The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADVENT SOFTWARE INC. | COM | 007974108 | 5,534 | 169,900 | SH | SOLE | 159,200 | 0 | 10,700 | ||
AKAMAI TECHNOLOGIES COM | COM | 00971T101 | 101,132 | 1,656,268 | SH | SOLE | 1,206,235 | 0 | 450,033 | ||
ALIGN TECHNOLOGY INC COM | COM | 016255101 | 66,915 | 1,194,060 | SH | SOLE | 934,498 | 0 | 259,562 | ||
AMGEN INC COM | COM | 031162100 | 479 | 4,045 | SH | SOLE | 4,045 | 0 | 0 | ||
APPLE INC COM | COM | 037833100 | 8,924 | 96,024 | SH | SOLE | 95,849 | 0 | 175 | ||
ARM HLDGS PLC SPONSORED ADR | COM | 042068106 | 40,515 | 895,557 | SH | SOLE | 634,403 | 0 | 261,154 | ||
ARUBA NETWORKS INC COM | COM | 043176106 | 14,611 | 833,950 | SH | SOLE | 777,050 | 0 | 56,900 | ||
AUTODESK INC COM | COM | 052769106 | 107,698 | 1,910,210 | SH | SOLE | 1,369,384 | 0 | 540,826 | ||
BANK OF AMERICA CORPORATION CO | COM | 060505104 | 470 | 30,565 | SH | SOLE | 30,565 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP COM | COM | 101137107 | 399 | 31,270 | SH | SOLE | 31,270 | 0 | 0 | ||
BOTTOMLINE TECHNOLOGIES DELINC | COM | 101388106 | 12,530 | 418,795 | SH | SOLE | 392,020 | 0 | 26,775 | ||
BRADY CORP CL A | COM | 104674106 | 20,479 | 685,615 | SH | SOLE | 490,380 | 0 | 195,235 | ||
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 368 | 7,595 | SH | SOLE | 7,595 | 0 | 0 | ||
CABELAS INC COM | COM | 126804301 | 122,453 | 1,962,394 | SH | SOLE | 1,515,155 | 0 | 447,239 | ||
CAPELLA EDUCATION COMPANY | COM | 139594105 | 4,505 | 82,825 | SH | SOLE | 76,975 | 0 | 5,850 | ||
CBEYOND INC COM | COM | 149847105 | 3,220 | 323,600 | SH | SOLE | 304,075 | 0 | 19,525 | ||
CBS CORP NEW CL B | COM | 124857202 | 514 | 8,264 | SH | SOLE | 8,264 | 0 | 0 | ||
CEVA INC COM | COM | 157210105 | 9,586 | 649,021 | SH | SOLE | 598,421 | 0 | 50,600 | ||
CHECK POINT SOFTWARE TECH LTD | COM | M22465104 | 433 | 6,460 | SH | SOLE | 6,460 | 0 | 0 | ||
CHEESECAKE FACTORY INC COM | COM | 163072101 | 48,261 | 1,039,650 | SH | SOLE | 843,210 | 0 | 196,440 | ||
CHEVRON CORP NEW COM | COM | 166764100 | 424 | 3,250 | SH | SOLE | 3,250 | 0 | 0 | ||
CITIGROUP INC COM NEW | COM | 172967424 | 406 | 8,625 | SH | SOLE | 8,625 | 0 | 0 | ||
COMSCORE INC COM | COM | 20564W105 | 7,191 | 202,675 | SH | SOLE | 187,675 | 0 | 15,000 | ||
CONVERGYS CORP COM | COM | 212485106 | 496 | 23,125 | SH | SOLE | 23,125 | 0 | 0 | ||
CORPORATE EXECUTIVE BRD CO COM | COM | 21988R102 | 59,858 | 877,423 | SH | SOLE | 649,243 | 0 | 228,180 | ||
COSTAR GROUP INC COM | COM | 22160N109 | 9,138 | 57,774 | SH | SOLE | 54,724 | 0 | 3,050 | ||
