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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
A.O. Smith CorporationCOM04544X30020,033328,035SH SOLE 3,7200324,315
Abbott LaboratoriesCOM0028241007,44663,035SH SOLE 835062,200
AbbVie, Inc.COM00287Y1095,37749,850SH SOLE 350049,500
Adobe Inc.COM00724F10163,830110,870SH SOLE 4700110,400
Air Products and Chemicals, Inc.COM00915810656,438220,365SH SOLE 9950219,370
Alcon, Inc.ORD SHSH0130112848,941608,190SH SOLE 2,9900605,200
Alphabet Inc.CAP STK CL A02079K107162,62461,015SH SOLE 235060,780
Altra Industrial Motion Corp.COM02208R1066,833123,445SH SOLE 1,5650121,880
Amazon.com, Inc.COM02313510665,91420,065SH SOLE 65020,000
American Eagle Outfitters, Inc.COM02553E1067,009271,685SH SOLE 1,6850270,000
AMETEK, Inc.COM03110010015,953128,645SH SOLE 1,0950127,550
Analog Devices, Inc.COM03265410511,46168,435SH SOLE 805067,630
Anaplan, Inc.COM03272L10811,709192,290SH SOLE 1,6300190,660
Aon plcSHS CL AG0403H10879,580278,475SH SOLE 9150277,560
Apple, Inc.COM037833100121,545858,975SH SOLE 3,1350855,840
Applied Materials, Inc.COM03822210520,717160,930SH SOLE 8300160,100
AptarGroup, Inc.COM03833610318,861158,030SH SOLE 1,9650156,065
Arthur J. Gallagher & Co.COM3635761093272,200SH SOLE 30001,900
AT&T Inc.COM00206R1023,183117,840SH SOLE 8400117,000
AtriCure, Inc.COM0383361036,25789,965SH SOLE 1,125088,840
Avery Dennison CorporationCOM0536111097,55036,435SH SOLE 535035,900
AZEK Company Inc. CL A05478C1056,912189,205SH SOLE 2,4000186,805
Bandwidth Inc.COM CL A05988J1035,95465,955SH SOLE 835065,120
Beacon Roofing Supply, Inc.COM0736851097,546158,000SH SOLE 2,0100155,990
Best Buy Co., Inc.COM0865161012,13120,155SH SOLE 155020,000
BJ's Wholesale Club, Inc.COM05550J10119,171349,076SH SOLE 2,9300346,146
BlackLine, Inc.COM09239B1096,75157,180SH SOLE 715056,465
BlackRock, Inc.COM09247X1015,8666,995SH SOLE 4506,950
Blackstone Group Inc.COM1220171063372,900SH SOLE 30002,600
Boston Scientific CorporationCOM10113710748,6831,121,980SH SOLE 4,98001,117,000
Bristol-Myers Squibb CompanyCOM11012210834,132576,840SH SOLE 1,8400575,000
Broadcom Inc.COM11135F1017,56715,605SH SOLE 105015,500
Broadridge Financial Solutions, Inc.COM11133T10319,758118,565SH SOLE 1,0200117,545
Brown & Brown, Inc.COM1152361019,545172,145SH SOLE 2,1450170,000
Builders FirstSource, Inc.COM12008R1079,597185,494SH SOLE 2,3310183,163
Burlington Stores, Inc.COM12201710617,17260,555SH SOLE 510060,045
Cadence Design Systems, Inc.COM12738710838,081251,460SH SOLE 9200250,540
CarMax, Inc. COM14313010216,200126,600SH SOLE 1,4250125,175
Carriage Services, Inc.COM1439051076,578147,515SH SOLE 1,7700145,745
CBRE Group, Inc. CL A12504L10966,424682,255SH SOLE 3,9100678,345
CDW CorporationCOM12514G10821,665119,025SH SOLE 9950118,030
Cedar Fair, L.P.DEPOSITORY UNIT1501851064018,646SH SOLE 008,646
Charles River Laboratories International, Inc.COM15986410721,33351,695SH SOLE 445051,250
Charles Schwab Corporation (The)COM80851310566,241909,405SH SOLE 4,4050905,000
Chevron CorporationCOM16676410010,524103,740SH SOLE 7400103,000
Chipotle Mexican Grill, Inc.COM1696561058,6704,770SH SOLE 4004,730
Chubb LimitedCOMH1467J10458,280335,945SH SOLE 1,6450334,300
