0001193125-11-309134.txt : 20111114 0001193125-11-309134.hdr.sgml : 20111111 20111114082558 ACCESSION NUMBER: 0001193125-11-309134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111114 DATE AS OF CHANGE: 20111114 EFFECTIVENESS DATE: 20111114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Artisan Partners Limited Partnership CENTRAL INDEX KEY: 0001466153 IRS NUMBER: 300551775 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13578 FILM NUMBER: 111197929 BUSINESS ADDRESS: STREET 1: 875 E WISCONSIN AVE STREET 2: STE 800 CITY: MILWAUKEE STATE: WI ZIP: 53202 BUSINESS PHONE: (414) 390-6100 MAIL ADDRESS: STREET 1: 875 E WISCONSIN AVE STREET 2: STE 800 CITY: MILWAUKEE STATE: WI ZIP: 53202 13F-HR 1 d230576d13fhr.txt ARTISAN PARTNERS LIMITED PARTNERSHIP UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2011 Check here if Amendment [ ]; Amendment Number:____ This Amendment (Check only one.): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Artisan Partners Limited Partnership Address: 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI 53202 Form 13F File Number: 28-13578 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Sarah A. Johnson Title: Vice President Phone: 414/390-6100 Signature, Place, and Date of Signing: /s/ Sarah A. Johnson Milwaukee, WI November 14, 2011 -------------------- ------------- ----------------- Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------- Form 13F Information Table Entry Total: 344 ----------- Form 13F Information Table Value Total: $27,462,743 ----------- (thousands) List of Other Included Managers: None Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. None FORM 13F INFORMATION TABLE 09/30/2011

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ----------------------------- ---------------- --------- -------- -------------- -------- -------- --------------------------- VOTING AUTHORITY VALUE SHARES/ SH/ INVSTMNT OTHER --------------------------- NAME OF ISSUER TITLE OF CLASS CUSIP (X1000) PRN AMT PRN DSCRETN MANAGERS SOLE SHARED NONE ----------------------------- ---------------- --------- -------- ---------- --- -------- -------- ---------- ------ --------- 3M CO COM 88579Y101 97,876 1,363,365 SH Sole 1,247,112 0 116,253 ABERCROMBIE & FITCH CO CL A 002896207 341 5,533 SH Sole 5,533 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 289,875 5,502,558 SH Sole 4,835,175 0 667,383 ACUITY BRANDS INC COM 00508Y102 16,892 468,700 SH Sole 428,500 0 40,200 AEROFLEX HLDG CORP COM 007767106 5,912 649,700 SH Sole 594,000 0 55,700 AFLAC INC COM 001055102 11,902 340,550 SH Sole 312,750 0 27,800 AGILENT TECHNOLOGIES INC COM 00846U101 202,772 6,488,708 SH Sole 6,189,223 0 299,485 ALEXION PHARMACEUTICALS INC COM 015351109 95,661 1,493,300 SH Sole 1,422,700 0 70,600 ALLEGHANY CORP DEL COM 017175100 248,618 861,760 SH Sole 840,554 0 21,206 ALLEGIANT TRAVEL CO COM 01748X102 26,143 554,700 SH Sole 533,100 0 21,600 ALLERGAN INC COM 018490102 268,554 3,259,940 SH Sole 3,111,297 0 148,643 ALLETE INC COM NEW 018522300 32,379 883,939 SH Sole 849,087 0 34,852 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 118,297 2,202,507 SH Sole 2,140,007 0 62,500 ALLSTATE CORP COM 020002101 163,920 6,919,360 SH Sole 6,721,960 0 197,400 ALTERA CORP COM 021441100 45,501 1,443,100 SH Sole 1,374,800 0 68,300 ALTERRA CAPITAL HOLDINGS LIM COM G0229R108 16,767 883,875 SH Sole 848,875 0 35,000 AMERICAN EXPRESS CO COM 025816109 89,392 1,990,916 SH Sole 1,818,173 0 172,743 AMERICAN WTR WKS CO INC NEW COM 030420103 162,067 5,370,000 