0001354488-12-005739.txt : 20121113
0001354488-12-005739.hdr.sgml : 20121112
20121113110302
ACCESSION NUMBER: 0001354488-12-005739
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120930
FILED AS OF DATE: 20121113
DATE AS OF CHANGE: 20121113
EFFECTIVENESS DATE: 20121113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP
CENTRAL INDEX KEY: 0001177719
IRS NUMBER: 800175963
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10220
FILM NUMBER: 121196821
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
b81181_13f.txt
SECURITIES AND EXCHANGE COMMISSION
Washington, StateD.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 2012
------------------
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: Aaron C. Lally
--------------------
Title: Compliance Associate
--------------------
Phone: 617-428-7128
--------------------
Signature, Place, and Date of Signing:
/s/Aaron C. Lally Boston, Massachusetts November 13, 2012
------------------ ---------------------- -----------------
[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: 298
-------------------
Form 13F Information Table Value Total: 14,228,211
-------------------
(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-Sep-12
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
------------------------------ -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ----
ABBOTT LABS COM COM 002824100 1052 15350 SH Sole 14010 1340
ACADIA HEALTHCARE CO COM COM 00404A109 715 30000 SH Sole 30000
ACELRX PHARMACEUTICALS INC COM 00444T100 286 89600 SH Sole 89600
AEROPOSTALE COM 007865108 17530 1295650 SH Sole 857070 438580
AIR PRODS & CHEMS INC COM COM 009158106 275 3320 SH Sole 3320
ALEXANDER & BALDWIN INC COM 014491104 29606 1002570 SH Sole 667115 335455
ALEXION PHARMACEUTICALS INC CO COM 015351109 1224 10698 SH Sole 10698
ALKERMES PLC COM G01767105 50931 2454485 SH Sole 1533925 920560
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 168478 1186881 SH Sole 826940 359941
ALTERA CORP COM 021441100 14531 427390 SH Sole 304540 122850
ALTRIA GROUP INC COM COM 02209S103 746 22340 SH Sole 22340
AMAZON COM INC COM COM 023135106 115455 453974 SH Sole 394109 59865
AMC NETWORKS INC CL A COM 00164V103 20125 462433 SH Sole 326230 136203
AMERICAN INTL GROUP INC COM NE COM 026874784 101679 3100925 SH Sole 2634175 466750
AMERICAN WTR WKS CO INC NEW CO COM 030420103 570 15380 SH Sole 15380
AMERIPRISE FINL INC COM COM 03076C106 52300 922570 SH Sole 713015 209555
AMERN EAGLE OUTFIT NEW COM COM 02553E106 65465 3105534 SH Sole 1891239 1214295
ANACOR PHARMACEUTICALS INC COM COM 032420101 258 39200 SH Sole 39200
ANADARKO PETE CORP COM COM 032511107 371 5300 SH Sole 5300
ANALOG DEVICES INC COM 032654105 690 17620 SH Sole 17620
APPLE INC COM COM 037833100 641270 961274 SH Sole 836340 124934
ARRAY BIOPHARMA INC COM 04269X105 447 76500 SH Sole 76500
ARTHROCARE CORP COM COM 043136100 77314 2386220 SH Sole 1807195 579025
ARUBA NETWORKS INC COM COM 043176106 31437 1398120 SH Sole 909570 488550
AT&T INC COM COM 00206R102 948 25140 SH Sole 25140
ATMI INC COM COM 00207R101 14350 772759 SH Sole 531306 241453
AUTODESK INC COM COM 052769106 32808 983745 SH Sole 682435 301310
