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
AAON INC COM PAR $0.004 000360206 2,900 48,138 SH   SOLE   44,630 0 3,508
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 934 4,133 SH   SOLE   3,240 0 893
ACTIVISION BLIZZARD INC COM 00507V109 2,146 26,513 SH   SOLE   24,800 0 1,713
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,938 5,991 SH   SOLE   5,571 0 420
APPLE INC COM 037833100 228 1,973 SH   SOLE   284 0 1,689
AUTOZONE INC COM 053332102 333 283 SH   SOLE   283 0 0
AXSOME THERAPEUTICS INC COM 05464T104 587 8,232 SH   SOLE   8,200 0 32
B2GOLD CORP COM 11777Q209 2,614 400,874 SH   SOLE   400,874 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,105 29,118 SH   SOLE   27,003 0 2,115
CHEMED CORP NEW COM 16359R103 2,032 4,230 SH   SOLE   3,966 0 264
CHURCH & DWIGHT INC COM 171340102 2,105 22,461 SH   SOLE   21,000 0 1,461
CLOROX CO DEL COM 189054109 2,770 13,182 SH   SOLE   12,238 0 944
D R HORTON INC COM 23331A109 226 2,985 SH   SOLE   0 0 2,985
DECKERS OUTDOOR CORP COM 243537107 2,796 12,707 SH   SOLE   11,752 0 955
DOLLAR GEN CORP NEW COM 256677105 1,003 4,786 SH   SOLE   3,761 0 1,025
EBAY INC. COM 278642103 2,696 51,748 SH   SOLE   48,070 0 3,678
EDWARDS LIFESCIENCES CORP COM 28176E108 1,829 22,919 SH   SOLE   21,200 0 1,719
ENPHASE ENERGY INC COM 29355A107 233 2,816 SH   SOLE   0 0 2,816
FAIR ISAAC CORP COM 303250104 775 1,822 SH   SOLE   1,420 0 402
FASTENAL CO COM 311900104 670 14,850 SH   SOLE   11,900 0 2,950
FEDERAL SIGNAL CORP COM 313855108 2,298 78,556 SH   SOLE   71,987 0 6,569
GARMIN LTD SHS H2906T109 2,646 27,893 SH   SOLE   25,900 0 1,993
GENERAL MLS INC COM 370334104 852 13,815 SH   SOLE   10,782 0 3,033
GILEAD SCIENCES INC COM 375558103 1,216 19,246 SH   SOLE   18,800 0 446
GLOBANT S A COM L44385109 228 1,270 SH   SOLE   0 0 1,270
HELEN OF TROY LTD COM G4388N106 2,332 12,053 SH   SOLE   11,100 0 953
ICON PLC SHS G4705A100 2,932 15,341 SH   SOLE   14,172 0 1,169
IHS MARKIT LTD SHS G47567105 895 11,406 SH   SOLE   8,882 0 2,524
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,997 21,019 SH   SOLE   19,500 0 1,519
JOHNSON & JOHNSON COM 478160104 1,769 11,884 SH   SOLE   10,609 0 1,275
KIMBERLY CLARK CORP COM 494368103 2,516 17,039 SH   SOLE   15,718 0 1,321
KLA CORP COM NEW 482480100 210 1,083 SH   SOLE   0 0 1,083
LINDE PLC SHS G5494J103 869 3,651 SH   SOLE   2,832 0 819
LOWES COS INC COM 548661107 2,646 15,951 SH   SOLE   14,612 0 1,339
MEDIFAST INC COM 58470H101 2,431 14,784 SH   SOLE   13,500 0 1,284
MERCK & CO. INC COM 58933Y105 836 10,081 SH   SOLE   8,500 0 1,581
MERITAGE HOMES CORP COM 59001A102 549 4,969 SH   SOLE   3,700 0 1,269
MICROSOFT CORP COM 594918104 2,828 13,445 SH   SOLE   12,635 0 810
MSCI INC COM 55354G100 908 2,544 SH   SOLE   1,981 0 563
NEW YORK TIMES CO CL A 650111107 2,167 50,635 SH   SOLE   47,600 0 3,035
NEWMONT CORP COM 651639106 1,852 29,191 SH   SOLE   28,739 0 452
NOVOCURE LTD ORD SHS G6674U108 560 5,032 SH   SOLE   3,800 0 1,232
NVIDIA CORPORATION COM 67066G104 3,102 5,732 SH   SOLE   5,311 0 421
PRICE T ROWE GROUP INC COM 74144T108 201 1,565 SH   SOLE   0 0 1,565
PRIMERICA INC COM 74164M108 812 7,173 SH   SOLE   6,100 0 1,073
PROCTER AND GAMBLE CO COM 742718109 2,081 14,974 SH   SOLE   14,000 0 974
PROGRESSIVE CORP COM 743315103 247 2,604 SH   SOLE   348 0 2,256
PROVIDENCE SVC CORP COM 743815102 964 10,371 SH   SOLE   8,189 0 2,182
QUIDEL CORP COM 74838J101 1,832 8,349 SH   SOLE   7,500 0 849
RENT A CTR INC NEW COM 76009N100 2,830 94,674 SH   SOLE   87,590 0 7,084
RH COM 74967X103 202 528 SH   SOLE   0 0 528
SCOTTS MIRACLE GRO CO CL A 810186106 917 5,995 SH   SOLE   4,713 0 1,282
STERIS PLC SHS USD G8473T100 2,973 16,873 SH   SOLE   15,680 0 1,193
SYNOPSYS INC COM 871607107 3,085 14,419 SH   SOLE   13,357 0 1,062
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,004 12,131 SH   SOLE   11,300 0 831
TARGET CORP COM 87612E106 2,265 14,391 SH   SOLE   12,979 0 1,412
TEMPUR SEALY INTL INC COM 88023U101 211 2,366 SH   SOLE   0 0 2,366
TESLA INC COM 88160R101 1,209 2,818 SH   SOLE   2,500 0 318
TIFFANY & CO NEW COM 886547108 1,487 12,836 SH   SOLE   12,800 0 36
TOOTSIE ROLL INDS INC COM 890516107 575 18,600 SH   SOLE   18,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,616 9,615 SH   SOLE   8,930 0 685
WERNER ENTERPRISES INC COM 950755108 1,897 45,174 SH   SOLE   42,100 0 3,074
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,089 11,236 SH   SOLE   10,423 0 813
WILLIAMS SONOMA INC COM 969904101 2,750 30,405 SH   SOLE   28,364 0 2,041
WORKDAY INC CL A 98138H101 1,727 8,029 SH   SOLE   7,100 0 929
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,665 10,555 SH   SOLE   9,813 0 742