The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
21VIANET GROUP INC SPONSORED ADR 90138A103 35,130 2,130,388 SH   SOLE   2,054,435 0 75,953
3M CO COM 88579Y101 342,314 2,866,709 SH   SOLE   2,431,969 0 434,740
AARONS INC COM PAR $0.50 002535300 102,710 3,707,925 SH   SOLE   3,617,090 0 90,835
ACADIA HEALTHCARE COMPANY IN COM 00404A109 16,271 412,644 SH   SOLE   348,551 0 64,093
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 334,959 4,548,596 SH   SOLE   4,116,707 0 431,889
ACUITY BRANDS INC COM 00508Y102 82,587 897,485 SH   SOLE   757,968 0 139,517
ADTRAN INC COM 00738A106 119,423 4,482,859 SH   SOLE   4,123,950 0 358,909
ADVISORY BRD CO COM 00762W107 49,108 825,629 SH   SOLE   697,003 0 128,626
ALEXION PHARMACEUTICALS INC COM 015351109 269,128 2,316,877 SH   SOLE   2,201,177 0 115,700
ALLEGHANY CORP DEL COM 017175100 422,278 1,030,826 SH   SOLE   953,834 0 76,992
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 200,890 2,021,226 SH   SOLE   1,953,350 0 67,876
ALLSTATE CORP COM 020002101 384,134 7,599,093 SH   SOLE   7,076,983 0 522,110
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 27,065 422,823 SH   SOLE   357,005 0 65,818
ALTERA CORP COM 021441100 12,626 339,771 SH   SOLE   322,899 0 16,872
AMAZON COM INC COM 023135106 52,687 168,523 SH   SOLE   168,523 0 0
AMERICAN EXPRESS CO COM 025816109 317,957 4,210,240 SH   SOLE   3,562,652 0 647,588
AMERICAN VANGUARD CORP COM 030371108 16,735 621,648 SH   SOLE   571,800 0 49,848
AMETEK INC NEW COM 031100100 182,151 3,958,083 SH   SOLE   3,760,983 0 197,100
ANADARKO PETE CORP COM 032511107 59,788 642,953 SH   SOLE   642,953 0 0
ANALOG DEVICES INC COM 032654105 334,264 7,104,453 SH   SOLE   6,930,353 0 174,100
ANNALY CAP MGMT INC COM 035710409 153,943 13,293,834 SH   SOLE   11,435,864 0 1,857,970
ANNIES INC COM 03600T104 22,479 457,821 SH   SOLE   386,676 0 71,145
ANSYS INC COM 03662Q105 181,674 2,099,793 SH   SOLE   1,994,811 0 104,982
ANWORTH MORTGAGE ASSET CP COM 037347101 29,027 6,009,712 SH   SOLE   5,526,250 0 483,462
AON PLC SHS CL A G0408V102 1,136,140 15,262,492 SH   SOLE   13,988,226 0 1,274,266
APACHE CORP COM 037411105 111,268 1,306,878 SH   SOLE   863,498 0 443,380
APPLE INC COM 037833100 358,913 752,833 SH   SOLE   571,813 0 181,020
APPLIED MATLS INC COM 038222105 456,114 26,004,222 SH   SOLE   24,907,222 0 1,097,000
ARCH CAP GROUP LTD ORD G0450A105 1,185,069 21,893,012 SH   SOLE   19,839,785 0 2,053,227
ARIAD PHARMACEUTICALS INC COM 04033A100 52,579 2,857,580 SH   SOLE   2,538,610 0 318,970
ARM HLDGS PLC SPONSORED ADR 042068106 303,713 6,311,575 SH   SOLE   5,997,297 0 314,278
ARROW ELECTRS INC COM 042735100 427,818 8,815,541 SH   SOLE   8,516,266 0 299,275
ASTEC INDS INC COM 046224101 33,975 944,791 SH   SOLE   868,500 0 76,291
ATHENAHEALTH INC COM 04685W103 349,088 3,215,626 SH   SOLE   2,988,720 0 226,906
ATLANTIC TELE NETWORK INC COM NEW 049079205 40,665 780,077 SH   SOLE   717,600 0 62,477
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 49,318 1,069,573 SH   SOLE   984,000 0 85,573
AURICO GOLD INC COM 05155C105 17,344 4,552,303 SH   SOLE   4,187,550 0 364,753
AUTODESK INC COM 052769106 218,987 5,319,090 SH   SOLE   5,137,176 0 181,914
AVNET INC COM 053807103 456,873 10,953,569 SH   SOLE   10,263,164 0 690,405
AZZ INC COM 002474104 14,743 352,200 SH   SOLE   323,080 0 29,120
B/E AEROSPACE INC COM 073302101 5,422 73,453 SH   SOLE   54,853 0 18,600
BAIDU INC SPON ADR REP A 056752108 1,368,264 8,817,273 SH   SOLE   7,772,590 0 1,044,683
