-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, W2M4JRFaNviAuH/1QjtfkJYys3od4H2g8c8yRCbBfIAzA1+nGK3Kdgyo/fcp3vPx vz9qmh0Qch6/K2P2U9xHCA== 0001193125-09-110587.txt : 20090514 0001193125-09-110587.hdr.sgml : 20090514 20090514073952 ACCESSION NUMBER: 0001193125-09-110587 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090514 DATE AS OF CHANGE: 20090514 EFFECTIVENESS DATE: 20090514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP CENTRAL INDEX KEY: 0001177719 IRS NUMBER: 800175963 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10220 FILM NUMBER: 09824340 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 24FL CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174287100 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 24FL CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC DATE OF NAME CHANGE: 20020717 13F-HR 1 d13fhr.txt FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [_]; Amendment Number: ______ This Amendment (Check only one.): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Westfield Capital Management Company, L.P. Address: 1 Financial Center Boston, Massachusetts 02111 Form 13F File Number: 28-10220 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Brandi McMahon Title: Senior Compliance Associate Phone: 617-428-7100 Signature, Place, and Date of Signing: /s/ Brandi McMahon Boston, Massachusetts May 14, 2009 - ------------------------ ------------------------ -------------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings are in this report, and all holdings are reported by other reporting manager(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-_____________________ _______________________________ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 239 Form 13F Information Table Value Total: 7,032,540 (thousands) Lists of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name ___ 28-____________________ NONE [Repeat as necessary.] Westfield Capital Management FORM 13F 31-Mar-09
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- -------------- --------- --------- -------- --- ---- ------- -------- -------- ------ -------- 3M CO COM 88579Y101 97 1943 SH Sole 1943 ABBOTT LABS COM 002824100 221 4640 SH Sole 1340 3300 ABERCROMBIE & FITCH CO CL A COM 002896207 7664 322000 SH Sole 313750 8250 ACI WORLDWIDE INC COM 004498101 22090 1178116 SH Sole 833746 344370 ACORDA THERAPEUTICS COM COM 00484M106 28449 1436105 SH Sole 1017855 418250 ACTUANT CORP CL A COM 00508X203 34794 3368257 SH Sole 2423501 944756 ADOLOR CORP COM 00724X102 12526 6140055 SH Sole 5233805 906250 ADVANCE AUTO PARTS INC COM 00751Y106 14687 357532 SH Sole 348282 9250 AEGEAN MARINE PETROLEU SHS COM Y0017S102 18593 1110030 SH Sole 787130 322900 AIR PRODS & CHEMS INC COM 009158106 50846 903929 SH Sole 823279 80650 ALCON INC SHS COM H01301102 236 2600 SH Sole 2600 ALEXION PHARMACEUTICAL COM 015351109 125166 3323576 SH Sole 2443414 880162 ALLIANCE DATA SYS CORP COM 018581108 13149 355850 SH Sole 346400 9450 ALTERA CORP COM 021441100 9803 