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 |
ABIOMED INC | COM | 003654100 | 3,274 | 34,530 | SH | SOLE | 28,160 | 0 | 6,370 | ||
ABM INDUSTRIES INC | COM | 000957100 | 1,735 | 53,710 | SH | SOLE | 45,380 | 0 | 8,330 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 11,458 | 207,920 | SH | SOLE | 177,515 | 0 | 30,405 | ||
ACADIA REALTY TRUST | REIT | 004239109 | 25,166 | 716,360 | SH | SOLE | 659,460 | 0 | 56,900 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 23,956 | 109,820 | SH | SOLE | 99,967 | 0 | 9,853 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 209 | 2,230 | SH | SOLE | 2,230 | 0 | 0 | ||
ALCOA INC | COM | 013817101 | 186 | 19,410 | SH | SOLE | 19,410 | 0 | 0 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 7,077 | 192,935 | SH | SOLE | 183,672 | 0 | 9,263 | ||
ALEXANDRIA R E EQUITIES INC | REIT | 015271109 | 26,794 | 294,796 | SH | SOLE | 266,755 | 0 | 28,041 | ||
ALLEGHANY CORP | COM | 017175100 | 12,060 | 24,305 | SH | SOLE | 22,128 | 0 | 2,177 | ||
ALPHABET INC | COM | 02079K107 | 14,274 | 19,161 | SH | SOLE | 14,838 | 0 | 4,323 | ||
ALPHABET INC | COM | 02079K305 | 31,291 | 41,016 | SH | SOLE | 30,403 | 0 | 10,613 | ||
AMAZON.COM INC | COM | 023135106 | 466 | 785 | SH | SOLE | 674 | 0 | 111 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 36,187 | 514,238 | SH | SOLE | 464,778 | 0 | 49,460 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 200 | 2,312 | SH | SOLE | 0 | 0 | 2,312 | ||
AMETEK INC | COM | 031100100 | 9,453 | 189,138 | SH | SOLE | 182,570 | 0 | 6,568 | ||
AMPHENOL CORP | COM | 032095101 | 425 | 7,344 | SH | SOLE | 6,172 | 0 | 1,172 | ||
AON PLC | COM | G0408V102 | 457 | 4,380 | SH | SOLE | 4,380 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 29,538 | 271,013 | SH | SOLE | 204,323 | 0 | 66,690 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 6,191 | 142,656 | SH | SOLE | 121,121 | 0 | 21,535 | ||
APTARGROUP INC | COM | 038336103 | 10,343 | 131,906 | SH | SOLE | 112,220 | 0 | 19,686 | ||
ARCHER-DANIELS-MIDLAND CO | COM | 039483102 | 339 | 9,340 | SH | SOLE | 9,340 | 0 | 0 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 8,503 | 148,165 | SH | SOLE | 126,069 | 0 | 22,096 | ||
AVALONBAY COMMUNITIES INC | REIT | 053484101 | 288 | 1,516 | SH | SOLE | 1,516 | 0 | 0 | ||
AZZ INC | COM | 002474104 | 3,063 | 54,110 | SH | SOLE | 44,610 | 0 | 9,500 | ||
BANKUNITED INC | COM | 06652K103 | 10,090 | 292,960 | SH | SOLE | 249,250 | 0 | 43,710 | ||
BANNER CORP | COM | 06652V208 | 9,923 | 236,040 | SH | SOLE | 200,330 | 0 | 35,710 | ||
BARNES GROUP INC | COM | 067806109 | 5,906 | 168,600 | SH | SOLE | 161,990 | 0 | 6,610 | ||
BEMIS CO INC | COM | 081437105 | 12,348 | 238,480 | SH | SOLE | 229,580 | 0 | 8,900 | ||
BLACK HILLS CORP | COM | 092113109 | 10,148 | 168,767 | SH | SOLE | 142,069 | 0 | 26,698 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 30,014 | 1,595,616 | SH | SOLE | 1,201,006 | 0 | 394,610 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 528 | 8,270 | SH | SOLE | 8,270 | 0 | 0 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 48,662 | 1,398,740 | SH | SOLE | 1,046,931 | 0 | 351,809 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 24,152 | 163,057 | SH | SOLE | 147,038 | 0 | 16,019 | ||
CALIFORNIA RESOURCES CORP | COM | 13057Q107 | 68 | 66,057 | SH | SOLE | 49,765 | 0 | 16,292 | ||
