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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
A S G N INC COM 00191u102   2,331,294 28,200 SH   SOLE   14,378 0 13,822
ADOBE INC COM 00724f101   42,117,087 109,290 SH   SOLE   108,550 0 740
AIR PROD & CHEMICALS COM 009158106   28,298,514 98,529 SH   SOLE   97,854 0 675
ALPHABET INC. CLASS A COM 02079k305   59,684,167 575,380 SH   SOLE   571,343 0 4,037
AMAZON.COM INC COM 023135106   43,266,528 418,884 SH   SOLE   415,924 0 2,960
APPLE INC COM 037833100   104,349,735 632,806 SH   SOLE   628,803 0 4,003
AVERY DENNISON CORP COM 053611109   806,616 4,508 SH   SOLE   4,508 0 0
B J S WHOLESALE CLUB HOL COM 05550j101   4,293,087 56,436 SH   SOLE   28,524 0 27,912
BALL CORP COM 058498106   41,132,340 746,368 SH   SOLE   741,120 0 5,248
BECTON DICKINSON&CO COM 075887109   49,223,081 198,849 SH   SOLE   197,570 0 1,279
BROADCOM INC COM 11135f101   881,476 1,374 SH   SOLE   1,374 0 0
BROADRIDGE FINL SOLU COM 11133t103   415,819 2,837 SH   SOLE   2,837 0 0
CHARLES SCHWAB CORP COM 808513105   44,217,363 844,165 SH   SOLE   838,691 0 5,474
CHURCH & DWIGHT CO INC I COM 171340102   51,067,649 577,623 SH   SOLE   573,607 0 4,016
CINTAS CORP COM 172908105   50,383,076 108,894 SH   SOLE   108,138 0 756
COMERICA INCORPORATE COM 200340107   359,127 8,271 SH   SOLE   8,271 0 0
CONMED CORP COM 207410101   4,955,264 47,711 SH   SOLE   23,864 0 23,847
CONSTELLATION BRAND CLASS A COM 21036p108   37,857,583 167,593 SH   SOLE   166,490 0 1,103
COSTCO WHOLESALE CO COM 22160k105   43,012,297 86,566 SH   SOLE   85,992 0 574
CVS HEALTH CORP COM 126650100   722,813 9,727 SH   SOLE   9,727 0 0
CYBERARK SOFTWRE LTD F COM m2682v108   4,420,607 29,873 SH   SOLE   15,018 0 14,855
ENVESTNET INC COM 29404k106   4,095,166 69,800 SH   SOLE   34,915 0 34,885
EXLSERVICE HOLDINGS COM 302081104   3,705,098 22,895 SH   SOLE   11,638 0 11,257
GENERAL MILLS INC COM 370334104   525,237 6,146 SH   SOLE   6,146 0 0
GXO LOGISTICS INC COM 36262g101   4,164,363 82,528 SH   SOLE   41,465 0 41,063
HALOZYME THERAPEUTIC COM 40637h109   5,557,409 145,520 SH   SOLE   73,639 0 71,881
HERSHEY CO COM 427866108   840,571 3,304 SH   SOLE   3,304 0 0
HOME DEPOT INC COM 437076102   1,144,475 3,878 SH   SOLE   3,878 0 0
HOSTESS BRANDS INC CLASS A COM 44109j106   2,856,722 114,820 SH   SOLE   57,872 0 56,948
I C U MEDICAL INC COM 44930g107   4,785,655 29,011 SH   SOLE   14,485 0 14,526
INSPERITY INC COM 45778q107   1,975,309 16,251 SH   SOLE   8,345 0 7,906
INTEL CORP COM 458140100   261,360 8,000 SH   SOLE   8,000 0 0
ITRON INC COM 465741106   4,157,086 74,970 SH   SOLE   37,641 0 37,329
JOHNSON & JOHNSON COM 478160104   776,705 5,011 SH   SOLE   5,011 0 0
JPMORGAN CHASE & CO COM 46625h100   1,064,633 8,170 SH   SOLE   8,170 0 0
LAB CO OF AMER HLDG COM 50540r409   38,524,092 167,919 SH   SOLE   166,747 0 1,172
LESLIES INC COM 527064109   3,210,901 291,635 SH   SOLE   146,224 0 145,411
LIGAND PHARMA COM 53220k504   2,051,736 27,892 SH   SOLE   14,060 0 13,832
LILLY ELI & CO COM 532457108   42,504,407 123,768 SH   SOLE   122,900 0 868
MASTERCARD INC CLASS A COM 57636q104   44,069,822 121,267 SH   SOLE   120,509 0 758
