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 15,806 372,438 SH   SOLE   255,047 0 117,391
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 227,104 1,483,470 SH   SOLE   1,429,907 0 53,563
ACI WORLDWIDE INC COM 004498101 34,363 1,515,805 SH   SOLE   1,037,861 0 477,944
ACTIVISION BLIZZARD INC COM 00507V109 65,721 1,037,925 SH   SOLE   980,175 0 57,750
ACUITY BRANDS INC COM 00508Y102 41,100 233,523 SH   SOLE   159,237 0 74,286
ADVANCE AUTO PARTS INC COM 00751Y106 347,201 3,482,811 SH   SOLE   3,135,658 0 347,153
ADVANCED ACCELERATOR APPLIC SPONSORED ADS 00790T100 35,515 435,128 SH   SOLE   421,873 0 13,255
AGNC INVT CORP COM 00123Q104 93,842 4,647,927 SH   SOLE   4,410,040 0 237,887
AGRIUM INC COM 008916108 186,303 1,620,027 SH   SOLE   1,550,285 0 69,742
AIR LEASE CORP CL A 00912X302 404,833 8,418,235 SH   SOLE   7,969,611 0 448,624
ALBEMARLE CORP COM 012653101 148,943 1,164,616 SH   SOLE   1,048,648 0 115,968
ALEXION PHARMACEUTICALS INC COM 015351109 71,151 594,960 SH   SOLE   559,864 0 35,096
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 975,513 5,657,442 SH   SOLE   5,048,503 0 608,939
ALLEGHANY CORP DEL COM 017175100 239,631 402,005 SH   SOLE   378,737 0 23,268
ALLERGAN PLC SHS G0177J108 54,928 335,786 SH   SOLE   335,786 0 0
ALLSTATE CORP COM 020002101 133,185 1,271,940 SH   SOLE   1,177,373 0 94,567
ALPHABET INC CAP STK CL A 02079K305 729,402 692,426 SH   SOLE   625,789 0 66,637
ALPHABET INC CAP STK CL C 02079K107 294,222 281,175 SH   SOLE   252,354 0 28,821
AMAZON COM INC COM 023135106 475,528 406,618 SH   SOLE   359,910 0 46,708
AMBARELLA INC SHS G037AX101 23,564 401,087 SH   SOLE   275,404 0 125,683
AMBEV SA SPONSORED ADR 02319V103 76,241 11,801,951 SH   SOLE   10,427,860 0 1,374,091
AMERCO COM 023586100 119,698 316,738 SH   SOLE   293,279 0 23,459
AMERICAN EXPRESS CO COM 025816109 475,356 4,786,588 SH   SOLE   4,312,044 0 474,544
AMERISOURCEBERGEN CORP COM 03073E105 132,996 1,448,446 SH   SOLE   1,340,713 0 107,733
ANALOG DEVICES INC COM 032654105 148,401 1,666,866 SH   SOLE   1,542,873 0 123,993
ANDEAVOR COM 03349M105 154,260 1,349,136 SH   SOLE   1,248,798 0 100,338
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 14,697 745,291 SH   SOLE   510,369 0 234,922
ANTHEM INC COM 036752103 225,017 1,000,033 SH   SOLE   917,244 0 82,789
AON PLC SHS CL A G0408V102 1,332,789 9,946,190 SH   SOLE   9,154,705 0 791,485
APACHE CORP COM 037411105 151,394 3,585,848 SH   SOLE   3,391,879 0 193,969
APPLE INC COM 037833100 81,317 480,511 SH   SOLE   480,511 0 0
APPLIED MATLS INC COM 038222105 47,666 932,425 SH   SOLE   632,432 0 299,993
APTIV PLC SHS G6095L109 594,403 7,006,986 SH   SOLE   6,548,298 0 458,688
ARAMARK COM 03852U106 202 4,724 SH   SOLE   4,724 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,584,837 17,459,917 SH   SOLE   16,335,076 0 1,124,841
ARROW ELECTRS INC COM 042735100 146,395 1,820,606 SH   SOLE   1,685,163 0 135,443
ASML HOLDING N V N Y REGISTRY SHS N07059210 394,886 2,271,812 SH   SOLE   2,089,055 0 182,757
ATLASSIAN CORP PLC CL A G06242104 335,451 7,369,303 SH   SOLE   6,654,649 0 714,654
