ACI WORLDWIDE INC Common Stocks 004498101 178369 8579551 SH SOLE 8366362 0 213189 ACTUANT CORP Common Stocks 00508X203 40201 1626912 SH SOLE 1607415 0 19497 AETNA INC NEW Common Stocks 00817Y108 168905 1503380 SH SOLE 1336488 0 166892 ANTHEM INC Common Stocks 036752103 359509 2586585 SH SOLE 2306786 0 279799 APPLE INC Common Stocks 037833100 79732 731557 SH SOLE 645128 0 86429 ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 121969 2556995 SH SOLE 2507926 0 49069 AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 450356 8120386 SH SOLE 7373977 0 746409 BANK NEW YORK MELLON CORP Common Stocks 064058100 335884 9119839 SH SOLE 8202887 0 916952 BOEING CO Common Stocks 097023105 493228 3885522 SH SOLE 3474943 0 410579 CHECK POINT SOFTWARE TECH LT Common Stocks M22465104 91077 1041239 SH SOLE 911690 0 129549 CISCO SYS INC Common Stocks 17275R102 432774 15201066 SH SOLE 13613526 0 1587540 CRANE CO Common Stocks 224399105 55820 1036395 SH SOLE 1022847 0 13548 CURTISS WRIGHT CORP Common Stocks 231561101 20078 265330 SH SOLE 261918 0 3412 DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 512001 18963010 SH SOLE 17050999 0 1912011 DISNEY WALT CO Common Stocks 254687106 171438 1726293 SH SOLE 1568178 0 158115 DONALDSON INC Common Stocks 257651109 20282 635607 SH SOLE 628827 0 6780 DOVER CORP Common Stocks 260003108 293932 4569135 SH SOLE 4087820 0 481315 EATON VANCE CORP Common Stocks 278265103 68244 2035908 SH SOLE 2010663 0 25245 ENERSYS Common Stocks 29275Y102 91585 1643668 SH SOLE 1615345 0 28323 EVEREST RE GROUP LTD Common Stocks G3223R108 374713 1897954 SH SOLE 1710425 0 187529 FORWARD AIR CORP Common Stocks 349853101 47771 1054079 SH SOLE 1040836 0 13243 FOSSIL GROUP INC Common Stocks 34988V106 495364 11151818 SH SOLE 10285453 0 866365 FRANKLIN RES INC Common Stocks 354613101 555253 14218015 SH SOLE 12807564 0 1410451 MILLER HERMAN INC Common Stocks 600544100 19968 646424 SH SOLE 638523 0 7901 HILTON WORLDWIDE HLDGS INC Common Stocks 43300A104 251490 11167435 SH SOLE 10072527 0 1094908 INTERCONTINENTAL HOTELS GROU Common Stocks 45857P509 135170 3275273 SH SOLE 2928302 0 346971 ITURAN LOCATION AND CONTROL Common Stocks M6158M104 58839 2994368 SH SOLE 2955414 0 38954 LA QUINTA HLDGS INC Common Stocks 50420D108 77766 6221289 SH SOLE 6131652 0 89637 LINCOLN ELEC HLDGS INC Common Stocks 533900106 18913 322916 SH SOLE 322916 0 0 LINDSAY CORP Common Stocks 535555106 73477 1026073 SH SOLE 1008354 0 17719 MASTERCARD INC Common Stocks 57636Q104 381717 4039335 SH SOLE 3630634 0 408701 MSC INDL DIRECT INC Common Stocks 553530106 29561 387385 SH SOLE 382635 0 4750 NATIONAL OILWELL VARCO INC Common Stocks 637071101 600297 19302165 SH SOLE 17268436 0 2033729 NAVIGANT CONSULTING INC Common Stocks 63935N107 24513 1550490 SH SOLE 1537136 0 13354 NAVIGATORS GROUP INC Common Stocks 638904102 89254 1064199 SH SOLE 1050080 0 14119 NU SKIN ENTERPRISES INC Common Stocks 67018T105 100212 2619928 SH SOLE 2570240 0 49688 ORACLE CORP Common Stocks 68389X105 966751 23631169 SH SOLE 21309590 0 2321579 PARKER HANNIFIN CORP Common Stocks 701094104 814880 7335977 SH SOLE 6600659 0 735318 QUALCOMM INC Common Stocks 747525103 277070 5417886 SH SOLE 4880864 0 537022 SAFETY INS GROUP INC Common Stocks 78648T100 38275 670791 SH SOLE 662229 0 8562 STATE STR CORP Common Stocks 857477103 441862 7550610 SH SOLE 6786726 0 763884 PRICE T ROWE GROUP INC Common Stocks 74144T108 178278 2426864 SH SOLE 2156278 0 270586 TIMKEN CO Common Stocks 887389104 40200 1200353 SH SOLE 1185730 0 14623 THERMON GROUP HLDGS INC Common Stocks 88362T103 46025 2621033 SH SOLE 2595358 0 25675 TIME WARNER INC Common Stocks 887317303 177387 2445030 SH SOLE 2180987 0 264043 TUPPERWARE BRANDS CORP Common Stocks 899896104 37769 651416 SH SOLE 643377 0 8039 UNITED TECHNOLOGIES CORP Common Stocks 913017109 259957 2596972 SH SOLE 2322754 0 274218 VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 64498 825731 SH SOLE 816999 0 8732 VISA INC Common Stocks 92826C839 384115 5022433 SH SOLE 4507690 0 514743 WOODWARD INC Common Stocks 980745103 80839 1553990 SH SOLE 1536137 0 17853 MARKEL CORP Common Stocks 570535104 123 138 SH SOLE 138 0 0 MICROSOFT CORP Common Stocks 594918104 72 1300 SH SOLE 1300 0 0 PIONEER NAT RES CO Common Stocks 723787107 45 320 SH SOLE 320 0 0 POPEYES LA KITCHEN INC Common Stocks 732872106 57 1090 SH SOLE 1090 0 0 ZAYO GROUP HLDGS INC Common Stocks 98919V105 49 2015 SH SOLE 2015 0 0