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
Artisan Partners COM 04316A108 28,315 876,080 SH   SOLE   857,530 0 18,550
Bottomline Tech COM 101388106 43,625 813,895 SH   SOLE   793,645 0 20,250
BrightView COM 10948C107 27,514 1,630,962 SH   SOLE   1,591,287 0 39,675
Callaway Golf COM 131193104 22,741 1,072,672 SH   SOLE   1,042,797 0 29,875
Catalent COM 148806102 42,764 759,566 SH   SOLE   739,741 0 19,825
Cinemark COM 17243v102 27,121 801,215 SH   SOLE   779,615 0 21,600
Cisco COM 17275r102 15,191 316,751 SH   SOLE   314,851 0 1,900
Compass Minerals COM 20451n101 41,138 674,837 SH   SOLE   659,687 0 15,150
Cornerstone OnDemand COM 21925Y103 24,857 424,551 SH   SOLE   412,701 0 11,850
Douglas Dynamics COM 25960R105 48,309 878,343 SH   SOLE   855,793 0 22,550
EPAM Systems COM 29414b104 33,905 159,808 SH   SOLE   155,433 0 4,375
ExlService COM 302081104 32,655 470,121 SH   SOLE   457,796 0 12,325
Gentex COM 371901109 35,215 1,215,157 SH   SOLE   1,182,032 0 33,125
Hillenbrand COM 431571108 31,849 956,141 SH   SOLE   932,341 0 23,800
Inovalon COM 45781D101 27,730 1,473,422 SH   SOLE   1,436,597 0 36,825
Intel COM 458140100 14,305 239,015 SH   SOLE   236,115 0 2,900
Johnson & Johnson COM 478160104 12,155 83,330 SH   SOLE   82,330 0 1,000
Knowles COM 49926D109 37,865 1,790,327 SH   SOLE   1,745,777 0 44,550
LogMeIn COM 54142L109 38,363 447,429 SH   SOLE   437,154 0 10,275
Medpace COM 58506Q109 19,966 237,525 SH   SOLE   231,900 0 5,625
Michaels COM 59408Q106 17,562 2,170,853 SH   SOLE   2,119,853 0 51,000
Microsoft COM 594918104 19,168 121,550 SH   SOLE   120,750 0 800
Mistras COM 60649t107 27,161 1,903,332 SH   SOLE   1,854,332 0 49,000
Mobile Mini COM 60740f105 30,388 801,586 SH   SOLE   781,286 0 20,300
O-I Glass COM 67098H104 16,768 1,405,510 SH   SOLE   1,375,060 0 30,450
Oracle COM 68389x105 9,785 184,694 SH   SOLE   184,694 0 0
Pepsico COM 713448108 8,525 62,380 SH   SOLE   61,680 0 700
Philip Morris COM 718172109 8,489 99,767 SH   SOLE   99,217 0 550
PlayAGS COM 72814N104 16,540 1,363,555 SH   SOLE   1,332,455 0 31,100
Quotient Technology COM 749119103 27,642 2,803,488 SH   SOLE   2,738,013 0 65,475
ServiceMaster COM 81761R109 7,337 189,785 SH   SOLE   187,685 0 2,100
Shutterstock COM 825690100 40,338 940,712 SH   SOLE   916,987 0 23,725
SP Plus COM 78469c103 37,729 889,211 SH   SOLE   865,636 0 23,575
Stericycle COM 858912108 27,225 426,663 SH   SOLE   416,363 0 10,300
Thermo Fisher Scientific COM 883556102 9,845 30,306 SH   SOLE   29,806 0 500
Verint Systems COM 92343x100 29,229 527,974 SH   SOLE   514,599 0 13,375
Verizon COM 92343v104 8,942 145,632 SH   SOLE   144,332 0 1,300
Zimmer Biomet COM 98956P102 4,958 33,125 SH   SOLE   32,845 0 280
iShares LQD ETF 464287242 251 1,960 SH   SOLE   1,960 0 0
Vanguard BND ETF 921937835 2,906 34,650 SH   SOLE   34,650 0 0
Vanguard VEU ETF 922042775 1,836 34,150 SH   SOLE   34,150 0 0
Vanguard VOO ETF 922908363 562 1,900 SH   SOLE   1,900 0 0