AUTOMATIC DATA PROCESSING INC COM 053015103 2,165 18,473 SH   SOLE   18,473 0 0
AUTOMATIC DATA PROCESSING INC OPTIONS 053015103 3,516 30,000 SH Call SOLE   0 0 0
AUTONATION INC COM 05329W102 258,155 5,029,319 SH   SOLE   4,731,398 0 297,921
AVNET INC COM 053807103 118,302 2,985,906 SH   SOLE   2,767,280 0 218,626
AXALTA COATING SYS LTD COM G0750C108 109,468 3,382,825 SH   SOLE   3,131,005 0 251,820
AXON ENTERPRISE INC COM 05464C101 12,119 457,331 SH   SOLE   313,734 0 143,597
BAIDU INC SPON ADR REP A 056752108 1,572,296 6,713,187 SH   SOLE   6,306,841 0 406,346
BANK AMER CORP COM 060505104 505,069 17,109,387 SH   SOLE   15,692,875 0 1,416,512
BANK NEW YORK MELLON CORP COM 064058100 725,545 13,470,947 SH   SOLE   12,058,136 0 1,412,811
BB&T CORP COM 054937107 2,191 44,075 SH   SOLE   44,075 0 0
BECTON DICKINSON & CO COM 075887109 282,420 1,319,350 SH   SOLE   1,245,966 0 73,384
BENEFITFOCUS INC COM 08180D106 29,065 1,076,498 SH   SOLE   738,234 0 338,264
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 93,225 470,310 SH   SOLE   470,310 0 0
BLACKLINE INC COM 09239B109 22,132 674,769 SH   SOLE   464,077 0 210,692
BLOCK H & R INC COM 093671105 77,250 2,946,207 SH   SOLE   2,726,997 0 219,210
BOSTON SCIENTIFIC CORP COM 101137107 707,780 28,551,044 SH   SOLE   26,538,705 0 2,012,339
BOX INC CL A 10316T104 153,037 7,246,090 SH   SOLE   6,484,258 0 761,832
BRIGHT HORIZONS FAM SOL IN D COM 109194100 51,239 545,093 SH   SOLE   373,325 0 171,768
BROADCOM LTD SHS Y09827109 215,448 838,644 SH   SOLE   769,125 0 69,519
BURLINGTON STORES INC COM 122017106 40,185 326,626 SH   SOLE   222,650 0 103,976
BWX TECHNOLOGIES INC COM 05605H100 259,596 4,291,546 SH   SOLE   3,769,607 0 521,939
CABLE ONE INC COM 12685J105 3,969 5,643 SH   SOLE   5,643 0 0
CABOT OIL & GAS CORP COM 127097103 262 9,165 SH   SOLE   9,165 0 0
CAE INC COM 124765108 13,079 704,093 SH   SOLE   477,832 0 226,261
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 34,785 1,102,171 SH   SOLE   755,477 0 346,694
CANADIAN PAC RY LTD COM 13645T100 723,204 3,957,123 SH   SOLE   3,420,869 0 536,254
CARDINAL HEALTH INC COM 14149Y108 47,392 773,497 SH   SOLE   773,497 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 256,032 2,054,995 SH   SOLE   1,836,470 0 218,525
CBS CORP NEW CL B 124857202 262,163 4,443,448 SH   SOLE   4,224,937 0 218,511
CDK GLOBAL INC COM 12508E101 5,129 71,957 SH   SOLE   71,957 0 0
CELANESE CORP DEL COM SER A 150870103 261,638 2,443,385 SH   SOLE   2,289,213 0 154,172
CELGENE CORP COM 151020104 32,726 313,584 SH   SOLE   212,441 0 101,143
CHEGG INC COM 163092109 11,724 718,361 SH   SOLE   492,788 0 225,573
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 68,361 867,855 SH   SOLE   867,855 0 0
CHUBB LIMITED COM H1467J104 53,113 363,465 SH   SOLE   363,465 0 0
CIGNA CORPORATION COM 125509109 374,020 1,841,647 SH   SOLE   1,736,330 0 105,317
CIMAREX ENERGY CO COM 171798101 137,583 1,127,638 SH   SOLE   1,043,781 0 83,857
CINTAS CORP COM 172908105 251,598 1,614,569 SH   SOLE   1,520,905 0 93,664
