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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   523,771 5,233 SH   SOLE   5,233 0 0
ABBOTT LABS COM 002824100   6,276,172 57,569 SH   SOLE   57,569 0 0
ABBVIE INC COM 00287Y109   12,809,589 95,076 SH   SOLE   88,719 0 6,357
ACI WORLDWIDE INC COM 004498101   3,932,297 169,715 SH   SOLE   169,715 0 0
ACUSHNET HLDGS CORP COM 005098108   6,409,152 117,212 SH   SOLE   117,212 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   13,423,753 27,452 SH   SOLE   24,047 0 3,405
AGILITI INC COM 00848J104   6,133,430 371,723 SH   SOLE   325,968 0 45,755
AGILYSYS INC COM 00847J105   16,534,209 240,883 SH   SOLE   240,883 0 0
ALAMO GROUP INC COM 011311107   19,081,950 103,757 SH   SOLE   103,757 0 0
ALBANY INTL CORP CL A 012348108   23,750,954 254,620 SH   SOLE   248,422 0 6,198
ALPHABET INC CAP STK CL C 02079K107   28,182,865 232,974 SH   SOLE   212,090 0 20,884
ALPHABET INC CAP STK CL A 02079K305   5,739,974 47,953 SH   SOLE   47,953 0 0
AMAZON COM INC COM 023135106   30,469,304 233,732 SH   SOLE   216,708 0 17,024
AMBARELLA INC SHS G037AX101   3,428,713 40,979 SH   SOLE   40,979 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   13,577,222 1,150,612 SH   SOLE   1,150,612 0 0
AMERISAFE INC COM 03071H100   6,168,004 115,679 SH   SOLE   115,679 0 0
AMGEN INC COM 031162100   1,206,679 5,435 SH   SOLE   5,435 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103   30,640,648 533,159 SH   SOLE   533,159 0 0
ANALOG DEVICES INC COM 032654105   14,717,311 75,547 SH   SOLE   68,289 0 7,258
API GROUP CORP COM STK 00187Y100   20,980,768 769,654 SH   SOLE   769,654 0 0
APPLE INC COM 037833100   58,220,483 300,152 SH   SOLE   285,658 0 14,494
APTIV PLC SHS G6095L109   7,039,616 68,955 SH   SOLE   60,438 0 8,517
ATRICURE INC COM 04963C209   19,494,732 394,950 SH   SOLE   394,950 0 0
AUTODESK INC COM 052769106   4,384,178 21,427 SH   SOLE   18,797 0 2,630
AUTOMATIC DATA PROCESSING IN COM 053015103   9,065,458 41,246 SH   SOLE   41,246 0 0
AXOGEN INC COM 05463X106   5,035,651 551,550 SH   SOLE   551,550 0 0
AXONICS INC COM 05465P101   22,564,531 447,088 SH   SOLE   447,088 0 0
AZEK CO INC CL A 05478C105   31,654,231 1,045,039 SH   SOLE   1,013,264 0 31,775
AZENTA INC COM 114340102   4,290,032 91,903 SH   SOLE   91,903 0 0
BANK AMERICA CORP COM 060505104   205,736 7,171 SH   SOLE   7,171 0 0
BECTON DICKINSON & CO COM 075887109   4,995,597 18,922 SH   SOLE   18,922 0 0
BELDEN INC COM 077454106   30,510,533 318,981 SH   SOLE   318,981 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,536,664 13,304 SH   SOLE   13,304 0 0
BIO-TECHNE CORP COM 09073M104   9,118,071 111,700 SH   SOLE   100,293 0 11,407
BLACKLINE INC COM 09239B109   2,708,007 50,316 SH   SOLE   50,316 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107   453,377 50,827 SH   SOLE   50,827 0 0
BLACKROCK INC COM 09247X101   12,186,872 17,633 SH   SOLE   16,380 0 1,253
BOEING CO COM 097023105   2,998,683 14,201 SH   SOLE   14,201 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   7,279,605 78,741 SH   SOLE   69,025 0 9,716
BRISTOL-MYERS SQUIBB CO COM 110122108   1,371,152 21,441 SH   SOLE   21,441 0 0
BRP GROUP INC COM CL A 05589G102   16,493,320 665,590 SH   SOLE   665,590 0 0
BUMBLE INC COM CL A 12047B105   15,697,052 935,462 SH   SOLE   935,462 0 0
CACI INTL INC CL A 127190304   7,238,078 21,236 SH   SOLE   18,622 0 2,614