SH Sole 5,237,700 0 132,300 AMERIGROUP CORP COM 03073T102 56,424 1,446,400 SH Sole 1,370,400 0 76,000 ANALOG DEVICES INC COM 032654105 199,134 6,372,300 SH Sole 6,215,500 0 156,800 ANNALY CAP MGMT INC COM 035710409 162,230 9,755,240 SH Sole 9,477,540 0 277,700 ANSYS INC COM 03662Q105 179,884 3,668,100 SH Sole 3,485,318 0 182,782 ANWORTH MORTGAGE ASSET CP COM 037347101 18,104 2,662,300 SH Sole 2,557,600 0 104,700 AON CORP COM 037389103 211,594 5,040,357 SH Sole 4,916,451 0 123,906 APACHE CORP COM 037411105 18,913 235,700 SH Sole 216,700 0 19,000 APPLE INC COM 037833100 46,160 121,098 SH Sole 113,318 0 7,780 APPLIED MATLS INC COM 038222105 171,018 16,523,500 SH Sole 16,118,200 0 405,300 ARBITRON INC COM 03875Q108 25,051 757,300 SH Sole 727,400 0 29,900 ARCH CAP GROUP LTD ORD G0450A105 652,360 19,965,099 SH Sole 18,539,139 0 1,425,960 ARCOS DORADOS HOLDINGS INC SHS CLASS -A- G0457F107 81,738 3,524,719 SH Sole 3,359,469 0 165,250 ARES CAP CORP COM 04010L103 112,593 8,176,724 SH Sole 7,723,368 0 453,356 ARM HLDGS PLC SPONSORED ADR 042068106 121,375 4,759,800 SH Sole 4,534,422 0 225,378 ARROW ELECTRS INC COM 042735100 251,984 9,070,683 SH Sole 8,818,983 0 251,700 ARUBA NETWORKS INC COM 043176106 70,741 3,383,100 SH Sole 3,211,900 0 171,200 ASTEC INDS INC COM 046224101 41,393 1,413,681 SH Sole 1,358,781 0 54,900 ATHENAHEALTH INC COM 04685W103 244,858 4,111,800 SH Sole 3,898,115 0 213,685 ATLANTIC TELE NETWORK INC COM NEW 049079205 32,183 978,800 SH Sole 940,100 0 38,700 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 38,303 1,150,600 SH Sole 1,105,100 0 45,500 AVNET INC COM 053807103 255,080 9,780,690 SH Sole 9,501,590 0 279,100 AVX CORP NEW COM 002444107 2,965 249,800 SH Sole 239,900 0 9,900 BAIDU INC SPON ADR REP A 056752108 392,490 3,671,219 SH Sole 3,002,375 0 668,844 BAKER HUGHES INC COM 057224107 3,287 71,202 SH Sole 71,202 0 0 BANK OF NEW YORK MELLON CORP COM 064058100 119,510 6,428,729 SH Sole 5,884,162 0 544,567 BEACON ROOFING SUPPLY INC COM 073685109 13,785 862,100 SH Sole 788,200 0 73,900 BECTON DICKINSON & CO COM 075887109 42,600 581,017 SH Sole 531,165 0 49,852 BENCHMARK ELECTRS INC COM 08160H101 25,784 1,981,898 SH Sole 1,902,301 0 79,597 BERKLEY W R CORP COM 084423102 131,702 4,435,900 SH Sole 4,326,800 0 109,100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,638 403,120 SH Sole 370,320 0 32,800 BIOGEN IDEC INC COM 09062X103 3,382 36,303 SH Sole 36,303 0 0 BJS RESTAURANTS INC COM 09180C106 2,007 45,500 SH Sole 41,600 0 3,900 BLOCK H & R INC COM 093671105 183,353 13,775,580 SH Sole 13,381,580 0 394,000 BORGWARNER INC COM 099724106 126,260 2,085,900 SH Sole 1,987,315 0 98,585 BROADCOM CORP CL A 111320107 200,622 6,026,484 SH Sole 5,745,350 0 281,134 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 139,447 6,923,900 SH Sole 6,754,100 0 169,800 CABOT OIL & GAS CORP COM 127097103 54,326 877,500 SH Sole 836,400 0 41,100 CACI INTL INC CL A 127190304 62,143 1,244,350 SH Sole 1,195,250 0 49,100 CAL DIVE INTL INC DEL COM 12802T101 4,549 2,381,913 SH Sole 2,287,469 0 94,444 CAL MAINE FOODS INC COM NEW 128030202 41,423 1,317,934 SH Sole 1,265,900 0 52,034 CAMERON INTERNATIONAL CORP COM 13342B105 243,964 5,873,000 SH Sole 5,595,749 0 277,251 CAMPBELL SOUP CO COM 134429109 130,011 4,016,400 SH Sole 3,917,500 0 98,900 CANADIAN NATL RY CO COM 136375102 85,663 1,286,605 SH Sole 1,050,218 0 236,387 CANADIAN PAC RY LTD COM 13645T100 379,315 7,887,611 SH Sole 6,408,382 0 1,479,229 CARNIVAL CORP PAIRED CTF 143658300 15,051 496,720 SH Sole 456,320 0 