0001228773-13-000002.txt : 20130131 0001228773-13-000002.hdr.sgml : 20130131 20130131132040 ACCESSION NUMBER: 0001228773-13-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130131 DATE AS OF CHANGE: 20130131 EFFECTIVENESS DATE: 20130131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBUS CIRCLE INVESTORS CENTRAL INDEX KEY: 0001228773 IRS NUMBER: 061404803 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10449 FILM NUMBER: 13561841 MAIL ADDRESS: STREET 1: METRO CENTER STREET 2: ONE STATION PLACE CITY: STAMFORD STATE: CT ZIP: 06902 13F-HR 1 cci4q12.txt CCI 13F FILING FOR PERIOD ENDING 12/31/2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here is Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Columbus Circle Investors Address: Metro Center One Station Place Stamford, CT 06902 13F File Number: 028-10449 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 itmes, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Frank Cuttita Title: Chief Compliance Officer Phone: 203-353-6000 Signature, Place, and Date of Signing: Frank Cuttita Stamford, Connecticut January 31, 2013 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 263 Form 13F Information Table Value Total: $12,456,008 (x 1000) FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3SBIO INC SPONSORED ADR 88575Y105 3506 257005 SH Sole 257005 ARM HLDGS PLC SPONSORED ADR 042068106 23517 621650 SH Sole 355710 265940 ELAN PLC ADR 284131208 5606 549086 SH Sole 549086 ICON PLC INC ADS (1 ADS=1 ORD) 45103t107 28760 1036034 SH Sole 882084 153950 JAZZ PHARMACEUTICALS INC COM G50871105 27368 513944 SH Sole 513944 MELCO PBL ENTMNT LTD ADR 585464100 13526 803200 SH Sole 803200 SOUFUN HLDGS LTD ADR 836034108 6285 251419 SH Sole 251419 SYNGENTA AG SPONSORED ADR 87160A100 693 8574 SH Sole 8574 FANUC CORP 6356934 8028 43600 SH Sole 43600 HITACHI LTD 6429104 7578 1300000 SH Sole 1300000 TELECITY GROUP B282YM1 20035 1568156 SH Sole 1568156 ABBOTT LABS COM 002824100 2790 42600 SH Sole 42600 ABERCROMBIE & FITCH CO CL A 002896207 32098 669121 SH Sole 592221 76900 ACCENTURE PLC IRELAND SHS CLAS G1151C101 139598 2099212 SH Sole 1940962 158250 ACHILLION PHARMACEUTICALS INC 00448Q201 2769 345642 SH Sole 345642 ACI WORLDWIDE INC COM 004498101 14174 324423 SH Sole 286450 37973 ACTAVIS, INC 00507K103 102918 1196721 SH Sole 1027782 168939 ACUITY BRANDS INC COM 00508Y102 18752 276866 SH Sole 246050 30816 AEGERION PHARMACEUTICALS INC C 00767E102 2251 88674 SH Sole 42414 46260 AGILENT TECHNOLOGIES INC COM 00846U101 13071 319269 SH Sole 319269 AGNICO EAGLE MINES LTD COM 008474108 19944 380181 SH Sole 211225 168956 AKAMAI TECHNOLOGIES INC COM 00971T101 57230 1398929 SH Sole 1048110 350819 ALEXION PHARMACEUTICALS INC CM 015351109 108214 1154411 SH Sole 1030098 124313 ALLIANCE DATA SYSTEMS CORP COM 018581108 33232 229567 SH Sole 124019 105548 ALLOT COMMUNICATIONS LTD SHS M0854Q105 13409 752488 SH Sole 667688 84800 AMERICAN EAGLE OUTFITTERS NEW 02553E106 20904 1019221 SH Sole 577059 442162 AMERICAN TOWER REIT 03027X100 3122 40403 SH Sole 40403 AMPHENOL CORP NEW CL A 032095101 1307 20200 SH Sole 20200 ANALOG DEVICES INC COM 