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
A.O. Smith Corporation COM 04544X300 20,033 328,035 SH   SOLE   3,720 0 324,315
Abbott Laboratories COM 002824100 7,446 63,035 SH   SOLE   835 0 62,200
AbbVie, Inc. COM 00287Y109 5,377 49,850 SH   SOLE   350 0 49,500
Adobe Inc. COM 00724F101 63,830 110,870 SH   SOLE   470 0 110,400
Air Products and Chemicals, Inc. COM 009158106 56,438 220,365 SH   SOLE   995 0 219,370
Alcon, Inc. ORD SHS H01301128 48,941 608,190 SH   SOLE   2,990 0 605,200
Alphabet Inc. CAP STK CL A 02079K107 162,624 61,015 SH   SOLE   235 0 60,780
Altra Industrial Motion Corp. COM 02208R106 6,833 123,445 SH   SOLE   1,565 0 121,880
Amazon.com, Inc. COM 023135106 65,914 20,065 SH   SOLE   65 0 20,000
American Eagle Outfitters, Inc. COM 02553E106 7,009 271,685 SH   SOLE   1,685 0 270,000
AMETEK, Inc. COM 031100100 15,953 128,645 SH   SOLE   1,095 0 127,550
Analog Devices, Inc. COM 032654105 11,461 68,435 SH   SOLE   805 0 67,630
Anaplan, Inc. COM 03272L108 11,709 192,290 SH   SOLE   1,630 0 190,660
Aon plc SHS CL A G0403H108 79,580 278,475 SH   SOLE   915 0 277,560
Apple, Inc. COM 037833100 121,545 858,975 SH   SOLE   3,135 0 855,840
Applied Materials, Inc. COM 038222105 20,717 160,930 SH   SOLE   830 0 160,100
AptarGroup, Inc. COM 038336103 18,861 158,030 SH   SOLE   1,965 0 156,065
Arthur J. Gallagher & Co. COM 363576109 327 2,200 SH   SOLE   300 0 1,900
AT&T Inc. COM 00206R102 3,183 117,840 SH   SOLE   840 0 117,000
AtriCure, Inc. COM 038336103 6,257 89,965 SH   SOLE   1,125 0 88,840
Avery Dennison Corporation COM 053611109 7,550 36,435 SH   SOLE   535 0 35,900
AZEK Company Inc. CL A 05478C105 6,912 189,205 SH   SOLE   2,400 0 186,805
Bandwidth Inc. COM CL A 05988J103 5,954 65,955 SH   SOLE   835 0 65,120
Beacon Roofing Supply, Inc. COM 073685109 7,546 158,000 SH   SOLE   2,010 0 155,990
Best Buy Co., Inc. COM 086516101 2,131 20,155 SH   SOLE   155 0 20,000
BJ's Wholesale Club, Inc. COM 05550J101 19,171 349,076 SH   SOLE   2,930 0 346,146
BlackLine, Inc. COM 09239B109 6,751 57,180 SH   SOLE   715 0 56,465
BlackRock, Inc. COM 09247X101 5,866 6,995 SH   SOLE   45 0 6,950
Blackstone Group Inc. COM 122017106 337 2,900 SH   SOLE   300 0 2,600
Boston Scientific Corporation COM 101137107 48,683 1,121,980 SH   SOLE   4,980 0 1,117,000
Bristol-Myers Squibb Company COM 110122108 34,132 576,840 SH   SOLE   1,840 0 575,000
Broadcom Inc. COM 11135F101 7,567 15,605 SH   SOLE   105 0 15,500
Broadridge Financial Solutions, Inc. COM 11133T103 19,758 118,565 SH   SOLE   1,020 0 117,545
Brown & Brown, Inc. COM 115236101 9,545 172,145 SH   SOLE   2,145 0 170,000
Builders FirstSource, Inc. COM 12008R107 9,597 185,494 SH   SOLE   2,331 0 183,163
Burlington Stores, Inc. COM 122017106 17,172 60,555 SH   SOLE   510 0 60,045
Cadence Design Systems, Inc. COM 127387108 38,081 251,460 SH   SOLE   920 0 250,540
CarMax, Inc. COM 143130102 16,200 126,600 SH   SOLE   1,425 0 125,175
Carriage Services, Inc. COM 143905107 6,578 147,515 SH   SOLE   1,770 0 145,745
CBRE Group, Inc. CL A 12504L109 66,424 682,255 SH   SOLE   3,910 0 678,345
