-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, GO7cuLqAZIP7jqPt6ci+qV4Kp9FF4zYH2TG7pntSTgRcLuOucnObbp721YGG9MgY l5cU/t+u1D9/HMdfUcnR1w== 0001172661-09-001296.txt : 20090803 0001172661-09-001296.hdr.sgml : 20090801 20090803172051 ACCESSION NUMBER: 0001172661-09-001296 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090803 DATE AS OF CHANGE: 20090803 EFFECTIVENESS DATE: 20090803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STERLING JOHNSTON CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001133222 IRS NUMBER: 943385233 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06369 FILM NUMBER: 09981031 BUSINESS ADDRESS: STREET 1: ONE SANSOME ST. STREET 2: SUITE 1800 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4154772300 MAIL ADDRESS: STREET 1: ONE SANSOME ST. STREET 2: SUITE 1800 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 sjo2q09.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2009 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: Sterling Johnston Capital Management, L.P. Address: 50 California Street Suite 3325 San Francisco, CA 94111 13F File Number: 28-06369 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: Scott S. Johnston Title: Chairman and CEO Phone: 415-477-2300 Signature, Place, and Date of Signing: /s/ Scott S. Johnston San Francisco, CA/USA August 03, 2009 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 230 Form13F Information Table Value Total: $563,312 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- A C MOORE ARTS & CRAFTS INC COM 00086t103 290 77100 SH SOLE 77100 0 0 AAR CORP COM 000361105 4324 269400 SH SOLE 269400 0 0 ACTUATE CORP COM 00508B102 1418 295500 SH SOLE 295500 0 0 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 588 18360 SH SOLE 18360 0 0 AEROVIRONMENT INC COM 008073108 1253 40600 SH SOLE 40600 0 0 AIRGAS INC COM 009363102 521 12860 SH SOLE 12860 0 0 AK STL HLDG CORP COM 001547108 323 16840 SH SOLE 16840 0 0 ALLIANCE HEALTHCARE SRVCS IN COM NEW 018606202 4224 576300 SH SOLE 576300 0 0 ALLION HEALTHCARE INC COM 019615103 1307 219700 SH SOLE 219700 0 0 ALLOS THERAPEUTICS INC COM 019777101 1868 225350 SH SOLE 225350 0 0 ALLSCRIPT MISYS HEALTCAR SOL COM 01988P108 5326 335800 SH SOLE 335800 0 0 ALTRA HOLDINGS INC COM 02208R106 1123 149900 SH SOLE 149900 0 0 AMAG PHARMACEUTICALS INC COM 00163U106 2449 44800 SH SOLE 44800 0 0 AMERISOURCEBERGEN CORP COM 03073E105 329 18540 SH SOLE 18540 0 0 AMPCO-PITTSBURGH CORP COM 032037103 1191 50800 SH SOLE 50800 0 0 ANDERSONS INC COM 034164103 1214 40550 SH SOLE 40550 0 0 ANIKA THERAPEUTICS INC COM 035255108 874 184100 SH SOLE 184100 0 0 ANNTAYLOR STORES CORP COM 036115103 4934 618250 SH SOLE 618250 0 0 ANSYS INC COM 03662q105 415 13320 SH