Chief Compliance Officer

0000950123-17-006987.txt : 20170810 0000950123-17-006987.hdr.sgml : 20170810 20170810060227 ACCESSION NUMBER: 0000950123-17-006987 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170810 DATE AS OF CHANGE: 20170810 EFFECTIVENESS DATE: 20170810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TimesSquare Capital Management, LLC CENTRAL INDEX KEY: 0001313816 IRS NUMBER: 201665304 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11092 FILM NUMBER: 171019580 BUSINESS ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 800-541-5156 MAIL ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001313816 XXXXXXXX 06-30-2017 06-30-2017 TimesSquare Capital Management, LLC

7 Times Square 42nd Floor NEW YORK NY 10036

13F HOLDINGS REPORT 028-11092 N David Cielusniak Chief Compliance Officer (917) 342-7950 /S/ David Cielusniak New York NY 08-10-2017 0 248 15528816 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 2U Inc. Common Stock 90214J101 74429 1586305 SH SOLE 1580405 0 5900 A.O. Smith Corp. Common Stock 831865209 25743 457000 SH SOLE 341500 0 115500 Acadia Healthcare Co Inc Common Stock 00404A109 61033 1235980 SH SOLE 945030 0 290950 Achaogen Inc. Common Stock 004449104 23649 1088300 SH SOLE 960900 0 127400 ACI Worldwide Inc. Common Stock 004498101 36935 1651100 SH SOLE 1230175 0 420925 Adobe Systems Inc. Common Stock 00724F101 1321 9340 SH SOLE 8865 0 475 Aercap Holdings NV US Foreign N00985106 129331 2785500 SH SOLE 2172775 0 612725 Albany International Corp Common Stock 012348108 81366 1523700 SH SOLE 1518200 0 5500 Allegiant Travel Co Common Stock 01748X102 91705 676292 SH SOLE 606047 0 70245 Allergan PLC US Foreign G0177J108 4606 18949 SH SOLE 18949 0 0 Alliance Data Systems Cor Common Stock 018581108 173751 676889 SH SOLE 533579 0 143310 Allscripts Healthcare Sol Common Stock 01988P108 51549 4039900 SH SOLE 3490100 0 549800 Alphabet Inc Class C Common Stock 02079K107 16431 18081 SH SOLE 17149 0 932 Amazon.com Inc. Common Stock 023135106 5454 5634 SH SOLE 5341 0 293 Amdocs Limited US Foreign G02602103 149897 2325425 SH SOLE 1825450 0 499975 Amedisys Inc. Common Stock 023436108 45956 731670 SH SOLE 728970 0 2700 American Renal Associates Common Stock 029227105 23933 1290200 SH SOLE 1285400 0 4800 AMERISAFE Inc. Common Stock 03071H100 31059 545380 SH SOLE 543380 0 2000 Ametek Inc Common Stock 031100100 105984 1749785 SH SOLE 1403535 0 346250 Amphenol Corp. Cl A Common Stock 032095101 82857 1122425 SH SOLE 891150 0 231275 Apollo Global Management Common Stock 037612306 108048 4085000 SH SOLE 3164600 0 920400 Apple Inc Common Stock 037833100 12253 85081 SH SOLE 80673 0 4408 AptarGroup Inc. Common Stock 038336103 41693 480000 SH SOLE 357100 0 122900 Aquaventure Holdings Limi US Foreign G0443N107 16721 1097900 SH SOLE 1094000 0 3900 Artisan Partners Asset Ma Common Stock 04316A108 44822 1460000 SH SOLE 1088200 0 371800 Asbury Automotive Group I Common Stock 043436104 23796 420800 SH SOLE 315800 0 105000 Aspen Technology Inc. Common Stock 045327103 23054 417200 SH SOLE 312500 0 104700 Assured Guaranty Ltd US Foreign G0585R106 141686 3394500 SH SOLE 2647200 0 747300 Atlassian Corporation Plc US Foreign G06242104 41905 1191150 SH SOLE 888200 0 302950 Avexis Inc US Foreign 05366U100 6162 75000 SH SOLE 74700 0 300 Avis Budget Group Inc. Common Stock 053774105 