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
APPLE INC COM 037833100 7,283 51,468 SH   SOLE   51,468 0 0
ADOBE INC COM 00724F101 571 992 SH   SOLE   992 0 0
ANALOG DEVICES INC COM 032654105 615 3,672 SH   SOLE   2,782 0 890
PLAYAGS INC COM 72814N104 931 118,193 SH   SOLE   118,193 0 0
ADAPTHEALTH CORP COM 00653Q102 13,051 560,378 SH   SOLE   380,998 0 179,380
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 20,582 371,855 SH   SOLE   251,645 0 120,210
ALKERMES PLC COM 00B3P6D26 35,177 1,140,633 SH   SOLE   756,817 0 383,816
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 572 3,032 SH   SOLE   2,335 0 697
ADVANCED MICRO DEVICES INC COM 007903107 297 2,885 SH   SOLE   2,885 0 0
AMERESCO INC COM 02361E108 14,548 248,976 SH   SOLE   167,476 0 81,500
AMAZON.COM, INC COM 023135106 4,175 1,271 SH   SOLE   1,271 0 0
AMPHENOL CORP NEW CL A COM 032095101 515 7,027 SH   SOLE   5,341 0 1,686
APPLIED THERAPEUTICS INC COM 03828A101 9,391 565,728 SH   SOLE   382,045 0 183,683
EVOQUA WATER TECHNOLOGIES INC COM 30057T105 447 11,900 SH   SOLE   11,900 0 0
ARENA PHARMACEUTICALS INC COM 040047607 22,254 373,698 SH   SOLE   247,338 0 126,360
ARVINAS INC COM 04335A105 23,384 284,541 SH   SOLE   198,825 0 85,716
ATRICURE INC COM 04963C209 28,097 403,989 SH   SOLE   266,929 0 137,060
ATEA PHARMACEUTICALS INC COM 04683R106 6,099 173,950 SH   SOLE   118,850 0 55,100
AVIENT CORPORATION COM 05368V106 34,357 741,254 SH   SOLE   500,513 0 240,741
ALTERYX INC COM 02156B103 593 8,109 SH   SOLE   6,134 0 1,975
AUTOZONE INC COM 053332102 1,207 711 SH   SOLE   550 0 161
BIOHAVEN PHARMACEUTICAL HOLDINGS COM G11196105 28,755 207,006 SH   SOLE   137,690 0 69,316
BJ'S RESTAURANT INC COM 09180C106 15,989 382,873 SH   SOLE   255,593 0 127,280
BOOKING HOLDINGS INC COM 09857L108 909 383 SH   SOLE   383 0 0
BIOMERICA INC COM 09061H307 86 19,000 SH   SOLE   19,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 24,007 233,508 SH   SOLE   154,580 0 78,928
BELLRING BRANDS INC COM 079823100 26,847 873,086 SH   SOLE   582,377 0 290,709
BRP GROUP INC COM 05589G102 36,884 1,107,969 SH   SOLE   762,316 0 345,653
BABCOCK & WILCOX ENTERPRISES COM 05614L209 1,969 307,252 SH   SOLE   253,302 0 53,950
BLACKSTONE INC COM 09260D107 720 6,192 SH   SOLE   6,192 0 0
BANCORPSOUTH INC COM 05971J102 245 8,233 SH   SOLE   8,233 0 0
BYRNA TECHNOLOGIES INC COM 12448X201 398 18,227 SH   SOLE   18,227 0 0
CROWN HOLDINGS INC COM 228368106 2,202 21,845 SH   SOLE   19,221 0 2,624
CNB FINL CORP PA COM 126128107 6,406 263,177 SH   SOLE   15,618 0 247,559
COGENT COMMUNICATIONS HOLDINGS COM 19239V302 17,890 252,540 SH   SOLE   167,297 0 85,243
CADENCE DESIGN SYS INC COM 127387108 1,380 9,112 SH   SOLE   6,897 0 2,215
CENTRIC FINANCIAL CORPORATION COM 15641J101 105 11,000 SH   SOLE   11,000 0 0
CHURCHILL DOWNS INC COM 171484108 48,772 203,149 SH   SOLE   139,979 0 63,170
CHEGG INC COM 163092109 38,193 561,495 SH   SOLE   388,948 0 172,547
