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 14,488 383,185 SH   SOLE   7,485 0 375,700
Abbott Laboratories COM 002824100 8,743 110,800 SH   SOLE   3,900 0 106,900
Adobe Inc. COM 00724F101 31,934 100,345 SH   SOLE   345 0 100,000
Alcon, Inc. ORD SHS H01301128 31,079 611,545 SH   SOLE   4,945 0 606,600
Alphabet Inc. CAP STK CL A 02079K107 83,467 71,780 SH   SOLE   420 0 71,360
Amazon.com, Inc. COM 023135106 62,606 32,110 SH   SOLE   110 0 32,000
AMETEK, Inc. COM 031100100 9,320 129,415 SH   SOLE   1,845 0 127,570
Amgen Inc. COM 031162100 29,496 145,495 SH   SOLE   495 0 145,000
Analog Devices, Inc. COM 032654105 7,190 80,200 SH   SOLE   2,800 0 77,400
Aon plc SHS CL A G0408V102 78,653 476,570 SH   SOLE   1,530 0 475,040
Apple, Inc. COM 037833100 93,969 369,535 SH   SOLE   1,850 0 367,685
AptarGroup, Inc. COM 038336103 15,619 156,910 SH   SOLE   3,360 0 153,550
Arthur J. Gallagher & Co. COM 363576109 6,643 81,500 SH   SOLE   1,300 0 80,200
AT&T Inc. COM 00206R102 3,717 127,500 SH   SOLE   5,700 0 121,800
Avery Dennison Corporation COM 053611109 5,318 52,200 SH   SOLE   1,100 0 51,100
Ball Corporation COM 058498106 51,312 793,572 SH   SOLE   2,570 0 791,002
Beacon Roofing Supply, Inc. COM 073685109 3,230 195,270 SH   SOLE   3,160 0 192,110
Becton, Dickinson and Company COM 075887109 32,847 142,955 SH   SOLE   1,355 0 141,600
Bio-Techne Corp. COM 09073M104 6,649 35,065 SH   SOLE   565 0 34,500
BJ's Wholesale Club, Inc. COM 05550J101 13,426 527,135 SH   SOLE   6,565 0 520,570
BlackLine, Inc. COM 09239B109 7,279 138,350 SH   SOLE   2,350 0 136,000
BMC Stock Holdings, Inc. COM 05591B109 5,048 284,690 SH   SOLE   4,480 0 280,210
Boston Scientific Corporation COM 101137107 31,588 968,080 SH   SOLE   7,080 0 961,000
Bristol-Myers Squibb Company COM 110122108 15,097 270,850 SH   SOLE   850 0 270,000
Broadridge Financial Solutions, Inc. COM 11133T103 11,292 119,080 SH   SOLE   1,515 0 117,565
Brown & Brown, Inc. COM 115236101 6,260 172,835 SH   SOLE   2,835 0 170,000
Burlington Stores, Inc. COM 122017106 10,699 67,520 SH   SOLE   815 0 66,705
CarMax, Inc. COM 143130102 8,821 163,865 SH   SOLE   2,580 0 161,285
Carriage Services, Inc. COM 143905107 3,778 233,910 SH   SOLE   3,910 0 230,000
CBRE Group, Inc. CL A 12504L109 54,305 1,440,060 SH   SOLE   9,305 0 1,430,755
CDW Corporation COM 12514G108 9,135 97,940 SH   SOLE   1,390 0 96,550
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 159 8,646 SH   SOLE   0 0 8,646
Charles Schwab Corporation (The) COM 808513105 38,530 1,146,045 SH   SOLE   10,045 0 1,136,000
Chevron Corporation COM 166764100 6,072 83,800 SH   SOLE   1,800 0 82,000
Chipotle Mexican Grill, Inc. COM 169656105 3,985 6,090 SH   SOLE   90 0 6,000
Chubb Limited COM H1467J104 36,881 330,205 SH   SOLE   1,705 0 328,500
