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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 89,655 348,444 SH   SOLE N/A 341,948 0 6,496
ADOBE SYSTEMS INCORPORATED COM 00724F101 81,109 294,727 SH   SOLE N/A 283,833 0 10,894
ADVANCED DRAIN SYS INC DEL COM 00790R104 41,890 336,817 SH   SOLE N/A 297,260 0 39,557
AGILENT TECHNOLOGIES INC COM 00846U101 8,756 72,038 SH   SOLE N/A 68,194 0 3,844
ALKAMI TECHNOLOGY INC COM 01644J108 1,495 99,355 SH   SOLE N/A 99,355 0 0
ALLEGION PLC ORD SHS G0176J109 18,338 204,486 SH   SOLE N/A 204,486 0 0
ALPHABET INC CAP STK CL C 02079K107 165,189 1,718,036 SH   SOLE N/A 1,614,174 0 103,862
ALPHABET INC CAP STK CL C 02079K107 87,160 906,500 SH Call SOLE N/A 906,500 0 0
ALTAIR ENGR INC COM CL A 021369103 1,581 35,764 SH   SOLE N/A 35,764 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 259 26,619 SH   SOLE N/A 26,619 0 0
AMETEK INC COM 031100100 29,384 259,092 SH   SOLE N/A 259,092 0 0
AMPHENOL CORP NEW CL A 032095101 382,439 5,711,456 SH   SOLE N/A 5,472,322 0 239,134
ANSYS INC COM 03662Q105 201,169 907,395 SH   SOLE N/A 907,395 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 240,305 5,167,858 SH   SOLE N/A 4,851,811 0 316,047
APPLE INC COM 037833100 283,310 2,050,000 SH Put SOLE N/A 2,050,000 0 0
ARCO PLATFORM LTD COM CL A G04553106 557 51,583 SH   SOLE N/A 51,583 0 0
AUTODESK INC COM 052769106 42,885 229,577 SH   SOLE N/A 214,444 0 15,133
AUTOLIV INC COM 052800109 31,153 467,552 SH   SOLE N/A 439,980 0 27,572
AVIAT NETWORKS INC COM NEW 05366Y201 10,713 391,281 SH   SOLE N/A 391,281 0 0
BADGER METER INC COM 056525108 1,743 18,861 SH   SOLE N/A 18,861 0 0
BIO-TECHNE CORP COM 09073M104 420,706 1,481,360 SH   SOLE N/A 1,452,848 0 28,512
BLACKSTONE INC COM 09260D107 4,391 52,467 SH   SOLE N/A 49,224 0 3,243
BOOT BARN HLDGS INC COM 099406100 1,312 22,437 SH   SOLE N/A 22,437 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,950 85,863 SH   SOLE N/A 85,863 0 0
BROADCOM INC COM 11135F101 17,573 39,579 SH   SOLE N/A 39,579 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 13,230 368,527 SH   SOLE N/A 368,527 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 61,243 1,956,659 SH   SOLE N/A 1,870,647 0 86,012
BROWN & BROWN INC COM 115236101 1,124,390 18,591,100 SH   SOLE N/A 17,972,558 0 618,542
BUILDERS FIRSTSOURCE INC COM 12008R107 18,014 305,742 SH   SOLE N/A 305,742 0 0
CARNIVAL CORP COMMON STOCK 143658300 9,701 1,380,000 SH Call SOLE N/A 1,380,000 0 0
CASELLA WASTE SYS INC CL A 147448104 842 11,021 SH   SOLE N/A 11,021 0 0
CDW CORP COM 12514G108 1,106,843 7,091,511 SH   SOLE N/A 6,846,608 0 244,903
CERIDIAN HCM HLDG INC COM 15677J108 1,201,449 21,500,521 SH   SOLE N/A 20,893,276 0 607,245
