UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment [ ]; Amendment Number:____
This Amendment (Check only one.): [ ] is a restatement
[ ] adds new holdings entries
Institutional Investment Manager Filing this Report:
Name: Artisan Partners Limited Partnership
Address: 875 East Wisconsin Avenue, Suite 800
Milwaukee, WI 53202
Form 13F File Number: 28-13578
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Gregory K. Ramirez
Title: Vice President and Chief Accounting Officer
Phone: 414/390-6100
Signature, Place, and Date of Signing:
/s/ Gregory K. Ramirez Milwaukee, WI May 10, 2013
---------------------- ------------- ------------
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported
by other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
-----------
Form 13F Information Table Entry Total: 344
-----------
Form 13F Information Table Value Total: $45,903,681
-----------
(thousands)
List of Other Included Managers:
None
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
None
FORM 13F INFORMATION TABLE
03/31/2013
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
----------------------------- ---------------- --------- --------- -------------- -------- -------- ---------------------------
VOTING AUTHORITY
TITLE OF VALUE SHARES/ SH/ INVSTMNT OTHER ---------------------------
NAME OF ISSUER CLASS CUSIP (X1000) PRN AMT PRN DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- ---------------- --------- --------- ---------- --- -------- -------- ---------- ------ ---------
21VIANET GROUP INC SPONSORED ADR 90138A103 18,794 1,999,406 SH Sole 1,999,406 0 0
3M CO COM 88579Y101 317,425 2,985,839 SH Sole 2,529,906 0 455,933
ABB LTD SPONSORED ADR 000375204 858 37,700 SH Sole 37,700 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 9,214 313,500 SH Sole 296,100 0 17,400
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 299,096 3,937,030 SH Sole 3,561,799 0 375,231
ACME PACKET INC COM 004764106 12,898 441,400 SH Sole 415,700 0 25,700
ACUITY BRANDS INC COM 00508Y102 47,415 683,700 SH Sole 645,900 0 37,800
ADTRAN INC COM 00738A106 92,593 4,712,100 SH Sole 4,460,900 0 251,200
ADVISORY BRD CO COM 00762W107 31,627 602,198 SH Sole 568,798 0 33,400
AGILENT TECHNOLOGIES INC COM 00846U101 207,230 4,937,569 SH Sole 4,729,584 0 207,985
AIXTRON SE SPONSORED ADR 009606104 17,003 1,159,800 SH Sole 1,090,800 0 69,000
ALEXION PHARMACEUTICALS INC COM 015351109 192,480 2,089,000 SH Sole 1,993,400 0 95,600
ALLEGHANY CORP DEL COM 017175100 387,521 978,787 SH Sole 907,290 0 71,497
ALLERGAN INC COM 018490102 848 7,594 SH Sole 7,594 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 184,646 1,991,433 SH Sole 1,931,533 0 59,900
ALLSTATE CORP COM 020002101 357,631 7,288,174 SH Sole 6,776,784 0 511,390
ALTERA CORP COM 021441100 167,862 4,732,500 SH Sole 4,516,600 0 215,900
AMAZON COM INC COM 023135106 34,567 129,714 SH Sole 129,714 0 0
AMERICAN EXPRESS CO COM 025816109 246,014 3,646,816 SH Sole 3,093,448 0 553,368
AMERICAN WTR WKS CO INC NEW COM 030420103 5,092 122,868 SH Sole 119,768 0 3,100
AMETEK INC NEW COM 031100100 138,296 3,189,480 SH Sole 3,043,580 0 145,900
ANADARKO PETE CORP COM 032511107 17,924 204,963 SH Sole 204,963 0 0
ANALOG DEVICES INC COM 032654105 321,405 6,913,418 SH Sole 6,740,418 0 173,000
ANNALY CAP MGMT INC COM 035710409 163,645 10,298,623 SH Sole 9,107,243 0 1,191,380
ANNIES INC COM 03600T104 12,626 330,000 SH Sole 311,700 0 18,300
ANSYS INC COM 03662Q105 158,958 1,952,320 SH Sole 1,863,438 0 88,882
