Nicholas 13FHR Quarterly holdings report by institutional manager | SEC 12 Nov 24

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

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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
A. O. Smith Corporation	COM	831865209	26,066,959	290,181	SH		SOLE		2,655	0	287,526
Abbott Laboratories	COM	002824100	11,505,319	100,915	SH		SOLE		315	0	100,600
AbbVie, Inc.	COM	00287Y109	8,053,234	40,780	SH		SOLE		125	0	40,655
Accenture Plc Class A	SHS CLASS A	G1151C101	65,352,443	184,883	SH		SOLE		860	0	184,023
Adobe Inc.	COM	00724F101	79,908,987	154,330	SH		SOLE		690	0	153,640
Advanced Micro Devices, Inc.	COM	007903107	55,507,115	338,293	SH		SOLE		1,452	0	336,841
Air Products and Chemicals, Inc.	COM	009158106	9,588,717	32,205	SH		SOLE		105	0	32,100
Alcon AG	ORD SHS	H01301128	60,815,541	607,730	SH		SOLE		2,730	0	605,000
Alphabet Inc. Class C	CAP STK CL C	02079K107	187,378,193	1,120,750	SH		SOLE		5,075	0	1,115,675
Altair Engineering Inc. Class A	COM CL A	021369103	8,210,040	85,960	SH		SOLE		1,090	0	84,870
Amazon.com, Inc.	COM	023135106	155,272,516	833,320	SH		SOLE		3,775	0	829,545
Amedisys, Inc.	COM	023436108	7,166,061	74,252	SH		SOLE		935	0	73,317
American Tower Corporation	COM	03027X100	8,780,303	37,755	SH		SOLE		120	0	37,635
AMETEK, Inc.	COM	031100100	23,364,580	136,070	SH		SOLE		1,035	0	135,035
Analog Devices, Inc.	COM	032654105	8,843,131	38,420	SH		SOLE		130	0	38,290
Aon Plc Class A	SHS CL A	G0403H108	78,991,247	228,305	SH		SOLE		1,035	0	227,270
Apple Inc.	COM	037833100	136,640,520	586,440	SH		SOLE		2,680	0	583,760
AptarGroup, Inc.	COM	038336103	22,397,766	139,820	SH		SOLE		1,375	0	138,445
Astrazeneca PLC Sponsored ADR	SPONSORED ADR	046353108	77,116,097	989,810	SH		SOLE		4,385	0	985,425
Atlassian Corp Class A	CL A	049468101	38,029,437	239,465	SH		SOLE		1,150	0	238,315
AtriCure, Inc.	COM	04963C209	4,977,100	177,500	SH		SOLE		2,350	0	175,150
Avery Dennison Corporation	COM	053611109	6,976,016	31,600	SH		SOLE		100	0	31,500
Baldwin Insurance Group, Inc. Class A	COM CL A	05589G102	9,215,988	185,060	SH		SOLE		2,465	0	182,595
Ball Corporation	COM	058498106	6,889,130	101,445	SH		SOLE		320	0	101,125
Beacon Roofing Supply, Inc.	COM	073685109	5,943,273	68,764	SH		SOLE		905	0	67,859
Bio-Techne Corporation	COM	09073M104	20,701,790	258,999	SH		SOLE		2,145	0	256,854
BJ's Wholesale Club Holdings, Inc.	COM	05550J101	22,830,052	276,795	SH		SOLE		2,125	0	274,670
BlackLine, Inc.	COM	09239B109	7,818,301	141,790	SH		SOLE		1,830	0	139,960
BlackRock, Inc.	COM	09290D101	7,572,342	7,975	SH		SOLE		25	0	7,950
Boston Scientific Corporation	COM	101137107	61,737,555	736,725	SH		SOLE		3,275	0	733,450
Broadcom Inc.	COM	11135F101	10,539,750	61,100	SH		SOLE		200	0	60,900
Broadridge Financial Solutions, Inc.	COM	11133T103	19,531,175	90,830	SH		SOLE		690	0	90,140
Burlington Stores, Inc.	COM	122017106	12,290,025	46,645	SH		SOLE		350	0	46,295
