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
ABBOTT LABS COM COM 002824100 1,610 41,800 SH   SOLE   41,800 0 0
ABBVIE INC COM 00287Y109 93 1,800 SH   SOLE   1,800 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 8,271 183,311 SH   SOLE   183,311 0 0
ACCESS MIDSTREAM PARTNERS L UNIT 00434L109 5,795 100,700 SH   SOLE   100,700 0 0
ACXIOM CORP COM 005125109 9,787 284,557 SH   SOLE   284,557 0 0
ADEPT TECHNOLOGY INC COM NEW 006854202 5,359 282,043 SH   SOLE   282,043 0 0
ALLERGAN INC COM 018490102 149 1,200 SH   SOLE   1,200 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 7,544 418,425 SH   SOLE   418,425 0 0
ALTERA CORP COM 021441100 1,382 38,151 SH   SOLE   38,151 0 0
ALTRA INDL MOTION CORP COM 02208R106 7,207 201,883 SH   SOLE   201,883 0 0
AMAZON INC COM 023135106 33,973 101,000 SH   SOLE   91,600 0 9,400
AMERICAN EXPRESS CO COM 025816109 808 8,970 SH   SOLE   8,970 0 0
AMGEN INC COM 031162100 247 2,000 SH   SOLE   2,000 0 0
ANADARKO PETE CORP COM 032511107 170 2,000 SH   SOLE   2,000 0 0
ANI PHARMACEUTICALS INC COM 00182C103 5,621 179,295 SH   SOLE   179,295 0 0
ANSYS INC COM 03662Q105 28,755 373,350 SH   SOLE   339,650 0 33,700
ANTERO RES CORP COM 03674X106 4,842 77,350 SH   SOLE   77,350 0 0
APPLE INC COM 037833100 42,810 79,759 SH   SOLE   72,389 0 7,370
ASPEN TECHNOLOGY INC COM 045327103 7,341 173,300 SH   SOLE   173,300 0 0
ATHENAHEALTH INC COM 04685W103 320 2,000 SH   SOLE   2,000 0 0
ATRICURE INC COM 04963C209 10,688 568,222 SH   SOLE   568,222 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 232 3,000 SH   SOLE   3,000 0 0
B/E AEROSPACE INC COM 073302101 555 6,400 SH   SOLE   6,400 0 0
BAKER HUGHES INC COM 057224107 10,217 157,130 SH   SOLE   157,130 0 0
BARNES GROUP INC COM 067806109 7,984 207,543 SH   SOLE   207,543 0 0
BARRETT BILL CORP COM 06846N104 512 20,000 SH   SOLE   20,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 1,999 29,500 SH   SOLE   29,500 0 0
BIOGEN IDEC INC COM 09062X103 41,222 134,770 SH   SOLE   122,090 0 12,680
BLACKROCK INC COM 09247X101 66,625 211,857 SH   SOLE   191,897 0 19,960
BOEING CO COM 097023105 627 5,000 SH   SOLE   5,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 1,386 31,215 SH   SOLE   31,215 0 0
BORGWARNER INC COM 099724106 67,015 1,090,200 SH   SOLE   988,600 0 101,600
BP PLC SPONSORED ADR 055622104 16,316 339,200 SH   SOLE   339,200 0 0
BROADCOM CORP COM 111320107 670 21,300 SH   SOLE   21,300 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 3,686 49,110 SH   SOLE   49,110 0 0
CABOT OIL & GAS CORP COM 127097103 3,730 110,100 SH   SOLE   110,100 0 0
CALLIDUS SOFTWARE INC COM 13123E500 8,375 668,906 SH   SOLE   668,906 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 1,087 17,600 SH   SOLE   17,600 0 0
CANADIAN NAT RES LTD COM 136385101 4,748 123,750 SH   SOLE   123,750 0 0
CANCER GENETICS INC COM 13739U104 2,813 186,410 SH   SOLE   186,410 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 8,242 259,270 SH   SOLE   259,270 0 0
CAREFUSION CORP COM 14170T101 187 4,650 SH   SOLE   4,650 0 0
CARRIZO OIL & GAS INC COM 144577103 10,572 197,760 SH   SOLE   197,760 0 0
CATERPILLAR INC COM 149123101 149 1,500 SH   SOLE   1,500 0 0
