The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ABBVIE INC | COM | 00287Y109 | 758 | 12,950 | SH | SOLE | 5,830 | 0 | 7,120 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 15,699 | 219,253 | SH | SOLE | 181,375 | 0 | 37,878 | ||
ACADIA REALTY TRUST | REIT | 004239109 | 16,496 | 472,940 | SH | SOLE | 464,910 | 0 | 8,030 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 24,516 | 145,791 | SH | SOLE | 136,935 | 0 | 8,856 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 447 | 6,040 | SH | SOLE | 2,860 | 0 | 3,180 | ||
AIRGAS INC | COM | 009363102 | 321 | 3,025 | SH | SOLE | 3,025 | 0 | 0 | ||
ALCOA INC | COM | 013817101 | 454 | 35,130 | SH | SOLE | 15,490 | 0 | 19,640 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 11,150 | 258,212 | SH | SOLE | 253,468 | 0 | 4,744 | ||
ALEXANDRIA R E EQUITIES INC | REIT | 015271109 | 21,867 | 223,045 | SH | SOLE | 202,534 | 0 | 20,511 | ||
ALLEGHANY CORP | COM | 017175100 | 21,248 | 43,630 | SH | SOLE | 39,825 | 0 | 3,805 | ||
ALTERA CORP | COM | 021441100 | 733 | 17,091 | SH | SOLE | 7,445 | 0 | 9,646 | ||
AMAZON.COM INC | COM | 023135106 | 782 | 2,101 | SH | SOLE | 894 | 0 | 1,207 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 35,588 | 554,761 | SH | SOLE | 510,806 | 0 | 43,955 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 263 | 2,312 | SH | SOLE | 0 | 0 | 2,312 | ||
AMETEK INC | COM | 031100100 | 11,034 | 210,006 | SH | SOLE | 206,313 | 0 | 3,693 | ||
AMPHENOL CORP | COM | 032095101 | 718 | 12,190 | SH | SOLE | 5,946 | 0 | 6,244 | ||
AON PLC | COM | G0408V102 | 355 | 3,690 | SH | SOLE | 3,690 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 57,157 | 459,350 | SH | SOLE | 349,418 | 0 | 109,932 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 6,127 | 135,136 | SH | SOLE | 114,901 | 0 | 20,235 | ||
APTARGROUP INC | COM | 038336103 | 8,478 | 133,466 | SH | SOLE | 113,780 | 0 | 19,686 | ||
ARCHER-DANIELS-MIDLAND CO | COM | 039483102 | 712 | 15,030 | SH | SOLE | 6,530 | 0 | 8,500 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 6,888 | 137,345 | SH | SOLE | 115,249 | 0 | 22,096 | ||
ASPEN TECHNOLOGY INC | COM | 045327103 | 9,623 | 250,025 | SH | SOLE | 226,046 | 0 | 23,979 | ||
ATWOOD OCEANICS | COM | 050095108 | 3,586 | 127,558 | SH | SOLE | 127,558 | 0 | 0 | ||
AVALONBAY COMMUNITIES INC | REIT | 053484101 | 883 | 5,070 | SH | SOLE | 2,276 | 0 | 2,794 | ||
AVNET INC | COM | 053807103 | 8,123 | 182,548 | SH | SOLE | 178,456 | 0 | 4,092 | ||
BANKUNITED INC | COM | 06652K103 | 8,603 | 262,780 | SH | SOLE | 223,210 | 0 | 39,570 | ||
BANNER CORP | COM | 06652V208 | 3,828 | 83,390 | SH | SOLE | 71,180 | 0 | 12,210 | ||
BILL BARRETT CORP | COM | 06846N104 | 1,958 | 235,894 | SH | SOLE | 235,894 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 756 | 1,790 | SH | SOLE | 805 | 0 | 985 | ||
