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
AAON INC COM PAR $0.004 000360206 15,898,125 208,500 SH SOLE 208,500 0 0
ACI WORLDWIDE INC COM 004498101 6,780,558 141,823 SH SOLE 141,823 0 0
ACUITY INC COM 00508Y102 13,321,480 37,000 SH SOLE 37,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 41,549,182 194,010 SH SOLE 194,010 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,302,940 43,000 SH SOLE 43,000 0 0
ALPHABET INC CAP STK CL A 02079K305 47,576,000 152,000 SH SOLE 152,000 0 0
AMAZON COM INC COM 023135106 38,780,761 168,013 SH SOLE 168,013 0 0
AMER STATES WTR CO COM 029899101 4,341,552 59,900 SH SOLE 59,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 68,161,223 498,692 SH SOLE 498,692 0 0
APPFOLIO INC COM CL A 03783C100 12,900,210 55,449 SH SOLE 55,449 0 0
APPLE INC COM 037833100 8,438,386 31,039 SH SOLE 31,039 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 26,216,217 102,100 SH SOLE 102,100 0 0
APPLOVIN CORP COM CL A 03831W108 35,377,571 52,503 SH SOLE 52,503 0 0
APTARGROUP INC COM 038336103 8,455,777 69,332 SH SOLE 69,332 0 0
ASSURED GUARANTY LTD COM G0585R106 5,392,200 60,000 SH SOLE 60,000 0 0
AUTOZONE INC COM 053332102 33,915,000 10,000 SH SOLE 10,000 0 0
BADGER METER INC COM 056525108 15,906,192 91,200 SH SOLE 91,200 0 0
BALCHEM CORP COM 057665200 5,536,296 36,100 SH SOLE 36,100 0 0
BANK AMERICA CORP COM 060505104 5,225,000 95,000 SH SOLE 95,000 0 0
BERKLEY W R CORP COM 084423102 90,837,936 1,295,464 SH SOLE 1,295,464 0 0
BLACKSTONE INC COM 09260D107 4,778,340 31,000 SH SOLE 31,000 0 0
BOOKING HOLDINGS INC COM 09857L108 9,645,034 1,801 SH SOLE 1,801 0 0
BROADCOM INC COM 11135F101 31,505,540 91,030 SH SOLE 91,030 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,192,620 86,000 SH SOLE 86,000 0 0
BROWN & BROWN INC COM 115236101 35,458,530 444,900 SH SOLE 444,900 0 0
CACI INTL INC CL A 127190304 93,883,253 176,204 SH SOLE 176,204 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 90,429,394 289,300 SH SOLE 289,300 0 0
CARLISLE COS INC COM 142339100 6,205,284 19,400 SH SOLE 19,400 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 15,427,160 49,000 SH SOLE 49,000 0 0
CASEYS GEN STORES INC COM 147528103 96,282,082 174,200 SH SOLE 174,200 0 0
CAVCO INDS INC DEL COM 149568107 12,937,206 21,900 SH SOLE 21,900 0 0
CGI INC CL A SUB VTG 12532H104 36,653,253 397,110 SH SOLE 397,110 0 0
CHEMED CORP NEW COM 16359R103 15,661,826 36,605 SH SOLE 36,605 0 0
CHURCHILL DOWNS INC COM 171484108 23,878,098 209,862 SH SOLE 209,862 0 0
CINTAS CORP COM 172908105 68,764,995 365,635 SH SOLE 365,635 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 26,458,380 117,000 SH SOLE 117,000 0 0
COMFORT SYS USA INC COM 199908104 56,658,203 60,708 SH SOLE 60,708 0 0
COREWEAVE INC COM CL A 21873S108 13,247,850 185,000 SH SOLE 185,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 48,377,274 56,100 SH SOLE 56,100 0 0
CRANE NXT CO COM 224441105 3,544,371 75,300 SH SOLE 75,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 16,031,592 34,200 SH SOLE 34,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,890,703 56,062 SH SOLE 56,062 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,307,260 22,000 SH SOLE 22,000 0 0
DISNEY WALT CO COM 254687106 3,185,560 28,000 SH SOLE 28,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 2,067,600 60,000 SH SOLE 60,000 0 0
ECOLAB INC COM 278865100 5,801,692 22,100 SH SOLE 22,100 0 0
ELI LILLY & CO COM 532457108 10,220,207 9,510 SH SOLE 9,510 0 0
EMCOR GROUP INC COM 29084Q100 11,992,921 19,603 SH SOLE 19,603 0 0
