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 103,275 521,800 SH   SOLE   3,500 0 518,300
Abbott Laboratories COM 002824100 9,627 114,465 SH   SOLE   5,365 0 109,100
Analog Devices, Inc. COM 032654105 9,172 81,265 SH   SOLE   3,865 0 77,400
Advanced Disposal Services, Inc. COM 00790X101 6,897 216,145 SH   SOLE   3,645 0 212,500
Arthur J. Gallagher & Co. COM 363576109 9,447 107,855 SH   SOLE   1,955 0 105,900
Albemarle Corporation COM 012653101 33,096 470,045 SH   SOLE   2,980 0 467,065
Alcon, Inc. ORD SHS H01301128 35,269 568,390 SH   SOLE   2,490 0 565,900
Alexion Pharmaceuticals, Inc. COM 015351109 6,335 48,365 SH   SOLE   825 0 47,540
AMETEK, Inc. COM 031100100 11,786 129,740 SH   SOLE   2,145 0 127,595
Affiliated Managers Group, Inc. COM 008252108 28,345 307,635 SH   SOLE   1,230 0 306,405
Amgen Inc. COM 031162100 26,803 145,445 SH   SOLE   445 0 145,000
Amazon.com, Inc. COM 023135106 61,155 32,295 SH   SOLE   95 0 32,200
Aon plc SHS CL A G0408V102 93,468 484,340 SH   SOLE   1,790 0 482,550
A.O. Smith Corporation COM 04544X300 16,733 354,805 SH   SOLE   7,290 0 347,515
AptarGroup, Inc. COM 038336103 19,547 157,210 SH   SOLE   3,645 0 153,565
Avery Dennison Corporation COM 053611109 8,437 72,935 SH   SOLE   1,535 0 71,400
Becton, Dickinson and Company COM 075887109 36,021 142,935 SH   SOLE   1,335 0 141,600
Beacon Roofing Supply, Inc. COM 073685109 6,069 165,275 SH   SOLE   2,775 0 162,500
BJ's Wholesale Club, Inc. COM 05550J101 13,627 516,160 SH   SOLE   8,380 0 507,780
Black Knight, Inc. CL A 09215C105 19,311 321,050 SH   SOLE   1,050 0 320,000
BlackLine, Inc. COM 09239B109 6,998 130,780 SH   SOLE   2,280 0 128,500
Ball Corporation COM 058498106 67,116 958,937 SH   SOLE   2,935 0 956,002
BMC Stock Holdings, Inc. COM 05591B109 6,420 302,815 SH   SOLE   5,105 0 297,710
Broadridge Financial Solutions, Inc. COM 11133T103 15,268 119,580 SH   SOLE   1,985 0 117,595
Brown & Brown, Inc. COM 115236101 7,501 223,925 SH   SOLE   3,925 0 220,000
Boston Scientific Corporation COM 101137107 40,308 937,820 SH   SOLE   6,820 0 931,000
Burlington Stores, Inc. COM 122017106 13,670 80,340 SH   SOLE   1,300 0 79,040
Conagra Brands, Inc. COM 205887102 11,159 420,768 SH   SOLE   11,822 0 408,946
Chubb Limited COM H1467J104 49,407 335,440 SH   SOLE   1,940 0 333,500
CBRE Group, Inc. CL A 12504L109 73,887 1,440,300 SH   SOLE   9,445 0 1,430,855
CDW Corporation COM 12514G108 15,451 139,200 SH   SOLE   2,290 0 136,910
Celgene Corporation COM 151020104 25,404 274,815 SH   SOLE   2,215 0 272,600
Community Healthcare Trust Incorporated COM 20369C106 6,271 159,118 SH   SOLE   2,685 0 156,433
Clorox Company (The) COM 189054109 18,426 120,345 SH   SOLE   345 0 120,000
Comcast Corporation CL A 20030N101 27,697 655,080 SH   SOLE   5,080 0 650,000
CMS Energy Corporation COM 125896100 6,014 103,855 SH   SOLE   355 0 103,500
Cinemark Holdings, Inc. COM 17243V102 2,708 75,000 SH   SOLE   0 0 75,000
