ACI WORLDWIDE INC Equity 004498101 31587 1170325 SH SOLE 1146719 0 23606 ACUITY BRANDS INC Equity 00508Y102 26657 278430 SH SOLE 273445 0 4985 ALPHABET INC Equity 02079K107 932680 659786 SH SOLE 652369 0 7417 AMAZON COM INC Equity 023135106 902926 327287 SH SOLE 323710 0 3577 ANTHEM INC Equity 036752103 480330 1826490 SH SOLE 1803384 0 23106 BARNES GROUP INC Equity 067806109 1 30 SH SOLE 30 0 0 BOOKING HOLDINGS INC Equity 09857L108 18 11 SH SOLE 11 0 0 CARLISLE COS INC Equity 142339100 20111 168052 SH SOLE 164689 0 3363 CARLYLE GROUP INC Equity 14316J108 677750 24292103 SH SOLE 24017112 0 274991 CERENCE INC Equity 156727109 30615 749635 SH SOLE 734667 0 14968 COHERENT INC Equity 192479103 44927 343007 SH SOLE 335650 0 7357 CRANE CO Equity 224399105 29730 500006 SH SOLE 489685 0 10321 CREDIT ACCEP CORP MICH Equity 225310101 524330 1251354 SH SOLE 1235745 0 15609 CUSHMAN WAKEFIELD PLC Equity G2717B108 113206 9085563 SH SOLE 8926035 0 159528 CVS HEALTH CORP Equity 126650100 284829 4384010 SH SOLE 4329200 0 54810 ENERSYS Equity 29275Y102 46786 726720 SH SOLE 711622 0 15098 FACEBOOK INC Equity 30303M102 467759 2059975 SH SOLE 2034358 0 25617 GENERAL ELECTRIC CO Equity 369604103 80047 11719875 SH SOLE 11588937 0 130938 MILLER HERMAN INC Equity 600544100 36047 1526775 SH SOLE 1500378 0 26397 HILTON WORLDWIDE HLDGS INC Equity 43300A203 503879 6860170 SH SOLE 6788592 0 71578 ITURAN LOCATION AND CONTROL Equity M6158M104 40270 2513763 SH SOLE 2471964 0 41799 JONES LANG LASALLE INC Equity 48020Q107 500766 4840190 SH SOLE 4778555 0 61635 KKR & CO INC Equity 48251W104 840533 27219320 SH SOLE 26923437 0 295883 KNOLL INC Equity 498904200 33037 2710142 SH SOLE 2654418 0 55724 LITTELFUSE INC Equity 537008104 54888 321679 SH SOLE 315153 0 6526 MARCUS & MILLICHAP INC Equity 566324109 25777 893158 SH SOLE 874837 0 18321 MASTERCARD INCORPORATED Equity 57636Q104 873953 2955539 SH SOLE 2921685 0 33854 MICROSOFT CORP Equity 594918104 633398 3112366 SH SOLE 3078852 0 33514 NATIONAL OILWELL VARCO INC Equity 637071101 240568 19638173 SH SOLE 19431956 0 206217 NVIDIA CORPORATION Equity 67066G104 420705 1107382 SH SOLE 1095246 0 12136 ORACLE CORP Equity 68389X105 285924 5173224 SH SOLE 5111107 0 62117 PARK HOTELS RESORTS INC Equity 700517105 55140 5575326 SH SOLE 5474732 0 100594 QORVO INC Equity 74736K101 1034890 9362981 SH SOLE 9254446 0 108535 SALESFORCE COM INC Equity 79466L302 357174 1906655 SH SOLE 1884283 0 22372 SKYWORKS SOLUTIONS INC Equity 83088M102 931029 7281631 SH SOLE 7198470 0 83161 TIMKEN CO Equity 887389104 24447 537406 SH SOLE 525576 0 11830 TRANSDIGM GROUP INC Equity 893641100 458275 1036705 SH SOLE 1024121 0 12584 VIRTUS INVT PARTNERS INC Equity 92828Q109 49301 423953 SH SOLE 415295 0 8658 VISA INC Equity 92826C839 614315 3180179 SH SOLE 3144955 0 35224 WELBILT INC Equity 949090104 6 1000 SH SOLE 1000 0 0 WOODWARD INC Equity 980745103 8 100 SH SOLE 100 0 0 WYNDHAM HOTELS & RESORTS INC Equity 98311A105 20 472 SH SOLE 472 0 0