0000950123-17-004403.txt : 20170511 0000950123-17-004403.hdr.sgml : 20170511 20170511070047 ACCESSION NUMBER: 0000950123-17-004403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170511 DATE AS OF CHANGE: 20170511 EFFECTIVENESS DATE: 20170511 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: 17832486 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 03-31-2017 03-31-2017 Artisan Partners Limited Partnership

875 E Wisconsin Ave Ste 800 Milwaukee WI 53202

13F COMBINATION REPORT 028-13578 028-17598 Russell Investments Group, Ltd. N Gregory K. Ramirez 414-390-6100 /s/ Gregory K. Ramirez Milwaukee WI 05-11-2017 0 251 51212268 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ACCENTURE PLC IRELAND SHS CLASS A G1151C101 177926 1484204 SH SOLE 0 1426868 0 57336 ACI WORLDWIDE INC COM 004498101 25659 1199590 SH SOLE 0 843135 0 356455 ACTIVISION BLIZZARD INC COM 00507V109 228115 4575115 SH SOLE 0 4338271 0 236844 ACUITY BRANDS INC COM 00508Y102 293819 1440290 SH SOLE 0 1250806 0 189484 ADOBE SYS INC COM 00724F101 10740 82534 SH SOLE 0 55419 0 27115 ADVANCE AUTO PARTS INC COM 00751Y106 166815 1125150 SH SOLE 0 1066656 0 58494 ADVANCED ACCELERATOR APPLIC SPONSORED ADS 00790T100 16889 423719 SH SOLE 0 415056 0 8663 AETNA INC NEW COM 00817Y108 28585 224111 SH SOLE 0 149764 0 74347 AGNC INVT CORP COM 00123Q104 148682 7475203 SH SOLE 0 7136806 0 338397 AGRIUM INC COM 008916108 144440 1511667 SH SOLE 0 1445459 0 66208 AIR LEASE CORP CL A 00912X302 351047 9059266 SH SOLE 0 8623403 0 435863 ALBEMARLE CORP COM 012653101 1230 11641 SH SOLE 0 7803 0 3838 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 873899 8104415 SH SOLE 0 7144098 0 960317 ALLEGHANY CORP DEL COM 017175100 267585 435339 SH SOLE 0 412833 0 22506 ALLEGION PUB LTD CO ORD SHS G0176J109 97940 1293790 SH SOLE 0 1149296 0 144494 ALLERGAN PLC SHS G0177J108 27913 116831 SH SOLE 0 116831 0 0 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 133663 2517192 SH SOLE 0 2353089 0 164103 ALLSTATE CORP COM 020002101 134930 1655782 SH SOLE 0 1547879 0 107903 ALPHABET INC CAP STK CL A 02079K305 688793 812447 SH SOLE 0 740568 0 71879 ALPHABET INC CAP STK CL C 02079K107 536578 646823 SH SOLE 0 589811 0 57012 AMAZON COM INC COM 023135106 382867 431867 SH SOLE 0 372797 0 59070 AMBEV SA SPONSORED ADR 02319V103 48973 8502216 SH SOLE 0 7446416 0 1055800 AMERICAN EXPRESS CO COM 025816109 398340 5035266 SH SOLE 0 4448299 0 586967 AMERISOURCEBERGEN CORP COM 03073E105 125670 1419999 SH SOLE 0 1326964 0 93035 AMETEK INC NEW COM 031100100 74069 1369625 SH SOLE 0 1298105 0 71520 ANALOG DEVICES INC COM 032654105 149095 1819346 SH SOLE 0 1699878 0 119468 ANTHEM INC COM 036752103 247355 1495674 SH SOLE 0 1396941 0 98733 AON PLC SHS CL A G0408V102 1512254 12741205 SH SOLE 0 11527080 0 