ANWORTH MORTGAGE ASSET CP COM 037347101 33,902 5,355,700 SH Sole 5,070,700 0 285,000
AON PLC SHS CL A G0408V102 1,073,621 17,457,245 SH Sole 15,950,707 0 1,506,538
APACHE CORP COM 037411105 89,711 1,162,665 SH Sole 724,895 0 437,770
APACHE CORP PFD CONV SER D 037411808 5,073 113,905 SH Sole 66,315 0 47,590
APPLE INC COM 037833100 149,911 338,682 SH Sole 236,368 0 102,314
APPLIED MATLS INC COM 038222105 513,982 38,129,206 SH Sole 36,827,206 0 1,302,000
ARBITRON INC COM 03875Q108 9,191 196,100 SH Sole 185,800 0 10,300
ARCH CAP GROUP LTD ORD G0450A105 1,220,809 23,222,537 SH Sole 21,022,015 0 2,200,522
ARES CAP CORP COM 04010L103 187,993 10,386,361 SH Sole 9,895,705 0 490,656
ARIAD PHARMACEUTICALS INC COM 04033A100 165,866 9,168,955 SH Sole 8,735,655 0 433,300
ARM HLDGS PLC SPONSORED ADR 042068106 370,833 8,752,250 SH Sole 8,354,672 0 397,578
ARROW ELECTRS INC COM 042735100 353,277 8,697,120 SH Sole 8,437,020 0 260,100
ARUBA NETWORKS INC COM 043176106 14,545 587,900 SH Sole 555,200 0 32,700
ASTEC INDS INC COM 046224101 36,236 1,037,381 SH Sole 981,881 0 55,500
ATHENAHEALTH INC COM 04685W103 353,167 3,639,400 SH Sole 3,468,815 0 170,585
ATLANTIC TELE NETWORK INC COM NEW 049079205 39,793 820,314 SH Sole 776,614 0 43,700
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 45,708 1,121,400 SH Sole 1,061,600 0 59,800
AUTODESK INC COM 052769106 131,687 3,193,188 SH Sole 3,113,788 0 79,400
AVNET INC COM 053807103 359,883 9,941,513 SH Sole 9,487,213 0 454,300
B/E AEROSPACE INC COM 073302101 1,564 25,939 SH Sole 25,939 0 0
BAIDU INC SPON ADR REP A 056752108 763,529 8,706,148 SH Sole 7,587,135 0 1,119,013
BAKER HUGHES INC COM 057224107 64,373 1,387,045 SH Sole 863,515 0 523,530
BANK NEW YORK MELLON CORP COM 064058100 383,919 13,716,297 SH Sole 11,296,947 0 2,419,350
BEACON ROOFING SUPPLY INC COM 073685109 71,475 1,848,809 SH Sole 1,746,309 0 102,500
BECTON DICKINSON & CO COM 075887109 223,683 2,339,540 SH Sole 2,114,965 0 224,575
BED BATH & BEYOND INC COM 075896100 228,350 3,544,700 SH Sole 3,455,900 0 88,800
BENCHMARK ELECTRS INC COM 08160H101 29,904 1,659,498 SH Sole 1,570,801 0 88,697
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,890 833,874 SH Sole 516,269 0 317,605
BIOGEN IDEC INC COM 09062X103 65,952 341,879 SH Sole 341,879 0 0
BLOCK H & R INC COM 093671105 400,329 13,607,388 SH Sole 12,801,583 0 805,805
BORGWARNER INC COM 099724106 283,510 3,665,760 SH Sole 3,498,815 0 166,945
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 177,997 7,165,752 SH Sole 6,988,552 0 177,200
BRUKER CORP COM 116794108 30,440 1,593,700 SH Sole 1,505,300 0 88,400
CABOT OIL & GAS CORP COM 127097103 94,965 1,404,600 SH Sole 1,340,300 0 64,300
CACI INTL INC CL A 127190304 61,351 1,060,150 SH Sole 1,003,750 0 56,400
CAE INC COM 124765108 15,594 1,595,294 SH Sole 1,595,294 0 0
CANADIAN PAC RY LTD COM 13645T100 760,009 5,825,161 SH Sole 4,900,888 0 924,273
CAVIUM INC COM 14964U108 21,419 551,900 SH Sole 521,300 0 30,600
CEMENTOS PACASMAYO S A A SPON ADR REP 5 15126Q109 11,013 741,598 SH Sole 639,546 0 102,052
CEPHEID COM 15670R107 309,224 8,059,000 SH Sole 7,677,700 0 381,300
CERNER CORP COM 156782104 419,800 4,430,609 SH Sole 4,245,179 0 185,430
CHART INDS INC COM PAR $0.01 16115Q308 186,303 2,328,500 SH Sole 2,218,300 0 110,200
CHEVRON CORP NEW COM 166764100 49,105 413,274 SH Sole 257,279 0 155,995
CHIPOTLE MEXICAN GRILL INC COM 169656105 190,754 585,369 SH Sole 558,848 0 26,521
