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 |
3M CO | COM | 88579Y101 | 391 | 1,884 | SH | SOLE | 223 | 0 | 1,661 | ||
ABBOTT LABS | COM | 002824100 | 954 | 11,937 | SH | SOLE | 1,311 | 0 | 10,626 | ||
ABBVIE INC | COM | 00287Y109 | 563 | 6,987 | SH | SOLE | 962 | 0 | 6,025 | ||
ABIOMED INC | COM | 003654100 | 352,024 | 1,232,619 | SH | SOLE | 794,388 | 0 | 438,231 | ||
ACI WORLDWIDE INC | COM | 004498101 | 174,907 | 5,321,183 | SH | SOLE | 1,034,363 | 0 | 4,286,820 | ||
ADOBE INC | COM | 00724F101 | 1,120 | 4,202 | SH | SOLE | 3,178 | 0 | 1,024 | ||
ALARM COM HLDGS INC | COM | 011642105 | 209,255 | 3,224,264 | SH | SOLE | 2,123,257 | 0 | 1,101,007 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 1,579 | 5,552 | SH | SOLE | 5,451 | 0 | 101 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,134 | 3,513 | SH | SOLE | 2,767 | 0 | 746 | ||
ALTERYX INC | COM CL A | 02156B103 | 274,227 | 3,269,667 | SH | SOLE | 2,304,126 | 0 | 965,541 | ||
AMAZON COM INC | COM | 023135106 | 2,826 | 1,587 | SH | SOLE | 1,515 | 0 | 72 | ||
AMERICAN SOFTWARE INC | CL A | 029683109 | 49,288 | 4,124,551 | SH | SOLE | 2,400,017 | 0 | 1,724,534 | ||
ANSYS INC | COM | 03662Q105 | 333,028 | 1,822,712 | SH | SOLE | 1,036,098 | 0 | 786,614 | ||
APPLE INC | COM | 037833100 | 5,034 | 26,503 | SH | SOLE | 18,847 | 0 | 7,656 | ||
AUTODESK INC | COM | 052769106 | 1,287 | 8,258 | SH | SOLE | 8,258 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 930 | 5,822 | SH | SOLE | 1,007 | 0 | 4,815 | ||
AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 05337M104 | 2,016 | 1,400,007 | SH | SOLE | 1,054,757 | 0 | 345,250 | ||
BALCHEM CORP | COM | 057665200 | 358,390 | 3,861,960 | SH | SOLE | 2,542,218 | 0 | 1,319,742 | ||
BIO TECHNE CORP | COM | 09073M104 | 331,717 | 1,670,699 | SH | SOLE | 1,023,632 | 0 | 647,067 | ||
BLACKBAUD INC | COM | 09227Q100 | 364,507 | 4,571,772 | SH | SOLE | 2,834,568 | 0 | 1,737,204 | ||
BOOKING HLDGS INC | COM | 09857L108 | 319 | 183 | SH | SOLE | 179 | 0 | 4 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 1,166 | 9,175 | SH | SOLE | 9,175 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 2,247 | 21,673 | SH | SOLE | 21,418 | 0 | 255 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 238,431 | 3,564,523 | SH | SOLE | 2,168,009 | 0 | 1,396,514 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 145,004 | 3,750,757 | SH | SOLE | 2,434,269 | 0 | 1,316,488 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 38,231 | 753,768 | SH | SOLE | 404,122 | 0 | 349,646 | ||
CELGENE CORP | COM | 151020104 | 1,073 | 11,374 | SH | SOLE | 5,636 | 0 | 5,738 | ||
CERNER CORP | COM | 156782104 | 515 | 8,995 | SH | SOLE | 8,995 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 43,104 | 340,768 | SH | SOLE | 182,862 | 0 | 157,906 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,031 | 1,452 | SH | SOLE | 1,452 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 450 | 8,342 | SH | SOLE | 1,405 | 0 | 6,937 | ||
COGNEX CORP | COM | 192422103 | 481,408 | 9,465,349 | SH | SOLE | 6,059,858 | 0 | 3,405,491 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 25,959 | 218,053 | SH | SOLE | 218,053 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 286 | 2,168 | SH | SOLE | 880 | 0 | 1,288 | ||
DEXCOM INC | COM | 252131107 | 601 | 5,045 | SH | SOLE | 5,045 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 300 | 8,147 | SH | SOLE | 1,332 | 0 | 6,815 | ||
DMC GLOBAL INC | COM | 23291C103 | 115,375 | 2,324,225 | SH | SOLE | 1,272,685 | 0 | 1,051,540 | ||
ECOLAB INC | COM | 278865100 | 2,109 | 11,947 | SH | SOLE | 7,570 | 0 | 4,377 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,870 | 9,773 | SH | SOLE | 9,368 | 0 | 405 | ||
ELLIE MAE INC | COM | 28849P100 | 370,897 | 3,758,198 | SH | SOLE | 2,282,217 | 0 | 1,475,981 | ||