CDW Corporation COM 12514G108 21,665 119,025 SH   SOLE   995 0 118,030
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 401 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107 21,333 51,695 SH   SOLE   445 0 51,250
Charles Schwab Corporation (The) COM 808513105 66,241 909,405 SH   SOLE   4,405 0 905,000
Chevron Corporation COM 166764100 10,524 103,740 SH   SOLE   740 0 103,000
Chipotle Mexican Grill, Inc. COM 169656105 8,670 4,770 SH   SOLE   40 0 4,730
Chubb Limited COM H1467J104 58,280 335,945 SH   SOLE   1,645 0 334,300
Cintas Corporation COM 172908105 83,899 220,405 SH   SOLE   710 0 219,695
Cisco Systems, Inc. COM 17275R102 11,216 206,060 SH   SOLE   1,860 0 204,200
Citizens Financial Group, Inc. COM 174610105 19,242 409,577 SH   SOLE   3,425 0 406,152
Citrix Systems, Inc. COM 177376100 2,705 25,195 SH   SOLE   195 0 25,000
CMS Energy Corporation COM 125896100 5,365 89,825 SH   SOLE   625 0 89,200
Coca-Cola Company (The) COM 191216100 55,641 1,060,435 SH   SOLE   5,235 0 1,055,200
Cohen & Steers, Inc. COM 19247A100 15,354 183,285 SH   SOLE   2,750 0 180,535
Comcast Corporation CL A 20030N101 30,855 551,680 SH   SOLE   1,680 0 550,000
ConocoPhillips COM 20825C104 10,273 151,580 SH   SOLE   1,080 0 150,500
Constellation Brands, Inc. CL A 21036P108 55,248 262,225 SH   SOLE   1,200 0 261,025
Construction Partners, Inc. COM CL A 21044C107 9,393 281,488 SH   SOLE   3,510 0 277,978
Cooper Companies, Inc. (The) COM 216648402 15,956 38,605 SH   SOLE   325 0 38,280
Copart, Inc. COM 217204106 54,561 393,320 SH   SOLE   1,275 0 392,045
Costco Wholesale Corporation COM 22160K105 47,332 105,335 SH   SOLE   335 0 105,000
Coupa Software, Inc. COM 22266L106 1,070 4,880 SH   SOLE   50 0 4,830
Covetrus, Inc. COM 22304C100 6,408 353,230 SH   SOLE   4,375 0 348,855
CVS Health Corporation COM 126650100 7,836 92,335 SH   SOLE   1,335 0 91,000
CyberArk Software Ltd. SHS M2682V108 19,346 122,585 SH   SOLE   1,205 0 121,380
CyrusOne Inc. COM 23283R100 13,987 180,689 SH   SOLE   2,300 0 178,389
Descartes Systems Group, Inc. COM 249906108 13,341 164,180 SH   SOLE   2,020 0 162,160
DexCom, Inc. COM 252131107 54,918 100,425 SH   SOLE   515 0 99,910
Digital Realty Trust, Inc. COM 253868103 5,922 40,996 SH   SOLE   284 0 40,712
Dominion Energy, Inc. COM 25746U109 5,986 81,980 SH   SOLE   1,280 0 80,700
Domino's Pizza, Inc. COM 25754A201 13,903 29,150 SH   SOLE   250 0 28,900
Dorman Products, Inc. COM 258278100 7,862 83,050 SH   SOLE   1,050 0 82,000
DuPont de Nemours, Inc. COM 26614N102 8,595 126,415 SH   SOLE   915 0 125,500
Eaton Corp. Plc SHS G29183103 6,540 43,800 SH   SOLE   300 0 43,500
Eli Lilly and Company COM 532457108 42,260 182,905 SH   SOLE   830 0 182,075
Emerson Electric Co. COM 291011104 6,659 70,695 SH   SOLE   495 0 70,200
Enterprise Products Partners L.P. COM 293792107 39,631 1,831,380 SH   SOLE   5,980 0 1,825,400
ePlus inc. COM 294268107 9,352 91,140 SH   SOLE   1,140 0 90,000
Equinix, Inc. COM PAR $0.001 29444U700 8,233 10,420 SH   SOLE   170 0 10,250
