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 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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
A. O. Smith Corporation COM 831865209   16,630,567 290,541 SH   SOLE   3,015 0 287,526
Abbott Laboratories COM 002824100   9,345,325 85,120 SH   SOLE   620 0 84,500
AbbVie, Inc. COM 00287Y109   8,061,107 49,880 SH   SOLE   380 0 49,500
Adobe Incorporated COM 00724F101   47,539,910 141,265 SH   SOLE   650 0 140,615
Advanced Micro Devices, Inc. COM 007903107   35,448,168 547,293 SH   SOLE   2,392 0 544,901
Air Products and Chemicals, Inc. COM 009158106   10,164,874 32,975 SH   SOLE   225 0 32,750
Alcon AG ORD SHS H01301128   41,647,553 607,550 SH   SOLE   2,550 0 605,000
Alphabet Inc. Class C CAP STK CL C 02079K107   107,546,084 1,212,060 SH   SOLE   5,530 0 1,206,530
Altair Engineering Inc. Class A COM CL A 021369103   4,139,134 91,030 SH   SOLE   1,245 0 89,785
Amazon.com, Inc. COM 023135106   47,825,820 569,355 SH   SOLE   2,630 0 566,725
Amedisys, Inc. COM 023436108   5,032,617 60,242 SH   SOLE   800 0 59,442
American Tower Corporation COM 03027X100   5,547,554 26,185 SH   SOLE   185 0 26,000
AMETEK, Inc. COM 031100100   18,440,246 131,980 SH   SOLE   1,095 0 130,885
Analog Devices, Inc. COM 032654105   10,571,734 64,450 SH   SOLE   450 0 64,000
Aon Plc Class A SHS CL A G0403H108   81,974,237 273,120 SH   SOLE   1,160 0 271,960
Apple Inc. COM 037833100   99,067,727 762,470 SH   SOLE   3,245 0 759,225
AptarGroup, Inc. COM 038336103   17,301,504 157,315 SH   SOLE   1,630 0 155,685
Arthur J. Gallagher & Co. COM 363576109   188,540 1,000 SH   SOLE   0 0 1,000
Astrazeneca PLC Sponsored ADR SPONSORED ADR 046353108   8,194,986 120,870 SH   SOLE   870 0 120,000
Atlassian Corp Class A CL A 049468101   9,422,593 73,225 SH   SOLE   305 0 72,920
AtriCure, Inc. COM 04963C209   6,323,041 142,475 SH   SOLE   1,950 0 140,525
Avery Dennison Corporation COM 053611109   6,105,130 33,730 SH   SOLE   230 0 33,500
Beacon Roofing Supply, Inc. COM 073685109   4,111,813 77,890 SH   SOLE   970 0 76,920
BJ's Wholesale Club Holdings, Inc. COM 05550J101   18,514,611 279,846 SH   SOLE   2,355 0 277,491
BlackLine, Inc. COM 09239B109   7,573,929 112,590 SH   SOLE   1,485 0 111,105
BlackRock, Inc. COM 09247X101   5,676,126 8,010 SH   SOLE   60 0 7,950
Boston Scientific Corporation COM 101137107   51,575,781 1,114,670 SH   SOLE   4,670 0 1,110,000
Broadcom Inc. COM 11135F101   8,730,815 15,615 SH   SOLE   115 0 15,500
Broadridge Financial Solutions, Inc. COM 11133T103   12,486,832 93,095 SH   SOLE   885 0 92,210
BRP Group, Inc. Class A COM CL A 05589G102   5,631,737 224,015 SH   SOLE   2,915 0 221,100
Builders FirstSource, Inc. COM 12008R107   6,175,214 95,179 SH   SOLE   1,286 0 93,893
Burlington Stores, Inc. COM 122017106   11,053,461 54,515 SH   SOLE   455 0 54,060
Cadence Design Systems, Inc. COM 127387108   30,798,704 191,725 SH   SOLE   810 0 190,915
CarMax, Inc. COM 143130102   8,549,260 140,405 SH   SOLE   1,265 0 139,140
Carriage Services Inc. COM 143905107   3,670,256 133,270 SH   SOLE   1,770 0 131,500
