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
ACADIA PHARMACEUTICALS INC COM 004225108 782 28,483 SH   SOLE   28,483 0 0
ACCURAY INC COM 004397105 7,060 956,600 SH   SOLE   956,600 0 0
ACXIOM CORP COM 005125109 9,119 321,200 SH   SOLE   321,200 0 0
ADVISORY BRD CO COM 00762W107 20,679 347,660 SH   SOLE   347,660 0 0
AFFILIATED MANAGERS GROUP COM 008252108 27,374 149,881 SH   SOLE   149,881 0 0
AIR PRODS & CHEMS INC COM 009158106 12,053 113,100 SH   SOLE   113,100 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 14,811 411,200 SH   SOLE   411,200 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,149 18,500 SH   SOLE   18,500 0 0
ALLERGAN INC COM 018490102 316 3,500 SH Call SOLE   3,500 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,600 25,000 SH Put SOLE   25,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,240 35,000 SH   SOLE   35,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 232 3,800 SH Call SOLE   3,800 0 0
AMETEK INC NEW COM 031100100 22,073 479,641 SH   SOLE   479,641 0 0
AMGEN INC COM 031162100 504 4,500 SH Call SOLE   4,500 0 0
ANSYS INC COM 03662Q105 28,292 327,000 SH   SOLE   327,000 0 0
APPLE INC COM 037833100 7,828 16,420 SH   SOLE   16,420 0 0
APPLIED MATLS INC COM 038222105 923 52,700 SH Call SOLE   52,700 0 0
APPLIED MATLS INC COM 038222105 2,496 142,400 SH   SOLE   142,400 0 0
APTARGROUP INC COM 038336103 15,279 254,100 SH   SOLE   254,100 0 0
ASSOCIATED BANC CORP COM 045487105 7,506 484,600 SH   SOLE   484,600 0 0
AT&T INC COM 00206R102 714 21,109 SH   SOLE   21,109 0 0
ATHENAHEALTH INC COM 04685W103 10,857 99,990 SH   SOLE   99,990 0 0
AUGUSTA RES CORP COM NEW 050912203 758 369,765 SH   SOLE   369,765 0 0
AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 64 15,200 SH Call SOLE   15,200 0 0
AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 131 30,983 SH   SOLE   30,983 0 0
BALLY TECHNOLOGIES INC COM 05874B107 15,623 216,800 SH   SOLE   216,800 0 0
BANK HAWAII CORP COM 062540109 604 11,100 SH   SOLE   11,100 0 0
BANK OF AMERICA CORPORATION COM 060505104 4,732 342,900 SH   SOLE   342,900 0 0
BARD C R INC COM 067383109 242 2,100 SH Call SOLE   2,100 0 0
BARD C R INC COM 067383109 7,373 64,000 SH   SOLE   64,000 0 0
BAXTER INTL INC COM 071813109 565 8,600 SH   SOLE   8,600 0 0
BECTON DICKINSON & CO COM 075887109 270 2,700 SH Call SOLE   2,700 0 0
BLACKBAUD INC COM 09227Q100 16,711 428,038 SH   SOLE   428,038 0 0
BLACKROCK INC COM 09247X101 731 2,700 SH   SOLE   2,700 0 0
BOSTON SCIENTIFIC CORP COM 101137107 305 26,000 SH Call SOLE   26,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 439 9,500 SH Call SOLE   9,500 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 23,568 742,300 SH   SOLE   742,300 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 4,262 112,100 SH   SOLE   112,100 0 0
BROWN & BROWN INC COM 115236101 33,304 1,037,500 SH   SOLE   1,037,500 0 0
CA INC COM 12673P105 584 19,700 SH   SOLE   19,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 32,750 2,424,125 SH   SOLE   2,424,125 0 0
CAMPUS CREST CMNTYS INC COM 13466Y105 459 42,500 SH   SOLE   42,500 0 0
