0000897378-22-000004.txt : 20220802 0000897378-22-000004.hdr.sgml : 20220802 20220802113838 ACCESSION NUMBER: 0000897378-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CONGRESS ASSET MANAGEMENT CO /MA CENTRAL INDEX KEY: 0000897378 IRS NUMBER: 042848965 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03434 FILM NUMBER: 221127525 BUSINESS ADDRESS: STREET 1: 2 SEAPORT LN STREET 2: 5TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-737-1566 MAIL ADDRESS: STREET 1: 2 SEAPORT LANE STREET 2: 5TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000897378 XXXXXXXX 06-30-2022 06-30-2022 CONGRESS ASSET MANAGEMENT CO /MA

2 SEAPORT LANE 5TH FLOOR BOSTON MA 02210

13F HOLDINGS REPORT 028-03434 N Bryce Moody 617-428-4319 Bryce Moody Boston MA 08-02-2022 0 5856 10447349 false INFORMATION TABLE 2 June2022.xml 3M Co Com COM 88579Y101 253 1956 SH SOLE 1756 0 200 Abbott Laboratories COM 002824100 79827 734720 SH SOLE 694365 12850 27505 Abbvie Inc COM 00287Y109 15902 103827 SH SOLE 103140 0 687 Abiomed Inc COM 003654100 7620 30786 SH SOLE 14173 16115 498 Acadia Healthcare Company Inc COM 00404A109 6620 97890 SH SOLE 97890 0 0 Accenture Plc Ireland Shs Clas COM G1151C101 111371 401121 SH SOLE 339050 47632 14439 Activision Blizzard Inc COM 00507V109 445 5715 SH SOLE 5715 0 0 Adobe Systems Inc COM 00724F101 85393 233277 SH SOLE 215418 9142 8717 Advanced Drainage Systems Inc COM 00790R104 8435 93653 SH SOLE 92753 0 900 Aflac Inc COM 001055102 326 5887 SH SOLE 5887 0 0 Air Products & Chemicals Inc COM 009158106 8695 36159 SH SOLE 33525 2159 475 Akamai Technologies Inc COM 00971T101 87917 962632 SH SOLE 890228 1975 70429 Align Technology Inc COM 016255101 24160 102084 SH SOLE 24870 77014 200 Allete Inc COM 018522300 923 15697 SH SOLE 15697 0 0 Allstate Corp COM 020002101 10877 85832 SH SOLE 85557 0 275 Alphabet Inc Cl A COM 02079K305 254058 116580 SH SOLE 111370 2896 2314 Alphabet Inc Cl C COM 02079K107 406892 186012 SH SOLE 5552 179950 510 Alteryx Inc COM 02156B103 3151 65073 SH SOLE 65073 0 0 Amazon.Com Inc COM 023135106 87875 827373 SH SOLE 779761 21576 26036 American Campus Communities In COM 024835100 3278 50848 SH SOLE 50848 0 0 American Equity Invt Life Hld COM 025676206 1604 43859 SH SOLE 43859 0 0 American Software Inc Class A COM 029683109 12678 784534 SH SOLE 779568 0 4966 American Tower Corp COM 03027X100 1591 6224 SH SOLE 6224 0 0 Ameris Bancorp COM 03076K108 13552 337279 SH SOLE 334761 0 2518 Ametek Inc New COM 031100100 8166 74310 SH SOLE 63327 10483 500 Amgen Inc COM 031162100 13168 54124 SH SOLE 53914 0 210 AMN Healthcare Services Inc COM 001744101 17312 157798 SH SOLE 156602 0 1196 Amphenol Corp COM 032095101 11902 184878 SH SOLE 143924 39919 1035 Analog Devices Inc COM 032654105 13168 90138 SH SOLE 89478 0 660 ANSYS Inc COM 03662Q105 884 3693 SH SOLE 2444 0 1249 Apple Hospitality REIT Inc COM 03784Y200 3849 262339 SH SOLE 262339 0 0 Apple Inc COM 037833100 186677 1365395 SH SOLE 1255009 67693 42693 Asbury Automotive Group Inc COM 043436104 125060 738514 SH SOLE 661439 24792 52283 Atea Pharmaceuticals Inc COM 04683R106 1236 174043 SH SOLE 174043 0 0 AtriCure Inc Com COM 04963C209 2343 57337 SH SOLE 57337 0 0 Autodesk Inc COM 052769106 23743 138074 SH SOLE 48099 89320 