CISCO SYS INC COM 17275R102 380,177 9,926,293 SH   SOLE   9,074,302 0 851,991
CITIGROUP INC COM NEW 172967424 883,039 11,867,207 SH   SOLE   10,766,585 0 1,100,622
CITIZENS FINL GROUP INC COM 174610105 354,425 8,442,717 SH   SOLE   7,525,671 0 917,046
CME GROUP INC COM CL A 12572Q105 18,438 126,243 SH   SOLE   101,639 0 24,604
COCA COLA EUROPEAN PARTNERS SHS G25839104 662,826 16,633,024 SH   SOLE   14,458,286 0 2,174,738
COGNEX CORP COM 192422103 48,598 794,606 SH   SOLE   541,660 0 252,946
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 35,992 506,786 SH   SOLE   506,786 0 0
COHERENT INC COM 192479103 89,617 317,543 SH   SOLE   299,857 0 17,686
COMCAST CORP NEW CL A 20030N101 7,181 179,297 SH   SOLE   179,297 0 0
CONCHO RES INC COM 20605P101 311,427 2,073,140 SH   SOLE   1,957,542 0 115,598
COPA HOLDINGS SA CL A P31076105 20,684 154,288 SH   SOLE   154,288 0 0
COSTAR GROUP INC COM 22160N109 28,703 96,659 SH   SOLE   65,898 0 30,761
CREDICORP LTD COM G2519Y108 22,703 109,448 SH   SOLE   109,448 0 0
CREE INC COM 225447101 24,553 661,083 SH   SOLE   453,870 0 207,213
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,242 50,830 SH   SOLE   50,830 0 0
CUBIC CORP COM 229669106 15,854 268,938 SH   SOLE   194,439 0 74,499
DAVITA INC COM 23918K108 22,397 310,000 SH   SOLE   210,128 0 99,872
DELPHI TECHNOLOGIES PLC SHS G2709G107 91,646 1,746,640 SH   SOLE   1,496,824 0 249,816
DENTSPLY SIRONA INC COM 24906P109 86,118 1,308,190 SH   SOLE   1,228,608 0 79,582
DEVON ENERGY CORP NEW COM 25179M103 312,221 7,541,561 SH   SOLE   7,153,221 0 388,340
DEXCOM INC COM 252131107 113,425 1,976,398 SH   SOLE   1,684,950 0 291,448
DIAMONDBACK ENERGY INC COM 25278X109 246,726 1,954,266 SH   SOLE   1,845,790 0 108,476
DISCOVER FINL SVCS COM 254709108 150,898 1,961,748 SH   SOLE   1,846,330 0 115,418
DONALDSON INC COM 257651109 53,975 1,102,646 SH   SOLE   755,298 0 347,348
DOWDUPONT INC COM 26078J100 72,638 1,019,914 SH   SOLE   907,169 0 112,745
EDWARDS LIFESCIENCES CORP COM 28176E108 220,612 1,957,343 SH   SOLE   1,844,477 0 112,866
ELLIE MAE INC COM 28849P100 36,745 411,018 SH   SOLE   281,579 0 129,439
ENEL AMERICAS S A SPONSORED ADR 29274F104 37,272 3,336,838 SH   SOLE   2,261,040 0 1,075,798
EOG RES INC COM 26875P101 50,328 466,387 SH   SOLE   466,387 0 0
EPAM SYS INC COM 29414B104 15,097 140,532 SH   SOLE   140,532 0 0
EQUIFAX INC COM 294429105 16,690 141,536 SH   SOLE   95,923 0 45,613
EQUITY COMWLTH COM SH BEN INT 294628102 120,922 3,963,349 SH   SOLE   3,668,002 0 295,347
ERICSSON ADR B SEK 10 294821608 89,867 13,453,074 SH   SOLE   12,572,029 0 881,045
EXPEDIA INC DEL COM NEW 30212P303 153,760 1,283,792 SH   SOLE   1,212,329 0 71,463
EXPRESS SCRIPTS HLDG CO COM 30219G108 65,614 879,078 SH   SOLE   879,078 0 0
FACEBOOK INC CL A 30303M102 616,435 3,493,339 SH   SOLE   3,164,103 0 329,236
FEDEX CORP COM 31428X106 298,897 1,197,790 SH   SOLE   1,074,529 0 123,261
FIDELITY NATL INFORMATION SV COM 31620M106 193,228 2,053,651 SH   SOLE   1,884,134 0 169,517
FIFTH THIRD BANCORP COM 316773100 174,961 5,766,684 SH   SOLE   5,337,790 0 428,894
