-----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, TCldhDAzTzsmHJJ9Y8bllqqyO+VkvTR2E/Zs4TIfY5s+dxPX8jIGOvnqpQ3zKTb/ d/GLS+9cWD7zWTRnxXDBXg== 0001354488-10-002471.txt : 20100811 0001354488-10-002471.hdr.sgml : 20100811 20100811141337 ACCESSION NUMBER: 0001354488-10-002471 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100811 DATE AS OF CHANGE: 20100811 EFFECTIVENESS DATE: 20100811 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: 101007516 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 wcmc_13f-hr.txt 2ND QUARTERLY REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2010 ------------- 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 August 11, 2010 - ----------------- --------------------- --------------- [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: 283 --------------------------- Form 13F Information Table Value Total: 10,014,097 --------------------------- (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 30-Jun-10
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- ----- --------- -------- ------- --- ---- ------- -------- ------- ------ ------- 3M CO COM 88579Y101 153 1943 SH Sole 243 1700 ABBOTT LABS COM 002824100 401 8565 SH Sole 7225 1340 ACCENTURE LTD BERMUDA CL A COM G1151C101 1064 27540 SH Sole 22145 5395 ACORDA THERAPEUTICS COM COM 00484M106 42116 1353785 SH Sole 1003785 350000 ACTIVISION BLIZZARD IN COM 00507V109 123 11735 SH Sole 11735 ACXIOM CORP COM COM 005125109 19158 1304185 SH Sole 872375 431810 ADOBE SYS INC COM 00724F101 73543 2782561 SH Sole 2384391 398170 AEGEAN MARINE PETROLEU SHS COM Y0017S102 21731 1087660 SH Sole 746745 340915 AETNA INC NEW COM 00817Y108 97856 3709471 SH Sole 3183806 525665 AIR PRODS & CHEMS INC COM 009158106 107146 1653238 SH Sole 1410963 242275 AKAMAI TECHNOLOGIES COM 00971T101 28952 713632 SH Sole 672882 40750 ALCON INC SHS COM H01301102 109841 741217 SH Sole 640937 100280 ALEXION PHARMACEUTICAL COM 015351109 121885 2381027 SH Sole 1580895 800132 ALLIANCE DATA SYS CORP COM 018581108 67568 1135222 SH Sole 820430 314792 ALLIANCEBERNSTEIN HLDG UNIT LT COM 01881G106 307 11900 SH Sole 11900 ALLOS THERAPEUTICS INC COM COM 019777101 19393 3163650 SH Sole 2342450 821200 ALPHA NAT RES INC COM 02076X102 27319 806591 SH Sole 540055 266536 ALTERA CORP COM 021441100 36935 1488729 SH Sole 947300 541429 AMAZON COM INC COM 023135106 86611 792708 SH Sole 670193 122515 AMERICAN PUBLIC ED INC COM 02913V103 20287 464236 SH Sole 310325 153911 AMERIPRISE FINL INC COM 03076C106 15363 425220 SH Sole 394030 31190 AMERN EAGLE OUTFIT NEW COM COM 02553E106 28577 2432117 SH Sole 1547248 884869 AMETEK INC COM 031100100 65774 1638205 SH Sole 1237560 400645 AMYLIN PHARMACEUTICALS COM 032346108 34715 1846540 SH Sole 1306495 540045 APPLE COMPUTER INC COM 037833100 260373 1035156 SH Sole 884791 150365 APPLIED MATLS INC COM 038222105 257 21400 SH Sole 21400 ARTHROCARE CORP COM COM 043136100 