0001172661-13-000863.txt : 20130515
0001172661-13-000863.hdr.sgml : 20130515
20130515100458
ACCESSION NUMBER: 0001172661-13-000863
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130515
DATE AS OF CHANGE: 20130515
EFFECTIVENESS DATE: 20130515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: RAINIER INVESTMENT MANAGEMENT INC/
CENTRAL INDEX KEY: 0000947772
IRS NUMBER: 911457076
STATE OF INCORPORATION: WA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05014
FILM NUMBER: 13844235
BUSINESS ADDRESS:
STREET 1: TWO UNION SQUARE
STREET 2: 601 UNION ST #2801
CITY: SEATTLE
STATE: WA
ZIP: 98101
BUSINESS PHONE: 206-464-0400
MAIL ADDRESS:
STREET 1: TWO UNION SQUARE
STREET 2: 601 UNION ST #2801
CITY: SEATTLE
STATE: WA
ZIP: 98101
13F-HR
1
Rainier1q13.txt
FORM 13F HOLDINGS REPORT
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Rainier Investment Management, Inc.
Address: 601 Union Street
Suite 2901
Seattle, WA 98101
13F File Number: 028-05014
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Katherine Stephens
Title: Compliance Supervisor
Phone: 800-536-4640
Signature, Place, and Date of Signing:
/s/ Katherine Stephens Seattle, WA/USA May 15, 2013
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 233
Form 13F Information Table Value Total: $11,845,591 (thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional managers with respect to which this report is filed, other
than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 126915 1670610 SH SOLE 1529000 0 141610
ACI WORLDWIDE INC COM 004498101 25187 515470 SH SOLE 476730 0 38740
ACTAVIS INC COM 00507K103 114235 1240170 SH SOLE 1146300 0 93870
AEGERION PHARMACEUTICALS INC COM 00767E102 2138 53010 SH SOLE 47530 0 5480
AFFILIATED MANAGERS GROUP COM 008252108 50983 331990 SH SOLE 311250 0 20740
AIR LEASE CORP CL A 00912X302 28203 961950 SH SOLE 899450 0 62500
AIRGAS INC COM 009363102 69676 702680 SH SOLE 650190 0 52490
AKAMAI TECHNOLOGIES INC COM 00971T101 43053 1220000 SH SOLE 1146360 0 73640
ALASKA AIR GROUP INC COM 011659109 36171 565530 SH SOLE 530700 0 34830
ALLEGIANT TRAVEL CO COM 01748X102 15055 169610 SH SOLE 155990 0 13620
ALLERGAN INC COM 018490102 114973 1029915 SH SOLE 942035 0 87880
ALLETE INC COM NEW 018522300 28726 586020 SH SOLE 540400 0 45620
ALLSTATE CORP COM 020002101 7427 151350 SH SOLE 134590 0 16760
AMAZON COM INC COM 023135106 100529 377226 SH SOLE 349275 0 27951
AMC NETWORKS INC CL A 00164V103 62903 995570 SH SOLE 928360 0 67210
AMERICAN CAMPUS CMNTYS INC COM 024835100 10095 222620 SH SOLE 208640 0 13980
AMERICAN TOWER CORP NEW COM 03027X100 84721 1101414 SH SOLE 1000452 0 100962
AMETEK INC NEW COM 031100100 101797 2347779 SH SOLE 2167556 0 180223
ANADARKO PETE CORP COM 032511107 73079 835640 SH SOLE 759010 0 76630
ANGIES LIST INC COM 034754101 29192 1477270 SH SOLE 1361650 0 115620
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 121606 1221570 SH SOLE 1105680 0 115890
APPLE INC COM 037833100 193761 437747 SH SOLE 401380 0 36367
