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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   54,971,328 458,400 SH Call SOLE N/A 458,400 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   91,998,960 344,772 SH   SOLE N/A 337,452 0 7,320
ADOBE SYSTEMS INCORPORATED COM 00724F101   84,537,009 251,202 SH   SOLE N/A 237,757 0 13,445
AGILENT TECHNOLOGIES INC COM 00846U101   1,594,670 10,656 SH   SOLE N/A 10,656 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   1,911,363 131,005 SH   SOLE N/A 131,005 0 0
ALLEGION PLC ORD SHS G0176J109   48,712,960 462,787 SH   SOLE N/A 462,787 0 0
ALPHABET INC CAP STK CL C 02079K107   127,114,775 1,432,602 SH   SOLE N/A 1,356,135 0 76,467
ALPHABET INC CAP STK CL C 02079K107   224,974,915 2,535,500 SH Call SOLE N/A 2,535,500 0 0
ALTAIR ENGR INC COM CL A 021369103   2,185,197 48,058 SH   SOLE N/A 48,058 0 0
AMAZON COM INC COM 023135106   82,740,000 985,000 SH Call SOLE N/A 985,000 0 0
AMETEK INC COM 031100100   44,837,545 320,910 SH   SOLE N/A 320,910 0 0
AMPHENOL CORP NEW CL A 032095101   423,992,214 5,568,587 SH   SOLE N/A 5,335,268 0 233,319
ANSYS INC COM 03662Q105   187,005,639 774,062 SH   SOLE N/A 774,062 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   360,788,840 5,655,884 SH   SOLE N/A 5,315,961 0 339,923
ARCO PLATFORM LTD COM CL A G04553106   696,371 51,583 SH   SOLE N/A 51,583 0 0
AUTODESK INC COM 052769106   109,821,630 587,690 SH   SOLE N/A 566,298 0 21,392
AVIAT NETWORKS INC COM NEW 05366Y201   11,971,471 383,824 SH   SOLE N/A 383,824 0 0
AVID TECHNOLOGY INC COM 05367P100   336,975 12,673 SH   SOLE N/A 12,673 0 0
BADGER METER INC COM 056525108   2,056,415 18,861 SH   SOLE N/A 18,861 0 0
BIO-TECHNE CORP COM 09073M104   592,919,127 7,153,947 SH   SOLE N/A 6,982,563 0 171,384
BLACKSTONE INC COM 09260D107   3,786,064 51,032 SH   SOLE N/A 47,789 0 3,243
BOOT BARN HLDGS INC COM 099406100   1,895,669 30,321 SH   SOLE N/A 30,321 0 0
BROADCOM INC COM 11135F101   11,235,158 20,094 SH   SOLE N/A 20,094 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   68,750,419 2,185,328 SH   SOLE N/A 2,185,328 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   9,486,690 306,121 SH   SOLE N/A 306,121 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   46,130,000 1,820,442 SH   SOLE N/A 1,765,679 0 54,763
BROWN & BROWN INC COM 115236101   983,400,986 17,261,734 SH   SOLE N/A 16,739,289 0 522,445
CARGURUS INC COM CL A 141788109   934,481 66,701 SH   SOLE N/A 66,701 0 0
CARNIVAL CORP COMMON STOCK 143658300   11,122,800 1,380,000 SH Call SOLE N/A 1,380,000 0 0
CASELLA WASTE SYS INC CL A 147448104   743,611 9,376 SH   SOLE N/A 9,376 0 0
CDW CORP COM 12514G108   1,210,920,621 6,780,830 SH   SOLE N/A 6,564,397 0 216,433
CERIDIAN HCM HLDG INC COM 15677J108   1,184,842,353 18,469,873 SH   SOLE N/A 17,925,397 0 544,476
CERTARA INC COM 15687V109   1,531,342 95,292 SH   SOLE N/A 95,292 0 0
CHEFS WHSE INC COM 163086101   2,377,956 71,453 SH   SOLE N/A 71,453 0 0
