0000950123-13-005968.txt : 20130812
0000950123-13-005968.hdr.sgml : 20130812
20130812115312
ACCESSION NUMBER: 0000950123-13-005968
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130630
FILED AS OF DATE: 20130812
DATE AS OF CHANGE: 20130812
EFFECTIVENESS DATE: 20130812
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Artisan Partners Limited Partnership
CENTRAL INDEX KEY: 0001466153
IRS NUMBER: 300551775
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13578
FILM NUMBER: 131028881
BUSINESS ADDRESS:
STREET 1: 875 E WISCONSIN AVE
STREET 2: STE 800
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: (414) 390-6100
MAIL ADDRESS:
STREET 1: 875 E WISCONSIN AVE
STREET 2: STE 800
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001466153
XXXXXXXX
06-30-2013
06-30-2013
Artisan Partners Limited Partnership
875 E WISCONSIN AVE
STE 800
MILWAUKEE
WI
53202
13F HOLDINGS REPORT
028-13578
N
Gregory Ramirez
Vice President and Chief Accounting Officer
414-390-6100
/s/ Gregory Ramirez
Milwaukee
WI
08-12-2013
0
383
46605762
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
21VIANET GROUP INC
SPONSORED ADR
90138A103
29434649
2597939
SH
SOLE
0
2409483
0
188456
3M CO
COM
88579Y101
321682003
2941765
SH
SOLE
0
2462289
0
479476
AARONS INC
COM PAR $0.50
002535300
42236279
1507900
SH
SOLE
0
1470400
0
37500
ACADIA HEALTHCARE COMPANY IN
COM
00404A109
11429290
345609
SH
SOLE
0
328209
0
17400
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
318693498
4428759
SH
SOLE
0
3995932
0
432827
ACUITY BRANDS INC
COM
00508Y102
56774199
751777
SH
SOLE
0
713977
0
37800
ADTRAN INC
COM
00738A106
111096923
4514300
SH
SOLE
0
4123400
0
390900
ADVISORY BRD CO
COM
00762W107
37764243
691020
SH
SOLE
0
656220
0
34800
AFFILIATED MANAGERS GROUP
COM
008252108
2237781
13650
SH
SOLE
0
13650
0
0
ALEXION PHARMACEUTICALS INC
COM
015351109
190088192
2060800
SH
SOLE
0
1965200
0
95600
ALLEGHANY CORP DEL
COM
017175100
383163192
999617
SH
SOLE
0
923870
0
75747
ALLIANCE DATA SYSTEMS CORP
COM
018581108
1285313
7100
SH
SOLE
0
7100
0
0
ALLIED WRLD ASSUR COM HLDG A
SHS
H01531104
182322511
1992378
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SOLE
0
1922078
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70300
ALLSTATE CORP
COM
020002101
354558794
7368221
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SOLE
0
6855231
0
512990
ALTERA CORP
COM
021441100
104410051
3164900
SH
SOLE
0
3019000
0
145900
AMAZON COM INC
COM
023135106
42680953
153700
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SOLE
0
153700
0
0
AMERICAN EXPRESS CO
COM
025816109
293718135
3928814
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SOLE
0
3282330
0
646484
AMERICAN VANGUARD CORP
COM
030371108
12998964
554800
SH
SOLE
0
506800
0
48000
AMERISOURCEBERGEN CORP
COM
03073E105
1183596
21200
SH
SOLE
0
21200
0
0
AMETEK INC NEW
COM
031100100
168496974
3983380
SH
SOLE
0
3798880
0
184500
ANADARKO PETE CORP
COM
032511107
40639219
472934
SH
SOLE
0
472934
0
0
ANALOG DEVICES INC
COM
032654105
314947681
6989518
SH
SOLE
0
6815418
0
174100
ANNALY CAP MGMT INC
COM
035710409
144831590
11522004
SH
SOLE
0
9921964
0
1600040
ANNIES INC
COM
03600T104
15551419
363861
SH
SOLE
0
345561
0
18300
ANSYS INC
COM
03662Q105
154834572
2118120
SH
SOLE
0
2019938
0
98182
ANWORTH MORTGAGE ASSET CP
COM
037347101
31533040
5630900
SH
SOLE
0
5143100
0
487800
AON PLC
SHS CL A
G0408V102
1160820525
18039169
SH
SOLE
0
16430900
0
1608269
APACHE CORP
COM
037411105
109543176
1306730
SH
SOLE
0
801850
0
504880
APACHE CORP
PFD CONV SER D
037411808
5580329
116890
SH
SOLE
0
69290
0
47600
APPLE INC
COM
037833100
125150982
315974
SH
SOLE
0
199178
0
116796
APPLIED MATLS INC
COM
038222105
360077887
24150093
SH
SOLE
0
23206293
0
943800
ARCH CAP GROUP LTD
ORD
G0450A105
1217991994
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SH
SOLE
0
21397732
