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
ACCELERON PHARMA INC COM 00434H108 13,774 352,286 SH   SOLE   254,352 0 97,934
ACI WORLDWIDE INC COM 004498101 41,918 1,767,214 SH   SOLE   1,276,713 0 490,501
ACUITY BRANDS INC COM 00508Y102 25,057 180,020 SH   SOLE   130,043 0 49,977
ADVANCE AUTO PARTS INC COM 00751Y106 436,919 3,685,527 SH   SOLE   3,327,760 0 357,767
AGNC INVT CORP COM 00123Q104 32,378 1,711,314 SH   SOLE   1,580,745 0 130,569
AIR LEASE CORP CL A 00912X302 261,096 6,126,142 SH   SOLE   5,783,984 0 342,158
ALBEMARLE CORP COM 012653101 144,409 1,557,135 SH   SOLE   1,463,487 0 93,648
ALEXION PHARMACEUTICALS INC COM 015351109 116,827 1,048,156 SH   SOLE   1,001,433 0 46,723
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 337,680 1,839,816 SH   SOLE   1,715,747 0 124,069
ALIGN TECHNOLOGY INC COM 016255101 72,283 287,830 SH   SOLE   275,331 0 12,499
ALLEGHANY CORP DEL COM 017175100 235,606 383,449 SH   SOLE   360,026 0 23,423
ALLERGAN PLC SHS G0177J108 57,101 339,304 SH   SOLE   339,304 0 0
ALLSTATE CORP COM 020002101 114,205 1,204,691 SH   SOLE   1,109,128 0 95,563
ALPHABET INC CAP STK CL A 02079K305 637,857 615,015 SH   SOLE   558,339 0 56,676
ALPHABET INC CAP STK CL C 02079K107 262,463 254,376 SH   SOLE   234,849 0 19,527
AMAZON COM INC COM 023135106 319,247 220,575 SH   SOLE   196,584 0 23,991
AMBARELLA INC SHS G037AX101 22,061 450,312 SH   SOLE   325,295 0 125,017
AMBEV SA SPONSORED ADR 02319V103 87,035 11,971,741 SH   SOLE   10,581,736 0 1,390,005
AMERCO COM 023586100 122,406 354,698 SH   SOLE   326,701 0 27,997
AMERICAN EXPRESS CO COM 025816109 463,052 4,964,107 SH   SOLE   4,479,140 0 484,967
AMERISOURCEBERGEN CORP COM 03073E105 92,094 1,068,248 SH   SOLE   983,928 0 84,320
ANALOG DEVICES INC COM 032654105 144,253 1,582,932 SH   SOLE   1,457,891 0 125,041
ANDEAVOR COM 03349M105 132,973 1,322,322 SH   SOLE   1,218,446 0 103,876
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 17,893 1,119,006 SH   SOLE   808,352 0 310,654
ANTHEM INC COM 036752103 280,211 1,275,426 SH   SOLE   1,171,814 0 103,612
AON PLC SHS CL A G0408V102 1,307,987 9,320,797 SH   SOLE   8,587,433 0 733,364
APACHE CORP COM 037411105 133,193 3,461,353 SH   SOLE   3,264,861 0 196,492
APPLE INC COM 037833100 80,956 482,515 SH   SOLE   482,515 0 0
APPLIED MATLS INC COM 038222105 13,401 240,981 SH   SOLE   171,350 0 69,631
APTIV PLC SHS G6095L109 666,857 7,848,147 SH   SOLE   7,370,246 0 477,901
ARCH CAP GROUP LTD ORD G0450A105 1,549,342 18,101,906 SH   SOLE   16,954,844 0 1,147,062
ARROW ELECTRS INC COM 042735100 133,533 1,733,738 SH   SOLE   1,597,051 0 136,687
ASML HOLDING N V N Y REGISTRY SHS N07059210 471,737 2,375,789 SH   SOLE   2,193,032 0 182,757
ATLASSIAN CORP PLC CL A G06242104 434,550 8,059,157 SH   SOLE   7,451,037 0 608,120
AUTONATION INC COM 05329W102 229,874 4,913,928 SH   SOLE   4,613,952 0 299,976
AVNET INC COM 053807103 73,977 1,771,477 SH   SOLE   1,638,043 0 133,434
AXALTA COATING SYS LTD COM G0750C108 122,855 4,069,385 SH   SOLE   3,749,525 0 319,860
BAIDU INC SPON ADR REP A 056752108 1,345,167 6,027,005 SH   SOLE   5,657,190 0 369,815