032654105 30737 730790 SH Sole 730790 ANNIES INC COM 03600T104 2344 70130 SH Sole 33490 36640 APPLE INC COM 037833100 391006 734735 SH Sole 679345 55390 APPROACH RESOURCES INC COM 03834A103 16708 668059 SH Sole 567549 100510 ARIAD PHARMACEUTICALS INC COM 04033A100 16217 845509 SH Sole 845509 ARUBA NETWORKS INC COM 043176106 67319 3245855 SH Sole 2578699 667156 AT&T INC COM 00206R102 139012 4123768 SH Sole 3812268 311500 AVAGO TECHNOLOGIES LTD SHS Y0486S104 68696 2170450 SH Sole 2009985 160465 AVIS BUDGET GROUP COM 053774105 35867 1809639 SH Sole 1549199 260440 AXIALL CORP 05463D100 25664 621712 SH Sole 450763 170949 BALLY TECHNOLOGIES INC COM 05874B107 19410 434137 SH Sole 382187 51950 BAXTER INTL INC COM 071813109 3733 56002 SH Sole 56002 BEAZER HOMES USA INC COM 07556Q881 16994 1006170 SH Sole 891960 114210 BELDEN INC COM 077454106 23614 524863 SH Sole 363679 161184 BIOGEN IDEC INC COM 09062X103 128496 877884 SH Sole 813804 64080 BIOMARIN PHARMACEUTICAL INC CO 09061G101 34362 698414 SH Sole 698414 BIOSCRIP INC COM 09069N108 2506 232646 SH Sole 112446 120200 BONANZA CREEK ENERGY INC COM 097793103 2175 78276 SH Sole 37046 41230 BOULDER BRANDS INC 101405108 20009 1551106 SH Sole 1274698 276408 BROOKDALE SR LIVING INC COM 112463104 9430 372440 SH Sole 372440 BROWN & BROWN INC COM 115236101 28936 1136518 SH Sole 1008418 128100 CABELAS INC COM 126804301 18952 453936 SH Sole 402886 51050 CABOT OIL & GAS CORP COM 127097103 80309 1614583 SH Sole 1493934 120649 CADENCE DESIGN SYSTEM INC COM 127387108 74753 5533141 SH Sole 4759491 773650 CANADIAN PACIFIC RAILWAY LTD 13645T100 96249 947147 SH Sole 753816 193331 CAPITAL ONE FINL CORP COM 14040H105 212873 3674659 SH Sole 3400345 274314 CARTER INC COM 146229109 17281 310524 SH Sole 276024 34500 CATAMARAN CORP 148887102 30989 657947 SH Sole 416102 241845 CATERPILLAR INC DEL COM 149123101 76057 848770 SH Sole 784805 63965 CAVIUM INC COM 14964U108 19248 616731 SH Sole 616731 CBS CORP-CLASS B NON VOTING 124857202 41609 1093535 SH Sole 1093535 CELGENE CORP COM 151020104 21766 277382 SH Sole 277382 CELLDEX THERAPEUTICS INC NEW C 15117B103 9130 1360582 SH Sole 1258102 102480 CENTENE CORP DEL COM 15135B101 13340 325355 SH Sole 325355 CHARTER COMMUNICATIONS INC DEL 16117M305 17403 228261 SH Sole 228261 CHICOS FAS INC COM 168615102 95562 5176727 SH Sole 4006164 1170563 CHUYS HLDGS INC COM 171604101 1334 59723 SH Sole 28683 31040 CLEAN HBRS INC COM 184496107 14057 255536 SH Sole 226686 28850 COBALT INTL ENERGY INC COM 19075F106 20795 846706 SH Sole 485318 361388 COCA COLA CO COM 191216100 192617 5313583 SH Sole 4918253 395330 COMCAST CORPORATION CMN CLASS 20030n101 113764 3045085 SH Sole 2816735 228350 COMMVAULT SYSTEMS INC COM 204166102 106364 1526847 SH Sole 1224917 301930 COMPUTER SCIENCES CORP COM 205363104 28175 703486 SH Sole 391526 311960 COOPER COS INC COM NEW 216648402 69260 748915 SH Sole 584218 164697 CORELOGIC INC COM 21871D103 67964 2524683 SH Sole 2159242 365441 CORNERSTONE ONDEMAND INC COM 21925Y103 39312 1331269 SH Sole 1234439 96830 COSTAR GROUP INC COM 22160N109 46021 514954 SH Sole 438061 76893 COVANCE INC COM 