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 14,906 252,020 SH   SOLE   4,330 0 247,690
Abbott Laboratories COM 002824100 10,341 169,565 SH   SOLE   12,965 0 156,600
Acacia Communications, Inc. COM 00401C108 1,967 56,525 SH   SOLE   1,525 0 55,000
Accenture plc SHS CLASS A G1151C101 7,379 45,110 SH   SOLE   610 0 44,500
Affiliated Managers Group, Inc. COM 008252108 53,218 357,965 SH   SOLE   3,915 0 354,050
Albemarle Corporation COM 012653101 42,050 445,785 SH   SOLE   3,145 0 442,640
Alexion Pharmaceuticals, Inc. COM 015351109 6,008 48,400 SH   SOLE   860 0 47,540
Allergan plc SHS G0177J108 533 3,199 SH   SOLE   2,799 0 400
Alphabet Inc. CAP STK CL A 02079K107 68,288 61,210 SH   SOLE   480 0 60,730
Amazon.com, Inc. COM 023135106 58,728 34,550 SH   SOLE   100 0 34,450
American Vanguard Corporation COM 030371108 2,053 89,475 SH   SOLE   1,875 0 87,600
AMETEK, Inc. COM 031100100 9,391 130,150 SH   SOLE   2,480 0 127,670
Amgen Inc. COM 031162100 26,848 145,450 SH   SOLE   450 0 145,000
Analog Devices, Inc. COM 032654105 7,182 74,875 SH   SOLE   1,775 0 73,100
Aon plc SHS CL A G0408V102 69,532 506,910 SH   SOLE   1,805 0 505,105
Apple, Inc. COM 037833100 95,296 514,810 SH   SOLE   6,510 0 508,300
AptarGroup, Inc. COM 038336103 15,074 161,435 SH   SOLE   7,820 0 153,615
Arthur J. Gallagher & Co. COM 363576109 8,124 124,455 SH   SOLE   4,855 0 119,600
AT&T Inc. COM 00206R102 8,286 258,070 SH   SOLE   6,870 0 251,200
Ball Corporation COM 058498106 35,565 1,000,432 SH   SOLE   15,030 0 985,402
Beacon Roofing Supply, Inc. COM 073685109 4,018 94,285 SH   SOLE   1,785 0 92,500
Becton, Dickinson and Company COM 075887109 28,942 120,815 SH   SOLE   715 0 120,100
Biogen Inc. COM 09062C103 26,056 89,775 SH   SOLE   275 0 89,500
Bio-Techne Corp. COM 09073M104 5,508 37,230 SH   SOLE   730 0 36,500
Black Knight, Inc. CL A 09215C105 6,717 125,440 SH   SOLE   440 0 125,000
BlackLine, Inc. COM 09239B109 5,489 126,395 SH   SOLE   2,395 0 124,000
BMC Stock Holdings, Inc. COM 05591B109 5,221 250,413 SH   SOLE   4,365 0 246,048
Boston Scientific Corporation COM 101137107 30,933 945,970 SH   SOLE   14,970 0 931,000
Bottomline Technologies (de), Inc. COM 101388106 7,110 142,695 SH   SOLE   2,695 0 140,000
Brown & Brown, Inc. COM 115236101 6,213 224,055 SH   SOLE   4,055 0 220,000
Burlington Stores, Inc. COM 122017106 14,040 93,275 SH   SOLE   1,585 0 91,690
CarMax, Inc. COM 143130102 10,953 150,320 SH   SOLE   8,260 0 142,060
Carriage Services, Inc. COM 143905107 3,876 157,905 SH   SOLE   2,905 0 155,000
Cavium, Inc. COM 14964U108 12,219 141,265 SH   SOLE   1,160 0 140,105
CBRE Group, Inc. CL A 12504L109 76,702 1,606,675 SH   SOLE   19,285 0 1,587,390
CBS Corporation CL B 124857202 35,865 637,950 SH   SOLE   10,650 0 627,300
CDK Global, Inc. COM 12508E101 11,264 173,160 SH   SOLE   2,965 0 170,195
CDW Corporation COM 12514G108 12,217 151,225 SH   SOLE   3,185 0 148,040
