The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3D Systems Corp (DDD) | COM | 88554D205 | 1,952 | 44,476 | SH | SOLE | 44,476 | 0 | 0 | ||
AFC Enterprises (AFCE) | COM | 00104Q107 | 2,399 | 66,751 | SH | SOLE | 66,751 | 0 | 0 | ||
AMC Networks (AMCX) | COM | 00164V103 | 1,623 | 24,843 | SH | SOLE | 24,843 | 0 | 0 | ||
AMN Healthcare Services Inc (A | COM | 001744101 | 2,290 | 159,930 | SH | SOLE | 159,930 | 0 | 0 | ||
Achillion Pharmaceuticals Inc | COM | 00448Q201 | 9,581 | 1,171,327 | SH | SOLE | 592,627 | 0 | 578,700 | ||
Acxiom Corp (ACXM) | COM | 005125109 | 2,387 | 105,254 | SH | SOLE | 105,254 | 0 | 0 | ||
Advisory Board Co Inc (ABCO) | COM | 00762W107 | 3,431 | 62,776 | SH | SOLE | 62,776 | 0 | 0 | ||
Affiliated Managers Group (AMG | COM | 008252108 | 460 | 2,803 | SH | SOLE | 2,803 | 0 | 0 | ||
Akorn Inc (AKRX) | COM | 009728106 | 2,651 | 196,060 | SH | SOLE | 196,060 | 0 | 0 | ||
Alaska Airgroup (ALK) | COM | 011659109 | 3,290 | 63,268 | SH | SOLE | 63,268 | 0 | 0 | ||
Alexion Pharm.Inc (ALXN) | COM | 015351109 | 535 | 5,805 | SH | SOLE | 5,805 | 0 | 0 | ||
Amazon.com Inc. (AMZN) | COM | 023135106 | 463 | 1,666 | SH | SOLE | 1,666 | 0 | 0 | ||
America's Car Mart Inc (CRMT) | COM | 03062T105 | 3,753 | 86,800 | SH | SOLE | 26,800 | 0 | 60,000 | ||
American Axle & Manufac. Hldg. | COM | 024061103 | 2,062 | 110,703 | SH | SOLE | 110,703 | 0 | 0 | ||
American Woodmark Corp (AMWD) | COM | 030506109 | 8,321 | 239,800 | SH | SOLE | 81,400 | 0 | 158,400 | ||
Ametek Inc (AME) | COM | 031100100 | 714 | 16,870 | SH | SOLE | 16,870 | 0 | 0 | ||
Apple Inc. (AAPL) | COM | 037833100 | 608 | 1,534 | SH | SOLE | 1,534 | 0 | 0 | ||
Arctic Cat (ACAT) | COM | 039670104 | 13,973 | 310,649 | SH | SOLE | 145,649 | 0 | 165,000 | ||
Asbury Automotive Grp (ABG) | COM | 043436104 | 2,227 | 55,543 | SH | SOLE | 55,543 | 0 | 0 | ||
AtriCure (ATRC) | COM | 04963C209 | 1,805 | 189,959 | SH | SOLE | 189,959 | 0 | 0 | ||
Avis Budget Group (CAR) | COM | 053774105 | 2,066 | 71,867 | SH | SOLE | 71,867 | 0 | 0 | ||
Basic Energy Services Inc(BAS) | COM | 06985P100 | 9,503 | 785,993 | SH | SOLE | 384,193 | 0 | 401,800 | ||
BioMarin Pharmaceutical (BMRN) | COM | 09061G101 | 296 | 5,306 | SH | SOLE | 5,306 | 0 | 0 | ||
Bioscrip (BIOS) | COM | 09069N108 | 3,306 | 200,359 | SH | SOLE | 200,359 | 0 | 0 | ||
Black Diamond (BDE) | COM | 09202G101 | 3,861 | 411,200 | SH | SOLE | 140,500 | 0 | 270,700 | ||
Boingo Wireless (WIFI) | COM | 09739C102 | 3,010 | 484,700 | SH | SOLE | 163,000 | 0 | 321,700 | ||
Boston Beer Company (SAM) | COM | 100557107 | 1,162 | 6,810 | SH | SOLE | 6,810 | 0 | 0 | ||
Broadcom Corp (BRCM) | COM | 111320107 | 493 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
Brown and Brown Inc (BRO) | COM | 115236101 | 1,223 | 37,946 | SH | SOLE | 37,946 | 0 | 0 | ||
Builders Firstsource (BLDR) | COM | 12008R107 | 9,763 | 1,632,645 | SH | SOLE | 721,245 | 0 | 911,400 | ||
CBS Corp (CBS) | COM | 124857202 | 558 | 11,409 | SH | SOLE | 11,409 | 0 | 0 | ||
CDW Corp. (CDW) | COM | 12514G108 | 465 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CPI Aerostructures(CVU) | COM | 125919308 | 1,399 | 128,900 | SH | SOLE | 0 | 0 | 128,900 | ||