CAMBREX CORP | COM | 132011107 | 13,645 | 310,112 | SH | SOLE | 281,282 | 0 | 28,830 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 9,514 | 133,330 | SH | SOLE | 120,790 | 0 | 12,540 | ||
CARLISLE COS INC | COM | 142339100 | 16,535 | 166,183 | SH | SOLE | 159,670 | 0 | 6,513 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 5,609 | 163,851 | SH | SOLE | 140,094 | 0 | 23,757 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 15,045 | 486,564 | SH | SOLE | 437,098 | 0 | 49,466 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 31,550 | 278,414 | SH | SOLE | 246,624 | 0 | 31,790 | ||
CEPHEID INC | COM | 15670R107 | 6,710 | 201,153 | SH | SOLE | 182,312 | 0 | 18,841 | ||
CERNER CORP | COM | 156782104 | 21,914 | 413,790 | SH | SOLE | 310,040 | 0 | 103,750 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 21,294 | 231,001 | SH | SOLE | 221,317 | 0 | 9,684 | ||
CITIGROUP INC | COM | 172967424 | 443 | 10,600 | SH | SOLE | 10,600 | 0 | 0 | ||
CMS ENERGY CORP | COM | 125896100 | 16,815 | 396,214 | SH | SOLE | 380,134 | 0 | 16,080 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 639 | 9,040 | SH | SOLE | 9,040 | 0 | 0 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 13,571 | 453,567 | SH | SOLE | 386,381 | 0 | 67,186 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 6,103 | 101,560 | SH | SOLE | 85,920 | 0 | 15,640 | ||
COMCAST CORP | COM | 20030N101 | 44,578 | 729,830 | SH | SOLE | 547,755 | 0 | 182,075 | ||
COMERICA INC | COM | 200340107 | 6,450 | 170,331 | SH | SOLE | 163,553 | 0 | 6,778 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 451 | 2,865 | SH | SOLE | 2,865 | 0 | 0 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 11,922 | 216,323 | SH | SOLE | 196,362 | 0 | 19,961 | ||
CURTISS-WRIGHT CORP | COM | 231561101 | 10,348 | 136,747 | SH | SOLE | 116,168 | 0 | 20,579 | ||
CVS HEALTH CORP | COM | 126650100 | 67,653 | 652,207 | SH | SOLE | 488,948 | 0 | 163,259 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 17,820 | 2,057,729 | SH | SOLE | 1,869,594 | 0 | 188,135 | ||
DANAHER CORP | COM | 235851102 | 759 | 7,996 | SH | SOLE | 7,996 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 14,343 | 211,213 | SH | SOLE | 190,649 | 0 | 20,564 | ||
DISCOVER FINANCIAL SVCS INC | COM | 254709108 | 282 | 5,540 | SH | SOLE | 5,540 | 0 | 0 | ||
DISNEY (WALT) CO | COM | 254687106 | 44,193 | 445,005 | SH | SOLE | 334,435 | 0 | 110,570 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 9,108 | 129,915 | SH | SOLE | 124,655 | 0 | 5,260 | ||
EASTGROUP PROPERTIES | REIT | 277276101 | 8,559 | 141,780 | SH | SOLE | 120,245 | 0 | 21,535 | ||
ECOLAB INC | COM | 278865100 | 41,946 | 376,129 | SH | SOLE | 281,435 | 0 | 94,694 | ||
EL PASO ELECTRIC CO | COM | 283677854 | 9,066 | 197,606 | SH | SOLE | 166,327 | 0 | 31,279 | ||
ELLIE MAE INC | COM | 28849P100 | 4,971 | 54,842 | SH | SOLE | 46,532 | 0 | 8,310 | ||
EMC CORP/MA | COM | 268648102 | 263 | 9,885 | SH | SOLE | 9,885 | 0 | 0 | ||
ENDURANCE SPECIALTY HOLDINGS | COM | G30397106 | 5,131 | 78,530 | SH | SOLE | 67,020 | 0 | 11,510 | ||
ENERGEN CORP | COM | 29265N108 | 16,651 | 455,070 | SH | SOLE | 414,230 | 0 | 40,840 | ||
ENERSYS INC | COM | 29275Y102 | 3,021 | 54,224 | SH | SOLE | 45,885 | 0 | 8,339 | ||
EOG RESOURCES INC | COM | 26875P101 | 26,561 | 365,948 | SH | SOLE | 275,813 | 0 | 90,135 | ||
EQUITY COMMONWEALTH | REIT | 294628102 | 14,255 | 505,148 | SH | SOLE | 457,628 | 0 | 47,520 | ||
