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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACI WORLDWIDE INCCommon Stock004498101139,0605,636,815SH SOLE 5,554,888081,927
ACTUANT CORPCommon Stock00508X20311,195381,441SH SOLE 381,44100
ACUITY BRANDS INCCommon Stock00508Y102102,932888,340SH SOLE 877,525010,815
AETNA INC NEWCommon Stock00817Y108393,0622,142,029SH SOLE 1,910,0330231,996
ALPHABET INCCommon Stock02079K107534,588479,172SH SOLE 429,629049,543
AMERISOURCEBERGEN CORPCommon Stock03073E105425,3684,988,485SH SOLE 4,434,8070553,678
ANTHEM INCCommon Stock036752103151,433636,193SH SOLE 562,765073,428
ASPEN INSURANCE HOLDINGS LTDCommon StockG0538410583,4282,049,823SH SOLE 2,028,759021,064
AUTOZONE INCCommon Stock053332102100149SH SOLE 14900
AXALTA COATING SYS LTDCommon StockG0750C108255SH SOLE 5500
AXIS CAPITAL HOLDINGS LTDCommon StockG0692U109432,8187,781,689SH SOLE 7,154,5190627,170
BANK NEW YORK MELLON CORPCommon Stock064058100424,4947,871,202SH SOLE 7,032,3340838,868
BROADCOM INCCommon Stock11135F101225,023927,394SH SOLE 816,7060110,688
CARDINAL HEALTH INCCommon Stock14149Y108531,087SH SOLE 1,08700
CARLISLE COS INCCommon Stock14233910049,083453,169SH SOLE 448,08905,080
CBRE GROUP INCCommon Stock12504L1098165SH SOLE 16500
CRANE COCommon Stock22439910527,576344,146SH SOLE 340,39903,747
CREDIT ACCEP CORP MICHCommon Stock22531010131,05087,862SH SOLE 86,67001,192
CVS HEALTH CORPCommon Stock126650100612,7899,522,744SH SOLE 8,534,9560987,788
DESPEGAR COM CORPCommon StockG2735810355,2762,635,944SH SOLE 2,607,436028,508
DONALDSON INCCommon Stock25765110919,009421,298SH SOLE 416,34204,956
EVEREST RE GROUP LTDCommon StockG3223R108421,9451,830,722SH SOLE 1,654,9870175,735
FACEBOOK INCCommon Stock30303M102265,3921,365,749SH SOLE 1,207,9500157,799
FORWARD AIR CORPCommon Stock34985310120,847352,853SH SOLE 349,00603,847
MILLER HERMAN INCCommon Stock60054410039,8001,174,053SH SOLE 1,160,201013,852
HILTON WORLDWIDE HLDGS INCCommon Stock43300A203389,0654,914,914SH SOLE 4,401,4910513,423
ITURAN LOCATION AND CONTROLCommon StockM6158M10482,0082,702,061SH SOLE 2,673,731028,330
JONES LANG LASALLE INCCommon Stock48020Q107131,464792,002SH SOLE 782,60009,402
KKR & CO L P DELCommon Stock48248M102388,74315,643,574SH SOLE 13,929,67301,713,901
LANDSTAR SYS INCCommon Stock5150981014,00936,708SH SOLE 36,3470361
MASTERCARD INCORPORATEDCommon Stock57636Q104560,7452,853,374SH SOLE 2,561,7470291,627
MCKESSON CORPCommon Stock58155Q103502,6643,768,099SH SOLE 3,379,3910388,708
MOODYS CORPCommon Stock61536910552,726309,137SH SOLE 267,218041,919
MSC INDL DIRECT INCCommon Stock55353010649,012577,630SH SOLE 568,38109,249
NATIONAL OILWELL VARCO INCCommon Stock637071101879,90420,274,296SH SOLE 18,098,91002,175,386
NAVIGATORS GROUP INCCommon Stock63890410250,425884,642SH SOLE 875,93308,709
NORTHERN TR CORPCommon Stock665859104259,5092,522,199SH SOLE 2,245,6320276,567
ORACLE CORPCommon Stock68389X1051,102,36025,019,520SH SOLE 22,472,37902,547,141
O REILLY AUTOMOTIVE INC NEWCommon Stock67103H10776278SH SOLE 27800
OUTFRONT MEDIA INCCommon Stock69007J10623,9521,231,447SH SOLE 1,220,467010,980
PARKER HANNIFIN CORPCommon Stock701094104495,3213,178,193SH SOLE 2,842,4500335,743
QORVO INCCommon Stock74736K101625,1747,798,102SH SOLE 6,957,2770840,825
S&P GLOBAL INCCommon Stock78409V104232,3801,139,734SH SOLE 1,001,3210138,413
SABRE CORPCommon Stock78573M10484,5443,431,149SH SOLE 3,384,436046,713
SKYWORKS SOLUTIONS INCCommon Stock83088M102636,1296,581,779SH SOLE 5,856,6360725,143
SLEEP NUMBER CORPCommon Stock83125X103144,3594,974,464SH SOLE 4,916,372058,092
SOTHEBYSCommon Stock83589810738,928716,378SH SOLE 709,03807,340
STATE STR CORPCommon Stock857477103460,9854,952,036SH SOLE 4,445,3460506,690
TEMPUR SEALY INTL INCCommon Stock88023U10164,8081,348,756SH SOLE 1,334,368014,388
TERADYNE INCCommon Stock880770102160,4914,215,694SH SOLE 3,722,8410492,853
TUPPERWARE BRANDS CORPCommon Stock89989610440,885991,383SH SOLE 980,180011,203
UNITED PARCEL SERVICE INCCommon Stock911312106308,0562,899,895SH SOLE 2,568,4920331,403
VERSUM MATLS INCCommon Stock92532W10320,762558,867SH SOLE 552,56806,299
VIRTUS INVT PARTNERS INCCommon Stock92828Q10969,475533,272SH SOLE 530,56402,708
VISA INCCommon Stock92826C839503,5763,802,012SH SOLE 3,370,1770431,835
WESCO INTL INCCommon Stock95082P10555,892978,838SH SOLE 967,531011,307
WOODWARD INCCommon Stock98074510342,813557,028SH SOLE 551,13305,895