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    <titleOfClass>COM</titleOfClass>
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    <cusip>060505104</cusip>
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    <nameOfIssuer>BANK OF THE OZARKS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <cusip>09247X101</cusip>
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    <votingAuthority>
      <Sole>2386</Sole>
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    <cusip>099724106</cusip>
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      <Sole>594762</Sole>
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    <cusip>10922N103</cusip>
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      <Sole>28916</Sole>
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    <nameOfIssuer>BROADRIDGE FINL SOLUTIONS IN</nameOfIssuer>
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    <cusip>11133T103</cusip>
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      <Sole>271548</Sole>
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      <None>0</None>
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    <cusip>117043109</cusip>
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      <sshPrnamt>942008</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>942008</Sole>
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      <None>0</None>
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    <cusip>G16962105</cusip>
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      <sshPrnamt>19728</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19728</Sole>
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      <None>0</None>
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    <nameOfIssuer>CA INC</nameOfIssuer>
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    <value>536</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15800</Sole>
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      <None>0</None>
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    <nameOfIssuer>CACI INTL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>127190304</cusip>
    <value>21385</value>
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      <sshPrnamt>141298</sshPrnamt>
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      <Sole>141298</Sole>
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      <None>0</None>
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    <nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
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    <cusip>136375102</cusip>
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      <sshPrnamt>48490</sshPrnamt>
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    <votingAuthority>
      <Sole>48490</Sole>
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      <None>0</None>
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    <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14040H105</cusip>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>15189T107</cusip>
    <value>1176</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42904</Sole>
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      <None>0</None>
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    <nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125269100</cusip>
    <value>957</value>
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    <votingAuthority>
      <Sole>25375</Sole>
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    <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>H1467J104</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>435336</Sole>
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    <nameOfIssuer>CINTAS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172908105</cusip>
    <value>1382</value>
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    <votingAuthority>
      <Sole>8100</Sole>
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      <None>0</None>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>172967424</cusip>
    <value>2106</value>
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    <votingAuthority>
      <Sole>31196</Sole>
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    <nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>184496107</cusip>
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    <nameOfIssuer>COGNEX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>192422103</cusip>
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      <Sole>1215693</Sole>
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    <titleOfClass>COM</titleOfClass>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
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    <cusip>20825C104</cusip>
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    <nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>21036P108</cusip>
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    <nameOfIssuer>CREDICORP LTD</nameOfIssuer>
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    <cusip>G2519Y108</cusip>
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    <nameOfIssuer>CUMMINS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>DANAHER CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
    <titleOfClass>COM DISNEY</titleOfClass>
    <cusip>254687106</cusip>
    <value>59157</value>
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      <Sole>588979</Sole>
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    <nameOfIssuer>DOLBY LABORATORIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25659T107</cusip>
    <value>1093</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17201</Sole>
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      <None>0</None>
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    <nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256677105</cusip>
    <value>552</value>
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    <votingAuthority>
      <Sole>5900</Sole>
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      <None>0</None>
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    <nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256746108</cusip>
    <value>11483</value>
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    <nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>26441C204</cusip>
    <value>7661</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>98894</Sole>
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      <None>0</None>
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    <nameOfIssuer>DUN &amp; BRADSTREET CORP DEL NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26483E100</cusip>
    <value>56471</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>482658</Sole>
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      <None>0</None>
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    <nameOfIssuer>EAGLE MATERIALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26969P108</cusip>
    <value>64920</value>
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      <sshPrnamt>629985</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>629985</Sole>
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      <None>0</None>
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    <nameOfIssuer>EAST WEST BANCORP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>27579R104</cusip>
    <value>66763</value>
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    <votingAuthority>
      <Sole>1067522</Sole>
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      <None>0</None>
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    <nameOfIssuer>ECOLAB INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278865100</cusip>
    <value>5508</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40187</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40187</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>ELLIE MAE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28849P100</cusip>
    <value>17091</value>
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      <sshPrnamt>185897</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>185897</Sole>
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      <None>0</None>
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    <nameOfIssuer>EMERGENT BIOSOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29089Q105</cusip>
    <value>6127</value>
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      <sshPrnamt>116379</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>116379</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>EOG RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26875P101</cusip>
    <value>362</value>
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      <sshPrnamt>3443</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <cusip>31428X106</cusip>
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    <votingAuthority>
      <Sole>5659</Sole>
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    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620M106</cusip>
    <value>725</value>
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      <sshPrnamt>7527</sshPrnamt>
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      <Sole>7527</Sole>
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    <nameOfIssuer>FIFTH THIRD BANCORP</nameOfIssuer>
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    <cusip>316773100</cusip>
    <value>1271</value>
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      <sshPrnamt>40022</sshPrnamt>
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      <Sole>40022</Sole>
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      <sshPrnamt>991279</sshPrnamt>
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    <cusip>34354P105</cusip>
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    <nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
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    <value>23067</value>
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    <nameOfIssuer>FORTUNE BRANDS HOME &amp; SEC IN</nameOfIssuer>
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      <Sole>435113</Sole>
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    <nameOfIssuer>GAP INC DEL</nameOfIssuer>
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      <sshPrnamt>29252</sshPrnamt>
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    <nameOfIssuer>GARTNER INC</nameOfIssuer>
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    <cusip>366651107</cusip>
    <value>22521</value>
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      <sshPrnamt>191473</sshPrnamt>
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      <Sole>191473</Sole>
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    <nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
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      <Sole>467498</Sole>
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    <nameOfIssuer>GENESEE &amp; WYO INC</nameOfIssuer>
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    <cusip>371559105</cusip>
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    <nameOfIssuer>GILDAN ACTIVEWEAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>21847</value>
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      <sshPrnamt>756208</sshPrnamt>
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    <votingAuthority>
      <Sole>756208</Sole>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
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    <cusip>375558103</cusip>
    <value>1735</value>
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      <sshPrnamt>23016</sshPrnamt>
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      <Sole>23016</Sole>
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    <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
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    <cusip>38141G104</cusip>
    <value>507</value>
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    <votingAuthority>
      <Sole>2014</Sole>
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    <nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
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    <cusip>406216101</cusip>
    <value>341</value>
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      <sshPrnamt>7261</sshPrnamt>
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    <votingAuthority>
      <Sole>7261</Sole>
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    <nameOfIssuer>HANNON ARMSTRONG SUST INFR C</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>4806</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>40412C101</cusip>
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    <nameOfIssuer>HDFC BANK LTD</nameOfIssuer>
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    <nameOfIssuer>HENRY JACK &amp; ASSOC INC</nameOfIssuer>
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    <nameOfIssuer>HESS CORP</nameOfIssuer>
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    <nameOfIssuer>HOLLYSYS AUTOMATION TECHNOLO</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ILLINOIS TOOL WKS INC</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>454089103</cusip>
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    <cusip>G47791101</cusip>
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    <nameOfIssuer>INGREDION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>457187102</cusip>
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    <nameOfIssuer>INTERPUBLIC GROUP COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>460690100</cusip>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <cusip>46429B598</cusip>
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    <nameOfIssuer>ITAU UNIBANCO HLDG SA</nameOfIssuer>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
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    <cusip>478160104</cusip>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
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    <nameOfIssuer>KB FINANCIAL GROUP INC</nameOfIssuer>
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    <cusip>48241A105</cusip>
    <value>9624</value>
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