0000950123-18-001351.txt : 20180212
0000950123-18-001351.hdr.sgml : 20180212
20180212082417
ACCESSION NUMBER: 0000950123-18-001351
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180212
DATE AS OF CHANGE: 20180212
EFFECTIVENESS DATE: 20180212
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: 18593956
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
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false
true
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0001466153
XXXXXXXX
12-31-2017
12-31-2017
Artisan Partners Limited Partnership
875 E Wisconsin Ave
Ste 800
Milwaukee
WI
53202
13F COMBINATION REPORT
028-13578
028-17598
Russell Investments Group, Ltd.
N
Gregory K. Ramirez
Vice President & Assistant Treasurer
414-390-6100
/s/ Gregory K. Ramirez
Milwaukee
WI
02-12-2018
0
266
52806234
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
ACCELERON PHARMA INC
COM
00434H108
15806
372438
SH
SOLE
255047
0
117391
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
227104
1483470
SH
SOLE
1429907
0
53563
ACI WORLDWIDE INC
COM
004498101
34363
1515805
SH
SOLE
1037861
0
477944
ACTIVISION BLIZZARD INC
COM
00507V109
65721
1037925
SH
SOLE
980175
0
57750
ACUITY BRANDS INC
COM
00508Y102
41100
233523
SH
SOLE
159237
0
74286
ADVANCE AUTO PARTS INC
COM
00751Y106
347201
3482811
SH
SOLE
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0
347153
ADVANCED ACCELERATOR APPLIC
SPONSORED ADS
00790T100
35515
435128
SH
SOLE
421873
0
13255
AGNC INVT CORP
COM
00123Q104
93842
4647927
SH
SOLE
4410040
0
237887
AGRIUM INC
COM
008916108
186303
1620027
SH
SOLE
1550285
0
69742
AIR LEASE CORP
CL A
00912X302
404833
8418235
SH
SOLE
7969611
0
448624
ALBEMARLE CORP
COM
012653101
148943
1164616
SH
SOLE
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0
115968
ALEXION PHARMACEUTICALS INC
COM
015351109
71151
594960
SH
SOLE
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35096
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
975513
5657442
SH
SOLE
5048503
0
608939
ALLEGHANY CORP DEL
COM
017175100
239631
402005
SH
SOLE
378737
0
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ALLERGAN PLC
SHS
G0177J108
54928
335786
SH
SOLE
335786
0
0
ALLSTATE CORP
COM
020002101
133185
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SH
SOLE
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ALPHABET INC
CAP STK CL A
02079K305
729402
692426
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ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
023135106
475528
406618
SH
SOLE
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AMBARELLA INC
SHS
G037AX101
23564
401087
SH
SOLE
275404
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125683
AMBEV SA
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02319V103
76241
11801951
SH
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0
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AMERCO
COM
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119698
316738
SH
SOLE
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AMERICAN EXPRESS CO
COM
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475356
4786588
SH
SOLE
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0
474544
