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 | 9,113 | 183,910 | SH | SOLE | 160,610 | 0 | 23,300 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 6,668 | 25,200 | SH | SOLE | 21,550 | 0 | 3,650 | ||
AKORN INC | COM | 009728106 | 11,316 | 415,090 | SH | SOLE | 363,100 | 0 | 51,990 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 7,549 | 61,595 | SH | SOLE | 42,695 | 0 | 18,900 | ||
ALLERGAN PLC | SHS | G0177J108 | 12,975 | 56,342 | SH | SOLE | 40,372 | 0 | 15,970 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 26,751 | 33,273 | SH | SOLE | 24,358 | 0 | 8,915 | ||
AMAZON COM INC | COM | 023135106 | 12,396 | 14,805 | SH | SOLE | 10,695 | 0 | 4,110 | ||
AMEDISYS INC | COM | 023436108 | 6,363 | 134,120 | SH | SOLE | 106,260 | 0 | 27,860 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,999 | 35,280 | SH | SOLE | 35,280 | 0 | 0 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 10,219 | 136,570 | SH | SOLE | 120,270 | 0 | 16,300 | ||
AMETEK INC NEW | COM | 031100100 | 2,757 | 57,710 | SH | SOLE | 57,710 | 0 | 0 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 9,272 | 290,940 | SH | SOLE | 230,120 | 0 | 60,820 | ||
ANADARKO PETE CORP | COM | 032511107 | 5,274 | 83,240 | SH | SOLE | 66,440 | 0 | 16,800 | ||
APOGEE ENTERPRISES INC | COM | 037598109 | 3,985 | 89,140 | SH | SOLE | 70,020 | 0 | 19,120 | ||
APPLIED MATLS INC | COM | 038222105 | 11,623 | 385,540 | SH | SOLE | 274,520 | 0 | 111,020 | ||
ASTEC INDS INC | COM | 046224101 | 7,519 | 125,580 | SH | SOLE | 96,820 | 0 | 28,760 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 12,932 | 457,410 | SH | SOLE | 385,680 | 0 | 71,730 | ||
BANK OF THE OZARKS INC | COM | 063904106 | 14,198 | 369,790 | SH | SOLE | 317,310 | 0 | 52,480 | ||
BLACKROCK INC | COM | 09247X101 | 3,455 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 16,287 | 684,320 | SH | SOLE | 555,610 | 0 | 128,710 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 8,657 | 160,550 | SH | SOLE | 115,130 | 0 | 45,420 | ||
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 20,457 | 736,160 | SH | SOLE | 657,580 | 0 | 78,580 | ||
BRUNSWICK CORP | COM | 117043109 | 9,446 | 193,650 | SH | SOLE | 168,490 | 0 | 25,160 | ||
BURLINGTON STORES INC | COM | 122017106 | 9,989 | 123,290 | SH | SOLE | 108,150 | 0 | 15,140 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 11,703 | 458,430 | SH | SOLE | 398,010 | 0 | 60,420 | ||
CARRIZO OIL & GAS INC | COM | 144577103 | 3,063 | 75,440 | SH | SOLE | 58,140 | 0 | 17,300 | ||
CARTER INC | COM | 146229109 | 7,779 | 89,700 | SH | SOLE | 77,900 | 0 | 11,800 | ||
CASEYS GEN STORES INC | COM | 147528103 | 17,006 | 141,520 | SH | SOLE | 123,650 | 0 | 17,870 | ||
CBS CORP NEW | CL B | 124857202 | 4,633 | 84,610 | SH | SOLE | 60,900 | 0 | 23,710 | ||
CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 3,616 | 29,050 | SH | SOLE | 20,900 | 0 | 8,150 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 2,965 | 61,866 | SH | SOLE | 61,866 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 1,705 | 12,680 | SH | SOLE | 9,200 | 0 | 3,480 | ||
