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 | 108,085 | 1,596,535 | SH | SOLE | 1,452,375 | 0 | 144,160 | ||
ANSYS, Inc. | COM | 03662Q105 | 56,978 | 398,615 | SH | SOLE | 363,365 | 0 | 35,250 | ||
Advance Auto Parts, Inc. | COM | 00751Y106 | 101,818 | 646,630 | SH | SOLE | 588,640 | 0 | 57,990 | ||
Akamai Technologies, Inc. | COM | 00971T101 | 36,616 | 599,475 | SH | SOLE | 546,570 | 0 | 52,905 | ||
Altra Industrial Motion Corp. | COM | 02208R106 | 48,548 | 1,930,320 | SH | SOLE | 1,340,985 | 0 | 589,335 | ||
Aptargroup, Inc. | COM | 038336103 | 148,369 | 1,577,215 | SH | SOLE | 1,437,195 | 0 | 140,020 | ||
Argo Group International Holdi | COM | G0464B107 | 104,410 | 1,552,563 | SH | SOLE | 1,056,183 | 0 | 496,380 | ||
Arthur J. Gallagher & Co. | COM | 363576109 | 161,057 | 2,185,300 | SH | SOLE | 1,988,345 | 0 | 196,955 | ||
Avanos Medical, Inc. | COM | 05350V106 | 93,968 | 2,097,972 | SH | SOLE | 1,446,627 | 0 | 651,345 | ||
B&G Foods, Inc. | COM | 05508R106 | 80,827 | 2,795,815 | SH | SOLE | 1,913,650 | 0 | 882,165 | ||
Barnes Group Inc. | COM | 067806109 | 45,489 | 848,365 | SH | SOLE | 587,715 | 0 | 260,650 | ||
Bio-Techne Corporation | COM | 09073M104 | 102,476 | 708,100 | SH | SOLE | 650,365 | 0 | 57,735 | ||
BlackLine, Inc. | COM | 09239B109 | 51,593 | 1,259,900 | SH | SOLE | 868,640 | 0 | 391,260 | ||
Blackbaud, Inc. | COM | 09227Q100 | 153,005 | 2,432,505 | SH | SOLE | 1,945,620 | 0 | 486,885 | ||
Boston Beer Company, Inc. Clas | COM | 100557107 | 32,226 | 133,805 | SH | SOLE | 91,335 | 0 | 42,470 | ||
Brown-Forman Corporation Class | COM | 115637209 | 68,333 | 1,436,165 | SH | SOLE | 1,316,415 | 0 | 119,750 | ||
Bryn Mawr Bank Corporation | COM | 117665109 | 32,287 | 938,580 | SH | SOLE | 656,950 | 0 | 281,630 | ||
CONMED Corporation | COM | 207410101 | 91,304 | 1,422,180 | SH | SOLE | 983,425 | 0 | 438,755 | ||
CVB Financial Corp. | COM | 126600105 | 44,443 | 2,196,905 | SH | SOLE | 1,513,145 | 0 | 683,760 | ||
Campbell Soup Company | COM | 134429109 | 62,036 | 1,880,435 | SH | SOLE | 1,711,185 | 0 | 169,250 | ||
Cantel Medical Corp. | COM | 138098108 | 64,460 | 865,820 | SH | SOLE | 690,850 | 0 | 174,970 | ||
Cardiovascular Systems, Inc. | COM | 141619106 | 73,814 | 2,590,880 | SH | SOLE | 1,789,240 | 0 | 801,640 | ||
Catalent Inc | COM | 148806102 | 119,695 | 3,838,830 | SH | SOLE | 3,172,315 | 0 | 666,515 | ||
Chase Corporation | COM | 16150R104 | 13,950 | 139,435 | SH | SOLE | 95,300 | 0 | 44,135 | ||
Commerce Bancshares, Inc. | COM | 200525103 | 67,727 | 1,201,480 | SH | SOLE | 1,093,974 | 0 | 107,506 | ||
Community Bank System, Inc. | COM | 203607106 | 45,803 | 785,650 | SH | SOLE | 538,295 | 0 | 247,355 | ||
Cooper Companies, Inc. | COM | 216648402 | 99,130 | 389,510 | SH | SOLE | 357,520 | 0 | 31,990 | ||
Cullen/Frost Bankers, Inc. | COM | 229899109 | 82,297 | 935,835 | SH | SOLE | 851,235 | 0 | 84,600 | ||
DENTSPLY SIRONA, Inc. | COM | 24906P109 | 104,569 | 2,810,240 | SH | SOLE | 2,557,930 | 0 | 252,310 | ||
Edwards Lifesciences Corporati | COM | 28176E108 | 102,702 | 670,510 | SH | SOLE | 610,675 | 0 | 59,835 | ||