CT Partners Exec. Search (CTP) | COM | 22945C105 | 1,424 | 325,200 | SH | SOLE | 0 | 0 | 325,200 | ||
CUI Global (CUI) | COM | 126576206 | 4,443 | 800,600 | SH | SOLE | 269,200 | 0 | 531,400 | ||
Cabela's (CAB) | COM | 126804301 | 538 | 8,310 | SH | SOLE | 8,310 | 0 | 0 | ||
Cadence Pharmaceuticals (CADX) | COM | 12738T100 | 3,137 | 460,000 | SH | SOLE | 0 | 0 | 460,000 | ||
Callidus Software, Inc. (CALD) | COM | 13123E500 | 6,916 | 1,049,400 | SH | SOLE | 354,900 | 0 | 694,500 | ||
Cameron International Corp. (C | COM | 13342B105 | 1,317 | 21,527 | SH | SOLE | 21,527 | 0 | 0 | ||
Cardiovascular Systems (CSII) | COM | 141619106 | 5,590 | 263,700 | SH | SOLE | 89,200 | 0 | 174,500 | ||
Carmax Inc (KMX) | COM | 143130102 | 1,760 | 38,137 | SH | SOLE | 38,137 | 0 | 0 | ||
Celadon Group (CGI) | COM | 150838100 | 10,140 | 555,600 | SH | SOLE | 190,400 | 0 | 365,200 | ||
Celldex Therapeutics (CLDX) | COM | 15117B103 | 3,957 | 253,517 | SH | SOLE | 253,517 | 0 | 0 | ||
Cerner Corp (CERN) | COM | 156782104 | 334 | 3,479 | SH | SOLE | 3,479 | 0 | 0 | ||
Chef Warehouse (CHEF) | COM | 163086101 | 4,773 | 277,518 | SH | SOLE | 95,600 | 0 | 181,918 | ||
Chicago Bridge & Iron Co. (CBI | COM | 167250109 | 597 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
Chuy's Holdings (CHUY) | COM | 171604101 | 9,980 | 260,300 | SH | SOLE | 97,300 | 0 | 163,000 | ||
Citrix Systems (CTXS) | COM | 177376100 | 804 | 13,317 | SH | SOLE | 13,317 | 0 | 0 | ||
Clovis Oncology(CLVS) | COM | 189464100 | 20,787 | 310,340 | SH | SOLE | 148,540 | 0 | 161,800 | ||
Coach Inc (COH) | COM | 189754104 | 383 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
Cogent Communications Grp (CCO | COM | 19239V302 | 1,826 | 64,850 | SH | SOLE | 64,850 | 0 | 0 | ||
Commercial Vehicle Group (CVGI | COM | 202608105 | 2,675 | 358,600 | SH | SOLE | 121,300 | 0 | 237,300 | ||
Commvault Inc(CVLT) | COM | 204166102 | 3,601 | 47,444 | SH | SOLE | 47,444 | 0 | 0 | ||
Concur Technologies Inc(CNQR) | COM | 206708109 | 659 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
Conns Inc (CONN) | COM | 208242107 | 4,762 | 92,007 | SH | SOLE | 92,007 | 0 | 0 | ||
Costco Wholesale Corp (COST) | COM | 22160K105 | 1,017 | 9,194 | SH | SOLE | 9,194 | 0 | 0 | ||
Cree Research (CREE) | COM | 225447101 | 698 | 10,936 | SH | SOLE | 10,936 | 0 | 0 | ||
Cyan (CYNI) | COM | 23247W104 | 1,179 | 112,870 | SH | SOLE | 112,870 | 0 | 0 | ||
Cynosure (CYNO) | COM | 232577205 | 8,906 | 342,800 | SH | SOLE | 118,600 | 0 | 224,200 | ||
CyrusOne (CONE) | COM | 23283R100 | 1,607 | 77,470 | SH | SOLE | 77,470 | 0 | 0 | ||
D.R. Horton (DHI) | COM | 23331A109 | 1,027 | 48,247 | SH | SOLE | 48,247 | 0 | 0 | ||
DXP Enterprises(DXPE) | COM | 233377407 | 14,958 | 224,600 | SH | SOLE | 76,200 | 0 | 148,400 | ||
Datalink (DTLK) | COM | 237934104 | 5,338 | 501,700 | SH | SOLE | 170,100 | 0 | 331,600 | ||
Del Frisco's Restaurant Group | COM | 245077102 | 6,468 | 302,100 | SH | SOLE | 108,600 | 0 | 193,500 | ||
Delphi Automotive (DLPH) | COM | G27823106 | 447 | 8,823 | SH | SOLE | 8,823 | 0 | 0 | ||
Discovery Communications (DISC | COM | 25470F104 | 1,542 | 19,962 | SH | SOLE | 19,962 | 0 | 0 | ||
Diversified Restaurant Holding | COM | 25532M105 | 2,952 | 370,900 | SH | SOLE | 125,500 | 0 | 245,400 | ||
