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   7,308,559 653,425 SH   SOLE N/A 653,425 0 0
ADOBE INC COM 00724F101   46,067,599 82,924 SH   SOLE N/A 80,192 0 2,732
ALARM COM HLDGS INC COM 011642105   1,945,214 30,614 SH   SOLE N/A 30,614 0 0
ALBANY INTL CORP CL A 012348108   2,318,406 27,453 SH   SOLE N/A 27,453 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   2,547,564 89,451 SH   SOLE N/A 89,451 0 0
ALPHABET INC CAP STK CL C 02079K107   114,612,188 624,862 SH   SOLE N/A 605,107 0 19,755
ALTAIR ENGR INC COM CL A 021369103   2,137,065 21,789 SH   SOLE N/A 21,789 0 0
AMAZON COM INC COM 023135106   101,408,711 524,754 SH   SOLE N/A 507,792 0 16,962
AMPHENOL CORP NEW CL A 032095101   211,517,075 3,139,633 SH   SOLE N/A 3,031,865 0 107,768
API GROUP CORP COM STK 00187Y100   92,742,785 2,464,597 SH   SOLE N/A 1,979,075 0 485,522
APOLLO GLOBAL MGMT INC COM 03769M106   307,747,212 2,606,481 SH   SOLE N/A 2,367,386 0 239,095
AUTODESK INC COM 052769106   44,035,707 177,958 SH   SOLE N/A 172,066 0 5,892
AVIAT NETWORKS INC COM NEW 05366Y201   10,907,479 380,184 SH   SOLE N/A 380,184 0 0
BADGER METER INC COM 056525108   2,282,415 12,248 SH   SOLE N/A 12,248 0 0
BARNES GROUP INC COM 067806109   11,764,291 284,093 SH   SOLE N/A 284,093 0 0
BIO RAD LABS INC CL A 090572207   177,390,953 649,522 SH   SOLE N/A 649,522 0 0
BIO-TECHNE CORP COM 09073M104   180,273,764 2,516,033 SH   SOLE N/A 2,412,161 0 103,872
BLOOM ENERGY CORP COM CL A 093712107   6,177,442 504,693 SH   SOLE N/A 504,693 0 0
BOOT BARN HLDGS INC COM 099406100   1,997,126 15,490 SH   SOLE N/A 15,490 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   115,325,984 4,202,842 SH   SOLE N/A 4,113,471 0 89,371
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   123,319,972 4,978,602 SH   SOLE N/A 4,879,169 0 99,433
BROWN & BROWN INC COM 115236101   1,174,292,700 13,133,796 SH   SOLE N/A 12,762,901 0 370,895
BURLINGTON STORES INC COM 122017106   52,032,480 216,802 SH   SOLE N/A 174,105 0 42,697
BWX TECHNOLOGIES INC COM 05605H100   68,228,810 718,198 SH   SOLE N/A 718,198 0 0
CACI INTL INC CL A 127190304   62,416,594 145,111 SH   SOLE N/A 145,111 0 0
CARGURUS INC COM CL A 141788109   30,017,130 1,145,692 SH   SOLE N/A 1,145,692 0 0
CASELLA WASTE SYS INC CL A 147448104   2,987,316 30,108 SH   SOLE N/A 30,108 0 0
CBIZ INC COM 124805102   83,775,089 1,130,568 SH   SOLE N/A 1,130,568 0 0
CDW CORP COM 12514G108   1,086,435,868 4,853,627 SH   SOLE N/A 4,696,474 0 157,153
CERTARA INC COM 15687V109   2,202,261 159,008 SH   SOLE N/A 159,008 0 0
CHEFS WHSE INC COM 163086101   3,420,091 87,448 SH   SOLE N/A 87,448 0 0
CINCINNATI FINL CORP COM 172062101   124,792,963 1,056,672 SH   SOLE N/A 1,056,672 0 0
CINTAS CORP COM 172908105   27,788,418 39,683 SH   SOLE N/A 39,683 0 0
CITIZENS FINL GROUP INC COM 174610105   1,174,578 32,600 SH Call SOLE N/A 32,600 0 0
CLEAN HARBORS INC COM 184496107   412,580,371 1,824,366 SH   SOLE N/A 1,744,969 0 79,397
CLEARFIELD INC COM 18482P103   453,080 11,750 SH   SOLE N/A 11,750 0 0
COHERENT CORP COM 19247G107   46,219,625 637,864 SH   SOLE N/A 637,864 0 0
COHERENT CORP COM 19247G107   11,658,814 160,900 SH Call SOLE N/A 160,900 0 0
COMPASS MINERALS INTL INC COM 20451N101   30,127,001 2,916,457 SH   SOLE N/A 2,916,457 0 0
CORE & MAIN INC CL A 21874C102   754,986,466 15,426,777 SH   SOLE N/A 14,861,601 0 565,176
