The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 226,313 | 1,474,350 | SH | SOLE | 1,381,685 | 0 | 92,665 | ||
AGORA INC | ADS | 00851L103 | 703 | 16,360 | SH | SOLE | 16,360 | 0 | 0 | ||
ALBANY INTL CORP | CL A | 012348108 | 9,455 | 190,975 | SH | SOLE | 144,050 | 0 | 46,925 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 597 | 2,030 | SH | SOLE | 2,030 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 174,251 | 532,291 | SH | SOLE | 498,465 | 0 | 33,826 | ||
ALTRA INDL MOTION CORP | COM | 02208R106 | 85,147 | 2,303,150 | SH | SOLE | 1,744,980 | 0 | 558,170 | ||
AMETEK INC | COM | 031100100 | 297,807 | 2,996,050 | SH | SOLE | 2,810,555 | 0 | 185,495 | ||
APTARGROUP INC | COM | 038336103 | 185,510 | 1,638,785 | SH | SOLE | 1,537,405 | 0 | 101,380 | ||
ATRICURE INC | COM | 04963C209 | 82,570 | 2,069,420 | SH | SOLE | 1,568,750 | 0 | 500,670 | ||
AVANOS MED INC | COM | 05350V106 | 112,308 | 3,380,740 | SH | SOLE | 2,562,995 | 0 | 817,745 | ||
B & G FOODS INC NEW | COM | 05508R106 | 70,318 | 2,532,150 | SH | SOLE | 1,921,850 | 0 | 610,300 | ||
BARNES GROUP INC | COM | 067806109 | 94,241 | 2,636,860 | SH | SOLE | 1,994,840 | 0 | 642,020 | ||
BIO RAD LABS INC | CL A | 090572207 | 107,149 | 207,870 | SH | SOLE | 194,980 | 0 | 12,890 | ||
BIO-TECHNE CORP | COM | 09073M104 | 230,819 | 931,735 | SH | SOLE | 877,890 | 0 | 53,845 | ||
BLACKBAUD INC | COM | 09227Q100 | 41,089 | 735,970 | SH | SOLE | 557,495 | 0 | 178,475 | ||
BLACKLINE INC | COM | 09239B109 | 53,389 | 595,665 | SH | SOLE | 451,625 | 0 | 144,040 | ||
BOSTON BEER INC | CL A | 100557107 | 26,448 | 29,940 | SH | SOLE | 22,910 | 0 | 7,030 | ||
BROWN FORMAN CORP | CL B | 115637209 | 62,953 | 835,805 | SH | SOLE | 787,285 | 0 | 48,520 | ||
BRYN MAWR BK CORP | COM | 117665109 | 23,951 | 963,065 | SH | SOLE | 732,505 | 0 | 230,560 | ||
CSW INDUSTRIALS INC | COM | 126402106 | 36,447 | 471,810 | SH | SOLE | 362,490 | 0 | 109,320 | ||
CVB FINL CORP | COM | 126600105 | 42,006 | 2,525,925 | SH | SOLE | 1,920,800 | 0 | 605,125 | ||
CAMPBELL SOUP CO | COM | 134429109 | 64,524 | 1,333,960 | SH | SOLE | 1,250,510 | 0 | 83,450 | ||
CANTEL MED CORP | COM | 138098108 | 172,933 | 3,935,670 | SH | SOLE | 3,347,170 | 0 | 588,500 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 116,523 | 2,961,190 | SH | SOLE | 2,247,410 | 0 | 713,780 | ||
CATALENT INC | COM | 148806102 | 297,638 | 3,474,645 | SH | SOLE | 3,084,200 | 0 | 390,445 | ||
CHASE CORP | COM | 16150R104 | 25,400 | 266,245 | SH | SOLE | 202,705 | 0 | 63,540 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 55,734 | 594,749 | SH | SOLE | 559,499 | 0 | 35,250 | ||
COMMERCE BANCSHARES INC | COM | 200525103 | 46,448 | 825,161 | SH | SOLE | 773,711 | 0 | 51,450 | ||
COMMUNITY BK SYS INC | COM | 203607106 | 54,676 | 1,003,975 | SH | SOLE | 761,930 | 0 | 242,045 | ||
CONMED CORP | COM | 207410101 | 123,254 | 1,566,724 | SH | SOLE | 1,187,389 | 0 | 379,335 | ||
COOPER COS INC | COM NEW | 216648402 | 182,360 | 540,935 | SH | SOLE | 509,785 | 0 | 31,150 | ||
CULLEN FROST BANKERS INC | COM | 229899109 | 107,528 | 1,681,445 | SH | SOLE | 1,576,040 | 0 | 105,405 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 212,778 | 4,865,730 | SH | SOLE | 4,563,570 | 0 | 302,160 | ||
