The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 15,245 | 275,180 | SH | SOLE | 249,070 | 0 | 26,110 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 20,149 | 81,260 | SH | SOLE | 73,610 | 0 | 7,650 | ||
AGREE REALTY CORP | COM | 008492100 | 2,203 | 45,700 | SH | SOLE | 37,130 | 0 | 8,570 | ||
AKORN INC | COM | 009728106 | 14,225 | 499,420 | SH | SOLE | 456,870 | 0 | 42,550 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 9,540 | 81,715 | SH | SOLE | 54,125 | 0 | 27,590 | ||
ALLERGAN PLC | SHS | G0177J108 | 19,757 | 85,502 | SH | SOLE | 58,322 | 0 | 27,180 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 30,878 | 43,888 | SH | SOLE | 29,853 | 0 | 14,035 | ||
AMAZON COM INC | COM | 023135106 | 15,025 | 20,995 | SH | SOLE | 13,765 | 0 | 7,230 | ||
AMEDISYS INC | COM | 023436108 | 4,160 | 82,430 | SH | SOLE | 67,270 | 0 | 15,160 | ||
AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 12,577 | 237,890 | SH | SOLE | 223,400 | 0 | 14,490 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 4,963 | 43,690 | SH | SOLE | 43,690 | 0 | 0 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 13,646 | 161,480 | SH | SOLE | 149,030 | 0 | 12,450 | ||
AMETEK INC NEW | COM | 031100100 | 6,701 | 144,950 | SH | SOLE | 144,950 | 0 | 0 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 9,473 | 236,990 | SH | SOLE | 193,420 | 0 | 43,570 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 5,177 | 90,300 | SH | SOLE | 90,300 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 4,387 | 82,370 | SH | SOLE | 82,370 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 3,764 | 66,460 | SH | SOLE | 66,460 | 0 | 0 | ||
APOGEE ENTERPRISES INC | COM | 037598109 | 8,109 | 174,980 | SH | SOLE | 142,890 | 0 | 32,090 | ||
APPLIED MATLS INC | COM | 038222105 | 12,976 | 541,280 | SH | SOLE | 366,660 | 0 | 174,620 | ||
ARGO GROUP INTL HLDGS LTD | COM | G0464B107 | 2,477 | 47,721 | SH | SOLE | 38,730 | 0 | 8,991 | ||
ASTEC INDS INC | COM | 046224101 | 6,588 | 117,320 | SH | SOLE | 96,060 | 0 | 21,260 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 4,819 | 181,590 | SH | SOLE | 169,060 | 0 | 12,530 | ||
BANK OF THE OZARKS INC | COM | 063904106 | 12,219 | 325,660 | SH | SOLE | 295,880 | 0 | 29,780 | ||
BLACKROCK INC | COM | 09247X101 | 5,291 | 15,450 | SH | SOLE | 15,450 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 22,181 | 949,120 | SH | SOLE | 752,450 | 0 | 196,670 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 13,313 | 181,010 | SH | SOLE | 127,060 | 0 | 53,950 | ||
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 14,483 | 547,350 | SH | SOLE | 506,670 | 0 | 40,680 | ||
BRUNSWICK CORP | COM | 117043109 | 14,857 | 327,820 | SH | SOLE | 298,080 | 0 | 29,740 | ||
BURLINGTON STORES INC | COM | 122017106 | 10,859 | 162,800 | SH | SOLE | 147,660 | 0 | 15,140 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 5,795 | 238,500 | SH | SOLE | 215,750 | 0 | 22,750 | ||
CALLON PETE CO DEL | COM | 13123X102 | 18,350 | 1,633,960 | SH | SOLE | 1,333,430 | 0 | 300,530 | ||
CASEYS GEN STORES INC | COM | 147528103 | 25,463 | 193,620 | SH | SOLE | 175,250 | 0 | 18,370 | ||
CBRE GROUP INC | CL A | 12504L109 | 29,283 | 1,105,850 | SH | SOLE | 1,009,050 | 0 | 96,800 | ||
