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
ABBVIE INC COM 00287Y109 1,918 17,723 SH   SOLE   16,200 0 1,523
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 232 840 SH   SOLE   0 0 840
ACTIVISION BLIZZARD INC COM 00507V109 531 5,706 SH   SOLE   5,317 0 389
ADOBE SYSTEMS INCORPORATED COM 00724F101 381 801 SH   SOLE   800 0 1
AGCO CORP COM 001084102 3,022 21,034 SH   SOLE   19,152 0 1,882
AMEDISYS INC COM 023436108 354 1,338 SH   SOLE   794 0 544
ANSYS INC COM 03662Q105 8,322 24,508 SH   SOLE   22,474 0 2,034
AON PLC SHS CL A G0403H108 786 3,416 SH   SOLE   3,416 0 0
APPLIED MATLS INC COM 038222105 1,403 10,503 SH   SOLE   10,018 0 485
AUTOMATIC DATA PROCESSING IN COM 053015103 377 2,002 SH   SOLE   1,874 0 128
AUTOZONE INC COM 053332102 5,846 4,163 SH   SOLE   3,300 0 863
AVERY DENNISON CORP COM 053611109 482 2,624 SH   SOLE   0 0 2,624
B2GOLD CORP COM 11777Q209 1,708 396,200 SH   SOLE   396,200 0 0
BOX INC CL A 10316T104 609 26,522 SH   SOLE   24,148 0 2,374
BRUNSWICK CORP COM 117043109 1,159 12,155 SH   SOLE   11,271 0 884
CACI INTL INC CL A 127190304 5,413 21,947 SH   SOLE   20,311 0 1,636
CANADIAN PAC RY LTD COM 13645T100 2,596 6,844 SH   SOLE   6,844 0 0
CASEYS GEN STORES INC COM 147528103 3,472 16,059 SH   SOLE   16,059 0 0
CATALENT INC COM 148806102 464 4,404 SH   SOLE   4,146 0 258
CHECK POINT SOFTWARE TECH LT ORD M22465104 797 7,120 SH   SOLE   7,120 0 0
COSTCO WHSL CORP NEW COM 22160K105 973 2,760 SH   SOLE   0 0 2,760
D R HORTON INC COM 23331A109 257 2,881 SH   SOLE   2,250 0 631
DANAHER CORPORATION COM 235851102 1,864 8,280 SH   SOLE   7,566 0 714
DECKERS OUTDOOR CORP COM 243537107 14,752 44,646 SH   SOLE   41,205 0 3,441
EDWARDS LIFESCIENCES CORP COM 28176E108 1,387 16,586 SH   SOLE   16,568 0 18
ENTEGRIS INC COM 29362U104 795 7,114 SH   SOLE   6,731 0 383
EPAM SYS INC COM 29414B104 2,959 7,460 SH   SOLE   0 0 7,460
ESCO TECHNOLOGIES INC COM 296315104 1,426 13,093 SH   SOLE   12,412 0 681
ETSY INC COM 29786A106 622 3,086 SH   SOLE   1,385 0 1,701
EVERTEC INC COM 30040P103 379 10,178 SH   SOLE   10,178 0 0
EXLSERVICE HOLDINGS INC COM 302081104 586 6,500 SH   SOLE   6,500 0 0
FACTSET RESH SYS INC COM 303075105 5,231 16,952 SH   SOLE   14,273 0 2,679
FASTENAL CO COM 311900104 2,471 49,138 SH   SOLE   42,987 0 6,151
FEDERAL SIGNAL CORP COM 313855108 339 8,863 SH   SOLE   0 0 8,863
FIRSTSERVICE CORP NEW COM 33767E202 1,608 10,850 SH   SOLE   10,850 0 0
FLOWERS FOODS INC COM 343498101 358 15,049 SH   SOLE   13,687 0 1,362
FORTUNE BRANDS HOME & SEC IN COM 34964C106 809 8,442 SH   SOLE   7,735 0 707
GARMIN LTD SHS H2906T109 2,748 20,845 SH   SOLE   18,996 0 1,849
HCA HEALTHCARE INC COM 40412C101 10,787 57,274 SH   SOLE   52,261 0 5,013
HELEN OF TROY LTD COM G4388N106 2,426 11,517 SH   SOLE   10,567 0 950
HERSHEY CO COM 427866108 551 3,486 SH   SOLE   3,486 0 0
HOLOGIC INC COM 436440101 700 9,408 SH   SOLE   8,689 0 719
HOME DEPOT INC COM 437076102 1,195 3,915 SH   SOLE   3,600 0 315
HUBSPOT INC COM 443573100 2,372 5,222 SH   SOLE   4,775 0 447
ICON PLC SHS G4705A100 2,807 14,293 SH   SOLE   13,300 0 993
IDEXX LABS INC COM 45168D104 3,295 6,734 SH   SOLE   6,372 0 362
JOHNSON & JOHNSON COM 478160104 1,437 8,744 SH   SOLE   8,032 0 712
