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
3M CO COM 88579Y101 6,939 44,974 SH   SOLE   22,487 0 22,487
58.COM INC-ADR COM 31680Q104 2,123 33,142 SH   SOLE   11,943 0 21,199
AARON'S INC COM 002535300 9,091 251,067 SH   SOLE   118,546 0 132,521
ABBOTT LABORATORIES COM 002824100 3,604 73,438 SH   SOLE   36,719 0 36,719
ABBVIE INC COM 00287Y109 482 7,176 SH   SOLE   4,981 0 2,195
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 4,010 41,436 SH   SOLE   20,718 0 20,718
ACE LIMITED (formerly acl) COM H0023R105 425 4,185 SH   SOLE   2,905 0 1,280
ACTIVISION INC COM 00507V109 726 30,000 SH   SOLE   30,000 0 0
ACTUA CORP COM 005094107 10,671 748,339 SH   SOLE   414,479 0 333,860
AECOM TECHNOLOGY CORP COM 00766T100 313 9,466 SH   SOLE   6,570 0 2,896
AES CORP COM 00130H105 382 28,881 SH   SOLE   20,045 0 8,836
AIR TRANS SVCS GRP INC COM COM 00922R105 2,682 255,695 SH   SOLE   47,422 0 208,273
AKORN INC COM 009728106 2,783 63,746 SH   SOLE   22,452 0 41,294
ALEXION PHARMACEUTICALS INC COM 015351109 7,640 42,265 SH   SOLE   24,690 0 17,575
ALIBABA GROUP HOLDING LTD COM 01609W102 8,791 106,858 SH   SOLE   62,581 0 44,277
ALLERGAN INC COM G0177J108 11,151 36,748 SH   SOLE   23,285 0 13,463
ALLIANCE DATA SYSTEMS CORP COM 018581108 25,277 86,584 SH   SOLE   48,781 0 37,803
ALLIED WORLD ASSURANCE CO COM H01531104 354 8,194 SH   SOLE   5,687 0 2,507
ALTRIA GROUP INC COM 02209S103 481 9,839 SH   SOLE   6,790 0 3,049
AMAZON.COM INC COM 023135106 15,133 34,862 SH   SOLE   24,107 0 10,755
AMBARELLA INC COM G037AX101 20,416 198,815 SH   SOLE   114,982 0 83,833
AMERICAN AXLE & MFG HOLDINGS COM 024061103 5,632 269,350 SH   SOLE   158,288 0 111,062
AMERICAN TOWER REIT INC COM 03027X100 4,839 51,874 SH   SOLE   51,169 0 705
AMERIPRISE FINANCIAL INC COM 03076C106 413 3,307 SH   SOLE   2,296 0 1,011
AMERISAFE INC COM COM 03071H100 2,023 43,001 SH   SOLE   7,971 0 35,030
AMGEN INC COM 031162100 480 3,129 SH   SOLE   2,164 0 965
AMIRA NATURE FOODS LTD SHS COM G0335L102 9,802 853,134 SH   SOLE   425,037 0 428,097
AMPHENOL CORP-CL A COM 032095101 705 12,174 SH   SOLE   6,087 0 6,087
AMSURG CORP COM 03232P405 7,368 105,337 SH   SOLE   84,253 0 21,084
ANALOG DEVICES COM 032654105 1,158 18,056 SH   SOLE   9,028 0 9,028
ANTHEM INC COM 036752103 451 2,750 SH   SOLE   1,909 0 841
AON PLC COM G0408V102 420 4,222 SH   SOLE   2,928 0 1,294
APPLE INC COM 037833100 41,498 330,866 SH   SOLE   202,383 0 128,483
ARM HOLDINGS PLC ADR COM 042068106 9,220 187,138 SH   SOLE   109,224 0 77,914
ASBURY AUTOMOTIVE GROUP COM 043436104 10,282 113,465 SH   SOLE   37,401 0 76,064
ASPEN TECHNOLOGY INC COM COM 045327103 2,308 50,676 SH   SOLE   18,227 0 32,449
ASTRAZENECA PLC-SPONS ADR COM 046353108 8,767 137,612 SH   SOLE   68,806 0 68,806
ATHENAHEALTH INC COM 04685W103 6,187 53,999 SH   SOLE   24,305 0 29,694
AUTOZONE INC COM 053332102 1,577 2,365 SH   SOLE   2,365 0 0
AVG TECHNOLOGIES COM N07831105 1,055 38,778 SH   SOLE   38,778 0 0
