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
ALARM COM HLDGS INC COM 011642105 31,066 300,300 SH   SOLE   250,500 0 49,800
AMERICAN WTR WKS CO INC NEW COM 030420103 12,316 80,250 SH   SOLE   80,250 0 0
ANSYS INC COM 03662Q105 34,652 95,250 SH   SOLE   95,250 0 0
BADGER METER INC COM 056525108 19,376 206,000 SH   SOLE   206,000 0 0
BRUKER CORP COM 116794108 23,081 426,400 SH   SOLE   379,000 0 47,400
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2,730 45,600 SH   SOLE   0 0 45,600
COGNEX CORP COM 192422103 30,284 377,200 SH   SOLE   377,200 0 0
CSW INDUSTRIALS INC COM 126402106 6,189 55,300 SH   SOLE   0 0 55,300
CYBERARK SOFTWARE LTD SHS M2682V108 18,421 114,000 SH   SOLE   114,000 0 0
EXPONENT INC COM 30214U102 5,483 60,900 SH   SOLE   0 0 60,900
FACTSET RESH SYS INC COM 303075105 499 1,500 SH   SOLE   1,500 0 0
FOX FACTORY HLDG CORP COM 35138V102 4,408 41,700 SH   SOLE   6,000 0 35,700
GENTEX CORP COM 371901109 3,424 100,900 SH   SOLE   11,000 0 89,900
GOODRX HLDGS INC COM CL A 38246G108 10,226 253,500 SH   SOLE   253,500 0 0
GRAND CANYON ED INC COM 38526M106 14,460 155,300 SH   SOLE   132,000 0 23,300
GREEN DOT CORP CL A 39304D102 2,109 37,800 SH   SOLE   0 0 37,800
HOULIHAN LOKEY INC CL A 441593100 7,873 117,100 SH   SOLE   8,000 0 109,100
ICON PLC SHS G4705A100 35,399 181,550 SH   SOLE   146,050 0 35,500
IDEXX LABS INC COM 45168D104 30,092 60,200 SH   SOLE   60,200 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,531 28,400 SH   SOLE   0 0 28,400
MASIMO CORP COM 574795100 20,424 76,100 SH   SOLE   64,100 0 12,000
MIDDLESEX WTR CO COM 596680108 9,385 129,500 SH   SOLE   129,500 0 0
MSCI INC COM 55354G100 670 1,500 SH   SOLE   1,500 0 0
NATIONAL RESH CORP COM NEW 637372202 2,283 53,400 SH   SOLE   0 0 53,400
NOVA MEASURING INSTRUMENTS L COM M7516K103 3,671 52,000 SH   SOLE   0 0 52,000
NOVOCURE LTD ORD SHS G6674U108 24,156 139,600 SH   SOLE   123,500 0 16,100
ORMAT TECHNOLOGIES INC COM 686688102 12,034 133,300 SH   SOLE   133,300 0 0
PAYCOM SOFTWARE INC COM 70432V102 452 1,000 SH   SOLE   1,000 0 0
PAYLOCITY HLDG CORP COM 70438V106 5,848 28,400 SH   SOLE   0 0 28,400
QUALYS INC COM 74758T303 30,614 251,200 SH   SOLE   196,500 0 54,700
ROLLINS INC COM 775711104 3,464 88,650 SH   SOLE   11,250 0 77,400
SIMULATIONS PLUS INC COM 829214105 26,387 366,900 SH   SOLE   260,000 0 106,900
SOLAREDGE TECHNOLOGIES INC COM 83417M104 50,261 157,500 SH   SOLE   125,200 0 32,300
TECHTARGET INC COM 87874R100 6,289 106,400 SH   SOLE   0 0 106,400
TORO CO COM 891092108 2,456 25,900 SH   SOLE   4,000 0 21,900
TREX CO INC COM 89531P105 43,292 517,100 SH   SOLE   421,500 0 95,600
TYLER TECHNOLOGIES INC COM 902252105 8,250 18,900 SH   SOLE   900 0 18,000
VEEVA SYS INC CL A COM 922475108 20,473 75,200 SH   SOLE   75,200 0 0
XPEL INC COM 98379L100 3,212 62,300 SH   SOLE   0 0 62,300
XYLEM INC COM 98419M100 24,633 242,000 SH   SOLE   242,000 0 0