The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMETEK, Inc. | COM | 031100100 | 162,375 | 1,787,480 | SH | SOLE | 1,645,035 | 0 | 142,445 | ||
ANSYS, Inc. | COM | 03662Q105 | 64,226 | 313,575 | SH | SOLE | 288,955 | 0 | 24,620 | ||
Advance Auto Parts, Inc. | COM | 00751Y106 | 140,866 | 913,885 | SH | SOLE | 842,010 | 0 | 71,875 | ||
Akamai Technologies, Inc. | COM | 00971T101 | 74,632 | 931,265 | SH | SOLE | 854,070 | 0 | 77,195 | ||
Altra Industrial Motion Corp. | COM | 02208R106 | 77,580 | 2,162,215 | SH | SOLE | 1,521,330 | 0 | 640,885 | ||
Aptargroup, Inc. | COM | 038336103 | 201,641 | 1,621,690 | SH | SOLE | 1,494,670 | 0 | 127,020 | ||
Arco Platform Ltd. Class A | COM | G04553106 | 589 | 13,455 | SH | SOLE | 13,455 | 0 | 0 | ||
Argo Group International Holdi | COM | G0464B107 | 103,667 | 1,399,953 | SH | SOLE | 984,913 | 0 | 415,040 | ||
Arthur J. Gallagher & Co. | COM | 363576109 | 206,673 | 2,359,550 | SH | SOLE | 2,172,695 | 0 | 186,855 | ||
Avanos Medical, Inc. | COM | 05350V106 | 107,086 | 2,455,532 | SH | SOLE | 1,730,067 | 0 | 725,465 | ||
B&G Foods, Inc. | COM | 05508R106 | 61,294 | 2,946,820 | SH | SOLE | 2,081,740 | 0 | 865,080 | ||
Barnes Group Inc. | COM | 067806109 | 76,901 | 1,364,950 | SH | SOLE | 962,115 | 0 | 402,835 | ||
Bio-Techne Corporation | COM | 09073M104 | 151,613 | 727,195 | SH | SOLE | 672,990 | 0 | 54,205 | ||
BlackLine, Inc. | COM | 09239B109 | 97,318 | 1,818,680 | SH | SOLE | 1,284,120 | 0 | 534,560 | ||
Blackbaud, Inc. | COM | 09227Q100 | 224,361 | 2,686,956 | SH | SOLE | 2,200,656 | 0 | 486,300 | ||
Boston Beer Company, Inc. Clas | COM | 100557107 | 53,878 | 142,625 | SH | SOLE | 101,020 | 0 | 41,605 | ||
Brown-Forman Corporation Class | COM | 115637209 | 116,415 | 2,100,220 | SH | SOLE | 1,943,285 | 0 | 156,935 | ||
Bryn Mawr Bank Corporation | COM | 117665109 | 35,403 | 948,625 | SH | SOLE | 672,705 | 0 | 275,920 | ||
CONMED Corporation | COM | 207410101 | 124,278 | 1,452,360 | SH | SOLE | 1,022,825 | 0 | 429,535 | ||
CSW Industrials, Inc. | COM | 126402106 | 7,549 | 110,770 | SH | SOLE | 78,830 | 0 | 31,940 | ||
CVB Financial Corp. | COM | 126600105 | 47,667 | 2,266,605 | SH | SOLE | 1,596,600 | 0 | 670,005 | ||
Campbell Soup Company | COM | 134429109 | 87,889 | 2,193,375 | SH | SOLE | 2,013,565 | 0 | 179,810 | ||
Cantel Medical Corp. | COM | 138098108 | 160,993 | 1,996,447 | SH | SOLE | 1,673,061 | 0 | 323,386 | ||
Cardiovascular Systems, Inc. | COM | 141619106 | 93,343 | 2,174,310 | SH | SOLE | 1,533,860 | 0 | 640,450 | ||
Catalent Inc | COM | 148806102 | 219,954 | 4,057,445 | SH | SOLE | 3,416,070 | 0 | 641,375 | ||
Chase Corporation | COM | 16150R104 | 23,475 | 218,090 | SH | SOLE | 153,155 | 0 | 64,935 | ||
Commerce Bancshares, Inc. | COM | 200525103 | 76,773 | 1,286,840 | SH | SOLE | 1,181,579 | 0 | 105,261 | ||
Community Bank System, Inc. | COM | 203607106 | 53,885 | 818,430 | SH | SOLE | 575,730 | 0 | 242,700 | ||
Cooper Companies, Inc. | COM | 216648402 | 139,407 | 413,805 | SH | SOLE | 383,365 | 0 | 30,440 | ||
