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
ABBOTT LABS CS 002824100 46,861 560,067 SH   SOLE   262,528 0 297,539
ACTIVISION BLIZZARD INC CS 00507V109 440 8,320 SH   SOLE   2,350 0 5,970
AES CORP CS 00130H105 24,917 1,524,903 SH   SOLE   251,985 0 1,272,918
AFLAC INC CS 001055102 22,461 429,306 SH   SOLE   319,711 0 109,595
AKAMAI TECHNOLOGIES INC CS 00971T101 25,013 273,726 SH   SOLE   121,384 0 152,342
AMERICAN TOWER REIT COM CS 03027X100 38,870 175,781 SH   SOLE   106,430 0 69,351
AMETEK INC NEW CS 031100100 22,344 243,341 SH   SOLE   183,354 0 59,987
ANSYS INC CS 03662Q105 5,253 23,730 SH   SOLE   5,490 0 18,240
AON PLC CS G0408V102 23,420 120,991 SH   SOLE   91,547 0 29,444
AQUA AMERICA INC CS 03836W103 649 14,485 SH   SOLE   6,760 0 7,725
ASPEN TECHNOLOGY INC CS 045327103 13,483 109,545 SH   SOLE   79,765 0 29,780
ASTRAZENECA PLC ADR 046353108 15,786 354,179 SH   SOLE   61,475 0 292,704
ATLASSIAN CORP PLC CS G06242104 536 4,269 SH   SOLE   2,614 0 1,655
BALL CORP CS 058498106 13,447 184,693 SH   SOLE   41,160 0 143,533
BLACKSTONE GROUP INC COM CL A CS 09260D107 18,195 372,545 SH   SOLE   214,395 0 158,150
BOSTON BEER INC CS 100557107 4,552 12,504 SH   SOLE   2,679 0 9,825
BROADCOM INC COM CS 11135F101 16,066 58,197 SH   SOLE   8,632 0 49,565
BROWN FORMAN CORP CS 115637209 910 14,500 SH   SOLE   4,875 0 9,625
CADENCE DESIGN SYSTEM INC CS 127387108 242 3,661 SH   SOLE   1,556 0 2,105
CASELLA WASTE SYS INC CS 147448104 385 8,960 SH   SOLE   7,030 0 1,930
CHEMED CORP NEW CS 16359R103 2,163 5,180 SH   SOLE   0 0 5,180
CHURCH AND DWIGHT INC CS 171340102 17,916 238,121 SH   SOLE   43,371 0 194,750
CIENA CORP CS 171779309 2,993 76,291 SH   SOLE   27,285 0 49,006
CINCINNATI FINL CORP CS 172062101 3,488 29,895 SH   SOLE   8,100 0 21,795
CLOROX CO DEL CS 189054109 234 1,540 SH   SOLE   340 0 1,200
COCA COLA CO CS 191216100 1,449 26,615 SH   SOLE   4,270 0 22,345
COHERENT INC CS 192479103 332 2,160 SH   SOLE   605 0 1,555
COMCAST CORP CS 20030N101 8,988 199,374 SH   SOLE   32,535 0 166,839
COSTCO WHSL CORP CS 22160K105 21,127 73,328 SH   SOLE   17,254 0 56,074
COUPA SOFTWARE INC CS 22266L106 27,365 211,195 SH   SOLE   114,755 0 96,440
DANAHER CORP DEL CS 235851102 788 5,454 SH   SOLE   571 0 4,883
DARDEN RESTAURANTS INC CS 237194105 853 7,215 SH   SOLE   645 0 6,570
DBX ETF TR EAFE CURR HDG ETF 233051200 622 19,220 SH   SOLE   0 0 19,220
DELTA AIR LINES INC DEL CS 247361702 733 12,719 SH   SOLE   3,570 0 9,149
DISCOVER FINL SVCS CS 254709108 613 7,560 SH   SOLE   0 0 7,560
DISNEY WALT CO CS 254687106 1,675 12,853 SH   SOLE   3,382 0 9,471
DOLLAR GEN CORP NEW CS 256677105 1,354 8,518 SH   SOLE   1,710 0 6,808
DUNKIN BRANDS GROUP INC CS 265504100 9,799 123,471 SH   SOLE   15,900 0 107,571
EDWARDS LIFESCIENCES CORP CS 28176E108 1,297 5,899 SH   SOLE   1,105 0 4,794
ENPHASE ENERGY INC CS 29355A107 870 39,133 SH   SOLE   14,878 0 24,255
EQUINIX INC CS 29444U700 4,412 7,649 SH   SOLE   1,396 0 6,253
EVOQUA WATER TECHNOLOGIES CO CS 30057T105 778 45,705 SH   SOLE   12,890 0 32,815
EXELON CORP CS 30161N101 14,706 304,410 SH   SOLE   247,176 0 57,234
EXTRA SPACE STORAGE INC CS 30225T102 1,619 13,856 SH   SOLE   7,074 0 6,782
FACTSET RESH SYS INC CS 303075105 425 1,750 SH   SOLE   1,510 0 240
FASTENAL CO CS 311900104 8,152 249,516 SH   SOLE   17,826 0 231,690