0
2294001
ARES CAP CORP
COM
04010L103
22753209
1322861
SH
SOLE
0
1256296
0
66565
ARIAD PHARMACEUTICALS INC
COM
04033A100
171367247
9798013
SH
SOLE
0
9251081
0
546932
ARM HLDGS PLC
SPONSORED ADR
042068106
281152971
7770950
SH
SOLE
0
7411172
0
359778
ARROW ELECTRS INC
COM
042735100
346693924
8699973
SH
SOLE
0
8389473
0
310500
ASTEC INDS INC
COM
046224101
34211133
997700
SH
SOLE
0
911200
0
86500
ATHENAHEALTH INC
COM
04685W103
291146210
3436570
SH
SOLE
0
3275385
0
161185
ATLANTIC TELE NETWORK INC
COM NEW
049079205
39017862
785700
SH
SOLE
0
717600
0
68100
ATLAS AIR WORLDWIDE HLDGS IN
COM NEW
049164205
47107640
1076500
SH
SOLE
0
983300
0
93200
AUTODESK INC
COM
052769106
109408577
3223588
SH
SOLE
0
3143188
0
80400
AVNET INC
COM
053807103
357563573
10641773
SH
SOLE
0
9962708
0
679065
B/E AEROSPACE INC
COM
073302101
4122783
65358
SH
SOLE
0
46584
0
18774
BAIDU INC
SPON ADR REP A
056752108
828338693
8762707
SH
SOLE
0
7691806
0
1070901
BAKER HUGHES INC
COM
057224107
67779178
1469308
SH
SOLE
0
892528
0
576780
BANK NEW YORK MELLON CORP
COM
064058100
406490193
14491629
SH
SOLE
0
11831974
0
2659655
BEACON ROOFING SUPPLY INC
COM
073685109
77204705
2038139
SH
SOLE
0
1935639
0
102500
BECTON DICKINSON & CO
COM
075887109
153058021
1548700
SH
SOLE
0
1510100
0
38600
BED BATH & BEYOND INC
COM
075896100
253602210
3576900
SH
SOLE
0
3487600
0
89300
BENCHMARK ELECTRS INC
COM
08160H101
32015220
1592797
SH
SOLE
0
1454400
0
138397
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
87846903
784908
SH
SOLE
0
494953
0
289955
BERKSHIRE HILLS BANCORP INC
COM
084680107
10218456
368100
SH
SOLE
0
336400
0
31700
BIOGEN IDEC INC
COM
09062X103
51479283
239216
SH
SOLE
0
239216
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
602532
10800
SH
SOLE
0
10800
0
0
BLOCK H & R INC
COM
093671105
276552865
9965869
SH
SOLE
0
9718169
0
247700
BLUCORA INC
COM
095229100
862332
46512
SH
SOLE
0
42612
0
3900
BORGWARNER INC
COM
099724106
376136069
4366060
SH
SOLE
0
4164915
0
201145
BROADCOM CORP
CL A
111320107
96965472
2872200
SH
SOLE
0
2738900
0
133300
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
172813910
6501652
SH
SOLE
0
6339852
0
161800
BRUKER CORP
COM
116794108
28382107
1757406
SH
SOLE
0
1669006
0
88400
C&J ENERGY SVCS INC
COM
12467B304
12975963
669900
SH
SOLE
0
611900
0
58000
CABELAS INC
COM
126804301
95177772
1469700
SH
SOLE
0
1401500
0
68200
CABOT OIL & GAS CORP
COM
127097103
83959844
1182200
SH
SOLE
0
1127300
0
54900
CACI INTL INC
CL A
127190304
49604737
781300
SH
SOLE
0
713700
0
67600
CAE INC
COM
124765108
33602188
3239177
SH
SOLE
0
3239177
0
0
CANADIAN PAC RY LTD
COM
13645T100
404312896
3330968
SH
SOLE
0
2818055
0
512913
CATAMARAN CORP
COM
148887102
428736
8800
SH
SOLE
0
8800
0
0
CAVIUM INC
COM
14964U108
25519207
721493
SH
SOLE
0
685193
0
36300
CBRE GROUP INC
CL A
12504L109
1483360
63500
SH
SOLE
0
63500
0
0
CELADON GROUP INC
COM
150838100
10851450
594600
SH
SOLE
0
543200
0
51400
CEMENTOS PACASMAYO S A A
SPON ADR REP 5
15126Q109
9353240
734740
SH
SOLE
0
632688
0
102052
CEPHEID
COM
15670R107
278724796
8097757
SH
SOLE
0
7716457
0
381300
CERNER CORP
COM
156782104
426895199
4442660
SH
SOLE
0
4257230
0
185430
CHART INDS INC
COM PAR $0.01
16115Q308
220029465
2338500
SH
SOLE
0
2228300
0
110200
CHEVRON CORP NEW
COM
166764100
47284522
399565
SH
SOLE
0
235495
0
164070
CHIPOTLE MEXICAN GRILL INC
COM
169656105
211140825
579500
SH
SOLE
0
550618
0
28882
CHUBB CORP
COM
171232101
262390621
3099712
SH
SOLE
0
2471265
0
628447
CIGNA CORPORATION
COM
125509109
813991152
11229013
SH
SOLE
0
10485098
0
743915
CIMAREX ENERGY CO
COM
171798101
337634618
5195178
SH
SOLE
0
4741778
0
453400
CISCO SYS INC
COM
17275R102
275211249
11320907
SH
SOLE
0
8975318
0
2345589
CITIGROUP INC
COM NEW
172967424
80757303
1683496
SH
SOLE
0
1683496
0
0
CITRIX SYS INC
COM
177376100
488673
8100
SH
SOLE
0
8100
0
0