DUNKIN BRANDS GROUP INC | COM | 265504100 | 147,571 | 1,801,624 | SH | SOLE | 1,687,839 | 0 | 113,785 | ||
E L F BEAUTY INC | COM | 26856L103 | 66,016 | 3,593,668 | SH | SOLE | 2,728,793 | 0 | 864,875 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 229,574 | 2,876,142 | SH | SOLE | 2,695,917 | 0 | 180,225 | ||
ENVESTNET INC | COM | 29404K106 | 51,955 | 673,340 | SH | SOLE | 511,905 | 0 | 161,435 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 83,419 | 3,380,044 | SH | SOLE | 3,025,219 | 0 | 354,825 | ||
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 79,069 | 3,726,169 | SH | SOLE | 2,819,584 | 0 | 906,585 | ||
FORTIVE CORP | COM | 34959J108 | 311,005 | 4,080,890 | SH | SOLE | 3,845,550 | 0 | 235,340 | ||
FRESHPET INC | COM | 358039105 | 67,937 | 608,485 | SH | SOLE | 458,510 | 0 | 149,975 | ||
FULLER H B CO | COM | 359694106 | 42,620 | 930,985 | SH | SOLE | 706,360 | 0 | 224,625 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 262,127 | 2,482,738 | SH | SOLE | 2,326,178 | 0 | 156,560 | ||
GENERAC HLDGS INC | COM | 368736104 | 57,662 | 297,780 | SH | SOLE | 213,740 | 0 | 84,040 | ||
GENETRON HLDGS LTD | ADS | 37186H100 | 483 | 40,445 | SH | SOLE | 40,445 | 0 | 0 | ||
GERMAN AMERN BANCORP INC | COM | 373865104 | 32,509 | 1,197,830 | SH | SOLE | 909,675 | 0 | 288,155 | ||
GLOBUS MED INC | CL A | 379577208 | 51,627 | 1,042,550 | SH | SOLE | 791,645 | 0 | 250,905 | ||
HERSHEY CO | COM | 427866108 | 234,420 | 1,635,415 | SH | SOLE | 1,533,505 | 0 | 101,910 | ||
HOSTESS BRANDS INC | CL A | 44109J106 | 119,579 | 9,698,195 | SH | SOLE | 7,363,955 | 0 | 2,334,240 | ||
IDEX CORP | COM | 45167R104 | 176,772 | 969,090 | SH | SOLE | 909,005 | 0 | 60,085 | ||
INDEPENDENT BANK CORP MASS | COM | 453836108 | 64,834 | 1,237,768 | SH | SOLE | 938,643 | 0 | 299,125 | ||
INNOSPEC INC | COM | 45768S105 | 48,210 | 761,365 | SH | SOLE | 577,165 | 0 | 184,200 | ||
INSPIRE MED SYS INC | COM | 457730109 | 114,525 | 887,450 | SH | SOLE | 672,595 | 0 | 214,855 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 296,118 | 6,271,020 | SH | SOLE | 5,385,225 | 0 | 885,795 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 44,463 | 341,000 | SH | SOLE | 260,020 | 0 | 80,980 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 204 | 2,625 | SH | SOLE | 2,625 | 0 | 0 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 142,420 | 1,549,900 | SH | SOLE | 1,175,400 | 0 | 374,500 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 198,026 | 2,988,172 | SH | SOLE | 2,798,582 | 0 | 189,590 | ||
LANCASTER COLONY CORP | COM | 513847103 | 169,429 | 947,588 | SH | SOLE | 717,468 | 0 | 230,120 | ||
MGP INGREDIENTS INC NEW | COM | 55303J106 | 54,795 | 1,378,845 | SH | SOLE | 1,044,755 | 0 | 334,090 | ||
MSA SAFETY INC | COM | 553498106 | 144,025 | 1,073,450 | SH | SOLE | 814,290 | 0 | 259,160 | ||
MASIMO CORP | COM | 574795100 | 172,085 | 728,990 | SH | SOLE | 649,320 | 0 | 79,670 | ||
MEDALLIA INC | COM | 584021109 | 289,757 | 10,567,344 | SH | SOLE | 9,204,094 | 0 | 1,363,250 | ||