CINCINNATI FINL CORP COM 172062101   60,349,588 589,409 SH   SOLE N/A 589,409 0 0
CINTAS CORP COM 172908105   213,818,586 473,448 SH   SOLE N/A 473,448 0 0
CLARIVATE PLC ORD SHS G21810109   95,377,291 11,436,126 SH   SOLE N/A 10,023,282 0 1,412,844
COHERENT CORP COM 19247G107   10,838,740 308,796 SH   SOLE N/A 308,796 0 0
CORE & MAIN INC CL A 21874C102   179,978,198 9,320,466 SH   SOLE N/A 8,962,707 0 357,759
COSTAR GROUP INC COM 22160N109   13,852,440 179,250 SH   SOLE N/A 168,988 0 10,262
CRYOPORT INC COM PAR $0.001 229050307   1,026,287 59,152 SH   SOLE N/A 59,152 0 0
CURTISS WRIGHT CORP COM 231561101   99,212,600 594,123 SH   SOLE N/A 594,123 0 0
DANAHER CORPORATION COM 235851102   172,317,565 649,226 SH   SOLE N/A 609,022 0 40,204
DELUXE CORP COM 248019101   1,169,905 68,899 SH   SOLE N/A 68,899 0 0
DENTSPLY SIRONA INC COM 24906P109   43,340,735 1,361,204 SH   SOLE N/A 1,361,204 0 0
DOCUSIGN INC COM 256163106   36,750,886 663,134 SH   SOLE N/A 624,610 0 38,524
DOXIMITY INC CL A 26622P107   960,387 28,617 SH   SOLE N/A 28,617 0 0
DUCKHORN PORTFOLIO INC COM 26414D106   108,154,097 6,527,103 SH   SOLE N/A 6,376,625 0 150,478
ENDAVA PLC ADS 29260V105   946,305 12,370 SH   SOLE N/A 12,370 0 0
ENERGY RECOVERY INC COM 29270J100   1,564,452 76,352 SH   SOLE N/A 76,352 0 0
ENOVIS CORPORATION COM 194014502   38,546,335 720,223 SH   SOLE N/A 720,223 0 0
ENPRO INDS INC COM 29355X107   16,317,630 150,130 SH   SOLE N/A 150,130 0 0
ENTEGRIS INC COM 29362U104   491,264,378 7,489,928 SH   SOLE N/A 7,214,012 0 275,916
ENVESTNET INC COM 29404K106   696,778 11,293 SH   SOLE N/A 11,293 0 0
EVERI HLDGS INC COM 30034T103   1,303,698 90,850 SH   SOLE N/A 90,850 0 0
EXPEDITORS INTL WASH INC COM 302130109   69,644,274 670,172 SH   SOLE N/A 670,172 0 0
F5 INC COM 315616102   1,812,388 12,629 SH   SOLE N/A 12,629 0 0
FAIR ISAAC CORP COM 303250104   13,758,361 22,985 SH   SOLE N/A 22,985 0 0
FASTENAL CO COM 311900104   73,287,039 1,548,754 SH   SOLE N/A 1,548,754 0 0
FIRST AMERN FINL CORP COM 31847R102   29,631,611 566,137 SH   SOLE N/A 566,137 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   610,003,502 5,004,541 SH   SOLE N/A 4,774,976 0 229,565
FORMFACTOR INC COM 346375108   8,905,471 400,606 SH   SOLE N/A 400,606 0 0
FORTIVE CORP COM 34959J108   132,531,880 2,062,753 SH   SOLE N/A 1,932,559 0 130,194
FORTUNE BRANDS INNOVATIONS I COM 34964C106   123,053,204 2,154,670 SH   SOLE N/A 2,154,670 0 0
GARMIN LTD SHS H2906T109   82,877,620 898,013 SH   SOLE N/A 898,013 0 0
GLOBAL WTR RES INC COM 379463102   976,797 73,554 SH   SOLE N/A 73,554 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   3,381,220 62,743 SH   SOLE N/A 62,743 0 0
GODADDY INC CL A 380237107   151,313,798 2,022,371 SH   SOLE N/A 1,935,371 0 87,000
GRIFFON CORP COM 398433102   283,600 7,924 SH   SOLE N/A 7,924 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106   2,262,882 69,670 SH   SOLE N/A 69,670 0 0
HYATT HOTELS CORP COM CL A 448579102   67,394,114 745,098 SH   SOLE N/A 745,098 0 0