CHUY'S HOLDINGS INC COM 171604101 13,045 413,736 SH   SOLE   276,536 0 137,200
CHEWY INC COM 16679L109 342 5,015 SH   SOLE   3,805 0 1,210
CHIPOTLE MEXICAN GRILL COM 169656105 1,556 856 SH   SOLE   662 0 194
CINEMARK HOLDINGS INC COM 17243V102 9,981 519,594 SH   SOLE   309,638 0 209,956
COHU INC COM 192576106 25,521 799,029 SH   SOLE   536,178 0 262,851
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 11,652 590,256 SH   SOLE   392,368 0 197,888
CURIS INC COM 231269200 15,946 2,036,497 SH   SOLE   1,323,766 0 712,731
CARPENTER TECHNOLOGY CORP COM 144285103 316 9,640 SH   SOLE   9,640 0 0
CROWDSTRIKE HOLDINGS INC COM 22788C105 1,327 5,401 SH   SOLE   4,666 0 735
COSTAR GROUP INC COM 22160N109 1,709 19,862 SH   SOLE   16,662 0 3,200
CHICKEN SOUP FOR THE SOUL ENTERTAINMENT INC COM 16842Q100 229 10,000 SH   SOLE   10,000 0 0
CANTALOUPE INC COM 138103106 175 16,190 SH   SOLE   16,190 0 0
CATALENT INC COM 148806102 1,136 8,540 SH   SOLE   6,469 0 2,071
CUSTOMERS BANCORP INC COM 23204G100 345 8,020 SH   SOLE   8,020 0 0
CVRx INC COM 126638105 6,224 376,311 SH   SOLE   255,298 0 121,013
CAMPING WORLD HOLDINGS INC COM 13462K109 218 5,600 SH   SOLE   5,600 0 0
CITIZENS & NORTHERN CORP COM 172922106 433 17,150 SH   SOLE   17,150 0 0
DIODES INCORPORATED COM 254543101 28,293 312,316 SH   SOLE   206,531 0 105,785
DICKS SPORTING GOODS INC COM 253393102 35,216 294,028 SH   SOLE   193,132 0 100,896
DOCUSIGN INC COM 256163106 2,600 10,100 SH   SOLE   8,379 0 1,721
MASONITE INTERNATIONAL CORP COM 575385109 17,998 169,589 SH   SOLE   112,924 0 56,665
DOUBLEVERIFY HOLDINGS INC COM 25862V105 1,385 40,530 SH   SOLE   0 0 40,530
DEXCOM INC COM 252131107 1,059 1,937 SH   SOLE   1,472 0 465
EASTERN BANKSHARES INC COM 27627N105 41,111 2,025,152 SH   SOLE   1,337,834 0 687,318
EBIX INC COM 278715206 906 33,626 SH   SOLE   33,626 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 11,679 244,790 SH   SOLE   160,270 0 84,520
EURONET WORLDWIDE INC COM 298736109 869 6,829 SH   SOLE   5,189 0 1,640
ENTERPRISE FINL SVCS CORP COM 293712105 248 5,480 SH   SOLE   5,480 0 0
ENPHASE ENERGY, INC COM 29355A107 835 5,566 SH   SOLE   4,214 0 1,352
ENERSYS COM 29275Y102 208 2,800 SH   SOLE   2,800 0 0
EPAM SYSTEMS INC COM 29414B104 1,406 2,465 SH   SOLE   2,176 0 289
ETSY INC COM 29786A106 286 1,373 SH   SOLE   1,045 0 328
EVERQUOTE INC COM 30041R108 428 22,974 SH   SOLE   22,974 0 0
EVERI HOLDINGS INC COM 30034T103 46,362 1,917,365 SH   SOLE   1,262,111 0 655,254
EXPEDIA GROUP INC COM 30212P303 724 4,418 SH   SOLE   3,344 0 1,074
NATIONAL VISION HOLDINGS COM 63845R107 34,517 608,021 SH   SOLE   407,436 0 200,585
FIRST ADVANTAGE CORP COM 31846B108 18,364 963,969 SH   SOLE   644,700 0 319,269
DIAMONDBACK ENERGY INC COM 25278X109 1,613 17,036 SH   SOLE   15,153 0 1,883
FARO TECHNOLOGIES INC COM 311642102 16,587 252,050 SH   SOLE   155,850 0 96,200