CBS CORP NEW | CL B | 124857202 | 12,198 | 224,020 | SH | SOLE | 160,490 | 0 | 63,530 | ||
CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 2,973 | 27,960 | SH | SOLE | 19,810 | 0 | 8,150 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 3,948 | 38,368 | SH | SOLE | 38,368 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 7,307 | 61,250 | SH | SOLE | 52,790 | 0 | 8,460 | ||
CINTAS CORP | COM | 172908105 | 3,446 | 35,120 | SH | SOLE | 35,120 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 7,963 | 187,839 | SH | SOLE | 142,379 | 0 | 45,460 | ||
CME GROUP INC | COM | 12572Q105 | 7,758 | 79,650 | SH | SOLE | 62,000 | 0 | 17,650 | ||
COACH INC | COM | 189754104 | 22,697 | 557,100 | SH | SOLE | 470,680 | 0 | 86,420 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,194 | 110,350 | SH | SOLE | 71,610 | 0 | 38,740 | ||
COMFORT SYS USA INC | COM | 199908104 | 6,406 | 196,680 | SH | SOLE | 160,620 | 0 | 36,060 | ||
CONCHO RES INC | COM | 20605P101 | 33,125 | 277,740 | SH | SOLE | 243,750 | 0 | 33,990 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 11,435 | 69,130 | SH | SOLE | 55,610 | 0 | 13,520 | ||
CONTINENTAL RESOURCES INC | COM | 212015101 | 10,774 | 238,000 | SH | SOLE | 166,400 | 0 | 71,600 | ||
CORE LABORATORIES N V | COM | N22717107 | 4,596 | 37,100 | SH | SOLE | 26,160 | 0 | 10,940 | ||
COSTAR GROUP INC | COM | 22160N109 | 19,939 | 91,190 | SH | SOLE | 83,520 | 0 | 7,670 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 15,563 | 99,100 | SH | SOLE | 67,100 | 0 | 32,000 | ||
CRAY INC | COM NEW | 225223304 | 1,974 | 65,930 | SH | SOLE | 54,130 | 0 | 11,800 | ||
CUBESMART | COM | 229663109 | 8,148 | 263,890 | SH | SOLE | 215,380 | 0 | 48,510 | ||
DEAN FOODS CO NEW | COM NEW | 242370203 | 7,408 | 409,490 | SH | SOLE | 332,510 | 0 | 76,980 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 12,713 | 349,010 | SH | SOLE | 249,450 | 0 | 99,560 | ||
DOLLAR TREE INC | COM | 256746108 | 15,579 | 165,310 | SH | SOLE | 151,170 | 0 | 14,140 | ||
DOVER CORP | COM | 260003108 | 11,999 | 173,070 | SH | SOLE | 112,400 | 0 | 60,670 | ||
DYCOM INDS INC | COM | 267475101 | 13,615 | 151,670 | SH | SOLE | 130,300 | 0 | 21,370 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 10,957 | 466,400 | SH | SOLE | 422,260 | 0 | 44,140 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 19,276 | 249,850 | SH | SOLE | 226,420 | 0 | 23,430 | ||
ENDO INTL PLC | SHS | G30401106 | 2,756 | 176,790 | SH | SOLE | 137,510 | 0 | 39,280 | ||
ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 13,068 | 515,070 | SH | SOLE | 466,620 | 0 | 48,450 | ||
EOG RES INC | COM | 26875P101 | 4,949 | 59,320 | SH | SOLE | 42,660 | 0 | 16,660 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 29,870 | 77,040 | SH | SOLE | 70,030 | 0 | 7,010 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 9,202 | 133,010 | SH | SOLE | 120,910 | 0 | 12,100 | ||
EVERCORE PARTNERS INC | CLASS A | 29977A105 | 8,347 | 188,910 | SH | SOLE | 153,620 | 0 | 35,290 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 19,591 | 211,700 | SH | SOLE | 199,680 | 0 | 12,020 | ||
FACEBOOK INC | CL A | 30303M102 | 22,783 | 199,365 | SH | SOLE | 136,385 | 0 | 62,980 | ||
FIESTA RESTAURANT GROUP INC | COM | 31660B101 | 2,760 | 126,540 | SH | SOLE | 103,140 | 0 | 23,400 | ||
