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 831865209 18,868 295,316 SH   SOLE   289,341 0 5,975
Abbott Laboratories COM 002824100 7,390 62,435 SH   SOLE   62,435 0 0
AbbVie, Inc. COM 00287Y109 8,655 53,390 SH   SOLE   53,390 0 0
Adobe Incorporated COM 00724F101 51,013 111,965 SH   SOLE   111,940 0 25
Advanced Micro Devices, Inc. COM 007903107 44,932 410,942 SH   SOLE   410,813 0 129
Air Products and Chemicals, Inc. COM 009158106 54,704 218,895 SH   SOLE   218,845 0 50
Alcon AG ORD SHS H01301128 48,244 608,145 SH   SOLE   607,945 0 200
Alphabet Inc. Class C CAP STK CL C 02079K107 161,588 57,855 SH   SOLE   57,645 0 210
Altra Industrial Motion Corp. COM 02208R106 5,431 139,515 SH   SOLE   139,515 0 0
Amazon.com, Inc. COM 023135106 76,348 23,420 SH   SOLE   23,415 0 5
American Eagle Outfitters, Inc. COM 02553E106 3,048 181,420 SH   SOLE   181,420 0 0
AMETEK, Inc. COM 031100100 17,584 132,035 SH   SOLE   128,615 0 3,420
Analog Devices, Inc. COM 032654105 11,281 68,295 SH   SOLE   65,165 0 3,130
Anaplan, Inc. COM 03272L108 19,664 302,295 SH   SOLE   294,515 0 7,780
Aon Plc Class A SHS CL A G0403H108 90,800 278,845 SH   SOLE   278,760 0 85
Apple Inc. COM 037833100 150,115 859,715 SH   SOLE   859,510 0 205
Applied Materials, Inc. COM 038222105 35,234 267,330 SH   SOLE   267,280 0 50
Aptargroup, Inc. COM 038336103 18,546 157,835 SH   SOLE   155,035 0 2,800
Arthur J. Gallagher & Co. COM 363576109 175 1,000 SH   SOLE   0 0 1,000
Astrazeneca PLC Sponsored ADR SPONSORED ADR 046353108 4,679 70,530 SH   SOLE   70,530 0 0
AtriCure, Inc. COM 04963C209 7,552 115,000 SH   SOLE   115,000 0 0
Avery Dennison Corporation COM 053611109 6,286 36,135 SH   SOLE   33,735 0 2,400
AZEK Company Inc Class A CL A 05478C105 6,508 262,000 SH   SOLE   262,000 0 0
Bandwidth Inc. Class A COM CL A 05988J103 1,860 57,430 SH   SOLE   57,430 0 0
Beacon Roofing Supply, Inc. COM 073685109 9,364 157,965 SH   SOLE   157,965 0 0
Best Buy Co., Inc. COM 086516101 3,985 43,840 SH   SOLE   43,840 0 0
BJ's Wholesale Club Holdings, Inc. COM 05550J101 19,242 284,596 SH   SOLE   276,646 0 7,950
BlackLine, Inc. COM 09239B109 6,036 82,430 SH   SOLE   82,430 0 0
BlackRock, Inc. COM 09247X101 5,345 6,995 SH   SOLE   6,995 0 0
Blackstone Inc. COM 09260D107 203 1,600 SH   SOLE   0 0 1,600
Boston Scientific Corporation COM 101137107 49,407 1,115,535 SH   SOLE   1,115,185 0 350
Broadcom Inc. COM 11135F101 9,826 15,605 SH   SOLE   15,605 0 0
Broadridge Financial Solutions, Inc. COM 11133T103 18,931 121,580 SH   SOLE   118,500 0 3,080
Brown & Brown, Inc. COM 115236101 9,464 130,960 SH   SOLE   130,960 0 0
Builders FirstSource, Inc. COM 12008R107 6,378 98,824 SH   SOLE   98,824 0 0
Burlington Stores, Inc. COM 122017106 11,089 60,870 SH   SOLE   59,280 0 1,590
Cadence Design Systems, Inc. COM 127387108 41,395 251,705 SH   SOLE   251,630 0 75
CarMax, Inc. COM 143130102 13,513 140,065 SH   SOLE   136,365 0 3,700
Carriage Services Inc. COM 143905107 6,177 115,820 SH   SOLE   115,820 0 0
