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
Apple, Inc. COM 037833100 101,095 532,220 SH   SOLE   3,920 0 528,300
Abbott Laboratories COM 002824100 9,145 114,410 SH   SOLE   5,310 0 109,100
Acacia Communications, Inc. COM 00401C108 4,089 71,315 SH   SOLE   1,315 0 70,000
Analog Devices, Inc. COM 032654105 7,549 71,720 SH   SOLE   3,820 0 67,900
Advanced Disposal Services, Inc. COM 00790X101 6,056 216,290 SH   SOLE   3,790 0 212,500
Arthur J. Gallagher & Co. COM 363576109 8,415 107,755 SH   SOLE   1,855 0 105,900
Albemarle Corporation COM 012653101 24,804 302,570 SH   SOLE   2,505 0 300,065
Alexion Pharmaceuticals, Inc. COM 015351109 6,568 48,590 SH   SOLE   1,050 0 47,540
AMETEK, Inc. COM 031100100 10,791 130,060 SH   SOLE   2,465 0 127,595
Affiliated Managers Group, Inc. COM 008252108 33,278 310,695 SH   SOLE   1,290 0 309,405
Amgen Inc. COM 031162100 27,633 145,455 SH   SOLE   455 0 145,000
Amazon.com, Inc. COM 023135106 57,509 32,295 SH   SOLE   95 0 32,200
Aon plc SHS CL A G0408V102 82,704 484,500 SH   SOLE   1,950 0 482,550
A.O. Smith Corporation COM 04544X300 4,747 89,040 SH   SOLE   1,540 0 87,500
AptarGroup, Inc. COM 038336103 16,759 157,530 SH   SOLE   3,965 0 153,565
American Vanguard Corporation COM 030371108 1,533 89,060 SH   SOLE   1,460 0 87,600
Avery Dennison Corporation COM 053611109 8,236 72,890 SH   SOLE   1,490 0 71,400
Becton, Dickinson and Company COM 075887109 33,067 132,415 SH   SOLE   1,315 0 131,100
Beacon Roofing Supply, Inc. COM 073685109 5,319 165,405 SH   SOLE   2,905 0 162,500
BJ's Wholesale Club, Inc. COM 05550J101 12,062 440,225 SH   SOLE   7,505 0 432,720
Black Knight, Inc. CL A 09215C105 6,834 125,410 SH   SOLE   410 0 125,000
BlackLine, Inc. COM 09239B109 5,845 126,205 SH   SOLE   2,205 0 124,000
Ball Corporation COM 058498106 55,496 959,157 SH   SOLE   3,155 0 956,002
BMC Stock Holdings, Inc. COM 05591B109 5,354 303,020 SH   SOLE   5,310 0 297,710
Bristol-Myers Squibb Company COM 110122108 14 300 SH   SOLE   300 0 0
Broadridge Financial Solutions, Inc. COM 11133T103 12,424 119,825 SH   SOLE   2,230 0 117,595
Brown & Brown, Inc. COM 115236101 6,606 223,880 SH   SOLE   3,880 0 220,000
Boston Scientific Corporation COM 101137107 35,999 937,970 SH   SOLE   6,970 0 931,000
Burlington Stores, Inc. COM 122017106 12,532 79,985 SH   SOLE   1,445 0 78,540
Conagra Brands, Inc. COM 205887102 8,652 311,902 SH   SOLE   16,966 0 294,936
Chubb Limited COM H1467J104 47,477 338,930 SH   SOLE   1,930 0 337,000
CBRE Group, Inc. CL A 12504L109 71,266 1,441,180 SH   SOLE   10,325 0 1,430,855
CDK Global, Inc. COM 12508E101 10,207 173,540 SH   SOLE   3,430 0 170,110
CDW Corporation COM 12514G108 13,573 140,850 SH   SOLE   2,490 0 138,360
Celgene Corporation COM 151020104 25,930 274,860 SH   SOLE   2,260 0 272,600
Community Healthcare Trust Incorporated COM 20369C106 5,712 159,173 SH   SOLE   2,740 0 156,433