Covetrus, Inc. | COM | 22304C100 | 1,613 | 65,926 | SH | SOLE | 60,168 | 0 | 5,758 | ||
Cullen/Frost Bankers, Inc. | COM | 229899109 | 102,184 | 1,091,005 | SH | SOLE | 1,003,105 | 0 | 87,900 | ||
DENTSPLY SIRONA, Inc. | COM | 24906P109 | 174,540 | 2,990,740 | SH | SOLE | 2,752,830 | 0 | 237,910 | ||
Edwards Lifesciences Corporati | COM | 28176E108 | 152,084 | 823,235 | SH | SOLE | 757,205 | 0 | 66,030 | ||
Envestnet, Inc. | COM | 29404K106 | 52,604 | 769,400 | SH | SOLE | 539,435 | 0 | 229,965 | ||
Everest Re Group, Ltd. | COM | G3223R108 | 240,726 | 973,890 | SH | SOLE | 897,245 | 0 | 76,645 | ||
Evoqua Water Technologies Corp | COM | 30057T105 | 18,297 | 1,284,910 | SH | SOLE | 900,415 | 0 | 384,495 | ||
Flowers Foods, Inc. | COM | 343498101 | 156,262 | 6,715,160 | SH | SOLE | 6,187,565 | 0 | 527,595 | ||
Fortive Corp. | COM | 34959J108 | 172,070 | 2,110,770 | SH | SOLE | 1,982,270 | 0 | 128,500 | ||
Freshpet Inc | COM | 358039105 | 32,764 | 719,925 | SH | SOLE | 508,615 | 0 | 211,310 | ||
Gates Industrial Corporation p | COM | G39108108 | 68,165 | 5,974,145 | SH | SOLE | 5,471,885 | 0 | 502,260 | ||
German American Bancorp, Inc. | COM | 373865104 | 32,739 | 1,086,940 | SH | SOLE | 765,215 | 0 | 321,725 | ||
Guidewire Software, Inc. | COM | 40171V100 | 103,832 | 1,024,190 | SH | SOLE | 942,330 | 0 | 81,860 | ||
H.B. Fuller Company | COM | 359694106 | 73,102 | 1,575,480 | SH | SOLE | 1,109,085 | 0 | 466,395 | ||
Helen of Troy Limited | COM | G4388N106 | 44,845 | 343,400 | SH | SOLE | 241,605 | 0 | 101,795 | ||
Hormel Foods Corporation | COM | 440452100 | 121,671 | 3,001,255 | SH | SOLE | 2,754,620 | 0 | 246,635 | ||
Hostess Brands, Inc. Class A | COM | 44109J106 | 120,416 | 8,339,035 | SH | SOLE | 5,875,240 | 0 | 2,463,795 | ||
IDEX Corporation | COM | 45167R104 | 150,576 | 874,730 | SH | SOLE | 805,015 | 0 | 69,715 | ||
Independent Bank Corp. | COM | 453836108 | 78,904 | 1,036,165 | SH | SOLE | 728,675 | 0 | 307,490 | ||
Innospec Inc. | COM | 45768S105 | 70,988 | 778,035 | SH | SOLE | 548,220 | 0 | 229,815 | ||
Insulet Corporation | COM | 45784P101 | 61,249 | 513,060 | SH | SOLE | 360,910 | 0 | 152,150 | ||
Integra LifeSciences Holdings | COM | 457985208 | 321,709 | 5,760,230 | SH | SOLE | 4,767,195 | 0 | 993,035 | ||
International Flavors & Fragra | COM | 459506101 | 130,794 | 901,465 | SH | SOLE | 826,755 | 0 | 74,710 | ||
J & J Snack Foods Corp. | COM | 466032109 | 25,728 | 159,850 | SH | SOLE | 114,100 | 0 | 45,750 | ||
J.M. Smucker Company | COM | 832696405 | 147,881 | 1,283,800 | SH | SOLE | 1,182,305 | 0 | 101,495 | ||
James River Group Holdings Ltd | COM | G5005R107 | 45,270 | 965,240 | SH | SOLE | 678,550 | 0 | 286,690 | ||
John Bean Technologies Corpora | COM | 477839104 | 122,068 | 1,007,740 | SH | SOLE | 712,635 | 0 | 295,105 | ||
John Wiley & Sons, Inc. Class | COM | 968223206 | 185,464 | 4,044,125 | SH | SOLE | 3,273,430 | 0 | 770,695 | ||
Laboratory Corporation of Amer | COM | 50540R409 | 130,388 | 754,125 | SH | SOLE | 693,920 | 0 | 60,205 | ||
