Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GLOB	Globant S.A.	1,520,948	$333M	3.4%	$57.78	+280.4%	COM	L44385109
FIVE	Five Below, Inc.	1,543,234	$298M	3.0%	$70.49	+170.9%	COM	33829M101
—	Ritchie Bros. Auctioneers, Inc	4,637,425	$275M	2.8%	$33.51	—	COM	767744105
LOPE	Grand Canyon Education, Inc.	2,861,417	$257M	2.6%	$69.68	+41.8%	COM	38526M106
—	Amedisys, Inc.	1,016,623	$249M	2.5%	$169.60	—	COM	023436108
BL	BlackLine, Inc.	2,122,326	$236M	2.4%	$50.28	+117.2%	COM	09239B109
WST	West Pharmaceutical Services,	616,752	$221M	2.2%	$116.46	+180.5%	COM	955306105
MSFT	Microsoft Corporation	788,396	$214M	2.2%	$47.87	+411.3%	COM	594918104
CSGP	CoStar Group, Inc.	2,519,018	$209M	2.1%	$79.78	+8.4%	COM	22160N109
TYL	Tyler Technologies, Inc.	458,494	$207M	2.1%	$222.25	+91.2%	COM	902252105
PEGA	Pegasystems, Inc.	1,369,540	$191M	1.9%	$25.03	+151.8%	COM	705573103
FAST	Fastenal Company	3,625,617	$189M	1.9%	$12.58	+85.1%	COM	311900104
—	Kornit Digital Ltd.	1,485,322	$185M	1.9%	$34.77	—	COM	m6372q113
—	Ansys, Inc.	526,665	$183M	1.9%	$121.96	—	COM	03662Q105
HEI	HEICO Corporation	1,296,945	$181M	1.8%	$60.55	+127.9%	COM	422806109
WK	Workiva, Inc. Class A	1,604,202	$179M	1.8%	$34.86	+178.6%	COM	98139A105
HCSG	Healthcare Services Group, Inc	5,309,865	$168M	1.7%	$28.44	+6.9%	COM	421906108
PCTY	Paylocity Holding Corp.	863,048	$165M	1.7%	$119.67	+50.3%	COM	70438V106
VRSK	Verisk Analytics, Inc.	940,868	$164M	1.7%	$87.55	+96.6%	COM	92345Y106
PAYC	Paycom Software, Inc.	450,180	$164M	1.7%	$150.52	+130.8%	COM	70432V102
ALRM	Alarm.com Holdings, Inc.	1,850,343	$157M	1.6%	$44.48	+92.0%	COM	011642105
ENSG	Ensign Group, Inc.	1,729,572	$150M	1.5%	$65.01	+31.5%	COM	29358P101
CHE	Chemed Corporation	308,165	$146M	1.5%	$107.21	+340.9%	COM	16359R103
—	2U, Inc.	3,492,263	$146M	1.5%	$38.02	—	COM	90214J101
AMZN	Amazon.com, Inc.	39,946	$137M	1.4%	$44.08	+277.1%	COM	023135106
GNTX	Gentex Corporation	3,959,908	$131M	1.3%	$17.07	+103.2%	COM	371901109
ROL	Rollins, Inc.	3,811,704	$130M	1.3%	$22.54	+46.0%	COM	775711104
NEOG	Neogen Corporation	2,802,535	$129M	1.3%	$35.81	+29.0%	COM	640491106
VEEV	Veeva Systems, Inc. Class A	395,597	$123M	1.2%	$47.92	+481.7%	COM	922475108
—	National Instruments Corporati	2,904,865	$123M	1.2%	$30.31	—	COM	636518102
—	Avalara, Inc.	756,222	$122M	1.2%	$150.99	—	COM	05338G106
TECH	Bio-Techne Corporation	227,437	$102M	1.0%	$30.71	+236.0%	COM	09073M104
CRM	Salesforce.com, Inc.	418,493	$102M	1.0%	$99.36	+129.2%	COM	79466L302
FVRR	Fiverr International LTD	415,496	$101M	1.0%	$223.65	-7.2%	COM	M4R82T106
ADI	Analog Devices, Inc.	569,667	$98.07M	1.0%	$78.28	+88.7%	COM	032654105
DHR	Danaher Corporation	362,306	$97.23M	1.0%	$127.69	+70.1%	COM	235851102
SBUX	Starbucks Corporation	852,151	$95.28M	1.0%	$38.15	+166.5%	COM	855244109
SPSC	SPS Commerce, Inc.	953,718	$95.23M	1.0%	$46.62	+112.0%	COM	78463M107
