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 |
2U, Inc. | COM | 90214J101 | 59,882 | 1,768,507 | SH | SOLE | 1,269,128 | 0 | 499,379 | ||
3M Company | COM | 88579Y101 | 958 | 5,981 | SH | SOLE | 5,981 | 0 | 0 | ||
A. O. Smith Corporation | COM | 831865209 | 54,968 | 1,041,068 | SH | SOLE | 702,012 | 0 | 339,056 | ||
Abbott Laboratories | COM | 002824100 | 1,713 | 15,744 | SH | SOLE | 15,744 | 0 | 0 | ||
Alarm.com Holdings, Inc. | COM | 011642105 | 92,903 | 1,681,501 | SH | SOLE | 1,169,129 | 0 | 512,372 | ||
Align Technology, Inc. | COM | 016255101 | 43,878 | 134,035 | SH | SOLE | 76,117 | 0 | 57,918 | ||
Alphabet, Inc. Class A | COM | 02079K305 | 33,845 | 23,093 | SH | SOLE | 17,824 | 0 | 5,269 | ||
Alphabet, Inc. Class C | COM | 02079K107 | 24,858 | 16,915 | SH | SOLE | 16,524 | 0 | 391 | ||
Amazon.com, Inc. | COM | 023135106 | 111,789 | 35,503 | SH | SOLE | 30,445 | 0 | 5,058 | ||
AMCOR PLC ORD | COM | G0250X107 | 169 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
Amedisys, Inc. | COM | 023436108 | 164,069 | 693,943 | SH | SOLE | 515,562 | 0 | 178,381 | ||
American Express Company | COM | 025816109 | 356 | 3,550 | SH | SOLE | 3,550 | 0 | 0 | ||
AMN Healthcare Services, Inc. | COM | 001744101 | 82,715 | 1,414,895 | SH | SOLE | 943,913 | 0 | 470,982 | ||
Analog Devices, Inc. | COM | 032654105 | 61,907 | 530,297 | SH | SOLE | 485,119 | 0 | 45,178 | ||
Ansys, Inc. | COM | 03662Q105 | 154,346 | 471,676 | SH | SOLE | 358,632 | 0 | 113,044 | ||
Apple Inc. | COM | 037833100 | 7,944 | 68,592 | SH | SOLE | 32,392 | 0 | 36,200 | ||
Aspen Technology, Inc. | COM | 045327103 | 24,095 | 190,335 | SH | SOLE | 119,477 | 0 | 70,858 | ||
ASSOCIATED BANC CORP COM | COM | 045487105 | 1,200 | 95,100 | SH | SOLE | 95,100 | 0 | 0 | ||
Avalara, Inc. | COM | 05338G106 | 29,665 | 232,960 | SH | SOLE | 148,252 | 0 | 84,708 | ||
Berkshire Hathaway Inc. Class | COM | 084670702 | 707 | 3,320 | SH | SOLE | 2,845 | 0 | 475 | ||
Bio-Techne Corporation | COM | 09073M104 | 99,216 | 400,502 | SH | SOLE | 261,356 | 0 | 139,146 | ||
BlackLine, Inc. | COM | 09239B109 | 171,220 | 1,910,297 | SH | SOLE | 1,453,576 | 0 | 456,721 | ||
Bristol-Myers Squibb Company | COM | 110122108 | 351 | 5,825 | SH | SOLE | 5,825 | 0 | 0 | ||
Cabot Corporation | COM | 127055101 | 403 | 11,188 | SH | SOLE | 0 | 0 | 11,188 | ||
Calavo Growers, Inc. | COM | 128246105 | 20,805 | 313,943 | SH | SOLE | 234,470 | 0 | 79,473 | ||
Cass Information Systems, Inc. | COM | 14808P109 | 12,824 | 318,676 | SH | SOLE | 238,476 | 0 | 80,200 | ||
Chemed Corporation | COM | 16359R103 | 167,617 | 348,948 | SH | SOLE | 250,636 | 0 | 98,312 | ||
Cisco Systems, Inc. | COM | 17275R102 | 3,335 | 84,674 | SH | SOLE | 84,674 | 0 | 0 | ||
CMC Materials, Inc. | COM | 12571t100 | 22,851 | 160,013 | SH | SOLE | 127,982 | 0 | 32,031 | ||
Coca-Cola Company | COM | 191216100 | 363 | 7,348 | SH | SOLE | 7,348 | 0 | 0 | ||
