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
A.O. Smith Corporation COM 04544X300 20,865 380,615 SH   SOLE   6,625 0 373,990
Abbott Laboratories COM 002824100 7,804 71,275 SH   SOLE   2,075 0 69,200
Adobe Inc. COM 00724F101 50,167 100,310 SH   SOLE   310 0 100,000
Air Products and Chemicals, Inc. COM 009158106 5,541 20,280 SH   SOLE   730 0 19,550
Alcon, Inc. ORD SHS H01301128 40,334 611,300 SH   SOLE   4,700 0 606,600
Alphabet Inc. CAP STK CL A 02079K107 125,443 71,605 SH   SOLE   345 0 71,260
Amazon.com, Inc. COM 023135106 68,607 21,065 SH   SOLE   65 0 21,000
AMETEK, Inc. COM 031100100 15,679 129,640 SH   SOLE   2,090 0 127,550
Amgen Inc. COM 031162100 33,534 145,850 SH   SOLE   850 0 145,000
Analog Devices, Inc. COM 032654105 14,413 97,560 SH   SOLE   2,160 0 95,400
Aon plc SHS CL A G0403H108 87,942 416,255 SH   SOLE   1,255 0 415,000
Apple, Inc. COM 037833100 160,718 1,211,230 SH   SOLE   4,990 0 1,206,240
AptarGroup, Inc. COM 038336103 21,427 156,530 SH   SOLE   2,995 0 153,535
Arthur J. Gallagher & Co. COM 363576109 9,899 80,015 SH   SOLE   915 0 79,100
AT&T Inc. COM 00206R102 2,637 91,705 SH   SOLE   2,505 0 89,200
Avery Dennison Corporation COM 053611109 8,305 53,540 SH   SOLE   840 0 52,700
Ball Corporation COM 058498106 57,578 617,927 SH   SOLE   1,925 0 616,002
Beacon Roofing Supply, Inc. COM 073685109 7,536 187,505 SH   SOLE   2,505 0 185,000
Becton, Dickinson and Company COM 075887109 35,741 142,840 SH   SOLE   1,240 0 141,600
Bio-Techne Corp. COM 09073M104 10,784 33,960 SH   SOLE   460 0 33,500
BioTelemetry, Inc. COM 090672106 8,767 121,635 SH   SOLE   1,635 0 120,000
BJ's Wholesale Club, Inc. COM 05550J101 14,475 388,277 SH   SOLE   5,085 0 383,192
BlackLine, Inc. COM 09239B109 7,911 59,315 SH   SOLE   815 0 58,500
BlackRock, Inc. COM 09247X101 5,047 6,995 SH   SOLE   45 0 6,950
Blacksonte Group Inc. CL A 122017106 6,407 98,865 SH   SOLE   3,665 0 95,200
BMC Stock Holdings, Inc. COM 05591B109 8,994 167,555 SH   SOLE   2,345 0 165,210
Boston Scientific Corporation COM 101137107 38,301 1,065,395 SH   SOLE   8,395 0 1,057,000
Bristol-Myers Squibb Company COM 110122108 33,289 536,665 SH   SOLE   1,665 0 535,000
Broadcom Inc. COM 11135F101 4,628 10,570 SH   SOLE   70 0 10,500
Broadridge Financial Solutions, Inc. COM 11133T103 18,307 119,500 SH   SOLE   1,955 0 117,545
Brown & Brown, Inc. COM 115236101 8,169 172,310 SH   SOLE   2,310 0 170,000
Burlington Stores, Inc. COM 122017106 17,610 67,330 SH   SOLE   1,040 0 66,290
CarMax, Inc. COM 143130102 15,446 163,520 SH   SOLE   3,060 0 160,460
Carriage Services, Inc. COM 143905107 8,416 268,715 SH   SOLE   3,715 0 265,000
CBRE Group, Inc. CL A 12504L109 77,561 1,236,630 SH   SOLE   7,890 0 1,228,740
CDW Corporation COM 12514G108 17,660 134,000 SH   SOLE   2,045 0 131,955
Citizens Financial Group, Inc. COM 174610105 15,808 442,062 SH   SOLE   6,370 0 435,692
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 340 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107 15,254 61,050 SH   SOLE   1,025 0 60,025