CALIFORNIA WTR SVC GROUP COM 130788102   16,887,089 327,079 SH   SOLE   327,079 0 0
CALIX INC COM 13100M509   14,613,049 292,788 SH   SOLE   292,788 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,230,450 15,234 SH   SOLE   15,234 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   36,806,349 655,734 SH   SOLE   655,734 0 0
CASELLA WASTE SYS INC CL A 147448104   41,078,139 454,153 SH   SOLE   440,429 0 13,724
CASEYS GEN STORES INC COM 147528103   6,936,191 28,441 SH   SOLE   24,940 0 3,501
CBIZ INC COM 124805102   37,845,210 710,308 SH   SOLE   710,308 0 0
CERTARA INC COM 15687V109   19,088,359 1,048,235 SH   SOLE   1,048,235 0 0
CHART INDS INC COM 16115Q308   6,971,318 43,628 SH   SOLE   38,248 0 5,380
CHEVRON CORP NEW COM 166764100   3,084,375 19,602 SH   SOLE   19,602 0 0
CIENA CORP COM NEW 171779309   3,845,260 90,498 SH   SOLE   79,389 0 11,109
CISCO SYS INC COM 17275R102   2,175,770 42,052 SH   SOLE   42,052 0 0
CITIGROUP INC COM NEW 172967424   1,232,997 26,781 SH   SOLE   26,781 0 0
CME GROUP INC COM 12572Q105   7,214,451 38,936 SH   SOLE   34,226 0 4,710
COCA COLA CO COM 191216100   393,176 6,529 SH   SOLE   6,529 0 0
COLGATE PALMOLIVE CO COM 194162103   956,298 12,413 SH   SOLE   12,413 0 0
CONFLUENT INC CLASS A COM 20717M103   6,331,825 179,321 SH   SOLE   157,417 0 21,904
CORCEPT THERAPEUTICS INC COM 218352102   17,633,548 792,519 SH   SOLE   792,519 0 0
COSTCO WHSL CORP NEW COM 22160K105   10,835,436 20,126 SH   SOLE   20,126 0 0
CRANE COMPANY COMMON STOCK 224408104   21,604,470 242,420 SH   SOLE   242,420 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,293,891 29,236 SH   SOLE   25,791 0 3,445
CROWN CASTLE INC COM 22822V101   4,498,693 39,483 SH   SOLE   39,483 0 0
CRYOPORT INC COM PAR $0.001 229050307   16,196,629 938,935 SH   SOLE   938,935 0 0
DANAHER CORPORATION COM 235851102   10,016,880 41,737 SH   SOLE   41,737 0 0
DEERE & CO COM 244199105   22,254,656 54,924 SH   SOLE   51,845 0 3,079
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103   5,433,890 493,990 SH   SOLE   493,990 0 0
DESCARTES SYS GROUP INC COM 249906108   28,868,520 360,361 SH   SOLE   360,361 0 0
DISNEY WALT CO COM 254687106   4,102,237 45,948 SH   SOLE   45,948 0 0
DONALDSON INC COM 257651109   903,270 14,450 SH   SOLE   14,450 0 0
DORMAN PRODS INC COM 258278100   4,612,974 58,518 SH   SOLE   58,518 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109   326,620 27,424 SH   SOLE   27,424 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   31,518,117 809,818 SH   SOLE   809,818 0 0
DOXIMITY INC CL A 26622P107   4,413,687 129,738 SH   SOLE   113,731 0 16,007
DRIVEN BRANDS HLDGS INC COM 26210V102   3,888,955 143,716 SH   SOLE   126,070 0 17,646
EATON CORP PLC SHS G29183103   23,237,708 115,553 SH   SOLE   106,460 0 9,093
ECOLAB INC COM 278865100   6,464,515 34,627 SH   SOLE   34,627 0 0
ECOVYST INC COM 27923Q109   12,850,167 1,121,306 SH   SOLE   1,121,306 0 0
EMERSON ELEC CO COM 291011104   682,896 7,555 SH   SOLE   7,555 0 0
EOG RES INC COM 26875P101   640,635 5,598 SH   SOLE   5,598 0 0
ESAB CORPORATION COM 29605J106   20,839,197 313,183 SH   SOLE   313,183 0 0
ESCO TECHNOLOGIES INC COM 296315104   7,661,055 73,927 SH   SOLE   73,927 0 0
EXXON MOBIL CORP COM 30231G102   1,644,464 15,333 SH   SOLE   15,333 0 0
FIRST AMERN FINL CORP COM 31847R102   5,996,736 105,169 SH   SOLE   92,229 0 12,940
