0000919574-12-004836.txt : 20120814 0000919574-12-004836.hdr.sgml : 20120814 20120814100744 ACCESSION NUMBER: 0000919574-12-004836 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: JACOBS LEVY EQUITY MANAGEMENT INC CENTRAL INDEX KEY: 0000884414 IRS NUMBER: 222774695 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03059 FILM NUMBER: 121030027 BUSINESS ADDRESS: STREET 1: 100 CAMPUS DR STREET 2: PO BOX 650 CITY: FLORHAM PARK STATE: NJ ZIP: 07932 BUSINESS PHONE: 9734109222 MAIL ADDRESS: STREET 1: 100 CAMPUS DR CITY: FLORHAM PARK STATE: NJ ZIP: 07932 13F-HR 1 d1311473_13f-hr.txt 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, 2012 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Jacobs Levy Equity Management, Inc. Address: 100 Campus Drive P.O. Box 650 Florham Park, New Jersey 07932-0650 13F File Number: 028-03059 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: Kenneth N. Levy Title: Vice President Phone: 973-410-9222 Signature, Place and Date of Signing: /s/ Kenneth N. Levy Florham Park, New Jersey August 14, 2012 ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] Report Type: (Check only one): [_] 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 managers(s).) [X] 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).) List of Other Managers Reporting for this Manager: Name: Frank Russell Company 13F File Number: 028-01190 I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 896 Form 13F Information Table Value Total: $6,230,577 (thousands)

FORM 13F INFORMATION TABLE June 30, 2012 COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- --------- ------ --------- -------- --------- ----------- --------- ----- ------- ----- 1 800 FLOWERS COM CL A 68243Q106 372 106,731 SH Sole 106,731 3M CO COM 88579Y101 27,226 303,860 SH Sole 167,060 136,800 ABBOTT LABS COM 002824100 9,030 140,060 SH Sole 124,760 15,300 ABERCROMBIE & FITCH CO CL A 002896207 2,107 61,710 SH Sole 51,110 10,600 ABM INDS INC COM 000957100 1,959 100,156 SH Sole 62,900 37,256 ACACIA RESH CORP ACACIA TCH COM 003881307 401 10,770 SH Sole 10,770 ACCELRYS INC COM 00430U103 324 40,100 SH Sole 40,100 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 53,220 885,670 SH Sole 554,170 331,500 ACCURAY INC COM 004397105 2,612 383,249 SH Sole 336,549 46,700 ACE LTD SHS H0023R105 11,955 161,275 SH Sole 92,170 69,105 ACORDA THERAPEUTICS INC COM 00484M106 806 34,200 SH Sole 8,800 25,400 ACTUATE CORP COM 00508B102 740 106,799 SH Sole 89,599 17,200 ACXIOM CORP COM 005125109 610 40,400 SH Sole 40,400 ADVANCE AUTO PARTS INC COM 00751Y106 29,895 438,220 SH Sole 286,120 152,100 ADVANCED MICRO DEVICES INC COM 007903107 19,352 3,377,300 SH Sole 1,871,500 1,505,800 ADVISORY BRD CO COM 00762W107 1,878 37,874 SH Sole 27,740 10,134 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 785 47,700 SH Sole 35,300 12,400 AEROPOSTALE COM 007865108 3,755 210,600 SH Sole 165,400 45,200 AEROVIRONMENT INC COM 008073108 1,553 59,010 SH Sole 35,410 23,600 AETNA INC NEW COM 00817Y108 25,991 670,385 SH Sole 490,920 179,465 AFC ENTERPRISES INC COM 00104Q107 504 21,790 SH Sole 18,290 3,500 AFFYMAX INC COM 00826A109 3,179 246,840 SH Sole 198,940 47,900 AFFYMETRIX INC COM 00826T108 4,490 957,421 SH Sole 640,365 317,056 AG MTG INVT TR INC COM 001228105 2,866 133,379 SH Sole 100,219 33,160 AGCO CORP COM 001084102 31,613 691,305 SH Sole 400,205 291,100 AGILENT TECHNOLOGIES INC COM 00846U101 26,455 674,176 SH Sole 543,176 131,000 AIR LEASE CORP CL A 00912X302 1,538 79,300 SH Sole 74,000 5,300 AIRCASTLE LTD COM G0129K104 478 39,700 SH Sole 26,900 12,800 AIRGAS INC COM 009363102 887 10,560 SH Sole 10,560 ALASKA AIR GROUP INC COM 011659109 18,199 506,930 SH Sole 352,190 154,740 ALASKA COMMUNICATIONS SYS GR COM 01167P101 206 98,046 SH Sole 84,446 13,600 ALBANY INTL CORP CL A 012348108 637 34,040 SH Sole 21,940 12,100 ALEXION PHARMACEUTICALS INC COM 015351109 23,359 235,234 SH Sole 184,340 50,894 ALEXZA PHARMACEUTICALS INC COM NEW 015384209 151 35,520 SH Sole 35,520 ALIGN TECHNOLOGY INC COM 016255101 5,762 172,210 SH Sole 146,010 26,200 ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,171 162,155 SH Sole 144,555 17,600 ALLEGIANT TRAVEL CO COM 01748X102 335 4,810 SH Sole 4,810 ALLERGAN INC COM 018490102 22,306 240,962 SH Sole 144,980 95,982 ALLIANCE DATA SYSTEMS CORP COM 018581108 7,473 55,353 SH Sole 55,353 ALLIANT ENERGY CORP COM 018802108 1,281 28,100 SH Sole 28,100 ALLIANT TECHSYSTEMS INC COM 018804104 7,660 151,479 SH Sole 119,079 32,400 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 25,741 323,909 SH Sole 192,904 131,005 ALLSTATE CORP COM 020002101 12,014 342,380 SH Sole 298,680 43,700 ALPHATEC HOLDINGS INC COM 02081G102 344 187,191 SH Sole 187,191 AMC NETWORKS INC CL A 00164V103 14,296 402,144 SH Sole 252,795 149,349 AMEDISYS INC COM 023436108 403 32,400 SH Sole 32,400 AMERCO COM 023586100 451 5,016 SH Sole 2,216 2,800 AMEREN CORP COM 023608102 23,466 699,644 SH Sole 382,780 316,864 AMERICAN ASSETS TR INC COM 024013104 1,260 51,969 SH Sole 51,969 AMERICAN CAP MTG INVT CORP COM 02504A104 10,365 434,665 SH Sole 296,105 138,560 AMERICAN ELEC PWR INC COM 025537101 6,645 166,550 SH Sole 166,550 AMERICAN FINL GROUP INC OHIO COM 025932104 8,651 220,510 SH Sole 147,124 73,386 AMERICAN GREETINGS CORP CL A 026375105 1,094 74,800 SH Sole 40,500 34,300 AMERICAN PUBLIC EDUCATION IN COM 02913V103 3,555 111,106 SH Sole 94,390 16,716 AMERICAN RAILCAR INDS INC COM 02916P103 1,701 62,764 SH Sole 54,464 8,300 AMERICAN SUPERCONDUCTOR CORP COM 030111108 1,277 271,800 SH Sole 271,800 AMERICAN TOWER CORP NEW COM 03027X100 344 4,920 SH Sole 4,920 AMERICAN WOODMARK CORP COM 030506109 172 10,070 SH Sole 10,070 AMERICAN WTR WKS CO INC NEW COM 030420103 8,660 252,614 SH Sole 134,914 117,700 AMERISTAR CASINOS INC COM 03070Q101 2,322 130,654 SH Sole 130,654 ANADARKO PETE CORP COM 032511107 19,083 288,260 SH Sole 165,760 122,500 ANADIGICS INC COM 032515108 268 148,824 SH Sole 146,924 1,900 ANALOGIC CORP COM PAR $0.05 032657207 3,503 56,500 SH Sole 39,500 17,000 ANDERSONS INC COM 034164103 2,092 49,028 SH Sole 42,428 6,600 ANN INC COM 035623107 219 8,600 SH Sole 8,600 APACHE CORP COM 037411105 1,100 12,520 SH Sole 12,520 APOLLO GROUP INC CL A 037604105 6,835 188,870 SH Sole 188,870 APOLLO RESIDENTIAL MTG INC COM 03763V102 2,862 148,421 SH Sole 109,921 38,500 APPLE INC COM 037833100 269,010 460,633 SH Sole 299,053 161,580 APPLIED INDL TECHNOLOGIES IN COM 03820C105 5,823 158,013 SH Sole 108,000 50,013 APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 1,506 263,268 SH Sole 233,068 30,200 APTARGROUP INC COM 038336103 1,179 23,100 SH Sole 13,400 9,700 ARBITRON INC COM 03875Q108 2,415 69,003 SH Sole 50,320 18,683 ARCH CAP GROUP LTD ORD G0450A105 1,167 29,400 SH Sole 29,400 ARCTIC CAT INC COM 039670104 5,897 161,290 SH Sole 98,590 62,700 ARGAN INC COM 04010E109 418 29,866 SH Sole 29,866 ARGO GROUP INTL HLDGS LTD COM G0464B107 1,698 58,005 SH Sole 46,905 11,100 ARRAY BIOPHARMA INC COM 04269X105 2,496 719,194 SH Sole 567,194 152,000 ARRIS GROUP INC COM 04269Q100 1,840 132,300 SH Sole 132,300 ASCENT CAP GROUP INC COM SER A 043632108 290 5,600 SH Sole 4,100 1,500 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 9,872 341,590 SH Sole 