0000919574-13-003366.txt : 20130515 0000919574-13-003366.hdr.sgml : 20130515 20130515102558 ACCESSION NUMBER: 0000919574-13-003366 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 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: 13844343 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 d1375651_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: March 31, 2013 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional 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 May 15, 2013 ----------------------- -------------------------- ---------------------- [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: 964 Form 13F Information Table Value Total: $5,684,330 (thousands) FORM 13F INFORMATION TABLE MARCH 31, 2013

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------------- -------------- --------- -------- --------------- ---------- -------- ----------------------- SHARES/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- -------------- --------- -------- --------- ---- ---------- -------- -------- ------ ------ 1 800 FLOWERS COM CL A 68243Q106 73 14,745 Sole 14,745 A H BELO CORP COM CL A 001282102 358 61,271 Sole 61,271 AAR CORP COM 000361105 851 46,300 Sole 46,300 AARONS INC COM PAR $0.50 002535300 7,491 261,188 Sole 229,388 31,800 ABBOTT LABS COM 002824100 12,221 346,000 Sole 308,100 37,900 ABBVIE INC COM 00287Y109 1,276 31,280 Sole 18,980 12,300 ABERCROMBIE & FITCH CO CL A 002896207 4,915 106,390 Sole 91,290 15,100 ABM INDS INC COM 000957100 3,740 168,187 Sole 128,787 39,400 ACACIA RESH CORP ACACIA TCH COM 003881307 350 11,600 Sole 11,600 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,355 30,996 Sole 30,996 ACCURAY INC COM 004397105 913 196,812 Sole 196,812 ACORDA THERAPEUTICS INC COM 00484M106 4,562 142,430 Sole 112,630 29,800 ACTIVE POWER INC COM NEW 00504W308 54 11,740 Sole 11,740 ACTIVISION BLIZZARD INC COM 00507V109 545 37,380 Sole 35,380 2,000 ACUITY BRANDS INC COM 00508Y102 978 14,100 Sole 14,100 ADVANCE AUTO PARTS INC COM 00751Y106 31,052 375,710 Sole 322,610 53,100 ADVANCED ENERGY INDS COM 007973100 3,294 179,993 Sole 153,893 26,100 ADVANCED MICRO DEVICES INC COM 007903107 1,996 782,922 Sole 782,922 ADVISORY BRD CO COM 00762W107 1,980 37,696 Sole 12,950 24,746 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 5,535 168,750 Sole 158,250 10,500 AES CORP COM 00130H105 4,017 319,600 Sole 319,600 AFC ENTERPRISES INC COM 00104Q107 2,583 71,090 Sole 69,790 1,300 AFFILIATED MANAGERS GROUP COM 008252108 3,475 22,630 Sole 22,630 AFFYMETRIX INC COM 00826T108 2,837 600,965 Sole 544,565 56,400 AG MTG INVT TR INC COM 001228105 6,873 269,829 Sole 223,629 46,200 AGCO CORP COM 001084102 26,260 503,835 Sole 426,935 76,900 AGILENT TECHNOLOGIES INC COM 00846U101 14,371 342,416 Sole 294,616 47,800 AGREE REALTY CORP COM 008492100 633 21,040 Sole 17,140 3,900 AIR LEASE CORP CL A 00912X302 5,943 202,680 Sole 140,580 62,100 AIRCASTLE LTD COM G0129K104 2,345 171,410 Sole 135,110 36,300 ALAMO GROUP INC COM 011311107 260 6,800 Sole 6,800 ALASKA COMMUNICATIONS SYS GR COM 01167P101 24 14,500 Sole 14,500 ALBANY INTL CORP CL A 012348108 1,584 54,800 Sole 39,700 15,100 ALBANY MOLECULAR RESH INC COM 012423109 1,129 107,421 Sole 100,921 6,500 ALBEMARLE CORP COM 012653101 1,759 28,140 Sole 28,140 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 468 6,600 Sole 6,600 ALEXION PHARMACEUTICALS INC COM 015351109 4,594 49,860 Sole 49,860 ALIGN TECHNOLOGY INC COM 016255101 328 9,800 Sole 9,800 ALKERMES PLC SHS G01767105 559 23,580 Sole 23,580 ALLEGHANY CORP DEL COM 017175100 3,628 9,164 Sole 8,634 530 ALLERGAN INC COM 018490102 13,885 124,383 Sole 83,243 41,140 ALLIANCE DATA SYSTEMS CORP COM 018581108 994 6,140 Sole 6,140 ALLIANT ENERGY CORP COM 018802108 2,894 57,680 Sole 46,580 11,100 ALLIANT TECHSYSTEMS INC COM 018804104 950 13,119 Sole 13,119 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 27,212 293,490 Sole 228,390 65,100 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 2,839 208,909 Sole 170,009 38,900 ALLSTATE CORP COM 020002101 23,313 475,100 Sole 421,400 53,700 ALMOST FAMILY INC COM 020409108 364 17,800 Sole 17,800 ALON USA ENERGY INC COM 020520102 4,751 249,372 Sole 207,672 41,700 ALPHATEC HOLDINGS INC COM 02081G102 249 117,797 Sole 117,797 ALTRA HOLDINGS INC COM 02208R106 547 20,100 Sole 20,100 AMAG PHARMACEUTICALS INC COM 00163U106 579 24,260 Sole 20,960 3,300 AMAZON COM INC COM 023135106 21,756 81,640 Sole 50,830 30,810 AMC NETWORKS INC CL A 00164V103 21,122 334,100 Sole 258,700 75,400 AMDOCS LTD ORD G02602103 241 6,660 Sole 6,660 AMEREN CORP COM 023608102 21,148 603,880 Sole 492,280 111,600 AMERICAN ASSETS TR INC COM 024013104 1,555 48,569 Sole 48,569 AMERICAN CAMPUS CMNTYS INC COM 024835100 1,401 30,900 Sole 30,900 AMERICAN CAP MTG INVT CORP COM 02504A104 3,253 125,900 Sole 84,300 41,600 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 8,974 479,900 Sole 458,100 21,800 AMERICAN FINL GROUP INC OHIO COM 025932104 10,073 212,604 Sole 200,704 11,900 AMERICAN INTL GROUP INC COM NEW 026874784 1,436 37,000 Sole 30,600 6,400 AMERICAN RAILCAR INDS INC COM 02916P103 2,511 53,714 Sole 46,514 7,200 AMERICAN SUPERCONDUCTOR CORP COM 030111108 1,281 479,803 Sole 452,403 27,400 AMERICAN TOWER CORP NEW COM 03027X100 2,092 27,200 Sole 27,200 AMERICAN VANGUARD CORP COM 030371108 858 28,100 Sole 28,100 AMERICAN WTR WKS CO INC NEW COM 030420103 7,124 171,914 Sole 128,614 43,300 AMERISAFE INC COM 03071H100 882 24,809 Sole 19,890 4,919 AMGEN INC COM 031162100 43,859 427,850 Sole 338,850 89,000 AMICUS THERAPEUTICS INC COM 03152W109 194 61,300 Sole 30,000 31,300 AMKOR TECHNOLOGY INC COM 031652100 110 27,600 Sole 27,600 AMN HEALTHCARE SERVICES INC COM 001744101 3,060 193,294 Sole 164,994 28,300 ANADARKO PETE CORP COM 032511107 1,408 16,100 Sole 16,100 ANADIGICS INC COM 032515108 767 384,319 Sole 346,119 38,200 ANALOGIC CORP COM PAR $0.05 032657207 3,178 40,220 Sole 40,220 ANDERSONS INC COM 034164103 4,911 91,760 Sole 77,700 14,060 ANGIODYNAMICS INC COM 03475V101 116 10,110 Sole 1,510 8,600 AOL INC COM 00184X105 2,767 71,900 Sole 71,900 APACHE CORP COM 037411105 18,737 242,830 Sole 205,920 36,910 APOLLO RESIDENTIAL MTG INC COM 03763V102 4,111 184,421 Sole 143,521 40,900 APPLE INC COM 037833100 152,348 344,164 Sole 275,024 69,140 APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 3,834 516,668 Sole 442,668 74,000 AQUA AMERICA INC COM 03836W103 317 10,090 Sole 10,090 ARC DOCUMENT SOLUTIONS INC COM 00191G103 131 44,000 Sole 44,000 ARCH CAP GROUP LTD ORD G0450A105 1,425 27,100 Sole 27,100 ARCHER DANIELS MIDLAND CO COM 039483102 16,038 475,471 Sole 392,671 82,800 ARCTIC CAT INC COM 039670104 1,853 42,410 Sole 25,710 16,700 ARGAN INC COM 04010E109 1,764 118,282 Sole 109,382 8,900 ARGO GROUP INTL HLDGS LTD COM G0464B107 1,626 39,300 Sole 34,100 5,200 ARLINGTON ASSET INVT CORP CL A NEW 041356205 955 36,999 Sole 26,299 10,700 ARRAY BIOPHARMA INC COM 04269X105 2,986 608,194 Sole 528,794 79,400 ARRIS GROUP INC COM 04269Q100 9,961 580,124 Sole 476,414 103,710 ARUBA NETWORKS INC COM 043176106 539 21,800 Sole 21,800 ASCENA RETAIL GROUP INC COM 04351G101 1,495 80,600 Sole 80,600 ASHLAND INC NEW COM 044209104 1,189 16,000 Sole 16,000 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 11,076 287,100 Sole 218,000 69,100 ASSURANT INC COM 04621X108 19,656 436,700 Sole 371,800 64,900 ASSURED GUARANTY LTD COM G0585R106 6,967 338,060 Sole 272,360 65,700 ASTEX PHARMACEUTICALS INC COM 04624B103 561 125,638 Sole 62,373 63,265 ASTRONICS CORP COM 046433108 693 23,248 Sole 23,248 AT&T INC COM 00206R102 58,810 1,602,890 Sole 1,411,490 191,400 ATLANTIC TELE NETWORK INC COM NEW 049079205 778 16,034 Sole 13,634 2,400 ATMI INC COM 00207R101 543 24,227 