Cintas Corporation COM 172908105 43,880 253,320 SH   SOLE   820 0 252,500
Cisco Systems, Inc. COM 17275R102 52,240 1,328,935 SH   SOLE   10,535 0 1,318,400
CMS Energy Corporation COM 125896100 2,585 44,000 SH   SOLE   0 0 44,000
Coca-Cola Company (The) COM 191216100 33,288 752,260 SH   SOLE   5,560 0 746,700
Cohen & Steers, Inc. COM 19247A100 5,714 125,710 SH   SOLE   3,310 0 122,400
Comcast Corporation CL A 20030N101 22,524 655,135 SH   SOLE   5,135 0 650,000
Community Healthcare Trust Incorporated COM 20369C106 6,032 157,568 SH   SOLE   2,635 0 154,933
Conagra Brands, Inc. COM 205887102 13,282 452,691 SH   SOLE   13,265 0 439,426
ConocoPhillips COM 20825C104 2,861 92,900 SH   SOLE   2,400 0 90,500
Constellation Brands, Inc. CL A 21036P108 9,161 63,900 SH   SOLE   400 0 63,500
Cooper Companies, Inc. (The) COM 216648402 11,597 42,070 SH   SOLE   600 0 41,470
Copart, Inc. COM 217204106 34,774 507,495 SH   SOLE   1,495 0 506,000
Costco Wholesale Corporation COM 22160K105 28,600 100,305 SH   SOLE   305 0 100,000
CVS Health Corporation COM 126650100 3,435 57,900 SH   SOLE   2,700 0 55,200
CyberArk Software Ltd. SHS M2682V108 13,539 158,235 SH   SOLE   1,675 0 156,560
CyrusOne Inc. COM 23283R100 11,516 186,499 SH   SOLE   4,570 0 181,929
Descartes Systems Group, Inc. COM 249906108 6,602 191,965 SH   SOLE   2,965 0 189,000
Digital Realty Trust, Inc. COM 253868103 5,770 41,539 SH   SOLE   1,327 0 40,212
Dominion Energy, Inc. COM 25746U109 4,266 59,100 SH   SOLE   2,600 0 56,500
Domino's Pizza, Inc. COM 25754A201 12,830 39,590 SH   SOLE   495 0 39,095
Dorman Products, Inc. COM 258278100 4,606 83,335 SH   SOLE   1,335 0 82,000
Eli Lilly and Company COM 532457108 38,769 279,480 SH   SOLE   2,580 0 276,900
Emerson Electric Co. COM 291011104 5,446 114,300 SH   SOLE   4,400 0 109,900
Enterprise Products Partners L.P. COM 293792107 26,289 1,838,380 SH   SOLE   12,980 0 1,825,400
Equinix, Inc. COM PAR $0.001 29444U700 6,246 10,000 SH   SOLE   300 0 9,700
Euronet Worldwide, Inc. COM 298736109 12,933 150,880 SH   SOLE   2,230 0 148,650
EVERTEC, Inc. COM 30040P103 4,332 190,605 SH   SOLE   3,105 0 187,500
EVO Payments, Inc. - Class A CL A COM 26927E104 9,401 614,469 SH   SOLE   9,225 0 605,244
ExlService Holdings, Inc. COM 302081104 5,416 104,095 SH   SOLE   2,095 0 102,000
Exponent, Inc. COM 30214U102 7,310 101,660 SH   SOLE   1,660 0 100,000
Facebook, Inc. CL A 30303M102 35,924 215,370 SH   SOLE   370 0 215,000
Fastenal Co. COM 311900104 44,294 1,417,395 SH   SOLE   8,815 0 1,408,580
Fidelity National Information Services, Inc. COM 31620M106 462 3,800 SH   SOLE   1,700 0 2,100
First Horizon National Corporation COM 320517105 2,941 364,900 SH   SOLE   8,400 0 356,500
Fiserv, Inc. COM 337738108 30,756 323,780 SH   SOLE   2,280 0 321,500
FleetCor Technologies, Inc. COM 339041105 10,071 53,990 SH   SOLE   660 0 53,330
