Nicholas 13F-HR/A Quarterly holdings report by institutional manager (amended)

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
Expires:	Oct 31, 2018
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
A. O. Smith Corporation	COM	831865209	20,079,500	290,376	SH		SOLE		2,850	0	287,526
Abbott Laboratories	COM	002824100	8,619,251	85,120	SH		SOLE		620	0	84,500
AbbVie, Inc.	COM	00287Y109	9,234,695	57,945	SH		SOLE		445	0	57,500
Adobe Incorporated	COM	00724F101	54,425,805	141,230	SH		SOLE		615	0	140,615
Advanced Micro Devices, Inc.	COM	007903107	45,495,556	464,193	SH		SOLE		2,102	0	462,091
Air Products and Chemicals, Inc.	COM	009158106	9,479,366	33,005	SH		SOLE		255	0	32,750
Alcon AG	ORD SHS	H01301128	42,856,577	607,550	SH		SOLE		2,550	0	605,000
Alphabet Inc. Class C	CAP STK CL C	02079K107	136,359,600	1,311,150	SH		SOLE		5,600	0	1,305,550
Altair Engineering Inc. Class A	COM CL A	021369103	6,564,173	91,030	SH		SOLE		1,245	0	89,785
Amazon.com, Inc.	COM	023135106	58,808,678	569,355	SH		SOLE		2,630	0	566,725
Amedisys, Inc.	COM	023436108	4,430,799	60,242	SH		SOLE		800	0	59,442
American Tower Corporation	COM	03027X100	6,692,135	32,750	SH		SOLE		250	0	32,500
AMETEK, Inc.	COM	031100100	19,191,553	132,055	SH		SOLE		1,125	0	130,930
Analog Devices, Inc.	COM	032654105	9,310,756	47,210	SH		SOLE		345	0	46,865
Aon Plc Class A	SHS CL A	G0403H108	76,662,764	243,150	SH		SOLE		1,075	0	242,075
Apple Inc.	COM	037833100	115,573,463	700,870	SH		SOLE		3,130	0	697,740
AptarGroup, Inc.	COM	038336103	18,596,606	157,345	SH		SOLE		1,660	0	155,685
Astrazeneca PLC Sponsored ADR	SPONSORED ADR	046353108	8,394,098	120,935	SH		SOLE		935	0	120,000
Atlassian Corp Class A	CL A	049468101	21,599,942	126,190	SH		SOLE		540	0	125,650
AtriCure, Inc.	COM	04963C209	6,118,227	147,605	SH		SOLE		1,880	0	145,725
Avery Dennison Corporation	COM	053611109	6,035,309	33,730	SH		SOLE		230	0	33,500
Ball Corporation	COM	058498106	4,856,293	88,120	SH		SOLE		620	0	87,500
Beacon Roofing Supply, Inc.	COM	073685109	4,363,139	74,140	SH		SOLE		940	0	73,200
BJ's Wholesale Club Holdings, Inc.	COM	05550J101	21,288,646	279,856	SH		SOLE		2,365	0	277,491
BlackLine, Inc.	COM	09239B109	7,556,390	112,530	SH		SOLE		1,425	0	111,105
BlackRock, Inc.	COM	09247X101	5,359,651	8,010	SH		SOLE		60	0	7,950
Boston Scientific Corporation	COM	101137107	55,766,940	1,114,670	SH		SOLE		4,670	0	1,110,000
Broadcom Inc.	COM	11135F101	8,275,866	12,900	SH		SOLE		95	0	12,805
Broadridge Financial Solutions, Inc.	COM	11133T103	13,624,414	92,955	SH		SOLE		785	0	92,170
BRP Group, Inc. Class A	COM CL A	05589G102	5,704,695	224,065	SH		SOLE		2,965	0	221,100
Builders FirstSource, Inc.	COM	12008R107	7,443,226	83,839	SH		SOLE		1,096	0	82,743
Burlington Stores, Inc.	COM	122017106	9,685,643	47,925	SH		SOLE		455	0	47,470
Cadence Design Systems, Inc.	COM	127387108	33,386,452	158,915	SH		SOLE		655	0	158,260
CarMax, Inc.	COM	143130102	9,025,233	140,405	SH		SOLE		1,265	0	139,140
Carriage Services Inc.	COM	143905107	4,064,348	133,170	SH		SOLE		1,670	0	131,500
