The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ABBVIE INC Common Stocks 00287Y109 219 3,700 SH   SOLE   3,700 0 0
ACI WORLDWIDE INC Common Stocks 004498101 172,379 8,055,100 SH   SOLE   7,735,896 0 319,204
ACTUANT CORP Common Stocks 00508X203 45,380 1,894,007 SH   SOLE   1,868,045 0 25,962
AETNA INC NEW Common Stocks 00817Y108 297,128 2,748,136 SH   SOLE   2,456,625 0 291,511
ANTHEM INC Common Stocks 036752103 354,956 2,545,577 SH   SOLE   2,285,534 0 260,043
APPLE INC Common Stocks 037833100 76,571 727,448 SH   SOLE   646,091 0 81,357
ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 104,949 2,172,862 SH   SOLE   2,129,744 0 43,118
ASTRAZENECA PLC Common Stocks 046353108 212 6,250 SH   SOLE   6,250 0 0
AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 449,659 7,998,216 SH   SOLE   7,294,492 0 703,724
BANK NEW YORK MELLON CORP Common Stocks 064058100 269,288 6,532,943 SH   SOLE   5,822,517 0 710,426
BB&T CORP Common Stocks 054937107 214 5,650 SH   SOLE   5,650 0 0
BIOGEN INC Common Stocks 09062X103 230 750 SH   SOLE   750 0 0
BOEING CO Common Stocks 097023105 381,076 2,635,566 SH   SOLE   2,365,342 0 270,224
CAPITAL ONE FINL CORP Common Stocks 14040H105 202 2,800 SH   SOLE   2,800 0 0
CARLISLE COS INC Common Stocks 142339100 87,855 990,584 SH   SOLE   889,266 0 101,318
CHECK POINT SOFTWARE TECH LT Common Stocks M22465104 86,288 1,060,308 SH   SOLE   937,980 0 122,328
CISCO SYS INC Common Stocks 17275R102 345,514 12,723,769 SH   SOLE   11,420,737 0 1,303,032
CITIGROUP INC Common Stocks 172967424 207 4,000 SH   SOLE   4,000 0 0
COCA COLA CO Common Stocks 191216100 221 5,150 SH   SOLE   5,150 0 0
CRANE CO Common Stocks 224399105 32,684 683,200 SH   SOLE   673,985 0 9,215
CURTISS WRIGHT CORP Common Stocks 231561101 34,046 497,017 SH   SOLE   489,787 0 7,230
CVS HEALTH CORP Common Stocks 126650100 210 2,150 SH   SOLE   2,150 0 0
DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 470,225 18,644,920 SH   SOLE   16,745,401 0 1,899,519
DISNEY WALT CO Common Stocks 254687106 157,948 1,503,118 SH   SOLE   1,340,676 0 162,442
DONALDSON INC Common Stocks 257651109 41,417 1,445,128 SH   SOLE   1,426,112 0 19,016
DOVER CORP Common Stocks 260003108 313,943 5,120,582 SH   SOLE   4,590,156 0 530,426
EATON VANCE CORP Common Stocks 278265103 54,462 1,679,360 SH   SOLE   1,657,935 0 21,425
EBAY INC Common Stocks 278642103 203 7,400 SH   SOLE   7,400 0 0
ENERSYS Common Stocks 29275Y102 91,601 1,637,784 SH   SOLE   1,609,461 0 28,323
EVEREST RE GROUP LTD Common Stocks G3223R108 363,657 1,986,220 SH   SOLE   1,805,378 0 180,842
FORD MTR CO DEL Common Stocks 345370860 201 14,300 SH   SOLE   14,300 0 0
FORWARD AIR CORP Common Stocks 349853101 45,733 1,063,313 SH   SOLE   1,051,049 0 12,264
FOSSIL GROUP INC Common Stocks 34988V106 386,043 10,559,173 SH   SOLE   9,745,929 0 813,244
FRANKLIN RES INC Common Stocks 354613101 519,048 14,096,898 SH   SOLE   12,705,403 0 1,391,495
HONEYWELL INTL INC Common Stocks 438516106 94,503 912,452 SH   SOLE   814,294 0 98,158
