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
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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   5,805,624 18,814 SH   SOLE   16,839 0 1,975
ADDUS HOMECARE CORP COM 006739106   13,538,928 146,051 SH   SOLE   142,695 0 3,356
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,765,743 3,611 SH   SOLE   3,434 0 177
ADVANCED MICRO DEVICES INC COM 007903107   371,916 3,265 SH   SOLE   3,265 0 0
AEROVIRONMENT INC COM 008073108   16,367,357 160,025 SH   SOLE   156,576 0 3,449
ALLEGRO MICROSYSTEMS INC COM 01749D105   14,930,822 330,767 SH   SOLE   323,288 0 7,479
ALPHABET INC CAP STK CL A 02079K305   11,026,884 92,121 SH   SOLE   83,022 0 9,099
AMAZON COM INC COM 023135106   11,131,962 85,394 SH   SOLE   79,988 0 5,406
AMN HEALTHCARE SVCS INC COM 001744101   13,815,028 126,604 SH   SOLE   123,716 0 2,888
APPLE INC COM 037833100   9,074,499 46,783 SH   SOLE   42,948 0 3,835
APPLIED INDL TECHNOLOGIES IN COM 03820C105   17,643,710 121,824 SH   SOLE   119,042 0 2,782
APTIV PLC SHS G6095L109   1,161,376 11,376 SH   SOLE   11,376 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   3,620,997 353,268 SH   SOLE   140,393 0 212,875
ASPEN AEROGELS INC COM 04523Y105   6,190,060 784,545 SH   SOLE   766,503 0 18,042
ATKORE INC COM 047649108   11,512,738 73,828 SH   SOLE   72,120 0 1,708
AXCELIS TECHNOLOGIES INC COM NEW 054540208   9,925,853 54,142 SH   SOLE   52,891 0 1,251
AXOS FINANCIAL INC COM 05465C100   15,532,892 393,836 SH   SOLE   384,889 0 8,947
BJS WHSL CLUB HLDGS INC COM 05550J101   232,759 3,694 SH   SOLE   3,694 0 0
BOOKING HOLDINGS INC COM 09857L108   2,759,737 1,022 SH   SOLE   839 0 183
BOYD GAMING CORP COM 103304101   17,573,699 253,333 SH   SOLE   247,524 0 5,809
BRINKS CO COM 109696104   16,764,917 247,161 SH   SOLE   241,488 0 5,673
BURLINGTON STORES INC COM 122017106   201,144 1,278 SH   SOLE   1,278 0 0
CACTUS INC CL A 127203107   12,790,387 302,230 SH   SOLE   295,278 0 6,952
CALIX INC COM 13100M509   12,437,372 249,196 SH   SOLE   243,539 0 5,657
CDW CORP COM 12514G108   1,674,254 9,124 SH   SOLE   8,772 0 352
CHARLES RIV LABS INTL INC COM 159864107   235,480 1,120 SH   SOLE   1,120 0 0
CHART INDS INC COM 16115Q308   17,021,949 106,527 SH   SOLE   104,073 0 2,454
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,640,543 2,637 SH   SOLE   2,322 0 315
CINTAS CORP COM 172908105   7,463,656 15,015 SH   SOLE   13,607 0 1,408
CONSTELLATION BRANDS INC CL A 21036P108   1,818,655 7,389 SH   SOLE   7,017 0 372
COSTAR GROUP INC COM 22160N109   1,577,525 17,725 SH   SOLE   17,725 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,782,201 10,740 SH   SOLE   9,802 0 938
CROWN CASTLE INC COM 22822V101   1,207,422 10,597 SH   SOLE   10,333 0 264
D R HORTON INC COM 23331A109   442,830 3,639 SH   SOLE   3,639 0 0
DANAHER CORPORATION COM 235851102   3,484,080 14,517 SH   SOLE   13,068 0 1,449
DESCARTES SYS GROUP INC COM 249906108   4,745,342 59,225 SH   SOLE   44,306 0 14,919
DIAMONDBACK ENERGY INC COM 25278X109   3,588,887 27,321 SH   SOLE   23,624 0 3,697
DISNEY WALT CO COM 254687106   1,378,215 15,437 SH   SOLE   14,637 0 800
