0000950123-18-004535.txt : 20180510 0000950123-18-004535.hdr.sgml : 20180510 20180510060248 ACCESSION NUMBER: 0000950123-18-004535 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180510 DATE AS OF CHANGE: 20180510 EFFECTIVENESS DATE: 20180510 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: 18820314 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 03-31-2018 03-31-2018 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 05-10-2018 0 267 49247810 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ACCELERON PHARMA INC COM 00434H108 13774 352286 SH SOLE 254352 0 97934 ACI WORLDWIDE INC COM 004498101 41918 1767214 SH SOLE 1276713 0 490501 ACUITY BRANDS INC COM 00508Y102 25057 180020 SH SOLE 130043 0 49977 ADVANCE AUTO PARTS INC COM 00751Y106 436919 3685527 SH SOLE 3327760 0 357767 AGNC INVT CORP COM 00123Q104 32378 1711314 SH SOLE 1580745 0 130569 AIR LEASE CORP CL A 00912X302 261096 6126142 SH SOLE 5783984 0 342158 ALBEMARLE CORP COM 012653101 144409 1557135 SH SOLE 1463487 0 93648 ALEXION PHARMACEUTICALS INC COM 015351109 116827 1048156 SH SOLE 1001433 0 46723 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 337680 1839816 SH SOLE 1715747 0 124069 ALIGN TECHNOLOGY INC COM 016255101 72283 287830 SH SOLE 275331 0 12499 ALLEGHANY CORP DEL COM 017175100 235606 383449 SH SOLE 360026 0 23423 ALLERGAN PLC SHS G0177J108 57101 339304 SH SOLE 339304 0 0 ALLSTATE CORP COM 020002101 114205 1204691 SH SOLE 1109128 0 95563 ALPHABET INC CAP STK CL A 02079K305 637857 615015 SH SOLE 558339 0 56676 ALPHABET INC CAP STK CL C 02079K107 262463 254376 SH SOLE 234849 0 19527 AMAZON COM INC COM 023135106 319247 220575 SH SOLE 196584 0 23991 AMBARELLA INC SHS G037AX101 22061 450312 SH SOLE 325295 0 125017 AMBEV SA SPONSORED ADR 02319V103 87035 11971741 SH SOLE 10581736 0 1390005 AMERCO COM 023586100 122406 354698 SH SOLE 326701 0 27997 AMERICAN EXPRESS CO COM 025816109 463052 4964107 SH SOLE 4479140 0 484967 AMERISOURCEBERGEN CORP COM 03073E105 92094 1068248 SH SOLE 983928 0 84320 ANALOG DEVICES INC COM 032654105 144253 1582932 SH SOLE 1457891 0 125041 ANDEAVOR COM 03349M105 132973 1322322 SH SOLE 1218446 0 103876 ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 17893 1119006 SH SOLE 808352 0 310654 ANTHEM INC COM 036752103 280211 1275426 SH SOLE 1171814 0 103612 AON PLC SHS CL A G0408V102 1307987 9320797 SH SOLE 8587433 0 733364 APACHE CORP COM 037411105 133193 3461353 SH SOLE 3264861 0 196492 APPLE INC COM 037833100 80956 482515 SH SOLE 482515 0 0 APPLIED MATLS INC COM 038222105 13401 240981 SH SOLE 171350 0 69631 APTIV PLC SHS G6095L109 666857 7848147 SH SOLE 7370246 0 477901 ARCH CAP GROUP LTD ORD G0450A105 1549342 18101906 SH SOLE 16954844 0 1147062 ARROW ELECTRS INC COM 042735100 133533 1733738 SH SOLE 1597051 0 136687 ASML HOLDING N V N Y REGISTRY