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
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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
ADEIA INC COM 00676P107   9,619,135 688,064 SH   SOLE N/A 688,064 0 0
ADOBE INC COM 00724F101   104,530,038 235,068 SH   SOLE N/A 207,062 0 28,006
ALARM COM HLDGS INC COM 011642105   1,772,928 29,160 SH   SOLE N/A 29,160 0 0
ALBANY INTL CORP CL A 012348108   1,141,892 14,279 SH   SOLE N/A 14,279 0 0
ALCON AG ORD SHS H01301128   553,125,217 6,518,462 SH   SOLE N/A 6,136,871 0 381,591
ALKAMI TECHNOLOGY INC COM 01644J108   2,391,499 65,199 SH   SOLE N/A 65,199 0 0
ALPHABET INC CAP STK CL C 02079K107   111,307,990 584,478 SH   SOLE N/A 563,351 0 21,127
ALTAIR ENGR INC COM CL A 021369103   1,542,815 14,140 SH   SOLE N/A 14,140 0 0
AMAZON COM INC COM 023135106   111,517,473 508,307 SH   SOLE N/A 490,437 0 17,870
AMPHENOL CORP NEW CL A 032095101   51,533,636 742,025 SH   SOLE N/A 742,025 0 0
API GROUP CORP COM STK 00187Y100   118,837,614 3,303,798 SH   SOLE N/A 2,467,238 0 836,560
APOLLO GLOBAL MGMT INC COM 03769M106   155,931,685 944,125 SH   SOLE N/A 888,690 0 55,435
AUTODESK INC COM 052769106   36,879,451 124,774 SH   SOLE N/A 120,174 0 4,600
BADGER METER INC COM 056525108   1,013,085 4,776 SH   SOLE N/A 4,776 0 0
BIO RAD LABS INC CL A 090572207   151,330,760 460,658 SH   SOLE N/A 460,658 0 0
BIO-TECHNE CORP COM 09073M104   168,215,909 2,335,359 SH   SOLE N/A 2,312,850 0 22,509
BJS WHSL CLUB HLDGS INC COM 05550J101   11,683,942 130,766 SH   SOLE N/A 130,766 0 0
BLACKLINE INC COM 09239B109   1,328,335 21,862 SH   SOLE N/A 21,862 0 0
BLOOM ENERGY CORP COM CL A 093712107   6,185,818 278,515 SH   SOLE N/A 278,515 0 0
BOOT BARN HLDGS INC COM 099406100   1,821,385 11,997 SH   SOLE N/A 11,997 0 0
BROADCOM INC COM 11135F101   2,334,165 10,068 SH   SOLE N/A 10,068 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   465,164,904 8,097,315 SH   SOLE N/A 7,873,332 0 223,983
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   162,901,211 5,124,291 SH   SOLE N/A 5,002,362 0 121,929
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   11,921,768 523,114 SH   SOLE N/A 523,114 0 0
BROWN & BROWN INC COM 115236101   814,008,092 7,978,907 SH   SOLE N/A 7,867,644 0 111,263
BWX TECHNOLOGIES INC COM 05605H100   61,473,690 551,878 SH   SOLE N/A 551,878 0 0
CACI INTL INC CL A 127190304   103,067,221 255,079 SH   SOLE N/A 248,058 0 7,021
CADRE HLDGS INC COM 12763L105   1,748,044 54,119 SH   SOLE N/A 54,119 0 0
CAE INC COM 124765108   171,092,519 6,741,514 SH   SOLE N/A 6,603,422 0 138,092
CANADIAN PACIFIC KANSAS CITY COM 13646K108   222,899,818 3,080,078 SH   SOLE N/A 2,970,523 0 109,555
CARGURUS INC COM CL A 141788109   16,161,057 442,284 SH   SOLE N/A 442,284 0 0
CASELLA WASTE SYS INC CL A 147448104   3,036,959 28,702 SH   SOLE N/A 28,702 0 0
CASEYS GEN STORES INC COM 147528103   11,943,957 30,144 SH   SOLE N/A 30,144 0 0
CDW CORP COM 12514G108   608,779,041 3,497,926 SH   SOLE N/A 3,382,604 0 115,322
CDW CORP COM 12514G108   435,100 2,500 SH Call SOLE N/A 2,500 0 0
CERTARA INC COM 15687V109   1,836,997 172,488 SH   SOLE N/A 172,488 0 0