BAIDU COM INC SPON ADR REP A COM 056752108 7,459 37,472 SH   SOLE   21,857 0 15,615
BANK OF THE OZARKS COM COM 063904106 1,852 40,500 SH   SOLE   40,500 0 0
BANKUNITED INC COM 06652K103 7,898 219,839 SH   SOLE   137,949 0 81,890
BECTON DICKINSON & CO COM 075887109 1,675 11,830 SH   SOLE   5,915 0 5,915
BED BATH & BEYOND INC COM 075896100 1,324 19,199 SH   SOLE   10,691 0 8,508
BEST BUY COMPANY INC COM 086516101 1,762 54,055 SH   SOLE   50,574 0 3,481
BIOGEN INC COM 09062X103 19,419 48,074 SH   SOLE   34,645 0 13,429
BONANZA CREEK ENERGY INC COM 097793103 5,426 297,324 SH   SOLE   100,223 0 197,101
BOSTON BEER INC CL A COM 100557107 8,785 37,871 SH   SOLE   19,066 0 18,805
BRISTOL MYERS SQUIBB COM 110122108 8,978 134,938 SH   SOLE   78,858 0 56,080
BRITISH AMERICAN TOB-SP ADR COM 110448107 4,625 42,726 SH   SOLE   21,363 0 21,363
BROADSOFT INC COM 11133B409 1,690 48,903 SH   SOLE   29,769 0 19,134
BROCADE COMMUNICATIONS SYS COM 111621306 342 28,864 SH   SOLE   20,033 0 8,831
BUFFALO WILD WINGS INC COM COM 119848109 4,668 29,793 SH   SOLE   10,563 0 19,230
BUNGE LIMITED COM G16962105 386 4,399 SH   SOLE   3,052 0 1,347
CAMERON INTERNATIONAL CORP COM 13342B105 419 8,003 SH   SOLE   5,555 0 2,448
CANADIAN PACIFIC LTD COM 13645T100 6,469 40,378 SH   SOLE   23,662 0 16,716
CAPITAL ONE FINL CORP COM 14040H105 463 5,272 SH   SOLE   3,659 0 1,613
CARDINAL HEALTH INC COM 14149Y108 425 5,084 SH   SOLE   3,595 0 1,489
CARDTRONICS INC COM 14161H108 13,098 353,526 SH   SOLE   182,851 0 170,675
CELANESE CORP-SERIES A COM 150870103 401 5,582 SH   SOLE   3,853 0 1,729
CEMPRA INC COM 15130J109 12,151 353,644 SH   SOLE   185,613 0 168,031
CENTRAL PACIFIC FINANCIAL CO COM 154760409 4,474 188,406 SH   SOLE   34,889 0 153,517
CERNER CORP COM 156782104 8,850 128,158 SH   SOLE   74,867 0 53,291
CHEMICAL FINL CORP COM COM 163731102 3,027 91,562 SH   SOLE   16,956 0 74,606
CHESAPEAKE ENERGY CORP COM 165167107 1,624 145,447 SH   SOLE   144,321 0 1,126
CHEVRONTEXACO CORP COM 166764100 1,302 13,497 SH   SOLE   6,834 0 6,663
CHIPOTLE MEXICAN GRILL-CL A COM 169656105 9,038 14,940 SH   SOLE   7,875 0 7,065
CHURCH & DWIGHT INC COM COM 171340102 639 7,886 SH   SOLE   3,943 0 3,943
CINEMARK HOLDINGS INC COM 17243V102 10,567 263,061 SH   SOLE   140,743 0 122,318
CIRRUS LOGIC INC COM 172755100 12,241 359,722 SH   SOLE   183,639 0 176,083
CISCO SYSTEMS INC COM 17275R102 7,151 260,434 SH   SOLE   133,843 0 126,591
CITIGROUP INC COM 172967424 499 9,039 SH   SOLE   6,301 0 2,738
CITRIX SYSTEMS INC COM 177376100 790 11,262 SH   SOLE   5,631 0 5,631
COBIZ FINANCIAL INC COM 190897108 2,996 229,279 SH   SOLE   140,401 0 88,878
COCA-COLA CO COM 191216100 10,631 271,000 SH   SOLE   135,450 0 135,550
COGNEX CORP COM 192422103 6,572 136,647 SH   SOLE   46,340 0 90,307
COGNIZANT TECH SOLUTIONS CRP COM 192446102 2,122 34,750 SH   SOLE   17,375 0 17,375
COLGATE-PALMOLIVE CO COM 194162103 3,827 58,516 SH   SOLE   29,198 0 29,318
COOPER TIRE & RUBR CO COM 216831107 2,193 64,830 SH   SOLE   12,017 0 52,813
