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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ATI PHYSICAL THERAPY INC COM CL A 00216W109 1,037,227 108,724 SH   SOLE   108,724 0 0
ACCOLADE INC COM 00437E102 150,615,099 2,773,248 SH   SOLE   2,773,248 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 414,285,117 3,553,960 SH   SOLE   3,436,267 0 117,693
ALPHABET INC CAP STK CL C 02079K107 90,450,583 36,089 SH   SOLE   34,202 0 1,887
ALTAIR ENGR INC COM CL A 021369103 1,661,763 24,094 SH   SOLE   24,094 0 0
AMAZON COM INC COM 023135106 13,303,099 3,867 SH   SOLE   3,273 0 594
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 666,531,261 17,759,959 SH   SOLE   17,214,271 0 545,688
AMERICAN EXPRESS CO COM 025816109 25,791,577 156,095 SH   SOLE   149,049 0 7,046
AMPHENOL CORP NEW CL A 032095101 532,931,960 7,790,264 SH   SOLE   7,523,599 0 266,665
ANSYS INC COM 03662Q105 4,585,704 13,213 SH   SOLE   13,213 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 48,465,494 779,188 SH   SOLE   742,966 0 36,222
AUTODESK INC COM 052769106 109,833,213 376,270 SH   SOLE   351,159 0 25,111
AVERY DENNISON CORP COM 053611109 571,946,357 2,720,445 SH   SOLE   2,633,579 0 86,866
BLACKSTONE GROUP INC COM 09260D107 8,446,809 86,955 SH   SOLE   81,123 0 5,832
BROADCOM INC COM 11135F101 118,645,421 248,816 SH   SOLE   248,816 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 825,404 10,947 SH   SOLE   10,947 0 0
BROWN & BROWN INC COM 115236101 870,824,045 16,387,355 SH   SOLE   15,876,534 0 510,821
BTRS HOLDINGS INC COM CL 1 11778X104 58,857,560 4,663,832 SH   SOLE   4,663,832 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 116,445,376 2,729,615 SH   SOLE   2,729,615 0 0
CDW CORP COM 12514G108 1,316,120,135 7,535,758 SH   SOLE   7,299,648 0 236,110
CASELLA WASTE SYS INC CL A 147448104 698,872 11,018 SH   SOLE   11,018 0 0
CERIDIAN HCM HLDG INC COM 15677J108 960,601,679 10,014,613 SH   SOLE   9,719,572 0 295,041
CEVA INC COM 157210105 561,451 11,870 SH   SOLE   11,870 0 0
CINCINNATI FINL CORP COM 172062101 672,482,816 5,766,445 SH   SOLE   5,581,286 0 185,159
COGNEX CORP COM 192422103 11,063,838 131,634 SH   SOLE   131,634 0 0
CONCENTRIX CORP COM 20602D101 16,601,153 103,241 SH   SOLE   103,241 0 0
COSTAR GROUP INC COM 22160N109 9,173,309 110,762 SH   SOLE   110,762 0 0
COUPANG INC CL A 22266T109 38,798,003 927,738 SH   SOLE   927,738 0 0
CREE INC COM 225447101 7,671,444 78,336 SH   SOLE   78,336 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,506,008 23,867 SH   SOLE   23,867 0 0
DANAHER CORPORATION COM 235851102 261,776,324 975,467 SH   SOLE   915,509 0 59,958
DELUXE CORP COM 248019101 85,071,682 1,780,860 SH   SOLE   1,780,860 0 0
DIGIMARC CORP NEW COM 25381B101 772,879 23,071 SH   SOLE   23,071 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 1,702,764 39,135 SH   SOLE   39,135 0 0
DUCKHORN PORTFOLIO INC COM 26414D106 48,813,353 2,212,754 SH   SOLE   2,212,754 0 0
DOXIMITY INC CL A 26622P107 1,746,000 30,000 SH   SOLE   30,000 0 0
EVO PMTS INC CL A COM 26927E104 1,490,221 53,721 SH   SOLE   53,721 0 0
