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
A.O. Smith Corporation COM 04544X300 16,071 252,735 SH   SOLE   2,545 0 250,190
ABB Ltd SPONSORED ADR 000375204 5,118 215,590 SH   SOLE   590 0 215,000
Abbott Laboratories COM 002824100 13,521 225,665 SH   SOLE   16,565 0 209,100
Accenture plc SHS CLASS A G1151C101 6,922 45,095 SH   SOLE   595 0 44,500
Affiliated Managers Group, Inc. COM 008252108 75,069 395,980 SH   SOLE   16,890 0 379,090
Albemarle Corporation COM 012653101 41,151 443,730 SH   SOLE   16,090 0 427,640
Alexion Pharmaceuticals, Inc. COM 015351109 4,767 42,770 SH   SOLE   230 0 42,540
Allergan plc SHS G0177J108 9,456 56,194 SH   SOLE   2,799 0 53,395
Alphabet Inc. CAP STK CL A 02079K107 65,637 63,615 SH   SOLE   2,985 0 60,630
Amazon.com, Inc. COM 023135106 54,029 37,330 SH   SOLE   1,530 0 35,800
AMERCO COM 023586100 41,170 119,301 SH   SOLE   4,725 0 114,576
American Vanguard Corporation COM 030371108 1,808 89,540 SH   SOLE   1,940 0 87,600
AMETEK, Inc. COM 031100100 9,752 128,370 SH   SOLE   720 0 127,650
Analog Devices, Inc. COM 032654105 6,732 73,875 SH   SOLE   775 0 73,100
Aon plc SHS CL A G0408V102 73,361 522,775 SH   SOLE   17,670 0 505,105
Apple, Inc. COM 037833100 90,452 539,115 SH   SOLE   24,315 0 514,800
AptarGroup, Inc. COM 038336103 14,816 164,935 SH   SOLE   8,820 0 156,115
Arthur J. Gallagher & Co. COM 363576109 7,941 115,545 SH   SOLE   7,545 0 108,000
AT&T Inc. COM 00206R102 8,179 229,450 SH   SOLE   3,250 0 226,200
Ball Corporation COM 058498106 60,087 1,513,152 SH   SOLE   82,350 0 1,430,802
Beacon Roofing Supply, Inc. COM 073685109 4,059 76,485 SH   SOLE   1,485 0 75,000
Biogen Inc. COM 09062C103 25,496 93,115 SH   SOLE   3,615 0 89,500
Bio-Techne Corp. COM 09073M104 6,000 39,730 SH   SOLE   730 0 39,000
Black Knight, Inc. CL A 09215C105 6,237 132,425 SH   SOLE   7,425 0 125,000
BlackLine, Inc. COM 09239B109 4,955 126,395 SH   SOLE   2,395 0 124,000
BMC Stock Holdings, Inc. COM 05591B109 4,895 250,413 SH   SOLE   4,365 0 246,048
Boston Scientific Corporation COM 101137107 23,084 844,975 SH   SOLE   44,975 0 800,000
Bottomline Technologies (de), Inc. COM 101388106 5,724 147,735 SH   SOLE   2,735 0 145,000
Brown & Brown, Inc. COM 115236101 5,702 224,160 SH   SOLE   4,160 0 220,000
Burlington Stores, Inc. COM 122017106 12,356 92,805 SH   SOLE   615 0 92,190
CarMax, Inc. COM 143130102 9,548 154,165 SH   SOLE   11,605 0 142,560
Carriage Services, Inc. COM 143905107 4,368 157,940 SH   SOLE   2,940 0 155,000
Cavium, Inc. COM 14964U108 11,193 141,010 SH   SOLE   865 0 140,145
CBRE Group, Inc. CL A 12504L109 103,423 2,190,245 SH   SOLE   96,985 0 2,093,260
CBS Corporation CL B 124857202 50,294 978,690 SH   SOLE   49,790 0 928,900
CDK Global, Inc. COM 12508E101 10,845 171,225 SH   SOLE   1,030 0 170,195