CYNOSURE INC CL A | COM | 232577205 | 6,435 | 302,822 | SH | SOLE | 286,397 | 0 | 16,425 | ||
DESTINATION MATERNITY CORP | COM | 25065D100 | 5,036 | 221,150 | SH | SOLE | 207,850 | 0 | 13,300 | ||
DOLBY LABORATORIES INC | COM | 25659T107 | 32,388 | 749,720 | SH | SOLE | 542,686 | 0 | 207,034 | ||
DREAMWORKS ANIMATION SKG | COM | 26153C103 | 32,064 | 1,378,504 | SH | SOLE | 1,002,691 | 0 | 375,813 | ||
DRIL-QUIP INC COM | COM | 262037104 | 479 | 4,381 | SH | SOLE | 4,381 | 0 | 0 | ||
DTS INC COM | COM | 23335C101 | 5,330 | 289,509 | SH | SOLE | 271,809 | 0 | 17,700 | ||
E TRADE FINANCIAL CORP | COM | 269246401 | 35,246 | 1,657,852 | SH | SOLE | 1,173,723 | 0 | 484,129 | ||
EATON CORP PLC | COM | G29183103 | 85,520 | 1,108,056 | SH | SOLE | 795,418 | 0 | 312,638 | ||
EDWARDS LIFESCIENCES CORP COM | COM | 28176E108 | 118,334 | 1,378,536 | SH | SOLE | 1,014,482 | 0 | 364,054 | ||
EMERSON ELEC CO COM | COM | 291011104 | 687 | 10,350 | SH | SOLE | 10,350 | 0 | 0 | ||
ETHAN ALLEN INTERIORS INC COM | COM | 297602104 | 60,302 | 2,437,429 | SH | SOLE | 1,847,781 | 0 | 589,648 | ||
EXXON MOBIL CORP COM | COM | 30231G102 | 466 | 4,630 | SH | SOLE | 4,630 | 0 | 0 | ||
FACTSET RESH SYS INC COM | COM | 303075105 | 79,584 | 661,653 | SH | SOLE | 475,476 | 0 | 186,177 | ||
GARMIN LTD | COM | H2906T109 | 77,606 | 1,274,321 | SH | SOLE | 952,887 | 0 | 321,434 | ||
GENTEX CORP COM | COM | 371901109 | 66,317 | 2,279,734 | SH | SOLE | 1,665,908 | 0 | 613,826 | ||
GENTHERM INC COM | COM | 37253A103 | 35,947 | 808,706 | SH | SOLE | 759,206 | 0 | 49,500 | ||
GRACO INC COM | COM | 384109104 | 37,927 | 485,739 | SH | SOLE | 347,401 | 0 | 138,338 | ||
IHS INC | COM | 451734107 | 32,520 | 239,702 | SH | SOLE | 171,958 | 0 | 67,744 | ||
INFORMATICA CORP COM | COM | 45666Q102 | 417 | 11,700 | SH | SOLE | 11,700 | 0 | 0 | ||
INTELIQUENT INC | COM | 45825N107 | 2,099 | 151,325 | SH | SOLE | 143,475 | 0 | 7,850 | ||
INTUIT COM | COM | 461202103 | 155,457 | 1,930,424 | SH | SOLE | 1,415,551 | 0 | 514,873 | ||
INTUITIVE SURGICAL INC COM NEW | COM | 46120E602 | 67,326 | 163,491 | SH | SOLE | 118,687 | 0 | 44,804 | ||
INVESTMENT TECHNOLOGY | COM | 46145F105 | 2,875 | 170,345 | SH | SOLE | 155,945 | 0 | 14,400 | ||
IROBOT CORP COM | COM | 462726100 | 10,784 | 263,350 | SH | SOLE | 263,350 | 0 | 0 | ||
ISHARES TR RUSSELL MCP GR | COM | 464287481 | 7,176 | 80,125 | SH | SOLE | 80,125 | 0 | 0 | ||
JANUS CAP GROUP INC COM | COM | 47102X105 | 35,145 | 2,816,090 | SH | SOLE | 2,014,692 | 0 | 801,398 | ||
JETBLUE AIRWAYS CORP COM | COM | 477143101 | 46,418 | 4,278,116 | SH | SOLE | 2,900,595 | 0 | 1,377,521 | ||