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 69,521 | 2,071,555 | SH | SOLE | 1,948,625 | 0 | 122,930 | ||
MORNINGSTAR INC | COM | 617700109 | 49,839 | 310,310 | SH | SOLE | 290,630 | 0 | 19,680 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 64,877 | 1,696,580 | SH | SOLE | 1,292,830 | 0 | 403,750 | ||
NEW RELIC INC | COM | 64829B100 | 214,614 | 3,807,915 | SH | SOLE | 3,193,765 | 0 | 614,150 | ||
NORDSON CORP | COM | 655663102 | 61,028 | 318,150 | SH | SOLE | 297,660 | 0 | 20,490 | ||
NORTHERN TR CORP | COM | 665859104 | 151,319 | 1,940,740 | SH | SOLE | 1,818,360 | 0 | 122,380 | ||
NUTANIX INC | CL A | 67059N108 | 47,802 | 2,155,185 | SH | SOLE | 2,025,775 | 0 | 129,410 | ||
OKTA INC | CL A | 679295105 | 175,929 | 822,674 | SH | SOLE | 771,499 | 0 | 51,175 | ||
OMNICELL COM | COM | 68213N109 | 43,722 | 585,615 | SH | SOLE | 442,160 | 0 | 143,455 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 211,816 | 865,440 | SH | SOLE | 811,820 | 0 | 53,620 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 57,191 | 548,650 | SH | SOLE | 416,245 | 0 | 132,405 | ||
PENUMBRA INC | COM | 70975L107 | 77,676 | 399,610 | SH | SOLE | 301,940 | 0 | 97,670 | ||
PLURALSIGHT INC | COM CL A | 72941B106 | 31,147 | 1,818,300 | SH | SOLE | 1,380,590 | 0 | 437,710 | ||
PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | 88,409 | 2,427,480 | SH | SOLE | 1,844,870 | 0 | 582,610 | ||
PROOFPOINT INC | COM | 743424103 | 110,576 | 1,047,620 | SH | SOLE | 981,895 | 0 | 65,725 | ||
PROSPERITY BANCSHARES INC | COM | 743606105 | 156,662 | 3,022,605 | SH | SOLE | 2,641,780 | 0 | 380,825 | ||
PURE STORAGE INC | CL A | 74624M102 | 295,560 | 19,204,657 | SH | SOLE | 16,348,037 | 0 | 2,856,620 | ||
Q2 HLDGS INC | COM | 74736L109 | 229,229 | 2,511,828 | SH | SOLE | 2,022,163 | 0 | 489,665 | ||
RBC BEARINGS INC | COM | 75524B104 | 16,424 | 135,500 | SH | SOLE | 102,075 | 0 | 33,425 | ||
RITCHIE BROS AUCTIONEERS | COM | 767744105 | 54,338 | 917,100 | SH | SOLE | 687,070 | 0 | 230,030 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 163,375 | 740,327 | SH | SOLE | 694,152 | 0 | 46,175 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 106,408 | 442,224 | SH | SOLE | 414,419 | 0 | 27,805 | ||
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 145,522 | 3,677,585 | SH | SOLE | 2,785,760 | 0 | 891,825 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 41,900 | 4,821,620 | SH | SOLE | 3,668,090 | 0 | 1,153,530 | ||
SELECTIVE INS GROUP INC | COM | 816300107 | 60,336 | 1,171,795 | SH | SOLE | 884,680 | 0 | 287,115 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 122,075 | 2,114,215 | SH | SOLE | 1,606,665 | 0 | 507,550 | ||
SERVICENOW INC | COM | 81762P102 | 153,295 | 316,073 | SH | SOLE | 296,348 | 0 | 19,725 | ||
SHAKE SHACK INC | CL A | 819047101 | 23,412 | 363,090 | SH | SOLE | 276,770 | 0 | 86,320 | ||
SIMPLY GOOD FOODS CO | COM | 82900L102 | 98,810 | 4,481,165 | SH | SOLE | 3,403,440 | 0 | 1,077,725 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 193,773 | 3,920,941 | SH | SOLE | 3,675,621 | 0 | 245,320 | ||
SMUCKER J M CO | COM NEW | 832696405 | 229,768 | 1,988,985 | SH | SOLE | 1,863,640 | 0 | 125,345 | ||
