0000814133-20-000046.txt : 20200213 0000814133-20-000046.hdr.sgml : 20200213 20200213154442 ACCESSION NUMBER: 0000814133-20-000046 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WASATCH ADVISORS INC CENTRAL INDEX KEY: 0000814133 IRS NUMBER: 870319391 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01286 FILM NUMBER: 20610106 BUSINESS ADDRESS: STREET 1: 505 WAKARA WAY STREET 2: 3RD FLOOR CITY: SALT LAKE CITY STATE: UT ZIP: 84108 BUSINESS PHONE: 8015330777 MAIL ADDRESS: STREET 1: 505 WAKARA WAY STREET 2: 3RD FLOOR CITY: SALT LAKE CITY STATE: UT ZIP: 84108 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000814133 XXXXXXXX 12-31-2019 12-31-2019 WASATCH ADVISORS INC

505 WAKARA WAY 3RD FLOOR SALT LAKE CITY UT 84108

13F HOLDINGS REPORT 028-01286 N Daniel D. Thurber 801-533-0777 Daniel D. Thurber Salt Lake City UT 02-13-2020 0 245 12194 false INFORMATION TABLE 2 sc13f123119.xml 51JOB INC SPONSORED ADS 316827104 112615 1326440 SH SOLE 1025245 0 301195 AAON INC COM PAR $0.004 000360206 73386 1485248 SH SOLE 1133700 0 351548 ABRAXAS PETE CORP COM 003830106 886 2524023 SH SOLE 2524023 0 0 ADDUS HOMECARE CORP COM 006739106 10768 110764 SH SOLE 110764 0 0 ALAMO GROUP INC COM 011311107 13619 108478 SH SOLE 108478 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 52984 249808 SH SOLE 242184 0 7624 ALLEGIANT TRAVEL CO COM 01748X102 195684 1124362 SH SOLE 794577 0 329785 ALTRA INDL MOTION CORP COM 02208R106 135587 3744456 SH SOLE 2653301 0 1091155 AMBARELLA INC SHS G037AX101 4075 67282 SH SOLE 53159 0 14123 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 9828 668556 SH SOLE 641530 0 27026 AMETEK INC NEW COM 031100100 280 2803 SH SOLE 2803 0 0 AMPHENOL CORP NEW CL A 032095101 296 2733 SH SOLE 2733 0 0 ARBOR RLTY TR INC COM 038923108 38687 2695945 SH SOLE 2505918 0 190027 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 29123 901088 SH SOLE 862677 0 38411 AT&T INC COM 00206R102 4363 111647 SH SOLE 111647 0 0 ATARA BIOTHERAPEUTICS INC COM 046513107 18135 1101103 SH SOLE 892057 0 209046 ATRICURE INC COM 04963C209 22190 682553 SH SOLE 651343 0 31210 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4934 83000 SH SOLE 83000 0 0 AXOS FINL INC COM 05465C100 31654 1045363 SH SOLE 973633 0 71730 BALCHEM CORP COM 057665200 153720 1512546 SH SOLE 1077632 0 434914 BANDWIDTH INC COM CL A 05988J103 30138 470534 SH SOLE 448147 0 22387 BANK OZK COM 06417N103 6804 223048 SH SOLE 223048 0 0 BARNES GROUP INC COM 067806109 267688 4320339 SH SOLE 3106156 0 1214183 BELDEN INC COM 077454106 10227 185954 SH SOLE 177546 0 8408 BG STAFFING INC COM 05544A109 5545 253311 SH SOLE 200175 0 53136 BIODELIVERY SCIENCES INTL IN COM 09060J106 8415 1331431 SH SOLE 1331431 0 0 BOOT BARN HLDGS INC COM 099406100 8583 192752 SH SOLE 192752 0 0 BOSTON PRIVATE FINL HLDGS IN COM 101119105 10400 864511 SH SOLE 829755 0 34756 CAMPING WORLD HLDGS INC CL A 13462K109 51266 3478011 SH SOLE 2758260 0 719751 CANTEL MEDICAL CORP COM 138098108 185297 