Clorox Company (The) COM 189054109 36,218 225,715 SH   SOLE   715 0 225,000
Comcast Corporation CL A 20030N101 26,188 655,050 SH   SOLE   5,050 0 650,000
CMS Energy Corporation COM 125896100 6,767 121,855 SH   SOLE   355 0 121,500
Cohen & Steers, Inc. COM 19247A100 11,867 280,750 SH   SOLE   6,050 0 274,700
CyrusOne Inc. COM 23283R100 12,027 229,360 SH   SOLE   6,000 0 223,360
Cooper Companies, Inc. (The) COM 216648402 12,443 42,015 SH   SOLE   795 0 41,220
Copart, Inc. COM 217204106 58,720 969,150 SH   SOLE   3,150 0 966,000
salesforce.com, inc. COM 79466L302 29,785 188,075 SH   SOLE   575 0 187,500
Cisco Systems, Inc. COM 17275R102 69,675 1,290,535 SH   SOLE   11,235 0 1,279,300
Carriage Services, Inc. COM 143905107 4,313 224,090 SH   SOLE   4,090 0 220,000
Cintas Corporation COM 172908105 77,703 384,460 SH   SOLE   1,260 0 383,200
Control4 Corporation COM 21240D107 3,101 183,180 SH   SOLE   3,180 0 180,000
Chevron Corporation COM 166764100 10,044 81,540 SH   SOLE   2,040 0 79,500
CyberArk Software Ltd. SHS M2682V108 9,569 80,385 SH   SOLE   1,385 0 79,000
Quest Diagnostics Incorporated COM 74834L100 23,222 258,255 SH   SOLE   4,845 0 253,410
Walt Disney Company (The) COM DISNEY 254687106 133 1,200 SH   SOLE   1,200 0 0
Digital Realty Trust, Inc. COM 253868103 6,853 57,593 SH   SOLE   2,381 0 55,212
Dorman Products, Inc. COM 258278100 5,737 65,135 SH   SOLE   1,135 0 64,000
Domino's Pizza, Inc. COM 25754A201 8,380 32,470 SH   SOLE   450 0 32,020
Darden Restaurants, Inc. COM 237194105 24 200 SH   SOLE   200 0 0
Descartes Systems Group, Inc. COM 249906108 7,035 193,390 SH   SOLE   3,390 0 190,000
US Ecology, Inc. COM 91732J102 5,439 97,170 SH   SOLE   1,700 0 95,470
Euronet Worldwide, Inc. COM 298736109 8,270 58,000 SH   SOLE   1,000 0 57,000
Emerson Electric Co. COM 291011104 6,893 100,675 SH   SOLE   4,675 0 96,000
EnLink Midstream, LLC COM UNIT REP LTD 29336T100 2,571 201,250 SH   SOLE   0 0 201,250
Envestnet, Inc. COM 29404K106 6,588 100,750 SH   SOLE   1,750 0 99,000
Bottomline Technologies (de), Inc. COM 101388106 4,584 91,535 SH   SOLE   1,535 0 90,000
Enterprise Products Partners L.P. COM 293792107 53,560 1,840,580 SH   SOLE   13,980 0 1,826,600
Equinix, Inc. COM PAR $0.001 29444U700 6,405 14,135 SH   SOLE   735 0 13,400
EVO Payments, Inc. - Class A CL A COM 26927E104 1,559 53,670 SH   SOLE   670 0 53,000
EVERTEC, Inc. COM 30040P103 5,174 186,055 SH   SOLE   3,555 0 182,500
East West Bancorp, Inc. COM 27579R104 24,036 501,075 SH   SOLE   6,475 0 494,600
ExlService Holdings, Inc. COM 302081104 6,879 114,625 SH   SOLE   2,325 0 112,300
Expedia, Inc. COM 30212P303 9,401 79,000 SH   SOLE   1,450 0 77,550
Fastenal Co. COM 311900104 45,828 712,620 SH   SOLE   6,395 0 706,225
Facebook, Inc. CL A 30303M102 34,266 205,570 SH   SOLE   570 0 205,000
Fortune Brands Home & Security, Inc. COM 34964C106 10,690 224,540 SH   SOLE   5,805 0 218,735