—	IHS Markit Ltd.	839,428	$94.57M	1.0%	$40.90	—	COM	G47567105
IAC	IAC / InterActiveCorp.	599,146	$92.37M	0.9%	$129.53	0.0%	COM	44891N208
OLLI	Ollie's Bargain Outlet Holding	1,088,965	$91.61M	0.9%	$56.99	+52.7%	COM	681116109
GWRE	Guidewire Software, Inc.	812,282	$91.56M	0.9%	$99.23	+4.8%	COM	40171V100
—	Exponent, Inc.	1,018,769	$90.88M	0.9%	$63.83	—	COM	30214u102
NVDA	NVIDIA Corporation	112,590	$90.08M	0.9%	$6.67	+139.7%	COM	67066G104
IDXX	IDEXX Laboratories, Inc.	142,159	$89.78M	0.9%	$294.06	+87.8%	COM	45168D104
GDDY	GoDaddy, Inc. Class A	967,422	$84.13M	0.9%	$64.56	+29.4%	COM	380237107
AMN	AMN Healthcare Services, Inc.	861,566	$83.56M	0.8%	$56.62	+53.3%	COM	001744101
ECL	Ecolab, Inc.	397,582	$81.89M	0.8%	$98.70	+109.0%	COM	278865100
UNH	UnitedHealth Group, Inc.	202,381	$81.04M	0.8%	$110.15	+235.0%	COM	91324P102
JKHY	Jack Henry & Associates, Inc.	445,086	$72.78M	0.7%	$161.23	-6.5%	COM	426281101
NOW	ServiceNow, Inc.	131,980	$72.53M	0.7%	$61.85	+63.9%	COM	81762P102
—	Pros Holdings, Inc.	1,530,553	$69.75M	0.7%	$26.38	—	COM	74346Y103
—	Heska Corporation	294,990	$67.77M	0.7%	$100.02	—	COM	42805e306
—	OrthoPediatrics Corp.	1,071,359	$67.69M	0.7%	$41.06	—	COM	68752l100
GOOGL	Alphabet, Inc. Class A	27,069	$66.1M	0.7%	$46.44	+149.6%	COM	02079K305
FRPT	Freshpet, Inc.	395,378	$64.43M	0.7%	$20.38	+736.7%	COM	358039105
CRL	Charles River Laboratories Int	166,036	$61.42M	0.6%	$281.56	+18.6%	COM	159864107
PRLB	Proto Labs, Inc.	655,599	$60.18M	0.6%	$67.29	+46.4%	COM	743713109
HCAT	Health Catalyst, Inc.	1,076,457	$59.75M	0.6%	$35.19	+51.4%	COM	42225T107
PRAA	PRA Group, Inc.	1,465,436	$56.38M	0.6%	$48.70	-21.1%	COM	69354N106
ILMN	Illumina, Inc.	118,662	$56.15M	0.6%	$405.94	-0.8%	COM	452327109
V	Visa, Inc.	232,377	$54.33M	0.6%	$114.43	+93.1%	COM	92826C839
—	Inovalon Holdings, Inc. Class	1,586,803	$54.08M	0.5%	$18.17	—	COM	45781D101
POWI	Power Integrations, Inc.	656,197	$53.85M	0.5%	$41.13	+86.3%	COM	739276103
AOS	A. O. Smith Corporation	744,245	$53.63M	0.5%	$49.67	+27.9%	COM	831865209
PHR	Phreesia Inc.	874,140	$53.59M	0.5%	$46.30	+12.5%	COM	71944F106
MEDP	Medpace Holdings, Inc.	296,140	$52.31M	0.5%	$153.84	+12.2%	COM	58506Q109
PNTG	Pennant Group, Inc.	1,275,847	$52.18M	0.5%	$37.39	+4.0%	COM	70805E109
EYE	National Vision Holdings, Inc.	1,005,978	$51.44M	0.5%	$31.13	+57.6%	COM	63845R107
WSC	WillScot Mobile Mini Holdings	1,841,235	$51.31M	0.5%	$16.40	+75.2%	COM	971378104
FIVN	Five9, Inc.	272,391	$49.95M	0.5%	$66.13	+160.7%	COM	338307101
GSHD	Goosehead Insurance, Inc.	381,808	$48.6M	0.5%	$73.35	+38.9%	COM	38267D109
DSGX	Descartes Systems Group Inc.	688,771	$47.63M	0.5%	$41.51	+52.3%	COM	249906108
—	Vimeo, Inc.	970,260	$47.54M	0.5%	$49.00	—	COM	92719V100
FND	Floor & Decor Holdings, Inc. C	439,992	$46.51M	0.5%	$45.28	+129.2%	COM	339750101
GKOS	Glaukos Corporation	547,658	$46.46M	0.5%	$82.12	0.0%	COM	377322102
TDOC	Teladoc Health, Inc.	278,892	$46.38M	0.5%	$92.92	+74.4%	COM	87918A105