BANK AMER CORP COM 060505104 546,199 18,212,712 SH   SOLE   16,733,272 0 1,479,440
BANK NEW YORK MELLON CORP COM 064058100 701,098 13,605,620 SH   SOLE   12,279,891 0 1,325,729
BB&T CORP COM 054937107 3,829 73,583 SH   SOLE   73,583 0 0
BECTON DICKINSON & CO COM 075887109 131,107 605,018 SH   SOLE   575,955 0 29,063
BENEFITFOCUS INC COM 08180D106 24,868 1,019,181 SH   SOLE   736,221 0 282,960
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,798 475,225 SH   SOLE   475,225 0 0
BLACKBERRY LTD COM 09228F103 167 14,523 SH   SOLE   14,523 0 0
BLACKLINE INC COM 09239B109 32,713 834,291 SH   SOLE   603,063 0 231,228
BLOCK H & R INC COM 093671105 71,471 2,812,705 SH   SOLE   2,589,748 0 222,957
BOOKING HLDGS INC COM 09857L108 226,070 108,667 SH   SOLE   99,840 0 8,827
BOSTON SCIENTIFIC CORP COM 101137107 729,564 26,704,378 SH   SOLE   24,985,983 0 1,718,395
BOX INC CL A 10316T104 137,450 6,688,587 SH   SOLE   6,092,815 0 595,772
BRIGHT HORIZONS FAM SOL IN D COM 109194100 51,466 516,107 SH   SOLE   372,309 0 143,798
BURLINGTON STORES INC COM 122017106 38,639 290,193 SH   SOLE   209,254 0 80,939
BWX TECHNOLOGIES INC COM 05605H100 252,498 3,974,474 SH   SOLE   3,590,630 0 383,844
CAE INC COM 124765108 12,588 676,307 SH   SOLE   479,689 0 196,618
CALLON PETE CO DEL COM 13123X102 23,895 1,804,776 SH   SOLE   1,304,250 0 500,526
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 34,874 1,043,516 SH   SOLE   753,423 0 290,093
CANADIAN PAC RY LTD COM 13645T100 577,622 3,272,646 SH   SOLE   2,860,746 0 411,900
CARDINAL HEALTH INC COM 14149Y108 49,087 783,136 SH   SOLE   783,136 0 0
CARMAX INC OPTIONS 143130102 2,597 50,000 SH Put SOLE   0 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 96,640 846,978 SH   SOLE   810,186 0 36,792
CBS CORP NEW CL B 124857202 116,057 2,258,355 SH   SOLE   2,150,678 0 107,677
CDK GLOBAL INC COM 12508E101 3,646 57,555 SH   SOLE   57,555 0 0
CELANESE CORP DEL COM SER A 150870103 235,221 2,347,280 SH   SOLE   2,192,163 0 155,117
CELGENE CORP COM 151020104 26,499 297,035 SH   SOLE   210,877 0 86,158
CHECK POINT SOFTWARE TECH LT OPTIONS M22465104 2,484 25,000 SH Put SOLE   0 0 0
CHEGG INC COM 163092109 30,364 1,469,714 SH   SOLE   1,061,702 0 408,012
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 24,985 308,462 SH   SOLE   308,462 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 32,046 243,306 SH   SOLE   243,306 0 0
CHUBB LIMITED COM H1467J104 50,243 367,356 SH   SOLE   367,356 0 0
CIGNA CORPORATION COM 125509109 154,396 920,448 SH   SOLE   879,870 0 40,578
CIMAREX ENERGY CO COM 171798101 111,803 1,195,756 SH   SOLE   1,101,688 0 94,068
CINTAS CORP COM 172908105 257,147 1,507,489 SH   SOLE   1,439,080 0 68,409
CISCO SYS INC COM 17275R102 57,796 1,347,531 SH   SOLE   1,347,531 0 0
CITIGROUP INC COM NEW 172967424 765,816 11,345,417 SH   SOLE   10,328,495 0 1,016,922
CITIZENS FINL GROUP INC COM 174610105 113,708 2,708,629 SH   SOLE   2,345,751 0 362,878
CME GROUP INC COM CL A 12572Q105 19,979 123,528 SH   SOLE   102,565 0 20,963
