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 | 88579Y101 | 2,095 | 19,156 | SH | SOLE | 19,156 | 0 | 0 | ||
| ANSYS, Inc. | COM | 03662Q105 | 18,816 | 257,395 | SH | SOLE | 243,421 | 0 | 13,974 | ||
| Acadia Healthcare Co., Inc. | COM | 00404A109 | 8,410 | 254,317 | SH | SOLE | 254,317 | 0 | 0 | ||
| Actavis Inc. | COM | 00507k103 | 5,929 | 46,973 | SH | SOLE | 46,973 | 0 | 0 | ||
| Actuant Corp | COM | 00508X203 | 9,417 | 285,632 | SH | SOLE | 270,109 | 0 | 15,523 | ||
| Adobe Systems, Inc. | COM | 00724F101 | 3,007 | 65,992 | SH | SOLE | 65,992 | 0 | 0 | ||
| Aegion Corp. | COM | 00770F104 | 13,238 | 588,111 | SH | SOLE | 207,706 | 0 | 380,405 | ||
| Air Methods Corp. | COM | 009128307 | 18,628 | 549,813 | SH | SOLE | 192,811 | 0 | 357,002 | ||
| Akamai Technologies, Inc. | COM | 00971T101 | 16,096 | 378,277 | SH | SOLE | 28,393 | 0 | 349,884 | ||
| Alexion Pharmaceuticals, Inc. | COM | 015351109 | 17,620 | 191,021 | SH | SOLE | 48,318 | 0 | 142,703 | ||
| Alkermes, Inc. | COM | G01767105 | 9,032 | 314,906 | SH | SOLE | 297,829 | 0 | 17,077 | ||
| Alliance Data Systems Corp | COM | 018581108 | 24,119 | 133,232 | SH | SOLE | 125,986 | 0 | 7,246 | ||
| American Axle & Manufacturing | COM | 024061103 | 18,887 | 1,013,794 | SH | SOLE | 958,755 | 0 | 55,039 | ||
| American Vanguard Corp. | COM | 030371108 | 7,448 | 317,881 | SH | SOLE | 111,595 | 0 | 206,286 | ||
| Anixter International, Inc. | COM | 035290105 | 13,276 | 175,120 | SH | SOLE | 110,679 | 0 | 64,441 | ||
| Apogee Enterprises Inc | COM | 037598109 | 1,224 | 50,994 | SH | SOLE | 50,994 | 0 | 0 | ||
| Apple, Inc. | COM | 037833100 | 5,920 | 14,947 | SH | SOLE | 14,947 | 0 | 0 | ||
| Aruba Networks, Inc. | COM | 043176106 | 24,293 | 1,581,586 | SH | SOLE | 1,143,486 | 0 | 438,100 | ||
| Associated Banc-Corp | COM | 045487105 | 21,515 | 1,383,593 | SH | SOLE | 1,308,303 | 0 | 75,290 | ||
| Avis Budget Group | COM | 053774105 | 8,577 | 298,321 | SH | SOLE | 282,126 | 0 | 16,195 | ||
| BE Aerospace, Inc. | COM | 073302101 | 26,435 | 419,074 | SH | SOLE | 402,645 | 0 | 16,429 | ||
| Bally Technologies, Inc | COM | 05874B107 | 14,649 | 259,643 | SH | SOLE | 91,195 | 0 | 168,448 | ||
| Beacon Roofing Supply, Inc. | COM | 073685109 | 28,554 | 753,791 | SH | SOLE | 275,479 | 0 | 478,312 | ||
| Berkshire Hathaway, Inc. - Cla | COM | 084670108 | 674 | 4 | SH | SOLE | 4 | 0 | 0 | ||
| Big 5 Sporting Good Corp | COM | 08915P101 | 3,359 | 153,019 | SH | SOLE | 153,019 | 0 | 0 | ||
| BioScrip, Inc. | COM | 09069N108 | 11,523 | 698,371 | SH | SOLE | 246,899 | 0 | 451,472 | ||
| Broadsoft Inc. | COM | 11133B409 | 20,018 | 725,304 | SH | SOLE | 515,317 | 0 | 209,987 | ||
