0001172661-14-000898.txt : 20140428 0001172661-14-000898.hdr.sgml : 20140428 20140428102022 ACCESSION NUMBER: 0001172661-14-000898 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140428 DATE AS OF CHANGE: 20140428 EFFECTIVENESS DATE: 20140428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CADENCE CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001175399 IRS NUMBER: 043244012 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11612 FILM NUMBER: 14787837 BUSINESS ADDRESS: STREET 1: 265 FRANKLIN STREET STREET 2: 11TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110-3113 BUSINESS PHONE: 617-624-3500 MAIL ADDRESS: STREET 1: 265 FRANKLIN STREET STREET 2: 11TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110-3113 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001175399 XXXXXXXX 03-31-2014 03-31-2014 false CADENCE CAPITAL MANAGEMENT LLC
265 Franklin Street 11th Floor Boston MA 02110-3113
13F HOLDINGS REPORT 028-11612 N
William B. Bannick Chief Compliance Officer 617-624-3510 /s/ William B. Bannick Boston MA 04-28-2014 0 584 2374461
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 12264 90405 SH SOLE 90405 0 0 ABBOTT LABS COM 002824100 17512 454733 SH SOLE 454733 0 0 ABBVIE INC COM 00287Y109 12230 237936 SH SOLE 237936 0 0 ABM INDS INC COM 000957100 6104 212400 SH SOLE 193280 0 19120 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 18199 228286 SH SOLE 228286 0 0 ACE LTD SHS H0023R105 8056 81327 SH SOLE 81327 0 0 ACI WORLDWIDE INC COM 004498101 4681 79081 SH SOLE 71941 0 7140 ACUITY BRANDS INC COM 00508Y102 3033 22878 SH SOLE 20808 0 2070 ACXIOM CORP COM 005125109 5273 153300 SH SOLE 141280 0 12020 ADOBE SYS INC COM 00724F101 4000 60842 SH SOLE 60842 0 0 AERCAP HOLDINGS NV SHS N00985106 5848 138600 SH SOLE 138600 0 0 AFLAC INC COM 001055102 7027 111475 SH SOLE 111475 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 3036 54293 SH SOLE 54293 0 0 AGL RES INC COM 001204106 311 6343 SH SOLE 6343 0 0 AIR PRODS & CHEMS INC COM 009158106 5927 49791 SH SOLE 49791 0 0 ALASKA AIR GROUP INC COM 011659109 13187 141320 SH SOLE 141320 0 0 ALBANY MOLECULAR RESH INC COM 012423109 931 50060 SH SOLE 39820 0 10240 ALERE INC COM 01449J105 2469 71870 SH SOLE 71870 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 299 4114 SH SOLE 4114 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 5286 19400 SH SOLE 19400 0 0 ALLIANT ENERGY CORP COM 018802108 378 6662 SH SOLE 6662 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 10692 159255 SH SOLE 151909 0 7346 ALTRIA GROUP INC COM 02209S103 12212 326273 SH SOLE 326273 0 0 AMBARELLA INC SHS G037AX101 710 26578 SH SOLE 22158 0 4420 AMEREN CORP COM 023608102 552 13400 SH SOLE 13400 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 8854 241920 SH SOLE 241920 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 215 5751 SH SOLE 5751 0 0 AMERICAN CAPITAL AGENCY CORP COM 02503X105 415 19331 SH SOLE 19331 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 566 46218 SH SOLE 46218 0 0 AMERICAN ELEC PWR INC COM 025537101 1337 26396 SH SOLE 26396 0 0 AMERICAN SOFTWARE INC CL A 029683109 1102 108380 SH SOLE 86255 0 22125 AMERICAN TOWER CORP NEW COM 03027X100 6127 74835 SH SOLE 74835 0 0 AMERICAN WOODMARK CORP COM 030506109 1389 41273 SH SOLE 32773 0 8500 AMERICAN WTR WKS CO INC NEW COM 030420103 446 9832 SH SOLE 9832 0 0 AMERISOURCEBERGEN CORP COM 03073E105 3328 50740 SH SOLE 50740 0 0 AMSURG CORP COM 03232P405 6697 142242 SH SOLE 129402 0 12840 ANADARKO PETE CORP COM 032511107 3800 44830 SH SOLE 44830 0 0 ANALOG DEVICES INC COM 032654105 10564 198790 SH SOLE 198790 0 0 ANGIODYNAMICS INC COM 03475V101 1217 77249 SH SOLE 61339 0 15910 ANNALY CAP MGMT INC COM 035710409 605 55139 SH SOLE 55139 0 0 ANTARES PHARMA INC COM 036642106 1182 337592 SH SOLE 267782 0 69810 AOL INC COM 00184X105 5717 130610 SH SOLE 130610 0 0 APOLLO GLOBAL MGMT LLC CL A SHS 037612306 3980 125168 SH SOLE 125168 0 0 APPLE INC COM 037833100 29631 55206 SH SOLE 55206 0 0 APPLIED MATLS INC COM 038222105 408 19970 SH SOLE 19970 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 1222 164227 SH SOLE 130467 0 33760 ARCHER DANIELS MIDLAND CO COM 039483102 6835 157515 SH SOLE 157515 0 0 ARES CAP CORP COM 04010L103 1251 70989 SH SOLE 70989 0 0 ARKANSAS BEST CORP DEL COM 040790107 5121 138600 SH SOLE 126080 0 12520 ARRIS GROUP INC NEW COM 04270V106 5299 188047 SH SOLE 171077 0 16970 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 217 3374 SH SOLE 3374 0 0 ARUBA NETWORKS INC COM 043176106 5336 284601 SH SOLE 258866 0 25735 ASPEN TECHNOLOGY INC COM 045327103 4659 109975 SH SOLE 100122 0 9853 AT&T INC COM 00206R102 12183 347383 SH SOLE 347383 0 0 ATMOS ENERGY CORP COM 049560105 259 5503 SH SOLE 5503 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 8958 115945 SH SOLE 115945 0 0 AVAGO TECHNOLOGIES LTD SHS Y0486S104 3639 56490 SH SOLE 56490 0 0 