I3 VERTICALS INC COM CL A 46571Y107   899,460 36,954 SH   SOLE N/A 36,954 0 0
IDEXX LABS INC COM 45168D104   418,179,398 1,025,050 SH   SOLE N/A 991,500 0 33,550
ILLUMINA INC COM 452327109   386,750,771 1,912,714 SH   SOLE N/A 1,820,890 0 91,824
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   47,199,334 841,793 SH   SOLE N/A 841,793 0 0
INTEL CORP COM 458140100   6,444,268 243,824 SH   SOLE N/A 243,824 0 0
INTEL CORP COM 458140100   218,954,049 8,284,300 SH Call SOLE N/A 8,284,300 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   227,976,659 3,151,025 SH   SOLE N/A 2,961,495 0 189,530
INTUIT COM 461202103   191,357,678 491,644 SH   SOLE N/A 488,582 0 3,062
INVESCO QQQ TR UNIT SER 1 46090E103   11,290,272 42,400 SH Call SOLE N/A 42,400 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   61,937,308 1,205,006 SH   SOLE N/A 1,205,006 0 0
ISHARES TR CORE S&P500 ETF 464287200   8,257,441 21,492 SH   SOLE N/A 21,492 0 0
ISHARES TR RUS MID CAP ETF 464287499   4,577,359 67,863 SH   SOLE N/A 67,863 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   362,843 2,081 SH   SOLE N/A 2,081 0 0
ITT INC COM 45073V108   106,327,534 1,311,067 SH   SOLE N/A 1,311,067 0 0
JACOBS SOLUTIONS INC COM 46982L108   502,838,151 4,187,875 SH   SOLE N/A 4,051,352 0 136,523
JD.COM INC SPON ADR CL A 47215P106   911,271 16,235 SH   SOLE N/A 16,235 0 0
KADANT INC COM 48282T104   3,638,573 20,484 SH   SOLE N/A 20,484 0 0
KINSALE CAP GROUP INC COM 49714P108   1,341,336 5,129 SH   SOLE N/A 5,129 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   5,580,028 26,800 SH Call SOLE N/A 26,800 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   151,229,555 1,602,008 SH   SOLE N/A 1,602,008 0 0
LAUDER ESTEE COS INC CL A 518439104   1,606,760 6,476 SH   SOLE N/A 6,476 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   742,736,440 10,650,078 SH   SOLE N/A 10,317,628 0 332,450
LULULEMON ATHLETICA INC COM 550021109   79,244,711 247,346 SH   SOLE N/A 244,080 0 3,266
LUMENTUM HLDGS INC COM 55024U109   915,844 17,555 SH   SOLE N/A 17,555 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   36,129,788 2,524,793 SH   SOLE N/A 2,488,792 0 36,001
MARTIN MARIETTA MATLS INC COM 573284106   1,220,373,507 3,610,893 SH   SOLE N/A 3,505,865 0 105,028
MASTERBRAND INC COMMON STOCK 57638P104   16,267,759 2,154,670 SH   SOLE N/A 2,154,670 0 0
MASTERCARD INCORPORATED CL A 57636Q104   63,206,882 181,770 SH   SOLE N/A 171,865 0 9,905
MATTHEWS INTL CORP CL A 577128101   1,806,705 59,353 SH   SOLE N/A 59,353 0 0
MERCURY SYS INC COM 589378108   1,558,473 34,834 SH   SOLE N/A 34,834 0 0
META PLATFORMS INC CL A 30303M102   98,257,610 816,500 SH Call SOLE N/A 816,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   44,443,251 30,747 SH   SOLE N/A 29,073 0 1,674
MICROSOFT CORP COM 594918104   67,517,964 281,536 SH   SOLE N/A 262,468 0 19,068
MICROSOFT CORP COM 594918104   102,523,050 427,500 SH Call SOLE N/A 427,500 0 0
MIDDLEBY CORP COM 596278101   607,476,315 4,536,791 SH   SOLE N/A 4,392,384 0 144,407
