0000828405-12-000011.txt : 20120814 0000828405-12-000011.hdr.sgml : 20120814 20120814091030 ACCESSION NUMBER: 0000828405-12-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120814 DATE AS OF CHANGE: 20120814 EFFECTIVENESS DATE: 20120814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALL STREET ASSOCIATES CENTRAL INDEX KEY: 0000828405 IRS NUMBER: 330238287 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02192 FILM NUMBER: 121029751 BUSINESS ADDRESS: STREET 1: 1200 PROSPECT ST STE 100 STREET 2: P O BOX 8589 CITY: LAJOLLA STATE: CA ZIP: 92038-8589 BUSINESS PHONE: 8585516321 MAIL ADDRESS: STREET 1: 1200 PROSPECT STREET STREET 2: SUITE 100 CITY: LA JOLLA STATE: CA ZIP: 92037-3608 13F-HR 1 inftable.txt 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADA-ES (ADES) COM 005208103 3658 144200 SH SOLE 96000 48200 AFC Enterprises (AFCE) COM 00104Q107 2737 118300 SH SOLE 92400 25900 ANN,Inc. (ANN) COM 035623107 2800 109840 SH SOLE 88740 21100 AVEO Pharmaceuticals,Inc (AVEO COM 053588109 2274 187040 SH SOLE 151240 35800 Abiomed Inc (ABMD) COM 003654100 7398 324200 SH SOLE 120800 203400 Achillion Pharmaceuticals Inc COM 00448Q201 8373 1350450 SH SOLE 681550 668900 Acquity Group Ltd. ADR (AQ) COM 00489C103 1271 129000 SH SOLE 45600 83400 Adtran Inc(ADTN) COM 00738A106 2925 96900 SH SOLE 52800 44100 Advisory Board Co Inc (ABCO) COM 00762W107 6303 127100 SH SOLE 75700 51400 Aeropostale Inc (ARO) COM 007865108 250 14000 SH SOLE 14000 Affymetrix (AFFX) COM 00826T108 2731 582400 SH SOLE 582400 Agilent Technologies (A) COM 00846U101 5329 135800 SH SOLE 36900 98900 Akorn Inc (AKRX) COM 009728106 5073 321660 SH SOLE 259160 62500 Alott Communications Ltd (ALLT COM M0854Q105 10327 370690 SH SOLE 184290 186400 Amarin Corp. (AMRN) COM 023111206 5230 361700 SH SOLE 129300 232400 Amazon.com Inc. (AMZN) COM 023135106 467 2046 SH SOLE 2046 America's Car Mart Inc (CRMT) COM 03062T105 4254 109500 SH SOLE 35300 74200 American Eagle Outfitter(AEO) COM 02553E106 5578 282700 SH SOLE 101000 181700 American Vanguard (AVD) COM 030371108 7802 293400 SH SOLE 99000 194400 Ametek Inc (AME) COM 031100100 2935 58800 SH SOLE 15900 42900 Andover Mng Corporation (AOVTF COM 034311100 35 144300 SH SOLE 144300 Apple Inc. (AAPL) COM 037833100 1536 2630 SH SOLE 2630 Arctic Cat (ACAT) COM 039670104 6621 181100 SH SOLE 61100 120000 Arkansas Best Corp (ABFS) COM 040790107 2724 216170 SH SOLE 174770 41400 Arqule (ARQL) COM 04269E107 1891 318900 SH SOLE 105600 213300 Asml Hldg. (ASML) COM N07059186 2556 49700 SH SOLE 13500 36200 Aspen Tech Inc(AZPN) COM 045327103 4554 196700 SH SOLE 153300 43400 Autodesk (ADSK) COM 052769106 2208 63100 SH SOLE 22700 40400 Autozone (AZO) COM 053332102 4464 12158 SH SOLE 3358 8800 Avago Technologies (AVGO) COM Y0486S104 2774 77270 SH SOLE 35370 41900 BCD Semiconductor (BCDS) COM 055347207 1628 377700 SH SOLE 128300 249400 Basic Energy Services Inc(BAS) COM 06985P100 5265 510200 SH SOLE 227700 282500 Bazaar Voice (BV) COM 073271108 593 32600 SH SOLE 21700 10900 Bebe Stores Inc (BEBE) COM 075571109 6098 1038798 SH SOLE 536348 502450 BioMarin Pharmaceutical (BMRN) COM 09061G101 3016 76200 SH SOLE 20800 55400 Black Diamond (BDE) COM 09202G101 3864 408900 SH SOLE 138200 270700 Boingo Wireless (WIFI) COM 09739C102 5216 448900 SH SOLE 151200 297700 Borgwarner Inc. (BWA) COM 099724106 318 4855 SH SOLE 4855 Bravo Brio Restaurants(BBRG) COM 10567B109 3643 204300 SH SOLE 71100 133200 BrightCove (BCOV) COM 10921T101 5126 334800 SH SOLE 109700 225100 Broadcom Corp (BRCM) COM 111320107 493 14600 SH SOLE 14600 Brown and Brown Inc (BRO) COM 115236101 4002 146745 SH SOLE 52845 93900 Buffalo Wild Wings (BWLD) COM 119848109 3777 43600 SH SOLE 35200 8400 CPI Aerostructures(CVU) COM 125919308 1418 128900 SH SOLE 128900 CT Partners Exec. Search (CTP) COM 22945C105 1054 195200 SH SOLE 195200 CVD Equipment (CVV) COM 126601103 3867 300700 SH SOLE 108000 192700 Callidus Software, Inc. (CALD) COM 13123E500 8681 1743150 SH SOLE 774350 968800 Callon Petroleum (CPE) COM 13123X102 5207 1222300 SH SOLE 413600 808700 Cameron International Corp. (C COM 13342B105 4070 95290 SH SOLE 33690 61600 Caribou Coffee (CBOU) COM 142042209 6798 526560 SH SOLE 262060 264500 Caseys General Store (CASY) COM 147528103 3245 55012 SH SOLE 19812 35200 Catamaran Corp (CTRX) COM 148887102 2708 27300 SH SOLE 7500 19800 Celadon Group (CGI) COM 150838100 9050 552500 SH SOLE 187300 365200 Centene Corp (CNC) COM 15135B101 2178 72200 SH SOLE 26000 46200 Cerner Corp (CERN) COM 156782104 3439 41609 SH SOLE 15209 26400 Chart Industries (GTLS) COM 16115Q308 3101 45100 SH SOLE 12300 32800 Cheesecake Factory (CAKE) COM 163072101 6047 189200 SH SOLE 103600 85600 Chef Warehouse (CHEF) COM 163086101 4973 275518 SH SOLE 93600 181918 Chevron Corp (CVX) COM 166764100 738 7000 SH SOLE 7000 Chicago Bridge & Iron Co. (CBI COM 167250109 683 18000 SH SOLE 18000 Chipotle Mexican Grill (CMG) COM 169656105 4629 12182 SH SOLE 5282 6900 Ciena Corp (CIEN) COM 171779309 4225 258100 SH SOLE 132300 125800 Cigna (CI) COM 125509109 220 5000 SH SOLE 5000 Citrix Systems (CTXS) COM 177376100 2300 27400 SH SOLE 7500 19900 Clovis Oncology(CLVS) COM 189464100 7868 362900 SH SOLE 122600 240300 Coach Inc (COH) COM 189754104 3847 65780 SH SOLE 30980 34800 Coinstar Inc (CSTR) COM 19259P300 8171 119010 SH SOLE 66810 52200 Coldwater Creek (CWTR) COM 193068103 27 50000 SH SOLE 50000 Commercial Vehicle Group (CVGI COM 202608105 3064 355400 SH SOLE 118100 237300 Commvault Inc(CVLT) COM 