Dril Quip (DRQ) | COM | 262037104 | 2,240 | 24,812 | SH | SOLE | 24,812 | 0 | 0 | ||
Dunkin' Brands (DNKN) | COM | 265504100 | 2,441 | 56,995 | SH | SOLE | 56,995 | 0 | 0 | ||
Eagle Materials (EXP) | COM | 26969P108 | 750 | 11,314 | SH | SOLE | 11,314 | 0 | 0 | ||
Ebay Inc (EBAY) | COM | 278642103 | 485 | 9,370 | SH | SOLE | 9,370 | 0 | 0 | ||
Edwards Group (EVAC) | COM | 281736108 | 1,487 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
Enanta Pharmaceuticals (ENTA) | COM | 29251M106 | 4,654 | 262,800 | SH | SOLE | 174,600 | 0 | 88,200 | ||
Envestnet, Inc. (ENV) | COM | 29404K106 | 10,241 | 416,300 | SH | SOLE | 142,600 | 0 | 273,700 | ||
Evertec Inc (EVTC) | COM | 30040P103 | 5,307 | 241,564 | SH | SOLE | 78,264 | 0 | 163,300 | ||
Exar Corp (EXAR) | COM | 300645108 | 4,530 | 420,600 | SH | SOLE | 150,500 | 0 | 270,100 | ||
Fabrinet (FN) | COM | G3323L100 | 2,285 | 163,200 | SH | SOLE | 62,900 | 0 | 100,300 | ||
Fidelity National Info. Srvcs. | COM | 31620M106 | 442 | 10,312 | SH | SOLE | 10,312 | 0 | 0 | ||
Fiesta Rest. Group (FRGI) | COM | 31660B101 | 13,366 | 389,050 | SH | SOLE | 173,950 | 0 | 215,100 | ||
Finisar (FNSR) | COM | 31787A507 | 858 | 50,611 | SH | SOLE | 50,611 | 0 | 0 | ||
Fleetcor Technologies (FLT) | COM | 339041105 | 529 | 6,508 | SH | SOLE | 6,508 | 0 | 0 | ||
Fleetmatics Grp (FLTX) | COM | G35569105 | 6,430 | 193,500 | SH | SOLE | 65,700 | 0 | 127,800 | ||
Flowserve Corp (FLS) | COM | 34354P105 | 519 | 9,612 | SH | SOLE | 9,612 | 0 | 0 | ||
Fluidigm Corp. (FLDM) | COM | 34385P108 | 1,473 | 84,341 | SH | SOLE | 84,341 | 0 | 0 | ||
Formfactor Inc (FORM) | COM | 346375108 | 3,610 | 534,800 | SH | SOLE | 180,400 | 0 | 354,400 | ||
Fortinet Inc (FTNT) | COM | 34959E109 | 283 | 16,200 | SH | SOLE | 16,200 | 0 | 0 | ||
Genesee&Wyoming (GWR) | COM | 371559105 | 2,640 | 31,112 | SH | SOLE | 31,112 | 0 | 0 | ||
Gentherm (THRM) | COM | 37253A103 | 8,132 | 437,900 | SH | SOLE | 147,000 | 0 | 290,900 | ||
Gigamon (GIMO) | COM | 37518B102 | 6,278 | 227,800 | SH | SOLE | 76,600 | 0 | 151,200 | ||
Gogo Inc. (GOGO) | COM | 38046C109 | 6,985 | 500,000 | SH | SOLE | 165,800 | 0 | 334,200 | ||
Grainger W.W. Inc (GWW) | COM | 384802104 | 288 | 1,143 | SH | SOLE | 1,143 | 0 | 0 | ||
Greenbrier(GBX) | COM | 393657101 | 8,542 | 350,500 | SH | SOLE | 128,500 | 0 | 222,000 | ||
Guidewire Software (GWRE) | COM | 40171V100 | 993 | 23,617 | SH | SOLE | 23,617 | 0 | 0 | ||
Gulfport Energy (GPOR) | COM | 402635304 | 2,041 | 43,332 | SH | SOLE | 43,332 | 0 | 0 | ||
H & E Equipment Services (HEES | COM | 404030108 | 2,204 | 104,583 | SH | SOLE | 104,583 | 0 | 0 | ||
Health Care Services (HCSG) | COM | 421906108 | 589 | 24,029 | SH | SOLE | 24,029 | 0 | 0 | ||
Healthstream Inc (HSTM) | COM | 42222N103 | 11,398 | 450,154 | SH | SOLE | 209,254 | 0 | 240,900 | ||
Heartland Payments Systems (HP | COM | 42235N108 | 1,450 | 38,936 | SH | SOLE | 38,936 | 0 | 0 | ||
Helix Energy Solutions (HLX) | COM | 42330P107 | 2,129 | 92,396 | SH | SOLE | 92,396 | 0 | 0 | ||
Hershey Foods Corp (HSY) | COM | 427866108 | 988 | 11,068 | SH | SOLE | 11,068 | 0 | 0 | ||
Home Bancshares (HOMB) | COM | 436893200 | 2,364 | 91,022 | SH | SOLE | 91,022 | 0 | 0 | ||
