-----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, NpJoZW1hWQizDooWmBNRgiuGXblqQL8juQD+TtMweZxDVE8BM+qj6Q97P4V/Pa0o x/4U2NQAlc9QYd+lOCeMIA== 0001354488-10-001464.txt : 20100510 0001354488-10-001464.hdr.sgml : 20100510 20100510161733 ACCESSION NUMBER: 0001354488-10-001464 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100510 DATE AS OF CHANGE: 20100510 EFFECTIVENESS DATE: 20100510 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: 10816462 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 westfield.txt REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: MARCH 31, 2010 -------------- 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 MAY 11, 2010 - ----------------- --------------------- ------------ [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: 265 -------------- Form 13F Information Table Value Total: 11,541,502 -------------- (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 31-Mar-10
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Investmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- -------- -------- ------- ---- ---- -------- -------- -------- ------ ------- 3M CO COM 88579Y101 162 1943 SH Sole 1943 ABBOTT LABS COM 002824100 4082 77490 SH Sole 77490 ACCENTURE LTD BERMUDA CL A COM G1151C101 88796 2116721 SH Sole 1790089 326632 ACORDA THERAPEUTICS COM COM 00484M106 42532 1243640 SH Sole 882140 361500 ACXIOM CORP COM COM 005125109 21181 1180475 SH Sole 804400 376075 ADOLOR CORP COM 00724X102 6603 3668305 SH Sole 2785255 883050 AEGEAN MARINE PETROLEU SHS COM Y0017S102 29528 1040440 SH Sole 724330 316110 AETNA INC NEW COM 00817Y108 125914 3586283 SH Sole 3068025 518258 AIR PRODS & CHEMS INC COM 009158106 116784 1579235 SH Sole 1340010 239225 ALCON INC SHS COM H01301102 11535 71400 SH Sole 71400 ALEXION PHARMACEUTICAL COM 015351109 150474 2767589 SH Sole 1864507 903082 ALLIANCE DATA SYS CORP COM 018581108 60528 945902 SH Sole 640060 305842 ALLOS THERAPEUTICS INC COM COM 019777101 25261 3399800 SH Sole 2529200 870600 ALPHA NAT RES INC COM 02076X102 44035 882633 SH Sole 602997 279636 ALTERA CORP COM 021441100 33234 1367669 SH Sole 880590 487079 AMAZON COM INC COM 023135106 104682 771024 SH Sole 650880 120144 AMERICAN PUBLIC ED INC COM 02913V103 11271 241860 SH Sole 165260 76600 AMERIPRISE FINL INC COM 03076C106 18332 404150 SH Sole 372900 31250 AMERN EAGLE OUTFIT NEW COM COM 02553E106 46754 2524517 SH Sole 1623248 901269 AMETEK INC COM 031100100 68248 1646105 SH Sole 1235960 410145 AMYLIN PHARMACEUTICALS COM 032346108 32045 1424875 SH Sole 1002930 421945 ANNALY CAP MGMT INC COM 035710409 16902 983820 SH Sole 908420 75400 APPLE COMPUTER INC COM 037833100 257828 1097142 SH Sole 930769 166373 ARENA PHARMACEUTICALS COM 040047102 929 297900 SH Sole 297900 ARTHROCARE CORP COM COM 043136100 40293 1355760 SH Sole 1018255 337505 AT&T CORP COM 00206R102 150 5790 SH Sole 5790 ATLAS PIPELINE PRTNS UNIT L P COM 049392103 242 17400 SH Sole 17400 ATMI INC COM 00207R101 20053 1038454 SH Sole 732591 305863 BANK NEW YORK INC COM 064058100 55639 1801775 SH Sole 1516855 284920 BE AEROSPACE INC COM 073302101 77580 2555341 SH Sole 1728610 826731 BEACON ROOFING SUPPLY COM COM 073685109 9542 498794 SH Sole 340732 158062 BECTON DICKINSON & CO COM 075887109 4259 54100 SH Sole 