CHEFS WHSE INC COM 163086101 1,220 42,125 SH   SOLE N/A 42,125 0 0
CHURCH & DWIGHT CO INC COM 171340102 14,295 200,098 SH   SOLE N/A 200,098 0 0
CINCINNATI FINL CORP COM 172062101 13,368 149,251 SH   SOLE N/A 149,251 0 0
CINTAS CORP COM 172908105 12,727 32,786 SH   SOLE N/A 32,786 0 0
CLARIVATE PLC ORD SHS G21810109 176,494 18,795,941 SH   SOLE N/A 17,944,356 0 851,585
COHERENT CORP COM 19247G107 13,101 375,921 SH   SOLE N/A 375,921 0 0
COMPASS MINERALS INTL INC COM 20451N101 34,367 891,967 SH   SOLE N/A 891,967 0 0
CORE & MAIN INC CL A 21874C102 258,768 11,379,436 SH   SOLE N/A 11,021,677 0 357,759
COSTAR GROUP INC COM 22160N109 20,570 295,331 SH   SOLE N/A 278,410 0 16,921
COVETRUS INC COM 22304C100 883 42,310 SH   SOLE N/A 42,310 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,507 61,858 SH   SOLE N/A 61,858 0 0
CURTISS WRIGHT CORP COM 231561101 67,141 482,476 SH   SOLE N/A 482,476 0 0
DANAHER CORPORATION COM 235851102 175,020 677,610 SH   SOLE N/A 637,406 0 40,204
DELUXE CORP COM 248019101 594 35,675 SH   SOLE N/A 35,675 0 0
DENTSPLY SIRONA INC COM 24906P109 33,874 1,194,845 SH   SOLE N/A 1,194,845 0 0
DOCUSIGN INC COM 256163106 49,676 929,036 SH   SOLE N/A 903,474 0 25,562
DOXIMITY INC CL A 26622P107 16,035 530,609 SH   SOLE N/A 530,609 0 0
DUCKHORN PORTFOLIO INC COM 26414D106 99,487 6,894,446 SH   SOLE N/A 6,743,968 0 150,478
ELANCO ANIMAL HEALTH INC COM 28414H103 43,683 3,520,000 SH Call SOLE N/A 3,520,000 0 0
ENDAVA PLC ADS 29260V105 660 8,186 SH   SOLE N/A 8,186 0 0
ENERGY RECOVERY INC COM 29270J100 3,056 140,562 SH   SOLE N/A 140,562 0 0
ENOVIX CORPORATION COM 293594107 375 20,455 SH   SOLE N/A 20,455 0 0
ENTEGRIS INC COM 29362U104 806,926 9,719,660 SH   SOLE N/A 9,421,030 0 298,630
EVO PMTS INC CL A COM 26927E104 3,318 99,631 SH   SOLE N/A 99,631 0 0
EXPEDITORS INTL WASH INC COM 302130109 12,128 137,337 SH   SOLE N/A 137,337 0 0
FAIR ISAAC CORP COM 303250104 20,489 49,729 SH   SOLE N/A 49,729 0 0
FASTENAL CO COM 311900104 142,150 3,087,523 SH   SOLE N/A 3,087,523 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 443,580 5,869,789 SH   SOLE N/A 5,628,959 0 240,830
FIRST ADVANTAGE CORP NEW COM 31846B108 792 61,711 SH   SOLE N/A 61,711 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 686,972 5,262,136 SH   SOLE N/A 5,063,080 0 199,056
FISERV INC COM 337738108 18,141 193,871 SH   SOLE N/A 187,161 0 6,710
FORMFACTOR INC COM 346375108 17,265 689,231 SH   SOLE N/A 689,231 0 0
FORTIVE CORP COM 34959J108 143,606 2,463,223 SH   SOLE N/A 2,317,269 0 145,954
FORTUNE BRANDS HOME & SEC IN COM 34964C106 76,986 1,433,890 SH   SOLE N/A 1,433,890 0 0
FRANCHISE GROUP INC COM 35180X105 732 30,118 SH   SOLE N/A 30,118 0 0
GARMIN LTD SHS H2906T109 51,450 640,648 SH   SOLE N/A 640,648 0 0