43770 1428075 SH Sole 1066210 361865 AT&T CORP COM 00206R102 383 15840 SH Sole 15840 ATLAS PIPELINE PRTNS UNIT L P COM 049392103 168 17400 SH Sole 17400 ATMI INC COM 00207R101 13924 951076 SH Sole 660313 290763 AUTODESK INC COM 052769106 23485 964085 SH Sole 908025 56060 AUTOMATIC DATA PROCESS COM 053015103 324 8050 SH Sole 8050 BANK N S HALIFAX COM COM 064149107 326 7075 SH Sole 7075 BANK NEW YORK INC COM 064058100 68935 2792016 SH Sole 2358641 433375 BANK OF AMERICA CORP COM 060505104 349 24300 SH Sole 24300 BE AEROSPACE INC COM 073302101 63871 2511648 SH Sole 1708917 802731 BED BATH & BEYOND INC COM 075896100 23803 641933 SH Sole 602403 39530 BERKSHIRE HATHAWAY INC CL B COM 084670702 518 6500 SH Sole 6500 BIO RAD LABS INC CL A COM 090572207 216 2500 SH Sole 2500 BMC SOFTWARE INC COM 055921100 58701 1695078 SH Sole 1228058 467020 BRISTOL MYERS SQUIBB COM 110122108 5685 227950 SH Sole 227950 BROCADE COMMUNCTNS SYS COM 111621306 57395 11123010 SH Sole 7955110 3167900 BUCYRUS INTL INC NEW COM 118759109 1979 41700 SH Sole 41700 CADENCE DESIGN SYS INC COM 127387108 21054 3636296 SH Sole 2480420 1155876 CAVIUM NETWORKS INC COM COM 14965A101 24468 934268 SH Sole 625330 308938 CELANESE CORP DEL COM SER A COM 150870103 40064 1608333 SH Sole 1136183 472150 CELERA CORP COM 15100E106 1125 171750 SH Sole 171750 CELGENE CORP COM 151020104 171523 3375109 SH Sole 2903304 471805 CHECK POINT SOFTWARE COM M22465104 48077 1630820 SH Sole 1117720 513100 CHEVRON CORP COM 166764100 542 7985 SH Sole 7185 800 CHICOS FAS INC COM 168615102 19769 2000880 SH Sole 1385330 615550
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- ----- --------- -------- ------- --- ---- ------- -------- ------- ------ ------- CHUBB CORP COM 171232101 285 5704 SH Sole 5704 CHURCH & DWIGHT INC COM 171340102 37318 595083 SH Sole 374700 220383 CISCO SYS INC COM 17275R102 168023 7884692 SH Sole 6765407 1119285 CITIGROUP INC COM 172967101 265 70547 SH Sole 60547 10000 CITRIX SYS INC COM 177376100 38113 902500 SH Sole 594975 307525 CLARCOR INC COM COM 179895107 22475 632755 SH Sole 425910 206845 COACH INC COM 189754104 17538 479826 SH Sole 444496 35330 COCA COLA CO COM 191216100 839 16730 SH Sole 9025 7705 COLFAX CORP COM 194014106 19699 1892354 SH Sole 1269935 622419 COLGATE PALMOLIVE CO COM 194162103 822 10437 SH Sole 5437 5000 COLLECTIVE BRANDS INC COM 19421W100 17220 1089870 SH Sole 729220 360650 COMMUNITY HLTH SYS COM 203668108 40497 1197772 SH Sole 785402 412370 COMPASS MINLS INTL INC COM 20451N101 47077 669845 SH Sole 426175 243670 CONSOL ENERGY INC COM 20854P109 83250 2465927 SH Sole 1833742 632185 COOPER INDS LTD CL A COM G24140108 23459 533155 SH Sole 496110 37045 CORNING INC COM 219350105 60600 3752315 SH Sole 3300915 451400 COVENTRY HEALTH CARE COM 222862104 29558 1671825 SH Sole 1062525 609300 COVIDIEN PLC COM G2554F105 114871 2858911 SH Sole 2476821 382090 CRANE CO COM COM 224399105 31916 