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 Company | COM | 88579Y101 | 5,756 | 48,201 | SH | SOLE | 48,201 | 0 | 0 | ||
AMERICA ONLINE | COM | 00184X105 | 16,436 | 475,308 | SH | SOLE | 475,308 | 0 | 0 | ||
AZZ Inc | COM | 002474104 | 1,988 | 47,502 | SH | SOLE | 47,502 | 0 | 0 | ||
Abiomed Inc | COM | 003654100 | 2,100 | 110,131 | SH | SOLE | 110,131 | 0 | 0 | ||
Affiliated Managers Group, Inc | COM | 008252108 | 30,648 | 167,806 | SH | SOLE | 167,806 | 0 | 0 | ||
Air Methods Corp | COM | 009128307 | 2,194 | 51,509 | SH | SOLE | 51,509 | 0 | 0 | ||
Akamai Technologies, Inc. | COM | 00971T101 | 34,150 | 660,537 | SH | SOLE | 660,537 | 0 | 0 | ||
Akorn Inc | COM | 009728106 | 2,336 | 118,709 | SH | SOLE | 118,709 | 0 | 0 | ||
Albemarle Corporation | COM | 012653101 | 19,375 | 307,825 | SH | SOLE | 307,825 | 0 | 0 | ||
Allergan, Inc. | COM | 018490102 | 427 | 4,718 | SH | SOLE | 4,718 | 0 | 0 | ||
Alliance Data Systems Corporat | COM | 018581108 | 43,935 | 207,758 | SH | SOLE | 207,758 | 0 | 0 | ||
AmTrust Financial Services | COM | 032359309 | 2,380 | 60,931 | SH | SOLE | 60,931 | 0 | 0 | ||
Amazon.com, Inc. | COM | 023135106 | 299 | 957 | SH | SOLE | 957 | 0 | 0 | ||
American Intl Group, Inc. | COM | 026874784 | 345 | 7,100 | SH | SOLE | 7,100 | 0 | 0 | ||
Amgen Inc. | COM | 031162100 | 392 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
Analog Devices, Inc. | COM | 032654105 | 235 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
Ann Taylor Stores Corp | COM | 035623107 | 1,690 | 46,664 | SH | SOLE | 46,664 | 0 | 0 | ||
Apple Inc. | COM | 037833100 | 9,582 | 20,099 | SH | SOLE | 20,099 | 0 | 0 | ||
Arctic Cat | COM | 039670104 | 2,591 | 45,410 | SH | SOLE | 45,410 | 0 | 0 | ||
Astronics Corporation | COM | 046433108 | 2,157 | 43,390 | SH | SOLE | 43,390 | 0 | 0 | ||
AutoNation, Inc. | COM | 05329W102 | 26,753 | 512,805 | SH | SOLE | 512,805 | 0 | 0 | ||
Autoliv Inc. | COM | 052800109 | 37,688 | 431,257 | SH | SOLE | 431,257 | 0 | 0 | ||
Automatic Data Processing, Inc | COM | 053015103 | 368 | 5,080 | SH | SOLE | 5,080 | 0 | 0 | ||
B/E Aerospace Inc. | COM | 073302101 | 19,491 | 264,031 | SH | SOLE | 264,031 | 0 | 0 | ||
BOK Financial Corp | COM | 05561Q201 | 2,254 | 35,586 | SH | SOLE | 35,586 | 0 | 0 | ||
Bank of America Corp | COM | 060505104 | 384 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
Bank of New York Mellon Corp. | COM | 064058100 | 7,118 | 235,767 | SH | SOLE | 235,767 | 0 | 0 | ||
BorgWarner Inc. | COM | 099724106 | 4,545 | 44,826 | SH | SOLE | 44,826 | 0 | 0 | ||