Hornbeck Offshore Inc Services | COM | 440543106 | 2,244 | 41,951 | SH | SOLE | 41,951 | 0 | 0 | ||
Hubbell Inc (HUBB) | COM | 443510201 | 279 | 2,818 | SH | SOLE | 2,818 | 0 | 0 | ||
Hunt (JB) Transport Srvcs Inc | COM | 445658107 | 2,068 | 28,628 | SH | SOLE | 28,628 | 0 | 0 | ||
Huron Consulting (HURN) | COM | 447462102 | 2,425 | 52,437 | SH | SOLE | 52,437 | 0 | 0 | ||
ICG Group (ICGE) | COM | 44928D108 | 4,340 | 380,700 | SH | SOLE | 128,900 | 0 | 251,800 | ||
Icon Plc (ICLR) | COM | G4705A100 | 585 | 16,520 | SH | SOLE | 16,520 | 0 | 0 | ||
Illumina (ILMN) | COM | 452327109 | 1,639 | 21,899 | SH | SOLE | 21,899 | 0 | 0 | ||
Imperva Inc. (IMPV) | COM | 45321L100 | 6,625 | 147,100 | SH | SOLE | 50,100 | 0 | 97,000 | ||
Incontact (SAAS) | COM | 45336E109 | 6,248 | 760,100 | SH | SOLE | 283,700 | 0 | 476,400 | ||
Infoblox (BLOX) | COM | 45672H104 | 8,351 | 285,400 | SH | SOLE | 103,700 | 0 | 181,700 | ||
Innerworking Inc (INWK) | COM | 45773Y105 | 6,841 | 630,545 | SH | SOLE | 308,645 | 0 | 321,900 | ||
Inter Parfums Inc (IPAR) | COM | 458334109 | 3,625 | 127,100 | SH | SOLE | 84,500 | 0 | 42,600 | ||
Interxion Holdings (INXN) | COM | N47279109 | 6,595 | 252,400 | SH | SOLE | 85,500 | 0 | 166,900 | ||
Intuit (INTU) | COM | 461202103 | 265 | 4,334 | SH | SOLE | 4,334 | 0 | 0 | ||
Inventure Group, Inc.(SNAK) | COM | 461212102 | 3,347 | 400,300 | SH | SOLE | 136,200 | 0 | 264,100 | ||
Ishares Russell 2000 Growth In | COM | 464287648 | 424 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
Ixia (XXIA) | COM | 45071R109 | 7,698 | 418,391 | SH | SOLE | 205,291 | 0 | 213,100 | ||
KLA-Tencor (KLAC) | COM | 482480100 | 502 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
Kalobios Pharmaceuticals (KBIO | COM | 48344T100 | 2,338 | 413,000 | SH | SOLE | 140,000 | 0 | 273,000 | ||
Kansas City Southern (KSU) | COM | 485170302 | 1,686 | 15,916 | SH | SOLE | 15,916 | 0 | 0 | ||
Kirby Corp (KEX) | COM | 497266106 | 1,250 | 15,721 | SH | SOLE | 15,721 | 0 | 0 | ||
Kirklands(KIRK) | COM | 497498105 | 6,089 | 353,000 | SH | SOLE | 120,500 | 0 | 232,500 | ||
Kraft Foods Group (KRFT) | COM | 50076Q106 | 696 | 12,461 | SH | SOLE | 12,461 | 0 | 0 | ||
Krispy Kreme Doughnuts (KKD) | COM | 501014104 | 2,312 | 132,489 | SH | SOLE | 132,489 | 0 | 0 | ||
Lam Research (LRCX) | COM | 512807108 | 607 | 13,700 | SH | SOLE | 13,700 | 0 | 0 | ||
Las Vegas Sands Corp(LVS) | COM | 517834107 | 413 | 7,800 | SH | SOLE | 7,800 | 0 | 0 | ||
Liberty Global Class A (LBTYA) | COM | G5480U104 | 627 | 8,535 | SH | SOLE | 8,535 | 0 | 0 | ||
Liberty Global Class C (LBTYK) | COM | G5480U120 | 433 | 6,373 | SH | SOLE | 6,373 | 0 | 0 | ||
LinkedIn (LNKD) | COM | 53578A108 | 678 | 3,801 | SH | SOLE | 3,801 | 0 | 0 | ||
LipoScience (LPDX) | COM | 53630M108 | 3,970 | 568,000 | SH | SOLE | 192,600 | 0 | 375,400 | ||
Lululemon Athletica Inc(LULU) | COM | 550021109 | 943 | 14,400 | SH | SOLE | 14,400 | 0 | 0 | ||
Lumos Networks Corp (LMOS) | COM | 550283105 | 3,738 | 218,598 | SH | SOLE | 73,731 | 0 | 144,867 | ||
M/I Schottenstein Homes (MHO) | COM | 55305B101 | 6,932 | 301,900 | SH | SOLE | 100,500 | 0 | 201,400 | ||
MagnaChip Semiconductor (MX) | COM | 55933J203 | 8,558 | 468,410 | SH | SOLE | 231,135 | 0 | 237,275 | ||
