0000950123-16-016777.txt : 20160512 0000950123-16-016777.hdr.sgml : 20160512 20160512080052 ACCESSION NUMBER: 0000950123-16-016777 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160512 DATE AS OF CHANGE: 20160512 EFFECTIVENESS DATE: 20160512 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: 161641681 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 03-31-2016 03-31-2016 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 05-12-2016 0 357 48039592 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABBOTT LABS COM 002824100 221813 5302732 SH SOLE 4866569 0 436163 ABM INDS INC COM 000957100 2272 70334 SH SOLE 70334 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 223551 1937181 SH SOLE 1801686 0 135495 ACI WORLDWIDE INC COM 004498101 19336 930056 SH SOLE 701585 0 228471 ACTIVISION BLIZZARD INC COM 00507V109 108596 3209100 SH SOLE 3051481 0 157619 ACUITY BRANDS INC COM 00508Y102 291181 1334836 SH SOLE 1149723 0 185113 ACXIOM CORP COM 005125109 18570 866120 SH SOLE 653348 0 212772 ADOBE SYS INC COM 00724F101 73470 783264 SH SOLE 718900 0 64364 ADVANCE AUTO PARTS INC COM 00751Y106 89944 560960 SH SOLE 491366 0 69594 AEGION CORP COM 00770F104 5781 274133 SH SOLE 274133 0 0 AGIOS PHARMACEUTICALS INC COM 00847X104 2587 63719 SH SOLE 48172 0 15547 AIR LEASE CORP CL A 00912X302 274669 8551345 SH SOLE 8199258 0 352087 ALAMOS GOLD INC NEW COM CL A 011532108 6598 1247352 SH SOLE 1247352 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22168 280503 SH SOLE 280503 0 0 ALLEGHANY CORP DEL COM 017175100 257387 518717 SH SOLE 496392 0 22325 ALLEGION PUB LTD CO ORD SHS G0176J109 25191 395400 SH SOLE 357220 0 38180 ALLERGAN PLC SHS G0177J108 206387 770013 SH SOLE 692266 0 77747 ALLETE INC COM NEW 018522300 4600 82038 SH SOLE 82038 0 0 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 111164 3181570 SH SOLE 3031424 0 150146 ALLSTATE CORP COM 020002101 155023 2301071 SH SOLE 2194035 0 107036 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 14667 233659 SH SOLE 176359 0 57300 ALPHABET INC CAP STK CL A 02079K305 502754 659004 SH SOLE 587463 0 71541 ALPHABET INC CAP STK CL C 02079K107 370969 497978 SH SOLE 441097 0 56881 AMAZON COM INC COM 023135106 20660 34802 SH SOLE 21955 0 12847 AMERICAN CAPITAL AGENCY CORP COM 02503X105 116605 6258984 SH SOLE 6025725 0 233259 AMERICAN EXPRESS CO COM 025816109 285252 4645790 SH SOLE 4012498 0 633292 AMERICAN RLTY CAP PPTYS INC NOTE 3.000% 8/0 02917TAA2 5827 6000000 SH SOLE 0 0 6000000 AMERICAN RLTY CAP PPTYS INC NOTE 3.750%12/1 02917TAB0 29644 31000000 SH SOLE 0 0 31000000 AMERICAN VANGUARD CORP COM 030371108 3971 251658 SH SOLE 251658 0 0 AMERICAS CAR MART INC COM 03062T105 4002 160064 SH SOLE 160064 0 0 AMETEK INC NEW COM 031100100 453993 9083494 SH SOLE 8638257 0 445237 ANALOG DEVICES INC COM 032654105 136119 2299700 SH SOLE 2181192 0 118508 ANIXTER INTL INC COM 035290105 3738 71728 SH SOLE 71728 0 0 ANNALY CAP MGMT INC COM 035710409 15783 1538301 SH SOLE 1538301 0 0 ANTHEM INC COM 036752103 102394 736704 SH SOLE 676152 0 60552 ANWORTH MORTGAGE ASSET CP COM 037347101 5542 1189220 SH SOLE 1189220 0 0 AON PLC SHS CL A G0408V102 1381024 13221866 SH SOLE 11927449 0 1294417 APACHE CORP COM 