CBRE Group, Inc. Class A CL A 12504L109   46,274,894 601,285 SH   SOLE   3,265 0 598,020
CDW Corp. COM 12514G108   19,213,422 107,590 SH   SOLE   930 0 106,660
Cedar Fair, L.P. DEPOSITORY UNIT 150185106   357,426 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107   10,832,027 49,711 SH   SOLE   420 0 49,291
Charles Schwab Corp COM 808513105   50,474,710 606,230 SH   SOLE   2,890 0 603,340
Chevron Corporation COM 166764100   8,679,239 48,355 SH   SOLE   355 0 48,000
Chipotle Mexican Grill, Inc. COM 169656105   43,976,496 31,695 SH   SOLE   150 0 31,545
Chubb Limited COM H1467J104   44,422,222 201,370 SH   SOLE   1,035 0 200,335
Cintas Corporation COM 172908105   63,795,841 141,260 SH   SOLE   600 0 140,660
Cisco Systems, Inc. COM 17275R102   8,591,398 180,340 SH   SOLE   1,340 0 179,000
Citizens Financial Group, Inc. COM 174610105   11,799,071 299,697 SH   SOLE   2,485 0 297,212
CMS Energy Corporation COM 125896100   7,589,151 119,835 SH   SOLE   835 0 119,000
Coca-Cola Company COM 191216100   9,133,760 143,590 SH   SOLE   1,090 0 142,500
Cohen & Steers, Inc. COM 19247A100   11,443,906 177,260 SH   SOLE   2,125 0 175,135
Comfort Systems USA, Inc. COM 199908104   8,761,616 76,135 SH   SOLE   1,045 0 75,090
Community Bank System, Inc. COM 203607106   4,652,005 73,900 SH   SOLE   955 0 72,945
ConocoPhillips COM 20825C104   4,876,940 41,330 SH   SOLE   330 0 41,000
Constellation Brands, Inc. Class A CL A 21036P108   61,995,443 267,510 SH   SOLE   1,450 0 266,060
Construction Partners, Inc. Class A COM CL A 21044C107   7,270,836 272,418 SH   SOLE   3,715 0 268,703
Cooper Companies, Inc. COM NEW 216648402   14,468,466 43,755 SH   SOLE   370 0 43,385
Copart, Inc. COM 217204106   47,946,308 787,425 SH   SOLE   3,335 0 784,090
Costco Wholesale Corporation COM 22160K105   48,135,643 105,445 SH   SOLE   445 0 105,000
CrowdStrike Holdings, Inc. Class A CL A 22788C105   34,165,973 324,494 SH   SOLE   1,780 0 322,714
CVS Health Corporation COM 126650100   8,526,419 91,495 SH   SOLE   695 0 90,800
CyberArk Software Ltd. SHS M2682V108   17,720,562 136,680 SH   SOLE   1,390 0 135,290
Descartes Systems Group Inc. COM 249906108   8,390,387 120,465 SH   SOLE   1,605 0 118,860
DexCom, Inc. COM 252131107   56,511,856 499,045 SH   SOLE   2,140 0 496,905
Digital Realty Trust, Inc. COM 253868103   4,113,176 41,021 SH   SOLE   309 0 40,712
Domino's Pizza, Inc. COM 25754A201   10,353,896 29,890 SH   SOLE   250 0 29,640
Dorman Products, Inc. COM 258278100   7,171,552 88,680 SH   SOLE   1,240 0 87,440
DuPont de Nemours, Inc. COM 26614N102   5,915,220 86,190 SH   SOLE   690 0 85,500
Dynatrace, Inc. COM NEW 268150109   14,448,598 377,248 SH   SOLE   3,265 0 373,983
Eaton Corp. Plc SHS G29183103   6,878,334 43,825 SH   SOLE   325 0 43,500
Elastic NV ORD SHS N14506104   8,439,305 163,870 SH   SOLE   1,515 0 162,355
Eli Lilly and Company COM 532457108   41,010,664 112,100 SH   SOLE   480 0 111,620
Enterprise Products Partners L.P. COM 293792107   44,020,930 1,825,080 SH   SOLE   5,980 0 1,819,100
ePlus inc. COM 294268107   5,911,823 133,510 SH   SOLE   1,840 0 131,670
