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 18,368,850 208,500 SH   SOLE   208,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 39,496,556 113,951 SH   SOLE   113,951 0 0
ACUITY BRANDS INC COM 00508Y102 BBG001SBG656 9,943,010 37,000 SH   SOLE   37,000 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 28,459,440 56,400 SH   SOLE   56,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 22,561,250 125,000 SH   SOLE   125,000 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 3,036,493 41,900 SH   SOLE   41,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 5,861,160 81,000 SH   SOLE   81,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 25,809,030 171,000 SH   SOLE   171,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 29,048,936 161,043 SH   SOLE   161,043 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 4,327,176 59,900 SH   SOLE   59,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 55,423,436 406,092 SH   SOLE   406,092 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 1,665,954 26,651 SH   SOLE   26,651 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 15,761,064 45,400 SH   SOLE   45,400 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 6,006,960 18,000 SH   SOLE   18,000 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 2,689,959 10,902 SH   SOLE   10,902 0 0
APPLE INC COM 037833100 BBG001S5N8V8 9,611,118 56,048 SH   SOLE   56,048 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 4,602,915 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 18,551,424 128,928 SH   SOLE   128,928 0 0
ASGN INC COM 00191U102 BBG001S71HP5 2,105,676 20,100 SH   SOLE   20,100 0 0
ASSURED GUARANTY LTD COM G0585R106 BBG001SCBBM9 3,664,500 42,000 SH   SOLE   42,000 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 13,219,877 81,700 SH   SOLE   81,700 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 4,694,985 30,300 SH   SOLE   30,300 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,929,600 130,000 SH   SOLE   130,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 88,109,234 996,260 SH   SOLE   996,260 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 10,638,012 121,800 SH   SOLE   121,800 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 2,758,770 21,000 SH   SOLE   21,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 15,969,945 4,402 SH   SOLE   4,402 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,114,625 3,104 SH   SOLE   3,104 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 17,047,350 45,000 SH   SOLE   45,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 87,565,554 281,308 SH   SOLE   281,308 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 7,601,890 19,400 SH   SOLE   19,400 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 8,300,448 20,800 SH   SOLE   20,800 0 0
CDW CORP COM 12514G108 BBG001V18TB6 87,606,964 342,509 SH   SOLE   342,509 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 41,611,639 376,610 SH   SOLE   376,610 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 71,510,360 111,399 SH   SOLE   111,399 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 36,724,298 296,762 SH   SOLE   296,762 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 118,356,032 172,272 SH   SOLE   172,272 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 13,521,120 51,000 SH   SOLE   51,000 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 25,608,697 80,604 SH   SOLE   80,604 0 0
CONMED CORP COM 207410101 BBG001S5PZH2 1,193,192 14,900 SH   SOLE   14,900 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 4,076,400 15,000 SH   SOLE   15,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 46,745,462 63,805 SH   SOLE   63,805 0 0
CRANE NXT CO COM 224441105 BBG017BXPZ94 3,763,520 60,800 SH   SOLE   60,800 0 0
CROCS INC COM 227046109 BBG001SDGFR8 10,310,460 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 17,410,281 54,307 SH   SOLE   54,307 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 13,634,712 54,600 SH   SOLE   54,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 3,063,680 64,000 SH   SOLE   64,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 12,346,103 89,013 SH   SOLE   89,013 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 13,475,560 68,000 SH   SOLE   68,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 3,061,080 25,017 SH   SOLE   25,017 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 11,670,370 257,000 SH   SOLE   257,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 3,949,321 17,104 SH   SOLE   17,104 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 14,926,704 42,623 SH   SOLE   42,623 0 0
ENERSYS COM 29275Y102 BBG001SLVXW8 570,931 6,044 SH   SOLE   6,044 0 0
ENPRO INC COM 29355X107 BBG001SCK8H2 2,227,764 13,200 SH   SOLE   13,200 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 11,508,850 92,500 SH   SOLE   92,500 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 21,998,906 79,660 SH   SOLE   79,660 0 0
