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
AMC NETWORKS INC AMCX CL A 00164V103 15,045,122 196,309 SH   SOLE   196,309 0 0
ADVISORY BOARD CO. ABCO COM 00762W107 57,171,891 1,073,046 SH   SOLE   1,073,046 0 0
AGILENT TECHNOLOGIES INC. COM 00846U101 42,320,462 1,018,543 SH   SOLE   581,725 0 436,818
AIRGAS INC ARG COM 009363102 287,829,105 2,712,554 SH   SOLE   2,442,411 0 270,143
ALIBABA GROUP HOLDING LTD. BAB SPONSORED ADS 01609W102 45,404,923 545,470 SH   SOLE   405,742 0 139,728
ALLEGION PLC ALLE ORD SHS G0176J109 186,371,900 3,046,786 SH   SOLE   2,722,310 0 324,476
AMETEK INC. AME COM 031100100 119,817,943 2,280,509 SH   SOLE   1,985,041 0 295,468
AMPHENOL CORPORATION CL A 032095101 267,566,243 4,540,408 SH   SOLE   4,070,319 0 470,089
ANSYS INC ANSS COM 03662Q105 50,687,114 574,749 SH   SOLE   525,140 0 49,609
ANTERO RESOURCES CORPORATION COM 03674X106 145,308,564 4,114,059 SH   SOLE   3,969,686 0 144,373
APOLLO GLOBAL MANAGEMENT APO CL A SHS 037612306 7,597,282 351,726 SH   SOLE   351,726 0 0
ATWOOD OCEANICS INC ATW COM 050095108 4,495,464 159,924 SH   SOLE   159,924 0 0
AUTODESK INC ADSK COM 052769106 32,163,219 548,486 SH   SOLE   548,486 0 0
AUTOHOME INC ADR ATHM SP ADR RP CL A 05278C107 29,813,595 678,044 SH   SOLE   678,044 0 0
AXALTA COATING SYSTEMS LTD. AX COM G0750C108 158,717,888 5,746,484 SH   SOLE   5,554,397 0 192,087
BAIDU INC ADR BIDU SPON ADR REP A 056752108 37,534,507 180,108 SH   SOLE   180,108 0 0
BIO RAD LABORATORIES CL A B CL A 090572207 14,477,508 107,098 SH   SOLE   107,098 0 0
BIO-TECHNE CORP TECH COM 09073M104 59,318,927 591,474 SH   SOLE   483,347 0 108,127
BLACKBAUD INC. BLKB COM 09227Q100 4,552,886 96,093 SH   SOLE   96,093 0 0
BLACKROCK INC COM STK BLK COM 09247X101 21,836,624 59,689 SH   SOLE   59,689 0 0
BLACKSTONE GROUP THE COM UNIT LTD 09253U108 91,517,115 2,353,230 SH   SOLE   1,805,356 0 547,874
BROOKFIELD ASSET MANAGEMENT CL A LTD VT SH 112585104 171,689,295 3,202,561 SH   SOLE   2,868,888 0 333,673
BROWN AND BROWN INC BRO COM 115236101 12,580,674 379,966 SH   SOLE   379,966 0 0
BRUKER CORPORATION BRKR COM 116794108 58,314,500 3,157,255 SH   SOLE   2,825,367 0 331,888
CABELA'S INC CAB COM 126804301 175,358,694 3,132,524 SH   SOLE   2,883,118 0 249,406
CHUBB CORP CB COM 171232101 21,234,235 210,032 SH   SOLE   210,032 0 0
CROWN CASTLE INTL CORP CCI COM 22822V101 51,583,456 624,951 SH   SOLE   355,564 0 269,387
DANAHER CORPORATION DHR COM 235851102 117,302,594 1,381,656 SH   SOLE   901,494 0 480,162
DENTSPLY INTERNATIONAL INC X COM 249030107 439,078,055 8,627,983 SH   SOLE   7,793,887 0 834,096
EBAY INC EBAY COM 278642103 49,989,929 866,677 SH   SOLE   658,384 0 208,293
EXPEDITORS INTL WASH INC EXP COM 302130109 13,711,594 284,591 SH   SOLE   284,591 0 0
FMC CORP FMC COM NEW 302491303 183,786,068 3,210,237 SH   SOLE   2,828,419 0 381,818
FIRST REPUBLIC BANK FRC COM 33616C100 205,230,272 3,594,855 SH   SOLE   3,142,071 0 452,784
FORTRESS INVESTMENT GROUP-CL A CL A 34958B106 6,725,304 833,371 SH   SOLE   833,371 0 0