COOPER-STANDARD HOLDING COM 21676P103 2,409 39,197 SH   SOLE   7,263 0 31,934
CORE LABORATORIES N V COM COM N22717107 7,735 67,829 SH   SOLE   67,829 0 0
CORNING INC COM 219350105 405 20,533 SH   SOLE   14,250 0 6,283
COSTCO WHOLESALE CORP COM 22160K105 10,845 80,298 SH   SOLE   45,253 0 35,045
CROWN CASTLE INTL CORP COM 22822V101 9,447 117,647 SH   SOLE   117,647 0 0
CSG SYSTEMS INTERNATIONAL INC COM 126349109 2,099 66,318 SH   SOLE   12,300 0 54,018
CUBIC CORP COM 229669106 2,053 43,150 SH   SOLE   8,000 0 35,150
CUMMINS INC COM 231021106 406 3,099 SH   SOLE   2,150 0 949
CUSTOMERS BANCORP INC COM 23204G100 1,706 63,473 SH   SOLE   63,473 0 0
CVS HEALTH CORP COM 126650100 949 9,054 SH   SOLE   5,556 0 3,498
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 3,030 48,246 SH   SOLE   8,912 0 39,334
CYPRESS SEMICONDUCTOR CORP COM 232806109 5,204 442,565 SH   SOLE   250,835 0 191,730
DANAHER CORP COM 235851102 7,977 93,209 SH   SOLE   74,312 0 18,897
DELPHI AUTOMOTIVE PLC COM G27823106 416 4,893 SH   SOLE   3,380 0 1,513
DELTA AIR LINES INC COM 247361702 421 10,259 SH   SOLE   7,090 0 3,169
DEXCOM INC COM 252131107 14,594 182,473 SH   SOLE   95,668 0 86,805
DIAMOND RESORTS INTERNATIONAL COM 25272T104 12,148 385,040 SH   SOLE   204,498 0 180,542
DIAMONDBACK ENERGY INC COM 25278X109 7,044 93,456 SH   SOLE   32,034 0 61,422
DISCOVER FINANCIAL SERVICES COM 254709108 420 7,293 SH   SOLE   5,062 0 2,231
DOVER CORP COM 260003108 509 7,266 SH   SOLE   3,633 0 3,633
EASTERLY GOVERNMENT PROPERTIES COM 27616P103 4,127 259,261 SH   SOLE   102,054 0 157,207
EBAY INC COM 278642103 2,551 42,352 SH   SOLE   21,176 0 21,176
EDUCATION REALTY TRUST INC COM 28140H203 1,089 34,748 SH   SOLE   34,748 0 0
EMC CORP COM 268648102 2,446 92,722 SH   SOLE   46,706 0 46,016
EMERGENT BIOSOLUTIONS COM 29089Q105 2,414 73,279 SH   SOLE   13,577 0 59,702
EMERSON ELECTRIC CO COM 291011104 2,310 41,692 SH   SOLE   20,846 0 20,846
ENTRAVISION COMMUNCTNS CL A COM 29382R107 15,281 1,856,750 SH   SOLE   889,255 0 967,495
EOG RESOURCES INC COM 26875P101 6,010 68,656 SH   SOLE   40,232 0 28,424
EPAM SYSTEMS INC COM 29414B104 12,294 172,607 SH   SOLE   78,088 0 94,519
EPR PROPERTIES COM 26884U109 24,303 443,654 SH   SOLE   234,580 0 209,074
ESPERION THERAPEUTICS INC COM 29664W105 1,734 21,220 SH   SOLE   10,443 0 10,777
ESTEE LAUDER COS INC -CL A COM 518439104 546 6,308 SH   SOLE   3,154 0 3,154
EVEREST RE GROUP LTD COM G3223R108 376 2,068 SH   SOLE   1,426 0 642
EXPRESS SCRIPTS HOLDING CO COM 30219G108 14,893 167,461 SH   SOLE   84,734 0 82,727
FACEBOOK INC-A COM 30303M102 13,751 160,344 SH   SOLE   104,571 0 55,773
FERRO CORP COM 315405100 14,403 858,368 SH   SOLE   387,641 0 470,727
FIESTA RESTAURANT GROUP COM 31660B101 5,678 113,570 SH   SOLE   48,616 0 64,954
FIREEYE INC COM 31816Q101 2,697 55,147 SH   SOLE   55,147 0 0
FIRST MERCHANTS CORP COM COM 320817109 3,003 121,579 SH   SOLE   22,498 0 99,081
FIRST NBC BANK HOLDING CO COM 32115D106 2,952 82,003 SH   SOLE   15,185 0 66,818