EPLUS INC COM 294268107 BBG001S99YL0 12,440,736 158,400 SH   SOLE   158,400 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 11,096,120 172,300 SH   SOLE   172,300 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 21,961,080 318,000 SH   SOLE   318,000 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 14,475,300 610,000 SH   SOLE   610,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 12,640,500 397,500 SH   SOLE   397,500 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 29,603,020 358,000 SH   SOLE   358,000 0 0
FABRINET SHS G3323L100 BBG001SP57F4 13,269,204 70,200 SH   SOLE   70,200 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 81,974,416 65,600 SH   SOLE   65,600 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 14,343,285 169,003 SH   SOLE   169,003 0 0
FIRST FINL BANKSHARES INC COM 32020R109 BBG001S7HCY9 6,775,134 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 5,242,895 32,805 SH   SOLE   32,805 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 2,599,969 24,342 SH   SOLE   24,342 0 0
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 10,199,065 48,500 SH   SOLE   48,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 3,100,496 12,400 SH   SOLE   12,400 0 0
GARTNER INC COM 366651107 BBG001S5SD60 91,377,639 191,700 SH   SOLE   191,700 0 0
GATX CORP COM 361448103 BBG001S5RM34 2,251,704 16,800 SH   SOLE   16,800 0 0
GETTY IMAGES HOLDINGS INC CL A COM 374275105 BBG017RQJJH6 1,909,000 460,000 SH   SOLE   460,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 3,216,213 7,700 SH   SOLE   7,700 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 67,249,763 352,093 SH   SOLE   352,093 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 2,650,520 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 11,589,181 66,708 SH   SOLE   66,708 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 3,522,175 16,512 SH   SOLE   16,512 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 64,799,699 120,015 SH   SOLE   120,015 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 7,573,112 40,821 SH   SOLE   40,821 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 3,127,880 28,000 SH   SOLE   28,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 40,931,189 297,833 SH   SOLE   297,833 0 0
INTUIT COM 461202103 BBG001S6TWR2 40,046,500 61,610 SH   SOLE   61,610 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 52,601,120 208,000 SH   SOLE   208,000 0 0
J & J SNACK FOODS CORP COM 466032109 BBG001S5SH98 16,624,400 115,000 SH   SOLE   115,000 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,406,600 22,000 SH   SOLE   22,000 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 6,135,470 18,700 SH   SOLE   18,700 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,162,728 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 6,515,288 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 1,849,800 12,000 SH   SOLE   12,000 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 85,288,620 174,500 SH   SOLE   174,500 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 2,229,620 9,200 SH   SOLE   9,200 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 6,328,530 16,200 SH   SOLE   16,200 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 5,805,000 300,000 SH   SOLE   300,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 2,937,440 11,000 SH   SOLE   11,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 27,189,360 132,000 SH   SOLE   132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 23,410,637 48,613 SH   SOLE   48,613 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 15,969,041 440,161 SH   SOLE   440,161 0 0
MAXIMUS INC COM 577933104 BBG001S6G4K5 1,003,947 11,966 SH   SOLE   11,966 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 8,931,715 22,100 SH   SOLE   22,100 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 38,563,314 79,417 SH   SOLE   79,417 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 18,771,189 14,100 SH   SOLE   14,100 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4,361,930 37,000 SH   SOLE   37,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 24,626,016 58,533 SH   SOLE   58,533 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 13,977,392 8,200 SH   SOLE   8,200 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 57,359,861 84,674 SH   SOLE   84,674 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 55,412,378 156,100 SH   SOLE   156,100 0 0
MSA SAFETY INC COM 553498106 BBG001S5TCN2 10,086,039 52,100 SH   SOLE   52,100 0 0
MSCI INC COM 55354G100 BBG001SV8B05 95,054,001 169,603 SH   SOLE   169,603 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 16,402,161 27,007 SH   SOLE   27,007 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 2,166,443 23,052 SH   SOLE   23,052 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 49,347,053 54,614 SH   SOLE   54,614 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 10,357,380 99,000 SH   SOLE   99,000 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 7,035,893 105,029 SH   SOLE   105,029 0 0