037411105 266599 5461972 SH SOLE 5252874 0 209098 APPLE INC COM 037833100 37235 341634 SH SOLE 341634 0 0 APPLIED MATLS INC COM 038222105 313107 14783156 SH SOLE 12777080 0 2006076 ARAMARK COM 03852U106 98233 2965975 SH SOLE 2820537 0 145438 ARCH CAP GROUP LTD ORD G0450A105 1334778 18773242 SH SOLE 17017620 0 1755622 ARROW ELECTRS INC COM 042735100 283493 4401388 SH SOLE 4219041 0 182347 ASPEN TECHNOLOGY INC COM 045327103 82306 2278042 SH SOLE 2109229 0 168813 ASTRONICS CORP COM 046433108 3606 94532 SH SOLE 71602 0 22930 ATHENAHEALTH INC COM 04685W103 308206 2220827 SH SOLE 2001953 0 218874 ATLANTIC TELE NETWORK INC COM NEW 049079205 6856 90411 SH SOLE 90411 0 0 ATLASSIAN CORP PLC CL A G06242104 54431 2164239 SH SOLE 1909415 0 254824 AUTONATION INC COM 05329W102 102901 2204390 SH SOLE 2090992 0 113398 AVNET INC COM 053807103 262921 5935022 SH SOLE 5670720 0 264302 AZZ INC COM 002474104 11909 210410 SH SOLE 210410 0 0 BAIDU INC SPON ADR REP A 056752108 1330650 6971133 SH SOLE 6296137 0 674996 BANK NEW YORK MELLON CORP COM 064058100 534972 14525447 SH SOLE 12553854 0 1971593 BECTON DICKINSON & CO COM 075887109 284302 1872627 SH SOLE 1780687 0 91940 BED BATH & BEYOND INC COM 075896100 85089 1714120 SH SOLE 1625922 0 88198 BENCHMARK ELECTRS INC COM 08160H101 4210 182651 SH SOLE 182651 0 0 BENEFITFOCUS INC COM 08180D106 35490 1064182 SH SOLE 802849 0 261333 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66569 469189 SH SOLE 469189 0 0 BERKSHIRE HILLS BANCORP INC COM 084680107 4405 163812 SH SOLE 163812 0 0 BLACKBAUD INC COM 09227Q100 37015 588573 SH SOLE 444213 0 144360 BLOCK H & R INC COM 093671105 94662 3582955 SH SOLE 3398598 0 184357 BLUEBIRD BIO INC COM 09609G100 4033 94891 SH SOLE 71705 0 23186 BOOT BARN HLDGS INC COM 099406100 6906 734644 SH SOLE 554518 0 180126 BOSTON SCIENTIFIC CORP COM 101137107 772061 41045254 SH SOLE 38330906 0 2714348 BRADY CORP CL A 104674106 11939 444806 SH SOLE 335942 0 108864 BRIGHT HORIZONS FAM SOL IN D COM 109194100 51795 799551 SH SOLE 603432 0 196119 BRISTOL MYERS SQUIBB CO COM 110122108 13284 207957 SH SOLE 132100 0 75857 BROADCOM LTD SHS Y09827109 128682 832896 SH SOLE 764556 0 68340 BUFFALO WILD WINGS INC COM 119848109 9542 64423 SH SOLE 50448 0 13975 BURLINGTON STORES INC COM 122017106 28893 513749 SH SOLE 387815 0 125934 CABLE ONE INC COM 12685J105 4273 9776 SH SOLE 9776 0 0 CANADIAN PAC RY LTD COM 13645T100 372372 2806334 SH SOLE 2442867 0 363467 CAPITAL SOUTHWEST CORP COM 140501107 1397 100699 SH SOLE 100699 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 3693 107875 SH SOLE 107875 0 0 CAVIUM INC COM 14964U108 25523 417313 SH SOLE 314977 0 102336 CBS CORP NEW CL B 124857202 222824 4044728 SH SOLE 3888299 0 156429 CELADON GROUP INC COM 150838100 1271 121264 SH SOLE 121264 0 0 CELANESE CORP DEL COM SER A 150870103 189675 2895806 SH SOLE 2771099 0 124707 CELGENE CORP COM 151020104 22471 224512 SH SOLE 142783 0 81729 CEPHEID COM 15670R107 188845 5660814 SH SOLE 5105819 0 554995 CERNER CORP COM 156782104 122860 2319866 SH SOLE 2206149 0 113717 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 16123 79647 SH SOLE 50146 0 29501 CHIPOTLE MEXICAN GRILL INC COM 169656105 187617 398363 SH SOLE 374277 