0000950123-18-011062.txt : 20181113
0000950123-18-011062.hdr.sgml : 20181113
20181113070017
ACCESSION NUMBER: 0000950123-18-011062
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181113
DATE AS OF CHANGE: 20181113
EFFECTIVENESS DATE: 20181113
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: 181174995
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
09-30-2018
09-30-2018
Artisan Partners Limited Partnership
875 E Wisconsin Ave
Ste 800
Milwaukee
WI
53202
13F HOLDINGS REPORT
028-13578
N
Gregory K. Ramirez
Vice President & Assistant Treasurer
414-390-6100
/s/ Gregory K. Ramirez
Milwaukee
WI
11-12-2018
0
272
52557215
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
ABBOTT LABS
COM
002824100
33924
462426
SH
SOLE
331844
0
130582
ACCELERON PHARMA INC
COM
00434H108
29325
512411
SH
SOLE
387057
0
125354
ACI WORLDWIDE INC
COM
004498101
66621
2367492
SH
SOLE
1787526
0
579966
ACTIVISION BLIZZARD INC
COM
00507V109
224396
2697390
SH
SOLE
2455549
0
241841
ACUITY BRANDS INC
COM
00508Y102
2849
18121
SH
SOLE
18121
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
518576
3080712
SH
SOLE
2793725
0
286987
ADVANCED MICRO DEVICES INC
COM
007903107
168661
5460048
SH
SOLE
5186125
0
273923
AGILENT TECHNOLOGIES INC
COM
00846U101
11358
161013
SH
SOLE
161013
0
0
AGILENT TECHNOLOGIES INC
OPTIONS
00846U101
3703
52500
SH
Call
SOLE
0
0
0
AIR LEASE CORP
CL A
00912X302
275215
5998587
SH
SOLE
5655083
0
343504
ALBEMARLE CORP
COM
012653101
141536
1418481
SH
SOLE
1348406
0
70075
ALEXION PHARMACEUTICALS INC
COM
015351109
193409
1391333
SH
SOLE
1324353
0
66980
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
117166
711134
SH
SOLE
711134
0
0
ALIGN TECHNOLOGY INC
COM
016255101
129258
330396
SH
SOLE
314306
0
16090
ALLEGHANY CORP DEL
COM
017175100
73368
112436
SH
SOLE
102760
0
9676
ALLERGAN PLC
SHS
G0177J108
607171
3187582
SH
SOLE
2993583
0
193999
ALPHABET INC
CAP STK CL A
02079K305
782638
648373
SH
SOLE
584650
0
63723
ALPHABET INC
CAP STK CL C
02079K107
326218
273336
SH
SOLE
252479
0
20857
AMBARELLA INC
SHS
G037AX101
18900
488616
SH
SOLE
368761
0
119855
AMERCO
COM
023586100
141962
398044
SH
SOLE
363746
0
34298
AMERICAN EXPRESS CO
COM
025816109
533761
5012311
SH
SOLE
4545430
0
466881
AMERISOURCEBERGEN CORP
COM
03073E105
61769
669802
SH
SOLE
612534
0
57268
ANALOG DEVICES INC
COM
032654105
136096
1471944
SH
SOLE
1345274
0
126670
ANDEAVOR
COM
03349M105
119174
776376
SH
SOLE
708867
0
67509
ANTERO MIDSTREAM GP LP
COM SHS REPSTG
03675Y103
20541
1214003
SH
SOLE
916171
0
297832
ANTHEM INC
COM
036752103
530547
1935949
SH
SOLE
1756788
0
179161
AON PLC
SHS CL A
G0408V102
1424565
9263655
SH
SOLE
8409961
0
853694
APACHE CORP
COM
037411105
143127
3002446
SH
SOLE
2840694
0
161752
APPLE INC
COM
037833100
104655
463610
SH
SOLE
463610
0
0
APPTIO INC
CL A
03835C108
15201
411289
SH
SOLE
295129
0
116160
APTIV PLC
SHS
G6095L109
698132
8321007
SH
SOLE
7741545
0
579462
