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 |
3M CO | COM | 88579Y101 | 286 | 1,623 | SH | SOLE | 223 | 0 | 1,400 | ||
ABBOTT LABS | COM | 002824100 | 1,033 | 11,892 | SH | SOLE | 1,466 | 0 | 10,426 | ||
ABBVIE INC | COM | 00287Y109 | 633 | 7,148 | SH | SOLE | 1,123 | 0 | 6,025 | ||
ABIOMED INC | COM | 003654100 | 277,992 | 1,629,592 | SH | SOLE | 1,075,437 | 0 | 554,155 | ||
ACI WORLDWIDE INC | COM | 004498101 | 99,850 | 2,635,599 | SH | SOLE | 511,132 | 0 | 2,124,467 | ||
ADOBE INC | COM | 00724F101 | 1,334 | 4,045 | SH | SOLE | 3,021 | 0 | 1,024 | ||
ALARM COM HLDGS INC | COM | 011642105 | 214,236 | 4,985,703 | SH | SOLE | 2,696,523 | 0 | 2,289,180 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 1,529 | 5,479 | SH | SOLE | 5,399 | 0 | 80 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,405 | 3,289 | SH | SOLE | 2,557 | 0 | 732 | ||
ALTERYX INC | COM CL A | 02156B103 | 367,931 | 3,676,739 | SH | SOLE | 2,397,197 | 0 | 1,279,542 | ||
AMAZON COM INC | COM | 023135106 | 3,369 | 1,823 | SH | SOLE | 1,594 | 0 | 229 | ||
AMERICAN SOFTWARE INC | CL A | 029683109 | 60,198 | 4,045,531 | SH | SOLE | 2,320,997 | 0 | 1,724,534 | ||
ANSYS INC | COM | 03662Q105 | 441,128 | 1,713,718 | SH | SOLE | 950,013 | 0 | 763,705 | ||
APPFOLIO INC | COM CL A | 03783C100 | 178,609 | 1,624,454 | SH | SOLE | 1,010,354 | 0 | 614,100 | ||
APPLE INC | COM | 037833100 | 7,442 | 25,342 | SH | SOLE | 18,096 | 0 | 7,246 | ||
AUTODESK INC | COM | 052769106 | 1,495 | 8,148 | SH | SOLE | 8,148 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 1,002 | 5,876 | SH | SOLE | 1,061 | 0 | 4,815 | ||
AVADEL PHARMACEUTICALS PLC | SPONSORED ADR | 05337M104 | 13,816 | 1,829,886 | SH | SOLE | 1,279,025 | 0 | 550,861 | ||
BALCHEM CORP | COM | 057665200 | 349,462 | 3,438,569 | SH | SOLE | 2,160,919 | 0 | 1,277,650 | ||
BIO TECHNE CORP | COM | 09073M104 | 360,303 | 1,641,397 | SH | SOLE | 998,645 | 0 | 642,752 | ||
BLACKBAUD INC | COM | 09227Q100 | 274,895 | 3,453,453 | SH | SOLE | 2,108,357 | 0 | 1,345,096 | ||
BOOKING HLDGS INC | COM | 09857L108 | 427 | 208 | SH | SOLE | 204 | 0 | 4 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 1,359 | 9,040 | SH | SOLE | 9,040 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 685 | 10,674 | SH | SOLE | 4,994 | 0 | 5,680 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 2,723 | 22,038 | SH | SOLE | 21,308 | 0 | 730 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 278,506 | 3,928,146 | SH | SOLE | 2,341,464 | 0 | 1,586,682 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 285,166 | 5,868,827 | SH | SOLE | 3,758,925 | 0 | 2,109,902 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 37,047 | 728,838 | SH | SOLE | 379,545 | 0 | 349,293 | ||
CERNER CORP | COM | 156782104 | 651 | 8,875 | SH | SOLE | 8,875 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 686 | 6,062 | SH | SOLE | 6,062 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 36,665 | 330,430 | SH | SOLE | 172,685 | 0 | 157,745 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 821 | 981 | SH | SOLE | 981 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 400 | 8,342 | SH | SOLE | 1,405 | 0 | 6,937 | ||
COGNEX CORP | COM | 192422103 | 528,447 | 9,429,812 | SH | SOLE | 6,025,326 | 0 | 3,404,486 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 47,927 | 411,112 | SH | SOLE | 341,824 | 0 | 69,288 | ||
DANAHER CORPORATION | COM | 235851102 | 297 | 1,933 | SH | SOLE | 816 | 0 | 1,117 | ||
DEXCOM INC | COM | 252131107 | 1,452 | 6,640 | SH | SOLE | 6,640 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 275 | 5,560 | SH | SOLE | 60 | 0 | 5,500 | ||
DMC GLOBAL INC | COM | 23291C103 | 116,403 | 2,590,189 | SH | SOLE | 1,540,676 | 0 | 1,049,513 | ||
ECOLAB INC | COM | 278865100 | 2,213 | 11,468 | SH | SOLE | 7,112 | 0 | 4,356 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 2,322 | 9,952 | SH | SOLE | 9,412 | 0 | 540 | ||
ENDOLOGIX INC | COM NEW | 29266S304 | 1,405 | 889,213 | SH | SOLE | 559,239 | 0 | 329,974 | ||
ENVESTNET INC | COM | 29404K106 | 1,038 | 14,903 | SH | SOLE | 14,903 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 1,478 | 10,550 | SH | SOLE | 10,550 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,186 | 10,966 | SH | SOLE | 9,738 | 0 | 1,228 | ||
FACEBOOK INC | CL A | 30303M102 | 4,052 | 19,741 | SH | SOLE | 14,600 | 0 | 5,141 | ||
FASTENAL CO | COM | 311900104 | 2,521 | 68,226 | SH | SOLE | 63,476 | 0 | 4,750 | ||
FISERV INC | COM | 337738108 | 1,279 | 11,065 | SH | SOLE | 9,558 | 0 | 1,507 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 1,642 | 5,707 | SH | SOLE | 5,707 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 248,708 | 4,565,966 | SH | SOLE | 2,941,971 | 0 | 1,623,995 | ||
GRAINGER W W INC | COM | 384802104 | 846 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 353,252 | 3,218,113 | SH | SOLE | 1,800,765 | 0 | 1,417,348 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 26,314 | 251,664 | SH | SOLE | 208,957 | 0 | 42,707 | ||
HELIOS TECHNOLOGIES INC | COM | 42328H109 | 265,491 | 5,742,832 | SH | SOLE | 3,548,960 | 0 | 2,193,872 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 1,052 | 7,219 | SH | SOLE | 7,219 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 3,241 | 14,840 | SH | SOLE | 8,979 | 0 | 5,861 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 311 | 2,664 | SH | SOLE | 2,664 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 59,550 | 345,760 | SH | SOLE | 180,546 | 0 | 165,214 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 691 | 3,849 | SH | SOLE | 280 | 0 | 3,569 | ||
INCYTE CORP | COM | 45337C102 | 22,788 | 260,970 | SH | SOLE | 167,252 | 0 | 93,718 | ||
INOGEN INC | COM | 45780L104 | 253,630 | 3,711,837 | SH | SOLE | 2,326,865 | 0 | 1,384,972 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 220 | 1,638 | SH | SOLE | 217 | 0 | 1,421 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 1,540 | 10,627 | SH | SOLE | 10,627 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 226,240 | 3,322,664 | SH | SOLE | 2,160,015 | 0 | 1,162,649 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 238,263 | 17,901,053 | SH | SOLE | 12,045,996 | 0 | 5,855,057 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 977 | 6,543 | SH | SOLE | 6,448 | 0 | 95 | ||
JOHNSON & JOHNSON | COM | 478160104 | 355 | 2,437 | SH | SOLE | 174 | 0 | 2,263 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 11,836 | 290,731 | SH | SOLE | 150,951 | 0 | 139,780 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 893 | 6,404 | SH | SOLE | 4,841 | 0 | 1,563 | ||
LKQ CORP | COM | 501889208 | 1,277 | 35,758 | SH | SOLE | 35,558 | 0 | 200 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 476,906 | 5,980,010 | SH | SOLE | 3,684,352 | 0 | 2,295,658 | ||
MARKETAXESS HLDGS INC | COM | 57060D108 | 884 | 2,332 | SH | SOLE | 2,332 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 9,629 | 60,917 | SH | SOLE | 60,612 | 0 | 305 | ||
MASTERCARD INC | CL A | 57636Q104 | 3,757 | 12,584 | SH | SOLE | 10,149 | 0 | 2,435 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 252 | 1,483 | SH | SOLE | 1,018 | 0 | 465 | ||
MCDONALDS CORP | COM | 580135101 | 970 | 4,910 | SH | SOLE | 2,335 | 0 | 2,575 | ||
MERCADOLIBRE INC | COM | 58733R102 | 32,513 | 56,847 | SH | SOLE | 48,820 | 0 | 8,027 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 411 | 42,117 | SH | SOLE | 42,117 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 5,025 | 31,865 | SH | SOLE | 22,560 | 0 | 9,305 | ||
MORGAN STANLEY | COM NEW | 617446448 | 402 | 7,856 | SH | SOLE | 6,527 | 0 | 1,329 | ||
