0000919574-12-006261.txt : 20121114 0000919574-12-006261.hdr.sgml : 20121114 20121114111736 ACCESSION NUMBER: 0000919574-12-006261 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JACOBS LEVY EQUITY MANAGEMENT INC CENTRAL INDEX KEY: 0000884414 IRS NUMBER: 222774695 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03059 FILM NUMBER: 121201906 BUSINESS ADDRESS: STREET 1: 100 CAMPUS DR STREET 2: PO BOX 650 CITY: FLORHAM PARK STATE: NJ ZIP: 07932 BUSINESS PHONE: 9734109222 MAIL ADDRESS: STREET 1: 100 CAMPUS DR CITY: FLORHAM PARK STATE: NJ ZIP: 07932 13F-HR 1 d1333094_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.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: Jacobs Levy Equity Management, Inc. Address: 100 Campus Drive P.O. Box 650 Florham Park, New Jersey 07932-0650 13F File Number: 028-03059 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: Kenneth N. Levy Title: Vice President Phone: 973-410-9222 Signature, Place and Date of Signing: /s/ Kenneth N. Levy Florham Park, New Jersey November 14, 2012 ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] Report Type: (Check only one): [_] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report). [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers(s).) [X] 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: Name: Frank Russell Company 13F File Number: 028-01190 I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 860 Form 13F Information Table Value Total: $6,490,103 (thousands) FORM 13F INFORMATION TABLE

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 MNGRS SOLE SHARED NONE 1 800 FLOWERS COM CL A 68243Q106 232 62,095 SH Sole 62,095 3M CO COM 88579Y101 5,870 63,510 SH Sole 26,810 36,700 ABBOTT LABS COM 002824100 1,152 16,800 SH Sole 16,800 ABERCROMBIE & FITCH CO CL A 002896207 634 18,680 SH Sole 8,080 10,600 ABM INDS INC COM 000957100 1,557 82,256 SH Sole 49,600 32,656 ACACIA RESH CORP ACACIA TCH COM 003881307 280 10,230 SH Sole 10,230 ACCELRYS INC COM 00430U103 393 45,400 SH Sole 37,500 7,900 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 56,184 802,280 SH Sole 483,580 318,700 ACCURAY INC COM 004397105 375 53,000 SH Sole 6,300 46,700 ACE LTD SHS H0023R105 14,398 190,445 SH Sole 121,340 69,105 ACORDA THERAPEUTICS INC COM 00484M106 5,123 200,030 SH Sole 174,630 25,400 ACTIVE NETWORK INC COM 00506D100 219 17,500 SH Sole 17,500 ACTUATE CORP COM 00508B102 348 49,498 SH Sole 32,298 17,200 ACUITY BRANDS INC COM 00508Y102 1,468 23,200 SH Sole 23,200 ADVANCE AUTO PARTS INC COM 00751Y106 29,711 434,120 SH Sole 282,020 152,100 ADVANCED ENERGY INDS COM 007973100 869 70,497 SH Sole 47,497 23,000 ADVANCED MICRO DEVICES INC COM 007903107 11,910 3,534,100 SH Sole 1,984,100 1,550,000 ADVISORY BRD CO COM 00762W107 6,106 127,656 SH Sole 85,510 42,146 AEROPOSTALE COM 007865108 10,753 794,740 SH Sole 643,540 151,200 AES CORP COM 00130H105 3,250 296,240 SH Sole 270,240 26,000 AETNA INC NEW COM 00817Y108 25,926 654,685 SH Sole 468,320 186,365 AFC ENTERPRISES INC COM 00104Q107 263 10,690 SH Sole 10,690 AFFYMETRIX INC COM 00826T108 4,206 969,121 SH Sole 652,065 317,056 AG MTG INVT TR INC COM 001228105 6,748 279,634 SH Sole 184,519 95,115 AGCO CORP COM 001084102 33,004 695,105 SH Sole 399,005 296,100 AGILENT TECHNOLOGIES INC COM 00846U101 28,752 747,776 SH Sole 607,076 140,700 AGREE REALTY CORP COM 008492100 536 21,040 SH Sole 17,140 3,900 AIR LEASE CORP CL A 00912X302 6,113 299,633 SH Sole 206,970 92,663 AIRCASTLE LTD COM G0129K104 4,095 361,400 SH Sole 248,900 112,500 ALASKA AIR GROUP INC COM 011659109 17,437 497,350 SH Sole 342,610 154,740 ALBANY INTL CORP CL A 012348108 829 37,740 SH Sole 22,640 15,100 ALBANY MOLECULAR RESH INC COM 012423109 60 17,321 SH Sole 17,321 ALERE INC COM 01449J105 635 32,600 SH Sole 32,600 ALEXION PHARMACEUTICALS INC COM 015351109 6,981 61,020 SH Sole 58,220 2,800 ALEXZA PHARMACEUTICALS INC COM NEW 015384209 235 53,520 SH Sole 53,520 ALIGN TECHNOLOGY INC COM 016255101 5,313 143,700 SH Sole 117,500 26,200 ALLEGHANY CORP DEL COM 017175100 793 2,300 SH Sole 2,300 ALLEGHENY TECHNOLOGIES INC COM 01741R102 727 22,780 SH Sole 5,180 17,600 ALLEGIANT TRAVEL CO COM 01748X102 1,481 23,380 SH Sole 23,380 ALLERGAN INC COM 018490102 30,159 329,322 SH Sole 224,040 105,282 ALLIANCE DATA SYSTEMS CORP COM 018581108 6,729 47,403 SH Sole 47,403 ALLIANT ENERGY CORP COM 018802108 907 20,900 SH Sole 20,900 ALLIANT TECHSYSTEMS INC COM 018804104 9,224 184,079 SH Sole 151,679 32,400 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 30,694 397,328 SH Sole 251,123 146,205 ALLSTATE CORP COM 020002101 14,893 375,990 SH Sole 327,590 48,400 ALON USA ENERGY INC COM 020520102 3,217 234,792 SH Sole 181,492 53,300 ALPHATEC HOLDINGS INC COM 02081G102 299 180,997 SH Sole 180,997 AMC NETWORKS INC CL A 00164V103 21,834 501,704 SH Sole 352,355 149,349 AMERCO COM 023586100 534 5,016 SH Sole 2,216 2,800 AMEREN CORP COM 023608102 23,102 707,144 SH Sole 381,780 325,364 AMERICAN ASSETS TR INC COM 024013104 1,392 51,969 SH Sole 51,969 AMERICAN CAP MTG INVT CORP COM 02504A104 6,119 243,505 SH Sole 130,345 113,160 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 7,601 360,590 SH Sole 260,490 100,100 AMERICAN ELEC PWR INC COM 025537101 3,471 79,000 SH Sole 70,000 9,000 AMERICAN FINL GROUP INC OHIO COM 025932104 9,737 256,910 SH Sole 183,524 73,386 AMERICAN PUBLIC EDUCATION IN COM 02913V103 3,069 84,250 SH Sole 70,050 14,200 AMERICAN RAILCAR INDS INC COM 02916P103 1,779 62,764 SH Sole 54,464 8,300 AMERICAN SUPERCONDUCTOR CORP COM 030111108 1,315 316,900 SH Sole 289,500 27,400 AMERICAN TOWER CORP NEW COM 03027X100 31,635 443,130 SH Sole 246,320 196,810 AMERICAN VANGUARD CORP COM 030371108 5,440 156,320 SH Sole 107,420 48,900 AMERICAN WOODMARK CORP COM 030506109 201 10,069 SH Sole 10,069 AMERICAN WTR WKS CO INC NEW COM 030420103 9,614 259,414 SH Sole 134,914 124,500 AMERISAFE INC COM 03071H100 272 10,019 SH Sole 5,100 4,919 AMERISTAR CASINOS INC COM 03070Q101 2,295 128,954 SH Sole 128,954 AMGEN INC COM 031162100 62,074 736,435 SH Sole 459,830 276,605 AMN HEALTHCARE SERVICES INC COM 001744101 152 15,100 SH Sole 15,100 ANADIGICS INC COM 032515108 31 22,283 SH Sole 22,283 ANALOGIC CORP COM PAR $0.05 032657207 8,076 103,483 SH Sole 80,683 22,800 ANDERSONS INC COM 034164103 1,517 40,270 SH Sole 29,710 10,560 ANN INC COM 035623107 8,038 213,030 SH Sole 172,130 40,900 APACHE CORP COM 037411105 1,592 18,410 SH Sole 12,900 5,510 APOLLO GROUP INC CL A 037604105 5,487 188,870 SH Sole 188,870 APOLLO RESIDENTIAL MTG INC COM 03763V102 5,390 244,534 SH Sole 147,921 96,613 APPLE INC COM 037833100 293,028 439,253 SH Sole 277,673 161,580 APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,286 79,313 SH Sole 51,400 27,913 APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 1,804 356,468 SH Sole 304,668 51,800 ARBITRON INC COM 03875Q108 2,528 66,703 SH Sole 48,020 18,683 ARCH CAP GROUP LTD ORD G0450A105 1,224 29,400 SH Sole 29,400 ARCTIC CAT INC COM 039670104 6,617 159,610 SH Sole 96,910 62,700 ARGAN INC COM 04010E109 479 27,466 SH Sole 27,466 ARGO GROUP INTL HLDGS LTD COM G0464B107 1,273 39,300 SH Sole 34,700 4,600 ARKANSAS BEST CORP DEL COM 040790107 113 14,200 SH Sole 14,200 ARRAY BIOPHARMA INC COM 04269X105 3,540 605,694 SH Sole 478,994 126,700 ARRIS GROUP INC COM 04269Q100 7,525 588,339 SH Sole 377,220 211,119 ARTIO GLOBAL INVS INC COM CL A 04315B107 