ENOVA INTL INC COM 29357K103 1,886,400 12,000 SH SOLE 12,000 0 0
ENPRO INC COM 29355X107 2,826,516 13,200 SH SOLE 13,200 0 0
ENSIGN GROUP INC COM 29358P101 28,237,820 162,100 SH SOLE 162,100 0 0
EPLUS INC COM 294268107 12,190,300 139,000 SH SOLE 139,000 0 0
EXELIXIS INC COM 30161Q104 23,450,935 535,043 SH SOLE 535,043 0 0
EXLSERVICE HOLDINGS INC COM 302081104 24,787,719 584,065 SH SOLE 584,065 0 0
EXPONENT INC COM 30214U102 18,205,466 262,100 SH SOLE 262,100 0 0
FABRINET SHS G3323L100 28,546,056 62,700 SH SOLE 62,700 0 0
FAIR ISAAC CORP COM 303250104 52,240,158 30,900 SH SOLE 30,900 0 0
FEDERAL SIGNAL CORP COM 313855108 28,432,780 261,836 SH SOLE 261,836 0 0
FRANKLIN ELEC INC COM 353514102 4,279,744 44,800 SH SOLE 44,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,573,266 25,400 SH SOLE 25,400 0 0
GARTNER INC COM 366651107 9,134,807 36,209 SH SOLE 36,209 0 0
GATX CORP COM 361448103 16,976,960 100,100 SH SOLE 100,100 0 0
GENPACT LIMITED SHS G3922B107 8,420,400 180,000 SH SOLE 180,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,282,011 6,009 SH SOLE 6,009 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 11,018,300 28,015 SH SOLE 28,015 0 0
HEICO CORP NEW COM 422806109 107,981,012 333,697 SH SOLE 333,697 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,164,363 11,016 SH SOLE 11,016 0 0
IDEXX LABS INC COM 45168D104 85,390,264 126,218 SH SOLE 126,218 0 0
INSIGHT ENTERPRISES INC COM 45765U103 725,898 8,910 SH SOLE 8,910 0 0
INSMED INC COM PAR $.01 457669307 14,097,240 81,000 SH SOLE 81,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,126,091 64,159 SH SOLE 64,159 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 26,696,353 164,833 SH SOLE 164,833 0 0
INTUIT COM 461202103 18,156,932 27,410 SH SOLE 27,410 0 0
IQVIA HLDGS INC COM 46266C105 69,652,366 309,003 SH SOLE 309,003 0 0
J & J SNACK FOODS CORP COM 466032109 1,879,696 20,800 SH SOLE 20,800 0 0
JPMORGAN CHASE & CO. COM 46625H100 4,188,860 13,000 SH SOLE 13,000 0 0
KADANT INC COM 48282T104 10,203,716 35,800 SH SOLE 35,800 0 0
LENNOX INTL INC COM 526107107 81,917,346 168,700 SH SOLE 168,700 0 0
LYFT INC CL A COM 55087P104 3,877,022 200,156 SH SOLE 200,156 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 14,909,239 87,046 SH SOLE 87,046 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 28,534,660 49,000 SH SOLE 49,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 24,488,640 132,000 SH SOLE 132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,355,309 28,649 SH SOLE 28,649 0 0
MEDPACE HLDGS INC COM 58506Q109 18,263,735 32,518 SH SOLE 32,518 0 0
MERIT MED SYS INC COM 589889104 13,926,120 158,000 SH SOLE 158,000 0 0
META PLATFORMS INC CL A 30303M102 51,490,352 78,005 SH SOLE 78,005 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 19,658,079 14,100 SH SOLE 14,100 0 0
MICRON TECHNOLOGY INC COM 595112103 15,129,870 53,011 SH SOLE 53,011 0 0
MICROSOFT CORP COM 594918104 29,032,885 60,032 SH SOLE 60,032 0 0
MONOLITHIC PWR SYS INC COM 609839105 70,407,871 77,682 SH SOLE 77,682 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 67,502,652 176,100 SH SOLE 176,100 0 0
MSA SAFETY INC COM 553498106 12,426,864 77,600 SH SOLE 77,600 0 0
MSCI INC COM 55354G100 106,700,085 185,976 SH SOLE 185,976 0 0
NETFLIX INC COM 64110L106 25,596,480 273,000 SH SOLE 273,000 0 0
NVIDIA CORPORATION COM 67066G104 59,516,134 319,121 SH SOLE 319,121 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 8,208,900 90,000 SH SOLE 90,000 0 0