Charles Schwab Corporation (The) COM 808513105 63,359 1,194,555 SH   SOLE   8,555 0 1,186,000
Chevron Corporation COM 166764100 7,271 86,095 SH   SOLE   595 0 85,500
Chipotle Mexican Grill, Inc. COM 169656105 8,466 6,105 SH   SOLE   105 0 6,000
Chubb Limited COM H1467J104 53,906 350,220 SH   SOLE   1,820 0 348,400
Cintas Corporation COM 172908105 89,913 254,380 SH   SOLE   780 0 253,600
Cisco Systems, Inc. COM 17275R102 62,529 1,397,300 SH   SOLE   9,400 0 1,387,900
CMS Energy Corporation COM 125896100 5,482 89,860 SH   SOLE   660 0 89,200
Coca-Cola Company (The) COM 191216100 46,486 847,675 SH   SOLE   5,475 0 842,200
Cohen & Steers, Inc. COM 19247A100 13,180 177,390 SH   SOLE   2,790 0 174,600
Comcast Corporation CL A 20030N101 34,330 655,150 SH   SOLE   5,150 0 650,000
Community Healthcare Trust Incorporated COM 20369C106 7,401 157,108 SH   SOLE   2,175 0 154,933
ConocoPhillips COM 20825C104 4,247 106,205 SH   SOLE   705 0 105,500
Constellation Brands, Inc. CL A 21036P108 54,162 247,260 SH   SOLE   1,230 0 246,030
Cooper Companies, Inc. (The) COM 216648402 15,212 41,870 SH   SOLE   655 0 41,215
Copart, Inc. COM 217204106 58,205 457,405 SH   SOLE   1,405 0 456,000
Costco Wholesale Corporation COM 22160K105 39,686 105,330 SH   SOLE   330 0 105,000
Coupa Software, Inc. COM 22266L106 876 2,585 SH   SOLE   80 0 2,505
Covetrus, Inc. COM 22304C100 7,139 248,390 SH   SOLE   3,390 0 245,000
CVS Health Corporation COM 126650100 6,546 95,835 SH   SOLE   3,335 0 92,500
CyberArk Software Ltd. SHS M2682V108 26,363 163,150 SH   SOLE   2,045 0 161,105
CyrusOne Inc. COM 23283R100 13,517 184,779 SH   SOLE   3,590 0 181,189
Descartes Systems Group, Inc. COM 249906108 10,619 181,585 SH   SOLE   2,585 0 179,000
DexCom, Inc. COM 252131107 31,715 85,780 SH   SOLE   580 0 85,200
Digital Realty Trust, Inc. COM 253868103 5,831 41,796 SH   SOLE   1,084 0 40,712
Dominion Energy, Inc. COM 25746U109 6,402 85,135 SH   SOLE   3,035 0 82,100
Domino's Pizza, Inc. COM 25754A201 12,230 31,895 SH   SOLE   510 0 31,385
Dorman Products, Inc. COM 258278100 7,219 83,145 SH   SOLE   1,145 0 82,000
DuPont de Nemours, Inc. COM 26614N102 7,842 110,275 SH   SOLE   775 0 109,500
Eaton Corp. Plc SHS G29183103 3,025 25,175 SH   SOLE   175 0 25,000
Eli Lilly and Company COM 532457108 39,269 232,580 SH   SOLE   1,880 0 230,700
Emerson Electric Co. COM 291011104 5,923 73,695 SH   SOLE   2,295 0 71,400
Enterprise Products Partners L.P. COM 293792107 35,975 1,836,380 SH   SOLE   10,980 0 1,825,400
ePlus inc. COM 294268107 8,025 91,245 SH   SOLE   1,245 0 90,000
Equinix, Inc. COM PAR $0.001 29444U700 6,231 8,725 SH   SOLE   325 0 8,400
EVERTEC, Inc. COM 30040P103 7,673 195,130 SH   SOLE   2,630 0 192,500
EVO Payments, Inc. - Class A CL A COM 26927E104 149 5,500 SH   SOLE   0 0 5,500
ExlService Holdings, Inc. COM 302081104 9,530 111,945 SH   SOLE   1,945 0 110,000
Exponent, Inc. COM 30214U102 9,129 101,395 SH   SOLE   1,395 0 100,000
Facebook, Inc. CL A 30303M102 39,732 145,455 SH   SOLE   455 0 145,000
