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   14,349,609 295,381 SH   SOLE   3,015 0 292,366
Abbott Laboratories COM 002824100   6,871,411 71,015 SH   SOLE   515 0 70,500
AbbVie, Inc. COM 00287Y109   6,694,395 49,880 SH   SOLE   380 0 49,500
Adobe Incorporated COM 00724F101   38,876,128 141,265 SH   SOLE   650 0 140,615
Advanced Micro Devices, Inc. COM 007903107   26,033,863 410,888 SH   SOLE   1,857 0 409,031
Air Products and Chemicals, Inc. COM 009158106   7,674,272 32,975 SH   SOLE   225 0 32,750
Alcon AG ORD SHS H01301128   35,358,023 607,735 SH   SOLE   2,735 0 605,000
Alphabet Inc. Class C CAP STK CL C 02079K107   109,093,233 1,134,615 SH   SOLE   5,215 0 1,129,400
Amazon.com, Inc. COM 023135106   53,441,090 472,930 SH   SOLE   2,160 0 470,770
Amedisys, Inc. COM 023436108   5,106,351 52,757 SH   SOLE   650 0 52,107
AMETEK, Inc. COM 031100100   14,967,852 131,980 SH   SOLE   1,095 0 130,885
Analog Devices, Inc. COM 032654105   8,980,463 64,450 SH   SOLE   450 0 64,000
Aon Plc Class A SHS CL A G0403H108   73,180,745 273,195 SH   SOLE   1,235 0 271,960
Apple Inc. COM 037833100   118,796,720 859,600 SH   SOLE   3,940 0 855,660
AptarGroup, Inc. COM 038336103   14,944,418 157,260 SH   SOLE   1,575 0 155,685
Arthur J. Gallagher & Co. COM 363576109   171,220 1,000 SH   SOLE   0 0 1,000
Astrazeneca PLC Sponsored ADR SPONSORED ADR 046353108   6,354,311 115,870 SH   SOLE   870 0 115,000
AtriCure, Inc. COM 04963C209   6,844,065 175,040 SH   SOLE   2,360 0 172,680
Avery Dennison Corporation COM 053611109   5,552,951 34,130 SH   SOLE   230 0 33,900
Beacon Roofing Supply, Inc. COM 073685109   4,271,169 78,055 SH   SOLE   1,135 0 76,920
BJ's Wholesale Club Holdings, Inc. COM 05550J101   20,375,587 279,846 SH   SOLE   2,355 0 277,491
BlackLine, Inc. COM 09239B109   6,744,143 112,590 SH   SOLE   1,485 0 111,105
BlackRock, Inc. COM 09247X101   4,407,743 8,010 SH   SOLE   60 0 7,950
Boston Scientific Corporation COM 101137107   43,180,852 1,114,920 SH   SOLE   4,920 0 1,110,000
Broadcom Inc. COM 11135F101   6,933,217 15,615 SH   SOLE   115 0 15,500
Broadridge Financial Solutions, Inc. COM 11133T103   14,868,568 103,025 SH   SOLE   930 0 102,095
BRP Group, Inc. Class A COM CL A 05589G102   4,393,600 166,740 SH   SOLE   2,200 0 164,540
Builders FirstSource, Inc. COM 12008R107   5,607,948 95,179 SH   SOLE   1,286 0 93,893
Burlington Stores, Inc. COM 122017106   6,808,506 60,850 SH   SOLE   500 0 60,350
Cadence Design Systems, Inc. COM 127387108   41,123,891 251,630 SH   SOLE   1,090 0 250,540
CarMax, Inc. COM 143130102   9,243,460 140,010 SH   SOLE   1,150 0 138,860
Carriage Services Inc. COM 143905107   4,285,963 133,270 SH   SOLE   1,770 0 131,500
CBRE Group, Inc. Class A CL A 12504L109   40,592,750 601,285 SH   SOLE   3,265 0 598,020
CDW Corp. COM 12514G108   16,780,941 107,515 SH   SOLE   880 0 106,635
Cedar Fair, L.P. DEPOSITORY UNIT 150185106   355,783 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107   9,987,797 50,751 SH   SOLE   420 0 50,331
Charles Schwab Corp COM 808513105   43,580,890 606,385 SH   SOLE   3,045 0 603,340
Chevron Corporation COM 166764100   7,597,270 52,880 SH   SOLE   380 0 52,500
