The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
3M CO | COM | 88579Y101 | 359 | 1,884 | SH | SOLE | 223 | 0 | 1,661 | ||
ABBOTT LABS | COM | 002824100 | 811 | 11,216 | SH | SOLE | 590 | 0 | 10,626 | ||
ABBVIE INC | COM | 00287Y109 | 597 | 6,478 | SH | SOLE | 453 | 0 | 6,025 | ||
ABIOMED INC | COM | 003654100 | 403,422 | 1,241,145 | SH | SOLE | 802,914 | 0 | 438,231 | ||
ACI WORLDWIDE INC | COM | 004498101 | 163,537 | 5,910,257 | SH | SOLE | 1,623,437 | 0 | 4,286,820 | ||
ADOBE INC | COM | 00724F101 | 899 | 3,975 | SH | SOLE | 2,930 | 0 | 1,045 | ||
ALARM COM HLDGS INC | COM | 011642105 | 144,139 | 2,778,858 | SH | SOLE | 1,714,522 | 0 | 1,064,336 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 776 | 3,706 | SH | SOLE | 3,592 | 0 | 114 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,553 | 3,400 | SH | SOLE | 2,641 | 0 | 759 | ||
ALTERYX INC | COM CL A | 02156B103 | 119,293 | 2,005,928 | SH | SOLE | 1,206,213 | 0 | 799,715 | ||
AMAZON COM INC | COM | 023135106 | 2,248 | 1,497 | SH | SOLE | 1,428 | 0 | 69 | ||
AMERICAN SOFTWARE INC | CL A | 029683109 | 43,063 | 4,120,901 | SH | SOLE | 2,396,367 | 0 | 1,724,534 | ||
ANSYS INC | COM | 03662Q105 | 284,608 | 1,991,104 | SH | SOLE | 1,204,490 | 0 | 786,614 | ||
APPLE INC | COM | 037833100 | 4,097 | 25,975 | SH | SOLE | 18,229 | 0 | 7,746 | ||
AUTODESK INC | COM | 052769106 | 851 | 6,618 | SH | SOLE | 6,618 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 690 | 5,264 | SH | SOLE | 449 | 0 | 4,815 | ||
AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 05337M104 | 2,827 | 1,095,877 | SH | SOLE | 759,140 | 0 | 336,737 | ||
BALCHEM CORP | COM | 057665200 | 302,667 | 3,863,010 | SH | SOLE | 2,543,268 | 0 | 1,319,742 | ||
BIO TECHNE CORP | COM | 09073M104 | 246,375 | 1,702,424 | SH | SOLE | 1,055,357 | 0 | 647,067 | ||
BLACKBAUD INC | COM | 09227Q100 | 287,671 | 4,573,463 | SH | SOLE | 2,836,259 | 0 | 1,737,204 | ||
BOOKING HLDGS INC | COM | 09857L108 | 296 | 172 | SH | SOLE | 168 | 0 | 4 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 685 | 6,149 | SH | SOLE | 6,149 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 1,971 | 20,478 | SH | SOLE | 20,163 | 0 | 315 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 268,055 | 3,600,471 | SH | SOLE | 2,203,957 | 0 | 1,396,514 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 102,831 | 3,609,369 | SH | SOLE | 2,337,637 | 0 | 1,271,732 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 36,786 | 746,162 | SH | SOLE | 404,866 | 0 | 341,296 | ||
CELGENE CORP | COM | 151020104 | 1,180 | 18,409 | SH | SOLE | 11,302 | 0 | 7,107 | ||
CERNER CORP | COM | 156782104 | 1,698 | 32,371 | SH | SOLE | 32,371 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 34,621 | 337,268 | SH | SOLE | 183,175 | 0 | 154,093 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 627 | 1,452 | SH | SOLE | 1,452 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 361 | 8,342 | SH | SOLE | 1,405 | 0 | 6,937 | ||
COGNEX CORP | COM | 192422103 | 379,901 | 9,824,183 | SH | SOLE | 6,418,642 | 0 | 3,405,541 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 15,420 | 207,986 | SH | SOLE | 207,986 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 224 | 2,168 | SH | SOLE | 880 | 0 | 1,288 | ||
DEXCOM INC | COM | 252131107 | 302 | 2,517 | SH | SOLE | 2,517 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 254 | 8,147 | SH | SOLE | 1,332 | 0 | 6,815 | ||
DMC GLOBAL INC | COM | 23291C103 | 77,973 | 2,220,179 | SH | SOLE | 1,168,639 | 0 | 1,051,540 | ||
ECOLAB INC | COM | 278865100 | 1,740 | 11,807 | SH | SOLE | 7,395 | 0 | 4,412 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,417 | 9,252 | SH | SOLE | 8,822 | 0 | 430 | ||
ELLIE MAE INC | COM | 28849P100 | 282,724 | 4,499,826 | SH | SOLE | 2,961,370 | 0 | 1,538,456 | ||
