0000950123-18-007979.txt : 20180810
0000950123-18-007979.hdr.sgml : 20180810
20180810113301
ACCESSION NUMBER: 0000950123-18-007979
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180810
DATE AS OF CHANGE: 20180810
EFFECTIVENESS DATE: 20180810
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: 181007713
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
06-30-2018
06-30-2018
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
08-10-2018
0
270
49862090
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
ACCELERON PHARMA INC
COM
00434H108
19512
402148
SH
SOLE
291420
0
110728
ACI WORLDWIDE INC
COM
004498101
54195
2196781
SH
SOLE
1592169
0
604612
ACTIVISION BLIZZARD INC
COM
00507V109
10692
140099
SH
SOLE
110031
0
30068
ADVANCE AUTO PARTS INC
COM
00751Y106
499186
3678602
SH
SOLE
3325310
0
353292
AGILENT TECHNOLOGIES INC
COM
00846U101
7141
115476
SH
SOLE
115476
0
0
AGILENT TECHNOLOGIES INC
OPTIONS
00846U101
2535
41000
SH
Call
SOLE
0
0
0
AIR LEASE CORP
CL A
00912X302
252984
6027741
SH
SOLE
5684237
0
343504
ALBEMARLE CORP
COM
012653101
129435
1372148
SH
SOLE
1307768
0
64380
ALEXION PHARMACEUTICALS INC
COM
015351109
136273
1097644
SH
SOLE
1044864
0
52780
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
412406
2222856
SH
SOLE
2034204
0
188652
ALIBABA GROUP HLDG LTD
OPTIONS
01609W102
2783
15000
SH
Put
SOLE
0
0
0
ALIGN TECHNOLOGY INC
COM
016255101
119074
348027
SH
SOLE
331937
0
16090
ALLEGHANY CORP DEL
COM
017175100
71903
125055
SH
SOLE
115379
0
9676
ALLERGAN PLC
SHS
G0177J108
60011
359953
SH
SOLE
359953
0
0
ALLSTATE CORP
COM
020002101
57339
628234
SH
SOLE
576146
0
52088
ALPHABET INC
CAP STK CL A
02079K305
734097
650109
SH
SOLE
585613
0
64496
ALPHABET INC
CAP STK CL C
02079K107
299520
268471
SH
SOLE
247062
0
21409
ALTERYX INC
COM CL A
02156B103
5653
148145
SH
SOLE
148145
0
0
AMAZON COM INC
COM
023135106
504664
296896
SH
SOLE
262640
0
34256
AMBARELLA INC
SHS
G037AX101
17501
453287
SH
SOLE
328365
0
124922
AMERCO
COM
023586100
146686
411865
SH
SOLE
377567
0
34298
AMERICAN EXPRESS CO
COM
025816109
485848
4957635
SH
SOLE
4481471
0
476164
AMERISOURCEBERGEN CORP
COM
03073E105
59386
696449
SH
SOLE
639181
0
57268
ANALOG DEVICES INC
COM
032654105
146381
1526072
SH
SOLE
1399402
0
126670
ANDEAVOR
COM
03349M105
167557
1277304
SH
SOLE
1171401
0
105903
ANTERO MIDSTREAM GP LP
COM SHS REPSTG
03675Y103
21245
1126433
SH
SOLE
816013
0
310420
ANTHEM INC
COM
036752103
425690
1788388
SH
SOLE
1628778
0
159610
AON PLC
SHS CL A
G0408V102
1249313
9107769
SH
SOLE
8358200
0
749569
APACHE CORP
COM
037411105
160667
3436720
SH
SOLE
3238952
0
197768
APPLE INC
COM
037833100
95080
513642
SH
SOLE
513642
0
0
APPLIED MATLS INC
COM
038222105
11400
246807
SH
SOLE
177176
0
69631
APTIV PLC
SHS
G6095L109
728974
7955631
SH
SOLE
7414470
0
541161
ARCH CAP GROUP LTD
ORD
G0450A105
1441109
54463667
SH
SOLE
51027752
0
3435915
