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 | 281 | 1,711 | SH | SOLE | 223 | 0 | 1,488 | ||
ABBOTT LABS | COM | 002824100 | 1,004 | 12,002 | SH | SOLE | 1,576 | 0 | 10,426 | ||
ABBVIE INC | COM | 00287Y109 | 548 | 7,237 | SH | SOLE | 1,212 | 0 | 6,025 | ||
ABIOMED INC | COM | 003654100 | 289,346 | 1,626,542 | SH | SOLE | 1,072,387 | 0 | 554,155 | ||
ACI WORLDWIDE INC | COM | 004498101 | 88,949 | 2,839,544 | SH | SOLE | 715,077 | 0 | 2,124,467 | ||
ADOBE INC | COM | 00724F101 | 1,147 | 4,153 | SH | SOLE | 3,129 | 0 | 1,024 | ||
ALARM COM HLDGS INC | COM | 011642105 | 220,644 | 4,730,792 | SH | SOLE | 2,675,811 | 0 | 2,054,981 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 998 | 5,517 | SH | SOLE | 5,437 | 0 | 80 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,096 | 3,354 | SH | SOLE | 2,622 | 0 | 732 | ||
ALTERYX INC | COM CL A | 02156B103 | 395,067 | 3,677,439 | SH | SOLE | 2,397,897 | 0 | 1,279,542 | ||
AMAZON COM INC | COM | 023135106 | 3,220 | 1,855 | SH | SOLE | 1,626 | 0 | 229 | ||
AMERICAN SOFTWARE INC | CL A | 029683109 | 60,848 | 4,051,131 | SH | SOLE | 2,326,597 | 0 | 1,724,534 | ||
ANSYS INC | COM | 03662Q105 | 400,960 | 1,811,346 | SH | SOLE | 1,024,732 | 0 | 786,614 | ||
APPFOLIO INC | COM CL A | 03783C100 | 143,004 | 1,503,089 | SH | SOLE | 958,475 | 0 | 544,614 | ||
APPLE INC | COM | 037833100 | 5,765 | 25,740 | SH | SOLE | 18,494 | 0 | 7,246 | ||
AUTODESK INC | COM | 052769106 | 1,220 | 8,258 | SH | SOLE | 8,258 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 963 | 5,967 | SH | SOLE | 1,152 | 0 | 4,815 | ||
AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 05337M104 | 7,057 | 1,696,290 | SH | SOLE | 1,274,577 | 0 | 421,713 | ||
BALCHEM CORP | COM | 057665200 | 371,854 | 3,748,903 | SH | SOLE | 2,438,211 | 0 | 1,310,692 | ||
BIO TECHNE CORP | COM | 09073M104 | 320,614 | 1,638,547 | SH | SOLE | 995,795 | 0 | 642,752 | ||
BLACKBAUD INC | COM | 09227Q100 | 328,485 | 3,636,093 | SH | SOLE | 2,270,797 | 0 | 1,365,296 | ||
BOOKING HLDGS INC | COM | 09857L108 | 406 | 207 | SH | SOLE | 203 | 0 | 4 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 1,399 | 9,175 | SH | SOLE | 9,175 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 2,768 | 22,242 | SH | SOLE | 21,512 | 0 | 730 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 293,177 | 3,919,478 | SH | SOLE | 2,332,796 | 0 | 1,586,682 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 279,286 | 5,877,227 | SH | SOLE | 3,767,325 | 0 | 2,109,902 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 31,896 | 729,718 | SH | SOLE | 380,425 | 0 | 349,293 | ||
CELGENE CORP | COM | 151020104 | 1,111 | 11,191 | SH | SOLE | 5,511 | 0 | 5,680 | ||
CERNER CORP | COM | 156782104 | 613 | 8,995 | SH | SOLE | 8,995 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 802 | 6,062 | SH | SOLE | 6,062 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 36,226 | 330,831 | SH | SOLE | 173,086 | 0 | 157,745 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 837 | 996 | SH | SOLE | 996 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 412 | 8,342 | SH | SOLE | 1,405 | 0 | 6,937 | ||
COGNEX CORP | COM | 192422103 | 465,911 | 9,483,237 | SH | SOLE | 6,078,751 | 0 | 3,404,486 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 37,168 | 372,347 | SH | SOLE | 307,160 | 0 | 65,187 | ||
DANAHER CORPORATION | COM | 235851102 | 301 | 2,083 | SH | SOLE | 880 | 0 | 1,203 | ||
DEXCOM INC | COM | 252131107 | 1,005 | 6,735 | SH | SOLE | 6,735 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 227 | 5,560 | SH | SOLE | 60 | 0 | 5,500 | ||
DMC GLOBAL INC | COM | 23291C103 | 114,233 | 2,597,389 | SH | SOLE | 1,547,876 | 0 | 1,049,513 | ||
ECOLAB INC | COM | 278865100 | 2,300 | 11,615 | SH | SOLE | 7,259 | 0 | 4,356 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 2,213 | 10,064 | SH | SOLE | 9,524 | 0 | 540 | ||
