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
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8,917 70,457 SH   SOLE NONE 70,457 0 0
MICHAEL KORS HLDGS LTD SHS g60754101 77,167 950,447 SH   SOLE NONE 864,347 0 86,100
NABORS INDUSTRIES LTD SHS G6359f103 272 16,000 SH   SOLE NONE 16,000 0 0
ROWAN COMPANIES PLC SHS CL A g7665a101 633 17,900 SH   SOLE NONE 17,900 0 0
SEADRILL LIMITED SHS G7945E105 1,867 45,440 SH   SOLE NONE 45,440 0 0
FOSTER WHEELER AG COM H27178104 7,525 228,020 SH   SOLE NONE 228,020 0 0
STRATASYS LTD SHS M85548101 31,981 237,427 SH   SOLE NONE 215,867 0 21,560
CORE LABORATORIES N V COM N22717107 2,593 13,580 SH   SOLE NONE 13,580 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,286 165,500 SH   SOLE NONE 165,500 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,400 46,291 SH   SOLE NONE 46,291 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101 1,894 67,400 SH   SOLE NONE 67,400 0 0
SCORPIO TANKERS INC SHS Y7542C106 4,949 419,775 SH   SOLE NONE 419,775 0 0
ABBOTT LABS COM 002824100 2,181 56,900 SH   SOLE NONE 56,900 0 0
ABBVIE INC COM 00287y109 95 1,800 SH   SOLE NONE 1,800 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 8,118 171,516 SH   SOLE NONE 171,516 0 0
ACCESS MIDSTREAM PARTNERS L UNIT COM 00434L109 5,698 100,700 SH   SOLE NONE 100,700 0 0
ACXIOM CORP COM 005125109 8,904 240,775 SH   SOLE NONE 240,775 0 0
ADVISORY BRD CO COM 00762W107 5,929 93,125 SH   SOLE NONE 93,125 0 0
AFFILIATED MANAGERS GROUP COM 008252108 515 2,375 SH   SOLE NONE 2,375 0 0
AKORN INC COM 009728106 7,521 305,487 SH   SOLE NONE 305,487 0 0
ALERE INC COM 01449J105 5,511 152,234 SH   SOLE NONE 152,234 0 0
ALLERGAN INC COM 018490102 133 1,200 SH   SOLE NONE 1,200 0 0
ALTERA CORP COM 021441100 1,240 38,151 SH   SOLE NONE 38,151 0 0
ALTRA INDL MOTION CORP COM 02208R106 4,392 128,360 SH   SOLE NONE 128,360 0 0
AMAZON COM INC COM 023135106 25,846 64,811 SH   SOLE NONE 58,891 0 5,920
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,257 159,273 SH   SOLE NONE 159,273 0 0
AMERICAN EXPRESS CO COM 025816109 1,086 11,970 SH   SOLE NONE 11,970 0 0
AMGEN INC COM 031162100 228 2,000 SH   SOLE NONE 2,000 0 0
ANADARKO PETE CORP COM 032511107 497 6,260 SH   SOLE NONE 6,260 0 0
ANSYS INC COM 03662q105 65,036 745,821 SH   SOLE NONE 678,521 0 67,300
APACHE CORP COM 037411105 6,170 71,800 SH   SOLE NONE 71,800 0 0
APPLE INC COM 037833100 45,717 81,489 SH   SOLE NONE 74,119 0 7,370
ARRIS GROUP INC NEW COM 04270V106 4,718 193,850 SH   SOLE NONE 193,850 0 0
ASPEN TECHNOLOGY INC COM 045327103 5,550 132,784 SH   SOLE NONE 132,784 0 0
ATLAS ENERGY LP COM UNITS LP 04930A104 1,160 24,750 SH   SOLE NONE 24,750 0 0
ATLAS PIPELINE PARTNERS LP UNIT L P INT 049392103 1,436 40,980 SH   SOLE NONE 40,980 0 0
ATRICURE INC COM 04963C209 6,324 338,536 SH   SOLE NONE 338,536 0 0
ATWOOD OCEANICS INC COM 050095108 4,405 82,500 SH   SOLE NONE 82,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 242 3,000 SH   SOLE NONE 3,000 0 0