SHS N07059210 471737 2375789 SH SOLE 2193032 0 182757 ATLASSIAN CORP PLC CL A G06242104 434550 8059157 SH SOLE 7451037 0 608120 AUTONATION INC COM 05329W102 229874 4913928 SH SOLE 4613952 0 299976 AVNET INC COM 053807103 73977 1771477 SH SOLE 1638043 0 133434 AXALTA COATING SYS LTD COM G0750C108 122855 4069385 SH SOLE 3749525 0 319860 BAIDU INC SPON ADR REP A 056752108 1345167 6027005 SH SOLE 5657190 0 369815 BANK AMER CORP COM 060505104 546199 18212712 SH SOLE 16733272 0 1479440 BANK NEW YORK MELLON CORP COM 064058100 701098 13605620 SH SOLE 12279891 0 1325729 BB&T CORP COM 054937107 3829 73583 SH SOLE 73583 0 0 BECTON DICKINSON & CO COM 075887109 131107 605018 SH SOLE 575955 0 29063 BENEFITFOCUS INC COM 08180D106 24868 1019181 SH SOLE 736221 0 282960 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94798 475225 SH SOLE 475225 0 0 BLACKBERRY LTD COM 09228F103 167 14523 SH SOLE 14523 0 0 BLACKLINE INC COM 09239B109 32713 834291 SH SOLE 603063 0 231228 BLOCK H & R INC COM 093671105 71471 2812705 SH SOLE 2589748 0 222957 BOOKING HLDGS INC COM 09857L108 226070 108667 SH SOLE 99840 0 8827 BOSTON SCIENTIFIC CORP COM 101137107 729564 26704378 SH SOLE 24985983 0 1718395 BOX INC CL A 10316T104 137450 6688587 SH SOLE 6092815 0 595772 BRIGHT HORIZONS FAM SOL IN D COM 109194100 51466 516107 SH SOLE 372309 0 143798 BURLINGTON STORES INC COM 122017106 38639 290193 SH SOLE 209254 0 80939 BWX TECHNOLOGIES INC COM 05605H100 252498 3974474 SH SOLE 3590630 0 383844 CAE INC COM 124765108 12588 676307 SH SOLE 479689 0 196618 CALLON PETE CO DEL COM 13123X102 23895 1804776 SH SOLE 1304250 0 500526 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 34874 1043516 SH SOLE 753423 0 290093 CANADIAN PAC RY LTD COM 13645T100 577622 3272646 SH SOLE 2860746 0 411900 CARDINAL HEALTH INC COM 14149Y108 49087 783136 SH SOLE 783136 0 0 CARMAX INC OPTIONS 143130102 2597 50000 SH Put SOLE 0 0 0 CBOE GLOBAL MARKETS INC COM 12503M108 96640 846978 SH SOLE 810186 0 36792 CBS CORP NEW CL B 124857202 116057 2258355 SH SOLE 2150678 0 107677 CDK GLOBAL INC COM 12508E101 3646 57555 SH SOLE 57555 0 0 CELANESE CORP DEL COM SER A 150870103 235221 2347280 SH SOLE 2192163 0 155117 CELGENE CORP COM 151020104 26499 297035 SH SOLE 210877 0 86158 CHECK POINT SOFTWARE TECH LT OPTIONS M22465104 2484 25000 SH Put SOLE 0 0 0 CHEGG INC COM 163092109 30364 1469714 SH SOLE 1061702 0 408012 CHINA BIOLOGIC PRODS HLDGS I COM G21515104 24985 308462 SH SOLE 308462 0 0 CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 32046 243306 SH SOLE 243306 0 0 CHUBB LIMITED COM H1467J104 50243 367356 SH SOLE 367356 0 0 CIGNA CORPORATION COM 125509109 154396 920448 SH SOLE 879870 0 40578 CIMAREX ENERGY CO COM 171798101 111803 1195756 SH SOLE 1101688 0 94068 CINTAS CORP COM 172908105 257147 1507489 SH SOLE 1439080 0 68409 