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
AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 11,960,553 123,700 SH   SOLE   123,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 46,287,215 161,951 SH   SOLE   161,951 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 27,284,196 70,800 SH   SOLE   70,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 12,349,260 126,000 SH   SOLE   126,000 0 0
ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 1,840,248 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 8,889,660 87,000 SH   SOLE   87,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 19,708,804 190,001 SH   SOLE   190,001 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 16,836,270 163,000 SH   SOLE   163,000 0 0
AMER STATES WTR CO COM 029899101 BBG001S9T5Z6 684,453 7,700 SH   SOLE   7,700 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 32,075,028 263,992 SH   SOLE   263,992 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 2,860,760 14,000 SH   SOLE   14,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 3,372,407 40,651 SH   SOLE   40,651 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 27,456,000 82,500 SH   SOLE   82,500 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 32,064,993 101,700 SH   SOLE   101,700 0 0
APPLE INC COM 037833100 BBG001S5N8V8 12,697,300 77,000 SH   SOLE   77,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG001S5NK14 3,311,629 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 BBG001S78MT3 15,237,937 128,927 SH   SOLE   128,927 0 0
ASGN INC COM 00191U102 BBG001S71HP5 1,661,667 20,100 SH   SOLE   20,100 0 0
BALCHEM CORP COM 057665200 BBG001S5P2R4 3,832,344 30,300 SH   SOLE   30,300 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 8,008,000 280,000 SH   SOLE   280,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 43,678,129 701,544 SH   SOLE   701,544 0 0
BIO RAD LABS INC CL A 090572207 BBG001S625W4 6,514,672 13,600 SH   SOLE   13,600 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 8,268,706 85,034 SH   SOLE   85,034 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 5,709,600 65,000 SH   SOLE   65,000 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 10,877,533 4,101 SH   SOLE   4,101 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,084,700 4,808 SH   SOLE   4,808 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 1,570,284 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 77,573,422 369,239 SH   SOLE   369,239 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 4,385,758 19,400 SH   SOLE   19,400 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 6,608,992 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 BBG001S5YY67 30,767,892 319,600 SH   SOLE   319,600 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 3,430,940 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 BBG001S679X0 42,696,812 79,399 SH   SOLE   79,399 0 0
CHURCHILL DOWNS INC COM 171484108 BBG001S67Z80 31,702,234 123,331 SH   SOLE   123,331 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 85,720,724 185,270 SH   SOLE   185,270 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 4,583,144 31,400 SH   SOLE   31,400 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 1,908,335 15,700 SH   SOLE   15,700 0 0
CONMED CORP COM 207410101 BBG001S5PZH2 2,357,622 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 2,258,900 10,000 SH   SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 6,421,792 17,200 SH   SOLE   17,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 31,700,306 63,800 SH   SOLE   63,800 0 0
CROCS INC COM 227046109 BBG001SDGFR8 9,065,748 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 7,274,780 53,000 SH   SOLE   53,000 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 31,338,150 124,338 SH   SOLE   124,338 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 3,142,800 90,000 SH   SOLE   90,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 2,429,280 48,000 SH   SOLE   48,000 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 10,340,020 89,000 SH   SOLE   89,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 13,652,170 101,000 SH   SOLE   101,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 7,910,270 79,000 SH   SOLE   79,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 4,743,200 245,000 SH   SOLE   245,000 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 2,830,563 17,100 SH   SOLE   17,100 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 4,458,590 27,422 SH   SOLE   27,422 0 0
ENERSYS COM 29275Y102 BBG001SLVXW8 4,787,088 55,100 SH   SOLE   55,100 0 0
ENPRO INDS INC COM 29355X107 BBG001SCK8H2 2,628,417 25,300 SH   SOLE   25,300 0 0
ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 7,308,810 76,500 SH   SOLE   76,500 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 26,927,940 90,060 SH   SOLE   90,060 0 0
EPLUS INC COM 294268107 BBG001S99YL0 8,684,984 177,100 SH   SOLE   177,100 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 BBG001S5T5G5 25,308,010 377,000 SH   SOLE   377,000 0 0
EVERBRIDGE INC COM 29978A104 BBG0022FMPG2 1,896,449 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 15,596,300 230,000 SH   SOLE   230,000 0 0
EXELIXIS INC COM 30161Q104 BBG001SD42W4 14,363,400 740,000 SH   SOLE   740,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 BBG001SKWX40 12,865,485 79,500 SH   SOLE   79,500 0 0
EXPONENT INC COM 30214U102 BBG001S9CG99 36,935,145 370,500 SH   SOLE   370,500 0 0