B/E AEROSPACE INC COM 073302101 557 6,400 SH   SOLE NONE 6,400 0 0
BAKER HUGHES INC COM 057224107 6,548 118,500 SH   SOLE NONE 118,500 0 0
BARNES GROUP INC COM 067806109 6,818 177,973 SH   SOLE NONE 177,973 0 0
BARRETT BILL CORP COM 06846N104 8,095 302,291 SH   SOLE NONE 302,291 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 2,012 29,500 SH   SOLE NONE 29,500 0 0
BIOGEN IDEC INC COM 09062x103 60,618 216,823 SH   SOLE NONE 196,823 0 20,000
BLACK DIAMOND INC COM 09202G101 2,828 212,134 SH   SOLE NONE 212,134 0 0
BLACKBAUD INC COM 09227Q100 3,066 81,421 SH   SOLE NONE 81,421 0 0
BLACKROCK INC COM 09247x101 56,021 177,017 SH   SOLE NONE 161,017 0 16,000
BOEING CO COM 097023105 682 5,000 SH   SOLE NONE 5,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 7,167 164,882 SH   SOLE NONE 164,882 0 0
BORGWARNER INC COM 099724106 73,494 1,314,508 SH   SOLE NONE 1,193,908 0 120,600
BP PLC SPONSORED ADR 055622104 12,143 249,800 SH   SOLE NONE 249,800 0 0
BRIGHTCOVE INC COM 10921T101 6,381 451,293 SH   SOLE NONE 451,293 0 0
BROADCOM CORP CL A 111320107 631 21,300 SH   SOLE NONE 21,300 0 0
CABOT OIL & GAS CORP COM 127097103 7,783 200,800 SH   SOLE NONE 200,800 0 0
CALLIDUS SOFTWARE INC COM 13123e500 6,829 497,353 SH   SOLE NONE 497,353 0 0
CAMERON INTERNATIONAL CORP COM 13342b105 1,048 17,600 SH   SOLE NONE 17,600 0 0
CAPELLA EDUCATION COMPANY COM 139594105 6,471 97,398 SH   SOLE NONE 97,398 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 6,445 187,950 SH   SOLE NONE 187,950 0 0
CAREFUSION CORP COM 14170t101 185 4,650 SH   SOLE NONE 4,650 0 0
CARRIZO OIL & GAS INC COM 144577103 501 11,200 SH   SOLE NONE 11,200 0 0
CATERPILLAR INC DEL COM 149123101 210 2,310 SH   SOLE NONE 2,310 0 0
CBRE GROUP INC CL A COM 12504L109 35,709 1,357,738 SH   SOLE NONE 1,231,938 0 125,800
CHENIERE ENERGY INC COM NEW 16411R208 8,499 197,100 SH   SOLE NONE 197,100 0 0
CHESAPEAKE ENERGY CORP COM 165167107 10,986 404,800 SH   SOLE NONE 404,800 0 0
CHEVRON CORP NEW COM 166764100 6,560 52,520 SH   SOLE NONE 52,520 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 5,645 67,900 SH   SOLE NONE 67,900 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941r108 6,743 82,060 SH   SOLE NONE 82,060 0 0
CIMAREX ENERGY CO COM 171798101 2,423 23,100 SH   SOLE NONE 23,100 0 0
CINTAS CORP COM 172908105 1,335 22,400 SH   SOLE NONE 22,400 0 0
CISCO SYS INC COM 17275R102 112 5,000 SH   SOLE NONE 5,000 0 0
CITIGROUP INC COM NEW 172967424 59,255 1,137,113 SH   SOLE NONE 1,032,313 0 104,800
CME GROUP INC COM COM 12572q105 68,175 868,912 SH   SOLE NONE 788,512 0 80,400
CNOOC LTD SPONSORED ADR 126132109 3,734 19,900 SH   SOLE NONE 19,900 0 0
COACH INC COM 189754104 358 6,380 SH   SOLE NONE 6,380 0 0
COBALT INTL ENERGY INC COM 19075F106 786 47,800 SH   SOLE NONE 47,800 0 0
COCA COLA CO COM 191216100 703 17,020 SH   SOLE NONE 17,020 0 0
COGENT COMM GROUP INC COM NEW 19239V302 8,778 217,231 SH   SOLE NONE 217,231 0 0