Sole 24,227 ATWOOD OCEANICS INC COM 050095108 15,693 298,690 Sole 241,490 57,200 AUTODESK INC COM 052769106 12,294 298,034 Sole 298,034 AUTONATION INC COM 05329W102 4,002 91,470 Sole 90,270 1,200 AVERY DENNISON CORP COM 053611109 2,559 59,420 Sole 57,120 2,300 AVIAT NETWORKS INC COM 05366Y102 783 232,473 Sole 228,973 3,500 AVID TECHNOLOGY INC COM 05367P100 697 111,126 Sole 100,826 10,300 AVISTA CORP COM 05379B107 608 22,200 Sole 15,900 6,300 AXCELIS TECHNOLOGIES INC COM 054540109 617 493,500 Sole 471,300 22,200 AXIALL CORP COM 05463D100 11,057 177,872 Sole 144,420 33,452 AXIS CAPITAL HOLDINGS INV SHS G0692U109 10,109 242,882 Sole 218,182 24,700 AZZ INC COM 002474104 9,822 203,780 Sole 175,780 28,000 B/E AEROSPACE INC COM 073302101 5,485 91,000 Sole 91,000 BABCOCK & WILCOX CO NEW COM 05615F102 7,759 273,105 Sole 236,045 37,060 BALLANTYNE STRONG INC COM 058516105 118 27,799 Sole 27,799 BANCFIRST CORP COM 05945F103 309 7,400 Sole 7,400 BANK NEW YORK MELLON CORP COM 064058100 3,552 126,900 Sole 108,400 18,500 BARD C R INC COM 067383109 14,542 144,290 Sole 112,790 31,500 BARNES GROUP INC COM 067806109 367 12,700 Sole 12,700 BARRETT BUSINESS SERVICES IN COM 068463108 2,661 50,536 Sole 45,136 5,400 BARRY R G CORP OHIO COM 068798107 175 13,100 Sole 13,100 BB&T CORP COM 054937107 3,073 97,900 Sole 97,900 BENCHMARK ELECTRS INC COM 08160H101 3,017 167,420 Sole 123,420 44,000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 668 6,410 Sole 5,210 1,200 BGC PARTNERS INC CL A 05541T101 753 181,000 Sole 102,400 78,600 BIG 5 SPORTING GOODS CORP COM 08915P101 992 63,540 Sole 52,340 11,200 BIGLARI HLDGS INC COM 08986R101 261 700 Sole 700 BIO RAD LABS INC CL A 090572207 6,031 47,862 Sole 37,492 10,370 BIODEL INC COM NEW 09064M204 60 21,166 Sole 21,166 BIOMED REALTY TRUST INC COM 09063H107 1,237 57,250 Sole 57,250 BLACK BOX CORP DEL COM 091826107 386 17,700 Sole 17,700 BLACK HILLS CORP COM 092113109 4,514 102,500 Sole 87,500 15,000 BOB EVANS FARMS INC COM 096761101 1,087 25,500 Sole 25,500 BOEING CO COM 097023105 48,164 561,020 Sole 447,120 113,900 BOK FINL CORP COM NEW 05561Q201 950 15,255 Sole 14,755 500 BOSTON BEER INC CL A 100557107 501 3,140 Sole 3,140 BOSTON SCIENTIFIC CORP COM 101137107 31,242 4,000,300 Sole 3,334,300 666,000 BRADY CORP CL A 104674106 2,612 77,900 Sole 65,600 12,300 BRAVO BRIO RESTAURANT GROUP COM 10567B109 684 43,210 Sole 34,910 8,300 BRINKER INTL INC COM 109641100 5,075 134,800 Sole 134,800 BRINKS CO COM 109696104 1,265 44,760 Sole 41,760 3,000 BRISTOL MYERS SQUIBB CO COM 110122108 11,254 273,210 Sole 190,610 82,600 BRISTOW GROUP INC COM 110394103 9,868 149,654 Sole 119,054 30,600 BROADCOM CORP CL A 111320107 39,093 1,127,290 Sole 903,890 223,400 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 14,004 2,427,100 Sole 1,927,700 499,400 BROOKS AUTOMATION INC COM 114340102 214 20,999 Sole 6,800 14,199 BROWN SHOE INC NEW COM 115736100 4,360 272,500 Sole 224,100 48,400 BRUKER CORP COM 116794108 4,216 220,748 Sole 220,748 BRUNSWICK CORP COM 117043109 1,285 37,550 Sole 37,550 BUFFALO WILD WINGS INC COM 119848109 4,663 53,270 Sole 44,470 8,800 BUNGE LIMITED COM G16962105 10,076 136,470 Sole 113,670 22,800 C D I CORP COM 125071100 316 18,400 Sole 18,400 CABELAS INC COM 126804301 2,598 42,748 Sole 42,748 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 1,608 107,500 Sole 107,500 CABOT CORP COM 127055101 771 22,550 Sole 22,550 CADENCE DESIGN SYSTEM INC COM 127387108 34,317 2,463,534 Sole 2,039,134 424,400 CAL MAINE FOODS INC COM NEW 128030202 505 11,860 Sole 11,860 CALIX INC COM 13100M509 1,133 139,001 Sole 102,301 36,700 CALLAWAY GOLF CO COM 131193104 533 80,500 Sole 56,100 24,400 CAMBIUM LEARNING GRP INC COM 13201A107 57 55,633 Sole 55,633 CAMBREX CORP COM 132011107 287 22,440 Sole 22,440 CAMDEN PPTY TR SH BEN INT 133131102 1,015 14,780 Sole 14,780 CAPELLA EDUCATION COMPANY COM 139594105 4,849 155,732 Sole 136,332 19,400 CAPITAL ONE FINL CORP COM 14040H105 20,532 373,640 Sole 323,640 50,000 CARDINAL FINL CORP COM 14149F109 352 19,354 Sole 19,354 CARDINAL HEALTH INC COM 14149Y108 2,593 62,290 Sole 62,290 CARDIONET INC COM 14159L103 284 116,906 Sole 116,906 CARDTRONICS INC COM 14161H108 1,286 46,815 Sole 46,815 CARNIVAL CORP PAIRED CTF 143658300 2,566 74,800 Sole 66,100 8,700 CARTER INC COM 146229109 1,471 25,680 Sole 23,680 2,000 CATAMARAN CORP COM 148887102 35,261 664,925 Sole 547,225 117,700 CATO CORP NEW CL A 149205106 425 17,600 Sole 17,600 CBEYOND INC COM 149847105 953 128,238 Sole 125,238 3,000 CELADON GROUP INC COM 150838100 1,051 50,400 Sole 40,800 9,600 CELGENE CORP COM 151020104 36,740 316,966 Sole 245,466 71,500 CELL THERAPEUTICS INC COM NPV NEW 2012 150934883 1,052 915,175 Sole 876,375 38,800 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 580 70,500 Sole 70,500 CEVA INC COM 157210105 1,925 123,380 Sole 111,580 11,800 CF INDS HLDGS INC COM 125269100 22,441 117,881 Sole 102,361 15,520 CHARLES RIV LABS INTL INC COM 159864107 13,523 305,468 Sole 234,918 70,550 CHEESECAKE FACTORY INC COM 163072101 1,629 42,200 Sole 42,200 CHELSEA THERAPEUTICS INTL LT COM 163428105 1,201 588,829 Sole 530,729 58,100 CHEMICAL FINL CORP COM 163731102 250 9,484 Sole 9,484 CHEMTURA CORP COM NEW 163893209 2,649 122,600 Sole 122,600 CHESAPEAKE UTILS CORP COM 165303108 550 11,210 Sole 8,910 2,300 CHEVRON CORP NEW COM 166764100 46,401 390,517 Sole 350,167 40,350 CHICOS FAS INC COM 168615102 869 51,700 Sole 48,400 3,300 CHILDRENS PL RETAIL STORES I COM 168905107 1,217 27,160 Sole 27,160 CHIPOTLE MEXICAN GRILL INC COM 169656105 4,324 13,270 Sole 13,270 CHRISTOPHER & BANKS CORP COM 171046105 1,330 206,900 Sole 186,200 20,700 CHUBB CORP COM 171232101 18,489 211,230 Sole 179,730 31,500 CHURCH & DWIGHT INC COM 171340102 7,291 112,815 Sole 90,515 22,300 CIBER INC COM 17163B102 308 65,597 Sole 65,597 CIENA CORP COM NEW 171779309 22,360 1,396,644 Sole 1,212,770 183,874 CIMAREX ENERGY CO COM 171798101 8,098 107,340 Sole 87,540 19,800 CINEMARK HOLDINGS INC COM 17243V102 1,422 48,300 Sole 48,300 CIRCOR INTL INC COM 17273K109 902 21,216 Sole 15,316 5,900 CIRRUS LOGIC INC COM 172755100 1,388 61,030 Sole 61,030 CISCO SYS INC COM 17275R102 26,429 1,264,860 Sole 1,080,760 184,100 CITI TRENDS INC COM 17306X102 479 46,800 Sole 44,700 2,100 CLEVELAND BIOLABS INC COM 185860103 349 177,969 Sole 177,969 CME GROUP INC COM 12572Q105 1,619 26,360 Sole 20,860 5,500 COCA COLA BOTTLING CO CONS COM 191098102 1,020 16,912 Sole 16,912 COCA COLA CO COM 191216100 26,810 662,960 Sole 548,660 114,300 COCA COLA ENTERPRISES INC NE COM 19122T109 3,814 103,300 Sole 93,500 9,800 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 15,113 197,240 Sole 145,640 51,600 COHU INC COM 192576106 432 46,150 Sole 46,150 COLDWATER CREEK INC COM NEW 193068202 89 28,100 Sole 28,100 COLGATE PALMOLIVE CO COM 194162103 39,600 335,504 Sole 277,590 57,914 COLUMBIA BKG SYS INC COM 197236102 922 41,950 Sole 41,950 COLUMBUS MCKINNON CORP N Y COM 199333105 714 37,106 Sole 31,606 5,500 COMCAST CORP NEW CL A 20030N101 18,177 433,000 Sole 299,300 133,700 COMERICA INC COM 200340107 11,073 308,000 Sole 263,000 45,000 COMFORT SYS USA INC COM 199908104 279 19,831 Sole 19,831 COMMERCIAL METALS CO COM 201723103 15,674 988,882 Sole 826,096 162,786 COMMONWEALTH REIT COM SH BEN INT 203233101 1,255 55,940 Sole 55,940 COMMUNITY HEALTH SYS INC NEW COM 203668108 12,686 267,700 Sole 234,100 33,600 COMMUNITY TR BANCORP INC COM 204149108 378 11,100 Sole 11,100 COMMVAULT SYSTEMS INC COM 204166102 2,927 35,700 Sole 35,700 COMPUTER SCIENCES CORP COM 205363104 11,885 241,420 Sole 217,520 23,900 COMPUTER TASK GROUP INC COM 205477102 515 24,070 Sole 24,070 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 3,005 123,765 Sole 109,500 14,265 