655 Automatic Data Processing Inc COM 053015103 1441 6860 SH SOLE 6060 0 800 Avery Dennison Corp COM 053611109 1820 11245 SH SOLE 11230 0 15 Avid Technology Inc COM 05367P100 13775 530831 SH SOLE 496672 30401 3758 Azek Co Inc Class A COM 05478C105 1032 61670 SH SOLE 61600 0 70 Azenta Inc COM 114340102 88193 1223208 SH SOLE 1126845 12218 84145 Badger Meter Inc COM 056525108 405 5002 SH SOLE 5002 0 0 Balchem Corp COM 057665200 14009 107974 SH SOLE 105949 1181 844 Bancorp Inc COM 05969A105 3885 199016 SH SOLE 199016 0 0 Bank of America Corporation COM 060505104 52337 1681232 SH SOLE 1606857 1837 72538 Bank Ozk Com COM 06417N103 2000 53282 SH SOLE 53282 0 0 Bankunited Inc Com COM 06652K103 6633 186464 SH SOLE 186464 0 0 Banner Corp Com COM 06652V208 1325 23581 SH SOLE 23581 0 0 Becton Dickinson & Co COM 075887109 739 2999 SH SOLE 2899 0 100 Berkshire Hathaway Inc COM 084670702 654 2394 SH SOLE 2069 0 325 BJ Wholesale Club COM 05550J101 2363 37920 SH SOLE 37875 0 45 Black Hills Corp Com COM 092113109 4455 61222 SH SOLE 61222 0 0 Booking Holdings Inc COM 09857L108 116971 66879 SH SOLE 2514 64343 22 Boot Barn Holdings Inc COM 099406100 14378 208644 SH SOLE 207316 0 1328 Booz Allen Hamilton Hldg Corp COM 099502106 127090 1406482 SH SOLE 1170556 158230 77696 Boston Beer Company Inc Class COM 100557107 306 1010 SH SOLE 1010 0 0 Brandywine Rlty Tr Sh Ben Int COM 105368203 1791 185790 SH SOLE 185790 0 0 Broadcom Inc COM 11135F101 50282 103502 SH SOLE 15461 87638 403 Broadridge Financial Solutions COM 11133T103 19321 135540 SH SOLE 134136 704 700 Brookline Bancorp Inc COM 11373M107 3140 235935 SH SOLE 235935 0 0 Bruker Corporation COM 116794108 1774 28266 SH SOLE 28231 0 35 Burlington Stores Inc COM 122017106 65063 477595 SH SOLE 428895 17134 31566 Byrna Technologies Inc COM 12448X201 1494 173970 SH SOLE 173970 0 0 Cactus Inc Cl A COM 127203107 2192 54430 SH SOLE 54365 0 65 Canadian National Railway Co COM 136375102 548 4876 SH SOLE 3491 0 1385 Canadian Pac Ry Ltd COM 13645T100 7574 108448 SH SOLE 104534 1382 2532 Caterpillar Inc COM 149123101 99076 554238 SH SOLE 468870 65980 19388 Cathay Gen Bancorp COM 149150104 5911 150994 SH SOLE 150994 0 0 CDW Corporation COM 12514G108 2119 13452 SH SOLE 13437 0 15 Central Garden & Pet Co Cl A N COM 153527205 5839 145940 SH SOLE 145940 0 0 Century Aluminum Company COM 156431108 1363 184937 SH SOLE 184937 0 0 ChampionX Corporation COM 15872M104 6049 304752 SH SOLE 262424 40328 2000 Charles River Laboratories Int COM 159864107 98802 461755 SH SOLE 396534 33096 32125 Chevron Corp COM 166764100 57120 394532 SH SOLE 383611 0 10921 Choice Hotels Intl Inc COM 169905106 2012 18026 SH SOLE 18011 0 15 Church & Dwight Co COM 171340102 114402 1234646 SH SOLE 1114597 25674 94375 Churchill Downs Inc COM 171484108 6309 32940 SH SOLE 28095 4030 815 Ciena Corp Com COM 171779309 145239 3178104 SH SOLE 2920694 75299 182111 Cintas Corp COM 172908105 45080 120687 SH SOLE 63488 56077 1122 Cisco Sys Inc COM 17275R102 10510 246473 SH SOLE 245773 0 700 Clarus Corp COM 18270P109 13004 684794 SH SOLE 679047 0 5747 Clearway Energy Inc Cl C COM 18539C204 5729 164425 SH SOLE 164425 0 0 CME Group Inc COM 12572Q105 85852 419404 SH SOLE 379250 24887 15267 Cno Finl Group Inc Com COM 