EVERTEC, Inc. COM 30040P103 9,874 215,960 SH   SOLE   2,750 0 213,210
ExlService Holdings, Inc. COM 302081104 10,245 83,210 SH   SOLE   1,360 0 81,850
Exponent, Inc. COM 30214U102 9,097 80,395 SH   SOLE   1,000 0 79,395
Facebook, Inc. CL A 30303M102 49,364 145,450 SH   SOLE   450 0 145,000
Fastenal Co. COM 311900104 67,261 1,303,260 SH   SOLE   6,245 0 1,297,015
First Horizon National Corporation COM 320517105 29,449 1,807,807 SH   SOLE   18,715 0 1,789,092
Fiserv, Inc. COM 337738108 69,579 641,285 SH   SOLE   2,795 0 638,490
FleetCor Technologies, Inc. COM 339041105 17,782 68,060 SH   SOLE   570 0 67,490
Fortive Corporation COM 34959J108 61,705 874,375 SH   SOLE   4,620 0 869,755
Fortune Brands Home & Security, Inc. COM 34964C106 18,908 211,455 SH   SOLE   2,370 0 209,085
Gartner, Inc. COM 366651107 19,391 63,810 SH   SOLE   550 0 63,260
GCP Applied Technologies Inc. COM 36164Y101 6,239 284,605 SH   SOLE   3,605 0 281,000
Genuine Parts Company COM 372460105 6,940 57,250 SH   SOLE   750 0 56,500
Glacier Bancorp, Inc. COM 37637Q105 5,661 102,270 SH   SOLE   1,270 0 101,000
Global Payments Inc. COM 37940X102 57,469 364,698 SH   SOLE   1,595 0 363,103
Globus Medical Inc. CL A 379577208 13,787 179,940 SH   SOLE   1,540 0 178,400
Graco Inc. COM 384109104 13,522 193,255 SH   SOLE   1,730 0 191,525
Hologic, Inc. COM 436440101 16,396 222,140 SH   SOLE   1,855 0 220,285
Home Depot, Inc. (The) COM 437076102 90,147 274,620 SH   SOLE   1,155 0 273,465
Honeywell International Inc. COM 438516106 63,470 298,990 SH   SOLE   1,390 0 297,600
Huntington Bancshares Incorporated COM 446150104 77 5,000 SH   SOLE   0 0 5,000
i3 Verticals, Inc. - Class A COM CL A 46571Y107 7,729 319,255 SH   SOLE   4,055 0 315,200
IAA, Inc. COM 449253103 22,368 409,900 SH   SOLE   5,100 0 404,800
ICF International, Inc. COM 44925C103 7,958 89,125 SH   SOLE   1,125 0 88,000
ICON plc SHS G4705A100 2,217 8,460 SH   SOLE   65 0 8,395
IDEX Corporation COM 45167R104 14,617 70,630 SH   SOLE   605 0 70,025
IHS Markit Ltd. SHS 451734107 47 400 SH   SOLE   0 0 400
Illinois Tool Works Inc. COM 452308109 56,509 273,480 SH   SOLE   1,385 0 272,095
InMode Ltd. SHS M5425M103 9,180 57,575 SH   SOLE   805 0 56,770
Insulet Corporation COM 45784P101 9,378 32,995 SH   SOLE   280 0 32,715
Intercontinental Exchange, Inc. COM 45866F104 52,415 456,495 SH   SOLE   1,495 0 455,000
International Business Machines Corporation COM 459200101 8,185 58,915 SH   SOLE   415 0 58,500
IQVIA Holdings Inc. COM 46266C105 18,331 76,525 SH   SOLE   656 0 75,869
iShares Russell 2000 Value ETF RUS 2000 VAL ETF 464287630 5,635 35,170 SH   SOLE   0 0 35,170
J & J Snack Foods Corp. COM 466032109 6,421 42,015 SH   SOLE   540 0 41,475
Jack Henry & Associates, Inc. COM 426281101 13,899 84,717 SH   SOLE   715 0 84,002
Johnson & Johnson COM 478160104 54,479 337,330 SH   SOLE   1,730 0 335,600
JPMorgan Chase & Co. COM 46625H100 62,637 382,655 SH   SOLE   1,885 0 380,770
Juniper Networks, Inc. COM 48203R104 6,929 251,775 SH   SOLE   1,775 0 250,000
KAR Auction Services, Inc. COM 48238T109 7,139 435,560 SH   SOLE   5,515 0 430,045