CBRE GROUP INC CL A 12504L109 36,711 1,338,338 SH   SOLE   1,212,538 0 125,800
CEPHEID COM 15670R107 5,478 106,195 SH   SOLE   106,195 0 0
CF INDS HLDGS INC COM 125269100 7,376 28,300 SH   SOLE   28,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,909 197,100 SH   SOLE   197,100 0 0
CHEVRON CORP NEW COM 166764100 2,993 25,170 SH   SOLE   25,170 0 0
CHICAGO BRIDGE & IRON CO N V COM COM 167250109 39,288 450,808 SH   SOLE   412,048 0 38,760
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 3,729 41,660 SH   SOLE   41,660 0 0
CIMAREX ENERGY CO COM 171798101 2,751 23,100 SH   SOLE   23,100 0 0
CINTAS CORP COM 172908105 1,335 22,400 SH   SOLE   22,400 0 0
CISCO SYS INC COM 17275R102 112 5,000 SH   SOLE   5,000 0 0
CITIGROUP INC COM NEW 172967424 34,696 728,910 SH   SOLE   661,410 0 67,500
CLEARWATER PAPER CORP COM 18538R103 5,901 94,167 SH   SOLE   94,167 0 0
CME GROUP INC COM 12572Q105 252 3,400 SH   SOLE   3,400 0 0
CNOOC LTD SPONSORED ADR 126132109 1,533 10,100 SH   SOLE   10,100 0 0
COACH INC COM 189754104 74 1,500 SH   SOLE   1,500 0 0
COCA COLA CO COM 191216100 387 10,020 SH   SOLE   10,020 0 0
COGENT COMM GROUP INC COM NEW 19239V302 7,853 221,022 SH   SOLE   221,022 0 0
COMPUTER SCIENCES CORP COM 205363104 602 9,900 SH   SOLE   9,900 0 0
COMSCORE INC COM 20564W105 8,025 244,725 SH   SOLE   244,725 0 0
CONCHO RES INC COM 20605P101 1,029 8,400 SH   SOLE   8,400 0 0
CONCUR TECHNOLOGIES INC COM 206708109 416 4,200 SH   SOLE   4,200 0 0
CONSTANT CONTACT INC COM 210313102 5,050 206,457 SH   SOLE   206,457 0 0
CONTANGO OIL & GAS COMPANY COM NEW 21075N204 396 8,300 SH   SOLE   8,300 0 0
CORE LABORATORIES N V COM N22717107 5,671 28,580 SH   SOLE   28,580 0 0
COSTAR GROUP INC COM 22160N109 5,790 31,008 SH   SOLE   31,008 0 0
COSTCO WHSL CORP COM 22160K105 69,532 622,600 SH   SOLE   564,100 0 58,500
CRAY INC COM NEW 225223304 7,691 206,095 SH   SOLE   206,095 0 0
CUMMINS INC COM 231021106 223 1,500 SH   SOLE   1,500 0 0
D R HORTON INC COM 23331A109 6,038 278,900 SH   SOLE   278,900 0 0
DEERE & CO COM 244199105 127 1,400 SH   SOLE   1,400 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 4,944 177,245 SH   SOLE   177,245 0 0
DENTSPLY INTL INC COM 249030107 681 14,800 SH   SOLE   14,800 0 0
DEPOMED INC COM 249908104 4,297 296,354 SH   SOLE   296,354 0 0
DEXCOM INC COM 252131107 8,494 205,370 SH   SOLE   205,370 0 0
DICKS SPORTING GOODS INC COM 253393102 2,261 41,410 SH   SOLE   41,410 0 0
DRIL-QUIP INC COM 262037104 773 6,900 SH   SOLE   6,900 0 0
DST SYS INC COM 233326107 1,318 13,900 SH   SOLE   13,900 0 0
DUNKIN BRANDS GROUP INC COM 265504100 356 7,100 SH   SOLE   7,100 0 0
EAGLE MATERIALS INC COM 26969P108 8,344 94,114 SH   SOLE   94,114 0 0
8X8 INC NEW COM 282914100 7,063 653,382 SH   SOLE   653,382 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 2,227 35,800 SH   SOLE   35,800 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 4,554 180,225 SH   SOLE   180,225 0 0
ENERGEN CORP COM 29265N108 4,856 60,090 SH   SOLE   60,090 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PARTN 29273V100 3,571 76,380 SH   SOLE   76,380 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 8,787 163,360 SH   SOLE   163,360 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 19,729 284,450 SH   SOLE   284,450 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 8,422 248,940 SH   SOLE   248,940 0 0