CINTAS CORP | COM | 172908105 | 3,187 | 28,300 | SH | SOLE | 28,300 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 7,167 | 151,749 | SH | SOLE | 114,389 | 0 | 37,360 | ||
CME GROUP INC | COM | 12572Q105 | 6,141 | 58,750 | SH | SOLE | 48,960 | 0 | 9,790 | ||
COACH INC | COM | 189754104 | 13,462 | 368,230 | SH | SOLE | 318,600 | 0 | 49,630 | ||
COMCAST CORP NEW | CL A | 20030N101 | 5,116 | 77,120 | SH | SOLE | 55,490 | 0 | 21,630 | ||
COMFORT SYS USA INC | COM | 199908104 | 2,975 | 101,510 | SH | SOLE | 77,550 | 0 | 23,960 | ||
CONCHO RES INC | COM | 20605P101 | 6,657 | 48,470 | SH | SOLE | 48,470 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 8,294 | 49,820 | SH | SOLE | 39,630 | 0 | 10,190 | ||
CONTINENTAL RESOURCES INC | COM | 212015101 | 7,140 | 137,430 | SH | SOLE | 100,570 | 0 | 36,860 | ||
CORE LABORATORIES N V | COM | N22717107 | 2,553 | 22,730 | SH | SOLE | 16,530 | 0 | 6,200 | ||
COSTAR GROUP INC | COM | 22160N109 | 14,497 | 66,950 | SH | SOLE | 59,320 | 0 | 7,630 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 13,296 | 87,190 | SH | SOLE | 61,780 | 0 | 25,410 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 10,851 | 275,650 | SH | SOLE | 197,300 | 0 | 78,350 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 3,153 | 53,050 | SH | SOLE | 53,050 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 6,961 | 157,830 | SH | SOLE | 157,830 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 10,290 | 106,580 | SH | SOLE | 92,650 | 0 | 13,930 | ||
DOLLAR TREE INC | COM | 256746108 | 11,906 | 150,840 | SH | SOLE | 132,830 | 0 | 18,010 | ||
DYCOM INDS INC | COM | 267475101 | 4,865 | 59,500 | SH | SOLE | 49,850 | 0 | 9,650 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 20,301 | 262,620 | SH | SOLE | 228,930 | 0 | 33,690 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 3,270 | 89,110 | SH | SOLE | 68,340 | 0 | 20,770 | ||
EDISON INTL | COM | 281020107 | 3,696 | 51,150 | SH | SOLE | 51,150 | 0 | 0 | ||
ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 5,507 | 247,340 | SH | SOLE | 214,910 | 0 | 32,430 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 21,394 | 59,390 | SH | SOLE | 52,280 | 0 | 7,110 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 11,880 | 145,190 | SH | SOLE | 128,210 | 0 | 16,980 | ||
EVERCORE PARTNERS INC | CLASS A | 29977A105 | 9,800 | 190,280 | SH | SOLE | 148,560 | 0 | 41,720 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 5,479 | 68,990 | SH | SOLE | 68,990 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 21,393 | 166,775 | SH | SOLE | 121,405 | 0 | 45,370 | ||
FINISAR CORP | COM NEW | 31787A507 | 8,593 | 288,350 | SH | SOLE | 227,270 | 0 | 61,080 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 8,284 | 107,430 | SH | SOLE | 92,410 | 0 | 15,020 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 3,496 | 20,120 | SH | SOLE | 20,120 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 10,415 | 282,060 | SH | SOLE | 247,670 | 0 | 34,390 | ||
FORTIVE CORP | COM | 34959J108 | 9,836 | 193,230 | SH | SOLE | 165,930 | 0 | 27,300 | ||
