Manager(s): CIO Mark A. Thompson, and Portfolio Manager Rick D. Moulton
Company
Investment Type
Change
Value (x$1000)
increase or decrease
GLOBANT S A COM
1,520,948 sh
-39,062 sh
-3%
$333,361
$9,487
1,543,234 sh
62,822 sh
4%
$298,261
$15,813
RITCHIE BROS AUCTIONEERS COM
4,637,425 sh
140,754 sh
3%
$274,907
$11,627
2,861,417 sh
116,256 sh
4%
$257,442
-$36,565
1,016,623 sh
98,725 sh
11%
$249,002
$5,952
2,122,326 sh
82,654 sh
4%
$236,151
$15,051
616,752 sh
24,628 sh
4%
$221,476
$54,627
788,396 sh
16,424 sh
2%
$213,576
$31,568
2,519,018 sh
2,277,312 sh
942%
$208,625
$9,970
458,494 sh
-11,478 sh
-2%
$207,409
$7,892
1,369,540 sh
57,394 sh
4%
$190,626
$40,595
3,625,617 sh
119,334 sh
3%
$188,532
$12,236
KORNIT DIGITAL LTD SHS
1,485,322 sh
65,651 sh
5%
$184,670
$43,952
526,665 sh
21,511 sh
4%
$182,784
$11,254
1,296,945 sh
49,084 sh
4%
$180,820
$23,839
1,604,202 sh
72,386 sh
5%
$178,596
$43,398
5,309,865 sh
189,909 sh
4%
$167,632
$24,120
863,048 sh
298,036 sh
53%
$164,670
$63,064
940,868 sh
34,859 sh
4%
$164,388
$4,305
450,180 sh
25,615 sh
6%
$163,627
$6,512
1,850,343 sh
75,002 sh
4%
$156,724
$3,370
1,729,572 sh
367,409 sh
27%
$149,902
$22,077
308,165 sh
-5,837 sh
-2%
$146,224
$1,840
3,492,263 sh
252,520 sh
8%
$145,523
$21,668
39,946 sh
1,449 sh
4%
$137,419
$18,308
3,959,908 sh
136,093 sh
4%
$131,033
-$5,362
3,811,704 sh
145,563 sh
4%
$130,360
$4,171
2,802,535 sh
1,459,724 sh
109%
$129,029
$9,667
395,597 sh
8,999 sh
2%
$123,011
$22,016
2,904,865 sh
105,251 sh
4%
$122,818
$1,917
756,222 sh
509,896 sh
207%
$122,357
$89,490
227,437 sh
12,124 sh
6%
$102,406
$20,172
418,493 sh
9,998 sh
2%
$102,225
$15,677
FIVERR INTL LTD ORD SHS
415,496 sh
236,627 sh
132%
$100,754
$61,907
569,667 sh
13,955 sh
3%
$98,074
$11,894
362,306 sh
11,299 sh
3%
$97,229
$18,224
852,151 sh
17,454 sh
2%
$95,279
$4,072
953,718 sh
30,418 sh
3%
$95,229
$3,536
IHS MARKIT LTD SHS
839,428 sh
11,165 sh
1%
$94,570
$14,411
Iac Interactivecorp New Com
599,146 sh
599,146 sh
NEW
$92,370
$92,370
1,088,965 sh
51,335 sh
5%
$91,615
$1,341
812,282 sh
39,505 sh
5%
$91,560
$13,023
1,018,769 sh
55,755 sh
6%
$90,884
-$2,962
112,590 sh
2,683 sh
2%
$90,083
$31,401
142,159 sh
4,064 sh
3%
$89,781
$22,210
967,422 sh
56,448 sh
6%
$84,127
$13,417
861,566 sh