66572 2441200 SH SOLE 1896800 0 544400 Axalta Coating Systems Lt Common Stock G0750C108 51062 1593700 SH SOLE 1186500 0 407200 Beacon Roofing Supply Inc Common Stock 073685109 55536 1133390 SH SOLE 1129390 0 4000 Bio-Rad Laboratories Inc Common Stock 090572207 140686 621650 SH SOLE 484875 0 136775 Blackhawk Network Holding Common Stock 09238E104 38324 878980 SH SOLE 875680 0 3300 BlackLine Inc Common Stock 09239B109 33954 950030 SH SOLE 946530 0 3500 Blue Buffalo Pet Products Common Stock 09531U102 24493 1073800 SH SOLE 802100 0 271700 Blueprint Medicines Corp. Common Stock 09627Y109 28375 560000 SH SOLE 491200 0 68800 Booz Allen & Hamilton Inc Common Stock 099502106 200068 6148375 SH SOLE 4869520 0 1278855 Boston Scientific Corpora Common Stock 101137107 76790 2770200 SH SOLE 2199700 0 570500 Bright Horizons Family So Common Stock 109194100 177994 2305319 SH SOLE 2056669 0 248650 Broadridge Financial Solu Common Stock 11133T103 67845 897900 SH SOLE 669300 0 228600 Broadsoft Inc Common Stock 11133B409 37514 871397 SH SOLE 868297 0 3100 Brunswick Corp. Common Stock 117043109 122367 1950700 SH SOLE 1518325 0 432375 BWX Technologies Inc. Common Stock 05605H100 138996 2851200 SH SOLE 2206150 0 645050 Cable One Inc Common Stock 12685J105 64425 90624 SH SOLE 90269 0 355 Cadence BanCorporation Common Stock 12739A100 22211 1015150 SH SOLE 1011350 0 3800 Capitol Acquisition Corp Common Stock G1992S109 22399 2176800 SH SOLE 2169000 0 7800 Carbonite Inc. 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Common Stock 808513105 4284 99715 SH SOLE 94520 0 5195 Charter Communications In Common Stock 16119P108 8893 26401 SH SOLE 25045 0 1356 Chegg Inc Common Stock 163092109 45470 3699775 SH SOLE 3686375 0 13400 Church and Dwight Co Common Stock 171340102 89689 1728775 SH SOLE 1373025 0 355750 Cigna Corporation Common Stock 125509109 5373 32100 SH SOLE 30265 0 1835 Civitas Solutions Inc Common Stock 17887R102 39122 2235555 SH SOLE 2227355 0 8200 Clean Harbors Inc Common Stock 184496107 57466 1029300 SH SOLE 1025700 0 3600 Cloudera Inc Common Stock 18914U100 36154 2256800 SH SOLE 1999500 0 257300 Cogent Communications Gro Common Stock 19239V302 37965 946765 SH SOLE 943365 0 3400 Columbia Sportswear Co. Common Stock 198516106 22684 390700 SH SOLE 290850 0 99850 CommScope Holding Co Inc Common Stock 20337X109 39201 1030800 SH SOLE 768800 0 262000 Concho Resources Inc Common Stock 20605P101 52513 432100 SH SOLE 342600 0 89500 Copart Inc. Common Stock 217204106 57915 1821800 SH SOLE 1444900 0 376900 Core-Mark Holding Co. Inc Common Stock 218681104 30639 926770 SH SOLE 926770 0 0 Cornerstone OnDemand Inc. Common Stock 21925Y103 33040 924201 SH SOLE 688801 0 235400 Costar Group Inc Common Stock 22160N109 170778 647867 SH SOLE 504342 0 143525 CubeSmart Common Stock 229663109 44426 1848000 SH SOLE 1378700 0 469300 Dave & Buster's Entertain Common Stock 238337109 35889 539600 SH SOLE 537600 0 2000 Davita Inc Common Stock 23918K108 151797 2344000 SH SOLE 1849475 0 494525 DBV Technologies SA ADR ADR 23306J101 33110 927203 SH SOLE 852253 0 74950 Dermira Inc Common Stock 24983L104 73643 2527227 SH SOLE 2241827 0 285400 Dolby Laboratories Inc. C Common Stock 25659T107 82179 1678500 SH SOLE 1331450 0 347050 Dollar Tree Inc. Common Stock 256746108 159137 2275980 SH SOLE 1838055 0 437925 Domino's Pizza Inc. Common