CONAGRA FOODS INC COM 205887102 211 5,900 Sole 5,900 CONCHO RES INC COM 20605P101 21,668 222,400 Sole 173,600 48,800 CONMED CORP COM 207410101 2,604 76,460 Sole 64,860 11,600 CONSOLIDATED EDISON INC COM 209115104 3,222 52,800 Sole 47,400 5,400 CONSOLIDATED GRAPHICS INC COM 209341106 957 24,488 Sole 21,288 3,200 CONTINENTAL RESOURCES INC COM 212015101 16,619 191,180 Sole 146,480 44,700 CONVERGYS CORP COM 212485106 760 44,600 Sole 44,600 CON-WAY INC COM 205944101 20,226 574,450 Sole 486,250 88,200 CORCEPT THERAPEUTICS INC COM 218352102 78 38,873 Sole 38,873 CORE MARK HOLDING CO INC COM 218681104 1,864 36,336 Sole 32,036 4,300 CORELOGIC INC COM 21871D103 3,672 142,000 Sole 142,000 CORINTHIAN COLLEGES INC COM 218868107 147 69,900 Sole 69,900 CORNERSTONE ONDEMAND INC COM 21925Y103 8,745 256,462 Sole 187,542 68,920 CORPORATE EXECUTIVE BRD CO COM 21988R102 6,555 112,700 Sole 91,200 21,500 COSTCO WHSL CORP NEW COM 22160K105 43,136 406,519 Sole 330,379 76,140 CRACKER BARREL OLD CTRY STOR COM 22410J106 24,751 306,137 Sole 247,376 58,761 CRANE CO COM 224399105 2,823 50,540 Sole 45,740 4,800 CRAWFORD & CO CL B 224633107 287 37,835 Sole 37,835 CRAY INC COM NEW 225223304 5,332 229,729 Sole 201,229 28,500 CREDIT ACCEP CORP MICH COM 225310101 1,025 8,390 Sole 8,390 CROSS A T CO CL A 227478104 314 22,804 Sole 22,804 CROWN CASTLE INTL CORP COM 228227104 2,300 33,020 Sole 33,020 CRYOLIFE INC COM 228903100 386 64,168 Sole 64,168 CSG SYS INTL INC COM 126349109 5,518 260,400 Sole 227,300 33,100 CSS INDS INC COM 125906107 582 22,393 Sole 22,393 CSX CORP COM 126408103 10,042 407,700 Sole 288,500 119,200 CUBIST PHARMACEUTICALS INC COM 229678107 8,251 176,230 Sole 176,230 CULLEN FROST BANKERS INC COM 229899109 261 4,180 Sole 4,180 CUMMINS INC COM 231021106 9,220 79,610 Sole 52,110 27,500 CURTISS WRIGHT CORP COM 231561101 1,135 32,700 Sole 31,300 1,400 CUTERA INC COM 232109108 466 35,853 Sole 35,853 CVB FINL CORP COM 126600105 261 23,200 Sole 23,200 CYBERONICS INC COM 23251P102 18,124 387,270 Sole 309,870 77,400 CYNOSURE INC CL A 232577205 686 26,200 Sole 21,900 4,300 CYTOKINETICS INC COM 23282W100 366 320,920 Sole 320,920 DAKTRONICS INC COM 234264109 626 59,580 Sole 50,680 8,900 DATALINK CORP COM 237934104 441 36,500 Sole 36,500 DAWSON GEOPHYSICAL CO COM 239359102 843 28,102 Sole 24,302 3,800 DEAN FOODS CO NEW COM 242370104 14,549 802,460 Sole 744,960 57,500 DELCATH SYS INC COM 24661P104 359 199,620 Sole 199,620 DELEK US HLDGS INC COM 246647101 3,738 94,730 Sole 71,830 22,900 DESTINATION MATERNITY CORP COM 25065D100 604 25,800 Sole 17,900 7,900 DIAMOND OFFSHORE DRILLING IN COM 25271C102 9,132 131,280 Sole 119,780 11,500 DICKS SPORTING GOODS INC COM 253393102 4,541 96,000 Sole 96,000 DIGI INTL INC COM 253798102 576 64,520 Sole 64,520 DIGITAL RIV INC COM 25388B104 2,390 168,990 Sole 133,790 35,200 DIRECTV COM 25490A309 4,412 77,960 Sole 49,860 28,100 DISCOVER FINL SVCS COM 254709108 6,076 135,500 Sole 135,500 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 43,880 557,275 Sole 468,900 88,375 DOLAN CO COM 25659P402 132 55,300 Sole 55,300 DOLLAR TREE INC COM 256746108 34,237 706,944 Sole 596,744 110,200 DOMINOS PIZZA INC COM 25754A201 14,809 287,890 Sole 235,490 52,400 DOMTAR CORP COM NEW 257559203 3,906 50,320 Sole 43,420 6,900 DOT HILL SYS CORP COM 25848T109 291 264,805 Sole 264,805 DOVER DOWNS GAMING & ENTMT I COM 260095104 34 16,550 Sole 16,550 DRESSER-RAND GROUP INC COM 261608103 1,611 26,129 Sole 26,129 DSP GROUP INC COM 23332B106 606 75,106 Sole 75,106 DSW INC CL A 23334L102 1,850 29,000 Sole 29,000 DTE ENERGY CO COM 233331107 5,137 75,170 Sole 65,270 9,900 DUNKIN BRANDS GROUP INC COM 265504100 8,523 231,100 Sole 174,900 56,200 DURECT CORP COM 266605104 466 350,385 Sole 350,385 DXP ENTERPRISES INC NEW COM NEW 233377407 3,231 43,250 Sole 41,130 2,120 E M C CORP MASS COM 268648102 1,797 75,200 Sole 75,200 EAGLE BANCORP INC MD COM 268948106 339 15,500 Sole 15,500 EBAY INC COM 278642103 4,754 87,680 Sole 62,580 25,100 ECHELON CORP COM 27874N105 362 148,324 Sole 148,324 ECHO GLOBAL LOGISTICS INC COM 27875T101 208 9,400 Sole 6,800 2,600 ECHOSTAR CORP CL A 278768106 2,440 62,600 Sole 57,800 4,800 EDISON INTL COM 281020107 6,451 128,200 Sole 104,300 23,900 EDUCATION MGMT CORP NEW COM 28140M103 226 61,700 Sole 61,700 EDWARDS LIFESCIENCES CORP COM 28176E108 14,156 172,300 Sole 135,420 36,880 EHEALTH INC COM 28238P109 2,765 154,660 Sole 139,660 15,000 EL PASO ELEC CO COM NEW 283677854 4,201 124,850 Sole 110,150 14,700 ELECTRO SCIENTIFIC INDS COM 285229100 690 62,410 Sole 60,010 2,400 ELECTRONIC ARTS INC COM 285512109 26,253 1,483,200 Sole 1,224,400 258,800 ELECTRONICS FOR IMAGING INC COM 286082102 11,985 472,576 Sole 392,584 79,992 ELIZABETH ARDEN INC COM 28660G106 448 11,140 Sole 11,140 ELLIS PERRY INTL INC COM 288853104 786 43,200 Sole 34,400 8,800 EMCOR GROUP INC COM 29084Q100 10,962 258,610 Sole 201,510 57,100 EMCORE CORP COM NEW 290846203 336 57,684 Sole 57,684 EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,964 212,003 Sole 186,203 25,800 EMPLOYERS HOLDINGS INC COM 292218104 281 12,000 Sole 12,000 EMULEX CORP COM NEW 292475209 5,173 792,230 Sole 648,230 144,000 ENCORE WIRE CORP COM 292562105 406 11,600 Sole 11,600 ENDO HEALTH SOLUTIONS INC COM 29264F205 4,933 160,375 Sole 160,375 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 19,170 400,963 Sole 310,923 90,040 ENERGEN CORP COM 29265N108 3,208 61,680 Sole 58,880 2,800 ENERGIZER HLDGS INC COM 29266R108 1,265 12,680 Sole 12,680 ENERNOC INC COM 292764107 1,511 87,000 Sole 64,700 22,300 ENERSYS COM 29275Y102 1,855 40,700 Sole 40,700 ENNIS INC COM 293389102 184 12,200 Sole 12,200 ENSCO PLC SHS CLASS A G3157S106 643 10,710 Sole 10,710 ENSTAR GROUP LIMITED SHS G3075P101 592 4,766 Sole 4,766 ENTERGY CORP NEW COM 29364G103 11,596 183,360 Sole 157,860 25,500 ENTRAVISION COMMUNICATIONS C CL A 29382R107 360 112,700 Sole 112,700 ENTROPIC COMMUNICATIONS INC COM 29384R105 715 176,002 Sole 140,102 35,900 ENZO BIOCHEM INC COM 294100102 78 30,800 Sole 30,800 ENZON PHARMACEUTICALS INC COM 293904108 291 76,601 Sole 76,601 EOG RES INC COM 26875P101 34,839 272,031 Sole 214,221 57,810 EPR PPTYS COM SH BEN INT 26884U109 246 4,730 Sole 4,730 EQUITY ONE COM 294752100 290 12,100 Sole 12,100 ESSEX PPTY TR INC COM 297178105 4,816 31,981 Sole 31,981 EVERBANK FINL CORP COM 29977G102 1,785 115,900 Sole 68,100 47,800 EVERCORE PARTNERS INC CLASS A 29977A105 3,738 89,852 Sole 69,852 20,000 EVEREST RE GROUP LTD COM G3223R108 10,563 81,341 Sole 71,841 9,500 EXAR CORP COM 300645108 285 27,100 Sole 13,500 13,600 EXELIS INC COM 30162A108 1,492 137,019 Sole 137,019 EXPEDIA INC DEL COM NEW 30212P303 14,641 243,950 Sole 198,150 45,800 EXPONENT INC COM 30214U102 1,271 23,570 Sole 21,970 1,600 EXPRESS SCRIPTS HLDG CO COM 30219G108 44,547 773,120 Sole 610,020 163,100 EXTRA SPACE STORAGE INC COM 30225T102 17,824 453,888 Sole 427,188 26,700 EXTREME NETWORKS INC COM 30226D106 1,624 482,044 Sole 428,344 53,700 EXXON MOBIL CORP COM 30231G102 78,485 870,995 Sole 772,995 98,000 EZCORP INC CL A NON VTG 302301106 617 28,958 Sole 28,958 F5 NETWORKS INC COM 315616102 3,988 44,770 Sole 44,770 FAIR ISAAC CORP COM 303250104 4,967 108,720 Sole 100,720 8,000 FALCONSTOR SOFTWARE INC COM 306137100 302 112,514 Sole 112,514 FARMER BROS CO COM 307675108 416 28,300 Sole 28,300 FEDERAL SIGNAL CORP COM 313855108 358 44,000 Sole 44,000 FEDEX CORP COM 31428X106 15,900 161,910 Sole 121,430 40,480 FEI CO COM 30241L109 800 12,400 Sole 12,400 FIDELITY NATL INFORMATION SV COM 31620M106 994 25,100 Sole 25,100 FINISAR CORP COM NEW 31787A507 372 28,200 Sole 10,100 18,100 FIRST AMERN FINL CORP COM 31847R102 7,690 300,738 Sole 291,538 9,200 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 