FIRST INTST BANCSYSTEM INC COM 32055Y201   3,742,952 157,003 SH   SOLE   157,003 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846   3,387,359 74,595 SH   SOLE   74,595 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   3,057,677 32,762 SH   SOLE   28,771 0 3,991
FISERV INC COM 337738108   1,064,706 8,440 SH   SOLE   8,440 0 0
FIVE9 INC COM 338307101   32,381,248 392,738 SH   SOLE   382,137 0 10,601
FLUOR CORP NEW COM 343412102   19,650,552 663,870 SH   SOLE   663,870 0 0
FORTIVE CORP COM 34959J108   1,246,790 16,675 SH   SOLE   16,675 0 0
FREEPORT-MCMORAN INC CL B 35671D857   486,920 12,173 SH   SOLE   12,173 0 0
FRESHPET INC COM 358039105   39,692,972 603,145 SH   SOLE   590,798 0 12,347
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   860,332 10,590 SH   SOLE   10,590 0 0
GENERAL ELECTRIC CO COM NEW 369604301   3,878,694 35,309 SH   SOLE   35,309 0 0
GENERAL MLS INC COM 370334104   776,204 10,120 SH   SOLE   10,120 0 0
GLAUKOS CORP COM 377322102   3,677,640 51,645 SH   SOLE   51,645 0 0
GLOBUS MED INC CL A 379577208   7,475,961 125,562 SH   SOLE   110,222 0 15,340
GRAINGER W W INC COM 384802104   3,080,233 3,906 SH   SOLE   3,906 0 0
GUARDANT HEALTH INC COM 40131M109   4,408,842 123,152 SH   SOLE   107,940 0 15,212
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   6,739,078 107,276 SH   SOLE   94,092 0 13,184
HALOZYME THERAPEUTICS INC COM 40637H109   27,345,316 758,118 SH   SOLE   735,922 0 22,196
HAYWARD HLDGS INC COM 421298100   19,736,161 1,535,888 SH   SOLE   1,535,888 0 0
HCA HEALTHCARE INC COM 40412C101   262,814 866 SH   SOLE   866 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   12,566,353 190,140 SH   SOLE   177,536 0 12,604
HELMERICH & PAYNE INC COM 423452101   22,260,225 627,933 SH   SOLE   610,429 0 17,504
HILTON GRAND VACATIONS INC COM 43283X105   20,101,611 442,377 SH   SOLE   442,377 0 0
HOME DEPOT INC COM 437076102   3,622,373 11,661 SH   SOLE   11,661 0 0
HONEYWELL INTL INC COM 438516106   1,735,323 8,363 SH   SOLE   8,363 0 0
HUBBELL INC COM 443510607   5,880,217 17,735 SH   SOLE   17,735 0 0
ICF INTL INC COM 44925C103   23,081,186 185,555 SH   SOLE   185,555 0 0
IDACORP INC COM 451107106   5,898,679 57,492 SH   SOLE   50,441 0 7,051
IDEXX LABS INC COM 45168D104   13,392,465 26,666 SH   SOLE   23,933 0 2,733
ILLINOIS TOOL WKS INC COM 452308109   725,464 2,900 SH   SOLE   2,900 0 0
INARI MED INC COM 45332Y109   11,049,681 190,053 SH   SOLE   190,053 0 0
INSPIRE MED SYS INC COM 457730109   8,245,207 25,398 SH   SOLE   22,304 0 3,094
INTEL CORP COM 458140100   216,156 6,464 SH   SOLE   6,464 0 0
INTER PARFUMS INC COM 458334109   39,271,198 290,403 SH   SOLE   290,403 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   823,333 6,153 SH   SOLE   6,153 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   325,527 952 SH   SOLE   952 0 0
ISHARES TR TIPS BD ETF 464287176   1,937 18 SH   SOLE   18 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   27,190 1,000 SH   SOLE   1,000 0 0
ISHARES TR MSCI EAFE ETF 464287465   68,875 950 SH   SOLE   950 0 0
ISHARES TR CORE S&P MCP ETF 464287507   238,208 911 SH   SOLE   911 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   4,577 29 SH   SOLE   29 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   259,220 942 SH   SOLE   942 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   7,280 30 SH   SOLE   30 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   926,987 4,950 SH   SOLE   4,950 0 0
