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
ADEIA INC COM 00676P107   5,500,553 443,951 SH   SOLE N/A 443,951 0 0
ADOBE INC COM 00724F101   41,276,964 69,187 SH   SOLE N/A 64,515 0 4,672
AGILENT TECHNOLOGIES INC COM 00846U101   10,930,539 78,620 SH   SOLE N/A 72,305 0 6,315
ALARM COM HLDGS INC COM 011642105   1,840,119 28,476 SH   SOLE N/A 28,476 0 0
ALBANY INTL CORP CL A 012348108   2,357,182 23,999 SH   SOLE N/A 23,999 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   2,421,654 99,862 SH   SOLE N/A 99,862 0 0
ALPHABET INC CAP STK CL C 02079K107   136,135,984 965,983 SH   SOLE N/A 888,060 0 77,923
ALTAIR ENGR INC COM CL A 021369103   3,378,707 40,151 SH   SOLE N/A 40,151 0 0
AMAZON COM INC COM 023135106   77,872,137 512,519 SH   SOLE N/A 466,710 0 45,809
AMPHENOL CORP NEW CL A 032095101   412,190,371 4,158,079 SH   SOLE N/A 3,928,790 0 229,289
API GROUP CORP COM STK 00187Y100   81,037,352 2,342,120 SH   SOLE N/A 2,128,448 0 213,672
APOLLO GLOBAL MGMT INC COM 03769M106   327,492,771 3,514,248 SH   SOLE N/A 3,142,562 0 371,686
AUTODESK INC COM 052769106   20,040,595 82,309 SH   SOLE N/A 75,644 0 6,665
AVIAT NETWORKS INC COM NEW 05366Y201   14,156,836 433,461 SH   SOLE N/A 433,461 0 0
BADGER METER INC COM 056525108   2,690,360 17,428 SH   SOLE N/A 17,428 0 0
BIO RAD LABS INC CL A 090572207   62,131,785 192,424 SH   SOLE N/A 192,424 0 0
BIO-TECHNE CORP COM 09073M104   351,785,789 4,559,173 SH   SOLE N/A 4,421,232 0 137,941
BOOT BARN HLDGS INC COM 099406100   2,028,767 26,430 SH   SOLE N/A 26,430 0 0
BROADCOM INC COM 11135F101   8,388,619 7,515 SH   SOLE N/A 7,515 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   69,812,039 2,216,959 SH   SOLE N/A 2,127,749 0 89,210
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   162,709,729 6,191,390 SH   SOLE N/A 5,825,567 0 365,823
BROWN & BROWN INC COM 115236101   1,017,618,233 14,310,480 SH   SOLE N/A 13,837,598 0 472,882
BURLINGTON STORES INC COM 122017106   29,042,476 149,334 SH   SOLE N/A 130,726 0 18,608
BURLINGTON STORES INC COM 122017106   7,040,176 36,200 SH Call SOLE N/A 36,200 0 0
BWX TECHNOLOGIES INC COM 05605H100   41,412,792 539,721 SH   SOLE N/A 539,721 0 0
CAMBIUM NETWORKS CORP SHS G17766109   686,646 114,441 SH   SOLE N/A 114,441 0 0
CARGURUS INC COM CL A 141788109   21,948,563 908,467 SH   SOLE N/A 908,467 0 0
CASELLA WASTE SYS INC CL A 147448104   2,357,927 27,591 SH   SOLE N/A 27,591 0 0
CBIZ INC COM 124805102   16,584,910 264,977 SH   SOLE N/A 264,977 0 0
CDW CORP COM 12514G108   1,184,116,472 5,209,029 SH   SOLE N/A 5,019,100 0 189,929
CERIDIAN HCM HLDG INC COM 15677J108   1,007,514,291 15,010,642 SH   SOLE N/A 14,568,962 0 441,680
CERTARA INC COM 15687V109   2,415,617 137,329 SH   SOLE N/A 137,329 0 0
CHEFS WHSE INC COM 163086101   2,856,005 97,044 SH   SOLE N/A 97,044 0 0
CINCINNATI FINL CORP COM 172062101   113,340,947 1,095,505 SH   SOLE N/A 1,095,505 0 0
CINTAS CORP COM 172908105   123,761,655 205,359 SH   SOLE N/A 205,359 0 0
CLEAN HARBORS INC COM 184496107   516,015,250 2,956,938 SH   SOLE N/A 2,852,189 0 104,749
COHERENT CORP COM 19247G107   72,747,031 1,671,193 SH   SOLE N/A 1,671,193 0 0
COHERENT CORP COM 19247G107   35,672,835 819,500 SH Call SOLE N/A 819,500 0 0
COMPASS MINERALS INTL INC COM 20451N101   43,006,932 1,698,536 SH   SOLE N/A 1,698,536 0 0