CBRE Group, Inc. Class A CL A 12504L109 49,562 541,545 SH   SOLE   537,115 0 4,430
CDW Corp. COM 12514G108 19,245 107,580 SH   SOLE   104,540 0 3,040
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 474 8,646 SH   SOLE   8,646 0 0
Charles River Laboratories International, Inc. COM 159864107 14,419 50,776 SH   SOLE   49,486 0 1,290
Charles Schwab Corp COM 808513105 51,125 606,395 SH   SOLE   601,395 0 5,000
Chevron Corporation COM 166764100 11,642 71,500 SH   SOLE   71,500 0 0
Chipotle Mexican Grill, Inc. COM 169656105 7,744 4,895 SH   SOLE   4,770 0 125
Chubb Limited COM H1467J104 55,312 258,590 SH   SOLE   257,340 0 1,250
Cintas Corporation COM 172908105 93,633 220,110 SH   SOLE   220,045 0 65
Cisco Systems, Inc. COM 17275R102 10,052 180,265 SH   SOLE   180,265 0 0
Citizens Financial Group, Inc. COM 174610105 13,591 299,832 SH   SOLE   291,687 0 8,145
CMS Energy Corporation COM 125896100 6,268 89,625 SH   SOLE   89,625 0 0
Coca-Cola Company COM 191216100 8,898 143,515 SH   SOLE   143,515 0 0
Cohen & Steers, Inc. COM 19247A100 15,209 177,070 SH   SOLE   177,070 0 0
Comfort Systems USA, Inc. COM 199908104 5,269 59,190 SH   SOLE   59,190 0 0
ConocoPhillips COM 20825C104 8,209 82,090 SH   SOLE   82,090 0 0
Constellation Brands, Inc. Class A CL A 21036P108 61,538 267,185 SH   SOLE   265,925 0 1,260
Construction Partners, Inc. Class A COM CL A 21044C107 8,133 310,648 SH   SOLE   310,648 0 0
Cooper Companies, Inc. COM NEW 216648402 16,154 38,685 SH   SOLE   37,680 0 1,005
Copart, Inc. COM 217204106 49,421 393,885 SH   SOLE   393,765 0 120
Costco Wholesale Corporation COM 22160K105 60,744 105,485 SH   SOLE   105,455 0 30
Covetrus, Inc. COM 22304C100 6,481 386,000 SH   SOLE   386,000 0 0
CrowdStrike Holdings, Inc. Class A CL A 22788C105 44,524 196,074 SH   SOLE   193,850 0 2,224
CVS Health Corporation COM 126650100 9,274 91,635 SH   SOLE   91,435 0 200
CyberArk Software Ltd. SHS M2682V108 23,054 136,615 SH   SOLE   134,115 0 2,500
Descartes Systems Group Inc. COM 249906108 8,822 120,415 SH   SOLE   120,415 0 0
DexCom, Inc. COM 252131107 51,316 100,305 SH   SOLE   100,275 0 30
Digital Realty Trust, Inc. COM 253868103 5,813 40,996 SH   SOLE   40,996 0 0
Dominion Energy Inc COM 25746U109 6,889 81,080 SH   SOLE   81,080 0 0
Domino's Pizza, Inc. COM 25754A201 12,166 29,890 SH   SOLE   29,140 0 750
Dorman Products, Inc. COM 258278100 7,891 83,035 SH   SOLE   83,035 0 0
DuPont de Nemours, Inc. COM 26614N102 9,302 126,415 SH   SOLE   126,415 0 0
Dynatrace, Inc. COM NEW 268150109 17,433 370,135 SH   SOLE   360,625 0 9,510
Eaton Corp. Plc SHS G29183103 6,647 43,800 SH   SOLE   43,800 0 0
Eli Lilly and Company COM 532457108 36,723 128,235 SH   SOLE   128,195 0 40
Enterprise Products Partners L.P. COM 293792107 47,201 1,828,770 SH   SOLE   1,825,080 0 3,690
ePlus inc. COM 294268107 9,045 161,340 SH   SOLE   161,340 0 0
Equinix, Inc. COM 29444U700 8,284 11,170 SH   SOLE   10,820 0 350
