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
Expires: July 31, 2015
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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 63,655,955 2,805,463 SH SOLE 2,805,463 0 0
ALIGN TECHNOLOGY INC COM 016255101 86,662,210 457,731 SH SOLE 457,731 0 0
ALLEGION PLC ORD SHS G0176J109 120,923,454 839,047 SH SOLE 839,047 0 0
APPIAN CORP CL A 03782L101 7,832,278 262,300 SH SOLE 262,300 0 0
ATI INC COM 01741R102 16,516,842 191,300 SH SOLE 191,300 0 0
ATLANTA BRAVES HLDGS INC COM SER A 047726104 2,132,319 43,331 SH SOLE 43,331 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 106,828,386 2,284,122 SH SOLE 2,284,122 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 15,835,416 434,800 SH SOLE 434,800 0 0
AXALTA COATING SYS LTD COM G0750C108 10,509,458 353,973 SH SOLE 353,973 0 0
BLACKLINE INC COM 09239B109 96,584,548 1,705,838 SH SOLE 1,705,838 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 92,021,274 332,952 SH SOLE 332,952 0 0
CRANE COMPANY COMMON STOCK 224408104 10,235,071 53,900 SH SOLE 53,900 0 0
DOXIMITY INC CL A 26622P107 15,347,268 250,200 SH SOLE 250,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 33,560,380 429,106 SH SOLE 429,106 0 0
ENTEGRIS INC COM 29362U104 83,990,846 1,041,424 SH SOLE 1,041,424 0 0
FABRINET SHS G3323L100 87,910,706 298,326 SH SOLE 298,326 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 87,351,302 1,072,980 SH SOLE 1,072,980 0 0
FORMFACTOR INC COM 346375108 16,069,470 467,000 SH SOLE 467,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 93,013,921 1,255,757 SH SOLE 1,255,757 0 0
GLOBUS MED INC CL A 379577208 125,311,913 2,123,211 SH SOLE 2,123,211 0 0
GUARDANT HEALTH INC COM 40131M109 3,320,152 63,800 SH SOLE 63,800 0 0
HENRY SCHEIN INC COM 806407102 49,447,545 676,900 SH SOLE 676,900 0 0
HOWMET AEROSPACE INC COM 443201108 57,726,917 310,143 SH SOLE 310,143 0 0
INSPERITY INC COM 45778Q107 47,584,980 791,500 SH SOLE 791,500 0 0
INSULET CORP COM 45784P101 50,711,794 161,410 SH SOLE 161,410 0 0
LEGALZOOM COM INC COM 52466B103 22,961,391 2,577,036 SH SOLE 2,577,036 0 0
MARTIN MARIETTA MATLS INC COM 573284106 105,167,012 191,575 SH SOLE 191,575 0 0
MASIMO CORP COM 574795100 25,011,791 148,685 SH SOLE 148,685 0 0
MATCH GROUP INC NEW COM 57667L107 11,849,466 383,602 SH SOLE 383,602 0 0
MCGRATH RENTCORP COM 580589109 57,532,626 496,142 SH SOLE 496,142 0 0
MILLROSE PPTYS INC COM CL A 601137102 47,840,037 1,678,009 SH SOLE 1,678,009 0 0
MOSAIC CO NEW COM 61945C103 25,707,456 704,700 SH SOLE 704,700 0 0
MYR GROUP INC DEL COM 55405W104 27,296,612 150,436 SH SOLE 150,436 0 0
NCINO INC COM 63947X101 8,204,636 293,337 SH SOLE 293,337 0 0
OPENLANE INC COM 48238T109 82,559,948 3,376,685 SH SOLE 3,376,685 0 0
OUTFRONT MEDIA INC COM NEW 69007J304 1,039,176 63,675 SH SOLE 63,675 0 0
RAPID7 INC COM 753422104 37,798,537 1,634,178 SH SOLE 1,634,178 0 0
REPLIGEN CORP COM 759916109 14,353,452 115,400 SH SOLE 115,400 0 0
ROBERT HALF INC. COM 770323103 15,188,500 370,000 SH SOLE 370,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 58,875,094 407,920 SH SOLE 407,920 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 16,306,628 216,930 SH SOLE 216,930 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 46,851,550 1,539,650 SH SOLE 1,539,650 0 0
SONOS INC COM 83570H108 10,292,050 952,086 SH SOLE 952,086 0 0
STANDARDAERO INC COM 85423L103 8,833,515 279,100 SH SOLE 279,100 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 3,367,540 94,647 SH SOLE 94,647 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 39,686,752 218,119 SH SOLE 218,119 0 0
TWIST BIOSCIENCE CORP COM 90184D100 8,619,897 234,300 SH SOLE 234,300 0 0
UNITED PARKS & RESORTS INC COM 81282V100 92,959,431 1,971,568 SH SOLE 1,971,568 0 0
VALVOLINE INC COM 92047W101 27,978,356 738,800 SH SOLE 738,800 0 0
VOYAGER TECHNOLOGIES INC COM CL A 92892B103 3,489,325 88,900 SH SOLE 88,900 0 0
WEX INC COM 96208T104 59,236,477 403,271 SH SOLE 403,271 0 0
WOODWARD INC COM 980745103 122,997,926 501,848 SH SOLE 501,848 0 0
XPO INC COM 983793100 33,945,237 268,788 SH SOLE 268,788 0 0