ARCH CAP GROUP LTD
ORD
G0450A105
1611149
54047283
SH
SOLE
50792443
0
3254840
ARGENX SE
SPONSORED ADR
04016X101
17656
232808
SH
SOLE
175795
0
57013
ARROW ELECTRS INC
COM
042735100
118482
1607189
SH
SOLE
1468862
0
138327
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
16416
231672
SH
SOLE
174928
0
56744
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
454186
2415625
SH
SOLE
2226921
0
188704
ATLASSIAN CORP PLC
CL A
G06242104
862782
8974220
SH
SOLE
8372928
0
601292
AUTOMATIC DATA PROCESSING IN
COM
053015103
12759
84689
SH
SOLE
84689
0
0
AUTONATION INC
COM
05329W102
218034
5247500
SH
SOLE
4926329
0
321171
AXALTA COATING SYS LTD
COM
G0750C108
115347
3955659
SH
SOLE
3614845
0
340814
BAIDU INC
SPON ADR REP A
056752108
1424716
6230172
SH
SOLE
5867874
0
362298
BANK AMER CORP
COM
060505104
619625
21032751
SH
SOLE
19143258
0
1889493
BANK NEW YORK MELLON CORP
COM
064058100
712948
13982111
SH
SOLE
12678590
0
1303521
BENEFITFOCUS INC
COM
08180D106
51725
1278737
SH
SOLE
965479
0
313258
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
110707
517058
SH
SOLE
517058
0
0
BIO RAD LABS INC
CL A
090572207
8444
26980
SH
SOLE
19362
0
7618
BLACKBERRY LTD
COM
09228F103
26556
2333563
SH
SOLE
1795373
0
538190
BLACKLINE INC
COM
09239B109
69403
1229031
SH
SOLE
927983
0
301048
BLOCK H & R INC
COM
093671105
118640
4607394
SH
SOLE
4209760
0
397634
BOEING CO
COM
097023105
6450
17343
SH
SOLE
17343
0
0
BOEING CO
OPTIONS
097023105
6694
18000
SH
Call
SOLE
0
0
0
BOOKING HLDGS INC
COM
09857L108
216925
109337
SH
SOLE
99610
0
9727
BOSTON SCIENTIFIC CORP
COM
101137107
955777
24825387
SH
SOLE
23023461
0
1801926
BOTTOMLINE TECH DEL INC
COM
101388106
5791
79648
SH
SOLE
79648
0
0
BOX INC
CL A
10316T104
155594
6507495
SH
SOLE
5860435
0
647060
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
65981
559922
SH
SOLE
422024
0
137898
BURLINGTON STORES INC
COM
122017106
31402
192743
SH
SOLE
145591
0
47152
BWX TECHNOLOGIES INC
COM
05605H100
241378
3859585
SH
SOLE
3475741
0
383844
CAE INC
COM
124765108
12692
625245
SH
SOLE
448582
0
176663
CALLON PETE CO DEL
COM
13123X102
31040
2588784
SH
SOLE
1955563
0
633221
CANADA GOOSE HOLDINGS INC
SHS SUB VTG
135086106
255350
3956454
SH
SOLE
3491244
0
465210
CANADIAN NATL RY CO
COM
136375102
246599
2746091
SH
SOLE
2381409
0
364682
CANADIAN PAC RY LTD
COM
13645T100
646836
3051977
SH
SOLE
2635930
0
416047
CARDINAL HEALTH INC
COM
14149Y108
47688
883119
SH
SOLE
883119
0
0
CATERPILLAR INC
OPTIONS
149123101
1220
8000
SH
Put
SOLE
0
0
0
CBS CORP NEW
CL B
124857202
210797
3669226
SH
SOLE
3462882
0
206344
CELANESE CORP DEL
COM
150870103
252970
2219031
SH
SOLE
2061363
0
157668
CHEGG INC
COM
163092109
57684
2028982
SH
SOLE
1532195
0
496787
CHIPOTLE MEXICAN GRILL INC
COM
169656105
56135
123504
SH
SOLE
117484
0
6020
CHUBB LIMITED
COM
H1467J104
55300
413798
SH
SOLE
413798
0
0
CIMAREX ENERGY CO
COM
171798101
124311
1337537
SH
SOLE
1223338
0
114199
CINTAS CORP