Fortive Corporation COM 34959J108 46,250 838,020 SH   SOLE   6,825 0 831,195
Fortune Brands Home & Security, Inc. COM 34964C106 9,594 221,830 SH   SOLE   4,715 0 217,115
Gartner, Inc. COM 366651107 27,809 279,295 SH   SOLE   1,760 0 277,535
GCP Applied Technologies Inc. COM 36164Y101 4,224 237,295 SH   SOLE   3,795 0 233,500
General Mills, Inc. COM 370334104 6,850 129,800 SH   SOLE   4,800 0 125,000
Genuine Parts Company COM 372460105 4,902 72,800 SH   SOLE   3,700 0 69,100
Gilead Sciences, Inc. COM 375558103 30,961 414,140 SH   SOLE   3,640 0 410,500
Glacier Bancorp, Inc. COM 37637Q105 4,751 139,725 SH   SOLE   2,225 0 137,500
Global Payments Inc. COM 37940X102 57,348 397,616 SH   SOLE   2,904 0 394,712
Goosehead Insurance, Inc. COM CL A 38267D109 545 12,210 SH   SOLE   210 0 12,000
Guidewire Software, Inc. COM 40171V100 5,113 64,470 SH   SOLE   935 0 63,535
Healthcare Services Group, Inc. COM 421906108 9,676 404,700 SH   SOLE   4,200 0 400,500
Home Depot, Inc. (The) COM 437076102 56,456 302,375 SH   SOLE   2,075 0 300,300
Honeywell International Inc. COM 438516106 28,911 216,090 SH   SOLE   990 0 215,100
i3 Verticals, Inc. - Class A COM CL A 46571Y107 5,922 310,190 SH   SOLE   5,190 0 305,000
IAA, Inc. COM 449253103 12,096 403,740 SH   SOLE   7,340 0 396,400
ICF International, Inc. COM 44925C103 6,145 89,450 SH   SOLE   1,450 0 88,000
ICON plc SHS G4705A100 7,126 52,400 SH   SOLE   830 0 51,570
IDEX Corporation COM 45167R104 9,826 71,145 SH   SOLE   1,105 0 70,040
IHS Markit Ltd. SHS 451734107 17,100 285,003 SH   SOLE   1,705 0 283,298
Illinois Tool Works Inc. COM 452308109 6,239 43,900 SH   SOLE   1,800 0 42,100
Intel Corporation COM 458140100 2,721 50,285 SH   SOLE   285 0 50,000
Intercontinental Exchange, Inc. COM 45866F104 31,195 386,320 SH   SOLE   1,320 0 385,000
Interface, Inc. COM 458665304 2,728 360,825 SH   SOLE   5,825 0 355,000
International Business Machines Corporation COM 459200101 4,737 42,700 SH   SOLE   200 0 42,500
IQVIA Holdings Inc. COM 46266C105 11,054 102,486 SH   SOLE   1,507 0 100,979
iShares iBoxx $ High Yield Corp Bond ETF IBOXX HI YD ETF 464288513 771 10,000 SH   SOLE   0 0 10,000
Johnson & Johnson COM 478160104 47,063 358,905 SH   SOLE   3,205 0 355,700
JPMorgan Chase & Co. COM 46625H100 30,126 334,625 SH   SOLE   3,425 0 331,200
KAR Auction Services, Inc. COM 48238T109 3,445 287,110 SH   SOLE   8,210 0 278,900
Knight Transportation, Inc. COM 499064103 18,831 574,130 SH   SOLE   10,115 0 564,015
L3Harris Technologies, Inc. COM 502431109 12,522 69,520 SH   SOLE   880 0 68,640
Laboratory Corporation of America Holdings COM NEW 50540R409 38,659 305,870 SH   SOLE   2,170 0 303,700
Lamb Weston Holdings, Inc. COM 513272104 9,103 159,420 SH   SOLE   1,935 0 157,485
Lattice Semiconductor Corporation COM 518415104 6,890 386,635 SH   SOLE   6,635 0 380,000