AUTOMATIC DATA PROCESSING INC COM 053015103 773 13175 SH Sole 13175
AVAGO TECHNOLOGIES LTD SHS COM Y0486S104 11803 338539 SH Sole 230774 107765
AVIS BUDGET GROUP COM COM 053774105 23253 1511887 SH Sole 982025 529862
B & G FOODS INC NEW COM COM 05508R106 13213 435930 SH Sole 283570 152360
B/E AEROSPACE INC COM COM 073302101 59101 1403484 SH Sole 952326 451158
BARRICK GOLD CORP COM COM 067901108 697 16680 SH Sole 16680
BEACON ROOFING SUPPLY COM COM 073685109 37461 1315315 SH Sole 829820 485495
BED BATH & BEYOND INC COM COM 075896100 23792 377645 SH Sole 264710 112935
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 573 6500 SH Sole 6500
BIO RAD LABS INC CL A COM 090572207 592 5550 SH Sole 5550
BOSTON PROPERTIES INC COM COM 101121101 243 2200 SH Sole 2200
BRISTOL MYERS SQUIBB CO COM COM 110122108 1432 42430 SH Sole 42430
BROADCOM CORP CL A COM 111320107 86374 2498531 SH Sole 2128203 370328
CADENCE DESIGN SYSTEM INC COM COM 127387108 28934 2249011 SH Sole 1508145 740866
CARDINAL HEALTH INC COM COM 14149Y108 139786 3587018 SH Sole 2992538 594480
CBRE GROUP INC COM 12504L109 48776 2649453 SH Sole 2139043 510410
CELANESE CORP DEL COM SER A COM 150870103 28289 746222 SH Sole 448320 297902
CELGENE CORP COM COM 151020104 295513 3867970 SH Sole 3405578 462392
CELGENE CORP CONTIN VAL RT RIGHTS 151020112 283 99988 SH Sole 99988
CERNER CORP COM 156782104 248 3200 SH Sole 3200
CHECK POINT SOFTWARE TECH LTD COM M22465104 130419 2708028 SH Sole 2385018 323010
CHEESECAKE FACTORY INC COM COM 163072101 30800 861552 SH Sole 589553 271999
CHEVRON CORP NEW COM COM 166764100 1004 8610 SH Sole 7810 800
CHUBB CORP COM COM 171232101 369 4842 SH Sole 4842
CIRRUS LOGIC INC COM 172755100 7927 206480 SH Sole 134650 71830
CISCO SYS INC COM COM 17275R102 81363 4260996 SH Sole 3625249 635747
CITIGROUP INC COM COM 172967424 111606 3410937 SH Sole 2924322 486615
CITRIX SYS INC COM COM 177376100 139111 1817757 SH Sole 1577109 240648
CLARCOR INC COM COM 179895107 20689 463560 SH Sole 312255 151305
COCA COLA CO COM COM 191216100 1719 45320 SH Sole 29510 15810
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 148675 2127283 SH Sole 1842808 284475
COHEN & STEERS CLOSED END OPPO MUTUAL FUND 19248P106 1037 79780 SH Sole 79030 750
COLFAX CORP COM COM 194014106 31905 870064 SH Sole 572035 298029
COLGATE PALMOLIVE CO COM COM 194162103 478 4455 SH Sole 455 4000
COMCAST CORP NEW CL A COM 20030N101 166725 4664298 SH Sole 4000073 664225
COMERICA INC COM 200340107 55610 1790970 SH Sole 1091010 699960
COMSTOCK RES INC COM 205768203 276 15000 SH Sole 15000
CONCUR TECHNOLOGIES INC COM COM 206708109 15416 209085 SH Sole 127305 81780
CONOCOPHILLIPS COM COM 20825C104 751 13130 SH Sole 13130
CONSOL ENERGY INC COM COM 20854P109 25696 855120 SH Sole 598320 256800
COOPER COS INC COM 216648402 168121 1779815 SH Sole 1508424 271391
CORPORATE EXECUTIVE BRD CO COM COM 21988R102 38850 724408 SH Sole 471345 253063
COSTAR GROUP INC COM 22160N109 32536 399022 SH Sole 259480 139542
COVENTRY HEALTH CARE INC COM COM 222862104 92390 2216120 SH Sole 1346960 869160
CRANE CO COM COM 224399105 39314 984579 SH Sole 599649 384930
