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 | 266,536 | 1,692,185 | SH | SOLE | 1,604,530 | 0 | 87,655 | ||
AGORA INC | ADS | 00851L103 | 936 | 23,660 | SH | SOLE | 23,660 | 0 | 0 | ||
ALBANY INTL CORP | CL A | 012348108 | 21,456 | 292,235 | SH | SOLE | 224,045 | 0 | 68,190 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 243,715 | 456,071 | SH | SOLE | 432,635 | 0 | 23,436 | ||
ALTRA INDL MOTION CORP | COM | 02208R106 | 132,038 | 2,382,060 | SH | SOLE | 1,828,730 | 0 | 553,330 | ||
AMETEK INC | COM | 031100100 | 354,576 | 2,931,830 | SH | SOLE | 2,778,160 | 0 | 153,670 | ||
APTARGROUP INC | COM | 038336103 | 221,479 | 1,617,935 | SH | SOLE | 1,532,075 | 0 | 85,860 | ||
ASANA INC | CL A | 04342Y104 | 98,264 | 3,325,340 | SH | SOLE | 3,148,610 | 0 | 176,730 | ||
ATRICURE INC | COM | 04963C209 | 118,888 | 2,135,580 | SH | SOLE | 1,639,060 | 0 | 496,520 | ||
AVANOS MED INC | COM | 05350V106 | 159,246 | 3,470,935 | SH | SOLE | 2,670,880 | 0 | 800,055 | ||
B & G FOODS INC NEW | COM | 05508R106 | 58,507 | 2,109,890 | SH | SOLE | 1,613,445 | 0 | 496,445 | ||
BARNES GROUP INC | COM | 067806109 | 139,993 | 2,761,755 | SH | SOLE | 2,122,745 | 0 | 639,010 | ||
BIO RAD LABS INC | CL A | 090572207 | 135,968 | 233,245 | SH | SOLE | 220,930 | 0 | 12,315 | ||
BIO-TECHNE CORP | COM | 09073M104 | 245,199 | 772,160 | SH | SOLE | 735,570 | 0 | 36,590 | ||
BLACKBAUD INC | COM | 09227Q100 | 44,011 | 764,610 | SH | SOLE | 587,715 | 0 | 176,895 | ||
BLACKLINE INC | COM | 09239B109 | 56,929 | 426,815 | SH | SOLE | 329,535 | 0 | 97,280 | ||
BRYN MAWR BK CORP | COM | 117665109 | 30,276 | 989,580 | SH | SOLE | 761,135 | 0 | 228,445 | ||
CSW INDUSTRIALS INC | COM | 126402106 | 40,559 | 362,425 | SH | SOLE | 280,365 | 0 | 82,060 | ||
CVB FINL CORP | COM | 126600105 | 50,651 | 2,597,465 | SH | SOLE | 1,998,035 | 0 | 599,430 | ||
CAMPBELL SOUP CO | COM | 134429109 | 115,142 | 2,381,420 | SH | SOLE | 2,258,020 | 0 | 123,400 | ||
CANTEL MED CORP | COM | 138098108 | 311,704 | 3,952,620 | SH | SOLE | 3,390,850 | 0 | 561,770 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 134,394 | 3,071,170 | SH | SOLE | 2,363,230 | 0 | 707,940 | ||
CATALENT INC | COM | 148806102 | 156,122 | 1,500,165 | SH | SOLE | 1,429,145 | 0 | 71,020 | ||
CHASE CORP | COM | 16150R104 | 27,920 | 276,410 | SH | SOLE | 212,485 | 0 | 63,925 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 84,958 | 973,954 | SH | SOLE | 927,594 | 0 | 46,360 | ||
COMMUNITY BK SYS INC | COM | 203607106 | 64,558 | 1,036,070 | SH | SOLE | 796,345 | 0 | 239,725 | ||
CONMED CORP | COM | 207410101 | 189,506 | 1,692,014 | SH | SOLE | 1,298,649 | 0 | 393,365 | ||
COOPER COS INC | COM NEW | 216648402 | 193,195 | 531,750 | SH | SOLE | 506,600 | 0 | 25,150 | ||
CULLEN FROST BANKERS INC | COM | 229899109 | 143,773 | 1,648,205 | SH | SOLE | 1,561,200 | 0 | 87,005 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 254,109 | 4,853,120 | SH | SOLE | 4,600,115 | 0 | 253,005 | ||
E L F BEAUTY INC | COM | 26856L103 | 93,224 | 3,700,843 | SH | SOLE | 2,844,293 | 0 | 856,550 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 257,633 | 2,823,997 | SH | SOLE | 2,675,172 | 0 | 148,825 | ||
