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   16,151,980 295,391 SH   SOLE   3,025 0 292,366
Abbott Laboratories COM 002824100   7,715,780 71,015 SH   SOLE   515 0 70,500
AbbVie, Inc. COM 00287Y109   7,635,026 49,850 SH   SOLE   350 0 49,500
Adobe Incorporated COM 00724F101   42,446,487 115,955 SH   SOLE   515 0 115,440
Advanced Micro Devices, Inc. COM 007903107   31,414,871 410,813 SH   SOLE   1,782 0 409,031
Air Products and Chemicals, Inc. COM 009158106   32,028,329 133,185 SH   SOLE   665 0 132,520
Alcon AG ORD SHS H01301128   42,466,562 607,620 SH   SOLE   2,620 0 605,000
Alphabet Inc. Class C CAP STK CL C 02079K107   115,453,612 52,780 SH   SOLE   240 0 52,540
Amazon.com, Inc. COM 023135106   62,899,687 592,220 SH   SOLE   2,620 0 589,600
Amedisys, Inc. COM 023436108   3,165,374 30,112 SH   SOLE   345 0 29,767
AMETEK, Inc. COM 031100100   14,503,281 131,980 SH   SOLE   1,095 0 130,885
Analog Devices, Inc. COM 032654105   9,855,962 67,465 SH   SOLE   465 0 67,000
Aon Plc Class A SHS CL A G0403H108   73,665,789 273,160 SH   SOLE   1,200 0 271,960
Apple Inc. COM 037833100   117,514,941 859,530 SH   SOLE   3,870 0 855,660
Aptargroup, Inc. COM 038336103   16,230,804 157,260 SH   SOLE   1,575 0 155,685
Arthur J. Gallagher & Co. COM 363576109   163,040 1,000 SH   SOLE   0 0 1,000
Astrazeneca PLC Sponsored ADR SPONSORED ADR 046353108   4,659,917 70,530 SH   SOLE   530 0 70,000
AtriCure, Inc. COM 04963C209   5,907,334 144,575 SH   SOLE   2,035 0 142,540
Avery Dennison Corporation COM 053611109   6,341,257 39,175 SH   SOLE   275 0 38,900
AZEK Co., Inc. Class A CL A 05478C105   885,546 52,900 SH   SOLE   630 0 52,270
Beacon Roofing Supply, Inc. COM 073685109   5,443,903 105,995 SH   SOLE   1,305 0 104,690
Best Buy Co., Inc. COM 086516101   1,216,445 18,660 SH   SOLE   160 0 18,500
BJ's Wholesale Club Holdings, Inc. COM 05550J101   17,714,210 284,246 SH   SOLE   2,355 0 281,891
BlackLine, Inc. COM 09239B109   7,001,325 105,125 SH   SOLE   1,450 0 103,675
BlackRock, Inc. COM 09247X101   4,878,410 8,010 SH   SOLE   60 0 7,950
Blackstone Inc. COM 09260D107   145,968 1,600 SH   SOLE   0 0 1,600
Boston Scientific Corporation COM 101137107   41,553,068 1,114,920 SH   SOLE   4,920 0 1,110,000
Broadcom Inc. COM 11135F101   7,585,924 15,615 SH   SOLE   115 0 15,500
Broadridge Financial Solutions, Inc. COM 11133T103   16,326,253 114,530 SH   SOLE   930 0 113,600
BRP Group, Inc. Class A COM CL A 05589G102   1,801,349 74,590 SH   SOLE   885 0 73,705
Builders FirstSource, Inc. COM 12008R107   5,107,084 95,104 SH   SOLE   1,211 0 93,893
Burlington Stores, Inc. COM 122017106   8,289,596 60,850 SH   SOLE   500 0 60,350
Cadence Design Systems, Inc. COM 127387108   37,752,049 251,630 SH   SOLE   1,090 0 250,540
CarMax, Inc. COM 143130102   12,668,105 140,010 SH   SOLE   1,150 0 138,860
Carriage Services Inc. COM 143905107   5,284,156 133,270 SH   SOLE   1,770 0 131,500
CBRE Group, Inc. Class A CL A 12504L109   39,846,933 541,325 SH   SOLE   2,960 0 538,365
CDW Corp. COM 12514G108   16,940,064 107,515 SH   SOLE   880 0 106,635
Cedar Fair, L.P. DEPOSITORY UNIT 150185106   379,646 8,646 SH   SOLE   0 0 8,646