CISCO SYS INC COM 17275R102 57796 1347531 SH SOLE 1347531 0 0 CITIGROUP INC COM NEW 172967424 765816 11345417 SH SOLE 10328495 0 1016922 CITIZENS FINL GROUP INC COM 174610105 113708 2708629 SH SOLE 2345751 0 362878 CME GROUP INC COM CL A 12572Q105 19979 123528 SH SOLE 102565 0 20963 COCA COLA EUROPEAN PARTNERS SHS G25839104 419365 10066364 SH SOLE 8830687 0 1235677 COGNEX CORP COM 192422103 23763 457068 SH SOLE 329726 0 127342 COHERENT INC COM 192479103 80273 428349 SH SOLE 396999 0 31350 CONCHO RES INC COM 20605P101 283847 1888158 SH SOLE 1805966 0 82192 COPA HOLDINGS SA CL A P31076105 24791 192732 SH SOLE 192732 0 0 CREDICORP LTD COM G2519Y108 15878 69936 SH SOLE 69936 0 0 CREE INC COM 225447101 25541 633608 SH SOLE 460183 0 173425 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3085 66175 SH SOLE 66175 0 0 CUBIC CORP COM 229669106 18686 293799 SH SOLE 228518 0 65281 CURTISS WRIGHT CORP COM 231561101 45273 335180 SH SOLE 260721 0 74459 DAVITA INC COM 23918K108 19614 297449 SH SOLE 211247 0 86202 DELPHI TECHNOLOGIES PLC SHS G2709G107 136138 2857033 SH SOLE 2554999 0 302034 DEVON ENERGY CORP NEW COM 25179M103 234613 7380094 SH SOLE 6980953 0 399141 DEXCOM INC COM 252131107 49267 664339 SH SOLE 479668 0 184671 DIAMONDBACK ENERGY INC COM 25278X109 225090 1779089 SH SOLE 1701964 0 77125 DISCOVER FINL SVCS COM 254709108 153623 2135726 SH SOLE 2036144 0 99582 DONALDSON INC COM 257651109 52376 1162608 SH SOLE 839847 0 322761 DOWDUPONT INC COM 26078J100 68238 1071073 SH SOLE 975055 0 96018 EDWARDS LIFESCIENCES CORP COM 28176E108 264148 1893266 SH SOLE 1808361 0 84905 ELECTRONIC ARTS INC COM 285512109 4952 40841 SH SOLE 40841 0 0 ELLIE MAE INC COM 28849P100 39329 427770 SH SOLE 309027 0 118743 ENEL AMERICAS S A SPONSORED ADR 29274F104 37197 3201097 SH SOLE 2273463 0 927634 EOG RES INC COM 26875P101 49605 471216 SH SOLE 471216 0 0 EPAM SYS INC COM 29414B104 14886 129987 SH SOLE 129987 0 0 EQUIFAX INC COM 294429105 18620 158051 SH SOLE 112379 0 45672 EQUITY COMWLTH COM SH BEN INT 294628102 115665 3771266 SH SOLE 3472842 0 298424 ERICSSON ADR B SEK 10 294821608 87102 13609614 SH SOLE 12686937 0 922677 EXACT SCIENCES CORP COM 30063P105 60243 1493759 SH SOLE 1428708 0 65051 EXPEDIA GROUP INC COM NEW 30212P303 141580 1282310 SH SOLE 1225639 0 56671 EXPRESS SCRIPTS HLDG CO COM 30219G108 68678 994179 SH SOLE 964685 0 29494 FACEBOOK INC CL A 30303M102 322836 2020378 SH SOLE 1848012 0 172366 FEDEX CORP COM 31428X106 298321 1242435 SH SOLE 1117197 0 125238 FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 281 90000 SH SOLE 90000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 46446 482301 SH SOLE 379498 0 102803 FIFTH THIRD BANCORP COM 316773100 174097 5483376 SH SOLE 5051496 0 431880 FIRST REP BK SAN FRANCISCO C COM 33616C100 244698 2642243 SH SOLE 2519012 0 123231 