CGNX	Cognex Corporation	548,687	$46.12M	0.5%	$43.08	+82.3%	COM	192422103
—	PetIQ, Inc. Class A	1,184,537	$45.72M	0.5%	$36.61	—	COM	71639T106
GOOG	Alphabet, Inc. Class C	18,098	$45.36M	0.5%	$37.14	+218.5%	COM	02079K107
PRCH	Porch Group, Inc.	2,325,889	$44.98M	0.5%	$16.49	0.0%	COM	733245104
—	Model N, Inc.	1,296,875	$44.44M	0.5%	$34.93	—	COM	607525102
CRNC	Cerence Inc.	414,718	$44.26M	0.4%	$109.54	-10.2%	COM	156727109
—	Terminix Global Holdings Inc	921,166	$43.95M	0.4%	$50.86	—	COM	88087E100
NFLX	Netflix Inc.	82,066	$43.35M	0.4%	$37.84	+35.1%	COM	64110L106
USPH	U.S. Physical Therapy, Inc.	370,464	$42.93M	0.4%	$77.24	+48.7%	COM	90337L108
MMS	MAXIMUS, Inc.	477,604	$42.02M	0.4%	$45.04	+103.4%	COM	577933104
WSO	Watsco, Inc.	142,947	$40.97M	0.4%	$168.27	+70.1%	COM	942622200
KAI	Kadant Inc.	227,720	$40.1M	0.4%	$94.29	+82.4%	COM	48282T104
ROG	Rogers Corporation	194,878	$39.13M	0.4%	$136.68	+39.8%	COM	775133101
LII	Lennox International, Inc.	110,567	$38.79M	0.4%	$199.82	+59.5%	COM	526107107
MIDD	Middleby Corporation	194,419	$33.69M	0.3%	$88.97	+91.6%	COM	596278101
—	Aspen Technology, Inc.	212,843	$29.27M	0.3%	$125.01	—	COM	045327103
—	CMC Materials, Inc.	185,804	$28.01M	0.3%	$144.53	—	COM	12571t100
RIVBX	Riverbridge Growth Fund - Inst	685,493	$22.54M	0.2%	$18.89	—	COM	46141P404
INGN	Inogen, Inc.	278,190	$18.13M	0.2%	$71.13	-11.0%	COM	45780L104
GDYN	Grid Dynamics Holdings, Inc.	691,316	$10.39M	0.1%	$14.67	+6.8%	COM	39813G109
VFIAX	Vanguard Index Tr 500 Index Ad	25,331	$10.05M	0.1%	$228.80	—	COM	922908710
AAPL	Apple Inc.	66,338	$9.086M	0.1%	$84.91	+48.9%	COM	037833100
—	Linde Plc	19,833	$5.734M	0.1%	$162.87	—	COM	G5494J103
EFX	Equifax, Inc.	21,695	$5.196M	0.1%	$104.29	+107.4%	COM	294429105
CSCO	Cisco Systems, Inc.	80,041	$4.242M	0.0%	$23.31	+96.6%	COM	17275R102
VXF	VANGUARD INDEX FDS EXTEND MKT	21,581	$4.07M	0.0%	$176.92	—	COM	922908652
PEP	PepsiCo, Inc.	25,337	$3.754M	0.0%	$67.03	+88.2%	COM	713448108
TJX	TJX Companies, Inc.	50,176	$3.383M	0.0%	$52.42	+21.5%	COM	872540109
PG	Procter & Gamble Company	23,688	$3.196M	0.0%	$79.47	+51.9%	COM	742718109
JNJ	Johnson & Johnson	19,374	$3.192M	0.0%	$67.48	+114.8%	COM	478160104
ROK	Rockwell Automation Com	10,457	$2.991M	0.0%	$149.99	+66.1%	COM	773903109
SNA	Snap-on, Inc.	12,802	$2.86M	0.0%	$135.57	+56.6%	COM	833034101
DG	Dollar General Corp	11,964	$2.589M	0.0%	$195.56	0.0%	COM	256677105
PAYX	Paychex, Inc.	23,961	$2.571M	0.0%	$27.27	+223.7%	COM	704326107
WMT	Walmart, Inc.	17,346	$2.446M	0.0%	$20.02	+118.8%	COM	931142103
RHHBY	Roche Holding Ltd. ADR	51,136	$2.41M	0.0%	$41.41	—	COM	771195104
INTC	Intel Corporation	40,868	$2.294M	0.0%	$18.51	+189.5%	COM	458140100
ABT	Abbott Laboratories	15,730	$1.824M	0.0%	$71.21	+50.7%	COM	002824100
FXAIX	Fidelity 500 Index Fund Inst	10,864	$1.625M	0.0%	$87.11	—	COM	315911750
ASB	ASSOCIATED BANC CORP COM	68,981	$1.413M	0.0%	$15.18	+21.1%	COM	045487105