British American Tobacco | COM | 110448107 | 216 | 2,050 | SH | SOLE | 2,050 | 0 | 0 | ||
Brookfield Asset Mngmt | COM | 112585104 | 303 | 8,095 | SH | SOLE | 8,095 | 0 | 0 | ||
CBOE Holdings, Inc. | COM | 12503M108 | 3,336 | 73,764 | SH | SOLE | 73,764 | 0 | 0 | ||
CBRE Group, Inc. Class A | COM | 12504L109 | 31,595 | 1,365,996 | SH | SOLE | 1,365,996 | 0 | 0 | ||
CBS Corporation Class B | COM | 124857202 | 4,325 | 78,415 | SH | SOLE | 78,415 | 0 | 0 | ||
CGI Group Inc. | COM | 39945C109 | 344 | 9,800 | SH | SOLE | 9,800 | 0 | 0 | ||
CME Group Inc. | COM | 12572Q105 | 3,788 | 51,271 | SH | SOLE | 51,271 | 0 | 0 | ||
CNOOC Ltd ADR | COM | 126132109 | 2,585 | 12,811 | SH | SOLE | 12,811 | 0 | 0 | ||
Cabela's Incorporated | COM | 126804301 | 2,865 | 45,457 | SH | SOLE | 45,457 | 0 | 0 | ||
Campbell Soup Company | COM | 134429109 | 338 | 8,301 | SH | SOLE | 8,301 | 0 | 0 | ||
Canadian National Railway | COM | 136375102 | 284 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
Carrizo Oil & Gas Inc. | COM | 144577103 | 3,034 | 81,317 | SH | SOLE | 81,317 | 0 | 0 | ||
Casey's General Stores, Inc. | COM | 147528103 | 2,241 | 30,492 | SH | SOLE | 30,492 | 0 | 0 | ||
Caterpillar Inc. | COM | 149123101 | 302 | 3,627 | SH | SOLE | 3,627 | 0 | 0 | ||
Ceasars Enertainment Corp | COM | 127686103 | 2,219 | 112,573 | SH | SOLE | 112,573 | 0 | 0 | ||
Celgene Corporation | COM | 151020104 | 4,790 | 31,119 | SH | SOLE | 31,119 | 0 | 0 | ||
Centene | COM | 15135B101 | 2,692 | 42,086 | SH | SOLE | 42,086 | 0 | 0 | ||
Charles River Laboratories Int | COM | 159864107 | 4,251 | 91,903 | SH | SOLE | 91,903 | 0 | 0 | ||
Chart Industries Inc | COM | 16115Q308 | 2,111 | 17,155 | SH | SOLE | 17,155 | 0 | 0 | ||
Chevron Corp | COM | 166764100 | 998 | 8,210 | SH | SOLE | 8,210 | 0 | 0 | ||
Chicago Bridge & Iron Co. NV | COM | 167250109 | 203 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
Cisco Systems Inc. | COM | 17275R102 | 9,191 | 392,434 | SH | SOLE | 392,434 | 0 | 0 | ||
Citigroup | COM | 172967424 | 3,667 | 75,583 | SH | SOLE | 75,583 | 0 | 0 | ||
City National Corp | COM | 178566105 | 3,052 | 45,791 | SH | SOLE | 45,791 | 0 | 0 | ||
Coca-Cola Enterprises, Inc. | COM | 19122T109 | 4,289 | 106,658 | SH | SOLE | 106,658 | 0 | 0 | ||
Colgate-Palmolive Company | COM | 194162103 | 486 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | ||
Comcast Cl A Special | COM | 20030N200 | 4,089 | 94,276 | SH | SOLE | 94,276 | 0 | 0 | ||
Comcast Corporation Class A | COM | 20030N101 | 303 | 6,992 | SH | SOLE | 6,992 | 0 | 0 | ||
Costco Wholesale Corporation | COM | 22160K105 | 654 | 5,679 | SH | SOLE | 5,679 | 0 | 0 | ||
