Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
USFD	US FOODS HLDG CORP COM	806,237	$30.49M	4.8%	$27.62	+28.1%	COM	912008109
SITE	SITEONE LANDSCAPE SUPPLY INC C	362,744	$30.46M	4.8%	$42.43	+86.4%	COM	82982L103
XRAY	DENTSPLY SIRONA INC COM	659,857	$28.88M	4.6%	$57.92	-18.9%	COM	24906P109
GPN	GLOBAL PAYMENTS INC COM	258,320	$28.8M	4.6%	$73.75	+45.8%	COM	37940X102
ADBE	ADOBE SYSTEMS INC COM	108,103	$26.36M	4.2%	$57.98	+307.9%	COM	00724F101
MTN	VAIL RESORTS INC COM	89,868	$24.64M	3.9%	$76.71	+219.2%	COM	91879Q109
TECH	BIO-TECHNE CORP COM	154,996	$22.93M	3.6%	$34.05	+8.1%	COM	09073M104
—	GARDNER DENVER HOLDINGS INC CO	769,548	$22.62M	3.6%	$27.64	—	COM	36555P107
CDW	CDW CORP COM	272,863	$22.05M	3.5%	$23.40	+201.9%	COM	12514G108
AWI	ARMSTRONG WORLD INDUSTRIES INC	345,988	$21.87M	3.5%	$40.67	+36.3%	COM	04247X102
ZTS	ZOETIS INC CL A	253,870	$21.63M	3.4%	$30.46	+161.0%	COM	98978V103
FMC	F M C CORP COM	229,987	$20.52M	3.2%	$35.21	+71.9%	COM	302491303
SSNC	SS&C TECHNOLOGIES HLDGS INC CO	373,689	$19.39M	3.1%	$49.61	+2.0%	COM	78467J100
NOVT	NOVANTA INC COM ISIN#CA67000B1	309,220	$19.26M	3.0%	$42.02	+45.5%	COM	67000B104
DLB	DOLBY LABORATORIES INC CL A	299,736	$18.49M	2.9%	$45.96	+24.3%	COM	25659T107
—	UNIVAR INC COM	688,208	$18.06M	2.9%	$26.24	—	COM	91336L107
—	RED HAT INC COM	129,107	$17.35M	2.7%	$77.08	—	COM	756577102
ICUI	I C U MED INC COM	57,526	$16.89M	2.7%	$206.87	+32.1%	COM	44930G107
A	AGILENT TECHNOLOGIES INCORPORA	254,471	$15.74M	2.5%	$61.70	0.0%	COM	00846U101
AYI	ACUITY BRANDS INC COM	130,621	$15.13M	2.4%	$118.70	0.0%	COM	00508Y102
BAC	BANK OF AMERICA CORPORATION CO	528,266	$14.89M	2.4%	$11.82	+110.3%	COM	060505104
GKOS	GLAUKOS CORP COM	365,754	$14.86M	2.4%	$35.62	-0.1%	COM	377322102
CSGP	COSTAR GROUP INC COM	35,151	$14.5M	2.3%	$20.77	+85.3%	COM	22160N109
ROL	ROLLINS INC COM	254,012	$13.36M	2.1%	$14.68	+41.1%	COM	775711104
IDXX	IDEXX LABORATORIES INC COM	60,452	$13.18M	2.1%	$77.90	+164.5%	COM	45168D104
MAR	MARRIOTT INTERNATIONAL INCORPO	99,732	$12.63M	2.0%	$65.67	+94.4%	COM	571903202
ETN	EATON CORPORATION PLC SHS ISIN	162,992	$12.18M	1.9%	$46.82	+43.2%	COM	G29183103
WST	WEST PHARMACEUTICAL SVCS INC C	117,153	$11.63M	1.8%	$89.60	+0.3%	COM	955306105
—	EVOQUA WATER TECHNOLOGIES CORP	495,353	$10.15M	1.6%	$21.29	—	COM	30057T105
—	PRESIDIO INC COM	763,922	$10.01M	1.6%	$14.47	—	COM	74102M103
GWRE	GUIDEWIRE SOFTWARE INC COM	108,084	$9.596M	1.5%	$74.15	+19.4%	COM	40171V100
FND	FLOOR AND DECOR HOLDINGS INC	176,436	$8.704M	1.4%	$37.91	+35.5%	COM	339750101
BL	BLACKLINE INC COM	197,538	$8.579M	1.4%	$42.26	0.0%	COM	09239B109
—	COHERENT INC COM	50,560	$7.909M	1.3%	$187.40	—	COM	192479103
MMM	3M CO COM	16,954	$3.335M	0.5%	$100.81	+29.1%	COM	88579Y101