Charles River Laboratories International, Inc. COM 159864107   10,859,191 50,751 SH   SOLE   420 0 50,331
Charles Schwab Corp COM 808513105   38,312,035 606,395 SH   SOLE   3,055 0 603,340
Chevron Corporation COM 166764100   9,477,299 65,460 SH   SOLE   460 0 65,000
Chipotle Mexican Grill, Inc. COM 169656105   6,399,038 4,895 SH   SOLE   40 0 4,855
Chubb Limited COM H1467J104   41,416,456 210,685 SH   SOLE   1,095 0 209,590
Cintas Corporation COM 172908105   68,154,284 182,460 SH   SOLE   815 0 181,645
Cisco Systems, Inc. COM 17275R102   7,689,697 180,340 SH   SOLE   1,340 0 179,000
Citizens Financial Group, Inc. COM 174610105   10,696,186 299,697 SH   SOLE   2,485 0 297,212
CMS Energy Corporation COM 125896100   6,051,713 89,655 SH   SOLE   655 0 89,000
Coca-Cola Company COM 191216100   9,028,528 143,515 SH   SOLE   1,015 0 142,500
Cohen & Steers, Inc. COM 19247A100   11,271,963 177,260 SH   SOLE   2,125 0 175,135
Comfort Systems USA, Inc. COM 199908104   6,326,884 76,090 SH   SOLE   1,000 0 75,090
Community Bank System, Inc. COM 203607106   3,591,141 56,750 SH   SOLE   790 0 55,960
ConocoPhillips COM 20825C104   6,559,722 73,040 SH   SOLE   540 0 72,500
Constellation Brands, Inc. Class A CL A 21036P108   62,349,377 267,525 SH   SOLE   1,465 0 266,060
Construction Partners, Inc. Class A COM CL A 21044C107   6,939,265 331,388 SH   SOLE   4,530 0 326,858
Cooper Companies, Inc. COM NEW 216648402   12,108,350 38,670 SH   SOLE   315 0 38,355
Copart, Inc. COM 217204106   42,786,506 393,765 SH   SOLE   1,720 0 392,045
Costco Wholesale Corporation COM 22160K105   50,552,058 105,475 SH   SOLE   475 0 105,000
CrowdStrike Holdings, Inc. Class A CL A 22788C105   40,406,191 239,714 SH   SOLE   1,375 0 238,339
CVS Health Corporation COM 126650100   8,472,367 91,435 SH   SOLE   635 0 90,800
CyberArk Software Ltd. SHS M2682V108   17,488,293 136,670 SH   SOLE   1,380 0 135,290
Descartes Systems Group Inc. COM 249906108   7,475,748 120,460 SH   SOLE   1,600 0 118,860
DexCom, Inc. COM 252131107   34,201,817 458,900 SH   SOLE   2,020 0 456,880
Digital Realty Trust, Inc. COM 253868103   5,324,458 41,011 SH   SOLE   299 0 40,712
Dominion Energy Inc COM 25746U109   6,470,995 81,080 SH   SOLE   580 0 80,500
Domino's Pizza, Inc. COM 25754A201   11,642,586 29,875 SH   SOLE   245 0 29,630
Dorman Products, Inc. COM 258278100   9,704,398 88,455 SH   SOLE   1,215 0 87,240
DuPont de Nemours, Inc. COM 26614N102   7,026,146 126,415 SH   SOLE   915 0 125,500
Dynatrace, Inc. COM NEW 268150109   5,993,224 151,958 SH   SOLE   995 0 150,963
Eaton Corp. Plc SHS G29183103   5,521,512 43,825 SH   SOLE   325 0 43,500
Elastic NV ORD SHS N14506104   10,664,115 157,590 SH   SOLE   1,335 0 156,255
Eli Lilly and Company COM 532457108   37,769,553 116,490 SH   SOLE   515 0 115,975
Enterprise Products Partners L.P. COM 293792107   44,477,199 1,825,080 SH   SOLE   5,980 0 1,819,100
ePlus inc. COM 294268107   7,087,270 133,420 SH   SOLE   1,750 0 131,670
Equinix, Inc. COM 29444U700   7,345,484 11,180 SH   SOLE   80 0 11,100
EVERTEC, Inc. COM 30040P103   7,972,534 216,175 SH   SOLE   2,965 0 213,210
ExlService Holdings, Inc. COM 302081104   10,741,830 72,910 SH   SOLE   930 0 71,980