SOLE 13320 0 0 ANWORTH MORTGAGE ASSET CP COM 037347101 1809 250900 SH SOLE 250900 0 0 APPLIED SIGNAL TECHNOLOGY IN COM 038237103 1205 47250 SH SOLE 47250 0 0 ARGON ST INC COM 040149106 2325 113050 SH SOLE 113050 0 0 ARIBA INC COM NEW 04033v203 2719 276300 SH SOLE 276300 0 0 ARRAY BIOPHARMA INC COM 04269x105 466 148500 SH SOLE 148500 0 0 ART TECHNOLOGY GROUP INC COM 04289L107 1307 343850 SH SOLE 343850 0 0 ATHENAHEALTH INC COM 04685W103 5104 137900 SH SOLE 137900 0 0 AZZ INC COM 002474104 1093 31750 SH SOLE 31750 0 0 BANKRATE INC COM 06646V108 1750 69350 SH SOLE 69350 0 0 BECKMAN COULTER INC COM 075811109 498 8720 SH SOLE 8720 0 0 BERKLEY W R CORP COM 084423102 288 13430 SH SOLE 13430 0 0 BIODEL INC COM 09064M105 1221 236650 SH SOLE 236650 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 4902 314000 SH SOLE 314000 0 0 BLACKBOARD INC COM 091935502 4711 163250 SH SOLE 163250 0 0 BON-TON STORES INC COM 09776j101 485 143100 SH SOLE 143100 0 0 BORGWARNER INC COM 099724106 234 6840 SH SOLE 6840 0 0 BOTTOMLINE TECH DEL INC COM 101388106 1593 176750 SH SOLE 176750 0 0 BRUSH ENGINEERED MATLS INC COM 117421107 1784 106500 SH SOLE 106500 0 0 CABOT OIL & GAS CORP COM 127097103 254 8290 SH SOLE 8290 0 0 CARTER INC COM 146229109 5018 203900 SH SOLE 203900 0 0 CASTLE A M & CO COM 148411101 5686 470700 SH SOLE 470700 0 0 CATALYST HEALTH SOLUTIONS IN COM 14888B103 4973 199400 SH SOLE 199400 0 0 CEC ENTMT INC COM 125137109 2674 90700 SH SOLE 90700 0 0 CENTRAL GARDEN & PET CO COM 153527106 4601 419400 SH SOLE 419400 0 0 CENTURY CASINOS INC COM 156492100 626 209900 SH SOLE 209900 0 0 CEVA INC COM 157210105 536 61700 SH SOLE 61700 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 545 23240 SH SOLE 23240 0 0 CHEESECAKE FACTORY INC COM 163072101 5023 290350 SH SOLE 290350 0 0 CHINA MED TECHNOLOGIES INC SPONSORED ADR 169483104 4032 202500 SH SOLE 202500 0 0 CHINA TRANSINFO TECHNLGY COR COM 169453107 86 18300 SH SOLE 18300 0 0 CIRCOR INTL INC COM 17273K109 1248 52850 SH SOLE 52850 0 0 CLEAN HARBORS INC COM 184496107 3849 71300 SH SOLE 71300 0 0 COGENT INC COM 19239Y108 11291 1052250 SH SOLE 1052250 0 0 COLDWATER CREEK INC COM 193068103 883 144800 SH SOLE 144800 0 0 COLLECTIVE BRANDS INC COM 19421W100 5825 399800 SH SOLE 399800 0 0 COMMVAULT SYSTEMS INC COM 204166102 4459 268750 SH SOLE 268750 0 0 COMPUTER PROGRAMS & SYS INC COM 205306103 885 23100 SH SOLE 23100 0 0 COMPUWARE CORP COM 205638109 5810 846900 SH SOLE 846900 0 0 CON-WAY INC COM 205944101 357 10100 SH SOLE 10100 0 0 CONCUR TECHNOLOGIES INC COM 206708109 4084 131400 SH SOLE 131400 0 0 CONSTANT CONTACT INC COM 210313102 1448 73000 SH SOLE 73000 0 0 CROSS A T CO CL A 227478104 499 124650 SH SOLE 124650 0 0 CRYOLIFE INC COM 228903100 