1214125 APACHE CORP COM 037411105 217985 4241783 SH SOLE 0 4030991 0 210792 APPLE INC COM 037833100 72843 507053 SH SOLE 0 507053 0 0 ARAMARK COM 03852U106 198597 5386423 SH SOLE 0 5107796 0 278627 ARCH CAP GROUP LTD ORD G0450A105 1672578 17648811 SH SOLE 0 16376591 0 1272220 ARROW ELECTRS INC COM 042735100 201362 2742980 SH SOLE 0 2580603 0 162377 ASML HOLDING N V N Y REGISTRY SHS N07059210 279697 2106155 SH SOLE 0 1966788 0 139367 ATHENAHEALTH INC COM 04685W103 151348 1343044 SH SOLE 0 1202275 0 140769 ATLASSIAN CORP PLC CL A G06242104 180223 6017450 SH SOLE 0 5408133 0 609317 AUTONATION INC COM 05329W102 124164 2936019 SH SOLE 0 2744303 0 191716 AVNET INC COM 053807103 206210 4506341 SH SOLE 0 4263228 0 243113 AXON ENTERPRISE INC COM 05464C101 31718 1391765 SH SOLE 0 978895 0 412870 BAIDU INC SPON ADR REP A 056752108 1318047 7639967 SH SOLE 0 7107613 0 532354 BANK AMER CORP COM 060505104 246799 10462017 SH SOLE 0 9769784 0 692233 BANK NEW YORK MELLON CORP COM 064058100 635157 13448163 SH SOLE 0 11880551 0 1567612 BECTON DICKINSON & CO COM 075887109 291493 1589035 SH SOLE 0 1507073 0 81962 BENEFITFOCUS INC COM 08180D106 26262 939601 SH SOLE 0 660259 0 279342 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81961 491729 SH SOLE 0 491729 0 0 BLACKBAUD INC COM 09227Q100 24712 322310 SH SOLE 0 226501 0 95809 BLOCK H & R INC COM 093671105 109466 4708203 SH SOLE 0 4401038 0 307165 BLUE BUFFALO PET PRODS INC COM 09531U102 75396 3278067 SH SOLE 0 2965336 0 312731 BOSTON SCIENTIFIC CORP COM 101137107 1056282 42472120 SH SOLE 0 40012887 0 2459233 BRADY CORP CL A 104674106 17557 454245 SH SOLE 0 319212 0 135033 BRIGHT HORIZONS FAM SOL IN D COM 109194100 42481 586019 SH SOLE 0 411733 0 174286 BROADCOM LTD SHS Y09827109 246933 1127752 SH SOLE 0 1053132 0 74620 BURLINGTON STORES INC COM 122017106 48562 499146 SH SOLE 0 350758 0 148388 BWX TECHNOLOGIES INC COM 05605H100 62776 1318817 SH SOLE 0 978586 0 340231 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 5538 347000 SH SOLE 0 245334 0 101666 CANADIAN PAC RY LTD COM 13645T100 865803 5893023 SH SOLE 0 5040328 0 852695 CBOE HLDGS INC COM 12503M108 145333 1792680 SH SOLE 0 1570197 0 222483 CBS CORP NEW CL B 124857202 258116 3721402 SH SOLE 0 3562302 0 159100 CDK GLOBAL INC COM 12508E101 13511 207832 SH SOLE 0 139348 0 68484 CELANESE CORP DEL COM SER A 150870103 252663 2812053 SH SOLE 0 2665515 0 146538 CELGENE CORP COM 151020104 38115 306319 SH SOLE 0 205784 0 100535 CHINA BIOLOGIC PRODS INC COM 16938C106 39609 395578 SH SOLE 0 395578 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 84334 189294 SH SOLE 0 179357 0 9937 CHUBB LIMITED COM H1467J104 51809 380250 SH SOLE 0 380250 0 0 CIGNA CORPORATION COM 125509109 348394 2378281 SH SOLE 0 2255371 0 122910 CIMAREX ENERGY CO COM 