0 24086 CHUBB LIMITED COM H1467J104 36021 302320 SH SOLE 302320 0 0 CIGNA CORPORATION COM 125509109 326474 2378854 SH SOLE 2262181 0 116673 CIMAREX ENERGY CO COM 171798101 108750 1118017 SH SOLE 1063202 0 54815 CISCO SYS INC COM 17275R102 449738 15796912 SH SOLE 13825015 0 1971897 CITIGROUP INC COM NEW 172967424 496018 11880667 SH SOLE 10427411 0 1453256 CITIZENS FINL GROUP INC COM 174610105 222029 10598033 SH SOLE 9158782 0 1439251 CLARCOR INC COM 179895107 10059 174062 SH SOLE 174062 0 0 COACH INC COM 189754104 113707 2836294 SH SOLE 2690166 0 146128 COGNEX CORP COM 192422103 64035 1644037 SH SOLE 1240846 0 403191 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 702776 11208551 SH SOLE 10002252 0 1206299 COMCAST CORP NEW CL A 20030N101 26021 426007 SH SOLE 270149 0 155858 CONCHO RES INC COM 20605P101 103796 1027274 SH SOLE 976818 0 50456 COPA HOLDINGS SA CL A P31076105 2138 31563 SH SOLE 31563 0 0 COSTAR GROUP INC COM 22160N109 74046 393505 SH SOLE 296842 0 96663 CREDICORP LTD COM G2519Y108 16516 126066 SH SOLE 126066 0 0 CSW INDUSTRIALS INC COM 126402106 3316 105255 SH SOLE 105255 0 0 CSX CORP COM 126408103 47986 1863515 SH SOLE 1611746 0 251769 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 134803 3045702 SH SOLE 2896106 0 149596 CUBIC CORP COM 229669106 9792 245042 SH SOLE 245042 0 0 CYS INVTS INC COM 12673A108 6270 770227 SH SOLE 770227 0 0 DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 18788 577209 SH SOLE 435816 0 141393 DECKERS OUTDOOR CORP COM 243537107 20568 343316 SH SOLE 259165 0 84151 DELPHI AUTOMOTIVE PLC SHS G27823106 697960 9303658 SH SOLE 8314190 0 989468 DEMANDWARE INC COM 24802Y105 28434 727225 SH SOLE 548499 0 178726 DEVON ENERGY CORP NEW COM 25179M103 256190 9336354 SH SOLE 8966043 0 370311 DEXCOM INC COM 252131107 311221 4582841 SH SOLE 4089146 0 493695 DIAMONDBACK ENERGY INC COM 25278X109 16194 209819 SH SOLE 158427 0 51392 DIME CMNTY BANCSHARES COM 253922108 3573 202754 SH SOLE 202754 0 0 DOLBY LABORATORIES INC COM 25659T107 12056 277415 SH SOLE 277415 0 0 DOLLAR GEN CORP NEW COM 256677105 33478 391095 SH SOLE 246414 0 144681 DOLLAR TREE INC COM 256746108 213761 2592295 SH SOLE 2364441 0 227854 DR REDDYS LABS LTD ADR 256135203 472 10443 SH SOLE 10443 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 6569 263267 SH SOLE 263267 0 0 DUNKIN BRANDS GROUP INC COM 265504100 65754 1393972 SH SOLE 1051298 0 342674 DYNAMIC MATLS CORP COM 267888105 754 116342 SH SOLE 116342 0 0 EARTHLINK HLDGS CORP COM 27033X101 1149 202592 SH SOLE 202592 0 0 ECOLAB INC COM 278865100 38392 344265 SH SOLE 315996 0 28269 ELECTRONIC ARTS INC COM 285512109 540082 8169452 SH SOLE 7674820 0 494632 ELLIE MAE INC COM 28849P100 44011 485557 SH SOLE 367017 0 118540 EMCOR GROUP INC COM 29084Q100 24299 499984 SH SOLE 499984 0 0 ENCORE WIRE CORP COM 292562105 4368 112206 SH SOLE 112206 0 0 ENSTAR GROUP LIMITED SHS G3075P101 6546 40262 SH SOLE 40262 0 0 ENVISION HEALTHCARE HLDGS IN COM 29413U103 136434 6687930 SH SOLE 6359574 0 328356 EOG RES INC COM 26875P101 40730 561171 SH SOLE 561171 0 0 EPAM SYS INC COM 29414B104 5877 78704 SH SOLE 78704 0 0 ERA GROUP INC COM 26885G109 2140 228144 SH SOLE 228144 0 0 EXACT SCIENCES CORP COM 30063P105 