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 | 4,514 | 35,106 | SH | SOLE | 28,276 | 0 | 6,830 | ||
ABM INDUSTRIES INC | COM | 000957100 | 1,962 | 49,425 | SH | SOLE | 41,095 | 0 | 8,330 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 6,760 | 136,424 | SH | SOLE | 113,579 | 0 | 22,845 | ||
ACADIA REALTY TRUST | COM | 004239109 | 19,650 | 542,216 | SH | SOLE | 475,566 | 0 | 66,650 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 21,894 | 82,743 | SH | SOLE | 72,890 | 0 | 9,853 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 1,241 | 32,310 | SH | SOLE | 23,047 | 0 | 9,263 | ||
ALEXANDRIA R E EQUITIES INC | COM | 015271109 | 23,887 | 219,606 | SH | SOLE | 191,565 | 0 | 28,041 | ||
ALLEGHANY CORP | COM | 017175100 | 4,247 | 8,089 | SH | SOLE | 7,549 | 0 | 540 | ||
ALPHABET INC | COM | 02079K107 | 8,190 | 10,537 | SH | SOLE | 7,734 | 0 | 2,803 | ||
ALPHABET INC | COM | 02079K305 | 33,373 | 41,506 | SH | SOLE | 30,893 | 0 | 10,613 | ||
AMAZON.COM INC | COM | 023135106 | 657 | 785 | SH | SOLE | 674 | 0 | 111 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 28,668 | 382,246 | SH | SOLE | 332,786 | 0 | 49,460 | ||
AMETEK INC | COM | 031100100 | 5,003 | 104,713 | SH | SOLE | 98,145 | 0 | 6,568 | ||
AMPHENOL CORP | COM | 032095101 | 510 | 7,854 | SH | SOLE | 6,682 | 0 | 1,172 | ||
AON PLC | COM | G0408V102 | 493 | 4,380 | SH | SOLE | 4,380 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 29,468 | 260,663 | SH | SOLE | 193,973 | 0 | 66,690 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 6,388 | 136,668 | SH | SOLE | 115,133 | 0 | 21,535 | ||
APTARGROUP INC | COM | 038336103 | 9,747 | 125,918 | SH | SOLE | 106,232 | 0 | 19,686 | ||
ARCHER-DANIELS-MIDLAND CO | COM | 039483102 | 394 | 9,340 | SH | SOLE | 9,340 | 0 | 0 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 10,118 | 179,340 | SH | SOLE | 150,755 | 0 | 28,585 | ||
AVALONBAY COMMUNITIES INC | COM | 053484101 | 392 | 2,206 | SH | SOLE | 2,206 | 0 | 0 | ||
AZZ INC | COM | 002474104 | 4,586 | 70,266 | SH | SOLE | 58,776 | 0 | 11,490 | ||
BANC OF CALIFORNIA INC | COM | 05990K106 | 3,554 | 203,542 | SH | SOLE | 170,512 | 0 | 33,030 | ||
BANKUNITED INC | COM | 06652K103 | 8,367 | 277,060 | SH | SOLE | 233,350 | 0 | 43,710 | ||
BANNER CORP | COM | 06652V208 | 10,417 | 238,168 | SH | SOLE | 202,458 | 0 | 35,710 | ||
BARNES GROUP INC | COM | 067806109 | 4,224 | 104,170 | SH | SOLE | 97,560 | 0 | 6,610 | ||
BEMIS CO INC | COM | 081437105 | 6,920 | 135,650 | SH | SOLE | 126,750 | 0 | 8,900 | ||
BLACK HILLS CORP | COM | 092113109 | 9,658 | 157,761 | SH | SOLE | 131,063 | 0 | 26,698 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 28,769 | 1,208,796 | SH | SOLE | 897,846 | 0 | 310,950 | ||
BRIGHT HORIZONS FAMILY SOLTN | COM | 109194100 | 3,951 | 59,061 | SH | SOLE | 50,861 | 0 | 8,200 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 446 | 8,270 | SH | SOLE | 8,270 | 0 | 0 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 47,288 | 1,344,160 | SH | SOLE | 992,351 | 0 | 351,809 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 13,115 | 93,187 | SH | SOLE | 80,798 | 0 | 12,389 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 221 | 8,550 | SH | SOLE | 8,550 | 0 | 0 | ||