Covidien Ltd. | COM | G2554F113 | 5,664 | 92,941 | SH | SOLE | 92,941 | 0 | 0 | ||
Cracker Barrel Old Cntry Store | COM | 22410J106 | 5,403 | 52,337 | SH | SOLE | 52,337 | 0 | 0 | ||
Cullen/Frost Bankers | COM | 229899109 | 23,917 | 339,013 | SH | SOLE | 339,013 | 0 | 0 | ||
Cummins Inc. | COM | 231021106 | 4,109 | 30,925 | SH | SOLE | 30,925 | 0 | 0 | ||
DIRECTV | COM | 25490A309 | 335 | 5,602 | SH | SOLE | 5,602 | 0 | 0 | ||
DSW Inc. Class A | COM | 23334L102 | 21,659 | 253,855 | SH | SOLE | 253,855 | 0 | 0 | ||
DXP Enterprises Inc. | COM | 233377407 | 2,031 | 25,721 | SH | SOLE | 25,721 | 0 | 0 | ||
Dana Holding Corp | COM | 235825205 | 26,363 | 1,154,226 | SH | SOLE | 1,154,226 | 0 | 0 | ||
Danaher Corporation | COM | 235851102 | 3,720 | 53,661 | SH | SOLE | 53,661 | 0 | 0 | ||
Deere & Company | COM | 244199105 | 582 | 7,149 | SH | SOLE | 7,149 | 0 | 0 | ||
Delphi Automotive PLC | COM | G27823106 | 3,136 | 53,678 | SH | SOLE | 53,678 | 0 | 0 | ||
DexCom, Inc. | COM | 252131107 | 2,203 | 78,046 | SH | SOLE | 78,046 | 0 | 0 | ||
Dillard's, Inc. Class A | COM | 254067101 | 18,890 | 241,250 | SH | SOLE | 241,250 | 0 | 0 | ||
Dolby Laboratories, Inc. Class | COM | 25659T107 | 18,827 | 545,539 | SH | SOLE | 545,539 | 0 | 0 | ||
EOG Resources, Inc. | COM | 26875P101 | 6,061 | 35,807 | SH | SOLE | 35,807 | 0 | 0 | ||
Eli Lilly and Company | COM | 532457108 | 4,263 | 84,700 | SH | SOLE | 84,700 | 0 | 0 | ||
EnerSys Inc | COM | 29275Y102 | 20,254 | 334,058 | SH | SOLE | 334,058 | 0 | 0 | ||
Entegris Inc | COM | 29362U104 | 18,829 | 1,855,035 | SH | SOLE | 1,855,035 | 0 | 0 | ||
Euronet Worldwide Inc | COM | 298736109 | 3,318 | 83,363 | SH | SOLE | 83,363 | 0 | 0 | ||
Evercore Partners Inc | COM | 29977A105 | 23,121 | 469,659 | SH | SOLE | 469,659 | 0 | 0 | ||
ExlService Holdings Inc. | COM | 302081104 | 449 | 15,774 | SH | SOLE | 15,774 | 0 | 0 | ||
Expedia, Inc. | COM | 30212P303 | 36,249 | 699,926 | SH | SOLE | 699,926 | 0 | 0 | ||
Express Scripts Holding Compan | COM | 30219G108 | 4,833 | 78,231 | SH | SOLE | 78,231 | 0 | 0 | ||
Exxon Mobil Corporation | COM | 30231G102 | 938 | 10,904 | SH | SOLE | 10,904 | 0 | 0 | ||
FEI Company | COM | 30241L109 | 29,452 | 335,442 | SH | SOLE | 335,442 | 0 | 0 | ||
Facebook, Inc. Class A | COM | 30303M102 | 3,003 | 59,774 | SH | SOLE | 59,774 | 0 | 0 | ||
Finisar Corporation | COM | 31787A507 | 2,147 | 94,881 | SH | SOLE | 94,881 | 0 | 0 | ||
First Republic Bank San Franci | COM | 33616C100 | 30,308 | 649,968 | SH | SOLE | 649,968 | 0 | 0 | ||
