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
AERCAP HOLDINGS NV CS N00985106 48,899 1,155,185 SH   SOLE   825,023 0 330,162
AFLAC INC CS 001055102 450 8,000 SH   SOLE   0 0 8,000
ALPHABET INC CAP STK CL A CS 02079K305 44,197 462,070 SH   SOLE   325,050 0 137,020
AMAZON COM INC CS 023135106 41,626 368,375 SH   SOLE   255,597 0 112,778
BAKER HUGHES A GE CO CS 05722G100 29,132 1,389,874 SH   SOLE   958,846 0 431,028
BALL CORP COM CS 058498106 35,360 731,780 SH   SOLE   506,812 0 224,968
BIO TECHNE CORP CS 09073M104 284 1,000 SH   SOLE   0 0 1,000
BLOCK INC CL A CS 852234103 525 9,539 SH   SOLE   354 0 9,185
BROWN FORMAN CORP CS 115637209 3,706 55,668 SH   SOLE   2,575 0 53,093
CATALENT INC CS 148806102 31,703 438,133 SH   SOLE   319,517 0 118,616
CLARIVATE ANALYTICS PLC CS G21810109 21,891 2,331,307 SH   SOLE   1,641,065 0 690,242
DANAHER CORP DEL CS 235851102 52,717 204,101 SH   SOLE   139,254 0 64,847
DIGITAL RLTY TR INC CS 253868103 2,348 23,678 SH   SOLE   11,906 0 11,772
DISNEY WALT CO CS 254687106 21,885 232,002 SH   SOLE   161,574 0 70,428
ELANCO ANIMAL HEALTH INC CS 28414H202 594 28,401 SH   SOLE   12,616 0 15,785
ENTEGRIS INC CS 29362U104 7,081 85,295 SH   SOLE   57,715 0 27,580
EXTRA SPACE STORAGE INC CS 30225T102 2,057 11,910 SH   SOLE   0 0 11,910
GRACO INC CS 384109104 3,400 56,719 SH   SOLE   3,700 0 53,019
HALOZYME THERAPEUTICS INC CS 40637H109 45,043 1,139,170 SH   SOLE   804,567 0 334,603
IQVIA HLDGS INC COM CS 46266C105 46,523 256,835 SH   SOLE   182,723 0 74,112
ISHARES TR US PFD STK IDX ETF 464288687 225 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC CS 49338L103 4,937 31,376 SH   SOLE   1,600 0 29,776
MARTIN MARIETTA MATLS INC CS 573284106 40,203 124,820 SH   SOLE   83,798 0 41,022
MICROSOFT CORP CS 594918104 49,849 214,037 SH   SOLE   154,089 0 59,948
PALO ALTO NETWORKS INC CS 697435105 50,928 310,933 SH   SOLE   216,778 0 94,155
PROGRESSIVE CORP OHIO CS 743315103 27,743 238,734 SH   SOLE   182,183 0 56,551
SALESFORCE INC COM CS 79466L302 28,663 199,273 SH   SOLE   135,911 0 63,362
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 1,364 27,762 SH   SOLE   16,497 0 11,265
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 1,503 29,022 SH   SOLE   18,322 0 10,700
SHERWIN WILLIAMS CO CS 824348106 29,158 142,409 SH   SOLE   101,182 0 41,227
SIGNATURE BK NEW YORK N Y CS 82669G104 10,403 68,893 SH   SOLE   55,580 0 13,313
SPDR TR UNIT SER 1 ETF 78462F103 4,797 13,431 SH   SOLE   13,431 0 0
SVB FINL GROUP CS 78486Q101 24,501 72,967 SH   SOLE   50,671 0 22,296
TEXAS INSTRS INC CS 882508104 310 2,000 SH   SOLE   0 0 2,000
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 1,406 31,191 SH   SOLE   19,694 0 11,497
WELLS FARGO AND CO NEW CS 949746101 66,093 1,643,299 SH   SOLE   1,101,895 0 541,404