9450 1402087 SH SOLE 1058023 0 344064 FACEBOOK INC CL A 30303M102 346838 3039775 SH SOLE 2803938 0 235837 FARO TECHNOLOGIES INC COM 311642102 5360 166413 SH SOLE 166413 0 0 FEDEX CORP COM 31428X106 153775 945027 SH SOLE 809012 0 136015 FEI CO COM 30241L109 14325 160939 SH SOLE 121543 0 39396 FERROGLOBE PLC SHS G33856108 2732 310128 SH SOLE 310128 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 6674 615140 SH SOLE 615140 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 90280 1426003 SH SOLE 1355874 0 70129 FIFTH THIRD BANCORP COM 316773100 150646 9026139 SH SOLE 8560541 0 465598 FINISH LINE INC CL A 317923100 3528 167194 SH SOLE 167194 0 0 FLIR SYS INC COM 302445101 89118 2704644 SH SOLE 2565507 0 139137 FLUOR CORP NEW COM 343412102 156533 2914957 SH SOLE 2764549 0 150408 FORTUNE BRANDS HOME & SEC IN COM 34964C106 462827 8258860 SH SOLE 7852429 0 406431 FORWARD AIR CORP COM 349853101 20473 451749 SH SOLE 341067 0 110682 FRANKLIN ELEC INC COM 353514102 10172 316207 SH SOLE 316207 0 0 FULLER H B CO COM 359694106 22567 531617 SH SOLE 531617 0 0 GARTNER INC COM 366651107 217304 2432049 SH SOLE 2312382 0 119667 GENERAC HLDGS INC COM 368736104 10338 277610 SH SOLE 209426 0 68184 GENERAL MLS INC COM 370334104 25015 394864 SH SOLE 248544 0 146320 GENMARK DIAGNOSTICS INC COM 372309104 11485 2179295 SH SOLE 1645767 0 533528 GENTEX CORP COM 371901109 117699 7501542 SH SOLE 7115052 0 386490 GENTHERM INC COM 37253A103 32835 789489 SH SOLE 595501 0 193988 GLOBAL PMTS INC COM 37940X102 450049 6892023 SH SOLE 6544895 0 347128 GLOBANT S A COM L44385109 1393 45133 SH SOLE 45133 0 0 GOLDCORP INC NEW COM 380956409 222858 13731209 SH SOLE 13233030 0 498179 GOLDMAN SACHS GROUP INC COM 38141G104 49375 314531 SH SOLE 314531 0 0 GRANA Y MONTERO S A A SPONSORED ADR 38500P208 1124 277534 SH SOLE 277534 0 0 GREAT WESTN BANCORP INC COM 391416104 6708 246001 SH SOLE 246001 0 0 GRIFOLS S A SP ADR REP B NVT 398438408 242494 15675104 SH SOLE 13757606 0 1917498 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 3610 127569 SH SOLE 127569 0 0 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 300014 10925492 SH SOLE 9806598 0 1118894 GUESS INC COM 401617105 3813 203121 SH SOLE 203121 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 263245 4831964 SH SOLE 4339418 0 492546 HARLEY DAVIDSON INC COM 412822108 132198 2575445 SH SOLE 2442752 0 132693 HARMAN INTL INDS INC COM 413086109 54897 616548 SH SOLE 586222 0 30326 HARRIS CORP DEL COM 413875105 67278 864086 SH SOLE 820790 0 43296 HATTERAS FINL CORP COM 41902R103 71705 5014357 SH SOLE 4778037 0 236320 HCA HOLDINGS INC COM 40412C101 14861 190402 SH SOLE 120932 0 69470 HD SUPPLY HLDGS INC COM 40416M105 142605 4312203 SH SOLE 4100100 0 212103 HDFC BANK LTD ADR REPS 3 SHS 40415F101 23415 379922 SH SOLE 379922 0 0 HELMERICH & PAYNE INC COM 423452101 84478 1438653 SH SOLE 1364628 0 74025 HESS CORP COM 42809H107 232687 4419499 SH SOLE 4239300 0 180199 HSN INC COM 404303109 10019 191523 SH SOLE 191523 0 0 HUBBELL INC COM 443510607 158026 1491796 SH SOLE 1416624 0 75172 HUBSPOT INC COM 443573100 7126 163374 SH SOLE 123288 0 40086 IAC INTERACTIVECORP COM 44919P508 113214 2404726 SH SOLE 2281007 0 123719 ICICI BK