210,990 130,600 ASSURANT INC COM 04621X108 27,184 780,260 SH Sole 472,260 308,000 ASTEC INDS INC COM 046224101 2,252 73,418 SH Sole 50,018 23,400 ASTRONICS CORP COM 046433108 886 31,372 SH Sole 30,020 1,352 AT&T INC COM 00206R102 78,960 2,214,235 SH Sole 1,379,740 834,495 ATHENAHEALTH INC COM 04685W103 918 11,600 SH Sole 11,600 ATMOS ENERGY CORP COM 049560105 1,372 39,119 SH Sole 32,100 7,019 ATWOOD OCEANICS INC COM 050095108 1,029 27,200 SH Sole 27,200 AUTODESK INC COM 052769106 14,114 403,360 SH Sole 375,360 28,000 AUTOZONE INC COM 053332102 43,105 117,398 SH Sole 75,428 41,970 AUXILIUM PHARMACEUTICALS INC COM 05334D107 6,688 248,711 SH Sole 215,121 33,590 AVI BIOPHARMA INC COM 002346104 630 1,006,675 SH Sole 981,075 25,600 AVIAT NETWORKS INC COM 05366Y102 499 178,318 SH Sole 174,818 3,500 AVID TECHNOLOGY INC COM 05367P100 826 111,230 SH Sole 98,830 12,400 AXCELIS TECHNOLOGIES INC COM 054540109 666 554,962 SH Sole 531,662 23,300 AXIS CAPITAL HOLDINGS INV SHS G0692U109 9,165 281,553 SH Sole 208,500 73,053 AZZ INC COM 002474104 809 13,200 SH Sole 7,800 5,400 BABCOCK & WILCOX CO NEW COM 05615F102 17,892 730,299 SH Sole 553,284 177,015 BALL CORP COM 058498106 1,322 32,200 SH Sole 32,200 BALLANTYNE STRONG INC COM 058516105 290 48,555 SH Sole 48,555 BALLY TECHNOLOGIES INC COM 05874B107 1,260 27,000 SH Sole 27,000 BANCFIRST CORP COM 05945F103 310 7,400 SH Sole 7,400 BANK OF MARIN BANCORP COM 063425102 265 7,170 SH Sole 7,170 BANK OF NEW YORK MELLON CORP COM 064058100 24,416 1,112,347 SH Sole 713,560 398,787 BANK OF THE OZARKS INC COM 063904106 608 20,200 SH Sole 20,200 BARD C R INC COM 067383109 32,983 306,990 SH Sole 199,790 107,200 BARNES GROUP INC COM 067806109 257 10,600 SH Sole 10,600 BARRETT BUSINESS SERVICES IN COM 068463108 607 28,690 SH Sole 28,690 BARRY R G CORP OHIO COM 068798107 302 22,200 SH Sole 22,200 BAXTER INTL INC COM 071813109 16,307 306,820 SH Sole 179,070 127,750 BEACON ROOFING SUPPLY INC COM 073685109 1,455 57,690 SH Sole 45,890 11,800 BEBE STORES INC COM 075571109 185 31,600 SH Sole 15,500 16,100 BENCHMARK ELECTRS INC COM 08160H101 586 42,000 SH Sole 42,000 BERKLEY W R CORP COM 084423102 751 19,300 SH Sole 19,300 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 236 2,830 SH Sole 2,830 BERRY PETE CO CL A 085789105 8,638 217,804 SH Sole 164,266 53,538 BEST BUY INC COM 086516101 1,209 57,700 SH Sole 57,700 BGC PARTNERS INC CL A 05541T101 1,518 258,600 SH Sole 258,600 BIO RAD LABS INC CL A 090572207 2,549 25,490 SH Sole 17,990 7,500 BIOCRYST PHARMACEUTICALS COM 09058V103 717 180,647 SH Sole 174,647 6,000 BIODEL INC COM NEW 09064M204 87 33,566 SH Sole 33,566 BIODELIVERY SCIENCES INTL IN COM 09060J106 49 10,900 SH Sole 10,900 BIOMIMETIC THERAPEUTICS INC COM 09064X101 234 88,904 SH Sole 88,904 BJS RESTAURANTS INC COM 09180C106 1,265 33,300 SH Sole 10,700 22,600 BLACKBAUD INC COM 09227Q100 3,921 152,742 SH Sole 115,134 37,608 BLACKROCK INC COM 09247X101 4,111 24,208 SH Sole 18,138 6,070 BMC SOFTWARE INC COM 055921100 11,183 262,013 SH Sole 192,213 69,800 BOEING CO COM 097023105 55,499 746,960 SH Sole 454,960 292,000 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 281 18,385 SH Sole 15,485 2,900 BOSTON SCIENTIFIC CORP COM 101137107 30,708 5,415,800 SH Sole 3,183,800 2,232,000 BRADY CORP CL A 104674106 283 10,300 SH Sole 1,800 8,500 BRE PROPERTIES INC CL A 05564E106 1,220 24,400 SH Sole 24,400 BRIDGEPOINT ED INC COM 10807M105 4,734 217,146 SH Sole 167,230 49,916 BRINKER INTL INC COM 109641100 2,330 73,100 SH Sole 73,100 BRINKS CO COM 109696104 9,831 424,096 SH Sole 307,296 116,800 BRISTOL MYERS SQUIBB CO COM 110122108 1,524 42,400 SH Sole 42,400 BRISTOW GROUP INC COM 110394103 220 5,400 SH Sole 5,400 BROADCOM CORP CL A 111320107 27,644 818,850 SH Sole 580,750 238,100 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 6,541 1,326,760 SH Sole 858,100 468,660 BRUNSWICK CORP COM 117043109 6,472 291,260 SH Sole 165,260 126,000 BUCKLE INC COM 118440106 1,721 43,480 SH Sole 43,480 BUFFALO WILD WINGS INC COM 119848109 3,636 41,970 SH Sole 34,870 7,100 BUNGE LIMITED COM G16962105 14,663 233,718 SH Sole 151,419 82,299 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 9,582 163,710 SH Sole 135,010 28,700 CA INC COM 12673P105 1,949 71,930 SH Sole 71,930 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 4,889 367,868 SH Sole 327,368 40,500 CABOT OIL & GAS CORP COM 127097103 237 6,020 SH Sole 6,020 CACHE INC COM NEW 127150308 150 32,680 SH Sole 32,680 CACI INTL INC CL A 127190304 2,707 49,200 SH Sole 49,200 CADENCE DESIGN SYSTEM INC COM 127387108 45,405 4,131,450 SH Sole 2,837,550 1,293,900 CAL MAINE FOODS INC COM NEW 128030202 438 11,200 SH Sole 11,200 CALIX INC COM 13100M509 3,151 383,301 SH Sole 301,801 81,500 CALLAWAY GOLF CO COM 131193104 660 111,600 SH Sole 72,900 38,700 CAMBIUM LEARNING GRP INC COM 13201A107 70 74,033 SH Sole 74,033 CAMPBELL SOUP CO COM 134429109 27,295 817,693 SH Sole 602,200 215,493 CAPELLA EDUCATION COMPANY COM 139594105 7,381 212,332 SH Sole 143,442 68,890 CAPLEASE INC COM 140288101 95 23,000 SH Sole 4,600 18,400 CARBONITE INC COM 141337105 349 39,000 SH Sole 27,100 11,900 CARDINAL FINL CORP COM 14149F109 180 14,654 SH Sole 14,654 CARDINAL HEALTH INC COM 14149Y108 1,415 33,700 SH Sole 33,700 CARDIONET INC COM 14159L103 224 110,582 SH Sole 110,582 CAREER EDUCATION CORP COM 141665109 1,411 210,900 SH Sole 144,000 66,900 CARPENTER TECHNOLOGY CORP COM 144285103 10,892 227,677 SH Sole 131,903 95,774 CARTER INC COM 146229109 2,058 39,130 SH Sole 27,830 11,300 CASEYS GEN STORES INC COM 147528103 448 7,600 SH Sole 7,600 CATERPILLAR INC DEL COM 149123101 15,409 181,480 SH Sole 49,870 131,610 CBEYOND INC COM 149847105 362 53,500 SH Sole 53,500 CEC ENTMT INC COM 125137109 749 20,600 SH Sole 9,100 11,500 CELADON GROUP INC COM 150838100 2,296 140,160 SH Sole 130,560 9,600 CELGENE CORP COM 151020104 35,857 558,870 SH Sole 372,670 186,200 CENTENE CORP DEL COM 15135B101 5,832 193,360 SH Sole 133,760 59,600 CENTRAL PAC FINL CORP COM NEW 154760409 221 15,639 SH Sole 15,639 CENVEO INC COM 15670S105 78 40,500 SH Sole 31,600 8,900 CEPHEID COM 15670R107 383 8,570 SH Sole 8,570 CHARLES RIV LABS INTL INC COM 159864107 6,357 194,034 SH Sole 143,384 50,650 CHEMTURA CORP COM NEW 163893209 4,078 281,270 SH Sole 230,170 51,100 CHESAPEAKE UTILS CORP COM 165303108 512 11,710 SH Sole 9,410 2,300 CHEVRON CORP NEW COM 166764100 84,144 797,574 SH Sole 504,621 292,953 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 1,692 44,580 SH Sole 41,780 2,800 CHIPOTLE MEXICAN GRILL INC COM 169656105 19,990 52,613 SH Sole 42,633 9,980 CHOICE HOTELS INTL INC COM 169905106 1,773 44,400 SH Sole 36,100 8,300 CHUBB CORP COM 171232101 22,153 304,210 SH Sole 192,110 112,100 CHURCH & DWIGHT INC COM 171340102 5,195 93,650 SH Sole 93,650 CIBER INC COM 17163B102 251 58,200 SH Sole 58,200 CIENA CORP COM NEW 171779309 34,721 2,121,010 SH Sole 1,490,710 630,300 CIGNA CORPORATION COM 125509109 550 12,500 SH Sole 12,500 CIMAREX ENERGY CO COM 171798101 650 11,800 SH Sole 11,800 CINCINNATI BELL INC NEW COM 171871106 123 33,100 SH Sole 33,100 CITY NATL CORP COM 178566105 7,650 157,477 SH Sole 51,131 106,346 CLEAN HARBORS INC COM 184496107 345 6,110 SH Sole 6,110 CLOROX CO DEL COM 189054109 