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 | 227,487 | 2,280,805 | SH | SOLE | 2,105,180 | 0 | 175,625 | ||
ANSYS, Inc. | COM | 03662Q105 | 46,464 | 180,505 | SH | SOLE | 166,695 | 0 | 13,810 | ||
Advance Auto Parts, Inc. | COM | 00751Y106 | 184,946 | 1,154,755 | SH | SOLE | 1,065,920 | 0 | 88,835 | ||
Align Technology, Inc. | COM | 016255101 | 54,199 | 194,235 | SH | SOLE | 179,355 | 0 | 14,880 | ||
Altra Industrial Motion Corp. | COM | 02208R106 | 103,260 | 2,851,700 | SH | SOLE | 2,097,020 | 0 | 754,680 | ||
Aptargroup, Inc. | COM | 038336103 | 155,030 | 1,340,855 | SH | SOLE | 1,237,425 | 0 | 103,430 | ||
Arco Platform Ltd. Class A | COM | G04553106 | 899 | 20,345 | SH | SOLE | 20,345 | 0 | 0 | ||
Argo Group International Holdi | COM | G0464B107 | 123,122 | 1,872,583 | SH | SOLE | 1,376,918 | 0 | 495,665 | ||
Arthur J. Gallagher & Co. | COM | 363576109 | 209,585 | 2,200,825 | SH | SOLE | 2,033,130 | 0 | 167,695 | ||
AtriCure, Inc. | COM | 04963C209 | 40,626 | 1,249,640 | SH | SOLE | 925,660 | 0 | 323,980 | ||
Avanos Medical, Inc. | COM | 05350V106 | 112,366 | 3,334,297 | SH | SOLE | 2,456,082 | 0 | 878,215 | ||
B&G Foods, Inc. | COM | 05508R106 | 59,401 | 3,312,945 | SH | SOLE | 2,439,780 | 0 | 873,165 | ||
Barnes Group Inc. | COM | 067806109 | 110,173 | 1,778,135 | SH | SOLE | 1,307,445 | 0 | 470,690 | ||
Bio-Techne Corporation | COM | 09073M104 | 190,463 | 867,675 | SH | SOLE | 806,110 | 0 | 61,565 | ||
BlackLine, Inc. | COM | 09239B109 | 55,987 | 1,085,870 | SH | SOLE | 796,475 | 0 | 289,395 | ||
Blackbaud, Inc. | COM | 09227Q100 | 207,063 | 2,601,290 | SH | SOLE | 2,196,910 | 0 | 404,380 | ||
Boston Beer Company, Inc. Clas | COM | 100557107 | 35,493 | 93,935 | SH | SOLE | 68,365 | 0 | 25,570 | ||
Brown-Forman Corporation Class | COM | 115637209 | 83,613 | 1,236,885 | SH | SOLE | 1,147,885 | 0 | 89,000 | ||
Bryn Mawr Bank Corporation | COM | 117665109 | 45,146 | 1,094,710 | SH | SOLE | 813,185 | 0 | 281,525 | ||
CONMED Corporation | COM | 207410101 | 125,869 | 1,125,540 | SH | SOLE | 828,570 | 0 | 296,970 | ||
CSW Industrials, Inc. | COM | 126402106 | 26,084 | 338,750 | SH | SOLE | 251,095 | 0 | 87,655 | ||
CVB Financial Corp. | COM | 126600105 | 55,990 | 2,594,540 | SH | SOLE | 1,913,275 | 0 | 681,265 | ||
Campbell Soup Company | COM | 134429109 | 110,316 | 2,232,215 | SH | SOLE | 2,060,205 | 0 | 172,010 | ||
Cantel Medical Corp. | COM | 138098108 | 243,878 | 3,439,750 | SH | SOLE | 2,879,445 | 0 | 560,305 | ||
Cardiovascular Systems, Inc. | COM | 141619106 | 116,528 | 2,398,195 | SH | SOLE | 1,764,690 | 0 | 633,505 | ||
Catalent Inc | COM | 148806102 | 273,123 | 4,851,205 | SH | SOLE | 4,148,645 | 0 | 702,560 | ||
Chase Corporation | COM | 16150R104 | 28,817 | 243,225 | SH | SOLE | 177,685 | 0 | 65,540 | ||
Clarivate Analytics Plc | COM | G21810109 | 83,364 | 4,962,155 | SH | SOLE | 4,586,645 | 0 | 375,510 | ||
Commerce Bancshares, Inc. | COM | 200525103 | 90,794 | 1,336,386 | SH | SOLE | 1,234,988 | 0 | 101,397 | ||
Community Bank System, Inc. | COM | 203607106 | 72,308 | 1,019,280 | SH | SOLE | 748,715 | 0 | 270,565 | ||