558600 SH Sole 544050 14550 AMERICAN PUBLIC ED INC COM 02913V103 11790 280305 SH Sole 198805 81500 AMERN EAGLE OUTFIT NEW COM COM 02553E106 40030 3270422 SH Sole 2320533 949889 AMETEK INC COM 031100100 49059 1568870 SH Sole 1240275 328595 ANALOG DEVICES INC COM 032654105 54728 2840053 SH Sole 2589253 250800 ANNALY CAP MGMT INC COM 035710409 40454 2916625 SH Sole 2357575 559050 APOLLO GROUP INC CL A COM 037604105 69578 888269 SH Sole 815069 73200 APPLE COMPUTER INC COM 037833100 103318 982857 SH Sole 895662 87195 APTARGROUP INC COM 038336103 1355 43500 SH Sole 43500 ARBIOS SYSTEMS, INC. COM 03875v107 5 153846 SH Sole 153846 ARCH COAL INC COM 039380100 261 19500 SH Sole 19500 AT&T CORP COM 00206R102 123 4890 SH Sole 3790 1100 ATMI INC COM 00207R101 13149 852155 SH Sole 604555 247600 AUTODESK INC COM 052769106 192 11400 SH Sole 11400 BANCO BRADESCO S A SP ADR PFD COM 059460303 199 20100 SH Sole 20100 BE AEROSPACE INC COM 073302101 23734 2737525 SH Sole 1943075 794450 BERKSHIRE HATHAWAY INC CL B COM 084670207 367 130 SH Sole 130 BEST BUY INC COM 086516101 11460 301900 SH Sole 293950 7950 BIOANALYTICAL SYS INC COM 09058M103 92 70300 SH Sole 70300 BIOGEN IDEC INC COM 09062X103 153232 2923159 SH Sole 2650211 272948 BLACKROCK INC COM 09247X101 222 1710 SH Sole 1710 BMC SOFTWARE INC COM 055921100 74377 2253845 SH Sole 1772225 481620 BOEING CO COM COM 097023105 1046 29400 SH Sole 28100 1300 BP PLC ADR COM 055622104 511 12740 SH Sole 11948 792 BRISTOL MYERS SQUIBB COM 110122108 118350 5399191 SH Sole 4939296 459895 BROADCOM CORP CL A COM 111320107 5591 279850 SH Sole 272650 7200 BROCADE COMMUNCTNS SYS COM 111621306 26244 7607070 SH Sole 6095400 1511670 BROOKDALE SR LIVING COM 112463104 4229 837350 SH Sole 593900 243450 BUCYRUS INTL INC NEW COM 118759109 12817 844350 SH Sole 599300 245050 BUNGE LIMITED COM G16962105 86857 1533229 SH Sole 1399779 133450 CARDIONET INC COM COM 14159L103 31409 1119350 SH Sole 842900 276450 CELGENE CORP COM 151020104 114718 2583735 SH Sole 2368785 214950 CHARLES RIV LABS INTL COM 159864107 23056 847351 SH Sole 618515 228836 CHATTEM INC COM COM 162456107 21520 383950 SH Sole 272550 111400 CHECK POINT SOFTWARE COM M22465104 57030 2567750 SH Sole 1903500 664250 CHEVRON CORP COM 166764100 779 11590 SH Sole 7840 3750 CHUBB CORP COM 171232101 358 8464 SH Sole 8464 CHURCH & DWIGHT INC COM 171340102 35843 686253 SH Sole 498270 187983 CISCO SYS INC COM 17275R102 235 13997 SH Sole 13997 CITRIX SYS INC COM 177376100 26940 1189950 SH Sole 843050 346900 CNS RESPONSE INC COM COM 12619C101 2 166667 SH Sole 166667 COCA COLA CO COM 191216100 302 6865 SH Sole 1760 5105 COGNIZANT TECH SOLUTNS CL A COM 192446102 113305 5449999 SH Sole 5026619 423380 COLFAX CORP COM 194014106 11789 1715990 SH Sole 1217790 498200 COLGATE PALMOLIVE CO COM 194162103 293 4964 SH Sole 564 4400 COMPLETE PROD SVCS COM 20453E109 6502 2111175 SH Sole 1497325 613850 COMVERSE TECHNOLOGY COM 205862402 18008 3137250 SH Sole 2210600 926650 CONOCOPHILLIPS COM 20825C104 417 10650 SH Sole 5100 5550 