2,747 37,910 SH Sole 37,910 COACH INC COM 189754104 24,906 425,886 SH Sole 263,470 162,416 COCA COLA BOTTLING CO CONS COM 191098102 1,087 16,912 SH Sole 16,912 COCA COLA CO COM 191216100 10,416 133,210 SH Sole 127,410 5,800 COCA COLA ENTERPRISES INC NE COM 19122T109 11,682 416,612 SH Sole 201,120 215,492 COLEMAN CABLE INC COM 193459302 194 22,300 SH Sole 22,300 COLGATE PALMOLIVE CO COM 194162103 40,281 386,950 SH Sole 226,250 160,700 COLUMBUS MCKINNON CORP N Y COM 199333105 500 33,126 SH Sole 33,126 COMFORT SYS USA INC COM 199908104 450 44,931 SH Sole 42,231 2,700 COMMERCE BANCSHARES INC COM 200525103 1,565 41,300 SH Sole 41,300 COMMERCIAL METALS CO COM 201723103 7,142 565,049 SH Sole 320,746 244,303 COMMONWEALTH REIT COM SH BEN INT 203233101 1,040 54,400 SH Sole 54,400 COMMUNITY TR BANCORP INC COM 204149108 372 11,100 SH Sole 11,100 COMMVAULT SYSTEMS INC COM 204166102 14,480 292,120 SH Sole 231,520 60,600 COMPASS MINERALS INTL INC COM 20451N101 3,021 39,600 SH Sole 39,600 COMPUTER SCIENCES CORP COM 205363104 215 8,660 SH Sole 8,660 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 1,722 60,265 SH Sole 48,500 11,765 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 4,946 850,542 SH Sole 511,200 339,342 CONAGRA FOODS INC COM 205887102 3,482 134,300 SH Sole 134,300 CONCEPTUS INC COM 206016107 282 14,251 SH Sole 14,251 CONCHO RES INC COM 20605P101 1,425 16,744 SH Sole 5,544 11,200 CONMED CORP COM 207410101 3,461 125,083 SH Sole 92,160 32,923 CONNS INC COM 208242107 188 12,710 SH Sole 12,710 CONSOLIDATED EDISON INC COM 209115104 279 4,480 SH Sole 4,480 CONSTANT CONTACT INC COM 210313102 595 33,332 SH Sole 14,940 18,392 CON-WAY INC COM 205944101 39,753 1,100,893 SH Sole 768,730 332,163 COPART INC COM 217204106 2,263 95,529 SH Sole 95,529 CORE LABORATORIES N V COM N22717107 2,918 25,181 SH Sole 16,418 8,763 CORE MARK HOLDING CO INC COM 218681104 1,976 41,056 SH Sole 36,756 4,300 CORINTHIAN COLLEGES INC COM 218868107 466 161,335 SH Sole 110,835 50,500 CORNERSTONE ONDEMAND INC COM 21925Y103 2,863 120,256 SH Sole 77,613 42,643 CORPORATE EXECUTIVE BRD CO COM 21988R102 7,258 177,536 SH Sole 127,240 50,296 COSTCO WHSL CORP NEW COM 22160K105 36,717 386,491 SH Sole 245,356 141,135 COURIER CORP COM 222660102 152 11,500 SH Sole 11,500 COUSINS PPTYS INC COM 222795106 724 93,400 SH Sole 81,800 11,600 COVANCE INC COM 222816100 3,695 77,216 SH Sole 77,216 COVENTRY HEALTH CARE INC COM 222862104 4,316 135,780 SH Sole 104,780 31,000 CRA INTL INC COM 12618T105 165 11,221 SH Sole 11,221 CRACKER BARREL OLD CTRY STOR COM 22410J106 8,079 128,650 SH Sole 95,750 32,900 CRANE CO COM 224399105 2,849 78,300 SH Sole 46,400 31,900 CRAY INC COM NEW 225223304 1,295 107,169 SH Sole 98,069 9,100 CSG SYS INTL INC COM 126349109 4,107 237,670 SH Sole 214,070 23,600 CSS INDS INC COM 125906107 608 29,593 SH Sole 29,593 CSX CORP COM 126408103 26,886 1,202,428 SH Sole 804,420 398,008 CUBIST PHARMACEUTICALS INC COM 229678107 8,685 229,100 SH Sole 204,300 24,800 CULLEN FROST BANKERS INC COM 229899109 2,018 35,100 SH Sole 35,100 CULP INC COM 230215105 241 23,524 SH Sole 23,524 CURTISS WRIGHT CORP COM 231561101 453 14,600 SH Sole 14,600 CUTERA INC COM 232109108 278 38,600 SH Sole 38,600 CYBERONICS INC COM 23251P102 10,229 227,608 SH Sole 149,900 77,708 CYNOSURE INC CL A 232577205 966 45,695 SH Sole 41,395 4,300 CYPRESS SEMICONDUCTOR CORP COM 232806109 510 38,550 SH Sole 4,950 33,600 CYTOKINETICS INC COM 23282W100 226 352,920 SH Sole 352,920 DEAN FOODS CO NEW COM 242370104 26,490 1,555,469 SH Sole 981,720 573,749 DELEK US HLDGS INC COM 246647101 3,361 191,047 SH Sole 101,047 90,000 DELL INC COM 24702R101 214 17,100 SH Sole 17,100 DESTINATION MATERNITY CORP COM 25065D100 287 13,300 SH Sole 7,800 5,500 DEVRY INC DEL COM 251893103 350 11,300 SH Sole 11,300 DHT HOLDINGS INC COM Y2065G105 381 609,680 SH Sole 559,680 50,000 DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,195 54,030 SH Sole 48,730 5,300 DICKS SPORTING GOODS INC COM 253393102 6,116 127,410 SH Sole 127,410 DIGIMARC CORP NEW COM 25381B101 649 25,279 SH Sole 25,279 DIGITAL RIV INC COM 25388B104 189 11,400 SH Sole 11,400 DIRECTV COM CL A 25490A101 52,368 1,072,675 SH Sole 667,975 404,700 DISCOVER FINL SVCS COM 254709108 12,568 363,446 SH Sole 205,840 157,606 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 5,087 94,200 SH Sole 94,200 DISH NETWORK CORP CL A 25470M109 3,322 116,360 SH Sole 116,360 DOLBY LABORATORIES INC COM 25659T107 14,536 351,950 SH Sole 258,850 93,100 DOLLAR THRIFTY AUTOMOTIVE GP COM 256743105 818 10,100 SH Sole 10,100 DOLLAR TREE INC COM 256746108 14,360 266,912 SH Sole 140,840 126,072 DOMINOS PIZZA INC COM 25754A201 3,490 112,920 SH Sole 97,420 15,500 DONALDSON INC COM 257651109 1,545 46,300 SH Sole 46,300 DOT HILL SYS CORP COM 25848T109 289 253,745 SH Sole 253,745 DOVER DOWNS GAMING & ENTMT I COM 260095104 39 12,976 SH Sole 12,976 DRESSER-RAND GROUP INC COM 261608103 12,045 270,440 SH Sole 231,520 38,920 DSP GROUP INC COM 23332B106 678 106,906 SH Sole 106,906 DST SYS INC DEL COM 233326107 472 8,700 SH Sole 8,700 DTE ENERGY CO COM 233331107 7,270 122,540 SH Sole 73,340 49,200 DU PONT E I DE NEMOURS & CO COM 263534109 25,843 511,030 SH Sole 232,130 278,900 DUKE ENERGY CORP NEW COM 26441C105 862 37,400 SH Sole 37,400 DUNKIN BRANDS GROUP INC COM 265504100 20,980 610,940 SH Sole 367,947 242,993 DURECT CORP COM 266605104 510 560,989 SH Sole 560,989 DXP ENTERPRISES INC NEW COM NEW 233377407 1,810 43,620 SH Sole 36,320 7,300 DYCOM INDS INC COM 267475101 3,070 164,940 SH Sole 89,540 75,400 EAGLE BANCORP INC MD COM 268948106 186 11,800 SH Sole 11,800 EASTMAN CHEM CO COM 277432100 360 7,150 SH Sole 7,150 ECHELON CORP COM 27874N105 162 46,624 SH Sole 46,624 ECHO GLOBAL LOGISTICS INC COM 27875T101 867 45,473 SH Sole 40,673 4,800 EDISON INTL COM 281020107 614 13,300 SH Sole 13,300 EHEALTH INC COM 28238P109 248 15,400 SH Sole 11,600 3,800 EL PASO ELEC CO COM NEW 283677854 5,701 171,924 SH Sole 110,850 61,074 ELECTRO RENT CORP COM 285218103 283 17,430 SH Sole 17,430 ELECTRO SCIENTIFIC INDS COM 285229100 753 63,710 SH Sole 61,310 2,400 ELECTRONIC ARTS INC COM 285512109 25,153 2,036,661 SH Sole 1,263,200 773,461 ELECTRONICS FOR IMAGING INC COM 286082102 3,986 245,273 SH Sole 209,504 35,769 EMCOR GROUP INC COM 29084Q100 8,166 293,528 SH Sole 173,420 120,108 EMCORE CORP COM NEW 290846203 83 18,725 SH Sole 18,725 EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,853 122,283 SH Sole 114,183 8,100 EMULEX CORP COM NEW 292475209 6,690 929,194 SH Sole 567,980 361,214 ENCORE WIRE CORP COM 292562105 311 11,600 SH Sole 11,600 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 6,001 156,590 SH Sole 110,123 46,467 ENERNOC INC COM 292764107 125 17,200 SH Sole 3,700 13,500 ENTERGY CORP NEW COM 29364G103 13,888 204,570 SH Sole 126,070 78,500 ENTERTAINMENT PPTYS TR COM SH BEN INT 29380T105 201 4,890 SH Sole 4,890 EOG RES INC COM 26875P101 41,948 465,522 SH Sole 285,612 179,910 EPOCRATES INC COM 29429D103 681 84,886 SH Sole 84,886 EQT CORP COM 26884L109 3,300 61,530 SH Sole 61,530 EQUIFAX INC COM 294429105 746 16,000 SH Sole 16,000 EQUINIX INC COM NEW 29444U502 1,800 10,250 SH Sole 10,250 ERIE INDTY CO CL A 29530P102 222 3,100 SH Sole 3,100 ESSEX PPTY