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