El Pollo Loco Holdings Inc | COM | 268603107 | 12,765 | 841,465 | SH | SOLE | 528,830 | 0 | 312,635 | ||
Envestnet, Inc. | COM | 29404K106 | 31,125 | 632,750 | SH | SOLE | 443,380 | 0 | 189,370 | ||
Everest Re Group, Ltd. | COM | G3223R108 | 185,419 | 851,485 | SH | SOLE | 775,575 | 0 | 75,910 | ||
Evoqua Water Technologies Corp | COM | 30057T105 | 12,039 | 1,254,080 | SH | SOLE | 876,030 | 0 | 378,050 | ||
First Financial Bankshares, In | COM | 32020R109 | 12,038 | 208,675 | SH | SOLE | 130,690 | 0 | 77,985 | ||
Flowers Foods, Inc. | COM | 343498101 | 114,190 | 6,182,485 | SH | SOLE | 5,633,480 | 0 | 549,005 | ||
Fortive Corp. | COM | 34959J108 | 123,775 | 1,829,370 | SH | SOLE | 1,703,010 | 0 | 126,360 | ||
Gates Industrial Corporation p | COM | G39108108 | 73,464 | 5,548,670 | SH | SOLE | 5,053,450 | 0 | 495,220 | ||
German American Bancorp, Inc. | COM | 373865104 | 28,846 | 1,038,745 | SH | SOLE | 711,380 | 0 | 327,365 | ||
Guidewire Software, Inc. | COM | 40171V100 | 77,373 | 964,385 | SH | SOLE | 879,055 | 0 | 85,330 | ||
H.B. Fuller Company | COM | 359694106 | 77,443 | 1,814,935 | SH | SOLE | 1,258,480 | 0 | 556,455 | ||
Helen of Troy Limited | COM | G4388N106 | 41,707 | 317,940 | SH | SOLE | 213,890 | 0 | 104,050 | ||
Henry Schein, Inc. | COM | 806407102 | 47,169 | 600,720 | SH | SOLE | 547,350 | 0 | 53,370 | ||
Hormel Foods Corporation | COM | 440452100 | 113,131 | 2,650,670 | SH | SOLE | 2,415,710 | 0 | 234,960 | ||
Hostess Brands, Inc. Class A | COM | 44109J106 | 81,502 | 7,449,950 | SH | SOLE | 5,167,840 | 0 | 2,282,110 | ||
IDEX Corporation | COM | 45167R104 | 98,605 | 780,965 | SH | SOLE | 710,745 | 0 | 70,220 | ||
Independent Bank Corp. | COM | 453836108 | 59,268 | 842,950 | SH | SOLE | 582,295 | 0 | 260,655 | ||
Innospec Inc. | COM | 45768S105 | 56,117 | 908,630 | SH | SOLE | 627,330 | 0 | 281,300 | ||
Insulet Corporation | COM | 45784P101 | 47,479 | 598,580 | SH | SOLE | 410,385 | 0 | 188,195 | ||
Integra LifeSciences Holdings | COM | 457985208 | 243,358 | 5,395,975 | SH | SOLE | 4,411,605 | 0 | 984,370 | ||
International Flavors & Fragra | COM | 459506101 | 112,912 | 840,935 | SH | SOLE | 763,250 | 0 | 77,685 | ||
J & J Snack Foods Corp. | COM | 466032109 | 22,492 | 155,555 | SH | SOLE | 108,775 | 0 | 46,780 | ||
J.M. Smucker Company | COM | 832696405 | 112,996 | 1,208,640 | SH | SOLE | 1,101,465 | 0 | 107,175 | ||
James River Group Holdings Ltd | COM | G5005R107 | 25,261 | 691,320 | SH | SOLE | 482,475 | 0 | 208,845 | ||
John Bean Technologies Corpora | COM | 477839104 | 71,933 | 1,001,710 | SH | SOLE | 699,370 | 0 | 302,340 | ||
John Wiley & Sons, Inc. Class | COM | 968223206 | 180,433 | 3,841,445 | SH | SOLE | 3,065,605 | 0 | 775,840 | ||
Laboratory Corporation of Amer | COM | 50540R409 | 89,330 | 706,950 | SH | SOLE | 643,920 | 0 | 63,030 | ||
LogMeIn, Inc. | COM | 54142L109 | 121,232 | 1,486,235 | SH | SOLE | 1,179,830 | 0 | 306,405 | ||
Lydall, Inc. | COM | 550819106 | 25,780 | 1,269,315 | SH | SOLE | 880,410 | 0 | 388,905 | ||
