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 |
21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 35,130 | 2,130,388 | SH | | SOLE | | 2,054,435 | 0 | 75,953 |
3M CO | COM | 88579Y101 | 342,314 | 2,866,709 | SH | | SOLE | | 2,431,969 | 0 | 434,740 |
AARONS INC | COM PAR $0.50 | 002535300 | 102,710 | 3,707,925 | SH | | SOLE | | 3,617,090 | 0 | 90,835 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 16,271 | 412,644 | SH | | SOLE | | 348,551 | 0 | 64,093 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 334,959 | 4,548,596 | SH | | SOLE | | 4,116,707 | 0 | 431,889 |
ACUITY BRANDS INC | COM | 00508Y102 | 82,587 | 897,485 | SH | | SOLE | | 757,968 | 0 | 139,517 |
ADTRAN INC | COM | 00738A106 | 119,423 | 4,482,859 | SH | | SOLE | | 4,123,950 | 0 | 358,909 |
ADVISORY BRD CO | COM | 00762W107 | 49,108 | 825,629 | SH | | SOLE | | 697,003 | 0 | 128,626 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 269,128 | 2,316,877 | SH | | SOLE | | 2,201,177 | 0 | 115,700 |
ALLEGHANY CORP DEL | COM | 017175100 | 422,278 | 1,030,826 | SH | | SOLE | | 953,834 | 0 | 76,992 |
ALLIED WRLD ASSUR COM HLDG A | SHS | H01531104 | 200,890 | 2,021,226 | SH | | SOLE | | 1,953,350 | 0 | 67,876 |
ALLSTATE CORP | COM | 020002101 | 384,134 | 7,599,093 | SH | | SOLE | | 7,076,983 | 0 | 522,110 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 27,065 | 422,823 | SH | | SOLE | | 357,005 | 0 | 65,818 |
ALTERA CORP | COM | 021441100 | 12,626 | 339,771 | SH | | SOLE | | 322,899 | 0 | 16,872 |
AMAZON COM INC | COM | 023135106 | 52,687 | 168,523 | SH | | SOLE | | 168,523 | 0 | 0 |
AMERICAN EXPRESS CO | COM | 025816109 | 317,957 | 4,210,240 | SH | | SOLE | | 3,562,652 | 0 | 647,588 |
AMERICAN VANGUARD CORP | COM | 030371108 | 16,735 | 621,648 | SH | | SOLE | | 571,800 | 0 | 49,848 |
AMETEK INC NEW | COM | 031100100 | 182,151 | 3,958,083 | SH | | SOLE | | 3,760,983 | 0 | 197,100 |
ANADARKO PETE CORP | COM | 032511107 | 59,788 | 642,953 | SH | | SOLE | | 642,953 | 0 | 0 |
ANALOG DEVICES INC | COM | 032654105 | 334,264 | 7,104,453 | SH | | SOLE | | 6,930,353 | 0 | 174,100 |
ANNALY CAP MGMT INC | COM | 035710409 | 153,943 | 13,293,834 | SH | | SOLE | | 11,435,864 | 0 | 1,857,970 |
ANNIES INC | COM | 03600T104 | 22,479 | 457,821 | SH | | SOLE | | 386,676 | 0 | 71,145 |
ANSYS INC | COM | 03662Q105 | 181,674 | 2,099,793 | SH | | SOLE | | 1,994,811 | 0 | 104,982 |
ANWORTH MORTGAGE ASSET CP | COM | 037347101 | 29,027 | 6,009,712 | SH | | SOLE | | 5,526,250 | 0 | 483,462 |
AON PLC | SHS CL A | G0408V102 | 1,136,140 | 15,262,492 | SH | | SOLE | | 13,988,226 | 0 | 1,274,266 |
APACHE CORP | COM | 037411105 | 111,268 | 1,306,878 | SH | | SOLE | | 863,498 | 0 | 443,380 |
APPLE INC | COM | 037833100 | 358,913 | 752,833 | SH | | SOLE | | 571,813 | 0 | 181,020 |
APPLIED MATLS INC | COM | 038222105 | 456,114 | 26,004,222 | SH | | SOLE | | 24,907,222 | 0 | 1,097,000 |
ARCH CAP GROUP LTD | ORD | G0450A105 | 1,185,069 | 21,893,012 | SH | | SOLE | | 19,839,785 | 0 | 2,053,227 |
ARIAD PHARMACEUTICALS INC | COM | 04033A100 | 52,579 | 2,857,580 | SH | | SOLE | | 2,538,610 | 0 | 318,970 |
ARM HLDGS PLC | SPONSORED ADR | 042068106 | 303,713 | 6,311,575 | SH | | SOLE | | 5,997,297 | 0 | 314,278 |
ARROW ELECTRS INC | COM | 042735100 | 427,818 | 8,815,541 | SH | | SOLE | | 8,516,266 | 0 | 299,275 |
ASTEC INDS INC | COM | 046224101 | 33,975 | 944,791 | SH | | SOLE | | 868,500 | 0 | 76,291 |
ATHENAHEALTH INC | COM | 04685W103 | 349,088 | 3,215,626 | SH | | SOLE | | 2,988,720 | 0 | 226,906 |
ATLANTIC TELE NETWORK INC | COM NEW | 049079205 | 40,665 | 780,077 | SH | | SOLE | | 717,600 | 0 | 62,477 |
ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 49,318 | 1,069,573 | SH | | SOLE | | 984,000 | 0 | 85,573 |
AURICO GOLD INC | COM | 05155C105 | 17,344 | 4,552,303 | SH | | SOLE | | 4,187,550 | 0 | 364,753 |
AUTODESK INC | COM | 052769106 | 218,987 | 5,319,090 | SH | | SOLE | | 5,137,176 | 0 | 181,914 |
AVNET INC | COM | 053807103 | 456,873 | 10,953,569 | SH | | SOLE | | 10,263,164 | 0 | 690,405 |
AZZ INC | COM | 002474104 | 14,743 | 352,200 | SH | | SOLE | | 323,080 | 0 | 29,120 |
B/E AEROSPACE INC | COM | 073302101 | 5,422 | 73,453 | SH | | SOLE | | 54,853 | 0 | 18,600 |
BAIDU INC | SPON ADR REP A | 056752108 | 1,368,264 | 8,817,273 | SH | | SOLE | | 7,772,590 | 0 | 1,044,683 |
BAKER HUGHES INC | COM | 057224107 | 77,617 | 1,580,797 | SH | | SOLE | | 1,044,657 | 0 | 536,140 |