KANSAS CITY SOUTHERN COM NEW 485170302 405 1,534 SH   SOLE   0 0 1,534
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,640 18,410 SH   SOLE   16,787 0 1,623
KLA CORP COM NEW 482480100 4,019 12,164 SH   SOLE   11,155 0 1,009
L3HARRIS TECHNOLOGIES INC COM 502431109 404 1,995 SH   SOLE   1,727 0 268
LANDSTAR SYS INC COM 515098101 473 2,867 SH   SOLE   1,367 0 1,500
LINDE PLC SHS G5494J103 1,101 3,929 SH   SOLE   3,147 0 782
LITHIA MTRS INC CL A 536797103 6,123 15,696 SH   SOLE   14,417 0 1,279
LOWES COS INC COM 548661107 487 2,560 SH   SOLE   2,031 0 529
MCCORMICK & CO INC COM NON VTG 579780206 1,498 16,806 SH   SOLE   15,547 0 1,259
METTLER TOLEDO INTERNATIONAL COM 592688105 13,149 11,378 SH   SOLE   10,377 0 1,001
MICROSOFT CORP COM 594918104 270 1,144 SH   SOLE   732 0 412
MOODYS CORP COM 615369105 1,802 6,035 SH   SOLE   5,100 0 935
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,180 32,702 SH   SOLE   30,000 0 2,702
NEW YORK TIMES CO CL A 650111107 1,386 27,376 SH   SOLE   26,839 0 537
NEWMONT CORP COM 651639106 344 5,707 SH   SOLE   5,280 0 427
OREILLY AUTOMOTIVE INC COM 67103H107 5,872 11,576 SH   SOLE   10,951 0 625
PRICE T ROWE GROUP INC COM 74144T108 903 5,265 SH   SOLE   4,300 0 965
PRIMERICA INC COM 74164M108 3,036 20,539 SH   SOLE   18,904 0 1,635
PROCTER AND GAMBLE CO COM 742718109 449 3,319 SH   SOLE   1,050 0 2,269
REPLIGEN CORP COM 759916109 9,010 46,344 SH   SOLE   42,879 0 3,465
RITCHIE BROS AUCTIONEERS COM 767744105 1,755 29,972 SH   SOLE   29,972 0 0
S&P GLOBAL INC COM 78409V104 3,647 10,335 SH   SOLE   8,669 0 1,666
SALESFORCE COM INC COM 79466L302 2,564 12,101 SH   SOLE   11,048 0 1,053
SEAGEN INC COM 81181C104 1,486 10,700 SH   SOLE   10,700 0 0
SEAGEN INC COM 81181C104 428 3,084 SH   SOLE   2,910 0 174
SHERWIN WILLIAMS CO COM 824348106 1,919 2,600 SH   SOLE   2,600 0 0
SNAP ON INC COM 833034101 2,656 11,510 SH   SOLE   11,500 0 10
SPS COMM INC COM 78463M107 1,232 12,409 SH   SOLE   11,819 0 590
STEPAN CO COM 858586100 1,530 12,037 SH   SOLE   11,186 0 851
STERIS PLC SHS USD G8473T100 2,772 14,554 SH   SOLE   13,434 0 1,120
SYNOPSYS INC COM 871607107 2,242 9,050 SH   SOLE   9,050 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 983 5,564 SH   SOLE   4,340 0 1,224
TELEDYNE TECHNOLOGIES INC COM 879360105 11,860 28,671 SH   SOLE   22,618 0 6,053
TEMPUR SEALY INTL INC COM 88023U101 598 16,348 SH   SOLE   14,500 0 1,848
TETRA TECH INC NEW COM 88162G103 2,167 15,965 SH   SOLE   14,821 0 1,144
THERMO FISHER SCIENTIFIC INC COM 883556102 7,818 17,131 SH   SOLE   15,775 0 1,356
TRACTOR SUPPLY CO COM 892356106 3,369 19,024 SH   SOLE   19,003 0 21
TRANE TECHNOLOGIES PLC SHS G8994E103 2,303 13,911 SH   SOLE   13,900 0 11
TTEC HLDGS INC COM 89854H102 1,890 18,811 SH   SOLE   14,275 0 4,536
VEEVA SYS INC CL A COM 922475108 1,066 4,082 SH   SOLE   1,700 0 2,382
VERISK ANALYTICS INC COM 92345Y106 661 3,739 SH   SOLE   3,150 0 589
VERIZON COMMUNICATIONS INC COM 92343V104 205 3,523 SH   SOLE   3,500 0 23
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,796 40,363 SH   SOLE   37,391 0 2,972
WHIRLPOOL CORP COM 963320106 3,654 16,583 SH   SOLE   15,226 0 1,357
WORKDAY INC CL A 98138H101 1,095 4,407 SH   SOLE   3,937 0 470