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 13,468 252,370 SH   SOLE   4,680 0 247,690
Abbott Laboratories COM 002824100 12,431 169,465 SH   SOLE   12,865 0 156,600
Acacia Communications, Inc. COM 00401C108 3,372 81,525 SH   SOLE   1,525 0 80,000
Affiliated Managers Group, Inc. COM 008252108 48,940 357,965 SH   SOLE   3,915 0 354,050
Albemarle Corporation COM 012653101 43,188 432,840 SH   SOLE   2,730 0 430,110
Alexion Pharmaceuticals, Inc. COM 015351109 6,742 48,505 SH   SOLE   965 0 47,540
Alphabet Inc. CAP STK CL A 02079K107 73,052 61,210 SH   SOLE   480 0 60,730
Amazon.com, Inc. COM 023135106 64,686 32,295 SH   SOLE   95 0 32,200
American Vanguard Corporation COM 030371108 1,610 89,450 SH   SOLE   1,850 0 87,600
AMETEK, Inc. COM 031100100 10,293 130,100 SH   SOLE   2,480 0 127,620
Amgen Inc. COM 031162100 30,144 145,420 SH   SOLE   420 0 145,000
Analog Devices, Inc. COM 032654105 6,885 74,475 SH   SOLE   6,575 0 67,900
Aon plc SHS CL A G0408V102 74,486 484,370 SH   SOLE   1,800 0 482,570
Apple, Inc. COM 037833100 114,339 506,510 SH   SOLE   5,710 0 500,800
AptarGroup, Inc. COM 038336103 17,402 161,520 SH   SOLE   7,935 0 153,585
Arthur J. Gallagher & Co. COM 363576109 9,361 125,755 SH   SOLE   5,855 0 119,900
AT&T Inc. COM 00206R102 8,719 259,670 SH   SOLE   7,870 0 251,800
Avery Dennison Corporation COM 053611109 6,832 63,060 SH   SOLE   160 0 62,900
Ball Corporation COM 058498106 43,038 978,362 SH   SOLE   14,960 0 963,402
Beacon Roofing Supply, Inc. COM 073685109 3,412 94,285 SH   SOLE   1,785 0 92,500
Becton, Dickinson and Company COM 075887109 34,168 130,915 SH   SOLE   815 0 130,100
Biogen Inc. COM 09062C103 31,718 89,775 SH   SOLE   275 0 89,500
Bio-Techne Corp. COM 09073M104 7,285 35,695 SH   SOLE   695 0 35,000
BJ's Wholesale Club, Inc. COM 05550J101 7,782 290,620 SH   SOLE   4,575 0 286,045
Black Knight, Inc. CL A 09215C105 6,515 125,410 SH   SOLE   410 0 125,000
BlackLine, Inc. COM 09239B109 7,133 126,315 SH   SOLE   2,315 0 124,000
BMC Stock Holdings, Inc. COM 05591B109 4,669 250,393 SH   SOLE   4,345 0 246,048
Boston Scientific Corporation COM 101137107 36,416 945,890 SH   SOLE   14,890 0 931,000
Bottomline Technologies (de), Inc. COM 101388106 7,819 107,550 SH   SOLE   2,050 0 105,500
Bristol-Myers Squibb Company COM 110122108 2,800 45,110 SH   SOLE   110 0 45,000
Brown & Brown, Inc. COM 115236101 6,624 224,020 SH   SOLE   4,020 0 220,000
Burlington Stores, Inc. COM 122017106 15,206 93,340 SH   SOLE   1,650 0 91,690
CarMax, Inc. COM 143130102 11,235 150,475 SH   SOLE   8,445 0 142,030
Carriage Services, Inc. COM 143905107 3,402 157,905 SH   SOLE   2,905 0 155,000
CBRE Group, Inc. CL A 12504L109 63,956 1,450,270 SH   SOLE   18,915 0 1,431,355
CDK Global, Inc. COM 12508E101 10,843 173,335 SH   SOLE   3,175 0 170,160
CDW Corporation COM 12514G108 13,450 151,270 SH   SOLE   3,380 0 147,890
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 2,288 43,946 SH   SOLE   300 0 43,646