Chipotle Mexican Grill, Inc. COM 169656105   46,014,512 30,620 SH   SOLE   155 0 30,465
Chubb Limited COM H1467J104   38,318,478 210,680 SH   SOLE   1,090 0 209,590
Cintas Corporation COM 172908105   70,827,207 182,455 SH   SOLE   810 0 181,645
Cisco Systems, Inc. COM 17275R102   7,213,600 180,340 SH   SOLE   1,340 0 179,000
Citizens Financial Group, Inc. COM 174610105   10,297,589 299,697 SH   SOLE   2,485 0 297,212
CMS Energy Corporation COM 125896100   5,223,254 89,685 SH   SOLE   685 0 89,000
Coca-Cola Company COM 191216100   8,039,711 143,515 SH   SOLE   1,015 0 142,500
Cohen & Steers, Inc. COM 19247A100   11,101,794 177,260 SH   SOLE   2,125 0 175,135
Comfort Systems USA, Inc. COM 199908104   7,405,840 76,090 SH   SOLE   1,000 0 75,090
Community Bank System, Inc. COM 203607106   4,439,912 73,900 SH   SOLE   955 0 72,945
ConocoPhillips COM 20825C104   6,187,476 60,460 SH   SOLE   460 0 60,000
Constellation Brands, Inc. Class A CL A 21036P108   61,455,478 267,570 SH   SOLE   1,510 0 266,060
Construction Partners, Inc. Class A COM CL A 21044C107   8,691,520 331,358 SH   SOLE   4,500 0 326,858
Cooper Companies, Inc. COM NEW 216648402   11,487,569 43,530 SH   SOLE   315 0 43,215
Copart, Inc. COM 217204106   41,897,660 393,775 SH   SOLE   1,730 0 392,045
Costco Wholesale Corporation COM 22160K105   49,812,678 105,475 SH   SOLE   475 0 105,000
CrowdStrike Holdings, Inc. Class A CL A 22788C105   39,556,709 240,014 SH   SOLE   1,425 0 238,589
CVS Health Corporation COM 126650100   8,725,878 91,495 SH   SOLE   695 0 90,800
CyberArk Software Ltd. SHS M2682V108   20,493,800 136,680 SH   SOLE   1,390 0 135,290
Descartes Systems Group Inc. COM 249906108   7,651,871 120,445 SH   SOLE   1,585 0 118,860
DexCom, Inc. COM 252131107   40,203,957 499,180 SH   SOLE   2,275 0 496,905
Digital Realty Trust, Inc. COM 253868103   4,068,462 41,021 SH   SOLE   309 0 40,712
Dominion Energy Inc COM 25746U109   5,605,858 81,115 SH   SOLE   615 0 80,500
Domino's Pizza, Inc. COM 25754A201   9,267,225 29,875 SH   SOLE   245 0 29,630
Dorman Products, Inc. COM 258278100   7,263,104 88,445 SH   SOLE   1,205 0 87,240
DuPont de Nemours, Inc. COM 26614N102   4,343,976 86,190 SH   SOLE   690 0 85,500
Dynatrace, Inc. COM NEW 268150109   11,614,286 333,648 SH   SOLE   2,820 0 330,828
Eaton Corp. Plc SHS G29183103   5,844,502 43,825 SH   SOLE   325 0 43,500
Elastic NV ORD SHS N14506104   11,789,035 164,330 SH   SOLE   1,515 0 162,815
Eli Lilly and Company COM 532457108   36,258,853 112,135 SH   SOLE   515 0 111,620
Enterprise Products Partners L.P. COM 293792107   43,400,402 1,825,080 SH   SOLE   5,980 0 1,819,100
ePlus inc. COM 294268107   5,542,267 133,420 SH   SOLE   1,750 0 131,670
Equifax Inc. COM 294429105   342,860 2,000 SH   SOLE   0 0 2,000
Equinix, Inc. COM 29444U700   6,359,631 11,180 SH   SOLE   80 0 11,100
EVERTEC, Inc. COM 30040P103   6,777,087 216,175 SH   SOLE   2,965 0 213,210
Evoqua Water Technologies Corp COM 30057T105   1,815,544 54,900 SH   SOLE   630 0 54,270
ExlService Holdings, Inc. COM 302081104   8,815,812 59,825 SH   SOLE   760 0 59,065
