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
ACCENTURE LTD CL A ACN SHS CLASS A G1151C101 23,884,917 246,796 SH   SOLE   246,796 0 0
ADVISORY BOARD CO. ABCO COM 00762W107 10,055,562 183,932 SH   SOLE   183,932 0 0
AGILENT TECHNOLOGIES INC. COM 00846U101 36,427,313 944,202 SH   SOLE   507,384 0 436,818
AIRGAS INC ARG COM 009363102 282,176,612 2,667,580 SH   SOLE   2,393,436 0 274,144
ALIBABA GROUP HOLDING LTD. BAB SPONSORED ADS 01609W102 47,574,191 578,269 SH   SOLE   438,541 0 139,728
ALLEGION PLC ALLE ORD SHS G0176J109 180,300,261 2,998,009 SH   SOLE   2,674,677 0 323,332
AMERICAN EXPRESS CO AXP COM 025816109 22,989,731 295,802 SH   SOLE   295,802 0 0
AMETEK INC. AME COM 031100100 37,370,149 682,186 SH   SOLE   601,585 0 80,601
AMPHENOL CORPORATION CL A 032095101 257,282,222 4,438,196 SH   SOLE   3,968,082 0 470,114
ANSYS INC ANSS COM 03662Q105 76,089,051 833,944 SH   SOLE   739,581 0 94,363
ANTERO RESOURCES CORPORATION COM 03674X106 134,765,544 3,924,448 SH   SOLE   3,781,510 0 142,938
APOLLO GLOBAL MANAGEMENT APO CL A SHS 037612306 7,999,273 361,141 SH   SOLE   361,141 0 0
AUTODESK INC ADSK COM 052769106 68,379,365 1,365,539 SH   SOLE   1,365,539 0 0
AUTOHOME INC ADR ATHM SP ADR RP CL A 05278C107 52,996,850 1,048,612 SH   SOLE   1,048,612 0 0
AXALTA COATING SYSTEMS LTD. AX COM G0750C108 178,100,206 5,383,924 SH   SOLE   5,180,524 0 203,400
BAIDU INC ADR BIDU SPON ADR REP A 056752108 67,492,301 339,021 SH   SOLE   339,021 0 0
BIO RAD LABORATORIES CL A B CL A 090572207 9,949,297 66,060 SH   SOLE   66,060 0 0
BIO-TECHNE CORP TECH COM 09073M104 56,036,224 569,069 SH   SOLE   460,942 0 108,127
BLACKROCK INC COM STK BLK COM 09247X101 21,891,193 63,273 SH   SOLE   63,273 0 0
BLACKSTONE GROUP THE COM UNIT LTD 09253U108 80,166,382 1,961,497 SH   SOLE   1,526,998 0 434,499
BROOKFIELD ASSET MANAGEMENT CL A LTD VT SH 112585104 161,938,589 4,636,089 SH   SOLE   4,166,012 0 470,077
BROWN AND BROWN INC BRO COM 115236101 19,942,668 606,898 SH   SOLE   606,898 0 0
BRUKER CORPORATION BRKR COM 116794108 69,167,816 3,388,918 SH   SOLE   3,014,321 0 374,597
C.H. ROBINSON WORLDWIDE INC COM NEW 12541W209 25,737,622 412,528 SH   SOLE   221,536 0 190,992
CVS HEALTH CORP CVS COM 126650100 26,941,679 256,881 SH   SOLE   256,881 0 0
CVS HEALTH CORP CVS COM 126650100 73,416,000 700,000 SH Call SOLE   700,000 0 0
CABELA'S INC CAB COM 126804301 107,375,783 2,148,375 SH   SOLE   1,955,918 0 192,457
CHUBB CORP CB COM 171232101 21,831,395 229,466 SH   SOLE   229,466 0 0
CROWN CASTLE INTL CORP CCI COM 22822V101 48,503,368 604,027 SH   SOLE   324,220 0 279,807
DANAHER CORPORATION DHR COM 235851102 112,469,540 1,314,050 SH   SOLE   833,888 0 480,162
DENTSPLY INTERNATIONAL INC X COM 249030107 533,785,094 10,354,706 SH   SOLE   9,328,183 0 1,026,523
EBAY INC EBAY COM 278642103 41,543,733 689,637 SH   SOLE   555,839 0 133,798
EXPEDITORS INTL WASH INC EXP COM 302130109 20,881,277 452,907 SH   SOLE   452,907 0 0
FMC CORP FMC COM NEW 302491303 173,825,468 3,307,811 SH   SOLE   2,920,625 0 387,186
