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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CIMPRESS PLC SHS EURO G2143T103 772 7,010 SH   SOLE   0 0 7,010
ASGN INC COM 00191U102 26,998 188,086 SH   SOLE   0 0 188,086
ALIGN TECHNOLOGY INC COM 016255101 21,786 25,805 SH   SOLE   0 0 25,805
ANSYS INC COM 03662Q105 11,541 26,720 SH   SOLE   0 0 26,720
AXOS FINANCIAL INC COM 05465C100 1,082 16,550 SH   SOLE   0 0 16,550
BALCHEM CORP COM 057665200 1,634 8,880 SH   SOLE   0 0 8,880
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 228 3,365 SH   SOLE   0 0 3,365
CBIZ INC COM 124805102 1,163 28,350 SH   SOLE   0 0 28,350
CI FINL CORP COM 125491100 295 11,410 SH   SOLE   0 0 11,410
CSW INDUSTRIALS INC COM 126402106 1,491 9,200 SH   SOLE   0 0 9,200
CABLE ONE INC COM 12685J105 1,150 500 SH   SOLE   0 0 500
CARLISLE COS INC COM 142339100 6,262 24,830 SH   SOLE   0 0 24,830
CHARLES RIV LABS INTL INC COM 159864107 26,657 50,915 SH   SOLE   0 0 50,915
CHEMED CORP NEW COM 16359R103 1,292 2,190 SH   SOLE   0 0 2,190
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 5,128 31,651 SH   SOLE   0 0 31,651
COLUMBIA SPORTSWEAR CO COM 198516106 1,043 8,580 SH   SOLE   0 0 8,580
COMFORT SYS USA INC COM 199908104 3,409 37,670 SH   SOLE   0 0 37,670
COMMUNITY BK SYS INC COM 203607106 1,048 12,070 SH   SOLE   0 0 12,070
COOPER COS INC COM NEW 216648402 16,450 31,370 SH   SOLE   0 0 31,370
FTI CONSULTING INC COM 302941109 1,179 6,900 SH   SOLE   0 0 6,900
FRONTDOOR INC COM 35905A109 14,191 266,949 SH   SOLE   0 0 266,949
GARTNER INC COM 366651107 21,910 56,830 SH   SOLE   0 0 56,830
HENRY JACK & ASSOC INC COM 426281101 22,467 107,940 SH   SOLE   0 0 107,940
IMAX CORP COM 45245E109 3,797 157,685 SH   SOLE   0 0 157,685
INSTALLED BLDG PRODS INC COM 45780R101 1,849 13,600 SH   SOLE   0 0 13,600
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 3,701 42,593 SH   SOLE   0 0 42,593
INTUIT COM 461202103 21,767 31,800 SH   SOLE   0 0 31,800
KEMPER CORP COM 488401100 543 6,410 SH   SOLE   0 0 6,410
KINSALE CAP GROUP INC COM 49714P108 1,054 5,140 SH   SOLE   0 0 5,140
LHC GROUP INC COM 50187A107 17,969 90,265 SH   SOLE   0 0 90,265
MSA SAFETY INC COM 553498106 931 5,039 SH   SOLE   0 0 5,039
PTC INC COM 69370C100 17,243 113,455 SH   SOLE   0 0 113,455
RPM INTL INC COM 749685103 1,421 14,425 SH   SOLE   0 0 14,425
S&P GLOBAL INC COM 78409V104 20,943 38,850 SH   SOLE   0 0 38,850
SPS COMM INC COM 78463M107 2,069 10,110 SH   SOLE   0 0 10,110
SIGNATURE BK NEW YORK N Y COM 82669G104 26,508 76,737 SH   SOLE   0 0 76,737
STONEX GROUP INC COM 861896108 1,522 18,200 SH   SOLE   0 0 18,200
TRANSUNION COM 89400J107 21,172 148,590 SH   SOLE   0 0 148,590
TREX CO INC COM 89531P105 16,938 130,975 SH   SOLE   0 0 130,975
VALMONT INDS INC COM 920253101 1,026 3,440 SH   SOLE   0 0 3,440
WINMARK CORP COM 974250102 1,372 5,030 SH   SOLE   0 0 5,030