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 |
ABM INDUSTRIES INC | COM | 000957100 | 1,505 | 55,120 | SH | SOLE | 46,790 | 0 | 8,330 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 14,228 | 214,693 | SH | SOLE | 178,365 | 0 | 36,328 | ||
ACADIA REALTY TRUST | REIT | 004239109 | 21,218 | 705,620 | SH | SOLE | 655,510 | 0 | 50,110 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 23,458 | 133,601 | SH | SOLE | 124,705 | 0 | 8,896 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 497 | 6,040 | SH | SOLE | 2,860 | 0 | 3,180 | ||
ALCOA INC | COM | 013817101 | 433 | 44,820 | SH | SOLE | 19,410 | 0 | 25,410 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 7,679 | 223,695 | SH | SOLE | 218,951 | 0 | 4,744 | ||
ALEXANDRIA R E EQUITIES INC | REIT | 015271109 | 23,165 | 273,586 | SH | SOLE | 248,835 | 0 | 24,751 | ||
ALLEGHANY CORP | COM | 017175100 | 16,830 | 35,952 | SH | SOLE | 32,837 | 0 | 3,115 | ||
ALPHABET INC | COM | 02079K107 | 13,228 | 21,742 | SH | SOLE | 16,791 | 0 | 4,951 | ||
ALPHABET INC | COM | 02079K305 | 25,017 | 39,189 | SH | SOLE | 29,348 | 0 | 9,841 | ||
AMAZON.COM INC | COM | 023135106 | 907 | 1,771 | SH | SOLE | 764 | 0 | 1,007 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 35,411 | 513,877 | SH | SOLE | 470,862 | 0 | 43,015 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 220 | 2,312 | SH | SOLE | 0 | 0 | 2,312 | ||
AMETEK INC | COM | 031100100 | 9,880 | 188,838 | SH | SOLE | 185,145 | 0 | 3,693 | ||
AMPHENOL CORP | COM | 032095101 | 621 | 12,190 | SH | SOLE | 5,946 | 0 | 6,244 | ||
AON PLC | COM | G0408V102 | 388 | 4,380 | SH | SOLE | 4,380 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 33,511 | 303,815 | SH | SOLE | 229,843 | 0 | 73,972 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 5,155 | 135,136 | SH | SOLE | 114,901 | 0 | 20,235 | ||
APTARGROUP INC | COM | 038336103 | 8,735 | 132,436 | SH | SOLE | 112,750 | 0 | 19,686 | ||
ARCHER-DANIELS-MIDLAND CO | COM | 039483102 | 749 | 18,080 | SH | SOLE | 7,840 | 0 | 10,240 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 8,418 | 148,755 | SH | SOLE | 126,659 | 0 | 22,096 | ||
ATWOOD OCEANICS | COM | 050095108 | 2,144 | 144,778 | SH | SOLE | 144,778 | 0 | 0 | ||
AVALONBAY COMMUNITIES INC | REIT | 053484101 | 886 | 5,070 | SH | SOLE | 2,276 | 0 | 2,794 | ||
BANKUNITED INC | COM | 06652K103 | 10,516 | 294,140 | SH | SOLE | 250,430 | 0 | 43,710 | ||
BANNER CORP | COM | 06652V208 | 11,321 | 236,980 | SH | SOLE | 201,270 | 0 | 35,710 | ||
BARNES GROUP INC | COM | 067806109 | 5,041 | 139,830 | SH | SOLE | 136,910 | 0 | 2,920 | ||
BEMIS CO INC | COM | 081437105 | 8,374 | 211,620 | SH | SOLE | 207,390 | 0 | 4,230 | ||
BIOGEN INC | COM | 09062X103 | 522 | 1,790 | SH | SOLE | 805 | 0 | 985 | ||