CONCHO RES INC COM 20605P101 907 8,400 SH   SOLE NONE 8,400 0 0
CONOCOPHILLIPS COM 20825C104 8,465 119,820 SH   SOLE NONE 119,820 0 0
CONSTANT CONTACT INC COM 210313102 5,391 173,525 SH   SOLE NONE 173,525 0 0
CONTANGO OIL & GAS COMPANY COM NEW 21075N204 392 8,300 SH   SOLE NONE 8,300 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,679 32,700 SH   SOLE NONE 32,700 0 0
CORELOGIC INC COM 21871D103 4,267 120,100 SH   SOLE NONE 120,100 0 0
COSTAR GROUP INC COM 22160N109 5,978 32,388 SH   SOLE NONE 32,388 0 0
COSTCO WHSL CORP NEW COM 22160k105 83,965 705,473 SH   SOLE NONE 639,373 0 66,100
CUMMINS INC COM 231021106 22,493 159,558 SH   SOLE NONE 144,558 0 15,000
D R HORTON INC COM 23331a109 3,993 178,900 SH   SOLE NONE 178,900 0 0
DECKERS OUTDOOR CORP COM 243537107 4,630 54,813 SH   SOLE NONE 54,813 0 0
DEERE & CO COM 244199105 128 1,400 SH   SOLE NONE 1,400 0 0
DENTSPLY INTL INC NEW COM 249030107 718 14,800 SH   SOLE NONE 14,800 0 0
DEXCOM INC COM 252131107 11,453 323,432 SH   SOLE NONE 323,432 0 0
DICKS SPORTING GOODS INC COM 253393102 2,406 41,410 SH   SOLE NONE 41,410 0 0
DIGITALGLOBE INC COM NEW 25389M877 7,798 189,497 SH   SOLE NONE 189,497 0 0
DRIL-QUIP INC COM 262037104 759 6,900 SH   SOLE NONE 6,900 0 0
DST SYS INC DEL COM 233326107 1,261 13,900 SH   SOLE NONE 13,900 0 0
E M C CORP MASS COM 268648102 317 12,610 SH   SOLE NONE 12,610 0 0
EAGLE MATERIALS INC COM 26969P108 3,999 51,650 SH   SOLE NONE 51,650 0 0
ECOPETROL S A SPONSORED ADS 279158109 631 16,400 SH   SOLE NONE 16,400 0 0
8X8 INC NEW COM 282914100 5,577 549,436 SH   SOLE NONE 549,436 0 0
EL PASO PIPELINE PARTNERS L COM UNIT LPI 283702108 938 26,050 SH   SOLE NONE 26,050 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 1,587 35,800 SH   SOLE NONE 35,800 0 0
ENERGEN CORP COM 29265N108 3,474 49,100 SH   SOLE NONE 49,100 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 3,122 38,190 SH   SOLE NONE 38,190 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 9,352 163,360 SH   SOLE NONE 163,360 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 18,859 284,450 SH   SOLE NONE 284,450 0 0
EOG RES INC COM 26875P101 59,946 357,160 SH   SOLE NONE 331,560 0 25,600
EQT CORP COM 26884L109 2,248 25,040 SH   SOLE NONE 25,040 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,291 55,980 SH   SOLE NONE 55,980 0 0
EXAMWORKS GROUP INC COM 30066A105 6,952 232,728 SH   SOLE NONE 232,728 0 0
EXTREME NETWORKS INC COM 30226D106 4,746 679,950 SH   SOLE NONE 679,950 0 0
EXXON MOBIL CORP COM 30231g102 1,953 19,300 SH   SOLE NONE 19,300 0 0
F5 NETWORKS INC COM 315616102 681 7,500 SH   SOLE NONE 7,500 0 0
FASTENAL CO COM 311900104 2,185 46,000 SH   SOLE NONE 46,000 0 0
FERRO CORP COM 315405100 5,868 457,364 SH   SOLE NONE 457,364 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 6,804 130,248 SH   SOLE NONE 130,248 0 0
FIFTH & PAC COS INC COM 316645100 7,472 232,998 SH   SOLE NONE 232,998 0 0