CARBO CERAMICS INC COM 140781105 5,689 57,400 SH   SOLE   57,400 0 0
CARDINAL HEALTH INC COM 14149Y108 235 4,500 SH Call SOLE   4,500 0 0
CARTER INC COM 146229109 21,962 289,389 SH   SOLE   289,389 0 0
CELGENE CORP COM 151020104 1,850 12,000 SH Put SOLE   12,000 0 0
CELGENE CORP COM 151020104 3,774 24,485 SH   SOLE   24,485 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 177 5,000 SH Call SOLE   5,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,932 54,523 SH   SOLE   54,523 0 0
CHATHAM LODGING TR COM 16208T102 472 26,400 SH   SOLE   26,400 0 0
CHELSEA THERAPEUTICS INTL LT COM 163428105 141 47,000 SH Call SOLE   47,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,761 403,088 SH   SOLE   403,088 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 3,508 133,064 SH   SOLE   133,064 0 0
CHEVRON CORP NEW COM 166764100 1,373 11,300 SH   SOLE   11,300 0 0
CHICOPEE BANCORP INC COM 168565109 2,827 160,514 SH   SOLE   160,514 0 0
CHIQUITA BRANDS INTL INC COM 170032809 4,897 386,800 SH   SOLE   386,800 0 0
CISCO SYS INC COM 17275R102 927 39,550 SH   SOLE   39,550 0 0
CIT GROUP INC COM NEW 125581801 1,951 40,000 SH   SOLE   40,000 0 0
CITIGROUP INC COM NEW 172967424 39,888 822,256 SH   SOLE   822,256 0 0
CITIGROUP INC COM NEW 172967424 2,426 50,000 SH Call SOLE   50,000 0 0
CITRIX SYS INC COM 177376100 9,864 139,700 SH   SOLE   139,700 0 0
CLEAN HARBORS INC COM 184496107 39,196 668,188 SH   SOLE   668,188 0 0
CLOVIS ONCOLOGY INC COM 189464100 14,901 245,086 SH   SOLE   245,086 0 0
COCA COLA CO COM 191216100 238 6,286 SH   SOLE   6,286 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 302 7,500 SH   SOLE   7,500 0 0
COLE REAL ESTATE INVTS INC COM 19329V105 651 53,100 SH   SOLE   53,100 0 0
COLGATE PALMOLIVE CO COM 194162103 474 8,000 SH   SOLE   8,000 0 0
COMPASS MINERALS INTL INC COM 20451N101 557 7,300 SH   SOLE   7,300 0 0
CONSUMER PORTFOLIO SVCS INC COM 210502100 3,194 538,562 SH   SOLE   538,562 0 0
COOPER COS INC COM NEW 216648402 32,710 252,220 SH   SOLE   252,220 0 0
CORE LABORATORIES N V COM N22717107 26,904 159,000 SH   SOLE   159,000 0 0
CORPORATE EXECUTIVE BRD CO COM 21988R102 8,934 123,019 SH   SOLE   123,019 0 0
COSTAR GROUP INC COM 22160N109 5,201 30,972 SH   SOLE   30,972 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 22,390 216,990 SH   SOLE   216,990 0 0
CREE INC COM 225447101 6,440 107,000 SH   SOLE   107,000 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 318 5,000 SH Call SOLE   5,000 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 916 14,417 SH   SOLE   14,417 0 0
CULLEN FROST BANKERS INC COM 229899109 635 9,000 SH   SOLE   9,000 0 0
DENNYS CORP COM 24869P104 9,829 1,608,600 SH   SOLE   1,608,600 0 0
DEXCOM INC COM 252131107 11,243 398,416 SH   SOLE   398,416 0 0
DEXCOM INC COM 252131107 8 300 SH Call SOLE   300 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 538 12,000 SH   SOLE   12,000 0 0
DRESSER-RAND GROUP INC COM 261608103 59,628 955,574 SH   SOLE   955,574 0 0
DSW INC CL A 23334L102 23,314 273,251 SH   SOLE   273,251 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 573 9,780 SH   SOLE   9,780 0 0
