0001062993-13-004024.txt : 20130813
0001062993-13-004024.hdr.sgml : 20130813
20130813125042
ACCESSION NUMBER: 0001062993-13-004024
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130630
FILED AS OF DATE: 20130813
DATE AS OF CHANGE: 20130813
EFFECTIVENESS DATE: 20130813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ATLANTA CAPITAL MANAGEMENT CO L L C
CENTRAL INDEX KEY: 0001027817
IRS NUMBER: 582236910
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05936
FILM NUMBER: 131032206
BUSINESS ADDRESS:
STREET 1: 1075 PEACHTREE STREET
STREET 2: SUITE 2100
CITY: ATLANTA
STATE: GA
ZIP: 30309
BUSINESS PHONE: 4048769411
MAIL ADDRESS:
STREET 1: 1075 PEACHTREE STREET
STREET 2: SUITE 2100
CITY: ATLANTA
STATE: GA
ZIP: 30309
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001027817
XXXXXXXX
06-30-2013
06-30-2013
ATLANTA CAPITAL MANAGEMENT CO L L C
1075 PEACHTREE STREET
SUITE 2100
ATLANTA
GA
30309
13F HOLDINGS REPORT
028-05936
N
R.Kelly Williams, Jr.
President & Chief Compliance Officer
404-876-9411
R. Kelly Williams, Jr.
Atlanta
GA
08-12-2013
1
257
13176212
false
1
0000918006
028-05129
Calvert Investment Management Inc.
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
3M CO
COM
88579Y101
1431
13084
SH
SOLE
13084
0
0
3M CO
COM
88579Y101
38457
351683
SH
DFND
1
0
0
351683
AAON INC
COM PAR $0.004
000360206
20704
625874
SH
SOLE
577741
0
48133
AARONS INC
COM PAR $0.50
002535300
109739
3917858
SH
SOLE
3838760
0
79098
ACTUANT CORP
CL A NEW
00508X203
20970
636030
SH
SOLE
582852
0
53178
ACUITY BRANDS INC
COM
00508Y102
163993
2171519
SH
SOLE
2120049
0
51470
THE ADT CORPORATION
COM
00101J106
1861
46712
SH
SOLE
46712
0
0
ADVISORY BRD CO
COM
00762W107
12547
229589
SH
SOLE
206627
0
22962
AFFILIATED MANAGERS GROUP
COM
008252108
248920
1518360
SH
SOLE
1499462
0
18898
AIRGAS INC
COM
009363102
62571
655473
SH
SOLE
651998
0
3475
ALLERGAN INC
COM
018490102
46960
557458
SH
SOLE
509913
0
47545
ALLERGAN INC
COM
018490102
65293
775082
SH
DFND
1
0
0
775082
AMAZON COM INC
COM
023135106
65645
236395
SH
SOLE
218701
0
17694
AMAZON COM INC
COM
023135106
47873
172399
SH
DFND
1
0
0
172399
AMERICAN EXPRESS CO
COM
025816109
45372
606897
SH
SOLE
546085
0
60812
AMERICAN EXPRESS CO
COM
025816109
68935
922085
SH
DFND
1
0
0
922085
AMETEK INC NEW
COM
031100100
79063
1869110
SH
SOLE
1858331
0
10779
AMPHENOL CORP NEW
CL A
032095101
1086
13932
SH
SOLE
13932
0
0
ANSYS INC
COM
03662Q105
153712
2102759
SH
SOLE
2090898
0
11861
AON PLC
SHS CL A
G0408V102
2708
42087
SH
SOLE
42087
0
0
AON PLC
SHS CL A
G0408V102
44135
685858
SH
DFND
1
0
0
685858
APPLE INC
COM
037833100
129604
327175
SH
SOLE
303960
0
23215
APPLE INC
COM