DOUBLEVERIFY HLDGS INC COM 25862V105   20,302,968 521,659 SH   SOLE   509,944 0 11,715
DRAFTKINGS INC NEW COM CL A 26142V105   393,209 14,799 SH   SOLE   14,799 0 0
ENDAVA PLC ADS 29260V105   211,821 4,090 SH   SOLE   199 0 3,891
ENPRO INDS INC COM 29355X107   6,312,026 47,270 SH   SOLE   46,194 0 1,076
ENSIGN GROUP INC COM 29358P101   17,133,384 179,482 SH   SOLE   175,400 0 4,082
EOG RES INC COM 26875P101   4,232,678 36,986 SH   SOLE   33,377 0 3,609
EQUINIX INC COM 29444U700   2,354,172 3,003 SH   SOLE   2,901 0 102
EVERTEC INC COM 30040P103   9,084,451 246,659 SH   SOLE   240,950 0 5,709
EVOLENT HEALTH INC CL A 30050B101   12,822,566 423,187 SH   SOLE   413,589 0 9,598
EXTREME NETWORKS COM 30226D106   13,036,332 500,435 SH   SOLE   488,989 0 11,446
FORTIVE CORP COM 34959J108   202,627 2,710 SH   SOLE   2,710 0 0
FOX FACTORY HLDG CORP COM 35138V102   9,653,592 88,965 SH   SOLE   86,934 0 2,031
FRESHPET INC COM 358039105   11,789,138 179,139 SH   SOLE   175,028 0 4,111
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   1,238,775 4,461 SH   SOLE   1,718 0 2,743
H & E EQUIPMENT SERVICES INC COM 404030108   10,544,509 230,481 SH   SOLE   225,189 0 5,292
HALOZYME THERAPEUTICS INC COM 40637H109   15,614,018 432,881 SH   SOLE   422,975 0 9,906
HCA HEALTHCARE INC COM 40412C101   1,207,243 3,978 SH   SOLE   3,798 0 180
HDFC BANK LTD SPONSORED ADS 40415F101   2,901,472 41,628 SH   SOLE   21,343 0 20,285
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106   180 18,005 SH   SOLE   12,658 0 5,347
HEICO CORP NEW COM 422806109   3,673,982 20,764 SH   SOLE   17,872 0 2,892
HERITAGE CRYSTAL CLEAN INC COM 42726M106   9,793,959 259,168 SH   SOLE   253,197 0 5,971
HUBSPOT INC COM 443573100   580,510 1,091 SH   SOLE   1,091 0 0
ICICI BANK LIMITED ADR 45104G104   7,756,796 336,083 SH   SOLE   253,481 0 82,602
IMPINJ INC COM 453204109   5,315,886 59,296 SH   SOLE   57,942 0 1,354
INMODE LTD SHS M5425M103   9,235,572 247,271 SH   SOLE   224,875 0 22,396
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   3,083,475 37,119 SH   SOLE   32,227 0 4,892
ISHARES TR MSCI INDONIA ETF 46429B309   230,408 9,996 SH   SOLE   9,996 0 0
ISHARES TR MSCI CHINA ETF 46429B671   911,175 20,366 SH   SOLE   0 0 20,366
JPMORGAN CHASE & CO COM 46625H100   5,241,948 36,042 SH   SOLE   32,258 0 3,784
KINSALE CAP GROUP INC COM 49714P108   23,696,681 63,326 SH   SOLE   61,882 0 1,444
LANTHEUS HLDGS INC COM 516544103   15,364,661 183,087 SH   SOLE   178,878 0 4,209
LIVENT CORP COM 53814L108   13,400,570 488,537 SH   SOLE   477,329 0 11,208
MASTERCARD INCORPORATED CL A 57636Q104   820,817 2,087 SH   SOLE   2,087 0 0
MERCADOLIBRE INC COM 58733R102   3,983,810 3,363 SH   SOLE   2,509 0 854
MERIT MED SYS INC COM 589889104   14,794,076 176,878 SH   SOLE   172,826 0 4,052
MGP INGREDIENTS INC NEW COM 55303J106   13,071,978 122,996 SH   SOLE   120,175 0 2,821
MICROCHIP TECHNOLOGY INC. COM 595017104   1,511,921 16,876 SH   SOLE   16,118 0 758
MICROSOFT CORP COM 594918104   6,661,303 19,561 SH   SOLE   18,726 0 835
MODERNA INC COM 60770K107   571,050 4,700 SH   SOLE   4,700 0 0
