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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 96,135 346,246 SH   SOLE N/A 342,103 0 4,143
ADOBE SYSTEMS INCORPORATED COM 00724F101 58,696 160,346 SH   SOLE N/A 152,483 0 7,863
ADVANCED DRAIN SYS INC DEL COM 00790R104 166,936 1,853,398 SH   SOLE N/A 1,730,231 0 123,167
AGILENT TECHNOLOGIES INC COM 00846U101 8,365 70,429 SH   SOLE N/A 66,585 0 3,844
ALKAMI TECHNOLOGY INC COM 01644J108 679 48,875 SH   SOLE N/A 48,875 0 0
ALPHABET INC CAP STK CL C 02079K107 181,123 82,801 SH   SOLE N/A 78,827 0 3,974
ALTAIR ENGR INC COM CL A 021369103 1,462 27,857 SH   SOLE N/A 27,857 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 198,285 17,735,677 SH   SOLE N/A 16,937,815 0 797,862
AMPHENOL CORP NEW CL A 032095101 411,036 6,384,536 SH   SOLE N/A 6,141,899 0 242,637
ANSYS INC COM 03662Q105 307,936 1,286,875 SH   SOLE N/A 1,286,875 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 238,221 4,913,790 SH   SOLE N/A 4,641,548 0 272,242
ARCO PLATFORM LTD COM CL A G04553106 770 51,583 SH   SOLE N/A 51,583 0 0
AUTODESK INC COM 052769106 45,818 266,446 SH   SOLE N/A 252,252 0 14,194
AVIAT NETWORKS INC COM NEW 05366Y201 9,798 391,281 SH   SOLE N/A 391,281 0 0
BADGER METER INC COM 056525108 1,442 17,823 SH   SOLE N/A 17,823 0 0
BHP GROUP LTD SPONSORED ADS 088606108 164,327 2,925,000 SH Put SOLE N/A 2,925,000 0 0
BIO-TECHNE CORP COM 09073M104 458,061 1,321,431 SH   SOLE N/A 1,304,323 0 17,108
BLACKSTONE INC COM 09260D107 4,753 52,104 SH   SOLE N/A 48,861 0 3,243
BOOT BARN HLDGS INC COM 099406100 1,458 21,161 SH   SOLE N/A 21,161 0 0
BROADCOM INC COM 11135F101 37,493 77,176 SH   SOLE N/A 77,176 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 15,979 418,087 SH   SOLE N/A 418,087 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 89,992 2,585,985 SH   SOLE N/A 2,494,871 0 91,114
BROWN & BROWN INC COM 115236101 1,104,372 18,929,929 SH   SOLE N/A 18,281,264 0 648,665
BTRS HOLDINGS INC COM CL 1 11778X104 353 70,950 SH   SOLE N/A 70,950 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 273 5,085 SH   SOLE N/A 5,085 0 0
CARNIVAL CORP COMMON STOCK 143658300 11,937 1,380,000 SH Call SOLE N/A 1,380,000 0 0
CASELLA WASTE SYS INC CL A 147448104 801 11,021 SH   SOLE N/A 11,021 0 0
CDW CORP COM 12514G108 1,144,807 7,265,848 SH   SOLE N/A 7,022,341 0 243,507
CERIDIAN HCM HLDG INC COM 15677J108 971,472 20,634,489 SH   SOLE N/A 20,083,275 0 551,214
CHEFS WHSE INC COM 163086101 1,420 36,516 SH   SOLE N/A 36,516 0 0
CINTAS CORP COM 172908105 61,127 163,648 SH   SOLE N/A 163,648 0 0
CLARIVATE PLC ORD SHS G21810109 191,751 13,834,832 SH   SOLE N/A 13,110,626 0 724,206
CORE & MAIN INC CL A 21874C102 249,053 11,168,290 SH   SOLE N/A 10,810,531 0 357,759
COSTAR GROUP INC COM 22160N109 27,447 454,338 SH   SOLE N/A 433,012 0 21,326
COVETRUS INC COM 22304C100 1,230 59,274 SH   SOLE N/A 59,274 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,875 60,526 SH   SOLE N/A 60,526 0 0
CURTISS WRIGHT CORP COM 231561101 60,676 459,459 SH   SOLE N/A 459,459 0 0
DANAHER CORPORATION COM 235851102 187,724 740,469 SH   SOLE N/A 699,114 0 41,355
