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
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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
A. O. Smith Corporation COM 831865209 14,350 295,381 SH   SOLE   289,571 0 5,810
Abbott Laboratories COM 002824100 6,871 71,015 SH   SOLE   71,015 0 0
AbbVie, Inc. COM 00287Y109 6,694 49,880 SH   SOLE   49,880 0 0
Adobe Incorporated COM 00724F101 38,876 141,265 SH   SOLE   141,265 0 0
Advanced Micro Devices, Inc. COM 007903107 26,034 410,888 SH   SOLE   410,888 0 0
Air Products and Chemicals, Inc. COM 009158106 7,674 32,975 SH   SOLE   32,975 0 0
Alcon AG ORD SHS H01301128 35,358 607,735 SH   SOLE   607,735 0 0
Alphabet Inc. Class C CAP STK CL C 02079K107 109,093 1,134,615 SH   SOLE   1,130,615 0 4,000
Amazon.com, Inc. COM 023135106 53,441 472,930 SH   SOLE   472,930 0 0
Amedisys, Inc. COM 023436108 5,106 52,757 SH   SOLE   52,757 0 0
AMETEK, Inc. COM 031100100 14,968 131,980 SH   SOLE   128,595 0 3,385
Analog Devices, Inc. COM 032654105 8,980 64,450 SH   SOLE   61,950 0 2,500
Aon Plc Class A SHS CL A G0403H108 73,181 273,195 SH   SOLE   273,195 0 0
Apple Inc. COM 037833100 118,797 859,600 SH   SOLE   859,600 0 0
AptarGroup, Inc. COM 038336103 14,944 157,260 SH   SOLE   154,800 0 2,460
Arthur J. Gallagher & Co. COM 363576109 171 1,000 SH   SOLE   0 0 1,000
Astrazeneca PLC Sponsored ADR SPONSORED ADR 046353108 6,354 115,870 SH   SOLE   115,870 0 0
AtriCure, Inc. COM 04963C209 6,844 175,040 SH   SOLE   175,040 0 0
Avery Dennison Corporation COM 053611109 5,553 34,130 SH   SOLE   31,730 0 2,400
Beacon Roofing Supply, Inc. COM 073685109 4,271 78,055 SH   SOLE   78,055 0 0
BJ's Wholesale Club Holdings, Inc. COM 05550J101 20,376 279,846 SH   SOLE   272,061 0 7,785
BlackLine, Inc. COM 09239B109 6,744 112,590 SH   SOLE   112,590 0 0
BlackRock, Inc. COM 09247X101 4,408 8,010 SH   SOLE   8,010 0 0
Boston Scientific Corporation COM 101137107 43,181 1,114,920 SH   SOLE   1,114,920 0 0
Broadcom Inc. COM 11135F101 6,933 15,615 SH   SOLE   15,615 0 0
Broadridge Financial Solutions, Inc. COM 11133T103 14,869 103,025 SH   SOLE   99,995 0 3,030
BRP Group, Inc. Class A COM CL A 05589G102 4,394 166,740 SH   SOLE   166,740 0 0
Builders FirstSource, Inc. COM 12008R107 5,608 95,179 SH   SOLE   95,179 0 0
Burlington Stores, Inc. COM 122017106 6,809 60,850 SH   SOLE   59,270 0 1,580
Cadence Design Systems, Inc. COM 127387108 41,124 251,630 SH   SOLE   251,630 0 0
CarMax, Inc. COM 143130102 9,243 140,010 SH   SOLE   136,345 0 3,665
Carriage Services Inc. COM 143905107 4,286 133,270 SH   SOLE   133,270 0 0
CBRE Group, Inc. Class A CL A 12504L109 40,593 601,285 SH   SOLE   597,010 0 4,275
CDW Corp. COM 12514G108 16,781 107,515 SH   SOLE   104,505 0 3,010
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 356 8,646 SH   SOLE   8,646 0 0
Charles River Laboratories International, Inc. COM 159864107 9,988 50,751 SH   SOLE   49,471 0 1,280