171798101 186369 1559704 SH SOLE 0 1478898 0 80806 CINTAS CORP COM 172908105 165049 1304321 SH SOLE 0 1236212 0 68109 CISCO SYS INC COM 17275R102 374689 11085461 SH SOLE 0 9791937 0 1293524 CITIGROUP INC COM NEW 172967424 734183 12273198 SH SOLE 0 11002596 0 1270602 CITIZENS FINL GROUP INC COM 174610105 317546 9190925 SH SOLE 0 8125964 0 1064961 COACH INC COM 189754104 72878 1763320 SH SOLE 0 1648231 0 115089 COCA COLA EUROPEAN PARTNERS SHS G25839104 551285 14626813 SH SOLE 0 12787669 0 1839144 COGNEX CORP COM 192422103 91729 1092659 SH SOLE 0 768099 0 324560 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 62744 1054168 SH SOLE 0 1054168 0 0 COMCAST CORP NEW CL A 20030N101 33802 899227 SH SOLE 0 601361 0 297866 CONCHO RES INC COM 20605P101 295874 2305393 SH SOLE 0 2185531 0 119862 COPA HOLDINGS SA CL A P31076105 10293 91701 SH SOLE 0 91701 0 0 COSTAR GROUP INC COM 22160N109 47060 227104 SH SOLE 0 159601 0 67503 CREDICORP LTD COM G2519Y108 20591 126091 SH SOLE 0 126091 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 179961 3661467 SH SOLE 0 3472274 0 189193 CUBIC CORP COM 229669106 10363 196265 SH SOLE 0 145620 0 50645 DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 16819 477532 SH SOLE 0 335519 0 142013 DELPHI AUTOMOTIVE PLC SHS G27823106 248474 3087017 SH SOLE 0 2933139 0 153878 DEVON ENERGY CORP NEW COM 25179M103 336989 8077398 SH SOLE 0 7704087 0 373311 DEXCOM INC COM 252131107 567906 6702535 SH SOLE 0 6047943 0 654592 DIAMONDBACK ENERGY INC COM 25278X109 18003 173583 SH SOLE 0 121959 0 51624 DOLLAR TREE INC COM 256746108 146472 1866832 SH SOLE 0 1719873 0 146959 DONALDSON INC COM 257651109 46904 1030396 SH SOLE 0 724240 0 306156 DR REDDYS LABS LTD ADR 256135203 546 13594 SH SOLE 0 13594 0 0 DUNKIN BRANDS GROUP INC COM 265504100 10209 186697 SH SOLE 0 131109 0 55588 ECOLAB INC COM 278865100 245016 1954810 SH SOLE 0 1825825 0 128985 EDWARDS LIFESCIENCES CORP COM 28176E108 63097 670748 SH SOLE 0 635877 0 34871 ELECTRONIC ARTS INC COM 285512109 387143 4324655 SH SOLE 0 4070547 0 254108 ELLIE MAE INC COM 28849P100 42273 421591 SH SOLE 0 296243 0 125348 ENEL AMERICAS S A SPONSORED ADR 29274F104 14197 1366451 SH SOLE 0 918412 0 448039 ENVISION HEALTHCARE CORP COM 29414D100 234047 3816806 SH SOLE 0 3523644 0 293162 EOG RES INC COM 26875P101 42930 440077 SH SOLE 0 440077 0 0 EPAM SYS INC COM 29414B104 12112 160384 SH SOLE 0 160384 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 90341 2893702 SH SOLE 0 2706735 0 186967 EXPEDIA INC DEL COM NEW 30212P303 112049 888080 SH SOLE 0 841908 0 46172 EXPRESS SCRIPTS HLDG CO COM 30219G108 41118 623856 SH SOLE 0 623856 0 0 FACEBOOK INC CL A 30303M102 474655 3341463 SH SOLE 0 3081739 0 259724 FEDEX CORP COM 31428X106 235345 1205969 SH SOLE 0 1058209 0 147760 FIDELITY NATL