COM
172908105
154765
782391
SH
SOLE
744701
0
37690
CISCO SYS INC
COM
17275R102
73363
1507969
SH
SOLE
1507969
0
0
CISION LTD
SHS
G1992S109
43481
2588144
SH
SOLE
1970497
0
617647
CITIGROUP INC
COM NEW
172967424
796698
11105357
SH
SOLE
10202683
0
902674
CITIZENS FINL GROUP INC
COM
174610105
19769
512551
SH
SOLE
367228
0
145323
CME GROUP INC
COM CL A
12572Q105
28533
167637
SH
SOLE
145476
0
22161
COGNEX CORP
COM
192422103
89473
1602888
SH
SOLE
1426501
0
176387
COHERENT INC
COM
192479103
88735
515331
SH
SOLE
465748
0
49583
COMCAST CORP NEW
CL A
20030N101
72676
2052426
SH
SOLE
2052426
0
0
CONCHO RES INC
COM
20605P101
283767
1857725
SH
SOLE
1766970
0
90755
COPA HOLDINGS SA
CL A
P31076105
1082
13552
SH
SOLE
13552
0
0
CORESITE RLTY CORP
COM
21870Q105
8032
72266
SH
SOLE
72266
0
0
CREDICORP LTD
COM
G2519Y108
51104
229086
SH
SOLE
229086
0
0
CREE INC
COM
225447101
269702
7121790
SH
SOLE
6471322
0
650468
CROWN CASTLE INTL CORP NEW
COM
22822V101
6244
56086
SH
SOLE
56086
0
0
CTRIP COM INTL LTD
AMERICAN DEP SHS
22943F100
1817
48892
SH
SOLE
48892
0
0
CUBIC CORP
COM
229669106
27391
374959
SH
SOLE
299633
0
75326
CURTISS WRIGHT CORP
COM
231561101
58637
426699
SH
SOLE
341145
0
85554
DANAHER CORP DEL
COM
235851102
13483
124080
SH
SOLE
124080
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
227798
7263974
SH
SOLE
6625831
0
638143
DENTSPLY SIRONA INC
COM
24906P109
412275
10924094
SH
SOLE
9905898
0
1018196
DEVON ENERGY CORP NEW
COM
25179M103
188357
4715999
SH
SOLE
4436668
0
279331
DEXCOM INC
COM
252131107
102035
713333
SH
SOLE
536262
0
177071
DIAMONDBACK ENERGY INC
COM
25278X109
2029
15006
SH
SOLE
15006
0
0
DISH NETWORK CORP
NOTE 2.375% 3/1
25470MAD1
17018
19200000
PRN
SOLE
0
0
19200000
DOLBY LABORATORIES INC
COM
25659T107
18671
266837
SH
SOLE
191442
0
75395
DONALDSON INC
COM
257651109
80472
1381265
SH
SOLE
1042914
0
338351
DOWDUPONT INC
COM
26078J100
57638
896255
SH
SOLE
896255
0
0
DOWDUPONT INC
OPTIONS
26078J100
15563
242000
SH
Call
SOLE
0
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
294716
1692798
SH
SOLE
1607893
0
84905
ELANCO ANIMAL HEALTH INC
COM
28414H103
774
22195
SH
SOLE
15859
0
6336
ELLIE MAE INC
COM
28849P100
46649
492239
SH
SOLE
371656
0
120583
EOG RES INC
COM
26875P101
51843
406385
SH
SOLE
406385
0
0
EQUINIX INC
COM PAR $0.001
29444U700
19668
45435
SH
SOLE
45435
0
0
EQUITY COMWLTH
COM SH BEN INT
294628102
112187
3495998
SH
SOLE
3195279
0
300719
EVENTBRITE INC
COM CL A
29975E109
2800
73746
SH
SOLE
56113
0
17633
EXACT SCIENCES CORP
COM
30063P105
164067
2078909
SH
SOLE
1975361
0
103548
EXPEDIA GROUP INC
COM NEW
30212P303
716716
5492916
SH
SOLE
5083902
0
409014
FACEBOOK INC
CL A
30303M102
106017
644636
SH
SOLE
614059
0
30577
FARFETCH LTD
ORD SH CL A
30744W107
1290
47392
SH
SOLE
47392
0
0
FEDEX CORP
COM
31428X106
301635
1252689
SH
SOLE
1132828
0
119861
FIDELITY NATL INFORMATION SV
COM
31620M106
28791
263969
SH
SOLE
189574
0
74395
FIFTH THIRD BANCORP
