The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 21VIANET GROUP INC. | SPONSORED ADS A | 90138A103 | 13,815 | 398,252 | SH | SOLE | 184,581 | 0 | 213,671 | ||
| ACUSHNET HOLDINGS CORP. | COM | 005098108 | 78,690 | 1,941,044 | SH | SOLE | 913,527 | 0 | 1,027,517 | ||
| AMERICAN RENAL ASSOCIATES HOLDINGS | COM | 029227105 | 24,924 | 2,176,729 | SH | SOLE | 1,014,083 | 0 | 1,162,646 | ||
| BANK OZK | COM | 06417N103 | 101,917 | 3,259,247 | SH | SOLE | 1,549,524 | 0 | 1,709,723 | ||
| BLACKBAUD INC. | COM | 09227Q100 | 73,707 | 1,280,528 | SH | SOLE | 596,968 | 0 | 683,560 | ||
| BLUCORA, INC. | COM | 095229100 | 71,958 | 4,522,830 | SH | SOLE | 2,169,247 | 0 | 2,353,583 | ||
| BOK FINANCIAL CORPORATION | COM NEW | 05561Q201 | 1,189 | 17,356 | SH | SOLE | 17,356 | 0 | 0 | ||
| BRUNSWICK CORP. | COM | 117043109 | 114,885 | 1,506,892 | SH | SOLE | 714,085 | 0 | 792,807 | ||
| CAE INC | COM | 124765108 | 26,697 | 963,727 | SH | SOLE | 690,277 | 0 | 273,450 | ||
| CARDTRONICS PLC. | SHS CL A | G1991C105 | 125,053 | 3,542,571 | SH | SOLE | 1,661,179 | 0 | 1,881,392 | ||
| CBOE GLOBAL MARKETS INC. | COM | 12503M108 | 61,428 | 659,665 | SH | SOLE | 317,125 | 0 | 342,540 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 134,956 | 540,127 | SH | SOLE | 256,406 | 0 | 283,721 | ||
| CHEMED CORP. | COM | 16359R103 | 98,170 | 184,318 | SH | SOLE | 87,599 | 0 | 96,719 | ||
| ENSIGN GROUP INC | COM | 29358P101 | 42,931 | 588,735 | SH | SOLE | 284,498 | 0 | 304,237 | ||
| CHINA DISTANCE EDUCATION HOLDINGS | SPONS ADR | 16944W104 | 3,319 | 344,670 | SH | SOLE | 159,673 | 0 | 184,997 | ||
| COLLIERS INTERNATIONAL GROUP INC. | SUB VTG SHS | 194693107 | 50,574 | 568,420 | SH | SOLE | 407,148 | 0 | 161,272 | ||
| ENVESTNET, INC. | COM | 29404K106 | 115,581 | 1,404,551 | SH | SOLE | 666,977 | 0 | 737,574 | ||
| EURONET WORLDWIDE INC. | COM | 298736109 | 124,265 | 857,474 | SH | SOLE | 406,991 | 0 | 450,483 | ||
| FEDERAL SIGNAL CORP | COM | 313855108 | 100,260 | 3,022,624 | SH | SOLE | 1,431,598 | 0 | 1,591,026 | ||
| FIRSTSERVICE CORP. | COM | 33767E202 | 28,334 | 207,062 | SH | SOLE | 148,312 | 0 | 58,750 | ||
| FOX FACTORY HOLDING CORP. | COM | 35138V102 | 83,441 | 789,338 | SH | SOLE | 373,826 | 0 | 415,512 | ||
| FRONTDOOR INC. | COM | 35905A109 | 57,918 | 1,153,521 | SH | SOLE | 536,204 | 0 | 617,317 | ||
| GENTHERM INC. | COM | 37253A103 | 100,970 | 1,548,139 | SH | SOLE | 732,028 | 0 | 816,111 | ||
| GLOBUS MEDICAL INC. | CL A | 379577208 | 102,546 | 1,572,303 | SH | SOLE | 749,240 | 0 | 823,063 | ||
| GRAND CANYON EDUCATION INC. | COM | 38526M106 | 148,480 | 1,594,668 | SH | SOLE | 756,382 | 0 | 838,286 | ||
| HEALTHCARE SERVICES GROUP INC. | COM | 421906108 | 87,832 | 3,125,711 | SH | SOLE | 1,480,674 | 0 | 1,645,037 | ||
| HMS HOLDINGS CORP. | COM | 40425J101 | 140,472 | 3,822,360 | SH | SOLE | 1,805,819 | 0 | 2,016,541 | ||
| HOULIHAN LOKEY INC. | CL A | 441593100 | 122,690 | 1,824,930 | SH | SOLE | 863,689 | 0 | 961,241 | ||
| HURON CONSULTING GROUP INC. | COM | 447462102 | 112,773 | 1,913,023 | SH | SOLE | 907,330 | 0 | 1,005,693 | ||