DELUXE CORP COM 248019101 773 35,675 SH   SOLE N/A 35,675 0 0
DOCUSIGN INC COM 256163106 28,227 491,936 SH   SOLE N/A 469,776 0 22,160
DUCKHORN PORTFOLIO INC COM 26414D106 146,826 6,971,781 SH   SOLE N/A 6,821,303 0 150,478
ECOLAB INC COM 278865100 73,538 478,262 SH   SOLE N/A 478,262 0 0
ENDAVA PLC ADS 29260V105 723 8,186 SH   SOLE N/A 8,186 0 0
ENERGY RECOVERY INC COM 29270J100 2,934 151,062 SH   SOLE N/A 151,062 0 0
ENTEGRIS INC COM 29362U104 890,212 9,662,561 SH   SOLE N/A 9,386,940 0 275,621
EVO PMTS INC CL A COM 26927E104 2,301 97,828 SH   SOLE N/A 97,828 0 0
FASTENAL CO COM 311900104 405,482 8,122,644 SH   SOLE N/A 8,122,644 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 873,965 9,533,813 SH   SOLE N/A 9,195,885 0 337,928
FIRST ADVANTAGE CORP NEW COM 31846B108 741 58,473 SH   SOLE N/A 58,473 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 797,706 5,531,945 SH   SOLE N/A 5,332,889 0 199,056
FORMFACTOR INC COM 346375108 27,099 699,691 SH   SOLE N/A 699,691 0 0
FORTIVE CORP COM 34959J108 193,831 3,564,387 SH   SOLE N/A 3,355,669 0 208,718
FRANCHISE GROUP INC COM 35180X105 1,329 37,895 SH   SOLE N/A 37,895 0 0
FREEPORT-MCMORAN INC CL B 35671D857 76,076 2,600,000 SH Put SOLE N/A 2,600,000 0 0
GARMIN LTD SHS H2906T109 228 2,325 SH   SOLE N/A 2,325 0 0
GLOBAL WTR RES INC COM 379463102 539 40,777 SH   SOLE N/A 40,777 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 11,522 285,615 SH   SOLE N/A 285,615 0 0
GODADDY INC CL A 380237107 196,466 2,824,411 SH   SOLE N/A 2,702,268 0 122,143
GRAPHIC PACKAGING HLDG CO COM 388689101 27,284 1,330,912 SH   SOLE N/A 1,330,912 0 0
GRIFFON CORP COM 398433102 714 25,465 SH   SOLE N/A 25,465 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 1,352 50,150 SH   SOLE N/A 50,150 0 0
IDEXX LABS INC COM 45168D104 426,181 1,215,127 SH   SOLE N/A 1,185,286 0 29,841
II-VI INC COM 902104108 18,026 353,805 SH   SOLE N/A 353,805 0 0
ILLUMINA INC COM 452327109 267,612 1,451,574 SH   SOLE N/A 1,380,854 0 70,720
INTEL CORP COM 458140100 1,715 45,844 SH   SOLE N/A 45,844 0 0
INTEL CORP COM 458140100 33,669 900,000 SH Call SOLE N/A 900,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 349,362 6,350,882 SH   SOLE N/A 6,015,937 0 334,945
INTUIT COM 461202103 65,332 169,501 SH   SOLE N/A 169,501 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,428,654 8,665,100 SH Put SOLE N/A 8,665,100 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 82,443 2,194,964 SH   SOLE N/A 2,194,964 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,507,135 8,899,000 SH Put SOLE N/A 8,899,000 0 0
JACOBS ENGR GROUP INC COM 469814107 679,781 5,347,135 SH   SOLE N/A 5,223,263 0 123,872
KADANT INC COM 48282T104 3,465 19,004 SH   SOLE N/A 19,004 0 0
KINSALE CAP GROUP INC COM 49714P108 2,636 11,478 SH   SOLE N/A 11,478 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 131,820 1,498,461 SH   SOLE N/A 1,498,461 0 0
LATHAM GROUP INC COM 51819L107 101 14,636 SH   SOLE N/A 14,636 0 0
