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 |
NETEASE INC | SPONSORED ADR | 64110W102 | 67,945 | 374,891 | SH | SOLE | 374,891 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 57,705 | 961,422 | SH | SOLE | 961,422 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 46,309 | 2,035,580 | SH | SOLE | 2,035,580 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 40,800 | 387,607 | SH | SOLE | 387,607 | 0 | 0 | ||
SNAP ON INC | COM | 833034101 | 34,578 | 201,704 | SH | SOLE | 201,704 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 31,159 | 253,677 | SH | SOLE | 253,677 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 28,995 | 286,542 | SH | SOLE | 286,542 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 28,735 | 274,560 | SH | SOLE | 274,560 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 28,254 | 545,016 | SH | SOLE | 545,016 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 27,374 | 50,425 | SH | SOLE | 50,425 | 0 | 0 | ||
CIGNA CORP | COM | 125509109 | 26,570 | 181,574 | SH | SOLE | 181,574 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 26,029 | 189,494 | SH | SOLE | 189,494 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 25,964 | 367,185 | SH | SOLE | 367,185 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 25,890 | 143,650 | SH | SOLE | 143,650 | 0 | 0 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 25,354 | 224,650 | SH | SOLE | 224,650 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 24,594 | 377,844 | SH | SOLE | 377,844 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 24,496 | 226,566 | SH | SOLE | 226,566 | 0 | 0 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 21,692 | 135,696 | SH | SOLE | 135,696 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 19,238 | 215,500 | SH | SOLE | 215,500 | 0 | 0 | ||
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 18,927 | 130,398 | SH | SOLE | 130,398 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 18,283 | 196,850 | SH | SOLE | 196,850 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 18,200 | 269,108 | SH | SOLE | 269,108 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 17,515 | 174,557 | SH | SOLE | 174,557 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 17,119 | 545,700 | SH | SOLE | 545,700 | 0 | 0 | ||
AON PLC | SHS CL A | G0408V102 | 15,380 | 166,789 | SH | SOLE | 166,789 | 0 | 0 | ||
WELLS FARGO & CO NEW | COM | 949746101 | 14,808 | 272,403 | SH | SOLE | 272,403 | 0 | 0 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 14,416 | 52,125 | SH | SOLE | 52,125 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 14,181 | 118,677 | SH | SOLE | 118,677 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 14,156 | 71,773 | SH | SOLE | 71,773 | 0 | 0 | ||
TORCHMARK CORP | COM | 891027104 | 13,159 | 230,206 | SH | SOLE | 230,206 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 12,919 | 373,600 | SH | SOLE | 373,600 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 12,304 | 53,860 | SH | SOLE | 53,860 | 0 | 0 | ||
COMCAST CORP NEW | CL A SPL | 20030N101 | 11,512 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
INTERNATIONAL FLAVORS & FRANGRA | COM | 459506101 | 11,490 | 96,036 | SH | SOLE | 96,036 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 11,451 | 442,300 | SH | SOLE | 442,300 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 11,263 | 144,953 | SH | SOLE | 144,953 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 10,957 | 142,609 | SH | SOLE | 142,609 | 0 | 0 | ||
CDW CORP | COM | 12514G108 | 10,909 | 259,480 | SH | SOLE | 259,480 | 0 | 0 | ||
DR REDDYS LABS LTD | ADR | 256135203 | 10,371 | 224,047 | SH | SOLE | 224,047 | 0 | 0 | ||
HOLLSYS AUTOMATION TECHNOLO | SHS | G45667105 | 10,205 | 460,111 | SH | SOLE | 460,111 | 0 | 0 | ||
CELGEN CORP | COM | 151020104 | 9,857 | 82,307 | SH | SOLE | 82,307 | 0 | 0 | ||
SYNAPTICS INC | COM | 87157D109 | 9,358 | 116,477 | SH | SOLE | 116,477 | 0 | 0 | ||
AMTRUST FINANCIAL SERVICES I | COM | 032359309 | 9,174 | 148,974 | SH | SOLE | 148,974 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 8,931 | 71,720 | SH | SOLE | 71,720 | 0 | 0 | ||
NOAH HLDGS LTD | SPONSORED ADS | 65487X102 | 8,714 | 312,000 | SH | SOLE | 312,000 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 8,707 | 110,746 | SH | SOLE | 110,746 | 0 | 0 | ||