FINISAR CORP | COM NEW | 31787A507 | 5,901 | 336,990 | SH | SOLE | 275,910 | 0 | 61,080 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 6,297 | 90,000 | SH | SOLE | 82,030 | 0 | 7,970 | ||
FORTINET INC | COM | 34959E109 | 10,664 | 337,590 | SH | SOLE | 305,450 | 0 | 32,140 | ||
GARTNER INC | COM | 366651107 | 8,147 | 83,630 | SH | SOLE | 75,690 | 0 | 7,940 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 5,828 | 127,470 | SH | SOLE | 103,940 | 0 | 23,530 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 9,558 | 64,330 | SH | SOLE | 43,010 | 0 | 21,320 | ||
GRANITE CONSTR INC | COM | 387328107 | 5,246 | 115,170 | SH | SOLE | 93,990 | 0 | 21,180 | ||
HALLIBURTON CO | COM | 406216101 | 6,536 | 144,310 | SH | SOLE | 73,720 | 0 | 70,590 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 26,657 | 765,560 | SH | SOLE | 652,440 | 0 | 113,120 | ||
HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 11,895 | 367,770 | SH | SOLE | 365,770 | 0 | 2,000 | ||
HELEN OF TROY CORP LTD | COM | G4388N106 | 10,505 | 102,150 | SH | SOLE | 92,460 | 0 | 9,690 | ||
HERITAGE FINL CORP WASH | COM | 42722X106 | 3,237 | 184,210 | SH | SOLE | 149,520 | 0 | 34,690 | ||
HOME DEPOT INC | COM | 437076102 | 21,705 | 169,970 | SH | SOLE | 120,670 | 0 | 49,300 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 4,022 | 137,790 | SH | SOLE | 112,380 | 0 | 25,410 | ||
INCYTE CORP | COM | 45337C102 | 4,247 | 53,100 | SH | SOLE | 48,050 | 0 | 5,050 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 19,481 | 305,920 | SH | SOLE | 237,970 | 0 | 67,950 | ||
INTEL CORP | COM | 458140100 | 11,134 | 339,480 | SH | SOLE | 235,240 | 0 | 104,240 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 20,098 | 78,520 | SH | SOLE | 63,150 | 0 | 15,370 | ||
INTERSIL CORP | CL A | 46069S109 | 5,760 | 425,420 | SH | SOLE | 347,680 | 0 | 77,740 | ||
INVESCO LTD | SHS | G491BT108 | 5,683 | 222,490 | SH | SOLE | 206,680 | 0 | 15,810 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 3,598 | 154,490 | SH | SOLE | 126,010 | 0 | 28,480 | ||
JETBLUE AIRWAYS CORP | COM | 477143101 | 13,946 | 842,130 | SH | SOLE | 758,740 | 0 | 83,390 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 11,516 | 127,840 | SH | SOLE | 118,190 | 0 | 9,650 | ||
LAM RESEARCH CORP | COM | 512807108 | 14,518 | 172,720 | SH | SOLE | 156,660 | 0 | 16,060 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 9,102 | 99,974 | SH | SOLE | 77,014 | 0 | 22,960 | ||
LAZARD LTD | SHS A | G54050102 | 1,861 | 62,510 | SH | SOLE | 61,760 | 0 | 750 | ||
LENNAR CORP | CL A | 526057104 | 16,761 | 363,560 | SH | SOLE | 333,900 | 0 | 29,660 | ||
LENNOX INTL INC | COM | 526107107 | 6,006 | 42,120 | SH | SOLE | 38,330 | 0 | 3,790 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 7,320 | 311,460 | SH | SOLE | 288,090 | 0 | 23,370 | ||
LOUISIANA PAC CORP | COM | 546347105 | 3,198 | 184,250 | SH | SOLE | 149,140 | 0 | 35,110 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 6,946 | 287,000 | SH | SOLE | 234,090 | 0 | 52,910 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 13,260 | 402,050 | SH | SOLE | 369,240 | 0 | 32,810 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 8,360 | 126,400 | SH | SOLE | 103,080 | 0 | 23,320 | ||
MASTERCARD INC | CL A | 57636Q104 | 9,001 | 102,220 | SH | SOLE | 79,290 | 0 | 22,930 | ||