DUNKIN BRANDS GROUP INC COM 265504100 16,285 359,817 SH   SOLE   359,817 0 0
EAGLE BANCORP MONT INC COM 26942G100 656 60,486 SH   SOLE   60,486 0 0
EAST WEST BANCORP INC COM 27579R104 22,506 704,400 SH   SOLE   704,400 0 0
EATON CORP PLC SHS G29183103 739 10,740 SH   SOLE   10,740 0 0
EBAY INC COM 278642103 10,657 191,000 SH   SOLE   191,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 237 3,400 SH Call SOLE   3,400 0 0
EINSTEIN NOAH REST GROUP INC COM 28257U104 624 36,000 SH   SOLE   36,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,955 76,500 SH Call SOLE   76,500 0 0
EMERSON ELEC CO COM 291011104 692 10,700 SH   SOLE   10,700 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 426 14,000 SH   SOLE   14,000 0 0
ENDOLOGIX INC COM 29266S106 23,373 1,448,149 SH   SOLE   1,448,149 0 0
ENERGEN CORP COM 29265N108 12,536 164,100 SH   SOLE   164,100 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 6,940 105,500 SH   SOLE   105,500 0 0
EOG RES INC COM 26875P101 24,969 147,500 SH   SOLE   147,500 0 0
EXACT SCIENCES CORP COM 30063P105 10,097 855,720 SH   SOLE   855,720 0 0
EXPEDITORS INTL WASH INC COM 302130109 43,655 990,817 SH   SOLE   990,817 0 0
EXXON MOBIL CORP COM 30231G102 11,660 135,516 SH   SOLE   135,516 0 0
F M C CORP COM NEW 302491303 23,195 323,410 SH   SOLE   323,410 0 0
FIFTH THIRD BANCORP COM 316773100 762 42,200 SH   SOLE   42,200 0 0
FINANCIAL ENGINES INC COM 317485100 14,156 238,178 SH   SOLE   238,178 0 0
FIRST NIAGARA FINL GP INC COM 33582V108 13,893 1,339,700 SH   SOLE   1,339,700 0 0
FLIR SYS INC COM 302445101 16,080 512,100 SH   SOLE   512,100 0 0
FLOWERS FOODS INC COM 343498101 10,238 477,500 SH   SOLE   477,500 0 0
FLOWSERVE CORP COM 34354P105 11,249 180,300 SH   SOLE   180,300 0 0
FOREST LABS INC COM 345838106 351 8,200 SH Call SOLE   8,200 0 0
FRANKLIN RES INC COM 354613101 3,336 66,000 SH   SOLE   66,000 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 236 7,300 SH Call SOLE   7,300 0 0
GALLAGHER ARTHUR J & CO COM 363576109 16,199 371,100 SH   SOLE   371,100 0 0
GARTNER INC COM 366651107 34,889 581,475 SH   SOLE   581,475 0 0
GENERAL ELECTRIC CO COM 369604103 315 13,200 SH   SOLE   13,200 0 0
GENERAL MTRS CO COM 37045V100 1,978 55,000 SH Call SOLE   55,000 0 0
GENERAL MTRS CO COM 37045V100 2,399 66,695 SH   SOLE   66,695 0 0
GENESEE & WYO INC CL A 371559105 31,937 343,517 SH   SOLE   343,517 0 0
GENUINE PARTS CO COM 372460105 630 7,785 SH   SOLE   7,785 0 0
GILDAN ACTIVEWEAR INC COM 375916103 14,350 309,000 SH   SOLE   309,000 0 0
GILEAD SCIENCES INC COM 375558103 3,262 51,883 SH   SOLE   51,883 0 0
GRAFTECH INTL LTD COM 384313102 18,240 2,158,527 SH   SOLE   2,158,527 0 0
GREIF INC CL A 397624107 485 9,900 SH   SOLE   9,900 0 0
HAEMONETICS CORP COM 405024100 14,145 354,700 SH   SOLE   354,700 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 185 16,763 SH   SOLE   16,763 0 0
HASBRO INC COM 418056107 655 13,900 SH   SOLE   13,900 0 0
HATTERAS FINL CORP COM 41902R103 453 24,200 SH   SOLE   24,200 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 18,809 749,375 SH   SOLE   749,375 0 0