GLOBAL PMTS INC COM 37940X102 16,850 155,949 SH   SOLE N/A 150,551 0 5,398
GLOBAL WTR RES INC COM 379463102 556 47,414 SH   SOLE N/A 47,414 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 8,079 167,091 SH   SOLE N/A 167,091 0 0
GODADDY INC CL A 380237107 156,376 2,206,209 SH   SOLE N/A 2,108,067 0 98,142
GRAPHIC PACKAGING HLDG CO COM 388689101 25,567 1,295,212 SH   SOLE N/A 1,295,212 0 0
GRIFFON CORP COM 398433102 752 25,465 SH   SOLE N/A 25,465 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 1,483 50,150 SH   SOLE N/A 50,150 0 0
IDEXX LABS INC COM 45168D104 351,581 1,079,130 SH   SOLE N/A 1,044,106 0 35,024
ILLUMINA INC COM 452327109 297,826 1,561,013 SH   SOLE N/A 1,468,984 0 92,029
INTEL CORP COM 458140100 1,870 72,571 SH   SOLE N/A 72,571 0 0
INTEL CORP COM 458140100 39,170 1,520,000 SH Call SOLE N/A 1,520,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 358,170 5,604,283 SH   SOLE N/A 5,260,261 0 344,022
INTUIT COM 461202103 66,725 172,274 SH   SOLE N/A 170,660 0 1,614
INVESCO QQQ TR UNIT SER 1 46090E103 2,210,107 8,269,500 SH Put SOLE N/A 8,269,500 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 87,617 1,974,688 SH   SOLE N/A 1,974,688 0 0
ISHARES TR RUS MID CAP ETF 464287499 322 5,178 SH   SOLE N/A 5,178 0 0
ISHARES TR ISHARES SEMICDTR 464287523 18,996 59,600 SH Put SOLE N/A 59,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,775,826 10,767,800 SH Put SOLE N/A 10,767,800 0 0
JACOBS SOLUTIONS INC COM 46982L108 569,052 5,245,205 SH   SOLE N/A 5,121,333 0 123,872
KADANT INC COM 48282T104 2,998 17,975 SH   SOLE N/A 17,975 0 0
KINSALE CAP GROUP INC COM 49714P108 2,384 9,332 SH   SOLE N/A 9,332 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 130,744 1,584,962 SH   SOLE N/A 1,584,962 0 0
LAUDER ESTEE COS INC CL A 518439104 1,071 4,959 SH   SOLE N/A 4,959 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 10,927 1,616,385 SH   SOLE N/A 1,616,385 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 779,261 10,248,035 SH   SOLE N/A 9,938,221 0 309,814
LIVE OAK BANCSHARES INC COM 53803X105 276 9,012 SH   SOLE N/A 9,012 0 0
LULULEMON ATHLETICA INC COM 550021109 82,114 293,726 SH   SOLE N/A 289,224 0 4,502
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 419,990 16,450,838 SH   SOLE N/A 15,858,298 0 592,540
MARTIN MARIETTA MATLS INC COM 573284106 1,264,587 3,926,190 SH   SOLE N/A 3,802,590 0 123,600
MASTERCARD INCORPORATED CL A 57636Q104 50,413 177,298 SH   SOLE N/A 167,866 0 9,432
MATTHEWS INTL CORP CL A 577128101 261 11,640 SH   SOLE N/A 11,640 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 28,330 26,132 SH   SOLE N/A 24,588 0 1,544
MICROSOFT CORP COM 594918104 40,638 174,485 SH   SOLE N/A 165,040 0 9,445