FleetCor Technologies, Inc. | COM | 339041105 | 39,460 | 358,207 | SH | SOLE | 358,207 | 0 | 0 | ||
Gartner, Inc. | COM | 366651107 | 31,891 | 531,515 | SH | SOLE | 531,515 | 0 | 0 | ||
General Mills, Inc. | COM | 370334104 | 3,690 | 76,999 | SH | SOLE | 76,999 | 0 | 0 | ||
Genomic Health | COM | 37244C101 | 11,420 | 373,456 | SH | SOLE | 373,456 | 0 | 0 | ||
Gilead Sciences, Inc. | COM | 375558103 | 5,302 | 84,370 | SH | SOLE | 84,370 | 0 | 0 | ||
Goldman Sachs Group Inc | COM | 38141G104 | 5,496 | 34,737 | SH | SOLE | 34,737 | 0 | 0 | ||
Google Inc. Class A | COM | 38259P508 | 12,390 | 14,145 | SH | SOLE | 14,145 | 0 | 0 | ||
HFF Inc | COM | 40418F108 | 4,521 | 180,492 | SH | SOLE | 180,492 | 0 | 0 | ||
Halliburton Company | COM | 406216101 | 3,915 | 81,313 | SH | SOLE | 81,313 | 0 | 0 | ||
Hanger Orthopedic Group | COM | 41043F208 | 9,944 | 294,541 | SH | SOLE | 294,541 | 0 | 0 | ||
Health Management Associates, | COM | 421933102 | 3,121 | 243,866 | SH | SOLE | 243,866 | 0 | 0 | ||
Heartland Payment Systems | COM | 42235N108 | 28,314 | 712,840 | SH | SOLE | 712,840 | 0 | 0 | ||
Helmerich & Payne Inc | COM | 423452101 | 22,680 | 328,935 | SH | SOLE | 328,935 | 0 | 0 | ||
Hexcel Corporation | COM | 428291108 | 2,729 | 70,338 | SH | SOLE | 70,338 | 0 | 0 | ||
Hormel Foods Corporation | COM | 440452100 | 496 | 11,777 | SH | SOLE | 11,777 | 0 | 0 | ||
IAC/InterActiveCorp. | COM | 44919P508 | 43,768 | 800,579 | SH | SOLE | 800,579 | 0 | 0 | ||
Icon PLC | COM | G4705A100 | 3,768 | 92,057 | SH | SOLE | 92,057 | 0 | 0 | ||
Iconix Brand Group, Inc. | COM | 451055107 | 2,934 | 88,306 | SH | SOLE | 88,306 | 0 | 0 | ||
Illumina, Inc. | COM | 452327109 | 52,584 | 650,550 | SH | SOLE | 650,550 | 0 | 0 | ||
Incyte Corporation | COM | 45337C102 | 16,033 | 420,252 | SH | SOLE | 420,252 | 0 | 0 | ||
Informatica Corporation | COM | 45666Q102 | 19,112 | 490,438 | SH | SOLE | 490,438 | 0 | 0 | ||
IntercontinentalExchange, Inc. | COM | 45865V100 | 516 | 2,843 | SH | SOLE | 2,843 | 0 | 0 | ||
International Business Machine | COM | 459200101 | 5,554 | 29,993 | SH | SOLE | 29,993 | 0 | 0 | ||
International Game Technology | COM | 459902102 | 26,886 | 1,420,267 | SH | SOLE | 1,420,267 | 0 | 0 | ||
Interxion | COM | N47279109 | 13,006 | 584,782 | SH | SOLE | 584,782 | 0 | 0 | ||
Ixia | COM | 45071R109 | 18,544 | 1,183,404 | SH | SOLE | 1,183,404 | 0 | 0 | ||
JPMorgan Chase & Co | COM | 46625H100 | 7,697 | 148,912 | SH | SOLE | 148,912 | 0 | 0 | ||
Jabil Circuit Inc. | COM | 466313103 | 24,717 | 1,140,065 | SH | SOLE | 1,140,065 | 0 | 0 | ||
Janus Capital Group, Inc. | COM | 47102X105 | 13,832 | 1,625,421 | SH | SOLE | 1,625,421 | 0 | 0 | ||
