Select Equity 13F-HR Quarterly holdings report by institutional manager

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

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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
ADEIA INC	COM	00676P107	7,308,559	653,425	SH		SOLE	N/A	653,425	0	0
ADOBE INC	COM	00724F101	46,067,599	82,924	SH		SOLE	N/A	80,192	0	2,732
ALARM COM HLDGS INC	COM	011642105	1,945,214	30,614	SH		SOLE	N/A	30,614	0	0
ALBANY INTL CORP	CL A	012348108	2,318,406	27,453	SH		SOLE	N/A	27,453	0	0
ALKAMI TECHNOLOGY INC	COM	01644J108	2,547,564	89,451	SH		SOLE	N/A	89,451	0	0
ALPHABET INC	CAP STK CL C	02079K107	114,612,188	624,862	SH		SOLE	N/A	605,107	0	19,755
ALTAIR ENGR INC	COM CL A	021369103	2,137,065	21,789	SH		SOLE	N/A	21,789	0	0
AMAZON COM INC	COM	023135106	101,408,711	524,754	SH		SOLE	N/A	507,792	0	16,962
AMPHENOL CORP NEW	CL A	032095101	211,517,075	3,139,633	SH		SOLE	N/A	3,031,865	0	107,768
API GROUP CORP	COM STK	00187Y100	92,742,785	2,464,597	SH		SOLE	N/A	1,979,075	0	485,522
APOLLO GLOBAL MGMT INC	COM	03769M106	307,747,212	2,606,481	SH		SOLE	N/A	2,367,386	0	239,095
AUTODESK INC	COM	052769106	44,035,707	177,958	SH		SOLE	N/A	172,066	0	5,892
AVIAT NETWORKS INC	COM NEW	05366Y201	10,907,479	380,184	SH		SOLE	N/A	380,184	0	0
BADGER METER INC	COM	056525108	2,282,415	12,248	SH		SOLE	N/A	12,248	0	0
BARNES GROUP INC	COM	067806109	11,764,291	284,093	SH		SOLE	N/A	284,093	0	0
BIO RAD LABS INC	CL A	090572207	177,390,953	649,522	SH		SOLE	N/A	649,522	0	0
BIO-TECHNE CORP	COM	09073M104	180,273,764	2,516,033	SH		SOLE	N/A	2,412,161	0	103,872
BLOOM ENERGY CORP	COM CL A	093712107	6,177,442	504,693	SH		SOLE	N/A	504,693	0	0
BOOT BARN HLDGS INC	COM	099406100	1,997,126	15,490	SH		SOLE	N/A	15,490	0	0
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	G16252101	115,325,984	4,202,842	SH		SOLE	N/A	4,113,471	0	89,371
BROOKFIELD RENEWABLE PARTNER	PARTNERSHIP UNIT	G16258108	123,319,972	4,978,602	SH		SOLE	N/A	4,879,169	0	99,433
BROWN & BROWN INC	COM	115236101	1,174,292,700	13,133,796	SH		SOLE	N/A	12,762,901	0	370,895
BURLINGTON STORES INC	COM	122017106	52,032,480	216,802	SH		SOLE	N/A	174,105	0	42,697
BWX TECHNOLOGIES INC	COM	05605H100	68,228,810	718,198	SH		SOLE	N/A	718,198	0	0
CACI INTL INC	CL A	127190304	62,416,594	145,111	SH		SOLE	N/A	145,111	0	0
CARGURUS INC	COM CL A	141788109	30,017,130	1,145,692	SH		SOLE	N/A	1,145,692	0	0
CASELLA WASTE SYS INC	CL A	147448104	2,987,316	30,108	SH		SOLE	N/A	30,108	0	0
CBIZ INC	COM	124805102	83,775,089	1,130,568	SH		SOLE	N/A	1,130,568	0	0
CDW CORP	COM	12514G108	1,086,435,868	4,853,627	SH		SOLE	N/A	4,696,474	0	157,153
