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
AKAMAI TECHNOLOGIES COM CS 00971T101   136,293,542 1,616,768 SH   SOLE   1,304,747 0 312,021
ALARM COM HLDGS INC COM CS 011642105   94,802,196 1,915,970 SH   SOLE   1,597,664 0 318,306
ALIGN TECHNOLOGY INC CS 016255101   107,852,151 511,390 SH   SOLE   436,657 0 74,733
APPLE INC COM CS 037833100   273,633 2,106 SH   SOLE   2,106 0 0
ARISTA NETWORKS INC COM CS 040413106   94,942,177 782,383 SH   SOLE   628,422 0 153,961
AUTODESK INC COM CS 052769106   86,547,906 463,145 SH   SOLE   370,167 0 92,978
CARA THERAPEUTICS INC COM CS 140755109   18,499,016 1,722,441 SH   SOLE   1,722,441 0 0
CEVA INC COM CS 157210105   11,179,969 437,059 SH   SOLE   437,059 0 0
CHEVRON CORP NEW COM CS 166764100   318,595 1,775 SH   SOLE   1,775 0 0
COGNEX CORP COM CS 192422103   109,395,356 2,322,126 SH   SOLE   1,864,818 0 457,308
COHERUS BIOSCIENCES INC COM CS 19249H103   9,055,886 1,143,420 SH   SOLE   1,143,420 0 0
CORE LABORATORIES N V COM CS N22717107   17,854,161 880,817 SH   SOLE   747,446 0 133,371
COTERRA ENERGY INC COM CS 127097103   141,652,217 5,765,251 SH   SOLE   4,687,513 0 1,077,738
DOLBY LABORATORIES INC COM CL CS 25659T107   113,753,368 1,612,608 SH   SOLE   1,325,755 0 286,853
DULUTH HLDGS INC COM CL B CS 26443V101   6,340,284 1,025,936 SH   SOLE   1,025,936 0 0
EGAIN CORP COM NEW CS 28225C806   9,184,666 1,017,128 SH   SOLE   1,017,128 0 0
ENLINK MIDSTREAM LLC COM UNIT CS 29336T100   192,335 15,637 SH   SOLE   15,637 0 0
EVERBRIDGE INC COM CS 29978A104   3,363,719 113,716 SH   SOLE   113,716 0 0
FLOOR & DECOR HLDGS INC CL A CS 339750101   27,829,301 399,674 SH   SOLE   320,649 0 79,025
FLOTEK INDS INC DEL COM CS 343389102   850,017 758,944 SH   SOLE   758,944 0 0
GARMIN LTD SHS CS H2906T109   140,622,365 1,523,701 SH   SOLE   1,296,764 0 226,937
GENERAC HLDGS INC COM CS 368736104   17,835,140 177,182 SH   SOLE   142,380 0 34,802
GENTEX CORP COM CS 371901109   132,691,348 4,865,836 SH   SOLE   3,921,772 0 944,064
GENTHERM INC COM CS 37253A103   78,393,638 1,200,699 SH   SOLE   1,087,064 0 113,635
GEOSPACE TECHNOLOGIES CORP COM CS 37364X109   6,472,594 1,533,790 SH   SOLE   1,533,790 0 0
GRACO INC COM CS 384109104   36,500,657 542,680 SH   SOLE   434,786 0 107,894
INTERDIGITAL INC COM CS 45867G101   39,158,472 791,400 SH   SOLE   655,516 0 135,884
INTUIT COM CS 461202103   118,607,011 304,730 SH   SOLE   258,437 0 46,293
INTUITIVE SURGICAL INC CS 46120E602   88,687,930 334,230 SH   SOLE   265,863 0 68,367
IPG PHOTONICS CORP COM CS 44980X109   24,228,514 255,926 SH   SOLE   206,005 0 49,921
IROBOT CORP COM CS 462726100   16,353,082 339,769 SH   SOLE   339,769 0 0
ISHARES TR RUS MD CP GR ETF CS 464287481   350,953 4,198 SH   SOLE   4,198 0 0
KORNIT DIGITAL LTD SHS CS M6372Q113   6,342,775 276,133 SH   SOLE   276,133 0 0
LANDSTAR SYS INC COM CS 515098101   85,261,371 523,397 SH   SOLE   422,711 0 100,686