CBRE Group, Inc. Class A	CL A	12504L109	43,781,745	601,315	SH		SOLE		3,295	0	598,020
CDW Corporation	COM	12514G108	20,941,905	107,455	SH		SOLE		930	0	106,525
Cedar Fair, L.P.	DEPOSITORY UNIT	150185106	395,036	8,646	SH		SOLE		0	0	8,646
Charles River Laboratories International, Inc.	COM	159864107	12,106,375	59,986	SH		SOLE		495	0	59,491
Charles Schwab Corp	COM	808513105	40,294,101	769,265	SH		SOLE		3,615	0	765,650
Chevron Corporation	COM	166764100	7,889,602	48,355	SH		SOLE		355	0	48,000
Chipotle Mexican Grill, Inc.	COM	169656105	56,296,697	32,955	SH		SOLE		165	0	32,790
Chubb Limited	COM	H1467J104	37,715,581	194,230	SH		SOLE		950	0	193,280
Cintas Corporation	COM	172908105	61,906,584	133,800	SH		SOLE		600	0	133,200
Cisco Systems, Inc.	COM	17275R102	9,427,274	180,340	SH		SOLE		1,340	0	179,000
Citizens Financial Group, Inc.	COM	174610105	9,103,316	299,747	SH		SOLE		2,535	0	297,212
CME Group Inc. Class A	COM	12572Q105	7,234,668	37,775	SH		SOLE		275	0	37,500
CMS Energy Corporation	COM	125896100	7,360,997	119,925	SH		SOLE		925	0	119,000
Coca-Cola Company	COM	191216100	8,906,888	143,590	SH		SOLE		1,090	0	142,500
Cohen & Steers, Inc.	COM	19247A100	11,333,392	177,195	SH		SOLE		2,060	0	175,135
Comfort Systems USA, Inc.	COM	199908104	8,073,777	55,315	SH		SOLE		720	0	54,595
Community Bank System, Inc.	COM	203607106	2,331,868	44,425	SH		SOLE		545	0	43,880
ConocoPhillips	COM	20825C104	4,100,349	41,330	SH		SOLE		330	0	41,000
Constellation Brands, Inc. Class A	CL A	21036P108	60,425,575	267,500	SH		SOLE		1,440	0	266,060
Construction Partners, Inc. Class A	COM CL A	21044C107	7,340,019	272,458	SH		SOLE		3,755	0	268,703
Cooper Companies, Inc.	COM NEW	216648402	16,336,367	43,755	SH		SOLE		370	0	43,385
Copart, Inc.	COM	217204106	59,222,234	787,425	SH		SOLE		3,335	0	784,090
Costco Wholesale Corporation	COM	22160K105	52,392,457	105,445	SH		SOLE		445	0	105,000
CrowdStrike Holdings, Inc. Class A	CL A	22788C105	50,055,153	364,674	SH		SOLE		2,025	0	362,649
CVS Health Corporation	COM	126650100	6,798,993	91,495	SH		SOLE		695	0	90,800
CyberArk Software Ltd.	SHS	M2682V108	20,212,588	136,590	SH		SOLE		1,335	0	135,255
Descartes Systems Group Inc.	COM	249906108	9,710,684	120,465	SH		SOLE		1,605	0	118,860
DexCom, Inc.	COM	252131107	57,979,048	499,045	SH		SOLE		2,140	0	496,905
Domino's Pizza, Inc.	COM	25754A201	9,663,542	29,295	SH		SOLE		255	0	29,040
Dorman Products, Inc.	COM	258278100	7,645,224	88,630	SH		SOLE		1,190	0	87,440
DuPont de Nemours, Inc.	COM	26614N102	6,185,856	86,190	SH		SOLE		690	0	85,500
Dynatrace, Inc.	COM NEW	268150109	16,852,235	398,398	SH		SOLE		3,305	0	395,093
Eaton Corp. Plc	SHS	G29183103	7,508,976	43,825	SH		SOLE		325	0	43,500
Elastic NV	ORD SHS	N14506104	9,488,073	163,870	SH		SOLE		1,515	0	162,355
Eli Lilly and Company	COM	532457108	38,497,382	112,100	SH		SOLE		480	0	111,620
Enterprise Products Partners L.P.	COM	293792107	47,269,572	1,825,080	SH		SOLE		5,980	0	1,819,100
ePlus inc.	COM	294268107	6,137,601	125,155	SH		SOLE		1,645	0	123,510