CAMBREX CORP | COM | 132011107 | 11,013 | 247,697 | SH | SOLE | 214,347 | 0 | 33,350 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 11,798 | 151,300 | SH | SOLE | 132,480 | 0 | 18,820 | ||
CARLISLE COS INC | COM | 142339100 | 10,399 | 101,388 | SH | SOLE | 94,875 | 0 | 6,513 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 7,865 | 190,612 | SH | SOLE | 159,455 | 0 | 31,157 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 13,409 | 330,097 | SH | SOLE | 289,501 | 0 | 40,596 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 22,390 | 186,350 | SH | SOLE | 162,410 | 0 | 23,940 | ||
CELGENE CORP | COM | 151020104 | 401 | 3,840 | SH | SOLE | 3,840 | 0 | 0 | ||
CERNER CORP | COM | 156782104 | 24,529 | 397,235 | SH | SOLE | 294,980 | 0 | 102,255 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 11,043 | 230,452 | SH | SOLE | 208,804 | 0 | 21,648 | ||
CISCO SYSTEMS INC | COM | 17275R102 | 361 | 11,390 | SH | SOLE | 11,390 | 0 | 0 | ||
CITIGROUP INC | COM | 172967424 | 568 | 12,020 | SH | SOLE | 12,020 | 0 | 0 | ||
CMS ENERGY CORP | COM | 125896100 | 8,102 | 192,859 | SH | SOLE | 176,779 | 0 | 16,080 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 10,613 | 324,372 | SH | SOLE | 269,856 | 0 | 54,516 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 5,437 | 95,827 | SH | SOLE | 80,187 | 0 | 15,640 | ||
COMCAST CORP | COM | 20030N101 | 50,504 | 761,290 | SH | SOLE | 564,025 | 0 | 197,265 | ||
COMERICA INC | COM | 200340107 | 3,585 | 75,766 | SH | SOLE | 70,048 | 0 | 5,718 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 437 | 2,865 | SH | SOLE | 2,865 | 0 | 0 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 10,263 | 142,664 | SH | SOLE | 122,703 | 0 | 19,961 | ||
CURTISS-WRIGHT CORP | COM | 231561101 | 15,877 | 174,264 | SH | SOLE | 151,475 | 0 | 22,789 | ||
CVS HEALTH CORP | COM | 126650100 | 55,828 | 627,351 | SH | SOLE | 464,092 | 0 | 163,259 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 13,574 | 1,116,279 | SH | SOLE | 967,754 | 0 | 148,525 | ||
DANAHER CORP | COM | 235851102 | 640 | 8,166 | SH | SOLE | 8,166 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 10,611 | 121,050 | SH | SOLE | 105,476 | 0 | 15,574 | ||
DISNEY (WALT) CO | COM | 254687106 | 36,153 | 389,325 | SH | SOLE | 288,895 | 0 | 100,430 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 6,256 | 80,935 | SH | SOLE | 75,675 | 0 | 5,260 | ||
EASTGROUP PROPERTIES | COM | 277276101 | 17,927 | 243,711 | SH | SOLE | 211,296 | 0 | 32,415 | ||
ECOLAB INC | COM | 278865100 | 44,043 | 361,839 | SH | SOLE | 267,145 | 0 | 94,694 | ||
ELLIE MAE INC | COM | 28849P100 | 5,489 | 52,130 | SH | SOLE | 43,820 | 0 | 8,310 | ||
ENDURANCE SPECIALTY HOLDINGS | COM | G30397106 | 5,544 | 84,701 | SH | SOLE | 71,921 | 0 | 12,780 | ||
ENERGEN CORP | COM | 29265N108 | 17,755 | 307,601 | SH | SOLE | 268,571 | 0 | 39,030 | ||
ENERSYS INC | COM | 29275Y102 | 5,679 | 82,074 | SH | SOLE | 68,625 | 0 | 13,449 | ||
EOG RESOURCES INC | COM | 26875P101 | 33,901 | 350,548 | SH | SOLE | 260,413 | 0 | 90,135 | ||
EQUITY COMMONWEALTH | COM | 294628102 | 14,543 | 481,252 | SH | SOLE | 421,262 | 0 | 59,990 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 5,200 | 68,384 | SH | SOLE | 53,521 | 0 | 14,863 | ||
