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 26,450,310 208,500 SH SOLE 208,500 0 0
ACI WORLDWIDE INC COM 004498101 7,131,122 141,800 SH SOLE 141,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 77,560,199 133,515 SH SOLE 133,515 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,839,759 24,023 SH SOLE 24,023 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,839,200 40,000 SH SOLE 40,000 0 0
ALLSTATE CORP COM 020002101 4,782,594 20,100 SH SOLE 20,100 0 0
ALPHABET INC CAP STK CL A 02079K305 43,956,510 123,000 SH SOLE 123,000 0 0
AMAZON COM INC COM 023135106 32,417,815 136,015 SH SOLE 136,015 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 11,306,032 80,792 SH SOLE 80,792 0 0
AMKOR TECHNOLOGY INC COM 031652100 7,240,156 83,963 SH SOLE 83,963 0 0
APPFOLIO INC COM CL A 03783C100 8,893,011 55,460 SH SOLE 55,460 0 0
APPLE INC COM 037833100 8,716,867 30,125 SH SOLE 30,125 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 45,562,331 134,740 SH SOLE 134,740 0 0
APPLIED MATLS INC COM 038222105 3,562,530 4,927 SH SOLE 4,927 0 0
APPLOVIN CORP COM CL A 03831W108 27,823,966 54,003 SH SOLE 54,003 0 0
APTARGROUP INC COM 038336103 8,676,360 69,300 SH SOLE 69,300 0 0
ASSURED GUARANTY LTD COM G0585R106 2,565,120 32,000 SH SOLE 32,000 0 0
AUTOZONE INC COM 053332102 55,289,762 17,300 SH SOLE 17,300 0 0
BADGER METER INC COM 056525108 12,493,596 84,200 SH SOLE 84,200 0 0
BALCHEM CORP COM 057665200 6,099,095 36,100 SH SOLE 36,100 0 0
BANK OF AMER CORP COM 060505104 4,957,260 87,000 SH SOLE 87,000 0 0
BERKLEY W R CORP COM 084423102 63,932,906 906,464 SH SOLE 906,464 0 0
BLACKSTONE INC COM 09260D107 3,647,770 31,000 SH SOLE 31,000 0 0
BOOKING HOLDINGS INC COM 09857L108 3,121,169 17,511 SH SOLE 17,511 0 0
BROADCOM INC COM 11135F101 34,022,591 90,066 SH SOLE 90,066 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,777,700 86,000 SH SOLE 86,000 0 0
BROWN & BROWN INC COM 115236101 28,540,335 444,900 SH SOLE 444,900 0 0
CACI INTL INC CL A 127190304 81,626,412 176,200 SH SOLE 176,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 91,690,676 244,300 SH SOLE 244,300 0 0
CARDINAL HEALTH INC COM 14149Y108 8,013,911 33,734 SH SOLE 33,734 0 0
CARLISLE COS INC COM 142339100 7,037,350 19,400 SH SOLE 19,400 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 6,169,634 10,002 SH SOLE 10,002 0 0
CASEYS GEN STORES INC COM 147528103 73,000,668 91,849 SH SOLE 91,849 0 0
CAVCO INDS INC DEL COM 149568107 13,454,922 21,900 SH SOLE 21,900 0 0
CENTENE CORP DEL COM 15135B101 4,664,559 72,668 SH SOLE 72,668 0 0
CGI INC CL A SUB VTG 12532H104 6,902,533 106,900 SH SOLE 106,900 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 2,603,723 18,309 SH SOLE 18,309 0 0
CINTAS CORP COM 172908105 59,806,107 351,635 SH SOLE 351,635 0 0
COHERENT CORP COM 19247G107 2,603,502 6,600 SH SOLE 6,600 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 18,273,750 125,000 SH SOLE 125,000 0 0
COMFORT SYS USA INC COM 199908104 54,709,792 27,604 SH SOLE 27,604 0 0
COREWEAVE INC COM CL A 21873S108 16,523,640 166,000 SH SOLE 166,000 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 24,789,955 26,500 SH SOLE 26,500 0 0
CRANE NXT CO COM 224441105 3,852,348 75,300 SH SOLE 75,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,741,572 29,800 SH SOLE 29,800 0 0
CURTISS WRIGHT CORP COM 231561101 21,380,969 28,216 SH SOLE 28,216 0 0
DECKERS OUTDOOR CORP COM 243537107 2,418,506 24,358 SH SOLE 24,358 0 0
DELTA AIR LINES INC COM NEW 247361702 4,404,946 47,031 SH SOLE 47,031 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,867,160 22,000 SH SOLE 22,000 0 0
DISNEY WALT CO COM 254687106 2,695,000 28,000 SH SOLE 28,000 0 0
