Champlain Investment Partners, LLC Q2 2017 Filing

Filed August 11, 2017

Portfolio Value

$8.2B

Holdings

117

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (117 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	4,447,689	$242.4M	2.96%
2	THSTreeHouse Foods, Inc.	2,788,805	$227.8M	2.78%
3	BLKBBlackbaud, Inc.	2,239,678	$192.1M	2.35%
4	—Snyder's-Lance, Inc.	5,459,708	$189.0M	2.31%
5	—Allied World Assurance Company	3,552,651	$187.9M	2.30%
6	WEXWEX Inc.	1,759,626	$183.5M	2.24%
7	WLYJohn Wiley & Sons, Inc. Class	3,267,113	$172.3M	2.11%
8	NUVAGBPNuVasive, Inc.	2,193,885	$168.8M	2.06%
9	GWREGuidewire Software, Inc.	2,133,782	$146.6M	1.79%
10	RBAGBPRitchie Bros. Auctioneers Inco	4,540,719	$130.5M	1.59%
11	—Medidata Solutions, Inc.	1,619,637	$126.7M	1.55%
12	ATRAptargroup, Inc.	1,456,245	$126.5M	1.55%
13	NTRSNorthern Trust Corporation	1,211,255	$117.7M	1.44%
14	—Laboratory Corporation of Amer	730,475	$112.6M	1.38%
15	WWWWolverine World Wide, Inc.	3,982,523	$111.5M	1.36%
16	LOGMEURLogMeIn, Inc.	1,044,144	$109.1M	1.33%
17	—Whole Foods Market, Inc.	2,532,430	$106.6M	1.30%
18	PBProsperity Bancshares, Inc.(R)	1,647,953	$105.9M	1.29%
19	RHT1EURRed Hat, Inc.	1,102,670	$105.6M	1.29%
20	COOCooper Companies, Inc.	439,680	$105.3M	1.29%
21	AFWAlign Technology, Inc.	694,340	$104.2M	1.27%
22	XRAYDENTSPLY SIRONA, Inc.	1,594,785	$103.4M	1.26%
23	—STERIS Plc	1,266,010	$103.2M	1.26%
24	PANWPalo Alto Networks, Inc.	725,625	$97.1M	1.19%
25	FLOFlowers Foods, Inc.	5,549,975	$96.1M	1.17%
26	DOVDover Corporation	1,182,890	$94.9M	1.16%
27	ROKRockwell Automation, Inc.	584,635	$94.7M	1.16%
28	WABWestinghouse Air Brake Technol	1,017,560	$93.1M	1.14%
29	AJGArthur J. Gallagher & Co.	1,581,850	$90.6M	1.11%
30	FULH.B. Fuller Company	1,755,259	$89.7M	1.10%
31	HRLHormel Foods Corporation	2,612,765	$89.1M	1.09%
32	CNMDCONMED Corporation	1,747,516	$89.0M	1.09%
33	QLYSQualys, Inc.	2,131,939	$87.0M	1.06%
34	ICUIICU Medical, Inc.	503,091	$86.8M	1.06%
35	BCRUSDC. R. Bard, Inc.	274,315	$86.7M	1.06%
36	AMEAMETEK, Inc.	1,397,770	$84.7M	1.03%
37	SJMJ. M. Smucker Company	688,020	$81.4M	0.99%
38	WDAYWorkday, Inc. Class A	819,305	$79.5M	0.97%
39	DATATableau Software, Inc. Class A	1,293,985	$79.3M	0.97%
40	WATWaters Corporation	429,145	$78.9M	0.96%
41	CFRCullen/Frost Bankers, Inc.	826,720	$77.6M	0.95%
42	CVLTCommVault Systems, Inc.	1,344,389	$75.9M	0.93%
43	—Argo Group International Holdi	1,238,758	$75.1M	0.92%
44	SPLKCHFSplunk Inc.	1,314,585	$74.8M	0.91%
45	IEXIDEX Corporation	656,550	$74.2M	0.91%
46	MFS1EURWelbilt Inc	3,903,833	$73.6M	0.90%
47	NEWREURNew Relic, Inc.	1,694,392	$72.9M	0.89%
48	OMCLOmnicell, Inc.	1,655,973	$71.4M	0.87%