COM
316773100
142283
5096094
SH
SOLE
4657663
0
438431
FIRST REP BK SAN FRANCISCO C
COM
33616C100
241404
2514626
SH
SOLE
2385431
0
129195
FLEXION THERAPEUTICS INC
COM
33938J106
7335
392022
SH
SOLE
281409
0
110613
FLIR SYS INC
COM
302445101
184440
3000496
SH
SOLE
2849251
0
151245
FLOOR & DECOR HLDGS INC
CL A
339750101
18924
627252
SH
SOLE
473238
0
154014
FLUOR CORP NEW
COM
343412102
304632
5243232
SH
SOLE
4835759
0
407473
FORTIVE CORP
COM
34959J108
200516
2381431
SH
SOLE
2274248
0
107183
GARDNER DENVER HLDGS INC
COM
36555P107
291193
10274979
SH
SOLE
9335134
0
939845
GCI LIBERTY INC
COM CLASS A
36164V305
143202
2807878
SH
SOLE
2602289
0
205589
GCP APPLIED TECHNOLOGIES INC
COM
36164Y101
10323
388817
SH
SOLE
374435
0
14382
GENTEX CORP
COM
371901109
128304
5978748
SH
SOLE
5464263
0
514485
GLAUKOS CORP
COM
377322102
50750
781980
SH
SOLE
590900
0
191080
GLOBAL PMTS INC
COM
37940X102
603384
4736141
SH
SOLE
4509542
0
226599
GOLDMAN SACHS GROUP INC
COM
38141G104
56156
250426
SH
SOLE
250426
0
0
GRANA Y MONTERO S A A
SPONSORED ADS
38500P208
1117
413775
SH
SOLE
413775
0
0
GRUPO FINANCIERO GALICIA S A
SP ADR 10 SH B
399909100
13904
546765
SH
SOLE
546765
0
0
GRUPO SUPERVIELLE S A
SPONSORED ADR
40054A108
1480
192994
SH
SOLE
192994
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
392621
3886947
SH
SOLE
3494186
0
392761
HALOZYME THERAPEUTICS INC
COM
40637H109
39281
2161872
SH
SOLE
1632931
0
528941
HARRIS CORP DEL
COM
413875105
313008
1849819
SH
SOLE
1683116
0
166703
HARRIS CORP DEL
OPTIONS
413875105
15161
89600
SH
Call
SOLE
0
0
0
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
449367
4775421
SH
SOLE
4453395
0
322026
HEALTHEQUITY INC
COM
42226A107
55136
584007
SH
SOLE
440723
0
143284
HEICO CORP NEW
COM
422806109
49573
535284
SH
SOLE
426326
0
108958
HESS CORP
COM
42809H107
215295
3007753
SH
SOLE
2828640
0
179113
HUAZHU GROUP LTD
SPONSORED ADS
44332N106
69310
2145828
SH
SOLE
2145828
0
0
HUBSPOT INC
COM
443573100
146871
972977
SH
SOLE
849543
0
123434
IAC INTERACTIVECORP
COM
44919P508
205285
947235
SH
SOLE
865225
0
82010
ICICI BK LTD
ADR
45104G104
24850
2926995
SH
SOLE
2926995
0
0
IHS MARKIT LTD
SHS
G47567105
1638054
30356825
SH
SOLE
27922093
0
2434732
IMPERIAL OIL LTD
COM NEW
453038408
932744
28822456
SH
SOLE
27354760
0
1467696
INDUSTRIAL SELECT SECTOR SPDR FUND
OPTIONS
81369Y704
11094
141500
SH
Put
SOLE
0
0
0
INGEVITY CORP
COM
45688C107
37329
366402
SH
SOLE
276799
0
89603
INSULET CORP
COM
45784P101
80000
755076
SH
SOLE
683853
0
71223
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
146513
1956373
SH
SOLE
1690548
0
265825
INTERNATIONAL PAPER CO
OPTIONS
460146103
1204
24500
SH
Put
SOLE
0
0
0
INTERXION HOLDING N.V
SHS
N47279109
97559
1449612
SH
SOLE
1237710
0
211902
IQIYI INC
SPONSORED ADS
46267X108
1885
69636
SH
SOLE
69636
0
0
ISHARES TR
INDIA 50 ETF
464289529
4638
135607
SH
SOLE
135607
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
