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
AKAMAI TECHNOLOGIES COM CS 00971T101   112,832,414 1,441,027 SH   SOLE   1,126,939 0 314,088
ALARM COM HLDGS INC COM CS 011642105   88,324,161 1,756,646 SH   SOLE   1,438,340 0 318,306
ALIGN TECHNOLOGY INC CS 016255101   156,872,047 469,480 SH   SOLE   396,580 0 72,900
APPLE INC COM CS 037833100   347,279 2,106 SH   SOLE   2,106 0 0
ARISTA NETWORKS INC COM CS 040413106   114,859,044 684,255 SH   SOLE   540,272 0 143,983
AUTODESK INC COM CS 052769106   82,760,669 397,582 SH   SOLE   316,248 0 81,334
CARA THERAPEUTICS INC COM CS 140755109   8,505,961 1,732,375 SH   SOLE   1,732,375 0 0
CEVA INC COM CS 157210105   13,316,837 437,622 SH   SOLE   437,622 0 0
CHEVRON CORP NEW COM CS 166764100   211,292 1,295 SH   SOLE   1,295 0 0
COGNEX CORP COM CS 192422103   102,779,087 2,074,250 SH   SOLE   1,616,922 0 457,328
COHERUS BIOSCIENCES INC COM CS 19249H103   7,972,102 1,165,512 SH   SOLE   1,165,512 0 0
CORE LABORATORIES INC CS 21867A105   17,540,422 795,484 SH   SOLE   698,192 0 97,292
COTERRA ENERGY INC COM CS 127097103   125,780,431 5,125,527 SH   SOLE   4,071,208 0 1,054,319
DOLBY LABORATORIES INC COM CL CS 25659T107   124,531,512 1,457,873 SH   SOLE   1,166,155 0 291,718
DULUTH HLDGS INC COM CL B CS 26443V101   6,504,199 1,019,467 SH   SOLE   1,019,467 0 0
EGAIN CORP COM NEW CS 28225C806   7,811,970 1,029,245 SH   SOLE   1,029,245 0 0
ENLINK MIDSTREAM LLC COM UNIT CS 29336T100   169,505 15,637 SH   SOLE   15,637 0 0
EVERBRIDGE INC COM CS 29978A104   4,006,673 115,566 SH   SOLE   115,566 0 0
FLOOR & DECOR HLDGS INC CL A CS 339750101   35,226,308 358,647 SH   SOLE   279,622 0 79,025
FLOTEK INDS INC DEL COM CS 343389102   518,931 752,074 SH   SOLE   752,074 0 0
GARMIN LTD SHS CS H2906T109   140,470,548 1,391,900 SH   SOLE   1,163,403 0 228,497
GENERAC HLDGS INC COM CS 368736104   17,110,944 158,420 SH   SOLE   123,618 0 34,802
GENTEX CORP COM CS 371901109   121,220,640 4,324,675 SH   SOLE   3,380,570 0 944,105
GENTHERM INC COM CS 37253A103   67,402,256 1,115,562 SH   SOLE   1,010,975 0 104,587
GEOSPACE TECHNOLOGIES CORP COM CS 37364X109   10,565,623 1,498,670 SH   SOLE   1,498,670 0 0
GRACO INC COM CS 384109104   33,691,779 461,468 SH   SOLE   366,044 0 95,424
INTERDIGITAL INC COM CS 45867G101   52,917,089 725,886 SH   SOLE   590,002 0 135,884
INTUIT COM CS 461202103   121,858,714 273,330 SH   SOLE   230,683 0 42,647
INTUITIVE SURGICAL INC CS 46120E602   74,305,749 290,859 SH   SOLE   227,226 0 63,633
IPG PHOTONICS CORP COM CS 44980X109   54,034,072 438,197 SH   SOLE   336,589 0 101,608
IROBOT CORP COM CS 462726100   14,772,838 338,516 SH   SOLE   338,516 0 0
KORNIT DIGITAL LTD SHS CS M6372Q113   5,525,073 285,386 SH   SOLE   285,386 0 0
LANDSTAR SYS INC COM CS 515098101   83,272,186 464,533 SH   SOLE   363,839 0 100,694