2613495 SH SOLE 1880954 0 732541 CAPITAL BANCORP INC MD COM 139737100 5419 363925 SH SOLE 284100 0 79825 CASTLE BIOSCIENCES INC COM 14843C105 12936 376367 SH SOLE 376367 0 0 CBTX INC COM 12481V104 10455 335969 SH SOLE 335969 0 0 CENTENE CORP DEL COM 15135B101 4087 65000 SH SOLE 65000 0 0 CHEFS WHSE INC COM 163086101 7016 184096 SH SOLE 184096 0 0 CHEMOCENTRYX INC COM 16383L106 51458 1301076 SH SOLE 1087723 0 213353 CHUYS HLDGS INC COM 171604101 49927 1926199 SH SOLE 1602137 0 324062 CIMPRESS PLC SHS EURO G2143T103 122204 971646 SH SOLE 684256 0 287390 CITIGROUP INC COM NEW 172967424 4129 51686 SH SOLE 51686 0 0 CLARIVATE ANALYTICS PLC COM G21810109 74380 4427404 SH SOLE 3176486 0 1250918 COCRYSTAL PHARMA INC COM 19188J300 892 1799496 SH SOLE 1799496 0 0 COHEN & STEERS INC COM 19247A100 100930 1608191 SH SOLE 1147533 0 460658 CONSTRUCTION PARTNERS INC COM CL A 21044C107 18232 1080744 SH SOLE 1008404 0 72340 COPA HOLDINGS SA CL A P31076105 28992 268250 SH SOLE 256421 0 11829 COPART INC COM 217204106 32514 357537 SH SOLE 96468 0 261069 CREDICORP LTD COM G2519Y108 1306 6130 SH SOLE 3553 0 2577 CREDIT ACCEP CORP MICH COM 225310101 123121 278346 SH SOLE 185875 0 92471 CROSSFIRST BANKSHARES INC COM 22766M109 5027 348592 SH SOLE 274275 0 74317 CRYOLIFE INC COM 228903100 21509 793994 SH SOLE 793994 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 132041 1132624 SH SOLE 827200 0 305424 CYTOKINETICS INC COM NEW 23282W605 27517 2593460 SH SOLE 2149815 0 443645 DANA INCORPORATED COM 235825205 13146 722290 SH SOLE 689900 0 32390 DENALI THERAPEUTICS INC COM 24823R105 18410 1056846 SH SOLE 828760 0 228086 DESCARTES SYS GROUP INC COM 249906108 13526 316449 SH SOLE 249302 0 67147 DIGI INTL INC COM 253798102 5346 301684 SH SOLE 236211 0 65473 DIGIMARC CORP NEW COM 25381B101 3842 114476 SH SOLE 114476 0 0 DMC GLOBAL INC COM 23291C103 7865 175015 SH SOLE 159630 0 15385 DOCUSIGN INC COM 256163106 118172 1594551 SH SOLE 1217739 0 376812 DORMAN PRODUCTS INC COM 258278100 20288 267931 SH SOLE 256008 0 11923 DUKE ENERGY CORP NEW COM NEW 26441C204 6563 71950 SH SOLE 71950 0 0 EAGLE BANCORP INC MD COM 268948106 150759 3100121 SH SOLE 2107055 0 993066 EATON CORP PLC SHS G29183103 3183 33600 SH SOLE 33600 0 0 EBIX INC COM NEW 278715206 13782 412512 SH SOLE 376716 0 35796 EGAIN CORP COM NEW 28225C806 4177 527412 SH SOLE 412708 0 114704 ENDAVA PLC ADS 29260V105 53281 1143361 SH SOLE 1007408 0 135953 ENSIGN GROUP INC COM 29358P101 215983 4760476 SH SOLE 3360353 0 1400123 EPAM SYS INC COM 29414B104 107593 507130 SH SOLE 327622 0 179508 EPR PPTYS COM SH BEN INT 26884U109 4009 56750 SH SOLE 56750 0 0 ESPERION THERAPEUTICS INC NE COM 29664W105 39636 664707 SH SOLE 564733 0 99974 ESQUIRE FINL HLDGS INC COM 29667J101 15922 610739 SH SOLE 536936 0 73803 EURONET WORLDWIDE INC COM 298736109 284678 1806789 SH SOLE 1240365 0 566424 EXACT SCIENCES CORP COM 30063P105 66465 718694 SH SOLE 504944 0 213750 EXAGEN INC COM 30068X103 8926 351413 SH SOLE 351413 0 0 