-598,840 sh
-41%
$83,555
-$24,077
397,582 sh
9,127 sh
2%
$81,890
-$1,266
202,381 sh
4,096 sh
2%
$81,041
$7,265
445,086 sh
20,222 sh
5%
$72,776
$8,316
131,980 sh
4,435 sh
3%
$72,530
$8,743
1,530,553 sh
65,213 sh
4%
$69,747
$7,470
294,990 sh
13,872 sh
5%
$67,768
$20,411
1,071,359 sh
52,146 sh
5%
$67,688
$18,001
27,069 sh
1,153 sh
4%
$66,097
$12,645
395,378 sh
-80,664 sh
-17%
$64,431
-$11,169
166,036 sh
10,657 sh
7%
$61,420
$16,387
655,599 sh
29,992 sh
5%
$60,184
-$15,984
1,076,457 sh
51,747 sh
5%
$59,754
$11,828
1,465,436 sh
71,914 sh
5%
$56,375
$4,717
118,662 sh
7,476 sh
7%
$56,152
$13,450
232,377 sh
9,078 sh
4%
$54,334
$7,055
1,586,803 sh
73,143 sh
5%
$54,078
$10,515
656,197 sh
30,573 sh
5%
$53,848
$2,872
744,245 sh
-342,871 sh
-32%
$53,630
-$19,870
874,140 sh
322,910 sh
59%
$53,585
$24,866
296,140 sh
13,429 sh
5%
$52,307
$5,928
1,275,847 sh
486,390 sh
62%
$52,182
$16,025
1,005,978 sh
47,580 sh
5%
$51,436
$9,429
1,841,235 sh
-971,288 sh
-35%
$51,315
-$26,733
272,391 sh
9,154 sh
3%
$49,954
$8,802
381,808 sh
142,221 sh
59%
$48,604
$22,925
DESCARTES SYS GROUP INC COM
688,771 sh
17,621 sh
3%
$47,635
$6,755
VIMEO INC COM
970,260 sh
970,260 sh
NEW
$47,543
$47,543
439,992 sh
-293,331 sh
-40%
$46,507
-$23,511
547,658 sh
547,658 sh
NEW
$46,458
$46,458
278,892 sh
103,793 sh
59%
$46,377
$14,553
548,687 sh
35,109 sh
7%
$46,117
$3,495
1,184,537 sh
57,029 sh
5%
$45,723
$5,967
18,098 sh
255 sh
1%
$45,359
$8,448
PORCH GROUP INC COM
2,325,889 sh
2,325,889 sh
NEW
$44,983
$44,983
1,296,875 sh
399,639 sh
45%
$44,444
$12,834
414,718 sh
18,306 sh
5%
$44,255
$8,744
921,166 sh
42,568 sh
5%
$43,949
$2,066
82,066 sh
1,540 sh
2%
$43,348
$1,341
370,464 sh
16,570 sh
5%
$42,926
$6,086
477,604 sh
22,010 sh
5%
$42,015
$1,449
142,947 sh
5,886 sh
4%
$40,974
$5,235
227,720 sh
10,723 sh
5%
$40,099
-$48
194,878 sh
9,093 sh
5%
$39,132
$4,165
110,567 sh
5,441 sh
5%
$38,787
$6,031
194,419 sh
9,460 sh
5%
$33,685
$3,028
212,843 sh
11,250 sh
6%
$29,274
$178
185,804 sh
8,840 sh
5%
$28,008
-$3,277
RIVERBRIDGE GROWTH FUND - INST COM
685,493 sh
20,269 sh
3%
$22,539
$2,150
278,190 sh
13,955 sh
5%
$18,130
$4,252
GRID DYN HOLDINGS Common Stock
691,316 sh
159,676 sh
30%
$10,390
$1,921
VANGUARD INDEX FDS COM
25,331 sh
-2,540 sh
-9%
$10,048