PENUMBRA INC COM 70975L107 BBG001TRHPB0 4,039,558 18,100 SH   SOLE   18,100 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 3,543,750 13,500 SH   SOLE   13,500 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 2,674,301 42,700 SH   SOLE   42,700 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 75,559,814 187,261 SH   SOLE   187,261 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 5,090,812 47,900 SH   SOLE   47,900 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 11,231,424 44,400 SH   SOLE   44,400 0 0
QUAKER HOUGHTON COM 747316107 BBG001S969X5 5,480,175 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 3,386,000 20,000 SH   SOLE   20,000 0 0
QUALYS INC COM 74758T303 BBG001SYH860 3,622,748 21,710 SH   SOLE   21,710 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 14,193,375 52,500 SH   SOLE   52,500 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 52,541,545 274,454 SH   SOLE   274,454 0 0
REVANCE THERAPEUTICS INC COM 761330109 BBG001V0GBC7 2,460,000 500,000 SH   SOLE   500,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 7,446,000 680,000 SH   SOLE   680,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 30,733,290 207,000 SH   SOLE   207,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 14,091,000 700,000 SH   SOLE   700,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 7,885,570 121,000 SH   SOLE   121,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 10,690,637 231,049 SH   SOLE   231,049 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 46,868,838 83,569 SH   SOLE   83,569 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 2,601,072 48,600 SH   SOLE   48,600 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 28,161,386 66,192 SH   SOLE   66,192 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 32,348,238 107,405 SH   SOLE   107,405 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 BBG003BW05L5 7,771,244 59,600 SH   SOLE   59,600 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 12,029,770 110,193 SH   SOLE   110,193 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 54,789,114 71,864 SH   SOLE   71,864 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 9,260,400 120,000 SH   SOLE   120,000 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 8,381,456 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 8,919,505 51,100 SH   SOLE   51,100 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 7,347,200 640,000 SH   SOLE   640,000 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 19,322,050 104,500 SH   SOLE   104,500 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 2,924,480 32,000 SH   SOLE   32,000 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 8,166,402 104,470 SH   SOLE   104,470 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 42,960,146 120,044 SH   SOLE   120,044 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 25,491,758 44,605 SH   SOLE   44,605 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,420,340 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 30,996,904 72,200 SH   SOLE   72,200 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 7,734,760 44,000 SH   SOLE   44,000 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 6,425,952 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 17,087,574 29,400 SH   SOLE   29,400 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 10,753,812 24,400 SH   SOLE   24,400 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 5,703,800 19,000 SH   SOLE   19,000 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 136,777,801 111,057 SH   SOLE   111,057 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 6,384,000 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 7,339,946 55,400 SH   SOLE   55,400 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 7,582,600 124,000 SH   SOLE   124,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 92,135,368 216,784 SH   SOLE   216,784 0 0
U S PHYSICAL THERAPY COM 90337L108 BBG001S71ZL9 8,781,286 77,800 SH   SOLE   77,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 39,418,880 512,000 SH   SOLE   512,000 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 3,032,704 5,800 SH   SOLE   5,800 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 40,357,113 164,100 SH   SOLE   164,100 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 15,842,579 37,900 SH   SOLE   37,900 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 18,702,068 67,013 SH   SOLE   67,013 0 0
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 3,931,234 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 62,479,536 363,232 SH   SOLE   363,232 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 13,103,070 61,647 SH   SOLE   61,647 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 50,896,616 128,621 SH   SOLE   128,621 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 7,988,986 21,804 SH   SOLE   21,804 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 14,333,160 93,000 SH   SOLE   93,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 11,455,500 42,000 SH   SOLE   42,000 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 6,478,720 76,400 SH   SOLE   76,400 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 21,405,065 126,500 SH   SOLE   126,500 0 0