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
Apple, Inc. COM 037833100 90,434 534,390 SH   SOLE   23,725 0 510,665
ABB Ltd SPONSORED ADR 000375204 3,763 140,335 SH   SOLE   335 0 140,000
Abbott Laboratories COM 002824100 13,306 233,165 SH   SOLE   16,565 0 216,600
Accenture plc SHS CLASS A G1151C101 9,694 63,325 SH   SOLE   825 0 62,500
Analog Devices, Inc. COM 032654105 5,906 66,345 SH   SOLE   745 0 65,600
Allergan plc SHS G0177J108 33,014 201,825 SH   SOLE   10,480 0 191,345
Allergan plc Series A Preferred Convertible PFD CONV SER A G0177J116 9,653 16,520 SH   SOLE   170 0 16,350
Albemarle Corporation COM 012653101 49,026 383,350 SH   SOLE   14,315 0 369,035
AMETEK, Inc. COM 031100100 9,306 128,425 SH   SOLE   720 0 127,705
Affiliated Managers Group, Inc. COM 008252108 83,124 404,990 SH   SOLE   16,890 0 388,100
Amazon.com, Inc. COM 023135106 45,819 39,180 SH   SOLE   1,530 0 37,650
ANSYS, Inc. COM 03662Q105 4,097 27,765 SH   SOLE   180 0 27,585
Aon plc SHS CL A G0408V102 71,704 535,105 SH   SOLE   17,670 0 517,435
A.O. Smith Corporation COM 04544X300 15,499 252,930 SH   SOLE   2,740 0 250,190
AptarGroup, Inc. COM 038336103 45,180 523,645 SH   SOLE   24,275 0 499,370
American Vanguard Corporation COM 030371108 1,763 89,770 SH   SOLE   2,170 0 87,600
Axalta Coating Systems Ltd. COM G0750C108 5,310 164,110 SH   SOLE   925 0 163,185
Beacon Roofing Supply, Inc. COM 073685109 6,502 101,990 SH   SOLE   1,990 0 100,000
Biogen Inc. COM 09062C103 29,797 93,535 SH   SOLE   3,615 0 89,920
Black Knight, Inc. CL A 09215C105 6,056 137,185 SH   SOLE   7,425 0 129,760
BlackLine, Inc. COM 09239B109 3,486 106,300 SH   SOLE   2,300 0 104,000
Ball Corporation COM 058498106 58,609 1,548,467 SH   SOLE   77,420 0 1,471,047
BMC Stock Holdings, Inc. COM 05591B109 4,164 164,603 SH   SOLE   3,155 0 161,448
Brown & Brown, Inc. COM 115236101 5,780 112,330 SH   SOLE   2,330 0 110,000
Burlington Stores, Inc. COM 122017106 11,521 93,645 SH   SOLE   615 0 93,030
Cardinal Health, Inc. COM 14149Y108 7,077 115,520 SH   SOLE   9,820 0 105,700
Cavium, Inc. COM 14964U108 18,219 217,335 SH   SOLE   2,145 0 215,190
Chubb Limited COM H1467J104 54,294 371,550 SH   SOLE   15,740 0 355,810
CBRE Group, Inc. CL A 12504L109 96,692 2,232,570 SH   SOLE   91,240 0 2,141,330
CBS Corporation CL B 124857202 59,234 1,003,980 SH   SOLE   49,790 0 954,190
Crown Holdings, Inc. COM 228368106 10,932 194,355 SH   SOLE   14,030 0 180,325
CDK Global, Inc. COM 12508E101 12,207 171,255 SH   SOLE   1,030 0 170,225
CDW Corporation COM 12514G108 10,459 150,520 SH   SOLE   1,635 0 148,885
Celgene Corporation COM 151020104 43,078 412,790 SH   SOLE   21,075 0 391,715
Check Point Software Technologies Ltd. ORD M22465104 8,117 78,340 SH   SOLE   450 0 77,890
Cinemark Holdings, Inc. COM 17243V102 7,119 204,480 SH   SOLE   17,490 0 186,990