Equinix, Inc.	COM	29444U700	7,808,863	10,830	SH		SOLE		80	0	10,750
EVERTEC, Inc.	COM	30040P103	7,287,638	215,930	SH		SOLE		2,720	0	213,210
Evoqua Water Technologies Corp	COM	30057T105	5,564,016	111,907	SH		SOLE		1,520	0	110,387
ExlService Holdings, Inc.	COM	302081104	8,473,419	52,360	SH		SOLE		630	0	51,730
Exponent, Inc.	COM	30214U102	8,022,553	80,475	SH		SOLE		1,080	0	79,395
Fastenal Company	COM	311900104	67,526,407	1,251,880	SH		SOLE		6,280	0	1,245,600
Fidelity National Information Services, Inc.	COM	31620M106	7,032,747	129,445	SH		SOLE		945	0	128,500
Fiserv, Inc.	COM	337738108	55,804,041	493,710	SH		SOLE		2,090	0	491,620
Five9, Inc.	COM	338307101	4,036,674	55,840	SH		SOLE		745	0	55,095
FLEETCOR Technologies, Inc.	COM	339041105	14,424,249	68,410	SH		SOLE		590	0	67,820
Fortive Corp.	COM	34959J108	61,305,622	899,305	SH		SOLE		4,875	0	894,430
Gartner, Inc.	COM	366651107	16,524,683	50,725	SH		SOLE		430	0	50,295
Glacier Bancorp, Inc.	COM	37637Q105	5,124,170	121,975	SH		SOLE		1,455	0	120,520
Global Payments Inc.	COM	37940X102	39,971,415	379,812	SH		SOLE		1,320	0	378,492
Globus Medical Inc Class A	CL A	379577208	13,347,499	235,655	SH		SOLE		2,010	0	233,645
Grid Dynamics Holdings, Inc. Class A	CL A	39813G109	3,405,110	297,130	SH		SOLE		3,855	0	293,275
GSK plc Sponsored ADR	SPONSORED ADR	37733W204	6,630,689	186,360	SH		SOLE		1,360	0	185,000
Hologic, Inc.	COM	436440101	11,555,837	143,195	SH		SOLE		1,205	0	141,990
Home Depot, Inc.	COM	437076102	75,687,951	256,465	SH		SOLE		1,160	0	255,305
Honeywell International Inc.	COM	438516106	50,929,658	266,480	SH		SOLE		1,275	0	265,205
i3 Verticals, Inc. Class A	COM CL A	46571Y107	8,172,292	333,155	SH		SOLE		4,195	0	328,960
ICF International, Inc.	COM	44925C103	9,777,013	89,125	SH		SOLE		1,125	0	88,000
IDEX Corporation	COM	45167R104	16,600,661	71,855	SH		SOLE		615	0	71,240
Illinois Tool Works Inc.	COM	452308109	40,244,720	165,310	SH		SOLE		770	0	164,540
InMode Ltd.	SHS	M5425M103	6,833,687	213,820	SH		SOLE		2,695	0	211,125
Insulet Corporation	COM	45784P101	14,741,055	46,216	SH		SOLE		330	0	45,886
Intercontinental Exchange, Inc.	COM	45866F104	41,370,800	396,690	SH		SOLE		1,690	0	395,000
International Business Machines Corporation	COM	459200101	6,074,711	46,340	SH		SOLE		340	0	46,000
IQVIA Holdings Inc	COM	46266C105	17,075,900	85,856	SH		SOLE		726	0	85,130
J & J Snack Foods Corp.	COM	466032109	6,808,486	45,935	SH		SOLE		580	0	45,355
Jack Henry & Associates, Inc.	COM	426281101	13,618,456	90,356	SH		SOLE		720	0	89,636
Johnson & Johnson	COM	478160104	51,229,825	330,515	SH		SOLE		1,555	0	328,960
JPMorgan Chase & Co.	COM	46625H100	49,839,666	382,470	SH		SOLE		1,800	0	380,670
Juniper Networks, Inc.	COM	48203R104	8,669,365	251,870	SH		SOLE		1,870	0	250,000
KAR Auction Services, Inc.	COM	48238T109	5,958,598	435,570	SH		SOLE		5,525	0	430,045
KLA Corporation	COM NEW	482480100	36,739,607	92,040	SH		SOLE		385	0	91,655
Knight-Swift Transportation Holdings Inc. Class A	CL A	499049104	7,447,908	131,635	SH		SOLE		1,670	0	129,965