Stock 25754A201 69403 328100 SH SOLE 260075 0 68025 Dun & Bradstreet Corp. Common Stock 26483E100 30579 282750 SH SOLE 210150 0 72600 Ecolab Inc Common Stock 278865100 108974 820900 SH SOLE 662825 0 158075 Elbit Systems LTD US Foreign M3760D101 24094 194700 SH SOLE 145000 0 49700 Electronic Arts Inc. Common Stock 285512109 77646 734450 SH SOLE 583200 0 151250 Electronics for Imaging I Common Stock 286082102 81704 1724450 SH SOLE 1529850 0 194600 elf Beauty Inc Common Stock 26856L103 38910 1430000 SH SOLE 1066600 0 363400 EMCOR Group Inc Common Stock 29084Q100 57679 882209 SH SOLE 879009 0 3200 Envestnet Inc. Common Stock 29404K106 80915 2043315 SH SOLE 2035915 0 7400 Envision Healthcare Corp Common Stock 29414D100 18804 300053 SH SOLE 223361 0 76692 Equifax Inc. Common Stock 294429105 202141 1470975 SH SOLE 1165605 0 305370 Evolent Health Inc Cl A Common Stock 30050B101 38177 1506000 SH SOLE 1500800 0 5200 Exlservice Holdings Inc Common Stock 302081104 71883 1293321 SH SOLE 1288621 0 4700 Expedia Inc. Common Stock 30212P303 74237 498400 SH SOLE 395325 0 103075 Exponent Inc. Common Stock 30214U102 44183 757850 SH SOLE 755150 0 2700 Facebook Inc Common Stock 30303M102 8848 58605 SH SOLE 55605 0 3000 Fair Isaac Corp Common Stock 303250104 61580 441720 SH SOLE 439870 0 1850 FARO Technologies Inc. Common Stock 311642102 30389 803939 SH SOLE 801039 0 2900 FCB Financial Holdings In Common Stock 30255G103 25432 532600 SH SOLE 530400 0 2200 Fidelity National Informa Common Stock 31620M106 99560 1165810 SH SOLE 938570 0 227240 Five Below Inc Common Stock 33829M101 33908 686810 SH SOLE 684310 0 2500 Fleetcor Technologies Inc Common Stock 339041105 99519 690095 SH SOLE 554105 0 135990 Floor & Decor Holdings In Common Stock 339750101 5889 150000 SH SOLE 149500 0 500 Forum Energy Technologies Common Stock 34984V100 9892 634100 SH SOLE 472150 0 161950 Gartner Inc Common Stock 366651107 264509 2141600 SH SOLE 1659725 0 481875 Genesee and Wyoming Inc Common Stock 371559105 132341 1935100 SH SOLE 1500775 0 434325 Global Payments Inc Common Stock 37940X102 302862 3353210 SH SOLE 2610800 0 742410 Graco Inc Common Stock 384109104 10819 99000 SH SOLE 73950 0 25050 Grand Canyon Education In Common Stock 38526M106 31678 404000 SH SOLE 301300 0 102700 Grupo Supervielle SA ADR 40054A108 58 3200 SH SOLE 3200 0 0 Gulfport Energy Corp Common Stock 402635304 22082 1497105 SH SOLE 1491705 0 5400 Hamilton Lane Inc Class A Common Stock 407497106 33746 1534585 SH SOLE 1529085 0 5500 Hanesbrands Inc Common Stock 410345102 72482 3129600 SH SOLE 2484275 0 645325 Healthcare Services Group Common Stock 421906108 47642 1017330 SH SOLE 1013880 0 3450 Healthequity Inc Common Stock 42226A107 25822 518200 SH SOLE 516100 0 2100 HealthSouth Corp. Common Stock 421924309 37868 782400 SH SOLE 582700 0 199700 Henry Schein Inc. Common Stock 806407102 85525 467300 SH SOLE 370800 0 96500 Hexcel Corp. Common Stock 428291108 77374 1465700 SH SOLE 1163200 0 302500 HFF Inc. Cl A Common Stock 40418F108 46616 1340709 SH SOLE 1335909 0 4800 Hilton Grand Vacations In Common Stock 43283X105 37448 1038500 SH SOLE 773600 0 264900 Home Depot Inc. Common Stock 437076102 4610 30055 SH SOLE 28510 0 1545 Huron Consulting Group In Common Stock 447462102 54440 1260195 SH SOLE 1129575 0 130620 ICF International Inc. Common Stock 44925C103 45403 