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 |
|
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 |
ABIOMED INC | COM | 003654100 | 2,904 | 32,170 | SH | SOLE | 25,800 | 0 | 6,370 | ||
ABM INDUSTRIES INC | COM | 000957100 | 628 | 22,060 | SH | SOLE | 13,730 | 0 | 8,330 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 13,357 | 213,843 | SH | SOLE | 177,515 | 0 | 36,328 | ||
ACADIA REALTY TRUST | REIT | 004239109 | 23,354 | 704,500 | SH | SOLE | 654,390 | 0 | 50,110 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 25,655 | 109,730 | SH | SOLE | 101,002 | 0 | 8,728 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 464 | 4,940 | SH | SOLE | 2,230 | 0 | 2,710 | ||
ALCOA INC | COM | 013817101 | 442 | 44,820 | SH | SOLE | 19,410 | 0 | 25,410 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 7,899 | 223,695 | SH | SOLE | 218,951 | 0 | 4,744 | ||
ALEXANDRIA R E EQUITIES INC | REIT | 015271109 | 26,614 | 294,536 | SH | SOLE | 269,335 | 0 | 25,201 | ||
ALLEGHANY CORP | COM | 017175100 | 11,616 | 24,305 | SH | SOLE | 22,377 | 0 | 1,928 | ||
ALPHABET INC | COM | 02079K107 | 15,017 | 19,789 | SH | SOLE | 14,838 | 0 | 4,951 | ||
ALPHABET INC | COM | 02079K305 | 27,939 | 35,911 | SH | SOLE | 26,070 | 0 | 9,841 | ||
AMAZON.COM INC | COM | 023135106 | 812 | 1,201 | SH | SOLE | 524 | 0 | 677 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 36,989 | 513,162 | SH | SOLE | 470,147 | 0 | 43,015 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 240 | 2,312 | SH | SOLE | 0 | 0 | 2,312 | ||
AMETEK INC | COM | 031100100 | 10,120 | 188,838 | SH | SOLE | 185,145 | 0 | 3,693 | ||
AMPHENOL CORP | COM | 032095101 | 766 | 14,659 | SH | SOLE | 6,955 | 0 | 7,704 | ||
AON PLC | COM | G0408V102 | 404 | 4,380 | SH | SOLE | 4,380 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 29,216 | 277,565 | SH | SOLE | 203,593 | 0 | 73,972 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 5,447 | 134,526 | SH | SOLE | 114,291 | 0 | 20,235 | ||
APTARGROUP INC | COM | 038336103 | 9,583 | 131,906 | SH | SOLE | 112,220 | 0 | 19,686 | ||
ARCHER-DANIELS-MIDLAND CO | COM | 039483102 | 789 | 21,520 | SH | SOLE | 9,340 | 0 | 12,180 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 8,866 | 148,165 | SH | SOLE | 126,069 | 0 | 22,096 | ||
AVALONBAY COMMUNITIES INC | REIT | 053484101 | 642 | 3,485 | SH | SOLE | 1,516 | 0 | 1,969 | ||
AZZ INC | COM | 002474104 | 2,598 | 46,760 | SH | SOLE | 37,260 | 0 | 9,500 | ||
BANKUNITED INC | COM | 06652K103 | 10,564 | 292,960 | SH | SOLE | 249,250 | 0 | 43,710 | ||
BANNER CORP | COM | 06652V208 | 10,825 | 236,040 | SH | SOLE | 200,330 | 0 | 35,710 | ||
BARNES GROUP INC | COM | 067806109 | 5,956 | 168,300 | SH | SOLE | 164,740 | 0 | 3,560 | ||
BEMIS CO INC | COM | 081437105 | 10,877 | 243,380 | SH | SOLE | 233,300 | 0 | 10,080 | ||
BLACK HILLS CORP | COM | 092113109 | 8,217 | 176,977 | SH | SOLE | 150,279 | 0 | 26,698 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 26,427 | 1,433,121 | SH | SOLE | 1,053,186 | 0 | 379,935 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 1,079 | 15,680 | SH | SOLE | 6,820 | 0 | 8,860 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 43,960 | 1,394,220 | SH | SOLE | 1,042,411 | 0 | 351,809 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 26,018 | 162,967 | SH | SOLE | 148,393 | 0 | 14,574 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 429 | 24,250 | SH | SOLE | 10,910 | 0 | 13,340 | ||