CONSOL ENERGY INC COM 20854P109 30194 1196282 SH Sole 999707 196575 CORINTHIAN COLLEGES COM 218868107 44824 2304574 SH Sole 1682001 622573 CORNERSTONE THERAPEUTICS INC COM 21924P103 437 106523 SH Sole 106523 CORRECTIONS CP AM COM 22025Y407 11393 889400 SH Sole 866850 22550 COVANCE INC COM 222816100 7728 216900 SH Sole 211200 5700 COVIDIEN LTD COM G2552X108 79145 2381016 SH Sole 2166316 214700 CROWN HOLDINGS INC COM 228368106 60710 2670910 SH Sole 2078750 592160 CSX CORP COM 126408103 6837 264500 SH Sole 258150 6350 CV THERAPEUTICS INC CONV BOND 126667AG9 986 1000000 PRN Sole 1000000 CVS CAREMARK CORP COM COM 126650100 102822 3740352 SH Sole 3407568 332784 CYBERSOURCE CORP COM 23251J106 25734 1737620 SH Sole 1236670 500950 CYNOSURE INC CL A COM 232577205 183 30000 SH Sole 30000 DANAHER CORP DEL COM 235851102 69826 1287832 SH Sole 1173247 114585 DATA DOMAIN INC COM COM 23767P109 16307 1297289 SH Sole 920139 377150 DAVITA INC COM 23918K108 69234 1575289 SH Sole 1263239 312050 DEERE & CO COM 244199105 3054 92900 SH Sole 86200 6700 DEL GLOBAL TECH CORP COM 245073101 75 141500 SH Sole 141500 DENBURY RES INC COM 247916208 70713 4758615 SH Sole 3667725 1090890
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- -------------- --------- --------- -------- --- ---- ------- -------- -------- ------ -------- DEVRY INC DEL COM 251893103 71736 1488920 SH Sole 1183405 305515 DEXCOM INC COM 252131107 261 63000 SH Sole 63000 DICKS SPORTING GOODS COM 253393102 10374 726950 SH Sole 524450 202500 DIGIRAD CORP COM 253827109 117 109600 SH Sole 109600 DIONEX CORP COM 254546104 1170 24760 SH Sole 24760 DISNEY WALT CO DISNEY COM 254687106 380 20950 SH Sole 14650 6300 DREAMWORKS ANIMATION CL A COM 26153C103 25695 1187371 SH Sole 842111 345260 E M C CORP MASS COM 268648102 51815 4545152 SH Sole 4165252 379900 EATON VANCE CORP NON VTG COM 278265103 6496 284294 SH Sole 284294 ECOLAB INC COM 278865100 1302 37500 SH Sole 12050 25450 ELAN PLC ADR COM 284131208 115512 17396400 SH Sole 15225716 2170684 ENERGYSOLUTIONS INC DEPOSITARY COM 292756202 346 40000 SH Sole 40000 EPIX PHARMACEUTICALS COM 26881Q309 1417 2464390 SH Sole 2464390 EQT CORP COM 26884L109 34613 1104772 SH Sole 871972 232800 ERESEARCHTECHNOLOGY COM 29481V108 271 51600 SH Sole 51600 EV3 INC COM 26928A200 29573 4165200 SH Sole 3217950 947250 EXIDE TECHNOLOGIES COM NEW COM 302051206 224 74600 SH Sole 74600 EXTERRAN HOLDINGS COM 30225X103 42990 2683536 SH Sole 1927363 756173 EXXON MOBIL CORP COM 30231G102 2519 36994 SH Sole 31526 5468 FIDELITY NATL FINL INC COM 31620R105 4433 227200 SH Sole 221350 5850 FOSTER WHEELER LTD SHS NEW COM H27178104 49339 2824185 SH Sole 2579085 245100 FOUNDATION COAL HLDGS COM 35039W100 21084 1469275 SH Sole 1042325 426950 FRESENIUS MED CARE AG SPONSORE COM 358029106 8204 212000 SH Sole 212000 GAMESTOP CORP NEW CL A COM 36467W109 2724 97200 SH Sole 86800 10400 GENERAL ELEC CO COM 369604103 545 53900 SH Sole 23900 30000 GENTIVA HEALTH SERV COM 37247A102 8464 556815 SH Sole 394415 162400 GEO GROUP INC