12621E103 1720 95070 SH SOLE 95070 0 0 CNX Resources Corporation COM 12653C108 3960 240578 SH SOLE 240578 0 0 Cognex Corporation COM 192422103 312 7344 SH SOLE 1944 0 5400 Cohen & Steers Inc COM 19247A100 9913 155896 SH SOLE 154467 0 1429 Colgate-Palmolive Co COM 194162103 11373 141911 SH SOLE 141111 0 800 Comfort Systems USA Inc COM 199908104 16291 195926 SH SOLE 194632 0 1294 Commercial Metals Company COM 201723103 2133 64438 SH SOLE 64438 0 0 CONMED Corporation COM 207410101 12490 130428 SH SOLE 129473 0 955 Cooper Cos Inc COM 216648402 96836 309262 SH SOLE 266061 22309 20892 Copart Inc. COM 217204106 132502 1219419 SH SOLE 930783 214013 74623 Core Laboratories NV COM N22717107 10066 508129 SH SOLE 504541 0 3588 Costar Group Inc COM 22160N109 951 15743 SH SOLE 155 15588 0 Costco Wholesale Corp COM 22160K105 164497 343217 SH SOLE 267932 64558 10727 Crane Holdings Co COM 224441105 3930 44887 SH SOLE 35746 7765 1376 Cross Country Healthcare Inc COM 227483104 6854 329058 SH SOLE 329058 0 0 Crown Castle International Cor COM 22822V101 13106 77834 SH SOLE 77093 0 741 Curtiss Wright Corp COM 231561101 1488 11267 SH SOLE 11252 0 15 Cvr Energy Inc Com COM 12662P108 2389 71314 SH SOLE 71314 0 0 CVS Health Corporation COM 126650100 303 3275 SH SOLE 3275 0 0 Cyberark Software Ltd COM M2682V108 1732 13532 SH SOLE 13397 0 135 Danaher Corporation COM 235851102 439 1730 SH SOLE 1695 0 35 Darden Restaurants Inc COM 237194105 69948 618348 SH SOLE 589430 3404 25514 Deere & Co COM 244199105 14152 47258 SH SOLE 25855 21220 183 Descartes Systems Group Inc COM 249906108 511 8236 SH SOLE 8236 0 0 Dexcom Inc. COM 252131107 11661 156454 SH SOLE 70524 84186 1744 DHT Holdings Inc COM Y2065G121 2565 418444 SH SOLE 418444 0 0 Diodes Inc COM 254543101 96343 1492077 SH SOLE 1375630 2558 113889 Dollar General Corp COM 256677105 15540 63315 SH SOLE 62992 0 323 Dominion Energy Inc COM 25746U109 285 3570 SH SOLE 3570 0 0 Dover Corp COM 260003108 66194 545611 SH SOLE 517197 7034 21380 Dynavax Technologies Corp COM 268158201 2474 196541 SH SOLE 196541 0 0 e l f Beauty Inc COM 26856L103 22137 721549 SH SOLE 716874 0 4675 Eaton Corp COM G29183103 63319 502573 SH SOLE 433575 48287 20711 Ebix Inc Com New COM 278715206 2178 128890 SH SOLE 128890 0 0 Editas Medicine Inc COM 28106W103 935 79065 SH SOLE 79065 0 0 Edwards Lifesciences Corp COM 28176E108 8583 90264 SH SOLE 86299 3194 771 Eli Lilly and Company COM 532457108 93943 289743 SH SOLE 247951 32194 9598 Emcor Group Inc Com COM 29084Q100 6200 60218 SH SOLE 60218 0 0 Emerson Electric Co COM 291011104 519 6520 SH SOLE 6520 0 0 Enphase Energy Inc COM 29355A107 5132 26284 SH SOLE 23849 0 2435 EnPro Industries Inc COM 29355X107 8618 105187 SH SOLE 59389 44410 1388 Entegris Inc COM 29362U104 148860 1615758 SH SOLE 1472418 49956 93384 Envista Holdings Corp COM 29415F104 6429 166805 SH SOLE 141402 22033 3370 EOG Res Inc COM 26875P101 20249 183347 SH SOLE 173734 8138 1475 Equinix Inc COM 29444U700 5365 8165 SH SOLE 7968 0 197 Estee Lauder Companies Cl A COM 518439104 21101 82857 SH SOLE 61327 19917 1613 Ethan Allen Interiors Inc COM 297602104 205 10127 SH SOLE 10127 0 0 Etsy Inc COM 29786A106 61665 842303 SH SOLE 767021 28858 46424 Expeditors International COM 302130109 10164 