BLACK HILLS CORP | COM | 092113109 | 7,346 | 177,697 | SH | SOLE | 150,999 | 0 | 26,698 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 969 | 59,071 | SH | SOLE | 25,626 | 0 | 33,445 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 48,151 | 1,531,535 | SH | SOLE | 1,179,726 | 0 | 351,809 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 28,255 | 146,072 | SH | SOLE | 133,228 | 0 | 12,844 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 445 | 20,370 | SH | SOLE | 8,940 | 0 | 11,430 | ||
CAMBREX CORP | COM | 132011107 | 7,099 | 178,902 | SH | SOLE | 164,792 | 0 | 14,110 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 2,058 | 36,290 | SH | SOLE | 30,800 | 0 | 5,490 | ||
CARLISLE COS INC | COM | 142339100 | 14,498 | 165,923 | SH | SOLE | 162,455 | 0 | 3,468 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 3,881 | 130,371 | SH | SOLE | 116,184 | 0 | 14,187 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 13,811 | 452,214 | SH | SOLE | 410,048 | 0 | 42,166 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 27,883 | 270,924 | SH | SOLE | 239,814 | 0 | 31,110 | ||
CEPHEID INC | COM | 15670R107 | 7,798 | 172,533 | SH | SOLE | 158,543 | 0 | 13,990 | ||
CERNER CORP | COM | 156782104 | 23,230 | 387,430 | SH | SOLE | 295,567 | 0 | 91,863 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 25,983 | 309,686 | SH | SOLE | 299,629 | 0 | 10,057 | ||
CITIGROUP INC | COM | 172967424 | 1,196 | 24,103 | SH | SOLE | 10,600 | 0 | 13,503 | ||
CMS ENERGY CORP | COM | 125896100 | 17,872 | 506,014 | SH | SOLE | 495,974 | 0 | 10,040 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 574 | 9,040 | SH | SOLE | 9,040 | 0 | 0 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 14,217 | 455,537 | SH | SOLE | 388,351 | 0 | 67,186 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 2,315 | 39,380 | SH | SOLE | 33,360 | 0 | 6,020 | ||
COMCAST CORP | COM | 20030N101 | 41,643 | 732,128 | SH | SOLE | 559,275 | 0 | 172,853 | ||
COMERICA INC | COM | 200340107 | 10,592 | 257,711 | SH | SOLE | 252,308 | 0 | 5,403 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 43,476 | 300,728 | SH | SOLE | 228,475 | 0 | 72,253 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 13,697 | 215,433 | SH | SOLE | 197,812 | 0 | 17,621 | ||
CURTISS-WRIGHT CORP | COM | 231561101 | 8,441 | 135,227 | SH | SOLE | 115,448 | 0 | 19,779 | ||
CVS HEALTH CORP | COM | 126650100 | 69,500 | 720,354 | SH | SOLE | 550,446 | 0 | 169,908 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 17,556 | 2,060,609 | SH | SOLE | 1,892,464 | 0 | 168,145 | ||
DANAHER CORP | COM | 235851102 | 1,502 | 17,624 | SH | SOLE | 7,996 | 0 | 9,628 | ||
DEXCOM INC | COM | 252131107 | 17,956 | 209,133 | SH | SOLE | 189,619 | 0 | 19,514 | ||
DISCOVER FINANCIAL SVCS INC | COM | 254709108 | 35,037 | 673,910 | SH | SOLE | 513,560 | 0 | 160,350 | ||
DISNEY (WALT) CO | COM | 254687106 | 51,317 | 502,127 | SH | SOLE | 380,693 | 0 | 121,434 | ||