COCA COLA EUROPEAN PARTNERS SHS G25839104 419,365 10,066,364 SH   SOLE   8,830,687 0 1,235,677
COGNEX CORP COM 192422103 23,763 457,068 SH   SOLE   329,726 0 127,342
COHERENT INC COM 192479103 80,273 428,349 SH   SOLE   396,999 0 31,350
CONCHO RES INC COM 20605P101 283,847 1,888,158 SH   SOLE   1,805,966 0 82,192
COPA HOLDINGS SA CL A P31076105 24,791 192,732 SH   SOLE   192,732 0 0
CREDICORP LTD COM G2519Y108 15,878 69,936 SH   SOLE   69,936 0 0
CREE INC COM 225447101 25,541 633,608 SH   SOLE   460,183 0 173,425
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,085 66,175 SH   SOLE   66,175 0 0
CUBIC CORP COM 229669106 18,686 293,799 SH   SOLE   228,518 0 65,281
CURTISS WRIGHT CORP COM 231561101 45,273 335,180 SH   SOLE   260,721 0 74,459
DAVITA INC COM 23918K108 19,614 297,449 SH   SOLE   211,247 0 86,202
DELPHI TECHNOLOGIES PLC SHS G2709G107 136,138 2,857,033 SH   SOLE   2,554,999 0 302,034
DEVON ENERGY CORP NEW COM 25179M103 234,613 7,380,094 SH   SOLE   6,980,953 0 399,141
DEXCOM INC COM 252131107 49,267 664,339 SH   SOLE   479,668 0 184,671
DIAMONDBACK ENERGY INC COM 25278X109 225,090 1,779,089 SH   SOLE   1,701,964 0 77,125
DISCOVER FINL SVCS COM 254709108 153,623 2,135,726 SH   SOLE   2,036,144 0 99,582
DONALDSON INC COM 257651109 52,376 1,162,608 SH   SOLE   839,847 0 322,761
DOWDUPONT INC COM 26078J100 68,238 1,071,073 SH   SOLE   975,055 0 96,018
EDWARDS LIFESCIENCES CORP COM 28176E108 264,148 1,893,266 SH   SOLE   1,808,361 0 84,905
ELECTRONIC ARTS INC COM 285512109 4,952 40,841 SH   SOLE   40,841 0 0
ELLIE MAE INC COM 28849P100 39,329 427,770 SH   SOLE   309,027 0 118,743
ENEL AMERICAS S A SPONSORED ADR 29274F104 37,197 3,201,097 SH   SOLE   2,273,463 0 927,634
EOG RES INC COM 26875P101 49,605 471,216 SH   SOLE   471,216 0 0
EPAM SYS INC COM 29414B104 14,886 129,987 SH   SOLE   129,987 0 0
EQUIFAX INC COM 294429105 18,620 158,051 SH   SOLE   112,379 0 45,672
EQUITY COMWLTH COM SH BEN INT 294628102 115,665 3,771,266 SH   SOLE   3,472,842 0 298,424
ERICSSON ADR B SEK 10 294821608 87,102 13,609,614 SH   SOLE   12,686,937 0 922,677
EXACT SCIENCES CORP COM 30063P105 60,243 1,493,759 SH   SOLE   1,428,708 0 65,051
EXPEDIA GROUP INC COM NEW 30212P303 141,580 1,282,310 SH   SOLE   1,225,639 0 56,671
EXPRESS SCRIPTS HLDG CO COM 30219G108 68,678 994,179 SH   SOLE   964,685 0 29,494
FACEBOOK INC CL A 30303M102 322,836 2,020,378 SH   SOLE   1,848,012 0 172,366
FEDEX CORP COM 31428X106 298,321 1,242,435 SH   SOLE   1,117,197 0 125,238
FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 281 90,000 SH   SOLE   90,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 46,446 482,301 SH   SOLE   379,498 0 102,803
FIFTH THIRD BANCORP COM 316773100 174,097 5,483,376 SH   SOLE   5,051,496 0 431,880
FIRST REP BK SAN FRANCISCO C COM 33616C100 244,698 2,642,243 SH   SOLE   2,519,012 0 123,231
FISERV INC COM 337738108 7,088 99,396 SH   SOLE   70,674 0 28,722
FLIR SYS INC COM 302445101 85,388 1,707,422 SH   SOLE   1,623,087 0 84,335
FLOOR & DECOR HLDGS INC CL A 339750101 13,064 250,650 SH   SOLE   181,068 0 69,582
FLUOR CORP NEW COM 343412102 304,979 5,329,940 SH   SOLE   4,915,364 0 414,576