CAMBREX CORP | COM | 132011107 | 12,481 | 265,042 | SH | SOLE | 242,552 | 0 | 22,490 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 2,796 | 44,990 | SH | SOLE | 36,090 | 0 | 8,900 | ||
CARLISLE COS INC | COM | 142339100 | 14,716 | 165,923 | SH | SOLE | 162,455 | 0 | 3,468 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 4,771 | 157,621 | SH | SOLE | 133,864 | 0 | 23,757 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 14,302 | 483,504 | SH | SOLE | 439,468 | 0 | 44,036 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 33,513 | 278,234 | SH | SOLE | 248,674 | 0 | 29,560 | ||
CEPHEID INC | COM | 15670R107 | 6,290 | 172,193 | SH | SOLE | 158,203 | 0 | 13,990 | ||
CERNER CORP | COM | 156782104 | 21,364 | 355,062 | SH | SOLE | 262,539 | 0 | 92,523 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 26,314 | 310,009 | SH | SOLE | 299,952 | 0 | 10,057 | ||
CITIGROUP INC | COM | 172967424 | 1,247 | 24,103 | SH | SOLE | 10,600 | 0 | 13,503 | ||
CMS ENERGY CORP | COM | 125896100 | 18,257 | 506,014 | SH | SOLE | 495,974 | 0 | 10,040 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 602 | 9,040 | SH | SOLE | 9,040 | 0 | 0 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 14,750 | 453,707 | SH | SOLE | 386,521 | 0 | 67,186 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 4,952 | 101,560 | SH | SOLE | 85,920 | 0 | 15,640 | ||
COMCAST CORP | COM | 20030N101 | 37,692 | 667,938 | SH | SOLE | 495,085 | 0 | 172,853 | ||
COMERICA INC | COM | 200340107 | 7,114 | 170,061 | SH | SOLE | 166,408 | 0 | 3,653 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 1,065 | 6,593 | SH | SOLE | 2,865 | 0 | 3,728 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 12,901 | 215,023 | SH | SOLE | 197,402 | 0 | 17,621 | ||
CURTISS-WRIGHT CORP | COM | 231561101 | 9,367 | 136,747 | SH | SOLE | 116,168 | 0 | 20,579 | ||
CVS HEALTH CORP | COM | 126650100 | 64,419 | 658,884 | SH | SOLE | 488,156 | 0 | 170,728 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 20,176 | 2,056,669 | SH | SOLE | 1,888,524 | 0 | 168,145 | ||
DANAHER CORP | COM | 235851102 | 1,637 | 17,624 | SH | SOLE | 7,996 | 0 | 9,628 | ||
DEXCOM INC | COM | 252131107 | 18,057 | 220,473 | SH | SOLE | 198,619 | 0 | 21,854 | ||
DISCOVER FINANCIAL SVCS INC | COM | 254709108 | 25,413 | 473,950 | SH | SOLE | 349,400 | 0 | 124,550 | ||
DISNEY (WALT) CO | COM | 254687106 | 47,303 | 450,159 | SH | SOLE | 333,065 | 0 | 117,094 | ||
DUN & BRADSTREET CORP | COM | 26483E100 | 720 | 6,925 | SH | SOLE | 6,085 | 0 | 840 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 7,506 | 124,215 | SH | SOLE | 121,780 | 0 | 2,435 | ||
EASTGROUP PROPERTIES | REIT | 277276101 | 7,884 | 141,780 | SH | SOLE | 120,245 | 0 | 21,535 | ||
ECOLAB INC | COM | 278865100 | 43,459 | 379,950 | SH | SOLE | 281,563 | 0 | 98,387 | ||
EL PASO ELECTRIC CO | COM | 283677854 | 7,992 | 207,596 | SH | SOLE | 176,317 | 0 | 31,279 | ||
ELLIE MAE INC | COM | 28849P100 | 3,303 | 54,842 | SH | SOLE | 46,532 | 0 | 8,310 | ||
EMC CORP/MA | COM | 268648102 | 571 | 22,241 | SH | SOLE | 9,885 | 0 | 12,356 | ||
ENDURANCE SPECIALTY HOLDINGS | COM | G30397106 | 5,025 | 78,530 | SH | SOLE | 67,020 | 0 | 11,510 | ||
ENERGEN CORP | COM | 29265N108 | 18,584 | 453,380 | SH | SOLE | 417,550 | 0 | 35,830 | ||
ENERSYS INC | COM | 29275Y102 | 3,033 | 54,224 | SH | SOLE | 45,885 | 0 | 8,339 | ||
EOG RESOURCES INC | COM | 26875P101 | 26,376 | 372,598 | SH | SOLE | 274,143 | 0 | 98,455 | ||