CDW Corporation COM 12514G108 10,583 150,520 SH   SOLE   1,635 0 148,885
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 8,004 125,300 SH   SOLE   300 0 125,000
Celgene Corporation COM 151020104 37,888 424,715 SH   SOLE   22,310 0 402,405
Charles Schwab Corporation (The) COM 808513105 94,185 1,803,620 SH   SOLE   86,420 0 1,717,200
Chubb Limited COM H1467J104 49,822 364,280 SH   SOLE   16,980 0 347,300
Cintas Corporation COM 172908105 74,239 435,216 SH   SOLE   18,716 0 416,500
Cisco Systems, Inc. COM 17275R102 95,902 2,236,015 SH   SOLE   107,215 0 2,128,800
Cohen & Steers, Inc. COM 19247A100 12,257 301,460 SH   SOLE   16,260 0 285,200
Constellation Brands, Inc. CL A 21036P108 13,203 57,930 SH   SOLE   360 0 57,570
Control4 Corporation COM 21240D107 3,119 145,235 SH   SOLE   2,735 0 142,500
Cooper Companies, Inc. (The) COM 216648402 9,515 41,585 SH   SOLE   235 0 41,350
Copart, Inc. COM 217204106 58,892 1,156,340 SH   SOLE   50,340 0 1,106,000
Core-Mark Holding Company, Inc. COM 218681104 3,412 160,490 SH   SOLE   2,990 0 157,500
Crown Holdings, Inc. COM 228368106 979 19,300 SH   SOLE   10,700 0 8,600
CyberArk Software Ltd. SHS M2682V108 5,877 115,195 SH   SOLE   2,195 0 113,000
CyrusOne Inc. COM 23283R100 13,167 257,135 SH   SOLE   11,425 0 245,710
Danaher Corporation COM 235851102 8,876 90,660 SH   SOLE   555 0 90,105
Darden Restaurants, Inc. COM 237194105 7,885 92,500 SH   SOLE   2,800 0 89,700
Deluxe Corporation COM 248019101 5,257 71,040 SH   SOLE   1,040 0 70,000
DENTSPLY SIRONA Inc. COM 24906P109 9,122 181,325 SH   SOLE   1,115 0 180,210
Descartes Systems Group, Inc. COM 249906108 5,526 193,585 SH   SOLE   3,585 0 190,000
Digital Realty Trust, Inc. COM 253868103 5,117 48,563 SH   SOLE   851 0 47,712
Dorchester Minerals, L.P. COM UNIT 25820R105 4,262 264,774 SH   SOLE   0 0 264,774
Dorman Products, Inc. COM 258278100 5,220 78,845 SH   SOLE   1,345 0 77,500
Dr Pepper Snapple Group, Inc. COM 26138E109 13,756 116,205 SH   SOLE   3,375 0 112,830
DST Systems, Inc. COM 233326107 5,540 66,230 SH   SOLE   1,230 0 65,000
East West Bancorp, Inc. COM 27579R104 22,872 365,730 SH   SOLE   15,730 0 350,000
Emerson Electric Co. COM 291011104 6,571 96,210 SH   SOLE   1,210 0 95,000
EnLink Midstream Partners, LP COM UNIT REP LTD 29336U107 3,141 230,000 SH   SOLE   0 0 230,000
Enterprise Products Partners L.P. COM 293792107 46,959 1,918,275 SH   SOLE   90,675 0 1,827,600
Envestnet, Inc. COM 29404K106 5,846 102,030 SH   SOLE   2,030 0 100,000
Equifax Inc. COM 294429105 33,223 282,010 SH   SOLE   12,010 0 270,000
Equinix, Inc. COM PAR $0.001 29444U700 5,613 13,425 SH   SOLE   1,325 0 12,100
Euronet Worldwide, Inc. COM 298736109 4,623 58,580 SH   SOLE   1,080 0 57,500
ExlService Holdings, Inc. COM 302081104 6,891 123,575 SH   SOLE   13,475 0 110,100