Cognex Corporation | COM | 192422103 | 32,717 | 502,568 | SH | SOLE | 282,899 | 0 | 219,669 | ||
Colgate-Palmolive Company | COM | 194162103 | 365 | 4,730 | SH | SOLE | 4,730 | 0 | 0 | ||
CoStar Group, Inc. | COM | 22160N109 | 193,591 | 228,155 | SH | SOLE | 180,347 | 0 | 47,808 | ||
Costco Wholesale Corporation | COM | 22160K105 | 304 | 857 | SH | SOLE | 857 | 0 | 0 | ||
Danaher Corporation | COM | 235851102 | 70,948 | 329,486 | SH | SOLE | 299,884 | 0 | 29,602 | ||
Descartes Systems Group Inc. | COM | 249906108 | 36,187 | 635,090 | SH | SOLE | 466,998 | 0 | 168,092 | ||
Dorman Products, Inc. | COM | 258278100 | 21,819 | 241,410 | SH | SOLE | 179,929 | 0 | 61,481 | ||
Ecolab, Inc. | COM | 278865100 | 73,634 | 368,465 | SH | SOLE | 336,984 | 0 | 31,481 | ||
Ensign Group Inc. | COM | 29358P101 | 35,167 | 616,311 | SH | SOLE | 452,023 | 0 | 164,288 | ||
Equifax, Inc. | COM | 294429105 | 3,712 | 23,660 | SH | SOLE | 23,660 | 0 | 0 | ||
Evolent Health, Inc. Class A | COM | 30050B101 | 268 | 21,609 | SH | SOLE | 21,495 | 0 | 114 | ||
ExlService Holdings, Inc. | COM | 302081104 | 22,342 | 338,669 | SH | SOLE | 252,638 | 0 | 86,031 | ||
Exponent, Inc. | COM | 30214u102 | 67,406 | 935,805 | SH | SOLE | 621,035 | 0 | 314,770 | ||
Facebook, Inc. Class A | COM | 30303M102 | 216 | 824 | SH | SOLE | 624 | 0 | 200 | ||
Fastenal Company | COM | 311900104 | 149,918 | 3,324,854 | SH | SOLE | 2,500,065 | 0 | 824,789 | ||
Fiserv, Inc. | COM | 337738108 | 2,023 | 19,628 | SH | SOLE | 19,412 | 0 | 216 | ||
Five Below, Inc. | COM | 33829M101 | 204,443 | 1,609,789 | SH | SOLE | 1,184,159 | 0 | 425,630 | ||
Five9, Inc. | COM | 338307101 | 65,196 | 502,745 | SH | SOLE | 371,845 | 0 | 130,900 | ||
Floor & Decor Holdings, Inc. C | COM | 339750101 | 53,072 | 709,522 | SH | SOLE | 530,717 | 0 | 178,805 | ||
Freshpet, Inc. | COM | 358039105 | 51,434 | 460,670 | SH | SOLE | 344,191 | 0 | 116,479 | ||
Gentex Corporation | COM | 371901109 | 95,214 | 3,697,628 | SH | SOLE | 2,802,578 | 0 | 895,050 | ||
Globant S.A. | COM | L44385109 | 256,206 | 1,429,559 | SH | SOLE | 1,095,958 | 0 | 333,601 | ||
GoDaddy, Inc. Class A | COM | 380237107 | 47,937 | 630,999 | SH | SOLE | 355,340 | 0 | 275,659 | ||
Goosehead Insurance, Inc. | COM | 38267D109 | 20,113 | 232,280 | SH | SOLE | 173,088 | 0 | 59,192 | ||
Grand Canyon Education, Inc. | COM | 38526M106 | 144,300 | 1,805,099 | SH | SOLE | 1,338,243 | 0 | 466,856 | ||
Guidewire Software, Inc. | COM | 40171V100 | 52,619 | 504,646 | SH | SOLE | 393,795 | 0 | 110,851 | ||
Health Catalyst, Inc. | COM | 42225T107 | 36,077 | 985,702 | SH | SOLE | 740,917 | 0 | 244,785 | ||
Healthcare Services Group, Inc | COM | 421906108 | 105,205 | 4,886,457 | SH | SOLE | 3,724,017 | 0 | 1,162,440 | ||
HEICO Corporation | COM | 422806109 | 122,532 | 1,170,758 | SH | SOLE | 879,250 | 0 | 291,508 | ||