Exponent, Inc. COM 30214U102   7,053,928 80,460 SH   SOLE   1,065 0 79,395
Fastenal Company COM 311900104   57,645,533 1,252,075 SH   SOLE   6,475 0 1,245,600
Fidelity National Information Services, Inc. COM 31620M106   6,548,896 86,660 SH   SOLE   660 0 86,000
First Horizon Corporation COM 320517105   3,685,297 160,930 SH   SOLE   930 0 160,000
Fiserv, Inc. COM 337738108   65,009,629 694,770 SH   SOLE   3,150 0 691,620
FLEETCOR Technologies, Inc. COM 339041105   12,050,029 68,400 SH   SOLE   560 0 67,840
Fortive Corp. COM 34959J108   52,442,892 899,535 SH   SOLE   5,105 0 894,430
Fortune Brands Home & Security, Inc. COM 34964C106   8,427,397 156,964 SH   SOLE   1,260 0 155,704
Gartner, Inc. COM 366651107   14,033,717 50,720 SH   SOLE   425 0 50,295
Genuine Parts Company COM 372460105   3,609,064 24,170 SH   SOLE   170 0 24,000
Glacier Bancorp, Inc. COM 37637Q105   5,734,453 116,720 SH   SOLE   1,570 0 115,150
Global Payments Inc. COM 37940X102   29,041,355 268,777 SH   SOLE   1,205 0 267,572
Globus Medical Inc Class A CL A 379577208   12,937,413 217,180 SH   SOLE   1,870 0 215,310
Grid Dynamics Holdings, Inc. Class A CL A 39813G109   5,224,266 278,925 SH   SOLE   3,690 0 275,235
GSK plc Sponsored ADR SPONSORED ADR 37733W204   3,410,054 115,870 SH   SOLE   870 0 115,000
Hologic, Inc. COM 436440101   9,235,716 143,145 SH   SOLE   1,155 0 141,990
Home Depot, Inc. COM 437076102   76,636,816 277,730 SH   SOLE   1,365 0 276,365
Honeywell International Inc. COM 438516106   49,914,012 298,940 SH   SOLE   1,440 0 297,500
i3 Verticals, Inc. Class A COM CL A 46571Y107   6,677,802 333,390 SH   SOLE   4,430 0 328,960
IAA, Inc. COM 449253103   13,456,943 422,510 SH   SOLE   4,380 0 418,130
ICF International, Inc. COM 44925C103   9,724,584 89,200 SH   SOLE   1,200 0 88,000
IDEX Corporation COM 45167R104   14,182,356 70,965 SH   SOLE   615 0 70,350
Illinois Tool Works Inc. COM 452308109   39,991,395 221,375 SH   SOLE   1,140 0 220,235
InMode Ltd. SHS M5425M103   6,164,479 211,765 SH   SOLE   2,840 0 208,925
Insulet Corporation COM 45784P101   12,023,083 52,411 SH   SOLE   330 0 52,081
Intercontinental Exchange, Inc. COM 45866F104   41,294,920 457,055 SH   SOLE   2,055 0 455,000
International Business Machines Corporation COM 459200101   7,001,473 58,930 SH   SOLE   430 0 58,500
Intuitive Surgical, Inc. COM NEW 46120E602   74,976 400 SH   SOLE   400 0 0
IQVIA Holdings Inc COM 46266C105   14,237,786 78,601 SH   SOLE   661 0 77,940
J & J Snack Foods Corp. COM 466032109   5,953,679 45,985 SH   SOLE   630 0 45,355
Jack Henry & Associates, Inc. COM 426281101   15,395,800 84,467 SH   SOLE   700 0 83,767
Johnson & Johnson COM 478160104   47,181,636 288,820 SH   SOLE   1,420 0 287,400
JPMorgan Chase & Co. COM 46625H100   39,976,998 382,555 SH   SOLE   1,885 0 380,670
Juniper Networks, Inc. COM 48203R104   6,578,845 251,870 SH   SOLE   1,870 0 250,000
KAR Auction Services, Inc. COM 48238T109   4,871,684 436,140 SH   SOLE   6,095 0 430,045
KLA Corporation COM NEW 482480100   32,546,344 107,545 SH   SOLE   515 0 107,030
Knight-Swift Transportation Holdings Inc. Class A CL A 499049104   8,135,346 166,265 SH   SOLE   2,265 0 164,000