ARROW ELECTRS INC
COM
042735100
125440
1666308
SH
SOLE
1527981
0
138327
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
5795
87111
SH
SOLE
63079
0
24032
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
459894
2323047
SH
SOLE
2139813
0
183234
ATLASSIAN CORP PLC
CL A
G06242104
641308
10257648
SH
SOLE
9320381
0
937267
AUTOMATIC DATA PROCESSING IN
COM
053015103
7763
57875
SH
SOLE
57875
0
0
AUTONATION INC
COM
05329W102
243666
5015761
SH
SOLE
4694590
0
321171
AXALTA COATING SYS LTD
COM
G0750C108
124057
4092929
SH
SOLE
3752115
0
340814
BAIDU INC
SPON ADR REP A
056752108
1449201
5963792
SH
SOLE
5596004
0
367788
BANK AMER CORP
COM
060505104
518313
18386415
SH
SOLE
16745875
0
1640540
BANK NEW YORK MELLON CORP
COM
064058100
737154
13668727
SH
SOLE
12353277
0
1315450
BENEFITFOCUS INC
COM
08180D106
39865
1186444
SH
SOLE
859965
0
326479
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
90874
486866
SH
SOLE
486866
0
0
BLACKBERRY LTD
COM
09228F103
310
32156
SH
SOLE
32156
0
0
BLACKLINE INC
COM
09239B109
49527
1140378
SH
SOLE
826567
0
313811
BLOCK H & R INC
COM
093671105
61830
2714242
SH
SOLE
2489407
0
224835
BOOKING HLDGS INC
COM
09857L108
222258
109644
SH
SOLE
99917
0
9727
BOSTON SCIENTIFIC CORP
COM
101137107
828378
25332660
SH
SOLE
23530734
0
1801926
BOTTOMLINE TECH DEL INC
COM
101388106
2023
40599
SH
SOLE
40599
0
0
BOX INC
CL A
10316T104
133058
5324465
SH
SOLE
4776500
0
547965
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
53267
519581
SH
SOLE
375890
0
143691
BROADCOM INC
COM
11135F101
290654
1197883
SH
SOLE
1091091
0
106792
BURLINGTON STORES INC
COM
122017106
38348
254751
SH
SOLE
184486
0
70265
BWX TECHNOLOGIES INC
COM
05605H100
238704
3830293
SH
SOLE
3446449
0
383844
CAE INC
COM
124765108
14456
695882
SH
SOLE
499264
0
196618
CALLON PETE CO DEL
COM
13123X102
20241
1884601
SH
SOLE
1365896
0
518705
CANADA GOOSE HOLDINGS INC
SHS SUB VTG
135086106
129452
2199702
SH
SOLE
1829332
0
370370
CANADIAN PAC RY LTD
COM
13645T100
609041
3327729
SH
SOLE
2879872
0
447857
CARDINAL HEALTH INC
COM
14149Y108
40595
831347
SH
SOLE
831347
0
0
CBS CORP NEW
CL B
124857202
206853
3679348
SH
SOLE
3473004
0
206344
CDK GLOBAL INC
COM
12508E101
2862
43999
SH
SOLE
43999
0
0
CELANESE CORP DEL
COM SER A
150870103
251428
2263891
SH
SOLE
2106223
0
157668
CHEGG INC
COM
163092109
41113
1479400
SH
SOLE
1071708
0
407692
CHUBB LIMITED
COM
H1467J104
49505
389744
SH
SOLE
389744
0
0
CIGNA CORPORATION
COM
125509109
108497
638406
SH
SOLE
608830
0
29576
CIMAREX ENERGY CO
COM
171798101
117748
1157343
SH
SOLE
1061344
0
95999
CINTAS CORP
COM
172908105
213613
1154229
SH
SOLE
1097920
0
56309
CISCO SYS INC
COM
17275R102
60353
1402579
SH
SOLE
1402579
0
0
CISION LTD
SHS
G1992S109
30572
2044931
SH
SOLE
1483373
0
561558
CITIGROUP INC
COM NEW
172967424
764202
11419629
SH
SOLE
10405719
0
1013910
CITIZENS FINL GROUP INC
COM
174610105