Extended Stay America, Inc. UNIT 99/99/9999B 30224P200 9,080 459,320 SH   SOLE   6,065 0 453,255
Facebook, Inc. CL A 30303M102 40,017 250,440 SH   SOLE   10,440 0 240,000
Fastenal Co. COM 311900104 82,060 1,503,210 SH   SOLE   68,445 0 1,434,765
Fidelity National Information Services, Inc. COM 31620M106 20,967 217,730 SH   SOLE   9,120 0 208,610
First Financial Bancorp. COM 320209109 5,946 202,614 SH   SOLE   5,920 0 196,694
First Horizon National Corporation COM 320517105 5,370 285,235 SH   SOLE   15,735 0 269,500
Fiserv, Inc. COM 337738108 15,010 210,498 SH   SOLE   1,540 0 208,958
FleetCor Technologies, Inc. COM 339041105 19,401 95,810 SH   SOLE   600 0 95,210
Fortive Corporation COM 34959J108 68,238 880,275 SH   SOLE   40,525 0 839,750
Fortune Brands Home & Security, Inc. COM 34964C106 12,214 207,420 SH   SOLE   1,260 0 206,160
Gartner, Inc. COM 366651107 41,641 354,035 SH   SOLE   14,035 0 340,000
GCP Applied Technologies Inc. COM 36164Y101 5,254 180,865 SH   SOLE   3,365 0 177,500
Gilead Sciences, Inc. COM 375558103 39,590 525,140 SH   SOLE   27,340 0 497,800
Glacier Bancorp, Inc. COM 37637Q105 5,318 138,575 SH   SOLE   2,575 0 136,000
Global Payments Inc. COM 37940X102 13,904 124,680 SH   SOLE   4,190 0 120,490
Granite Point Mortgage Trust Inc. COM 38741L107 3,882 234,746 SH   SOLE   4,380 0 230,366
Harris Corporation COM 413875105 21,449 132,995 SH   SOLE   2,805 0 130,190
HEICO Corporation COM 422806109 6,783 78,143 SH   SOLE   1,518 0 76,625
Home Depot, Inc. (The) COM 437076102 60,794 341,080 SH   SOLE   15,380 0 325,700
Honeywell International Inc. COM 438516106 30,201 208,995 SH   SOLE   12,895 0 196,100
Hormel Foods Corporation COM 440452100 15,927 464,080 SH   SOLE   26,205 0 437,875
Huntington Bancshares Incorporated COM 446150104 9,206 609,685 SH   SOLE   3,750 0 605,935
IBERIABANK Corporation COM 450828108 5,364 68,780 SH   SOLE   1,280 0 67,500
ICF International, Inc. COM 44925C103 6,008 102,800 SH   SOLE   1,800 0 101,000
ICON plc SHS G4705A100 6,602 55,885 SH   SOLE   985 0 54,900
IDEX Corporation COM 45167R104 10,056 70,570 SH   SOLE   435 0 70,135
IHS Markit Ltd. SHS 451734107 14,731 305,373 SH   SOLE   1,800 0 303,573
Imperva, Inc. COM 45321L100 4,858 112,195 SH   SOLE   2,195 0 110,000
Intel Corporation COM 458140100 85,644 1,644,480 SH   SOLE   75,980 0 1,568,500
Interface, Inc. COM 458665304 5,969 236,875 SH   SOLE   4,375 0 232,500
International Business Machines Corporation COM 459200101 31,134 202,920 SH   SOLE   7,920 0 195,000
IQVIA Holdings Inc. COM 46266C105 11,015 112,277 SH   SOLE   6,676 0 105,601
Jack Henry and Associates, Inc. COM 426281101 5,111 42,265 SH   SOLE   765 0 41,500
Johnson & Johnson COM 478160104 29,453 229,835 SH   SOLE   13,735 0 216,100
K2M Group Holdings, Inc. COM 48273J107 5,233 276,196 SH   SOLE   5,205 0 270,991
