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
Abiomed COM 003654100 89,866 271,303 SH   SOLE   107,905 0 163,398
ACI Worldwide COM 004498101 14,265 453,000 SH   SOLE   435,000 0 18,000
AeroVironment COM 008073108 143,027 1,519,302 SH   SOLE   777,044 0 742,258
Alarm.Com Holdings COM 011642105 12,756 191,942 SH   SOLE   580 0 191,362
ANSYS COM 03662Q105 94,336 296,982 SH   SOLE   114,020 0 182,962
Apple COM 037833100 230 1,316 SH   SOLE   0 0 1,316
Aspen Technology COM 045327103 5,006 30,271 SH   SOLE   0 0 30,271
Azenta COM 114340102 45,574 549,878 SH   SOLE   188,138 0 361,740
Bio Techne COM 09073M104 83,478 192,773 SH   SOLE   66,251 0 126,522
Blackbaud COM 09227Q100 38,907 649,853 SH   SOLE   164,578 0 485,275
Cerence COM 156727109 14,518 402,158 SH   SOLE   42,587 0 359,571
Charles River Labs COM 159864107 48,275 170,000 SH   SOLE   130,000 0 40,000
Cognex COM 192422103 119,252 1,545,721 SH   SOLE   727,561 0 818,160
Cognyte Software COM M25133105 27,074 2,393,809 SH   SOLE   1,298,945 0 1,094,864
CommVault Systems COM 204166102 17,939 270,370 SH   SOLE   270,000 0 370
Costar Group COM 22160N109 51,522 773,492 SH   SOLE   304,461 0 469,031
CyberArk Software COM M2682V108 146,353 867,275 SH   SOLE   372,562 0 494,713
DexCom COM 252131107 35,714 69,809 SH   SOLE   628 0 69,181
Dolby Laboratories COM 25659T107 6,327 80,885 SH   SOLE   0 0 80,885
Dorman Products COM 258278100 15,490 163,000 SH   SOLE   145,000 0 18,000
FactSet Research COM 303075105 108,827 250,667 SH   SOLE   98,098 0 152,569
Forrester Research COM 346563109 8,281 146,775 SH   SOLE   15,000 0 131,775
Fortinet COM 34959E109 266,840 780,827 SH   SOLE   358,112 0 422,715
Forward Air COM 349853101 7,133 72,952 SH   SOLE   0 0 72,952
Franklin Electric COM 353514102 2,076 25,000 SH   SOLE   0 0 25,000
Gentex COM 371901109 60,860 2,086,402 SH   SOLE   1,065,645 0 1,020,757
Globant S.A. COM L44385109 679 2,590 SH   SOLE   0 0 2,590
Graham COM 384556106 234 30,350 SH   SOLE   0 0 30,350
Guidewire Software COM 40171V100 35,222 372,249 SH   SOLE   110,863 0 261,386
Haemonetics COM 405024100 6,258 98,995 SH   SOLE   10,000 0 88,995
HealthEquity COM 42226A107 2,192 32,508 SH   SOLE   0 0 32,508
ICON PLC COM G4705A100 173,956 715,222 SH   SOLE   374,997 0 340,225
IDEXX Lab COM 45168D104 211,525 386,657 SH   SOLE   188,278 0 198,379
Illumina COM 452327109 85,312 244,167 SH   SOLE   108,343 0 135,824
Jack Henry & Associates COM 426281101 90,719 460,385 SH   SOLE   229,914 0 230,471
Kornit Digital COM M6372Q113 168,250 2,034,703 SH   SOLE   1,003,513 0 1,031,190
Kratos Defense COM 50077B207 41,146 2,009,090 SH   SOLE   644,833 0 1,364,257
LiveRamp Holdings COM 53815P108 34,180 914,159 SH   SOLE   549,000 0 365,159
Manhattan Assocs COM 562750109 184,937 1,333,265 SH   SOLE   710,612 0 622,653
Medpace Holdings COM 58506q109 69,452 424,551 SH   SOLE   164,142 0 260,409
Merit Medical Systems COM 589889104 15,798 237,490 SH   SOLE   180,000 0 57,490
Monolithic Power Systems COM 609839105 4,957 10,206 SH   SOLE   0 0 10,206
Morningstar COM 617700109 50,926 186,427 SH   SOLE   113,301 0 73,126
National Instruments COM 636518102 12,304 303,140 SH   SOLE   460 0 302,680
NeoGenomics COM 64049M209 150 12,376 SH   SOLE   0 0 12,376
NICE COM 653656108 116,524 532,075 SH   SOLE   231,277 0 300,798
O'Reilly Automotive COM 67103H107 514 750 SH   SOLE   0 0 750
OraSure Tech COM 68554V108 23,278 3,433,336 SH   SOLE   1,756,167 0 1,677,169
Paycom Software COM 70432V102 12,930 37,329 SH   SOLE   124 0 37,205
Proto Labs COM 743713109 2,671 50,494 SH   SOLE   260 0 50,234
Quaker Chemical COM 747316107 1,210 7,000 SH   SOLE   0 0 7,000
Qualys COM 74758T303 92,521 649,677 SH   SOLE   294,182 0 355,495
Quidel COM 74838J101 21,805 193,890 SH   SOLE   100,350 0 93,540
RBC Bearings COM 75524B104 38,358 197,842 SH   SOLE   1,940 0 195,902
Repligen COM 759916109 21,595 114,814 SH   SOLE   968 0 113,846
ResMed COM 761152107 128,806 531,135 SH   SOLE   248,491 0 282,644
SEI Investments COM 784117103 42,528 706,322 SH   SOLE   404,820 0 301,502
Spdr S&P 500 Series 1 COM 78462F103 969 2,145 SH   SOLE   0 0 2,145
SPS Commerce COM 78463m107 23,704 180,673 SH   SOLE   1,252 0 179,421
Tradeweb Markets COM 892672106 26,491 301,479 SH   SOLE   2,925 0 298,554
Trimble COM 896239100 27,341 379,000 SH   SOLE   357,000 0 22,000
Tyler Technologies COM 902252105 1,615 3,629 SH   SOLE   0 0 3,629
Veeva Systems COM 922475108 72,494 341,211 SH   SOLE   161,613 0 179,598
Verint Systems COM 92343X100 83,200 1,609,285 SH   SOLE   870,755 0 738,530
Zebra Technologies COM 989207105 455 1,100 SH   SOLE   0 0 1,100