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 13,107,144 83,400 SH   SOLE   83,400 0 0
AEHR TEST SYS COM 00760J108 BBG001SB1CS4 112,438 8,750 SH   SOLE   8,750 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 12,240,613 223,900 SH   SOLE   148,900 0 75,000
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 24,846,176 169,900 SH   SOLE   169,900 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 20,487,909 64,300 SH   SOLE   64,300 0 0
AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 309,690 775 SH   SOLE   775 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 14,862,801 68,050 SH   SOLE   68,050 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 22,492,800 127,800 SH   SOLE   82,800 0 45,000
BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 16,839,247 331,416 SH   SOLE   291,416 0 40,000
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 25,817,390 323,000 SH   SOLE   238,000 0 85,000
BRUKER CORP COM 116794108 BBG001SF69P0 30,835,290 446,500 SH   SOLE   276,500 0 170,000
COGNEX CORP COM 192422103 BBG001S5TC16 11,437,200 282,400 SH   SOLE   282,400 0 0
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 16,487,550 45,000 SH   SOLE   0 0 45,000
ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 8,625,440 496,000 SH   SOLE   496,000 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 12,403,169 110,221 SH   SOLE   110,221 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 20,692,760 179,500 SH   SOLE   94,500 0 85,000
FABRINET SHS G3323L100 BBG001SP57F4 9,753,150 41,250 SH   SOLE   1,250 0 40,000
FORMFACTOR INC COM 346375108 BBG001SFT2R8 5,257,386 114,291 SH   SOLE   4,291 0 110,000
FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 2,282,500 55,000 SH   SOLE   0 0 55,000
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 6,826,800 30,000 SH   SOLE   0 0 30,000
GLOBANT S A COM L44385109 BBG00564Y4W2 292,257 1,475 SH   SOLE   1,475 0 0
HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 23,861,020 151,000 SH   SOLE   41,000 0 110,000
ICON PLC SHS G4705A100 BBG001SDCL35 21,361,499 74,350 SH   SOLE   74,350 0 0
IDEX CORP COM 45167R104 BBG001S67N14 11,668,800 54,400 SH   SOLE   54,400 0 0
INMODE LTD SHS M5425M103 BBG00PPS74F3 1,695,000 100,000 SH   SOLE   0 0 100,000
MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 7,484,708 26,600 SH   SOLE   26,600 0 0
MASIMO CORP COM 574795100 BBG001S71GQ6 7,426,481 55,700 SH   SOLE   55,700 0 0
MSCI INC COM 55354G100 BBG001SV8B05 10,842,498 18,600 SH   SOLE   18,600 0 0
NOVA LTD COM M7516K103 BBG001SD4C89 22,991,986 110,358 SH   SOLE   65,358 0 45,000
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 2,486,057 14,925 SH   SOLE   14,925 0 0
PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 5,773,950 35,000 SH   SOLE   0 0 35,000
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 13,147,806 205,050 SH   SOLE   160,050 0 45,000
PURE STORAGE INC CL A 74624M102 BBG00212PW10 153,232 3,050 SH   SOLE   3,050 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 12,543,840 248,000 SH   SOLE   128,000 0 120,000
SITIME CORP COM 82982T106 BBG00QNSY276 7,893,748 46,025 SH   SOLE   1,025 0 45,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 2,709,108 118,250 SH   SOLE   118,250 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 BBG001V2NPF1 3,596,000 179,800 SH   SOLE   4,800 0 175,000
STRIDE INC COM 86333M108 BBG001SNN4P5 13,223,050 155,000 SH   SOLE   85,000 0 70,000
TECHTARGET INC COM 87874R100 BBG001S9R748 1,467,000 60,000 SH   SOLE   0 0 60,000
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H9M7 4,823,130 39,000 SH   SOLE   39,000 0 0
TRANSCAT INC COM 893529107 BBG001S5WVW6 4,830,800 40,000 SH   SOLE   0 0 40,000
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 18,363,690 117,235 SH   SOLE   84,235 0 33,000
TREX CO INC COM 89531P105 BBG001SB6TV8 21,458,734 322,300 SH   SOLE   172,300 0 150,000
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 34,999,851 59,960 SH   SOLE   34,960 0 25,000
UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 13,278,274 63,260 SH   SOLE   43,260 0 20,000
VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 16,842,068 80,250 SH   SOLE   80,250 0 0
ZSCALER INC COM 98980G102 BBG003338H61 136,752 800 SH   SOLE   800 0 0