<SEC-DOCUMENT>0001592643-22-000009.txt : 20221114
<SEC-HEADER>0001592643-22-000009.hdr.sgml : 20221114
<ACCEPTANCE-DATETIME>20221114155923
ACCESSION NUMBER:		0001592643-22-000009
CONFORMED SUBMISSION TYPE:	13F-HR
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20220930
FILED AS OF DATE:		20221114
DATE AS OF CHANGE:		20221114
EFFECTIVENESS DATE:		20221114

FILER:

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Select Equity Group, L.P.
		CENTRAL INDEX KEY:			0001592643
		IRS NUMBER:				463465710
		STATE OF INCORPORATION:			DE

	FILING VALUES:
		FORM TYPE:		13F-HR
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	028-16000
		FILM NUMBER:		221384697

	BUSINESS ADDRESS:	
		STREET 1:		380 LAFAYETTE STREET
		STREET 2:		6TH FLOOR
		CITY:			NEW YORK
		STATE:			NY
		ZIP:			10003
		BUSINESS PHONE:		212 475-8335

	MAIL ADDRESS:	
		STREET 1:		380 LAFAYETTE STREET
		STREET 2:		6TH FLOOR
		CITY:			NEW YORK
		STATE:			NY
		ZIP:			10003
</SEC-HEADER>
<DOCUMENT>
<TYPE>13F-HR
<SEQUENCE>1
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      <periodOfReport>09-30-2022</periodOfReport>
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      <reportCalendarOrQuarter>09-30-2022</reportCalendarOrQuarter>
      <filingManager>
        <name>Select Equity Group, L.P.</name>
        <address>
          <com:street1>380 LAFAYETTE STREET</com:street1>
          <com:street2>6TH FLOOR</com:street2>
          <com:city>NEW YORK</com:city>
          <com:stateOrCountry>NY</com:stateOrCountry>
          <com:zipCode>10003</com:zipCode>
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    <signatureBlock>
      <name>Jennifer Vinsonhaler</name>
      <title>Chief Compliance Officer</title>
      <phone>212-475-8335</phone>
      <signature>Jennifer Vinsonhaler</signature>
      <city>New York</city>
      <stateOrCountry>NY</stateOrCountry>
      <signatureDate>11-14-2022</signatureDate>
    </signatureBlock>
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    <nameOfIssuer>ACCENTURE PLC IRELAND</nameOfIssuer>
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    <nameOfIssuer>ADOBE SYSTEMS INCORPORATED</nameOfIssuer>
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    <nameOfIssuer>ADVANCED DRAIN SYS INC DEL</nameOfIssuer>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>165189</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1718036</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <None>103862</None>
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  <infoTable>
    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
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      <Sole>906500</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALTAIR ENGR INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>021369103</cusip>
    <value>1581</value>
    <shrsOrPrnAmt>
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    <nameOfIssuer>AMERICAN EAGLE OUTFITTERS IN</nameOfIssuer>
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    <cusip>02553E106</cusip>
    <value>259</value>
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      <None>0</None>
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    <nameOfIssuer>CDW CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12514G108</cusip>
    <value>1106843</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7091511</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>6846608</Sole>
      <Shared>0</Shared>
      <None>244903</None>
    </votingAuthority>
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    <nameOfIssuer>CERIDIAN HCM HLDG INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15677J108</cusip>
    <value>1201449</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21500521</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>20893276</Sole>
      <Shared>0</Shared>
      <None>607245</None>
    </votingAuthority>
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    <nameOfIssuer>CHEFS WHSE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>163086101</cusip>
    <value>1220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42125</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>42125</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CHURCH &amp; DWIGHT CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>171340102</cusip>
    <value>14295</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200098</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>200098</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>CINCINNATI FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172062101</cusip>
    <value>13368</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149251</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>149251</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CINTAS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172908105</cusip>
    <value>12727</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32786</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>32786</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CLARIVATE PLC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G21810109</cusip>
    <value>176494</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18795941</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>17944356</Sole>
      <Shared>0</Shared>
      <None>851585</None>
    </votingAuthority>
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    <nameOfIssuer>COHERENT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>19247G107</cusip>
    <value>13101</value>
    <shrsOrPrnAmt>
      <sshPrnamt>375921</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>375921</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>COMPASS MINERALS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451N101</cusip>
    <value>34367</value>
    <shrsOrPrnAmt>
      <sshPrnamt>891967</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>891967</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>CORE &amp; MAIN INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>21874C102</cusip>
    <value>258768</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11379436</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>11021677</Sole>
      <Shared>0</Shared>
      <None>357759</None>
    </votingAuthority>
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    <nameOfIssuer>COSTAR GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160N109</cusip>
    <value>20570</value>
    <shrsOrPrnAmt>
      <sshPrnamt>295331</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>278410</Sole>
      <Shared>0</Shared>
      <None>16921</None>
    </votingAuthority>
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    <nameOfIssuer>COVETRUS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22304C100</cusip>
    <value>883</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42310</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>42310</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>CRYOPORT INC</nameOfIssuer>
    <titleOfClass>COM PAR $0.001</titleOfClass>
    <cusip>229050307</cusip>
    <value>1507</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61858</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>61858</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CURTISS WRIGHT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>231561101</cusip>
    <value>67141</value>
    <shrsOrPrnAmt>
      <sshPrnamt>482476</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>482476</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235851102</cusip>
    <value>175020</value>
    <shrsOrPrnAmt>
      <sshPrnamt>677610</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>637406</Sole>
      <Shared>0</Shared>
      <None>40204</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DELUXE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>248019101</cusip>
    <value>594</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35675</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>35675</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DENTSPLY SIRONA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>24906P109</cusip>