Jarden Corporation | COM | 471109108 | 23,855 | 492,879 | SH | SOLE | 492,879 | 0 | 0 | ||
Jazz Pharmaceuticals Plc | COM | G50871105 | 25,752 | 279,999 | SH | SOLE | 279,999 | 0 | 0 | ||
KapStone Paper and Packaging C | COM | 48562P103 | 23,819 | 556,512 | SH | SOLE | 556,512 | 0 | 0 | ||
Kirby Corporation | COM | 497266106 | 4,066 | 46,982 | SH | SOLE | 46,982 | 0 | 0 | ||
Kodiak Oil & Gas Corp | COM | 50015Q100 | 2,293 | 190,112 | SH | SOLE | 190,112 | 0 | 0 | ||
LKQ Corporation | COM | 501889208 | 17,578 | 551,727 | SH | SOLE | 551,727 | 0 | 0 | ||
Lender Processing Services, In | COM | 52602E102 | 3,267 | 98,194 | SH | SOLE | 98,194 | 0 | 0 | ||
Lindsay Corporation | COM | 535555106 | 2,508 | 30,725 | SH | SOLE | 30,725 | 0 | 0 | ||
Linear Technology Corporation | COM | 535678106 | 3,142 | 79,213 | SH | SOLE | 79,213 | 0 | 0 | ||
Lithia Motors Inc | COM | 536797103 | 8,509 | 116,622 | SH | SOLE | 116,622 | 0 | 0 | ||
Lowe's Companies, Inc. | COM | 548661107 | 609 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
Marketaxess Holdings Inc | COM | 57060D108 | 1,520 | 25,312 | SH | SOLE | 25,312 | 0 | 0 | ||
Matrix Service Co. | COM | 576853105 | 1,792 | 91,335 | SH | SOLE | 91,335 | 0 | 0 | ||
Mattel, Inc. | COM | 577081102 | 523 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
Maximus Inc. | COM | 577933104 | 3,136 | 69,622 | SH | SOLE | 69,622 | 0 | 0 | ||
McCormick & Company, Incorpora | COM | 579780206 | 478 | 7,395 | SH | SOLE | 7,395 | 0 | 0 | ||
McDonald's Corporation | COM | 580135101 | 203 | 2,114 | SH | SOLE | 2,114 | 0 | 0 | ||
McKesson Corporation | COM | 58155Q103 | 669 | 5,218 | SH | SOLE | 5,218 | 0 | 0 | ||
MedAssets Inc | COM | 584045108 | 2,278 | 89,595 | SH | SOLE | 89,595 | 0 | 0 | ||
Medtronic Inc. | COM | 585055106 | 4,110 | 77,189 | SH | SOLE | 77,189 | 0 | 0 | ||
Mentor Graphics Corp | COM | 587200106 | 3,795 | 162,389 | SH | SOLE | 162,389 | 0 | 0 | ||
MercadoLibre, Inc. | COM | 58733R102 | 47,361 | 351,058 | SH | SOLE | 351,058 | 0 | 0 | ||
Microsoft Corporation | COM | 594918104 | 8,434 | 253,188 | SH | SOLE | 253,188 | 0 | 0 | ||
Middleby Corporation | COM | 596278101 | 2,303 | 11,025 | SH | SOLE | 11,025 | 0 | 0 | ||
NXP Semiconductor | COM | N6596X109 | 27,194 | 730,835 | SH | SOLE | 730,835 | 0 | 0 | ||
NetApp, Inc. | COM | 64110D104 | 3,779 | 88,669 | SH | SOLE | 88,669 | 0 | 0 | ||
Nordson Corporation | COM | 655663102 | 27,078 | 367,762 | SH | SOLE | 367,762 | 0 | 0 | ||
Nordstrom, Inc. | COM | 655664100 | 403 | 7,173 | SH | SOLE | 7,173 | 0 | 0 | ||