104287 SH SOLE 91 104196 0 Exponent Inc COM 30214U102 1782 19483 SH SOLE 19458 0 25 Exxon Mobil Corp COM 30231G102 1740 20323 SH SOLE 19973 0 350 Fair Isaac Corp COM 303250104 26374 65787 SH SOLE 18623 47014 150 Federated Hermes Inc Class B COM 314211103 1368 43036 SH SOLE 43036 0 0 First Rep Bk San Francisco Cal COM 33616C100 185435 1285960 SH SOLE 1136765 78736 70459 Floor & Decor Holdings Inc Cla COM 339750101 71495 1135556 SH SOLE 1047263 6219 82074 Fnb Corp Pa Com COM 302520101 1638 150859 SH SOLE 150859 0 0 Fortinet Inc COM 34959E109 18378 324808 SH SOLE 260505 58738 5565 Freeport-McMoran Inc COM 35671D857 65546 2240112 SH SOLE 2130668 18510 90934 FTI Consulting Inc COM 302941109 36323 200848 SH SOLE 193154 5991 1703 FuelCell Energy Inc COM 35952H601 650 173391 SH SOLE 173391 0 0 Garmin Ltd COM H2906T109 6975 70988 SH SOLE 42242 28271 475 Generac Hldgs Inc COM 368736104 110506 524771 SH SOLE 449851 42692 32228 Getty Realty Corp COM 374297109 3445 130005 SH SOLE 130005 0 0 Glacier Bencorp Inc COM 37637Q105 1897 40005 SH SOLE 39955 0 50 Global Payments Inc. COM 37940X102 6614 59777 SH SOLE 39501 19951 325 Goldman Sachs Group Inc COM 38141G104 11143 37515 SH SOLE 20965 16325 225 Group 1 Automotive Inc COM 398905109 4939 29087 SH SOLE 29087 0 0 Gxo Logistics Incorporated COM 36262G101 1587 36675 SH SOLE 35275 0 1400 Hannon Armstrong Sustainable I COM 41068X100 1251 33056 SH SOLE 33056 0 0 Hanover Insurance Group Inc COM 410867105 2608 17829 SH SOLE 17829 0 0 Heartland Financial USA Inc COM 42234Q102 372 8963 SH SOLE 8963 0 0 Hecla Mng Co Com COM 422704106 2920 744827 SH SOLE 744827 0 0 HEICO Corporation COM 422806109 10397 79297 SH SOLE 59102 19767 428 Helen Of Troy Ltd COM G4388N106 1545 9511 SH SOLE 9418 0 93 Highwoods Pptys Inc Com COM 431284108 807 23593 SH SOLE 23593 0 0 Home Depot Inc COM 437076102 109983 401004 SH SOLE 379928 7702 13374 Homestreet Inc Com COM 43785V102 5908 170401 SH SOLE 170401 0 0 Honeywell International Inc COM 438516106 11046 63552 SH SOLE 61499 1497 556 Horizon Therapeutics Plc COM G46188101 126375 1584445 SH SOLE 1402348 72682 109415 Huntington Ingalls Industries COM 446413106 7661 35173 SH SOLE 2784 32389 0 ICF International Inc COM 44925C103 14761 155375 SH SOLE 154100 0 1275 IDACORP Inc COM 451107106 1758 16601 SH SOLE 16601 0 0 IDEX Corp Com COM 45167R104 106987 589040 SH SOLE 521111 27138 40791 Idexx Labs Corp COM 45168D104 3510 10008 SH SOLE 7496 2347 165 Ii Vi Inc Com COM 902104108 1860 36511 SH SOLE 36511 0 0 Illinois Tool Works Inc COM 452308109 11013 60428 SH SOLE 59848 0 580 Illumina Incorporated COM 452327109 436 2363 SH SOLE 1746 617 0 Inari Medical Inc COM 45332Y109 13720 201789 SH SOLE 200326 0 1463 Independence Rlty Tr Inc Com COM 45378A106 2445 117937 SH SOLE 117937 0 0 InMode Ltd COM M5425M103 326 14568 SH SOLE 315 14253 0 Installed Building Products In COM 45780R101 2456 29537 SH SOLE 28904 0 633 Insulet Corporation COM 45784P101 1714 7865 SH SOLE 7855 0 10 Integer Holdings Corporation COM 45826H109 13471 190649 SH SOLE 189226 0 1423 Intel Corp COM 458140100 337 9011 SH SOLE 7786 0 1225 Intercontinental Exchange Inc COM 45866F104 362 3847 SH SOLE 3547 0 300 Intuit Inc COM 461202103 73879 191675 SH SOLE 181661 2801 7213 JetBlue