BANK NEW YORK MELLON CORP | COM | 064058100 | 467,750 | 15,493,526 | SH | | SOLE | | 12,822,494 | 0 | 2,671,032 |
BEACON ROOFING SUPPLY INC | COM | 073685109 | 89,682 | 2,432,371 | SH | | SOLE | | 2,054,718 | 0 | 377,653 |
BECTON DICKINSON & CO | COM | 075887109 | 137,826 | 1,377,983 | SH | | SOLE | | 1,344,383 | 0 | 33,600 |
BED BATH & BEYOND INC | COM | 075896100 | 281,774 | 3,642,368 | SH | | SOLE | | 3,553,068 | 0 | 89,300 |
BENCHMARK ELECTRS INC | COM | 08160H101 | 31,951 | 1,395,849 | SH | | SOLE | | 1,283,800 | 0 | 112,049 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 61,550 | 542,242 | SH | | SOLE | | 358,102 | 0 | 184,140 |
BERKSHIRE HILLS BANCORP INC | COM | 084680107 | 20,738 | 825,873 | SH | | SOLE | | 760,000 | 0 | 65,873 |
BIOGEN IDEC INC | COM | 09062X103 | 63,147 | 262,280 | SH | | SOLE | | 262,280 | 0 | 0 |
BLOCK H & R INC | COM | 093671105 | 253,655 | 9,514,442 | SH | | SOLE | | 9,280,966 | 0 | 233,476 |
BLUCORA INC | COM | 095229100 | 16,005 | 696,461 | SH | | SOLE | | 637,661 | 0 | 58,800 |
BORGWARNER INC | COM | 099724106 | 439,829 | 4,337,995 | SH | | SOLE | | 4,123,050 | 0 | 214,945 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 12,523 | 270,596 | SH | | SOLE | | 270,596 | 0 | 0 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 155,212 | 4,888,552 | SH | | SOLE | | 4,768,945 | 0 | 119,607 |
BRUKER CORP | COM | 116794108 | 54,795 | 2,653,513 | SH | | SOLE | | 2,240,180 | 0 | 413,333 |
C D I CORP | COM | 125071100 | 1,552 | 101,400 | SH | | SOLE | | 92,946 | 0 | 8,454 |
C&J ENERGY SVCS INC | COM | 12467B304 | 21,443 | 1,067,873 | SH | | SOLE | | 982,300 | 0 | 85,573 |
CABELAS INC | COM | 126804301 | 111,308 | 1,765,953 | SH | | SOLE | | 1,677,853 | 0 | 88,100 |
CABOT OIL & GAS CORP | COM | 127097103 | 173,320 | 4,644,152 | SH | | SOLE | | 4,412,672 | 0 | 231,480 |
CACI INTL INC | CL A | 127190304 | 21,418 | 309,911 | SH | | SOLE | | 284,800 | 0 | 25,111 |
CAE INC | COM | 124765108 | 53,717 | 4,905,221 | SH | | SOLE | | 4,770,372 | 0 | 134,849 |
CAMPUS CREST CMNTYS INC | COM | 13466Y105 | 21,453 | 1,986,383 | SH | | SOLE | | 1,825,964 | 0 | 160,419 |
CANADIAN PAC RY LTD | COM | 13645T100 | 271,358 | 2,200,797 | SH | | SOLE | | 1,870,021 | 0 | 330,776 |
CAVIUM INC | COM | 14964U108 | 35,493 | 861,486 | SH | | SOLE | | 727,380 | 0 | 134,106 |
CELADON GROUP INC | COM | 150838100 | 16,399 | 878,350 | SH | | SOLE | | 807,521 | 0 | 70,829 |
CEMENTOS PACASMAYO S A A | SPON ADR REP 5 | 15126Q109 | 8,705 | 744,039 | SH | | SOLE | | 641,987 | 0 | 102,052 |
CEPHEID | COM | 15670R107 | 325,994 | 8,350,265 | SH | | SOLE | | 7,737,789 | 0 | 612,476 |
CERNER CORP | COM | 156782104 | 498,451 | 9,485,269 | SH | | SOLE | | 9,070,364 | 0 | 414,905 |
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 297,110 | 2,414,742 | SH | | SOLE | | 2,237,117 | 0 | 177,625 |
CHEVRON CORP NEW | COM | 166764100 | 59,986 | 493,709 | SH | | SOLE | | 326,088 | 0 | 167,621 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 267,516 | 624,016 | SH | | SOLE | | 592,795 | 0 | 31,221 |
CHUBB CORP | COM | 171232101 | 296,144 | 3,317,765 | SH | | SOLE | | 2,684,428 | 0 | 633,337 |
CIGNA CORPORATION | COM | 125509109 | 875,851 | 11,395,409 | SH | | SOLE | | 10,625,594 | 0 | 769,815 |
CIMAREX ENERGY CO | COM | 171798101 | 490,242 | 5,085,496 | SH | | SOLE | | 4,743,729 | 0 | 341,767 |
CISCO SYS INC | COM | 17275R102 | 294,718 | 12,584,040 | SH | | SOLE | | 10,218,559 | 0 | 2,365,481 |
CITIGROUP INC | COM NEW | 172967424 | 87,634 | 1,806,523 | SH | | SOLE | | 1,806,523 | 0 | 0 |
CLOUD PEAK ENERGY INC | COM | 18911Q102 | 58,554 | 3,991,395 | SH | | SOLE | | 3,672,550 | 0 | 318,845 |
COACH INC | COM | 189754104 | 245,149 | 4,495,676 | SH | | SOLE | | 4,385,476 | 0 | 110,200 |
COGNEX CORP | COM | 192422103 | 103,509 | 3,300,676 | SH | | SOLE | | 2,791,614 | 0 | 509,062 |
COMCAST CORP NEW | CL A | 20030N101 | 8,414 | 186,349 | SH | | SOLE | | 139,100 | 0 | 47,249 |
COMFORT SYS USA INC | COM | 199908104 | 22,827 | 1,357,919 | SH | | SOLE | | 1,249,050 | 0 | 108,869 |
COMMVAULT SYSTEMS INC | COM | 204166102 | 192,674 | 2,193,720 | SH | | SOLE | | 1,963,446 | 0 | 230,274 |
COMSTOCK RES INC | COM NEW | 205768203 | 35,446 | 2,227,939 | SH | | SOLE | | 2,049,600 | 0 | 178,339 |
CONCUR TECHNOLOGIES INC | COM | 206708109 | 435,772 | 3,943,639 | SH | | SOLE | | 3,668,789 | 0 | 274,850 |