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 7,895 125,300 SH   SOLE   300 0 125,000
Celgene Corporation COM 151020104 36,871 464,260 SH   SOLE   11,155 0 453,105
Charles Schwab Corporation (The) COM 808513105 82,061 1,605,895 SH   SOLE   18,695 0 1,587,200
Chevron Corporation COM 166764100 8,374 66,240 SH   SOLE   1,240 0 65,000
Chubb Limited COM H1467J104 44,789 352,615 SH   SOLE   5,115 0 347,500
Cintas Corporation COM 172908105 77,239 417,355 SH   SOLE   1,355 0 416,000
Cisco Systems, Inc. COM 17275R102 92,752 2,155,520 SH   SOLE   26,720 0 2,128,800
Clorox Company (The) COM 189054109 27,918 206,425 SH   SOLE   1,425 0 205,000
CMS Energy Corporation COM 125896100 2,131 45,080 SH   SOLE   80 0 45,000
Cohen & Steers, Inc. COM 19247A100 12,348 296,060 SH   SOLE   11,260 0 284,800
Constellation Brands, Inc. CL A 21036P108 12,679 57,930 SH   SOLE   360 0 57,570
Control4 Corporation COM 21240D107 3,530 145,235 SH   SOLE   2,735 0 142,500
Cooper Companies, Inc. (The) COM 216648402 9,907 42,080 SH   SOLE   730 0 41,350
Copart, Inc. COM 217204106 61,598 1,089,090 SH   SOLE   3,090 0 1,086,000
CyberArk Software Ltd. SHS M2682V108 7,023 111,555 SH   SOLE   2,055 0 109,500
CyrusOne Inc. COM 23283R100 14,896 255,250 SH   SOLE   9,340 0 245,910
Darden Restaurants, Inc. COM 237194105 7,373 68,870 SH   SOLE   370 0 68,500
DENTSPLY SIRONA Inc. COM 24906P109 8,022 183,280 SH   SOLE   3,070 0 180,210
Descartes Systems Group, Inc. COM 249906108 6,290 193,540 SH   SOLE   3,540 0 190,000
Digital Realty Trust, Inc. COM 253868103 5,420 48,578 SH   SOLE   866 0 47,712
Diplomat Pharmacy COM 25456K101 5,142 201,185 SH   SOLE   3,685 0 197,500
Dorman Products, Inc. COM 258278100 5,385 78,845 SH   SOLE   1,345 0 77,500
Dr Pepper Snapple Group, Inc. COM 26138E109 13,572 111,250 SH   SOLE   1,020 0 110,230
East West Bancorp, Inc. COM 27579R104 22,887 351,035 SH   SOLE   1,035 0 350,000
Emerson Electric Co. COM 291011104 6,807 98,460 SH   SOLE   3,260 0 95,200
EnLink Midstream Partners, LP COM UNIT REP LTD 29336U107 2,717 175,000 SH   SOLE   0 0 175,000
Enterprise Products Partners L.P. COM 293792107 51,345 1,855,640 SH   SOLE   28,040 0 1,827,600
Envestnet, Inc. COM 29404K106 5,961 108,490 SH   SOLE   1,990 0 106,500
Equifax Inc. COM 294429105 11,946 95,485 SH   SOLE   485 0 95,000
Equinix, Inc. COM PAR $0.001 29444U700 7,454 17,340 SH   SOLE   1,440 0 15,900
Euronet Worldwide, Inc. COM 298736109 4,907 58,580 SH   SOLE   1,080 0 57,500
ExlService Holdings, Inc. COM 302081104 6,693 118,245 SH   SOLE   8,445 0 109,800
Extended Stay America, Inc. UNIT 99/99/9999B 30224P200 9,975 461,615 SH   SOLE   8,360 0 453,255
Facebook, Inc. CL A 30303M102 46,770 240,690 SH   SOLE   690 0 240,000
Fastenal Co. COM 311900104 67,004 1,392,165 SH   SOLE   18,700 0 1,373,465