BLACK HILLS CORP | COM | 092113109 | 9,380 | 185,967 | SH | SOLE | 157,819 | 0 | 28,148 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 936 | 52,751 | SH | SOLE | 23,126 | 0 | 29,625 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 76,355 | 1,424,268 | SH | SOLE | 1,096,954 | 0 | 327,314 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 28,839 | 159,119 | SH | SOLE | 145,880 | 0 | 13,239 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 602 | 20,370 | SH | SOLE | 8,940 | 0 | 11,430 | ||
CARLISLE COS INC | COM | 142339100 | 13,842 | 149,433 | SH | SOLE | 146,675 | 0 | 2,758 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 5,000 | 128,601 | SH | SOLE | 114,414 | 0 | 14,187 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 19,156 | 385,818 | SH | SOLE | 347,742 | 0 | 38,076 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 16,975 | 188,398 | SH | SOLE | 158,048 | 0 | 30,350 | ||
CEPHEID INC | COM | 15670R107 | 10,768 | 189,236 | SH | SOLE | 174,946 | 0 | 14,290 | ||
CERNER CORP | COM | 156782104 | 27,979 | 381,920 | SH | SOLE | 291,387 | 0 | 90,533 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 34,202 | 400,401 | SH | SOLE | 390,344 | 0 | 10,057 | ||
CITIGROUP INC | COM | 172967424 | 1,242 | 24,103 | SH | SOLE | 10,600 | 0 | 13,503 | ||
CITY NATIONAL CORP | COM | 178566105 | 1,249 | 14,025 | SH | SOLE | 12,324 | 0 | 1,701 | ||
CMS ENERGY CORP | COM | 125896100 | 13,550 | 388,134 | SH | SOLE | 381,134 | 0 | 7,000 | ||
COGNEX CORP | COM | 192422103 | 17,890 | 360,758 | SH | SOLE | 334,320 | 0 | 26,438 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 627 | 9,040 | SH | SOLE | 9,040 | 0 | 0 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 12,958 | 447,297 | SH | SOLE | 380,111 | 0 | 67,186 | ||
COMCAST CORP | COM | 20030N101 | 85,362 | 1,511,633 | SH | SOLE | 1,156,075 | 0 | 355,558 | ||
COMERICA INC | COM | 200340107 | 13,618 | 301,743 | SH | SOLE | 296,310 | 0 | 5,433 | ||
COMPUTER SCIENCES CORP | COM | 205363104 | 7,088 | 108,575 | SH | SOLE | 106,715 | 0 | 1,860 | ||
CORP OFFICE PPTYS TR INC | REIT | 22002T108 | 3,864 | 131,522 | SH | SOLE | 112,769 | 0 | 18,753 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 60,970 | 402,453 | SH | SOLE | 306,675 | 0 | 95,778 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 22,128 | 320,325 | SH | SOLE | 294,534 | 0 | 25,791 | ||
CURTISS-WRIGHT CORP | COM | 231561101 | 9,714 | 131,383 | SH | SOLE | 112,394 | 0 | 18,989 | ||
CVS HEALTH CORP | COM | 126650100 | 98,513 | 954,493 | SH | SOLE | 735,353 | 0 | 219,140 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 33,098 | 2,345,678 | SH | SOLE | 2,174,013 | 0 | 171,665 | ||
DANAHER CORP | COM | 235851102 | 1,496 | 17,624 | SH | SOLE | 7,996 | 0 | 9,628 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 6,268 | 86,014 | SH | SOLE | 86,014 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 13,901 | 222,984 | SH | SOLE | 206,200 | 0 | 16,784 | ||
DISCOVER FINANCIAL SVCS INC | COM | 254709108 | 73,613 | 1,306,350 | SH | SOLE | 999,530 | 0 | 306,820 | ||