FIRST NIAGARA FINL GP INC COM 33582V108 5,201 489,763 SH   SOLE NONE 489,763 0 0
FISERV INC COM 337738108 5,283 89,474 SH   SOLE NONE 89,474 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 31,219 266,440 SH   SOLE NONE 242,280 0 24,160
FOREST LABS INC COM 345838106 768 12,800 SH   SOLE NONE 12,800 0 0
GASTAR EXPL INC COM 367299203 4,126 596,209 SH   SOLE NONE 596,209 0 0
GENESEE & WYO INC CL A 371559105 264 2,750 SH   SOLE NONE 2,750 0 0
GENTEX CORP COM COM 371901109 2,179 66,060 SH   SOLE NONE 66,060 0 0
GENTHERM INC COM 37253A103 9,514 354,881 SH   SOLE NONE 354,881 0 0
G-III APPAREL GROUP LTD COM 36237H101 9,737 131,660 SH   SOLE NONE 131,660 0 0
GILEAD SCIENCES INC COM 375558103 105,649 1,406,781 SH   SOLE NONE 1,278,181 0 128,600
GLOBAL EAGLE ENTMT INC COM 37951D102 5,623 378,150 SH   SOLE NONE 378,150 0 0
GNC HLDGS INC COM CL A 36191g107 44,314 758,152 SH   SOLE NONE 685,952 0 72,200
GOODRICH PETE CORP COM NEW 382410405 5,417 318,300 SH   SOLE NONE 318,300 0 0
GOOGLE INC CL A 38259p508 75,018 66,938 SH   SOLE NONE 60,838 0 6,100
GULFPORT ENERGY CORP COM NEW 402635304 5,587 88,500 SH   SOLE NONE 88,500 0 0
HALLIBURTON CO COM 406216101 7,566 149,080 SH   SOLE NONE 149,080 0 0
HANCOCK HLDG CO COM 410120109 4,843 132,025 SH   SOLE NONE 132,025 0 0
HARLEY DAVIDSON INC COM 412822108 36,633 529,073 SH   SOLE NONE 482,173 0 46,900
HEALTHSTREAM INC COM 42222N103 5,547 170,030 SH   SOLE NONE 170,030 0 0
HEARTLAND EXPRESS INC COM 422347104 5,368 273,600 SH   SOLE NONE 273,600 0 0
HELMERICH & PAYNE INC COM 423452101 740 8,800 SH   SOLE NONE 8,800 0 0
HESS CORP COM 42809H107 2,415 29,100 SH   SOLE NONE 29,100 0 0
HEXCEL CORP NEW COM 428291108 7,723 172,811 SH   SOLE NONE 172,811 0 0
HILLENBRAND INC COM 431571108 4,850 164,844 SH   SOLE NONE 164,844 0 0
HOLLYFRONTIER CORP COM 436106108 1,188 23,900 SH   SOLE NONE 23,900 0 0
HOME DEPOT INC COM 437076102 90,671 1,101,172 SH   SOLE NONE 1,001,272 0 99,900
HONDA MOTOR LTD AMERN SHS 438128308 11,466 277,300 SH   SOLE NONE 277,300 0 0
HORIZON PHARMA INC COM 44047T109 3,812 500,258 SH   SOLE NONE 500,258 0 0
HUNT J B TRANS SVCS INC COM 445658107 67,470 872,832 SH   SOLE NONE 792,632 0 80,200
ICG GROUP INC COM 44928D108 8,867 475,973 SH   SOLE NONE 475,973 0 0
ICONIX BRAND GROUP INC COM 451055107 6,326 159,337 SH   SOLE NONE 159,337 0 0
ILLINOIS TOOL WKS INC COM 452308109 252 3,000 SH   SOLE NONE 3,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 2,021 45,700 SH   SOLE NONE 45,700 0 0
INCYTE CORP COM 45337C102 430 8,500 SH   SOLE NONE 8,500 0 0
INSULET CORP COM 45784P101 4,408 118,825 SH   SOLE NONE 118,825 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 6,697 657,858 SH   SOLE NONE 657,858 0 0
INTEL CORP COM 458140100 320 12,330 SH   SOLE NONE 12,330 0 0
INTERSIL CORP CL A 46069S109 6,127 534,091 SH   SOLE NONE 534,091 0 0
INTRALINKS HLDGS INC COM 46118H104 5,270 435,192 SH   SOLE NONE 435,192 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602 3,902 10,160 SH   SOLE NONE 10,160 0 0