54100 BED BATH & BEYOND INC COM 075896100 23851 545050 SH Sole 508500 36550 BERKSHIRE HATHAWAY INC CL B COM 084670702 528 6500 SH Sole 6500 BIO RAD LABS INC CL A COM 090572207 259 2500 SH Sole 2500 BMC SOFTWARE INC COM 055921100 73206 1926485 SH Sole 1441065 485420 BP PLC ADR COM 055622104 686 12012 SH Sole 11220 792 BRISTOL MYERS SQUIBB COM 110122108 1368 51250 SH Sole 40150 11100 BROCADE COMMUNCTNS SYS COM 111621306 44149 7731885 SH Sole 5615285 2116600 BUCYRUS INTL INC NEW COM 118759109 23348 353815 SH Sole 254615 99200 BUNGE LIMITED COM G16962105 23027 373635 SH Sole 343785 29850 CADENCE DESIGN SYS INC COM 127387108 25828 3872236 SH Sole 2654960 1217276 CAVIUM NETWORKS INC COM COM 14965A101 25240 1014487 SH Sole 690205 324282 CELANESE CORP DEL COM SER A COM 150870103 50697 1591733 SH Sole 1110133 481600 CELERA CORP COM 15100E106 1233 173600 SH Sole 173600 CELGENE CORP COM 151020104 233475 3768162 SH Sole 3271798 496364 CHARLES RIV LABS INTL COM 159864107 34474 876990 SH Sole 565440 311550 CHECK POINT SOFTWARE COM M22465104 146319 4172211 SH Sole 3287440 884771 CHEVRON CORP COM 166764100 258 3400 SH Sole 2600 800 CHICOS FAS INC COM 168615102 19767 1370775 SH Sole 977625 393150
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Investmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- -------- -------- ------- ---- ---- -------- -------- -------- ------ ------- CHUBB CORP COM 171232101 296 5704 SH Sole 5704 CHURCH & DWIGHT INC COM 171340102 41377 618023 SH Sole 393540 224483 CISCO SYS INC COM 17275R102 122725 4714765 SH Sole 4004295 710470 CITIGROUP INC COM 172967101 41 10000 SH Sole 10000 CITRIX SYS INC COM 177376100 39288 827635 SH Sole 532810 294825 COACH INC COM 189754104 22318 564721 SH Sole 521521 43200 COCA COLA CO COM 191216100 699 12715 SH Sole 4710 8005 COLFAX CORP COM 194014106 17427 1480610 SH Sole 1010660 469950 COLGATE PALMOLIVE CO COM 194162103 1052 12337 SH Sole 4937 7400 COMPASS MINLS INTL INC COM 20451N101 25372 316240 SH Sole 204270 111970 COMVERSE TECHNOLOGY COM 205862402 24186 2914020 SH Sole 1837220 1076800 CONSOL ENERGY INC COM 20854P109 94795 2222097 SH Sole 1642082 580015 COOPER INDS LTD CL A COM G24140108 15325 319660 SH Sole 291510 28150 CORNING INC COM 219350105 95713 4735943 SH Sole 4071427 664516 COVIDIEN PLC COM G2554F105 143474 2853503 SH Sole 2433630 419873 CRANE CO COM COM 224399105 27160 765070 SH Sole 470320 294750 CREDICORP LTD COM COM G2519Y108 23778 269650 SH Sole 187835 81815 CROWN HOLDINGS INC COM 228368106 60079 2228435 SH Sole 1622225 606210 CTRIP COM INTL LTD ADR COM 22943F100 57849 1475730 SH Sole 1024880 450850 CUBIST PHARMACEUTICALS COM 229678107 3935 174600 SH Sole 174600 CVS CAREMARK CORP COM COM 126650100 156775 4288160 SH Sole 3662695 625465 CYBERSOURCE CORP COM 23251J106 28474 1612350 SH Sole 1121730 490620 CYNOSURE INC CL A COM 232577205 337 30000 SH Sole 30000 CYTOKINETICS INC COM COM 23282W100 344 107500 SH Sole 107500 DANAHER CORP DEL COM 235851102 55658 696510 SH Sole 587544 108966 DAVITA INC COM 23918K108 81531 1285974 SH Sole 937674 348300 DEERE & CO COM 244199105 6350 106800 SH Sole 97100 9700 DELTA AIR LINES INC COM 247361702 18212 1248250 SH Sole 1155650 92600 DENBURY RES INC COM 247916208 74602 4422190 SH Sole 3172750 1249440 DEVRY