ENDOLOGIX INC | COM NEW | 29266S304 | 3,532 | 889,679 | SH | SOLE | 559,705 | 0 | 329,974 | ||
ENVESTNET INC | COM | 29404K106 | 845 | 14,903 | SH | SOLE | 14,903 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 1,505 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,663 | 12,369 | SH | SOLE | 11,141 | 0 | 1,228 | ||
FACEBOOK INC | CL A | 30303M102 | 3,578 | 20,091 | SH | SOLE | 14,950 | 0 | 5,141 | ||
FASTENAL CO | COM | 311900104 | 2,261 | 69,196 | SH | SOLE | 64,446 | 0 | 4,750 | ||
FISERV INC | COM | 337738108 | 1,174 | 11,332 | SH | SOLE | 9,825 | 0 | 1,507 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 1,658 | 5,782 | SH | SOLE | 5,782 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 285,373 | 4,565,244 | SH | SOLE | 2,941,249 | 0 | 1,623,995 | ||
GRAINGER W W INC | COM | 384802104 | 743 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 392,922 | 3,728,624 | SH | SOLE | 2,311,276 | 0 | 1,417,348 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 26,151 | 227,338 | SH | SOLE | 187,158 | 0 | 40,180 | ||
HELIOS TECHNOLOGIES INC | COM | 42328H109 | 234,303 | 5,775,282 | SH | SOLE | 3,581,410 | 0 | 2,193,872 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 1,054 | 7,219 | SH | SOLE | 7,219 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 3,500 | 15,084 | SH | SOLE | 9,223 | 0 | 5,861 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 295 | 2,664 | SH | SOLE | 2,664 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 50,969 | 345,927 | SH | SOLE | 180,713 | 0 | 165,214 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 602 | 3,849 | SH | SOLE | 280 | 0 | 3,569 | ||
INCYTE CORP | COM | 45337C102 | 19,372 | 260,970 | SH | SOLE | 167,252 | 0 | 93,718 | ||
INOGEN INC | COM | 45780L104 | 177,448 | 3,703,773 | SH | SOLE | 2,318,801 | 0 | 1,384,972 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 284 | 1,955 | SH | SOLE | 217 | 0 | 1,738 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 1,423 | 10,491 | SH | SOLE | 10,491 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 245,682 | 3,315,104 | SH | SOLE | 2,152,455 | 0 | 1,162,649 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 153,936 | 17,930,781 | SH | SOLE | 12,075,724 | 0 | 5,855,057 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 846 | 6,599 | SH | SOLE | 6,504 | 0 | 95 | ||
JOHNSON & JOHNSON | COM | 478160104 | 315 | 2,437 | SH | SOLE | 174 | 0 | 2,263 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 12,775 | 291,060 | SH | SOLE | 151,280 | 0 | 139,780 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 744 | 6,319 | SH | SOLE | 4,756 | 0 | 1,563 | ||
LKQ CORP | COM | 501889208 | 1,134 | 36,045 | SH | SOLE | 35,845 | 0 | 200 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 483,705 | 5,996,097 | SH | SOLE | 3,700,439 | 0 | 2,295,658 | ||
MARKETAXESS HLDGS INC | COM | 57060D108 | 593 | 1,811 | SH | SOLE | 1,811 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 9,070 | 60,958 | SH | SOLE | 60,653 | 0 | 305 | ||
MASTERCARD INC | CL A | 57636Q104 | 3,474 | 12,791 | SH | SOLE | 10,356 | 0 | 2,435 | ||
MAXIMUS INC | COM | 577933104 | 302 | 3,915 | SH | SOLE | 3,915 | 0 | 0 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 246 | 1,574 | SH | SOLE | 1,109 | 0 | 465 | ||
MCDONALDS CORP | COM | 580135101 | 1,060 | 4,937 | SH | SOLE | 2,362 | 0 | 2,575 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 234,730 | 2,565,359 | SH | SOLE | 1,616,606 | 0 | 948,753 | ||
MERCADOLIBRE INC | COM | 58733R102 | 34,040 | 61,752 | SH | SOLE | 51,021 | 0 | 10,731 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 23,461 | 2,472,229 | SH | SOLE | 1,802,767 | 0 | 669,462 | ||