CHUBB CORP COM 171232101 268,626 3,068,956 SH Sole 2,433,749 0 635,207
CIGNA CORPORATION COM 125509109 689,692 11,058,066 SH Sole 10,323,201 0 734,865
CIMAREX ENERGY CO COM 171798101 385,065 5,104,252 SH Sole 4,685,552 0 418,700
CIRCOR INTL INC COM 17273K109 17,168 403,964 SH Sole 382,464 0 21,500
CISCO SYS INC COM 17275R102 221,973 10,615,637 SH Sole 8,431,276 0 2,184,361
CITIGROUP INC COM NEW 172967424 51,639 1,167,247 SH Sole 1,167,247 0 0
CITRIX SYS INC COM 177376100 38,107 528,086 SH Sole 503,944 0 24,142
CLOUD PEAK ENERGY INC COM 18911Q102 78,793 4,195,600 SH Sole 3,972,200 0 223,400
COACH INC COM 189754104 218,696 4,374,800 SH Sole 4,265,200 0 109,600
COGNEX CORP COM 192422103 45,626 1,082,470 SH Sole 1,022,570 0 59,900
COINSTAR INC COM 19259P300 80,257 1,373,800 SH Sole 1,300,600 0 73,200
COLGATE PALMOLIVE CO COM 194162103 920 7,791 SH Sole 7,791 0 0
COMCAST CORP NEW CL A 20030N101 1,437 34,210 SH Sole 34,210 0 0
COMFORT SYS USA INC COM 199908104 27,591 1,958,194 SH Sole 1,853,908 0 104,286
COMMVAULT SYSTEMS INC COM 204166102 71,560 872,900 SH Sole 824,500 0 48,400
COMSTOCK RES INC COM NEW 205768203 38,031 2,340,390 SH Sole 2,215,590 0 124,800
CONCUR TECHNOLOGIES INC COM 206708109 298,892 4,353,224 SH Sole 4,149,084 0 204,140
CONMED CORP COM 207410101 47,066 1,381,857 SH Sole 1,307,759 0 74,098
CORE LABORATORIES N V COM N22717107 123,445 895,050 SH Sole 853,910 0 41,140
COSTAR GROUP INC COM 22160N109 26,238 239,700 SH Sole 226,300 0 13,400
COVANCE INC COM 222816100 128,053 1,723,000 SH Sole 1,644,100 0 78,900
COVIDIEN PLC SHS G2554F113 995,350 14,672,022 SH Sole 13,006,128 0 1,665,894
CRA INTL INC COM 12618T105 22,123 988,954 SH Sole 936,409 0 52,545
CREE INC COM 225447101 150,660 2,753,800 SH Sole 2,627,900 0 125,900
CSX CORP COM 126408103 52,325 2,124,422 SH Sole 1,316,057 0 808,365
CTC MEDIA INC COM 12642X106 10,278 871,783 SH Sole 766,183 0 105,600
CUBIC CORP COM 229669106 28,426 665,400 SH Sole 627,800 0 37,600
CUMMINS INC COM 231021106 190,311 1,643,300 SH Sole 1,568,300 0 75,000
CURTISS WRIGHT CORP COM 231561101 45,068 1,298,800 SH Sole 1,229,500 0 69,300
DARLING INTL INC COM 237266101 26,687 1,485,900 SH Sole 1,407,000 0 78,900
DAVITA HEALTHCARE PARTNERS I COM 23918K108 184,751 1,557,900 SH Sole 1,487,200 0 70,700
DECKERS OUTDOOR CORP COM 243537107 10,843 194,700 SH Sole 183,900 0 10,800
DEMANDWARE INC COM 24802Y105 11,058 436,200 SH Sole 412,000 0 24,200
DEXCOM INC COM 252131107 26,350 1,575,973 SH Sole 1,488,573 0 87,400
DIEBOLD INC COM 253651103 82,293 2,714,162 SH Sole 2,566,566 0 147,596
DISCOVER FINL SVCS COM 254709108 519,262 11,580,325 SH Sole 11,122,935 0 457,390
DISNEY WALT CO COM DISNEY 254687106 834 14,687 SH Sole 14,687 0 0
DOLE FOOD CO INC NEW COM 256603101 21,720 1,992,700 SH Sole 1,886,700 0 106,000
DOLLAR TREE INC COM 256746108 1,004 20,721 SH Sole 20,721 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 61,305 3,233,400 SH Sole 3,059,400 0 174,000
DRESSER-RAND GROUP INC COM 261608103 180,944 2,934,538 SH Sole 2,800,596 0 133,942
DRIL-QUIP INC COM 262037104 33,874 388,600 SH Sole 367,100 0 21,500
DU PONT E I DE NEMOURS & CO COM 263534109 48,962 995,980 SH Sole 616,460 0 379,520
DUN & BRADSTREET CORP DEL NE COM 26483E100 225,689 2,698,016 SH Sole 2,630,716 0 67,300
DUNKIN BRANDS GROUP INC COM 265504100 48,707 1,320,700 SH Sole 1,247,600 0 73,100
EARTHLINK INC COM 270321102 37,915 6,995,340 SH Sole 6,622,840 0 372,500
EBAY INC COM 278642103 100,385 1,851,437 SH Sole 1,851,437 0 0
