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 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 20,424 | 327,000 | SH | SOLE | 299,250 | 0 | 27,750 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 7,896 | 33,770 | SH | SOLE | 30,770 | 0 | 3,000 | ||
AIR LEASE CORP | CL A | 00912X302 | 12,536 | 374,470 | SH | SOLE | 348,660 | 0 | 25,810 | ||
AKORN INC | COM | 009728106 | 16,324 | 437,530 | SH | SOLE | 400,540 | 0 | 36,990 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 15,312 | 80,275 | SH | SOLE | 58,485 | 0 | 21,790 | ||
ALLERGAN PLC | SHS | G0177J108 | 20,151 | 64,482 | SH | SOLE | 48,152 | 0 | 16,330 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 40,534 | 52,098 | SH | SOLE | 38,683 | 0 | 13,415 | ||
AMAZON COM INC | COM | 023135106 | 20,621 | 30,510 | SH | SOLE | 21,920 | 0 | 8,590 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,657 | 58,360 | SH | SOLE | 58,360 | 0 | 0 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 16,238 | 271,750 | SH | SOLE | 252,470 | 0 | 19,280 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 13,099 | 421,920 | SH | SOLE | 353,510 | 0 | 68,410 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 3,184 | 60,950 | SH | SOLE | 60,950 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 2,942 | 60,580 | SH | SOLE | 60,580 | 0 | 0 | ||
APOGEE ENTERPRISES INC | COM | 037598109 | 11,208 | 257,580 | SH | SOLE | 215,640 | 0 | 41,940 | ||
APPLE INC | COM | 037833100 | 31,230 | 296,707 | SH | SOLE | 222,127 | 0 | 74,580 | ||
ARGO GROUP INTL HLDGS LTD | COM | G0464B107 | 3,599 | 60,130 | SH | SOLE | 50,860 | 0 | 9,270 | ||
ASTRONICS CORP | COM | 046433108 | 3,323 | 81,620 | SH | SOLE | 67,780 | 0 | 13,840 | ||
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 16,319 | 112,420 | SH | SOLE | 103,590 | 0 | 8,830 | ||
B & G FOODS INC NEW | COM | 05508R106 | 9,935 | 283,670 | SH | SOLE | 237,640 | 0 | 46,030 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 20,839 | 198,910 | SH | SOLE | 159,220 | 0 | 39,690 | ||
BJS RESTAURANTS INC | COM | 09180C106 | 12,593 | 289,700 | SH | SOLE | 262,990 | 0 | 26,710 | ||
BLACKROCK INC | COM | 09247X101 | 6,793 | 19,950 | SH | SOLE | 19,950 | 0 | 0 | ||
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 16,404 | 635,280 | SH | SOLE | 582,720 | 0 | 52,560 | ||
BURLINGTON STORES INC | COM | 122017106 | 17,591 | 410,030 | SH | SOLE | 379,820 | 0 | 30,210 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 12,307 | 591,350 | SH | SOLE | 542,940 | 0 | 48,410 | ||
CALUMET SPECIALTY PRODS PTNR | UT LTD PARTNER | 131476103 | 6,227 | 312,730 | SH | SOLE | 263,530 | 0 | 49,200 | ||
CARTER INC | COM | 146229109 | 10,385 | 116,660 | SH | SOLE | 107,600 | 0 | 9,060 | ||
CASEYS GEN STORES INC | COM | 147528103 | 26,723 | 221,860 | SH | SOLE | 200,660 | 0 | 21,200 | ||
CATHAY GEN BANCORP | COM | 149150104 | 6,806 | 217,310 | SH | SOLE | 181,260 | 0 | 36,050 | ||
CBRE GROUP INC | CL A | 12504L109 | 51,659 | 1,493,810 | SH | SOLE | 1,274,280 | 0 | 219,530 | ||
CBS CORP NEW | CL B | 124857202 | 13,873 | 294,350 | SH | SOLE | 209,880 | 0 | 84,470 | ||
CELGENE CORP | COM | 151020104 | 23,857 | 199,208 | SH | SOLE | 152,158 | 0 | 47,050 | ||
CERNER CORP | COM | 156782104 | 18,447 | 306,570 | SH | SOLE | 268,770 | 0 | 37,800 | ||
CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 2,911 | 20,440 | SH | SOLE | 20,440 | 0 | 0 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 5,808 | 68,428 | SH | SOLE | 68,428 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 3,029 | 33,270 | SH | SOLE | 33,270 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 13,564 | 262,079 | SH | SOLE | 205,759 | 0 | 56,320 | ||
CME GROUP INC | COM | 12572Q105 | 11,275 | 124,430 | SH | SOLE | 93,580 | 0 | 30,850 | ||
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 6,255 | 128,290 | SH | SOLE | 107,740 | 0 | 20,550 | ||
COMFORT SYS USA INC | COM | 199908104 | 6,440 | 226,630 | SH | SOLE | 189,210 | 0 | 37,420 | ||
CONCHO RES INC | COM | 20605P101 | 13,583 | 146,260 | SH | SOLE | 127,280 | 0 | 18,980 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 21,599 | 151,620 | SH | SOLE | 122,180 | 0 | 29,440 | ||
COOPER COS INC | COM NEW | 216648402 | 3,186 | 23,750 | SH | SOLE | 20,070 | 0 | 3,680 | ||
CORE LABORATORIES N V | COM | N22717107 | 2,180 | 20,040 | SH | SOLE | 20,040 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 13,595 | 65,780 | SH | SOLE | 60,430 | 0 | 5,350 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 16,703 | 103,430 | SH | SOLE | 84,070 | 0 | 19,360 | ||
COVENANT TRANSN GROUP INC | CL A | 22284P105 | 6,202 | 328,300 | SH | SOLE | 272,850 | 0 | 55,450 | ||
CRAY INC | COM NEW | 225223304 | 5,323 | 164,000 | SH | SOLE | 136,620 | 0 | 27,380 | ||
CVS HEALTH CORP | COM | 126650100 | 22,565 | 230,810 | SH | SOLE | 171,070 | 0 | 59,740 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 14,098 | 278,110 | SH | SOLE | 212,960 | 0 | 65,150 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 21,136 | 201,118 | SH | SOLE | 147,678 | 0 | 53,440 | ||
DOLLAR TREE INC | COM | 256746108 | 17,101 | 221,460 | SH | SOLE | 203,130 | 0 | 18,330 | ||
DYCOM INDS INC | COM | 267475101 | 2,923 | 41,780 | SH | SOLE | 31,500 | 0 | 10,280 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 32,914 | 1,110,430 | SH | SOLE | 1,016,260 | 0 | 94,170 | ||
ENDO INTL PLC | SHS | G30401106 | 42,271 | 690,450 | SH | SOLE | 586,400 | 0 | 104,050 | ||
ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 19,471 | 749,780 | SH | SOLE | 683,300 | 0 | 66,480 | ||
EOG RES INC | COM | 26875P101 | 7,761 | 109,640 | SH | SOLE | 83,590 | 0 | 26,050 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 25,152 | 83,170 | SH | SOLE | 76,340 | 0 | 6,830 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 21,082 | 291,080 | SH | SOLE | 266,020 | 0 | 25,060 | ||
EVERCORE PARTNERS INC | CLASS A | 29977A105 | 10,101 | 186,790 | SH | SOLE | 156,430 | 0 | 30,360 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 429 | 3,450 | SH | SOLE | 3,450 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 29,124 | 278,265 | SH | SOLE | 203,385 | 0 | 74,880 | ||
FEDEX CORP | COM | 31428X106 | 7,103 | 47,680 | SH | SOLE | 38,640 | 0 | 9,040 | ||
FIESTA RESTAURANT GROUP INC | COM | 31660B101 | 6,558 | 195,120 | SH | SOLE | 163,340 | 0 | 31,780 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 7,317 | 110,770 | SH | SOLE | 80,310 | 0 | 30,460 | ||
FOOT LOCKER INC | COM | 344849104 | 20,148 | 309,530 | SH | SOLE | 284,330 | 0 | 25,200 | ||
FORTINET INC | COM | 34959E109 | 28,124 | 902,310 | SH | SOLE | 803,440 | 0 | 98,870 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 1,202 | 29,360 | SH | SOLE | 29,360 | 0 | 0 | ||