Cohen & Steers, Inc. COM 19247A100 12,205 237,270 SH   SOLE   5,170 0 232,100
CyrusOne Inc. COM 23283R100 13,247 229,505 SH   SOLE   6,135 0 223,370
Cooper Companies, Inc. (The) COM 216648402 14,116 41,900 SH   SOLE   680 0 41,220
Copart, Inc. COM 217204106 72,420 968,965 SH   SOLE   2,965 0 966,000
salesforce.com, inc. COM 79466L302 28,535 188,065 SH   SOLE   565 0 187,500
Cisco Systems, Inc. COM 17275R102 70,623 1,290,395 SH   SOLE   11,095 0 1,279,300
Carriage Services, Inc. COM 143905107 4,255 223,835 SH   SOLE   3,835 0 220,000
Cintas Corporation COM 172908105 73,934 311,575 SH   SOLE   975 0 310,600
Control4 Corporation COM 21240D107 4,109 173,015 SH   SOLE   3,015 0 170,000
Chevron Corporation COM 166764100 10,152 81,580 SH   SOLE   2,080 0 79,500
CyberArk Software Ltd. SHS M2682V108 9,032 70,650 SH   SOLE   1,150 0 69,500
Quest Diagnostics Incorporated COM 74834L100 26,290 258,230 SH   SOLE   4,820 0 253,410
Walt Disney Company (The) COM DISNEY 254687106 6,109 43,745 SH   SOLE   2,245 0 41,500
Digital Realty Trust, Inc. COM 253868103 5,310 45,078 SH   SOLE   2,366 0 42,712
Dorman Products, Inc. COM 258278100 5,672 65,090 SH   SOLE   1,090 0 64,000
Domino's Pizza, Inc. COM 25754A201 10,072 36,195 SH   SOLE   665 0 35,530
Descartes Systems Group, Inc. COM 249906108 7,141 193,260 SH   SOLE   3,260 0 190,000
US Ecology, Inc. COM 91732J102 6,629 111,330 SH   SOLE   1,860 0 109,470
Euronet Worldwide, Inc. COM 298736109 9,151 54,395 SH   SOLE   895 0 53,500
Emerson Electric Co. COM 291011104 7,625 114,285 SH   SOLE   4,785 0 109,500
EnLink Midstream, LLC COM UNIT REP LTD 29336T100 1,380 136,730 SH   SOLE   480 0 136,250
Envestnet, Inc. COM 29404K106 6,885 100,695 SH   SOLE   1,695 0 99,000
Enterprise Products Partners L.P. COM 293792107 53,103 1,839,380 SH   SOLE   13,980 0 1,825,400
Equinix, Inc. COM PAR $0.001 29444U700 5,716 11,335 SH   SOLE   535 0 10,800
EVO Payments, Inc. - Class A CL A COM 26927E104 6,335 200,910 SH   SOLE   3,410 0 197,500
EVERTEC, Inc. COM 30040P103 6,238 190,755 SH   SOLE   3,255 0 187,500
East West Bancorp, Inc. COM 27579R104 678 14,500 SH   SOLE   4,900 0 9,600
ExlService Holdings, Inc. COM 302081104 7,509 113,545 SH   SOLE   2,245 0 111,300
Expedia, Inc. COM 30212P303 10,489 78,845 SH   SOLE   1,295 0 77,550
Exponent, Inc. COM 30214U102 5,204 88,890 SH   SOLE   1,390 0 87,500
Fastenal Co. COM 311900104 46,398 1,423,675 SH   SOLE   11,625 0 1,412,050
Facebook, Inc. CL A 30303M102 39,675 205,570 SH   SOLE   570 0 205,000
Fortune Brands Home & Security, Inc. COM 34964C106 12,810 224,220 SH   SOLE   5,485 0 218,735
First Financial Bancorp. COM 320209109 2,607 107,654 SH   SOLE   1,760 0 105,894
First Horizon National Corporation COM 320517105 5,465 366,065 SH   SOLE   9,565 0 356,500
Fidelity National Information Services, Inc. COM 31620M106 10,803 88,060 SH   SOLE   3,610 0 84,450
