Shares of Manhattan Associates (MANH - Get Report) are down 17% year-to-date, but the supply chain software provider is expanding market share and will soon bounce back, said John Heffern, senior portfolio manager at Chartwell Investment Partners. 'There is lots of growth on the top line there and lots of margin expansion on the bottom line,' said Heffern. 'It fits a theme we are thinking about overall which is market share capture in a slow growing economy, margin expansion and then capital allocation.' Heffern is also bullish on Ultimate Software (ULTI) , which has seen its shares drop over 8% so far in 2016. He said the human resources software provider may trade at a pricey 44 times its 2017 earnings, however, it is worth the high multiple in his view because it is hard to find growth in the current environment.