CLOUD PEAK ENERGY INC
COM
18911Q102
66213344
4017800
SH
SOLE
0
3669700
0
348100
COACH INC
COM
189754104
252063768
4415200
SH
SOLE
0
4305000
0
110200
COGNEX CORP
COM
192422103
62436384
1380725
SH
SOLE
0
1311625
0
69100
COMCAST CORP NEW
CL A
20030N101
3194188
76270
SH
SOLE
0
54362
0
21908
COMFORT SYS USA INC
COM
199908104
27976283
1875086
SH
SOLE
0
1712700
0
162386
COMMVAULT SYSTEMS INC
COM
204166102
152665940
2011674
SH
SOLE
0
1914774
0
96900
COMSTOCK RES INC
COM NEW
205768203
35298120
2244000
SH
SOLE
0
2049700
0
194300
CONCUR TECHNOLOGIES INC
COM
206708109
386292712
4746777
SH
SOLE
0
4524137
0
222640
CONMED CORP
COM
207410101
40918089
1309798
SH
SOLE
0
1196700
0
113098
CONTINENTAL RESOURCES INC
COM
212015101
559390
6500
SH
SOLE
0
6500
0
0
CORE LABORATORIES N V
COM
N22717107
144873215
955250
SH
SOLE
0
910910
0
44340
COSTAR GROUP INC
COM
22160N109
37934318
293905
SH
SOLE
0
279105
0
14800
COVANCE INC
COM
222816100
175091544
2299600
SH
SOLE
0
2192800
0
106800
COVIDIEN PLC
SHS
G2554F113
933045555
14847956
SH
SOLE
0
13244968
0
1602988
CRA INTL INC
COM
12618T105
17467910
945745
SH
SOLE
0
863800
0
81945
CREE INC
COM
225447101
174918926
2739100
SH
SOLE
0
2612300
0
126800
CSX CORP
COM
126408103
56285840
2427160
SH
SOLE
0
1530205
0
896955
CTC MEDIA INC
COM
12642X106
9684441
870903
SH
SOLE
0
765303
0
105600
CTRIP COM INTL LTD
AMERICAN DEP SHS
22943F100
76579347
2346900
SH
SOLE
0
2237200
0
109700
CUBIC CORP
COM
229669106
37994190
789900
SH
SOLE
0
721600
0
68300
CUMMINS INC
COM
231021106
71724598
661300
SH
SOLE
0
630500
0
30800
CURTISS WRIGHT CORP
COM
231561101
46124876
1244600
SH
SOLE
0
1136700
0
107900
CYS INVTS INC
COM
12673A108
20258316
2199600
SH
SOLE
0
2009700
0
189900
DARLING INTL INC
COM
237266101
26465478
1418300
SH
SOLE
0
1295300
0
123000
DAVITA HEALTHCARE PARTNERS I
COM
23918K108
106195280
879100
SH
SOLE
0
838400
0
40700
DECKERS OUTDOOR CORP
COM
243537107
16716285
330950
SH
SOLE
0
314250
0
16700
DELPHI AUTOMOTIVE PLC
SHS
G27823106
1267250
25000
SH
SOLE
0
25000
0
0
DEMANDWARE INC
COM
24802Y105
31014433
731300
SH
SOLE
0
694500
0
36800
DEXCOM INC
COM
252131107
39633544
1765414
SH
SOLE
0
1676614
0
88800
DICKS SPORTING GOODS INC
COM
253393102
500600
10000
SH
SOLE
0
10000
0
0
DIEBOLD INC
COM
253651103
97387548
2890696
SH
SOLE
0
2640400
0
250296
DIME CMNTY BANCSHARES
COM
253922108
11373568
742400
SH
SOLE
0
677800
0
64600
DISCOVER FINL SVCS
COM
254709108
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12380349
SH
SOLE
0
11891059
0
489290
DISCOVERY COMMUNICATNS NEW
COM SER A
25470F104
1243081
16100
SH
SOLE
0
16100
0
0
DISNEY WALT CO
COM DISNEY
254687106
2053827
32523
SH
SOLE
0
23216
0
9307
DOLLAR TREE INC
COM
256746108
3542735
69684
SH
SOLE
0
54189
0
15495
DREAMWORKS ANIMATION SKG INC
CL A
26153C103
79664036
3104600
SH
SOLE
0
2834600
0
270000
DRESSER-RAND GROUP INC
COM
261608103
122931290
2049538
SH
SOLE
0
1954496
0
95042
DRIL-QUIP INC
COM
262037104
29588033
327700
SH
SOLE
0
311200
0
16500
DU PONT E I DE NEMOURS & CO
COM
263534109
42832755
815862
SH
SOLE
0
514212
0
301650
DUN & BRADSTREET CORP DEL NE
COM
26483E100
162596884
1668516
SH
SOLE
0
1627016
0
41500
DUNKIN BRANDS GROUP INC
COM
265504100
62926131
1469550
SH
SOLE
0
1396450
0
73100
EAGLE MATERIALS INC
COM
26969P108
1093455
16500
SH
SOLE
0
16500
0
0
EARTHLINK INC
COM
270321102
45745965
7366500
SH
SOLE
0
6728500
0
638000
EBAY INC
COM
278642103
113632409
2197069
SH
SOLE
0
2188593
0
8476
EDISON INTL
COM
281020107
207531072
4309200
SH
SOLE
0
4202100
0
107100
EMCOR GROUP INC
COM
29084Q100
125283300
3082000
SH
SOLE
0
2815200
0
266800
ENCORE WIRE CORP
COM
292562105
25015248
733585
SH
SOLE
0
670285
0
63300
ENDOLOGIX INC
COM
29266S106
7573996
570331
SH
SOLE
0
541631
0
28700
ENSCO PLC
SHS CLASS A
G3157S106
248330661
4272723
SH
SOLE
0
4166082
0
106641
ERA GROUP INC
COM
26885G109
7259240
277600
SH
SOLE
