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
Estimated average burden
hours per response: 23.8
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
Envestnet Conv Sr Unsecd Note CONV 29404KAA4 3,802 3,760,000 PRN   SOLE   0 0 3,760,000
ACI Worldwide COM 004498101 11,013 398,000 SH   SOLE   0 0 398,000
AeroVironment COM 008073108 99,422 1,463,171 SH   SOLE   0 0 1,463,171
Alarm.Com Holdings COM 011642105 8,640 166,565 SH   SOLE   0 0 166,565
ANSYS COM 03662Q105 41,238 288,497 SH   SOLE   0 0 288,497
Aspen Technology COM 045327103 2,357 28,679 SH   SOLE   0 0 28,679
Balchem COM 057665200 8,004 102,155 SH   SOLE   0 0 102,155
Bio Techne COM 09073M104 14,626 101,065 SH   SOLE   0 0 101,065
Blackbaud COM 09227Q100 23,068 366,733 SH   SOLE   0 0 366,733
Boeing COM 097023105 452 1,401 SH   SOLE   0 0 1,401
Bottomline Technologies COM 101388106 688 14,325 SH   SOLE   0 0 14,325
Cambrex COM 132011107 25,254 668,797 SH   SOLE   0 0 668,797
Charles River Labs COM 159864107 19,914 175,950 SH   SOLE   0 0 175,950
Cognex COM 192422103 62,668 1,620,596 SH   SOLE   0 0 1,620,596
CommVault Systems COM 204166102 10,045 170,000 SH   SOLE   0 0 170,000
Costar Group COM 22160N109 27,877 82,638 SH   SOLE   0 0 82,638
CyberArk Software COM M2682V108 75,148 1,013,590 SH   SOLE   0 0 1,013,590
Dolby Laboratories COM 25659T107 6,917 111,861 SH   SOLE   0 0 111,861
Dorman Products COM 258278100 24,447 271,575 SH   SOLE   0 0 271,575
F5 Networks COM 315616102 3,526 21,760 SH   SOLE   0 0 21,760
FactSet Research System COM 303075105 54,723 273,439 SH   SOLE   0 0 273,439
Fastenal COM 311900104 2,921 55,868 SH   SOLE   0 0 55,868
Forrester Research COM 346563109 6,607 147,805 SH   SOLE   0 0 147,805
Fortinet COM 34959E109 72,476 1,029,046 SH   SOLE   0 0 1,029,046
Forward Air COM 349853101 3,571 65,105 SH   SOLE   0 0 65,105
Franklin Electric COM 353514102 1,230 28,675 SH   SOLE   0 0 28,675
Gentex COM 371901109 48,155 2,382,745 SH   SOLE   0 0 2,382,745
Globant S.A. COM L44385109 314 5,571 SH   SOLE   0 0 5,571
Graham COM 384556106 6,708 293,698 SH   SOLE   0 0 293,698
Haemonetics COM 405024100 22,811 228,000 SH   SOLE   0 0 228,000
Healthcare Services Grp COM 421906108 26,083 649,160 SH   SOLE   0 0 649,160
HMS Holdings COM 40425J101 62,071 2,206,565 SH   SOLE   0 0 2,206,565
Hologic COM 436440101 11,646 283,360 SH   SOLE   0 0 283,360
Home Depot COM 437076102 1,740 10,127 SH   SOLE   0 0 10,127
ICON PLC COM G4705A100 106,638 825,305 SH   SOLE   0 0 825,305
IDEXX Laboratories COM 45168D104 90,303 485,450 SH   SOLE   0 0 485,450
Illumina COM 452327109 76,609 255,423 SH   SOLE   0 0 255,423
Inogen COM 45780L104 1,413 11,380 SH   SOLE   0 0 11,380
IPG Photonic COM 44980X109 14,862 131,187 SH   SOLE   0 0 131,187
iShares Russell 3000 ETF COM 464287689 1,318 8,970 SH   SOLE   0 0 8,970
Jack Henry & Associates COM 426281101 49,282 389,517 SH   SOLE   0 0 389,517
Kornit Digital Ltd. COM M6372Q113 53,305 2,847,478 SH   SOLE   0 0 2,847,478
Lindsay Manufacturing COM 535555106 2,907 30,205 SH   SOLE   0 0 30,205
LiveRamp Holdings COM 53815P108 41,899 1,084,615 SH   SOLE   0 0 1,084,615
LOGMEIN COM 54142L109 34,012 416,968 SH   SOLE   0 0 416,968
Manhattan Associates COM 562750109 57,368 1,353,970 SH   SOLE   0 0 1,353,970
Medidata Solutions COM 58471A105 46,027 682,695 SH   SOLE   0 0 682,695
Merit Medical Systems COM 589889104 15,076 270,125 SH   SOLE   0 0 270,125
Monolithic Power Systems COM 609839105 2,058 17,705 SH   SOLE   0 0 17,705
Morningstar COM 617700109 23,252 211,690 SH   SOLE   0 0 211,690
National Instruments COM 636518102 12,503 275,515 SH   SOLE   0 0 275,515
NeoGenomics COM 64049M209 495 39,250 SH   SOLE   0 0 39,250
NIC COM 62914B100 203 16,305 SH   SOLE   0 0 16,305
NICE COM 653656108 62,752 579,905 SH   SOLE   0 0 579,905
NuVasive COM 670704105 3,626 73,154 SH   SOLE   0 0 73,154
O'Reilly Automotive COM 67103H107 413 1,200 SH   SOLE   0 0 1,200
OraSure Technologies COM 68554V108 20,090 1,720,032 SH   SOLE   0 0 1,720,032
Paychex COM 704326107 1,808 27,744 SH   SOLE   0 0 27,744
Proto Labs COM 743713109 14,990 132,900 SH   SOLE   0 0 132,900
Quaker Chemical COM 747316107 1,244 7,000 SH   SOLE   0 0 7,000
Qualys COM 74758T303 34,563 462,437 SH   SOLE   0 0 462,437
RBC Bearings Inc. COM 75524B104 2,206 16,827 SH   SOLE   0 0 16,827
Real Page COM 75606N109 39,755 824,961 SH   SOLE   0 0 824,961
Repligen COM 759916109 3,727 70,675 SH   SOLE   0 0 70,675
ResMed COM 761152107 72,267 634,646 SH   SOLE   0 0 634,646
SEI Investments COM 784117103 33,939 734,618 SH   SOLE   0 0 734,618
Strategic Education COM 86272c103 5,900 52,016 SH   SOLE   0 0 52,016
Tivity Health COM 88870R102 27,345 1,102,179 SH   SOLE   0 0 1,102,179
Trimble COM 896239100 27,063 822,338 SH   SOLE   0 0 822,338
Ultimate Software Group COM 90385D107 595 2,430 SH   SOLE   0 0 2,430
Veeva Systems COM 922475108 33,437 374,347 SH   SOLE   0 0 374,347
Verint Systems COM 92343x100 64,004 1,512,739 SH   SOLE   0 0 1,512,739
Wright Medical Group N.V. COM N96617118 3,699 135,904 SH   SOLE   0 0 135,904
Zebra Technologies COM 989207105 454 2,850 SH   SOLE   0 0 2,850