LTD ADR 45104G104 485 67729 SH SOLE 67729 0 0 IDEX CORP COM 45167R104 46960 566599 SH SOLE 427463 0 139136 IHS INC CL A 451734107 982734 7915061 SH SOLE 7426237 0 488824 ILLUMINA INC COM 452327109 57214 352931 SH SOLE 335558 0 17373 IMAX CORP COM 45245E109 13200 424576 SH SOLE 320616 0 103960 IMPERIAL OIL LTD COM NEW 453038408 564015 16882091 SH SOLE 15409374 0 1472717 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 10604 157422 SH SOLE 118769 0 38653 INTERCONTINENTAL EXCHANGE IN COM 45866F104 222079 944454 SH SOLE 897195 0 47259 INTERPUBLIC GROUP COS INC COM 460690100 2163 94246 SH SOLE 94246 0 0 INTUIT COM 461202103 105804 1017247 SH SOLE 967258 0 49989 INTUITIVE SURGICAL INC COM NEW 46120E602 105805 176034 SH SOLE 167407 0 8627 IONIS PHARMACEUTICALS INC COM 462222100 5593 138097 SH SOLE 104565 0 33532 ISHARES INDIA 50 ETF 464289529 1184 44005 SH SOLE 44005 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 213027 4891546 SH SOLE 4698169 0 193377 JD COM INC SPON ADR CL A 47215P106 109567 4134613 SH SOLE 3931185 0 203428 JOHN BEAN TECHNOLOGIES CORP COM 477839104 46980 832824 SH SOLE 628696 0 204128 JOHNSON & JOHNSON COM 478160104 508919 4703505 SH SOLE 4065501 0 638004 JOY GLOBAL INC COM 481165108 188983 11759964 SH SOLE 10851338 0 908626 JPMORGAN CHASE & CO COM 46625H100 18397 310653 SH SOLE 197218 0 113435 KAMAN CORP COM 483548103 7973 186773 SH SOLE 186773 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 10314 120701 SH SOLE 120701 0 0 KENNAMETAL INC COM 489170100 93401 4153011 SH SOLE 3959945 0 193066 KEYSIGHT TECHNOLOGIES INC COM 49338L103 125554 4526094 SH SOLE 4292894 0 233200 KINROSS GOLD CORP COM NO PAR 496902404 102163 30047935 SH SOLE 28995896 0 1052039 KIRBY CORP COM 497266106 15254 253004 SH SOLE 253004 0 0 KNOWLES CORP COM 49926D109 2990 226888 SH SOLE 226888 0 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 234298 4433257 SH SOLE 4215428 0 217829 LIBERTY GLOBAL PLC SHS CL A G5480U104 555487 14428244 SH SOLE 12750707 0 1677537 LIBERTY GLOBAL PLC SHS CL C G5480U120 823523 21925539 SH SOLE 19406115 0 2519424 LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 144588 3696001 SH SOLE 3506971 0 189030 LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 188310 7457823 SH SOLE 7152198 0 305625 LIVE NATION ENTERTAINMENT IN COM 538034109 4329 194057 SH SOLE 123492 0 70565 LKQ CORP COM 501889208 902917 28278022 SH SOLE 26372016 0 1906006 LOEWS CORP COM 540424108 100105 2616439 SH SOLE 2481637 0 134802 LULULEMON ATHLETICA INC COM 550021109 96186 1420562 SH SOLE 1350993 0 69569 M & T BK CORP COM 55261F104 115537 1040871 SH SOLE 987230 0 53641 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 10028 554346 SH SOLE 418513 0 135833 MANNING & NAPIER INC CL A 56382Q102 698 86482 SH SOLE 86482 0 0 MANPOWERGROUP INC COM 56418H100 63718 782585 SH SOLE 742265 0 40320 MARKIT LTD SHS G58249106 331632 9381387 SH SOLE 8629575 0 751812 MARSH & MCLENNAN COS INC COM 571748102 438283 7209788 SH SOLE 6235711 0 974077 MASTERCARD INC CL A 57636Q104 35924 380153 SH SOLE 239187 0 140966 MCDERMOTT INTL INC COM 580037109 38709 9464218 SH SOLE 9007906 0 456312 MCGRAW HILL FINL INC COM 580645109 764677 7725573 SH SOLE 7260282 0 465291 