49	AWNAdvance Auto Parts, Inc.	609,385	$71.0M	0.87%
50	WWDWoodward, Inc.	1,047,637	$70.8M	0.87%
51	S7VSally Beauty Holdings, Inc.	3,436,205	$69.6M	0.85%
52	SXIStandex International Corporat	762,277	$69.1M	0.84%
53	DHRB&G Foods, Inc.	1,918,022	$68.3M	0.83%
54	PODDInsulet Corporation	1,314,405	$67.4M	0.82%
55	HSICHenry Schein, Inc.	365,355	$66.9M	0.82%
56	—Navigators Group, Inc.	1,203,562	$66.1M	0.81%
57	—Financial Engines, Inc.	1,802,947	$66.0M	0.81%
58	GWWW.W. Grainger, Inc.	364,100	$65.7M	0.80%
59	SRCLStericycle, Inc.	828,938	$63.3M	0.77%
60	AKXANSYS, Inc.	514,530	$62.6M	0.77%
61	HELEHelen of Troy Limited	661,300	$62.2M	0.76%
62	—Lydall, Inc.	1,197,526	$61.9M	0.76%
63	TRSTriMas Corporation	2,908,719	$60.6M	0.74%
64	CBSHCommerce Bancshares, Inc.	1,048,580	$59.6M	0.73%
65	—Cantel Medical Corp.	757,382	$59.0M	0.72%
66	UMBFUMB Financial Corporation	781,778	$58.5M	0.72%
67	CSIIEURCardiovascular Systems, Inc.	1,801,762	$58.1M	0.71%
68	TAPMolson Coors Brewing Company C	665,285	$57.4M	0.70%
69	CTLTEURCatalent Inc	1,558,010	$54.7M	0.67%
70	CVBFCVB Financial Corp.	2,362,507	$53.0M	0.65%
71	IOSPInnospec Inc.	775,509	$50.8M	0.62%
72	CLBCore Laboratories NV	485,406	$49.2M	0.60%
73	—Actuant Corporation Class A	1,884,345	$46.4M	0.57%
74	SAMBoston Beer Company, Inc. Clas	346,506	$45.8M	0.56%
75	FTNTFortinet, Inc.	1,195,790	$44.8M	0.55%
76	SNPSSynopsys, Inc.	607,547	$44.3M	0.54%
77	AKAMAkamai Technologies, Inc.	888,150	$44.2M	0.54%
78	JBTJohn Bean Technologies Corpora	449,746	$44.1M	0.54%
79	INDBIndependent Bank Corp.	644,286	$42.9M	0.52%
80	WASHWashington Trust Bancorp, Inc.	823,724	$42.5M	0.52%
81	PENPenumbra, Inc.	478,841	$42.0M	0.51%
82	CBUCommunity Bank System, Inc.	704,112	$39.3M	0.48%
83	ENVUSDEnvestnet, Inc.	981,184	$38.9M	0.47%
84	VRSKVerisk Analytics Inc	456,350	$38.5M	0.47%
85	—Gigamon Inc.	976,104	$38.4M	0.47%
86	—Bryn Mawr Bank Corporation	902,897	$38.4M	0.47%
87	—Buffalo Wild Wings, Inc.	300,963	$38.1M	0.47%
88	ABMDEURABIOMED, Inc.	263,285	$37.7M	0.46%
89	FETUSDForum Energy Technologies, Inc	2,384,558	$37.2M	0.45%
90	—NIC Inc.	1,946,143	$36.9M	0.45%
91	ELFe.l.f. Beauty, Inc.	1,352,659	$36.8M	0.45%
92	FASTFastenal Company	814,100	$35.4M	0.43%
93	FFINFirst Financial Bankshares, In	759,278	$33.6M	0.41%
94	SUPNSupernus Pharmaceuticals, Inc.	745,917	$32.1M	0.39%
95	SIVBEURSVB Financial Group	160,745	$28.3M	0.35%
96	BRCBrady Corporation Class A	829,079	$28.1M	0.34%
97	MORNMorningstar, Inc.	349,625	$27.4M	0.33%
98	GABCGerman American Bancorp, Inc.	802,887	$27.4M	0.33%
99	—INC Research Holdings, Inc. Cl	455,945	$26.7M	0.33%
100	—Xactly Corp	1,656,221	$25.9M	0.32%

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