AVALONBAY CMNTYS INC COM 053484101 925 7041 SH SOLE 7041 0 0 AVERY DENNISON CORP COM 053611109 1208 23847 SH SOLE 23847 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 1228 26783 SH SOLE 26783 0 0 BANK HAWAII CORP COM 062540109 674 11126 SH SOLE 11126 0 0 BANKUNITED INC COM 06652K103 549 15782 SH SOLE 15782 0 0 BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 845 20040 SH SOLE 20040 0 0 BARNES GROUP INC COM 067806109 6153 159931 SH SOLE 145503 0 14428 BAXTER INTL INC COM 071813109 9533 129558 SH SOLE 129558 0 0 BB&T CORP COM 054937107 6739 167761 SH SOLE 167761 0 0 BECTON DICKINSON & CO COM 075887109 4996 42670 SH SOLE 42670 0 0 BED BATH & BEYOND INC COM 075896100 3860 56106 SH SOLE 56106 0 0 BEMIS INC COM 081437105 988 25184 SH SOLE 25184 0 0 BEST BUY INC COM 086516101 1723 65257 SH SOLE 65257 0 0 BIOMED REALTY TRUST INC COM 09063H107 212 10324 SH SOLE 10324 0 0 BITAUTO HLDGS LTD SPONSORED ADS 091727107 577 16100 SH SOLE 16100 0 0 BLACKROCK INC COM 09247X101 9853 31332 SH SOLE 31332 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 447 13450 SH SOLE 13450 0 0 BLOCK H & R INC COM 093671105 1964 65042 SH SOLE 65042 0 0 BLUCORA INC COM 095229100 1148 58292 SH SOLE 46292 0 12000 BOEING CO COM 097023105 12171 96989 SH SOLE 96989 0 0 BOK FINL CORP COM NEW 05561Q201 449 6499 SH SOLE 6499 0 0 BOSTON PROPERTIES INC COM 101121101 855 7465 SH SOLE 7465 0 0 BRE PROPERTIES INC CL A 05564E106 291 4637 SH SOLE 4637 0 0 BRIGHTCOVE INC COM 10921T101 652 66323 SH SOLE 52653 0 13670 BRINKER INTL INC COM 109641100 5279 100650 SH SOLE 100650 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 12184 234533 SH SOLE 234533 0 0 BRISTOW GROUP INC COM 110394103 5372 71134 SH SOLE 64716 0 6418 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1074 28927 SH SOLE 28927 0 0 BRYN MAWR BK CORP COM 117665109 1525 53075 SH SOLE 42135 0 10940 BUFFALO WILD WINGS INC COM 119848109 5222 35070 SH SOLE 35070 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1898 36219 SH SOLE 36219 0 0 CA INC COM 12673P105 2428 78372 SH SOLE 78372 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 786 46576 SH SOLE 46576 0 0 CAMBREX CORP COM 132011107 7352 389617 SH SOLE 344746 0 44871 CAMDEN PPTY TR SH BEN INT 133131102 331 4918 SH SOLE 4918 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 3544 57380 SH SOLE 57380 0 0 CAMPBELL SOUP CO COM 134429109 1883 41966 SH SOLE 41966 0 0 CARDINAL HEALTH INC COM 14149Y108 7224 103233 SH SOLE 103233 0 0 CARMIKE CINEMAS INC COM 143436400 1295 43358 SH SOLE 34508 0 8850 CARNIVAL CORP PAIRED CTF 143658300 3780 99850 SH SOLE 99850 0 0 CARRIAGE SVCS INC COM 143905107 1717 94157 SH SOLE 74887 0 19270 CATERPILLAR INC DEL COM 149123101 12283 123604 SH SOLE 123604 0 0 CAVCO INDS INC DEL COM 149568107 1394 17768 SH SOLE 14108 0 3660 CECO ENVIRONMENTAL CORP COM 125141101 1590 95854 SH SOLE 76234 0 19620 CENTENE CORP DEL COM 15135B101 5960 95740 SH SOLE 87110 0 8630 CENTERPOINT ENERGY INC COM 15189T107 584 24653 SH SOLE 24653 0 0 CENTURYLINK INC COM 156700106 4779 145531 SH SOLE 145531 0 0 CENVEO INC COM 15670S105 1241 408061 SH SOLE 323271 0 84790 CEPHEID COM 15670R107 5917 114707 SH SOLE 104367 0 10340 CF INDS HLDGS INC COM 125269100 3301 12666 SH SOLE 12666 0 0 CHANNELADVISOR CORP COM 159179100 4804 127290 SH SOLE 116790 0 10500 CHEVRON CORP NEW COM 166764100 12287 103330 SH SOLE 103330 0 0 CHICAGO BRIDGE & IRON CO N V COM 167250109 4485 51463 SH SOLE 51463 0 0 CHIMERA INVT CORP COM 16934Q109 182 59428 SH SOLE 59428 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 5629 9910 SH SOLE 9910 0 0 CHUBB CORP COM 171232101 5531 61939 SH SOLE 61939 0 0 CHUYS HLDGS INC COM 171604101 1551 35959 SH SOLE 28809 0 7150 CINCINNATI FINL CORP COM 172062101 1902 39086 SH SOLE 39086 0 0 CINEMARK HOLDINGS INC COM 17243V102 799 27543 SH SOLE 27543 0 0 CISCO SYS INC COM 17275R102 12447 555285 SH SOLE 555285 0 0 CITI TRENDS INC COM 17306X102 1274 78235 SH SOLE 62085 0 16150 CLOROX CO DEL COM 189054109 2769 31459 SH SOLE 31459 0 0 CME GROUP INC COM 12572Q105 5640 76195 SH SOLE 76195 0 0 CMS ENERGY CORP COM 125896100 424 14467 SH SOLE 14467 0 0 CNA FINL CORP COM 126117100 269 6287 SH SOLE 6287 0 0 COACH INC COM 189754104 6228 125415 SH SOLE 125415 0 0 COCA COLA CO COM 191216100 12052 311738 SH SOLE 311738 0 0 COLGATE PALMOLIVE CO COM 194162103 12266 189087 SH SOLE 189087 0 0 COMFORT SYS USA INC COM 199908104 1130 74155 SH SOLE 58885 0 15270 COMPASS MINERALS INTL INC COM 20451N101 659 7992 SH SOLE 7992 0 0 COMPUWARE CORP COM 205638109 545 51908 SH SOLE 51908 0 0 COMSCORE INC COM 20564W105 6675 203558 SH SOLE 185178 0 18380 CONAGRA FOODS INC COM 205887102 3090 99595 SH SOLE 99595 0 0 CONMED CORP COM 207410101 3935 90555 SH SOLE 82377 0 8178 CONOCOPHILLIPS COM 20825C104 12465 177187 SH SOLE 177187 0 0 CONSOLIDATED EDISON INC COM 209115104 853 15899 SH SOLE 15899 0 0 CONSTELLATION BRANDS INC CL A 