The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC Common Stocks 004498101 170,662 8,080,610 SH   SOLE   7,761,406 0 319,204
ACTUANT CORP Common Stocks 00508X203 28,477 1,548,503 SH   SOLE   1,528,829 0 19,674
AETNA INC NEW Common Stocks 00817Y108 288,006 2,632,361 SH   SOLE   2,338,519 0 293,842
ANTHEM INC Common Stocks 036752103 212,264 1,516,171 SH   SOLE   1,367,793 0 148,378
APPLE INC Common Stocks 037833100 76,912 697,299 SH   SOLE   616,725 0 80,574
ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 105,583 2,272,073 SH   SOLE   2,228,955 0 43,118
AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 421,604 7,848,166 SH   SOLE   7,143,337 0 704,829
BANK NEW YORK MELLON CORP Common Stocks 064058100 255,668 6,530,478 SH   SOLE   5,807,074 0 723,404
BOEING CO Common Stocks 097023105 344,355 2,629,669 SH   SOLE   2,358,661 0 271,008
CHECK POINT SOFTWARE TECH LT Common Stocks M22465104 87,018 1,096,907 SH   SOLE   975,781 0 121,126
CISCO SYS INC Common Stocks 17275R102 331,659 12,634,613 SH   SOLE   11,329,937 0 1,304,676
CORE LABORATORIES N V Common Stocks N22717107 17,082 171,164 SH   SOLE   168,799 0 2,365
CRANE CO Common Stocks 224399105 33,419 716,988 SH   SOLE   707,773 0 9,215
CURTISS WRIGHT CORP Common Stocks 231561101 35,169 563,433 SH   SOLE   556,203 0 7,230
DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 447,681 18,430,679 SH   SOLE   16,547,459 0 1,883,220
DISNEY WALT CO Common Stocks 254687106 156,919 1,535,412 SH   SOLE   1,372,887 0 162,525
DONALDSON INC Common Stocks 257651109 40,207 1,431,860 SH   SOLE   1,412,844 0 19,016
DOVER CORP Common Stocks 260003108 292,352 5,112,840 SH   SOLE   4,582,679 0 530,161
EATON VANCE CORP Common Stocks 278265103 64,375 1,926,249 SH   SOLE   1,903,437 0 22,812
ENERSYS Common Stocks 29275Y102 91,469 1,707,139 SH   SOLE   1,678,816 0 28,323
EVEREST RE GROUP LTD Common Stocks G3223R108 351,252 2,026,374 SH   SOLE   1,845,253 0 181,121
F5 NETWORKS INC Common Stocks 315616102 282,639 2,440,746 SH   SOLE   2,175,224 0 265,522
FORWARD AIR CORP Common Stocks 349853101 31,470 758,504 SH   SOLE   748,551 0 9,953
FOSSIL GROUP INC Common Stocks 34988V106 484,663 8,673,284 SH   SOLE   7,983,261 0 690,023
FRANKLIN RES INC Common Stocks 354613101 499,760 13,412,776 SH   SOLE   12,033,279 0 1,379,497
GRACO INC Common Stocks 384109104 23,088 344,445 SH   SOLE   339,116 0 5,329
HENRY JACK & ASSOC INC Common Stocks 426281101 21,225 304,913 SH   SOLE   300,986 0 3,927
MILLER HERMAN INC Common Stocks 600544100 21,028 729,113 SH   SOLE   720,037 0 9,076
HONEYWELL INTL INC Common Stocks 438516106 79,756 842,288 SH   SOLE   745,108 0 97,180
ITURAN LOCATION AND CONTROL Common Stocks M6158M104 53,788 2,618,716 SH   SOLE   2,587,808 0 30,908
LINCOLN ELEC HLDGS INC Common Stocks 533900106 36,183 690,112 SH   SOLE   683,780 0 6,332
LINDSAY CORP Common Stocks 535555106 66,192 976,428 SH   SOLE   958,709 0 17,719
MASTERCARD INC Common Stocks 57636Q104 366,782 4,069,935 SH   SOLE   3,660,672 0 409,263
MICROSOFT CORP Common Stocks 594918104 251,682 5,686,427 SH   SOLE   5,068,148 0 618,279
MSC INDL DIRECT INC Common Stocks 553530106 257,126 4,213,116 SH   SOLE   3,837,641 0 375,475
NASDAQ OMX GROUP INC Common Stocks 631103108 18,147 340,285 SH   SOLE   335,993 0 4,292
NATIONAL OILWELL VARCO INC Common Stocks 637071101 429,338 11,403,387 SH   SOLE   10,257,655 0 1,145,732
NAVIGANT CONSULTING INC Common Stocks 63935N107 39,164 2,461,578 SH   SOLE   2,430,518 0 31,060
NAVIGATORS GROUP INC Common Stocks 638904102 91,017 1,167,181 SH   SOLE   1,152,181 0 15,000
NORDSON CORP Common Stocks 655663102 36,217 575,418 SH   SOLE   568,069 0 7,349
NU SKIN ENTERPRISES INC Common Stocks 67018T105 115,335 2,793,956 SH   SOLE   2,740,400 0 53,556
ORACLE CORP Common Stocks 68389X105 842,899 23,336,085 SH   SOLE   20,994,901 0 2,341,184
PARKER HANNIFIN CORP Common Stocks 701094104 704,484 7,240,325 SH   SOLE   6,503,990 0 736,335
QUALCOMM INC Common Stocks 747525103 263,897 4,911,529 SH   SOLE   4,422,896 0 488,633
SAFETY INS GROUP INC Common Stocks 78648T100 35,276 651,447 SH   SOLE   642,885 0 8,562
STATE STR CORP Common Stocks 857477103 314,377 4,677,527 SH   SOLE   4,189,090 0 488,437
PRICE T ROWE GROUP INC Common Stocks 74144T108 216,520 3,115,392 SH   SOLE   2,811,638 0 303,754
TIMKEN CO Common Stocks 887389104 63,536 2,311,228 SH   SOLE   2,282,751 0 28,477
THERMON GROUP HLDGS INC Common Stocks 88362T103 43,787 2,130,767 SH   SOLE   2,104,262 0 26,505
TIME WARNER INC Common Stocks 887317303 73,202 1,064,768 SH   SOLE   945,791 0 118,977
TUPPERWARE BRANDS CORP Common Stocks 899896104 105,536 2,132,481 SH   SOLE   2,093,653 0 38,828
VERIZON COMMUNICATIONS INC Common Stocks 92343V104 109,904 2,525,956 SH   SOLE   2,230,883 0 295,073
VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 53,450 531,836 SH   SOLE   525,233 0 6,603
VISA INC Common Stocks 92826C839 364,238 5,228,785 SH   SOLE   4,705,612 0 523,173
WOODWARD INC Common Stocks 980745103 71,535 1,757,617 SH   SOLE   1,735,738 0 21,879