CERTARA INC	COM	15687V109	2,202,261	159,008	SH		SOLE	N/A	159,008	0	0
CHEFS WHSE INC	COM	163086101	3,420,091	87,448	SH		SOLE	N/A	87,448	0	0
CINCINNATI FINL CORP	COM	172062101	124,792,963	1,056,672	SH		SOLE	N/A	1,056,672	0	0
CINTAS CORP	COM	172908105	27,788,418	39,683	SH		SOLE	N/A	39,683	0	0
CITIZENS FINL GROUP INC	COM	174610105	1,174,578	32,600	SH	Call	SOLE	N/A	32,600	0	0
CLEAN HARBORS INC	COM	184496107	412,580,371	1,824,366	SH		SOLE	N/A	1,744,969	0	79,397
CLEARFIELD INC	COM	18482P103	453,080	11,750	SH		SOLE	N/A	11,750	0	0
COHERENT CORP	COM	19247G107	46,219,625	637,864	SH		SOLE	N/A	637,864	0	0
COHERENT CORP	COM	19247G107	11,658,814	160,900	SH	Call	SOLE	N/A	160,900	0	0
COMPASS MINERALS INTL INC	COM	20451N101	30,127,001	2,916,457	SH		SOLE	N/A	2,916,457	0	0
CORE & MAIN INC	CL A	21874C102	754,986,466	15,426,777	SH		SOLE	N/A	14,861,601	0	565,176
COSTAR GROUP INC	COM	22160N109	60,761,437	819,550	SH		SOLE	N/A	819,550	0	0
CRANE COMPANY	COMMON STOCK	224408104	21,158,816	145,943	SH		SOLE	N/A	145,943	0	0
CRH PLC	ORD	G25508105	1,095,586,616	14,611,718	SH		SOLE	N/A	14,217,952	0	393,766
CSW INDUSTRIALS INC	COM	126402106	1,815,251	6,842	SH		SOLE	N/A	6,842	0	0
CURTISS WRIGHT CORP	COM	231561101	95,864,053	353,768	SH		SOLE	N/A	353,768	0	0
CVS HEALTH CORP	COM	126650100	88,590,000	1,500,000	SH	Call	SOLE	N/A	1,500,000	0	0
DANAHER CORPORATION	COM	235851102	100,443,947	402,017	SH		SOLE	N/A	340,839	0	61,178
DAYFORCE INC	COM	15677J108	721,310,133	14,542,543	SH		SOLE	N/A	14,096,387	0	446,156
DOCUSIGN INC	COM	256163106	35,279,612	659,432	SH		SOLE	N/A	587,348	0	72,084
DUCKHORN PORTFOLIO INC	COM	26414D106	42,008,634	5,916,709	SH		SOLE	N/A	5,593,325	0	323,384
EBAY INC.	COM	278642103	11,238,224	209,200	SH	Call	SOLE	N/A	209,200	0	0
ELI LILLY & CO	COM	532457108	7,061,964	7,800	SH	Put	SOLE	N/A	7,800	0	0
EMCOR GROUP INC	COM	29084Q100	426,099,471	1,167,140	SH		SOLE	N/A	1,148,197	0	18,943
ENERGY RECOVERY INC	COM	29270J100	1,089,767	81,999	SH		SOLE	N/A	81,999	0	0
ENOVIS CORPORATION	COM	194014502	25,160,038	556,638	SH		SOLE	N/A	556,638	0	0
ENTEGRIS INC	COM	29362U104	568,754,876	4,200,553	SH		SOLE	N/A	4,073,097	0	127,456
ENVESTNET INC	COM	29404K106	967,516	15,458	SH		SOLE	N/A	15,458	0	0
ESCO TECHNOLOGIES INC	COM	296315104	41,539,118	395,460	SH		SOLE	N/A	395,460	0	0
FORMFACTOR INC	COM	346375108	818,002	13,514	SH		SOLE	N/A	13,514	0	0
FORTIVE CORP	COM	34959J108	195,721,367	2,641,314	SH		SOLE	N/A	2,292,688	0	348,626
FORTUNE BRANDS INNOVATIONS I	COM	34964C106	410,866,094	6,326,857	SH		SOLE	N/A	6,166,371	0	160,486
GARMIN LTD	SHS	H2906T109	326,909,244	2,006,563	SH		SOLE	N/A	2,006,563	0	0
