-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Wb3iTMo6NXC2Yehh9i73zGK3jHUGVZJBoJntIj9+aSnOjVTXscUW+3Ejon7DFuF0 GRGtRZAx4MlOXe0CLb4+Eg== 0001193125-09-173789.txt : 20090813 0001193125-09-173789.hdr.sgml : 20090813 20090813084923 ACCESSION NUMBER: 0001193125-09-173789 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090813 DATE AS OF CHANGE: 20090813 EFFECTIVENESS DATE: 20090813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP CENTRAL INDEX KEY: 0001177719 IRS NUMBER: 800175963 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10220 FILM NUMBER: 091008532 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 24FL CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174287100 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 24FL CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC DATE OF NAME CHANGE: 20020717 13F-HR 1 d13fhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2009 Check here if Amendment [_]; Amendment Number: ______ This Amendment (Check only one.): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Westfield Capital Management Company, L.P. Address: 1 Financial Center Boston, Massachusetts 02111 Form 13F File Number: 28-10220 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Brandi McMahon Title: Senior Compliance Associate Phone: 617-428-7100 Signature, Place, and Date of Signing: /s/ Brandi McMahon Boston, Massachusetts August 13, 2009 - ------------------------ ------------------------ ------------------------ [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings are in this report, and all holdings are reported by other reporting manager(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-________________ ______________________________ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 256 Form 13F Information Table Value Total: 8,386,728 (thousands) Lists of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name ____ 28-______________________ NONE [Repeat as necessary.] Westfield Capital Management FORM 13F 30-Jun-09
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ----------------------------- -------------- --------- ------------ -------- --- ---- -------- -------- --------- ------ ------- 3M CO COM 88579Y101 117 1943 SH Sole 1943 ACI WORLDWIDE INC COM 004498101 17989 1288641 SH Sole 913921 374720 ACORDA THERAPEUTICS COM COM 00484M106 41867 1485170 SH Sole 1061920 423250 ACTUANT CORP CL A COM 00508X203 22984 1883919 SH Sole 1376478 507441 ADOLOR CORP COM 00724X102 9920 5636150 SH Sole 4724700 911450 ADVANCE AUTO PARTS INC COM 00751Y106 15774 380182 SH Sole 351632 28550 AEGEAN MARINE PETROLEU SHS COM Y0017S102 17553 1162465 SH Sole 836365 326100 AIR PRODS & CHEMS INC COM 009158106 58673 908385 SH Sole 808835 99550 ALCATEL-LUCENT SPONSORED ADR COM 013904305 28073 11319800 SH Sole 8900250 2419550 ALCON INC SHS COM H01301102 302 2600 SH Sole 2600 ALEXION PHARMACEUTICAL COM 015351109 122613 2982550 SH Sole 2159578 822972 ALTERA CORP COM 021441100 3095 190000 SH Sole 185000 5000 AMERICAN PUBLIC ED INC COM 02913V103 12233 309315 SH Sole 227015 82300 AMERN EAGLE OUTFIT NEW COM COM 02553E106 46251 3263997 SH Sole 2316108 947889 AMETEK INC COM 031100100 55576 1607170 SH Sole 1258475 348695 ANALOG DEVICES INC COM 032654105 67195 2711660 SH Sole 2429560 282100 ANNALY CAP MGMT INC COM 035710409 45254 