21036P108 8919 104970 SH SOLE 104970 0 0 CONVERSANT INC COM 21249J105 7087 251774 SH SOLE 229157 0 22617 COPA HOLDINGS SA CL A P31076105 1155 7955 SH SOLE 7955 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 5153 107650 SH SOLE 99250 0 8400 CORPORATE EXECUTIVE BRD CO COM 21988R102 6231 83945 SH SOLE 76373 0 7572 COVANTA HLDG CORP COM 22282E102 492 27281 SH SOLE 27281 0 0 COVIDIEN PLC SHS G2554F113 3824 51912 SH SOLE 51912 0 0 CROWN CRAFTS INC COM 228309100 1012 127146 SH SOLE 101186 0 25960 CULLEN FROST BANKERS INC COM 229899109 995 12840 SH SOLE 12840 0 0 CUMULUS MEDIA INC CL A 231082108 602 86940 SH SOLE 86940 0 0 CVS CAREMARK CORPORATION COM 126650100 7519 100444 SH SOLE 100444 0 0 DANA HLDG CORP COM 235825205 6287 270160 SH SOLE 245770 0 24390 DARDEN RESTAURANTS INC COM 237194105 1575 31035 SH SOLE 31035 0 0 DATAWATCH CORP COM NEW 237917208 1348 49695 SH SOLE 39445 0 10250 DDR CORP COM 23317H102 295 17883 SH SOLE 17883 0 0 DEERE & CO COM 244199105 8425 92784 SH SOLE 92784 0 0 DEL FRISCOS RESTAURANT GROUP COM 245077102 2239 80288 SH SOLE 66948 0 13340 DELPHI AUTOMOTIVE PLC SHS G27823106 4454 65640 SH SOLE 65640 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 558 16100 SH SOLE 16100 0 0 DENNYS CORP COM 24869P104 1952 303644 SH SOLE 257264 0 46380 DEPOMED INC COM 249908104 1301 89750 SH SOLE 71470 0 18280 DERMA SCIENCES INC COM PAR $.01 249827502 1000 78865 SH SOLE 62715 0 16150 DIEBOLD INC COM 253651103 619 15521 SH SOLE 15521 0 0 DIRECTV COM 25490A309 6506 85130 SH SOLE 85130 0 0 DIREXION SHS ETF TR DLY SC BEAR3XNEW 25459Y488 291 18680 SH SOLE 18680 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3745 45280 SH SOLE 45280 0 0 DISH NETWORK CORP CL A 25470M109 4052 65130 SH SOLE 65130 0 0 DISNEY WALT CO COM DISNEY 254687106 6921 86443 SH SOLE 86443 0 0 DOMINION RES INC VA NEW COM 25746U109 2227 31364 SH SOLE 31364 0 0 DONNELLEY R R & SONS CO COM 257867101 829 46292 SH SOLE 46292 0 0 DOUGLAS EMMETT INC COM 25960P109 214 7897 SH SOLE 7897 0 0 DOVER CORP COM 260003108 4575 55960 SH SOLE 55960 0 0 DOW CHEM CO COM 260543103 11596 238654 SH SOLE 238654 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 2654 48739 SH SOLE 48739 0 0 DREW INDS INC COM NEW 26168L205 6549 120824 SH SOLE 109927 0 10897 DTE ENERGY CO COM 233331107 739 9951 SH SOLE 9951 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 12080 180037 SH SOLE 180037 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 2729 38317 SH SOLE 38317 0 0 DUKE REALTY CORP COM NEW 264411505 320 18966 SH SOLE 18966 0 0 DXP ENTERPRISES INC NEW COM NEW 233377407 5876 61895 SH SOLE 56315 0 5580 DYAX CORP COM 26746E103 1115 124118 SH SOLE 98288 0 25830 DYNAVAX TECHNOLOGIES CORP COM 268158102 1330 735990 SH SOLE 584440 0 151550 E M C CORP MASS COM 268648102 4539 165591 SH SOLE 165591 0 0 EATON CORP PLC SHS G29183103 8498 113122 SH SOLE 113122 0 0 EATON VANCE CORP COM NON VTG 278265103 1126 29507 SH SOLE 29507 0 0 EDISON INTL COM 281020107 1031 18218 SH SOLE 18218 0 0 EGAIN CORP COM NEW 28225C806 476 67442 SH SOLE 53532 0 13910 EMERSON ELEC CO COM 291011104 11481 171870 SH SOLE 171870 0 0 ENANTA PHARMACEUTICALS INC COM 29251M106 6482 162100 SH SOLE 143350 0 18750 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 565 10503 SH SOLE 10503 0 0 ENERSYS COM 29275Y102 6082 87770 SH SOLE 79850 0 7920 ENTEGRIS INC COM 29362U104 4058 335108 SH SOLE 304852 0 30256 ENTERGY CORP NEW COM 29364G103 658 9850 SH SOLE 9850 0 0 EQUIFAX INC COM 294429105 4572 67210 SH SOLE 67210 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 1134 19549 SH SOLE 19549 0 0 ERIE INDTY CO CL A 29530P102 413 5927 SH SOLE 5927 0 0 ESSEX PPTY TR INC COM 297178105 336 1977 SH SOLE 1977 0 0 EVERCORE PARTNERS INC CLASS A 29977A105 5851 105901 SH SOLE 96352 0 9549 EXACT SCIENCES CORP COM 30063P105 706 49820 SH SOLE 39570 0 10250 EXAMWORKS GROUP INC COM 30066A105 5570 159107 SH SOLE 144757 0 14350 EXELON CORP COM 30161N101 1559 46462 SH SOLE 46462 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 6036 80380 SH SOLE 80380 0 0 EXTRA SPACE STORAGE INC COM 30225T102 3005 61937 SH SOLE 61937 0 0 EXXON MOBIL CORP COM 30231G102 12356 126490 SH SOLE 126490 0 0 F5 NETWORKS INC COM 315616102 6617 62057 SH SOLE 62057 0 0 FACEBOOK INC CL A 30303M102 6978 115830 SH SOLE 115830 0 0 FARMER BROS CO COM 307675108 1197 60745 SH SOLE 48255 0 12490 FEDERATED INVS INC PA CL B 314211103 738 24159 SH SOLE 24159 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 2064 65636 SH SOLE 65636 0 0 FIRST AMERN FINL CORP COM 31847R102 5288 199180 SH SOLE 181365 0 17815 FIRSTENERGY CORP COM 337932107 805 23641 SH SOLE 23641 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 12134 777832 SH SOLE 777832 0 0 FOUNDATION MEDICINE INC COM 350465100 535 16540 SH SOLE 16540 0 0 FRANKLIN COVEY CO COM 353469109 1559 78870 SH SOLE 62650 0 16220 FREEPORT-MCMORAN COPPER & GO COM 35671D857 8177 