0
253500
0
24100
EXONE CO
COM
302104104
13738872
222600
SH
SOLE
0
211400
0
11200
FACEBOOK INC
CL A
30303M102
11020413
443299
SH
SOLE
0
443299
0
0
FARO TECHNOLOGIES INC
COM
311642102
10223786
302300
SH
SOLE
0
276000
0
26300
FASTENAL CO
COM
311900104
573125
12500
SH
SOLE
0
12500
0
0
FEI CO
COM
30241L109
28144944
385600
SH
SOLE
0
366200
0
19400
FIRST REP BK SAN FRANCISCO C
COM
33616C100
246234
6399
SH
SOLE
0
6399
0
0
FIVE BELOW INC
COM
33829M101
9572304
260400
SH
SOLE
0
247400
0
13000
FLEXTRONICS INTL LTD
ORD
Y2573F102
204553022
26428039
SH
SOLE
0
23657878
0
2770161
FLIR SYS INC
COM
302445101
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SH
SOLE
0
16335907
0
552000
FOREST OIL CORP
COM PAR $0.01
346091705
1831911
447900
SH
SOLE
0
409300
0
38600
FORTINET INC
COM
34959E109
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1906067
SH
SOLE
0
1810167
0
95900
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
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SH
SOLE
0
5388700
0
261900
FOSSIL GROUP INC
COM
34988V106
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1902600
SH
SOLE
0
1814235
0
88365
FRANCESCAS HLDGS CORP
COM
351793104
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SH
SOLE
0
1096300
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58100
FREESCALE SEMICONDUCTOR LTD
SHS
G3727Q101
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8886300
SH
SOLE
0
8474200
0
412100
FRESH MKT INC
COM
35804H106
35952980
723109
SH
SOLE
0
686709
0
36400
FTI CONSULTING INC
COM
302941109
89487112
2720800
SH
SOLE
0
2485100
0
235700
FULLER H B CO
COM
359694106
102052971
2699100
SH
SOLE
0
2465300
0
233800
GARTNER INC
COM
366651107
70901259
1244100
SH
SOLE
0
1186900
0
57200
GENMARK DIAGNOSTICS INC
COM
372309104
19788589
1913790
SH
SOLE
0
1852990
0
60800
GENTHERM INC
COM
37253A103
5249925
282710
SH
SOLE
0
268710
0
14000
GEOSPACE TECHNOLOGIES CORP
COM
37364X109
7281032
105400
SH
SOLE
0
100100
0
5300
GILEAD SCIENCES INC
COM
375558103
70031006
1367526
SH
SOLE
0
1336865
0
30661
GLOBAL BRASS & COPPR HLDGS I
COM
37953G103
14893676
1124900
SH
SOLE
0
1027600
0
97300
GNC HLDGS INC
COM CL A
36191G107
8347776
188821
SH
SOLE
0
134670
0
54151
GOOGLE INC
CL A
38259P508
516755181
586975
SH
SOLE
0
514216
0
72759
GRANITE CONSTR INC
COM
387328107
35256672
1184700
SH
SOLE
0
1082100
0
102600
GUIDEWIRE SOFTWARE INC
COM
40171V100
48205700
1146390
SH
SOLE
0
1089690
0
56700
GULFMARK OFFSHORE INC
CL A NEW
402629208
70471161
1562900
SH
SOLE
0
1427500
0
135400
HARLEY DAVIDSON INC
COM
412822108
1052544
19200
SH
SOLE
0
19200
0
0
HASBRO INC
COM
418056107
198400096
4425610
SH
SOLE
0
3709533
0
716077
HATTERAS FINL CORP
COM
41902R103
268189374
10884309
SH
SOLE
0
10473709
0
410600
HAWAIIAN HOLDINGS INC
COM
419879101
25356500
4150000
SH
SOLE
0
3793600
0
356400
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
24080212
664465
SH
SOLE
0
664465
0
0
HEALTHWAYS INC
COM
422245100
8722466
501868
SH
SOLE
0
476468
0
25400
HEARTWARE INTL INC
COM
422368100
19290686
202825
SH
SOLE
0
192625
0
10200
HESS CORP
COM
42809H107
235713699
3545100
SH
SOLE
0
3456700
0
88400
HIBBETT SPORTS INC
COM
428567101
14341200
258400
SH
SOLE
0
245400
0
13000
HMS HLDGS CORP
COM
40425J101
16819082
721849
SH
SOLE
0
685149
0
36700
HOMEAWAY INC
COM
43739Q100
23676308
732106
SH
SOLE
0
695306
0
36800
HUBBELL INC
CL B
443510201
232910568
2352632
SH
SOLE
0
2293932
0
58700
HUNT J B TRANS SVCS INC
COM
445658107
1350888
18700
SH
SOLE
0
18700
0
0
ICON PLC
SHS
G4705A100
52681257
1486911
SH
SOLE
0
1358113
0
128798
IDEX CORP
COM
45167R104
32415790
602412
SH
SOLE
0
572100
0
30312
IHS INC
CL A
451734107
587508884
5628558
SH
SOLE
0
5404875
0
223683
ILLUMINA INC
COM
452327109
219894888
2938200
SH
SOLE
0
2802000
0
136200
IMPERIAL OIL LTD
COM NEW
453038408
482870311
12648436
SH
SOLE
0
11317286
0
1331150
INCYTE CORP
