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 26,949 373,980 SH   SOLE   4,690 0 369,290
Abbott Laboratories COM 002824100 7,377 63,635 SH   SOLE   835 0 62,800
AbbVie, Inc. COM 00287Y109 5,046 44,795 SH   SOLE   295 0 44,500
Adobe Inc. COM 00724F101 64,783 110,620 SH   SOLE   420 0 110,200
Air Products and Chemicals, Inc. COM 009158106 55,243 192,030 SH   SOLE   930 0 191,100
Alcon, Inc. ORD SHS H01301128 42,725 608,100 SH   SOLE   2,900 0 605,200
Alphabet Inc. CAP STK CL A 02079K107 179,127 71,470 SH   SOLE   270 0 71,200
Amazon.com, Inc. COM 023135106 69,027 20,065 SH   SOLE   65 0 20,000
AMETEK, Inc. COM 031100100 17,176 128,660 SH   SOLE   1,110 0 127,550
Analog Devices, Inc. COM 032654105 14,715 85,475 SH   SOLE   875 0 84,600
Anaplan, Inc. COM 03272L108 10,187 191,120 SH   SOLE   1,660 0 189,460
Aon plc SHS CL A G0403H108 66,485 278,460 SH   SOLE   900 0 277,560
Apple, Inc. COM 037833100 117,653 859,030 SH   SOLE   3,190 0 855,840
Applied Materials, Inc. COM 038222105 22,862 160,545 SH   SOLE   545 0 160,000
AptarGroup, Inc. COM 038336103 22,258 158,035 SH   SOLE   1,970 0 156,065
Arthur J. Gallagher & Co. COM 363576109 406 2,900 SH   SOLE   300 0 2,600
AT&T Inc. COM 00206R102 3,391 117,840 SH   SOLE   840 0 117,000
AtriCure, Inc. COM 038336103 7,137 89,960 SH   SOLE   1,120 0 88,840
Avery Dennison Corporation COM 053611109 7,660 36,435 SH   SOLE   535 0 35,900
Bandwidth Inc. COM CL A 05988J103 4,270 30,960 SH   SOLE   395 0 30,565
Beacon Roofing Supply, Inc. COM 073685109 8,410 157,935 SH   SOLE   1,945 0 155,990
Becton, Dickinson and Company COM 075887109 21,194 87,150 SH   SOLE   555 0 86,595
Bio-Techne Corp. COM 09073M104 5,167 11,475 SH   SOLE   140 0 11,335
BJ's Wholesale Club, Inc. COM 05550J101 16,603 348,956 SH   SOLE   2,810 0 346,146
BlackLine, Inc. COM 09239B109 6,362 57,175 SH   SOLE   710 0 56,465
BlackRock, Inc. COM 09247X101 6,120 6,995 SH   SOLE   45 0 6,950
Blackstone Group Inc. COM 122017106 8,613 88,665 SH   SOLE   1,465 0 87,200
Boston Scientific Corporation COM 101137107 47,979 1,122,050 SH   SOLE   5,050 0 1,117,000
Bristol-Myers Squibb Company COM 110122108 38,555 577,005 SH   SOLE   2,005 0 575,000
Broadcom Inc. COM 11135F101 7,441 15,605 SH   SOLE   105 0 15,500
Broadridge Financial Solutions, Inc. COM 11133T103 19,153 118,575 SH   SOLE   1,030 0 117,545
Brown & Brown, Inc. COM 115236101 9,147 172,135 SH   SOLE   2,135 0 170,000
Builders FirstSource, Inc. COM 12008R107 7,907 185,359 SH   SOLE   2,196 0 183,163
Burlington Stores, Inc. COM 122017106 21,153 65,695 SH   SOLE   555 0 65,140
Cadence Design Systems, Inc. COM 127387108 30,883 225,720 SH   SOLE   720 0 225,000
CarMax, Inc. COM 143130102 16,252 125,835 SH   SOLE   1,455 0 124,380
Carriage Services, Inc. COM 143905107 6,177 167,085 SH   SOLE   2,085 0 165,000
CBRE Group, Inc. CL A 12504L109 58,493 682,295 SH   SOLE   3,850 0 678,445
CDW Corporation COM 12514G108 20,789 119,035 SH   SOLE   1,005 0 118,030
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 388 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107 22,401 60,555 SH   SOLE   530 0 60,025