Cintas CorporationCOM17290810583,899220,405SH SOLE 7100219,695
Cisco Systems, Inc.COM17275R10211,216206,060SH SOLE 1,8600204,200
Citizens Financial Group, Inc.COM17461010519,242409,577SH SOLE 3,4250406,152
Citrix Systems, Inc.COM1773761002,70525,195SH SOLE 195025,000
CMS Energy CorporationCOM1258961005,36589,825SH SOLE 625089,200
Coca-Cola Company (The)COM19121610055,6411,060,435SH SOLE 5,23501,055,200
Cohen & Steers, Inc.COM19247A10015,354183,285SH SOLE 2,7500180,535
Comcast CorporationCL A20030N10130,855551,680SH SOLE 1,6800550,000
ConocoPhillipsCOM20825C10410,273151,580SH SOLE 1,0800150,500
Constellation Brands, Inc.CL A21036P10855,248262,225SH SOLE 1,2000261,025
Construction Partners, Inc.COM CL A21044C1079,393281,488SH SOLE 3,5100277,978
Cooper Companies, Inc. (The)COM21664840215,95638,605SH SOLE 325038,280
Copart, Inc.COM21720410654,561393,320SH SOLE 1,2750392,045
Costco Wholesale CorporationCOM22160K10547,332105,335SH SOLE 3350105,000
Coupa Software, Inc.COM22266L1061,0704,880SH SOLE 5004,830
Covetrus, Inc.COM22304C1006,408353,230SH SOLE 4,3750348,855
CVS Health CorporationCOM1266501007,83692,335SH SOLE 1,335091,000
CyberArk Software Ltd.SHSM2682V10819,346122,585SH SOLE 1,2050121,380
CyrusOne Inc. COM23283R10013,987180,689SH SOLE 2,3000178,389
Descartes Systems Group, Inc.COM24990610813,341164,180SH SOLE 2,0200162,160
DexCom, Inc.COM25213110754,918100,425SH SOLE 515099,910
Digital Realty Trust, Inc.COM2538681035,92240,996SH SOLE 284040,712
Dominion Energy, Inc.COM25746U1095,98681,980SH SOLE 1,280080,700
Domino's Pizza, Inc.COM25754A20113,90329,150SH SOLE 250028,900
Dorman Products, Inc.COM2582781007,86283,050SH SOLE 1,050082,000
DuPont de Nemours, Inc.COM26614N1028,595126,415SH SOLE 9150125,500
Eaton Corp. PlcSHSG291831036,54043,800SH SOLE 300043,500
Eli Lilly and CompanyCOM53245710842,260182,905SH SOLE 8300182,075
Emerson Electric Co.COM2910111046,65970,695SH SOLE 495070,200
Enterprise Products Partners L.P.COM29379210739,6311,831,380SH SOLE 5,98001,825,400
ePlus inc.COM2942681079,35291,140SH SOLE 1,140090,000
Equinix, Inc.COM PAR $0.00129444U7008,23310,420SH SOLE 170010,250
EVERTEC, Inc.COM30040P1039,874215,960SH SOLE 2,7500213,210
ExlService Holdings, Inc.COM30208110410,24583,210SH SOLE 1,360081,850
Exponent, Inc.COM30214U1029,09780,395SH SOLE 1,000079,395
Facebook, Inc.CL A30303M10249,364145,450SH SOLE 4500145,000
Fastenal Co.COM31190010467,2611,303,260SH SOLE 6,24501,297,015
First Horizon National CorporationCOM32051710529,4491,807,807SH SOLE 18,71501,789,092
Fiserv, Inc.COM33773810869,579641,285SH SOLE 2,7950638,490
FleetCor Technologies, Inc.COM33904110517,78268,060SH SOLE 570067,490
Fortive CorporationCOM34959J10861,705874,375SH SOLE 4,6200869,755
Fortune Brands Home & Security, Inc.COM34964C10618,908211,455SH SOLE 2,3700209,085
Gartner, Inc.COM36665110719,39163,810SH SOLE 550063,260
GCP Applied Technologies Inc.COM36164Y1016,239284,605SH SOLE 3,6050281,000
Genuine Parts CompanyCOM3724601056,94057,250SH SOLE 750056,500
Glacier Bancorp, Inc.COM37637Q1055,661102,270SH SOLE 1,2700101,000
Global Payments Inc.COM37940X10257,469364,698SH SOLE 1,5950363,103
