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
ADVANCED DRAIN SYS INC DEL COM 00790R104 19,680 218,500 SH   SOLE   218,500 0 0
ALARM COM HLDGS INC COM 011642105 16,578 268,000 SH   SOLE   268,000 0 0
AMBARELLA INC SHS G037AX101 108 1,650 SH   SOLE   1,650 0 0
AMERESCO INC CL A 02361E108 10,433 229,000 SH   SOLE   229,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 18,061 121,400 SH   SOLE   121,400 0 0
ANSYS INC COM 03662Q105 28,320 118,350 SH   SOLE   118,350 0 0
AVALARA INC COM 05338G106 212 3,000 SH   SOLE   3,000 0 0
AXON ENTERPRISE INC COM 05464C101 2,474 26,550 SH   SOLE   1,550 0 25,000
BADGER METER INC COM 056525108 13,347 165,000 SH   SOLE   165,000 0 0
BALCHEM CORP COM 057665200 6,163 47,500 SH   SOLE   47,500 0 0
BIO-TECHNE CORP COM 09073M104 32,567 93,950 SH   SOLE   73,750 0 20,200
BRUKER CORP COM 116794108 38,434 612,400 SH   SOLE   513,500 0 98,900
CATALENT INC COM 148806102 17,005 158,500 SH   SOLE   158,500 0 0
COGNEX CORP COM 192422103 24,840 584,200 SH   SOLE   519,200 0 65,000
CSW INDUSTRIALS INC COM 126402106 9,788 95,000 SH   SOLE   0 0 95,000
DEXCOM INC COM 252131107 8,944 120,000 SH   SOLE   120,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 1,153 66,000 SH   SOLE   6,000 0 60,000
ENERGY RECOVERY INC COM 29270J100 16,682 859,000 SH   SOLE   684,000 0 175,000
ENTEGRIS INC COM 29362U104 30,735 333,600 SH   SOLE   278,600 0 55,000
EXPONENT INC COM 30214U102 6,961 76,100 SH   SOLE   0 0 76,100
FORMFACTOR INC COM 346375108 3,040 78,500 SH   SOLE   3,500 0 75,000
FOX FACTORY HLDG CORP COM 35138V102 3,648 45,300 SH   SOLE   0 0 45,300
HOULIHAN LOKEY INC CL A 441593100 8,880 112,500 SH   SOLE   12,500 0 100,000
ICON PLC SHS G4705A100 44,077 203,400 SH   SOLE   153,300 0 50,100
IDEX CORP COM 45167R104 29,445 162,000 SH   SOLE   162,000 0 0
IDEXX LABS INC COM 45168D104 20,272 57,800 SH   SOLE   57,800 0 0
INMODE LTD SHS M5425M103 2,370 105,750 SH   SOLE   5,750 0 100,000
KORNIT DIGITAL LTD SHS M6372Q113 1,176 37,100 SH   SOLE   2,400 0 34,700
MASIMO CORP COM 574795100 18,620 142,500 SH   SOLE   124,500 0 18,000
MAXCYTE INC COM 57777K106 4,297 929,000 SH   SOLE   679,000 0 250,000
MSCI INC COM 55354G100 13,614 33,000 SH   SOLE   33,000 0 0
NATIONAL RESH CORP COM NEW 637372202 2,569 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 24,335 274,875 SH   SOLE   274,875 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,710 6,100 SH   SOLE   6,100 0 0
PAYLOCITY HLDG CORP COM 70438V106 7,849 45,000 SH   SOLE   0 0 45,000
ROLLINS INC COM 775711104 5,063 145,000 SH   SOLE   45,000 0 100,000
SHOCKWAVE MED INC COM 82489T104 153 800 SH   SOLE   800 0 0
SITIME CORP COM 82982T106 3,668 22,500 SH   SOLE   2,500 0 20,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 42,913 156,800 SH   SOLE   121,800 0 35,000
TECHTARGET INC COM 87874R100 8,005 121,800 SH   SOLE   4,900 0 116,900
TRANSMEDICS GROUP INC COM 89377M109 330 10,500 SH   SOLE   10,500 0 0
TREX CO INC COM 89531P105 30,747 565,000 SH   SOLE   455,000 0 110,000
TYLER TECHNOLOGIES INC COM 902252105 20,223 60,825 SH   SOLE   38,825 0 22,000
UNITY SOFTWARE INC COM 91332U101 156 4,250 SH   SOLE   4,250 0 0
VEEVA SYS INC CL A COM 922475108 25,775 130,150 SH   SOLE   130,150 0 0
XPEL INC COM 98379L100 4,816 104,850 SH   SOLE   26,250 0 78,600
XYLEM INC COM 98419M100 18,294 234,000 SH   SOLE   234,000 0 0
ZSCALER INC COM 98980G102 16,760 112,100 SH   SOLE   112,100 0 0