COSTAR GROUP INC COM 22160N109   60,761,437 819,550 SH   SOLE N/A 819,550 0 0
CRANE COMPANY COMMON STOCK 224408104   21,158,816 145,943 SH   SOLE N/A 145,943 0 0
CRH PLC ORD G25508105   1,095,586,616 14,611,718 SH   SOLE N/A 14,217,952 0 393,766
CSW INDUSTRIALS INC COM 126402106   1,815,251 6,842 SH   SOLE N/A 6,842 0 0
CURTISS WRIGHT CORP COM 231561101   95,864,053 353,768 SH   SOLE N/A 353,768 0 0
CVS HEALTH CORP COM 126650100   88,590,000 1,500,000 SH Call SOLE N/A 1,500,000 0 0
DANAHER CORPORATION COM 235851102   100,443,947 402,017 SH   SOLE N/A 340,839 0 61,178
DAYFORCE INC COM 15677J108   721,310,133 14,542,543 SH   SOLE N/A 14,096,387 0 446,156
DOCUSIGN INC COM 256163106   35,279,612 659,432 SH   SOLE N/A 587,348 0 72,084
DUCKHORN PORTFOLIO INC COM 26414D106   42,008,634 5,916,709 SH   SOLE N/A 5,593,325 0 323,384
EBAY INC. COM 278642103   11,238,224 209,200 SH Call SOLE N/A 209,200 0 0
ELI LILLY & CO COM 532457108   7,061,964 7,800 SH Put SOLE N/A 7,800 0 0
EMCOR GROUP INC COM 29084Q100   426,099,471 1,167,140 SH   SOLE N/A 1,148,197 0 18,943
ENERGY RECOVERY INC COM 29270J100   1,089,767 81,999 SH   SOLE N/A 81,999 0 0
ENOVIS CORPORATION COM 194014502   25,160,038 556,638 SH   SOLE N/A 556,638 0 0
ENTEGRIS INC COM 29362U104   568,754,876 4,200,553 SH   SOLE N/A 4,073,097 0 127,456
ENVESTNET INC COM 29404K106   967,516 15,458 SH   SOLE N/A 15,458 0 0
ESCO TECHNOLOGIES INC COM 296315104   41,539,118 395,460 SH   SOLE N/A 395,460 0 0
FORMFACTOR INC COM 346375108   818,002 13,514 SH   SOLE N/A 13,514 0 0
FORTIVE CORP COM 34959J108   195,721,367 2,641,314 SH   SOLE N/A 2,292,688 0 348,626
FORTUNE BRANDS INNOVATIONS I COM 34964C106   410,866,094 6,326,857 SH   SOLE N/A 6,166,371 0 160,486
GARMIN LTD SHS H2906T109   326,909,244 2,006,563 SH   SOLE N/A 2,006,563 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   9,466,753 187,238 SH   SOLE N/A 187,238 0 0
GLOBUS MED INC CL A 379577208   91,710,987 1,339,042 SH   SOLE N/A 1,339,042 0 0
GOGO INC COM 38046C109   2,763,884 287,306 SH   SOLE N/A 287,306 0 0
GRAIL INC COM 384747101   2,448,748 159,320 SH   SOLE N/A 128,392 0 30,928
HIMS & HERS HEALTH INC COM CL A 433000106   1,362,825 67,500 SH Put SOLE N/A 67,500 0 0
HOLOGIC INC COM 436440101   25,097,985 338,020 SH   SOLE N/A 271,519 0 66,501
HUB GROUP INC CL A 443320106   79,055,040 1,836,354 SH   SOLE N/A 1,836,354 0 0
HYATT HOTELS CORP COM CL A 448579102   152,930,724 1,006,653 SH   SOLE N/A 1,006,653 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,451,318 65,730 SH   SOLE N/A 65,730 0 0
ILLUMINA INC COM 452327109   99,782,061 955,950 SH   SOLE N/A 770,369 0 185,581
INTEL CORP COM 458140100   24,897,031 803,908 SH   SOLE N/A 803,908 0 0
INTEL CORP COM 458140100   18,297,076 590,800 SH Call SOLE N/A 590,800 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   15,943,863 598,943 SH   SOLE N/A 598,943 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   17,835,400 670,000 SH Call SOLE N/A 670,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   25,470,200 980,000 SH Call SOLE N/A 980,000 0 0
ITRON INC COM 465741106   59,759,668 603,877 SH   SOLE N/A 603,877 0 0
ITT INC COM 45073V108   431,511,839 3,340,392 SH   SOLE N/A 3,233,572 0 106,820
JONES LANG LASALLE INC COM 48020Q107   55,151,551 268,665 SH   SOLE N/A 268,665 0 0
