0001104659-24-062071.txt : 20240515 0001104659-24-062071.hdr.sgml : 20240515 20240515172411 ACCESSION NUMBER: 0001104659-24-062071 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AMERICAN CAPITAL MANAGEMENT INC CENTRAL INDEX KEY: 0001320168 ORGANIZATION NAME: IRS NUMBER: 133008848 STATE OF INCORPORATION: NY FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11313 FILM NUMBER: 24952681 BUSINESS ADDRESS: STREET 1: 575 LEXINGTON AVENUE STREET 2: 30TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-344-3300 MAIL ADDRESS: STREET 1: 575 LEXINGTON AVENUE STREET 2: 30TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001320168 XXXXXXXX 03-31-2024 03-31-2024 false AMERICAN CAPITAL MANAGEMENT INC

575 Lexington Avenue 30th Floor New York NY 10022

13F HOLDINGS REPORT 028-11313 N Michael Meagher 212-344-3300 /s/ Michael Meagher New York NY 05-15-2024 0 64 3119686733 INFORMATION TABLE 2 infotable.xml ACI Worldwide COM 004498101 16549539 498330 SH SOLE 480000 0 18330 AeroVironment COM 008073108 198808912 1297031 SH SOLE 672960 0 624071 Alarm.Com Holdings COM 011642105 12457303 171896 SH SOLE 6766 0 165130 ANSYS COM 03662Q105 95239874 274340 SH SOLE 131346 0 142994 Apple COM 037833100 225668 1316 SH SOLE 0 0 1316 AspenTech COM 29109X106 19036093 89254 SH SOLE 8649 0 80605 Azenta COM 114340102 19609024 325299 SH SOLE 201933 0 123366 Bio Techne COM 09073M104 71555377 1016556 SH SOLE 477529 0 539027 Blackbaud COM 09227Q100 32937436 444260 SH SOLE 194327 0 249933 Cerence COM 156727109 23874259 1515826 SH SOLE 503234 0 1012592 Charles River Labs COM 159864107 49665135 183300 SH SOLE 144600 0 38700 Cognex COM 192422103 64399753 1518146 SH SOLE 761268 0 756878 Cognyte Software COM M25133105 47979902 5801681 SH SOLE 1913389 0 3888292 CommVault Systems COM 204166102 77266433 761771 SH SOLE 383373 0 378398 Costar Group COM 22160N109 78593663 813599 SH SOLE 379604 0 433995 CyberArk Software COM M2682V108 214806215 808667 SH SOLE 382317 0 426350 DexCom COM 252131107 49314230 355546 SH SOLE 29416 0 326130 Dolby Laboratories COM 25659T107 2763489 32989 SH SOLE 293 0 32696 Dorman Products COM 258278100 13309531 138080 SH SOLE 120000 0 18080 FactSet Research COM 303075105 85249471 187613 SH SOLE 63009 0 124604 Forrester Research COM 346563109 1723830 79955 SH SOLE 21000 0 58955 Fortinet COM 34959E109 160989934 2356755 SH SOLE 1048276 0 1308479 Forward Air COM 349853101 458468 14737 SH SOLE 154 0 14583 Franklin Electric COM 353514102 2670250 25000 SH SOLE 0 0 25000 Gentex COM 371901109 85534110 2368054 SH SOLE 1270719 0 1097335 Globant S.A. COM L44385109 377957 1872 SH SOLE 292 0 1580 Graham COM 384556106 661540 24250 SH SOLE 0 0 24250 Guidewire Software COM 40171V100 51136603 438151 SH SOLE 148280 0 289871 Haemonetics COM 405024100 6853178 80295 SH SOLE 16500 0 63795 ICON PLC COM G4705A100 147735020 439753 SH SOLE 266731 0 173022 IDEXX Lab COM 45168D104 158282099 293153 SH SOLE 136439 0 156714 Illumina COM 452327109 9591665 69849 SH SOLE 50140 0 19709 Insulet COM 45784p101 1959616 11433 SH SOLE 0 0 11433 IPG Photonic COM 44980X109 3248969 35825 SH SOLE 330 0 35495 Jack Henry & Associates COM 426281101 81425166 468688 SH SOLE 241122 0 227566 Kornit Digital COM M6372Q113 39386284 2173636 SH SOLE 1123024 0 1050612 Kratos Defense COM 50077B207 41930276 2281299 SH SOLE 1240031 0 1041268 LiveRamp Holdings COM 53815P108 44850793 1300023 SH SOLE 601725 0 698298 Manhattan Assocs COM 562750109 160225022 640311 SH SOLE 302253 0 338058 Medpace Holdings COM 58506q109 153237918 379161 SH SOLE 173954 0 205207 Merit Medical Systems COM 589889104 5183572 68430 SH SOLE 350 0 68080 Monolithic Power Systems COM 609839105 6194328 9144 SH SOLE 919 0 8225 Morningstar COM 617700109 44175853 143256 SH SOLE 89277 0 53979 Neogen COM 640491106 33647126 2132264 SH SOLE 786737 0 1345527 NICE COM 653656108 126164057 484092 SH SOLE 220454 0 263638 O'Reilly Automotive COM 67103H107 846660 750 SH SOLE 750 0 0 OraSure Tech COM 68554V108 8532319 1387369 SH SOLE 1161403 0 225966 Paycom Software COM 70432V102 30458480 153050 SH SOLE 54132 0 98918 Qualys COM 74758T303 109630920 656984 SH SOLE 308319 0 348665 QuidelOrtho COM 219798105 1703788 35540 SH SOLE 1200 0 34340 RBC Bearings COM 75524b104 58944951 218032 SH SOLE 47066 0 170966 Repligen COM 759916109 41806855 227310 SH SOLE 74774 0 152536 ResMed COM 761152107 98372195 496754 SH SOLE 226577 0 270177 SEI Investments COM 784117103 21973287 305609 SH SOLE 165700 0 139909 Spdr S&P 500 Series 1 COM 78462F103 1394505 2666 SH SOLE 571 0 2095 SPS Commerce COM 78463m107 32299996 174689 SH SOLE 12797 0 161892 STAAR Surgical COM 852312305 13120087 342740 SH SOLE 47295 0 295445 Tradeweb Markets COM 892672106 30682857 294546 SH SOLE 30855 0 263691 Trimble COM 896239100 1415920 22000 SH SOLE 0 0 22000 Tyler Technologies COM 902252105 11561972 27204 SH SOLE 1139 0 26065 Varonis Systems COM 922280102 617644 13094 SH SOLE 12694 0 400 Veeva Systems COM 922475108 74722574 322511 SH SOLE 131634 0 190877 Verint Systems COM 92343X100 39985198 1206190 SH SOLE 886366 0 319824 Zebra Technologies COM 989207105 331584 1100 SH SOLE 1100 0 0