KLA Corporation COM NEW 482480100 24,157 72,215 SH   SOLE   395 0 71,820
Knight Transportation, Inc. COM 499064103 9,100 177,910 SH   SOLE   3,610 0 174,300
L3Harris Technologies, Inc. COM 502431109 17,356 78,805 SH   SOLE   675 0 78,130
Laboratory Corporation of America Holdings COM NEW 50540R409 52,452 186,370 SH   SOLE   785 0 185,585
Lamb Weston Holdings, Inc. COM 513272104 14,538 236,891 SH   SOLE   2,030 0 234,861
Lattice Semiconductor Corporation COM 518415104 7,533 116,515 SH   SOLE   1,460 0 115,055
La-Z-Boy Incorporated COM 505336107 7,527 233,550 SH   SOLE   2,905 0 230,645
Lennox International Inc. COM 526107107 13,447 45,710 SH   SOLE   390 0 45,320
Leslie's, Inc. COM 527064109 6,406 311,885 SH   SOLE   3,805 0 308,080
LHC Group, Inc. COM 50187A107 6,349 40,460 SH   SOLE   505 0 39,955
Lincoln Electric Holdings, Inc. COM 533900106 5,264 40,870 SH   SOLE   670 0 40,200
LivaNova PLC SHS G5509L101 12,761 161,138 SH   SOLE   1,385 0 159,753
Marsh & McLennan Companies, Inc. COM 571748102 15 100 SH   SOLE   0 0 100
Marten Transport, Ltd. COM 573075108 7,002 446,272 SH   SOLE   5,623 0 440,649
Mastercard Incorporated CL A 57636Q104 62,852 180,775 SH   SOLE   775 0 180,000
McDonald's Corporation COM 580135101 43,616 180,895 SH   SOLE   795 0 180,100
Medtronic Public Limited Company SHS G5960L103 70,189 559,945 SH   SOLE   2,845 0 557,100
Merck & Co., Inc. COM 58933Y105 50,124 667,347 SH   SOLE   3,760 0 663,587
Mercury Systems, Inc. COM 589378108 1,540 32,470 SH   SOLE   395 0 32,075
Mettler-Toledo International Inc. COM 592688105 17,610 12,785 SH   SOLE   110 0 12,675
Microchip Technology Inc. COM 595017104 28,835 187,865 SH   SOLE   1,770 0 186,095
Microsoft Corporation COM 594918104 179,107 635,310 SH   SOLE   2,460 0 632,850
Mimecast Limted ORD SHS G14838109 8,040 126,415 SH   SOLE   1,535 0 124,880
Model N, Inc. COM 607525102 8,852 264,224 SH   SOLE   3,305 0 260,919
Mondelez International, Inc. CL A 609207105 47,174 810,830 SH   SOLE   4,030 0 806,800
Morningstar, Inc. COM 617700109 9,130 35,245 SH   SOLE   445 0 34,800
Murphy USA Inc. COM 626755102 11,600 69,355 SH   SOLE   855 0 68,500
Newell Brands Inc. COM 651229106 6,687 302,010 SH   SOLE   2,010 0 300,000
NexPoint Residential Trust, Inc. COM 65341D102 5,924 95,740 SH   SOLE   1,115 0 94,625
NextEra Energy, Inc. COM 65339F101 7,695 98,000 SH   SOLE   1,300 0 96,700
Nomad Foods Ltd. USD ORD SHS G6564A105 8,809 319,635 SH   SOLE   3,835 0 315,800
Nordson Corporation COM 655663102 18,719 78,600 SH   SOLE   670 0 77,930
Northern Trust Corporation COM 665859104 29,316 271,920 SH   SOLE   2,655 0 269,265
NuVasive, Inc. COM 670704105 7,425 124,060 SH   SOLE   1,560 0 122,500
NVIDIA Corporation COM 67066G104 66,509 321,050 SH   SOLE   1,050 0 320,000
Old Dominion Freight Line, Inc. COM 679580100 17,315 60,545 SH   SOLE   520 0 60,025
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 12,590 208,864 SH   SOLE   2,105 0 206,759
Omnicell, Inc. COM 68213N109 11,677 78,670 SH   SOLE   970 0 77,700