KADANT INC COM 48282T104   3,973,375 13,525 SH   SOLE N/A 13,525 0 0
KIRBY CORP COM 497266106   65,928,247 550,641 SH   SOLE N/A 550,641 0 0
LABCORP HOLDINGS INC COM SHS 504922105   73,928,060 363,265 SH   SOLE N/A 363,265 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   82,878,994 693,374 SH   SOLE N/A 693,374 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,213,053,063 12,940,613 SH   SOLE N/A 12,533,723 0 406,890
LOAR HOLDINGS INC COM SHS 53947R105   911,281 17,062 SH   SOLE N/A 17,062 0 0
LUMENTUM HLDGS INC COM 55024U109   2,914,101 57,229 SH   SOLE N/A 57,229 0 0
MARKEL GROUP INC COM 570535104   19,951,007 12,662 SH   SOLE N/A 12,662 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,135,915,666 2,096,559 SH   SOLE N/A 2,033,137 0 63,422
MATTHEWS INTL CORP CL A 577128101   4,599,405 183,609 SH   SOLE N/A 183,609 0 0
MESA LABS INC COM 59064R109   717,848 8,273 SH   SOLE N/A 8,273 0 0
META PLATFORMS INC CL A 30303M102   57,837,564 114,707 SH   SOLE N/A 110,666 0 4,041
METTLER TOLEDO INTERNATIONAL COM 592688105   17,959,032 12,850 SH   SOLE N/A 12,400 0 450
MICROSOFT CORP COM 594918104   88,025,909 196,948 SH   SOLE N/A 190,471 0 6,477
MIDDLEBY CORP COM 596278101   779,834,912 6,360,288 SH   SOLE N/A 6,148,489 0 211,799
MIRION TECHNOLOGIES INC COM CL A 60471A101   62,118,957 5,783,888 SH   SOLE N/A 5,783,888 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   6,659,993 237,137 SH   SOLE N/A 237,137 0 0
MOHAWK INDS INC COM 608190104   193,380,160 1,702,440 SH   SOLE N/A 1,702,440 0 0
MOODYS CORP COM 615369105   49,072,019 116,580 SH   SOLE N/A 112,447 0 4,133
MORNINGSTAR INC COM 617700109   720,198,897 2,434,338 SH   SOLE N/A 2,330,643 0 103,695
MSCI INC COM 55354G100   34,165,228 70,919 SH   SOLE N/A 68,405 0 2,514
MYR GROUP INC DEL COM 55405W104   1,610,063 11,864 SH   SOLE N/A 11,864 0 0
NATIONAL RESH CORP COM NEW 637372202   815,574 35,537 SH   SOLE N/A 35,537 0 0
NCINO INC COM 63947X101   799,962 25,436 SH   SOLE N/A 25,436 0 0
NEOGEN CORP COM 640491106   242,740,762 15,530,439 SH   SOLE N/A 14,319,636 0 1,210,803
NVIDIA CORPORATION COM 67066G104   321,204 2,600 SH Call SOLE N/A 2,600 0 0
ON HLDG AG NAMEN AKT A H5919C104   287,811,067 7,417,811 SH   SOLE N/A 7,417,811 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   104,688,866 6,811,247 SH   SOLE N/A 6,811,247 0 0
OUTFRONT MEDIA INC COM 69007J106   879,336 61,492 SH   SOLE N/A 61,492 0 0
PAYCHEX INC COM 704326107   177,658,129 1,498,466 SH   SOLE N/A 1,415,563 0 82,903
PAYPAL HLDGS INC COM 70450Y103   90,770,816 1,564,205 SH   SOLE N/A 1,256,153 0 308,052
PAYPAL HLDGS INC COM 70450Y103   266,938 4,600 SH Call SOLE N/A 4,600 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   1,831,747 541,937 SH   SOLE N/A 541,937 0 0
PHREESIA INC COM 71944F106   336,190 15,858 SH   SOLE N/A 15,858 0 0
PINTEREST INC CL A 72352L106   71,130,831 1,614,042 SH   SOLE N/A 1,614,042 0 0
PINTEREST INC CL A 72352L106   5,231,109 118,700 SH Call SOLE N/A 118,700 0 0
POLARIS INC COM 731068102   31,377,251 400,680 SH   SOLE N/A 400,680 0 0
POLARIS INC COM 731068102   2,458,934 31,400 SH Call SOLE N/A 31,400 0 0
POOL CORP COM 73278L105   112,455,735 365,912 SH   SOLE N/A 353,042 0 12,870
PORTILLOS INC COM CL A 73642K106   1,092,761 112,424 SH   SOLE N/A 112,424 0 0
PTC INC COM 69370C100   119,014,379 655,113 SH   SOLE N/A 625,027 0 30,086