AMERISOURCEBERGEN CORP
COM
03073E105
132996
1448446
SH
SOLE
1340713
0
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ANALOG DEVICES INC
COM
032654105
148401
1666866
SH
SOLE
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ANDEAVOR
COM
03349M105
154260
1349136
SH
SOLE
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0
100338
ANTERO MIDSTREAM GP LP
COM SHS REPSTG
03675Y103
14697
745291
SH
SOLE
510369
0
234922
ANTHEM INC
COM
036752103
225017
1000033
SH
SOLE
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0
82789
AON PLC
SHS CL A
G0408V102
1332789
9946190
SH
SOLE
9154705
0
791485
APACHE CORP
COM
037411105
151394
3585848
SH
SOLE
3391879
0
193969
APPLE INC
COM
037833100
81317
480511
SH
SOLE
480511
0
0
APPLIED MATLS INC
COM
038222105
47666
932425
SH
SOLE
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0
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APTIV PLC
SHS
G6095L109
594403
7006986
SH
SOLE
6548298
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ARAMARK
COM
03852U106
202
4724
SH
SOLE
4724
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
1584837
17459917
SH
SOLE
16335076
0
1124841
ARROW ELECTRS INC
COM
042735100
146395
1820606
SH
SOLE
1685163
0
135443
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
394886
2271812
SH
SOLE
2089055
0
182757
ATLASSIAN CORP PLC
CL A
G06242104
335451
7369303
SH
SOLE
6654649
0
714654
AUTOMATIC DATA PROCESSING INC
COM
053015103
2165
18473
SH
SOLE
18473
0
0
AUTOMATIC DATA PROCESSING INC
OPTIONS
053015103
3516
30000
SH
Call
SOLE
0
0
0
AUTONATION INC
COM
05329W102
258155
5029319
SH
SOLE
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0
297921
AVNET INC
COM
053807103
118302
2985906
SH
SOLE
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0
218626
AXALTA COATING SYS LTD
COM
G0750C108
109468
3382825
SH
SOLE
3131005
0
251820
AXON ENTERPRISE INC
COM
05464C101
12119
457331
SH
SOLE
313734
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143597
BAIDU INC
SPON ADR REP A
056752108
1572296
6713187
SH
SOLE
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BANK AMER CORP
COM
060505104
505069
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SH
SOLE
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BANK NEW YORK MELLON CORP
COM
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SH
SOLE
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BB&T CORP
COM
054937107
2191
44075
SH
SOLE
44075
0
0
BECTON DICKINSON & CO
COM
075887109
282420
1319350
SH
SOLE
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0
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BENEFITFOCUS INC
COM
08180D106
29065
1076498
SH
SOLE
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0
338264
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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93225
470310
SH
SOLE
470310
0
0
BLACKLINE INC
COM
09239B109
22132
674769
SH
SOLE
464077
0
210692
BLOCK H & R INC
COM
093671105
77250
2946207
SH
SOLE
2726997
0
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BOSTON SCIENTIFIC CORP
COM
101137107
707780
28551044
SH
SOLE
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0
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BOX INC