TR INC COM 297178105 4,826 31,353 SH Sole 31,353 EVERCORE PARTNERS INC CLASS A 29977A105 2,153 92,060 SH Sole 92,060 EVEREST RE GROUP LTD COM G3223R108 16,798 162,316 SH Sole 95,516 66,800 EXAR CORP COM 300645108 133 16,400 SH Sole 2,800 13,600 EXPONENT INC COM 30214U102 923 17,470 SH Sole 17,470 EXPRESS INC COM 30219E103 2,831 155,800 SH Sole 155,800 EXTRA SPACE STORAGE INC COM 30225T102 9,694 316,808 SH Sole 290,408 26,400 EXTREME NETWORKS INC COM 30226D106 1,314 382,044 SH Sole 328,344 53,700 EXXON MOBIL CORP COM 30231G102 93,870 1,096,995 SH Sole 744,995 352,000 F5 NETWORKS INC COM 315616102 6,156 61,831 SH Sole 47,191 14,640 FAIR ISAAC CORP COM 303250104 6,074 143,656 SH Sole 135,656 8,000 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 556 39,400 SH Sole 5,100 34,300 FAIRPOINT COMMUNICATIONS INC COM NEW 305560302 230 37,362 SH Sole 37,362 FALCONSTOR SOFTWARE INC COM 306137100 544 208,445 SH Sole 208,445 FAMILY DLR STORES INC COM 307000109 4,039 60,750 SH Sole 60,750 FEDEX CORP COM 31428X106 25,191 274,980 SH Sole 184,880 90,100 FERRO CORP COM 315405100 792 165,100 SH Sole 95,800 69,300 FIRST AMERN FINL CORP COM 31847R102 6,515 384,162 SH Sole 271,378 112,784 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 288 20,230 SH Sole 20,230 FIRST MIDWEST BANCORP DEL COM 320867104 210 19,110 SH Sole 19,110 FIRSTENERGY CORP COM 337932107 3,288 66,850 SH Sole 36,050 30,800 FLEETCOR TECHNOLOGIES INC COM 339041105 350 10,000 SH Sole 10,000 FLOW INTL CORP COM 343468104 777 248,935 SH Sole 231,935 17,000 FLUOR CORP NEW COM 343412102 19,651 398,280 SH Sole 290,280 108,000 FOREST LABS INC COM 345838106 329 9,400 SH Sole 9,400 FORMFACTOR INC COM 346375108 1,806 279,133 SH Sole 206,333 72,800 FORRESTER RESH INC COM 346563109 1,302 38,450 SH Sole 32,850 5,600 FORTINET INC COM 34959E109 19,522 840,747 SH Sole 623,220 217,527 FOSTER L B CO COM 350060109 575 20,100 SH Sole 20,100 FRANCESCAS HLDGS CORP COM 351793104 3,229 119,547 SH Sole 102,047 17,500 FRANKLIN COVEY CO COM 353469109 360 35,200 SH Sole 35,200 FRANKLIN STREET PPTYS CORP COM 35471R106 128 12,100 SH Sole 12,100 FREDS INC CL A 356108100 355 23,200 SH Sole 11,800 11,400 FREIGHTCAR AMER INC COM 357023100 2,962 128,942 SH Sole 98,642 30,300 FRESH DEL MONTE PRODUCE INC ORD G36738105 2,774 118,214 SH Sole 81,043 37,171 FRESH MKT INC COM 35804H106 1,035 19,300 SH Sole 19,300 FSI INTL INC COM 302633102 45 12,600 SH Sole 12,600 FULTON FINL CORP PA COM 360271100 538 53,900 SH Sole 53,900 FXCM INC COM CL A 302693106 128 10,900 SH Sole 10,900 GAIAM INC CL A 36268Q103 87 22,250 SH Sole 22,250 GAMESTOP CORP NEW CL A 36467W109 4,837 263,460 SH Sole 263,460 GAP INC DEL COM 364760108 539 19,700 SH Sole 19,700 GARMIN LTD SHS H2906T109 3,400 88,796 SH Sole 88,796 GARTNER INC COM 366651107 28,973 673,010 SH Sole 523,910 149,100 GATX CORP COM 361448103 3,110 80,790 SH Sole 60,790 20,000 GENERAL DYNAMICS CORP COM 369550108 16,827 255,110 SH Sole 149,010 106,100 GENERAL ELECTRIC CO COM 369604103 39,124 1,877,361 SH Sole 1,250,350 627,011 GENERAL MTRS CO COM 37045V100 30,828 1,563,271 SH Sole 901,040 662,231 GENESCO INC COM 371532102 1,175 19,530 SH Sole 19,530 GENESEE & WYO INC CL A 371559105 301 5,690 SH Sole 5,690 GENOMIC HEALTH INC COM 37244C101 1,224 36,645 SH Sole 25,645 11,000 GENON ENERGY INC COM 37244E107 1,015 593,800 SH Sole 470,500 123,300 GENTIVA HEALTH SERVICES INC COM 37247A102 206 29,700 SH Sole 12,600 17,100 GENUINE PARTS CO COM 372460105 20,422 338,959 SH Sole 229,080 109,879 GERON CORP COM 374163103 1,394 815,451 SH Sole 738,051 77,400 GFI GROUP INC COM 361652209 66 18,455 SH Sole 18,455 GLATFELTER COM 377316104 716 43,727 SH Sole 34,627 9,100 GLOBAL PMTS INC COM 37940X102 23,467 542,848 SH Sole 285,430 257,418 GLU MOBILE INC COM 379890106 1,747 314,687 SH Sole 262,287 52,400 GMX RES INC COM 38011M108 171 210,500 SH Sole 210,500 GOLDMAN SACHS GROUP INC COM 38141G104 1,859 19,390 SH Sole 8,960 10,430 GOODYEAR TIRE & RUBR CO COM 382550101 5,793 490,510 SH Sole 430,210 60,300 GOOGLE INC CL A 38259P508 36,003 62,066 SH Sole 45,606 16,460 GRACE W R & CO DEL NEW COM 38388F108 35,977 713,130 SH Sole 448,030 265,100 GRACO INC COM 384109104 5,094 110,540 SH Sole 83,040 27,500 GRAINGER W W INC COM 384802104 35,594 186,121 SH Sole 134,371 51,750 GRAND CANYON ED INC COM 38526M106 8,072 385,475 SH Sole 287,725 97,750 GRANITE CONSTR INC COM 387328107 3,055 117,018 SH Sole 80,300 36,718 GREATBATCH INC COM 39153L106 827 36,400 SH Sole 24,100 12,300 GREIF INC CL A 397624107 640 15,600 SH Sole 15,600 GROUP 1 AUTOMOTIVE INC COM 398905109 5,597 122,714 SH Sole 99,820 22,894 GSE SYS INC COM 36227K106 70 30,279 SH Sole 30,279 GUESS INC COM 401617105 765 25,200 SH Sole 25,200 GUIDANCE SOFTWARE INC COM 401692108 692 72,752 SH Sole 72,752 GULFMARK OFFSHORE INC CL A NEW 402629208 6,788 199,410 SH Sole 126,410 73,000 H & E 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440543106 2,657 68,510 SH Sole 68,510 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 5,702 230,202 SH Sole 159,730 70,472 HOT TOPIC INC COM 441339108 5,804 598,991 SH Sole 443,174 155,817 HUB GROUP INC CL A 443320106 4,693 129,900 SH Sole 95,500 34,400 HUBBELL INC CL B 443510201 2,167 27,800 SH Sole 27,800 HUMANA INC COM 444859102 32,181 415,564 SH Sole 254,600 160,964 HUNT J B TRANS SVCS INC COM 445658107 28,591 479,714 SH Sole 377,927 101,787 HUNTINGTON INGALLS INDS INC COM 446413106 3,485 86,610 SH Sole 77,210 9,400 HURON CONSULTING GROUP INC COM 447462102 2,289 72,326 SH Sole 65,526 6,800 IAC INTERACTIVECORP COM PAR $.001 44919P508 29,136 638,951 SH Sole 392,260 246,691 ICF INTL INC COM 44925C103 255 10,700 SH Sole 7,700 3,000 IDACORP INC COM 451107106 1,065 25,300 SH Sole 25,300 IKANOS COMMUNICATIONS COM 45173E105 188 217,685 SH Sole 217,685 IMMERSION CORP COM 452521107 126 22,412 SH Sole 22,412 INFINERA CORPORATION COM 45667G103 680 99,400 SH Sole 30,100 69,300 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 77 23,213 SH Sole 23,213 INSIGHT ENTERPRISES INC COM 45765U103 562 33,386 SH Sole 33,386 INSMED INC COM PAR $.01 457669307 323 99,100 SH Sole 99,100 INSPERITY INC COM 45778Q107 4,593 169,810 SH Sole 128,610 41,200 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 2,011 54,100 SH Sole 41,200 12,900 INTEGRATED DEVICE TECHNOLOGY COM 458118106 12,205 2,171,785 SH Sole 1,443,656 728,129 INTEGRATED SILICON SOLUTION COM 45812P107 205 20,322 SH Sole 20,322 INTEL CORP COM 458140100 59,929 2,248,740 SH Sole 1,358,840 889,900 INTERACTIVE BROKERS GROUP IN COM 45841N107 7,718 524,344 SH Sole 334,144 190,200 INTERCONTINENTALEXCHANGE INC COM 45865V100 29,243 215,053 SH Sole 150,540 64,513 INTERMEC INC COM 458786100 69 11,100 SH Sole 11,100 INTERNATIONAL BUSINESS MACHS COM 459200101 63,029 322,269 SH Sole 245,359 76,910 INTERNATIONAL GAME TECHNOLOG COM 459902102 8,240 523,189 SH Sole 430,064 93,125 INTERSECTIONS INC COM 460981301 165 10,400 SH Sole 10,400 INTERSIL CORP CL A 46069S109 19,863 1,865,078 SH Sole 1,186,949 678,129 INTERVAL LEISURE GROUP INC COM 46113M108 800 42,100 SH Sole 20,500 21,600 INTEVAC INC COM 461148108 314 41,700 SH Sole 41,700 INTUIT COM 461202103 2,541 42,820 SH Sole 42,820 INTUITIVE SURGICAL INC COM NEW 46120E602 1,464 2,644 SH Sole 2,644 