Lancaster Colony Corporation | COM | 513847103 | 32,496 | 218,680 | SH | SOLE | 154,480 | 0 | 64,200 | ||
LogMeIn, Inc. | COM | 54142L109 | 116,150 | 1,576,415 | SH | SOLE | 1,277,405 | 0 | 299,010 | ||
Lydall, Inc. | COM | 550819106 | 21,348 | 1,056,810 | SH | SOLE | 746,305 | 0 | 310,505 | ||
MGP Ingredients, Inc. | COM | 55303J106 | 75,133 | 1,133,055 | SH | SOLE | 795,980 | 0 | 337,075 | ||
MSA Safety, Inc. | COM | 553498106 | 94,824 | 899,740 | SH | SOLE | 633,120 | 0 | 266,620 | ||
Masimo Corporation | COM | 574795100 | 122,512 | 823,225 | SH | SOLE | 687,855 | 0 | 135,370 | ||
McCormick & Company, Incorpora | COM | 579780206 | 89,622 | 578,170 | SH | SOLE | 533,470 | 0 | 44,700 | ||
Medidata Solutions, Inc. | COM | 58471A105 | 186,912 | 2,065,100 | SH | SOLE | 1,676,125 | 0 | 388,975 | ||
Molson Coors Brewing Company C | COM | 60871R209 | 106,093 | 1,894,525 | SH | SOLE | 1,753,395 | 0 | 141,130 | ||
Morningstar, Inc. | COM | 617700109 | 42,917 | 296,715 | SH | SOLE | 273,395 | 0 | 23,320 | ||
New Relic, Inc. | COM | 64829B100 | 169,266 | 1,956,605 | SH | SOLE | 1,568,535 | 0 | 388,070 | ||
Nordson Corporation | COM | 655663102 | 193,797 | 1,371,435 | SH | SOLE | 1,259,435 | 0 | 112,000 | ||
Northern Trust Corporation | COM | 665859104 | 160,807 | 1,786,745 | SH | SOLE | 1,642,465 | 0 | 144,280 | ||
NuVasive, Inc. | COM | 670704105 | 88,956 | 1,519,570 | SH | SOLE | 1,191,825 | 0 | 327,745 | ||
Nutanix, Inc. Class A | COM | 67059N108 | 118,299 | 4,560,470 | SH | SOLE | 4,203,375 | 0 | 357,095 | ||
Okta, Inc. Class A | COM | 679295105 | 122,434 | 991,285 | SH | SOLE | 874,825 | 0 | 116,460 | ||
Omnicell, Inc. | COM | 68213N109 | 8,697 | 101,095 | SH | SOLE | 69,495 | 0 | 31,600 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 157,262 | 771,800 | SH | SOLE | 709,815 | 0 | 61,985 | ||
Penumbra, Inc. | COM | 70975L107 | 30,132 | 188,325 | SH | SOLE | 131,745 | 0 | 56,580 | ||
Prestige Consumer Healthcare I | COM | 74112D101 | 66,889 | 2,111,405 | SH | SOLE | 1,485,920 | 0 | 625,485 | ||
Prosperity Bancshares, Inc.(R) | COM | 743606105 | 156,895 | 2,375,400 | SH | SOLE | 1,977,665 | 0 | 397,735 | ||
Pure Storage, Inc. Class A | COM | 74624M102 | 190,603 | 12,482,210 | SH | SOLE | 10,124,675 | 0 | 2,357,535 | ||
Q2 Holdings, Inc. | COM | 74736L109 | 107,934 | 1,413,490 | SH | SOLE | 998,355 | 0 | 415,135 | ||
Qualys, Inc. | COM | 74758T303 | 54,354 | 624,185 | SH | SOLE | 439,010 | 0 | 185,175 | ||
Ritchie Bros. Auctioneers Inco | COM | 767744105 | 191,485 | 5,764,155 | SH | SOLE | 4,675,240 | 0 | 1,088,915 | ||
Rockwell Automation, Inc. | COM | 773903109 | 149,707 | 913,795 | SH | SOLE | 842,395 | 0 | 71,400 | ||
SVB Financial Group | COM | 78486Q101 | 83,654 | 372,475 | SH | SOLE | 342,715 | 0 | 29,760 | ||
Sally Beauty Holdings, Inc. | COM | 79546E104 | 118,421 | 8,877,105 | SH | SOLE | 7,218,065 | 0 | 1,659,040 | ||
Sensient Technologies Corporat | COM | 81725T100 | 135,145 | 1,839,205 | SH | SOLE | 1,296,455 | 0 | 542,750 | ||