COM
45337C102
100346466
4561203
SH
SOLE
0
4345135
0
216068
INFORMATICA CORP
COM
45666Q102
51953975
1485248
SH
SOLE
0
1412348
0
72900
INGRAM MICRO INC
CL A
457153104
264385597
13922359
SH
SOLE
0
13574959
0
347400
INTERCONTINENTALEXCHANGE INC
COM
45865V100
108326944
609400
SH
SOLE
0
581600
0
27800
INTERPUBLIC GROUP COS INC
COM
460690100
3515935
241645
SH
SOLE
0
177043
0
64602
INTERSIL CORP
CL A
46069S109
35297134
4513700
SH
SOLE
0
4122900
0
390800
IPG PHOTONICS CORP
COM
44980X109
275294920
4533096
SH
SOLE
0
4320946
0
212150
ISHARES INC
MSCI TAIWAN
464286731
12238181
920164
SH
SOLE
0
920164
0
0
ISHARES TR
INDIA 50 ETF
464289529
33661172
1508793
SH
SOLE
0
1508793
0
0
ISIS PHARMACEUTICALS INC
COM
464330109
246256645
9164743
SH
SOLE
0
8736043
0
428700
JACOBS ENGR GROUP INC DEL
COM
469814107
373744353
6779328
SH
SOLE
0
6328468
0
450860
JARDEN CORP
COM
471109108
481250
11000
SH
SOLE
0
11000
0
0
JDS UNIPHASE CORP
COM PAR $0.001
46612J507
760702
52900
SH
SOLE
0
52900
0
0
JOHNSON & JOHNSON
COM
478160104
358130904
4171103
SH
SOLE
0
3496995
0
674108
JOS A BANK CLOTHIERS INC
COM
480838101
41452224
1003200
SH
SOLE
0
916400
0
86800
JOY GLOBAL INC
COM
481165108
101709174
2095800
SH
SOLE
0
2043800
0
52000
KAMAN CORP
COM
483548103
20535552
594200
SH
SOLE
0
542600
0
51600
KANSAS CITY SOUTHERN
COM NEW
485170302
109742772
1035700
SH
SOLE
0
987700
0
48000
KAYDON CORP
COM
486587108
49278685
1788700
SH
SOLE
0
1633800
0
154900
KEY ENERGY SVCS INC
COM
492914106
23559025
3959500
SH
SOLE
0
3616700
0
342800
KINROSS GOLD CORP
COM NO PAR
496902404
219662549
43071088
SH
SOLE
0
38776788
0
4294300
KLA-TENCOR CORP
COM
482480100
225444569
4045300
SH
SOLE
0
3944600
0
100700
KROGER CO
COM
501044101
426189613
12339016
SH
SOLE
0
11554341
0
784675
L BRANDS INC
COM
501797104
212694744
4318675
SH
SOLE
0
4118475
0
200200
L-3 COMMUNICATIONS HLDGS INC
COM
502424104
192124048
2240775
SH
SOLE
0
2184875
0
55900
LAM RESEARCH CORP
COM
512807108
300814798
6784276
SH
SOLE
0
6614976
0
169300
LEXMARK INTL NEW
CL A
529771107
221323682
7239898
SH
SOLE
0
6976598
0
263300
LIBERTY GLOBAL PLC
SHS CL A
G5480U104
231637937
3126862
SH
SOLE
0
2657300
0
469562
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
25052428
369015
SH
SOLE
0
312887
0
56128
LIBERTY INTERACTIVE CORP
INT COM SER A
53071M104
132639396
5764424
SH
SOLE
0
5620824
0
143600
LINKEDIN CORP
COM CL A
53578A108
289487880
1623600
SH
SOLE
0
1548900
0
74700
LKQ CORP
COM
501889208
278697400
10823200
SH
SOLE
0
10315138
0
508062
LOEWS CORP
COM
540424108
212479885
4785583
SH
SOLE
0
4666183
0
119400
LPL FINL HLDGS INC
COM
50212V100
73299712
1941200
SH
SOLE
0
1851100
0
90100
LUFKIN INDS INC
COM
549764108
27319536
308800
SH
SOLE
0
282100
0
26700
LULULEMON ATHLETICA INC
COM
550021109
100108008
1527900
SH
SOLE
0
1457116
0
70784
M & T BK CORP
COM
55261F104
128568375
1150500
SH
SOLE
0
1121700
0
28800
MANPOWERGROUP INC
COM
56418H100
194292249
3545479
SH
SOLE
0
3457079
0
88400
MARSH & MCLENNAN COS INC
COM
571748102
328487309
8228640
SH
SOLE
0
6882589
0
1346051
MASTERCARD INC
CL A
57636Q104
353008419
614462
SH
SOLE
0
513811
0
100651
MATTEL INC
COM
577081102
211972459
4678271
SH
SOLE
0
4561971
0
116300
MATTHEWS INTL CORP
CL A
577128101
71800743
1904529
SH
SOLE
0
1739500
0
165029
MCDERMOTT INTL INC
COM
580037109
136106202
16638900
SH
SOLE
0
16224000
0
414900
MEAD JOHNSON NUTRITION CO
COM
582839106
70502023
889840
SH
SOLE
0
848500
0
41340
MEDTRONIC INC
COM
585055106
306575908
5956400
SH
SOLE
0
4994133
0
962267
MENS WEARHOUSE INC
COM
587118100
21513940
568400
SH
SOLE
0
519200
0
49200
MERCADOLIBRE INC
COM
58733R102
173816880
1613000
SH
SOLE
0
1537263
0
75737
MEREDITH CORP
COM
589433101
25075890
525700
SH
SOLE
0
480300
0
45400
MERIT MED SYS INC
COM
589889104
22690250
2035000
SH
SOLE
0
1859200
0
175800
METTLER TOLEDO INTERNATIONAL
COM
592688105
214378600
1065500