ISHARES MSCI EMG MKT ETF 464287234 1,709 40,900 SH   SOLE NONE 40,900 0 0
ISHARES MSCI EAFE ETF 464287465 7,152 106,600 SH   SOLE NONE 106,600 0 0
ISHARES MSCI JAPAN ETF 464286848 6,070 500,000 SH   SOLE NONE 500,000 0 0
ISHARES US HOME CONS ETF 464288752 1,241 50,000 SH   SOLE NONE 50,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 640 34,200 SH   SOLE NONE 34,200 0 0
ITT CORP NEW COM NEW 450911201 8,406 193,600 SH   SOLE NONE 193,600 0 0
JARDEN CORP COM 471109108 663 10,800 SH   SOLE NONE 10,800 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,143 719,325 SH   SOLE NONE 719,325 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 68,040 549,460 SH   SOLE NONE 498,760 0 50,700
KAR AUCTION SVCS INC COM 48238T109 8,004 270,878 SH   SOLE NONE 270,878 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 2,193 28,981 SH   SOLE NONE 28,981 0 0
LANNET INC COM 516012101 11,932 360,471 SH   SOLE NONE 360,471 0 0
LEGG MASON INC COM 524901105 5,542 127,450 SH   SOLE NONE 127,450 0 0
LENNAR CORP CL A 526057104 455 11,500 SH   SOLE NONE 11,500 0 0
LIFELOCK INC COM 53224V100 5,990 365,021 SH   SOLE NONE 365,021 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 11,159 212,157 SH   SOLE NONE 212,157 0 0
LINCOLN ELEC HLDGS INC COM 533900106 14,506 203,343 SH   SOLE NONE 185,003 0 18,340
LINKEDIN CORP COM CL A 53578a108 64,750 298,620 SH   SOLE NONE 271,320 0 27,300
LINN ENERGY LLC UNIT LTD LIAB 536020100 1,444 46,900 SH   SOLE NONE 46,900 0 0
LIVEPERSON INC COM 538146101 3,335 225,000 SH   SOLE NONE 225,000 0 0
LKQ CORP COM 501889208 967 29,400 SH   SOLE NONE 29,400 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,331 147,480 SH   SOLE NONE 147,480 0 0
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 5,074 76,730 SH   SOLE NONE 76,730 0 0
MASTERCARD INC CL A 57636Q104 58,521 70,046 SH   SOLE NONE 63,316 0 6,730
MAXIMUS INC COM 577933104 2,699 61,350 SH   SOLE NONE 61,350 0 0
MCDONALDS CORP COM 580135101 78 800 SH   SOLE NONE 800 0 0
MEDICINES CO COM 584688105 7,896 204,445 SH   SOLE NONE 204,445 0 0
MEDTRONIC INC COM 585055106 195 3,400 SH   SOLE NONE 3,400 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 902 20,150 SH   SOLE NONE 20,150 0 0
MICROSOFT CORP COM 594918104 150 4,000 SH   SOLE NONE 4,000 0 0
MIDDLEBY CORP COM 596278101 56,429 235,391 SH   SOLE NONE 214,121 0 21,270
MOBILE MINI INC COM 60740F105 7,910 192,072 SH   SOLE NONE 192,072 0 0
MONSANTO CO NEW COM 61166w101 25,130 215,615 SH   SOLE NONE 195,815 0 19,800
MOOG INC CL A 615394202 2,120 31,200 SH   SOLE NONE 31,200 0 0
MOTORCAR PTS AMER INC COM 620071100 4,426 229,325 SH   SOLE NONE 229,325 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,127 25,300 SH   SOLE NONE 25,300 0 0
MUELLER WTR PRODS INC COM SER A 624758108 3,267 348,668 SH   SOLE NONE 348,668 0 0
MURPHY OIL CORP COM 626717102 2,641 40,700 SH   SOLE NONE 40,700 0 0
MURPHY USA INC COM 626755102 234 5,625 SH   SOLE NONE 5,625 0 0
