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 3,608 17,365 SH   SOLE   39 0 17,326
ABB LTD ADR SPONSORED COM 000375204 424 22,480 SH   SOLE   243 0 22,237
ADOBE INCORPORATED COM 00724F101 25,279 94,859 SH   SOLE   16,285 0 78,574
AGILENT TECHNOLOGIES INCORPORA COM 00846U101 23,968 298,181 SH   SOLE   50,356 0 247,825
ALPS ETF TRUST ALERIAN MLP ETF COM 00162Q866 532 52,998 SH   SOLE   0 0 52,998
AMERICAN EXPRESS CO COM COM 025816109 772 7,062 SH   SOLE   59 0 7,003
ANHEUSER-BUSCH INBEV SA/NV ADR COM 03524A108 393 4,683 SH   SOLE   75 0 4,608
APPLE INC COM COM 037833100 1,122 5,906 SH   SOLE   60 0 5,846
ARMSTRONG WORLD INDS INC NEW C COM 04247X102 29,005 365,216 SH   SOLE   67,461 0 297,755
AT&T INC COM COM 00206R102 460 14,672 SH   SOLE   0 0 14,672
ATHENEX INC COM COM 04685N103 414 33,773 SH   SOLE   0 0 33,773
AVANOS MED INCORPORATED COM 05350V106 15,973 374,258 SH   SOLE   65,796 0 308,462
BANK OF AMERICA CORPORATION CO COM 060505104 16,002 579,993 SH   SOLE   95,788 0 484,205
BANK OZK COM 06417N103 24,821 856,491 SH   SOLE   152,270 0 704,220
BB&T CORP COM COM 054937107 581 12,482 SH   SOLE   154 0 12,328
BIO-TECHNE CORP COM COM 09073M104 32,063 161,488 SH   SOLE   27,154 0 134,334
BLOOM ENERGY CORPORATION COM C COM 093712107 15,170 1,174,155 SH   SOLE   181,645 0 992,510
BOEING CO COM COM 097023105 916 2,401 SH   SOLE   22 0 2,379
BROADCOM CORP COM COM 11135F101 764 2,541 SH   SOLE   29 0 2,512
CATERPILLAR INC COM COM 149123101 784 5,783 SH   SOLE   51 0 5,732
CERIDIAN HCM HLDG INCORPORATED COM 15677J108 15,635 304,784 SH   SOLE   54,154 0 250,630
CHEVRON CORPORATION COM COM 166764100 822 6,671 SH   SOLE   43 0 6,628
CITIGROUP INC COM COM 172967424 583 9,368 SH   SOLE   103 0 9,265
COCA-COLA CO COM COM 191216100 757 16,158 SH   SOLE   0 0 16,158
COLGATE-PALMOLIVE CO COM COM 194162103 595 8,676 SH   SOLE   0 0 8,676
COSTAR GROUP INCORPORATED COM 22160N109 15,286 32,774 SH   SOLE   5,921 0 26,853
CURE PHARMA HOLDING CORP COM COM 23127P104 44 10,000 SH   SOLE   0 0 10,000
DENTSPLY SIRONA INC COM COM 24906P109 35,638 718,645 SH   SOLE   131,441 0 587,204
DOCUSIGN INCORPORATED COM 256163106 11,823 228,076 SH   SOLE   41,120 0 186,956
DOWDUPONT INC COM COM 26078j100 644 12,075 SH   SOLE   108 0 11,967
EATON CORPORATION PLC SHS ISIN COM G29183103 15,249 189,283 SH   SOLE   35,295 0 153,988
ELANCO ANIMAL HEALTH INCORPORA COM 28414H103 29,674 925,281 SH   SOLE   163,361 0 761,920
EXXON MOBIL CORPORATION COM COM 30231G102 533 6,601 SH   SOLE   0 0 6,601
FISERV INCORPORATED COM 337738108 30,656 347,261 SH   SOLE   59,162 0 288,099
FMC CORP COM COM 302491303 20,261 263,745 SH   SOLE   47,570 0 216,175
GARDNER DENVER HLDGS INCORPORA COM 36555P107 16,531 594,410 SH   SOLE   90,531 0 503,879