EOG RES INC COM 26875P101 84,938 432,980 SH   SOLE   402,080 0 30,900
EQT CORP COM 26884L109 2,428 25,040 SH   SOLE   25,040 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,937 55,980 SH   SOLE   55,980 0 0
EXAMWORKS GROUP INC COM 30066A105 8,529 243,619 SH   SOLE   243,619 0 0
EXXON MOBIL CORP COM 30231G102 13,343 136,600 SH   SOLE   136,600 0 0
F5 NETWORKS INC COM 315616102 800 7,500 SH   SOLE   7,500 0 0
FASTENAL CO COM 311900104 2,268 46,000 SH   SOLE   46,000 0 0
FERRO CORP COM 315405100 7,516 550,244 SH   SOLE   550,244 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 6,010 131,820 SH   SOLE   131,820 0 0
FISERV INC COM 337738108 5,072 89,474 SH   SOLE   89,474 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 38,182 331,730 SH   SOLE   300,570 0 31,160
FOREST LABS INC COM 345838106 1,181 12,800 SH   SOLE   12,800 0 0
GAIN CAP HLDGS INC COM 36268W100 6,503 601,560 SH   SOLE   601,560 0 0
GASTAR EXPL INC NEW COM 36729W202 3,607 659,497 SH   SOLE   659,497 0 0
GENESEE & WYO INC CL A 371559105 268 2,750 SH   SOLE   2,750 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 2,301 42,450 SH   SOLE   42,450 0 0
GENTEX CORP COM 371901109 2,083 66,060 SH   SOLE   66,060 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,052 112,494 SH   SOLE   112,494 0 0
GILEAD SCIENCES INC COM 375558103 65,614 925,970 SH   SOLE   840,970 0 85,000
GLOBAL EAGLE ENTMT INC COM 37951D102 8,415 533,297 SH   SOLE   533,297 0 0
GLOBUS MED INC CL A 379577208 8,567 322,174 SH   SOLE   322,174 0 0
GOODRICH PETE CORP COM NEW 382410405 3,635 229,745 SH   SOLE   229,745 0 0
GOOGLE INC CL A 38259P706 67,027 60,140 SH   SOLE   54,520 0 5,620
GULFPORT ENERGY CORP COM NEW 402635304 4,463 62,700 SH   SOLE   62,700 0 0
HAIN CELESTIAL GROUP INC COM 405217100 47,194 516,180 SH   SOLE   467,730 0 48,450
HALLIBURTON CO COM 406216101 8,120 137,880 SH   SOLE   137,880 0 0
HANCOCK HLDG CO COM 410120109 8,064 220,040 SH   SOLE   220,040 0 0
HARLEY DAVIDSON INC COM 412822108 60,640 910,373 SH   SOLE   825,973 0 84,400
HAWAIIAN HOLDINGS INC COM 419879101 4,444 318,350 SH   SOLE   318,350 0 0
HEARTLAND EXPRESS INC COM 422347104 9,404 414,475 SH   SOLE   414,475 0 0
HELMERICH & PAYNE INC COM 423452101 947 8,800 SH   SOLE   8,800 0 0
HESS CORP COM 42809H107 2,412 29,100 SH   SOLE   29,100 0 0
HEXCEL CORP COM 428291108 8,765 201,309 SH   SOLE   201,309 0 0
HILLENBRAND INC COM 431571108 7,144 220,963 SH   SOLE   220,963 0 0
HILLSHIRE BRANDS CO COM 432589109 9,922 266,295 SH   SOLE   266,295 0 0
HOLLYFRONTIER CORP COM 436106108 1,137 23,900 SH   SOLE   23,900 0 0
HOME DEPOT INC COM 437076102 85,933 1,085,972 SH   SOLE   986,072 0 99,900
HONDA MOTOR LTD AMERN SHS 438128308 9,800 277,300 SH   SOLE   277,300 0 0
HORIZON PHARMA INC COM 44047T109 10,749 710,928 SH   SOLE   710,928 0 0
HUNT J B TRANS SVCS INC COM 445658107 65,587 911,950 SH   SOLE   826,850 0 85,100
ICG GROUP INC COM 44928D108 11,598 567,950 SH   SOLE   567,950 0 0
ICONIX BRAND GROUP INC COM 451055107 8,539 217,444 SH   SOLE   217,444 0 0