CROWN HOLDINGS INC COM COM 228368106 88546 2409419 SH Sole 1545384 864035
CUBIST PHARMACEUTICALS COM 229678107 53530 1122458 SH Sole 702358 420100
CUTERA INC COM COM 232109108 280 37500 SH Sole 37500
CVS CAREMARK CORPORATION COM COM 126650100 1472 30400 SH Sole 21400 9000
DANAHER CORP DEL COM COM 235851102 173739 3150316 SH Sole 2725504 424812
DARDEN RESTAURANTS INC COM 237194105 16312 292590 SH Sole 208460 84130
DEAN FOODS CO COM 242370104 484 29600 SH Sole 29600
DENBURY RES INC COM NEW COM 247916208 84563 5232828 SH Sole 3351705 1881123
DENTSPLY INTL INC NEW COM COM 249030107 110663 2901487 SH Sole 1847604 1053883
DEXCOM INC COM COM 252131107 609 40500 SH Sole 40500
DFC GLOBAL CORP COM 23324T107 28792 1678823 SH Sole 1091795 587028
DISCOVER FINL SVCS COM COM 254709108 24252 610430 SH Sole 420785 189645
DISCOVERY COMMUNICATNS NEW COM COM 25470F104 31053 521025 SH Sole 361805 159220
DISNEY WALT CO COM DISNEY COM 254687106 117981 2256708 SH Sole 1946728 309980
DOLLAR GEN CORP COM COM 256677105 31465 610500 SH Sole 428770 181730
DREAMWORKS ANIMATION SKG INC C COM 26153C103 250 13000 SH Sole 13000
DURECT CORP COM 266605104 138 95500 SH Sole 95500
DYNAVAX TECHNOLOGIES CORP COM COM 268158102 670 140800 SH Sole 140800
E M C CORP MASS COM COM 268648102 138958 5095654 SH Sole 4401937 693717
EAST WEST BANCORP INC COM COM 27579R104 32059 1517955 SH Sole 987325 530630
EASTMAN CHEM CO COM 277432100 28226 495106 SH Sole 351368 143738
EATON CORP COM 278058102 260 5500 SH Sole 5500
EATON VANCE CORP COM NON VTG COM 278265103 3871 133679 SH Sole 133679
ECOLAB INC COM COM 278865100 35710 550990 SH Sole 381350 169640
EINSTEIN NOAH REST GROUP INC C COM 28257U104 288 16300 SH Sole 16300
ELAN PLC ADR COM 284131208 41168 3840277 SH Sole 2436845 1403432
ENDEAVOUR INTL CORP COM NEW COM 29259G200 253 26200 SH Sole 26200
ENGILITY HOLDINGS INC. COM 29285W104 245 13300 SH Sole 13300
ENSCO PLC COM G3157S106 25882 474377 SH Sole 396247 78130
ENTERPRISE PRODS PARTN COM 293792107 661 12330 SH Sole 12160 170
ENZON PHARMACEUTICALS COM 293904108 461 66300 SH Sole 66300
EVEREST RE GROUP LTD COM COM G3223R108 49825 465825 SH Sole 283565 182260
EXXON MOBIL CORP COM COM 30231G102 1503 16432 SH Sole 8870 7562
F M C CORP COM NEW COM 302491303 44815 809223 SH Sole 690053 119170
F5 NETWORKS INC COM 315616102 20309 194085 SH Sole 137485 56600
FAIRCHILD SEMICND INTL COM 303726103 16906 1288580 SH Sole 869450 419130
FIFTH THIRD BANCORP COM COM 316773100 564 36400 SH Sole 36400
FINISH LINE INC CL A COM 317923100 28199 1240609 SH Sole 806800 433809
FIRST REP BK SAN FRAN CALI NEW COM 33616C100 46922 1361630 SH Sole 825940 535690
FLEETCOR TECHNOLOGIES INC COM COM 339041105 48608 1084995 SH Sole 661485 423510
FLUIDIGM CORP DEL COM COM 34385P108 408 24000 SH Sole 24000
FOOT LOCKER INC COM COM 344849104 95680 2695209 SH Sole 1642062 1053147
FOREST LABS INC COM COM 345838106 591 16600 SH Sole 16600
FORTINET INC COM COM 34959E109 73905 3064050 SH Sole 1947260 1116790
FXCM INC COM CL A COM 302693106 14961 1566621 SH Sole 1016314 550307
GANNETT INC COM COM 364730101 26496 1492750 SH Sole 1234850 257900
GARDNER DENVER INC COM COM 365558105 62955 1042126 SH Sole 658910 383216