Fidelity National Information Services, Inc. COM 31620M106 23,254 219,320 SH   SOLE   10,710 0 208,610
First Financial Bancorp. COM 320209109 6,210 202,614 SH   SOLE   5,920 0 196,694
First Horizon National Corporation COM 320517105 5,822 326,370 SH   SOLE   6,870 0 319,500
Fiserv, Inc. COM 337738108 15,762 212,748 SH   SOLE   3,790 0 208,958
FleetCor Technologies, Inc. COM 339041105 17,910 85,025 SH   SOLE   1,335 0 83,690
Fortive Corporation COM 34959J108 64,627 838,115 SH   SOLE   14,025 0 824,090
Fortune Brands Home & Security, Inc. COM 34964C106 11,442 213,130 SH   SOLE   3,825 0 209,305
Gartner, Inc. COM 366651107 27,988 210,600 SH   SOLE   600 0 210,000
GCP Applied Technologies Inc. COM 36164Y101 5,236 180,865 SH   SOLE   3,365 0 177,500
Gilead Sciences, Inc. COM 375558103 29,789 420,515 SH   SOLE   10,215 0 410,300
Glacier Bancorp, Inc. COM 37637Q105 5,360 138,575 SH   SOLE   2,575 0 136,000
Global Payments Inc. COM 37940X102 14,097 126,450 SH   SOLE   4,860 0 121,590
Granite Point Mortgage Trust Inc. COM 38741L107 4,628 252,246 SH   SOLE   4,380 0 247,866
Harris Corporation COM 413875105 18,627 128,875 SH   SOLE   3,685 0 125,190
Healthcare Services Group, Inc. COM 421906108 4,692 108,650 SH   SOLE   2,450 0 106,200
HEICO Corporation COM 422806109 6,619 90,760 SH   SOLE   1,853 0 88,906
Home Depot, Inc. (The) COM 437076102 61,139 313,375 SH   SOLE   5,175 0 308,200
Honeywell International Inc. COM 438516106 31,562 219,110 SH   SOLE   3,010 0 216,100
Hormel Foods Corporation COM 440452100 17,315 465,340 SH   SOLE   27,465 0 437,875
Huntington Bancshares Incorporated COM 446150104 9,091 615,950 SH   SOLE   10,350 0 605,600
IBERIABANK Corporation COM 450828108 5,213 68,780 SH   SOLE   1,280 0 67,500
ICF International, Inc. COM 44925C103 6,874 96,760 SH   SOLE   1,760 0 95,000
ICON plc SHS G4705A100 7,340 55,385 SH   SOLE   985 0 54,400
IDEX Corporation COM 45167R104 9,718 71,205 SH   SOLE   1,105 0 70,100
IHS Markit Ltd. SHS 451734107 15,754 305,373 SH   SOLE   1,800 0 303,573
Imperva, Inc. COM 45321L100 5,413 112,195 SH   SOLE   2,195 0 110,000
Intel Corporation COM 458140100 67,488 1,357,640 SH   SOLE   21,140 0 1,336,500
Interface, Inc. COM 458665304 5,436 236,875 SH   SOLE   4,375 0 232,500
International Business Machines Corporation COM 459200101 27,308 195,480 SH   SOLE   480 0 195,000
IQVIA Holdings Inc. COM 46266C105 11,112 111,322 SH   SOLE   5,721 0 105,601
Jack Henry and Associates, Inc. COM 426281101 5,507 42,245 SH   SOLE   745 0 41,500
Johnson & Johnson COM 478160104 33,257 274,085 SH   SOLE   5,085 0 269,000
K2M Group Holdings, Inc. COM 48273J107 6,213 276,156 SH   SOLE   5,165 0 270,991
KAR Auction Services, Inc. COM 48238T109 25,993 474,335 SH   SOLE   13,130 0 461,205
KeyCorp COM 493267108 16,811 860,385 SH   SOLE   29,585 0 830,800
Knight Transportation, Inc. COM 499064103 11,966 313,175 SH   SOLE   14,885 0 298,290