Marriott Vacations Worldwide ( | COM | 57164Y107 | 2,372 | 54,848 | SH | SOLE | 54,848 | 0 | 0 | ||
Martin Transport (MRTN) | COM | 573075108 | 7,766 | 495,600 | SH | SOLE | 172,200 | 0 | 323,400 | ||
Medidata Solutions (MDSO) | COM | 58471A105 | 3,512 | 45,343 | SH | SOLE | 45,343 | 0 | 0 | ||
Medivation (MDVN) | COM | 58501N101 | 217 | 4,405 | SH | SOLE | 4,405 | 0 | 0 | ||
Michael Kors (KORS) | COM | G60754101 | 2,099 | 33,850 | SH | SOLE | 33,850 | 0 | 0 | ||
Micros Systems Inc (MCRS) | COM | 594901100 | 401 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
Model N (MODN) | COM | 607525102 | 7,013 | 300,199 | SH | SOLE | 136,799 | 0 | 163,400 | ||
Molina Healthcare(MOH) | COM | 60855R100 | 7,059 | 189,849 | SH | SOLE | 66,050 | 0 | 123,799 | ||
Monolithic Power (MPWR) | COM | 609839105 | 1,568 | 65,050 | SH | SOLE | 65,050 | 0 | 0 | ||
Monsanto (MON) | COM | 61166W101 | 314 | 3,179 | SH | SOLE | 3,179 | 0 | 0 | ||
Movado Group (MOV) | COM | 624580106 | 10,115 | 299,000 | SH | SOLE | 101,400 | 0 | 197,600 | ||
Move Inc (MOVE) | COM | 62458M207 | 9,997 | 779,800 | SH | SOLE | 264,700 | 0 | 515,100 | ||
Multimedia Games (MGAM) | COM | 625453105 | 13,669 | 524,300 | SH | SOLE | 178,900 | 0 | 345,400 | ||
NCI Building Systems (NCS) | COM | 628852204 | 5,980 | 391,100 | SH | SOLE | 131,800 | 0 | 259,300 | ||
NXP Semi NV(NXPI) | COM | N6596X109 | 575 | 18,522 | SH | SOLE | 18,522 | 0 | 0 | ||
Nanometrics Inc (NANO) | COM | 630077105 | 4,769 | 325,100 | SH | SOLE | 110,200 | 0 | 214,900 | ||
National Oil Well Varco, Inc. | COM | 637071101 | 682 | 9,900 | SH | SOLE | 9,900 | 0 | 0 | ||
Natural Grocers (NGVC) | COM | 63888U108 | 15,893 | 512,662 | SH | SOLE | 220,162 | 0 | 292,500 | ||
Nautilus Group (NLS) | COM | 63910B102 | 2,411 | 277,500 | SH | SOLE | 104,700 | 0 | 172,800 | ||
Net Flix.com (NFLX) | COM | 64110L106 | 486 | 2,303 | SH | SOLE | 2,303 | 0 | 0 | ||
NetApp Inc. (NTAP) | COM | 64110D104 | 692 | 18,313 | SH | SOLE | 18,313 | 0 | 0 | ||
NetSuite (N) | COM | 64118Q107 | 506 | 5,514 | SH | SOLE | 5,514 | 0 | 0 | ||
NewLink Genetics Corp (NLNK) | COM | 651511107 | 6,975 | 353,700 | SH | SOLE | 119,700 | 0 | 234,000 | ||
Nexstar Broadcasting Group (NX | COM | 65336K103 | 1,746 | 49,235 | SH | SOLE | 49,235 | 0 | 0 | ||
Noodles & Co. (NDLS) | COM | 65540B105 | 3,307 | 90,000 | SH | SOLE | 30,100 | 0 | 59,900 | ||
Nordstrom Inc. (JWN) | COM | 655664100 | 240 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
Nova Measuring Instruments (NV | COM | M7516K103 | 6,586 | 727,768 | SH | SOLE | 347,368 | 0 | 380,400 | ||
Novadaq Technologies (NVDQ) | COM | 66987G102 | 4,038 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
NuPathe Inc (PATH) | COM | 67059M100 | 1,226 | 400,800 | SH | SOLE | 142,100 | 0 | 258,700 | ||
Oasis Petroleum(OAS) | COM | 674215108 | 2,633 | 67,741 | SH | SOLE | 67,741 | 0 | 0 | ||
Occidental Petroleum Corp (OXY | COM | 674599105 | 714 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
Ocwen Financial Corp (OCN) | COM | 675746309 | 941 | 22,829 | SH | SOLE | 22,829 | 0 | 0 | ||
Official Payments Corp (OPAY) | COM | 67623R106 | 1,359 | 198,400 | SH | SOLE | 131,900 | 0 | 66,500 | ||
Old Dominion Freight Inc (ODFL | COM | 679580100 | 2,499 | 60,033 | SH | SOLE | 60,033 | 0 | 0 | ||