113 37,800 SH Sole 37,800 ASCENT CAP GROUP INC COM SER A 043632108 221 4,100 SH Sole 4,100 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 10,943 358,890 SH Sole 218,690 140,200 ASSURANT INC COM 04621X108 21,928 587,877 SH Sole 379,360 208,517 ASSURED GUARANTY LTD COM G0585R106 1,888 138,650 SH Sole 120,250 18,400 ASTEX PHARMACEUTICALS INC COM 04624B103 277 89,829 SH Sole 79,229 10,600 ASTRONICS CORP COM 046433108 527 17,098 SH Sole 17,098 AT&T INC COM 00206R102 85,083 2,256,835 SH Sole 1,381,240 875,595 ATHENAHEALTH INC COM 04685W103 1,065 11,600 SH Sole 11,600 ATMOS ENERGY CORP COM 049560105 523 14,600 SH Sole 14,600 ATWOOD OCEANICS INC COM 050095108 5,825 128,160 SH Sole 114,160 14,000 AUTODESK INC COM 052769106 13,452 403,360 SH Sole 375,360 28,000 AUTOMATIC DATA PROCESSING IN COM 053015103 11,460 195,360 SH Sole 125,260 70,100 AUTOZONE INC COM 053332102 43,938 118,858 SH Sole 76,888 41,970 AUXILIUM PHARMACEUTICALS INC COM 05334D107 5,330 217,900 SH Sole 169,810 48,090 AVIAT NETWORKS INC COM 05366Y102 432 181,318 SH Sole 177,818 3,500 AVID TECHNOLOGY INC COM 05367P100 930 98,326 SH Sole 88,026 10,300 AXCELIS TECHNOLOGIES INC COM 054540109 483 459,705 SH Sole 437,505 22,200 AXIS CAPITAL HOLDINGS INV SHS G0692U109 9,832 281,553 SH Sole 208,500 73,053 AZZ INC COM 002474104 5,151 135,629 SH Sole 98,660 36,969 BABCOCK & WILCOX CO NEW COM 05615F102 18,815 738,699 SH Sole 561,684 177,015 BALLANTYNE STRONG INC COM 058516105 225 54,064 SH Sole 54,064 BALLY TECHNOLOGIES INC COM 05874B107 1,334 27,000 SH Sole 27,000 BANCFIRST CORP COM 05945F103 318 7,400 SH Sole 7,400 BANK OF MARIN BANCORP COM 063425102 267 6,270 SH Sole 6,270 BANK OF NEW YORK MELLON CORP COM 064058100 29,898 1,321,747 SH Sole 868,460 453,287 BANK OF THE OZARKS INC COM 063904106 665 19,300 SH Sole 19,300 BARD C R INC COM 067383109 28,772 274,940 SH Sole 167,740 107,200 BARRETT BUSINESS SERVICES IN COM 068463108 883 32,570 SH Sole 32,570 BARRY R G CORP OHIO COM 068798107 292 19,800 SH Sole 19,800 BENCHMARK ELECTRS INC COM 08160H101 3,170 207,623 SH Sole 117,810 89,813 BERKLEY W R CORP COM 084423102 724 19,300 SH Sole 19,300 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 327 3,710 SH Sole 3,010 700 BERRY PETE CO CL A 085789105 889 21,889 SH Sole 21,889 BIO RAD LABS INC CL B 090572108 4,191 39,270 SH Sole 31,770 7,500 BIOCRYST PHARMACEUTICALS COM 09058V103 990 233,447 SH Sole 216,347 17,100 BIODEL INC COM NEW 09064M204 100 33,566 SH Sole 33,566 BIOMIMETIC THERAPECUTICS INC COM 09064X101 136 33,104 SH Sole 33,104 BLACK HILLS CORP COM 092113109 5,289 148,699 SH Sole 118,000 30,699 BLACKBAUD INC COM 09227Q100 1,179 49,293 SH Sole 41,793 7,500 BLACKROCK INC COM 09247X101 23,515 131,887 SH Sole 89,237 42,650 BMC SOFTWARE INC COM 055921100 3,724 89,753 SH Sole 89,753 BODY CENT CORP COM 09689U102 271 25,890 SH Sole 25,890 BOEING CO COM 097023105 53,654 770,950 SH Sole 467,850 303,100 BOISE INC COM 09746Y105 597 68,200 SH Sole 68,200 BOSTON SCIENTIFIC CORP COM 101137107 32,149 5,600,800 SH Sole 3,247,900 2,352,900 BRE PROPERTIES INC CL A 05564E106 1,119 23,860 SH Sole 23,860 BRINKER INTL INC COM 109641100 3,632 102,900 SH Sole 102,900 BRINKS CO COM 109696104 10,150 395,096 SH Sole 286,096 109,000 BROADCOM CORP CL A 111320107 30,312 876,820 SH Sole 637,020 239,800 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 12,388 2,094,260 SH Sole 1,314,500 779,760 BROWN FORMAN CORP CL B 115637209 5,122 78,500 SH Sole 67,850 10,650 BROWN SHOE INC NEW COM 115736100 1,755 109,500 SH Sole 95,300 14,200 BRUKER CORP COM 116794108 2,198 167,929 SH Sole 167,929 BRUNSWICK CORP COM 117043109 5,295 233,960 SH Sole 107,960 126,000 BUFFALO WILD WINGS INC COM 119848109 5,442 63,470 SH Sole 54,670 8,800 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 7,392 126,190 SH Sole 97,490 28,700 CA INC COM 12673P105 773 30,000 SH Sole 30,000 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 4,846 305,713 SH Sole 244,813 60,900 CABOT OIL & GAS CORP COM 127097103 270 6,020 SH Sole 6,020 CADENCE DESIGN SYSTEM INC COM 127387108 52,437 4,075,950 SH Sole 2,782,050 1,293,900 CAL MAINE FOODS INC COM NEW 128030202 503 11,200 SH Sole 11,200 CALIX INC COM 13100M509 936 146,201 SH Sole 109,501 36,700 CAMBIUM LEARNING GRP INC COM 13201A107 65 66,333 SH Sole 66,333 CAMPBELL SOUP CO COM 134429109 713 20,467 SH Sole 20,467 CAPELLA EDUCATION COMPANY COM 139594105 7,623 217,432 SH Sole 148,542 68,890 CARBONITE INC COM 141337105 338 48,200 SH Sole 36,300 11,900 CARDINAL FINL CORP COM 14149F109 277 19,354 SH Sole 19,354 CARDINAL HEALTH INC COM 14149Y108 1,341 34,400 SH Sole 34,400 CARDIONET INC COM 14159L103 331 131,282 SH Sole 131,282 CARPENTER TECHNOLOGY CORP COM 144285103 15,229 291,077 SH Sole 178,803 112,274 CARTER INC COM 146229109 2,430 45,130 SH Sole 28,330 16,800 CASEYS GEN STORES INC COM 147528103 434 7,600 SH Sole 7,600 CATERPILLAR INC DEL COM 149123101 14,986 174,180 SH Sole 42,570 131,610 CBEYOND INC COM 149847105 324 32,900 SH Sole 32,900 CBOE HLDGS INC COM 12503M108 850 28,900 SH Sole 28,900 CEC ENTMT INC COM 125137109 509 16,890 SH Sole 5,390 11,500 CELADON GROUP INC COM 150838100 2,204 137,140 SH Sole 127,540 9,600 CELGENE CORP COM 151020104 41,527 543,550 SH Sole 367,450 176,100 CENTENE CORP DEL COM 15135B101 2,075 55,470 SH Sole 28,070 27,400 CENTRAL EUROPEAN DIST CORP COM 153435102 105 36,700 SH Sole 2,700 34,000 CF INDS HLDGS INC COM 125269100 1,031 4,640 SH Sole 4,640 CHARLES RIV LABS INTL INC COM 159864107 13,398 338,334 SH Sole 262,684 75,650 CHEESECAKE FACTORY INC COM 163072101 2,004 56,060 SH Sole 56,060 CHELSEA THERAPEUTICS INTL LT COM 163428105 25 20,700 SH Sole 20,700 CHEMTURA CORP COM NEW 163893209 4,726 274,470 SH Sole 223,370 51,100 CHESAPEAKE UTILS CORP COM 165303108 555 11,710 SH Sole 9,410 2,300 CHEVRON CORP NEW COM 166764100 66,619 571,542 SH Sole 354,699 216,843 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 2,635 69,180 SH Sole 52,080 17,100 CHIPOTLE MEXICAN GRILL INC COM 169656105 17,757 55,920 SH Sole 45,940 9,980 CHOICE HOTELS INTL INC COM 169905106 787 24,600 SH Sole 24,600 CHUBB CORP COM 171232101 23,940 313,850 SH Sole 198,350 115,500 CHURCH & DWIGHT INC COM 171340102 1,813 33,582 SH Sole 33,582 CIENA CORP COM NEW 171779309 28,116 2,068,850 SH Sole 1,432,050 636,800 CISCO SYS INC COM 17275R102 5,005 262,100 SH Sole 182,700 79,400 CITY NATL CORP COM 178566105 8,338 161,877 SH Sole 51,131 110,746 CLEAN HARBORS INC COM 184496107 4,304 88,110 SH Sole 88,110 CMS ENERGY CORP COM 125896100 4,149 176,160 SH Sole 172,760 3,400 COACH INC COM 189754104 6,745 120,410 SH Sole 95,810 24,600 COCA COLA BOTTLING CO CONS COM 191098102 1,152 16,912 SH Sole 16,912 COCA COLA CO COM 191216100 12,715 335,218 SH Sole 304,250 30,968 COEUR D ALENE MINES CORP IDA COM NEW 192108504 727 25,200 SH Sole 2,200 23,000 COHERENT INC COM 192479103 225 4,900 SH Sole 4,900 COINSTAR INC COM 19259P300 1,849 41,100 SH Sole 41,100 COLEMAN CABLE INC COM 193459302 351 36,400 SH Sole 36,400 COLGATE PALMOLIVE CO COM 194162103 23,277 217,100 SH Sole 107,650 109,450 COLUMBUS MCKINNON CORP N Y COM 199333105 501 33,126 SH Sole 33,126 COMERICA INC COM 200340107 14,440 465,050 SH Sole 260,350 204,700 COMFORT SYS USA INC COM 199908104 416 38,031 SH Sole 35,331 2,700 COMMERCE BANCSHARES INC COM 200525103 851 21,100 SH Sole 21,100 COMMERCIAL METALS CO COM 201723103 8,433 638,849 SH Sole 