FIRST REP BK SAN FRANCISCO C COM 33616C100 220,383 2,543,669 SH   SOLE   2,392,094 0 151,575
FLUOR CORP NEW COM 343412102 268,911 5,206,411 SH   SOLE   4,819,366 0 387,045
FORTUNE BRANDS HOME & SEC IN COM 34964C106 259,912 3,797,669 SH   SOLE   3,585,899 0 211,770
GARDNER DENVER HLDGS INC COM 36555P107 225,223 6,637,887 SH   SOLE   5,999,642 0 638,245
GARTNER INC COM 366651107 240,649 1,954,109 SH   SOLE   1,836,841 0 117,268
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 10,326 323,699 SH   SOLE   313,834 0 9,865
GENTEX CORP COM 371901109 141,820 6,769,460 SH   SOLE   6,265,924 0 503,536
GLAUKOS CORP COM 377322102 11,598 452,145 SH   SOLE   310,894 0 141,251
GLOBAL PMTS INC COM 37940X102 561,566 5,602,213 SH   SOLE   5,283,802 0 318,411
GOLDMAN SACHS GROUP INC COM 38141G104 56,091 220,170 SH   SOLE   220,170 0 0
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 880 308,927 SH   SOLE   308,927 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 212,825 9,285,543 SH   SOLE   8,063,365 0 1,222,178
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 35,004 1,193,870 SH   SOLE   1,193,870 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 43,609 2,335,753 SH   SOLE   2,335,753 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 330,641 4,452,477 SH   SOLE   3,942,239 0 510,238
HALOZYME THERAPEUTICS INC COM 40637H109 33,446 1,650,853 SH   SOLE   1,131,650 0 519,203
HARRIS CORP DEL COM 413875105 278,974 1,969,459 SH   SOLE   1,788,677 0 180,782
HDFC BANK LTD ADR REPS 3 SHS 40415F101 389,357 3,829,617 SH   SOLE   3,552,925 0 276,692
HEALTHEQUITY INC COM 42226A107 23,941 513,096 SH   SOLE   351,750 0 161,346
HEICO CORP NEW COM 422806109 25,764 273,073 SH   SOLE   197,401 0 75,672
HESS CORP COM 42809H107 253,164 5,333,134 SH   SOLE   5,053,721 0 279,413
HUBSPOT INC COM 443573100 96,317 1,089,563 SH   SOLE   931,081 0 158,482
HUMANA INC COM 444859102 14,518 58,524 SH   SOLE   39,661 0 18,863
IAC INTERACTIVECORP COM 44919P508 159,093 1,301,053 SH   SOLE   1,204,302 0 96,751
ICICI BK LTD ADR 45104G104 27,380 2,813,972 SH   SOLE   2,813,972 0 0
IDEX CORP COM 45167R104 56,917 431,285 SH   SOLE   293,504 0 137,781
IHS MARKIT LTD SHS G47567105 1,393,720 30,868,659 SH   SOLE   28,587,579 0 2,281,080
IMPAX LABORATORIES INC CONV BOND 45256BAE1 38,831 40,000,000 PRN   SOLE   0 0 40,000,000
IMPERIAL OIL LTD COM NEW 453038408 809,445 25,936,084 SH   SOLE   24,495,726 0 1,440,358
INTERPUBLIC GROUP OF COS INC/THE OPTIONS 460690100 685 34,000 SH Call SOLE   0 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 137,306 1,945,953 SH   SOLE   1,654,888 0 291,065
INTERXION HOLDING N.V SHS N47279109 89,559 1,519,755 SH   SOLE   1,259,933 0 259,822
ISHARES TR INDIA 50 ETF 464289529 7,341 197,767 SH   SOLE   197,767 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 152,215 2,307,690 SH   SOLE   2,168,829 0 138,861
JD COM INC SPON ADR CL A 47215P106 212,404 5,128,047 SH   SOLE   4,703,977 0 424,070
JOHN BEAN TECHNOLOGIES CORP COM 477839104 79,904 721,156 SH   SOLE   493,800 0 227,356