Cooper Companies, Inc. | COM | 216648402 | 154,189 | 479,905 | SH | SOLE | 446,470 | 0 | 33,435 | ||
Cullen/Frost Bankers, Inc. | COM | 229899109 | 132,438 | 1,354,450 | SH | SOLE | 1,251,840 | 0 | 102,610 | ||
DENTSPLY SIRONA, Inc. | COM | 24906P109 | 204,550 | 3,614,605 | SH | SOLE | 3,339,045 | 0 | 275,560 | ||
Edwards Lifesciences Corporati | COM | 28176E108 | 211,804 | 907,900 | SH | SOLE | 837,545 | 0 | 70,355 | ||
Envestnet, Inc. | COM | 29404K106 | 81,827 | 1,175,165 | SH | SOLE | 870,940 | 0 | 304,225 | ||
Envista Holdings Corp. | COM | 29415F104 | 53,761 | 1,813,805 | SH | SOLE | 1,676,075 | 0 | 137,730 | ||
Everest Re Group, Ltd. | COM | G3223R108 | 277,280 | 1,001,590 | SH | SOLE | 924,560 | 0 | 77,030 | ||
Evoqua Water Technologies Corp | COM | 30057T105 | 27,114 | 1,430,820 | SH | SOLE | 1,045,860 | 0 | 384,960 | ||
Flowers Foods, Inc. | COM | 343498101 | 73,360 | 3,374,425 | SH | SOLE | 3,115,250 | 0 | 259,175 | ||
Fortive Corp. | COM | 34959J108 | 241,033 | 3,155,300 | SH | SOLE | 2,973,475 | 0 | 181,825 | ||
Freshpet Inc | COM | 358039105 | 80,526 | 1,362,770 | SH | SOLE | 1,001,855 | 0 | 360,915 | ||
German American Bancorp, Inc. | COM | 373865104 | 43,190 | 1,212,525 | SH | SOLE | 890,090 | 0 | 322,435 | ||
Guidewire Software, Inc. | COM | 40171V100 | 96,618 | 880,190 | SH | SOLE | 813,430 | 0 | 66,760 | ||
H.B. Fuller Company | COM | 359694106 | 83,174 | 1,612,840 | SH | SOLE | 1,181,255 | 0 | 431,585 | ||
Hormel Foods Corporation | COM | 440452100 | 85,425 | 1,893,710 | SH | SOLE | 1,749,670 | 0 | 144,040 | ||
Hostess Brands, Inc. Class A | COM | 44109J106 | 143,718 | 9,884,300 | SH | SOLE | 7,275,080 | 0 | 2,609,220 | ||
IDEX Corporation | COM | 45167R104 | 196,581 | 1,142,910 | SH | SOLE | 1,056,075 | 0 | 86,835 | ||
Independent Bank Corp. | COM | 453836108 | 101,781 | 1,222,600 | SH | SOLE | 899,925 | 0 | 322,675 | ||
Innospec Inc. | COM | 45768S105 | 68,751 | 664,645 | SH | SOLE | 490,110 | 0 | 174,535 | ||
Inspire Medical Systems, Inc. | COM | 457730109 | 49,199 | 662,965 | SH | SOLE | 488,375 | 0 | 174,590 | ||
Integra LifeSciences Holdings | COM | 457985208 | 353,565 | 6,066,660 | SH | SOLE | 5,085,430 | 0 | 981,230 | ||
International Flavors & Fragra | COM | 459506101 | 119,118 | 923,250 | SH | SOLE | 852,940 | 0 | 70,310 | ||
J & J Snack Foods Corp. | COM | 466032109 | 25,392 | 137,800 | SH | SOLE | 99,595 | 0 | 38,205 | ||
J.M. Smucker Company | COM | 832696405 | 195,775 | 1,880,100 | SH | SOLE | 1,736,985 | 0 | 143,115 | ||
James River Group Holdings Ltd | COM | G5005R107 | 50,615 | 1,228,220 | SH | SOLE | 903,875 | 0 | 324,345 | ||
John Bean Technologies Corpora | COM | 477839104 | 151,006 | 1,340,370 | SH | SOLE | 985,670 | 0 | 354,700 | ||
John Wiley & Sons, Inc. Class | COM | 968223206 | 211,293 | 4,354,755 | SH | SOLE | 3,576,170 | 0 | 778,585 | ||
Laboratory Corporation of Amer | COM | 50540R409 | 131,833 | 779,295 | SH | SOLE | 716,310 | 0 | 62,985 | ||
Lamb Weston Holdings, Inc. | COM | 513272104 | 196,988 | 2,289,755 | SH | SOLE | 2,116,025 | 0 | 173,730 | ||