Charles Schwab Corp COM 808513105 43,581 606,385 SH   SOLE   601,385 0 5,000
Chevron Corporation COM 166764100 7,597 52,880 SH   SOLE   52,880 0 0
Chipotle Mexican Grill, Inc. COM 169656105 46,015 30,620 SH   SOLE   30,495 0 125
Chubb Limited COM H1467J104 38,318 210,680 SH   SOLE   209,520 0 1,160
Cintas Corporation COM 172908105 70,827 182,455 SH   SOLE   182,455 0 0
Cisco Systems, Inc. COM 17275R102 7,214 180,340 SH   SOLE   180,340 0 0
Citizens Financial Group, Inc. COM 174610105 10,298 299,697 SH   SOLE   291,642 0 8,055
CMS Energy Corporation COM 125896100 5,223 89,685 SH   SOLE   89,685 0 0
Coca-Cola Company COM 191216100 8,040 143,515 SH   SOLE   143,515 0 0
Cohen & Steers, Inc. COM 19247A100 11,102 177,260 SH   SOLE   177,260 0 0
Comfort Systems USA, Inc. COM 199908104 7,406 76,090 SH   SOLE   76,090 0 0
Community Bank System, Inc. COM 203607106 4,440 73,900 SH   SOLE   73,900 0 0
ConocoPhillips COM 20825C104 6,187 60,460 SH   SOLE   60,460 0 0
Constellation Brands, Inc. Class A CL A 21036P108 61,455 267,570 SH   SOLE   266,010 0 1,560
Construction Partners, Inc. Class A COM CL A 21044C107 8,692 331,358 SH   SOLE   331,358 0 0
Cooper Companies, Inc. COM NEW 216648402 11,488 43,530 SH   SOLE   42,540 0 990
Copart, Inc. COM 217204106 41,898 393,775 SH   SOLE   393,775 0 0
Costco Wholesale Corporation COM 22160K105 49,813 105,475 SH   SOLE   105,475 0 0
CrowdStrike Holdings, Inc. Class A CL A 22788C105 39,557 240,014 SH   SOLE   237,570 0 2,444
CVS Health Corporation COM 126650100 8,726 91,495 SH   SOLE   91,495 0 0
CyberArk Software Ltd. SHS M2682V108 20,494 136,680 SH   SOLE   134,180 0 2,500
Descartes Systems Group Inc. COM 249906108 7,652 120,445 SH   SOLE   120,445 0 0
DexCom, Inc. COM 252131107 40,204 499,180 SH   SOLE   499,180 0 0
Digital Realty Trust, Inc. COM 253868103 4,068 41,021 SH   SOLE   41,021 0 0
Dominion Energy Inc COM 25746U109 5,606 81,115 SH   SOLE   81,115 0 0
Domino's Pizza, Inc. COM 25754A201 9,267 29,875 SH   SOLE   29,135 0 740
Dorman Products, Inc. COM 258278100 7,263 88,445 SH   SOLE   88,445 0 0
DuPont de Nemours, Inc. COM 26614N102 4,344 86,190 SH   SOLE   86,190 0 0
Dynatrace, Inc. COM NEW 268150109 11,614 333,648 SH   SOLE   329,493 0 4,155
Eaton Corp. Plc SHS G29183103 5,845 43,825 SH   SOLE   43,825 0 0
Elastic NV ORD SHS N14506104 11,789 164,330 SH   SOLE   159,585 0 4,745
Eli Lilly and Company COM 532457108 36,259 112,135 SH   SOLE   112,135 0 0
Enterprise Products Partners L.P. COM 293792107 43,400 1,825,080 SH   SOLE   1,825,080 0 0
ePlus inc. COM 294268107 5,542 133,420 SH   SOLE   133,420 0 0
Equifax Inc. COM 294429105 343 2,000 SH   SOLE   0 0 2,000
Equinix, Inc. COM 29444U700 6,360 11,180 SH   SOLE   10,830 0 350
EVERTEC, Inc. COM 30040P103 6,777 216,175 SH   SOLE   216,175 0 0
Evoqua Water Technologies Corp COM 30057T105 1,816 54,900 SH   SOLE   54,900 0 0