KAR Auction Services, Inc. COM 48238T109 16,256 299,935 SH   SOLE   13,935 0 286,000
KeyCorp COM 493267108 17,062 872,770 SH   SOLE   56,970 0 815,800
Knight Transportation, Inc. COM 499064103 7,810 169,755 SH   SOLE   17,855 0 151,900
Kraft Heinz Company (The) COM 500754106 3,796 60,950 SH   SOLE   450 0 60,500
Laboratory Corporation of America Holdings COM NEW 50540R409 52,045 321,765 SH   SOLE   18,765 0 303,000
Lamb Weston Holdings, Inc. COM 513272104 15,115 259,625 SH   SOLE   1,565 0 258,060
La-Z-Boy Incorporated COM 505336107 4,483 149,715 SH   SOLE   3,215 0 146,500
LivaNova PLC SHS G5509L101 16,807 189,910 SH   SOLE   2,255 0 187,655
LKQ Corporation COM 501889208 82,155 2,164,842 SH   SOLE   97,410 0 2,067,432
Marsh & McLennan Companies, Inc. COM 571748102 710 8,600 SH   SOLE   7,000 0 1,600
Marten Transport, Ltd. COM 573075108 6,470 283,802 SH   SOLE   5,536 0 278,266
Mastercard Incorporated CL A 57636Q104 93,926 536,235 SH   SOLE   26,235 0 510,000
Maxim Integrated Products COM 57772K101 4,393 72,960 SH   SOLE   460 0 72,500
McDonald's Corporation COM 580135101 40,986 262,095 SH   SOLE   11,495 0 250,600
Medtronic Public Limited Company SHS G5960L103 46,270 576,790 SH   SOLE   25,490 0 551,300
MercadoLibre, Inc. COM 58733R102 2,494 7,000 SH   SOLE   0 0 7,000
Merck & Co., Inc. COM 58933Y105 8,634 158,512 SH   SOLE   7,625 0 150,887
Microchip Technology Inc. COM 595017104 17,025 186,360 SH   SOLE   9,480 0 176,880
Microsoft Corporation COM 594918104 100,630 1,102,555 SH   SOLE   47,255 0 1,055,300
Middleby Corporation (The) COM 596278101 16,587 133,995 SH   SOLE   4,900 0 129,095
Mohawk Industries, Inc. COM 608190104 50,603 217,910 SH   SOLE   10,660 0 207,250
Mondelez International, Inc. CL A 609207105 31,487 754,560 SH   SOLE   46,460 0 708,100
Morningstar, Inc. COM 617700109 5,891 61,675 SH   SOLE   1,175 0 60,500
Murphy USA Inc. COM 626755102 5,192 71,330 SH   SOLE   1,330 0 70,000
Nielsen Holdings plc COM G6518L108 8,503 267,500 SH   SOLE   18,500 0 249,000
Nomad Foods Ltd. USD ORD SHS G6564A105 4,478 284,525 SH   SOLE   5,525 0 279,000
Nordson Corporation COM 655663102 9,610 70,490 SH   SOLE   410 0 70,080
Northern Trust Corporation COM 665859104 26,002 252,135 SH   SOLE   10,270 0 241,865
NuVasive, Inc. COM 670704105 9,913 189,870 SH   SOLE   2,290 0 187,580
Old Dominion Freight Line, Inc. COM 679580100 9,633 65,550 SH   SOLE   450 0 65,100
Old Republic International Corporation COM 680223104 8,944 416,975 SH   SOLE   1,975 0 415,000
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 5,685 94,290 SH   SOLE   1,790 0 92,500
O'Reilly Automotive, Inc. COM 67103H107 64,218 259,596 SH   SOLE   9,555 0 250,041
Palo Alto Networks, Inc. COM 697435105 13,865 76,385 SH   SOLE   500 0 75,885
Paylocity Holding Corporation COM 70438V106 6,005 117,230 SH   SOLE   2,230 0 115,000