MEDIVATION INC COM 58501N101 20400 443680 SH SOLE 281896 0 161784 MEDTRONIC PLC SHS G5960L103 2404057 32054087 SH SOLE 28693356 0 3360731 MERCADOLIBRE INC COM 58733R102 44107 374266 SH SOLE 307522 0 66744 MICHAELS COS INC COM 59408Q106 185920 6647112 SH SOLE 6320579 0 326533 MICROSOFT CORP COM 594918104 582724 10550856 SH SOLE 9114553 0 1436303 MICROSTRATEGY INC CL A NEW 594972408 8269 46013 SH SOLE 46013 0 0 MIDDLEBY CORP COM 596278101 48181 451264 SH SOLE 429080 0 22184 MKS INSTRUMENT INC COM 55306N104 11208 297695 SH SOLE 297695 0 0 MOBILEYE N V AMSTELVEEN ORD SHS N51488117 58502 1568828 SH SOLE 1491755 0 77073 MOLSON COORS BREWING CO CL B 60871R209 38355 398788 SH SOLE 250916 0 147872 MONDELEZ INTL INC CL A 609207105 18046 449812 SH SOLE 283871 0 165941 MONSTER BEVERAGE CORP NEW COM 61174X109 229792 1722835 SH SOLE 1625432 0 97403 MOSAIC CO NEW COM 61945C103 266191 9858917 SH SOLE 9481150 0 377767 MOTOROLA SOLUTIONS INC COM NEW 620076307 143404 1894379 SH SOLE 1801182 0 93197 MSC INDL DIRECT INC CL A 553530106 7422 97257 SH SOLE 97257 0 0 MUELLER INDS INC COM 624756102 4809 163469 SH SOLE 163469 0 0 MYR GROUP INC DEL COM 55405W104 4739 188722 SH SOLE 188722 0 0 NACCO INDS INC CL A 629579103 742 12921 SH SOLE 12921 0 0 NANOMETRICS INC COM 630077105 2812 177495 SH SOLE 177495 0 0 NATIONAL INSTRS CORP COM 636518102 13289 441359 SH SOLE 333294 0 108065 NEKTAR THERAPEUTICS COM 640268108 11607 844113 SH SOLE 617659 0 226454 NEOGENOMICS INC COM NEW 64049M209 19970 2962958 SH SOLE 2235739 0 727219 NEVRO CORP COM 64157F103 32131 571120 SH SOLE 431069 0 140051 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 483965 13991480 SH SOLE 12608596 0 1382884 NEWELL RUBBERMAID INC COM 651229106 69085 1559836 SH SOLE 1483253 0 76583 NEWMARKET CORP COM 651587107 4853 12247 SH SOLE 7788 0 4459 NEWPARK RES INC COM PAR $.01NEW 651718504 3642 843011 SH SOLE 843011 0 0 NOAH HLDGS LTD SPON ADS CL A 65487X102 4206 169036 SH SOLE 169036 0 0 NOBLE ENERGY INC COM 655044105 104540 3328248 SH SOLE 3125554 0 202694 NORDSTROM INC COM 655664100 42979 751252 SH SOLE 712507 0 38745 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 52726 953630 SH SOLE 906703 0 46927 NOW INC COM 67011P100 7952 448734 SH SOLE 448734 0 0 NUCOR CORP COM 670346105 156964 3318477 SH SOLE 3184374 0 134103 NUVASIVE INC COM 670704105 3290 67628 SH SOLE 51037 0 16591 NVIDIA CORP COM 67066G104 145609 4086701 SH SOLE 3886339 0 200362 NXP SEMICONDUCTORS N V COM N6596X109 177229 2186117 SH SOLE 2078826 0 107291 O REILLY AUTOMOTIVE INC NEW COM 67103H107 66340 242419 SH SOLE 230536 0 11883 OGE ENERGY CORP COM 670837103 103675 3621187 SH SOLE 3434611 0 186576 OMNICELL INC COM 68213N109 3823 137179 SH SOLE 137179 0 0 OMNICOM GROUP INC COM 681919106 171360 2058872 SH SOLE 1952786 0 106086 ORACLE CORP COM 68389X105 779118 19044681 SH SOLE 16620647 0 2424034 ORITANI FINL CORP DEL COM 68633D103 3667 216110 SH SOLE 216110 0 0 OSHKOSH CORP COM 688239201 11099 271562 SH SOLE 271562 0 0 OWENS & MINOR INC NEW COM 690732102 7746 191633 SH SOLE 191633 0 0 PACWEST BANCORP DEL COM 695263103 12085 325315 SH SOLE 309354 0 15961 PALO ALTO NETWORKS INC COM 697435105 251773 1543294 SH SOLE 1467401 0 75893 