FRANK'S INTERNATIONAL N.V. FI COM N33462107 20,454,864 1,093,843 SH   SOLE   1,093,843 0 0
FRANKLIN RES INC BEN COM 354613101 18,367,685 357,905 SH   SOLE   357,905 0 0
GARMIN LTD GRMN SHS h2906t109 39,840,863 838,402 SH   SOLE   754,416 0 83,986
GARMIN LTD GRMN SHS h2906t109 27,300,240 574,500 SH Call SOLE   574,500 0 0
GLOBUS MEDICAL INC - A GMED CL A 379577208 2,256,557 89,404 SH   SOLE   89,404 0 0
GOOGLE INC CL A GOOGL CL A 38259P508 5,052,208 9,108 SH   SOLE   9,108 0 0
GOOGLE INC CL C GOOG CL C 38259P706 13,636,980 24,885 SH   SOLE   24,885 0 0
HARLEY-DAVIDSON INC. HOG COM 412822108 239,587,715 3,944,480 SH   SOLE   3,534,639 0 409,841
HEICO CORP HEI COM 422806109 95,672,140 1,566,598 SH   SOLE   1,370,563 0 196,035
HEICO CORP - CLASS A HEI/A CL A 422806208 34,626,132 698,953 SH   SOLE   698,953 0 0
ICU MEDICAL INC ICUI COM 44930G107 4,390,992 47,144 SH   SOLE   47,144 0 0
IDEXX LABORATORIES INC. IDX COM 45168D104 239,587,821 1,550,931 SH   SOLE   1,375,553 0 175,378
IHS INC CLASS A IHS CL A 451734107 321,295,781 2,824,330 SH   SOLE   2,567,899 0 256,431
ITT EDUCATIONAL SERVICES ESI COM 45068B109 15,338,304 2,258,955 SH   SOLE   2,182,034 0 76,921
ISTAR FINANCIAL INC STAR COM 45031U101 2,485,470 191,190 SH   SOLE   191,190 0 0
KKR & CO LP KKR COM UNITS 48248M102 78,510,172 3,441,919 SH   SOLE   1,723,171 0 1,718,748
KIRBY CORP KEX COM 497266106 370,464,512 4,936,236 SH   SOLE   4,461,683 0 474,553
MDC PARTNERS INC MDCA CL A SUB VTG 552697104 23,819,642 840,199 SH   SOLE   840,199 0 0
MGIC INVESTMENT CORP MTG COM 552848103 5,341,761 554,700 SH Call SOLE   554,700 0 0
MRC GLOBAL INC MRC COM 55345K103 183,396,809 15,476,524 SH   SOLE   14,940,742 0 535,782
MSC INDUSTRIAL DIRECT CO-A M CL A 553530106 291,744,027 4,040,776 SH   SOLE   3,672,852 0 367,924
MARATHON PETROLEUM CORP MPC COM 56585A102 153,605,785 1,500,203 SH   SOLE   1,448,143 0 52,060
MARKEL CORP MKL COM 570535104 114,249,770 148,577 SH   SOLE   134,488 0 14,089
MOHAWK INDUSTRIES INC MHK COM 608190104 378,497,203 2,037,670 SH   SOLE   1,830,937 0 206,733
MONDELEZ INTERNATIONAL INC. A CL A 609207105 35,118,349 973,077 SH   SOLE   801,134 0 171,943
NATIONSTAR MORTGAGE HOLDINGS COM 63861C109 91,467,337 3,692,666 SH   SOLE   3,567,423 0 125,243
OREILLY AUTOMOTIVE ORLY COM 67103H107 638,990,065 2,955,004 SH   SOLE   2,661,745 0 293,259
ORACLE CORPORATION ORCL COM 68389X105 21,569,736 499,878 SH   SOLE   499,878 0 0
PBF ENERGY INC. PBF CL A 69318G106 159,250,330 4,694,880 SH   SOLE   4,543,371 0 151,509
PALL CORP PLL COM 696429307 383,580,753 3,820,906 SH   SOLE   3,439,775 0 381,131
PAYCHEX PAYX COM 704326107 85,606,763 1,725,421 SH   SOLE   1,496,314 0 229,107
PAYCHEX PAYX COM 704326107 39,910,306 804,400 SH Call SOLE   804,400 0 0
PERKINELMER INC PKI COM 714046109 88,469,643 1,729,950 SH   SOLE   1,641,897 0 88,053
POLARIS INDUSTRIES INC PII COM 731068102 42,757,533 303,030 SH   SOLE   303,030 0 0
