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 BBG001SH4LQ0 13,852,545 164,500 SH   SOLE   164,500 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 16,994,640 338,000 SH   SOLE   268,000 0 70,000
AMBARELLA INC SHS G037AX101 BBG001V1SN18 170,324 2,200 SH   SOLE   2,200 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 19,248,786 131,400 SH   SOLE   131,400 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 32,464,640 97,550 SH   SOLE   97,550 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 7,004,078 31,150 SH   SOLE   1,150 0 30,000
BADGER METER INC COM 056525108 BBG001S5P8Q2 12,852,010 105,500 SH   SOLE   105,500 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 21,564,840 170,500 SH   SOLE   130,500 0 40,000
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 4,245,263 98,750 SH   SOLE   58,750 0 40,000
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 28,770,882 387,800 SH   SOLE   307,000 0 80,800
BRUKER CORP COM 116794108 BBG001SF69P0 45,857,286 581,650 SH   SOLE   441,650 0 140,000
COGNEX CORP COM 192422103 BBG001S5TC16 22,396,600 452,000 SH   SOLE   387,000 0 65,000
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 5,557,200 40,000 SH   SOLE   0 0 40,000
DIGITAL TURBINE INC COM NEW 25400W102 BBG001SPBG12 815,760 66,000 SH   SOLE   6,000 0 60,000
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 21,182,950 919,000 SH   SOLE   704,000 0 215,000
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 23,331,845 284,500 SH   SOLE   284,500 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 7,975,200 80,000 SH   SOLE   0 0 80,000
FORMFACTOR INC COM 346375108 BBG001SFT2R8 4,156,425 130,500 SH   SOLE   5,500 0 125,000
FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 6,068,500 50,000 SH   SOLE   0 0 50,000
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 11,461,190 131,000 SH   SOLE   21,000 0 110,000
ICON PLC SHS G4705A100 BBG001SDCL35 38,318,046 179,400 SH   SOLE   129,300 0 50,100
IDEX CORP COM 45167R104 BBG001S67N14 18,589,060 80,500 SH   SOLE   80,500 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 27,654,424 55,300 SH   SOLE   55,300 0 0
INMODE LTD SHS M5425M103 BBG00PPS74F3 3,379,770 105,750 SH   SOLE   5,750 0 100,000
MASIMO CORP COM 574795100 BBG001S71GQ6 24,682,225 133,750 SH   SOLE   133,750 0 0
MAXCYTE INC COM 57777K106 BBG00CFTQNG7 139,477 29,000 SH   SOLE   29,000 0 0
MSCI INC COM 55354G100 BBG001SV8B05 24,203,401 43,300 SH   SOLE   43,300 0 0
NATIONAL RESH CORP COM NEW 637372202 BBG004K1F9R1 2,919,521 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 BBG001SD4C89 28,282,641 270,725 SH   SOLE   230,725 0 40,000
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 2,006,664 6,600 SH   SOLE   6,600 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 5,963,400 30,000 SH   SOLE   0 0 30,000
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 11,030,708 130,325 SH   SOLE   110,325 0 20,000
ROLLINS INC COM 775711104 BBG001S5VRG4 5,629,500 150,000 SH   SOLE   50,000 0 100,000
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 233,092 1,075 SH   SOLE   1,075 0 0
SITIME CORP COM 82982T106 BBG00QNSY276 8,185,337 57,550 SH   SOLE   2,550 0 55,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 26,838,785 88,300 SH   SOLE   68,300 0 20,000
TECHTARGET INC COM 87874R100 BBG001S9R748 2,280,978 63,150 SH   SOLE   3,150 0 60,000
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 624,773 8,250 SH   SOLE   8,250 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 33,582,300 690,000 SH   SOLE   550,000 0 140,000
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 23,583,560 66,500 SH   SOLE   41,500 0 25,000
UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 97,320 3,000 SH   SOLE   3,000 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 27,724,722 150,850 SH   SOLE   150,850 0 0
XPEL INC COM 98379L100 BBG001S6JQ87 7,056,608 103,850 SH   SOLE   25,250 0 78,600
XYLEM INC COM 98419M100 BBG001V05C73 14,812,220 141,500 SH   SOLE   141,500 0 0
ZSCALER INC COM 98980G102 BBG003338H61 186,928 1,600 SH   SOLE   1,600 0 0