GARTNER INC | COM | 366651107 | 10,731 | 118,310 | SH | SOLE | 108,350 | 0 | 9,960 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 4,650 | 105,040 | SH | SOLE | 87,560 | 0 | 17,480 | ||
HARMAN INTL INDS INC | COM | 413086109 | 15,669 | 166,324 | SH | SOLE | 152,984 | 0 | 13,340 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 18,783 | 625,410 | SH | SOLE | 566,170 | 0 | 59,240 | ||
HEADWATERS INC | COM | 42210P102 | 7,540 | 446,960 | SH | SOLE | 373,170 | 0 | 73,790 | ||
HERITAGE FINL CORP WASH | COM | 42722X106 | 4,864 | 258,150 | SH | SOLE | 212,730 | 0 | 45,420 | ||
HIGHWOODS PPTYS INC | COM | 431284108 | 22,400 | 513,780 | SH | SOLE | 475,810 | 0 | 37,970 | ||
HOLLYFRONTIER CORP | COM | 436106108 | 8,397 | 210,540 | SH | SOLE | 199,550 | 0 | 10,990 | ||
HOME DEPOT INC | COM | 437076102 | 26,227 | 198,320 | SH | SOLE | 156,800 | 0 | 41,520 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 12,002 | 553,870 | SH | SOLE | 500,440 | 0 | 53,430 | ||
HORMEL FOODS CORP | COM | 440452100 | 7,882 | 99,670 | SH | SOLE | 99,670 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 4,634 | 24,140 | SH | SOLE | 24,140 | 0 | 0 | ||
IMPERVA INC | COM | 45321L100 | 6,436 | 101,660 | SH | SOLE | 84,650 | 0 | 17,010 | ||
INCYTE CORP | COM | 45337C102 | 14,275 | 131,630 | SH | SOLE | 120,270 | 0 | 11,360 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 14,849 | 268,550 | SH | SOLE | 212,800 | 0 | 55,750 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 33,047 | 128,960 | SH | SOLE | 108,330 | 0 | 20,630 | ||
INVESCO LTD | SHS | G491BT108 | 8,203 | 245,000 | SH | SOLE | 226,830 | 0 | 18,170 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 7,866 | 127,030 | SH | SOLE | 106,510 | 0 | 20,520 | ||
JACK IN THE BOX INC | COM | 466367109 | 10,767 | 140,360 | SH | SOLE | 117,580 | 0 | 22,780 | ||
JETBLUE AIRWAYS CORP | COM | 477143101 | 24,644 | 1,088,040 | SH | SOLE | 997,550 | 0 | 90,490 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 17,507 | 109,505 | SH | SOLE | 101,050 | 0 | 8,455 | ||
KROGER CO | COM | 501044101 | 3,851 | 92,060 | SH | SOLE | 92,060 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 24,229 | 305,080 | SH | SOLE | 278,960 | 0 | 26,120 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 17,883 | 203,074 | SH | SOLE | 159,904 | 0 | 43,170 | ||
LAZARD LTD | SHS A | G54050102 | 26,086 | 579,590 | SH | SOLE | 533,460 | 0 | 46,130 | ||
LEGGETT & PLATT INC | COM | 524660107 | 5,053 | 120,260 | SH | SOLE | 120,260 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 17,997 | 367,960 | SH | SOLE | 339,040 | 0 | 28,920 | ||
LENNOX INTL INC | COM | 526107107 | 18,906 | 151,380 | SH | SOLE | 137,630 | 0 | 13,750 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 10,860 | 48,250 | SH | SOLE | 29,150 | 0 | 19,100 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 11,158 | 344,510 | SH | SOLE | 319,690 | 0 | 24,820 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 16,151 | 657,310 | SH | SOLE | 599,280 | 0 | 58,030 | ||
LOUISIANA PAC CORP | COM | 546347105 | 13,386 | 743,230 | SH | SOLE | 670,660 | 0 | 72,570 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 4,448 | 66,350 | SH | SOLE | 66,350 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 14,836 | 152,400 | SH | SOLE | 125,510 | 0 | 26,890 | ||