Heska Corporation | COM | 42805e306 | 26,915 | 272,448 | SH | SOLE | 204,212 | 0 | 68,236 | ||
Honeywell International Inc. | COM | 438516106 | 329 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
IAC / InterActiveCorp. | COM | 44891N109 | 65,506 | 546,888 | SH | SOLE | 409,407 | 0 | 137,481 | ||
IDEXX Laboratories, Inc. | COM | 45168D104 | 50,255 | 127,839 | SH | SOLE | 116,184 | 0 | 11,655 | ||
IHS Markit Ltd. | COM | G47567105 | 63,225 | 805,305 | SH | SOLE | 738,282 | 0 | 67,023 | ||
Illumina, Inc. | COM | 452327109 | 324 | 1,049 | SH | SOLE | 1,049 | 0 | 0 | ||
Inogen, Inc. | COM | 45780L104 | 7,364 | 253,931 | SH | SOLE | 190,968 | 0 | 62,963 | ||
Inovalon Holdings, Inc. Class | COM | 45781D101 | 38,707 | 1,463,410 | SH | SOLE | 1,094,240 | 0 | 369,170 | ||
Intel Corporation | COM | 458140100 | 2,360 | 45,583 | SH | SOLE | 45,583 | 0 | 0 | ||
International Flavors & Fragra | COM | 459506101 | 2,068 | 16,890 | SH | SOLE | 16,863 | 0 | 27 | ||
Ishares Core S&P 500 Etf | COM | 464287200 | 810 | 2,409 | SH | SOLE | 2,409 | 0 | 0 | ||
iShares Core S&P U.S. Growth E | COM | 464287671 | 610 | 7,626 | SH | SOLE | 1,391 | 0 | 6,235 | ||
Ishares Tr Russell 1000 | COM | 464287622 | 626 | 3,347 | SH | SOLE | 3,347 | 0 | 0 | ||
Ishares Tr Russell 2000 | COM | 464287655 | 499 | 3,332 | SH | SOLE | 3,332 | 0 | 0 | ||
Ishares Tr Russell 2000 Growth | COM | 464287648 | 649 | 2,930 | SH | SOLE | 0 | 0 | 2,930 | ||
Jack Henry & Associates, Inc. | COM | 426281101 | 65,697 | 404,067 | SH | SOLE | 317,874 | 0 | 86,193 | ||
Johnson & Johnson | COM | 478160104 | 3,189 | 21,422 | SH | SOLE | 20,876 | 0 | 546 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 611 | 6,346 | SH | SOLE | 6,346 | 0 | 0 | ||
Kadant Inc. | COM | 48282T104 | 22,902 | 208,922 | SH | SOLE | 156,014 | 0 | 52,908 | ||
Kornit Digital Ltd. | COM | m6372q113 | 89,480 | 1,379,378 | SH | SOLE | 899,093 | 0 | 480,285 | ||
Lennox International, Inc. | COM | 526107107 | 27,877 | 102,261 | SH | SOLE | 56,621 | 0 | 45,640 | ||
Linde Plc | COM | G5494J103 | 38,480 | 161,592 | SH | SOLE | 149,738 | 0 | 11,854 | ||
MAXIMUS, Inc. | COM | 577933104 | 30,163 | 440,909 | SH | SOLE | 329,039 | 0 | 111,870 | ||
McDonald's Corporation | COM | 580135101 | 645 | 2,940 | SH | SOLE | 2,940 | 0 | 0 | ||
Medtronic plc | COM | G5960L103 | 627 | 6,029 | SH | SOLE | 4,903 | 0 | 1,126 | ||
Microsoft Corporation | COM | 594918104 | 155,093 | 737,378 | SH | SOLE | 675,178 | 0 | 62,200 | ||
Middleby Corporation | COM | 596278101 | 16,063 | 179,056 | SH | SOLE | 98,839 | 0 | 80,217 | ||
National Instruments Corporati | COM | 636518102 | 96,515 | 2,703,499 | SH | SOLE | 2,028,962 | 0 | 674,537 | ||
National Vision Holdings, Inc. | COM | 63845R107 | 35,416 | 926,155 | SH | SOLE | 693,191 | 0 | 232,964 | ||
Neogen Corporation | COM | 640491106 | 101,366 | 1,295,409 | SH | SOLE | 910,078 | 0 | 385,331 | ||