EMCOR GROUP INC COM 29084Q100 136,380 3,217,262 SH Sole 3,045,762 0 171,500
ENCORE WIRE CORP COM 292562105 25,029 714,700 SH Sole 676,600 0 38,100
ENDOLOGIX INC COM 29266S106 8,351 517,100 SH Sole 488,400 0 28,700
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 20,225 423,023 SH Sole 400,523 0 22,500
ENSCO PLC SHS CLASS A G3157S106 253,903 4,231,723 SH Sole 4,127,182 0 104,541
ENZON PHARMACEUTICALS INC COM 293904108 5,221 1,374,000 SH Sole 1,299,900 0 74,100
ERA GROUP INC COM 26885G109 6,077 289,400 SH Sole 273,900 0 15,500
EXONE CO COM 302104104 5,440 162,400 SH Sole 153,400 0 9,000
FACEBOOK INC CL A 30303M102 22,081 863,231 SH Sole 863,231 0 0
FEI CO COM 30241L109 22,580 349,800 SH Sole 330,400 0 19,400
FIDELITY NATIONAL FINANCIAL CL A 31620R105 18,683 740,520 SH Sole 721,920 0 18,600
FIVE BELOW INC COM 33829M101 5,153 136,000 SH Sole 128,500 0 7,500
FLEXTRONICS INTL LTD ORD Y2573F102 126,157 18,662,284 SH Sole 16,725,428 0 1,936,856
FLIR SYS INC COM 302445101 425,032 16,341,107 SH Sole 15,815,907 0 525,200
FOREST OIL CORP COM PAR $0.01 346091705 11,183 2,125,990 SH Sole 2,012,190 0 113,800
FORTINET INC COM 34959E109 40,036 1,690,700 SH Sole 1,596,900 0 93,800
FOSSIL INC COM 349882100 186,863 1,934,400 SH Sole 1,846,035 0 88,365
FRANCESCAS HLDGS CORP COM 351793104 29,990 1,046,400 SH Sole 988,300 0 58,100
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 70,933 4,763,800 SH Sole 4,545,800 0 218,000
FRESH MKT INC COM 35804H106 25,127 587,500 SH Sole 554,900 0 32,600
FTI CONSULTING INC COM 302941109 107,100 2,843,865 SH Sole 2,692,565 0 151,300
FULLER H B CO COM 359694106 110,070 2,816,533 SH Sole 2,666,333 0 150,200
FUSION-IO INC COM 36112J107 3,981 243,200 SH Sole 229,700 0 13,500
GENMARK DIAGNOSTICS INC COM 372309104 28,849 2,232,908 SH Sole 2,160,208 0 72,700
GEOSPACE TECHNOLOGIES CORP COM 37364X109 4,673 43,300 SH Sole 40,900 0 2,400
GILEAD SCIENCES INC COM 375558103 42,164 861,711 SH Sole 861,711 0 0
GNC HLDGS INC COM CL A 36191G107 3,692 93,982 SH Sole 93,982 0 0
GOOGLE INC CL A 38259P508 430,259 541,868 SH Sole 478,942 0 62,926
GRANITE CONSTR INC COM 387328107 39,359 1,236,162 SH Sole 1,170,262 0 65,900
GUIDEWIRE SOFTWARE INC COM 40171V100 39,793 1,035,200 SH Sole 978,500 0 56,700
GULFMARK OFFSHORE INC CL A NEW 402629208 63,816 1,638,000 SH Sole 1,551,000 0 87,000
HARSCO CORP COM 415864107 17,879 721,799 SH Sole 681,799 0 40,000
HASBRO INC COM 418056107 181,400 4,128,365 SH Sole 3,498,755 0 629,610
HATTERAS FINL CORP COM 41902R103 219,890 8,016,409 SH Sole 7,769,409 0 247,000
HAWAIIAN HOLDINGS INC COM 419879101 23,251 4,036,600 SH Sole 3,821,900 0 214,700
HDFC BANK LTD ADR REPS 3 SHS 40415F101 79,656 2,128,711 SH Sole 2,059,786 0 68,925
HEARTWARE INTL INC COM 422368100 16,256 183,825 SH Sole 173,625 0 10,200
HESS CORP COM 42809H107 251,544 3,512,700 SH Sole 3,424,800 0 87,900
HIBBETT SPORTS INC COM 428567101 12,481 221,800 SH Sole 209,500 0 12,300
HMS HLDGS CORP COM 40425J101 98,411 3,624,700 SH Sole 3,443,500 0 181,200
HOMEAWAY INC COM 43739Q100 21,570 663,700 SH Sole 626,900 0 36,800
HUBBELL INC CL B 443510201 226,318 2,330,532 SH Sole 2,272,332 0 58,200
ICON PLC SHS G4705A100 188,696 5,843,781 SH Sole 5,486,299 0 357,482
IDEX CORP COM 45167R104 29,179 546,212 SH Sole 515,900 0 30,312
IHS INC CL A 451734107 530,919 5,069,891 SH Sole 4,867,508 0 202,383
ILLUMINA INC COM 452327109 89,570 1,658,700 SH Sole 1,582,900 0 75,800
IMPERIAL OIL LTD COM NEW 453038408 488,887 11,961,374 SH Sole 10,728,537 0 1,232,837