1056455 SH Sole 643155 413300 CREDICORP LTD COM COM G2519Y108 39282 432189 SH Sole 275735 156454 CROWN HOLDINGS INC COM 228368106 65321 2608680 SH Sole 1869550 739130 CTRIP COM INTL LTD ADR COM 22943F100 41216 1097346 SH Sole 702046 395300 CUBIST PHARMACEUTICALS COM 229678107 3558 172700 SH Sole 172700 CURIS INC COM COM 231269101 183 132000 SH Sole 132000 CVS CAREMARK CORP COM COM 126650100 2614 89150 SH Sole 71150 18000 CYNOSURE INC CL A COM 232577205 323 30000 SH Sole 30000 CYTOKINETICS INC COM COM 23282W100 255 107500 SH Sole 107500 DANAHER CORP DEL COM 235851102 445 12000 SH Sole 12000 DEERE & CO COM 244199105 5278 94800 SH Sole 85100 9700 DELTA AIR LINES INC COM 247361702 13625 1159550 SH Sole 1065850 93700 DENBURY RES INC COM 247916208 53436 3649980 SH Sole 2575340 1074640 DENDREON CORP COM 24823Q107 16362 506078 SH Sole 477578 28500 DEXCOM INC COM 252131107 728 63000 SH Sole 63000 DIONEX CORP COM 254546104 22260 298950 SH Sole 208182 90768 DIRECTV GROUP INC COM 25490A101 325 9571 SH Sole 9571 DISCOVER FINL SVCS COM 254709108 18181 1300520 SH Sole 1206000 94520 DISCOVERY COMMUN NEW SER A COM 25470F104 14182 397135 SH Sole 367820 29315 DISNEY WALT CO DISNEY COM 254687106 123822 3930870 SH Sole 3329842 601028 DOLLAR TREE STORES COM 256746108 202 4841 SH Sole 4841 DOVER CORP COM 260003108 30435 728295 SH Sole 674945 53350 E M C CORP MASS COM 268648102 98040 5357395 SH Sole 4603935 753460 EAST WEST BANCORP INC COM 27579R104 30653 2010055 SH Sole 1350080 659975 EATON VANCE CORP NON VTG COM 278265103 3959 143394 SH Sole 143394 ECOLAB INC COM 278865100 12770 284350 SH Sole 263650 20700 ELAN PLC ADR COM 284131208 73102 16244946 SH Sole 3213781 3031165 EMERSON ELEC CO COM 291011104 137665 3150947 SH Sole 2667075 483872 EMULEX CORP COM 292475209 7041 767043 SH Sole 514230 252813 ENSCO PLC COM 29358Q109 70360 1791250 SH Sole 1239550 551700 EQUINIX INC COM 29444U502 268 3295 SH Sole 3295 ERESEARCHTECHNOLOGY COM 29481V108 407 51600 SH Sole 51600 EV3 INC COM 26928A200 40354 1800697 SH Sole 1204900 595797
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- ----- --------- -------- ------- --- ---- ------- -------- ------- ------ ------- EXPRESS SCRIPTS INC COM 302182100 231 4908 SH Sole 4908 EXTERRAN HOLDINGS COM 30225X103 72866 2823153 SH Sole 1863045 960108 EXXON MOBIL CORP COM 30231G102 1389 24343 SH Sole 15765 8578 EZCHIP SEMICONDUCTOR L ORD COM M4146Y108 20462 1169259 SH Sole 895884 273375 FEDEX CORP COM 31428X106 91434 1304156 SH Sole 1109196 194960 FOSSIL INC COM COM 349882100 31172 898315 SH Sole 570760 327555 FX ENERGY INC COM COM 302695101 232 64100 SH Sole 64100 GARDNER DENVER INC COM 365558105 23733 532240 SH Sole 370570 161670 GARTNER INC COM COM 366651107 13219 568546 SH Sole 527041 41505 GENERAL ELEC CO COM 369604103 560 38824 SH Sole 18424 20400 GENMARK DIAGNOSTICS INC COM 372309104 882 199631 SH Sole 199631 GENTEX CORP COM 371901109 42584 2368412 