INC DEL COM 251893103 48965 751000 SH Sole 529180 221820 DEXCOM INC COM 252131107 614 63000 SH Sole 63000 DIONEX CORP COM 254546104 39929 533953 SH Sole 436735 97218 DISCOVER FINL SVCS COM 254709108 10284 690200 SH Sole 637400 52800 DISCOVERY COMMUN NEW SER A COM 25470F104 62762 1857424 SH Sole 1333965 523459 DISNEY WALT CO DISNEY COM 254687106 108707 3113928 SH Sole 2621900 492028 DOVER CORP COM 260003108 27778 594190 SH Sole 552490 41700 E M C CORP MASS COM 268648102 92182 5109860 SH Sole 4368500 741360 EAST WEST BANCORP INC COM 27579R104 27892 1601170 SH Sole 1097195 503975 EATON VANCE CORP NON VTG COM 278265103 4809 143394 SH Sole 143394 ECOLAB INC COM 278865100 12860 292600 SH Sole 270400 22200 ELAN PLC ADR COM 284131208 140511 18537049 SH Sole 5223884 3313165 EMERSON ELEC CO COM 291011104 153987 3058931 SH Sole 2573205 485726 EMULEX CORP COM 292475209 16923 1274354 SH Sole 869685 404669 ENSCO PLC COM 29358Q109 55241 1233605 SH Sole 887505 346100 ERESEARCHTECHNOLOGY COM 29481V108 356 51600 SH Sole 51600 EV3 INC COM 26928A200 50797 3202845 SH Sole 2309545 893300 EXTERRAN HOLDINGS COM 30225X103 84388 3491449 SH Sole 2323466 1167983 EXXON MOBIL CORP COM 30231G102 1291 19274 SH Sole 17106 2168 EZCHIP SEMICONDUCTOR L ORD COM M4146Y108 17939 911085 SH Sole 634310 276775 GARDNER DENVER INC COM 365558105 33661 764330 SH Sole 535250 229080 GARTNER INC COM COM 366651107 17477 785831 SH Sole 725331 60500
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Investmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- -------- -------- ------- ---- ---- -------- -------- -------- ------ ------- GENERAL ELEC CO COM 369604103 707 38824 SH Sole 18424 20400 GENTEX CORP COM 371901109 24515 1262371 SH Sole 815195 447176 GEO GROUP INC COM 36159R103 33068 1668425 SH Sole 1138625 529800 GILEAD SCIENCES INC COM 375558103 60608 1332933 SH Sole 1126860 206073 GLOBAL PMTS INC COM COM 37940X102 12178 267350 SH Sole 246600 20750 GOLD FIELDS LTD ADR COM 38059T106 63 5000 SH Sole 5000 GOLDCORP INC NEW COM COM 380956409 75943 2040380 SH Sole 1735330 305050 GOODRICH CORP COM 382388106 147530 2092037 SH Sole 1783763 308274 GOOGLE INC COM 38259P508 208802 368179 SH Sole 312002 56177 HALLIBURTON CO COM 406216101 99545 3303849 SH Sole 2799542 504307 HEALTH MGMT ASSOC INC CL A COM 421933102 30734 3573733 SH Sole 2517520 1056213 HEWLETT PACKARD CO COM 428236103 137927 2595045 SH Sole 2212866 382179 HEXCEL CORP NEW COM 428291108 16354 1132535 SH Sole 821035 311500 HIBBETT SPORTS INC COM 428567101 39362 1538783 SH Sole 992040 546743 HILL ROM HOLDINGS INC COM 431475102 5044 185376 SH Sole 116400 68976 HONEYWELL INTL INC COM 438516106 117140 2587590 SH Sole 2219315 368275 HOUSTON WIRE & CBL CO COM COM 44244K109 152 13100 SH Sole 13100 HURON CONSULTING GROUP COM 447462102 12343 608020 SH Sole 414730 193290 IDEX CORP COM 45167R104 71353 2155675 SH Sole 1605370 550305 IDEXX LABS INC COM 45168D104 56529 982255 SH Sole 631505 350750 ILLUMINA INC COM 452327109 75451 1939605 SH Sole 1540305 399300 IMMUCOR INC COM 452526106 36766 1642090 SH Sole 1120787 521303 INSPIRE PHARMACEUTICAL COM COM 457733103 3120 500000 SH Sole 500000 INTEGRATED DEVICE TECH COM 458118106 20803 3393700 SH Sole 2370750 1022950 INTEL CORP COM 458140100 125986 5652132 SH