IUSG	iShares Core S&P U.S. Growth E	13,607	$1.374M	0.0%	$83.86	—	COM	464287671
TSLA	Tesla Motors Inc.	1,760	$1.196M	0.0%	$101.40	+114.1%	COM	88160R101
ALGN	Align Technology, Inc.	1,942	$1.187M	0.0%	$591.84	0.0%	COM	016255101
JPM	JPMorgan Chase & Co.	6,205	$965K	0.0%	$49.14	+184.4%	COM	46625H100
BRK/B	Berkshire Hathaway Inc. Class	3,300	$917K	0.0%	$175.49	+59.2%	COM	084670702
MDT	Medtronic plc	6,029	$748K	0.0%	$58.10	+88.5%	COM	G5960L103
IWB	Ishares Tr Russell 1000	2,947	$713K	0.0%	$98.97	—	COM	464287622
FISV	Fiserv, Inc.	6,672	$713K	0.0%	$50.33	+131.0%	COM	337738108
IWM	Ishares Tr Russell 2000	2,955	$678K	0.0%	$183.25	—	COM	464287655
MCD	McDonald's Corporation	2,935	$678K	0.0%	$161.00	+30.0%	COM	580135101
IWO	Ishares Tr Russell 2000 Growth	2,103	$655K	0.0%	$267.22	—	COM	464287648
DIS	Walt Disney Company	3,560	$626K	0.0%	$107.86	+62.9%	COM	254687106
MMM	3M Company	3,130	$622K	0.0%	$66.83	+110.1%	COM	88579Y101
SPGI	S&P Global, Inc.	1,437	$590K	0.0%	$369.84	0.0%	COM	78409V104
OLGAX	JPMORGAN TR II LARGE CAP GR A	9,055	$582K	0.0%	$36.93	—	COM	4812C0506
TGT	Target Corporation	2,327	$563K	0.0%	$60.69	+215.6%	COM	87612E106
AXP	American Express Company	3,348	$553K	0.0%	$85.61	+72.7%	COM	025816109
OKTA	Okta, Inc.	2,222	$544K	0.0%	$241.37	0.0%	COM	679295105
SYK	Stryker Corp Com	1,900	$493K	0.0%	$88.14	+176.3%	COM	863667101
USB	U.S. Bancorp	8,372	$477K	0.0%	$24.38	+95.8%	COM	902973304
IVV	Ishares Core S&P 500 Etf	1,049	$451K	0.0%	$365.87	—	COM	464287200
HON	Honeywell International Inc.	2,000	$439K	0.0%	$117.88	+63.0%	COM	438516106
CWB	SPDR SERIES TRUST BLMBRG BRC C	5,000	$434K	0.0%	$52.20	—	COM	78464A359
KO	Coca-Cola Company	7,304	$395K	0.0%	$32.85	+43.9%	COM	191216100
ORCL	Oracle Corporation	4,925	$383K	0.0%	$38.23	+92.5%	COM	68389X105
VTI	Vanguard Index Fds Stk Mrk Etf	1,624	$362K	0.0%	$184.78	—	COM	922908769
BMY	Bristol-Myers Squibb Company	5,425	$362K	0.0%	$46.46	+16.0%	COM	110122108
WM	Waste Mgmt	2,500	$350K	0.0%	$92.14	+39.5%	COM	94106L109
COST	Costco Wholesale Corporation	857	$339K	0.0%	$279.18	+28.6%	COM	22160K105
AGTHX	Growth Fd Amer Inc Com	4,104	$308K	0.0%	$46.24	—	COM	399874106
FCNTX	Fidelity Contra Fund	15,922	$299K	0.0%	$12.88	—	COM	316071109
META	Facebook, Inc. Class A	814	$283K	0.0%	$256.39	+24.3%	COM	30303M102
TAREX	Third Ave Tr Real Estate Fd	9,443	$255K	0.0%	$22.98	—	COM	884116401
XEL	Xcel Energy Inc Com	3,810	$251K	0.0%	$52.81	+13.5%	COM	98389B100
HRL	Hormel Foods Corp.	4,980	$238K	0.0%	$42.06	-1.3%	COM	440452100
ABBV	AbbVie, Inc.	2,040	$230K	0.0%	$79.23	+19.6%	COM	00287Y109
UNP	Union Pacific Corporation	1,000	$220K	0.0%	$178.06	+12.5%	COM	907818108
—	AMCOR PLC ORD	15,300	$175K	0.0%	$8.56	+14.9%	COM	G0250X107
PETV	PETVIVO HLDGS INC COM NEW	14,369	$140K	0.0%	$10.08	0.0%	COM	716817408
—	Vsblty Groupe Technologies Cor	100,000	$42,000	0.0%	$0.55	—	COM	91834n100