358,346 280,503 COMMONWEALTH REIT COM SH BEN INT 203233101 3,487 239,480 SH Sole 148,380 91,100 COMMUNITY TR BANCORP INC COM 204149108 394 11,100 SH Sole 11,100 COMMVAULT SYSTEMS INC COM 204166102 14,503 247,240 SH Sole 187,540 59,700 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 1,821 65,865 SH Sole 52,400 13,465 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 4,086 664,357 SH Sole 478,000 186,357 CONAGRA FOODS INC COM 205887102 254 9,200 SH Sole 9,200 CONCHO RES INC COM COM 20605P101 13,855 146,224 SH Sole 119,124 27,100 CONMED CORP COM 207410101 3,231 113,383 SH Sole 80,460 32,923 CONSOLIDATED EDISON INC COM 209115104 316 5,280 SH Sole 5,280 CONSTANT CONTACT INC COM 210313102 243 13,992 SH Sole 11,100 2,892 CON-WAY INC COM 205944101 34,069 1,244,753 SH Sole 881,590 363,163 COPART INC COM 217204106 2,524 91,029 SH Sole 91,029 CORE MARK HOLDING CO INC COM 218681104 1,556 32,336 SH Sole 28,036 4,300 CORINTHIAN COLLEGES INC COM 218868107 127 53,000 SH Sole 2,500 50,500 CORNERSTONE ONDEMAND INC COM 21925Y103 10,875 354,688 SH Sole 260,485 94,203 CORPORATE EXECUTIVE BRD CO COM 21988R102 18,536 345,632 SH Sole 238,786 106,846 CRACKER BARREL OLD CTRY STOR COM 22410J106 10,231 152,450 SH Sole 119,550 32,900 CRANE CO COM 224399105 3,845 96,300 SH Sole 64,400 31,900 CRAY INC COM NEW 225223304 1,835 144,409 SH Sole 121,809 22,600 CROCS INC COM 227046109 545 33,600 SH Sole 33,600 CSG SYS INTL INC COM 126349109 7,109 316,096 SH Sole 226,840 89,256 CSS INDS INC COM 125906107 563 27,393 SH Sole 27,393 CSX CORP COM 126408103 24,486 1,180,028 SH Sole 782,020 398,008 CUBIST PHARMACEUTICALS INC COM 229678107 11,441 239,900 SH Sole 206,600 33,300 CULLEN FROST BANKERS INC COM 229899109 2,337 40,700 SH Sole 35,100 5,600 CUMBERLAND PHARMACEUTICALS I COM 230770109 65 10,100 SH Sole 10,100 CURTISS WRIGHT CORP COM 231561101 762 23,300 SH Sole 23,300 CUTERA INC COM 232109108 300 40,153 SH Sole 40,153 CVS CAREMARK CORPORATION COM 126650100 339 7,000 SH Sole 7,000 CYBERONICS INC COM 23251P102 17,966 342,738 SH Sole 238,130 104,608 CYNOSURE INC CL A 232577205 1,017 38,595 SH Sole 34,295 4,300 CYPRESS SEMICONDUCTOR CORP COM 232806109 413 38,550 SH Sole 4,950 33,600 CYTOKINETICS INC COM 23282W100 316 379,720 SH Sole 379,720 DAKTRONICS INC COM 234264109 147 15,500 SH Sole 15,500 DEAN FOODS CO NEW COM 242370104 27,121 1,658,769 SH Sole 1,061,120 597,649 DELCATH SYS INC COM 24661P104 65 40,200 SH Sole 3,800 36,400 DELEK US HLDGS INC COM 246647101 5,075 199,097 SH Sole 109,097 90,000 DELL INC COM 24702R101 8,407 853,020 SH Sole 712,120 140,900 DESTINATION MATERNITY CORP COM 25065D100 295 15,800 SH Sole 7,900 7,900 DIAMOND OFFSHORE DRILLING IN COM 25271C102 11,030 167,610 SH Sole 110,510 57,100 DICKS SPORTING GOODS INC COM 253393102 5,170 99,720 SH Sole 99,720 DIEBOLD INC COM 253651103 5,457 161,880 SH Sole 136,480 25,400 DIGIMARC CORP NEW COM 25381B101 502 22,579 SH Sole 22,579 DIGITAL RIV INC COM 25388B104 1,129 67,780 SH Sole 36,380 31,400 DIRECTV COM 25490A309 49,345 940,975 SH Sole 607,275 333,700 DISCOVER FINL SVCS COM 254709108 8,630 217,226 SH Sole 50,220 167,006 DISCOVERY COMMUNICATIONS NEW COM SER A 25470F104 5,607 94,080 SH Sole 94,080 DISH NETWORK CORP CL A 25470M109 3,586 117,160 SH Sole 117,160 DOLAN CO COM 25659P402 96 17,800 SH Sole 17,800 DOLBY LABORATORIES INC COM 25659T107 2,929 89,450 SH Sole 89,450 DOLLAR TREE INC COM 256746108 41,437 858,092 SH Sole 582,594 275,498 DOMINOS PIZZA INC COM 25754A201 6,640 176,140 SH Sole 151,540 24,600 DOMTAR CORP COM NEW 257559203 2,419 30,900 SH Sole 30,900 DOT HILL SYS CORP COM 25848T109 288 269,305 SH Sole 269,305 DOVER DOWNS GAMING & ENTMT I COM 260095104 35 13,950 SH Sole 13,950 DRESSER-RAND GROUP INC COM 261608103 13,807 250,540 SH Sole 211,620 38,920 DREW INDS INC COM NEW 26168L205 565 18,700 SH Sole 18,700 DSP GROUP INC COM 23332B106 607 102,106 SH Sole 102,106 DTE ENERGY CO COM 233331107 7,249 120,940 SH Sole 71,740 49,200 DU PONT E I DE NEMOURS & CO COM 263534109 12,112 240,940 SH Sole 50,440 190,500 DUFF & PHELPS CORP NEW CL A 26433B107 173 12,700 SH Sole 10,200 2,500 DUNKIN BRANDS GROUP INC COM 265504100 18,356 628,740 SH Sole 385,747 242,993 DURECT CORP COM 266605104 675 469,089 SH Sole 469,089 DXP ENTERPRISES INC NEW COM NEW 233377407 2,533 53,020 SH Sole 45,720 7,300 DYAX CORP COM 26746E103 109 42,100 SH Sole 42,100 EAGLE BANCORP INC MD COM 268948106 259 15,500 SH Sole 15,500 EAGLE MATERIALS INC COM 26969P108 2,560 55,333 SH Sole 34,800 20,533 EASTMAN CHEM CO COM 277432100 408 7,150 SH Sole 7,150 ECHELON CORP COM 27874N105 382 99,424 SH Sole 99,424 ECHO GLOBAL LOGISTICS INC COM 27875T101 1,044 60,890 SH Sole 50,790 10,100 EDISON INTL COM 281020107 548 12,000 SH Sole 12,000 EDUCATION MGMT CORP NEW COM 28140M103 50 16,100 SH Sole 16,100 EDWARDS LIFESCIENCES CORP COM 28176E108 3,672 34,200 SH Sole 10,620 23,580 EHEALTH INC COM 28238P109 896 47,760 SH Sole 43,960 3,800 EL PASO ELEC CO COM NEW 283677854 5,871 171,424 SH Sole 110,350 61,074 ELECTRO RENT CORP COM 285218103 188 10,630 SH Sole 10,630 ELECTRO SCIENTIFIC INDS COM 285229100 635 51,940 SH Sole 49,540 2,400 ELECTRONIC ARTS INC COM 285512109 25,845 2,036,661 SH Sole 1,239,400 797,261 ELECTRONICS FOR IMAGING INC COM 286082102 3,616 217,543 SH Sole 185,974 31,569 EMCOR GROUP INC COM 29084Q100 9,459 331,428 SH Sole 201,620 129,808 EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,793 126,183 SH Sole 118,083 8,100 EMULEX CORP COM NEW 292475209 6,622 918,414 SH Sole 557,200 361,214 ENCORE CAP GROUP INC COM 292554102 392 13,860 SH Sole 6,360 7,500 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 16,341 424,446 SH Sole 275,047 149,399 ENERGEN CORP COM 29265N108 1,288 24,580 SH Sole 24,580 ENERGIZER HLDGS INC COM 29266R108 1,512 20,270 SH Sole 20,270 ENERGYSOLUTIONS INC COM 292756202 2,222 813,783 SH Sole 679,700 134,083 ENSTAR GROUP LIMITED SHS G3075P101 646 6,486 SH Sole 5,676 810 ENTERGY CORP NEW COM 29364G103 14,507 209,330 SH Sole 125,530 83,800 ENTERTAINMENT PPTYS TR COM SH BEN INT 29380T105 212 4,780 SH Sole 4,780 EOG RES INC COM 26875P101 49,754 444,033 SH Sole 275,663 168,370 EPOCRATES INC COM 29429D103 787 67,586 SH Sole 67,586 EQUIFAX INC COM 294429105 10,071 216,200 SH Sole 114,100 102,100 ERIE INDTY CO CL A 29530P102 231 3,600 SH Sole 3,600 ESSA BANCORP INC COM 29667D104 167 16,100 SH Sole 16,100 ESSEX PPTY TR INC COM 297178105 4,648 31,353 SH Sole 31,353 ESTERLINE TECHNOLOGIES CORP COM 297425100 1,089 19,400 SH Sole 19,400 EVEREST RE GROUP LTD COM G3223R108 17,366 162,356 SH Sole 95,416 66,940 EXAR CORP COM 300645108 139 17,400 SH Sole 3,800 13,600 EXELON CORP COM 30161N101 2,476 69,600 SH Sole 69,600 EXPEDIA INC DEL COM NEW 30212P303 2,057 35,560 SH Sole 35,560 EXPONET INC COM 30214U102 997 17,470 SH Sole 17,470 EXPRESS INC COM 30219E103 1,040 70,200 SH Sole 70,200 EXPRESS SCRIPTS HLDG CO COM 30219G108 271 4,330 SH Sole 4,330 EXTRA SPACE STORAGE INC COM 30225T102 8,774 263,888 SH Sole 254,088 9,800 EXTREME NETWORKS INC COM 30226D106 1,393 415,844 SH Sole 362,144 53,700 EXXON MOBIL CORP COM 30231G102 91,589 1,001,525 SH Sole 671,625 329,900 F5 NETWORKS INC COM 315616102 6,418 61,331 SH Sole 46,691 14,640 FAIR ISAAC CORP COM 303250104 6,911 156,156 SH Sole 148,156 8,000 FALCONSTOR SOFTWARE INC COM 306137100 310 131,799 SH Sole 131,799 FAMILY DLR STORES INC COM 307000109 3,851 58,090 SH Sole 