PRECISION CASTPARTS CORP. PCP COM 740189105 17,918,670 85,327 SH   SOLE   85,327 0 0
ROLLINS INC ROL COM 775711104 126,427,055 5,112,295 SH   SOLE   4,555,625 0 556,670
ROSS STORES INC ROST COM 778296103 15,588,328 147,953 SH   SOLE   84,393 0 63,560
SS&C TECHNOLOGIES INC. SSNC COM 78467J100 93,047,542 1,493,540 SH   SOLE   1,352,982 0 140,558
SCRIPPS NETWORKS INTERACTIVE I CL A COM 811065101 35,138,440 512,521 SH   SOLE   442,946 0 69,575
SENSATA TECHNOLOGIES HOLDING SHS N7902X106 95,406,009 1,660,679 SH   SOLE   1,660,679 0 0
SHERWIN WILLIAMS CO SHW COM 824348106 330,301,371 1,160,989 SH   SOLE   1,048,571 0 112,418
SIGNET JEWLERS LTD SIG SHS G81276100 355,696,147 2,562,837 SH   SOLE   2,300,109 0 262,728
SKECHERS USA INC SKX CL A 830566105 83,415,600 1,160,000 SH Put SOLE   1,160,000 0 0
SMITH (A.O.) CORP AOS COM 831865209 12,608,362 192,025 SH   SOLE   192,025 0 0
STARWOOD HOTELS RESORTS WORLDW COM 85590A401 31,553,398 377,885 SH   SOLE   377,885 0 0
TD AMERITRADE HOLDING CORP A COM 87236Y108 262,932,456 7,056,695 SH   SOLE   6,840,579 0 216,116
TJX COMPANIES INC TJX COM 872540109 53,373,967 761,941 SH   SOLE   571,706 0 190,235
TELEFLEX INC TFX COM 879369106 14,492,713 119,943 SH   SOLE   119,943 0 0
TEMPUR SEALY INTERNATIONAL INC COM 88023U101 275,838,992 4,777,260 SH   SOLE   4,283,341 0 493,919
THERMO FISHER SCIENTIC INC. COM 883556102 114,715,747 853,921 SH   SOLE   556,966 0 296,955
TIFFANY AND CO TIF COM 886547108 22,805,767 259,127 SH   SOLE   259,127 0 0
TRANSDIGM GROUP INC. TDG COM 893641100 291,056,828 1,330,728 SH   SOLE   1,192,417 0 138,311
TRIMBLE NAVIGATION LTD TRMB COM 896239100 142,467,822 5,653,485 SH   SOLE   5,267,157 0 386,328
UNITED TECHNOLOGIES CORPORATIO COM 913017109 79,153,833 675,374 SH   SOLE   465,498 0 209,876
VALERO ENERGY CORPORATION VL COM 91913Y100 152,936,054 2,403,899 SH   SOLE   2,318,468 0 85,431
VERISK ANALYTICS INC - CLASS A CL A 92345Y106 63,730,141 892,579 SH   SOLE   892,579 0 0
VISA COM CL A 92826C839 24,035,297 367,456 SH   SOLE   367,456 0 0
WABTEC CORP WAB COM 929740108 50,663,512 533,244 SH   SOLE   533,244 0 0
WAL MART STORES INC. WMT COM 931142103 20,747,234 252,246 SH   SOLE   252,246 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 26,982,351 318,639 SH   SOLE   318,639 0 0
WALTER INVESTMENT MANAGEMENT COM 93317W102 79,565,543 4,926,659 SH   SOLE   4,772,201 0 154,458
WATERS CORP WAT COM 941848103 23,449,487 188,622 SH   SOLE   107,672 0 80,950
WATTS WATER TECHNOLOGIES WTS CL A 942749102 61,005,543 1,108,587 SH   SOLE   1,005,293 0 103,294
WEST MARINE INC COM 954235107 11,278,763 1,216,695 SH   SOLE   1,216,695 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 256,141,363 3,560,486 SH   SOLE   3,432,441 0 128,045
WILLIAMS SONOMA INC WSM COM 969904101 250,095,864 3,137,572 SH   SOLE   2,836,925 0 300,647
WISDOMTREE INVESTMENTS WETF COM 97717P104 2,509,768 116,951 SH   SOLE   116,951 0 0
WOLVERINE WORLD WIDE, INC WW COM 978097103 69,808,176 2,086,941 SH   SOLE   1,835,418 0 251,523