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
ADVANCED DRAIN SYS INC DEL COM 00790R104 26,205 192,500 SH   SOLE   192,500 0 0
ALARM COM HLDGS INC COM 011642105 20,545 242,250 SH   SOLE   242,250 0 0
AMBARELLA INC SHS G037AX101 335 1,650 SH   SOLE   1,650 0 0
AMERESCO INC CL A 02361E108 11,361 139,500 SH   SOLE   139,500 0 0
ANSYS INC COM 03662Q105 41,456 103,350 SH   SOLE   103,350 0 0
AVALARA INC COM 05338G106 316 2,450 SH   SOLE   2,450 0 0
AXON ENTERPRISE INC COM 05464C101 4,168 26,550 SH   SOLE   1,550 0 25,000
BADGER METER INC COM 056525108 18,648 175,000 SH   SOLE   175,000 0 0
BIO-TECHNE CORP COM 09073M104 54,036 104,450 SH   SOLE   84,250 0 20,200
BRUKER CORP COM 116794108 51,386 612,400 SH   SOLE   513,500 0 98,900
COGNEX CORP COM 192422103 36,096 464,200 SH   SOLE   464,200 0 0
CSW INDUSTRIALS INC COM 126402106 9,548 79,000 SH   SOLE   0 0 79,000
DEXCOM INC COM 252131107 34,096 63,500 SH   SOLE   63,500 0 0
DIGITAL TURBINE INC COM NEW 25400W102 4,025 66,000 SH   SOLE   6,000 0 60,000
ENERGY RECOVERY INC COM 29270J100 22,758 1,059,000 SH   SOLE   884,000 0 175,000
ENTEGRIS INC COM 29362U104 49,556 357,600 SH   SOLE   302,600 0 55,000
EVERBRIDGE INC COM 29978A104 239 3,550 SH   SOLE   3,550 0 0
EXPONENT INC COM 30214U102 8,883 76,100 SH   SOLE   0 0 76,100
FOX FACTORY HLDG CORP COM 35138V102 7,706 45,300 SH   SOLE   0 0 45,300
HOULIHAN LOKEY INC CL A 441593100 17,081 165,000 SH   SOLE   15,000 0 150,000
ICON PLC SHS G4705A100 68,877 222,400 SH   SOLE   172,300 0 50,100
IDEX CORP COM 45167R104 35,921 152,000 SH   SOLE   152,000 0 0
IDEXX LABS INC COM 45168D104 37,960 57,650 SH   SOLE   57,650 0 0
INMODE LTD SHS M5425M103 5,876 83,250 SH   SOLE   3,250 0 80,000
KORNIT DIGITAL LTD SHS M6372Q113 5,473 35,950 SH   SOLE   1,250 0 34,700
MASIMO CORP COM 574795100 35,763 122,150 SH   SOLE   104,150 0 18,000
MAXCYTE INC COM 57777K106 14,080 1,379,000 SH   SOLE   1,129,000 0 250,000
MIDDLESEX WTR CO COM 596680108 18,045 150,000 SH   SOLE   150,000 0 0
MSCI INC COM 55354G100 1,440 2,350 SH   SOLE   2,350 0 0
NATIONAL RESH CORP COM NEW 637372202 2,786 67,100 SH   SOLE   0 0 67,100
NOVA LTD COM M7516K103 61,537 420,050 SH   SOLE   325,750 0 94,300
NOVOCURE LTD ORD SHS G6674U108 1,637 21,800 SH   SOLE   1,400 0 20,400
PAYCOM SOFTWARE INC COM 70432V102 2,263 5,450 SH   SOLE   5,450 0 0
PAYLOCITY HLDG CORP COM 70438V106 10,627 45,000 SH   SOLE   0 0 45,000
ROLLINS INC COM 775711104 4,789 140,000 SH   SOLE   40,000 0 100,000
SIMULATIONS PLUS INC COM 829214105 8,278 175,000 SH   SOLE   175,000 0 0
SITIME CORP COM 82982T106 6,692 22,875 SH   SOLE   2,875 0 20,000
SOLAREDGE TECHNOLOGIES INC COM 83417M104 48,132 171,550 SH   SOLE   136,550 0 35,000
TECHTARGET INC COM 87874R100 11,599 121,250 SH   SOLE   4,350 0 116,900
TORO CO COM 891092108 2,787 27,900 SH   SOLE   0 0 27,900
TRANSMEDICS GROUP INC COM 89377M109 201 10,500 SH   SOLE   10,500 0 0
TREX CO INC COM 89531P105 69,540 515,000 SH   SOLE   415,000 0 100,000
TYLER TECHNOLOGIES INC COM 902252105 13,032 24,225 SH   SOLE   4,225 0 20,000
UNITY SOFTWARE INC COM 91332U101 551 3,850 SH   SOLE   3,850 0 0
VEEVA SYS INC CL A COM 922475108 26,123 102,250 SH   SOLE   102,250 0 0
XPEL INC COM 98379L100 5,749 84,200 SH   SOLE   5,600 0 78,600
XYLEM INC COM 98419M100 31,659 264,000 SH   SOLE   264,000 0 0
ZSCALER INC COM 98980G102 41,323 128,600 SH   SOLE   128,600 0 0