SH
SOLE
0
1016100
0
49400
MICHAEL KORS HLDGS LTD
SHS
G60754101
3484842
56189
SH
SOLE
0
43673
0
12516
MICROSOFT CORP
COM
594918104
469043158
13583642
SH
SOLE
0
10819142
0
2764500
MICROSTRATEGY INC
CL A NEW
594972408
53560751
615924
SH
SOLE
0
562600
0
53324
MINDRAY MEDICAL INTL LTD
SPON ADR
602675100
15847230
423157
SH
SOLE
0
371220
0
51937
MINERALS TECHNOLOGIES INC
COM
603158106
10975770
265500
SH
SOLE
0
242500
0
23000
MKS INSTRUMENT INC
COM
55306N104
19804148
746200
SH
SOLE
0
681600
0
64600
MOLSON COORS BREWING CO
CL B
60871R209
3682779
76949
SH
SOLE
0
54955
0
21994
MONRO MUFFLER BRAKE INC
COM
610236101
21416462
445712
SH
SOLE
0
423287
0
22425
MONSANTO CO NEW
COM
61166W101
58546410
592575
SH
SOLE
0
592575
0
0
MONSTER BEVERAGE CORP
COM
611740101
2258517
37165
SH
SOLE
0
26523
0
10642
MOSAIC CO NEW
COM
61945C103
48106409
894005
SH
SOLE
0
562615
0
331390
MUELLER INDS INC
COM
624756102
18613713
369100
SH
SOLE
0
337200
0
31900
MYLAN INC
COM
628530107
1501852
48400
SH
SOLE
0
48400
0
0
NANOMETRICS INC
COM
630077105
29617263
2018900
SH
SOLE
0
1844000
0
174900
NATIONAL OILWELL VARCO INC
COM
637071101
73504380
1066827
SH
SOLE
0
650202
0
416625
NETSUITE INC
COM
64118Q107
24412014
266100
SH
SOLE
0
253100
0
13000
NEWMONT MINING CORP
COM
651639106
48239686
1610674
SH
SOLE
0
1012774
0
597900
NEWPARK RES INC
COM PAR $.01NEW
651718504
34381116
3128400
SH
SOLE
0
2857600
0
270800
NOAH HLDGS LTD
SPONSORED ADS
65487X102
8875136
1000579
SH
SOLE
0
883592
0
116987
NOBLE CORPORATION BAAR
NAMEN -AKT
H5833N103
57314498
1525133
SH
SOLE
0
921688
0
603445
NOBLE ENERGY INC
COM
655044105
242585616
4040400
SH
SOLE
0
3853600
0
186800
NORTHERN TR CORP
COM
665859104
156359008
2700501
SH
SOLE
0
2633001
0
67500
NYSE EURONEXT
COM
629491101
320183460
7733900
SH
SOLE
0
7540900
0
193000
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
1081152
9600
SH
SOLE
0
9600
0
0
OASIS PETE INC NEW
COM
674215108
14828905
381500
SH
SOLE
0
363500
0
18000
OCEANEERING INTL INC
COM
675232102
251619888
3485040
SH
SOLE
0
3324240
0
160800
OLD DOMINION FGHT LINES INC
COM
679580100
821995
19750
SH
SOLE
0
19750
0
0
OMNICOM GROUP INC
COM
681919106
240093363
3818886
SH
SOLE
0
3723586
0
95300
ONYX PHARMACEUTICALS INC
COM
683399109
512238
5900
SH
SOLE
0
5900
0
0
OPEN TEXT CORP
COM
683715106
225079308
3287269
SH
SOLE
0
3205269
0
82000
ORACLE CORP
COM
68389X105
465062799
15138763
SH
SOLE
0
12069958
0
3068805
ORION MARINE GROUP INC
COM
68628V308
25888317
2141300
SH
SOLE
0
1955600
0
185700
OWENS & MINOR INC NEW
COM
690732102
22013181
650700
SH
SOLE
0
594200
0
56500
OWENS CORNING NEW
COM
690742101
264458268
6767100
SH
SOLE
0
6453400
0
313700
PACCAR INC
COM
693718108
1309304
24400
SH
SOLE
0
24400
0
0
PALL CORP
COM
696429307
142194079
2140510
SH
SOLE
0
2041410
0
99100
PALO ALTO NETWORKS INC
COM
697435105
85649221
2031528
SH
SOLE
0
1937028
0
94500
PANDORA MEDIA INC
COM
698354107
35688254
1939579
SH
SOLE
0
1844579
0
95000
PARK ELECTROCHEMICAL CORP
COM
700416209
24876761
1036100
SH
SOLE
0
946800
0
89300
PARKER DRILLING CO
COM
701081101
25579272
5136400
SH
SOLE
0
4691600
0
444800
PARKER HANNIFIN CORP
COM
701094104
141913224
1487560
SH
SOLE
0
1245873
0
241687
PATTERSON UTI ENERGY INC
COM
703481101
207085571
10699332
SH
SOLE
0
10432332
0
267000
PENSKE AUTOMOTIVE GRP INC
COM
70959W103
702420
23000
SH
SOLE
0
23000
0
0
PERKINELMER INC
COM
714046109
245538
7555
SH
SOLE
0
7555
0
0
PERRIGO CO
COM
714290103
762300
6300
SH
SOLE
0
6300
0
0
PETSMART INC
COM
716768106
3125954
46663
SH
SOLE
0
34348
0
12315
PICO HLDGS INC
COM NEW
693366205
37039066
1767131
SH
SOLE
0
1614173
0
152958
PIONEER NAT RES CO
COM
723787107
622425
4300
SH
SOLE
0
4300
0
0
PLATINUM UNDERWRITER HLDGS L
COM
G7127P100
67279276
1175800
SH
SOLE
0
1073900
0
101900
POOL CORPORATION
COM
73278L105
1415070
27000
SH
SOLE
0
27000
0
0
POTASH CORP SASK INC
COM