ENDAVA PLC ADS 29260V105 1,030,851 9,092 SH   SOLE   9,092 0 0
ENERGY RECOVERY INC COM 29270J100 2,087,969 91,658 SH   SOLE   91,658 0 0
ENTEGRIS INC COM 29362U104 835,830,902 6,797,031 SH   SOLE   6,578,967 0 218,064
EQUINIX INC COM 29444U700 74,871,344 93,286 SH   SOLE   87,061 0 6,225
EVERBRIDGE INC COM 29978A104 496,616,476 3,649,445 SH   SOLE   3,517,146 0 132,299
FACEBOOK INC CL A 30303M102 56,193,761 161,611 SH   SOLE   153,654 0 7,957
FASTENAL CO COM 311900104 103,723,048 1,994,674 SH   SOLE   1,994,674 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 922,871,247 6,514,232 SH   SOLE   6,179,136 0 335,096
FIRST ADVANTAGE CORP NEW COM 31846B108 12,941,500 650,000 SH   SOLE   650,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 614,710,452 3,284,236 SH   SOLE   3,164,078 0 120,158
FORMFACTOR INC COM 346375108 35,699,153 979,132 SH   SOLE   979,132 0 0
FORTIVE CORP COM 34959J108 218,217,018 3,129,008 SH   SOLE   2,940,106 0 188,902
FRANCHISE GROUP INC COM 35180X105 492,017 13,950 SH   SOLE   13,950 0 0
GODADDY INC CL A 380237107 1,023,111,966 11,765,317 SH   SOLE   11,397,857 0 367,460
GOOSEHEAD INS INC COM CL A 38267D109 1,554,970 12,215 SH   SOLE   12,215 0 0
GRIFFON CORP COM 398433102 30,417,223 1,186,782 SH   SOLE   1,186,782 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 852,291 28,716 SH   SOLE   28,716 0 0
HESKA CORP COM RESTRC NEW 42805E306 1,753,989 7,635 SH   SOLE   7,635 0 0
IDEXX LABS INC COM 45168D104 75,926,204 120,222 SH   SOLE   120,222 0 0
ILLUMINA INC COM 452327109 129,291,383 273,222 SH   SOLE   253,380 0 19,842
INTEL CORP COM 458140100 36,133,950 643,640 SH   SOLE   643,640 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 283,436,239 4,312,129 SH   SOLE   4,052,217 0 259,912
IRIDIUM COMMUNICATIONS INC COM 46269C102 8,159,160 204,030 SH   SOLE   204,030 0 0
JACOBS ENGR GROUP INC COM 469814107 640,043,892 4,797,211 SH   SOLE   4,782,632 0 14,579
KADANT INC COM 48282T104 2,194,257 12,461 SH   SOLE   12,461 0 0
KINSALE CAP GROUP INC COM 49714P108 1,610,792 9,776 SH   SOLE   9,776 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 61,911,767 592,911 SH   SOLE   592,911 0 0
LANDCADIA HOLDINGS III INC COM CL A 51476H100 131,924,046 10,639,036 SH   SOLE   10,598,663 0 40,373
LAUDER ESTEE COS INC CL A 518439104 25,261,596 79,419 SH   SOLE   74,113 0 5,306
LEGALZOOM COM INC COM 52466B103 106,889,573 2,824,031 SH   SOLE   2,755,957 0 68,074
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 87,891,139 3,170,676 SH   SOLE   3,170,676 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 28,929,606 1,806,971 SH   SOLE   1,806,971 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 264,115,558 3,015,362 SH   SOLE   2,887,018 0 128,344
LULULEMON ATHLETICA INC COM 550021109 25,955,936 71,118 SH   SOLE   71,118 0 0
M & T BK CORP COM 55261F104 22,841,279 157,190 SH   SOLE   157,190 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 327,367,343 7,844,892 SH   SOLE   7,643,756 0 201,136