BAKER HUGHES INC COM 057224107 77,617 1,580,797 SH   SOLE   1,044,657 0 536,140
BANK NEW YORK MELLON CORP COM 064058100 467,750 15,493,526 SH   SOLE   12,822,494 0 2,671,032
BEACON ROOFING SUPPLY INC COM 073685109 89,682 2,432,371 SH   SOLE   2,054,718 0 377,653
BECTON DICKINSON & CO COM 075887109 137,826 1,377,983 SH   SOLE   1,344,383 0 33,600
BED BATH & BEYOND INC COM 075896100 281,774 3,642,368 SH   SOLE   3,553,068 0 89,300
BENCHMARK ELECTRS INC COM 08160H101 31,951 1,395,849 SH   SOLE   1,283,800 0 112,049
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,550 542,242 SH   SOLE   358,102 0 184,140
BERKSHIRE HILLS BANCORP INC COM 084680107 20,738 825,873 SH   SOLE   760,000 0 65,873
BIOGEN IDEC INC COM 09062X103 63,147 262,280 SH   SOLE   262,280 0 0
BLOCK H & R INC COM 093671105 253,655 9,514,442 SH   SOLE   9,280,966 0 233,476
BLUCORA INC COM 095229100 16,005 696,461 SH   SOLE   637,661 0 58,800
BORGWARNER INC COM 099724106 439,829 4,337,995 SH   SOLE   4,123,050 0 214,945
BRISTOL MYERS SQUIBB CO COM 110122108 12,523 270,596 SH   SOLE   270,596 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 155,212 4,888,552 SH   SOLE   4,768,945 0 119,607
BRUKER CORP COM 116794108 54,795 2,653,513 SH   SOLE   2,240,180 0 413,333
C D I CORP COM 125071100 1,552 101,400 SH   SOLE   92,946 0 8,454
C&J ENERGY SVCS INC COM 12467B304 21,443 1,067,873 SH   SOLE   982,300 0 85,573
CABELAS INC COM 126804301 111,308 1,765,953 SH   SOLE   1,677,853 0 88,100
CABOT OIL & GAS CORP COM 127097103 173,320 4,644,152 SH   SOLE   4,412,672 0 231,480
CACI INTL INC CL A 127190304 21,418 309,911 SH   SOLE   284,800 0 25,111
CAE INC COM 124765108 53,717 4,905,221 SH   SOLE   4,770,372 0 134,849
CAMPUS CREST CMNTYS INC COM 13466Y105 21,453 1,986,383 SH   SOLE   1,825,964 0 160,419
CANADIAN PAC RY LTD COM 13645T100 271,358 2,200,797 SH   SOLE   1,870,021 0 330,776
CAVIUM INC COM 14964U108 35,493 861,486 SH   SOLE   727,380 0 134,106
CELADON GROUP INC COM 150838100 16,399 878,350 SH   SOLE   807,521 0 70,829
CEMENTOS PACASMAYO S A A SPON ADR REP 5 15126Q109 8,705 744,039 SH   SOLE   641,987 0 102,052
CEPHEID COM 15670R107 325,994 8,350,265 SH   SOLE   7,737,789 0 612,476
CERNER CORP COM 156782104 498,451 9,485,269 SH   SOLE   9,070,364 0 414,905
CHART INDS INC COM PAR $0.01 16115Q308 297,110 2,414,742 SH   SOLE   2,237,117 0 177,625
CHEVRON CORP NEW COM 166764100 59,986 493,709 SH   SOLE   326,088 0 167,621
CHIPOTLE MEXICAN GRILL INC COM 169656105 267,516 624,016 SH   SOLE   592,795 0 31,221
CHUBB CORP COM 171232101 296,144 3,317,765 SH   SOLE   2,684,428 0 633,337
CIGNA CORPORATION COM 125509109 875,851 11,395,409 SH   SOLE   10,625,594 0 769,815
CIMAREX ENERGY CO COM 171798101 490,242 5,085,496 SH   SOLE   4,743,729 0 341,767
CISCO SYS INC COM 17275R102 294,718 12,584,040 SH   SOLE   10,218,559 0 2,365,481
CITIGROUP INC COM NEW 172967424 87,634 1,806,523 SH   SOLE   1,806,523 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 58,554 3,991,395 SH   SOLE   3,672,550 0 318,845
COACH INC COM 189754104 245,149 4,495,676 SH   SOLE   4,385,476 0 110,200
COGNEX CORP COM 192422103 103,509 3,300,676 SH   SOLE   2,791,614 0 509,062
COMCAST CORP NEW CL A 20030N101 8,414 186,349 SH   SOLE   139,100 0 47,249
COMFORT SYS USA INC COM 199908104 22,827 1,357,919 SH   SOLE   1,249,050 0 108,869
COMMVAULT SYSTEMS INC COM 204166102 192,674 2,193,720 SH   SOLE   1,963,446 0 230,274
COMSTOCK RES INC COM NEW 205768203 35,446 2,227,939 SH   SOLE   2,049,600 0 178,339
CONCUR TECHNOLOGIES INC COM 206708109 435,772 3,943,639 SH   SOLE   3,668,789 0 274,850