Kraft Heinz Company (The) COM 500754106 4,554 72,500 SH   SOLE   2,000 0 70,500
Laboratory Corporation of America Holdings COM NEW 50540R409 55,452 308,875 SH   SOLE   5,875 0 303,000
Lamb Weston Holdings, Inc. COM 513272104 15,180 221,580 SH   SOLE   3,635 0 217,945
La-Z-Boy Incorporated COM 505336107 4,578 149,630 SH   SOLE   3,130 0 146,500
LivaNova PLC SHS G5509L101 18,592 186,260 SH   SOLE   2,105 0 184,155
LKQ Corporation COM 501889208 67,189 2,106,262 SH   SOLE   27,485 0 2,078,777
Marsh & McLennan Companies, Inc. COM 571748102 704 8,600 SH   SOLE   7,000 0 1,600
Marten Transport, Ltd. COM 573075108 6,653 283,742 SH   SOLE   5,476 0 278,266
Mastercard Incorporated CL A 57636Q104 86,505 440,185 SH   SOLE   5,185 0 435,000
Maxim Integrated Products COM 57772K101 3,987 67,975 SH   SOLE   475 0 67,500
McDonald's Corporation COM 580135101 40,002 255,295 SH   SOLE   3,895 0 251,400
Medtronic Public Limited Company SHS G5960L103 47,463 554,420 SH   SOLE   8,120 0 546,300
MercadoLibre, Inc. COM 58733R102 2,092 7,000 SH   SOLE   0 0 7,000
Merck & Co., Inc. COM 58933Y105 19,234 316,882 SH   SOLE   995 0 315,887
Mettler-Toledo International Inc. COM 592688105 11,711 20,240 SH   SOLE   330 0 19,910
Microchip Technology Inc. COM 595017104 14,876 163,570 SH   SOLE   7,115 0 156,455
Microsoft Corporation COM 594918104 102,972 1,044,240 SH   SOLE   11,440 0 1,032,800
Middleby Corporation (The) COM 596278101 4,895 46,880 SH   SOLE   2,880 0 44,000
Mohawk Industries, Inc. COM 608190104 48,085 224,415 SH   SOLE   4,555 0 219,860
Mondelez International, Inc. CL A 609207105 29,840 727,805 SH   SOLE   19,705 0 708,100
Morningstar, Inc. COM 617700109 7,320 57,080 SH   SOLE   1,080 0 56,000
Murphy USA Inc. COM 626755102 5,299 71,330 SH   SOLE   1,330 0 70,000
Nomad Foods Ltd. USD ORD SHS G6564A105 5,817 303,135 SH   SOLE   6,635 0 296,500
Nordson Corporation COM 655663102 9,155 71,300 SH   SOLE   1,220 0 70,080
Northern Trust Corporation COM 665859104 25,256 245,470 SH   SOLE   11,405 0 234,065
NuVasive, Inc. COM 670704105 14,398 276,255 SH   SOLE   5,245 0 271,010
Old Dominion Freight Line, Inc. COM 679580100 6,063 40,705 SH   SOLE   660 0 40,045
Old Republic International Corporation COM 680223104 6,905 346,835 SH   SOLE   1,835 0 345,000
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 6,836 94,290 SH   SOLE   1,790 0 92,500
O'Reilly Automotive, Inc. COM 67103H107 60,404 220,801 SH   SOLE   780 0 220,021
Palo Alto Networks, Inc. COM 697435105 15,633 76,085 SH   SOLE   500 0 75,585
Paylocity Holding Corporation COM 70438V106 6,715 114,100 SH   SOLE   2,100 0 112,000
PepsiCo, Inc. COM 713448108 31,852 292,575 SH   SOLE   6,675 0 285,900
Pfizer Inc. COM 717081103 46,565 1,283,495 SH   SOLE   20,995 0 1,262,500
Philip Morris International Inc. COM 718172109 43,105 533,885 SH   SOLE   1,885 0 532,000
Pinnacle Foods Inc. COM 72348P104 19,681 302,510 SH   SOLE   13,720 0 288,790
