0000919574-15-004187.txt : 20150515 0000919574-15-004187.hdr.sgml : 20150515 20150515092359 ACCESSION NUMBER: 0000919574-15-004187 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JACOBS LEVY EQUITY MANAGEMENT, INC CENTRAL INDEX KEY: 0000884414 IRS NUMBER: 222774695 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03059 FILM NUMBER: 15865875 BUSINESS ADDRESS: STREET 1: 100 CAMPUS DRIVE STREET 2: P.O. BOX 650 CITY: FLORHAM PARK STATE: NJ ZIP: 07932 BUSINESS PHONE: 9734109222 MAIL ADDRESS: STREET 1: 100 CAMPUS DRIVE STREET 2: P.O. BOX 650 CITY: FLORHAM PARK STATE: NJ ZIP: 07932 FORMER COMPANY: FORMER CONFORMED NAME: JACOBS LEVY EQUITY MANAGEMENT INC DATE OF NAME CHANGE: 19990324 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000884414 XXXXXXXX 03-31-2015 03-31-2015 false JACOBS LEVY EQUITY MANAGEMENT, INC
100 Campus Drive P.O. Box 650 Florham Park NJ 07932
13F COMBINATION REPORT 028-03059 0000721204 028-01190 RUSSELL FRANK CO/ N
Kenneth N. Levy Vice President 973-410-9222 /s/ Kenneth N. Levy Florham Park NJ 05-15-2015 0 776 5875369
INFORMATION TABLE 2 infotable.xml AARON RENTS INC COM 002535300 742 26200 SH SOLE 26200 0 0 ABBOTT LABS COM 002824100 30216 652190 SH SOLE 528190 0 124000 ABBVIE INC COM 00287Y109 59263 1012350 SH SOLE 727250 0 285100 ACCENTURE PLC IRELAND COM G1151C101 1780 18999 SH SOLE 12690 0 6309 ACORDA THERAPEUTICS INC COM 00484M106 2247 67520 SH SOLE 67520 0 0 ACTIVE POWER INC COM 00504W308 71 32318 SH SOLE 32318 0 0 ACUITY BRANDS INC COM 00508Y102 2955 17570 SH SOLE 17570 0 0 ACURA PHARMACEUTICALS INC CO COM 00509L703 31 39700 SH SOLE 39700 0 0 ADAMAS PHARMACEUTICALS COM 00548A106 338 19300 SH SOLE 19300 0 0 ADAMS RES & ENERGY INC COM 006351308 219 3262 SH SOLE 3262 0 0 ADTRAN INC COM 00738A106 3748 200731 SH SOLE 187431 0 13300 ADVANCE AUTO PARTS COM 00751Y106 3449 23040 SH SOLE 15650 0 7390 AECOM COM 00766T100 727 23600 SH SOLE 3100 0 20500 AEROVIROMENT INC COM COM 008073108 285 10733 SH SOLE 10733 0 0 AETNA COM 00817Y108 25644 240720 SH SOLE 147800 0 92920 AFFILIATED MANAGERS GROUP COM 008252108 29096 135467 SH SOLE 101917 0 33550 AFFYMETRIX INC COM 00826T108 3189 253939 SH SOLE 253939 0 0 AFLAC INC COM 001055102 1538 24030 SH SOLE 24030 0 0 AG MORTGAGE INVESTMENT TRUST COM 001228105 215 11415 SH SOLE 11415 0 0 AGCO CORP COM 001084102 4884 102520 SH SOLE 87520 0 15000 AGILENT TECHNOLOGIES COM 00846U101 2514 60500 SH SOLE 60500 0 0 AH BELO CORP COM 001282102 483 58727 SH SOLE 58727 0 0 AIR LEASE CORP COM 00912X302 936 24800 SH SOLE 4100 0 20700 AKORN INC COM 009728106 311 6540 SH SOLE 6540 0 0 ALASKA AIR COM 011659109 2858 43190 SH SOLE 43190 0 0 ALASKA COMMUNICATIONS SYS GR COM 01167P101 149 88867 SH SOLE 88867 0 0 ALCOA INC COM 013817101 