CONMED CORP COM 207410101 29,414 865,370 SH   SOLE   795,900 0 69,470
CONTROL4 CORP COM 21240D107 5,913 341,410 SH   SOLE   288,357 0 53,053
CORE LABORATORIES N V COM N22717107 160,775 950,149 SH   SOLE   902,809 0 47,340
COSTAR GROUP INC COM 22160N109 70,072 417,346 SH   SOLE   352,537 0 64,809
COTT CORP QUE COM 22163N106 20,713 2,693,519 SH   SOLE   2,476,200 0 217,319
COVANCE INC COM 222816100 224,359 2,594,943 SH   SOLE   2,465,443 0 129,500
COVIDIEN PLC SHS G2554F113 947,358 15,545,748 SH   SOLE   13,887,674 0 1,658,074
CRA INTL INC COM 12618T105 17,457 937,566 SH   SOLE   862,600 0 74,966
CREE INC COM 225447101 162,830 2,705,272 SH   SOLE   2,569,972 0 135,300
CSX CORP COM 126408103 69,908 2,715,944 SH   SOLE   1,796,084 0 919,860
CTC MEDIA INC COM 12642X106 9,357 890,325 SH   SOLE   784,725 0 105,600
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 258,303 4,420,719 SH   SOLE   4,198,919 0 221,800
CUBIC CORP COM 229669106 42,284 787,709 SH   SOLE   724,600 0 63,109
CURTISS WRIGHT CORP COM 231561101 46,575 991,794 SH   SOLE   912,150 0 79,644
CYS INVTS INC COM 12673A108 24,843 3,055,712 SH   SOLE   2,810,600 0 245,112
DARLING INTL INC COM 237266101 29,783 1,407,515 SH   SOLE   1,294,950 0 112,565
DECKERS OUTDOOR CORP COM 243537107 29,872 453,163 SH   SOLE   382,634 0 70,529
DEMANDWARE INC COM 24802Y105 35,815 773,031 SH   SOLE   653,121 0 119,910
DEXCOM INC COM 252131107 76,401 2,706,377 SH   SOLE   2,285,466 0 420,911
DIEBOLD INC COM 253651103 46,582 1,586,591 SH   SOLE   1,458,758 0 127,833
DIGITALGLOBE INC COM NEW 25389M877 24,366 770,577 SH   SOLE   674,777 0 95,800
DIME CMNTY BANCSHARES COM 253922108 12,238 734,997 SH   SOLE   676,450 0 58,547
DISCOVER FINL SVCS COM 254709108 630,626 12,477,762 SH   SOLE   11,954,772 0 522,990
DISNEY WALT CO COM DISNEY 254687106 3,609 55,959 SH   SOLE   41,770 0 14,189
DOLLAR TREE INC COM 256746108 5,205 91,066 SH   SOLE   68,231 0 22,835
DREAMWORKS ANIMATION SKG INC CL A 26153C103 87,706 3,081,727 SH   SOLE   2,835,300 0 246,427
DRIL-QUIP INC COM 262037104 38,663 336,934 SH   SOLE   284,397 0 52,537
DU PONT E I DE NEMOURS & CO COM 263534109 26,178 447,025 SH   SOLE   295,235 0 151,790
DUN & BRADSTREET CORP DEL NE COM 26483E100 83,669 805,675 SH   SOLE   785,902 0 19,773
DUNKIN BRANDS GROUP INC COM 265504100 81,152 1,793,012 SH   SOLE   1,513,656 0 279,356
EARTHLINK INC COM 270321102 41,749 8,434,137 SH   SOLE   7,757,400 0 676,737
EBAY INC COM 278642103 101,479 1,818,954 SH   SOLE   1,818,954 0 0
EDISON INTL COM 281020107 201,112 4,366,309 SH   SOLE   4,259,209 0 107,100
EMCOR GROUP INC COM 29084Q100 119,777 3,061,012 SH   SOLE   2,815,950 0 245,062
ENCORE WIRE CORP COM 292562105 28,359 719,033 SH   SOLE   661,635 0 57,398
ENDOLOGIX INC COM 29266S106 10,987 681,128 SH   SOLE   575,131 0 105,997
ENSCO PLC SHS CLASS A G3157S106 233,841 4,350,539 SH   SOLE   4,243,898 0 106,641
EQT CORP COM 26884L109 11,695 131,821 SH   SOLE   131,821 0 0
ERA GROUP INC COM 26885G109 12,519 460,600 SH   SOLE   422,049 0 38,551
EVERTEC INC COM 30040P103 2,182 98,250 SH   SOLE   73,354 0 24,896
EXONE CO COM 302104104 13,541 317,861 SH   SOLE   268,477 0 49,384
FACEBOOK INC CL A 30303M102 47,133 938,151 SH   SOLE   938,151 0 0
FARO TECHNOLOGIES INC COM 311642102 14,009 332,193 SH   SOLE   305,400 0 26,793
FEI CO COM 30241L109 40,439 460,583 SH   SOLE   388,880 0 71,703
FIRST REP BK SAN FRANCISCO C COM 33616C100 594 12,743 SH   SOLE   12,743 0 0
FIVE BELOW INC COM 33829M101 17,802 406,903 SH   SOLE   343,930 0 62,973