LAUDER ESTEE COS INC CL A 518439104 1,129 4,432 SH   SOLE N/A 4,432 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 20,102 2,481,711 SH   SOLE N/A 2,481,711 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 807,302 9,775,997 SH   SOLE N/A 9,508,402 0 267,595
LIVE OAK BANCSHARES INC COM 53803X105 305 9,012 SH   SOLE N/A 9,012 0 0
LULULEMON ATHLETICA INC COM 550021109 88,293 323,880 SH   SOLE N/A 319,378 0 4,502
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,679 36,414 SH   SOLE N/A 36,414 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 543,055 19,114,926 SH   SOLE N/A 18,513,944 0 600,982
MARTIN MARIETTA MATLS INC COM 573284106 1,195,309 3,994,483 SH   SOLE N/A 3,871,085 0 123,398
MARVELL TECHNOLOGY INC COM 573874104 6,119 140,581 SH   SOLE N/A 140,581 0 0
MASTERCARD INCORPORATED CL A 57636Q104 84,179 266,827 SH   SOLE N/A 255,687 0 11,140
MICROSOFT CORP COM 594918104 56,393 219,574 SH   SOLE N/A 210,129 0 9,445
MIDDLEBY CORP COM 596278101 359,485 2,867,622 SH   SOLE N/A 2,829,631 0 37,991
MODEL N INC COM 607525102 1,368 53,479 SH   SOLE N/A 53,479 0 0
MOODYS CORP COM 615369105 54,664 200,992 SH   SOLE N/A 200,992 0 0
MORNINGSTAR INC COM 617700109 990,976 4,097,822 SH   SOLE N/A 3,904,103 0 193,719
NATIONAL RESH CORP COM NEW 637372202 2,177 56,881 SH   SOLE N/A 56,881 0 0
NCINO INC COM 63947X101 571 18,462 SH   SOLE N/A 18,462 0 0
NEOGEN CORP COM 640491106 142,660 5,921,955 SH   SOLE N/A 5,921,955 0 0
NIKE INC CL B 654106103 984 9,630 SH   SOLE N/A 9,630 0 0
NOVA LTD COM M7516K103 820 9,260 SH   SOLE N/A 9,260 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 38,174 5,324,062 SH   SOLE N/A 5,324,062 0 0
PAYCHEX INC COM 704326107 243,615 2,139,412 SH   SOLE N/A 2,065,533 0 73,879
PERFICIENT INC COM 71375U101 2,086 22,746 SH   SOLE N/A 22,746 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 147,925 13,646,198 SH   SOLE N/A 13,646,198 0 0
PERKINELMER INC COM 714046109 1,053,728 7,409,141 SH   SOLE N/A 7,213,879 0 195,262
PINTEREST INC CL A 72352L106 22,780 1,254,400 SH Call SOLE N/A 1,254,400 0 0
PINTEREST INC CL A 72352L106 66,121 3,641,049 SH   SOLE N/A 3,641,049 0 0
POOL CORP COM 73278L105 421,302 1,199,504 SH   SOLE N/A 1,161,414 0 38,090
PORTILLOS INC COM CL A 73642K106 28,960 1,771,233 SH   SOLE N/A 1,771,233 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106 126,886 10,529,966 SH   SOLE N/A 10,335,043 0 194,923
PTC INC COM 69370C100 164,595 1,547,821 SH   SOLE N/A 1,547,821 0 0
QORVO INC COM 74736K101 70,939 752,114 SH   SOLE N/A 730,073 0 22,041
QUALCOMM INC COM 747525103 200,552 1,570,000 SH Call SOLE N/A 1,570,000 0 0
QUALCOMM INC COM 747525103 105,622 826,852 SH   SOLE N/A 805,606 0 21,246
REPAY HLDGS CORP COM CL A 76029L100 1,734 134,907 SH   SOLE N/A 134,907 0 0
REPLIGEN CORP COM 759916109 717 4,418 SH   SOLE N/A 5 0 4,413
ROCKY BRANDS INC COM 774515100 1,685 49,309 SH   SOLE N/A 49,309 0 0
ROLLINS INC COM 775711104 430,142 12,317,919 SH   SOLE N/A 12,052,262 0 265,657
S&P GLOBAL INC COM 78409V104 158,164 469,247 SH   SOLE N/A 462,174 0 7,073
SAIA INC COM 78709Y105 144,269 767,389 SH   SOLE N/A 734,832 0 32,557
SALESFORCE INC COM 79466L302 111,537 675,815 SH   SOLE N/A 658,063 0 17,752