DISNEY (WALT) CO | COM | 254687106 | 99,293 | 946,637 | SH | SOLE | 722,303 | 0 | 224,334 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 10,514 | 125,830 | SH | SOLE | 123,615 | 0 | 2,215 | ||
EASTGROUP PROPERTIES | REIT | 277276101 | 5,240 | 87,130 | SH | SOLE | 73,355 | 0 | 13,775 | ||
ECOLAB INC | COM | 278865100 | 72,292 | 632,034 | SH | SOLE | 484,237 | 0 | 147,797 | ||
EL PASO ELECTRIC CO | COM | 283677854 | 8,984 | 232,496 | SH | SOLE | 194,567 | 0 | 37,929 | ||
EMC CORP/MA | COM | 268648102 | 568 | 22,241 | SH | SOLE | 9,885 | 0 | 12,356 | ||
ENDURANCE SPECIALTY HOLDINGS | COM | G30397106 | 3,693 | 60,410 | SH | SOLE | 51,610 | 0 | 8,800 | ||
ENERGEN CORP | COM | 29265N108 | 10,454 | 158,390 | SH | SOLE | 155,580 | 0 | 2,810 | ||
ENERSYS INC | COM | 29275Y102 | 5,782 | 90,004 | SH | SOLE | 76,535 | 0 | 13,469 | ||
EOG RESOURCES INC | COM | 26875P101 | 55,304 | 603,168 | SH | SOLE | 464,543 | 0 | 138,625 | ||
ESSEX PROPERTY TRUST | REIT | 297178105 | 16,076 | 69,926 | SH | SOLE | 68,476 | 0 | 1,450 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 18,070 | 157,926 | SH | SOLE | 143,843 | 0 | 14,083 | ||
FEDERAL REALTY INVESTMENT TR | REIT | 313747206 | 16,072 | 109,180 | SH | SOLE | 106,960 | 0 | 2,220 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 105,232 | 1,843,265 | SH | SOLE | 1,466,570 | 0 | 376,695 | ||
FISERV INC | COM | 337738108 | 1,270 | 15,998 | SH | SOLE | 7,390 | 0 | 8,608 | ||
FLIR SYSTEMS INC | COM | 302445101 | 10,290 | 328,970 | SH | SOLE | 314,820 | 0 | 14,150 | ||
FLUIDIGM CORP | COM | 34385P108 | 5,521 | 131,133 | SH | SOLE | 112,988 | 0 | 18,145 | ||
FMC CORP | COM | 302491303 | 9,344 | 163,206 | SH | SOLE | 156,200 | 0 | 7,006 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 27,751 | 246,348 | SH | SOLE | 225,624 | 0 | 20,724 | ||
GATX CORP | COM | 361448103 | 9,078 | 156,570 | SH | SOLE | 145,507 | 0 | 11,063 | ||
GENOMIC HEALTH INC | COM | 37244C101 | 11,429 | 374,116 | SH | SOLE | 342,443 | 0 | 31,673 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,089 | 5,791 | SH | SOLE | 2,514 | 0 | 3,277 | ||
GOOGLE INC | COM | 38259P508 | 28,568 | 51,501 | SH | SOLE | 39,218 | 0 | 12,283 | ||
GOOGLE INC | COM | 38259P706 | 18,770 | 34,252 | SH | SOLE | 25,974 | 0 | 8,278 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 4,763 | 90,526 | SH | SOLE | 76,311 | 0 | 14,215 | ||
HARMAN INTERNATIONAL INDS | COM | 413086109 | 18,486 | 138,335 | SH | SOLE | 133,435 | 0 | 4,900 | ||
HARTE HANKS INC | COM | 416196103 | 5,554 | 712,045 | SH | SOLE | 602,125 | 0 | 109,920 | ||
HELIX ENERGY SOLUTIONS GROUP | COM | 42330P107 | 4,139 | 276,657 | SH | SOLE | 236,102 | 0 | 40,555 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 33,846 | 484,272 | SH | SOLE | 447,274 | 0 | 36,998 | ||
IDEX CORP | COM | 45167R104 | 8,208 | 108,238 | SH | SOLE | 92,360 | 0 | 15,878 | ||
IDEXX LABS INC | COM | 45168D104 | 10,817 | 70,022 | SH | SOLE | 67,622 | 0 | 2,400 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 105,666 | 1,087,774 | SH | SOLE | 834,060 | 0 | 253,714 | ||