ServiceNow, Inc. | COM | 81762P102 | 97,199 | 354,005 | SH | SOLE | 326,300 | 0 | 27,705 | ||
Simply Good Foods Co | COM | 82900L102 | 63,145 | 2,622,310 | SH | SOLE | 1,847,170 | 0 | 775,140 | ||
Splunk Inc. | COM | 848637104 | 193,065 | 1,535,305 | SH | SOLE | 1,413,380 | 0 | 121,925 | ||
Standex International Corporat | COM | 854231107 | 52,785 | 721,695 | SH | SOLE | 510,175 | 0 | 211,520 | ||
Stericycle, Inc. | COM | 858912108 | 75,872 | 1,588,943 | SH | SOLE | 1,460,548 | 0 | 128,395 | ||
Stock Yards Bancorp, Inc. | COM | 861025104 | 32,624 | 902,456 | SH | SOLE | 632,281 | 0 | 270,175 | ||
Supernus Pharmaceuticals, Inc. | COM | 868459108 | 52,485 | 1,586,125 | SH | SOLE | 1,119,340 | 0 | 466,785 | ||
Synopsys, Inc. | COM | 871607107 | 85,656 | 665,597 | SH | SOLE | 613,102 | 0 | 52,495 | ||
Tableau Software, Inc. Class A | COM | 87336U105 | 57,439 | 345,975 | SH | SOLE | 318,125 | 0 | 27,850 | ||
Teladoc Health, Inc. | COM | 87918A105 | 60,627 | 912,915 | SH | SOLE | 644,510 | 0 | 268,405 | ||
Tractor Supply Company | COM | 892356106 | 166,749 | 1,532,620 | SH | SOLE | 1,411,420 | 0 | 121,200 | ||
TreeHouse Foods, Inc. | COM | 89469A104 | 180,448 | 3,335,450 | SH | SOLE | 2,730,895 | 0 | 604,555 | ||
TriMas Corporation | COM | 896215209 | 33,429 | 1,079,385 | SH | SOLE | 759,915 | 0 | 319,470 | ||
UMB Financial Corporation | COM | 902788108 | 100,551 | 1,527,670 | SH | SOLE | 1,074,865 | 0 | 452,805 | ||
Ulta Beauty Inc | COM | 90384S303 | 154,631 | 445,765 | SH | SOLE | 410,330 | 0 | 35,435 | ||
Valvoline Inc. | COM | 92047W101 | 83,139 | 4,256,990 | SH | SOLE | 3,904,800 | 0 | 352,190 | ||
Veeva Systems Inc Class A | COM | 922475108 | 155,115 | 956,850 | SH | SOLE | 880,280 | 0 | 76,570 | ||
Verisk Analytics Inc | COM | 92345Y106 | 140,046 | 956,205 | SH | SOLE | 879,885 | 0 | 76,320 | ||
Washington Trust Bancorp, Inc. | COM | 940610108 | 39,810 | 762,940 | SH | SOLE | 536,200 | 0 | 226,740 | ||
Waters Corporation | COM | 941848103 | 191,987 | 891,965 | SH | SOLE | 820,130 | 0 | 71,835 | ||
Welbilt Inc | COM | 949090104 | 107,933 | 6,463,080 | SH | SOLE | 4,544,455 | 0 | 1,918,625 | ||
West Pharmaceutical Services, | COM | 955306105 | 75,378 | 602,300 | SH | SOLE | 552,410 | 0 | 49,890 | ||
Wolverine World Wide, Inc. | COM | 978097103 | 66,343 | 2,408,955 | SH | SOLE | 1,696,720 | 0 | 712,235 | ||
Workday, Inc. Class A | COM | 98138H101 | 158,352 | 770,270 | SH | SOLE | 709,665 | 0 | 60,605 | ||
Yext, Inc. | COM | 98585N106 | 91,519 | 4,555,440 | SH | SOLE | 3,219,850 | 0 | 1,335,590 | ||
e.l.f. Beauty, Inc. | COM | 26856L103 | 48,455 | 3,436,560 | SH | SOLE | 2,422,955 | 0 | 1,013,605 | ||
Alibaba Group Holding Ltd. Spo | ADR | 01609W102 | 247 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
Ambev SA Sponsored ADR | ADR | 02319V103 | 64 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
Noah Holdings Ltd. Sponsored A | ADR | 65487X102 | 787 | 18,485 | SH | SOLE | 18,485 | 0 | 0 | ||
Talend SA Sponsored ADR | ADR | 874224207 | 25,229 | 653,770 | SH | SOLE | 475,675 | 0 | 178,095 |