DOLLAR TREE INC COM 256746108 3,546,133 29,319 SH SOLE 29,319 0 0
ECOLAB INC COM 278865100 6,157,281 22,100 SH SOLE 22,100 0 0
ELI LILLY & CO COM 532457108 10,806,903 9,010 SH SOLE 9,010 0 0
EMCOR GROUP INC COM 29084Q100 5,479,702 6,603 SH SOLE 6,603 0 0
ENOVA INTL INC COM 29357K103 3,370,220 14,000 SH SOLE 14,000 0 0
ENPRO INC COM 29355X107 13,117,164 34,800 SH SOLE 34,800 0 0
ENSIGN GROUP INC COM 29358P101 39,000,990 243,300 SH SOLE 243,300 0 0
EPLUS INC COM 294268107 9,288,468 111,600 SH SOLE 111,600 0 0
EXELIXIS INC COM 30161Q104 25,901,500 476,043 SH SOLE 476,043 0 0
EXLSERVICE HLDGS INC COM 302081104 15,103,921 584,065 SH SOLE 584,065 0 0
EXPONENT INC COM 30214U102 1,110,564 18,900 SH SOLE 18,900 0 0
FABRINET SHS G3323L100 25,124,976 44,700 SH SOLE 44,700 0 0
FAIR ISAAC CORP COM 303250104 13,025,492 10,902 SH SOLE 10,902 0 0
FEDERAL SIGNAL CORP COM 313855108 37,562,274 292,336 SH SOLE 292,336 0 0
GATX CORP COM 361448103 24,585,290 138,751 SH SOLE 138,751 0 0
GENERAL MTRS CO COM 37045V100 2,637,173 34,213 SH SOLE 34,213 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,370,592 5,310 SH SOLE 5,310 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 8,157,128 28,015 SH SOLE 28,015 0 0
HEICO CORP NEW COM 422806109 89,651,954 251,697 SH SOLE 251,697 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 6,741,825 149,453 SH SOLE 149,453 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,310,573 10,018 SH SOLE 10,018 0 0
IDEXX LABS INC COM 45168D104 7,695,500 14,618 SH SOLE 14,618 0 0
INSMED INC COM PAR $.01 457669307 15,993,000 150,000 SH SOLE 150,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,714,064 54,160 SH SOLE 54,160 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,517,936 52,944 SH SOLE 52,944 0 0
ITT INC COM 45073V108 49,242,240 249,000 SH SOLE 249,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,927,960 12,000 SH SOLE 12,000 0 0
KADANT INC COM 48282T104 11,249,434 35,800 SH SOLE 35,800 0 0
LAM RESEARCH CORP COM NEW 512807306 5,049,748 11,653 SH SOLE 11,653 0 0
LENNOX INTL INC COM 526107107 71,790,635 125,300 SH SOLE 125,300 0 0
LUMENTUM HLDGS INC COM 55024U109 2,316,762 2,700 SH SOLE 2,700 0 0
LYFT INC CL A COM 55087P104 2,775,900 190,000 SH SOLE 190,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 9,907,117 26,046 SH SOLE 26,046 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 27,921,400 52,000 SH SOLE 52,000 0 0
MARATHON PETE CORP COM 56585A102 4,711,616 18,429 SH SOLE 18,429 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,376,520 28,000 SH SOLE 28,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,218,524 7,311 SH SOLE 7,311 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,718,821 28,658 SH SOLE 28,658 0 0
MEDPACE HLDGS INC COM 58506Q109 17,216,441 32,509 SH SOLE 32,509 0 0
MERIT MED SYS INC COM 589889104 9,568,920 138,000 SH SOLE 138,000 0 0
META PLATFORMS INC CL A 30303M102 36,335,054 64,505 SH SOLE 64,505 0 0
MICRON TECHNOLOGY INC COM 595112103 61,761,447 53,506 SH SOLE 53,506 0 0
MICROSOFT CORP COM 594918104 23,313,750 62,500 SH SOLE 62,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 45,171,410 32,677 SH SOLE 32,677 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 53,323,236 128,400 SH SOLE 128,400 0 0
MSA SAFETY INC COM 553498106 12,849,088 73,600 SH SOLE 73,600 0 0
MSCI INC COM 55354G100 31,157,351 55,634 SH SOLE 55,634 0 0
MURPHY USA INC COM 626755102 26,084,004 48,405 SH SOLE 48,405 0 0
NETAPP INC COM 64110D104 2,931,046 18,939 SH SOLE 18,939 0 0
NETFLIX INC. COM 64110L106 19,849,200 278,000 SH SOLE 278,000 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 3,848,900 55,000 SH SOLE 55,000 0 0
NORTHERN TR CORP COM 665859104 5,310,430 30,548 SH SOLE 30,548 0 0