Fiserv, Inc. COM 337738108 47,709 523,358 SH   SOLE   4,400 0 518,958
FleetCor Technologies, Inc. COM 339041105 21,700 77,265 SH   SOLE   1,210 0 76,055
Fortive Corporation COM 34959J108 66,562 816,510 SH   SOLE   7,800 0 808,710
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 2,096 43,946 SH   SOLE   300 0 43,646
Glacier Bancorp, Inc. COM 37637Q105 5,402 133,225 SH   SOLE   2,225 0 131,000
GCP Applied Technologies Inc. COM 36164Y101 4,319 190,755 SH   SOLE   3,255 0 187,500
Gilead Sciences, Inc. COM 375558103 34,896 516,525 SH   SOLE   5,425 0 511,100
General Mills, Inc. COM 370334104 8,739 166,385 SH   SOLE   6,385 0 160,000
Corning Incorporated COM 219350105 2,775 83,500 SH   SOLE   3,200 0 80,300
Alphabet Inc. CAP STK CL A 02079K107 77,658 71,845 SH   SOLE   485 0 71,360
Genuine Parts Company COM 372460105 5,837 56,355 SH   SOLE   2,955 0 53,400
Granite Point Mortgage Trust Inc. COM 38741L107 4,350 226,671 SH   SOLE   3,805 0 222,866
Global Payments Inc. COM 37940X102 17,105 106,820 SH   SOLE   2,435 0 104,385
Goosehead Insurance, Inc. COM CL A 38267D109 291 6,095 SH   SOLE   95 0 6,000
Guidewire Software, Inc. COM 40171V100 6,094 60,110 SH   SOLE   1,065 0 59,045
Hasbro, Inc. COM 418056107 5,536 52,380 SH   SOLE   380 0 52,000
Huntington Bancshares Incorporated COM 446150104 8,508 615,610 SH   SOLE   10,210 0 605,400
Healthcare Services Group, Inc. COM 421906108 4,761 157,035 SH   SOLE   4,235 0 152,800
Home Depot, Inc. (The) COM 437076102 62,983 302,845 SH   SOLE   2,545 0 300,300
HEICO Corporation COM 422806109 7,197 53,783 SH   SOLE   877 0 52,906
Honeywell International Inc. COM 438516106 37,724 216,070 SH   SOLE   970 0 215,100
Harris Corporation COM 413875105 20,200 106,805 SH   SOLE   1,645 0 105,160
IAA, Inc. COM 449253103 20,386 525,675 SH   SOLE   9,495 0 516,180
IBERIABANK Corporation COM 450828108 2,083 27,460 SH   SOLE   460 0 27,000
Intercontinental Exchange, Inc. COM 45866F104 30,602 356,080 SH   SOLE   1,080 0 355,000
ICF International, Inc. COM 44925C103 6,699 92,025 SH   SOLE   1,525 0 90,500
ICON plc SHS G4705A100 8,088 52,530 SH   SOLE   860 0 51,670
IDEX Corporation COM 45167R104 12,270 71,280 SH   SOLE   1,225 0 70,055
i3 Verticals, Inc. - Class A COM CL A 46571Y107 8,763 297,560 SH   SOLE   5,060 0 292,500
IHS Markit Ltd. SHS 451734107 19,489 305,848 SH   SOLE   2,295 0 303,553
Ingredion Incorporated COM 457187102 3,986 48,320 SH   SOLE   320 0 48,000
Intel Corporation COM 458140100 33,636 702,655 SH   SOLE   6,255 0 696,400
IQVIA Holdings Inc. COM 46266C105 16,529 102,731 SH   SOLE   1,717 0 101,014
Gartner, Inc. COM 366651107 33,902 210,650 SH   SOLE   650 0 210,000
Illinois Tool Works Inc. COM 452308109 5,887 39,035 SH   SOLE   1,235 0 37,800
Johnson & Johnson COM 478160104 47,713 342,570 SH   SOLE   3,870 0 338,700
JPMorgan Chase & Co. COM 46625H100 33,953 303,690 SH   SOLE   3,990 0 299,700
KAR Auction Services, Inc. COM 48238T109 13,142 525,675 SH   SOLE   9,495 0 516,180