FORTINET INC CS 34959E109 353 4,600 SH   SOLE   1,300 0 3,300
HAEMONETICS CORP CS 405024100 18,402 145,884 SH   SOLE   74,669 0 71,215
HARTFORD FINL SVCS GROUP INC CS 416515104 11,863 195,726 SH   SOLE   22,370 0 173,356
HEICO CORP NEW CS 422806109 1,097 8,785 SH   SOLE   555 0 8,230
HERSHEY FOODS CORP CS 427866108 18,002 116,152 SH   SOLE   84,315 0 31,837
HILTON WORLDWIDE HLDGS INC CS 43300A203 31,731 340,786 SH   SOLE   182,072 0 158,714
HONEYWELL INTL INC CS 438516106 10,345 61,140 SH   SOLE   56,727 0 4,413
INGERSOLL-RAND PLC CS G47791101 24,607 199,716 SH   SOLE   42,571 0 157,145
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J825 4,267 199,685 SH   SOLE   54,665 0 145,020
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J700 8,382 394,262 SH   SOLE   108,390 0 285,872
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J791 4,251 207,933 SH   SOLE   56,979 0 150,954
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 8,481 395,762 SH   SOLE   108,573 0 287,189
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 8,443 396,567 SH   SOLE   108,840 0 287,727
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J502 8,346 391,813 SH   SOLE   107,760 0 284,053
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 8,429 392,214 SH   SOLE   107,608 0 284,606
INVESCO EXCHANGE TRADED FD T S ETF 46137V258 254 3,925 SH   SOLE   885 0 3,040
INVESCO EXCHNG TRADED FD TR II ETF 46138E362 899 21,080 SH   SOLE   4,800 0 16,280
ISHARES INC MSCI PAC J IDX ETF 464286665 374 8,355 SH   SOLE   0 0 8,355
ISHARES SANDP GLOBAL INFRASTRU ETF 464288372 387 8,325 SH   SOLE   0 0 8,325
ISHARES TR DJ AEROSPACE ETF 464288760 593 2,640 SH   SOLE   0 0 2,640
ISHARES TR DJ MED DEVICES ETF 464288810 638 2,580 SH   SOLE   0 0 2,580
ISHARES TR GLDM SCHS SEMI ETF 464287523 577 2,730 SH   SOLE   0 0 2,730
ISHARES TR GLMN SCHS SOFT ETF 464287515 956 4,510 SH   SOLE   0 0 4,510
ISHARES TR SANDP GLB100INDX ETF 464287572 642 12,980 SH   SOLE   0 0 12,980
ISHARES TR SNP GL CONSUME ETF 464288745 649 5,410 SH   SOLE   0 0 5,410
ISHARES TR SNP GL UTILITI ETF 464288711 317 5,425 SH   SOLE   0 0 5,425
KBR INC CS 48242W106 3,332 135,760 SH   SOLE   11,030 0 124,730
KEYSIGHT TECHNOLOGIES INC CS 49338L103 9,812 100,897 SH   SOLE   21,353 0 79,544
KLA-TENCOR CORP CS 482480100 33,311 208,910 SH   SOLE   83,451 0 125,459
KONINKLIJKE PHILIPS ELECTRS ADR 500472303 3,872 83,930 SH   SOLE   7,270 0 76,660
KRATOS DEFENSE N SEC SOLUTIO CS 50077B207 1,007 54,135 SH   SOLE   14,605 0 39,530
LINDE PLC COM CS G5494J103 38,992 201,282 SH   SOLE   104,677 0 96,605
LOCKHEED MARTIN CORP CS 539830109 28,229 72,371 SH   SOLE   42,303 0 30,068
LULULEMON ATHLETICA INC CS 550021109 1,412 7,335 SH   SOLE   4,362 0 2,973
MARKETAXESS HLDGS INC CS 57060D108 1,161 3,544 SH   SOLE   2,224 0 1,320
MARVELL TECHNOLOGY GROUP LTD CS G5876H105 25,567 1,023,899 SH   SOLE   641,471 0 382,428
MASTERCARD INCORPORATED CL A CS 57636Q104 5,109 18,812 SH   SOLE   6,271 0 12,541
MCDONALDS CORP CS 580135101 16,900 78,709 SH   SOLE   16,125 0 62,584
MEDTRONIC PLC SHS CS G5960L103 14,507 133,553 SH   SOLE   69,840 0 63,713
MERCK N CO INC NEW CS 58933Y105 421 5,005 SH   SOLE   1,050 0 3,955
MICROSOFT CORP CS 594918104 28,333 203,793 SH   SOLE   30,482 0 173,311
MOODYS CORP CS 615369105 29,854 145,751 SH   SOLE   62,105 0 83,646
NEOGEN CORP CS 640491106 368 5,400 SH   SOLE   1,525 0 3,875