19901
511586
SH
SOLE
366263
0
145323
CME GROUP INC
COM CL A
12572Q105
22456
136995
SH
SOLE
115513
0
21482
COCA COLA EUROPEAN PARTNERS
SHS
G25839104
40378
993563
SH
SOLE
873607
0
119956
COGNEX CORP
COM
192422103
20620
462235
SH
SOLE
334983
0
127252
COHERENT INC
COM
192479103
76470
488877
SH
SOLE
447148
0
41729
COMCAST CORP NEW
CL A
20030N101
62904
1917229
SH
SOLE
1917229
0
0
CONCHO RES INC
COM
20605P101
270659
1956336
SH
SOLE
1865581
0
90755
COPA HOLDINGS SA
CL A
P31076105
24565
259622
SH
SOLE
259622
0
0
CREDICORP LTD
COM
G2519Y108
47854
212571
SH
SOLE
212571
0
0
CREE INC
COM
225447101
90949
2187858
SH
SOLE
1942844
0
245014
CTRIP COM INTL LTD
AMERICAN DEP SHS
22943F100
2333
48990
SH
SOLE
48990
0
0
CUBIC CORP
COM
229669106
21970
342216
SH
SOLE
266890
0
75326
CURTISS WRIGHT CORP
COM
231561101
40183
337617
SH
SOLE
263158
0
74459
DANAHER CORP DEL
COM
235851102
6520
66067
SH
SOLE
66067
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
195525
4301033
SH
SOLE
3913868
0
387165
DEVON ENERGY CORP NEW
COM
25179M103
269168
6123012
SH
SOLE
5748849
0
374163
DEXCOM INC
COM
252131107
63217
665583
SH
SOLE
481051
0
184532
DIAMONDBACK ENERGY INC
COM
25278X109
662
5035
SH
SOLE
5035
0
0
DISCOVER FINL SVCS
COM
254709108
15838
224939
SH
SOLE
213863
0
11076
DISH NETWORK CORP
NOTE 2.375% 3/1
25470MAD1
16908
19200000
PRN
SOLE
0
0
19200000
DONALDSON INC
COM
257651109
57851
1282156
SH
SOLE
929146
0
353010
DOWDUPONT INC
COM
26078J100
76817
1165310
SH
SOLE
1069292
0
96018
EDWARDS LIFESCIENCES CORP
COM
28176E108
259442
1782246
SH
SOLE
1697341
0
84905
ELECTRONIC ARTS INC
COM
285512109
7234
51295
SH
SOLE
51295
0
0
ELECTRONIC ARTS INC
OPTIONS
285512109
818
5800
SH
Put
SOLE
0
0
0
ELLIE MAE INC
COM
28849P100
47422
456684
SH
SOLE
331043
0
125641
ENEL AMERICAS S A
SPONSORED ADR
29274F104
25542
2899243
SH
SOLE
2082556
0
816687
EOG RES INC
COM
26875P101
47550
382146
SH
SOLE
382146
0
0
EQUITY COMWLTH
COM SH BEN INT
294628102
114341
3629882
SH
SOLE
3329163
0
300719
EXACT SCIENCES CORP
COM
30063P105
112377
1879525
SH
SOLE
1790329
0
89196
EXPEDIA GROUP INC
COM NEW
30212P303
654539
5445867
SH
SOLE
5033313
0
412554
FACEBOOK INC
CL A
30303M102
152580
785198
SH
SOLE
704805
0
80393
FEDEX CORP
COM
31428X106
282648
1244817
SH
SOLE
1120789
0
124028
FIDELITY NATL INFORMATION SV
COM
31620M106
30090
283784
SH
SOLE
203849
0
79935
FIFTH THIRD BANCORP
COM
316773100
151632
5283350
SH
SOLE
4844919
0
438431
FIRST REP BK SAN FRANCISCO C
COM
33616C100
253784
2622002
SH
SOLE
2492807
0
129195
FLEXION THERAPEUTICS INC
COM
33938J106
14057
543788
SH
SOLE
390242
0
153546
FLIR SYS INC
COM
302445101
109232
2101834
SH
SOLE
1994728
0
107106
FLOOR & DECOR HLDGS INC
CL A
339750101
28757
582944
SH
SOLE
422798
0
160146
FLUOR CORP NEW
COM
343412102
286135
5865827
SH
SOLE
5407367
0
458460
FORTIVE CORP
COM
34959J108
185524
2405962
SH
SOLE
2298779
0
107183