SH Sole 1509036 859376 GEO GROUP INC COM 36159R103 31891 1536930 SH Sole 1027730 509200 GILEAD SCIENCES INC COM 375558103 10493 306100 SH Sole 279190 26910 GLOBAL PMTS INC COM COM 37940X102 13584 371765 SH Sole 344345 27420 GOLDCORP INC NEW COM COM 380956409 5169 117870 SH Sole 97350 20520 GOODRICH CORP COM 382388106 119348 1801475 SH Sole 1549255 252220 GOOGLE INC COM 38259P508 174880 393034 SH Sole 336474 56560 GREENHILL & CO INC COM 395259104 31485 515055 SH Sole 343810 171245 GREIF INC CL A COM 397624107 14231 256230 SH Sole 237500 18730 GRUPO TELEVISA SA DE SP ADR RE COM 40049J206 326 18700 SH Sole 18700 GT SOLAR INTL INC COM COM 3623E0209 225 40100 SH Sole 40100 HALLIBURTON CO COM 406216101 102613 4179756 SH Sole 3561599 618157 HEALTH MGMT ASSOC INC CL A COM 421933102 33243 4278433 SH Sole 2933720 1344713 HEARTWARE INTL INC COM COM 422368100 266 3800 SH Sole 3800 HEINZ H J CO COM 423074103 333 7700 SH Sole 7700 HEWLETT PACKARD CO COM 428236103 90924 2100832 SH Sole 1802868 297964 HEXCEL CORP NEW COM 428291108 24698 1592400 SH Sole 1115500 476900 HIBBETT SPORTS INC COM 428567101 35387 1476908 SH Sole 940665 536243 HIGHER ONE HOLDINGS INC COM 42983D104 14572 1004965 SH Sole 669500 335465 HILL ROM HOLDINGS INC COM 431475102 50986 1675515 SH Sole 1102054 573461 HONEYWELL INTL INC COM 438516106 107026 2742141 SH Sole 2360666 381475 HOSPITALITY PPTYS TR COM SH BE COM 44106M102 32808 1554875 SH Sole 986950 567925 HOUSTON WIRE & CBL CO COM COM 44244K109 142 13100 SH Sole 13100 HUMAN GENOME SCIENCES COM 444903108 3184 140503 SH Sole 140503 HUMANA INC COM 444859102 405 8860 SH Sole 8860 HUNTINGTON BANCSHARES COM 446150104 25906 4676174 SH Sole 2983618 1692556 HURON CONSULTING GROUP COM 447462102 10832 558040 SH Sole 373650 184390 ICON PUB LTD CO ADR COM 45103T107 3832 132650 SH Sole 132650 IDEX CORP COM 45167R104 60848 2129800 SH Sole 1591745 538055 IDEXX LABS INC COM 45168D104 49671 815620 SH Sole 518700 296920 ILLUMINA INC COM 452327109 85094 1954836 SH Sole 1562186 392650 IMMUCOR INC COM 452526106 28779 1510694 SH Sole 1010391 500303 INFORMATICA CORP COM 45666Q102 22066 924025 SH Sole 624235 299790 INSPIRE PHARMACEUTICAL COM COM 457733103 2472 495350 SH Sole 495350 INTEGRATED DEVICE TECH COM 458118106 849 171600 SH Sole 171600 INTEL CORP COM 458140100 89293 4590881 SH Sole 3925157 665724 INTERNATIONAL BUS MACH COM 459200101 140233 1135675 SH Sole 971605 164070 INTL COAL GRP INC NEW COM COM 45928H106 18246 4739300 SH Sole 3167000 1572300 ISHARES TR RUSL 2000 GROW COM 464287648 11144 167400 SH Sole 167400 J CREW GROUP INC COM COM 46612H402 23232 631126 SH Sole 424035 207091 JAGUAR MNG INC COM COM 47009M103 16189 1833390 SH Sole 1230190 603200