Cohen & Steers, Inc. COM 19247A100 18,120 383,170 SH   SOLE   16,770 0 366,400
CyrusOne Inc. COM 23283R100 11,368 190,970 SH   SOLE   11,085 0 179,885
Cooper Companies, Inc. (The) COM 216648402 9,060 41,585 SH   SOLE   235 0 41,350
Core-Mark Holding Company, Inc. COM 218681104 5,079 160,855 SH   SOLE   3,355 0 157,500
Copart, Inc. COM 217204106 65,197 1,509,540 SH   SOLE   57,370 0 1,452,170
salesforce.com, inc. COM 79466L302 30,020 293,655 SH   SOLE   10,855 0 282,800
Cisco Systems, Inc. COM 17275R102 102,416 2,674,055 SH   SOLE   120,550 0 2,553,505
Carriage Services, Inc. COM 143905107 4,070 158,335 SH   SOLE   3,335 0 155,000
Cintas Corporation COM 172908105 69,653 446,985 SH   SOLE   17,205 0 429,780
Control4 Corporation COM 21240D107 4,332 145,595 SH   SOLE   3,095 0 142,500
Barracuda Networks, Inc. COM 068323104 4,351 158,245 SH   SOLE   3,245 0 155,000
Chevron Corporation COM 166764100 686 5,480 SH   SOLE   0 0 5,480
CyberArk Software Ltd. SHS M2682V108 4,779 115,485 SH   SOLE   2,485 0 113,000
Danaher Corporation COM 235851102 8,417 90,685 SH   SOLE   555 0 90,130
Digital Realty Trust, Inc. COM 253868103 2,925 25,683 SH   SOLE   471 0 25,212
Deluxe Corporation COM 248019101 5,458 71,040 SH   SOLE   1,040 0 70,000
Dorchester Minerals, L.P. COM UNIT 25820R105 4,024 264,774 SH   SOLE   0 0 264,774
Dorman Products, Inc. COM 258278100 4,830 79,010 SH   SOLE   1,510 0 77,500
Dr Pepper Snapple Group, Inc. COM 26138E109 12,217 125,875 SH   SOLE   9,675 0 116,200
Darden Restaurants, Inc. COM 237194105 7,599 79,145 SH   SOLE   2,345 0 76,800
Descartes Systems Group, Inc. COM 249906108 5,511 194,075 SH   SOLE   4,075 0 190,000
DST Systems, Inc. COM 233326107 4,120 66,380 SH   SOLE   1,380 0 65,000
US Ecology, Inc. COM 91732J102 5,440 106,670 SH   SOLE   2,170 0 104,500
Euronet Worldwide, Inc. COM 298736109 4,947 58,710 SH   SOLE   1,210 0 57,500
Equifax Inc. COM 294429105 34,051 288,770 SH   SOLE   11,025 0 277,745
Emerson Electric Co. COM 291011104 3,666 52,615 SH   SOLE   115 0 52,500
EnLink Midstream Partners, LP COM UNIT REP LTD 29336U107 4,995 325,000 SH   SOLE   0 0 325,000
Entellus Medical, Inc. COM 29363K105 7,094 290,890 SH   SOLE   5,690 0 285,200
Envestnet, Inc. COM 29404K106 5,099 102,290 SH   SOLE   2,290 0 100,000
Bottomline Technologies (de), Inc. COM 101388106 5,135 148,070 SH   SOLE   3,070 0 145,000
Enterprise Products Partners L.P. COM 293792107 50,853 1,918,275 SH   SOLE   90,675 0 1,827,600
Equinix, Inc. COM PAR $0.001 29444U700 3,408 7,520 SH   SOLE   1,020 0 6,500
East West Bancorp, Inc. COM 27579R104 21,500 353,455 SH   SOLE   12,835 0 340,620
ExlService Holdings, Inc. COM 302081104 7,858 130,220 SH   SOLE   14,720 0 115,500
Fastenal Co. COM 311900104 83,925 1,534,565 SH   SOLE   68,395 0 1,466,170