MEDIVATION INC | COM | 58501N101 | 7,916 | 131,300 | SH | SOLE | 120,670 | 0 | 10,630 | ||
MEDNAX INC | COM | 58502B106 | 27,804 | 383,880 | SH | SOLE | 347,320 | 0 | 36,560 | ||
MERCURY SYS INC | COM | 589378108 | 6,313 | 253,890 | SH | SOLE | 208,370 | 0 | 45,520 | ||
MICROSOFT CORP | COM | 594918104 | 7,970 | 155,760 | SH | SOLE | 155,760 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 6,346 | 55,060 | SH | SOLE | 55,060 | 0 | 0 | ||
MINERALS TECHNOLOGIES INC | COM | 603158106 | 4,897 | 86,220 | SH | SOLE | 70,100 | 0 | 16,120 | ||
MOHAWK INDS INC | COM | 608190104 | 51,793 | 272,940 | SH | SOLE | 235,550 | 0 | 37,390 | ||
MONMOUTH REAL ESTATE INVT CO | CL A | 609720107 | 10,605 | 799,740 | SH | SOLE | 652,720 | 0 | 147,020 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 12,473 | 77,610 | SH | SOLE | 54,780 | 0 | 22,830 | ||
NATUS MEDICAL INC DEL | COM | 639050103 | 5,268 | 139,340 | SH | SOLE | 113,500 | 0 | 25,840 | ||
NEWELL BRANDS INC | COM | 651229106 | 19,593 | 403,400 | SH | SOLE | 330,580 | 0 | 72,820 | ||
NEWFIELD EXPL CO | COM | 651290108 | 40,996 | 927,950 | SH | SOLE | 852,620 | 0 | 75,330 | ||
NIKE INC | CL B | 654106103 | 7,744 | 140,280 | SH | SOLE | 107,890 | 0 | 32,390 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 6,738 | 169,110 | SH | SOLE | 138,850 | 0 | 30,260 | ||
NUCOR CORP | COM | 670346105 | 11,044 | 223,510 | SH | SOLE | 171,070 | 0 | 52,440 | ||
NUVASIVE INC | COM | 670704105 | 16,187 | 271,030 | SH | SOLE | 245,330 | 0 | 25,700 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 3,776 | 13,930 | SH | SOLE | 13,930 | 0 | 0 | ||
OLD REP INTL CORP | COM | 680223104 | 5,259 | 272,660 | SH | SOLE | 258,860 | 0 | 13,800 | ||
ON ASSIGNMENT INC | COM | 682159108 | 5,819 | 157,470 | SH | SOLE | 127,880 | 0 | 29,590 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 12,025 | 1,363,410 | SH | SOLE | 1,233,820 | 0 | 129,590 | ||
OSI SYSTEMS INC | COM | 671044105 | 6,940 | 119,370 | SH | SOLE | 97,310 | 0 | 22,060 | ||
OXFORD INDS INC | COM | 691497309 | 4,605 | 81,310 | SH | SOLE | 66,400 | 0 | 14,910 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 20,004 | 163,115 | SH | SOLE | 138,935 | 0 | 24,180 | ||
PERRIGO CO PLC | SHS | G97822103 | 7,346 | 81,030 | SH | SOLE | 72,890 | 0 | 8,140 | ||
PHYSICIANS RLTY TR | COM | 71943U104 | 12,127 | 577,210 | SH | SOLE | 469,630 | 0 | 107,580 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 14,776 | 319,200 | SH | SOLE | 290,600 | 0 | 28,600 | ||
POLARIS INDS INC | COM | 731068102 | 17,908 | 219,040 | SH | SOLE | 186,670 | 0 | 32,370 | ||
PPG INDS INC | COM | 693506107 | 7,561 | 72,600 | SH | SOLE | 50,050 | 0 | 22,550 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 10,763 | 8,621 | SH | SOLE | 5,211 | 0 | 3,410 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 11,495 | 343,120 | SH | SOLE | 309,580 | 0 | 33,540 | ||
PROLOGIS INC | COM | 74340W103 | 21,336 | 435,080 | SH | SOLE | 408,530 | 0 | 26,550 | ||
PROOFPOINT INC | COM | 743424103 | 7,532 | 119,400 | SH | SOLE | 97,840 | 0 | 21,560 | ||
RAYTHEON CO | COM NEW | 755111507 | 10,264 | 75,500 | SH | SOLE | 47,240 | 0 | 28,260 | ||
RETAIL OPPORTUNITY INVTS COR | COM | 76131N101 | 10,107 | 466,440 | SH | SOLE | 379,830 | 0 | 86,610 | ||