ISHARES TR CORE S&P SCP ETF 464287804   126,556 1,270 SH   SOLE   1,270 0 0
ISHARES TR SP SMCP600VL ETF 464287879   45,738 481 SH   SOLE   481 0 0
JACOBS SOLUTIONS INC COM 46982L108   5,213,089 43,848 SH   SOLE   43,848 0 0
JFROG LTD ORD SHS M6191J100   4,519,006 163,141 SH   SOLE   163,141 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   5,453,648 44,960 SH   SOLE   44,960 0 0
JOHNSON & JOHNSON COM 478160104   8,205,157 49,572 SH   SOLE   49,572 0 0
JPMORGAN CHASE & CO COM 46625H100   6,342,493 43,609 SH   SOLE   43,609 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   12,165,912 72,654 SH   SOLE   66,498 0 6,156
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   19,157,752 1,335,966 SH   SOLE   1,335,966 0 0
KURA SUSHI USA INC CL A COM 501270102   15,054,368 161,962 SH   SOLE   161,962 0 0
LANTHEUS HLDGS INC COM 516544103   5,400,839 64,357 SH   SOLE   64,357 0 0
LAUDER ESTEE COS INC CL A 518439104   12,336,984 62,822 SH   SOLE   57,439 0 5,383
LENNOX INTL INC COM 526107107   8,050,342 24,689 SH   SOLE   21,638 0 3,051
LESLIES INC COM 527064109   11,246,103 1,197,668 SH   SOLE   1,197,668 0 0
LILLY ELI & CO COM 532457108   18,880,197 40,258 SH   SOLE   36,986 0 3,272
LINDE PLC SHS G54950103   5,871,300 15,407 SH   SOLE   15,407 0 0
LITTELFUSE INC COM 537008104   3,921,907 13,463 SH   SOLE   13,463 0 0
LIVENT CORP COM 53814L108   26,150,939 953,370 SH   SOLE   927,243 0 26,127
LOCKHEED MARTIN CORP COM 539830109   428,153 930 SH   SOLE   930 0 0
LOWES COS INC COM 548661107   1,354,200 6,000 SH   SOLE   6,000 0 0
LYFT INC CL A COM 55087P104   1,940,968 202,395 SH   SOLE   177,666 0 24,729
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   6,225,242 500,824 SH   SOLE   466,513 0 34,311
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   5,926,149 48,290 SH   SOLE   42,374 0 5,916
MARTEN TRANS LTD COM 573075108   20,122,001 935,907 SH   SOLE   935,907 0 0
MASTERCARD INCORPORATED CL A 57636Q104   532,135 1,353 SH   SOLE   1,353 0 0
MCDONALDS CORP COM 580135101   1,998,153 6,696 SH   SOLE   6,696 0 0
MERCK & CO INC COM 58933Y105   1,189,209 10,306 SH   SOLE   10,306 0 0
META PLATFORMS INC CL A 30303M102   9,869,816 34,392 SH   SOLE   28,731 0 5,661
METHANEX CORP COM 59151K108   21,036,686 508,501 SH   SOLE   508,501 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,998,409 2,286 SH   SOLE   2,286 0 0
MGM RESORTS INTERNATIONAL COM 552953101   11,667,743 265,659 SH   SOLE   222,683 0 42,976
MICROSOFT CORP COM 594918104   64,214,947 188,568 SH   SOLE   179,395 0 9,173
MKS INSTRS INC COM 55306N104   6,541,996 60,518 SH   SOLE   53,071 0 7,447
MONDELEZ INTL INC CL A 609207105   2,655,089 36,401 SH   SOLE   36,401 0 0
MONRO INC COM 610236101   5,387,457 132,598 SH   SOLE   132,598 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   28,277,009 671,344 SH   SOLE   671,344 0 0
MYR GROUP INC DEL COM 55405W104   9,053,385 65,443 SH   SOLE   57,428 0 8,015
NAPCO SEC TECHNOLOGIES INC COM 630402105   19,311,034 557,317 SH   SOLE   557,317 0 0
NATERA INC COM 632307104   4,756,564 97,751 SH   SOLE   85,676 0 12,075
NCINO INC COM 63947X101   18,332,237 608,640 SH   SOLE   608,640 0 0
NEOGEN CORP COM 640491106   30,524,102 1,403,407 SH   SOLE   1,403,407 0 0
NEW YORK TIMES CO CL A 650111107   6,684,401 169,741 SH   SOLE   148,958 0 20,783
NEXTERA ENERGY INC COM 65339F101   237,440 3,200 SH   SOLE   3,200 0 0
