The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 MANAGER SOLE SHARED NONE
TERRA NITROGEN CO L P COM UNIT COM 881005201 214 1,000 SH   SOLE   1,000 0 0
NEWMARKET CORP COM COM 651587107 339 1,290 SH   SOLE   1,290 0 0
3M CO COM COM 88579Y101 207 1,894 SH   SOLE   1,894 0 0
CHEVRON CORP NEW COM COM 166764100 237 2,000 SH   SOLE   1,200 0 800
BOSTON PROPERTIES INC COM COM 101121101 232 2,200 SH   SOLE   2,200 0 0
UNION PAC CORP COM COM 907818108 432 2,800 SH   SOLE   0 0 2,800
UNITEDHEALTH GROUP INC COM COM 91324P102 210 3,200 SH   SOLE   0 0 3,200
CRACKER BARREL OLD CTRY STORE COM 22410J106 317 3,350 SH   SOLE   3,350 0 0
EMERSON ELEC CO COM COM 291011104 218 4,000 SH   SOLE   0 0 4,000
INTERNATIONAL BUSINESS MACHS C COM 459200101 899 4,703 SH   SOLE   4,703 0 0
VENTAS INC COM 92276F100 328 4,719 SH   SOLE   4,719 0 0
CHUBB CORP COM COM 171232101 405 4,779 SH   SOLE   4,779 0 0
AT&T INC COM COM 00206R102 200 5,640 SH   SOLE   5,640 0 0
ANHEUSER BUSCH INBEV SA/NV SPO COM 03524A108 546 6,050 SH   SOLE   6,050 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 751 6,713 SH   SOLE   213 0 6,500
LIGAND PHARMACEUTICALS CL B COM 53220K207 254 6,800 SH   SOLE   6,800 0 0
COCA-COLA FEMSA SAB-SP ADR COM 191241108 981 6,990 SH   SOLE   6,990 0 0
MEDTRONIC INC COM COM 585055106 362 7,034 SH   SOLE   5,936 0 1,098
INTER PARFUMS INC COM COM 458334109 202 7,100 SH   SOLE   7,100 0 0
PROCTER & GAMBLE CO COM COM 742718109 548 7,117 SH   SOLE   5,117 0 2,000
MEAD JOHNSON NUTRITION CO COM 582839106 581 7,330 SH   SOLE   7,330 0 0
INGREDION INC COM 457187102 537 8,180 SH   SOLE   8,180 0 0
MCCORMICK & CO INC COM 579780206 587 8,340 SH   SOLE   8,340 0 0
COLGATE PALMOLIVE CO COM COM 194162103 510 8,910 SH   SOLE   910 0 8,000
PALL CORP COM COM 696429307 638 9,600 SH   SOLE   0 0 9,600
GP STRATEGIES CORP COM COM 36225V104 243 10,200 SH   SOLE   10,200 0 0
WHITEWAVE FOODS CO-B COM 966244204 164 10,768 SH   SOLE   10,768 0 0
GENUINE PARTS CO COM COM 372460105 891 11,410 SH   SOLE   11,410 0 0
SMUCKER J M CO COM 832696405 1,235 11,970 SH   SOLE   11,970 0 0
NORTHERN TR CORP COM COM 665859104 700 12,096 SH   SOLE   12,096 0 0
U S PHYSICAL THERAPY COM COM 90337L108 334 12,100 SH   SOLE   12,100 0 0
PANDORA MEDIA INC COM COM 698354107 230 12,500 SH   SOLE   12,500 0 0
JOHNSON & JOHNSON COM COM 478160104 1,073 12,500 SH   SOLE   6,500 0 6,000
MARATHON PETE CORP COM COM 56585A102 892 12,550 SH   SOLE   12,550 0 0
ACUITY BRANDS INC COM COM 00508Y102 958 12,690 SH   SOLE   12,690 0 0
KIMBERLY CLARK CORP COM COM 494368103 1,254 12,910 SH   SOLE   11,910 0 1,000
ENGILITY HOLDINGS INC. COM 29285W104 378 13,300 SH   SOLE   13,300 0 0
ENTERPRISE PRODS PARTN COM 293792107 861 13,850 SH   SOLE   13,680 0 170
AIR PRODS & CHEMS INC COM COM 009158106 1,296 14,150 SH   SOLE   14,150 0 0
TIME WARNER INC COM NEW COM 887317303 863 14,920 SH   SOLE   14,920 0 0
AUDIENCE INC COM COM 05070J102 198 15,000 SH   SOLE   15,000 0 0
PEPSICO INC COM COM 713448108 1,236 15,111 SH   SOLE   15,111 0 0
KINDER MORGAN ENERGY PARTNERS COM 494550106 1,349 15,800 SH   SOLE   15,800 0 0
EXXON MOBIL CORP COM COM 30231G102 1,485 16,432 SH   SOLE   14,670 0 1,762
FOREST LABS INC COM COM 345838106 681 16,600 SH   SOLE   16,600 0 0
ASTRONICS CORP COM COM 046433108 689 16,850 SH   SOLE   16,850 0 0
CALGON CARBON CORP COM COM 129603106 285 17,100 SH   SOLE   17,100 0 0
TUPPERWARE CORP COM 899896104 1,334 17,170 SH   SOLE   17,170 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 1,252 18,175 SH   SOLE   18,175 0 0
CARDIOVASCULAR SYS INC DEL COM COM 141619106 388 18,300 SH   SOLE   18,300 0 0
