,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 2,122,200 10,000 SH   SOLE   10,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 29,447,880 132,000 SH   SOLE   132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 22,772,176 46,116 SH   SOLE   46,116 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 15,708,746 415,136 SH   SOLE   415,136 0 0
MAXIMUS INC COM 577933104 BBG001S6G4K5 1,114,753 11,966 SH   SOLE   11,966 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 7,376,980 22,100 SH   SOLE   22,100 0 0
MERIT MED SYS INC COM 589889104 BBG001S6KLT3 2,273,090 23,000 SH   SOLE   23,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 45,805,526 80,018 SH   SOLE   80,018 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 21,145,770 14,100 SH   SOLE   14,100 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 5,185,500 50,000 SH   SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 23,894,621 55,530 SH   SOLE   55,530 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 23,266,800 138,000 SH   SOLE   138,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 100,099,313 108,274 SH   SOLE   108,274 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 72,885,023 162,100 SH   SOLE   162,100 0 0
MSA SAFETY INC COM 553498106 BBG001S5TCN2 12,449,268 70,200 SH   SOLE   70,200 0 0
MSCI INC COM 55354G100 BBG001SV8B05 109,857,239 188,457 SH   SOLE   188,457 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 18,161,568 25,606 SH   SOLE   25,606 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,037,395 23,047 SH   SOLE   23,047 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 46,771,196 385,138 SH   SOLE   385,138 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 2,574,990 33,000 SH   SOLE   33,000 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 70,559,945 187,261 SH   SOLE   187,261 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 19,052,450 164,600 SH   SOLE   164,600 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 11,772,660 44,400 SH   SOLE   44,400 0 0
QUAKER HOUGHTON COM 747316107 BBG001S969X5 353,829 2,100 SH   SOLE   2,100 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 3,401,000 20,000 SH   SOLE   20,000 0 0
QUALYS INC COM 74758T303 BBG001SYH860 2,787,582 21,700 SH   SOLE   21,700 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 15,717,450 52,500 SH   SOLE   52,500 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 55,322,889 275,458 SH   SOLE   275,458 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 7,854,000 700,000 SH   SOLE   700,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 32,080,860 207,000 SH   SOLE   207,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 12,881,000 550,000 SH   SOLE   550,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 13,662,780 183,000 SH   SOLE   183,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 15,412,896 304,723 SH   SOLE   304,723 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 38,989,194 70,069 SH   SOLE   70,069 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 6,244,506 118,200 SH   SOLE   118,200 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 33,162,871 64,192 SH   SOLE   64,192 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 10,402,080 38,004 SH   SOLE   38,004 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 BBG003BW05L5 8,300,492 59,600 SH   SOLE   59,600 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 10,281,007 110,193 SH   SOLE   110,193 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 60,070,810 67,164 SH   SOLE   67,164 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 8,975,680 112,000 SH   SOLE   112,000 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 9,061,500 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 7,711,501 51,100 SH   SOLE   51,100 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 9,523,000 890,000 SH   SOLE   890,000 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 20,290,765 104,500 SH   SOLE   104,500 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 9,809,851 104,471 SH   SOLE   104,471 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 42,283,315 117,044 SH   SOLE   117,044 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 22,587,526 44,605 SH   SOLE   44,605 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,569,712 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 10,591,372 24,200 SH   SOLE   24,200 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 10,467,816 40,010 SH   SOLE   40,010 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 7,346,560 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 18,187,195 29,402 SH   SOLE   29,402 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 9,926,164 24,400 SH   SOLE   24,400 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 11,273,170 29,000 SH   SOLE   29,000 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 153,355,108 107,457 SH   SOLE   107,457 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 4,261,120 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 6,138,201 63,300 SH   SOLE   63,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 133,662,540 228,984 SH   SOLE   228,984 0 0
U S PHYSICAL THERAPY COM 90337L108 BBG001S71ZL9 3,698,331 43,700 SH   SOLE   43,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 31,943,000 425,000 SH   SOLE   425,000 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 1,751,040 4,500 SH   SOLE   4,500 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 32,806,488 133,100 SH   SOLE   133,100 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 14,650,020 31,500 SH   SOLE   31,500 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 17,875,693 65,014 SH   SOLE   65,014 0 0
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 4,418,651 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 104,643,318 585,188 SH   SOLE   585,188 0 0
WATSCO INC COM 942622200 BBG001S82CQ2 24,052,932 48,900 SH   SOLE   48,900 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 14,844,542 71,647 SH   SOLE   71,647 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 41,308,922 137,623 SH   SOLE   137,623 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 9,070,544 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 15,950,430 93,000 SH   SOLE   93,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 9,776,400 40,000 SH   SOLE   40,000 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 6,044,768 76,400 SH   SOLE   76,400 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 24,422,500 125,000 SH   SOLE   125,000 0 0