MIDDLEBY CORP COM 596278101 512,018 3,994,835 SH   SOLE N/A 3,881,264 0 113,571
MODEL N INC COM 607525102 1,938 56,626 SH   SOLE N/A 56,626 0 0
MOHAWK INDS INC COM 608190104 29,026 318,301 SH   SOLE N/A 318,301 0 0
MOODYS CORP COM 615369105 14,245 58,594 SH   SOLE N/A 58,594 0 0
MORNINGSTAR INC COM 617700109 850,345 4,005,018 SH   SOLE N/A 3,810,158 0 194,860
NATIONAL RESH CORP COM NEW 637372202 1,719 43,183 SH   SOLE N/A 43,183 0 0
NCINO INC COM 63947X101 15,469 453,511 SH   SOLE N/A 453,511 0 0
NEOGEN CORP COM 640491106 113,444 8,120,559 SH   SOLE N/A 8,120,559 0 0
NIKE INC CL B 654106103 800 9,630 SH   SOLE N/A 9,630 0 0
NOVA LTD COM M7516K103 790 9,260 SH   SOLE N/A 9,260 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 54,186 6,450,724 SH   SOLE N/A 6,450,724 0 0
PAYCHEX INC COM 704326107 177,278 1,579,878 SH   SOLE N/A 1,516,740 0 63,138
PAYPAL HLDGS INC COM 70450Y103 18,648 216,662 SH   SOLE N/A 209,163 0 7,499
PERFICIENT INC COM 71375U101 1,515 23,308 SH   SOLE N/A 23,308 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 111,157 13,877,265 SH   SOLE N/A 13,877,265 0 0
PERKINELMER INC COM 714046109 1,053,740 8,757,081 SH   SOLE N/A 8,522,313 0 234,768
POOL CORP COM 73278L105 433,470 1,362,213 SH   SOLE N/A 1,313,827 0 48,386
PORTILLOS INC COM CL A 73642K106 24,951 1,267,203 SH   SOLE N/A 1,267,203 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106 112,818 6,759,642 SH   SOLE N/A 6,729,218 0 30,424
PTC INC COM 69370C100 346,673 3,314,278 SH   SOLE N/A 3,314,278 0 0
QORVO INC COM 74736K101 14,199 178,804 SH   SOLE N/A 178,804 0 0
QUALCOMM INC COM 747525103 102,427 906,590 SH   SOLE N/A 882,564 0 24,026
REPAY HLDGS CORP COM CL A 76029L100 706 100,003 SH   SOLE N/A 100,003 0 0
ROCKY BRANDS INC COM 774515100 837 41,731 SH   SOLE N/A 41,731 0 0
ROLLINS INC COM 775711104 437,188 12,606,332 SH   SOLE N/A 12,313,505 0 292,827
ROVER GROUP INC COM CL A 77936F103 149 44,529 SH   SOLE N/A 44,529 0 0
S&P GLOBAL INC COM 78409V104 94,328 308,916 SH   SOLE N/A 304,455 0 4,461
SALESFORCE INC COM 79466L302 172,817 1,201,450 SH   SOLE N/A 1,174,868 0 26,582
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 195,198 5,236,010 SH   SOLE N/A 4,787,352 0 448,658
SERVICE CORP INTL COM 817565104 431,540 7,473,850 SH   SOLE N/A 7,259,736 0 214,114
SERVICENOW INC COM 81762P102 4,687 12,412 SH   SOLE N/A 10,592 0 1,820
SHERWIN WILLIAMS CO COM 824348106 42,765 208,865 SH   SOLE N/A 208,865 0 0
SHOTSPOTTER INC COM 82536T107 2,062 71,689 SH   SOLE N/A 71,689 0 0
SI-BONE INC COM 825704109 731 41,841 SH   SOLE N/A 41,841 0 0
SIGNET JEWELERS LIMITED SHS G81276100 567,262 9,918,908 SH   SOLE N/A 9,716,575 0 202,333
SKYWORKS SOLUTIONS INC COM 83088M102 60,451 708,936 SH   SOLE N/A 679,363 0 29,573