Onto Innovation, Inc. COM 683344105 7,641 105,760 SH   SOLE   1,330 0 104,430
O'Reilly Automotive, Inc. COM 67103H107 93,413 152,871 SH   SOLE   680 0 152,191
Ortho Clinical Diagnostics Holdings Plc ORD SHS G6829J107 5,270 285,160 SH   SOLE   3,475 0 281,685
Pacira Biosciences, Inc. COM 695127100 7,020 125,350 SH   SOLE   1,575 0 123,775
Palo Alto Networks, Inc. COM 697435105 78,166 163,185 SH   SOLE   880 0 162,305
Patrick Industries, Inc. COM 703343103 7,171 86,090 SH   SOLE   1,090 0 85,000
Paylocity Holding Corporation COM 70438V106 28,475 101,550 SH   SOLE   1,025 0 100,525
PayPal Holdings Inc. COM 70450Y103 32,040 123,130 SH   SOLE   335 0 122,795
PepsiCo, Inc. COM 713448108 15 100 SH   SOLE   0 0 100
PerkinElmer, Inc. COM 714046109 19,774 114,110 SH   SOLE   985 0 113,125
Petco Health and Wellness Company Inc. COM 71601V105 9,359 443,535 SH   SOLE   5,620 0 437,915
Philip Morris International Inc. COM 718172109 5,107 53,875 SH   SOLE   375 0 53,500
PNC Financial Services Group, Inc. COM 693475105 10,992 56,185 SH   SOLE   785 0 55,400
Power Integrations, Inc. COM 739276103 26,831 271,045 SH   SOLE   2,785 0 268,260
Prestige Brands Holdings, Inc. COM 74112D101 9,091 162,025 SH   SOLE   2,025 0 160,000
Proctor & Gamble Company (The) COM 742718109 7,588 54,275 SH   SOLE   775 0 53,500
PTC Inc. COM 69370C100 17,102 142,770 SH   SOLE   1,220 0 141,550
Q2 Holdings, Inc. COM 74736L109 6,878 85,825 SH   SOLE   1,075 0 84,750
Qualys, Inc. COM 74758T303 7,833 70,385 SH   SOLE   885 0 69,500
Rapid7 Inc. COM 753422104 8,202 72,570 SH   SOLE   885 0 71,685
Raymond James Financial, Inc. COM 754730109 29,042 314,721 SH   SOLE   3,404 0 311,317
Repay Holdings Corp. COM CL A 76029L100 8,341 362,180 SH   SOLE   4,520 0 357,660
Republic Services, Inc. COM 760759100 17,432 145,195 SH   SOLE   1,230 0 143,965
ResMed Inc. COM 761152107 17,375 65,925 SH   SOLE   560 0 65,365
RingCentral, Inc. CL A 76680R206 9,082 41,757 SH   SOLE   360 0 41,397
Ritchie Bros. Auctioneers Incorporated COM 767744105 9,993 162,065 SH   SOLE   2,065 0 160,000
Roper Technologies, Inc. COM 776696106 35,806 80,260 SH   SOLE   260 0 80,000
S&P Global Inc. COM 78409V104 68,208 160,530 SH   SOLE   530 0 160,000
SailPoint Technologies Holdings, Inc. COM 78781P105 4,234 98,750 SH   SOLE   1,250 0 97,500
salesforce.com, inc. COM 79466L302 49,382 182,075 SH   SOLE   840 0 181,235
Semtech Corporation COM 816850101 8,215 105,355 SH   SOLE   1,345 0 104,010
Service Corporation International COM 817565104 17,110 283,930 SH   SOLE   2,415 0 281,515
ServiceNow, Inc. COM 81762P102 47,134 75,745 SH   SOLE   245 0 75,500
Skyworks Solutions, Inc. COM 83088M102 75,397 457,560 SH   SOLE   2,025 0 455,535
Smith & Nephew plc SPDN ADR NEW 83175M205 16,929 492,990 SH   SOLE   3,675 0 489,315
SPS Commerce, Inc. COM 78463M107 8,533 52,900 SH   SOLE   660 0 52,240
Stanley Black & Decker Inc. COM 854502101 8,647 49,325 SH   SOLE   725 0 48,600
Starbucks Corporation COM 855244109 49,796 451,415 SH   SOLE   1,415 0 450,000
STERIS plc SHS USD G8473T100 17,317 84,770 SH   SOLE   720 0 84,050