222816100 20350 352266 SH Sole 312066 40200 COVIDIEN PLC SHS G2552X108 7861 136141 SH Sole 136141 CREE INC CMN 225447101 65713 1933864 SH Sole 1481942 451922 CROWN CASTLE INTL CORP COMMON 228227104 11507 159470 SH Sole 159470 CUMMINS INC COM 231021106 79589 734552 SH Sole 679827 54725 CYBERONICS INC COM 23251P102 32660 621733 SH Sole 569133 52600 CYTEC INDS INC COM 232820100 30969 449931 SH Sole 382121 67810 D R HORTON INC COM 23331A109 9760 493442 SH Sole 284090 209352 DANAHER CORP DEL COM 235851102 20986 375421 SH Sole 375421 DEERE & CO COM 244199105 78915 913156 SH Sole 844743 68413 DELTA AIR LINES INC DEL COM NE 247361702 27364 2305329 SH Sole 2128029 177300 DISCOVER FINL SVCS COM 254709108 240472 6237922 SH Sole 5545430 692492 DOMINOS PIZZA INC COM 25754A201 59509 1366461 SH Sole 1169718 196743 DSW INC CL A 23334L102 27941 425341 SH Sole 377481 47860 EAGLE MATERIALS INC COM 26969P108 82807 1415501 SH Sole 1202401 213100 EBAY INC COM 278642103 169605 3325735 SH Sole 3076935 248800 EDWARDS LIFESCIENCES CORP COM 28176E108 16518 183184 SH Sole 100221 82963 EHEALTH INC COM 28238P109 3533 128557 SH Sole 62267 66290 ELIZABETH ARDEN INC COM 28660G106 36242 805201 SH Sole 714627 90574 ELLIE MAE INC 28849P100 19577 705493 SH Sole 544445 161048 EMC CORP MASS COM 268648102 78983 3121858 SH Sole 2886629 235229 ENDOLOGIX INC COM 29266S106 20467 1437307 SH Sole 1437307 ENERGIZER HLDGS INC COM 29266R108 3234 40434 SH Sole 19254 21180 EQUIFAX INC COM 294429105 39648 732585 SH Sole 402624 329961 EQUINIX INC COM NEW 29444U502 23266 112830 SH Sole 112830 ESTEE LAUDER COS INC CL A 518439104 77159 1288988 SH Sole 1192605 96383 ETHAN ALLEN INTERIORS INC COM 297602104 2726 106013 SH Sole 50743 55270 EXPEDIA INC DEL COM 30212P303 36679 596981 SH Sole 330549 266432 EXPRESS SCRIPTS HOLDING COMPAN 30219G108 125523 2324498 SH Sole 2188598 135900 EZCHIP SEMICONDUCTOR LIMITED O M4146Y108 33347 1008380 SH Sole 950909 57471 FACEBOOK INC CL A 30303M102 120208 4515749 SH Sole 4300199 215550 FEDEX CORP COM 31428X106 91115 993405 SH Sole 950785 42620 FEI CO COM 30241L109 34069 614187 SH Sole 350231 263956 FIDELITY NATIONAL FINANCIAL IN 31620R105 15114 641777 SH Sole 641777 FIRST AMERICAN FINANCIAL 31847R102 17432 723619 SH Sole 411747 311872 FOOT LOCKER INC COM 344849104 12895 401456 SH Sole 225355 176101 FRANCESCAS HLDGS CORP COM 351793104 23181 894001 SH Sole 793301 100700 FRESH MKT INC COM 35804H106 35107 730032 SH Sole 647682 82350 FULLER H B CO COM 359694106 16546 475187 SH Sole 415637 59550 FUSION-IO INC COM 36112J107 66427 2896955 SH Sole 2593955 303000 G-III APPAREL GROUP LTD COM 36237H101 2473 72240 SH Sole 34580 37660 GENERAL ELECTRIC CO COM 369604103 101534 4837243 SH Sole 4470693 366550 GENESEE & WYO INC CL A 371559105 24318 319631 SH Sole 283881 35750 GENOMIC HEALTH INC COM 37244C101 10649 390936 SH Sole 346086 44850 GEOSPACE TECHNOLOGIES CORP COM 37364X109 1417 15940 SH Sole 7650 8290 GILEAD SCIENCES CMN 375558103 204480 2783936 SH Sole 2637766 146170 GNC HLDGS INC COM CL A 36191G107 74372 2234746 SH Sole 1564702 670044 GOOGLE INC CL A 38259P508 202330 286028 SH Sole 264224 21804 