MGP Ingredients, Inc. | COM | 55303J106 | 44,066 | 772,410 | SH | SOLE | 531,755 | 0 | 240,655 | ||
MSA Safety, Inc. | COM | 553498106 | 68,330 | 724,830 | SH | SOLE | 496,650 | 0 | 228,180 | ||
Masimo Corporation | COM | 574795100 | 85,751 | 798,650 | SH | SOLE | 658,865 | 0 | 139,785 | ||
McCormick & Company, Incorpora | COM | 579780206 | 100,509 | 721,840 | SH | SOLE | 658,590 | 0 | 63,250 | ||
Medidata Solutions, Inc. | COM | 58471A105 | 158,757 | 2,354,750 | SH | SOLE | 1,904,990 | 0 | 449,760 | ||
Molson Coors Brewing Company C | COM | 60871R209 | 99,374 | 1,769,485 | SH | SOLE | 1,620,205 | 0 | 149,280 | ||
Morningstar, Inc. | COM | 617700109 | 30,668 | 279,205 | SH | SOLE | 255,165 | 0 | 24,040 | ||
Navigators Group, Inc. | COM | 638904102 | 59,630 | 858,105 | SH | SOLE | 479,180 | 0 | 378,925 | ||
New Relic, Inc. | COM | 64829B100 | 140,868 | 1,739,755 | SH | SOLE | 1,346,070 | 0 | 393,685 | ||
Nordson Corporation | COM | 655663102 | 155,604 | 1,303,765 | SH | SOLE | 1,183,000 | 0 | 120,765 | ||
Northern Trust Corporation | COM | 665859104 | 138,982 | 1,662,665 | SH | SOLE | 1,513,770 | 0 | 148,895 | ||
Novanta Inc | COM | 67000B104 | 9,679 | 153,640 | SH | SOLE | 107,335 | 0 | 46,305 | ||
NuVasive, Inc. | COM | 670704105 | 125,889 | 2,540,130 | SH | SOLE | 2,037,815 | 0 | 502,315 | ||
Nutanix, Inc. Class A | COM | 67059N108 | 100,014 | 2,404,770 | SH | SOLE | 2,192,590 | 0 | 212,180 | ||
Okta, Inc. Class A | COM | 679295105 | 183,047 | 2,869,070 | SH | SOLE | 2,282,015 | 0 | 587,055 | ||
Omnicell, Inc. | COM | 68213N109 | 34,937 | 570,495 | SH | SOLE | 383,325 | 0 | 187,170 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 148,835 | 790,205 | SH | SOLE | 719,880 | 0 | 70,325 | ||
Penumbra, Inc. | COM | 70975L107 | 37,592 | 307,630 | SH | SOLE | 210,110 | 0 | 97,520 | ||
Prestige Consumer Healthcare I | COM | 74112D101 | 63,118 | 2,043,965 | SH | SOLE | 1,405,460 | 0 | 638,505 | ||
Prosperity Bancshares, Inc.(R) | COM | 743606105 | 123,679 | 1,985,215 | SH | SOLE | 1,620,840 | 0 | 364,375 | ||
Pure Storage, Inc. Class A | COM | 74624M102 | 138,918 | 8,639,190 | SH | SOLE | 6,825,405 | 0 | 1,813,785 | ||
Q2 Holdings, Inc. | COM | 74736L109 | 62,100 | 1,253,270 | SH | SOLE | 873,935 | 0 | 379,335 | ||
Qualys, Inc. | COM | 74758T303 | 67,716 | 906,025 | SH | SOLE | 625,735 | 0 | 280,290 | ||
Red Hat, Inc. | COM | 756577102 | 166,774 | 949,520 | SH | SOLE | 864,620 | 0 | 84,900 | ||
Ritchie Bros. Auctioneers Inco | COM | 767744105 | 221,392 | 6,766,250 | SH | SOLE | 5,414,265 | 0 | 1,351,985 | ||
Rockwell Automation, Inc. | COM | 773903109 | 109,183 | 725,565 | SH | SOLE | 660,155 | 0 | 65,410 | ||
SVB Financial Group | COM | 78486Q101 | 46,041 | 242,425 | SH | SOLE | 221,065 | 0 | 21,360 | ||
Sally Beauty Holdings, Inc. | COM | 79546E104 | 127,328 | 7,467,940 | SH | SOLE | 6,048,350 | 0 | 1,419,590 | ||
Sensient Technologies Corporat | COM | 81725T100 | 100,708 | 1,803,185 | SH | SOLE | 1,248,765 | 0 | 554,420 | ||
ServiceNow, Inc. | COM | 81762P102 | 34,871 | 195,850 | SH | SOLE | 178,400 | 0 | 17,450 | ||