ENVESTNET INC | COM | 29404K106 | 56,797 | 690,205 | SH | SOLE | 530,250 | 0 | 159,955 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 112,775 | 3,343,474 | SH | SOLE | 3,019,019 | 0 | 324,455 | ||
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 112,683 | 4,176,540 | SH | SOLE | 3,221,855 | 0 | 954,685 | ||
FORTIVE CORP | COM | 34959J108 | 349,699 | 4,937,855 | SH | SOLE | 4,704,380 | 0 | 233,475 | ||
FRESHPET INC | COM | 358039105 | 20,588 | 144,995 | SH | SOLE | 109,660 | 0 | 35,335 | ||
FULLER H B CO | COM | 359694106 | 31,833 | 613,590 | SH | SOLE | 470,815 | 0 | 142,775 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 302,542 | 2,445,573 | SH | SOLE | 2,317,118 | 0 | 128,455 | ||
GENERAC HLDGS INC | COM | 368736104 | 179,838 | 790,810 | SH | SOLE | 681,115 | 0 | 109,695 | ||
GENETRON HLDGS LTD | ADS | 37186H100 | 735 | 52,495 | SH | SOLE | 52,495 | 0 | 0 | ||
GERMAN AMERN BANCORP INC | COM | 373865104 | 40,935 | 1,237,075 | SH | SOLE | 951,560 | 0 | 285,515 | ||
GLOBUS MED INC | CL A | 379577208 | 70,343 | 1,078,545 | SH | SOLE | 829,755 | 0 | 248,790 | ||
HERSHEY CO | COM | 427866108 | 244,679 | 1,606,245 | SH | SOLE | 1,522,250 | 0 | 83,995 | ||
HOSTESS BRANDS INC | CL A | 44109J106 | 155,950 | 10,652,320 | SH | SOLE | 8,181,150 | 0 | 2,471,170 | ||
IDEX CORP | COM | 45167R104 | 152,898 | 767,560 | SH | SOLE | 727,925 | 0 | 39,635 | ||
INDEPENDENT BANK CORP MASS | COM | 453836108 | 92,741 | 1,269,733 | SH | SOLE | 973,453 | 0 | 296,280 | ||
INNOSPEC INC | COM | 45768S105 | 73,400 | 808,995 | SH | SOLE | 626,055 | 0 | 182,940 | ||
INSPIRE MED SYS INC | COM | 457730109 | 109,216 | 580,660 | SH | SOLE | 443,965 | 0 | 136,695 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 419,284 | 6,458,465 | SH | SOLE | 5,603,440 | 0 | 855,025 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 90,549 | 582,795 | SH | SOLE | 445,960 | 0 | 136,835 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 192,808 | 1,693,230 | SH | SOLE | 1,299,650 | 0 | 393,580 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 236,819 | 3,007,607 | SH | SOLE | 2,846,967 | 0 | 160,640 | ||
LANCASTER COLONY CORP | COM | 513847103 | 239,390 | 1,302,943 | SH | SOLE | 1,058,153 | 0 | 244,790 | ||
MGP INGREDIENTS INC NEW | COM | 55303J106 | 67,378 | 1,431,745 | SH | SOLE | 1,100,565 | 0 | 331,180 | ||
MSA SAFETY INC | COM | 553498106 | 143,186 | 958,470 | SH | SOLE | 736,050 | 0 | 222,420 | ||
MASIMO CORP | COM | 574795100 | 224,715 | 837,302 | SH | SOLE | 763,042 | 0 | 74,260 | ||
MEDALLIA INC | COM | 584021109 | 396,041 | 11,921,759 | SH | SOLE | 10,472,694 | 0 | 1,449,065 | ||
MERCADOLIBRE INC | COM | 58733R102 | 226 | 135 | SH | SOLE | 135 | 0 | 0 | ||
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 121,059 | 2,678,890 | SH | SOLE | 2,551,310 | 0 | 127,580 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 78,796 | 1,739,820 | SH | SOLE | 1,339,970 | 0 | 399,850 | ||