963974 SH SOLE 960474 0 3500 Imax Corporation US Foreign 45245E109 84137 3824429 SH SOLE 3418274 0 406155 Inc Research Holdings Inc Common Stock 45329R109 33000 564100 SH SOLE 420200 0 143900 Inogen Inc. Common Stock 45780L104 47700 499900 SH SOLE 497900 0 2000 Intercontinental Exchange Common Stock 45866F104 6692 101515 SH SOLE 96265 0 5250 iRhythm Technologies Inc Common Stock 450056106 45049 1060230 SH SOLE 1056330 0 3900 iShares MSCI India ETF MutFdEqCl P12 46429B598 2500 67 SH SOLE 2500 0 0 iShares Russell 2000 Grow MutFdEqCl P12 464287648 21096 125000 SH SOLE 125000 0 0 iShares Russell Midcap Gr MutFdEqCl P12 464287481 1383 12800 SH SOLE 6300 0 6500 ITT Inc Common Stock 45073V108 43435 1081000 SH SOLE 807500 0 273500 J.B. Hunt Transport Servi Common Stock 445658107 63308 692800 SH SOLE 549300 0 143500 J2 Global Inc. Common Stock 48123V102 148662 1747112 SH SOLE 1556962 0 190150 Jack Henry and Associates Common Stock 426281101 66757 642700 SH SOLE 479100 0 163600 K2M Group Holdings Inc Common Stock 48273J107 70352 2888020 SH SOLE 2599720 0 288300 KBR Inc. Common Stock 48242W106 36738 2413815 SH SOLE 2405215 0 8600 Keane Group Inc Common Stock 48669A108 25008 1562975 SH SOLE 1557475 0 5500 Kennedy-Wilson Holdings I Common Stock 489398107 67211 3528161 SH SOLE 3515611 0 12550 Knight Transportation Inc Common Stock 499064103 41678 1124900 SH SOLE 1120800 0 4100 L3 Technologies Inc Common Stock 502413107 116322 696205 SH SOLE 565130 0 131075 Laureate Education Inc Common Stock 518613203 32431 1850000 SH SOLE 1380700 0 469300 Lincoln Electric Holdings Common Stock 533900106 66728 724600 SH SOLE 573625 0 150975 Lithia Motors Inc. Cl A Common Stock 536797103 42591 451990 SH SOLE 450290 0 1700 Littelfuse Inc. Common Stock 537008104 40573 245895 SH SOLE 244995 0 900 Macom Technology Solution Common Stock 55405Y100 52842 947500 SH SOLE 944100 0 3400 Martin Marietta Materials Common Stock 573284106 140151 629665 SH SOLE 510230 0 119435 Marvell Technology Group US Foreign G5876H105 73706 4461600 SH SOLE 3538100 0 923500 Matador Resources Company Common Stock 576485205 52177 2441580 SH SOLE 2192380 0 249200 Maximus Inc Common Stock 577933104 42319 675700 SH SOLE 673300 0 2400 McCormick & Co. Inc. Common Stock 579780206 78661 806700 SH SOLE 639625 0 167075 Mednax Inc Common Stock 58502B106 34055 564100 SH SOLE 421000 0 143100 MGP Ingredients Inc. Common Stock 55303J106 63183 1234770 SH SOLE 1230170 0 4600 Microsoft Corp. Common Stock 594918104 10732 155700 SH SOLE 147440 0 8260 Milacron Holdings Corp Common Stock 59870L106 52237 2969700 SH SOLE 2959100 0 10600 MKS Instruments Inc. Common Stock 55306N104 84040 1248735 SH SOLE 1244235 0 4500 Monro Muffler Inc Common Stock 610236101 63361 1517629 SH SOLE 1512179 0 5450 Nasdaq Inc Common Stock 631103108 86038 1203500 SH SOLE 955200 0 248300 National Instruments Corp Common Stock 636518102 34131 848600 SH SOLE 632400 0 216200 National Storage Affiliat Common Stock 637870106 40674 1760015 SH SOLE 1753815 0 6200 NCR Corp. Common Stock 62886E108 28184 690100 SH SOLE 514600 0 175500 Netflix Inc. Common Stock 64110L106 3232 21635 SH SOLE 20525 0 1110 Neurocrine Biosciences In Common Stock 64125C109 106507 2315373 SH SOLE 1798423 0 516950 New Relic Inc Common Stock 64829B100 3226 75000 SH SOLE 74700 0 300 NIC Inc Common Stock 62914B100 40518 2138172 SH