Netflix Inc. | COM | 64110L106 | 37,578 | 75,151 | SH | SOLE | 66,879 | 0 | 8,272 | ||
NVIDIA Corporation | COM | 67066G104 | 55,777 | 103,058 | SH | SOLE | 91,750 | 0 | 11,308 | ||
Ollie's Bargain Outlet Holding | COM | 681116109 | 88,100 | 1,008,589 | SH | SOLE | 660,650 | 0 | 347,939 | ||
Oracle Corporation | COM | 68389X105 | 300 | 5,020 | SH | SOLE | 5,020 | 0 | 0 | ||
OrthoPediatrics Corp. | COM | 68752l100 | 45,398 | 988,623 | SH | SOLE | 646,059 | 0 | 342,564 | ||
Paychex, Inc. | COM | 704326107 | 2,095 | 26,264 | SH | SOLE | 26,264 | 0 | 0 | ||
Paycom Software, Inc. | COM | 70432V102 | 122,296 | 392,855 | SH | SOLE | 310,928 | 0 | 81,927 | ||
Paylocity Holding Corp. | COM | 70438V106 | 86,337 | 534,860 | SH | SOLE | 377,277 | 0 | 157,583 | ||
Pegasystems, Inc. | COM | 705573103 | 148,218 | 1,224,535 | SH | SOLE | 846,170 | 0 | 378,365 | ||
Pennant Group, Inc. | COM | 70805E109 | 22,371 | 580,156 | SH | SOLE | 436,318 | 0 | 143,838 | ||
PepsiCo, Inc. | COM | 713448108 | 3,953 | 28,522 | SH | SOLE | 27,742 | 0 | 780 | ||
PetIQ, Inc. Class A | COM | 71639T106 | 21,514 | 653,530 | SH | SOLE | 489,322 | 0 | 164,208 | ||
Pluralsight, Inc. Class A | COM | 72941B106 | 78,947 | 4,608,718 | SH | SOLE | 3,428,257 | 0 | 1,180,461 | ||
Power Integrations, Inc. | COM | 739276103 | 33,553 | 605,644 | SH | SOLE | 452,309 | 0 | 153,335 | ||
PRA Group, Inc. | COM | 69354N106 | 54,119 | 1,354,658 | SH | SOLE | 911,352 | 0 | 443,306 | ||
Procter & Gamble Company | COM | 742718109 | 2,466 | 17,739 | SH | SOLE | 17,739 | 0 | 0 | ||
Pros Holdings, Inc. | COM | 74346Y103 | 44,194 | 1,383,650 | SH | SOLE | 945,431 | 0 | 438,219 | ||
Proto Labs, Inc. | COM | 743713109 | 201,185 | 1,553,555 | SH | SOLE | 1,133,051 | 0 | 420,504 | ||
Reckitt Benckiser Group ADR | COM | 756255204 | 1,789 | 91,546 | SH | SOLE | 91,546 | 0 | 0 | ||
Ritchie Bros. Auctioneers, Inc | COM | 767744105 | 211,251 | 3,565,424 | SH | SOLE | 2,748,331 | 0 | 817,093 | ||
Roche Holding Ltd. ADR | COM | 771195104 | 28,983 | 675,936 | SH | SOLE | 617,551 | 0 | 58,385 | ||
Rockwell Automation Com | COM | 773903109 | 2,448 | 11,091 | SH | SOLE | 11,091 | 0 | 0 | ||
Rogers Corporation | COM | 775133101 | 17,535 | 178,814 | SH | SOLE | 135,279 | 0 | 43,535 | ||
Rollins, Inc. | COM | 775711104 | 124,873 | 2,304,347 | SH | SOLE | 1,741,301 | 0 | 563,046 | ||
Salesforce.com, Inc. | COM | 79466L302 | 96,348 | 383,368 | SH | SOLE | 346,320 | 0 | 37,048 | ||
ServiceMaster Global Holdings, | COM | 81761R109 | 33,839 | 848,530 | SH | SOLE | 634,848 | 0 | 213,682 | ||
ServiceNow, Inc. | COM | 81762P102 | 58,039 | 119,669 | SH | SOLE | 109,233 | 0 | 10,436 | ||
Snap-on, Inc. | COM | 833034101 | 2,073 | 14,087 | SH | SOLE | 14,087 | 0 | 0 | ||
SPDR SERIES TRUST BLMBRG BRC C | COM | 78464A359 | 344 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
