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
Amgen COM 031162100 243 1,318 SH   SOLE   1,318 0 0
Apple COM 037833100 220 1,190 SH   SOLE   1,190 0 0
Artisan Partners COM 04316A108 25,032 830,251 SH   SOLE   809,551 0 20,700
Bottomline Tech COM 101388106 38,629 775,215 SH   SOLE   754,015 0 21,200
Callaway Golf COM 131193104 26,910 1,418,558 SH   SOLE   1,375,933 0 42,625
Catalent COM 148806102 33,688 804,200 SH   SOLE   782,350 0 21,850
Cinemark COM 17243v102 27,079 771,931 SH   SOLE   750,056 0 21,875
Cisco COM 17275r102 13,542 314,708 SH   SOLE   310,708 0 4,000
Clean Harbors COM 184496107 12,363 222,562 SH   SOLE   218,262 0 4,300
Clorox COM 189054109 216 1,600 SH   SOLE   1,600 0 0
Compass Minerals COM 20451n101 31,598 480,571 SH   SOLE   469,196 0 11,375
Cornerstone OnDemand COM 21925Y103 18,834 397,100 SH   SOLE   385,250 0 11,850
Douglas Dynamics COM 25960R105 40,768 849,329 SH   SOLE   826,629 0 22,700
EPAM Systems COM 29414b104 26,476 212,950 SH   SOLE   206,750 0 6,200
ExlService Holdings COM 302081104 22,316 394,210 SH   SOLE   383,435 0 10,775
Generac COM 368736104 30,520 589,996 SH   SOLE   573,971 0 16,025
Gentex COM 371901109 29,978 1,302,258 SH   SOLE   1,265,883 0 36,375
Hill-Rom COM 431475102 19,027 217,848 SH   SOLE   212,023 0 5,825
Hillenbrand COM 431571108 25,563 542,165 SH   SOLE   526,940 0 15,225
Intel COM 458140100 11,214 225,579 SH   SOLE   222,679 0 2,900
Johnson & Johnson COM 478160104 9,111 75,085 SH   SOLE   74,085 0 1,000
Knowles COM 49926D109 26,401 1,725,577 SH   SOLE   1,681,027 0 44,550
Medpace COM 58506Q109 20,926 486,640 SH   SOLE   474,190 0 12,450
Michaels COM 59408Q106 24,205 1,262,645 SH   SOLE   1,229,245 0 33,400
Microsoft COM 594918104 12,436 126,111 SH   SOLE   124,311 0 1,800
Mistras COM 60649t107 18,595 984,906 SH   SOLE   959,131 0 25,775
Mobile Mini COM 60740f105 20,907 445,777 SH   SOLE   434,352 0 11,425
NextEra Energy COM 65339f101 334 2,000 SH   SOLE   2,000 0 0
Oracle COM 68389x105 7,659 173,836 SH   SOLE   173,836 0 0
Owens-Illinois COM 690768403 23,320 1,387,243 SH   SOLE   1,349,993 0 37,250
Pepsico COM 713448108 6,778 62,257 SH   SOLE   61,557 0 700
Philip Morris COM 718172109 6,634 82,165 SH   SOLE   81,615 0 550
Procter & Gamble COM 742718109 9,498 121,677 SH   SOLE   120,227 0 1,450
Roper Technologies COM 776696106 221 800 SH   SOLE   800 0 0
Shutterstock COM 825690100 34,430 725,455 SH   SOLE   705,980 0 19,475
SP Plus COM 78469c103 31,747 853,405 SH   SOLE   829,830 0 23,575
Stericycle COM 858912108 216 3,308 SH   SOLE   3,308 0 0
Synopsys COM 871607107 26,955 315,001 SH   SOLE   306,426 0 8,575
Thermo Fisher Scientific COM 883556102 6,564 31,691 SH   SOLE   31,151 0 540
Total System Services COM 891906109 23,308 275,766 SH   SOLE   267,591 0 8,175
TriMas COM 896215209 18,688 635,635 SH   SOLE   618,135 0 17,500
Verint Systems COM 92343x100 23,176 522,579 SH   SOLE   508,604 0 13,975
Verizon COM 92343v104 7,005 139,246 SH   SOLE   137,946 0 1,300
Zimmer Biomet COM 98956P102 3,592 32,229 SH   SOLE   31,949 0 280
iShares LQD ETF 464287242 264 2,300 SH   SOLE   2,300 0 0
Vanguard BND ETF 921937835 3,101 39,160 SH   SOLE   39,160 0 0
Vanguard VCSH ETF 92206c409 258 3,300 SH   SOLE   3,300 0 0
Vanguard VEU ETF 922042775 2,285 44,075 SH   SOLE   44,075 0 0
Vanguard VOO ETF 922908363 1,568 6,285 SH   SOLE   6,285 0 0