Exponent, Inc. COM 30214U102   7,360,134 80,465 SH   SOLE   1,070 0 79,395
Fastenal Company COM 311900104   62,503,583 1,252,075 SH   SOLE   6,475 0 1,245,600
Fidelity National Information Services, Inc. COM 31620M106   6,463,651 70,510 SH   SOLE   510 0 70,000
First Horizon Corporation COM 320517105   8,374,064 383,077 SH   SOLE   2,545 0 380,532
Fiserv, Inc. COM 337738108   61,813,687 694,770 SH   SOLE   3,150 0 691,620
FLEETCOR Technologies, Inc. COM 339041105   14,371,525 68,400 SH   SOLE   560 0 67,840
Fortive Corp. COM 34959J108   47,522,410 873,895 SH   SOLE   4,580 0 869,315
Fortune Brands Home & Security, Inc. COM 34964C106   9,216,131 153,910 SH   SOLE   1,260 0 152,650
Gartner, Inc. COM 366651107   12,265,618 50,720 SH   SOLE   425 0 50,295
Genuine Parts Company COM 372460105   4,552,590 34,230 SH   SOLE   230 0 34,000
Glacier Bancorp, Inc. COM 37637Q105   5,534,862 116,720 SH   SOLE   1,570 0 115,150
Global Payments Inc. COM 37940X102   29,738,041 268,782 SH   SOLE   1,210 0 267,572
Globus Medical Inc Class A CL A 379577208   11,261,965 200,605 SH   SOLE   1,740 0 198,865
Graco Inc. COM 384109104   11,696,344 196,875 SH   SOLE   1,630 0 195,245
Grid Dynamics Holdings, Inc. Class A CL A 39813G109   4,679,744 278,225 SH   SOLE   3,690 0 274,535
Hologic, Inc. COM 436440101   9,919,949 143,145 SH   SOLE   1,155 0 141,990
Home Depot, Inc. COM 437076102   76,153,809 277,660 SH   SOLE   1,295 0 276,365
Honeywell International Inc. COM 438516106   51,950,071 298,890 SH   SOLE   1,390 0 297,500
i3 Verticals, Inc. Class A COM CL A 46571Y107   8,342,169 333,420 SH   SOLE   4,460 0 328,960
IAA, Inc. COM 449253103   13,404,569 409,050 SH   SOLE   4,350 0 404,700
ICF International, Inc. COM 44925C103   8,478,275 89,245 SH   SOLE   1,245 0 88,000
IDEX Corporation COM 45167R104   12,883,925 70,935 SH   SOLE   605 0 70,330
Illinois Tool Works Inc. COM 452308109   31,667,761 173,760 SH   SOLE   855 0 172,905
InMode Ltd. SHS M5425M103   4,744,533 211,715 SH   SOLE   2,790 0 208,925
Insulet Corporation COM 45784P101   11,422,453 52,411 SH   SOLE   330 0 52,081
Intercontinental Exchange, Inc. COM 45866F104   42,973,929 456,975 SH   SOLE   1,975 0 455,000
International Business Machines Corporation COM 459200101   8,318,209 58,915 SH   SOLE   415 0 58,500
Intuitive Surgical, Inc. COM NEW 46120E602   97,344 485 SH   SOLE   485 0 0
IQVIA Holdings Inc COM 46266C105   17,055,631 78,601 SH   SOLE   661 0 77,940
J & J Snack Foods Corp. COM 466032109   6,422,266 45,985 SH   SOLE   630 0 45,355
Jack Henry & Associates, Inc. COM 426281101   15,205,749 84,467 SH   SOLE   700 0 83,767
Johnson & Johnson COM 478160104   51,270,213 288,830 SH   SOLE   1,430 0 287,400
JPMorgan Chase & Co. COM 46625H100   43,079,519 382,555 SH   SOLE   1,885 0 380,670
Juniper Networks, Inc. COM 48203R104   7,177,156 251,830 SH   SOLE   1,830 0 250,000
KAR Auction Services, Inc. COM 48238T109   6,441,788 436,140 SH   SOLE   6,095 0 430,045
KLA Corporation COM NEW 482480100   34,315,458 107,545 SH   SOLE   515 0 107,030
Knight-Swift Transportation Holdings Inc. Class A CL A 499049104   7,687,612 166,075 SH   SOLE   2,075 0 164,000