| IPG PHOTONICS CORP. | COM | 44980X109 | 1,637 | 7,314 | SH | SOLE | 7,314 | 0 | 0 | ||
| IRIDIUM COMMUNICATIONS INC. | COM | 46269C102 | 173,524 | 4,412,006 | SH | SOLE | 2,086,174 | 0 | 2,325,832 | ||
| KULICKE & SOFFA INDUSTRIES | COM | 501242101 | 7,767 | 244,169 | SH | SOLE | 113,130 | 0 | 131,039 | ||
| LANDSTAR SYSTEM INC | COM | 515098101 | 79,963 | 593,816 | SH | SOLE | 276,896 | 0 | 316,920 | ||
| LAUREATE EDUCATION, INC. | CL A | 518613203 | 114,026 | 7,831,446 | SH | SOLE | 3,703,995 | 0 | 4,127,451 | ||
| MARKETAXESS HOLDINGS INC. | COM | 57060D108 | 159,011 | 278,692 | SH | SOLE | 132,127 | 0 | 146,565 | ||
| MARRIOTT VACATIONS WORLDWIDE CORP. | COM | 57164Y107 | 113,722 | 828,758 | SH | SOLE | 392,285 | 0 | 436,473 | ||
| MAXIMUS, INC. | COM | 577933104 | 126,583 | 1,729,519 | SH | SOLE | 816,572 | 0 | 912,947 | ||
| NEW ORIENTAL EDUCATION & TECHNOLOGY | SPON ADR | 647581107 | 4,706 | 25,327 | SH | SOLE | 11,774 | 0 | 13,553 | ||
| ORMAT TECHNOLOGIES INC. | COM | 686688102 | 134,991 | 1,495,249 | SH | SOLE | 706,618 | 0 | 788,631 | ||
| PRIMORIS SERVICES CORP. | COM | 74164F103 | 104,379 | 3,780,490 | SH | SOLE | 1,769,682 | 0 | 2,010,808 | ||
| QUALYS INC | COM | 74758T303 | 103,446 | 848,826 | SH | SOLE | 402,486 | 0 | 446,340 | ||
| RE/MAX HOLDINGS INC. | CL A | 75524W108 | 65,092 | 1,791,674 | SH | SOLE | 850,154 | 0 | 941,520 | ||
| REV GROUP INC | COM | 749527107 | 6,651 | 754,881 | SH | SOLE | 351,859 | 0 | 403,022 | ||
| RLI CORP. | COM | 749607107 | 111,192 | 1,067,613 | SH | SOLE | 506,579 | 0 | 561,034 | ||
| SILICON LABORATORIES INC. | COM | 826919102 | 106,064 | 832,918 | SH | SOLE | 397,034 | 0 | 435,884 | ||
| STANTEC INC. | COM | 85472N109 | 36,677 | 1,131,235 | SH | SOLE | 810,295 | 0 | 320,940 | ||
| STONEX GROUP INC | COM | 861896108 | 113,344 | 1,957,583 | SH | SOLE | 925,611 | 0 | 1,031,972 | ||
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | 1,824 | 8,779 | SH | SOLE | 8,779 | 0 | 0 | ||
| TEMPUR SEALY INTERNATIONAL INC. | COM | 88023U101 | 93,619 | 3,467,356 | SH | SOLE | 1,616,700 | 0 | 1,850,656 | ||
| THERMON GROUP HOLDINGS INC | COM | 88362T103 | 50,721 | 3,245,136 | SH | SOLE | 1,550,371 | 0 | 1,694,765 | ||
| THOR INDUSTRIES INC. | COM | 885160101 | 62,526 | 672,395 | SH | SOLE | 313,623 | 0 | 358,772 | ||
| TRACTOR SUPPLY COMPANY | COM | 892356106 | 1,508 | 10,730 | SH | SOLE | 10,730 | 0 | 0 | ||
| TRIP.COM GROUP LTD | ADS | 89677Q107 | 5,144 | 152,519 | SH | SOLE | 70,650 | 0 | 81,869 | ||
| TUCOWS INC. | COM NEW | 898697206 | 20,231 | 274,691 | SH | SOLE | 196,753 | 0 | 77,938 | ||
| UNIVERSAL HEALTH SERVICES | CL B | 913903100 | 59,121 | 429,969 | SH | SOLE | 206,224 | 0 | 223,745 | ||
| VICTORY CAP HLDGS INC COM CL A | COM CL A | 92645B103 | 1,925 | 77,598 | SH | SOLE | 77,598 | 0 | 0 | ||
| VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 10,042 | 357,252 | SH | SOLE | 165,591 | 0 | 191,661 | ||
| VIRTU FINANCIAL | CL A | 928254101 | 139,472 | 5,541,211 | SH | SOLE | 2,620,432 | 0 | 2,920,779 | ||
| YUM CHINA HOLDINGS INC | COM | 98850P109 | 2,101 | 36,800 | SH | SOLE | 17,100 | 0 | 19,700 | ||