On Assignment (ASGN) | COM | 682159108 | 2,765 | 103,494 | SH | SOLE | 103,494 | 0 | 0 | ||
Onxy Pharmaceuticals Inc. (ONX | COM | 683399109 | 417 | 4,806 | SH | SOLE | 4,806 | 0 | 0 | ||
PGT (PGTI) | COM | 69336V101 | 4,666 | 538,200 | SH | SOLE | 181,500 | 0 | 356,700 | ||
PPG Industries (PPG) | COM | 693506107 | 425 | 2,903 | SH | SOLE | 2,903 | 0 | 0 | ||
Pacer Int'l Inc (PACR) | COM | 69373H106 | 5,952 | 943,300 | SH | SOLE | 322,800 | 0 | 620,500 | ||
Pacira Pharm. Inc(PCRX) | COM | 695127100 | 22,090 | 761,709 | SH | SOLE | 351,509 | 0 | 410,200 | ||
Panera Bread Co. (PNRA) | COM | 69840W108 | 1,735 | 9,329 | SH | SOLE | 9,329 | 0 | 0 | ||
PennyMac Financial Services (P | COM | 70932B101 | 5,917 | 278,200 | SH | SOLE | 94,000 | 0 | 184,200 | ||
Penske Automotive(PAG) | COM | 70959W103 | 3,692 | 120,884 | SH | SOLE | 120,884 | 0 | 0 | ||
Perrigo (PRGO) | COM | 714290103 | 274 | 2,264 | SH | SOLE | 2,264 | 0 | 0 | ||
Pioneer Energy Services Corp.( | COM | 723664108 | 4,525 | 683,500 | SH | SOLE | 234,200 | 0 | 449,300 | ||
Pioneer Natural Resources (PXD | COM | 723787107 | 565 | 3,905 | SH | SOLE | 3,905 | 0 | 0 | ||
Plum Creek Timber (PCL) | COM | 729251108 | 441 | 9,441 | SH | SOLE | 9,441 | 0 | 0 | ||
Ply Gem Hldgs (PGEM) | COM | 72941W100 | 1,421 | 70,862 | SH | SOLE | 70,862 | 0 | 0 | ||
Polaris Industries (PII) | COM | 731068102 | 1,075 | 11,314 | SH | SOLE | 11,314 | 0 | 0 | ||
Precision Castparts (PCP) | COM | 740189105 | 853 | 3,772 | SH | SOLE | 3,772 | 0 | 0 | ||
Procera Inc(PKT) | COM | 74269U203 | 5,930 | 431,900 | SH | SOLE | 146,100 | 0 | 285,800 | ||
ProofPoint (PFPT) | COM | 743424103 | 11,843 | 488,384 | SH | SOLE | 232,084 | 0 | 256,300 | ||
Pros Holdings (PRO) | COM | 74346Y103 | 1,570 | 52,436 | SH | SOLE | 52,436 | 0 | 0 | ||
Qualcomm (QCOM) | COM | 747525103 | 773 | 12,655 | SH | SOLE | 12,655 | 0 | 0 | ||
Quanta Services (PWR) | COM | 74762E102 | 736 | 27,799 | SH | SOLE | 27,799 | 0 | 0 | ||
Quidel (QDEL) | COM | 74838J101 | 15,997 | 626,600 | SH | SOLE | 210,900 | 0 | 415,700 | ||
Quintiles Transnational Holdin | COM | 74876Y101 | 2,942 | 69,125 | SH | SOLE | 69,125 | 0 | 0 | ||
RDA Microelectronics (RDA) | COM | 749394102 | 5,589 | 504,400 | SH | SOLE | 170,800 | 0 | 333,600 | ||
Ralph Lauren Corporation(RL) | COM | 751212101 | 661 | 3,805 | SH | SOLE | 3,805 | 0 | 0 | ||
Red Robin Gourmet Burgers Inc( | COM | 75689M101 | 10,690 | 193,721 | SH | SOLE | 90,221 | 0 | 103,500 | ||
Regional Management(RM) | COM | 75902K106 | 8,939 | 357,557 | SH | SOLE | 120,500 | 0 | 237,057 | ||
Rentrak Corp (RENT) | COM | 760174102 | 10,208 | 508,602 | SH | SOLE | 237,238 | 0 | 271,364 | ||
Responsys Inc (MKTG) | COM | 761248103 | 6,391 | 446,600 | SH | SOLE | 149,900 | 0 | 296,700 | ||
RigNet Inc (RNET) | COM | 766582100 | 8,006 | 314,200 | SH | SOLE | 106,400 | 0 | 207,800 | ||
Roadrunner Transportation Inc( | COM | 76973Q105 | 13,440 | 482,775 | SH | SOLE | 237,575 | 0 | 245,200 | ||
Rockwell Medical Inc (RMTI) | COM | 774374102 | 1,835 | 508,300 | SH | SOLE | 173,700 | 0 | 334,600 | ||
Ross Stores (ROST) | COM | 778296103 | 286 | 4,416 | SH | SOLE | 4,416 | 0 | 0 | ||
Ruckus Wireless (RKUS) | COM | 781220108 | 3,091 | 241,300 | SH | SOLE | 82,200 | 0 | 159,100 | ||