FLEXTRONICS INTL LTD ORD Y2573F102 243,574 26,795,811 SH   SOLE   24,092,610 0 2,703,201
FLIR SYS INC COM 302445101 541,828 17,255,666 SH   SOLE   16,673,766 0 581,900
FORTINET INC COM 34959E109 46,116 2,276,207 SH   SOLE   1,921,830 0 354,377
FORTUNE BRANDS HOME & SEC IN COM 34964C106 279,158 6,705,704 SH   SOLE   6,371,304 0 334,400
FOSSIL GROUP INC COM 34988V106 194,328 1,671,785 SH   SOLE   1,588,320 0 83,465
FRANCESCAS HLDGS CORP COM 351793104 25,698 1,378,624 SH   SOLE   1,164,073 0 214,551
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 197,766 11,877,826 SH   SOLE   11,285,426 0 592,400
FRESH MKT INC COM 35804H106 40,856 863,577 SH   SOLE   729,063 0 134,514
FTI CONSULTING INC COM 302941109 102,123 2,701,672 SH   SOLE   2,485,750 0 215,922
FULLER H B CO COM 359694106 121,044 2,678,556 SH   SOLE   2,464,000 0 214,556
GARMIN LTD SHS H2906T109 114,315 2,529,655 SH   SOLE   2,405,062 0 124,593
GARTNER INC COM 366651107 79,992 1,333,193 SH   SOLE   1,266,593 0 66,600
GENMARK DIAGNOSTICS INC COM 372309104 30,091 2,476,648 SH   SOLE   2,201,838 0 274,810
GENTHERM INC COM 37253A103 25,895 1,357,195 SH   SOLE   1,146,413 0 210,782
GEOSPACE TECHNOLOGIES CORP COM 37364X109 13,418 159,168 SH   SOLE   134,532 0 24,636
GILEAD SCIENCES INC COM 375558103 94,686 1,506,775 SH   SOLE   1,475,049 0 31,726
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 19,602 1,117,586 SH   SOLE   1,028,200 0 89,386
GOOGLE INC CL A 38259P508 508,363 580,383 SH   SOLE   515,291 0 65,092
GRAINGER W W INC COM 384802104 53,131 203,016 SH   SOLE   192,616 0 10,400
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 9,281 464,977 SH   SOLE   410,001 0 54,976
GRANITE CONSTR INC COM 387328107 35,988 1,176,065 SH   SOLE   1,081,700 0 94,365
GUIDEWIRE SOFTWARE INC COM 40171V100 69,285 1,470,701 SH   SOLE   1,245,908 0 224,793
GULFMARK OFFSHORE INC CL A NEW 402629208 78,944 1,551,271 SH   SOLE   1,427,050 0 124,221
HASBRO INC COM 418056107 145,237 3,080,978 SH   SOLE   2,607,609 0 473,369
HATTERAS FINL CORP COM 41902R103 236,926 12,663,089 SH   SOLE   12,205,132 0 457,957
HAWAIIAN HOLDINGS INC COM 419879101 30,418 4,088,471 SH   SOLE   3,761,550 0 326,921
HEALTHWAYS INC COM 422245100 18,981 1,025,445 SH   SOLE   865,887 0 159,558
HESS CORP COM 42809H107 279,165 3,609,578 SH   SOLE   3,521,178 0 88,400
HIBBETT SPORTS INC COM 428567101 17,319 308,439 SH   SOLE   260,598 0 47,841
HOMEAWAY INC COM 43739Q100 24,471 873,973 SH   SOLE   738,027 0 135,946
HUBBELL INC CL B 443510201 213,132 2,034,871 SH   SOLE   1,984,971 0 49,900
ICON PLC SHS G4705A100 21,998 537,464 SH   SOLE   494,063 0 43,401
IDEX CORP COM 45167R104 46,936 719,331 SH   SOLE   607,393 0 111,938
IHS INC CL A 451734107 647,143 5,667,746 SH   SOLE   5,428,763 0 238,983
ILLUMINA INC COM 452327109 235,878 2,918,205 SH   SOLE   2,772,605 0 145,600
IMAX CORP COM 45245E109 13,427 444,000 SH   SOLE   374,970 0 69,030
IMPERIAL OIL LTD COM NEW 453038408 702,318 15,994,305 SH   SOLE   14,364,579 0 1,629,726
INCYTE CORP COM 45337C102 218,889 5,737,594 SH   SOLE   5,283,959 0 453,635
INFORMATICA CORP COM 45666Q102 68,843 1,766,559 SH   SOLE   1,497,223 0 269,336
INGRAM MICRO INC CL A 457153104 286,364 12,423,586 SH   SOLE   12,118,786 0 304,800
INTERCONTINENTALEXCHANGE INC COM 45865V100 144,897 798,684 SH   SOLE   758,884 0 39,800
INTERNATIONAL BUSINESS MACHS COM 459200101 82,613 446,124 SH   SOLE   294,545 0 151,579
INTERPUBLIC GROUP COS INC COM 460690100 5,825 339,056 SH   SOLE   271,347 0 67,709