Sole 4790664 861468 INTERNATIONAL BUS MACH COM 459200101 143288 1117258 SH Sole 951873 165385 INTL COAL GRP INC NEW COM COM 45928H106 18023 3943800 SH Sole 2711800 1232000 ISHARES TR RUSL 2000 GROW COM 464287648 21708 296400 SH Sole 296400 ITT CORPORATION COM 450911102 357 6650 SH Sole 6650 J CREW GROUP INC COM COM 46612H402 31388 683826 SH Sole 466935 216891 JAGUAR MNG INC COM COM 47009M103 12920 1402780 SH Sole 957980 444800 JOHNSON & JOHNSON COM 478160104 5311 81450 SH Sole 73550 7900 JOY GLOBAL INC COM 481165108 33957 600045 SH Sole 404395 195650 JPMORGAN & CHASE & CO COM 46625H100 145899 3260315 SH Sole 2744490 515825 K12 INC COM COM 48273U102 25592 1152271 SH Sole 798121 354150 KAMAN CORP COM COM 483548103 230 9200 SH Sole 9200 KOHLS CORP COM 500255104 105692 1929397 SH Sole 1625071 304326 LAM RESEARCH CORP COM 512807108 11733 314400 SH Sole 290200 24200 LANDSTAR SYS INC COM 515098101 37190 885895 SH Sole 572095 313800 LAZARD LTD SHS A COM G54050102 1378 38600 SH Sole 38600 LEAR CORP COM 521865204 14977 188745 SH Sole 174345 14400 LEXICON PHARMACEUTICAL COM 528872104 3060 2053699 SH Sole 2053699 LIFE TECHNOLOGIES CORP COM 53217V109 73531 1406745 SH Sole 1061225 345520 LOGMEIN INC COM COM 54142L109 319 15400 SH Sole 15400 LSI LOGIC CORP COM 502161102 78065 12755661 SH Sole 9545961 3209700 MANITOWOC INC COM 563571108 280 21500 SH Sole 21500 MASIMO CORP COM 574795100 36986 1393086 SH Sole 1003236 389850 MASSEY ENERGY CORP COM 576206106 143625 2746705 SH Sole 1986235 760470 MAXIM INTEGRATED PRODS COM 57772K101 22793 1175500 SH Sole 759300 416200 MCAFEE INC COM 579064106 23260 579618 SH Sole 540768 38850
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Investmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- -------- -------- ------- ---- ---- -------- -------- -------- ------ ------- MCKESSON CORP COM 58155Q103 4436 67500 SH Sole 67500 MEDICINES CO COM 584688105 8101 1033280 SH Sole 705430 327850 MEDNAX INC COM 58502B106 48819 838956 SH Sole 555137 283819 MEDTRONIC INC COM 585055106 432 9598 SH Sole 8500 1098 MERCK & CO INC COM 58933Y105 743 19881 SH Sole 15838 4043 METABOLIX INC COM 591018809 4463 366400 SH Sole 366400 METTLER TOLEDO INTL COM 592688105 74159 679110 SH Sole 491370 187740 MICROSOFT CORP COM 594918104 164766 5625806 SH Sole 4758371 867435 MILLIPORE CORP COM 601073109 222 2100 SH Sole 2100 MONSANTO CO COM 61166W101 3526 49374 SH Sole 49374 MORGAN STANLEY COM NEW COM 617446448 305 10400 SH Sole 10400 MOSAIC CO COM 61945A107 127408 2096555 SH Sole 1798110 298445 MSC INDL DIRECT INC CL A COM 553530106 20706 408245 SH Sole 377145 31100 MSCI INC CL A COM 55354G100 29633 820852 SH Sole 530665 290187 NATIONAL OILWELL VARCO COM 637071101 165001 4066063 SH Sole 3497550 568513 NATIONWIDE HEALTH PPTY COM 638620104 211 6000 SH Sole 6000 NAVIGANT CONSULTING COM 63935N107 28560 2354498 SH Sole 1517000 837498 NET 1 UEPS TECHS INC NEW COM 64107N206 27025 1469553 SH Sole 1029968 439585 NETFLIX COM INC COM 64110L106 38943 528109 SH Sole 386509 141600 NEWMONT MINING CORP COM 651639106 102 2000 SH Sole 2000 NICE SYS LTD ADR COM 653656108 28877 909520 SH Sole 846470 63050 NII HLDGS INC CL B NEW COM 62913F201 75447 1810137 SH Sole 1308340 501797 NORTHERN TR CORP COM 665859104 668 12096 SH Sole 12096 