PNC Financial Services Group, Inc. COM 693475105 12,253 90,700 SH   SOLE   5,100 0 85,600
Polaris Industries Inc. COM 731068102 9,336 76,415 SH   SOLE   1,340 0 75,075
PolyOne Corporation COM 73179P106 14,561 336,905 SH   SOLE   4,605 0 332,300
Potbelly Corporation COM 73754Y100 3,629 280,290 SH   SOLE   5,290 0 275,000
Power Integrations, Inc. COM 739276103 5,521 75,590 SH   SOLE   1,450 0 74,140
Prestige Brands Holdings, Inc. COM 74112D101 3,732 97,250 SH   SOLE   2,250 0 95,000
PriceSmart, Inc. COM 741511109 15,108 166,941 SH   SOLE   2,930 0 164,011
Proctor & Gamble Company (The) COM 742718109 4,819 61,745 SH   SOLE   2,745 0 59,000
Q2 Holdings, Inc. COM 74736L109 7,273 127,490 SH   SOLE   2,490 0 125,000
QTS Realty Trust, Inc. COM CL A 74736A103 13,567 343,475 SH   SOLE   13,775 0 329,700
Quest Diagnostics Incorporated COM 74834L100 2,237 20,350 SH   SOLE   350 0 20,000
Rapid7, Inc. COM 753422104 4,457 157,945 SH   SOLE   2,945 0 155,000
Raymond James Financial, Inc. COM 754730109 15,290 171,130 SH   SOLE   6,160 0 164,970
Red Hat, Inc. COM 756577102 4,812 35,815 SH   SOLE   265 0 35,550
Regal-Beloit Corporation COM 758750103 5,341 65,305 SH   SOLE   1,305 0 64,000
Regeneron Pharmaceuticals, Inc. COM 75886F107 5,859 16,985 SH   SOLE   1,775 0 15,210
ResMed Inc. COM 761152107 20,685 199,705 SH   SOLE   7,765 0 191,940
Ritchie Bros. Auctioneers Incorporated COM 767744105 5,921 173,535 SH   SOLE   3,535 0 170,000
Robert Half International Inc. COM 770323103 8,961 137,650 SH   SOLE   2,500 0 135,150
Rockwell Automation, Inc. COM 773903109 23,354 140,495 SH   SOLE   495 0 140,000
RPM International, Inc. COM 749685103 15,161 259,971 SH   SOLE   12,936 0 247,035
Ryder System, Inc. COM 783549108 8,461 117,745 SH   SOLE   7,445 0 110,300
salesforce.com, inc. COM 79466L302 30,097 220,655 SH   SOLE   655 0 220,000
SEI Investments Company COM 784117103 9,875 157,950 SH   SOLE   2,785 0 155,165
Semtech Corporation COM 816850101 4,858 103,270 SH   SOLE   2,170 0 101,100
Sensient Technoligies Corporation COM 81725T100 5,716 79,890 SH   SOLE   1,390 0 78,500
Service Corporation International COM 817565104 14,495 405,010 SH   SOLE   6,760 0 398,250
ServiceNow, Inc. COM 81762P102 34,294 198,845 SH   SOLE   790 0 198,055
Six Flags Entertainment Corporation COM 83001A102 7,120 101,645 SH   SOLE   645 0 101,000
Skyworks Solutions, Inc. COM 83088M102 37,182 384,710 SH   SOLE   2,510 0 382,200
Snap-on Incorporated COM 833034101 93,251 580,210 SH   SOLE   6,810 0 573,400
SP Plus Corporation COM 78469C103 5,147 138,376 SH   SOLE   2,680 0 135,696
Stanley Black & Decker Inc. COM 854502101 2,421 18,230 SH   SOLE   2,330 0 15,900
Starbucks Corporation COM 855244109 31,118 637,015 SH   SOLE   2,015 0 635,000
STERIS plc SHS USD G84720104 7,246 69,010 SH   SOLE   1,110 0 67,900
Sterling Bancorp COM 85917A100 5,402 229,880 SH   SOLE   19,980 0 209,900