Cadence Design Systems, Inc.	COM	127387108	43,085,639	158,970	SH		SOLE		710	0	158,260
CarMax, Inc.	COM	143130102	8,505,610	109,920	SH		SOLE		830	0	109,090
Carriage Services Inc.	COM	143905107	4,372,956	133,200	SH		SOLE		1,700	0	131,500
CBRE Group, Inc. Class A	CL A	12504L109	19,932,360	160,125	SH		SOLE		1,215	0	158,910
CDW Corporation	COM	12514G108	22,493,089	99,395	SH		SOLE		755	0	98,640
Certara, Inc.	COM	15687V109	4,424,975	377,880	SH		SOLE		4,925	0	372,955
Charles River Laboratories International, Inc.	COM	159864107	13,678,779	69,446	SH		SOLE		525	0	68,921
Charles Schwab Corp	COM	808513105	9,446,382	145,755	SH		SOLE		430	0	145,325
Chevron Corporation	COM	166764100	11,302,236	76,745	SH		SOLE		240	0	76,505
Chipotle Mexican Grill, Inc.	COM	169656105	79,001,918	1,371,085	SH		SOLE		7,145	0	1,363,940
Chubb Limited	COM	H1467J104	8,859,341	30,720	SH		SOLE		100	0	30,620
Cintas Corporation	COM	172908105	59,804,022	290,480	SH		SOLE		1,340	0	289,140
Cisco Systems, Inc.	COM	17275R102	4,757,070	89,385	SH		SOLE		290	0	89,095
CME Group Inc. Class A	COM	12572Q105	3,742,224	16,960	SH		SOLE		50	0	16,910
CMS Energy Corporation	COM	125896100	11,842,885	167,675	SH		SOLE		555	0	167,120
Coca-Cola Company	COM	191216100	9,787,332	136,200	SH		SOLE		415	0	135,785
Cohen & Steers, Inc.	COM	19247A100	16,973,555	176,900	SH		SOLE		1,765	0	175,135
Comcast Corporation Class A	CL A	20030N101	5,441,587	130,275	SH		SOLE		435	0	129,840
Comfort Systems USA, Inc.	COM	199908104	6,238,183	15,981	SH		SOLE		205	0	15,776
ConocoPhillips	COM	20825C104	4,329,640	41,125	SH		SOLE		125	0	41,000
Constellation Brands, Inc. Class A	CL A	21036P108	68,591,924	266,180	SH		SOLE		1,440	0	264,740
Construction Partners, Inc. Class A	COM CL A	21044C107	7,591,239	108,757	SH		SOLE		1,405	0	107,352
Cooper Companies, Inc.	COM	216648501	18,865,933	170,980	SH		SOLE		1,295	0	169,685
Copart, Inc.	COM	217204106	56,378,208	1,075,920	SH		SOLE		4,910	0	1,071,010
Corpay, Inc.	COM SHS	219948106	22,212,215	71,020	SH		SOLE		575	0	70,445
CoStar Group, Inc.	COM	22160N109	11,361,264	150,600	SH		SOLE		1,180	0	149,420
Costco Wholesale Corporation	COM	22160K105	93,470,236	105,435	SH		SOLE		435	0	105,000
CrowdStrike Holdings, Inc. Class A	CL A	22788C105	12,310,950	43,894	SH		SOLE		335	0	43,559
CVS Health Corporation	COM	126650100	3,753,936	59,700	SH		SOLE		180	0	59,520
CyberArk Software Ltd.	SHS	M2682V108	37,713,921	129,330	SH		SOLE		1,210	0	128,120
Descartes Systems Group Inc.	COM	249906108	10,433,966	101,340	SH		SOLE		1,290	0	100,050
DexCom, Inc.	COM	252131107	64,694	965	SH		SOLE		965	0	0
Domino's Pizza, Inc.	COM	25754A201	14,315,059	33,280	SH		SOLE		250	0	33,030
Donaldson Company, Inc.	COM	257651109	5,297,188	71,875	SH		SOLE		930	0	70,945
Dorman Products, Inc.	COM	258278100	10,020,170	88,580	SH		SOLE		1,140	0	87,440
DuPont de Nemours, Inc.	COM	26614N102	7,642,074	85,760	SH		SOLE		260	0	85,500
Dynatrace, Inc.	COM NEW	268150109	23,738,702	443,963	SH		SOLE		3,555	0	440,408
Eaton Corp. Plc	SHS	G29183103	5,675,910	17,125	SH		SOLE		60	0	17,065