40,400 CAVIUM INC COM 14964U108 5,915 219,000 SH Sole 200,200 0 18,800 CEPHEID COM 15670R107 182,326 4,695,500 SH Sole 4,436,800 0 258,700 CERNER CORP COM 156782104 382,200 5,577,937 SH Sole 5,319,107 0 258,830 CHART INDS INC COM PAR $0.01 16115Q308 7,637 181,100 SH Sole 165,600 0 15,500 CHESAPEAKE ENERGY CORP COM 165167107 10,875 425,620 SH Sole 390,920 0 34,700 CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 6,245 456,150 SH Sole 456,150 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 131,928 435,479 SH Sole 414,998 0 20,481 CHUBB CORP COM 171232101 129,351 2,156,215 SH Sole 1,971,000 0 185,215 CIGNA CORP COM 125509109 246,370 5,874,351 SH Sole 5,708,551 0 165,800 CIMAREX ENERGY CO COM 171798101 189,277 3,398,150 SH Sole 3,297,550 0 100,600 CISCO SYS INC COM 17275R102 66,476 4,291,563 SH Sole 3,931,367 0 360,196 CITRIX SYS INC COM 177376100 161,101 2,954,350 SH Sole 2,818,308 0 136,042 CLECO CORP NEW COM 12561W105 60,970 1,785,869 SH Sole 1,715,471 0 70,398 CLOUD PEAK ENERGY INC COM 18911Q102 61,478 3,627,000 SH Sole 3,484,200 0 142,800 CME GROUP INC COM 12572Q105 114,156 463,294 SH Sole 441,395 0 21,899 COACH INC COM 189754104 204,107 3,938,000 SH Sole 3,751,223 0 186,777 COCA COLA CO COM 191216100 428 6,331 SH Sole 6,331 0 0 COGNEX CORP COM 192422103 11,028 406,800 SH Sole 371,900 0 34,900 COINSTAR INC COM 19259P300 18,192 454,800 SH Sole 436,800 0 18,000 COLGATE PALMOLIVE CO COM 194162103 264 2,974 SH Sole 2,974 0 0 COMFORT SYS USA INC COM 199908104 32,935 3,958,512 SH Sole 3,802,326 0 156,186 COMMVAULT SYSTEMS INC COM 204166102 18,971 511,900 SH Sole 468,000 0 43,900 COMSTOCK RES INC COM NEW 205768203 44,379 2,870,590 SH Sole 2,757,490 0 113,100 CONCUR TECHNOLOGIES INC COM 206708109 33,759 907,024 SH Sole 854,789 0 52,235 CONMED CORP COM 207410101 53,465 2,323,557 SH Sole 2,230,459 0 93,098 COOPER INDUSTRIES PLC SHS G24140108 135,732 2,943,019 SH Sole 2,803,895 0 139,124 CORE LABORATORIES N V COM N22717107 135,897 1,512,820 SH Sole 1,436,980 0 75,840 CORELOGIC INC COM 21871D103 25,573 2,396,700 SH Sole 2,301,900 0 94,800 COVIDIEN PLC SHS G2554F113 225,151 5,105,473 SH Sole 4,627,495 0 477,978 CRA INTL INC COM 12618T105 19,441 971,545 SH Sole 933,000 0 38,545 CREDICORP LTD COM G2519Y108 231 2,508 SH Sole 2,508 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 129,467 4,025,702 SH Sole 3,837,233 0 188,469 CURTISS WRIGHT CORP COM 231561101 25,630 889,000 SH Sole 854,000 0 35,000 CVS CAREMARK CORPORATION COM 126650100 36,689 1,092,580 SH Sole 999,149 0 93,431 CYS INVTS INC COM 12673A108 23,426 1,937,600 SH Sole 1,861,500 0 76,100 DARLING INTL INC COM 237266101 16,317 1,296,000 SH Sole 1,245,300 0 50,700 DEXCOM INC COM 252131107 6,509 542,400 SH Sole 495,900 0 46,500 DIAMOND FOODS INC COM 252603105 87,338 1,094,600 SH Sole 1,037,600 0 57,000 DIEBOLD INC COM 253651103 85,723 3,116,062 SH Sole 2,992,966 0 123,096 DISCOVER FINL SVCS COM 254709108 204,886 8,931,400 SH Sole 8,520,710 0 410,690 DISNEY WALT CO COM DISNEY 254687106 336 11,157 SH Sole 11,157 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 44,383 2,441,300 SH Sole 2,345,100 0 96,200 DRESSER-RAND GROUP INC COM 261608103 189,181 4,667,673 SH Sole 4,447,731 0 219,942 DRIL-QUIP INC COM 262037104 12,502 231,900 SH Sole 212,000 0 19,900 DTE ENERGY CO COM 233331107 63,216 1,289,600 SH Sole 1,257,800 0 31,800 DUN & BRADSTREET CORP DEL NE COM 26483E100 158,074 2,580,385 SH Sole 2,517,485 0 62,900 DUNKIN BRANDS GROUP INC COM 265504100 5,052 182,400 SH Sole 166,800 0 15,600 E M C CORP MASS