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537403053905BARD C R INCCOM0673831093902635SHSOLE 20850550BLACKBAUD INCCOM09227Q10026438844654SHSOLE 766849077805BOTTOMLINE TECH DEL INCCOM101388106377091072815SHSOLE 977370095445CABELAS INCCOM1268043012013070SHSOLE 307000CANTEL MEDICAL CORPCOM13809810812946383925SHSOLE 3835500375CARBO CERAMICS INCCOM14078110526826194404SHSOLE 176484017920CHEVRON CORP NEWCOM1667641005024224SHSOLE 422400CONTANGO OIL & GAS COMPANYCOM NEW21075N20425479533708SHSOLE 508703025005COPART INCCOM217204106210157730SHSOLE 5730052000CORE LABORATORIES N VCOMN22717107242912240SHSOLE 274009500COSTAR GROUP INCCOM22160N10933495179367SHSOLE 158377020990COSTCO WHSL CORP NEWCOM22160K1053553175SHSOLE 23600815CVD EQUIPMENT CORPCOM12660110337626900SHSOLE 2690000DANAHER CORP DELCOM2358511023074095SHSOLE 279501300DOLBY LABORATORIES INCCOM25659T1074039050SHSOLE 85500500DONALDSON INCCOM257651109211749920SHSOLE 4920045000DORMAN PRODUCTS INCCOM25827810028162476840SHSOLE 438865037975DU PONT E I DE NEMOURS & 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INCCOM675232102210029230SHSOLE 2710026520OMNICELL INCCOM68213N109357071247608SHSOLE 11395780108030OUTERWALL INCCOM6900701073574930SHSOLE 493000PEPSICO INCCOM7134481082553050SHSOLE 26500400PFIZER INCCOM71708110359918634SHSOLE 1863400POLARIS INDS INCCOM731068102241017250SHSOLE 3750013500PPL CORPCOM69351T1062878658SHSOLE 865800PRAXAIR INCCOM74005P1042121615SHSOLE 11150500PRECISION CASTPARTS CORPCOM740189105234925SHSOLE 6450280PROCTER & GAMBLE COCOM7427181094956140SHSOLE 59400200PROS HOLDINGS INCCOM74346Y103317911008928SHSOLE 912003096925PROTO LABS INCCOM74371310925785381039SHSOLE 343194037845QLIK TECHNOLOGIES INCCOM74733T1052158080SHSOLE 808000RAVEN INDS INCCOM754212108444881358406SHSOLE 12488630109543ROLLINS INCCOM77571110422015728004SHSOLE 633292094712SCHLUMBERGER LTDCOM8068571083073150SHSOLE 23000850SCIQUEST INC NEWCOM80908T101317031173520SHSOLE 10603020113218SIGMA ALDRICH CORPCOM8265521012142290SHSOLE 13700920SIMPSON MANUFACTURING CO INCCOM82907310531147881594SHSOLE 787609093985SIRONA DENTAL SYSTEMS INCCOM82966C1032142870SHSOLE 287000SM ENERGY COCOM78454L100197327680SHSOLE 4980022700SMUCKER J M COCOM NEW8326964054474596SHSOLE 459600SPDR S&P 500 ETF TRTR UNIT78462F1033501870SHSOLE 187000SPS COMM INCCOM78463M10730869502345SHSOLE 459765042580STAMPS COM INCCOM NEW85285720027310813760SHSOLE 771985041775STERICYCLE INCCOM8589121082532225SHSOLE 18250400STRATASYS LTDSHSM8554810121408201791SHSOLE 178196023595STREAMLINE HEALTH SOLUTIONSCOM86323X10616232300SHSOLE 3230000SUN HYDRAULICS CORPCOM866942105436091006902SHSOLE 928472078430TECHNE CORPCOM87837710011861138941SHSOLE 125216013725TRACTOR SUPPLY COCOM8923561062443460SHSOLE 346000TRIMBLE NAVIGATION LTDCOM896239100301077450SHSOLE 18950058500TYLER TECHNOLOGIES INCCOM90225210530293362008SHSOLE 330088031920UNDER ARMOUR INCCL A904311107126611040SHSOLE 254008500UNIFI INCCOM NEW9046772003478150779SHSOLE 14877902000UNION PAC CORPCOM9078181087133800SHSOLE 380000UNITED TECHNOLOGIES CORPCOM9130171092782382SHSOLE 238200USA MOBILITY INCCOM90341G10326214400SHSOLE 1440000VERISK ANALYTICS INCCL A92345Y1065499155SHSOLE 81850970VERIZON COMMUNICATIONS INCCOM92343V1043296917SHSOLE 691700WALGREEN COCOM9314221092023065SHSOLE 20950970WELLS FARGO & CO NEWCOM9497461012444900SHSOLE 45000400WESTWOOD HLDGS GROUP INCCOM96176510428442453692SHSOLE 431835021857XRS CORPCOM9838451082710000SHSOLE 1000000