L3Harris Technologies Inc	COM	502431109	12,102,121	61,670	SH		SOLE		465	0	61,205
Laboratory Corporation of America Holdings	COM NEW	50540R409	42,646,884	185,890	SH		SOLE		775	0	185,115
Lam Research Corporation	COM	512807108	43,586,466	82,220	SH		SOLE		360	0	81,860
Lamb Weston Holdings, Inc.	COM	513272104	23,566,752	225,476	SH		SOLE		1,930	0	223,546
Lattice Semiconductor Corporation	COM	518415104	6,081,440	63,680	SH		SOLE		825	0	62,855
La-Z-Boy Incorporated	COM	505336107	6,792,797	233,590	SH		SOLE		2,945	0	230,645
Lennox International Inc.	COM	526107107	11,782,519	46,890	SH		SOLE		410	0	46,480
Lincoln Electric Holdings, Inc.	COM	533900106	7,581,599	44,835	SH		SOLE		335	0	44,500
LivaNova Plc	SHS	G5509L101	5,078,247	116,527	SH		SOLE		0	0	116,527
LKQ Corporation	COM	501889208	6,004,073	105,780	SH		SOLE		780	0	105,000
Lockheed Martin Corporation	COM	539830109	3,094,018	6,545	SH		SOLE		45	0	6,500
M.D.C. Holdings, Inc.	COM	552676108	3,422,115	88,040	SH		SOLE		540	0	87,500
Marten Transport, Ltd.	COM	573075108	7,401,048	353,272	SH		SOLE		4,403	0	348,869
Mastercard Incorporated Class A	CL A	57636Q104	72,213,201	198,710	SH		SOLE		850	0	197,860
McDonald's Corporation	COM	580135101	33,020,543	118,095	SH		SOLE		495	0	117,600
Medtronic Plc	SHS	G5960L103	49,699,408	616,465	SH		SOLE		3,085	0	613,380
Merck & Co., Inc.	COM	58933Y105	46,381,465	435,957	SH		SOLE		2,205	0	433,752
Mettler-Toledo International Inc.	COM	592688105	17,589,764	11,495	SH		SOLE		100	0	11,395
Microchip Technology Incorporated	COM	595017104	26,983,862	322,080	SH		SOLE		2,665	0	319,415
Microsoft Corporation	COM	594918104	169,302,734	587,245	SH		SOLE		2,720	0	584,525
Model N, Inc.	COM	607525102	8,116,274	242,494	SH		SOLE		3,020	0	239,474
Mondelez International, Inc. Class A	CL A	609207105	45,294,295	649,660	SH		SOLE		3,120	0	646,540
Morningstar, Inc.	COM	617700109	5,340,704	26,305	SH		SOLE		330	0	25,975
Murphy USA, Inc.	COM	626755102	2,714,686	10,520	SH		SOLE		140	0	10,380
Newell Brands Inc	COM	651229106	1,375,491	110,570	SH		SOLE		570	0	110,000
NexPoint Residential Trust, Inc.	COM	65341D102	4,844,531	110,935	SH		SOLE		1,385	0	109,550
NextEra Energy, Inc.	COM	65339F101	7,884,128	102,285	SH		SOLE		785	0	101,500
Nomad Foods Ltd.	USD ORD SHS	G6564A105	6,423,978	342,795	SH		SOLE		4,540	0	338,255
Nordson Corporation	COM	655663102	17,469,636	78,600	SH		SOLE		700	0	77,900
Northern Trust Corporation	COM	665859104	18,100,139	205,380	SH		SOLE		1,660	0	203,720
NuVasive, Inc.	COM	670704105	5,201,136	125,905	SH		SOLE		1,700	0	124,205
NVIDIA Corporation	COM	67066G104	52,134,651	187,690	SH		SOLE		770	0	186,920
Okta, Inc. Class A	CL A	679295105	14,947,548	173,325	SH		SOLE		1,500	0	171,825
Old Dominion Freight Line, Inc.	COM	679580100	16,641,513	48,825	SH		SOLE		405	0	48,420
Ollie's Bargain Outlet Holdings Inc	COM	681116109	4,598,408	79,365	SH		SOLE		985	0	78,380
Omnicell, Inc.	COM	68213N109	5,788,382	98,660	SH		SOLE		1,365	0	97,295
Onto Innovation, Inc.	COM	683344105	7,182,960	81,736	SH		SOLE		1,025	0	80,711