Facebook, Inc. CL A 30303M102 52,179 295,700 SH   SOLE   12,120 0 283,580
Fortune Brands Home & Security, Inc. COM 34964C106 14,127 206,420 SH   SOLE   1,260 0 205,160
First Financial Bancorp. COM 320209109 5,349 203,034 SH   SOLE   6,340 0 196,694
Fidelity National Information Services, Inc. COM 31620M106 19,335 205,500 SH   SOLE   7,490 0 198,010
Fiserv, Inc. COM 337738108 13,801 105,249 SH   SOLE   770 0 104,479
FleetCor Technologies, Inc. COM 339041105 19,404 100,840 SH   SOLE   600 0 100,240
Fortive Corporation COM 34959J108 64,900 897,035 SH   SOLE   38,240 0 858,795
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 8,143 125,300 SH   SOLE   300 0 125,000
Glacier Bancorp, Inc. COM 37637Q105 5,471 138,900 SH   SOLE   2,900 0 136,000
GCP Applied Technologies Inc. COM 36164Y101 5,782 181,260 SH   SOLE   3,760 0 177,500
Guess, Inc. COM 401617105 3,271 193,830 SH   SOLE   3,830 0 190,000
Gilead Sciences, Inc. COM 375558103 43,477 606,885 SH   SOLE   28,895 0 577,990
Alphabet Inc. CAP STK CL A 02079K107 63,380 60,570 SH   SOLE   2,355 0 58,215
Global Payments Inc. COM 37940X102 11,856 118,280 SH   SOLE   690 0 117,590
Huntington Bancshares Incorporated COM 446150104 8,877 609,685 SH   SOLE   3,750 0 605,935
Home Depot, Inc. (The) COM 437076102 68,084 359,230 SH   SOLE   15,380 0 343,850
HEICO Corporation COM 422806109 6,025 63,863 SH   SOLE   1,363 0 62,500
Hormel Foods Corporation COM 440452100 14,886 409,080 SH   SOLE   26,205 0 382,875
Harris Corporation COM 413875105 21,268 150,150 SH   SOLE   2,905 0 147,245
IBERIABANK Corporation COM 450828108 5,331 68,790 SH   SOLE   1,290 0 67,500
International Business Machines Corporation COM 459200101 34,123 222,420 SH   SOLE   8,245 0 214,175
ICF International, Inc. COM 44925C103 5,408 103,020 SH   SOLE   2,020 0 101,000
ICON plc SHS G4705A100 6,561 58,505 SH   SOLE   1,105 0 57,400
IDEX Corporation COM 45167R104 9,313 70,570 SH   SOLE   435 0 70,135
INC Research Holdings, Inc. CL A 45329R109 3,917 89,855 SH   SOLE   5,855 0 84,000
IHS Markit Ltd. SHS 451734107 13,787 305,373 SH   SOLE   1,800 0 303,573
Intel Corporation COM 458140100 78,946 1,710,270 SH   SOLE   76,420 0 1,633,850
IQVIA Holdings Inc. COM 46266C105 11,060 112,977 SH   SOLE   7,076 0 105,901
Gartner, Inc. COM 366651107 44,968 365,150 SH   SOLE   14,035 0 351,115
Jack Henry and Associates, Inc. COM 426281101 4,953 42,350 SH   SOLE   850 0 41,500
Johnson & Johnson COM 478160104 27,832 199,200 SH   SOLE   8,260 0 190,940
KAR Auction Services, Inc. COM 48238T109 15,161 300,170 SH   SOLE   14,170 0 286,000
KeyCorp COM 493267108 16,112 798,820 SH   SOLE   56,970 0 741,850
CarMax, Inc. COM 143130102 9,732 151,765 SH   SOLE   10,205 0 141,560
Knight Transportation, Inc. COM 499064103 8,119 185,705 SH   SOLE   18,205 0 167,500