2,020 117,903 Sole 117,903 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 296 15,730 Sole 15,730 FIRST REP BK SAN FRANCISCO C COM 33616C100 2,634 68,202 Sole 68,202 FIRST SOLAR INC COM 336433107 4,345 161,160 Sole 127,560 33,600 FIRSTENERGY CORP COM 337932107 13,995 331,630 Sole 290,530 41,100 FISHER COMMUNICATIONS INC COM 337756209 373 9,500 Sole 9,500 FIVE STAR QUALITY CARE INC COM 33832D106 712 106,425 Sole 87,925 18,500 FLIR SYS INC COM 302445101 6,153 236,550 Sole 208,250 28,300 FLOW INTL CORP COM 343468104 846 216,435 Sole 199,435 17,000 FLUOR CORP NEW COM 343412102 566 8,540 Sole 8,540 FOOT LOCKER INC COM 344849104 6,693 195,480 Sole 181,480 14,000 FOREST LABS INC COM 345838106 22,919 602,499 Sole 502,499 100,000 FORESTAR GROUP INC COM 346233109 583 26,650 Sole 20,450 6,200 FORMFACTOR INC COM 346375108 1,271 270,348 Sole 224,548 45,800 FOSTER L B CO COM 350060109 611 13,800 Sole 11,800 2,000 FRANCESCAS HLDGS CORP COM 351793104 2,733 95,147 Sole 89,047 6,100 FRANKLIN COVEY CO COM 353469109 269 18,516 Sole 18,516 FRANKLIN ELEC INC COM 353514102 3,019 89,924 Sole 80,724 9,200 FRANKLIN RES INC COM 354613101 697 4,624 Sole 4,624 FREIGHTCAR AMER INC COM 357023100 825 37,809 Sole 28,909 8,900 FRESH DEL MONTE PRODUCE INC ORD G36738105 2,742 101,643 Sole 81,743 19,900 FRESH MKT INC COM 35804H106 1,991 46,540 Sole 46,540 FUEL SYS SOLUTIONS INC COM 35952W103 254 15,400 Sole 4,600 10,800 FUEL TECH INC COM 359523107 66 15,300 Sole 15,300 FUTUREFUEL CORPORATION COM 36116M106 234 19,300 Sole 18,900 400 G & K SVCS INC CL A 361268105 300 6,600 Sole 6,600 GAIAM INC CL A 36268Q103 94 22,394 Sole 22,394 GALLAGHER ARTHUR J & CO COM 363576109 2,999 72,600 Sole 72,600 GAMESTOP CORP NEW CL A 36467W109 15,873 567,500 Sole 482,300 85,200 GAP INC DEL COM 364760108 29,640 837,300 Sole 723,800 113,500 GARTNER INC COM 366651107 18,688 343,472 Sole 313,060 30,412 GENERAL ELECTRIC CO COM 369604103 33,368 1,443,250 Sole 1,250,850 192,400 GENERAL GROWTH PPTYS INC NEW COM 370023103 763 38,400 Sole 38,400 GENERAL MTRS CO COM 37045V100 26,959 969,050 Sole 799,350 169,700 GENESCO INC COM 371532102 1,010 16,800 Sole 16,800 GENOMIC HEALTH INC COM 37244C101 2,155 76,215 Sole 60,715 15,500 GERON CORP COM 374163103 603 563,914 Sole 517,514 46,400 GLEACHER & CO INC COM 377341102 42 70,800 Sole 70,800 GLOBAL CASH ACCESS HLDGS INC COM 378967103 1,045 148,200 Sole 110,000 38,200 GLOBAL PMTS INC COM 37940X102 3,341 67,270 Sole 67,270 GLU MOBILE INC COM 379890106 76 25,400 Sole 25,400 GOLDMAN SACHS GROUP INC COM 38141G104 12,657 86,017 Sole 63,807 22,210 GOODYEAR TIRE & RUBR CO COM 382550101 4,693 372,310 Sole 372,310 GOOGLE INC CL A 38259P508 36,468 45,918 Sole 35,948 9,970 GORDMANS STORES INC COM 38269P100 256 21,900 Sole 21,900 GRACE W R & CO DEL NEW COM 38388F108 209 2,700 Sole 2,700 GRAINGER W W INC COM 384802104 2,430 10,800 Sole 10,800 GRANITE CONSTR INC COM 387328107 5,136 161,300 Sole 131,300 30,000 GREAT PLAINS ENERGY INC COM 391164100 4,881 210,500 Sole 210,500 GREAT SOUTHN BANCORP INC COM 390905107 310 12,700 Sole 11,900 800 GREATBATCH INC COM 39153L106 1,819 60,900 Sole 48,600 12,300 GREEN DOT CORP CL A 39304D102 4,561 272,944 Sole 230,020 42,924 GREEN PLAINS RENEWABLE ENERG COM 393222104 1,358 118,700 Sole 111,500 7,200 GREIF INC CL A 397624107 247 4,600 Sole 300 4,300 GRIFFON CORP COM 398433102 602 50,500 Sole 38,700 11,800 GSE SYS INC COM 36227K106 36 17,841 Sole 17,841 GUIDANCE SOFTWARE INC COM 401692108 382 35,200 Sole 35,200 GULFMARK OFFSHORE INC CL A NEW 402629208 3,626 93,062 Sole 75,900 17,162 HACKETT GROUP INC COM 404609109 431 94,300 Sole 94,300 HANMI FINL CORP COM NEW 410495204 514 32,100 Sole 32,100 HANOVER INS GROUP INC COM 410867105 6,588 132,601 Sole 119,101 13,500 HARMAN INTL INDS INC COM 413086109 10,040 224,950 Sole 191,950 33,000 HARMONIC INC COM 413160102 3,348 578,185 Sole 495,785 82,400 HARRIS CORP DEL COM 413875105 2,759 59,530 Sole 53,130 6,400 HARSCO CORP COM 415864107 13,222 533,780 Sole 430,060 103,720 HAWAIIAN ELEC INDUSTRIES COM 419870100 899 32,430 Sole 32,430 HEALTH NET INC COM 42222G108 5,890 205,800 Sole 167,400 38,400 HEARTLAND PMT SYS INC COM 42235N108 2,327 70,584 Sole 29,300 41,284 HEIDRICK & STRUGGLES INTL IN COM 422819102 747 49,950 Sole 46,150 3,800 HELEN OF TROY CORP LTD COM G4388N106 966 25,190 Sole 25,190 HELMERICH & PAYNE INC COM 423452101 3,687 60,741 Sole 53,941 6,800 HEMISPHERX BIOPHARMA INC COM 42366C103 145 761,981 Sole 761,981 HENRY JACK & ASSOC INC COM 426281101 5,278 114,222 Sole 114,222 HERSHEY CO COM 427866108 27,916 318,930 Sole 277,430 41,500 HEWLETT PACKARD CO COM 428236103 1,030 43,200 Sole 43,200 HIBBETT SPORTS INC COM 428567101 275 4,890 Sole 4,890 HILL INTERNATIONAL INC COM 431466101 120 40,190 Sole 40,190 HILL ROM HLDGS INC COM 431475102 884 25,100 Sole 1,500 23,600 HOLLYFRONTIER CORP COM 436106108 1,996 38,800 Sole 38,800 HOME DEPOT INC COM 437076102 17,079 244,760 Sole 127,260 117,500 HOME LN SERVICING SOLUTIONS ORD SHS G6648D109 5,099 218,554 Sole 187,554 31,000 HOMEOWNERS CHOICE INC COM 43741E103 3,113 114,244 Sole 96,844 17,400 HOMESTREET INC COM 43785V102 1,682 75,310 Sole 65,410 9,900 HORACE MANN EDUCATORS CORP N COM 440327104 2,686 128,820 Sole 111,020 17,800 HORNBECK OFFSHORE SVCS INC N COM 440543106 6,551 141,000 Sole 120,000 21,000 HORSEHEAD HLDG CORP COM 440694305 897 82,400 Sole 66,100 16,300 HOSPIRA INC COM 441060100 4,534 138,100 Sole 117,300 20,800 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 3,353 122,190 Sole 122,190 HUB GROUP INC CL A 443320106 3,384 88,000 Sole 88,000 HUBBELL INC CL B 443510201 5,400 55,606 Sole 55,606 HUDSON GLOBAL INC COM 443787106 123 31,300 Sole 31,300 HUMANA INC COM 444859102 22,229 321,640 Sole 265,140 56,500 HUNT J B TRANS SVCS INC COM 445658107 4,495 60,347 Sole 56,157 4,190 HUNTINGTON INGALLS INDS INC COM 446413106 13,441 252,030 Sole 228,130 23,900 HUNTSMAN CORP COM 447011107 714 38,430 Sole 31,230 7,200 HUTCHINSON TECHNOLOGY INC COM 448407106 436 158,440 Sole 158,440 IAC INTERACTIVECORP COM PAR $.001 44919P508 6,729 150,600 Sole 109,200 41,400 IBERIABANK CORP COM 450828108 1,230 24,600 Sole 23,400 1,200 IDENTIVE GROUP INC COM 45170X106 267 180,209 Sole 180,209 IKANOS COMMUNICATIONS COM 45173E105 255 127,685 Sole 127,685 IMATION CORP COM 45245A107 396 103,740 Sole 103,740 INFINERA CORPORATION COM 45667G103 1,631 233,000 Sole 163,700 69,300 INFORMATICA CORP COM 45666Q102 4,398 127,600 Sole 127,600 INGERSOLL-RAND PLC SHS G47791101 14,534 264,200 Sole 245,800 18,400 INGLES MKTS INC CL A 457030104 272 12,642 Sole 12,642 INGREDION INC COM 457187102 1,584 21,900 Sole 21,900 INSIGHT ENTERPRISES INC COM 45765U103 487 23,600 Sole 12,400 11,200 INSPERITY INC COM 45778Q107 3,131 110,350 Sole 98,450 11,900 INSTEEL INDUSTRIES INC COM 45774W108 703 43,100 Sole 43,100 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,674 42,900 Sole 42,900 INTEGRATED DEVICE TECHNOLOGY COM 458118106 4,836 647,402 Sole 614,802 32,600 INTEGRATED SILICON SOLUTION COM 45812P107 521 56,821 Sole 56,821 INTEGRYS ENERGY GROUP INC COM 45822P105 628 10,800 Sole 9,000 1,800 INTER PARFUMS INC COM 458334109 286 11,700 Sole 8,700 3,000 INTERDIGITAL INC COM 45867G101 2,087 43,600 Sole 43,600 INTERMUNE INC COM 45884X103 538 59,460 Sole 45,220 14,240 INTERNATIONAL BUSINESS MACHS COM 459200101 62,996 295,340 Sole 218,430 76,910 INTERNATIONAL FLAVORS&FRAGRA, COM 459506101 2,798 36,490 Sole 36,490 INTERNATIONAL GAME TECHNOLOG COM 459902102 4,662 282,550 Sole 282,550 INTERSIL CORP CL A 46069S109 10,365 1,190,030 Sole 974,430 215,600 INTEVAC INC COM 461148108 402 85,200 Sole 85,200 INVACARE CORP COM 461203101 906 69,421 Sole 55,921 13,500 INVESCO LTD SHS G491BT108 990 34,200 Sole 34,200 