EQUITY COMMONWEALTH | REIT | 294628102 | 3,529 | 127,280 | SH | SOLE | 107,520 | 0 | 19,760 | ||
ESSEX PROPERTY TRUST | REIT | 297178105 | 17,958 | 75,009 | SH | SOLE | 73,449 | 0 | 1,560 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 5,281 | 65,194 | SH | SOLE | 51,111 | 0 | 14,083 | ||
FACEBOOK INC | COM | 30303M102 | 839 | 8,020 | SH | SOLE | 3,640 | 0 | 4,380 | ||
FEDERAL REALTY INVESTMENT TR | REIT | 313747206 | 14,194 | 97,150 | SH | SOLE | 94,930 | 0 | 2,220 | ||
FIDELITY NATL FINL FNF GROUP | COM | 31620R303 | 9,190 | 265,080 | SH | SOLE | 259,430 | 0 | 5,650 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 79,776 | 1,207,626 | SH | SOLE | 960,751 | 0 | 246,875 | ||
FISERV INC | COM | 337738108 | 1,176 | 12,858 | SH | SOLE | 6,140 | 0 | 6,718 | ||
FORTINET INC | COM | 34959E109 | 3,387 | 108,667 | SH | SOLE | 106,389 | 0 | 2,278 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 20,858 | 471,256 | SH | SOLE | 429,688 | 0 | 41,568 | ||
GATX CORP | COM | 361448103 | 2,804 | 65,909 | SH | SOLE | 56,517 | 0 | 9,392 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 67,281 | 2,159,911 | SH | SOLE | 1,596,091 | 0 | 563,820 | ||
GENOMIC HEALTH INC | COM | 37244C101 | 213 | 6,059 | SH | SOLE | 0 | 0 | 6,059 | ||
GLOBAL PAYMENTS INC | COM | 37940X102 | 14,845 | 230,120 | SH | SOLE | 212,340 | 0 | 17,780 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,044 | 5,791 | SH | SOLE | 2,514 | 0 | 3,277 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 6,093 | 101,276 | SH | SOLE | 85,541 | 0 | 15,735 | ||
HARMAN INTERNATIONAL INDS | COM | 413086109 | 7,760 | 82,370 | SH | SOLE | 78,135 | 0 | 4,235 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 4,443 | 147,940 | SH | SOLE | 144,110 | 0 | 3,830 | ||
HELEN OF TROY LTD | COM | G4388N106 | 4,358 | 46,236 | SH | SOLE | 38,176 | 0 | 8,060 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 31,128 | 398,764 | SH | SOLE | 366,536 | 0 | 32,228 | ||
IDEX CORP | COM | 45167R104 | 8,203 | 107,080 | SH | SOLE | 91,202 | 0 | 15,878 | ||
IDEXX LABS INC | COM | 45168D104 | 9,863 | 135,260 | SH | SOLE | 128,720 | 0 | 6,540 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 57,099 | 616,084 | SH | SOLE | 455,920 | 0 | 160,164 | ||
ILLUMINA INC | COM | 452327109 | 10,553 | 54,977 | SH | SOLE | 52,532 | 0 | 2,445 | ||
INTEGRA LIFESCIENCES HLDGS | COM | 457985208 | 2,992 | 44,150 | SH | SOLE | 37,330 | 0 | 6,820 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 9,198 | 76,882 | SH | SOLE | 72,785 | 0 | 4,097 | ||
INTREXON CORP | COM | 46122T102 | 4,091 | 135,700 | SH | SOLE | 125,930 | 0 | 9,770 | ||
INVESTORS BANCORP INC | COM | 46146L101 | 21,953 | 1,764,700 | SH | SOLE | 1,664,090 | 0 | 100,610 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 3,739 | 41,939 | SH | SOLE | 34,789 | 0 | 7,150 | ||
ITT CORP | COM | 450911201 | 14,683 | 404,275 | SH | SOLE | 368,305 | 0 | 35,970 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 7,228 | 61,950 | SH | SOLE | 52,410 | 0 | 9,540 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,072 | 20,175 | SH | SOLE | 9,410 | 0 | 10,765 | ||
KIRBY CORP | COM | 497266106 | 3,692 | 70,158 | SH | SOLE | 68,478 | 0 | 1,680 | ||
LIBBEY INC | COM | 529898108 | 3,771 | 176,885 | SH | SOLE | 150,032 | 0 | 26,853 | ||
LIFEPOINT HEALTH INC | COM | 53219L109 | 11,948 | 162,783 | SH | SOLE | 137,728 | 0 | 25,055 | ||