FISERV INC COM 337738108 7088 99396 SH SOLE 70674 0 28722 FLIR SYS INC COM 302445101 85388 1707422 SH SOLE 1623087 0 84335 FLOOR & DECOR HLDGS INC CL A 339750101 13064 250650 SH SOLE 181068 0 69582 FLUOR CORP NEW COM 343412102 304979 5329940 SH SOLE 4915364 0 414576 GARDNER DENVER HLDGS INC COM 36555P107 213776 6967934 SH SOLE 6386483 0 581451 GARTNER INC COM 366651107 103515 880081 SH SOLE 841926 0 38155 GCI LIBERTY INC COM CLASS A 36164V305 80966 1531699 SH SOLE 1441324 0 90375 GCP APPLIED TECHNOLOGIES INC COM 36164Y101 9308 320421 SH SOLE 310405 0 10016 GENTEX CORP COM 371901109 148018 6429955 SH SOLE 5922249 0 507706 GLAUKOS CORP COM 377322102 13053 423401 SH SOLE 305522 0 117879 GLOBAL PMTS INC COM 37940X102 582653 5224651 SH SOLE 4998052 0 226599 GOLDMAN SACHS GROUP INC COM 38141G104 58340 231638 SH SOLE 231638 0 0 GRANA Y MONTERO S A A SPONSORED ADR 38500P208 1908 627660 SH SOLE 627660 0 0 GRIFOLS S A SP ADR REP B NVT 398438408 49063 2314286 SH SOLE 2042936 0 271350 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 36396 553468 SH SOLE 553468 0 0 GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 47963 1580855 SH SOLE 1580855 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 331299 4098715 SH SOLE 3695488 0 403227 HALOZYME THERAPEUTICS INC COM 40637H109 33259 1697760 SH SOLE 1226434 0 471326 HARRIS CORP DEL COM 413875105 310575 1925688 SH SOLE 1776586 0 149102 HARRIS CORP DEL OPTIONS 413875105 6935 43000 SH Call SOLE 0 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 458627 4643387 SH SOLE 4366695 0 276692 HEALTHEQUITY INC COM 42226A107 32590 538314 SH SOLE 388861 0 149453 HEICO CORP NEW COM 422806109 33811 389480 SH SOLE 302313 0 87167 HESS CORP COM 42809H107 261595 5167810 SH SOLE 4886463 0 281347 HEXCEL CORP NEW COM 428291108 76417 1183108 SH SOLE 1131685 0 51423 HUBSPOT INC COM 443573100 109135 1007706 SH SOLE 880197 0 127509 IAC INTERACTIVECORP COM 44919P508 193579 1237873 SH SOLE 1140511 0 97362 ICICI BK LTD ADR 45104G104 36213 4091894 SH SOLE 4091894 0 0 IDEX CORP COM 45167R104 38058 267056 SH SOLE 192882 0 74174 INDUSTRIAL SELECT SECTOR SPDR FUND OPTIONS 81369Y704 4012 54000 SH Put SOLE 0 0 0 IHS MARKIT LTD SHS G47567105 1483091 30744011 SH SOLE 28536736 0 2207275 IMPAX LABORATORIES INC CONV BOND 45256BAE1 44615 45050000 PRN SOLE 0 0 45050000 IMPERIAL OIL LTD COM NEW 453038408 774081 29228813 SH SOLE 27621429 0 1607384 INTERCONTINENTAL EXCHANGE IN COM 45866F104 135998 1875324 SH SOLE 1610246 0 265078 INTERXION HOLDING N.V SHS N47279109 86070 1385768 SH SOLE 1175303 0 210465 IQIYI INC SPONSORED ADS 46267X108 1555 100000 SH SOLE 100000 0 0 ISHARES TR INDIA 50 ETF 464289529 6383 180522 SH SOLE 180522 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 165312 2794789 SH SOLE 2632946 0 161843 JD COM INC SPON ADR CL A 47215P106 