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
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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
A.O. Smith Corporation COM 831865209 28,150 327,900 SH   SOLE   3,715 0 324,185
Abbott Laboratories COM 002824100 8,872 63,035 SH   SOLE   835 0 62,200
AbbVie, Inc. COM 00287Y109 7,229 53,390 SH   SOLE   390 0 53,000
Adobe Inc. COM 00724F101 50,372 88,830 SH   SOLE   400 0 88,430
Air Products and Chemicals, Inc. COM 009158106 67,057 220,395 SH   SOLE   1,025 0 219,370
Alcon, Inc. ORD SHS H01301128 52,982 608,145 SH   SOLE   2,945 0 605,200
Alphabet Inc. CAP STK CL C 02079K107 176,552 61,015 SH   SOLE   235 0 60,780
Altra Industrial Motion Corp. COM 02208R106 7,188 139,385 SH   SOLE   1,690 0 137,695
Amazon.com, Inc. COM 023135106 66,904 20,065 SH   SOLE   65 0 20,000
American Eagle Outfitters, Inc. COM 02553E106 7,778 307,190 SH   SOLE   2,190 0 305,000
AMETEK, Inc. COM 031100100 18,914 128,630 SH   SOLE   1,095 0 127,535
Analog Devices, Inc. COM 032654105 12,022 68,395 SH   SOLE   765 0 67,630
Anaplan, Inc. COM 03272L108 16,659 363,335 SH   SOLE   3,140 0 360,195
Aon plc SHS CL A G0403H108 83,691 278,450 SH   SOLE   890 0 277,560
Apple, Inc. COM 037833100 152,528 858,975 SH   SOLE   3,135 0 855,840
Applied Materials, Inc. COM 038222105 25,324 160,930 SH   SOLE   830 0 160,100
AptarGroup, Inc. COM 038336103 19,354 158,015 SH   SOLE   1,965 0 156,050
Arthur J. Gallagher & Co. COM 363576109 221 1,300 SH   SOLE   0 0 1,300
AtriCure, Inc. COM 04963C209 6,801 97,810 SH   SOLE   1,220 0 96,590
Avery Dennison Corporation COM 053611109 7,891 36,435 SH   SOLE   535 0 35,900
AZEK Company Inc. CL A 05478C105 10,940 236,590 SH   SOLE   2,920 0 233,670
Bandwidth Inc. COM CL A 05988J103 7,033 98,005 SH   SOLE   1,225 0 96,780
Beacon Roofing Supply, Inc. COM 073685109 9,059 157,965 SH   SOLE   1,975 0 155,990
Best Buy Co., Inc. COM 086516101 5,409 53,240 SH   SOLE   940 0 52,300
BJ's Wholesale Club Holdings, Inc. COM 05550J101 20,669 308,631 SH   SOLE   2,540 0 306,091
BlackLine, Inc. COM 09239B109 6,747 65,165 SH   SOLE   820 0 64,345
BlackRock, Inc. COM 09247X101 6,404 6,995 SH   SOLE   45 0 6,950
Blackstone Inc. COM 09260D107 220 1,700 SH   SOLE   0 0 1,700
Boston Scientific Corporation COM 101137107 47,673 1,122,250 SH   SOLE   5,250 0 1,117,000
Broadcom Inc. COM 11135F101 10,384 15,605 SH   SOLE   105 0 15,500
Broadridge Financial Solutions, Inc. COM 11133T103 21,670 118,530 SH   SOLE   1,000 0 117,530
Brown & Brown, Inc. COM 115236101 10,450 148,690 SH   SOLE   1,810 0 146,880
Builders FirstSource, Inc. COM 12008R107 13,322 155,434 SH   SOLE   1,961 0 153,473
Burlington Stores, Inc. COM 122017106 17,649 60,545 SH   SOLE   510 0 60,035
Cadence Design Systems, Inc. COM 127387108 46,840 251,355 SH   SOLE   815 0 250,540
CarMax, Inc. COM 143130102 17,684 135,790 SH   SOLE   1,670 0 134,120
Carriage Services, Inc. COM 143905107 8,322 129,150 SH   SOLE   1,530 0 127,620
CBRE Group, Inc. CL A 12504L109 74,024 682,185 SH   SOLE   3,865 0 678,320
