The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMETEK, Inc. | COM | 031100100 | 119,304 | 1,507,885 | SH | SOLE | 1,370,320 | 0 | 137,565 | ||
ANSYS, Inc. | COM | 03662Q105 | 71,937 | 385,350 | SH | SOLE | 349,420 | 0 | 35,930 | ||
Actuant Corporation Class A | COM | 00508X203 | 5,292 | 189,690 | SH | SOLE | 134,125 | 0 | 55,565 | ||
Advance Auto Parts, Inc. | COM | 00751Y106 | 108,469 | 644,385 | SH | SOLE | 585,095 | 0 | 59,290 | ||
Akamai Technologies, Inc. | COM | 00971T101 | 30,750 | 420,365 | SH | SOLE | 380,890 | 0 | 39,475 | ||
Altra Industrial Motion Corp. | COM | 02208R106 | 52,562 | 1,272,680 | SH | SOLE | 891,595 | 0 | 381,085 | ||
Aptargroup, Inc. | COM | 038336103 | 199,063 | 1,847,625 | SH | SOLE | 1,678,960 | 0 | 168,665 | ||
Argo Group International Holdi | COM | G0464B107 | 105,589 | 1,674,693 | SH | SOLE | 1,176,263 | 0 | 498,430 | ||
Arthur J. Gallagher & Co. | COM | 363576109 | 163,569 | 2,197,325 | SH | SOLE | 1,995,130 | 0 | 202,195 | ||
Avanos Medical, Inc. | COM | 05350V106 | 107,271 | 1,565,996 | SH | SOLE | 1,098,491 | 0 | 467,505 | ||
B&G Foods, Inc. | COM | 05508R106 | 81,382 | 2,964,736 | SH | SOLE | 2,081,096 | 0 | 883,640 | ||
Bio-Techne Corporation | COM | 09073M104 | 121,269 | 594,135 | SH | SOLE | 544,285 | 0 | 49,850 | ||
Blackbaud, Inc. | COM | 09227Q100 | 245,519 | 2,419,380 | SH | SOLE | 1,942,990 | 0 | 476,390 | ||
Boston Beer Company, Inc. Clas | COM | 100557107 | 40,638 | 141,350 | SH | SOLE | 98,830 | 0 | 42,520 | ||
Bryn Mawr Bank Corporation | COM | 117665109 | 40,442 | 862,295 | SH | SOLE | 600,445 | 0 | 261,850 | ||
CONMED Corporation | COM | 207410101 | 108,979 | 1,375,655 | SH | SOLE | 964,560 | 0 | 411,095 | ||
CVB Financial Corp. | COM | 126600105 | 51,068 | 2,287,980 | SH | SOLE | 1,602,945 | 0 | 685,035 | ||
Campbell Soup Company | COM | 134429109 | 68,819 | 1,878,765 | SH | SOLE | 1,706,695 | 0 | 172,070 | ||
Cantel Medical Corp. | COM | 138098108 | 18,533 | 201,310 | SH | SOLE | 142,000 | 0 | 59,310 | ||
Cardiovascular Systems, Inc. | COM | 141619106 | 93,646 | 2,392,580 | SH | SOLE | 1,672,720 | 0 | 719,860 | ||
Catalent Inc | COM | 148806102 | 177,702 | 3,901,245 | SH | SOLE | 3,231,310 | 0 | 669,935 | ||
Chase Corporation | COM | 16150R104 | 8,326 | 69,300 | SH | SOLE | 48,250 | 0 | 21,050 | ||
Commerce Bancshares, Inc. | COM | 200525103 | 74,354 | 1,126,230 | SH | SOLE | 1,026,650 | 0 | 99,580 | ||
Community Bank System, Inc. | COM | 203607106 | 50,814 | 832,055 | SH | SOLE | 584,250 | 0 | 247,805 | ||
Cooper Companies, Inc. | COM | 216648402 | 122,133 | 440,675 | SH | SOLE | 403,270 | 0 | 37,405 | ||
Cullen/Frost Bankers, Inc. | COM | 229899109 | 96,874 | 927,555 | SH | SOLE | 841,605 | 0 | 85,950 | ||
DENTSPLY SIRONA, Inc. | COM | 24906P109 | 94,829 | 2,512,695 | SH | SOLE | 2,281,940 | 0 | 230,755 | ||
Despegar.com, Corp. | COM | G27358103 | 715 | 42,370 | SH | SOLE | 42,370 | 0 | 0 | ||
Edwards Lifesciences Corporati | COM | 28176E108 | 114,726 | 658,965 | SH | SOLE | 597,755 | 0 | 61,210 | ||
