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
3M COMPANY COM COM 88579Y101 3,224 16,921 SH   SOLE   39 0 16,882
ABB LTD ADR SPONSORED COM 000375204 390 20,536 SH   SOLE   243 0 20,293
ACUITY BRANDS INC COM COM 00508Y102 15,056 130,978 SH   SOLE   21,490 0 109,488
ADOBE INC COM COM 00724f101 25,503 112,727 SH   SOLE   18,670 0 94,057
AGILENT TECHNOLOGIES INCCOM US COM 00846u101 19,619 290,831 SH   SOLE   47,976 0 242,855
ALPS ETF TRUST ALERIAN MLP ETF COM 00162Q866 472 54,089 SH   SOLE   0 0 54,089
AMERICAN EXPRESS CO COM COM 025816109 597 6,264 SH   SOLE   59 0 6,205
ANHEUSER-BUSCH INBEV SA/NV ADR COM 03524A108 272 4,136 SH   SOLE   75 0 4,061
APPLE INC COM COM 037833100 846 5,364 SH   SOLE   60 0 5,304
ARMSTRONG WORLD INDUSTRIESINC COM 04247x102 20,507 352,302 SH   SOLE   64,109 0 288,193
AT&T INC COM COM 00206R102 418 14,633 SH   SOLE   0 0 14,633
ATHENEX INC COM COM 04685N103 429 33,773 SH   SOLE   0 0 33,773
AVANOS MED INC COM COM 05350v106 15,496 345,959 SH   SOLE   59,447 0 286,512
BANK OF AMERICA CORP COM 060505104 13,455 546,072 SH   SOLE   87,444 0 458,628
BANK OZK COM COM 06417n103 19,037 833,873 SH   SOLE   146,165 0 687,708
BIO-TECHNE CORP COM 09073m104 22,965 158,686 SH   SOLE   26,284 0 132,402
BLACKLINE INC COM COM 09239B109 8,623 210,573 SH   SOLE   35,772 0 174,801
BOEING CO COM COM 097023105 708 2,196 SH   SOLE   22 0 2,174
BROADCOM CORP COM COM 11135F101 567 2,229 SH   SOLE   29 0 2,200
CATERPILLAR INC COM COM 149123101 645 5,077 SH   SOLE   51 0 5,026
CDW CORP COM USD0.01 COM 12514g108 11,255 138,868 SH   SOLE   26,043 0 112,825
CERIDIAN HCM HLDG INCCOM COM 15677j108 10,135 293,859 SH   SOLE   51,439 0 242,420
CHEVRON CORPORATION COM COM 166764100 645 5,933 SH   SOLE   43 0 5,890
CITIGROUP INC COM COM 172967424 388 7,446 SH   SOLE   103 0 7,343
COCA COLA COMPANY COM 191216100 689 14,542 SH   SOLE   0 0 14,542
COLGATE-PALMOLIVE CO COM COM 194162103 513 8,611 SH   SOLE   0 0 8,611
COSTAR GROUP INC COM COM 22160n109 10,854 32,176 SH   SOLE   5,740 0 26,436
DENTSPLY SIRONA INC COM COM 24906p109 25,750 692,006 SH   SOLE   124,311 0 567,695
DOCUSIGN INC COM COM 256163106 8,521 212,602 SH   SOLE   32,885 0 179,717
DOWDUPONT INC COM COM 26078J100 552 10,326 SH   SOLE   108 0 10,218
EATON CORP PLC COM COM g29183103 12,458 181,449 SH   SOLE   33,341 0 148,108
ELANCO ANIMAL HEALTH INCCOM COM 28414h103 20,512 650,570 SH   SOLE   111,564 0 539,006
EXXON MOBIL CORPORATION COM COM 30231G102 358 5,244 SH   SOLE   0 0 5,244
FMC CORP COM USD0.10 COM 302491303 18,331 247,850 SH   SOLE   43,839 0 204,011
GARDNER DENVER HLDGS INCCOM COM 36555p107 11,666 570,449 SH   SOLE   85,029 0 485,420
GENERAL MILLS INC COM COM 370334104 493 12,653 SH   SOLE   167 0 12,486