FATE THERAPEUTICS INC COM 31189P102 10,488 176,956 SH   SOLE   117,246 0 59,710
FACEBOOK INC COM 30303M102 2,598 7,654 SH   SOLE   7,654 0 0
FIVE BELOW COM 33829M101 20,658 116,836 SH   SOLE   77,993 0 38,843
FULL HOUSE RESORTS INC COM 359678109 117 11,000 SH   SOLE   11,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 553 2,118 SH   SOLE   1,626 0 492
FORMFACTOR INC COM 346375108 12,993 348,054 SH   SOLE   231,109 0 116,945
FRESHPET INC COM 358039105 51,421 360,367 SH   SOLE   244,344 0 116,023
FORWARD AIR CORP COM COM 349853101 19,141 230,556 SH   SOLE   144,323 0 86,233
GENERAC HOLDINGS INC COM 368736104 3,134 7,668 SH   SOLE   6,439 0 1,229
ALPHABET INC CLA A COM 02079K305 3,914 1,464 SH   SOLE   1,464 0 0
GOSSAMER BIO INC COM 38341P102 19,056 1,516,003 SH   SOLE   1,006,146 0 509,857
CHART INDS INC COM 16115Q308 65,443 342,436 SH   SOLE   237,162 0 105,274
GXO LOGISTICS INC COM 36262G101 1,129 14,393 SH   SOLE   12,900 0 1,493
HYATT HOTELS CORPORATION COM 448579102 1,516 19,668 SH   SOLE   16,365 0 3,303
HANNON ARMSTRONG INFRASTRUCTURE CAPITAL COM 41068X100 14,332 267,985 SH   SOLE   178,204 0 89,781
HAYWARD HOLDINGS INC COM 421298100 13,027 585,752 SH   SOLE   378,027 0 207,725
HOME DEPOT INC COM 437076102 537 1,636 SH   SOLE   1,636 0 0
H&E EQUIPMENT SERVICES INC COM 404030108 9,069 261,292 SH   SOLE   166,738 0 94,554
HESS CORP COM 42809H107 1,881 24,080 SH   SOLE   20,816 0 3,264
HOULIHAN LOKEY COM 441593100 23,184 251,723 SH   SOLE   176,715 0 75,008
HUBSPOT INC COM 443573100 3,134 4,636 SH   SOLE   4,066 0 570
HORIZON THERAPEUTICS PLC COM G46188101 3,488 31,845 SH   SOLE   27,860 0 3,985
IntercontinentalExchange Group, Inc COM 45866F104 235 2,050 SH   SOLE   2,050 0 0
IMAGO BIOSCIENCES INC COM 45250K107 11,458 572,029 SH   SOLE   376,735 0 195,294
IONIS PHARMACEUTICALS INC COM 462222100 564 16,815 SH   SOLE   12,727 0 4,088
INTEGER HOLDINGS CORP COM 45826H109 22,709 254,188 SH   SOLE   172,655 0 81,533
JACK IN THE BOX INC COM 466367109 33,985 349,175 SH   SOLE   238,757 0 110,418
JAMF HOLDING CORP COM 47074L105 13,450 349,163 SH   SOLE   235,457 0 113,706
JONES SODA CO COM 48023P106 73 74,124 SH   SOLE   74,124 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 5,307 304,113 SH   SOLE   201,893 0 102,220
KEYSIGHT TECHNO COM 49338L103 627 3,819 SH   SOLE   2,860 0 959
KINSALE CAPITAL GROUP INC COM 49714P108 233 1,440 SH   SOLE   1,440 0 0
KARUNA THERAPEUTICS INC COM 48576A100 25,937 212,022 SH   SOLE   135,204 0 76,818
KRATOS DEFENSE AND SECURITY COM 50077B207 25,554 1,145,411 SH   SOLE   768,464 0 376,947
L3 HARRIS TECHNOLOGIES INC COM 502431109 451 2,048 SH   SOLE   1,569 0 479
LINBLAD EXPEDITIONS HOLDINGS COM 535219109 12,051 825,945 SH   SOLE   547,137 0 278,808
CHENIERE ENERGY INC COM 16411R208 2,795 28,617 SH   SOLE   25,123 0 3,494
LIVE OAK BANCSHARES INC COM 53803X105 28,085 441,383 SH   SOLE   283,085 0 158,298
LATTICE SEMICONDUCTOR CORPORATION COM 518415104 21,502 332,597 SH   SOLE   245,836 0 86,761