CHEFS WHSE INC COM 163086101   3,575,059 72,487 SH   SOLE N/A 72,487 0 0
CINCINNATI FINL CORP COM 172062101   99,886,445 695,104 SH   SOLE N/A 695,104 0 0
CLEAN HARBORS INC COM 184496107   403,085,147 1,751,478 SH   SOLE N/A 1,724,606 0 26,872
CLEARFIELD INC COM 18482P103   628,060 20,260 SH   SOLE N/A 20,260 0 0
COHERENT CORP COM 19247G107   14,522,962 153,309 SH   SOLE N/A 153,309 0 0
COOPER COS INC COM 216648501   24,160,031 262,809 SH   SOLE N/A 197,114 0 65,695
CORE & MAIN INC CL A 21874C102   671,135,279 13,182,779 SH   SOLE N/A 13,008,821 0 173,958
CORPAY INC COM SHS 219948106   29,416,482 86,923 SH   SOLE N/A 86,923 0 0
COSTAR GROUP INC COM 22160N109   14,887,212 207,951 SH   SOLE N/A 207,951 0 0
CRANE COMPANY COMMON STOCK 224408104   114,445,298 754,170 SH   SOLE N/A 754,170 0 0
CRH PLC ORD G25508105   1,019,331,976 11,017,423 SH   SOLE N/A 10,730,743 0 286,680
CSW INDUSTRIALS INC COM 126402106   1,869,134 5,298 SH   SOLE N/A 5,298 0 0
CURTISS WRIGHT CORP COM 231561101   28,521,257 80,371 SH   SOLE N/A 80,371 0 0
DANAHER CORPORATION COM 235851102   35,415,204 154,281 SH   SOLE N/A 116,150 0 38,131
DAVITA INC COM 23918K108   384,433,230 2,570,600 SH Put SOLE N/A 2,570,600 0 0
DAYFORCE INC COM 15677J108   828,149,754 11,400,740 SH   SOLE N/A 11,277,004 0 123,736
DOCUSIGN INC COM 256163106   29,741,179 330,678 SH   SOLE N/A 318,378 0 12,300
ELI LILLY & CO COM 532457108   6,176,000 8,000 SH Put SOLE N/A 8,000 0 0
EMCOR GROUP INC COM 29084Q100   482,950,962 1,064,003 SH   SOLE N/A 1,044,661 0 19,342
ENERGY RECOVERY INC COM 29270J100   1,947,677 132,495 SH   SOLE N/A 132,495 0 0
ENTEGRIS INC COM 29362U104   377,524,000 3,811,064 SH   SOLE N/A 3,751,699 0 59,365
EQUIFAX INC COM 294429105   3,417,539 13,410 SH   SOLE N/A 13,410 0 0
FORMFACTOR INC COM 346375108   2,719,156 61,799 SH   SOLE N/A 61,799 0 0
FORTIVE CORP COM 34959J108   322,317,975 4,297,573 SH   SOLE N/A 3,733,415 0 564,158
FORTUNE BRANDS INNOVATIONS I COM 34964C106   583,664,201 8,541,844 SH   SOLE N/A 8,422,238 0 119,606
GARMIN LTD SHS H2906T109   208,121,290 1,009,024 SH   SOLE N/A 1,009,024 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,068,631 24,904 SH   SOLE N/A 24,904 0 0
GLOBUS MED INC CL A 379577208   51,829,394 626,640 SH   SOLE N/A 626,640 0 0
GOGO INC COM 38046C109   1,931,326 238,730 SH   SOLE N/A 238,730 0 0
HUB GROUP INC CL A 443320106   75,815,186 1,701,418 SH   SOLE N/A 1,701,418 0 0
HYATT HOTELS CORP COM CL A 448579102   58,239,580 371,000 SH   SOLE N/A 371,000 0 0
ILLUMINA INC COM 452327109   18,419,426 137,839 SH   SOLE N/A 103,364 0 34,475
IRIDIUM COMMUNICATIONS INC COM 46269C102   21,799,476 751,188 SH   SOLE N/A 751,188 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   18,257,912 599,800 SH Call SOLE N/A 599,800 0 0
ISHARES TR CORE S&P MCP ETF 464287507   226,871 3,641 SH   SOLE N/A 3,641 0 0
ISHARES TR RUS MID CAP ETF 464287499   893,547 10,108 SH   SOLE N/A 10,108 0 0
ITT INC COM 45073V108   652,236,627 4,564,926 SH   SOLE N/A 4,494,290 0 70,636
JONES LANG LASALLE INC COM 48020Q107   178,362,444 704,600 SH   SOLE N/A 704,600 0 0
KADANT INC COM 48282T104   4,494,875 13,029 SH   SOLE N/A 13,029 0 0