GARDNER DENVER HLDGS INC
COM
36555P107
272769
9281012
SH
SOLE
8446234
0
834778
GCI LIBERTY INC
COM CLASS A
36164V305
129791
2879137
SH
SOLE
2673548
0
205589
GCP APPLIED TECHNOLOGIES INC
COM
36164Y101
11124
384246
SH
SOLE
369864
0
14382
GENTEX CORP
COM
371901109
142690
6198542
SH
SOLE
5684057
0
514485
GLAUKOS CORP
COM
377322102
17323
426246
SH
SOLE
308459
0
117787
GLOBAL PMTS INC
COM
37940X102
552380
4954524
SH
SOLE
4727925
0
226599
GOLDMAN SACHS GROUP INC
COM
38141G104
52032
235899
SH
SOLE
235899
0
0
GRANA Y MONTERO S A A
SPONSORED ADR
38500P208
1452
460995
SH
SOLE
460995
0
0
GRUPO FINANCIERO GALICIA S A
SP ADR 10 SH B
399909100
55357
1678503
SH
SOLE
1678503
0
0
GRUPO SUPERVIELLE S A
SPONSORED ADR
40054A108
2019
190874
SH
SOLE
190874
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
361124
4067630
SH
SOLE
3626503
0
441127
HALOZYME THERAPEUTICS INC
COM
40637H109
28831
1709020
SH
SOLE
1238049
0
470971
HARRIS CORP DEL
COM
413875105
280287
1939167
SH
SOLE
1778391
0
160776
HARRIS CORP DEL
OPTIONS
413875105
8918
61700
SH
Call
SOLE
0
0
0
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
488668
4653090
SH
SOLE
4331064
0
322026
HEALTHEQUITY INC
COM
42226A107
40696
541885
SH
SOLE
392545
0
149340
HEICO CORP NEW
COM
422806109
35839
491419
SH
SOLE
382461
0
108958
HESS CORP
COM
42809H107
284170
4248313
SH
SOLE
3986041
0
262272
HEXCEL CORP NEW
COM
428291108
73920
1113592
SH
SOLE
1062169
0
51423
HORIZON PHARMA INVT LTD
NOTE 2.500% 3/1
44052TAB7
8427
8805000
PRN
SOLE
0
0
8805000
HUAZHU GROUP LTD
SPONSORED ADS
44332N106
29495
702418
SH
SOLE
702418
0
0
HUBSPOT INC
COM
443573100
122444
976430
SH
SOLE
848996
0
127434
IAC INTERACTIVECORP
COM
44919P508
181821
1192348
SH
SOLE
1093413
0
98935
ICICI BK LTD
ADR
45104G104
30986
3858822
SH
SOLE
3858822
0
0
IDEX CORP
COM
45167R104
19751
144717
SH
SOLE
104714
0
40003
IHS MARKIT LTD
SHS
G47567105
1584673
30716677
SH
SOLE
28281945
0
2434732
IMPERIAL OIL LTD
COM NEW
453038408
965326
29040420
SH
SOLE
27477051
0
1563369
INGEVITY CORP
COM
45688C107
19759
244356
SH
SOLE
177101
0
67255
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
142087
1931841
SH
SOLE
1666016
0
265825
INTERXION HOLDING N.V
SHS
N47279109
82441
1320748
SH
SOLE
1108911
0
211837
INVESCO QQQ TRUST SERIES 1
OPTIONS
46090E103
6351
37000
SH
Put
SOLE
0
0
0
INVESCO QQQ TRUST SERIES 1
OPTIONS
46090E103
3433
20000
SH
Put
SOLE
0
0
0
INVESCO QQQ TRUST SERIES 1
OPTIONS
46090E103
14934
87000
SH
Put
SOLE
0
0
0
IQIYI INC
SPONSORED ADS
46267X108
2249
69636
SH
SOLE
69636
0
0
ISHARES TR
INDIA 50 ETF
464289529
4111
116813
SH
SOLE
116813
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
175963
2771500
SH
SOLE
2608237
0
163263
JD COM INC
SPON ADR CL A
47215P106
237708
6102906
SH
SOLE
5560041
0
542865
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
61110
687407
SH
SOLE
497189
0
190218
JOHNSON & JOHNSON
COM
478160104