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- ----- --------- -------- ------- --- ---- ------- -------- ------- ------ ------- JOHNSON & JOHNSON COM 478160104 5054 85575 SH Sole 71675 13900 JOY GLOBAL INC COM 481165108 3769 75250 SH Sole 63550 11700 JPMORGAN & CHASE & CO COM 46625H100 123245 3366436 SH Sole 2851261 515175 K12 INC COM COM 48273U102 23467 1058041 SH Sole 721591 336450 KAMAN CORP COM COM 483548103 204 9200 SH Sole 9200 KIMBERLY CLARK CORP COM 494368103 421 6950 SH Sole 5950 1000 KINETIC CONCEPTS INC COM 49460W208 2875 78750 SH Sole 78750 KOHLS CORP COM 500255104 94566 1990863 SH Sole 1686557 304306 LAM RESEARCH CORP COM 512807108 13684 359550 SH Sole 334150 25400 LANDSTAR SYS INC COM 515098101 33171 850750 SH Sole 543200 307550 LEAR CORP COM 521865204 19904 300665 SH Sole 278875 21790 LEGGETT & PLATT INC COM 524660107 433 21600 SH Sole 21600 LEXICON PHARMACEUTICAL COM 528872104 980 765823 SH Sole 765823 LIFE TECHNOLOGIES CORP COM 53217V109 72769 1540090 SH Sole 1169630 370460 LILLY ELI & CO COM 532457108 5419 161750 SH Sole 161550 200 LSI LOGIC CORP COM 502161102 57970 12602211 SH Sole 9465211 3137000 MARVELL TECH GROUP LTD COM G5876H105 84259 5346383 SH Sole 4537883 808500 MASIMO CORP COM 574795100 38621 1622036 SH Sole 1142486 479550 MASSEY ENERGY CORP COM 576206106 80855 2956316 SH Sole 2199701 756615 MASTERCARD INC COM 57636Q104 262 1312 SH Sole 1312 MATTEL INC COM 577081102 473 22350 SH Sole 22350 MCDERMOTT INTL INC COM COM 580037109 223 10275 SH Sole 10275 MCKESSON CORP COM 58155Q103 4586 68280 SH Sole 68280 MEDNAX INC COM 58502B106 20044 360435 SH Sole 241185 119250 MEDTRONIC INC COM 585055106 348 9598 SH Sole 6500 3098 MERCK & CO INC COM 58933Y105 695 19881 SH Sole 8338 11543 METABOLIX INC COM 591018809 5243 366400 SH Sole 366400 METTLER TOLEDO INTL COM 592688105 62417 559140 SH Sole 400470 158670 MFA FINANCIAL INC COM COM 55272X102 382 51600 SH Sole 51600 MICROSOFT CORP COM 594918104 131643 5721134 SH Sole 4859523 861611 MILLIPORE CORP COM 601073109 224 2100 SH Sole 2100 MORGAN STANLEY COM NEW COM 617446448 241 10400 SH Sole 10400 MSC INDL DIRECT INC CL A COM 553530106 20092 396595 SH Sole 367695 28900 MSCI INC CL A COM 55354G100 31080 1134297 SH Sole 722510 411787 NATIONAL OILWELL VARCO COM 637071101 138845 4198531 SH Sole 3634228 564303 NATIONWIDE HEALTH PPTY COM 638620104 215 6000 SH Sole 6000 NAVIGANT CONSULTING COM 63935N107 23528 2266693 SH Sole 1444995 821698 NET 1 UEPS TECHS INC NEW COM 64107N206 18233 1359653 SH Sole 937268 422385 NETFLIX COM INC COM 64110L106 35117 323212 SH Sole 237834 85378 NEWMONT MINING CORP COM 651639106 123 2000 SH Sole 2000 NICE SYS LTD ADR COM 653656108 28335 1111620 SH Sole 1040970 70650 NII HLDGS INC CL B NEW COM 62913F201 56762 1745457 SH Sole 1250960 494497 NIKE INC CL B COM 654106103 128601 1903783 SH Sole 1632783 271000 NMT MED INC COM 629294109 53 101539 SH Sole 101539 NORTHERN TR CORP COM 665859104 565 12096 SH Sole 12096 NUANCE COMMUNICATIONS COM 67020Y100 112510 7525725 SH Sole 5253835 2271890 NYSE EURONEXT COM 629491101 16493 596910 SH Sole 553890 43020 O REILLY AUTOMOTIVE COM 686091109 38116 801433 SH Sole 511465 289968 OCCIDENTAL PETE CP COM 674599105 56240 728966 SH Sole 615186 113780 OCLARO INC COM NEW COM 67555N206 14961 1349098 SH Sole 901950 447148 OIL STS INTL INC COM 678026105 14156 357645 SH Sole 239195 118450