ESSEX PROPERTY TRUST | REIT | 297178105 | 13,465 | 57,579 | SH | SOLE | 55,232 | 0 | 2,347 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 4,002 | 62,460 | SH | SOLE | 49,787 | 0 | 12,673 | ||
EXPONENT INC | COM | 30214U102 | 3,822 | 74,930 | SH | SOLE | 63,250 | 0 | 11,680 | ||
FACEBOOK INC | COM | 30303M102 | 415 | 3,640 | SH | SOLE | 3,640 | 0 | 0 | ||
FACTSET RESEARCH SYSTEMS INC | COM | 303075105 | 4,366 | 28,810 | SH | SOLE | 27,650 | 0 | 1,160 | ||
FEDERAL REALTY INVESTMENT TR | REIT | 313747206 | 15,187 | 97,320 | SH | SOLE | 93,220 | 0 | 4,100 | ||
FIDELITY NATL FINL FNF GROUP | COM | 31620R303 | 9,001 | 265,520 | SH | SOLE | 255,020 | 0 | 10,500 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 80,249 | 1,204,216 | SH | SOLE | 960,551 | 0 | 243,665 | ||
FISERV INC | COM | 337738108 | 24,269 | 236,590 | SH | SOLE | 178,110 | 0 | 58,480 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 13,385 | 273,771 | SH | SOLE | 248,103 | 0 | 25,668 | ||
GATX CORP | COM | 361448103 | 3,809 | 80,179 | SH | SOLE | 67,707 | 0 | 12,472 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 70,838 | 2,228,313 | SH | SOLE | 1,672,410 | 0 | 555,903 | ||
GLOBAL PAYMENTS INC | COM | 37940X102 | 15,025 | 230,090 | SH | SOLE | 209,840 | 0 | 20,250 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 448 | 2,854 | SH | SOLE | 2,854 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,518 | 101,276 | SH | SOLE | 85,541 | 0 | 15,735 | ||
HARMAN INTERNATIONAL INDS | COM | 413086109 | 7,112 | 79,870 | SH | SOLE | 76,755 | 0 | 3,115 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 6,414 | 193,940 | SH | SOLE | 185,060 | 0 | 8,880 | ||
HELEN OF TROY LTD | COM | G4388N106 | 5,535 | 53,376 | SH | SOLE | 45,076 | 0 | 8,300 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 33,798 | 399,650 | SH | SOLE | 361,907 | 0 | 37,743 | ||
IDEX CORP | COM | 45167R104 | 8,875 | 107,080 | SH | SOLE | 91,202 | 0 | 15,878 | ||
IDEXX LABS INC | COM | 45168D104 | 10,325 | 131,831 | SH | SOLE | 125,990 | 0 | 5,841 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 39,126 | 381,945 | SH | SOLE | 285,960 | 0 | 95,985 | ||
ILLUMINA INC | COM | 452327109 | 9,570 | 59,035 | SH | SOLE | 56,176 | 0 | 2,859 | ||
INTEGRA LIFESCIENCES HLDGS | COM | 457985208 | 3,720 | 55,220 | SH | SOLE | 47,640 | 0 | 7,580 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 7,870 | 69,172 | SH | SOLE | 61,010 | 0 | 8,162 | ||
INTREXON CORP | COM | 46122T102 | 4,633 | 136,720 | SH | SOLE | 124,520 | 0 | 12,200 | ||
INVESTORS BANCORP INC | COM | 46146L101 | 20,949 | 1,799,700 | SH | SOLE | 1,675,260 | 0 | 124,440 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 4,187 | 103,380 | SH | SOLE | 93,630 | 0 | 9,750 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 4,029 | 41,939 | SH | SOLE | 34,789 | 0 | 7,150 | ||
ITT CORP | COM | 450911201 | 15,754 | 427,045 | SH | SOLE | 384,580 | 0 | 42,465 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 6,708 | 61,950 | SH | SOLE | 52,410 | 0 | 9,540 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,061 | 9,802 | SH | SOLE | 8,390 | 0 | 1,412 | ||
KIRBY CORP | COM | 497266106 | 5,182 | 85,958 | SH | SOLE | 82,473 | 0 | 3,485 | ||
LIBBEY INC | COM | 529898108 | 3,290 | 176,885 | SH | SOLE | 150,032 | 0 | 26,853 | ||
LIFEPOINT HEALTH INC | COM | 53219L109 | 11,269 | 162,723 | SH | SOLE | 137,668 | 0 | 25,055 | ||