NIKE INC CL B 654106103   6,993,816 63,367 SH   SOLE   63,367 0 0
NOBLE CORP PLC ORD SHS A G65431127   33,365,591 807,688 SH   SOLE   793,159 0 14,529
NUCOR CORP COM 670346105   1,563,877 9,537 SH   SOLE   9,537 0 0
NVIDIA CORPORATION COM 67066G104   20,971,640 49,576 SH   SOLE   44,774 0 4,802
OLD DOMINION FREIGHT LINE IN COM 679580100   15,188,960 41,079 SH   SOLE   38,604 0 2,475
OMNICELL COM COM 68213N109   27,084,333 367,644 SH   SOLE   367,644 0 0
ORACLE CORP COM 68389X105   3,803,377 31,937 SH   SOLE   31,937 0 0
OUTFRONT MEDIA INC COM 69007J106   18,952,268 1,205,615 SH   SOLE   1,205,615 0 0
PACCAR INC COM 693718108   2,774,503 33,168 SH   SOLE   33,168 0 0
PALO ALTO NETWORKS INC COM 697435105   487,513 1,908 SH   SOLE   1,908 0 0
PARSONS CORP DEL COM 70202L102   5,532,297 114,921 SH   SOLE   114,921 0 0
PAYCHEX INC COM 704326107   855,582 7,648 SH   SOLE   7,648 0 0
PAYCOR HCM INC COM 70435P102   22,572,848 953,648 SH   SOLE   922,051 0 31,597
PAYPAL HLDGS INC COM 70450Y103   1,262,598 18,921 SH   SOLE   18,921 0 0
PEPSICO INC COM 713448108   11,103,383 59,947 SH   SOLE   59,947 0 0
PHILIP MORRIS INTL INC COM 718172109   1,016,127 10,409 SH   SOLE   10,409 0 0
PLANET FITNESS INC CL A 72703H101   5,946,792 88,179 SH   SOLE   77,361 0 10,818
PORTLAND GEN ELEC CO COM NEW 736508847   16,554,124 353,494 SH   SOLE   353,494 0 0
POTLATCHDELTIC CORPORATION COM 737630103   4,682,087 88,592 SH   SOLE   88,592 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   6,734,485 103,496 SH   SOLE   90,778 0 12,718
PROCTER AND GAMBLE CO COM 742718109   2,228,909 14,689 SH   SOLE   14,689 0 0
PROS HOLDINGS INC COM 74346Y103   3,772,723 122,491 SH   SOLE   122,491 0 0
PTC INC COM 69370C100   2,246,775 15,789 SH   SOLE   15,789 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,617,785 26,723 SH   SOLE   26,723 0 0
RB GLOBAL INC COM 74935Q107   17,449,680 290,828 SH   SOLE   274,537 0 16,291
REPLIGEN CORP COM 759916109   2,443,439 17,273 SH   SOLE   15,156 0 2,117
RETAIL OPPORTUNITY INVTS COR COM 76131N101   16,955,888 1,255,062 SH   SOLE   1,255,062 0 0
ROCKWELL AUTOMATION INC COM 773903109   18,989,498 57,640 SH   SOLE   52,184 0 5,456
S&P GLOBAL INC COM 78409V104   22,068,594 55,049 SH   SOLE   50,757 0 4,292
SAIA INC COM 78709Y105   9,717,938 28,381 SH   SOLE   24,888 0 3,493
SALESFORCE INC COM 79466L302   3,251,291 15,390 SH   SOLE   15,390 0 0
SCHLUMBERGER LTD COM STK 806857108   2,145,709 43,683 SH   SOLE   43,683 0 0
SCHWAB CHARLES CORP COM 808513105   1,334,304 23,541 SH   SOLE   23,541 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   2,957,188 57,199 SH   SOLE   57,199 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   143,708 3,281 SH   SOLE   3,281 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   412,471 11,570 SH   SOLE   11,570 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   87,242 1,890 SH   SOLE   1,890 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   6,132,772 277,501 SH   SOLE   243,353 0 34,148
SEMTECH CORP COM 816850101   3,932,781 154,469 SH   SOLE   154,469 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   5,818,221 81,797 SH   SOLE   71,732 0 10,065
SHELL PLC SPON ADS 780259305   281,069 4,655 SH   SOLE   4,655 0 0
SHOCKWAVE MED INC COM 82489T104   5,880,017 20,602 SH   SOLE   18,067 0 2,535
SHOPIFY INC CL A 82509L107   6,834,228 105,793 SH   SOLE   94,253 0 11,540