SOLE 2130772 0 7400 NICE Ltd ADR 653656108 37786 480000 SH SOLE 357500 0 122500 Nielsen Holdings PLC US Foreign G6518L108 102263 2645200 SH SOLE 2110025 0 535175 Nord Anglia Education Inc US Foreign G6583A102 30934 949776 SH SOLE 944376 0 5400 Nordson Corporation Common Stock 655663102 75388 621400 SH SOLE 483200 0 138200 O'Reilly Automotive Inc Common Stock 67103H107 160708 734700 SH SOLE 575025 0 159675 Old Dominion Freight Line Common Stock 679580100 25048 263000 SH SOLE 195500 0 67500 Ollie s Bargain Outlet Ho Common Stock 681116109 27694 650100 SH SOLE 647800 0 2300 On Assignment Inc Common Stock 682159108 114983 2123411 SH SOLE 2108141 0 15270 Open Text Corporation US Foreign 683715106 50385 1597500 SH SOLE 1264650 0 332850 Orbital ATK Inc Common Stock 68557N103 102538 1042480 SH SOLE 940998 0 101482 Papa John's International Common Stock 698813102 75721 1055200 SH SOLE 930800 0 124400 Paycom Software Inc. Common Stock 70432V102 72788 1064000 SH SOLE 1059800 0 4200 Paylocity Holding Corp Common Stock 70438V106 44979 995550 SH SOLE 742450 0 253100 PDC Energy Inc Common Stock 69327R101 24193 561194 SH SOLE 558994 0 2200 Pegasystems Inc. Common Stock 705573103 52801 904900 SH SOLE 901600 0 3300 Performance Foods Group C Common Stock 71377A103 34935 1275010 SH SOLE 949310 0 325700 Planet Fitness Inc Cla Common Stock 72703H101 36410 1560000 SH SOLE 1159900 0 400100 PolyOne Corp. Common Stock 73179P106 53590 1383329 SH SOLE 1378229 0 5100 Pool Corporation Common Stock 73278L105 67814 576800 SH SOLE 458550 0 118250 Pra Health Sciences Inc Common Stock 69354M108 41113 548100 SH SOLE 546050 0 2050 Premier Inc Common Stock 74051N102 94216 2617100 SH SOLE 2077500 0 539600 Proassurance Corporation Common Stock 74267C106 122310 2011680 SH SOLE 1708130 0 303550 Progressive Corp. Common Stock 743315103 168818 3828945 SH SOLE 3035755 0 793190 Proto Labs Inc Common Stock 743713109 54229 806375 SH SOLE 713675 0 92700 Q2 Holdings Inc Common Stock 74736L109 67685 1831803 SH SOLE 1824503 0 7300 Radius Health Inc Common Stock 750469207 25589 565750 SH SOLE 563750 0 2000 Range Resources Corp. Common Stock 75281A109 58418 2521265 SH SOLE 1983526 0 537739 RBC Bearings Inc Common Stock 75524B104 42844 421028 SH SOLE 419528 0 1500 Red Hat Inc Common Stock 756577102 89478 934500 SH SOLE 741300 0 193200 Reis Inc Common Stock 75936P105 9551 449463 SH SOLE 444863 0 4600 Renaissancere Holdings Lt US Foreign G7496G103 111782 803900 SH SOLE 627900 0 176000 Repligen Corp. Common Stock 759916109 97851 2361270 SH SOLE 2084220 0 277050 Rexnord Holdings Inc Common Stock 76169B102 67095 2885822 SH SOLE 2611222 0 274600 Ross Stores Inc. Common Stock 778296103 63053 1092200 SH SOLE 866125 0 226075 RPM International Inc Common Stock 749685103 39827 730100 SH SOLE 544400 0 185700 Ryanair Holdings plc - SP ADR 783513203 100120 930400 SH SOLE 738650 0 191750 S&P Global Common Stock 78409V104 139367 954635 SH SOLE 776420 0 178215 SBA Communications Corp Common Stock 78410G104 276237 2047715 SH SOLE 1624145 0 423570 Science Applications Inte Common Stock 808625107 40118 577900 SH SOLE 577900 0 0 Scotts Miracle-Gro Co. Common Stock 810186106 61566 688200 SH SOLE 525800 0 162400 Servicemaster Global Hold Common Stock 81761R109 102035 2603600 SH SOLE 2023100 0 580500 Shenandoah Telecommunicat Common Stock 82312B106 55858 1819475 