GARTNER INC COM COM 366651107 21335 462902 SH Sole 318297 144605
GENERAL ELECTRIC CO COM COM 369604103 126114 5553240 SH Sole 4909472 643768
GENWORTH FINL INC COM CL A COM 37247D106 14392 2751800 SH Sole 1675230 1076570
GEORGIA GULF CORP COM 373200302 55189 1523724 SH Sole 994535 529189
GLAXOSMITHKLINE PLC ADR COM 37733W105 741 16020 SH Sole 16020
GNC HLDGS INC COM CL A COM 36191G107 37294 957000 SH Sole 622310 334690
GOOGLE INC CL A COM 38259P508 316112 418968 SH Sole 362498 56470
HALLIBURTON CO COM COM 406216101 171893 5102186 SH Sole 4424641 677545
HEALTH MGMT ASSOC INC NEW CL A COM 421933102 30636 3651545 SH Sole 2329485 1322060
HEARTLAND EXPRESS INC COM COM 422347104 22741 1702190 SH Sole 1141740 560450
HEINZ H J CO COM COM 423074103 2798 50000 SH Sole 47300 2700
HERSHEY CO COM COM 427866108 157934 2227866 SH Sole 1935666 292200
HERTZ GLOBAL HOLDINGS INC COM COM 42805T105 40495 2949372 SH Sole 1794995 1154377
HESS CORP COM COM 42809H107 569 10600 SH Sole 10600
HEXCEL CORP NEW COM COM 428291108 45536 1895763 SH Sole 1497463 398300
HOLOGIC INC COM COM 436440101 83075 4108565 SH Sole 2692455 1416110
HOME DEPOT INC COM COM 437076102 144881 2399882 SH Sole 2074172 325710
HOMEAWAY INC COM COM 43739Q100 14367 613200 SH Sole 411990 201210
HUB GROUP INC CL A COM 443320106 8195 276100 SH Sole 179550 96550
HUBBELL INC CL B COM 443510201 74618 924182 SH Sole 563280 360902
HUNT J B TRANS SVCS INC COM COM 445658107 33737 648290 SH Sole 520080 128210
HURON CONSULTING GROUP INC COM COM 447462102 39273 1127884 SH Sole 751470 376414
ICON PUB LTD CO SPONSORED ADR COM 45103T107 39247 1610454 SH Sole 1047445 563009
IDENIX PHARMACEUTICALS INC COM COM 45166R204 9078 1990684 SH Sole 1292620 698064
IDEX CORP COM COM 45167R104 82836 1983141 SH Sole 1272315 710826
IDEXX LABS INC COM COM 45168D104 45020 453143 SH Sole 276893 176250
IHS INC CL A COM 451734107 75964 780314 SH Sole 499780 280534
IMAX CORP COM 45245E109 384 19300 SH Sole 19300
INFORMATICA CORP COM 45666Q102 55323 1587469 SH Sole 982715 604754
INTERNATIONAL BUSINESS MACHS C COM 459200101 5049 24340 SH Sole 20565 3775
INTL PAPER CO COM COM 460146103 88215 2428836 SH Sole 2104391 324445
ISHARES TR DJ HOME CONSTN COM 464288752 824 42600 SH Sole 42600
ISHARES TR RUSL 2000 GROW COM 464287648 21336 223160 SH Sole 223160
JABIL CIRCUIT INC COM COM 466313103 18472 986750 SH Sole 601010 385740
JARDEN CORP COM COM 471109108 35108 664430 SH Sole 468740 195690
JDS UNIPHASE CORP COM 46612J507 24894 2010836 SH Sole 1224285 786551
JOHNSON & JOHNSON COM COM 478160104 845 12265 SH Sole 265 12000
JONES LANG LASALLE INC COM COM 48020Q107 59340 777206 SH Sole 479780 297426
JPMORGAN CHASE & CO COM COM 46625H100 167369 4134618 SH Sole 3583468 551150
KAPSTONE PAPER & PACKAGING CRP COM 48562P103 17023 760301 SH Sole 494390 265911
KIMBERLY CLARK CORP COM COM 494368103 871 10150 SH Sole 9150 1000
KINDER MORGAN ENERGY PARTNERS COM 494550106 1086 13160 SH Sole 13160
KRAFT FOODS INC CL A COM 50075N104 315743 7635860 SH Sole 6609945 1025915
LANDSTAR SYS INC COM COM 515098101 53745 1136730 SH Sole 761885 374845
LAS VEGAS SANDS CORP COM COM 517834107 70010 1509811 SH Sole 1302256 207555