COM 268648102 7,027 334,765 SH Sole 334,765 0 0 EAGLE MATERIALS INC COM 26969P108 18,076 1,085,619 SH Sole 1,042,619 0 43,000 EARTHLINK INC COM 270321102 45,560 6,977,040 SH Sole 6,702,840 0 274,200 EBAY INC COM 278642103 2,238 75,900 SH Sole 75,900 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 106,218 1,490,150 SH Sole 1,419,581 0 70,569 ELECTRONIC ARTS INC COM 285512109 2,644 129,300 SH Sole 129,300 0 0 EMCOR GROUP INC COM 29084Q100 80,947 3,981,662 SH Sole 3,824,662 0 157,000 ENCORE WIRE CORP COM 292562105 6,767 328,800 SH Sole 315,700 0 13,100 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 34,841 1,020,223 SH Sole 980,223 0 40,000 ENSCO PLC SPONSORED ADR 29358Q109 171,943 4,252,845 SH Sole 4,148,304 0 104,541 ENZON PHARMACEUTICALS INC COM 293904108 16,243 2,307,200 SH Sole 2,216,500 0 90,700 EQUIFAX INC COM 294429105 184,683 6,007,900 SH Sole 5,860,200 0 147,700 ERICSSON L M TEL CO ADR B SEK 10 294821608 2,836 297,000 SH Sole 297,000 0 0 EXXON MOBIL CORP COM 30231G102 10,991 151,330 SH Sole 139,030 0 12,300 FIDELITY NATIONAL FINANCIAL CL A 31620R105 175,014 11,529,250 SH Sole 11,106,139 0 423,111 FINISAR CORP COM NEW 31787A507 7,782 443,700 SH Sole 405,600 0 38,100 FIRST FINL BANCORP OH COM 320209109 19,095 1,383,700 SH Sole 1,328,900 0 54,800 FIRSTMERIT CORP COM 337915102 5,078 447,000 SH Sole 408,700 0 38,300 FLIR SYS INC COM 302445101 113,121 4,515,800 SH Sole 4,405,300 0 110,500 FLOWSERVE CORP COM 34354P105 108,602 1,467,600 SH Sole 1,431,600 0 36,000 FOREST OIL CORP COM PAR $0.01 346091705 48,669 3,379,790 SH Sole 3,246,390 0 133,400 FORTINET INC COM 34959E109 4,042 240,600 SH Sole 220,000 0 20,600 FOSSIL INC COM 349882100 184,330 2,274,000 SH Sole 2,167,035 0 106,965 FRANCESCAS HLDGS CORP COM 351793104 4,463 210,400 SH Sole 192,400 0 18,000 FRESH MKT INC COM 35804H106 10,944 286,800 SH Sole 262,400 0 24,400 FTI CONSULTING INC COM 302941109 99,842 2,712,365 SH Sole 2,605,565 0 106,800 FULLER H B CO COM 359694106 84,383 4,631,333 SH Sole 4,448,933 0 182,400 GARDNER DENVER INC COM 365558105 148,643 2,339,000 SH Sole 2,228,534 0 110,466 GENMARK DIAGNOSTICS INC COM 372309104 3,812 662,925 SH Sole 662,925 0 0 GENTEX CORP COM 371901109 14,230 591,700 SH Sole 563,800 0 27,900 GOLDMAN SACHS GROUP INC COM 38141G104 12,983 137,310 SH Sole 126,210 0 11,100 GOOGLE INC CL A 38259P508 122,671 238,484 SH Sole 218,965 0 19,519 GRANITE CONSTR INC COM 387328107 39,352 2,096,562 SH Sole 2,012,762 0 83,800 GULFMARK OFFSHORE INC CL A NEW 402629208 35,115 966,300 SH Sole 928,100 0 38,200 HALLIBURTON CO COM 406216101 260 8,534 SH Sole 8,534 0 0 HARSCO CORP COM 415864107 8,417 434,100 SH Sole 416,900 0 17,200 HATTERAS FINL CORP COM 41902R103 175,785 6,986,700 SH Sole 6,776,000 0 210,700 HAWAIIAN HOLDINGS INC COM 419879101 15,732 3,736,800 SH Sole 3,589,700 0 147,100 HDFC BANK LTD ADR REPS 3 SHS 40415F101 74,124 2,542,836 SH Sole 2,426,611 0 116,225 HEARTWARE INTL INC COM 422368100 10,615 164,800 SH Sole 150,700 0 14,100 HEWLETT PACKARD CO COM 428236103 10,334 460,310 SH Sole 422,810 0 37,500 HEXCEL CORP NEW COM 428291108 22,636 1,021,500 SH Sole 933,900 0 87,600 HMS HLDGS CORP COM 40425J101 27,578 1,130,700 SH Sole 1,033,800 0 96,900 HOMEAWAY INC COM 43739Q100 3,544 105,400 SH Sole 96,400 0 9,000 HUBBELL INC CL B 443510201 152,343 3,075,151 SH Sole 2,998,551 0 76,600 ICON PUB LTD CO SPONSORED ADR 45103T107 100,731 6,264,337 SH Sole 5,748,249 0 516,088 ICONIX BRAND GROUP INC COM 451055107 9,696 613,700 SH Sole 561,100 0 52,600 IDACORP INC COM 451107106 8,447 