SOUTHSTATE CORPORATION COM 840441109 259,878 3,284,607 SH   SOLE N/A 3,284,607 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 61,828 173,100 SH Put SOLE N/A 173,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 33,787 391,507 SH   SOLE N/A 391,507 0 0
SPROUT SOCIAL INC COM CL A 85209W109 540 8,904 SH   SOLE N/A 8,904 0 0
SPS COMM INC COM 78463M107 1,102 8,869 SH   SOLE N/A 8,869 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 51,129 1,070,765 SH   SOLE N/A 1,012,994 0 57,771
STAGWELL INC COM CL A 85256A109 42,590 6,128,011 SH   SOLE N/A 6,128,011 0 0
STERIS PLC SHS USD G8473T100 255,796 1,538,343 SH   SOLE N/A 1,455,188 0 83,155
SUMMIT MATLS INC CL A 86614U100 5,227 218,142 SH   SOLE N/A 218,142 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 42,625 621,711 SH   SOLE N/A 621,711 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 803,397 2,380,646 SH   SOLE N/A 2,310,070 0 70,576
TELEFLEX INCORPORATED COM 879369106 7,816 38,796 SH   SOLE N/A 38,796 0 0
TEMPUR SEALY INTL INC COM 88023U101 131,862 5,462,379 SH   SOLE N/A 5,462,379 0 0
TENABLE HLDGS INC COM 88025T102 1,758 50,514 SH   SOLE N/A 50,514 0 0
TEXAS INSTRS INC COM 882508104 32,708 211,322 SH   SOLE N/A 202,343 0 8,979
THERMO FISHER SCIENTIFIC INC COM 883556102 139,439 274,925 SH   SOLE N/A 257,796 0 17,129
TORO CO COM 891092108 513,864 5,942,003 SH   SOLE N/A 5,751,317 0 190,686
TRACTOR SUPPLY CO COM 892356106 412,911 2,221,384 SH   SOLE N/A 2,145,560 0 75,824
TRANSDIGM GROUP INC COM 893641100 73,598 140,235 SH   SOLE N/A 138,045 0 2,190
TRANSUNION COM 89400J107 41,094 690,769 SH   SOLE N/A 658,098 0 32,671
TRIMBLE INC COM 896239100 437,498 8,061,516 SH   SOLE N/A 7,895,314 0 166,202
TRIPADVISOR INC COM 896945201 105,226 4,765,650 SH   SOLE N/A 4,765,650 0 0
UDEMY INC COM 902685106 345 28,513 SH   SOLE N/A 28,513 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 9,476 960,567 SH   SOLE N/A 960,567 0 0
V F CORP COM 918204108 24,797 829,070 SH   SOLE N/A 829,070 0 0
VAIL RESORTS INC COM 91879Q109 311,996 1,446,837 SH   SOLE N/A 1,422,010 0 24,827
VISA INC COM CL A 92826C839 264,944 1,491,383 SH   SOLE N/A 1,398,165 0 93,218
WABTEC COM 929740108 526,524 6,472,333 SH   SOLE N/A 6,279,878 0 192,455
WHITE MTNS INS GROUP LTD COM G9618E107 17,068 13,099 SH   SOLE N/A 13,099 0 0
WILLIAMS SONOMA INC COM 969904101 34,466 292,454 SH   SOLE N/A 291,178 0 1,276
WOLFSPEED INC COM 977852102 21,019 203,359 SH   SOLE N/A 203,359 0 0
WOLVERINE WORLD WIDE INC COM 978097103 18,971 1,232,679 SH   SOLE N/A 1,232,679 0 0
XOMETRY INC CLASS A COM 98423F109 2,342 41,239 SH   SOLE N/A 41,239 0 0
ZOETIS INC CL A 98978V103 19,624 132,333 SH   SOLE N/A 123,915 0 8,418
ZUMIEZ INC COM 989817101 859 39,878 SH   SOLE N/A 39,878 0 0