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- ----- --------- -------- ------- --- ---- ------- -------- ------- ------ ------- OMEGA HEALTHCARE INVS COM 681936100 19436 975190 SH Sole 652490 322700 ON ASSIGNMENT INC COM 682159108 139 27600 SH Sole 27600 ON SEMICONDUCTOR CORP COM 682189105 44198 6927585 SH Sole 5078985 1848600 ORACLE CORP COM 68389X105 158594 7390203 SH Sole 6313739 1076464 ORTHOFIX INTL N V COM N6748L102 22872 713626 SH Sole 476790 236836 OTIX GLOBAL INC COM COM 68906N101 354 88439 SH Sole 88439 PALL CORP COM 696429307 330 9600 SH Sole 9600 PEABODY ENERGY CORP COM 704549104 132291 3380816 SH Sole 2867491 513325 PEPSICO INC COM 713448108 145176 2381887 SH Sole 2041774 340113 PFIZER INC COM 717081103 3619 253756 SH Sole 246133 7623 POLYCOM INC COM 73172K104 15592 523413 SH Sole 350495 172918 POLYPORE INTL INC COM COM 73179V103 216 9500 SH Sole 9500 PRECISION CASTPARTS CP COM COM 740189105 21043 204455 SH Sole 189425 15030 PROCTER & GAMBLE CO COM 742718109 1052 17539 SH Sole 15539 2000 PURECYCLE CORP COM NEW COM 746228303 222 79300 SH Sole 79300 QUALCOMM INC COM 747525103 117834 3588113 SH Sole 3074543 513570 QUEST SOFTWARE INC COM 74834T103 33682 1867087 SH Sole 1310487 556600 QUIDEL CORP COM 74838J101 4393 346150 SH Sole 346150 RALCORP HLDGS INC NEW COM COM 751028101 64551 1177930 SH Sole 876620 301310 RBC BEARINGS INC COM COM 75524B104 2983 102907 SH Sole 102907 RED HAT INC COM 756577102 49909 1724555 SH Sole 1324335 400220 ROPER INDS INC COM 776696106 18766 335350 SH Sole 310850 24500 ROWAN COS INC COM 779382100 29603 1349262 SH Sole 922562 426700 RPM INTL INC COM 749685103 304 17050 SH Sole 17050 SALESFORCE COM INC COM 79466L302 52672 613747 SH Sole 460097 153650 SANTARUS INC COM 802817304 17206 6938053 SH Sole 5099973 1838080 SAVVIS INC COM NEW COM 805423308 19846 1345468 SH Sole 922481 422987 SCHLUMBERGER LTD COM 806857108 516 9318 SH Sole 5368 3950 SCIENTIFIC GAMES CORP CL A COM 80874P109 31209 3392265 SH Sole 2164415 1227850 SCOTTS MIRACLE GRO CO CL A COM 810186106 13101 295005 SH Sole 273355 21650 SHIRE PLC COM 82481R106 34267 558279 SH Sole 523254 35025 SKILLED HEALTHCARE GRO CL A COM 83066R107 17444 2569058 SH Sole 1891062 677996 SKYWORKS SOLUTIONS INC COM 83088M102 14410 858255 SH Sole 571995 286260 SOLARWINDS INC COM COM 83416B109 23450 1461957 SH Sole 1009040 452917 SONIC CORP COM 835451105 5437 701611 SH Sole 471720 229891 STEWART ENTERPRISES CL A COM 860370105 25264 4669809 SH Sole 3282909 1386900 STIFEL FINL CORP COM COM 860630102 1401 32300 SH Sole 32300 STRAYER ED INC COM 863236105 15679 75422 SH Sole 69862 5560 STREETTRACKS GOLD TR GOLD SHS COM 78463V107 365 3000 SH Sole 3000 SUN