K2M Group Holdings, Inc. COM 48273J107 4,975 276,396 SH   SOLE   5,405 0 270,991
Laboratory Corporation of America Holdings COM NEW 50540R409 57,871 362,805 SH   SOLE   19,630 0 343,175
LivaNova PLC SHS G5509L101 15,933 199,365 SH   SOLE   2,710 0 196,655
LKQ Corporation COM 501889208 89,649 2,204,307 SH   SOLE   91,375 0 2,112,932
Lowe's Companies, Inc. COM 548661107 539 5,800 SH   SOLE   3,800 0 2,000
Lamb Weston Holdings, Inc. COM 513272104 14,503 256,925 SH   SOLE   1,565 0 255,360
La-Z-Boy Incorporated COM 505336107 4,683 150,110 SH   SOLE   3,610 0 146,500
Mastercard Incorporated CL A 57636Q104 92,235 609,375 SH   SOLE   29,140 0 580,235
McDonald's Corporation COM 580135101 45,209 262,660 SH   SOLE   10,095 0 252,565
Microchip Technology Inc. COM 595017104 17,054 194,065 SH   SOLE   9,445 0 184,620
Mondelez International, Inc. CL A 609207105 33,362 779,495 SH   SOLE   46,460 0 733,035
Medtronic Public Limited Company SHS G5960L103 60,981 755,190 SH   SOLE   31,095 0 724,095
MercadoLibre, Inc. COM 58733R102 7,875 25,029 SH   SOLE   155 0 24,874
Mohawk Industries, Inc. COM 608190104 58,217 211,010 SH   SOLE   9,335 0 201,675
Middleby Corporation (The) COM 596278101 18,641 138,135 SH   SOLE   5,135 0 133,000
Marsh & McLennan Companies, Inc. COM 571748102 699 8,600 SH   SOLE   7,000 0 1,600
Morningstar, Inc. COM 617700109 6,140 63,320 SH   SOLE   1,320 0 62,000
Merck & Co., Inc. COM 58933Y105 30,385 539,997 SH   SOLE   22,770 0 517,227
Marten Transport, Ltd. COM 573075108 6,249 307,878 SH   SOLE   6,212 0 301,666
Microsoft Corporation COM 594918104 99,807 1,166,790 SH   SOLE   47,275 0 1,119,515
Murphy USA Inc. COM 626755102 5,746 71,515 SH   SOLE   1,515 0 70,000
Maxim Integrated Products COM 57772K101 3,814 72,960 SH   SOLE   460 0 72,500
Nordson Corporation COM 655663102 10,319 70,490 SH   SOLE   410 0 70,080
Nielsen Holdings plc COM G6518L108 41,038 1,127,440 SH   SOLE   50,975 0 1,076,465
Nomad Foods Ltd. USD ORD SHS G6564A105 4,501 266,185 SH   SOLE   6,185 0 260,000
ServiceNow, Inc. COM 81762P102 32,424 248,675 SH   SOLE   7,940 0 240,735
Nestle S.A. SPONSORED ADR 641069406 4,327 50,320 SH   SOLE   320 0 50,000
Northern Trust Corporation COM 665859104 26,823 268,535 SH   SOLE   11,270 0 257,265
NuVasive, Inc. COM 670704105 6,979 119,330 SH   SOLE   1,830 0 117,500
Old Dominion Freight Line, Inc. COM 679580100 8,623 65,550 SH   SOLE   450 0 65,100
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 5,032 94,510 SH   SOLE   2,010 0 92,500
Old Republic International Corporation COM 680223104 8,914 416,975 SH   SOLE   1,975 0 415,000
O'Reilly Automotive, Inc. COM 67103H107 73,529 305,686 SH   SOLE   11,050 0 294,636
Palo Alto Networks, Inc. COM 697435105 9,493 65,500 SH   SOLE   415 0 65,085