La-Z-Boy Incorporated COM 505336107 3,437 167,250 SH   SOLE   2,750 0 164,500
Lennox International Inc. COM 526107107 7,180 39,495 SH   SOLE   480 0 39,015
LivaNova PLC SHS G5509L101 11,316 250,080 SH   SOLE   2,485 0 247,595
LKQ Corporation COM 501889208 23,684 1,154,767 SH   SOLE   8,205 0 1,146,562
Marsh & McLennan Companies, Inc. COM 571748102 121 1,400 SH   SOLE   1,200 0 200
Marten Transport, Ltd. COM 573075108 6,127 298,592 SH   SOLE   4,826 0 293,766
Mastercard Incorporated CL A 57636Q104 43,756 181,140 SH   SOLE   1,140 0 180,000
Maxim Integrated Products, Inc. COM 57772K101 6,601 135,805 SH   SOLE   1,605 0 134,200
McDonald's Corporation COM 580135101 31,256 189,030 SH   SOLE   1,630 0 187,400
Medtronic Public Limited Company SHS G5960L103 48,153 533,965 SH   SOLE   3,365 0 530,600
Merck & Co., Inc. COM 58933Y105 33,804 439,352 SH   SOLE   3,065 0 436,287
Mettler-Toledo International Inc. COM 592688105 10,806 15,650 SH   SOLE   225 0 15,425
Microchip Technology Inc. COM 595017104 12,041 177,590 SH   SOLE   2,875 0 174,715
Microsoft Corporation COM 594918104 140,876 893,260 SH   SOLE   4,660 0 888,600
Middleby Corporation (The) COM 596278101 301 5,300 SH   SOLE   300 0 5,000
Mimecast Limted ORD SHS G14838109 268 7,600 SH   SOLE   100 0 7,500
Mondelez International, Inc. CL A 609207105 35,770 714,260 SH   SOLE   7,460 0 706,800
Morningstar, Inc. COM 617700109 6,179 53,150 SH   SOLE   850 0 52,300
Murphy USA Inc. COM 626755102 5,874 69,635 SH   SOLE   1,135 0 68,500
Newell Brands Inc. COM 651229106 3,267 246,000 SH   SOLE   1,000 0 245,000
NexPoint Residential Trust, Inc. COM 65341D102 2,951 117,070 SH   SOLE   1,870 0 115,200
Nomad Foods Ltd. USD ORD SHS G6564A105 6,082 327,710 SH   SOLE   5,010 0 322,700
Nordson Corporation COM 655663102 10,610 78,550 SH   SOLE   1,005 0 77,545
Northern Trust Corporation COM 665859104 16,013 212,200 SH   SOLE   4,740 0 207,460
NuVasive, Inc. COM 670704105 13,647 269,375 SH   SOLE   3,580 0 265,795
Old Dominion Freight Line, Inc. COM 679580100 8,135 61,980 SH   SOLE   900 0 61,080
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 14,285 308,255 SH   SOLE   4,590 0 303,665
O'Reilly Automotive, Inc. COM 67103H107 55,062 182,901 SH   SOLE   905 0 181,996
Palo Alto Networks, Inc. COM 697435105 9,932 60,575 SH   SOLE   840 0 59,735
Paylocity Holding Corporation COM 70438V106 12,016 136,050 SH   SOLE   2,015 0 134,035
PepsiCo, Inc. COM 713448108 34,689 288,835 SH   SOLE   2,935 0 285,900
PerkinElmer, Inc. COM 714046109 10,240 136,030 SH   SOLE   2,030 0 134,000
Pfizer Inc. COM 717081103 29,710 910,225 SH   SOLE   9,725 0 900,500
Philip Morris International Inc. COM 718172109 4,837 66,300 SH   SOLE   300 0 66,000
PNC Financial Services Group, Inc. COM 693475105 5,303 55,400 SH   SOLE   1,900 0 53,500
