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 |
3M CO | COM | 88579Y101 | 397 | 1,884 | SH | SOLE | 223 | 0 | 1,661 | ||
ABBOTT LABS | COM | 002824100 | 842 | 11,471 | SH | SOLE | 765 | 0 | 10,706 | ||
ABBVIE INC | COM | 00287Y109 | 602 | 6,368 | SH | SOLE | 343 | 0 | 6,025 | ||
ABIOMED INC | COM | 003654100 | 568,129 | 1,263,211 | SH | SOLE | 824,980 | 0 | 438,231 | ||
ACI WORLDWIDE INC | COM | 004498101 | 200,806 | 7,135,976 | SH | SOLE | 2,696,812 | 0 | 4,439,164 | ||
ADOBE SYS INC | COM | 00724F101 | 1,222 | 4,525 | SH | SOLE | 3,476 | 0 | 1,049 | ||
ALARM COM HLDGS INC | COM | 011642105 | 156,439 | 2,725,426 | SH | SOLE | 1,709,838 | 0 | 1,015,588 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 923 | 2,360 | SH | SOLE | 2,096 | 0 | 264 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,052 | 3,357 | SH | SOLE | 2,595 | 0 | 762 | ||
AMAZON COM INC | COM | 023135106 | 2,836 | 1,416 | SH | SOLE | 1,324 | 0 | 92 | ||
AMERICAN SOFTWARE INC | CL A | 029683109 | 50,054 | 4,126,441 | SH | SOLE | 2,401,907 | 0 | 1,724,534 | ||
ANSYS INC | COM | 03662Q105 | 445,442 | 2,386,126 | SH | SOLE | 1,524,285 | 0 | 861,841 | ||
APPLE INC | COM | 037833100 | 5,819 | 25,778 | SH | SOLE | 18,032 | 0 | 7,746 | ||
AUTODESK INC | COM | 052769106 | 743 | 4,757 | SH | SOLE | 4,757 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 787 | 5,224 | SH | SOLE | 409 | 0 | 4,815 | ||
AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 05337M104 | 4,435 | 1,010,177 | SH | SOLE | 673,440 | 0 | 336,737 | ||
BALCHEM CORP | COM | 057665200 | 484,239 | 4,320,092 | SH | SOLE | 2,852,243 | 0 | 1,467,849 | ||
BIOGEN INC | COM | 09062X103 | 235 | 665 | SH | SOLE | 323 | 0 | 342 | ||
BIO TECHNE CORP | COM | 09073M104 | 422,122 | 2,068,108 | SH | SOLE | 1,368,294 | 0 | 699,814 | ||
BLACKBAUD INC | COM | 09227Q100 | 458,679 | 4,519,899 | SH | SOLE | 2,818,962 | 0 | 1,700,937 | ||
BOOKING HLDGS INC | COM | 09857L108 | 559 | 282 | SH | SOLE | 214 | 0 | 68 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 725 | 6,149 | SH | SOLE | 6,149 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 2,572 | 19,496 | SH | SOLE | 19,096 | 0 | 400 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 311,735 | 3,386,217 | SH | SOLE | 2,061,638 | 0 | 1,324,579 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 132,632 | 3,388,655 | SH | SOLE | 2,316,727 | 0 | 1,071,928 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 47,663 | 747,423 | SH | SOLE | 406,127 | 0 | 341,296 | ||
CELGENE CORP | COM | 151020104 | 2,316 | 25,877 | SH | SOLE | 18,770 | 0 | 7,107 | ||
CERNER CORP | COM | 156782104 | 4,675 | 72,589 | SH | SOLE | 72,589 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 34,047 | 289,342 | SH | SOLE | 157,747 | 0 | 131,595 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 660 | 1,452 | SH | SOLE | 1,452 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 406 | 8,342 | SH | SOLE | 1,405 | 0 | 6,937 | ||
COGNEX CORP | COM | 192422103 | 544,547 | 9,755,416 | SH | SOLE | 6,428,998 | 0 | 3,326,418 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 11,420 | 143,034 | SH | SOLE | 143,034 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 236 | 2,168 | SH | SOLE | 880 | 0 | 1,288 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 289 | 8,147 | SH | SOLE | 1,332 | 0 | 6,815 | ||
DMC GLOBAL INC | COM | 23291C103 | 90,706 | 2,223,179 | SH | SOLE | 1,171,639 | 0 | 1,051,540 | ||
ECOLAB INC | COM | 278865100 | 1,727 | 11,018 | SH | SOLE | 6,606 | 0 | 4,412 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,601 | 9,194 | SH | SOLE | 8,764 | 0 | 430 | ||
ELLIE MAE INC | COM | 28849P100 | 375,122 | 3,958,238 | SH | SOLE | 2,771,525 | 0 | 1,186,713 | ||
ENDOLOGIX INC | COM | 29266S106 | 17,147 | 8,977,308 | SH | SOLE | 5,677,555 | 0 | 3,299,753 | ||