LGI HOMES INC COM CS 50187T106   52,536,147 567,345 SH   SOLE   474,342 0 93,003
MICROCHIP TECHNOLOGY INC COM CS 595017104   145,371,346 2,069,343 SH   SOLE   1,657,639 0 411,704
MICROSOFT CORP COM CS 594918104   332,630 1,387 SH   SOLE   1,387 0 0
MILLERKNOLL INC CS 600544100   6,654,833 316,746 SH   SOLE   316,746 0 0
MIMEDX GROUP INC COM CS 602496101   930,494 334,710 SH   SOLE   334,710 0 0
MIX TELEMATICS LTD SPONSORED A CS 60688N102   17,127,969 2,436,411 SH   SOLE   2,436,411 0 0
MSC INDL DIRECT INC CL A CS 553530106   26,820,313 328,278 SH   SOLE   268,451 0 59,827
MYRIAD GENETICS INC COM CS 62855J104   32,973,162 2,272,444 SH   SOLE   1,898,172 0 374,272
NORDSTROM INC COM CS 655664100   27,036,792 1,675,142 SH   SOLE   1,465,861 0 209,281
OPEN TEXT CORP COM CS 683715106   53,381,877 1,801,008 SH   SOLE   1,604,727 0 196,281
PAYCHEX INC COM CS 704326107   28,315,898 245,032 SH   SOLE   195,962 0 49,070
PLEXUS CORP COM CS 729132100   238,173,432 2,313,936 SH   SOLE   1,948,055 0 365,881
POWER INTEGRATIONS INC COM CS 739276103   172,221,595 2,401,305 SH   SOLE   2,019,416 0 381,889
PROS HOLDINGS INC COM CS 74346Y103   12,134,124 500,170 SH   SOLE   500,170 0 0
PROTO LABS INC COM CS 743713109   54,171,877 2,121,891 SH   SOLE   1,841,607 0 280,284
PURE STORAGE INC CL A CS 74624M102   137,915,608 5,153,797 SH   SOLE   4,440,526 0 713,271
ROYAL CARIBBEAN GROUP CS V7780T103   44,839,634 907,134 SH   SOLE   737,918 0 169,216
SEMTECH CORP COM CS 816850101   15,837,855 552,034 SH   SOLE   443,650 0 108,384
SLEEP NUMBER CORPORATION CS 83125X103   55,624,063 2,141,034 SH   SOLE   1,875,624 0 265,410
SNAP ON INC COM CS 833034101   98,239,047 429,949 SH   SOLE   345,561 0 84,388
SOUTHWESTERN ENERGY CO COM CS 845467109   181,525,243 31,029,956 SH   SOLE   27,333,189 0 3,696,767
SPS COMM INC COM CS 78463M107   25,781,167 200,741 SH   SOLE   200,741 0 0
STITCH FIX INC COM CL A CS 860897107   14,445,288 4,644,787 SH   SOLE   4,302,394 0 342,393
STONERIDGE INC COM CS 86183P102   4,821,118 223,614 SH   SOLE   223,614 0 0
STRATASYS LTD SHS CS M85548101   5,619,256 473,799 SH   SOLE   473,799 0 0
STRATEGIC ED INC COM CS 86272C103   42,771,492 546,112 SH   SOLE   469,903 0 76,209
SUPER MICRO COMPUTER INC COM CS 86800U104   370,342,509 4,510,871 SH   SOLE   3,821,008 0 689,863
SURMODICS INC COM CS 868873100   13,954,500 408,983 SH   SOLE   408,983 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109   13,798,058 132,508 SH   SOLE   106,311 0 26,197
TJX COS INC NEW COM CS 872540109   37,235,925 467,788 SH   SOLE   374,979 0 92,809
TREX CO INC COM CS 89531P105   18,566,658 438,617 SH   SOLE   438,617 0 0
UNDER ARMOUR INC CL A CS 904311107   60,475,551 5,952,318 SH   SOLE   4,800,167 0 1,152,151
VIASAT INC COM CS 92552V100   93,351,264 2,949,487 SH   SOLE   2,508,922 0 440,565
VIZIO HLDG CORP CL A COM CS 92858V101   14,257,077 1,924,032 SH   SOLE   1,924,032 0 0
ZUMIEZ INC COM CS 989817101   4,024,813 185,134 SH   SOLE   185,134 0 0