LASALLE HOTEL PPTYS COM SH BEN COM 517942108 26393 988865 SH Sole 643340 345525
LAZARD LTD SHS A COM G54050102 59268 2027640 SH Sole 1278070 749570
LIFE TIME FITNESS INC COM COM 53217R207 25028 547175 SH Sole 355925 191250
LILLY ELI & CO COM COM 532457108 2295 48400 SH Sole 43600 4800
LOCKHEED MARTIN CORP COM COM 539830109 885 9480 SH Sole 9480
LOWES COS INC COM COM 548661107 113491 3753009 SH Sole 3187631 565378
MANCHESTER UNITED LTD COM G5784H106 22153 1740200 SH Sole 1060807 679393
MARATHON PETE CORP COM COM 56585A102 1062 19460 SH Sole 19460
MASIMO CORP COM COM 574795100 35561 1470692 SH Sole 967494 503198
MASTERCARD INC CL A COM 57636Q104 123597 273760 SH Sole 239640 34120
MATADOR RESOURCE COM 576485205 16603 1598005 SH Sole 1039225 558780
MATSON INC COM COM 57686G105 9590 458655 SH Sole 308445 150210
MATTEL INC COM COM 577081102 31036 874990 SH Sole 623950 251040
MCDONALDS CORP COM COM 580135101 528 5760 SH Sole 5760
MEDIVATION INC COM COM 58501N101 41636 738890 SH Sole 546200 192690
MEDTRONIC INC COM COM 585055106 330 7644 SH Sole 5046 2598
MERCK & CO INC NEW COM COM 58933Y105 163765 3631565 SH Sole 3168769 462796
METTLER TOLEDO INTERNATIONAL C COM 592688105 96033 562454 SH Sole 359474 202980
MICHAEL KORS HLDGS LTD SHS COM G60754101 32250 606440 SH Sole 369220 237220
MICROSOFT CORP COM COM 594918104 200472 6736289 SH Sole 5716344 1019945
MONEYGRAM INTL INC COM COM 60935Y208 27825 1862462 SH Sole 1441693 420769
MONOLITHIC PWR SYS INC COM COM 609839105 17589 890563 SH Sole 578705 311858
MONSANTO CO NEW COM COM 61166W101 117074 1286242 SH Sole 1126797 159445
MWI VETERINARY SUPPLY COM 55402X105 9002 84385 SH Sole 54865 29520
NATIONAL OILWELL VARCO INC COM COM 637071101 139444 1740655 SH Sole 1507246 233409
NATURAL GROCERS BY VITAMIN COT COM 63888U108 10081 451679 SH Sole 293540 158139
NET 1 UEPS TECHNOLOGIES INC CO COM 64107N206 9480 1047475 SH Sole 679862 367613
NETAPP INC COM COM 64110D104 12036 366070 SH Sole 261090 104980
NICE SYS LTD SPONSORED ADR COM 653656108 40558 1220885 SH Sole 1160950 59935
NIKE INC CL B COM 654106103 73342 772752 SH Sole 657217 115535
NORDSTROM INC COM COM 655664100 47494 860705 SH Sole 693495 167210
NORTHERN TR CORP COM COM 665859104 561 12096 SH Sole 12096
NUANCE COMMUNICATIONS INC COM COM 67020Y100 89866 3610535 SH Sole 2528285 1082250
NVR INC COM 62944T105 73287 86782 SH Sole 63194 23588
NXP SEMICONDUCTORS N V COM COM N6596X109 56890 2274690 SH Sole 1405400 869290
O REILLY AUTOMOTIVE INC NEW CO COM 67103H107 35298 422128 SH Sole 297770 124358
OCCIDENTAL PETE CORP DEL COM COM 674599105 88847 1032393 SH Sole 875513 156880
OIL STS INTL INC COM COM 678026105 38296 481955 SH Sole 313615 168340
ONCOTHYREON INC COM COM 682324108 336 65400 SH Sole 65400
ORACLE CORP COM COM 68389X105 164451 5227283 SH Sole 4530074 697209
ORION MARINE GROUP INC COM COM 68628V308 272 36600 SH Sole 36600
ORTHOFIX INTL N V COM COM N6748L102 27128 606222 SH Sole 393475 212747
OWENS & MINOR INC NEW COM COM 690732102 31465 1053030 SH Sole 641120 411910
OWENS CORNING NEW COM COM 690742101 39950 1193965 SH Sole 757735 436230
PACKAGING CORP AMER COM COM 695156109 36817 1014237 SH Sole 630540 383697