NEOGEN CORP | COM | 640491106 | 440,426 | 6,748,791 | SH | SOLE | 4,210,185 | 0 | 2,538,606 | ||
NETSCOUT SYS INC | COM | 64115T104 | 100,537 | 4,176,867 | SH | SOLE | 2,604,264 | 0 | 1,572,603 | ||
NEXTGEN HEALTHCARE INC | COM | 65343C102 | 145,298 | 9,041,574 | SH | SOLE | 5,194,388 | 0 | 3,847,186 | ||
NIC INC | COM | 62914B100 | 86,783 | 3,882,910 | SH | SOLE | 2,672,906 | 0 | 1,210,004 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 1,898 | 32,498 | SH | SOLE | 23,974 | 0 | 8,524 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 2,674 | 6,102 | SH | SOLE | 5,690 | 0 | 412 | ||
OMNICELL INC | COM | 68213N109 | 1,199 | 14,675 | SH | SOLE | 14,675 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 498 | 9,400 | SH | SOLE | 2,100 | 0 | 7,300 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 546,372 | 2,063,650 | SH | SOLE | 1,205,663 | 0 | 857,987 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 4,324 | 35,490 | SH | SOLE | 23,338 | 0 | 12,152 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 391,065 | 6,526,453 | SH | SOLE | 4,001,243 | 0 | 2,525,210 | ||
PROTO LABS INC | COM | 743713109 | 384,735 | 3,788,628 | SH | SOLE | 2,407,390 | 0 | 1,381,238 | ||
PULTE GROUP INC | COM | 745867101 | 209 | 5,378 | SH | SOLE | 3,039 | 0 | 2,339 | ||
Q2 HLDGS INC | COM | 74736L109 | 337,705 | 4,165,089 | SH | SOLE | 2,767,283 | 0 | 1,397,806 | ||
QIAGEN NV | SHS NEW | N72482123 | 31,089 | 919,799 | SH | SOLE | 477,141 | 0 | 442,658 | ||
QUANTA SVCS INC | COM | 74762E102 | 657 | 16,135 | SH | SOLE | 15,499 | 0 | 636 | ||
QUIDEL CORP | COM | 74838J101 | 421,490 | 5,617,614 | SH | SOLE | 3,447,146 | 0 | 2,170,468 | ||
REALPAGE INC | COM | 75606N109 | 1,480 | 27,538 | SH | SOLE | 27,213 | 0 | 325 | ||
SALESFORCE COM INC | COM | 79466L302 | 961 | 5,911 | SH | SOLE | 5,619 | 0 | 292 | ||
SHOPIFY INC | CL A | 82509L107 | 2,607 | 6,558 | SH | SOLE | 6,268 | 0 | 290 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 1,640 | 18,093 | SH | SOLE | 18,093 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 58,823 | 1,309,510 | SH | SOLE | 804,296 | 0 | 505,214 | ||
STARBUCKS CORP | COM | 855244109 | 1,606 | 18,267 | SH | SOLE | 15,985 | 0 | 2,282 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 54,245 | 909,992 | SH | SOLE | 563,557 | 0 | 346,435 | ||
TARGET CORP | COM | 87612E106 | 611 | 4,766 | SH | SOLE | 1,813 | 0 | 2,953 | ||
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 1,346 | 28,294 | SH | SOLE | 25,396 | 0 | 2,898 | ||
TJX COS INC NEW | COM | 872540109 | 438 | 7,172 | SH | SOLE | 3,059 | 0 | 4,113 | ||
TOLL BROTHERS INC | COM | 889478103 | 205 | 5,181 | SH | SOLE | 3,921 | 0 | 1,260 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 3,148 | 33,691 | SH | SOLE | 22,031 | 0 | 11,660 | ||
TRIMBLE INC | COM | 896239100 | 312 | 7,478 | SH | SOLE | 7,478 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 556,323 | 1,854,286 | SH | SOLE | 1,084,616 | 0 | 769,670 | ||
ULTA BEAUTY INC | COM | 90384S303 | 1,438 | 5,680 | SH | SOLE | 5,655 | 0 | 25 | ||
UNDER ARMOUR INC | CL A | 904311107 | 216 | 10,003 | SH | SOLE | 9,548 | 0 | 455 | ||
UNION PACIFIC CORP | COM | 907818108 | 659 | 3,643 | SH | SOLE | 2,722 | 0 | 921 | ||
VEEVA SYS INC | CL A COM | 922475108 | 489,184 | 3,477,773 | SH | SOLE | 2,133,959 | 0 | 1,343,814 | ||
VISA INC | COM CL A | 92826C839 | 1,096 | 5,831 | SH | SOLE | 5,741 | 0 | 90 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 112,100 | 5,399,806 | SH | SOLE | 3,176,034 | 0 | 2,223,772 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 929 | 10,071 | SH | SOLE | 1,076 | 0 | 8,995 | ||
YORK WTR CO | COM | 987184108 | 519 | 11,250 | SH | SOLE | 0 | 0 | 11,250 | ||
ZOETIS INC | CL A | 98978V103 | 1,156 | 8,733 | SH | SOLE | 8,733 | 0 | 0 |