WYNDHAM WORLDWIDE CORP COM COM 98310W108 1,053 18,400 SH   SOLE   18,400 0 0
KELLOGG CO COM 487836108 1,186 18,460 SH   SOLE   18,460 0 0
AMERICAN CAPITAL AGENCY CORP C COM 02503X105 426 18,530 SH   SOLE   18,300 0 230
JOHN BEAN TECHNOLOGIES CORP CO COM 477839104 395 18,800 SH   SOLE   18,800 0 0
ANALOG DEVICES INC COM 032654105 893 19,810 SH   SOLE   19,810 0 0
SCHLUMBERGER LTD COM COM 806857108 1,422 19,849 SH   SOLE   16,799 0 3,050
GLAXOSMITHKLINE PLC ADR COM 37733W105 1,000 20,020 SH   SOLE   20,020 0 0
REYNOLDS AMERICAN INC COM COM 761713106 1,016 21,000 SH   SOLE   21,000 0 0
SANGAMO BIOSCIENCES COM 800677106 169 21,600 SH   SOLE   21,600 0 0
STEALTHGAS INC COM Y81669106 239 21,700 SH   SOLE   21,700 0 0
CHEMOCENTRYX INC COM COM 16383L106 307 21,700 SH   SOLE   21,700 0 0
AMERICAN WTR WKS CO INC NEW CO COM 030420103 924 22,420 SH   SOLE   22,420 0 0
BCE INC COM NEW COM 05534B760 1,000 24,370 SH   SOLE   24,370 0 0
ROUSE PPTYS INC COM COM 779287101 491 25,000 SH   SOLE   25,000 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 3,785 25,025 SH   SOLE   22,090 0 2,935
VIROPHARMA INC COM COM 928241108 739 25,800 SH   SOLE   25,800 0 0
QLT INC COM COM 746927102 116 26,500 SH   SOLE   26,500 0 0
CAMBREX CORP COM COM 132011107 376 26,900 SH   SOLE   26,900 0 0
CVS CAREMARK CORPORATION COM COM 126650100 1,550 27,100 SH   SOLE   25,100 0 2,000
SYSCO CORP COM COM 871829107 936 27,390 SH   SOLE   27,390 0 0
KERYX BIOPHARMACEUTCLS COM 492515101 207 27,700 SH   SOLE   27,700 0 0
ORACLE CORP COM COM 68389X105 854 27,798 SH   SOLE   21,978 0 5,820
DOUGLAS DYNAMICS INC COM COM 25960R105 362 27,900 SH   SOLE   27,900 0 0
SANOFI AVENTIS SPONSORED ADR COM 80105N105 1,455 28,240 SH   SOLE   28,240 0 0
MACQUARIE INFRASTRUCTURE CO COM 55608B105 1,523 28,500 SH   SOLE   28,500 0 0
DEAN FOODS CO COM 242370104 297 29,600 SH   SOLE   29,600 0 0
METLIFE INC COM COM 59156R108 1,385 30,260 SH   SOLE   30,260 0 0
MUELLER WTR PRODS INC COM SER COM 624758108 211 30,600 SH   SOLE   30,600 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 1,545 30,700 SH   SOLE   25,450 0 5,250
ABBVIE INC COM 00287Y109 1,353 32,740 SH   SOLE   32,740 0 0
MAIDEN HOLDINGS LTD. COM G5753U112 370 33,000 SH   SOLE   33,000 0 0
CALIX INC COM COM 13100M509 345 34,200 SH   SOLE   34,200 0 0
S & W SEED COMPANY COM 785135104 297 35,400 SH   SOLE   35,400 0 0
INPHI CORP COM COM 45772F107 392 35,600 SH   SOLE   35,600 0 0
LOWES COS INC COM COM 548661107 1,523 37,243 SH   SOLE   30,100 0 7,143
ATMI INC COM COM 00207R101 987 41,730 SH   SOLE   41,730 0 0
ARRAY BIOPHARMA INC COM 04269X105 195 43,000 SH   SOLE   43,000 0 0
QUESTAR CORP COM 748356102 1,029 43,150 SH   SOLE   43,150 0 0
AXIALL CORP COM 05463D100 1,839 43,187 SH   SOLE   39,987 0 3,200
ALTRIA GROUP INC COM COM 02209S103 1,519 43,408 SH   SOLE   43,408 0 0
INVENTURE FOODS INC COM COM 461212102 375 44,800 SH   SOLE   44,800 0 0
JETBLUE AIRWAYS CORP COM 477143101 293 46,600 SH   SOLE   46,600 0 0
KEY ENERGY SVCS INC COM 492914106 287 48,300 SH   SOLE   48,300 0 0
NVR INC COM 62944T105 49,825 54,040 SH   SOLE   35,485 0 18,555
PLUM CREEK TIMBER CO INC COM COM 729251108 2,646 56,700 SH   SOLE   53,500 0 3,200
LILLY ELI & CO COM COM 532457108 2,991 60,900 SH   SOLE   55,700 0 5,200
EQUINIX INC COM 29444U502 12,563 68,010 SH   SOLE   48,465 0 19,545
LASALLE HOTEL PPTYS COM SH BEN COM 517942108 18,483 70,900 SH   SOLE   462,780 0 285,510
ACCURAY INC COM 004397105 432 75,200 SH   SOLE   75,200 0 0
FASTENAL CO COM 311900104 3,889 84,935 SH   SOLE   75,735 0 9,200