JOHNSON & JOHNSON COM 478160104 326,306 2,335,430 SH   SOLE   2,104,814 0 230,616
JOHNSON CTLS INTL PLC SHS G51502105 6,378 167,356 SH   SOLE   102,928 0 64,428
JPMORGAN CHASE & CO COM 46625H100 5,068 47,389 SH   SOLE   47,389 0 0
KIRBY CORP COM 497266106 118,078 1,767,639 SH   SOLE   1,636,160 0 131,479
KROGER CO COM 501044101 158,559 5,776,270 SH   SOLE   5,345,713 0 430,557
L3 TECHNOLOGIES INC COM 502413107 5,386 27,224 SH   SOLE   27,224 0 0
LAMB WESTON HLDGS INC COM 513272104 28,712 508,627 SH   SOLE   367,013 0 141,614
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 72,321 1,631,414 SH   SOLE   1,542,124 0 89,290
LIBERTY GLOBAL PLC SHS CL A G5480U104 202,469 5,649,233 SH   SOLE   5,001,653 0 647,580
LIBERTY GLOBAL PLC SHS CL C G5480U120 379,455 11,213,202 SH   SOLE   9,927,789 0 1,285,413
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 85,926 1,584,181 SH   SOLE   1,495,645 0 88,536
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 224,572 9,196,244 SH   SOLE   8,691,993 0 504,251
LKQ CORP COM 501889208 1,105,766 27,188,728 SH   SOLE   25,038,972 0 2,149,756
LOEWS CORP COM 540424108 96,289 1,924,617 SH   SOLE   1,781,441 0 143,176
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 95,541 866,039 SH   SOLE   866,039 0 0
M & T BK CORP COM 55261F104 146,305 855,636 SH   SOLE   791,989 0 63,647
MARSH & MCLENNAN COS INC COM 571748102 615,569 7,563,196 SH   SOLE   6,814,136 0 749,060
MASONITE INTL CORP NEW COM 575385109 19,439 262,156 SH   SOLE   179,429 0 82,727
MASTERCARD INCORPORATED CL A 57636Q104 32,647 215,691 SH   SOLE   146,225 0 69,466
MATCH GROUP INC COM 57665R106 118,548 3,786,279 SH   SOLE   3,282,217 0 504,062
MAXIM INTEGRATED PRODS INC COM 57772K101 152,672 2,920,269 SH   SOLE   2,757,041 0 163,228
MEDTRONIC PLC SHS G5960L103 1,785,492 22,111,354 SH   SOLE   20,394,179 0 1,717,175
MERCADOLIBRE INC COM 58733R102 19,984 63,510 SH   SOLE   63,510 0 0
MICROSOFT CORP COM 594918104 386,313 4,516,163 SH   SOLE   4,066,433 0 449,730
MONSTER BEVERAGE CORP NEW COM 61174X109 228,094 3,603,950 SH   SOLE   3,416,013 0 187,937
MOTOROLA SOLUTIONS INC COM NEW 620076307 190,451 2,108,163 SH   SOLE   1,986,013 0 122,150
MRC GLOBAL INC COM 55345K103 17,813 1,052,780 SH   SOLE   720,543 0 332,237
MULESOFT INC CL A 625207105 24,948 1,072,572 SH   SOLE   736,888 0 335,684
NEOGENOMICS INC COM NEW 64049M209 20,232 2,283,514 SH   SOLE   1,563,289 0 720,225
NETEASE INC SPONSORED ADR 64110W102 406,276 1,177,373 SH   SOLE   1,025,162 0 152,211
NETEASE INC OPTIONS 64110W102 2,519 7,300 SH Call SOLE   0 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 101,519 1,308,397 SH   SOLE   1,114,219 0 194,178
NEVRO CORP COM 64157F103 29,268 423,923 SH   SOLE   290,412 0 133,511
NEWS CORP NEW CL A 65249B109 178,672 11,022,336 SH   SOLE   10,400,252 0 622,084
NIKE INC CL B 654106103 21,509 343,877 SH   SOLE   343,877 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 5,190 112,154 SH   SOLE   112,154 0 0
NOBLE ENERGY INC COM 655044105 236,748 8,124,506 SH   SOLE   7,452,248 0 672,258
NORTHROP GRUMMAN CORP COM 666807102 10,083 32,853 SH   SOLE   32,853 0 0