ILLINOIS TOOL WKS INC COM 452308109 244 3,000 SH   SOLE   3,000 0 0
ILLUMINA INC COM 452327109 16,189 108,900 SH   SOLE   98,800 0 10,100
IMPERIAL OIL LTD COM NEW 453038408 2,127 45,700 SH   SOLE   45,700 0 0
INSULET CORP COM 45784P101 9,389 198,004 SH   SOLE   198,004 0 0
INTEGRATED DEVICE TECHNOLOGY COM COM 458118106 8,459 691,677 SH   SOLE   691,677 0 0
INTEL CORP COM 458140100 318 12,330 SH   SOLE   12,330 0 0
INTERSIL CORP CL A 46069S109 8,036 622,016 SH   SOLE   622,016 0 0
INTRALINKS HLDGS INC COM 46118H104 5,327 520,768 SH   SOLE   520,768 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,270 9,750 SH   SOLE   9,750 0 0
ISHARES MSCI EAFE ETF 464287465 7,164 106,600 SH   SOLE   106,600 0 0
ISHARES MSCI EMG MKT ETF 464287234 1,677 40,900 SH   SOLE   40,900 0 0
ISHARES MSCI JAPAN ETF 464286848 5,665 500,000 SH   SOLE   500,000 0 0
ISHARES US HOME CONS ETF 464288752 7,702 318,000 SH   SOLE   318,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 651 34,200 SH   SOLE   34,200 0 0
ITT CORP NEW COM NEW 450911201 9,658 225,856 SH   SOLE   225,856 0 0
JACK IN THE BOX INC COM 466367109 8,896 150,925 SH   SOLE   150,925 0 0
JARDEN CORP COM 471109108 778 13,000 SH   SOLE   13,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,624 40,556 SH   SOLE   40,556 0 0
JETBLUE AIRWAYS CORP COM 477143101 7,376 848,770 SH   SOLE   848,770 0 0
KAR AUCTION SVCS INC COM 48238T109 9,541 314,350 SH   SOLE   314,350 0 0
KATE SPADE & CO COM 485865109 8,577 231,241 SH   SOLE   231,241 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 1,055 14,727 SH   SOLE   14,727 0 0
KNIGHT TRANSN INC COM 499064103 6,428 277,917 SH   SOLE   277,917 0 0
LEGG MASON INC COM 524901105 7,223 147,298 SH   SOLE   147,298 0 0
LENNAR CORP CL A 526057104 4,418 111,500 SH   SOLE   111,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 380 9,700 SH   SOLE   9,700 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 15,919 236,646 SH   SOLE   236,646 0 0
LINCOLN ELEC HLDGS INC COM 533900106 482 6,700 SH   SOLE   6,700 0 0
LINKEDIN CORP CL A 53578A108 29,860 161,460 SH   SOLE   146,260 0 15,200
LINN ENERGY LLC UNIT LTD LIAB 536020100 1,328 46,900 SH   SOLE   46,900 0 0
LIONBRIDGE TECHNOLOGIES INC COM 536252109 5,173 770,995 SH   SOLE   770,995 0 0
LIVEPERSON INC COM 538146101 3,730 308,997 SH   SOLE   308,997 0 0
LOGMEIN INC COM 54142L109 8,500 189,360 SH   SOLE   189,360 0 0
LTX-CREDENCE CORP COM NEW 502403207 3,978 446,481 SH   SOLE   446,481 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,734 98,200 SH   SOLE   98,200 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 10,285 147,480 SH   SOLE   147,480 0 0
MARATHON PETE CORP COM 56585A102 9,244 106,200 SH   SOLE   106,200 0 0
MARCHEX INC CL B CL B 56624R108 9,299 884,817 SH   SOLE   884,817 0 0
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 5,012 76,730 SH   SOLE   76,730 0 0
MASTERCARD INC CL A 57636Q104 51,987 695,940 SH   SOLE   630,540 0 65,400
MCDONALDS CORP COM 580135101 78 800 SH   SOLE   800 0 0
MEDTRONIC INC COM 585055106 209 3,400 SH   SOLE   3,400 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 64,076 687,000 SH   SOLE   622,800 0 64,200