CL A
10316T104
153037
7246090
SH
SOLE
6484258
0
761832
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
51239
545093
SH
SOLE
373325
0
171768
BROADCOM LTD
SHS
Y09827109
215448
838644
SH
SOLE
769125
0
69519
BURLINGTON STORES INC
COM
122017106
40185
326626
SH
SOLE
222650
0
103976
BWX TECHNOLOGIES INC
COM
05605H100
259596
4291546
SH
SOLE
3769607
0
521939
CABLE ONE INC
COM
12685J105
3969
5643
SH
SOLE
5643
0
0
CABOT OIL & GAS CORP
COM
127097103
262
9165
SH
SOLE
9165
0
0
CAE INC
COM
124765108
13079
704093
SH
SOLE
477832
0
226261
CANADA GOOSE HOLDINGS INC
SHS SUB VTG
135086106
34785
1102171
SH
SOLE
755477
0
346694
CANADIAN PAC RY LTD
COM
13645T100
723204
3957123
SH
SOLE
3420869
0
536254
CARDINAL HEALTH INC
COM
14149Y108
47392
773497
SH
SOLE
773497
0
0
CBOE GLOBAL MARKETS INC
COM
12503M108
256032
2054995
SH
SOLE
1836470
0
218525
CBS CORP NEW
CL B
124857202
262163
4443448
SH
SOLE
4224937
0
218511
CDK GLOBAL INC
COM
12508E101
5129
71957
SH
SOLE
71957
0
0
CELANESE CORP DEL
COM SER A
150870103
261638
2443385
SH
SOLE
2289213
0
154172
CELGENE CORP
COM
151020104
32726
313584
SH
SOLE
212441
0
101143
CHEGG INC
COM
163092109
11724
718361
SH
SOLE
492788
0
225573
CHINA BIOLOGIC PRODS HLDGS I
COM
G21515104
68361
867855
SH
SOLE
867855
0
0
CHUBB LIMITED
COM
H1467J104
53113
363465
SH
SOLE
363465
0
0
CIGNA CORPORATION
COM
125509109
374020
1841647
SH
SOLE
1736330
0
105317
CIMAREX ENERGY CO
COM
171798101
137583
1127638
SH
SOLE
1043781
0
83857
CINTAS CORP
COM
172908105
251598
1614569
SH
SOLE
1520905
0
93664
CISCO SYS INC
COM
17275R102
380177
9926293
SH
SOLE
9074302
0
851991
CITIGROUP INC
COM NEW
172967424
883039
11867207
SH
SOLE
10766585
0
1100622
CITIZENS FINL GROUP INC
COM
174610105
354425
8442717
SH
SOLE
7525671
0
917046
CME GROUP INC
COM CL A
12572Q105
18438
126243
SH
SOLE
101639
0
24604
COCA COLA EUROPEAN PARTNERS
SHS
G25839104
662826
16633024
SH
SOLE
14458286
0
2174738
COGNEX CORP
COM
192422103
48598
794606
SH
SOLE
541660
0
252946
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
35992
506786
SH
SOLE
506786
0
0
COHERENT INC
COM
192479103
89617
317543
SH
SOLE
299857
0
17686
COMCAST CORP NEW
CL A
20030N101
7181
179297
SH
SOLE
179297
0
0
CONCHO RES INC
COM
20605P101
311427
2073140
SH
SOLE
1957542
0
115598
COPA HOLDINGS SA
CL A
P31076105
20684
154288
SH
SOLE
154288
0
0
COSTAR GROUP INC
COM
22160N109
28703
96659
SH
SOLE
65898
0
30761
CREDICORP LTD
COM
G2519Y108
22703
109448
SH
SOLE
109448
0
0
CREE INC
COM
225447101
24553
661083
SH
SOLE
453870
0
207213
CTRIP COM INTL LTD
AMERICAN DEP SHS
22943F100
2242
50830
SH
SOLE
50830
0
0
CUBIC CORP
COM
229669106
15854
268938
SH
SOLE
194439
0
74499
DAVITA INC
COM
23918K108
22397
310000
SH
SOLE
210128
0
99872
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
91646
1746640
SH
SOLE
1496824
0
249816
DENTSPLY SIRONA INC
COM
24906P109
86118
1308190
SH
SOLE
1228608
0
79582
DEVON ENERGY CORP NEW
COM
25179M103
312221
7541561
SH
SOLE
7153221
0
388340
DEXCOM INC
COM
252131107
113425
1976398
SH
SOLE
1684950
0
291448
DIAMONDBACK ENERGY INC
COM
25278X109
246726
1954266
SH
SOLE
1845790
0
108476
DISCOVER FINL SVCS
COM
254709108
150898
1961748
SH
SOLE
1846330
0
115418
DONALDSON INC
COM
257651109
53975
1102646
SH
SOLE
