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 | 208,914 | 2,275,260 | SH | SOLE | 2,096,145 | 0 | 179,115 | ||
ANSYS, Inc. | COM | 03662Q105 | 60,507 | 273,340 | SH | SOLE | 251,840 | 0 | 21,500 | ||
Advance Auto Parts, Inc. | COM | 00751Y106 | 190,270 | 1,150,365 | SH | SOLE | 1,060,830 | 0 | 89,535 | ||
Akamai Technologies, Inc. | COM | 00971T101 | 87,903 | 961,955 | SH | SOLE | 883,610 | 0 | 78,345 | ||
Altra Industrial Motion Corp. | COM | 02208R106 | 68,847 | 2,485,895 | SH | SOLE | 1,838,175 | 0 | 647,720 | ||
Aptargroup, Inc. | COM | 038336103 | 158,217 | 1,335,725 | SH | SOLE | 1,231,675 | 0 | 104,050 | ||
Arco Platform Ltd. Class A | COM | G04553106 | 792 | 15,615 | SH | SOLE | 15,615 | 0 | 0 | ||
Argo Group International Holdi | COM | G0464B107 | 103,929 | 1,479,623 | SH | SOLE | 1,051,358 | 0 | 428,265 | ||
Arthur J. Gallagher & Co. | COM | 363576109 | 196,843 | 2,197,645 | SH | SOLE | 2,026,470 | 0 | 171,175 | ||
AtriCure, Inc. | COM | 04963C209 | 16,845 | 675,435 | SH | SOLE | 478,250 | 0 | 197,185 | ||
Avanos Medical, Inc. | COM | 05350V106 | 96,721 | 2,581,982 | SH | SOLE | 1,903,682 | 0 | 678,300 | ||
B&G Foods, Inc. | COM | 05508R106 | 53,461 | 2,827,110 | SH | SOLE | 2,137,030 | 0 | 690,080 | ||
Barnes Group Inc. | COM | 067806109 | 83,068 | 1,611,720 | SH | SOLE | 1,145,395 | 0 | 466,325 | ||
Bio-Techne Corporation | COM | 09073M104 | 162,770 | 831,860 | SH | SOLE | 771,675 | 0 | 60,185 | ||
BlackLine, Inc. | COM | 09239B109 | 88,901 | 1,859,465 | SH | SOLE | 1,324,905 | 0 | 534,560 | ||
Blackbaud, Inc. | COM | 09227Q100 | 235,053 | 2,601,870 | SH | SOLE | 2,164,385 | 0 | 437,485 | ||
Boston Beer Company, Inc. Clas | COM | 100557107 | 31,224 | 85,760 | SH | SOLE | 60,375 | 0 | 25,385 | ||
Brown-Forman Corporation Class | COM | 115637209 | 116,848 | 1,861,235 | SH | SOLE | 1,723,790 | 0 | 137,445 | ||
Bryn Mawr Bank Corporation | COM | 117665109 | 35,155 | 962,880 | SH | SOLE | 686,960 | 0 | 275,920 | ||
CONMED Corporation | COM | 207410101 | 125,999 | 1,310,440 | SH | SOLE | 927,790 | 0 | 382,650 | ||
CSW Industrials, Inc. | COM | 126402106 | 19,246 | 278,810 | SH | SOLE | 200,030 | 0 | 78,780 | ||
CVB Financial Corp. | COM | 126600105 | 48,202 | 2,309,635 | SH | SOLE | 1,639,630 | 0 | 670,005 | ||
Campbell Soup Company | COM | 134429109 | 104,961 | 2,237,030 | SH | SOLE | 2,054,630 | 0 | 182,400 | ||
Cantel Medical Corp. | COM | 138098108 | 183,649 | 2,455,202 | SH | SOLE | 2,070,612 | 0 | 384,590 | ||
Cardiovascular Systems, Inc. | COM | 141619106 | 91,599 | 1,927,580 | SH | SOLE | 1,369,205 | 0 | 558,375 | ||
Catalent Inc | COM | 148806102 | 196,925 | 4,131,880 | SH | SOLE | 3,487,595 | 0 | 644,285 | ||
Chase Corporation | COM | 16150R104 | 24,230 | 221,500 | SH | SOLE | 156,565 | 0 | 64,935 | ||
Commerce Bancshares, Inc. | COM | 200525103 | 80,636 | 1,329,534 | SH | SOLE | 1,221,453 | 0 | 108,081 | ||
Community Bank System, Inc. | COM | 203607106 | 56,933 | 922,890 | SH | SOLE | 654,830 | 0 | 268,060 | ||
Cooper Companies, Inc. | COM | 216648402 | 139,205 | 468,705 | SH | SOLE | 434,665 | 0 | 34,040 | ||