EVERTEC, Inc. COM 30040P103 8,837 215,910 SH   SOLE   215,910 0 0
ExlService Holdings, Inc. COM 302081104 10,560 73,710 SH   SOLE   70,410 0 3,300
Exponent, Inc. COM 30214U102 8,697 80,490 SH   SOLE   80,490 0 0
Fastenal Company COM 311900104 74,379 1,252,175 SH   SOLE   1,245,945 0 6,230
Fidelity National Information Services, Inc. COM 31620M106 6,574 65,470 SH   SOLE   65,470 0 0
First Horizon Corporation COM 320517105 12,342 525,397 SH   SOLE   516,077 0 9,320
Fiserv, Inc. COM 337738108 70,459 694,865 SH   SOLE   694,665 0 200
FLEETCOR Technologies, Inc. COM 339041105 17,057 68,485 SH   SOLE   66,635 0 1,850
Fortive Corp. COM 34959J108 53,265 874,200 SH   SOLE   868,385 0 5,815
Fortune Brands Home & Security, Inc. COM 34964C106 11,437 153,975 SH   SOLE   149,220 0 4,755
Gartner, Inc. COM 366651107 14,900 50,090 SH   SOLE   49,360 0 730
Genuine Parts Company COM 372460105 4,314 34,230 SH   SOLE   34,230 0 0
Glacier Bancorp, Inc. COM 37637Q105 5,143 102,295 SH   SOLE   102,295 0 0
Global Payments Inc. COM 37940X102 53,143 388,358 SH   SOLE   388,237 0 121
Globus Medical Inc Class A CL A 379577208 13,620 184,605 SH   SOLE   179,870 0 4,735
Graco Inc. COM 384109104 13,752 197,240 SH   SOLE   191,970 0 5,270
Grid Dynamics Holdings, Inc. Class A CL A 39813G109 321 22,784 SH   SOLE   22,784 0 0
Hologic, Inc. COM 436440101 15,398 200,445 SH   SOLE   195,435 0 5,010
Home Depot, Inc. COM 437076102 82,214 274,660 SH   SOLE   273,200 0 1,460
Honeywell International Inc. COM 438516106 58,177 298,990 SH   SOLE   298,890 0 100
i3 Verticals, Inc. Class A COM CL A 46571Y107 9,291 333,495 SH   SOLE   333,495 0 0
IAA, Inc. COM 449253103 15,638 408,830 SH   SOLE   404,130 0 4,700
ICF International, Inc. COM 44925C103 8,388 89,105 SH   SOLE   89,105 0 0
IDEX Corporation COM 45167R104 13,537 70,605 SH   SOLE   70,605 0 0
Illinois Tool Works Inc. COM 452308109 64,261 306,880 SH   SOLE   306,780 0 100
InMode Ltd. SHS M5425M103 4,983 135,000 SH   SOLE   135,000 0 0
Insulet Corporation COM 45784P101 10,692 40,136 SH   SOLE   39,146 0 990
Intercontinental Exchange, Inc. COM 45866F104 60,345 456,745 SH   SOLE   456,745 0 0
International Business Machines Corporation COM 459200101 7,660 58,915 SH   SOLE   58,915 0 0
Intuitive Surgical, Inc. COM NEW 46120E602 21,261 70,475 SH   SOLE   70,455 0 20
IQVIA Holdings Inc COM 46266C105 17,832 77,126 SH   SOLE   76,496 0 630
J & J Snack Foods Corp. COM 466032109 6,838 44,090 SH   SOLE   44,090 0 0
Jack Henry & Associates, Inc. COM 426281101 16,648 84,487 SH   SOLE   82,572 0 1,915
Johnson & Johnson COM 478160104 59,767 337,230 SH   SOLE   337,130 0 100
JPMorgan Chase & Co. COM 46625H100 52,151 382,565 SH   SOLE   382,465 0 100
Juniper Networks, Inc. COM 48203R104 9,356 251,775 SH   SOLE   251,775 0 0
KAR Auction Services, Inc. COM 48238T109 7,862 435,560 SH   SOLE   435,560 0 0
KLA Corporation COM NEW 482480100 26,069 71,215 SH   SOLE   71,175 0 40
Knight-Swift Transportation Holdings Inc. Class A CL A 499049104 8,380 166,075 SH   SOLE   166,075 0 0