Equinix, Inc. COM 29444U700   7,093,975 10,830 SH   SOLE   80 0 10,750
EVERTEC, Inc. COM 30040P103   6,999,747 216,175 SH   SOLE   2,965 0 213,210
Evoqua Water Technologies Corp COM 30057T105   4,431,517 111,907 SH   SOLE   1,520 0 110,387
ExlService Holdings, Inc. COM 302081104   9,689,702 57,190 SH   SOLE   690 0 56,500
Exponent, Inc. COM 30214U102   7,974,268 80,475 SH   SOLE   1,080 0 79,395
Fastenal Company COM 311900104   59,238,962 1,251,880 SH   SOLE   6,280 0 1,245,600
Fidelity National Information Services, Inc. COM 31620M106   6,906,112 101,785 SH   SOLE   785 0 101,000
First Horizon Corporation COM 320517105   3,942,785 160,930 SH   SOLE   930 0 160,000
Fiserv, Inc. COM 337738108   49,899,270 493,710 SH   SOLE   2,090 0 491,620
FLEETCOR Technologies, Inc. COM 339041105   12,571,978 68,445 SH   SOLE   590 0 67,855
Fortive Corp. COM 34959J108   57,782,595 899,340 SH   SOLE   4,910 0 894,430
Gartner, Inc. COM 366651107   17,049,021 50,720 SH   SOLE   425 0 50,295
Genuine Parts Company COM 372460105   4,193,737 24,170 SH   SOLE   170 0 24,000
Glacier Bancorp, Inc. COM 37637Q105   5,768,302 116,720 SH   SOLE   1,570 0 115,150
Global Payments Inc. COM 37940X102   37,722,928 379,812 SH   SOLE   1,320 0 378,492
Globus Medical Inc Class A CL A 379577208   16,129,959 217,180 SH   SOLE   1,870 0 215,310
Grid Dynamics Holdings, Inc. Class A CL A 39813G109   3,332,901 297,050 SH   SOLE   3,775 0 293,275
GSK plc Sponsored ADR SPONSORED ADR 37733W204   6,192,547 176,225 SH   SOLE   1,225 0 175,000
Hologic, Inc. COM 436440101   10,708,677 143,145 SH   SOLE   1,155 0 141,990
Home Depot, Inc. COM 437076102   87,696,950 277,645 SH   SOLE   1,280 0 276,365
Honeywell International Inc. COM 438516106   64,048,913 298,875 SH   SOLE   1,375 0 297,500
i3 Verticals, Inc. Class A COM CL A 46571Y107   8,114,713 333,390 SH   SOLE   4,430 0 328,960
IAA, Inc. COM 449253103   16,976,400 424,410 SH   SOLE   4,410 0 420,000
ICF International, Inc. COM 44925C103   8,835,260 89,200 SH   SOLE   1,200 0 88,000
IDEX Corporation COM 45167R104   16,203,438 70,965 SH   SOLE   615 0 70,350
Illinois Tool Works Inc. COM 452308109   48,757,898 221,325 SH   SOLE   1,090 0 220,235
InMode Ltd. SHS M5425M103   7,560,011 211,765 SH   SOLE   2,840 0 208,925
Insulet Corporation COM 45784P101   14,491,642 49,226 SH   SOLE   330 0 48,896
Intercontinental Exchange, Inc. COM 45866F104   40,705,147 396,775 SH   SOLE   1,775 0 395,000
International Business Machines Corporation COM 459200101   8,302,648 58,930 SH   SOLE   430 0 58,500
IQVIA Holdings Inc COM 46266C105   16,104,559 78,601 SH   SOLE   661 0 77,940
J & J Snack Foods Corp. COM 466032109   6,884,414 45,985 SH   SOLE   630 0 45,355
Jack Henry & Associates, Inc. COM 426281101   14,829,027 84,467 SH   SOLE   700 0 83,767
Johnson & Johnson COM 478160104   51,007,688 288,750 SH   SOLE   1,350 0 287,400
JPMorgan Chase & Co. COM 46625H100   51,289,227 382,470 SH   SOLE   1,800 0 380,670
Juniper Networks, Inc. COM 48203R104   8,049,765 251,870 SH   SOLE   1,870 0 250,000
KAR Auction Services, Inc. COM 48238T109   5,691,627 436,140 SH   SOLE   6,095 0 430,045