NOVANTA INC COM 67000B104 38,427 768,546 SH   SOLE   528,772 0 239,774
OCCIDENTAL PETE CORP DEL COM 674599105 75,069 1,019,131 SH   SOLE   1,019,131 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 47,054 883,644 SH   SOLE   606,210 0 277,434
OMNICOM GROUP INC COM 681919106 118,585 1,628,239 SH   SOLE   1,507,145 0 121,094
ORACLE CORP COM 68389X105 658,825 13,934,538 SH   SOLE   12,628,768 0 1,305,770
PAYLOCITY HLDG CORP COM 70438V106 30,899 655,193 SH   SOLE   448,787 0 206,406
PAYPAL HLDGS INC COM 70450Y103 7,263 98,658 SH   SOLE   66,978 0 31,680
PENNEY J C INC COM 708160106 402 127,250 SH   SOLE   127,250 0 0
PIONEER NAT RES CO COM 723787107 338,665 1,959,302 SH   SOLE   1,797,169 0 162,133
PRICELINE GRP INC COM NEW 741503403 185,181 106,564 SH   SOLE   97,737 0 8,827
PRICESMART INC COM 741511109 15,300 177,696 SH   SOLE   121,576 0 56,120
PROGRESSIVE CORP OHIO COM 743315103 877,456 15,579,836 SH   SOLE   14,402,142 0 1,177,694
PROOFPOINT INC COM 743424103 279,959 3,152,336 SH   SOLE   2,760,840 0 391,496
PTC INC COM 69370C100 33,593 552,789 SH   SOLE   374,977 0 177,812
Q2 HLDGS INC COM 74736L109 65,178 1,768,749 SH   SOLE   1,214,291 0 554,458
QUALCOMM INC COM 747525103 575,943 8,996,299 SH   SOLE   8,103,319 0 892,980
RAYTHEON CO COM NEW 755111507 38,555 205,245 SH   SOLE   154,235 0 51,010
REGENERON PHARMACEUTICALS COM 75886F107 418,078 1,112,029 SH   SOLE   1,029,243 0 82,786
ROCKWELL COLLINS INC COM 774341101 78,436 578,351 SH   SOLE   535,474 0 42,877
ROGERS CORP COM 775133101 18,198 112,389 SH   SOLE   77,027 0 35,362
ROPER TECHNOLOGIES INC COM 776696106 256,766 991,376 SH   SOLE   933,327 0 58,049
RSP PERMIAN INC COM 74978Q105 45,890 1,128,085 SH   SOLE   773,377 0 354,708
RYDER SYS INC COM 783549108 149,223 1,772,873 SH   SOLE   1,641,004 0 131,869
S&P GLOBAL INC COM 78409V104 909,390 5,368,297 SH   SOLE   4,987,390 0 380,907
SALESFORCE COM INC COM 79466L302 167,029 1,633,854 SH   SOLE   1,500,001 0 133,853
SASOL LTD SPONSORED ADR 803866300 394 11,509 SH   SOLE   3,337 0 8,172
SCHLUMBERGER LTD COM 806857108 249,502 3,702,364 SH   SOLE   3,228,929 0 473,435
SEALED AIR CORP NEW COM 81211K100 55,138 1,118,413 SH   SOLE   1,056,077 0 62,336
SERVICE CORP INTL COM 817565104 5,520 147,901 SH   SOLE   147,901 0 0
SERVICENOW INC COM 81762P102 34,592 265,295 SH   SOLE   180,040 0 85,255
SIMON PPTY GROUP INC NEW COM 828806109 44,972 261,860 SH   SOLE   261,860 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,118 27,608 SH   SOLE   27,608 0 0
SKECHERS U S A INC CL A 830566105 64,391 1,701,673 SH   SOLE   1,606,564 0 95,109
SMITH A O COM 831865209 116,703 1,904,418 SH   SOLE   1,785,663 0 118,755
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 33,007 555,952 SH   SOLE   495,455 0 60,497
SPDR S&P500 ETF TRUST OPTIONS 78462F103 24,818 93,000 SH Put SOLE   0 0 0
STANLEY BLACK & DECKER INC COM 854502101 78,444 462,279 SH   SOLE   428,659 0 33,620
STATE STR CORP COM 857477103 492,306 5,043,600 SH   SOLE   4,584,971 0 458,629
STORE CAP CORP COM 862121100 10,408 399,711 SH   SOLE   369,818 0 29,893