GLOBALFOUNDRIES INC	ORDINARY SHARES	G39387108	9,466,753	187,238	SH		SOLE	N/A	187,238	0	0
GLOBUS MED INC	CL A	379577208	91,710,987	1,339,042	SH		SOLE	N/A	1,339,042	0	0
GOGO INC	COM	38046C109	2,763,884	287,306	SH		SOLE	N/A	287,306	0	0
GRAIL INC	COM	384747101	2,448,748	159,320	SH		SOLE	N/A	128,392	0	30,928
HIMS & HERS HEALTH INC	COM CL A	433000106	1,362,825	67,500	SH	Put	SOLE	N/A	67,500	0	0
HOLOGIC INC	COM	436440101	25,097,985	338,020	SH		SOLE	N/A	271,519	0	66,501
HUB GROUP INC	CL A	443320106	79,055,040	1,836,354	SH		SOLE	N/A	1,836,354	0	0
HYATT HOTELS CORP	COM CL A	448579102	152,930,724	1,006,653	SH		SOLE	N/A	1,006,653	0	0
I3 VERTICALS INC	COM CL A	46571Y107	1,451,318	65,730	SH		SOLE	N/A	65,730	0	0
ILLUMINA INC	COM	452327109	99,782,061	955,950	SH		SOLE	N/A	770,369	0	185,581
INTEL CORP	COM	458140100	24,897,031	803,908	SH		SOLE	N/A	803,908	0	0
INTEL CORP	COM	458140100	18,297,076	590,800	SH	Call	SOLE	N/A	590,800	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	15,943,863	598,943	SH		SOLE	N/A	598,943	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	17,835,400	670,000	SH	Call	SOLE	N/A	670,000	0	0
ISHARES TR	CHINA LG-CAP ETF	464287184	25,470,200	980,000	SH	Call	SOLE	N/A	980,000	0	0
ITRON INC	COM	465741106	59,759,668	603,877	SH		SOLE	N/A	603,877	0	0
ITT INC	COM	45073V108	431,511,839	3,340,392	SH		SOLE	N/A	3,233,572	0	106,820
JONES LANG LASALLE INC	COM	48020Q107	55,151,551	268,665	SH		SOLE	N/A	268,665	0	0
KADANT INC	COM	48282T104	3,973,375	13,525	SH		SOLE	N/A	13,525	0	0
KIRBY CORP	COM	497266106	65,928,247	550,641	SH		SOLE	N/A	550,641	0	0
LABCORP HOLDINGS INC	COM SHS	504922105	73,928,060	363,265	SH		SOLE	N/A	363,265	0	0
LAMAR ADVERTISING CO NEW	CL A	512816109	82,878,994	693,374	SH		SOLE	N/A	693,374	0	0
LIVE NATION ENTERTAINMENT IN	COM	538034109	1,213,053,063	12,940,613	SH		SOLE	N/A	12,533,723	0	406,890
LOAR HOLDINGS INC	COM SHS	53947R105	911,281	17,062	SH		SOLE	N/A	17,062	0	0
LUMENTUM HLDGS INC	COM	55024U109	2,914,101	57,229	SH		SOLE	N/A	57,229	0	0
MARKEL GROUP INC	COM	570535104	19,951,007	12,662	SH		SOLE	N/A	12,662	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	1,135,915,666	2,096,559	SH		SOLE	N/A	2,033,137	0	63,422
MATTHEWS INTL CORP	CL A	577128101	4,599,405	183,609	SH		SOLE	N/A	183,609	0	0
MESA LABS INC	COM	59064R109	717,848	8,273	SH		SOLE	N/A	8,273	0	0
META PLATFORMS INC	CL A	30303M102	57,837,564	114,707	SH		SOLE	N/A	110,666	0	4,041
METTLER TOLEDO INTERNATIONAL	COM	592688105	17,959,032	12,850	SH		SOLE	N/A	12,400	0	450
MICROSOFT CORP	COM	594918104	88,025,909	196,948	SH		SOLE	N/A	190,471	0	6,477
MIDDLEBY CORP	COM	596278101	779,834,912	6,360,288	SH		SOLE	N/A	6,148,489	0	211,799
