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 17,255,460 208,500 SH SOLE 208,500 0 0
ACI WORLDWIDE INC COM 004498101 6,931,184 141,800 SH SOLE 141,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 74,035,045 121,020 SH SOLE 121,020 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,763,900 35,000 SH SOLE 35,000 0 0
ALLSTATE CORP COM 020002101 7,768,428 35,015 SH SOLE 35,015 0 0
ALPHABET INC CAP STK CL A 02079K305 41,977,760 122,000 SH SOLE 122,000 0 0
AMAZON COM INC COM 023135106 33,889,134 136,019 SH SOLE 136,019 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 10,571,822 77,302 SH SOLE 77,302 0 0
AMETEK INC COM 031100100 16,677,184 67,320 SH SOLE 67,320 0 0
AMKOR TECHNOLOGY INC COM 031652100 3,041,654 58,069 SH SOLE 58,069 0 0
APPFOLIO INC COM CL A 03783C100 11,120,839 55,460 SH SOLE 55,460 0 0
APPLE INC COM 037833100 10,036,812 30,139 SH SOLE 30,139 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 47,763,365 143,740 SH SOLE 143,740 0 0
APPLOVIN CORP COM CL A 03831W108 15,683,634 54,001 SH SOLE 54,001 0 0
APTARGROUP INC COM 038336103 8,396,388 69,300 SH SOLE 69,300 0 0
ASSURED GUARANTY LTD COM G0585R106 1,354,400 20,000 SH SOLE 20,000 0 0
ASTERA LABS INC COM 04626A103 17,275,488 48,531 SH SOLE 48,531 0 0
ATLASSIAN CORPORATION CL A 049468101 11,363,579 63,381 SH SOLE 63,381 0 0
AUTOZONE INC COM 053332102 40,486,266 14,306 SH SOLE 14,306 0 0
BALCHEM CORP COM 057665200 5,955,056 36,100 SH SOLE 36,100 0 0
BANK OF AMER CORP COM 060505104 4,735,410 87,000 SH SOLE 87,000 0 0
BERKLEY W R CORP COM 084423102 55,195,444 817,226 SH SOLE 817,226 0 0
BLACKSTONE INC COM 09260D107 3,474,790 31,000 SH SOLE 31,000 0 0
BOOKING HOLDINGS INC COM 09857L108 2,856,159 17,532 SH SOLE 17,532 0 0
BROADCOM INC COM 11135F101 31,279,279 89,067 SH SOLE 89,067 0 0
CACI INTL INC CL A 127190304 98,806,170 162,214 SH SOLE 162,214 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 47,266,313 143,151 SH SOLE 143,151 0 0
CARDINAL HEALTH INC COM 14149Y108 7,504,459 33,728 SH SOLE 33,728 0 0
CARLISLE COS INC COM 142339100 6,250,098 19,400 SH SOLE 19,400 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 3,889,367 10,003 SH SOLE 10,003 0 0
CASEYS GEN STORES INC COM 147528103 43,922,296 72,186 SH SOLE 72,186 0 0
CAVCO INDS INC DEL COM 149568107 12,269,694 21,900 SH SOLE 21,900 0 0
CENTENE CORP DEL COM 15135B101 4,514,136 72,668 SH SOLE 72,668 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 1,650,636 14,884 SH SOLE 14,884 0 0
CINTAS CORP COM 172908105 64,450,784 330,415 SH SOLE 330,415 0 0
COHERENT CORP COM 19247G107 16,210,610 56,324 SH SOLE 56,324 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 23,301,250 125,000 SH SOLE 125,000 0 0
COMFORT SYS USA INC COM 199908104 42,616,014 25,764 SH SOLE 25,764 0 0
COREWEAVE INC COM CL A 21873S108 14,461,920 166,000 SH SOLE 166,000 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 24,124,010 26,500 SH SOLE 26,500 0 0
CRANE NXT CO COM 224441105 3,546,630 75,300 SH SOLE 75,300 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 16,875,047 86,632 SH SOLE 86,632 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 28,859,213 109,006 SH SOLE 109,006 0 0
CURTISS WRIGHT CORP COM 231561101 17,820,441 32,769 SH SOLE 32,769 0 0
DATADOG INC CL A COM 23804L103 11,703,527 42,737 SH SOLE 42,737 0 0
DELTA AIR LINES INC COM NEW 247361702 5,821,194 69,748 SH SOLE 69,748 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,043,820 22,000 SH SOLE 22,000 0 0
DISNEY WALT CO COM 254687106 2,937,200 28,000 SH SOLE 28,000 0 0
DOLLAR TREE INC COM 256746108 3,342,952 29,319 SH SOLE 29,319 0 0
EATON CORP PLC SHS G29183103 3,437,680 8,000 SH SOLE 8,000 0 0