CDW Corporation COM 12514G108 24,367 118,990 SH   SOLE   975 0 118,015
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 433 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107 19,472 51,680 SH   SOLE   435 0 51,245
Charles Schwab Corporation (The) COM 808513105 76,477 909,355 SH   SOLE   4,355 0 905,000
Chevron Corporation COM 166764100 12,174 103,740 SH   SOLE   740 0 103,000
Chipotle Mexican Grill, Inc. COM 169656105 8,339 4,770 SH   SOLE   40 0 4,730
Chubb Limited COM H1467J104 64,940 335,935 SH   SOLE   1,635 0 334,300
Cintas Corporation COM 172908105 97,677 220,405 SH   SOLE   710 0 219,695
Cisco Systems, Inc. COM 17275R102 13,045 205,860 SH   SOLE   1,860 0 204,000
Citizens Financial Group, Inc. COM 174610105 19,350 409,522 SH   SOLE   3,425 0 406,097
CMS Energy Corporation COM 125896100 5,843 89,825 SH   SOLE   625 0 89,200
Coca-Cola Company (The) COM 191216100 9,016 152,270 SH   SOLE   2,070 0 150,200
Cohen & Steers, Inc. COM 19247A100 16,954 183,270 SH   SOLE   2,735 0 180,535
ConocoPhillips COM 20825C104 7,813 108,250 SH   SOLE   750 0 107,500
Constellation Brands, Inc. CL A 21036P108 66,688 265,720 SH   SOLE   1,200 0 264,520
Construction Partners, Inc. COM CL A 21044C107 8,506 289,238 SH   SOLE   3,610 0 285,628
Cooper Companies, Inc. (The) COM NEW 216648402 16,167 38,590 SH   SOLE   315 0 38,275
Copart, Inc. COM 217204106 59,635 393,320 SH   SOLE   1,275 0 392,045
Costco Wholesale Corporation COM 22160K105 59,799 105,335 SH   SOLE   335 0 105,000
Covetrus, Inc. COM 22304C100 7,701 385,610 SH   SOLE   4,725 0 380,885
CVS Health Corporation COM 126650100 9,525 92,335 SH   SOLE   1,335 0 91,000
CyberArk Software Ltd. SHS M2682V108 21,236 122,555 SH   SOLE   1,185 0 121,370
CyrusOne Inc. COM 23283R100 63 700 SH   SOLE   0 0 700
Descartes Systems Group, Inc. COM 249906108 13,574 164,180 SH   SOLE   2,020 0 162,160
DexCom, Inc. COM 252131107 53,870 100,325 SH   SOLE   415 0 99,910
Digital Realty Trust, Inc. COM 253868103 7,251 40,996 SH   SOLE   284 0 40,712
Dominion Energy, Inc. COM 25746U109 6,385 81,280 SH   SOLE   580 0 80,700
Domino's Pizza, Inc. COM 25754A201 16,450 29,150 SH   SOLE   250 0 28,900
Dorman Products, Inc. COM 258278100 9,384 83,035 SH   SOLE   1,035 0 82,000
DuPont de Nemours, Inc. COM 26614N102 10,212 126,415 SH   SOLE   915 0 125,500
Eaton Corp. Plc SHS G29183103 7,570 43,800 SH   SOLE   300 0 43,500
Eli Lilly and Company COM 532457108 50,494 182,805 SH   SOLE   730 0 182,075
Enterprise Products Partners L.P. COM 293792107 40,217 1,831,380 SH   SOLE   5,980 0 1,825,400
ePlus inc. COM 294268107 8,693 161,340 SH   SOLE   1,960 0 159,380
Equinix, Inc. COM 29444U700 8,814 10,420 SH   SOLE   170 0 10,250
EVERTEC, Inc. COM 30040P103 10,791 215,910 SH   SOLE   2,700 0 213,210
ExlService Holdings, Inc. COM 302081104 12,046 83,210 SH   SOLE   1,360 0 81,850
Exponent, Inc. COM 30214U102 9,386 80,405 SH   SOLE   1,010 0 79,395
Fastenal Co. COM 311900104 81,587 1,273,605 SH   SOLE   5,425 0 1,268,180
