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
ACI WORLDWIDE INC Common Stocks 004498101 269,082 10,951,647 SH   SOLE   10,548,862 0 402,785
ACTUANT CORP Common Stocks 00508X203 32,502 1,407,625 SH   SOLE   1,389,716 0 17,909
AETNA INC NEW Common Stocks 00817Y108 312,163 2,449,112 SH   SOLE   2,138,803 0 310,309
ANTHEM INC Common Stocks 036752103 123,620 753,137 SH   SOLE   659,808 0 93,329
APPLE INC Common Stocks 037833100 81,666 651,114 SH   SOLE   567,239 0 83,875
ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 108,918 2,273,857 SH   SOLE   2,230,384 0 43,473
AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 478,128 8,958,730 SH   SOLE   8,128,022 0 830,708
BANK NEW YORK MELLON CORP Common Stocks 064058100 265,727 6,331,363 SH   SOLE   5,574,039 0 757,324
BOEING CO Common Stocks 097023105 302,177 2,178,322 SH   SOLE   1,944,873 0 233,449
CHECK POINT SOFTWARE TECH LT Common Stocks M22465104 86,290 1,084,721 SH   SOLE   957,777 0 126,944
CHEMED CORP NEW Common Stocks 16359R103 19,324 147,398 SH   SOLE   145,240 0 2,158
CHUBB CORP Common Stocks 171232101 268,211 2,819,115 SH   SOLE   2,496,453 0 322,662
CISCO SYS INC Common Stocks 17275R102 204,423 7,444,392 SH   SOLE   6,503,660 0 940,732
COLGATE PALMOLIVE CO Common Stocks 194162103 68,479 1,046,924 SH   SOLE   918,848 0 128,076
CURTISS WRIGHT CORP Common Stocks 231561101 39,744 548,641 SH   SOLE   542,218 0 6,423
DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 305,405 9,826,389 SH   SOLE   8,558,077 0 1,268,312
DISNEY WALT CO Common Stocks 254687106 273,023 2,392,001 SH   SOLE   2,122,181 0 269,820
DONALDSON INC Common Stocks 257651109 27,409 765,610 SH   SOLE   756,970 0 8,640
DOVER CORP Common Stocks 260003108 207,883 2,962,141 SH   SOLE   2,628,401 0 333,740
EATON VANCE CORP Common Stocks 278265103 108,142 2,763,656 SH   SOLE   2,716,288 0 47,368
ENERSYS Common Stocks 29275Y102 103,053 1,466,107 SH   SOLE   1,434,801 0 31,306
EVEREST RE GROUP LTD Common Stocks G3223R108 353,048 1,939,720 SH   SOLE   1,750,327 0 189,393
F5 NETWORKS INC Common Stocks 315616102 211,346 1,756,093 SH   SOLE   1,532,749 0 223,344
FORWARD AIR CORP Common Stocks 349853101 27,287 522,138 SH   SOLE   517,544 0 4,594
FOSSIL GROUP INC Common Stocks 34988V106 444,244 6,404,900 SH   SOLE   5,857,439 0 547,461
FRANKLIN RES INC Common Stocks 354613101 401,403 8,186,868 SH   SOLE   7,240,309 0 946,559
GRACO INC Common Stocks 384109104 18,216 256,462 SH   SOLE   253,104 0 3,358
HENRY JACK & ASSOC INC Common Stocks 426281101 19,578 302,602 SH   SOLE   298,675 0 3,927
MILLER HERMAN INC Common Stocks 600544100 11,305 390,781 SH   SOLE   381,705 0 9,076
HONEYWELL INTL INC Common Stocks 438516106 80,180 786,310 SH   SOLE   684,487 0 101,823
ITURAN LOCATION AND CONTROL Common Stocks M6158M104 61,791 2,478,597 SH   SOLE   2,447,689 0 30,908
LINCOLN ELEC HLDGS INC Common Stocks 533900106 18,139 297,896 SH   SOLE   294,049 0 3,847
LINDSAY CORP Common Stocks 535555106 87,046 990,176 SH   SOLE   970,875 0 19,301
MASTERCARD INC Common Stocks 57636Q104 345,786 3,699,041 SH   SOLE   3,274,559 0 424,482
MICROSOFT CORP Common Stocks 594918104 231,745 5,249,025 SH   SOLE   4,601,353 0 647,672
MSC INDL DIRECT INC Common Stocks 553530106 271,743 3,894,843 SH   SOLE   3,503,981 0 390,862
MSCI INC Common Stocks 55354G100 19,677 319,687 SH   SOLE   315,585 0 4,102
NASDAQ OMX GROUP INC Common Stocks 631103108 280,554 5,747,872 SH   SOLE   5,202,467 0 545,405
NATIONAL OILWELL VARCO INC Common Stocks 637071101 374,107 7,748,675 SH   SOLE   6,952,114 0 796,561
NAVIGANT CONSULTING INC Common Stocks 63935N107 57,291 3,852,789 SH   SOLE   3,811,473 0 41,316
NAVIGATORS GROUP INC Common Stocks 638904102 89,140 1,149,307 SH   SOLE   1,134,307 0 15,000
NORDSON CORP Common Stocks 655663102 12,781 164,094 SH   SOLE   162,172 0 1,922
NU SKIN ENTERPRISES INC Common Stocks 67018T105 135,057 2,865,627 SH   SOLE   2,809,738 0 55,889
OMNICELL INC Common Stocks 68213N109 14,917 395,561 SH   SOLE   390,961 0 4,600
ORACLE CORP Common Stocks 68389X105 762,130 21,300,751 SH   SOLE   18,866,500 0 2,434,251
PARKER HANNIFIN CORP Common Stocks 701094104 733,519 6,305,505 SH   SOLE   5,591,788 0 713,717
PROASSURANCE CORP Common Stocks 74267C106 18,288 395,760 SH   SOLE   390,808 0 4,952
QUALCOMM INC Common Stocks 747525103 87,073 1,390,268 SH   SOLE   1,228,387 0 161,881
SABRE CORP Common Stocks 78573M104 18,276 767,888 SH   SOLE   756,697 0 11,191
SAFETY INS GROUP INC Common Stocks 78648T100 33,585 581,962 SH   SOLE   573,400 0 8,562
SCRIPPS NETWORKS INTERACT IN Common Stocks 811065101 127,044 1,943,463 SH   SOLE   1,627,032 0 316,431
STATE STR CORP Common Stocks 857477103 336,582 4,371,193 SH   SOLE   3,859,802 0 511,391
PRICE T ROWE GROUP INC Common Stocks 74144T108 223,262 2,872,272 SH   SOLE   2,553,925 0 318,347
TIMKEN CO Common Stocks 887389104 18,853 515,527 SH   SOLE   509,322 0 6,205
TIME WARNER INC Common Stocks 887317303 81,342 930,575 SH   SOLE   805,738 0 124,837
TUPPERWARE BRANDS CORP Common Stocks 899896104 57,469 890,443 SH   SOLE   874,812 0 15,631
UNILEVER N V Common Stocks 904784709 84,493 2,019,435 SH   SOLE   1,760,929 0 258,506
VERIZON COMMUNICATIONS INC Common Stocks 92343V104 267,971 5,749,217 SH   SOLE   5,075,436 0 673,781
VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 66,934 506,119 SH   SOLE   499,516 0 6,603
VISA INC Common Stocks 92826C839 325,973 4,854,396 SH   SOLE   4,316,564 0 537,832
WOODWARD INC Common Stocks 980745103 62,876 1,143,410 SH   SOLE   1,128,571 0 14,839