| Brookdale Senior Living, Inc. | COM | 112463104 | 30,410 | 1,150,158 | SH | SOLE | 385,603 | 0 | 764,555 | ||
| Brown & Brown, Inc. | COM | 115236101 | 21,815 | 676,641 | SH | SOLE | 639,811 | 0 | 36,830 | ||
| Bruker Corp. | COM | 116794108 | 16,784 | 1,039,245 | SH | SOLE | 369,653 | 0 | 669,592 | ||
| Buffalo Wild Wings, Inc. | COM | 119848109 | 41,236 | 420,086 | SH | SOLE | 292,155 | 0 | 127,931 | ||
| CAI International, Inc. | COM | 12477X106 | 29,629 | 1,257,067 | SH | SOLE | 714,548 | 0 | 542,519 | ||
| CBS Corp. - Class B | COM | 124857202 | 4,964 | 101,576 | SH | SOLE | 101,576 | 0 | 0 | ||
| CVS Caremark Corp. | COM | 126650100 | 4,932 | 86,246 | SH | SOLE | 86,246 | 0 | 0 | ||
| Cardtronics, Inc. | COM | 14161H108 | 18,660 | 676,079 | SH | SOLE | 639,332 | 0 | 36,747 | ||
| Carrizo Oil & Gas, Inc. | COM | 144577103 | 21,582 | 761,807 | SH | SOLE | 360,750 | 0 | 401,057 | ||
| Catamaran Corp. | COM | 148887102 | 16,789 | 344,309 | SH | SOLE | 25,012 | 0 | 319,297 | ||
| Celgene Corp. | COM | 151020104 | 1,745 | 14,924 | SH | SOLE | 14,924 | 0 | 0 | ||
| Charles River Laboratories | COM | 159864107 | 6,687 | 162,983 | SH | SOLE | 154,093 | 0 | 8,890 | ||
| Chicago Bridge & Iron | COM | 167250109 | 18,122 | 303,754 | SH | SOLE | 287,265 | 0 | 16,489 | ||
| Cisco Systems, Inc. | COM | 17275R102 | 7,211 | 296,607 | SH | SOLE | 296,607 | 0 | 0 | ||
| Cogent Communications Group, I | COM | 19239V302 | 29,456 | 1,046,402 | SH | SOLE | 382,398 | 0 | 664,004 | ||
| Cognizant Tech Solutions Corp. | COM | 192446102 | 5,648 | 90,206 | SH | SOLE | 90,206 | 0 | 0 | ||
| Cohen & Steers, Inc. | COM | 19247A100 | 7,351 | 216,333 | SH | SOLE | 216,333 | 0 | 0 | ||
| Core-Mark Holding Co Inc | COM | 218681104 | 4,495 | 70,792 | SH | SOLE | 70,792 | 0 | 0 | ||
| Corporate Executive Board | COM | 21988R102 | 36,480 | 577,031 | SH | SOLE | 314,680 | 0 | 262,351 | ||
| Cyberonics, Inc. | COM | 23251P102 | 41,897 | 806,332 | SH | SOLE | 530,598 | 0 | 275,734 | ||
| D R Horton | COM | 23331A109 | 8,971 | 421,557 | SH | SOLE | 398,656 | 0 | 22,901 | ||
| DFC Global Corp | COM | 23324T107 | 690 | 50,000 | SH | SOLE | 20,820 | 0 | 29,180 | ||
| DIRECTV | COM | 25490A101 | 6,758 | 109,677 | SH | SOLE | 109,677 | 0 | 0 | ||
| DSW, Inc. | COM | 23334L102 | 51,556 | 701,728 | SH | SOLE | 419,706 | 0 | 282,022 | ||
| DXP Enterprises, Inc. | COM | 233377407 | 4,533 | 68,065 | SH | SOLE | 68,065 | 0 | 0 | ||
| DealerTrack Technology | COM | 242309102 | 28,422 | 802,202 | SH | SOLE | 286,313 | 0 | 515,889 | ||
| Diodes, Inc. | COM | 254543101 | 24,850 | 956,871 | SH | SOLE | 335,974 | 0 | 620,897 | ||