LILLY (ELI) & CO | COM | 532457108 | 32,906 | 456,970 | SH | SOLE | 342,090 | 0 | 114,880 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 6,201 | 105,874 | SH | SOLE | 89,914 | 0 | 15,960 | ||
LITTELFUSE INC | COM | 537008104 | 6,688 | 54,326 | SH | SOLE | 46,042 | 0 | 8,284 | ||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 12,231 | 215,070 | SH | SOLE | 192,820 | 0 | 22,250 | ||
MARKEL CORP | COM | 570535104 | 24,355 | 27,317 | SH | SOLE | 26,063 | 0 | 1,254 | ||
MAXIMUS INC | COM | 577933104 | 10,206 | 193,884 | SH | SOLE | 173,170 | 0 | 20,714 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 10,509 | 271,475 | SH | SOLE | 244,029 | 0 | 27,446 | ||
MERCK & CO | COM | 58933Y105 | 463 | 8,760 | SH | SOLE | 8,870 | 0 | 0 | ||
METHANEX CORP | COM | 59151K108 | 2,648 | 82,441 | SH | SOLE | 70,317 | 0 | 12,124 | ||
MICROSOFT CORP | COM | 594918104 | 48,074 | 870,428 | SH | SOLE | 654,185 | 0 | 216,243 | ||
MID-AMERICA APT CMNTYS INC | REIT | 59522J103 | 8,553 | 83,681 | SH | SOLE | 70,681 | 0 | 13,000 | ||
MKS INSTRUMENTS INC | COM | 55306N104 | 5,538 | 147,100 | SH | SOLE | 124,200 | 0 | 22,900 | ||
MONRO MUFFLER BRAKE INC | COM | 610236101 | 3,536 | 49,470 | SH | SOLE | 42,630 | 0 | 6,840 | ||
MULTI-COLOR CORP | COM | 625383104 | 5,562 | 104,255 | SH | SOLE | 88,205 | 0 | 16,050 | ||
NATIONAL HEALTH INVESTORS | REIT | 63633D104 | 14,712 | 221,168 | SH | SOLE | 200,295 | 0 | 20,873 | ||
NEOGEN CORP | COM | 640491106 | 7,597 | 150,881 | SH | SOLE | 129,006 | 0 | 21,875 | ||
NEWMARKET CORP | COM | 651587107 | 19,615 | 49,501 | SH | SOLE | 45,040 | 0 | 4,461 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 603 | 5,095 | SH | SOLE | 5,095 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 11,548 | 6,666 | SH | SOLE | 6,383 | 0 | 283 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 48,288 | 705,650 | SH | SOLE | 531,620 | 0 | 174,030 | ||
OLD DOMINION FREIGHT | COM | 679580100 | 7,269 | 104,408 | SH | SOLE | 100,292 | 0 | 4,116 | ||
OMNICELL INC | COM | 68213N109 | 5,979 | 214,543 | SH | SOLE | 183,748 | 0 | 30,795 | ||
PACWEST BANCORP | COM | 695263103 | 6,378 | 171,686 | SH | SOLE | 144,549 | 0 | 27,137 | ||
POLYONE CORP | COM | 73179P106 | 3,837 | 126,839 | SH | SOLE | 104,334 | 0 | 22,505 | ||
PROOFPOINT INC | COM | 743424103 | 10,952 | 203,650 | SH | SOLE | 183,660 | 0 | 19,990 | ||
PTC INC | COM | 69370C100 | 3,367 | 101,532 | SH | SOLE | 85,912 | 0 | 15,620 | ||
QUINTILES TRANSNATIONAL HLDG | COM | 74876Y101 | 5,062 | 77,750 | SH | SOLE | 74,590 | 0 | 3,160 | ||
REDWOOD TRUST INC | REIT | 758075402 | 4,808 | 367,612 | SH | SOLE | 310,480 | 0 | 57,132 | ||
REGIONS FINANCIAL CORP | COM | 7591EP100 | 208 | 26,490 | SH | SOLE | 26,490 | 0 | 0 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 41,989 | 229,737 | SH | SOLE | 172,217 | 0 | 57,520 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 27,480 | 334,510 | SH | SOLE | 250,400 | 0 | 84,110 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 6,687 | 141,283 | SH | SOLE | 137,188 | 0 | 4,095 | ||
RUBY TUESDAY INC | COM | 781182100 | 3,696 | 687,079 | SH | SOLE | 583,125 | 0 | 103,954 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 37,759 | 1,347,561 | SH | SOLE | 1,008,645 | 0 | 338,916 | ||