CONMED CORP | COM | 207410101 | 29,414 | 865,370 | SH | | SOLE | | 795,900 | 0 | 69,470 |
CONTROL4 CORP | COM | 21240D107 | 5,913 | 341,410 | SH | | SOLE | | 288,357 | 0 | 53,053 |
CORE LABORATORIES N V | COM | N22717107 | 160,775 | 950,149 | SH | | SOLE | | 902,809 | 0 | 47,340 |
COSTAR GROUP INC | COM | 22160N109 | 70,072 | 417,346 | SH | | SOLE | | 352,537 | 0 | 64,809 |
COTT CORP QUE | COM | 22163N106 | 20,713 | 2,693,519 | SH | | SOLE | | 2,476,200 | 0 | 217,319 |
COVANCE INC | COM | 222816100 | 224,359 | 2,594,943 | SH | | SOLE | | 2,465,443 | 0 | 129,500 |
COVIDIEN PLC | SHS | G2554F113 | 947,358 | 15,545,748 | SH | | SOLE | | 13,887,674 | 0 | 1,658,074 |
CRA INTL INC | COM | 12618T105 | 17,457 | 937,566 | SH | | SOLE | | 862,600 | 0 | 74,966 |
CREE INC | COM | 225447101 | 162,830 | 2,705,272 | SH | | SOLE | | 2,569,972 | 0 | 135,300 |
CSX CORP | COM | 126408103 | 69,908 | 2,715,944 | SH | | SOLE | | 1,796,084 | 0 | 919,860 |
CTC MEDIA INC | COM | 12642X106 | 9,357 | 890,325 | SH | | SOLE | | 784,725 | 0 | 105,600 |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 258,303 | 4,420,719 | SH | | SOLE | | 4,198,919 | 0 | 221,800 |
CUBIC CORP | COM | 229669106 | 42,284 | 787,709 | SH | | SOLE | | 724,600 | 0 | 63,109 |
CURTISS WRIGHT CORP | COM | 231561101 | 46,575 | 991,794 | SH | | SOLE | | 912,150 | 0 | 79,644 |
CYS INVTS INC | COM | 12673A108 | 24,843 | 3,055,712 | SH | | SOLE | | 2,810,600 | 0 | 245,112 |
DARLING INTL INC | COM | 237266101 | 29,783 | 1,407,515 | SH | | SOLE | | 1,294,950 | 0 | 112,565 |
DECKERS OUTDOOR CORP | COM | 243537107 | 29,872 | 453,163 | SH | | SOLE | | 382,634 | 0 | 70,529 |
DEMANDWARE INC | COM | 24802Y105 | 35,815 | 773,031 | SH | | SOLE | | 653,121 | 0 | 119,910 |
DEXCOM INC | COM | 252131107 | 76,401 | 2,706,377 | SH | | SOLE | | 2,285,466 | 0 | 420,911 |
DIEBOLD INC | COM | 253651103 | 46,582 | 1,586,591 | SH | | SOLE | | 1,458,758 | 0 | 127,833 |
DIGITALGLOBE INC | COM NEW | 25389M877 | 24,366 | 770,577 | SH | | SOLE | | 674,777 | 0 | 95,800 |
DIME CMNTY BANCSHARES | COM | 253922108 | 12,238 | 734,997 | SH | | SOLE | | 676,450 | 0 | 58,547 |
DISCOVER FINL SVCS | COM | 254709108 | 630,626 | 12,477,762 | SH | | SOLE | | 11,954,772 | 0 | 522,990 |
DISNEY WALT CO | COM DISNEY | 254687106 | 3,609 | 55,959 | SH | | SOLE | | 41,770 | 0 | 14,189 |
DOLLAR TREE INC | COM | 256746108 | 5,205 | 91,066 | SH | | SOLE | | 68,231 | 0 | 22,835 |
DREAMWORKS ANIMATION SKG INC | CL A | 26153C103 | 87,706 | 3,081,727 | SH | | SOLE | | 2,835,300 | 0 | 246,427 |
DRIL-QUIP INC | COM | 262037104 | 38,663 | 336,934 | SH | | SOLE | | 284,397 | 0 | 52,537 |
DU PONT E I DE NEMOURS & CO | COM | 263534109 | 26,178 | 447,025 | SH | | SOLE | | 295,235 | 0 | 151,790 |
DUN & BRADSTREET CORP DEL NE | COM | 26483E100 | 83,669 | 805,675 | SH | | SOLE | | 785,902 | 0 | 19,773 |
DUNKIN BRANDS GROUP INC | COM | 265504100 | 81,152 | 1,793,012 | SH | | SOLE | | 1,513,656 | 0 | 279,356 |
EARTHLINK INC | COM | 270321102 | 41,749 | 8,434,137 | SH | | SOLE | | 7,757,400 | 0 | 676,737 |
EBAY INC | COM | 278642103 | 101,479 | 1,818,954 | SH | | SOLE | | 1,818,954 | 0 | 0 |
EDISON INTL | COM | 281020107 | 201,112 | 4,366,309 | SH | | SOLE | | 4,259,209 | 0 | 107,100 |
EMCOR GROUP INC | COM | 29084Q100 | 119,777 | 3,061,012 | SH | | SOLE | | 2,815,950 | 0 | 245,062 |
ENCORE WIRE CORP | COM | 292562105 | 28,359 | 719,033 | SH | | SOLE | | 661,635 | 0 | 57,398 |
ENDOLOGIX INC | COM | 29266S106 | 10,987 | 681,128 | SH | | SOLE | | 575,131 | 0 | 105,997 |
ENSCO PLC | SHS CLASS A | G3157S106 | 233,841 | 4,350,539 | SH | | SOLE | | 4,243,898 | 0 | 106,641 |
EQT CORP | COM | 26884L109 | 11,695 | 131,821 | SH | | SOLE | | 131,821 | 0 | 0 |
ERA GROUP INC | COM | 26885G109 | 12,519 | 460,600 | SH | | SOLE | | 422,049 | 0 | 38,551 |
EVERTEC INC | COM | 30040P103 | 2,182 | 98,250 | SH | | SOLE | | 73,354 | 0 | 24,896 |
EXONE CO | COM | 302104104 | 13,541 | 317,861 | SH | | SOLE | | 268,477 | 0 | 49,384 |
FACEBOOK INC | CL A | 30303M102 | 47,133 | 938,151 | SH | | SOLE | | 938,151 | 0 | 0 |
FARO TECHNOLOGIES INC | COM | 311642102 | 14,009 | 332,193 | SH | | SOLE | | 305,400 | 0 | 26,793 |
FEI CO | COM | 30241L109 | 40,439 | 460,583 | SH | | SOLE | | 388,880 | 0 | 71,703 |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 594 | 12,743 | SH | | SOLE | | 12,743 | 0 | 0 |
FIVE BELOW INC | COM | 33829M101 | 17,802 | 406,903 | SH | | SOLE | | 343,930 | 0 | 62,973 |