Option Care Health Inc	COM NEW	68404L201	3,037,212	95,600	SH		SOLE		875	0	94,725
Oracle Corporation	COM	68389X105	2,423,818	26,085	SH		SOLE		190	0	25,895
O'Reilly Automotive, Inc.	COM	67103H107	98,185,386	115,651	SH		SOLE		625	0	115,026
Pacira Biosciences, Inc.	COM	695127100	6,301,064	154,400	SH		SOLE		2,050	0	152,350
Palo Alto Networks, Inc.	COM	697435105	73,936,757	370,165	SH		SOLE		2,030	0	368,135
Papa John's International, Inc.	COM	698813102	4,895,626	65,336	SH		SOLE		840	0	64,496
Paylocity Holding Corp.	COM	70438V106	20,770,522	104,490	SH		SOLE		1,005	0	103,485
PerkinElmer, Inc.	COM	714046109	13,593,186	102,005	SH		SOLE		875	0	101,130
Perrigo Co. Plc	SHS	G97822103	7,948,613	221,595	SH		SOLE		1,595	0	220,000
Petco Health & Wellness Company, Inc. Class A	COM	71601V105	4,590,270	510,030	SH		SOLE		6,445	0	503,585
Philip Morris International Inc.	COM	718172109	5,241,775	53,900	SH		SOLE		400	0	53,500
Pinnacle Financial Partners, Inc.	COM	72346Q104	1,967,557	35,670	SH		SOLE		470	0	35,200
PNC Financial Services Group, Inc.	COM	693475105	6,762,991	53,210	SH		SOLE		410	0	52,800
Power Integrations, Inc.	COM	739276103	23,008,114	271,835	SH		SOLE		2,735	0	269,100
Prestige Consumer Healthcare Inc	COM	74112D101	10,157,333	162,180	SH		SOLE		2,180	0	160,000
Procter & Gamble Company	COM	742718109	8,014,391	53,900	SH		SOLE		400	0	53,500
PTC Inc.	COM	69370C100	16,611,555	129,545	SH		SOLE		1,095	0	128,450
Q2 Holdings, Inc.	COM	74736L109	5,255,508	213,465	SH		SOLE		2,875	0	210,590
Qualys, Inc.	COM	74758T303	7,920,948	60,921	SH		SOLE		780	0	60,141
Quest Diagnostics Incorporated	COM	74834L100	3,919,703	27,705	SH		SOLE		205	0	27,500
Raymond James Financial, Inc.	COM	754730109	18,493,016	198,274	SH		SOLE		1,574	0	196,700
Repay Holdings Corp. Class A	COM CL A	76029L100	3,904,452	594,285	SH		SOLE		7,550	0	586,735
Republic Services, Inc.	COM	760759100	17,046,509	126,065	SH		SOLE		1,060	0	125,005
ResMed Inc.	COM	761152107	14,733,647	67,280	SH		SOLE		570	0	66,710
Ritchie Bros. Auctioneers Incorporated	COM	767744105	20,198,878	358,836	SH		SOLE		4,179	0	354,657
Roper Technologies, Inc.	COM	776696106	35,405,035	80,340	SH		SOLE		340	0	80,000
S&P Global, Inc.	COM	78409V104	57,042,197	165,450	SH		SOLE		710	0	164,740
Salesforce, Inc.	COM	79466L302	50,030,905	250,430	SH		SOLE		1,095	0	249,335
Service Corporation International	COM	817565104	17,851,505	259,545	SH		SOLE		1,935	0	257,610
ServiceNow, Inc.	COM	81762P102	38,952,830	83,820	SH		SOLE		360	0	83,460
Sherwin-Williams Company	COM	824348106	42,301,714	188,200	SH		SOLE		785	0	187,415
Shift4 Payments, Inc. Class A	CL A	82452J109	8,724,959	115,105	SH		SOLE		1,575	0	113,530
Skyworks Solutions, Inc.	COM	83088M102	56,468,178	478,625	SH		SOLE		2,675	0	475,950
Smith & Nephew plc Sponsored ADR	ADR NEW	83175M205	4,219,015	151,165	SH		SOLE		1,165	0	150,000
SPS Commerce, Inc.	COM	78463M107	8,672,724	56,945	SH		SOLE		720	0	56,225
STAAR Surgical Company	COM PAR $0.01	852312305	6,709,570	104,919	SH		SOLE		1,390	0	103,529