Charles Schwab Corporation (The) COM 808513105 66,210 909,350 SH   SOLE   4,350 0 905,000
Chevron Corporation COM 166764100 9,018 86,095 SH   SOLE   595 0 85,500
Chipotle Mexican Grill, Inc. COM 169656105 9,380 6,050 SH   SOLE   50 0 6,000
Chubb Limited COM H1467J104 53,444 336,250 SH   SOLE   1,650 0 334,600
Cintas Corporation COM 172908105 84,199 220,415 SH   SOLE   720 0 219,695
Cisco Systems, Inc. COM 17275R102 56,489 1,065,830 SH   SOLE   4,815 0 1,061,015
Citizens Financial Group, Inc. COM 174610105 18,779 409,392 SH   SOLE   3,255 0 406,137
Citrix Systems, Inc. COM 177376100 4,135 35,260 SH   SOLE   260 0 35,000
CMS Energy Corporation COM 125896100 5,309 89,860 SH   SOLE   660 0 89,200
Coca-Cola Company (The) COM 191216100 57,375 1,060,340 SH   SOLE   5,140 0 1,055,200
Cohen & Steers, Inc. COM 19247A100 15,045 183,275 SH   SOLE   2,740 0 180,535
Comcast Corporation CL A 20030N101 31,459 551,720 SH   SOLE   1,720 0 550,000
Community Healthcare Trust Incorporated COM 20369C106 7,446 156,888 SH   SOLE   1,955 0 154,933
ConocoPhillips COM 20825C104 5,856 96,150 SH   SOLE   650 0 95,500
Constellation Brands, Inc. CL A 21036P108 61,335 262,240 SH   SOLE   1,215 0 261,025
Construction Partners, Inc. COM CL A 21044C107 8,551 272,323 SH   SOLE   3,405 0 268,918
Cooper Companies, Inc. (The) COM 216648402 16,352 41,265 SH   SOLE   350 0 40,915
Copart, Inc. COM 217204106 60,300 457,405 SH   SOLE   1,405 0 456,000
Costco Wholesale Corporation COM 22160K105 41,682 105,345 SH   SOLE   345 0 105,000
Coupa Software, Inc. COM 22266L106 1,294 4,935 SH   SOLE   105 0 4,830
Covetrus, Inc. COM 22304C100 7,725 286,125 SH   SOLE   3,795 0 282,330
CVS Health Corporation COM 126650100 7,704 92,335 SH   SOLE   1,335 0 91,000
CyberArk Software Ltd. SHS M2682V108 15,981 122,675 SH   SOLE   1,295 0 121,380
CyrusOne Inc. COM 23283R100 12,924 180,709 SH   SOLE   2,320 0 178,389
Descartes Systems Group, Inc. COM 249906108 12,536 181,255 SH   SOLE   2,255 0 179,000
DexCom, Inc. COM 252131107 42,886 100,435 SH   SOLE   525 0 99,910
Digital Realty Trust, Inc. COM 253868103 6,168 40,996 SH   SOLE   284 0 40,712
Dominion Energy, Inc. COM 25746U109 6,028 81,935 SH   SOLE   1,235 0 80,700
Domino's Pizza, Inc. COM 25754A201 14,769 31,660 SH   SOLE   275 0 31,385
Dorman Products, Inc. COM 258278100 8,609 83,045 SH   SOLE   1,045 0 82,000
DuPont de Nemours, Inc. COM 26614N102 9,782 126,370 SH   SOLE   870 0 125,500
Eaton Corp. Plc SHS G29183103 6,490 43,800 SH   SOLE   300 0 43,500
Eli Lilly and Company COM 532457108 53,037 231,080 SH   SOLE   980 0 230,100
Emerson Electric Co. COM 291011104 6,804 70,695 SH   SOLE   495 0 70,200
Enterprise Products Partners L.P. COM 293792107 44,191 1,831,380 SH   SOLE   5,980 0 1,825,400
ePlus inc. COM 294268107 7,900 91,135 SH   SOLE   1,135 0 90,000
Equinix, Inc. COM PAR $0.001 29444U700 8,363 10,420 SH   SOLE   170 0 10,250
EVERTEC, Inc. COM 30040P103 9,424 215,900 SH   SOLE   2,690 0 213,210
ExlService Holdings, Inc. COM 302081104 10,038 94,470 SH   SOLE   1,515 0 92,955