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 3,987 361,100 Sole 320,700 40,400 INVESTORS BANCORP INC COM 46146P102 695 37,000 Sole 37,000 ION GEOPHYSICAL CORP COM 462044108 524 77,000 Sole 77,000 IRIDIUM COMMUNICATIONS INC COM 46269C102 141 23,400 Sole 23,400 ISHARES TR RUSL 2000 VALU 464287630 3,853 45,970 Sole 45,970 ITT CORP NEW COM NEW 450911201 1,055 37,100 Sole 37,100 IXIA COM 45071R109 1,186 54,800 Sole 54,800 J & J SNACK FOODS CORP COM 466032109 2,554 33,210 Sole 33,210 JABIL CIRCUIT INC COM 466313103 6,430 347,930 Sole 304,030 43,900 JACK IN THE BOX INC COM 466367109 16,526 477,768 Sole 372,550 105,218 JACOBS ENGR GROUP INC DEL COM 469814107 1,114 19,800 Sole 19,800 JARDEN CORP COM 471109108 1,202 28,050 Sole 28,050 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,120 37,910 Sole 37,910 JOHN BEAN TECHNOLOGIES CORP COM 477839104 752 36,232 Sole 27,832 8,400 JOHNSON & JOHNSON COM 478160104 74,900 918,680 Sole 760,680 158,000 JOHNSON OUTDOORS INC CL A 479167108 409 17,149 Sole 17,149 JOURNAL COMMUNICATIONS INC CL A 481130102 136 20,300 Sole 20,300 JPMORGAN CHASE & CO COM 46625H100 13,752 289,750 Sole 262,550 27,200 JUNIPER NETWORKS INC COM 48203R104 14,689 792,310 Sole 678,410 113,900 KADANT INC COM 48282T104 886 35,454 Sole 32,154 3,300 KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,630 25,215 Sole 20,115 5,100 KAR AUCTION SVCS INC COM 48238T109 1,824 91,070 Sole 87,770 3,300 KELLY SVCS INC CL A 488152208 723 38,700 Sole 29,400 9,300 KEMET CORP COM NEW 488360207 356 56,900 Sole 51,900 5,000 KEYCORP NEW COM 493267108 3,740 375,500 Sole 341,700 33,800 KEYNOTE SYS INC COM 493308100 218 15,610 Sole 15,610 KFORCE INC COM 493732101 1,729 105,636 Sole 90,736 14,900 KID BRANDS INC COM 49375T100 18 11,666 Sole 11,666 KIMBALL INTL INC CL B 494274103 773 85,300 Sole 75,100 10,200 KINDRED HEALTHCARE INC COM 494580103 366 34,800 Sole 34,800 KIRKLANDS INC COM 497498105 728 63,501 Sole 60,401 3,100 KNIGHT TRANSN INC COM 499064103 1,943 120,700 Sole 79,700 41,000 KOHLS CORP COM 500255104 7,690 166,700 Sole 108,800 57,900 KOPPERS HOLDINGS INC COM 50060P106 809 18,400 Sole 18,400 KORN FERRY INTL COM NEW 500643200 4,120 230,690 Sole 189,190 41,500 KRAFT FOODS GROUP INC COM 50076Q106 1,350 26,198 Sole 19,998 6,200 KRISPY KREME DOUGHNUTS INC COM 501014104 1,276 88,400 Sole 88,400 KROGER CO COM 501044101 10,419 314,400 Sole 213,900 100,500 KULICKE & SOFFA INDS INC COM 501242101 1,467 126,860 Sole 84,160 42,700 L-3 COMMUNICATIONS HLDGS INC COM 502424104 9,551 118,030 Sole 111,430 6,600 LA Z BOY INC COM 505336107 524 27,780 Sole 27,780 LACLEDE GROUP INC COM 505597104 271 6,350 Sole 6,350 LAMAR ADVERTISING CO CL A 512815101 3,027 62,300 Sole 62,300 LANDEC CORP COM 514766104 225 15,531 Sole 15,531 LANDSTAR SYS INC COM 515098101 6,414 112,347 Sole 99,015 13,332 LANNET INC COM 516012101 151 14,900 Sole 14,900 LAREDO PETE HLDGS INC COM 516806106 1,073 58,660 Sole 31,960 26,700 LATTICE SEMICONDUCTOR CORP COM 518415104 677 124,019 Sole 124,019 LAUDER ESTEE COS INC CL A 518439104 10,668 166,610 Sole 111,610 55,000 LCA-VISION INC COM PAR $.001 501803308 81 24,100 Sole 24,100 LEAP WIRELESS INTL INC COM NEW 521863308 131 22,200 Sole 22,200 LENDER PROCESSING SVCS INC COM 52602E102 1,640 64,400 Sole 64,400 LEXMARK INTL NEW CL A 529771107 16,397 621,109 Sole 528,609 92,500 LIBBEY INC COM 529898108 696 36,010 Sole 31,010 5,000 LIBERTY GLOBAL INC COM SER A 530555101 13,839 188,590 Sole 164,790 23,800 LIFETIME BRANDS INC COM 53222Q103 139 12,166 Sole 12,166 LIFEVANTAGE CORP COM 53222K106 304 129,300 Sole 129,300 LILLY ELI & CO COM 532457108 37,582 661,770 Sole 536,770 125,000 LIMELIGHT NETWORKS INC COM 53261M104 235 113,200 Sole 93,300 19,900 LINCOLN NATL CORP IND COM 534187109 1,862 57,100 Sole 47,500 9,600 LINKEDIN CORP COM CL A 53578A108 20,721 117,693 Sole 111,423 6,270 LIONBRIDGE TECHNOLOGIES INC COM 536252109 281 72,700 Sole 72,700 LKQ CORP COM 501889208 1,249 57,400 Sole 1,000 56,400 LOCAL CORP COM 53954W104 97 57,300 Sole 57,300 LOCKHEED MARTIN CORP COM 539830109 10,818 112,080 Sole 88,380 23,700 LO-JACK CORP COM 539451104 175 56,080 Sole 56,080 LORILLARD INC COM 544147101 36,858 913,448 Sole 851,458 61,990 LPL FINL HLDGS INC COM 50212V100 7,673 237,981 Sole 207,322 30,659 LSB INDS INC COM 502160104 602 17,300 Sole 17,300 LSI CORPORATION COM 502161102 34,208 5,045,500 Sole 4,135,900 909,600 LTX-CREDENCE CORP COM NEW 502403207 1,291 213,700 Sole 196,100 17,600 M & T BK CORP COM 55261F104 990 9,600 Sole 9,600 M D C HLDGS INC COM 552676108 480 13,100 Sole 13,100 MACYS INC COM 55616P104 2,050 49,000 Sole 39,300 9,700 MADDEN STEVEN LTD COM 556269108 6,605 152,800 Sole 138,900 13,900 MADISON SQUARE GARDEN CO CL A 55826P100 6,773 117,580 Sole 98,680 18,900 MAGELLAN HEALTH SVCS INC COM NEW 559079207 14,101 296,435 Sole 236,335 60,100 MAIDEN HOLDINGS LTD SHS G5753U112 1,684 158,986 Sole 139,486 19,500 MAIDENFORM BRANDS INC COM 560305104 920 52,500 Sole 44,400 8,100 MANNING & NAPIER INC CL A 56382Q102 254 15,330 Sole 15,330 MANTECH INTL CORP CL A 564563104 583 21,700 Sole 21,700 MARATHON OIL CORP COM 565849106 1,763 52,270 Sole 39,970 12,300 MARATHON PETE CORP COM 56585A102 25,869 288,720 Sole 234,920 53,800 MARCHEX INC CL B 56624R108 334 79,300 Sole 79,300 MARKEL CORP COM 570535104 3,611 7,171 Sole 6,431 740 MARRIOTT INTL INC NEW CL A 571903202 24,271 574,734 Sole 476,834 97,900 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 756 17,620 Sole 17,620 MARTHA STEWART LIVING OMNIME CL A 573083102 40 15,100 Sole 15,100 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,138 1,147,780 Sole 876,480 271,300 MASTERCARD INC CL A 57636Q104 54,901 101,457 Sole 79,787 21,670 MATADOR RES CO COM 576485205 153 17,300 Sole 400 16,900 MATRIX SVC CO COM 576853105 1,765 118,460 Sole 104,460 14,000 MATTSON TECHNOLOGY INC COM 577223100 331 239,502 Sole 233,202 6,300 MAXLINEAR INC CL A 57776J100 214 34,500 Sole 34,500 MAXWELL TECHNOLOGIES INC COM 577767106 105 19,540 Sole 19,540 MAXYGEN INC COM 577776107 256 106,200 Sole 106,200 MB FINANCIAL INC NEW COM 55264U108 3,954 163,600 Sole 133,600 30,000 MEASUREMENT SPECIALTIES INC COM 583421102 449 11,300 Sole 11,300 MEDICAL ACTION INDS INC COM 58449L100 368 61,302 Sole 61,302 MEDICINES CO COM 584688105 9,084 271,900 Sole 251,800 20,100 MEDIFAST INC COM 58470H101 2,789 121,700 Sole 101,200 20,500 MEDTRONIC INC COM 585055106 35,545 756,919 Sole 614,219 142,700 MEETME INC COM 585141104 119 52,200 Sole 52,200 MELA SCIENCES INC COM 55277R100 41 35,025 Sole 35,025 MEMC ELECTR MATLS INC COM 552715104 14,691 3,338,794 Sole 2,459,610 879,184 MENTOR GRAPHICS CORP COM 587200106 25,952 1,437,802 Sole 1,171,337 266,465 MERCK & CO INC NEW COM 58933Y105 2,732 61,820 Sole 60,620 1,200 MERCURY SYS INC COM 589378108 687 93,200 Sole 86,200 7,000 MERITOR INC COM 59001K100 221 46,800 Sole 14,000 32,800 MERU NETWORKS INC COM 59047Q103 248 36,694 Sole 36,694 METABOLIX INC COM 591018809 179 97,586 Sole 97,586 METHODE ELECTRS INC COM 591520200 317 24,600 Sole 24,600 METLIFE INC COM 59156R108 24,672 648,920 Sole 562,620 86,300 METROPCS COMMUNICATIONS INC COM 591708102 1,214 111,400 Sole 111,400 MGM RESORTS INTERNATIONAL COM 552953101 467 35,500 Sole 35,500 MGP INGREDIENTS INC NEW COM 55303J106 61 14,100 Sole 14,100 MICROSOFT CORP COM 594918104 86,999 3,041,385 Sole 2,384,585 656,800 MICROSTRATEGY INC CL A NEW 594972408 9,351 92,507 Sole 76,467 16,040 MICROVISION INC DEL COM NEW 594960304 28 17,701 Sole 15,501 2,200 MID-AMER APT CMNTYS INC COM 59522J103 3,117 45,130 Sole 45,130 MIDDLEBY CORP COM 596278101 2,746 18,048 Sole 18,048 MIDSTATES PETE CO INC COM 59804T100 418 48,900 Sole 48,900 MINDSPEED TECHNOLOGIES INC COM NEW 602682205 1,014 305,455 Sole 287,455 18,000 MINE