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
ADVANCED DRAIN SYS INC DEL COM 00790R104   2,044,086 24,937 SH   SOLE   24,937 0 0
AGILON HEALTH INC COM 00857U107   1,637,645 101,465 SH   SOLE   101,465 0 0
ALBANY INTL CORP CL A 012348108   6,440,392 65,325 SH   SOLE   65,325 0 0
AMEDISYS INC COM 023436108   6,216,963 74,419 SH   SOLE   74,419 0 0
AMERESCO INC CL A 02361E108   749,163 13,111 SH   SOLE   13,111 0 0
ANTERO RESOURCES CORP COM 03674X106   1,231,419 39,736 SH   SOLE   39,736 0 0
APPIAN CORP PUT 03782L951   2,311,760 710 SH Put SOLE   710 0 0
APPIAN CORP CL A 03782L101   4,747,964 145,822 SH   SOLE   145,822 0 0
ARCOSA INC COM 039653100   771,900 14,205 SH   SOLE   14,205 0 0
AXON ENTERPRISE INC COM 05464C101   9,555,245 57,586 SH   SOLE   57,586 0 0
BEACON ROOFING SUPPLY INC COM 073685109   3,768,045 71,378 SH   SOLE   71,378 0 0
BLACKLINE INC COM 09239B109   2,564,400 38,121 SH   SOLE   38,121 0 0
BOOT BARN HLDGS INC COM 099406100   3,254,354 52,053 SH   SOLE   52,053 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   2,940,965 46,608 SH   SOLE   46,608 0 0
CACTUS INC CL A 127203107   892,417 17,756 SH   SOLE   17,756 0 0
CARTERS INC COM 146229109   2,282,245 30,589 SH   SOLE   30,589 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   6,873,470 790,054 SH   SOLE   790,054 0 0
CERTARA INC COM 15687V109   2,433,496 151,431 SH   SOLE   151,431 0 0
CHAMPIONX CORPORATION COM 15872M104   855,524 29,511 SH   SOLE   29,511 0 0
CHOICE HOTELS INTL INC COM 169905106   3,373,230 29,947 SH   SOLE   29,947 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,528,031 11,169 SH   SOLE   11,169 0 0
CNX RES CORP COM 12653C108   853,788 50,700 SH   SOLE   50,700 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   4,068,605 71,279 SH   SOLE   71,279 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   12,250,737 459,001 SH   SOLE   459,001 0 0
COUPA SOFTWARE INC COM 22266L106   9,280,149 117,218 SH   SOLE   117,218 0 0
COUPA SOFTWARE INC PUT 22266L956   4,512,690 570 SH Put SOLE   570 0 0
CURTISS WRIGHT CORP COM 231561101   13,435,013 80,454 SH   SOLE   80,454 0 0
CVR ENERGY INC COM 12662P108   1,322,611 42,202 SH   SOLE   42,202 0 0
DARLING INGREDIENTS INC COM 237266101   8,810,106 140,759 SH   SOLE   140,759 0 0
DELEK US HLDGS INC NEW COM 24665A103   1,169,694 43,322 SH   SOLE   43,322 0 0
DENBURY INC COM 24790A101   799,453 9,187 SH   SOLE   9,187 0 0
DIGITALOCEAN HLDGS INC PUT 25402D952   4,156,704 1,632 SH Put SOLE   1,632 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   4,487,967 176,206 SH   SOLE   176,206 0 0
DRIL-QUIP INC COM 262037104   668,681 24,611 SH   SOLE   24,611 0 0
ENCOMPASS HEALTH CORP COM 29261A100   16,390,512 274,043 SH   SOLE   274,043 0 0
ENOVIS CORPORATION COM 194014502   9,973,720 186,355 SH   SOLE   186,355 0 0
ESAB CORPORATION COM 29605J106   2,916,244 62,139 SH   SOLE   62,139 0 0
ESCO TECHNOLOGIES INC COM 296315104   7,372,181 84,215 SH   SOLE   84,215 0 0
EVENTBRITE INC COM CL A 29975E109   4,983,285 850,390 SH   SOLE   850,390 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   3,080,286 77,785 SH   SOLE   77,785 0 0
FIRST AMERN FINL CORP COM 31847R102   8,518,230 162,748 SH   SOLE   162,748 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   17,468,215 200,992 SH   SOLE   200,992 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   2,043,710 29,351 SH   SOLE   29,351 0 0
FOX FACTORY HLDG CORP COM 35138V102   2,690,464 29,491 SH   SOLE   29,491 0 0
GMS INC COM 36251C103   2,620,127 52,613 SH   SOLE   52,613 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   4,228,288 144,854 SH   SOLE   144,854 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   5,516,854 88,185 SH   SOLE   88,185 0 0
GUIDEWIRE SOFTWARE INC PUT 40171V950   1,814,240 290 SH Put SOLE   290 0 0
HEALTHEQUITY INC COM 42226A107   4,742,643 76,941 SH   SOLE   76,941 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   2,731,364 50,172 SH   SOLE   50,172 0 0
