The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 206,449 | 1,449,275 | SH | SOLE | 1,359,945 | 0 | 89,330 | ||
ALBANY INTL CORP | CL A | 012348108 | 11,305 | 192,550 | SH | SOLE | 145,625 | 0 | 46,925 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 356 | 1,650 | SH | SOLE | 1,650 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 144,903 | 527,996 | SH | SOLE | 495,265 | 0 | 32,731 | ||
ALTRA INDL MOTION CORP | COM | 02208R106 | 82,745 | 2,597,155 | SH | SOLE | 1,956,360 | 0 | 640,795 | ||
AMETEK INC | COM | 031100100 | 265,194 | 2,967,370 | SH | SOLE | 2,784,380 | 0 | 182,990 | ||
APTARGROUP INC | COM | 038336103 | 212,358 | 1,896,390 | SH | SOLE | 1,779,000 | 0 | 117,390 | ||
ATRICURE INC | COM | 04963C209 | 74,583 | 1,659,235 | SH | SOLE | 1,251,075 | 0 | 408,160 | ||
AVANOS MED INC | COM | 05350V106 | 98,564 | 3,353,655 | SH | SOLE | 2,525,890 | 0 | 827,765 | ||
B & G FOODS INC NEW | COM | 05508R106 | 73,603 | 3,019,005 | SH | SOLE | 2,273,135 | 0 | 745,870 | ||
BARNES GROUP INC | COM | 067806109 | 75,164 | 1,900,010 | SH | SOLE | 1,433,460 | 0 | 466,550 | ||
BIO RAD LABS INC | CL A | 090572207 | 91,269 | 202,150 | SH | SOLE | 189,725 | 0 | 12,425 | ||
BIO-TECHNE CORP | COM | 09073M104 | 239,179 | 905,740 | SH | SOLE | 853,795 | 0 | 51,945 | ||
BLACKBAUD INC | COM | 09227Q100 | 67,420 | 1,181,150 | SH | SOLE | 889,905 | 0 | 291,245 | ||
BLACKLINE INC | COM | 09239B109 | 55,825 | 673,325 | SH | SOLE | 504,685 | 0 | 168,640 | ||
BOSTON BEER INC | CL A | 100557107 | 76,336 | 142,245 | SH | SOLE | 106,075 | 0 | 36,170 | ||
BROWN FORMAN CORP | CL B | 115637209 | 60,245 | 946,360 | SH | SOLE | 892,670 | 0 | 53,690 | ||
BRYN MAWR BK CORP | COM | 117665109 | 29,123 | 1,052,890 | SH | SOLE | 800,365 | 0 | 252,525 | ||
CSW INDUSTRIALS INC | COM | 126402106 | 32,561 | 471,150 | SH | SOLE | 360,350 | 0 | 110,800 | ||
CVB FINL CORP | COM | 126600105 | 46,767 | 2,495,570 | SH | SOLE | 1,881,945 | 0 | 613,625 | ||
CAMPBELL SOUP CO | COM | 134429109 | 65,535 | 1,320,475 | SH | SOLE | 1,239,145 | 0 | 81,330 | ||
CANTEL MED CORP | COM | 138098108 | 162,131 | 3,665,645 | SH | SOLE | 3,132,360 | 0 | 533,285 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 92,668 | 2,937,190 | SH | SOLE | 2,215,010 | 0 | 722,180 | ||
CATALENT INC | COM | 148806102 | 359,581 | 4,905,605 | SH | SOLE | 4,285,770 | 0 | 619,835 | ||
CHASE CORP | COM | 16150R104 | 27,242 | 265,775 | SH | SOLE | 201,435 | 0 | 64,340 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 46,409 | 600,369 | SH | SOLE | 564,879 | 0 | 35,490 | ||
COMMERCE BANCSHARES INC | COM | 200525103 | 59,065 | 993,186 | SH | SOLE | 931,596 | 0 | 61,590 | ||
COMMUNITY BK SYS INC | COM | 203607106 | 56,989 | 999,455 | SH | SOLE | 754,480 | 0 | 244,975 | ||
CONMED CORP | COM | 207410101 | 105,477 | 1,465,159 | SH | SOLE | 1,104,364 | 0 | 360,795 | ||
COOPER COS INC | COM NEW | 216648402 | 150,857 | 531,860 | SH | SOLE | 501,830 | 0 | 30,030 | ||