223,597 SH Sole 214,797 0 8,800 IDEX CORP COM 45167R104 21,666 695,300 SH Sole 635,700 0 59,600 IHS INC CL A 451734107 266,044 3,556,264 SH Sole 3,392,381 0 163,883 ILLUMINA INC COM 452327109 82,855 2,024,800 SH Sole 1,929,087 0 95,713 INCYTE CORP COM 45337C102 55,259 3,955,550 SH Sole 3,745,682 0 209,868 INFORMATICA CORP COM 45666Q102 10,991 268,400 SH Sole 245,400 0 23,000 INGRAM MICRO INC CL A 457153104 244,502 15,158,190 SH Sole 14,720,990 0 437,200 INTERMEC INC COM 458786100 15,526 2,381,226 SH Sole 2,286,919 0 94,307 INTERSIL CORP CL A 46069S109 69,598 6,763,700 SH Sole 6,496,700 0 267,000 INTUITIVE SURGICAL INC COM NEW 46120E602 95,787 262,949 SH Sole 250,389 0 12,560 IPG PHOTONICS CORP COM 44980X109 87,907 2,023,650 SH Sole 1,927,900 0 95,750 ISHARES TR S&P INDIA 50 464289529 5,586 249,930 SH Sole 249,930 0 0 ITC HLDGS CORP COM 465685105 2,036 26,300 SH Sole 24,100 0 2,200 IXIA COM 45071R109 18,122 2,362,700 SH Sole 2,269,100 0 93,600 JACK IN THE BOX INC COM 466367109 43,466 2,182,008 SH Sole 2,094,408 0 87,600 JACOBS ENGR GROUP INC DEL COM 469814107 196,898 6,097,790 SH Sole 5,922,490 0 175,300 JOHNSON & JOHNSON COM 478160104 121,182 1,902,084 SH Sole 1,737,353 0 164,731 JUNIPER NETWORKS INC COM 48203R104 133,904 7,758,056 SH Sole 7,393,408 0 364,648 K12 INC COM 48273U102 18,560 729,000 SH Sole 666,700 0 62,300 KAYDON CORP COM 486587108 28,964 1,009,900 SH Sole 970,100 0 39,800 KEYW HLDG CORP COM 493723100 427 60,000 SH Sole 54,800 0 5,200 KFORCE INC COM 493732101 24,994 2,547,800 SH Sole 2,446,900 0 100,900 KIRBY CORP COM 497266106 30,163 573,002 SH Sole 550,502 0 22,500 KROGER CO COM 501044101 225,850 10,284,600 SH Sole 10,031,700 0 252,900 L-3 COMMUNICATIONS HLDGS INC COM 502424104 164,497 2,654,460 SH Sole 2,589,460 0 65,000 LATTICE SEMICONDUCTOR CORP COM 518415104 20,094 3,827,400 SH Sole 3,676,800 0 150,600 LEXMARK INTL NEW CL A 529771107 218,080 8,068,087 SH Sole 7,838,687 0 229,400 LKQ CORP COM 501889208 166,416 6,888,100 SH Sole 6,521,069 0 367,031 LOCKHEED MARTIN CORP COM 539830109 51,459 708,410 SH Sole 708,410 0 0 LOEWS CORP COM 540424108 154,760 4,479,300 SH Sole 4,369,100 0 110,200 LOGMEIN INC COM 54142L109 10,577 318,500 SH Sole 291,200 0 27,300 LONE PINE RES INC COM 54222A106 13,792 2,089,700 SH Sole 2,007,200 0 82,500 LOWES COS INC COM 548661107 71,408 3,692,257 SH Sole 3,370,052 0 322,205 LULULEMON ATHLETICA INC COM 550021109 84,359 1,734,000 SH Sole 1,651,916 0 82,084 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 4,564 206,700 SH Sole 189,000 0 17,700 MANHATTAN ASSOCS INC COM 562750109 57,368 1,734,224 SH Sole 1,666,224 0 68,000 MANPOWERGROUP INC COM 56418H100 120,023 3,570,000 SH Sole 3,482,400 0 87,600 MANTECH INTL CORP CL A 564563104 44,876 1,430,068 SH Sole 1,374,068 0 56,000 MARSH & MCLENNAN COS INC COM 571748102 115,203 4,340,741 SH Sole 3,965,038 0 375,703 MASIMO CORP COM 574795100 17,601 813,000 SH Sole 743,300 0 69,700 MASTERCARD INC CL A 57636Q104 163,234 514,673 SH Sole 470,260 0 44,413 MATTEL INC COM 577081102 201,468 7,781,690 SH Sole 7,590,390 0 191,300 MATTHEWS INTL CORP CL A 577128101 60,949 1,981,442 SH Sole 1,903,313 0 78,129 MB FINANCIAL INC NEW COM 55264U108 5,885 399,800 SH Sole 365,500 0 34,300 MCDONALDS CORP COM 580135101 382 4,352 SH Sole 4,352 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 47,857 695,300 SH Sole 662,200 0 33,100 MERCADOLIBRE INC COM 58733R102 143,776 2,674,900 SH Sole 2,539,663 0 135,237 MEREDITH CORP COM 589433101 40,855 1,804,555 SH Sole 1,732,755 0 71,800 METTLER TOLEDO