FITBIT INC- A COM 33812L102 1,712 44,783 SH   SOLE   44,783 0 0
FLAMEL TECHNOLOGIES-SP ADR COM 338488109 10,714 505,624 SH   SOLE   205,366 0 300,258
FOOT LOCKER INC COM 344849104 406 6,060 SH   SOLE   4,206 0 1,854
FORD MOTOR CO COM 345370860 468 31,185 SH   SOLE   21,644 0 9,541
FRESH DEL MONTE PROD ORD COM G36738105 2,782 71,982 SH   SOLE   13,332 0 58,650
FRESH MARKET INC COM 35804H106 3,666 114,090 SH   SOLE   30,869 0 83,221
FRONTIER COMMUNICATIONS CORP COM 35906A108 2,437 492,376 SH   SOLE   483,921 0 8,455
GAMESTOP CORP CLASS A NEW COM 36467W109 346 8,066 SH   SOLE   5,564 0 2,502
GENERAL DYNAMICS CORP COM 369550108 455 3,218 SH   SOLE   2,233 0 985
GENERAL ELECTRIC CO COM 369604103 3,452 129,938 SH   SOLE   129,727 0 211
GENESEE & WYO INC CL A COM 371559105 2,391 31,398 SH   SOLE   11,314 0 20,084
GENUINE PARTS CO COM 372460105 733 8,190 SH   SOLE   4,095 0 4,095
GILEAD SCIENCES INC COM 375558103 4,340 37,077 SH   SOLE   36,812 0 265
GLOBAL BRASS & COPPER HOLDING COM 37953G103 1,412 83,067 SH   SOLE   15,358 0 67,709
GOLDMAN, SACHS & COMPANY COM 38141g104 473 2,269 SH   SOLE   1,575 0 694
GOOGLE INC-CL A COM 38259P508 15,188 28,124 SH   SOLE   18,125 0 9,999
GOOGLE INC-CL C COM 38259P706 18,378 35,308 SH   SOLE   23,668 0 11,640
GOPRO INC - CLASS A COM 38268T103 4,322 81,982 SH   SOLE   81,982 0 0
GREENBRIER COS INC COM COM 393657101 8,728 186,307 SH   SOLE   97,045 0 89,262
GUIDEWIRE SOFTWARE INC COM 40171V100 6,713 126,842 SH   SOLE   59,163 0 67,679
HAIN CELESTIAL GROUP INC COM 405217100 6,601 100,240 SH   SOLE   48,447 0 51,793
HARSCO CORP COM 415864107 317 19,232 SH   SOLE   0 0 19,232
HCA HOLDINGS INC COM 40412C101 487 5,377 SH   SOLE   3,714 0 1,663
HEADWATERS INC COM COM 42210P102 10,213 560,550 SH   SOLE   191,924 0 368,626
HEARTWARE INTERNATIONAL INC COM 422368100 1,431 19,694 SH   SOLE   7,095 0 12,599
HELEN OF TROY CORP LTD COM COM G4388N106 3,271 33,556 SH   SOLE   6,219 0 27,337
HERSHA HOSPITALITY TRUST COM 427825500 1,659 64,729 SH   SOLE   24,457 0 40,272
HOLOGIC INC COM 436440101 404 10,622 SH   SOLE   7,373 0 3,249
HOME BANCSHARES INC COM 436893200 3,388 92,686 SH   SOLE   92,686 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 1,404 13,778 SH   SOLE   7,775 0 6,003
HUMANA INC COM 444859102 1,954 10,216 SH   SOLE   5,108 0 5,108
ILLINOIS TOOL WORKS COM 452308109 2,480 27,026 SH   SOLE   13,513 0 13,513
IMAX CORP COM 45245E109 23,139 574,600 SH   SOLE   271,781 0 302,819
INTEGRATED DEVICE TECHNOLOGY COM 458118106 21,853 1,007,086 SH   SOLE   506,966 0 500,120
INTEL CORP COM 458140100 494 16,260 SH   SOLE   11,456 0 4,804
INTL BUSINESS MACHINES CORP COM 459200101 2,521 15,501 SH   SOLE   7,737 0 7,764
INTL PAPER CO COM 460146103 389 8,184 SH   SOLE   5,680 0 2,504
INTUIT INC COM 461202103 1,357 13,468 SH   SOLE   6,734 0 6,734
INTUITIVE SURGICAL INC COM 46120E602 709 1,464 SH   SOLE   732 0 732
INVESTMENT TECHNOLOGY GROUP COM 46145F105 2,629 106,047 SH   SOLE   19,655 0 86,392
IPG PHOTONICS CORP COM 44980X109 1,760 20,668 SH   SOLE   7,264 0 13,404