KEY TECHNOLOGY INC COM | COM | 493143101 | 2,995 | 243,127 | SH | SOLE | 223,952 | 0 | 19,175 | ||
L BRANDS INC | COM | 501797104 | 103,845 | 1,770,286 | SH | SOLE | 1,284,577 | 0 | 485,709 | ||
LANDSTAR SYS INC COM | COM | 515098101 | 64,902 | 1,014,096 | SH | SOLE | 734,318 | 0 | 279,778 | ||
LEAPFROG ENTERPRISES INC CL A | COM | 52186N106 | 3,900 | 530,650 | SH | SOLE | 492,550 | 0 | 38,100 | ||
LIQUIDITY SERVICES INC COM | COM | 53635B107 | 2,355 | 149,450 | SH | SOLE | 139,750 | 0 | 9,700 | ||
LUMBER LIQUIDATORS HLDGS INC C | COM | 55003T107 | 13,030 | 171,561 | SH | SOLE | 159,361 | 0 | 12,200 | ||
MASTERCARD INC CL A | COM | 57636Q104 | 507 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 12,535 | 292,795 | SH | SOLE | 275,995 | 0 | 16,800 | ||
MERCURY SYS INC COM | COM | 589378108 | 2,648 | 233,475 | SH | SOLE | 220,275 | 0 | 13,200 | ||
MICROCHIP TECHNOLOGY INC COM | COM | 595017104 | 47,338 | 969,844 | SH | SOLE | 695,716 | 0 | 274,128 | ||
MIDDLEBY CORP COM | COM | 596278101 | 148,490 | 1,795,089 | SH | SOLE | 1,342,959 | 0 | 452,130 | ||
MYRIAD GENETICS INC COM | COM | 62855J104 | 32,706 | 840,332 | SH | SOLE | 596,962 | 0 | 243,370 | ||
NAUTILUS INC COM | COM | 63910B102 | 10,932 | 985,752 | SH | SOLE | 913,752 | 0 | 72,000 | ||
NOBLE CORPORATION PLC | COM | G65431101 | 63,426 | 1,889,929 | SH | SOLE | 1,378,512 | 0 | 511,417 | ||
NUVASIVE INC COM | COM | 670704105 | 2,462 | 69,225 | SH | SOLE | 63,025 | 0 | 6,200 | ||
OPEN TEXT CORP COM | COM | 683715106 | 157,737 | 3,290,290 | SH | SOLE | 2,530,694 | 0 | 759,596 | ||
PANHANDLE OIL AND GAS INC | COM | 698477106 | 4,270 | 76,206 | SH | SOLE | 68,281 | 0 | 7,925 | ||
PAYCHEX INC COM | COM | 704326107 | 28,712 | 690,850 | SH | SOLE | 502,063 | 0 | 188,787 | ||
PC-TEL INC COM | COM | 69325Q105 | 7,151 | 883,982 | SH | SOLE | 837,284 | 0 | 46,698 | ||
PLANTRONICS INC NEW COM | COM | 727493108 | 82,338 | 1,713,594 | SH | SOLE | 1,323,895 | 0 | 389,699 | ||
PLEXUS CORP COM | COM | 729132100 | 137,117 | 3,167,399 | SH | SOLE | 2,379,777 | 0 | 787,622 | ||
QLIK TECHNOLOGIES INC | COM | 74733T105 | 32,525 | 1,437,875 | SH | SOLE | 1,045,975 | 0 | 391,900 | ||
RALLY SOFTWARE DEV CORP | COM | 751198102 | 4,710 | 432,475 | SH | SOLE | 406,075 | 0 | 26,400 | ||
RALPH LAUREN CORP CL A | COM | 751212101 | 68,058 | 423,538 | SH | SOLE | 310,231 | 0 | 113,307 | ||
REALPAGE INC COM | COM | 75606N109 | 31,475 | 1,400,115 | SH | SOLE | 1,025,541 | 0 | 374,574 | ||
ROSETTA STONE INC. | COM | 777780107 | 1,182 | 121,600 | SH | SOLE | 114,075 | 0 | 7,525 | ||