ENDOLOGIX INC | COM | 29266S106 | 6,428 | 8,977,308 | SH | SOLE | 5,677,555 | 0 | 3,299,753 | ||
ENVESTNET INC | COM | 29404K106 | 399 | 8,121 | SH | SOLE | 8,121 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 635 | 6,820 | SH | SOLE | 6,820 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,315 | 11,672 | SH | SOLE | 10,415 | 0 | 1,257 | ||
FACEBOOK INC | CL A | 30303M102 | 2,668 | 20,356 | SH | SOLE | 15,133 | 0 | 5,223 | ||
FASTENAL CO | COM | 311900104 | 1,646 | 31,477 | SH | SOLE | 28,048 | 0 | 3,429 | ||
FISERV INC | COM | 337738108 | 723 | 9,839 | SH | SOLE | 9,045 | 0 | 794 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 709 | 3,820 | SH | SOLE | 3,820 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 175 | 23,129 | SH | SOLE | 22,186 | 0 | 943 | ||
GLAUKOS CORP | COM | 377322102 | 129,992 | 2,314,255 | SH | SOLE | 1,458,588 | 0 | 855,667 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 263,704 | 3,286,845 | SH | SOLE | 1,982,861 | 0 | 1,303,984 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 8,225 | 84,453 | SH | SOLE | 84,453 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 2,484 | 14,457 | SH | SOLE | 8,606 | 0 | 5,851 | ||
ICON PLC | SHS | G4705A100 | 45,775 | 354,267 | SH | SOLE | 192,125 | 0 | 162,142 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 488 | 3,849 | SH | SOLE | 280 | 0 | 3,569 | ||
INCYTE CORP | COM | 45337C102 | 24,150 | 379,778 | SH | SOLE | 278,135 | 0 | 101,643 | ||
INOGEN INC | COM | 45780L104 | 265,258 | 2,136,245 | SH | SOLE | 1,347,948 | 0 | 788,297 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 225 | 1,978 | SH | SOLE | 217 | 0 | 1,761 | ||
INVESCO LTD | SHS | G491BT108 | 7,230 | 431,875 | SH | SOLE | 227,624 | 0 | 204,251 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 678 | 5,988 | SH | SOLE | 5,973 | 0 | 15 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 74,771 | 1,076,150 | SH | SOLE | 765,865 | 0 | 310,285 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 104,940 | 10,129,331 | SH | SOLE | 6,449,894 | 0 | 3,679,437 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 567 | 6,090 | SH | SOLE | 6,065 | 0 | 25 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 582 | 5,964 | SH | SOLE | 4,409 | 0 | 1,555 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 445 | 3,515 | SH | SOLE | 3,515 | 0 | 0 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 810 | 6,531 | SH | SOLE | 6,411 | 0 | 120 | ||
JOHNSON & JOHNSON | COM | 478160104 | 314 | 2,437 | SH | SOLE | 174 | 0 | 2,263 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 12,752 | 430,070 | SH | SOLE | 232,722 | 0 | 197,348 | ||
LKQ CORP | COM | 501889208 | 791 | 33,339 | SH | SOLE | 33,064 | 0 | 275 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 351,018 | 8,284,578 | SH | SOLE | 5,427,369 | 0 | 2,857,209 | ||
MASIMO CORP | COM | 574795100 | 11,455 | 106,691 | SH | SOLE | 106,496 | 0 | 195 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,462 | 13,048 | SH | SOLE | 10,578 | 0 | 2,470 | ||
MAXIMUS INC | COM | 577933104 | 332 | 5,094 | SH | SOLE | 5,094 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 762 | 4,290 | SH | SOLE | 1,715 | 0 | 2,575 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 276,602 | 4,102,664 | SH | SOLE | 2,690,743 | 0 | 1,411,921 | ||
MERCADOLIBRE INC | COM | 58733R102 | 11,932 | 40,743 | SH | SOLE | 40,743 | 0 | 0 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 63,497 | 3,657,665 | SH | SOLE | 2,753,063 | 0 | 904,602 | ||
MICROSOFT CORP | COM | 594918104 | 3,202 | 31,523 | SH | SOLE | 22,045 | 0 | 9,478 | ||
MORGAN STANLEY | COM NEW | 617446448 | 287 | 7,242 | SH | SOLE | 5,833 | 0 | 1,409 | ||
NEOGEN CORP | COM | 640491106 | 365,236 | 6,407,651 | SH | SOLE | 3,868,165 | 0 | 2,539,486 | ||
NETSCOUT SYS INC | COM | 64115T104 | 116,506 | 4,930,426 | SH | SOLE | 3,114,795 | 0 | 1,815,631 | ||