Prestige Brands Holdings, Inc. COM 74112D101 4,873 109,730 SH   SOLE   2,230 0 107,500
Potbelly Corporation COM 73754Y100 3,456 281,050 SH   SOLE   6,050 0 275,000
Paylocity Holding Corporation COM 70438V106 5,659 120,015 SH   SOLE   2,515 0 117,500
PepsiCo, Inc. COM 713448108 28,514 237,780 SH   SOLE   15,280 0 222,500
Pinnacle Foods Inc. COM 72348P104 13,957 234,705 SH   SOLE   16,015 0 218,690
Pfizer Inc. COM 717081103 54,572 1,506,705 SH   SOLE   61,165 0 1,445,540
Philip Morris International Inc. COM 718172109 60,994 577,330 SH   SOLE   18,595 0 558,735
PNC Financial Services Group, Inc. COM 693475105 13,105 90,830 SH   SOLE   5,175 0 85,655
PolyOne Corporation COM 73179P106 15,101 347,165 SH   SOLE   4,865 0 342,300
Power Integrations, Inc. COM 739276103 5,068 68,915 SH   SOLE   1,415 0 67,500
PriceSmart, Inc. COM 741511109 12,462 144,750 SH   SOLE   1,605 0 143,145
QTS Realty Trust, Inc. COM CL A 74736A103 10,208 188,490 SH   SOLE   10,090 0 178,400
Q2 Holdings, Inc. COM 74736L109 5,171 140,335 SH   SOLE   2,835 0 137,500
Ryder System, Inc. COM 783549108 12,523 148,785 SH   SOLE   10,985 0 137,800
Ritchie Bros. Auctioneers Incorporated COM 767744105 5,509 184,075 SH   SOLE   4,075 0 180,000
Regal-Beloit Corporation COM 758750103 4,263 55,665 SH   SOLE   1,165 0 54,500
Regeneron Pharmaceuticals, Inc. COM 75886F107 34,866 92,740 SH   SOLE   3,370 0 89,370
Robert Half International Inc. COM 770323103 7,556 136,055 SH   SOLE   845 0 135,210
Red Hat, Inc. COM 756577102 5,751 47,890 SH   SOLE   310 0 47,580
Raymond James Financial, Inc. COM 754730109 15,217 170,405 SH   SOLE   5,390 0 165,015
ResMed Inc. COM 761152107 20,593 243,165 SH   SOLE   9,490 0 233,675
RPM International, Inc. COM 749685103 14,704 280,507 SH   SOLE   18,472 0 262,035
Starbucks Corporation COM 855244109 49,561 862,990 SH   SOLE   27,095 0 835,895
Charles Schwab Corporation (The) COM 808513105 103,386 2,012,585 SH   SOLE   96,895 0 1,915,690
Service Corporation International COM 817565104 14,955 400,730 SH   SOLE   2,400 0 398,330
SEI Investments Company COM 784117103 14,471 201,390 SH   SOLE   1,225 0 200,165
Six Flags Entertainment Corporation COM 83001A102 8,100 121,685 SH   SOLE   685 0 121,000
Snap-on Incorporated COM 833034101 108,144 620,450 SH   SOLE   24,295 0 596,155
SP Plus Corporation COM 78469C103 5,437 146,555 SH   SOLE   3,055 0 143,500
Extended Stay America, Inc. UNIT 99/99/9999B 30224P200 7,170 377,395 SH   SOLE   5,395 0 372,000
STERIS plc SHS USD G84720104 6,126 70,045 SH   SOLE   1,245 0 68,800
SunTrust Banks, Inc. COM 867914103 6,179 95,670 SH   SOLE   590 0 95,080
Sterling Bancorp COM 85917A100 5,739 233,295 SH   SOLE   23,395 0 209,900
Constellation Brands, Inc. CL A 21036P108 13,236 57,910 SH   SOLE   360 0 57,550
Skyworks Solutions, Inc. COM 83088M102 30,650 322,805 SH   SOLE   12,250 0 310,555