ECOLAB INC COM 278865100 6,068,218 22,100 SH SOLE 22,100 0 0
ELI LILLY & CO COM 532457108 10,309,638 8,910 SH SOLE 8,910 0 0
EMCOR GROUP INC COM 29084Q100 4,981,903 6,603 SH SOLE 6,603 0 0
ENOVA INTL INC COM 29357K103 2,339,540 14,000 SH SOLE 14,000 0 0
ENPRO INC COM 29355X107 10,657,848 34,800 SH SOLE 34,800 0 0
ENSIGN GROUP INC COM 29358P101 41,847,600 243,300 SH SOLE 243,300 0 0
EPLUS INC COM 294268107 8,064,896 89,600 SH SOLE 89,600 0 0
EXELIXIS INC COM 30161Q104 25,236,625 432,060 SH SOLE 432,060 0 0
EXLSERVICE HLDGS INC COM 302081104 20,080,155 584,065 SH SOLE 584,065 0 0
FABRINET SHS G3323L100 18,964,869 44,700 SH SOLE 44,700 0 0
FEDERAL SIGNAL CORP COM 313855108 34,382,149 310,336 SH SOLE 310,336 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,479,087 6,644 SH SOLE 6,644 0 0
GATX CORP COM 361448103 23,590,445 138,751 SH SOLE 138,751 0 0
GENERAL MTRS CO COM 37045V100 2,270,013 29,481 SH SOLE 29,481 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,601,084 5,110 SH SOLE 5,110 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 6,399,311 26,615 SH SOLE 26,615 0 0
HEICO CORP NEW COM 422806109 54,380,790 179,368 SH SOLE 179,368 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 9,170,950 143,543 SH SOLE 143,543 0 0
HF SINCLAIR CORP COM 403949100 5,015,835 46,737 SH SOLE 46,737 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,185,227 10,013 SH SOLE 10,013 0 0
HUMANA INC COM 444859102 2,199,751 5,765 SH SOLE 5,765 0 0
IDEXX LABS INC COM 45168D104 7,633,373 14,618 SH SOLE 14,618 0 0
IDT CORP CL B NEW 448947507 943,486 11,798 SH SOLE 11,798 0 0
INSMED INC COM PAR $.01 457669307 17,691,700 155,000 SH SOLE 155,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,368,796 51,145 SH SOLE 51,145 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 8,049,076 52,944 SH SOLE 52,944 0 0
ITT INC COM 45073V108 48,855,577 242,075 SH SOLE 242,075 0 0
JPMORGAN CHASE & CO COM 46625H100 3,969,960 12,000 SH SOLE 12,000 0 0
KADANT INC COM 48282T104 9,362,416 35,800 SH SOLE 35,800 0 0
LAM RESEARCH CORP COM NEW 512807306 2,182,321 6,643 SH SOLE 6,643 0 0
LENNOX INTL INC COM 526107107 36,613,923 103,132 SH SOLE 103,132 0 0
LUMENTUM HLDGS INC COM 55024U109 33,446,309 34,436 SH SOLE 34,436 0 0
LYFT INC CL A COM 55087P104 2,701,800 180,000 SH SOLE 180,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 25,701,960 51,000 SH SOLE 51,000 0 0
MARATHON PETE CORP COM 56585A102 8,300,889 20,993 SH SOLE 20,993 0 0
MARRIOTT INTL INC NEW CL A 571903202 8,536,080 24,000 SH SOLE 24,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,249,489 7,319 SH SOLE 7,319 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,309,094 25,947 SH SOLE 25,947 0 0
MATERION CORP COM 576690101 2,399,351 8,900 SH SOLE 8,900 0 0
MEDPACE HLDGS INC COM 58506Q109 27,528,211 44,103 SH SOLE 44,103 0 0
MERIT MED SYS INC COM 589889104 11,900,861 138,013 SH SOLE 138,013 0 0
META PLATFORMS INC CL A 30303M102 46,779,958 64,508 SH SOLE 64,508 0 0
MICRON TECHNOLOGY INC COM 595112103 55,392,526 52,006 SH SOLE 52,006 0 0
MICROSOFT CORP COM 594918104 31,810,904 62,022 SH SOLE 62,022 0 0
MODERNA INC COM 60770K107 1,873,128 9,727 SH SOLE 9,727 0 0
MONOLITHIC PWR SYS INC COM 609839105 26,041,763 19,330 SH SOLE 19,330 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 53,188,166 119,264 SH SOLE 119,264 0 0
MSA SAFETY INC COM 553498106 13,091,968 73,600 SH SOLE 73,600 0 0
MURPHY USA INC COM 626755102 25,406,142 50,406 SH SOLE 50,406 0 0
NETAPP INC COM 64110D104 3,979,577 18,943 SH SOLE 18,943 0 0
NETFLIX INC. COM 64110L106 19,343,240 278,000 SH SOLE 278,000 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 3,503,500 55,000 SH SOLE 55,000 0 0