    <value>33874</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1194845</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1194845</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DOCUSIGN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256163106</cusip>
    <value>49676</value>
    <shrsOrPrnAmt>
      <sshPrnamt>929036</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>903474</Sole>
      <Shared>0</Shared>
      <None>25562</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DOXIMITY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>26622P107</cusip>
    <value>16035</value>
    <shrsOrPrnAmt>
      <sshPrnamt>530609</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>530609</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DUCKHORN PORTFOLIO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26414D106</cusip>
    <value>99487</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6894446</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>6743968</Sole>
      <Shared>0</Shared>
      <None>150478</None>
    </votingAuthority>
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    <nameOfIssuer>ELANCO ANIMAL HEALTH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28414H103</cusip>
    <value>43683</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3520000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3520000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENDAVA PLC</nameOfIssuer>
    <titleOfClass>ADS</titleOfClass>
    <cusip>29260V105</cusip>
    <value>660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8186</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>8186</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENERGY RECOVERY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29270J100</cusip>
    <value>3056</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140562</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>140562</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENOVIX CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>293594107</cusip>
    <value>375</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20455</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>20455</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29362U104</cusip>
    <value>806926</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9719660</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>9421030</Sole>
      <Shared>0</Shared>
      <None>298630</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EVO PMTS INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>26927E104</cusip>
    <value>3318</value>
    <shrsOrPrnAmt>
      <sshPrnamt>99631</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>99631</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302130109</cusip>
    <value>12128</value>
    <shrsOrPrnAmt>
      <sshPrnamt>137337</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>137337</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>303250104</cusip>
    <value>20489</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49729</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>49729</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FASTENAL CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>311900104</cusip>
    <value>142150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3087523</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3087523</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620M106</cusip>
    <value>443580</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5869789</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>5628959</Sole>
      <Shared>0</Shared>
      <None>240830</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FIRST ADVANTAGE CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31846B108</cusip>
    <value>792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61711</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>61711</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FIRST REP BK SAN FRANCISCO C</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33616C100</cusip>
    <value>686972</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5262136</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>5063080</Sole>
      <Shared>0</Shared>
      <None>199056</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FISERV INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337738108</cusip>
    <value>18141</value>
    <shrsOrPrnAmt>
      <sshPrnamt>193871</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>187161</Sole>
      <Shared>0</Shared>
      <None>6710</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FORMFACTOR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>346375108</cusip>
    <value>17265</value>
    <shrsOrPrnAmt>
      <sshPrnamt>689231</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>689231</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FORTIVE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959J108</cusip>
    <value>143606</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2463223</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>2317269</Sole>
      <Shared>0</Shared>
      <None>145954</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FORTUNE BRANDS HOME &amp; SEC IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34964C106</cusip>
    <value>76986</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1433890</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1433890</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FRANCHISE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>35180X105</cusip>
    <value>732</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30118</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>30118</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GARMIN LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
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      <sshPrnamt>640648</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>640648</Sole>
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      <None>0</None>
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    <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37940X102</cusip>
    <value>16850</value>
    <shrsOrPrnAmt>
      <sshPrnamt>155949</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>150551</Sole>
      <Shared>0</Shared>
      <None>5398</None>
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    <nameOfIssuer>GLOBAL WTR RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>379463102</cusip>
    <value>556</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47414</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>47414</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GLOBALFOUNDRIES INC</nameOfIssuer>
    <titleOfClass>ORDINARY SHARES</titleOfClass>
    <cusip>G39387108</cusip>
    <value>8079</value>
    <shrsOrPrnAmt>
      <sshPrnamt>167091</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>167091</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>GODADDY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>380237107</cusip>
    <value>156376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2206209</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>2108067</Sole>
      <Shared>0</Shared>
      <None>98142</None>
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    <nameOfIssuer>GRAPHIC PACKAGING HLDG CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>388689101</cusip>
    <value>25567</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1295212</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1295212</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GRIFFON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>398433102</cusip>
    <value>752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25465</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>25465</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>HERITAGE CRYSTAL CLEAN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42726M106</cusip>