037833100
89572
226146
SH
DFND
1
0
0
226146
APTARGROUP INC
COM
038336103
152725
2766248
SH
SOLE
2698505
0
67743
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
312
26688
SH
SOLE
26688
0
0
ARTISAN PARTNERS ASSET MGMT
CL A
04316A108
29588
592833
SH
SOLE
541275
0
51558
ATWOOD OCEANICS INC
COM
050095108
219
4200
SH
SOLE
4200
0
0
B/E AEROSPACE INC
COM
073302101
2438
38642
SH
SOLE
38642
0
0
B/E AEROSPACE INC
COM
073302101
40687
645012
SH
DFND
1
0
0
645012
BALCHEM CORP
COM
057665200
18539
414289
SH
SOLE
378482
0
35807
BEACON ROOFING SUPPLY INC
COM
073685109
17675
466612
SH
SOLE
423694
0
42918
BED BATH & BEYOND INC
COM
075896100
32695
461110
SH
SOLE
416901
0
44209
BED BATH & BEYOND INC
COM
075896100
37677
531405
SH
DFND
1
0
0
531405
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2998
26784
SH
SOLE
26784
0
0
BIO RAD LABS INC
CL A
090572207
191637
1707995
SH
SOLE
1666613
0
41382
BLACKBAUD INC
COM
09227Q100
175963
5402598
SH
SOLE
5263308
0
139290
BROADCOM CORP
CL A
111320107
61892
1833107
SH
SOLE
1677542
0
155565
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
1285
35678
SH
SOLE
35678
0
0
CALGON CARBON CORP
COM
129603106
190
11400
SH
SOLE
11400
0
0
CAMERON INTERNATIONAL CORP
COM
13342B105
87265
1426830
SH
SOLE
1300104
0
126726
CAMERON INTERNATIONAL CORP
COM
13342B105
83457
1364561
SH
DFND
1
0
0
1364561
CARLISLE COS INC
COM
142339100
154148
2473886
SH
SOLE
2430452
0
43434
CARMAX INC
COM
143130102
93394
2023271
SH
SOLE
2009725
0
13546
CASEYS GEN STORES INC
COM
147528103
18948
314964
SH
SOLE
288663
0
26301
CASS INFORMATION SYS INC
COM
14808P109
6582
142779
SH
SOLE
130473
0
12306
CATAMARAN CORP
COM
148887102
486
9971
SH
SOLE
9971
0
0
CERNER CORP
COM
156782104
537
5589
SH
SOLE
5589
0
0
CHART INDS INC
COM PAR $0.01
16115Q308
301
3200
SH
SOLE
3200
0
0
CHICAGO BRIDGE & IRON CO N V
N Y REGISTRY SH
167250109
931
15612
SH
SOLE
15612
0
0
CHOICE HOTELS INTL INC
COM
169905106
27771
699687
SH
SOLE
631110
0
68577
CHURCH & DWIGHT INC
COM
171340102
109095
1767863
SH
SOLE
1757667
0
10196
CIGNA CORPORATION
COM
125509109
1817
25070
SH
SOLE
25070
0
0
CIGNA CORPORATION
COM
125509109
47901
660793
SH
DFND
1
0
0
660793
CITY NATL CORP
COM
178566105
158225
2496846
SH
SOLE
2453326
0
43520
CLARCOR INC
COM
179895107
151168
2895386
SH
SOLE
2829736
0
65650
COACH INC
COM
189754104
41523
727324
SH
SOLE
669716
0
57608
COCA COLA CO
COM
191216100
83080
2071305
SH
SOLE
1849936
0
221369
COCA COLA CO
COM
191216100
78725
1962720
SH
DFND
1
0
0
1962720
COLUMBIA SPORTSWEAR CO
COM
198516106
90470
1444060
SH
SOLE
1404012
0
40048
COMCAST CORP NEW
CL A
20030N101
52527
1254605
SH
SOLE
1149442
0
105163
COPART INC
COM
217204106