ILLUMINA INC | COM | 452327109 | 10,056 | 54,167 | SH | SOLE | 52,282 | 0 | 1,885 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 31,442 | 267,818 | SH | SOLE | 258,563 | 0 | 9,255 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 6,857 | 73,974 | SH | SOLE | 63,474 | 0 | 10,500 | ||
ISIS PHARMACEUTICALS INC | COM | 464330109 | 7,607 | 119,473 | SH | SOLE | 110,344 | 0 | 9,129 | ||
ITC HOLDINGS CORP | COM | 465685105 | 17,235 | 460,461 | SH | SOLE | 423,523 | 0 | 36,938 | ||
ITT CORP | COM | 450911201 | 15,923 | 398,970 | SH | SOLE | 367,140 | 0 | 31,830 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,026 | 20,141 | SH | SOLE | 9,376 | 0 | 10,765 | ||
KIRBY CORP | COM | 497266106 | 6,252 | 83,310 | SH | SOLE | 81,890 | 0 | 1,420 | ||
LEGG MASON INC | COM | 524901105 | 13,703 | 248,235 | SH | SOLE | 244,055 | 0 | 4,180 | ||
LIBBEY INC | COM | 529898108 | 5,384 | 134,905 | SH | SOLE | 111,572 | 0 | 23,333 | ||
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 15,091 | 205,463 | SH | SOLE | 175,948 | 0 | 29,515 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 9,907 | 151,509 | SH | SOLE | 128,669 | 0 | 22,840 | ||
LITTELFUSE INC | COM | 537008104 | 5,885 | 59,216 | SH | SOLE | 50,822 | 0 | 8,394 | ||
LOWE'S COMPANIES INC | COM | 548661107 | 1,193 | 16,033 | SH | SOLE | 7,020 | 0 | 9,013 | ||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 16,646 | 328,900 | SH | SOLE | 304,150 | 0 | 24,750 | ||
MARKEL CORP | COM | 570535104 | 27,669 | 35,982 | SH | SOLE | 34,706 | 0 | 1,276 | ||
MASTEC INC | COM | 576323109 | 2,999 | 155,375 | SH | SOLE | 133,911 | 0 | 21,464 | ||
MCKESSON CORP | COM | 58155Q103 | 1,043 | 4,610 | SH | SOLE | 2,025 | 0 | 2,585 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 11,073 | 225,790 | SH | SOLE | 204,299 | 0 | 21,491 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 4,979 | 102,368 | SH | SOLE | 87,503 | 0 | 14,865 | ||
METHANEX CORP | COM | 59151K108 | 11,176 | 208,615 | SH | SOLE | 191,525 | 0 | 17,090 | ||
MICROSOFT CORP | COM | 594918104 | 59,542 | 1,464,572 | SH | SOLE | 1,117,286 | 0 | 347,286 | ||
MID-AMERICA APT CMNTYS INC | REIT | 59522J103 | 8,057 | 104,266 | SH | SOLE | 88,546 | 0 | 15,720 | ||
MOBILE MINI INC | COM | 60740F105 | 5,754 | 134,933 | SH | SOLE | 115,113 | 0 | 19,820 | ||
NATIONAL FUEL GAS CO | COM | 636180101 | 47,276 | 783,622 | SH | SOLE | 634,357 | 0 | 149,265 | ||
NAVIOS MARITIME HOLDINGS INC | COM | Y62196103 | 3,667 | 877,300 | SH | SOLE | 744,065 | 0 | 133,235 | ||
NEOGEN CORP | COM | 640491106 | 6,800 | 145,511 | SH | SOLE | 123,636 | 0 | 21,875 | ||
NEWMARKET CORP | COM | 651587107 | 9,588 | 20,066 | SH | SOLE | 17,150 | 0 | 2,916 | ||
NEWPARK RESOURCES | COM | 651718504 | 5,477 | 601,160 | SH | SOLE | 514,165 | 0 | 86,995 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,124 | 10,806 | SH | SOLE | 5,095 | 0 | 5,711 | ||
NVR INC | COM | 62944T105 | 11,234 | 8,455 | SH | SOLE | 8,308 | 0 | 147 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 86,452 | 1,184,279 | SH | SOLE | 905,493 | 0 | 278,786 | ||