CORE & MAIN INC CL A 21874C102   370,139,678 9,159,606 SH   SOLE N/A 8,799,530 0 360,076
CRH PLC ORD G25508105   1,127,104,877 16,297,063 SH   SOLE N/A 15,756,736 0 540,327
CRYOPORT INC COM PAR $0.001 229050307   297,718 19,220 SH   SOLE N/A 19,220 0 0
CSW INDUSTRIALS INC COM 126402106   1,032,072 4,976 SH   SOLE N/A 4,976 0 0
CURTISS WRIGHT CORP COM 231561101   109,337,089 490,763 SH   SOLE N/A 490,763 0 0
DANAHER CORPORATION COM 235851102   178,579,443 771,935 SH   SOLE N/A 683,180 0 88,755
DELUXE CORP COM 248019101   1,283,847 59,853 SH   SOLE N/A 59,853 0 0
DOCUSIGN INC COM 256163106   71,146,788 1,196,750 SH   SOLE N/A 1,082,846 0 113,904
DUCKHORN PORTFOLIO INC COM 26414D106   82,803,936 8,406,491 SH   SOLE N/A 8,105,942 0 300,549
DZS INC COM 268211109   140,524 71,332 SH   SOLE N/A 71,332 0 0
EMCOR GROUP INC COM 29084Q100   61,802,128 286,878 SH   SOLE N/A 286,878 0 0
ENERGY RECOVERY INC COM 29270J100   1,420,329 75,389 SH   SOLE N/A 75,389 0 0
ENOVIS CORPORATION COM 194014502   137,443,333 2,453,469 SH   SOLE N/A 2,453,469 0 0
ENTEGRIS INC COM 29362U104   785,416,386 6,554,969 SH   SOLE N/A 6,361,465 0 193,504
ENVESTNET INC COM 29404K106   461,675 9,323 SH   SOLE N/A 9,323 0 0
EVERI HLDGS INC COM 30034T103   1,770,923 157,136 SH   SOLE N/A 157,136 0 0
FORMFACTOR INC COM 346375108   1,822,518 43,695 SH   SOLE N/A 43,695 0 0
FORTIVE CORP COM 34959J108   128,471,465 1,744,825 SH   SOLE N/A 1,531,739 0 213,086
FORTUNE BRANDS INNOVATIONS I COM 34964C106   204,648,331 2,687,790 SH   SOLE N/A 2,687,790 0 0
GARMIN LTD SHS H2906T109   284,164,535 2,210,709 SH   SOLE N/A 2,210,709 0 0
GLOBAL WTR RES INC COM 379463102   1,083,390 82,828 SH   SOLE N/A 82,828 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   5,307,530 87,583 SH   SOLE N/A 87,583 0 0
GOOSEHEAD INS INC COM CL A 38267D109   2,134,073 28,154 SH   SOLE N/A 28,154 0 0
HUB GROUP INC CL A 443320106   41,159,331 447,676 SH   SOLE N/A 447,676 0 0
HYATT HOTELS CORP COM CL A 448579102   285,569,340 2,189,781 SH   SOLE N/A 2,189,781 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,204,404 56,892 SH   SOLE N/A 56,892 0 0
IDEXX LABS INC COM 45168D104   228,171,619 411,083 SH   SOLE N/A 384,892 0 26,191
ILLUMINA INC COM 452327109   207,406,752 1,489,563 SH   SOLE N/A 1,319,407 0 170,156
INTEL CORP COM 458140100   43,324,344 862,176 SH   SOLE N/A 862,176 0 0
INTEL CORP COM 458140100   6,813,900 135,600 SH Call SOLE N/A 135,600 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   20,063,624 242,022 SH   SOLE N/A 217,198 0 24,824
INTUIT COM 461202103   23,654,885 37,846 SH   SOLE N/A 35,662 0 2,184
IRIDIUM COMMUNICATIONS INC COM 46269C102   46,696,596 1,134,514 SH   SOLE N/A 1,134,514 0 0
ISHARES TR RUS MID CAP ETF 464287499   4,343,941 55,885 SH   SOLE N/A 55,885 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   840,091,776 4,185,600 SH Call SOLE N/A 4,185,600 0 0
ITT INC COM 45073V108   409,568,525 3,432,522 SH   SOLE N/A 3,329,856 0 102,666
JACOBS SOLUTIONS INC COM 46982L108   238,673,644 1,838,780 SH   SOLE N/A 1,764,051 0 74,729
JPMORGAN CHASE & CO COM 46625H100   67,818,870 398,700 SH Call SOLE N/A 398,700 0 0
KADANT INC COM 48282T104   4,664,358 16,640 SH   SOLE N/A 16,640 0 0
KINSALE CAP GROUP INC COM 49714P108   641,018 1,914 SH   SOLE N/A 1,914 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   159,866,907 1,504,205 SH   SOLE N/A 1,504,205 0 0