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 409,084 9,902,793 SH   SOLE N/A 9,358,982 0 543,811
SERVICE CORP INTL COM 817565104 352,019 5,092,867 SH   SOLE N/A 4,945,039 0 147,828
SHERWIN WILLIAMS CO COM 824348106 72,683 324,607 SH   SOLE N/A 324,607 0 0
SHOTSPOTTER INC COM 82536T107 1,929 71,689 SH   SOLE N/A 71,689 0 0
SI-BONE INC COM 825704109 552 41,841 SH   SOLE N/A 41,841 0 0
SIGNET JEWELERS LIMITED SHS G81276100 540,780 10,115,606 SH   SOLE N/A 9,913,273 0 202,333
SILICON LABORATORIES INC COM 826919102 16,473 117,480 SH   SOLE N/A 117,480 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 70,787 764,113 SH   SOLE N/A 738,284 0 25,829
SOUTHSTATE CORPORATION COM 840441109 256,599 3,325,978 SH   SOLE N/A 3,325,978 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,356 121,032 SH   SOLE N/A 121,032 0 0
SPROUT SOCIAL INC COM CL A 85209W109 296 5,102 SH   SOLE N/A 5,102 0 0
SPS COMM INC COM 78463M107 911 8,062 SH   SOLE N/A 8,062 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 606,490 10,444,122 SH   SOLE N/A 10,077,285 0 366,837
STAGWELL INC COM CL A 85256A109 27,508 5,065,885 SH   SOLE N/A 5,065,885 0 0
STERIS PLC SHS USD G8473T100 323,145 1,567,525 SH   SOLE N/A 1,483,571 0 83,954
SUMMIT MATLS INC CL A 86614U100 5,081 218,142 SH   SOLE N/A 218,142 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 64,331 786,927 SH   SOLE N/A 786,927 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 892,974 2,380,566 SH   SOLE N/A 2,309,771 0 70,795
TEMPUR SEALY INTL INC COM 88023U101 145,447 6,806,133 SH   SOLE N/A 6,806,133 0 0
TENABLE HLDGS INC COM 88025T102 1,533 33,761 SH   SOLE N/A 33,761 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 168,098 309,414 SH   SOLE N/A 291,138 0 18,276
TORO CO COM 891092108 457,365 6,034,637 SH   SOLE N/A 5,844,731 0 189,906
TRACTOR SUPPLY CO COM 892356106 438,634 2,262,752 SH   SOLE N/A 2,180,156 0 82,596
TRANSDIGM GROUP INC COM 893641100 80,162 149,369 SH   SOLE N/A 147,179 0 2,190
TRANSUNION COM 89400J107 399,407 4,993,209 SH   SOLE N/A 4,808,833 0 184,376
TRIMBLE INC COM 896239100 474,985 8,157,044 SH   SOLE N/A 7,992,922 0 164,122
TRIPADVISOR INC COM 896945201 43,441 2,440,507 SH   SOLE N/A 2,440,507 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 9,840 991,953 SH   SOLE N/A 991,953 0 0
V F CORP COM 918204108 63,080 1,428,110 SH   SOLE N/A 1,428,110 0 0
VAIL RESORTS INC COM 91879Q109 177,307 813,147 SH   SOLE N/A 813,147 0 0
VISA INC COM CL A 92826C839 354,429 1,800,139 SH   SOLE N/A 1,698,617 0 101,522
WABTEC COM 929740108 343,467 4,184,542 SH   SOLE N/A 4,143,026 0 41,516
WHITE MTNS INS GROUP LTD COM G9618E107 74,795 60,022 SH   SOLE N/A 60,022 0 0
WILLIAMS SONOMA INC COM 969904101 104,021 937,544 SH   SOLE N/A 896,243 0 41,301
WOLFSPEED INC COM 977852102 20,720 326,551 SH   SOLE N/A 326,551 0 0
WOLVERINE WORLD WIDE INC COM 978097103 31,754 1,575,080 SH   SOLE N/A 1,575,080 0 0
XOMETRY INC CLASS A COM 98423F109 1,148 33,833 SH   SOLE N/A 33,833 0 0
ZOETIS INC CL A 98978V103 15,282 88,904 SH   SOLE N/A 83,370 0 5,534
ZUMIEZ INC COM 989817101 1,037 39,878 SH   SOLE N/A 39,878 0 0