291592
2403101
SH
SOLE
2172579
0
230522
KELLOGG CO
COM
487836108
65600
938880
SH
SOLE
895393
0
43487
KIRBY CORP
COM
497266106
134479
1608596
SH
SOLE
1474322
0
134274
KROGER CO
COM
501044101
173362
6093579
SH
SOLE
5587349
0
506230
L3 TECHNOLOGIES INC
COM
502413107
2861
14875
SH
SOLE
14875
0
0
LAM RESEARCH CORP
COM
512807108
147617
854017
SH
SOLE
812385
0
41632
LAMB WESTON HLDGS INC
COM
513272104
42497
620297
SH
SOLE
466451
0
153846
LIBERTY EXPEDIA HOLDINGS
SER A COM
53046P109
95923
2183038
SH
SOLE
2052435
0
130603
LKQ CORP
COM
501889208
591395
18539025
SH
SOLE
17200464
0
1338561
LOEWS CORP
COM
540424108
85169
1764071
SH
SOLE
1617916
0
146155
LOWES COS INC
COM
548661107
206665
2162450
SH
SOLE
1969025
0
193425
LULULEMON ATHLETICA INC
COM
550021109
130068
1041792
SH
SOLE
993465
0
48327
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
57729
525524
SH
SOLE
525524
0
0
M & T BK CORP
COM
55261F104
133305
783458
SH
SOLE
718430
0
65028
MARKETAXESS HLDGS INC
COM
57060D108
54723
276574
SH
SOLE
263734
0
12840
MARSH & MCLENNAN COS INC
COM
571748102
644302
7860217
SH
SOLE
7103335
0
756882
MASTERCARD INCORPORATED
CL A
57636Q104
41106
209172
SH
SOLE
149976
0
59196
MAXIM INTEGRATED PRODS INC
COM
57772K101
163780
2792024
SH
SOLE
2663369
0
128655
MEDTRONIC PLC
SHS
G5960L103
2007035
23443933
SH
SOLE
21574307
0
1869626
MERCADOLIBRE INC
COM
58733R102
87434
292491
SH
SOLE
279468
0
13023
MICROCHIP TECHNOLOGY INC
COM
595017104
96187
1057578
SH
SOLE
1006626
0
50952
MICROSOFT CORP
COM
594918104
183962
1865549
SH
SOLE
1693310
0
172239
MOMO INC
ADR
60879B107
9065
208387
SH
SOLE
149883
0
58504
MONOLITHIC PWR SYS INC
COM
609839105
25970
194287
SH
SOLE
140797
0
53490
MONSTER BEVERAGE CORP NEW
COM
61174X109
141623
2471604
SH
SOLE
2350871
0
120733
MOTOROLA SOLUTIONS INC
COM NEW
620076307
237929
2044591
SH
SOLE
1945417
0
99174
MRC GLOBAL INC
COM
55345K103
21725
1002522
SH
SOLE
725458
0
277064
NEOGENOMICS INC
COM NEW
64049M209
28515
2175072
SH
SOLE
1572285
0
602787
NETEASE INC
SPONSORED ADR
64110W102
283299
1121223
SH
SOLE
984568
0
136655
NEUROCRINE BIOSCIENCES INC
COM
64125C109
184460
1877645
SH
SOLE
1687079
0
190566
NEVRO CORP
COM
64157F103
47666
596939
SH
SOLE
431114
0
165825
NEW YORK TIMES CO
CL A
650111107
120150
4638999
SH
SOLE
4195260
0
443739
NEWS CORP NEW
CL A
65249B109
153439
9899296
SH
SOLE
9264057
0
635239
NOAH HLDGS LTD
SPON ADS CL A
65487X102
3304
63365
SH
SOLE
63365
0
0
NOBLE ENERGY INC
COM
655044105
626950
17770684
SH
SOLE
16361601
0
1409083
NORTHROP GRUMMAN CORP
COM
666807102
7122
23146
SH
SOLE
23146
0
0
NORTHROP GRUMMAN CORP
OPTIONS
666807102
4154
13500
SH
Call
SOLE
0
0
0
NOVANTA INC
COM
67000B104
48008
770587
SH
SOLE
561009
0
209578
NUTRIEN LTD
COM
67077M108
196494
3613342
SH
SOLE
3442720
0
170622
OAKTREE CAP GROUP LLC
UNIT CL A
674001201
51713
1272150
SH
SOLE
1272150
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
