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
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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 61,892 1,882,939 SH   SOLE   1,849,261 0 33,678
Acuity Brands Inc. Common Stock 00508Y102 60,643 505,320 SH   SOLE   496,717 0 8,603
Alphabet Inc. Common Stock 02079K107 476,325 405,967 SH   SOLE   375,561 0 30,406
Amazon.com Inc. Common Stock 023135106 553,105 310,602 SH   SOLE   287,656 0 22,946
AmerisourceBergen Corp. Common Stock 03073E105 195,421 2,457,506 SH   SOLE   2,233,061 0 224,445
Anthem Inc. Common Stock 036752103 16 55 SH   SOLE   55 0 0
AutoZone Inc. Common Stock 053332102 34 33 SH   SOLE   33 0 0
Axalta Coating Systems Common Stock G0750C108 1 55 SH   SOLE   55 0 0
Axis Capital Holdings Ltd. Common Stock G0692U109 320,314 5,847,282 SH   SOLE   5,410,032 0 437,250
Bank of New York Mellon Corp. Common Stock 064058100 27 532 SH   SOLE   532 0 0
Cardinal Health Inc. Common Stock 14149Y108 22 465 SH   SOLE   465 0 0
Carlisle Companies Inc. Common Stock 142339100 29,965 244,371 SH   SOLE   239,899 0 4,472
CBRE Group Inc. Common Stock 12504L109 8 157 SH   SOLE   157 0 0
Choice Hotels International Inc. Common Stock 169905106 23 298 SH   SOLE   298 0 0
Coherent Inc. Common Stock 192479103 171,588 1,210,757 SH   SOLE   1,190,719 0 20,038
Crane Co. Common Stock 224399105 23,965 283,204 SH   SOLE   278,016 0 5,188
Cushman & Wakefield Plc Common Stock G2717B108 149,004 8,371,022 SH   SOLE   8,230,497 0 140,525
CVS Health Corp. Common Stock 126650100 429,200 7,958,469 SH   SOLE   7,338,393 0 620,076
Despegar.com Corp. Common Stock G27358103 53,542 3,593,398 SH   SOLE   3,528,034 0 65,364
Everest Re Group Ltd. Common Stock G3223R108 284,519 1,317,461 SH   SOLE   1,207,272 0 110,189
Facebook Inc. Common Stock 30303M102 311,339 1,867,771 SH   SOLE   1,709,208 0 158,563
Frontdoor Inc. Common Stock 35905A109 42,265 1,227,916 SH   SOLE   1,205,206 0 22,710
Hilton Worldwide Holdings Inc. Common Stock 43300A203 765,744 9,213,618 SH   SOLE   8,523,080 0 690,538
Ituran Location & Control Ltd. Common Stock M6158M104 60,790 1,780,091 SH   SOLE   1,751,761 0 28,330
Jones Lang LaSalle Inc. Common Stock 48020Q107 112,568 730,107 SH   SOLE   717,423 0 12,684
KKR & Co. Inc. Common Stock 48251W104 659,350 28,069,392 SH   SOLE   26,112,470 0 1,956,922
Landstar Systems Inc. Common Stock 515098101 33 298 SH   SOLE   298 0 0
Marriott International Inc/MD Common Stock 571903202 196,713 1,572,573 SH   SOLE   1,440,932 0 131,641
Mastercard Inc. Common Stock 57636Q104 771,848 3,278,181 SH   SOLE   3,040,053 0 238,128
McKesson Corp. Common Stock 58155Q103 493,794 4,218,301 SH   SOLE   3,872,224 0 346,077
Microsoft Corp. Common Stock 594918104 382,782 3,245,567 SH   SOLE   2,982,775 0 262,792
Moody's Corp. Common Stock 615369105 12 64 SH   SOLE   64 0 0
MSC Industrial Direct Co. Common Stock 553530106 34,278 414,435 SH   SOLE   407,282 0 7,153
National Oilwell Varco Inc. Common Stock 637071101 564,845 21,202,898 SH   SOLE   19,423,872 0 1,779,026
Northern Trust Corp. Common Stock 665859104 20 226 SH   SOLE   226 0 0
NVIDIA Corp Common Stock 67066G104 410,469 2,285,970 SH   SOLE   2,162,902 0 123,068
Oracle Corp. Common Stock 68389X105 225,541 4,199,237 SH   SOLE   3,860,979 0 338,258
O'Reilly Automotive Inc. Common Stock 67103H107 28 71 SH   SOLE   71 0 0
Parker-Hannifin Corp. Common Stock 701094104 362,797 2,113,953 SH   SOLE   1,952,029 0 161,924
Qorvo Inc. Common Stock 74736K101 766,059 10,679,762 SH   SOLE   9,894,519 0 785,243
S&P Global Inc. Common Stock 78409V104 383,770 1,822,702 SH   SOLE   1,675,004 0 147,698
Sabre Corp. Common Stock 78573M104 32,031 1,497,474 SH   SOLE   1,470,653 0 26,821
Skyworks Solutions Inc. Common Stock 83088M102 691,001 8,377,796 SH   SOLE   7,737,336 0 640,460
Sleep Number Corp. Common Stock 83125X103 51,439 1,094,457 SH   SOLE   1,075,927 0 18,530
Sotheby's Common Stock 835898107 119,052 3,153,685 SH   SOLE   3,100,010 0 53,675
State Street Corp. Common Stock 857477103 25 383 SH   SOLE   383 0 0
Tempur Sealy International Inc. Common Stock 88023U101 53 920 SH   SOLE   920 0 0
Teradyne Inc. Common Stock 880770102 306,271 7,687,527 SH   SOLE   7,034,936 0 652,591
United Parcel Services Inc. Common Stock 911312106 458,486 4,103,154 SH   SOLE   3,771,892 0 331,262
Versum Materials Inc. Common Stock 92532W103 79 1,569 SH   SOLE   1,569 0 0
Virtus Investment Partners Inc. Common Stock 92828Q109 47,986 491,908 SH   SOLE   483,052 0 8,856
Visa Inc. Common Stock 92826C839 488,392 3,126,907 SH   SOLE   2,891,129 0 235,778
WESCO International Inc. Common Stock 95082P105 39,059 736,817 SH   SOLE   723,622 0 13,195
Woodward Inc. Common Stock 980745103 11,953 125,965 SH   SOLE   123,688 0 2,277