Elastic NV	ORD SHS	N14506104	16,813,971	219,046	SH		SOLE		1,615	0	217,431
Eli Lilly and Company	COM	532457108	68,452,154	77,265	SH		SOLE		350	0	76,915
Encompass Health Corporation	COM	29261A100	8,190,530	84,753	SH		SOLE		1,100	0	83,653
Enterprise Products Partners L.P.	COM	293792107	53,110,613	1,824,480	SH		SOLE		5,380	0	1,819,100
ePlus inc.	COM	294268107	8,825,818	89,748	SH		SOLE		1,190	0	88,558
Equinix, Inc.	COM	29444U700	9,573,090	10,785	SH		SOLE		35	0	10,750
EVERTEC, Inc.	COM	30040P103	7,320,918	216,020	SH		SOLE		2,810	0	213,210
ExlService Holdings, Inc.	COM	302081104	9,513,656	249,375	SH		SOLE		3,225	0	246,150
Exponent, Inc.	COM	30214U102	9,271,394	80,425	SH		SOLE		1,030	0	79,395
Fastenal Company	COM	311900104	87,362,372	1,223,220	SH		SOLE		6,190	0	1,217,030
Fiserv, Inc.	COM	337738108	88,710,272	493,795	SH		SOLE		2,175	0	491,620
Five9, Inc.	COM	338307101	4,071,616	141,720	SH		SOLE		1,825	0	139,895
Fortive Corp.	COM	34959J108	70,617,092	894,680	SH		SOLE		4,850	0	889,830
Gartner, Inc.	COM	366651107	25,112,492	49,555	SH		SOLE		375	0	49,180
Globus Medical Inc Class A	CL A	379577208	25,754,114	359,996	SH		SOLE		3,378	0	356,618
Grid Dynamics Holdings, Inc. Class A	CL A	39813G109	5,153,694	368,121	SH		SOLE		4,550	0	363,571
Hologic, Inc.	COM	436440101	12,392,917	152,135	SH		SOLE		1,150	0	150,985
Home Depot, Inc.	COM	437076102	101,510,704	250,520	SH		SOLE		1,115	0	249,405
Honeywell International Inc.	COM	438516106	52,485,736	253,910	SH		SOLE		1,095	0	252,815
i3 Verticals, Inc. Class A	COM CL A	46571Y107	7,354,678	345,128	SH		SOLE		4,648	0	340,480
ICF International, Inc.	COM	44925C103	14,864,325	89,120	SH		SOLE		1,120	0	88,000
IDEX Corporation	COM	45167R104	17,513,925	81,650	SH		SOLE		620	0	81,030
Illinois Tool Works Inc.	COM	452308109	45,009,212	171,745	SH		SOLE		730	0	171,015
InMode Ltd.	SHS	M5425M103	3,191,939	188,315	SH		SOLE		2,525	0	185,790
Intapp, Inc.	COM	45827U109	2,063,386	43,140	SH		SOLE		470	0	42,670
Intercontinental Exchange, Inc.	COM	45866F104	63,741,952	396,800	SH		SOLE		1,800	0	395,000
International Business Machines Corporation	COM	459200101	10,201,737	46,145	SH		SOLE		145	0	46,000
IQVIA Holdings Inc	COM	46266C105	19,929,414	84,101	SH		SOLE		641	0	83,460
J & J Snack Foods Corp.	COM	466032109	7,909,775	45,955	SH		SOLE		600	0	45,355
Jack Henry & Associates, Inc.	COM	426281101	15,597,486	88,351	SH		SOLE		665	0	87,686
Johnson & Johnson	COM	478160104	8,040,607	49,615	SH		SOLE		155	0	49,460
JPMorgan Chase & Co.	COM	46625H100	59,536,321	282,350	SH		SOLE		1,235	0	281,115
Kenvue, Inc.	COM	49177J102	56,270,294	2,432,784	SH		SOLE		10,705	0	2,422,079
KLA Corporation	COM NEW	482480100	39,599,455	51,135	SH		SOLE		240	0	50,895
Knight-Swift Transportation Holdings Inc. Class A	CL A	499049104	7,104,676	131,690	SH		SOLE		1,725	0	129,965
L3Harris Technologies Inc	COM	502431109	23,455,171	98,605	SH		SOLE		595	0	98,010
Labcorp Holdings Inc.	COM NEW	504922105	41,219,769	184,445	SH		SOLE		830	0	183,615