OCEANEERING INTERNATIONAL | COM | 675232102 | 6,425 | 119,140 | SH | SOLE | 116,810 | 0 | 2,330 | ||
OIL STATES INTL INC | COM | 678026105 | 5,969 | 150,096 | SH | SOLE | 147,044 | 0 | 3,052 | ||
OLD DOMINION FREIGHT | COM | 679580100 | 13,040 | 168,697 | SH | SOLE | 165,749 | 0 | 2,948 | ||
OMNICELL INC | COM | 68213N109 | 7,591 | 216,262 | SH | SOLE | 176,935 | 0 | 39,327 | ||
ONCOMED PHARMACEUTICALS | COM | 68234X102 | 3,605 | 139,840 | SH | SOLE | 117,740 | 0 | 22,100 | ||
OPEN TEXT CORP | COM | 683715106 | 6,992 | 132,200 | SH | SOLE | 129,835 | 0 | 2,365 | ||
ORBITAL ATK INC | COM | 68557N103 | 6,948 | 90,671 | SH | SOLE | 90,671 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 3,273 | 201,930 | SH | SOLE | 198,400 | 0 | 3,530 | ||
PAREXEL INTERNATIONAL CORP | COM | 699462107 | 4,188 | 60,711 | SH | SOLE | 52,531 | 0 | 8,180 | ||
POLARIS INDUSTRIES INC | COM | 731068102 | 9,095 | 64,460 | SH | SOLE | 63,335 | 0 | 1,125 | ||
POLYONE CORP | COM | 73179P106 | 9,259 | 247,905 | SH | SOLE | 224,520 | 0 | 23,385 | ||
POTLATCH CORP | REIT | 737630103 | 4,153 | 103,712 | SH | SOLE | 86,649 | 0 | 17,063 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 14,737 | 282,973 | SH | SOLE | 258,800 | 0 | 24,173 | ||
PRA GROUP INC | COM | 69354N106 | 6,265 | 115,326 | SH | SOLE | 100,057 | 0 | 15,269 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 669 | 3,186 | SH | SOLE | 1,383 | 0 | 1,803 | ||
PROOFPOINT INC | COM | 743424103 | 21,044 | 355,360 | SH | SOLE | 325,766 | 0 | 29,594 | ||
PTC INC | COM | 69370C100 | 9,096 | 251,476 | SH | SOLE | 213,326 | 0 | 38,150 | ||
QUANTA SERVICES INC | COM | 74762E102 | 11,189 | 392,181 | SH | SOLE | 385,464 | 0 | 6,717 | ||
REDWOOD TRUST INC | REIT | 758075402 | 22,814 | 1,276,686 | SH | SOLE | 1,174,344 | 0 | 102,342 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 66,645 | 387,471 | SH | SOLE | 296,180 | 0 | 91,291 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 14,092 | 293,640 | SH | SOLE | 290,980 | 0 | 2,660 | ||
RUBY TUESDAY INC | COM | 781182100 | 4,242 | 705,859 | SH | SOLE | 601,905 | 0 | 103,954 | ||
SCHLUMBERGER LTD | COM | 806857108 | 977 | 11,710 | SH | SOLE | 5,340 | 0 | 6,370 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 95,867 | 3,149,389 | SH | SOLE | 2,410,906 | 0 | 738,483 | ||
SEATTLE GENETICS INC | COM | 812578102 | 9,479 | 268,155 | SH | SOLE | 250,722 | 0 | 17,433 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 7,797 | 113,200 | SH | SOLE | 94,480 | 0 | 18,720 | ||
SHORETEL INC | COM | 825211105 | 3,757 | 550,900 | SH | SOLE | 460,700 | 0 | 90,200 | ||
SIERRA WIRELESS INC | COM | 826516106 | 3,015 | 91,126 | SH | SOLE | 73,906 | 0 | 17,220 | ||
SIMON PROPERTY GROUP INC | REIT | 828806109 | 916 | 4,680 | SH | SOLE | 2,050 | 0 | 2,630 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 8,802 | 89,550 | SH | SOLE | 76,614 | 0 | 12,936 | ||