Cullen/Frost Bankers, Inc. | COM | 229899109 | 99,607 | 1,124,870 | SH | SOLE | 1,035,290 | 0 | 89,580 | ||
DENTSPLY SIRONA, Inc. | COM | 24906P109 | 179,188 | 3,361,245 | SH | SOLE | 3,098,935 | 0 | 262,310 | ||
Edwards Lifesciences Corporati | COM | 28176E108 | 198,814 | 904,070 | SH | SOLE | 834,060 | 0 | 70,010 | ||
Envestnet, Inc. | COM | 29404K106 | 55,916 | 986,175 | SH | SOLE | 702,485 | 0 | 283,690 | ||
Envista Holdings Corp. | COM | 29415F104 | 11,152 | 400,000 | SH | SOLE | 368,850 | 0 | 31,150 | ||
Everest Re Group, Ltd. | COM | G3223R108 | 265,837 | 999,050 | SH | SOLE | 921,015 | 0 | 78,035 | ||
Evoqua Water Technologies Corp | COM | 30057T105 | 25,534 | 1,500,260 | SH | SOLE | 1,065,065 | 0 | 435,195 | ||
Flowers Foods, Inc. | COM | 343498101 | 80,739 | 3,490,650 | SH | SOLE | 3,218,345 | 0 | 272,305 | ||
Fortive Corp. | COM | 34959J108 | 213,764 | 3,117,915 | SH | SOLE | 2,931,790 | 0 | 186,125 | ||
Freshpet Inc | COM | 358039105 | 61,165 | 1,228,960 | SH | SOLE | 871,370 | 0 | 357,590 | ||
German American Bancorp, Inc. | COM | 373865104 | 35,424 | 1,105,270 | SH | SOLE | 783,545 | 0 | 321,725 | ||
Guidewire Software, Inc. | COM | 40171V100 | 146,638 | 1,391,515 | SH | SOLE | 1,282,855 | 0 | 108,660 | ||
H.B. Fuller Company | COM | 359694106 | 68,480 | 1,470,780 | SH | SOLE | 1,043,145 | 0 | 427,635 | ||
Helen of Troy Limited | COM | G4388N106 | 38,610 | 244,895 | SH | SOLE | 174,315 | 0 | 70,580 | ||
Hormel Foods Corporation | COM | 440452100 | 134,841 | 3,083,495 | SH | SOLE | 2,832,730 | 0 | 250,765 | ||
Hostess Brands, Inc. Class A | COM | 44109J106 | 121,301 | 8,673,630 | SH | SOLE | 6,163,465 | 0 | 2,510,165 | ||
IDEX Corporation | COM | 45167R104 | 159,418 | 972,770 | SH | SOLE | 896,995 | 0 | 75,775 | ||
Independent Bank Corp. | COM | 453836108 | 82,892 | 1,110,405 | SH | SOLE | 790,730 | 0 | 319,675 | ||
Innospec Inc. | COM | 45768S105 | 58,868 | 660,395 | SH | SOLE | 468,770 | 0 | 191,625 | ||
Inspire Medical Systems, Inc. | COM | 457730109 | 18,086 | 296,390 | SH | SOLE | 209,430 | 0 | 86,960 | ||
Integra LifeSciences Holdings | COM | 457985208 | 341,123 | 5,678,760 | SH | SOLE | 4,722,040 | 0 | 956,720 | ||
International Flavors & Fragra | COM | 459506101 | 114,170 | 930,555 | SH | SOLE | 854,845 | 0 | 75,710 | ||
J & J Snack Foods Corp. | COM | 466032109 | 24,036 | 125,190 | SH | SOLE | 87,345 | 0 | 37,845 | ||
J.M. Smucker Company | COM | 832696405 | 170,823 | 1,552,655 | SH | SOLE | 1,431,790 | 0 | 120,865 | ||
James River Group Holdings Ltd | COM | G5005R107 | 50,074 | 977,245 | SH | SOLE | 690,555 | 0 | 286,690 | ||
John Bean Technologies Corpora | COM | 477839104 | 121,161 | 1,218,555 | SH | SOLE | 867,135 | 0 | 351,420 | ||
John Wiley & Sons, Inc. Class | COM | 968223206 | 181,773 | 4,136,840 | SH | SOLE | 3,360,780 | 0 | 776,060 | ||
Laboratory Corporation of Amer | COM | 50540R409 | 130,260 | 775,360 | SH | SOLE | 714,325 | 0 | 61,035 | ||
Lamb Weston Holdings, Inc. | COM | 513272104 | 165,019 | 2,269,235 | SH | SOLE | 2,092,350 | 0 | 176,885 | ||