First Financial Bancorp. COM 320209109 3,889 161,669 SH   SOLE   4,275 0 157,394
First Horizon National Corporation COM 320517105 5,114 365,840 SH   SOLE   9,340 0 356,500
Fidelity National Information Services, Inc. COM 31620M106 24,334 215,155 SH   SOLE   6,545 0 208,610
Fiserv, Inc. COM 337738108 46,264 524,063 SH   SOLE   5,105 0 518,958
FleetCor Technologies, Inc. COM 339041105 20,988 85,115 SH   SOLE   1,445 0 83,670
Fortive Corporation COM 34959J108 68,493 816,470 SH   SOLE   7,760 0 808,710
Cedar Fair, L.P. DEPOSITORY UNIT 150185106 2,312 43,946 SH   SOLE   300 0 43,646
Glacier Bancorp, Inc. COM 37637Q105 5,341 133,305 SH   SOLE   2,305 0 131,000
GCP Applied Technologies Inc. COM 36164Y101 5,362 181,155 SH   SOLE   3,655 0 177,500
Gilead Sciences, Inc. COM 375558103 33,254 511,530 SH   SOLE   5,430 0 506,100
General Mills, Inc. COM 370334104 8,606 166,300 SH   SOLE   6,300 0 160,000
Alphabet Inc. CAP STK CL A 02079K107 76,024 64,795 SH   SOLE   465 0 64,330
Genuine Parts Company COM 372460105 3,875 34,590 SH   SOLE   2,890 0 31,700
Granite Point Mortgage Trust Inc. COM 38741L107 4,213 226,911 SH   SOLE   4,045 0 222,866
Global Payments Inc. COM 37940X102 18,439 135,065 SH   SOLE   2,780 0 132,285
Guidewire Software, Inc. COM 40171V100 4,355 44,830 SH   SOLE   800 0 44,030
Hasbro, Inc. COM 418056107 4,434 52,155 SH   SOLE   155 0 52,000
Huntington Bancshares Incorporated COM 446150104 7,823 616,995 SH   SOLE   11,595 0 605,400
Healthcare Services Group, Inc. COM 421906108 5,183 157,115 SH   SOLE   4,315 0 152,800
Home Depot, Inc. (The) COM 437076102 58,110 302,830 SH   SOLE   2,530 0 300,300
HEICO Corporation COM 422806109 5,831 61,473 SH   SOLE   1,067 0 60,406
Honeywell International Inc. COM 438516106 34,343 216,105 SH   SOLE   1,005 0 215,100
Harris Corporation COM 413875105 18,370 115,025 SH   SOLE   1,865 0 113,160
IBERIABANK Corporation COM 450828108 3,534 49,285 SH   SOLE   785 0 48,500
Intercontinental Exchange, Inc. COM 45866F104 27,155 356,655 SH   SOLE   1,655 0 355,000
ICF International, Inc. COM 44925C103 7,089 93,190 SH   SOLE   1,690 0 91,500
ICON plc SHS G4705A100 7,315 53,565 SH   SOLE   895 0 52,670
IDEX Corporation COM 45167R104 10,820 71,310 SH   SOLE   1,275 0 70,035
i3 Verticals, Inc. - Class A COM CL A 46571Y107 6,663 277,400 SH   SOLE   4,900 0 272,500
IHS Markit Ltd. SHS 451734107 16,648 306,153 SH   SOLE   2,600 0 303,553
Intel Corporation COM 458140100 39,955 744,050 SH   SOLE   7,550 0 736,500
IQVIA Holdings Inc. COM 46266C105 14,818 103,011 SH   SOLE   1,997 0 101,014
Gartner, Inc. COM 366651107 31,956 210,685 SH   SOLE   685 0 210,000
Johnson & Johnson COM 478160104 47,861 342,380 SH   SOLE   3,880 0 338,500
JPMorgan Chase & Co. COM 46625H100 30,737 303,640 SH   SOLE   3,940 0 299,700
KAR Auction Services, Inc. COM 48238T109 22,554 439,575 SH   SOLE   8,455 0 431,120
CarMax, Inc. COM 143130102 11,631 166,640 SH   SOLE   3,825 0 162,815