MONOLITHIC PWR SYS INC COM 609839105   3,040,414 5,628 SH   SOLE   4,818 0 810
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,115,012 14,031 SH   SOLE   11,860 0 2,171
MSA SAFETY INC COM 553498106   17,932,433 103,084 SH   SOLE   100,710 0 2,374
MSCI INC COM 55354G100   2,615,822 5,574 SH   SOLE   4,926 0 648
NAPCO SEC TECHNOLOGIES INC COM 630402105   11,265,676 325,128 SH   SOLE   317,596 0 7,532
NICE LTD SPONSORED ADR 653656108   253,789 1,229 SH   SOLE   1,229 0 0
NIKE INC CL B 654106103   1,015,294 9,199 SH   SOLE   9,199 0 0
NOVO-NORDISK A S ADR 670100205   336,930 2,082 SH   SOLE   2,082 0 0
NUTANIX INC CL A 67059N108   17,103,291 609,743 SH   SOLE   595,760 0 13,983
NVIDIA CORPORATION COM 67066G104   3,053,358 7,218 SH   SOLE   6,206 0 1,012
OLLIES BARGAIN OUTLET HLDGS COM 681116109   12,482,756 215,480 SH   SOLE   210,519 0 4,961
ONTO INNOVATION INC COM 683344105   9,764,961 83,841 SH   SOLE   81,906 0 1,935
PALO ALTO NETWORKS INC COM 697435105   2,933,766 11,482 SH   SOLE   9,871 0 1,611
PALOMAR HLDGS INC COM 69753M105   14,192,927 244,537 SH   SOLE   238,901 0 5,636
PERFORMANCE FOOD GROUP CO COM 71377A103   3,050,855 50,645 SH   SOLE   42,598 0 8,047
PLANET FITNESS INC CL A 72703H101   269,962 4,003 SH   SOLE   4,003 0 0
PROCTER AND GAMBLE CO COM 742718109   433,369 2,856 SH   SOLE   2,856 0 0
PTC THERAPEUTICS INC COM 69366J200   9,987,657 245,578 SH   SOLE   239,928 0 5,650
ROPER TECHNOLOGIES INC COM 776696106   4,008,910 8,338 SH   SOLE   8,338 0 0
RUSH ENTERPRISES INC CL A 781846209   15,123,707 248,991 SH   SOLE   243,225 0 5,766
S&P GLOBAL INC COM 78409V104   1,557,057 3,884 SH   SOLE   3,719 0 165
SALESFORCE INC COM 79466L302   3,588,251 16,985 SH   SOLE   14,589 0 2,396
SERVICENOW INC COM 81762P102   1,953,970 3,477 SH   SOLE   3,477 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   12,189,015 186,234 SH   SOLE   181,950 0 4,284
SPROUT SOCIAL INC COM CL A 85209W109   8,614,564 186,624 SH   SOLE   182,382 0 4,242
SPS COMM INC COM 78463M107   14,052,454 73,167 SH   SOLE   71,481 0 1,686
STRYKER CORPORATION COM 863667101   2,887,372 9,464 SH   SOLE   9,139 0 325
SURGERY PARTNERS INC COM 86881A100   4,895,722 108,818 SH   SOLE   106,207 0 2,611
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,736,104 126,200 SH   SOLE   88,464 0 37,736
TEXAS ROADHOUSE INC COM 882681109   13,996,307 124,655 SH   SOLE   121,806 0 2,849
TRACTOR SUPPLY CO COM 892356106   2,809,518 12,707 SH   SOLE   10,997 0 1,710
UNITED RENTALS INC COM 911363109   3,376,350 7,581 SH   SOLE   6,436 0 1,145
UNITEDHEALTH GROUP INC COM 91324P102   7,422,043 15,442 SH   SOLE   13,873 0 1,569
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   487,502 11,975 SH   SOLE   11,975 0 0
VISTEON CORP COM NEW 92839U206   11,983,393 83,444 SH   SOLE   81,523 0 1,921
WASTE CONNECTIONS INC COM 94106B101   559,428 3,914 SH   SOLE   1,439 0 2,475
WASTE MGMT INC DEL COM 94106L109   478,986 2,762 SH   SOLE   2,384 0 378
WORKIVA INC COM CL A 98139A105   19,416,348 190,993 SH   SOLE   186,611 0 4,382
ZOETIS INC CL A 98978V103   2,115,772 12,286 SH   SOLE   11,813 0 473