SH SOLE 1812875 0 6600 Signature Bank Common Stock 82669G104 141133 983300 SH SOLE 765250 0 218050 Spectranetics Corp. Common Stock 84760C107 13829 360140 SH SOLE 358840 0 1300 Sprouts Farmers Markets L Common Stock 85208M102 54682 2412100 SH SOLE 1911825 0 500275 Strayer Education Inc. Common Stock 863236105 21483 230450 SH SOLE 229550 0 900 Summit Materials Inc Common Stock 86614U100 88616 3069486 SH SOLE 2764827 0 304659 Surgery Partners Inc Common Stock 86881A100 36969 1625000 SH SOLE 1211000 0 414000 SVB Financial Group Common Stock 78486Q101 16858 95900 SH SOLE 71000 0 24900 Synergy Pharmaceuticals I Common Stock 871639308 11430 2568500 SH SOLE 1908200 0 660300 Talend SA ADR ADR 874224207 46904 1348600 SH SOLE 1343700 0 4900 TD Ameritrade Holding Cor Common Stock 87236Y108 61537 1431425 SH SOLE 1136325 0 295100 Telecom Argentina SA ADR 879273209 50 2100 SH SOLE 2100 0 2100 The Advisory Board Co Common Stock 00762W107 52194 1013482 SH SOLE 926757 0 86725 The Ultimate Software Gro Common Stock 90385D107 96777 460710 SH SOLE 352445 0 108265 Transdigm Group Inc Common Stock 893641100 156602 582445 SH SOLE 472665 0 109780 Transunion Common Stock 89400J107 92969 2146600 SH SOLE 1600300 0 546300 Trinet Group Inc Common Stock 896288107 49534 1512960 SH SOLE 1506960 0 6000 Tyler Technologies Inc. Common Stock 902252105 148536 845540 SH SOLE 659250 0 186290 UniFirst Corp. Common Stock 904708104 46081 327510 SH SOLE 326310 0 1200 Universal Display Corp. Common Stock 91347P105 28345 259450 SH SOLE 193050 0 66400 Universal Health Services Common Stock 913903100 93294 764200 SH SOLE 608825 0 155375 Valvoline Inc Common Stock 92047W101 31678 1335500 SH SOLE 993550 0 341950 Vantiv Inc Common Stock 92210H105 118181 1865825 SH SOLE 1449325 0 416500 Verisk Analytics Inc. Cl Common Stock 92345Y106 78540 930900 SH SOLE 739450 0 191450 Vertex Pharmaceuticals In Common Stock 92532F100 63191 490345 SH SOLE 394270 0 96075 Viad Corp. Common Stock 92552R406 9442 199840 SH SOLE 199140 0 700 Visa Inc. Common Stock 92826C839 8326 88785 SH SOLE 84235 0 4550 Wabco Holdings Inc Common Stock 92927K102 133968 1050650 SH SOLE 819550 0 231100 WageWorks Inc Common Stock 930427109 162818 2422884 SH SOLE 2158104 0 264780 Waste Connections Inc. US Foreign 94106B101 91328 1417700 SH SOLE 1124400 0 293300 Watsco Inc. Common Stock 942622200 116205 753600 SH SOLE 585100 0 168500 Watts Water Technologies Common Stock 942749102 22939 362960 SH SOLE 361660 0 1300 Wex Inc Common Stock 96208T104 172401 1653414 SH SOLE 1465194 0 188220 WideOpenWest Inc Common Stock 96758W101 32481 1866700 SH SOLE 1393000 0 473700 WildHorse Resource Develo Common Stock 96812T102 22144 1790140 SH SOLE 1783740 0 6400 William Lyon Homes Shs A Common Stock 552074700 29313 1214300 SH SOLE 1209700 0 4600 Wisdomtree India Earning MutFdEqCl P12 97717W422 57 2800 SH SOLE 2800 0 2800 WisdomTree Investments In Common Stock 97717P104 80718 7936900 SH SOLE 7048500 0 888400 WNS Holdings Ltd ADR ADR 92932M101 64291 1871104 SH SOLE 1402639 0 468465 Woodward Inc. Common Stock 980745103 28161 416700 SH SOLE 310950 0 105750 Wyndham Worldwide Corp. Common Stock 98310W108 68655 683750 SH SOLE 544800 0 138950 Xilinx Inc. Common Stock 983919101 71376 1109700 SH SOLE 880575 0 229125 Zayo Group Holdings Inc Common Stock 98919V105 71787 2323200 SH SOLE 1845000 0 478200