2989025 SH Sole 2391575 597450 APPLE COMPUTER INC COM 037833100 114781 805874 SH Sole 717899 87975 ARBIOS SYSTEMS, INC. COM 03875v107 3 153846 SH Sole 153846 ARCH COAL INC COM 039380100 300 19500 SH Sole 19500 ARTHROCARE CORP COM COM 043136100 416 38500 SH Sole 38500 AT&T CORP COM 00206R102 94 3790 SH Sole 2690 1100 ATMI INC COM 00207R101 17060 1098516 SH Sole 788966 309550 AUTODESK INC COM 052769106 216 11400 SH Sole 11400 AVON PRODS INC COM 054303102 7209 279650 SH Sole 259900 19750 BANCO BRADESCO S A SP ADR PFD COM 059460303 54124 3664480 SH Sole 3263080 401400 BE AEROSPACE INC COM 073302101 38520 2682437 SH Sole 1899837 782600 BEACON ROOFING SUPPLY COM COM 073685109 4152 287152 SH Sole 206002 81150 BED BATH & BEYOND INC COM 075896100 12165 395600 SH Sole 365900 29700 BERKSHIRE HATHAWAY INC CL B COM 084670207 376 130 SH Sole 130 BEST BUY INC COM 086516101 69829 2085080 SH Sole 1863680 221400 BIOGEN IDEC INC COM 09062X103 5756 127480 SH Sole 121080 6400 BLACKROCK INC COM 09247X101 300 1710 SH Sole 1710 BMC SOFTWARE INC COM 055921100 60396 1787395 SH Sole 1413125 374270 BOEING CO COM COM 097023105 604 14200 SH Sole 12900 1300 BP PLC ADR COM 055622104 598 12540 SH Sole 11748 792 BRISTOL MYERS SQUIBB COM 110122108 10796 531579 SH Sole 516779 14800 BROCADE COMMUNCTNS SYS COM 111621306 20213 2578141 SH Sole 2121041 457100 BROOKDALE SR LIVING COM 112463104 11772 1208670 SH Sole 869720 338950 BUCYRUS INTL INC NEW COM 118759109 29490 1032580 SH Sole 751130 281450 BUNGE LIMITED COM G16962105 12963 215150 SH Sole 198050 17100 CADENCE DESIGN SYS INC COM 127387108 15184 2573640 SH Sole 1838440 735200 CAVIUM NETWORKS INC COM COM 14965A101 9569 569230 SH Sole 408180 161050 CELANESE CORP DEL COM SER A COM 150870103 30008 1263500 SH Sole 880650 382850
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ----------------------------- -------------- --------- ------------ -------- --- ---- -------- -------- --------- ------ ------- CELGENE CORP COM 151020104 157801 3298525 SH Sole 2975625 322900 CHARLES RIV LABS INTL COM 159864107 3709 109900 SH Sole 95500 14400 CHECK POINT SOFTWARE COM M22465104 116450 4961635 SH Sole 4031135 930500 CHICOS FAS INC COM 168615102 22930 2356650 SH Sole 1788550 568100 CHUBB CORP COM 171232101 227 5704 SH Sole 5704 CHURCH & DWIGHT INC COM 171340102 34384 633098 SH Sole 445715 187383 CISCO SYS INC COM 17275R102 138 7400 SH Sole 7400 CITRIX SYS INC COM 177376100 27944 876270 SH Sole 620570 255700 CME GROUP COM 12572Q105 42508 136630 SH Sole 121590 15040 CNS RESPONSE INC COM COM 12619C101 3 166667 SH Sole 166667 COCA COLA CO COM 191216100 78690 1639721 SH Sole 1461560 178161 COGNIZANT TECH SOLUTNS CL A COM 192446102 96537 3615609 SH Sole 3265679 349930 COLFAX CORP COM 194014106 13695 1773940 SH Sole 1270240 503700 COLGATE PALMOLIVE CO COM 194162103 84314 1191882 SH Sole 1064432 127450 COMPLETE PROD SVCS COM 20453E109 14548 2287455 SH Sole 1666505 620950 COMVERSE TECHNOLOGY COM 205862402 26338 3080500 SH Sole 2155850 924650 CONSOL ENERGY INC COM 20854P109 61157 1800844 SH Sole 1430569 370275 CORNERSTONE THERAPEUTICS INC COM 21924P103 663 60348 SH Sole 60348 CORNING INC COM 219350105 36881 2296450 SH Sole 2059750 236700 CORRECTIONS CP AM COM 22025Y407 14006 824350 SH Sole 762600 61750 COVIDIEN PLC COM G2554F105 90484 2416785 SH Sole 2163385 253400 