247259 SH SOLE 247259 0 0 FRONTIER COMMUNICATIONS CORP COM 35906A108 1359 238146 SH SOLE 238146 0 0 FULTON FINL CORP PA COM 360271100 620 49295 SH SOLE 49295 0 0 FXCM INC COM CL A 302693106 4386 296924 SH SOLE 270284 0 26640 GALLAGHER ARTHUR J & CO COM 363576109 1441 30282 SH SOLE 30282 0 0 GAMESTOP CORP NEW CL A 36467W109 1167 28399 SH SOLE 28399 0 0 GANNETT INC COM 364730101 1508 54648 SH SOLE 54648 0 0 GAP INC DEL COM 364760108 9953 248455 SH SOLE 248455 0 0 GARMIN LTD SHS H2906T109 1619 29294 SH SOLE 29294 0 0 GENERAC HLDGS INC COM 368736104 6540 110904 SH SOLE 100936 0 9968 GENERAL DYNAMICS CORP COM 369550108 7779 71420 SH SOLE 71420 0 0 GENERAL ELECTRIC CO COM 369604103 12197 471107 SH SOLE 471107 0 0 GENERAL GROWTH PPTYS INC NEW COM 370023103 670 30433 SH SOLE 30433 0 0 GENERAL MLS INC COM 370334104 7988 154148 SH SOLE 154148 0 0 GENERAL MTRS CO COM 37045V100 10223 296999 SH SOLE 296999 0 0 GENTHERM INC COM 37253A103 8261 237932 SH SOLE 209993 0 27939 GENUINE PARTS CO COM 372460105 6865 79047 SH SOLE 79047 0 0 GENWORTH FINL INC COM CL A 37247D106 6035 340410 SH SOLE 340410 0 0 GIGAMON INC COM 37518B102 7489 246428 SH SOLE 226688 0 19740 GILEAD SCIENCES INC COM 375558103 7087 100010 SH SOLE 100010 0 0 GLOBAL CASH ACCESS HLDGS INC COM 378967103 1221 177963 SH SOLE 141513 0 36450 GLOBAL EAGLE ENTMT INC COM 37951D102 226 14350 SH SOLE 14350 0 0 GLOBUS MED INC CL A 379577208 6844 257407 SH SOLE 234307 0 23100 GOLAR LNG LTD BERMUDA SHS G9456A100 462 11072 SH SOLE 11072 0 0 GOOGLE INC CL A 38259P508 16797 15071 SH SOLE 15071 0 0 GRAND CANYON ED INC COM 38526M106 4707 100786 SH SOLE 91732 0 9054 GRAPHIC PACKAGING HLDG CO COM 388689101 5550 546251 SH SOLE 496691 0 49560 GREAT PLAINS ENERGY INC COM 391164100 213 7895 SH SOLE 7895 0 0 GREIF INC CL A 397624107 406 7730 SH SOLE 7730 0 0 GUESS INC COM 401617105 410 14872 SH SOLE 14872 0 0 GULFPORT ENERGY CORP COM NEW 402635304 7420 104240 SH SOLE 104240 0 0 HAIN CELESTIAL GROUP INC COM 405217100 4312 47160 SH SOLE 47160 0 0 HALLIBURTON CO COM 406216101 7475 126932 SH SOLE 126932 0 0 HANESBRANDS INC COM 410345102 10693 139820 SH SOLE 139820 0 0 HANOVER INS GROUP INC COM 410867105 648 10546 SH SOLE 10546 0 0 HARLEY DAVIDSON INC COM 412822108 3098 46505 SH SOLE 46505 0 0 HARRIS CORP DEL COM 413875105 1917 26199 SH SOLE 26199 0 0 HARSCO CORP COM 415864107 488 20808 SH SOLE 20808 0 0 HARVARD BIOSCIENCE INC COM 416906105 1227 258921 SH SOLE 205831 0 53090 HASBRO INC COM 418056107 1527 27451 SH SOLE 27451 0 0 HAVERTY FURNITURE INC COM 419596101 1327 44690 SH SOLE 35540 0 9150 HCA HOLDINGS INC COM 40412C101 6515 124100 SH SOLE 124100 0 0 HCI GROUP INC COM 40416E103 1111 30522 SH SOLE 24212 0 6310 HCP INC COM 40414L109 983 25348 SH SOLE 25348 0 0 HEALTH CARE REIT INC COM 42217K106 921 15447 SH SOLE 15447 0 0 HEALTHCARE SVCS GRP INC COM 421906108 6108 210197 SH SOLE 191448 0 18749 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 6181 268974 SH SOLE 244704 0 24270 HELMERICH & PAYNE INC COM 423452101 2438 22662 SH SOLE 22662 0 0 HERBALIFE LTD COM USD SHS G4412G101 1168 20386 SH SOLE 20386 0 0 HERSHEY CO COM 427866108 4960 47510 SH SOLE 47510 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 4441 166710 SH SOLE 166710 0 0 HFF INC CL A 40418F108 6867 204324 SH SOLE 178824 0 25500 HILLENBRAND INC COM 431571108 6565 203062 SH SOLE 184772 0 18290 HNI CORP COM 404251100 6162 168533 SH SOLE 153320 0 15213 HOLLYFRONTIER CORP COM 436106108 2309 48532 SH SOLE 48532 0 0 HOME BANCSHARES INC COM 436893200 5309 154244 SH SOLE 140334 0 13910 HOME DEPOT INC COM 437076102 11891 150271 SH SOLE 150271 0 0 HONEYWELL INTL INC COM 438516106 7628 82237 SH SOLE 82237 0 0 HORIZON PHARMA INC COM 44047T109 5803 383790 SH SOLE 336920 0 46870 HORSEHEAD HLDG CORP COM 440694305 1421 84479 SH SOLE 67099 0 17380 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 201 7012 SH SOLE 7012 0 0 HOST HOTELS & RESORTS INC COM 44107P104 829 40955 SH SOLE 40955 0 0 HYATT HOTELS CORP COM CL A 448579102 3610 67090 SH SOLE 67090 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 4115 57640 SH SOLE 57640 0 0 INCONTACT INC COM 45336E109 5852 609596 SH SOLE 538490 0 71106 INFORMATION SERVICES GROUP I COM 45675y104 1313 267506 SH SOLE 212414 0 55092 INGERSOLL-RAND PLC SHS G47791101 4531 79150 SH SOLE 79150 0 0 INGREDION INC COM 457187102 1261 18523 SH SOLE 18523 0 0 INPHI CORP COM 45772F107 1406 87401 SH SOLE 69481 0 17920 INSTEEL INDUSTRIES INC COM 45774W108 1526 77591 SH SOLE 61621 0 15970 INSYS THERAPEUTICS INC NEW COM NEW 45824V209 3626 87520 SH SOLE 76106 0 11414 INTEGRATED DEVICE TECHNOLOGY COM 458118106 397 32480 SH SOLE 32480 0 0 INTEGRATED SILICON SOLUTION COM 45812P107 1602 103042 SH SOLE 81672 0 21370 INTEGRYS ENERGY GROUP INC COM 45822P105 283 4742 SH SOLE 4742 0 0 INTEL CORP COM 458140100 12302 476544 SH SOLE 476544 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 