Fastenal Co. COM 311900104 67,739 1,387,240 SH   SOLE   9,610 0 1,377,630
Fidelity National Information Services, Inc. COM 31620M106 467 3,300 SH   SOLE   1,200 0 2,100
First Horizon National Corporation COM 320517105 22,255 1,744,107 SH   SOLE   27,160 0 1,716,947
Fiserv, Inc. COM 337738108 52,068 457,300 SH   SOLE   3,000 0 454,300
FleetCor Technologies, Inc. COM 339041105 18,971 69,535 SH   SOLE   1,095 0 68,440
Fortinet, Inc. COM 34959E109 104 700 SH   SOLE   0 0 700
Fortive Corporation COM 34959J108 61,248 864,845 SH   SOLE   7,765 0 857,080
Fortune Brands Home & Security, Inc. COM 34964C106 18,673 217,840 SH   SOLE   4,375 0 213,465
Gartner, Inc. COM 366651107 44,740 279,295 SH   SOLE   1,760 0 277,535
GCP Applied Technologies Inc. COM 36164Y101 6,737 284,870 SH   SOLE   3,870 0 281,000
Genuine Parts Company COM 372460105 8,166 81,310 SH   SOLE   2,410 0 78,900
Gilead Sciences, Inc. COM 375558103 23,377 401,255 SH   SOLE   1,255 0 400,000
Glacier Bancorp, Inc. COM 37637Q105 6,347 137,940 SH   SOLE   1,940 0 136,000
Global Payments Inc. COM 37940X102 65,649 304,749 SH   SOLE   1,855 0 302,894
Globus Medical Inc. CL A 379577208 11,821 181,245 SH   SOLE   2,845 0 178,400
Goosehead Insurance, Inc. COM CL A 38267D109 1,520 12,180 SH   SOLE   180 0 12,000
Grocery Outlet Holding Corp. COM 39874R101 6,766 172,375 SH   SOLE   2,375 0 170,000
Healthcare Services Group, Inc. COM 421906108 5,765 205,170 SH   SOLE   1,370 0 203,800
Hologic, Inc. COM 436440101 16,374 224,820 SH   SOLE   3,415 0 221,405
Home Depot, Inc. (The) COM 437076102 79,477 299,215 SH   SOLE   1,615 0 297,600
Honeywell International Inc. COM 438516106 63,586 298,945 SH   SOLE   1,345 0 297,600
Huntington Bancshares Incorporated COM 446150104 240 19,000 SH   SOLE   0 0 19,000
i3 Verticals, Inc. - Class A COM CL A 46571Y107 10,268 309,285 SH   SOLE   4,285 0 305,000
IAA, Inc. COM 449253103 26,988 415,335 SH   SOLE   7,040 0 408,295
ICF International, Inc. COM 44925C103 6,633 89,235 SH   SOLE   1,235 0 88,000
ICON plc SHS G4705A100 10,110 51,850 SH   SOLE   680 0 51,170
IDEX Corporation COM 45167R104 14,182 71,195 SH   SOLE   1,170 0 70,025
IHS Markit Ltd. SHS 451734107 25,508 283,958 SH   SOLE   2,405 0 281,553
Illinois Tool Works Inc. COM 452308109 8,846 43,390 SH   SOLE   1,290 0 42,100
Insulet Corporation COM 45784P101 8,605 33,660 SH   SOLE   545 0 33,115
Intercontinental Exchange, Inc. COM 45866F104 44,524 386,195 SH   SOLE   1,195 0 385,000
International Business Machines Corporation COM 459200101 6,212 49,345 SH   SOLE   345 0 49,000
Invesco KBW Regional Banking ETF KBW REGL BKG 46138E578 1,059 22,385 SH   SOLE   385 0 22,000
IQVIA Holdings Inc. COM 46266C105 18,383 102,601 SH   SOLE   1,642 0 100,959
iShares Russell 2000 Value ETF RUS 2000 VAL ETF 464287630 7,905 60,000 SH   SOLE   0 0 60,000
Jack Henry & Associates, Inc. COM 426281101 9,046 55,842 SH   SOLE   900 0 54,942
Johnson & Johnson COM 478160104 53,598 340,565 SH   SOLE   2,365 0 338,200