GARTNER INC | COM | 366651107 | 5,638 | 63,740 | SH | SOLE | 55,870 | 0 | 7,870 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 3,036 | 104,120 | SH | SOLE | 81,140 | 0 | 22,980 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 8,527 | 52,880 | SH | SOLE | 36,790 | 0 | 16,090 | ||
GRANITE CONSTR INC | COM | 387328107 | 7,462 | 150,030 | SH | SOLE | 115,430 | 0 | 34,600 | ||
HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 2,686 | 82,330 | SH | SOLE | 82,330 | 0 | 0 | ||
HELEN OF TROY CORP LTD | COM | G4388N106 | 7,376 | 85,590 | SH | SOLE | 74,800 | 0 | 10,790 | ||
HOME DEPOT INC | COM | 437076102 | 16,632 | 129,260 | SH | SOLE | 94,780 | 0 | 34,480 | ||
HOMESTREET INC | COM | 43785V102 | 3,781 | 150,850 | SH | SOLE | 114,890 | 0 | 35,960 | ||
HUDSON PAC PPTYS INC | COM | 444097109 | 10,346 | 314,750 | SH | SOLE | 278,650 | 0 | 36,100 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 9,683 | 142,520 | SH | SOLE | 96,020 | 0 | 46,500 | ||
INTEL CORP | COM | 458140100 | 11,549 | 305,960 | SH | SOLE | 218,210 | 0 | 87,750 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 17,702 | 65,720 | SH | SOLE | 51,600 | 0 | 14,120 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 4,926 | 134,450 | SH | SOLE | 105,970 | 0 | 28,480 | ||
JETBLUE AIRWAYS CORP | COM | 477143101 | 10,880 | 631,150 | SH | SOLE | 548,890 | 0 | 82,260 | ||
LAM RESEARCH CORP | COM | 512807108 | 6,985 | 73,750 | SH | SOLE | 63,630 | 0 | 10,120 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 6,519 | 73,614 | SH | SOLE | 60,784 | 0 | 12,830 | ||
LENNAR CORP | CL A | 526057104 | 11,497 | 271,540 | SH | SOLE | 241,880 | 0 | 29,660 | ||
LENNOX INTL INC | COM | 526107107 | 3,787 | 24,110 | SH | SOLE | 19,040 | 0 | 5,070 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 6,179 | 224,820 | SH | SOLE | 204,370 | 0 | 20,450 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 10,350 | 247,810 | SH | SOLE | 194,900 | 0 | 52,910 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 10,548 | 249,110 | SH | SOLE | 221,670 | 0 | 27,440 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 4,001 | 301,490 | SH | SOLE | 301,490 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 4,617 | 74,270 | SH | SOLE | 58,520 | 0 | 15,750 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,724 | 75,890 | SH | SOLE | 62,950 | 0 | 12,940 | ||
MATADOR RES CO | COM | 576485205 | 6,857 | 281,720 | SH | SOLE | 219,970 | 0 | 61,750 | ||
MAXIMUS INC | COM | 577933104 | 3,791 | 67,030 | SH | SOLE | 67,030 | 0 | 0 | ||
MDU RES GROUP INC | COM | 552690109 | 14,500 | 569,960 | SH | SOLE | 497,100 | 0 | 72,860 | ||
MEDNAX INC | COM | 58502B106 | 10,685 | 161,290 | SH | SOLE | 139,550 | 0 | 21,740 | ||
MERCURY SYS INC | COM | 589378108 | 6,976 | 283,930 | SH | SOLE | 223,220 | 0 | 60,710 | ||
MICROSEMI CORP | COM | 595137100 | 8,685 | 206,900 | SH | SOLE | 185,130 | 0 | 21,770 | ||
MICROSOFT CORP | COM | 594918104 | 7,225 | 125,420 | SH | SOLE | 125,420 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 13,667 | 110,550 | SH | SOLE | 98,940 | 0 | 11,610 | ||
MOHAWK INDS INC | COM | 608190104 | 31,132 | 155,400 | SH | SOLE | 128,720 | 0 | 26,680 | ||