MYRIAD GENETICS INC COM 62855j104 556 26,500 SH   SOLE NONE 26,500 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,306 112,750 SH   SOLE NONE 112,750 0 0
NEWFIELD EXPL CO COM 651290108 180 7,300 SH   SOLE NONE 7,300 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 1,183 34,300 SH   SOLE NONE 34,300 0 0
NOBLE ENERGY INC COM 655044105 5,462 80,200 SH   SOLE NONE 80,200 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208 8,051 1,036,200 SH   SOLE NONE 1,036,200 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 3,331 201,995 SH   SOLE NONE 201,995 0 0
OILTANKING PARTNERS L P UNIT LTD 678049107 2,397 38,620 SH   SOLE NONE 38,620 0 0
ON ASSIGNMENT INC COM 682159108 5,491 157,241 SH   SOLE NONE 157,241 0 0
ONEOK INC NEW COM 682680103 1,219 19,600 SH   SOLE NONE 19,600 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 1,377 26,160 SH   SOLE NONE 26,160 0 0
ORACLE CORP COM 68389X105 394 10,300 SH   SOLE NONE 10,300 0 0
PGT INC COM 69336V101 3,291 325,225 SH   SOLE NONE 325,225 0 0
PACCAR INC COM 693718108 28,973 489,655 SH   SOLE NONE 444,255 0 45,400
PACIRA PHARMACEUTICALS INC COM 695127100 7,286 126,738 SH   SOLE NONE 126,738 0 0
PACWEST BANCORP DEL COM 695263103 9,815 232,474 SH   SOLE NONE 232,474 0 0
PALO ALTO NETWORKS INC COM 697435105 15,650 272,315 SH   SOLE NONE 247,515 0 24,800
PARKER HANNIFIN CORP COM 701094104 99,177 770,965 SH   SOLE NONE 700,265 0 70,700
PAYCHEX INC COM 704326107 790 17,350 SH   SOLE NONE 17,350 0 0
PDF SOLUTIONS INC COM 693282105 6,267 244,611 SH   SOLE NONE 244,611 0 0
PENN VA CORP COM 707882106 6,315 669,709 SH   SOLE NONE 669,709 0 0
PEPSICO INC COM 713448108 133 1,600 SH   SOLE NONE 1,600 0 0
PERKINELMER INC COM 714046109 48,895 1,185,906 SH   SOLE NONE 1,075,906 0 110,000
PERRIGO CO COM 714290103 467 3,040 SH   SOLE NONE 3,040 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 6,628 60,400 SH   SOLE NONE 60,400 0 0
PETSMART INC COM 716768106 3,485 47,900 SH   SOLE NONE 47,900 0 0
PFIZER INC COM 717081103 56,727 1,852,019 SH   SOLE NONE 1,676,419 0 175,600
PHARMACYCLICS INC COM 716933106 609 5,760 SH   SOLE NONE 5,760 0 0
PHILLIPS 66 COM 718546104 2,507 32,500 SH   SOLE NONE 32,500 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 106 2,800 SH   SOLE NONE 2,800 0 0
PIONEER NAT RES CO COM 723787107 6,846 37,190 SH   SOLE NONE 37,190 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 8,463 163,470 SH   SOLE NONE 163,470 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 2,508 93,700 SH   SOLE NONE 93,700 0 0
POLYONE CORP COM 73179P106 8,033 227,250 SH   SOLE NONE 227,250 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 1,992 37,700 SH   SOLE NONE 37,700 0 0
POWERSECURE INTL INC COM 73936N105 3,343 194,716 SH   SOLE NONE 194,716 0 0
PROCTER & GAMBLE CO COM 742718109 13,455 165,270 SH   SOLE NONE 149,870 0 15,400
PROOFPOINT INC COM 743424103 9,333 281,356 SH   SOLE NONE 281,356 0 0