JPMorgan Chase & Co. COM 46625H100 59,754 470,245 SH   SOLE   3,645 0 466,600
Juniper Networks, Inc. COM 48203R104 3,173 140,975 SH   SOLE   975 0 140,000
KAR Auction Services, Inc. COM 48238T109 7,080 380,460 SH   SOLE   5,460 0 375,000
Knight Transportation, Inc. COM 499064103 7,700 184,115 SH   SOLE   3,815 0 180,300
L3Harris Technologies, Inc. COM 502431109 15,009 79,405 SH   SOLE   1,275 0 78,130
Laboratory Corporation of America Holdings COM NEW 50540R409 62,192 305,535 SH   SOLE   2,035 0 303,500
Lamb Weston Holdings, Inc. COM 513272104 12,577 159,725 SH   SOLE   2,460 0 157,265
Lattice Semiconductor Corporation COM 518415104 10,450 228,065 SH   SOLE   3,065 0 225,000
La-Z-Boy Incorporated COM 505336107 6,868 172,395 SH   SOLE   2,395 0 170,000
Lennox International Inc. COM 526107107 14,523 53,010 SH   SOLE   785 0 52,225
LivaNova PLC SHS G5509L101 12,301 185,793 SH   SOLE   1,635 0 184,158
Lovesac Company COM 54738L109 7,490 173,820 SH   SOLE   2,320 0 171,500
Marsh & McLennan Companies, Inc. COM 571748102 129 1,100 SH   SOLE   900 0 200
Marten Transport, Ltd. COM 573075108 7,696 446,642 SH   SOLE   5,993 0 440,649
Mastercard Incorporated CL A 57636Q104 64,665 181,165 SH   SOLE   1,165 0 180,000
Maxim Integrated Products, Inc. COM 57772K101 12,809 144,485 SH   SOLE   2,135 0 142,350
McDonald's Corporation COM 580135101 40,945 190,815 SH   SOLE   1,415 0 189,400
Medtronic Public Limited Company SHS G5960L103 65,694 560,820 SH   SOLE   2,720 0 558,100
Merck & Co., Inc. COM 58933Y105 45,782 559,687 SH   SOLE   5,100 0 554,587
Mettler-Toledo International Inc. COM 592688105 16,719 14,670 SH   SOLE   240 0 14,430
Microchip Technology Inc. COM 595017104 29,520 213,740 SH   SOLE   3,045 0 210,695
Microsoft Corporation COM 594918104 160,890 723,360 SH   SOLE   3,510 0 719,850
Mimecast Limted ORD SHS G14838109 8,628 151,800 SH   SOLE   2,000 0 149,800
Model N, Inc. COM 607525102 5,792 162,335 SH   SOLE   2,335 0 160,000
Mondelez International, Inc. CL A 609207105 47,635 814,690 SH   SOLE   6,390 0 808,300
Morningstar, Inc. COM 617700109 12,273 53,000 SH   SOLE   700 0 52,300
Murphy USA Inc. COM 626755102 9,090 69,460 SH   SOLE   960 0 68,500
Newell Brands Inc. COM 651229106 4,276 201,435 SH   SOLE   1,435 0 200,000
NexPoint Residential Trust, Inc. COM 65341D102 9,499 224,510 SH   SOLE   2,610 0 221,900
NextEra Energy, Inc. COM 65339F101 4,139 53,650 SH   SOLE   1,950 0 51,700
Nomad Foods Ltd. USD ORD SHS G6564A105 19,644 772,770 SH   SOLE   10,855 0 761,915
Nordson Corporation COM 655663102 16,059 79,915 SH   SOLE   1,285 0 78,630
Northern Trust Corporation COM 665859104 26,907 288,885 SH   SOLE   5,820 0 283,065
NuVasive, Inc. COM 670704105 5,447 96,695 SH   SOLE   1,295 0 95,400
Old Dominion Freight Line, Inc. COM 679580100 11,896 60,950 SH   SOLE   925 0 60,025
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 20,844 254,904 SH   SOLE   4,220 0 250,684
Omnicell, Inc. COM 68213N109 9,586 79,870 SH   SOLE   1,070 0 78,800
