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 166,157 9,154,653 SH   SOLE   8,981,779 0 172,874
ACTUANT CORP Common Stocks 00508X203 40,550 1,562,633 SH   SOLE   1,542,342 0 20,291
AETNA INC NEW Common Stocks 00817Y108 172,963 1,394,753 SH   SOLE   1,234,841 0 159,912
AMERISOURCEBERGEN CORP Common Stocks 03073E105 425,421 5,440,860 SH   SOLE   4,884,083 0 556,777
ANTHEM INC Common Stocks 036752103 438,544 3,050,319 SH   SOLE   2,715,740 0 334,579
ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 149,618 2,720,329 SH   SOLE   2,668,394 0 51,935
AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 518,462 7,943,351 SH   SOLE   7,200,823 0 742,528
BANK NEW YORK MELLON CORP Common Stocks 064058100 280,194 5,913,757 SH   SOLE   5,295,672 0 618,085
BOEING CO Common Stocks 097023105 289,646 1,860,523 SH   SOLE   1,672,128 0 188,395
CARDINAL HEALTH INC Common Stocks 14149Y108 311,826 4,332,718 SH   SOLE   3,844,967 0 487,751
CBRE GROUP INC Common Stocks 12504L109 236,488 7,509,946 SH   SOLE   6,668,885 0 841,061
CEB INC Common Stocks 125134106 33,811 557,940 SH   SOLE   551,887 0 6,053
CHOICE HOTELS INTL INC Common Stocks 169905106 33,152 591,473 SH   SOLE   583,834 0 7,639
CISCO SYS INC Common Stocks 17275R102 177,432 5,871,339 SH   SOLE   5,183,291 0 688,048
CRANE CO Common Stocks 224399105 22,130 306,849 SH   SOLE   302,787 0 4,062
CVS HEALTH CORP Common Stocks 126650100 420,930 5,334,307 SH   SOLE   4,736,608 0 597,699
DISCOVERY COMMUNICATNS NEW Common Stocks 25470F302 385,925 14,410,942 SH   SOLE   12,933,433 0 1,477,509
DISNEY WALT CO Common Stocks 254687106 226,975 2,177,854 SH   SOLE   1,961,652 0 216,202
ENERSYS Common Stocks 29275Y102 43,771 560,445 SH   SOLE   554,275 0 6,170
EVEREST RE GROUP LTD Common Stocks G3223R108 428,745 1,981,260 SH   SOLE   1,795,662 0 185,598
FORWARD AIR CORP Common Stocks 349853101 50,054 1,056,435 SH   SOLE   1,042,978 0 13,457
FOSSIL GROUP INC Common Stocks 34988V106 294,020 11,369,693 SH   SOLE   10,470,149 0 899,544
FRANKLIN RES INC Common Stocks 354613101 213,768 5,400,910 SH   SOLE   4,790,989 0 609,921
MILLER HERMAN INC Common Stocks 600544100 32,480 949,701 SH   SOLE   937,487 0 12,214
HILTON WORLDWIDE HLDGS INC Common Stocks 43300A203 363,139 13,350,701 SH   SOLE   11,979,928 0 1,370,773
INTERCONTINENTAL HOTELS GROU Common Stocks 45857P608 199,369 4,497,395 SH   SOLE   3,961,423 0 535,972
ISHARES TR Common Stocks 464287598 359 3,203 SH   SOLE   3,203 0 0
ITURAN LOCATION AND CONTROL Common Stocks M6158M104 91,393 3,448,782 SH   SOLE   3,416,166 0 32,616
JONES LANG LASALLE INC Common Stocks 48020Q107 124,775 1,234,908 SH   SOLE   1,211,275 0 23,633
LA QUINTA HLDGS INC Common Stocks 50420D108 80,176 5,642,199 SH   SOLE   5,590,901 0 51,298
LINDSAY CORP Common Stocks 535555106 43,392 581,585 SH   SOLE   575,427 0 6,158
MASTERCARD INCORPORATED Common Stocks 57636Q104 394,796 3,823,683 SH   SOLE   3,429,029 0 394,654
MCKESSON CORP Common Stocks 58155Q103 486,125 3,461,194 SH   SOLE   3,119,519 0 341,675
NATIONAL OILWELL VARCO INC Common Stocks 637071101 610,087 16,295,053 SH   SOLE   14,489,487 0 1,805,566
NAVIGANT CONSULTING INC Common Stocks 63935N107 38,251 1,461,066 SH   SOLE   1,447,162 0 13,904
NAVIGATORS GROUP INC Common Stocks 638904102 94,559 803,053 SH   SOLE   794,322 0 8,731
ORACLE CORP Common Stocks 68389X105 870,273 22,633,884 SH   SOLE   20,423,173 0 2,210,711
OUTFRONT MEDIA INC Common Stocks 69007J106 23,839 958,540 SH   SOLE   941,075 0 17,465
PARKER HANNIFIN CORP Common Stocks 701094104 158,259 1,130,421 SH   SOLE   1,005,321 0 125,100
QORVO INC Common Stocks 74736K101 305,996 5,803,082 SH   SOLE   5,167,229 0 635,853
SABRE CORP Common Stocks 78573M104 166,315 6,665,950 SH   SOLE   5,930,187 0 735,763
SALLY BEAUTY HLDGS INC Common Stocks 79546E104 61,867 2,341,677 SH   SOLE   2,311,772 0 29,905
SELECT COMFORT CORP Common Stocks 81616X103 136,488 6,033,958 SH   SOLE   5,931,863 0 102,095
SKYWORKS SOLUTIONS INC Common Stocks 83088M102 296,585 3,972,476 SH   SOLE   3,562,362 0 410,114
SOTHEBYS Common Stocks 835898107 79,920 2,005,014 SH   SOLE   1,969,609 0 35,405
SPDR S&P 500 ETF TR Common Stocks 78462F103 3,381 15,126 SH   SOLE   15,126 0 0
STATE STR CORP Common Stocks 857477103 378,153 4,865,592 SH   SOLE   4,302,133 0 563,459
THERMON GROUP HLDGS INC Common Stocks 88362T103 29,310 1,535,371 SH   SOLE   1,517,478 0 17,893
TIME WARNER INC Common Stocks 887317303 144,381 1,495,709 SH   SOLE   1,320,653 0 175,056
TUPPERWARE BRANDS CORP Common Stocks 899896104 31,280 594,451 SH   SOLE   588,173 0 6,278
UNITEDHEALTH GROUP INC Common Stocks 91324P102 95,623 597,494 SH   SOLE   523,820 0 73,674
VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 120,737 1,022,759 SH   SOLE   1,001,354 0 21,405
VISA INC Common Stocks 92826C839 377,563 4,839,570 SH   SOLE   4,346,903 0 492,667
WOODWARD INC Common Stocks 980745103 26,496 383,721 SH   SOLE   378,705 0 5,016