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
Amgen COM 031162100 228 1,310 SH   SOLE   1,310 0 0
Apple COM 037833100 201 1,190 SH   SOLE   1,190 0 0
Artisan Partners COM 04316A108 25,403 643,111 SH   SOLE   625,811 0 17,300
Bottomline Tech COM 101388106 37,391 1,078,165 SH   SOLE   1,049,065 0 29,100
Callaway Golf COM 131193104 25,352 1,819,958 SH   SOLE   1,767,033 0 52,925
Catalent COM 148806102 33,615 818,290 SH   SOLE   796,440 0 21,850
Cinemark COM 17243v102 25,549 733,741 SH   SOLE   713,341 0 20,400
Cisco COM 17275r102 14,200 370,753 SH   SOLE   365,353 0 5,400
Clean Harbors COM 184496107 12,515 230,912 SH   SOLE   226,612 0 4,300
Clorox COM 189054109 238 1,600 SH   SOLE   1,600 0 0
Compass Minerals COM 20451n101 28,051 388,243 SH   SOLE   377,718 0 10,525
Douglas Dynamics COM 25960R105 36,220 958,204 SH   SOLE   933,754 0 24,450
EPAM Systems COM 29414b104 23,302 216,900 SH   SOLE   210,700 0 6,200
Generac COM 368736104 29,982 605,446 SH   SOLE   589,421 0 16,025
Gentex COM 371901109 27,863 1,329,958 SH   SOLE   1,293,583 0 36,375
Hill-Rom COM 431475102 22,684 269,118 SH   SOLE   262,268 0 6,850
Hillenbrand COM 431571108 31,144 696,740 SH   SOLE   677,415 0 19,325
Intel COM 458140100 7,156 155,034 SH   SOLE   152,834 0 2,200
Johnson & Johnson COM 478160104 9,920 71,000 SH   SOLE   70,000 0 1,000
Knowles COM 49926D109 25,391 1,732,002 SH   SOLE   1,687,452 0 44,550
Medpace COM 58506Q109 25,342 698,890 SH   SOLE   680,990 0 17,900
Michaels COM 59408Q106 25,125 1,038,645 SH   SOLE   1,011,945 0 26,700
Microsoft COM 594918104 11,568 135,236 SH   SOLE   133,436 0 1,800
Mistras COM 60649t107 18,989 809,081 SH   SOLE   787,806 0 21,275
Mobile Mini COM 60740f105 23,651 685,529 SH   SOLE   667,554 0 17,975
NextEra Energy COM 65339f101 312 2,000 SH   SOLE   2,000 0 0
Oracle COM 68389x105 8,328 176,136 SH   SOLE   176,136 0 0
Owens-Illinois COM 690768403 27,267 1,229,918 SH   SOLE   1,197,668 0 32,250
Pepsico COM 713448108 5,472 45,631 SH   SOLE   44,931 0 700
Procter & Gamble COM 742718109 6,146 66,887 SH   SOLE   65,687 0 1,200
Roper Technologies COM 776696106 207 800 SH   SOLE   800 0 0
Shutterstock COM 825690100 29,094 676,130 SH   SOLE   658,255 0 17,875
SP Plus COM 78469c103 32,320 871,155 SH   SOLE   847,580 0 23,575
Stericycle COM 858912108 225 3,308 SH   SOLE   3,308 0 0
Synopsys COM 871607107 27,453 322,071 SH   SOLE   313,396 0 8,675
Thermo Fisher Scientific COM 883556102 6,236 32,841 SH   SOLE   32,301 0 540
Total System Services COM 891906109 29,520 373,241 SH   SOLE   362,416 0 10,825
TriMas COM 896215209 21,657 809,610 SH   SOLE   787,410 0 22,200
Verint Systems COM 92343x100 22,291 532,634 SH   SOLE   518,659 0 13,975
Verizon COM 92343v104 6,375 120,446 SH   SOLE   119,146 0 1,300
Zimmer Biomet COM 98956P102 4,041 33,484 SH   SOLE   33,204 0 280
iShares LQD ETF 464287242 280 2,300 SH   SOLE   2,300 0 0
Vanguard BND ETF 921937835 3,251 39,860 SH   SOLE   39,860 0 0
Vanguard VCSH ETF 92206c409 262 3,300 SH   SOLE   3,300 0 0
Vanguard VEU ETF 922042775 2,412 44,075 SH   SOLE   44,075 0 0
Vanguard VOO ETF 922908363 1,542 6,285 SH   SOLE   6,285 0 0