JPM	JP MORGAN CHASE & CO COM	20,669	$2.154M	0.3%	$43.62	+104.1%	COM	46625H100
JNJ	JOHNSON & JOHNSON COM	8,272	$1.004M	0.2%	$72.81	+38.3%	COM	478160104
IEX	IDEX CORP COM	7,157	$977K	0.2%	$66.48	+91.3%	COM	45167R104
AAPL	APPLE INC COM	5,269	$975K	0.2%	$21.47	+99.1%	COM	037833100
ADP	AUTOMATIC DATA PROCESSING INC	7,176	$963K	0.2%	$56.31	+91.4%	COM	053015103
SYY	SYSCO CORP COM	11,976	$818K	0.1%	$31.16	+67.7%	COM	871829107
PAYX	PAYCHEX INC COM	11,915	$814K	0.1%	$31.55	+63.4%	COM	704326107
WM	WASTE MANAGEMENT INC COM	9,798	$797K	0.1%	$36.77	+97.7%	COM	94106L109
CVX	CHEVRON CORP COM	6,110	$772K	0.1%	$76.53	+16.5%	COM	166764100
HD	HOME DEPOT INC COM	3,920	$765K	0.1%	$70.90	+118.6%	COM	437076102
INTC	INTEL CORP COM	14,326	$712K	0.1%	$20.47	+120.1%	COM	458140100
CAT	CATERPILLAR INC COM	5,233	$710K	0.1%	$65.70	+92.6%	COM	149123101
MCD	MCDONALDS CORP COM	4,494	$704K	0.1%	$82.89	+63.5%	COM	580135101
BA	BOEING CO COM	2,068	$694K	0.1%	$92.54	+257.0%	COM	097023105
TRV	THE TRAVELERS COMPANIES INC CO	5,628	$689K	0.1%	$72.63	+52.6%	COM	89417E109
PG	PROCTER & GAMBLE CO COM	8,737	$682K	0.1%	$60.28	+2.5%	COM	742718109
—	DOWDUPONT INC COM	9,973	$657K	0.1%	$69.08	—	COM	26078J100
—	ATHENEX INC COM	33,773	$630K	0.1%	$17.00	—	COM	04685N103
—	ALPS ETF TR ALERIAN MLP ETF	62,286	$629K	0.1%	$11.16	—	COM	00162Q866
AXP	AMERICAN EXPRESS CO COM	6,275	$615K	0.1%	$63.47	+39.6%	COM	025816109
KO	COCA COLA COMPANY	13,758	$603K	0.1%	$29.18	+16.6%	COM	191216100
PFE	PFIZER INC COM	16,490	$598K	0.1%	$18.00	+35.0%	COM	717081103
IBM	INTL BUSINESS MACHINES COM	4,027	$563K	0.1%	$112.11	-10.8%	COM	459200101
CL	COLGATE PALMOLIVE CO COM	8,644	$560K	0.1%	$49.44	+10.4%	COM	194162103
GIS	GENERAL MILLS INC COM	12,549	$555K	0.1%	$33.42	0.0%	COM	370334104
MRK	MERCK & CO INC. COM	9,021	$548K	0.1%	$34.16	+30.3%	COM	58933Y105
XOM	EXXON MOBIL CORPORATION COM	6,608	$547K	0.1%	$56.94	-1.4%	COM	30231G102
VZ	VERIZON COMMUNICATIONS COM	10,865	$547K	0.1%	$28.35	+13.6%	COM	92343V104
AVGO	BROADCOM INC COM	2,141	$519K	0.1%	$19.73	0.0%	COM	11135F101
C	CITIGROUP INC COM	7,460	$499K	0.1%	$53.03	0.0%	COM	172967424
JCI	JOHNSON CONTROLS INTL PLC COM	14,312	$479K	0.1%	$31.78	-7.9%	COM	G51502105
ABBNY	ABB LTD ADR SPONSORED	20,833	$454K	0.1%	$21.94	—	COM	000375204
BUD	ANHEUSER BUSCH INBEV ADR SPONS	4,359	$439K	0.1%	$111.48	—	COM	03524A108
NWL	NEWELL BRANDS INC COM	15,352	$396K	0.1%	$31.09	-41.4%	COM	651229106
KHC	KRAFT HEINZ CO COM STK	6,271	$394K	0.1%	$50.76	-19.1%	COM	500754106
IJH	ISHARES CORE S&P MCP ETF	1,352	$263K	0.0%	$189.77	—	COM	464287507
—	EVANS BANCORP INC COM	4,607	$212K	0.0%	$45.15	—	COM	29911Q208
CRNT	CERAGON NETWORKS LTD COM	12,600	$45,000	0.0%	$2.25	+37.6%	COM	M22013102