Airways Corporation COM 477143101 3100 370359 SH SOLE 370359 0 0 Johnson & Johnson Com COM 478160104 17236 97096 SH SOLE 91206 4064 1826 Jounce Therapeutics Inc COM 481116101 1640 541127 SH SOLE 541127 0 0 JPMorgan Chase & Co COM 46625H100 16812 149293 SH SOLE 103710 44888 695 Keysight Technologies Inc COM 49338L103 109658 795489 SH SOLE 731277 5903 58309 Kinder Morgan Inc COM 49456B101 184 11000 SH SOLE 11000 0 0 Kulicke & Soffa Inds Inc Com COM 501242101 7171 167502 SH SOLE 167502 0 0 L3Harris Technologies Inc COM 502431109 2243 9279 SH SOLE 408 8837 34 Lam Research Corporation COM 512807108 201 471 SH SOLE 274 0 197 Lamb Weston Holdings Inc COM 513272104 519 7261 SH SOLE 7261 0 0 Lantheus Holdings Inc COM 516544103 27304 413507 SH SOLE 387324 24071 2112 LCI Inds Com COM 50189K103 5688 50843 SH SOLE 50843 0 0 Lemaitre Vascular Inc COM 525558201 662 14534 SH SOLE 14534 0 0 Lendingtree Inc COM 52603B107 3865 88207 SH SOLE 72205 15792 210 Lpl Finl Hldgs Inc Com COM 50212V100 2598 14084 SH SOLE 13869 0 215 Lululemon Athletica Inc Com COM 550021109 77962 285982 SH SOLE 246547 29473 9962 M/I Homes Inc COM 55305B101 4925 124172 SH SOLE 124172 0 0 Marketaxess Hldgs Inc COM 57060D108 1231 4807 SH SOLE 4800 0 7 Marriot Intl Inc New CL A COM 571903202 446 3277 SH SOLE 3277 0 0 Martin Marietta Materials Inc COM 573284106 21505 71865 SH SOLE 63901 7520 444 Masco Corporation COM 574599106 100801 1992107 SH SOLE 1834723 8448 148936 Mastercard Inc. CL-A COM 57636Q104 9571 30337 SH SOLE 28943 1089 305 Matador Res Co COM 576485205 7092 152228 SH SOLE 152228 0 0 McCormick & Co. - non voting s COM 579780206 117583 1412411 SH SOLE 1206584 99495 106332 Mcdonalds Corp COM 580135101 11163 45216 SH SOLE 44826 0 390 Medpace Holdings Inc COM 58506Q109 15814 105659 SH SOLE 104805 0 854 Merck & Company Inc COM 58933Y105 12842 140857 SH SOLE 140357 0 500 Meta Platforms Inc COM 30303M102 235 1458 SH SOLE 1458 0 0 Mettler Toledo International C COM 592688105 124068 108001 SH SOLE 95006 5484 7511 Microsoft Corp COM 594918104 141332 550294 SH SOLE 529258 1334 19702 Monolithic Power Systems Inc COM 609839105 147680 384544 SH SOLE 296802 64840 22902 Moody's Corporation COM 615369105 4080 15000 SH SOLE 15000 0 0 Neogen Corporation COM 640491106 11859 492263 SH SOLE 489299 0 2964 Neurocrine Biosciences Inc COM 64125C109 104678 1073842 SH SOLE 991069 18475 64298 Nextera Energy Inc Com COM 65339F101 20617 266164 SH SOLE 206809 51509 7846 Nike Inc Cl B COM 654106103 15586 152507 SH SOLE 148696 2636 1175 Norfolk Southn Corp COM 655844108 12056 53042 SH SOLE 52802 0 240 Northrop Grumman Corp COM 666807102 451 943 SH SOLE 569 0 374 Novanta Inc COM 67000B104 13620 112315 SH SOLE 110621 0 1694 NVIDIA Corp COM 67066G104 66673 439822 SH SOLE 384960 40226 14636 Nxp Semiconductors N V Com COM N6596X109 69802 471542 SH SOLE 449875 1871 19796 Ofg Bancorp Com COM 67103X102 1893 74540 SH SOLE 74540 0 0 Old Dominion Freight Lines Inc COM 679580100 59879 233645 SH SOLE 183502 42524 7619 Omnicell Inc COM 68213N109 15223 133831 SH SOLE 121790 11225 816 Onto Innovation Inc COM 683344105 24130 345996 SH SOLE 304951 38665 2380 Oracle Corporation COM 68389X105 209 2990 SH SOLE 2990 0 0 OReilly Automotive Inc COM 67103H107 81704 129328 