    <value>1483</value>
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      <sshPrnamt>50150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>50150</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>IDEXX LABS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45168D104</cusip>
    <value>351581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1079130</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1044106</Sole>
      <Shared>0</Shared>
      <None>35024</None>
    </votingAuthority>
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    <nameOfIssuer>ILLUMINA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>452327109</cusip>
    <value>297826</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1561013</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1468984</Sole>
      <Shared>0</Shared>
      <None>92029</None>
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    <nameOfIssuer>INTEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>1870</value>
    <shrsOrPrnAmt>
      <sshPrnamt>72571</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>72571</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>INTEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>39170</value>
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      <sshPrnamt>1520000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1520000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>INTERACTIVE BROKERS GROUP IN</nameOfIssuer>
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    <cusip>45841N107</cusip>
    <value>358170</value>
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      <sshPrnamt>5604283</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>5260261</Sole>
      <Shared>0</Shared>
      <None>344022</None>
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    <nameOfIssuer>INTUIT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>461202103</cusip>
    <value>66725</value>
    <shrsOrPrnAmt>
      <sshPrnamt>172274</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>170660</Sole>
      <Shared>0</Shared>
      <None>1614</None>
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    <nameOfIssuer>INVESCO QQQ TR</nameOfIssuer>
    <titleOfClass>UNIT SER 1</titleOfClass>
    <cusip>46090E103</cusip>
    <value>2210107</value>
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      <sshPrnamt>8269500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>8269500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>IRIDIUM COMMUNICATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46269C102</cusip>
    <value>87617</value>
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      <sshPrnamt>1974688</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1974688</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUS MID CAP ETF</titleOfClass>
    <cusip>464287499</cusip>
    <value>322</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5178</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>5178</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <cusip>464287523</cusip>
    <value>18996</value>
    <shrsOrPrnAmt>
      <sshPrnamt>59600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>59600</Sole>
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      <None>0</None>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUSSELL 2000 ETF</titleOfClass>
    <cusip>464287655</cusip>
    <value>1775826</value>
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      <sshPrnamt>10767800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>10767800</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>JACOBS SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46982L108</cusip>
    <value>569052</value>
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      <sshPrnamt>5245205</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>5121333</Sole>
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      <None>123872</None>
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    <nameOfIssuer>KADANT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>48282T104</cusip>
    <value>2998</value>
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      <sshPrnamt>17975</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>17975</Sole>
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      <None>0</None>
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    <nameOfIssuer>KINSALE CAP GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>49714P108</cusip>
    <value>2384</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9332</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>9332</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LAMAR ADVERTISING CO NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>512816109</cusip>
    <value>130744</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1584962</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1584962</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>518439104</cusip>
    <value>1071</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4959</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>4959</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LINDBLAD EXPEDITIONS HLDGS I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>535219109</cusip>
    <value>10927</value>
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      <sshPrnamt>1616385</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1616385</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>538034109</cusip>
    <value>779261</value>
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      <sshPrnamt>10248035</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>9938221</Sole>
      <Shared>0</Shared>
      <None>309814</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LIVE OAK BANCSHARES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>53803X105</cusip>
    <value>276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9012</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>9012</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>LULULEMON ATHLETICA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>550021109</cusip>
    <value>82114</value>
    <shrsOrPrnAmt>
      <sshPrnamt>293726</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>289224</Sole>
      <Shared>0</Shared>
      <None>4502</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MARAVAI LIFESCIENCES HLDGS I</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>56600D107</cusip>
    <value>419990</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16450838</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>15858298</Sole>
      <Shared>0</Shared>
      <None>592540</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>573284106</cusip>
    <value>1264587</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3926190</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3802590</Sole>
      <Shared>0</Shared>
      <None>123600</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>50413</value>
    <shrsOrPrnAmt>
      <sshPrnamt>177298</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>167866</Sole>
      <Shared>0</Shared>
      <None>9432</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MATTHEWS INTL CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>577128101</cusip>
    <value>261</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>11640</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>METTLER TOLEDO INTERNATIONAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>592688105</cusip>
    <value>28330</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26132</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>24588</Sole>
      <Shared>0</Shared>
      <None>1544</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>40638</value>
    <shrsOrPrnAmt>
      <sshPrnamt>174485</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>165040</Sole>