INVACARE CORP COM 461203101 800 51,831 SH Sole 40,331 11,500 INVESCO LTD SHS G491BT108 1,266 56,030 SH Sole 56,030 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 1,613 175,300 SH Sole 144,400 30,900 INVESTORS REAL ESTATE TR SH BEN INT 461730103 1,169 147,400 SH Sole 129,000 18,400 IRIS INTL INC COM 46270W105 200 17,700 SH Sole 17,700 ISHARES TR RUSL 2000 VALU 464287630 3,731 53,000 SH Sole 53,000 ISIS PHARMACEUTICALS INC COM 464330109 295 24,600 SH Sole 24,600 ITC HLDGS CORP COM 465685105 4,008 58,170 SH Sole 58,170 ITRON INC COM 465741106 17,805 431,729 SH Sole 269,750 161,979 ITT EDUCATIONAL SERVICES INC COM 45068B109 777 12,790 SH Sole 12,790 J & J SNACK FOODS CORP COM 466032109 993 16,810 SH Sole 16,810 JACK IN THE BOX INC COM 466367109 1,263 45,285 SH Sole 45,285 JAMBA INC COM 47023A101 368 188,700 SH Sole 188,700 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,351 52,230 SH Sole 48,430 3,800 JOHN BEAN TECHNOLOGIES CORP COM 477839104 255 18,800 SH Sole 10,400 8,400 JOHNSON & JOHNSON COM 478160104 95,997 1,420,910 SH Sole 920,510 500,400 JONES LANG LASALLE INC COM 48020Q107 4,188 59,510 SH Sole 57,410 2,100 JPMORGAN CHASE & CO COM 46625H100 14,646 409,900 SH Sole 354,500 55,400 KADANT INC COM 48282T104 974 41,550 SH Sole 37,450 4,100 KAISER ALUMINUM CORP COM PAR $0.01 483007704 2,549 49,165 SH Sole 37,865 11,300 KANSAS CITY SOUTHERN COM NEW 485170302 1,897 27,270 SH Sole 27,270 KBR INC COM 48242W106 21,774 881,200 SH Sole 630,730 250,470 KELLY SVCS INC CL A 488152208 204 15,800 SH Sole 8,900 6,900 KENEXA CORP COM 488879107 914 31,470 SH Sole 31,470 KEYCORP NEW COM 493267108 5,667 732,200 SH Sole 732,200 KFORCE INC COM 493732101 175 13,000 SH Sole 7,400 5,600 KID BRANDS INC 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526107107 249 5,340 SH Sole 5,340 LEXMARK INTL NEW CL A 529771107 4,486 168,790 SH Sole 73,790 95,000 LIBERTY PPTY TR SH BEN INT 531172104 3,781 102,620 SH Sole 57,820 44,800 LILLY ELI & CO COM 532457108 60,878 1,418,730 SH Sole 901,230 517,500 LIMITED BRANDS INC COM 532716107 19,661 462,279 SH Sole 345,700 116,579 LINCOLN EDL SVCS CORP COM 533535100 764 117,599 SH Sole 108,899 8,700 LINCOLN NATL CORP IND COM 534187109 1,794 82,030 SH Sole 82,030 LINKEDIN CORP COM CL A 53578A108 7,589 71,410 SH Sole 51,750 19,660 LIQUIDITY SERVICES INC COM 53635B107 8,892 173,748 SH Sole 142,448 31,300 LOCAL COM CORP COM 53954R105 217 89,640 SH Sole 89,640 LOCKHEED MARTIN CORP COM 539830109 35,987 413,266 SH Sole 269,880 143,386 LOGMEIN INC COM 54142L109 896 29,360 SH Sole 29,360 LO-JACK CORP COM 539451104 281 93,164 SH Sole 93,164 LORILLARD INC COM 544147101 27,501 208,423 SH Sole 161,093 47,330 LSI CORPORATION COM 502161102 37,492 5,885,737 SH Sole 3,949,100 1,936,637 LTX-CREDENCE CORP COM NEW 502403207 1,331 198,700 SH Sole 181,100 17,600 MACK CALI RLTY CORP COM 554489104 1,612 55,450 SH Sole 55,450 MACYS INC COM 55616P104 1,189 34,610 SH Sole 34,610 MADISON SQUARE GARDEN CO CL A 55826P100 538 14,360 SH Sole 14,360 MAGELLAN HEALTH SVCS INC COM NEW 559079207 6,522 143,874 SH Sole 95,259 48,615 MAIDEN HOLDINGS LTD SHS G5753U112 1,864 214,765 SH Sole 182,286 32,479 MANHATTAN ASSOCS INC COM 562750109 306 6,700 SH Sole 6,700 MANPOWERGROUP INC COM 56418H100 7,472 203,870 SH Sole 198,970 4,900 MARATHON OIL CORP COM 565849106 884 34,570 SH Sole 34,570 MARATHON PETE CORP COM 56585A102 16,332 363,580 SH Sole 255,180 108,400 MARCHEX INC CL B 56624R108 390 108,000 SH Sole 108,000 MARKEL CORP COM 570535104 204 461 SH Sole 327 134 MARKETAXESS HLDGS INC COM 57060D108 6,524 244,910 SH Sole 176,110 68,800 MARRIOTT INTL INC NEW CL A 571903202 13,806 352,184 SH Sole 263,384 88,800 MARTEN TRANS LTD COM 573075108 585 27,500 SH Sole 22,200 5,300 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 20,453 1,813,217 SH Sole 919,280 893,937 MASTERCARD INC CL A 57636Q104 59,964 139,416 SH Sole 87,916 51,500 MATERION CORP COM 576690101 721 31,300 SH Sole 21,000 10,300 MATTSON TECHNOLOGY INC COM 577223100 577 329,820 SH Sole 316,420 13,400 MAXIM INTEGRATED PRODS INC COM 57772K101 28,073 1,094,886 SH Sole 696,120 398,766 MAXIMUS INC COM 577933104 4,874 94,186 SH Sole 70,420 23,766 MCCLATCHY CO CL A 579489105 288 131,100 SH Sole 123,600 7,500 MCCORMICK & CO INC COM NON VTG 579780206 2,358 38,880 SH Sole 38,880 MCDONALDS CORP COM 580135101 202 2,284 SH Sole 2,284 MCGRATH RENTCORP COM 580589109 755 28,500 SH Sole 14,500 14,000 MCGRAW HILL COS INC COM 580645109 30,021 667,131 SH Sole 408,080 259,051 MCKESSON CORP COM 58155Q103 2,464 26,280 SH Sole 26,280 MEAD JOHNSON NUTRITION CO COM 582839106 13,378 166,170 SH Sole 132,670 33,500 MEADOWBROOK INS GROUP INC COM 58319P108 111 12,600 SH Sole 7,600 5,000 MEADWESTVACO CORP COM 583334107 888 30,890 SH Sole 30,890 MEDASSETS INC COM 584045108 604 44,900 SH Sole 11,500 33,400 MEDICAL PPTYS TRUST INC COM 58463J304 654 68,000 SH Sole 68,000 MEDICINES CO COM 584688105 3,113 135,696 SH Sole 112,596 23,100 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 1,241 36,340 SH Sole 36,340 MEDLEY CAP CORP COM 58503F106 238 19,805 SH Sole 17,305 2,500 MEDTRONIC INC COM 585055106 5,287 136,500 SH Sole 68,100 68,400 MELA SCIENCES INC COM 55277R100 62 19,107 SH Sole 19,107 MENTOR GRAPHICS CORP COM 587200106 15,144 1,009,617 SH Sole 632,951 376,666 MERITOR INC COM 59001K100 584 111,829 SH Sole 92,329 19,500 METABOLIX INC COM 591018809 278 150,481 SH Sole 144,265 6,216 METLIFE INC COM 59156R108 3,555 115,250 SH Sole 115,250 METROPCS COMMUNICATIONS INC COM 591708102 1,313 217,000 SH Sole 135,600 81,400 MICROS SYS INC COM 594901100 3,217 62,827 SH Sole 62,827 MICROSOFT CORP COM 594918104 122,289 3,997,695 SH Sole 2,490,095 1,507,600 MICROSTRATEGY INC CL A NEW 594972408 5,337 41,098 SH Sole 32,828 8,270 MIDDLEBY CORP COM 596278101 428 4,300 SH Sole 4,300 MINDSPEED TECHNOLOGIES INC COM NEW 602682205 923 375,137 SH Sole 311,600 63,537 MINERALS TECHNOLOGIES INC COM 603158106 1,066 16,720 SH Sole 16,720 MKS INSTRUMENT INC COM 55306N104 3,647 126,359 SH Sole 77,900 48,459 MODINE MFG CO COM 607828100 734 105,900 SH Sole 85,800 20,100 MOLEX INC COM 608554101 7,312 305,440 SH Sole 270,540 34,900 MOLINA HEALTHCARE INC COM 60855R100 10,381 442,489 SH Sole 292,940 149,549 MONOLITHIC PWR SYS INC COM 609839105 266 13,410 SH Sole 13,410 MONSTER BEVERAGE CORP COM 611740101 57,130 802,390 SH Sole 520,790 281,600 MONTPELIER RE HOLDINGS LTD SHS G62185106 7,303 343,004 SH Sole 212,399 130,605 MOODYS CORP COM 615369105 1,243 34,000 SH Sole 34,000 MOOG INC CL A 615394202 2,481 60,000 SH Sole 55,800 4,200 MORNINGSTAR INC COM 617700109 1,027 17,748 SH Sole 14,648 3,100 MOTOROLA SOLUTIONS INC COM NEW 620076307 40,831 848,699 SH Sole 484,659 364,040 MOVADO GROUP INC COM 624580106 2,736 109,351 SH Sole 69,551 39,800 MOVE INC COM NEW 62458M207 1,320 145,180 SH Sole 133,580 11,600 MUELLER INDS INC COM 624756102 1,149 26,980 SH Sole 16,600 10,380 MULTIMEDIA GAMES HLDG CO INC COM 625453105 3,853 275,249 SH Sole 200,357 74,892 MURPHY OIL CORP COM 626717102 5,505 109,470 SH Sole 109,470 MYR GROUP INC DEL COM 55405W104 536 31,400 SH Sole 22,200 9,200 NABI BIOPHARMACEUTICALS COM 629519109 294 185,841 SH Sole 185,841 NABORS INDUSTRIES LTD SHS G6359F103 4,432 307,810 SH Sole 307,810 NACCO