HCA HOLDINGS INC COM 40412C101 641 15,000 SH   SOLE   15,000 0 0
HCP INC COM 40414L109 4,095 100,000 SH   SOLE   100,000 0 0
HEICO CORP NEW CL A 422806208 39,218 782,160 SH   SOLE   782,160 0 0
HIBBETT SPORTS INC COM 428567101 40,748 726,182 SH   SOLE   726,182 0 0
HOSPIRA INC COM 441060100 279 7,100 SH Call SOLE   7,100 0 0
HOSPIRA INC COM 441060100 8,938 227,900 SH   SOLE   227,900 0 0
HOWARD HUGHES CORP COM 44267D107 1,230 10,950 SH   SOLE   10,950 0 0
HUMANA INC COM 444859102 12,534 134,300 SH   SOLE   134,300 0 0
HUNT J B TRANS SVCS INC COM 445658107 31,446 431,179 SH   SOLE   431,179 0 0
HURON CONSULTING GROUP INC COM 447462102 8,160 155,100 SH   SOLE   155,100 0 0
ICON PLC SHS G4705A100 12,606 308,000 SH   SOLE   308,000 0 0
IDEXX LABS INC COM 45168D104 23,916 240,000 SH   SOLE   240,000 0 0
IDEXX LABS INC COM 45168D104 110 1,100 SH Call SOLE   1,100 0 0
IHS INC CL A 451734107 26,789 234,623 SH   SOLE   234,623 0 0
INCYTE CORP COM 45337C102 1,595 41,800 SH Put SOLE   41,800 0 0
INCYTE CORP COM 45337C102 2,561 67,124 SH   SOLE   67,124 0 0
INFORMATICA CORP COM 45666Q102 12,104 310,600 SH   SOLE   310,600 0 0
INNOPHOS HOLDINGS INC COM 45774N108 9,089 172,200 SH   SOLE   172,200 0 0
INSULET CORP COM 45784P101 10,948 302,106 SH   SOLE   302,106 0 0
INTEL CORP COM 458140100 1,146 50,000 SH Put SOLE   50,000 0 0
INTEL CORP COM 458140100 415 18,100 SH   SOLE   18,100 0 0
INTERMUNE INC COM 45884X103 315 20,500 SH Call SOLE   20,500 0 0
ISHARES NASDQ BIOTEC ETF 464287556 304 1,452 SH   SOLE   1,452 0 0
ISHARES RUSSELL 2000 ETF 464287655 800 7,500 SH Put SOLE   7,500 0 0
ITRON INC COM 465741106 9,971 232,800 SH   SOLE   232,800 0 0
JANUS CAP GROUP INC COM 47102X105 851 100,000 SH   SOLE   100,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 230 2,500 SH Call SOLE   2,500 0 0
JOHNSON & JOHNSON COM 478160104 1,408 16,245 SH   SOLE   16,245 0 0
JOHNSON & JOHNSON COM 478160104 407 4,700 SH Call SOLE   4,700 0 0
JONES LANG LASALLE INC COM 48020Q107 26,321 301,500 SH   SOLE   301,500 0 0
JPMORGAN CHASE & CO COM 46625H100 13,597 263,050 SH   SOLE   263,050 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 408 3,732 SH   SOLE   3,732 0 0
KENNAMETAL INC COM 489170100 27,305 598,797 SH   SOLE   598,797 0 0
KIMBERLY CLARK CORP COM 494368103 664 7,050 SH   SOLE   7,050 0 0
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 5,404 67,700 SH   SOLE   67,700 0 0
KIRBY CORP COM 497266106 28,129 325,000 SH   SOLE   325,000 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 14,523 450,329 SH   SOLE   450,329 0 0
LAM RESEARCH CORP COM 512807108 6,062 118,400 SH   SOLE   118,400 0 0
LANCASTER COLONY CORP COM 513847103 6,725 85,900 SH   SOLE   85,900 0 0
LEGGETT & PLATT INC COM 524660107 688 22,825 SH   SOLE   22,825 0 0
LENNOX INTL INC COM 526107107 14,819 196,900 SH   SOLE   196,900 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 8,623 58,600 SH   SOLE   58,600 0 0
LINEAR TECHNOLOGY CORP COM 535678106 14,833 374,000 SH   SOLE   374,000 0 0
LKQ CORP COM 501889208 56,489 1,772,469 SH   SOLE   1,772,469 0 0