      <Shared>0</Shared>
      <None>9445</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MIDDLEBY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>596278101</cusip>
    <value>512018</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3994835</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3881264</Sole>
      <Shared>0</Shared>
      <None>113571</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MODEL N INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>607525102</cusip>
    <value>1938</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56626</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>56626</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MOHAWK INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>608190104</cusip>
    <value>29026</value>
    <shrsOrPrnAmt>
      <sshPrnamt>318301</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>318301</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MOODYS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>615369105</cusip>
    <value>14245</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58594</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>58594</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MORNINGSTAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>617700109</cusip>
    <value>850345</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4005018</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3810158</Sole>
      <Shared>0</Shared>
      <None>194860</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NATIONAL RESH CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>637372202</cusip>
    <value>1719</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43183</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>43183</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NCINO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>63947X101</cusip>
    <value>15469</value>
    <shrsOrPrnAmt>
      <sshPrnamt>453511</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>453511</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NEOGEN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>640491106</cusip>
    <value>113444</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8120559</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>8120559</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NIKE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>800</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9630</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>9630</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NOVA LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>M7516K103</cusip>
    <value>790</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9260</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>9260</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ONESPAWORLD HOLDINGS LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>P73684113</cusip>
    <value>54186</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6450724</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>6450724</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PAYCHEX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>704326107</cusip>
    <value>177278</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1579878</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1516740</Sole>
      <Shared>0</Shared>
      <None>63138</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70450Y103</cusip>
    <value>18648</value>
    <shrsOrPrnAmt>
      <sshPrnamt>216662</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>209163</Sole>
      <Shared>0</Shared>
      <None>7499</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PERFICIENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71375U101</cusip>
    <value>1515</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23308</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>23308</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PERIMETER SOLUTIONS SA</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>L7579L106</cusip>
    <value>111157</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13877265</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>13877265</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PERKINELMER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>714046109</cusip>
    <value>1053740</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8757081</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>8522313</Sole>
      <Shared>0</Shared>
      <None>234768</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>POOL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>73278L105</cusip>
    <value>433470</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1362213</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1313827</Sole>
      <Shared>0</Shared>
      <None>48386</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PORTILLOS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>73642K106</cusip>
    <value>24951</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1267203</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1267203</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>POWERSCHOOL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>73939C106</cusip>
    <value>112818</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6759642</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>6729218</Sole>
      <Shared>0</Shared>
      <None>30424</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PTC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69370C100</cusip>
    <value>346673</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3314278</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3314278</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QORVO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74736K101</cusip>
    <value>14199</value>
    <shrsOrPrnAmt>
      <sshPrnamt>178804</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>178804</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>102427</value>
    <shrsOrPrnAmt>
      <sshPrnamt>906590</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>882564</Sole>
      <Shared>0</Shared>
      <None>24026</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REPAY HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>76029L100</cusip>
    <value>706</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100003</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>100003</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROCKY BRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>774515100</cusip>
    <value>837</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41731</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>41731</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROLLINS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>775711104</cusip>
    <value>437188</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12606332</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>12313505</Sole>
      <Shared>0</Shared>
      <None>292827</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROVER GROUP INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>77936F103</cusip>
    <value>149</value>
    <shrsOrPrnAmt>
      <sshPrnamt>44529</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>44529</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>94328</value>
    <shrsOrPrnAmt>
      <sshPrnamt>308916</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>304455</Sole>
      <Shared>0</Shared>
      <None>4461</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SALESFORCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79466L302</cusip>
    <value>172817</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1201450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>1174868</Sole>
      <Shared>0</Shared>
      <None>26582</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SENSATA TECHNOLOGIES HLDG PL</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G8060N102</cusip>