58,090 FEDERAL MOGUL CORP COM 313549404 179 19,600 SH Sole 7,500 12,100 FEDEX CORP COM 31428X106 24,311 287,300 SH Sole 191,500 95,800 FEI CO COM 30241L109 6,946 129,837 SH Sole 93,430 36,407 FIRST AMERN FINL CORP COM 31847R102 2,417 111,538 SH Sole 111,538 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 1,536 116,903 SH Sole 116,903 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 303 20,230 SH Sole 20,230 FIRST MIDWEST BANCORP DEL COM 320867104 240 19,110 SH Sole 19,110 FIRST REP BK SAN FRANCISCO C COM 33616C100 18,691 542,407 SH Sole 370,827 171,580 FIRST SOLAR INC COM 336433107 4,541 205,070 SH Sole 171,470 33,600 FIRSTENERGY CORP COM 337932107 1,063 24,100 SH Sole 24,100 FIRSTMERIT CORP COM 337915102 3,952 268,670 SH Sole 165,170 103,500 FLIR SYS INC COM 302445101 787 39,400 SH Sole 39,400 FLOW INTL CORP COM 343468104 851 230,035 SH Sole 213,035 17,000 FLUOR CORP NEW COM 343412102 9,434 167,620 SH Sole 110,820 56,800 FORD MTR CO DEL COM PAR $0.01 345370860 4,866 493,500 SH Sole 461,200 32,300 FOREST LABS INC COM 345838106 13,841 388,689 SH Sole 303,889 84,800 FORMFACTOR INC COM 346375108 1,720 307,633 SH Sole 234,833 72,800 FORRESTER RESH INC COM 346563109 568 19,750 SH Sole 14,150 5,600 FORTINET INC COM 34959E109 3,449 143,000 SH Sole 143,000 FOSTER L B CO COM 350060109 414 12,800 SH Sole 12,800 FRANCESCAS HLDGS CORP COM 351793104 5,219 169,847 SH Sole 143,847 26,000 FRANKLIN COVEY CO COM 353469109 326 27,200 SH Sole 27,200 FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 2,843 298,942 SH Sole 208,042 90,900 FREIGHTCAR AMER INC COM 357023100 1,701 95,642 SH Sole 82,542 13,100 FRESH DEL MONTE PRODUCE INC ORD G36738105 3,026 118,214 SH Sole 81,043 37,171 FRESH MKT INC COM 35804H106 2,072 34,570 SH Sole 34,570 FULTON FINL CORP PA COM 360271100 4,463 453,134 SH Sole 324,525 128,609 GAIAM INC CL A 36268Q103 161 46,050 SH Sole 46,050 GAIN CAP HLDGS INC COM 36268W100 226 45,834 SH Sole 45,834 GAMESTOP CORP NEW CL A 36467W109 3,785 180,240 SH Sole 180,240 GAP INC DEL COM 364760108 40,251 1,124,950 SH Sole 790,050 334,900 GARMIN LTD SHS H2906T109 4,178 100,096 SH Sole 100,096 GARTNER INC COM 366651107 31,166 676,200 SH Sole 520,300 155,900 GATX CORP COM 361448103 1,553 36,590 SH Sole 16,590 20,000 GENCO SHIPPING & TRADING LTD SHS Y2685T107 175 47,663 SH Sole 47,663 GENERAL DYNAMICS CORP COM 369550108 12,484 188,810 SH Sole 82,710 106,100 GENERAL ELECTRIC CO COM 369604103 44,329 1,951,961 SH Sole 1,250,850 701,111 GENERAL MTRS CO COM 37045V100 34,265 1,506,171 SH Sole 876,740 629,431 GENESCO INC COM 371532102 1,190 17,830 SH Sole 17,830 GENESEE & WYO INC CL A 371559105 341 5,100 SH Sole 5,100 GENOMIC HEALTH INC COM 37244C101 1,417 40,845 SH Sole 29,845 11,000 GENTIVA HEALTH SERVICES INC COM 37247A102 279 24,620 SH Sole 7,520 17,100 GENUINE PARTS CO COM 372460105 20,283 332,339 SH Sole 222,460 109,879 GERON CORP COM 374163103 363 212,114 SH Sole 165,714 46,400 GEVO INC COM 374396109 67 31,400 SH Sole 31,400 GLATFELTER COM 377316104 779 43,727 SH Sole 34,627 9,100 GLOBAL CASH ACCESS HLDGS INC COM 378967103 836 103,800 SH Sole 65,600 38,200 GLOBAL PMTS INC COM 37940X102 2,944 70,370 SH Sole 70,370 GLU MOBILE INC COM 379890106 1,205 259,787 SH Sole 207,387 52,400 GOLDMAN SACHS GROUP INC COM 38141G104 1,655 14,560 SH Sole 500 14,060 GOODYEAR TIRE & RUBR CO COM 382550101 9,311 763,860 SH Sole 670,660 93,200 GOOGLE INC CL A 38259P508 28,520 37,800 SH Sole 24,240 13,560 GRACE W R & CO DEL NEW COM 38388F108 34,066 576,600 SH Sole 342,100 234,500 GRACO INC COM 384109104 5,441 108,220 SH Sole 80,720 27,500 GRAND CANYON ED INC COM 38526M106 9,410 399,905 SH Sole 287,455 112,450 GRANITE CONSTR INC COM 387328107 3,226 112,318 SH Sole 81,600 30,718 GREAT SOUTHN BANCORP INC COM 390905107 405 13,100 SH Sole 12,300 800 GREATBATCH INC COM 39153L106 856 35,200 SH Sole 22,900 12,300 GREIF INC CL A 397624107 971 21,980 SH Sole 13,480 8,500 GRIFFON CORP COM 398433102 612 59,460 SH Sole 54,260 5,200 GUIDANCE SOFTWARE INC COM 401692108 327 29,052 SH Sole 29,052 GULFMARK OFFSHORE INC CL A NEW 402629208 3,944 119,372 SH Sole 102,210 17,162 H & E EQUIPMENT SERVICES INC COM 404030108 572 47,200 SH Sole 31,200 16,000 HAEMONETICS CORP COM 405024100 6,968 86,885 SH Sole 65,260 21,625 HANCOCK HLDG CO COM 410120109 1,441 46,500 SH Sole 43,500 3,000 HANOVER INS GROUP INC COM 410867105 11,331 304,100 SH Sole 186,200 117,900 HARMAN INTL INDS INC COM 413086109 2,019 43,740 SH Sole 43,740 HARMONIC INC COM 413160102 2,126 468,370 SH Sole 311,385 156,985 HARRIS TEETER SUPERMARKETS I COM 414585109 3,679 94,717 SH Sole 73,017 21,700 HARSCO CORP COM 415864107 14,966 728,984 SH Sole 450,600 278,384 HAWAIIAN HOLDINGS INC COM 419879101 2,566 458,967 SH Sole 395,494 63,473 HAYNES INTERNATIONAL INC COM NEW 420877201 372 7,130 SH Sole 7,130 HEARTLAND PMT SYS INC COM 42235N108 5,065 159,884 SH Sole 102,200 57,684 HEICO CORP NEW COM 422806109 1,853 47,895 SH Sole 47,895 HEIDRICK & STRUGGLES INTL IN COM 422819102 541 42,460 SH Sole 38,660 3,800 HELMERICH & PAYNE INC COM 423452101 17,597 369,600 SH Sole 202,600 167,000 HENRY JACK & ASSOC INC COM 426281101 1,425 37,646 SH Sole 37,646 HERSHEY CO COM 427866108 39,456 556,581 SH Sole 321,427 235,154 HEWLETT PACKARD CO COM 428236103 37,099 2,174,620 SH Sole 1,264,820 909,800 HILL ROM HLDGS INC COM 431475102 11,905 409,680 SH Sole 266,380 143,300 HOLOGIC INC COM 436440101 6,966 344,528 SH Sole 39,500 305,028 HOMEAWAY INC COM 43739Q100 1,583 67,570 SH Sole 67,570 HOMEOWNERS CHOICE INC COM 43741E103 1,530 65,124 SH Sole 54,624 10,500 HONEYWELL INTL INC COM 438516106 785 13,140 SH Sole 13,140 HORACE MANN EDUCATORS CORP N COM 440327104 1,662 91,800 SH Sole 49,200 42,600 HORNBECK OFFSHORE SVCS INC N COM 440543106 3,189 87,010 SH Sole 74,010 13,000 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 5,474 230,202 SH Sole 159,730 70,472 HOT TOPIC INC COM 441339108 289 33,204 SH Sole 33,204 HUB GROUP INC CL A 443320106 3,348 112,800 SH Sole 78,400 34,400 HUBBELL INC CL B 443510201 4,376 54,200 SH Sole 42,400 11,800 HUMANA INC COM 444859102 34,963 498,404 SH Sole 290,840 207,564 HUNT J B TRANS SVCS INC COM 445658107 31,886 612,724 SH Sole 446,877 165,847 HUNTINGTON INGALLS INDS INC COM 446413106 11,264 267,874 SH Sole 213,130 54,744 HURON CONSULTING GROUP INC COM 447462102 1,829 52,526 SH Sole 48,426 4,100 IAC INTERACTIVECORP COM PAR $.001 44919P508 33,473 642,961 SH Sole 390,370 252,591 ICF INTL INC COM 44925C103 215 10,700 SH Sole 7,700 3,000 IDACORP INC COM 451107106 692 16,000 SH Sole 16,000 IDENTIVE GROUP INC COM 45170X106 74 83,500 SH Sole 83,500 IKANOS COMMUNICATIONS COM 45173E105 262 188,585 SH Sole 188,585 ILLUMINA INC COM 452327109 2,944 61,100 SH Sole 61,100 IMATION CORP COM 45245A107 211 37,700 SH Sole 37,700 IMMERSION CORP COM 452521107 118 21,612 SH Sole 21,612 INFINERA CORPORATION COM 45667G103 404 73,700 SH Sole 4,400 69,300 INOVIO PHARMACEUTICALS INC COM 45773H102 281 480,600 SH Sole 480,600 INSMED INC COM PAR $.01 457669307 236 51,800 SH Sole 51,800 INSPERITY INC COM 45778Q107 4,284 169,810 SH Sole 128,610 41,200 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,488 36,200 SH Sole 36,200 INTEGRATED DEVICE TECHNOLOGY COM 458118106 9,942 1,693,755 SH Sole 1,003,794 689,961 INTEGRATED SILICON SOLUTION COM 45812P107 187 20,222 SH Sole 20,222 INTEL CORP COM 458140100 59,153 2,611,040 SH Sole 