FASTENAL CO FAST COM 311900104 15,069,775 357,273 SH   SOLE   357,273 0 0
FIRST REPUBLIC BANK FRC COM 33616C100 222,067,674 3,523,206 SH   SOLE   3,062,546 0 460,660
FORTRESS INVESTMENT GROUP-CL A CL A 34958B106 6,083,608 833,371 SH   SOLE   833,371 0 0
FRANK'S INTERNATIONAL N.V. FI COM N33462107 13,382,994 710,350 SH   SOLE   710,350 0 0
FRANKLIN RES INC BEN COM 354613101 22,114,932 451,049 SH   SOLE   451,049 0 0
GARTNER INC IT COM 366651107 22,266,944 259,582 SH   SOLE   259,582 0 0
GOOGLE INC CL A GOOGL CL A 38259P508 4,918,684 9,108 SH   SOLE   9,108 0 0
GOOGLE INC CL C GOOG CL C 38259P706 17,260,112 33,160 SH   SOLE   33,160 0 0
HARLEY-DAVIDSON INC. HOG COM 412822108 216,603,089 3,843,888 SH   SOLE   3,433,908 0 409,980
HEALTHSTREAM INC HSTM COM 42222N103 2,562,155 84,226 SH   SOLE   84,226 0 0
HEICO CORP HEI COM 422806109 90,157,744 1,546,445 SH   SOLE   1,350,449 0 195,996
HEICO CORP - CLASS A HEI/A CL A 422806208 35,699,179 703,155 SH   SOLE   703,155 0 0
ICU MEDICAL INC ICUI COM 44930G107 9,373,054 97,983 SH   SOLE   97,983 0 0
IDEXX LABORATORIES INC. IDX COM 45168D104 267,584,832 4,171,887 SH   SOLE   3,719,923 0 451,964
IHS INC CLASS A IHS CL A 451734107 368,591,709 2,865,519 SH   SOLE   2,609,122 0 256,397
ISTAR FINANCIAL INC STAR COM 45031U101 2,546,651 191,190 SH   SOLE   191,190 0 0
KKR & CO LP KKR COM UNITS 48248M102 78,647,849 3,441,919 SH   SOLE   1,723,171 0 1,718,748
KIRBY CORP KEX COM 497266106 383,277,385 4,999,705 SH   SOLE   4,513,148 0 486,557
MGIC INVESTMENT CORP MTG COM 552848103 6,312,486 554,700 SH Call SOLE   554,700 0 0
MGIC INVESTMENT CORP MTG COM 552848103 5,803,800 510,000 SH Call SOLE   510,000 0 0
MRC GLOBAL INC MRC COM 55345K103 222,308,038 14,398,189 SH   SOLE   13,845,769 0 552,420
MSC INDUSTRIAL DIRECT CO-A M CL A 553530106 264,418,672 3,789,862 SH   SOLE   3,416,485 0 373,377
MANHATTAN ASSOCIATES, INC. MA COM 562750109 20,836,580 349,314 SH   SOLE   349,314 0 0
MARATHON PETROLEUM CORP MPC COM 56585A102 92,624,846 1,770,691 SH   SOLE   1,710,017 0 60,674
MARKEL CORP MKL COM 570535104 84,537,396 105,582 SH   SOLE   94,760 0 10,822
MEAD JOHNSON NUTRITION CO-A COM 582839106 4,507,030 49,956 SH   SOLE   49,956 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 100,985,088 295,745 SH   SOLE   260,506 0 35,239
MOHAWK INDUSTRIES INC MHK COM 608190104 380,941,714 1,995,504 SH   SOLE   1,786,453 0 209,051
MONDELEZ INTERNATIONAL INC. A CL A 609207105 26,226,092 637,484 SH   SOLE   637,484 0 0
NATIONSTAR MORTGAGE HOLDINGS COM 63861C109 60,705,204 3,613,405 SH   SOLE   3,476,637 0 136,768
NEOGEN CORP NEOG COM 640491106 3,740,170 78,840 SH   SOLE   78,840 0 0
OREILLY AUTOMOTIVE ORLY COM 67103H107 619,026,562 2,739,298 SH   SOLE   2,465,707 0 273,591
ORACLE CORPORATION ORCL COM 68389X105 21,600,760 535,999 SH   SOLE   535,999 0 0
PBF ENERGY INC. PBF CL A 69318G106 129,621,034 4,560,909 SH   SOLE   4,403,179 0 157,730
PALL CORP PLL COM 696429307 272,921,961 2,193,025 SH   SOLE   1,914,620 0 278,405