Celgene Corporation COM 151020104 33,935 379,210 SH   SOLE   9,710 0 369,500
Charles Schwab Corporation (The) COM 808513105 78,929 1,605,895 SH   SOLE   18,695 0 1,587,200
Chevron Corporation COM 166764100 9,967 81,510 SH   SOLE   2,010 0 79,500
Chubb Limited COM H1467J104 45,691 341,900 SH   SOLE   4,900 0 337,000
Cintas Corporation COM 172908105 76,030 384,360 SH   SOLE   1,160 0 383,200
Cisco Systems, Inc. COM 17275R102 104,720 2,152,520 SH   SOLE   25,720 0 2,126,800
Clorox Company (The) COM 189054109 34,070 226,515 SH   SOLE   1,515 0 225,000
CMS Energy Corporation COM 125896100 7,122 145,355 SH   SOLE   355 0 145,000
Cohen & Steers, Inc. COM 19247A100 10,801 265,975 SH   SOLE   11,175 0 254,800
Comcast Corporation CL A 20030N101 21,740 613,960 SH   SOLE   3,960 0 610,000
Constellation Brands, Inc. CL A 21036P108 12,505 58,000 SH   SOLE   430 0 57,570
Control4 Corporation COM 21240D107 5,858 170,640 SH   SOLE   3,140 0 167,500
Cooper Companies, Inc. (The) COM 216648402 11,662 42,080 SH   SOLE   730 0 41,350
Copart, Inc. COM 217204106 49,928 968,925 SH   SOLE   2,925 0 966,000
CyberArk Software Ltd. SHS M2682V108 7,760 97,195 SH   SOLE   1,695 0 95,500
CyrusOne Inc. COM 23283R100 15,555 245,350 SH   SOLE   9,490 0 235,860
Darden Restaurants, Inc. COM 237194105 7,268 65,370 SH   SOLE   370 0 65,000
Descartes Systems Group, Inc. COM 249906108 6,561 193,540 SH   SOLE   3,540 0 190,000
Digital Realty Trust, Inc. COM 253868103 5,599 49,778 SH   SOLE   2,066 0 47,712
Diplomat Pharmacy COM 25456K101 5,679 292,590 SH   SOLE   5,090 0 287,500
Dorman Products, Inc. COM 258278100 6,064 78,845 SH   SOLE   1,345 0 77,500
East West Bancorp, Inc. COM 27579R104 21,191 351,035 SH   SOLE   1,035 0 350,000
Emerson Electric Co. COM 291011104 7,540 98,460 SH   SOLE   3,260 0 95,200
EnLink Midstream Partners, LP COM UNIT REP LTD 29336U107 3,262 175,000 SH   SOLE   0 0 175,000
Enterprise Products Partners L.P. COM 293792107 53,310 1,855,580 SH   SOLE   27,980 0 1,827,600
Envestnet, Inc. COM 29404K106 6,152 100,950 SH   SOLE   1,950 0 99,000
Equifax Inc. COM 294429105 24,228 185,560 SH   SOLE   560 0 185,000
Equinix, Inc. COM PAR $0.001 29444U700 5,551 12,825 SH   SOLE   1,425 0 11,400
Euronet Worldwide, Inc. COM 298736109 5,868 58,560 SH   SOLE   1,060 0 57,500
Evolent Health, Inc. CL A 30050B101 1,511 53,230 SH   SOLE   730 0 52,500
ExlService Holdings, Inc. COM 302081104 7,826 118,220 SH   SOLE   8,420 0 109,800
Expedia, Inc. COM 30212P303 10,300 78,940 SH   SOLE   1,355 0 77,585
Extended Stay America, Inc. UNIT 99/99/9999B 30224P200 1,521 75,200 SH   SOLE   200 0 75,000
Facebook, Inc. CL A 30303M102 39,583 240,690 SH   SOLE   690 0 240,000
Fastenal Co. COM 311900104 68,573 1,181,890 SH   SOLE   17,575 0 1,164,315
Fidelity National Information Services, Inc. COM 31620M106 23,940 219,500 SH   SOLE   10,890 0 208,610
First Financial Bancorp. COM 320209109 6,016 202,569 SH   SOLE   5,875 0 196,694
First Horizon National Corporation COM 320517105 5,823 337,370 SH   SOLE   6,870 0 330,500
