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 Stock 004498101 139,060 5,636,815 SH   SOLE   5,554,888 0 81,927
ACTUANT CORP Common Stock 00508X203 11,195 381,441 SH   SOLE   381,441 0 0
ACUITY BRANDS INC Common Stock 00508Y102 102,932 888,340 SH   SOLE   877,525 0 10,815
AETNA INC NEW Common Stock 00817Y108 393,062 2,142,029 SH   SOLE   1,910,033 0 231,996
ALPHABET INC Common Stock 02079K107 534,588 479,172 SH   SOLE   429,629 0 49,543
AMERISOURCEBERGEN CORP Common Stock 03073E105 425,368 4,988,485 SH   SOLE   4,434,807 0 553,678
ANTHEM INC Common Stock 036752103 151,433 636,193 SH   SOLE   562,765 0 73,428
ASPEN INSURANCE HOLDINGS LTD Common Stock G05384105 83,428 2,049,823 SH   SOLE   2,028,759 0 21,064
AUTOZONE INC Common Stock 053332102 100 149 SH   SOLE   149 0 0
AXALTA COATING SYS LTD Common Stock G0750C108 2 55 SH   SOLE   55 0 0
AXIS CAPITAL HOLDINGS LTD Common Stock G0692U109 432,818 7,781,689 SH   SOLE   7,154,519 0 627,170
BANK NEW YORK MELLON CORP Common Stock 064058100 424,494 7,871,202 SH   SOLE   7,032,334 0 838,868
BROADCOM INC Common Stock 11135F101 225,023 927,394 SH   SOLE   816,706 0 110,688
CARDINAL HEALTH INC Common Stock 14149Y108 53 1,087 SH   SOLE   1,087 0 0
CARLISLE COS INC Common Stock 142339100 49,083 453,169 SH   SOLE   448,089 0 5,080
CBRE GROUP INC Common Stock 12504L109 8 165 SH   SOLE   165 0 0
CRANE CO Common Stock 224399105 27,576 344,146 SH   SOLE   340,399 0 3,747
CREDIT ACCEP CORP MICH Common Stock 225310101 31,050 87,862 SH   SOLE   86,670 0 1,192
CVS HEALTH CORP Common Stock 126650100 612,789 9,522,744 SH   SOLE   8,534,956 0 987,788
DESPEGAR COM CORP Common Stock G27358103 55,276 2,635,944 SH   SOLE   2,607,436 0 28,508
DONALDSON INC Common Stock 257651109 19,009 421,298 SH   SOLE   416,342 0 4,956
EVEREST RE GROUP LTD Common Stock G3223R108 421,945 1,830,722 SH   SOLE   1,654,987 0 175,735
FACEBOOK INC Common Stock 30303M102 265,392 1,365,749 SH   SOLE   1,207,950 0 157,799
FORWARD AIR CORP Common Stock 349853101 20,847 352,853 SH   SOLE   349,006 0 3,847
MILLER HERMAN INC Common Stock 600544100 39,800 1,174,053 SH   SOLE   1,160,201 0 13,852
HILTON WORLDWIDE HLDGS INC Common Stock 43300A203 389,065 4,914,914 SH   SOLE   4,401,491 0 513,423
ITURAN LOCATION AND CONTROL Common Stock M6158M104 82,008 2,702,061 SH   SOLE   2,673,731 0 28,330
JONES LANG LASALLE INC Common Stock 48020Q107 131,464 792,002 SH   SOLE   782,600 0 9,402
KKR & CO L P DEL Common Stock 48248M102 388,743 15,643,574 SH   SOLE   13,929,673 0 1,713,901
LANDSTAR SYS INC Common Stock 515098101 4,009 36,708 SH   SOLE   36,347 0 361
MASTERCARD INCORPORATED Common Stock 57636Q104 560,745 2,853,374 SH   SOLE   2,561,747 0 291,627
MCKESSON CORP Common Stock 58155Q103 502,664 3,768,099 SH   SOLE   3,379,391 0 388,708
MOODYS CORP Common Stock 615369105 52,726 309,137 SH   SOLE   267,218 0 41,919
MSC INDL DIRECT INC Common Stock 553530106 49,012 577,630 SH   SOLE   568,381 0 9,249
NATIONAL OILWELL VARCO INC Common Stock 637071101 879,904 20,274,296 SH   SOLE   18,098,910 0 2,175,386
NAVIGATORS GROUP INC Common Stock 638904102 50,425 884,642 SH   SOLE   875,933 0 8,709
NORTHERN TR CORP Common Stock 665859104 259,509 2,522,199 SH   SOLE   2,245,632 0 276,567
ORACLE CORP Common Stock 68389X105 1,102,360 25,019,520 SH   SOLE   22,472,379 0 2,547,141
O REILLY AUTOMOTIVE INC NEW Common Stock 67103H107 76 278 SH   SOLE   278 0 0
OUTFRONT MEDIA INC Common Stock 69007J106 23,952 1,231,447 SH   SOLE   1,220,467 0 10,980
PARKER HANNIFIN CORP Common Stock 701094104 495,321 3,178,193 SH   SOLE   2,842,450 0 335,743
QORVO INC Common Stock 74736K101 625,174 7,798,102 SH   SOLE   6,957,277 0 840,825
S&P GLOBAL INC Common Stock 78409V104 232,380 1,139,734 SH   SOLE   1,001,321 0 138,413
SABRE CORP Common Stock 78573M104 84,544 3,431,149 SH   SOLE   3,384,436 0 46,713
SKYWORKS SOLUTIONS INC Common Stock 83088M102 636,129 6,581,779 SH   SOLE   5,856,636 0 725,143
SLEEP NUMBER CORP Common Stock 83125X103 144,359 4,974,464 SH   SOLE   4,916,372 0 58,092
SOTHEBYS Common Stock 835898107 38,928 716,378 SH   SOLE   709,038 0 7,340
STATE STR CORP Common Stock 857477103 460,985 4,952,036 SH   SOLE   4,445,346 0 506,690
TEMPUR SEALY INTL INC Common Stock 88023U101 64,808 1,348,756 SH   SOLE   1,334,368 0 14,388
TERADYNE INC Common Stock 880770102 160,491 4,215,694 SH   SOLE   3,722,841 0 492,853
TUPPERWARE BRANDS CORP Common Stock 899896104 40,885 991,383 SH   SOLE   980,180 0 11,203
UNITED PARCEL SERVICE INC Common Stock 911312106 308,056 2,899,895 SH   SOLE   2,568,492 0 331,403
VERSUM MATLS INC Common Stock 92532W103 20,762 558,867 SH   SOLE   552,568 0 6,299
VIRTUS INVT PARTNERS INC Common Stock 92828Q109 69,475 533,272 SH   SOLE   530,564 0 2,708
VISA INC Common Stock 92826C839 503,576 3,802,012 SH   SOLE   3,370,177 0 431,835
WESCO INTL INC Common Stock 95082P105 55,892 978,838 SH   SOLE   967,531 0 11,307
WOODWARD INC Common Stock 980745103 42,813 557,028 SH   SOLE   551,133 0 5,895