INTREPID POTASH INC COM 46121Y102 26,429 1,685,495 SH   SOLE   1,550,250 0 135,245
IPG PHOTONICS CORP COM 44980X109 260,636 4,628,585 SH   SOLE   4,319,737 0 308,848
ISHARES INDIA 50 ETF 464289529 32,094 1,526,854 SH   SOLE   1,526,854 0 0
ISHARES MSCI TAIWAN ETF 464286731 6,741 484,238 SH   SOLE   484,238 0 0
ISHARES RUS 2000 VAL ETF 464287630 1,629 17,779 SH   SOLE   0 0 17,779
ISIS PHARMACEUTICALS INC COM 464330109 399,190 10,633,737 SH   SOLE   9,864,537 0 769,200
JACOBS ENGR GROUP INC DEL COM 469814107 325,893 5,601,459 SH   SOLE   5,309,971 0 291,488
JOHNSON & JOHNSON COM 478160104 373,240 4,305,455 SH   SOLE   3,652,261 0 653,194
JOS A BANK CLOTHIERS INC COM 480838101 45,152 1,027,109 SH   SOLE   944,500 0 82,609
JOY GLOBAL INC COM 481165108 189,738 3,717,429 SH   SOLE   3,626,229 0 91,200
KAMAN CORP COM 483548103 28,451 751,485 SH   SOLE   691,150 0 60,335
KANSAS CITY SOUTHERN COM NEW 485170302 198,243 1,812,753 SH   SOLE   1,722,453 0 90,300
KAYDON CORP COM 486587108 65,672 1,848,866 SH   SOLE   1,700,700 0 148,166
KEY ENERGY SVCS INC COM 492914106 28,667 3,932,315 SH   SOLE   3,617,450 0 314,865
KINROSS GOLD CORP COM NO PAR 496902404 228,250 45,198,038 SH   SOLE   40,794,738 0 4,403,300
KLA-TENCOR CORP COM 482480100 249,708 4,103,671 SH   SOLE   4,002,971 0 100,700
KROGER CO COM 501044101 436,026 10,808,772 SH   SOLE   10,127,942 0 680,830
L BRANDS INC COM 501797104 154,216 2,523,986 SH   SOLE   2,398,186 0 125,800
L-3 COMMUNICATIONS HLDGS INC COM 502424104 215,629 2,281,785 SH   SOLE   2,225,885 0 55,900
LAM RESEARCH CORP COM 512807108 353,613 6,907,856 SH   SOLE   6,738,556 0 169,300
LANDAUER INC COM 51476K103 22,153 432,251 SH   SOLE   397,300 0 34,951
LEXMARK INTL NEW CL A 529771107 177,292 5,372,488 SH   SOLE   5,189,704 0 182,784
LIBERTY GLOBAL PLC SHS CL A G5480U104 281,643 3,549,373 SH   SOLE   3,038,856 0 510,517
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,902 369,902 SH   SOLE   315,634 0 54,268
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 162,686 6,931,659 SH   SOLE   6,761,538 0 170,121
LINKEDIN CORP COM CL A 53578A108 472,314 1,919,509 SH   SOLE   1,824,009 0 95,500
LKQ CORP COM 501889208 339,438 10,654,042 SH   SOLE   9,967,444 0 686,598
LOEWS CORP COM 540424108 242,572 5,189,806 SH   SOLE   5,062,406 0 127,400
LPL FINL HLDGS INC COM 50212V100 73,736 1,924,711 SH   SOLE   1,828,411 0 96,300
LULULEMON ATHLETICA INC COM 550021109 114,127 1,561,462 SH   SOLE   1,483,378 0 78,084
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 65,950 900,584 SH   SOLE   594,929 0 305,655
M & T BK CORP COM 55261F104 141,107 1,260,789 SH   SOLE   1,229,802 0 30,987
MALLINCKRODT PUB LTD CO SHS G5785G107 186,747 4,235,576 SH   SOLE   3,978,890 0 256,686
MANPOWERGROUP INC COM 56418H100 222,554 3,059,587 SH   SOLE   2,984,487 0 75,100
MARSH & MCLENNAN COS INC COM 571748102 381,972 8,770,881 SH   SOLE   7,428,615 0 1,342,266
MASTERCARD INC CL A 57636Q104 369,354 548,996 SH   SOLE   464,916 0 84,080
MATTEL INC COM 577081102 250,911 5,994,060 SH   SOLE   5,847,060 0 147,000
MATTHEWS INTL CORP CL A 577128101 39,637 1,040,884 SH   SOLE   956,963 0 83,921
MCDERMOTT INTL INC COM 580037109 137,193 18,464,756 SH   SOLE   18,011,956 0 452,800
MEDIVATION INC COM 58501N101 1,140 19,015 SH   SOLE   14,100 0 4,915
MEDTRONIC INC COM 585055106 337,987 6,347,165 SH   SOLE   5,383,766 0 963,399
MELCO CROWN ENTMT LTD ADR 585464100 9,390 295,000 SH   SOLE   280,294 0 14,706
MENS WEARHOUSE INC COM 587118100 19,182 563,359 SH   SOLE   518,250 0 45,109