Fiserv, Inc. COM 337738108 17,532 212,828 SH   SOLE   3,870 0 208,958
FleetCor Technologies, Inc. COM 339041105 19,388 85,095 SH   SOLE   1,425 0 83,670
Fortive Corporation COM 34959J108 69,301 823,055 SH   SOLE   14,025 0 809,030
Fortive Corporation Cvt Pfd Ser A 5% PFD CNV SER A 34959J207 426 400 SH   SOLE   0 0 400
Fortune Brands Home & Security, Inc. COM 34964C106 11,173 213,390 SH   SOLE   4,085 0 209,305
Gartner, Inc. COM 366651107 33,380 210,600 SH   SOLE   600 0 210,000
GCP Applied Technologies Inc. COM 36164Y101 4,800 180,820 SH   SOLE   3,320 0 177,500
General Mills, Inc. COM 370334104 6,586 153,460 SH   SOLE   3,460 0 150,000
Genuine Parts Company COM 372460105 3,631 36,530 SH   SOLE   4,830 0 31,700
Gilead Sciences, Inc. COM 375558103 38,084 493,260 SH   SOLE   9,160 0 484,100
Glacier Bancorp, Inc. COM 37637Q105 5,969 138,530 SH   SOLE   2,530 0 136,000
Global Payments Inc. COM 37940X102 16,246 127,520 SH   SOLE   5,030 0 122,490
Granite Point Mortgage Trust Inc. COM 38741L107 4,910 254,686 SH   SOLE   4,320 0 250,366
Harris Corporation COM 413875105 20,636 121,960 SH   SOLE   3,770 0 118,190
Healthcare Services Group, Inc. COM 421906108 5,964 146,825 SH   SOLE   4,425 0 142,400
HEICO Corporation COM 422806109 7,396 79,863 SH   SOLE   1,457 0 78,406
Home Depot, Inc. (The) COM 437076102 63,145 304,830 SH   SOLE   4,630 0 300,200
Honeywell International Inc. COM 438516106 36,454 219,075 SH   SOLE   2,975 0 216,100
Hormel Foods Corporation COM 440452100 18,304 464,585 SH   SOLE   26,820 0 437,765
Huntington Bancshares Incorporated COM 446150104 9,200 616,675 SH   SOLE   11,100 0 605,575
i3 Verticals, Inc. - Class A COM CL A 46571Y107 6,327 275,355 SH   SOLE   5,355 0 270,000
IBERIABANK Corporation COM 450828108 5,592 68,750 SH   SOLE   1,250 0 67,500
ICF International, Inc. COM 44925C103 7,300 96,760 SH   SOLE   1,760 0 95,000
ICON plc SHS G4705A100 8,449 54,955 SH   SOLE   955 0 54,000
IDEX Corporation COM 45167R104 10,735 71,255 SH   SOLE   1,190 0 70,065
IHS Markit Ltd. SHS 451734107 16,497 305,738 SH   SOLE   2,165 0 303,573
Imperva, Inc. COM 45321L100 11,120 239,410 SH   SOLE   4,330 0 235,080
Intel Corporation COM 458140100 55,093 1,165,010 SH   SOLE   16,010 0 1,149,000
Intercontinental Exchange, Inc. COM 45866F104 29,919 399,515 SH   SOLE   6,615 0 392,900
Interface, Inc. COM 458665304 5,529 236,810 SH   SOLE   4,310 0 232,500
International Business Machines Corporation COM 459200101 29,558 195,480 SH   SOLE   480 0 195,000
IQVIA Holdings Inc. COM 46266C105 13,348 102,886 SH   SOLE   1,872 0 101,014
Jack Henry and Associates, Inc. COM 426281101 3,338 20,855 SH   SOLE   355 0 20,500
Johnson & Johnson COM 478160104 43,022 311,375 SH   SOLE   6,375 0 305,000
JPMorgan Chase & Co. COM 46625H100 8,596 76,185 SH   SOLE   2,085 0 74,100
K2M Group Holdings, Inc. COM 48273J107 7,557 276,111 SH   SOLE   5,120 0 270,991
KAR Auction Services, Inc. COM 48238T109 26,529 444,455 SH   SOLE   13,250 0 431,205
KeyCorp COM 493267108 11,308 568,560 SH   SOLE   20,160 0 548,400