Kornit Digital Ltd. SHS M6372Q113 3,315 40,090 SH   SOLE   40,090 0 0
L3Harris Technologies Inc COM 502431109 16,725 67,310 SH   SOLE   67,010 0 300
Laboratory Corporation of America Holdings COM NEW 50540R409 49,033 185,970 SH   SOLE   184,400 0 1,570
Lamb Weston Holdings, Inc. COM 513272104 15,210 253,876 SH   SOLE   250,286 0 3,590
Lattice Semiconductor Corporation COM 518415104 6,075 99,680 SH   SOLE   99,680 0 0
La-Z-Boy Incorporated COM 505336107 6,163 233,705 SH   SOLE   233,705 0 0
Lennox International Inc. COM 526107107 12,094 46,900 SH   SOLE   45,690 0 1,210
Leslie's, Inc. COM 527064109 8,990 464,375 SH   SOLE   464,375 0 0
LHC Group, Inc. COM 50187A107 9,914 58,800 SH   SOLE   58,800 0 0
Lincoln Electric Holdings, Inc. COM 533900106 6,177 44,820 SH   SOLE   44,820 0 0
LivaNova Plc SHS G5509L101 13,311 162,663 SH   SOLE   161,073 0 1,590
Lockheed Martin Corporation COM 539830109 6,447 14,605 SH   SOLE   14,605 0 0
M.D.C. Holdings, Inc. COM 552676108 4,097 108,260 SH   SOLE   108,260 0 0
Marten Transport, Ltd. COM 573075108 7,926 446,272 SH   SOLE   446,272 0 0
Mastercard Incorporated Class A CL A 57636Q104 71,013 198,705 SH   SOLE   198,705 0 0
McDonald's Corporation COM 580135101 44,728 180,880 SH   SOLE   180,780 0 100
Medtronic Plc SHS G5960L103 68,418 616,655 SH   SOLE   616,555 0 100
Merck & Co., Inc. COM 58933Y105 58,556 713,657 SH   SOLE   708,457 0 5,200
Meta Platforms Inc. Class A CL A 30303M102 46,586 209,505 SH   SOLE   209,465 0 40
Mettler-Toledo International Inc. COM 592688105 16,698 12,160 SH   SOLE   12,100 0 60
Microchip Technology Incorporated COM 595017104 27,192 361,880 SH   SOLE   355,400 0 6,480
Microsoft Corporation COM 594918104 192,065 622,960 SH   SOLE   622,860 0 100
Model N, Inc. COM 607525102 8,151 303,004 SH   SOLE   303,004 0 0
Mondelez International, Inc. Class A CL A 609207105 40,807 650,000 SH   SOLE   649,800 0 200
Morningstar, Inc. COM 617700109 7,193 26,330 SH   SOLE   26,330 0 0
Murphy USA, Inc. COM 626755102 8,536 42,690 SH   SOLE   42,690 0 0
Newell Brands Inc COM 651229106 6,792 317,255 SH   SOLE   317,255 0 0
NexPoint Residential Trust, Inc. COM 65341D102 7,647 84,670 SH   SOLE   84,670 0 0
NextEra Energy, Inc. COM 65339F101 8,302 98,000 SH   SOLE   97,800 0 200
Nomad Foods Ltd. USD ORD SHS G6564A105 6,859 303,770 SH   SOLE   303,770 0 0
Nordson Corporation COM 655663102 17,842 78,570 SH   SOLE   78,170 0 400
Northern Trust Corporation COM 665859104 26,267 225,565 SH   SOLE   221,870 0 3,695
NuVasive, Inc. COM 670704105 6,476 114,220 SH   SOLE   114,220 0 0
NVIDIA Corporation COM 67066G104 72,360 265,190 SH   SOLE   265,190 0 0
Old Dominion Freight Line, Inc. COM 679580100 17,025 57,000 SH   SOLE   57,000 0 0
Ollie's Bargain Outlet Holdings Inc COM 681116109 3,410 79,365 SH   SOLE   79,365 0 0
Omnicell, Inc. COM 68213N109 10,153 78,405 SH   SOLE   76,015 0 2,390
Onto Innovation, Inc. COM 683344105 7,102 81,736 SH   SOLE   81,736 0 0
