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 18,397 856,086 SH   SOLE   839,136 0 16,950
Bottomline Tech COM 101388106 29,172 795,960 SH   SOLE   779,060 0 16,900
BrightView COM 10948C107 21,008 1,899,482 SH   SOLE   1,857,807 0 41,675
Callaway Golf COM 131193104 12,456 1,218,801 SH   SOLE   1,188,876 0 29,925
Catalent COM 148806102 32,333 622,396 SH   SOLE   608,921 0 13,475
Cerence COM 156727109 14,225 923,671 SH   SOLE   904,121 0 19,550
Cinemark COM 17243v102 7,929 778,071 SH   SOLE   758,471 0 19,600
Cisco COM 17275r102 11,572 294,388 SH   SOLE   293,988 0 400
Compass Minerals COM 20451n101 25,512 663,178 SH   SOLE   648,478 0 14,700
Cornerstone OnDemand COM 21925Y103 13,680 430,856 SH   SOLE   419,006 0 11,850
Douglas Dynamics COM 25960R105 32,128 904,773 SH   SOLE   884,298 0 20,475
EPAM Systems COM 29414b104 27,972 150,663 SH   SOLE   146,888 0 3,775
ExlService COM 302081104 25,184 484,029 SH   SOLE   472,379 0 11,650
Gentex COM 371901109 26,432 1,192,782 SH   SOLE   1,164,257 0 28,525
Hillenbrand COM 431571108 20,261 1,060,237 SH   SOLE   1,036,637 0 23,600
Inovalon COM 45781D101 24,057 1,443,977 SH   SOLE   1,413,152 0 30,825
Intel COM 458140100 11,878 219,472 SH   SOLE   219,272 0 200
Johnson & Johnson COM 478160104 9,909 75,567 SH   SOLE   75,467 0 100
Knowles COM 49926D109 23,651 1,767,637 SH   SOLE   1,728,087 0 39,550
LendingTree COM 52603B107 16,227 88,485 SH   SOLE   86,410 0 2,075
Medpace COM 58506Q109 16,595 226,155 SH   SOLE   221,980 0 4,175
Microsoft COM 594918104 17,389 110,262 SH   SOLE   110,162 0 100
Mistras COM 60649t107 7,461 1,751,329 SH   SOLE   1,714,554 0 36,775
Mobile Mini COM 60740f105 21,565 822,161 SH   SOLE   802,861 0 19,300
Oracle COM 68389x105 8,116 167,919 SH   SOLE   167,919 0 0
Pepsico COM 713448108 6,988 58,184 SH   SOLE   58,084 0 100
Philip Morris COM 718172109 6,769 92,777 SH   SOLE   92,677 0 100
PlayAGS COM 72814N104 3,472 1,310,101 SH   SOLE   1,278,601 0 31,500
Quotient Technology COM 749119103 18,380 2,827,623 SH   SOLE   2,761,498 0 66,125
ServiceMaster COM 81761R109 23,308 863,260 SH   SOLE   842,835 0 20,425
Shutterstock COM 825690100 29,686 923,077 SH   SOLE   902,402 0 20,675
SP Plus COM 78469c103 18,454 889,373 SH   SOLE   868,598 0 20,775
Stericycle COM 858912108 21,533 443,258 SH   SOLE   434,033 0 9,225
Thermo Fisher Scientific COM 883556102 7,592 26,771 SH   SOLE   26,731 0 40
Verint Systems COM 92343x100 22,363 520,063 SH   SOLE   508,188 0 11,875
Verizon COM 92343v104 7,182 133,660 SH   SOLE   133,660 0 0
Zimmer Biomet COM 98956P102 3,029 29,970 SH   SOLE   29,970 0 0
iShares LQD ETF 464287242 212 1,720 SH   SOLE   1,720 0 0
Vanguard BND ETF 921937835 2,778 32,550 SH   SOLE   32,550 0 0
Vanguard VEU ETF 922042775 1,372 33,450 SH   SOLE   33,450 0 0
Vanguard VOO ETF 922908363 575 2,430 SH   SOLE   2,430 0 0