QEP RES INC COM 74733v100 546 17,800 SH   SOLE NONE 17,800 0 0
QUALCOMM INC COM 747525103 51,733 696,746 SH   SOLE NONE 631,246 0 65,500
QUIKSILVER INC COM 74838c106 4,979 567,731 SH   SOLE NONE 567,731 0 0
RADIAN GROUP INC COM 750236101 5,182 366,989 SH   SOLE NONE 366,989 0 0
RALPH LAUREN CORP CL A 751212101 381 2,160 SH   SOLE NONE 2,160 0 0
RANGE RES CORP COM 75281a109 53,124 630,098 SH   SOLE NONE 573,698 0 56,400
RESPONSYS INC COM 761248103 13,132 479,103 SH   SOLE NONE 479,103 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3,130 43,920 SH   SOLE NONE 43,920 0 0
RPM INTL INC COM 749685103 992 23,900 SH   SOLE NONE 23,900 0 0
RTI INTL METALS INC COM 74973W107 4,275 124,963 SH   SOLE NONE 124,963 0 0
RYLAND GROUP INC COM 783764103 5,700 131,300 SH   SOLE NONE 131,300 0 0
SM ENERGY CO COM 78454L100 5,735 69,000 SH   SOLE NONE 69,000 0 0
SAGENT PHARMACEUTICALS INC COM 786692103 4,063 160,100 SH   SOLE NONE 160,100 0 0
SALIX PHARMACEUTICALS INC COM 795435106 6,276 69,775 SH   SOLE NONE 69,775 0 0
SCHLUMBERGER LTD COM 806857108 25,920 287,652 SH   SOLE NONE 269,352 0 18,300
SEALED AIR CORP NEW COM 81211K100 1,301 38,220 SH   SOLE NONE 38,220 0 0
SEMGROUP CORP CL A 81663A105 3,953 60,600 SH   SOLE NONE 60,600 0 0
SHERWIN WILLIAMS CO COM 824348106 57,854 315,279 SH   SOLE NONE 285,979 0 29,300
SHORETEL INC COM 825211105 8,059 868,400 SH   SOLE NONE 868,400 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 3,489 246,575 SH   SOLE NONE 246,575 0 0
SOLERA HOLDINGS INC COM 83421A104 6,157 87,010 SH   SOLE NONE 87,010 0 0
SONIC CORP COM 835451105 1,071 53,050 SH   SOLE NONE 53,050 0 0
SOTHEBYS COM 835898107 628 11,800 SH   SOLE NONE 11,800 0 0
SOUTHWEST AIRLS CO COM 844741108 950 50,450 SH   SOLE NONE 50,450 0 0
SOUTHWESTERN ENERGY CO COM 845467109 69,097 1,756,850 SH   SOLE NONE 1,599,250 0 157,600
SPDR SERIES TRUST S&P BIOTECH 78464A870 833 6,400 SH   SOLE NONE 6,400 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 1,665 50,000 SH   SOLE NONE 50,000 0 0
SPECTRA ENERGY CORP COM 847560109 8,097 227,320 SH   SOLE NONE 227,320 0 0
SPX CORP COM 784635104 7,619 76,487 SH   SOLE NONE 76,487 0 0
STARBUCKS CORP COM 855244109 78,093 996,210 SH   SOLE NONE 907,210 0 89,000
STATOIL ASA SPONSORED ADR 85771P102 3,706 153,600 SH   SOLE NONE 153,600 0 0
STERICYCLE INC COM 858912108 3,555 30,600 SH   SOLE NONE 30,600 0 0
STRYKER CORP COM 863667101 53 700 SH   SOLE NONE 700 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 5,297 505,000 SH   SOLE NONE 505,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 1,986 54,200 SH   SOLE NONE 54,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,342 123,890 SH   SOLE NONE 123,890 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 3,600 47,690 SH   SOLE NONE 47,690 0 0
SUNPOWER CORP COM 867652406 3,586 120,300 SH   SOLE NONE 120,300 0 0
SYNOVUS FINL CORP COM 87161C105 5,450 1,513,937 SH   SOLE NONE 1,513,937 0 0
TARGA RES CORP COM 87612G101 2,107 23,900 SH   SOLE NONE 23,900 0 0