O'Reilly Automotive, Inc. COM 67103H107 103,611 151,266 SH   SOLE   150,306 0 960
Ortho Clinical Diagnostics Holdings Plc ORD SHS G6829J107 7,640 409,440 SH   SOLE   409,440 0 0
Pacira Biosciences, Inc. COM 695127100 10,876 142,505 SH   SOLE   142,505 0 0
Palo Alto Networks, Inc. COM 697435105 95,966 154,160 SH   SOLE   153,080 0 1,080
Patrick Industries, Inc. COM 703343103 5,426 89,990 SH   SOLE   89,990 0 0
Paylocity Holding Corp. COM 70438V106 23,155 112,530 SH   SOLE   110,330 0 2,200
PepsiCo, Inc. COM 713448108 17 100 SH   SOLE   0 0 100
PerkinElmer, Inc. COM 714046109 17,426 99,885 SH   SOLE   99,885 0 0
Petco Health and Wellness Company Inc Class A COM 71601V105 9,184 469,265 SH   SOLE   469,265 0 0
Philip Morris International Inc. COM 718172109 5,061 53,875 SH   SOLE   53,875 0 0
PNC Financial Services Group, Inc. COM 693475105 10,363 56,185 SH   SOLE   53,585 0 2,600
Power Integrations, Inc. COM 739276103 25,197 271,870 SH   SOLE   271,060 0 810
PPG Industries, Inc. COM 693506107 40,065 305,680 SH   SOLE   305,600 0 80
Prestige Consumer Healthcare Inc COM 74112D101 8,578 162,035 SH   SOLE   162,035 0 0
Procter & Gamble Company COM 742718109 8,232 53,875 SH   SOLE   53,875 0 0
PTC Inc. COM 69370C100 13,982 129,795 SH   SOLE   126,145 0 3,650
Q2 Holdings, Inc. COM 74736L109 6,286 101,965 SH   SOLE   101,965 0 0
Qualys, Inc. COM 74758T303 10,022 70,375 SH   SOLE   70,375 0 0
Rapid7 Inc. COM 753422104 7,539 67,775 SH   SOLE   67,775 0 0
Raymond James Financial, Inc. COM 754730109 25,617 233,069 SH   SOLE   228,999 0 4,070
Repay Holdings Corp. Class A COM CL A 76029L100 5,861 396,839 SH   SOLE   396,839 0 0
Republic Services, Inc. COM 760759100 18,745 141,475 SH   SOLE   137,735 0 3,740
ResMed Inc. COM 761152107 15,981 65,900 SH   SOLE   65,500 0 400
RingCentral, Inc. Class A CL A 76680R206 12,234 104,377 SH   SOLE   101,797 0 2,580
Ritchie Bros. Auctioneers Incorporated COM 767744105 9,572 162,155 SH   SOLE   162,155 0 0
Roper Technologies, Inc. COM 776696106 37,901 80,260 SH   SOLE   80,260 0 0
S&P Global, Inc. COM 78409V104 65,883 160,620 SH   SOLE   160,620 0 0
SailPoint Technologies Holdings, Inc. COM 78781P105 5,054 98,750 SH   SOLE   98,750 0 0
salesforce.com, inc. COM 79466L302 53,061 249,910 SH   SOLE   249,860 0 50
Scotts Miracle-Gro Company Class A CL A 810186106 4,275 34,770 SH   SOLE   34,770 0 0
Semtech Corporation COM 816850101 7,304 105,335 SH   SOLE   105,335 0 0
Service Corporation International COM 817565104 18,911 287,315 SH   SOLE   282,415 0 4,900
ServiceNow, Inc. COM 81762P102 42,182 75,745 SH   SOLE   75,745 0 0
Skyworks Solutions, Inc. COM 83088M102 61,039 457,975 SH   SOLE   455,375 0 2,600
Smith & Nephew PLC Sponsored ADR SPDN ADR NEW 83175M205 15,505 486,050 SH   SOLE   483,850 0 2,200
SPS Commerce, Inc. COM 78463M107 7,474 56,970 SH   SOLE   56,970 0 0
STAAR Surgical Company COM PAR $0.01 852312305 5,048 63,175 SH   SOLE   63,175 0 0
Stanley Black & Decker, Inc. COM 854502101 6,546 46,825 SH   SOLE   46,825 0 0