| Dollar General Corp. | COM | 256677105 | 4,600 | 91,224 | SH | SOLE | 91,224 | 0 | 0 | ||
| Dril-Quip, Inc. | COM | 262037104 | 13,195 | 146,141 | SH | SOLE | 138,200 | 0 | 7,941 | ||
| EMC Corp. | COM | 268648102 | 4,874 | 206,350 | SH | SOLE | 206,350 | 0 | 0 | ||
| Ebay, Inc. | COM | 278642103 | 3,685 | 71,240 | SH | SOLE | 71,240 | 0 | 0 | ||
| Express Scripts Holding Co. | COM | 30219G108 | 6,599 | 106,972 | SH | SOLE | 106,972 | 0 | 0 | ||
| F5 Networks, Inc. | COM | 315616102 | 2,295 | 33,355 | SH | SOLE | 33,355 | 0 | 0 | ||
| Fastenal Co. | COM | 311900104 | 2,211 | 48,216 | SH | SOLE | 48,216 | 0 | 0 | ||
| Finisar Corporation | COM | 31787A507 | 9,594 | 565,994 | SH | SOLE | 535,258 | 0 | 30,736 | ||
| Fluor Corp. | COM | 343412102 | 5,513 | 92,954 | SH | SOLE | 92,954 | 0 | 0 | ||
| Francescas Holdings Corp | COM | 351793104 | 19,142 | 688,794 | SH | SOLE | 651,399 | 0 | 37,395 | ||
| Gildan Activewear, Inc. | COM | 375916103 | 4,829 | 119,204 | SH | SOLE | 119,204 | 0 | 0 | ||
| Globe Specialty Metals Inc | COM | 37954N206 | 8,186 | 753,081 | SH | SOLE | 264,735 | 0 | 488,346 | ||
| Globus Medical Inc | COM | 379577208 | 9,856 | 584,561 | SH | SOLE | 552,822 | 0 | 31,739 | ||
| Google, Inc. - Class A | COM | 38259P508 | 8,388 | 9,528 | SH | SOLE | 9,528 | 0 | 0 | ||
| Graco Inc. | COM | 384109104 | 27,957 | 442,294 | SH | SOLE | 156,204 | 0 | 286,090 | ||
| HFF Inc. - Class A | COM | 40418F108 | 11,945 | 672,174 | SH | SOLE | 246,412 | 0 | 425,762 | ||
| Hain Celestial Group, Inc. | COM | 405217100 | 2,129 | 32,765 | SH | SOLE | 32,765 | 0 | 0 | ||
| Halliburton Co | COM | 406216101 | 4,845 | 116,124 | SH | SOLE | 116,124 | 0 | 0 | ||
| Hanesbrands, Inc. | COM | 410345102 | 40,188 | 781,567 | SH | SOLE | 501,179 | 0 | 280,388 | ||
| Hanger, Inc | COM | 41043F208 | 14,576 | 460,831 | SH | SOLE | 435,783 | 0 | 25,048 | ||
| Hanover Insurance Group | COM | 410867105 | 18,575 | 379,615 | SH | SOLE | 358,991 | 0 | 20,624 | ||
| Helix Energy Solutions Group I | COM | 42330P107 | 37,530 | 1,628,920 | SH | SOLE | 981,867 | 0 | 647,053 | ||
| Herman Miller, Inc. | COM | 600544100 | 18,113 | 669,108 | SH | SOLE | 235,151 | 0 | 433,957 | ||
| Hittite Microwave Corp. | COM | 43365Y104 | 18,682 | 322,105 | SH | SOLE | 116,342 | 0 | 205,763 | ||
| Hub Group, Inc. - Class A | COM | 443320106 | 7,714 | 211,817 | SH | SOLE | 74,488 | 0 | 137,329 | ||
| IPC The Hospitalist Co., Inc. | COM | 44984A105 | 17,958 | 349,644 | SH | SOLE | 139,001 | 0 | 210,643 | ||
| IPG Photonics Corp. | COM | 44980X109 | 19,319 | 318,114 | SH | SOLE | 300,845 | 0 | 17,269 | ||