Knight Transportation, Inc. COM 499064103 17,868 518,225 SH   SOLE   24,125 0 494,100
Kraft Heinz Company (The) COM 500754106 6,480 117,585 SH   SOLE   3,585 0 114,000
Laboratory Corporation of America Holdings COM NEW 50540R409 53,645 308,875 SH   SOLE   5,875 0 303,000
Lamb Weston Holdings, Inc. COM 513272104 14,768 221,755 SH   SOLE   3,865 0 217,890
La-Z-Boy Incorporated COM 505336107 4,886 154,630 SH   SOLE   3,130 0 151,500
LivaNova PLC SHS G5509L101 19,009 153,340 SH   SOLE   1,745 0 151,595
LKQ Corporation COM 501889208 68,933 2,176,612 SH   SOLE   27,770 0 2,148,842
Marsh & McLennan Companies, Inc. COM 571748102 670 8,100 SH   SOLE   6,500 0 1,600
Marten Transport, Ltd. COM 573075108 5,971 283,697 SH   SOLE   5,431 0 278,266
Marvell Technology Group Ltd. ORD G5876H105 3,855 199,743 SH   SOLE   3,702 0 196,041
Mastercard Incorporated CL A 57636Q104 84,526 379,705 SH   SOLE   4,705 0 375,000
Maxim Integrated Products COM 57772K101 2,702 47,925 SH   SOLE   425 0 47,500
McDonald's Corporation COM 580135101 42,758 255,595 SH   SOLE   4,195 0 251,400
Medtronic Public Limited Company SHS G5960L103 54,538 554,420 SH   SOLE   8,120 0 546,300
MercadoLibre, Inc. COM 58733R102 2,042 6,000 SH   SOLE   0 0 6,000
Merck & Co., Inc. COM 58933Y105 22,479 316,882 SH   SOLE   995 0 315,887
Mettler-Toledo International Inc. COM 592688105 12,429 20,410 SH   SOLE   350 0 20,060
Microchip Technology Inc. COM 595017104 10,226 129,600 SH   SOLE   4,960 0 124,640
Microsoft Corporation COM 594918104 111,327 973,400 SH   SOLE   11,100 0 962,300
Middleby Corporation (The) COM 596278101 6,076 46,980 SH   SOLE   2,980 0 44,000
Mohawk Industries, Inc. COM 608190104 40,536 231,175 SH   SOLE   5,225 0 225,950
Mondelez International, Inc. CL A 609207105 31,262 727,715 SH   SOLE   19,615 0 708,100
Morningstar, Inc. COM 617700109 7,060 56,080 SH   SOLE   1,080 0 55,000
Murphy USA Inc. COM 626755102 6,093 71,300 SH   SOLE   1,300 0 70,000
Nomad Foods Ltd. USD ORD SHS G6564A105 6,181 305,110 SH   SOLE   5,610 0 299,500
Nordson Corporation COM 655663102 9,917 71,400 SH   SOLE   1,320 0 70,080
Northern Trust Corporation COM 665859104 22,777 223,020 SH   SOLE   10,520 0 212,500
NuVasive, Inc. COM 670704105 19,962 281,240 SH   SOLE   5,285 0 275,955
Old Dominion Freight Line, Inc. COM 679580100 6,569 40,740 SH   SOLE   695 0 40,045
Old Republic International Corporation COM 680223104 7,762 346,835 SH   SOLE   1,835 0 345,000
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 8,230 85,640 SH   SOLE   1,640 0 84,000
O'Reilly Automotive, Inc. COM 67103H107 73,225 210,831 SH   SOLE   810 0 210,021
Palo Alto Networks, Inc. COM 697435105 14,372 63,805 SH   SOLE   750 0 63,055
Paylocity Holding Corporation COM 70438V106 8,019 99,840 SH   SOLE   1,840 0 98,000
PepsiCo, Inc. COM 713448108 32,709 292,575 SH   SOLE   6,675 0 285,900
PerkinElmer, Inc. COM 714046109 13,540 139,205 SH   SOLE   2,265 0 136,940
Pfizer Inc. COM 717081103 55,109 1,250,495 SH   SOLE   20,495 0 1,230,000