1,537,540 1,073,500 INTERCONTINENTALEXCHANGE INC COM 45865V100 31,845 238,703 SH Sole 172,310 66,393 INTERMEC INC COM 458786100 655 105,459 SH Sole 79,659 25,800 INTERNATIONAL BUSINESS MACHS COM 459200101 63,218 304,739 SH Sole 227,829 76,910 INTERSIL CORP CL A 46069S109 8,880 1,015,980 SH Sole 606,960 409,020 INTERVAL LEISURE GROUP INC COM 46113M108 1,316 69,600 SH Sole 48,000 21,600 INTEVAC INC COM 461148108 256 41,900 SH Sole 41,900 INTREPID POTASH INC COM 46121Y102 909 42,300 SH Sole 42,300 INTUIT COM 461202103 2,461 41,800 SH Sole 41,800 INTUITIVE SURGICAL INC COM NEW 46120E602 5,993 12,091 SH Sole 11,391 700 INVACARE CORP COM 461203101 1,068 75,551 SH Sole 64,051 11,500 INVENSENSE INC COM 46123D205 122 10,250 SH Sole 10,250 INVESCO LTD SHS G491BT108 1,769 70,800 SH Sole 51,700 19,100 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 1,673 192,300 SH Sole 163,100 29,200 INVESTORS REAL ESTATE TR SH BEN INT 461730103 800 96,600 SH Sole 96,600 ISHARES TR RUSL 2000 VALU 464287630 3,919 53,000 SH Sole 53,000 ITC HLDGS CORP COM 465685105 1,784 23,600 SH Sole 23,600 ITRON INC COM 465741106 18,120 420,119 SH Sole 255,340 164,779 IXIA COM 45071R109 3,144 195,660 SH Sole 120,760 74,900 J & J SNACK FOODS CORP COM 466032109 992 17,310 SH Sole 17,310 JACK IN THE BOX INC COM 466367109 1,377 48,985 SH Sole 48,985 JAMBA INC COM 47023A101 599 268,800 SH Sole 268,800 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,940 34,030 SH Sole 34,030 JOHN BEAN TECHNOLOGIES CORP COM 477839104 340 20,800 SH Sole 12,400 8,400 JOHNSON & JOHNSON COM 478160104 97,295 1,411,910 SH Sole 894,310 517,600 JONES LANG LASALLE INC COM 48020Q107 1,019 13,340 SH Sole 11,240 2,100 JOURNAL COMMUNICATIONS INC CL A 481130102 54 10,400 SH Sole 10,400 JPMORGAN CHASE & CO COM 46625H100 2,749 67,900 SH Sole 53,800 14,100 KADANT INC COM 48282T104 827 35,648 SH Sole 31,548 4,100 KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,661 28,445 SH Sole 23,345 5,100 KBR INC COM 48242W106 15,606 523,330 SH Sole 305,230 218,100 KELLY SVCS INC CL A 488152208 199 15,800 SH Sole 8,900 6,900 KERYX BIOPHARMACEUTICALS INC COM 492515101 556 197,000 SH Sole 130,000 67,000 KEY ENERGY SVCS INC COM 492914106 397 56,700 SH Sole 56,700 KEYCORP NEW COM 493267108 6,874 786,500 SH Sole 732,600 53,900 KFORCE INC COM 493732101 985 83,576 SH Sole 77,976 5,600 KID BRANDS INC COM 49375T100 147 96,157 SH Sole 96,157 KIMBALL INTL INC CL B 494274103 578 47,300 SH Sole 40,900 6,400 KITE RLTY GROUP TR COM 49803T102 225 44,021 SH Sole 44,021 KNIGHT TRANSN INC COM 499064103 8,037 562,031 SH Sole 342,200 219,831 KOPPERS HOLDINGS INC COM 50060P106 1,167 33,400 SH Sole 33,400 KORN FERRY INTL COM NEW 500643200 383 25,000 SH Sole 25,000 KRAFT FOODS INC CL A 50075N104 3,436 83,100 SH Sole 64,500 18,600 KROGER CO COM 501044101 38,754 1,646,296 SH Sole 990,590 655,706 KULICKE & SOFFA INDS INC COM 501242101 2,715 260,960 SH Sole 162,260 98,700 L-3 COMMUNICATIONS HLDGS INC COM 502424104 5,963 83,150 SH Sole 83,150 LANCASTER COLONY CORP COM 513847103 579 7,900 SH Sole 7,900 LANDEC CORP COM 514766104 197 17,231 SH Sole 17,231 LANDSTAR SYS INC COM 515098101 15,331 324,264 SH Sole 241,748 82,516 LAREDO PETE HLDGS INC COM 516806106 552 25,100 SH Sole 25,100 LAUDER ESTEE COS INC CL A 518439104 33,726 547,766 SH Sole 325,806 221,960 LEAPFROG ENTERPRISES INC CL A 52186N106 5,033 557,993 SH Sole 364,530 193,463 LEXMARK INTL NEW CL A 529771107 1,906 85,660 SH Sole 51,560 34,100 LIBBEY INC COM 529898108 456 28,900 SH Sole 23,900 5,000 LIBERTY PPTY TR SH BEN INT 531172104 1,831 50,520 SH Sole 5,720 44,800 LILLY ELI & CO COM 532457108 66,418 1,400,930 SH Sole 871,530 529,400 LINCOLN NATL CORP IND COM 534187109 2,006 82,930 SH Sole 82,930 LINKEDIN CORP COM CL A 53578A108 25,587 212,519 SH Sole 138,229 74,290 LIQUIDITY SERVICES INC COM 53635B107 5,533 110,191 SH Sole 95,991 14,200 LOCAL COM CORP COM 53954R105 145 73,110 SH Sole 73,110 LOCKHEED MARTIN CORP COM 539830109 37,853 405,366 SH Sole 261,980 143,386 LOEWS CORP COM 540424108 7,070 171,350 SH Sole 83,950 87,400 LO-JACK CORP COM 539451104 173 76,764 SH Sole 76,764 LORILLARD INC COM 544147101 17,754 152,457 SH Sole 152,457 LPL FINL HLDGS INC COM 50212V100 8,135 285,050 SH Sole 254,950 30,100 LSI CORPORATION COM 502161102 42,405 6,136,737 SH Sole 4,112,100 2,024,637 LTC PPTYS INC COM 502175102 1,459 45,800 SH Sole 31,500 14,300 LTX-CREDENCE CORP COM NEW 502403207 1,182 205,600 SH Sole 188,000 17,600 MACYS INC COM 55616P104 1,776 47,210 SH Sole 37,510 9,700 MADISON SQUARE GARDEN CO CL A 55826P100 3,486 86,560 SH Sole 67,660 18,900 MAGELLAN HEALTH SVCS INC COM NEW 559079207 13,742 266,264 SH Sole 191,249 75,015 MAIDEN HOLDINGS LTD SHS G5753U112 1,095 123,186 SH Sole 109,686 13,500 MANTECH INTL CORP CL A 564563104 298 12,400 SH Sole 12,400 MARATHON OIL CORP COM 565849106 1,022 34,570 SH Sole 34,570 MARATHON PETE CORP COM 56585A102 19,679 360,490 SH Sole 245,990 114,500 MARCHEX INC CL B 56624R108 288 75,100 SH Sole 75,100 MARKEL CORP COM 570535104 430 937 SH Sole 937 MARKETAXESS HLDGS INC COM 57060D108 1,315 41,610 SH Sole 41,610 MARRIOTT INTL INC NEW CL A 571903202 42,512 1,087,263 SH Sole 651,864 435,399 MARTEN TRANS LTD COM 573075108 358 20,400 SH Sole 16,300 4,100 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 17,417 1,902,417 SH Sole 948,180 954,237 MASTERCARD INC CL A 57636Q104 62,024 137,379 SH Sole 85,089 52,290 MATTSON TECHNOLOGY INC COM 577223100 49 50,818 SH Sole 44,518 6,300 MAXIM INTEGRATED PRODS INC COM 57772K101 28,512 1,070,986 SH Sole 672,220 398,766 MAXIMUS INC COM 577933104 1,903 31,866 SH Sole 29,000 2,866 MAXLINEAR INC CL A 57776J100 95 14,200 SH Sole 14,200 MAXYGEN INC COM 577776107 283 107,200 SH Sole 107,200 MCGRAW HILL COS INC COM 580645109 33,179 607,791 SH Sole 348,740 259,051 MCKESSON CORP COM 58155Q103 2,117 24,610 SH Sole 24,610 MEAD JOHNSON NUTRITION CO COM 582839106 12,177 166,170 SH Sole 132,670 33,500 MEADOWBROOK INS GROUP INC COM 58319P108 641 83,305 SH Sole 79,305 4,000 MEDASSETS INC COM 584045108 799 44,900 SH Sole 11,500 33,400 MEDIFAST INC COM 58470H101 3,060 117,000 SH Sole 88,700 28,300 MEDLEY CAP CORP COM 58503F106 263 18,705 SH Sole 16,205 2,500 MEDTRONIC INC COM 585055106 5,886 136,500 SH Sole 68,100 68,400 MEMC ELECTR MATLS INC COM 552715104 2,487 904,184 SH Sole 573,000 331,184 MENTOR GRAPHICS CORP COM 587200106 14,977 968,158 SH Sole 584,792 383,366 MERCURY COMPUTER SYS COM 589378108 123 11,600 SH Sole 11,600 MERCURY GENL CORP NEW COM 589400100 284 7,340 SH Sole 7,340 MERU NETWORKS INC COM 59047Q103 399 116,539 SH Sole 116,539 METABOLIX INC COM 591018809 346 205,702 SH Sole 199,486 6,216 METALS USA HLDGS CORP COM 59132A104 162 12,100 SH Sole 12,100 METLIFE INC COM 59156R108 16,558 480,499 SH Sole 229,370 251,129 MICROS SYS INC COM 594901100 459 9,327 SH Sole 9,327 MICROSOFT CORP COM 594918104 117,323 3,942,295 SH Sole 2,434,695 1,507,600 MICROSTRATEGY INC CL A NEW 594972408 7,075 52,768 SH Sole 41,928 10,840 MICROVISION INC DEL COM NEW 594960304 155 66,800 SH Sole 44,100 22,700 MID-AMER APT CMNTYS INC COM 59522J103 413 6,330 SH Sole 6,330 MIDDLEBY CORP COM 596278101 497 4,300 SH Sole 4,300 MINDSPEED TECHNOLOGIES INC COM NEW 602682205 1,194 345,137 SH Sole 305,900 39,237 MINERALS TECHNOLOGIES INC COM 603158106 255 3,600 SH Sole 3,600 MKS INSTRUMENT INC COM 55306N104 3,562 139,759 SH Sole 87,400 