NOVAVAX INC COM COM 670002104 176 85,900 SH   SOLE   85,900 0 0
WEX INC COM COM 96208T104 7,937 103,480 SH   SOLE   64,000 0 39,480
VALUEVISION MEDIA INC CL A COM 92047K107 574 112,400 SH   SOLE   112,400 0 0
EATON VANCE CORP COM NON VTG COM 278265103 4,266 113,479 SH   SOLE   113,479 0 0
F5 NETWORKS INC COM 315616102 8,406 122,180 SH   SOLE   85,930 0 36,250
PVH CORP COM 693656100 17,383 139,010 SH   SOLE   98,430 0 40,580
ARBOR RLTY TR INC COM COM 038923108 940 149,650 SH   SOLE   149,650 0 0
MICROSOFT CORP COM COM 594918104 5,279 152,810 SH   SOLE   127,150 0 25,660
WYNN RESORTS LTD COM COM 983134107 19,894 155,455 SH   SOLE   124,285 0 31,170
CHURCH & DWIGHT INC COM COM 171340102 10,833 175,539 SH   SOLE   124,959 0 50,580
FIVE BELOW COM 33829M101 6,661 180,809 SH   SOLE   111,730 0 69,079
PRICELINE COM INC COM NEW COM 741503403 150,664 182,254 SH   SOLE   155,125 0 27,129
ECHOSTAR CORP CL A COM 278768106 7,138 182,513 SH   SOLE   112,510 0 70,003
PUMA BIOTECHNOLOGY INC COM COM 74587V107 8,191 184,600 SH   SOLE   114,180 0 70,420
ULTIMATE SOFTWARE GROUP INC CO COM 90385D107 22,363 190,664 SH   SOLE   121,335 0 69,329
AMERICAN RAILCAR INDS COM COM 02916P103 6,718 200,484 SH   SOLE   123,880 0 76,604
SPX CORP COM 784635104 15,286 212,365 SH   SOLE   150,560 0 61,805
ISHARES TR RUSL 2000 GROW COM 464287648 24,057 215,740 SH   SOLE   0 0 215,740
TRIUMPH GROUP INC NEW COM COM 896818101 17,936 226,607 SH   SOLE   147,834 0 78,773
LINKEDIN CORPORATION COM 53578A108 41,422 232,315 SH   SOLE   184,540 0 47,775
MWI VETERINARY SUPPLY INC COM COM 55402X105 28,799 233,681 SH   SOLE   144,510 0 89,171
TIFFANY & CO NEW COM COM 886547108 17,468 239,810 SH   SOLE   168,350 0 71,460
OIL STS INTL INC COM COM 678026105 22,222 239,875 SH   SOLE   148,415 0 91,460
VIRTUSA CORP COM COM 92827P102 5,637 254,400 SH   SOLE   156,730 0 97,670
GENERAL ELECTRIC CO COM COM 369604103 6,108 263,402 SH   SOLE   224,502 0 38,900
CHECK POINT SOFTWARE TECH LTD COM M22465104 13,648 274,715 SH   SOLE   252,805 0 21,910
ALBEMARLE CORP COM COM 012653101 17,361 278,720 SH   SOLE   196,980 0 81,740
NATURAL GROCERS BY VITAMIN COT COM 63888U108 8,647 278,934 SH   SOLE   172,565 0 106,369
MARTIN MARIETTA MATLS INC COM COM 573284106 27,749 281,945 SH   SOLE   176,620 0 105,325
DARDEN RESTAURANTS INC COM 237194105 14,286 283,000 SH   SOLE   201,190 0 81,810
COSTAR GROUP INC COM 22160N109 38,200 295,967 SH   SOLE   183,090 0 112,877
MONOLITHIC PWR SYS INC COM COM 609839105 7,170 297,420 SH   SOLE   183,975 0 113,445
MOHAWK INDS INC COM 608190104 33,891 301,280 SH   SOLE   213,540 0 87,740
FLEETMATICS GROUP PLC COM COM G35569105 10,031 301,866 SH   SOLE   186,640 0 115,226
MERCADOLIBRE INC COM 58733R102 34,220 317,560 SH   SOLE   192,500 0 125,060
VULCAN MATLS CO COM 929160109 15,542 321,040 SH   SOLE   226,840 0 94,200
DISCOVERY COMMUNICATNS NEW COM COM 25470F104 24,903 322,405 SH   SOLE   226,355 0 96,050
TRACTOR SUPPLY CO COM 892356106 38,235 325,278 SH   SOLE   201,628 0 123,650
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 20,519 327,577 SH   SOLE   276,942 0 50,635
BARD C R INC COM COM 067383109 35,822 329,610 SH   SOLE   233,750 0 95,860
STARWOOD HOTELS&RESORTS WRLDWD COM 85590A401 21,217 335,760 SH   SOLE   235,620 0 100,140
MAST THERAPEUTICS INC COM COM 576314108 145 337,600 SH   SOLE   337,600 0 0
SBA COMMUNICATIONS CORP COM COM 78388J106 26,398 356,160 SH   SOLE   226,360 0 129,800
DOLLAR GEN CORP COM COM 256677105 18,224 361,380 SH   SOLE   253,860 0 107,520
ABERCROMBIE & FITCH CO CL A COM 002896207 16,353 361,400 SH   SOLE   255,840 0 105,560