O'Reilly Automotive, Inc. COM 67103H107 82,834 183,031 SH   SOLE   1,040 0 181,991
Otis Worldwide Corporation COM 68902V107 20,821 308,235 SH   SOLE   2,835 0 305,400
Pacira Biosciences, Inc. COM 695127100 6,372 106,490 SH   SOLE   1,490 0 105,000
Palo Alto Networks, Inc. COM 697435105 20,595 57,950 SH   SOLE   930 0 57,020
Patrick Industries, Inc. COM 703343103 5,890 86,175 SH   SOLE   1,175 0 85,000
Paylocity Holding Corporation COM 70438V106 21,011 102,040 SH   SOLE   1,515 0 100,525
PepsiCo, Inc. COM 713448108 42,693 287,885 SH   SOLE   2,185 0 285,700
PerkinElmer, Inc. COM 714046109 19,017 132,525 SH   SOLE   2,070 0 130,455
Philip Morris International Inc. COM 718172109 4,460 53,875 SH   SOLE   375 0 53,500
PNC Financial Services Group, Inc. COM 693475105 10,362 69,545 SH   SOLE   1,945 0 67,600
Power Integrations, Inc. COM 739276103 23,295 284,575 SH   SOLE   4,140 0 280,435
Prestige Brands Holdings, Inc. COM 74112D101 5,659 162,290 SH   SOLE   2,290 0 160,000
PriceSmart, Inc. COM 741511109 8,127 89,215 SH   SOLE   1,215 0 88,000
Proctor & Gamble Company (The) COM 742718109 7,691 55,275 SH   SOLE   1,775 0 53,500
PTC Inc. COM 69370C100 17,347 145,030 SH   SOLE   2,190 0 142,840
Q2 Holdings, Inc. COM 74736L109 10,003 79,060 SH   SOLE   1,060 0 78,000
Qualys, Inc. COM 74758T303 29,156 239,235 SH   SOLE   3,570 0 235,665
Rapid7 Inc. COM 753422104 11,879 131,750 SH   SOLE   1,750 0 130,000
Raymond James Financial, Inc. COM 754730109 24,791 259,135 SH   SOLE   4,070 0 255,065
Repay Holdings Corp. COM CL A 76029L100 8,976 329,400 SH   SOLE   4,400 0 325,000
Republic Services, Inc. COM 760759100 12,180 126,480 SH   SOLE   2,035 0 124,445
ResMed Inc. COM 761152107 18,082 85,070 SH   SOLE   1,335 0 83,735
Ritchie Bros. Auctioneers Incorporated COM 767744105 11,279 162,165 SH   SOLE   2,165 0 160,000
Roper Technologies, Inc. COM 776696106 34,979 81,140 SH   SOLE   510 0 80,630
RPM International, Inc. COM 749685103 2,285 25,170 SH   SOLE   170 0 25,000
S&P Global Inc. COM 78409V104 52,760 160,495 SH   SOLE   495 0 160,000
SailPoint Technologies Holdings, Inc. COM 78781P105 8,371 157,240 SH   SOLE   2,240 0 155,000
salesforce.com, inc. COM 79466L302 26,227 117,860 SH   SOLE   360 0 117,500
Semtech Corporation COM 816850101 7,318 101,510 SH   SOLE   1,410 0 100,100
Service Corporation International COM 817565104 14,185 288,905 SH   SOLE   4,590 0 284,315
ServiceNow, Inc. COM 81762P102 32,030 58,190 SH   SOLE   190 0 58,000
Skyworks Solutions, Inc. COM 83088M102 72,061 471,355 SH   SOLE   3,105 0 468,250
Smith & Nephew plc SPDN ADR NEW 83175M205 19,063 452,050 SH   SOLE   3,635 0 448,415
Snap-on Incorporated COM 833034101 1,638 9,570 SH   SOLE   70 0 9,500
Stanley Black & Decker Inc. COM 854502101 9,472 53,045 SH   SOLE   1,445 0 51,600
Starbucks Corporation COM 855244109 61,703 576,775 SH   SOLE   1,775 0 575,000
STERIS plc SHS USD G8473T100 15,308 80,765 SH   SOLE   1,235 0 79,530
Syneos Health, Inc. CL A 87166B102 7,617 111,795 SH   SOLE   1,495 0 110,300