13152 68327 SH SOLE 68327 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3554 37150 SH SOLE 37150 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 828 58872 SH SOLE 58872 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 5967 217770 SH SOLE 198110 0 19660 INTERPUBLIC GROUP COS INC COM 460690100 1756 102472 SH SOLE 102472 0 0 INTERVAL LEISURE GROUP INC COM 46113M108 5710 218453 SH SOLE 198737 0 19716 INTL PAPER CO COM 460146103 4878 106312 SH SOLE 106312 0 0 INTUIT COM 461202103 9360 120423 SH SOLE 120423 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 4348 9928 SH SOLE 9928 0 0 INVACARE CORP COM 461203101 3279 171949 SH SOLE 156439 0 15510 INVENSENSE INC COM 46123D205 571 24110 SH SOLE 24110 0 0 INVENTURE FOODS INC COM 461212102 1425 101948 SH SOLE 81038 0 20910 INVESCO LTD SHS G491BT108 3967 107222 SH SOLE 107222 0 0 IROBOT CORP COM 462726100 4956 120728 SH SOLE 110198 0 10530 IRON MTN INC COM 462846106 1125 40798 SH SOLE 40798 0 0 J & J SNACK FOODS CORP COM 466032109 6339 66050 SH SOLE 60070 0 5980 JACK IN THE BOX INC COM 466367109 3951 67041 SH SOLE 61331 0 5710 JETBLUE AIRWAYS CORP COM 477143101 5966 686540 SH SOLE 624530 0 62010 JMP GROUP INC COM 46629U107 1334 187623 SH SOLE 148943 0 38680 JOHNSON & JOHNSON COM 478160104 18829 191685 SH SOLE 191685 0 0 JONES ENERGY INC COM CL A 48019R108 830 54810 SH SOLE 43647 0 11163 JPMORGAN CHASE & CO COM 46625H100 19226 316682 SH SOLE 316682 0 0 KAR AUCTION SVCS INC COM 48238T109 559 18433 SH SOLE 18433 0 0 KELLOGG CO COM 487836108 3897 62136 SH SOLE 62136 0 0 KERYX BIOPHARMACEUTICALS INC COM 492515101 683 40110 SH SOLE 31850 0 8260 KEURIG GREEN MTN INC COM 49271M100 1657 15690 SH SOLE 15690 0 0 KILROY RLTY CORP COM 49427F108 259 4429 SH SOLE 4429 0 0 KIMBERLY CLARK CORP COM 494368103 10137 91948 SH SOLE 91948 0 0 KIMCO RLTY CORP COM 49446R109 507 23194 SH SOLE 23194 0 0 KINDER MORGAN INC DEL COM 49456B101 5145 158354 SH SOLE 158354 0 0 KLA-TENCOR CORP COM 482480100 2743 39672 SH SOLE 39672 0 0 KODIAK OIL & GAS CORP COM 50015Q100 5957 490673 SH SOLE 446296 0 44377 KOHLS CORP COM 500255104 3015 53075 SH SOLE 53075 0 0 KONA GRILL INC COM 50047H201 843 41391 SH SOLE 32851 0 8540 KRAFT FOODS GROUP INC COM 50076Q106 7972 142096 SH SOLE 142096 0 0 KYTHERA BIOPHARMACEUTICALS I COM 501570105 469 11800 SH SOLE 9380 0 2420 L BRANDS INC COM 501797104 5963 105034 SH SOLE 105034 0 0 LADENBURG THALMAN FIN SVCS I COM 50575Q102 1192 394810 SH SOLE 313605 0 81205 LAMAR ADVERTISING CO CL A 512815101 2614 51250 SH SOLE 51250 0 0 LAS VEGAS SANDS CORP COM 517834107 7548 93433 SH SOLE 93433 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 6166 786532 SH SOLE 715400 0 71132 LAZARD LTD SHS A G54050102 1110 23575 SH SOLE 23575 0 0 LEGGETT & PLATT INC COM 524660107 1114 34130 SH SOLE 34130 0 0 LEIDOS HLDGS INC COM 525327102 617 17433 SH SOLE 17433 0 0 LENNOX INTL INC COM 526107107 4765 52410 SH SOLE 52410 0 0 LEVY ACQUISITION CORP UNIT 99/99/9999 52748T203 563 55730 SH SOLE 55730 0 0 LEXMARK INTL NEW CL A 529771107 695 15014 SH SOLE 15014 0 0 LHC GROUP INC COM 50187A107 788 35714 SH SOLE 28319 0 7395 LIBERTY PPTY TR SH BEN INT 531172104 289 7810 SH SOLE 7810 0 0 LIFELOCK INC COM 53224V100 4618 269891 SH SOLE 245211 0 24680 LILLY ELI & CO COM 532457108 12275 208550 SH SOLE 208550 0 0 LINEAR TECHNOLOGY CORP COM 535678106 2716 55776 SH SOLE 55776 0 0 LIONBRIDGE TECHNOLOGIES INC COM 536252109 1127 167945 SH SOLE 133415 0 34530 LITTELFUSE INC COM 537008104 6467 69064 SH SOLE 62585 0 6479 LIVE NATION ENTERTAINMENT IN COM 538034109 5958 273912 SH SOLE 249192 0 24720 LOCKHEED MARTIN CORP COM 539830109 10131 62061 SH SOLE 62061 0 0 LORILLARD INC COM 544147101 4885 90338 SH SOLE 90338 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8196 92155 SH SOLE 92155 0 0 M & T BK CORP COM 55261F104 3741 30838 SH SOLE 30838 0 0 MACERICH CO COM 554382101 496 7960 SH SOLE 7960 0 0 MARCHEX INC CL B 56624R108 1581 150382 SH SOLE 119761 0 30621 MARINEMAX INC COM 567908108 1326 87304 SH SOLE 69344 0 17960 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 6623 118463 SH SOLE 107774 0 10689 MARSH & MCLENNAN COS INC COM 571748102 4129 83760 SH SOLE 83760 0 0 MARTEN TRANS LTD COM 573075108 1542 71653 SH SOLE 56823 0 14830 MASCO CORP COM 574599106 4000 180110 SH SOLE 180110 0 0 MASTERCARD INC CL A 57636Q104 6193 82900 SH SOLE 82900 0 0 MATTEL INC COM 577081102 3310 82522 SH SOLE 82522 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 2306 69613 SH SOLE 69613 0 0 MAXIMUS INC COM 577933104 6115 136319 SH SOLE 123990 0 12329 MCDONALDS CORP COM 580135101 12201 124459 SH SOLE 124459 0 0 MEADWESTVACO CORP COM 583334107 1593 42332 SH SOLE 42332 0 0 MEDTRONIC INC COM 585055106 5400 87755 SH SOLE 87755 0 0 MERCK & CO INC NEW COM 58933Y105 12636 222587 SH SOLE 222587 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 4499 19090 SH SOLE 19090 0 0 MFA FINL INC COM 