KLA Corporation COM NEW 482480100   40,523,184 107,480 SH   SOLE   450 0 107,030
Knight-Swift Transportation Holdings Inc. Class A CL A 499049104   8,713,949 166,265 SH   SOLE   2,265 0 164,000
L3Harris Technologies Inc COM 502431109   12,840,311 61,670 SH   SOLE   465 0 61,205
Laboratory Corporation of America Holdings COM NEW 50540R409   43,773,377 185,890 SH   SOLE   775 0 185,115
Lam Research Corporation COM 512807108   29,120,486 69,285 SH   SOLE   295 0 68,990
Lamb Weston Holdings, Inc. COM 513272104   21,009,966 235,116 SH   SOLE   1,965 0 233,151
Lattice Semiconductor Corporation COM 518415104   6,475,348 99,805 SH   SOLE   1,370 0 98,435
La-Z-Boy Incorporated COM 505336107   5,334,517 233,765 SH   SOLE   3,120 0 230,645
Lennox International Inc. COM 526107107   11,223,475 46,915 SH   SOLE   410 0 46,505
Leslie's, Inc. COM 527064109   64,469 5,280 SH   SOLE   5,280 0 0
Lincoln Electric Holdings, Inc. COM 533900106   6,478,209 44,835 SH   SOLE   335 0 44,500
LivaNova Plc SHS G5509L101   8,992,093 161,903 SH   SOLE   1,385 0 160,518
Lockheed Martin Corporation COM 539830109   3,918,677 8,055 SH   SOLE   55 0 8,000
M.D.C. Holdings, Inc. COM 552676108   2,782,064 88,040 SH   SOLE   540 0 87,500
Marten Transport, Ltd. COM 573075108   6,990,489 353,412 SH   SOLE   4,543 0 348,869
Mastercard Incorporated Class A CL A 57636Q104   69,097,428 198,710 SH   SOLE   850 0 197,860
McDonald's Corporation COM 580135101   31,121,575 118,095 SH   SOLE   495 0 117,600
Medtronic Plc SHS G5960L103   47,911,660 616,465 SH   SOLE   3,085 0 613,380
Merck & Co., Inc. COM 58933Y105   48,705,053 438,982 SH   SOLE   2,230 0 436,752
Mettler-Toledo International Inc. COM 592688105   17,576,672 12,160 SH   SOLE   110 0 12,050
Microchip Technology Incorporated COM 595017104   25,362,709 361,035 SH   SOLE   2,980 0 358,055
Microsoft Corporation COM 594918104   149,467,815 623,250 SH   SOLE   2,820 0 620,430
Model N, Inc. COM 607525102   10,067,154 248,204 SH   SOLE   3,200 0 245,004
Mondelez International, Inc. Class A CL A 609207105   43,295,840 649,600 SH   SOLE   3,060 0 646,540
Morningstar, Inc. COM 617700109   5,700,649 26,320 SH   SOLE   345 0 25,975
Murphy USA, Inc. COM 626755102   2,930,977 10,485 SH   SOLE   105 0 10,380
Newell Brands Inc COM 651229106   4,149,695 317,255 SH   SOLE   2,255 0 315,000
NexPoint Residential Trust, Inc. COM 65341D102   4,832,678 111,045 SH   SOLE   1,495 0 109,550
NextEra Energy, Inc. COM 65339F101   8,129,264 97,240 SH   SOLE   740 0 96,500
Nomad Foods Ltd. USD ORD SHS G6564A105   5,468,442 317,195 SH   SOLE   4,235 0 312,960
Nordson Corporation COM 655663102   18,684,792 78,600 SH   SOLE   700 0 77,900
Northern Trust Corporation COM 665859104   19,954,495 225,500 SH   SOLE   1,780 0 223,720
NuVasive, Inc. COM 670704105   5,192,322 125,905 SH   SOLE   1,700 0 124,205
NVIDIA Corporation COM 67066G104   38,790,671 265,435 SH   SOLE   1,115 0 264,320
Okta, Inc. Class A CL A 679295105   12,048,971 176,335 SH   SOLE   1,500 0 174,835
Old Dominion Freight Line, Inc. COM 679580100   16,029,313 56,485 SH   SOLE   485 0 56,000