INCYTE CORP COM 45337C102 105,259 4,496,330 SH Sole 4,280,262 0 216,068
INFORMATICA CORP COM 45666Q102 44,563 1,292,800 SH Sole 1,222,900 0 69,900
INGRAM MICRO INC CL A 457153104 271,424 13,791,859 SH Sole 13,448,159 0 343,700
INTERCONTINENTALEXCHANGE INC COM 45865V100 17,171 105,300 SH Sole 100,500 0 4,800
INTERMEC INC COM 458786100 2,244 228,326 SH Sole 212,326 0 16,000
INTERPUBLIC GROUP COS INC COM 460690100 1,315 100,917 SH Sole 100,917 0 0
INTERSIL CORP CL A 46069S109 55,094 6,325,400 SH Sole 5,988,600 0 336,800
IPG PHOTONICS CORP COM 44980X109 301,385 4,538,250 SH Sole 4,326,100 0 212,150
ISHARES INC MSCI TAIWAN 464286731 11,035 827,233 SH Sole 827,233 0 0
ISHARES TR S&P INDIA 50 464289529 35,516 1,479,824 SH Sole 1,479,824 0 0
ISIS PHARMACEUTICALS INC COM 464330109 145,454 8,586,400 SH Sole 8,180,900 0 405,500
JACOBS ENGR GROUP INC DEL COM 469814107 377,194 6,706,858 SH Sole 6,257,418 0 449,440
JOHNSON & JOHNSON COM 478160104 320,276 3,928,317 SH Sole 3,330,753 0 597,564
JOS A BANK CLOTHIERS INC COM 480838101 41,600 1,042,600 SH Sole 986,800 0 55,800
KAMAN CORP COM 483548103 14,337 404,200 SH Sole 382,600 0 21,600
KAYDON CORP COM 486587108 47,927 1,873,600 SH Sole 1,774,100 0 99,500
KEY ENERGY SVCS INC COM 492914106 28,060 3,472,800 SH Sole 3,287,800 0 185,000
KINROSS GOLD CORP COM NO PAR 496902404 175,083 22,078,500 SH Sole 21,519,600 0 558,900
KRATON PERFORMANCE POLYMERS COM 50077C106 5,356 228,900 SH Sole 216,700 0 12,200
KROGER CO COM 501044101 421,836 12,728,922 SH Sole 11,750,827 0 978,095
L-3 COMMUNICATIONS HLDGS INC COM 502424104 179,576 2,219,175 SH Sole 2,163,775 0 55,400
LAM RESEARCH CORP COM 512807108 278,677 6,721,576 SH Sole 6,553,476 0 168,100
LEXMARK INTL NEW CL A 529771107 201,804 7,644,085 SH Sole 7,402,685 0 241,400
LIBERTY GLOBAL INC COM SER A 530555101 158,647 2,161,408 SH Sole 1,831,065 0 330,343
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 106,490 4,980,824 SH Sole 4,856,524 0 124,300
LINKEDIN CORP COM CL A 53578A108 289,319 1,643,300 SH Sole 1,568,600 0 74,700
LKQ CORP COM 501889208 238,738 10,971,400 SH Sole 10,454,538 0 516,862
LOEWS CORP COM 540424108 208,913 4,740,483 SH Sole 4,622,683 0 117,800
LOGITECH INTL S A SHS H50430232 1,563 224,300 SH Sole 212,200 0 12,100
LPL FINL HLDGS INC COM 50212V100 27,249 845,200 SH Sole 806,200 0 39,000
LUFKIN INDS INC COM 549764108 21,710 327,000 SH Sole 309,800 0 17,200
LULULEMON ATHLETICA INC COM 550021109 127,955 2,052,200 SH Sole 1,958,716 0 93,484
MANPOWERGROUP INC COM 56418H100 199,211 3,512,179 SH Sole 3,424,579 0 87,600
MARSH & MCLENNAN COS INC COM 571748102 290,705 7,656,183 SH Sole 6,489,390 0 1,166,793
MASTERCARD INC CL A 57636Q104 311,300 575,277 SH Sole 488,343 0 86,934
MATTEL INC COM 577081102 294,977 6,736,171 SH Sole 6,568,271 0 167,900
MATTHEWS INTL CORP CL A 577128101 69,307 1,986,429 SH Sole 1,880,600 0 105,829
MCDERMOTT INTL INC COM 580037109 169,160 15,392,162 SH Sole 15,006,562 0 385,600
MEAD JOHNSON NUTRITION CO COM 582839106 115,241 1,487,940 SH Sole 1,420,000 0 67,940
MEDTRONIC INC COM 585055106 263,451 5,610,117 SH Sole 4,757,350 0 852,767
MENS WEARHOUSE INC COM 587118100 15,594 466,600 SH Sole 441,500 0 25,100
MERCADOLIBRE INC COM 58733R102 156,302 1,618,700 SH Sole 1,542,963 0 75,737
MEREDITH CORP COM 589433101 21,060 550,455 SH Sole 521,355 0 29,100
MERIT MED SYS INC COM 589889104 11,126 907,500 SH Sole 858,900 0 48,600