ENVESTNET INC | COM | 29404K106 | 495 | 8,121 | SH | SOLE | 8,121 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 1,151 | 8,815 | SH | SOLE | 8,815 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,533 | 11,748 | SH | SOLE | 10,813 | 0 | 935 | ||
FACEBOOK INC | CL A | 30303M102 | 3,319 | 20,183 | SH | SOLE | 14,817 | 0 | 5,366 | ||
FASTENAL CO | COM | 311900104 | 1,801 | 31,047 | SH | SOLE | 27,618 | 0 | 3,429 | ||
FISERV INC | COM | 337738108 | 811 | 9,840 | SH | SOLE | 7,792 | 0 | 2,048 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 870 | 3,820 | SH | SOLE | 3,820 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 431 | 38,167 | SH | SOLE | 24,545 | 0 | 13,622 | ||
GILEAD SCIENCES INC | COM | 375558103 | 248 | 3,216 | SH | SOLE | 2,031 | 0 | 1,185 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 338,077 | 3,346,966 | SH | SOLE | 2,061,239 | 0 | 1,285,727 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 8,672 | 50,203 | SH | SOLE | 50,203 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 2,942 | 14,201 | SH | SOLE | 8,350 | 0 | 5,851 | ||
ICON PLC | SHS | G4705A100 | 60,641 | 394,415 | SH | SOLE | 214,876 | 0 | 179,539 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 543 | 3,849 | SH | SOLE | 280 | 0 | 3,569 | ||
INCYTE CORP | COM | 45337C102 | 40,837 | 591,151 | SH | SOLE | 489,508 | 0 | 101,643 | ||
INOGEN INC | COM | 45780L104 | 537,561 | 2,202,035 | SH | SOLE | 1,377,414 | 0 | 824,621 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 299 | 1,978 | SH | SOLE | 217 | 0 | 1,761 | ||
INVESCO LTD | SHS | G491BT108 | 9,991 | 436,649 | SH | SOLE | 232,398 | 0 | 204,251 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 1,046 | 6,705 | SH | SOLE | 6,650 | 0 | 55 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 93,699 | 989,847 | SH | SOLE | 729,732 | 0 | 260,115 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 119,058 | 6,449,511 | SH | SOLE | 3,988,736 | 0 | 2,460,775 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 990 | 8,326 | SH | SOLE | 8,301 | 0 | 25 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 662 | 5,869 | SH | SOLE | 4,314 | 0 | 1,555 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 563 | 3,515 | SH | SOLE | 3,515 | 0 | 0 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 1,080 | 6,422 | SH | SOLE | 6,302 | 0 | 120 | ||
JOHNSON & JOHNSON | COM | 478160104 | 337 | 2,437 | SH | SOLE | 174 | 0 | 2,263 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 15,160 | 433,145 | SH | SOLE | 235,797 | 0 | 197,348 | ||
LKQ CORP | COM | 501889208 | 987 | 31,167 | SH | SOLE | 30,892 | 0 | 275 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 467,401 | 8,560,461 | SH | SOLE | 5,741,547 | 0 | 2,818,914 | ||
MASIMO CORP | COM | 574795100 | 13,152 | 105,606 | SH | SOLE | 105,411 | 0 | 195 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,878 | 12,928 | SH | SOLE | 10,458 | 0 | 2,470 | ||
MAXIMUS INC | COM | 577933104 | 492 | 7,557 | SH | SOLE | 7,557 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 697 | 4,168 | SH | SOLE | 1,593 | 0 | 2,575 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 318,185 | 4,340,267 | SH | SOLE | 2,729,078 | 0 | 1,611,189 | ||
MERCADOLIBRE INC | COM | 58733R102 | 9,394 | 27,592 | SH | SOLE | 27,592 | 0 | 0 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 54,592 | 3,663,919 | SH | SOLE | 2,759,317 | 0 | 904,602 | ||
MICROSOFT CORP | COM | 594918104 | 2,841 | 24,844 | SH | SOLE | 15,718 | 0 | 9,126 | ||
MORGAN STANLEY | COM NEW | 617446448 | 334 | 7,180 | SH | SOLE | 5,771 | 0 | 1,409 | ||
NEOGEN CORP | COM | 640491106 | 455,145 | 6,362,997 | SH | SOLE | 3,868,592 | 0 | 2,494,405 | ||
NETSCOUT SYS INC | COM | 64115T104 | 124,577 | 4,933,736 | SH | SOLE | 3,118,105 | 0 | 1,815,631 | ||
NEXTGEN HEALTHCARE INC | COM | 65343C102 | 189,365 | 9,430,527 | SH | SOLE | 5,536,641 | 0 | 3,893,886 | ||