COM 36159R103 31110 2347954 SH Sole 1728304 619650 GILEAD SCIENCES INC COM 375558103 95294 2057300 SH Sole 1872650 184650 GLOBAL PMTS INC COM COM 37940X102 53882 1612761 SH Sole 1487261 125500 GOLD FIELDS LTD ADR COM 38059T106 57 5000 SH Sole 5000 GOLDCORP INC NEW COM COM 380956409 650 19500 SH Sole 19500 GTX INC DEL COM 40052B108 4809 454500 SH Sole 454500 HALLIBURTON CO COM 406216101 53593 3464313 SH Sole 3137013 327300 HCC INS HLDGS INC COM 404132102 27713 1100155 SH Sole 799355 300800 HESS CORP COM COM 42809H107 3436 63400 SH Sole 61600 1800 HEWLETT PACKARD CO COM 428236103 68092 2123887 SH Sole 1940837 183050 HOME DEPOT INC COM 437076102 66525 2823629 SH Sole 2586079 237550 HURON CONSULTING GROUP COM 447462102 22940 540655 SH Sole 383555 157100 IDEX CORP COM 45167R104 45356 2073892 SH Sole 1636337 437555 IDEXX LABS INC COM 45168D104 34959 1010970 SH Sole 716620 294350 ILLUMINA INC COM 452327109 145751 3913826 SH Sole 3175576 738250 IMMUCOR INC COM 452526106 50669 2014658 SH Sole 1478698 535960 INCYTE CORP COM 45337C102 70 30100 SH Sole 30100 INFORMATICA CORP COM 45666Q102 42693 3219707 SH Sole 2325438 894269 INTERNATIONAL BUS MACH COM 459200101 101175 1044228 SH Sole 952408 91820 ISHARES TR RUSL 2000 GROW COM 464287648 9191 199900 SH Sole 199900 ITT CORPORATION COM 450911102 72716 1890202 SH Sole 1778718 111484 JACOBS ENGR GROUP COM 469814107 43014 1112610 SH Sole 1014060 98550 JOHNSON & JOHNSON COM 478160104 989 18804 SH Sole 8904 9900 JOY GLOBAL INC COM 481165108 24089 1130950 SH Sole 811700 319250 JPMORGAN & CHASE & CO COM 46625H100 235 8850 SH Sole 8850 K12 INC COM COM 48273U102 12062 867766 SH Sole 615816 251950 KB HOME COM 48666K109 12691 962925 SH Sole 683275 279650 KIRBY CORP COM 497266106 19778 742425 SH Sole 639325 103100 KOHLS CORP COM 500255104 362 8550 SH Sole 8550 LIFE TECHNOLOGIES CORP COM 53217V109 60135 1851445 SH Sole 1513225 338220 MASIMO CORP COM 574795100 39628 1367416 SH Sole 993866 373550 MASSEY ENERGY CORP COM 576206106 26430 2611645 SH Sole 1988925 622720 MEDICINES CO COM 584688105 28960 2671625 SH Sole 2076375 595250 MEDICIS PHARMACEUTICAL CL A COM 584690309 13912 1124625 SH Sole 797275 327350 MEDNAX INC COM 58502B106 39898 1353850 SH Sole 1001480 352370 MEDTRONIC INC COM 585055106 955 32406 SH Sole 19100 13306 MEMC ELECTR MATLS INC COM COM 552715104 192 11650 SH Sole 9350 2300 MERCK & CO INC COM 589331107 532 19881 SH Sole 15838 4043 METABOLIX INC COM 591018809 4299 630279 SH Sole 630279 METTLER TOLEDO INTL COM 592688105 58527 1140220 SH Sole 911430 228790 MICROSOFT CORP COM 594918104 96993 5279984 SH Sole 4777384 502600 MONSANTO CO COM 61166W101 5948 71574 SH Sole 69374 2200 MOSAIC CO COM 61945A107 53455 1273350 SH Sole 1154900 118450 MSC INDL DIRECT INC CL A COM 553530106 18276 588225 SH Sole 572675 15550 MSCI INC CL A COM 55354G100 17064 1009100 SH Sole 716900 292200 NATIONAL OILWELL VARCO COM 637071101 95176 3315091 SH Sole 3054317 260774 NATIONAL SEMICONDUCTOR COM 637640103 6857 667650 SH Sole 650550 17100 NATUS MEDICAL INC DEL