FLEXTRONICS INTL LTD | ORD | Y2573F102 | 243,574 | 26,795,811 | SH | | SOLE | | 24,092,610 | 0 | 2,703,201 |
FLIR SYS INC | COM | 302445101 | 541,828 | 17,255,666 | SH | | SOLE | | 16,673,766 | 0 | 581,900 |
FORTINET INC | COM | 34959E109 | 46,116 | 2,276,207 | SH | | SOLE | | 1,921,830 | 0 | 354,377 |
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 279,158 | 6,705,704 | SH | | SOLE | | 6,371,304 | 0 | 334,400 |
FOSSIL GROUP INC | COM | 34988V106 | 194,328 | 1,671,785 | SH | | SOLE | | 1,588,320 | 0 | 83,465 |
FRANCESCAS HLDGS CORP | COM | 351793104 | 25,698 | 1,378,624 | SH | | SOLE | | 1,164,073 | 0 | 214,551 |
FREESCALE SEMICONDUCTOR LTD | SHS | G3727Q101 | 197,766 | 11,877,826 | SH | | SOLE | | 11,285,426 | 0 | 592,400 |
FRESH MKT INC | COM | 35804H106 | 40,856 | 863,577 | SH | | SOLE | | 729,063 | 0 | 134,514 |
FTI CONSULTING INC | COM | 302941109 | 102,123 | 2,701,672 | SH | | SOLE | | 2,485,750 | 0 | 215,922 |
FULLER H B CO | COM | 359694106 | 121,044 | 2,678,556 | SH | | SOLE | | 2,464,000 | 0 | 214,556 |
GARMIN LTD | SHS | H2906T109 | 114,315 | 2,529,655 | SH | | SOLE | | 2,405,062 | 0 | 124,593 |
GARTNER INC | COM | 366651107 | 79,992 | 1,333,193 | SH | | SOLE | | 1,266,593 | 0 | 66,600 |
GENMARK DIAGNOSTICS INC | COM | 372309104 | 30,091 | 2,476,648 | SH | | SOLE | | 2,201,838 | 0 | 274,810 |
GENTHERM INC | COM | 37253A103 | 25,895 | 1,357,195 | SH | | SOLE | | 1,146,413 | 0 | 210,782 |
GEOSPACE TECHNOLOGIES CORP | COM | 37364X109 | 13,418 | 159,168 | SH | | SOLE | | 134,532 | 0 | 24,636 |
GILEAD SCIENCES INC | COM | 375558103 | 94,686 | 1,506,775 | SH | | SOLE | | 1,475,049 | 0 | 31,726 |
GLOBAL BRASS & COPPR HLDGS I | COM | 37953G103 | 19,602 | 1,117,586 | SH | | SOLE | | 1,028,200 | 0 | 89,386 |
GOOGLE INC | CL A | 38259P508 | 508,363 | 580,383 | SH | | SOLE | | 515,291 | 0 | 65,092 |
GRAINGER W W INC | COM | 384802104 | 53,131 | 203,016 | SH | | SOLE | | 192,616 | 0 | 10,400 |
GRANA Y MONTERO S A A | SPONSORED ADR | 38500P208 | 9,281 | 464,977 | SH | | SOLE | | 410,001 | 0 | 54,976 |
GRANITE CONSTR INC | COM | 387328107 | 35,988 | 1,176,065 | SH | | SOLE | | 1,081,700 | 0 | 94,365 |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 69,285 | 1,470,701 | SH | | SOLE | | 1,245,908 | 0 | 224,793 |
GULFMARK OFFSHORE INC | CL A NEW | 402629208 | 78,944 | 1,551,271 | SH | | SOLE | | 1,427,050 | 0 | 124,221 |
HASBRO INC | COM | 418056107 | 145,237 | 3,080,978 | SH | | SOLE | | 2,607,609 | 0 | 473,369 |
HATTERAS FINL CORP | COM | 41902R103 | 236,926 | 12,663,089 | SH | | SOLE | | 12,205,132 | 0 | 457,957 |
HAWAIIAN HOLDINGS INC | COM | 419879101 | 30,418 | 4,088,471 | SH | | SOLE | | 3,761,550 | 0 | 326,921 |
HEALTHWAYS INC | COM | 422245100 | 18,981 | 1,025,445 | SH | | SOLE | | 865,887 | 0 | 159,558 |
HESS CORP | COM | 42809H107 | 279,165 | 3,609,578 | SH | | SOLE | | 3,521,178 | 0 | 88,400 |
HIBBETT SPORTS INC | COM | 428567101 | 17,319 | 308,439 | SH | | SOLE | | 260,598 | 0 | 47,841 |
HOMEAWAY INC | COM | 43739Q100 | 24,471 | 873,973 | SH | | SOLE | | 738,027 | 0 | 135,946 |
HUBBELL INC | CL B | 443510201 | 213,132 | 2,034,871 | SH | | SOLE | | 1,984,971 | 0 | 49,900 |
ICON PLC | SHS | G4705A100 | 21,998 | 537,464 | SH | | SOLE | | 494,063 | 0 | 43,401 |
IDEX CORP | COM | 45167R104 | 46,936 | 719,331 | SH | | SOLE | | 607,393 | 0 | 111,938 |
IHS INC | CL A | 451734107 | 647,143 | 5,667,746 | SH | | SOLE | | 5,428,763 | 0 | 238,983 |
ILLUMINA INC | COM | 452327109 | 235,878 | 2,918,205 | SH | | SOLE | | 2,772,605 | 0 | 145,600 |
IMAX CORP | COM | 45245E109 | 13,427 | 444,000 | SH | | SOLE | | 374,970 | 0 | 69,030 |
IMPERIAL OIL LTD | COM NEW | 453038408 | 702,318 | 15,994,305 | SH | | SOLE | | 14,364,579 | 0 | 1,629,726 |
INCYTE CORP | COM | 45337C102 | 218,889 | 5,737,594 | SH | | SOLE | | 5,283,959 | 0 | 453,635 |
INFORMATICA CORP | COM | 45666Q102 | 68,843 | 1,766,559 | SH | | SOLE | | 1,497,223 | 0 | 269,336 |
INGRAM MICRO INC | CL A | 457153104 | 286,364 | 12,423,586 | SH | | SOLE | | 12,118,786 | 0 | 304,800 |
INTERCONTINENTALEXCHANGE INC | COM | 45865V100 | 144,897 | 798,684 | SH | | SOLE | | 758,884 | 0 | 39,800 |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 82,613 | 446,124 | SH | | SOLE | | 294,545 | 0 | 151,579 |
INTERPUBLIC GROUP COS INC | COM | 460690100 | 5,825 | 339,056 | SH | | SOLE | | 271,347 | 0 | 67,709 |
INTREPID POTASH INC | COM | 46121Y102 | 26,429 | 1,685,495 | SH | | SOLE | | 1,550,250 | 0 | 135,245 |