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1678 78254 SH SOLE 78254 0 0 PANDORA MEDIA INC COM 698354107 21399 2390938 SH SOLE 1803078 0 587860 PARK ELECTROCHEMICAL CORP COM 700416209 860 53724 SH SOLE 53724 0 0 PATTERSON UTI ENERGY INC COM 703481101 7212 409294 SH SOLE 409294 0 0 PAYLOCITY HLDG CORP COM 70438V106 8989 274550 SH SOLE 207048 0 67502 PEPSICO INC COM 713448108 19999 195150 SH SOLE 122836 0 72314 PICO HLDGS INC COM NEW 693366205 1289 125989 SH SOLE 125989 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 4564 115581 SH SOLE 115581 0 0 POST PPTYS INC COM 737464107 4522 75690 SH SOLE 75690 0 0 POTLATCH CORP NEW COM 737630103 3527 111964 SH SOLE 111964 0 0 POWELL INDS INC COM 739128106 3526 118298 SH SOLE 118298 0 0 PRICELINE GRP INC COM NEW 741503403 36182 28071 SH SOLE 25766 0 2305 PRICESMART INC COM 741511109 23113 273266 SH SOLE 206233 0 67033 PROGRESSIVE CORP OHIO COM 743315103 292105 8312616 SH SOLE 7353700 0 958916 PROOFPOINT INC COM 743424103 42281 786189 SH SOLE 592959 0 193230 PROTO LABS INC COM 743713109 25400 329483 SH SOLE 248759 0 80724 Q2 HLDGS INC COM 74736L109 37248 1549429 SH SOLE 1168385 0 381044 QIWI PLC SPON ADR REP B 74735M108 7055 486887 SH SOLE 486887 0 0 QUAD / GRAPHICS INC COM CL A 747301109 3399 262671 SH SOLE 262671 0 0 QUALCOMM INC COM 747525103 442559 8653874 SH SOLE 7590922 0 1062952 QUANTA SVCS INC COM 74762E102 108029 4788511 SH SOLE 4542155 0 246356 RAYONIER ADVANCED MATLS INC COM 75508B104 1331 140092 SH SOLE 140092 0 0 REGENERON PHARMACEUTICALS COM 75886F107 646857 1794632 SH SOLE 1686350 0 108282 RENAISSANCERE HOLDINGS LTD COM G7496G103 10857 90603 SH SOLE 90603 0 0 RENT A CTR INC NEW COM 76009N100 9741 614602 SH SOLE 614602 0 0 ROCKWELL COLLINS INC COM 774341101 140478 1523456 SH SOLE 1444956 0 78500 ROPER TECHNOLOGIES INC COM 776696106 83310 455817 SH SOLE 433440 0 22377 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 205658 2503442 SH SOLE 2254435 0 249007 RPM INTL INC COM 749685103 209502 4426420 SH SOLE 4209524 0 216896 RSP PERMIAN INC COM 74978Q105 7959 274082 SH SOLE 207065 0 67017 RYDER SYS INC COM 783549108 147226 2272705 SH SOLE 2170473 0 102232 SALESFORCE COM INC COM 79466L302 112000 1516999 SH SOLE 1392235 0 124764 SANDERSON FARMS INC COM 800013104 9900 109777 SH SOLE 109777 0 0 SCHLUMBERGER LTD COM 806857108 68540 929354 SH SOLE 853091 0 76263 SEATTLE GENETICS INC COM 812578102 153426 4372346 SH SOLE 4038391 0 333955 SERVICENOW INC COM 81762P102 21374 349370 SH SOLE 332173 0 17197 SIGNET JEWELERS LIMITED SHS G81276100 201557 1625070 SH SOLE 1545392 0 79678 SNYDERS-LANCE INC COM 833551104 2633 83645 SH SOLE 83645 0 0 SPS COMM INC COM 78463M107 16306 379738 SH SOLE 286697 0 93041 STARBUCKS CORP COM 855244109 125377 2100116 SH SOLE 1927524 0 172592 STARZ COM SER A 85571Q102 7111 270086 SH SOLE 270086 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 6015 449227 SH SOLE 449227 0 0 SURGICAL CARE AFFILIATES INC COM 86881L106 33601 726037 SH SOLE 572485 0 153552 SVB FINL GROUP COM 78486Q101 68158 667889 SH SOLE 618114 0 49775 SYNOPSYS INC COM 871607107 109870 2268163 SH SOLE 2151106 0 117057 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 31808 844379 SH SOLE 637248 0 