GLAUKOS CORP COM COM 377322102 20,945 372,888 SH   SOLE   60,943 0 311,945
GLOBAL PMTS INC COM COM 37940x102 27,671 268,308 SH   SOLE   44,187 0 224,121
GUIDEWIRE SOFTWARE INCCOM USD0 COM 40171v100 9,409 117,275 SH   SOLE   20,751 0 96,524
HOME DEPOT INC COM COM 437076102 737 4,288 SH   SOLE   0 0 4,288
ICU MED INC COM COM 44930g107 20,915 91,082 SH   SOLE   15,763 0 75,319
IDEX CORP COM COM 45167R104 904 7,157 SH   SOLE   0 0 7,157
IDEXX LABORATORIES INCCOM USD0 COM 45168d104 9,623 51,730 SH   SOLE   9,323 0 42,407
INTEL CORP COM COM 458140100 685 14,588 SH   SOLE   181 0 14,407
INTERNATIONAL BUS MACH CORP CO COM 459200101 444 3,910 SH   SOLE   0 0 3,910
INTERNATIONAL FLAVORS&FRAGRANC COM 459506101 22,346 166,426 SH   SOLE   28,423 0 138,003
ISHARES TRUST CORE S&P MCP ETF COM 464287507 231 1,392 SH   SOLE   0 0 1,392
ISHARES TRUST CORE S&P500 ETF COM 464287200 1,250 4,968 SH   SOLE   18 0 4,950
JOHNSON & JOHNSON COM COM 478160104 934 7,239 SH   SOLE   53 0 7,186
JOHNSON CONTROLS INTL PLC COM COM G51502105 411 13,845 SH   SOLE   189 0 13,656
JPMORGAN CHASE & CO. COM COM 46625H100 614 6,289 SH   SOLE   0 0 6,289
KRAFT HEINZ CO COM COM 500754106 217 5,032 SH   SOLE   92 0 4,940
LINDE PLC COM EUR0.001 COM g5494j103 18,946 121,417 SH   SOLE   20,043 0 101,374
MCDONALD'S CORPORATION COM COM 580135101 790 4,448 SH   SOLE   55 0 4,393
MERCK & CO INC NEW COM COM 58933Y105 712 9,315 SH   SOLE   97 0 9,218
MICROSOFT CORP COM COM 594918104 626 6,162 SH   SOLE   74 0 6,088
MOOG INC COM CL B COM 615394301 1,602 20,946 SH   SOLE   0 0 20,946
PAYCHEX INC COM COM 704326107 738 11,326 SH   SOLE   134 0 11,192
PFIZER INC COM COM 717081103 736 16,862 SH   SOLE   188 0 16,674
PROCTER & GAMBLE CO COM COM 742718109 590 6,416 SH   SOLE   0 0 6,416
ROLLINS INCORPORATED COM 775711104 14,241 394,478 SH   SOLE   69,111 0 325,367
SITEONE LANDSCAPE SUPPLYINC CO COM 82982l103 19,024 344,206 SH   SOLE   58,531 0 285,675
SS&C TECHNOLOGIES HLDGSINC COM COM 78467j100 17,731 393,061 SH   SOLE   64,273 0 328,788
SYSCO CORP COM COM 871829107 672 10,718 SH   SOLE   149 0 10,569
TRANSUNION COM COM 89400j107 25,054 441,087 SH   SOLE   76,173 0 364,914
TRAVELERS COMPANIES INC COM COM 89417E109 687 5,734 SH   SOLE   59 0 5,675
UNIVAR INC COM COM 91336L107 7,767 437,807 SH   SOLE   79,454 0 358,353
US FOODS HLDG CORP COM COM 912008109 27,171 858,740 SH   SOLE   147,286 0 711,454
VAIL RESORTS INC COM COM 91879q109 16,935 80,331 SH   SOLE   15,476 0 64,854
VERIZON COMMUNICATIONS COM COM 92343V104 588 10,453 SH   SOLE   114 0 10,339
WASTE MANAGEMENT INC COM COM 94106L109 884 9,933 SH   SOLE   125 0 9,808
WEST PHARMACEUTICAL SERVICES COM 955306105 12,038 122,796 SH   SOLE   21,959 0 100,837
ZOETIS INC COM USD0.01CL A COM 98978v103 19,239 224,911 SH   SOLE   37,001 0 187,910