GARDNER DENVER HLDGS INC COM 36555P107 213,776 6,967,934 SH   SOLE   6,386,483 0 581,451
GARTNER INC COM 366651107 103,515 880,081 SH   SOLE   841,926 0 38,155
GCI LIBERTY INC COM CLASS A 36164V305 80,966 1,531,699 SH   SOLE   1,441,324 0 90,375
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 9,308 320,421 SH   SOLE   310,405 0 10,016
GENTEX CORP COM 371901109 148,018 6,429,955 SH   SOLE   5,922,249 0 507,706
GLAUKOS CORP COM 377322102 13,053 423,401 SH   SOLE   305,522 0 117,879
GLOBAL PMTS INC COM 37940X102 582,653 5,224,651 SH   SOLE   4,998,052 0 226,599
GOLDMAN SACHS GROUP INC COM 38141G104 58,340 231,638 SH   SOLE   231,638 0 0
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 1,908 627,660 SH   SOLE   627,660 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 49,063 2,314,286 SH   SOLE   2,042,936 0 271,350
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 36,396 553,468 SH   SOLE   553,468 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 47,963 1,580,855 SH   SOLE   1,580,855 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 331,299 4,098,715 SH   SOLE   3,695,488 0 403,227
HALOZYME THERAPEUTICS INC COM 40637H109 33,259 1,697,760 SH   SOLE   1,226,434 0 471,326
HARRIS CORP DEL COM 413875105 310,575 1,925,688 SH   SOLE   1,776,586 0 149,102
HARRIS CORP DEL OPTIONS 413875105 6,935 43,000 SH Call SOLE   0 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 458,627 4,643,387 SH   SOLE   4,366,695 0 276,692
HEALTHEQUITY INC COM 42226A107 32,590 538,314 SH   SOLE   388,861 0 149,453
HEICO CORP NEW COM 422806109 33,811 389,480 SH   SOLE   302,313 0 87,167
HESS CORP COM 42809H107 261,595 5,167,810 SH   SOLE   4,886,463 0 281,347
HEXCEL CORP NEW COM 428291108 76,417 1,183,108 SH   SOLE   1,131,685 0 51,423
HUBSPOT INC COM 443573100 109,135 1,007,706 SH   SOLE   880,197 0 127,509
IAC INTERACTIVECORP COM 44919P508 193,579 1,237,873 SH   SOLE   1,140,511 0 97,362
ICICI BK LTD ADR 45104G104 36,213 4,091,894 SH   SOLE   4,091,894 0 0
IDEX CORP COM 45167R104 38,058 267,056 SH   SOLE   192,882 0 74,174
INDUSTRIAL SELECT SECTOR SPDR FUND OPTIONS 81369Y704 4,012 54,000 SH Put SOLE   0 0 0
IHS MARKIT LTD SHS G47567105 1,483,091 30,744,011 SH   SOLE   28,536,736 0 2,207,275
IMPAX LABORATORIES INC CONV BOND 45256BAE1 44,615 45,050,000 PRN   SOLE   0 0 45,050,000
IMPERIAL OIL LTD COM NEW 453038408 774,081 29,228,813 SH   SOLE   27,621,429 0 1,607,384
INTERCONTINENTAL EXCHANGE IN COM 45866F104 135,998 1,875,324 SH   SOLE   1,610,246 0 265,078
INTERXION HOLDING N.V SHS N47279109 86,070 1,385,768 SH   SOLE   1,175,303 0 210,465
IQIYI INC SPONSORED ADS 46267X108 1,555 100,000 SH   SOLE   100,000 0 0
ISHARES TR INDIA 50 ETF 464289529 6,383 180,522 SH   SOLE   180,522 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 165,312 2,794,789 SH   SOLE   2,632,946 0 161,843
JD COM INC SPON ADR CL A 47215P106 232,010 5,730,048 SH   SOLE   5,265,936 0 464,112
JOHN BEAN TECHNOLOGIES CORP COM 477839104 77,071 679,641 SH   SOLE   489,281 0 190,360
JOHNSON & JOHNSON COM 478160104 309,052 2,411,640 SH   SOLE   2,176,005 0 235,635