NUCOR CORP COM 670346105 2,962,575 13,300 SH SOLE 13,300 0 0
NVIDIA CORPORATION COM 67066G104 49,256,871 246,174 SH SOLE 246,174 0 0
OLD REP INTL CORP COM 680223104 10,028,519 245,076 SH SOLE 245,076 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,486,402 26,300 SH SOLE 26,300 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 7,090,930 77,000 SH SOLE 77,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 6,418,833 55,017 SH SOLE 55,017 0 0
PARKER-HANNIFIN CORP COM 701094104 8,803,080 9,000 SH SOLE 9,000 0 0
POST HLDGS INC COM 737446104 20,390,267 231,025 SH SOLE 231,025 0 0
PRIMERICA INC COM 74164M108 26,986,495 94,956 SH SOLE 94,956 0 0
RBC BEARINGS INC COM 75524B104 87,785,378 136,300 SH SOLE 136,300 0 0
REPUBLIC SVCS INC COM 760759100 52,994,061 248,705 SH SOLE 248,705 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 7,807,500 450,000 SH SOLE 450,000 0 0
RLI CORP COM 749607107 13,172,610 223,000 SH SOLE 223,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 22,061,600 220,000 SH SOLE 220,000 0 0
ROLLINS INC COM 775711104 14,051,980 336,655 SH SOLE 336,655 0 0
ROPER TECHNOLOGIES INC COM 776696106 13,761,983 40,669 SH SOLE 40,669 0 0
RUSH ENTERPRISES INC CL A 781846209 27,786,780 380,719 SH SOLE 380,719 0 0
RYDER SYS INC COM 783549108 6,071,467 23,018 SH SOLE 23,018 0 0
S&P GLOBAL INC COM 78409V104 9,852,434 24,192 SH SOLE 24,192 0 0
SALESFORCE INC COM 79466L302 11,125,685 71,018 SH SOLE 71,018 0 0
SELECTIVE INS GROUP INC COM 816300107 10,689,823 110,193 SH SOLE 110,193 0 0
SERVICENOW INC COM 81762P102 40,339,450 406,320 SH SOLE 406,320 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 9,705,300 85,000 SH SOLE 85,000 0 0
SIMPSON MFG INC COM 829073105 9,671,970 46,200 SH SOLE 46,200 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 5,846,351 51,100 SH SOLE 51,100 0 0
SPX TECHNOLOGIES INC COM 78473E103 35,770,303 145,900 SH SOLE 145,900 0 0
STEEL DYNAMICS INC COM 858119100 3,900,820 17,000 SH SOLE 17,000 0 0
STERLING INFRASTRUCTURE INC COM 859241101 3,031,768 3,612 SH SOLE 3,612 0 0
STIFEL FINL CORP COM 860630102 10,928,284 156,633 SH SOLE 156,633 0 0
STRATEGY INC CL A NEW 594972408 11,996,340 138,000 SH SOLE 138,000 0 0
STRYKER CORPORATION COM 863667101 13,025,246 41,371 SH SOLE 41,371 0 0
TD SYNNEX CORPORATION COM 87162W100 14,413,370 53,914 SH SOLE 53,914 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 83,962,710 125,900 SH SOLE 125,900 0 0
TESLA INC COM 88160R101 22,922,700 54,500 SH SOLE 54,500 0 0
TEXAS ROADHOUSE INC COM 882681109 8,038,368 41,600 SH SOLE 41,600 0 0
TOPBUILD COR COM 89055F103 13,401,234 37,800 SH SOLE 37,800 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 23,575,680 48,000 SH SOLE 48,000 0 0
TRANSDIGM GROUP INC COM 893641100 22,454,198 16,857 SH SOLE 16,857 0 0
TTM TECHNOLOGIES INC COM 87305R109 5,410,676 28,931 SH SOLE 28,931 0 0
TYLER TECHNOLOGIES INC COM 902252105 46,817,582 160,082 SH SOLE 160,082 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,926,400 290,000 SH SOLE 290,000 0 0
ULTA BEAUTY INC COM 90384S303 2,219,724 4,922 SH SOLE 4,922 0 0
VERISK ANALYTICS INC COM 92345Y106 3,008,272 16,756 SH SOLE 16,756 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 9,686,235 19,500 SH SOLE 19,500 0 0
VISA INC COM CL A 92826C839 15,105,063 44,027 SH SOLE 44,027 0 0
WASTE CONNECTIONS INC COM 94106B101 57,084,991 342,462 SH SOLE 342,462 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 54,319,972 138,766 SH SOLE 138,766 0 0
WOODWARD INC COM 980745103 120,404,200 283,011 SH SOLE 283,011 0 0
WORKDAY INC CL A 98138H101 3,305,340 27,000 SH SOLE 27,000 0 0
WW GRAINGER INC COM 384802104 21,090,359 15,503 SH SOLE 15,503 0 0