LGI HOMES INC COM CS 50187T106   59,654,224 523,145 SH   SOLE   430,142 0 93,003
MICROCHIP TECHNOLOGY INC. COM CS 595017104   154,256,741 1,841,212 SH   SOLE   1,436,287 0 404,925
MICROSOFT CORP COM CS 594918104   283,111 982 SH   SOLE   982 0 0
MILLERKNOLL INC COM CS 600544100   6,389,664 312,453 SH   SOLE   312,453 0 0
MIMEDX GROUP INC COM CS 602496101   1,098,347 322,096 SH   SOLE   322,096 0 0
MIX TELEMATICS LTD SPONSORED A CS 60688N102   19,041,882 2,457,017 SH   SOLE   2,457,017 0 0
MSC INDL DIRECT INC CL A COM CS 553530106   24,252,564 288,721 SH   SOLE   228,894 0 59,827
MYRIAD GENETICS INC COM CS 62855J104   48,522,452 2,088,784 SH   SOLE   1,741,360 0 347,424
OPEN TEXT CORP COM CS 683715106   20,181,619 523,518 SH   SOLE   523,518 0 0
PAYCHEX INC COM CS 704326107   20,833,952 181,813 SH   SOLE   132,743 0 49,070
PLEXUS CORP COM CS 729132100   203,626,346 2,086,977 SH   SOLE   1,713,373 0 373,604
POWER INTEGRATIONS INC COM CS 739276103   184,129,919 2,175,448 SH   SOLE   1,800,101 0 375,347
PROS HOLDINGS INC COM CS 74346Y103   13,995,701 510,792 SH   SOLE   510,792 0 0
PROTO LABS INC COM CS 743713109   66,171,511 1,996,124 SH   SOLE   1,715,840 0 280,284
PURE STORAGE INC CL A CS 74624M102   149,567,579 5,863,096 SH   SOLE   4,873,181 0 989,915
ROYAL CARIBBEAN GROUP CS V7780T103   52,757,437 807,924 SH   SOLE   638,708 0 169,216
SEMTECH CORP COM CS 816850101   12,003,567 497,248 SH   SOLE   388,864 0 108,384
SLEEP NUMBER CORPORATION CS 83125X103   60,394,686 1,986,014 SH   SOLE   1,720,604 0 265,410
SNAP ON INC COM CS 833034101   92,965,936 376,548 SH   SOLE   297,319 0 79,229
SOUTHWESTERN ENERGY CO COM CS 845467109   145,519,465 29,103,893 SH   SOLE   25,406,921 0 3,696,972
SPS COMM INC COM CS 78463M107   30,504,015 200,289 SH   SOLE   200,289 0 0
STITCH FIX INC COM CL A CS 860897107   31,379,585 6,140,819 SH   SOLE   5,798,426 0 342,393
STONERIDGE INC COM CS 86183P102   4,093,804 218,920 SH   SOLE   218,920 0 0
STRATASYS LTD SHS CS M85548101   7,869,024 476,045 SH   SOLE   476,045 0 0
STRATEGIC ED INC COM CS 86272C103   43,307,762 482,108 SH   SOLE   422,099 0 60,009
SUPER MICRO COMPUTER INC COM CS 86800U104   422,671,064 3,966,880 SH   SOLE   3,367,731 0 599,149
SURMODICS INC COM CS 868873100   9,225,695 404,991 SH   SOLE   404,991 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109   14,267,326 119,592 SH   SOLE   93,395 0 26,197
TREX CO INC COM CS 89531P105   21,268,449 436,993 SH   SOLE   436,993 0 0
UNDER ARMOUR INC CL A CS 904311107   50,981,855 5,372,166 SH   SOLE   4,220,015 0 1,152,151
VALERO ENERGY CORP COM CS 91913Y100   209,400 1,500 SH   SOLE   1,500 0 0
VIASAT INC COM CS 92552V100   95,748,283 2,829,441 SH   SOLE   2,382,456 0 446,985
VIZIO HLDG CORP CL A COM CS 92858V101   17,849,537 1,944,394 SH   SOLE   1,944,394 0 0
ZUMIEZ INC COM CS 989817101   3,318,905 179,984 SH   SOLE   179,984 0 0