CROWN HOLDINGS INC COM 228368106 55854 2313750 SH Sole 1798090 515660 CSX CORP COM 126408103 16527 477250 SH Sole 441150 36100 CTRIP COM INTL LTD ADR COM 22943F100 16878 364530 SH Sole 271530 93000 CUMMINS INC COM COM 231021106 11954 339500 SH Sole 315200 24300 CVS CAREMARK CORP COM COM 126650100 110373 3463216 SH Sole 3106182 357034 CYBERSOURCE CORP COM 23251J106 28021 1831470 SH Sole 1325020 506450 CYNOSURE INC CL A COM 232577205 230 30000 SH Sole 30000 CYTOKINETICS INC COM COM 23282W100 122 43100 SH Sole 43100 DANAHER CORP DEL COM 235851102 95149 1541124 SH Sole 1372789 168335 DAVITA INC COM 23918K108 75172 1519857 SH Sole 1193757 326100 DEERE & CO COM 244199105 4139 103600 SH Sole 96900 6700 DELL INC COM 24702R101 44756 3259750 SH Sole 2932350 327400 DENBURY RES INC COM 247916208 71040 4822825 SH Sole 3678235 1144590 DEVRY INC DEL COM 251893103 31496 629410 SH Sole 490765 138645 DEXCOM INC COM 252131107 390 63000 SH Sole 63000 DICKS SPORTING GOODS COM 253393102 19979 1161560 SH Sole 847160 314400 DIONEX CORP COM 254546104 1511 24760 SH Sole 24760 DISCOVERY COMMUN NEW SER A COM 25470F104 32670 1451377 SH Sole 1135268 316109 DOUBLE-TAKE SOFTWARE, INC. COM 258598101 252 29100 SH Sole 29100 E M C CORP MASS COM 268648102 60929 4651047 SH Sole 4173547 477500 EATON VANCE CORP NON VTG COM 278265103 4034 150794 SH Sole 150794 ECOLAB INC COM 278865100 8769 224900 SH Sole 205200 19700 ELAN PLC ADR COM 284131208 109969 17263635 SH Sole 14942401 2321234 ENSCO INTL INC COM 26874Q100 27686 793975 SH Sole 563625 230350 EQT CORP COM 26884L109 39238 1123982 SH Sole 873632 250350 ERESEARCHTECHNOLOGY COM 29481V108 320 51600 SH Sole 51600 EV3 INC COM 26928A200 43466 4043360 SH Sole 3085710 957650 EXTERRAN HOLDINGS COM 30225X103 54299 3385249 SH Sole 2452768 932481 EXXON MOBIL CORP COM 30231G102 1491 21330 SH Sole 19162 2168 FBR CAPITAL MKTS CORP COM COM 30247C301 190 40500 SH Sole 40500 FIDELITY NATL FINL INC COM 31620R105 7676 567300 SH Sole 518000 49300
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- ------------ -------- --- ---- -------- -------- --------- ------ ------- FIRST HORIZON NATL CP COM 320517105 15987 1332254 SH Sole 944804 387450 FOSTER WHEELER LTD SHS NEW COM H27178104 76988 3241620 SH Sole 2906920 334700 FOUNDATION COAL HLDGS COM 35039W100 35233 1253395 SH Sole 896895 356500 FRESENIUS MED CARE AG SPONSORE COM 358029106 6774 150538 SH Sole 150538 GAMESTOP CORP NEW CL A COM 36467W109 462 21000 SH Sole 17600 3400 GENERAL ELEC CO COM 369604103 479 40900 SH Sole 19900 21000 GEO GROUP INC COM 36159R103 45351 2440829 SH Sole 1815179 625650 GILEAD SCIENCES INC COM 375558103 90200 1925710 SH Sole 1709860 215850 GLOBAL PMTS INC COM COM 37940X102 53503 1428266 SH Sole 1283370 144896 GOLD FIELDS LTD ADR COM 38059T106 60 5000 SH Sole 5000 GOLDCORP INC NEW COM COM 380956409 678 19500 SH Sole 19500 GOOGLE INC COM 38259P508 39781 94360 SH Sole 84060 10300 GTX INC DEL COM 40052B108 4245 459909 SH Sole 459909 HALLIBURTON CO COM 406216101 67011 3237257 SH Sole 2876207 361050 HESS CORP COM COM 42809H107 742 13800 SH Sole 13300 500 HEWLETT PACKARD CO COM 428236103 83676 2164977 SH Sole 1939177 225800 HEXCEL CORP NEW COM 428291108 12182 1278260 SH Sole 952610 325650 HIBBETT SPORTS INC COM 428567101 19206 1067000 SH Sole 756800 310200 HOME DEPOT INC COM 437076102 312 13200 