Sensient Technoligies Corporation COM 81725T100 4,108 56,165 SH   SOLE   1,165 0 55,000
AT&T Inc. COM 00206R102 8,918 229,380 SH   SOLE   3,180 0 226,200
Bio-Techne Corp. COM 09073M104 5,159 39,825 SH   SOLE   825 0 39,000
Teleflex Incorporated COM 879369106 11,710 47,065 SH   SOLE   525 0 46,540
Interface, Inc. COM 458665304 5,971 237,445 SH   SOLE   4,945 0 232,500
TJX Companies, Inc. (The) COM 872540109 48,364 632,540 SH   SOLE   32,535 0 600,005
Thermo Fisher Scientific Inc. COM 883556102 109,283 575,539 SH   SOLE   23,195 0 552,344
TransUnion COM 89400J107 15,781 287,150 SH   SOLE   1,760 0 285,390
AMERCO COM 023586100 46,241 122,361 SH   SOLE   4,725 0 117,636
Ulta Beauty, Inc. COM 903845303 49,953 223,345 SH   SOLE   9,370 0 213,975
US Foods Holding Corp. COM 912008109 14,397 450,895 SH   SOLE   2,795 0 448,100
Visa Inc. COM CL A 92826C839 55,352 485,465 SH   SOLE   20,615 0 464,850
Vocera Communicaitons, Inc. COM 92857F107 6,790 224,700 SH   SOLE   4,700 0 220,000
Veeva Systems Inc. CL A COM 922475108 4,376 79,175 SH   SOLE   1,675 0 77,500
Vantiv, Inc. CL A 92210H105 15,944 216,780 SH   SOLE   8,995 0 207,785
Varex Imaging Corporation COM 92214X106 6,659 165,780 SH   SOLE   3,280 0 162,500
Verisk Analytics, Inc. COM 92345Y106 15,467 161,115 SH   SOLE   990 0 160,125
Westinghouse Air Brake Technologies Corporation COM 929740108 15,435 189,560 SH   SOLE   1,125 0 188,435
Walgreens Boots Alliance, Inc. COM 931427108 58,420 804,470 SH   SOLE   34,095 0 770,375
Webster Financial Corporation COM 947890109 17,334 308,660 SH   SOLE   14,980 0 293,680
Workday, Inc. CL A 98138H101 31,718 311,760 SH   SOLE   9,710 0 302,050
Wendy's Company (The) COM 95058W100 13,369 814,195 SH   SOLE   10,195 0 804,000
Werner Enterprises, Inc. COM 950755108 5,517 142,755 SH   SOLE   2,755 0 140,000
Winnebago Industries, Inc. COM 974637100 3,689 66,365 SH   SOLE   1,365 0 65,000
Willis Towers Watson Public Limited Company SHS G96629103 10,728 71,199 SH   SOLE   2,250 0 68,949
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 5,108 230,105 SH   SOLE   5,105 0 225,000
WNS (Holdings) Limited SPON ADR 92932M101 7,134 177,795 SH   SOLE   3,395 0 174,400
W.P. Carey Inc. COM 92936U109 8,533 123,855 SH   SOLE   2,055 0 121,800
Williams Partners L.P. COM UNIT LP 96949L105 6,015 155,111 SH   SOLE   433 0 154,678
Weyerhaeuser Company COM 962166104 11,493 325,955 SH   SOLE   22,255 0 303,700
Xilinx, Inc. COM 983919101 5,249 77,865 SH   SOLE   365 0 77,500
Exxon Mobil Corporation COM 30231G102 633 7,575 SH   SOLE   0 0 7,575
XPO Logistics, Inc. COM 983793100 7,342 80,170 SH   SOLE   1,670 0 78,500
DENTSPLY SIRONA Inc. COM 24906P109 11,940 181,380 SH   SOLE   1,115 0 180,265
Zebra Technologies Corporation CL A 989207105 4,331 41,725 SH   SOLE   825 0 40,900