El Pollo Loco Holdings Inc | COM | 268603107 | 17,413 | 1,387,520 | SH | SOLE | 956,930 | 0 | 430,590 | ||
Envestnet, Inc. | COM | 29404K106 | 24,055 | 394,665 | SH | SOLE | 276,945 | 0 | 117,720 | ||
Everest Re Group, Ltd. | COM | G3223R108 | 192,832 | 844,015 | SH | SOLE | 766,495 | 0 | 77,520 | ||
First Financial Bankshares, In | COM | 32020R109 | 30,298 | 512,655 | SH | SOLE | 361,850 | 0 | 150,805 | ||
Flowers Foods, Inc. | COM | 343498101 | 134,439 | 7,204,665 | SH | SOLE | 6,544,625 | 0 | 660,040 | ||
Fortive Corp. | COM | 34959J108 | 106,443 | 1,264,165 | SH | SOLE | 1,140,445 | 0 | 123,720 | ||
Gates Industrial Corporation p | COM | G39108108 | 104,039 | 5,335,315 | SH | SOLE | 4,846,525 | 0 | 488,790 | ||
German American Bancorp, Inc. | COM | 373865104 | 39,030 | 1,106,290 | SH | SOLE | 777,025 | 0 | 329,265 | ||
Guidewire Software, Inc. | COM | 40171V100 | 88,848 | 879,600 | SH | SOLE | 795,680 | 0 | 83,920 | ||
H.B. Fuller Company | COM | 359694106 | 94,885 | 1,836,375 | SH | SOLE | 1,286,555 | 0 | 549,820 | ||
HealthEquity Inc | COM | 42226A107 | 8,544 | 90,500 | SH | SOLE | 0 | 0 | 90,500 | ||
Helen of Troy Limited | COM | G4388N106 | 108,782 | 831,035 | SH | SOLE | 582,355 | 0 | 248,680 | ||
Henry Schein, Inc. | COM | 806407102 | 61,300 | 720,920 | SH | SOLE | 653,470 | 0 | 67,450 | ||
Hibbett Sports, Inc. | COM | 428567101 | 13,704 | 728,935 | SH | SOLE | 528,995 | 0 | 199,940 | ||
Hormel Foods Corporation | COM | 440452100 | 187,298 | 4,753,765 | SH | SOLE | 4,317,395 | 0 | 436,370 | ||
Hostess Brands, Inc. Class A | COM | 44109J106 | 70,381 | 6,357,810 | SH | SOLE | 4,456,880 | 0 | 1,900,930 | ||
IDEX Corporation | COM | 45167R104 | 66,746 | 443,025 | SH | SOLE | 402,610 | 0 | 40,415 | ||
Independent Bank Corp. | COM | 453836108 | 62,493 | 756,575 | SH | SOLE | 533,170 | 0 | 223,405 | ||
Innospec Inc. | COM | 45768S105 | 73,063 | 951,960 | SH | SOLE | 668,635 | 0 | 283,325 | ||
Insulet Corporation | COM | 45784P101 | 76,672 | 723,660 | SH | SOLE | 507,960 | 0 | 215,700 | ||
Integra LifeSciences Holdings | COM | 457985208 | 351,916 | 5,342,585 | SH | SOLE | 4,365,200 | 0 | 977,385 | ||
International Flavors & Fragra | COM | 459506101 | 115,121 | 827,495 | SH | SOLE | 748,110 | 0 | 79,385 | ||
J & J Snack Foods Corp. | COM | 466032109 | 24,658 | 163,420 | SH | SOLE | 116,255 | 0 | 47,165 | ||
J.M. Smucker Company | COM | 832696405 | 92,107 | 897,645 | SH | SOLE | 815,610 | 0 | 82,035 | ||
James River Group Holdings Ltd | COM | G5005R107 | 23,285 | 546,335 | SH | SOLE | 381,710 | 0 | 164,625 | ||
John Bean Technologies Corpora | COM | 477839104 | 117,248 | 982,800 | SH | SOLE | 686,255 | 0 | 296,545 | ||
John Wiley & Sons, Inc. Class | COM | 968223206 | 223,416 | 3,686,730 | SH | SOLE | 2,939,825 | 0 | 746,905 | ||
Laboratory Corporation of Amer | COM | 50540R409 | 122,405 | 704,775 | SH | SOLE | 640,775 | 0 | 64,000 | ||
LogMeIn, Inc. | COM | 54142L109 | 136,551 | 1,532,555 | SH | SOLE | 1,224,405 | 0 | 308,150 | ||
Lydall, Inc. | COM | 550819106 | 56,266 | 1,305,485 | SH | SOLE | 915,430 | 0 | 390,055 | ||