Starbucks Corporation	COM	855244109	47,057,388	451,910	SH		SOLE		1,910	0	450,000
STERIS Plc	SHS USD	G8473T100	16,362,091	85,540	SH		SOLE		725	0	84,815
Stevanato Group SpA	ORD SHS	T9224W109	22,144,837	855,013	SH		SOLE		8,525	0	846,488
Synopsys, Inc.	COM	871607107	50,484,806	130,705	SH		SOLE		555	0	130,150
Sysco Corporation	COM	871829107	8,717,336	112,875	SH		SOLE		875	0	112,000
Target Corporation	COM	87612E106	6,591,246	39,795	SH		SOLE		295	0	39,500
Teledyne Technologies Incorporated	COM	879360105	14,181,312	31,700	SH		SOLE		275	0	31,425
Tenable Holdings, Inc.	COM	88025T102	6,688,220	140,775	SH		SOLE		1,750	0	139,025
Tetra Tech, Inc.	COM	88162G103	6,926,807	47,150	SH		SOLE		630	0	46,520
Texas Instruments Incorporated	COM	882508104	44,692,623	240,270	SH		SOLE		1,010	0	239,260
Thermo Fisher Scientific Inc.	COM	883556102	77,921,189	135,193	SH		SOLE		585	0	134,608
TJX Companies Inc	COM	872540109	59,725,600	762,195	SH		SOLE		3,565	0	758,630
Trade Desk, Inc. Class A	COM CL A	88339J105	24,059,145	394,995	SH		SOLE		1,630	0	393,365
TransUnion	COM	89400J107	15,480,317	249,120	SH		SOLE		2,155	0	246,965
Travel Plus Leisure Co.	COM	894164102	1,776,740	45,325	SH		SOLE		325	0	45,000
Truist Financial Corporation	COM	89832Q109	30,941,488	907,375	SH		SOLE		3,725	0	903,650
Twilio, Inc. Class A	CL A	90138F102	11,019,070	165,377	SH		SOLE		1,430	0	163,947
U.S. Bancorp	COM NEW	902973304	1,579,891	43,825	SH		SOLE		360	0	43,465
UFP Technologies, Inc.	COM	902673102	3,804,442	29,301	SH		SOLE		380	0	28,921
Ulta Beauty Inc.	COM	90384S303	72,912,425	133,620	SH		SOLE		755	0	132,865
Unilever PLC Sponsored ADR	SPON ADR NEW	904767704	9,051,139	174,295	SH		SOLE		1,295	0	173,000
Union Pacific Corporation	COM	907818108	3,647,838	18,125	SH		SOLE		125	0	18,000
UnitedHealth Group Incorporated	COM	91324P102	52,585,089	111,270	SH		SOLE		470	0	110,800
Varonis Systems, Inc.	COM	922280102	2,157,660	82,955	SH		SOLE		1,105	0	81,850
Veeva Systems Inc Class A	CL A COM	922475108	13,733,708	74,725	SH		SOLE		640	0	74,085
Verisk Analytics Inc	COM	92345Y106	20,755,415	108,180	SH		SOLE		910	0	107,270
Verizon Communications Inc.	COM	92343V104	5,465,795	140,545	SH		SOLE		1,045	0	139,500
Visa Inc. Class A	COM CL A	92826C839	60,010,688	266,170	SH		SOLE		1,140	0	265,030
Vulcan Materials Company	COM	929160109	49,947,978	291,140	SH		SOLE		1,670	0	289,470
W. P. Carey Inc.	COM	92936U109	6,774,939	87,475	SH		SOLE		675	0	86,800
Webster Financial Corporation	COM	947890109	13,587,089	344,675	SH		SOLE		2,875	0	341,800
WEC Energy Group Inc	COM	92939U106	6,591,223	69,535	SH		SOLE		535	0	69,000
Wendy's Company	COM	95058W100	9,310,623	427,485	SH		SOLE		4,535	0	422,950
Westinghouse Air Brake Technologies Corporation	COM	929740108	18,996,956	187,977	SH		SOLE		1,610	0	186,367
Williams Companies, Inc.	COM	969457100	606,994	20,328	SH		SOLE		145	0	20,183
WNS (Holdings) Limited Sponsored ADR	SPON ADR	92932M101	10,828,683	116,225	SH		SOLE		1,505	0	114,720
Workday, Inc. Class A	CL A	98138H101	53,016,753	256,690	SH		SOLE		1,130	0	255,560