755298
0
347348
DOWDUPONT INC
COM
26078J100
72638
1019914
SH
SOLE
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0
112745
EDWARDS LIFESCIENCES CORP
COM
28176E108
220612
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SH
SOLE
1844477
0
112866
ELLIE MAE INC
COM
28849P100
36745
411018
SH
SOLE
281579
0
129439
ENEL AMERICAS S A
SPONSORED ADR
29274F104
37272
3336838
SH
SOLE
2261040
0
1075798
EOG RES INC
COM
26875P101
50328
466387
SH
SOLE
466387
0
0
EPAM SYS INC
COM
29414B104
15097
140532
SH
SOLE
140532
0
0
EQUIFAX INC
COM
294429105
16690
141536
SH
SOLE
95923
0
45613
EQUITY COMWLTH
COM SH BEN INT
294628102
120922
3963349
SH
SOLE
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0
295347
ERICSSON
ADR B SEK 10
294821608
89867
13453074
SH
SOLE
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0
881045
EXPEDIA INC DEL
COM NEW
30212P303
153760
1283792
SH
SOLE
1212329
0
71463
EXPRESS SCRIPTS HLDG CO
COM
30219G108
65614
879078
SH
SOLE
879078
0
0
FACEBOOK INC
CL A
30303M102
616435
3493339
SH
SOLE
3164103
0
329236
FEDEX CORP
COM
31428X106
298897
1197790
SH
SOLE
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0
123261
FIDELITY NATL INFORMATION SV
COM
31620M106
193228
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SH
SOLE
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FIFTH THIRD BANCORP
COM
316773100
174961
5766684
SH
SOLE
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0
428894
FIRST REP BK SAN FRANCISCO C
COM
33616C100
220383
2543669
SH
SOLE
2392094
0
151575
FLUOR CORP NEW
COM
343412102
268911
5206411
SH
SOLE
4819366
0
387045
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
259912
3797669
SH
SOLE
3585899
0
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GARDNER DENVER HLDGS INC
COM
36555P107
225223
6637887
SH
SOLE
5999642
0
638245
GARTNER INC
COM
366651107
240649
1954109
SH
SOLE
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0
117268
GCP APPLIED TECHNOLOGIES INC
COM
36164Y101
10326
323699
SH
SOLE
313834
0
9865
GENTEX CORP
COM
371901109
141820
6769460
SH
SOLE
6265924
0
503536
GLAUKOS CORP
COM
377322102
11598
452145
SH
SOLE
310894
0
141251
GLOBAL PMTS INC
COM
37940X102
561566
5602213
SH
SOLE
5283802
0
318411
GOLDMAN SACHS GROUP INC
COM
38141G104
56091
220170
SH
SOLE
220170
0
0
GRANA Y MONTERO S A A
SPONSORED ADR
38500P208
880
308927
SH
SOLE
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0
0
GRIFOLS S A
SP ADR REP B NVT
398438408
212825
9285543
SH
SOLE
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GRUPO SUPERVIELLE S A
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40054A108
35004
1193870
SH
SOLE
1193870
0
0
GRUPO TELEVISA SA
SPON ADR REP ORD
40049J206
43609
2335753
SH
SOLE
2335753
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
330641
4452477
SH
SOLE
3942239
0
510238
HALOZYME THERAPEUTICS INC
COM
40637H109
33446
1650853
SH
SOLE
1131650
0
519203
HARRIS CORP DEL
COM
413875105
278974
1969459
SH
SOLE
1788677
0
180782
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
389357
3829617
SH
SOLE
3552925
0
276692
HEALTHEQUITY INC
COM
42226A107
23941
513096
SH
SOLE
351750
0
161346
HEICO CORP NEW
COM
422806109
25764
273073
SH
SOLE
197401
0
75672
HESS CORP
COM
42809H107