Knight Transportation, Inc. COM 499064103 16,809 514,370 SH   SOLE   10,270 0 504,100
Laboratory Corporation of America Holdings COM NEW 50540R409 46,884 306,475 SH   SOLE   2,775 0 303,700
LivaNova PLC SHS G5509L101 14,819 152,390 SH   SOLE   1,825 0 150,565
LKQ Corporation COM 501889208 64,281 2,265,027 SH   SOLE   17,955 0 2,247,072
Lattice Semiconductor Corporation COM 518415104 2,429 203,640 SH   SOLE   3,640 0 200,000
Lamb Weston Holdings, Inc. COM 513272104 9,486 126,590 SH   SOLE   2,100 0 124,490
La-Z-Boy Incorporated COM 505336107 5,420 164,315 SH   SOLE   2,815 0 161,500
Mastercard Incorporated CL A 57636Q104 86,514 367,445 SH   SOLE   2,445 0 365,000
McDonald's Corporation COM 580135101 34,839 183,460 SH   SOLE   2,060 0 181,400
Microchip Technology Inc. COM 595017104 10,015 120,725 SH   SOLE   2,005 0 118,720
Mondelez International, Inc. CL A 609207105 35,831 717,785 SH   SOLE   9,685 0 708,100
Medtronic Public Limited Company SHS G5960L103 50,054 549,570 SH   SOLE   3,270 0 546,300
Middleby Corporation (The) COM 596278101 18,695 143,780 SH   SOLE   2,815 0 140,965
Marsh & McLennan Companies, Inc. COM 571748102 272 2,900 SH   SOLE   2,700 0 200
Morningstar, Inc. COM 617700109 7,053 55,985 SH   SOLE   985 0 55,000
Merck & Co., Inc. COM 58933Y105 26,355 316,882 SH   SOLE   995 0 315,887
Marten Transport, Ltd. COM 573075108 5,049 283,212 SH   SOLE   4,946 0 278,266
Microsoft Corporation COM 594918104 112,675 955,360 SH   SOLE   6,560 0 948,800
Mettler-Toledo International Inc. COM 592688105 14,770 20,430 SH   SOLE   375 0 20,055
Murphy USA Inc. COM 626755102 6,098 71,230 SH   SOLE   1,230 0 70,000
Maxim Integrated Products COM 57772K101 1,347 25,350 SH   SOLE   350 0 25,000
Nordson Corporation COM 655663102 9,472 71,480 SH   SOLE   1,430 0 70,050
Nomad Foods Ltd. USD ORD SHS G6564A105 6,554 320,510 SH   SOLE   5,010 0 315,500
ServiceNow, Inc. COM 81762P102 37,992 154,135 SH   SOLE   1,105 0 153,030
Northern Trust Corporation COM 665859104 19,715 218,065 SH   SOLE   5,565 0 212,500
NuVasive, Inc. COM 670704105 14,419 253,915 SH   SOLE   4,205 0 249,710
NexPoint Residential Trust, Inc. COM 65341D102 4,715 122,990 SH   SOLE   490 0 122,500
Old Dominion Freight Line, Inc. COM 679580100 6,120 42,390 SH   SOLE   745 0 41,645
Ollie's Bargain Outlet Holdings, Inc. COM 681116109 7,142 83,700 SH   SOLE   1,700 0 82,000
O'Reilly Automotive, Inc. COM 67103H107 76,056 195,871 SH   SOLE   860 0 195,011
Palo Alto Networks, Inc. COM 697435105 14,547 59,895 SH   SOLE   1,055 0 58,840
Prestige Brands Holdings, Inc. COM 74112D101 4,412 147,525 SH   SOLE   2,525 0 145,000
Potbelly Corporation COM 73754Y100 3,181 373,905 SH   SOLE   6,405 0 367,500
Paylocity Holding Corporation COM 70438V106 8,921 100,025 SH   SOLE   2,025 0 98,000
PepsiCo, Inc. COM 713448108 35,530 289,925 SH   SOLE   4,025 0 285,900
Pfizer Inc. COM 717081103 36,342 855,720 SH   SOLE   8,220 0 847,500