ExlService Holdings, Inc. COM 302081104 8,816 59,825 SH   SOLE   57,325 0 2,500
Exponent, Inc. COM 30214U102 7,054 80,460 SH   SOLE   80,460 0 0
Fastenal Company COM 311900104 57,646 1,252,075 SH   SOLE   1,245,845 0 6,230
Fidelity National Information Services, Inc. COM 31620M106 6,549 86,660 SH   SOLE   86,660 0 0
First Horizon Corporation COM 320517105 3,685 160,930 SH   SOLE   160,930 0 0
Fiserv, Inc. COM 337738108 65,010 694,770 SH   SOLE   694,770 0 0
FLEETCOR Technologies, Inc. COM 339041105 12,050 68,400 SH   SOLE   66,625 0 1,775
Fortive Corp. COM 34959J108 52,443 899,535 SH   SOLE   893,805 0 5,730
Fortune Brands Home & Security, Inc. COM 34964C106 8,427 156,964 SH   SOLE   152,239 0 4,725
Gartner, Inc. COM 366651107 14,034 50,720 SH   SOLE   49,365 0 1,355
Genuine Parts Company COM 372460105 3,609 24,170 SH   SOLE   24,170 0 0
Glacier Bancorp, Inc. COM 37637Q105 5,734 116,720 SH   SOLE   116,720 0 0
Global Payments Inc. COM 37940X102 29,041 268,777 SH   SOLE   268,777 0 0
Globus Medical Inc Class A CL A 379577208 12,937 217,180 SH   SOLE   211,325 0 5,855
Grid Dynamics Holdings, Inc. Class A CL A 39813G109 5,224 278,925 SH   SOLE   278,925 0 0
GSK plc Sponsored ADR SPONSORED ADR 37733W204 3,410 115,870 SH   SOLE   115,870 0 0
Hologic, Inc. COM 436440101 9,236 143,145 SH   SOLE   139,465 0 3,680
Home Depot, Inc. COM 437076102 76,637 277,730 SH   SOLE   276,330 0 1,400
Honeywell International Inc. COM 438516106 49,914 298,940 SH   SOLE   298,940 0 0
i3 Verticals, Inc. Class A COM CL A 46571Y107 6,678 333,390 SH   SOLE   333,390 0 0
IAA, Inc. COM 449253103 13,457 422,510 SH   SOLE   417,705 0 4,805
ICF International, Inc. COM 44925C103 9,725 89,200 SH   SOLE   89,200 0 0
IDEX Corporation COM 45167R104 14,182 70,965 SH   SOLE   70,615 0 350
Illinois Tool Works Inc. COM 452308109 39,991 221,375 SH   SOLE   221,375 0 0
InMode Ltd. SHS M5425M103 6,164 211,765 SH   SOLE   211,765 0 0
Insulet Corporation COM 45784P101 12,023 52,411 SH   SOLE   51,411 0 1,000
Intercontinental Exchange, Inc. COM 45866F104 41,295 457,055 SH   SOLE   457,055 0 0
International Business Machines Corporation COM 459200101 7,001 58,930 SH   SOLE   58,930 0 0
Intuitive Surgical, Inc. COM NEW 46120E602 75 400 SH   SOLE   400 0 0
IQVIA Holdings Inc COM 46266C105 14,238 78,601 SH   SOLE   76,501 0 2,100
J & J Snack Foods Corp. COM 466032109 5,954 45,985 SH   SOLE   45,985 0 0
Jack Henry & Associates, Inc. COM 426281101 15,396 84,467 SH   SOLE   82,567 0 1,900
Johnson & Johnson COM 478160104 47,182 288,820 SH   SOLE   288,820 0 0
JPMorgan Chase & Co. COM 46625H100 39,977 382,555 SH   SOLE   382,555 0 0
Juniper Networks, Inc. COM 48203R104 6,579 251,870 SH   SOLE   251,870 0 0
KAR Auction Services, Inc. COM 48238T109 4,872 436,140 SH   SOLE   436,140 0 0
KLA Corporation COM NEW 482480100 32,546 107,545 SH   SOLE   107,545 0 0