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   6,648,989 189,646 SH   SOLE N/A 189,646 0 0
MODEL N INC COM 607525102   762,163 18,791 SH   SOLE N/A 18,791 0 0
MOHAWK INDS INC COM 608190104   43,577,817 426,314 SH   SOLE N/A 426,314 0 0
MOODYS CORP COM 615369105   14,108,202 50,636 SH   SOLE N/A 50,636 0 0
MORNINGSTAR INC COM 617700109   854,616,707 3,945,781 SH   SOLE N/A 3,746,788 0 198,993
NATIONAL RESH CORP COM NEW 637372202   1,580,588 42,375 SH   SOLE N/A 42,375 0 0
NCINO INC COM 63947X101   1,387,941 52,494 SH   SOLE N/A 52,494 0 0
NEOGEN CORP COM 640491106   103,068,340 6,767,455 SH   SOLE N/A 6,695,877 0 71,578
NIKE INC CL B 654106103   2,372,261 20,274 SH   SOLE N/A 20,274 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   65,117,121 6,979,327 SH   SOLE N/A 6,979,327 0 0
OUTFRONT MEDIA INC COM 69007J106   1,837,744 110,841 SH   SOLE N/A 110,841 0 0
PAYCHEX INC COM 704326107   187,761,657 1,624,798 SH   SOLE N/A 1,559,201 0 65,597
PAYPAL HLDGS INC COM 70450Y103   6,317,214 88,700 SH Call SOLE N/A 88,700 0 0
PERFICIENT INC COM 71375U101   2,078,141 29,760 SH   SOLE N/A 29,760 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   146,602,090 16,039,616 SH   SOLE N/A 16,039,616 0 0
PERKINELMER INC COM 714046109   1,371,028,814 9,777,698 SH   SOLE N/A 9,493,659 0 284,039
POOL CORP COM 73278L105   454,147,730 1,502,159 SH   SOLE N/A 1,446,517 0 55,642
PORTILLOS INC COM CL A 73642K106   12,996,399 796,348 SH   SOLE N/A 796,348 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   78,139,048 3,385,574 SH   SOLE N/A 3,361,916 0 23,658
PTC INC COM 69370C100   420,695,305 3,504,626 SH   SOLE N/A 3,504,626 0 0
QORVO INC COM 74736K101   10,867,464 119,897 SH   SOLE N/A 119,897 0 0
QUALCOMM INC COM 747525103   61,129,938 556,030 SH   SOLE N/A 535,711 0 20,319
REPAY HLDGS CORP COM CL A 76029L100   382,206 47,479 SH   SOLE N/A 47,479 0 0
ROCKY BRANDS INC COM 774515100   1,492,217 63,176 SH   SOLE N/A 63,176 0 0
ROLLINS INC COM 775711104   465,239,375 12,732,331 SH   SOLE N/A 12,436,698 0 295,633
ROVER GROUP INC COM CL A 77936F103   5,434,264 1,480,726 SH   SOLE N/A 1,480,726 0 0
S&P GLOBAL INC COM 78409V104   151,141,675 451,250 SH   SOLE N/A 445,545 0 5,705
SALESFORCE INC COM 79466L302   48,438,972 365,329 SH   SOLE N/A 345,579 0 19,750
SALESFORCE INC COM 79466L302   11,575,107 87,300 SH Call SOLE N/A 87,300 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   397,862,202 9,852,952 SH   SOLE N/A 9,332,943 0 520,009
SERVICE CORP INTL COM 817565104   579,377,229 8,379,769 SH   SOLE N/A 8,128,102 0 251,667
SERVICENOW INC COM 81762P102   39,893,578 102,747 SH   SOLE N/A 96,307 0 6,440
SHERWIN WILLIAMS CO COM 824348106   29,719,412 125,224 SH   SOLE N/A 125,224 0 0
SHOPIFY INC CL A 82509L107   18,660,096 537,600 SH Call SOLE N/A 537,600 0 0
SHOTSPOTTER INC COM 82536T107   2,691,413 79,557 SH   SOLE N/A 79,557 0 0
SI-BONE INC COM 825704109   913,689 67,183 SH   SOLE N/A 67,183 0 0