MERCADOLIBRE INC COM 58733R102 221,559 1,642,271 SH   SOLE   1,534,517 0 107,754
MEREDITH CORP COM 589433101 9,306 195,419 SH   SOLE   179,850 0 15,569
MERIT MED SYS INC COM 589889104 24,491 2,019,020 SH   SOLE   1,857,300 0 161,720
METTLER TOLEDO INTERNATIONAL COM 592688105 254,212 1,058,820 SH   SOLE   1,006,020 0 52,800
MICHAEL KORS HLDGS LTD SHS G60754101 7,455 100,043 SH   SOLE   74,871 0 25,172
MICROSOFT CORP COM 594918104 466,165 13,994,734 SH   SOLE   11,418,436 0 2,576,298
MICROSTRATEGY INC CL A NEW 594972408 63,438 611,389 SH   SOLE   562,350 0 49,039
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 16,735 430,329 SH   SOLE   378,392 0 51,937
MINERALS TECHNOLOGIES INC COM 603158106 13,043 264,181 SH   SOLE   243,000 0 21,181
MKS INSTRUMENT INC COM 55306N104 34,327 1,290,973 SH   SOLE   1,187,400 0 103,573
MONSANTO CO NEW COM 61166W101 60,586 580,489 SH   SOLE   580,489 0 0
MOSAIC CO NEW COM 61945C103 53,877 1,252,373 SH   SOLE   825,374 0 426,999
MUELLER INDS INC COM 624756102 11,915 214,036 SH   SOLE   197,033 0 17,003
NANOMETRICS INC COM 630077105 32,319 2,004,888 SH   SOLE   1,844,450 0 160,438
NATIONAL OILWELL VARCO INC COM 637071101 90,195 1,154,713 SH   SOLE   762,798 0 391,915
NETSUITE INC COM 64118Q107 26,855 248,799 SH   SOLE   210,060 0 38,739
NEWMONT MINING CORP COM 651639106 57,405 2,042,878 SH   SOLE   1,346,369 0 696,509
NEWPARK RES INC COM PAR $.01NEW 651718504 38,388 3,032,213 SH   SOLE   2,789,050 0 243,163
NOAH HLDGS LTD SPONSORED ADS 65487X102 17,663 1,035,942 SH   SOLE   918,955 0 116,987
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 61,666 1,632,676 SH   SOLE   1,078,866 0 553,810
NOBLE ENERGY INC COM 655044105 269,560 4,022,681 SH   SOLE   3,822,881 0 199,800
NORDSTROM INC COM 655664100 150,441 2,676,886 SH   SOLE   2,611,135 0 65,751
NORTHERN TR CORP COM 665859104 122,861 2,258,886 SH   SOLE   2,203,486 0 55,400
NYSE EURONEXT COM 629491101 356,980 8,503,571 SH   SOLE   8,294,971 0 208,600
OASIS PETE INC NEW COM 674215108 34,030 692,656 SH   SOLE   584,702 0 107,954
OCEANEERING INTL INC COM 675232102 280,707 3,455,278 SH   SOLE   3,283,478 0 171,800
OMNICOM GROUP INC COM 681919106 246,683 3,888,449 SH   SOLE   3,793,149 0 95,300
OPEN TEXT CORP COM 683715106 249,861 3,347,105 SH   SOLE   3,265,105 0 82,000
ORACLE CORP COM 68389X105 668,100 20,141,706 SH   SOLE   16,471,462 0 3,670,244
ORION MARINE GROUP INC COM 68628V308 22,165 2,129,231 SH   SOLE   1,960,050 0 169,181
OUTERWALL INC COM 690070107 76,169 1,523,689 SH   SOLE   1,401,050 0 122,639
OWENS & MINOR INC NEW COM 690732102 22,313 645,070 SH   SOLE   593,400 0 51,670
OWENS CORNING NEW COM 690742101 186,605 4,913,238 SH   SOLE   4,668,592 0 244,646
PALL CORP COM 696429307 163,732 2,125,291 SH   SOLE   2,019,391 0 105,900
PANDORA MEDIA INC COM 698354107 254,609 10,131,684 SH   SOLE   9,295,394 0 836,290
PARK ELECTROCHEMICAL CORP COM 700416209 33,532 1,170,414 SH   SOLE   1,075,400 0 95,014
PARKER DRILLING CO COM 701081101 29,064 5,099,030 SH   SOLE   4,690,550 0 408,480
PARKER HANNIFIN CORP COM 701094104 170,446 1,567,748 SH   SOLE   1,326,430 0 241,318
PATTERSON UTI ENERGY INC COM 703481101 245,985 11,505,368 SH   SOLE   11,223,268 0 282,100
PERKINELMER INC COM 714046109 1,159 30,698 SH   SOLE   30,698 0 0
PETSMART INC COM 716768106 7,977 104,605 SH   SOLE   83,126 0 21,479
PICO HLDGS INC COM NEW 693366205 38,824 1,792,410 SH   SOLE   1,649,023 0 143,387
PLATINUM UNDERWRITER HLDGS L COM G7127P100 55,294 925,733 SH   SOLE   851,600 0 74,133