GRANITE CONSTR INC COM 387328107 14029 417294 SH Sole 373544 43750 GULFPORT ENERGY CORP COM NEW 402635304 72027 1884537 SH Sole 1622817 261720 HAIN CELESTIAL GROUP INC COM 405217100 48876 901446 SH Sole 766629 134817 HARLEY DAVIDSON INC COM 412822108 16471 337307 SH Sole 191963 145344 HCA INC COM 40412C101 15696 520251 SH Sole 520251 HEARTLAND PMT SYS INC COM 42235N108 21955 744238 SH Sole 660388 83850 HEARTWARE INTL INC COM 422368100 2693 32084 SH Sole 32084 HERSHEY CO COM 427866108 26121 361687 SH Sole 205477 156210 HERTZ GLOBAL HOLDINGS INC COM 42805T105 107505 6607574 SH Sole 5697607 909967 HOLOGIC INC COM 436440101 14993 749252 SH Sole 749252 HOME DEPOT INC COM 437076102 143128 2314108 SH Sole 2139373 174735 HOME INNS & HOTELS MGMT INC SP 43713W107 18373 635750 SH Sole 635750 HURON CONSULTING GROUP COM 447462102 16293 483616 SH Sole 427671 55945 IAC INTERACTIVECORP COM PAR $. 44919P508 92655 1961278 SH Sole 1504299 456979 INFINITY PHARMACEUTICALS INC C 45665G303 8651 247165 SH Sole 219365 27800 INTUITIVE SURGICAL INC COM NEW 46120E602 50715 103421 SH Sole 89445 13976 JOHNSON & JOHNSON COM 478160104 14952 213302 SH Sole 213302 KANSAS CITY SOUTHERN COM NEW 485170302 27430 328586 SH Sole 182470 146116 LAS VEGAS SANDS CORP COM 517834107 108957 2360421 SH Sole 2225026 135395 LATTICE SEMICONDUCTOR CORP COM 518415104 16419 4115019 SH Sole 4115019 LENNAR CORP CL A 526057104 30168 780151 SH Sole 444487 335664 LIBERTY MEDIA CORPORATION LIB 530322106 630 5427 SH Sole 5427 LIMITED BRANDS INC COM 532716107 76423 1623945 SH Sole 1505885 118060 LINKEDIN CORP COM CL A 53578A108 92987 809846 SH Sole 692428 117418 LOUISIANA PAC CORP COM 546347105 41446 2145244 SH Sole 1904269 240975 LULULEMON ATHLETICA INC COM 550021109 43568 571534 SH Sole 527159 44375 LUMBER LIQUIDATORS HLDGS INC C 55003T107 37720 713995 SH Sole 607955 106040 LYONDELLBASELL INDUSTRIES N V N53745100 95582 1674236 SH Sole 1549501 124735 MARTIN MARIETTA MATLS INC COM 573284106 62639 664394 SH Sole 589944 74450 MASCO CORP COM 574599106 65470 3929750 SH Sole 3634000 295750 MASTEC INC COM 576323109 24971 1001646 SH Sole 896696 104950 MASTERCARD INC CL A 57636Q104 240226 488980 SH Sole 452890 36090 MAXIM INTEGRATED PRODS INC COM 57772K101 282 9600 SH Sole 9600 MEDASSETS INC COM 584045108 43262 2579742 SH Sole 2288792 290950 MEDIDATA SOLUTIONS INC COM 58471A105 1284 32784 SH Sole 15694 17090 MEDIVATION INC COM 58501N101 122422 2392915 SH Sole 1973536 419379 MEDNAX INC CMN 58502b106 1365 17163 SH Sole 8263 8900 MEDTRONIC INC CMN 585055106 19921 485634 SH Sole 485634 MELLANOX TECHNOLOGIES LTD SHS M51363113 35761 602245 SH Sole 539312 62933 MERITAGE HOMES CORP COM 59001A102 21912 586673 SH Sole 520438 66235 MICHAEL KORS HLDGS LTD SHS G60754101 133272 2611640 SH Sole 2165472 446168 MILLENNIAL MEDIA INC COM 60040N105 20514 1637201 SH Sole 1388631 248570 MOHAWK INDS INC COM 608190104 24320 268814 SH Sole 152211 116603 MONOLITHIC PWR SYS INC COM 609839105 37537 1684795 SH Sole 1684795 MONSANTO CO NEW COM 61166W101 182459 1927721 SH Sole 1782518 145203 MYLAN INC COM 628530107 13139 478634 SH Sole 478634 MYRIAD GENETICS INC