KIRBY CORP COM 497266106   165,650,319 1,565,693 SH   SOLE N/A 1,565,693 0 0
LABCORP HOLDINGS INC COM SHS 504922105   365,984,859 1,595,957 SH   SOLE N/A 1,572,602 0 23,355
LAMAR ADVERTISING CO NEW CL A 512816109   36,382,364 298,853 SH   SOLE N/A 298,853 0 0
LANTHEUS HLDGS INC COM 516544103   902,830 10,092 SH   SOLE N/A 10,092 0 0
LAUDER ESTEE COS INC CL A 518439104   4,911,190 65,500 SH Call SOLE N/A 65,500 0 0
LENNAR CORP CL A 526057104   20,125,894 147,583 SH   SOLE N/A 147,583 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   181,612 15,313 SH   SOLE N/A 15,313 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,093,298,052 8,442,456 SH   SOLE N/A 8,330,447 0 112,009
LOAR HOLDINGS INC COM SHS 53947R105   422,322 5,714 SH   SOLE N/A 5,714 0 0
MARTIN MARIETTA MATLS INC COM 573284106   727,615,759 1,408,743 SH   SOLE N/A 1,390,575 0 18,168
MARVELL TECHNOLOGY INC COM 573874104   3,078,021 27,868 SH   SOLE N/A 27,868 0 0
MCCORMICK & CO INC COM NON VTG 579780206   104,862,936 1,375,432 SH   SOLE N/A 1,375,432 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   989,589 47,922 SH   SOLE N/A 47,922 0 0
MESA LABS INC COM 59064R109   1,808,070 13,711 SH   SOLE N/A 13,711 0 0
META PLATFORMS INC CL A 30303M102   50,756,691 86,688 SH   SOLE N/A 84,293 0 2,395
MICROSOFT CORP COM 594918104   74,994,544 177,923 SH   SOLE N/A 171,255 0 6,668
MIDDLEBY CORP COM 596278101   851,908,441 6,289,468 SH   SOLE N/A 6,209,071 0 80,397
MIRION TECHNOLOGIES INC COM CL A 60471A101   40,369,162 2,313,419 SH   SOLE N/A 2,313,419 0 0
MOHAWK INDS INC COM 608190104   178,387,525 1,497,419 SH   SOLE N/A 1,497,419 0 0
MOODYS CORP COM 615369105   23,121,758 48,845 SH   SOLE N/A 47,249 0 1,596
MORNINGSTAR INC COM 617700109   462,854,731 1,374,435 SH   SOLE N/A 1,338,181 0 36,254
MSCI INC COM 55354G100   25,606,027 42,676 SH   SOLE N/A 41,247 0 1,429
MYR GROUP INC DEL COM 55405W104   1,070,549 7,196 SH   SOLE N/A 7,196 0 0
NATIONAL RESH CORP COM NEW 637372202   585,207 33,175 SH   SOLE N/A 33,175 0 0
NCINO INC COM 63947X101   1,798,075 53,546 SH   SOLE N/A 53,546 0 0
NEOGEN CORP COM 640491106   114,069,261 9,396,150 SH   SOLE N/A 8,925,149 0 471,001
ON HLDG AG NAMEN AKT A H5919C104   81,670,669 1,491,157 SH   SOLE N/A 1,491,157 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   44,288,823 2,225,569 SH   SOLE N/A 2,225,569 0 0
OUTFRONT MEDIA INC COM 69007J106   1,280,136 72,161 SH   SOLE N/A 72,161 0 0
PACKAGING CORP AMER COM 695156109   72,338,772 321,320 SH   SOLE N/A 321,320 0 0
PAYCHEX INC COM 704326107   246,217,907 1,755,940 SH   SOLE N/A 1,722,946 0 32,994
PAYPAL HLDGS INC COM 70450Y103   64,258,223 752,879 SH   SOLE N/A 565,729 0 187,150
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   3,438,344 269,041 SH   SOLE N/A 269,041 0 0
POLARIS INC COM 731068102   38,569,099 669,370 SH   SOLE N/A 669,370 0 0
PORTILLOS INC COM CL A 73642K106   1,298,610 138,150 SH   SOLE N/A 138,150 0 0
PTC INC COM 69370C100   176,806,082 961,582 SH   SOLE N/A 942,570 0 19,012
QUALCOMM INC COM 747525103   130,239,036 847,800 SH Call SOLE N/A 847,800 0 0
QUANTA SVCS INC COM 74762E102   230,519,285 729,376 SH   SOLE N/A 715,492 0 13,884