POTASH CORP SASK INC COM 73755L107 55,467 1,773,253 SH   SOLE   1,178,253 0 595,000
PRICESMART INC COM 741511109 20,956 220,030 SH   SOLE   185,605 0 34,425
PROGRESS SOFTWARE CORP COM 743312100 73,253 2,830,479 SH   SOLE   2,603,900 0 226,579
PROGRESSIVE CORP OHIO COM 743315103 560,661 20,589,828 SH   SOLE   18,397,041 0 2,192,787
PROS HOLDINGS INC COM 74346Y103 14,038 410,587 SH   SOLE   346,690 0 63,897
PROSHARES TR PSHS ULTSH 20YRS 74347B201 1,897 25,200 SH   SOLE   25,200 0 0
PROTO LABS INC COM 743713109 30,798 403,171 SH   SOLE   340,410 0 62,761
QLOGIC CORP COM 747277101 47,546 4,346,053 SH   SOLE   3,998,900 0 347,153
QUAD / GRAPHICS INC COM CL A 747301109 19,894 655,269 SH   SOLE   602,100 0 53,169
QUANEX BUILDING PRODUCTS COR COM 747619104 11,019 585,198 SH   SOLE   538,006 0 47,192
RALPH LAUREN CORP CL A 751212101 265,615 1,612,425 SH   SOLE   1,543,597 0 68,828
REALPAGE INC COM 75606N109 46,207 1,995,119 SH   SOLE   1,685,187 0 309,932
RED HAT INC COM 756577102 200,786 4,351,666 SH   SOLE   4,134,911 0 216,755
REGENERON PHARMACEUTICALS COM 75886F107 981,349 3,136,603 SH   SOLE   3,006,476 0 130,127
REGIS CORP MINN COM 758932107 29,302 1,996,039 SH   SOLE   1,836,450 0 159,589
REMY INTL INC COM 759663107 12,124 599,000 SH   SOLE   551,000 0 48,000
RENT A CTR INC NEW COM 76009N100 93,791 2,461,704 SH   SOLE   2,264,615 0 197,089
REPUBLIC SVCS INC COM 760759100 152,157 4,561,059 SH   SOLE   4,449,259 0 111,800
RESTORATION HARDWARE HLDGS I COM 761283100 19,552 308,639 SH   SOLE   260,698 0 47,941
ROCKWELL AUTOMATION INC COM 773903109 298,949 2,795,482 SH   SOLE   2,656,482 0 139,000
ROCKWELL COLLINS INC COM 774341101 213,812 3,150,784 SH   SOLE   3,073,584 0 77,200
ROSETTA RESOURCES INC COM 777779307 32,043 588,378 SH   SOLE   496,793 0 91,585
RUDOLPH TECHNOLOGIES INC COM 781270103 27,053 2,373,061 SH   SOLE   2,182,850 0 190,211
RYDER SYS INC COM 783549108 260,720 4,367,162 SH   SOLE   4,148,824 0 218,338
SALESFORCE COM INC COM 79466L302 314,481 6,058,201 SH   SOLE   5,794,005 0 264,196
SAP AG SPON ADR 803054204 17,995 243,440 SH   SOLE   243,440 0 0
SCANA CORP NEW COM 80589M102 37,760 820,154 SH   SOLE   800,054 0 20,100
SCHLUMBERGER LTD COM 806857108 444,294 5,028,231 SH   SOLE   4,272,903 0 755,328
SCHNITZER STL INDS CL A 806882106 58,423 2,121,396 SH   SOLE   1,951,200 0 170,196
SEACOR HOLDINGS INC COM 811904101 24,954 275,914 SH   SOLE   254,000 0 21,914
SENSIENT TECHNOLOGIES CORP COM 81725T100 23,226 484,982 SH   SOLE   445,900 0 39,082
SERVICENOW INC COM 81762P102 132,893 2,558,088 SH   SOLE   2,430,488 0 127,600
SHUTTERSTOCK INC COM 825690100 5,890 81,000 SH   SOLE   68,504 0 12,496
SKECHERS U S A INC CL A 830566105 35,728 1,148,449 SH   SOLE   1,056,100 0 92,349
SM ENERGY CO COM 78454L100 234,361 3,036,158 SH   SOLE   2,962,158 0 74,000
SOLAZYME INC COM 83415T101 4,780 443,864 SH   SOLE   381,524 0 62,340
SOUTHWESTERN ENERGY CO COM 845467109 187,453 5,152,643 SH   SOLE   5,026,443 0 126,200
STARBUCKS CORP COM 855244109 45,976 597,330 SH   SOLE   597,330 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 24,769 989,195 SH   SOLE   910,100 0 79,095
SYKES ENTERPRISES INC COM 871237103 55,245 3,084,576 SH   SOLE   2,837,500 0 247,076
SYNOPSYS INC COM 871607107 135,552 3,595,531 SH   SOLE   3,507,531 0 88,000
SYSCO CORP COM 871829107 28,006 879,871 SH   SOLE   858,271 0 21,600
TABLEAU SOFTWARE INC CL A 87336U105 6,412 90,002 SH   SOLE   75,900 0 14,102
TAL INTL GROUP INC COM 874083108 23,165 495,730 SH   SOLE   455,700 0 40,030