PAYCHEX PAYX COM 704326107 77,365,876 1,650,296 SH   SOLE   1,421,076 0 229,220
PERKINELMER INC PKI COM 714046109 93,112,053 1,768,846 SH   SOLE   1,680,793 0 88,053
POLARIS INDUSTRIES INC PII COM 731068102 84,284,217 569,065 SH   SOLE   569,065 0 0
PRECISION CASTPARTS CORP. PCP COM 740189105 21,988,898 110,016 SH   SOLE   110,016 0 0
ROLLINS INC ROL COM 775711104 144,447,675 5,063,010 SH   SOLE   4,506,292 0 556,718
ROSS STORES INC ROST COM 778296103 25,244,729 519,332 SH   SOLE   278,792 0 240,540
SS&C TECHNOLOGIES INC. SSNC COM 78467J100 87,249,563 1,395,993 SH   SOLE   1,255,441 0 140,552
SCRIPPS NETWORKS INTERACTIVE I CL A COM 811065101 33,066,695 505,839 SH   SOLE   436,250 0 69,589
SENSATA TECHNOLOGIES HOLDING SHS N7902X106 212,208,198 4,023,667 SH   SOLE   3,704,503 0 319,164
SHERWIN WILLIAMS CO SHW COM 824348106 279,746,494 1,017,186 SH   SOLE   914,332 0 102,854
SIGNET JEWLERS LTD SIG SHS G81276100 331,767,909 2,587,086 SH   SOLE   2,324,391 0 262,695
SKECHERS USA INC SKX CL A 830566105 127,356,400 1,160,000 SH Put SOLE   1,160,000 0 0
SPIRIT AIRLINES SAVE COM 848577102 11,311,018 182,142 SH   SOLE   182,142 0 0
STARWOOD HOTELS RESORTS WORLDW COM 85590A401 7,983,554 98,453 SH   SOLE   98,453 0 0
TD AMERITRADE HOLDING CORP A COM 87236Y108 244,937,023 6,652,282 SH   SOLE   6,429,901 0 222,381
TJX COMPANIES INC TJX COM 872540109 49,106,941 742,133 SH   SOLE   551,898 0 190,235
TELEFLEX INC TFX COM 879369106 179,603,449 1,325,976 SH   SOLE   1,202,600 0 123,376
TEMPUR SEALY INTERNATIONAL INC COM 88023U101 102,882,355 1,561,189 SH   SOLE   1,377,380 0 183,809
THERMO FISHER SCIENTIC INC. COM 883556102 168,179,860 1,296,084 SH   SOLE   944,224 0 351,860
TIFFANY AND CO TIF COM 886547108 5,662,867 61,687 SH   SOLE   61,687 0 0
TRANSDIGM GROUP INC. TDG COM 893641100 294,599,212 1,311,253 SH   SOLE   1,172,917 0 138,336
TRIMBLE NAVIGATION LTD TRMB COM 896239100 137,812,251 5,874,350 SH   SOLE   5,488,067 0 386,283
UNITED TECHNOLOGIES CORPORATIO COM 913017109 72,073,329 649,719 SH   SOLE   439,843 0 209,876
VALERO ENERGY CORPORATION VL COM 91913Y100 139,203,683 2,223,701 SH   SOLE   2,141,510 0 82,191
VERISK ANALYTICS INC COM 92345Y106 55,005,032 755,979 SH   SOLE   755,979 0 0
WABTEC CORP WAB COM 929740108 28,659,326 304,110 SH   SOLE   304,110 0 0
WALTER INVESTMENT MANAGEMENT COM 93317W102 106,526,608 4,657,919 SH   SOLE   4,489,246 0 168,673
WATERS CORP WAT COM 941848103 35,074,700 273,210 SH   SOLE   146,730 0 126,480
WATTS WATER TECHNOLOGIES WTS CL A 942749102 79,116,048 1,525,864 SH   SOLE   1,372,126 0 153,738
WEST MARINE INC COM 954235107 11,725,132 1,216,300 SH   SOLE   1,216,300 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 229,846,599 3,351,022 SH   SOLE   3,216,355 0 134,667
WHOLE FOODS MARKET, INC. WFM COM 966837106 11,953,120 303,071 SH   SOLE   303,071 0 0
WILLIAMS SONOMA INC WSM COM 969904101 252,985,022 3,075,058 SH   SOLE   2,774,500 0 300,558
WOLVERINE WORLD WIDE, INC WW COM 978097103 35,796,654 1,256,905 SH   SOLE   1,075,010 0 181,895