1857 335200 SH SOLE 335200 0 0 CUBIC CORP COM 229669106 6702 187250 SH SOLE 187250 0 0 CUTERA INC COM 232109108 1059 122800 SH SOLE 122800 0 0 CYBERONICS INC COM 23251P102 5153 309850 SH SOLE 309850 0 0 CYBERSOURCE CORP COM 23251j106 5682 371400 SH SOLE 371400 0 0 CYNOSURE INC CL A 232577205 1197 156500 SH SOLE 156500 0 0 CYPRESS BIOSCIENCES INC COM PAR $.02 232674507 1730 183700 SH SOLE 183700 0 0 CYPRESS SEMICONDUCTOR CORP COM 232806109 4083 443800 SH SOLE 443800 0 0 DEL MONTE FOODS CO COM 24522P103 4948 527550 SH SOLE 527550 0 0 DEMANDTEC INC COM NEW 24802R506 1368 155400 SH SOLE 155400 0 0 DENTSPLY INTL INC NEW COM 249030107 463 15150 SH SOLE 15150 0 0 DG FASTCHANNEL INC COM 23326R109 1568 85700 SH SOLE 85700 0 0 DIGITAL RIV INC COM 25388B104 4562 125600 SH SOLE 125600 0 0 DIODES INC COM 254543101 3947 252350 SH SOLE 252350 0 0 DIVX INC COM 255413106 1136 206903 SH SOLE 206903 0 0 DRESSER-RAND GROUP INC COM 261608103 496 19020 SH SOLE 19020 0 0 DUFF & PHELPS CORP NEW CL A 26433B107 8836 496950 SH SOLE 496950 0 0 EAGLE BULK SHIPPING INC COM Y2187A101 2461 522500 SH SOLE 522500 0 0 EASTERN INS HLDGS INC COM 276534104 1688 179400 SH SOLE 179400 0 0 EDWARDS LIFESCIENCES CORP COM 28176e108 267 3930 SH SOLE 3930 0 0 ELECTRONIC ARTS INC COM 285512109 425 19570 SH SOLE 19570 0 0 ENERGYSOLUTIONS INC COM 292756202 3574 388500 SH SOLE 388500 0 0 ENERSYS COM 29275Y102 9894 543900 SH SOLE 543900 0 0 EPIQ SYS INC COM 26882d109 1853 120450 SH SOLE 120450 0 0 EQUINIX INC COM NEW 29444u502 407 5600 SH SOLE 5600 0 0 EURAND N V SHS N31010106 4721 363150 SH SOLE 363150 0 0 F M C CORP COM NEW 302491303 379 8020 SH SOLE 8020 0 0 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 5370 768200 SH SOLE 768200 0 0 FALCONSTOR SOFTWARE INC COM 306137100 1793 377400 SH SOLE 377400 0 0 FGX INTERNATIONAL HLDGS LTD ORD SHS G3396L102 1466 128850 SH SOLE 128850 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 533 39420 SH SOLE 39420 0 0 GASTAR EXPL LTD COM 367299104 621 1552154 SH SOLE 1552154 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T107 4024 185250 SH SOLE 185250 0 0 GENOMIC HEALTH INC COM 37244C101 2428 140100 SH SOLE 140100 0 0 GENTIVA HEALTH SERVICES INC COM 37247A102 3578 217350 SH SOLE 217350 0 0 GENWORTH FINL INC COM CL A 37247D106 287 41000 SH SOLE 41000 0 0 GEOEYE INC COM 37250W108 9278 393800 SH SOLE 393800 0 0 GEOKINETICS INC COM PAR $0.01 372910307 2351 172200 SH SOLE 172200 0 0 GLOBAL PMTS INC COM 37940x102 405 10800 SH SOLE 10800 0 0 GLOBECOMM SYSTEMS INC COM 37956x103 1672 232550 SH SOLE 232550 0 0 GOODRICH CORP COM 382388106 524 10490 SH SOLE 10490 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 191 16950 SH SOLE 16950 0 0 GRAFTECH INTL LTD COM 384313102 4713 416750 