INTERNATIONAL COM 592688105 96,698 690,900 SH Sole 658,200 0 32,700 MICROSEMI CORP COM 595137100 9,363 585,900 SH Sole 535,700 0 50,200 MICROSOFT CORP COM 594918104 27,937 1,122,400 SH Sole 1,030,900 0 91,500 MICROSTRATEGY INC CL A NEW 594972408 39,855 349,395 SH Sole 335,571 0 13,824 MINDRAY MEDICAL INTL LTD SPON ADR 602675100 21,047 891,428 SH Sole 427,213 0 464,215 MINERALS TECHNOLOGIES INC COM 603158106 36,332 737,400 SH Sole 708,400 0 29,000 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 20,041 1,629,316 SH Sole 786,713 0 842,603 MOHAWK INDS INC COM 608190104 171,776 4,003,166 SH Sole 3,821,453 0 181,713 MONRO MUFFLER BRAKE INC COM 610236101 11,922 361,599 SH Sole 330,649 0 30,950 MONSANTO CO NEW COM 61166W101 7,383 122,975 SH Sole 122,975 0 0 MOVADO GROUP INC COM 624580106 289 23,735 SH Sole 23,735 0 0 MUELLER INDS INC COM 624756102 57,770 1,497,024 SH Sole 1,437,924 0 59,100 NATIONAL OILWELL VARCO INC COM 637071101 4,243 82,842 SH Sole 82,842 0 0 NETFLIX INC COM 64110L106 34,350 303,550 SH Sole 289,167 0 14,383 NETSUITE INC COM 64118Q107 10,339 382,800 SH Sole 350,000 0 32,800 NEUTRAL TANDEM INC COM 64128B108 26,267 2,713,500 SH Sole 2,604,500 0 109,000 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 88,078 3,834,480 SH Sole 3,652,520 0 181,960 NOAH HLDGS LTD SPONSORED ADS 65487X102 13,123 1,426,427 SH Sole 696,212 0 730,215 NOBLE ENERGY INC COM 655044105 61,447 867,900 SH Sole 827,000 0 40,900 NOKIA CORP SPONSORED ADR 654902204 991 175,000 SH Sole 175,000 0 0 NORTHERN TR CORP COM 665859104 142,669 4,078,600 SH Sole 3,977,900 0 100,700 NORTHWESTERN CORP COM NEW 668074305 5,013 156,948 SH Sole 150,748 0 6,200 NXSTAGE MEDICAL INC COM 67072V103 10,780 516,800 SH Sole 472,500 0 44,300 OASIS PETE INC NEW COM 674215108 5,757 257,800 SH Sole 235,700 0 22,100 OCCIDENTAL PETE CORP DEL COM 674599105 3,386 47,360 SH Sole 47,360 0 0 OGE ENERGY CORP COM 670837103 126,161 2,639,900 SH Sole 2,574,900 0 65,000 OMNICOM GROUP INC COM 681919106 158,187 4,293,900 SH Sole 4,188,200 0 105,700 OPEN TEXT CORP COM 683715106 68,955 1,323,000 SH Sole 1,290,700 0 32,300 OPENTABLE INC COM 68372A104 81,449 1,770,250 SH Sole 1,679,466 0 90,784 OPNET TECHNOLOGIES INC COM 683757108 2,102 60,200 SH Sole 55,100 0 5,100 ORACLE CORP COM 68389X105 361 12,555 SH Sole 12,555 0 0 ORBOTECH LTD ORD M75253100 10,108 1,044,228 SH Sole 1,003,318 0 40,910 ORION MARINE GROUP INC COM 68628V308 15,656 2,713,300 SH Sole 2,606,400 0 106,900 PARKER DRILLING CO COM 701081101 19,879 4,528,347 SH Sole 4,350,947 0 177,400 PATTERSON UTI ENERGY INC COM 703481101 15,027 866,600 SH Sole 845,300 0 21,300 PEBBLEBROOK HOTEL TR COM 70509V100 20,890 1,334,813 SH Sole 1,281,294 0 53,519 PENN VA CORP COM 707882106 18,724 3,361,500 SH Sole 3,229,900 0 131,600 PETMED EXPRESS INC COM 716382106 10,991 1,221,180 SH Sole 1,173,080 0 48,100 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 143,223 6,379,641 SH Sole 5,204,485 0 1,175,156 PHARMASSET INC COM 71715N106 70,459 855,400 SH Sole 814,800 0 40,600 PICO HLDGS INC COM NEW 693366205 39,796 1,940,321 SH Sole 1,863,963 0 76,358 PLATINUM UNDERWRITER HLDGS L COM G7127P100 51,002 1,658,600 SH Sole 1,593,700 0 64,900 PORTLAND GEN ELEC CO COM NEW 736508847 58,102 2,452,579 SH Sole 2,355,780 0 96,799 POTLATCH CORP NEW COM 737630103 23,066 731,800 SH Sole 703,201 0 28,599 POWER ONE INC NEW COM 73930R102 20,303 4,511,700 SH Sole 4,335,000 0 176,700 PRECISION CASTPARTS CORP COM 740189105 240,954 1,549,943 SH Sole 1,478,064 0 71,879 PROCTER & GAMBLE CO COM 742718109 