55272X102 166 21375 SH SOLE 21375 0 0 MGC DIAGNOSTICS CORP COM 552768103 1269 111431 SH SOLE 88627 0 22804 MICHAEL KORS HLDGS LTD SHS G60754101 4511 48363 SH SOLE 48363 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 2253 47168 SH SOLE 47168 0 0 MICROSOFT CORP COM 594918104 27990 682851 SH SOLE 682851 0 0 MID-AMER APT CMNTYS INC COM 59522J103 320 4691 SH SOLE 4691 0 0 MOLINA HEALTHCARE INC COM 60855R100 5331 141944 SH SOLE 129276 0 12668 MOLSON COORS BREWING CO CL B 60871R209 7989 135727 SH SOLE 135727 0 0 MONDELEZ INTL INC CL A 609207105 5334 154390 SH SOLE 154390 0 0 MOODYS CORP COM 615369105 5357 67540 SH SOLE 67540 0 0 MOTORCAR PTS AMER INC COM 620071100 1459 54930 SH SOLE 43730 0 11200 NATIONAL OILWELL VARCO INC COM 637071101 3765 48347 SH SOLE 48347 0 0 NATIONAL RETAIL PPTYS INC COM 637417106 216 6303 SH SOLE 6303 0 0 NATURAL GROCERS BY VITAMIN C COM 63888U108 1270 29090 SH SOLE 23090 0 6000 NEENAH PAPER INC COM 640079109 1658 32065 SH SOLE 25445 0 6620 NETFLIX INC COM 64110L106 3404 9670 SH SOLE 9670 0 0 NETSOL TECHNOLOGIES INC COM PAR $.001 64115A402 714 153780 SH SOLE 122030 0 31750 NEW YORK CMNTY BANCORP INC COM 649445103 1695 105448 SH SOLE 105448 0 0 NEWMONT MINING CORP COM 651639106 2758 117657 SH SOLE 117657 0 0 NEXTERA ENERGY INC COM 65339F101 2204 23048 SH SOLE 23048 0 0 NISOURCE INC COM 65473P105 637 17932 SH SOLE 17932 0 0 NORDSTROM INC COM 655664100 3643 58336 SH SOLE 58336 0 0 NORFOLK SOUTHERN CORP COM 655844108 7319 75324 SH SOLE 75324 0 0 NORTHEAST UTILS COM 664397106 816 17938 SH SOLE 17938 0 0 NORTHERN TR CORP COM 665859104 5162 78741 SH SOLE 78741 0 0 NOVAVAX INC COM 670002104 512 113010 SH SOLE 89780 0 23230 NUCOR CORP COM 670346105 3837 75926 SH SOLE 75926 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1904 32370 SH SOLE 32370 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 15910 166959 SH SOLE 166959 0 0 OCEANEERING INTL INC COM 675232102 6169 85850 SH SOLE 85850 0 0 OGE ENERGY CORP COM 670837103 411 11171 SH SOLE 11171 0 0 OLD DOMINION FGHT LINES INC COM 679580100 4661 82140 SH SOLE 82140 0 0 OLD REP INTL CORP COM 680223104 1016 61928 SH SOLE 61928 0 0 OMNICOM GROUP INC COM 681919106 5508 75865 SH SOLE 75865 0 0 ONEOK INC NEW COM 682680103 2919 49266 SH SOLE 49266 0 0 OPENTABLE INC COM 68372A104 5303 68930 SH SOLE 63380 0 5550 ORACLE CORP COM 68389X105 10766 263165 SH SOLE 263165 0 0 ORCHIDS PAPER PRODS CO DEL COM 68572N104 1390 45438 SH SOLE 36088 0 9350 OREXIGEN THERAPEUTICS INC COM 686164104 635 97710 SH SOLE 77620 0 20090 ORIENT-EXPRESS HOTELS LTD CL A G67743107 5939 412119 SH SOLE 377869 0 34250 ORION ENERGY SYSTEMS INC COM 686275108 1579 217815 SH SOLE 173038 0 44777 OXFORD INDS INC COM 691497309 5911 75586 SH SOLE 69623 0 5963 PACKAGING CORP AMER COM 695156109 1647 23406 SH SOLE 23406 0 0 PANTRY INC COM 698657103 1420 92572 SH SOLE 73542 0 19030 PARKER HANNIFIN CORP COM 701094104 4406 36805 SH SOLE 36805 0 0 PARTNERRE LTD COM G6852T105 1339 12936 SH SOLE 12936 0 0 PATRICK INDS INC COM 703343103 1593 35932 SH SOLE 28578 0 7354 PAYCHEX INC COM 704326107 3312 77743 SH SOLE 77743 0 0 PEGASYSTEMS INC COM 705573103 3660 103618 SH SOLE 94288 0 9330 PEOPLES UNITED FINANCIAL INC COM 712704105 1100 73969 SH SOLE 73969 0 0 PEPCO HOLDINGS INC COM 713291102 302 14748 SH SOLE 14748 0 0 PEPSICO INC COM 713448108 12206 146180 SH SOLE 146180 0 0 PERCEPTRON INC COM 71361F100 1124 92678 SH SOLE 73717 0 18961 PERFICIENT INC COM 71375U101 1441 79499 SH SOLE 63149 0 16350 PERRIGO CO PLC SHS G97822103 7490 48430 SH SOLE 48430 0 0 PFIZER INC COM 717081103 12221 380471 SH SOLE 380471 0 0 PG&E CORP COM 69331C108 1037 24008 SH SOLE 24008 0 0 PGT INC COM 69336V101 3966 344550 SH SOLE 306315 0 38235 PHILIP MORRIS INTL INC COM 718172109 21535 263039 SH SOLE 263039 0 0 PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 172 10046 SH SOLE 10046 0 0 PINNACLE FINL PARTNERS INC COM 72346Q104 6472 172640 SH SOLE 157054 0 15586 PINNACLE FOODS INC DEL COM 72348P104 247 8259 SH SOLE 8259 0 0 PINNACLE WEST CAP CORP COM 723484101 361 6600 SH SOLE 6600 0 0 PIPER JAFFRAY COS COM 724078100 2569 56100 SH SOLE 51046 0 5054 PITNEY BOWES INC COM 724479100 9660 371683 SH SOLE 371683 0 0 POOL CORPORATION COM 73278L105 6548 106792 SH SOLE 97144 0 9648 PPL CORP COM 69351T106 1137 34299 SH SOLE 34299 0 0 PREFERRED BK LOS ANGELES CA COM NEW 740367404 1324 50997 SH SOLE 40607 0 10390 PRICE T ROWE GROUP INC COM 74144T108 9001 109300 SH SOLE 109300 0 0 PRICELINE COM INC COM NEW 741503403 5965 5005 SH SOLE 5005 0 0 PRIMORIS SVCS CORP COM 74164F103 5187 173002 SH SOLE 157470 0 15532 PRINCIPAL FINL GROUP INC COM 74251V102 3248 70634 SH SOLE 70634 0 0 PROASSURANCE CORP COM 74267C106 698 15676 SH SOLE 15676 0 0 PROCTER & GAMBLE CO COM 742718109 12167 150959 SH SOLE 150959 0 0 PROLOGIS INC COM 74340W103 1130 27674 SH SOLE 27674 0 0 PROSHARES TR PSHS ULSHT SP500 74347B300 494 17430 SH