QUANTA SVCS INC COM 74762E102   336,375,776 1,323,845 SH   SOLE N/A 1,268,102 0 55,743
REVVITY INC COM 714046109   772,933,231 7,371,097 SH   SOLE N/A 7,164,044 0 207,053
ROLLINS INC COM 775711104   97,202,268 1,992,258 SH   SOLE N/A 1,892,904 0 99,354
S&P GLOBAL INC COM 78409V104   105,925,000 237,500 SH   SOLE N/A 235,283 0 2,217
SALESFORCE INC COM 79466L302   143,082,063 556,523 SH   SOLE N/A 537,606 0 18,917
SALESFORCE INC COM 79466L302   617,040 2,400 SH Call SOLE N/A 2,400 0 0
SERVICE CORP INTL COM 817565104   514,965,765 7,239,783 SH   SOLE N/A 7,031,450 0 208,333
SHOPIFY INC CL A 82509L107   71,301,569 1,079,509 SH   SOLE N/A 1,079,509 0 0
SIGNET JEWELERS LIMITED SHS G81276100   622,561,740 6,949,785 SH   SOLE N/A 6,747,751 0 202,034
SMITH A O CORP COM 831865209   315,054,751 3,852,467 SH   SOLE N/A 3,748,522 0 103,945
SOUTHSTATE CORPORATION COM 840441109   11,889,347 155,579 SH   SOLE N/A 155,579 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   44,146,801 140,689 SH   SOLE N/A 140,689 0 0
SPS COMM INC COM 78463M107   1,715,831 9,119 SH   SOLE N/A 9,119 0 0
SPX TECHNOLOGIES INC COM 78473E103   24,904,065 175,208 SH   SOLE N/A 175,208 0 0
STERIS PLC SHS USD G8473T100   160,889,450 732,848 SH   SOLE N/A 675,699 0 57,149
SUMMIT MATLS INC CL A 86614U100   2,750,326 75,125 SH   SOLE N/A 75,125 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   434,189,373 2,498,069 SH   SOLE N/A 2,462,827 0 35,242
TELEDYNE TECHNOLOGIES INC COM 879360105   380,134,656 979,779 SH   SOLE N/A 941,954 0 37,825
TEMPUR SEALY INTL INC COM 88023U101   1,064,630,728 22,489,031 SH   SOLE N/A 21,795,766 0 693,265
TENABLE HLDGS INC COM 88025T102   2,182,661 50,084 SH   SOLE N/A 50,084 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   1,045,017 29,462 SH   SOLE N/A 29,462 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   181,883,912 328,904 SH   SOLE N/A 287,696 0 41,208
TORO CO COM 891092108   516,119,749 5,519,407 SH   SOLE N/A 5,341,557 0 177,850
TRACTOR SUPPLY CO COM 892356106   421,223,220 1,560,086 SH   SOLE N/A 1,509,206 0 50,880
TRIMBLE INC COM 896239100   486,834,152 8,705,904 SH   SOLE N/A 8,376,553 0 329,351
TRINET GROUP INC COM 896288107   6,652,300 66,523 SH   SOLE N/A 66,523 0 0
UFP TECHNOLOGIES INC COM 902673102   1,384,262 5,246 SH   SOLE N/A 5,246 0 0
V F CORP COM 918204108   3,092,850 229,100 SH Call SOLE N/A 229,100 0 0
VAIL RESORTS INC COM 91879Q109   339,449,941 1,884,472 SH   SOLE N/A 1,823,127 0 61,345
VERRA MOBILITY CORP CL A COM STK 92511U102   2,441,173 89,749 SH   SOLE N/A 89,749 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   145,988,566 4,301,372 SH   SOLE N/A 4,301,372 0 0
VISA INC COM CL A 92826C839   271,970,889 1,036,198 SH   SOLE N/A 950,438 0 85,760
WABTEC COM 929740108   894,948,800 5,662,441 SH   SOLE N/A 5,459,398 0 203,043
WHITE MTNS INS GROUP LTD COM G9618E107   107,885,649 59,361 SH   SOLE N/A 59,361 0 0
WILLIAMS SONOMA INC COM 969904101   42,218,268 149,514 SH   SOLE N/A 149,514 0 0
WOLFSPEED INC COM 977852102   22,843,962 1,003,689 SH   SOLE N/A 1,003,689 0 0
WOLVERINE WORLD WIDE INC COM 978097103   10,498,591 776,523 SH   SOLE N/A 776,523 0 0
WORKDAY INC CL A 98138H101   32,397,645 144,917 SH   SOLE N/A 140,059 0 4,858
ZOETIS INC CL A 98978V103   14,996,507 86,505 SH   SOLE N/A 69,499 0 17,006