TARGET CORP COM 87612e106 340 5,380 SH   SOLE NONE 5,380 0 0
TECHNE CORP COM 878377100 7,044 74,410 SH   SOLE NONE 74,410 0 0
TENNECO INC COM 880349105 6,738 119,110 SH   SOLE NONE 119,110 0 0
TERADATA CORP DEL COM 88076W103 38,401 844,174 SH   SOLE NONE 766,674 0 77,500
TEREX CORP NEW COM 880779103 6,293 149,875 SH   SOLE NONE 149,875 0 0
TESORO CORP COM 881609101 663 11,330 SH   SOLE NONE 11,330 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 2,565 49,010 SH   SOLE NONE 49,010 0 0
TIVO INC COM 888706108 837 63,800 SH   SOLE NONE 63,800 0 0
TJX COS INC NEW COM 872540109 99,897 1,567,497 SH   SOLE NONE 1,422,897 0 144,600
TOLL BROTHERS INC COM 889478103 4,114 111,200 SH   SOLE NONE 111,200 0 0
TOTAL S A SPONSORED ADR 89151e109 11,893 194,100 SH   SOLE NONE 194,100 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 6,986 57,300 SH   SOLE NONE 57,300 0 0
TRANSCANADA CORP COM 89353D107 1,950 42,700 SH   SOLE NONE 42,700 0 0
TRANSDIGM GROUP INC COM 893641100 523 3,245 SH   SOLE NONE 3,245 0 0
TRIMBLE NAVIGATION LTD COM 896239100 2,943 84,800 SH   SOLE NONE 84,800 0 0
TUPPERWARE BRANDS CORP COM 899896104 284 3,000 SH   SOLE NONE 3,000 0 0
U S SILICA HLDGS INC COM 90346E103 17,621 516,600 SH   SOLE NONE 516,600 0 0
ULTRA PETROLEUM CORP COM 903914109 507 23,400 SH   SOLE NONE 23,400 0 0
UNDER ARMOUR INC CL A 904311107 4,042 46,300 SH   SOLE NONE 46,300 0 0
UNION PAC CORP COM 907818108 168 1,000 SH   SOLE NONE 1,000 0 0
UNIT CORP COM 909218109 542 10,500 SH   SOLE NONE 10,500 0 0
UNITED STATES STL CORP NEW COM 912909108 5,820 197,300 SH   SOLE NONE 197,300 0 0
VCA ANTECH INC COM 918194101 543 17,300 SH   SOLE NONE 17,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,201 123,040 SH   SOLE NONE 123,040 0 0
VALERO ENERGY PARTNERS LP COM UNT REP LP 91914J102 345 10,000 SH   SOLE NONE 10,000 0 0
VARIAN MED SYS INC COM 92220P105 1,924 24,760 SH   SOLE NONE 24,760 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,365 31,830 SH   SOLE NONE 31,830 0 0
WABTEC CORP COM 929740108 51,693 696,020 SH   SOLE NONE 631,220 0 64,800
WAGEWORKS INC COM 930427109 8,147 137,057 SH   SOLE NONE 137,057 0 0
WALGREEN CO COM 931422109 57 1,000 SH   SOLE NONE 1,000 0 0
WASTE CONNECTIONS INC COM 941053100 489 11,200 SH   SOLE NONE 11,200 0 0
WATERS CORP COM 941848103 880 8,800 SH   SOLE NONE 8,800 0 0
WENDYS CO COM 95058W100 8,017 919,348 SH   SOLE NONE 919,348 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 3,540 89,600 SH   SOLE NONE 89,600 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 4,033 65,380 SH   SOLE NONE 65,380 0 0
WHITING PETE CORP NEW COM 966387102 1,739 28,100 SH   SOLE NONE 28,100 0 0
WHOLE FOODS MKT INC COM 966837106 412 7,120 SH   SOLE NONE 7,120 0 0
XILINX INC COM 983919101 63,142 1,375,052 SH   SOLE NONE 1,247,752 0 127,300
XPO LOGISTICS INC COM 983793100 2,583 98,265 SH   SOLE NONE 98,265 0 0
ZALE CORP NEW COM 988858106 3,276 207,756 SH   SOLE NONE 207,756 0 0