SH SOLE 416750 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 1747 365450 SH SOLE 365450 0 0 GREIF INC CL A 397624107 4353 98450 SH SOLE 98450 0 0 GUESS INC COM 401617105 448 17380 SH SOLE 17380 0 0 GYMBOREE CORP COM 403777105 7621 214800 SH SOLE 214800 0 0 HAEMONETICS CORP COM 405024100 5392 94600 SH SOLE 94600 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 1255 179800 SH SOLE 179800 0 0 HEALTHCARE SVCS GRP INC COM 421906108 4442 248450 SH SOLE 248450 0 0 HEICO CORP NEW COM 422806109 7442 205250 SH SOLE 205250 0 0 HEIDRICK & STRUGGLES INTL IN COM 422819102 1478 81000 SH SOLE 81000 0 0 ICU MED INC COM 44930G107 599 14550 SH SOLE 14550 0 0 IDEX CORP COM 45167r104 551 22420 SH SOLE 22420 0 0 ILLUMINA INC COM 452327109 484 12430 SH SOLE 12430 0 0 INSPIRE PHARMACEUTICALS INC COM 457733103 1580 284150 SH SOLE 284150 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 3570 134650 SH SOLE 134650 0 0 INTERDIGITAL INC COM 45867G101 4303 176050 SH SOLE 176050 0 0 INTERFACE INC CL A 458665106 1242 199750 SH SOLE 199750 0 0 INTERNET BRANDS INC COM CLASS A 460608102 1235 176400 SH SOLE 176400 0 0 INTERSIL CORP CL A 46069s109 2863 227750 SH SOLE 227750 0 0 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 4897 240150 SH SOLE 240150 0 0 ITC HLDGS CORP COM 465685105 577 12730 SH SOLE 12730 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 287 2850 SH SOLE 2850 0 0 J2 GLOBAL COMMUNICATIONS INC COM NEW 46626E205 6611 293050 SH SOLE 293050 0 0 JDA SOFTWARE GROUP INC COM 46612K108 1369 91500 SH SOLE 91500 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 1208 96500 SH SOLE 96500 0 0 KAYDON CORP COM 486587108 5327 163600 SH SOLE 163600 0 0 KBW INC COM 482423100 6378 221750 SH SOLE 221750 0 0 KNOT INC COM 499184109 1548 196500 SH SOLE 196500 0 0 LAWSON SOFTWARE INC NEW COM 52078P102 4671 832650 SH SOLE 832650 0 0 LAZARD LTD SHS A G54050102 418 15540 SH SOLE 15540 0 0 LINCOLN EDL SVCS CORP COM 533535100 978 46750 SH SOLE 46750 0 0 LIVEPERSON INC COM 538146101 1542 385600 SH SOLE 385600 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 310 19750 SH SOLE 19750 0 0 MEDIVATION INC COM 58501N101 5316 237200 SH SOLE 237200 0 0 MERCADOLIBRE INC COM 58733R102 6798 252900 SH SOLE 252900 0 0 MERIDIAN BIOSCIENCE INC COM 589584101 4432 196300 SH SOLE 196300 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 383 16990 SH SOLE 16990 0 0 MICROS SYS INC COM 594901100 5522 218100 SH SOLE 218100 0 0 MICRUS ENDOVASCULAR CORP COM 59518V102 1146 126750 SH SOLE 126750 0 0 MIDDLEBY CORP COM 596278101 4027 91700 SH SOLE 91700 0 0 MONARCH CASINO & RESORT INC COM 609027107 1224 167700 SH SOLE 167700 0 0 MWI VETERINARY SUPPLY INC COM 55402X105 1729 49600 SH SOLE 49600 0 0 MYERS INDS INC