L3Harris Technologies Inc COM 502431109   13,965,137 67,195 SH   SOLE   565 0 66,630
Laboratory Corporation of America Holdings COM NEW 50540R409   38,082,371 185,940 SH   SOLE   825 0 185,115
Lam Research Corporation COM 512807108   25,365,630 69,305 SH   SOLE   315 0 68,990
Lamb Weston Holdings, Inc. COM 513272104   18,193,276 235,116 SH   SOLE   1,965 0 233,151
Lattice Semiconductor Corporation COM 518415104   4,910,419 99,785 SH   SOLE   1,350 0 98,435
La-Z-Boy Incorporated COM 505336107   5,276,077 233,765 SH   SOLE   3,120 0 230,645
Lennox International Inc. COM 526107107   10,440,997 46,890 SH   SOLE   385 0 46,505
Leslie's, Inc. COM 527064109   77,669 5,280 SH   SOLE   5,280 0 0
Lincoln Electric Holdings, Inc. COM 533900106   5,636,656 44,835 SH   SOLE   335 0 44,500
LivaNova Plc SHS G5509L101   8,305,109 163,583 SH   SOLE   1,385 0 162,198
Lockheed Martin Corporation COM 539830109   5,643,697 14,610 SH   SOLE   110 0 14,500
M.D.C. Holdings, Inc. COM 552676108   2,414,057 88,040 SH   SOLE   540 0 87,500
Marten Transport, Ltd. COM 573075108   6,771,375 353,412 SH   SOLE   4,543 0 348,869
Mastercard Incorporated Class A CL A 57636Q104   56,515,418 198,760 SH   SOLE   900 0 197,860
McDonald's Corporation COM 580135101   27,253,855 118,115 SH   SOLE   515 0 117,600
Medtronic Plc SHS G5960L103   49,779,550 616,465 SH   SOLE   3,085 0 613,380
Merck & Co., Inc. COM 58933Y105   46,510,140 540,062 SH   SOLE   2,810 0 537,252
Meta Platforms Inc. Class A CL A 30303M102   26,047,168 191,975 SH   SOLE   835 0 191,140
Mettler-Toledo International Inc. COM 592688105   13,182,899 12,160 SH   SOLE   110 0 12,050
Microchip Technology Incorporated COM 595017104   22,024,508 360,880 SH   SOLE   2,880 0 358,000
Microsoft Corporation COM 594918104   145,188,697 623,395 SH   SOLE   2,965 0 620,430
Model N, Inc. COM 607525102   11,444,424 334,339 SH   SOLE   4,025 0 330,314
Mondelez International, Inc. Class A CL A 609207105   35,627,436 649,780 SH   SOLE   3,240 0 646,540
Morningstar, Inc. COM 617700109   5,588,263 26,320 SH   SOLE   345 0 25,975
Murphy USA, Inc. COM 626755102   2,882,432 10,485 SH   SOLE   105 0 10,380
Newell Brands Inc COM 651229106   4,406,672 317,255 SH   SOLE   2,255 0 315,000
NexPoint Residential Trust, Inc. COM 65341D102   5,131,390 111,045 SH   SOLE   1,495 0 109,550
NextEra Energy, Inc. COM 65339F101   7,624,588 97,240 SH   SOLE   740 0 96,500
Nomad Foods Ltd. USD ORD SHS G6564A105   4,504,169 317,195 SH   SOLE   4,235 0 312,960
Nordson Corporation COM 655663102   16,670,625 78,535 SH   SOLE   655 0 77,880
Northern Trust Corporation COM 665859104   19,293,780 225,500 SH   SOLE   1,780 0 223,720
NuVasive, Inc. COM 670704105   5,002,445 114,185 SH   SOLE   1,505 0 112,680
NVIDIA Corporation COM 67066G104   32,227,831 265,490 SH   SOLE   1,170 0 264,320
Okta, Inc. Class A CL A 679295105   8,004,736 140,755 SH   SOLE   1,215 0 139,540
Old Dominion Freight Line, Inc. COM 679580100   14,051,775 56,485 SH   SOLE   485 0 56,000
Ollie's Bargain Outlet Holdings Inc COM 681116109   4,097,298 79,405 SH   SOLE   1,025 0 78,380
Omnicell, Inc. COM 68213N109   6,615,150 76,010 SH   SOLE   1,010 0 75,000