SH SOLE 104300 20655 4373 Pacira Biosciences Inc COM 695127100 2433 41726 SH SOLE 41726 0 0 Papa Johns International Inc COM 698813102 1542 18459 SH SOLE 18439 0 20 Patrick Industries Inc COM 703343103 1899 36640 SH SOLE 36640 0 0 Paycom Software Inc COM 70432V102 165280 590033 SH SOLE 511476 47133 31424 PayPal Holdings Inc COM 70450Y103 6389 91480 SH SOLE 73343 15407 2730 Penn Natl Gaming Inc COM 707569109 991 32576 SH SOLE 150 32426 0 Penumbra Inc COM 70975L107 4182 33585 SH SOLE 21738 11185 662 PepsiCo Inc COM 713448108 85226 511374 SH SOLE 468721 23845 18808 Perficient Inc COM 71375U101 14659 159881 SH SOLE 158870 0 1011 Pfizer Inc COM 717081103 424 8080 SH SOLE 8080 0 0 PGT Innovations Inc COM 69336V101 10499 630963 SH SOLE 626225 0 4738 Pioneer Natural Resources Comp COM 723787107 108444 486124 SH SOLE 421179 44332 20613 Plexus Corp COM 729132100 1112 14168 SH SOLE 14168 0 0 Pool Corp COM 73278L105 130543 371675 SH SOLE 300585 48339 22751 Portland Gen Elec Co Com New COM 736508847 4912 101640 SH SOLE 101640 0 0 PotlatchDeltic Corporation COM 737630103 4864 110069 SH SOLE 110069 0 0 Power Integrations Inc COM 739276103 13986 186452 SH SOLE 183874 0 2578 Prestige Consumer Healthcare I COM 74112D101 3219 54747 SH SOLE 54707 0 40 Procter & Gamble Company COM 742718109 90281 627867 SH SOLE 540608 62628 24631 Progressive Corp Ohio Com COM 743315103 1185 10191 SH SOLE 9872 0 319 Progyny Inc COM 74340E103 11232 386631 SH SOLE 384047 0 2584 PS Business Parks Inc COM 69360J107 2634 14075 SH SOLE 14075 0 0 PTC Inc COM 69370C100 1871 17596 SH SOLE 17571 0 25 Qualcomm Inc COM 747525103 265 2077 SH SOLE 2077 0 0 Qualys Inc COM 74758T303 132474 1050212 SH SOLE 914171 70955 65086 Quanta Svcs Inc Com COM 74762E102 58739 468638 SH SOLE 450158 0 18480 R1 RCM Inc COM 77634L105 6541 312064 SH SOLE 292991 10481 8592 Rada Electronic Industries LTD COM M81863124 5733 620498 SH SOLE 580780 31216 8502 Range Resources Corp COM 75281A109 6301 254570 SH SOLE 254570 0 0 Ranger Oil Corporation Class A COM 70788V102 11350 345313 SH SOLE 342859 0 2454 Raymond James Financial Inc COM 754730109 117678 1316157 SH SOLE 1197870 13774 104513 Raytheon Technologies Corp Com COM 75513E101 252 2620 SH SOLE 2320 0 300 Repligen Corporation COM 759916109 3184 19604 SH SOLE 11249 8342 13 Resmed Inc Com COM 761152107 118978 567563 SH SOLE 505161 23624 38778 Revolve Group Inc. Class A COM 76156B107 10502 405315 SH SOLE 402681 0 2634 Rockwell Automation Inc COM 773903109 9593 48129 SH SOLE 35198 12566 365 Roper Industries Inc COM 776696106 78346 198521 SH SOLE 176764 14448 7309 RPM International Inc COM 749685103 9619 122187 SH SOLE 121787 0 400 Ruth's Hospitality Group Inc COM 783332109 2355 144856 SH SOLE 144856 0 0 S&P Global Inc COM 78409V104 20099 59631 SH SOLE 3989 54313 1329 Saia Inc COM 78709Y105 90335 480508 SH SOLE 407030 40432 33046 salesforce.com inc COM 79466L302 6552 39697 SH SOLE 36942 2465 290 Sandy Spring Bancorp Inc Com COM 800363103 6676 170863 SH SOLE 170863 0 0 Sealed Air Corp COM 81211K100 418 7249 SH SOLE 7199 0 50 Sensata Technologies Holdings COM G8060N102 4150 100465 SH SOLE 66876 31232 2357 Servicenow Inc COM 81762P102 82818 174163 SH SOLE 136870 30788 6505 Sherwin Williams COM 824348106 83490 