68221
815262
SH
SOLE
815262
0
0
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
54392
750234
SH
SOLE
545659
0
204575
OMNICOM GROUP INC
COM
681919106
132147
1732619
SH
SOLE
1587786
0
144833
ORACLE CORP
COM
68389X105
690037
15661304
SH
SOLE
14304117
0
1357187
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
229190
8259082
SH
SOLE
7748201
0
510881
PAMPA ENERGIA S A
SPONS ADR LVL I
697660207
1383
38653
SH
SOLE
38653
0
0
PAYLOCITY HLDG CORP
COM
70438V106
12850
218310
SH
SOLE
158204
0
60106
PAYPAL HLDGS INC
COM
70450Y103
27289
327715
SH
SOLE
235996
0
91719
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
71654V101
724
81852
SH
SOLE
81852
0
0
PETROLEO BRASILEIRO SA PETRO
SPONSORED ADR
71654V408
369954
36884773
SH
SOLE
32085977
0
4798796
PIONEER NAT RES CO
COM
723787107
447298
2363653
SH
SOLE
2152127
0
211526
POLARIS INDS INC
COM
731068102
59150
484122
SH
SOLE
461733
0
22389
PROGRESSIVE CORP OHIO
COM
743315103
1061511
17946090
SH
SOLE
16607375
0
1338715
PROOFPOINT INC
COM
743424103
321099
2784659
SH
SOLE
2474112
0
310547
PTC INC
COM
69370C100
29982
319608
SH
SOLE
229631
0
89977
Q2 HLDGS INC
COM
74736L109
112477
1971546
SH
SOLE
1426865
0
544681
QUALCOMM INC
COM
747525103
619113
11031956
SH
SOLE
9970627
0
1061329
QURATE RETAIL INC
COM SER A
74915M100
194682
9174462
SH
SOLE
8626454
0
548008
RADIUS HEALTH INC
COM NEW
750469207
6763
229497
SH
SOLE
166476
0
63021
RAYTHEON CO
COM NEW
755111507
45755
236853
SH
SOLE
178158
0
58695
ROCKWELL COLLINS INC
COM
774341101
71279
529245
SH
SOLE
485392
0
43853
ROGERS CORP
COM
775133101
25491
228701
SH
SOLE
165666
0
63035
ROPER TECHNOLOGIES INC
COM
776696106
250169
906704
SH
SOLE
862204
0
44500
RSP PERMIAN INC
COM
74978Q105
11950
271465
SH
SOLE
196939
0
74526
RYDER SYS INC
COM
783549108
123589
1719863
SH
SOLE
1577341
0
142522
S&P GLOBAL INC
COM
78409V104
486990
2388495
SH
SOLE
2211897
0
176598
SALESFORCE COM INC
COM
79466L302
302621
2218629
SH
SOLE
2028119
0
190510
SALESFORCE COM INC
OPTIONS
79466L302
3887
28500
SH
Put
SOLE
0
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
47731
280460
SH
SOLE
280460
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
18449
219710
SH
SOLE
159117
0
60593
SMITH A O
COM
831865209
96872
1637742
SH
SOLE
1553149
0
84593
SPDR S&P500 ETF TRUST
OPTIONS
78462F103
8817
32500
SH
Put
SOLE
0
0
0
SPLUNK INC
COM
848637104
4150
41873
SH
SOLE
41873
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
5463
32472
SH
SOLE
32472
0
0
STANLEY BLACK & DECKER INC
COM
854502101
171515
1291435
SH
SOLE
1229541
0
61894
STARBUCKS CORP
COM
855244109
52270
1070004
SH
SOLE
1070004
0
0
STATE STR CORP
COM
857477103
501678
5389168
SH
SOLE
4908706
0
480462
STORE CAP CORP
COM
862121100
45797
1671420
SH
SOLE
1530705
0
140715
SVB FINL GROUP
COM
78486Q101
234552
812272
SH
SOLE
750976
0
61296
SYNCHRONY FINL
COM
87165B103