LOCKHEED MARTIN CORP COM 539830109 740 5,800 SH   SOLE   5,800 0 0
LOUISANA BANCORP INC NEW COM 54619P104 3,235 183,827 SH   SOLE   183,827 0 0
LPL FINL HLDGS INC COM 50212V100 30,184 787,900 SH   SOLE   787,900 0 0
LTC PPTYS INC COM 502175102 2,308 60,775 SH   SOLE   60,775 0 0
MARATHON OIL CORP COM 565849106 1,046 30,000 SH Call SOLE   30,000 0 0
MARATHON OIL CORP COM 565849106 4,165 119,400 SH   SOLE   119,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,708 64,375 SH   SOLE   64,375 0 0
MARSH & MCLENNAN COS INC COM 571748102 531 12,200 SH   SOLE   12,200 0 0
MASIMO CORP COM 574795100 19,803 743,353 SH   SOLE   743,353 0 0
MATSON INC COM 57686G105 8,735 333,000 SH   SOLE   333,000 0 0
MEASUREMENT SPECIALTIES INC COM 583421102 10,431 192,309 SH   SOLE   192,309 0 0
MEDIVATION INC COM 58501N101 12,710 212,041 SH   SOLE   212,041 0 0
MEDTRONIC INC COM 585055106 517 9,700 SH Call SOLE   9,700 0 0
MERCK & CO INC NEW COM 58933Y105 299 6,286 SH   SOLE   6,286 0 0
MERCK & CO INC NEW COM 58933Y105 314 6,600 SH Call SOLE   6,600 0 0
MEREDITH CORP COM 589433101 590 12,400 SH   SOLE   12,400 0 0
METLIFE INC COM 59156R108 1,014 21,600 SH   SOLE   21,600 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 774 19,200 SH   SOLE   19,200 0 0
MICROS SYS INC COM 594901100 4,495 90,000 SH   SOLE   90,000 0 0
MICROSOFT CORP COM 594918104 1,220 36,655 SH   SOLE   36,655 0 0
MICROSOFT CORP COM 594918104 3,345 100,500 SH Call SOLE   100,500 0 0
MOBILE MINI INC COM 60740F105 7,157 210,138 SH   SOLE   210,138 0 0
MONRO MUFFLER BRAKE INC COM 610236101 26,107 562,290 SH   SOLE   562,290 0 0
MYLAN INC COM 628530107 408 10,700 SH Call SOLE   10,700 0 0
MYLAN INC COM 628530107 38 1,000 SH Put SOLE   1,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 26,431 1,401,450 SH   SOLE   1,401,450 0 0
NATIONAL INSTRS CORP COM 636518102 10,962 354,398 SH   SOLE   354,398 0 0
NEKTAR THERAPEUTICS COM 640268108 409 39,189 SH   SOLE   39,189 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 222 19,600 SH Call SOLE   19,600 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,876 254,043 SH   SOLE   254,043 0 0
NEWS CORP NEW CL A 65249B109 642 40,000 SH Call SOLE   40,000 0 0
NOODLES & CO CL A 65540B105 10,629 247,992 SH   SOLE   247,992 0 0
NORFOLK SOUTHERN CORP COM 655844108 526 6,800 SH   SOLE   6,800 0 0
NPS PHARMACEUTICALS INC COM 62936P103 1,591 50,000 SH Put SOLE   50,000 0 0
NPS PHARMACEUTICALS INC COM 62936P103 16,527 519,550 SH   SOLE   519,550 0 0
NVIDIA CORP COM 67066G104 12,081 776,400 SH   SOLE   776,400 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 10,773 115,170 SH   SOLE   115,170 0 0
ORACLE CORP COM 68389X105 6,650 200,475 SH   SOLE   200,475 0 0
ORBITAL SCIENCES CORP COM 685564106 13,629 643,500 SH   SOLE   643,500 0 0
PALL CORP COM 696429307 22,774 295,612 SH   SOLE   295,612 0 0
PAYCHEX INC COM 704326107 666 16,400 SH   SOLE   16,400 0 0
PERKINELMER INC COM 714046109 29,739 787,781 SH   SOLE   787,781 0 0
PERRIGO CO COM 714290103 2,015 16,330 SH   SOLE   16,330 0 0
PETSMART INC COM 716768106 36,166 474,240 SH   SOLE   474,240 0 0