Knight-Swift Transportation Holdings Inc. Class A CL A 499049104 8,135 166,265 SH   SOLE   166,265 0 0
L3Harris Technologies Inc COM 502431109 13,965 67,195 SH   SOLE   66,995 0 200
Laboratory Corporation of America Holdings COM NEW 50540R409 38,082 185,940 SH   SOLE   184,440 0 1,500
Lam Research Corporation COM 512807108 25,366 69,305 SH   SOLE   69,305 0 0
Lamb Weston Holdings, Inc. COM 513272104 18,193 235,116 SH   SOLE   231,646 0 3,470
Lattice Semiconductor Corporation COM 518415104 4,910 99,785 SH   SOLE   99,785 0 0
La-Z-Boy Incorporated COM 505336107 5,276 233,765 SH   SOLE   233,765 0 0
Lennox International Inc. COM 526107107 10,441 46,890 SH   SOLE   45,685 0 1,205
Leslie's, Inc. COM 527064109 78 5,280 SH   SOLE   5,280 0 0
Lincoln Electric Holdings, Inc. COM 533900106 5,637 44,835 SH   SOLE   44,835 0 0
LivaNova Plc SHS G5509L101 8,305 163,583 SH   SOLE   161,073 0 2,510
Lockheed Martin Corporation COM 539830109 5,644 14,610 SH   SOLE   14,610 0 0
M.D.C. Holdings, Inc. COM 552676108 2,414 88,040 SH   SOLE   88,040 0 0
Marten Transport, Ltd. COM 573075108 6,771 353,412 SH   SOLE   353,412 0 0
Mastercard Incorporated Class A CL A 57636Q104 56,515 198,760 SH   SOLE   198,760 0 0
McDonald's Corporation COM 580135101 27,254 118,115 SH   SOLE   118,115 0 0
Medtronic Plc SHS G5960L103 49,780 616,465 SH   SOLE   616,465 0 0
Merck & Co., Inc. COM 58933Y105 46,510 540,062 SH   SOLE   540,062 0 0
Meta Platforms Inc. Class A CL A 30303M102 26,047 191,975 SH   SOLE   191,975 0 0
Mettler-Toledo International Inc. COM 592688105 13,183 12,160 SH   SOLE   12,100 0 60
Microchip Technology Incorporated COM 595017104 22,025 360,880 SH   SOLE   354,830 0 6,050
Microsoft Corporation COM 594918104 145,189 623,395 SH   SOLE   623,395 0 0
Model N, Inc. COM 607525102 11,444 334,339 SH   SOLE   334,339 0 0
Mondelez International, Inc. Class A CL A 609207105 35,627 649,780 SH   SOLE   649,780 0 0
Morningstar, Inc. COM 617700109 5,588 26,320 SH   SOLE   26,320 0 0
Murphy USA, Inc. COM 626755102 2,882 10,485 SH   SOLE   10,485 0 0
Newell Brands Inc COM 651229106 4,407 317,255 SH   SOLE   317,255 0 0
NexPoint Residential Trust, Inc. COM 65341D102 5,131 111,045 SH   SOLE   111,045 0 0
NextEra Energy, Inc. COM 65339F101 7,625 97,240 SH   SOLE   97,240 0 0
Nomad Foods Ltd. USD ORD SHS G6564A105 4,504 317,195 SH   SOLE   317,195 0 0
Nordson Corporation COM 655663102 16,671 78,535 SH   SOLE   78,155 0 380
Northern Trust Corporation COM 665859104 19,294 225,500 SH   SOLE   221,830 0 3,670
NuVasive, Inc. COM 670704105 5,002 114,185 SH   SOLE   114,185 0 0
NVIDIA Corporation COM 67066G104 32,228 265,490 SH   SOLE   265,490 0 0
Okta, Inc. Class A CL A 679295105 8,005 140,755 SH   SOLE   137,530 0 3,225
Old Dominion Freight Line, Inc. COM 679580100 14,052 56,485 SH   SOLE   54,890 0 1,595
Ollie's Bargain Outlet Holdings Inc COM 681116109 4,097 79,405 SH   SOLE   79,405 0 0