First Horizon National Corporation COM 320517105 26,052 1,595,322 SH   SOLE   16,395 0 1,578,927
Fiserv, Inc. COM 337738108 72,577 699,265 SH   SOLE   3,045 0 696,220
FleetCor Technologies, Inc. COM 339041105 15,233 68,055 SH   SOLE   570 0 67,485
Fortive Corporation COM 34959J108 66,704 874,345 SH   SOLE   4,620 0 869,725
Fortune Brands Home & Security, Inc. COM 34964C106 19,498 182,395 SH   SOLE   2,130 0 180,265
Gartner, Inc. COM 366651107 16,507 49,375 SH   SOLE   420 0 48,955
GCP Applied Technologies Inc. COM 36164Y101 9,009 284,550 SH   SOLE   3,550 0 281,000
Genuine Parts Company COM 372460105 5,192 37,030 SH   SOLE   430 0 36,600
Glacier Bancorp, Inc. COM 37637Q105 5,799 102,270 SH   SOLE   1,270 0 101,000
Global Payments Inc. COM 37940X102 52,944 391,658 SH   SOLE   1,765 0 389,893
Globus Medical Inc. CL A 379577208 12,990 179,920 SH   SOLE   1,540 0 178,380
Graco Inc. COM 384109104 15,578 193,225 SH   SOLE   1,730 0 191,495
Hologic, Inc. COM 436440101 17,005 222,115 SH   SOLE   1,855 0 220,260
Home Depot, Inc. (The) COM 437076102 113,953 274,580 SH   SOLE   1,155 0 273,425
Honeywell International Inc. COM 438516106 62,342 298,990 SH   SOLE   1,390 0 297,600
Huntington Bancshares Incorporated COM 446150104 77 5,000 SH   SOLE   0 0 5,000
i3 Verticals, Inc. - Class A COM CL A 46571Y107 7,589 333,015 SH   SOLE   4,055 0 328,960
IAA, Inc. COM 449253103 20,698 408,895 SH   SOLE   4,130 0 404,765
ICF International, Inc. COM 44925C103 9,138 89,105 SH   SOLE   1,105 0 88,000
ICON plc SHS G4705A100 341 1,100 SH   SOLE   0 0 1,100
IDEX Corporation COM 45167R104 16,690 70,625 SH   SOLE   605 0 70,020
Illinois Tool Works Inc. COM 452308109 75,738 306,880 SH   SOLE   1,455 0 305,425
InMode Ltd. SHS M5425M103 6,708 95,045 SH   SOLE   1,280 0 93,765
Insulet Corporation COM 45784P101 8,778 32,990 SH   SOLE   280 0 32,710
Intercontinental Exchange, Inc. COM 45866F104 62,431 456,465 SH   SOLE   1,465 0 455,000
International Business Machines Corporation COM 459200101 7,875 58,915 SH   SOLE   415 0 58,500
IQVIA Holdings Inc. COM 46266C105 21,588 76,515 SH   SOLE   656 0 75,859
J & J Snack Foods Corp. COM 466032109 6,957 44,040 SH   SOLE   535 0 43,505
Jack Henry & Associates, Inc. COM 426281101 14,144 84,697 SH   SOLE   705 0 83,992
Johnson & Johnson COM 478160104 57,703 337,305 SH   SOLE   1,705 0 335,600
JPMorgan Chase & Co. COM 46625H100 60,586 382,605 SH   SOLE   1,835 0 380,770
Juniper Networks, Inc. COM 48203R104 8,991 251,775 SH   SOLE   1,775 0 250,000
KAR Auction Services, Inc. COM 48238T109 6,803 435,560 SH   SOLE   5,515 0 430,045
KLA Corporation COM NEW 482480100 31,060 72,215 SH   SOLE   395 0 71,820
Knight-Swift Transportation Holdings Inc. CL A 499049104 10,840 177,875 SH   SOLE   3,575 0 174,300
L3Harris Technologies, Inc. COM 502431109 16,802 78,795 SH   SOLE   675 0 78,120
Laboratory Corporation of America Holdings COM NEW 50540R409 58,559 186,370 SH   SOLE   785 0 185,585
Lamb Weston Holdings, Inc. COM 513272104 16,344 257,881 SH   SOLE   2,140 0 255,741