167746
2192757
SH
SOLE
2060251
0
132506
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
88373
740766
SH
SOLE
558211
0
182555
JOHNSON & JOHNSON
COM
478160104
361722
2617949
SH
SOLE
2331632
0
286317
KELLOGG CO
COM
487836108
63050
900454
SH
SOLE
856967
0
43487
KIRBY CORP
COM
497266106
138914
1688921
SH
SOLE
1544485
0
144436
KROGER CO
COM
501044101
171082
5877079
SH
SOLE
5370849
0
506230
L3 TECHNOLOGIES INC
COM
502413107
7356
34597
SH
SOLE
34597
0
0
L3 TECHNOLOGIES INC
OPTIONS
502413107
3402
16000
SH
Call
SOLE
0
0
0
LAM RESEARCH CORP
COM
512807108
143751
947599
SH
SOLE
899916
0
47683
LAMB WESTON HLDGS INC
COM
513272104
48032
721205
SH
SOLE
573903
0
147302
LIBERTY EXPEDIA HOLDINGS
SER A COM
53046P109
101540
2158598
SH
SOLE
2027995
0
130603
LKQ CORP
COM
501889208
433419
13685473
SH
SOLE
12601818
0
1083655
LOEWS CORP
COM
540424108
85342
1699033
SH
SOLE
1552878
0
146155
LOWES COS INC
COM
548661107
338778
2950516
SH
SOLE
2685744
0
264772
LULULEMON ATHLETICA INC
COM
550021109
193652
1191781
SH
SOLE
1133618
0
58163
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
57230
558285
SH
SOLE
558285
0
0
M & T BK CORP
COM
55261F104
124338
755672
SH
SOLE
690644
0
65028
MARATHON PETE CORP
COM
56585A102
15004
187625
SH
SOLE
134601
0
53024
MARKETAXESS HLDGS INC
COM
57060D108
46837
262408
SH
SOLE
249568
0
12840
MARSH & MCLENNAN COS INC
COM
571748102
656094
7931507
SH
SOLE
7191872
0
739635
MASTERCARD INCORPORATED
CL A
57636Q104
46658
209596
SH
SOLE
150400
0
59196
MAXIM INTEGRATED PRODS INC
COM
57772K101
149471
2650661
SH
SOLE
2522006
0
128655
MEDTRONIC PLC
SHS
G5960L103
2242651
22798116
SH
SOLE
20865894
0
1932222
MERCADOLIBRE INC
COM
58733R102
75559
221927
SH
SOLE
221927
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
74835
948355
SH
SOLE
902060
0
46295
MICROSOFT CORP
COM
594918104
12697
111020
SH
SOLE
111020
0
0
MONDELEZ INTL INC
CL A
609207105
49074
1142315
SH
SOLE
820128
0
322187
MONOLITHIC PWR SYS INC
COM
609839105
41096
327377
SH
SOLE
247363
0
80014
MOTOROLA SOLUTIONS INC
COM NEW
620076307
252640
1941292
SH
SOLE
1842118
0
99174
MRC GLOBAL INC
COM
55345K103
26533
1413566
SH
SOLE
1067561
0
346005
NEOGENOMICS INC
COM NEW
64049M209
24183
1575423
SH
SOLE
1188874
0
386549
NEUROCRINE BIOSCIENCES INC
COM
64125C109
225892
1837264
SH
SOLE
1651661
0
185603
NEW YORK TIMES CO
CL A
650111107
124855
5393321
SH
SOLE
4892632
0
500689
NEWS CORP NEW
CL A
65249B109
97343
7380047
SH
SOLE
6744808
0
635239
NOAH HLDGS LTD
SPON ADS CL A
65487X102
3255
77247
SH
SOLE
77247
0
0
NOBLE ENERGY INC
COM
655044105
419496
13449687
SH
SOLE
12253838
0
1195849
NORTHROP GRUMMAN CORP
COM
666807102
4917
15494
SH
SOLE
15494
0
0
NORTHROP GRUMMAN CORP
OPTIONS
666807102
21169
66700
SH
Call
SOLE
0
0
0
NOVANTA INC
COM
67000B104
57705
843643
SH
SOLE
642566
0
201077
NUTRIEN LTD
COM
67077M108
209891
3637627
SH
SOLE
3467005
0
170622
NXP SEMICONDUCTORS N V
COM
N6596X109
630987
7379964
SH
SOLE
