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
ACI Worldwide COM 004498101   11,082,906 478,330 SH   SOLE   460,000 0 18,330
AeroVironment COM 008073108   149,447,854 1,461,164 SH   SOLE   774,966 0 686,198
Alarm.Com Holdings COM 011642105   9,763,799 188,928 SH   SOLE   580 0 188,348
ANSYS COM 03662Q105   91,941,553 278,383 SH   SOLE   111,752 0 166,631
Apple COM 037833100   255,265 1,316 SH   SOLE   0 0 1,316
AspenTech COM 29109X106   14,621,961 87,238 SH   SOLE   2,146 0 85,092
Azenta COM 114340102   16,512,023 353,728 SH   SOLE   190,949 0 162,779
Bio Techne COM 09073M104   73,508,468 900,508 SH   SOLE   381,614 0 518,894
Blackbaud COM 09227Q100   34,773,281 488,526 SH   SOLE   167,897 0 320,629
Cerence COM 156727109   26,010,637 889,861 SH   SOLE   318,958 0 570,903
Charles River Labs COM 159864107   38,475,750 183,000 SH   SOLE   144,000 0 39,000
Cognex COM 192422103   85,759,674 1,530,876 SH   SOLE   711,625 0 819,251
Cognyte Software COM M25133105   32,104,288 5,271,640 SH   SOLE   1,412,139 0 3,859,501
CommVault Systems COM 204166102   40,353,264 555,677 SH   SOLE   318,203 0 237,474
Costar Group COM 22160N109   74,183,369 833,521 SH   SOLE   347,229 0 486,292
CyberArk Software COM M2682V108   133,459,234 853,702 SH   SOLE   357,271 0 496,431
DexCom COM 252131107   37,346,420 290,611 SH   SOLE   6,479 0 284,132
Dolby Laboratories COM 25659T107   6,544,613 78,210 SH   SOLE   0 0 78,210
Dorman Products COM 258278100   10,884,846 138,080 SH   SOLE   120,000 0 18,080
FactSet Research COM 303075105   88,015,994 219,683 SH   SOLE   79,608 0 140,075
Forrester Research COM 346563109   3,733,701 128,350 SH   SOLE   21,000 0 107,350
Fortinet COM 34959E109   204,562,565 2,706,212 SH   SOLE   1,097,684 0 1,608,528
Forward Air COM 349853101   6,721,644 63,346 SH   SOLE   0 0 63,346
Franklin Electric COM 353514102   2,572,500 25,000 SH   SOLE   0 0 25,000
Gentex COM 371901109   69,986,555 2,391,885 SH   SOLE   1,197,079 0 1,194,806
Globant S.A. COM L44385109   428,632 2,385 SH   SOLE   0 0 2,385
Graham COM 384556106   322,040 24,250 SH   SOLE   0 0 24,250
Guidewire Software COM 40171V100   33,356,211 438,436 SH   SOLE   125,526 0 312,910
Haemonetics COM 405024100   6,895,914 80,995 SH   SOLE   14,500 0 66,495
ICON PLC COM G4705A100   140,519,576 561,629 SH   SOLE   298,234 0 263,395
IDEXX Lab COM 45168D104   165,995,051 330,516 SH   SOLE   153,288 0 177,228
Illumina COM 452327109   35,955,145 191,771 SH   SOLE   76,213 0 115,558
IPG Photonic COM 44980X109   2,630,154 19,365 SH   SOLE   0 0 19,365
Jack Henry & Associates COM 426281101   80,081,963 478,587 SH   SOLE   228,883 0 249,704
Kornit Digital COM M6372Q113   64,343,003 2,190,773 SH   SOLE   1,041,136 0 1,149,637
Kratos Defense COM 50077B207   17,429,037 1,215,414 SH   SOLE   764,000 0 451,414
LiveRamp Holdings COM 53815P108   22,425,798 785,217 SH   SOLE   480,000 0 305,217
Manhattan Assocs COM 562750109   224,510,213 1,123,225 SH   SOLE   556,224 0 567,001
Medpace Holdings COM 58506q109   102,978,652 428,774 SH   SOLE   180,662 0 248,112
Merit Medical Systems COM 589889104   4,360,571 52,135 SH   SOLE   0 0 52,135
Monolithic Power Systems COM 609839105   4,510,380 8,349 SH   SOLE   0 0 8,349
Morningstar COM 617700109   32,897,017 167,782 SH   SOLE   98,341 0 69,441
National Instruments COM 636518102   26,327,199 458,662 SH   SOLE   10,576 0 448,086
Neogen COM 640491106   4,886,224 224,654 SH   SOLE   859 0 223,795
NICE COM 653656108   102,222,869 495,026 SH   SOLE   205,714 0 289,312
O'Reilly Automotive COM 67103H107   716,475 750 SH   SOLE   0 0 750
OraSure Tech COM 68554V108   9,810,211 1,958,126 SH   SOLE   1,585,000 0 373,126
Paycom Software COM 70432V102   38,590,561 120,130 SH   SOLE   34,728 0 85,402
Qualys COM 74758T303   90,069,853 697,297 SH   SOLE   313,545 0 383,752
QuidelOrtho COM 219798105   8,893,530 107,332 SH   SOLE   54,000 0 53,332
RBC Bearings COM 75524b104   47,738,797 219,519 SH   SOLE   28,609 0 190,910
Repligen COM 759916109   32,309,605 228,401 SH   SOLE   58,340 0 170,061
ResMed COM 761152107   104,249,409 477,114 SH   SOLE   214,811 0 262,303
SEI Investments COM 784117103   21,904,805 367,407 SH   SOLE   225,700 0 141,707
Spdr S&P 500 Series 1 COM 78462F103   950,836 2,145 SH   SOLE   0 0 2,145
SPS Commerce COM 78463m107   33,428,811 174,054 SH   SOLE   3,000 0 171,054
STAAR Surgical COM 852312305   7,921,984 150,694 SH   SOLE   6,302 0 144,392
Tradeweb Markets COM 892672106   21,167,579 309,106 SH   SOLE   6,669 0 302,437
Trimble COM 896239100   6,988,080 132,000 SH   SOLE   110,000 0 22,000
Tyler Technologies COM 902252105   7,314,463 17,563 SH   SOLE   44 0 17,519
Varonis Systems COM 922280102   346,290 12,994 SH   SOLE   0 0 12,994
Veeva Systems COM 922475108   63,667,083 321,990 SH   SOLE   133,776 0 188,214
Verint Systems COM 92343X100   47,466,507 1,353,865 SH   SOLE   877,819 0 476,046
Zebra Technologies COM 989207105   325,413 1,100 SH   SOLE   0 0 1,100