| ITT Corp | COM | 450911201 | 19,144 | 650,930 | SH | SOLE | 615,591 | 0 | 35,339 | ||
| Imperva Inc | COM | 45321L100 | 20,166 | 447,731 | SH | SOLE | 193,951 | 0 | 253,780 | ||
| J2 Global Inc. | COM | 48123V102 | 50,253 | 1,182,134 | SH | SOLE | 460,324 | 0 | 721,810 | ||
| JPMorgan & Chase Co. | COM | 46625H100 | 6,439 | 121,974 | SH | SOLE | 121,974 | 0 | 0 | ||
| Jarden Corp. | COM | 471109108 | 18,568 | 424,413 | SH | SOLE | 401,349 | 0 | 23,064 | ||
| Jazz Pharmaceuticals plc | COM | G50871105 | 50,172 | 729,994 | SH | SOLE | 448,768 | 0 | 281,226 | ||
| Kansas City Southern | COM | 485170302 | 17,181 | 162,146 | SH | SOLE | 153,344 | 0 | 8,802 | ||
| Koppers Holdings | COM | 50060P106 | 18,019 | 471,945 | SH | SOLE | 165,910 | 0 | 306,035 | ||
| Lear Corp | COM | 521865204 | 5,063 | 83,734 | SH | SOLE | 83,734 | 0 | 0 | ||
| Lindsay Corp. | COM | 535555106 | 25,419 | 339,011 | SH | SOLE | 142,574 | 0 | 196,437 | ||
| Littelfuse Inc | COM | 537008104 | 10,823 | 145,058 | SH | SOLE | 137,175 | 0 | 7,883 | ||
| LyondellBasell Indu - Cl A | COM | N53745100 | 7,553 | 113,993 | SH | SOLE | 113,993 | 0 | 0 | ||
| MSC Indsutrial Direct Co. - Cl | COM | 553530106 | 14,532 | 187,603 | SH | SOLE | 14,044 | 0 | 173,559 | ||
| Marriott International | COM | 571903202 | 4,588 | 113,637 | SH | SOLE | 113,637 | 0 | 0 | ||
| McCormick & Co. | COM | 579780206 | 7,912 | 112,451 | SH | SOLE | 8,025 | 0 | 104,426 | ||
| MedAssets Inc | COM | 584045108 | 8,172 | 460,649 | SH | SOLE | 161,517 | 0 | 299,132 | ||
| Mercadolibre, Inc. | COM | 58733R102 | 33,035 | 306,563 | SH | SOLE | 95,110 | 0 | 211,453 | ||
| Meridian Bioscience, Inc. | COM | 589584101 | 12,419 | 577,611 | SH | SOLE | 222,020 | 0 | 355,591 | ||
| Micros Systems, Inc. | COM | 594901100 | 5,159 | 119,554 | SH | SOLE | 8,906 | 0 | 110,648 | ||
| Molina Healthcare, Inc. | COM | 60855R100 | 19,334 | 520,024 | SH | SOLE | 182,840 | 0 | 337,184 | ||
| Movado Group, Inc. | COM | 624580106 | 18,931 | 559,606 | SH | SOLE | 197,459 | 0 | 362,147 | ||
| Myriad Genetics Inc. | COM | 62855J104 | 9,644 | 358,917 | SH | SOLE | 126,119 | 0 | 232,798 | ||
| NPS Pharmaceuticals, Inc. | COM | 62936P103 | 16,584 | 1,098,272 | SH | SOLE | 609,868 | 0 | 488,404 | ||
| NXP Semiconductors | COM | N6596X109 | 21,609 | 697,530 | SH | SOLE | 659,624 | 0 | 37,906 | ||
| NetScout Systems, Inc. | COM | 64115T104 | 6,998 | 299,820 | SH | SOLE | 294,110 | 0 | 5,710 | ||
| Och-Ziff Capital Management Gr | COM | 67551U105 | 30,112 | 2,884,330 | SH | SOLE | 215,181 | 0 | 2,669,149 | ||
| Old Dominion Freight Line | COM | 679580100 | 24,897 | 598,193 | SH | SOLE | 230,979 | 0 | 367,214 | ||