6928279
0
451685
OAKTREE CAP GROUP LLC
UNIT CL A
674001201
56461
1363782
SH
SOLE
1363782
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
72343
880406
SH
SOLE
880406
0
0
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
76973
800971
SH
SOLE
604773
0
196198
OMNICOM GROUP INC
COM
681919106
112753
1657639
SH
SOLE
1512806
0
144833
ORACLE CORP
COM
68389X105
811818
15745105
SH
SOLE
14430337
0
1314768
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
324422
11724681
SH
SOLE
10990768
0
733913
PAMPA ENERGIA S A
SPONS ADR LVL I
697660207
1176
37862
SH
SOLE
37862
0
0
PAYPAL HLDGS INC
COM
70450Y103
28571
325263
SH
SOLE
233544
0
91719
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
71654V101
919
87812
SH
SOLE
87812
0
0
PETROLEO BRASILEIRO SA PETRO
SPONSORED ADR
71654V408
445964
36948117
SH
SOLE
31775127
0
5172990
PINNACLE FINL PARTNERS INC
COM
72346Q104
72427
1204110
SH
SOLE
1099273
0
104837
PIONEER NAT RES CO
COM
723787107
489461
2809925
SH
SOLE
2557760
0
252165
POWERSHARES QQQ TRUST SERIES 1
OPTIONS
46090E103
6596
35500
SH
Put
SOLE
0
0
0
POWERSHARES QQQ TRUST SERIES 1
OPTIONS
46090E103
4366
23500
SH
Put
SOLE
0
0
0
PROGRESSIVE CORP OHIO
COM
743315103
1321479
18601894
SH
SOLE
17181498
0
1420396
PROOFPOINT INC
COM
743424103
200360
1884322
SH
SOLE
1624897
0
259425
Q2 HLDGS INC
COM
74736L109
124528
2056610
SH
SOLE
1542992
0
513618
QUALCOMM INC
COM
747525103
679053
9427360
SH
SOLE
8547260
0
880100
QURATE RETAIL INC
COM SER A
74915M100
210984
9499486
SH
SOLE
8936780
0
562706
RADIUS HEALTH INC
COM NEW
750469207
13099
735880
SH
SOLE
555843
0
180037
RAYTHEON CO
COM NEW
755111507
50355
243662
SH
SOLE
174825
0
68837
ROCKWELL AUTOMATION INC
OPTIONS
773903109
1219
6500
SH
Put
SOLE
0
0
0
ROCKWELL COLLINS INC
COM
774341101
71608
509772
SH
SOLE
465919
0
43853
ROGERS CORP
COM
775133101
36311
246476
SH
SOLE
186000
0
60476
ROKU INC
COM CL A
77543R102
1562
21390
SH
SOLE
15353
0
6037
ROPER TECHNOLOGIES INC
COM
776696106
255199
861547
SH
SOLE
817047
0
44500
RYDER SYS INC
COM
783549108
121152
1658023
SH
SOLE
1515501
0
142522
S&P GLOBAL INC
COM
78409V104
82562
422550
SH
SOLE
384609
0
37941
SALESFORCE COM INC
COM
79466L302
338946
2131332
SH
SOLE
1940822
0
190510
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
13947
86828
SH
SOLE
86828
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
52633
297781
SH
SOLE
297781
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
17874
237247
SH
SOLE
179131
0
58116
SNAP-ON INC
OPTIONS
833034101
1102
6000
SH
Put
SOLE
0
0
0
SPDR S&P500 ETF TRUST
OPTIONS
78462F103
22531
77500
SH
Put
SOLE
0
0
0
SPLUNK INC
COM
848637104
8120
67156
SH
SOLE
67156
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
63335
350246
SH
SOLE
309311
0
40935
STANLEY BLACK & DECKER INC
COM
854502101
238835
1630938
SH
SOLE
1549611
0
81327
STARBUCKS CORP
COM
855244109
43870
771808
SH
SOLE
771808
0
0
STATE STR CORP
COM
857477103
54119
645968