GENERAL MILLS INC COM COM 370334104 772 14,924 SH   SOLE   167 0 14,757
GLAUKOS CORPORATION COM 377322102 23,128 295,115 SH   SOLE   51,591 0 243,524
GLOBAL PAYMENTS INC COM COM 37940X102 38,054 278,740 SH   SOLE   47,017 0 231,723
GUIDEWIRE SOFTWARE INCORPORATE COM 40171V100 12,231 125,881 SH   SOLE   22,694 0 103,187
HOME DEPOT INC COM COM 437076102 909 4,735 SH   SOLE   0 0 4,735
ICU MED INCORPORATED COM 44930G107 22,630 94,556 SH   SOLE   16,741 0 77,815
IDEX CORP COM COM 45167R104 1,086 7,157 SH   SOLE   0 0 7,157
IDEXX LABS INCORPORATED COM 45168D104 12,192 54,528 SH   SOLE   9,995 0 44,533
INTEL CORP COM COM 458140100 877 16,331 SH   SOLE   181 0 16,150
INTERNATIONAL BUS MACH CORP CO COM 459200101 533 3,781 SH   SOLE   0 0 3,781
INTL FLAVORS & FRAGRANCES INC COM 459506101 22,380 173,775 SH   SOLE   30,177 0 143,598
ISHARES TR CORE S&P 500 ETF COM 464287200 335 1,176 SH   SOLE   0 0 1,176
ISHARES TRUST CORE S&P MCP ETF COM 464287507 273 1,439 SH   SOLE   0 0 1,439
JOHNSON & JOHNSON COM COM 478160104 1,108 7,928 SH   SOLE   74 0 7,854
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 608 16,453 SH   SOLE   189 0 16,264
JP MORGAN CHASE & CO COM ISIN# COM 46625H100 710 7,017 SH   SOLE   0 0 7,017
LINDE PLC SH ISIN#IE00BZ12WP82 COM G5494J103 22,481 127,781 SH   SOLE   21,505 0 106,276
MCDONALD'S CORPORATION COM COM 580135101 938 4,939 SH   SOLE   55 0 4,884
MERCK & CO INC NEW COM COM 58933y105 846 10,171 SH   SOLE   97 0 10,074
MICROSOFT CORP COM COM 594918104 761 6,452 SH   SOLE   74 0 6,378
MOOG INC COM CL B COM 615394301 1,820 20,946 SH   SOLE   0 0 20,946
PAYCHEX INC COM COM 704326107 968 12,071 SH   SOLE   134 0 11,937
PFIZER INC COM COM 717081103 805 18,947 SH   SOLE   188 0 18,759
PROCTER & GAMBLE CO COM COM 742718109 772 7,418 SH   SOLE   0 0 7,418
SITEONE LANDSCAPE SUPPLY INCOR COM 82982L103 21,322 373,097 SH   SOLE   65,061 0 308,036
SS&C TECHNOLOGIES HLDGS INCORP COM 78467J100 26,000 408,220 SH   SOLE   69,020 0 339,200
SYSCO CORP COM COM 871829107 788 11,809 SH   SOLE   170 0 11,639
TRANSUNION COM COM 89400J107 30,835 461,324 SH   SOLE   81,199 0 380,125
TRAVELERS COMPANIES INC COM COM 89417E109 881 6,421 SH   SOLE   59 0 6,362
US FOODS HLDG CORPORATION COM 912008109 22,135 634,070 SH   SOLE   111,532 0 522,538
VAIL RESORTS INCORPORATED COM 91879Q109 18,567 85,443 SH   SOLE   16,489 0 68,954
VERIZON COMMUNICATIONS COM COM 92343V104 709 11,992 SH   SOLE   114 0 11,878
WASTE MANAGEMENT INC COM COM 94106L109 1,097 10,557 SH   SOLE   125 0 10,432
WELLS FARGO & COMPANY COM COM 949746101 202 4,172 SH   SOLE   0 0 4,172
WEST PHARMACEUTICAL SVCS INC C COM 955306105 14,206 128,911 SH   SOLE   23,458 0 105,453
ZOETIS INCORPORATED CLASS A COM 98978V103 24,034 238,740 SH   SOLE   40,210 0 198,530