LULULEMON ATHLETICA INC COM 550021109 948 2,343 SH   SOLE   1,795 0 548
908 DEVICES INC COM 65443P102 4,318 132,769 SH   SOLE   89,261 0 43,508
MATTHEWS INTL CORP CL A COM 577128101 287 8,270 SH   SOLE   8,270 0 0
MEDIAALPHA INC COM 58450V104 11,465 613,761 SH   SOLE   403,641 0 210,120
MOELIS & CO COM 60786M105 48,748 787,907 SH   SOLE   522,291 0 265,616
MONGODB INC COM 60937P106 1,420 3,011 SH   SOLE   2,549 0 462
MONTROSE ENVIRONMENTAL GROUP COM 615111101 32,615 528,262 SH   SOLE   338,839 0 189,423
MARKETAXESS HOLDINGS INC COM 57060D108 449 1,067 SH   SOLE   823 0 244
MERIT MED SYS INC COM 589889104 32,295 449,787 SH   SOLE   293,804 0 155,983
MANNKIND CORP COM 56400P706 18,397 4,229,289 SH   SOLE   2,813,862 0 1,415,427
MODEL N INC COM 607525102 22,269 664,740 SH   SOLE   457,673 0 207,067
MP MATERIALS CORP COM 553368101 715 22,192 SH   SOLE   19,747 0 2,445
MID PENN BANCORP INC COM 59540G107 262 9,500 SH   SOLE   9,500 0 0
MONOLITHICPOWER SYSTEMS INC COM 609839105 266 549 SH   SOLE   426 0 123
MERIDIAN BANK MALVERN PA COM 58958P104 369 12,859 SH   SOLE   12,859 0 0
MARAVAI LIFESCIENCES HOLDINGS INC COM 56600D107 362 7,382 SH   SOLE   5,589 0 1,793
MSA SAFETY INC COM 553498106 307 2,110 SH   SOLE   2,110 0 0
MICROSOFT CORP COM 594918104 6,545 23,216 SH   SOLE   23,216 0 0
MATCH GROUP INC COM 57667L107 1,157 7,368 SH   SOLE   5,581 0 1,787
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100 51,186 789,049 SH   SOLE   556,868 0 232,181
MASTEC INC COM 576323109 826 9,578 SH   SOLE   7,280 0 2,298
NOODLES AND COMPANY COM 65540B105 11,708 992,176 SH   SOLE   653,410 0 338,766
NEOGENOMICS INC COM 64049M209 43,623 904,298 SH   SOLE   620,194 0 284,104
NIKE INC CL B COM 654106103 447 3,077 SH   SOLE   3,077 0 0
NVIDIA CORPORATION COM 67066G104 3,436 16,588 SH   SOLE   16,588 0 0
NV5 GLOBAL INC COM 62945V109 24,995 253,577 SH   SOLE   170,004 0 83,573
OWENS CORNING COM 690742101 636 7,440 SH   SOLE   5,643 0 1,797
OCEANFIRST FINANCIAL CORP COM 675234108 22,440 1,048,118 SH   SOLE   679,480 0 368,638
OCULAR THERAPEUTIX INC COM 67576A100 8,496 849,600 SH   SOLE   568,369 0 281,231
OLAPLEX HOLDINGS INC COM 679369108 700 28,560 SH   SOLE   25,395 0 3,165
ONTO INNOVATION INC COM 683344105 29,225 404,492 SH   SOLE   268,120 0 136,372
ORIC PHARMACEUTICAL COM 68622P109 15,186 726,236 SH   SOLE   482,606 0 243,630
OVERSTOCK.COM INC COM 690370101 390 5,000 SH   SOLE   5,000 0 0
PALO ALTO NETWORKS, INC COM 697435105 591 1,233 SH   SOLE   954 0 279
PASSAGE BIO INC COM 702712100 1,401 140,699 SH   SOLE   0 0 140,699
PAYA HOLDINGS INC COM 70434P103 10,136 932,480 SH   SOLE   622,443 0 310,037
PEGASYSTEMS INC COM 705573103 570 4,487 SH   SOLE   3,403 0 1,084
POLARIS INC COM 731068102 984 8,223 SH   SOLE   6,226 0 1,997
PING IDENTITY HOLDING CORP COM 72341T103 12,712 517,375 SH   SOLE   329,651 0 187,724
PINTEREST INC COM 72352L106 450 8,839 SH   SOLE   6,718 0 2,121