HEALTHCARE GROUP COM 866933401 24673 3053544 SH Sole 2196694 856850 SUNCOR ENERGY INC COM 867224107 97535 3313019 SH Sole 2806519 506500 SUPERIOR ENERGY SVCS COM 868157108 26355 1411636 SH Sole 943566 468070 SYNGENTA AG SPONSORED ADR COM 87160A100 97204 2120044 SH Sole 1819811 300233 TARGET CORP COM 87612E106 131339 2671122 SH Sole 2285452 385670 TEAM HEALTH HOLDINGS, INC COM 87817A107 12083 935245 SH Sole 625705 309540 TENET HEALTHCARE CORP COM 88033G100 4467 1029150 SH Sole 1029150 TENNECO AUTOMOTIVE INC COM 880349105 41415 1966511 SH Sole 1405175 561336 TEVA PHARMACEUTCL INDS ADR COM 881624209 100341 1930003 SH Sole 1704963 225040 THERMO FISHER SCIENTIFIC INC COM 883556102 141480 2884400 SH Sole 2463945 420455 TJX COS INC COM 872540109 13408 319625 SH Sole 296725 22900 TRIUMPH GROUP INC NEW COM COM 896818101 22785 341970 SH Sole 228420 113550
Voting Authority ---------------- Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - -------------- ----- --------- -------- ------- --- ---- ------- -------- ------- ------ ------- TUTOR PERINI CORP COM 901109108 14613 886685 SH Sole 593085 293600 TYCO INTERNATIONAL LTD COM H89128104 328 9300 SH Sole 9300 UNITED TECHNOLOGIES CP COM 913017109 90637 1396343 SH Sole 1209898 186445 UNITED THERAPEUTIC COM 91307C102 60655 1242676 SH Sole 990076 252600 UNITEDHEALTH GROUP INC COM 91324P102 834 29350 SH Sole 15950 13400 URBAN OUTFITTERS INC COM 917047102 26162 760730 SH Sole 718395 42335 VANCEINFO TECH INC ADR COM 921564100 11611 498775 SH Sole 334720 164055 VARIAN MED SYS INC COM 92220P105 23183 443446 SH Sole 410696 32750 VERIFONE SYSTEMS INC COM 92342Y109 3099 163700 SH Sole 163700 VERISIGN INC COM 92343E102 42848 1613855 SH Sole 1025705 588150 VERIZON COMMUNICATIONS COM 92343V104 361 12900 SH Sole 12900 VERTEX PHARMACEUTICALS COM 92532F100 36417 1106899 SH Sole 1047374 59525 VIACOM INC CL B COM 92553P201 79827 2544694 SH Sole 2168249 376445 VISA COM 92826C839 87895 1242329 SH Sole 1052328 190001 VITAMIN SHOPPE INC COM COM 92849E101 16179 630747 SH Sole 439200 191547 WABCO HLDGS INC COM COM 92927K102 21871 694771 SH Sole 462655 232116 WADDELL & REED FINL CL A COM 930059100 43513 1988695 SH Sole 1382115 606580 WAL MART STORES INC COM 931142103 97949 2037642 SH Sole 1711197 326445 WARNER CHILCOTT PLC IR SHS A COM G94368100 154435 6758658 SH Sole 5926183 832475 WASTE CONNECTIONS INC COM 941053100 41510 1189727 SH Sole 758405 431322 WATSCO INC COM 942622200 17799 307302 SH Sole 224802 82500 WEATHERFORD INTL LTD COM H27013103 109415 8326841 SH Sole 7212313 1114528 WELLPOINT HLT NETW COM 94973V107 5270 107695 SH Sole 107695 WELLS FARGO & CO COM 949746101 211 8240 SH Sole 8240 WESCO INTL INC COM 95082P105 29006 861483 SH Sole 550548 310935 WMS INDS INC COM 929297109 33810 861392 SH Sole 540710 320682 YAMANA GOLD INC COM COM 98462Y100 25628 2488150 SH Sole 2300950 187200
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