CULLEN FROST BANKERS INC | COM | 229899109 | 124,472 | 1,666,075 | SH | SOLE | 1,563,170 | 0 | 102,905 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 176,717 | 4,010,820 | SH | SOLE | 3,762,200 | 0 | 248,620 | ||
DUNKIN BRANDS GROUP INC | COM | 265504100 | 117,807 | 1,806,019 | SH | SOLE | 1,694,974 | 0 | 111,045 | ||
E L F BEAUTY INC | COM | 26856L103 | 67,906 | 3,560,883 | SH | SOLE | 2,686,108 | 0 | 874,775 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 196,983 | 2,850,282 | SH | SOLE | 2,674,127 | 0 | 176,155 | ||
ENVESTNET INC | COM | 29404K106 | 78,479 | 1,067,165 | SH | SOLE | 804,805 | 0 | 262,360 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 70,285 | 3,332,624 | SH | SOLE | 2,979,439 | 0 | 353,185 | ||
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 31,229 | 1,678,970 | SH | SOLE | 1,270,640 | 0 | 408,330 | ||
FORTIVE CORP | COM | 34959J108 | 273,188 | 4,037,660 | SH | SOLE | 3,808,490 | 0 | 229,170 | ||
FRESHPET INC | COM | 358039105 | 98,850 | 1,181,565 | SH | SOLE | 890,615 | 0 | 290,950 | ||
FULLER H B CO | COM | 359694106 | 41,513 | 930,790 | SH | SOLE | 703,485 | 0 | 227,305 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 239,950 | 2,461,273 | SH | SOLE | 2,308,933 | 0 | 152,340 | ||
GENERAC HLDGS INC | COM | 368736104 | 44,453 | 364,580 | SH | SOLE | 276,810 | 0 | 87,770 | ||
GENETRON HLDGS LTD | ADS | 37186H100 | 302 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
GERMAN AMERN BANCORP INC | COM | 373865104 | 37,153 | 1,194,635 | SH | SOLE | 903,120 | 0 | 291,515 | ||
GLOBUS MED INC | CL A | 379577208 | 36,664 | 768,480 | SH | SOLE | 583,330 | 0 | 185,150 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 65,724 | 592,910 | SH | SOLE | 556,425 | 0 | 36,485 | ||
HERSHEY CO | COM | 427866108 | 140,616 | 1,084,835 | SH | SOLE | 1,018,060 | 0 | 66,775 | ||
HOSTESS BRANDS INC | CL A | 44109J106 | 117,577 | 9,621,670 | SH | SOLE | 7,260,030 | 0 | 2,361,640 | ||
IDEX CORP | COM | 45167R104 | 199,773 | 1,264,065 | SH | SOLE | 1,185,940 | 0 | 78,125 | ||
INDEPENDENT BANK CORP MASS | COM | 453836108 | 82,064 | 1,223,193 | SH | SOLE | 920,298 | 0 | 302,895 | ||
INNOSPEC INC | COM | 45768S105 | 51,725 | 669,580 | SH | SOLE | 506,670 | 0 | 162,910 | ||
INSPIRE MED SYS INC | COM | 457730109 | 80,335 | 923,180 | SH | SOLE | 695,615 | 0 | 227,565 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 291,719 | 6,208,110 | SH | SOLE | 5,320,400 | 0 | 887,710 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 32,623 | 256,610 | SH | SOLE | 192,715 | 0 | 63,895 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 132,754 | 1,543,290 | SH | SOLE | 1,164,280 | 0 | 379,010 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 187,828 | 2,938,022 | SH | SOLE | 2,757,422 | 0 | 180,600 | ||
LANCASTER COLONY CORP | COM | 513847103 | 145,711 | 940,133 | SH | SOLE | 707,233 | 0 | 232,900 | ||
MGP INGREDIENTS INC NEW | COM | 55303J106 | 50,255 | 1,369,150 | SH | SOLE | 1,030,880 | 0 | 338,270 | ||
MSA SAFETY INC | COM | 553498106 | 122,327 | 1,068,915 | SH | SOLE | 806,755 | 0 | 262,160 | ||
MASIMO CORP | COM | 574795100 | 161,850 | 709,900 | SH | SOLE | 631,180 | 0 | 78,720 | ||