Sysco Corporation COM 871829107 6,943 93,500 SH   SOLE   3,100 0 90,400
Tabula Rasa HealthCare, Inc. COM 873379101 6,385 149,040 SH   SOLE   2,040 0 147,000
Tactile Systems Technology, Inc. COM 87357P100 6,838 152,150 SH   SOLE   2,150 0 150,000
Tandem Diabetes Care, Inc. COM NEW 875372203 8,721 91,143 SH   SOLE   1,270 0 89,873
Target Corporation COM 87612E106 7,980 45,205 SH   SOLE   905 0 44,300
Teledyne Technologies Incorporated COM 879360105 12,361 31,535 SH   SOLE   495 0 31,040
Teleflex Incorporated COM 879369106 14,862 36,110 SH   SOLE   595 0 35,515
Texas Instruments Incorporated COM 882508104 51,698 314,985 SH   SOLE   2,385 0 312,600
Thermo Fisher Scientific Inc. COM 883556102 83,805 179,924 SH   SOLE   960 0 178,964
TJX Companies, Inc. (The) COM 872540109 67,000 981,105 SH   SOLE   6,605 0 974,500
TransUnion COM 89400J107 24,252 244,430 SH   SOLE   3,835 0 240,595
Truist Financial Corporation COM 89832Q109 41,912 874,445 SH   SOLE   6,245 0 868,200
Twilio Inc. - Class A CL A 90138F102 9,979 29,480 SH   SOLE   470 0 29,010
UFP Technologies, Inc. COM 902673102 4,503 96,637 SH   SOLE   1,345 0 95,292
Ulta Beauty, Inc. COM 903845303 54,759 190,690 SH   SOLE   1,325 0 189,365
UnitedHealth Group Incorporated COM 91324P102 49,546 141,285 SH   SOLE   935 0 140,350
US Foods Holding Corp. COM 912008109 153 4,600 SH   SOLE   0 0 4,600
Veeva Systems Inc. - Class A CL A COM 922475108 9,386 34,475 SH   SOLE   465 0 34,010
Verisk Analytics, Inc. COM 92345Y106 20,790 100,150 SH   SOLE   1,575 0 98,575
Verizon Communications Inc. COM 92343V104 8,469 144,150 SH   SOLE   3,150 0 141,000
Vertex Pharmaceuticals Incorporated COM 92532F100 7,211 30,510 SH   SOLE   500 0 30,010
Visa Inc. COM CL A 92826C839 91,049 416,260 SH   SOLE   1,260 0 415,000
Vocera Communicaitons, Inc. COM 92857F107 12,723 306,361 SH   SOLE   4,115 0 302,246
Vontier Corp. COM 928881101 16,519 494,576 SH   SOLE   4,481 0 490,095
Vulcan Material Company COM 929160109 16,199 109,225 SH   SOLE   1,685 0 107,540
W.P. Carey Inc. COM 92936U109 7,412 105,015 SH   SOLE   715 0 104,300
Webster Financial Corporation COM 947890109 14,632 347,131 SH   SOLE   490 0 346,641
WEC Energy Group, Inc. COM 92939U106 3,270 35,535 SH   SOLE   735 0 34,800
Wendy's Company (The) COM 95058W100 17,614 803,570 SH   SOLE   11,970 0 791,600
Werner Enterprises, Inc. COM 950755108 2,724 69,465 SH   SOLE   965 0 68,500
Westinghouse Air Brake Technologies Corporation COM 929740108 11,580 158,202 SH   SOLE   1,855 0 156,347
Williams Companies, Inc. (The) COM 969457100 406 20,248 SH   SOLE   65 0 20,183
Willis Towers Watson Public Limited Company SHS G96629103 457 2,169 SH   SOLE   202 0 1,967
WNS (Holdings) Limited SPON ADR 92932M101 10,534 146,200 SH   SOLE   1,900 0 144,300
Workday, Inc. CL A 98138H101 39,058 163,005 SH   SOLE   505 0 162,500
Wyndham Destinations, Inc. COM 98310W108 2,825 62,970 SH   SOLE   470 0 62,500
Xilinx, Inc. COM 983919101 53,336 376,215 SH   SOLE   1,215 0 375,000
Zendesk, Inc. COM 98936J101 14,255 99,605 SH   SOLE   1,565 0 98,040