DUN & BRADSTREET CORP | COM | 26483E100 | 4,124 | 39,275 | SH | SOLE | 38,435 | 0 | 840 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 8,499 | 124,215 | SH | SOLE | 121,780 | 0 | 2,435 | ||
EASTGROUP PROPERTIES | REIT | 277276101 | 7,713 | 142,360 | SH | SOLE | 120,825 | 0 | 21,535 | ||
ECOLAB INC | COM | 278865100 | 45,652 | 416,074 | SH | SOLE | 317,687 | 0 | 98,387 | ||
EL PASO ELECTRIC CO | COM | 283677854 | 7,674 | 208,426 | SH | SOLE | 177,147 | 0 | 31,279 | ||
ELLIE MAE INC | COM | 28849P100 | 3,633 | 54,572 | SH | SOLE | 46,262 | 0 | 8,310 | ||
EMC CORP/MA | COM | 268648102 | 537 | 22,241 | SH | SOLE | 9,885 | 0 | 12,356 | ||
ENDURANCE SPECIALTY HOLDINGS | COM | G30397106 | 4,812 | 78,840 | SH | SOLE | 67,330 | 0 | 11,510 | ||
ENERGEN CORP | COM | 29265N108 | 11,717 | 234,990 | SH | SOLE | 230,090 | 0 | 4,900 | ||
ENERSYS INC | COM | 29275Y102 | 4,774 | 89,094 | SH | SOLE | 75,625 | 0 | 13,469 | ||
EOG RESOURCES INC | COM | 26875P101 | 29,384 | 403,628 | SH | SOLE | 307,323 | 0 | 96,305 | ||
ESSEX PROPERTY TRUST | REIT | 297178105 | 16,759 | 75,009 | SH | SOLE | 73,449 | 0 | 1,560 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 5,711 | 79,434 | SH | SOLE | 65,351 | 0 | 14,083 | ||
FACEBOOK INC | COM | 30303M102 | 721 | 8,020 | SH | SOLE | 3,640 | 0 | 4,380 | ||
FEDERAL REALTY INVESTMENT TR | REIT | 313747206 | 13,256 | 97,150 | SH | SOLE | 94,930 | 0 | 2,220 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 80,198 | 1,277,646 | SH | SOLE | 1,031,621 | 0 | 246,025 | ||
FISERV INC | COM | 337738108 | 1,114 | 12,858 | SH | SOLE | 6,140 | 0 | 6,718 | ||
FMC CORP | COM | 302491303 | 267 | 7,869 | SH | SOLE | 3,605 | 0 | 4,264 | ||
FORTINET INC | COM | 34959E109 | 4,130 | 97,217 | SH | SOLE | 95,189 | 0 | 2,028 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 29,119 | 472,256 | SH | SOLE | 430,688 | 0 | 41,568 | ||
GATX CORP | COM | 361448103 | 2,922 | 66,179 | SH | SOLE | 56,787 | 0 | 9,392 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 59,152 | 2,345,437 | SH | SOLE | 1,781,617 | 0 | 563,820 | ||
GENOMIC HEALTH INC | COM | 37244C101 | 7,396 | 349,544 | SH | SOLE | 317,871 | 0 | 31,673 | ||
GLOBAL PAYMENTS INC | COM | 37940X102 | 18,004 | 156,925 | SH | SOLE | 145,275 | 0 | 11,650 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,006 | 5,791 | SH | SOLE | 2,514 | 0 | 3,277 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,066 | 96,356 | SH | SOLE | 81,931 | 0 | 14,425 | ||
HARMAN INTERNATIONAL INDS | COM | 413086109 | 7,907 | 82,370 | SH | SOLE | 78,135 | 0 | 4,235 | ||
HELEN OF TROY LTD | COM | G4388N106 | 3,970 | 44,456 | SH | SOLE | 36,966 | 0 | 7,490 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 34,773 | 499,537 | SH | SOLE | 461,539 | 0 | 37,998 | ||
IDEX CORP | COM | 45167R104 | 7,668 | 107,540 | SH | SOLE | 91,662 | 0 | 15,878 | ||
IDEXX LABS INC | COM | 45168D104 | 9,164 | 123,424 | SH | SOLE | 117,134 | 0 | 6,290 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 56,118 | 681,794 | SH | SOLE | 521,630 | 0 | 160,164 | ||