61425
1994317
SH
SOLE
1982563
0
11754
CORE LABORATORIES N V
COM
N22717107
724
4774
SH
SOLE
4774
0
0
COSTCO WHSL CORP NEW
COM
22160K105
72451
655246
SH
SOLE
600075
0
55171
COSTCO WHSL CORP NEW
COM
22160K105
74172
670812
SH
DFND
1
0
0
670812
COVIDIEN PLC
SHS
G2554F113
2627
41805
SH
SOLE
41805
0
0
CULLEN FROST BANKERS INC
COM
229899109
64219
961793
SH
SOLE
956902
0
4891
CVS CAREMARK CORPORATION
COM
126650100
89135
1558849
SH
SOLE
1399124
0
159725
CVS CAREMARK CORPORATION
COM
126650100
114526
2002895
SH
DFND
1
0
0
2002895
DANAHER CORP DEL
COM
235851102
73366
1159021
SH
SOLE
1075094
0
83927
DANAHER CORP DEL
COM
235851102
83451
1318336
SH
DFND
1
0
0
1318336
DAVITA HEALTHCARE PARTNERS I
COM
23918K108
20759
171849
SH
SOLE
154688
0
17161
DAVITA HEALTHCARE PARTNERS I
COM
23918K108
26785
221727
SH
DFND
1
0
0
221727
DENBURY RES INC
COM NEW
247916208
528
30480
SH
SOLE
30480
0
0
DENTSPLY INTL INC NEW
COM
249030107
186279
4547819
SH
SOLE
4524395
0
23424
DIAGEO P L C
SPON ADR NEW
25243Q205
1343
11679
SH
SOLE
11679
0
0
DISNEY WALT CO
COM DISNEY
254687106
50546
800418
SH
SOLE
732548
0
67870
DISNEY WALT CO
COM DISNEY
254687106
51011
807769
SH
DFND
1
0
0
807769
DOLLAR TREE INC
COM
256746108
707
13915
SH
SOLE
13915
0
0
DONALDSON INC
COM
257651109
61146
1714706
SH
SOLE
1704913
0
9793
DORMAN PRODUCTS INC
COM
258278100
31876
698567
SH
SOLE
637533
0
61034
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
558
12158
SH
SOLE
12158
0
0
DRIL-QUIP INC
COM
262037104
110719
1226255
SH
SOLE
1169941
0
56314
EATON CORP PLC
SHS
G29183103
1046
15899
SH
SOLE
15899
0
0
EATON CORP PLC
SHS
G29183103
28506
433150
SH
DFND
1
0
0
433150
EBAY INC
COM
278642103
48266
933225
SH
SOLE
855596
0
77629
EBAY INC
COM
278642103
52069
1006745
SH
DFND
1
0
0
1006745
ECOLAB INC
COM
278865100
46161
541861
SH
SOLE
488292
0
53569
ECOLAB INC
COM
278865100
74557
875181
SH
DFND
1
0
0
875181
EQUIFAX INC
COM
294429105
138793
2355217
SH
SOLE
2341651
0
13566
EXPONENT INC
COM
30214U102
32472
549353
SH
SOLE
503741
0
45612
EXPRESS SCRIPTS HLDG CO
COM
30219G108
62124
1006932
SH
SOLE
914788
0
92144
EXPRESS SCRIPTS HLDG CO
COM
30219G108
51650
837256
SH
DFND
1
0
0
837256
F5 NETWORKS INC
COM
315616102
367
5336
SH
SOLE
5336
0
0
FACTSET RESH SYS INC
COM
303075105
93319
915428
SH
SOLE
910596
0
4832
FAIR ISAAC CORP
COM
303250104
170606
3722575
SH
SOLE
3641841
0
80734
FASTENAL CO
COM
311900104
20324
443341
SH
SOLE
400857
0
42484
FASTENAL CO
COM
311900104
36038
786001
SH
DFND
1
0
0
786001
FIRST REP BK SAN FRANCISCO C
COM
33616C100
734
19076
SH
SOLE
19076
0
0
FLIR SYS INC
COM
302445101
85269
3161620
SH
SOLE
3144617
0
17003
FOREST CITY ENTERPRISES INC
CL A
345550107