MGP Ingredients, Inc. | COM | 55303J106 | 23,186 | 293,565 | SH | SOLE | 205,350 | 0 | 88,215 | ||
MINDBODY, Inc. Class A | COM | 60255W105 | 15,983 | 393,180 | SH | SOLE | 266,565 | 0 | 126,615 | ||
MSA Safety, Inc. | COM | 553498106 | 72,688 | 682,900 | SH | SOLE | 479,830 | 0 | 203,070 | ||
Masimo Corporation | COM | 574795100 | 88,052 | 707,020 | SH | SOLE | 577,875 | 0 | 129,145 | ||
McCormick & Company, Incorpora | COM | 579780206 | 118,792 | 901,645 | SH | SOLE | 820,325 | 0 | 81,320 | ||
Medidata Solutions, Inc. | COM | 58471A105 | 157,680 | 2,150,860 | SH | SOLE | 1,732,310 | 0 | 418,550 | ||
Molson Coors Brewing Company C | COM | 60871R209 | 103,676 | 1,685,795 | SH | SOLE | 1,541,835 | 0 | 143,960 | ||
Morningstar, Inc. | COM | 617700109 | 35,333 | 280,640 | SH | SOLE | 255,460 | 0 | 25,180 | ||
Navigators Group, Inc. | COM | 638904102 | 88,666 | 1,283,155 | SH | SOLE | 903,605 | 0 | 379,550 | ||
New Relic, Inc. | COM | 64829B100 | 99,280 | 1,053,590 | SH | SOLE | 738,400 | 0 | 315,190 | ||
Nordson Corporation | COM | 655663102 | 177,098 | 1,275,000 | SH | SOLE | 1,157,325 | 0 | 117,675 | ||
Northern Trust Corporation | COM | 665859104 | 168,361 | 1,648,495 | SH | SOLE | 1,495,640 | 0 | 152,855 | ||
NuVasive, Inc. | COM | 670704105 | 224,098 | 3,157,205 | SH | SOLE | 2,552,405 | 0 | 604,800 | ||
Okta, Inc. Class A | COM | 679295105 | 206,856 | 2,939,960 | SH | SOLE | 2,353,500 | 0 | 586,460 | ||
Omnicell, Inc. | COM | 68213N109 | 69,294 | 963,760 | SH | SOLE | 677,410 | 0 | 286,350 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 171,457 | 761,150 | SH | SOLE | 691,215 | 0 | 69,935 | ||
Penumbra, Inc. | COM | 70975L107 | 68,481 | 457,455 | SH | SOLE | 320,860 | 0 | 136,595 | ||
Prestige Consumer Healthcare I | COM | 74112D101 | 78,756 | 2,078,545 | SH | SOLE | 1,462,290 | 0 | 616,255 | ||
Prosperity Bancshares, Inc.(R) | COM | 743606105 | 139,801 | 2,015,875 | SH | SOLE | 1,648,225 | 0 | 367,650 | ||
Pure Storage, Inc. Class A | COM | 74624M102 | 186,160 | 7,173,790 | SH | SOLE | 5,568,625 | 0 | 1,605,165 | ||
Q2 Holdings, Inc. | COM | 74736L109 | 50,860 | 839,970 | SH | SOLE | 591,545 | 0 | 248,425 | ||
Qualys, Inc. | COM | 74758T303 | 82,367 | 924,430 | SH | SOLE | 649,475 | 0 | 274,955 | ||
Red Hat, Inc. | COM | 756577102 | 175,115 | 1,284,965 | SH | SOLE | 1,163,725 | 0 | 121,240 | ||
Ritchie Bros. Auctioneers Inco | COM | 767744105 | 250,480 | 6,932,750 | SH | SOLE | 5,572,680 | 0 | 1,360,070 | ||
Rockwell Automation, Inc. | COM | 773903109 | 125,639 | 670,005 | SH | SOLE | 607,705 | 0 | 62,300 | ||
SVB Financial Group | COM | 78486Q101 | 43,123 | 138,735 | SH | SOLE | 125,945 | 0 | 12,790 | ||
Sally Beauty Holdings, Inc. | COM | 79546E104 | 132,308 | 7,194,560 | SH | SOLE | 5,909,015 | 0 | 1,285,545 | ||
Sensient Technologies Corporat | COM | 81725T100 | 129,430 | 1,691,675 | SH | SOLE | 1,188,180 | 0 | 503,495 | ||
Simply Good Foods Co | COM | 82900L102 | 52,093 | 2,678,325 | SH | SOLE | 1,880,640 | 0 | 797,685 | ||