232010 5730048 SH SOLE 5265936 0 464112 JOHN BEAN TECHNOLOGIES CORP COM 477839104 77071 679641 SH SOLE 489281 0 190360 JOHNSON & JOHNSON COM 478160104 309052 2411640 SH SOLE 2176005 0 235635 JPMORGAN CHASE & CO COM 46625H100 3217 29255 SH SOLE 29255 0 0 KIRBY CORP COM 497266106 129038 1676910 SH SOLE 1544163 0 132747 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC OPTIONS 499049104 1495 32500 SH Put SOLE 0 0 0 KROGER CO COM 501044101 151451 6326284 SH SOLE 5826010 0 500274 L3 TECHNOLOGIES INC COM 502413107 3334 16027 SH SOLE 16027 0 0 LAM RESEARCH CORP COM 512807108 144678 712138 SH SOLE 678784 0 33354 LAMB WESTON HLDGS INC COM 513272104 33189 570067 SH SOLE 449453 0 120614 LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 63200 1608963 SH SOLE 1518104 0 90859 LIBERTY GLOBAL PLC SHS CL A G5480U104 170724 5452707 SH SOLE 4839186 0 613521 LIBERTY GLOBAL PLC SHS CL C G5480U120 311126 10224307 SH SOLE 9082766 0 1141541 LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 223690 8887149 SH SOLE 8379133 0 508016 LKQ CORP COM 501889208 946277 24934833 SH SOLE 23420891 0 1513942 LOEWS CORP COM 540424108 90909 1828052 SH SOLE 1682970 0 145082 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 76040 719533 SH SOLE 719533 0 0 M & T BK CORP COM 55261F104 149835 812731 SH SOLE 748563 0 64168 MARSH & MCLENNAN COS INC COM 571748102 648428 7851174 SH SOLE 7087188 0 763986 MASTERCARD INCORPORATED CL A 57636Q104 35735 204013 SH SOLE 144817 0 59196 MATCH GROUP INC COM 57665R106 164966 3712108 SH SOLE 3301089 0 411019 MAXIM INTEGRATED PRODS INC COM 57772K101 178635 2966377 SH SOLE 2837722 0 128655 MEDTRONIC PLC SHS G5960L103 1805274 22504041 SH SOLE 20810308 0 1693733 MERCADOLIBRE INC COM 58733R102 29968 84089 SH SOLE 84089 0 0 MICROSOFT CORP COM 594918104 259121 2839056 SH SOLE 2561294 0 277762 MONOLITHIC PWR SYS INC COM 609839105 18694 161474 SH SOLE 116691 0 44783 MONSTER BEVERAGE CORP NEW COM 61174X109 158228 2765748 SH SOLE 2645015 0 120733 MOTOROLA SOLUTIONS INC COM NEW 620076307 201377 1912411 SH SOLE 1825487 0 86924 MRC GLOBAL INC COM 55345K103 16372 995851 SH SOLE 718580 0 277271 MULESOFT INC CL A 625207105 51410 1168949 SH SOLE 844447 0 324502 NEOGENOMICS INC COM NEW 64049M209 17630 2160489 SH SOLE 1557252 0 603237 NETEASE INC SPONSORED ADR 64110W102 310755 1108297 SH SOLE 986983 0 121314 NETEASE INC OPTIONS 64110W102 1682 6000 SH Call SOLE 0 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 163049 1966109 SH SOLE 1775450 0 190659 NEVRO CORP COM 64157F103 50943 587787 SH SOLE 421878 0 165909 NEW YORK TIMES CO CL A 650111107 38845 1611828 SH SOLE 1480305 0 131523 NEWS CORP NEW CL A 65249B109 167973 10631204 SH SOLE 10003012 0 628192 NIKE INC CL B 654106103 19528 293915 SH SOLE 293915 0 0 NOAH HLDGS LTD SPON ADS CL A 65487X102 5426 114924 SH SOLE 