COM 628464109 1140 137050 SH SOLE 137050 0 0 MYRIAD GENETICS INC COM 62855J104 295 8280 SH SOLE 8280 0 0 NATUS MEDICAL INC DEL COM 639050103 1503 130200 SH SOLE 130200 0 0 NCI INC CL A 62886k104 1285 42250 SH SOLE 42250 0 0 NETSCOUT SYS INC COM 64115T104 1271 135550 SH SOLE 135550 0 0 NIC INC COM 62914b100 1550 228950 SH SOLE 228950 0 0 NORDSON CORP COM 655663102 3754 96700 SH SOLE 96700 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 199 16440 SH SOLE 16440 0 0 NUVASIVE INC COM 670704105 4745 106400 SH SOLE 106400 0 0 OLD DOMINION FGHT LINES INC COM 679580100 3355 99950 SH SOLE 99950 0 0 OLYMPIC STEEL INC COM 68162k106 600 24500 SH SOLE 24500 0 0 ON SEMICONDUCTOR CORP COM 682189105 455 66370 SH SOLE 66370 0 0 OPTIMER PHARMACEUTICALS INC COM 68401H104 872 58250 SH SOLE 58250 0 0 ORION MARINE GROUP INC COM 68628V308 1578 83050 SH SOLE 83050 0 0 ORTHOFIX INTL N V COM n6748l102 1436 57400 SH SOLE 57400 0 0 OSI SYSTEMS INC COM 671044105 1447 69400 SH SOLE 69400 0 0 OSIRIS THERAPEUTICS INC COM 68827R108 1189 88700 SH SOLE 88700 0 0 OXFORD INDS INC COM 691497309 828 71050 SH SOLE 71050 0 0 OYO GEOSPACE CORP COM 671074102 1667 64950 SH SOLE 64950 0 0 PARAMETRIC TECHNOLOGY CORP COM NEW 699173209 437 37350 SH SOLE 37350 0 0 PATRIOT COAL CORP COM 70336T104 2319 363500 SH SOLE 363500 0 0 PENN NATL GAMING INC COM 707569109 341 11710 SH SOLE 11710 0 0 PENNANTPARK INVT CORP COM 708062104 1748 246250 SH SOLE 246250 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 5617 337550 SH SOLE 337550 0 0 PERCEPTRON INC COM 71361F100 596 173200 SH SOLE 173200 0 0 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 7349 256950 SH SOLE 256950 0 0 PHI INC COM NON VTG 69336T205 1921 112100 SH SOLE 112100 0 0 QIAGEN N V ORD N72482107 479 25760 SH SOLE 25760 0 0 QUADRAMED CORP COM NEW 74730W507 627 90000 SH SOLE 90000 0 0 QUALITY SYS INC COM 747582104 233 4090 SH SOLE 4090 0 0 QUEST SOFTWARE INC COM 74834T103 4373 313700 SH SOLE 313700 0 0 RED HAT INC COM 756577102 560 27820 SH SOLE 27820 0 0 REGAL BELOIT CORP COM 758750103 4544 114400 SH SOLE 114400 0 0 RESMED INC COM 761152107 451 11080 SH SOLE 11080 0 0 RIGHTNOW TECHNOLOGIES INC COM 76657r106 1084 91900 SH SOLE 91900 0 0 ROCK-TENN CO CL A 772739207 5764 151050 SH SOLE 151050 0 0 RRSAT GLOBAL COMM NTWRK LTD SHS M8183P102 1209 98750 SH SOLE 98750 0 0 RTI BIOLOGICS INC COM 74975N105 1643 383050 SH SOLE 383050 0 0 RTI INTL METALS INC COM 74973w107 5482 310250 SH SOLE 310250 0 0 RUBY TUESDAY INC COM 781182100 633 95000 SH SOLE 95000 0 0 S1 CORPORATION COM 78463B101 1680 242800 SH SOLE 242800 0 0 SALESFORCE COM INC COM 79466L302 203 5330 SH SOLE 5330 0 0 SBA COMMUNICATIONS CORP COM 78388J106 335 13670 SH SOLE 13670 0 0 SEABRIGHT INSURANCE HLDGS