Onto Innovation, Inc. COM 683344105   5,241,277 81,831 SH   SOLE   1,120 0 80,711
O'Reilly Automotive, Inc. COM 67103H107   106,399,976 151,276 SH   SOLE   835 0 150,441
Pacira Biosciences, Inc. COM 695127100   7,590,745 142,710 SH   SOLE   1,995 0 140,715
Palo Alto Networks, Inc. COM 697435105   61,996,153 378,510 SH   SOLE   2,145 0 376,365
Patrick Industries, Inc. COM 703343103   19,071 435 SH   SOLE   435 0 0
Paylocity Holding Corp. COM 70438V106   28,174,268 116,625 SH   SOLE   1,115 0 115,510
PerkinElmer, Inc. COM 714046109   12,158,745 101,045 SH   SOLE   865 0 100,180
Perrigo Co. Plc SHS G97822103   5,208,856 146,070 SH   SOLE   1,070 0 145,000
Petco Health & Wellness Company, Inc. Class A COM 71601V105   7,334,185 657,185 SH   SOLE   8,850 0 648,335
Philip Morris International Inc. COM 718172109   4,474,239 53,900 SH   SOLE   400 0 53,500
Pinnacle Financial Partners, Inc. COM 72346Q104   5,167,693 63,720 SH   SOLE   830 0 62,890
PNC Financial Services Group, Inc. COM 693475105   7,950,639 53,210 SH   SOLE   410 0 52,800
Pool Corporation COM 73278L105   5,339,563 16,780 SH   SOLE   40 0 16,740
Power Integrations, Inc. COM 739276103   17,595,703 273,565 SH   SOLE   2,880 0 270,685
Prestige Consumer Healthcare Inc COM 74112D101   8,085,166 162,255 SH   SOLE   2,255 0 160,000
Procter & Gamble Company COM 742718109   6,804,875 53,900 SH   SOLE   400 0 53,500
PTC Inc. COM 69370C100   13,573,942 129,770 SH   SOLE   1,075 0 128,695
Q2 Holdings, Inc. COM 74736L109   5,373,214 166,870 SH   SOLE   2,160 0 164,710
Qualys, Inc. COM 74758T303   8,497,354 60,961 SH   SOLE   820 0 60,141
QuidelOrtho Corporation COM 219798105   3,086,149 43,175 SH   SOLE   563 0 42,612
Rapid7 Inc. COM 753422104   3,177,390 74,065 SH   SOLE   1,000 0 73,065
Raymond James Financial, Inc. COM 754730109   21,237,308 214,909 SH   SOLE   1,709 0 213,200
Repay Holdings Corp. Class A COM CL A 76029L100   4,852,754 687,359 SH   SOLE   9,260 0 678,099
Republic Services, Inc. COM 760759100   17,209,740 126,505 SH   SOLE   1,055 0 125,450
ResMed Inc. COM 761152107   14,677,402 67,235 SH   SOLE   550 0 66,685
Ritchie Bros. Auctioneers Incorporated COM 767744105   8,485,721 135,815 SH   SOLE   1,740 0 134,075
Roper Technologies, Inc. COM 776696106   28,897,075 80,350 SH   SOLE   350 0 80,000
S&P Global, Inc. COM 78409V104   50,532,372 165,490 SH   SOLE   750 0 164,740
Salesforce, Inc. COM 79466L302   31,582,948 219,570 SH   SOLE   1,460 0 218,110
Service Corporation International COM 817565104   15,025,392 260,225 SH   SOLE   2,170 0 258,055
ServiceNow, Inc. COM 81762P102   32,740,675 86,705 SH   SOLE   375 0 86,330
Sherwin-Williams Company COM 824348106   34,264,913 167,350 SH   SOLE   765 0 166,585
Skyworks Solutions, Inc. COM 83088M102   39,893,568 467,850 SH   SOLE   2,580 0 465,270
Smith & Nephew PLC Sponsored ADR ADR NEW 83175M205   3,506,569 151,015 SH   SOLE   1,015 0 150,000
SPS Commerce, Inc. COM 78463M107   7,083,595 57,020 SH   SOLE   795 0 56,225
STAAR Surgical Company COM PAR $0.01 852312305   7,409,515 105,025 SH   SOLE   1,515 0 103,510
Stanley Black & Decker, Inc. COM 854502101   1,742,992 23,175 SH   SOLE   175 0 23,000