NOVELLUS SYS INC COM 670008101 26549 1062374 SH Sole 685100 377274 NUANCE COMMUNICATIONS COM 67020Y100 149219 8967506 SH Sole 6303116 2664390 O REILLY AUTOMOTIVE COM 686091109 34784 833948 SH Sole 538380 295568 OCCIDENTAL PETE CP COM 674599105 59773 707034 SH Sole 592292 114742 OIL STS INTL INC COM 678026105 25451 561341 SH Sole 383249 178092 ON ASSIGNMENT INC COM 682159108 197 27600 SH Sole 27600 ON SEMICONDUCTOR CORP COM 682189105 42511 5313850 SH Sole 4088250 1225600 ORACLE CORP COM 68389X105 181905 7075267 SH Sole 5995553 1079714 ORTHOFIX INTL N V COM N6748L102 24883 683971 SH Sole 466105 217866 OSI PHARMACEUTICALS COM 671040103 3430 57600 SH Sole 57600 OTIX GLOBAL INC COM COM 68906N101 394 88439 SH Sole 88439 OWENS ILL INC COM 690768403 31423 884157 SH Sole 830257 53900 PALL CORP COM 696429307 389 9600 SH Sole 9600 PEPSICO INC COM 713448108 153034 2313082 SH Sole 1971129 341953 PFIZER INC COM 717081103 656 38226 SH Sole 30808 7418 PHASE FORWARD INC COM COM 71721R406 22501 1718956 SH Sole 1192565 526391 PLATINUM GROUP METALS COM NEW COM 72765Q205 225 115900 SH Sole 115900 POLYCOM INC COM 73172K104 46692 1526864 SH Sole 1011405 515459 PRECISION CASTPARTS CP COM COM 740189105 21689 171170 SH Sole 157920 13250 PRESIDENTIAL LIFE CORP COM COM 740884101 282 28334 SH Sole 28334 PRIMERICA INC COM 74164M108 750 50000 SH Sole 46740 3260 PROCTER & GAMBLE CO COM 742718109 117130 1851270 SH Sole 1577709 273561 PSIVIDA CORP COM 74440J101 158 40000 SH Sole 40000 PURECYCLE CORP COM NEW COM 746228303 193 79300 SH Sole 79300 QUALCOMM INC COM 747525103 113736 2710581 SH Sole 2302766 407815 QUEST SOFTWARE INC COM 74834T103 53482 3006302 SH Sole 2345852 660450 QUICKSILVER RESOURCES COM 74837R104 15833 1125282 SH Sole 806332 318950
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Investmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- -------- -------- ------- ---- ---- -------- -------- -------- ------ ------- QUIDEL CORP COM 74838J101 5035 346300 SH Sole 346300 RALCORP HLDGS INC NEW COM COM 751028101 69731 1028790 SH Sole 764640 264150 RBC BEARINGS INC COM COM 75524B104 3280 102907 SH Sole 102907 RED HAT INC COM 756577102 43017 1469660 SH Sole 1150340 319320 ROPER INDS INC COM 776696106 19972 345300 SH Sole 318950 26350 ROWAN COS INC COM 779382100 40352 1386195 SH Sole 964195 422000 RTI INTL METALS INC COM COM 74973W107 29960 987805 SH Sole 691585 296220 SALESFORCE COM INC COM 79466L302 50611 679800 SH Sole 451855 227945 SANTARUS INC COM 802817304 37733 7013543 SH Sole 5140563 1872980 SAVVIS INC COM NEW COM 805423308 18211 1103682 SH Sole 762925 340757 SCHLUMBERGER LTD COM 806857108 591 9318 SH Sole 5368 3950 SCHWAB CHARLES CP NEW COM 808513105 221 11850 SH Sole 11850 SCIENTIFIC GAMES CORP CL A COM 80874P109 34956 2477363 SH Sole 1549613 927750 SHIRE PLC COM 82481R106 98936 1498805 SH Sole 1157050 341755 SKILLED HEALTHCARE GRO CL A COM 83066R107 16347 2649413 SH Sole 1957917 691496 SKILLSOFT PLC ADR COM 830928107 19785 1917130 SH Sole 1317309 599821 SOLARWINDS INC COM COM 83416B109 37597 1735767 SH Sole 1261750 474017 SOLUTIA INC COM NEW COM 834376501 29712 1844325 SH Sole 1268885 575440 SONIC CORP COM 835451105 26670 2411407 SH Sole 1650045 761362 SONUS NETWORKS INC COM 835916107 181 69000 SH Sole 69000 STARBUCKS