AQUA AMERICA INC COM 03836W103 4289 136420 SH SOLE 133310 0 3110
ARCTIC CAT INC COM 039670104 13829 316460 SH SOLE 293930 0 22530
ARIAD PHARMACEUTICALS INC COM 04033A100 37561 2076360 SH SOLE 1954090 0 122270
ARUBA NETWORKS INC COM 043176106 873 35300 SH SOLE 35300 0 0
AUTODESK INC COM 052769106 52486 1272640 SH SOLE 1196380 0 76260
AVAGO TECHNOLOGIES LTD SHS Y0486S104 12360 344150 SH SOLE 317950 0 26200
B/E AEROSPACE INC COM 073302101 97179 1611860 SH SOLE 1497450 0 114410
BANCORP INC DEL COM 05969A105 1974 142510 SH SOLE 142510 0 0
BANNER CORP COM NEW 06652V208 17472 548850 SH SOLE 507020 0 41830
BEAM INC COM 073730103 10216 160770 SH SOLE 152200 0 8570
BIOMARIN PHARMACEUTICAL INC COM 09061G101 58394 937880 SH SOLE 873930 0 63950
BIO-REFERENCE LABS INC COM $.01 NEW 09057G602 16836 647980 SH SOLE 592900 0 55080
BONANZA CREEK ENERGY INC COM 097793103 31030 802430 SH SOLE 743600 0 58830
BROWN & BROWN INC COM 115236101 33027 1030840 SH SOLE 968060 0 62780
CADENCE DESIGN SYSTEM INC COM 127387108 30878 2216660 SH SOLE 2083690 0 132970
CAMERON INTERNATIONAL CORP COM 13342B105 72978 1119360 SH SOLE 1027640 0 91720
CARPENTER TECHNOLOGY CORP COM 144285103 42785 868040 SH SOLE 810510 0 57530
CARRIZO OIL & GAS INC COM 144577103 43736 1697190 SH SOLE 1564280 0 132910
CATAMARAN CORP COM 148887102 86891 1638560 SH SOLE 1523080 0 115480
CAVIUM INC COM 14964U108 47314 1219180 SH SOLE 1126560 0 92620
CBRE GROUP INC CL A 12504L109 21211 840000 SH SOLE 788900 0 51100
CBS CORP NEW CL B 124857202 105103 2251040 SH SOLE 2058220 0 192820
CELGENE CORP COM 151020104 100469 866800 SH SOLE 791265 0 75535
CHEESECAKE FACTORY INC COM 163072101 30889 800040 SH SOLE 737180 0 62860
CHEVRON CORP NEW COM 166764100 37008 311468 SH SOLE 278433 0 33035
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 33912 546130 SH SOLE 512120 0 34010
CHUBB CORP COM 171232101 6601 75400 SH SOLE 73680 0 1720
CHURCH & DWIGHT INC COM 171340102 87950 1360880 SH SOLE 1253120 0 107760
CIT GROUP INC COM NEW 125581801 45733 1051760 SH SOLE 993100 0 58660
CITIGROUP INC COM NEW 172967424 74883 1692620 SH SOLE 1514780 0 177840
CITRIX SYS INC COM 177376100 65798 911857 SH SOLE 841810 0 70047
COLUMBIA BKG SYS INC COM 197236102 30572 1390970 SH SOLE 1277100 0 113870
COMCAST CORP NEW CL A 20030N101 150215 3575720 SH SOLE 3263890 0 311830
COMMVAULT SYSTEMS INC COM 204166102 25246 307950 SH SOLE 287050 0 20900
CONTINENTAL RESOURCES INC COM 212015101 61511 707590 SH SOLE 659800 0 47790
COOPER COS INC COM NEW 216648402 61822 573020 SH SOLE 528880 0 44140
COSTCO WHSL CORP NEW COM 22160K105 107138 1009732 SH SOLE 920840 0 88892
CROWN CASTLE INTL CORP COM 228227104 88799 1275140 SH SOLE 1174160 0 100980
CUBIST PHARMACEUTICALS INC COM 229678107 27494 587200 SH SOLE 546900 0 40300
CUMMINS INC COM 231021106 120780 1042930 SH SOLE 961600 0 81330
CVS CAREMARK CORPORATION COM 126650100 91293 1660210 SH SOLE 1513990 0 146220
DAVITA HEALTHCARE PARTNERS I COM 23918K108 32851 277000 SH SOLE 260510 0 16490