-$172
66,338 sh
-153 sh
0%
$9,086
$964
19,833 sh
-146,988 sh
-88%
$5,734
-$40,999
21,695 sh
-400 sh
-2%
$5,196
$1,194
80,041 sh
-768 sh
-1%
$4,242
$63
VANGUARD INDEX FDS EXTEND MKT ETF
21,581 sh
-2,204 sh
-9%
$4,070
-$138
25,337 sh
-370 sh
-1%
$3,754
$118
50,176 sh
-1,033 sh
-2%
$3,383
-$4
23,688 sh
7,000 sh
42%
$3,196
$936
19,374 sh
-282 sh
-1%
$3,192
-$38
10,457 sh
-173 sh
-2%
$2,991
$169
12,802 sh
-225 sh
-2%
$2,860
-$146
11,964 sh
11,964 sh
NEW
$2,589
$2,589
23,961 sh
-425 sh
-2%
$2,571
$181
17,346 sh
-508 sh
-3%
$2,446
$21
ROCHE HOLDING AG ADR COM
51,136 sh
-18,838 sh
-27%
$2,410
-$429
40,868 sh
-706 sh
-2%
$2,294
-$367
15,730 sh
-23 sh
0%
$1,824
-$64
FIDELITY TR 500 INDEX INS PREM MF
10,864 sh
-1,817 sh
-14%
$1,625
-$128
ASSOCIATED BANC CORP COM
68,981 sh
-14,900 sh
-18%
$1,413
-$377
ISHARES TR CORE S&P US GWT
13,607 sh
3,417 sh
34%
$1,374
$449
1,760 sh
-6 sh
0%
$1,196
$16
1,942 sh
1,942 sh
NEW
$1,187
$1,187
6,205 sh
-156 sh
-2%
$965
-$3
MEDTRONIC PLC SHS
6,029 sh
-35 sh
-1%
$748
$32
6,672 sh
-553 sh
-8%
$713
-$147
ISHARES TR RUS 1000 ETF
2,947 sh
-31 sh
-1%
$713
$46
ISHARES TR RUSSELL 2000 ETF
2,955 sh
-28 sh
-1%
$678
$19
ISHARES TR RUS 2000 GRW ETF
2,103 sh
-1,377 sh
-40%
$655
-$392
DISNEY WALT CO COM DISNEY
3,560 sh
-14 sh
0%
$626
-$33
1,437 sh
1,437 sh
NEW
$590
$590
JPMORGAN TR II LARGE CAP GR A COM
9,055 sh
$582
3,348 sh
-102 sh
-3%
$553
$65
2,222 sh
2,222 sh
NEW
$544
$544
US BANCORP DEL COM NEW
8,372 sh
-268 sh
-3%
$477
-$1
ISHARES TR CORE S&P500 ETF
1,049 sh
29 sh
3%
$451
$45
SPDR SERIES TRUST BLMBRG BRC CNVRT
5,000 sh
$434
7,304 sh
-543 sh
-7%
$395
-$19
VANGUARD INDEX FDS TOTAL STK MKT
1,624 sh
-3,532 sh
-69%
$362
-$704
AMERICAN GROWTH FD OF AMERICA COM
4,104 sh
$308
FIDELITY CONTRAFUND COM
15,922 sh
$299
THIRD AVENUE REAL ESTATE VAL COM
9,443 sh
$255
XCEL ENERGY INC MINN COM
3,810 sh
-3 sh
0%
$251
-$3
AMCOR PLC ORD
15,300 sh
-12 sh
0%
$175
-$4
PETVIVO HLDGS INC COM NEW COM
14,369 sh
14,369 sh
NEW
$140
$140
VSBLTY Group Technologies Corp COM
100,000 sh
$42
0 sh
-578,716 sh
-100%
$0
-$125,182
0 sh
-324,604 sh
-100%
$0
-$25,202
0 sh
-14,985 sh
-100%
$0
-$2,092
RECKITT BENCKISER GROUP PLC COM
0 sh
-84,570 sh
-100%
$0
-$1,516
PLURALSIGHT INC COM CL A
0 sh
-44,295 sh
-100%
$0
-$990