PolyOne Corporation COM 73179P106 4,291 226,200 SH   SOLE   3,700 0 222,500
Power Integrations, Inc. COM 739276103 7,198 81,490 SH   SOLE   1,350 0 80,140
Prestige Brands Holdings, Inc. COM 74112D101 5,406 147,395 SH   SOLE   2,395 0 145,000
PriceSmart, Inc. COM 741511109 3,768 71,710 SH   SOLE   1,210 0 70,500
Proctor & Gamble Company (The) COM 742718109 5,654 51,400 SH   SOLE   2,400 0 49,000
Q2 Holdings, Inc. COM 74736L109 5,854 99,115 SH   SOLE   1,615 0 97,500
Qualys, Inc. COM 74758T303 19,183 220,520 SH   SOLE   3,350 0 217,170
Quest Diagnostics Incorporated COM 74834L100 9,820 122,290 SH   SOLE   2,490 0 119,800
Rapid7 Inc. COM 753422104 1,212 27,960 SH   SOLE   460 0 27,500
Raymond James Financial, Inc. COM 754730109 10,797 170,835 SH   SOLE   2,845 0 167,990
Regeneron Pharmaceuticals, Inc. COM 75886F107 7,190 14,725 SH   SOLE   215 0 14,510
Repay Holdings Corp. COM CL A 76029L100 7,439 518,390 SH   SOLE   8,390 0 510,000
Republic Services, Inc. COM 760759100 3,027 40,325 SH   SOLE   325 0 40,000
ResMed Inc. COM 761152107 16,701 113,390 SH   SOLE   1,625 0 111,765
Ritchie Bros. Auctioneers Incorporated COM 767744105 5,734 167,750 SH   SOLE   2,750 0 165,000
RPM International, Inc. COM 749685103 1,505 25,300 SH   SOLE   300 0 25,000
S&P Global Inc. COM 78409V104 39,315 160,435 SH   SOLE   435 0 160,000
SailPoint Technologies Holdings, Inc. COM 755111507 4,024 264,400 SH   SOLE   4,400 0 260,000
salesforce.com, inc. COM 79466L302 27,083 188,105 SH   SOLE   605 0 187,500
SEI Investments Company COM 784117103 7,276 157,010 SH   SOLE   2,010 0 155,000
Semtech Corporation COM 816850101 3,816 101,755 SH   SOLE   1,655 0 100,100
Service Corporation International COM 817565104 11,351 290,235 SH   SOLE   3,680 0 286,555
ServiceNow, Inc. COM 81762P102 24,437 85,270 SH   SOLE   270 0 85,000
Skyworks Solutions, Inc. COM 83088M102 42,169 471,790 SH   SOLE   2,690 0 469,100
Smith & Nephew plc SPDN ADR NEW 83175M205 15,064 419,965 SH   SOLE   3,165 0 416,800
Snap-on Incorporated COM 833034101 30,973 284,630 SH   SOLE   2,295 0 282,335
SP Plus Corporation COM 78469C103 2,862 137,946 SH   SOLE   2,250 0 135,696
SPDR Bloomberg Barclays High Yield Bond ETF SPDR SER TR 78468R622 521 5,500 SH   SOLE   0 0 5,500
Stanley Black & Decker Inc. COM 854502101 5,380 53,800 SH   SOLE   2,200 0 51,600
Starbucks Corporation COM 855244109 36,934 561,815 SH   SOLE   1,815 0 560,000
STERIS plc SHS USD G8473T100 7,104 50,755 SH   SOLE   755 0 50,000
Syneos Health, Inc. CL A 87166B102 4,502 114,215 SH   SOLE   1,815 0 112,400
Tabula Rasa HealthCare, Inc. COM 873379101 6,090 116,460 SH   SOLE   1,960 0 114,500
Target Corporation COM 87612E106 6,090 65,500 SH   SOLE   2,200 0 63,300
Teleflex Incorporated COM 879369106 5,932 20,255 SH   SOLE   245 0 20,010