EXPONENT INC | COM | 30214U102 | 5,016 | 98,232 | SH | SOLE | 82,042 | 0 | 16,190 | ||
FACEBOOK INC | COM | 30303M102 | 27,196 | 212,020 | SH | SOLE | 157,490 | 0 | 54,530 | ||
FACTSET RESEARCH SYSTEMS INC | COM | 303075105 | 2,722 | 16,790 | SH | SOLE | 15,630 | 0 | 1,160 | ||
FEDERAL REALTY INVESTMENT TR | COM | 313747206 | 8,606 | 55,910 | SH | SOLE | 51,810 | 0 | 4,100 | ||
FIDELITY NATL FINL FNF GROUP | COM | 31620R303 | 6,586 | 178,440 | SH | SOLE | 165,280 | 0 | 13,160 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 78,370 | 1,016,341 | SH | SOLE | 773,206 | 0 | 243,135 | ||
FISERV INC | COM | 337738108 | 22,673 | 227,940 | SH | SOLE | 169,460 | 0 | 58,480 | ||
FORTIVE CORP | COM | 34959J108 | 329 | 6,463 | SH | SOLE | 6,463 | 0 | 0 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 5,952 | 204,175 | SH | SOLE | 178,507 | 0 | 25,668 | ||
GARTNER INC | COM | 366651107 | 3,245 | 36,690 | SH | SOLE | 33,980 | 0 | 2,710 | ||
GATX CORP | COM | 361448103 | 3,813 | 85,580 | SH | SOLE | 71,618 | 0 | 13,962 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 70,934 | 2,394,803 | SH | SOLE | 1,772,570 | 0 | 622,233 | ||
GLOBAL PAYMENTS INC | COM | 37940X102 | 12,900 | 168,056 | SH | SOLE | 147,806 | 0 | 20,250 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 510 | 3,164 | SH | SOLE | 3,164 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,802 | 96,736 | SH | SOLE | 80,051 | 0 | 16,685 | ||
HARMAN INTERNATIONAL INDS | COM | 413086109 | 4,724 | 55,935 | SH | SOLE | 52,610 | 0 | 3,325 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 4,326 | 135,260 | SH | SOLE | 126,380 | 0 | 8,880 | ||
HELEN OF TROY LTD | COM | G4388N106 | 5,069 | 58,826 | SH | SOLE | 48,956 | 0 | 9,870 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 25,910 | 302,865 | SH | SOLE | 259,622 | 0 | 43,243 | ||
IDEX CORP | COM | 45167R104 | 9,585 | 102,433 | SH | SOLE | 86,555 | 0 | 15,878 | ||
IDEXX LABS INC | COM | 45168D104 | 7,634 | 67,722 | SH | SOLE | 62,475 | 0 | 5,247 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 34,287 | 286,105 | SH | SOLE | 210,970 | 0 | 75,135 | ||
ILLUMINA INC | COM | 452327109 | 4,274 | 23,528 | SH | SOLE | 21,676 | 0 | 1,852 | ||
INTEGRA LIFESCIENCES HLDGS | COM | 457985208 | 5,658 | 68,546 | SH | SOLE | 56,436 | 0 | 12,110 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 8,124 | 56,822 | SH | SOLE | 48,660 | 0 | 8,162 | ||
INTREXON CORP | COM | 46122T102 | 4,502 | 160,659 | SH | SOLE | 140,129 | 0 | 20,530 | ||
INVESTORS BANCORP INC | COM | 46146L101 | 16,481 | 1,372,245 | SH | SOLE | 1,226,965 | 0 | 145,280 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 3,440 | 93,890 | SH | SOLE | 81,790 | 0 | 12,100 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 3,150 | 38,253 | SH | SOLE | 31,103 | 0 | 7,150 | ||
ITT INC | COM | 45073V108 | 11,841 | 330,383 | SH | SOLE | 287,918 | 0 | 42,465 | ||
J & J SNACK FOODS CORP | COM | 466032109 | 7,662 | 64,320 | SH | SOLE | 53,600 | 0 | 10,720 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,158 | 9,802 | SH | SOLE | 8,390 | 0 | 1,412 | ||
KIRBY CORP | COM | 497266106 | 2,803 | 45,093 | SH | SOLE | 41,308 | 0 | 3,785 | ||
LIBBEY INC | COM | 529898108 | 3,201 | 179,346 | SH | SOLE | 150,223 | 0 | 29,123 | ||