SunTrust Banks, Inc. COM 867914103 6,402 96,980 SH   SOLE   1,870 0 95,110
Syneos Health, Inc. CL A 87166B102 5,302 113,065 SH   SOLE   2,065 0 111,000
Tabula Rasa HealthCare, Inc. COM 873379101 4,642 72,735 SH   SOLE   1,235 0 71,500
Teleflex Incorporated COM 879369106 8,590 32,030 SH   SOLE   500 0 31,530
Thermo Fisher Scientific Inc. COM 883556102 91,774 443,054 SH   SOLE   5,065 0 437,989
TJX Companies, Inc. (The) COM 872540109 55,296 580,970 SH   SOLE   11,970 0 569,000
TransUnion COM 89400J107 18,611 259,790 SH   SOLE   4,015 0 255,775
Ulta Beauty, Inc. COM 903845303 49,572 212,340 SH   SOLE   2,795 0 209,545
US Ecology, Inc. COM 91732J102 6,586 103,405 SH   SOLE   1,905 0 101,500
US Foods Holding Corp. COM 912008109 17,248 456,070 SH   SOLE   7,660 0 448,410
Varex Imaging Corporation COM 92214X106 6,140 165,570 SH   SOLE   3,070 0 162,500
Veeva Systems Inc. CL A COM 922475108 3,703 48,190 SH   SOLE   690 0 47,500
Verisk Analytics, Inc. COM 92345Y106 16,439 152,725 SH   SOLE   2,545 0 150,180
Vertex Pharmaceuticals Incorporated COM 92532F100 5,115 30,100 SH   SOLE   570 0 29,530
Visa Inc. COM CL A 92826C839 59,785 451,380 SH   SOLE   1,380 0 450,000
Vocera Communicaitons, Inc. COM 92857F107 6,623 221,610 SH   SOLE   4,110 0 217,500
Vulcan Material Company COM 929160109 10,840 83,995 SH   SOLE   1,405 0 82,590
W.P. Carey Inc. COM 92936U109 7,839 118,155 SH   SOLE   1,655 0 116,500
Walgreens Boots Alliance, Inc. COM 931427108 44,886 747,920 SH   SOLE   10,220 0 737,700
Walt Disney Company (The) COM DISNEY 254687106 125 1,200 SH   SOLE   1,200 0 0
Webster Financial Corporation COM 947890109 18,006 282,670 SH   SOLE   11,490 0 271,180
WEC Energy Group, Inc. COM 92939U106 8,687 134,380 SH   SOLE   3,480 0 130,900
Wendy's Company (The) COM 95058W100 14,081 819,635 SH   SOLE   15,180 0 804,455
Werner Enterprises, Inc. COM 950755108 5,349 142,455 SH   SOLE   2,455 0 140,000
Westinghouse Air Brake Technologies Corporation COM 929740108 15,191 154,100 SH   SOLE   2,060 0 152,040
Weyerhaeuser Company COM 962166104 8,324 228,310 SH   SOLE   22,110 0 206,200
Williams Partners L.P. COM UNIT LP 96949L105 3,962 97,611 SH   SOLE   433 0 97,178
Willis Towers Watson Public Limited Company SHS G96629103 10,793 71,199 SH   SOLE   2,250 0 68,949
WNS (Holdings) Limited SPON ADR 92932M101 7,891 151,235 SH   SOLE   2,835 0 148,400
Workday, Inc. CL A 98138H101 34,421 284,195 SH   SOLE   1,105 0 283,090
Worldpay, Inc. - Class A CL A 981558109 14,260 174,380 SH   SOLE   6,090 0 168,290
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 5,957 229,490 SH   SOLE   4,490 0 225,000
Wyndham Hotels & Resorts, Inc. COM 98311A105 9,592 163,050 SH   SOLE   2,870 0 160,180
Xilinx, Inc. COM 983919101 13,897 212,960 SH   SOLE   2,890 0 210,070
Zebra Technologies Corporation CL A 989207105 5,497 38,375 SH   SOLE   575 0 37,800