52,359 MODINE MFG CO COM 607828100 175 23,700 SH Sole 22,200 1,500 MOLEX INC COM 608554101 15,754 599,454 SH Sole 424,120 175,334 MOLINA HEALTHCARE INC COM 60855R100 328 13,050 SH Sole 11,550 1,500 MONOTYPE IMAGING HOLDINGS IN COM 61022P100 175 11,200 SH Sole 11,200 MONSTER BEVERAGE CORP COM 611740101 44,504 823,230 SH Sole 536,330 286,900 MONTPELIER RE HOLDINGS LTD SHS G62185106 7,265 328,304 SH Sole 197,699 130,605 MOODYS CORP COM 615369105 1,665 37,700 SH Sole 37,700 MOOG INC CL A 615394202 3,099 81,842 SH Sole 75,642 6,200 MOTOROLA SOLUTIONS INC COM NEW 620076307 50,746 1,003,869 SH Sole 631,629 372,240 MOVE INC COM NEW 62458M207 1,570 182,180 SH Sole 170,580 11,600 MUELLER INDS INC COM 624756102 2,191 48,180 SH Sole 32,700 15,480 MULTIMEDIA GAMES HLDG CO INC COM 625453105 4,622 293,829 SH Sole 218,937 74,892 MURPHY OIL CORP COM 626717102 6,248 116,370 SH Sole 108,970 7,400 MYR GROUP INC DEL COM 55405W104 656 32,900 SH Sole 23,700 9,200 NABI BIOPHARMACEUTICALS COM 629519109 69 39,147 SH Sole 39,147 NABORS INDUSTRIES LTD SHS G6359F103 5,026 358,210 SH Sole 307,810 50,400 NANOSPHERE INC COM 63009F105 543 163,600 SH Sole 163,600 NASDAQ OMX GROUP INC COM 631103108 6,889 295,800 SH Sole 128,800 167,000 NASH FINCH CO COM 631158102 870 42,610 SH Sole 38,510 4,100 NATIONAL AMERN UNIV HLDGS IN COM 63245Q105 123 24,589 SH Sole 24,589 NATIONAL HEALTH INVS INC COM 63633D104 593 11,520 SH Sole 5,600 5,920 NATURAL GAS SERVICES GROUP COM 63886Q109 751 50,209 SH Sole 46,209 4,000 NATURES SUNSHINE PRODUCTS IN COM 639027101 721 44,100 SH Sole 42,000 2,100 NATUS MEDICAL INC DEL COM 639050103 191 14,600 SH Sole 2,000 12,600 NAVIGANT CONSULTING INC COM 63935N107 209 18,930 SH Sole 12,430 6,500 NAVIGATORS GROUP INC COM 638904102 369 7,500 SH Sole 4,800 2,700 NCR CORP NEW COM 62886E108 15,934 683,561 SH Sole 362,120 321,441 NEENAH PAPER INC COM 640079109 512 17,871 SH Sole 14,071 3,800 NETAPP INC COM 64110D104 26,875 817,370 SH Sole 688,270 129,100 NETSCOUT SYS INC COM 64115T104 224 8,800 SH Sole 8,800 NETSUITE INC COM 64118Q107 11,463 179,664 SH Sole 155,464 24,200 NEUTRAL TANDEM INC COM 64128B108 142 15,150 SH Sole 2,950 12,200 NEW YORK & CO INC COM 649295102 66 17,700 SH Sole 17,700 NEWMARKET CORP COM 651587107 527 2,139 SH Sole 2,139 NEWMONT MINING CORP COM 651639106 14,738 263,100 SH Sole 120,300 142,800 NEWPORT CORP COM 651824104 229 20,700 SH Sole 3,500 17,200 NISOURCE INC COM 65473P105 2,765 108,520 SH Sole 108,520 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 623 17,400 SH Sole 17,400 NOBLE ENERGY INC COM 655044105 39,402 425,003 SH Sole 264,743 160,260 NORANDA ALUM HLDG CORP COM 65542W107 172 25,700 SH Sole 1,900 23,800 NORDSON CORP COM 655663102 2,526 43,150 SH Sole 43,150 NORFOLK SOUTHERN CORP COM 655844108 931 14,630 SH Sole 9,030 5,600 NORTHERN TR CORP COM 665859104 2,246 48,380 SH Sole 40,280 8,100 NORTHROP GRUMMAN CORP COM 666807102 32,133 483,710 SH Sole 294,310 189,400 NORTHWEST PIPE CO COM 667746101 436 17,688 SH Sole 16,688 1,000 NORTHWESTERN CORP COM NEW 668074305 1,910 52,710 SH Sole 46,610 6,100 NOVATEL WIRELESS INC COM NEW 66987M604 324 163,500 SH Sole 163,500 NU SKIN ENTERPRISES INC CL A 67018T105 31,468 810,395 SH Sole 506,080 304,315 NUVASIVE INC COM 670704105 9,777 426,750 SH Sole 337,150 89,600 NV ENERGY INC COM 67073Y106 13,358 741,690 SH Sole 654,390 87,300 NVIDIA CORP COM 67066G104 5,438 407,620 SH Sole 394,220 13,400 NVR INC COM 62944T105 1,444 1,710 SH Sole 1,710 O REILLY AUTOMOTIVE INC NEW COM 67103H107 19,871 237,637 SH Sole 185,090 52,547 OCCIDENTAL PETE CORP DEL COM 674599105 7,032 81,710 SH Sole 73,910 7,800 OCEANEERING INTL INC COM 675232102 32,373 585,936 SH Sole 393,536 192,400 OCLARO INC COM NEW 67555N206 374 139,010 SH Sole 94,400 44,610 OLD DOMINION FGHT LINES INC COM 679580100 442 14,650 SH Sole 14,650 OLYMPIC STEEL INC COM 68162K106 403 23,890 SH Sole 23,890 OMEGA HEALTHCARE INVS INC COM 681936100 1,666 73,300 SH Sole 73,300 OMNICELL INC COM 68213N109 934 67,209 SH Sole 51,900 15,309 OMNIVISION TECHNOLOGIES INC COM 682128103 870 62,300 SH Sole 62,300 OMNOVA SOLUTIONS INC COM 682129101 557 73,536 SH Sole 72,736 800 ONEOK INC NEW COM 682680103 5,849 121,080 SH Sole 121,080 ONLINE RES CORP COM 68273G101 345 117,841 SH Sole 117,841 ORBITAL SCIENCES CORP COM 685564106 4,147 284,811 SH Sole 190,025 94,786 ORTHOFIX INTL N V COM N6748L102 1,694 37,860 SH Sole 28,260 9,600 OSI SYSTEMS INC COM 671044105 312 4,010 SH Sole 4,010 OWENS ILL INC COM NEW 690768403 7,015 373,920 SH Sole 307,420 66,500 OXFORD INDS INC COM 691497309 5,267 93,310 SH Sole 70,310 23,000 PACER INTL INC TENN COM 69373H106 179 45,100 SH Sole 45,100 PACKAGING CORP AMER COM 695156109 6,628 182,600 SH Sole 182,600 PACWEST BANCORP DEL COM 695263103 2,359 100,935 SH Sole 70,910 30,025 PALOMAR MED TECHNOLOGIES INC COM NEW 697529303 127 13,500 SH Sole 13,500 PANERA BREAD CO CL A 69840W108 44,379 259,695 SH Sole 148,005 111,690 PANTRY INC COM 698657103 293 20,120 SH Sole 6,120 14,000 PAPA JOHNS INTL INC COM 698813102 8,582 160,682 SH Sole 127,028 33,654 PAR TECHNOLOGY CORP COM 698884103 250 45,960 SH Sole 45,960 PARKER DRILLING CO COM 701081101 330 78,100 SH Sole 34,800 43,300 PARKWAY PPTYS INC COM 70159Q104 539 40,350 SH Sole 40,350 PARTNERRE LTD COM G6852T105 27,304 367,579 SH Sole 203,600 163,979 PATTERSON COMPANIES INC COM 703395103 236 6,900 SH Sole 6,900 PATTERSON UTI ENERGY INC COM 703481101 4,206 265,860 SH Sole 265,860 PDF SOLUTIONS INC COM 693282105 261 19,100 SH Sole 19,100 PDL BIOPHARMA INC COM 69329Y104 8,006 1,039,700 SH Sole 722,100 317,600 PENN VA CORP COM 707882106 3,430 553,194 SH Sole 425,000 128,194 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 438 27,627 SH Sole 27,627 PEOPLES UNITED FINANCIAL INC COM 712704105 2,322 191,300 SH Sole 191,300 PEREGRINE PHARMACEUTICALS IN COM NEW 713661304 166 161,152 SH Sole 92,600 68,552 PERICOM SEMICONDUCTOR CORP COM 713831105 149 17,200 SH Sole 17,200 PETSMART INC COM 716768106 28,665 415,551 SH Sole 272,751 142,800 PFIZER INC COM 717081103 1,148 46,200 SH Sole 38,500 7,700 PG&E CORP COM 69331C108 508 11,900 SH Sole 11,900 PHARMATHENE INC COM 71714G102 186 157,771 SH Sole 157,771 PHARMERICA CORP COM 71714F104 525 41,500 SH Sole 11,000 30,500 PHILIP MORRIS INTL INC COM 718172109 1,836 20,410 SH Sole 11,010 9,400 PINNACLE WEST CAP CORP COM 723484101 8,932 169,175 SH Sole 142,616 26,559 PLANTRONICS INC NEW COM 727493108 10,146 287,190 SH Sole 175,700 111,490 PLEXUS CORP COM 729132100 2,191 72,350 SH Sole 54,050 18,300 PNM RES INC COM 69349H107 3,394 161,400 SH Sole 161,400 POLARIS INDS INC COM 731068102 38,238 472,830 SH Sole 321,848 150,982 PORTLAND GEN ELEC CO COM NEW 736508847 860 31,800 SH Sole 31,800 POST PPTYS INC COM 737464107 218 4,550 SH Sole 4,550 POWELL INDS INC COM 739128106 758 19,610 SH Sole 18,110 1,500 POWER ONE INC NEW COM 73930R102 455 81,533 SH Sole 81,533 POZEN INC COM 73941U102 867 130,747 SH Sole 107,347 23,400 PPG INDS INC COM 693506107 57,592 501,496 SH Sole 337,133 164,363 PPL CORP COM 69351T106 816 28,100 SH Sole 28,100 PRICELINE COM INC COM NEW 741503403 937 1,513 SH Sole 1,513 PRIMORIS SVCS CORP COM 74164F103 2,803 214,803 SH Sole 156,650 58,153 PRINCIPAL FINL GROUP INC COM 74251V102 209 7,770 SH Sole 7,770 PROASSURANCE CORP COM 74267C106 10,669 117,963 SH Sole 72,271 45,692 PROCTER & GAMBLE CO COM 742718109 29,897 431,048 SH Sole 