CarMax, Inc. COM 143130102 14,287 164,540 SH   SOLE   3,225 0 161,315
Knight Transportation, Inc. COM 499064103 16,876 513,875 SH   SOLE   9,775 0 504,100
Coca-Cola Company (The) COM 191216100 38,320 752,560 SH   SOLE   5,860 0 746,700
Laboratory Corporation of America Holdings COM NEW 50540R409 52,982 306,430 SH   SOLE   2,730 0 303,700
LivaNova PLC SHS G5509L101 11,140 154,810 SH   SOLE   1,745 0 153,065
LKQ Corporation COM 501889208 60,243 2,263,932 SH   SOLE   16,860 0 2,247,072
Lattice Semiconductor Corporation COM 518415104 3,711 254,375 SH   SOLE   4,375 0 250,000
Lamb Weston Holdings, Inc. COM 513272104 12,626 199,270 SH   SOLE   3,225 0 196,045
La-Z-Boy Incorporated COM 505336107 5,035 164,225 SH   SOLE   2,725 0 161,500
Mastercard Incorporated CL A 57636Q104 91,862 347,265 SH   SOLE   2,265 0 345,000
McDonald's Corporation COM 580135101 37,993 182,960 SH   SOLE   1,560 0 181,400
Microchip Technology Inc. COM 595017104 12,097 139,525 SH   SOLE   2,045 0 137,480
Mondelez International, Inc. CL A 609207105 38,599 716,130 SH   SOLE   8,030 0 708,100
Medtronic Public Limited Company SHS G5960L103 53,518 549,525 SH   SOLE   3,225 0 546,300
Middleby Corporation (The) COM 596278101 19,482 143,570 SH   SOLE   2,605 0 140,965
Marsh & McLennan Companies, Inc. COM 571748102 249 2,500 SH   SOLE   2,300 0 200
Morningstar, Inc. COM 617700109 8,088 55,915 SH   SOLE   915 0 55,000
Merck & Co., Inc. COM 58933Y105 29,098 347,022 SH   SOLE   1,135 0 345,887
Marten Transport, Ltd. COM 573075108 5,048 278,142 SH   SOLE   4,376 0 273,766
Microsoft Corporation COM 594918104 118,881 887,440 SH   SOLE   5,740 0 881,700
Mettler-Toledo International Inc. COM 592688105 17,023 20,265 SH   SOLE   330 0 19,935
Murphy USA Inc. COM 626755102 5,854 69,665 SH   SOLE   1,165 0 68,500
Nordson Corporation COM 655663102 10,068 71,250 SH   SOLE   1,200 0 70,050
Nomad Foods Ltd. USD ORD SHS G6564A105 6,848 320,600 SH   SOLE   5,100 0 315,500
ServiceNow, Inc. COM 81762P102 41,735 152,000 SH   SOLE   970 0 151,030
Northern Trust Corporation COM 665859104 19,617 217,965 SH   SOLE   5,465 0 212,500
NuVasive, Inc. COM 670704105 16,055 274,250 SH   SOLE   4,520 0 269,730
NexPoint Residential Trust, Inc. COM 65341D102 5,654 136,570 SH   SOLE   2,370 0 134,200
Old Dominion Freight Line, Inc. COM 679580100 6,269 42,000 SH   SOLE   655 0 41,345
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 7,264 83,390 SH   SOLE   1,390 0 82,000
O'Reilly Automotive, Inc. COM 67103H107 72,450 196,171 SH   SOLE   1,160 0 195,011
Palo Alto Networks, Inc. COM 697435105 32,711 160,535 SH   SOLE   1,295 0 159,240
Prestige Brands Holdings, Inc. COM 74112D101 4,672 147,475 SH   SOLE   2,475 0 145,000
Paylocity Holding Corporation COM 70438V106 8,822 94,035 SH   SOLE   1,535 0 92,500
PepsiCo, Inc. COM 713448108 37,960 289,480 SH   SOLE   3,580 0 285,900