LILLY (ELI) & CO | COM | 532457108 | 29,723 | 352,750 | SH | SOLE | 263,800 | 0 | 88,950 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 5,501 | 106,014 | SH | SOLE | 90,054 | 0 | 15,960 | ||
LITTELFUSE INC | COM | 537008104 | 5,821 | 54,396 | SH | SOLE | 46,112 | 0 | 8,284 | ||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 13,004 | 196,530 | SH | SOLE | 178,160 | 0 | 18,370 | ||
MARKEL CORP | COM | 570535104 | 24,318 | 27,529 | SH | SOLE | 26,313 | 0 | 1,216 | ||
MAXIMUS INC | COM | 577933104 | 10,906 | 193,884 | SH | SOLE | 174,650 | 0 | 19,234 | ||
MCKESSON CORP | COM | 58155Q103 | 665 | 3,370 | SH | SOLE | 1,465 | 0 | 1,905 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 13,653 | 276,985 | SH | SOLE | 246,474 | 0 | 30,511 | ||
MERCK & CO | COM | 58933Y105 | 1,060 | 20,060 | SH | SOLE | 8,760 | 0 | 11,300 | ||
METHANEX CORP | COM | 59151K108 | 2,721 | 82,441 | SH | SOLE | 70,317 | 0 | 12,124 | ||
MICROSOFT CORP | COM | 594918104 | 48,931 | 881,952 | SH | SOLE | 650,136 | 0 | 231,816 | ||
MID-AMERICA APT CMNTYS INC | REIT | 59522J103 | 12,009 | 132,241 | SH | SOLE | 112,151 | 0 | 20,090 | ||
MKS INSTRUMENTS INC | COM | 55306N104 | 5,304 | 147,340 | SH | SOLE | 124,440 | 0 | 22,900 | ||
MULTI-COLOR CORP | COM | 625383104 | 6,235 | 104,255 | SH | SOLE | 88,205 | 0 | 16,050 | ||
NEOGEN CORP | COM | 640491106 | 8,325 | 147,291 | SH | SOLE | 125,416 | 0 | 21,875 | ||
NEWMARKET CORP | COM | 651587107 | 18,629 | 48,931 | SH | SOLE | 44,958 | 0 | 3,973 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,123 | 10,806 | SH | SOLE | 5,095 | 0 | 5,711 | ||
NVR INC | COM | 62944T105 | 12,447 | 7,576 | SH | SOLE | 7,423 | 0 | 153 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 48,322 | 714,719 | SH | SOLE | 527,440 | 0 | 187,279 | ||
OLD DOMINION FREIGHT | COM | 679580100 | 6,157 | 104,238 | SH | SOLE | 102,020 | 0 | 2,218 | ||
OMNICELL INC | COM | 68213N109 | 6,672 | 214,683 | SH | SOLE | 183,888 | 0 | 30,795 | ||
PACWEST BANCORP | COM | 695263103 | 7,400 | 171,686 | SH | SOLE | 144,549 | 0 | 27,137 | ||
POLYONE CORP | COM | 73179P106 | 4,036 | 127,069 | SH | SOLE | 104,564 | 0 | 22,505 | ||
PROOFPOINT INC | COM | 743424103 | 14,343 | 220,630 | SH | SOLE | 198,741 | 0 | 21,889 | ||
PTC INC | COM | 69370C100 | 3,516 | 101,532 | SH | SOLE | 85,912 | 0 | 15,620 | ||
QUINTILES TRANSNATIONAL HLDG | COM | 74876Y101 | 3,699 | 53,870 | SH | SOLE | 52,720 | 0 | 1,150 | ||
REDWOOD TRUST INC | REIT | 758075402 | 8,458 | 640,762 | SH | SOLE | 547,450 | 0 | 93,312 | ||
REGIONS FINANCIAL CORP | COM | 7591EP100 | 586 | 60,990 | SH | SOLE | 26,490 | 0 | 34,500 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 44,142 | 232,585 | SH | SOLE | 172,129 | 0 | 60,456 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 6,215 | 141,063 | SH | SOLE | 139,513 | 0 | 1,550 | ||
RUBY TUESDAY INC | COM | 781182100 | 3,811 | 691,727 | SH | SOLE | 587,773 | 0 | 103,954 | ||
SCHLUMBERGER LTD | COM | 806857108 | 417 | 5,980 | SH | SOLE | 2,600 | 0 | 3,380 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 44,705 | 1,357,588 | SH | SOLE | 1,007,298 | 0 | 350,290 | ||
SEATTLE GENETICS INC | COM | 812578102 | 7,876 | 175,501 | SH | SOLE | 161,448 | 0 | 14,053 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 14,780 | 235,283 | SH | SOLE | 210,753 | 0 | 24,530 | ||
SHORETEL INC | COM | 825211105 | 4,998 | 564,783 | SH | SOLE | 474,583 | 0 | 90,200 | ||