ENDOLOGIX INC | COM NEW | 29266S304 | 5,976 | 904,085 | SH | SOLE | 574,112 | 0 | 329,973 | ||
ENVESTNET INC | COM | 29404K106 | 975 | 14,903 | SH | SOLE | 14,903 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 1,268 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,471 | 12,362 | SH | SOLE | 11,134 | 0 | 1,228 | ||
FACEBOOK INC | CL A | 30303M102 | 3,418 | 20,506 | SH | SOLE | 15,365 | 0 | 5,141 | ||
FASTENAL CO | COM | 311900104 | 2,203 | 34,249 | SH | SOLE | 30,890 | 0 | 3,359 | ||
FISERV INC | COM | 337738108 | 944 | 10,689 | SH | SOLE | 9,857 | 0 | 832 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 1,387 | 5,624 | SH | SOLE | 5,624 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 240 | 24,067 | SH | SOLE | 23,204 | 0 | 863 | ||
GLAUKOS CORP | COM | 377322102 | 193,380 | 2,467,531 | SH | SOLE | 1,611,864 | 0 | 855,667 | ||
GRAINGER W W INC | COM | 384802104 | 752 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 320,479 | 3,298,465 | SH | SOLE | 1,994,506 | 0 | 1,303,959 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 18,898 | 112,107 | SH | SOLE | 112,107 | 0 | 0 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 958 | 6,906 | SH | SOLE | 6,906 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 2,893 | 15,074 | SH | SOLE | 9,263 | 0 | 5,811 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 622 | 6,139 | SH | SOLE | 6,114 | 0 | 25 | ||
ICON PLC | SHS | G4705A100 | 48,902 | 358,050 | SH | SOLE | 192,545 | 0 | 165,505 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 552 | 3,849 | SH | SOLE | 280 | 0 | 3,569 | ||
INCYTE CORP | COM | 45337C102 | 31,850 | 370,304 | SH | SOLE | 268,661 | 0 | 101,643 | ||
INOGEN INC | COM | 45780L104 | 258,552 | 2,711,039 | SH | SOLE | 1,682,914 | 0 | 1,028,125 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 279 | 1,978 | SH | SOLE | 217 | 0 | 1,761 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 1,299 | 8,559 | SH | SOLE | 8,559 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 86,434 | 1,153,063 | SH | SOLE | 842,778 | 0 | 310,285 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 139,719 | 10,326,638 | SH | SOLE | 6,647,201 | 0 | 3,679,437 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 951 | 6,654 | SH | SOLE | 6,559 | 0 | 95 | ||
JOHNSON & JOHNSON | COM | 478160104 | 341 | 2,437 | SH | SOLE | 174 | 0 | 2,263 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 15,900 | 430,428 | SH | SOLE | 228,246 | 0 | 202,182 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 624 | 6,168 | SH | SOLE | 4,620 | 0 | 1,548 | ||
KLA-TENCOR CORP | COM | 482480100 | 5,286 | 44,265 | SH | SOLE | 44,265 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 1,031 | 36,324 | SH | SOLE | 36,124 | 0 | 200 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 437,705 | 7,942,391 | SH | SOLE | 5,099,371 | 0 | 2,843,020 | ||
MASIMO CORP | COM | 574795100 | 9,451 | 68,344 | SH | SOLE | 68,199 | 0 | 145 | ||
MASTERCARD INC | CL A | 57636Q104 | 3,128 | 13,285 | SH | SOLE | 10,850 | 0 | 2,435 | ||
MAXIMUS INC | COM | 577933104 | 362 | 5,094 | SH | SOLE | 5,094 | 0 | 0 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 237 | 1,574 | SH | SOLE | 1,109 | 0 | 465 | ||
MCDONALDS CORP | COM | 580135101 | 919 | 4,842 | SH | SOLE | 2,267 | 0 | 2,575 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 294,963 | 4,027,355 | SH | SOLE | 2,615,600 | 0 | 1,411,755 | ||
MERCADOLIBRE INC | COM | 58733R102 | 26,589 | 52,369 | SH | SOLE | 52,369 | 0 | 0 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 63,836 | 3,625,010 | SH | SOLE | 2,720,408 | 0 | 904,602 | ||
MICROSOFT CORP | COM | 594918104 | 3,867 | 32,785 | SH | SOLE | 23,440 | 0 | 9,345 | ||
MORGAN STANLEY | COM NEW | 617446448 | 326 | 7,734 | SH | SOLE | 6,339 | 0 | 1,395 | ||
NEOGEN CORP | COM | 640491106 | 364,205 | 6,346,133 | SH | SOLE | 3,806,647 | 0 | 2,539,486 | ||