ANAPLAN INC COM 03272L108 500 8,219 SH   SOLE   6,220 0 1,999
THE CHILDREN'S PLACE INC COM 168905107 13,581 180,459 SH   SOLE   121,619 0 58,840
PALOMAR HOLDINGS INC COM 69753M105 33,041 408,773 SH   SOLE   269,324 0 139,449
PLANET FITNESS INC COM 72703H101 25,646 326,498 SH   SOLE   215,135 0 111,363
PALANTIR TECHNOLOGIES INC COM 69608A108 316 13,145 SH   SOLE   9,988 0 3,157
POOL CORP COM 73278L105 703 1,619 SH   SOLE   1,253 0 366
PACIFIC PREMIER BANCORP COM 69478X105 40,992 989,199 SH   SOLE   658,356 0 330,843
PERFICIENT INC COM 71375U101 51,194 442,475 SH   SOLE   287,571 0 154,904
PURE STORAGE COM 74624M102 1,759 69,930 SH   SOLE   60,430 0 9,500
PAYPAL HOLDINGS INC COM 70450Y103 1,744 6,702 SH   SOLE   6,702 0 0
Q2 HOLDINGS INC COM 74736L109 15,413 192,326 SH   SOLE   126,832 0 65,494
LIVERAMP HOLDINGS INC COM 53815P108 24,359 515,759 SH   SOLE   342,020 0 173,739
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 17,688 196,124 SH   SOLE   131,382 0 64,742
REPLIMUNE GROUP INC COM 76029N106 27,321 921,775 SH   SOLE   609,690 0 312,085
REATA PHARMACEUTICALS INC COM 75615P103 27,784 276,155 SH   SOLE   186,143 0 90,012
RYMAN HOSPITALITY PROPERTIES COM 78377T107 10,838 129,481 SH   SOLE   90,611 0 38,870
RINGCENTRAL INC COM 76680R206 359 1,651 SH   SOLE   1,281 0 370
ROKU INC COM 77543R102 780 2,490 SH   SOLE   1,911 0 579
RAPID7 INC COM 753422104 66,921 592,117 SH   SOLE   403,529 0 188,588
SAILPOINT TECHNOLOGIES HOLDINGS COM 78781P105 26,826 625,611 SH   SOLE   417,725 0 207,886
SIGNATURE BK NEW YORK N Y COM 82669G104 1,055 3,874 SH   SOLE   3,027 0 847
SEAWORLD ENTERTAINMENT COM 81282V100 36,154 653,541 SH   SOLE   431,057 0 222,484
SHENANDOAH TELECOMMUNICATION COM 82312B106 208 6,579 SH   SOLE   6,579 0 0
SILVERGATE CAPITAL CORPORATION COM 82837P408 18,441 159,666 SH   SOLE   98,673 0 60,993
SKYWATER TECHNOLOGY INC COM 83089J108 16,328 600,297 SH   SOLE   406,420 0 193,877
SUPER MICRO COMPUTER INC COM 86800U104 18,572 507,854 SH   SOLE   335,780 0 172,074
SCOTTS MIRACLE GRO COMPANY COM 810186106 2,150 14,689 SH   SOLE   12,897 0 1,792
SIMPLY GOOD FOODS CO COM 82900L102 40,277 1,167,775 SH   SOLE   815,802 0 351,973
SEMTECH CORP COM 816850101 32,068 411,291 SH   SOLE   272,785 0 138,506
SUN COUNTRY AIRLINES HOLDING COM 866683105 14,268 425,400 SH   SOLE   283,484 0 141,916
S&P GLOBAL INC COM 78409V104 1,432 3,371 SH   SOLE   2,992 0 379
SPLUNK INC COM 848637104 448 3,099 SH   SOLE   2,376 0 723
SEASPINE HOLDINGS CORP COM 81255T108 11,239 714,500 SH   SOLE   464,354 0 250,146
SPOTIFY TECHNOLOGY S.A. COM L8681T102 388 1,721 SH   SOLE   1,319 0 402
SOUTHSTATE CORP COM 840441109 12,241 163,934 SH   SOLE   105,500 0 58,434
STERIS PUBLIC LIMITED COMPANY COM G8473T100 496 2,430 SH   SOLE   1,860 0 570
STERLING CHECK CORP COM 85917T109 10,692 411,880 SH   SOLE   276,380 0 135,500
STEVANATO GROUP SPA COM 00BNMO752 684 27,033 SH   SOLE   22,816 0 4,217
