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
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,481,004 10,800 SH SOLE 10,800 0 0
ALARM COM HLDGS INC COM 011642105 6,120,023 141,700 SH SOLE 66,700 0 75,000
AMERICAN WTR WKS CO INC NEW COM 030420103 12,226,326 89,840 SH SOLE 89,840 0 0
BADGER METER INC COM 056525108 1,112,155 7,300 SH SOLE 7,300 0 0
BALCHEM CORP COM 057665200 16,727,676 98,700 SH SOLE 53,700 0 45,000
BELLRING BRANDS INC COMMON STOCK 07831C103 2,252,600 140,000 SH SOLE 0 0 140,000
BENTLEY SYS INC COM CL B 08265T208 14,058,536 400,300 SH SOLE 235,300 0 165,000
BIO-TECHNE CORP COM 09073M104 17,823,273 341,050 SH SOLE 213,550 0 127,500
CLEAN HARBORS INC COM 184496107 1,032,228 3,600 SH SOLE 3,600 0 0
CSW INDUSTRIALS INC COM 126402106 12,976,884 49,800 SH SOLE 9,800 0 40,000
DOXIMITY INC CL A 26622P107 1,055,490 45,300 SH SOLE 45,300 0 0
EASTGROUP PPTYS INC COM 277276101 13,992,804 75,600 SH SOLE 30,600 0 45,000
ENTEGRIS INC COM 29362U104 9,601,956 81,900 SH SOLE 21,900 0 60,000
EXPONENT INC COM 30214U102 12,514,950 191,800 SH SOLE 81,800 0 110,000
FABRINET SHS G3323L100 10,430,400 20,000 SH SOLE 0 0 20,000
FEDERAL SIGNAL CORP COM 313855108 13,312,034 123,100 SH SOLE 73,100 0 50,000
FTI CONSULTING INC COM 302941109 8,838,500 50,000 SH SOLE 0 0 50,000
GRACO INC COM 384109104 9,311,500 110,000 SH SOLE 20,000 0 90,000
HAWKINS INC COM 420261109 9,185,280 59,800 SH SOLE 14,800 0 45,000
HEALTHEQUITY INC COM 42226A107 4,245,356 50,800 SH SOLE 50,800 0 0
HEXCEL CORP NEW COM 428291108 3,399,060 42,000 SH SOLE 0 0 42,000
HOULIHAN LOKEY INC CL A 441593100 14,110,665 98,250 SH SOLE 28,250 0 70,000
KINSALE CAP GROUP INC COM 49714P108 1,522,779 4,457 SH SOLE 4,457 0 0
MANHATTAN ASSOCIATES INC COM 562750109 10,557,747 79,310 SH SOLE 39,310 0 40,000
MDA SPACE LTD COM 55293N109 3,396,925 134,100 SH SOLE 59,100 0 75,000
MIRION TECHNOLOGIES INC COM CL A 60471A101 5,675,527 305,300 SH SOLE 135,300 0 170,000
MSCI INC COM 55354G100 8,435,507 15,650 SH SOLE 15,650 0 0
NOVA LTD COM M7516K103 20,901,896 48,130 SH SOLE 13,130 0 35,000
ROLLINS INC COM 775711104 10,842,230 203,000 SH SOLE 83,000 0 120,000
SITIME CORP COM 82982T106 8,633,750 25,000 SH SOLE 0 0 25,000
STEVANATO GROUP S P A ORD SHS T9224W109 2,406,250 175,000 SH SOLE 0 0 175,000
STONEX GROUP INC COM 861896108 2,419,500 30,000 SH SOLE 0 0 30,000
STRIDE INC COM 86333M108 11,047,701 125,300 SH SOLE 30,300 0 95,000
TETRA TECH INC NEW COM 88162G103 2,153,580 71,500 SH SOLE 71,500 0 0
TRADEWEB MKTS INC CL A 892672106 6,253,629 53,150 SH SOLE 53,150 0 0
TRANSCAT INC COM 893529107 2,938,000 40,000 SH SOLE 0 0 40,000
TRANSMEDICS GROUP INC COM 89377M109 7,827,444 78,739 SH SOLE 43,739 0 35,000
TYLER TECHNOLOGIES INC COM 902252105 9,355,534 27,325 SH SOLE 7,325 0 20,000
UNIVERSAL TECHNICAL INST INC COM 913915104 2,406,715 66,668 SH SOLE 66,668 0 0
VALMONT INDS INC COM 920253101 7,751,658 19,400 SH SOLE 9,400 0 10,000
VEEVA SYS INC CL A COM 922475108 6,324,120 36,000 SH SOLE 36,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 7,692,685 26,500 SH SOLE 7,500 0 19,000