Ollie's Bargain Outlet Holdings Inc COM 681116109   3,719,330 79,405 SH   SOLE   1,025 0 78,380
Omnicell, Inc. COM 68213N109   4,974,437 98,660 SH   SOLE   1,365 0 97,295
Onto Innovation, Inc. COM 683344105   5,571,873 81,831 SH   SOLE   1,120 0 80,711
O'Reilly Automotive, Inc. COM 67103H107   102,259,299 121,156 SH   SOLE   645 0 120,511
Pacira Biosciences, Inc. COM 695127100   5,510,033 142,710 SH   SOLE   1,995 0 140,715
Palo Alto Networks, Inc. COM 697435105   52,808,215 378,445 SH   SOLE   2,080 0 376,365
Papa John's International, Inc. COM 698813102   4,230,322 51,395 SH   SOLE   695 0 50,700
Paylocity Holding Corp. COM 70438V106   21,314,207 109,720 SH   SOLE   1,075 0 108,645
PerkinElmer, Inc. COM 714046109   14,175,541 101,095 SH   SOLE   875 0 100,220
Perrigo Co. Plc SHS G97822103   7,037,710 206,445 SH   SOLE   1,445 0 205,000
Petco Health & Wellness Company, Inc. Class A COM 71601V105   4,857,884 512,435 SH   SOLE   8,850 0 503,585
Philip Morris International Inc. COM 718172109   5,455,219 53,900 SH   SOLE   400 0 53,500
Pinnacle Financial Partners, Inc. COM 72346Q104   4,677,048 63,720 SH   SOLE   830 0 62,890
PNC Financial Services Group, Inc. COM 693475105   8,403,987 53,210 SH   SOLE   410 0 52,800
Pool Corporation COM 73278L105   5,073,097 16,780 SH   SOLE   40 0 16,740
Power Integrations, Inc. COM 739276103   20,785,890 289,820 SH   SOLE   3,015 0 286,805
Prestige Consumer Healthcare Inc COM 74112D101   10,144,956 162,060 SH   SOLE   2,060 0 160,000
Procter & Gamble Company COM 742718109   8,169,084 53,900 SH   SOLE   400 0 53,500
PTC Inc. COM 69370C100   15,577,591 129,770 SH   SOLE   1,075 0 128,695
Q2 Holdings, Inc. COM 74736L109   5,461,999 203,275 SH   SOLE   2,640 0 200,635
Qualys, Inc. COM 74758T303   6,842,775 60,971 SH   SOLE   830 0 60,141
Raymond James Financial, Inc. COM 754730109   21,185,577 198,274 SH   SOLE   1,574 0 196,700
Repay Holdings Corp. Class A COM CL A 76029L100   4,788,704 594,870 SH   SOLE   8,135 0 586,735
Republic Services, Inc. COM 760759100   16,317,880 126,505 SH   SOLE   1,055 0 125,450
ResMed Inc. COM 761152107   13,993,621 67,235 SH   SOLE   550 0 66,685
Ritchie Bros. Auctioneers Incorporated COM 767744105   7,855,627 135,840 SH   SOLE   1,765 0 134,075
Roper Technologies, Inc. COM 776696106   34,714,111 80,340 SH   SOLE   340 0 80,000
S&P Global, Inc. COM 78409V104   55,415,823 165,450 SH   SOLE   710 0 164,740
Salesforce, Inc. COM 79466L302   33,258,213 250,835 SH   SOLE   1,500 0 249,335
Service Corporation International COM 817565104   18,004,747 260,410 SH   SOLE   2,280 0 258,130
ServiceNow, Inc. COM 81762P102   35,243,268 90,770 SH   SOLE   425 0 90,345
Sherwin-Williams Company COM 824348106   39,705,309 167,300 SH   SOLE   715 0 166,585
Shift4 Payments, Inc. Class A CL A 82452J109   6,437,823 115,105 SH   SOLE   1,575 0 113,530
Skyworks Solutions, Inc. COM 83088M102   43,617,096 478,625 SH   SOLE   2,675 0 475,950
Smith & Nephew plc Sponsored ADR ADR NEW 83175M205   4,060,793 151,015 SH   SOLE   1,015 0 150,000
SPS Commerce, Inc. COM 78463M107   7,323,079 57,020 SH   SOLE   795 0 56,225