Globus Medical Inc.CL A37957720813,787179,940SH SOLE 1,5400178,400
Graco Inc.COM38410910413,522193,255SH SOLE 1,7300191,525
Hologic, Inc.COM43644010116,396222,140SH SOLE 1,8550220,285
Home Depot, Inc. (The)COM43707610290,147274,620SH SOLE 1,1550273,465
Honeywell International Inc.COM43851610663,470298,990SH SOLE 1,3900297,600
Huntington Bancshares IncorporatedCOM446150104775,000SH SOLE 005,000
i3 Verticals, Inc. - Class ACOM CL A46571Y1077,729319,255SH SOLE 4,0550315,200
IAA, Inc.COM44925310322,368409,900SH SOLE 5,1000404,800
ICF International, Inc.COM44925C1037,95889,125SH SOLE 1,125088,000
ICON plcSHSG4705A1002,2178,460SH SOLE 6508,395
IDEX CorporationCOM45167R10414,61770,630SH SOLE 605070,025
IHS Markit Ltd.SHS45173410747400SH SOLE 00400
Illinois Tool Works Inc.COM45230810956,509273,480SH SOLE 1,3850272,095
InMode Ltd.SHSM5425M1039,18057,575SH SOLE 805056,770
Insulet CorporationCOM45784P1019,37832,995SH SOLE 280032,715
Intercontinental Exchange, Inc.COM45866F10452,415456,495SH SOLE 1,4950455,000
International Business Machines CorporationCOM4592001018,18558,915SH SOLE 415058,500
IQVIA Holdings Inc.COM46266C10518,33176,525SH SOLE 656075,869
iShares Russell 2000 Value ETFRUS 2000 VAL ETF4642876305,63535,170SH SOLE 0035,170
J & J Snack Foods Corp.COM4660321096,42142,015SH SOLE 540041,475
Jack Henry & Associates, Inc.COM42628110113,89984,717SH SOLE 715084,002
Johnson & JohnsonCOM47816010454,479337,330SH SOLE 1,7300335,600
JPMorgan Chase & Co.COM46625H10062,637382,655SH SOLE 1,8850380,770
Juniper Networks, Inc.COM48203R1046,929251,775SH SOLE 1,7750250,000
KAR Auction Services, Inc.COM48238T1097,139435,560SH SOLE 5,5150430,045
KLA CorporationCOM NEW48248010024,15772,215SH SOLE 395071,820
Knight Transportation, Inc.COM4990641039,100177,910SH SOLE 3,6100174,300
L3Harris Technologies, Inc.COM50243110917,35678,805SH SOLE 675078,130
Laboratory Corporation of America HoldingsCOM NEW50540R40952,452186,370SH SOLE 7850185,585
Lamb Weston Holdings, Inc.COM51327210414,538236,891SH SOLE 2,0300234,861
Lattice Semiconductor CorporationCOM5184151047,533116,515SH SOLE 1,4600115,055
La-Z-Boy IncorporatedCOM5053361077,527233,550SH SOLE 2,9050230,645
Lennox International Inc.COM52610710713,44745,710SH SOLE 390045,320
Leslie's, Inc.COM5270641096,406311,885SH SOLE 3,8050308,080
LHC Group, Inc.COM50187A1076,34940,460SH SOLE 505039,955
Lincoln Electric Holdings, Inc.COM5339001065,26440,870SH SOLE 670040,200
LivaNova PLCSHSG5509L10112,761161,138SH SOLE 1,3850159,753
Marsh & McLennan Companies, Inc.COM57174810215100SH SOLE 00100
Marten Transport, Ltd.COM5730751087,002446,272SH SOLE 5,6230440,649
Mastercard IncorporatedCL A57636Q10462,852180,775SH SOLE 7750180,000
McDonald's CorporationCOM58013510143,616180,895SH SOLE 7950180,100
Medtronic Public Limited CompanySHSG5960L10370,189559,945SH SOLE 2,8450557,100
Merck & Co., Inc.COM58933Y10550,124667,347SH SOLE 3,7600663,587
Mercury Systems, Inc.COM5893781081,54032,470SH SOLE 395032,075
Mettler-Toledo International Inc.COM59268810517,61012,785SH SOLE 110012,675
Microchip Technology Inc.COM59501710428,835187,865SH SOLE 1,7700186,095
Microsoft CorporationCOM594918104179,107635,310SH SOLE 2,4600632,850