L3Harris Technologies Inc COM 502431109   16,241,032 67,195 SH   SOLE   565 0 66,630
Laboratory Corporation of America Holdings COM NEW 50540R409   43,576,898 185,940 SH   SOLE   825 0 185,115
Lam Research Corporation COM 512807108   29,534,326 69,305 SH   SOLE   315 0 68,990
Lamb Weston Holdings, Inc. COM 513272104   18,138,405 253,826 SH   SOLE   2,120 0 251,706
Lattice Semiconductor Corporation COM 518415104   4,840,059 99,795 SH   SOLE   1,360 0 98,435
La-Z-Boy Incorporated COM 505336107   5,541,146 233,705 SH   SOLE   3,060 0 230,645
Lennox International Inc. COM 526107107   9,687,005 46,890 SH   SOLE   385 0 46,505
Leslie's, Inc. COM 527064109   80,151 5,280 SH   SOLE   5,280 0 0
Lincoln Electric Holdings, Inc. COM 533900106   5,528,996 44,820 SH   SOLE   320 0 44,500
LivaNova Plc SHS G5509L101   10,219,030 163,583 SH   SOLE   1,385 0 162,198
Lockheed Martin Corporation COM 539830109   6,279,566 14,605 SH   SOLE   105 0 14,500
M.D.C. Holdings, Inc. COM 552676108   3,497,880 108,260 SH   SOLE   760 0 107,500
Marten Transport, Ltd. COM 573075108   7,516,724 446,892 SH   SOLE   6,243 0 440,649
Mastercard Incorporated Class A CL A 57636Q104   62,704,804 198,760 SH   SOLE   900 0 197,860
McDonald's Corporation COM 580135101   44,630,967 180,780 SH   SOLE   780 0 180,000
Medtronic Plc SHS G5960L103   55,323,247 616,415 SH   SOLE   3,035 0 613,380
Merck & Co., Inc. COM 58933Y105   49,254,776 540,252 SH   SOLE   3,000 0 537,252
Meta Platforms Inc. Class A CL A 30303M102   36,568,276 226,780 SH   SOLE   975 0 225,805
Mettler-Toledo International Inc. COM 592688105   13,969,043 12,160 SH   SOLE   110 0 12,050
Microchip Technology Incorporated COM 595017104   20,955,265 360,800 SH   SOLE   2,800 0 358,000
Microsoft Corporation COM 594918104   160,098,833 623,365 SH   SOLE   2,935 0 620,430
Model N, Inc. COM 607525102   7,751,865 303,044 SH   SOLE   4,025 0 299,019
Mondelez International, Inc. Class A CL A 609207105   40,346,082 649,800 SH   SOLE   3,260 0 646,540
Morningstar, Inc. COM 617700109   6,364,966 26,320 SH   SOLE   345 0 25,975
Murphy USA, Inc. COM 626755102   5,301,286 22,765 SH   SOLE   290 0 22,475
Newell Brands Inc COM 651229106   6,040,536 317,255 SH   SOLE   2,255 0 315,000
NexPoint Residential Trust, Inc. COM 65341D102   5,878,440 94,040 SH   SOLE   1,370 0 92,670
NextEra Energy, Inc. COM 65339F101   7,529,112 97,200 SH   SOLE   700 0 96,500
Nomad Foods Ltd. USD ORD SHS G6564A105   6,081,658 304,235 SH   SOLE   4,235 0 300,000
Nordson Corporation COM 655663102   15,898,625 78,535 SH   SOLE   655 0 77,880
Northern Trust Corporation COM 665859104   21,756,239 225,500 SH   SOLE   1,780 0 223,720
NuVasive, Inc. COM 670704105   5,613,335 114,185 SH   SOLE   1,505 0 112,680
NVIDIA Corporation COM 67066G104   40,245,629 265,490 SH   SOLE   1,170 0 264,320
Okta, Inc. Class A CL A 679295105   10,608,892 117,355 SH   SOLE   1,025 0 116,330
Old Dominion Freight Line, Inc. COM 679580100   14,659,216 57,200 SH   SOLE   500 0 56,700
Ollie's Bargain Outlet Holdings Inc COM 681116109   4,662,694 79,365 SH   SOLE   985 0 78,380
Omnicell, Inc. COM 68213N109   8,645,000 76,000 SH   SOLE   1,000 0 75,000
Onto Innovation, Inc. COM 683344105   5,706,894 81,831 SH   SOLE   1,120 0 80,711