Exponent, Inc. COM 30214U102 9,035 101,275 SH   SOLE   1,275 0 100,000
Facebook, Inc. CL A 30303M102 50,576 145,455 SH   SOLE   455 0 145,000
Fastenal Co. COM 311900104 67,800 1,303,855 SH   SOLE   6,540 0 1,297,315
Fidelity National Information Services, Inc. COM 31620M106 269 1,900 SH   SOLE   400 0 1,500
First Horizon National Corporation COM 320517105 28,432 1,645,397 SH   SOLE   17,085 0 1,628,312
Fiserv, Inc. COM 337738108 66,713 624,130 SH   SOLE   2,730 0 621,400
FleetCor Technologies, Inc. COM 339041105 17,430 68,070 SH   SOLE   580 0 67,490
Fortive Corporation COM 34959J108 59,831 857,910 SH   SOLE   4,430 0 853,480
Fortune Brands Home & Security, Inc. COM 34964C106 21,176 212,585 SH   SOLE   2,400 0 210,185
Gartner, Inc. COM 366651107 16,497 68,115 SH   SOLE   590 0 67,525
GCP Applied Technologies Inc. COM 36164Y101 6,618 284,540 SH   SOLE   3,540 0 281,000
Genuine Parts Company COM 372460105 8,642 68,335 SH   SOLE   835 0 67,500
Glacier Bancorp, Inc. COM 37637Q105 5,633 102,265 SH   SOLE   1,265 0 101,000
Global Payments Inc. COM 37940X102 56,823 302,993 SH   SOLE   1,245 0 301,748
Globus Medical Inc. CL A 379577208 13,952 179,960 SH   SOLE   1,560 0 178,400
Graco Inc. COM 384109104 13,411 177,155 SH   SOLE   1,535 0 175,620
Grocery Outlet Holding Corp. COM 39874R101 5,967 172,155 SH   SOLE   2,155 0 170,000
Hologic, Inc. COM 436440101 14,828 222,240 SH   SOLE   1,955 0 220,285
Home Depot, Inc. (The) COM 437076102 87,580 274,640 SH   SOLE   1,175 0 273,465
Honeywell International Inc. COM 438516106 65,588 299,010 SH   SOLE   1,410 0 297,600
Huntington Bancshares Incorporated COM 446150104 71 5,000 SH   SOLE   0 0 5,000
i3 Verticals, Inc. - Class A COM CL A 46571Y107 9,334 308,865 SH   SOLE   3,865 0 305,000
IAA, Inc. COM 449253103 22,357 409,920 SH   SOLE   5,120 0 404,800
ICF International, Inc. COM 44925C103 7,829 89,110 SH   SOLE   1,110 0 88,000
ICON plc SHS G4705A100 10,621 51,380 SH   SOLE   610 0 50,770
IDEX Corporation COM 45167R104 15,543 70,635 SH   SOLE   610 0 70,025
IHS Markit Ltd. SHS 451734107 45 400 SH   SOLE   0 0 400
Illinois Tool Works Inc. COM 452308109 61,137 273,470 SH   SOLE   1,375 0 272,095
InMode Ltd. SHS M5425M103 9,103 96,145 SH   SOLE   1,140 0 95,005
Insulet Corporation COM 45784P101 9,059 33,000 SH   SOLE   285 0 32,715
Intercontinental Exchange, Inc. COM 45866F104 54,178 456,430 SH   SOLE   1,430 0 455,000
International Business Machines Corporation COM 459200101 8,636 58,915 SH   SOLE   415 0 58,500
IQVIA Holdings Inc. COM 46266C105 21,318 87,975 SH   SOLE   766 0 87,209
iShares Russell 2000 Value ETF RUS 2000 VAL ETF 464287630 5,830 35,170 SH   SOLE   0 0 35,170
J & J Snack Foods Corp. COM 466032109 6,090 34,920 SH   SOLE   440 0 34,480
Jack Henry & Associates, Inc. COM 426281101 13,853 84,722 SH   SOLE   720 0 84,002
Johnson & Johnson COM 478160104 55,891 339,265 SH   SOLE   1,665 0 337,600
JPMorgan Chase & Co. COM 46625H100 59,514 382,630 SH   SOLE   1,860 0 380,770
Juniper Networks, Inc. COM 48203R104 6,335 231,620 SH   SOLE   1,620 0 230,000
