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 20,148 162,000 SH   SOLE   162,000 0 0
ALARM COM HLDGS INC COM 011642105 24,517 378,000 SH   SOLE   318,000 0 60,000
AMBARELLA INC SHS G037AX101 93 1,650 SH   SOLE   1,650 0 0
AMERESCO INC CL A 02361E108 15,224 229,000 SH   SOLE   229,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 20,682 158,900 SH   SOLE   158,900 0 0
ANSYS INC COM 03662Q105 29,165 131,550 SH   SOLE   131,550 0 0
AXON ENTERPRISE INC COM 05464C101 3,073 26,550 SH   SOLE   1,550 0 25,000
BADGER METER INC COM 056525108 14,413 156,000 SH   SOLE   156,000 0 0
BALCHEM CORP COM 057665200 18,906 155,500 SH   SOLE   125,500 0 30,000
BENTLEY SYS INC COM CL B 08265T208 1,071 35,000 SH   SOLE   35,000 0 0
BIO-TECHNE CORP COM 09073M104 28,954 101,950 SH   SOLE   81,750 0 20,200
BRUKER CORP COM 116794108 31,698 597,400 SH   SOLE   498,500 0 98,900
CATALENT INC COM 148806102 13,952 192,500 SH   SOLE   192,500 0 0
COGNEX CORP COM 192422103 24,630 594,200 SH   SOLE   529,200 0 65,000
CSW INDUSTRIALS INC COM 126402106 9,584 80,000 SH   SOLE   0 0 80,000
DEXCOM INC COM 252131107 10,712 133,000 SH   SOLE   133,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 951 66,000 SH   SOLE   6,000 0 60,000
ENERGY RECOVERY INC COM 29270J100 18,892 869,000 SH   SOLE   694,000 0 175,000
ENTEGRIS INC COM 29362U104 29,310 353,050 SH   SOLE   298,050 0 55,000
EXPONENT INC COM 30214U102 6,672 76,100 SH   SOLE   0 0 76,100
FORMFACTOR INC COM 346375108 1,966 78,500 SH   SOLE   3,500 0 75,000
FOX FACTORY HLDG CORP COM 35138V102 3,954 50,000 SH   SOLE   0 0 50,000
HOULIHAN LOKEY INC CL A 441593100 9,799 130,000 SH   SOLE   20,000 0 110,000
ICON PLC SHS G4705A100 33,705 183,400 SH   SOLE   133,300 0 50,100
IDEX CORP COM 45167R104 24,906 124,500 SH   SOLE   124,500 0 0
IDEXX LABS INC COM 45168D104 15,573 47,800 SH   SOLE   47,800 0 0
INMODE LTD SHS M5425M103 3,078 105,750 SH   SOLE   5,750 0 100,000
KORNIT DIGITAL LTD SHS M6372Q113 987 37,100 SH   SOLE   2,400 0 34,700
MASIMO CORP COM 574795100 16,445 116,500 SH   SOLE   116,500 0 0
MAXCYTE INC COM 57777K106 6,009 929,000 SH   SOLE   679,000 0 250,000
MSCI INC COM 55354G100 18,981 45,000 SH   SOLE   45,000 0 0
NATIONAL RESH CORP COM NEW 637372202 2,671 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 24,300 284,875 SH   SOLE   284,875 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,847 5,600 SH   SOLE   5,600 0 0
PAYLOCITY HLDG CORP COM 70438V106 7,247 30,000 SH   SOLE   0 0 30,000
ROLLINS INC COM 775711104 4,508 130,000 SH   SOLE   30,000 0 100,000
SHOCKWAVE MED INC COM 82489T104 257 925 SH   SOLE   925 0 0
SITIME CORP COM 82982T106 1,746 22,175 SH   SOLE   2,175 0 20,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 33,557 144,980 SH   SOLE   109,980 0 35,000
TECHTARGET INC COM 87874R100 2,554 43,150 SH   SOLE   3,150 0 40,000
TRANSMEDICS GROUP INC COM 89377M109 417 10,000 SH   SOLE   10,000 0 0
TREX CO INC COM 89531P105 31,988 728,000 SH   SOLE   588,000 0 140,000
TYLER TECHNOLOGIES INC COM 902252105 21,893 63,000 SH   SOLE   38,000 0 25,000
UNITY SOFTWARE INC COM 91332U101 135 4,250 SH   SOLE   4,250 0 0
VEEVA SYS INC CL A COM 922475108 16,842 102,150 SH   SOLE   102,150 0 0
XPEL INC COM 98379L100 6,434 99,850 SH   SOLE   21,250 0 78,600
XYLEM INC COM 98419M100 19,154 219,000 SH   SOLE   219,000 0 0
ZSCALER INC COM 98980G102 19,494 118,600 SH   SOLE   118,600 0 0