SH Sole 13200 HURON CONSULTING GROUP COM 447462102 25861 559395 SH Sole 400595 158800 IDEX CORP COM 45167R104 52101 2120517 SH Sole 1655362 465155 IDEXX LABS INC COM 45168D104 46599 1008645 SH Sole 715195 293450 ILLUMINA INC COM 452327109 136688 3510218 SH Sole 2862668 647550 IMMUCOR INC COM 452526106 27931 2029838 SH Sole 1471053 558785 INFORMATICA CORP COM 45666Q102 44936 2614077 SH Sole 1913608 700469 INTEGRATED DEVICE TECH COM 458118106 21536 3565500 SH Sole 2585650 979850 INTEL CORP COM 458140100 40000 2416900 SH Sole 2144600 272300 INTERNATIONAL BUS MACH COM 459200101 100451 961987 SH Sole 860767 101220 INTREPID POTASH INC COM COM 46121Y102 26303 936700 SH Sole 683150 253550 ISHARES TR RUSL 2000 GROW COM 464287648 2035 35900 SH Sole 35900 ITT CORPORATION COM 450911102 100176 2251154 SH Sole 2061220 189934 J CREW GROUP INC COM COM 46612H402 23591 873100 SH Sole 625800 247300 JACOBS ENGR GROUP COM 469814107 320 7600 SH Sole 7600 JDS UNIPHASE CORP COM 46612J507 21395 3740467 SH Sole 2679067 1061400 JOHNSON & JOHNSON COM 478160104 943 16600 SH Sole 8700 7900 JOY GLOBAL INC COM 481165108 44103 1234675 SH Sole 882175 352500 JPMORGAN & CHASE & CO COM 46625H100 302 8850 SH Sole 8850 K12 INC COM COM 48273U102 19334 897166 SH Sole 642516 254650 KB HOME COM 48666K109 10375 758405 SH Sole 543005 215400 KINETIC CONCEPTS INC COM 49460W208 3713 136256 SH Sole 136256 KIRBY CORP COM 497266106 29339 922915 SH Sole 759665 163250 LIFE TECHNOLOGIES CORP COM 53217V109 76371 1830571 SH Sole 1468471 362100 LINCARE HLDGS INC COM 532791100 6416 272771 SH Sole 272771 LOGMEIN INC COM COM 54142L109 400 25000 SH Sole 25000 MASIMO CORP COM 574795100 32398 1343767 SH Sole 1044767 299000 MASSEY ENERGY CORP COM 576206106 72011 3685320 SH Sole 2785900 899420 MAXIM INTEGRATED PRODS COM 57772K101 40461 2578750 SH Sole 1875650 703100 MEDICINES CO COM 584688105 13341 1590142 SH Sole 1238542 351600 MEDICIS PHARMACEUTICAL CL A COM 584690309 15306 937895 SH Sole 670645 267250 MEDNAX INC COM 58502B106 41177 977370 SH Sole 695550 281820 MEDTRONIC INC COM 585055106 1131 32406 SH Sole 19100 13306 MERCK & CO INC COM 589331107 556 19881 SH Sole 15838 4043
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- ------------ -------- --- ---- -------- -------- --------- ------ ------- METABOLIX INC COM 591018809 5005 608899 SH Sole 608899 METTLER TOLEDO INTL COM 592688105 75826 982835 SH Sole 750945 231890 MICROCHIP TECHNOLOGY COM 595017104 10800 478950 SH Sole 443050 35900 MICROSOFT CORP COM 594918104 178182 7496084 SH Sole 6665334 830750 MONSANTO CO COM 61166W101 597 8024 SH Sole 7524 500 MORGAN STANLEY COM NEW COM 617446448 34094 1195860 SH Sole 1044960 150900 MOSAIC CO COM 61945A107 80357 1813930 SH Sole 1637280 176650 MOTOROLA INC COM 620076109 70247 10595320 SH Sole 9494870 1100450 MSC INDL DIRECT INC CL A COM 553530106 22357 630125 SH Sole 586175 43950 MSCI INC CL A COM 55354G100 24620 1007350 SH Sole 715850 291500 NATIONAL OILWELL VARCO COM 637071101 115362 3532212 SH Sole 3175538 356674 NATIONAL SEMICONDUCTOR COM 637640103 5189 413500 SH Sole 382350 31150 NAVIGANT CONSULTING COM 63935N107 31207 2415425 SH Sole 1715025 700400 NESTLE S A SPONSORED ADR COM 641069406 546 14500 SH Sole 10750 3750 NET 1 UEPS TECHS INC NEW COM 64107N206 23798 1751165 SH Sole 1278843 472322 NETAPP INC COM 64110D104 450 