KAR Auction Services, Inc. COM 48238T109 6,666 379,805 SH   SOLE   4,805 0 375,000
KLA Corporation COM NEW 482480100 25,935 79,995 SH   SOLE   455 0 79,540
Knight Transportation, Inc. COM 499064103 8,086 177,860 SH   SOLE   3,560 0 174,300
L3Harris Technologies, Inc. COM 502431109 17,033 78,800 SH   SOLE   670 0 78,130
Laboratory Corporation of America Holdings COM NEW 50540R409 53,217 192,920 SH   SOLE   820 0 192,100
Lamb Weston Holdings, Inc. COM 513272104 12,540 155,470 SH   SOLE   1,305 0 154,165
Lattice Semiconductor Corporation COM 518415104 7,333 130,535 SH   SOLE   1,565 0 128,970
La-Z-Boy Incorporated COM 505336107 8,652 233,590 SH   SOLE   2,945 0 230,645
Lennox International Inc. COM 526107107 18,471 52,655 SH   SOLE   435 0 52,220
LHC Group, Inc. COM 50187A107 7,338 36,640 SH   SOLE   485 0 36,155
Lincoln Electric Holdings, Inc. COM 533900106 5,383 40,870 SH   SOLE   670 0 40,200
LivaNova PLC SHS G5509L101 14,515 172,573 SH   SOLE   1,610 0 170,963
Marsh & McLennan Companies, Inc. COM 571748102 14 100 SH   SOLE   0 0 100
Marten Transport, Ltd. COM 573075108 7,359 446,247 SH   SOLE   5,598 0 440,649
Mastercard Incorporated CL A 57636Q104 66,003 180,785 SH   SOLE   785 0 180,000
Maxim Integrated Products, Inc. COM 57772K101 14,978 142,160 SH   SOLE   1,110 0 141,050
McDonald's Corporation COM 580135101 41,778 180,865 SH   SOLE   765 0 180,100
Medtronic Public Limited Company SHS G5960L103 69,490 559,820 SH   SOLE   2,720 0 557,100
Merck & Co., Inc. COM 58933Y105 51,896 667,307 SH   SOLE   3,720 0 663,587
Mercury Systems, Inc. COM 589378108 7,719 116,460 SH   SOLE   1,460 0 115,000
Mettler-Toledo International Inc. COM 592688105 18,785 13,560 SH   SOLE   115 0 13,445
Microchip Technology Inc. COM 595017104 30,394 202,980 SH   SOLE   1,885 0 201,095
Microsoft Corporation COM 594918104 172,119 635,360 SH   SOLE   2,510 0 632,850
Mimecast Limted ORD SHS G14838109 8,048 151,715 SH   SOLE   1,915 0 149,800
Model N, Inc. COM 607525102 8,485 247,589 SH   SOLE   3,260 0 244,329
Mondelez International, Inc. CL A 609207105 50,619 810,690 SH   SOLE   3,890 0 806,800
Morningstar, Inc. COM 617700109 9,057 35,225 SH   SOLE   425 0 34,800
Murphy USA Inc. COM 626755102 9,250 69,355 SH   SOLE   855 0 68,500
Newell Brands Inc. COM 651229106 7,332 266,905 SH   SOLE   1,905 0 265,000
NexPoint Residential Trust, Inc. COM 65341D102 8,585 156,155 SH   SOLE   1,955 0 154,200
NextEra Energy, Inc. COM 65339F101 7,181 98,000 SH   SOLE   1,300 0 96,700
Nomad Foods Ltd. USD ORD SHS G6564A105 9,036 319,620 SH   SOLE   3,820 0 315,800
Nordson Corporation COM 655663102 17,256 78,610 SH   SOLE   680 0 77,930
Northern Trust Corporation COM 665859104 31,431 271,845 SH   SOLE   2,580 0 269,265
NuVasive, Inc. COM 670704105 8,408 124,055 SH   SOLE   1,555 0 122,500
NVIDIA Corporation COM 67066G104 64,224 80,270 SH   SOLE   270 0 80,000
Old Dominion Freight Line, Inc. COM 679580100 15,368 60,550 SH   SOLE   525 0 60,025
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 16,990 201,949 SH   SOLE   2,015 0 199,934