IPG PHOTONICS CORP | COM | 44980X109 | 260,636 | 4,628,585 | SH | | SOLE | | 4,319,737 | 0 | 308,848 |
ISHARES | INDIA 50 ETF | 464289529 | 32,094 | 1,526,854 | SH | | SOLE | | 1,526,854 | 0 | 0 |
ISHARES | MSCI TAIWAN ETF | 464286731 | 6,741 | 484,238 | SH | | SOLE | | 484,238 | 0 | 0 |
ISHARES | RUS 2000 VAL ETF | 464287630 | 1,629 | 17,779 | SH | | SOLE | | 0 | 0 | 17,779 |
ISIS PHARMACEUTICALS INC | COM | 464330109 | 399,190 | 10,633,737 | SH | | SOLE | | 9,864,537 | 0 | 769,200 |
JACOBS ENGR GROUP INC DEL | COM | 469814107 | 325,893 | 5,601,459 | SH | | SOLE | | 5,309,971 | 0 | 291,488 |
JOHNSON & JOHNSON | COM | 478160104 | 373,240 | 4,305,455 | SH | | SOLE | | 3,652,261 | 0 | 653,194 |
JOS A BANK CLOTHIERS INC | COM | 480838101 | 45,152 | 1,027,109 | SH | | SOLE | | 944,500 | 0 | 82,609 |
JOY GLOBAL INC | COM | 481165108 | 189,738 | 3,717,429 | SH | | SOLE | | 3,626,229 | 0 | 91,200 |
KAMAN CORP | COM | 483548103 | 28,451 | 751,485 | SH | | SOLE | | 691,150 | 0 | 60,335 |
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 198,243 | 1,812,753 | SH | | SOLE | | 1,722,453 | 0 | 90,300 |
KAYDON CORP | COM | 486587108 | 65,672 | 1,848,866 | SH | | SOLE | | 1,700,700 | 0 | 148,166 |
KEY ENERGY SVCS INC | COM | 492914106 | 28,667 | 3,932,315 | SH | | SOLE | | 3,617,450 | 0 | 314,865 |
KINROSS GOLD CORP | COM NO PAR | 496902404 | 228,250 | 45,198,038 | SH | | SOLE | | 40,794,738 | 0 | 4,403,300 |
KLA-TENCOR CORP | COM | 482480100 | 249,708 | 4,103,671 | SH | | SOLE | | 4,002,971 | 0 | 100,700 |
KROGER CO | COM | 501044101 | 436,026 | 10,808,772 | SH | | SOLE | | 10,127,942 | 0 | 680,830 |
L BRANDS INC | COM | 501797104 | 154,216 | 2,523,986 | SH | | SOLE | | 2,398,186 | 0 | 125,800 |
L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 215,629 | 2,281,785 | SH | | SOLE | | 2,225,885 | 0 | 55,900 |
LAM RESEARCH CORP | COM | 512807108 | 353,613 | 6,907,856 | SH | | SOLE | | 6,738,556 | 0 | 169,300 |
LANDAUER INC | COM | 51476K103 | 22,153 | 432,251 | SH | | SOLE | | 397,300 | 0 | 34,951 |
LEXMARK INTL NEW | CL A | 529771107 | 177,292 | 5,372,488 | SH | | SOLE | | 5,189,704 | 0 | 182,784 |
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 281,643 | 3,549,373 | SH | | SOLE | | 3,038,856 | 0 | 510,517 |
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 27,902 | 369,902 | SH | | SOLE | | 315,634 | 0 | 54,268 |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 162,686 | 6,931,659 | SH | | SOLE | | 6,761,538 | 0 | 170,121 |
LINKEDIN CORP | COM CL A | 53578A108 | 472,314 | 1,919,509 | SH | | SOLE | | 1,824,009 | 0 | 95,500 |
LKQ CORP | COM | 501889208 | 339,438 | 10,654,042 | SH | | SOLE | | 9,967,444 | 0 | 686,598 |
LOEWS CORP | COM | 540424108 | 242,572 | 5,189,806 | SH | | SOLE | | 5,062,406 | 0 | 127,400 |
LPL FINL HLDGS INC | COM | 50212V100 | 73,736 | 1,924,711 | SH | | SOLE | | 1,828,411 | 0 | 96,300 |
LULULEMON ATHLETICA INC | COM | 550021109 | 114,127 | 1,561,462 | SH | | SOLE | | 1,483,378 | 0 | 78,084 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 65,950 | 900,584 | SH | | SOLE | | 594,929 | 0 | 305,655 |
M & T BK CORP | COM | 55261F104 | 141,107 | 1,260,789 | SH | | SOLE | | 1,229,802 | 0 | 30,987 |
MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 186,747 | 4,235,576 | SH | | SOLE | | 3,978,890 | 0 | 256,686 |
MANPOWERGROUP INC | COM | 56418H100 | 222,554 | 3,059,587 | SH | | SOLE | | 2,984,487 | 0 | 75,100 |
MARSH & MCLENNAN COS INC | COM | 571748102 | 381,972 | 8,770,881 | SH | | SOLE | | 7,428,615 | 0 | 1,342,266 |
MASTERCARD INC | CL A | 57636Q104 | 369,354 | 548,996 | SH | | SOLE | | 464,916 | 0 | 84,080 |
MATTEL INC | COM | 577081102 | 250,911 | 5,994,060 | SH | | SOLE | | 5,847,060 | 0 | 147,000 |
MATTHEWS INTL CORP | CL A | 577128101 | 39,637 | 1,040,884 | SH | | SOLE | | 956,963 | 0 | 83,921 |
MCDERMOTT INTL INC | COM | 580037109 | 137,193 | 18,464,756 | SH | | SOLE | | 18,011,956 | 0 | 452,800 |
MEDIVATION INC | COM | 58501N101 | 1,140 | 19,015 | SH | | SOLE | | 14,100 | 0 | 4,915 |
MEDTRONIC INC | COM | 585055106 | 337,987 | 6,347,165 | SH | | SOLE | | 5,383,766 | 0 | 963,399 |
MELCO CROWN ENTMT LTD | ADR | 585464100 | 9,390 | 295,000 | SH | | SOLE | | 280,294 | 0 | 14,706 |
MENS WEARHOUSE INC | COM | 587118100 | 19,182 | 563,359 | SH | | SOLE | | 518,250 | 0 | 45,109 |
MERCADOLIBRE INC | COM | 58733R102 | 221,559 | 1,642,271 | SH | | SOLE | | 1,534,517 | 0 | 107,754 |