INTERXION HOLDINGS NV COM N47279109 9,501 363,620 SH   SOLE   224,830 0 138,790
GOOGLE INC CL A COM 38259P508 323,460 367,414 SH   SOLE   312,788 0 54,626
SHUTTERFLY INC COM COM 82568P304 20,686 369,990 SH   SOLE   228,710 0 141,280
GARTNER INC COM COM 366651107 21,174 371,542 SH   SOLE   261,077 0 110,465
MADDEN STEVEN LTD COM COM 556269108 18,678 386,073 SH   SOLE   238,585 0 147,488
CYBERONICS INC COM COM 23251P102 20,643 397,290 SH   SOLE   245,650 0 151,640
WILLIS GROUP HOLDINGS PUBLIC L COM G96666105 16,399 402,140 SH   SOLE   331,800 0 70,340
TERADATA CORP DEL COM COM 88076W103 20,555 409,221 SH   SOLE   289,401 0 119,820
LIBERTY GLOBAL PLC SHS CL A COM G5480U104 30,494 414,940 SH   SOLE   338,390 0 76,550
AKAMAI TECHNOLOGIES INC COM COM 00971T101 17,679 415,490 SH   SOLE   295,090 0 120,400
ENSCO PLC COM G3157S106 24,275 417,672 SH   SOLE   352,687 0 64,985
AMAZON COM INC COM COM 023135106 120,909 435,413 SH   SOLE   370,683 0 64,730
AMC NETWORKS INC CL A COM 00164V103 28,485 436,023 SH   SOLE   306,170 0 129,853
LITHIA MTRS INC CL A COM 536797103 23,277 436,640 SH   SOLE   270,010 0 166,630
XILINX INC COM COM 983919101 17,409 439,500 SH   SOLE   310,770 0 128,730
REINSURANCE GROUP AMER COM COM 759351604 30,668 443,760 SH   SOLE   312,200 0 131,560
EVEREST RE GROUP LTD COM COM G3223R108 58,502 456,122 SH   SOLE   276,322 0 179,800
MEADWESTVACO CORP COM 583334107 15,579 456,730 SH   SOLE   323,050 0 133,680
CHEESECAKE FACTORY INC COM COM 163072101 19,195 458,224 SH   SOLE   312,515 0 145,709
MULTIMEDIA GAMES INC COM 625453105 12,521 480,280 SH   SOLE   316,480 0 163,800
METTLER TOLEDO INTERNATIONAL C COM 592688105 96,837 481,296 SH   SOLE   306,906 0 174,390
NORFOLK SOUTHERN CORP COM COM 655844108 35,346 486,525 SH   SOLE   421,705 0 64,820
MADISON SQUARE GARDEN CO COM 55826P100 28,837 486,700 SH   SOLE   300,780 0 185,920
NORDSTROM INC COM COM 655664100 29,770 496,665 SH   SOLE   349,325 0 147,340
GUIDEWIRE SOFTWARE INC COM COM 40171V100 20,984 499,025 SH   SOLE   321,375 0 177,650
COVANCE INC COM COM 222816100 38,583 506,725 SH   SOLE   306,915 0 199,810
PENNYMAC FINANCIAL SERVICES COM 70932B101 10,817 508,580 SH   SOLE   314,510 0 194,070
BALLY TECHNOLOGIES INC COM COM 05874B107 29,091 515,630 SH   SOLE   328,310 0 187,320
CONCUR TECHNOLOGIES INC COM COM 206708109 42,431 521,400 SH   SOLE   316,150 0 205,250
EASTMAN CHEM CO COM 277432100 36,637 523,306 SH   SOLE   420,788 0 102,518
CELANESE CORP DEL COM SER A COM 150870103 23,733 529,757 SH   SOLE   334,985 0 194,772
MICROCHIP TECHNOLOGY COM 595017104 19,889 533,925 SH   SOLE   376,025 0 157,900
ROBERT HALF INTL INC COM 770323103 17,924 539,390 SH   SOLE   326,640 0 212,750
RENT A CTR INC NEW COM COM 76009N100 20,616 549,029 SH   SOLE   359,080 0 189,949
BLACKSTONE MTG TR INC COM CL A COM 09257W100 13,610 551,020 SH   SOLE   344,070 0 206,950
JONES LANG LASALLE INC COM COM 48020Q107 50,487 553,951 SH   SOLE   342,125 0 211,826
GREEN DOT CORP CL A COM 39304D102 11,126 557,688 SH   SOLE   344,930 0 212,758
PPG INDS INC COM COM 693506107 81,933 559,608 SH   SOLE   482,008 0 77,600
GAMESTOP CORP NEW CL A COM 36467W109 23,646 562,590 SH   SOLE   397,920 0 164,670
UNITED RENTALS INC COM COM 911363109 28,365 568,325 SH   SOLE   363,825 0 204,500
SOLARWINDS INC COM COM 83416B109 22,076 568,838 SH   SOLE   357,930 0 210,908
DEXCOM INC COM COM 252131107 12,857 572,710 SH   SOLE   354,130 0 218,580
COLFAX CORP COM COM 194014106 30,662 588,419 SH   SOLE   375,000 0 213,419