114924 0 0 NOBLE ENERGY INC COM 655044105 480396 15854643 SH SOLE 14672790 0 1181853 NORTHROP GRUMMAN CORP COM 666807102 6123 17537 SH SOLE 17537 0 0 NOVANTA INC COM 67000B104 39834 763830 SH SOLE 554093 0 209737 NUTRIEN LTD COM 67077M108 173561 3672481 SH SOLE 3504850 0 167631 OAKTREE CAP GROUP LLC UNIT CL A 674001201 44987 1136045 SH SOLE 1136045 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 66905 1029935 SH SOLE 1029935 0 0 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 50647 839914 SH SOLE 607698 0 232216 OMNICOM GROUP INC COM 681919106 118183 1626302 SH SOLE 1497592 0 128710 ORACLE CORP COM 68389X105 689752 15076556 SH SOLE 13745581 0 1330975 PAGSEGURO DIGITAL LTD COM CL A G68707101 11781 307445 SH SOLE 307445 0 0 PAYLOCITY HLDG CORP COM 70438V106 31780 620346 SH SOLE 447564 0 172782 PAYPAL HLDGS INC COM 70450Y103 9822 129455 SH SOLE 92057 0 37398 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 455110 32185974 SH SOLE 28313505 0 3872469 PIONEER NAT RES CO COM 723787107 386541 2250210 SH SOLE 2067534 0 182676 POLARIS INDS INC COM 731068102 58903 514350 SH SOLE 491961 0 22389 PRICESMART INC COM 741511109 14044 168091 SH SOLE 121245 0 46846 PROGRESSIVE CORP OHIO COM 743315103 1040769 17081390 SH SOLE 15868806 0 1212584 PROOFPOINT INC COM 743424103 329713 2901125 SH SOLE 2590418 0 310707 PTC INC COM 69370C100 23090 295985 SH SOLE 210260 0 85725 Q2 HLDGS INC COM 74736L109 75767 1663391 SH SOLE 1199435 0 463956 QUALCOMM INC COM 747525103 610316 11014540 SH SOLE 9950357 0 1064183 RAYTHEON CO COM NEW 755111507 51744 239753 SH SOLE 181058 0 58695 ROCKWELL COLLINS INC COM 774341101 74048 549113 SH SOLE 505540 0 43573 ROGERS CORP COM 775133101 27162 227224 SH SOLE 164141 0 63083 ROPER TECHNOLOGIES INC COM 776696106 254793 907738 SH SOLE 866391 0 41347 RSP PERMIAN INC COM 74978Q105 53186 1134521 SH SOLE 819596 0 314925 RYDER SYS INC COM 783549108 129167 1774516 SH SOLE 1634762 0 139754 S&P GLOBAL INC COM 78409V104 714077 3737447 SH SOLE 3491908 0 245539 SALESFORCE COM INC COM 79466L302 254627 2189395 SH SOLE 2017485 0 171910 SIMON PPTY GROUP INC NEW COM 828806109 40825 264496 SH SOLE 264496 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 11907 154560 SH SOLE 111647 0 42913 SKECHERS U S A INC CL A 830566105 152379 3918203 SH SOLE 3743411 0 174792 SMITH A O COM 831865209 110346 1735267 SH SOLE 1650674 0 84593 SPLUNK INC COM 848637104 3858 39216 SH SOLE 39216 0 0 STANLEY BLACK & DECKER INC COM 854502101 150867 984774 SH SOLE 938810 0 45964 STARBUCKS CORP COM 855244109 25363 438126 SH SOLE 438126 0 0 STATE STR CORP COM 857477103 532398 5338389 SH SOLE 4904727 0 433662 STORE CAP CORP COM 862121100 41329 1665134 SH SOLE 1533716 0 131418 SVB FINL GROUP COM 78486Q101 223782 932388 SH SOLE 849633 0 82755 SYNCHRONY FINL COM 87165B103 61964 1848011 