Syneos Health, Inc. CL A 87166B102 10,071 115,125 SH   SOLE   1,425 0 113,700
Synopsys, Inc. COM 871607107 44,148 147,450 SH   SOLE   465 0 146,985
Sysco Corporation COM 871829107 10,118 128,895 SH   SOLE   1,695 0 127,200
Tactile Systems Technology, Inc. COM 87357P100 8,454 190,185 SH   SOLE   2,390 0 187,795
Tandem Diabetes Care, Inc. COM NEW 875372203 20,386 170,763 SH   SOLE   1,675 0 169,088
Target Corporation COM 87612E106 8,206 35,870 SH   SOLE   270 0 35,600
Teledyne Technologies Incorporated COM 879360105 13,452 31,315 SH   SOLE   270 0 31,045
Teleflex Incorporated COM 879369106 15,460 41,058 SH   SOLE   350 0 40,708
Tenable Holdings, Inc. COM 88025T102 7,877 170,725 SH   SOLE   2,140 0 168,585
Texas Instruments Incorporated COM 882508104 63,985 332,890 SH   SOLE   1,585 0 331,305
Thermo Fisher Scientific Inc. COM 883556102 100,582 176,049 SH   SOLE   700 0 175,349
TJX Companies, Inc. (The) COM 872540109 64,385 975,830 SH   SOLE   4,330 0 971,500
TransUnion COM 89400J107 27,255 242,675 SH   SOLE   2,080 0 240,595
Travel plus Leisure Co. COM 894164102 6,728 123,375 SH   SOLE   875 0 122,500
Truist Financial Corporation COM 89832Q109 50,954 868,775 SH   SOLE   3,575 0 865,200
Twilio Inc. - Class A CL A 90138F102 7,085 22,205 SH   SOLE   195 0 22,010
UFP Technologies, Inc. COM 902673102 5,944 96,507 SH   SOLE   1,215 0 95,292
Ulta Beauty, Inc. COM 903845303 70,903 196,450 SH   SOLE   1,070 0 195,380
UnitedHealth Group Incorporated COM 91324P102 54,981 140,710 SH   SOLE   660 0 140,050
US Foods Holding Corp. COM 912008109 62 1,800 SH   SOLE   0 0 1,800
Veeva Systems Inc. - Class A CL A COM 922475108 9,886 34,305 SH   SOLE   290 0 34,015
Verisk Analytics, Inc. COM 92345Y106 21,120 105,460 SH   SOLE   905 0 104,555
Verizon Communications Inc. COM 92343V104 7,588 140,495 SH   SOLE   995 0 139,500
Visa Inc. COM CL A 92826C839 92,739 416,335 SH   SOLE   1,335 0 415,000
Vocera Communicaitons, Inc. COM 92857F107 10,301 225,116 SH   SOLE   2,870 0 222,246
Vontier Corp. COM 928881101 30 880 SH   SOLE   0 0 880
Vulcan Material Company COM 929160109 18,023 106,545 SH   SOLE   905 0 105,640
W.P. Carey Inc. COM 92936U109 7,673 105,055 SH   SOLE   755 0 104,300
W.W. Grainger, Inc. COM 38267D109 4,552 11,580 SH   SOLE   80 0 11,500
Webster Financial Corporation COM 947890109 23,385 429,395 SH   SOLE   3,580 0 425,815
WEC Energy Group, Inc. COM 92939U106 3,064 34,735 SH   SOLE   735 0 34,000
Wendy's Company (The) COM 95058W100 9,125 420,885 SH   SOLE   4,265 0 416,620
Westinghouse Air Brake Technologies Corporation COM 929740108 17,203 199,547 SH   SOLE   1,725 0 197,822
Williams Companies, Inc. (The) COM 969457100 525 20,248 SH   SOLE   65 0 20,183
Wix.com Ltd. SHS M98068105 375 1,915 SH   SOLE   585 0 1,330
WNS (Holdings) Limited SPON ADR 92932M101 9,817 120,010 SH   SOLE   1,455 0 118,555
Workday, Inc. CL A 98138H101 40,741 163,035 SH   SOLE   535 0 162,500
Xilinx, Inc. COM 983919101 42,421 280,955 SH   SOLE   955 0 280,000
Zendesk, Inc. COM 98936J101 16,533 142,045 SH   SOLE   1,275 0 140,770