253164
5333134
SH
SOLE
5053721
0
279413
HUBSPOT INC
COM
443573100
96317
1089563
SH
SOLE
931081
0
158482
HUMANA INC
COM
444859102
14518
58524
SH
SOLE
39661
0
18863
IAC INTERACTIVECORP
COM
44919P508
159093
1301053
SH
SOLE
1204302
0
96751
ICICI BK LTD
ADR
45104G104
27380
2813972
SH
SOLE
2813972
0
0
IDEX CORP
COM
45167R104
56917
431285
SH
SOLE
293504
0
137781
IHS MARKIT LTD
SHS
G47567105
1393720
30868659
SH
SOLE
28587579
0
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IMPAX LABORATORIES INC
CONV BOND
45256BAE1
38831
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PRN
SOLE
0
0
40000000
IMPERIAL OIL LTD
COM NEW
453038408
809445
25936084
SH
SOLE
24495726
0
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INTERPUBLIC GROUP OF COS INC/THE
OPTIONS
460690100
685
34000
SH
Call
SOLE
0
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
137306
1945953
SH
SOLE
1654888
0
291065
INTERXION HOLDING N.V
SHS
N47279109
89559
1519755
SH
SOLE
1259933
0
259822
ISHARES TR
INDIA 50 ETF
464289529
7341
197767
SH
SOLE
197767
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
152215
2307690
SH
SOLE
2168829
0
138861
JD COM INC
SPON ADR CL A
47215P106
212404
5128047
SH
SOLE
4703977
0
424070
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
79904
721156
SH
SOLE
493800
0
227356
JOHNSON & JOHNSON
COM
478160104
326306
2335430
SH
SOLE
2104814
0
230616
JOHNSON CTLS INTL PLC
SHS
G51502105
6378
167356
SH
SOLE
102928
0
64428
JPMORGAN CHASE & CO
COM
46625H100
5068
47389
SH
SOLE
47389
0
0
KIRBY CORP
COM
497266106
118078
1767639
SH
SOLE
1636160
0
131479
KROGER CO
COM
501044101
158559
5776270
SH
SOLE
5345713
0
430557
L3 TECHNOLOGIES INC
COM
502413107
5386
27224
SH
SOLE
27224
0
0
LAMB WESTON HLDGS INC
COM
513272104
28712
508627
SH
SOLE
367013
0
141614
LIBERTY EXPEDIA HOLDINGS
SER A COM
53046P109
72321
1631414
SH
SOLE
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LIBERTY GLOBAL PLC
SHS CL A
G5480U104
202469
5649233
SH
SOLE
5001653
0
647580
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
379455
11213202
SH
SOLE
9927789
0
1285413
LIBERTY INTERACTIVE CORP
LBT VEN COM A NE
53071M856
85926
1584181
SH
SOLE
1495645
0
88536
LIBERTY INTERACTIVE CORP
QVC GP COM SER A
53071M104
224572
9196244
SH
SOLE
8691993
0
504251
LKQ CORP
COM
501889208
1105766
27188728
SH
SOLE
25038972
0
2149756
LOEWS CORP
COM
540424108
96289
1924617
SH
SOLE
1781441
0
143176
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
95541
866039
SH
SOLE
866039
0
0
M & T BK CORP
COM
55261F104
146305
855636
SH
SOLE
791989
0
63647
MARSH & MCLENNAN COS INC
COM
571748102
615569
7563196
SH
SOLE
6814136
0
749060
MASONITE INTL CORP NEW
COM
575385109
19439
262156
SH
SOLE
179429
0
82727
MASTERCARD INCORPORATED
CL A
57636Q104
32647
215691
SH
SOLE
146225
0
69466
MATCH GROUP INC
COM
57665R106
118548
3786279
SH
SOLE
3282217
0
504062
MAXIM INTEGRATED PRODS INC
COM
57772K101
152672
2920269
SH
SOLE
2757041
0
163228
MEDTRONIC PLC
SHS
G5960L103
1785492
22111354
SH
SOLE
20394179
0
1717175
MERCADOLIBRE INC
COM
58733R102
19984
63510
SH
SOLE
63510
0
0
MICROSOFT CORP
COM
594918104
386313
4516163
SH
SOLE
4066433
0
449730
MONSTER BEVERAGE CORP NEW
COM
61174X109
228094
3603950
SH
SOLE
3416013
0
187937
