The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACI WORLDWIDE INC Common Stocks 004498101 145,047 6,398,210 SH   SOLE   6,310,752 0 87,458
ACTUANT CORP Common Stocks 00508X203 19,916 787,207 SH   SOLE   778,092 0 9,115
ACUITY BRANDS INC Common Stocks 00508Y102 30,455 173,040 SH   SOLE   171,112 0 1,928
AETNA INC NEW Common Stocks 00817Y108 183,084 1,014,937 SH   SOLE   904,188 0 110,749
ALPHABET INC Common Stocks 02079K107 532,577 508,961 SH   SOLE   457,743 0 51,218
AMERISOURCEBERGEN CORP Common Stocks 03073E105 691,452 7,530,523 SH   SOLE   6,706,645 0 823,878
ANTHEM INC Common Stocks 036752103 298,652 1,327,283 SH   SOLE   1,179,839 0 147,444
ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 118,253 2,912,637 SH   SOLE   2,874,398 0 38,239
AUTOZONE INC Common Stocks 053332102 291,129 409,252 SH   SOLE   358,500 0 50,752
AXALTA COATING SYS LTD Common Stocks G0750C108 36,348 1,123,215 SH   SOLE   952,837 0 170,378
AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 384,301 7,646,245 SH   SOLE   7,050,951 0 595,294
BANK NEW YORK MELLON CORP Common Stocks 064058100 318,720 5,917,561 SH   SOLE   5,323,532 0 594,029
CARDINAL HEALTH INC Common Stocks 14149Y108 293,255 4,786,270 SH   SOLE   4,230,540 0 555,730
CARLISLE COS INC Common Stocks 142339100 42,523 374,160 SH   SOLE   370,183 0 3,977
CBRE GROUP INC Common Stocks 12504L109 182,994 4,225,216 SH   SOLE   3,792,300 0 432,916
CHOICE HOTELS INTL INC Common Stocks 169905106 7,599 97,927 SH   SOLE   97,927 0 0
CRANE CO Common Stocks 224399105 33,681 377,506 SH   SOLE   373,801 0 3,705
CREDIT ACCEP CORP MICH Common Stocks 225310101 54,333 167,963 SH   SOLE   166,093 0 1,870
CVS HEALTH CORP Common Stocks 126650100 640,892 8,839,878 SH   SOLE   7,934,553 0 905,325
EVEREST RE GROUP LTD Common Stocks G3223R108 319,473 1,443,878 SH   SOLE   1,324,676 0 119,202
FORWARD AIR CORP Common Stocks 349853101 21,078 366,959 SH   SOLE   363,032 0 3,927
MILLER HERMAN INC Common Stocks 600544100 37,208 929,043 SH   SOLE   920,660 0 8,383
HILTON WORLDWIDE HLDGS INC Common Stocks 43300A203 210,719 2,638,607 SH   SOLE   2,376,304 0 262,303
INTERCONTINENTAL HOTELS GROU Common Stocks 45857P707 134,417 2,116,479 SH   SOLE   1,865,749 0 250,730
ISHARES TR Common Stocks 464287598 1,604 12,903 SH   SOLE   12,903 0 0
ISHARES TR Common Stocks 464287655 1,723 11,300 SH   SOLE   11,300 0 0
ITURAN LOCATION AND CONTROL Common Stocks M6158M104 77,846 2,276,196 SH   SOLE   2,255,691 0 20,505
JONES LANG LASALLE INC Common Stocks 48020Q107 181,689 1,219,963 SH   SOLE   1,205,223 0 14,740
LA QUINTA HLDGS INC Common Stocks 50420D108 13,503 731,462 SH   SOLE   731,462 0 0
LINDSAY CORP Common Stocks 535555106 29,726 337,025 SH   SOLE   333,723 0 3,302
MASTERCARD INCORPORATED Common Stocks 57636Q104 526,523 3,478,612 SH   SOLE   3,141,810 0 336,802
MCKESSON CORP Common Stocks 58155Q103 563,352 3,612,389 SH   SOLE   3,271,406 0 340,983
MOODYS CORP Common Stocks 615369105 170,407 1,154,442 SH   SOLE   1,030,663 0 123,779
MSC INDL DIRECT INC Common Stocks 553530106 62,942 651,167 SH   SOLE   641,918 0 9,249
NATIONAL OILWELL VARCO INC Common Stocks 637071101 779,490 21,640,475 SH   SOLE   19,379,175 0 2,261,300
NAVIGATORS GROUP INC Common Stocks 638904102 55,324 1,136,007 SH   SOLE   1,120,976 0 15,031
NORTHERN TR CORP Common Stocks 665859104 165,330 1,655,113 SH   SOLE   1,474,751 0 180,362
O REILLY AUTOMOTIVE INC NEW Common Stocks 67103H107 261,354 1,086,530 SH   SOLE   952,051 0 134,479
ORACLE CORP Common Stocks 68389X105 1,087,549 23,002,309 SH   SOLE   20,680,113 0 2,322,196
OUTFRONT MEDIA INC Common Stocks 69007J106 20,667 890,818 SH   SOLE   881,778 0 9,040
PARKER HANNIFIN CORP Common Stocks 701094104 164,531 824,390 SH   SOLE   739,565 0 84,825
PRICELINE GRP INC Common Stocks 741503403 162,291 93,392 SH   SOLE   82,557 0 10,835
QORVO INC Common Stocks 74736K101 437,093 6,562,958 SH   SOLE   5,900,032 0 662,926
S&P GLOBAL INC Common Stocks 78409V104 158,753 937,149 SH   SOLE   830,165 0 106,984
SABRE CORP Common Stocks 78573M104 264,365 12,895,956 SH   SOLE   12,292,746 0 603,210
SKYWORKS SOLUTIONS INC Common Stocks 83088M102 401,669 4,230,322 SH   SOLE   3,770,640 0 459,682
SLEEP NUMBER CORP Common Stocks 83125X103 156,698 4,168,618 SH   SOLE   4,122,185 0 46,433
SOTHEBYS Common Stocks 835898107 65,446 1,268,329 SH   SOLE   1,251,705 0 16,624
SS&C TECHNOLOGIES HLDGS INC Common Stocks 78467J100 150,111 3,708,290 SH   SOLE   3,298,711 0 409,579
STATE STR CORP Common Stocks 857477103 428,032 4,385,126 SH   SOLE   3,916,207 0 468,919
TUPPERWARE BRANDS CORP Common Stocks 899896104 29,474 470,078 SH   SOLE   465,555 0 4,523
UNITED TECHNOLOGIES CORP Common Stocks 913017109 109,970 862,037 SH   SOLE   763,113 0 98,924
VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 30,076 261,416 SH   SOLE   258,708 0 2,708
VISA INC Common Stocks 92826C839 544,280 4,773,544 SH   SOLE   4,297,139 0 476,405
WESCO INTL INC Common Stocks 95082P105 32,702 479,860 SH   SOLE   474,611 0 5,249
WOODWARD INC Common Stocks 980745103 19,629 256,448 SH   SOLE   253,764 0 2,684
WPP PLC NEW Common Stocks 92937A102 27,386 302,410 SH   SOLE   278,817 0 23,593