204166102 8288 167200 SH SOLE 95900 71300 Con-way(CNW) COM 205944101 2600 72000 SH SOLE 19700 52300 Concur Technologies Inc(CNQR) COM 206708109 7403 108710 SH SOLE 62210 46500 Costco Wholesale Corp (COST) COM 22160K105 922 9704 SH SOLE 9704 Cutera Inc (CUTR) COM 232109108 345 47990 SH SOLE 47990 DSW Inc (DSW) COM 23334L102 3259 59900 SH SOLE 21500 38400 DXP Enterprises(DXPE) COM 233377407 13629 328500 SH SOLE 111600 216900 DYCOM INDS INC COM (DY) COM 267475101 2105 113100 SH SOLE 87800 25300 Datalink (DTLK) COM 237934104 2843 297700 SH SOLE 100900 196800 Dice Holdings, (DHX) COM 253017107 3106 330800 SH SOLE 267600 63200 Dunkin' Brands (DNKN) COM 265504100 3569 103922 SH SOLE 44322 59600 Edwards Group (EVAC) COM 281736108 1400 175000 SH SOLE 175000 Ellie Mae (ELLI) COM 28849P100 1800 100000 SH SOLE 33900 66100 Energy XXI Lmtd. (EXXI) COM G10082140 2663 85100 SH SOLE 22800 62300 Envestnet, Inc. (ENV) COM 29404K106 4975 414600 SH SOLE 140900 273700 Exa Corp (EXA) COM 300614500 2652 250000 SH SOLE 84600 165400 ExlService Holdings (EXLS) COM 302081104 1966 79800 SH SOLE 62100 17700 Express Inc (EXPR) COM 30219E103 4784 263300 SH SOLE 140900 122400 F5 Networks (FFIV) COM 315616102 1837 18450 SH SOLE 6550 11900 Fabrinet (FN) COM G3323L100 4244 338200 SH SOLE 162400 175800 Faro Technologies (FARO) COM 311642102 6632 157600 SH SOLE 60500 97100 Fastenal Co. (FAST) COM 311900104 2209 54800 SH SOLE 14900 39900 Fluidigm Corp. (FLDM) COM 34385P108 2095 139270 SH SOLE 112170 27100 Fortinet Inc (FTNT) COM 34959E109 7087 305220 SH SOLE 174820 130400 Francesca's Hldgs Corp (FRAN) COM 351793104 9297 344200 SH SOLE 167500 176700 Fusion-IO(FIO) COM 36112J107 2047 98000 SH SOLE 35600 62400 GBS Enterprises (GBSX) COM 36150G106 22 65312 SH SOLE 65312 GNC Holdings Inc (GNC) COM 36191G107 4460 113769 SH SOLE 48269 65500 Genesco Inc(GCO) COM 371532102 2742 45580 SH SOLE 36780 8800 Gentex Corporation (GNTX) COM 371901109 2454 117600 SH SOLE 32100 85500 Gentherm Inc (THRM) COM 03070L300 6337 551500 SH SOLE 234900 316600 Goldcorp Inc., (GG) COM 380956409 320 8520 SH SOLE 8520 Goldcorp Mining(GGA or GGAZF) COM 38141A107 11 25600 SH SOLE 25600 Gordman Stores (GMAN) COM 38269P100 9182 556500 SH SOLE 268800 287700 Greenway Medical Tech. (GWAY) COM 39679B103 3146 192900 SH SOLE 65600 127300 Guidewire Software (GWRE) COM 40171V100 2356 83800 SH SOLE 64400 19400 Haynes International (HAYN) COM 420877201 2109 41400 SH SOLE 32300 9100 Healthnet Inc (HNT) COM 42222G108 2434 100300 SH SOLE 77600 22700 Healthstream Inc (HSTM) COM 42222N103 13502 519300 SH SOLE 244000 275300 Hunt (JB) Transport Srvcs Inc COM 445658107 15233 255582 SH SOLE 146082 109500 Huron Consulting (HURN) COM 447462102 2883 91100 SH SOLE 70500 20600 ICG Group (ICGE) COM 44928D108 3912 422900 SH SOLE 143600 279300 IMAX Corp (IMAX) COM 45245E109 3106 129241 SH SOLE 106841 22400 Illumina (ILMN) COM 452327109 3997 98970 SH SOLE 35270 63700 Imperva Inc. (IMPV) COM 45321L100 3479 120700 SH SOLE 40800 79900 Infoblox (BLOX) COM 45672H104 4458 194400 SH SOLE 65600 128800 Innerworking Inc (INWK) COM 45773Y105 14162 1046700 SH SOLE 518500 528200 Interxion Holdings (INXN) COM N47279109 3526 194700 SH SOLE 65000 129700 Intevac (IVAC) COM 461148108 706 93900 SH SOLE 93900 Intuit (INTU) COM 461202103 1555 26197 SH SOLE 9697 16500 IrvineSensors Corp(ISC8/ISCI(t COM 3 36384 SH SOLE 36384 Ishares Russell 2000 Growth In COM 464287648 768 8400 SH SOLE 8400 Ixia (XXIA) COM 45071R109 4242 352900 SH SOLE 120400 232500 KLA-Tencor (KLAC) COM 482480100 2787 56590 SH SOLE 27190 29400 Kansas City Southern (KSU) COM 485170302 3376 48536 SH SOLE 21036 27500 Kenexa Corp (KNXA) COM 488879107 10248 353000 SH SOLE 176800 176200 Kirklands(KIRK) COM 497498105 3967 352600 SH SOLE 120100 232500 Kodiak Oil & Gas (KOG) COM 50015Q100 2604 317200 SH SOLE 85900 231300 Lam Research (LRCX) COM 512807108 3181 84300 SH SOLE 38900 45400 Las Vegas Sands Corp(LVS) COM 517834107 522 12000 SH SOLE 12000 Limited Brands (LTD) COM 532716107 3407 80100 SH SOLE 21600 58500 LinkedIn (LNKD) COM 53578A108 3019 28408 SH SOLE 7708 20700 Liquidity Services (LQDT) COM 53635B107 6485 126700 SH SOLE 42800 83900 Lufkin Industries(LUFK) COM 549764108 2359 43420 SH SOLE 18120 25300 Lululemon Athletica Inc(LULU) COM 550021109 4619 77460 SH SOLE 54260 23200 M/A Com Technology(MTSI) COM 55405Y100 1658 89600 SH SOLE 69700 19900 M/I Schottenstein Homes (MHO) COM 55305B101 6793 392200 SH SOLE 132500 259700 MGM Resorts Intl (MGM) COM 552953101 2942 263590 SH SOLE 94690 168900 MagnaChip Semiconductor (MX) COM 55933J203 2430 255000 SH SOLE 86300 168700 Martin Transport (MRTN) COM 573075108 6967 327700 SH SOLE 112100 215600 Mead Johnson Nutrition (MJN) COM 582839106 2391 29700 SH SOLE 8100 21600 Medivation (MDVN) COM 58501N101 2724 29800 SH SOLE 8100 21700 Mellanox Technology Ltd(MLNX) COM M51363113 7078 99940 SH SOLE 64840 35100 Mettler-Toledo International ( COM 592688105 3218 20650 SH SOLE 7050 13600 Michael Kors (KORS) COM G60754101 3749 89612 SH SOLE 41112 48500 Micros Systems Inc (MCRS) COM 594901100 6742 131670 SH SOLE 74970 56700 Middleby(MIDD) COM 596278101 3503 35163 SH SOLE 9663 25500 Mistras Group Inc (MG) COM 60649T107 5369 204300 SH SOLE 142100 62200 Molina Healthcare(MOH) COM 60855R100 4430 188849 SH SOLE 65050 123799 Monro Muffler Inc (MNRO) COM 610236101 2287 68800 SH SOLE 53400 15400 Movado Group (MOV) COM 624580106 7463 298300 SH SOLE 100700 197600 Multimedia Games (MGAM) COM 625453105 7300 521400 SH