MEREDITH CORP | COM | 589433101 | 9,306 | 195,419 | SH | | SOLE | | 179,850 | 0 | 15,569 |
MERIT MED SYS INC | COM | 589889104 | 24,491 | 2,019,020 | SH | | SOLE | | 1,857,300 | 0 | 161,720 |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 254,212 | 1,058,820 | SH | | SOLE | | 1,006,020 | 0 | 52,800 |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 7,455 | 100,043 | SH | | SOLE | | 74,871 | 0 | 25,172 |
MICROSOFT CORP | COM | 594918104 | 466,165 | 13,994,734 | SH | | SOLE | | 11,418,436 | 0 | 2,576,298 |
MICROSTRATEGY INC | CL A NEW | 594972408 | 63,438 | 611,389 | SH | | SOLE | | 562,350 | 0 | 49,039 |
MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 16,735 | 430,329 | SH | | SOLE | | 378,392 | 0 | 51,937 |
MINERALS TECHNOLOGIES INC | COM | 603158106 | 13,043 | 264,181 | SH | | SOLE | | 243,000 | 0 | 21,181 |
MKS INSTRUMENT INC | COM | 55306N104 | 34,327 | 1,290,973 | SH | | SOLE | | 1,187,400 | 0 | 103,573 |
MONSANTO CO NEW | COM | 61166W101 | 60,586 | 580,489 | SH | | SOLE | | 580,489 | 0 | 0 |
MOSAIC CO NEW | COM | 61945C103 | 53,877 | 1,252,373 | SH | | SOLE | | 825,374 | 0 | 426,999 |
MUELLER INDS INC | COM | 624756102 | 11,915 | 214,036 | SH | | SOLE | | 197,033 | 0 | 17,003 |
NANOMETRICS INC | COM | 630077105 | 32,319 | 2,004,888 | SH | | SOLE | | 1,844,450 | 0 | 160,438 |
NATIONAL OILWELL VARCO INC | COM | 637071101 | 90,195 | 1,154,713 | SH | | SOLE | | 762,798 | 0 | 391,915 |
NETSUITE INC | COM | 64118Q107 | 26,855 | 248,799 | SH | | SOLE | | 210,060 | 0 | 38,739 |
NEWMONT MINING CORP | COM | 651639106 | 57,405 | 2,042,878 | SH | | SOLE | | 1,346,369 | 0 | 696,509 |
NEWPARK RES INC | COM PAR $.01NEW | 651718504 | 38,388 | 3,032,213 | SH | | SOLE | | 2,789,050 | 0 | 243,163 |
NOAH HLDGS LTD | SPONSORED ADS | 65487X102 | 17,663 | 1,035,942 | SH | | SOLE | | 918,955 | 0 | 116,987 |
NOBLE CORPORATION BAAR | NAMEN -AKT | H5833N103 | 61,666 | 1,632,676 | SH | | SOLE | | 1,078,866 | 0 | 553,810 |
NOBLE ENERGY INC | COM | 655044105 | 269,560 | 4,022,681 | SH | | SOLE | | 3,822,881 | 0 | 199,800 |
NORDSTROM INC | COM | 655664100 | 150,441 | 2,676,886 | SH | | SOLE | | 2,611,135 | 0 | 65,751 |
NORTHERN TR CORP | COM | 665859104 | 122,861 | 2,258,886 | SH | | SOLE | | 2,203,486 | 0 | 55,400 |
NYSE EURONEXT | COM | 629491101 | 356,980 | 8,503,571 | SH | | SOLE | | 8,294,971 | 0 | 208,600 |
OASIS PETE INC NEW | COM | 674215108 | 34,030 | 692,656 | SH | | SOLE | | 584,702 | 0 | 107,954 |
OCEANEERING INTL INC | COM | 675232102 | 280,707 | 3,455,278 | SH | | SOLE | | 3,283,478 | 0 | 171,800 |
OMNICOM GROUP INC | COM | 681919106 | 246,683 | 3,888,449 | SH | | SOLE | | 3,793,149 | 0 | 95,300 |
OPEN TEXT CORP | COM | 683715106 | 249,861 | 3,347,105 | SH | | SOLE | | 3,265,105 | 0 | 82,000 |
ORACLE CORP | COM | 68389X105 | 668,100 | 20,141,706 | SH | | SOLE | | 16,471,462 | 0 | 3,670,244 |
ORION MARINE GROUP INC | COM | 68628V308 | 22,165 | 2,129,231 | SH | | SOLE | | 1,960,050 | 0 | 169,181 |
OUTERWALL INC | COM | 690070107 | 76,169 | 1,523,689 | SH | | SOLE | | 1,401,050 | 0 | 122,639 |
OWENS & MINOR INC NEW | COM | 690732102 | 22,313 | 645,070 | SH | | SOLE | | 593,400 | 0 | 51,670 |
OWENS CORNING NEW | COM | 690742101 | 186,605 | 4,913,238 | SH | | SOLE | | 4,668,592 | 0 | 244,646 |
PALL CORP | COM | 696429307 | 163,732 | 2,125,291 | SH | | SOLE | | 2,019,391 | 0 | 105,900 |
PANDORA MEDIA INC | COM | 698354107 | 254,609 | 10,131,684 | SH | | SOLE | | 9,295,394 | 0 | 836,290 |
PARK ELECTROCHEMICAL CORP | COM | 700416209 | 33,532 | 1,170,414 | SH | | SOLE | | 1,075,400 | 0 | 95,014 |
PARKER DRILLING CO | COM | 701081101 | 29,064 | 5,099,030 | SH | | SOLE | | 4,690,550 | 0 | 408,480 |
PARKER HANNIFIN CORP | COM | 701094104 | 170,446 | 1,567,748 | SH | | SOLE | | 1,326,430 | 0 | 241,318 |
PATTERSON UTI ENERGY INC | COM | 703481101 | 245,985 | 11,505,368 | SH | | SOLE | | 11,223,268 | 0 | 282,100 |
PERKINELMER INC | COM | 714046109 | 1,159 | 30,698 | SH | | SOLE | | 30,698 | 0 | 0 |
PETSMART INC | COM | 716768106 | 7,977 | 104,605 | SH | | SOLE | | 83,126 | 0 | 21,479 |
PICO HLDGS INC | COM NEW | 693366205 | 38,824 | 1,792,410 | SH | | SOLE | | 1,649,023 | 0 | 143,387 |
PLATINUM UNDERWRITER HLDGS L | COM | G7127P100 | 55,294 | 925,733 | SH | | SOLE | | 851,600 | 0 | 74,133 |
POTASH CORP SASK INC | COM | 73755L107 | 55,467 | 1,773,253 | SH | | SOLE | | 1,178,253 | 0 | 595,000 |