337,448 93,600 PROGENICS PHARMACEUTICALS IN COM 743187106 317 109,933 SH Sole 104,233 5,700 PROGRESS SOFTWARE CORP COM 743312100 790 36,927 SH Sole 36,927 PROTECTIVE LIFE CORP COM 743674103 5,232 199,629 SH Sole 147,610 52,019 PRUDENTIAL FINL INC COM 744320102 235 4,310 SH Sole 4,110 200 PUBLIC STORAGE COM 74460D109 5,868 42,164 SH Sole 42,164 PVH CORP COM 693656100 18,058 192,680 SH Sole 128,080 64,600 QAD INC CL A 74727D306 442 32,538 SH Sole 32,538 QLIK TECHNOLOGIES INC COM 74733T105 493 22,000 SH Sole 22,000 QLOGIC CORP COM 747277101 2,057 180,090 SH Sole 129,290 50,800 QUESTCOR PHARMACEUTICALS INC COM 74835Y101 333 18,050 SH Sole 18,050 RACKSPACE HOSTING INC COM 750086100 278 4,200 SH Sole 4,200 RADISYS CORP COM 750459109 288 80,090 SH Sole 80,090 RALPH LAUREN CORP CL A 751212101 11,115 73,500 SH Sole 55,320 18,180 RAVEN INDS INC COM 754212108 303 10,300 SH Sole 10,300 RAYMOND JAMES FINANCIAL INC COM 754730109 1,147 31,300 SH Sole 2,100 29,200 RAYTHEON CO COM NEW 755111507 15,894 278,053 SH Sole 147,910 130,143 RBC BEARINGS INC COM 75524B104 717 14,900 SH Sole 14,900 REACHLOCAL INC COM 75525F104 1,277 101,805 SH Sole 96,805 5,000 REALNETWORKS INC COM NEW 75605L708 597 71,778 SH Sole 69,028 2,750 REALTY INCOME CORP COM 756109104 1,419 34,700 SH Sole 34,700 REGIONS FINANCIAL CORP NEW COM 7591EP100 2,426 337,200 SH Sole 296,700 40,500 REINSURANCE GROUP AMER INC COM NEW 759351604 7,719 133,377 SH Sole 54,700 78,677 RENAISSANCERE HOLDINGS LTD COM G7496G103 1,245 16,160 SH Sole 16,160 RENASANT CORP COM 75970E107 314 16,000 SH Sole 16,000 RENTECH INC COM 760112102 930 378,219 SH Sole 378,219 REPUBLIC AWYS HLDGS INC COM 760276105 133 28,679 SH Sole 1,700 26,979 RESMED INC COM 761152107 1,230 30,400 SH Sole 30,400 RESOLUTE FST PRODS INC COM 76117W109 3,523 271,030 SH Sole 165,330 105,700 REX AMERICAN RESOURCES CORP COM 761624105 276 15,300 SH Sole 15,300 RIGEL PHARMACEUTICALS INC COM NEW 766559603 184 17,988 SH Sole 17,988 RIGNET INC COM 766582100 418 22,600 SH Sole 22,600 RITE AID CORP COM 767754104 1,447 1,237,000 SH Sole 912,900 324,100 RIVERBED TECHNOLOGY INC COM 768573107 6,224 267,360 SH Sole 222,160 45,200 RLI CORP COM 749607107 721 10,813 SH Sole 9,113 1,700 ROBERT HALF INTL INC COM 770323103 10,210 383,400 SH Sole 325,800 57,600 ROCKWOOD HLDGS INC COM 774415103 12,077 259,171 SH Sole 149,530 109,641 ROSETTA RESOURCES INC COM 777779307 4,805 100,340 SH Sole 87,940 12,400 ROSS STORES INC COM 778296103 52,509 812,951 SH Sole 536,151 276,800 ROWAN COMPANIES PLC SHS CL A G7665A101 1,388 41,100 SH Sole 37,100 4,000 RPX CORP COM 74972G103 2,430 217,038 SH Sole 170,838 46,200 RTI BIOLOGICS INC COM 74975N105 963 230,300 SH Sole 216,000 14,300 RUDOLPH TECHNOLOGIES INC COM 781270103 164 15,600 SH Sole 5,700 9,900 RUE21 INC COM 781295100 1,305 41,900 SH Sole 41,900 SAFETY INS GROUP INC COM 78648T100 757 16,500 SH Sole 16,500 SAFEWAY INC COM NEW 786514208 3,156 196,140 SH Sole 146,340 49,800 SAIA INC COM 78709Y105 2,987 148,287 SH Sole 111,168 37,119 SAIC INC COM 78390X101 10,667 885,962 SH Sole 647,575 238,387 SANFILIPPO JOHN B & SON INC COM 800422107 139 10,640 SH Sole 10,640 SANMINA SCI CORP COM NEW 800907206 302 35,530 SH Sole 3,430 32,100 SANTARUS INC COM 802817304 2,806 316,000 SH Sole 267,800 48,200 SAREPTA THERAPEUTICS INC COM 803607100 1,868 120,272 SH Sole 116,006 4,266 SATCON TECHNOLOGY CORP COM NEW 803893403 44 39,778 SH Sole 39,778 SAVIENT PHARMACEUTICALS INC COM 80517Q100 314 125,600 SH Sole 53,500 72,100 SCHOLASTIC CORP COM 807066105 365 11,484 SH Sole 11,484 SCHOOL SPECIALTY INC COM 807863105 77 33,400 SH Sole 33,400 SCHWEITZER-MAUDUIT INTL INC COM 808541106 4,999 151,518 SH Sole 119,118 32,400 SCIQUEST INC NEW COM 80908T101 264 14,494 SH Sole 13,294 1,200 SEACHANGE INTL INC COM 811699107 873 111,265 SH Sole 104,065 7,200 SELECT COMFORT CORP COM 81616X103 254 8,040 SH Sole 8,040 SELECTIVE INS GROUP INC COM 816300107 2,817 148,268 SH Sole 133,768 14,500 SENSIENT TECHNOLOGIES CORP COM 81725T100 371 10,100 SH Sole 9,400 700 SHERWIN WILLIAMS CO COM 824348106 16,959 113,885 SH Sole 85,225 28,660 SHUFFLE MASTER INC COM 825549108 1,081 68,400 SH Sole 68,400 SHORETEL INC COM 825211105 1,465 358,171 SH Sole 334,471 23,700 SIGMA DESIGNS INC COM 826565103 791 119,677 SH Sole 103,077 16,600 SIGNATURE BK NEW YORK N Y COM 82669G104 1,039 15,490 SH Sole 15,490 SILGAN HOLDINGS INC COM 827048109 2,739 62,956 SH Sole 61,164 1,792 SILICON GRAPHICS INTL CORP COM 82706L108 2,408 264,593 SH Sole 238,918 25,675 SILICON IMAGE INC COM 82705T102 5,580 1,221,112 SH Sole 910,602 310,510 SILICON LABORATORIES INC COM 826919102 11,940 324,812 SH Sole 241,600 83,212 SIMON PPTY GROUP INC NEW COM 828806109 2,773 18,264 SH Sole 11,082 7,182 SINCLAIR BROADCAST GROUP INC CL A 829226109 1,113 99,310 SH Sole 99,310 SIX FLAGS ENTMT CORP NEW COM 83001A102 1,035 17,600 SH Sole 17,600 SKECHERS U S A INC CL A 830566105 759 37,200 SH Sole 3,700 33,500 SKYWEST INC COM 830879102 1,594 154,300 SH Sole 117,300 37,000 SM ENERGY CO COM 78454L100 21,084 389,658 SH Sole 254,200 135,458 SMITH A O COM 831865209 7,599 132,067 SH Sole 104,465 27,602 SMITH MICRO SOFTWARE INC COM 832154108 411 255,459 SH Sole 242,059 13,400 SOLARWINDS INC COM 83416B109 752 13,500 SH Sole 13,500 SONUS NETWORKS INC COM 835916107 1,531 812,400 SH Sole 696,900 115,500 SOVRAN SELF STORAGE INC COM 84610H108 5,071 87,650 SH Sole 74,150 13,500 SPANSION INC COM CL A NEW 84649R200 1,817 152,472 SH Sole 118,155 34,317 SPARTAN MTRS INC COM 846819100 72 14,400 SH Sole 14,400 SPARTAN STORES INC COM 846822104 496 32,400 SH Sole 30,800 1,600 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2,231 12,400 SH Sole 12,400 SPECTRANETICS CORP COM 84760C107 1,137 77,066 SH Sole 77,066 STANCORP FINL GROUP INC COM 852891100 6,335 202,799 SH Sole 129,390 73,409 STANDARD PARKING CORP COM 853790103 292 13,030 SH Sole 13,030 STANDARD REGISTER CO COM 853887107 165 232,177 SH Sole 232,177 STATE BK FINL CORP COM 856190103 1,419 86,080 SH Sole 79,280 6,800 STATE STR CORP COM 857477103 36,453 868,760 SH Sole 497,550 371,210 STEMCELLS INC COM NEW 85857R204 141 68,540 SH Sole 68,540 STERLING CONSTRUCTION CO INC COM 859241101 317 31,734 SH Sole 31,734 STONERIDGE INC COM 86183P102 409 82,320 SH Sole 79,520 2,800 STRATEGIC HOTELS & RESORTS I COM 86272T106 695 115,600 SH Sole 115,600 STRAYER ED INC COM 863236105 264 4,100 SH Sole 4,100 STRYKER CORP COM 863667101 6,196 111,320 SH Sole 78,020 33,300 SUNPOWER CORP COM 867652406 4,237 939,558 SH Sole 748,269 191,289 SUNTRUST BKS INC COM 867914103 18,690 661,140 SH Sole 398,070 263,070 SUPER MICRO COMPUTER INC COM 86800U104 134 11,100 SH Sole 1,000 10,100 SUPERIOR ENERGY SVCS INC COM 868157108 5,464 266,260 SH Sole 213,060 53,200 SURMODICS INC COM 868873100 560 27,697 SH Sole 27,697 SUSSER HLDGS CORP COM 869233106 1,274 35,210 SH Sole 35,210 SVB FINL GROUP COM 78486Q101 5,926 98,010 SH Sole 79,610 18,400 SWIFT TRANSN CO CL A 87074U101 1,806 209,500 SH Sole 141,500 68,000 SYKES ENTERPRISES INC COM 871237103 1,142 84,970 SH Sole 66,670 18,300 SYMANTEC CORP COM 871503108 6,246 347,500 SH Sole 288,800 58,700 SYNAPTICS INC COM 87157D109 220 9,160 SH Sole 8,000 1,160 SYNOPSYS INC COM 871607107 32,508 985,238 SH Sole 640,603 344,635 SYNTEL INC COM 87162H103 743 11,900 SH Sole 7,700 4,200 TARGA RES CORP COM 87612G101 4,030 80,064 SH Sole 46,064 34,000 TARGACEPT INC COM 