MOTOROLA SOLUTIONS INC
COM NEW
620076307
190451
2108163
SH
SOLE
1986013
0
122150
MRC GLOBAL INC
COM
55345K103
17813
1052780
SH
SOLE
720543
0
332237
MULESOFT INC
CL A
625207105
24948
1072572
SH
SOLE
736888
0
335684
NEOGENOMICS INC
COM NEW
64049M209
20232
2283514
SH
SOLE
1563289
0
720225
NETEASE INC
SPONSORED ADR
64110W102
406276
1177373
SH
SOLE
1025162
0
152211
NETEASE INC
OPTIONS
64110W102
2519
7300
SH
Call
SOLE
0
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
101519
1308397
SH
SOLE
1114219
0
194178
NEVRO CORP
COM
64157F103
29268
423923
SH
SOLE
290412
0
133511
NEWS CORP NEW
CL A
65249B109
178672
11022336
SH
SOLE
10400252
0
622084
NIKE INC
CL B
654106103
21509
343877
SH
SOLE
343877
0
0
NOAH HLDGS LTD
SPON ADS CL A
65487X102
5190
112154
SH
SOLE
112154
0
0
NOBLE ENERGY INC
COM
655044105
236748
8124506
SH
SOLE
7452248
0
672258
NORTHROP GRUMMAN CORP
COM
666807102
10083
32853
SH
SOLE
32853
0
0
NOVANTA INC
COM
67000B104
38427
768546
SH
SOLE
528772
0
239774
OCCIDENTAL PETE CORP DEL
COM
674599105
75069
1019131
SH
SOLE
1019131
0
0
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
47054
883644
SH
SOLE
606210
0
277434
OMNICOM GROUP INC
COM
681919106
118585
1628239
SH
SOLE
1507145
0
121094
ORACLE CORP
COM
68389X105
658825
13934538
SH
SOLE
12628768
0
1305770
PAYLOCITY HLDG CORP
COM
70438V106
30899
655193
SH
SOLE
448787
0
206406
PAYPAL HLDGS INC
COM
70450Y103
7263
98658
SH
SOLE
66978
0
31680
PENNEY J C INC
COM
708160106
402
127250
SH
SOLE
127250
0
0
PIONEER NAT RES CO
COM
723787107
338665
1959302
SH
SOLE
1797169
0
162133
PRICELINE GRP INC
COM NEW
741503403
185181
106564
SH
SOLE
97737
0
8827
PRICESMART INC
COM
741511109
15300
177696
SH
SOLE
121576
0
56120
PROGRESSIVE CORP OHIO
COM
743315103
877456
15579836
SH
SOLE
14402142
0
1177694
PROOFPOINT INC
COM
743424103
279959
3152336
SH
SOLE
2760840
0
391496
PTC INC
COM
69370C100
33593
552789
SH
SOLE
374977
0
177812
Q2 HLDGS INC
COM
74736L109
65178
1768749
SH
SOLE
1214291
0
554458
QUALCOMM INC
COM
747525103
575943
8996299
SH
SOLE
8103319
0
892980
RAYTHEON CO
COM NEW
755111507
38555
205245
SH
SOLE
154235
0
51010
REGENERON PHARMACEUTICALS
COM
75886F107
418078
1112029
SH
SOLE
1029243
0
82786
ROCKWELL COLLINS INC
COM
774341101
78436
578351
SH
SOLE
535474
0
42877
ROGERS CORP
COM
775133101
18198
112389
SH
SOLE
77027
0
35362
ROPER TECHNOLOGIES INC
COM
776696106
256766
991376
SH
SOLE
933327
0
58049
RSP PERMIAN INC
COM
74978Q105
45890
1128085
SH
SOLE
773377
0
354708
RYDER SYS INC
COM
783549108
149223
1772873
SH
SOLE
1641004
0
131869
S&P GLOBAL INC
COM
78409V104
909390
5368297
SH
SOLE
4987390
0
380907
SALESFORCE COM INC
COM
79466L302
167029
1633854
SH
SOLE
1500001
0
133853
SASOL LTD
SPONSORED ADR
803866300
394
11509
SH
SOLE
3337
0
8172
SCHLUMBERGER LTD
COM
806857108
249502
3702364
SH
SOLE
3228929
0
473435
SEALED AIR CORP NEW
COM
81211K100
55138
1118413
SH
SOLE
1056077
0
62336
SERVICE CORP INTL
COM
817565104
5520
147901
SH
SOLE
147901
0
0
SERVICENOW INC
COM
81762P102
34592
265295
SH
SOLE
180040
0
85255
SIMON PPTY GROUP INC NEW
COM
828806109
44972
261860
SH
SOLE
261860
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
2118
27608
SH
SOLE
27608
0
0
SKECHERS U S A INC
CL A
830566105
64391
1701673