Lancaster Colony Corporation | COM | 513847103 | 70,689 | 509,835 | SH | SOLE | 362,950 | 0 | 146,885 | ||
LogMeIn, Inc. | COM | 54142L109 | 45,313 | 638,575 | SH | SOLE | 453,075 | 0 | 185,500 | ||
Lydall, Inc. | COM | 550819106 | 16,254 | 652,510 | SH | SOLE | 461,640 | 0 | 190,870 | ||
MGP Ingredients, Inc. | COM | 55303J106 | 63,032 | 1,268,765 | SH | SOLE | 898,535 | 0 | 370,230 | ||
MSA Safety, Inc. | COM | 553498106 | 112,276 | 1,029,020 | SH | SOLE | 731,630 | 0 | 297,390 | ||
Masimo Corporation | COM | 574795100 | 137,018 | 920,880 | SH | SOLE | 779,050 | 0 | 141,830 | ||
McCormick & Company, Incorpora | COM | 579780206 | 80,063 | 512,240 | SH | SOLE | 472,220 | 0 | 40,020 | ||
Medidata Solutions, Inc. | COM | 58471A105 | 188,102 | 2,055,760 | SH | SOLE | 1,667,165 | 0 | 388,595 | ||
Molson Coors Brewing Company C | COM | 60871R209 | 111,796 | 1,944,285 | SH | SOLE | 1,800,285 | 0 | 144,000 | ||
Morningstar, Inc. | COM | 617700109 | 44,741 | 306,150 | SH | SOLE | 282,460 | 0 | 23,690 | ||
National Vision Holdings, Inc. | COM | 63845R107 | 35,043 | 1,455,875 | SH | SOLE | 1,034,565 | 0 | 421,310 | ||
New Relic, Inc. | COM | 64829B100 | 147,016 | 2,392,445 | SH | SOLE | 1,957,120 | 0 | 435,325 | ||
Nordson Corporation | COM | 655663102 | 219,797 | 1,502,785 | SH | SOLE | 1,384,030 | 0 | 118,755 | ||
Northern Trust Corporation | COM | 665859104 | 172,030 | 1,843,445 | SH | SOLE | 1,695,145 | 0 | 148,300 | ||
Novanta Inc | COM | 67000B104 | 12,877 | 157,570 | SH | SOLE | 112,680 | 0 | 44,890 | ||
NuVasive, Inc. | COM | 670704105 | 59,709 | 942,080 | SH | SOLE | 667,615 | 0 | 274,465 | ||
Nutanix, Inc. Class A | COM | 67059N108 | 109,666 | 4,177,740 | SH | SOLE | 3,852,175 | 0 | 325,565 | ||
Okta, Inc. Class A | COM | 679295105 | 77,615 | 788,290 | SH | SOLE | 690,120 | 0 | 98,170 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 173,013 | 848,810 | SH | SOLE | 782,735 | 0 | 66,075 | ||
Palomar Holdings, Inc. | COM | 69753M105 | 11,290 | 286,405 | SH | SOLE | 204,930 | 0 | 81,475 | ||
Penumbra, Inc. | COM | 70975L107 | 33,000 | 245,370 | SH | SOLE | 174,830 | 0 | 70,540 | ||
Prestige Consumer Healthcare I | COM | 74112D101 | 74,754 | 2,154,925 | SH | SOLE | 1,529,440 | 0 | 625,485 | ||
Prosperity Bancshares, Inc.(R) | COM | 743606105 | 172,163 | 2,437,530 | SH | SOLE | 2,036,315 | 0 | 401,215 | ||
Pure Storage, Inc. Class A | COM | 74624M102 | 256,695 | 15,153,205 | SH | SOLE | 12,471,905 | 0 | 2,681,300 | ||
Q2 Holdings, Inc. | COM | 74736L109 | 100,869 | 1,278,930 | SH | SOLE | 908,155 | 0 | 370,775 | ||
Qualys, Inc. | COM | 74758T303 | 43,443 | 574,870 | SH | SOLE | 408,610 | 0 | 166,260 | ||
Ritchie Bros. Auctioneers Inco | COM | 767744105 | 95,418 | 2,391,430 | SH | SOLE | 1,695,825 | 0 | 695,605 | ||
Rockwell Automation, Inc. | COM | 773903109 | 207,238 | 1,257,510 | SH | SOLE | 1,157,610 | 0 | 99,900 | ||
SVB Financial Group | COM | 78486Q101 | 80,356 | 384,570 | SH | SOLE | 353,830 | 0 | 30,740 | ||
SailPoint Technologies Holding | COM | 78781P105 | 37,636 | 2,013,720 | SH | SOLE | 1,431,965 | 0 | 581,755 | ||