EXELON CORP COM 30161N101 6551 143700 SH SOLE 143700 0 0 FABRINET SHS G3323L100 145122 2238148 SH SOLE 1813974 0 424174 FB FINL CORP COM 30257X104 26777 676350 SH SOLE 645814 0 30536 FIVE BELOW INC COM 33829M101 223670 1749333 SH SOLE 1182201 0 567132 FIVE9 INC COM 338307101 210994 3217358 SH SOLE 2251819 0 965539 FLEXION THERAPEUTICS INC COM 33938J106 44895 2168857 SH SOLE 1824478 0 344379 FLOOR & DECOR HLDGS INC CL A 339750101 156225 3074683 SH SOLE 2292446 0 782237 FORRESTER RESH INC COM 346563109 1550 37160 SH SOLE 29475 0 7685 FREQUENCY THERAPEUTICS INC COM 35803L108 18552 1058306 SH SOLE 833134 0 225172 FRESHPET INC COM 358039105 76727 1298472 SH SOLE 1079041 0 219431 GLAUKOS CORP COM 377322102 11099 203755 SH SOLE 203755 0 0 GLOBAL WTR RES INC COM 379463102 5080 386349 SH SOLE 302668 0 83681 GLOBANT S A COM L44385109 253448 2389888 SH SOLE 1659155 0 730733 GOOSEHEAD INS INC COM CL A 38267D109 46887 1105829 SH SOLE 895374 0 210455 GRAN TIERRA ENERGY INC COM 38500T101 6993 5421076 SH SOLE 5173832 0 247244 GROCERY OUTLET HLDG CORP COM 39874R101 45252 1394513 SH SOLE 1102961 0 291552 GUIDEWIRE SOFTWARE INC COM 40171V100 113108 1030405 SH SOLE 722858 0 307547 HABIT RESTAURANTS INC COM CL A 40449J103 6641 636707 SH SOLE 636707 0 0 HACKETT GROUP INC COM 404609109 21281 1318535 SH SOLE 1211977 0 106558 HAMILTON LANE INC CL A 407497106 114571 1922335 SH SOLE 1486418 0 435917 HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 1108 51650 SH SOLE 0 0 51650 HEALTHCARE SVCS GRP INC COM 421906108 113242 4656316 SH SOLE 3485589 0 1170727 HEALTHEQUITY INC COM 42226A107 162195 2189755 SH SOLE 1456331 0 733424 HEICO CORP NEW CL A 422806208 74999 837692 SH SOLE 673996 0 163696 HELIOS TECHNOLOGIES INC COM 42328H109 156508 3385413 SH SOLE 2434961 0 950452 HENRY JACK & ASSOC INC COM 426281101 239 1644 SH SOLE 1644 0 0 HERITAGE CRYSTAL CLEAN INC COM 42726M106 10858 346139 SH SOLE 346139 0 0 HUAZHU GROUP LTD SPONSORED ADS 44332N106 45365 1132146 SH SOLE 901688 0 230458 HUBSPOT INC COM 443573100 89763 566326 SH SOLE 371628 0 194698 I3 VERTICALS INC COM CL A 46571Y107 7349 260146 SH SOLE 204430 0 55716 ICF INTL INC COM 44925C103 14316 156259 SH SOLE 156259 0 0 ICON PLC SHS G4705A100 278732 1618371 SH SOLE 1322220 0 296151 ING GROEP N V SPONSORED ADR 456837103 3434 285000 SH SOLE 285000 0 0 INMODE LTD SHS M5425M103 12128 309376 SH SOLE 283388 0 25988 INNOSPEC INC COM 45768S105 40382 390393 SH SOLE 373582 0 16811 INOVIO PHARMACEUTICALS INC COM NEW 45773H201 24693 7482827 SH SOLE 6307354 0 1175473 INPHI CORP COM 45772F107 21747 293798 SH SOLE 278219 0 15579 INSPIRE MED SYS INC COM 457730109 48519 653801 SH SOLE 548760 0 105041 INSTRUCTURE INC COM 45781U103 3495 72495 SH SOLE 72495 0 0 INSULET CORP COM 45784P101 59865 349677 SH SOLE 268295 0 81382 INTERNATIONAL BUSINESS MACHS COM 459200101 5026 37499 SH SOLE 37499 0 0 INTERXION HOLDING N.V SHS N47279109 11031 131620 SH SOLE 131082 0 538 INTRA CELLULAR THERAPIES INC COM 46116X101 61130 