ROYAL CARIBBEAN CRUISES LTD CO | COM | V7780T103 | 69,522 | 1,250,402 | SH | SOLE | 887,593 | 0 | 362,809 | ||
SEAGATE TECHNOLOGY PLC SHS | COM | G7945M107 | 146,955 | 2,586,328 | SH | SOLE | 1,912,684 | 0 | 673,644 | ||
SELECT COMFORT CORP | COM | 81616X103 | 78,300 | 3,789,914 | SH | SOLE | 3,020,654 | 0 | 769,260 | ||
SOHU COM INC COM | COM | 83408W103 | 315 | 5,460 | SH | SOLE | 5,460 | 0 | 0 | ||
SPECTRANETICS CORP | COM | 84760C107 | 5,960 | 260,511 | SH | SOLE | 244,550 | 0 | 15,961 | ||
STAMPS COM INC COM NEW | COM | 852857200 | 20,113 | 596,995 | SH | SOLE | 562,395 | 0 | 34,600 | ||
STRATASYS LTD SHS | COM | M85548101 | 17,017 | 149,759 | SH | SOLE | 140,959 | 0 | 8,800 | ||
SUPER MICRO COMPUTER INC COM | COM | 86800U104 | 6,489 | 256,775 | SH | SOLE | 238,775 | 0 | 18,000 | ||
SURMODICS INC COM | COM | 868873100 | 4,045 | 188,827 | SH | SOLE | 174,827 | 0 | 14,000 | ||
SYNAPTICS INC COM | COM | 87157D109 | 38,841 | 428,523 | SH | SOLE | 404,523 | 0 | 24,000 | ||
TCF FINL CORP COM | COM | 872275102 | 30,326 | 1,852,540 | SH | SOLE | 1,325,378 | 0 | 527,162 | ||
TERADATA CORP | COM | 88076W103 | 28,450 | 707,706 | SH | SOLE | 514,975 | 0 | 192,731 | ||
TJX COS INC NEW COM | COM | 872540109 | 145,055 | 2,729,161 | SH | SOLE | 1,961,276 | 0 | 767,885 | ||
TREX CO INC COM | COM | 89531P105 | 11,367 | 394,417 | SH | SOLE | 369,417 | 0 | 25,000 | ||
TRIMBLE NAVIGATION LTD COM | COM | 896239100 | 139,148 | 3,765,841 | SH | SOLE | 2,891,086 | 0 | 874,755 | ||
TUMI HLDGS INC | COM | 89969q104 | 34,351 | 1,706,461 | SH | SOLE | 1,307,450 | 0 | 399,011 | ||
TW TELECOM INC COM | COM | 87311L104 | 62,912 | 1,560,696 | SH | SOLE | 1,234,545 | 0 | 326,151 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 9,067 | 65,624 | SH | SOLE | 62,424 | 0 | 3,200 | ||
ULTRA PETROLEUM CORP | COM | 903914109 | 35,505 | 1,195,866 | SH | SOLE | 880,233 | 0 | 315,633 | ||
UNITED STATES STL CORP NEW COM | COM | 912909108 | 371 | 14,265 | SH | SOLE | 14,265 | 0 | 0 | ||
VARIAN MED SYS INC COM | COM | 92220P105 | 65,116 | 783,209 | SH | SOLE | 565,403 | 0 | 217,806 | ||
VASCO DATA SEC INTL INC COM | COM | 92230Y104 | 4,315 | 372,006 | SH | SOLE | 345,606 | 0 | 26,400 | ||
VIASAT INC COM | COM | 92552V100 | 33,321 | 574,892 | SH | SOLE | 471,370 | 0 | 103,522 | ||
VMWARE INC CL A COM | COM | 928563402 | 479 | 4,945 | SH | SOLE | 4,945 | 0 | 0 | ||
YAHOO INC COM | COM | 984332106 | 88,597 | 2,521,967 | SH | SOLE | 1,873,230 | 0 | 648,737 | ||
NESTLE SA | COM | H57312649 | 209 | 2,700 | SH | SOLE | 2,700 | 0 | 0 |