MONMOUTH REAL ESTATE INVT CO | CL A | 609720107 | 7,608 | 533,160 | SH | SOLE | 416,170 | 0 | 116,990 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 6,412 | 43,670 | SH | SOLE | 36,110 | 0 | 7,560 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 4,007 | 191,380 | SH | SOLE | 143,530 | 0 | 47,850 | ||
NATUS MEDICAL INC DEL | COM | 639050103 | 5,430 | 138,240 | SH | SOLE | 107,700 | 0 | 30,540 | ||
NETFLIX INC | COM | 64110L106 | 7,295 | 74,030 | SH | SOLE | 53,180 | 0 | 20,850 | ||
NEWELL BRANDS INC | COM | 651229106 | 15,155 | 287,780 | SH | SOLE | 234,980 | 0 | 52,800 | ||
NEWFIELD EXPL CO | COM | 651290108 | 29,808 | 685,860 | SH | SOLE | 594,150 | 0 | 91,710 | ||
NORDSTROM INC | COM | 655664100 | 6,783 | 130,710 | SH | SOLE | 94,230 | 0 | 36,480 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 4,064 | 107,810 | SH | SOLE | 85,100 | 0 | 22,710 | ||
NUVASIVE INC | COM | 670704105 | 13,792 | 206,890 | SH | SOLE | 181,370 | 0 | 25,520 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 3,144 | 11,220 | SH | SOLE | 11,220 | 0 | 0 | ||
OLD REP INTL CORP | COM | 680223104 | 8,140 | 462,030 | SH | SOLE | 401,240 | 0 | 60,790 | ||
ON ASSIGNMENT INC | COM | 682159108 | 5,861 | 161,500 | SH | SOLE | 127,670 | 0 | 33,830 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 13,679 | 1,110,220 | SH | SOLE | 980,630 | 0 | 129,590 | ||
OSHKOSH CORP | COM | 688239201 | 9,349 | 166,960 | SH | SOLE | 146,130 | 0 | 20,830 | ||
OSI SYSTEMS INC | COM | 671044105 | 8,322 | 127,280 | SH | SOLE | 100,980 | 0 | 26,300 | ||
OXFORD INDS INC | COM | 691497309 | 5,586 | 82,510 | SH | SOLE | 64,510 | 0 | 18,000 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 16,365 | 102,725 | SH | SOLE | 85,495 | 0 | 17,230 | ||
PENTAIR PLC | SHS | G7S00T104 | 4,950 | 77,060 | SH | SOLE | 63,960 | 0 | 13,100 | ||
PERRIGO CO PLC | SHS | G97822103 | 5,352 | 57,970 | SH | SOLE | 49,960 | 0 | 8,010 | ||
PHYSICIANS RLTY TR | COM | 71943U104 | 9,618 | 446,520 | SH | SOLE | 350,820 | 0 | 95,700 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 17,759 | 353,960 | SH | SOLE | 308,990 | 0 | 44,970 | ||
POLYONE CORP | COM | 73179P106 | 3,590 | 106,170 | SH | SOLE | 82,320 | 0 | 23,850 | ||
PPG INDS INC | COM | 693506107 | 4,940 | 47,790 | SH | SOLE | 39,260 | 0 | 8,530 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 6,176 | 109,300 | SH | SOLE | 94,670 | 0 | 14,630 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 5,121 | 3,481 | SH | SOLE | 2,481 | 0 | 1,000 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 2,628 | 83,430 | SH | SOLE | 74,220 | 0 | 9,210 | ||
PROLOGIS INC | COM | 74340W103 | 5,655 | 105,630 | SH | SOLE | 105,630 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 6,659 | 88,970 | SH | SOLE | 70,200 | 0 | 18,770 | ||
PVH CORP | COM | 693656100 | 4,038 | 36,540 | SH | SOLE | 31,180 | 0 | 5,360 | ||
QUANTA SVCS INC | COM | 74762E102 | 8,741 | 312,300 | SH | SOLE | 272,000 | 0 | 40,300 | ||
RAYTHEON CO | COM NEW | 755111507 | 9,400 | 69,050 | SH | SOLE | 46,660 | 0 | 22,390 | ||
RETAIL OPPORTUNITY INVTS COR | COM | 76131N101 | 7,155 | 325,860 | SH | SOLE | 252,430 | 0 | 73,430 | ||
RINGCENTRAL INC | CL A | 76680R206 | 8,984 | 379,750 | SH | SOLE | 299,150 | 0 | 80,600 | ||