FABRINET SHS G3323L100 BBG001SP57F4 4,239,732 35,700 SH   SOLE   35,700 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 49,609,914 70,600 SH   SOLE   70,600 0 0
FEDERAL SIGNAL CORP COM 313855108 BBG001S5RD98 2,119,611 39,100 SH   SOLE   39,100 0 0
FIRST FINL BANKSHARES INC COM 32020R109 BBG001S7HCY9 6,587,222 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 3,707,384 32,800 SH   SOLE   32,800 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 6,065,131 83,900 SH   SOLE   83,900 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 3,987,999 60,006 SH   SOLE   60,006 0 0
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 2,290,669 24,343 SH   SOLE   24,343 0 0
FTI CONSULTING INC COM 302941109 BBG001SCJVR2 7,144,070 36,200 SH   SOLE   36,200 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,372,244 12,400 SH   SOLE   12,400 0 0
GARTNER INC COM 366651107 BBG001S5SD60 44,703,137 137,223 SH   SOLE   137,223 0 0
GATX CORP COM 361448103 BBG001S5RM34 1,265,230 11,500 SH   SOLE   11,500 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 1,728,160 16,000 SH   SOLE   16,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 7,032,865 21,500 SH   SOLE   21,500 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 1,406,400 60,000 SH   SOLE   60,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 BBG001S5RTV8 2,757,356 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 10,875,236 63,583 SH   SOLE   63,583 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 2,188,910 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 10,054,230 66,708 SH   SOLE   66,708 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 2,960,252 21,014 SH   SOLE   21,014 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,807,208 9,512 SH   SOLE   9,512 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 59,559,528 119,100 SH   SOLE   119,100 0 0
INSIGHT ENTERPRISES INC COM 45765U103 BBG001S7LHJ0 1,300,936 9,100 SH   SOLE   9,100 0 0
INSPERITY INC COM 45778Q107 BBG001S894P4 3,670,810 30,200 SH   SOLE   30,200 0 0
INSULET CORP COM 45784P101 BBG001SRF439 2,718,177 8,522 SH   SOLE   8,522 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 2,972,160 36,000 SH   SOLE   36,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 BBG001V0G1G5 2,618,850 195,000 SH   SOLE   195,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 31,061,004 297,833 SH   SOLE   297,833 0 0
INTUIT COM 461202103 BBG001S6TWR2 49,714,503 111,510 SH   SOLE   111,510 0 0
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 33,396,813 167,916 SH   SOLE   167,916 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 BBG001TSQV70 2,517,809 20,300 SH   SOLE   20,300 0 0
J & J SNACK FOODS CORP COM 466032109 BBG001S5SH98 19,224,134 129,700 SH   SOLE   129,700 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5,082,090 39,000 SH   SOLE   39,000 0 0
KADANT INC COM 48282T104 BBG001S8PRM8 2,815,020 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,136,128 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 BBG001S5RWM1 6,058,988 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 7,147,340 29,000 SH   SOLE   29,000 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 2,636,880 24,000 SH   SOLE   24,000 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 24,575,184 97,800 SH   SOLE   97,800 0 0
LITTELFUSE INC COM 537008104 BBG001S744B6 2,466,428 9,200 SH   SOLE   9,200 0 0
LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 8,012,180 22,000 SH   SOLE   22,000 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 1,946,700 210,000 SH   SOLE   210,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 21,984,600 132,000 SH   SOLE   132,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 18,645,875 51,308 SH   SOLE   51,308 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 8,637,750 225,000 SH   SOLE   225,000 0 0
MAXIMUS INC COM 577933104 BBG001S6G4K5 2,825,330 35,900 SH   SOLE   35,900 0 0
MEDIFAST INC COM 58470H101 BBG001SD45H4 352,478 3,400 SH   SOLE   3,400 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 2,989,995 15,900 SH   SOLE   15,900 0 0
MERCURY SYS INC COM 589378108 BBG001SBFLT8 2,571,336 50,300 SH   SOLE   50,300 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 20,346,240 96,000 SH   SOLE   96,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 24,184,969 15,805 SH   SOLE   15,805 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2,292,920 38,000 SH   SOLE   38,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 16,144,800 56,000 SH   SOLE   56,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 BBG001SDRGP6 27,685,368 55,311 SH   SOLE   55,311 0 0
MONRO INC COM 610236101 BBG001S62LS4 331,181 6,700 SH   SOLE   6,700 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 32,648,864 114,105 SH   SOLE   114,105 0 0
MSCI INC COM 55354G100 BBG001SV8B05 8,395,350 15,000 SH   SOLE   15,000 0 0
NEOGEN CORP COM 640491106 BBG001S67B47 4,082,956 220,462 SH   SOLE   220,462 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 10,367,855 30,010 SH   SOLE   30,010 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,066,000 25,000 SH   SOLE   25,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 16,669,541 60,012 SH   SOLE   60,012 0 0
OKTA INC CL A 679295105 BBG001YV1SN3 8,365,280 97,000 SH   SOLE   97,000 0 0
OMNICELL COM COM 68213N109 BBG001SF6Z45 3,297,254 56,200 SH   SOLE   56,200 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 8,657,160 114,000 SH   SOLE   114,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 BBG00JG0FG08 2,381,400 210,000 SH   SOLE   210,000 0 0