MC CORMICK & CO INC COM 579780206   33,303,887 400,239 SH   SOLE   397,544 0 2,695
MCDONALDS CORP COM 580135101   1,123,193 4,017 SH   SOLE   4,017 0 0
MERCK & CO. INC. COM 58933y105   957,404 8,999 SH   SOLE   8,999 0 0
MERIT MED SYS INC COM 589889104   5,554,754 75,115 SH   SOLE   38,026 0 37,089
MICROSOFT CORP COM 594918104   93,366,820 323,853 SH   SOLE   321,644 0 2,209
MONDELEZ INTL CLASS A COM 609207105   929,298 13,329 SH   SOLE   13,329 0 0
NEOGEN CORP COM 640491106   3,650,588 197,116 SH   SOLE   98,822 0 98,294
NIKE INC CLASS B COM 654106103   31,421,594 256,210 SH   SOLE   254,442 0 1,768
NTNL VISION HOLDINGS 005 COM 63845r107   2,107,706 111,874 SH   SOLE   55,775 0 56,099
PAGERDUTY INC COM 69553p100   4,690,783 134,099 SH   SOLE   67,567 0 66,532
PALO ALTO NETWORKS COM 697435105   45,389,317 227,242 SH   SOLE   225,665 0 1,577
PEPSICO INC COM 713448108   54,725,002 300,192 SH   SOLE   298,186 0 2,006
PERFICIENT INC COM 71375u101   3,935,366 54,514 SH   SOLE   27,396 0 27,118
POWERSCHOOL HLDGS INC CLASS A COM 73939c106   4,531,268 228,621 SH   SOLE   115,222 0 113,399
PROCTER & GAMBLE COM 742718109   1,334,939 8,978 SH   SOLE   8,978 0 0
QUALCOMM INC COM 747525103   870,733 6,825 SH   SOLE   6,825 0 0
QUANTA SERVICES INC COM 74762e102   61,169,711 367,077 SH   SOLE   364,515 0 2,562
ROPER TECHNOLOGIES COM 776696106   28,179,922 63,945 SH   SOLE   63,515 0 430
SALESFORCE INC COM 79466l302   47,992,950 240,229 SH   SOLE   238,593 0 1,636
SIMPLY GOOD FOODS CO0050 COM 82900l102   4,510,316 113,410 SH   SOLE   57,056 0 56,354
SITEONE LANDSCAPE SUPPLY COM 82982l103   3,741,889 27,339 SH   SOLE   13,702 0 13,637
STARBUCKS CORP COM 855244109   37,124,532 356,521 SH   SOLE   354,318 0 2,203
SYNOPSYS INC COM 871607107   37,692,399 97,585 SH   SOLE   96,907 0 678
TARGET CORP COM 87612e106   959,660 5,794 SH   SOLE   5,794 0 0
TELEFLEX INCORPORATE COM 879369106   28,630,363 113,025 SH   SOLE   112,218 0 807
TENABLE HOLDINGS INC COM 88025t102   5,097,633 107,296 SH   SOLE   53,993 0 53,303
ULTA BEAUTY INC. COM 90384s303   55,414,971 101,554 SH   SOLE   100,845 0 709
UPWORK INC COM 91688f104   2,472,163 218,389 SH   SOLE   108,792 0 109,597
UTZ BRANDS INC CLASS A COM 918090101   3,597,509 218,428 SH   SOLE   109,304 0 109,124
VERACYTE INC COM 92337f107   3,647,745 163,576 SH   SOLE   82,468 0 81,108
VERINT SYSTEMS INC COM 92343x100   3,955,782 106,224 SH   SOLE   53,400 0 52,824
VERIZON COMMUNICATN COM 92343v104   776,244 19,960 SH   SOLE   19,960 0 0
VERRA MOBILITY CORP CLASS A COM 92511u102   3,265,239 192,981 SH   SOLE   98,143 0 94,838
WALT DISNEY CO COM 254687106   218,884 2,186 SH   SOLE   2,186 0 0
WASTE MANAGEMENT INC COM 94106l109   47,878,647 293,428 SH   SOLE   291,443 0 1,985
WEST PHARM SRVC INC COM 955306105   62,334,630 179,913 SH   SOLE   178,668 0 1,245
WESTERN ALLIANCE BNC COM 957638109   1,894,140 53,296 SH   SOLE   26,257 0 27,039
WILLSCOT MOBILE MINI HLD CLASS COM 971378104   4,462,882 95,198 SH   SOLE   48,313 0 46,885
XOMETRY INC CLASS A COM 98423f109   1,121,403 74,910 SH   SOLE   36,684 0 38,226
ZOETIS INC CLASS A COM 98978v103   48,690,441 292,540 SH   SOLE   290,659 0 1,881
ISHARES TRUST RUS 1000 GRW ETF ETF 464287614   3,937,134 16,114 SH   SOLE   16,104 0 10