SALESFORCE COM INC | COM | 79466L302 | 10,737 | 150,530 | SH | SOLE | 107,010 | 0 | 43,520 | ||
SCHLUMBERGER LTD | COM | 806857108 | 3,279 | 41,713 | SH | SOLE | 41,713 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,506 | 47,710 | SH | SOLE | 34,340 | 0 | 13,370 | ||
SERVICENOW INC | COM | 81762P102 | 4,505 | 56,930 | SH | SOLE | 41,030 | 0 | 15,900 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 12,733 | 46,020 | SH | SOLE | 37,140 | 0 | 8,880 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 14,498 | 74,790 | SH | SOLE | 54,570 | 0 | 20,220 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 20,405 | 172,260 | SH | SOLE | 138,260 | 0 | 34,000 | ||
SIMON PPTY GROUP INC NEW | COM | 828806109 | 4,429 | 21,400 | SH | SOLE | 14,390 | 0 | 7,010 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 17,141 | 225,120 | SH | SOLE | 188,870 | 0 | 36,250 | ||
SMITH A O | COM | 831865209 | 18,197 | 184,210 | SH | SOLE | 161,820 | 0 | 22,390 | ||
SNAP ON INC | COM | 833034101 | 8,763 | 57,670 | SH | SOLE | 51,450 | 0 | 6,220 | ||
SNYDERS-LANCE INC | COM | 833551104 | 13,268 | 395,145 | SH | SOLE | 345,655 | 0 | 49,490 | ||
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 13,422 | 97,480 | SH | SOLE | 87,000 | 0 | 10,480 | ||
STAG INDL INC | COM | 85254J102 | 5,202 | 212,240 | SH | SOLE | 167,060 | 0 | 45,180 | ||
STAMPS COM INC | COM NEW | 852857200 | 3,091 | 32,710 | SH | SOLE | 25,220 | 0 | 7,490 | ||
STARBUCKS CORP | COM | 855244109 | 9,152 | 169,060 | SH | SOLE | 121,390 | 0 | 47,670 | ||
STIFEL FINL CORP | COM | 860630102 | 2,957 | 76,910 | SH | SOLE | 57,520 | 0 | 19,390 | ||
SYNOVUS FINL CORP | COM NEW | 87161C501 | 8,658 | 266,150 | SH | SOLE | 229,210 | 0 | 36,940 | ||
TELEFLEX INC | COM | 879369106 | 11,414 | 67,920 | SH | SOLE | 57,430 | 0 | 10,490 | ||
TETRA TECH INC NEW | COM | 88162G103 | 11,064 | 311,930 | SH | SOLE | 268,480 | 0 | 43,450 | ||
THOR INDS INC | COM | 885160101 | 11,623 | 137,230 | SH | SOLE | 118,970 | 0 | 18,260 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 16,845 | 357,220 | SH | SOLE | 289,670 | 0 | 67,550 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 8,913 | 132,350 | SH | SOLE | 120,170 | 0 | 12,180 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 17,187 | 100,370 | SH | SOLE | 87,740 | 0 | 12,630 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 17,386 | 73,050 | SH | SOLE | 60,300 | 0 | 12,750 | ||
UNION PAC CORP | COM | 907818108 | 11,802 | 120,998 | SH | SOLE | 87,898 | 0 | 33,100 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 15,067 | 107,630 | SH | SOLE | 78,390 | 0 | 29,240 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 16,215 | 131,600 | SH | SOLE | 117,680 | 0 | 13,920 | ||
VCA INC | COM | 918194101 | 6,581 | 94,030 | SH | SOLE | 80,860 | 0 | 13,170 | ||
VISA INC | COM CL A | 92826C839 | 19,000 | 229,738 | SH | SOLE | 165,824 | 0 | 63,914 | ||
VULCAN MATLS CO | COM | 929160109 | 39,197 | 344,650 | SH | SOLE | 286,510 | 0 | 58,140 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 16,597 | 442,120 | SH | SOLE | 382,000 | 0 | 60,120 |