INFORMATION SV COM 31620M106 237841 2987203 SH SOLE 0 2762167 0 225036 FIFTH THIRD BANCORP COM 316773100 158702 6248106 SH SOLE 0 5840205 0 407901 FLEETCOR TECHNOLOGIES INC COM 339041105 18075 119365 SH SOLE 0 79795 0 39570 FLIR SYS INC COM 302445101 78093 2152506 SH SOLE 0 2012241 0 140265 FLUOR CORP NEW COM 343412102 140140 2663244 SH SOLE 0 2489627 0 173617 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 123932 1400046 SH SOLE 0 1307156 0 92890 FORTUNE BRANDS HOME & SEC IN COM 34964C106 308367 5067652 SH SOLE 0 4803203 0 264449 GARTNER INC COM 366651107 129265 1197010 SH SOLE 0 1135101 0 61909 GCP APPLIED TECHNOLOGIES INC COM 36164Y101 16035 491109 SH SOLE 0 481044 0 10065 GENMARK DIAGNOSTICS INC COM 372309104 23070 1799502 SH SOLE 0 1263875 0 535627 GENTEX CORP COM 371901109 143633 6733842 SH SOLE 0 6295000 0 438842 GILEAD SCIENCES INC COM 375558103 40448 595526 SH SOLE 0 595526 0 0 GLAUKOS CORP COM 377322102 18014 351144 SH SOLE 0 246770 0 104374 GLOBAL PMTS INC COM 37940X102 523166 6484459 SH SOLE 0 6141537 0 342922 GOLDCORP INC NEW COM 380956409 224870 15412581 SH SOLE 0 14749947 0 662634 GOLDMAN SACHS GROUP INC COM 38141G104 53062 230986 SH SOLE 0 230986 0 0 GRANA Y MONTERO S A A SPONSORED ADR 38500P208 1327 423944 SH SOLE 0 423944 0 0 GRIFOLS S A SP ADR REP B NVT 398438408 232208 12302427 SH SOLE 0 10609955 0 1692472 GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 11605 682634 SH SOLE 0 682634 0 0 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 37417 1442440 SH SOLE 0 1442440 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 272262 4833334 SH SOLE 0 4318409 0 514925 HALOZYME THERAPEUTICS INC COM 40637H109 13424 1035837 SH SOLE 0 727494 0 308343 HARLEY DAVIDSON INC COM 412822108 82534 1364204 SH SOLE 0 1275024 0 89180 HARRIS CORP DEL COM 413875105 193077 1735212 SH SOLE 0 1597440 0 137772 HD SUPPLY HLDGS INC COM 40416M105 206909 5031231 SH SOLE 0 4768459 0 262772 HDFC BANK LTD ADR REPS 3 SHS 40415F101 197191 2621527 SH SOLE 0 2485075 0 136452 HEALTHEQUITY INC COM 42226A107 16332 384724 SH SOLE 0 285458 0 99266 HEICO CORP NEW COM 422806109 15943 182834 SH SOLE 0 128504 0 54330 HELMERICH & PAYNE INC COM 423452101 153996 2313296 SH SOLE 0 2177223 0 136073 HESS CORP COM 42809H107 223158 4628866 SH SOLE 0 4412165 0 216701 HOME DEPOT INC COM 437076102 31261 212907 SH SOLE 0 142274 0 70633 HUBBELL INC COM 443510607 31540 262723 SH SOLE 0 244097 0 18626 HUBSPOT INC COM 443573100 17165 283477 SH SOLE 0 199330 0 84147 IAC INTERACTIVECORP COM 44919P508 141097 1913953 SH SOLE 0 1789231 0 124722 ICICI BK LTD ADR 45104G104 3785 440164 SH SOLE 0 440164 0 0 IDEX CORP COM 45167R104 43863 469073 SH SOLE 0 329398 0 139675 IHS MARKIT LTD SHS G47567105 1821106 43411345 SH SOLE 0 40775984 0 2635361 IMPERIAL OIL LTD