MICROCHIP TECHNOLOGY INC COM 595017104 962 20,150 SH   SOLE   20,150 0 0
MICROSOFT CORP COM 594918104 164 4,000 SH   SOLE   4,000 0 0
MIDDLEBY CORP COM 596278101 61,347 232,191 SH   SOLE   210,921 0 21,270
MISTRAS GROUP INC COM 60649T107 4,452 195,505 SH   SOLE   195,505 0 0
MOBILE MINI INC COM 60740F105 8,904 205,355 SH   SOLE   205,355 0 0
MONSANTO CO NEW COM 61166W101 696 6,120 SH   SOLE   6,120 0 0
MONSTER WORLDWIDE INC COM 611742107 4,510 602,875 SH   SOLE   602,875 0 0
MOOG INC CL A 615394202 2,044 31,200 SH   SOLE   31,200 0 0
MOTORCAR PTS AMER INC COM 620071100 9,713 365,551 SH   SOLE   365,551 0 0
MPLX LP UNIT REP LTD 55336V100 2,219 45,300 SH   SOLE   45,300 0 0
MUELLER WTR PRODS INC COM SER A 624758108 6,291 662,248 SH   SOLE   662,248 0 0
MURPHY OIL CORP COM 626717102 2,558 40,700 SH   SOLE   40,700 0 0
MURPHY USA INC COM 626755102 228 5,625 SH   SOLE   5,625 0 0
MYRIAD GENETICS INC COM 62855J104 906 26,500 SH   SOLE   26,500 0 0
NEWFIELD EXPL CO COM 651290108 229 7,300 SH   SOLE   7,300 0 0
NEWFIELD EXPL CO COM G6359F103 394 16,000 SH   SOLE   16,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 2,466 65,700 SH   SOLE   65,700 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208 6,663 1,036,200 SH   SOLE   1,036,200 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 4,908 220,303 SH   SOLE   220,303 0 0
NXP SEMICONDUCTORS N V COM N6596X109 43,925 746,900 SH   SOLE   677,000 0 69,900
OILTANKING PARTNERS L P UNIT LTD 678049107 2,978 38,620 SH   SOLE   38,620 0 0
ONE GAS INC COM 68235P108 176 4,900 SH   SOLE   4,900 0 0
ONEOK INC NEW COM 682680103 1,161 19,600 SH   SOLE   19,600 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 1,401 26,160 SH   SOLE   26,160 0 0
ORACLE CORP COM COM 68389X105 65,460 1,600,100 SH   SOLE   1,449,900 0 150,200
PACCAR INC COM 693718108 52,095 772,470 SH   SOLE   700,570 0 71,900
PACIRA PHARMACEUTICALS INC COM 695127100 6,113 87,339 SH   SOLE   87,339 0 0
PACWEST BANCORP DEL COM 695263103 11,690 271,790 SH   SOLE   271,790 0 0
PALO ALTO NETWORKS INC COM 697435105 9,516 138,715 SH   SOLE   125,615 0 13,100
PARKER HANNIFIN CORP COM 701094104 76,278 637,190 SH   SOLE   577,390 0 59,800
PAYCHEX INC COM 704326107 739 17,350 SH   SOLE   17,350 0 0
PENN VA CORP COM 707882106 12,994 742,957 SH   SOLE   742,957 0 0
PEPSICO INC COM 713448108 134 1,600 SH   SOLE   1,600 0 0
PERKINELMER INC COM 714046109 52,103 1,156,300 SH   SOLE   1,047,500 0 108,800
PERRIGO CO PLC SHS 00BGH1M56 269 1,740 SH   SOLE   1,740 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 3,277 30,200 SH   SOLE   30,200 0 0
PETSMART INC COM 716768106 3,301 47,900 SH   SOLE   47,900 0 0
PFIZER INC COM 717081103 40,247 1,253,009 SH   SOLE   1,130,809 0 122,200
PGT INC COM 69336V101 6,126 532,221 SH   SOLE   532,221 0 0
PHARMACYCLICS INC COM 716933106 267 2,660 SH   SOLE   2,660 0 0
PHILLIPS 66 COM COM 718546104 8,623 111,900 SH   SOLE   111,900 0 0
PHILLIPS 66 PARTNERS LP UNIT REP INT 718549207 136 2,800 SH   SOLE   2,800 0 0
PIONEER NAT RES CO COM 723787107 1,740 9,300 SH   SOLE   9,300 0 0
PITNEY BOWES INC COM 724479100 351 13,500 SH   SOLE   13,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 10,670 193,570 SH   SOLE   193,570 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 2,622 93,700 SH   SOLE   93,700 0 0