PENUMBRA INC COM 70975L107 BBG001TRHPB0 5,044,289 18,100 SH   SOLE   18,100 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 14,501,040 71,000 SH   SOLE   71,000 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M26 3,316,509 42,700 SH   SOLE   42,700 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 39,380,600 115,000 SH   SOLE   115,000 0 0
PRIMERICA INC COM 74164M108 BBG001T5ZSQ6 4,443,792 25,800 SH   SOLE   25,800 0 0
QUAKER HOUGHTON COM 747316107 BBG001S969X5 5,285,265 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 7,399,640 58,000 SH   SOLE   58,000 0 0
QUALYS INC COM 74758T303 BBG001SYH860 2,821,434 21,700 SH   SOLE   21,700 0 0
RAPID7 INC COM 753422104 BBG009DFHWH5 550,920 12,000 SH   SOLE   12,000 0 0
RBC BEARINGS INC COM 75524B104 BBG001SNYTV1 12,218,325 52,500 SH   SOLE   52,500 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 37,111,670 274,454 SH   SOLE   274,454 0 0
REVANCE THERAPEUTICS INC COM 761330109 BBG001V0GBC7 3,382,050 105,000 SH   SOLE   105,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1P0 3,096,000 200,000 SH   SOLE   200,000 0 0
RLI CORP COM 749607107 BBG001S5VQ58 23,259,250 175,000 SH   SOLE   175,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 5,049,200 520,000 SH   SOLE   520,000 0 0
ROKU INC COM CL A 77543R102 BBG001ZZPQM2 5,726,340 87,000 SH   SOLE   87,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 8,671,269 231,049 SH   SOLE   231,049 0 0
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 31,980,433 72,569 SH   SOLE   72,569 0 0
RUSH ENTERPRISES INC CL A 781846209 BBG001SKX0D1 1,769,040 32,400 SH   SOLE   32,400 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 53,608,977 155,492 SH   SOLE   155,492 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 47,827,332 239,400 SH   SOLE   239,400 0 0
SANMINA CORPORATION COM 801056102 BBG001S5SYJ0 979,011 16,052 SH   SOLE   16,052 0 0
SELECTIVE INS GROUP INC COM 816300107 BBG001S5W2R6 3,555,809 37,300 SH   SOLE   37,300 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 43,945,782 94,564 SH   SOLE   94,564 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 5,225,460 109,000 SH   SOLE   109,000 0 0
SILGAN HLDGS INC COM 827048109 BBG001S6VPD9 9,263,442 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 3,079,575 22,500 SH   SOLE   22,500 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 5,548,950 495,000 SH   SOLE   495,000 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 9,012,720 94,000 SH   SOLE   94,000 0 0
SPS COMM INC COM 78463M107 BBG001T65R07 15,915,350 104,500 SH   SOLE   104,500 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,644,550 35,000 SH   SOLE   35,000 0 0
STIFEL FINL CORP COM 860630102 BBG001S5W081 6,170,296 104,422 SH   SOLE   104,422 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 9,811,889 34,371 SH   SOLE   34,371 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 20,317,136 52,601 SH   SOLE   52,601 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 2,071,306 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 62,138,304 138,900 SH   SOLE   138,900 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 10,684,812 51,503 SH   SOLE   51,503 0 0
TEXAS ROADHOUSE INC COM 882681109 BBG001SLR3C1 4,495,296 41,600 SH   SOLE   41,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 39,381,057 68,326 SH   SOLE   68,326 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 5,078,616 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 BBG001S5WX98 4,179,616 37,600 SH   SOLE   37,600 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 79,306,580 107,600 SH   SOLE   107,600 0 0
TREX CO INC COM 89531P105 BBG001SB6TV8 3,114,880 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 BBG001SDZPT3 4,465,794 55,400 SH   SOLE   55,400 0 0
TWILIO INC CL A 90138F102 BBG0029ZX859 5,930,070 89,000 SH   SOLE   89,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 36,860,218 103,937 SH   SOLE   103,937 0 0
U S PHYSICAL THERAPY COM 90337L108 BBG001S71ZL9 7,617,398 77,800 SH   SOLE   77,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 22,034,733 695,102 SH   SOLE   695,102 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 8,793,472 16,115 SH   SOLE   16,115 0 0
UNIFIRST CORP MASS COM 904708104 BBG001S5X2B2 2,854,926 16,200 SH   SOLE   16,200 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 33,026,766 164,100 SH   SOLE   164,100 0 0
VAIL RESORTS INC COM 91879Q109 BBG001S5TFD6 2,103,120 9,000 SH   SOLE   9,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 11,815,125 37,500 SH   SOLE   37,500 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 15,334,477 68,014 SH   SOLE   68,014 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 2,587,695 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 2,963,013 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 18,006,505 129,478 SH   SOLE   129,478 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 BBG001S6N6Y7 8,945,703 53,147 SH   SOLE   53,147 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 3,845,817 11,100 SH   SOLE   11,100 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 4,002,044 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 9,055,410 93,000 SH   SOLE   93,000 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 9,087,760 44,000 SH   SOLE   44,000 0 0
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 7,824,124 76,400 SH   SOLE   76,400 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 3,067,365 39,300 SH   SOLE   39,300 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 4,993,200 30,000 SH   SOLE   30,000 0 0