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 3,086 17,805 SH   SOLE   39 0 17,766
ABB LTD ADR SPONSORED COM 000375204 489 24,423 SH   SOLE   243 0 24,180
ADOBE INC COM 00724f101 29,666 100,682 SH   SOLE   17,191 0 83,491
AGILENT TECHNOLOGIES COM 00846u101 23,558 315,501 SH   SOLE   52,895 0 262,606
ALPS ETF TRUST ALERIAN MLP ETF COM 00162Q866 541 54,893 SH   SOLE   0 0 54,893
AMERICAN EXPRESS CO COM COM 025816109 915 7,410 SH   SOLE   59 0 7,351
ANHEUSER-BUSCH INBEV SA/NV ADR COM 03524A108 449 5,075 SH   SOLE   75 0 5,000
APPLE INC COM COM 037833100 1,180 5,963 SH   SOLE   60 0 5,903
ARMSTRONG WORLD INDS COM 04247x102 26,773 275,446 SH   SOLE   49,638 0 225,808
AT&T INC COM COM 00206R102 490 14,633 SH   SOLE   0 0 14,633
AVANOS MED INC COM COM 05350V106 17,333 397,462 SH   SOLE   68,437 0 329,025
BANK OF AMERICA CORP COM 060505104 18,068 623,020 SH   SOLE   103,222 0 519,798
BANK OZK LITTLE ROCK ARK COM 06417n103 26,956 895,834 SH   SOLE   158,044 0 737,790
BB&T CORP COM COM 054937107 656 13,360 SH   SOLE   154 0 13,206
BIO-TECHNE CORP COM 09073m104 34,764 166,740 SH   SOLE   27,892 0 138,847
BLOOM ENERGY CORP COM 093712107 20,944 1,706,924 SH   SOLE   297,365 0 1,409,559
BOEING CO COM COM 097023105 971 2,666 SH   SOLE   22 0 2,644
BROADCOM INC COM COM 11135F101 790 2,745 SH   SOLE   29 0 2,716
CATERPILLAR INC COM COM 149123101 846 6,207 SH   SOLE   51 0 6,156
CERIDIAN H C M HOLDING I COM 15677j108 16,012 318,957 SH   SOLE   56,252 0 262,705
CHEVRON CORPORATION COM COM 166764100 896 7,200 SH   SOLE   43 0 7,157
CITIGROUP INC COM NEW ISIN#US1 COM 172967424 700 9,999 SH   SOLE   103 0 9,896
COCA-COLA CO COM COM 191216100 876 17,200 SH   SOLE   0 0 17,200
COLGATE-PALMOLIVE CO COM COM 194162103 668 9,317 SH   SOLE   0 0 9,317
COSTAR GROUP INC COM 22160n109 18,690 33,732 SH   SOLE   6,030 0 27,702
CURE PHARMA HOLDING CORP COM COM 23127P104 52 10,000 SH   SOLE   0 0 10,000
DENTSPLY SIRONA INC COM 24906p109 32,673 559,848 SH   SOLE   99,139 0 460,709
DOW INC COM COM 260557103 827 16,763 SH   SOLE   165 0 16,598
EATON CORPORATION PLC SHS ISIN COM G29183103 9,855 118,336 SH   SOLE   21,189 0 97,148
ELANCO ANIMAL HEALTH INC COM 28414h103 33,241 983,461 SH   SOLE   172,728 0 810,733
EXXON MOBIL CORPORATION COM COM 30231G102 678 8,848 SH   SOLE   0 0 8,848
F M C CORP COM 302491303 23,812 287,061 SH   SOLE   51,745 0 235,316
FISERV INC COM 337738108 33,576 368,322 SH   SOLE   62,463 0 305,859
GENERAL MILLS INC COM COM 370334104 781 14,872 SH   SOLE   167 0 14,705
GLAUKOS CORP 00500 COM 377322102 23,055 305,764 SH   SOLE   52,953 0 252,811