HP INC Common Stocks 40434L105 140 11,800 SH   SOLE   11,800 0 0
INTERCONTINENTAL HOTELS GROU Common Stocks 45857P509 42,098 1,086,694 SH   SOLE   1,043,224 0 43,470
ITURAN LOCATION AND CONTROL Common Stocks M6158M104 49,790 2,630,231 SH   SOLE   2,599,323 0 30,908
LINCOLN ELEC HLDGS INC Common Stocks 533900106 32,386 624,119 SH   SOLE   617,787 0 6,332
LINDSAY CORP Common Stocks 535555106 72,791 1,005,399 SH   SOLE   987,680 0 17,719
MASTERCARD INC Common Stocks 57636Q104 397,389 4,081,640 SH   SOLE   3,670,973 0 410,667
METLIFE INC Common Stocks 59156R108 205 4,250 SH   SOLE   4,250 0 0
MGM RESORTS INTERNATIONAL Common Stocks 552953101 220 9,700 SH   SOLE   9,700 0 0
MICROSOFT CORP Common Stocks 594918104 88,638 1,597,650 SH   SOLE   1,444,107 0 153,543
MSC INDL DIRECT INC Common Stocks 553530106 259,342 4,608,883 SH   SOLE   4,229,404 0 379,479
NATIONAL OILWELL VARCO INC Common Stocks 637071101 489,989 14,630,914 SH   SOLE   13,205,058 0 1,425,856
NAVIGANT CONSULTING INC Common Stocks 63935N107 22,584 1,406,221 SH   SOLE   1,392,867 0 13,354
NAVIGATORS GROUP INC Common Stocks 638904102 97,443 1,135,836 SH   SOLE   1,120,836 0 15,000
NORDSON CORP Common Stocks 655663102 17,996 280,532 SH   SOLE   276,905 0 3,627
NU SKIN ENTERPRISES INC Common Stocks 67018T105 133,126 3,513,481 SH   SOLE   3,447,403 0 66,078
ORACLE CORP Common Stocks 68389X105 877,745 24,028,074 SH   SOLE   21,667,765 0 2,360,309
PARKER HANNIFIN CORP Common Stocks 701094104 746,416 7,696,600 SH   SOLE   6,953,523 0 743,077
QUALCOMM INC Common Stocks 747525103 270,542 5,412,471 SH   SOLE   4,918,047 0 494,424
REGIONS FINL CORP NEW Common Stocks 7591EP100 128 13,300 SH   SOLE   13,300 0 0
SAFETY INS GROUP INC Common Stocks 78648T100 36,861 653,804 SH   SOLE   645,242 0 8,562
STATE STR CORP Common Stocks 857477103 334,862 5,046,149 SH   SOLE   4,552,962 0 493,187
SYNCHRONY FINL Common Stocks 87165B103 207 6,800 SH   SOLE   6,800 0 0
PRICE T ROWE GROUP INC Common Stocks 74144T108 227,542 3,182,846 SH   SOLE   2,875,898 0 306,948
TIMKEN CO Common Stocks 887389104 63,318 2,214,691 SH   SOLE   2,186,214 0 28,477
THERMON GROUP HLDGS INC Common Stocks 88362T103 41,562 2,456,357 SH   SOLE   2,429,852 0 26,505
TIME WARNER INC Common Stocks 887317303 159,289 2,463,109 SH   SOLE   2,217,411 0 245,698
TUPPERWARE BRANDS CORP Common Stocks 899896104 115,255 2,071,070 SH   SOLE   2,033,097 0 37,973
UNITED PARCEL SERVICE INC Common Stocks 911312106 214 2,225 SH   SOLE   2,225 0 0
UNITED TECHNOLOGIES CORP Common Stocks 913017109 248,410 2,585,721 SH   SOLE   2,327,939 0 257,782
VERIZON COMMUNICATIONS INC Common Stocks 92343V104 123,917 2,681,040 SH   SOLE   2,382,695 0 298,345
VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 49,197 418,844 SH   SOLE   412,241 0 6,603
VISA INC Common Stocks 92826C839 394,400 5,085,748 SH   SOLE   4,564,276 0 521,472
WOODWARD INC Common Stocks 980745103 83,253 1,676,452 SH   SOLE   1,646,313 0 30,139
EXPEDIA INC DEL Common Stocks 30212P303 4 30 SH   SOLE   30 0 0
SPDR S&P 500 ETF TR ETF 78462F103 249 1,220 SH   SOLE   1,220 0 0