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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
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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
ALIGN TECHNOLOGY INC COM 016255101 9,765,920 57,903 SH SOLE 57,903 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,279,026 60,370 SH SOLE 60,370 0 0
DYCOM INDS INC COM 267475101 19,173,490 37,923 SH SOLE 37,923 0 0
FIGS INC CL A 30260D103 7,132,837 697,247 SH SOLE 697,247 0 0
ISHARES TR S&P 100 ETF 464287515 389,036 4,294 SH SOLE 4,294 0 0
HEICO CORP NEW CL A 422806208 12,884,668 49,958 SH SOLE 49,958 0 0
N-ABLE INC COMMON STOCK 62878D100 2,119,293 577,464 SH SOLE 577,464 0 0
PEOPLE INC COM NEW 44891N208 8,527,321 184,734 SH SOLE 184,734 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 6,868,897 119,045 SH SOLE 119,045 0 0
UFP TECHNOLOGIES INC COM 902673102 13,388,535 50,498 SH SOLE 50,498 0 0