HUBSPOT INC COM 443573100   10,985,205 37,994 SH   SOLE   37,994 0 0
HUBSPOT INC PUT 443573950   6,216,295 215 SH Put SOLE   215 0 0
INGEVITY CORP COM 45688C107   3,020,045 42,874 SH   SOLE   42,874 0 0
KIRBY CORP COM 497266106   5,217,755 81,084 SH   SOLE   81,084 0 0
LITTELFUSE INC COM 537008104   5,370,017 24,387 SH   SOLE   24,387 0 0
LKQ CORP COM 501889208   10,066,770 188,481 SH   SOLE   188,481 0 0
LPL FINL HLDGS INC COM 50212V100   5,276,926 24,411 SH   SOLE   24,411 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,099,688 46,895 SH   SOLE   46,895 0 0
MASONITE INTL CORP COM 575385109   3,964,077 49,176 SH   SOLE   49,176 0 0
MATADOR RES CO COM 576485205   1,251,610 21,866 SH   SOLE   21,866 0 0
MIDDLEBY CORP COM 596278101   4,679,694 57,279 SH   SOLE   57,279 0 0
MIDDLEBY CORP COM 596278101   3,741,166 27,940 SH   SOLE   27,940 0 0
NATIONAL INSTRS CORP COM 636518102   7,353,026 199,269 SH   SOLE   199,269 0 0
NATIONAL VISION HLDGS INC COM 63845R107   3,495,338 90,179 SH   SOLE   90,179 0 0
NCINO INC COM 63947X101   6,384,361 241,466 SH   SOLE   241,466 0 0
NCINO INC PUT 63947X951   4,034,744 1,526 SH Put SOLE   1,526 0 0
OMNICELL COM COM 68213N109   3,049,402 60,480 SH   SOLE   60,480 0 0
OVINTIV INC COM 69047Q102   931,492 18,369 SH   SOLE   18,369 0 0
PDC ENERGY INC COM 69327R101   963,880 15,184 SH   SOLE   15,184 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   4,742,385 83,699 SH   SOLE   83,699 0 0
PLANET FITNESS INC CL A 72703H101   10,872,272 137,973 SH   SOLE   137,973 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   8,157,903 353,462 SH   SOLE   353,462 0 0
PRIMO WATER CORPORATION COM 74167P108   9,854,176 634,122 SH   SOLE   634,122 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   1,423,940 62,701 SH   SOLE   62,701 0 0
QUAKER HOUGHTON COM 747316107   2,873,517 17,217 SH   SOLE   17,217 0 0
RADNET INC COM 750491102   7,689,494 408,364 SH   SOLE   408,364 0 0
RANGE RES CORP COM 75281A109   899,844 35,965 SH   SOLE   35,965 0 0
RBC BEARINGS INC COM 75524B104   2,502,507 11,938 SH   SOLE   11,938 0 0
RITCHIE BROS AUCTIONEERS COM 767744105   10,001,740 172,974 SH   SOLE   172,974 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   2,876,578 353,388 SH   SOLE   353,388 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   5,700,929 141,182 SH   SOLE   141,182 0 0
SIMPSON MFG INC COM 829073105   2,291,418 25,845 SH   SOLE   25,845 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   4,190,084 35,715 SH   SOLE   35,715 0 0
SLM CORP COM 78442P106   3,737,241 225,135 SH   SOLE   225,135 0 0
SPDR SER TR S&P BIOTECH 78464A870   14,731,089 177,483 SH   SOLE   177,483 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   11,472,695 638,436 SH   SOLE   638,436 0 0
TOPBUILD CORP COM 89055F103   2,501,180 15,983 SH   SOLE   15,983 0 0
TRINET GROUP INC COM 896288107   2,105,597 31,056 SH   SOLE   31,056 0 0
TRUPANION INC COM 898202106   4,164,151 87,611 SH   SOLE   87,611 0 0
UFP INDUSTRIES INC COM 90278Q108   2,642,750 33,343 SH   SOLE   33,343 0 0
UNIVAR SOLUTIONS INC COM 91336L107   9,213,891 289,745 SH   SOLE   289,745 0 0
UPWORK INC COM 91688F104   2,867,941 274,707 SH   SOLE   274,707 0 0
VARONIS SYS INC COM 922280102   3,723,508 155,535 SH   SOLE   155,535 0 0
WATSCO INC COM 942622200   5,748,670 23,050 SH   SOLE   23,050 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   4,338,790 29,671 SH   SOLE   29,671 0 0
WESCO INTL INC COM 95082P105   8,548,656 68,280 SH   SOLE   68,280 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   10,282,860 227,648 SH   SOLE   227,648 0 0
WORKIVA INC COM CL A 98139A105   9,140,218 108,851 SH   SOLE   108,851 0 0
WORLD FUEL SVCS CORP COM 981475106   692,460 25,337 SH   SOLE   25,337 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   3,144,911 384,934 SH   SOLE   384,934 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   3,768,839 178,204 SH   SOLE   178,204 0 0