SUNTRUST BKS INC COM 867914103 962 14,900 SH   SOLE   14,900 0 0
SVB FINL GROUP COM 78486Q101 237,821 1,017,328 SH   SOLE   911,533 0 105,795
SYNCHRONY FINL COM 87165B103 45,774 1,185,550 SH   SOLE   1,185,550 0 0
SYNOPSYS INC COM 871607107 46,642 547,190 SH   SOLE   506,803 0 40,387
T MOBILE US INC COM 872590104 3,636 57,245 SH   SOLE   57,245 0 0
TABLEAU SOFTWARE INC CL A 87336U105 300,747 4,346,051 SH   SOLE   4,001,258 0 344,793
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 58,665 534,384 SH   SOLE   364,303 0 170,081
TAL ED GROUP SPONSORED ADS 874080104 21,725 731,246 SH   SOLE   731,246 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 167,055 3,267,252 SH   SOLE   3,085,363 0 181,889
TE CONNECTIVITY LTD REG SHS H84989104 953,585 10,033,516 SH   SOLE   9,495,254 0 538,262
TECHNIPFMC PLC COM G87110105 155,047 4,951,998 SH   SOLE   4,645,971 0 306,027
TEGNA INC COM 87901J105 77,780 5,524,139 SH   SOLE   5,113,182 0 410,957
TELEDYNE TECHNOLOGIES INC COM 879360105 88,210 486,946 SH   SOLE   353,077 0 133,869
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,133,377 76,424,627 SH   SOLE   71,342,629 0 5,081,998
TORCHMARK CORP COM 891027104 182,140 2,007,939 SH   SOLE   1,858,602 0 149,337
TRANSUNION COM 89400J107 195,664 3,560,122 SH   SOLE   3,355,440 0 204,682
TRIPADVISOR INC COM 896945201 92,510 2,684,550 SH   SOLE   2,486,435 0 198,115
TYLER TECHNOLOGIES INC COM 902252105 52,461 296,306 SH   SOLE   203,210 0 93,096
UNITED PARCEL SERVICE INC OPTIONS 911312106 7,745 65,000 SH Call SOLE   0 0 0
UNITED TECHNOLOGIES CORP COM 913017109 310,820 2,436,470 SH   SOLE   2,252,046 0 184,424
VANTIV INC CL A 92210H105 220,148 2,993,173 SH   SOLE   2,826,836 0 166,337
VEEVA SYS INC CL A COM 922475108 324,975 5,878,701 SH   SOLE   5,219,487 0 659,214
VIRTU FINL INC CL A 928254101 19,647 1,073,631 SH   SOLE   734,966 0 338,665
VISA INC COM CL A 92826C839 916,124 8,034,767 SH   SOLE   7,402,156 0 632,611
VISTEON CORP COM NEW 92839U206 70,970 567,122 SH   SOLE   388,474 0 178,648
WABCO HLDGS INC COM 92927K102 262,486 1,829,170 SH   SOLE   1,618,733 0 210,437
WABTEC CORP COM 929740108 168,538 2,069,730 SH   SOLE   1,954,693 0 115,037
WASTE CONNECTIONS INC COM 94106B101 248,682 3,505,521 SH   SOLE   3,310,478 0 195,043
WAYFAIR INC CL A 94419L101 103,895 1,294,316 SH   SOLE   1,219,503 0 74,813
WEBSTER FINL CORP CONN COM 947890109 69,601 1,239,342 SH   SOLE   852,140 0 387,202
WELLS FARGO CO NEW COM 949746101 79,887 1,316,747 SH   SOLE   1,158,917 0 157,830
WEST PHARMACEUTICAL SVSC INC COM 955306105 98,911 1,002,444 SH   SOLE   943,725 0 58,719
WORKDAY INC CL A 98138H101 100,134 984,213 SH   SOLE   928,556 0 55,657
WORLD FUEL SVCS CORP COM 981475106 85,227 3,028,674 SH   SOLE   2,803,381 0 225,293
YANDEX N V SHS CLASS A N97284108 54,440 1,662,296 SH   SOLE   1,596,221 0 66,075
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,925 171,320 SH   SOLE   171,320 0 0
YUM CHINA HLDGS INC COM 98850P109 31,336 783,012 SH   SOLE   783,012 0 0
ZYNGA INC CL A 98986T108 74,656 18,664,059 SH   SOLE   15,410,914 0 3,253,145