SOLE 176000 345400 NQ Mobile (NQ) COM 64118U108 2378 290300 SH SOLE 94700 195600 Nanometrics Inc (NANO) COM 630077105 4590 298800 SH SOLE 101400 197400 National Oil Well Varco, Inc. COM 637071101 638 9900 SH SOLE 9900 NetApp Inc. (NTAP) COM 64110D104 229 7200 SH SOLE 7200 NetSPend Hldgs. (NTSP) COM 64118V106 4782 520400 SH SOLE 176500 343900 Netgear(NTGR) COM 64111Q104 2737 79300 SH SOLE 63900 15400 NewLink Genetics Corp (NLNK) COM 651511107 4494 300000 SH SOLE 102200 197800 Nielsen Holdings (NLSN) COM N63218106 1835 70000 SH SOLE 19000 51000 Nordstrom Inc. (JWN) COM 655664100 3220 64800 SH SOLE 17700 47100 Nova Measuring Instruments (NV COM M7516K103 4369 501000 SH SOLE 172800 328200 Novadaq Technologies (NVDQ) COM 66987G102 2040 300000 SH SOLE 300000 NuPathe Inc (PATH) COM 67059M100 1621 402300 SH SOLE 143600 258700 Nuance Communications (NUAN) COM 67020y100 1510 63400 SH SOLE 22800 40600 OBAGI Medical Products (OMPI) COM 67423R108 8792 575800 SH SOLE 191600 384200 OCZ Technology Group, Inc. (OC COM 67086E303 8211 1552140 SH SOLE 770140 782000 ON Semiconductor Corp (ONNN) COM 682189105 248 35000 SH SOLE 35000 Occidental Petroleum Corp (OXY COM 674599105 1029 12000 SH SOLE 12000 Old Dominion Freight Inc (ODFL COM 679580100 9296 214739 SH SOLE 107739 107000 Omeros(OMER) COM 682143102 2950 295000 SH SOLE 195200 99800 On Assignment (ASGN) COM 682159108 9332 584700 SH SOLE 198300 386400 PDC Energy Inc (PDCE) COM 69327R101 1643 67000 SH SOLE 52200 14800 Pacer Int'l Inc (PACR) COM 69373H106 5078 940300 SH SOLE 319800 620500 Pacira Pharm. Inc(PCRX) COM 695127100 14794 922300 SH SOLE 454300 468000 Panera Bread Co. (PNRA) COM 69840W108 2649 19000 SH SOLE 5200 13800 Parker Drilling Co(PKD) COM 701081101 2051 454700 SH SOLE 354500 100200 Patterson UTI Energy Inc (PTEN COM 703481101 347 23800 SH SOLE 23800 Peets Coffee (PEET) COM 705560100 3206 53400 SH SOLE 44400 9000 Perkin Elmer Inc (PKI) COM 714046109 4640 179849 SH SOLE 93749 86100 Perrigo (PRGO) COM 714290103 1392 11804 SH SOLE 3304 8500 Pinnacle Ent. Inc(PNK) COM 723456109 2637 274140 SH SOLE 221340 52800 Pioneer Energy Services Corp.( COM 723664108 8156 1023350 SH SOLE 504650 518700 Points Int'l (PCOM) COM 730843208 3578 298900 SH SOLE 298900 Polaris Industries (PII) COM 731068102 2952 41300 SH SOLE 14800 26500 Precision Castparts (PCP) COM 740189105 684 4160 SH SOLE 4160 Procera Inc(PKT) COM 74269U203 20357 837386 SH SOLE 398586 438800 ProofPoint (PFPT) COM 743424103 2712 160000 SH SOLE 52500 107500 Pros Holdings (PRO) COM 74346Y103 1487 88400 SH SOLE 69200 19200 Qlik Technologies Inc(QLIK) COM 74733T105 4465 201850 SH SOLE 109050 92800 Qualcomm (QCOM) COM 747525103 845 15175 SH SOLE 15175 Quality Distribution (QLTY) COM 74756M102 2430 219300 