Lam Research Corporation	COM	512807306	36,115,620	44,255	SH		SOLE		210	0	44,045
Lamb Weston Holdings, Inc.	COM	513272104	11,812,655	182,463	SH		SOLE		2,240	0	180,223
Lattice Semiconductor Corporation	COM	518415104	15,722,359	296,257	SH		SOLE		2,930	0	293,327
La-Z-Boy Incorporated	COM	505336107	9,038,268	210,535	SH		SOLE		2,765	0	207,770
Lennox International Inc.	COM	526107107	18,261,644	30,220	SH		SOLE		230	0	29,990
Lincoln Electric Holdings, Inc.	COM	533900106	6,406,747	33,365	SH		SOLE		105	0	33,260
Marten Transport, Ltd.	COM	573075108	6,763,382	382,112	SH		SOLE		4,978	0	377,134
Mastercard Incorporated Class A	CL A	57636Q104	85,069,395	172,275	SH		SOLE		765	0	171,510
McDonald's Corporation	COM	580135101	54,466,181	178,865	SH		SOLE		820	0	178,045
Medtronic Plc	SHS	G5960L103	9,317,205	103,490	SH		SOLE		340	0	103,150
Merck & Co., Inc.	COM	58933Y105	51,090,303	449,897	SH		SOLE		1,980	0	447,917
Mettler-Toledo International Inc.	COM	592688105	22,733,952	15,159	SH		SOLE		125	0	15,034
Microchip Technology Incorporated	COM	595017104	27,900,374	347,495	SH		SOLE		2,145	0	345,350
Microsoft Corporation	COM	594918104	214,485,187	498,455	SH		SOLE		2,220	0	496,235
Mondelez International, Inc. Class A	CL A	609207105	45,353,462	615,630	SH		SOLE		2,720	0	612,910
MongoDB, Inc. Class A	CL A	60937P106	28,147,490	104,115	SH		SOLE		440	0	103,675
Morningstar, Inc.	COM	617700109	8,396,047	26,310	SH		SOLE		335	0	25,975
Murphy USA, Inc.	COM	626755102	4,014,426	8,145	SH		SOLE		110	0	8,035
Nasdaq, Inc.	COM	631103108	7,629,545	104,500	SH		SOLE		325	0	104,175
nCino Inc	COM	63947X101	5,964,129	188,798	SH		SOLE		2,455	0	186,343
Neogen Corp	COM	640491106	6,975,545	414,964	SH		SOLE		5,445	0	409,519
NexPoint Residential Trust, Inc.	COM	65341D102	4,883,350	110,960	SH		SOLE		1,410	0	109,550
NextEra Energy, Inc.	COM	65339F101	8,786,894	103,950	SH		SOLE		340	0	103,610
NIKE, Inc., Class B	CL B	654106103	6,008,548	67,970	SH		SOLE		205	0	67,765
Nomad Foods Ltd.	USD ORD SHS	G6564A105	7,550,905	396,165	SH		SOLE		5,180	0	390,985
Nordson Corporation	COM	655663102	20,605,950	78,460	SH		SOLE		595	0	77,865
Northern Trust Corporation	COM	665859104	11,439,932	127,068	SH		SOLE		970	0	126,098
Novanta Inc	COM	67000B104	3,833,361	21,425	SH		SOLE		280	0	21,145
NVIDIA Corporation	COM	67066G104	97,304,407	801,255	SH		SOLE		3,550	0	797,705
Okta, Inc. Class A	CL A	679295105	14,789,720	198,947	SH		SOLE		1,600	0	197,347
Old Dominion Freight Line, Inc.	COM	679580100	17,891,505	90,070	SH		SOLE		720	0	89,350
Ollie's Bargain Outlet Holdings Inc	COM	681116109	7,239,456	74,480	SH		SOLE		930	0	73,550
Omnicell, Inc.	COM	68213N109	4,297,434	98,565	SH		SOLE		1,270	0	97,295
Onto Innovation, Inc.	COM	683344105	6,112,850	29,451	SH		SOLE		390	0	29,061
OPENLANE, Inc.	COM	48238T109	7,354,785	435,710	SH		SOLE		5,665	0	430,045
Option Care Health Inc	COM NEW	68404L201	7,856,770	251,015	SH		SOLE		3,135	0	247,880