LENNAR CORP CL A 526057104   61,016,082 409,394 SH   SOLE N/A 409,394 0 0
LENNAR CORP CL A 526057104   2,533,680 17,000 SH Call SOLE N/A 17,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   979,299,079 10,462,597 SH   SOLE N/A 10,068,493 0 394,104
LUMENTUM HLDGS INC COM 55024U109   7,062,547 134,730 SH   SOLE N/A 134,730 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,213,505,279 2,432,313 SH   SOLE N/A 2,358,482 0 73,831
MATTHEWS INTL CORP CL A 577128101   33,767,258 921,344 SH   SOLE N/A 921,344 0 0
MCCORMICK & CO INC COM NON VTG 579780206   38,114,182 557,062 SH   SOLE N/A 557,062 0 0
MESA LABS INC COM 59064R109   981,800 9,371 SH   SOLE N/A 9,371 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   20,258,858 16,702 SH   SOLE N/A 15,315 0 1,387
MICROSOFT CORP COM 594918104   50,954,172 135,502 SH   SOLE N/A 127,176 0 8,326
MIDDLEBY CORP COM 596278101   729,077,531 4,953,982 SH   SOLE N/A 4,796,628 0 157,354
MINERALS TECHNOLOGIES INC COM 603158106   39,808,522 558,246 SH   SOLE N/A 558,246 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   22,757,747 2,220,268 SH   SOLE N/A 2,220,268 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   20,808,026 480,333 SH   SOLE N/A 480,333 0 0
MODEL N INC COM 607525102   1,878,475 69,754 SH   SOLE N/A 69,754 0 0
MOHAWK INDS INC COM 608190104   145,255,316 1,403,433 SH   SOLE N/A 1,403,433 0 0
MORNINGSTAR INC COM 617700109   854,147,888 2,984,027 SH   SOLE N/A 2,812,107 0 171,920
MSA SAFETY INC COM 553498106   163,648,776 969,311 SH   SOLE N/A 928,814 0 40,497
MYR GROUP INC DEL COM 55405W104   1,859,797 12,859 SH   SOLE N/A 12,859 0 0
NATIONAL RESH CORP COM NEW 637372202   1,567,961 39,635 SH   SOLE N/A 39,635 0 0
NEOGEN CORP COM 640491106   168,232,216 8,365,600 SH   SOLE N/A 7,895,968 0 469,632
ON HLDG AG NAMEN AKT A H5919C104   245,745,381 9,111,805 SH   SOLE N/A 9,111,805 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   119,125,260 8,448,600 SH   SOLE N/A 8,448,600 0 0
OUTFRONT MEDIA INC COM 69007J106   961,202 68,854 SH   SOLE N/A 68,854 0 0
PAYCHEX INC COM 704326107   281,558,054 2,363,849 SH   SOLE N/A 2,232,055 0 131,794
PAYPAL HLDGS INC COM 70450Y103   127,574,117 2,077,416 SH   SOLE N/A 1,922,603 0 154,813
PAYPAL HLDGS INC COM 70450Y103   1,080,816 17,600 SH Call SOLE N/A 17,600 0 0
PENTAIR PLC SHS G7S00T104   137,718,266 1,894,076 SH   SOLE N/A 1,894,076 0 0
PERFICIENT INC COM 71375U101   1,298,760 19,732 SH   SOLE N/A 19,732 0 0
PINTEREST INC CL A 72352L106   2,681,696 72,400 SH Call SOLE N/A 72,400 0 0
POOL CORP COM 73278L105   279,468,996 700,933 SH   SOLE N/A 682,627 0 18,306
PORTILLOS INC COM CL A 73642K106   7,953,132 499,255 SH   SOLE N/A 499,255 0 0
PTC INC COM 69370C100   327,753,443 1,873,305 SH   SOLE N/A 1,839,803 0 33,502
QORVO INC COM 74736K101   8,621,196 76,558 SH   SOLE N/A 76,558 0 0
QUALCOMM INC COM 747525103   37,282,866 257,781 SH   SOLE N/A 239,864 0 17,917
QUANTA SVCS INC COM 74762E102   327,617,849 1,518,155 SH   SOLE N/A 1,473,366 0 44,789
REVVITY INC COM 714046109   1,232,187,902 11,272,417 SH   SOLE N/A 10,905,322 0 367,095
ROCKY BRANDS INC COM 774515100   1,270,669 42,103 SH   SOLE N/A 42,103 0 0
ROLLINS INC COM 775711104   381,434,087 8,734,465 SH   SOLE N/A 8,464,016 0 270,449
ROVER GROUP INC COM CL A 77936F103   10,417,230 957,466 SH   SOLE N/A 957,466 0 0