PFIZER INC COM 717081103 264 9,200 SH Call SOLE   9,200 0 0
PHARMACYCLICS INC COM 716933106 1,376 9,955 SH   SOLE   9,955 0 0
PLUM CREEK TIMBER CO INC COM 729251108 4,683 100,000 SH   SOLE   100,000 0 0
POLARIS INDS INC COM 731068102 50,693 392,419 SH   SOLE   392,419 0 0
POLYPORE INTL INC COM 73179V103 1,024 25,000 SH Call SOLE   25,000 0 0
POLYPORE INTL INC COM 73179V103 40,303 983,722 SH   SOLE   983,722 0 0
POWER INTEGRATIONS INC COM 739276103 14,049 259,400 SH   SOLE   259,400 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 20,660 685,924 SH   SOLE   685,924 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 683 12,723 SH   SOLE   12,723 0 0
QLIK TECHNOLOGIES INC COM 74733T105 13,350 390,001 SH   SOLE   390,001 0 0
QUEST DIAGNOSTICS INC COM 74834L100 204 3,300 SH Call SOLE   3,300 0 0
QUIDEL CORP COM 74838J101 11,792 415,200 SH   SOLE   415,200 0 0
RADIAN GROUP INC COM 750236101 2,180 156,500 SH   SOLE   156,500 0 0
REALPAGE INC COM 75606N109 14,790 639,976 SH   SOLE   639,976 0 0
REGAL BELOIT CORP COM 758750103 7,466 109,900 SH   SOLE   109,900 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,248 3,990 SH   SOLE   3,990 0 0
REYNOLDS AMERICAN INC COM 761713106 593 12,150 SH   SOLE   12,150 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 19,280 955,400 SH   SOLE   955,400 0 0
ROLLINS INC COM 775711104 23,702 894,089 SH   SOLE   894,089 0 0
ROYAL GOLD INC COM 780287108 2,456 50,472 SH   SOLE   50,472 0 0
ROYAL GOLD INC COM 780287108 5,246 107,800 SH Call SOLE   107,800 0 0
RPM INTL INC COM 749685103 634 17,500 SH   SOLE   17,500 0 0
SAIA INC COM 78709Y105 11,803 378,535 SH   SOLE   378,535 0 0
SALESFORCE COM INC COM 79466L302 2,076 40,000 SH Put SOLE   40,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 38,253 1,462,252 SH   SOLE   1,462,252 0 0
SANOFI SPONSORED ADR 80105N105 597 11,800 SH   SOLE   11,800 0 0
SBA COMMUNICATIONS CORP COM 78388J106 38,899 483,456 SH   SOLE   483,456 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 11,770 213,891 SH   SOLE   213,891 0 0
SEATTLE GENETICS INC COM 812578102 1,183 27,000 SH Put SOLE   27,000 0 0
SEATTLE GENETICS INC COM 812578102 1,823 41,600 SH   SOLE   41,600 0 0
SELECT COMFORT CORP COM 81616X103 7,220 296,500 SH   SOLE   296,500 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3,289 65,000 SH Call SOLE   65,000 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 47,999 1,254,226 SH   SOLE   1,254,226 0 0
SHIRE PLC SPONSORED ADR 82481R106 288 2,400 SH Call SOLE   2,400 0 0
SIRIUS XM RADIO INC COM 82967N108 4,813 1,242,000 SH   SOLE   1,242,000 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 602 9,000 SH   SOLE   9,000 0 0
SLM CORP COM 78442P106 1,245 50,000 SH   SOLE   50,000 0 0
SOLARWINDS INC COM 83416B109 15,626 445,700 SH   SOLE   445,700 0 0
SOLERA HOLDINGS INC COM 83421A104 31,346 592,884 SH   SOLE   592,884 0 0
SONUS NETWORKS INC COM 835916107 4,620 1,371,000 SH   SOLE   1,371,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 25,636 200,000 SH   SOLE   200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 756 4,500 SH Put SOLE   4,500 0 0