1781699 SH SOLE 1285261 0 496438 INVESTAR HLDG CORP COM 46134L105 4865 202726 SH SOLE 159714 0 43012 IPG PHOTONICS CORP COM 44980X109 5854 40396 SH SOLE 40396 0 0 IRIDEX CORP COM 462684101 1319 589043 SH SOLE 539478 0 49565 ISHARES TR RUS 2000 GRW ETF 464287648 100 468 SH SOLE 468 0 0 ISHARES TR MSCI INDIA ETF 46429B598 11983 340897 SH SOLE 118914 0 221983 ISHARES TR MSCI INDIA SM CP 46429B614 22647 630143 SH SOLE 465497 0 164646 JOHN BEAN TECHNOLOGIES CORP COM 477839104 4097 36367 SH SOLE 28823 0 7544 JOHNSON & JOHNSON COM 478160104 5485 37600 SH SOLE 37600 0 0 KADANT INC COM 48282T104 162023 1538092 SH SOLE 1255915 0 282177 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 183603 5122862 SH SOLE 3624343 0 1498519 KOHLS CORP COM 500255104 1529 30000 SH SOLE 30000 0 0 KORNIT DIGITAL LTD SHS M6372Q113 121838 3559402 SH SOLE 2722914 0 836488 KURA SUSHI USA INC CL A COM 501270102 4973 195386 SH SOLE 153377 0 42009 LADDER CAP CORP CL A 505743104 31325 1736410 SH SOLE 1661224 0 75186 LEMAITRE VASCULAR INC COM 525558201 8336 231875 SH SOLE 231875 0 0 LGI HOMES INC COM 50187T106 121256 1716289 SH SOLE 1289644 0 426645 LHC GROUP INC COM 50187A107 20564 149272 SH SOLE 142157 0 7115 LIMELIGHT NETWORKS INC COM 53261M104 9572 2346062 SH SOLE 2346062 0 0 LITHIA MTRS INC CL A 536797103 28337 192772 SH SOLE 184143 0 8629 LONESTAR RES US INC CL A VTG 54240F103 5501 2107843 SH SOLE 2107843 0 0 LOVESAC COMPANY COM 54738L109 16294 1015191 SH SOLE 919177 0 96014 MACROGENICS INC COM 556099109 23911 2197701 SH SOLE 1836520 0 361181 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 48847 2133073 SH SOLE 1680345 0 452728 MASTERCRAFT BOAT HLDGS INC COM 57637H103 6485 411741 SH SOLE 411741 0 0 MATTHEWS INTL CORP CL A 577128101 10327 270564 SH SOLE 258350 0 12214 MAXLINEAR INC COM 57776J100 9165 431885 SH SOLE 395512 0 36373 MEDALLIA INC COM 584021109 155088 4999089 SH SOLE 3671997 0 1327092 MEDIFAST INC COM 58470H101 5301 48377 SH SOLE 37882 0 10495 MEDPACE HLDGS INC COM 58506Q109 151727 1804985 SH SOLE 1302224 0 502761 MEI PHARMA INC COM NEW 55279B202 10950 4415167 SH SOLE 4229470 0 185697 MERCADOLIBRE INC COM 58733R102 114838 200787 SH SOLE 167802 0 32985 MEREDITH CORP COM 589433101 7909 243566 SH SOLE 232668 0 10898 MESA LABS INC COM 59064R109 6579 26379 SH SOLE 26379 0 0 MFA FINL INC COM 55272X102 22985 3004603 SH SOLE 2868300 0 136303 MINERALS TECHNOLOGIES INC COM 603158106 10429 180972 SH SOLE 173589 0 7383 MITCHAM INDS INC COM 606501104 3072 1070281 SH SOLE 862514 0 207767 MODEL N INC COM 607525102 14518 413974 SH SOLE 380356 0 33618 MOELIS & CO CL A 60786M105 23038 721728 SH SOLE 689431 0 32297 MONMOUTH REAL ESTATE INVT CO CL A 609720107 125282 8652068 SH SOLE 6654536 0 1997532 MONOLITHIC PWR SYS INC COM 609839105 222950 1252389 SH SOLE 828539 0 423850 MONRO INC COM 610236101 315718 4037320 SH SOLE 2907004 0 1130316 NAPCO SEC TECHNOLOGIES INC COM 630402105 12532 426419 SH SOLE 380383 0 46036 NATIONAL CINEMEDIA INC COM 635309107 