73755L107
57573822
1509935
SH
SOLE
0
957335
0
552600
POWER ONE INC NEW
COM
73930R102
24156304
3822200
SH
SOLE
0
3491100
0
331100
PRICESMART INC
COM
741511109
14082141
160700
SH
SOLE
0
152600
0
8100
PROGRESS SOFTWARE CORP
COM
743312100
63827439
2773900
SH
SOLE
0
2533600
0
240300
PROGRESSIVE CORP OHIO
COM
743315103
519213948
20425411
SH
SOLE
0
18234036
0
2191375
PROS HOLDINGS INC
COM
74346Y103
10281536
343290
SH
SOLE
0
325990
0
17300
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
4150239
57300
SH
SOLE
0
57300
0
0
PROTO LABS INC
COM
743713109
18321540
282000
SH
SOLE
0
267800
0
14200
QLOGIC CORP
COM
747277101
41754256
4367600
SH
SOLE
0
3989500
0
378100
QUAD / GRAPHICS INC
COM CL A
747301109
25437550
1055500
SH
SOLE
0
964200
0
91300
RALPH LAUREN CORP
CL A
751212101
278212816
1601317
SH
SOLE
0
1536989
0
64328
RAYMOND JAMES FINANCIAL INC
COM
754730109
1005732
23400
SH
SOLE
0
23400
0
0
REALPAGE INC
COM
75606N109
30657493
1671619
SH
SOLE
0
1587519
0
84100
RED HAT INC
COM
756577102
189807527
3969208
SH
SOLE
0
3785353
0
183855
REGAL BELOIT CORP
COM
758750103
24982852
385300
SH
SOLE
0
365900
0
19400
REGENERON PHARMACEUTICALS
COM
75886F107
698573529
3106428
SH
SOLE
0
2984801
0
121627
REGIS CORP MINN
COM
758932107
32984496
2008800
SH
SOLE
0
1834800
0
174000
RENT A CTR INC NEW
COM
76009N100
93087013
2479015
SH
SOLE
0
2264415
0
214600
REPUBLIC SVCS INC
COM
760759100
152030836
4479400
SH
SOLE
0
4367600
0
111800
RESTORATION HARDWARE HLDGS I
COM
761283100
19380000
258400
SH
SOLE
0
245400
0
13000
ROBERT HALF INTL INC
COM
770323103
707799
21300
SH
SOLE
0
21300
0
0
ROCKWELL AUTOMATION INC
COM
773903109
203360440
2446000
SH
SOLE
0
2332700
0
113300
ROCKWELL COLLINS INC
COM
774341101
196221230
3094484
SH
SOLE
0
3017284
0
77200
ROSETTA RESOURCES INC
COM
777779307
20941100
492500
SH
SOLE
0
467700
0
24800
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
39361984
616959
SH
SOLE
0
539929
0
77030
RUDOLPH TECHNOLOGIES INC
COM
781270103
18149376
1620480
SH
SOLE
0
1480100
0
140380
RYDER SYS INC
COM
783549108
263744284
4338613
SH
SOLE
0
4105913
0
232700
SAIC INC
COM
78390X101
110623980
7941420
SH
SOLE
0
7744320
0
197100
SALESFORCE COM INC
COM
79466L302
230324782
6032603
SH
SOLE
0
5785407
0
247196
SAP AG
SPON ADR
803054204
40658731
558269
SH
SOLE
0
558269
0
0
SCANA CORP NEW
COM
80589M102
39547251
805443
SH
SOLE
0
785343
0
20100
SCHLUMBERGER LTD
COM
806857108
357978175
4995509
SH
SOLE
0
4219958
0
775551
SCHNITZER STL INDS
CL A
806882106
42002170
1796500
SH
SOLE
0
1640900
0
155600
SEACOR HOLDINGS INC
COM
811904101
23054680
277600
SH
SOLE
0
253500
0
24100
SENSIENT TECHNOLOGIES CORP
COM
81725T100
29332656
724800
SH
SOLE
0
662000
0
62800
SERVICENOW INC
COM
81762P102
104044640
2576000
SH
SOLE
0
2456600
0
119400
SHERWIN WILLIAMS CO
COM
824348106
988960
5600
SH
SOLE
0
5600
0
0
SILICON LABORATORIES INC
COM
826919102
472074
11400
SH
SOLE
0
11400
0
0
SKECHERS U S A INC
CL A
830566105
44620184
1858400
SH
SOLE
0
1697600
0
160800
SM ENERGY CO
COM
78454L100
178956328
2983600
SH
SOLE
0
2909600
0
74000
SOUTHWESTERN ENERGY CO
COM
845467109
184992048
5064113
SH
SOLE
0
4937913
0
126200
STARBUCKS CORP
COM
855244109
35747455
545846
SH
SOLE
0
545846
0
0
STARWOOD HOTELS&RESORTS WRLD
COM
85590A401
124035651
1962900
SH
SOLE
0
1872677
0
90223
SUPERIOR ENERGY SVCS INC
COM
868157108
25875150
997500
SH
SOLE
0
911000
0
86500
SYKES ENTERPRISES INC
COM
871237103
52693560
3343500
SH
SOLE
0
3055700
0
287800
SYNOPSYS INC
COM
871607107
126234716
3531041
SH
SOLE
0
3443041
0
88000
SYSCO CORP
COM
871829107
96210718
2816473
SH
SOLE
0
2746373
0
70100
TABLEAU SOFTWARE INC
CL A
87336U105
4200836
75800
SH
SOLE
0
72000
0
3800
TARGET CORP
COM
87612E106
235924551
3426148
SH
SOLE
0
2869177
0
556971
TE CONNECTIVITY LTD
REG SHS
H84989104
1058340720
23239805
SH
SOLE
0
20822886
0
2416919
TEAM INC
COM
878155100