SOLE 17430 0 0 PROSHARES TR ULTRA SH DOW30 74347X112 501 17270 SH SOLE 17270 0 0 PROSHARES TR ULTSHT RUSS2000 74348A319 490 10692 SH SOLE 10692 0 0 PROSHARES TR ULTRAPRO SH NW14 74348A418 583 10587 SH SOLE 10587 0 0 PROSHARES TR ULTRAPRO SHORT S 74348A442 491 8747 SH SOLE 8747 0 0 PRUDENTIAL FINL INC COM 744320102 9408 111143 SH SOLE 111143 0 0 PSYCHEMEDICS CORP COM NEW 744375205 1417 82715 SH SOLE 65595 0 17120 PUBLIC SVC ENTERPRISE GROUP COM 744573106 1048 27469 SH SOLE 27469 0 0 PULTE GROUP INC COM 745867101 9320 485680 SH SOLE 485680 0 0 PZENA INVESTMENT MGMT INC CLASS A 74731Q103 1509 128220 SH SOLE 101770 0 26450 QUALCOMM INC COM 747525103 10308 130708 SH SOLE 130708 0 0 QUEST DIAGNOSTICS INC COM 74834L100 2014 34769 SH SOLE 34769 0 0 RANGE RES CORP COM 75281A109 6977 84090 SH SOLE 84090 0 0 RAYTHEON CO COM NEW 755111507 7665 77592 SH SOLE 77592 0 0 REALTY INCOME CORP COM 756109104 479 11719 SH SOLE 11719 0 0 RED HAT INC COM 756577102 4084 77081 SH SOLE 77081 0 0 REGAL ENTMT GROUP CL A 758766109 368 19689 SH SOLE 19689 0 0 REGIONAL MGMT CORP COM 75902K106 1039 42116 SH SOLE 33396 0 8720 REIS INC COM 75936P105 1618 89623 SH SOLE 71451 0 18172 REPLIGEN CORP COM 759916109 5545 431168 SH SOLE 380788 0 50380 REPUBLIC SVCS INC COM 760759100 2207 64600 SH SOLE 64600 0 0 RESMED INC COM 761152107 1522 34047 SH SOLE 34047 0 0 REVLON INC CL A NEW 761525609 1340 52450 SH SOLE 41690 0 10760 REYNOLDS AMERICAN INC COM 761713106 4023 75304 SH SOLE 75304 0 0 RIGNET INC COM 766582100 1332 24745 SH SOLE 19675 0 5070 ROCKWELL AUTOMATION INC COM 773903109 8854 71085 SH SOLE 71085 0 0 ROCKWOOD HLDGS INC COM 774415103 1302 17506 SH SOLE 17506 0 0 RPM INTL INC COM 749685103 1324 31645 SH SOLE 31645 0 0 RUCKUS WIRELESS INC COM 781220108 2673 219860 SH SOLE 200989 0 18871 SANDISK CORP COM 80004C101 3590 44220 SH SOLE 44220 0 0 SCANA CORP NEW COM 80589M102 411 8013 SH SOLE 8013 0 0 SCHEIN HENRY INC COM 806407102 5153 43170 SH SOLE 43170 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 381 10191 SH SOLE 10191 0 0 SCIQUEST INC NEW COM 80908T101 7502 277701 SH SOLE 244681 0 33020 SCOTTS MIRACLE GRO CO CL A 810186106 2383 38889 SH SOLE 38889 0 0 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 10018 131970 SH SOLE 131970 0 0 SEADRILL LIMITED SHS G7945E105 2969 84450 SH SOLE 84450 0 0 SEALED AIR CORP NEW COM 81211K100 11559 351670 SH SOLE 351670 0 0 SEAWORLD ENTMT INC COM 81282V100 243 8051 SH SOLE 8051 0 0 SEMPRA ENERGY COM 816851109 1281 13237 SH SOLE 13237 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 775 18170 SH SOLE 18170 0 0 SHARPS COMPLIANCE CORP COM 820017101 840 183447 SH SOLE 145627 0 37820 SIGMA ALDRICH CORP COM 826552101 5734 61410 SH SOLE 61410 0 0 SILVERCREST ASSET MGMT GROUP CL A 828359109 1052 57541 SH SOLE 45731 0 11810 SIMON PPTY GROUP INC NEW COM 828806109 716 4365 SH SOLE 4365 0 0 SIMULATIONS PLUS INC COM 829214105 1211 181768 SH SOLE 144398 0 37370 SIX FLAGS ENTMT CORP NEW COM 83001A102 633 15767 SH SOLE 15767 0 0 SKECHERS U S A INC CL A 830566105 7237 198046 SH SOLE 180415 0 17631 SKYWORKS SOLUTIONS INC COM 83088M102 3890 103670 SH SOLE 103670 0 0 SLM CORP COM 78442P106 2602 106284 SH SOLE 106284 0 0 SMUCKER J M CO COM NEW 832696405 2494 25645 SH SOLE 25645 0 0 SONIC CORP COM 835451105 4117 180671 SH SOLE 164371 0 16300 SONOCO PRODS CO COM 835495102 994 24233 SH SOLE 24233 0 0 SOUTHERN CO COM 842587107 2076 47252 SH SOLE 47252 0 0 SPECTRA ENERGY CORP COM 847560109 5909 159953 SH SOLE 159953 0 0 SPECTRUM BRANDS HLDGS INC COM 84763R101 5635 70699 SH SOLE 64389 0 6310 SPIRIT RLTY CAP INC NEW COM 84860W102 196 17878 SH SOLE 17878 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6014 150277 SH SOLE 136721 0 13556 ST JUDE MED INC COM 790849103 3432 52490 SH SOLE 52490 0 0 STANLEY BLACK & DECKER INC COM 854502101 3146 38720 SH SOLE 38720 0 0 STAPLES INC COM 855030102 1800 158758 SH SOLE 158758 0 0 STARBUCKS CORP COM 855244109 5719 77939 SH SOLE 77939 0 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 8061 101270 SH SOLE 101270 0 0 STARWOOD PPTY TR INC COM 85571B105 234 9914 SH SOLE 9914 0 0 STARZ COM SER A 85571Q102 3907 121020 SH SOLE 121020 0 0 STEEL DYNAMICS INC COM 858119100 939 52774 SH SOLE 52774 0 0 STOCK BLDG SUPPLY HLDGS INC COM 86101X104 1208 59457 SH SOLE 47227 0 12230 STRYKER CORP COM 863667101 5924 72714 SH SOLE 72714 0 0 SUCAMPO PHARMACEUTICALS INC CL A 864909106 1245 174145 SH SOLE 138265 0 35880 SUN HYDRAULICS CORP COM 866942105 1461 33740 SH SOLE 26830 0 6910 SUNTRUST BKS INC COM 867914103 3842 96560 SH SOLE 96560 0 0 SUPERIOR UNIFORM GP INC COM 868358102 1005 68532 SH SOLE 54272 0 14260 SUSSER HLDGS CORP COM 869233106 6106 97746 SH SOLE 88927 0 8819 SWIFT TRANSN CO CL A 87074U101 6012 242890 SH SOLE 220960 0 21930 SYKES ENTERPRISES INC COM 871237103 5900 296951 SH SOLE 270181 0 26770 SYMANTEC CORP COM 871503108 3324 166462 SH SOLE 166462 0 0 