114236
6378362
SH
SOLE
6250810
0
127552
FORWARD AIR CORP
COM
349853101
31379
819711
SH
SOLE
746162
0
73549
FOSSIL GROUP INC
COM
34988V106
756
7320
SH
SOLE
7320
0
0
GARTNER INC
COM
366651107
78308
1374068
SH
SOLE
1366010
0
8058
GENERAL ELECTRIC CO
COM
369604103
69163
2982463
SH
SOLE
2710151
0
272312
GENTEX CORP
COM
371901109
136382
5916772
SH
SOLE
5881723
0
35049
GILEAD SCIENCES INC
COM
375558103
85731
1673872
SH
SOLE
1535260
0
138612
GILEAD SCIENCES INC
COM
375558103
62610
1222606
SH
DFND
1
0
0
1222606
GOOGLE INC
CL A
38259P508
144264
163868
SH
SOLE
149806
0
14062
GOOGLE INC
CL A
38259P508
107315
121898
SH
DFND
1
0
0
121898
GRACO INC
COM
384109104
129579
2049977
SH
SOLE
1994035
0
55942
HALLIBURTON CO
COM
406216101
6859
164409
SH
SOLE
164409
0
0
HARMONIC INC
COM
413160102
112
17700
SH
SOLE
17700
0
0
HARRIS TEETER SUPERMARKETS I
COM
414585109
16076
343054
SH
SOLE
316380
0
26674
HCC INS HLDGS INC
COM
404132102
232254
5387476
SH
SOLE
5310463
0
77013
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2751
57774
SH
SOLE
57774
0
0
HECLA MNG CO
COM
422704106
77
25900
SH
SOLE
25900
0
0
HEICO CORP NEW
CL A
422806208
20212
547596
SH
SOLE
505123
0
42473
HENRY JACK & ASSOC INC
COM
426281101
146932
3117590
SH
SOLE
2995572
0
122018
SCHEIN HENRY INC
COM
806407102
174265
1820028
SH
SOLE
1808952
0
11076
HIBBETT SPORTS INC
COM
428567101
22358
402713
SH
SOLE
368356
0
34357
HITTITE MICROWAVE CORP
COM
43365Y104
15233
262635
SH
SOLE
238471
0
24164
HONEYWELL INTL INC
COM
438516106
55313
697159
SH
SOLE
623412
0
73747
IBERIABANK CORP
COM
450828108
23710
442276
SH
SOLE
409816
0
32460
INTERNATIONAL BUSINESS MACHS
COM
459200101
931
4872
SH
SOLE
4872
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
24611
128778
SH
DFND
1
0
0
128778
IDEX CORP
COM
45167R104
143557
2667842
SH
SOLE
2652334
0
15508
IDEXX LABS INC
COM
45168D104
61716
687514
SH
SOLE
683615
0
3899
IHS INC
CL A
451734107
496
4756
SH
SOLE
4756
0
0
II VI INC
COM
902104108
13498
830118
SH
SOLE
778494
0
51624
ILLUMINA INC
COM
452327109
1136
15181
SH
SOLE
15181
0
0
INFORMATICA CORP
COM
45666Q102
28521
815339
SH
SOLE
745804
0
69535
INFORMATICA CORP
COM
45666Q102
27250
779013
SH
DFND
1
0
0
779013
INTERCONTINENTALEXCHANGE INC
COM
45865V100
72408
407336
SH
SOLE
372690
0
34646
INTERCONTINENTALEXCHANGE INC
COM
45865V100
67277
378473
SH
DFND
1
0
0
378473
INTUIT
COM
461202103
1496
24511
SH
SOLE
24511
0
0
INTUIT
COM
461202103
27753
454741
SH
DFND
1
0
0
454741
J & J SNACK FOODS CORP
COM
466032109
23016
295837
SH
SOLE
268083
0
27754
JACOBS ENGR GROUP INC DEL
COM
469814107
132607
2405352
SH
SOLE
2389867
0
15485
HUNT J B TRANS SVCS INC
COM
445658107
110478