PARKER-HANNIFIN CORP COM 701094104 12,305,440 14,000 SH SOLE 14,000 0 0
POOL CORP COM 73278L105 33,457,204 146,261 SH SOLE 146,261 0 0
POST HLDGS INC COM 737446104 22,288,726 225,025 SH SOLE 225,025 0 0
PRIMERICA INC COM 74164M108 12,246,264 47,400 SH SOLE 47,400 0 0
PROGRESSIVE CORP COM 743315103 5,761,316 25,300 SH SOLE 25,300 0 0
QUALCOMM INC COM 747525103 1,201,524 7,024 SH SOLE 7,024 0 0
QUALYS INC COM 74758T303 2,885,791 21,714 SH SOLE 21,714 0 0
RBC BEARINGS INC COM 75524B104 40,851,973 91,100 SH SOLE 91,100 0 0
REPUBLIC SVCS INC COM 760759100 64,766,444 305,603 SH SOLE 305,603 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 11,628,900 590,000 SH SOLE 590,000 0 0
RLI CORP COM 749607107 26,487,720 414,000 SH SOLE 414,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 28,501,200 252,000 SH SOLE 252,000 0 0
ROKU INC COM CL A 77543R102 12,801,820 118,000 SH SOLE 118,000 0 0
ROLLINS INC COM 775711104 19,488,302 324,697 SH SOLE 324,697 0 0
ROPER TECHNOLOGIES INC COM 776696106 60,390,342 135,669 SH SOLE 135,669 0 0
RUSH ENTERPRISES INC CL A 781846209 14,892,834 276,100 SH SOLE 276,100 0 0
S&P GLOBAL INC COM 78409V104 29,887,967 57,192 SH SOLE 57,192 0 0
SALESFORCE INC COM 79466L302 17,752,695 67,014 SH SOLE 67,014 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 5,999,336 59,600 SH SOLE 59,600 0 0
SELECTIVE INS GROUP INC COM 816300107 9,219,848 110,193 SH SOLE 110,193 0 0
SERVICENOW INC COM 81762P102 48,457,061 316,320 SH SOLE 316,320 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 12,877,600 80,000 SH SOLE 80,000 0 0
SIMPSON MFG INC COM 829073105 7,136,974 44,200 SH SOLE 44,200 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 6,365,016 51,100 SH SOLE 51,100 0 0
SPX TECHNOLOGIES INC COM 78473E103 23,306,990 116,500 SH SOLE 116,500 0 0
STIFEL FINL CORP COM 860630102 13,075,723 104,422 SH SOLE 104,422 0 0
STRATEGY INC CL A NEW 594972408 20,969,100 138,000 SH SOLE 138,000 0 0
STRYKER CORPORATION COM 863667101 35,784,215 101,813 SH SOLE 101,813 0 0
SYNOPSYS INC COM 871607107 6,012,416 12,800 SH SOLE 12,800 0 0
TD SYNNEX CORPORATION COM 87162W100 3,214,922 21,400 SH SOLE 21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 54,392,745 106,500 SH SOLE 106,500 0 0
TESLA INC COM 88160R101 26,533,480 59,000 SH SOLE 59,000 0 0
TEXAS ROADHOUSE INC COM 882681109 6,905,600 41,600 SH SOLE 41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,035,830 29,400 SH SOLE 29,400 0 0
TOPBUILD CORP COM 89055F103 15,185,716 36,400 SH SOLE 36,400 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 18,681,600 48,000 SH SOLE 48,000 0 0
TRANSDIGM GROUP INC COM 893641100 39,439,361 29,657 SH SOLE 29,657 0 0
TRINET GROUP INC COM 896288107 3,742,929 63,300 SH SOLE 63,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 113,070,774 249,082 SH SOLE 249,082 0 0
UBER TECHNOLOGIES INC COM 90353T100 30,722,960 376,000 SH SOLE 376,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 9,973,920 22,000 SH SOLE 22,000 0 0
VISA INC COM CL A 92826C839 18,240,936 52,011 SH SOLE 52,011 0 0
WALKER & DUNLOP INC COM 93148P102 517,290 8,600 SH SOLE 8,600 0 0
WASTE CONNECTIONS INC COM 94106B101 103,587,432 590,713 SH SOLE 590,713 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 31,647,355 114,656 SH SOLE 114,656 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 28,784,046 104,616 SH SOLE 104,616 0 0
WINGSTOP INC COM 974155103 5,199,082 21,800 SH SOLE 21,800 0 0
WOODWARD INC COM 980745103 52,607,006 174,011 SH SOLE 174,011 0 0
WORKDAY INC CL A 98138H101 9,665,100 45,000 SH SOLE 45,000 0 0