| Onyx Pharmaceuticals | COM | 683399109 | 19,348 | 222,849 | SH | SOLE | 108,895 | 0 | 113,954 | ||
| Oracle Corp. | COM | 68389X105 | 6,267 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
| Palo Alto Networks | COM | 697435105 | 23,616 | 560,142 | SH | SOLE | 326,948 | 0 | 233,194 | ||
| Panera Bread Co. - Class A | COM | 69840W108 | 4,103 | 22,065 | SH | SOLE | 22,065 | 0 | 0 | ||
| PepsiCo, Inc. | COM | 713448108 | 6,023 | 73,639 | SH | SOLE | 73,639 | 0 | 0 | ||
| Perkin Elmer Inc | COM | 714046109 | 14,076 | 433,122 | SH | SOLE | 409,608 | 0 | 23,514 | ||
| Petsmart, Inc. | COM | 716768106 | 31,964 | 477,153 | SH | SOLE | 197,456 | 0 | 279,697 | ||
| Philip Morris International | COM | 718172109 | 4,084 | 47,153 | SH | SOLE | 47,153 | 0 | 0 | ||
| Phillips 66 | COM | 718546104 | 1,574 | 26,712 | SH | SOLE | 26,712 | 0 | 0 | ||
| Pioneer Energy Services Corp. | COM | 723664108 | 18,277 | 2,760,911 | SH | SOLE | 1,125,193 | 0 | 1,635,718 | ||
| Prestige Brands | COM | 74112D101 | 9,063 | 311,017 | SH | SOLE | 311,017 | 0 | 0 | ||
| Proofpoint Inc | COM | 743424103 | 24,795 | 1,023,324 | SH | SOLE | 504,826 | 0 | 518,498 | ||
| QLIK Technologies | COM | 74733T105 | 13,731 | 485,712 | SH | SOLE | 459,336 | 0 | 26,376 | ||
| QUALCOMM, Inc. | COM | 747525103 | 6,493 | 106,303 | SH | SOLE | 106,303 | 0 | 0 | ||
| Radware LTD | COM | M81873107 | 6,007 | 435,599 | SH | SOLE | 174,175 | 0 | 261,424 | ||
| ResMed, Inc. | COM | 761152107 | 15,932 | 353,027 | SH | SOLE | 341,370 | 0 | 11,657 | ||
| Roper Industries, Inc. | COM | 776696106 | 9,516 | 76,603 | SH | SOLE | 72,440 | 0 | 4,163 | ||
| Ryland Group, Inc. | COM | 783764103 | 32,646 | 814,127 | SH | SOLE | 287,716 | 0 | 526,411 | ||
| SEI Investments | COM | 784117103 | 4,209 | 148,046 | SH | SOLE | 148,046 | 0 | 0 | ||
| Salix Pharmaceuticals Ltd. | COM | 795435106 | 21,835 | 330,088 | SH | SOLE | 312,149 | 0 | 17,939 | ||
| Sally Beauty Holdings, Inc. | COM | 79546E104 | 18,557 | 596,675 | SH | SOLE | 151,210 | 0 | 445,465 | ||
| Sapient Corp. | COM | 803062108 | 8,974 | 687,152 | SH | SOLE | 205,731 | 0 | 481,421 | ||
| Select Comfort Corp. | COM | 81616X103 | 14,057 | 560,917 | SH | SOLE | 198,121 | 0 | 362,796 | ||
| Semtech Corp. | COM | 816850101 | 18,767 | 535,742 | SH | SOLE | 506,660 | 0 | 29,082 | ||
| Signature Bank | COM | 82669G104 | 43,167 | 519,956 | SH | SOLE | 171,970 | 0 | 347,986 | ||
| Silicon Laboratories, Inc. | COM | 826919102 | 19,739 | 476,670 | SH | SOLE | 201,452 | 0 | 275,218 | ||
| Sinclair Broadcasting Inc | COM | 829226109 | 4,407 | 150,000 | SH | SOLE | 141,855 | 0 | 8,145 | ||
| Skyworks Solutions Inc | COM | 83088M102 | 17,445 | 796,934 | SH | SOLE | 59,496 | 0 | 737,438 | ||