INDS INC CL A 629579103 3,834 32,978 SH Sole 25,848 7,130 NANOSPHERE INC COM 63009F105 382 173,600 SH Sole 173,600 NASH FINCH CO COM 631158102 956 44,510 SH Sole 40,410 4,100 NATIONAL AMERN UNIV HLDGS IN COM 63245Q105 245 56,882 SH Sole 56,882 NATIONAL HEALTH INVS INC COM 63633D104 688 13,520 SH Sole 7,100 6,420 NATURAL GAS SERVICES GROUP COM 63886Q109 777 52,459 SH Sole 48,459 4,000 NATURES SUNSHINE PRODUCTS IN COM 639027101 719 47,600 SH Sole 45,500 2,100 NATUS MEDICAL INC DEL COM 639050103 158 13,600 SH Sole 1,000 12,600 NAVIGANT CONSULTING INC COM 63935N107 286 22,660 SH Sole 16,160 6,500 NCR CORP NEW COM 62886E108 16,189 712,226 SH Sole 390,785 321,441 NEENAH PAPER INC COM 640079109 530 19,871 SH Sole 16,071 3,800 NETAPP INC COM 64110D104 9,790 307,680 SH Sole 239,980 67,700 NETSUITE INC COM 64118Q107 10,157 185,454 SH Sole 161,254 24,200 NEUTRAL TANDEM INC COM 64128B108 167 12,700 SH Sole 500 12,200 NEW JERSEY RES COM 646025106 3,457 79,279 SH Sole 43,590 35,689 NEW YORK & CO INC COM 649295102 296 84,914 SH Sole 84,914 NEWMARKET CORP COM 651587107 457 2,109 SH Sole 2,109 NEWMONT MINING CORP COM 651639106 12,588 259,490 SH Sole 116,690 142,800 NEWPORT CORP COM 651824104 236 19,600 SH Sole 2,400 17,200 NIELSEN HOLDINGS N V COM N63218106 3,683 140,465 SH Sole 129,165 11,300 NIKE INC CL B 654106103 2,466 28,090 SH Sole 28,090 NISOURCE INC COM 65473P105 2,698 109,020 SH Sole 109,020 NOBLE ENERGY INC COM 655044105 35,704 420,943 SH Sole 265,643 155,300 NORANDA ALUM HLDG CORP COM 65542W107 236 29,600 SH Sole 5,800 23,800 NORDSON CORP COM 655663102 8,227 160,400 SH Sole 133,500 26,900 NORFOLK SOUTHERN CORP COM 655844108 784 10,930 SH Sole 10,930 NORTHEAST UTILS COM 664397106 241 6,200 SH Sole 6,200 NORTHERN TR CORP COM 665859104 1,012 21,980 SH Sole 21,980 NORTHROP GRUMMAN CORP COM 666807102 13,332 209,000 SH Sole 72,000 137,000 NORTHSTAR RLTY FIN CORP COM 66704R100 1,166 223,301 SH Sole 162,901 60,400 NORTHWEST PIPE CO COM 667746101 419 17,288 SH Sole 17,288 NORTHWESTERN CORP COM NEW 668074305 1,993 54,310 SH Sole 49,210 5,100 NOVATEL WIRELESS INC COM NEW 66987M604 255 102,400 SH Sole 102,400 NU SKIN ENTERPRISES INC CL A 67018T105 35,244 751,475 SH Sole 452,260 299,215 NUVASIVE INC COM 670704105 3,112 122,700 SH Sole 112,100 10,600 NV ENERGY INC COM 67073Y106 12,702 722,500 SH Sole 653,100 69,400 NVIDIA CORP COM 67066G104 8,089 585,300 SH Sole 585,300 NVR INC COM 62944T105 1,454 1,710 SH Sole 1,710 O REILLY AUTOMOTIVE INC NEW COM 67103H107 19,052 227,437 SH Sole 174,890 52,547 OBAGI MEDICAL PRODUCTS INC COM 67423R108 173 11,303 SH Sole 11,303 OCCIDENTAL PETE CORP DEL COM 674599105 642 7,490 SH Sole 7,490 OCEANEERING INTL INC COM 675232102 25,422 531,166 SH Sole 350,666 180,500 OCLARO INC COM NEW 67555N206 407 133,810 SH Sole 89,200 44,610 OGE ENERGY CORP COM 670837103 1,037 20,030 SH Sole 20,030 OLD DOMINION FGHT LINES INC COM 679580100 203 4,700 SH Sole 4,700 OLYMPIC STEEL INC COM 68162K106 404 24,600 SH Sole 24,600 OMNICARE INC COM 681904108 1,107 35,449 SH Sole 35,449 OMNICELL INC COM 68213N109 249 17,009 SH Sole 1,700 15,309 OMNIVISION TECHNOLOGIES INC COM 682128103 834 62,500 SH Sole 62,500 OMNOVA SOLUTIONS INC COM 682129101 664 88,080 SH Sole 87,280 800 ONEOK INC NEW COM 682680103 7,117 168,200 SH Sole 168,200 ONLINE RES CORP COM 68273G101 306 125,841 SH Sole 125,841 ORBITAL SCIENCES CORP COM 685564106 3,866 299,211 SH Sole 204,425 94,786 ORION ENERGY SYSTEMS INC COM 686275108 89 40,306 SH Sole 40,306 ORTHOFIX INTL N V COM N6748L102 2,073 50,262 SH Sole 31,100 19,162 OSI SYSTEMS INC COM 671044105 263 4,160 SH Sole 4,160 OVERSEAS SHIPHOLDING GROUP I COM 690368105 1,166 104,994 SH Sole 71,294 33,700 OXFORD INDS INC COM 691497309 1,509 33,750 SH Sole 20,950 12,800 PACKAGING CORP AMER COM 695156109 4,228 149,700 SH Sole 149,700 PACWEST BANCORP DEL COM 695263103 980 41,410 SH Sole 28,710 12,700 PANERA BREAD CO CL A 69840W108 34,310 246,054 SH Sole 134,364 111,690 PAPA JOHNS INTL INC COM 698813102 6,014 126,422 SH Sole 92,768 33,654 PAR TECHNOLOGY CORP COM 698884103 266 53,860 SH Sole 53,860 PARKWAY PPTYS INC COM 70159Q104 683 59,680 SH Sole 56,880 2,800 PARTNERRE LTD COM G6852T105 27,233 359,889 SH Sole 200,910 158,979 PATTERSON UTI ENERGY INC COM 703481101 16,019 1,100,199 SH Sole 667,070 433,129 PC-TEL INC COM 69325Q105 323 49,863 SH Sole 49,863 PDF SOLUTIONS INC COM 693282105 867 87,839 SH Sole 87,839 PDI INC COM 69329V100 89 10,844 SH Sole 10,844 PDL BIOPHARMA INC COM 69329Y104 3,383 510,200 SH Sole 378,500 131,700 PENN VA CORP COM 707882106 4,571 622,694 SH Sole 454,400 168,294 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 1,134 75,730 SH Sole 75,730 PEOPLES UNITED FINANCIAL INC COM 712704105 4,414 380,200 SH Sole 189,200 191,000 PEPCO HOLDINGS INC COM 713291102 217 11,090 SH Sole 11,090 PERICOM SEMICONDUCTOR CORP COM 713831105 214 23,800 SH Sole 23,800 PERVASIVE SOFTWARE INC COM 715710109 190 25,373 SH Sole 25,373 PETSMART INC COM 716768106 28,420 416,831 SH Sole 281,631 135,200 PFIZER INC COM 717081103 2,585 112,400 SH Sole 112,400 PHARMATHENE INC COM 71714G102 219 157,771 SH Sole 157,771 PHARMERICA CORP COM 71714F104 1,326 121,473 SH Sole 69,510 51,963 PHH CORP COM NEW 693320202 10,664 610,046 SH Sole 322,746 287,300 PHILIP MORRIS INTL INC COM 718172109 8,097 92,790 SH Sole 88,090 4,700 PIER 1 IMPORTS INC COM 720279108 366 22,300 SH Sole 22,300 PINNACLE WEST CAP CORP COM 723484101 7,580 146,495 SH Sole 119,936 26,559 PIONEER DRILLING CO COM 723655106 82 10,321 SH Sole 10,321 PLANTRONICS INC NEW COM 727493108 9,308 278,690 SH Sole 158,600 120,090 PLEXUS CORP COM 729132100 403 14,300 SH Sole 14,300 PMC-SIERRA INC COM 69344F106 1,405 228,800 SH Sole 228,800 PNM RES INC COM 69349H107 4,566 233,700 SH Sole 233,700 POLARIS INDS INC COM 731068102 34,346 480,500 SH Sole 329,518 150,982 POLYCOM INC COM 73172K104 3,602 342,360 SH Sole 299,260 43,100 PORTLAND GEN ELEC CO COM NEW 736508847 848 31,800 SH Sole 31,800 POST PPTYS INC COM 737464107 259 5,290 SH Sole 5,290 POWELL INDS INC COM 739128106 654 17,500 SH Sole 16,000 1,500 POZEN INC COM 73941U102 912 146,347 SH Sole 122,947 23,400 PPG INDS INC COM 693506107 43,924 413,912 SH Sole 304,079 109,833 PPL CORP COM 69351T106 2,141 77,000 SH Sole 77,000 PRAXAIR INC COM 74005P104 325 2,990 SH Sole 550 2,440 PRESSTEK INC COM 741113104 7 15,596 SH Sole 15,596 PRICE T ROWE GROUP INC COM 74144T108 1,108 17,600 SH Sole 17,600 PRICELINE COM INC COM NEW 741503403 1,971 2,966 SH Sole 2,966 PRIMORIS SVCS CORP COM 74164F103 1,965 163,743 SH Sole 105,590 58,153 PRINCIPAL FINL GROUP INC COM 74251V102 296 11,270 SH Sole 11,270 PROASSURANCE CORP COM 74267C106 8,772 98,462 SH Sole 56,070 42,392 PROCTER & GAMBLE CO COM 742718109 25,618 418,248 SH Sole 331,848 86,400 PROGENICS PHARMACEUTICALS IN COM 743187106 852 87,133 SH Sole 81,433 5,700 PROGRESS SOFTWARE CORP COM 743312100 844 40,427 SH Sole 40,427 PROS HOLDINGS INC COM 74346Y103 241 14,338 SH Sole 8,338 6,000 PROTECTIVE LIFE CORP COM 743674103 1,391 47,310 SH Sole 47,310 PRUDENTIAL FINL INC COM 744320102 26,841 554,230 SH Sole 352,030 202,200 PUBLIC STORAGE COM 74460D109 6,330 43,834 SH Sole 43,834 PULSE ELECTRONICS CORP COM 74586W106 317 160,737 SH Sole 160,737 PVH CORP COM 