Lancaster Colony Corporation | COM | 513847103 | 122,762 | 766,785 | SH | SOLE | 565,890 | 0 | 200,895 | ||
Lydall, Inc. | COM | 550819106 | 14,656 | 714,220 | SH | SOLE | 523,415 | 0 | 190,805 | ||
MGP Ingredients, Inc. | COM | 55303J106 | 68,141 | 1,406,420 | SH | SOLE | 1,031,070 | 0 | 375,350 | ||
MSA Safety, Inc. | COM | 553498106 | 155,176 | 1,228,050 | SH | SOLE | 904,730 | 0 | 323,320 | ||
Masimo Corporation | COM | 574795100 | 168,444 | 1,065,695 | SH | SOLE | 915,805 | 0 | 149,890 | ||
McCormick & Company, Incorpora | COM | 579780206 | 87,036 | 512,790 | SH | SOLE | 473,560 | 0 | 39,230 | ||
Medallia, Inc. | COM | 584021109 | 85,524 | 2,749,075 | SH | SOLE | 2,543,585 | 0 | 205,490 | ||
Molson Coors Beverage Company | COM | 60871R209 | 104,932 | 1,946,790 | SH | SOLE | 1,805,820 | 0 | 140,970 | ||
Morningstar, Inc. | COM | 617700109 | 46,406 | 306,695 | SH | SOLE | 283,485 | 0 | 23,210 | ||
National Vision Holdings, Inc. | COM | 63845R107 | 56,468 | 1,741,215 | SH | SOLE | 1,285,950 | 0 | 455,265 | ||
New Relic, Inc. | COM | 64829B100 | 214,254 | 3,260,600 | SH | SOLE | 2,700,605 | 0 | 559,995 | ||
Nordson Corporation | COM | 655663102 | 210,891 | 1,295,080 | SH | SOLE | 1,196,655 | 0 | 98,425 | ||
Northern Trust Corporation | COM | 665859104 | 195,823 | 1,843,215 | SH | SOLE | 1,697,895 | 0 | 145,320 | ||
Novanta Inc | COM | 67000B104 | 15,238 | 172,295 | SH | SOLE | 126,990 | 0 | 45,305 | ||
NuVasive, Inc. | COM | 670704105 | 31,001 | 400,840 | SH | SOLE | 291,920 | 0 | 108,920 | ||
Nutanix, Inc. Class A | COM | 67059N108 | 130,982 | 4,190,085 | SH | SOLE | 3,869,830 | 0 | 320,255 | ||
Okta, Inc. Class A | COM | 679295105 | 85,891 | 744,485 | SH | SOLE | 687,965 | 0 | 56,520 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 201,523 | 871,450 | SH | SOLE | 805,845 | 0 | 65,605 | ||
Palomar Holdings, Inc. | COM | 69753M105 | 18,235 | 361,155 | SH | SOLE | 264,685 | 0 | 96,470 | ||
Penumbra, Inc. | COM | 70975L107 | 44,291 | 269,625 | SH | SOLE | 198,385 | 0 | 71,240 | ||
Prestige Consumer Healthcare I | COM | 74112D101 | 96,204 | 2,375,405 | SH | SOLE | 1,744,095 | 0 | 631,310 | ||
Proofpoint, Inc. | COM | 743424103 | 77,735 | 677,255 | SH | SOLE | 626,605 | 0 | 50,650 | ||
Prosperity Bancshares, Inc.(R) | COM | 743606105 | 183,250 | 2,549,040 | SH | SOLE | 2,147,355 | 0 | 401,685 | ||
Pure Storage, Inc. Class A | COM | 74624M102 | 284,255 | 16,613,360 | SH | SOLE | 13,833,310 | 0 | 2,780,050 | ||
Q2 Holdings, Inc. | COM | 74736L109 | 138,158 | 1,703,975 | SH | SOLE | 1,252,140 | 0 | 451,835 | ||
Qualys, Inc. | COM | 74758T303 | 25,956 | 311,335 | SH | SOLE | 227,770 | 0 | 83,565 | ||
Ritchie Bros. Auctioneers Inco | COM | 767744105 | 83,276 | 1,938,905 | SH | SOLE | 1,423,975 | 0 | 514,930 | ||
Rockwell Automation, Inc. | COM | 773903109 | 239,823 | 1,183,320 | SH | SOLE | 1,093,410 | 0 | 89,910 | ||
SVB Financial Group | COM | 78486Q101 | 96,520 | 384,480 | SH | SOLE | 354,690 | 0 | 29,790 | ||
SailPoint Technologies Holding | COM | 78781P105 | 85,519 | 3,623,675 | SH | SOLE | 2,683,320 | 0 | 940,355 | ||