O'Reilly Automotive, Inc. COM 67103H107   95,557,490 151,256 SH   SOLE   815 0 150,441
Pacira Biosciences, Inc. COM 695127100   8,319,995 142,710 SH   SOLE   1,995 0 140,715
Palo Alto Networks, Inc. COM 697435105   70,033,283 141,785 SH   SOLE   800 0 140,985
Patrick Industries, Inc. COM 703343103   4,663,267 89,955 SH   SOLE   1,165 0 88,790
Paylocity Holding Corp. COM 70438V106   22,006,572 126,170 SH   SOLE   1,270 0 124,900
PerkinElmer, Inc. COM 714046109   14,370,620 101,045 SH   SOLE   865 0 100,180
Petco Health & Wellness Company, Inc. Class A COM 71601V105   7,374,643 500,315 SH   SOLE   6,990 0 493,325
Philip Morris International Inc. COM 718172109   5,321,099 53,890 SH   SOLE   390 0 53,500
Pinnacle Financial Partners, Inc. COM 72346Q104   3,793,383 52,460 SH   SOLE   700 0 51,760
PNC Financial Services Group, Inc. COM 693475105   8,390,997 53,185 SH   SOLE   385 0 52,800
Pool Corporation COM 73278L105   5,893,639 16,780 SH   SOLE   40 0 16,740
Power Integrations, Inc. COM 739276103   20,520,111 273,565 SH   SOLE   2,880 0 270,685
PPG Industries, Inc. COM 693506107   14,584,638 127,555 SH   SOLE   575 0 126,980
Prestige Consumer Healthcare Inc COM 74112D101   9,540,594 162,255 SH   SOLE   2,255 0 160,000
Procter & Gamble Company COM 742718109   7,750,281 53,900 SH   SOLE   400 0 53,500
PTC Inc. COM 69370C100   13,799,742 129,770 SH   SOLE   1,075 0 128,695
Q2 Holdings, Inc. COM 74736L109   5,364,122 139,075 SH   SOLE   1,945 0 137,130
Qualys, Inc. COM 74758T303   7,686,468 60,936 SH   SOLE   795 0 60,141
QuidelOrtho Corporation COM 219798105   4,195,747 43,175 SH   SOLE   563 0 42,612
Rapid7 Inc. COM 753422104   4,947,542 74,065 SH   SOLE   1,000 0 73,065
Raymond James Financial, Inc. COM 754730109   20,832,887 233,004 SH   SOLE   1,804 0 231,200
Repay Holdings Corp. Class A COM CL A 76029L100   6,041,158 470,129 SH   SOLE   6,250 0 463,879
Republic Services, Inc. COM 760759100   17,100,129 130,665 SH   SOLE   1,055 0 129,610
ResMed Inc. COM 761152107   13,939,346 66,495 SH   SOLE   560 0 65,935
Ritchie Bros. Auctioneers Incorporated COM 767744105   10,547,852 162,125 SH   SOLE   2,125 0 160,000
Roper Technologies, Inc. COM 776696106   31,710,128 80,350 SH   SOLE   350 0 80,000
S&P Global, Inc. COM 78409V104   55,776,689 165,480 SH   SOLE   740 0 164,740
Salesforce, Inc. COM 79466L302   45,811,803 277,580 SH   SOLE   1,215 0 276,365
Semtech Corporation COM 816850101   5,796,862 105,455 SH   SOLE   1,445 0 104,010
Service Corporation International COM 817565104   17,986,752 260,225 SH   SOLE   2,170 0 258,055
ServiceNow, Inc. COM 81762P102   41,232,339 86,710 SH   SOLE   380 0 86,330
Skyworks Solutions, Inc. COM 83088M102   43,341,623 467,850 SH   SOLE   2,580 0 465,270
Smith & Nephew PLC Sponsored ADR SPDN ADR NEW 83175M205   6,796,258 243,419 SH   SOLE   1,445 0 241,974
SPS Commerce, Inc. COM 78463M107   6,446,111 57,020 SH   SOLE   795 0 56,225
STAAR Surgical Company COM PAR $0.01 852312305   7,449,423 105,025 SH   SOLE   1,515 0 103,510
Stanley Black & Decker, Inc. COM 854502101   4,014,041 38,280 SH   SOLE   280 0 38,000
Starbucks Corporation COM 855244109   34,523,315 451,935 SH   SOLE   1,935 0 450,000
