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 14,306,788 89,200 SH   SOLE   89,200 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 13,368,816 210,400 SH   SOLE   135,400 0 75,000
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 23,300,464 180,400 SH   SOLE   180,400 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 19,707,950 61,300 SH   SOLE   61,300 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 264,816 900 SH   SOLE   900 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 12,867,468 69,050 SH   SOLE   69,050 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 22,907,760 148,800 SH   SOLE   103,800 0 45,000
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 15,038,758 304,675 SH   SOLE   264,675 0 40,000
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 21,838,920 304,800 SH   SOLE   219,800 0 85,000
BRUKER CORP COM 116794108 BBG001SF69P0 25,734,573 403,300 SH   SOLE   253,300 0 150,000
COGNEX CORP COM 192422103 BBG001S5TC16 17,544,352 375,200 SH   SOLE   275,200 0 100,000
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 11,938,950 45,000 SH   SOLE   0 0 45,000
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 6,738,030 507,000 SH   SOLE   507,000 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 14,382,323 106,221 SH   SOLE   106,221 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 16,693,560 175,500 SH   SOLE   90,500 0 85,000
FABRINET SHS G3323L100 BBG001SP57F4 10,097,588 41,250 SH   SOLE   1,250 0 40,000
FORMFACTOR INC COM 346375108 BBG001SFT2R8 7,781,132 128,550 SH   SOLE   3,550 0 125,000
FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 2,650,450 55,000 SH   SOLE   0 0 55,000
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 5,819,310 27,000 SH   SOLE   0 0 27,000
GLOBANT S A COM L44385109 BBG00564Y4W2 262,934 1,475 SH   SOLE   1,475 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 19,723,275 146,250 SH   SOLE   36,250 0 110,000
ICON PLC SHS G4705A100 BBG001SDCL35 21,825,349 69,625 SH   SOLE   69,625 0 0
IDEX CORP COM 45167R104 BBG001S67N14 10,482,520 52,100 SH   SOLE   52,100 0 0
INMODE LTD SHS M5425M103 BBG00PPS74F3 1,824,000 100,000 SH   SOLE   0 0 100,000
MASIMO CORP COM 574795100 BBG001S71GQ6 6,762,978 53,700 SH   SOLE   53,700 0 0
MSCI INC COM 55354G100 BBG001SV8B05 14,681,331 30,475 SH   SOLE   30,475 0 0
NOVA LTD COM M7516K103 BBG001SD4C89 31,215,943 133,100 SH   SOLE   78,100 0 55,000
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 1,805,880 12,625 SH   SOLE   12,625 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 4,614,750 35,000 SH   SOLE   0 0 35,000
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 13,830,940 197,050 SH   SOLE   152,050 0 45,000
PURE STORAGE INC CL A 74624M102 BBG00212PW10 118,789 1,850 SH   SOLE   1,850 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 10,075,135 206,500 SH   SOLE   106,500 0 100,000
SITIME CORP COM 82982T106 BBG00QNSY276 5,771,232 46,400 SH   SOLE   1,400 0 45,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 2,986,995 118,250 SH   SOLE   118,250 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 BBG001V2NPF1 3,297,532 179,800 SH   SOLE   4,800 0 175,000
STRIDE INC COM 86333M108 BBG001SNN4P5 9,094,500 129,000 SH   SOLE   74,000 0 55,000
TECHTARGET INC COM 87874R100 BBG001S9R748 1,870,200 60,000 SH   SOLE   0 0 60,000
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 3,392,000 32,000 SH   SOLE   32,000 0 0
TRANSCAT INC COM 893529107 BBG001S5WVW6 4,787,200 40,000 SH   SOLE   0 0 40,000
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 15,702,135 104,250 SH   SOLE   79,250 0 25,000
TREX CO INC COM 89531P105 BBG001SB6TV8 22,606,600 305,000 SH   SOLE   155,000 0 150,000
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 32,441,880 64,525 SH   SOLE   39,525 0 25,000
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 4,190,283 19,930 SH   SOLE   19,930 0 0
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 13,972,814 76,350 SH   SOLE   76,350 0 0
XYLEM INC COM 98419M100 BBG001V05C73 15,733,080 116,000 SH   SOLE   116,000 0 0
ZSCALER INC COM 98980G102 BBG003338H61 321,918 1,675 SH   SOLE   1,675 0 0