Starbucks Corporation COM 855244109 41,065 451,415 SH   SOLE   451,415 0 0
STERIS Plc SHS USD G8473T100 20,483 84,720 SH   SOLE   83,220 0 1,500
Stevanato Group SpA ORD SHS T9224W109 11,970 594,915 SH   SOLE   579,490 0 15,425
Syneos Health, Inc. Class A CL A 87166B102 9,223 113,940 SH   SOLE   113,940 0 0
Synopsys, Inc. COM 871607107 49,137 147,440 SH   SOLE   147,440 0 0
Sysco Corporation COM 871829107 10,034 122,895 SH   SOLE   122,895 0 0
Tandem Diabetes Care, Inc. COM NEW 875372203 18,243 156,873 SH   SOLE   153,943 0 2,930
Target Corporation COM 87612E106 7,609 35,855 SH   SOLE   35,755 0 100
Teledyne Technologies Incorporated COM 879360105 14,793 31,300 SH   SOLE   31,300 0 0
Teleflex Incorporated COM 879369106 14,063 39,633 SH   SOLE   39,433 0 200
Tenable Holdings, Inc. COM 88025T102 7,927 137,165 SH   SOLE   137,165 0 0
Tetra Tech, Inc. COM 88162G103 6,354 38,525 SH   SOLE   38,525 0 0
Texas Instruments Incorporated COM 882508104 58,662 319,720 SH   SOLE   319,720 0 0
Thermo Fisher Scientific Inc. COM 883556102 79,894 135,264 SH   SOLE   134,963 0 301
TJX Companies Inc COM 872540109 58,829 971,100 SH   SOLE   971,100 0 0
TransUnion COM 89400J107 25,716 248,850 SH   SOLE   242,550 0 6,300
Travel plus Leisure Co. COM 894164102 8,461 146,035 SH   SOLE   146,035 0 0
Truist Financial Corporation COM 89832Q109 41,286 728,150 SH   SOLE   727,950 0 200
Twilio, Inc. Class A CL A 90138F102 6,669 40,462 SH   SOLE   39,367 0 1,095
UFP Technologies, Inc. COM 902673102 6,385 96,487 SH   SOLE   96,487 0 0
Ulta Beauty Inc COM 90384S303 78,214 196,410 SH   SOLE   194,900 0 1,510
UnitedHealth Group Incorporated COM 91324P102 71,753 140,700 SH   SOLE   140,650 0 50
Varonis Systems, Inc. COM 922280102 6,366 133,905 SH   SOLE   133,905 0 0
Veeva Systems Inc Class A CL A COM 922475108 7,476 35,190 SH   SOLE   34,290 0 900
Verisk Analytics Inc COM 92345Y106 23,217 108,170 SH   SOLE   105,400 0 2,770
Verizon Communications Inc. COM 92343V104 7,157 140,495 SH   SOLE   140,495 0 0
Visa Inc. Class A COM CL A 92826C839 92,393 416,615 SH   SOLE   416,615 0 0
Vulcan Materials Company COM 929160109 18,259 99,395 SH   SOLE   97,305 0 2,090
W. P. Carey Inc. COM 92936U109 8,493 105,055 SH   SOLE   105,055 0 0
W.W. Grainger, Inc. COM 384802104 5,973 11,580 SH   SOLE   11,580 0 0
Webster Financial Corporation COM 947890109 21,700 386,675 SH   SOLE   385,900 0 775
WEC Energy Group Inc COM 92939U106 3,417 34,235 SH   SOLE   34,235 0 0
Wendy's Company COM 95058W100 9,274 422,125 SH   SOLE   420,875 0 1,250
Westinghouse Air Brake Technologies Corporation COM 929740108 17,645 183,482 SH   SOLE   183,052 0 430
Williams Companies, Inc. COM 969457100 679 20,328 SH   SOLE   20,328 0 0
WNS (Holdings) Limited Sponsored ADR SPON ADR 92932M101 10,181 119,085 SH   SOLE   116,085 0 3,000
Workday, Inc. Class A CL A 98138H101 39,091 163,245 SH   SOLE   163,215 0 30
Zendesk, Inc. COM 98936J101 21,227 176,465 SH   SOLE   171,950 0 4,515