LATHAM GROUP INC COM 51819L107 8,893 542,279 SH   SOLE   361,626 0 180,653
SYNEOS HEALTH INC COM 87166B102 974 11,139 SH   SOLE   8,430 0 2,709
TRIUMPH BANCORP COM 89679E300 16,871 168,489 SH   SOLE   111,868 0 56,621
TERADYNE INC COM 880770102 1,338 12,256 SH   SOLE   10,135 0 2,121
TRIUMPH GROUP INC COM 896818101 198 10,610 SH   SOLE   10,610 0 0
TG THERAPEUTICS INC COM 88322Q108 298 8,941 SH   SOLE   8,941 0 0
THORNE HEALTHTECH INC COM 885260109 3,822 441,890 SH   SOLE   292,210 0 149,680
TJX COS. COM 872540109 278 4,206 SH   SOLE   4,206 0 0
TILLY'S INC-CLASS A SHRS COM 886885102 8,684 619,870 SH   SOLE   408,390 0 211,480
TREACE MEDICAL CONCEPTS INC COM 89455T109 7,313 271,877 SH   SOLE   178,962 0 92,915
TRANSMEDICS GROUP INC COM 89377M109 8,384 253,378 SH   SOLE   168,111 0 85,267
TRINET GROUP IN COM 896288107 38,209 403,990 SH   SOLE   258,549 0 145,441
TURNING POINT THERAPEUTICS INC COM 90041T108 7,705 115,983 SH   SOLE   79,604 0 36,379
TREX INC COM 89531P105 30,724 301,422 SH   SOLE   203,539 0 97,883
TRINITY CAPITAL INC COM 896442308 9,245 574,553 SH   SOLE   352,833 0 221,720
TRIMBLE NAVIGA COM 896239100 1,001 12,169 SH   SOLE   9,105 0 3,064
TETRA TECH INC COM 88162G103 45,238 302,922 SH   SOLE   192,649 0 110,273
TETRA TECHNOLOGIES COM 88162F105 723 231,645 SH   SOLE   231,645 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 749 4,860 SH   SOLE   3,683 0 1,177
UNITED THERAPEUTICS CORP DEL COM 91307C102 35,035 189,807 SH   SOLE   128,458 0 61,349
VISA INC-CLASS A COM 92826C839 919 4,124 SH   SOLE   4,124 0 0
VISTEON CORP COM 92839U206 19,471 206,284 SH   SOLE   135,160 0 71,124
VEEVA SYSTEMS INC COM 922475108 1,856 6,440 SH   SOLE   5,517 0 923
VIAVI SOLUTIONS INC COM 925550105 26,016 1,652,849 SH   SOLE   1,102,787 0 550,062
VARONIS SYSTEMS INC COM 922280102 52,555 863,687 SH   SOLE   605,891 0 257,796
VERISK ANALYTICS INC COM 92345Y106 380 1,898 SH   SOLE   1,455 0 443
WESTERN ALLIANCE BANCORP COM 957638109 690 6,337 SH   SOLE   6,337 0 0
WINNEBAGO INDUSTRIES COM 974637100 18,939 261,410 SH   SOLE   182,748 0 78,662
CACTUS INC COM 127203107 7,121 188,783 SH   SOLE   124,856 0 63,927
PET ACQUISITION LLC COM 71601V105 16,280 771,556 SH   SOLE   536,921 0 234,635
WILLSCOT MOBILE MINI HOLDING COM 971378104 1,010 31,826 SH   SOLE   24,187 0 7,639
WILLIAMS SONOMA INC COM 969904101 1,761 9,928 SH   SOLE   8,486 0 1,442
WEST PHARMACEUTICAL SVCS INC COM 955306105 395 930 SH   SOLE   930 0 0
ESSENTIAL UTILITIES INC COM 29670G102 231 5,010 SH   SOLE   5,010 0 0
XPO LOGISTICS COM 983793100 884 11,113 SH   SOLE   9,885 0 1,228
YETI HOLDINGS INC COM 98585X104 27,578 321,830 SH   SOLE   210,381 0 111,449
ZENDESK INC COM 98936J101 874 7,511 SH   SOLE   5,709 0 1,802
ZIPRECRUITER INC COM 98980B103 756 27,386 SH   SOLE   27,386 0 0
ZYNGA INC COM 98986T108 392 52,113 SH   SOLE   39,476 0 12,637
ZVIA PBC COM 98955K104 7,421 644,730 SH   SOLE   427,803 0 216,927