SAFETY APPLIANCES CO COM 602720104 789 15,900 Sole 15,900 MKS INSTRUMENT INC COM 55306N104 2,842 104,500 Sole 80,200 24,300 MODINE MFG CO COM 607828100 338 37,118 Sole 30,518 6,600 MOLEX INC COM 608554101 16,147 551,480 Sole 511,060 40,420 MOLINA HEALTHCARE INC COM 60855R100 9,981 323,330 Sole 271,930 51,400 MONDELEZ INTL INC CL A 609207105 11,109 362,850 Sole 255,750 107,100 MONSTER BEVERAGE CORP COM 611740101 1,305 27,330 Sole 2,630 24,700 MONTPELIER RE HOLDINGS LTD SHS G62185106 568 21,800 Sole 21,800 MOOG INC CL A 615394202 875 19,100 Sole 19,100 MORGAN STANLEY COM NEW 617446448 2,890 131,500 Sole 109,200 22,300 MOTOROLA SOLUTIONS INC COM NEW 620076307 47,843 747,202 Sole 598,117 149,085 MOVE INC COM NEW 62458M207 2,582 216,073 Sole 191,973 24,100 MRC GLOBAL INC COM 55345K103 2,437 74,000 Sole 74,000 MUELLER INDS INC COM 624756102 7,406 138,970 Sole 115,390 23,580 MULTI FINELINE ELECTRONIX IN COM 62541B101 214 13,900 Sole 13,900 MULTIMEDIA GAMES HLDG CO INC COM 625453105 4,759 228,027 Sole 200,627 27,400 MURPHY OIL CORP COM 626717102 6,929 108,720 Sole 102,820 5,900 MYR GROUP INC DEL COM 55405W104 2,773 112,910 Sole 101,610 11,300 NABORS INDUSTRIES LTD SHS G6359F103 6,367 392,570 Sole 300,770 91,800 NACCO INDS INC CL A 629579103 238 4,460 Sole 4,460 NANOMETRICS INC COM 630077105 643 44,530 Sole 39,630 4,900 NASH FINCH CO COM 631158102 930 47,510 Sole 43,410 4,100 NATIONAL FINL PARTNERS CORP COM 63607P208 842 37,540 Sole 37,540 NATIONAL OILWELL VARCO INC COM 637071101 12,830 181,340 Sole 137,240 44,100 NATURAL GAS SERVICES GROUP COM 63886Q109 642 33,358 Sole 29,358 4,000 NATURES SUNSHINE PRODUCTS IN COM 639027101 366 24,000 Sole 24,000 NATUS MEDICAL INC DEL COM 639050103 691 51,410 Sole 38,810 12,600 NAVIGANT CONSULTING INC COM 63935N107 420 31,940 Sole 14,740 17,200 NAVIGATORS GROUP INC COM 638904102 1,548 26,355 Sole 23,655 2,700 NCI INC CL A 62886K104 80 16,577 Sole 16,577 NEOPHOTONICS CORP COM 64051T100 170 33,300 Sole 33,300 NETAPP INC COM 64110D104 32,046 938,120 Sole 782,120 156,000 NETSUITE INC COM 64118Q107 4,481 55,970 Sole 55,970 NEUSTAR INC CL A 64126X201 1,085 23,314 Sole 23,314 NEW YORK & CO INC COM 649295102 350 85,497 Sole 85,497 NEWFIELD EXPL CO COM 651290108 2,991 133,400 Sole 133,400 NEWMARKET CORP COM 651587107 4,733 18,178 Sole 18,178 NEWPORT CORP COM 651824104 583 34,430 Sole 30,230 4,200 NEXSTAR BROADCASTING GROUP I CL A 65336K103 1,609 89,400 Sole 66,900 22,500 NEXTERA ENERGY INC COM 65339F101 322 4,150 Sole 4,150 NIKE INC CL B 654106103 2,541 43,056 Sole 43,056 NISOURCE INC COM 65473P105 1,179 40,200 Sole 40,200 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 778 20,400 Sole 20,400 NOBLE ENERGY INC COM 655044105 16,457 142,290 Sole 120,990 21,300 NORDSON CORP COM 655663102 2,718 41,220 Sole 41,220 NORTHFIELD BANCORP INC DEL COM 66611T108 477 42,000 Sole 37,900 4,100 NORTHROP GRUMMAN CORP COM 666807102 22,668 323,130 Sole 288,230 34,900 NORTHWEST BANCSHARES INC MD COM 667340103 411 32,400 Sole 32,400 NOVATEL WIRELESS INC COM NEW 66987M604 266 133,700 Sole 133,700 NU SKIN ENTERPRISES INC CL A 67018T105 14,079 318,540 Sole 283,440 35,100 NUVASIVE INC COM 670704105 6,031 283,000 Sole 222,500 60,500 NV ENERGY INC COM 67073Y106 8,693 434,000 Sole 378,800 55,200 NVIDIA CORP COM 67066G104 13,983 1,089,900 Sole 911,700 178,200 NVR INC COM 62944T105 18,306 16,948 Sole 14,067 2,881 OASIS PETE INC NEW COM 674215108 681 17,900 Sole 17,900 OCCIDENTAL PETE CORP DEL COM 674599105 780 9,950 Sole 9,950 OCEANEERING INTL INC COM 675232102 22,909 344,966 Sole 279,766 65,200 OCWEN FINL CORP COM NEW 675746309 3,758 99,100 Sole 98,400 700 OIL STS INTL INC COM 678026105 12,821 157,180 Sole 150,480 6,700 OLD NATL BANCORP IND COM 680033107 889 64,677 Sole 64,677 OM GROUP INC COM 670872100 3,261 138,900 Sole 129,100 9,800 OMEGA PROTEIN CORP COM 68210P107 174 16,200 Sole 16,200 OMNICELL INC COM 68213N109 1,645 87,107 Sole 71,798 15,309 OMNOVA SOLUTIONS INC COM 682129101 489 63,736 Sole 63,736 OPLINK COMMUNICATIONS INC COM NEW 68375Q403 598 36,440 Sole 33,440 3,000 ORBITAL SCIENCES CORP COM 685564106 4,131 247,505 Sole 207,605 39,900 ORTHOFIX INTL N V COM N6748L102 3,526 98,310 Sole 84,510 13,800 OSI SYSTEMS INC COM 671044105 3,943 63,300 Sole 52,600 10,700 OVERSTOCK COM INC DEL COM 690370101 430 34,912 Sole 34,912 OWENS ILL INC COM NEW 690768403 957 35,900 Sole 35,900 P C CONNECTION COM 69318J100 491 30,000 Sole 30,000 PACER INTL INC TENN COM 69373H106 678 134,800 Sole 134,800 PALO ALTO NETWORKS INC COM 697435105 1,731 30,590 Sole 30,590 PANERA BREAD CO CL A 69840W108 27,626 167,190 Sole 134,800 32,390 PANTRY INC COM 698657103 877 70,300 Sole 56,300 14,000 PAPA JOHNS INTL INC COM 698813102 5,942 96,128 Sole 78,928 17,200 PAR TECHNOLOGY CORP COM 698884103 177 37,658 Sole 37,658 PARK OHIO HLDGS CORP COM 700666100 728 21,970 Sole 21,970 PARKER DRILLING CO COM 701081101 828 193,500 Sole 150,200 43,300 PARKWAY PPTYS INC COM 70159Q104 440 23,700 Sole 23,700 PARTNERRE LTD COM G6852T105 17,777 190,926 Sole 150,756 40,170 PATTERSON COMPANIES INC COM 703395103 3,241 85,187 Sole 85,187 PEGASYSTEMS INC COM 705573103 1,224 43,600 Sole 40,500 3,100 PENFORD CORP COM 707051108 235 21,458 Sole 21,458 PENN VA CORP COM 707882106 1,632 403,900 Sole 340,900 63,000 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 736 37,977 Sole 37,977 PENSKE AUTOMOTIVE GRP INC COM 70959W103 9,024 270,500 Sole 244,000 26,500 PEREGRINE PHARMACEUTICALS IN COM NEW 713661304 375 281,852 Sole 120,600 161,252 PERICOM SEMICONDUCTOR CORP COM 713831105 479 70,338 Sole 70,338 PETSMART INC COM 716768106 16,174 260,454 Sole 222,854 37,600 PFIZER INC COM 717081103 1,419 49,180 Sole 40,580 8,600 PG&E CORP COM 69331C108 19,654 441,370 Sole 399,470 41,900 PHARMATHENE INC COM 71714G102 392 230,645 Sole 230,645 PHARMERICA CORP COM 71714F104 554 39,600 Sole 13,700 25,900 PHILLIPS 66 COM 718546104 1,406 20,090 Sole 15,490 4,600 PIKE ELEC CORP COM 721283109 1,916 134,680 Sole 115,780 18,900 PILGRIMS PRIDE CORP NEW COM 72147K108 711 77,400 Sole 63,000 14,400 PINNACLE WEST CAP CORP COM 723484101 9,990 172,566 Sole 172,566 PIONEER ENERGY SVCS CORP COM 723664108 1,765 213,980 Sole 158,380 55,600 PIPER JAFFRAY COS COM 724078100 1,262 36,800 Sole 31,500 5,300 PLEXUS CORP COM 729132100 4,413 181,540 Sole 155,340 26,200 PMC-SIERRA INC COM 69344F106 6,792 1,000,302 Sole 881,902 118,400 PNM RES INC COM 69349H107 9,656 414,600 Sole 386,700 27,900 POLYCOM INC COM 73172K104 1,888 170,400 Sole 168,100 2,300 POOL CORPORATION COM 73278L105 3,870 80,630 Sole 80,630 PORTLAND GEN ELEC CO COM NEW 736508847 1,462 48,200 Sole 48,200 POST PPTYS INC COM 737464107 268 5,690 Sole 5,690 POWELL INDS INC COM 739128106 799 15,200 Sole 13,700 1,500 POZEN INC COM 73941U102 791 150,126 Sole 126,726 23,400 PPG INDS INC COM 693506107 42,824 319,722 Sole 261,436 58,286 PRGX GLOBAL INC COM NEW 69357C503 156 22,400 Sole 22,400 PRICELINE COM INC COM NEW 741503403 19,757 28,710 Sole 21,890 6,820 PRIMORIS SVCS CORP COM 74164F103 728 32,940 Sole 15,840 17,100 PRINCIPAL FINL GROUP INC COM 74251V102 5,935 174,400 Sole 170,600 3,800 PROASSURANCE CORP COM 74267C106 13,044 275,602 Sole 234,262 41,340 PROCERA NETWORKS INC COM NEW 74269U203 120 10,110 Sole 10,110 PROCTER & GAMBLE CO COM 742718109 30,987 402,118 Sole 355,018 47,100 PROGENICS PHARMACEUTICALS IN COM 743187106 170 31,600 Sole 31,600 PROGRESS SOFTWARE CORP COM 743312100 291 12,727 Sole 12,727 PROS HOLDINGS INC COM 74346Y103 671 24,700 Sole 24,700 PROTECTIVE LIFE CORP COM 743674103 5,837 163,040 Sole 131,340 31,700 PROVIDENCE SVC CORP COM 743815102 640 34,630 Sole 29,230 5,400 PROVIDENT FINL SVCS INC COM 74386T105 721 47,200 Sole 34,800 12,400 PRUDENTIAL FINL INC COM 744320102 14,157 239,983 