19991 2742296 SH SOLE 2529278 0 213018 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 104244 3100669 SH SOLE 2347367 0 753302 NATIONAL VISION HLDGS INC COM 63845R107 171388 5284851 SH SOLE 3805987 0 1478864 NEOGEN CORP COM 640491106 181019 2773807 SH SOLE 1983438 0 790369 NLIGHT INC COM 65487K100 18091 892049 SH SOLE 892049 0 0 NOVANTA INC COM 67000B104 68245 771650 SH SOLE 547110 0 224540 NU SKIN ENTERPRISES INC CL A 67018T105 18106 441823 SH SOLE 421539 0 20284 NV5 GLOBAL INC COM 62945V109 10118 200549 SH SOLE 186098 0 14451 NVE CORP COM NEW 629445206 3551 49733 SH SOLE 49733 0 0 OIL STS INTL INC COM 678026105 12262 751803 SH SOLE 720682 0 31121 OLD DOMINION FREIGHT LINE IN COM 679580100 87471 460908 SH SOLE 297942 0 162966 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 202774 3104798 SH SOLE 2129573 0 975225 OMNICELL INC COM 68213N109 4631 56667 SH SOLE 44779 0 11888 ONE STOP SYS INC COM 68247W109 2109 1044280 SH SOLE 1044280 0 0 OOMA INC COM 683416101 4982 376554 SH SOLE 299990 0 76564 OPTIMIZERX CORP COM NEW 68401U204 6222 605857 SH SOLE 474189 0 131668 OPTINOSE INC COM 68404V100 10218 1108277 SH SOLE 1108277 0 0 ORACLE CORP COM 68389X105 4029 76052 SH SOLE 76052 0 0 ORTHOPEDIATRICS CORP COM 68752L100 17099 363879 SH SOLE 337727 0 26152 PATRICK INDS INC COM 703343103 5341 101874 SH SOLE 80089 0 21785 PAYLOCITY HLDG CORP COM 70438V106 268508 2222381 SH SOLE 1541136 0 681245 PENNANT GROUP INC COM 70805E109 59388 1795814 SH SOLE 1165429 0 630385 PEOPLES UTAH BANCORP COM 712706209 8045 267088 SH SOLE 267088 0 0 PETIQ INC COM CL A 71639T106 42240 1686236 SH SOLE 1291526 0 394710 PFIZER INC COM 717081103 7017 179106 SH SOLE 179106 0 0 PINNACLE FINL PARTNERS INC COM 72346Q104 130007 2031359 SH SOLE 1681488 0 349871 PLANET FITNESS INC CL A 72703H101 61582 824618 SH SOLE 556313 0 268305 POOL CORPORATION COM 73278L105 141761 667487 SH SOLE 451695 0 215792 PROOFPOINT INC COM 743424103 149732 1304517 SH SOLE 967918 0 336599 PROTO LABS INC COM 743713109 11299 111270 SH SOLE 111270 0 0 Q2 HLDGS INC COM 74736L109 77437 955075 SH SOLE 594292 0 360783 QAD INC CL A 74727D306 6046 118716 SH SOLE 93051 0 25665 RADIANT LOGISTICS INC COM 75025X100 5329 956675 SH SOLE 753538 0 203137 RAPID7 INC COM 753422104 64761 1156031 SH SOLE 881012 0 275019 RBC BEARINGS INC COM 75524B104 279818 1767198 SH SOLE 1186013 0 581185 REPUBLIC FIRST BANCORP INC COM 760416107 13008 3111906 SH SOLE 1584958 0 1526948 RF INDS LTD COM PAR $0.01 749552105 2230 329930 SH SOLE 260185 0 69745 ROPER TECHNOLOGIES INC COM 776696106 265 748 SH SOLE 748 0 0 SANGAMO THERAPEUTICS INC COM 800677106 62666 7487017 SH SOLE 5524706 0 1962311 SCHLUMBERGER LTD COM 806857108 3083 76697 SH SOLE 76697 0 0 SEATTLE GENETICS INC COM 812578102 10540 92245 SH SOLE 92245 0 0 SELECTA BIOSCIENCES INC COM 816212104 10075 4416827 SH SOLE 4416827 0 0 SHAKE SHACK INC CL A 819047101 27721 465351 SH SOLE 338851 0 126500 SHARPSPRING INC COM 820054104 5945 518333 SH SOLE 405948 0 112385 