Sally Beauty Holdings, Inc. | COM | 79546E104 | 134,286 | 9,018,555 | SH | SOLE | 7,354,655 | 0 | 1,663,900 | ||
Sensient Technologies Corporat | COM | 81725T100 | 128,937 | 1,878,180 | SH | SOLE | 1,335,430 | 0 | 542,750 | ||
ServiceNow, Inc. | COM | 81762P102 | 93,092 | 366,720 | SH | SOLE | 337,205 | 0 | 29,515 | ||
Simply Good Foods Co | COM | 82900L102 | 76,764 | 2,647,945 | SH | SOLE | 1,879,305 | 0 | 768,640 | ||
Splunk Inc. | COM | 848637104 | 197,091 | 1,672,245 | SH | SOLE | 1,541,940 | 0 | 130,305 | ||
Standex International Corporat | COM | 854231107 | 53,522 | 733,780 | SH | SOLE | 522,260 | 0 | 211,520 | ||
Stericycle, Inc. | COM | 858912108 | 83,173 | 1,633,085 | SH | SOLE | 1,502,840 | 0 | 130,245 | ||
Stock Yards Bancorp, Inc. | COM | 861025104 | 33,815 | 921,636 | SH | SOLE | 651,461 | 0 | 270,175 | ||
Supernus Pharmaceuticals, Inc. | COM | 868459108 | 17,204 | 626,040 | SH | SOLE | 443,230 | 0 | 182,810 | ||
Synopsys, Inc. | COM | 871607107 | 82,526 | 601,280 | SH | SOLE | 554,365 | 0 | 46,915 | ||
Teladoc Health, Inc. | COM | 87918A105 | 77,677 | 1,147,025 | SH | SOLE | 814,980 | 0 | 332,045 | ||
Tenable Holdings, Inc. | COM | 88025T102 | 51,869 | 2,317,645 | SH | SOLE | 1,649,125 | 0 | 668,520 | ||
Tractor Supply Company | COM | 892356106 | 135,727 | 1,500,745 | SH | SOLE | 1,382,475 | 0 | 118,270 | ||
TreeHouse Foods, Inc. | COM | 89469A104 | 187,313 | 3,378,055 | SH | SOLE | 2,811,390 | 0 | 566,665 | ||
TriMas Corporation | COM | 896215209 | 33,732 | 1,100,545 | SH | SOLE | 781,075 | 0 | 319,470 | ||
UMB Financial Corporation | COM | 902788108 | 100,544 | 1,556,885 | SH | SOLE | 1,103,880 | 0 | 453,005 | ||
Ulta Beauty Inc | COM | 90384S303 | 133,779 | 533,730 | SH | SOLE | 492,020 | 0 | 41,710 | ||
Veeva Systems Inc Class A | COM | 922475108 | 132,762 | 869,485 | SH | SOLE | 801,985 | 0 | 67,500 | ||
Verisk Analytics Inc | COM | 92345Y106 | 107,385 | 679,050 | SH | SOLE | 626,360 | 0 | 52,690 | ||
Washington Trust Bancorp, Inc. | COM | 940610108 | 37,475 | 775,715 | SH | SOLE | 548,975 | 0 | 226,740 | ||
Waters Corporation | COM | 941848103 | 219,484 | 983,220 | SH | SOLE | 906,375 | 0 | 76,845 | ||
Welbilt Inc | COM | 949090104 | 120,237 | 7,131,475 | SH | SOLE | 5,068,290 | 0 | 2,063,185 | ||
West Pharmaceutical Services, | COM | 955306105 | 87,371 | 616,070 | SH | SOLE | 565,480 | 0 | 50,590 | ||
Wolverine World Wide, Inc. | COM | 978097103 | 69,413 | 2,456,245 | SH | SOLE | 1,744,010 | 0 | 712,235 | ||
Workday, Inc. Class A | COM | 98138H101 | 175,340 | 1,031,655 | SH | SOLE | 951,375 | 0 | 80,280 | ||
Yext, Inc. | COM | 98585N106 | 91,252 | 5,742,715 | SH | SOLE | 4,081,415 | 0 | 1,661,300 | ||
e.l.f. Beauty, Inc. | COM | 26856L103 | 57,841 | 3,303,330 | SH | SOLE | 2,345,985 | 0 | 957,345 | ||
Alibaba Group Holding Ltd. Spo | ADR | 01609W102 | 244 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
Ambev SA Sponsored ADR | ADR | 02319V103 | 63 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
Talend SA Sponsored ADR | ADR | 874224207 | 22,616 | 665,575 | SH | SOLE | 487,480 | 0 | 178,095 |