TE CONNECTIVITY LTD REG SHS H84989104 959,328 18,526,991 SH   SOLE   16,732,162 0 1,794,829
TEAM INC COM 878155100 16,976 427,066 SH   SOLE   360,559 0 66,507
TECH DATA CORP COM 878237106 75,895 1,520,640 SH   SOLE   1,398,850 0 121,790
TELEDYNE TECHNOLOGIES INC COM 879360105 65,423 770,317 SH   SOLE   675,217 0 95,100
TENARIS S A SPONSORED ADR 88031M109 18,438 394,134 SH   SOLE   346,173 0 47,961
TESCO CORP COM 88157K101 12,247 739,097 SH   SOLE   680,100 0 58,997
TESLA MTRS INC COM 88160R101 89,113 460,725 SH   SOLE   437,810 0 22,915
TETRA TECH INC NEW COM 88162G103 55,106 2,128,463 SH   SOLE   1,957,850 0 170,613
TEXAS INSTRS INC COM 882508104 19,994 496,498 SH   SOLE   327,895 0 168,603
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 10,697 282,462 SH   SOLE   259,800 0 22,662
TEXTURA CORP COM 883211104 16,089 373,468 SH   SOLE   314,401 0 59,067
TIDEWATER INC COM 886423102 72,045 1,215,129 SH   SOLE   1,117,800 0 97,329
TJX COS INC NEW COM 872540109 6,947 123,191 SH   SOLE   92,197 0 30,994
TORCHMARK CORP COM 891027104 234,632 3,243,020 SH   SOLE   3,163,620 0 79,400
TOWERS WATSON & CO CL A 891894107 403,085 3,768,555 SH   SOLE   3,648,208 0 120,347
TRACTOR SUPPLY CO COM 892356106 303,914 4,524,549 SH   SOLE   4,298,949 0 225,600
TRIMBLE NAVIGATION LTD COM 896239100 377,901 12,719,657 SH   SOLE   12,084,917 0 634,740
TRIPADVISOR INC COM 896945201 118,257 1,559,297 SH   SOLE   1,481,397 0 77,900
TRUEBLUE INC COM 89785X101 29,815 1,241,794 SH   SOLE   1,142,350 0 99,444
TUMI HLDGS INC COM 89969Q104 15,064 747,603 SH   SOLE   631,181 0 116,422
TUTOR PERINI CORP COM 901109108 25,652 1,203,180 SH   SOLE   1,106,700 0 96,480
TYLER TECHNOLOGIES INC COM 902252105 27,594 315,465 SH   SOLE   266,400 0 49,065
ULTIMATE SOFTWARE GROUP INC COM 90385D107 15,071 102,244 SH   SOLE   86,300 0 15,944
ULTRATECH INC COM 904034105 96,778 3,194,009 SH   SOLE   2,891,107 0 302,902
UNDER ARMOUR INC CL A 904311107 183,804 2,313,456 SH   SOLE   2,197,956 0 115,500
UNILEVER PLC SPON ADR NEW 904767704 472,152 12,238,255 SH   SOLE   11,066,919 0 1,171,336
UNIT CORP COM 909218109 63,615 1,368,367 SH   SOLE   1,258,650 0 109,717
UNIVERSAL ELECTRS INC COM 913483103 25,745 714,548 SH   SOLE   657,150 0 57,398
URBAN OUTFITTERS INC COM 917047102 103,557 2,816,333 SH   SOLE   2,675,833 0 140,500
VERA BRADLEY INC COM 92335C106 21,155 1,028,942 SH   SOLE   946,550 0 82,392
VERISK ANALYTICS INC CL A 92345Y106 384,281 5,915,653 SH   SOLE   5,620,880 0 294,773
VERTEX PHARMACEUTICALS INC COM 92532F100 62,951 830,268 SH   SOLE   788,968 0 41,300
VITAMIN SHOPPE INC COM 92849E101 950 21,722 SH   SOLE   21,722 0 0
WASTE CONNECTIONS INC COM 941053100 113,475 2,498,894 SH   SOLE   2,374,394 0 124,500
WESCO AIRCRAFT HLDGS INC COM 950814103 3,960 189,219 SH   SOLE   160,791 0 28,428
WESTERN UN CO COM 959802109 382,732 20,510,815 SH   SOLE   18,753,795 0 1,757,020
WESTPORT INNOVATIONS INC COM NEW 960908309 9,412 389,080 SH   SOLE   334,087 0 54,993
WILLIAMS SONOMA INC COM 969904101 224,918 4,002,106 SH   SOLE   3,802,306 0 199,800
WMS INDS INC COM 929297109 69,576 2,681,156 SH   SOLE   2,466,600 0 214,556
WOODWARD INC COM 980745103 44,001 1,077,673 SH   SOLE   991,800 0 85,873
WORKDAY INC CL A 98138H101 64,161 792,799 SH   SOLE   753,099 0 39,700
WORLD FUEL SVCS CORP COM 981475106 96,581 2,588,612 SH   SOLE   2,381,150 0 207,462
YAHOO INC COM 984332106 1,237 37,300 SH   SOLE   37,300 0 0
YUM BRANDS INC COM 988498101 4,924 68,967 SH   SOLE   51,488 0 17,479
YUME INC COM 98872B104 716 67,536 SH   SOLE   67,536 0 0