HUNT J B TRANS SVCS INC COM COM 445658107 42,558 589,125 SH   SOLE   471,625 0 117,500
LAM RESEARCH CORP COM COM 512807108 26,387 595,106 SH   SOLE   360,700 0 234,406
CORPORATE EXECUTIVE BRD CO COM COM 21988R102 38,122 603,008 SH   SOLE   372,955 0 230,053
PRECISION CASTPARTS CORP COM COM 740189105 136,841 605,465 SH   SOLE   510,505 0 94,960
TRANSDIGM GROUP INC COM COM 893641100 95,377 608,392 SH   SOLE   395,363 0 213,029
NICE SYS LTD SPONSORED ADR COM 653656108 22,454 608,683 SH   SOLE   571,783 0 36,900
WATSCO INC COM COM 942622200 51,200 609,812 SH   SOLE   394,547 0 215,265
ROCKWOOD HLDGS INC COM COM 774415103 39,120 610,965 SH   SOLE   370,615 0 240,350
MATSON INC COM COM 57686G105 15,372 614,892 SH   SOLE   380,285 0 234,607
BRIGHT HORIZONS FAM SOL IN DEL COM 109194100 21,820 628,650 SH   SOLE   388,820 0 239,830
CYTEC INDS INC COM 232820100 46,174 630,370 SH   SOLE   382,370 0 248,000
MONEYGRAM INTL INC COM NEW COM 60935Y208 15,191 670,672 SH   SOLE   413,478 0 257,194
NETAPP INC COM COM 64110D104 25,852 684,290 SH   SOLE   484,050 0 200,240
MILLER HERMAN INC COM COM 600544100 18,990 701,521 SH   SOLE   433,920 0 267,601
IDEXX LABS INC COM COM 45168D104 64,649 720,810 SH   SOLE   458,790 0 262,020
IHS INC CL A COM 451734107 76,208 730,104 SH   SOLE   465,615 0 264,489
IXIA COM 45071R109 13,466 731,817 SH   SOLE   452,540 0 279,277
AMERIPRISE FINL INC COM COM 03076C106 59,560 736,405 SH   SOLE   586,655 0 149,750
FLEETCOR TECHNOLOGIES INC COM COM 339041105 59,940 737,265 SH   SOLE   447,445 0 289,820
AMERICAN TOWER CORP CL A COM 03027X100 54,291 741,987 SH   SOLE   618,397 0 123,590
HUBBELL INC CL B COM 443510201 73,730 744,747 SH   SOLE   451,585 0 293,162
COMMUNITY HEALTH SYS INC COM 203668108 35,581 758,990 SH   SOLE   455,550 0 303,440
LANDSTAR SYS INC COM COM 515098101 39,955 775,815 SH   SOLE   468,060 0 307,755
HARMAN INTL INDS INC COM COM 413086109 42,718 788,151 SH   SOLE   478,870 0 309,281
STANLEY BLACK & DECKER INC COM COM 854502101 61,071 790,057 SH   SOLE   630,807 0 159,250
TIMKEN CO COM COM 887389104 44,481 790,356 SH   SOLE   479,401 0 310,955
FXCM INC COM CL A COM 302693106 13,141 800,787 SH   SOLE   495,175 0 305,612
MATTEL INC COM COM 577081102 36,292 800,970 SH   SOLE   569,210 0 231,760
VALIDUS HOLDINGS LTD COM SHS COM G9319H102 29,389 813,650 SH   SOLE   514,800 0 298,850
STERIS CORP COM COM 859152100 35,434 826,356 SH   SOLE   510,945 0 315,411
QUIDEL CORP COM COM 74838J101 21,181 829,636 SH   SOLE   513,264 0 316,372
ECOLAB INC COM COM 278865100 70,786 830,915 SH   SOLE   689,110 0 141,805
WESTERN REFNG INC COM 959319104 25,019 891,310 SH   SOLE   551,170 0 340,140
OCCIDENTAL PETE CORP DEL COM COM 674599105 80,009 896,659 SH   SOLE   748,364 0 148,295
APPLE INC COM COM 037833100 358,597 904,338 SH   SOLE   773,404 0 130,934
KAPSTONE PAPER & PACKAGING CRP COM 48562P103 36,423 906,496 SH   SOLE   560,735 0 345,761
OWENS CORNING NEW COM COM 690742101 35,881 918,150 SH   SOLE   576,690 0 341,460
GNC HLDGS INC COM CL A COM 36191G107 40,762 922,005 SH   SOLE   595,625 0 326,380
RED HAT INC COM COM 756577102 44,358 927,610 SH   SOLE   752,200 0 175,410
TOLL BROTHERS INC COM 889478103 30,361 930,460 SH   SOLE   754,670 0 175,790
PROGRESSIVE WASTE SOLUTIONS LT COM 74339G101 20,258 941,792 SH   SOLE   582,445 0 359,347
CADENCE DESIGN SYSTEM INC COM COM 127387108 13,694 945,736 SH   SOLE   633,770 0 311,966
HOMEAWAY INC COM COM 43739Q100 30,871 954,570 SH   SOLE   609,860 0 344,710
WESCO INTL INC COM COM 95082P105 65,019 956,725 SH   SOLE   660,575 0 296,150
BORGWARNER INC COM COM 099724106 83,234 966,148 SH   SOLE   827,328 0 138,820