SH
SOLE
1606564
0
95109
SMITH A O
COM
831865209
116703
1904418
SH
SOLE
1785663
0
118755
SOCIEDAD QUIMICA MINERA DE C
SPON ADR SER B
833635105
33007
555952
SH
SOLE
495455
0
60497
SPDR S&P500 ETF TRUST
OPTIONS
78462F103
24818
93000
SH
Put
SOLE
0
0
0
STANLEY BLACK & DECKER INC
COM
854502101
78444
462279
SH
SOLE
428659
0
33620
STATE STR CORP
COM
857477103
492306
5043600
SH
SOLE
4584971
0
458629
STORE CAP CORP
COM
862121100
10408
399711
SH
SOLE
369818
0
29893
SUNTRUST BKS INC
COM
867914103
962
14900
SH
SOLE
14900
0
0
SVB FINL GROUP
COM
78486Q101
237821
1017328
SH
SOLE
911533
0
105795
SYNCHRONY FINL
COM
87165B103
45774
1185550
SH
SOLE
1185550
0
0
SYNOPSYS INC
COM
871607107
46642
547190
SH
SOLE
506803
0
40387
T MOBILE US INC
COM
872590104
3636
57245
SH
SOLE
57245
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
300747
4346051
SH
SOLE
4001258
0
344793
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
58665
534384
SH
SOLE
364303
0
170081
TAL ED GROUP
SPONSORED ADS
874080104
21725
731246
SH
SOLE
731246
0
0
TD AMERITRADE HLDG CORP
COM
87236Y108
167055
3267252
SH
SOLE
3085363
0
181889
TE CONNECTIVITY LTD
REG SHS
H84989104
953585
10033516
SH
SOLE
9495254
0
538262
TECHNIPFMC PLC
COM
G87110105
155047
4951998
SH
SOLE
4645971
0
306027
TEGNA INC
COM
87901J105
77780
5524139
SH
SOLE
5113182
0
410957
TELEDYNE TECHNOLOGIES INC
COM
879360105
88210
486946
SH
SOLE
353077
0
133869
TELEFONICA BRASIL SA
SPONSORED ADR
87936R106
1133377
76424627
SH
SOLE
71342629
0
5081998
TORCHMARK CORP
COM
891027104
182140
2007939
SH
SOLE
1858602
0
149337
TRANSUNION
COM
89400J107
195664
3560122
SH
SOLE
3355440
0
204682
TRIPADVISOR INC
COM
896945201
92510
2684550
SH
SOLE
2486435
0
198115
TYLER TECHNOLOGIES INC
COM
902252105
52461
296306
SH
SOLE
203210
0
93096
UNITED PARCEL SERVICE INC
OPTIONS
911312106
7745
65000
SH
Call
SOLE
0
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
310820
2436470
SH
SOLE
2252046
0
184424
VANTIV INC
CL A
92210H105
220148
2993173
SH
SOLE
2826836
0
166337
VEEVA SYS INC
CL A COM
922475108
324975
5878701
SH
SOLE
5219487
0
659214
VIRTU FINL INC
CL A
928254101
19647
1073631
SH
SOLE
734966
0
338665
VISA INC
COM CL A
92826C839
916124
8034767
SH
SOLE
7402156
0
632611
VISTEON CORP
COM NEW
92839U206
70970
567122
SH
SOLE
388474
0
178648
WABCO HLDGS INC
COM
92927K102
262486
1829170
SH
SOLE
1618733
0
210437
WABTEC CORP
COM
929740108
168538
2069730
SH
SOLE
1954693
0
115037
WASTE CONNECTIONS INC
COM
94106B101
248682
3505521
SH
SOLE
3310478
0
195043
WAYFAIR INC
CL A
94419L101
103895
1294316
SH
SOLE
1219503
0
74813
WEBSTER FINL CORP CONN
COM
947890109
69601
1239342
SH
SOLE
852140
0
387202
WELLS FARGO CO NEW
COM
949746101
79887
1316747
SH
SOLE
1158917
0
157830
WEST PHARMACEUTICAL SVSC INC
COM
955306105
98911
1002444
SH
SOLE
943725
0
58719
WORKDAY INC
CL A
98138H101
100134
984213
SH
SOLE
928556
0
55657
WORLD FUEL SVCS CORP
COM
981475106
85227
3028674
SH
SOLE
2803381
0
225293
YANDEX N V
SHS CLASS A
N97284108
54440
1662296
SH
SOLE
1596221
0
66075
YPF SOCIEDAD ANONIMA
SPON ADR CL D
984245100
3925
171320
SH
SOLE
171320
0
0
YUM CHINA HLDGS INC
COM
98850P109
31336
783012
SH
SOLE
783012
0
0
ZYNGA INC
CL A
98986T108
74656
18664059
SH
SOLE
15410914
0
3253145