NEW RELIC INC | COM | 64829B100 | 272,034 | 4,159,545 | SH | SOLE | 3,534,925 | 0 | 624,620 | ||
NORDSON CORP | COM | 655663102 | 102,117 | 508,173 | SH | SOLE | 481,763 | 0 | 26,410 | ||
NORTHERN TR CORP | COM | 665859104 | 176,577 | 1,895,825 | SH | SOLE | 1,795,445 | 0 | 100,380 | ||
OKTA INC | CL A | 679295105 | 158,434 | 623,119 | SH | SOLE | 591,009 | 0 | 32,110 | ||
OMNICELL COM | COM | 68213N109 | 65,182 | 543,095 | SH | SOLE | 417,450 | 0 | 125,645 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 231,059 | 650,155 | SH | SOLE | 616,540 | 0 | 33,615 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 62,470 | 703,175 | SH | SOLE | 541,730 | 0 | 161,445 | ||
PENUMBRA INC | COM | 70975L107 | 81,917 | 468,095 | SH | SOLE | 359,760 | 0 | 108,335 | ||
PLANET FITNESS INC | CL A | 72703H101 | 24,835 | 319,910 | SH | SOLE | 298,075 | 0 | 21,835 | ||
PLURALSIGHT INC | COM CL A | 72941B106 | 70,958 | 3,385,395 | SH | SOLE | 2,598,220 | 0 | 787,175 | ||
PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | 87,189 | 2,500,410 | SH | SOLE | 1,923,280 | 0 | 577,130 | ||
PROOFPOINT INC | COM | 743424103 | 152,719 | 1,119,560 | SH | SOLE | 1,061,315 | 0 | 58,245 | ||
PROSPERITY BANCSHARES INC | COM | 743606105 | 213,119 | 3,072,645 | SH | SOLE | 2,714,710 | 0 | 357,935 | ||
PURE STORAGE INC | CL A | 74624M102 | 436,482 | 19,304,832 | SH | SOLE | 16,576,637 | 0 | 2,728,195 | ||
Q2 HLDGS INC | COM | 74736L109 | 300,319 | 2,373,498 | SH | SOLE | 1,938,923 | 0 | 434,575 | ||
RBC BEARINGS INC | COM | 75524B104 | 44,270 | 247,265 | SH | SOLE | 190,210 | 0 | 57,055 | ||
RITCHIE BROS AUCTIONEERS | COM | 767744105 | 52,099 | 749,090 | SH | SOLE | 577,625 | 0 | 171,465 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 153,679 | 612,732 | SH | SOLE | 581,077 | 0 | 31,655 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 169,334 | 436,619 | SH | SOLE | 413,814 | 0 | 22,805 | ||
SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 147,315 | 2,767,005 | SH | SOLE | 2,122,575 | 0 | 644,430 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 64,852 | 4,973,350 | SH | SOLE | 3,830,850 | 0 | 1,142,500 | ||
SELECTIVE INS GROUP INC | COM | 816300107 | 99,471 | 1,485,090 | SH | SOLE | 1,142,380 | 0 | 342,710 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 131,853 | 1,787,355 | SH | SOLE | 1,371,045 | 0 | 416,310 | ||
SERVICENOW INC | COM | 81762P102 | 162,087 | 294,473 | SH | SOLE | 279,333 | 0 | 15,140 | ||
SHAKE SHACK INC | CL A | 819047101 | 31,693 | 373,830 | SH | SOLE | 288,250 | 0 | 85,580 | ||
SIMPLY GOOD FOODS CO | COM | 82900L102 | 172,841 | 5,511,500 | SH | SOLE | 4,238,000 | 0 | 1,273,500 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 215,968 | 3,116,871 | SH | SOLE | 2,955,666 | 0 | 161,205 | ||
SMUCKER J M CO | COM NEW | 832696405 | 250,038 | 2,162,955 | SH | SOLE | 2,050,465 | 0 | 112,490 | ||
SPLUNK INC | COM | 848637104 | 188,682 | 1,110,614 | SH | SOLE | 1,052,459 | 0 | 58,155 | ||
STANDEX INTL CORP | COM | 854231107 | 49,820 | 642,670 | SH | SOLE | 494,110 | 0 | 148,560 | ||
STOCK YDS BANCORP INC | COM | 861025104 | 32,591 | 805,122 | SH | SOLE | 616,947 | 0 | 188,175 | ||