Lattice Semiconductor Corporation COM 518415104 7,681 99,680 SH   SOLE   1,245 0 98,435
La-Z-Boy Incorporated COM 505336107 8,480 233,550 SH   SOLE   2,905 0 230,645
Lennox International Inc. COM 526107107 14,874 45,855 SH   SOLE   390 0 45,465
Leslie's, Inc. COM 527064109 10,366 438,120 SH   SOLE   5,480 0 432,640
LHC Group, Inc. COM 50187A107 7,819 56,980 SH   SOLE   625 0 56,355
Lincoln Electric Holdings, Inc. COM 533900106 6,404 45,920 SH   SOLE   720 0 45,200
LivaNova PLC SHS G5509L101 14,087 161,118 SH   SOLE   1,385 0 159,733
Lockheed Martin Corporation COM 539830109 5,191 14,605 SH   SOLE   105 0 14,500
M.D.C. Holdings, Inc. COM 552676108 5,484 98,230 SH   SOLE   730 0 97,500
Marsh & McLennan Companies, Inc. COM 571748102 17 100 SH   SOLE   0 0 100
Marten Transport, Ltd. COM 573075108 7,658 446,272 SH   SOLE   5,623 0 440,649
Mastercard Incorporated CL A 57636Q104 71,402 198,715 SH   SOLE   855 0 197,860
McDonald's Corporation COM 580135101 48,489 180,880 SH   SOLE   780 0 180,100
Medtronic plc SHS G5960L103 64,103 619,655 SH   SOLE   3,175 0 616,480
Merck & Co., Inc. COM 58933Y105 54,731 714,127 SH   SOLE   3,970 0 710,157
Meta Platforms Inc. CL A 30303M102 60,669 180,375 SH   SOLE   590 0 179,785
Mettler-Toledo International Inc. COM 592688105 21,690 12,780 SH   SOLE   110 0 12,670
Microchip Technology Inc. COM 595017104 32,708 375,700 SH   SOLE   3,540 0 372,160
Microsoft Corporation COM 594918104 209,514 622,960 SH   SOLE   2,430 0 620,530
Mimecast Limted ORD SHS G14838109 10,059 126,415 SH   SOLE   1,535 0 124,880
Model N, Inc. COM 607525102 8,195 272,884 SH   SOLE   3,575 0 269,309
Mondelez International, Inc. CL A 609207105 53,763 810,780 SH   SOLE   3,980 0 806,800
Morningstar, Inc. COM 617700109 10,720 31,345 SH   SOLE   390 0 30,955
Murphy USA Inc. COM 626755102 11,379 57,110 SH   SOLE   710 0 56,400
Newell Brands Inc. COM 651229106 6,929 317,255 SH   SOLE   2,255 0 315,000
NexPoint Residential Trust, Inc. COM 65341D102 7,349 87,670 SH   SOLE   1,110 0 86,560
NextEra Energy, Inc. COM 65339F101 9,149 98,000 SH   SOLE   1,300 0 96,700
Nomad Foods Ltd. USD ORD SHS G6564A105 8,114 319,570 SH   SOLE   3,770 0 315,800
Nordson Corporation COM 655663102 20,062 78,590 SH   SOLE   670 0 77,920
Northern Trust Corporation COM 665859104 32,520 271,880 SH   SOLE   2,635 0 269,245
NuVasive, Inc. COM 670704105 5,995 114,240 SH   SOLE   1,560 0 112,680
NVIDIA Corporation COM 67066G104 94,421 321,040 SH   SOLE   1,040 0 320,000
Old Dominion Freight Line, Inc. COM 679580100 21,695 60,535 SH   SOLE   520 0 60,015
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 4,063 79,365 SH   SOLE   985 0 78,380
Omnicell, Inc. COM 68213N109 14,191 78,645 SH   SOLE   945 0 77,700
Onto Innovation, Inc. COM 683344105 7,418 73,281 SH   SOLE   1,320 0 71,961
O'Reilly Automotive, Inc. COM 67103H107 107,906 152,791 SH   SOLE   675 0 152,116
Ortho Clinical Diagnostics Holdings Plc ORD SHS G6829J107 8,746 408,905 SH   SOLE   4,995 0 403,910