AVAGO TECHNOLOGIES LTD SHS COM Y0486S104 36,127 966,465 SH   SOLE   586,655 0 379,810
HURON CONSULTING GROUP INC COM COM 447462102 44,926 971,564 SH   SOLE   620,620 0 350,944
DENTSPLY INTL INC NEW COM COM 249030107 40,647 992,366 SH   SOLE   596,190 0 396,176
MEDIVATION INC COM COM 58501N101 49,141 998,800 SH   SOLE   756,690 0 242,110
HERTZ GLOBAL HOLDINGS INC COM COM 42805T105 24,838 1,001,497 SH   SOLE   609,010 0 392,487
XPO LOGISTICS INC COM COM 983793100 18,182 1,005,068 SH   SOLE   621,682 0 383,386
TEAM HEALTH HOLDINGS INC COM COM 87817A107 41,321 1,006,093 SH   SOLE   622,215 0 383,878
PACKAGING CORP AMER COM COM 695156109 49,793 1,017,017 SH   SOLE   638,600 0 378,417
JUNIPER NETWORKS INC COM COM 48203R104 19,917 1,031,420 SH   SOLE   733,510 0 297,910
INFORMATICA CORP COM 45666Q102 36,197 1,034,800 SH   SOLE   627,330 0 407,470
SIGNET JEWELERS LIMITED SHS COM G81276100 70,010 1,038,265 SH   SOLE   719,660 0 318,605
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 188,587 1,041,746 SH   SOLE   728,935 0 312,811
VISA INC COM CL A COM 92826C839 196,500 1,075,239 SH   SOLE   916,062 0 159,177
B/E AEROSPACE INC COM COM 073302101 68,074 1,079,179 SH   SOLE   747,155 0 332,024
LKQ CORP COM COM 501889208 27,965 1,086,050 SH   SOLE   659,110 0 426,940
ARUBA NETWORKS INC COM COM 043176106 16,924 1,101,780 SH   SOLE   681,310 0 420,470
ALLISON TRANSMISSION HLDGS INC COM 01973R101 25,776 1,116,810 SH   SOLE   789,510 0 327,300
ALEXANDER & BALDWIN INC NEW CO COM 014491104 44,428 1,117,690 SH   SOLE   709,045 0 408,645
BRINKER INTL INC COM 109641100 44,213 1,121,310 SH   SOLE   679,340 0 441,970
EAST WEST BANCORP INC COM COM 27579R104 30,864 1,122,315 SH   SOLE   717,785 0 404,530
LAS VEGAS SANDS CORP COM COM 517834107 60,549 1,143,931 SH   SOLE   978,096 0 165,835
WNS HOLDINGS LTD SPON ADR COM 92932M101 19,538 1,170,621 SH   SOLE   724,340 0 446,281
SCOTTS MIRACLE GRO CO CL A COM 810186106 56,827 1,176,300 SH   SOLE   729,850 0 446,450
ARCOS DORADOS HOLDINGS INC SHS COM G0457F107 14,123 1,209,147 SH   SOLE   734,060 0 475,087
EBAY INC COM COM 278642103 63,580 1,229,315 SH   SOLE   1,024,905 0 204,410
SUPERIOR ENERGY SVCS INC COM COM 868157108 32,502 1,252,975 SH   SOLE   775,205 0 477,770
COMERICA INC COM 200340107 50,643 1,271,495 SH   SOLE   770,475 0 501,020
HUNTSMAN CORP COM COM 447011107 21,286 1,285,370 SH   SOLE   779,790 0 505,580
FIRST REP BK SAN FRAN CALI NEW COM 33616C100 51,322 1,333,715 SH   SOLE   805,255 0 528,460
MASCO CORP COM 574599106 26,088 1,338,520 SH   SOLE   947,140 0 391,380
MONSANTO CO NEW COM COM 61166W101 132,842 1,344,553 SH   SOLE   1,176,968 0 167,585
WHITEWAVE FOODS CO-A COM 966244105 22,023 1,355,255 SH   SOLE   1,057,745 0 297,510
MATADOR RES CO COM COM 576485205 16,420 1,370,553 SH   SOLE   847,540 0 523,013
PACCAR INC COM COM 693718108 73,980 1,378,686 SH   SOLE   1,149,241 0 229,445
ACTAVIS INC COM COM 00507K103 177,525 1,406,470 SH   SOLE   1,180,650 0 225,820
GANNETT INC COM COM 364730101 34,767 1,421,400 SH   SOLE   1,169,910 0 251,490
RAYMOND JAMES FINANCIAL INC. COM 754730109 62,089 1,444,600 SH   SOLE   898,740 0 545,860
WARNER CHILCOTT PLC IRELAND SH COM G94368100 28,983 1,455,770 SH   SOLE   1,022,150 0 433,620
HEXCEL CORP NEW COM COM 428291108 49,633 1,457,643 SH   SOLE   1,111,223 0 346,420
MERRIMACK PHARMACEUTICALS INC. COM 590328100 10,055 1,491,850 SH   SOLE   922,550 0 569,300
MANCHESTER UNITED LTD COM G5784H106 23,904 1,501,489 SH   SOLE   909,637 0 591,852
WASTE CONNECTIONS INC COM COM 941053100 61,806 1,502,339 SH   SOLE   916,056 0 586,283