Ruth's Hospitality (RUTH) | COM | 783332109 | 6,000 | 497,100 | SH | SOLE | 168,000 | 0 | 329,100 | ||
S&P Dep Rcpt (SPY) | COM | 78462F103 | 401 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
SAIA Inc. (SAIA) | COM | 78709Y105 | 3,406 | 113,659 | SH | SOLE | 113,659 | 0 | 0 | ||
SBA Comm. Corp. (SBAC) | COM | 78388J106 | 735 | 9,914 | SH | SOLE | 9,914 | 0 | 0 | ||
SPS Commerce (SPSC) | COM | 78463M107 | 20,912 | 380,214 | SH | SOLE | 175,114 | 0 | 205,100 | ||
Sandisk (SNDK) | COM | 80004C101 | 856 | 14,018 | SH | SOLE | 14,018 | 0 | 0 | ||
Santarus (SNTS) | COM | 802817304 | 2,079 | 98,768 | SH | SOLE | 98,768 | 0 | 0 | ||
Sarepta Therapeutics (SRPT) | COM | 803607100 | 2,589 | 68,054 | SH | SOLE | 68,054 | 0 | 0 | ||
SciQuest (SQI) | COM | 80908T101 | 7,152 | 285,500 | SH | SOLE | 96,600 | 0 | 188,900 | ||
Service Now (NOW) | COM | 81762P102 | 352 | 8,711 | SH | SOLE | 8,711 | 0 | 0 | ||
Silicon Laboratories (SLAB) | COM | 826919102 | 1,982 | 47,854 | SH | SOLE | 47,854 | 0 | 0 | ||
Sinclair Broadcast Grp (SBGI) | COM | 829226109 | 441 | 15,018 | SH | SOLE | 15,018 | 0 | 0 | ||
Six Flags Ent Inc(SIX) | COM | 83001A102 | 1,689 | 48,030 | SH | SOLE | 48,030 | 0 | 0 | ||
Solazyme Inc (SZYM) | COM | 83415T101 | 1,007 | 85,907 | SH | SOLE | 85,907 | 0 | 0 | ||
Sourcefire (FIRE) | COM | 83616T108 | 1,733 | 31,206 | SH | SOLE | 31,206 | 0 | 0 | ||
Spectranetics Corp (SPNC) | COM | 84760C107 | 22,062 | 1,181,069 | SH | SOLE | 558,169 | 0 | 622,900 | ||
Splunk (SPLK) | COM | 848637104 | 1,375 | 29,651 | SH | SOLE | 29,651 | 0 | 0 | ||
Starbucks Coffee (SBUX) | COM | 855244109 | 688 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
Starwood Hotels (HOT) | COM | 85590A401 | 614 | 9,712 | SH | SOLE | 9,712 | 0 | 0 | ||
Streamline Health Solutions (S | COM | 86323X106 | 3,380 | 514,400 | SH | SOLE | 176,500 | 0 | 337,900 | ||
Susser Holdings (SUSS) | COM | 869233106 | 3,426 | 71,548 | SH | SOLE | 71,548 | 0 | 0 | ||
Synergy Pharmaceuticals (SGYP) | COM | 871639308 | 4,137 | 957,700 | SH | SOLE | 322,400 | 0 | 635,300 | ||
Synergy Resources(SYRG) | COM | 87164P103 | 2,206 | 301,300 | SH | SOLE | 301,300 | 0 | 0 | ||
Syneron Medical (ELOS) | COM | M87245102 | 1,191 | 136,900 | SH | SOLE | 91,800 | 0 | 45,100 | ||
Tearlab (TEAR) | COM | 878193101 | 6,628 | 624,100 | SH | SOLE | 0 | 0 | 624,100 | ||
Textura Corp (TXTR) | COM | 883211104 | 2,612 | 100,430 | SH | SOLE | 100,430 | 0 | 0 | ||
The Mantitowoc Co. (MTW) | COM | 563571108 | 739 | 41,254 | SH | SOLE | 41,254 | 0 | 0 | ||
Thermo Fisher Scientific (TMO) | COM | 883556102 | 1,117 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
Tidewater (TDW) | COM | 886423102 | 684 | 12,015 | SH | SOLE | 12,015 | 0 | 0 | ||
Tile Shop Hldgs (TTS) | COM | 88677Q109 | 6,696 | 231,230 | SH | SOLE | 106,530 | 0 | 124,700 | ||
Tootsie Roll Industries (TR) | COM | 890516107 | 477 | 15,022 | SH | SOLE | 15,022 | 0 | 0 | ||
Town Sports Int'l Hldgs (CLUB) | COM | 89214A102 | 3,940 | 365,800 | SH | SOLE | 121,100 | 0 | 244,700 | ||
Tractor Supply Co (TSCO) | COM | 892356106 | 930 | 7,909 | SH | SOLE | 7,909 | 0 | 0 | ||
Travel Centers of America (TA) | COM | 894174101 | 5,402 | 493,800 | SH | SOLE | 166,600 | 0 | 327,200 | ||