22800 SH Sole 22800 NETFLIX COM INC COM 64110L106 32128 777164 SH Sole 563214 213950 NEUROMETRIX INC COM COM 641255104 22 10000 SH Sole 10000 NEW ORIENTAL ED & TECH SPON AD COM 647581107 17751 263523 SH Sole 188703 74820 NEWMONT MINING CORP COM 651639106 82 2000 SH Sole 2000 NICE SYS LTD ADR COM 653656108 18944 821150 SH Sole 764200 56950 NII HLDGS INC CL B NEW COM 62913F201 37439 1963250 SH Sole 1508150 455100 NOKIA CORP ADR COM 654902204 305 20900 SH Sole 20900 NORFOLK SOUTHERN CORP COM 655844108 82832 2198877 SH Sole 1945377 253500 NORTHERN TR CORP COM 665859104 649 12096 SH Sole 12096 NUANCE COMMUNICATIONS COM 67020Y100 122552 10128285 SH Sole 7594245 2534040 O REILLY AUTOMOTIVE COM 686091109 44949 1180395 SH Sole 837945 342450 OCCIDENTAL PETE CP COM 674599105 83960 1275792 SH Sole 1138992 136800 OIL STS INTL INC COM 678026105 25702 1061641 SH Sole 759991 301650 ORACLE CORP COM 68389X105 116874 5456295 SH Sole 4870183 586112 OSI PHARMACEUTICALS COM 671040103 83768 2967340 SH Sole 2215340 752000 OTIX GLOBAL INC COM COM 68906N101 564 722973 SH Sole 722973 PALL CORP COM 696429307 255 9600 SH Sole 9600 PEABODY ENERGY CORP COM 704549104 93988 3116305 SH Sole 2794155 322150 PEPSICO INC COM 713448108 97784 1779190 SH Sole 1592320 186870 PETSMART INC COM 716768106 27811 1295940 SH Sole 918700 377240 PFIZER INC COM 717081103 9439 629246 SH Sole 629246 PHASE FORWARD INC COM COM 71721R406 21159 1400299 SH Sole 1002555 397744 PMC-SIERRA INC COM 69344F106 2461 309112 SH Sole 309112 POLYCOM INC COM 73172K104 74522 3676445 SH Sole 2652615 1023830 POOL CORP COM COM 73278L105 7935 479150 SH Sole 343200 135950 PRAXAIR INC COM 74005P104 102163 1437503 SH Sole 1284601 152902 PRECISION CASTPARTS CP COM COM 740189105 6355 87015 SH Sole 80435 6580 PRIVATEBANCORP INC COM 742962103 30064 1351800 SH Sole 959400 392400 PROCTER & GAMBLE CO COM 742718109 387 7564 SH Sole 5564 2000 PURECYCLE CORP COM NEW COM 746228303 285 79300 SH Sole 79300 QIAGEN NV ORD COM N72482107 10888 585700 SH Sole 541750 43950 QUALCOMM INC COM 747525103 73431 1624579 SH Sole 1449477 175102 QUEST SOFTWARE INC COM 74834T103 61317 4398607 SH Sole 3522357 876250 QUICKSILVER RESOURCES COM 74837R104 17791 1915096 SH Sole 1503096 412000 QUIDEL CORP COM 74838J101 6235 428239 SH Sole 411989 16250 RALCORP HLDGS INC NEW COM COM 751028101 27715 454940 SH Sole 322190 132750
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ----------------------------- -------------- --------- ------------ -------- --- ---- -------- -------- --------- ------ ------- RBC BEARINGS INC COM COM 75524B104 2104 102907 SH Sole 102907 RED HAT INC COM 756577102 40864 2030025 SH Sole 1589625 440400 SALESFORCE COM INC COM 79466L302 25194 660060 SH Sole 468235 191825 SANTARUS INC COM 802817304 23065 8179250 SH Sole 6518870 1660380 SCHLUMBERGER LTD COM 806857108 752 13894 SH Sole 8944 4950 SCHWAB CHARLES CP NEW COM 808513105 63008 3592272 SH Sole 3217122 375150 SCIENTIFIC GAMES CORP CL A COM 80874P109 17260 1095150 SH Sole 758800 336350 SHIRE PLC COM 82481R106 94530 2278935 SH Sole 1800385 478550 SIGNATURE BK NEW YORK COM 82669G104 28315 1038325 SH Sole 743397 294928 SKILLED HEALTHCARE GRO CL A COM 83066R107 6693 892430 SH Sole 634030 258400 SKILLSOFT PLC ADR COM 830928107 47238 6056196 SH Sole 4439564 1616632 SMITH INTL INC COM 832110100 6288 