1529317
SH
SOLE
1520677
0
8640
JUNIPER NETWORKS INC
COM
48203R104
49108
2543120
SH
SOLE
2338857
0
204263
JUNIPER NETWORKS INC
COM
48203R104
33355
1727360
SH
DFND
1
0
0
1727360
KIRBY CORP
COM
497266106
214329
2694601
SH
SOLE
2621077
0
73524
KNIGHT TRANSN INC
COM
499064103
21994
1307617
SH
SOLE
1202322
0
105295
LANDAUER INC
COM
51476K103
3036
62853
SH
SOLE
58805
0
4048
LINDSAY CORP
COM
535555106
225
3000
SH
SOLE
3000
0
0
LIQUIDITY SERVICES INC
COM
53635B107
16488
475575
SH
SOLE
433207
0
42368
LKQ CORP
COM
501889208
266086
10333418
SH
SOLE
10212525
0
120893
LOWES COS INC
COM
548661107
59911
1464814
SH
SOLE
1308654
0
156160
LOWES COS INC
COM
548661107
55274
1351431
SH
DFND
1
0
0
1351431
MANHATTAN ASSOCS INC
COM
562750109
50394
653110
SH
SOLE
590798
0
62312
MARKEL CORP
COM
570535104
288357
547218
SH
SOLE
544059
0
3159
MARSH & MCLENNAN COS INC
COM
571748102
32813
821965
SH
SOLE
722549
0
99416
MCDONALDS CORP
COM
580135101
56996
575718
SH
SOLE
515749
0
59969
MCDONALDS CORP
COM
580135101
65402
660622
SH
DFND
1
0
0
660622
MEAD JOHNSON NUTRITION CO
COM
582839106
358
4523
SH
SOLE
4523
0
0
MERCADOLIBRE INC
COM
58733R102
615
5708
SH
SOLE
5708
0
0
MERIDIAN BIOSCIENCE INC
COM
589584101
23494
1092721
SH
SOLE
992873
0
99848
METTLER TOLEDO INTERNATIONAL
COM
592688105
74117
368376
SH
SOLE
366495
0
1881
MICROSOFT CORP
COM
594918104
128070
3708750
SH
SOLE
3391830
0
316920
MICROSOFT CORP
COM
594918104
108055
3129322
SH
DFND
1
0
0
3129322
MIDDLEBY CORP
COM
596278101
22871
134463
SH
SOLE
122423
0
12040
MONRO MUFFLER BRAKE INC
COM
610236101
37523
780908
SH
SOLE
711149
0
69759
MONSANTO CO NEW
COM
61166W101
117676
1191055
SH
SOLE
1093723
0
97332
MOOG INC
CL A
615394202
33515
650401
SH
SOLE
599494
0
50907
MORNINGSTAR INC
COM
617700109
304822
3929131
SH
SOLE
3831111
0
98020
MWI VETERINARY SUPPLY INC
COM
55402X105
17035
138229
SH
SOLE
125825
0
12404
NATIONAL OILWELL VARCO INC
COM
637071101
30775
446663
SH
SOLE
397939
0
48724
NATIONAL INSTRS CORP
COM
636518102
21878
783043
SH
SOLE
720152
0
62891
NIKE INC
CL B
654106103
33857
531671
SH
SOLE
477191
0
54480
NIKE INC
CL B
654106103
44377
696873
SH
DFND
1
0
0
696873
NOBLE CORPORATION BAAR
NAMEN -AKT
H5833N103
1471
39150
SH
SOLE
39150
0
0
NOBLE CORPORATION BAAR
NAMEN -AKT
H5833N103
39002
1037828
SH
DFND
1
0
0
1037828
NORDSTROM INC
COM
655664100
554
9240
SH
SOLE
9240
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1007
14241
SH
SOLE
14241
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
27048
382515
SH
DFND
1
0
0
382515
OCCIDENTAL PETE CORP DEL
COM
674599105
30037
336625
SH
SOLE
305157
0
31468
OCEANEERING INTL INC
COM
675232102
101511
1405964
SH
SOLE
1396930
0