ILLUMINA INC | COM | 452327109 | 9,784 | 55,646 | SH | SOLE | 53,331 | 0 | 2,315 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 17,194 | 166,512 | SH | SOLE | 162,415 | 0 | 4,097 | ||
INTREXON CORP | COM | 46122T102 | 2,781 | 87,450 | SH | SOLE | 81,460 | 0 | 5,990 | ||
INVESTORS BANCORP INC | COM | 46146L101 | 11,136 | 902,410 | SH | SOLE | 883,590 | 0 | 18,820 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 6,715 | 88,389 | SH | SOLE | 75,079 | 0 | 13,310 | ||
ISIS PHARMACEUTICALS INC | COM | 464330109 | 4,599 | 113,773 | SH | SOLE | 104,534 | 0 | 9,239 | ||
ITT CORP | COM | 450911201 | 13,254 | 396,485 | SH | SOLE | 361,925 | 0 | 34,560 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 3,577 | 31,470 | SH | SOLE | 26,710 | 0 | 4,760 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,845 | 19,763 | SH | SOLE | 8,998 | 0 | 10,765 | ||
KIRBY CORP | COM | 497266106 | 3,579 | 57,778 | SH | SOLE | 56,358 | 0 | 1,420 | ||
LEGG MASON INC | COM | 524901105 | 10,034 | 241,140 | SH | SOLE | 236,620 | 0 | 4,520 | ||
LIBBEY INC | COM | 529898108 | 5,775 | 177,095 | SH | SOLE | 150,242 | 0 | 26,853 | ||
LIFEPOINT HEALTH INC | COM | 53219L109 | 15,263 | 215,273 | SH | SOLE | 182,618 | 0 | 32,655 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 5,583 | 106,479 | SH | SOLE | 90,519 | 0 | 15,960 | ||
LITTELFUSE INC | COM | 537008104 | 4,978 | 54,616 | SH | SOLE | 46,332 | 0 | 8,284 | ||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 18,803 | 301,810 | SH | SOLE | 275,750 | 0 | 26,060 | ||
MARKEL CORP | COM | 570535104 | 22,074 | 27,529 | SH | SOLE | 26,313 | 0 | 1,216 | ||
MAXIMUS INC | COM | 577933104 | 10,516 | 176,554 | SH | SOLE | 157,700 | 0 | 18,854 | ||
MCKESSON CORP | COM | 58155Q103 | 853 | 4,610 | SH | SOLE | 2,025 | 0 | 2,585 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 11,629 | 276,155 | SH | SOLE | 247,124 | 0 | 29,031 | ||
MERCK & CO | COM | 58933Y105 | 991 | 20,060 | SH | SOLE | 8,760 | 0 | 11,300 | ||
METHANEX CORP | COM | 59151K108 | 2,745 | 82,791 | SH | SOLE | 70,667 | 0 | 12,124 | ||
MICROSOFT CORP | COM | 594918104 | 42,707 | 964,902 | SH | SOLE | 733,086 | 0 | 231,816 | ||
MID-AMERICA APT CMNTYS INC | REIT | 59522J103 | 10,871 | 132,781 | SH | SOLE | 112,691 | 0 | 20,090 | ||
MOBILE MINI INC | COM | 60740F105 | 4,135 | 134,293 | SH | SOLE | 114,473 | 0 | 19,820 | ||
MULTI-COLOR CORP | COM | 625383104 | 7,000 | 91,515 | SH | SOLE | 77,635 | 0 | 13,880 | ||
NEOGEN CORP | COM | 640491106 | 6,653 | 147,881 | SH | SOLE | 126,006 | 0 | 21,875 | ||
NEWMARKET CORP | COM | 651587107 | 15,887 | 44,501 | SH | SOLE | 40,568 | 0 | 3,933 | ||
NEWPARK RESOURCES | COM | 651718504 | 3,007 | 587,280 | SH | SOLE | 500,285 | 0 | 86,995 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,054 | 10,806 | SH | SOLE | 5,095 | 0 | 5,711 | ||