MEDALLIA INC | COM | 584021109 | 228,227 | 9,042,264 | SH | SOLE | 7,891,684 | 0 | 1,150,580 | ||
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 70,491 | 2,051,545 | SH | SOLE | 1,932,815 | 0 | 118,730 | ||
MORNINGSTAR INC | COM | 617700109 | 43,939 | 311,690 | SH | SOLE | 292,420 | 0 | 19,270 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 51,132 | 1,675,345 | SH | SOLE | 1,265,885 | 0 | 409,460 | ||
NEW RELIC INC | COM | 64829B100 | 260,772 | 3,784,785 | SH | SOLE | 3,167,065 | 0 | 617,720 | ||
NORDSON CORP | COM | 655663102 | 89,910 | 473,935 | SH | SOLE | 444,915 | 0 | 29,020 | ||
NORTHERN TR CORP | COM | 665859104 | 152,893 | 1,927,055 | SH | SOLE | 1,807,065 | 0 | 119,990 | ||
NUTANIX INC | CL A | 67059N108 | 74,751 | 3,153,385 | SH | SOLE | 2,960,950 | 0 | 192,435 | ||
OKTA INC | CL A | 679295105 | 183,586 | 916,874 | SH | SOLE | 860,929 | 0 | 55,945 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 197,270 | 858,930 | SH | SOLE | 806,640 | 0 | 52,290 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 46,740 | 545,015 | SH | SOLE | 411,000 | 0 | 134,015 | ||
PENUMBRA INC | COM | 70975L107 | 72,029 | 402,800 | SH | SOLE | 303,990 | 0 | 98,810 | ||
PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | 90,457 | 2,408,345 | SH | SOLE | 1,818,855 | 0 | 589,490 | ||
PROOFPOINT INC | COM | 743424103 | 86,156 | 775,345 | SH | SOLE | 727,620 | 0 | 47,725 | ||
PROSPERITY BANCSHARES INC | COM | 743606105 | 154,017 | 2,593,750 | SH | SOLE | 2,235,920 | 0 | 357,830 | ||
PURE STORAGE INC | CL A | 74624M102 | 323,019 | 18,639,277 | SH | SOLE | 15,867,502 | 0 | 2,771,775 | ||
Q2 HLDGS INC | COM | 74736L109 | 203,104 | 2,367,460 | SH | SOLE | 1,879,955 | 0 | 487,505 | ||
QUALYS INC | COM | 74758T303 | 31,718 | 304,925 | SH | SOLE | 229,260 | 0 | 75,665 | ||
RITCHIE BROS AUCTIONEERS | COM | 767744105 | 72,256 | 1,768,805 | SH | SOLE | 1,331,885 | 0 | 436,920 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 204,765 | 961,337 | SH | SOLE | 902,167 | 0 | 59,170 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 95,181 | 441,614 | SH | SOLE | 414,489 | 0 | 27,125 | ||
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 103,440 | 3,907,835 | SH | SOLE | 2,946,625 | 0 | 961,210 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 59,979 | 4,786,810 | SH | SOLE | 3,618,980 | 0 | 1,167,830 | ||
SELECTIVE INS GROUP INC | COM | 816300107 | 31,397 | 595,325 | SH | SOLE | 449,465 | 0 | 145,860 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 109,477 | 2,098,875 | SH | SOLE | 1,585,310 | 0 | 513,565 | ||
SERVICENOW INC | COM | 81762P102 | 261,476 | 645,523 | SH | SOLE | 605,968 | 0 | 39,555 | ||
SHAKE SHACK INC | CL A | 819047101 | 12,605 | 237,925 | SH | SOLE | 179,805 | 0 | 58,120 | ||
SIMPLY GOOD FOODS CO | COM | 82900L102 | 82,505 | 4,440,515 | SH | SOLE | 3,350,570 | 0 | 1,089,945 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 96,340 | 1,891,996 | SH | SOLE | 1,775,676 | 0 | 116,320 | ||
SMUCKER J M CO | COM NEW | 832696405 | 209,111 | 1,976,285 | SH | SOLE | 1,853,905 | 0 | 122,380 | ||