Philip Morris International Inc. COM 718172109 43,119 528,815 SH   SOLE   1,815 0 527,000
Pinnacle Foods Inc. COM 72348P104 18,453 284,725 SH   SOLE   13,775 0 270,950
PNC Financial Services Group, Inc. COM 693475105 11,126 81,700 SH   SOLE   5,100 0 76,600
Polaris Industries Inc. COM 731068102 7,723 76,505 SH   SOLE   1,430 0 75,075
PolyOne Corporation COM 73179P106 13,839 316,550 SH   SOLE   4,550 0 312,000
Potbelly Corporation COM 73754Y100 3,956 321,640 SH   SOLE   6,640 0 315,000
Power Integrations, Inc. COM 739276103 4,775 75,560 SH   SOLE   1,420 0 74,140
Prestige Brands Holdings, Inc. COM 74112D101 5,501 145,190 SH   SOLE   2,690 0 142,500
PriceSmart, Inc. COM 741511109 4,782 59,075 SH   SOLE   1,075 0 58,000
Proctor & Gamble Company (The) COM 742718109 5,139 61,745 SH   SOLE   2,745 0 59,000
Q2 Holdings, Inc. COM 74736L109 7,001 115,630 SH   SOLE   2,130 0 113,500
QTS Realty Trust, Inc. COM CL A 74736A103 13,214 309,685 SH   SOLE   13,985 0 295,700
Quest Diagnostics Incorporated COM 74834L100 19,857 184,015 SH   SOLE   7,015 0 177,000
Rapid7, Inc. COM 753422104 6,399 173,335 SH   SOLE   3,335 0 170,000
Raymond James Financial, Inc. COM 754730109 15,768 171,305 SH   SOLE   6,360 0 164,945
Raytheon Company COM 755111507 5,697 27,570 SH   SOLE   70 0 27,500
Red Hat, Inc. COM 756577102 6,381 46,830 SH   SOLE   780 0 46,050
Regal-Beloit Corporation COM 758750103 5,381 65,275 SH   SOLE   1,275 0 64,000
Regeneron Pharmaceuticals, Inc. COM 75886F107 6,862 16,985 SH   SOLE   1,775 0 15,210
ResMed Inc. COM 761152107 19,309 167,410 SH   SOLE   6,570 0 160,840
Ritchie Bros. Auctioneers Incorporated COM 767744105 6,077 168,220 SH   SOLE   3,220 0 165,000
Robert Half International Inc. COM 770323103 5,917 84,080 SH   SOLE   1,485 0 82,595
Rockwell Automation, Inc. COM 773903109 31,980 170,545 SH   SOLE   545 0 170,000
RPM International, Inc. COM 749685103 11,210 172,636 SH   SOLE   10,101 0 162,535
Ryder System, Inc. COM 783549108 7,872 107,745 SH   SOLE   7,445 0 100,300
salesforce.com, inc. COM 79466L302 29,909 188,075 SH   SOLE   575 0 187,500
SEI Investments Company COM 784117103 9,655 158,030 SH   SOLE   2,865 0 155,165
Semtech Corporation COM 816850101 6,158 110,770 SH   SOLE   2,170 0 108,600
Sensient Technoligies Corporation COM 81725T100 6,112 79,890 SH   SOLE   1,390 0 78,500
Service Corporation International COM 817565104 17,918 405,400 SH   SOLE   7,250 0 398,150
ServiceNow, Inc. COM 81762P102 34,083 174,225 SH   SOLE   1,190 0 173,035
Six Flags Entertainment Corporation COM 83001A102 3,408 48,815 SH   SOLE   315 0 48,500
Skyworks Solutions, Inc. COM 83088M102 38,334 422,605 SH   SOLE   2,890 0 419,715
Smith & Nephew plc SPDN ADR NEW 83175M205 16,146 435,345 SH   SOLE   2,555 0 432,790
Snap-on Incorporated COM 833034101 105,606 575,200 SH   SOLE   6,825 0 568,375
SP Plus Corporation COM 78469C103 5,049 138,356 SH   SOLE   2,660 0 135,696
Stanley Black & Decker Inc. COM 854502101 8,248 56,330 SH   SOLE   5,230 0 51,100