Texas Instruments Incorporated COM 882508104 4,427 44,300 SH   SOLE   1,800 0 42,500
Thermo Fisher Scientific Inc. COM 883556102 68,184 240,424 SH   SOLE   1,260 0 239,164
TJX Companies, Inc. (The) COM 872540109 44,334 927,300 SH   SOLE   8,200 0 919,100
TransUnion COM 89400J107 16,136 243,815 SH   SOLE   3,180 0 240,635
Twilio Inc. - Class A CL A 90138F102 7,586 84,765 SH   SOLE   1,220 0 83,545
UFP Technologies, Inc. COM 902673102 3,691 96,892 SH   SOLE   1,600 0 95,292
Ulta Beauty, Inc. COM 903845303 34,603 196,945 SH   SOLE   1,420 0 195,525
UnitedHealth Group Incorporated COM 91324P102 35,289 141,505 SH   SOLE   1,155 0 140,350
US Ecology, Inc. COM 91734M103 3,383 111,280 SH   SOLE   1,810 0 109,470
US Foods Holding Corp. COM 912008109 8,239 465,240 SH   SOLE   6,440 0 458,800
Varex Imaging Corporation COM 92214X106 4,202 185,030 SH   SOLE   3,030 0 182,000
Varonis Systems, Inc. COM 922280102 5,763 90,515 SH   SOLE   1,515 0 89,000
Veeva Systems Inc. - Class A CL A COM 922475108 5,404 34,560 SH   SOLE   540 0 34,020
Verisk Analytics, Inc. COM 92345Y106 15,331 109,995 SH   SOLE   1,435 0 108,560
Verizon Communications Inc. COM 92343V104 6,496 120,900 SH   SOLE   3,400 0 117,500
Vertex Pharmaceuticals Incorporated COM 92532F100 8,322 34,975 SH   SOLE   455 0 34,520
ViacomCBS Inc. - Class B CL B 92556H206 1,019 72,700 SH   SOLE   5,200 0 67,500
Visa Inc. COM CL A 92826C839 67,055 416,180 SH   SOLE   1,180 0 415,000
Vocera Communicaitons, Inc. COM 92857F107 6,151 289,576 SH   SOLE   4,830 0 284,746
Vulcan Material Company COM 929160109 11,225 103,865 SH   SOLE   1,465 0 102,400
W.P. Carey Inc. COM 92936U109 4,838 83,300 SH   SOLE   1,000 0 82,300
Walt Disney Company (The) COM DISNEY 254687106 4,811 49,800 SH   SOLE   2,500 0 47,300
Webster Financial Corporation COM 947890109 156 6,800 SH   SOLE   0 0 6,800
WEC Energy Group, Inc. COM 92939U106 2,891 32,800 SH   SOLE   500 0 32,300
Wendy's Company (The) COM 95058W100 11,955 803,430 SH   SOLE   11,930 0 791,500
Werner Enterprises, Inc. COM 950755108 6,209 171,240 SH   SOLE   2,740 0 168,500
Westinghouse Air Brake Technologies Corporation COM 929740108 2,808 58,340 SH   SOLE   840 0 57,500
Weyerhaeuser Company COM 962166104 110 6,500 SH   SOLE   3,500 0 3,000
Williams Companies, Inc. (The) COM 969457100 286 20,183 SH   SOLE   0 0 20,183
Willis Towers Watson Public Limited Company SHS G96629103 14,883 87,626 SH   SOLE   997 0 86,629
WNS (Holdings) Limited SPON ADR 92932M101 6,331 147,300 SH   SOLE   2,300 0 145,000
Workday, Inc. CL A 98138H101 21,228 163,020 SH   SOLE   520 0 162,500
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 7,717 269,365 SH   SOLE   4,365 0 265,000
Xilinx, Inc. COM 983919101 42,235 541,895 SH   SOLE   4,170 0 537,725
Zendesk, Inc. COM 98936J101 6,044 94,420 SH   SOLE   1,370 0 93,050