244208 SH Sole 221508 22700 SOLARWINDS INC COM COM 83416B109 19059 1155807 SH Sole 849482 306325 STAPLES INC COM 855030102 35037 1736220 SH Sole 1545520 190700 STARBUCKS CORP COM 855244109 13087 942200 SH Sole 881550 60650 STATE STR CORP COM 857477103 261 5521 SH Sole 1681 3840 STERICYCLE INC COM 858912108 29669 575766 SH Sole 406936 168830 STEWART ENTERPRISES CL A COM 860370105 26825 5565309 SH Sole 4101409 1463900 STREETTRACKS GOLD TR GOLD SHS COM 78463V107 319 3500 SH Sole 3500 SUN HEALTHCARE GROUP COM 866933401 15933 1887768 SH Sole 1440368 447400 SUNCOR ENERGY INC COM 867224107 87251 2875790 SH Sole 2568040 307750 SUPERIOR ENERGY SVCS COM 868157108 21017 1216948 SH Sole 872098 344850 SVB FINANCIAL GROUP COM 78486Q101 7818 287200 SH Sole 268650 18550 SYNGENTA AG SPONSORED ADR COM 87160A100 86313 1855395 SH Sole 1651995 203400 TARGET CORP COM 87612E106 104953 2659062 SH Sole 2376692 282370 TEVA PHARMACEUTCL INDS ADR COM 881624209 59719 1210350 SH Sole 1105100 105250 TEXAS CAPITAL BNCSHRS COM COM 88224Q107 19933 1288470 SH Sole 927020 361450 TEXAS INSTRS INC COM 882508104 40774 1914250 SH Sole 1702400 211850 THERMO FISHER SCIENTIFIC INC COM 883556102 114868 2817464 SH Sole 2543584 273880 THOMPSON CREEK METALS COM 884768102 20066 1963430 SH Sole 1405880 557550 TIVO INC COM 888706108 544 51900 SH Sole 51900 TJX COS INC COM 872540109 14819 471050 SH Sole 435900 35150 TOWER GROUP INC COM 891777104 27132 1094900 SH Sole 786250 308650 TRANSDIGM GROUP INC COM 893641100 19980 551935 SH Sole 394485 157450 TUTOR PERINI CORP COM 901109108 20749 1195230 SH Sole 866330 328900 TYCO INTERNATIONAL LTD COM H89128104 10052 386900 SH Sole 357950 28950 UNITED THERAPEUTIC COM 91307C102 55236 662853 SH Sole 526083 136770 URBAN OUTFITTERS INC COM 917047102 7421 355250 SH Sole 328550 26700 VANDA PHARMACEUTICALS COM 921659108 3667 311573 SH Sole 311573 VEECO INSTRS INC DEL COM COM 922417100 227 19600 SH Sole 19600 VERIFONE HLDGS INC COM 92342Y109 21627 2879769 SH Sole 2152880 726889 VERINT SYS INC COM 92343X100 9168 890072 SH Sole 630449 259623 VERISIGN INC COM 92343E102 22891 1236025 SH Sole 876925 359100 VERTEX PHARMACEUTICALS COM 92532F100 81895 2276757 SH Sole 1875307 401450 VIACOM INC CL B COM 92553P201 59576 2624500 SH Sole 2337825 286675 WADDELL & REED FINL CL A COM 930059100 40759 1545675 SH Sole 1159775 385900 WAL MART STORES INC COM 931142103 540 11150 SH Sole 11000 150 WASTE CONNECTIONS INC COM 941053100 391 15100 SH Sole 13750 1350 WATSCO INC COM 942622200 19969 408117 SH Sole 307367 100750 WEATHERFORD INTL LTD COM H27013103 113553 5805389 SH Sole 5206143 599246 WESCO INTL INC COM 95082P105 25550 1020360 SH Sole 725400 294960 WYETH COM 983024100 12072 265963 SH Sole 260663 5300
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ----------------------------- -------------- --------- ------------ -------- --- ---- -------- -------- --------- ------ ------- XILINX INC COM 983919101 21196 1035950 SH Sole 734600 301350 YAHOO INC COM 984332106 81228 5187000 SH Sole 4629800 557200 YAMANA GOLD INC COM COM 98462Y100 14325 1620500 SH Sole 1494600 125900 PIMCO FDS PAC SHORT TERM CL A MUTUAL FUND 693391211 3985 412956.3 SH Sole 412956.3 REPORT SUMMARY 256 DATA RECORDS 8386728 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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