Omnicell, Inc. COM 68213N109 6,615 76,010 SH   SOLE   76,010 0 0
Onto Innovation, Inc. COM 683344105 5,241 81,831 SH   SOLE   81,831 0 0
O'Reilly Automotive, Inc. COM 67103H107 106,400 151,276 SH   SOLE   150,351 0 925
Pacira Biosciences, Inc. COM 695127100 7,591 142,710 SH   SOLE   142,710 0 0
Palo Alto Networks, Inc. COM 697435105 61,996 378,510 SH   SOLE   375,420 0 3,090
Patrick Industries, Inc. COM 703343103 19 435 SH   SOLE   435 0 0
Paylocity Holding Corp. COM 70438V106 28,174 116,625 SH   SOLE   114,315 0 2,310
PerkinElmer, Inc. COM 714046109 12,159 101,045 SH   SOLE   99,885 0 1,160
Perrigo Co. Plc SHS G97822103 5,209 146,070 SH   SOLE   146,070 0 0
Petco Health & Wellness Company, Inc. Class A COM 71601V105 7,334 657,185 SH   SOLE   657,185 0 0
Philip Morris International Inc. COM 718172109 4,474 53,900 SH   SOLE   53,900 0 0
Pinnacle Financial Partners, Inc. COM 72346Q104 5,168 63,720 SH   SOLE   63,720 0 0
PNC Financial Services Group, Inc. COM 693475105 7,951 53,210 SH   SOLE   53,210 0 0
Pool Corporation COM 73278L105 5,340 16,780 SH   SOLE   16,780 0 0
Power Integrations, Inc. COM 739276103 17,596 273,565 SH   SOLE   271,075 0 2,490
Prestige Consumer Healthcare Inc COM 74112D101 8,085 162,255 SH   SOLE   162,255 0 0
Procter & Gamble Company COM 742718109 6,805 53,900 SH   SOLE   53,900 0 0
PTC Inc. COM 69370C100 13,574 129,770 SH   SOLE   126,120 0 3,650
Q2 Holdings, Inc. COM 74736L109 5,373 166,870 SH   SOLE   166,870 0 0
Qualys, Inc. COM 74758T303 8,497 60,961 SH   SOLE   60,961 0 0
QuidelOrtho Corporation COM 219798105 3,086 43,175 SH   SOLE   43,175 0 0
Rapid7 Inc. COM 753422104 3,177 74,065 SH   SOLE   74,065 0 0
Raymond James Financial, Inc. COM 754730109 21,237 214,909 SH   SOLE   210,864 0 4,045
Repay Holdings Corp. Class A COM CL A 76029L100 4,853 687,359 SH   SOLE   687,359 0 0
Republic Services, Inc. COM 760759100 17,210 126,505 SH   SOLE   122,765 0 3,740
ResMed Inc. COM 761152107 14,677 67,235 SH   SOLE   65,510 0 1,725
Ritchie Bros. Auctioneers Incorporated COM 767744105 8,486 135,815 SH   SOLE   135,815 0 0
Roper Technologies, Inc. COM 776696106 28,897 80,350 SH   SOLE   80,350 0 0
S&P Global, Inc. COM 78409V104 50,532 165,490 SH   SOLE   165,490 0 0
Salesforce, Inc. COM 79466L302 31,583 219,570 SH   SOLE   219,570 0 0
Service Corporation International COM 817565104 15,025 260,225 SH   SOLE   253,600 0 6,625
ServiceNow, Inc. COM 81762P102 32,741 86,705 SH   SOLE   86,705 0 0
Sherwin-Williams Company COM 824348106 34,265 167,350 SH   SOLE   167,350 0 0
Skyworks Solutions, Inc. COM 83088M102 39,894 467,850 SH   SOLE   464,640 0 3,210
Smith & Nephew PLC Sponsored ADR ADR NEW 83175M205 3,507 151,015 SH   SOLE   151,015 0 0
SPS Commerce, Inc. COM 78463M107 7,084 57,020 SH   SOLE   57,020 0 0
STAAR Surgical Company COM PAR $0.01 852312305 7,410 105,025 SH   SOLE   105,025 0 0