JPMORGAN CHASE & CO COM 46625H100 3,217 29,255 SH   SOLE   29,255 0 0
KIRBY CORP COM 497266106 129,038 1,676,910 SH   SOLE   1,544,163 0 132,747
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC OPTIONS 499049104 1,495 32,500 SH Put SOLE   0 0 0
KROGER CO COM 501044101 151,451 6,326,284 SH   SOLE   5,826,010 0 500,274
L3 TECHNOLOGIES INC COM 502413107 3,334 16,027 SH   SOLE   16,027 0 0
LAM RESEARCH CORP COM 512807108 144,678 712,138 SH   SOLE   678,784 0 33,354
LAMB WESTON HLDGS INC COM 513272104 33,189 570,067 SH   SOLE   449,453 0 120,614
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 63,200 1,608,963 SH   SOLE   1,518,104 0 90,859
LIBERTY GLOBAL PLC SHS CL A G5480U104 170,724 5,452,707 SH   SOLE   4,839,186 0 613,521
LIBERTY GLOBAL PLC SHS CL C G5480U120 311,126 10,224,307 SH   SOLE   9,082,766 0 1,141,541
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 223,690 8,887,149 SH   SOLE   8,379,133 0 508,016
LKQ CORP COM 501889208 946,277 24,934,833 SH   SOLE   23,420,891 0 1,513,942
LOEWS CORP COM 540424108 90,909 1,828,052 SH   SOLE   1,682,970 0 145,082
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 76,040 719,533 SH   SOLE   719,533 0 0
M & T BK CORP COM 55261F104 149,835 812,731 SH   SOLE   748,563 0 64,168
MARSH & MCLENNAN COS INC COM 571748102 648,428 7,851,174 SH   SOLE   7,087,188 0 763,986
MASTERCARD INCORPORATED CL A 57636Q104 35,735 204,013 SH   SOLE   144,817 0 59,196
MATCH GROUP INC COM 57665R106 164,966 3,712,108 SH   SOLE   3,301,089 0 411,019
MAXIM INTEGRATED PRODS INC COM 57772K101 178,635 2,966,377 SH   SOLE   2,837,722 0 128,655
MEDTRONIC PLC SHS G5960L103 1,805,274 22,504,041 SH   SOLE   20,810,308 0 1,693,733
MERCADOLIBRE INC COM 58733R102 29,968 84,089 SH   SOLE   84,089 0 0
MICROSOFT CORP COM 594918104 259,121 2,839,056 SH   SOLE   2,561,294 0 277,762
MONOLITHIC PWR SYS INC COM 609839105 18,694 161,474 SH   SOLE   116,691 0 44,783
MONSTER BEVERAGE CORP NEW COM 61174X109 158,228 2,765,748 SH   SOLE   2,645,015 0 120,733
MOTOROLA SOLUTIONS INC COM NEW 620076307 201,377 1,912,411 SH   SOLE   1,825,487 0 86,924
MRC GLOBAL INC COM 55345K103 16,372 995,851 SH   SOLE   718,580 0 277,271
MULESOFT INC CL A 625207105 51,410 1,168,949 SH   SOLE   844,447 0 324,502
NEOGENOMICS INC COM NEW 64049M209 17,630 2,160,489 SH   SOLE   1,557,252 0 603,237
NETEASE INC SPONSORED ADR 64110W102 310,755 1,108,297 SH   SOLE   986,983 0 121,314
NETEASE INC OPTIONS 64110W102 1,682 6,000 SH Call SOLE   0 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 163,049 1,966,109 SH   SOLE   1,775,450 0 190,659
NEVRO CORP COM 64157F103 50,943 587,787 SH   SOLE   421,878 0 165,909
NEW YORK TIMES CO CL A 650111107 38,845 1,611,828 SH   SOLE   1,480,305 0 131,523
NEWS CORP NEW CL A 65249B109 167,973 10,631,204 SH   SOLE   10,003,012 0 628,192
NIKE INC CL B 654106103 19,528 293,915 SH   SOLE   293,915 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 5,426 114,924 SH   SOLE   114,924 0 0
NOBLE ENERGY INC COM 655044105 480,396 15,854,643 SH   SOLE   14,672,790 0 1,181,853
NORTHROP GRUMMAN CORP COM 666807102 6,123 17,537 SH   SOLE   17,537 0 0