13531981
357516
SH
SOLE
0
339516
0
18000
TECH DATA CORP
COM
878237106
72146589
1532100
SH
SOLE
0
1399400
0
132700
TELEDYNE TECHNOLOGIES INC
COM
879360105
42259786
546345
SH
SOLE
0
518845
0
27500
TENARIS S A
SPONSORED ADR
88031M109
15601444
387421
SH
SOLE
0
339460
0
47961
TESCO CORP
COM
88157K101
9907025
747700
SH
SOLE
0
683300
0
64400
TESLA MTRS INC
COM
88160R101
49804548
463600
SH
SOLE
0
442285
0
21315
TETRA TECH INC NEW
COM
88162G103
48371825
2057500
SH
SOLE
0
1879300
0
178200
TEXAS INSTRS INC
COM
882508104
49639816
1423568
SH
SOLE
0
897248
0
526320
TEXTURA CORP
COM
883211104
6101946
234600
SH
SOLE
0
222800
0
11800
TIDEWATER INC
COM
886423102
69719886
1223800
SH
SOLE
0
1117800
0
106000
TOLL BROTHERS INC
COM
889478103
890799
27300
SH
SOLE
0
27300
0
0
TORCHMARK CORP
COM
891027104
206780416
3174400
SH
SOLE
0
3095200
0
79200
TOWERS WATSON & CO
CL A
891894107
349101109
4260448
SH
SOLE
0
4111148
0
149300
TRACTOR SUPPLY CO
COM
892356106
268362498
2281800
SH
SOLE
0
2176300
0
105500
TRANSDIGM GROUP INC
COM
893641100
517341
3300
SH
SOLE
0
3300
0
0
TREEHOUSE FOODS INC
COM
89469A104
28914609
441175
SH
SOLE
0
418975
0
22200
TRIMBLE NAVIGATION LTD
COM
896239100
333784042
12832912
SH
SOLE
0
12238972
0
593940
TRIPADVISOR INC
COM
896945201
79709265
1309500
SH
SOLE
0
1248700
0
60800
TRUEBLUE INC
COM
89785X101
29695235
1410700
SH
SOLE
0
1288600
0
122100
TUMI HLDGS INC
COM
89969Q104
15019344
625806
SH
SOLE
0
594306
0
31500
TUTOR PERINI CORP
COM
901109108
17963370
993000
SH
SOLE
0
907000
0
86000
TYLER TECHNOLOGIES INC
COM
902252105
18110910
264200
SH
SOLE
0
250900
0
13300
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
10028295
85500
SH
SOLE
0
81200
0
4300
ULTRATECH INC
COM
904034105
104053978
2833714
SH
SOLE
0
2602414
0
231300
UNDER ARMOUR INC
CL A
904311107
150463229
2519900
SH
SOLE
0
2403300
0
116600
UNILEVER PLC
SPON ADR NEW
904767704
660117222
16319338
SH
SOLE
0
14640300
0
1679038
UNIT CORP
COM
909218109
56567530
1328500
SH
SOLE
0
1213500
0
115000
UNITED RENTALS INC
COM
911363109
953281
19100
SH
SOLE
0
19100
0
0
UNIVERSAL ELECTRS INC
COM
913483103
26965418
958600
SH
SOLE
0
875600
0
83000
URBAN OUTFITTERS INC
COM
917047102
114139534
2837880
SH
SOLE
0
2706380
0
131500
VERA BRADLEY INC
COM
92335C106
22465752
1037200
SH
SOLE
0
947300
0
89900
VERISK ANALYTICS INC
CL A
92345Y106
356032890
5963700
SH
SOLE
0
5687927
0
275773
VERTEX PHARMACEUTICALS INC
COM
92532F100
60653278
759400
SH
SOLE
0
724200
0
35200
VISA INC
COM CL A
92826C839
951579
5207
SH
SOLE
0
3706
0
1501
VITAMIN SHOPPE INC
COM
92849E101
243885
5439
SH
SOLE
0
5439
0
0
VOCERA COMMUNICATIONS INC
COM
92857F107
4724286
321380
SH
SOLE
0
304580
0
16800
WABTEC CORP
COM
929740108
1902108
35600
SH
SOLE
0
35600
0
0
WASTE CONNECTIONS INC
COM
941053100
35059508
852200
SH
SOLE
0
812600
0
39600
WESCO AIRCRAFT HLDGS INC
COM
950814103
250899
13511
SH
SOLE
0
13511
0
0
WESTERN UN CO
COM
959802109
338630478
19791378
SH
SOLE
0
18068198
0
1723180
WESTPORT INNOVATIONS INC
COM NEW
960908309
10232250
305167
SH
SOLE
0
290267
0
14900
WEYERHAEUSER CO
COM
962166104
464387
16300
SH
SOLE
0
16300
0
0
WHITEWAVE FOODS CO
COM CL A
966244105
249893
15378
SH
SOLE
0
15378
0
0
WILLIAMS SONOMA INC
COM
969904101
225432315
4033500
SH
SOLE
0
3846600
0
186900
WMS INDS INC
COM
929297109
68874449
2699900
SH
SOLE
0
2466100
0
233800
WOODWARD INC
COM
980745103
67692720
1692318
SH
SOLE
0
1567618
0
124700
WORKDAY INC
CL A
98138H101
51385632
801773
SH
SOLE
0
764573
0
37200
WORLD FUEL SVCS CORP
COM
981475106
98214868
2456600
SH
SOLE
0
2243900
0
212700
WYNN RESORTS LTD
COM
983134107
1139200
8900
SH
SOLE
0
8900
0
0
YAHOO INC
COM
984332106
936603
37300
SH
SOLE
0
37300
0
0
YELP INC
CL A
985817105
438102
12600
SH
SOLE
0
12600
0
0
YUM BRANDS INC
COM
988498101
3724390
53712
SH
SOLE
0
38276
0
15436
ZILLOW INC
CL A
98954A107
377210
6700
SH
SOLE
0
6700
0
0