Pacira Biosciences, Inc. COM 695127100 8,575 142,505 SH   SOLE   1,790 0 140,715
PagSeguro Digital Ltd. COM CL A G68707101 10,089 384,768 SH   SOLE   2,905 0 381,863
Palo Alto Networks, Inc. COM 697435105 90,849 163,175 SH   SOLE   880 0 162,295
Patrick Industries, Inc. COM 703343103 7,252 89,880 SH   SOLE   1,090 0 88,790
Paylocity Holding Corporation COM 70438V106 23,977 101,530 SH   SOLE   1,010 0 100,520
PayPal Holdings Inc. COM 70450Y103 43,005 228,045 SH   SOLE   775 0 227,270
PepsiCo, Inc. COM 713448108 17 100 SH   SOLE   0 0 100
PerkinElmer, Inc. COM 714046109 22,936 114,075 SH   SOLE   965 0 113,110
Petco Health and Wellness Company Inc. COM 71601V105 9,348 472,335 SH   SOLE   5,960 0 466,375
Philip Morris International Inc. COM 718172109 5,118 53,875 SH   SOLE   375 0 53,500
PNC Financial Services Group, Inc. COM 693475105 11,266 56,185 SH   SOLE   785 0 55,400
Power Integrations, Inc. COM 739276103 25,176 271,030 SH   SOLE   2,790 0 268,240
PPG Industries, Inc. COM 693506107 40,142 232,790 SH   SOLE   640 0 232,150
Prestige Consumer Healthcare Inc. COM 74112D101 9,827 162,035 SH   SOLE   2,035 0 160,000
Proctor & Gamble Company (The) COM 742718109 8,878 54,275 SH   SOLE   775 0 53,500
PTC Inc. COM 69370C100 17,291 142,725 SH   SOLE   1,200 0 141,525
Q2 Holdings, Inc. COM 74736L109 7,109 89,485 SH   SOLE   1,135 0 88,350
Qualys, Inc. COM 74758T303 9,657 70,375 SH   SOLE   875 0 69,500
Rapid7 Inc. COM 753422104 7,966 67,690 SH   SOLE   825 0 66,865
Raymond James Financial, Inc. COM 754730109 29,863 297,436 SH   SOLE   3,224 0 294,212
Repay Holdings Corp. COM CL A 76029L100 7,247 396,639 SH   SOLE   5,000 0 391,639
Republic Services, Inc. COM 760759100 20,241 145,150 SH   SOLE   1,205 0 143,945
ResMed Inc. COM 761152107 17,171 65,920 SH   SOLE   560 0 65,360
RingCentral, Inc. CL A 76680R206 12,081 64,482 SH   SOLE   555 0 63,927
Ritchie Bros. Auctioneers Incorporated COM 767744105 9,919 162,045 SH   SOLE   2,045 0 160,000
Roper Technologies, Inc. COM 776696106 39,477 80,260 SH   SOLE   260 0 80,000
S&P Global Inc. COM 78409V104 75,754 160,520 SH   SOLE   520 0 160,000
SailPoint Technologies Holdings, Inc. COM 78781P105 4,774 98,750 SH   SOLE   1,250 0 97,500
salesforce.com, inc. COM 79466L302 55,240 217,370 SH   SOLE   1,015 0 216,355
Scotts Miracle-Gro Company (The) - Class A CL A 810186106 4,460 27,700 SH   SOLE   200 0 27,500
Semtech Corporation COM 816850101 9,367 105,335 SH   SOLE   1,325 0 104,010
Service Corporation International COM 817565104 20,153 283,890 SH   SOLE   2,415 0 281,475
ServiceNow, Inc. COM 81762P102 49,167 75,745 SH   SOLE   245 0 75,500
Skyworks Solutions, Inc. COM 83088M102 70,994 457,615 SH   SOLE   2,095 0 455,520
Smith & Nephew plc SPDN ADR NEW 83175M205 17,069 493,050 SH   SOLE   3,850 0 489,200
SPS Commerce, Inc. COM 78463M107 7,774 54,610 SH   SOLE   675 0 53,935
Stanley Black & Decker Inc. COM 854502101 9,304 49,325 SH   SOLE   725 0 48,600
Starbucks Corporation COM 855244109 52,802 451,415 SH   SOLE   1,415 0 450,000
