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   151,903,026 1,396,681 SH   SOLE   1,173,355 0 223,326
ALARM COM HLDGS INC COM CS 011642105   184,982,067 2,552,533 SH   SOLE   2,271,466 0 281,067
ALIGN TECHNOLOGY INC CS 016255101   230,836,661 703,942 SH   SOLE   612,986 0 90,956
APPLE INC COM CS 037833100   251,047 1,464 SH   SOLE   1,464 0 0
ARISTA NETWORKS INC COM CS 040413106   178,226,928 614,618 SH   SOLE   523,188 0 91,430
AUTODESK INC COM CS 052769106   91,016,790 349,500 SH   SOLE   301,570 0 47,930
CANTALOUPE INC CS 138103106   10,203,317 1,586,830 SH   SOLE   1,586,830 0 0
CARA THERAPEUTICS INC COM CS 140755109   1,651,703 1,815,058 SH   SOLE   1,815,058 0 0
CEVA INC COM CS 157210105   11,052,276 486,670 SH   SOLE   486,670 0 0
CHEVRON CORP NEW COM CS 166764100   204,273 1,295 SH   SOLE   1,295 0 0
COGNEX CORP COM CS 192422103   144,095,141 3,396,868 SH   SOLE   2,982,654 0 414,214
COHERUS BIOSCIENCES INC COM CS 19249H103   3,001,689 1,255,937 SH   SOLE   1,255,937 0 0
CORE LABORATORIES INC CS 21867A105   13,933,130 815,757 SH   SOLE   726,244 0 89,513
COTERRA ENERGY INC COM CS 127097103   139,753,267 5,012,671 SH   SOLE   4,197,943 0 814,728
DOLBY LABORATORIES INC COM CL CS 25659T107   116,588,657 1,391,771 SH   SOLE   1,182,455 0 209,316
EGAIN CORP COM NEW CS 28225C806   7,276,180 1,128,090 SH   SOLE   1,128,090 0 0
EVERBRIDGE INC COM CS 29978A104   4,525,880 129,942 SH   SOLE   129,942 0 0
FLOOR & DECOR HLDGS INC CL A CS 339750101   143,580,722 1,107,705 SH   SOLE   966,302 0 141,403
GARMIN LTD SHS CS H2906T109   202,917,998 1,363,055 SH   SOLE   1,194,295 0 168,760
GENERAC HLDGS INC COM CS 368736104   45,248,058 358,713 SH   SOLE   289,345 0 69,368
GENTEX CORP COM CS 371901109   152,295,429 4,216,374 SH   SOLE   3,471,390 0 744,984
GENTHERM INC COM CS 37253A103   65,558,918 1,138,571 SH   SOLE   1,045,036 0 93,535
GEOSPACE TECHNOLOGIES CORP COM CS 37364X109   20,697,181 1,569,157 SH   SOLE   1,569,157 0 0
GRACO INC COM CS 384109104   38,681,412 413,882 SH   SOLE   361,333 0 52,549
INMODE LTD SHS CS M5425M103   16,910,495 782,531 SH   SOLE   782,531 0 0
INTERDIGITAL INC COM CS 45867G101   115,231,772 1,082,395 SH   SOLE   978,907 0 103,488
INTUIT COM CS 461202103   132,883,400 204,436 SH   SOLE   181,068 0 23,368
INTUITIVE SURGICAL INC CS 46120E602   102,183,403 256,041 SH   SOLE   217,664 0 38,377
IPG PHOTONICS CORP COM CS 44980X109   43,547,887 480,184 SH   SOLE   390,722 0 89,462
KORNIT DIGITAL LTD SHS CS M6372Q113   35,308,704 1,948,604 SH   SOLE   1,948,604 0 0
LANDSTAR SYS INC COM CS 515098101   62,592,449 324,717 SH   SOLE   275,413 0 49,304
LGI HOMES INC COM CS 50187T106   103,669,145 890,858 SH   SOLE   807,846 0 83,012
LUNA INNOVATIONS INC CS 550351100   2,895,615 903,468 SH   SOLE   903,468 0 0
MATERIALISE NV SPONSORED ADS CS 57667T100   8,404,049 1,591,676 SH   SOLE   1,591,676 0 0