NIC INC | COM | 62914B100 | 88,330 | 5,968,221 | SH | SOLE | 4,589,707 | 0 | 1,378,514 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 2,094 | 36,460 | SH | SOLE | 25,669 | 0 | 10,791 | ||
ORACLE CORP | COM | 68389X105 | 507 | 9,842 | SH | SOLE | 2,542 | 0 | 7,300 | ||
ORBOTECH LTD | ORD | M75253100 | 4,316 | 72,606 | SH | SOLE | 72,606 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 2,170 | 6,248 | SH | SOLE | 5,808 | 0 | 440 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 622,230 | 4,003,797 | SH | SOLE | 2,524,417 | 0 | 1,479,380 | ||
PRAXAIR INC | COM | 74005P104 | 1,813 | 11,280 | SH | SOLE | 6,800 | 0 | 4,480 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 195,249 | 5,575,366 | SH | SOLE | 3,077,379 | 0 | 2,497,987 | ||
PROTO LABS INC | COM | 743713109 | 601,125 | 3,716,383 | SH | SOLE | 2,382,304 | 0 | 1,334,079 | ||
PULTE GROUP INC | COM | 745867101 | 251 | 10,128 | SH | SOLE | 6,193 | 0 | 3,935 | ||
Q2 HLDGS INC | COM | 74736L109 | 102,476 | 1,692,419 | SH | SOLE | 1,057,430 | 0 | 634,989 | ||
QIAGEN NV | SHS NEW | N72482123 | 33,840 | 893,359 | SH | SOLE | 487,091 | 0 | 406,268 | ||
QUANTA SVCS INC | COM | 74762E102 | 676 | 20,254 | SH | SOLE | 18,201 | 0 | 2,053 | ||
QUIDEL CORP | COM | 74838J101 | 361,785 | 5,551,399 | SH | SOLE | 3,405,165 | 0 | 2,146,234 | ||
REALPAGE INC | COM | 75606N109 | 1,477 | 22,406 | SH | SOLE | 22,381 | 0 | 25 | ||
RED HAT INC | COM | 756577102 | 1,262 | 9,261 | SH | SOLE | 9,261 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 882 | 5,545 | SH | SOLE | 5,303 | 0 | 242 | ||
SASOL LTD | SPONSORED ADR | 803866300 | 22,051 | 570,668 | SH | SOLE | 311,063 | 0 | 259,605 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 2,055 | 41,813 | SH | SOLE | 37,673 | 0 | 4,140 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 1,215 | 16,126 | SH | SOLE | 16,126 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 895 | 15,749 | SH | SOLE | 13,494 | 0 | 2,255 | ||
SUN HYDRAULICS CORP | COM | 866942105 | 314,824 | 5,747,064 | SH | SOLE | 3,562,960 | 0 | 2,184,104 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 3,779 | 34,614 | SH | SOLE | 22,182 | 0 | 12,432 | ||
TARGET CORP | COM | 87612E106 | 341 | 3,866 | SH | SOLE | 818 | 0 | 3,048 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 10,777 | 500,333 | SH | SOLE | 272,444 | 0 | 227,889 | ||
TJX COS INC NEW | COM | 872540109 | 454 | 4,057 | SH | SOLE | 1,660 | 0 | 2,397 | ||
TOLL BROTHERS INC | COM | 889478103 | 275 | 8,317 | SH | SOLE | 5,490 | 0 | 2,827 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 3,019 | 33,220 | SH | SOLE | 21,385 | 0 | 11,835 | ||
TRIMBLE INC | COM | 896239100 | 304 | 6,999 | SH | SOLE | 6,999 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 512,352 | 2,090,720 | SH | SOLE | 1,270,071 | 0 | 820,649 | ||
ULTA BEAUTY INC | COM | 90384S303 | 1,224 | 4,337 | SH | SOLE | 4,337 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 2,008 | 6,233 | SH | SOLE | 6,193 | 0 | 40 | ||
UNDER ARMOUR INC | CL A | 904311107 | 325 | 15,321 | SH | SOLE | 13,504 | 0 | 1,817 | ||
UNION PAC CORP | COM | 907818108 | 688 | 4,224 | SH | SOLE | 3,288 | 0 | 936 | ||
VEEVA SYS INC | CL A COM | 922475108 | 592,119 | 5,438,772 | SH | SOLE | 3,266,522 | 0 | 2,172,250 | ||
VISA INC | COM CL A | 92826C839 | 880 | 5,866 | SH | SOLE | 5,741 | 0 | 125 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 202,551 | 5,537,204 | SH | SOLE | 3,369,204 | 0 | 2,168,000 | ||
WATERS CORP | COM | 941848103 | 597 | 3,068 | SH | SOLE | 3,023 | 0 | 45 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 633 | 9,478 | SH | SOLE | 528 | 0 | 8,950 | ||
GRAINGER W W INC | COM | 384802104 | 894 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
YORK WTR CO | COM | 987184108 | 342 | 11,250 | SH | SOLE | 0 | 0 | 11,250 | ||
ZOES KITCHEN INC | COM | 98979J109 | 41,085 | 3,229,938 | SH | SOLE | 1,872,746 | 0 | 1,357,192 | ||
ZOETIS INC | CL A | 98978V103 | 747 | 8,154 | SH | SOLE | 8,154 | 0 | 0 |