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 66,499 270,696 SH   SOLE   107,870 0 162,826
ACI Worldwide COM 004498101 9,677 463,000 SH   SOLE   445,000 0 18,000
AeroVironment COM 008073108 121,380 1,456,095 SH   SOLE   756,540 0 699,555
Alarm.Com Holdings COM 011642105 12,445 191,868 SH   SOLE   580 0 191,288
ANSYS COM 03662Q105 65,404 295,010 SH   SOLE   113,945 0 181,065
AspenTech COM 29109X106 3,016 12,660 SH   SOLE   0 0 12,660
Azenta COM 114340102 24,368 568,551 SH   SOLE   207,011 0 361,540
Bio Techne COM 09073M104 54,314 191,246 SH   SOLE   73,093 0 118,153
Blackbaud COM 09227Q100 22,795 517,353 SH   SOLE   163,373 0 353,980
Cerence COM 156727109 6,761 429,242 SH   SOLE   82,463 0 346,779
Charles River Labs COM 159864107 33,456 170,000 SH   SOLE   130,000 0 40,000
Cognex COM 192422103 65,594 1,582,482 SH   SOLE   733,270 0 849,212
Cognyte Software COM M25133105 9,898 2,449,883 SH   SOLE   1,308,497 0 1,141,386
CommVault Systems COM 204166102 22,002 414,826 SH   SOLE   281,521 0 133,305
Costar Group COM 22160N109 55,187 792,352 SH   SOLE   324,257 0 468,095
CyberArk Software COM M2682V108 129,797 865,660 SH   SOLE   372,422 0 493,238
DexCom COM 252131107 22,605 280,674 SH   SOLE   2,416 0 278,258
Dolby Laboratories COM 25659T107 5,183 79,550 SH   SOLE   0 0 79,550
Dorman Products COM 258278100 12,975 158,000 SH   SOLE   140,000 0 18,000
FactSet Research COM 303075105 98,341 245,785 SH   SOLE   98,047 0 147,738
Forrester Research COM 346563109 5,142 142,800 SH   SOLE   12,000 0 130,800
Fortinet COM 34959E109 176,831 3,599,252 SH   SOLE   1,761,503 0 1,837,749
Forward Air COM 349853101 6,368 70,550 SH   SOLE   0 0 70,550
Franklin Electric COM 353514102 2,043 25,000 SH   SOLE   0 0 25,000
Gentex COM 371901109 52,333 2,195,178 SH   SOLE   1,097,015 0 1,098,163
Globant S.A. COM L44385109 446 2,385 SH   SOLE   0 0 2,385
Graham COM 384556106 257 29,250 SH   SOLE   0 0 29,250
Guidewire Software COM 40171V100 22,930 372,356 SH   SOLE   115,795 0 256,561
Haemonetics COM 405024100 6,588 88,995 SH   SOLE   10,000 0 78,995
ICON PLC COM G4705A100 122,499 666,552 SH   SOLE   373,866 0 292,686
IDEXX Lab COM 45168D104 124,894 383,347 SH   SOLE   188,227 0 195,120
Illumina COM 452327109 43,931 230,258 SH   SOLE   108,081 0 122,177
Jack Henry & Associates COM 426281101 85,128 467,045 SH   SOLE   230,061 0 236,984
Kornit Digital COM M6372Q113 54,501 2,048,143 SH   SOLE   1,003,172 0 1,044,971
Kratos Defense COM 50077B207 20,920 2,059,047 SH   SOLE   679,397 0 1,379,650
LiveRamp Holdings COM 53815P108 15,658 862,220 SH   SOLE   554,000 0 308,220
Manhattan Assocs COM 562750109 175,600 1,320,000 SH   SOLE   710,430 0 609,570
Medpace Holdings COM 58506q109 72,951 464,153 SH   SOLE   183,626 0 280,527
Merit Medical Systems COM 589889104 13,316 235,635 SH   SOLE   180,000 0 55,635
Monolithic Power Systems COM 609839105 2,582 7,105 SH   SOLE   0 0 7,105
Morningstar COM 617700109 38,977 183,577 SH   SOLE   111,233 0 72,344
National Instruments COM 636518102 22,819 604,644 SH   SOLE   4,453 0 600,191
NICE COM 653656108 99,706 529,676 SH   SOLE   231,157 0 298,519
O'Reilly Automotive COM 67103H107 528 750 SH   SOLE   0 0 750
OraSure Tech COM 68554V108 9,514 2,510,288 SH   SOLE   1,736,760 0 773,528
Paycom Software COM 70432V102 22,703 68,799 SH   SOLE   503 0 68,296
Proto Labs COM 743713109 244 6,696 SH   SOLE   0 0 6,696
Quaker Chemical COM 747316107 722 5,000 SH   SOLE   0 0 5,000
Qualys COM 74758T303 90,285 647,717 SH   SOLE   294,059 0 353,658
QuidelOrtho COM 219798105 11,371 159,086 SH   SOLE   99,350 0 59,736
RBC Bearings COM 75524B104 40,896 196,793 SH   SOLE   1,859 0 194,934
Repligen COM 759916109 23,000 122,924 SH   SOLE   1,170 0 121,754
ResMed COM 761152107 114,598 524,956 SH   SOLE   248,419 0 276,537
SEI Investments COM 784117103 27,640 563,509 SH   SOLE   392,700 0 170,809
Spdr S&P 500 Series 1 COM 78462F103 766 2,145 SH   SOLE   0 0 2,145
SPS Commerce COM 78463m107 23,215 186,873 SH   SOLE   1,235 0 185,638
STAAR Surgical COM 852312305 7,192 101,946 SH   SOLE   1,882 0 100,064
Tradeweb Markets COM 892672106 20,567 364,537 SH   SOLE   2,812 0 361,725
Trimble COM 896239100 20,677 381,000 SH   SOLE   359,000 0 22,000
Tyler Technologies COM 902252105 1,479 4,256 SH   SOLE   0 0 4,256
Veeva Systems COM 922475108 55,216 334,886 SH   SOLE   161,557 0 173,329
Verint Systems COM 92343X100 54,544 1,624,312 SH   SOLE   890,516 0 733,796
Zebra Technologies COM 989207105 288 1,100 SH   SOLE   0 0 1,100