372872 SH SOLE 341782 17668 13422 Shyft Group Inc COM 825698103 12605 678068 SH SOLE 674803 0 3265 Simon Property Group Inc COM 828806109 10774 113508 SH SOLE 52353 60755 400 Simply Good Foods Co Com COM 82900L102 22007 582646 SH SOLE 579479 0 3167 Simpson Manufacturing Co Inc COM 829073105 12789 127111 SH SOLE 126214 0 897 Simulations Plus Inc COM 829214105 5319 107817 SH SOLE 101014 5903 900 Skechers U S A Inc Cl A COM 830566105 5526 155313 SH SOLE 155313 0 0 Skyline Champion Corporation COM 830830105 13061 275422 SH SOLE 273346 0 2076 Skyworks Solutions Inc COM 83088M102 82774 893507 SH SOLE 812379 26256 54872 SM Energy Co COM 78454L100 3084 90195 SH SOLE 90195 0 0 Smuckers JM Co COM 832696405 565 4416 SH SOLE 3921 0 495 SOUTHERN CO COM COM 842587107 1008 14140 SH SOLE 13540 0 600 Southwest Airlines Co COM 844741108 305 8440 SH SOLE 8440 0 0 Spire Inc Com COM 84857L101 4914 66081 SH SOLE 66081 0 0 SPS Commerce Inc Com COM 78463M107 107993 955265 SH SOLE 857536 31112 66617 STAG Industrial Inc COM 85254J102 4548 147294 SH SOLE 147294 0 0 Steris Plc Shs Usd COM G8473T100 121126 587564 SH SOLE 532625 11543 43396 Stryker Corporation COM 863667101 83351 418995 SH SOLE 369845 34471 14679 Summit Materials Inc Cl A COM 86614U100 12469 535381 SH SOLE 522271 7593 5517 Sun Communities Inc COM 866674104 104914 658343 SH SOLE 581551 31730 45062 Supernus Pharmaceuticals Inc COM 868459108 13926 481542 SH SOLE 477757 0 3785 Synopsys Inc COM 871607107 104784 345024 SH SOLE 286523 43103 15398 T Rowe Price Group Inc. COM 74144T108 13713 120705 SH SOLE 120330 0 375 Take Two Interactive COM 874054109 79569 649381 SH SOLE 604903 1307 43171 Target Corp Com COM 87612E106 4981 35271 SH SOLE 34896 0 375 TE Connectivity LTD COM H84989104 10353 91502 SH SOLE 91202 0 300 Tech Target Inc COM 87874R100 13029 198243 SH SOLE 196902 0 1341 Teledyne Technologies Inc Com COM 879360105 107393 286297 SH SOLE 248296 16867 21134 Teleflex Inc COM 879369106 7530 30629 SH SOLE 16082 14137 410 Telephone Data Sys Inc Com COM 879433829 6016 381015 SH SOLE 381015 0 0 Teradyne Inc COM 880770102 336 3750 SH SOLE 3750 0 0 Terreno Realty Corporation COM 88146M101 4532 81329 SH SOLE 81294 0 35 Texas Roadhouse Inc COM 882681109 304 4149 SH SOLE 4149 0 0 The Coca Cola Company COM 191216100 331 5265 SH SOLE 5265 0 0 Thermo Fisher Scientific Inc. COM 883556102 3823 7036 SH SOLE 6052 0 984 TJX Companies Inc COM 872540109 1521 27234 SH SOLE 24024 0 3210 Tractor Supply Company COM 892356106 25426 131164 SH SOLE 117681 12871 612 Trade Desk Inc Cl A COM 88339J105 2343 55941 SH SOLE 50921 0 5020 Trimble Inc COM 896239100 106012 1820578 SH SOLE 1592018 111393 117167 Trinet Group COM 896288107 3834 49392 SH SOLE 49392 0 0 Tronox Holdings Plc Shs COM G9087Q102 4122 245372 SH SOLE 245372 0 0 Turning Point Therapeutics Inc COM 90041T108 5275 70100 SH SOLE 70100 0 0 Ultra Clean Holdings Inc COM 90385V107 12296 413031 SH SOLE 410517 0 2514 Umb Finl Corp Com COM 902788108 6579 76409 SH SOLE 76409 0 0 Union Pacific Corp COM 907818108 8750 41026 SH SOLE 40089 937 0 United Parcel Service Inc Cl B COM 911312106 10686 58541 SH SOLE 58091 0 450 United Rentals Inc COM 911363109 24678 101594 SH SOLE 26161 74723 710 UnitedHealth Group Inc COM 91324P102 