87611R306 163 33,351 SH Sole 8,500 24,851 TASER INTL INC COM 87651B104 2,048 339,300 SH Sole 313,000 26,300 TEAM HEALTH HOLDINGS INC COM 87817A107 7,345 270,750 SH Sole 230,750 40,000 TECH DATA CORP COM 878237106 1,780 39,340 SH Sole 18,540 20,800 TECUMSEH PRODS CO CL A 878895200 285 55,009 SH Sole 55,009 TELECOMMUNICATION SYS INC CL A 87929J103 434 199,800 SH Sole 199,800 TELENAV INC COM 879455103 590 98,757 SH Sole 98,757 TELEPHONE & DATA SYS INC COM NEW 879433829 7,121 278,046 SH Sole 151,972 126,074 TELLABS INC COM 879664100 14,281 4,051,293 SH Sole 2,752,148 1,299,145 TENNANT CO COM 880345103 617 14,400 SH Sole 5,300 9,100 TERADATA CORP DEL COM 88076W103 6,138 81,390 SH Sole 81,390 TESORO CORP COM 881609101 18,312 437,030 SH Sole 301,230 135,800 TESSERA TECHNOLOGIES INC COM 88164L100 1,921 140,423 SH Sole 110,123 30,300 TETRA TECH INC NEW COM 88162G103 5,643 214,881 SH Sole 170,681 44,200 TEXAS ROADHOUSE INC COM 882681109 6,536 382,250 SH Sole 306,550 75,700 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 653 21,360 SH Sole 9,860 11,500 TEXTRON INC COM 883203101 15,007 573,430 SH Sole 573,430 THL CR INC COM 872438106 149 10,600 SH Sole 10,600 THORATEC CORP COM NEW 885175307 8,450 244,220 SH Sole 219,420 24,800 THQ INC COM PAR $.01 872443601 229 61,764 SH Sole 61,764 TIDEWATER INC COM 886423102 8,656 178,373 SH Sole 144,986 33,387 TIME WARNER CABLE INC COM 88732J207 49,800 523,878 SH Sole 323,520 200,358 TIVO INC COM 888706108 299 28,700 SH Sole 28,700 TJX COS INC NEW COM 872540109 53,473 1,193,860 SH Sole 738,110 455,750 TMS INTL CORP CL A 87261Q103 175 17,709 SH Sole 17,709 TNS INC COM 872960109 494 33,030 SH Sole 27,030 6,000 TORO CO COM 891092108 23,310 585,970 SH Sole 394,033 191,937 TOTAL SYS SVCS INC COM 891906109 30,029 1,267,051 SH Sole 835,157 431,894 TOWER INTL INC COM 891826109 164 21,300 SH Sole 21,300 TOWERS WATSON & CO CL A 891894107 1,577 29,730 SH Sole 29,730 TRACTOR SUPPLY CO COM 892356106 4,105 41,510 SH Sole 41,510 TRAVELERS COMPANIES INC COM 89417E109 12,883 188,735 SH Sole 152,150 36,585 TRINITY INDS INC COM 896522109 863 28,800 SH Sole 28,800 TRUE RELIGION APPAREL INC COM 89784N104 4,963 232,700 SH Sole 175,000 57,700 TRUEBLUE INC COM 89785X101 2,356 149,890 SH Sole 119,890 30,000 TUPPERWARE BRANDS CORP COM 899896104 14,019 261,600 SH Sole 185,500 76,100 TW TELECOM INC COM 87311L104 517 19,820 SH Sole 19,820 TYCO INTERNATIONAL LTD SHS H89128104 240 4,260 SH Sole 4,260 TYLER TECHNOLOGIES INC COM 902252105 2,996 68,071 SH Sole 45,371 22,700 TYSON FOODS INC CL A 902494103 236 14,720 SH Sole 14,720 UIL HLDG CORP COM 902748102 2,209 61,600 SH Sole 10,300 51,300 ULTA SALON COSMETCS & FRAG I COM 90384S303 34,254 355,679 SH Sole 236,679 119,000 ULTIMATE SOFTWARE GROUP INC COM 90385D107 1,817 17,800 SH Sole 17,800 ULTRALIFE CORP COM 903899102 79 25,461 SH Sole 25,461 ULTRATECH INC COM 904034105 1,829 58,294 SH Sole 34,994 23,300 UNIFIRST CORP MASS COM 904708104 902 13,500 SH Sole 11,700 1,800 UNION PAC CORP COM 907818108 27,013 227,571 SH Sole 163,051 64,520 UNISYS CORP COM NEW 909214306 4,826 231,800 SH Sole 205,100 26,700 UNITED FIRE GROUP INC COM 910340108 1,017 40,450 SH Sole 37,850 2,600 UNITED ONLINE INC COM 911268100 2,511 454,905 SH Sole 352,505 102,400 UNITED STATES CELLULAR CORP COM 911684108 1,552 39,660 SH Sole 29,460 10,200 UNITED STATES STL CORP NEW COM 912909108 723 37,900 SH Sole 37,900 UNITED THERAPEUTICS CORP DEL COM 91307C102 8,026 143,634 SH Sole 131,634 12,000 UNITEDHEALTH GROUP INC COM 91324P102 677 12,210 SH Sole 7,910 4,300 UNIVERSAL AMERN CORP NEW COM 91338E101 1,944 210,362 SH Sole 181,829 28,533 UNIVERSAL TECHNICAL INST INC COM 913915104 560 40,900 SH Sole 32,200 8,700 UNUM GROUP COM 91529Y106 721 37,520 SH Sole 37,520 UNWIRED PLANET INC NEW COM 91531F103 206 107,092 SH Sole 106,592 500 URS CORP NEW COM 903236107 24,842 703,548 SH Sole 451,331 252,217 US BANCORP DEL COM NEW 902973304 542 15,800 SH Sole 2,500 13,300 US ECOLOGY INC COM 91732J102 997 46,206 SH Sole 41,306 4,900 USANA HEALTH SCIENCES INC COM 90328M107 474 10,200 SH Sole 10,200 UTI WORLDWIDE INC ORD G87210103 4,358 323,555 SH Sole 208,101 115,454 V F CORP COM 918204108 11,031 69,221 SH Sole 42,231 26,990 VAALCO ENERGY INC COM NEW 91851C201 275 32,150 SH Sole 4,800 27,350 VALIDUS HOLDINGS LTD COM SHS G9319H102 30,773 907,490 SH Sole 557,990 349,500 VALSPAR CORP COM 920355104 29,790 531,012 SH Sole 379,704 151,308 VALUEVISION MEDIA INC CL A 92047K107 146 62,000 SH Sole 62,000 VASCULAR SOLUTIONS INC COM 92231M109 798 53,938 SH Sole 53,938 VERISIGN INC COM 92343E102 17,392 357,200 SH Sole 230,100 127,100 VERSO PAPER CORP COM 92531L108 127 79,200 SH Sole 79,200 VIACOM INC NEW CL B 92553P201 24,121 450,110 SH Sole 346,010 104,100 VIAD CORP COM NEW 92552R406 229 10,961 SH Sole 10,961 VICOR CORP COM 925815102 315 47,199 SH Sole 47,199 VISA INC COM CL A 92826C839 9,249 68,876 SH Sole 50,576 18,300 VISTEON CORP COM NEW 92839U206 818 18,390 SH Sole 3,790 14,600 VMWARE INC CL A COM 928563402 28,446 294,050 SH Sole 180,050 114,000 VOXX INTL CORP CL A 91829F104 819 109,480 SH Sole 93,780 15,700 W & T OFFSHORE INC COM 92922P106 2,752 146,520 SH Sole 146,520 WABTEC CORP COM 929740108 9,051 112,730 SH Sole 101,500 11,230 WADDELL & REED FINL INC CL A 930059100 27,531 840,140 SH Sole 512,221 327,919 WARNER CHILCOTT PLC IRELAND SHS A G94368100 1,202 89,050 SH Sole 89,050 WASHINGTON POST CO CL B 939640108 1,798 4,954 SH Sole 3,634 1,320 WASHINGTON TR BANCORP COM 940610108 215 8,200 SH Sole 8,200 WAUSAU PAPER CORP COM 943315101 460 49,660 SH Sole 49,660 WEBSENSE INC COM 947684106 391 24,990 SH Sole 24,990 WEBSTER FINL CORP CONN COM 947890109 2,011 84,860 SH Sole 84,860 WELLCARE HEALTH PLANS INC COM 94946T106 21,885 387,006 SH Sole 228,390 158,616 WELLPOINT INC COM 94973V107 23,676 408,134 SH Sole 257,910 150,224 WELLS FARGO & CO NEW COM 949746101 3,169 91,770 SH Sole 87,650 4,120 WERNER ENTERPRISES INC COM 950755108 1,483 69,415 SH Sole 56,200 13,215 WESTAR ENERGY INC COM 95709T100 1,775 59,850 SH Sole 48,950 10,900 WESTERN DIGITAL CORP COM 958102105 31,659 817,435 SH Sole 491,920 325,515 WESTERN REFNG INC COM 959319104 11,308 431,950 SH Sole 261,050 170,900 WESTERN UN CO COM 959802109 8,053 442,000 SH Sole 371,000 71,000 WHIRLPOOL CORP COM 963320106 2,375 28,650 SH Sole 28,650 WHITE MTNS INS GROUP LTD COM G9618E107 2,190 4,266 SH Sole 906 3,360 WHITING PETE CORP NEW COM 966387102 20,059 423,370 SH Sole 216,870 206,500 WILEY JOHN & SONS INC CL A 968223206 3,996 86,971 SH Sole 76,271 10,700 WILSHIRE BANCORP INC COM 97186T108 1,247 198,000 SH Sole 173,200 24,800 WISDOMTREE INVTS INC COM 97717P104 1,199 178,900 SH Sole 157,900 21,000 WORLD ACCEP CORP DEL COM 981419104 496 7,350 SH Sole 7,350 WORLD WRESTLING ENTMT INC CL A 98156Q108 559 69,500 SH Sole 47,600 21,900 XCEL ENERGY INC COM 98389B100 5,822 210,100 SH Sole 210,100 XENOPORT INC COM 98411C100 1,713 149,610 SH Sole 107,170 42,440 XERIUM TECHNOLOGIES INC COM NEW 98416J118 273 77,900 SH Sole 77,900 XO GROUP INC COM 983772104 924 110,600 SH Sole 102,800 7,800 YUM BRANDS INC COM 988498101 39,477 595,072 SH Sole 362,380 232,692 ZALICUS INC COM 98887C105 296 400,600 SH Sole 263,000 137,600 ZIMMER HLDGS INC COM 98956P102 9,427 139,410 SH Sole 116,310 23,100 ZUMIEZ INC COM 989817101 3,568 128,680 SH Sole 111,580 17,100

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