PepsiCo, Inc. COM 713448108 29,653 271,680 SH   SOLE   16,080 0 255,600
Pfizer Inc. COM 717081103 48,501 1,366,615 SH   SOLE   59,115 0 1,307,500
Philip Morris International Inc. COM 718172109 56,881 572,250 SH   SOLE   20,250 0 552,000
Pinnacle Foods Inc. COM 72348P104 18,690 345,475 SH   SOLE   16,685 0 328,790
PNC Financial Services Group, Inc. COM 693475105 13,713 90,675 SH   SOLE   5,075 0 85,600
Polaris Industries Inc. COM 731068102 7,207 62,940 SH   SOLE   365 0 62,575
PolyOne Corporation COM 73179P106 14,751 346,920 SH   SOLE   4,620 0 342,300
Potbelly Corporation COM 73754Y100 3,377 280,290 SH   SOLE   5,290 0 275,000
Power Integrations, Inc. COM 739276103 5,166 75,590 SH   SOLE   1,450 0 74,140
Prestige Brands Holdings, Inc. COM 74112D101 3,692 109,490 SH   SOLE   1,990 0 107,500
PriceSmart, Inc. COM 741511109 13,847 165,736 SH   SOLE   1,685 0 164,051
Proctor & Gamble Company (The) COM 742718109 2,383 30,065 SH   SOLE   65 0 30,000
Q2 Holdings, Inc. COM 74736L109 6,036 132,525 SH   SOLE   2,525 0 130,000
QTS Realty Trust, Inc. COM CL A 74736A103 9,729 268,635 SH   SOLE   15,335 0 253,300
Rapid7, Inc. COM 753422104 2,868 112,200 SH   SOLE   2,200 0 110,000
Raymond James Financial, Inc. COM 754730109 15,325 171,405 SH   SOLE   6,390 0 165,015
Red Hat, Inc. COM 756577102 6,849 45,815 SH   SOLE   265 0 45,550
Regal-Beloit Corporation COM 758750103 4,440 60,540 SH   SOLE   1,040 0 59,500
Regeneron Pharmaceuticals, Inc. COM 75886F107 31,880 92,580 SH   SOLE   4,870 0 87,710
ResMed Inc. COM 761152107 23,452 238,165 SH   SOLE   9,490 0 228,675
Ritchie Bros. Auctioneers Incorporated COM 767744105 5,778 183,630 SH   SOLE   3,630 0 180,000
Robert Half International Inc. COM 770323103 7,876 136,055 SH   SOLE   845 0 135,210
RPM International, Inc. COM 749685103 13,360 280,272 SH   SOLE   18,237 0 262,035
Ryder System, Inc. COM 783549108 10,830 148,785 SH   SOLE   10,985 0 137,800
salesforce.com, inc. COM 79466L302 29,064 249,910 SH   SOLE   9,910 0 240,000
SEI Investments Company COM 784117103 12,454 166,260 SH   SOLE   1,095 0 165,165
Semtech Corporation COM 816850101 2,780 71,200 SH   SOLE   1,200 0 70,000
Sensient Technoligies Corporation COM 81725T100 3,954 56,035 SH   SOLE   1,035 0 55,000
Service Corporation International COM 817565104 15,120 400,650 SH   SOLE   2,400 0 398,250
ServiceNow, Inc. COM 81762P102 36,563 220,995 SH   SOLE   7,940 0 213,055
Six Flags Entertainment Corporation COM 83001A102 6,640 106,665 SH   SOLE   665 0 106,000
Skyworks Solutions, Inc. COM 83088M102 36,731 366,360 SH   SOLE   14,195 0 352,165
Snap-on Incorporated COM 833034101 89,463 606,365 SH   SOLE   25,465 0 580,900
SP Plus Corporation COM 78469C103 4,981 139,916 SH   SOLE   2,720 0 137,196
Starbucks Corporation COM 855244109 48,761 842,305 SH   SOLE   27,095 0 815,210