Oracle Corporation	COM	68389X105	11,261,736	66,090	SH		SOLE		220	0	65,870
O'Reilly Automotive, Inc.	COM	67103H107	127,753,898	110,936	SH		SOLE		575	0	110,361
Palo Alto Networks, Inc.	COM	697435105	65,045,224	190,302	SH		SOLE		1,000	0	189,302
Papa John's International, Inc.	COM	698813102	4,293,493	79,701	SH		SOLE		985	0	78,716
Paylocity Holding Corp.	COM	70438V106	23,697,611	143,648	SH		SOLE		1,360	0	142,288
Pfizer Inc.	COM	717081103	7,457,115	257,675	SH		SOLE		775	0	256,900
Philip Morris International Inc.	COM	718172109	4,818,366	39,690	SH		SOLE		135	0	39,555
PNC Financial Services Group, Inc.	COM	693475105	9,790,580	52,965	SH		SOLE		165	0	52,800
Power Integrations, Inc.	COM	739276103	6,461,693	100,775	SH		SOLE		1,315	0	99,460
PowerSchool Holdings, Inc. Class A	COM CL A	73939C106	4,553,674	199,635	SH		SOLE		2,395	0	197,240
Prestige Consumer Healthcare Inc	COM	74112D101	10,926,034	151,540	SH		SOLE		1,945	0	149,595
Procter & Gamble Company	COM	742718109	8,573,400	49,500	SH		SOLE		150	0	49,350
PTC Inc.	COM	69370C100	21,761,400	120,455	SH		SOLE		910	0	119,545
Q2 Holdings, Inc.	COM	74736L109	13,355,093	167,420	SH		SOLE		2,175	0	165,245
Qualys, Inc.	COM	74758T303	6,102,621	47,506	SH		SOLE		600	0	46,906
Quest Diagnostics Incorporated	COM	74834L100	7,205,153	46,410	SH		SOLE		160	0	46,250
Raymond James Financial, Inc.	COM	754730109	21,992,224	179,587	SH		SOLE		1,144	0	178,443
RB Global, Inc.	COM	74935Q107	25,651,358	318,690	SH		SOLE		3,309	0	315,381
Rentokil Initial plc Sponsored ADR	SPONSORED ADR	760125104	6,344,012	254,473	SH		SOLE		810	0	253,663
Repay Holdings Corp. Class A	COM CL A	76029L100	6,389,574	783,036	SH		SOLE		10,085	0	772,951
Republic Services, Inc.	COM	760759100	16,595,409	82,630	SH		SOLE		630	0	82,000
ResMed Inc.	COM	761152107	19,136,567	78,390	SH		SOLE		595	0	77,795
Revvity, Inc.	COM	714046109	15,315,948	119,890	SH		SOLE		890	0	119,000
Roper Technologies, Inc.	COM	776696106	44,718,301	80,365	SH		SOLE		365	0	80,000
S&P Global, Inc.	COM	78409V104	85,487,695	165,475	SH		SOLE		735	0	164,740
Salesforce, Inc.	COM	79466L302	77,869,126	284,495	SH		SOLE		1,275	0	283,220
Sanofi Sponsored ADR	SPONSORED ADR	80105N105	73,180,015	1,269,825	SH		SOLE		5,530	0	1,264,295
Service Corporation International	COM	817565104	18,977,535	240,435	SH		SOLE		1,850	0	238,585
ServiceNow, Inc.	COM	81762P102	80,083,681	89,540	SH		SOLE		400	0	89,140
Sherwin-Williams Company	COM	824348106	77,545,802	203,175	SH		SOLE		935	0	202,240
Shift4 Payments, Inc. Class A	CL A	82452J109	10,192,544	115,040	SH		SOLE		1,510	0	113,530
Six Flags Entertainment Corporation	COM	83001C108	348,520	8,646	SH		SOLE		0	0	8,646
Skyworks Solutions, Inc.	COM	83088M102	51,145,180	517,821	SH		SOLE		2,715	0	515,106
Snowflake, Inc. Class A	CL A	833445109	24,831,009	216,185	SH		SOLE		1,025	0	215,160
SPS Commerce, Inc.	COM	78463M107	9,301,520	47,904	SH		SOLE		620	0	47,284
STAAR Surgical Company	COM PAR $0.01	852312305	3,897,741	104,919	SH		SOLE		1,390	0	103,529