MCKESSON CORP | COM | 58155Q103 | 11,963 | 60,660 | SH | SOLE | 48,940 | 0 | 11,720 | ||
MEDIVATION INC | COM | 58501N101 | 20,361 | 421,190 | SH | SOLE | 384,540 | 0 | 36,650 | ||
MEDNAX INC | COM | 58502B106 | 28,258 | 394,330 | SH | SOLE | 360,690 | 0 | 33,640 | ||
MICROSOFT CORP | COM | 594918104 | 11,538 | 207,970 | SH | SOLE | 207,970 | 0 | 0 | ||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 15,218 | 167,560 | SH | SOLE | 156,570 | 0 | 10,990 | ||
MOHAWK INDS INC | COM | 608190104 | 62,457 | 329,780 | SH | SOLE | 289,050 | 0 | 40,730 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 13,201 | 88,620 | SH | SOLE | 73,380 | 0 | 15,240 | ||
NASDAQ INC | COM | 631103108 | 8,816 | 151,550 | SH | SOLE | 126,450 | 0 | 25,100 | ||
NATUS MEDICAL INC DEL | COM | 639050103 | 8,936 | 185,970 | SH | SOLE | 154,900 | 0 | 31,070 | ||
NETSUITE INC | COM | 64118Q107 | 10,390 | 122,780 | SH | SOLE | 112,490 | 0 | 10,290 | ||
NIKE INC | CL B | 654106103 | 13,310 | 212,910 | SH | SOLE | 172,450 | 0 | 40,460 | ||
NOBLE ENERGY INC | COM | 655044105 | 5,638 | 171,210 | SH | SOLE | 171,210 | 0 | 0 | ||
NORTHERN TR CORP | COM | 665859104 | 13,764 | 190,910 | SH | SOLE | 189,390 | 0 | 1,520 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 10,012 | 170,850 | SH | SOLE | 142,680 | 0 | 28,170 | ||
OLD REP INTL CORP | COM | 680223104 | 11,869 | 637,030 | SH | SOLE | 586,030 | 0 | 51,000 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 11,953 | 1,219,790 | SH | SOLE | 1,112,580 | 0 | 107,210 | ||
OWENS CORNING NEW | COM | 690742101 | 26,015 | 553,150 | SH | SOLE | 507,270 | 0 | 45,880 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 32,093 | 182,205 | SH | SOLE | 157,415 | 0 | 24,790 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 12,537 | 296,100 | SH | SOLE | 273,350 | 0 | 22,750 | ||
PERRIGO CO PLC | SHS | G97822103 | 19,896 | 137,500 | SH | SOLE | 126,990 | 0 | 10,510 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 10,854 | 211,320 | SH | SOLE | 176,780 | 0 | 34,540 | ||
POLARIS INDS INC | COM | 731068102 | 2,025 | 23,560 | SH | SOLE | 23,560 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 17,786 | 13,951 | SH | SOLE | 10,291 | 0 | 3,660 | ||
PRIVATEBANCORP INC | COM | 742962103 | 3,839 | 93,590 | SH | SOLE | 93,590 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 7,289 | 112,120 | SH | SOLE | 93,770 | 0 | 18,350 | ||
RAYTHEON CO | COM NEW | 755111507 | 6,603 | 53,020 | SH | SOLE | 30,680 | 0 | 22,340 | ||
RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 5,772 | 93,490 | SH | SOLE | 76,690 | 0 | 16,800 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 16,468 | 30,337 | SH | SOLE | 21,997 | 0 | 8,340 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 12,290 | 154,710 | SH | SOLE | 142,950 | 0 | 11,760 | ||
RINGCENTRAL INC | CL A | 76680R206 | 8,992 | 381,400 | SH | SOLE | 318,370 | 0 | 63,030 | ||
ROBERT HALF INTL INC | COM | 770323103 | 14,557 | 308,800 | SH | SOLE | 285,410 | 0 | 23,390 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 23,721 | 234,380 | SH | SOLE | 198,230 | 0 | 36,150 | ||
SALESFORCE COM INC | COM | 79466L302 | 19,780 | 252,290 | SH | SOLE | 182,820 | 0 | 69,470 | ||
SCHLUMBERGER LTD | COM | 806857108 | 7,225 | 103,573 | SH | SOLE | 80,793 | 0 | 22,780 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 13,955 | 423,720 | SH | SOLE | 300,010 | 0 | 123,710 | ||