SNAP-ON INC | COM | 833034101 | 35,752 | 243,110 | SH | SOLE | 223,314 | 0 | 19,796 | ||
SQUARE 1 FINANCIAL INC | COM | 85223W101 | 7,548 | 281,949 | SH | SOLE | 240,845 | 0 | 41,104 | ||
STERICYCLE INC | COM | 858912108 | 104,386 | 743,329 | SH | SOLE | 598,943 | 0 | 144,386 | ||
STERIS CORP | COM | 859152100 | 9,695 | 137,970 | SH | SOLE | 116,880 | 0 | 21,090 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 27,698 | 496,821 | SH | SOLE | 457,766 | 0 | 39,055 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 8,301 | 371,563 | SH | SOLE | 319,746 | 0 | 51,817 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 23,283 | 183,270 | SH | SOLE | 168,420 | 0 | 14,850 | ||
TARGET CORP | COM | 87612E106 | 770 | 9,380 | SH | SOLE | 4,135 | 0 | 5,245 | ||
TE CONNECTIVITY LTD | COM | H84989104 | 41,171 | 574,860 | SH | SOLE | 442,340 | 0 | 132,520 | ||
TELEFLEX INC | COM | 879369106 | 16,317 | 135,040 | SH | SOLE | 132,680 | 0 | 2,360 | ||
TENNECO INC | COM | 880349105 | 7,718 | 134,405 | SH | SOLE | 114,585 | 0 | 19,820 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 65,473 | 487,365 | SH | SOLE | 372,035 | 0 | 115,330 | ||
TORCHMARK CORP | COM | 891027104 | 17,521 | 319,032 | SH | SOLE | 313,315 | 0 | 5,717 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 35,281 | 414,772 | SH | SOLE | 382,768 | 0 | 32,004 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 20,855 | 827,584 | SH | SOLE | 770,197 | 0 | 57,387 | ||
UGI CORP | COM | 902681105 | 28,772 | 882,862 | SH | SOLE | 806,717 | 0 | 76,145 | ||
UNDER ARMOUR INC | COM | 904311107 | 40,620 | 503,035 | SH | SOLE | 465,201 | 0 | 37,834 | ||
UNION PACIFIC CORP | COM | 907818108 | 82,705 | 763,595 | SH | SOLE | 583,722 | 0 | 179,873 | ||
UNITED RENTALS INC | COM | 911363109 | 6,450 | 70,750 | SH | SOLE | 69,520 | 0 | 1,230 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 7,760 | 139,874 | SH | SOLE | 118,679 | 0 | 21,195 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 21,934 | 186,337 | SH | SOLE | 183,036 | 0 | 3,301 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,130 | 23,232 | SH | SOLE | 10,800 | 0 | 12,432 | ||
VF CORP | COM | 918204108 | 58,609 | 778,242 | SH | SOLE | 595,492 | 0 | 182,750 | ||
VISA INC | COM | 92826C839 | 44,648 | 682,592 | SH | SOLE | 519,492 | 0 | 163,100 | ||
WAGEWORKS INC | COM | 930427109 | 7,703 | 144,437 | SH | SOLE | 129,343 | 0 | 15,094 | ||
WELLS FARGO & CO | COM | 949746101 | 1,474 | 27,093 | SH | SOLE | 11,945 | 0 | 15,148 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 37,645 | 625,230 | SH | SOLE | 579,110 | 0 | 46,120 | ||
WHIRLPOOL CORP | COM | 963320106 | 51,882 | 256,765 | SH | SOLE | 197,665 | 0 | 59,100 | ||
WILLIAMS-SONOMA INC | COM | 969904101 | 25,180 | 315,894 | SH | SOLE | 310,497 | 0 | 5,397 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 9,358 | 279,768 | SH | SOLE | 239,490 | 0 | 40,278 | ||
ZOETIS INC | COM | 98978V103 | 70,653 | 1,526,316 | SH | SOLE | 1,175,048 | 0 | 351,268 |