SH SOLE 219300 Questcor Pharmaceuticals Inc ( COM 74835Y101 14023 263390 SH SOLE 166790 96600 Quidel (QDEL) COM 74838J101 9852 628300 SH SOLE 212600 415700 RDA Microelectronics (RDA) COM 749394102 3602 358800 SH SOLE 119000 239800 RackSpace Hosting Inc. (RAX) COM 750086100 3665 83400 SH SOLE 42500 40900 Radiant Logistics Inc (RLGT) COM 75025X100 22 12800 SH SOLE 12800 RailAmerica (RA) COM 750753402 15918 657761 SH SOLE 319461 338300 Ralph Lauren Corporation(RL) COM 751212101 3782 27000 SH SOLE 7400 19600 Red Robin Gourmet Burgers Inc( COM 75689M101 7338 240504 SH SOLE 118704 121800 Regional Management(RM) COM 75902K106 4721 287000 SH SOLE 93800 193200 Rent A Center (RCII) COM 76009N100 3398 100800 SH SOLE 26900 73900 Rentrak Corp (RENT) COM 760174102 12371 599100 SH SOLE 283936 315164 Responsys Inc (MKTG) COM 761248103 3754 309700 SH SOLE 104700 205000 RigNet Inc (RNET) COM 766582100 5874 337800 SH SOLE 114300 223500 Roadrunner Transportation Inc( COM 76973Q105 8417 498370 SH SOLE 254170 244200 Rockwell Medical Inc (RMTI) COM 774374102 4703 505200 SH SOLE 170600 334600 Ross Stores (ROST) COM 778296103 2705 43296 SH SOLE 22296 21000 SAIA Inc. (SAIA) COM 78709Y105 2758 126000 SH SOLE 97500 28500 SBA Comm. Corp. (SBAC) COM 78388J106 2716 47600 SH SOLE 17100 30500 SPS Commerce (SPSC) COM 78463M107 15728 517700 SH SOLE 226000 291700 Sandridge Energy Inc, (SD) COM 80007P307 2875 429700 SH SOLE 115500 314200 SciClone Pharm (SCLN) COM 80862K104 6760 964300 SH SOLE 327200 637100 SciQuest (SQI) COM 80908T101 5693 317000 SH SOLE 107300 209700 Shuffle Master Inc(SHFL) COM 825549108 5260 381130 SH SOLE 307030 74100 Silicon Motion Technology Corp COM 82706C108 1736 123000 SH SOLE 95400 27600 SkullCandy(SKUL) COM 83083J104 4432 313200 SH SOLE 106300 206900 Sourcefire (FIRE) COM 83616T108 3430 66730 SH SOLE 54030 12700 Spectranetics Corp (SPNC) COM 84760C107 20633 1806717 SH SOLE 894817 911900 Spirit Aero Systems Holdings ( COM 848574109 3763 157900 SH SOLE 42800 115100 Staar Surgical (STAA) COM 852312305 4224 543600 SH SOLE 183900 359700 Starbucks Coffee (SBUX) COM 855244109 1333 25000 SH SOLE 25000 Starwood Hotels (HOT) COM 85590A401 2328 43900 SH SOLE 11900 32000 Strategic Diagnostics (SDIX) COM 862700101 27 22750 SH SOLE 22750 Sun Hydraulics Inc (SNHY) COM 866942105 2247 92500 SH SOLE 74800 17700 Superior Energy Svcs Inc(SPN) COM 868157108 4969 245627 SH SOLE 133027 112600 Synergetics USA (SURG) COM 87160G107 2558 573500 SH SOLE 263600 309900 Synergy Pharmaceuticals (SGYP) COM 871639308 4750 1000000 SH SOLE 338200 661800 T.Rowe Price Group (TROW) COM 74144T108 2387 37916 SH SOLE 10516 27400 Tangoe Inc (TNGO) COM 87582Y108 6679 313400 SH SOLE 106200 207200 Team Health Holdings (TMH) COM 87817A107 5420 