SIGNET JEWELERS LIMITED SHS G81276100   662,276,684 9,739,363 SH   SOLE N/A 9,537,030 0 202,333
SKYWORKS SOLUTIONS INC COM 83088M102   36,748,628 403,255 SH   SOLE N/A 394,114 0 9,141
SOUTHSTATE CORPORATION COM 840441109   239,344,388 3,134,421 SH   SOLE N/A 3,134,421 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   422,585 1,105 SH   SOLE N/A 1,105 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   19,427,444 50,800 SH Call SOLE N/A 50,800 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   42,822,006 542,394 SH   SOLE N/A 542,394 0 0
SPROUT SOCIAL INC COM CL A 85209W109   1,293,555 22,911 SH   SOLE N/A 22,911 0 0
SPS COMM INC COM 78463M107   828,630 6,452 SH   SOLE N/A 6,452 0 0
STAGWELL INC COM CL A 85256A109   34,963,970 5,630,269 SH   SOLE N/A 5,630,269 0 0
STERIS PLC SHS USD G8473T100   282,284,629 1,528,424 SH   SOLE N/A 1,448,234 0 80,190
SUMMIT MATLS INC CL A 86614U100   5,682,457 200,157 SH   SOLE N/A 200,157 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   188,306,996 2,527,950 SH   SOLE N/A 2,488,021 0 39,929
TELEDYNE TECHNOLOGIES INC COM 879360105   906,086,485 2,265,726 SH   SOLE N/A 2,198,246 0 67,480
TELEFLEX INCORPORATED COM 879369106   27,930,352 111,887 SH   SOLE N/A 111,887 0 0
TEMPUR SEALY INTL INC COM 88023U101   330,922,593 9,639,458 SH   SOLE N/A 9,639,458 0 0
TENABLE HLDGS INC COM 88025T102   2,094,168 54,893 SH   SOLE N/A 54,893 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   162,516,879 295,115 SH   SOLE N/A 276,726 0 18,389
TORO CO COM 891092108   661,028,004 5,839,470 SH   SOLE N/A 5,652,683 0 186,787
TRACTOR SUPPLY CO COM 892356106   492,926,818 2,191,078 SH   SOLE N/A 2,115,254 0 75,824
TRANSDIGM GROUP INC COM 893641100   67,529,333 107,249 SH   SOLE N/A 105,989 0 1,260
TRIMBLE INC COM 896239100   408,938,684 8,088,186 SH   SOLE N/A 7,915,667 0 172,519
TRIPADVISOR INC COM 896945201   113,696,548 6,323,501 SH   SOLE N/A 6,323,501 0 0
TYLER TECHNOLOGIES INC COM 902252105   52,497,053 162,827 SH   SOLE N/A 162,827 0 0
UDEMY INC COM 902685106   1,007,071 95,457 SH   SOLE N/A 95,457 0 0
V F CORP COM 918204108   3,235,892 117,200 SH Call SOLE N/A 117,200 0 0
VAIL RESORTS INC COM 91879Q109   622,581,641 2,612,048 SH   SOLE N/A 2,531,863 0 80,185
VISA INC COM CL A 92826C839   317,203,397 1,526,778 SH   SOLE N/A 1,432,616 0 94,162
WABTEC COM 929740108   732,076,108 7,334,697 SH   SOLE N/A 7,111,250 0 223,447
WEST PHARMACEUTICAL SVSC INC COM 955306105   44,610,122 189,548 SH   SOLE N/A 189,548 0 0
WILLIAMS SONOMA INC COM 969904101   31,377,182 273,035 SH   SOLE N/A 273,035 0 0
WOLFSPEED INC COM 977852102   9,791,115 141,818 SH   SOLE N/A 141,818 0 0
WOLVERINE WORLD WIDE INC COM 978097103   667,736 61,092 SH   SOLE N/A 61,092 0 0
WORKDAY INC CL A 98138H101   32,045,201 191,509 SH   SOLE N/A 178,570 0 12,939
XOMETRY INC CLASS A COM 98423F109   1,157,025 35,899 SH   SOLE N/A 35,899 0 0
ZOETIS INC CL A 98978V103   65,135,906 444,462 SH   SOLE N/A 415,656 0 28,806
ZUMIEZ INC COM 989817101   697,528 32,085 SH   SOLE N/A 32,085 0 0