ICON PLC COM G4705A100 53,281 1,503,834 SH   SOLE   930,095 0 573,739
NATIONAL OILWELL VARCO INC COM COM 637071101 105,675 1,533,750 SH   SOLE   1,318,986 0 214,764
COOPER COS INC COM NEW COM 216648402 184,631 1,550,865 SH   SOLE   1,295,144 0 255,721
VIACOM INC NEW CL B COM 92553P201 106,597 1,566,914 SH   SOLE   1,299,214 0 267,700
COSTCO WHSL CORP NEW COM COM 22160K105 173,647 1,570,471 SH   SOLE   1,338,746 0 231,725
CUBIST PHARMACEUTICALS INC COM COM 229678107 76,838 1,591,179 SH   SOLE   975,190 0 615,989
MASIMO CORP COM COM 574795100 33,819 1,595,278 SH   SOLE   1,004,070 0 591,208
KRAFT FOODS GROUP INC COM COM 50076Q106 89,313 1,598,597 SH   SOLE   1,387,487 0 211,110
F M C CORP COM NEW COM 302491303 97,887 1,603,132 SH   SOLE   1,300,812 0 302,320
RIVERBED TECHNOLOGY INC COM COM 768573107 25,328 1,627,755 SH   SOLE   987,640 0 640,115
NXP SEMICONDUCTORS N V COM COM N6596X109 50,729 1,635,375 SH   SOLE   1,012,005 0 623,370
CYPRESS SEMICONDUCTOR COM 232806109 17,719 1,651,400 SH   SOLE   1,021,270 0 630,130
URBAN OUTFITTERS INC COM COM 917047102 66,656 1,657,290 SH   SOLE   1,005,810 0 651,480
FOOT LOCKER INC COM COM 344849104 58,746 1,672,234 SH   SOLE   1,014,407 0 657,827
STATE STR CORP COM COM 857477103 109,258 1,675,475 SH   SOLE   1,395,835 0 279,640
NIKE INC CL B COM 654106103 107,519 1,688,438 SH   SOLE   1,399,998 0 288,440
TAYLOR MORRISON HOME CORP A COM 87724P106 41,473 1,701,110 SH   SOLE   1,031,110 0 670,000
BEACON ROOFING SUPPLY INC COM COM 073685109 65,070 1,717,780 SH   SOLE   1,049,555 0 668,225
HERSHEY CO COM COM 427866108 153,851 1,723,248 SH   SOLE   1,474,388 0 248,860
UNITED TECHNOLOGIES CORP COM COM 913017109 163,175 1,755,701 SH   SOLE   1,515,116 0 240,585
VOLCANO CORPORATION COM COM 928645100 31,913 1,760,248 SH   SOLE   1,066,605 0 693,643
WILLIAMS SONOMA INC COM COM 969904101 100,362 1,795,697 SH   SOLE   1,276,974 0 518,723
B & G FOODS INC NEW COM COM 05508R106 61,167 1,796,369 SH   SOLE   1,353,615 0 442,754
LAZARD LTD SHS A COM G54050102 58,613 1,823,110 SH   SOLE   1,102,620 0 720,490
INTERFACE INC COM COM 458665304 31,112 1,833,384 SH   SOLE   1,166,160 0 667,224
IDENIX PHARMACEUTICALS INC COM COM 45166R204 6,679 1,850,034 SH   SOLE   1,143,430 0 706,604
JARDEN CORP COM COM 471109108 81,265 1,857,472 SH   SOLE   1,180,552 0 676,920
DFC GLOBAL CORP COM 23324T107 26,113 1,890,933 SH   SOLE   1,169,265 0 721,668
CITRIX SYS INC COM COM 177376100 114,968 1,904,711 SH   SOLE   1,614,708 0 290,003
AUTODESK INC COM COM 052769106 66,025 1,945,330 SH   SOLE   1,237,280 0 708,050
CBRE GROUP INC COM 12504L109 45,774 1,959,493 SH   SOLE   1,641,933 0 317,560
QUALCOMM INC COM COM 747525103 119,981 1,964,007 SH   SOLE   1,676,783 0 287,224
GENPACT LIMITED SHS COM G3922B107 38,122 1,981,390 SH   SOLE   1,203,390 0 778,000
JPMORGAN CHASE & CO COM COM 46625H100 104,669 1,982,728 SH   SOLE   1,644,038 0 338,690
HCA INC CORP BOND 404119ap4 2,095 2,000,000 PRN   SOLE   2,000,000 0 0
TITAN INTL INC ILL COM COM 88830M102 33,958 2,012,892 SH   SOLE   1,389,530 0 623,362
HOME DEPOT INC COM COM 437076102 156,923 2,025,593 SH   SOLE   1,728,188 0 297,405
THERMO FISHER SCIENTIFIC INC C COM 883556102 176,871 2,089,937 SH   SOLE   1,830,268 0 259,669
INTL PAPER CO COM COM 460146103 93,104 2,101,199 SH   SOLE   1,805,079 0 296,120
BEST BUY INC COM COM 086516101 57,650 2,109,410 SH   SOLE   1,279,900 0 829,510
DANAHER CORP DEL COM COM 235851102 133,800 2,113,750 SH   SOLE   1,809,663 0 304,087
STARBUCKS CORP COM COM 855244109 138,941 2,120,916 SH   SOLE   1,808,046 0 312,870