COM NEW 453038408 518076 17049451 SH SOLE 0 15932572 0 1116879 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 15063 357538 SH SOLE 0 251254 0 106284 INTERCONTINENTAL EXCHANGE IN COM 45866F104 333502 5570437 SH SOLE 0 5204136 0 366301 INTERXION HOLDING N.V SHS N47279109 71742 1813498 SH SOLE 0 1529433 0 284065 INTUIT COM 461202103 100423 865794 SH SOLE 0 820794 0 45000 ISHARES INDIA 50 ETF 464289529 6658 205926 SH SOLE 0 205926 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 134489 2432873 SH SOLE 0 2299479 0 133394 JOHN BEAN TECHNOLOGIES CORP COM 477839104 68180 775216 SH SOLE 0 544726 0 230490 JOHNSON & JOHNSON COM 478160104 445279 3575104 SH SOLE 0 3159858 0 415246 JONES LANG LASALLE INC COM 48020Q107 78479 704165 SH SOLE 0 669987 0 34178 KANSAS CITY SOUTHERN COM NEW 485170302 20032 233588 SH SOLE 0 233588 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 54400 1505251 SH SOLE 0 1405894 0 99357 KINROSS GOLD CORP COM NO PAR 496902404 141811 40401930 SH SOLE 0 38583957 0 1817973 KIRBY CORP COM 497266106 127316 1804624 SH SOLE 0 1686839 0 117785 LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 79955 1758024 SH SOLE 0 1673182 0 84842 LIBERTY GLOBAL PLC SHS CL A G5480U104 391015 10900902 SH SOLE 0 9549422 0 1351480 LIBERTY GLOBAL PLC SHS CL C G5480U120 610409 17420344 SH SOLE 0 15267261 0 2153083 LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 183599 4127671 SH SOLE 0 3927496 0 200175 LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 197254 9852871 SH SOLE 0 9374409 0 478462 LKQ CORP COM 501889208 862058 29451925 SH SOLE 0 27441934 0 2009991 LOEWS CORP COM 540424108 97511 2084912 SH SOLE 0 1949017 0 135895 LOWES COS INC COM 548661107 20248 246302 SH SOLE 0 164604 0 81698 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 77199 846576 SH SOLE 0 846576 0 0 M & T BK CORP COM 55261F104 168382 1088234 SH SOLE 0 974554 0 113680 MARSH & MCLENNAN COS INC COM 571748102 570025 7714508 SH SOLE 0 6817406 0 897102 MASONITE INTL CORP NEW COM 575385109 30073 379473 SH SOLE 0 266667 0 112806 MASTERCARD INCORPORATED CL A 57636Q104 49210 437538 SH SOLE 0 293345 0 144193 MATCH GROUP INC COM 57665R106 9829 601903 SH SOLE 0 422997 0 178906 MEDTRONIC PLC SHS G5960L103 1895808 23532868 SH SOLE 0 21445925 0 2086943 MERCADOLIBRE INC COM 58733R102 27788 131406 SH SOLE 0 108740 0 22666 MICROSOFT CORP COM 594918104 506733 7694089 SH SOLE 0 6799230 0 894859 MIDDLEBY CORP COM 596278101 169506 1242256 SH SOLE 0 1178001 0 64255 MIDSTATES PETROLEUM CO INC COM 59804T407 9447 512050 SH SOLE 0 512050 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 230381 4989842 SH SOLE 0 4677982 0 311860 MOTOROLA SOLUTIONS INC COM NEW 620076307 191060 2215956 SH SOLE 0 2100747 0 115209 NATIONAL INSTRS CORP COM 636518102 16299 500576 SH