NORTHERN TR CORP COM 665859104 3,865,606 22,825 SH SOLE 22,825 0 0
NUCOR CORP COM 670346105 3,108,875 13,300 SH SOLE 13,300 0 0
NVIDIA CORPORATION COM 67066G104 56,222,264 246,179 SH SOLE 246,179 0 0
OLD REP INTL CORP COM 680223104 9,143,816 245,077 SH SOLE 245,077 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 6,576,570 77,000 SH SOLE 77,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 10,291,359 55,019 SH SOLE 55,019 0 0
PARKER-HANNIFIN CORP COM 701094104 8,598,780 9,000 SH SOLE 9,000 0 0
POST HLDGS INC COM 737446104 16,830,171 231,025 SH SOLE 231,025 0 0
PRIMERICA INC COM 74164M108 26,682,235 97,956 SH SOLE 97,956 0 0
RBC BEARINGS INC COM 75524B104 66,172,937 132,550 SH SOLE 132,550 0 0
REPUBLIC SVCS INC COM 760759100 41,891,522 199,607 SH SOLE 199,607 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 6,573,600 440,000 SH SOLE 440,000 0 0
RLI CORP COM 749607107 12,334,130 223,000 SH SOLE 223,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 36,600,975 325,342 SH SOLE 325,342 0 0
ROPER TECHNOLOGIES INC COM 776696106 14,210,867 40,671 SH SOLE 40,671 0 0
RUSH ENTERPRISES INC CL A 781846209 27,855,722 608,071 SH SOLE 608,071 0 0
RYDER SYS INC COM 783549108 5,244,907 23,018 SH SOLE 23,018 0 0
S&P GLOBAL INC COM 78409V104 8,754,078 22,192 SH SOLE 22,192 0 0
SALESFORCE INC COM 79466L302 15,386,217 67,022 SH SOLE 67,022 0 0
SELECTIVE INS GROUP INC COM 816300107 9,213,807 110,213 SH SOLE 110,213 0 0
SERVICENOW INC COM 81762P102 41,091,754 306,632 SH SOLE 306,632 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 12,457,200 84,000 SH SOLE 84,000 0 0
SIMPSON MFG INC COM 829073105 7,894,656 46,200 SH SOLE 46,200 0 0
SPX TECHNOLOGIES INC COM 78473E103 24,738,804 145,900 SH SOLE 145,900 0 0
STIFEL FINL CORP COM 860630102 10,970,575 156,633 SH SOLE 156,633 0 0
STRATEGY INC CL A NEW 594972408 21,126,420 138,000 SH SOLE 138,000 0 0
STRYKER CORPORATION COM 863667101 5,059,190 18,371 SH SOLE 18,371 0 0
TD SYNNEX CORPORATION COM 87162W100 10,814,346 42,104 SH SOLE 42,104 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 56,562,581 93,213 SH SOLE 93,213 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 3,180,189 12,444 SH SOLE 12,444 0 0
TERADYNE INC COM 880770102 9,919,316 24,742 SH SOLE 24,742 0 0
TESLA INC COM 88160R101 19,338,712 54,504 SH SOLE 54,504 0 0
TEXAS ROADHOUSE INC COM 882681109 6,503,744 41,600 SH SOLE 41,600 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 18,932,538 41,888 SH SOLE 41,888 0 0
TRANSDIGM GROUP INC COM 893641100 18,249,388 16,857 SH SOLE 16,857 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,955,162 24,057 SH SOLE 24,057 0 0
TYLER TECHNOLOGIES INC COM 902252105 5,970,564 18,740 SH SOLE 18,740 0 0
UBER TECHNOLOGIES INC COM 90353T100 19,662,370 287,000 SH SOLE 287,000 0 0
ULTA BEAUTY INC COM 90384S303 2,686,610 4,919 SH SOLE 4,919 0 0
US FOODS HLDG CORP COM 912008109 3,898,454 42,278 SH SOLE 42,278 0 0
VERISK ANALYTICS INC COM 92345Y106 3,158,692 18,819 SH SOLE 18,819 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 10,194,795 19,500 SH SOLE 19,500 0 0
VISA INC COM CL A 92826C839 15,820,070 44,027 SH SOLE 44,027 0 0
WASTE CONNECTIONS INC COM 94106B101 49,418,765 321,047 SH SOLE 321,047 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 49,148,167 138,766 SH SOLE 138,766 0 0
WOODWARD INC COM 980745103 75,558,942 229,949 SH SOLE 229,949 0 0
WORKDAY INC CL A 98138H101 4,952,964 26,005 SH SOLE 26,005 0 0
WW GRAINGER INC COM 384802104 27,670,899 22,212 SH SOLE 22,212 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 4,738,298 12,693 SH SOLE 12,693 0 0