UNITED THERAPEUTICS CORP | COM | 91307C102 | 8,682 | 55,437 | SH | SOLE | 55,437 | 0 | 0 | ||
EVEREST RE GROUP LTD | COM | G3223R108 | 8,655 | 47,272 | SH | SOLE | 47,272 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 8,509 | 354,263 | SH | SOLE | 354,263 | 0 | 0 | ||
HELEN OF TROY CORP LTD | COM | G4388N106 | 8,372 | 88,828 | SH | SOLE | 88,828 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 7,946 | 149,005 | SH | SOLE | 149,005 | 0 | 0 | ||
ON ASSIGNMENT INC | COM | 682159108 | 7,799 | 173,504 | SH | SOLE | 173,504 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 7,650 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
JP MORGAN CHASE & CO | COM | 46625H100 | 7,527 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
ASSURANT INC | COM | 04621X108 | 7,461 | 92,636 | SH | SOLE | 92,636 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 7,209 | 70,185 | SH | SOLE | 70,185 | 0 | 0 | ||
SYNNEX CORP | COM | 87162W100 | 7,193 | 79,981 | SH | SOLE | 79,981 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 7,097 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 7,085 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 7,055 | 90,976 | SH | SOLE | 90,976 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 6,965 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | 6,791 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 6,652 | 225,255 | SH | SOLE | 225,255 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 6,606 | 30,866 | SH | SOLE | 30,866 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 6,595 | 202,682 | SH | SOLE | 202,682 | 0 | 0 | ||
DELUXE CORP | COM | 248019101 | 6,475 | 118,721 | SH | SOLE | 118,721 | 0 | 0 | ||
AZZ INC | COM | 002474104 | 6,335 | 113,994 | SH | SOLE | 113,994 | 0 | 0 | ||
STAMPS INC | COM NEW | 852857200 | 6,301 | 57,486 | SH | SOLE | 57,486 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 6,140 | 58,432 | SH | SOLE | 58,432 | 0 | 0 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 6,089 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
SMITH AO | COM | 831865209 | 6,068 | 79,200 | SH | SOLE | 79,200 | 0 | 0 | ||
GENTHERM INC | COM | 37253A103 | 6,047 | 127,583 | SH | SOLE | 127,583 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 6,046 | 192,800 | SH | SOLE | 192,800 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 6,042 | 69,530 | SH | SOLE | 69,530 | 0 | 0 | ||
JABIL CIRCUIT INC | COM | 466313103 | 6,026 | 258,737 | SH | SOLE | 258,737 | 0 | 0 | ||
J2 GLOBAL INC | COM | 48123V102 | 5,968 | 72,495 | SH | SOLE | 72,495 | 0 | 0 | ||
ENSIGN GROUP INC | COM | 29358P101 | 5,965 | 263,576 | SH | SOLE | 263,576 | 0 | 0 | ||
STURM RUGER & CO INC | COM | 864159108 | 5,478 | 91,900 | SH | SOLE | 91,900 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 5,420 | 97,245 | SH | SOLE | 97,245 | 0 | 0 | ||
VCA INC | COM | 918194101 | 5,319 | 96,710 | SH | SOLE | 96,710 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 5,167 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
BROCADE COMMUNICATIONS SYS I | COM NEW | 111621306 | 5,012 | 545,939 | SH | SOLE | 545,939 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 4,836 | 90,313 | SH | SOLE | 90,313 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 4,695 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
ALLEGIANT TRAVEL CO | COM | 01748X102 | 3,398 | 20,247 | SH | SOLE | 20,247 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 2,912 | 85,533 | SH | SOLE | 85,533 | 0 | 0 | ||
WETLAKE CHEM CORP | COM | 960413102 | 2,875 | 52,926 | SH | SOLE | 52,926 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 2,441 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 2,353 | 55,827 | SH | SOLE | 55,827 | 0 | 0 | ||
CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 442 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
USANA HEALTH SCINCES INC | COM | 90328M107 | 394 | 3,082 | SH | SOLE | 3,082 | 0 | 0 | ||
ACORDA THERAPEUTICS INC | COM | 00484M106 | 296 | 6,922 | SH | SOLE | 6,922 | 0 | 0 | ||
ZAGG INC | COM | 98884U108 | 288 | 26,337 | SH | SOLE | 26,337 | 0 | 0 | ||
ORBOTECH LTD | ORD SHS CL A | M75253100 | 284 | 12,846 | SH | SOLE | 12,846 | 0 | 0 | ||