STERIS plc SHS USD G84720104 6,526 69,910 SH   SOLE   1,110 0 68,800
Sterling Bancorp COM 85917A100 5,250 232,835 SH   SOLE   22,935 0 209,900
SunTrust Banks, Inc. COM 867914103 6,509 95,670 SH   SOLE   590 0 95,080
Syneos Health, Inc. CL A 87166B102 2,934 82,655 SH   SOLE   1,655 0 81,000
Tabula Rasa HealthCare, Inc. COM 873379101 893 23,020 SH   SOLE   520 0 22,500
Teleflex Incorporated COM 879369106 11,481 45,030 SH   SOLE   490 0 44,540
Thermo Fisher Scientific Inc. COM 883556102 112,883 546,759 SH   SOLE   23,195 0 523,564
TJX Companies, Inc. (The) COM 872540109 50,366 617,535 SH   SOLE   32,535 0 585,000
TransUnion COM 89400J107 16,304 287,150 SH   SOLE   1,760 0 285,390
Ulta Beauty, Inc. COM 903845303 44,738 219,015 SH   SOLE   9,370 0 209,645
US Ecology, Inc. COM 91732J102 5,671 106,405 SH   SOLE   1,905 0 104,500
US Foods Holding Corp. COM 912008109 14,785 451,205 SH   SOLE   2,795 0 448,410
Varex Imaging Corporation COM 92214X106 5,926 165,625 SH   SOLE   3,125 0 162,500
Veeva Systems Inc. CL A COM 922475108 5,768 79,000 SH   SOLE   1,500 0 77,500
Verisk Analytics, Inc. COM 92345Y106 16,755 161,115 SH   SOLE   990 0 160,125
Vertex Pharmaceuticals Incorporated COM 92532F100 4,431 27,190 SH   SOLE   160 0 27,030
Visa Inc. COM CL A 92826C839 56,294 470,615 SH   SOLE   20,615 0 450,000
Vocera Communicaitons, Inc. COM 92857F107 5,191 221,650 SH   SOLE   4,150 0 217,500
Vulcan Material Company COM 929160109 8,630 75,590 SH   SOLE   500 0 75,090
W.P. Carey Inc. COM 92936U109 7,324 118,155 SH   SOLE   1,655 0 116,500
Walgreens Boots Alliance, Inc. COM 931427108 51,184 781,795 SH   SOLE   34,095 0 747,700
Webster Financial Corporation COM 947890109 17,099 308,660 SH   SOLE   14,980 0 293,680
Wendy's Company (The) COM 95058W100 14,281 813,770 SH   SOLE   9,315 0 804,455
Werner Enterprises, Inc. COM 950755108 5,199 142,455 SH   SOLE   2,455 0 140,000
Westinghouse Air Brake Technologies Corporation COM 929740108 15,430 189,560 SH   SOLE   1,125 0 188,435
Weyerhaeuser Company COM 962166104 11,408 325,955 SH   SOLE   22,255 0 303,700
Williams Partners L.P. COM UNIT LP 96949L105 3,360 97,611 SH   SOLE   433 0 97,178
Willis Towers Watson Public Limited Company SHS G96629103 10,835 71,199 SH   SOLE   2,250 0 68,949
WNS (Holdings) Limited SPON ADR 92932M101 7,714 170,190 SH   SOLE   2,890 0 167,300
Workday, Inc. CL A 98138H101 38,107 299,800 SH   SOLE   9,710 0 290,090
Worldpay, Inc. - Class A CL A 981558109 14,508 176,415 SH   SOLE   6,625 0 169,790
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 4,554 229,560 SH   SOLE   4,560 0 225,000
Xilinx, Inc. COM 983919101 5,624 77,865 SH   SOLE   365 0 77,500
XPO Logistics, Inc. COM 983793100 4,197 41,225 SH   SOLE   725 0 40,500
Zebra Technologies Corporation CL A 989207105 5,795 41,635 SH   SOLE   735 0 40,900