METTLER TOLEDO INTERNATIONAL COM 592688105 283,604 1,330,100 SH Sole 1,269,100 0 61,000
MICROSOFT CORP COM 594918104 366,767 12,819,527 SH Sole 10,254,516 0 2,565,011
MICROSTRATEGY INC CL A NEW 594972408 49,074 485,495 SH Sole 459,671 0 25,824
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 16,914 423,496 SH Sole 371,559 0 51,937
MINERALS TECHNOLOGIES INC COM 603158106 11,594 279,300 SH Sole 264,500 0 14,800
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 2,292 110,500 SH Sole 110,500 0 0
MOLSON COORS BREWING CO CL B 60871R209 2,120 43,319 SH Sole 43,319 0 0
MONRO MUFFLER BRAKE INC COM 610236101 17,877 450,199 SH Sole 425,249 0 24,950
MONSANTO CO NEW COM 61166W101 92,643 877,055 SH Sole 877,055 0 0
MONSTER BEVERAGE CORP COM 611740101 574 12,026 SH Sole 12,026 0 0
MOSAIC CO NEW COM 61945C103 38,952 653,440 SH Sole 406,830 0 246,610
MUELLER INDS INC COM 624756102 20,571 386,024 SH Sole 365,524 0 20,500
NANOMETRICS INC COM 630077105 23,413 1,622,500 SH Sole 1,538,700 0 83,800
NATIONAL OILWELL VARCO INC COM 637071101 66,882 945,330 SH Sole 588,075 0 357,255
NETSUITE INC COM 64118Q107 23,386 292,100 SH Sole 275,900 0 16,200
NEUTRAL TANDEM INC COM 64128B108 1,523 465,801 SH Sole 440,401 0 25,400
NEWMONT MINING CORP COM 651639106 57,379 1,369,760 SH Sole 852,160 0 517,600
NEWPARK RES INC COM PAR $.01NEW 651718504 30,343 3,269,700 SH Sole 3,095,800 0 173,900
NOAH HLDGS LTD SPONSORED ADS 65487X102 7,265 999,287 SH Sole 882,300 0 116,987
NOBLE CORPORATION BAAR NAMEN--AKT H5833N103 54,727 1,434,530 SH Sole 893,005 0 541,525
NOBLE ENERGY INC COM 655044105 237,415 2,052,700 SH Sole 1,959,300 0 93,400
NORTHERN TR CORP COM 665859104 145,921 2,674,501 SH Sole 2,607,701 0 66,800
NYSE EURONEXT COM 629491101 296,025 7,661,100 SH Sole 7,470,200 0 190,900
OASIS PETE INC NEW COM 674215108 8,299 218,000 SH Sole 205,900 0 12,100
OCEANEERING INTL INC COM 675232102 193,276 2,910,340 SH Sole 2,778,140 0 132,200
OGE ENERGY CORP COM 670837103 78,177 1,117,129 SH Sole 1,089,329 0 27,800
OMNICOM GROUP INC COM 681919106 222,836 3,783,286 SH Sole 3,688,786 0 94,500
OPEN TEXT CORP COM 683715106 192,288 3,257,469 SH Sole 3,175,769 0 81,700
ORACLE CORP COM 68389X105 403,282 12,470,053 SH Sole 10,075,071 0 2,394,982
ORION MARINE GROUP INC COM 68628V308 22,362 2,249,705 SH Sole 2,130,605 0 119,100
OWENS & MINOR INC NEW COM 690732102 22,092 678,500 SH Sole 642,200 0 36,300
OWENS CORNING NEW COM 690742101 241,588 6,127,000 SH Sole 5,847,700 0 279,300
PALL CORP COM 696429307 137,048 2,004,510 SH Sole 1,913,010 0 91,500
PALO ALTO NETWORKS INC COM 697435105 66,850 1,181,100 SH Sole 1,127,100 0 54,000
PANDORA MEDIA INC COM 698354107 12,951 914,600 SH Sole 866,800 0 47,800
PARK ELECTROCHEMICAL CORP COM 700416209 19,732 778,700 SH Sole 737,100 0 41,600
PARKER DRILLING CO COM 701081101 19,036 4,447,547 SH Sole 4,211,047 0 236,500
PARKER HANNIFIN CORP COM 701094104 127,482 1,392,026 SH Sole 1,178,469 0 213,557
PATTERSON UTI ENERGY INC COM 703481101 252,671 10,598,632 SH Sole 10,334,632 0 264,000
PETSMART INC COM 716768106 1,194 19,232 SH Sole 19,232 0 0
PICO HLDGS INC COM NEW 693366205 41,433 1,866,341 SH Sole 1,767,983 0 98,358
PLATINUM UNDERWRITER HLDGS L COM G7127P100 68,390 1,225,400 SH Sole 1,160,000 0 65,400
POWER ONE INC NEW COM 73930R102 16,590 3,997,500 SH Sole 3,784,700 0 212,800
PRECIDIAN ETFS TR MAXIS NIKKEI 74016W106 655 41,500 SH Sole 41,500 0 0
PRICESMART INC COM 741511109 8,709 111,900 SH Sole 105,700 0 6,200
PROGRESS SOFTWARE CORP COM 743312100 65,985 2,896,623 SH Sole 2,742,423 0 154,200