Sole 210,283 29,700 PTC INC COM 69370C100 1,196 46,910 Sole 46,910 PUBLIC STORAGE COM 74460D109 6,976 45,800 Sole 35,900 9,900 PVH CORP COM 693656100 1,527 14,300 Sole 14,300 QAD INC CL A 74727D306 396 30,838 Sole 30,838 QLOGIC CORP COM 747277101 25,047 2,159,194 Sole 1,746,582 412,612 QUALCOMM INC COM 747525103 442 6,610 Sole 6,610 QUANTA SVCS INC COM 74762E102 683 23,900 Sole 23,900 QUANTUM CORP COM DSSG 747906204 995 777,235 Sole 689,435 87,800 RADIOSHACK CORP COM 750438103 430 127,900 Sole 127,900 RADISYS CORP COM 750459109 510 103,699 Sole 103,699 RALPH LAUREN CORP CL A 751212101 16,410 96,920 Sole 78,740 18,180 RAMBUS INC DEL COM 750917106 1,111 198,100 Sole 145,400 52,700 RAYTHEON CO COM NEW 755111507 7,323 124,560 Sole 99,860 24,700 REALNETWORKS INC COM NEW 75605L708 297 38,464 Sole 38,464 REGIONS FINL CORP NEW COM 7591EP100 583 71,200 Sole 71,200 REINSURANCE GROUP AMER INC COM NEW 759351604 3,677 61,630 Sole 50,230 11,400 RENAISSANCERE HOLDINGS LTD COM G7496G103 3,578 38,900 Sole 33,800 5,100 RENASANT CORP COM 75970E107 358 16,000 Sole 16,000 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 238 31,000 Sole 31,000 RENTECH INC COM 760112102 991 421,719 Sole 355,319 66,400 REPUBLIC AWYS HLDGS INC COM 760276105 1,729 149,844 Sole 128,865 20,979 REVLON INC CL A NEW 761525609 306 13,700 Sole 13,700 REX AMERICAN RESOURCES CORP COM 761624105 257 11,600 Sole 11,600 RF MICRODEVICES INC COM 749941100 14,778 2,777,767 Sole 2,200,048 577,719 RIGEL PHARMACEUTICALS INC COM NEW 766559603 283 41,585 Sole 41,585 RIMAGE CORP COM 766721104 281 31,110 Sole 31,110 RITE AID CORP COM 767754104 2,640 1,389,500 Sole 1,065,400 324,100 RIVERBED TECHNOLOGY INC COM 768573107 6,835 458,100 Sole 399,200 58,900 ROCK-TENN CO CL A 772739207 6,187 66,680 Sole 65,880 800 ROCKWOOD HLDGS INC COM 774415103 2,480 37,900 Sole 37,900 ROSETTA RESOURCES INC COM 777779307 5,788 121,650 Sole 109,250 12,400 ROSETTA STONE INC COM 777780107 556 36,180 Sole 32,880 3,300 ROSS STORES INC COM 778296103 33,753 556,801 Sole 448,001 108,800 ROVI CORP COM 779376102 24,988 1,167,109 Sole 956,809 210,300 ROWAN COMPANIES PLC SHS CL A G7665A101 13,129 371,300 Sole 331,400 39,900 RPM INTL INC COM 749685103 3,966 125,600 Sole 121,200 4,400 RPX CORP COM 74972G103 404 28,635 Sole 25,835 2,800 RTI BIOLOGICS INC COM 74975N105 760 193,400 Sole 185,300 8,100 RUDOLPH TECHNOLOGIES INC COM 781270103 417 35,400 Sole 35,400 RUTHS HOSPITALITY GROUP INC COM 783332109 758 79,500 Sole 79,500 SABA SOFTWARE INC COM NEW 784932600 155 19,500 Sole 19,500 SAFETY INS GROUP INC COM 78648T100 836 17,000 Sole 17,000 SAFEWAY INC COM NEW 786514208 7,758 294,420 Sole 268,320 26,100 SAIA INC COM 78709Y105 4,303 118,978 Sole 100,078 18,900 SALIX PHARMACEUTICALS INC COM 795435106 6,786 132,600 Sole 125,600 7,000 SANDERSON FARMS INC COM 800013104 6,139 112,400 Sole 79,500 32,900 SANDISK CORP COM 80004C101 7,811 142,120 Sole 119,320 22,800 SANTARUS INC COM 802817304 5,379 310,400 Sole 262,200 48,200 SCANA CORP NEW COM 80589M102 599 11,700 Sole 11,700 SCANSOURCE INC COM 806037107 598 21,200 Sole 18,500 2,700 SCHOLASTIC CORP COM 807066105 1,148 43,084 Sole 43,084 SCHULMAN A INC COM 808194104 1,385 43,900 Sole 32,300 11,600 SCHWEITZER-MAUDUIT INTL INC COM 808541106 3,703 95,618 Sole 80,718 14,900 SCRIPPS E W CO OHIO CL A NEW 811054402 455 37,800 Sole 37,800 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 225 3,500 Sole 3,500 SEACHANGE INTL INC COM 811699107 1,335 112,309 Sole 95,609 16,700 SELECT INCOME REIT COM SH BEN INT 81618T100 450 17,000 Sole 17,000 SELECT MED HLDGS CORP COM 81619Q105 1,774 197,138 Sole 140,738 56,400 SELECTIVE INS GROUP INC COM 816300107 3,147 131,068 Sole 120,368 10,700 SENOMYX INC COM 81724Q107 204 96,700 Sole 96,700 SHERWIN WILLIAMS CO COM 824348106 5,853 34,658 Sole 32,928 1,730 SHFL ENTMT INC COM 78423R105 187 11,300 Sole 11,300 SHORETEL INC COM 825211105 962 264,971 Sole 247,971 17,000 SIGMA DESIGNS INC COM 826565103 675 138,577 Sole 121,977 16,600 SILGAN HOLDINGS INC COM 827048109 735 15,548 Sole 15,548 SILICON GRAPHICS INTL CORP COM 82706L108 4,690 341,123 Sole 305,348 35,775 SILICON IMAGE INC COM 82705T102 4,902 1,008,702 Sole 886,402 122,300 SILICON LABORATORIES INC COM 826919102 12,705 307,174 Sole 247,774 59,400 SIX FLAGS ENTMT CORP NEW COM 83001A102 210 2,900 Sole 2,900 SKECHERS U S A INC CL A 830566105 6,670 315,370 Sole 261,070 54,300 SKYLINE CORP COM 830830105 70 11,800 Sole 11,800 SKYWEST INC COM 830879102 4,849 302,100 Sole 253,300 48,800 SM ENERGY CO COM 78454L100 21,531 363,573 Sole 293,300 70,273 SMITH A O COM 831865209 13,314 180,977 Sole 126,975 54,002 SMITH MICRO SOFTWARE INC COM 832154108 314 238,159 Sole 224,759 13,400 SMITHFIELD FOODS INC COM 832248108 5,775 218,100 Sole 195,300 22,800 SOLTA MED INC COM 83438K103 353 160,613 Sole 160,613 SONIC AUTOMOTIVE INC CL A 83545G102 6,158 277,910 Sole 246,610 31,300 SOUTHERN CO COM 842587107 552 11,760 Sole 11,760 SOUTHWEST AIRLS CO COM 844741108 2,637 195,600 Sole 179,300 16,300 SOUTHWEST GAS CORP COM 844895102 769 16,200 Sole 15,600 600 SOVRAN SELF STORAGE INC COM 84610H108 2,406 37,314 Sole 23,814 13,500 SPANSION INC COM CL A NEW 84649R200 3,910 303,832 Sole 262,215 41,617 SPARTAN STORES INC COM 846822104 539 30,700 Sole 29,100 1,600 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP, 78467Y107 1,929 9,200 Sole 9,200 SPECTRUM BRANDS HLDGS INC COM 84763R101 2,388 42,200 Sole 42,200 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 13,976 735,979 Sole 586,979 149,000 SPX CORP COM 784635104 7,263 91,980 Sole 91,980 ST JUDE MED INC COM 790849103 33,716 833,740 Sole 704,140 129,600 STAGE STORES INC COM NEW 85254C305 6,706 259,130 Sole 211,830 47,300 STANCORP FINL GROUP INC COM 852891100 629 14,700 Sole 2,200 12,500 STANDARD MTR PRODS INC COM 853666105 826 29,800 Sole 22,200 7,600 STANDARD REGISTER CO COM 853887107 34 40,827 Sole 40,827 STANDEX INTL CORP COM 854231107 375 6,800 Sole 6,800 STARBUCKS CORP COM 855244109 210 3,690 Sole 3,690 STARTEK INC COM 85569C107 84 14,302 Sole 14,302 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 9,401 147,510 Sole 88,910 58,600 STATE BK FINL CORP COM 856190103 287 17,530 Sole 15,930 1,600 STATE STR CORP COM 857477103 23,706 401,180 Sole 343,250 57,930 STEC INC COM 784774101 1,064 240,678 Sole 188,800 51,878 STEEL DYNAMICS INC COM 858119100 12,690 799,341 Sole 615,741 183,600 STEIN MART INC COM 858375108 195 23,300 Sole 23,300 STEPAN CO COM 858586100 1,104 17,500 Sole 13,500 4,000 STONERIDGE INC COM 86183P102 437 57,320 Sole 57,320 SUCAMPO PHARMACEUTICALS INC CL A 864909106 189 28,900 Sole 28,900 SUMMER INFANT INC COM 865646103 234 89,300 Sole 89,300 SUNPOWER CORP COM 867652406 8,891 770,469 Sole 648,669 121,800 SUNTRUST BKS INC COM 867914103 17,135 594,770 Sole 512,600 82,170 SUPER MICRO COMPUTER INC COM 86800U104 741 65,600 Sole 48,900 16,700 SUPERIOR ENERGY SVCS INC COM 868157108 14,782 569,190 Sole 477,390 91,800 SURMODICS INC COM 868873100 810 29,707 Sole 29,707 SUSSER HLDGS CORP COM 869233106 486 9,500 Sole 9,500 SVB FINL GROUP COM 78486Q101 8,972 126,469 Sole 117,069 9,400 SWIFT TRANSN CO CL A 87074U101 1,665 117,450 Sole 95,750 21,700 SYKES ENTERPRISES INC COM 871237103 1,169 73,270 Sole 61,470 11,800 SYMANTEC CORP COM 871503108 12,908 523,000 Sole 464,300 58,700 SYMETRA FINL CORP COM 87151Q106 2,165 161,450 Sole 125,450 36,000 SYMMETRICOM INC COM 871543104 388 85,520 Sole 85,520 SYNAPTICS INC COM 87157D109 9,540 234,450 Sole 202,250 32,200 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 433 13,970 Sole 13,970 SYNERGETICS USA INC COM 87160G107 52 14,900 Sole 14,900 SYNOPSYS INC COM 871607107 32,961 918,634 Sole 744,373 174,261 SYNTEL INC COM 87162H103 447 6,620 Sole 6,620 TAL