ABM INDS INC Equity 000957100 30973 844862 SH SOLE 827802 0 17060 ACI WORLDWIDE INC Equity 004498101 29180 1116718 SH SOLE 1094674 0 22044 ACUITY BRANDS INC Equity 00508Y102 26632 260209 SH SOLE 255224 0 4985 ALPHABET INC Equity 02079K107 628808 427877 SH SOLE 423180 0 4697 AMAZON COM INC Equity 023135106 881739 280030 SH SOLE 276882 0 3148 ANTHEM INC Equity 036752103 492187 1832485 SH SOLE 1810205 0 22280 CARLISLE COS INC Equity 142339100 26051 212886 SH SOLE 208474 0 4412 CARLYLE GROUP INC Equity 14316J108 605149 24529738 SH SOLE 24249243 0 280495 CERENCE INC Equity 156727109 13976 285991 SH SOLE 279899 0 6092 COHERENT INC Equity 192479103 37473 337805 SH SOLE 330448 0 7357 COLLIERS INTL GROUP INC Equity 194693107 37857 567658 SH SOLE 555133 0 12525 COSTAR GROUP INC Equity 22160N109 388997 458447 SH SOLE 452950 0 5497 CRANE CO Equity 224399105 5923 118145 SH SOLE 118145 0 0 CREDIT ACCEP CORP MICH Equity 225310101 537892 1588388 SH SOLE 1568933 0 19455 CURTISS WRIGHT CORP Equity 231561101 32415 347579 SH SOLE 340267 0 7312 CUSHMAN WAKEFIELD PLC Equity G2717B108 108025 10278350 SH SOLE 10106592 0 171758 CVS HEALTH CORP Equity 126650100 178228 3051845 SH SOLE 3016584 0 35261 ENERSYS Equity 29275Y102 49666 739964 SH SOLE 724866 0 15098 FACEBOOK INC Equity 30303M102 508852 1942923 SH SOLE 1919124 0 23799 GENERAL ELECTRIC CO Equity 369604103 405670 65115567 SH SOLE 64355956 0 759611 HEICO CORP NEW Equity 422806208 188288 2123714 SH SOLE 2097589 0 26125 MILLER HERMAN INC Equity 600544100 36116 1197485 SH SOLE 1176601 0 20884 HILTON WORLDWIDE HLDGS INC Equity 43300A203 527598 6183758 SH SOLE 6114897 0 68861 ITURAN LOCATION AND CONTROL Equity M6158M104 35151 2525250 SH SOLE 2483451 0 41799 JONES LANG LASALLE INC Equity 48020Q107 474255 4957714 SH SOLE 4894533 0 63181 KKR & CO INC Equity 48251W104 885616 25789638 SH SOLE 25508508 0 281130 KNOLL INC Equity 498904200 29592 2453722 SH SOLE 2407851 0 45871 LITTELFUSE INC Equity 537008104 53085 299340 SH SOLE 293490 0 5850 MARCUS & MILLICHAP INC Equity 566324109 25 898 SH SOLE 898 0 0 MASTERCARD INCORPORATED Equity 57636Q104 979196 2895575 SH SOLE 2862144 0 33431 MICROSOFT CORP Equity 594918104 609219 2896490 SH SOLE 2864604 0 31886 ORACLE CORP Equity 68389X105 36645 613812 SH SOLE 601469 0 12343 PARK HOTELS RESORTS INC Equity 700517105 56630 5668709 SH SOLE 5568115 0 100594 QORVO INC Equity 74736K101 1009913 7828179 SH SOLE 7739975 0 88204 SALESFORCE COM INC Equity 79466L302 450536 1792678 SH SOLE 1771706 0 20972 SKYWORKS SOLUTIONS INC Equity 83088M102 883922 6075067 SH SOLE 6006663 0 68404 TIMKEN CO Equity 887389104 16911 311901 SH SOLE 305281 0 6620 TRANSDIGM GROUP INC Equity 893641100 886780 1866434 SH SOLE 1845648 0 20786 VIRTUS INVT PARTNERS INC Equity 92828Q109 49919 360038 SH SOLE 352050 0 7988 VISA INC Equity 92826C839 623288 3116906 SH SOLE 3081747 0 35159