PROGRESSIVE CORP OHIO COM 743315103 556,405 22,018,404 SH Sole 19,919,086 0 2,099,318
PROS HOLDINGS INC COM 74346Y103 4,532 166,800 SH Sole 157,600 0 9,200
PROSHARES TR PSHS ULTSH 20YRS 74347B201 2,024 30,800 SH Sole 30,800 0 0
PROTO LABS INC COM 743713109 9,162 186,600 SH Sole 176,300 0 10,300
QLOGIC CORP COM 747277101 52,985 4,567,700 SH Sole 4,324,700 0 243,000
QUAD / GRAPHICS INC COM CL A 747301109 26,435 1,104,200 SH Sole 1,045,500 0 58,700
RALPH LAUREN CORP CL A 751212101 352,004 2,079,049 SH Sole 1,994,821 0 84,228
REALPAGE INC COM 75606N109 27,188 1,312,799 SH Sole 1,239,999 0 72,800
RED HAT INC COM 756577102 178,159 3,523,708 SH Sole 3,362,753 0 160,955
REGAL BELOIT CORP COM 758750103 26,328 322,800 SH Sole 304,900 0 17,900
REGENERON PHARMACEUTICALS COM 75886F107 584,178 3,311,666 SH Sole 3,181,139 0 130,527
REGIS CORP MINN COM 758932107 38,114 2,095,300 SH Sole 1,983,500 0 111,800
RENT A CTR INC NEW COM 76009N100 86,779 2,349,177 SH Sole 2,224,977 0 124,200
REPUBLIC SVCS INC COM 760759100 146,434 4,437,400 SH Sole 4,326,700 0 110,700
RESTORATION HARDWARE HLDGS I COM 761283100 8,204 234,400 SH Sole 221,400 0 13,000
ROCKWELL AUTOMATION INC COM 773903109 196,792 2,279,000 SH Sole 2,175,200 0 103,800
ROCKWELL COLLINS INC COM 774341101 193,474 3,065,184 SH Sole 2,988,484 0 76,700
ROPER INDS INC NEW COM 776696106 110,669 869,286 SH Sole 829,737 0 39,549
ROSETTA RESOURCES INC COM 777779307 20,164 423,800 SH Sole 400,300 0 23,500
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 42,361 650,105 SH Sole 403,905 0 246,200
RUDOLPH TECHNOLOGIES INC COM 781270103 19,859 1,685,831 SH Sole 1,595,551 0 90,280
RYDER SYS INC COM 783549108 263,126 4,403,777 SH Sole 4,234,477 0 169,300
SAIC INC COM 78390X101 196,622 14,510,820 SH Sole 14,148,720 0 362,100
SALESFORCE COM INC COM 79466L302 312,516 1,747,560 SH Sole 1,675,986 0 71,574
SAP AG SPON ADR 803054204 35,272 437,940 SH Sole 437,940 0 0
SCANA CORP NEW COM 80589M102 40,818 797,843 SH Sole 778,143 0 19,700
SCHLUMBERGER LTD COM 806857108 327,581 4,374,168 SH Sole 3,699,371 0 674,797
SCHNITZER STL INDS CL A 806882106 49,622 1,861,300 SH Sole 1,761,300 0 100,000
SEACOR HOLDINGS INC COM 811904101 21,330 289,500 SH Sole 274,000 0 15,500
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 108,744 3,308,299 SH Sole 2,802,964 0 505,335
SENSIENT TECHNOLOGIES CORP COM 81725T100 38,817 993,015 SH Sole 940,115 0 52,900
SERVICENOW INC COM 81762P102 94,609 2,613,500 SH Sole 2,494,100 0 119,400
SIGNET JEWELERS LIMITED SHS G81276100 544,976 8,133,976 SH Sole 7,331,107 0 802,869
SKECHERS U S A INC CL A 830566105 41,006 1,938,800 SH Sole 1,835,400 0 103,400
SM ENERGY CO COM 78454L100 42,431 716,500 SH Sole 698,500 0 18,000
SOUTHWESTERN ENERGY CO COM 845467109 224,060 6,013,413 SH Sole 5,863,213 0 150,200
SPDR GOLD TRUST GOLD SHS 78463V107 402 2,600 SH Sole 2,600 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 92,329 4,861,975 SH Sole 4,711,175 0 150,800
STARBUCKS CORP COM 855244109 26,239 460,654 SH Sole 460,654 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 126,039 1,977,700 SH Sole 1,887,477 0 90,223
SUPERIOR ENERGY SVCS INC COM 868157108 27,030 1,040,825 SH Sole 985,425 0 55,400
SYKES ENTERPRISES INC COM 871237103 59,566 3,732,196 SH Sole 3,533,696 0 198,500
SYNOPSYS INC COM 871607107 125,524 3,498,441 SH Sole 3,411,141 0 87,300
SYSCO CORP COM 871829107 117,903 3,352,373 SH Sole 3,268,773 0 83,600