MIRION TECHNOLOGIES INC	COM CL A	60471A101	62,118,957	5,783,888	SH		SOLE	N/A	5,783,888	0	0
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	6,659,993	237,137	SH		SOLE	N/A	237,137	0	0
MOHAWK INDS INC	COM	608190104	193,380,160	1,702,440	SH		SOLE	N/A	1,702,440	0	0
MOODYS CORP	COM	615369105	49,072,019	116,580	SH		SOLE	N/A	112,447	0	4,133
MORNINGSTAR INC	COM	617700109	720,198,897	2,434,338	SH		SOLE	N/A	2,330,643	0	103,695
MSCI INC	COM	55354G100	34,165,228	70,919	SH		SOLE	N/A	68,405	0	2,514
MYR GROUP INC DEL	COM	55405W104	1,610,063	11,864	SH		SOLE	N/A	11,864	0	0
NATIONAL RESH CORP	COM NEW	637372202	815,574	35,537	SH		SOLE	N/A	35,537	0	0
NCINO INC	COM	63947X101	799,962	25,436	SH		SOLE	N/A	25,436	0	0
NEOGEN CORP	COM	640491106	242,740,762	15,530,439	SH		SOLE	N/A	14,319,636	0	1,210,803
NVIDIA CORPORATION	COM	67066G104	321,204	2,600	SH	Call	SOLE	N/A	2,600	0	0
ON HLDG AG	NAMEN AKT A	H5919C104	287,811,067	7,417,811	SH		SOLE	N/A	7,417,811	0	0
ONESPAWORLD HOLDINGS LIMITED	COM	P73684113	104,688,866	6,811,247	SH		SOLE	N/A	6,811,247	0	0
OUTFRONT MEDIA INC	COM	69007J106	879,336	61,492	SH		SOLE	N/A	61,492	0	0
PAYCHEX INC	COM	704326107	177,658,129	1,498,466	SH		SOLE	N/A	1,415,563	0	82,903
PAYPAL HLDGS INC	COM	70450Y103	90,770,816	1,564,205	SH		SOLE	N/A	1,256,153	0	308,052
PAYPAL HLDGS INC	COM	70450Y103	266,938	4,600	SH	Call	SOLE	N/A	4,600	0	0
PELOTON INTERACTIVE INC	CL A COM	70614W100	1,831,747	541,937	SH		SOLE	N/A	541,937	0	0
PHREESIA INC	COM	71944F106	336,190	15,858	SH		SOLE	N/A	15,858	0	0
PINTEREST INC	CL A	72352L106	71,130,831	1,614,042	SH		SOLE	N/A	1,614,042	0	0
PINTEREST INC	CL A	72352L106	5,231,109	118,700	SH	Call	SOLE	N/A	118,700	0	0
POLARIS INC	COM	731068102	31,377,251	400,680	SH		SOLE	N/A	400,680	0	0
POLARIS INC	COM	731068102	2,458,934	31,400	SH	Call	SOLE	N/A	31,400	0	0
POOL CORP	COM	73278L105	112,455,735	365,912	SH		SOLE	N/A	353,042	0	12,870
PORTILLOS INC	COM CL A	73642K106	1,092,761	112,424	SH		SOLE	N/A	112,424	0	0
PTC INC	COM	69370C100	119,014,379	655,113	SH		SOLE	N/A	625,027	0	30,086
QUANTA SVCS INC	COM	74762E102	336,375,776	1,323,845	SH		SOLE	N/A	1,268,102	0	55,743
REVVITY INC	COM	714046109	772,933,231	7,371,097	SH		SOLE	N/A	7,164,044	0	207,053
ROLLINS INC	COM	775711104	97,202,268	1,992,258	SH		SOLE	N/A	1,892,904	0	99,354
S&P GLOBAL INC	COM	78409V104	105,925,000	237,500	SH		SOLE	N/A	235,283	0	2,217
SALESFORCE INC	COM	79466L302	143,082,063	556,523	SH		SOLE	N/A	537,606	0	18,917
SALESFORCE INC	COM	79466L302	617,040	2,400	SH	Call	SOLE	N/A	2,400	0	0
SERVICE CORP INTL	COM	817565104	514,965,765	7,239,783	SH		SOLE	N/A	7,031,450	0	208,333