Proctor & Gamble Company (The) COM 742718109 6,427 61,770 SH   SOLE   2,770 0 59,000
PerkinElmer, Inc. COM 714046109 13,468 139,775 SH   SOLE   2,485 0 137,290
Philip Morris International Inc. COM 718172109 5,346 60,485 SH   SOLE   485 0 60,000
PNC Financial Services Group, Inc. COM 693475105 8,978 73,200 SH   SOLE   2,700 0 70,500
PolyOne Corporation COM 73179P106 10,229 349,015 SH   SOLE   4,515 0 344,500
Power Integrations, Inc. COM 739276103 5,714 81,705 SH   SOLE   1,565 0 80,140
PriceSmart, Inc. COM 741511109 3,474 59,010 SH   SOLE   1,010 0 58,000
Qualys, Inc. COM 74758T303 11,063 133,715 SH   SOLE   2,170 0 131,545
QTS Realty Trust, Inc. COM CL A 74736A103 11,794 262,150 SH   SOLE   4,950 0 257,200
Q2 Holdings, Inc. COM 74736L109 7,791 112,490 SH   SOLE   1,990 0 110,500
Ryder System, Inc. COM 783549108 6,309 101,785 SH   SOLE   1,485 0 100,300
Ritchie Bros. Auctioneers Incorporated COM 767744105 5,710 167,960 SH   SOLE   2,960 0 165,000
Regal-Beloit Corporation COM 758750103 5,332 65,130 SH   SOLE   1,130 0 64,000
Regeneron Pharmaceuticals, Inc. COM 75886F107 6,578 16,020 SH   SOLE   810 0 15,210
Red Hat, Inc. COM 756577102 8,934 48,905 SH   SOLE   855 0 48,050
Raymond James Financial, Inc. COM 754730109 13,779 171,365 SH   SOLE   3,645 0 167,720
ResMed Inc. COM 761152107 15,951 153,425 SH   SOLE   3,450 0 149,975
Rockwell Automation, Inc. COM 773903109 29,923 170,545 SH   SOLE   545 0 170,000
Rapid7, Inc. COM 753422104 8,497 167,905 SH   SOLE   2,905 0 165,000
RPM International, Inc. COM 749685103 9,107 156,926 SH   SOLE   3,791 0 153,135
Raytheon Company COM 755111507 3,745 20,570 SH   SOLE   70 0 20,500
Starbucks Corporation COM 855244109 47,351 636,965 SH   SOLE   1,965 0 635,000
Charles Schwab Corporation (The) COM 808513105 68,347 1,598,390 SH   SOLE   11,190 0 1,587,200
Service Corporation International COM 817565104 11,713 291,755 SH   SOLE   5,165 0 286,590
SEI Investments Company COM 784117103 8,263 158,160 SH   SOLE   3,060 0 155,100
Six Flags Entertainment Corporation COM 83001A102 2,285 46,315 SH   SOLE   315 0 46,000
Semtech Corporation COM 816850101 6,252 122,815 SH   SOLE   2,215 0 120,600
Snap-on Incorporated COM 833034101 89,365 570,955 SH   SOLE   4,180 0 566,775
Smith & Nephew plc SPDN ADR NEW 83175M205 18,570 462,995 SH   SOLE   4,505 0 458,490
SP Plus Corporation COM 78469C103 4,711 138,091 SH   SOLE   2,395 0 135,696
S&P Global Inc. COM 78409V104 33,797 160,520 SH   SOLE   520 0 160,000
STERIS plc SHS USD G8473T100 7,528 58,805 SH   SOLE   905 0 57,900
Constellation Brands, Inc. CL A 21036P108 11,240 64,110 SH   SOLE   555 0 63,555
Stanley Black & Decker Inc. COM 854502101 7,372 54,140 SH   SOLE   2,540 0 51,600
Skyworks Solutions, Inc. COM 83088M102 39,084 473,865 SH   SOLE   3,385 0 470,480
Sensient Technoligies Corporation COM 81725T100 12,516 184,640 SH   SOLE   1,740 0 182,900