139937 272447 SH SOLE 240515 23748 8184 Vail Resorts Inc COM 91879Q109 11839 54294 SH SOLE 10338 43519 437 Valley Natl Bancorp Com COM 919794107 2540 244034 SH SOLE 244034 0 0 Valmont Industries Inc COM 920253101 16232 72259 SH SOLE 71758 0 501 Valvoline Inc COM 92047W101 1873 64967 SH SOLE 64967 0 0 Varonis Systems Inc COM 922280102 5491 187285 SH SOLE 147487 38548 1250 Veeva Sys Inc COM 922475108 6458 32612 SH SOLE 31546 876 190 Verizon Communications Inc Com COM 92343V104 10678 210407 SH SOLE 209632 0 775 Vertex Pharmaceuticals Inc COM 92532F100 5404 19179 SH SOLE 512 18386 281 Vicor Corp Com COM 925815102 9362 171055 SH SOLE 169633 0 1422 Virtu Finl Corp Conn COM 928254101 5339 228063 SH SOLE 228063 0 0 Visa Inc COM 92826C839 105145 534031 SH SOLE 504639 9552 19840 Walmart Inc COM 931142103 538 4421 SH SOLE 4221 0 200 Walt Disney Co COM 254687106 9357 99118 SH SOLE 41302 57541 275 Washington Fed Inc Com COM 938824109 6297 209766 SH SOLE 209766 0 0 Webster Finl Coup Conn Com COM 947890109 1192 28280 SH SOLE 28280 0 0 Werner Enterprises Inc COM 950755108 6102 158325 SH SOLE 158265 0 60 West Pharmaceutical Services I COM 955306105 102201 338001 SH SOLE 309648 2741 25612 Williams-Sonoma Inc COM 969904101 100603 906742 SH SOLE 793415 52327 61000 Wingstop Inc COM 974155103 739 9890 SH SOLE 9890 0 0 Wintrust Finl Corp Com COM 97650W108 7153 89244 SH SOLE 89244 0 0 Wsfs Finl Corp Com COM 929328102 1283 32009 SH SOLE 32009 0 0 Zebra Technologies Corp- Cl A COM 989207105 96715 329017 SH SOLE 286106 22714 20197 Zoetis Inc COM 98978V103 115114 669696 SH SOLE 586900 58338 24458 Global X Fds Us Infr Dev Etf COM 37954Y673 1990 87392 SH SOLE 87392 0 0 Invesco Optimum Yield Diversif COM 46090F100 4508 249866 SH SOLE 249866 0 0 iShares Core S&P 500 COM 464287200 633 1670 SH SOLE 1670 0 0 iShares Core S&P Small-Cap COM 464287804 3151 34094 SH SOLE 34094 0 0 iShares Core US REIT COM 464288521 8012 150042 SH SOLE 150042 0 0 iShares MSCI Pacific ex Japan COM 464286665 3063 73558 SH SOLE 73558 0 0 iShares Russell 3000 Index Fun COM 464287689 204 940 SH SOLE 940 0 0 iShares Russell MidCap Growth COM 464287481 26390 333118 SH SOLE 329532 0 3586 iShares S&P Midcap 400/Grwth COM 464287606 614 9628 SH SOLE 9205 0 423 iShares S&P Preferred Stock In COM 464288687 6632 201700 SH SOLE 201700 0 0 iShares Tr Msci Eafe Etf COM 464287465 1806 28901 SH SOLE 10270 0 18631 iShares Tr Russ 1000 Grw ETF COM 464287614 46622 213180 SH SOLE 206904 0 6276 SPDR S&P 500 ETF Trust COM 78462F103 3517 9323 SH SOLE 8302 0 1021 SPDR S&P Midcap 400 ETF COM 78467Y107 304 735 SH SOLE 539 0 196 SPDR S&P Regional Banking ETF COM 78464A698 2850 49056 SH SOLE 49056 0 0 VanEck Fallen Angel High Yield COM 92189F437 8200 303465 SH SOLE 303465 0 0 Vanguard FTSE All-World ex-US COM 922042718 2853 27638 SH SOLE 27638 0 0 Vanguard FTSE Emerging Markets COM 922042858 4886 117305 SH SOLE 90267 0 27038 Vanguard Mid Cap ETF COM 922908629 217 1100 SH SOLE 1100 0 0 Vanguard Mid Cap Growth ETF COM 922908538 617 3519 SH SOLE 3519 0 0 Vanguard Utilities ETF COM 92204A876 7281 47790 SH SOLE 47790 0 0 Nestle S A Sponsored Adr COM 641069406 9934 85337 SH SOLE 85037 0 300 WNS (Holdings) Limited Sponsor COM 92932M101 15693 210253 SH SOLE 208593 0 1660