693656100 4,845 62,280 SH Sole 62,280 QAD INC CL A 74727D306 475 33,438 SH Sole 33,438 QLIK TECHNOLOGIES INC COM 74733T105 1,033 46,700 SH Sole 24,300 22,400 QLOGIC CORP COM 747277101 2,916 212,990 SH Sole 162,190 50,800 QUAD / GRAPHICS INC COM CL A 747301109 778 54,101 SH Sole 34,780 19,321 QUALCOMM INC COM 747525103 4,197 75,370 SH Sole 75,370 QUALITY DISTR INC FLA COM 74756M102 203 18,300 SH Sole 18,300 QUESTCOR PHARMACEUTICALS INC COM 74835Y101 961 18,050 SH Sole 18,050 RACKSPACE HOSTING INC COM 750086100 212 4,830 SH Sole 4,830 RADISYS CORP COM 750459109 564 89,790 SH Sole 89,790 RALPH LAUREN CORP CL A 751212101 10,294 73,500 SH Sole 55,320 18,180 RAVEN INDS INC COM 754212108 278 4,000 SH Sole 4,000 RAYTHEON CO COM NEW 755111507 16,032 283,303 SH Sole 153,160 130,143 RBC BEARINGS INC COM 75524B104 828 17,500 SH Sole 17,200 300 REACHLOCAL INC COM 75525F104 1,003 91,205 SH Sole 86,205 5,000 REALNETWORKS INC COM NEW 75605L708 526 60,914 SH Sole 58,164 2,750 RED ROBIN GOURMET BURGERS IN COM 75689M101 778 25,502 SH Sole 25,502 REGAL ENTMT GROUP CL A 758766109 3,748 272,420 SH Sole 223,920 48,500 REGIONS FINANCIAL CORP NEW COM 7591EP100 1,836 272,000 SH Sole 272,000 REINSURANCE GROUP AMER INC COM NEW 759351604 7,762 145,877 SH Sole 67,200 78,677 RENTECH INC COM 760112102 1,531 743,295 SH Sole 597,495 145,800 RESMED INC COM 761152107 1,039 33,300 SH Sole 33,300 REX AMERICAN RESOURCES CORP COM 761624105 324 16,600 SH Sole 16,600 RIGEL PHARMACEUTICALS INC COM NEW 766559603 689 74,088 SH Sole 74,088 RITE AID CORP COM 767754104 200 143,200 SH Sole 37,600 105,600 RLI CORP COM 749607107 4,156 60,934 SH Sole 35,643 25,291 ROBERT HALF INTL INC COM 770323103 2,777 97,200 SH Sole 97,200 ROCKWOOD HLDGS INC COM 774415103 10,452 235,671 SH Sole 128,330 107,341 ROSETTA RESOURCES INC COM 777779307 4,055 110,740 SH Sole 98,340 12,400 ROSETTA STONE INC COM 777780107 149 10,800 SH Sole 4,300 6,500 ROSS STORES INC COM 778296103 43,894 702,641 SH Sole 487,841 214,800 RPX CORP COM 74972G103 1,344 93,635 SH Sole 62,935 30,700 RTI BIOLOGICS INC COM 74975N105 1,009 268,400 SH Sole 248,700 19,700 RUDOLPH TECHNOLOGIES INC COM 781270103 119 13,700 SH Sole 3,800 9,900 RUE21 INC COM 781295100 575 22,770 SH Sole 22,770 RYDER SYS INC COM 783549108 17,458 484,809 SH Sole 295,489 189,320 SAFETY INS GROUP INC COM 78648T100 744 18,300 SH Sole 16,500 1,800 SAFEWAY INC COM NEW 786514208 4,340 239,120 SH Sole 189,320 49,800 SAIA INC COM 78709Y105 1,823 83,268 SH Sole 71,968 11,300 SAIC INC COM 78390X101 23,858 1,968,462 SH Sole 1,426,605 541,857 SANFILIPPO JOHN B & SON INC COM 800422107 190 10,640 SH Sole 10,640 SANGAMO BIOSCIENCES INC COM 800677106 68 12,300 SH Sole 12,300 SANMINA SCI CORP COM NEW 800907206 291 35,530 SH Sole 3,430 32,100 SANTARUS INC COM 802817304 252 35,500 SH Sole 2,900 32,600 SCHOLASTIC CORP COM 807066105 7,458 265,044 SH Sole 189,615 75,429 SCHULMAN A INC COM 808194104 403 20,320 SH Sole 20,320 SCIQUEST INC NEW COM 80908T101 587 32,694 SH Sole 32,694 SEACHANGE INTL INC COM 811699107 993 120,665 SH Sole 113,465 7,200 SELECT COMFORT CORP COM 81616X103 495 23,640 SH Sole 23,640 SELECTIVE INS GROUP INC COM 816300107 2,663 152,968 SH Sole 135,968 17,000 SENECA FOODS CORP NEW CL A 817070501 205 7,613 SH Sole 7,613 SENSIENT TECHNOLOGIES CORP COM 81725T100 1,157 31,500 SH Sole 31,500 SHAW GROUP INC COM 820280105 15,561 569,800 SH Sole 286,330 283,470 SHERWIN WILLIAMS CO COM 824348106 14,120 106,685 SH Sole 87,355 19,330 SHORETEL INC COM 825211105 1,343 306,571 SH Sole 282,871 23,700 SHUFFLE MASTER INC COM 825549108 254 18,400 SH Sole 18,400 SIGMA DESIGNS INC COM 826565103 654 102,477 SH Sole 85,877 16,600 SIGNATURE BK NEW YORK N Y COM 82669G104 951 15,590 SH Sole 15,590 SILGAN HOLDINGS INC COM 827048109 5,114 119,801 SH Sole 98,409 21,392 SILICON IMAGE INC COM 82705T102 4,857 1,177,512 SH Sole 867,002 310,510 SILICON LABORATORIES INC COM 826919102 10,148 268,112 SH Sole 201,700 66,412 SIMON PPTY GROUP INC NEW COM 828806109 2,856 18,350 SH Sole 11,168 7,182 SINCLAIR BROADCAST GROUP INC CL A 829226109 900 99,310 SH Sole 99,310 SKYWEST INC COM 830879102 527 80,700 SH Sole 55,500 25,200 SM ENERGY CO COM 78454L100 21,856 445,038 SH Sole 303,780 141,258 SMITH & WESSON HLDG CORP COM 831756101 2,858 344,085 SH Sole 283,300 60,785 SMITH A O COM 831865209 6,875 140,627 SH Sole 113,025 27,602 SMITH MICRO SOFTWARE INC COM 832154108 492 267,249 SH Sole 250,449 16,800 SONUS NETWORKS INC COM 835916107 408 190,100 SH Sole 74,600 115,500 SOVRAN SELF STORAGE INC COM 84610H108 2,853 56,950 SH Sole 56,950 SPANSION INC COM CL A NEW 84649R200 1,720 156,672 SH Sole 122,355 34,317 SPARTAN STORES INC COM 846822104 829 45,700 SH Sole 41,600 4,100 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2,124 12,400 SH Sole 12,400 SPECTRANETICS CORP COM 84760C107 981 85,866 SH Sole 85,866 STANCORP FINL GROUP INC COM 852891100 394 10,600 SH Sole 10,600 STANDARD MTR PRODS INC COM 853666105 615 43,671 SH Sole 17,200 26,471 STANDARD PARKING CORP COM 853790103 343 15,930 SH Sole 15,930 STANDARD REGISTER CO COM 853887107 156 259,589 SH Sole 259,589 STARBUCKS CORP COM 855244109 470 8,820 SH Sole 8,820 STATE BK FINL CORP COM 856190103 1,291 85,130 SH Sole 78,330 6,800 STATE STR CORP COM 857477103 29,386 658,290 SH Sole 335,380 322,910 STEMCELLS INC COM NEW 85857R204 56 68,540 SH Sole 68,540 STEREOTAXIS INC COM 85916J102 94 449,346 SH Sole 449,346 STONE ENERGY CORP COM 861642106 1,561 61,600 SH Sole 47,100 14,500 STONERIDGE INC COM 86183P102 375 55,020 SH Sole 52,220 2,800 STRATEGIC HOTELS & RESORTS I COM 86272T106 747 115,600 SH Sole 115,600 STRAYER ED INC COM 863236105 807 7,400 SH Sole 7,400 STRYKER CORP COM 863667101 6,063 110,030 SH Sole 76,730 33,300 SUNESIS PHARMACEUTICALS INC COM NEW 867328601 38 13,100 SH Sole 13,100 SUNPOWER CORP COM 867652406 1,261 263,029 SH Sole 185,129 77,900 SUPERIOR ENERGY SVCS INC COM 868157108 9,883 488,550 SH Sole 263,350 225,200 SUPERVALU INC COM 868536103 10,536 2,033,940 SH Sole 999,200 1,034,740 SUPPORT COM INC COM 86858W101 38 11,902 SH Sole 11,902 SURMODICS INC COM 868873100 401 23,197 SH Sole 23,197 SUSSER HLDGS CORP COM 869233106 1,313 35,320 SH Sole 35,320 SVB FINL GROUP COM 78486Q101 3,745 63,770 SH Sole 63,770 SWIFT TRANSN CO CL A 87074U101 2,834 299,900 SH Sole 201,500 98,400 SYKES ENTERPRISES INC COM 871237103 1,073 67,400 SH Sole 55,600 11,800 SYMANTEC CORP COM 871503108 8,742 598,380 SH Sole 539,680 58,700 SYMETRA FINL CORP COM 87151Q106 406 32,200 SH Sole 32,200 SYNAPTICS INC COM 87157D109 2,578 90,060 SH Sole 73,160 16,900 SYNOPSYS INC COM 871607107 12,400 421,349 SH Sole 288,133 133,216 SYNTA PHARMACEUTICALS CORP COM 87162T206 439 80,176 SH Sole 67,976 12,200 TARGA RES CORP COM 87612G101 7,314 171,280 SH Sole 111,480 59,800 TARGACEPT INC COM 87611R306 422 98,251 SH Sole 73,400 24,851 TASER INTL INC COM 87651B104 1,310 250,000 SH Sole 223,700 26,300 TEAM HEALTH HOLDINGS INC COM 87817A107 4,576 189,958 SH Sole 171,958 18,000 TEAM INC COM 878155100 209 6,700 SH Sole 6,700 TECH DATA CORP COM 878237106 2,829 58,730 SH Sole 37,930 20,800 TECUMSEH PRODS CO CL A 878895200 270 53,409 SH Sole 53,409 TEEKAY TANKERS LTD CL A Y8565N102 760 166,700 SH Sole 166,700 TELECOMMUNICATION SYS INC CL A 