SILK ROAD MEDICAL INC COM 82710M100 17822 441356 SH SOLE 441356 0 0 SIMULATIONS PLUS INC COM 829214105 7457 256522 SH SOLE 256522 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 136542 1506253 SH SOLE 1082440 0 423813 SITIME CORPORATION COM 82982T106 4525 177437 SH SOLE 139212 0 38225 SKYLINE CHAMPION CORPORATION COM 830830105 41515 1309637 SH SOLE 1194986 0 114651 SLEEP NUMBER CORP COM 83125X103 13414 272411 SH SOLE 260252 0 12159 SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 7712 550854 SH SOLE 519606 0 31248 SOUND FINL BANCORP INC COM 83607A100 4340 120546 SH SOLE 92034 0 28512 SOUTH ST CORP COM 840441109 34331 395747 SH SOLE 378722 0 17025 SUNCOR ENERGY INC NEW COM 867224107 6142 187394 SH SOLE 187394 0 0 SUPERIOR GRP OF COMPANIES IN COM 868358102 7342 542256 SH SOLE 542256 0 0 SYSTEMAX INC COM 871851101 5921 235314 SH SOLE 184538 0 50776 TABULA RASA HEALTHCARE INC COM 873379101 25653 526976 SH SOLE 526976 0 0 TACTILE SYS TECHNOLOGY INC COM 87357P100 6157 91201 SH SOLE 71409 0 19792 TANDEM DIABETES CARE INC COM NEW 875372203 21489 360501 SH SOLE 360501 0 0 TELENAV INC COM 879455103 1795 369383 SH SOLE 291859 0 77524 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 108779 1916133 SH SOLE 1471098 0 445035 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 32684 1358436 SH SOLE 1297685 0 60751 TPI COMPOSITES INC COM 87266J104 11725 633455 SH SOLE 572089 0 61366 TRADEWEB MKTS INC CL A 892672106 6799 146680 SH SOLE 146680 0 0 TRANSCAT INC COM 893529107 12036 377763 SH SOLE 377763 0 0 TREX CO INC COM 89531P105 203116 2259862 SH SOLE 1444833 0 815029 TRIP COM GROUP LTD ADS 89677Q107 52293 1559125 SH SOLE 1476538 0 82587 TUCOWS INC COM NEW 898697206 5798 93849 SH SOLE 74057 0 19792 TYLER TECHNOLOGIES INC COM 902252105 180110 600326 SH SOLE 369503 0 230823 UFP TECHNOLOGIES INC COM 902673102 11956 241009 SH SOLE 241009 0 0 UPLAND SOFTWARE INC COM 91544A109 28335 793472 SH SOLE 776104 0 17368 USANA HEALTH SCIENCES INC COM 90328M107 7082 90160 SH SOLE 90160 0 0 VALVOLINE INC COM 92047W101 119897 5600053 SH SOLE 4343926 0 1256127 VARONIS SYS INC COM 922280102 42886 551870 SH SOLE 424118 0 127752 VEEVA SYS INC CL A COM 922475108 10014 71193 SH SOLE 71193 0 0 VIACOMCBS INC CL B 92556H206 1922 45804 SH SOLE 45804 0 0 VICI PPTYS INC COM 925652109 4402 172299 SH SOLE 172299 0 0 VIEMED HEALTHCARE INC COM 92663R105 4635 740240 SH SOLE 588018 0 152222 VIRTUSA CORP COM 92827P102 7003 154479 SH SOLE 121449 0 33030 WALMART INC COM 931142103 3161 26602 SH SOLE 26602 0 0 WAYFAIR INC CL A 94419L101 12691 140437 SH SOLE 140437 0 0 WEBSTER FINL CORP CONN COM 947890109 114148 2139200 SH SOLE 1603773 0 535427 WELLS FARGO CO NEW COM 949746101 6098 113344 SH SOLE 113344 0 0 WESCO INTL INC COM 95082P105 12567 211605 SH SOLE 202087 0 9518 WEX INC COM 96208T104 221 1057 SH SOLE 1057 0 0 XENIA HOTELS & RESORTS INC COM 984017103 10471 484524 SH SOLE 465069 0 19455 ZENDESK INC COM 98936J101 79355 1035565 SH SOLE 698365 0 337200