418 6,616 SH Sole 6,616 0 0 PROGRESS SOFTWARE CORP COM 743312100 57,966 3,302,923 SH Sole 3,172,623 0 130,300 PROGRESSIVE CORP OHIO COM 743315103 231,720 13,047,280 SH Sole 12,678,180 0 369,100 QLIK TECHNOLOGIES INC COM 74733T105 117,770 5,437,200 SH Sole 5,157,300 0 279,900 QLOGIC CORP COM 747277101 35,373 2,789,700 SH Sole 2,679,300 0 110,400 QUAD / GRAPHICS INC COM CL A 747301109 24,371 1,348,700 SH Sole 1,295,700 0 53,000 QUANEX BUILDING PRODUCTS COR COM 747619104 30,570 2,791,759 SH Sole 2,682,559 0 109,200 QUEST DIAGNOSTICS INC COM 74834L100 51,028 1,033,800 SH Sole 1,008,400 0 25,400 RADISYS CORP COM 750459109 10,761 1,758,397 SH Sole 1,689,197 0 69,200 RALPH LAUREN CORP CL A 751212101 180,063 1,388,300 SH Sole 1,324,172 0 64,128 RANGE RES CORP COM 75281A109 99,844 1,707,900 SH Sole 1,665,800 0 42,100 REACHLOCAL INC COM 75525F104 3,566 328,100 SH Sole 300,000 0 28,100 REALPAGE INC COM 75606N109 2,659 130,000 SH Sole 118,800 0 11,200 RED HAT INC COM 756577102 161,083 3,811,708 SH Sole 3,631,753 0 179,955 REGAL BELOIT CORP COM 758750103 9,208 202,900 SH Sole 185,500 0 17,400 REGENERON PHARMACEUTICALS COM 75886F107 265,578 4,563,200 SH Sole 4,337,713 0 225,487 REGIS CORP MINN COM 758932107 46,706 3,314,800 SH Sole 3,185,200 0 129,600 RENT A CTR INC NEW COM 76009N100 100,579 3,664,077 SH Sole 3,519,777 0 144,300 ROBBINS & MYERS INC COM 770196103 16,151 465,300 SH Sole 425,400 0 39,900 ROCKWELL COLLINS INC COM 774341101 212,911 4,035,453 SH Sole 3,936,253 0 99,200 ROPER INDS INC NEW COM 776696106 239,325 3,473,007 SH Sole 3,310,158 0 162,849 ROSETTA RESOURCES INC COM 777779307 3,607 105,400 SH Sole 96,400 0 9,000 ROSETTA STONE INC COM 777780107 15,814 1,728,300 SH Sole 1,660,300 0 68,000 RPX CORP COM 74972G103 7,464 360,400 SH Sole 329,500 0 30,900 RUDOLPH TECHNOLOGIES INC COM 781270103 13,178 1,969,788 SH Sole 1,892,028 0 77,760 RYANAIR HLDGS PLC SPONSORED ADR 783513104 27,395 1,063,900 SH Sole 545,873 0 518,027 RYDER SYS INC COM 783549108 128,830 3,434,564 SH Sole 3,328,764 0 105,800 SAIC INC COM 78390X101 149,826 12,686,400 SH Sole 12,374,500 0 311,900 SALESFORCE COM INC COM 79466L302 191,755 1,677,942 SH Sole 1,599,468 0 78,474 SCANA CORP NEW COM 80589M102 121,010 2,991,600 SH Sole 2,917,900 0 73,700 SCHLUMBERGER LTD COM 806857108 158,535 2,654,188 SH Sole 2,200,304 0 453,884 SCHNITZER STL INDS CL A 806882106 20,704 562,600 SH Sole 540,400 0 22,200 SCHOOL SPECIALTY INC COM 807863105 18,628 2,612,653 SH Sole 2,507,953 0 104,700 SEACOR HOLDINGS INC COM 811904101 26,108 325,500 SH Sole 312,600 0 12,900 SENSIENT TECHNOLOGIES CORP COM 81725T100 67,167 2,063,515 SH Sole 1,982,615 0 80,900 SIGNET JEWELERS LIMITED SHS G81276100 336,333 9,950,670 SH Sole 9,050,392 0 900,278 SIMPSON MANUFACTURING CO INC COM 829073105 3,939 158,000 SH Sole 151,600 0 6,400 SINA CORP ORD G81477104 40,266 562,300 SH Sole 535,500 0 26,800 SKECHERS U S A INC CL A 830566105 46,027 3,280,600 SH Sole 3,152,000 0 128,600 SOUTHWESTERN ENERGY CO COM 845467109 174,783 5,244,000 SH Sole 5,114,600 0 129,400 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 180,499 11,316,579 SH Sole 10,992,879 0 323,700 STARBUCKS CORP COM 855244109 7,827 209,902 SH Sole 209,902 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 113,618 2,926,800 SH Sole 2,788,977 0 137,823 SUPERIOR ENERGY SVCS INC COM 868157108 20,801 792,725 SH Sole 761,625 0 31,100 SYKES ENTERPRISES INC COM 871237103 68,849 4,605,294 SH Sole 4,422,794 0 182,500 SYNOPSYS INC COM 871607107 169,190 6,945,400 SH Sole 6,775,400 0 170,000 