MICROCHIP TECHNOLOGY INC. COM CS 595017104   156,499,633 1,744,506 SH   SOLE   1,459,127 0 285,379
MICROSOFT CORP COM CS 594918104   285,669 679 SH   SOLE   679 0 0
MILLERKNOLL INC COM CS 600544100   8,194,025 330,938 SH   SOLE   330,938 0 0
MIMEDX GROUP INC COM CS 602496101   2,709,807 351,923 SH   SOLE   351,923 0 0
MSC INDL DIRECT INC CL A COM CS 553530106   57,781,983 595,445 SH   SOLE   545,222 0 50,223
MYRIAD GENETICS INC COM CS 62855J104   44,287,887 2,077,293 SH   SOLE   1,795,769 0 281,524
PAYCHEX INC COM CS 704326107   17,390,322 141,615 SH   SOLE   116,171 0 25,444
PLEXUS CORP COM CS 729132100   199,292,866 2,101,802 SH   SOLE   1,809,231 0 292,571
POWER INTEGRATIONS INC COM CS 739276103   145,875,138 2,038,786 SH   SOLE   1,795,170 0 243,616
POWERFLEET INC CS 73931J109   7,994,451 1,497,088 SH   SOLE   1,497,088 0 0
PROGYNY INC COM CS 74340E103   19,801,910 519,054 SH   SOLE   440,659 0 78,395
PROS HOLDINGS INC COM CS 74346Y103   19,043,241 524,174 SH   SOLE   524,174 0 0
PROTO LABS INC COM CS 743713109   68,276,744 1,909,839 SH   SOLE   1,640,283 0 269,556
PURE STORAGE INC CL A CS 74624M102   292,265,996 5,621,581 SH   SOLE   4,967,490 0 654,091
ROYAL CARIBBEAN GROUP CS V7780T103   83,339,275 599,520 SH   SOLE   526,341 0 73,179
SEMTECH CORP COM CS 816850101   15,473,269 562,869 SH   SOLE   413,480 0 149,389
SLEEP NUMBER CORPORATION CS 83125X103   256,384 15,994 SH   SOLE   15,994 0 0
SNAP ON INC COM CS 833034101   107,089,158 361,519 SH   SOLE   298,007 0 63,512
SOUTHWESTERN ENERGY CO COM CS 845467109   232,118,398 30,622,480 SH   SOLE   27,230,211 0 3,392,269
SPS COMM INC COM CS 78463M107   31,464,618 170,171 SH   SOLE   170,171 0 0
STITCH FIX INC COM CL A CS 860897107   18,155,008 6,876,897 SH   SOLE   6,524,937 0 351,960
STONERIDGE INC COM CS 86183P102   4,416,011 239,480 SH   SOLE   239,480 0 0
STRATEGIC ED INC COM CS 86272C103   46,664,397 448,179 SH   SOLE   416,311 0 31,868
SUPER MICRO COMPUTER INC COM CS 86800U104   1,029,656,903 1,019,432 SH   SOLE   968,941 0 50,491
SURMODICS INC COM CS 868873100   19,340,194 659,175 SH   SOLE   659,175 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109   45,428,140 305,934 SH   SOLE   262,482 0 43,452
TREX CO INC COM CS 89531P105   41,489,915 415,939 SH   SOLE   415,939 0 0
UNDER ARMOUR INC CL A CS 904311107   39,423,311 5,341,912 SH   SOLE   4,205,812 0 1,136,100
VALERO ENERGY CORP COM CS 91913Y100   256,035 1,500 SH   SOLE   1,500 0 0
VIASAT INC COM CS 92552V100   61,733,934 3,412,600 SH   SOLE   2,959,720 0 452,880
VIZIO HLDG CORP CL A COM CS 92858V101   37,604,500 3,437,340 SH   SOLE   3,437,340 0 0
ZIPRECRUITER INC CL A CS 98980B103   11,361,381 988,806 SH   SOLE   988,806 0 0
ZUMIEZ INC COM CS 989817101   2,819,264 185,600 SH   SOLE   185,600 0 0
MIX TELEMATICS LTD SPONSORED A CS 60688N102   31,816,543 2,186,704 SH   SOLE   2,186,704 0 0