NEUROCRINE BIOSCIENCES INC CS 64125C109 525 5,830 SH   SOLE   1,495 0 4,335
NOVARTIS A G SPONSORED ADR ADR 66987V109 565 6,501 SH   SOLE   461 0 6,040
NVIDIA CORP CS 67066G104 769 4,420 SH   SOLE   1,195 0 3,225
O REILLY AUTOMOTIVE INC NEW CS 67103H107 375 940 SH   SOLE   270 0 670
OMEGA HEALTHCARE INVS INC CS 681936100 14,963 358,064 SH   SOLE   71,360 0 286,704
ONEOK INC CS 682680103 2,003 27,176 SH   SOLE   3,344 0 23,832
PAYCHEX INC CS 704326107 4,300 51,957 SH   SOLE   9,885 0 42,072
PAYCOM SOFTWARE INC CS 70432V102 31,851 152,039 SH   SOLE   100,487 0 51,552
PEPSICO INC CS 713448108 667 4,867 SH   SOLE   879 0 3,988
PROCTER AND GAMBLE CO CS 742718109 36,552 293,876 SH   SOLE   158,069 0 135,807
RENAISSANCE RE HLDGS LTD CS G7496G103 9,025 46,655 SH   SOLE   8,995 0 37,660
RESMED INC CS 761152107 238 1,760 SH   SOLE   610 0 1,150
RINGCENTRAL INC CS 76680R206 11,784 93,778 SH   SOLE   12,985 0 80,793
ROSS STORES INC CS 778296103 7,046 64,141 SH   SOLE   9,674 0 54,467
SAP SE SPON ADR ADR 803054204 203 1,720 SH   SOLE   250 0 1,470
SMITH AND NEPHEW PLC ADR 83175M205 1,858 38,606 SH   SOLE   16,646 0 21,960
SONY CORP ADR 835699307 617 10,440 SH   SOLE   2,950 0 7,490
SPDR SERIES TRUST KBW INS ETF ETF 78464A789 414 11,765 SH   SOLE   0 0 11,765
STARBUCKS CORP CS 855244109 5,608 63,428 SH   SOLE   21,598 0 41,830
STERIS PLC SHS USD CS G8473T100 305 2,110 SH   SOLE   460 0 1,650
SWITCH INC CL A CS 87105L104 456 29,185 SH   SOLE   6,615 0 22,570
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 860 6,865 SH   SOLE   1,770 0 5,095
TELEFLEX INC CS 879369106 9,513 28,000 SH   SOLE   28,000 0 0
TERADYNE INC CS 880770102 17,585 303,658 SH   SOLE   238,728 0 64,930
TETRA TECH INC NEW CS 88162G103 3,244 37,390 SH   SOLE   9,237 0 28,153
THE TRADE DESK INC CS 88339J105 16,328 87,060 SH   SOLE   57,615 0 29,445
THERMO FISHER SCIENTIFIC INC C CS 883556102 1,311 4,500 SH   SOLE   2,488 0 2,012
TRACTOR SUPPLY CO CS 892356106 3,237 35,790 SH   SOLE   945 0 34,845
TRANSDIGM GROUP INC CS 893641100 33,823 64,960 SH   SOLE   19,278 0 45,682
TRAVELERS COMPANIES INC CS 89417E109 1,681 11,308 SH   SOLE   3,400 0 7,908
UNILEVER N V ADR 904784709 5,096 84,883 SH   SOLE   10,225 0 74,658
VAIL RESORTS INC CS 91879Q109 440 1,935 SH   SOLE   545 0 1,390
VANECK VECTORS ETF TR MORNINGS ETF 92189F643 808 16,110 SH   SOLE   3,525 0 12,585
VANGUARD INDEX TR VALUE VIPERS ETF 922908744 646 5,786 SH   SOLE   1,285 0 4,501
VEEVA SYS INC CS 922475108 4,395 28,782 SH   SOLE   15,599 0 13,183
VERISK ANALYTICS INC CS 92345Y106 18,476 116,831 SH   SOLE   23,615 0 93,216
VERIZON COMMUNICATIONS CS 92343V104 597 9,887 SH   SOLE   861 0 9,026
VIAVI SOLUTIONS INC CS 925550105 446 31,840 SH   SOLE   8,970 0 22,870
VISA INC CS 92826C839 584 3,398 SH   SOLE   2,381 0 1,017
WALMART INC CS 931142103 647 5,453 SH   SOLE   719 0 4,734
WASTE CONNECTIONS INC CS 94106B101 1,845 20,052 SH   SOLE   720 0 19,332
WILLIS TOWERS WATSON PUB LTD CS G96629103 28,397 147,159 SH   SOLE   40,231 0 106,928
WINGSTOP INC CS 974155103 4,546 52,080 SH   SOLE   13,570 0 38,510
WOODWARD GOVERNOR CO CS 980745103 5,904 54,755 SH   SOLE   23,772 0 30,983
WYNN RESORTS LTD CS 983134107 579 5,325 SH   SOLE   1,515 0 3,810
XILINX INC CS 983919101 7,370 76,853 SH   SOLE   7,245 0 69,608
YUM BRANDS INC CS 988498101 2,057 18,136 SH   SOLE   5,297 0 12,839