Pfizer Inc. COM 717081103 38,204 881,905 SH   SOLE   8,405 0 873,500
Proctor & Gamble Company (The) COM 742718109 6,777 61,810 SH   SOLE   2,810 0 59,000
PerkinElmer, Inc. COM 714046109 13,451 139,620 SH   SOLE   2,330 0 137,290
Philip Morris International Inc. COM 718172109 5,737 73,060 SH   SOLE   560 0 72,500
PNC Financial Services Group, Inc. COM 693475105 7,093 51,670 SH   SOLE   2,170 0 49,500
PolyOne Corporation COM 73179P106 5,636 179,535 SH   SOLE   3,035 0 176,500
Power Integrations, Inc. COM 739276103 6,535 81,505 SH   SOLE   1,365 0 80,140
PriceSmart, Inc. COM 741511109 3,016 58,990 SH   SOLE   990 0 58,000
Qualys, Inc. COM 74758T303 14,850 170,535 SH   SOLE   2,860 0 167,675
QTS Realty Trust, Inc. COM CL A 74736A103 10,130 219,365 SH   SOLE   4,865 0 214,500
Q2 Holdings, Inc. COM 74736L109 8,582 112,395 SH   SOLE   1,895 0 110,500
Ritchie Bros. Auctioneers Incorporated COM 767744105 5,576 167,845 SH   SOLE   2,845 0 165,000
Regal-Beloit Corporation COM 758750103 4,820 58,985 SH   SOLE   985 0 58,000
Regeneron Pharmaceuticals, Inc. COM 75886F107 4,991 15,945 SH   SOLE   735 0 15,210
Red Hat, Inc. COM 756577102 3,834 20,420 SH   SOLE   400 0 20,020
Raymond James Financial, Inc. COM 754730109 14,478 171,235 SH   SOLE   3,515 0 167,720
ResMed Inc. COM 761152107 17,294 141,720 SH   SOLE   3,245 0 138,475
Rockwell Automation, Inc. COM 773903109 27,936 170,520 SH   SOLE   520 0 170,000
Rapid7, Inc. COM 753422104 9,706 167,805 SH   SOLE   2,805 0 165,000
RPM International, Inc. COM 749685103 3,594 58,816 SH   SOLE   1,266 0 57,550
Raytheon Company COM 755111507 3,594 20,670 SH   SOLE   170 0 20,500
Starbucks Corporation COM 855244109 53,395 636,945 SH   SOLE   1,945 0 635,000
Charles Schwab Corporation (The) COM 808513105 64,237 1,598,340 SH   SOLE   11,140 0 1,587,200
Service Corporation International COM 817565104 13,630 291,370 SH   SOLE   4,780 0 286,590
SEI Investments Company COM 784117103 8,852 157,795 SH   SOLE   2,675 0 155,120
Six Flags Entertainment Corporation COM 83001A102 925 18,615 SH   SOLE   115 0 18,500
Semtech Corporation COM 816850101 6,017 125,225 SH   SOLE   2,125 0 123,100
Snap-on Incorporated COM 833034101 71,737 433,090 SH   SOLE   3,230 0 429,860
Smith & Nephew plc SPDN ADR NEW 83175M205 20,148 462,750 SH   SOLE   4,260 0 458,490
SP Plus Corporation COM 78469C103 4,407 138,026 SH   SOLE   2,330 0 135,696
S&P Global Inc. COM 78409V104 36,558 160,490 SH   SOLE   490 0 160,000
STERIS plc SHS USD G8473T100 8,411 56,495 SH   SOLE   895 0 55,600
Constellation Brands, Inc. CL A 21036P108 12,610 64,030 SH   SOLE   475 0 63,555
Stanley Black & Decker Inc. COM 854502101 7,834 54,170 SH   SOLE   2,570 0 51,600
Skyworks Solutions, Inc. COM 83088M102 36,701 474,965 SH   SOLE   3,185 0 471,780
Sensient Technoligies Corporation COM 81725T100 13,567 184,635 SH   SOLE   1,735 0 182,900
Syneos Health, Inc. CL A 87166B102 5,594 109,500 SH   SOLE   1,800 0 107,700