CMN 62855j104 17551 644069 SH Sole 589969 54100 NATURAL GROCERS BY VITAMIN COT 63888U108 10466 548248 SH Sole 484648 63600 NETSUITE INC COM 64118Q107 51643 767349 SH Sole 655123 112226 NEWELL RUBBERMAID INC COM 651229106 20473 919306 SH Sole 525673 393633 NIC INC COM 62914B100 1412 86433 SH Sole 41503 44930 NIKE INC CL B 654106103 116960 2266676 SH Sole 2098076 168600 NOBLE ENERGY INC COM 655044105 169463 1665644 SH Sole 1539522 126122 NORDSON CORP COM 655663102 17056 270221 SH Sole 230091 40130 NPS PHARMACEUTICALS INC COM 62936P103 27 3002 SH Sole 405179 NXP SEMICONDUCTORS N V COM N6596X109 58467 2221375 SH Sole 1782913 438462 OASIS PETE INC NEW COM 674215108 36801 1157262 SH Sole 1026696 130566 ONYX PHARMACEUTICALS COM 683399109 27485 363893 SH Sole 363893 OREXIGEN THERAPEUTICS, INC. CM 686164104 5746 1094473 SH Sole 1094473 OSI SYSTEMS INC COM 671044105 23972 374328 SH Sole 331320 43008 PALL CORP COM 696429307 11161 185215 SH Sole 185215 PDC ENERGY INC COM 69327R101 20472 616438 SH Sole 517238 99200 PENTAIR LTD-REGISTERED H6169Q108 31969 650436 SH Sole 361187 289249 PERKINELMER INC CMN 714046109 59960 1889093 SH Sole 1677193 211900 PFIZER INC COM 717081103 234234 9339720 SH Sole 8686395 653325 PIER 1 IMPORTS INC COM 720279108 56918 2845885 SH Sole 2464687 381198 PIONEER NAT RES CO COM 723787107 70742 663682 SH Sole 613682 50000 PPG INDS INC COM 693506107 41209 304464 SH Sole 263049 41415 PRIVATEBANCORP INC COM 742962103 13724 895832 SH Sole 794082 101750 PROCERA NETWORKS INC COM NEW 74269U203 24052 1296593 SH Sole 1296593 PROCTER & GAMBLE CO COM 742718109 138824 2044834 SH Sole 1889184 155650 PULTE GROUP INC COM 745867101 48000 2643176 SH Sole 2256706 386470 QIAGEN NV ORD N72482107 19253 1060783 SH Sole 941283 119500 QIHOO 360 TECHNOLOGY CO LTD AD 74734M109 10895 366963 SH Sole 366963 QUALCOMM INC COM 747525103 210154 3397280 SH Sole 3144310 252970 QUANTA SVCS INC COM 74762E102 32667 1197015 SH Sole 877429 319586 RACKSPACE HOSTING, INC. CMN 750086100 12607 169739 SH Sole 169739 REALOGY HLDGS CORP COM 75605Y106 62316 1485129 SH Sole 1157042 328087 REGENERON PHARMACEUTICALS COM 75886F107 54478 318452 SH Sole 251641 66811 RENASANT CORP COM 75970E107 1149 60031 SH Sole 27758 32273 REX ENERGY CORPORATION COM 761565100 19609 1506064 SH Sole 1336325 169739 RYLAND GROUP INC COM 783764103 65932 1806353 SH Sole 1604053 202300 SALESFORCE COM INC COM 79466L302 125466 746377 SH Sole 691517 54860 SALIX PHARMACEUTICALS, LTD. CM 795435106 5422 133958 SH Sole 133958 SBA COMMUNICATIONS CORP COM 78388J106 40366 568700 SH Sole 351974 216726 SERVICENOW INC 81762P102 63258 2106477 SH Sole 1657898 448579 SHERWIN WILLIAMS CO COM 824348106 74719 485756 SH Sole 449211 36545 SIGMA ALDRICH CORP COM 826552101 9401 127772 SH Sole 127772 SIGNATURE BK NEW YORK N Y COM 82669G104 58508 820129 SH Sole 702994 117135 SIRIUS SATELLITE RADIO COM 82967N108 95023 32879946 SH Sole 30999296 1880650 SIRONA DENTAL SYSTEMS INC COM 82966C103 35041 543601 SH Sole 482461 61140 SMITH A O COM 831865209 40459 641500 SH Sole 569150 72350 SPLUNK INC COM 848637104 15318 527845 SH Sole 527845 SPRINT NEXTEL CORP COM