NOVANTA INC COM 67000B104 39,834 763,830 SH   SOLE   554,093 0 209,737
NUTRIEN LTD COM 67077M108 173,561 3,672,481 SH   SOLE   3,504,850 0 167,631
OAKTREE CAP GROUP LLC UNIT CL A 674001201 44,987 1,136,045 SH   SOLE   1,136,045 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 66,905 1,029,935 SH   SOLE   1,029,935 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 50,647 839,914 SH   SOLE   607,698 0 232,216
OMNICOM GROUP INC COM 681919106 118,183 1,626,302 SH   SOLE   1,497,592 0 128,710
ORACLE CORP COM 68389X105 689,752 15,076,556 SH   SOLE   13,745,581 0 1,330,975
PAGSEGURO DIGITAL LTD COM CL A G68707101 11,781 307,445 SH   SOLE   307,445 0 0
PAYLOCITY HLDG CORP COM 70438V106 31,780 620,346 SH   SOLE   447,564 0 172,782
PAYPAL HLDGS INC COM 70450Y103 9,822 129,455 SH   SOLE   92,057 0 37,398
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 455,110 32,185,974 SH   SOLE   28,313,505 0 3,872,469
PIONEER NAT RES CO COM 723787107 386,541 2,250,210 SH   SOLE   2,067,534 0 182,676
POLARIS INDS INC COM 731068102 58,903 514,350 SH   SOLE   491,961 0 22,389
PRICESMART INC COM 741511109 14,044 168,091 SH   SOLE   121,245 0 46,846
PROGRESSIVE CORP OHIO COM 743315103 1,040,769 17,081,390 SH   SOLE   15,868,806 0 1,212,584
PROOFPOINT INC COM 743424103 329,713 2,901,125 SH   SOLE   2,590,418 0 310,707
PTC INC COM 69370C100 23,090 295,985 SH   SOLE   210,260 0 85,725
Q2 HLDGS INC COM 74736L109 75,767 1,663,391 SH   SOLE   1,199,435 0 463,956
QUALCOMM INC COM 747525103 610,316 11,014,540 SH   SOLE   9,950,357 0 1,064,183
RAYTHEON CO COM NEW 755111507 51,744 239,753 SH   SOLE   181,058 0 58,695
ROCKWELL COLLINS INC COM 774341101 74,048 549,113 SH   SOLE   505,540 0 43,573
ROGERS CORP COM 775133101 27,162 227,224 SH   SOLE   164,141 0 63,083
ROPER TECHNOLOGIES INC COM 776696106 254,793 907,738 SH   SOLE   866,391 0 41,347
RSP PERMIAN INC COM 74978Q105 53,186 1,134,521 SH   SOLE   819,596 0 314,925
RYDER SYS INC COM 783549108 129,167 1,774,516 SH   SOLE   1,634,762 0 139,754
S&P GLOBAL INC COM 78409V104 714,077 3,737,447 SH   SOLE   3,491,908 0 245,539
SALESFORCE COM INC COM 79466L302 254,627 2,189,395 SH   SOLE   2,017,485 0 171,910
SIMON PPTY GROUP INC NEW COM 828806109 40,825 264,496 SH   SOLE   264,496 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 11,907 154,560 SH   SOLE   111,647 0 42,913
SKECHERS U S A INC CL A 830566105 152,379 3,918,203 SH   SOLE   3,743,411 0 174,792
SMITH A O COM 831865209 110,346 1,735,267 SH   SOLE   1,650,674 0 84,593
SPLUNK INC COM 848637104 3,858 39,216 SH   SOLE   39,216 0 0
STANLEY BLACK & DECKER INC COM 854502101 150,867 984,774 SH   SOLE   938,810 0 45,964
STARBUCKS CORP COM 855244109 25,363 438,126 SH   SOLE   438,126 0 0
STATE STR CORP COM 857477103 532,398 5,338,389 SH   SOLE   4,904,727 0 433,662
STORE CAP CORP COM 862121100 41,329 1,665,134 SH   SOLE   1,533,716 0 131,418
SVB FINL GROUP COM 78486Q101 223,782 932,388 SH   SOLE   849,633 0 82,755
SYNCHRONY FINL COM 87165B103 61,964 1,848,011 SH   SOLE   1,848,011 0 0