PAIN THERAPEUTICS INC COM COM 69562K100 133 26300 SH Sole 26300
PALL CORP COM COM 696429307 610 9600 SH Sole 9600
PALOMAR MED TECHNOLOGIES INC C COM 697529303 252 26756 SH Sole 26756
PENN NATL GAMING INC COM COM 707569109 19795 459061 SH Sole 352656 106405
PEPSICO INC COM COM 713448108 649 9170 SH Sole 9170
PETMED EXPRESS INC COM COM 716382106 295 29400 SH Sole 29400
PFIZER INC COM COM 717081103 1434 57710 SH Sole 57710
PHARMERICA CORP COM COM 71714F104 304 24000 SH Sole 24000
PPG INDS INC COM COM 693506107 142357 1239613 SH Sole 1072621 166992
PRECISION CASTPARTS CORP COM COM 740189105 165975 1016130 SH Sole 837185 178945
PROCTER & GAMBLE CO COM COM 742718109 944 13617 SH Sole 11617 2000
PROGRESSIVE WASTE SOLUTIONS LT COM 74339G101 14262 693333 SH Sole 451093 242240
QLIK TECHNOLOGIES INC COM COM 74733T105 71221 3180935 SH Sole 1992355 1188580
QLT INC COM COM 746927102 124 15900 SH Sole 15900
QUALCOMM INC COM COM 747525103 121652 1947370 SH Sole 1681796 265574
QUESTAR CORP COM 748356102 780 38370 SH Sole 38370
QUIDEL CORP COM COM 74838J101 26371 1393070 SH Sole 905903 487167
RALCORP HLDGS INC NEW COM COM 751028101 155371 2128370 SH Sole 1507345 621025
RAYMOND JAMES FINANCIAL INC. COM 754730109 53249 1452915 SH Sole 899445 553470
RED HAT INC COM COM 756577102 51409 902870 SH Sole 733700 169170
RENT A CENTER INC COM 76009N100 27786 792974 SH Sole 533455 259519
REXNORD HOLDINGS INC COM 76169B102 15606 856550 SH Sole 556830 299720
REYNOLDS AMERICAN INC COM COM 761713106 693 16000 SH Sole 16000
RIVERBED TECHNOLOGY INC COM COM 768573107 27692 1189500 SH Sole 724330 465170
ROWAN COMPANIES LTD COM G7665A101 55407 1640710 SH Sole 1022560 618150
RPM INTL INC COM COM 749685103 795 27850 SH Sole 27850
RYDER SYS INC COM 783549108 1097 28080 SH Sole 28080
SALESFORCE COM INC COM COM 79466L302 69335 454090 SH Sole 358575 95515
SANOFI AVENTIS SPONSORED ADR COM 80105N105 1082 25120 SH Sole 25120
SCHLUMBERGER LTD COM COM 806857108 588 8124 SH Sole 5074 3050
SIGNET JEWELERS LIMITED SHS COM G81276100 65068 1334455 SH Sole 828310 506145
SINCLAIR BROADCAST GROUP INC C COM 829226109 361 32200 SH Sole 32200
SKYWORKS SOLUTIONS INC COM COM 83088M102 33808 1434955 SH Sole 922255 512700
SOLARWINDS INC COM COM 83416B109 26393 473503 SH Sole 323120 150383
STANLEY BLACK & DECKER INC COM COM 854502101 221089 2899532 SH Sole 2430927 468605
STARBUCKS CORP COM COM 855244109 99981 1971627 SH Sole 1705057 266570
STARWOOD HOTELS&RESORTS WRLDWD COM 85590A401 20745 357920 SH Sole 252910 105010
STATE STR CORP COM COM 857477103 104110 2481167 SH Sole 2114097 367070
STEELCASE INC CL A COM 858155203 28070 2849752 SH Sole 1852700 997052
STEWART ENTERPRISES INC CL A COM 860370105 52720 6279884 SH Sole 4215664 2064220
SUNCOR ENERGY INC NEW COM COM 867224107 103101 3138542 SH Sole 2667437 471105
SUPERIOR ENERGY SVCS INC COM COM 868157108 23519 1146130 SH Sole 745790 400340
SWIFT TRANSN CO COM 87074U101 24447 2836109 SH Sole 1843800 992309
SYNERON MEDICAL LTD ORD SHS COM M87245102 336 34420 SH Sole 34420
TEAM HEALTH HOLDINGS INC COM COM 87817A107 38205 1408223 SH Sole 916165 492058
TENNECO INC COM COM 880349105 11502 410798 SH Sole 267107 143691