NEXTGEN HEALTHCARE INC | COM | 65343C102 | 142,616 | 9,413,589 | SH | SOLE | 5,519,703 | 0 | 3,893,886 | ||
NIC INC | COM | 62914B100 | 62,942 | 5,043,418 | SH | SOLE | 3,733,033 | 0 | 1,310,385 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 1,356 | 31,990 | SH | SOLE | 23,424 | 0 | 8,566 | ||
ORACLE CORP | COM | 68389X105 | 444 | 9,842 | SH | SOLE | 2,542 | 0 | 7,300 | ||
ORBOTECH LTD | ORD | M75253100 | 8,225 | 145,481 | SH | SOLE | 145,481 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 2,077 | 6,032 | SH | SOLE | 5,592 | 0 | 440 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 429,944 | 3,511,183 | SH | SOLE | 2,088,348 | 0 | 1,422,835 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 175,228 | 5,580,504 | SH | SOLE | 3,082,517 | 0 | 2,497,987 | ||
PROTO LABS INC | COM | 743713109 | 418,745 | 3,712,611 | SH | SOLE | 2,378,532 | 0 | 1,334,079 | ||
Q2 HLDGS INC | COM | 74736L109 | 130,789 | 2,639,528 | SH | SOLE | 1,445,156 | 0 | 1,194,372 | ||
QIAGEN NV | SHS NEW | N72482123 | 32,610 | 946,580 | SH | SOLE | 514,169 | 0 | 432,411 | ||
QUANTA SVCS INC | COM | 74762E102 | 539 | 17,912 | SH | SOLE | 16,886 | 0 | 1,026 | ||
QUIDEL CORP | COM | 74838J101 | 270,474 | 5,540,224 | SH | SOLE | 3,393,990 | 0 | 2,146,234 | ||
REALPAGE INC | COM | 75606N109 | 1,041 | 21,594 | SH | SOLE | 21,569 | 0 | 25 | ||
RED HAT INC | COM | 756577102 | 1,009 | 5,746 | SH | SOLE | 5,746 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 778 | 5,677 | SH | SOLE | 5,435 | 0 | 242 | ||
SASOL LTD | SPONSORED ADR | 803866300 | 16,510 | 563,690 | SH | SOLE | 304,085 | 0 | 259,605 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,569 | 37,768 | SH | SOLE | 34,828 | 0 | 2,940 | ||
SHOPIFY INC | CL A | 82509L107 | 479 | 3,460 | SH | SOLE | 3,460 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 893 | 16,152 | SH | SOLE | 16,152 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 1,061 | 16,473 | SH | SOLE | 14,218 | 0 | 2,255 | ||
SUN HYDRAULICS CORP | COM | 866942105 | 190,914 | 5,752,164 | SH | SOLE | 3,568,060 | 0 | 2,184,104 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 3,225 | 34,928 | SH | SOLE | 22,496 | 0 | 12,432 | ||
TARGET CORP | COM | 87612E106 | 268 | 4,054 | SH | SOLE | 1,006 | 0 | 3,048 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 7,685 | 498,348 | SH | SOLE | 270,459 | 0 | 227,889 | ||
TJX COS INC NEW | COM | 872540109 | 363 | 8,114 | SH | SOLE | 3,320 | 0 | 4,794 | ||
TOLL BROTHERS INC | COM | 889478103 | 272 | 8,254 | SH | SOLE | 5,490 | 0 | 2,764 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 2,820 | 33,798 | SH | SOLE | 21,963 | 0 | 11,835 | ||
TRIMBLE INC | COM | 896239100 | 230 | 6,999 | SH | SOLE | 6,999 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 388,503 | 2,090,749 | SH | SOLE | 1,269,816 | 0 | 820,933 | ||
ULTA BEAUTY INC | COM | 90384S303 | 1,084 | 4,427 | SH | SOLE | 4,427 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 1,528 | 6,241 | SH | SOLE | 6,231 | 0 | 10 | ||
UNDER ARMOUR INC | CL A | 904311107 | 204 | 11,557 | SH | SOLE | 10,831 | 0 | 726 | ||
UNION PAC CORP | COM | 907818108 | 512 | 3,702 | SH | SOLE | 2,766 | 0 | 936 | ||
VEEVA SYS INC | CL A COM | 922475108 | 412,976 | 4,623,556 | SH | SOLE | 2,666,875 | 0 | 1,956,681 | ||
VISA INC | COM CL A | 92826C839 | 774 | 5,866 | SH | SOLE | 5,741 | 0 | 125 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 213,570 | 5,427,450 | SH | SOLE | 3,203,678 | 0 | 2,223,772 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 647 | 9,347 | SH | SOLE | 397 | 0 | 8,950 | ||
GRAINGER W W INC | COM | 384802104 | 706 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
YORK WTR CO | COM | 987184108 | 361 | 11,250 | SH | SOLE | 0 | 0 | 11,250 | ||
ZOETIS INC | CL A | 98978V103 | 697 | 8,154 | SH | SOLE | 8,154 | 0 | 0 |