9034
ORACLE CORP
COM
68389X105
37624
1224762
SH
SOLE
1107620
0
117142
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
67659
600776
SH
SOLE
597357
0
3419
PALL CORP
COM
696429307
62016
933557
SH
SOLE
928371
0
5186
PANERA BREAD CO
CL A
69840W108
14031
75458
SH
SOLE
67826
0
7632
PANERA BREAD CO
CL A
69840W108
13440
72280
SH
DFND
1
0
0
72280
PEPSICO INC
COM
713448108
1825
22319
SH
SOLE
22319
0
0
PEPSICO INC
COM
713448108
49098
600298
SH
DFND
1
0
0
600298
PERRIGO CO
COM
714290103
39442
325966
SH
SOLE
292178
0
33788
PERRIGO CO
COM
714290103
49462
408775
SH
DFND
1
0
0
408775
PHILIP MORRIS INTL INC
COM
718172109
95142
1098386
SH
SOLE
991051
0
107335
PNC FINL SVCS GROUP INC
COM
693475105
737
10103
SH
SOLE
10103
0
0
PORTFOLIO RECOVERY ASSOCS IN
COM
73640Q105
277
1800
SH
SOLE
1800
0
0
POWER INTEGRATIONS INC
COM
739276103
17435
429850
SH
SOLE
391757
0
38093
PRAXAIR INC
COM
74005P104
976
8473
SH
SOLE
8473
0
0
PRECISION CASTPARTS CORP
COM
740189105
38629
170918
SH
SOLE
152182
0
18736
PRESTIGE BRANDS HLDGS INC
COM
74112D101
248
8500
SH
SOLE
8500
0
0
PRICE T ROWE GROUP INC
COM
74144T108
42904
586464
SH
SOLE
540055
0
46409
PRICE T ROWE GROUP INC
COM
74144T108
44978
614880
SH
DFND
1
0
0
614880
PRICELINE COM INC
COM NEW
741503403
67990
82205
SH
SOLE
75660
0
6545
PRICELINE COM INC
COM NEW
741503403
51091
61769
SH
DFND
1
0
0
61769
PROSPERITY BANCSHARES INC
COM
743606105
25966
501369
SH
SOLE
463971
0
37398
QEP RES INC
COM
74733V100
989
35612
SH
SOLE
35612
0
0
QEP RES INC
COM
74733V100
19274
693811
SH
DFND
1
0
0
693811
QUALCOMM INC
COM
747525103
115271
1887185
SH
SOLE
1737019
0
150166
QUALCOMM INC
COM
747525103
92685
1517429
SH
DFND
1
0
0
1517429
RALPH LAUREN CORP
CL A
751212101
416
2392
SH
SOLE
2392
0
0
RAVEN INDS INC
COM
754212108
23613
787633
SH
SOLE
719229
0
68404
RED HAT INC
COM
756577102
334
6994
SH
SOLE
6994
0
0
RLI CORP
COM
749607107
27194
355898
SH
SOLE
324147
0
31751
ROSS STORES INC
COM
778296103
23364
360502
SH
SOLE
326705
0
33797
ROSS STORES INC
COM
778296103
25557
394331
SH
DFND
1
0
0
394331
SALLY BEAUTY HLDGS INC
COM
79546E104
219446
7056147
SH
SOLE
6888689
0
167458
SCANSOURCE INC
COM
806037107
20048
626502
SH
SOLE
570971
0
55531
SCHLUMBERGER LTD
COM
806857108
70162
979098
SH
SOLE
888508
0
90590
SEI INVESTMENTS CO
COM
784117103
107692
3787980
SH
SOLE
3762898
0
25082
SEMTECH CORP
COM
816850101
259
7400
SH
SOLE
7400
0
0
SHERWIN WILLIAMS CO
COM
824348106
1642
9300
SH
SOLE
9300
0
0
SOLERA HOLDINGS INC
COM
83421A104
79721
1432539
SH
SOLE
1425440
0
7099
SPDR S&P 500 ETF TR
TR UNIT
78462F103
443
2763
SH
SOLE
2763
0
0
STARBUCKS CORP
COM
855244109
63640
971706
SH
SOLE
894726
0
76980
STARBUCKS CORP