SPECTRA ENERGY CORP COM 847560109 561 16,400 SH   SOLE   16,400 0 0
SPROUTS FMRS MKT INC COM 85208M102 444 10,000 SH   SOLE   10,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 38,163 1,001,659 SH   SOLE   1,001,659 0 0
ST JUDE MED INC COM 790849103 375 7,000 SH Call SOLE   7,000 0 0
STEELCASE INC CL A 858155203 14,991 902,000 SH   SOLE   902,000 0 0
STERICYCLE INC COM 858912108 32,941 285,447 SH   SOLE   285,447 0 0
STRATASYS LTD SHS M85548101 12,058 119,075 SH   SOLE   119,075 0 0
STRYKER CORP COM 863667101 257 3,800 SH Call SOLE   3,800 0 0
SUNTRUST BKS INC COM 867914103 7,275 224,400 SH   SOLE   224,400 0 0
SUNTRUST BKS INC COM 867914103 165 5,100 SH Call SOLE   5,100 0 0
SUSSER HLDGS CORP COM 869233106 15,783 296,961 SH   SOLE   296,961 0 0
SYNAGEVA BIOPHARMA CORP COM 87159A103 6,425 101,350 SH   SOLE   101,350 0 0
SYSCO CORP COM 871829107 547 17,200 SH   SOLE   17,200 0 0
TENNANT CO COM 880345103 13,359 215,461 SH   SOLE   215,461 0 0
TERRENO RLTY CORP COM 88146M101 8,063 453,974 SH   SOLE   453,974 0 0
TESARO INC COM 881569107 2,369 61,141 SH   SOLE   61,141 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 340 9,000 SH Call SOLE   9,000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 35,124 1,182,242 SH   SOLE   1,182,242 0 0
TUMI HLDGS INC COM 89969Q104 20,020 993,569 SH   SOLE   993,569 0 0
UBIQUITI NETWORKS INC COM 90347A100 11,202 333,500 SH   SOLE   333,500 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 26,953 225,622 SH   SOLE   225,622 0 0
UNION PAC CORP COM 907818108 13,950 89,800 SH   SOLE   89,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 623 6,815 SH   SOLE   6,815 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 205 2,600 SH Call SOLE   2,600 0 0
VALSPAR CORP COM 920355104 20,945 330,200 SH   SOLE   330,200 0 0
VERINT SYS INC COM 92343X100 17,659 476,500 SH   SOLE   476,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 15 200 SH Call SOLE   200 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,202 29,046 SH   SOLE   29,046 0 0
VISTAPRINT N V SHS N93540107 40,516 715,863 SH   SOLE   715,863 0 0
VISTEON CORP COM NEW 92839U206 6,408 84,715 SH   SOLE   84,715 0 0
WALKER & DUNLOP INC COM 93148P102 2,387 150,000 SH   SOLE   150,000 0 0
WATSCO INC COM 942622200 28,275 299,939 SH   SOLE   299,939 0 0
WESCO INTL INC COM 95082P105 21,433 280,054 SH   SOLE   280,054 0 0
WEYERHAEUSER CO COM 962166104 5,726 200,000 SH   SOLE   200,000 0 0
WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 8,389 193,600 SH   SOLE   193,600 0 0
WOLVERINE WORLD WIDE INC COM 978097103 57,260 983,342 SH   SOLE   983,342 0 0
WOODWARD INC COM 980745103 23,399 573,092 SH   SOLE   573,092 0 0
WORKDAY INC CL A 98138H101 1,619 20,000 SH   SOLE   20,000 0 0
WORLD FUEL SVCS CORP COM 981475106 7,496 200,913 SH   SOLE   200,913 0 0
XYLEM INC COM 98419M100 40,310 1,443,257 SH   SOLE   1,443,257 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 548 20,000 SH Call SOLE   20,000 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 4,700 171,550 SH   SOLE   171,550 0 0
ZIMMER HLDGS INC COM 98956P102 476 5,800 SH Call SOLE   5,800 0 0