On Assignment Inc. | COM | 682159108 | 2,277 | 68,990 | SH | SOLE | 68,990 | 0 | 0 | ||
Onyx Pharmaceuticals, Inc. | COM | 683399109 | 25,283 | 202,796 | SH | SOLE | 202,796 | 0 | 0 | ||
Open Text Corp. | COM | 683715106 | 2,641 | 35,383 | SH | SOLE | 35,383 | 0 | 0 | ||
Overstock.com Inc | COM | 690370101 | 2,385 | 80,373 | SH | SOLE | 80,373 | 0 | 0 | ||
PPG Industries, Inc. | COM | 693506107 | 6,029 | 36,090 | SH | SOLE | 36,090 | 0 | 0 | ||
PTC Corp | COM | 69370C100 | 1,108 | 38,971 | SH | SOLE | 38,971 | 0 | 0 | ||
Parexel International | COM | 699462107 | 41,522 | 826,631 | SH | SOLE | 826,631 | 0 | 0 | ||
PerkinElmer Inc. | COM | 714046109 | 2,912 | 77,144 | SH | SOLE | 77,144 | 0 | 0 | ||
PetSmart, Inc. | COM | 716768106 | 43,807 | 574,445 | SH | SOLE | 574,445 | 0 | 0 | ||
Pfizer Inc. | COM | 717081103 | 3,921 | 136,568 | SH | SOLE | 136,568 | 0 | 0 | ||
Pharmacyclics, Inc. | COM | 716933106 | 2,797 | 20,204 | SH | SOLE | 20,204 | 0 | 0 | ||
Philip Morris International In | COM | 718172109 | 349 | 4,035 | SH | SOLE | 4,035 | 0 | 0 | ||
Philips Electronic | COM | 500472303 | 229 | 7,100 | SH | SOLE | 7,100 | 0 | 0 | ||
Pinnacle Entertainment | COM | 723456109 | 2,273 | 90,728 | SH | SOLE | 90,728 | 0 | 0 | ||
Polaris Industries Inc. | COM | 731068102 | 39,228 | 303,666 | SH | SOLE | 303,666 | 0 | 0 | ||
Portfolio Recovery Associates | COM | 73640Q105 | 2,191 | 36,551 | SH | SOLE | 36,551 | 0 | 0 | ||
Power Integrations, Inc. | COM | 739276103 | 2,117 | 39,101 | SH | SOLE | 39,101 | 0 | 0 | ||
Precision Castparts Corp. | COM | 740189105 | 2,247 | 9,888 | SH | SOLE | 9,888 | 0 | 0 | ||
Primoris Services Corporation | COM | 74164F103 | 1,708 | 67,054 | SH | SOLE | 67,054 | 0 | 0 | ||
Prudential PLC | COM | 74435K204 | 515 | 13,800 | SH | SOLE | 13,800 | 0 | 0 | ||
QUALCOMM Incorporated | COM | 747525103 | 3,911 | 58,064 | SH | SOLE | 58,064 | 0 | 0 | ||
Rackspace Hosting, Inc. | COM | 750086100 | 22,994 | 435,825 | SH | SOLE | 435,825 | 0 | 0 | ||
Regeneron Pharmaceuticals, Inc | COM | 75886F107 | 2,776 | 8,873 | SH | SOLE | 8,873 | 0 | 0 | ||
Regions Financial Corp | COM | 7591EP100 | 109 | 11,779 | SH | SOLE | 11,779 | 0 | 0 | ||
Revlon Inc. | COM | 761525609 | 2,132 | 76,765 | SH | SOLE | 76,765 | 0 | 0 | ||
Robert Half International Inc. | COM | 770323103 | 30,665 | 785,679 | SH | SOLE | 785,679 | 0 | 0 | ||
Rockwell Automation, Inc. | COM | 773903109 | 4,104 | 38,372 | SH | SOLE | 38,372 | 0 | 0 | ||
Rovi Corporation | COM | 779376102 | 14,099 | 735,472 | SH | SOLE | 735,472 | 0 | 0 | ||