SER 1 852061100 14244 2512099 SH Sole 1427705 1084394 SPS COMM INC COM 78463M107 2174 58333 SH Sole 28023 30310 STAGE STORES INC 85254C305 1796 72480 SH Sole 34710 37770 STANDARD PAC CORP NEW COM 85375C101 6787 923434 SH Sole 442074 481360 STARBUCKS CORP COM 855244109 150378 2803998 SH Sole 2593193 210805 STARWOOD HOTELS&RESORTS WRLDWD 85590A401 3905 68080 SH Sole 68080 STEWART INFORMATION SVCS CORP 860372101 2580 99212 SH Sole 47522 51690 SUSSER HLDGS CORP COM 869233106 16804 487211 SH Sole 409851 77360 TANGOE INC COM 87582Y108 16654 1402996 SH Sole 1194707 208289 TEAM HEALTH HOLDINGS INC COM 87817A107 14903 518018 SH Sole 518018 TERADATA CORP DEL COM 88076W103 91575 1479639 SH Sole 1291461 188178 TEXAS CAPITAL BANCSHARES INC C 88224Q107 14590 325530 SH Sole 276840 48690 TEXAS INDS INC COM 882491103 27246 534136 SH Sole 473902 60234 THORATEC CORP COM NEW 885175307 7606 202723 SH Sole 202723 THRESHOLD PHARMACEUTICAL INC C 885807206 3079 731394 SH Sole 731394 TILE SHOP HLDGS INC COM 88677Q109 2903 172500 SH Sole 82430 90070 TOLL BROTHERS INC COM 889478103 27298 844370 SH Sole 479919 364451 TRIMBLE NAVIGATION LTD COM 896239100 46398 776148 SH Sole 513925 262223 TRIUMPH GROUP INC NEW COM 896818101 47209 722959 SH Sole 627659 95300 U S G CORP COM NEW 903293405 33829 1205180 SH Sole 687305 517875 ULTA SALON COSMETCS & FRAG INC 90384S303 124263 1264635 SH Sole 1024120 240515 ULTIMATE SOFTWARE GROUP INC CO 90385D107 1190 12600 SH Sole 12600 ULTRATECH INC COM 904034105 29332 786393 SH Sole 698157 88236 UNDER ARMOUR INC CL A 904311107 20745 427465 SH Sole 240519 186946 UNION PAC CORP COM 907818108 141742 1127444 SH Sole 1043084 84360 UNITED NAT FOOD INC COM 911163103 30107 561806 SH Sole 497556 64250 UNITED PARCEL SERVICE INC CL B 911312106 4328 58700 SH Sole 58700 UNITEDHEALTH GROUP INC COM 91324P102 16595 305959 SH Sole 305959 URBAN OUTFITTERS INC COM 917047102 89664 2278054 SH Sole 1923679 354375 VALEANT PHARMACEUTICALS INTL I 91911K102 138596 2318814 SH Sole 2167044 151770 VERTEX PHARMACEUTICALS INC COM 92532F100 3673 87667 SH Sole 87667 VIROPHARMA INC COM 928241108 10453 459260 SH Sole 459260 VISA INC COM CL A 92826C839 233020 1537276 SH Sole 1419965 117311 VITAMIN SHOPPE INC COM 92849E101 43406 756730 SH Sole 672157 84573 VMWARE INC CL A COM 928563402 767 8150 SH Sole 8150 VOCERA COMMUNICATIONS INC COM 92857F107 13026 518969 SH Sole 440759 78210 VOLCANO CORPORATION CMN 928645100 7634 323342 SH Sole 323342 VULCAN MATLS CO 929160109 40633 780646 SH Sole 434963 345683 WALTER INVT MGMT CORP COM 93317W102 25757 598728 SH Sole 531178 67550 WARNER CHILCOTT PLC IRELAND SH G94368100 5840 485013 SH Sole 485013 WESTLAKE CHEM CORP COM 960413102 23281 293583 SH Sole 163780 129803 WHIRLPOOL CORP COM 963320106 101916 1001634 SH Sole 819631 182003 WHITEWAVE FOODS CO COM CL A 966244105 14795 952033 SH Sole 843983 108050 WHOLE FOODS MKT INC COM 966837106 124399 1364624 SH Sole 1228213 136411 WILLIAMS SONOMA INC COM 969904101 33970 776110 SH Sole 688960 87150 XILINX INCORPORATED CMN 983919101 30954 863180 SH Sole 863180 YUM BRANDS INC COM 988498101 70235 1057753 SH Sole 977393 80360