STERIS plc SHS USD G8473T100 20,627 84,740 SH   SOLE   705 0 84,035
Stevanato Group SpA ORD SHS T9224W109 9,010 401,315 SH   SOLE   3,520 0 397,795
Syneos Health, Inc. CL A 87166B102 11,823 115,140 SH   SOLE   1,440 0 113,700
Synopsys, Inc. COM 871607107 54,332 147,440 SH   SOLE   455 0 146,985
Sysco Corporation COM 871829107 10,125 128,895 SH   SOLE   1,695 0 127,200
Tandem Diabetes Care, Inc. COM NEW 875372203 23,586 156,698 SH   SOLE   1,675 0 155,023
Target Corporation COM 87612E106 8,298 35,855 SH   SOLE   255 0 35,600
Teledyne Technologies Incorporated COM 879360105 13,679 31,310 SH   SOLE   270 0 31,040
Teleflex Incorporated COM 879369106 14,760 44,933 SH   SOLE   390 0 44,543
Tenable Holdings, Inc. COM 88025T102 8,795 159,700 SH   SOLE   1,970 0 157,730
Texas Instruments Incorporated COM 882508104 61,021 323,770 SH   SOLE   1,465 0 322,305
Thermo Fisher Scientific Inc. COM 883556102 94,274 141,289 SH   SOLE   610 0 140,679
TJX Companies, Inc. (The) COM 872540109 74,106 976,100 SH   SOLE   4,600 0 971,500
TransUnion COM 89400J107 28,770 242,620 SH   SOLE   2,050 0 240,570
Travel plus Leisure Co. COM 894164102 8,071 146,035 SH   SOLE   1,035 0 145,000
Truist Financial Corporation COM 89832Q109 50,867 868,775 SH   SOLE   3,575 0 865,200
Twilio Inc. CL A 90138F102 5,846 22,200 SH   SOLE   195 0 22,005
UFP Technologies, Inc. COM 902673102 6,779 96,487 SH   SOLE   1,195 0 95,292
Ulta Beauty, Inc. COM 90384S303 80,998 196,435 SH   SOLE   1,065 0 195,370
UnitedHealth Group Incorporated COM 91324P102 70,651 140,700 SH   SOLE   650 0 140,050
US Foods Holding Corp. COM 912008109 63 1,800 SH   SOLE   0 0 1,800
Veeva Systems Inc. - Class A CL A COM 922475108 8,763 34,300 SH   SOLE   290 0 34,010
Verisk Analytics, Inc. COM 92345Y106 24,115 105,430 SH   SOLE   890 0 104,540
Verizon Communications Inc. COM 92343V104 7,300 140,495 SH   SOLE   995 0 139,500
Visa Inc. COM CL A 92826C839 90,222 416,325 SH   SOLE   1,325 0 415,000
Vocera Communicaitons, Inc. COM 92857F107 13,206 203,671 SH   SOLE   2,520 0 201,151
Vontier Corp. COM 928881101 27 880 SH   SOLE   0 0 880
Vulcan Materials Company COM 929160109 22,090 106,415 SH   SOLE   885 0 105,530
W.P. Carey Inc. COM 92936U109 8,620 105,055 SH   SOLE   755 0 104,300
W.W. Grainger, Inc. COM 384802104 6,001 11,580 SH   SOLE   80 0 11,500
Webster Financial Corporation COM 947890109 24,537 439,425 SH   SOLE   3,660 0 435,765
WEC Energy Group, Inc. COM 92939U106 3,372 34,735 SH   SOLE   735 0 34,000
Wendy's Company (The) COM 95058W100 10,036 420,815 SH   SOLE   4,215 0 416,600
Westinghouse Air Brake Technologies Corporation COM 929740108 18,378 199,517 SH   SOLE   1,725 0 197,792
Williams Companies, Inc. (The) COM 969457100 527 20,248 SH   SOLE   65 0 20,183
WNS (Holdings) Limited SPON ADR 92932M101 10,586 119,995 SH   SOLE   1,440 0 118,555
Workday, Inc. CL A 98138H101 44,535 163,025 SH   SOLE   525 0 162,500
Xilinx, Inc. COM 983919101 50,485 238,105 SH   SOLE   765 0 237,340
Zendesk, Inc. COM 98936J101 17,939 172,010 SH   SOLE   1,465 0 170,545