PRICESMART INC | COM | 741511109 | 20,956 | 220,030 | SH | | SOLE | | 185,605 | 0 | 34,425 |
PROGRESS SOFTWARE CORP | COM | 743312100 | 73,253 | 2,830,479 | SH | | SOLE | | 2,603,900 | 0 | 226,579 |
PROGRESSIVE CORP OHIO | COM | 743315103 | 560,661 | 20,589,828 | SH | | SOLE | | 18,397,041 | 0 | 2,192,787 |
PROS HOLDINGS INC | COM | 74346Y103 | 14,038 | 410,587 | SH | | SOLE | | 346,690 | 0 | 63,897 |
PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 1,897 | 25,200 | SH | | SOLE | | 25,200 | 0 | 0 |
PROTO LABS INC | COM | 743713109 | 30,798 | 403,171 | SH | | SOLE | | 340,410 | 0 | 62,761 |
QLOGIC CORP | COM | 747277101 | 47,546 | 4,346,053 | SH | | SOLE | | 3,998,900 | 0 | 347,153 |
QUAD / GRAPHICS INC | COM CL A | 747301109 | 19,894 | 655,269 | SH | | SOLE | | 602,100 | 0 | 53,169 |
QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 11,019 | 585,198 | SH | | SOLE | | 538,006 | 0 | 47,192 |
RALPH LAUREN CORP | CL A | 751212101 | 265,615 | 1,612,425 | SH | | SOLE | | 1,543,597 | 0 | 68,828 |
REALPAGE INC | COM | 75606N109 | 46,207 | 1,995,119 | SH | | SOLE | | 1,685,187 | 0 | 309,932 |
RED HAT INC | COM | 756577102 | 200,786 | 4,351,666 | SH | | SOLE | | 4,134,911 | 0 | 216,755 |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 981,349 | 3,136,603 | SH | | SOLE | | 3,006,476 | 0 | 130,127 |
REGIS CORP MINN | COM | 758932107 | 29,302 | 1,996,039 | SH | | SOLE | | 1,836,450 | 0 | 159,589 |
REMY INTL INC | COM | 759663107 | 12,124 | 599,000 | SH | | SOLE | | 551,000 | 0 | 48,000 |
RENT A CTR INC NEW | COM | 76009N100 | 93,791 | 2,461,704 | SH | | SOLE | | 2,264,615 | 0 | 197,089 |
REPUBLIC SVCS INC | COM | 760759100 | 152,157 | 4,561,059 | SH | | SOLE | | 4,449,259 | 0 | 111,800 |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 19,552 | 308,639 | SH | | SOLE | | 260,698 | 0 | 47,941 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 298,949 | 2,795,482 | SH | | SOLE | | 2,656,482 | 0 | 139,000 |
ROCKWELL COLLINS INC | COM | 774341101 | 213,812 | 3,150,784 | SH | | SOLE | | 3,073,584 | 0 | 77,200 |
ROSETTA RESOURCES INC | COM | 777779307 | 32,043 | 588,378 | SH | | SOLE | | 496,793 | 0 | 91,585 |
RUDOLPH TECHNOLOGIES INC | COM | 781270103 | 27,053 | 2,373,061 | SH | | SOLE | | 2,182,850 | 0 | 190,211 |
RYDER SYS INC | COM | 783549108 | 260,720 | 4,367,162 | SH | | SOLE | | 4,148,824 | 0 | 218,338 |
SALESFORCE COM INC | COM | 79466L302 | 314,481 | 6,058,201 | SH | | SOLE | | 5,794,005 | 0 | 264,196 |
SAP AG | SPON ADR | 803054204 | 17,995 | 243,440 | SH | | SOLE | | 243,440 | 0 | 0 |
SCANA CORP NEW | COM | 80589M102 | 37,760 | 820,154 | SH | | SOLE | | 800,054 | 0 | 20,100 |
SCHLUMBERGER LTD | COM | 806857108 | 444,294 | 5,028,231 | SH | | SOLE | | 4,272,903 | 0 | 755,328 |
SCHNITZER STL INDS | CL A | 806882106 | 58,423 | 2,121,396 | SH | | SOLE | | 1,951,200 | 0 | 170,196 |
SEACOR HOLDINGS INC | COM | 811904101 | 24,954 | 275,914 | SH | | SOLE | | 254,000 | 0 | 21,914 |
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 23,226 | 484,982 | SH | | SOLE | | 445,900 | 0 | 39,082 |
SERVICENOW INC | COM | 81762P102 | 132,893 | 2,558,088 | SH | | SOLE | | 2,430,488 | 0 | 127,600 |
SHUTTERSTOCK INC | COM | 825690100 | 5,890 | 81,000 | SH | | SOLE | | 68,504 | 0 | 12,496 |
SKECHERS U S A INC | CL A | 830566105 | 35,728 | 1,148,449 | SH | | SOLE | | 1,056,100 | 0 | 92,349 |
SM ENERGY CO | COM | 78454L100 | 234,361 | 3,036,158 | SH | | SOLE | | 2,962,158 | 0 | 74,000 |
SOLAZYME INC | COM | 83415T101 | 4,780 | 443,864 | SH | | SOLE | | 381,524 | 0 | 62,340 |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 187,453 | 5,152,643 | SH | | SOLE | | 5,026,443 | 0 | 126,200 |
STARBUCKS CORP | COM | 855244109 | 45,976 | 597,330 | SH | | SOLE | | 597,330 | 0 | 0 |
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 24,769 | 989,195 | SH | | SOLE | | 910,100 | 0 | 79,095 |
SYKES ENTERPRISES INC | COM | 871237103 | 55,245 | 3,084,576 | SH | | SOLE | | 2,837,500 | 0 | 247,076 |
SYNOPSYS INC | COM | 871607107 | 135,552 | 3,595,531 | SH | | SOLE | | 3,507,531 | 0 | 88,000 |
SYSCO CORP | COM | 871829107 | 28,006 | 879,871 | SH | | SOLE | | 858,271 | 0 | 21,600 |
TABLEAU SOFTWARE INC | CL A | 87336U105 | 6,412 | 90,002 | SH | | SOLE | | 75,900 | 0 | 14,102 |
TAL INTL GROUP INC | COM | 874083108 | 23,165 | 495,730 | SH | | SOLE | | 455,700 | 0 | 40,030 |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 959,328 | 18,526,991 | SH | | SOLE | | 16,732,162 | 0 | 1,794,829 |