SIGNET JEWELERS LIMITED SHS G81276100   15,826,855 242,520 SH   SOLE   242,520 0 0
SILICON LABORATORIES INC COM 826919102   2,457,905 15,582 SH   SOLE   15,582 0 0
SIMPSON MFG INC COM 829073105   3,232,036 23,336 SH   SOLE   23,336 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   8,710,586 52,047 SH   SOLE   45,665 0 6,382
SMARTSHEET INC COM CL A 83200N103   3,728,131 97,442 SH   SOLE   97,442 0 0
SPLUNK INC COM 848637104   4,596,137 43,323 SH   SOLE   37,887 0 5,436
SPROUT SOCIAL INC COM CL A 85209W109   21,210,751 459,505 SH   SOLE   447,066 0 12,439
STARBUCKS CORP COM 855244109   1,605,168 16,204 SH   SOLE   16,204 0 0
STEWART INFORMATION SVCS COR COM 860372101   15,433,918 375,156 SH   SOLE   375,156 0 0
STRYKER CORPORATION COM 863667101   13,450,503 44,087 SH   SOLE   39,306 0 4,781
SUNLINK HEALTH SYS INC COM 86737U102   54,734 60,147 SH   SOLE   60,147 0 0
SYSCO CORP COM 871829107   445,200 6,000 SH   SOLE   6,000 0 0
TALKSPACE INC COM 87427V103   18,166 14,304 SH   SOLE   14,304 0 0
TECHNIPFMC PLC COM G87110105   26,706,794 1,606,907 SH   SOLE   1,555,118 0 51,789
TERRENO RLTY CORP COM 88146M101   20,680,290 344,098 SH   SOLE   344,098 0 0
TESLA INC COM 88160R101   212,034 810 SH   SOLE   810 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   13,216,971 25,332 SH   SOLE   23,725 0 1,607
TIMKEN CO COM 887389104   7,013,395 76,624 SH   SOLE   67,192 0 9,432
TOAST INC CL A 888787108   6,511,152 288,487 SH   SOLE   253,243 0 35,244
TRACTOR SUPPLY CO COM 892356106   7,591,469 34,335 SH   SOLE   30,982 0 3,353
UFP INDUSTRIES INC COM 90278Q108   5,317,272 54,789 SH   SOLE   48,037 0 6,752
UNION PAC CORP COM 907818108   1,181,476 5,774 SH   SOLE   5,774 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,158,708 12,043 SH   SOLE   12,043 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   4,391,821 19,895 SH   SOLE   17,448 0 2,447
UNITEDHEALTH GROUP INC COM 91324P102   18,156,176 37,775 SH   SOLE   34,928 0 2,847
UNIVERSAL HLTH SVCS INC CL B 913903100   315,540 2,000 SH   SOLE   2,000 0 0
VAIL RESORTS INC COM 91879Q109   251,760 1,000 SH   SOLE   1,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,241,879 30,528 SH   SOLE   30,528 0 0
VERACYTE INC COM 92337F107   3,459,616 135,831 SH   SOLE   135,831 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,925,810 51,783 SH   SOLE   51,783 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   6,078,848 308,258 SH   SOLE   308,258 0 0
VISA INC COM CL A 92826C839   29,545,599 124,413 SH   SOLE   112,522 0 11,891
VISTEON CORP COM NEW 92839U206   26,653,298 185,595 SH   SOLE   180,117 0 5,478
VITAL FARMS INC COM 92847W103   4,103,146 342,214 SH   SOLE   342,214 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   311,282 10,926 SH   SOLE   10,926 0 0
WD 40 CO COM 929236107   6,890,253 36,524 SH   SOLE   32,035 0 4,489
WELLS FARGO CO NEW COM 949746101   1,348,133 31,587 SH   SOLE   31,587 0 0
WESTERN ASSET INVESTMENT GRA COM 95766T100   277,166 23,832 SH   SOLE   23,832 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   3,407,900 101,698 SH   SOLE   101,698 0 0
WINTRUST FINL CORP COM 97650W108   24,689,057 339,976 SH   SOLE   339,976 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   7,677,716 445,085 SH   SOLE   445,085 0 0
ZOETIS INC CL A 98978V103   13,302,878 77,248 SH   SOLE   68,967 0 8,281
ZURN ELKAY WATER SOLNS CORP COM 98983L108   7,070,725 262,950 SH   SOLE   262,950 0 0