65849
1972716
SH
SOLE
1972716
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
397029
4061682
SH
SOLE
3726464
0
335218
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
56027
1532454
SH
SOLE
1532454
0
0
TAKE-TWO INTERACTIVE SOFTWARE
COM
874054109
134331
1134939
SH
SOLE
1079986
0
54953
TAKE-TWO INTERACTIVE SOFTWARE
OPTIONS
874054109
840
7100
SH
Put
SOLE
0
0
0
TAL ED GROUP
SPONSORED ADS
874080104
29082
790273
SH
SOLE
790273
0
0
TD AMERITRADE HLDG CORP
COM
87236Y108
262590
4794421
SH
SOLE
4572141
0
222280
TE CONNECTIVITY LTD
REG SHS
H84989104
556696
6181386
SH
SOLE
5963758
0
217628
TELADOC INC
COM
87918A105
8998
155000
SH
SOLE
112856
0
42144
TELEDYNE TECHNOLOGIES INC
COM
879360105
92052
462431
SH
SOLE
362354
0
100077
TELEFONICA BRASIL SA
SPONSORED ADR
87936R106
1097001
92417978
SH
SOLE
86320493
0
6097485
THERMO FISHER SCIENTIFIC INC
COM
883556102
4566
22044
SH
SOLE
22044
0
0
TIFFANY & CO NEW
COM
886547108
58797
446784
SH
SOLE
426078
0
20706
TORCHMARK CORP
COM
891027104
149715
1839028
SH
SOLE
1686404
0
152624
TRANSUNION
COM
89400J107
236268
3297996
SH
SOLE
3139726
0
158270
TRIPADVISOR INC
COM
896945201
117149
2102830
SH
SOLE
1928492
0
174338
TWITTER INC
COM
90184L102
101153
2316304
SH
SOLE
2209219
0
107085
TYLER TECHNOLOGIES INC
COM
902252105
62455
281200
SH
SOLE
203358
0
77842
UNDER ARMOUR INC
CL A
904311107
29009
1290454
SH
SOLE
1230485
0
59969
UNITED TECHNOLOGIES CORP
COM
913017109
291687
2332933
SH
SOLE
2156924
0
176009
VEEVA SYS INC
CL A COM
922475108
395812
5149777
SH
SOLE
4630092
0
519685
VERISK ANALYTICS INC
COM
92345Y106
5874
54567
SH
SOLE
54567
0
0
VIEWRAY INC
COM
92672L107
6852
990183
SH
SOLE
886429
0
103754
VIRTU FINL INC
CL A
928254101
35698
1344547
SH
SOLE
974415
0
370132
VISA INC
COM CL A
92826C839
1097468
8285906
SH
SOLE
7585195
0
700711
VISTEON CORP
COM NEW
92839U206
82219
636173
SH
SOLE
461757
0
174416
VULCAN MATLS CO
COM
929160109
136067
1054296
SH
SOLE
1002646
0
51650
WABCO HLDGS INC
COM
92927K102
213195
1821868
SH
SOLE
1602486
0
219382
WABTEC CORP
COM
929740108
199926
2028063
SH
SOLE
1930782
0
97281
WAYFAIR INC
CL A
94419L101
147382
1241004
SH
SOLE
1181469
0
59535
WEBSTER FINL CORP CONN
COM
947890109
80451
1262960
SH
SOLE
921365
0
341595
WEIBO CORP
SPONSORED ADR
948596101
109350
1231969
SH
SOLE
1081548
0
150421
WELLS FARGO CO NEW
COM
949746101
68918
1243103
SH
SOLE
1243103
0
0
WEST PHARMACEUTICAL SVSC INC
COM
955306105
116495
1173281
SH
SOLE
1114414
0
58867
WORLD FUEL SVCS CORP
COM
981475106
29419
1441417
SH
SOLE
1322426
0
118991
WORLDPAY INC
CL A
981558109
203506
2488456
SH
SOLE
2370078
0
118378
YANDEX N V
SHS CLASS A
N97284108
92192
2568015
SH
SOLE
2466830
0
101185
YUM CHINA HLDGS INC
COM
98850P109
46054
1197462
SH
SOLE
1197462
0
0
ZUORA INC
COM CL A
98983V106
8325
306072
SH
SOLE
221873
0
84199
ZYNGA INC
CL A
98986T108
161560
39695436
SH
SOLE
35776573
0
3918863