SPS Commerce, Inc. | COM | 78463M107 | 67,955 | 872,667 | SH | SOLE | 644,922 | 0 | 227,745 | ||
Starbucks Corporation | COM | 855244109 | 67,935 | 790,676 | SH | SOLE | 729,078 | 0 | 61,598 | ||
Stryker Corp Com | COM | 863667101 | 396 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
Target Corporation | COM | 87612E106 | 366 | 2,327 | SH | SOLE | 2,327 | 0 | 0 | ||
Teladoc Health, Inc. | COM | 87918A105 | 120,048 | 547,566 | SH | SOLE | 400,336 | 0 | 147,230 | ||
Tesla Motors Inc. | COM | 88160R101 | 759 | 1,770 | SH | SOLE | 1,570 | 0 | 200 | ||
TJX Companies, Inc. | COM | 872540109 | 2,940 | 52,835 | SH | SOLE | 52,835 | 0 | 0 | ||
Trupanion, Inc. | COM | 898202106 | 399 | 5,053 | SH | SOLE | 5,053 | 0 | 0 | ||
Tyler Technologies, Inc. | COM | 902252105 | 152,555 | 437,672 | SH | SOLE | 347,135 | 0 | 90,537 | ||
U.S. Bancorp | COM | 902973304 | 310 | 8,637 | SH | SOLE | 8,637 | 0 | 0 | ||
U.S. Physical Therapy, Inc. | COM | 90337L108 | 30,259 | 348,289 | SH | SOLE | 260,377 | 0 | 87,912 | ||
UnitedHealth Group, Inc. | COM | 91324P102 | 58,965 | 189,130 | SH | SOLE | 173,702 | 0 | 15,428 | ||
Vanguard Index Fds Stk Mrk Etf | COM | 922908769 | 277 | 1,624 | SH | SOLE | 1,624 | 0 | 0 | ||
Veeva Systems, Inc. Class A | COM | 922475108 | 102,951 | 366,126 | SH | SOLE | 335,050 | 0 | 31,076 | ||
Verisk Analytics, Inc. | COM | 92345Y106 | 170,103 | 917,940 | SH | SOLE | 623,863 | 0 | 294,077 | ||
Visa, Inc. | COM | 92826C839 | 41,673 | 208,395 | SH | SOLE | 187,394 | 0 | 21,001 | ||
Walmart, Inc. | COM | 931142103 | 2,720 | 19,444 | SH | SOLE | 19,444 | 0 | 0 | ||
Walt Disney Company | COM | 254687106 | 450 | 3,628 | SH | SOLE | 3,628 | 0 | 0 | ||
Waste Mgmt | COM | 94106L109 | 283 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
Watsco, Inc. | COM | 942622200 | 35,728 | 153,413 | SH | SOLE | 80,777 | 0 | 72,636 | ||
West Pharmaceutical Services, | COM | 955306105 | 161,702 | 588,220 | SH | SOLE | 399,944 | 0 | 188,276 | ||
WillScot Mobile Mini Holdings | COM | 971378104 | 45,615 | 2,734,716 | SH | SOLE | 2,054,063 | 0 | 680,653 | ||
Workiva, Inc. Class A | COM | 98139A105 | 85,776 | 1,538,299 | SH | SOLE | 1,013,458 | 0 | 524,841 | ||
Xcel Energy Inc Com | COM | 98389B100 | 263 | 3,810 | SH | SOLE | 2,610 | 0 | 1,200 | ||
Fidelity 500 Index Fund Inst | COM | 315911750 | 1,485 | 12,681 | SH | SOLE | 10,864 | 0 | 1,818 | ||
Fidelity Contra Fund | COM | 316071109 | 266 | 15,922 | SH | SOLE | 15,922 | 0 | 0 | ||
Growth Fd Amer Inc Com | COM | 399874106 | 451 | 7,424 | SH | SOLE | 7,424 | 0 | 0 | ||
JPMORGAN TR II LARGE CAP GR A | COM | 4812C0506 | 480 | 8,585 | SH | SOLE | 8,585 | 0 | 0 | ||
Riverbridge Growth Fund - Inst | COM | 46141P404 | 17,185 | 604,053 | SH | SOLE | 604,053 | 0 | 0 | ||
Vanguard Index Tr 500 Index Ad | COM | 922908710 | 8,733 | 28,145 | SH | SOLE | 11,747 | 0 | 16,399 |