Salix Pharmaceuticals, Ltd. | COM | 795435106 | 19,781 | 295,763 | SH | SOLE | 295,763 | 0 | 0 | ||
Sally Beauty Holdings, Inc. | COM | 79546E104 | 9,585 | 366,385 | SH | SOLE | 366,385 | 0 | 0 | ||
Santarus Inc | COM | 802817304 | 2,347 | 104,005 | SH | SOLE | 104,005 | 0 | 0 | ||
Semtech Corporation | COM | 816850101 | 2,751 | 91,742 | SH | SOLE | 91,742 | 0 | 0 | ||
Signet Jewelers Limited | COM | G81276100 | 44,399 | 619,661 | SH | SOLE | 619,661 | 0 | 0 | ||
Silgan Holdings Inc. | COM | 827048109 | 28,518 | 606,758 | SH | SOLE | 606,758 | 0 | 0 | ||
Simon Property Group, Inc. | COM | 828806109 | 472 | 3,181 | SH | SOLE | 3,181 | 0 | 0 | ||
SolarWinds, Inc. | COM | 83416B109 | 17,563 | 500,928 | SH | SOLE | 500,928 | 0 | 0 | ||
State Street Corp | COM | 857477103 | 4,703 | 71,534 | SH | SOLE | 71,534 | 0 | 0 | ||
Stryker Corporation | COM | 863667101 | 367 | 5,429 | SH | SOLE | 5,429 | 0 | 0 | ||
Syntel Inc. | COM | 87162H103 | 2,447 | 30,552 | SH | SOLE | 30,552 | 0 | 0 | ||
TIBCO Software Inc. | COM | 88632Q103 | 29,466 | 1,151,452 | SH | SOLE | 1,151,452 | 0 | 0 | ||
Teva Pharmaceutical | COM | 881624209 | 215 | 5,700 | SH | SOLE | 5,700 | 0 | 0 | ||
The Boeing Company | COM | 097023105 | 414 | 3,520 | SH | SOLE | 3,520 | 0 | 0 | ||
The Chubb Corporation | COM | 171232101 | 242 | 2,707 | SH | SOLE | 2,707 | 0 | 0 | ||
The Goodyear Tire & Rubber Com | COM | 382550101 | 3,255 | 144,988 | SH | SOLE | 144,988 | 0 | 0 | ||
The Home Depot, Inc. | COM | 437076102 | 397 | 5,236 | SH | SOLE | 5,236 | 0 | 0 | ||
The Sherwin-Williams Company | COM | 824348106 | 625 | 3,431 | SH | SOLE | 3,431 | 0 | 0 | ||
The TJX Companies, Inc. | COM | 872540109 | 791 | 14,030 | SH | SOLE | 14,030 | 0 | 0 | ||
The Valspar Corporation | COM | 920355104 | 418 | 6,585 | SH | SOLE | 6,585 | 0 | 0 | ||
The Walt Disney Company | COM | 254687106 | 548 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
Thor Industries, Inc. | COM | 885160101 | 3,258 | 56,127 | SH | SOLE | 56,127 | 0 | 0 | ||
Total System Services, Inc. | COM | 891906109 | 41,220 | 1,401,085 | SH | SOLE | 1,401,085 | 0 | 0 | ||
Towers Watson Co | COM | 891894107 | 49,278 | 460,713 | SH | SOLE | 460,713 | 0 | 0 | ||
Toyota Motor Corporation | COM | 892331307 | 316 | 2,465 | SH | SOLE | 2,465 | 0 | 0 | ||
Tripadvisor, Inc. | COM | 896945201 | 2,668 | 35,184 | SH | SOLE | 35,184 | 0 | 0 | ||
Ultratech, Inc. | COM | 904034105 | 1,508 | 49,760 | SH | SOLE | 49,760 | 0 | 0 | ||
Union Pacific Corporation | COM | 907818108 | 7,156 | 46,066 | SH | SOLE | 46,066 | 0 | 0 | ||
United Natural Foods Inc. | COM | 911163103 | 2,265 | 33,696 | SH | SOLE | 33,696 | 0 | 0 | ||