IN COM 811656107 2102 207500 SH SOLE 207500 0 0 SEATTLE GENETICS INC COM 812578102 5950 612150 SH SOLE 612150 0 0 SEMTECH CORP COM 816850101 5238 329200 SH SOLE 329200 0 0 SHUTTERFLY INC COM 82568P304 5876 421200 SH SOLE 421200 0 0 SKILLSOFT PLC SPONSORED ADR 830928107 3113 399050 SH SOLE 399050 0 0 SMART BALANCE INC COM 83169Y108 1215 178400 SH SOLE 178400 0 0 SOMANETICS CORP COM NEW 834445405 1568 95000 SH SOLE 95000 0 0 SONOSITE INC COM 83568g104 4962 247750 SH SOLE 247750 0 0 SOURCEFIRE INC COM 83616T108 466 37650 SH SOLE 37650 0 0 STANLEY INC COM 854532108 3535 107500 SH SOLE 107500 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 217 9760 SH SOLE 9760 0 0 STEWART INFORMATION SVCS COR COM 860372101 1624 114000 SH SOLE 114000 0 0 SUNPOWER CORP COM CL A 867652109 289 10850 SH SOLE 10850 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 371 21510 SH SOLE 21510 0 0 SWITCH & DATA FACILITIES COM COM 871043105 1586 135200 SH SOLE 135200 0 0 SYBASE INC COM 871130100 414 13210 SH SOLE 13210 0 0 SYNERON MEDICAL LTD ORD SHS m87245102 759 105100 SH SOLE 105100 0 0 SYNOVIS LIFE TECHNOLOGIES IN COM 87162g105 784 37750 SH SOLE 37750 0 0 TESCO CORP COM 88157K101 4157 523500 SH SOLE 523500 0 0 TEXAS ROADHOUSE INC CL A 882681109 3354 307450 SH SOLE 307450 0 0 TFS FINL CORP COM 87240R107 467 43980 SH SOLE 43980 0 0 TITANIUM METALS CORP COM NEW 888339207 300 32620 SH SOLE 32620 0 0 TNS INC COM 872960109 1793 95650 SH SOLE 95650 0 0 TRIQUINT SEMICONDUCTOR INC COM 89674K103 4002 753650 SH SOLE 753650 0 0 TRIUMPH GROUP INC NEW COM 896818101 3542 88550 SH SOLE 88550 0 0 TUTOR PERINI CORP COM 901109108 6156 354600 SH SOLE 354600 0 0 TYLER TECHNOLOGIES INC COM 902252105 608 38900 SH SOLE 38900 0 0 U S PHYSICAL THERAPY INC COM 90337L108 1495 101350 SH SOLE 101350 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 6346 76150 SH SOLE 76150 0 0 URBAN OUTFITTERS INC COM 917047102 317 15180 SH SOLE 15180 0 0 VALUECLICK INC COM 92046n102 6168 586300 SH SOLE 586300 0 0 VARIAN SEMICONDUCTOR EQUIPMN COM 922207105 507 21130 SH SOLE 21130 0 0 VOLCANO CORPORATION COM 928645100 4048 289550 SH SOLE 289550 0 0 WABTEC CORP COM 929740108 2866 89100 SH SOLE 89100 0 0 WALTER ENERGY INC COM 93317Q105 540 14910 SH SOLE 14910 0 0 WARNACO GROUP INC COM NEW 934390402 518 16000 SH SOLE 16000 0 0 WEBMD HEALTH CORP CL A 94770V102 380 12700 SH SOLE 12700 0 0 WEBSENSE INC COM 947684106 5165 289500 SH SOLE 289500 0 0 WESTPORT INNOVATIONS INC COM NEW 960908309 945 116800 SH SOLE 116800 0 0 WET SEAL INC CL A 961840105 971 316350 SH SOLE 316350 0 0 WILLBROS GROUP INC DEL COM 969203108 6351 507700 SH SOLE 507700 0 0 WRIGHT MED GROUP INC COM 98235T107 4300 264450 SH SOLE 264450 0 0
-----END PRIVACY-ENHANCED MESSAGE-----