MICROSOFT CORP | COM | 594918104 | 4,503 | 32,386 | SH | SOLE | 23,081 | 0 | 9,305 | ||
MORGAN STANLEY | COM NEW | 617446448 | 336 | 7,880 | SH | SOLE | 6,551 | 0 | 1,329 | ||
NEOGEN CORP | COM | 640491106 | 459,965 | 6,753,264 | SH | SOLE | 4,214,658 | 0 | 2,538,606 | ||
NETSCOUT SYS INC | COM | 64115T104 | 108,930 | 4,723,768 | SH | SOLE | 3,022,186 | 0 | 1,701,582 | ||
NEXTGEN HEALTHCARE INC | COM | 65343C102 | 141,830 | 9,051,024 | SH | SOLE | 5,203,838 | 0 | 3,847,186 | ||
NIC INC | COM | 62914B100 | 80,428 | 3,894,810 | SH | SOLE | 2,684,806 | 0 | 1,210,004 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 1,714 | 33,111 | SH | SOLE | 24,587 | 0 | 8,524 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 2,487 | 6,241 | SH | SOLE | 5,829 | 0 | 412 | ||
OMNICELL INC | COM | 68213N109 | 1,061 | 14,675 | SH | SOLE | 14,675 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 522 | 9,484 | SH | SOLE | 2,184 | 0 | 7,300 | ||
PAYCHEX INC | COM | 704326107 | 201 | 2,429 | SH | SOLE | 2,249 | 0 | 180 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 471,131 | 2,248,945 | SH | SOLE | 1,371,214 | 0 | 877,731 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 4,131 | 36,161 | SH | SOLE | 24,009 | 0 | 12,152 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 389,880 | 6,541,603 | SH | SOLE | 4,003,943 | 0 | 2,537,660 | ||
PROTO LABS INC | COM | 743713109 | 386,436 | 3,784,878 | SH | SOLE | 2,403,640 | 0 | 1,381,238 | ||
PULTE GROUP INC | COM | 745867101 | 208 | 5,688 | SH | SOLE | 3,349 | 0 | 2,339 | ||
Q2 HLDGS INC | COM | 74736L109 | 328,512 | 4,165,239 | SH | SOLE | 2,767,433 | 0 | 1,397,806 | ||
QIAGEN NV | SHS NEW | N72482123 | 30,360 | 920,838 | SH | SOLE | 478,180 | 0 | 442,658 | ||
QUANTA SVCS INC | COM | 74762E102 | 612 | 16,181 | SH | SOLE | 15,545 | 0 | 636 | ||
QUIDEL CORP | COM | 74838J101 | 346,444 | 5,647,014 | SH | SOLE | 3,476,546 | 0 | 2,170,468 | ||
REALPAGE INC | COM | 75606N109 | 1,780 | 28,312 | SH | SOLE | 27,987 | 0 | 325 | ||
SALESFORCE COM INC | COM | 79466L302 | 873 | 5,878 | SH | SOLE | 5,586 | 0 | 292 | ||
SHOPIFY INC | CL A | 82509L107 | 2,035 | 6,531 | SH | SOLE | 6,241 | 0 | 290 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 1,352 | 18,269 | SH | SOLE | 18,269 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 1,636 | 18,499 | SH | SOLE | 16,217 | 0 | 2,282 | ||
TARGET CORP | COM | 87612E106 | 529 | 4,949 | SH | SOLE | 1,996 | 0 | 2,953 | ||
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 1,207 | 28,862 | SH | SOLE | 25,889 | 0 | 2,973 | ||
TJX COS INC NEW | COM | 872540109 | 422 | 7,575 | SH | SOLE | 3,147 | 0 | 4,428 | ||
TOLL BROTHERS INC | COM | 889478103 | 221 | 5,382 | SH | SOLE | 4,122 | 0 | 1,260 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 3,081 | 34,063 | SH | SOLE | 22,403 | 0 | 11,660 | ||
TRIMBLE INC | COM | 896239100 | 290 | 7,478 | SH | SOLE | 7,478 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 525,133 | 2,000,507 | SH | SOLE | 1,190,895 | 0 | 809,612 | ||
ULTA BEAUTY INC | COM | 90384S303 | 1,391 | 5,551 | SH | SOLE | 5,526 | 0 | 25 | ||
UNDER ARMOUR INC | CL A | 904311107 | 206 | 10,307 | SH | SOLE | 9,852 | 0 | 455 | ||
UNION PACIFIC CORP | COM | 907818108 | 598 | 3,691 | SH | SOLE | 2,770 | 0 | 921 | ||
VEEVA SYS INC | CL A COM | 922475108 | 531,307 | 3,479,648 | SH | SOLE | 2,135,834 | 0 | 1,343,814 | ||
VISA INC | COM CL A | 92826C839 | 1,003 | 5,831 | SH | SOLE | 5,741 | 0 | 90 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 134,863 | 5,471,106 | SH | SOLE | 3,247,334 | 0 | 2,223,772 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 966 | 10,157 | SH | SOLE | 1,162 | 0 | 8,995 | ||
YORK WTR CO | COM | 987184108 | 491 | 11,250 | SH | SOLE | 0 | 0 | 11,250 | ||
ZOETIS INC | CL A | 98978V103 | 1,102 | 8,848 | SH | SOLE | 8,848 | 0 | 0 |