United Parcel Service, Inc. Cl | COM | 911312106 | 750 | 8,206 | SH | SOLE | 8,206 | 0 | 0 | ||
United Rentals, Inc. | COM | 911363109 | 38,870 | 666,834 | SH | SOLE | 666,834 | 0 | 0 | ||
United Therapeutics Corporatio | COM | 91307C102 | 22,296 | 282,763 | SH | SOLE | 282,763 | 0 | 0 | ||
Universal Health Services, Inc | COM | 913903100 | 41,185 | 549,205 | SH | SOLE | 549,205 | 0 | 0 | ||
V.F. Corporation | COM | 918204108 | 318 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
Valmont Industries, Inc. | COM | 920253101 | 27,526 | 198,155 | SH | SOLE | 198,155 | 0 | 0 | ||
ViaSat, Inc. | COM | 92552V100 | 3,161 | 49,589 | SH | SOLE | 49,589 | 0 | 0 | ||
Viacom Inc. Class B | COM | 92553P201 | 3,936 | 47,097 | SH | SOLE | 47,097 | 0 | 0 | ||
Virtus Investment Prtnrs, Inc. | COM | 92828Q109 | 1,613 | 9,920 | SH | SOLE | 9,920 | 0 | 0 | ||
Virtusa ORD | COM | 92827P102 | 2,183 | 75,112 | SH | SOLE | 75,112 | 0 | 0 | ||
Visa Inc. Class A | COM | 92826C839 | 8,951 | 46,841 | SH | SOLE | 46,841 | 0 | 0 | ||
Visteon Corporation | COM | 92839U206 | 26,271 | 347,320 | SH | SOLE | 347,320 | 0 | 0 | ||
W&T Offshore Inc. | COM | 92922P106 | 1,464 | 82,627 | SH | SOLE | 82,627 | 0 | 0 | ||
W.W. Grainger, Inc. | COM | 384802104 | 491 | 1,876 | SH | SOLE | 1,876 | 0 | 0 | ||
Wal-Mart Stores, Inc. | COM | 931142103 | 412 | 5,577 | SH | SOLE | 5,577 | 0 | 0 | ||
Walgreen Co. | COM | 931422109 | 444 | 8,253 | SH | SOLE | 8,253 | 0 | 0 | ||
Wells Fargo & Co | COM | 949746101 | 7,744 | 187,415 | SH | SOLE | 187,415 | 0 | 0 | ||
Western Refining Inc | COM | 959319104 | 2,327 | 77,473 | SH | SOLE | 77,473 | 0 | 0 | ||
Westinghouse Air Brake Technol | COM | 929740108 | 35,649 | 567,022 | SH | SOLE | 567,022 | 0 | 0 | ||
Whiting Petroleum Corporation | COM | 966387102 | 29,329 | 490,047 | SH | SOLE | 490,047 | 0 | 0 | ||
Williams-Sonoma, Inc. | COM | 969904101 | 29,823 | 530,666 | SH | SOLE | 530,666 | 0 | 0 | ||
WuXi PharmaTech | COM | 929352102 | 2,199 | 80,238 | SH | SOLE | 80,238 | 0 | 0 | ||
Wyndham Worldwide Corporation | COM | 98310W108 | 24,999 | 410,025 | SH | SOLE | 410,025 | 0 | 0 | ||
Wynn Resorts, Limited | COM | 983134107 | 4,049 | 25,622 | SH | SOLE | 25,622 | 0 | 0 | ||
XL Capital Limited | COM | G98290102 | 29,742 | 965,030 | SH | SOLE | 965,030 | 0 | 0 | ||
Xilinx, Inc. | COM | 983919101 | 4,808 | 102,603 | SH | SOLE | 102,603 | 0 | 0 | ||
eBay Inc. | COM | 278642103 | 3,728 | 66,818 | SH | SOLE | 66,818 | 0 | 0 | ||
priceline.com Incorporated | COM | 741503403 | 6,346 | 6,277 | SH | SOLE | 6,277 | 0 | 0 |