Stanley Black & Decker, Inc. COM 854502101 1,743 23,175 SH   SOLE   23,175 0 0
Starbucks Corporation COM 855244109 38,089 452,045 SH   SOLE   452,045 0 0
STERIS Plc SHS USD G8473T100 14,222 85,530 SH   SOLE   83,230 0 2,300
Stevanato Group SpA ORD SHS T9224W109 10,325 609,525 SH   SOLE   594,275 0 15,250
Syneos Health, Inc. Class A CL A 87166B102 5,379 114,085 SH   SOLE   114,085 0 0
Synopsys, Inc. COM 871607107 45,109 147,650 SH   SOLE   147,650 0 0
Sysco Corporation COM 871829107 8,693 122,940 SH   SOLE   122,940 0 0
Target Corporation COM 87612E106 5,905 39,795 SH   SOLE   39,795 0 0
Teledyne Technologies Incorporated COM 879360105 10,615 31,455 SH   SOLE   31,300 0 155
Teleflex Incorporated COM 879369106 4,098 20,343 SH   SOLE   20,238 0 105
Tenable Holdings, Inc. COM 88025T102 4,901 140,830 SH   SOLE   140,830 0 0
Tetra Tech, Inc. COM 88162G103 5,860 45,590 SH   SOLE   45,590 0 0
Texas Instruments Incorporated COM 882508104 45,745 295,550 SH   SOLE   295,550 0 0
Thermo Fisher Scientific Inc. COM 883556102 68,579 135,213 SH   SOLE   134,968 0 245
TJX Companies Inc COM 872540109 60,801 978,760 SH   SOLE   978,760 0 0
TransUnion COM 89400J107 14,499 243,725 SH   SOLE   242,545 0 1,180
Travel Plus Leisure Co. COM 894164102 3,093 90,645 SH   SOLE   90,645 0 0
Truist Financial Corporation COM 89832Q109 31,695 727,950 SH   SOLE   727,950 0 0
Twilio, Inc. Class A CL A 90138F102 9,781 141,462 SH   SOLE   141,042 0 420
UFP Technologies, Inc. COM 902673102 6,053 70,510 SH   SOLE   70,510 0 0
Ulta Beauty Inc. COM 90384S303 73,001 181,960 SH   SOLE   180,520 0 1,440
UnitedHealth Group Incorporated COM 91324P102 56,208 111,295 SH   SOLE   111,295 0 0
Varonis Systems, Inc. COM 922280102 5,979 225,435 SH   SOLE   225,435 0 0
Veeva Systems Inc Class A CL A COM 922475108 12,321 74,725 SH   SOLE   72,735 0 1,990
Verisk Analytics Inc COM 92345Y106 18,450 108,195 SH   SOLE   105,435 0 2,760
Verizon Communications Inc. COM 92343V104 5,336 140,545 SH   SOLE   140,545 0 0
Visa Inc. Class A COM CL A 92826C839 47,303 266,270 SH   SOLE   266,270 0 0
Vulcan Materials Company COM 929160109 15,737 99,785 SH   SOLE   97,315 0 2,470
W. P. Carey Inc. COM 92936U109 6,103 87,435 SH   SOLE   87,435 0 0
W.W. Grainger, Inc. COM 384802104 4,187 8,560 SH   SOLE   8,560 0 0
Webster Financial Corporation COM 947890109 17,723 392,105 SH   SOLE   385,830 0 6,275
WEC Energy Group Inc COM 92939U106 3,064 34,260 SH   SOLE   34,260 0 0
Wendy's Company COM 95058W100 7,888 422,035 SH   SOLE   420,830 0 1,205
Westinghouse Air Brake Technologies Corporation COM 929740108 15,286 187,907 SH   SOLE   183,082 0 4,825
Williams Companies, Inc. COM 969457100 582 20,328 SH   SOLE   20,328 0 0
WNS (Holdings) Limited Sponsored ADR SPON ADR 92932M101 9,504 116,130 SH   SOLE   113,130 0 3,000
Workday, Inc. Class A CL A 98138H101 52,827 347,045 SH   SOLE   347,045 0 0
Zendesk, Inc. COM 98936J101 85 1,120 SH   SOLE   710 0 410