SH SOLE 1848011 0 0 TABLEAU SOFTWARE INC CL A 87336U105 334369 4137208 SH SOLE 3833053 0 304155 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3841 39283 SH SOLE 39283 0 0 TAL ED GROUP SPONSORED ADS 874080104 50604 1364351 SH SOLE 1364351 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 290456 4903869 SH SOLE 4689570 0 214299 TE CONNECTIVITY LTD REG SHS H84989104 929969 9309002 SH SOLE 8823725 0 485277 TECHNIPFMC PLC COM G87110105 28917 981908 SH SOLE 933045 0 48863 TECHNOLOGY SELECT SECTOR SPDR FUND OPTIONS 81369Y803 4121 63000 SH Put SOLE 0 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND OPTIONS 81369Y803 4841 74000 SH Put SOLE 0 0 0 TEGNA INC COM 87901J105 34641 3041387 SH SOLE 2805000 0 236387 TELEDYNE TECHNOLOGIES INC COM 879360105 85145 454909 SH SOLE 354832 0 100077 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1216061 79170626 SH SOLE 73969706 0 5200920 TORCHMARK CORP COM 891027104 160619 1908267 SH SOLE 1757804 0 150463 TRANSUNION COM 89400J107 184260 3245154 SH SOLE 3099354 0 145800 TRIPADVISOR INC COM 896945201 126270 3088039 SH SOLE 2848826 0 239213 TWITTER INC COM 90184L102 54168 1867216 SH SOLE 1786125 0 81091 TYLER TECHNOLOGIES INC COM 902252105 58918 279287 SH SOLE 201386 0 77901 UNITED TECHNOLOGIES CORP COM 913017109 294450 2340244 SH SOLE 2164309 0 175935 VEEVA SYS INC CL A COM 922475108 393182 5384578 SH SOLE 4864640 0 519938 VERISK ANALYTICS INC COM 92345Y106 6256 60157 SH SOLE 60157 0 0 VIRTU FINL INC CL A 928254101 35056 1062304 SH SOLE 766992 0 295312 VISA INC COM CL A 92826C839 989226 8269734 SH SOLE 7637123 0 632611 VISTEON CORP COM NEW 92839U206 59194 536957 SH SOLE 387415 0 149542 VULCAN MATLS CO COM 929160109 86495 757594 SH SOLE 723116 0 34478 WABCO HLDGS INC COM 92927K102 238245 1779675 SH SOLE 1579863 0 199812 WABTEC CORP COM 929740108 154924 1903244 SH SOLE 1821378 0 81866 WASTE CONNECTIONS INC COM 94106B101 143980 2006975 SH SOLE 1910164 0 96811 WAYFAIR INC CL A 94419L101 79448 1176483 SH SOLE 1123237 0 53246 WEBSTER FINL CORP CONN COM 947890109 69288 1250688 SH SOLE 908835 0 341853 WELLS FARGO CO NEW COM 949746101 85719 1635549 SH SOLE 1499716 0 135833 WEST PHARMACEUTICAL SVSC INC COM 955306105 109997 1245865 SH SOLE 1186998 0 58867 WORKDAY INC CL A 98138H101 115554 909085 SH SOLE 869513 0 39572 WORLD FUEL SVCS CORP COM 981475106 77384 3152080 SH SOLE 2903583 0 248497 WORLD WRESTLING ENTMT INC CL A 98156Q108 14333 398022 SH SOLE 282463 0 115559 WORLDPAY INC CL A 981558109 217397 2643445 SH SOLE 2525067 0 118378 YANDEX N V SHS CLASS A N97284108 83053 2105282 SH SOLE 2004097 0 101185 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2783 128723 SH SOLE 128723 0 0 YUM CHINA HLDGS INC COM 98850P109 70834 1706851 SH SOLE 1706851 0 0 ZYNGA INC CL A 98986T108 139101 38005725 SH SOLE 34287595 0 3718130