COM
855244109
72878
1112810
SH
DFND
1
0
0
1112810
STATE BK FINL CORP
COM
856190103
19614
1305012
SH
SOLE
1189819
0
115193
STEPAN CO
COM
858586100
11538
207488
SH
SOLE
189564
0
17924
STERICYCLE INC
COM
858912108
759
6871
SH
SOLE
6871
0
0
SUNTRUST BKS INC
COM
867914103
2283
72301
SH
SOLE
72301
0
0
SUNTRUST BKS INC
COM
867914103
36870
1167884
SH
DFND
1
0
0
1167884
SYNAPTICS INC
COM
87157D109
212
5500
SH
SOLE
5500
0
0
TD AMERITRADE HLDG CORP
COM
87236Y108
2091
86087
SH
SOLE
86087
0
0
TECHNE CORP
COM
878377100
20524
297100
SH
SOLE
274773
0
22327
TEXAS INSTRS INC
COM
882508104
45092
1293225
SH
SOLE
1190852
0
102373
TEXAS INSTRS INC
COM
882508104
32081
920027
SH
DFND
1
0
0
920027
TIFFANY & CO NEW
COM
886547108
642
8819
SH
SOLE
8819
0
0
TJX COS INC NEW
COM
872540109
3943
78764
SH
SOLE
78764
0
0
TORO CO
COM
891092108
277
6100
SH
SOLE
6100
0
0
TRANSDIGM GROUP INC
COM
893641100
66004
421027
SH
SOLE
418465
0
2562
TREEHOUSE FOODS INC
COM
89469A104
912
13917
SH
SOLE
13917
0
0
TTM TECHNOLOGIES INC
COM
87305R109
103
12300
SH
SOLE
12300
0
0
TYCO INTERNATIONAL LTD
SHS
H89128104
1508
45778
SH
SOLE
45778
0
0
ULTA SALON COSMETCS & FRAG I
COM
90384S303
424
4235
SH
SOLE
4235
0
0
UMPQUA HLDGS CORP
COM
904214103
129460
8624884
SH
SOLE
8445990
0
178894
UNION PAC CORP
COM
907818108
97472
631788
SH
SOLE
577776
0
54012
UNITED NAT FOODS INC
COM
911163103
232
4300
SH
SOLE
4300
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
38730
591474
SH
SOLE
527771
0
63703
UNIVERSAL HEALTH RLTY INCM T
SH BEN INT
91359E105
14206
329373
SH
SOLE
300730
0
28643
US BANCORP DEL
COM NEW
902973304
1930
53399
SH
SOLE
53399
0
0
VARIAN MED SYS INC
COM
92220P105
117434
1741056
SH
SOLE
1691799
0
49257
VARIAN MED SYS INC
COM
92220P105
25632
380016
SH
DFND
1
0
0
380016
VERISK ANALYTICS INC
CL A
92345Y106
638
10679
SH
SOLE
10679
0
0
VMWARE INC
CL A COM
928563402
26243
391746
SH
SOLE
362283
0
29463
VMWARE INC
CL A COM
928563402
24919
371981
SH
DFND
1
0
0
371981
WAL-MART STORES INC
COM
931142103
3677
49360
SH
SOLE
49360
0
0
WASTE CONNECTIONS INC
COM
941053100
1101
26772
SH
SOLE
26772
0
0
WEATHERFORD INTERNATIONAL LT
REG SHS
H27013103
446
32555
SH
SOLE
32555
0
0
WELLS FARGO & CO NEW
COM
949746101
52981
1283763
SH
SOLE
1144194
0
139569
WELLS FARGO & CO NEW
COM
949746101
55967
1356118
SH
DFND
1
0
0
1356118
WESTAMERICA BANCORPORATION
COM
957090103
20288
444031
SH
SOLE
405153
0
38878
WEX INC
COM
96208T104
82323
1073311
SH
SOLE
1048527
0
24784
WHITE MTNS INS GROUP LTD
COM
G9618E107
1932
3361
SH
SOLE
3361
0
0
WOLVERINE WORLD WIDE INC
COM
978097103
26804
490830
SH
SOLE
449969
0
40861
WYNN RESORTS LTD
COM
983134107
588
4592
SH
SOLE
4592
0
0