GLOBAL PAYMENTS INC COM 37940x102 46,227 288,686 SH   SOLE   48,488 0 240,198
GUIDEWIRE SOFTWARE COM 40171v100 13,742 135,553 SH   SOLE   24,439 0 111,114
HILL ROM HOLDINGS COM 431475102 19,280 184,288 SH   SOLE   32,698 0 151,590
HOME DEPOT INC COM COM 437076102 1,034 4,973 SH   SOLE   0 0 4,973
I C U MEDICAL INC COM 44930g107 25,401 100,835 SH   SOLE   17,776 0 83,059
IDEX CORP COM COM 45167R104 1,232 7,157 SH   SOLE   0 0 7,157
INTEL CORP COM COM 458140100 849 17,728 SH   SOLE   181 0 17,547
INTERNATIONAL BUS MACH CORP CO COM 459200101 567 4,111 SH   SOLE   0 0 4,111
INTL FLAVORS & FRAGRANCES INC COM 459506101 26,659 183,738 SH   SOLE   31,757 0 151,981
ISHARES TR CORE S&P 500 ETF COM 464287200 750 2,546 SH   SOLE   0 0 2,546
ISHARES TR MSCI EAFE ETF COM 464287465 292 4,441 SH   SOLE   0 0 4,441
JOHNSON & JOHNSON COM COM 478160104 1,217 8,735 SH   SOLE   53 0 8,682
JOHNSON CTLS INTL PLC SHS ISIN COM G51502105 715 17,305 SH   SOLE   189 0 17,116
JPMORGAN CHASE & CO. COM COM 46625H100 867 7,753 SH   SOLE   0 0 7,753
LINDE PLC F COM g5494j103 27,132 135,120 SH   SOLE   22,613 0 112,507
MCDONALD'S CORPORATION COM COM 580135101 1,111 5,348 SH   SOLE   55 0 5,293
MERCK & CO INC NEW COM COM 58933Y105 905 10,797 SH   SOLE   97 0 10,700
MERCURY SYSTEMS INC COM COM 589378108 407 5,787 SH   SOLE   442 0 5,345
MICROSOFT CORP COM COM 594918104 901 6,723 SH   SOLE   74 0 6,649
MOOG INC COM CL B COM 615394301 1,946 20,946 SH   SOLE   0 0 20,946
NEOGEN CORP COM 640491106 20,309 326,986 SH   SOLE   56,588 0 270,398
PAYCHEX INC COM COM 704326107 1,022 12,418 SH   SOLE   134 0 12,284
PFIZER INC COM COM 717081103 891 20,563 SH   SOLE   188 0 20,375
PROCTER & GAMBLE CO COM COM 742718109 857 7,813 SH   SOLE   0 0 7,813
QIAGEN N V F COM n72482123 20,551 506,803 SH   SOLE   89,293 0 417,510
SITEONE LANDSCAPE SUPPLY COM 82982l103 27,702 399,737 SH   SOLE   69,679 0 330,058
SS&C TECHNOLOGS HLDG COM 78467j100 24,790 430,312 SH   SOLE   72,473 0 357,839
SYSCO CORP COM COM 871829107 880 12,437 SH   SOLE   149 0 12,288
TRANSUNION COM 89400j107 35,865 487,888 SH   SOLE   85,476 0 402,412
TRAVELERS COMPANIES INC COM COM 89417E109 1,004 6,718 SH   SOLE   59 0 6,659
US FOODS HOLDING CORP COM 912008109 23,179 648,169 SH   SOLE   115,655 0 532,514
VAIL RESORTS INC COM 91879q109 19,935 89,322 SH   SOLE   17,025 0 72,296
VERIZON COMMUNICATIONS COM COM 92343V104 742 12,986 SH   SOLE   114 0 12,872
WASTE MANAGEMENT INC COM COM 94106L109 1,258 10,902 SH   SOLE   125 0 10,777
WEST PHARM SRVC INC COM 955306105 17,004 135,868 SH   SOLE   24,543 0 111,325
ZOETIS INC CLASS A COM 98978v103 16,877 148,708 SH   SOLE   24,660 0 124,048