Starbucks Corporation COM 855244109 36,205 636,965 SH   SOLE   1,965 0 635,000
STERIS plc SHS USD G84720104 7,492 65,490 SH   SOLE   1,090 0 64,400
Sterling Bancorp COM 85917A100 5,013 227,905 SH   SOLE   18,005 0 209,900
SunTrust Banks, Inc. COM 867914103 6,483 97,080 SH   SOLE   1,990 0 95,090
Syneos Health, Inc. CL A 87166B102 5,828 113,065 SH   SOLE   2,065 0 111,000
Tabula Rasa HealthCare, Inc. COM 873379101 5,905 72,735 SH   SOLE   1,235 0 71,500
Teleflex Incorporated COM 879369106 6,493 24,405 SH   SOLE   385 0 24,020
Thermo Fisher Scientific Inc. COM 883556102 93,692 383,859 SH   SOLE   4,325 0 379,534
TJX Companies, Inc. (The) COM 872540109 62,895 561,470 SH   SOLE   10,970 0 550,500
TransUnion COM 89400J107 17,982 244,390 SH   SOLE   3,645 0 240,745
Ulta Beauty, Inc. COM 903845303 59,851 212,150 SH   SOLE   2,905 0 209,245
US Ecology, Inc. COM 91732J102 7,358 99,780 SH   SOLE   1,810 0 97,970
US Foods Holding Corp. COM 912008109 14,070 456,540 SH   SOLE   8,130 0 448,410
Varex Imaging Corporation COM 92214X106 4,874 170,070 SH   SOLE   3,070 0 167,000
Verisk Analytics, Inc. COM 92345Y106 18,422 152,820 SH   SOLE   2,685 0 150,135
Vertex Pharmaceuticals Incorporated COM 92532F100 6,790 35,230 SH   SOLE   705 0 34,525
Visa Inc. COM CL A 92826C839 67,743 451,350 SH   SOLE   1,350 0 450,000
Vocera Communicaitons, Inc. COM 92857F107 7,821 213,826 SH   SOLE   4,080 0 209,746
Vulcan Material Company COM 929160109 11,322 101,825 SH   SOLE   1,720 0 100,105
W.P. Carey Inc. COM 92936U109 7,598 118,155 SH   SOLE   1,655 0 116,500
Walgreens Boots Alliance, Inc. COM 931427108 54,155 742,870 SH   SOLE   10,170 0 732,700
Walt Disney Company (The) COM DISNEY 254687106 140 1,200 SH   SOLE   1,200 0 0
Webster Financial Corporation COM 947890109 16,662 282,615 SH   SOLE   11,475 0 271,140
WEC Energy Group, Inc. COM 92939U106 8,977 134,475 SH   SOLE   3,575 0 130,900
Wendy's Company (The) COM 95058W100 14,060 820,340 SH   SOLE   15,885 0 804,455
Werner Enterprises, Inc. COM 950755108 5,041 142,615 SH   SOLE   2,615 0 140,000
Westinghouse Air Brake Technologies Corporation COM 929740108 14,155 134,970 SH   SOLE   2,330 0 132,640
Weyerhaeuser Company COM 962166104 6,851 212,310 SH   SOLE   21,110 0 191,200
Williams Companies, Inc. (The) COM 969457100 3,965 145,829 SH   SOLE   646 0 145,183
Willis Towers Watson Public Limited Company SHS G96629103 11,829 83,934 SH   SOLE   2,470 0 81,464
WNS (Holdings) Limited SPON ADR 92932M101 7,406 145,950 SH   SOLE   2,550 0 143,400
Workday, Inc. CL A 98138H101 38,643 264,720 SH   SOLE   1,655 0 263,065
Worldpay, Inc. - Class A CL A 981558109 17,028 168,145 SH   SOLE   2,985 0 165,160
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 6,659 229,490 SH   SOLE   4,490 0 225,000
Wyndham Hotels & Resorts, Inc. COM 98311A105 11,457 206,180 SH   SOLE   3,470 0 202,710
Xilinx, Inc. COM 983919101 18,715 233,445 SH   SOLE   3,410 0 230,035
Zebra Technologies Corporation CL A 989207105 3,953 22,360 SH   SOLE   360 0 22,000