NVR INC | COM | 62944T105 | 11,555 | 7,576 | SH | SOLE | 7,423 | 0 | 153 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 51,451 | 777,792 | SH | SOLE | 593,203 | 0 | 184,589 | ||
OCEANEERING INTERNATIONAL | COM | 675232102 | 4,414 | 112,375 | SH | SOLE | 109,835 | 0 | 2,540 | ||
OIL STATES INTL INC | COM | 678026105 | 4,359 | 166,814 | SH | SOLE | 163,332 | 0 | 3,482 | ||
OLD DOMINION FREIGHT | COM | 679580100 | 8,975 | 147,138 | SH | SOLE | 144,190 | 0 | 2,948 | ||
OMNICELL INC | COM | 68213N109 | 6,968 | 224,065 | SH | SOLE | 184,738 | 0 | 39,327 | ||
ONCOMED PHARMACEUTICALS | COM | 68234X102 | 3,026 | 182,410 | SH | SOLE | 155,000 | 0 | 27,410 | ||
POLARIS INDUSTRIES INC | COM | 731068102 | 7,024 | 58,595 | SH | SOLE | 57,420 | 0 | 1,175 | ||
POLYONE CORP | COM | 73179P106 | 8,169 | 278,425 | SH | SOLE | 250,390 | 0 | 28,035 | ||
PRA GROUP INC | COM | 69354N106 | 5,383 | 101,723 | SH | SOLE | 86,454 | 0 | 15,269 | ||
PROOFPOINT INC | COM | 743424103 | 16,054 | 266,140 | SH | SOLE | 240,031 | 0 | 26,109 | ||
PTC INC | COM | 69370C100 | 7,912 | 249,272 | SH | SOLE | 211,122 | 0 | 38,150 | ||
REDWOOD TRUST INC | REIT | 758075402 | 17,715 | 1,279,976 | SH | SOLE | 1,173,334 | 0 | 106,642 | ||
REGIONS FINANCIAL CORP | COM | 7591EP100 | 442 | 49,040 | SH | SOLE | 21,250 | 0 | 27,790 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 39,907 | 254,673 | SH | SOLE | 194,217 | 0 | 60,456 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 5,909 | 141,063 | SH | SOLE | 139,513 | 0 | 1,550 | ||
RUBY TUESDAY INC | COM | 781182100 | 4,315 | 694,857 | SH | SOLE | 590,903 | 0 | 103,954 | ||
SCHLUMBERGER LTD | COM | 806857108 | 699 | 10,140 | SH | SOLE | 4,470 | 0 | 5,670 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 58,684 | 2,054,749 | SH | SOLE | 1,574,169 | 0 | 480,580 | ||
SEATTLE GENETICS INC | COM | 812578102 | 6,780 | 175,831 | SH | SOLE | 161,778 | 0 | 14,053 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 7,992 | 130,370 | SH | SOLE | 108,080 | 0 | 22,290 | ||
SHORETEL INC | COM | 825211105 | 4,236 | 567,068 | SH | SOLE | 476,868 | 0 | 90,200 | ||
SIMON PROPERTY GROUP INC | REIT | 828806109 | 860 | 4,680 | SH | SOLE | 2,050 | 0 | 2,630 | ||
SNAP-ON INC | COM | 833034101 | 34,100 | 225,917 | SH | SOLE | 204,971 | 0 | 20,946 | ||
SQUARE 1 FINANCIAL INC | COM | 85223W101 | 7,383 | 287,564 | SH | SOLE | 242,310 | 0 | 45,254 | ||
STARBUCKS CORP | COM | 855244109 | 26,497 | 466,170 | SH | SOLE | 355,100 | 0 | 111,070 | ||
STERICYCLE INC | COM | 858912108 | 67,418 | 483,939 | SH | SOLE | 396,923 | 0 | 87,016 | ||
STERIS PLC | COM | G84720104 | 12,557 | 193,280 | SH | SOLE | 163,660 | 0 | 29,620 | ||