Starbucks Corporation COM 855244109   38,089,311 452,045 SH   SOLE   2,045 0 450,000
STERIS Plc SHS USD G8473T100   14,221,928 85,530 SH   SOLE   715 0 84,815
Stevanato Group SpA ORD SHS T9224W109   10,325,353 609,525 SH   SOLE   5,115 0 604,410
Syneos Health, Inc. Class A CL A 87166B102   5,379,108 114,085 SH   SOLE   1,585 0 112,500
Synopsys, Inc. COM 871607107   45,108,551 147,650 SH   SOLE   665 0 146,985
Sysco Corporation COM 871829107   8,693,087 122,940 SH   SOLE   940 0 122,000
Target Corporation COM 87612E106   5,905,180 39,795 SH   SOLE   295 0 39,500
Teledyne Technologies Incorporated COM 879360105   10,615,119 31,455 SH   SOLE   270 0 31,185
Teleflex Incorporated COM 879369106   4,098,301 20,343 SH   SOLE   180 0 20,163
Tenable Holdings, Inc. COM 88025T102   4,900,884 140,830 SH   SOLE   1,805 0 139,025
Tetra Tech, Inc. COM 88162G103   5,859,683 45,590 SH   SOLE   630 0 44,960
Texas Instruments Incorporated COM 882508104   45,745,230 295,550 SH   SOLE   1,245 0 294,305
Thermo Fisher Scientific Inc. COM 883556102   68,578,683 135,213 SH   SOLE   605 0 134,608
TJX Companies Inc COM 872540109   60,800,571 978,760 SH   SOLE   4,760 0 974,000
TransUnion COM 89400J107   14,499,201 243,725 SH   SOLE   2,045 0 241,680
Travel Plus Leisure Co. COM 894164102   3,092,808 90,645 SH   SOLE   645 0 90,000
Truist Financial Corporation COM 89832Q109   31,694,944 727,950 SH   SOLE   3,180 0 724,770
Twilio, Inc. Class A CL A 90138F102   9,780,684 141,462 SH   SOLE   765 0 140,697
UFP Technologies, Inc. COM 902673102   6,052,579 70,510 SH   SOLE   895 0 69,615
Ulta Beauty Inc. COM 90384S303   73,000,532 181,960 SH   SOLE   1,010 0 180,950
UnitedHealth Group Incorporated COM 91324P102   56,208,426 111,295 SH   SOLE   495 0 110,800
Varonis Systems, Inc. COM 922280102   5,978,536 225,435 SH   SOLE   3,035 0 222,400
Veeva Systems Inc Class A CL A COM 922475108   12,320,658 74,725 SH   SOLE   640 0 74,085
Verisk Analytics Inc COM 92345Y106   18,450,493 108,195 SH   SOLE   925 0 107,270
Verizon Communications Inc. COM 92343V104   5,336,493 140,545 SH   SOLE   1,045 0 139,500
Visa Inc. Class A COM CL A 92826C839   47,302,866 266,270 SH   SOLE   1,240 0 265,030
Vulcan Materials Company COM 929160109   15,737,093 99,785 SH   SOLE   855 0 98,930
W. P. Carey Inc. COM 92936U109   6,102,963 87,435 SH   SOLE   635 0 86,800
W.W. Grainger, Inc. COM 384802104   4,187,467 8,560 SH   SOLE   60 0 8,500
Webster Financial Corporation COM 947890109   17,723,146 392,105 SH   SOLE   3,150 0 388,955
WEC Energy Group Inc COM 92939U106   3,063,871 34,260 SH   SOLE   260 0 34,000
Wendy's Company COM 95058W100   7,887,834 422,035 SH   SOLE   4,290 0 417,745
Westinghouse Air Brake Technologies Corporation COM 929740108   15,286,234 187,907 SH   SOLE   1,595 0 186,312
Williams Companies, Inc. COM 969457100   581,990 20,328 SH   SOLE   145 0 20,183
WNS (Holdings) Limited Sponsored ADR SPON ADR 92932M101   9,504,080 116,130 SH   SOLE   1,410 0 114,720
Workday, Inc. Class A CL A 98138H101   52,827,189 347,045 SH   SOLE   1,580 0 345,465
Zendesk, Inc. COM 98936J101   85,232 1,120 SH   SOLE   710 0 410