SEATTLE GENETICS INC | COM | 812578102 | 6,162 | 175,611 | SH | SOLE | 159,929 | 0 | 15,682 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 16,882 | 266,023 | SH | SOLE | 238,643 | 0 | 27,380 | ||
SHORETEL INC | COM | 825211105 | 4,195 | 563,793 | SH | SOLE | 473,593 | 0 | 90,200 | ||
SIMON PROPERTY GROUP INC | REIT | 828806109 | 511 | 2,460 | SH | SOLE | 2,460 | 0 | 0 | ||
SNAP-ON INC | COM | 833034101 | 26,006 | 165,657 | SH | SOLE | 149,688 | 0 | 15,969 | ||
STARBUCKS CORP | COM | 855244109 | 42,482 | 711,590 | SH | SOLE | 532,880 | 0 | 178,710 | ||
STERIS PLC | COM | G84720104 | 13,275 | 186,845 | SH | SOLE | 157,225 | 0 | 29,620 | ||
STEWART INFORMATION SERVICES | COM | 860372101 | 5,000 | 137,830 | SH | SOLE | 116,800 | 0 | 21,030 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 10,447 | 352,946 | SH | SOLE | 320,367 | 0 | 32,579 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 12,503 | 933,773 | SH | SOLE | 859,826 | 0 | 73,947 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 18,717 | 183,413 | SH | SOLE | 165,728 | 0 | 17,685 | ||
TABLEAU SOFTWARE INC | COM | 87336U105 | 2,916 | 63,562 | SH | SOLE | 61,022 | 0 | 2,540 | ||
TARGET CORP | COM | 87612E106 | 510 | 6,195 | SH | SOLE | 6,195 | 0 | 0 | ||
TELEFLEX INC | COM | 879369106 | 20,012 | 127,460 | SH | SOLE | 121,790 | 0 | 5,670 | ||
TENNECO INC | COM | 880349105 | 6,178 | 119,930 | SH | SOLE | 101,580 | 0 | 18,350 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 47,426 | 334,950 | SH | SOLE | 251,875 | 0 | 83,075 | ||
TORCHMARK CORP | COM | 891027104 | 8,107 | 149,687 | SH | SOLE | 143,568 | 0 | 6,119 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 35,125 | 388,291 | SH | SOLE | 351,150 | 0 | 37,141 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 19,713 | 794,876 | SH | SOLE | 725,530 | 0 | 69,346 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 17,205 | 133,779 | SH | SOLE | 121,573 | 0 | 12,206 | ||
UGI CORP | COM | 902681105 | 38,179 | 947,605 | SH | SOLE | 859,296 | 0 | 88,309 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 8,131 | 42,019 | SH | SOLE | 40,334 | 0 | 1,685 | ||
UNDER ARMOUR INC | COM | 904311107 | 14,340 | 169,039 | SH | SOLE | 160,978 | 0 | 8,061 | ||
UNION PACIFIC CORP | COM | 907818108 | 583 | 7,326 | SH | SOLE | 5,830 | 0 | 1,496 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 8,331 | 97,079 | SH | SOLE | 81,494 | 0 | 15,585 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 14,288 | 114,559 | SH | SOLE | 110,024 | 0 | 4,535 | ||
VAIL RESORTS INC | COM | 91879Q109 | 17,678 | 132,220 | SH | SOLE | 117,556 | 0 | 14,664 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 548 | 10,130 | SH | SOLE | 10,130 | 0 | 0 | ||
VF CORP | COM | 918204108 | 31,760 | 490,419 | SH | SOLE | 368,360 | 0 | 122,059 | ||
VISA INC | COM | 92826C839 | 34,027 | 444,915 | SH | SOLE | 333,204 | 0 | 111,711 | ||
WABTEC CORP | COM | 929740108 | 5,379 | 67,835 | SH | SOLE | 65,565 | 0 | 2,270 | ||
WELLS FARGO & CO | COM | 949746101 | 33,005 | 682,485 | SH | SOLE | 514,445 | 0 | 168,040 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 32,236 | 465,025 | SH | SOLE | 421,930 | 0 | 43,095 | ||
WILLIAMS-SONOMA INC | COM | 969904101 | 8,873 | 162,099 | SH | SOLE | 155,697 | 0 | 6,402 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 5,483 | 297,671 | SH | SOLE | 251,343 | 0 | 46,328 | ||
ZOETIS INC | COM | 98978V103 | 48,938 | 1,103,947 | SH | SOLE | 828,966 | 0 | 274,981 |