POLYONE CORP COM 73179P106 9,860 268,962 SH   SOLE   268,962 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 2,181 37,700 SH   SOLE   37,700 0 0
POWERSECURE INTL INC COM 73936N105 4,704 200,675 SH   SOLE   200,675 0 0
PRICELINE COM INC COM NEW 741503403 37,664 31,600 SH   SOLE   28,630 0 2,970
PROCTER & GAMBLE CO COM 742718109 306 3,800 SH   SOLE   3,800 0 0
PROOFPOINT INC COM 743424103 9,967 268,800 SH   SOLE   268,800 0 0
QUALCOMM INC COM 747525103 37,590 476,670 SH   SOLE   432,670 0 44,000
RADIAN GROUP INC COM 750236101 5,272 350,779 SH   SOLE   350,779 0 0
RAMBUS INC COM 750917106 3,691 343,377 SH   SOLE   343,377 0 0
RANGE RES CORP COM 75281A109 50,712 611,210 SH   SOLE   562,610 0 48,600
REGENERON PHARMACEUTICALS COM COM 75886F107 9,132 30,410 SH   SOLE   27,610 0 2,800
RENTRAK CORP COM 760174102 3,267 54,195 SH   SOLE   54,195 0 0
RITE AID CORP COM 767754104 448 71,400 SH   SOLE   71,400 0 0
ROWANPANIES PLC COM G7665A101 603 17,900 SH   SOLE   17,900 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A SPONS ADR A 780259206 10,749 147,120 SH   SOLE   147,120 0 0
RPM INTL INC COM 749685103 1,000 23,900 SH   SOLE   23,900 0 0
RYLAND GROUP INC COM 783764103 5,243 131,300 SH   SOLE   131,300 0 0
SALIX PHARMACEUTICALS INC COM 795435106 8,561 82,624 SH   SOLE   82,624 0 0
SCHLUMBERGER LTD COM 806857108 10,333 105,980 SH   SOLE   105,980 0 0
SEALED AIR CORP COM 81211K100 1,256 38,220 SH   SOLE   38,220 0 0
SEMGROUP CORP CL A 81663A105 3,354 51,060 SH   SOLE   51,060 0 0
SHERWIN WILLIAMS CO COM 824348106 61,205 310,479 SH   SOLE   281,179 0 29,300
SHORETEL INC COM 825211105 9,350 1,087,213 SH   SOLE   1,087,213 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 5,696 339,461 SH   SOLE   339,461 0 0
SOLERA HOLDINGS INC COM 83421A104 7,792 123,023 SH   SOLE   123,023 0 0
SONIC CORP COM 835451105 1,209 53,050 SH   SOLE   53,050 0 0
SOTHEBYS COM COM 835898107 514 11,800 SH   SOLE   11,800 0 0
SOUTHWEST AIRLS CO COM 844741108 1,191 50,450 SH   SOLE   50,450 0 0
SOUTHWESTERN ENERGY CO COM 845467109 103,250 2,244,080 SH   SOLE   2,071,680 0 172,400
SPDR S&P 500 ETF TR TR UNIT COM 78462F103 2,469 13,200 SH   SOLE   13,200 0 0
SPDR SERIES TRUST S&P HOMEBUILD COM 78464A888 8,378 257,400 SH   SOLE   257,400 0 0
SPECTRANETICS CORP COM 84760C107 7,618 251,341 SH   SOLE   251,341 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 9,491 119,081 SH   SOLE   119,081 0 0
SPLUNK INC COM 848637104 32,624 456,340 SH   SOLE   413,440 0 42,900
SPX CORP COM 784635104 8,890 90,424 SH   SOLE   90,424 0 0
STARBUCKS CORP COM 855244109 66,013 899,600 SH   SOLE   818,200 0 81,400
STATOIL ASA SPONSORED ADR 85771P102 4,335 153,600 SH   SOLE   153,600 0 0
STERICYCLE INC COM 858912108 3,477 30,600 SH   SOLE   30,600 0 0
STRATASYS LTD SHS M85548101 31,167 293,780 SH   SOLE   265,980 0 27,800
STRYKER CORP COM 863667101 57 700 SH   SOLE   700 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 4,368 505,000 SH   SOLE   505,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 2,323 54,200 SH   SOLE   54,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,188 33,990 SH   SOLE   33,990 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 5,556 61,140 SH   SOLE   61,140 0 0