| Spectrum Brands Holdings | COM | 84763R101 | 16,073 | 282,631 | SH | SOLE | 267,276 | 0 | 15,355 | ||
| Stage Stores Inc | COM | 85254C305 | 18,673 | 794,584 | SH | SOLE | 337,204 | 0 | 457,380 | ||
| Stamps.com | COM | 852857200 | 4,580 | 116,282 | SH | SOLE | 116,282 | 0 | 0 | ||
| Stericycle, Inc. | COM | 858912108 | 6,315 | 57,183 | SH | SOLE | 57,183 | 0 | 0 | ||
| Stifel Financial Corp | COM | 860630102 | 29,333 | 822,331 | SH | SOLE | 307,224 | 0 | 515,107 | ||
| Sun Hydraulics Corp. | COM | 866942105 | 5,217 | 166,785 | SH | SOLE | 166,785 | 0 | 0 | ||
| TAL International Group | COM | 874083108 | 13,662 | 313,562 | SH | SOLE | 22,768 | 0 | 290,794 | ||
| TW Telecom, Inc. - Class A | COM | 87311L104 | 18,633 | 662,143 | SH | SOLE | 626,127 | 0 | 36,016 | ||
| The Cooper Cos, Inc. | COM | 216648402 | 47,044 | 395,160 | SH | SOLE | 181,117 | 0 | 214,043 | ||
| Tower Group International Ltd. | COM | G8988C105 | 26,980 | 1,315,464 | SH | SOLE | 461,986 | 0 | 853,478 | ||
| TripAdvisor Inc | COM | 896945201 | 18,955 | 311,407 | SH | SOLE | 294,506 | 0 | 16,901 | ||
| Triumph Group Inc. | COM | 896818101 | 14,782 | 186,762 | SH | SOLE | 68,524 | 0 | 118,238 | ||
| Tupperware Brands Corp. | COM | 899896104 | 17,216 | 221,594 | SH | SOLE | 209,551 | 0 | 12,043 | ||
| Tyler Technologies | COM | 902252105 | 15,263 | 222,654 | SH | SOLE | 78,218 | 0 | 144,436 | ||
| Ulta Salon Cosmetics | COM | 90384S303 | 19,932 | 199,000 | SH | SOLE | 188,191 | 0 | 10,809 | ||
| United Natural Foods, Inc. | COM | 911163103 | 18,797 | 348,164 | SH | SOLE | 329,248 | 0 | 18,916 | ||
| United Rentals Inc | COM | 911363109 | 18,512 | 370,914 | SH | SOLE | 350,770 | 0 | 20,144 | ||
| Universal Health Services | COM | 913903100 | 19,600 | 292,715 | SH | SOLE | 276,806 | 0 | 15,909 | ||
| Urban Outfitters, Inc. | COM | 917047102 | 18,696 | 464,842 | SH | SOLE | 439,588 | 0 | 25,254 | ||
| Waddell & Reed Financial, Inc. | COM | 930059100 | 14,132 | 324,884 | SH | SOLE | 307,235 | 0 | 17,649 | ||
| Web.com Group | COM | 94733A104 | 10,398 | 406,175 | SH | SOLE | 384,122 | 0 | 22,053 | ||
| West Marine, Inc. | COM | 954235107 | 1,642 | 149,311 | SH | SOLE | 149,311 | 0 | 0 | ||
| West Pharmaceutical Services, | COM | 955306105 | 9,458 | 134,614 | SH | SOLE | 127,303 | 0 | 7,311 | ||
| Whiting Petroleum Corp. | COM | 966387102 | 40,454 | 877,717 | SH | SOLE | 411,491 | 0 | 466,226 | ||
| Wuxi Pharmatech, Inc. - ADR | COM | 929352102 | 30,495 | 1,452,163 | SH | SOLE | 520,193 | 0 | 931,970 | ||
| priceline.com, Inc. | COM | 741503403 | 5,233 | 6,327 | SH | SOLE | 6,327 | 0 | 0 | ||