ISHARES MSCI EAFE INDEX FUND COM 464287465 10,569 166,474 SH   SOLE   0 0 166,474
ISHARES RUSSELL 3000 INDEX COM 464287689 2,467 19,900 SH   SOLE   0 0 19,900
JARDEN CORP COM 471109108 1,659 32,068 SH   SOLE   32,068 0 0
JOHNSON & JOHNSON COM 478160104 11,151 114,418 SH   SOLE   57,004 0 57,414
JONES LANG LASALLE INC COM 48020Q107 406 2,375 SH   SOLE   1,649 0 726
KATE SPADE & CO COM 485865109 1,292 60,012 SH   SOLE   60,012 0 0
KFORCE INC COM 493732101 18,838 823,708 SH   SOLE   425,857 0 397,851
KITE PHARMA INC COM 49803L109 10,597 173,810 SH   SOLE   90,696 0 83,114
KRATON PERFORMANCE POLYMERS COM 50077C106 2,440 102,212 SH   SOLE   18,928 0 83,284
LASALLE HOTEL PROPERTIES COM 517942108 3,391 95,634 SH   SOLE   95,634 0 0
LDR HOLDING CORP COM 50185U105 13,666 315,992 SH   SOLE   168,029 0 147,963
LEGG MASON INC COM 524901105 344 6,686 SH   SOLE   4,642 0 2,044
LINKEDIN CORP A COM 53578A108 9,331 45,161 SH   SOLE   26,387 0 18,774
LITHIA MOTORS INC-CL A COM 536797103 3,833 33,879 SH   SOLE   20,634 0 13,245
LOUISIANA-PACIFIC CORP COM 546347105 1,571 92,281 SH   SOLE   92,281 0 0
LUXOFT HOLDING INC COM G57279104 13,268 234,635 SH   SOLE   114,810 0 119,825
LYONDELLBASELL INDU-CL A COM N53745100 500 4,833 SH   SOLE   3,429 0 1,404
MAIDEN HOLDINGS LTD COM G5753U112 2,059 130,534 SH   SOLE   24,171 0 106,363
MANHATTAN ASSOCIATES COM 562750109 16,447 275,733 SH   SOLE   146,902 0 128,831
MARATHON PETROLEUM CORP COM 56585A102 460 8,810 SH   SOLE   6,194 0 2,616
MASONITE INTERNATIONAL CORP COM 575385109 983 14,025 SH   SOLE   8,524 0 5,501
MASTERCARD INC CL A COM 57636Q104 20,239 216,512 SH   SOLE   152,126 0 64,386
MCDONALDS CORP COM 580135101 2,101 22,101 SH   SOLE   11,080 0 11,021
MEAD JOHNSON NUTRITION CO COM 582839106 7,671 85,035 SH   SOLE   49,894 0 35,141
MEDTRONIC INC COM G5960l103 4,524 61,060 SH   SOLE   30,530 0 30,530
MERCADOLIBRE INC COM 58733R102 8,611 60,772 SH   SOLE   29,961 0 30,811
MERCER INTL INC COM COM 588056101 2,272 166,100 SH   SOLE   30,780 0 135,320
MERCK & CO INC COM 58933Y105 490 8,624 SH   SOLE   6,016 0 2,608
METLIFE INC COM 59156R108 473 8,464 SH   SOLE   5,875 0 2,589
MGIC INVESTMENT CORP/WI COM 552848103 5,181 455,306 SH   SOLE   280,539 0 174,767
MICROSEMI CORP COM 595137100 3,135 89,718 SH   SOLE   29,464 0 60,254
MICROSOFT CORP COM 594918104 7,723 174,945 SH   SOLE   87,418 0 87,527
MOBILEYE NV COM N51488117 3,774 70,997 SH   SOLE   41,584 0 29,413
MONSANTO CO COM 61166W101 11,571 108,557 SH   SOLE   60,851 0 47,706
MONSTER BEVERAGE CORP COM 61174X109 9,560 71,334 SH   SOLE   41,509 0 29,825
MORGAN STANLEY COM 617446448 474 12,229 SH   SOLE   8,465 0 3,764
NATIONAL CINEMEDIA INC COM 635309107 11,181 700,578 SH   SOLE   356,409 0 344,169
NATUS MEDICAL INC COM 639050103 15,418 362,284 SH   SOLE   148,035 0 214,249
NAVIENT CORP COM 63938C108 356 19,553 SH   SOLE   13,570 0 5,983
NETSUITE INC COM 64118Q107 8,966 97,725 SH   SOLE   51,567 0 46,158