SPLUNK INC | COM | 848637104 | 245,300 | 1,234,524 | SH | SOLE | 1,159,064 | 0 | 75,460 | ||
STANDEX INTL CORP | COM | 854231107 | 40,152 | 697,685 | SH | SOLE | 527,540 | 0 | 170,145 | ||
STOCK YDS BANCORP INC | COM | 861025104 | 37,938 | 943,742 | SH | SOLE | 710,752 | 0 | 232,990 | ||
SYNOPSYS INC | COM | 871607107 | 116,118 | 595,475 | SH | SOLE | 558,915 | 0 | 36,560 | ||
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 30,456 | 735,130 | SH | SOLE | 554,680 | 0 | 180,450 | ||
TENABLE HLDGS INC | COM | 88025T102 | 120,989 | 4,058,665 | SH | SOLE | 3,061,650 | 0 | 997,015 | ||
TORO CO | COM | 891092108 | 119,077 | 1,794,951 | SH | SOLE | 1,685,411 | 0 | 109,540 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 264,301 | 2,005,470 | SH | SOLE | 1,881,970 | 0 | 123,500 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 113,855 | 1,958,285 | SH | SOLE | 1,834,790 | 0 | 123,495 | ||
TREEHOUSE FOODS INC | COM | 89469A104 | 188,636 | 4,306,755 | SH | SOLE | 3,647,310 | 0 | 659,445 | ||
TRIMAS CORP | COM NEW | 896215209 | 51,217 | 2,138,500 | SH | SOLE | 1,613,560 | 0 | 524,940 | ||
UMB FINL CORP | COM | 902788108 | 90,780 | 1,761,000 | SH | SOLE | 1,329,295 | 0 | 431,705 | ||
ULTA BEAUTY INC | COM | 90384S303 | 178,705 | 878,501 | SH | SOLE | 824,486 | 0 | 54,015 | ||
VEEVA SYS INC | CL A COM | 922475108 | 256,972 | 1,096,202 | SH | SOLE | 1,028,742 | 0 | 67,460 | ||
WASHINGTON TR BANCORP | COM | 940610108 | 27,657 | 844,475 | SH | SOLE | 637,830 | 0 | 206,645 | ||
WATERS CORP | COM | 941848103 | 150,570 | 834,645 | SH | SOLE | 783,495 | 0 | 51,150 | ||
WELBILT INC | COM | 949090104 | 47,523 | 7,803,411 | SH | SOLE | 5,897,321 | 0 | 1,906,090 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 139,083 | 612,240 | SH | SOLE | 574,820 | 0 | 37,420 | ||
WILEY JOHN & SONS INC | CL A | 968223206 | 170,077 | 4,360,941 | SH | SOLE | 3,671,441 | 0 | 689,500 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 80,595 | 3,384,935 | SH | SOLE | 2,553,910 | 0 | 831,025 | ||
WORKDAY INC | CL A | 98138H101 | 282,764 | 1,509,200 | SH | SOLE | 1,416,900 | 0 | 92,300 | ||
WORKIVA INC | COM CL A | 98139A105 | 31,885 | 596,085 | SH | SOLE | 450,175 | 0 | 145,910 | ||
YEXT INC | COM | 98585N106 | 135,876 | 8,180,385 | SH | SOLE | 6,165,085 | 0 | 2,015,300 | ||
ZSCALER INC | COM | 98980G102 | 170,728 | 1,559,160 | SH | SOLE | 1,463,680 | 0 | 95,480 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 1,354 | 31,130 | SH | SOLE | 31,130 | 0 | 0 | ||
ARGO GROUP INTL HLDGS LTD | COM | G0464B107 | 63,396 | 1,820,143 | SH | SOLE | 1,371,343 | 0 | 448,800 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 170,535 | 7,637,030 | SH | SOLE | 7,166,735 | 0 | 470,295 | ||
EVEREST RE GROUP LTD | COM | G3223R108 | 246,911 | 1,197,435 | SH | SOLE | 1,124,015 | 0 | 73,420 | ||
HELEN OF TROY CORP LTD | COM | G4388N106 | 34,130 | 181,003 | SH | SOLE | 136,378 | 0 | 44,625 | ||
JAMES RIV GROUP LTD | COM | G5005R107 | 56,577 | 1,257,275 | SH | SOLE | 949,220 | 0 | 308,055 |