Omnicell, Inc. COM 68213N109 11,911 78,645 SH   SOLE   945 0 77,700
Onto Innovation, Inc. COM 683344105 7,724 105,755 SH   SOLE   1,325 0 104,430
O'Reilly Automotive, Inc. COM 67103H107 86,563 152,881 SH   SOLE   690 0 152,191
Pacira Biosciences, Inc. COM 695127100 6,999 115,335 SH   SOLE   1,455 0 113,880
Palo Alto Networks, Inc. COM 697435105 60,607 163,340 SH   SOLE   915 0 162,425
Patrick Industries, Inc. COM 703343103 6,283 86,070 SH   SOLE   1,070 0 85,000
Paylocity Holding Corporation COM 70438V106 19,376 101,550 SH   SOLE   1,025 0 100,525
PepsiCo, Inc. COM 713448108 15 100 SH   SOLE   0 0 100
PerkinElmer, Inc. COM 714046109 19,078 123,555 SH   SOLE   1,095 0 122,460
Petco Health and Wellness Company Inc. COM 71601V105 7,366 328,690 SH   SOLE   4,125 0 324,565
Philip Morris International Inc. COM 718172109 5,340 53,875 SH   SOLE   375 0 53,500
PNC Financial Services Group, Inc. COM 693475105 10,714 56,165 SH   SOLE   765 0 55,400
Power Integrations, Inc. COM 739276103 22,246 271,090 SH   SOLE   2,830 0 268,260
Prestige Brands Holdings, Inc. COM 74112D101 8,441 162,015 SH   SOLE   2,015 0 160,000
Proctor & Gamble Company (The) COM 742718109 7,323 54,275 SH   SOLE   775 0 53,500
PTC Inc. COM 69370C100 20,151 142,655 SH   SOLE   1,215 0 141,440
Q2 Holdings, Inc. COM 74736L109 8,103 78,995 SH   SOLE   995 0 78,000
Qualys, Inc. COM 74758T303 7,083 70,345 SH   SOLE   845 0 69,500
Rapid7 Inc. COM 753422104 8,048 85,050 SH   SOLE   1,030 0 84,020
Raymond James Financial, Inc. COM 754730109 27,247 209,755 SH   SOLE   2,210 0 207,545
Repay Holdings Corp. COM CL A 76029L100 8,399 349,380 SH   SOLE   4,380 0 345,000
Republic Services, Inc. COM 760759100 15,975 145,210 SH   SOLE   1,245 0 143,965
ResMed Inc. COM 761152107 19,502 79,110 SH   SOLE   725 0 78,385
RingCentral, Inc. CL A 76680R206 58 200 SH   SOLE   0 0 200
Ritchie Bros. Auctioneers Incorporated COM 767744105 9,605 162,025 SH   SOLE   2,025 0 160,000
Roper Technologies, Inc. COM 776696106 37,734 80,250 SH   SOLE   250 0 80,000
S&P Global Inc. COM 78409V104 65,875 160,495 SH   SOLE   495 0 160,000
SailPoint Technologies Holdings, Inc. COM 78781P105 5,043 98,745 SH   SOLE   1,245 0 97,500
salesforce.com, inc. COM 79466L302 44,472 182,060 SH   SOLE   825 0 181,235
Semtech Corporation COM 816850101 6,974 101,370 SH   SOLE   1,270 0 100,100
Service Corporation International COM 817565104 15,217 283,960 SH   SOLE   2,445 0 281,515
ServiceNow, Inc. COM 81762P102 41,628 75,750 SH   SOLE   250 0 75,500
Skyworks Solutions, Inc. COM 83088M102 87,742 457,585 SH   SOLE   2,050 0 455,535
Smith & Nephew plc SPDN ADR NEW 83175M205 20,548 473,020 SH   SOLE   3,705 0 469,315
SPS Commerce, Inc. COM 78463M107 5,281 52,890 SH   SOLE   650 0 52,240
Stanley Black & Decker Inc. COM 854502101 10,111 49,325 SH   SOLE   725 0 48,600
Starbucks Corporation COM 855244109 50,476 451,440 SH   SOLE   1,440 0 450,000
STERIS plc SHS USD G8473T100 17,490 84,780 SH   SOLE   730 0 84,050
Syneos Health, Inc. CL A 87166B102 10,320 115,320 SH   SOLE   1,420 0 113,900