NIKE INC -CL B COM 654106103 15,561 144,065 SH   SOLE   80,946 0 63,119
NOVARTIS AG-ADR COM 66987V109 1,434 14,588 SH   SOLE   7,294 0 7,294
NOVO-NORDISK A S ADR COM 670100205 13,039 238,114 SH   SOLE   138,936 0 99,178
NTT DOCOMO INC-SPON ADR COM 62942M201 2,619 136,942 SH   SOLE   68,471 0 68,471
OLD REPUBLIC INTL CORP COM 680223104 359 22,972 SH   SOLE   15,944 0 7,028
OMNIGROUP COM 681919106 386 5,561 SH   SOLE   3,859 0 1,702
ON ASSIGNMENT INC COM COM 682159108 10,949 278,757 SH   SOLE   94,792 0 183,965
ON SEMICONDUCTOR CORP COM 682189105 325 27,866 SH   SOLE   19,340 0 8,526
ORACLE CORP COM 68389X105 10,930 271,240 SH   SOLE   135,620 0 135,620
OREXIGEN THERAPEUTICS INC COM 686164104 4,540 917,303 SH   SOLE   502,191 0 415,112
PACIRA PHARMACEUTICALS INC COM 695127100 1,265 17,896 SH   SOLE   6,321 0 11,575
PAPA JOHN'S INTL INC COM 698813102 17,345 229,414 SH   SOLE   127,953 0 101,461
PARKER HANNIFIN CORP COM 701094104 388 3,341 SH   SOLE   2,317 0 1,024
PAYCHEX INC COM 704326107 742 15,832 SH   SOLE   7,916 0 7,916
PENSKE AUTO GROUP INC COM 70959W103 6,974 133,847 SH   SOLE   94,734 0 39,113
PEPSICO INC COM 713448108 1,584 16,973 SH   SOLE   8,584 0 8,389
PHILIP MORRIS INTERNATIONAL COM 718172109 11,227 140,042 SH   SOLE   70,021 0 70,021
PILGRIM'S PRIDE CORP COM 72147K108 345 15,057 SH   SOLE   10,450 0 4,607
PINNACLE FINANCIAL PARTNERS COM 72346Q104 6,837 125,760 SH   SOLE   36,389 0 89,371
PIONEER NATURAL RESOURCES CO COM 723787107 6,022 43,427 SH   SOLE   25,494 0 17,933
PPG INDUSTRIES INC COM 693506107 4,127 35,976 SH   SOLE   35,976 0 0
PRECISION CASTPARTS CORP COM 740189105 1,457 7,290 SH   SOLE   3,645 0 3,645
PRESS GANEY HOLDINGS INC COM 74113L102 6,476 225,882 SH   SOLE   125,346 0 100,536
PRESTIGI BRANDS HOLDINGS INC COM 74112D101 2,385 51,600 SH   SOLE   18,585 0 33,015
PRICELINE GROUP INC/THE COM 741503403 11,007 9,560 SH   SOLE   5,569 0 3,991
PRINCIPAL FINANCIAL GROUP COM 74251V102 397 7,754 SH   SOLE   5,377 0 2,377
PROCTER & GAMBLE CO COM 742718109 9,913 126,712 SH   SOLE   63,472 0 63,240
PROTO LABS INC COM 743713109 1,877 27,826 SH   SOLE   10,027 0 17,799
PRUDENTIAL FINANCIAL INC COM 744320102 440 5,038 SH   SOLE   3,497 0 1,541
PUBLIC SERVICE ENTRP COM 744573106 403 10,283 SH   SOLE   7,137 0 3,146
QUALCOMM INC COM 747525103 7,161 114,340 SH   SOLE   57,346 0 56,994
QUEST DIAGNOSATICS COM 74834L100 378 5,221 SH   SOLE   3,624 0 1,597
QUINTILES TRANSNATIONAL HOLD COM 74876Y101 395 5,446 SH   SOLE   3,780 0 1,666
REGAL ENTERTAINMENT GROUP-A COM 758766109 13,702 655,305 SH   SOLE   339,993 0 315,312
REGENERON PHARMACEUTICALS COM 75886F107 12,172 23,862 SH   SOLE   13,936 0 9,926
RENAISSANCERE HOLDINGS LTD COM G7496G103 348 3,430 SH   SOLE   2,380 0 1,050
RESTORATION HARDWARE HOLDINGS COM 761283100 3,648 37,375 SH   SOLE   10,977 0 26,398
REYNOLDS AMERICAN INC COM COM 761713106 763 10,228 SH   SOLE   5,114 0 5,114
ROCK-TENN CO CL A COM 772739207 358 5,949 SH   SOLE   4,129 0 1,820
ROCKWELL AUTOMATION INC COM 773903109 939 7,536 SH   SOLE   3,768 0 3,768