RINGCENTRAL INC | CL A | 76680R206 | 7,576 | 384,120 | SH | SOLE | 313,450 | 0 | 70,670 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 16,044 | 238,930 | SH | SOLE | 200,730 | 0 | 38,200 | ||
SALESFORCE COM INC | COM | 79466L302 | 14,440 | 181,850 | SH | SOLE | 121,110 | 0 | 60,740 | ||
SCHLUMBERGER LTD | COM | 806857108 | 4,241 | 53,633 | SH | SOLE | 53,633 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 5,523 | 218,210 | SH | SOLE | 114,680 | 0 | 103,530 | ||
SERVICENOW INC | COM | 81762P102 | 5,369 | 80,850 | SH | SOLE | 52,850 | 0 | 28,000 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 18,615 | 63,390 | SH | SOLE | 54,130 | 0 | 9,260 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 14,878 | 80,820 | SH | SOLE | 55,400 | 0 | 25,420 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 18,867 | 151,050 | SH | SOLE | 119,090 | 0 | 31,960 | ||
SIMON PPTY GROUP INC NEW | COM | 828806109 | 5,664 | 26,110 | SH | SOLE | 17,840 | 0 | 8,270 | ||
SKECHERS U S A INC | CL A | 830566105 | 3,611 | 121,510 | SH | SOLE | 99,420 | 0 | 22,090 | ||
SMITH A O | COM | 831865209 | 21,675 | 246,000 | SH | SOLE | 223,510 | 0 | 22,490 | ||
SNAP ON INC | COM | 833034101 | 20,543 | 130,160 | SH | SOLE | 112,900 | 0 | 17,260 | ||
SNYDERS-LANCE INC | COM | 833551104 | 17,332 | 511,405 | SH | SOLE | 465,605 | 0 | 45,800 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 24,314 | 620,130 | SH | SOLE | 569,930 | 0 | 50,200 | ||
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 19,118 | 160,240 | SH | SOLE | 138,320 | 0 | 21,920 | ||
STAMPS COM INC | COM NEW | 852857200 | 7,325 | 83,780 | SH | SOLE | 68,600 | 0 | 15,180 | ||
STARBUCKS CORP | COM | 855244109 | 15,189 | 265,930 | SH | SOLE | 180,450 | 0 | 85,480 | ||
STEEL DYNAMICS INC | COM | 858119100 | 7,556 | 308,440 | SH | SOLE | 254,660 | 0 | 53,780 | ||
SYNOVUS FINL CORP | COM NEW | 87161C501 | 15,276 | 526,950 | SH | SOLE | 475,820 | 0 | 51,130 | ||
TELEFLEX INC | COM | 879369106 | 12,768 | 72,010 | SH | SOLE | 62,650 | 0 | 9,360 | ||
TETRA TECH INC NEW | COM | 88162G103 | 3,536 | 115,000 | SH | SOLE | 92,760 | 0 | 22,240 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 13,420 | 252,700 | SH | SOLE | 233,080 | 0 | 19,620 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 10,407 | 114,140 | SH | SOLE | 114,140 | 0 | 0 | ||
TREEHOUSE FOODS INC | COM | 89469A104 | 5,337 | 51,990 | SH | SOLE | 51,990 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 19,899 | 119,370 | SH | SOLE | 109,580 | 0 | 9,790 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 18,643 | 76,520 | SH | SOLE | 63,580 | 0 | 12,940 | ||
UNION PAC CORP | COM | 907818108 | 13,993 | 160,388 | SH | SOLE | 110,848 | 0 | 49,540 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 15,206 | 113,400 | SH | SOLE | 104,770 | 0 | 8,630 | ||
VCA INC | COM | 918194101 | 14,606 | 216,050 | SH | SOLE | 195,080 | 0 | 20,970 | ||
VISA INC | COM CL A | 92826C839 | 22,976 | 309,794 | SH | SOLE | 209,920 | 0 | 99,874 | ||
VULCAN MATLS CO | COM | 929160109 | 67,817 | 563,430 | SH | SOLE | 482,230 | 0 | 81,200 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 17,004 | 520,790 | SH | SOLE | 471,420 | 0 | 49,370 | ||
WHITEWAVE FOODS CO | COM | 966244105 | 19,257 | 410,230 | SH | SOLE | 377,130 | 0 | 33,100 |