SHOPIFY INC	CL A	82509L107	71,301,569	1,079,509	SH		SOLE	N/A	1,079,509	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	622,561,740	6,949,785	SH		SOLE	N/A	6,747,751	0	202,034
SMITH A O CORP	COM	831865209	315,054,751	3,852,467	SH		SOLE	N/A	3,748,522	0	103,945
SOUTHSTATE CORPORATION	COM	840441109	11,889,347	155,579	SH		SOLE	N/A	155,579	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	44,146,801	140,689	SH		SOLE	N/A	140,689	0	0
SPS COMM INC	COM	78463M107	1,715,831	9,119	SH		SOLE	N/A	9,119	0	0
SPX TECHNOLOGIES INC	COM	78473E103	24,904,065	175,208	SH		SOLE	N/A	175,208	0	0
STERIS PLC	SHS USD	G8473T100	160,889,450	732,848	SH		SOLE	N/A	675,699	0	57,149
SUMMIT MATLS INC	CL A	86614U100	2,750,326	75,125	SH		SOLE	N/A	75,125	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	434,189,373	2,498,069	SH		SOLE	N/A	2,462,827	0	35,242
TELEDYNE TECHNOLOGIES INC	COM	879360105	380,134,656	979,779	SH		SOLE	N/A	941,954	0	37,825
TEMPUR SEALY INTL INC	COM	88023U101	1,064,630,728	22,489,031	SH		SOLE	N/A	21,795,766	0	693,265
TENABLE HLDGS INC	COM	88025T102	2,182,661	50,084	SH		SOLE	N/A	50,084	0	0
THE BALDWIN INSURANCE GRP IN	COM CL A	05589G102	1,045,017	29,462	SH		SOLE	N/A	29,462	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	181,883,912	328,904	SH		SOLE	N/A	287,696	0	41,208
TORO CO	COM	891092108	516,119,749	5,519,407	SH		SOLE	N/A	5,341,557	0	177,850
TRACTOR SUPPLY CO	COM	892356106	421,223,220	1,560,086	SH		SOLE	N/A	1,509,206	0	50,880
TRIMBLE INC	COM	896239100	486,834,152	8,705,904	SH		SOLE	N/A	8,376,553	0	329,351
TRINET GROUP INC	COM	896288107	6,652,300	66,523	SH		SOLE	N/A	66,523	0	0
UFP TECHNOLOGIES INC	COM	902673102	1,384,262	5,246	SH		SOLE	N/A	5,246	0	0
V F CORP	COM	918204108	3,092,850	229,100	SH	Call	SOLE	N/A	229,100	0	0
VAIL RESORTS INC	COM	91879Q109	339,449,941	1,884,472	SH		SOLE	N/A	1,823,127	0	61,345
VERRA MOBILITY CORP	CL A COM STK	92511U102	2,441,173	89,749	SH		SOLE	N/A	89,749	0	0
VIKING HOLDINGS LTD	ORD SHS	G93A5A101	145,988,566	4,301,372	SH		SOLE	N/A	4,301,372	0	0
VISA INC	COM CL A	92826C839	271,970,889	1,036,198	SH		SOLE	N/A	950,438	0	85,760
WABTEC	COM	929740108	894,948,800	5,662,441	SH		SOLE	N/A	5,459,398	0	203,043
WHITE MTNS INS GROUP LTD	COM	G9618E107	107,885,649	59,361	SH		SOLE	N/A	59,361	0	0
WILLIAMS SONOMA INC	COM	969904101	42,218,268	149,514	SH		SOLE	N/A	149,514	0	0
WOLFSPEED INC	COM	977852102	22,843,962	1,003,689	SH		SOLE	N/A	1,003,689	0	0
WOLVERINE WORLD WIDE INC	COM	978097103	10,498,591	776,523	SH		SOLE	N/A	776,523	0	0
WORKDAY INC	CL A	98138H101	32,397,645	144,917	SH		SOLE	N/A	140,059	0	4,858
ZOETIS INC	CL A	98978V103	14,996,507	86,505	SH		SOLE	N/A	69,499	0	17,006