SAIA INC COM 78709Y105 3,696 94,079 SH   SOLE   32,138 0 61,941
SALESFORCE.COM INC COM 79466L302 10,330 148,357 SH   SOLE   86,776 0 61,581
SANCHEZ ENERGY CORP COM COM 79970Y105 1,696 173,111 SH   SOLE   56,983 0 116,128
SAP SE-SPONSORED ADR COM 803054204 780 11,112 SH   SOLE   5,556 0 5,556
SCHLUMBERGER LTD COM 806857108 3,366 39,054 SH   SOLE   38,651 0 403
SEACOR SMIT INC COM 811904101 2,354 33,186 SH   SOLE   6,157 0 27,029
SELECTIVE INS GROUP INC COM 816300107 2,170 77,372 SH   SOLE   14,347 0 63,025
SHIRE PLC-ADR COM 82481R106 7,512 31,111 SH   SOLE   31,111 0 0
SONIC CORP COM 835451105 11,413 396,315 SH   SOLE   182,978 0 213,337
SOTHEBY'S COM 835898107 2,687 59,405 SH   SOLE   59,405 0 0
SOUTHWEST AIRLINES COM 844741108 375 11,353 SH   SOLE   7,879 0 3,474
SPDR BARCLAYS SHORT-TERM HIG COM 78468R408 12,166 420,838 SH   SOLE   0 0 420,838
SPDR GOLD TRUST COM 78463V107 718 6,398 SH   SOLE   6,118 0 280
SPDR S&P 500 ETF TRUST COM 78462F103 1,395 6,777 SH   SOLE   155 0 6,622
SPIRIT AIRLINES INC COM 848577102 10,555 169,982 SH   SOLE   81,484 0 88,498
SPLUNK INC COM 848637104 11,560 166,056 SH   SOLE   82,304 0 83,752
SPROUTS FARMERS MARKET LLC COM 85208M102 7,189 266,480 SH   SOLE   132,979 0 133,501
ST JUDE MED INC COM 790849103 1,120 15,340 SH   SOLE   7,670 0 7,670
STANDARD PAC CORP NEW COM COM 85375C101 3,530 396,257 SH   SOLE   73,318 0 322,939
STARBUCKS CORP COM 855244109 10,133 189,005 SH   SOLE   110,479 0 78,526
STERICYCLE INC COM 858912108 8,223 61,411 SH   SOLE   35,870 0 25,541
STEVEN MADDEN LTD COM 556269108 1,777 41,545 SH   SOLE   41,545 0 0
STRYKER CORP COM 863667101 2,064 21,604 SH   SOLE   10,802 0 10,802
SUMMIT MATERIALS INC -CL A COM 86614U100 2,813 110,352 SH   SOLE   80,475 0 29,877
SUNTRUST BANKS INC COM 867914103 418 9,724 SH   SOLE   6,742 0 2,982
SWIFT TRANSPORTATION CO COM 87074U101 2,688 118,596 SH   SOLE   39,560 0 79,036
SYMANTEC CORP COM 871503108 355 15,280 SH   SOLE   10,605 0 4,675
SYNGENTA AG-ADR COM 87160A100 635 7,790 SH   SOLE   3,895 0 3,895
T-MOBILE US INC COM 872590104 1,654 42,672 SH   SOLE   42,672 0 0
TARGA RESOURCES CORP COM 87612G101 5,562 62,343 SH   SOLE   28,778 0 33,565
TARGET CORP COM 87612E106 470 5,763 SH   SOLE   3,949 0 1,814
TASER INTERNATIONAL INC COM 87651B104 17,438 523,518 SH   SOLE   284,853 0 238,665
TEEKAY TANKERS LTD CL A COM Y8565N102 1,549 234,470 SH   SOLE   234,470 0 0
TERADATA CORPORATION COM 88076W103 1,681 45,452 SH   SOLE   22,726 0 22,726
TERRENO REALTY CORP COM 88146M101 2,291 116,309 SH   SOLE   84,740 0 31,569
TESORO CORP COM 881609101 387 4,589 SH   SOLE   3,184 0 1,405
TETRAPHASE PHARMACEUTICALS COM 88165N105 18,515 390,294 SH   SOLE   186,567 0 203,727
TEXAS INSTRUMENTS INC COM 882508104 455 8,848 SH   SOLE   6,244 0 2,604
THE MOSAIC CO COM 61945C103 429 9,158 SH   SOLE   6,355 0 2,803
TJX COMPANIES INC COM 872540109 822 12,430 SH   SOLE   6,215 0 6,215
TOLL BROTHERS COM 889478103 2,016 52,797 SH   SOLE   52,797 0 0