Syneos Health, Inc. CL A 87166B102 5,800 112,065 SH   SOLE   1,865 0 110,200
AT&T Inc. COM 00206R102 8,150 259,890 SH   SOLE   8,090 0 251,800
Bio-Techne Corp. COM 09073M104 6,969 35,100 SH   SOLE   600 0 34,500
Teleflex Incorporated COM 879369106 7,081 23,435 SH   SOLE   415 0 23,020
Target Corporation COM 87612E106 4,008 49,945 SH   SOLE   2,245 0 47,700
Interface, Inc. COM 458665304 4,093 267,175 SH   SOLE   4,675 0 262,500
TJX Companies, Inc. (The) COM 872540109 48,580 913,005 SH   SOLE   8,905 0 904,100
Thermo Fisher Scientific Inc. COM 883556102 101,705 371,569 SH   SOLE   2,305 0 369,264
Tabula Rasa HealthCare, Inc. COM 873379101 4,595 81,445 SH   SOLE   1,445 0 80,000
TransUnion COM 89400J107 16,371 244,940 SH   SOLE   4,265 0 240,675
Total System Services, Inc. COM 891906109 31,825 334,965 SH   SOLE   2,565 0 332,400
Ulta Beauty, Inc. COM 903845303 66,469 190,605 SH   SOLE   1,560 0 189,045
US Foods Holding Corp. COM 912008109 15,942 456,675 SH   SOLE   8,775 0 447,900
Visa Inc. COM CL A 92826C839 70,516 451,480 SH   SOLE   1,480 0 450,000
Vocera Communicaitons, Inc. COM 92857F107 5,382 170,161 SH   SOLE   2,915 0 167,246
Veeva Systems Inc. - Class A CL A COM 922475108 4,399 34,680 SH   SOLE   645 0 34,035
Vulcan Material Company COM 929160109 12,357 104,370 SH   SOLE   1,905 0 102,465
Varex Imaging Corporation COM 92214X106 6,275 185,220 SH   SOLE   3,220 0 182,000
Varonis Systems, Inc. COM 922280102 2,211 37,095 SH   SOLE   595 0 36,500
Verisk Analytics, Inc. COM 92345Y106 17,340 130,380 SH   SOLE   2,285 0 128,095
Vertex Pharmaceuticals Incorporated COM 92532F100 6,480 35,230 SH   SOLE   705 0 34,525
Westinghouse Air Brake Technologies Corporation COM 929740108 5,448 73,910 SH   SOLE   1,350 0 72,560
Webster Financial Corporation COM 947890109 14,121 278,695 SH   SOLE   5,880 0 272,815
Workday, Inc. CL A 98138H101 39,805 206,405 SH   SOLE   1,370 0 205,035
WEC Energy Group, Inc. COM 92939U106 6,162 77,930 SH   SOLE   730 0 77,200
Wendy's Company (The) COM 95058W100 14,453 807,920 SH   SOLE   16,135 0 791,785
Werner Enterprises, Inc. COM 950755108 4,877 142,825 SH   SOLE   2,825 0 140,000
Wyndham Hotels & Resorts, Inc. COM 98311A105 11,079 221,640 SH   SOLE   3,970 0 217,670
Willis Towers Watson Public Limited Company SHS G96629103 14,492 82,506 SH   SOLE   1,162 0 81,344
Williams Companies, Inc. (The) COM 969457100 4,199 146,219 SH   SOLE   1,036 0 145,183
Wright Medical Group N.V. ORD SHS 0.03 PAR N96617118 6,901 219,435 SH   SOLE   4,435 0 215,000
WNS (Holdings) Limited SPON ADR 92932M101 7,769 145,855 SH   SOLE   2,755 0 143,100
Worldpay, Inc. - Class A CL A 981558109 15,021 132,345 SH   SOLE   2,250 0 130,095
W.P. Carey Inc. COM 92936U109 6,787 86,650 SH   SOLE   1,350 0 85,300
Weyerhaeuser Company COM 962166104 5,277 200,355 SH   SOLE   10,155 0 190,200
Xilinx, Inc. COM 983919101 18,169 143,300 SH   SOLE   2,215 0 141,085