NETSCOUT SYS INC | COM | 64115T104 | 138,020 | 4,916,989 | SH | SOLE | 3,101,358 | 0 | 1,815,631 | ||
NEXTGEN HEALTHCARE INC | COM | 65343C102 | 154,555 | 9,183,332 | SH | SOLE | 5,289,446 | 0 | 3,893,886 | ||
NIC INC | COM | 62914B100 | 71,893 | 4,206,701 | SH | SOLE | 2,896,316 | 0 | 1,310,385 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 1,822 | 33,152 | SH | SOLE | 24,628 | 0 | 8,524 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 2,438 | 6,279 | SH | SOLE | 5,867 | 0 | 412 | ||
ORACLE CORP | COM | 68389X105 | 529 | 9,842 | SH | SOLE | 2,542 | 0 | 7,300 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 552,984 | 2,923,832 | SH | SOLE | 1,792,716 | 0 | 1,131,116 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 3,647 | 36,423 | SH | SOLE | 24,011 | 0 | 12,412 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 236,165 | 5,591,036 | SH | SOLE | 3,093,049 | 0 | 2,497,987 | ||
PROTO LABS INC | COM | 743713109 | 391,485 | 3,723,461 | SH | SOLE | 2,389,382 | 0 | 1,334,079 | ||
PULTE GROUP INC | COM | 745867101 | 206 | 7,375 | SH | SOLE | 3,827 | 0 | 3,548 | ||
Q2 HLDGS INC | COM | 74736L109 | 219,652 | 3,171,410 | SH | SOLE | 1,932,453 | 0 | 1,238,957 | ||
QIAGEN NV | SHS NEW | N72482123 | 38,669 | 950,573 | SH | SOLE | 507,463 | 0 | 443,110 | ||
QUANTA SVCS INC | COM | 74762E102 | 671 | 17,781 | SH | SOLE | 16,956 | 0 | 825 | ||
QUIDEL CORP | COM | 74838J101 | 357,989 | 5,467,982 | SH | SOLE | 3,335,752 | 0 | 2,132,230 | ||
REALPAGE INC | COM | 75606N109 | 1,665 | 27,431 | SH | SOLE | 27,406 | 0 | 25 | ||
RED HAT INC | COM | 756577102 | 762 | 4,172 | SH | SOLE | 4,172 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 934 | 5,897 | SH | SOLE | 5,605 | 0 | 292 | ||
SASOL LTD | SPONSORED ADR | 803866300 | 17,417 | 562,920 | SH | SOLE | 303,315 | 0 | 259,605 | ||
SHOPIFY INC | CL A | 82509L107 | 1,423 | 6,885 | SH | SOLE | 6,885 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 1,044 | 18,264 | SH | SOLE | 18,264 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 1,335 | 17,956 | SH | SOLE | 15,724 | 0 | 2,232 | ||
SUN HYDRAULICS CORP | COM | 866942105 | 268,561 | 5,774,274 | SH | SOLE | 3,590,170 | 0 | 2,184,104 | ||
TARGET CORP | COM | 87612E106 | 392 | 4,889 | SH | SOLE | 1,841 | 0 | 3,048 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 7,814 | 498,348 | SH | SOLE | 270,459 | 0 | 227,889 | ||
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 1,245 | 29,127 | SH | SOLE | 26,254 | 0 | 2,873 | ||
TJX COS INC NEW | COM | 872540109 | 438 | 8,240 | SH | SOLE | 3,476 | 0 | 4,764 | ||
TOLL BROTHERS INC | COM | 889478103 | 296 | 8,180 | SH | SOLE | 5,604 | 0 | 2,576 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 3,400 | 34,775 | SH | SOLE | 22,960 | 0 | 11,815 | ||
TRIMBLE INC | COM | 896239100 | 302 | 7,478 | SH | SOLE | 7,478 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 413,437 | 2,022,685 | SH | SOLE | 1,201,782 | 0 | 820,903 | ||
ULTA BEAUTY INC | COM | 90384S303 | 1,654 | 4,744 | SH | SOLE | 4,744 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 1,257 | 3,809 | SH | SOLE | 3,799 | 0 | 10 | ||
UNDER ARMOUR INC | CL A | 904311107 | 246 | 11,622 | SH | SOLE | 10,951 | 0 | 671 | ||
UNION PACIFIC CORP | COM | 907818108 | 622 | 3,720 | SH | SOLE | 2,799 | 0 | 921 | ||
VEEVA SYS INC | CL A COM | 922475108 | 526,132 | 4,147,341 | SH | SOLE | 2,464,420 | 0 | 1,682,921 | ||
VISA INC | COM CL A | 92826C839 | 916 | 5,866 | SH | SOLE | 5,741 | 0 | 125 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 174,128 | 5,505,165 | SH | SOLE | 3,281,393 | 0 | 2,223,772 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 783 | 9,902 | SH | SOLE | 952 | 0 | 8,950 | ||
YORK WTR CO | COM | 987184108 | 386 | 11,250 | SH | SOLE | 0 | 0 | 11,250 | ||
ZOETIS INC | CL A | 98978V103 | 891 | 8,848 | SH | SOLE | 8,848 | 0 | 0 |