SYSCO CORP COM 871829107 129,819 5,012,300 SH Sole 4,888,600 0 123,700 TARGET CORP COM 87612E106 95,795 1,953,402 SH Sole 1,785,427 0 167,975 TE CONNECTIVITY LTD REG SHS H84989104 452,789 16,090,575 SH Sole 14,614,602 0 1,475,973 TEAVANA HLDGS INC COM 87819P102 4,007 197,000 SH Sole 180,100 0 16,900 TECH DATA CORP COM 878237106 37,459 866,500 SH Sole 832,300 0 34,200 TELEDYNE TECHNOLOGIES INC COM 879360105 28,132 575,770 SH Sole 553,172 0 22,598 TENARIS S A SPONSORED ADR 88031M109 12,132 476,708 SH Sole 231,083 0 245,625 TERADATA CORP DEL COM 88076W103 238,581 4,456,960 SH Sole 4,248,164 0 208,796 TESLA MTRS INC COM 88160R101 26,324 1,079,300 SH Sole 1,024,885 0 54,415 TETRA TECH INC NEW COM 88162G103 43,964 2,346,000 SH Sole 2,253,500 0 92,500 TEXAS INSTRS INC COM 882508104 18,400 690,440 SH Sole 634,140 0 56,300 THERMO FISHER SCIENTIFIC INC COM 883556102 312 6,161 SH Sole 6,161 0 0 THOMAS & BETTS CORP COM 884315102 13,961 349,800 SH Sole 319,800 0 30,000 THORATEC CORP COM NEW 885175307 6,169 189,000 SH Sole 172,800 0 16,200 TIDEWATER INC COM 886423102 53,185 1,264,800 SH Sole 1,214,900 0 49,900 TITAN INTL INC ILL COM 88830M102 6,090 406,000 SH Sole 371,200 0 34,800 TOTAL SYS SVCS INC COM 891906109 200,159 11,822,730 SH Sole 11,488,530 0 334,200 TOWERS WATSON & CO CL A 891894107 265,614 4,443,187 SH Sole 4,319,087 0 124,100 TRACTOR SUPPLY CO COM 892356106 72,183 1,154,000 SH Sole 1,099,300 0 54,700 TRAVELZOO INC COM 89421Q106 3,595 163,500 SH Sole 149,500 0 14,000 TREEHOUSE FOODS INC COM 89469A104 130,445 2,109,400 SH Sole 1,997,700 0 111,700 TRIMBLE NAVIGATION LTD COM 896239100 185,575 5,531,286 SH Sole 5,269,466 0 261,820 TRUEBLUE INC COM 89785X101 21,696 1,914,888 SH Sole 1,839,988 0 74,900 TUTOR PERINI CORP COM 901109108 14,582 1,269,100 SH Sole 1,219,600 0 49,500 ULTA SALON COSMETCS & FRAG I COM 90384S303 109,176 1,754,400 SH Sole 1,656,000 0 98,400 ULTRATECH INC COM 904034105 49,137 2,865,153 SH Sole 2,751,553 0 113,600 UNDER ARMOUR INC CL A 904311107 46,626 702,100 SH Sole 668,800 0 33,300 UNILEVER PLC SPON ADR NEW 904767704 335,126 10,744,676 SH Sole 9,769,546 0 975,130 UNITED TECHNOLOGIES CORP COM 913017109 259 3,674 SH Sole 3,674 0 0 UNIVERSAL CORP VA COM 913456109 1,646 45,900 SH Sole 44,200 0 1,700 UNIVERSAL DISPLAY CORP COM 91347P105 132,358 2,760,900 SH Sole 2,618,500 0 142,400 UNIVERSAL ELECTRS INC COM 913483103 17,457 1,065,100 SH Sole 1,023,100 0 42,000 VERA BRADLEY INC COM 92335C106 9,968 276,500 SH Sole 252,800 0 23,700 VERISK ANALYTICS INC CL A 92345Y106 151,048 4,344,200 SH Sole 4,138,827 0 205,373 VMWARE INC CL A COM 928563402 166,061 2,065,950 SH Sole 1,968,466 0 97,484 WAL MART STORES INC COM 931142103 131,242 2,528,747 SH Sole 2,311,357 0 217,390 WARNACO GROUP INC COM NEW 934390402 21,695 470,700 SH Sole 440,200 0 30,500 WEBSENSE INC COM 947684106 35,971 2,079,237 SH Sole 1,997,337 0 81,900 WESTAR ENERGY INC COM 95709T100 71,289 2,698,300 SH Sole 2,631,700 0 66,600 WESTERN UN CO COM 959802109 211,167 13,810,800 SH Sole 13,419,500 0 391,300 WISCONSIN ENERGY CORP COM 976657106 30,821 985,000 SH Sole 960,700 0 24,300 WOODWARD INC COM 980745103 57,560 2,100,733 SH Sole 1,990,933 0 109,800 WORLD FUEL SVCS CORP COM 981475106 52,416 1,605,400 SH Sole 1,541,800 0 63,600 WYNN RESORTS LTD COM 983134107 69,094 600,400 SH Sole 573,523 0 26,877 XCEL ENERGY INC COM 98389B100 129,190 5,232,500 SH Sole 5,103,700 0 128,800 YUM BRANDS INC COM 988498101 371 7,512 SH Sole 7,512 0 0 ZOLL MED CORP COM 989922109 5,997 158,900 SH Sole 145,300 0 13,600