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
CIMPRESS PLC SHS EURO G2143T103 694 5,520 SH   SOLE   0 0 5,520
ASGN INC COM 00191U102 5,580 78,628 SH   SOLE   0 0 78,628
ALIGN TECHNOLOGY INC COM 016255101 13,214 47,355 SH   SOLE   0 0 47,355
ANSYS INC COM 03662Q105 14,401 55,945 SH   SOLE   0 0 55,945
BALCHEM CORP COM 057665200 902 8,880 SH   SOLE   0 0 8,880
CABLE ONE INC COM 12685J105 744 500 SH   SOLE   0 0 500
CARLISLE COS INC COM 142339100 12,424 76,765 SH   SOLE   0 0 76,765
CHARLES RIV LABS INTL INC COM 159864107 9,926 64,975 SH   SOLE   0 0 64,975
CHEMED CORP NEW COM 16359R103 795 1,810 SH   SOLE   0 0 1,810
COLUMBIA SPORTSWEAR CO COM 198516106 860 8,580 SH   SOLE   0 0 8,580
COMMUNITY BK SYS INC COM 203607106 856 12,070 SH   SOLE   0 0 12,070
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,423 26,379 SH   SOLE   0 0 26,379
FRONTDOOR INC COM 35905A109 9,169 193,350 SH   SOLE   0 0 193,350
GARTNER INC COM 366651107 13,409 87,015 SH   SOLE   0 0 87,015
HENRY JACK & ASSOC INC COM 426281101 11,238 77,145 SH   SOLE   0 0 77,145
HEXCEL CORP NEW COM 428291108 12,147 165,688 SH   SOLE   0 0 165,688
IPG PHOTONICS CORP COM 44980X109 6,882 47,490 SH   SOLE   0 0 47,490
IMAX CORP COM 45245E109 1,410 69,025 SH   SOLE   0 0 69,025
INSPERITY INC COM 45778Q107 539 6,260 SH   SOLE   0 0 6,260
INSTALLED BLDG PRODS INC COM 45780R101 937 13,600 SH   SOLE   0 0 13,600
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 861 6,670 SH   SOLE   0 0 6,670
INTUIT COM 461202103 10,179 38,860 SH   SOLE   0 0 38,860
KEMPER CORP COM 488401100 1,211 15,620 SH   SOLE   0 0 15,620
KINSALE CAP GROUP INC COM 49714P108 7,564 74,405 SH   SOLE   0 0 74,405
OLD NATL BANCORP IND COM 680033107 562 30,740 SH   SOLE   0 0 30,740
RPM INTL INC COM 749685103 1,107 14,425 SH   SOLE   0 0 14,425
S&P GLOBAL INC COM 78409V104 11,435 41,880 SH   SOLE   0 0 41,880
SIGNATURE BK NEW YORK N Y COM 82669G104 12,034 88,090 SH   SOLE   0 0 88,090
STONEX GROUP INC COM 861896108 1,045 21,400 SH   SOLE   0 0 21,400
TRANSUNION COM 89400J107 12,321 143,925 SH   SOLE   0 0 143,925
VALMONT INDS INC COM 920253101 319 2,130 SH   SOLE   0 0 2,130
WINMARK CORP COM 974250102 857 4,320 SH   SOLE   0 0 4,320