STAAR Surgical Company COM PAR $0.01 852312305   5,505,650 113,425 SH   SOLE   1,515 0 111,910
Starbucks Corporation COM 855244109   44,829,472 451,910 SH   SOLE   1,910 0 450,000
STERIS Plc SHS USD G8473T100   15,796,536 85,530 SH   SOLE   715 0 84,815
Stevanato Group SpA ORD SHS T9224W109   14,912,638 829,863 SH   SOLE   7,765 0 822,098
Syneos Health, Inc. Class A CL A 87166B102   4,184,638 114,085 SH   SOLE   1,585 0 112,500
Synopsys, Inc. COM 871607107   47,130,397 147,610 SH   SOLE   625 0 146,985
Sysco Corporation COM 871829107   8,634,263 112,940 SH   SOLE   940 0 112,000
Target Corporation COM 87612E106   5,931,047 39,795 SH   SOLE   295 0 39,500
Teledyne Technologies Incorporated COM 879360105   12,579,169 31,455 SH   SOLE   270 0 31,185
Tenable Holdings, Inc. COM 88025T102   5,372,665 140,830 SH   SOLE   1,805 0 139,025
Tetra Tech, Inc. COM 88162G103   6,619,212 45,590 SH   SOLE   630 0 44,960
Texas Instruments Incorporated COM 882508104   42,823,372 259,190 SH   SOLE   1,090 0 258,100
Thermo Fisher Scientific Inc. COM 883556102   74,449,433 135,193 SH   SOLE   585 0 134,608
TJX Companies Inc COM 872540109   71,599,404 899,490 SH   SOLE   4,200 0 895,290
Trade Desk, Inc. Class A COM CL A 88339J105   9,387,402 209,400 SH   SOLE   870 0 208,530
TransUnion COM 89400J107   14,137,560 249,120 SH   SOLE   2,155 0 246,965
Travel Plus Leisure Co. COM 894164102   2,389,478 65,645 SH   SOLE   645 0 65,000
Truist Financial Corporation COM 89832Q109   31,317,234 727,800 SH   SOLE   3,030 0 724,770
Twilio, Inc. Class A CL A 90138F102   8,096,858 165,377 SH   SOLE   1,430 0 163,947
UFP Technologies, Inc. COM 902673102   3,914,655 33,206 SH   SOLE   460 0 32,746
Ulta Beauty Inc. COM 90384S303   80,712,875 172,070 SH   SOLE   930 0 171,140
UnitedHealth Group Incorporated COM 91324P102   58,993,129 111,270 SH   SOLE   470 0 110,800
Varonis Systems, Inc. COM 922280102   4,266,587 178,220 SH   SOLE   3,035 0 175,185
Veeva Systems Inc Class A CL A COM 922475108   11,796,878 73,100 SH   SOLE   640 0 72,460
Verisk Analytics Inc COM 92345Y106   19,087,762 108,195 SH   SOLE   925 0 107,270
Verizon Communications Inc. COM 92343V104   5,537,473 140,545 SH   SOLE   1,045 0 139,500
Visa Inc. Class A COM CL A 92826C839   55,299,479 266,170 SH   SOLE   1,140 0 265,030
Vulcan Materials Company COM 929160109   44,741,481 255,505 SH   SOLE   1,510 0 253,995
W. P. Carey Inc. COM 92936U109   6,833,045 87,435 SH   SOLE   635 0 86,800
W.W. Grainger, Inc. COM 384802104   4,205,250 7,560 SH   SOLE   60 0 7,500
Webster Financial Corporation COM 947890109   17,268,685 364,780 SH   SOLE   2,980 0 361,800
WEC Energy Group Inc COM 92939U106   5,573,563 59,445 SH   SOLE   445 0 59,000
Wendy's Company COM 95058W100   9,673,080 427,445 SH   SOLE   4,495 0 422,950
Westinghouse Air Brake Technologies Corporation COM 929740108   18,761,984 187,977 SH   SOLE   1,610 0 186,367
Williams Companies, Inc. COM 969457100   668,791 20,328 SH   SOLE   145 0 20,183
WNS (Holdings) Limited Sponsored ADR SPON ADR 92932M101   9,301,637 116,285 SH   SOLE   1,565 0 114,720
Workday, Inc. Class A CL A 98138H101   58,054,307 346,945 SH   SOLE   1,480 0 345,465