SURGICAL CARE AFFILIATES INC | COM | 86881L106 | 281 | 7,053 | SH | SOLE | 7,053 | 0 | 0 | ||
IROBOT CORP | COM | 462726100 | 280 | 7,898 | SH | SOLE | 7,898 | 0 | 0 | ||
LANNETT INC | COM | 516012101 | 280 | 6,967 | SH | SOLE | 6,967 | 0 | 0 | ||
PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 278 | 5,397 | SH | SOLE | 5,397 | 0 | 0 | ||
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 278 | 6,936 | SH | SOLE | 6,936 | 0 | 0 | ||
EPLUS INC | COM | 294268107 | 277 | 2,975 | SH | SOLE | 2,975 | 0 | 0 | ||
COOPER STD HLDGS INC | COM | 21676P103 | 273 | 3,516 | SH | SOLE | 3,516 | 0 | 0 | ||
INC RESH HLDGS INC | CL A | 45329R109 | 268 | 5,533 | SH | SOLE | 5,533 | 0 | 0 | ||
CSG SYS INTL INC | COM | 126349109 | 264 | 7,330 | SH | SOLE | 7,330 | 0 | 0 | ||
FABRINET | SHS | G3323L100 | 263 | 11,029 | SH | SOLE | 11,029 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 262 | 6,306 | SH | SOLE | 6,306 | 0 | 0 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 262 | 5,780 | SH | SOLE | 5,780 | 0 | 0 | ||
SOLARWINDS INC | COM | 83416B109 | 262 | 4,440 | SH | SOLE | 4,440 | 0 | 0 | ||
DREW INDS INC | COM NEW | 26168L205 | 261 | 4,291 | SH | SOLE | 4,291 | 0 | 0 | ||
LUXOFT HLGD INC | ORD SHS CL A | G57279104 | 261 | 3,387 | SH | SOLE | 3,387 | 0 | 0 | ||
EZCHIP SEMICONDUCTOR LIMITED | ORD | M4146Y108 | 260 | 10,513 | SH | SOLE | 10,513 | 0 | 0 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 258 | 10,398 | SH | SOLE | 10,398 | 0 | 0 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 257 | 3,298 | SH | SOLE | 3,298 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 257 | 3,769 | SH | SOLE | 3,769 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 256 | 2,377 | SH | SOLE | 2,377 | 0 | 0 | ||
IMPAX LABORATORIES INC | COM | 45256B101 | 254 | 5,940 | SH | SOLE | 5,940 | 0 | 0 | ||
SYKES ENTERPRISES INC | COM | 871237103 | 253 | 8,235 | SH | SOLE | 8,235 | 0 | 0 | ||
WALKER & DUMLOP INC | COM | 93148P102 | 252 | 8,749 | SH | SOLE | 8,749 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 251 | 15,675 | SH | SOLE | 15,675 | 0 | 0 | ||
SHIP FINANCE INTERNATIONAL L | SHS | G81075106 | 249 | 15,043 | SH | SOLE | 15,043 | 0 | 0 | ||
OMEGA PROTEIN CORP | COM | 68210P107 | 246 | 11,062 | SH | SOLE | 11,062 | 0 | 0 | ||
INNOSPEC INC | COM | 45768S105 | 244 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 244 | 3,372 | SH | SOLE | 3,372 | 0 | 0 | ||
EXTREME NETWORKS INC | COM | 30226D106 | 244 | 59,692 | SH | SOLE | 59,692 | 0 | 0 | ||
FBL FINL GROUP INC | CL A | 30239F106 | 243 | 3,826 | SH | SOLE | 3,826 | 0 | 0 | ||
ALAMO GROUP INC | COM | 011311107 | 240 | 4,609 | SH | SOLE | 4,609 | 0 | 0 | ||
CARDTRONICS INC | COM | 14161H108 | 238 | 7,081 | SH | SOLE | 7,081 | 0 | 0 | ||
UBIQUITI NETWORKS INC | COM | 90347A100 | 238 | 7,499 | SH | SOLE | 7,499 | 0 | 0 | ||
MICROSEMI CORP | COM | 595137100 | 235 | 7,226 | SH | SOLE | 7,226 | 0 | 0 | ||
COOPER TIRE & RUBR CO | COM | 216831107 | 235 | 6,196 | SH | SOLE | 6,196 | 0 | 0 | ||
MATRIX SVC CO | COM | 576853105 | 234 | 11,411 | SH | SOLE | 11,411 | 0 | 0 | ||
COMFORT SYS USA INC | COM | 199908104 | 234 | 8,247 | SH | SOLE | 8,247 | 0 | 0 | ||
SYNCHRONOSS TECHNOLOGIES INC | COM | 87157B103 | 234 | 6,643 | SH | SOLE | 6,643 | 0 | 0 | ||
INSYS THERAPEUTICS INC NEW | COM NEW | 45824V209 | 234 | 8,162 | SH | SOLE | 8,162 | 0 | 0 | ||
CASH AMER INTL INC | COM | 14754D100 | 233 | 7,777 | SH | SOLE | 7,777 | 0 | 0 | ||
NAUTLUS INC | COM | 63910B102 | 233 | 13,917 | SH | SOLE | 13,917 | 0 | 0 | ||
KORN FERRY INTL | COM NEW | 500643200 | 232 | 6,989 | SH | SOLE | 6,989 | 0 | 0 | ||
BROADSOFT INC | COM | 11133B409 | 232 | 6,551 | SH | SOLE | 6,551 | 0 | 0 | ||
FOX FACTORY HLDG CORP | COM | 35138V102 | 232 | 14,006 | SH | SOLE | 14,006 | 0 | 0 | ||
CAL MAINE FOODS INC | COM NEW | 128030202 | 226 | 4,879 | SH | SOLE | 4,879 | 0 | 0 | ||
MOTORCAR PTS AMER INC | COM | 620071100 | 222 | 6,559 | SH | SOLE | 6,559 | 0 | 0 | ||
ALON USA ENERGY INC | COM | 020520102 | 220 | 14,795 | SH | SOLE | 14,795 | 0 | 0 | ||
AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 219 | 11,586 | SH | SOLE | 11,586 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 219 | 8,116 | SH | SOLE | 8,116 | 0 | 0 | ||
AMERICAN RAILCAR INDS INC | COM | 02916P103 | 212 | 4,579 | SH | SOLE | 4,579 | 0 | 0 |