ROWAN COMPANIES LTD COM G7665A101 72,841 2,138,000 SH   SOLE   1,318,780 0 819,220
CROWN HOLDINGS INC COM COM 228368106 94,867 2,306,494 SH   SOLE   1,477,909 0 828,585
CELGENE CORP COM COM 151020104 272,545 2,329,844 SH   SOLE   2,009,072 0 320,772
LENNAR CORP CL A COM 526057104 84,136 2,334,514 SH   SOLE   1,948,924 0 385,590
STEELCASE INC CL A COM 858155203 34,092 2,338,267 SH   SOLE   1,445,905 0 892,362
WHOLE FOODS MKT INC COM COM 966837106 121,945 2,368,777 SH   SOLE   1,923,613 0 445,164
WEATHERFORD INTERNATIONAL LTD COM H27013103 32,525 2,374,110 SH   SOLE   2,061,190 0 312,920
DISNEY WALT CO COM DISNEY COM 254687106 150,474 2,382,798 SH   SOLE   2,023,008 0 359,790
VODAFONE GROUP PLC ADR COM 92857W209 69,377 2,413,537 SH   SOLE   2,077,437 0 336,100
QLIK TECHNOLOGIES INC COM COM 74733T105 69,709 2,465,836 SH   SOLE   1,506,420 0 959,416
CONSOL ENERGY INC COM COM 20854P109 67,465 2,489,495 SH   SOLE   1,746,745 0 742,750
TOTAL SYS SVCS INC COM 891906109 61,179 2,499,150 SH   SOLE   1,635,000 0 864,150
SUNCOR ENERGY INC NEW COM COM 867224107 75,156 2,548,517 SH   SOLE   2,111,002 0 437,515
E M C CORP MASS COM COM 268648102 63,263 2,678,368 SH   SOLE   2,212,446 0 465,922
GENWORTH FINL INC COM CL A COM 37247D106 30,790 2,698,570 SH   SOLE   1,636,800 0 1,061,770
HALLIBURTON CO COM COM 406216101 115,286 2,763,339 SH   SOLE   2,368,144 0 395,195
ARTHROCARE CORP COM COM 043136100 100,694 2,916,136 SH   SOLE   2,057,346 0 858,790
CARDINAL HEALTH INC COM COM 14149Y108 140,598 2,978,773 SH   SOLE   2,420,443 0 558,330
COCA COLA CO COM COM 191216100 119,522 2,979,852 SH   SOLE   2,537,132 0 442,720
CISCO SYS INC COM COM 17275R102 73,635 3,025,920 SH   SOLE   2,503,263 0 522,657
ALKERMES PLC SHS COM G01767105 90,286 3,148,030 SH   SOLE   1,932,680 0 1,215,350
COMCAST CORP NEW CL A COM 20030N101 134,835 3,229,584 SH   SOLE   2,709,119 0 520,465
SKYWORKS SOLUTIONS INC COM COM 83088M102 71,345 3,259,244 SH   SOLE   2,097,064 0 1,162,180
SERVICE CORP INTL COM COM 817565104 60,461 3,353,350 SH   SOLE   2,034,900 0 1,318,450
BGC PARTNERS INC CL A COM 05541T101 1,867 3,357,700 SH   SOLE   2,072,060 0 1,285,640
HEALTH MGMT ASSOC INC NEW CL A COM 421933102 52,971 3,369,655 SH   SOLE   2,033,835 0 1,335,820
MERCK & CO INC NEW COM COM 58933Y105 157,470 3,390,112 SH   SOLE   2,967,926 0 422,186
NIELSEN HOLDINGS N V COM COM N63218106 116,208 3,459,585 SH   SOLE   2,784,475 0 675,110
SALESFORCE COM INC COM COM 79466L302 132,089 3,459,632 SH   SOLE   2,949,752 0 509,880
AMERICAN INTL GROUP INC COM NE COM 026874784 158,057 3,535,965 SH   SOLE   3,037,785 0 498,180
STANDARD PAC CORP NEW COM COM 85375C101 29,843 3,582,600 SH   SOLE   2,215,170 0 1,367,430
BRISTOL MYERS SQUIBB CO COM COM 110122108 163,316 3,654,422 SH   SOLE   3,213,192 0 441,230
FORTINET INC COM COM 34959E109 64,444 3,682,540 SH   SOLE   2,276,170 0 1,406,370
CSX CORP COM COM 126408103 88,789 3,828,730 SH   SOLE   3,176,390 0 652,340
PFIZER INC COM COM 717081103 109,689 3,916,078 SH   SOLE   3,396,178 0 519,900
DENBURY RES INC COM NEW COM 247916208 70,666 4,080,038 SH   SOLE   2,646,565 0 1,433,473
VALERO ENERGY CORP NEW COM COM 91913Y100 157,101 4,518,286 SH   SOLE   3,709,276 0 809,010
TESORO CORP COM COM 881609101 238,471 4,557,949 SH   SOLE   3,035,549 0 1,522,400
NUANCE COMMUNICATIONS INC COM COM 67020Y100 85,338 4,637,930 SH   SOLE   3,187,500 0 1,450,430
MCDERMOTT INTL INC COM COM 580037109 39,104 4,780,395 SH   SOLE   2,910,035 0 1,870,360
MONDELEZ INTL INC CL A COM 609207105 139,096 4,875,431 SH   SOLE   4,175,131 0 700,300