    <value>195198</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5236010</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>4787352</Sole>
      <Shared>0</Shared>
      <None>448658</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICE CORP INTL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>817565104</cusip>
    <value>431540</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7473850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>7259736</Sole>
      <Shared>0</Shared>
      <None>214114</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81762P102</cusip>
    <value>4687</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12412</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>10592</Sole>
      <Shared>0</Shared>
      <None>1820</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>42765</value>
    <shrsOrPrnAmt>
      <sshPrnamt>208865</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>208865</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOTSPOTTER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82536T107</cusip>
    <value>2062</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71689</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>71689</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SI-BONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>825704109</cusip>
    <value>731</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41841</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>41841</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SIGNET JEWELERS LIMITED</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G81276100</cusip>
    <value>567262</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9918908</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>9716575</Sole>
      <Shared>0</Shared>
      <None>202333</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83088M102</cusip>
    <value>60451</value>
    <shrsOrPrnAmt>
      <sshPrnamt>708936</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>679363</Sole>
      <Shared>0</Shared>
      <None>29573</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOUTHSTATE CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>840441109</cusip>
    <value>259878</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3284607</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>3284607</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>61828</value>
    <shrsOrPrnAmt>
      <sshPrnamt>173100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>173100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPOTIFY TECHNOLOGY S A</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>L8681T102</cusip>
    <value>33787</value>
    <shrsOrPrnAmt>
      <sshPrnamt>391507</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>391507</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPROUT SOCIAL INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>85209W109</cusip>
    <value>540</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8904</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
    <votingAuthority>
      <Sole>8904</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPS COMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463M107</cusip>
    <value>1102</value>
    <shrsOrPrnAmt>
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      <sshPrnamt>6128011</sshPrnamt>
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      <sshPrnamt>1538343</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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    <cusip>86614U100</cusip>
    <value>5227</value>
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      <sshPrnamt>218142</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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    <cusip>874039100</cusip>
    <value>42625</value>
    <shrsOrPrnAmt>
      <sshPrnamt>621711</sshPrnamt>
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      <Sole>621711</Sole>
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    <value>803397</value>
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      <sshPrnamt>2380646</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Shared>0</Shared>
      <None>70576</None>
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    <cusip>879369106</cusip>
    <value>7816</value>
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      <sshPrnamt>38796</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>38796</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>TEMPUR SEALY INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88023U101</cusip>
    <value>131862</value>
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      <sshPrnamt>5462379</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>5462379</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>TENABLE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88025T102</cusip>
    <value>1758</value>
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      <sshPrnamt>50514</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>50514</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <value>32708</value>
    <shrsOrPrnAmt>
      <sshPrnamt>211322</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>202343</Sole>
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      <None>8979</None>
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    <cusip>883556102</cusip>
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      <sshPrnamt>274925</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>257796</Sole>
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      <None>17129</None>
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    <value>513864</value>
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      <sshPrnamt>5942003</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <None>190686</None>
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    <cusip>892356106</cusip>
    <value>412911</value>
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      <sshPrnamt>2221384</sshPrnamt>
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    <otherManager>N/A</otherManager>
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      <Sole>2145560</Sole>
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      <None>75824</None>
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    <value>73598</value>
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      <sshPrnamt>140235</sshPrnamt>
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    <otherManager>N/A</otherManager>
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      <None>2190</None>
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    <cusip>89400J107</cusip>
    <value>41094</value>
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      <sshPrnamt>690769</sshPrnamt>
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      <None>32671</None>
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      <sshPrnamt>8061516</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <sshPrnamt>4765650</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <Sole>28513</Sole>
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      <None>0</None>
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    <nameOfIssuer>USHG ACQUISITION CORP</nameOfIssuer>
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    <cusip>91879Q109</cusip>
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    <cusip>92826C839</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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    <cusip>G9618E107</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <otherManager>N/A</otherManager>
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      <None>0</None>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <None>1276</None>
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      <None>0</None>
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</SEC-DOCUMENT>