Sally Beauty Holdings, Inc. | COM | 79546E104 | 163,522 | 8,960,130 | SH | SOLE | 7,350,745 | 0 | 1,609,385 | ||
Sensient Technologies Corporat | COM | 81725T100 | 137,849 | 2,085,780 | SH | SOLE | 1,536,580 | 0 | 549,200 | ||
ServiceNow, Inc. | COM | 81762P102 | 207,128 | 733,665 | SH | SOLE | 678,430 | 0 | 55,235 | ||
Simply Good Foods Co | COM | 82900L102 | 110,686 | 3,878,285 | SH | SOLE | 2,853,805 | 0 | 1,024,480 | ||
Splunk Inc. | COM | 848637104 | 176,156 | 1,176,175 | SH | SOLE | 1,086,690 | 0 | 89,485 | ||
Standex International Corporat | COM | 854231107 | 64,458 | 812,330 | SH | SOLE | 598,810 | 0 | 213,520 | ||
Stericycle, Inc. | COM | 858912108 | 72,005 | 1,128,435 | SH | SOLE | 1,042,560 | 0 | 85,875 | ||
Stock Yards Bancorp, Inc. | COM | 861025104 | 41,298 | 1,005,807 | SH | SOLE | 735,877 | 0 | 269,930 | ||
Synopsys, Inc. | COM | 871607107 | 83,954 | 603,115 | SH | SOLE | 556,700 | 0 | 46,415 | ||
Teladoc Health, Inc. | COM | 87918A105 | 105,646 | 1,261,900 | SH | SOLE | 926,720 | 0 | 335,180 | ||
Tenable Holdings, Inc. | COM | 88025T102 | 93,158 | 3,888,080 | SH | SOLE | 2,845,775 | 0 | 1,042,305 | ||
Texas Roadhouse, Inc. | COM | 882681109 | 34,501 | 612,590 | SH | SOLE | 448,410 | 0 | 164,180 | ||
Tractor Supply Company | COM | 892356106 | 171,108 | 1,831,205 | SH | SOLE | 1,692,095 | 0 | 139,110 | ||
Tradeweb Markets, Inc. Class A | COM | 892672106 | 21,530 | 464,515 | SH | SOLE | 429,315 | 0 | 35,200 | ||
TreeHouse Foods, Inc. | COM | 89469A104 | 179,508 | 3,701,200 | SH | SOLE | 3,074,160 | 0 | 627,040 | ||
TriMas Corporation | COM | 896215209 | 51,007 | 1,623,925 | SH | SOLE | 1,192,395 | 0 | 431,530 | ||
UMB Financial Corporation | COM | 902788108 | 120,997 | 1,762,780 | SH | SOLE | 1,292,740 | 0 | 470,040 | ||
Ulta Beauty Inc | COM | 90384S303 | 200,243 | 791,035 | SH | SOLE | 731,265 | 0 | 59,770 | ||
Veeva Systems Inc Class A | COM | 922475108 | 127,581 | 907,020 | SH | SOLE | 838,300 | 0 | 68,720 | ||
Verisk Analytics Inc | COM | 92345Y106 | 76,158 | 509,965 | SH | SOLE | 471,035 | 0 | 38,930 | ||
Washington Trust Bancorp, Inc. | COM | 940610108 | 45,993 | 855,050 | SH | SOLE | 626,605 | 0 | 228,445 | ||
Waters Corporation | COM | 941848103 | 233,317 | 998,575 | SH | SOLE | 921,605 | 0 | 76,970 | ||
Welbilt Inc | COM | 949090104 | 123,431 | 7,907,190 | SH | SOLE | 5,824,820 | 0 | 2,082,370 | ||
West Pharmaceutical Services, | COM | 955306105 | 92,607 | 616,025 | SH | SOLE | 568,405 | 0 | 47,620 | ||
Wolverine World Wide, Inc. | COM | 978097103 | 91,354 | 2,707,595 | SH | SOLE | 1,988,765 | 0 | 718,830 | ||
Workday, Inc. Class A | COM | 98138H101 | 198,891 | 1,209,430 | SH | SOLE | 1,117,875 | 0 | 91,555 | ||
Yext, Inc. | COM | 98585N106 | 113,180 | 7,848,795 | SH | SOLE | 5,754,880 | 0 | 2,093,915 | ||
e.l.f. Beauty, Inc. | COM | 26856L103 | 58,788 | 3,644,615 | SH | SOLE | 2,678,360 | 0 | 966,255 | ||
Alibaba Group Holding Ltd. Spo | ADR | 01609W102 | 310 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
Ambev SA Sponsored ADR | ADR | 02319V103 | 63 | 13,600 | SH | SOLE | 13,600 | 0 | 0 |