Mimecast LimtedORD SHSG148381098,040126,415SH SOLE 1,5350124,880
Model N, Inc.COM6075251028,852264,224SH SOLE 3,3050260,919
Mondelez International, Inc.CL A60920710547,174810,830SH SOLE 4,0300806,800
Morningstar, Inc.COM6177001099,13035,245SH SOLE 445034,800
Murphy USA Inc.COM62675510211,60069,355SH SOLE 855068,500
Newell Brands Inc.COM6512291066,687302,010SH SOLE 2,0100300,000
NexPoint Residential Trust, Inc.COM65341D1025,92495,740SH SOLE 1,115094,625
NextEra Energy, Inc.COM65339F1017,69598,000SH SOLE 1,300096,700
Nomad Foods Ltd.USD ORD SHSG6564A1058,809319,635SH SOLE 3,8350315,800
Nordson CorporationCOM65566310218,71978,600SH SOLE 670077,930
Northern Trust CorporationCOM66585910429,316271,920SH SOLE 2,6550269,265
NuVasive, Inc.COM6707041057,425124,060SH SOLE 1,5600122,500
NVIDIA CorporationCOM67066G10466,509321,050SH SOLE 1,0500320,000
Old Dominion Freight Line, Inc.COM67958010017,31560,545SH SOLE 520060,025
Ollie's Bargain Outlet Holdings, Inc.COM68111610912,590208,864SH SOLE 2,1050206,759
Omnicell, Inc.COM68213N10911,67778,670SH SOLE 970077,700
Onto Innovation, Inc.COM6833441057,641105,760SH SOLE 1,3300104,430
O'Reilly Automotive, Inc.COM67103H10793,413152,871SH SOLE 6800152,191
Ortho Clinical Diagnostics Holdings PlcORD SHSG6829J1075,270285,160SH SOLE 3,4750281,685
Pacira Biosciences, Inc.COM6951271007,020125,350SH SOLE 1,5750123,775
Palo Alto Networks, Inc.COM69743510578,166163,185SH SOLE 8800162,305
Patrick Industries, Inc.COM7033431037,17186,090SH SOLE 1,090085,000
Paylocity Holding CorporationCOM70438V10628,475101,550SH SOLE 1,0250100,525
PayPal Holdings Inc.COM70450Y10332,040123,130SH SOLE 3350122,795
PepsiCo, Inc.COM71344810815100SH SOLE 00100
PerkinElmer, Inc.COM71404610919,774114,110SH SOLE 9850113,125
Petco Health and Wellness Company Inc.COM71601V1059,359443,535SH SOLE 5,6200437,915
Philip Morris International Inc.COM7181721095,10753,875SH SOLE 375053,500
PNC Financial Services Group, Inc.COM69347510510,99256,185SH SOLE 785055,400
Power Integrations, Inc. COM73927610326,831271,045SH SOLE 2,7850268,260
Prestige Brands Holdings, Inc. COM74112D1019,091162,025SH SOLE 2,0250160,000
Proctor & Gamble Company (The)COM7427181097,58854,275SH SOLE 775053,500
PTC Inc.COM69370C10017,102142,770SH SOLE 1,2200141,550
Q2 Holdings, Inc.COM74736L1096,87885,825SH SOLE 1,075084,750
Qualys, Inc.COM74758T3037,83370,385SH SOLE 885069,500
Rapid7 Inc.COM7534221048,20272,570SH SOLE 885071,685
Raymond James Financial, Inc. COM75473010929,042314,721SH SOLE 3,4040311,317
Repay Holdings Corp.COM CL A76029L1008,341362,180SH SOLE 4,5200357,660
Republic Services, Inc.COM76075910017,432145,195SH SOLE 1,2300143,965
ResMed Inc.COM76115210717,37565,925SH SOLE 560065,365
RingCentral, Inc.CL A76680R2069,08241,757SH SOLE 360041,397
Ritchie Bros. Auctioneers IncorporatedCOM7677441059,993162,065SH SOLE 2,0650160,000
Roper Technologies, Inc.COM77669610635,80680,260SH SOLE 260080,000
S&P Global Inc.COM78409V10468,208160,530SH SOLE 5300160,000
SailPoint Technologies Holdings, Inc.COM78781P1054,23498,750SH SOLE 1,250097,500
salesforce.com, inc.COM79466L30249,382182,075SH SOLE 8400181,235
Semtech CorporationCOM8168501018,215105,355SH SOLE 1,3450104,010