Starbucks Corporation	COM	855244109	54,311,192	557,095	SH		SOLE		2,535	0	554,560
STERIS plc	SHS USD	G8473T100	20,448,305	84,309	SH		SOLE		690	0	83,619
Stevanato Group SpA	ORD SHS	T9224W109	14,915,380	745,769	SH		SOLE		6,995	0	738,774
Stryker Corporation	COM	863667101	59,470,621	164,620	SH		SOLE		725	0	163,895
Synopsys, Inc.	COM	871607107	49,352,769	97,460	SH		SOLE		430	0	97,030
Sysco Corporation	COM	871829107	6,120,685	78,410	SH		SOLE		255	0	78,155
Target Corporation	COM	87612E106	7,220,215	46,325	SH		SOLE		145	0	46,180
Teledyne Technologies Incorporated	COM	879360105	19,032,958	43,488	SH		SOLE		340	0	43,148
Tenable Holdings, Inc.	COM	88025T102	6,182,136	152,570	SH		SOLE		1,920	0	150,650
Tetra Tech, Inc.	COM	88162G103	10,101,200	214,190	SH		SOLE		2,825	0	211,365
Texas Instruments Incorporated	COM	882508104	77,543,279	375,385	SH		SOLE		1,645	0	373,740
Thermo Fisher Scientific Inc.	COM	883556102	83,493,341	134,978	SH		SOLE		615	0	134,363
TJX Companies Inc	COM	872540109	88,073,310	749,305	SH		SOLE		3,245	0	746,060
Trade Desk, Inc. Class A	COM CL A	88339J105	80,419,503	733,420	SH		SOLE		3,795	0	729,625
TransUnion	COM	89400J107	28,581,006	272,980	SH		SOLE		2,030	0	270,950
U.S. Bancorp	COM NEW	902973304	4,424,835	96,760	SH		SOLE		300	0	96,460
UFP Technologies, Inc.	COM	902673102	6,587,677	20,801	SH		SOLE		265	0	20,536
Ulta Beauty Inc.	COM	90384S303	14,477,210	37,205	SH		SOLE		285	0	36,920
Unilever PLC Sponsored ADR	SPON ADR NEW	904767704	9,952,522	153,210	SH		SOLE		490	0	152,720
Union Pacific Corporation	COM	907818108	6,473,797	26,265	SH		SOLE		85	0	26,180
UnitedHealth Group Incorporated	COM	91324P102	81,627,175	139,610	SH		SOLE		615	0	138,995
Varonis Systems, Inc.	COM	922280102	9,141,135	161,790	SH		SOLE		2,145	0	159,645
Veeva Systems Inc Class A	CL A COM	922475108	14,759,108	70,325	SH		SOLE		545	0	69,780
Verisk Analytics Inc	COM	92345Y106	22,402,260	83,603	SH		SOLE		630	0	82,973
Visa Inc. Class A	COM CL A	92826C839	73,198,564	266,225	SH		SOLE		1,195	0	265,030
Vulcan Materials Company	COM	929160109	72,332,949	288,835	SH		SOLE		1,610	0	287,225
W. P. Carey Inc.	COM	92936U109	4,920,143	78,975	SH		SOLE		255	0	78,720
Waste Connections, Inc.	COM	94106B101	65,051,497	363,782	SH		SOLE		1,985	0	361,797
Webster Financial Corporation	COM	947890109	11,629,195	249,500	SH		SOLE		1,885	0	247,615
WEC Energy Group Inc	COM	92939U106	3,825,560	39,775	SH		SOLE		125	0	39,650
Wendy's Company	COM	95058W100	3,419,203	195,160	SH		SOLE		2,540	0	192,620
Westinghouse Air Brake Technologies Corporation	COM	929740108	21,309,261	117,232	SH		SOLE		885	0	116,347
Williams Companies, Inc.	COM	969457100	924,321	20,248	SH		SOLE		65	0	20,183
WNS (Holdings) Limited	COM SHS	G98196101	6,246,399	118,505	SH		SOLE		1,590	0	116,915
Workday, Inc. Class A	CL A	98138H101	68,919,954	281,985	SH		SOLE		1,290	0	280,695
Workiva Inc. Class A	COM CL A	98139A105	5,343,211	67,533	SH		SOLE		865	0	66,668

Nicholas 13F-HRQuarterly holdings report by institutional manager