87929J103 139 113,100 SH Sole 113,100 TELEFLEX INC COM 879369106 818 13,437 SH Sole 13,437 TELENAV INC COM 879455103 388 63,343 SH Sole 55,743 7,600 TELEPHONE & DATA SYS INC COM NEW 879433829 12,094 568,081 SH Sole 421,307 146,774 TELLABS INC COM 879664100 14,606 4,386,093 SH Sole 3,209,948 1,176,145 TENNANT CO COM 880345103 400 10,000 SH Sole 900 9,100 TERADATA CORP DEL COM 88076W103 4,961 68,890 SH Sole 68,890 TESORO CORP COM 881609101 311 12,450 SH Sole 12,450 TESSCO TECHNOLOGIES INC COM 872386107 461 20,900 SH Sole 18,100 2,800 TESSERA TECHNOLOGIES INC COM 88164L100 4,408 286,822 SH Sole 197,099 89,723 TETRA TECH INC NEW COM 88162G103 5,502 210,981 SH Sole 171,481 39,500 TEXAS ROADHOUSE INC COM 882681109 7,267 395,050 SH Sole 319,350 75,700 TEXTRON INC COM 883203101 14,271 573,830 SH Sole 573,830 TGC INDS INC COM NEW 872417308 545 56,135 SH Sole 47,315 8,820 THERMO FISHER SCIENTIFIC INC COM 883556102 840 16,180 SH Sole 16,180 THL CR INC COM 872438106 190 14,100 SH Sole 14,100 THORATEC CORP COM NEW 885175307 8,963 266,920 SH Sole 242,120 24,800 THQ INC COM NEW 872443403 301 485,900 SH Sole 485,900 TIDEWATER INC COM 886423102 635 13,700 SH Sole 9,100 4,600 TIME WARNER CABLE INC COM 88732J207 43,838 533,958 SH Sole 335,500 198,458 TITAN INTL INC ILL COM 88830M102 497 20,262 SH Sole 20,262 TIVO INC COM 888706108 233 28,200 SH Sole 28,200 TJX COS INC NEW COM 872540109 51,918 1,209,360 SH Sole 753,610 455,750 TMS INTL CORP CL A 87261Q103 131 13,109 SH Sole 13,109 TNS INC COM 872960109 501 27,930 SH Sole 21,930 6,000 TOTAL SYS SVCS INC COM 891906109 16,799 702,017 SH Sole 508,707 193,310 TOWER INTL INC COM 891826109 169 16,100 SH Sole 16,100 TOWERS WATSON & CO CL A 891894107 593 9,900 SH Sole 9,900 TPC GROUP INC COM 89236Y104 2,548 68,960 SH Sole 57,860 11,100 TRACTOR SUPPLY CO COM 892356106 5,490 66,100 SH Sole 66,100 TRAVELERS COMPANIES INC COM 89417E109 31,031 486,075 SH Sole 326,990 159,085 TRUE RELIGION APPAREL INC COM 89784N104 10,016 345,611 SH Sole 225,612 119,999 TRUEBLUE INC COM 89785X101 955 61,700 SH Sole 61,700 TUPPERWARE BRANDS CORP COM 899896104 15,569 284,320 SH Sole 203,050 81,270 TW TELECOM INC COM 87311L104 498 19,400 SH Sole 19,400 TYLER TECHNOLOGIES INC COM 902252105 2,904 71,971 SH Sole 49,271 22,700 TYSON FOODS INC CL A 902494103 7,275 386,340 SH Sole 202,040 184,300 UBIQUITI NETWORKS INC COM 90347A100 5,230 366,986 SH Sole 200,140 166,846 UIL HLDG CORP COM 902748102 1,474 41,100 SH Sole 41,100 ULTA SALON COSMETCS & FRAG I COM 90384S303 36,173 387,379 SH Sole 256,779 130,600 ULTRALIFE CORP COM 903899102 215 55,591 SH Sole 55,591 UNIFIRST CORP MASS COM 904708104 720 11,300 SH Sole 10,500 800 UNION PAC CORP COM 907818108 23,014 192,890 SH Sole 143,330 49,560 UNISYS CORP COM NEW 909214306 3,630 185,700 SH Sole 161,200 24,500 UNIT CORP COM 909218109 3,026 82,040 SH Sole 66,940 15,100 UNITED FIRE GROUP INC COM 910340108 860 40,300 SH Sole 37,700 2,600 UNITED ONLINE INC COM 911268100 1,716 406,705 SH Sole 356,305 50,400 UNITED STATES CELLULAR CORP COM 911684108 2,123 54,960 SH Sole 41,160 13,800 UNITED THERAPEUTICS CORP DEL COM 91307C102 6,128 124,104 SH Sole 124,104 UNIVERSAL AMERN CORP NEW COM 91338E101 2,633 250,062 SH Sole 205,429 44,633 UNIVERSAL ELECTRS INC COM 913483103 158 12,000 SH Sole 12,000 UNIVERSAL INS HLDGS INC COM 91359V107 202 59,162 SH Sole 59,162 UNIVERSAL TECHNICAL INST INC COM 913915104 486 36,000 SH Sole 27,300 8,700 UNUM GROUP COM 91529Y106 1,236 64,600 SH Sole 64,600 UNWIRED PLANET INC NEW COM 91531F103 845 367,403 SH Sole 342,303 25,100 URS CORP NEW COM 903236107 23,765 681,348 SH Sole 438,431 242,917 US ECOLOGY INC COM 91732J102 839 47,306 SH Sole 42,406 4,900 USEC INC COM 90333E108 349 352,200 SH Sole 352,200 UTI WORLDWIDE INC ORD G87210103 5,815 398,034 SH Sole 266,380 131,654 V F CORP COM 918204108 7,392 55,391 SH Sole 32,711 22,680 VAALCO ENERGY INC COM NEW 91851C201 364 42,200 SH Sole 42,200 VALERO ENERGY CORP NEW COM 91913Y100 897 37,140 SH Sole 37,140 VALIDUS HOLDINGS LTD COM SHS G9319H102 25,339 791,090 SH Sole 481,190 309,900 VALSPAR CORP COM 920355104 24,258 462,152 SH Sole 336,144 126,008 VASCULAR SOLUTIONS INC COM 92231M109 568 45,238 SH Sole 45,238 VECTREN CORP COM 92240G101 1,122 38,020 SH Sole 38,020 VERISK ANALYTICS INC CL A 92345Y106 2,650 53,800 SH Sole 53,800 VIACOM INC NEW CL B 92553P201 23,540 500,640 SH Sole 396,540 104,100 VIAD CORP COM NEW 92552R406 247 12,361 SH Sole 12,361 VICOR CORP COM 925815102 410 59,069 SH Sole 59,069 VISA INC COM CL A 92826C839 8,146 65,890 SH Sole 47,590 18,300 VISTEON CORP COM NEW 92839U206 2,662 70,980 SH Sole 42,780 28,200 VMWARE INC CL A COM 928563402 23,910 262,630 SH Sole 160,530 102,100 VOXX INTL CORP CL A 91829F104 1,066 114,400 SH Sole 98,700 15,700 W & T OFFSHORE INC COM 92922P106 3,697 241,620 SH Sole 207,420 34,200 WABTEC CORP COM 929740108 9,383 120,280 SH Sole 109,050 11,230 WADDELL & REED FINL INC CL A 930059100 31,459 1,038,939 SH Sole 664,820 374,119 WALGREEN CO COM 931422109 949 32,070 SH Sole 32,070 WASHINGTON BKG CO OAK HBR WA COM 937303105 270 19,400 SH Sole 19,400 WASHINGTON POST CO CL B 939640108 3,953 10,574 SH Sole 6,374 4,200 WATSCO INC COM 942622200 1,232 16,700 SH Sole 13,200 3,500 WATSON PHARMACEUTICALS INC COM 942683103 2,449 33,100 SH Sole 33,100 WATTS WATER TECHNOLOGIES INC CL A 942749102 720 21,600 SH Sole 21,600 WAUSAU PAPER CORP COM 943315101 145 14,900 SH Sole 14,900 WEBSENSE INC COM 947684106 256 13,690 SH Sole 13,690 WEBSTER FINL CORP CONN COM 947890109 2,793 128,960 SH Sole 128,960 WELLCARE HEALTH PLANS INC COM 94946T106 21,349 402,816 SH Sole 244,200 158,616 WELLPOINT INC COM 94973V107 25,607 401,434 SH Sole 257,910 143,524 WELLS FARGO & CO NEW COM 949746101 2,931 87,650 SH Sole 87,650 WERNER ENTERPRISES INC COM 950755108 6,775 283,600 SH Sole 211,000 72,600 WESTAR ENERGY INC COM 95709T100 1,793 59,850 SH Sole 48,950 10,900 WESTERN DIGITAL CORP COM 958102105 27,276 894,875 SH Sole 552,960 341,915 WESTERN REFNG INC COM 959319104 11,439 513,650 SH Sole 342,750 170,900 WESTERN UN CO COM 959802109 3,602 213,900 SH Sole 213,900 WHIRLPOOL CORP COM 963320106 2,128 34,800 SH Sole 34,800 WHITE MTNS INS GROUP LTD COM G9618E107 2,511 4,812 SH Sole 1,452 3,360 WHITING PETE CORP NEW COM 966387102 17,405 423,270 SH Sole 221,370 201,900 WILEY JOHN & SONS INC CL A 968223206 3,462 70,671 SH Sole 70,671 WILLIAMS SONOMA INC COM 969904101 2,505 71,640 SH Sole 71,640 WILSHIRE BANCORP INC COM 97186T108 711 129,900 SH Sole 105,100 24,800 WISDOMTREE INVTS INC COM 97717P104 554 84,300 SH Sole 63,300 21,000 WMS INDS INC COM 929297109 837 41,960 SH Sole 41,960 WOLVERINE WORLD WIDE INC COM 978097103 547 14,100 SH Sole 14,100 WORLD ACCEP CORP DEL COM 981419104 1,051 15,970 SH Sole 15,970 WORLD WRESTLING ENTMT INC CL A 98156Q108 405 51,800 SH Sole 29,900 21,900 WORTHINGTON INDS INC COM 981811102 311 15,200 SH Sole 15,200 XCEL ENERGY INC COM 98389B100 5,969 210,100 SH Sole 210,100 XENOPORT INC COM 98411C100 704 116,540 SH Sole 97,900 18,640 XO GROUP INC COM 983772104 639 72,000 SH Sole 64,200 7,800 XYRATEX LTD COM G98268108 424 37,480 SH Sole 29,980 7,500 YUM BRANDS INC COM 988498101 42,254 655,922 SH Sole 416,630 239,292

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