TEAM INC | COM | 878155100 | 16,976 | 427,066 | SH | | SOLE | | 360,559 | 0 | 66,507 |
TECH DATA CORP | COM | 878237106 | 75,895 | 1,520,640 | SH | | SOLE | | 1,398,850 | 0 | 121,790 |
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 65,423 | 770,317 | SH | | SOLE | | 675,217 | 0 | 95,100 |
TENARIS S A | SPONSORED ADR | 88031M109 | 18,438 | 394,134 | SH | | SOLE | | 346,173 | 0 | 47,961 |
TESCO CORP | COM | 88157K101 | 12,247 | 739,097 | SH | | SOLE | | 680,100 | 0 | 58,997 |
TESLA MTRS INC | COM | 88160R101 | 89,113 | 460,725 | SH | | SOLE | | 437,810 | 0 | 22,915 |
TETRA TECH INC NEW | COM | 88162G103 | 55,106 | 2,128,463 | SH | | SOLE | | 1,957,850 | 0 | 170,613 |
TEXAS INSTRS INC | COM | 882508104 | 19,994 | 496,498 | SH | | SOLE | | 327,895 | 0 | 168,603 |
TEXTAINER GROUP HOLDINGS LTD | SHS | G8766E109 | 10,697 | 282,462 | SH | | SOLE | | 259,800 | 0 | 22,662 |
TEXTURA CORP | COM | 883211104 | 16,089 | 373,468 | SH | | SOLE | | 314,401 | 0 | 59,067 |
TIDEWATER INC | COM | 886423102 | 72,045 | 1,215,129 | SH | | SOLE | | 1,117,800 | 0 | 97,329 |
TJX COS INC NEW | COM | 872540109 | 6,947 | 123,191 | SH | | SOLE | | 92,197 | 0 | 30,994 |
TORCHMARK CORP | COM | 891027104 | 234,632 | 3,243,020 | SH | | SOLE | | 3,163,620 | 0 | 79,400 |
TOWERS WATSON & CO | CL A | 891894107 | 403,085 | 3,768,555 | SH | | SOLE | | 3,648,208 | 0 | 120,347 |
TRACTOR SUPPLY CO | COM | 892356106 | 303,914 | 4,524,549 | SH | | SOLE | | 4,298,949 | 0 | 225,600 |
TRIMBLE NAVIGATION LTD | COM | 896239100 | 377,901 | 12,719,657 | SH | | SOLE | | 12,084,917 | 0 | 634,740 |
TRIPADVISOR INC | COM | 896945201 | 118,257 | 1,559,297 | SH | | SOLE | | 1,481,397 | 0 | 77,900 |
TRUEBLUE INC | COM | 89785X101 | 29,815 | 1,241,794 | SH | | SOLE | | 1,142,350 | 0 | 99,444 |
TUMI HLDGS INC | COM | 89969Q104 | 15,064 | 747,603 | SH | | SOLE | | 631,181 | 0 | 116,422 |
TUTOR PERINI CORP | COM | 901109108 | 25,652 | 1,203,180 | SH | | SOLE | | 1,106,700 | 0 | 96,480 |
TYLER TECHNOLOGIES INC | COM | 902252105 | 27,594 | 315,465 | SH | | SOLE | | 266,400 | 0 | 49,065 |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 15,071 | 102,244 | SH | | SOLE | | 86,300 | 0 | 15,944 |
ULTRATECH INC | COM | 904034105 | 96,778 | 3,194,009 | SH | | SOLE | | 2,891,107 | 0 | 302,902 |
UNDER ARMOUR INC | CL A | 904311107 | 183,804 | 2,313,456 | SH | | SOLE | | 2,197,956 | 0 | 115,500 |
UNILEVER PLC | SPON ADR NEW | 904767704 | 472,152 | 12,238,255 | SH | | SOLE | | 11,066,919 | 0 | 1,171,336 |
UNIT CORP | COM | 909218109 | 63,615 | 1,368,367 | SH | | SOLE | | 1,258,650 | 0 | 109,717 |
UNIVERSAL ELECTRS INC | COM | 913483103 | 25,745 | 714,548 | SH | | SOLE | | 657,150 | 0 | 57,398 |
URBAN OUTFITTERS INC | COM | 917047102 | 103,557 | 2,816,333 | SH | | SOLE | | 2,675,833 | 0 | 140,500 |
VERA BRADLEY INC | COM | 92335C106 | 21,155 | 1,028,942 | SH | | SOLE | | 946,550 | 0 | 82,392 |
VERISK ANALYTICS INC | CL A | 92345Y106 | 384,281 | 5,915,653 | SH | | SOLE | | 5,620,880 | 0 | 294,773 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 62,951 | 830,268 | SH | | SOLE | | 788,968 | 0 | 41,300 |
VITAMIN SHOPPE INC | COM | 92849E101 | 950 | 21,722 | SH | | SOLE | | 21,722 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 941053100 | 113,475 | 2,498,894 | SH | | SOLE | | 2,374,394 | 0 | 124,500 |
WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 3,960 | 189,219 | SH | | SOLE | | 160,791 | 0 | 28,428 |
WESTERN UN CO | COM | 959802109 | 382,732 | 20,510,815 | SH | | SOLE | | 18,753,795 | 0 | 1,757,020 |
WESTPORT INNOVATIONS INC | COM NEW | 960908309 | 9,412 | 389,080 | SH | | SOLE | | 334,087 | 0 | 54,993 |
WILLIAMS SONOMA INC | COM | 969904101 | 224,918 | 4,002,106 | SH | | SOLE | | 3,802,306 | 0 | 199,800 |
WMS INDS INC | COM | 929297109 | 69,576 | 2,681,156 | SH | | SOLE | | 2,466,600 | 0 | 214,556 |
WOODWARD INC | COM | 980745103 | 44,001 | 1,077,673 | SH | | SOLE | | 991,800 | 0 | 85,873 |
WORKDAY INC | CL A | 98138H101 | 64,161 | 792,799 | SH | | SOLE | | 753,099 | 0 | 39,700 |
WORLD FUEL SVCS CORP | COM | 981475106 | 96,581 | 2,588,612 | SH | | SOLE | | 2,381,150 | 0 | 207,462 |
YAHOO INC | COM | 984332106 | 1,237 | 37,300 | SH | | SOLE | | 37,300 | 0 | 0 |
YUM BRANDS INC | COM | 988498101 | 4,924 | 68,967 | SH | | SOLE | | 51,488 | 0 | 17,479 |
YUME INC | COM | 98872B104 | 716 | 67,536 | SH | | SOLE | | 67,536 | 0 | 0 |