STEWART INFORMATION SERVICES | COM | 860372101 | 5,655 | 138,220 | SH | SOLE | 117,190 | 0 | 21,030 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 15,091 | 358,466 | SH | SOLE | 329,281 | 0 | 29,185 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 4,109 | 325,313 | SH | SOLE | 276,526 | 0 | 48,787 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 21,219 | 183,653 | SH | SOLE | 167,483 | 0 | 16,170 | ||
TABLEAU SOFTWARE INC | COM | 87336U105 | 2,612 | 32,740 | SH | SOLE | 32,050 | 0 | 690 | ||
TARGET CORP | COM | 87612E106 | 982 | 12,490 | SH | SOLE | 5,505 | 0 | 6,985 | ||
TE CONNECTIVITY LTD | COM | H84989104 | 22,396 | 373,960 | SH | SOLE | 288,060 | 0 | 85,900 | ||
TELEFLEX INC | COM | 879369106 | 15,888 | 127,910 | SH | SOLE | 125,420 | 0 | 2,490 | ||
TENNECO INC | COM | 880349105 | 5,396 | 120,535 | SH | SOLE | 102,185 | 0 | 18,350 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 39,301 | 321,400 | SH | SOLE | 244,225 | 0 | 77,175 | ||
TORCHMARK CORP | COM | 891027104 | 12,394 | 219,750 | SH | SOLE | 215,203 | 0 | 4,547 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 32,202 | 381,901 | SH | SOLE | 346,007 | 0 | 35,894 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 12,036 | 732,991 | SH | SOLE | 675,604 | 0 | 57,387 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 17,389 | 116,460 | SH | SOLE | 107,370 | 0 | 9,090 | ||
UGI CORP | COM | 902681105 | 32,478 | 932,735 | SH | SOLE | 854,800 | 0 | 77,935 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 3,167 | 17,690 | SH | SOLE | 17,320 | 0 | 370 | ||
UNDER ARMOUR INC | COM | 904311107 | 19,482 | 201,303 | SH | SOLE | 192,591 | 0 | 8,712 | ||
UNION PACIFIC CORP | COM | 907818108 | 1,125 | 12,722 | SH | SOLE | 5,840 | 0 | 6,882 | ||
UNITED RENTALS INC | COM | 911363109 | 3,839 | 63,930 | SH | SOLE | 62,700 | 0 | 1,230 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 5,956 | 103,264 | SH | SOLE | 87,679 | 0 | 15,585 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 19,991 | 160,169 | SH | SOLE | 156,868 | 0 | 3,301 | ||
VAIL RESORTS INC | COM | 91879Q109 | 6,592 | 62,970 | SH | SOLE | 53,640 | 0 | 9,330 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,116 | 25,642 | SH | SOLE | 11,740 | 0 | 13,902 | ||
VF CORP | COM | 918204108 | 47,429 | 695,332 | SH | SOLE | 532,032 | 0 | 163,300 | ||
VISA INC | COM | 92826C839 | 31,276 | 448,978 | SH | SOLE | 341,246 | 0 | 107,732 | ||
WABTEC CORP | COM | 929740108 | 4,575 | 51,955 | SH | SOLE | 51,065 | 0 | 890 | ||
WELLS FARGO & CO | COM | 949746101 | 1,472 | 28,663 | SH | SOLE | 12,695 | 0 | 15,968 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 24,935 | 460,730 | SH | SOLE | 423,170 | 0 | 37,560 | ||
WHIRLPOOL CORP | COM | 963320106 | 24,597 | 167,030 | SH | SOLE | 128,785 | 0 | 38,245 | ||
WILLIAMS-SONOMA INC | COM | 969904101 | 16,684 | 218,519 | SH | SOLE | 214,132 | 0 | 4,387 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 6,507 | 300,698 | SH | SOLE | 254,370 | 0 | 46,328 | ||
ZOETIS INC | COM | 98978V103 | 49,637 | 1,205,359 | SH | SOLE | 930,379 | 0 | 274,980 |