SYNOPSYS INC | COM | 871607107 | 131,274 | 506,380 | SH | SOLE | 480,400 | 0 | 25,980 | ||
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 63,614 | 1,415,535 | SH | SOLE | 1,087,185 | 0 | 328,350 | ||
TENABLE HLDGS INC | COM | 88025T102 | 159,887 | 3,059,445 | SH | SOLE | 2,346,175 | 0 | 713,270 | ||
TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 110,090 | 2,158,201 | SH | SOLE | 2,046,641 | 0 | 111,560 | ||
TORO CO | COM | 891092108 | 169,941 | 1,791,866 | SH | SOLE | 1,696,161 | 0 | 95,705 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 256,172 | 1,822,250 | SH | SOLE | 1,727,800 | 0 | 94,450 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 220,528 | 3,531,280 | SH | SOLE | 3,349,080 | 0 | 182,200 | ||
TREEHOUSE FOODS INC | COM | 89469A104 | 186,751 | 4,395,175 | SH | SOLE | 3,764,765 | 0 | 630,410 | ||
TRIMAS CORP | COM NEW | 896215209 | 105,690 | 3,337,225 | SH | SOLE | 2,575,855 | 0 | 761,370 | ||
UMB FINL CORP | COM | 902788108 | 100,610 | 1,458,330 | SH | SOLE | 1,119,390 | 0 | 338,940 | ||
ULTA BEAUTY INC | COM | 90384S303 | 313,394 | 1,091,356 | SH | SOLE | 1,034,281 | 0 | 57,075 | ||
UTZ BRANDS INC | COM CL A | 918090101 | 37,404 | 1,695,545 | SH | SOLE | 1,298,535 | 0 | 397,010 | ||
VAPOTHERM INC | COM | 922107107 | 19,965 | 743,315 | SH | SOLE | 572,165 | 0 | 171,150 | ||
VEEVA SYS INC | CL A COM | 922475108 | 194,608 | 714,812 | SH | SOLE | 677,932 | 0 | 36,880 | ||
WASHINGTON TR BANCORP | COM | 940610108 | 32,941 | 735,295 | SH | SOLE | 564,135 | 0 | 171,160 | ||
WATERS CORP | COM | 941848103 | 223,123 | 901,800 | SH | SOLE | 855,775 | 0 | 46,025 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 97,949 | 345,730 | SH | SOLE | 328,030 | 0 | 17,700 | ||
WILEY JOHN & SONS INC | CL A | 968223206 | 107,222 | 2,348,275 | SH | SOLE | 1,805,865 | 0 | 542,410 | ||
WINGSTOP INC | COM | 974155103 | 37,691 | 284,355 | SH | SOLE | 221,175 | 0 | 63,180 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 110,351 | 3,531,220 | SH | SOLE | 2,717,455 | 0 | 813,765 | ||
WORKDAY INC | CL A | 98138H101 | 371,019 | 1,548,430 | SH | SOLE | 1,468,215 | 0 | 80,215 | ||
WORKIVA INC | COM CL A | 98139A105 | 65,345 | 713,220 | SH | SOLE | 547,710 | 0 | 165,510 | ||
YEXT INC | COM | 98585N106 | 119,403 | 7,595,605 | SH | SOLE | 5,810,445 | 0 | 1,785,160 | ||
ZENDESK INC | COM | 98936J101 | 124,887 | 872,600 | SH | SOLE | 827,445 | 0 | 45,155 | ||
ZSCALER INC | COM | 98980G102 | 219,020 | 1,096,690 | SH | SOLE | 1,040,230 | 0 | 56,460 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 1,616 | 45,520 | SH | SOLE | 45,520 | 0 | 0 | ||
ARGO GROUP INTL HLDGS LTD | COM | G0464B107 | 87,685 | 2,006,523 | SH | SOLE | 1,545,378 | 0 | 461,145 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 226,190 | 7,613,260 | SH | SOLE | 7,215,305 | 0 | 397,955 | ||
EVEREST RE GROUP LTD | COM | G3223R108 | 295,877 | 1,263,945 | SH | SOLE | 1,197,495 | 0 | 66,450 | ||
JAMES RIV GROUP LTD | COM | G5005R107 | 64,950 | 1,321,475 | SH | SOLE | 1,019,470 | 0 | 302,005 |