CORP COM 855244109 15766 649600 SH Sole 599750 49850 STATE STR CORP COM 857477103 228 5040 SH Sole 1200 3840 STEWART ENTERPRISES CL A COM 860370105 31584 5053464 SH Sole 3589214 1464250 STIFEL FINL CORP COM COM 860630102 23531 437794 SH Sole 308985 128809 STREETTRACKS GOLD TR GOLD SHS COM 78463V107 327 3000 SH Sole 3000 SUN HEALTHCARE GROUP COM 866933401 24914 2611569 SH Sole 1930919 680650 SUNCOR ENERGY INC COM 867224107 85712 2634052 SH Sole 2214645 419407 SUPERIOR ENERGY SVCS COM 868157108 27927 1328589 SH Sole 906669 421920 SYNGENTA AG SPONSORED ADR COM 87160A100 119579 2154183 SH Sole 1841345 312838 TARGET CORP COM 87612E106 134811 2562953 SH Sole 2175447 387506 TEAM HEALTH HOLDINGS, INC COM 87817A107 17061 1015510 SH Sole 693470 322040 TENET HEALTHCARE CORP COM 88033G100 2905 507900 SH Sole 507900 TENNECO AUTOMOTIVE INC COM 880349105 27135 1147375 SH Sole 783205 364170 TEVA PHARMACEUTCL INDS ADR COM 881624209 118229 1874270 SH Sole 1652360 221910 THERMO FISHER SCIENTIFIC INC COM 883556102 144015 2799676 SH Sole 2377116 422560 THOMPSON CREEK METALS COM 884768102 21797 1611025 SH Sole 1132325 478700 TITAN INTL INC ILL COM COM 88830M102 237 27100 SH Sole 27100 TJX COS INC COM 872540109 13749 323350 SH Sole 298750 24600 TUTOR PERINI CORP COM 901109108 20976 964415 SH Sole 657915 306500 U S AIRWAYS GROUP INC COM 90341W108 29858 4062250 SH Sole 2901050 1161200 UNION PAC CORP COM 907818108 205 2800 SH Sole 2800 UNITED TECHNOLOGIES CP COM 913017109 99058 1345715 SH Sole 1158570 187145 UNITED THERAPEUTIC COM 91307C102 70349 1271436 SH Sole 1010936 260500 UNITEDHEALTH GROUP INC COM 91324P102 4876 149250 SH Sole 133400 15850 URBAN OUTFITTERS INC COM 917047102 27546 723560 SH Sole 678400 45160 VARIAN MED SYS INC COM 92220P105 28688 518491 SH Sole 478791 39700 VERIFONE HLDGS INC COM 92342Y109 27692 1370224 SH Sole 940485 429739 VERISIGN INC COM 92343E102 27124 1042425 SH Sole 671275 371150 VERTEX PHARMACEUTICALS COM 92532F100 59688 1460444 SH Sole 1238419 222025 VIACOM INC CL B COM 92553P201 101182 2943046 SH Sole 2500670 442376
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Investmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- -------- -------- ------- ---- ---- -------- -------- -------- ------ ------- VISA COM 92826C839 109656 1204617 SH Sole 1014351 190266 VITAMIN SHOPPE INC COM COM 92849E101 15027 669372 SH Sole 472825 196547 WABCO HLDGS INC COM COM 92927K102 17494 584705 SH Sole 395940 188765 WADDELL & REED FINL CL A COM 930059100 58360 1619305 SH Sole 1153555 465750 WAL MART STORES INC COM 931142103 109791 1974655 SH Sole 1651710 322945 WARNER CHILCOTT PLC IR SHS A COM G94368100 161263 6319081 SH Sole 5484406 834675 WASTE CONNECTIONS INC COM 941053100 37226 1096168 SH Sole 710910 385258 WATSCO INC COM 942622200 19042 334782 SH Sole 245482 89300 WEATHERFORD INTL LTD COM H27013103 127587 8044601 SH Sole 6921048 1123553 WELLPOINT HLT NETW COM 94973V107 5630 87450 SH Sole 73850 13600 WESCO INTL INC COM 95082P105 43132 1242633 SH Sole 801823 440810 WMS INDS INC COM 929297109 18169 433223 SH Sole 271560 161663 XILINX INC COM 983919101 20301 796100 SH Sole 735000 61100 YAMANA GOLD INC COM COM 98462Y100 24134 2450150 SH Sole 2269150 181000
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