COM COM 639050103 232 27300 SH Sole 27300 NAVIGANT CONSULTING COM 63935N107 31645 2421225 SH Sole 1718325 702900 NESTLE S A SPONSORED ADR COM 641069406 79820 2358604 SH Sole 2144704 213900 NET 1 UEPS TECHS INC NEW COM 64107N206 20582 1353190 SH Sole 984418 368772 NETAPP INC COM 64110D104 57509 3875301 SH Sole 3353702 521599 NEW ORIENTAL ED & TECH SPON AD COM 647581107 18768 373488 SH Sole 265188 108300 NEWMONT MINING CORP COM 651639106 90 2000 SH Sole 2000 NICE SYS LTD ADR COM 653656108 18953 762400 SH Sole 741050 21350 NMT MED INC COM 629294109 115 144287 SH Sole 144287 NOKIA CORP ADR COM 654902204 244 20900 SH Sole 20900 NORFOLK SOUTHERN CORP COM 655844108 61782 1830575 SH Sole 1659075 171500 NORTHERN TR CORP COM 665859104 724 12096 SH Sole 12096 NUANCE COMMUNICATIONS COM 67020Y100 111059 10245263 SH Sole 7707323 2537940 O REILLY AUTOMOTIVE COM 686091109 41428 1183325 SH Sole 840075 343250
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other ------------------------ Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- -------------- --------- --------- -------- --- ---- ------- -------- -------- ------ -------- OCCIDENTAL PETE CP COM 674599105 101129 1817224 SH Sole 1656874 160350 OIL STS INTL INC COM 678026105 13774 1026391 SH Sole 728241 298150 ORACLE CORP COM 68389X105 97160 5376889 SH Sole 4882727 494162 OSI PHARMACEUTICALS COM 671040103 126500 3306320 SH Sole 2388670 917650 PALOMAR MED TECH INC COM 697529303 5836 803800 SH Sole 568000 235800 PAR PHARMACEUTICAL COS COM 69888P106 795 83900 SH Sole 83900 PEABODY ENERGY CORP COM 704549104 7576 302565 SH Sole 294415 8150 PEPSICO INC COM 713448108 70 1366 SH Sole 1366 PERINI CORP COM COM 713839108 13935 1132950 SH Sole 807850 325100 PETSMART INC COM 716768106 27224 1298865 SH Sole 920525 378340 PFIZER INC COM 717081103 4621 339300 SH Sole 339300 PHASE FORWARD INC COM COM 71721R406 14500 1133669 SH Sole 803825 329844 PMC-SIERRA INC COM 69344F106 19182 3011377 SH Sole 2226227 785150 POLYCOM INC COM 73172K104 52166 3389635 SH Sole 2433105 956530 PRAXAIR INC COM 74005P104 107744 1601189 SH Sole 1459487 141702 PRIVATEBANCORP INC COM 742962103 19588 1354650 SH Sole 961450 393200 PROCTER & GAMBLE CO COM 742718109 400 8489 SH Sole 5564 2925 PURECYCLE CORP COM NEW COM 746228303 228 79300 SH Sole 79300 QIAGEN NV ORD COM N72482107 18584 1164400 SH Sole 1143450 20950 QUALCOMM INC COM 747525103 58070 1492431 SH Sole 1364549 127882 QUEST SOFTWARE INC COM 74834T103 61191 4825767 SH Sole 4019717 806050 QUICKSILVER RESOURCES COM 74837R104 9673 1745946 SH Sole 1274196 471750 QUIDEL CORP COM 74838J101 7104 770550 SH Sole 729850 40700 RANGE RES CORP COM 75281A109 23608 573570 SH Sole 406475 167095 RBC BEARINGS INC COM COM 75524B104 1572 102907 SH Sole 102907 RED HAT INC COM 756577102 44215 2478400 SH Sole 1955650 522750 REPUBLIC SVCS INC COM 760759100 2712 158140 SH Sole 158140 SAFE BULKERS INC COM COM Y7388L103 3559 1126200 SH Sole 797900 328300 SAIC INC COM 78390X101 13856 742150 SH Sole 722850 19300 SALESFORCE COM INC