S&P GLOBAL INC COM 78409V104   127,696,176 289,876 SH   SOLE N/A 282,361 0 7,515
SALESFORCE INC COM 79466L302   135,233,698 513,923 SH   SOLE N/A 472,893 0 41,030
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   127,897,936 3,404,257 SH   SOLE N/A 3,172,002 0 232,255
SERVICE CORP INTL COM 817565104   336,332,155 4,913,545 SH   SOLE N/A 4,741,816 0 171,729
SERVICENOW INC COM 81762P102   21,010,306 29,739 SH   SOLE N/A 27,287 0 2,452
SHOPIFY INC CL A 82509L107   327,043,052 4,198,242 SH   SOLE N/A 4,198,242 0 0
SIGNET JEWELERS LIMITED SHS G81276100   798,461,889 7,444,172 SH   SOLE N/A 7,233,444 0 210,728
SKYWORKS SOLUTIONS INC COM 83088M102   44,601,736 396,742 SH   SOLE N/A 373,444 0 23,298
SMITH A O CORP COM 831865209   44,057,585 534,420 SH   SOLE N/A 534,420 0 0
SOUNDTHINKING INC COM 82536T107   1,393,999 54,581 SH   SOLE N/A 54,581 0 0
SOUTHSTATE CORPORATION COM 840441109   42,584,673 504,259 SH   SOLE N/A 504,259 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   59,388,392 316,047 SH   SOLE N/A 316,047 0 0
SPS COMM INC COM 78463M107   1,847,489 9,531 SH   SOLE N/A 9,531 0 0
STERIS PLC SHS USD G8473T100   97,913,056 445,363 SH   SOLE N/A 415,977 0 29,386
SUMMIT MATLS INC CL A 86614U100   2,007,266 52,191 SH   SOLE N/A 52,191 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   274,203,280 2,636,570 SH   SOLE N/A 2,573,910 0 62,660
TELEDYNE TECHNOLOGIES INC COM 879360105   574,778,676 1,287,904 SH   SOLE N/A 1,239,700 0 48,204
TEMPUR SEALY INTL INC COM 88023U101   1,156,909,567 22,697,853 SH   SOLE N/A 21,947,023 0 750,830
TENABLE HLDGS INC COM 88025T102   2,804,778 60,894 SH   SOLE N/A 60,894 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   316,559,971 596,394 SH   SOLE N/A 529,399 0 66,995
TORO CO COM 891092108   533,421,805 5,557,056 SH   SOLE N/A 5,385,648 0 171,408
TRACTOR SUPPLY CO COM 892356106   389,974,537 1,813,582 SH   SOLE N/A 1,765,105 0 48,477
TRIMBLE INC COM 896239100   332,101,266 6,242,505 SH   SOLE N/A 6,010,312 0 232,193
TYLER TECHNOLOGIES INC COM 902252105   49,159,623 117,573 SH   SOLE N/A 112,581 0 4,992
UFP TECHNOLOGIES INC COM 902673102   461,239 2,681 SH   SOLE N/A 2,681 0 0
V F CORP COM 918204108   57,302,099 3,047,984 SH   SOLE N/A 3,047,984 0 0
V F CORP COM 918204108   2,363,160 125,700 SH Call SOLE N/A 125,700 0 0
VAIL RESORTS INC COM 91879Q109   581,245,936 2,722,846 SH   SOLE N/A 2,627,266 0 95,580
VERALTO CORP COM SHS 92338C103   59,967,787 729,003 SH   SOLE N/A 633,496 0 95,507
VERRA MOBILITY CORP CL A COM STK 92511U102   2,221,336 96,454 SH   SOLE N/A 96,454 0 0
VESTIS CORPORATION COM SHS 29430C102   1,510,601 71,457 SH   SOLE N/A 71,457 0 0
VISA INC COM CL A 92826C839   297,354,327 1,142,133 SH   SOLE N/A 1,031,183 0 110,950
VONTIER CORPORATION COM 928881101   18,410,313 532,860 SH   SOLE N/A 467,795 0 65,065
WABTEC COM 929740108   768,953,723 6,059,525 SH   SOLE N/A 5,831,913 0 227,612
WHITE MTNS INS GROUP LTD COM G9618E107   45,257,156 30,071 SH   SOLE N/A 30,071 0 0
WILLIAMS SONOMA INC COM 969904101   48,744,196 241,571 SH   SOLE N/A 241,571 0 0
WOLFSPEED INC COM 977852102   19,715,295 453,121 SH   SOLE N/A 453,121 0 0
WOLVERINE WORLD WIDE INC COM 978097103   16,915,643 1,902,772 SH   SOLE N/A 1,902,772 0 0
WORKDAY INC CL A 98138H101   63,817,894 231,174 SH   SOLE N/A 212,312 0 18,862
ZIPRECRUITER INC CL A 98980B103   3,566,671 256,595 SH   SOLE N/A 225,705 0 30,890