DELTA AIR LINES INC DEL COM NEW 247361702 37945 2298420 SH SOLE 2155450 0 142970
DEMANDWARE INC COM 24802Y105 2592 102250 SH SOLE 91890 0 10360
DIAGEO P L C SPON ADR NEW 25243Q205 86454 687020 SH SOLE 622080 0 64940
DILLARDS INC CL A 254067101 28100 357710 SH SOLE 334800 0 22910
DISCOVER FINL SVCS COM 254709108 13244 295370 SH SOLE 288600 0 6770
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 68578 871000 SH SOLE 817040 0 53960
DISNEY WALT CO COM DISNEY 254687106 135080 2378120 SH SOLE 2166850 0 211270
DRIL-QUIP INC COM 262037104 1251 14340 SH SOLE 14340 0 0
DUNKIN BRANDS GROUP INC COM 265504100 36518 990220 SH SOLE 928610 0 61610
E M C CORP MASS COM 268648102 89885 3762726 SH SOLE 3431005 0 331721
EATON CORP PLC SHS G29183103 106059 1731570 SH SOLE 1594390 0 137180
EBAY INC COM 278642103 71167 1312620 SH SOLE 1197790 0 114830
ECOLAB INC COM 278865100 85751 1069480 SH SOLE 985880 0 83600
ELIZABETH ARDEN INC COM 28660G106 9060 225120 SH SOLE 209880 0 15240
ENDOCYTE INC COM 29269A102 352 28310 SH SOLE 28310 0 0
ENERGIZER HLDGS INC COM 29266R108 5696 57100 SH SOLE 55800 0 1300
ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 4519 166004 SH SOLE 156874 0 9130
ENSCO PLC SHS CLASS A G3157S106 33970 566170 SH SOLE 516140 0 50030
EOG RES INC COM 26875P101 32602 254530 SH SOLE 227460 0 27070
EQUINIX INC COM NEW 29444U502 26199 121120 SH SOLE 113960 0 7160
EURONET WORLDWIDE INC COM 298736109 37921 1439660 SH SOLE 1321250 0 118410
EVERCORE PARTNERS INC CLASS A 29977A105 51755 1244090 SH SOLE 1142690 0 101400
EXPEDIA INC DEL COM NEW 30212P303 32887 548010 SH SOLE 519990 0 28020
EXPRESS SCRIPTS HLDG CO COM 30219G108 22357 387800 SH SOLE 346680 0 41120
FABRINET SHS G3323L100 15097 1033310 SH SOLE 960780 0 72530
FACEBOOK INC CL A 30303M102 42127 1646870 SH SOLE 1525240 0 121630
FIRST REP BK SAN FRANCISCO C COM 33616C100 30856 799020 SH SOLE 755040 0 43980
FLEETCOR TECHNOLOGIES INC COM 339041105 46081 601070 SH SOLE 561740 0 39330
FLOWERS FOODS INC COM 343498101 35115 1066050 SH SOLE 1000110 0 65940
FOOT LOCKER INC COM 344849104 38730 1131120 SH SOLE 1060550 0 70570
FORTINET INC COM 34959E109 50660 2139380 SH SOLE 2006880 0 132500
FORTUNE BRANDS HOME & SEC IN COM 34964C106 107684 2877000 SH SOLE 2676090 0 200910
FREEPORT-MCMORAN COPPER & GO COM 35671D857 66541 2010310 SH SOLE 1826660 0 183650
GENERAL ELECTRIC CO COM 369604103 70907 3067010 SH SOLE 2741460 0 325550
GENESEE & WYO INC CL A 371559105 35414 380350 SH SOLE 352650 0 27700
GILEAD SCIENCES INC COM 375558103 155728 3182730 SH SOLE 2909840 0 272890
GNC HLDGS INC COM CL A 36191G107 40452 1029890 SH SOLE 966880 0 63010
GOLDMAN SACHS GROUP INC COM 38141G104 99197 674100 SH SOLE 614720 0 59380
GOOGLE INC CL A 38259P508 246287 310170 SH SOLE 283505 0 26665
GREAT LAKES DREDGE & DOCK CO COM 390607109 8177 1215000 SH SOLE 1119850 0 95150
GREENHILL & CO INC COM 395259104 14645 274350 SH SOLE 253140 0 21210
GUESS INC COM 401617105 16008 644580 SH SOLE 597470 0 47110