LIFEPOINT HEALTH INC | COM | 53219L109 | 9,009 | 152,094 | SH | SOLE | 127,039 | 0 | 25,055 | ||
LILLY (ELI) & CO | COM | 532457108 | 35,243 | 439,110 | SH | SOLE | 324,230 | 0 | 114,880 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 6,350 | 101,401 | SH | SOLE | 85,441 | 0 | 15,960 | ||
LITTELFUSE INC | COM | 537008104 | 6,694 | 51,968 | SH | SOLE | 43,684 | 0 | 8,284 | ||
MANHATTAN ASSOCIATES INC | COM | 562750109 | 9,491 | 164,714 | SH | SOLE | 141,624 | 0 | 23,090 | ||
MARKEL CORP | COM | 570535104 | 12,967 | 13,962 | SH | SOLE | 12,771 | 0 | 1,191 | ||
MAXIMUS INC | COM | 577933104 | 8,754 | 154,781 | SH | SOLE | 134,067 | 0 | 20,714 | ||
METHANEX CORP | COM | 59151K108 | 985 | 27,614 | SH | SOLE | 15,490 | 0 | 12,124 | ||
MICROSOFT CORP | COM | 594918104 | 53,559 | 929,838 | SH | SOLE | 689,885 | 0 | 239,953 | ||
MID-AMERICA APT CMNTYS INC | COM | 59522J103 | 5,093 | 54,186 | SH | SOLE | 45,896 | 0 | 8,290 | ||
MKS INSTRUMENTS INC | COM | 55306N104 | 6,837 | 137,489 | SH | SOLE | 114,589 | 0 | 22,900 | ||
MONRO MUFFLER BRAKE INC | COM | 610236101 | 5,437 | 88,878 | SH | SOLE | 75,888 | 0 | 12,990 | ||
MULTI-COLOR CORP | COM | 625383104 | 3,690 | 55,915 | SH | SOLE | 46,555 | 0 | 9,360 | ||
NATIONAL HEALTH INVESTORS | COM | 63633D104 | 11,435 | 145,706 | SH | SOLE | 126,753 | 0 | 18,953 | ||
NEOGEN CORP | COM | 640491106 | 5,256 | 93,952 | SH | SOLE | 79,167 | 0 | 14,785 | ||
NEWMARKET CORP | COM | 651587107 | 15,257 | 35,538 | SH | SOLE | 31,077 | 0 | 4,461 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 623 | 5,095 | SH | SOLE | 5,095 | 0 | 0 | ||
NIKE INC | COM | 654106103 | 22,197 | 421,600 | SH | SOLE | 311,270 | 0 | 110,330 | ||
NUCOR CORP | COM | 670346105 | 305 | 6,160 | SH | SOLE | 6,160 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 6,225 | 3,796 | SH | SOLE | 3,513 | 0 | 283 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 49,535 | 679,300 | SH | SOLE | 505,270 | 0 | 174,030 | ||
OLD DOMINION FREIGHT | COM | 679580100 | 4,256 | 62,028 | SH | SOLE | 57,912 | 0 | 4,116 | ||
OMNICELL INC | COM | 68213N109 | 7,272 | 189,865 | SH | SOLE | 159,070 | 0 | 30,795 | ||
PACWEST BANCORP | COM | 695263103 | 6,899 | 160,775 | SH | SOLE | 133,638 | 0 | 27,137 | ||
POLYONE CORP | COM | 73179P106 | 4,094 | 121,079 | SH | SOLE | 95,444 | 0 | 25,635 | ||
PROOFPOINT INC | COM | 743424103 | 9,200 | 122,913 | SH | SOLE | 106,553 | 0 | 16,360 | ||
PTC INC | COM | 69370C100 | 8,200 | 185,054 | SH | SOLE | 154,874 | 0 | 30,180 | ||
REDWOOD TRUST INC | COM | 758075402 | 4,982 | 351,844 | SH | SOLE | 294,712 | 0 | 57,132 | ||
REGIONS FINANCIAL CORP | COM | 7591EP100 | 305 | 30,880 | SH | SOLE | 30,880 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 3,715 | 123,061 | SH | SOLE | 107,771 | 0 | 15,290 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 40,393 | 221,367 | SH | SOLE | 163,847 | 0 | 57,520 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 26,986 | 360,050 | SH | SOLE | 266,010 | 0 | 94,040 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 4,288 | 79,828 | SH | SOLE | 75,733 | 0 | 4,095 | ||
SEATTLE GENETICS INC | COM | 812578102 | 6,902 | 127,792 | SH | SOLE | 112,110 | 0 | 15,682 | ||
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 16,233 | 214,155 | SH | SOLE | 186,775 | 0 | 27,380 | ||