TERADATA CORP DEL COM COM 88076W103 17610 233521 SH Sole 165771 67750
TERADYNE INC COM COM 880770102 21330 1500014 SH Sole 934835 565179
TERRA NITROGEN CO L P COM UNIT COM 881005201 724 3350 SH Sole 3350
TESORO CORP COM COM 881609101 273771 6533909 SH Sole 4507199 2026710
THERMO FISHER SCIENTIFIC INC C COM 883556102 167889 2853798 SH Sole 2539199 314599
TILLYS INC CL A COM 886885102 9762 532562 SH Sole 346273 186289
TIMKEN CO COM COM 887389104 40597 1092481 SH Sole 665586 426895
TITAN INTL INC ILL COM COM 88830M102 32850 1860127 SH Sole 1230025 630102
TORNIER N V SHS COM N87237108 487 25700 SH Sole 25700
TRACTOR SUPPLY CO COM 892356106 25558 258450 SH Sole 161760 96690
TRANSDIGM GROUP INC COM COM 893641100 63314 446279 SH Sole 279660 166619
TRIUMPH GROUP INC NEW COM COM 896818101 53766 860259 SH Sole 589979 270280
TYCO INTERNATIONAL LTD SHS COM H89128104 3405 60530 SH Sole 53070 7460
U S PHYSICAL THERAPY COM COM 90337L108 334 12100 SH Sole 12100
ULTIMATE SOFTWARE GROUP INC CO COM 90385D107 17149 167967 SH Sole 109405 58562
UMPQUA HLDGS CORP COM COM 904214103 18709 1450292 SH Sole 943025 507267
UNION PAC CORP COM COM 907818108 332 2800 SH Sole 2800
UNITED RENTALS INC COM COM 911363109 58739 1795740 SH Sole 1158250 637490
UNITED TECHNOLOGIES CORP COM COM 913017109 120104 1534082 SH Sole 1329282 204800
UNITEDHEALTH GROUP INC COM COM 91324P102 211 3800 SH Sole 3800
VALERO ENERGY CORP NEW COM COM 91913Y100 235922 7447030 SH Sole 6233590 1213440
VALIDUS HOLDINGS INC COM G9319H102 41325 1218680 SH Sole 803200 415480
VENTAS INC COM 92276F100 294 4719 SH Sole 4719
VERIFONE SYS INC COM COM 92342Y109 7991 286935 SH Sole 202425 84510
VERIZON COMMUNICATIONS INC COM COM 92343V104 1154 25320 SH Sole 25320
VERTEX PHARMACEUTICALS INC COM COM 92532F100 176318 3154740 SH Sole 2591740 563000
VIACOM INC NEW CL B COM 92553P201 112136 2092473 SH Sole 1779053 313420
VISA INC COM CL A COM 92826C839 100793 750617 SH Sole 638092 112525
WARNER CHILCOTT PLC IRELAND SH COM G94368100 80527 5964969 SH Sole 4961724 1003245
WASTE CONNECTIONS INC COM COM 941053100 58296 1927131 SH Sole 1177413 749718
WATSCO INC COM COM 942622200 45871 605242 SH Sole 409447 195795
WATSON PHARMACEUTICALS INC COM COM 942683103 109713 1288306 SH Sole 1092816 195490
WEATHERFORD INTERNATIONAL LTD COM H27013103 46338 3654450 SH Sole 3234850 419600
WELLS FARGO & CO NEW COM COM 949746101 1236 35800 SH Sole 26475 9325
WESCO INTL INC COM COM 95082P105 80380 1405253 SH Sole 981843 423410
WESTLAKE CHEM CORP COM COM 960413102 71361 976746 SH Sole 681442 295304
WHOLE FOODS MKT INC COM COM 966837106 92050 945076 SH Sole 769451 175625
WILLIAMS SONOMA INC COM COM 969904101 79563 1809492 SH Sole 1296520 512972
WILLIS GROUP HOLDINGS PUBLIC L COM G96666105 19051 516020 SH Sole 431140 84880
WINNEBAGO INDS INC COM 974637100 626 49600 SH Sole 49600
WNS HOLDINGS LTD SPON ADR COM 92932M101 12123 1183900 SH Sole 769220 414680
WYNN RESORTS LTD COM COM 983134107 23175 200750 SH Sole 155430 45320
XPO LOGISTICS INC COM COM 983793100 15260 1246698 SH Sole 815767 430931
REPORT SUMMARY 298 DATA RECORDS 14228211 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED