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 |
3M CO COM | COM | 88579Y101 | 226 | 1,894 | SH | SOLE | 1,894 | 0 | 0 | ||
ABBOTT LABS COM | COM | 002824100 | 935 | 28,180 | SH | SOLE | 28,180 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 1,464 | 32,740 | SH | SOLE | 32,740 | 0 | 0 | ||
ACADIA PHARMACEUTICALS INC COM | COM | 004225108 | 56,603 | 2,060,551 | SH | SOLE | 1,260,325 | 0 | 800,226 | ||
ACCURAY INC | COM | 004397105 | 555 | 75,200 | SH | SOLE | 75,200 | 0 | 0 | ||
ACTAVIS INC COM | COM | 00507K103 | 198,844 | 1,380,862 | SH | SOLE | 1,161,072 | 0 | 219,790 | ||
AIR PRODS & CHEMS INC COM | COM | 009158106 | 1,508 | 14,150 | SH | SOLE | 14,150 | 0 | 0 | ||
AKAMAI TECHNOLOGIES INC COM | COM | 00971T101 | 25,588 | 494,935 | SH | SOLE | 352,705 | 0 | 142,230 | ||
ALBEMARLE CORP COM | COM | 012653101 | 17,360 | 275,825 | SH | SOLE | 195,345 | 0 | 80,480 | ||
ALEXANDER & BALDWIN INC NEW CO | COM | 014491104 | 57,170 | 1,587,165 | SH | SOLE | 1,164,900 | 0 | 422,265 | ||
ALKERMES PLC SHS | COM | G01767105 | 118,638 | 3,528,800 | SH | SOLE | 2,348,660 | 0 | 1,180,140 | ||
ALLERGAN INC COM | COM | 018490102 | 982 | 10,860 | SH | SOLE | 10,860 | 0 | 0 | ||
ALLIANCE DATA SYSTEMS CORP COM | COM | 018581108 | 218,428 | 1,032,901 | SH | SOLE | 726,395 | 0 | 306,506 | ||
ALLISON TRANSMISSION HLDGS INC | COM | 01973R101 | 32,807 | 1,309,675 | SH | SOLE | 929,895 | 0 | 379,780 | ||
ALLSCRIPTS HLTHCAR SOL COM | COM | 01988P108 | 34,541 | 2,322,868 | SH | SOLE | 1,394,238 | 0 | 928,630 | ||
ALTERA CORP | COM | 021441100 | 95,292 | 2,564,367 | SH | SOLE | 2,134,367 | 0 | 430,000 | ||
ALTRIA GROUP INC COM | COM | 02209S103 | 1,491 | 43,408 | SH | SOLE | 43,408 | 0 | 0 | ||
AMAZON COM INC COM | COM | 023135106 | 133,453 | 426,857 | SH | SOLE | 363,797 | 0 | 63,060 | ||
AMC NETWORKS INC CL A | COM | 00164V103 | 29,401 | 429,213 | SH | SOLE | 303,630 | 0 | 125,583 | ||
AMERICAN INTL GROUP INC COM NE | COM | 026874784 | 167,713 | 3,448,760 | SH | SOLE | 2,964,850 | 0 | 483,910 | ||
AMERICAN RAILCAR INDS COM | COM | 02916P103 | 377 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | ||
AMERICAN TOWER CORP CL A | COM | 03027X100 | 62,408 | 841,869 | SH | SOLE | 697,899 | 0 | 143,970 | ||
AMERICAN WTR WKS CO INC NEW CO | COM | 030420103 | 925 | 22,420 | SH | SOLE | 22,420 | 0 | 0 | ||
AMERIPRISE FINL INC COM | COM | 03076C106 | 67,322 | 739,150 | SH | SOLE | 595,120 | 0 | 144,030 | ||
AMETEK INC NEW COM | COM | 031100100 | 118,623 | 2,577,644 | SH | SOLE | 2,108,704 | 0 | 468,940 | ||
AMGEN INC COM | COM | 031162100 | 134,596 | 1,202,551 | SH | SOLE | 1,000,316 | 0 | 202,235 | ||
ANALOG DEVICES INC | COM | 032654105 | 932 | 19,810 | SH | SOLE | 19,810 | 0 | 0 | ||
APPLE INC COM | COM | 037833100 | 415,557 | 871,645 | SH | SOLE | 744,789 | 0 | 126,856 | ||
ARBOR RLTY TR INC COM | COM | 038923108 | 1,015 | 149,650 | SH | SOLE | 149,650 | 0 | 0 | ||
ARCOS DORADOS HOLDINGS INC SHS | COM | G0457F107 | 23,443 | 1,978,302 | SH | SOLE | 1,196,695 | 0 | 781,607 | ||
ARTHROCARE CORP COM | COM | 043136100 | 104,430 | 2,935,077 | SH | SOLE | 2,089,641 | 0 | 845,436 | ||
ARUBA NETWORKS INC COM | COM | 043176106 | 8,477 | 509,410 | SH | SOLE | 319,190 | 0 | 190,220 | ||
ATMI INC COM | COM | 00207R101 | 1,107 | 41,730 | SH | SOLE | 41,730 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING INC | COM | 053015103 | 1,316 | 18,175 | SH | SOLE | 18,175 | 0 | 0 | ||
AVAGO TECHNOLOGIES LTD SHS | COM | Y0486S104 | 54,284 | 1,260,080 | SH | SOLE | 761,950 | 0 | 498,130 | ||
B & G FOODS INC NEW COM | COM | 05508R106 | 56,169 | 1,625,744 | SH | SOLE | 1,265,500 | 0 | 360,244 | ||
B/E AEROSPACE INC COM | COM | 073302101 | 81,077 | 1,098,309 | SH | SOLE | 771,035 | 0 | 327,274 | ||
BALLY TECHNOLOGIES INC COM | COM | 05874B107 | 29,723 | 412,470 | SH | SOLE | 267,980 | 0 | 144,490 | ||
BARD C R INC COM | COM | 067383109 | 37,316 | 323,925 | SH | SOLE | 231,725 | 0 | 92,200 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 762 | 6,713 | SH | SOLE | 213 | 0 | 6,500 | ||
BEST BUY INC COM | COM | 086516101 | 77,663 | 2,071,020 | SH | SOLE | 1,253,090 | 0 | 817,930 | ||
BGC PARTNERS INC CL A | COM | 05541T101 | 17,868 | 3,167,520 | SH | SOLE | 1,983,760 | 0 | 1,183,760 | ||
BIOCRYST PHARMACEUTICALS COM | COM | 09058V103 | 284 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
BLACKSTONE MTG TR INC COM CL A | COM | 09257W100 | 13,078 | 519,160 | SH | SOLE | 327,690 | 0 | 191,470 | ||
BOEING CO COM | COM | 097023105 | 200 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | ||
BORGWARNER INC COM | COM | 099724106 | 97,074 | 957,435 | SH | SOLE | 815,840 | 0 | 141,595 | ||
BOSTON PROPERTIES INC COM | COM | 101121101 | 235 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN DEL | COM | 109194100 | 21,286 | 594,090 | SH | SOLE | 372,210 | 0 | 221,880 | ||
BRINKER INTL INC | COM | 109641100 | 44,708 | 1,103,080 | SH | SOLE | 667,100 | 0 | 435,980 | ||
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 205,060 | 4,430,865 | SH | SOLE | 3,894,815 | 0 | 536,050 | ||
BRUNSWICK CORP COM | COM | 117043109 | 247 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC COM | COM | 127387108 | 10,387 | 768,851 | SH | SOLE | 481,865 | 0 | 286,986 | ||
CALGON CARBON CORP COM | COM | 129603106 | 325 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
CALIX INC COM | COM | 13100M509 | 435 | 34,200 | SH | SOLE | 34,200 | 0 | 0 | ||
CAMBREX CORP COM | COM | 132011107 | 355 | 26,900 | SH | SOLE | 26,900 | 0 | 0 | ||
CARDINAL HEALTH INC COM | COM | 14149Y108 | 167,165 | 3,205,460 | SH | SOLE | 2,571,850 | 0 | 633,610 | ||
CARDIOVASCULAR SYS INC DEL COM | COM | 141619106 | 367 | 18,300 | SH | SOLE | 18,300 | 0 | 0 | ||
CAVIUM INC COM | COM | 14964U108 | 30,492 | 740,090 | SH | SOLE | 463,240 | 0 | 276,850 | ||
CBRE GROUP INC | COM | 12504L109 | 45,784 | 1,979,403 | SH | SOLE | 1,674,933 | 0 | 304,470 | ||
CELANESE CORP DEL COM SER A | COM | 150870103 | 18,715 | 354,517 | SH | SOLE | 213,435 | 0 | 141,082 | ||
CELGENE CORP COM | COM | 151020104 | 347,722 | 2,255,929 | SH | SOLE | 1,945,567 | 0 | 310,362 | ||
CHEESECAKE FACTORY INC COM | COM | 163072101 | 19,219 | 437,289 | SH | SOLE | 302,310 | 0 | 134,979 | ||
CHEFS WHSE INC COM | COM | 163086101 | 9,835 | 425,740 | SH | SOLE | 266,450 | 0 | 159,290 | ||
CHEVRON CORP NEW COM | COM | 166764100 | 243 | 2,000 | SH | SOLE | 1,200 | 0 | 800 | ||
CHUBB CORP COM | COM | 171232101 | 427 | 4,779 | SH | SOLE | 4,779 | 0 | 0 | ||
CHURCH & DWIGHT INC COM | COM | 171340102 | 26,599 | 442,950 | SH | SOLE | 316,290 | 0 | 126,660 | ||
CITRIX SYS INC COM | COM | 177376100 | 130,826 | 1,852,792 | SH | SOLE | 1,572,244 | 0 | 280,548 | ||
COCA COLA CO COM | COM | 191216100 | 387 | 10,210 | SH | SOLE | 0 | 0 | 10,210 | ||
COCA-COLA FEMSA SAB-SP ADR | COM | 191241108 | 881 | 6,990 | SH | SOLE | 6,990 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIONS | COM | 192446102 | 26,036 | 317,043 | SH | SOLE | 270,153 | 0 | 46,890 | ||
COLFAX CORP COM | COM | 194014106 | 31,573 | 558,919 | SH | SOLE | 360,850 | 0 | 198,069 | ||
COLGATE PALMOLIVE CO COM | COM | 194162103 | 528 | 8,910 | SH | SOLE | 910 | 0 | 8,000 | ||
COMCAST CORP NEW CL A | COM | 20030N101 | 140,372 | 3,111,432 | SH | SOLE | 2,607,277 | 0 | 504,155 | ||
COMERICA INC | COM | 200340107 | 40,921 | 1,040,990 | SH | SOLE | 629,140 | 0 | 411,850 | ||
COMMUNITY HEALTH SYS INC NEWCO | COM | 203668108 | 68,043 | 1,639,581 | SH | SOLE | 980,767 | 0 | 658,814 | ||
CONCUR TECHNOLOGIES INC COM | COM | 206708109 | 41,085 | 371,810 | SH | SOLE | 224,960 | 0 | 146,850 | ||
CONSOL ENERGY INC COM | COM | 20854P109 | 87,527 | 2,601,095 | SH | SOLE | 1,872,375 | 0 | 728,720 | ||
COOPER COS INC COM NEW | COM | 216648402 | 189,574 | 1,461,748 | SH | SOLE | 1,228,832 | 0 | 232,916 | ||
CORPORATE EXECUTIVE BRD CO COM | COM | 21988R102 | 41,410 | 570,233 | SH | SOLE | 357,230 | 0 | 213,003 | ||
COSTAR GROUP INC | COM | 22160N109 | 36,020 | 214,517 | SH | SOLE | 134,520 | 0 | 79,997 | ||
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 159,878 | 1,388,192 | SH | SOLE | 1,187,517 | 0 | 200,675 | ||
COVANCE INC COM | COM | 222816100 | 43,023 | 497,605 | SH | SOLE | 300,595 | 0 | 197,010 | ||
CRACKER BARREL OLD CTRY STORE | COM | 22410J106 | 346 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
CROWN HOLDINGS INC COM | COM | 228368106 | 56,827 | 1,344,060 | SH | SOLE | 862,275 | 0 | 481,785 | ||
CSX CORP COM | COM | 126408103 | 95,071 | 3,693,503 | SH | SOLE | 3,058,983 | 0 | 634,520 | ||
CUBIST PHARMACEUTICALS INC COM | COM | 229678107 | 115,987 | 1,825,134 | SH | SOLE | 1,226,525 | 0 | 598,609 | ||
CVS CAREMARK CORPORATION COM | COM | 126650100 | 1,538 | 27,100 | SH | SOLE | 25,100 | 0 | 2,000 | ||
CYBERONICS INC COM | COM | 23251P102 | 29,015 | 571,840 | SH | SOLE | 357,960 | 0 | 213,880 | ||
CYTEC INDS INC | COM | 232820100 | 50,411 | 619,605 | SH | SOLE | 375,015 | 0 | 244,590 | ||
DANAHER CORP DEL COM | COM | 235851102 | 143,674 | 2,072,619 | SH | SOLE | 1,766,222 | 0 | 306,397 | ||
DEAN FOODS CO | COM | 242370203 | 286 | 14,800 | SH | SOLE | 14,800 | 0 | 0 | ||
DENBURY RES INC COM NEW | COM | 247916208 | 73,831 | 4,010,398 | SH | SOLE | 2,605,565 | 0 | 1,404,833 | ||
DFC GLOBAL CORP | COM | 23324T107 | 19,646 | 1,787,613 | SH | SOLE | 1,119,615 | 0 | 667,998 | ||
DISCOVERY COMMUNICATNS NEW COM | COM | 25470F104 | 26,734 | 316,675 | SH | SOLE | 224,485 | 0 | 92,190 | ||
DISNEY WALT CO COM DISNEY | COM | 254687106 | 149,943 | 2,325,052 | SH | SOLE | 1,976,217 | 0 | 348,835 | ||
DOLLAR GEN CORP COM | COM | 256677105 | 26,920 | 476,795 | SH | SOLE | 339,105 | 0 | 137,690 | ||
DOUGLAS DYNAMICS INC COM | COM | 25960R105 | 411 | 27,900 | SH | SOLE | 27,900 | 0 | 0 | ||
E M C CORP MASS COM | COM | 268648102 | 65,649 | 2,568,414 | SH | SOLE | 2,126,587 | 0 | 441,827 | ||
EAST WEST BANCORP INC COM | COM | 27579R104 | 23,518 | 736,085 | SH | SOLE | 484,455 | 0 | 251,630 | ||
EASTMAN CHEM CO | COM | 277432100 | 40,900 | 525,031 | SH | SOLE | 426,643 | 0 | 98,388 | ||
EATON VANCE CORP COM NON VTG | COM | 278265103 | 4,406 | 113,479 | SH | SOLE | 113,479 | 0 | 0 | ||
EBAY INC COM | COM | 278642103 | 79,035 | 1,416,524 | SH | SOLE | 1,216,634 | 0 | 199,890 | ||
ECHOSTAR CORP CL A | COM | 278768106 | 14,377 | 327,199 | SH | SOLE | 204,482 | 0 | 122,717 | ||
ECOLAB INC COM | COM | 278865100 | 69,476 | 703,480 | SH | SOLE | 582,350 | 0 | 121,130 | ||
EMERITUS CORP COM | COM | 291005106 | 14,322 | 772,920 | SH | SOLE | 483,280 | 0 | 289,640 | ||
EMERSON ELEC CO COM | COM | 291011104 | 259 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
ENGILITY HOLDINGS INC. | COM | 29285W104 | 422 | 13,300 | SH | SOLE | 13,300 | 0 | 0 | ||
ENSCO PLC | COM | G3157S106 | 18,941 | 352,382 | SH | SOLE | 287,447 | 0 | 64,935 | ||
ENTERPRISE PRODS PARTN | COM | 293792107 | 845 | 13,850 | SH | SOLE | 13,680 | 0 | 170 | ||
EQUINIX INC | COM | 29444U502 | 12,345 | 67,220 | SH | SOLE | 48,035 | 0 | 19,185 | ||
EVEREST RE GROUP LTD COM | COM | G3223R108 | 45,229 | 311,047 | SH | SOLE | 188,007 | 0 | 123,040 | ||
EXXON MOBIL CORP COM | COM | 30231G102 | 1,414 | 16,432 | SH | SOLE | 14,670 | 0 | 1,762 | ||
F M C CORP COM NEW | COM | 302491303 | 125,142 | 1,744,869 | SH | SOLE | 1,397,069 | 0 | 347,800 | ||
F5 NETWORKS INC | COM | 315616102 | 20,704 | 241,285 | SH | SOLE | 171,825 | 0 | 69,460 | ||
FACEBOOK INC CL A | COM | 30303M102 | 112,422 | 2,238,138 | SH | SOLE | 1,863,378 | 0 | 374,760 | ||
FASTENAL CO | COM | 311900104 | 3,078 | 61,235 | SH | SOLE | 57,735 | 0 | 3,500 | ||
FIRST REP BK SAN FRAN CALI NEW | COM | 33616C100 | 61,088 | 1,310,055 | SH | SOLE | 788,925 | 0 | 521,130 | ||
FIVE BELOW | COM | 33829M101 | 7,466 | 170,759 | SH | SOLE | 106,930 | 0 | 63,829 | ||
FLEETCOR TECHNOLOGIES INC COM | COM | 339041105 | 64,384 | 584,455 | SH | SOLE | 353,855 | 0 | 230,600 | ||
FLEETMATICS GROUP PLC COM | COM | G35569105 | 5,249 | 139,800 | SH | SOLE | 86,850 | 0 | 52,950 | ||
FOREST LABS INC COM | COM | 345838106 | 710 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | ||
FORTINET INC COM | COM | 34959E109 | 18,992 | 937,390 | SH | SOLE | 586,690 | 0 | 350,700 | ||
FUSION-IO INC COM | COM | 36112J107 | 386 | 28,840 | SH | SOLE | 18,120 | 0 | 10,720 | ||
GAMESTOP CORP NEW CL A | COM | 36467W109 | 27,636 | 556,620 | SH | SOLE | 394,670 | 0 | 161,950 | ||
GANNETT INC COM | COM | 364730101 | 1,440 | 53,760 | SH | SOLE | 53,760 | 0 | 0 | ||
GARMIN LTD | COM | H2906T109 | 4,387 | 97,080 | SH | SOLE | 88,280 | 0 | 8,800 | ||
GARTNER INC COM | COM | 366651107 | 21,912 | 365,192 | SH | SOLE | 258,927 | 0 | 106,265 | ||
GENERAL ELECTRIC CO COM | COM | 369604103 | 5,934 | 248,402 | SH | SOLE | 209,502 | 0 | 38,900 | ||
GENPACT LIMITED SHS | COM | G3922B107 | 36,703 | 1,944,040 | SH | SOLE | 1,176,860 | 0 | 767,180 | ||
GENTEX CORP COM | COM | 371901109 | 45,515 | 1,778,625 | SH | SOLE | 1,131,625 | 0 | 647,000 | ||
GENTIUM S P A SPONSORED ADR | COM | 37250B104 | 39,049 | 1,439,340 | SH | SOLE | 1,034,330 | 0 | 405,010 | ||
GENUINE PARTS CO COM | COM | 372460105 | 1,341 | 16,580 | SH | SOLE | 16,580 | 0 | 0 | ||
GENWORTH FINL INC COM CL A | COM | 37247D106 | 33,929 | 2,650,740 | SH | SOLE | 1,603,640 | 0 | 1,047,100 | ||
GLAXOSMITHKLINE PLC ADR | COM | 37733W105 | 1,004 | 20,020 | SH | SOLE | 20,020 | 0 | 0 | ||
GLOBAL EAGLE ENTMT INC COM | COM | 37951D102 | 204 | 21,800 | SH | SOLE | 21,800 | 0 | 0 | ||
GNC HLDGS INC COM CL A | COM | 36191G107 | 54,561 | 998,745 | SH | SOLE | 652,715 | 0 | 346,030 | ||
GOLDMAN SACHS GROUP INC COM | COM | 38141G104 | 3,959 | 25,025 | SH | SOLE | 22,090 | 0 | 2,935 | ||
GOOGLE INC CL A | COM | 38259P508 | 314,019 | 358,506 | SH | SOLE | 305,322 | 0 | 53,184 | ||
GP STRATEGIES CORP COM | COM | 36225V104 | 267 | 10,200 | SH | SOLE | 10,200 | 0 | 0 | ||
GRAINGER W W INC | COM | 384802104 | 974 | 3,720 | SH | SOLE | 3,720 | 0 | 0 | ||
GREEN DOT CORP CL A | COM | 39304D102 | 13,877 | 527,028 | SH | SOLE | 330,150 | 0 | 196,878 | ||
GUIDEWIRE SOFTWARE INC COM | COM | 40171V100 | 24,127 | 512,147 | SH | SOLE | 333,375 | 0 | 178,772 | ||
HALLIBURTON CO COM | COM | 406216101 | 129,384 | 2,687,099 | SH | SOLE | 2,303,214 | 0 | 383,885 | ||
HARMAN INTL INDS INC COM | COM | 413086109 | 42,086 | 635,452 | SH | SOLE | 385,645 | 0 | 249,807 | ||
HCA INC | CORP BOND | 404119ap4 | 2,110 | 2,000,000 | PRN | SOLE | 2,000,000 | 0 | 0 | ||
HEALTH MGMT ASSOC INC NEW CL A | COM | 421933102 | 40,598 | 3,171,705 | SH | SOLE | 1,936,115 | 0 | 1,235,590 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 1,358 | 26,290 | SH | SOLE | 26,290 | 0 | 0 | ||
HERSHEY CO COM | COM | 427866108 | 155,600 | 1,682,157 | SH | SOLE | 1,441,192 | 0 | 240,965 | ||
HEXCEL CORP NEW COM | COM | 428291108 | 55,541 | 1,431,473 | SH | SOLE | 1,110,823 | 0 | 320,650 | ||
HOME DEPOT INC COM | COM | 437076102 | 150,061 | 1,978,393 | SH | SOLE | 1,688,903 | 0 | 289,490 | ||
HOMEAWAY INC COM | COM | 43739Q100 | 25,311 | 905,270 | SH | SOLE | 586,170 | 0 | 319,100 | ||
HUBBELL INC CL B | COM | 443510201 | 76,579 | 731,132 | SH | SOLE | 442,100 | 0 | 289,032 | ||
HUNT J B TRANS SVCS INC COM | COM | 445658107 | 40,269 | 552,155 | SH | SOLE | 438,375 | 0 | 113,780 | ||
HUNTSMAN CORP COM | COM | 447011107 | 45,284 | 2,197,170 | SH | SOLE | 1,328,550 | 0 | 868,620 | ||
HURON CONSULTING GROUP INC COM | COM | 447462102 | 43,885 | 834,159 | SH | SOLE | 542,075 | 0 | 292,084 | ||
ICON PLC | COM | G4705A100 | 58,090 | 1,419,249 | SH | SOLE | 888,200 | 0 | 531,049 | ||
IDENIX PHARMACEUTICALS INC COM | COM | 45166R204 | 9,075 | 1,748,504 | SH | SOLE | 1,094,740 | 0 | 653,764 | ||
IDEXX LABS INC COM | COM | 45168D104 | 92,960 | 932,870 | SH | SOLE | 612,630 | 0 | 320,240 | ||
IHS INC CL A | COM | 451734107 | 67,294 | 589,369 | SH | SOLE | 376,225 | 0 | 213,144 | ||
IMPERVA INC COM | COM | 45321L100 | 17,519 | 416,910 | SH | SOLE | 263,420 | 0 | 153,490 | ||
INFORMATICA CORP | COM | 45666Q102 | 39,650 | 1,017,450 | SH | SOLE | 615,580 | 0 | 401,870 | ||
INGREDION INC | COM | 457187102 | 862 | 13,030 | SH | SOLE | 13,030 | 0 | 0 | ||
INPHI CORP COM | COM | 45772F107 | 478 | 35,600 | SH | SOLE | 35,600 | 0 | 0 | ||
INTER PARFUMS INC COM | COM | 458334109 | 213 | 7,100 | SH | SOLE | 7,100 | 0 | 0 | ||
INTERFACE INC COM | COM | 458665304 | 34,543 | 1,740,884 | SH | SOLE | 1,123,360 | 0 | 617,524 | ||
INTERNATIONAL BUSINESS MACHS C | COM | 459200101 | 78,282 | 422,735 | SH | SOLE | 351,255 | 0 | 71,480 | ||
INTERXION HOLDINGS NV | COM | N47279109 | 18,592 | 835,960 | SH | SOLE | 520,130 | 0 | 315,830 | ||
INTL PAPER CO COM | COM | 460146103 | 92,061 | 2,054,940 | SH | SOLE | 1,768,070 | 0 | 286,870 | ||
INVENSENSE INC COM | COM | 46123D205 | 14,639 | 830,830 | SH | SOLE | 519,830 | 0 | 311,000 | ||
INVENTURE FOODS INC COM | COM | 461212102 | 470 | 44,800 | SH | SOLE | 44,800 | 0 | 0 | ||
ISHARES RUS 2000 GROWTH | COM | 464287648 | 17,618 | 140,004 | SH | SOLE | 0 | 0 | 140,004 | ||
IXIA | COM | 45071R109 | 16,775 | 1,070,537 | SH | SOLE | 668,670 | 0 | 401,867 | ||
JARDEN CORP COM | COM | 471109108 | 88,344 | 1,825,282 | SH | SOLE | 1,161,352 | 0 | 663,930 | ||
JOHN BEAN TECHNOLOGIES CORP CO | COM | 477839104 | 468 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | ||
JOHNSON & JOHNSON COM | COM | 478160104 | 1,084 | 12,500 | SH | SOLE | 6,500 | 0 | 6,000 | ||
JONES LANG LASALLE INC COM | COM | 48020Q107 | 39,271 | 449,841 | SH | SOLE | 278,405 | 0 | 171,436 | ||
JPMORGAN CHASE & CO COM | COM | 46625H100 | 97,722 | 1,890,548 | SH | SOLE | 1,563,993 | 0 | 326,555 | ||
JUNIPER NETWORKS INC COM | COM | 48203R104 | 28,438 | 1,431,900 | SH | SOLE | 1,022,690 | 0 | 409,210 | ||
KAPSTONE PAPER & PACKAGING CRP | COM | 48562P103 | 36,673 | 856,836 | SH | SOLE | 536,855 | 0 | 319,981 | ||
KIMBERLY CLARK CORP COM | COM | 494368103 | 1,216 | 12,910 | SH | SOLE | 11,910 | 0 | 1,000 | ||
KRAFT FOODS GROUP INC COM | COM | 50076Q106 | 1,373 | 26,155 | SH | SOLE | 20,379 | 0 | 5,776 | ||
LAM RESEARCH CORP COM | COM | 512807108 | 20,067 | 391,941 | SH | SOLE | 237,125 | 0 | 154,816 | ||
LANDSTAR SYS INC COM | COM | 515098101 | 61,404 | 1,096,895 | SH | SOLE | 664,140 | 0 | 432,755 | ||
LAS VEGAS SANDS CORP COM | COM | 517834107 | 73,254 | 1,102,895 | SH | SOLE | 942,200 | 0 | 160,695 | ||
LENNAR CORP CL A | COM | 526057104 | 79,401 | 2,242,954 | SH | SOLE | 1,869,604 | 0 | 373,350 | ||
LIBERTY GLOBAL PLC SHS CL A | COM | G5480U104 | 39,655 | 499,745 | SH | SOLE | 401,565 | 0 | 98,180 | ||
LIGAND PHARMACEUTICALS CL B | COM | 53220K207 | 294 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
LINCOLN ELEC HLDGS INC COM | COM | 533900106 | 38,802 | 582,440 | SH | SOLE | 352,570 | 0 | 229,870 | ||
LINKEDIN CORPORATION | COM | 53578A108 | 58,874 | 239,265 | SH | SOLE | 190,975 | 0 | 48,290 | ||
LITHIA MTRS INC CL A | COM | 536797103 | 30,104 | 412,615 | SH | SOLE | 258,425 | 0 | 154,190 | ||
LKQ CORP COM | COM | 501889208 | 33,992 | 1,066,590 | SH | SOLE | 645,500 | 0 | 421,090 | ||
LOWES COS INC COM | COM | 548661107 | 1,773 | 37,243 | SH | SOLE | 30,100 | 0 | 7,143 | ||
MACQUARIE INFRASTRUCTURE CO | COM | 55608B105 | 1,526 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
MADDEN STEVEN LTD COM | COM | 556269108 | 25,400 | 471,854 | SH | SOLE | 303,510 | 0 | 168,344 | ||
MADISON SQUARE GARDEN CO | COM | 55826P100 | 27,836 | 479,360 | SH | SOLE | 307,290 | 0 | 172,070 | ||
MAIDEN HOLDINGS LTD. | COM | G5753U112 | 390 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
MANCHESTER UNITED LTD | COM | G5784H106 | 25,625 | 1,475,219 | SH | SOLE | 891,507 | 0 | 583,712 | ||
MARATHON PETE CORP COM | COM | 56585A102 | 661 | 10,280 | SH | SOLE | 10,280 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC COM | COM | 573284106 | 31,072 | 316,510 | SH | SOLE | 197,035 | 0 | 119,475 | ||
MASCO CORP | COM | 574599106 | 28,180 | 1,324,225 | SH | SOLE | 939,725 | 0 | 384,500 | ||
MASIMO CORP COM | COM | 574795100 | 39,463 | 1,481,358 | SH | SOLE | 934,310 | 0 | 547,048 | ||
MAST THERAPEUTICS INC COM | COM | 576314108 | 148 | 337,600 | SH | SOLE | 337,600 | 0 | 0 | ||
MATADOR RES CO COM | COM | 576485205 | 8,877 | 543,613 | SH | SOLE | 340,650 | 0 | 202,963 | ||
MATSON INC COM | COM | 57686G105 | 19,797 | 754,757 | SH | SOLE | 472,710 | 0 | 282,047 | ||
MATTEL INC COM | COM | 577081102 | 27,706 | 661,545 | SH | SOLE | 468,425 | 0 | 193,120 | ||
MCDERMOTT INTL INC COM | COM | 580037109 | 34,554 | 4,650,575 | SH | SOLE | 2,841,395 | 0 | 1,809,180 | ||
MEAD JOHNSON NUTRITION CO | COM | 582839106 | 1,256 | 16,920 | SH | SOLE | 16,920 | 0 | 0 | ||
MEADWESTVACO CORP | COM | 583334107 | 23,787 | 619,765 | SH | SOLE | 440,505 | 0 | 179,260 | ||
MEDIVATION INC COM | COM | 58501N101 | 2,526 | 42,140 | SH | SOLE | 37,940 | 0 | 4,200 | ||
MEDTRONIC INC COM | COM | 585055106 | 369 | 6,934 | SH | SOLE | 5,836 | 0 | 1,098 | ||
MERCADOLIBRE INC | COM | 58733R102 | 42,145 | 312,390 | SH | SOLE | 189,020 | 0 | 123,370 | ||
MERCK & CO INC NEW COM | COM | 58933Y105 | 155,157 | 3,258,986 | SH | SOLE | 2,845,660 | 0 | 413,326 | ||
MERRIMACK PHARMACEUTICALS INC. | COM | 590328100 | 5,343 | 1,409,870 | SH | SOLE | 882,930 | 0 | 526,940 | ||
METLIFE INC COM | COM | 59156R108 | 1,421 | 30,260 | SH | SOLE | 30,260 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL C | COM | 592688105 | 113,534 | 472,881 | SH | SOLE | 302,031 | 0 | 170,850 | ||
MICROCHIP TECHNOLOGY | COM | 595017104 | 21,285 | 528,305 | SH | SOLE | 373,245 | 0 | 155,060 | ||
MICROSOFT CORP COM | COM | 594918104 | 598 | 17,960 | SH | SOLE | 0 | 0 | 17,960 | ||
MILLER HERMAN INC COM | COM | 600544100 | 19,352 | 663,181 | SH | SOLE | 415,430 | 0 | 247,751 | ||
MOHAWK INDS INC | COM | 608190104 | 38,870 | 298,425 | SH | SOLE | 211,975 | 0 | 86,450 | ||
MONDELEZ INTL INC CL A | COM | 609207105 | 149,857 | 4,769,316 | SH | SOLE | 4,086,021 | 0 | 683,295 | ||
MONEYGRAM INTL INC COM NEW | COM | 60935Y208 | 8,151 | 416,292 | SH | SOLE | 260,098 | 0 | 156,194 | ||
MONSANTO CO NEW COM | COM | 61166W101 | 134,668 | 1,290,294 | SH | SOLE | 1,131,734 | 0 | 158,560 | ||
MUELLER WTR PRODS INC COM SER | COM | 624758108 | 376 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
MULTIMEDIA GAMES INC | COM | 625453105 | 11,660 | 337,490 | SH | SOLE | 229,720 | 0 | 107,770 | ||
MWI VETERINARY SUPPLY INC COM | COM | 55402X105 | 57,774 | 386,809 | SH | SOLE | 253,729 | 0 | 133,080 | ||
NATIONAL OILWELL VARCO INC COM | COM | 637071101 | 174,328 | 2,231,824 | SH | SOLE | 1,907,910 | 0 | 323,914 | ||
NATURAL GROCERS BY VITAMIN COT | COM | 63888U108 | 10,471 | 263,754 | SH | SOLE | 165,235 | 0 | 98,519 | ||
NETAPP INC COM | COM | 64110D104 | 18,561 | 435,505 | SH | SOLE | 307,955 | 0 | 127,550 | ||
NEWMARKET CORP COM | COM | 651587107 | 371 | 1,290 | SH | SOLE | 1,290 | 0 | 0 | ||
NEXSTAR BROADCASTING GROUP INC | COM | 65336K103 | 39,780 | 893,843 | SH | SOLE | 540,025 | 0 | 353,818 | ||
NICE SYS LTD SPONSORED ADR | COM | 653656108 | 24,855 | 600,802 | SH | SOLE | 563,832 | 0 | 36,970 | ||
NIELSEN HOLDINGS N V COM | COM | N63218106 | 121,132 | 3,323,238 | SH | SOLE | 2,667,823 | 0 | 655,415 | ||
NORDSTROM INC COM | COM | 655664100 | 19,701 | 350,555 | SH | SOLE | 247,855 | 0 | 102,700 | ||
NORFOLK SOUTHERN CORP COM | COM | 655844108 | 55,432 | 716,640 | SH | SOLE | 599,005 | 0 | 117,635 | ||
NORTHERN TR CORP COM | COM | 665859104 | 658 | 12,096 | SH | SOLE | 12,096 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 62,811 | 3,362,495 | SH | SOLE | 2,085,695 | 0 | 1,276,800 | ||
NVR INC | COM | 62944T105 | 62,550 | 68,049 | SH | SOLE | 43,884 | 0 | 24,165 | ||
NXP SEMICONDUCTORS N V COM | COM | N6596X109 | 44,902 | 1,206,710 | SH | SOLE | 751,640 | 0 | 455,070 | ||
OCCIDENTAL PETE CORP DEL COM | COM | 674599105 | 6,394 | 68,360 | SH | SOLE | 61,305 | 0 | 7,055 | ||
OIL STS INTL INC COM | COM | 678026105 | 23,439 | 226,550 | SH | SOLE | 142,020 | 0 | 84,530 | ||
OWENS CORNING NEW COM | COM | 690742101 | 2,444 | 64,340 | SH | SOLE | 60,840 | 0 | 3,500 | ||
PACCAR INC COM | COM | 693718108 | 74,100 | 1,331,305 | SH | SOLE | 1,108,400 | 0 | 222,905 | ||
PACKAGING CORP AMER COM | COM | 695156109 | 68,328 | 1,196,842 | SH | SOLE | 745,035 | 0 | 451,807 | ||
PALL CORP COM | COM | 696429307 | 740 | 9,600 | SH | SOLE | 0 | 0 | 9,600 | ||
PANDORA MEDIA INC COM | COM | 698354107 | 46,621 | 1,855,205 | SH | SOLE | 1,126,660 | 0 | 728,545 | ||
PENNYMAC FINANCIAL SERVICES | COM | 70932B101 | 9,032 | 480,660 | SH | SOLE | 301,060 | 0 | 179,600 | ||
PEPSICO INC COM | COM | 713448108 | 1,201 | 15,111 | SH | SOLE | 15,111 | 0 | 0 | ||
PFIZER INC COM | COM | 717081103 | 1,879 | 65,415 | SH | SOLE | 65,415 | 0 | 0 | ||
POLYONE CORP COM | COM | 73179P106 | 23,394 | 761,763 | SH | SOLE | 485,990 | 0 | 275,773 | ||
PPG INDS INC COM | COM | 693506107 | 125,596 | 751,804 | SH | SOLE | 642,659 | 0 | 109,145 | ||
PRECISION CASTPARTS CORP COM | COM | 740189105 | 132,490 | 583,038 | SH | SOLE | 491,138 | 0 | 91,900 | ||
PRICELINE COM INC COM NEW | COM | 741503403 | 179,753 | 177,806 | SH | SOLE | 151,434 | 0 | 26,372 | ||
PROCTER & GAMBLE CO COM | COM | 742718109 | 518 | 6,857 | SH | SOLE | 4,857 | 0 | 2,000 | ||
PROGRESSIVE WASTE SOLUTIONS LT | COM | 74339G101 | 32,233 | 1,252,744 | SH | SOLE | 783,280 | 0 | 469,464 | ||
PVH CORP | COM | 693656100 | 20,013 | 168,615 | SH | SOLE | 119,765 | 0 | 48,850 | ||
QLIK TECHNOLOGIES INC COM | COM | 74733T105 | 102,128 | 2,983,586 | SH | SOLE | 2,047,610 | 0 | 935,976 | ||
QUALCOMM INC COM | COM | 747525103 | 126,741 | 1,882,670 | SH | SOLE | 1,604,931 | 0 | 277,739 | ||
QUESTAR CORP | COM | 748356102 | 970 | 43,150 | SH | SOLE | 43,150 | 0 | 0 | ||
QUIDEL CORP COM | COM | 74838J101 | 18,552 | 653,246 | SH | SOLE | 409,374 | 0 | 243,872 | ||
RACKSPACE HOSTING INC | COM | 750086100 | 66,328 | 1,257,170 | SH | SOLE | 888,660 | 0 | 368,510 | ||
RAYMOND JAMES FINANCIAL INC. | COM | 754730109 | 59,182 | 1,420,260 | SH | SOLE | 881,960 | 0 | 538,300 | ||
RED HAT INC COM | COM | 756577102 | 43,020 | 932,375 | SH | SOLE | 762,705 | 0 | 169,670 | ||
REINSURANCE GROUP AMER COM | COM | 759351604 | 29,260 | 436,780 | SH | SOLE | 309,670 | 0 | 127,110 | ||
RENT A CTR INC NEW COM | COM | 76009N100 | 1,950 | 51,180 | SH | SOLE | 51,180 | 0 | 0 | ||
REYNOLDS AMERICAN INC COM | COM | 761713106 | 1,024 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
ROBERT HALF INTL INC | COM | 770323103 | 20,732 | 531,190 | SH | SOLE | 321,400 | 0 | 209,790 | ||
ROCKWOOD HLDGS INC COM | COM | 774415103 | 41,155 | 615,170 | SH | SOLE | 378,120 | 0 | 237,050 | ||
ROUSE PPTYS INC COM | COM | 779287101 | 515 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ROWAN COMPANIES LTD | COM | G7665A101 | 77,164 | 2,101,410 | SH | SOLE | 1,293,590 | 0 | 807,820 | ||
RUCKUS WIRELESS INC COM | COM | 781220108 | 10,237 | 608,260 | SH | SOLE | 380,660 | 0 | 227,600 | ||
S & W SEED COMPANY | COM | 785135104 | 296 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
SALESFORCE COM INC COM | COM | 79466L302 | 175,104 | 3,373,227 | SH | SOLE | 2,877,437 | 0 | 495,790 | ||
SANGAMO BIOSCIENCES | COM | 800677106 | 486 | 46,300 | SH | SOLE | 46,300 | 0 | 0 | ||
SANOFI AVENTIS SPONSORED ADR | COM | 80105N105 | 1,430 | 28,240 | SH | SOLE | 28,240 | 0 | 0 | ||
SBA COMMUNICATIONS CORP COM | COM | 78388J106 | 8,642 | 107,405 | SH | SOLE | 76,145 | 0 | 31,260 | ||
SCHLUMBERGER LTD COM | COM | 806857108 | 1,732 | 19,599 | SH | SOLE | 16,549 | 0 | 3,050 | ||
SCOTTS MIRACLE GRO CO CL A | COM | 810186106 | 63,676 | 1,157,120 | SH | SOLE | 716,740 | 0 | 440,380 | ||
SELECT COMFORT CORP COM | COM | 81616X103 | 15,126 | 621,200 | SH | SOLE | 388,800 | 0 | 232,400 | ||
SENSATA TECHNOLOGIES HLDG BV A | COM | N7902X106 | 15,638 | 408,610 | SH | SOLE | 338,130 | 0 | 70,480 | ||
SEQUENOM INC | COM | 817337405 | 203 | 76,100 | SH | SOLE | 76,100 | 0 | 0 | ||
SERVICE CORP INTL COM | COM | 817565104 | 61,322 | 3,293,330 | SH | SOLE | 1,993,160 | 0 | 1,300,170 | ||
SHUTTERFLY INC COM | COM | 82568P304 | 25,837 | 462,370 | SH | SOLE | 299,160 | 0 | 163,210 | ||
SIGNET JEWELERS LIMITED SHS | COM | G81276100 | 74,025 | 1,033,145 | SH | SOLE | 719,080 | 0 | 314,065 | ||
SKYWORKS SOLUTIONS INC COM | COM | 83088M102 | 45,810 | 1,844,220 | SH | SOLE | 1,134,225 | 0 | 709,995 | ||
SMUCKER J M CO | COM | 832696405 | 1,257 | 11,970 | SH | SOLE | 11,970 | 0 | 0 | ||
SOLARWINDS INC COM | COM | 83416B109 | 15,611 | 445,270 | SH | SOLE | 283,630 | 0 | 161,640 | ||
STANDARD PAC CORP NEW COM | COM | 85375C101 | 26,788 | 3,386,600 | SH | SOLE | 2,120,920 | 0 | 1,265,680 | ||
STARBUCKS CORP COM | COM | 855244109 | 159,282 | 2,069,404 | SH | SOLE | 1,766,499 | 0 | 302,905 | ||
STARWOOD HOTELS&RESORTS WRLDWD | COM | 85590A401 | 21,951 | 330,340 | SH | SOLE | 233,670 | 0 | 96,670 | ||
STARWOOD PPTY TR INC COM | COM | 85571B105 | 39,215 | 1,635,989 | SH | SOLE | 972,750 | 0 | 663,239 | ||
STATE STR CORP COM | COM | 857477103 | 106,301 | 1,616,750 | SH | SOLE | 1,344,830 | 0 | 271,920 | ||
STEALTHGAS INC | COM | Y81669106 | 198 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
STEELCASE INC CL A | COM | 858155203 | 36,729 | 2,209,927 | SH | SOLE | 1,384,305 | 0 | 825,622 | ||
STERIS CORP COM | COM | 859152100 | 36,065 | 839,496 | SH | SOLE | 525,755 | 0 | 313,741 | ||
STIFEL FINL CORP COM | COM | 860630102 | 27,189 | 659,610 | SH | SOLE | 417,470 | 0 | 242,140 | ||
SUNCOR ENERGY INC NEW COM | COM | 867224107 | 88,816 | 2,482,287 | SH | SOLE | 2,058,282 | 0 | 424,005 | ||
SUPERIOR ENERGY SVCS INC COM | COM | 868157108 | 29,664 | 1,184,670 | SH | SOLE | 742,430 | 0 | 442,240 | ||
SYSCO CORP COM | COM | 871829107 | 1,262 | 39,650 | SH | SOLE | 39,650 | 0 | 0 | ||
TAYLOR MORRISON HOME CORP A | COM | 87724P106 | 37,893 | 1,672,990 | SH | SOLE | 1,012,280 | 0 | 660,710 | ||
TEAM HEALTH HOLDINGS INC COM | COM | 87817A107 | 36,089 | 951,223 | SH | SOLE | 595,885 | 0 | 355,338 | ||
TEMPUR PEDIC INTL INC COM | COM | 88023U101 | 38,883 | 884,500 | SH | SOLE | 534,780 | 0 | 349,720 | ||
TESORO CORP COM | COM | 881609101 | 191,112 | 4,345,419 | SH | SOLE | 2,879,969 | 0 | 1,465,450 | ||
THERMO FISHER SCIENTIFIC INC C | COM | 883556102 | 187,871 | 2,038,750 | SH | SOLE | 1,784,561 | 0 | 254,189 | ||