Synopsys, Inc. COM 871607107 38,859 140,900 SH   SOLE   465 0 140,435
Sysco Corporation COM 871829107 9,157 117,780 SH   SOLE   1,580 0 116,200
Tactile Systems Technology, Inc. COM 87357P100 9,171 176,370 SH   SOLE   2,310 0 174,060
Tandem Diabetes Care, Inc. COM NEW 875372203 15,002 154,028 SH   SOLE   1,560 0 152,468
Target Corporation COM 87612E106 9,517 39,370 SH   SOLE   270 0 39,100
Teledyne Technologies Incorporated COM 879360105 13,118 31,320 SH   SOLE   275 0 31,045
Teleflex Incorporated COM 879369106 15,299 38,078 SH   SOLE   365 0 37,713
Tenable Holdings, Inc. COM 88025T102 7,059 170,715 SH   SOLE   2,130 0 168,585
Texas Instruments Incorporated COM 882508104 62,219 323,550 SH   SOLE   1,550 0 322,000
Thermo Fisher Scientific Inc. COM 883556102 88,827 176,079 SH   SOLE   710 0 175,369
TJX Companies, Inc. (The) COM 872540109 65,860 976,855 SH   SOLE   4,355 0 972,500
TransUnion COM 89400J107 26,651 242,705 SH   SOLE   2,110 0 240,595
Travel plus Leisure Co. COM 894164102 4,945 83,180 SH   SOLE   680 0 82,500
Truist Financial Corporation COM 89832Q109 48,226 868,945 SH   SOLE   3,745 0 865,200
Twilio Inc. - Class A CL A 90138F102 8,752 22,205 SH   SOLE   195 0 22,010
UFP Technologies, Inc. COM 902673102 5,541 96,502 SH   SOLE   1,210 0 95,292
Ulta Beauty, Inc. COM 903845303 67,946 196,505 SH   SOLE   1,125 0 195,380
UnitedHealth Group Incorporated COM 91324P102 56,336 140,685 SH   SOLE   635 0 140,050
US Foods Holding Corp. COM 912008109 69 1,800 SH   SOLE   0 0 1,800
V.F. Corporation COM 918204108 5,117 62,375 SH   SOLE   375 0 62,000
Veeva Systems Inc. - Class A CL A COM 922475108 10,669 34,310 SH   SOLE   295 0 34,015
Verisk Analytics, Inc. COM 92345Y106 18,436 105,515 SH   SOLE   960 0 104,555
Verizon Communications Inc. COM 92343V104 7,869 140,450 SH   SOLE   950 0 139,500
Visa Inc. COM CL A 92826C839 97,338 416,295 SH   SOLE   1,295 0 415,000
Vocera Communicaitons, Inc. COM 92857F107 8,968 225,041 SH   SOLE   2,795 0 222,246
Vontier Corp. COM 928881101 7,361 225,942 SH   SOLE   1,887 0 224,055
Vulcan Material Company COM 929160109 18,548 106,555 SH   SOLE   915 0 105,640
W.P. Carey Inc. COM 92936U109 7,836 105,015 SH   SOLE   715 0 104,300
W.W. Grainger, Inc. COM 38267D109 5,072 11,580 SH   SOLE   80 0 11,500
Webster Financial Corporation COM 947890109 17,580 329,575 SH   SOLE   2,860 0 326,715
WEC Energy Group, Inc. COM 92939U106 3,090 34,735 SH   SOLE   735 0 34,000
Wendy's Company (The) COM 95058W100 9,845 420,360 SH   SOLE   3,740 0 416,620
Westinghouse Air Brake Technologies Corporation COM 929740108 16,436 199,712 SH   SOLE   1,890 0 197,822
Williams Companies, Inc. (The) COM 969457100 538 20,248 SH   SOLE   65 0 20,183
Wix.com Ltd. SHS M98068105 16,044 55,270 SH   SOLE   475 0 54,795
WNS (Holdings) Limited SPON ADR 92932M101 9,965 124,770 SH   SOLE   1,485 0 123,285
Workday, Inc. CL A 98138H101 38,916 163,005 SH   SOLE   505 0 162,500
Xilinx, Inc. COM 983919101 40,637 280,955 SH   SOLE   955 0 280,000
Zendesk, Inc. COM 98936J101 16,599 115,000 SH   SOLE   1,000 0 114,000