MARKEL CORP COM 570535104 14,635,694 12,333 SH   SOLE   12,333 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,087,740,582 3,091,841 SH   SOLE   2,991,778 0 100,063
MAXLINEAR INC COM 57776J100 12,208,737 287,332 SH   SOLE   287,332 0 0
MEREDITH CORP COM 589433101 45,632,460 1,050,471 SH   SOLE   1,050,471 0 0
MICROSOFT CORP COM 594918104 50,685,661 187,101 SH   SOLE   177,377 0 9,724
MIDDLEBY CORP COM 596278101 214,488,430 1,237,957 SH   SOLE   1,237,957 0 0
MODEL N INC COM 607525102 1,048,525 30,596 SH   SOLE   30,596 0 0
MORGAN STANLEY COM NEW 617446448 65,000,416 708,915 SH   SOLE   708,915 0 0
MORNINGSTAR INC COM 617700109 935,107,785 3,636,995 SH   SOLE   3,524,853 0 112,142
NATIONAL RESH CORP COM NEW 637372202 994,653 21,670 SH   SOLE   21,670 0 0
NCINO INC COM 63947U107 1,159,033 19,343 SH   SOLE   19,343 0 0
NORDSON CORP COM 655663102 35,830,398 163,229 SH   SOLE   163,229 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 28,487,273 112,243 SH   SOLE   107,855 0 4,388
PTC INC COM 69370C100 95,491,336 675,997 SH   SOLE   675,997 0 0
PAYCHEX INC COM 704326107 610,839,586 5,692,820 SH   SOLE   5,508,671 0 184,149
PAYPAL HLDGS INC COM 70450Y103 4,575,070 15,696 SH   SOLE   15,696 0 0
PERFICIENT INC COM 71375U101 1,553,956 19,323 SH   SOLE   19,323 0 0
PERKINELMER INC COM 714046109 1,364,330,474 8,835,765 SH   SOLE   8,665,645 0 170,120
PHREESIA INC COM 71944F106 2,654,290 43,300 SH   SOLE   43,300 0 0
PINTEREST INC CL A 72352L106 120,892,740 1,531,257 SH   SOLE   1,531,257 0 0
POOL CORP COM 73278L105 404,325,760 881,537 SH   SOLE   852,853 0 28,684
POSHMARK INC COM CL A 73739W104 1,300,867 27,249 SH   SOLE   27,249 0 0
PROTO LABS INC COM 743713109 200,216 2,181 SH   SOLE   2,181 0 0
QORVO INC COM 74736K101 278,289,038 1,422,382 SH   SOLE   1,393,056 0 29,326
QUALCOMM INC COM 747525103 138,938,108 972,071 SH   SOLE   937,566 0 34,505
RH COM 74967X103 50,203,223 73,937 SH   SOLE   73,937 0 0
REPLIGEN CORP COM 759916109 258,510,495 1,295,013 SH   SOLE   1,254,916 0 40,097
REPAY HLDGS CORP COM CL A 76029L100 1,558,778 64,841 SH   SOLE   64,841 0 0
ROCKY BRANDS INC COM 774515100 2,018,558 36,305 SH   SOLE   36,305 0 0
ROLLINS INC COM 775711104 139,853,034 4,089,270 SH   SOLE   3,880,469 0 208,801
S&P GLOBAL INC COM 78409V104 4,965,214 12,097 SH   SOLE   12,097 0 0
SPS COMM INC COM 78463M107 1,308,335 13,103 SH   SOLE   13,103 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 697,027,228 9,672,873 SH   SOLE   9,359,222 0 313,651
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 510,650 1,040 SH   SOLE   1,040 0 0
SAIA INC COM 78709Y105 265,546,172 1,267,584 SH   SOLE   1,233,851 0 33,733
SEMRUSH HLDGS INC CL A COM 81686C104 679,781 29,530 SH   SOLE   29,530 0 0
SERVICE CORP INTL COM 817565104 378,218,017 7,057,623 SH   SOLE   6,793,708 0 263,915
SHAKE SHACK INC CL A 819047101 102,196,395 954,928 SH   SOLE   911,388 0 43,540
SHOTSPOTTER INC COM 82536T107 2,034,343 41,713 SH   SOLE   41,713 0 0
SI-BONE INC COM 825704109 1,182,391 37,572 SH   SOLE   37,572 0 0
