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 54,273 1,391,970 SH   SOLE   1,367,845 0 24,125
Bottomline Tech COM 101388106 38,288 908,152 SH   SOLE   893,152 0 15,000
BrightView COM 10948C107 41,271 3,620,285 SH   SOLE   3,545,385 0 74,900
Callaway Golf COM 131193104 28,042 1,465,083 SH   SOLE   1,432,683 0 32,400
Catalent COM 148806102 8,217 95,924 SH   SOLE   95,774 0 150
Cerence COM 156727109 29,612 605,944 SH   SOLE   594,569 0 11,375
Cisco COM 17275r102 13,044 331,139 SH   SOLE   330,739 0 400
Compass Minerals COM 20451n101 51,707 871,222 SH   SOLE   854,972 0 16,250
Cornerstone OnDemand COM 21925Y103 31,167 857,166 SH   SOLE   838,491 0 18,675
Douglas Dynamics COM 25960R105 34,678 1,013,963 SH   SOLE   997,263 0 16,700
Evercore Partners COM 29977A105 21,567 329,476 SH   SOLE   322,926 0 6,550
ExlService COM 302081104 33,202 503,289 SH   SOLE   494,464 0 8,825
Frontdoor COM 35905A109 23,645 607,695 SH   SOLE   595,570 0 12,125
Gentex COM 371901109 44,895 1,743,477 SH   SOLE   1,710,352 0 33,125
Hillenbrand COM 431571108 47,192 1,664,051 SH   SOLE   1,634,376 0 29,675
Hostess Brands COM 44109J106 47,220 3,829,680 SH   SOLE   3,758,780 0 70,900
Inovalon COM 45781D101 54,522 2,061,327 SH   SOLE   2,024,927 0 36,400
Intel COM 458140100 11,515 222,383 SH   SOLE   222,183 0 200
Johnson & Johnson COM 478160104 11,879 79,787 SH   SOLE   79,687 0 100
Knowles COM 49926D109 24,581 1,649,755 SH   SOLE   1,620,806 0 28,949
LendingTree COM 52603B107 46,505 151,535 SH   SOLE   148,660 0 2,875
Medpace COM 58506Q109 19,874 177,840 SH   SOLE   174,040 0 3,800
Microsoft COM 594918104 2,580 12,266 SH   SOLE   12,266 0 0
Oracle COM 68389x105 10,379 173,853 SH   SOLE   173,853 0 0
Pepsico COM 713448108 8,213 59,260 SH   SOLE   59,160 0 100
Philip Morris COM 718172109 8,273 110,318 SH   SOLE   110,218 0 100
Quotient Technology COM 749119103 27,272 3,695,408 SH   SOLE   3,615,508 0 79,900
ServiceMaster Global Holdings COM 81761R109 47,492 1,190,867 SH   SOLE   1,168,542 0 22,325
Shutterstock COM 825690100 53,182 1,021,949 SH   SOLE   1,003,624 0 18,325
SP Plus COM 78469c103 17,888 996,527 SH   SOLE   977,277 0 19,250
SPS Commerce COM 78463M107 14,293 183,550 SH   SOLE   181,000 0 2,550
Stericycle COM 858912108 49,436 783,948 SH   SOLE   769,448 0 14,500
Thermo Fisher Scientific COM 883556102 2,643 5,985 SH   SOLE   5,985 0 0
Verint Systems COM 92343x100 31,482 653,423 SH   SOLE   642,273 0 11,150
Verizon COM 92343v104 8,049 135,295 SH   SOLE   135,295 0 0
WillScot Mobile Mini COM 971378104 46,381 2,780,658 SH   SOLE   2,728,455 0 52,203
Zimmer Biomet COM 98956P102 4,266 31,335 SH   SOLE   31,335 0 0
Vanguard BND ETF 921937835 2,725 30,883 SH   SOLE   30,883 0 0
Vanguard VEU ETF 922042775 1,624 32,183 SH   SOLE   32,183 0 0
Vanguard VOO ETF 922908363 492 1,600 SH   SOLE   1,600 0 0