AT&T Inc. COM 00206R102 8,713 260,010 SH   SOLE   8,210 0 251,800
Thunder Bridge Acquisition, Ltd SHS CLASS A G8857R100 5,237 502,095 SH   SOLE   2,095 0 500,000
Bio-Techne Corp. COM 09073M104 7,312 35,070 SH   SOLE   570 0 34,500
Teleflex Incorporated COM 879369106 7,751 23,405 SH   SOLE   385 0 23,020
Target Corporation COM 87612E106 7,222 83,380 SH   SOLE   3,180 0 80,200
Interface, Inc. COM 458665304 4,093 266,970 SH   SOLE   4,470 0 262,500
TJX Companies, Inc. (The) COM 872540109 48,269 912,800 SH   SOLE   8,700 0 904,100
Thermo Fisher Scientific Inc. COM 883556102 103,203 351,414 SH   SOLE   2,150 0 349,264
Tabula Rasa HealthCare, Inc. COM 873379101 4,063 81,375 SH   SOLE   1,375 0 80,000
TransUnion COM 89400J107 18,003 244,905 SH   SOLE   4,210 0 240,695
Total System Services, Inc. COM 891906109 64,734 504,670 SH   SOLE   4,870 0 499,800
Ulta Beauty, Inc. COM 903845303 66,020 190,320 SH   SOLE   1,285 0 189,035
US Foods Holding Corp. COM 912008109 16,286 455,415 SH   SOLE   7,515 0 447,900
Visa Inc. COM CL A 92826C839 78,337 451,380 SH   SOLE   1,380 0 450,000
Vocera Communicaitons, Inc. COM 92857F107 5,429 170,071 SH   SOLE   2,825 0 167,246
Veeva Systems Inc. - Class A CL A COM 922475108 5,614 34,630 SH   SOLE   595 0 34,035
Vulcan Material Company COM 929160109 14,306 104,185 SH   SOLE   1,720 0 102,465
Varex Imaging Corporation COM 92214X106 5,673 185,105 SH   SOLE   3,105 0 182,000
Varonis Systems, Inc. COM 922280102 5,609 90,550 SH   SOLE   1,550 0 89,000
Verisk Analytics, Inc. COM 92345Y106 17,654 120,535 SH   SOLE   1,945 0 118,590
Vertex Pharmaceuticals Incorporated COM 92532F100 6,444 35,140 SH   SOLE   615 0 34,525
Westinghouse Air Brake Technologies Corporation COM 929740108 5,294 73,770 SH   SOLE   1,210 0 72,560
Webster Financial Corporation COM 947890109 13,273 277,850 SH   SOLE   5,235 0 272,615
Workday, Inc. CL A 98138H101 42,013 204,365 SH   SOLE   1,330 0 203,035
WEC Energy Group, Inc. COM 92939U106 5,555 66,630 SH   SOLE   430 0 66,200
Wendy's Company (The) COM 95058W100 15,767 805,245 SH   SOLE   13,460 0 791,785
Werner Enterprises, Inc. COM 950755108 4,426 142,410 SH   SOLE   2,410 0 140,000
Wyndham Hotels & Resorts, Inc. COM 98311A105 12,341 221,395 SH   SOLE   3,725 0 217,670
Willis Towers Watson Public Limited Company SHS G96629103 15,782 82,396 SH   SOLE   1,052 0 81,344
Williams Companies, Inc. (The) COM 969457100 2,274 81,114 SH   SOLE   931 0 80,183
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 6,522 218,700 SH   SOLE   3,700 0 215,000
WNS (Holdings) Limited SPON ADR 92932M101 8,606 145,365 SH   SOLE   2,265 0 143,100
Worldpay, Inc. - Class A CL A 981558109 16,202 132,205 SH   SOLE   2,110 0 130,095
W.P. Carey Inc. COM 92936U109 7,022 86,500 SH   SOLE   1,200 0 85,300
Weyerhaeuser Company COM 962166104 6,482 246,080 SH   SOLE   9,380 0 236,700
Xilinx, Inc. COM 983919101 15,929 135,080 SH   SOLE   1,995 0 133,085