RAYMOND JAMES FINL INC COM 754730109   81,611,003 525,404 SH   SOLE N/A 525,404 0 0
RESMED INC COM 761152107   110,159,973 481,700 SH Put SOLE N/A 481,700 0 0
REVVITY INC COM 714046109   266,130,362 2,384,467 SH   SOLE N/A 2,345,771 0 38,696
ROYAL GOLD INC COM 780287108   55,824,894 423,397 SH   SOLE N/A 423,397 0 0
S&P GLOBAL INC COM 78409V104   48,594,779 97,574 SH   SOLE N/A 97,574 0 0
SAIA INC COM 78709Y105   137,199,339 301,054 SH   SOLE N/A 301,054 0 0
SALESFORCE INC COM 79466L302   160,379,104 479,703 SH   SOLE N/A 450,029 0 29,674
SERVICE CORP INTL COM 817565104   662,657,498 8,301,898 SH   SOLE N/A 8,183,476 0 118,422
SHOPIFY INC CL A 82509L107   378,054,933 3,555,487 SH   SOLE N/A 3,555,487 0 0
SIGNET JEWELERS LIMITED SHS G81276100   448,821,450 5,560,915 SH   SOLE N/A 5,480,475 0 80,440
SMITH A O CORP COM 831865209   228,013,616 3,342,818 SH   SOLE N/A 3,290,118 0 52,700
SPOTIFY TECHNOLOGY S A SHS L8681T102   20,934,700 46,794 SH   SOLE N/A 46,794 0 0
SPS COMM INC COM 78463M107   1,444,322 7,850 SH   SOLE N/A 7,850 0 0
STERIS PLC SHS USD G8473T100   534,400,499 2,599,730 SH   SOLE N/A 2,561,181 0 38,549
STERLING INFRASTRUCTURE INC COM 859241101   1,116,824 6,630 SH   SOLE N/A 6,630 0 0
SUMMIT MATLS INC CL A 86614U100   4,626,813 91,439 SH   SOLE N/A 91,439 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   238,570,092 1,208,011 SH   SOLE N/A 1,192,729 0 15,282
TELEDYNE TECHNOLOGIES INC COM 879360105   234,559,699 505,375 SH   SOLE N/A 496,505 0 8,870
TEMPUR SEALY INTL INC COM 88023U101   1,064,086,833 18,770,274 SH   SOLE N/A 18,556,510 0 213,764
TENABLE HLDGS INC COM 88025T102   392,382 9,964 SH   SOLE N/A 9,964 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   1,307,801 33,741 SH   SOLE N/A 33,741 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   104,576,114 201,019 SH   SOLE N/A 171,722 0 29,297
THOMSON REUTERS CORP COM 884903808   335,910 2,093 SH   SOLE N/A 2,093 0 0
TORO CO COM 891092108   392,968,598 4,905,975 SH   SOLE N/A 4,841,851 0 64,124
TRACTOR SUPPLY CO COM 892356106   406,929,025 7,669,224 SH   SOLE N/A 7,565,484 0 103,740
TRIMBLE INC COM 896239100   717,505,735 10,154,341 SH   SOLE N/A 9,965,595 0 188,746
UNITED STS LIME & MINERALS I COM 911922102   43,585,710 328,354 SH   SOLE N/A 328,354 0 0
V F CORP COM 918204108   2,628,850 122,500 SH Call SOLE N/A 122,500 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   2,085,839 86,263 SH   SOLE N/A 86,263 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   761,352,879 17,279,911 SH   SOLE N/A 16,988,193 0 291,718
VISA INC COM CL A 92826C839   343,317,412 1,086,310 SH   SOLE N/A 972,548 0 113,762
WABTEC COM 929740108   974,247,271 5,138,706 SH   SOLE N/A 5,051,837 0 86,869
WHITE MTNS INS GROUP LTD COM G9618E107   53,681,711 27,599 SH   SOLE N/A 27,599 0 0
WILLIAMS SONOMA INC COM 969904101   54,946,980 296,722 SH   SOLE N/A 296,722 0 0
WINMARK CORP COM 974250102   1,064,434 2,708 SH   SOLE N/A 2,708 0 0
WORKDAY INC CL A 98138H101   127,632,733 494,643 SH   SOLE N/A 476,884 0 17,759
ZOETIS INC CL A 98978V103   30,908,310 189,703 SH   SOLE N/A 140,766 0 48,937