GUIDEWIRE SOFTWARE INC COM 40171V100 1983 51600 SH SOLE 45920 0 5680
GULFPORT ENERGY CORP COM NEW 402635304 51007 1112940 SH SOLE 1039410 0 73530
HAIN CELESTIAL GROUP INC COM 405217100 25280 413900 SH SOLE 387300 0 26600
HARMAN INTL INDS INC COM 413086109 21955 491960 SH SOLE 460970 0 30990
HARTFORD FINL SVCS GROUP INC COM 416515104 30036 1164230 SH SOLE 1039850 0 124380
HEALTHCARE SVCS GRP INC COM 421906108 24757 965930 SH SOLE 897310 0 68620
HERTZ GLOBAL HOLDINGS INC COM 42805T105 86956 3906310 SH SOLE 3624300 0 282010
HOLOGIC INC COM 436440101 26519 1173400 SH SOLE 1104260 0 69140
HOME DEPOT INC COM 437076102 111819 1602440 SH SOLE 1460150 0 142290
HONEYWELL INTL INC COM 438516106 107113 1421580 SH SOLE 1295030 0 126550
HORNBECK OFFSHORE SVCS INC N COM 440543106 28249 607980 SH SOLE 555700 0 52280
ILLUMINA INC COM 452327109 99845 1849010 SH SOLE 1727550 0 121460
IMAX CORP COM 45245E109 34659 1296650 SH SOLE 1198610 0 98040
INCYTE CORP COM 45337C102 20850 890630 SH SOLE 823090 0 67540
INTERCONTINENTALEXCHANGE INC COM 45865V100 99735 611610 SH SOLE 562480 0 49130
INTUIT COM 461202103 79075 1204509 SH SOLE 1109050 0 95459
INTUITIVE SURGICAL INC COM NEW 46120E602 63294 128850 SH SOLE 118740 0 10110
INVESCO LTD SHS G491BT108 102771 3548620 SH SOLE 3274930 0 273690
IPG PHOTONICS CORP COM 44980X109 30451 458570 SH SOLE 431440 0 27130
ITC HLDGS CORP COM 465685105 67629 757635 SH SOLE 696480 0 61155
IXIA COM 45071R109 29524 1364350 SH SOLE 1254540 0 109810
JDS UNIPHASE CORP COM PAR $0.001 46612J507 21334 1595500 SH SOLE 1508000 0 87500
JONES LANG LASALLE INC COM 48020Q107 95777 963450 SH SOLE 902400 0 61050
JPMORGAN CHASE & CO COM 46625H100 54482 1147950 SH SOLE 1025935 0 122015
KANSAS CITY SOUTHERN COM NEW 485170302 78192 705080 SH SOLE 661210 0 43870
KRAFT FOODS GROUP INC COM 50076Q106 6981 135460 SH SOLE 135460 0 0
KRISPY KREME DOUGHNUTS INC COM 501014104 23528 1629380 SH SOLE 1511710 0 117670
LA Z BOY INC COM 505336107 29210 1548040 SH SOLE 1433980 0 114060
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 39524 1557180 SH SOLE 1444120 0 113060
LAUDER ESTEE COS INC CL A 518439104 99433 1552850 SH SOLE 1420410 0 132440
LIBERTY GLOBAL INC COM SER A 530555101 32688 445380 SH SOLE 405920 0 39460
LINKEDIN CORP COM CL A 53578A108 14857 84380 SH SOLE 82450 0 1930
LIONS GATE ENTMNT CORP COM NEW 535919203 32136 1351950 SH SOLE 1261700 0 90250
LSI CORPORATION COM 502161102 48472 7149070 SH SOLE 6713290 0 435780
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 75247 1188930 SH SOLE 1081700 0 107230
MACYS INC COM 55616P104 11427 273120 SH SOLE 267210 0 5910
MAGNUM HUNTER RES CORP DEL COM 55973B102 5884 1466690 SH SOLE 1353210 0 113480
MASTERCARD INC CL A 57636Q104 110494 204190 SH SOLE 186900 0 17290
MAXIM INTEGRATED PRODS INC COM 57772K101 51191 1567830 SH SOLE 1484370 0 83460
MEDIVATION INC COM 58501N101 21976 469880 SH SOLE 438760 0 31120
MICHAEL KORS HLDGS LTD SHS G60754101 78445 1381390 SH SOLE 1288620 0 92770
MOHAWK INDS INC COM 608190104 49174 434740 SH SOLE 407480 0 27260