SEI INVESTMENTS CO | COM | 784117103 | 10,476 | 199,920 | SH | SOLE | 186,080 | 0 | 13,840 | ||
SERVICENOW INC | COM | 81762P102 | 23,935 | 276,510 | SH | SOLE | 236,640 | 0 | 39,870 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 20,576 | 79,254 | SH | SOLE | 62,724 | 0 | 16,530 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 17,858 | 87,115 | SH | SOLE | 63,195 | 0 | 23,920 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 23,324 | 152,080 | SH | SOLE | 142,620 | 0 | 9,460 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 21,678 | 175,260 | SH | SOLE | 160,850 | 0 | 14,410 | ||
SKECHERS U S A INC | CL A | 830566105 | 5,623 | 186,130 | SH | SOLE | 155,810 | 0 | 30,320 | ||
SMITH A O | COM | 831865209 | 21,613 | 282,110 | SH | SOLE | 258,410 | 0 | 23,700 | ||
SNAP ON INC | COM | 833034101 | 4,002 | 23,350 | SH | SOLE | 23,350 | 0 | 0 | ||
SNYDERS-LANCE INC | COM | 833551104 | 2,435 | 71,000 | SH | SOLE | 56,330 | 0 | 14,670 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 35,048 | 813,940 | SH | SOLE | 753,350 | 0 | 60,590 | ||
STAMPS COM INC | COM NEW | 852857200 | 3,719 | 33,930 | SH | SOLE | 28,550 | 0 | 5,380 | ||
STARBUCKS CORP | COM | 855244109 | 19,768 | 329,300 | SH | SOLE | 244,530 | 0 | 84,770 | ||
STEELCASE INC | CL A | 858155203 | 5,109 | 342,930 | SH | SOLE | 281,560 | 0 | 61,370 | ||
SYNERGY RES CORP | COM | 87164P103 | 5,645 | 662,710 | SH | SOLE | 552,740 | 0 | 109,970 | ||
SYNOVUS FINL CORP | COM NEW | 87161C501 | 23,810 | 735,370 | SH | SOLE | 676,070 | 0 | 59,300 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 15,822 | 167,920 | SH | SOLE | 156,810 | 0 | 11,110 | ||
TALMER BANCORP INC | COM | 87482X101 | 5,029 | 277,680 | SH | SOLE | 232,860 | 0 | 44,820 | ||
TIME WARNER INC | COM NEW | 887317303 | 10,344 | 159,990 | SH | SOLE | 131,380 | 0 | 28,610 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 11,528 | 231,480 | SH | SOLE | 214,870 | 0 | 16,610 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 7,221 | 84,460 | SH | SOLE | 84,460 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 35,125 | 201,500 | SH | SOLE | 185,270 | 0 | 16,230 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 29,299 | 158,370 | SH | SOLE | 132,360 | 0 | 26,010 | ||
UNION PAC CORP | COM | 907818108 | 4,921 | 62,938 | SH | SOLE | 62,938 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 15,056 | 126,000 | SH | SOLE | 115,800 | 0 | 10,200 | ||
V F CORP | COM | 918204108 | 19,352 | 310,860 | SH | SOLE | 226,640 | 0 | 84,220 | ||
VCA INC | COM | 918194101 | 16,488 | 299,770 | SH | SOLE | 270,950 | 0 | 28,820 | ||
VERISK ANALYTICS INC | COM | 92345Y106 | 12,159 | 158,112 | SH | SOLE | 130,632 | 0 | 27,480 | ||
VISA INC | COM CL A | 92826C839 | 36,863 | 475,328 | SH | SOLE | 352,124 | 0 | 123,204 | ||
VULCAN MATLS CO | COM | 929160109 | 66,927 | 704,720 | SH | SOLE | 610,210 | 0 | 94,510 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 21,673 | 604,410 | SH | SOLE | 551,260 | 0 | 53,150 | ||
WHITEWAVE FOODS CO | COM | 966244105 | 17,835 | 458,330 | SH | SOLE | 420,310 | 0 | 38,020 | ||
WORKDAY INC | CL A | 98138H101 | 11,942 | 149,855 | SH | SOLE | 120,325 | 0 | 29,530 | ||
ZOETIS INC | CL A | 98978V103 | 8,263 | 172,450 | SH | SOLE | 172,450 | 0 | 0 |