225000 SH SOLE 106800 118200 Teradata (TDC) COM 88076W103 4576 63540 SH SOLE 22940 40600 Teryl Resources Crop RSTD (TRY COM 9054692 10 213900 SH SOLE 213900 The Fresh Markets (TFM) COM 35804H106 3111 58000 SH SOLE 20900 37100 Thermo Fisher Scientific (TMO) COM 883556102 685 13200 SH SOLE 13200 Tilly's Inc (TLYS) COM 886885102 321 20000 SH SOLE 13300 6700 Tornier NV(TRNX) COM N87237108 2823 125900 SH SOLE 98100 27800 Town Sports Int'l Hldgs (CLUB) COM 89214A102 4823 362900 SH SOLE 118200 244700 Tractor Supply Co (TSCO) COM 892356106 2417 29100 SH SOLE 7900 21200 Transcept Pharmaceuticals (TSP COM 89354M106 1767 285000 SH SOLE 221900 63100 Triangle Petroleum (TPLM) COM 89600B201 2898 519300 SH SOLE 179400 339900 Triumph Grp Inc (TGI) COM 896818101 3500 62200 SH SOLE 22300 39900 Tumi Holdings (TUMI) COM 89969Q104 262 15000 SH SOLE 15000 Under Armour (UA) COM 904311107 3742 39606 SH SOLE 15206 24400 United Rentals (URI) COM 911363109 2584 75900 SH SOLE 27200 48700 Universal Display Corp (PANL) COM 91347P105 4090 113800 SH SOLE 62100 51700 Universal Stainless and Alloy COM 913837100 4961 120700 SH SOLE 40900 79800 Universal Truckload Services ( COM 91388P105 1845 122000 SH SOLE 122000 Urban Outfitters (URBN) COM 917047102 2688 97420 SH SOLE 42320 55100 Vantiv Inc(VNTV) COM 92210H105 2420 103900 SH SOLE 28300 75600 Vera Bradley (VRA) COM 92335C106 211 10000 SH SOLE 10000 Verisk Analytic Inc (VRSK) COM 92345Y106 2300 46700 SH SOLE 12700 34000 Vertex Pharm (VRTX) COM 92532F100 5353 95720 SH SOLE 34420 61300 Virtusa(VRTU) COM 92827P102 3197 239500 SH SOLE 81800 157700 Vitran Corp (VTNC) COM 92850E107 2585 417000 SH SOLE 143500 273500 Vocera Communications(VCRA) COM 92857F107 4857 181300 SH SOLE 58800 122500 Vocus Inc (VOCS) COM 92858J108 4776 256800 SH SOLE 87200 169600 Volterra Semiconductor Corp (V COM 928708106 2153 91800 SH SOLE 71500 20300 WEB.com group(WWWW) COM 94733A104 6522 357000 SH SOLE 120800 236200 WNS Holdings Ltd. (WNS) COM 92932M101 1387 142600 SH SOLE 142600 Wabash National Corp (WNC) COM 929566107 7602 1148400 SH SOLE 551900 596500 Wageworks Inc (WAGE) COM 930427109 4518 300000 SH SOLE 101500 198500 Westinghouse Air Brake Tech (W COM 929740108 8865 113644 SH SOLE 60044 53600 Westport Innovations Inc(WPRT) COM 960908309 7762 211210 SH SOLE 122510 88700 Whole Foods Mkt (WFM) COM 966837106 6841 71770 SH SOLE 32670 39100 Wyndham Worldwide (WYN) COM 98310W108 527 10000 SH SOLE 10000 Zillow (Z) COM 98954A107 10361 268200 SH SOLE 127700 140500 iShares PHLX SOX Semiconductor COM 464287523 283 5400 SH SOLE 5400 GBS Ent.INC(GBSX.ws)3y/wt/exer 3 100000 SH SOLE 100000 Teryl Resources Corp wts(TRYLF 9090387 0 335000 SH SOLE 335000 (ISCI/ISC8)Irvine Sensor conv. 87 961885.4300SH SOLE 961885.4300