SOLE 0 351844 0 148732 NEOGENOMICS INC COM NEW 64049M209 19353 2452840 SH SOLE 0 1722703 0 730137 NEVRO CORP COM 64157F103 37220 397224 SH SOLE 0 279158 0 118066 NEWELL BRANDS INC COM 651229106 208877 4428179 SH SOLE 0 4196935 0 231244 NEWS CORP NEW CL A 65249B109 153612 11816314 SH SOLE 0 11225968 0 590346 NOAH HLDGS LTD SPON ADS CL A 65487X102 3239 127622 SH SOLE 0 127622 0 0 NOBLE ENERGY INC COM 655044105 228840 6663944 SH SOLE 0 6223020 0 440924 NORTHERN TR CORP COM 665859104 205304 2371267 SH SOLE 0 2248610 0 122657 NVIDIA CORP COM 67066G104 192903 1770891 SH SOLE 0 1679740 0 91151 OCCIDENTAL PETE CORP DEL COM 674599105 65233 1029560 SH SOLE 0 1029560 0 0 OGE ENERGY CORP COM 670837103 2999 85725 SH SOLE 0 80092 0 5633 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 38444 1147595 SH SOLE 0 806489 0 341106 OMNICOM GROUP INC COM 681919106 141400 1640183 SH SOLE 0 1533237 0 106946 ORACLE CORP COM 68389X105 635857 14253686 SH SOLE 0 12691648 0 1562038 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 3727 68733 SH SOLE 0 68733 0 0 PANDORA MEDIA INC COM 698354107 31042 2628475 SH SOLE 0 1822635 0 805840 PANERA BREAD CO CL A 69840W108 86184 329110 SH SOLE 0 311999 0 17111 PAYLOCITY HLDG CORP COM 70438V106 27301 706726 SH SOLE 0 497124 0 209602 PENUMBRA INC COM 70975L107 12366 148180 SH SOLE 0 104132 0 44048 PIONEER NAT RES CO COM 723787107 251371 1349786 SH SOLE 0 1260478 0 89308 PRICELINE GRP INC COM NEW 741503403 266565 149758 SH SOLE 0 137041 0 12717 PRICESMART INC COM 741511109 17593 190815 SH SOLE 0 134090 0 56725 PROGRESSIVE CORP OHIO COM 743315103 323399 8254185 SH SOLE 0 7377045 0 877140 PROOFPOINT INC COM 743424103 172048 2313715 SH SOLE 0 1979427 0 334288 Q2 HLDGS INC COM 74736L109 56811 1630156 SH SOLE 0 1145818 0 484338 QUALCOMM INC COM 747525103 541521 9444032 SH SOLE 0 8408939 0 1035093 REGENERON PHARMACEUTICALS COM 75886F107 749145 1933228 SH SOLE 0 1819962 0 113266 ROCKWELL COLLINS INC COM 774341101 105392 1084731 SH SOLE 0 1013912 0 70819 ROGERS COMMUNICATIONS INC CL B 775109200 46441 1050328 SH SOLE 0 910914 0 139414 ROPER TECHNOLOGIES INC COM 776696106 195690 947697 SH SOLE 0 899681 0 48016 RPM INTL INC COM 749685103 160627 2918894 SH SOLE 0 2766473 0 152421 RYDER SYS INC COM 783549108 134168 1778474 SH SOLE 0 1662530 0 115944 S&P GLOBAL INC COM 78409V104 924494 7071241 SH SOLE 0 6660508 0 410733 SALESFORCE COM INC COM 79466L302 181057 2194895 SH SOLE 0 2049965 0 144930 SAP SE SPON ADR 803054204 230 2348 SH SOLE 0 2348 0 0 SCANA CORP NEW COM 80589M102 91844 1405419 SH SOLE 0 1314174 0 91245 SEALED AIR CORP NEW COM 81211K100 69297 1590109 SH SOLE 0 1441911 0 148198 SEATTLE GENETICS INC COM 812578102 80065 1273698 SH SOLE 0 1165517 0 108181 SERVICENOW INC COM 81762P102 24431 279313 SH SOLE 0 187042 0 