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 6278 183083 SH SOLE 166594 0 16489 SYNERGY RES CORP COM 87164P103 1578 146800 SH SOLE 116740 0 30060 SYSCO CORP COM 871829107 5125 141853 SH SOLE 141853 0 0 TABLEAU SOFTWARE INC CL A 87336U105 4046 53180 SH SOLE 53180 0 0 TANDEM DIABETES CARE INC COM 875372104 1186 53710 SH SOLE 42690 0 11020 TARGET CORP COM 87612E106 9281 153387 SH SOLE 153387 0 0 TASER INTL INC COM 87651B104 1255 68602 SH SOLE 54482 0 14120 TAUBMAN CTRS INC COM 876664103 208 2942 SH SOLE 2942 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 3808 85088 SH SOLE 77401 0 7687 TECO ENERGY INC COM 872375100 196 11445 SH SOLE 11445 0 0 TEEKAY CORPORATION COM Y8564W103 523 9296 SH SOLE 9296 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 6043 62091 SH SOLE 56411 0 5680 TERADATA CORP DEL COM 88076W103 2991 60796 SH SOLE 60796 0 0 TETRA TECH INC NEW COM 88162G103 6354 214745 SH SOLE 195405 0 19340 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 5753 88582 SH SOLE 80632 0 7950 TEXAS INSTRS INC COM 882508104 12123 257054 SH SOLE 257054 0 0 THE ADT CORPORATION COM 00101J106 1311 43772 SH SOLE 43772 0 0 THOMSON REUTERS CORP COM 884903105 3051 89217 SH SOLE 89217 0 0 THORATEC CORP COM NEW 885175307 4973 138870 SH SOLE 126360 0 12510 TIFFANY & CO NEW COM 886547108 7494 86990 SH SOLE 86990 0 0 TJX COS INC NEW COM 872540109 4255 70153 SH SOLE 70153 0 0 TOLL BROTHERS INC COM 889478103 3293 91720 SH SOLE 91720 0 0 TOWER INTL INC COM 891826109 1709 62783 SH SOLE 49883 0 12900 TRAVELERS COMPANIES INC COM 89417E109 7211 84730 SH SOLE 84730 0 0 TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 690 88960 SH SOLE 88960 0 0 TUPPERWARE BRANDS CORP COM 899896104 1059 12643 SH SOLE 12643 0 0 TWO HBRS INVT CORP COM 90187B101 210 20506 SH SOLE 20506 0 0 U S PHYSICAL THERAPY INC COM 90337L108 1429 41350 SH SOLE 32800 0 8550 U S SILICA HLDGS INC COM 90346E103 612 16040 SH SOLE 16040 0 0 UDR INC COM 902653104 385 14901 SH SOLE 14901 0 0 UGI CORP NEW COM 902681105 313 6872 SH SOLE 6872 0 0 UNITED CONTL HLDGS INC COM 910047109 8875 198850 SH SOLE 198850 0 0 UNITED INS HLDGS CORP COM 910710102 1469 100530 SH SOLE 79840 0 20690 UNITED PARCEL SERVICE INC CL B 911312106 18515 190127 SH SOLE 190127 0 0 US ECOLOGY INC COM 91732J102 1284 34602 SH SOLE 27432 0 7170 V F CORP COM 918204108 10583 171030 SH SOLE 171030 0 0 VAALCO ENERGY INC COM NEW 91851C201 1536 179657 SH SOLE 142447 0 37210 VALIDUS HOLDINGS LTD COM SHS G9319H102 841 22293 SH SOLE 22293 0 0 VALLEY NATL BANCORP COM 919794107 504 48370 SH SOLE 48370 0 0 VANTIV INC CL A 92210H105 5217 172636 SH SOLE 172636 0 0 VENTAS INC COM 92276F100 539 8904 SH SOLE 8904 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12114 254646 SH SOLE 254646 0 0 VIASAT INC COM 92552V100 4203 60880 SH SOLE 60880 0 0 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 439 2940 SH SOLE 2940 0 0 VISA INC COM CL A 92826C839 8755 40557 SH SOLE 40557 0 0 VISTAPRINT N V SHS N93540107 5829 118424 SH SOLE 107734 0 10690 VMWARE INC CL A COM 928563402 4512 41773 SH SOLE 41773 0 0 VOCERA COMMUNICATIONS INC COM 92857F107 2416 147921 SH SOLE 134576 0 13345 VORNADO RLTY TR SH BEN INT 929042109 827 8391 SH SOLE 8391 0 0 WABASH NATL CORP COM 929566107 5134 373080 SH SOLE 339375 0 33705 WAL-MART STORES INC COM 931142103 11920 155954 SH SOLE 155954 0 0 WASTE MGMT INC DEL COM 94106L109 4695 111607 SH SOLE 111607 0 0 WATERS CORP COM 941848103 3396 31330 SH SOLE 31330 0 0 WD-40 CO COM 929236107 1558 20085 SH SOLE 15935 0 4150 WEB COM GROUP INC COM 94733A104 5001 146954 SH SOLE 133701 0 13253 WEBMD HEALTH CORP COM 94770V102 5338 128935 SH SOLE 117335 0 11600 WEINGARTEN RLTY INVS SH BEN INT 948741103 205 6831 SH SOLE 6831 0 0 WELLS FARGO & CO NEW COM 949746101 18838 378737 SH SOLE 378737 0 0 WESTAR ENERGY INC COM 95709T100 255 7259 SH SOLE 7259 0 0 WESTERN UN CO COM 959802109 2180 133246 SH SOLE 133246 0 0 WHITING PETE CORP NEW COM 966387102 3329 47970 SH SOLE 47970 0 0 WILLBROS GROUP INC DEL COM 969203108 1618 128203 SH SOLE 101853 0 26350 WILLIAMS COS INC DEL COM 969457100 6624 163236 SH SOLE 163236 0 0 WILSHIRE BANCORP INC COM 97186T108 1507 135779 SH SOLE 107839 0 27940 WINDSTREAM HLDGS INC COM 97382A101 1169 141853 SH SOLE 141853 0 0 WINNEBAGO INDS INC COM 974637100 1530 55861 SH SOLE 44381 0 11480 WISCONSIN ENERGY CORP COM 976657106 589 12649 SH SOLE 12649 0 0 WORKDAY INC CL A 98138H101 6591 72090 SH SOLE 72090 0 0 WYNN RESORTS LTD COM 983134107 4282 19276 SH SOLE 19276 0 0 XCEL ENERGY INC COM 98389B100 831 27361 SH SOLE 27361 0 0 XEROX CORP COM 984121103 3318 293593 SH SOLE 293593 0 0 XO GROUP INC COM 983772104 343 33802 SH SOLE 26892 0 6910 YELP INC CL A 985817105 569 7390 SH SOLE 7390 0 0 YY INC ADS REPCOM CLA 98426T106 590 7730 SH SOLE 7730 0 0 ZIX CORP COM 98974P100 1441 347952 SH SOLE 275932 0 72020 ZULILY INC CL A 989774104 5161 102820 SH SOLE 102820 0 0