INTL GROUP INC COM 874083108 343 7,560 Sole 7,560 TARGACEPT INC COM 87611R306 576 134,551 Sole 109,700 24,851 TASER INTL INC COM 87651B104 2,565 322,700 Sole 265,700 57,000 TAUBMAN CTRS INC COM 876664103 1,222 15,730 Sole 15,730 TAYLOR CAP GROUP INC COM 876851106 233 14,600 Sole 11,400 3,200 TECH DATA CORP COM 878237106 9,537 209,180 Sole 171,280 37,900 TECHTARGET INC COM 87874R100 102 20,956 Sole 20,956 TECUMSEH PRODS CO CL A 878895200 259 29,709 Sole 29,709 TELECOMMUNICATION SYS INC CL A 87929J103 535 239,800 Sole 239,800 TELENAV INC COM 879455103 812 125,851 Sole 110,751 15,100 TELEPHONE & DATA SYS INC COM NEW 879433829 8,208 389,572 Sole 354,137 35,435 TELLABS INC COM 879664100 5,756 2,754,048 Sole 2,326,648 427,400 TENNANT CO COM 880345103 830 17,100 Sole 8,000 9,100 TERADATA CORP DEL COM 88076W103 3,645 62,300 Sole 62,300 TEREX CORP NEW COM 880779103 812 23,600 Sole 23,600 TESCO CORP COM 88157K101 1,837 137,166 Sole 127,366 9,800 TESORO CORP COM 881609101 22,555 385,230 Sole 331,730 53,500 TEXAS ROADHOUSE INC COM 882681109 3,868 191,580 Sole 157,480 34,100 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 865 21,870 Sole 21,870 TEXTRON INC COM 883203101 14,753 494,900 Sole 494,900 TGC INDS INC COM NEW 872417308 146 14,700 Sole 14,700 THORATEC CORP COM NEW 885175307 4,252 113,400 Sole 113,400 TIDEWATER INC COM 886423102 8,491 168,136 Sole 132,436 35,700 TIME WARNER CABLE INC COM 88732J207 19,317 201,090 Sole 156,090 45,000 TIME WARNER INC COM NEW 887317303 1,752 30,400 Sole 30,400 TIVO INC COM 888706108 4,890 394,700 Sole 339,200 55,500 TJX COS INC NEW COM 872540109 40,030 856,250 Sole 702,350 153,900 TMS INTL CORP CL A 87261Q103 793 60,069 Sole 57,569 2,500 TOLL BROTHERS INC COM 889478103 996 29,100 Sole 29,100 TOTAL SYS SVCS INC COM 891906109 11,571 466,947 Sole 349,247 117,700 TOWER GROUP INTL LTD COM G8988C105 297 16,088 Sole 16,088 TRACTOR SUPPLY CO COM 892356106 20,295 194,905 Sole 163,525 31,380 TRANSACT TECHNOLOGIES INC COM 892918103 151 19,000 Sole 19,000 TRANSCEPT PHARMACEUTICALS IN COM 89354M106 159 33,225 Sole 33,225 TRAVELERS COMPANIES INC COM 89417E109 19,812 235,320 Sole 171,020 64,300 TREEHOUSE FOODS INC COM 89469A104 4,951 76,000 Sole 61,400 14,600 TRIMAS CORP COM NEW 896215209 220 6,790 Sole 6,790 TRIPLE-S MGMT CORP CL B 896749108 301 17,300 Sole 17,300 TRUE RELIGION APPAREL INC COM 89784N104 3,675 140,760 Sole 106,460 34,300 TRUEBLUE INC COM 89785X101 2,503 118,420 Sole 105,620 12,800 TTM TECHNOLOGIES INC COM 87305R109 1,033 135,900 Sole 111,100 24,800 TUPPERWARE BRANDS CORP COM 899896104 23,195 283,770 Sole 250,470 33,300 TUTOR PERINI CORP COM 901109108 3,513 182,000 Sole 156,100 25,900 TYSON FOODS INC CL A 902494103 13,385 539,270 Sole 471,970 67,300 U S ENERGY CORP WYO COM 911805109 173 104,340 Sole 104,340 UIL HLDG CORP COM 902748102 519 13,100 Sole 10,300 2,800 ULTIMATE SOFTWARE GROUP INC COM 90385D107 1,895 18,190 Sole 18,190 ULTRALIFE CORP COM 903899102 113 25,261 Sole 25,261 UNIFIRST CORP MASS COM 904708104 1,692 18,700 Sole 16,300 2,400 UNION PAC CORP COM 907818108 51,060 358,543 Sole 292,313 66,230 UNISYS CORP COM NEW 909214306 3,743 164,510 Sole 139,810 24,700 UNIT CORP COM 909218109 2,309 50,700 Sole 47,200 3,500 UNITED FIRE GROUP INC COM 910340108 707 27,771 Sole 25,864 1,907 UNITED NAT FOODS INC COM 911163103 10,297 209,290 Sole 185,790 23,500 UNITED ONLINE INC COM 911268100 3,287 545,105 Sole 476,305 68,800 UNITED STATES CELLULAR CORP COM 911684108 2,886 80,160 Sole 65,660 14,500 UNITED STATES STL CORP NEW COM 912909108 739 37,900 Sole 37,900 UNITED THERAPEUTICS CORP DEL COM 91307C102 7,907 129,894 Sole 129,894 UNITEDHEALTH GROUP INC COM 91324P102 324 5,670 Sole 5,670 UNIVERSAL AMERN CORP NEW COM 91338E101 533 63,979 Sole 61,979 2,000 UNIVERSAL ELECTRS INC COM 913483103 219 9,431 Sole 9,431 UNIVERSAL INS HLDGS INC COM 91359V107 75 15,400 Sole 15,400 UNWIRED PLANET INC NEW COM 91531F103 609 274,460 Sole 274,160 300 URBAN OUTFITTERS INC COM 917047102 7,786 200,970 Sole 200,970 URS CORP NEW COM 903236107 23,795 501,901 Sole 427,701 74,200 URSTADT BIDDLE PPTYS INC CL A 917286205 292 13,400 Sole 13,400 US BANCORP DEL COM NEW 902973304 1,082 31,900 Sole 31,900 USEC INC COM 90333E108 246 664,431 Sole 664,431 UTI WORLDWIDE INC ORD G87210103 1,356 93,668 Sole 86,788 6,880 VALERO ENERGY CORP NEW COM 91913Y100 10,099 222,000 Sole 222,000 VALMONT INDS INC COM 920253101 5,665 36,019 Sole 34,519 1,500 VALSPAR CORP COM 920355104 18,399 295,572 Sole 246,064 49,508 VANDA PHARMACEUTICALS INC COM 921659108 641 163,412 Sole 163,412 VANTAGE DRILLING COMPANY ORD SHS G93205113 253 144,800 Sole 108,200 36,600 VANTIV INC CL A 92210H105 1,574 66,300 Sole 66,300 VASCO DATA SEC INTL INC COM 92230Y104 90 10,694 Sole 10,694 VASCULAR SOLUTIONS INC COM 92231M109 418 25,790 Sole 25,790 VERINT SYS INC COM 92343X100 5,258 143,852 Sole 118,733 25,119 VERTEX PHARMACEUTICALS INC COM 92532F100 4,036 73,420 Sole 63,420 10,000 VIACOM INC NEW CL B 92553P201 13,339 216,970 Sole 150,870 66,100 VIAD CORP COM NEW 92552R406 2,978 107,661 Sole 81,561 26,100 VISA INC COM CL A 92826C839 17,053 100,406 Sole 69,076 31,330 VMWARE INC CL A COM 928563402 17,530 222,230 Sole 173,230 49,000 VOLTERRA SEMICONDUCTOR CORP COM 928708106 254 17,870 Sole 17,870 VONAGE HLDGS CORP COM 92886T201 426 147,500 Sole 24,600 122,900 VOXX INTL CORP CL A 91829F104 482 45,000 Sole 33,900 11,100 WABTEC CORP COM 929740108 3,932 38,510 Sole 38,510 WARNER CHILCOTT PLC IRELAND SHS A G94368100 13,767 1,016,000 Sole 736,800 279,200 WARREN RES INC COM 93564A100 86 26,600 Sole 26,600 WASHINGTON FED INC COM 938824109 903 51,600 Sole 51,600 WASHINGTON POST CO CL B 939640108 1,560 3,491 Sole 2,961 530 WEBSTER FINL CORP CONN COM 947890109 4,032 166,210 Sole 166,210 WEINGARTEN RLTY INVS SH BEN INT 948741103 242 7,680 Sole 7,680 WELLCARE HEALTH PLANS INC COM 94946T106 2,568 44,300 Sole 44,300 WELLPOINT INC COM 94973V107 34,436 519,947 Sole 431,150 88,797 WELLS FARGO & CO NEW COM 949746101 12,511 338,230 Sole 290,810 47,420 WENDYS CO COM 95058W100 287 50,500 Sole 50,500 WERNER ENTERPRISES INC COM 950755108 548 22,700 Sole 22,700 WEST PHARMACEUTICAL SVSC INC COM 955306105 3,124 48,100 Sole 43,700 4,400 WESTAR ENERGY INC COM 95709T100 1,605 48,380 Sole 37,480 10,900 WESTELL TECHNOLOGIES INC CL A 957541105 285 141,842 Sole 141,842 WESTERN DIGITAL CORP COM 958102105 38,490 765,370 Sole 634,370 131,000 WESTERN REFNG INC COM 959319104 9,260 261,500 Sole 216,300 45,200 WET SEAL INC CL A 961840105 1,807 598,481 Sole 518,381 80,100 WHIRLPOOL CORP COM 963320106 12,900 108,898 Sole 94,058 14,840 WHITE MTNS INS GROUP LTD COM G9618E107 1,326 2,339 Sole 1,407 932 WHITING PETE CORP NEW COM 966387102 19,517 383,900 Sole 312,100 71,800 WHOLE FOODS MKT INC COM 966837106 20,096 231,650 Sole 216,050 15,600 WILEY JOHN & SONS INC CL A 968223206 5,758 147,802 Sole 133,302 14,500 WILSHIRE BANCORP INC COM 97186T108 1,258 185,600 Sole 160,800 24,800 WINTHROP RLTY TR SH BEN INT NEW 976391300 279 22,200 Sole 22,200 WISDOMTREE INVTS INC COM 97717P104 1,014 97,500 Sole 97,500 WORLD FUEL SVCS CORP COM 981475106 1,922 48,400 Sole 48,400 WORTHINGTON INDS INC COM 981811102 994 32,100 Sole 32,100 WYNDHAM WORLDWIDE CORP COM 98310W108 3,118 48,350 Sole 48,350 XCEL ENERGY INC COM 98389B100 259 8,730 Sole 8,730 XENOPORT INC COM 98411C100 2,121 296,651 Sole 247,011 49,640 XERIUM TECHNOLOGIES INC COM NEW 98416J118 260 47,710 Sole 47,710 XO GROUP INC COM 983772104 1,066 106,600 Sole 98,800 7,800 ZALE CORP NEW COM 988858106 295 75,100 Sole 32,500 42,600 ZALICUS INC COM 98887C105 345 517,680 Sole 517,680 ZEP INC COM 98944B108 201 13,400 Sole 9,400 4,000 ZIMMER HLDGS INC COM 98956P102 12,315 163,720 Sole 130,420 33,300

SK 00151 0002 1375651