92271 SHERWIN WILLIAMS CO COM 824348106 13305 42894 SH SOLE 0 28775 0 14119 SMITH A O COM 831865209 70807 1384035 SH SOLE 0 1312477 0 71558 STATE STR CORP COM 857477103 186448 2342023 SH SOLE 0 2187030 0 154993 SVB FINL GROUP COM 78486Q101 317953 1708600 SH SOLE 0 1563346 0 145254 SYNCHRONY FINL COM 87165B103 16960 494447 SH SOLE 0 331736 0 162711 SYNOPSYS INC COM 871607107 106085 1470753 SH SOLE 0 1374201 0 96552 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 60899 1854412 SH SOLE 0 1634745 0 219667 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 41434 699067 SH SOLE 0 491114 0 207953 TD AMERITRADE HLDG CORP COM 87236Y108 151192 3890696 SH SOLE 0 3687489 0 203207 TE CONNECTIVITY LTD REG SHS H84989104 802502 10764612 SH SOLE 0 10081994 0 682618 TEGNA INC COM 87901J105 66125 2580995 SH SOLE 0 2412763 0 168232 TELEDYNE TECHNOLOGIES INC COM 879360105 65597 518719 SH SOLE 0 384850 0 133869 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1060038 71383011 SH SOLE 0 65916139 0 5466872 TENARIS S A SPONSORED ADR 88031M109 160062 4688395 SH SOLE 0 4036100 0 652295 TESORO CORP COM 881609101 118853 1466237 SH SOLE 0 1369640 0 96597 TORCHMARK CORP COM 891027104 165818 2152356 SH SOLE 0 2012183 0 140173 TYLER TECHNOLOGIES INC COM 902252105 40112 259527 SH SOLE 0 182363 0 77164 ULTA BEAUTY INC COM 90384S303 267795 938873 SH SOLE 0 890060 0 48813 ULTIMATE SOFTWARE GROUP INC COM 90385D107 64059 328153 SH SOLE 0 230505 0 97648 UNILEVER PLC SPON ADR NEW 904767704 175144 3549746 SH SOLE 0 3412606 0 137140 UNITED TECHNOLOGIES CORP COM 913017109 263828 2351198 SH SOLE 0 2249890 0 101308 VANTIV INC CL A 92210H105 203829 3178872 SH SOLE 0 3013585 0 165287 VEEVA SYS INC CL A COM 922475108 333275 6499126 SH SOLE 0 5822037 0 677089 VERISK ANALYTICS INC COM 92345Y106 68119 839519 SH SOLE 0 795655 0 43864 VISA INC COM CL A 92826C839 654258 7361962 SH SOLE 0 6893057 0 468905 VISTEON CORP COM NEW 92839U206 51331 524050 SH SOLE 0 368431 0 155619 WABCO HLDGS INC COM 92927K102 243170 2070942 SH SOLE 0 1813681 0 257261 WABTEC CORP COM 929740108 134628 1725999 SH SOLE 0 1636477 0 89522 WASTE CONNECTIONS INC COM 94106B101 384988 4363949 SH SOLE 0 4137141 0 226808 WEBSTER FINL CORP CONN COM 947890109 28961 578755 SH SOLE 0 406474 0 172281 WELLS FARGO & CO NEW COM 949746101 68882 1237557 SH SOLE 0 1072911 0 164646 WESTPAC BKG CORP SPONSORED ADR 961214301 2158 80770 SH SOLE 0 80770 0 0 WORKDAY INC CL A 98138H101 121135 1454552 SH SOLE 0 1379443 0 75109 WORLD FUEL SVCS CORP COM 981475106 97794 2697766 SH SOLE 0 2523265 0 174501 YANDEX N V SHS CLASS A N97284108 27016 1231927 SH SOLE 0 1231927 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3334 137301 SH SOLE 0 137301 0 0 YUM CHINA HLDGS INC COM 98850P109 36366 1336993 SH SOLE 0 1251747 0 85246