TIFFANY & CO NEW COM | COM | 886547108 | 22,066 | 287,990 | SH | SOLE | 204,530 | 0 | 83,460 | ||
TIME WARNER INC COM NEW | COM | 887317303 | 1,395 | 21,190 | SH | SOLE | 21,190 | 0 | 0 | ||
TIMKEN CO COM | COM | 887389104 | 47,784 | 791,121 | SH | SOLE | 484,166 | 0 | 306,955 | ||
TITAN INTL INC ILL COM | COM | 88830M102 | 22,509 | 1,537,512 | SH | SOLE | 962,890 | 0 | 574,622 | ||
TOLL BROTHERS INC | COM | 889478103 | 30,493 | 940,285 | SH | SOLE | 767,265 | 0 | 173,020 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 83,515 | 2,838,700 | SH | SOLE | 1,842,170 | 0 | 996,530 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 42,909 | 638,806 | SH | SOLE | 395,006 | 0 | 243,800 | ||
TRANSDIGM GROUP INC COM | COM | 893641100 | 83,016 | 598,527 | SH | SOLE | 389,448 | 0 | 209,079 | ||
TRINITY INDS INC COM | COM | 896522109 | 236 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
TUPPERWARE CORP | COM | 899896104 | 1,483 | 17,170 | SH | SOLE | 17,170 | 0 | 0 | ||
U S PHYSICAL THERAPY COM | COM | 90337L108 | 376 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC CO | COM | 90385D107 | 21,784 | 147,789 | SH | SOLE | 96,150 | 0 | 51,639 | ||
UNION PAC CORP COM | COM | 907818108 | 435 | 2,800 | SH | SOLE | 0 | 0 | 2,800 | ||
UNITED RENTALS INC COM | COM | 911363109 | 51,445 | 882,570 | SH | SOLE | 553,900 | 0 | 328,670 | ||
UNITED TECHNOLOGIES CORP COM | COM | 913017109 | 185,229 | 1,717,947 | SH | SOLE | 1,473,657 | 0 | 244,290 | ||
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 229 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
URBAN OUTFITTERS INC COM | COM | 917047102 | 59,862 | 1,628,000 | SH | SOLE | 985,570 | 0 | 642,430 | ||
VALERO ENERGY CORP NEW COM | COM | 91913Y100 | 145,137 | 4,249,992 | SH | SOLE | 3,474,407 | 0 | 775,585 | ||
VALIDUS HOLDINGS LTD COM SHS | COM | G9319H102 | 22,335 | 603,980 | SH | SOLE | 378,010 | 0 | 225,970 | ||
VALUEVISION MEDIA INC CL A | COM | 92047K107 | 490 | 112,400 | SH | SOLE | 112,400 | 0 | 0 | ||
VENTAS INC | COM | 92276F100 | 290 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VIACOM INC NEW CL B | COM | 92553P201 | 126,126 | 1,509,044 | SH | SOLE | 1,249,829 | 0 | 259,215 | ||
VIROPHARMA INC COM | COM | 928241108 | 165,583 | 4,217,610 | SH | SOLE | 2,737,612 | 0 | 1,479,998 | ||
VISA INC COM CL A | COM | 92826C839 | 200,455 | 1,048,956 | SH | SOLE | 894,974 | 0 | 153,982 | ||
VODAFONE GROUP PLC ADR | COM | 92857W209 | 92,785 | 2,637,445 | SH | SOLE | 2,258,080 | 0 | 379,365 | ||
VOLCANO CORPORATION COM | COM | 928645100 | 13,530 | 564,920 | SH | SOLE | 342,345 | 0 | 222,575 | ||
VULCAN MATLS CO | COM | 929160109 | 27,084 | 522,760 | SH | SOLE | 372,000 | 0 | 150,760 | ||
WARNER CHILCOTT PLC IRELAND SH | COM | G94368100 | 32,872 | 1,433,560 | SH | SOLE | 1,013,700 | 0 | 419,860 | ||
WASTE CONNECTIONS INC COM | COM | 941053100 | 67,013 | 1,475,724 | SH | SOLE | 897,601 | 0 | 578,123 | ||
WATSCO INC COM | COM | 942622200 | 55,565 | 589,427 | SH | SOLE | 390,192 | 0 | 199,235 | ||
WEATHERFORD INTERNATIONAL LTD | COM | H27013103 | 16,705 | 1,089,680 | SH | SOLE | 895,310 | 0 | 194,370 | ||
WESCO INTL INC COM | COM | 95082P105 | 72,979 | 953,595 | SH | SOLE | 661,615 | 0 | 291,980 | ||
WESTERN REFNG INC | COM | 959319104 | 25,306 | 842,410 | SH | SOLE | 527,610 | 0 | 314,800 | ||
WEX INC COM | COM | 96208T104 | 8,595 | 97,950 | SH | SOLE | 61,320 | 0 | 36,630 | ||
WHITEWAVE FOODS CO-A | COM | 966244105 | 36,483 | 1,826,909 | SH | SOLE | 1,400,249 | 0 | 426,660 | ||
WHOLE FOODS MKT INC COM | COM | 966837106 | 136,504 | 2,333,400 | SH | SOLE | 1,897,055 | 0 | 436,345 | ||
WILLIAMS SONOMA INC COM | COM | 969904101 | 99,548 | 1,771,317 | SH | SOLE | 1,259,994 | 0 | 511,323 | ||
WILLIS GROUP HOLDINGS PUBLIC L | COM | G96666105 | 23,374 | 539,450 | SH | SOLE | 445,010 | 0 | 94,440 | ||
WNS HOLDINGS LTD SPON ADR | COM | 92932M101 | 20,690 | 975,001 | SH | SOLE | 609,660 | 0 | 365,341 | ||
WYNDHAM WORLDWIDE CORP COM | COM | 98310W108 | 1,122 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
WYNN RESORTS LTD COM | COM | 983134107 | 32,891 | 208,160 | SH | SOLE | 167,075 | 0 | 41,085 | ||
XILINX INC COM | COM | 983919101 | 12,016 | 256,470 | SH | SOLE | 180,830 | 0 | 75,640 | ||
XPO LOGISTICS INC COM | COM | 983793100 | 20,589 | 950,098 | SH | SOLE | 595,212 | 0 | 354,886 |