207131 TASER INTL INC COM 87651B104 57461 2927208 SH SOLE 2209299 0 717909 TATA MTRS LTD SPONSORED ADR 876568502 1382 47563 SH SOLE 47563 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 223522 7089190 SH SOLE 6742658 0 346532 TE CONNECTIVITY LTD REG SHS H84989104 653279 10550376 SH SOLE 9601794 0 948582 TEAM INC COM 878155100 5632 185369 SH SOLE 185369 0 0 TECH DATA CORP COM 878237106 16587 216062 SH SOLE 216062 0 0 TEGNA INC COM 87901J105 75984 3238892 SH SOLE 3072013 0 166879 TELEDYNE TECHNOLOGIES INC COM 879360105 49910 566253 SH SOLE 446455 0 119798 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 866692 69390845 SH SOLE 62353472 0 7037373 TERADATA CORP DEL COM 88076W103 68283 2602245 SH SOLE 2469177 0 133068 TETRA TECH INC NEW COM 88162G103 10171 341084 SH SOLE 341084 0 0 TEXTRON INC COM 883203101 135149 3706775 SH SOLE 3519681 0 187094 TEXTURA CORP COM 883211104 1834 98449 SH SOLE 74290 0 24159 THERMO FISHER SCIENTIFIC INC COM 883556102 23299 164556 SH SOLE 103615 0 60941 TIME WARNER INC COM NEW 887317303 57827 797065 SH SOLE 797065 0 0 TIMKEN CO COM 887389104 13029 389048 SH SOLE 389048 0 0 TIMKENSTEEL CORP COM 887399103 3667 402938 SH SOLE 402938 0 0 TORCHMARK CORP COM 891027104 146172 2698900 SH SOLE 2559854 0 139046 TRACTOR SUPPLY CO COM 892356106 327407 3619361 SH SOLE 3441942 0 177419 TRIBUNE MEDIA CO CL A 896047503 4066 106025 SH SOLE 106025 0 0 TRIMBLE NAVIGATION LTD COM 896239100 34353 1385183 SH SOLE 1317446 0 67737 TYLER TECHNOLOGIES INC COM 902252105 42088 327252 SH SOLE 246812 0 80440 ULTA SALON COSMETCS & FRAG I COM 90384S303 229653 1185367 SH SOLE 1127140 0 58227 ULTIMATE SOFTWARE GROUP INC COM 90385D107 76676 396258 SH SOLE 299062 0 97196 ULTRATECH INC COM 904034105 5527 253060 SH SOLE 253060 0 0 UNILEVER PLC SPON ADR NEW 904767704 179268 3967852 SH SOLE 3689721 0 278131 UNION PAC CORP COM 907818108 35625 447836 SH SOLE 447836 0 0 UNIT CORP COM 909218109 4854 550947 SH SOLE 550947 0 0 UNITED TECHNOLOGIES CORP COM 913017109 215255 2150403 SH SOLE 2047814 0 102589 VALMONT INDS INC COM 920253101 12779 103186 SH SOLE 103186 0 0 VANTIV INC CL A 92210H105 89433 1659854 SH SOLE 1578236 0 81618 VERISK ANALYTICS INC COM 92345Y106 187509 2346212 SH SOLE 2231165 0 115047 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 5734 445192 SH SOLE 445192 0 0 VISA INC COM CL A 92826C839 404540 5289482 SH SOLE 4864184 0 425298 VISTEON CORP COM NEW 92839U206 8685 109128 SH SOLE 82269 0 26859 VOCERA COMMUNICATIONS INC COM 92857F107 2914 228557 SH SOLE 228557 0 0 WABCO HLDGS INC COM 92927K102 228237 2134649 SH SOLE 1901785 0 232864 WASTE CONNECTIONS INC COM 941053100 324784 5028401 SH SOLE 4781643 0 246758 WEX INC COM 96208T104 23087 276956 SH SOLE 209062 0 67894 WHITEWAVE FOODS CO COM 966244105 291785 7179738 SH SOLE 6827278 0 352460 WILLIAMS SONOMA INC COM 969904101 13573 247953 SH SOLE 157298 0 90655 WOODWARD INC COM 980745103 5979 114934 SH SOLE 114934 0 0 WORKDAY INC CL A 98138H101 382694 4980407 SH SOLE 4692329 0 288078 WORLD FUEL SVCS CORP COM 981475106 24174 497618 SH SOLE 497618 0 0 YANDEX N V SHS CLASS A N97284108 1337 87242 SH SOLE 87242 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2938 164332 SH SOLE 164332 0 0