STERIS Plc SHS USD G8473T100   17,632,009 85,530 SH   SOLE   715 0 84,815
Stevanato Group SpA ORD SHS T9224W109   9,636,591 609,525 SH   SOLE   5,115 0 604,410
Syneos Health, Inc. Class A CL A 87166B102   8,177,613 114,085 SH   SOLE   1,585 0 112,500
Synopsys, Inc. COM 871607107   44,841,306 147,650 SH   SOLE   665 0 146,985
Sysco Corporation COM 871829107   10,410,435 122,895 SH   SOLE   895 0 122,000
Tandem Diabetes Care, Inc. COM NEW 875372203   2,804,422 47,380 SH   SOLE   570 0 46,810
Target Corporation COM 87612E106   5,620,248 39,795 SH   SOLE   295 0 39,500
Teledyne Technologies Incorporated COM 879360105   11,795,333 31,445 SH   SOLE   270 0 31,175
Teleflex Incorporated COM 879369106   9,737,628 39,608 SH   SOLE   335 0 39,273
Tenable Holdings, Inc. COM 88025T102   5,845,856 128,735 SH   SOLE   1,655 0 127,080
Tetra Tech, Inc. COM 88162G103   6,225,315 45,590 SH   SOLE   630 0 44,960
Texas Instruments Incorporated COM 882508104   47,113,699 306,630 SH   SOLE   1,325 0 305,305
Thermo Fisher Scientific Inc. COM 883556102   73,458,519 135,213 SH   SOLE   605 0 134,608
TJX Companies Inc COM 872540109   54,239,846 971,170 SH   SOLE   4,670 0 966,500
TransUnion COM 89400J107   19,903,512 248,825 SH   SOLE   2,045 0 246,780
Travel Plus Leisure Co. COM 894164102   5,669,079 146,035 SH   SOLE   1,035 0 145,000
Truist Financial Corporation COM 89832Q109   34,526,669 727,950 SH   SOLE   3,180 0 724,770
Twilio, Inc. Class A CL A 90138F102   8,142,728 97,157 SH   SOLE   765 0 96,392
UFP Technologies, Inc. COM 902673102   6,717,697 84,425 SH   SOLE   1,180 0 83,245
Ulta Beauty Inc COM 90384S303   70,143,869 181,965 SH   SOLE   1,015 0 180,950
UnitedHealth Group Incorporated COM 91324P102   57,164,452 111,295 SH   SOLE   495 0 110,800
Varonis Systems, Inc. COM 922280102   4,865,214 165,935 SH   SOLE   2,195 0 163,740
Veeva Systems Inc Class A CL A COM 922475108   11,322,937 57,175 SH   SOLE   470 0 56,705
Verisk Analytics Inc COM 92345Y106   18,727,473 108,195 SH   SOLE   925 0 107,270
Verizon Communications Inc. COM 92343V104   7,131,644 140,525 SH   SOLE   1,025 0 139,500
Visa Inc. Class A COM CL A 92826C839   82,074,581 416,855 SH   SOLE   1,855 0 415,000
Vulcan Materials Company COM 929160109   14,178,028 99,775 SH   SOLE   845 0 98,930
W. P. Carey Inc. COM 92936U109   8,704,858 105,055 SH   SOLE   755 0 104,300
W.W. Grainger, Inc. COM 384802104   5,262,299 11,580 SH   SOLE   80 0 11,500
Webster Financial Corporation COM 947890109   16,295,401 386,605 SH   SOLE   3,150 0 383,455
WEC Energy Group Inc COM 92939U106   3,445,410 34,235 SH   SOLE   235 0 34,000
Wendy's Company COM 95058W100   7,968,022 422,035 SH   SOLE   4,290 0 417,745
Westinghouse Air Brake Technologies Corporation COM 929740108   15,423,407 187,907 SH   SOLE   1,595 0 186,312
Williams Companies, Inc. COM 969457100   634,437 20,328 SH   SOLE   145 0 20,183
WNS (Holdings) Limited Sponsored ADR SPON ADR 92932M101   8,888,504 119,085 SH   SOLE   1,530 0 117,555
Workday, Inc. Class A CL A 98138H101   31,626,735 226,585 SH   SOLE   1,065 0 225,520
Zendesk, Inc. COM 98936J101   7,942,897 107,235 SH   SOLE   805 0 106,430