Splunk Inc. | COM | 848637104 | 212,143 | 1,754,555 | SH | SOLE | 1,594,440 | 0 | 160,115 | ||
Standex International Corporat | COM | 854231107 | 69,254 | 664,305 | SH | SOLE | 462,845 | 0 | 201,460 | ||
Stericycle, Inc. | COM | 858912108 | 86,758 | 1,478,493 | SH | SOLE | 1,343,738 | 0 | 134,755 | ||
Stock Yards Bancorp, Inc. | COM | 861025104 | 29,964 | 825,456 | SH | SOLE | 577,856 | 0 | 247,600 | ||
Supernus Pharmaceuticals, Inc. | COM | 868459108 | 67,001 | 1,330,705 | SH | SOLE | 932,365 | 0 | 398,340 | ||
Synopsys, Inc. | COM | 871607107 | 86,239 | 874,542 | SH | SOLE | 795,057 | 0 | 79,485 | ||
Tableau Software, Inc. Class A | COM | 87336U105 | 101,086 | 904,655 | SH | SOLE | 822,030 | 0 | 82,625 | ||
Teladoc Health, Inc. | COM | 87918A105 | 69,712 | 807,315 | SH | SOLE | 542,145 | 0 | 265,170 | ||
Tractor Supply Company | COM | 892356106 | 142,828 | 1,571,610 | SH | SOLE | 1,428,320 | 0 | 143,290 | ||
TreeHouse Foods, Inc. | COM | 89469A104 | 157,463 | 3,290,770 | SH | SOLE | 2,701,920 | 0 | 588,850 | ||
TriMas Corporation | COM | 896215209 | 40,483 | 1,331,680 | SH | SOLE | 938,395 | 0 | 393,285 | ||
UMB Financial Corporation | COM | 902788108 | 93,022 | 1,312,015 | SH | SOLE | 918,945 | 0 | 393,070 | ||
Ulta Beauty Inc | COM | 90384S303 | 125,800 | 445,910 | SH | SOLE | 405,150 | 0 | 40,760 | ||
Valvoline Inc. | COM | 92047W101 | 85,338 | 3,967,365 | SH | SOLE | 3,596,405 | 0 | 370,960 | ||
Veeva Systems Inc Class A | COM | 922475108 | 140,247 | 1,288,210 | SH | SOLE | 1,166,710 | 0 | 121,500 | ||
Verisk Analytics Inc | COM | 92345Y106 | 136,231 | 1,130,080 | SH | SOLE | 1,030,270 | 0 | 99,810 | ||
Washington Trust Bancorp, Inc. | COM | 940610108 | 42,488 | 768,310 | SH | SOLE | 536,165 | 0 | 232,145 | ||
Waters Corporation | COM | 941848103 | 160,010 | 821,915 | SH | SOLE | 746,095 | 0 | 75,820 | ||
Welbilt Inc | COM | 949090104 | 124,576 | 5,966,285 | SH | SOLE | 4,178,275 | 0 | 1,788,010 | ||
West Pharmaceutical Services, | COM | 955306105 | 61,404 | 497,320 | SH | SOLE | 451,590 | 0 | 45,730 | ||
Wolverine World Wide, Inc. | COM | 978097103 | 76,144 | 1,949,915 | SH | SOLE | 1,360,825 | 0 | 589,090 | ||
Woodward, Inc. | COM | 980745103 | 97,514 | 1,205,965 | SH | SOLE | 850,340 | 0 | 355,625 | ||
Workday, Inc. Class A | COM | 98138H101 | 171,237 | 1,173,020 | SH | SOLE | 1,066,110 | 0 | 106,910 | ||
Yext, Inc. | COM | 98585N106 | 53,731 | 2,267,140 | SH | SOLE | 1,581,175 | 0 | 685,965 | ||
e.l.f. Beauty, Inc. | COM | 26856L103 | 46,067 | 3,618,795 | SH | SOLE | 2,536,160 | 0 | 1,082,635 | ||
Alibaba Group Holding Ltd. Spo | ADR | 01609W102 | 214 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
Ambev SA Sponsored ADR | ADR | 02319V103 | 62 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
Lexinfintech Holdings Ltd. Sp | ADR | 528877103 | 828 | 83,400 | SH | SOLE | 83,400 | 0 | 0 | ||
Noah Holdings Ltd. Sponsored A | ADR | 65487X102 | 624 | 14,815 | SH | SOLE | 14,815 | 0 | 0 | ||
Talend SA Sponsored ADR | ADR | 874224207 | 62,659 | 898,465 | SH | SOLE | 644,400 | 0 | 254,065 |