TARGET CORP COM 87612E106 222,625 3,252,372 SH Sole 2,759,220 0 493,152
TE CONNECTIVITY LTD REG SHS H84989104 968,021 23,086,599 SH Sole 20,786,687 0 2,299,912
TEAM INC COM 878155100 11,327 275,800 SH Sole 260,500 0 15,300
TECH DATA CORP COM 878237106 73,012 1,600,800 SH Sole 1,515,500 0 85,300
TELEDYNE TECHNOLOGIES INC COM 879360105 36,773 468,800 SH Sole 442,800 0 26,000
TENARIS S A SPONSORED ADR 88031M109 15,839 388,397 SH Sole 340,436 0 47,961
TERADATA CORP DEL COM 88076W103 95,774 1,636,876 SH Sole 1,562,080 0 74,796
TESLA MTRS INC COM 88160R101 80,967 2,136,900 SH Sole 2,036,985 0 99,915
TETRA TECH INC NEW COM 88162G103 57,846 1,897,200 SH Sole 1,796,300 0 100,900
TEXAS INSTRS INC COM 882508104 54,820 1,545,087 SH Sole 961,867 0 583,220
TIDEWATER INC COM 886423102 64,519 1,277,600 SH Sole 1,209,500 0 68,100
TORCHMARK CORP COM 891027104 188,047 3,144,600 SH Sole 3,066,100 0 78,500
TOWERS WATSON & CO CL A 891894107 305,433 4,406,135 SH Sole 4,274,335 0 131,800
TRACTOR SUPPLY CO COM 892356106 240,665 2,311,200 SH Sole 2,205,700 0 105,500
TREEHOUSE FOODS INC COM 89469A104 29,498 452,775 SH Sole 427,675 0 25,100
TRIMBLE NAVIGATION LTD COM 896239100 348,189 11,621,812 SH Sole 11,090,672 0 531,140
TRUEBLUE INC COM 89785X101 39,872 1,886,088 SH Sole 1,785,588 0 100,500
TUMI HLDGS INC COM 89969Q104 8,900 425,000 SH Sole 401,400 0 23,600
TUTOR PERINI CORP COM 901109108 20,024 1,037,500 SH Sole 982,400 0 55,100
TYLER TECHNOLOGIES INC COM 902252105 14,678 239,600 SH Sole 226,300 0 13,300
ULTIMATE SOFTWARE GROUP INC COM 90385D107 5,239 50,300 SH Sole 47,500 0 2,800
ULTRATECH INC COM 904034105 97,569 2,468,237 SH Sole 2,336,737 0 131,500
UNDER ARMOUR INC CL A 904311107 130,755 2,553,800 SH Sole 2,437,200 0 116,600
UNILEVER PLC SPON ADR NEW 904767704 674,305 15,963,666 SH Sole 14,374,961 0 1,588,705
UNIT CORP COM 909218109 63,319 1,390,100 SH Sole 1,316,200 0 73,900
UNIVERSAL ELECTRS INC COM 913483103 23,327 1,003,303 SH Sole 950,003 0 53,300
URBAN OUTFITTERS INC COM 917047102 98,643 2,546,280 SH Sole 2,429,680 0 116,600
VERISK ANALYTICS INC CL A 92345Y106 372,855 6,049,900 SH Sole 5,774,127 0 275,773
VIRGIN MEDIA INC COM 92769L101 93,627 1,911,934 SH Sole 1,615,425 0 296,509
VMWARE INC CL A COM 928563402 106,555 1,350,850 SH Sole 1,289,266 0 61,584
VOCERA COMMUNICATIONS INC COM 92857F107 21,438 932,100 SH Sole 880,400 0 51,700
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 62,224 2,190,230 SH Sole 1,363,540 0 826,690
VOLTERRA SEMICONDUCTOR CORP COM 928708106 13,100 922,500 SH Sole 873,300 0 49,200
WAL-MART STORES INC COM 931142103 135,284 1,807,889 SH Sole 1,530,883 0 277,006
WEBSENSE INC COM 947684106 42,029 2,801,937 SH Sole 2,652,737 0 149,200
WELLPOINT INC COM 94973V107 55,922 844,360 SH Sole 525,650 0 318,710
WESTERN UN CO COM 959802109 294,302 19,567,984 SH Sole 17,848,504 0 1,719,480
WESTPORT INNOVATIONS INC COM NEW 960908309 7,938 269,000 SH Sole 254,100 0 14,900
WILLIAMS SONOMA INC COM 969904101 171,294 3,324,800 SH Sole 3,172,600 0 152,200
WMS INDS INC COM 929297109 71,122 2,821,200 SH Sole 2,671,000 0 150,200
WOODWARD INC COM 980745103 185,533 4,666,333 SH Sole 4,435,933 0 230,400
WORKDAY INC CL A 98138H101 36,372 590,173 SH Sole 563,073 0 27,100
WORLD FUEL SVCS CORP COM 981475106 92,556 2,330,200 SH Sole 2,205,200 0 125,000
YAHOO INC COM 984332106 562 23,900 SH Sole 23,900 0 0
YUM BRANDS INC COM 988498101 1,735 24,118 SH Sole 24,118 0 0
ZOETIS INC CL A 98978V103 19,633 587,800 SH Sole 560,900 0 26,900