SH
SOLE
588109
0
57859
STORE CAP CORP
COM
862121100
44277
1593265
SH
SOLE
1452550
0
140715
SVB FINL GROUP
COM
78486Q101
209289
673322
SH
SOLE
640520
0
32802
SYNCHRONY FINL
COM
87165B103
191135
6149782
SH
SOLE
5816413
0
333369
TABLEAU SOFTWARE INC
CL A
87336U105
473716
4239451
SH
SOLE
3852974
0
386477
TABULA RASA HEALTHCARE INC
COM
873379101
15417
189886
SH
SOLE
143430
0
46456
TACTILE SYS TECHNOLOGY INC
COM
87357P100
7883
110953
SH
SOLE
82999
0
27954
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
195519
1416909
SH
SOLE
1347847
0
69062
TAL ED GROUP
SPONSORED ADS
874080104
74531
2898896
SH
SOLE
2898896
0
0
TD AMERITRADE HLDG CORP
COM
87236Y108
241802
4576984
SH
SOLE
4354704
0
222280
TE CONNECTIVITY LTD
REG SHS
H84989104
333704
3795108
SH
SOLE
3671245
0
123863
TELADOC HEALTH INC
COM
87918A105
27267
315776
SH
SOLE
238595
0
77181
TELEDYNE TECHNOLOGIES INC
COM
879360105
128468
520788
SH
SOLE
420711
0
100077
TELEFONICA BRASIL SA
SPONSORED ADR
87936R106
955371
98188184
SH
SOLE
92066983
0
6121201
THERMO FISHER SCIENTIFIC INC
COM
883556102
6345
25994
SH
SOLE
25994
0
0
TIFFANY & CO NEW
COM
886547108
63361
491288
SH
SOLE
467497
0
23791
TORCHMARK CORP
COM
891027104
153773
1773828
SH
SOLE
1621204
0
152624
TRANSUNION
COM
89400J107
230526
3133000
SH
SOLE
2974730
0
158270
TRIMBLE INC
COM
896239100
64527
1484742
SH
SOLE
1412321
0
72421
TRIPADVISOR INC
COM
896945201
103590
2028397
SH
SOLE
1854059
0
174338
TWITTER INC
COM
90184L102
62611
2199953
SH
SOLE
2092868
0
107085
TYLER TECHNOLOGIES INC
COM
902252105
73853
301367
SH
SOLE
226682
0
74685
UNDER ARMOUR INC
CL A
904311107
61261
2886970
SH
SOLE
2746088
0
140882
UNITED TECHNOLOGIES CORP
COM
913017109
327744
2344212
SH
SOLE
2177274
0
166938
VANECK VECTORS SEMICONDUCTOR ETF
OPTIONS
92189F676
6919
65000
SH
Put
SOLE
0
0
0
VEEVA SYS INC
CL A COM
922475108
550624
5057625
SH
SOLE
4551574
0
506051
VIEWRAY INC
COM
92672L107
35500
3792752
SH
SOLE
3094628
0
698124
VIRTU FINL INC
CL A
928254101
33141
1620605
SH
SOLE
1224107
0
396498
VISA INC
COM CL A
92826C839
1230269
8196875
SH
SOLE
7496164
0
700711
VISTEON CORP
COM NEW
92839U206
64574
695096
SH
SOLE
527634
0
167462
VULCAN MATLS CO
COM
929160109
111410
1001888
SH
SOLE
950238
0
51650
WABCO HLDGS INC
COM
92927K102
129654
1099326
SH
SOLE
955490
0
143836
WABTEC CORP
COM
929740108
125140
1193176
SH
SOLE
1135416
0
57760
WAYFAIR INC
CL A
94419L101
174080
1178845
SH
SOLE
1119310
0
59535
WEBSTER FINL CORP CONN
COM
947890109
82444
1398300
SH
SOLE
1070560
0
327740
WELLS FARGO CO NEW
COM
949746101
69407
1320523
SH
SOLE
1320523
0
0
WEST PHARMACEUTICAL SVSC INC
COM
955306105
137700
1115249
SH
SOLE
1056382
0
58867
WORLDPAY INC
CL A
981558109
635908
6279331
SH
SOLE
5811424
0
467907
YANDEX N V
SHS CLASS A
N97284108
71046
2160106
SH
SOLE
2160106
0
0
ZUORA INC
COM CL A
98983V106
16229
702257
SH
SOLE
530275
0
171982
ZYNGA INC
CL A
98986T108
179701
44813097
SH
SOLE
40516851
0
4296246