Tremor Video Inc (TRMR) | COM | 89484Q100 | 1,800 | 200,000 | SH | SOLE | 68,800 | 0 | 131,200 | ||
Trex,Inc (TREX) | COM | 89531P105 | 2,856 | 60,148 | SH | SOLE | 60,148 | 0 | 0 | ||
TriState Capital Holdings (TSC | COM | 89678F100 | 6,297 | 458,000 | SH | SOLE | 154,900 | 0 | 303,100 | ||
Triangle Petroleum (TPLM) | COM | 89600B201 | 3,628 | 517,500 | SH | SOLE | 177,600 | 0 | 339,900 | ||
Trulia (TRLA) | COM | 897888103 | 2,153 | 69,238 | SH | SOLE | 69,238 | 0 | 0 | ||
U.S. Silica Holdings (SLCA) | COM | 90346E103 | 1,655 | 79,660 | SH | SOLE | 79,660 | 0 | 0 | ||
Ubiquiti Networks (UBNT) | COM | 90347A100 | 5,974 | 340,600 | SH | SOLE | 114,500 | 0 | 226,100 | ||
Ultimate Software Group (ULTI) | COM | 90385D107 | 1,698 | 14,479 | SH | SOLE | 14,479 | 0 | 0 | ||
Ultratech (UTEK) | COM | 904034105 | 1,176 | 32,030 | SH | SOLE | 32,030 | 0 | 0 | ||
Under Armour (UA) | COM | 904311107 | 299 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
UniPixel (UNXL) | COM | 904572203 | 1,421 | 96,900 | SH | SOLE | 32,800 | 0 | 64,100 | ||
United Rentals (URI) | COM | 911363109 | 999 | 20,026 | SH | SOLE | 20,026 | 0 | 0 | ||
Universal Stainless and Alloy | COM | 913837100 | 3,576 | 121,300 | SH | SOLE | 41,500 | 0 | 79,800 | ||
Universal Truckload Services ( | COM | 91388P105 | 2,941 | 122,000 | SH | SOLE | 0 | 0 | 122,000 | ||
Urban Outfitters (URBN) | COM | 917047102 | 1,241 | 30,845 | SH | SOLE | 30,845 | 0 | 0 | ||
Verisk Analytic Inc (VRSK) | COM | 92345Y106 | 484 | 8,110 | SH | SOLE | 8,110 | 0 | 0 | ||
Vertex Pharm (VRTX) | COM | 92532F100 | 839 | 10,474 | SH | SOLE | 10,474 | 0 | 0 | ||
Virtusa(VRTU) | COM | 92827P102 | 5,456 | 246,200 | SH | SOLE | 83,400 | 0 | 162,800 | ||
Vitran Corp (VTNC) | COM | 92850E107 | 2,712 | 414,700 | SH | SOLE | 141,200 | 0 | 273,500 | ||
WEB.com group(WWWW) | COM | 94733A104 | 4,662 | 182,100 | SH | SOLE | 61,300 | 0 | 120,800 | ||
WNS Holdings Ltd. (WNS) | COM | 92932M101 | 3,214 | 192,600 | SH | SOLE | 0 | 0 | 192,600 | ||
Wabash National Corp (WNC) | COM | 929566107 | 10,095 | 991,684 | SH | SOLE | 474,284 | 0 | 517,400 | ||
Wabtec Corp. (WAB) | COM | 929740108 | 4,267 | 79,866 | SH | SOLE | 79,866 | 0 | 0 | ||
Wageworks Inc (WAGE) | COM | 930427109 | 15,113 | 438,681 | SH | SOLE | 215,981 | 0 | 222,700 | ||
Waters Corp (WAT) | COM | 941848103 | 701 | 7,008 | SH | SOLE | 7,008 | 0 | 0 | ||
Western Digital Corp (WDC) | COM | 958102105 | 734 | 11,816 | SH | SOLE | 11,816 | 0 | 0 | ||
Westport Innovations Inc(WPRT) | COM | 960908309 | 2,930 | 87,379 | SH | SOLE | 87,379 | 0 | 0 | ||
Weyerhaeuser Co (WY) | COM | 962166104 | 696 | 24,419 | SH | SOLE | 24,419 | 0 | 0 | ||
Whole Foods Mkt (WFM) | COM | 966837106 | 2,489 | 48,347 | SH | SOLE | 48,347 | 0 | 0 | ||
Willbros Group, Inc. (WG) | COM | 969203108 | 4,028 | 656,100 | SH | SOLE | 220,600 | 0 | 435,500 | ||
William Lyon Home (WLH) | COM | 552074700 | 3,461 | 137,300 | SH | SOLE | 46,400 | 0 | 90,900 | ||
Winnebago Industries (WGO) | COM | 974637100 | 1,979 | 94,288 | SH | SOLE | 94,288 | 0 | 0 | ||
Wyndham Worldwide (WYN) | COM | 98310W108 | 395 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
iShares PHLX SOX Semiconductor | COM | 464287523 | 343 | 5,400 | SH | SOLE | 5,400 | 0 | 0 |