MONDELEZ INTL INC CL A 609207105 36734 1200040 SH SOLE 1099740 0 100300
MONSANTO CO NEW COM 61166W101 117785 1115070 SH SOLE 1016570 0 98500
NCR CORP NEW COM 62886E108 47921 1738690 SH SOLE 1627850 0 110840
NICE SYS LTD SPONSORED ADR 653656108 17134 465300 SH SOLE 429540 0 35760
NIKE INC CL B 654106103 93053 1576860 SH SOLE 1438140 0 138720
NOBLE ENERGY INC COM 655044105 57873 500360 SH SOLE 467550 0 32810
NORDSTROM INC COM 655664100 109485 1982380 SH SOLE 1834380 0 148000
NOVO-NORDISK A S ADR 670100205 98199 608030 SH SOLE 556550 0 51480
NU SKIN ENTERPRISES INC CL A 67018T105 31872 721050 SH SOLE 677010 0 44040
OASIS PETE INC NEW COM 674215108 76212 2001910 SH SOLE 1866390 0 135520
OCEANEERING INTL INC COM 675232102 60497 910980 SH SOLE 856170 0 54810
OCWEN FINL CORP COM NEW 675746309 74899 1975130 SH SOLE 1850310 0 124820
ONYX PHARMACEUTICALS INC COM 683399109 1280 14400 SH SOLE 14400 0 0
PACKAGING CORP AMER COM 695156109 35086 781930 SH SOLE 731410 0 50520
PALO ALTO NETWORKS INC COM 697435105 1257 22200 SH SOLE 22200 0 0
PDC ENERGY INC COM 69327R101 24064 485410 SH SOLE 446500 0 38910
PERKINELMER INC COM 714046109 36456 1083720 SH SOLE 1019200 0 64520
PERRIGO CO COM 714290103 57962 488190 SH SOLE 460130 0 28060
PHILIP MORRIS INTL INC COM 718172109 47338 510570 SH SOLE 451750 0 58820
PIER 1 IMPORTS INC COM 720279108 27303 1187260 SH SOLE 1102710 0 84550
PILGRIMS PRIDE CORP NEW COM 72147K108 21801 2372710 SH SOLE 2187070 0 185640
PINNACLE FINL PARTNERS INC COM 72346Q104 24339 1041860 SH SOLE 966480 0 75380
PIPER JAFFRAY COS COM 724078100 14646 426860 SH SOLE 393360 0 33500
POOL CORPORATION COM 73278L105 4853 101110 SH SOLE 99230 0 1880
POTLATCH CORP NEW COM 737630103 53331 1162880 SH SOLE 1074570 0 88310
PRAXAIR INC COM 74005P104 28695 257260 SH SOLE 238190 0 19070
PRECISION CASTPARTS CORP COM 740189105 136769 721291 SH SOLE 662005 0 59286
PRESTIGE BRANDS HLDGS INC COM 74112D101 15201 591760 SH SOLE 546470 0 45290
PRICE T ROWE GROUP INC COM 74144T108 62582 835890 SH SOLE 783130 0 52760
PRICELINE COM INC COM NEW 741503403 67942 98759 SH SOLE 90150 0 8609
PULTE GROUP INC COM 745867101 34824 1720550 SH SOLE 1613880 0 106670
QUALCOMM INC COM 747525103 128877 1924969 SH SOLE 1763675 0 161294
QUANTA SVCS INC COM 74762E102 74015 2589750 SH SOLE 2428770 0 160980
RADIAN GROUP INC COM 750236101 25217 2354710 SH SOLE 2176870 0 177840
RALPH LAUREN CORP CL A 751212101 81967 484130 SH SOLE 441550 0 42580
RAYMOND JAMES FINANCIAL INC COM 754730109 111757 2424290 SH SOLE 2251840 0 172450
RED HAT INC COM 756577102 80831 1598640 SH SOLE 1479320 0 119320
ROCK-TENN CO CL A 772739207 28072 302530 SH SOLE 284900 0 17630
ROCKWELL AUTOMATION INC COM 773903109 32086 371590 SH SOLE 348970 0 22620
RYMAN HOSPITALITY PPTYS INC COM 78377T107 40312 881160 SH SOLE 817550 0 63610
SAFEWAY INC COM NEW 786514208 27547 1045390 SH SOLE 984280 0 61110
SALESFORCE COM INC COM 79466L302 53308 298090 SH SOLE 275860 0 22230