Simply Good Foods Co | COM | 82900L102 | 46,576 | 2,464,365 | SH | SOLE | 1,670,930 | 0 | 793,435 | ||
Splunk Inc. | COM | 848637104 | 185,409 | 1,768,330 | SH | SOLE | 1,611,545 | 0 | 156,785 | ||
Standex International Corporat | COM | 854231107 | 45,617 | 679,020 | SH | SOLE | 463,030 | 0 | 215,990 | ||
Stericycle, Inc. | COM | 858912108 | 54,633 | 1,489,043 | SH | SOLE | 1,356,448 | 0 | 132,595 | ||
Stock Yards Bancorp, Inc. | COM | 861025104 | 27,968 | 852,696 | SH | SOLE | 586,721 | 0 | 265,975 | ||
Supernus Pharmaceuticals, Inc. | COM | 868459108 | 51,995 | 1,565,185 | SH | SOLE | 1,088,645 | 0 | 476,540 | ||
Synopsys, Inc. | COM | 871607107 | 73,767 | 875,682 | SH | SOLE | 797,487 | 0 | 78,195 | ||
Tableau Software, Inc. Class A | COM | 87336U105 | 56,402 | 470,015 | SH | SOLE | 428,455 | 0 | 41,560 | ||
Teladoc Health, Inc. | COM | 87918A105 | 29,827 | 601,720 | SH | SOLE | 412,165 | 0 | 189,555 | ||
Tractor Supply Company | COM | 892356106 | 130,698 | 1,566,375 | SH | SOLE | 1,426,945 | 0 | 139,430 | ||
TreeHouse Foods, Inc. | COM | 89469A104 | 176,624 | 3,483,025 | SH | SOLE | 2,848,375 | 0 | 634,650 | ||
TriMas Corporation | COM | 896215209 | 34,153 | 1,251,500 | SH | SOLE | 859,290 | 0 | 392,210 | ||
UMB Financial Corporation | COM | 902788108 | 86,285 | 1,415,210 | SH | SOLE | 977,795 | 0 | 437,415 | ||
Ulta Beauty Inc | COM | 90384S303 | 118,217 | 482,835 | SH | SOLE | 440,230 | 0 | 42,605 | ||
Valvoline Inc. | COM | 92047W101 | 76,908 | 3,974,570 | SH | SOLE | 3,610,170 | 0 | 364,400 | ||
Veeva Systems Inc Class A | COM | 922475108 | 103,522 | 1,159,000 | SH | SOLE | 1,055,050 | 0 | 103,950 | ||
Verisk Analytics Inc | COM | 92345Y106 | 123,634 | 1,133,840 | SH | SOLE | 1,032,650 | 0 | 101,190 | ||
Washington Trust Bancorp, Inc. | COM | 940610108 | 34,730 | 730,700 | SH | SOLE | 499,230 | 0 | 231,470 | ||
Waters Corporation | COM | 941848103 | 155,874 | 826,260 | SH | SOLE | 751,580 | 0 | 74,680 | ||
Welbilt Inc | COM | 949090104 | 68,525 | 6,167,875 | SH | SOLE | 4,213,715 | 0 | 1,954,160 | ||
West Pharmaceutical Services, | COM | 955306105 | 55,680 | 567,985 | SH | SOLE | 517,145 | 0 | 50,840 | ||
Wolverine World Wide, Inc. | COM | 978097103 | 59,391 | 1,862,370 | SH | SOLE | 1,274,905 | 0 | 587,465 | ||
Woodward, Inc. | COM | 980745103 | 77,353 | 1,041,230 | SH | SOLE | 715,420 | 0 | 325,810 | ||
Workday, Inc. Class A | COM | 98138H101 | 169,390 | 1,060,810 | SH | SOLE | 967,895 | 0 | 92,915 | ||
Yext, Inc. | COM | 98585N106 | 48,045 | 3,235,370 | SH | SOLE | 2,237,020 | 0 | 998,350 | ||
e.l.f. Beauty, Inc. | COM | 26856L103 | 29,665 | 3,425,575 | SH | SOLE | 2,345,490 | 0 | 1,080,085 | ||
Alibaba Group Holding Ltd. Spo | ADR | 01609W102 | 200 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
Ambev SA Sponsored ADR | ADR | 02319V103 | 53 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
Noah Holdings Ltd. Sponsored A | ADR | 65487X102 | 542 | 12,515 | SH | SOLE | 12,515 | 0 | 0 | ||
Talend SA Sponsored ADR | ADR | 874224207 | 35,946 | 969,410 | SH | SOLE | 698,070 | 0 | 271,340 |