SHORETEL INC | COM | 825211105 | 3,714 | 464,219 | SH | SOLE | 374,019 | 0 | 90,200 | ||
SIMON PROPERTY GROUP INC | COM | 828806109 | 429 | 2,070 | SH | SOLE | 2,070 | 0 | 0 | ||
SNAP-ON INC | COM | 833034101 | 16,541 | 108,851 | SH | SOLE | 92,882 | 0 | 15,969 | ||
STARBUCKS CORP | COM | 855244109 | 37,139 | 685,980 | SH | SOLE | 507,270 | 0 | 178,710 | ||
STERIS PLC | COM | G84720104 | 13,032 | 178,271 | SH | SOLE | 148,651 | 0 | 29,620 | ||
STEWART INFORMATION SERVICES | COM | 860372101 | 7,749 | 174,320 | SH | SOLE | 143,020 | 0 | 31,300 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 7,867 | 204,594 | SH | SOLE | 172,755 | 0 | 31,839 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 11,866 | 662,927 | SH | SOLE | 588,930 | 0 | 73,997 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 16,724 | 151,298 | SH | SOLE | 131,813 | 0 | 19,485 | ||
TARGET CORP | COM | 87612E106 | 331 | 4,815 | SH | SOLE | 4,815 | 0 | 0 | ||
TELEFLEX INC | COM | 879369106 | 10,324 | 61,435 | SH | SOLE | 56,715 | 0 | 4,720 | ||
TENNECO INC | COM | 880349105 | 7,306 | 125,380 | SH | SOLE | 105,060 | 0 | 20,320 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 51,295 | 322,490 | SH | SOLE | 239,415 | 0 | 83,075 | ||
TORCHMARK CORP | COM | 891027104 | 1,411 | 22,092 | SH | SOLE | 15,973 | 0 | 6,119 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 21,015 | 312,028 | SH | SOLE | 271,297 | 0 | 40,731 | ||
TRIMBLE INC | COM | 896239100 | 9,043 | 316,641 | SH | SOLE | 276,862 | 0 | 39,779 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 17,767 | 103,761 | SH | SOLE | 89,655 | 0 | 14,106 | ||
UGI CORP | COM | 902681105 | 25,795 | 570,188 | SH | SOLE | 486,839 | 0 | 83,349 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 5,047 | 24,694 | SH | SOLE | 23,009 | 0 | 1,685 | ||
UNDER ARMOUR INC | COM | 904311107 | 4,280 | 110,649 | SH | SOLE | 102,588 | 0 | 8,061 | ||
UNION PACIFIC CORP | COM | 907818108 | 715 | 7,326 | SH | SOLE | 5,830 | 0 | 1,496 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 6,820 | 69,245 | SH | SOLE | 57,890 | 0 | 11,355 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 6,909 | 56,074 | SH | SOLE | 51,539 | 0 | 4,535 | ||
VAIL RESORTS INC | COM | 91879Q109 | 19,962 | 127,243 | SH | SOLE | 110,339 | 0 | 16,904 | ||
VALMONT INDUSTRIES INC | COM | 920253101 | 8,825 | 65,580 | SH | SOLE | 57,290 | 0 | 8,290 | ||
VANTIV INC | COM | 92210H105 | 4,436 | 78,830 | SH | SOLE | 72,800 | 0 | 6,030 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 527 | 10,130 | SH | SOLE | 10,130 | 0 | 0 | ||
VF CORP | COM | 918204108 | 18,144 | 323,719 | SH | SOLE | 239,550 | 0 | 84,169 | ||
VISA INC | COM | 92826C839 | 31,158 | 376,765 | SH | SOLE | 278,464 | 0 | 98,301 | ||
WABTEC CORP | COM | 929740108 | 3,054 | 37,400 | SH | SOLE | 35,130 | 0 | 2,270 | ||
WELLS FARGO & CO | COM | 949746101 | 33,683 | 760,685 | SH | SOLE | 566,435 | 0 | 194,250 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 27,990 | 375,709 | SH | SOLE | 326,910 | 0 | 48,799 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 6,353 | 275,839 | SH | SOLE | 229,511 | 0 | 46,328 | ||
ZOETIS INC | COM | 98978V103 | 55,213 | 1,061,587 | SH | SOLE | 786,606 | 0 | 274,981 |