SKILLSOFT CORP CL A 83066P200 17,369,973 1,763,449 SH   SOLE   1,763,449 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 255,420,971 1,332,052 SH   SOLE   1,299,343 0 32,709
SOUTH ST CORP COM 840441109 273,049,048 3,339,641 SH   SOLE   3,339,641 0 0
SPROUT SOCIAL INC COM CL A 85209W109 1,241,239 13,881 SH   SOLE   13,881 0 0
SUMMIT MATLS INC CL A 86614U100 5,276,360 151,402 SH   SOLE   151,402 0 0
TTM TECHNOLOGIES INC COM 87305R109 25,349,896 1,772,720 SH   SOLE   1,772,720 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 59,107,785 491,909 SH   SOLE   491,909 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 608,606,899 1,453,112 SH   SOLE   1,412,324 0 40,788
TENABLE HLDGS INC COM 88025T102 1,222,678 29,569 SH   SOLE   29,569 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 290,701,846 576,252 SH   SOLE   540,312 0 35,940
TORO CO COM 891092108 522,190,745 4,752,373 SH   SOLE   4,593,107 0 159,266
TRACTOR SUPPLY CO COM 892356106 615,293,722 3,306,964 SH   SOLE   3,185,901 0 121,063
TRANSDIGM GROUP INC COM 893641100 59,272,345 91,570 SH   SOLE   91,570 0 0
TRANSUNION COM 89400J107 746,543,944 6,798,506 SH   SOLE   6,573,083 0 225,423
TRIMBLE INC COM 896239100 174,541,017 2,132,971 SH   SOLE   2,132,971 0 0
TRIUMPH BANCORP INC COM 89679E300 744,356 10,025 SH   SOLE   10,025 0 0
II-VI INC COM 902104108 43,417,240 598,116 SH   SOLE   598,116 0 0
ULTA BEAUTY INC COM 90384S303 332,281,512 960,990 SH   SOLE   916,050 0 44,940
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 9,625,112 960,590 SH   SOLE   960,590 0 0
UTZ BRANDS INC COM CL A 918090101 17,767,849 815,413 SH   SOLE   815,413 0 0
VAIL RESORTS INC COM 91879Q109 220,385,913 696,278 SH   SOLE   660,929 0 35,349
VISA INC COM CL A 92826C839 171,559,112 733,723 SH   SOLE   687,951 0 45,772
WABTEC COM 929740108 55,902,110 679,248 SH   SOLE   679,248 0 0
WATERS CORP COM 941848103 111,977,294 323,999 SH   SOLE   302,377 0 21,622
WILLIAMS SONOMA INC COM 969904101 291,766,601 1,827,539 SH   SOLE   1,736,448 0 91,091
XOMETRY INC CLASS A COM 98423F109 200,560 2,295 SH   SOLE   2,295 0 0
ARCO PLATFORM LTD COM CL A G04553106 1,100,571 35,896 SH   SOLE   35,896 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,801,178 33,248 SH   SOLE   33,248 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 23,114,633 416,105 SH   SOLE   401,139 0 14,966
CLARIVATE PLC ORD SHS G21810109 1,382,593,187 50,221,329 SH   SOLE   48,098,156 0 2,123,173
IHS MARKIT LTD SHS G47567105 128,091,829 1,136,977 SH   SOLE   1,085,153 0 51,824
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 444,265,732 7,663,718 SH   SOLE   7,004,056 0 659,662
SIGNET JEWELERS LIMITED SHS G81276100 533,876,559 6,608,201 SH   SOLE   6,608,201 0 0
STERIS PLC SHS USD G8473T100 330,220,284 1,600,680 SH   SOLE   1,515,514 0 85,166
GARMIN LTD SHS H2906T109 64,124,119 443,336 SH   SOLE   443,336 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 28,109,904 101,999 SH   SOLE   101,999 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 539,246 5,241 SH   SOLE   5,241 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 19,524,507 2,014,913 SH   SOLE   2,014,913 0 0