SIMON PROPERTY GROUP INC | REIT | 828806109 | 1,102 | 5,670 | SH | SOLE | 2,460 | 0 | 3,210 | ||
SNAP-ON INC | COM | 833034101 | 38,655 | 225,487 | SH | SOLE | 204,541 | 0 | 20,946 | ||
STARBUCKS CORP | COM | 855244109 | 34,259 | 570,690 | SH | SOLE | 423,310 | 0 | 147,380 | ||
STERICYCLE INC | COM | 858912108 | 54,601 | 452,748 | SH | SOLE | 365,732 | 0 | 87,016 | ||
STERIS PLC | COM | G84720104 | 14,077 | 186,845 | SH | SOLE | 157,225 | 0 | 29,620 | ||
STEWART INFORMATION SERVICES | COM | 860372101 | 5,145 | 137,830 | SH | SOLE | 116,800 | 0 | 21,030 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 14,951 | 352,946 | SH | SOLE | 323,761 | 0 | 29,185 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 12,490 | 927,233 | SH | SOLE | 865,706 | 0 | 61,527 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 21,790 | 183,263 | SH | SOLE | 167,093 | 0 | 16,170 | ||
TABLEAU SOFTWARE INC | COM | 87336U105 | 5,989 | 63,562 | SH | SOLE | 62,195 | 0 | 1,367 | ||
TARGET CORP | COM | 87612E106 | 1,033 | 14,230 | SH | SOLE | 6,195 | 0 | 8,035 | ||
TE CONNECTIVITY LTD | COM | H84989104 | 21,992 | 340,380 | SH | SOLE | 254,480 | 0 | 85,900 | ||
TELEFLEX INC | COM | 879369106 | 18,173 | 138,250 | SH | SOLE | 135,310 | 0 | 2,940 | ||
TENNECO INC | COM | 880349105 | 5,511 | 120,030 | SH | SOLE | 101,680 | 0 | 18,350 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 41,660 | 293,690 | SH | SOLE | 216,515 | 0 | 77,175 | ||
TORCHMARK CORP | COM | 891027104 | 12,580 | 220,083 | SH | SOLE | 215,536 | 0 | 4,547 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 33,545 | 392,341 | SH | SOLE | 353,577 | 0 | 38,764 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 17,291 | 806,128 | SH | SOLE | 735,221 | 0 | 70,907 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 22,270 | 127,751 | SH | SOLE | 116,942 | 0 | 10,809 | ||
UGI CORP | COM | 902681105 | 31,964 | 946,815 | SH | SOLE | 867,150 | 0 | 79,665 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 7,230 | 36,979 | SH | SOLE | 36,183 | 0 | 796 | ||
UNDER ARMOUR INC | COM | 904311107 | 13,855 | 171,873 | SH | SOLE | 164,031 | 0 | 7,842 | ||
UNION PACIFIC CORP | COM | 907818108 | 1,093 | 13,982 | SH | SOLE | 6,450 | 0 | 7,532 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 6,641 | 97,139 | SH | SOLE | 81,554 | 0 | 15,585 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 13,666 | 114,369 | SH | SOLE | 111,928 | 0 | 2,441 | ||
VAIL RESORTS INC | COM | 91879Q109 | 15,905 | 124,270 | SH | SOLE | 110,980 | 0 | 13,290 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,185 | 25,642 | SH | SOLE | 11,740 | 0 | 13,902 | ||
VF CORP | COM | 918204108 | 39,461 | 633,919 | SH | SOLE | 470,619 | 0 | 163,300 | ||
VISA INC | COM | 92826C839 | 31,827 | 410,407 | SH | SOLE | 302,675 | 0 | 107,732 | ||
WABTEC CORP | COM | 929740108 | 4,817 | 67,735 | SH | SOLE | 66,515 | 0 | 1,220 | ||
WELLS FARGO & CO | COM | 949746101 | 1,558 | 28,663 | SH | SOLE | 12,695 | 0 | 15,968 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 27,297 | 453,285 | SH | SOLE | 415,725 | 0 | 37,560 | ||
WHIRLPOOL CORP | COM | 963320106 | 22,332 | 152,050 | SH | SOLE | 113,805 | 0 | 38,245 | ||
WILLIAMS-SONOMA INC | COM | 969904101 | 9,454 | 161,849 | SH | SOLE | 158,402 | 0 | 3,447 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 5,004 | 299,473 | SH | SOLE | 253,145 | 0 | 46,328 | ||
ZOETIS INC | COM | 98978V103 | 52,701 | 1,099,777 | SH | SOLE | 824,796 | 0 | 274,981 |