SUNPOWER CORP COM 867652406 5,606 173,763 SH   SOLE   173,763 0 0
TARGA RES CORP COM 87612G101 2,372 23,900 SH   SOLE   23,900 0 0
TARGA RESOURCES PARTNERS LP COM UNIT 87611X105 2,536 45,070 SH   SOLE   45,070 0 0
TECHNE CORP COM 878377100 7,488 87,710 SH   SOLE   87,710 0 0
TENNECO INC COM 880349105 5,482 94,396 SH   SOLE   94,396 0 0
TERADATA CORP DEL COM 88076W103 30,317 616,330 SH   SOLE   558,630 0 57,700
TEREX CORP NEW COM 880779103 7,707 173,980 SH   SOLE   173,980 0 0
TESORO CORP COM 881609101 573 11,330 SH   SOLE   11,330 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 2,951 49,010 SH   SOLE   49,010 0 0
TIVO INC COM 888706108 844 63,800 SH   SOLE   63,800 0 0
TJX COS INC NEW COM 872540109 78,007 1,286,180 SH   SOLE   1,165,880 0 120,300
TOLL BROTHERS INC COM 889478103 6,685 186,200 SH   SOLE   186,200 0 0
TOTAL S A SPONSORED ADR 89151E109 12,733 194,100 SH   SOLE   194,100 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 6,469 57,300 SH   SOLE   57,300 0 0
TRANSCANADA CORP COM 89353D107 1,944 42,700 SH   SOLE   42,700 0 0
TRANSDIGM GROUP INC COM 893641100 601 3,245 SH   SOLE   3,245 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,296 84,800 SH   SOLE   84,800 0 0
U S SILICA HLDGS INC COM 90346E103 21,863 572,790 SH   SOLE   572,790 0 0
ULTRA PETROLEUM CORP COM 903914109 5,407 201,080 SH   SOLE   201,080 0 0
UNDER ARMOUR INC CL A 904311107 5,308 46,300 SH   SOLE   46,300 0 0
UNION PAC CORP COM 907818108 60,096 320,240 SH   SOLE   290,340 0 29,900
UNIT CORP COM 909218109 3,366 51,490 SH   SOLE   51,490 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,585 142,840 SH   SOLE   142,840 0 0
VALERO ENERGY PARTNERS LP UNT REP LP 91914J102 396 10,000 SH   SOLE   10,000 0 0
VARIAN MED SYS INC COM 92220P105 2,080 24,760 SH   SOLE   24,760 0 0
VCA ANTECH INC COM 918194101 558 17,300 SH   SOLE   17,300 0 0
VERIFONE SYS INC COM 92342Y109 7,466 220,770 SH   SOLE   220,770 0 0
VERINT SYS INC COM 92343X100 9,534 203,150 SH   SOLE   203,150 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,251 31,830 SH   SOLE   31,830 0 0
VMWARE INC CL A COM 928563402 36,958 342,140 SH   SOLE   310,040 0 32,100
VONAGE HLDGS CORP COM 92886T201 7,999 1,873,300 SH   SOLE   1,873,300 0 0
WABTEC CORP COM 929740108 38,721 499,620 SH   SOLE   452,620 0 47,000
WAGEWORKS INC COM 930427109 6,271 111,765 SH   SOLE   111,765 0 0
WALGREEN CO COM 931422109 66 1,000 SH   SOLE   1,000 0 0
WASTE CONNECTIONS INC COM 941053100 491 11,200 SH   SOLE   11,200 0 0
WATERS CORP COM 941848103 954 8,800 SH   SOLE   8,800 0 0
WENDYS CO COM 95058W100 7,801 855,417 SH   SOLE   855,417 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 4,400 89,600 SH   SOLE   89,600 0 0
WESTERN GAS PARTNERS LP UNIT LP IN 958254104 4,328 65,380 SH   SOLE   65,380 0 0
WHITING PETE CORP NEW COM 966387102 3,077 44,350 SH   SOLE   44,350 0 0
WHOLE FOODS MKT INC COM 966837106 315 6,220 SH   SOLE   6,220 0 0
WRIGHT MED GROUP INC COM 98235T107 8,084 260,189 SH   SOLE   260,189 0 0
XILINX INC COM 983919101 73,284 1,350,352 SH   SOLE   1,223,052 0 127,300