TRANSDIGM GROUP INC COM COM 893641100 5,086 22,640 SH   SOLE   13,268 0 9,372
TRAVELERS COS INC/THE COM 89417E109 423 4,380 SH   SOLE   3,040 0 1,340
TREX COMPANY INC COM 89531P105 7,937 160,578 SH   SOLE   72,451 0 88,127
UGI CORP NEW COM COM 902681105 352 10,239 SH   SOLE   7,067 0 3,172
ULTA SALON COSMETICS & FRAGRAN COM 90384S303 11,053 71,567 SH   SOLE   31,879 0 39,688
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 9,123 89,110 SH   SOLE   47,404 0 41,706
UNDER ARMOUR INC-CLASS A COM 904311107 8,805 105,534 SH   SOLE   50,112 0 55,422
UNILEVER NV NY SHARES COM 904784709 2,584 61,760 SH   SOLE   30,880 0 30,880
UNILEVER PLC-SPONSORED ADR COM 904767704 2,897 67,438 SH   SOLE   33,719 0 33,719
UNION PACIFIC CORP COM 907818108 444 4,666 SH   SOLE   3,239 0 1,427
UNITED CONTINENTAL HOLDING COM 910047109 407 7,683 SH   SOLE   5,332 0 2,351
UNITEDHEALTH GROUP INC COM 91324P102 5,496 45,052 SH   SOLE   22,156 0 22,896
UNITIL CORP COM 913259107 2,705 81,922 SH   SOLE   15,185 0 66,737
US CONCRETE INC COM NEW COM 90333L201 8,484 223,924 SH   SOLE   102,578 0 121,346
V F CORP COM 918204108 1,363 19,554 SH   SOLE   9,777 0 9,777
VALERO ENERGY CORP COM 91913Y100 470 7,512 SH   SOLE   5,190 0 2,322
VALIDUS HOLDINGS LTD COM G9319H102 355 8,082 SH   SOLE   5,577 0 2,505
VCA ANTECH INC COM 918194101 2,990 54,965 SH   SOLE   19,810 0 35,155
VENTAS INC COM 92276F100 9,517 153,278 SH   SOLE   151,981 0 1,297
VERA BRADLEY INC COM 92335c106 390 34,617 SH   SOLE   34,617 0 0
VERINT SYSTEMS INC COM 92343X100 7,130 117,386 SH   SOLE   38,841 0 78,545
VERIZON COMMUNICATIONS COM 92343V104 520 11,161 SH   SOLE   7,860 0 3,301
VIACOM INC -CL B COM 92553P201 406 6,295 SH   SOLE   4,369 0 1,926
VIPSHOP HOLDINGS LTD-ADS COM 92763W103 5,413 243,282 SH   SOLE   141,760 0 101,522
VISA INC-CLASS A COM 92826C839 8,748 130,277 SH   SOLE   76,102 0 54,175
VOXELJET AG-ADR COM 92912L107 1,360 198,933 SH   SOLE   198,933 0 0
VULCAN MATERIAL CO COM COM 929160109 9,436 112,432 SH   SOLE   85,162 0 27,270
WABTEC CORP COM COM 929740108 3,035 32,215 SH   SOLE   32,215 0 0
WAGEWORKS INC COM COM 930427109 5,102 126,149 SH   SOLE   67,086 0 59,063
WAL-MART STORES COM 931142103 3,123 44,041 SH   SOLE   22,052 0 21,989
WELLCARE HEALTH PLANS COM COM 94946T106 3,163 37,289 SH   SOLE   37,289 0 0
WELLS FARGO & CO COM 949746101 522 9,289 SH   SOLE   6,446 0 2,843
WESTERN ALLIANCE BANCORP COM 957638109 2,640 78,226 SH   SOLE   14,507 0 63,719
WESTERN DIGITAL CORP COM 958102105 346 4,417 SH   SOLE   3,065 0 1,352
WORKDAY INC COM 98138H101 7,503 98,229 SH   SOLE   57,533 0 40,696
WSFS FINANCIAL CORP COM 929328102 2,637 96,426 SH   SOLE   17,885 0 78,541
WW GRAINGER INC COM 384802104 848 3,584 SH   SOLE   1,792 0 1,792
XILINX INC COM 983919101 632 14,330 SH   SOLE   7,165 0 7,165
XL GROUP PLC COM G98290102 391 10,516 SH   SOLE   7,299 0 3,217
ZELTIQ AESTHETICS INC COM 98933Q108 10,553 358,124 SH   SOLE   153,491 0 204,633
ZIMMER BIOMET HOLDINGS INC COM 98956P102 990 9,064 SH   SOLE   4,532 0 4,532