COM 79466L302 20081 613550 SH Sole 435700 177850 SANTARUS INC COM 802817304 12902 8013366 SH Sole 6355186 1658180 SCHLUMBERGER LTD COM 806857108 568 13994 SH Sole 8944 5050 SCHWAB CHARLES CP NEW COM 808513105 54808 3535974 SH Sole 3230374 305600 SHIRE PLC COM 82481R106 85075 2367150 SH Sole 1909200 457950 SIGNATURE BK NEW YORK COM 82669G104 28379 1005275 SH Sole 713227 292048 SKILLED HEALTHCARE GRO CL A COM 83066R107 7325 892250 SH Sole 633250 259000 SKILLSOFT PLC ADR COM 830928107 43377 6483876 SH Sole 4695783 1788093 SMITH INTL INC COM 832110100 6864 319558 SH Sole 306358 13200 SMITHFIELD FOODS INC COM 832248108 1135 120000 SH Sole 120000 SONIC INNOVATIONS INC COM 83545M109 739 690600 SH Sole 690600 STERICYCLE INC COM 858912108 33929 710850 SH Sole 504400 206450 STEWART ENTERPRISES CL A COM 860370105 17491 5398362 SH Sole 3949162 1449200 STREETTRACKS GOLD TR GOLD SHS COM 78463V107 316 3500 SH Sole 3500 SUN HEALTHCARE GROUP COM 866933401 12832 1520400 SH Sole 1165200 355200 SUNCOR ENERGY INC COM 867229106 28775 1295595 SH Sole 1171895 123700 SUPERIOR ENERGY SVCS COM 868157108 15182 1177833 SH Sole 836783 341050 SVB FINANCIAL GROUP COM 78486Q101 7995 399550 SH Sole 390250 9300 SYNGENTA AG SPONSORED ADR COM 87160A100 74500 1857401 SH Sole 1687201 170200 TARGET CORP COM 87612E106 69455 2019616 SH Sole 1839666 179950 TEXAS CAPITAL BNCSHRS COM COM 88224Q107 9627 854970 SH Sole 607020 247950 THERMO FISHER SCIENTIFIC INC COM 883556102 121460 3405096 SH Sole 3112916 292180 TIVO INC COM 888706108 382 54200 SH Sole 54200 TJX COS INC COM 872540109 7175 279850 SH Sole 272550 7300 TOWER GROUP INC COM 891777104 25862 1050020 SH Sole 744620 305400 TRANSDIGM GROUP INC COM 893641100 17496 532750 SH Sole 377300 155450 TYSON FOODS INC CL A COM 902494103 1546 164600 SH Sole 164600 UNITED THERAPEUTIC COM 91307C102 36637 554355 SH Sole 425755 128600 VERIFONE HLDGS INC COM 92342Y109 24514 3605000 SH Sole 2656650 948350 VERINT SYS INC COM 92343X100 3022 863372 SH Sole 606049 257323 VERISIGN INC COM 92343E102 23377 1238850 SH Sole 878750 360100 VERTEX PHARMACEUTICALS COM 92532F100 64357 2240070 SH Sole 1873220 366850 VISTAPRINT LIMITED SHS COM G93762204 7053 256550 SH Sole 249850 6700 VNUS MED TECNOLOGIES COM 928566108 447 21000 SH Sole 21000 WABTEC CORP COM 929740108 2110 79988 SH Sole 79988 WAL MART STORES INC COM 931142103 93324 1791254 SH Sole 1632954 158300 WASTE CONNECTIONS INC COM 941053100 499 19400 SH Sole 18050 1350 WATSCO INC COM 942622200 18545 544957 SH Sole 402357 142600 WEATHERFORD INTL LTD COM H27013103 90565 8181130 SH Sole 7503634 677496 WESCO INTL INC COM 95082P105 18523 1022260 SH Sole 726500 295760 WYETH COM 983024100 146310 3399396 SH Sole 3128480 270916 XILINX INC COM 983919101 27964 1459500 SH Sole 1034650 424850 YAHOO INC COM 984332106 63264 4938659 SH Sole 4490759 447900 ZIX CORP COM COM 98974P100 89 87200 SH Sole 87200 REPORT SUMMARY DATA OTHER MANAGERS ON WHOSE BEHALF REPORT IS 239 RECORDS 7,032,540 0 FILED
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