SALIX PHARMACEUTICALS INC COM 795435106 36121 705810 SH SOLE 660580 0 45230
SAP AG SPON ADR 803054204 86794 1077590 SH SOLE 984140 0 93450
SBA COMMUNICATIONS CORP COM 78388J106 51718 718080 SH SOLE 674080 0 44000
SCHLUMBERGER LTD COM 806857108 86977 1161392 SH SOLE 1062750 0 98642
SEATTLE GENETICS INC COM 812578102 21123 594820 SH SOLE 545650 0 49170
SHIRE PLC SPONSORED ADR 82481R106 49306 539689 SH SOLE 496666 0 43023
SHUTTERFLY INC COM 82568P304 1445 32710 SH SOLE 32710 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 40937 555200 SH SOLE 521080 0 34120
SMITH A O COM 831865209 37973 516140 SH SOLE 479320 0 36820
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 44717 900880 SH SOLE 829230 0 71650
SOLARWINDS INC COM 83416B109 7198 121790 SH SOLE 119350 0 2440
SOTHEBYS COM 835898107 37626 1005830 SH SOLE 946460 0 59370
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 39406 618310 SH SOLE 563460 0 54850
STEELCASE INC CL A 858155203 14592 990650 SH SOLE 919950 0 70700
STERICYCLE INC COM 858912108 30842 290450 SH SOLE 272630 0 17820
STILLWATER MNG CO COM 86074Q102 33971 2627320 SH SOLE 2429040 0 198280
STRATEGIC HOTELS & RESORTS I COM 86272T106 22113 2647960 SH SOLE 2459310 0 188650
SUNTRUST BKS INC COM 867914103 20769 720920 SH SOLE 644370 0 76550
TARGET CORP COM 87612E106 48667 711000 SH SOLE 635480 0 75520
TERADATA CORP DEL COM 88076W103 61826 1056670 SH SOLE 976010 0 80660
TEREX CORP NEW COM 880779103 47795 1388620 SH SOLE 1293010 0 95610
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 34187 845110 SH SOLE 777200 0 67910
TRACTOR SUPPLY CO COM 892356106 42642 409520 SH SOLE 384300 0 25220
TRIMBLE NAVIGATION LTD COM 896239100 105178 3510656 SH SOLE 3254326 0 256330
TRIPADVISOR INC COM 896945201 19913 379100 SH SOLE 351750 0 27350
TRIUMPH GROUP INC NEW COM 896818101 48855 622380 SH SOLE 582130 0 40250
ULTA SALON COSMETCS & FRAG I COM 90384S303 16290 200680 SH SOLE 194420 0 6260
UNDER ARMOUR INC CL A 904311107 31791 620880 SH SOLE 584140 0 36740
UNION PAC CORP COM 907818108 53831 378010 SH SOLE 337950 0 40060
UNITED RENTALS INC COM 911363109 112333 2043510 SH SOLE 1917280 0 126230
VALMONT INDS INC COM 920253101 22557 143410 SH SOLE 132550 0 10860
VALSPAR CORP COM 920355104 44342 712320 SH SOLE 667780 0 44540
VANTIV INC CL A 92210H105 34167 1439250 SH SOLE 1355360 0 83890
VERISK ANALYTICS INC CL A 92345Y106 69884 1133920 SH SOLE 1042660 0 91260
VISA INC COM CL A 92826C839 131939 776841 SH SOLE 710363 0 66478
WABTEC CORP COM 929740108 46914 459430 SH SOLE 430860 0 28570
WELLS FARGO & CO NEW COM 949746101 61826 1671340 SH SOLE 1494750 0 176590
WESCO INTL INC COM 95082P105 16961 233580 SH SOLE 216870 0 16710
WEX INC COM 96208T104 20796 264930 SH SOLE 246040 0 18890
WEYERHAEUSER CO COM 962166104 15930 507680 SH SOLE 496040 0 11640
WHOLE FOODS MKT INC COM 966837106 37179 428590 SH SOLE 396570 0 32020
WISDOMTREE INVTS INC COM 97717P104 22795 2191750 SH SOLE 2037570 0 154180
ZOETIS INC CL A 98978V103 8565 256460 SH SOLE 250620 0 5840