SPLUNK INC | COM | 848637104 | 227,676 | 1,210,204 | SH | SOLE | 1,134,804 | 0 | 75,400 | ||
STANDEX INTL CORP | COM | 854231107 | 37,060 | 626,020 | SH | SOLE | 476,090 | 0 | 149,930 | ||
STOCK YDS BANCORP INC | COM | 861025104 | 26,708 | 784,597 | SH | SOLE | 594,727 | 0 | 189,870 | ||
SYNOPSYS INC | COM | 871607107 | 109,764 | 512,965 | SH | SOLE | 481,185 | 0 | 31,780 | ||
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 44,144 | 1,206,445 | SH | SOLE | 918,295 | 0 | 288,150 | ||
TENABLE HLDGS INC | COM | 88025T102 | 125,767 | 3,331,565 | SH | SOLE | 2,525,480 | 0 | 806,085 | ||
TORO CO | COM | 891092108 | 153,775 | 1,831,751 | SH | SOLE | 1,717,936 | 0 | 113,815 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 232,597 | 1,622,695 | SH | SOLE | 1,521,095 | 0 | 101,600 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 191,013 | 3,293,325 | SH | SOLE | 3,089,135 | 0 | 204,190 | ||
TREEHOUSE FOODS INC | COM | 89469A104 | 176,990 | 4,366,895 | SH | SOLE | 3,707,835 | 0 | 659,060 | ||
TRIMAS CORP | COM NEW | 896215209 | 70,576 | 3,095,440 | SH | SOLE | 2,347,170 | 0 | 748,270 | ||
UMB FINL CORP | COM | 902788108 | 80,537 | 1,643,280 | SH | SOLE | 1,241,205 | 0 | 402,075 | ||
ULTA BEAUTY INC | COM | 90384S303 | 247,746 | 1,106,106 | SH | SOLE | 1,036,731 | 0 | 69,375 | ||
UTZ BRANDS INC | COM CL A | 918090101 | 13,760 | 768,740 | SH | SOLE | 584,320 | 0 | 184,420 | ||
VAPOTHERM INC | COM | 922107107 | 14,117 | 486,780 | SH | SOLE | 371,225 | 0 | 115,555 | ||
VEEVA SYS INC | CL A COM | 922475108 | 245,111 | 871,692 | SH | SOLE | 817,612 | 0 | 54,080 | ||
WASHINGTON TR BANCORP | COM | 940610108 | 21,883 | 713,730 | SH | SOLE | 540,985 | 0 | 172,745 | ||
WATERS CORP | COM | 941848103 | 166,453 | 850,640 | SH | SOLE | 798,140 | 0 | 52,500 | ||
WELBILT INC | COM | 949090104 | 48,029 | 7,796,891 | SH | SOLE | 5,914,311 | 0 | 1,882,580 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 141,127 | 513,375 | SH | SOLE | 481,565 | 0 | 31,810 | ||
WILEY JOHN & SONS INC | CL A | 968223206 | 110,598 | 3,487,804 | SH | SOLE | 2,862,309 | 0 | 625,495 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 88,537 | 3,426,360 | SH | SOLE | 2,604,695 | 0 | 821,665 | ||
WORKDAY INC | CL A | 98138H101 | 327,765 | 1,523,565 | SH | SOLE | 1,428,965 | 0 | 94,600 | ||
WORKIVA INC | COM CL A | 98139A105 | 57,357 | 1,028,640 | SH | SOLE | 781,285 | 0 | 247,355 | ||
YEXT INC | COM | 98585N106 | 125,293 | 8,253,815 | SH | SOLE | 6,261,815 | 0 | 1,992,000 | ||
ZENDESK INC | COM | 98936J101 | 87,161 | 846,885 | SH | SOLE | 794,135 | 0 | 52,750 | ||
ZSCALER INC | COM | 98980G102 | 203,929 | 1,449,490 | SH | SOLE | 1,359,370 | 0 | 90,120 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 1,271 | 31,130 | SH | SOLE | 31,130 | 0 | 0 | ||
ARGO GROUP INTL HLDGS LTD | COM | G0464B107 | 63,336 | 1,839,548 | SH | SOLE | 1,395,848 | 0 | 443,700 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 247,382 | 7,982,625 | SH | SOLE | 7,482,865 | 0 | 499,760 | ||
EVEREST RE GROUP LTD | COM | G3223R108 | 238,564 | 1,207,675 | SH | SOLE | 1,131,975 | 0 | 75,700 | ||
JAMES RIV GROUP LTD | COM | G5005R107 | 56,429 | 1,267,215 | SH | SOLE | 962,810 | 0 | 304,405 |