TABLEAU SOFTWARE INC CL A 87336U105 334,369 4,137,208 SH   SOLE   3,833,053 0 304,155
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,841 39,283 SH   SOLE   39,283 0 0
TAL ED GROUP SPONSORED ADS 874080104 50,604 1,364,351 SH   SOLE   1,364,351 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 290,456 4,903,869 SH   SOLE   4,689,570 0 214,299
TE CONNECTIVITY LTD REG SHS H84989104 929,969 9,309,002 SH   SOLE   8,823,725 0 485,277
TECHNIPFMC PLC COM G87110105 28,917 981,908 SH   SOLE   933,045 0 48,863
TECHNOLOGY SELECT SECTOR SPDR FUND OPTIONS 81369Y803 4,121 63,000 SH Put SOLE   0 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND OPTIONS 81369Y803 4,841 74,000 SH Put SOLE   0 0 0
TEGNA INC COM 87901J105 34,641 3,041,387 SH   SOLE   2,805,000 0 236,387
TELEDYNE TECHNOLOGIES INC COM 879360105 85,145 454,909 SH   SOLE   354,832 0 100,077
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,216,061 79,170,626 SH   SOLE   73,969,706 0 5,200,920
TORCHMARK CORP COM 891027104 160,619 1,908,267 SH   SOLE   1,757,804 0 150,463
TRANSUNION COM 89400J107 184,260 3,245,154 SH   SOLE   3,099,354 0 145,800
TRIPADVISOR INC COM 896945201 126,270 3,088,039 SH   SOLE   2,848,826 0 239,213
TWITTER INC COM 90184L102 54,168 1,867,216 SH   SOLE   1,786,125 0 81,091
TYLER TECHNOLOGIES INC COM 902252105 58,918 279,287 SH   SOLE   201,386 0 77,901
UNITED TECHNOLOGIES CORP COM 913017109 294,450 2,340,244 SH   SOLE   2,164,309 0 175,935
VEEVA SYS INC CL A COM 922475108 393,182 5,384,578 SH   SOLE   4,864,640 0 519,938
VERISK ANALYTICS INC COM 92345Y106 6,256 60,157 SH   SOLE   60,157 0 0
VIRTU FINL INC CL A 928254101 35,056 1,062,304 SH   SOLE   766,992 0 295,312
VISA INC COM CL A 92826C839 989,226 8,269,734 SH   SOLE   7,637,123 0 632,611
VISTEON CORP COM NEW 92839U206 59,194 536,957 SH   SOLE   387,415 0 149,542
VULCAN MATLS CO COM 929160109 86,495 757,594 SH   SOLE   723,116 0 34,478
WABCO HLDGS INC COM 92927K102 238,245 1,779,675 SH   SOLE   1,579,863 0 199,812
WABTEC CORP COM 929740108 154,924 1,903,244 SH   SOLE   1,821,378 0 81,866
WASTE CONNECTIONS INC COM 94106B101 143,980 2,006,975 SH   SOLE   1,910,164 0 96,811
WAYFAIR INC CL A 94419L101 79,448 1,176,483 SH   SOLE   1,123,237 0 53,246
WEBSTER FINL CORP CONN COM 947890109 69,288 1,250,688 SH   SOLE   908,835 0 341,853
WELLS FARGO CO NEW COM 949746101 85,719 1,635,549 SH   SOLE   1,499,716 0 135,833
WEST PHARMACEUTICAL SVSC INC COM 955306105 109,997 1,245,865 SH   SOLE   1,186,998 0 58,867
WORKDAY INC CL A 98138H101 115,554 909,085 SH   SOLE   869,513 0 39,572
WORLD FUEL SVCS CORP COM 981475106 77,384 3,152,080 SH   SOLE   2,903,583 0 248,497
WORLD WRESTLING ENTMT INC CL A 98156Q108 14,333 398,022 SH   SOLE   282,463 0 115,559
WORLDPAY INC CL A 981558109 217,397 2,643,445 SH   SOLE   2,525,067 0 118,378
YANDEX N V SHS CLASS A N97284108 83,053 2,105,282 SH   SOLE   2,004,097 0 101,185
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,783 128,723 SH   SOLE   128,723 0 0
YUM CHINA HLDGS INC COM 98850P109 70,834 1,706,851 SH   SOLE   1,706,851 0 0
ZYNGA INC CL A 98986T108 139,101 38,005,725 SH   SOLE   34,287,595 0 3,718,130