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 163,269 7,167,201 SH   SOLE   7,029,576 0 137,625
ACTUANT CORP Common Stocks 00508X203 42,461 1,658,650 SH   SOLE   1,642,691 0 15,959
AETNA INC NEW Common Stocks 00817Y108 183,056 1,151,223 SH   SOLE   1,040,846 0 110,377
ALPHABET INC Common Stocks 02079K107 499,889 521,201 SH   SOLE   470,342 0 50,859
AMERISOURCEBERGEN CORP Common Stocks 03073E105 481,581 5,819,707 SH   SOLE   5,154,193 0 665,514
ANTHEM INC Common Stocks 036752103 165,649 872,391 SH   SOLE   778,613 0 93,778
ASPEN INSURANCE HOLDINGS LTD Common Stocks G05384105 99,401 2,460,425 SH   SOLE   2,413,979 0 46,446
AXIS CAPITAL HOLDINGS LTD Common Stocks G0692U109 383,560 6,692,720 SH   SOLE   6,079,233 0 613,487
BANK NEW YORK MELLON CORP Common Stocks 064058100 312,676 5,897,318 SH   SOLE   5,307,737 0 589,581
CARDINAL HEALTH INC Common Stocks 14149Y108 309,479 4,624,616 SH   SOLE   4,079,702 0 544,914
CARLISLE COS INC Common Stocks 142339100 43,505 433,793 SH   SOLE   429,816 0 3,977
CBRE GROUP INC Common Stocks 12504L109 296,811 7,835,567 SH   SOLE   7,015,118 0 820,449
CHOICE HOTELS INTL INC Common Stocks 169905106 38,180 597,495 SH   SOLE   592,928 0 4,567
CRANE CO Common Stocks 224399105 34,616 432,754 SH   SOLE   429,049 0 3,705
CREDIT ACCEP CORP MICH Common Stocks 225310101 55,281 197,314 SH   SOLE   195,444 0 1,870
CVS HEALTH CORP Common Stocks 126650100 710,419 8,736,102 SH   SOLE   7,840,521 0 895,581
EVEREST RE GROUP LTD Common Stocks G3223R108 327,822 1,435,361 SH   SOLE   1,318,225 0 117,136
FORWARD AIR CORP Common Stocks 349853101 22,284 389,381 SH   SOLE   385,454 0 3,927
MILLER HERMAN INC Common Stocks 600544100 36,057 1,004,385 SH   SOLE   996,002 0 8,383
HILTON WORLDWIDE HLDGS INC Common Stocks 43300A203 275,742 3,970,356 SH   SOLE   3,614,245 0 356,111
INTERCONTINENTAL HOTELS GROU Common Stocks 45857P707 151,108 2,857,034 SH   SOLE   2,540,216 0 316,818
ISHARES TR Common Stocks 464287655 1,674 11,300 SH   SOLE   11,300 0 0
ITURAN LOCATION AND CONTROL Common Stocks M6158M104 90,616 2,513,628 SH   SOLE   2,489,967 0 23,661
JONES LANG LASALLE INC Common Stocks 48020Q107 165,785 1,342,390 SH   SOLE   1,319,288 0 23,102
LA QUINTA HLDGS INC Common Stocks 50420D108 42,756 2,443,183 SH   SOLE   2,425,280 0 17,903
LINDSAY CORP Common Stocks 535555106 41,251 448,868 SH   SOLE   445,566 0 3,302
MASTERCARD INCORPORATED Common Stocks 57636Q104 547,662 3,878,629 SH   SOLE   3,508,126 0 370,503
MCKESSON CORP Common Stocks 58155Q103 507,972 3,306,897 SH   SOLE   2,980,288 0 326,609
MOODYS CORP Common Stocks 615369105 208,033 1,494,378 SH   SOLE   1,364,762 0 129,616
MSC INDL DIRECT INC Common Stocks 553530106 59,653 789,375 SH   SOLE   780,126 0 9,249
NATIONAL OILWELL VARCO INC Common Stocks 637071101 793,545 22,209,508 SH   SOLE   19,808,753 0 2,400,755
NAVIGATORS GROUP INC Common Stocks 638904102 55,383 949,155 SH   SOLE   940,080 0 9,075
NORTHERN TR CORP Common Stocks 665859104 204,444 2,223,913 SH   SOLE   1,973,578 0 250,335
O REILLY AUTOMOTIVE INC NEW Common Stocks 67103H107 274,937 1,276,578 SH   SOLE   1,137,243 0 139,335
ORACLE CORP Common Stocks 68389X105 1,055,309 21,826,461 SH   SOLE   19,576,115 0 2,250,346
OUTFRONT MEDIA INC Common Stocks 69007J106 27,285 1,083,605 SH   SOLE   1,074,565 0 9,040
PARKER HANNIFIN CORP Common Stocks 701094104 179,352 1,024,751 SH   SOLE   907,869 0 116,882
QORVO INC Common Stocks 74736K101 476,057 6,735,385 SH   SOLE   5,995,440 0 739,945
S&P GLOBAL INC Common Stocks 78409V104 175,206 1,120,886 SH   SOLE   1,011,155 0 109,731
SABRE CORP Common Stocks 78573M104 263,870 14,578,427 SH   SOLE   13,722,119 0 856,308
SELECT COMFORT CORP Common Stocks 81616X103 131,254 4,227,174 SH   SOLE   4,142,606 0 84,568
SKYWORKS SOLUTIONS INC Common Stocks 83088M102 341,795 3,354,221 SH   SOLE   3,010,490 0 343,731
SOTHEBYS Common Stocks 835898107 60,452 1,311,039 SH   SOLE   1,286,092 0 24,947
STATE STR CORP Common Stocks 857477103 437,847 4,582,869 SH   SOLE   4,049,310 0 533,559
THERMON GROUP HLDGS INC Common Stocks 88362T103 21,138 1,174,967 SH   SOLE   1,161,029 0 13,938
TUPPERWARE BRANDS CORP Common Stocks 899896104 30,361 491,112 SH   SOLE   486,589 0 4,523
UNITED TECHNOLOGIES CORP Common Stocks 913017109 105,642 910,077 SH   SOLE   814,012 0 96,065
VIRTUS INVT PARTNERS INC Common Stocks 92828Q109 51,038 439,797 SH   SOLE   432,463 0 7,334
VISA INC Common Stocks 92826C839 538,369 5,115,625 SH   SOLE   4,634,141 0 481,484
WESCO INTL INC Common Stocks 95082P105 72,886 1,251,262 SH   SOLE   1,239,514 0 11,748
WOODWARD INC Common Stocks 980745103 49,315 635,427 SH   SOLE   629,608 0 5,819
WPP PLC NEW Common Stocks 92937A102 32,691 352,268 SH   SOLE   334,409 0 17,859