Service Corporation InternationalCOM81756510417,110283,930SH SOLE 2,4150281,515
ServiceNow, Inc.COM81762P10247,13475,745SH SOLE 245075,500
Skyworks Solutions, Inc. COM83088M10275,397457,560SH SOLE 2,0250455,535
Smith & Nephew plcSPDN ADR NEW83175M20516,929492,990SH SOLE 3,6750489,315
SPS Commerce, Inc.COM78463M1078,53352,900SH SOLE 660052,240
Stanley Black & Decker Inc.COM8545021018,64749,325SH SOLE 725048,600
Starbucks CorporationCOM85524410949,796451,415SH SOLE 1,4150450,000
STERIS plcSHS USDG8473T10017,31784,770SH SOLE 720084,050
Syneos Health, Inc.CL A87166B10210,071115,125SH SOLE 1,4250113,700
Synopsys, Inc.COM87160710744,148147,450SH SOLE 4650146,985
Sysco CorporationCOM87182910710,118128,895SH SOLE 1,6950127,200
Tactile Systems Technology, Inc.COM87357P1008,454190,185SH SOLE 2,3900187,795
Tandem Diabetes Care, Inc.COM NEW87537220320,386170,763SH SOLE 1,6750169,088
Target CorporationCOM87612E1068,20635,870SH SOLE 270035,600
Teledyne Technologies IncorporatedCOM87936010513,45231,315SH SOLE 270031,045
Teleflex IncorporatedCOM87936910615,46041,058SH SOLE 350040,708
Tenable Holdings, Inc.COM88025T1027,877170,725SH SOLE 2,1400168,585
Texas Instruments IncorporatedCOM88250810463,985332,890SH SOLE 1,5850331,305
Thermo Fisher Scientific Inc.COM883556102100,582176,049SH SOLE 7000175,349
TJX Companies, Inc. (The)COM87254010964,385975,830SH SOLE 4,3300971,500
TransUnionCOM89400J10727,255242,675SH SOLE 2,0800240,595
Travel plus Leisure Co.COM8941641026,728123,375SH SOLE 8750122,500
Truist Financial CorporationCOM89832Q10950,954868,775SH SOLE 3,5750865,200
Twilio Inc. - Class ACL A90138F1027,08522,205SH SOLE 195022,010
UFP Technologies, Inc.COM9026731025,94496,507SH SOLE 1,215095,292
Ulta Beauty, Inc.COM90384530370,903196,450SH SOLE 1,0700195,380
UnitedHealth Group IncorporatedCOM91324P10254,981140,710SH SOLE 6600140,050
US Foods Holding Corp.COM912008109621,800SH SOLE 001,800
Veeva Systems Inc. - Class ACL A COM9224751089,88634,305SH SOLE 290034,015
Verisk Analytics, Inc.COM92345Y10621,120105,460SH SOLE 9050104,555
Verizon Communications Inc.COM92343V1047,588140,495SH SOLE 9950139,500
Visa Inc.COM CL A92826C83992,739416,335SH SOLE 1,3350415,000
Vocera Communicaitons, Inc.COM92857F10710,301225,116SH SOLE 2,8700222,246
Vontier Corp.COM92888110130880SH SOLE 00880
Vulcan Material CompanyCOM92916010918,023106,545SH SOLE 9050105,640
W.P. Carey Inc.COM92936U1097,673105,055SH SOLE 7550104,300
W.W. Grainger, Inc.COM38267D1094,55211,580SH SOLE 80011,500
Webster Financial CorporationCOM94789010923,385429,395SH SOLE 3,5800425,815
WEC Energy Group, Inc.COM92939U1063,06434,735SH SOLE 735034,000
Wendy's Company (The)COM95058W1009,125420,885SH SOLE 4,2650416,620
Westinghouse Air Brake Technologies CorporationCOM92974010817,203199,547SH SOLE 1,7250197,822
Williams Companies, Inc. (The)COM96945710052520,248SH SOLE 65020,183
Wix.com Ltd.SHSM980681053751,915SH SOLE 58501,330
WNS (Holdings) LimitedSPON ADR92932M1019,817120,010SH SOLE 1,4550118,555
Workday, Inc.CL A98138H10140,741163,035SH SOLE 5350162,500
Xilinx, Inc.COM98391910142,421280,955SH SOLE 9550280,000
Zendesk, Inc.COM98936J10116,533142,045SH SOLE 1,2750140,770