14588 1129085 SH SOLE 949970 0 179115 ALEXION PHARMACEUTICALS INC COM 015351109 25789 148809 SH SOLE 94149 0 54660 ALEXZA PHARMACEUTICALS INC C COM 015384209 109 52753 SH SOLE 52753 0 0 ALKERMES PLC SHS COM G01767105 902 14800 SH SOLE 14800 0 0 ALLEGIANT TRAVEL CO COM 01748X102 3813 19827 SH SOLE 17367 0 2460 ALLSCRIPTS HEALTHCARE SOLUTION COM 01988P108 987 82550 SH SOLE 82550 0 0 ALLY FINL INC COM 02005N100 17213 820426 SH SOLE 640216 0 180210 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 777 7440 SH SOLE 7440 0 0 ALPHA & OMEGA SEMICON COM G6331P104 545 61135 SH SOLE 61135 0 0 ALPHATEC HOLDINGS INC COM COM 02081G102 142 98208 SH SOLE 98208 0 0 ALTRIA GROUP INC COM 02209S103 26066 521106 SH SOLE 464206 0 56900 AMAZON COM INC COM 023135106 64209 172559 SH SOLE 124999 0 47560 AMC ENTERTAINMENT COM 00165C104 3570 100587 SH SOLE 73087 0 27500 AMC NETWORKS INC COM 00164V103 7499 97846 SH SOLE 73046 0 24800 AMDOCS LTD ORD COM G02602103 1365 25097 SH SOLE 25097 0 0 AMER FINL GROUP COM 025932104 390 6080 SH SOLE 6080 0 0 AMERICAN AIRLS GROUP INC COM COM 02376R102 18645 353266 SH SOLE 292920 0 60346 AMERICAN AXLE & MFG HLDGS COM 024061103 641 24800 SH SOLE 24800 0 0 AMERICAN CAMPUS CMNTYS INC COM 024835100 1599 37310 SH SOLE 37310 0 0 AMERICAN EAGLE OUTFITTERS COM 02553E106 521 30500 SH SOLE 30500 0 0 AMERICAN ELEC POWER COM 025537101 1904 33850 SH SOLE 27250 0 6600 AMERICAN EQTY INVT LIFE H COM 025676206 2143 73570 SH SOLE 73570 0 0 AMERICAN EXPRESS CO COM 025816109 37314 477651 SH SOLE 318910 0 158741 AMERICAN INTL GROUP COM 026874784 15235 278060 SH SOLE 254160 0 23900 AMERICAN SUPERCONDUCTOR COM 030111207 426 66197 SH SOLE 62159 0 4038 AMERICAN TOWER REIT COM 03027X100 29951 318120 SH SOLE 225720 0 92400 AMERICAN WOODMARK CORP COM 030506109 314 5730 SH SOLE 5730 0 0 AMERIPRISE FINANCIAL INC COM 03076C106 24256 185386 SH SOLE 137166 0 48220 AMERISAFE INC COM 03071H100 536 11590 SH SOLE 11590 0 0 AMERISOURCEBERGEN CORP COM 03073E105 44800 394127 SH SOLE 294320 0 99807 AMGEN INC COM 031162100 75324 471217 SH SOLE 339095 0 132122 AMKOR TECHNOLOGY INC COM 031652100 2684 303845 SH SOLE 286845 0 17000 AMTRUST FINANCIAL SERVICES C COM 032359309 691 12130 SH SOLE 12130 0 0 ANADIGICS INC COM 032515108 86 63400 SH SOLE 63400 0 0 ANDERSONS INC COM 034164103 914 22099 SH SOLE 22099 0 0 ANIXTER INTL INC COM 035290105 536 7040 SH SOLE 7040 0 0 ANTERO RESOURCES CORP SHS COM 03674X106 830 23490 SH SOLE 23490 0 0 ANTHERA PHARMACEUTICALS COM 03674U201 181 40500 SH SOLE 40500 0 0 AON PLC SHS CL A COM G0408V102 44435 462290 SH SOLE 347979 0 114311 APOLLO RESIDENTIAL MTG INC C COM 03763V102 881 55230 SH SOLE 32430 0 22800 APPLE COMPUTER INC COM 037833100 217801 1750387 SH SOLE 1288697 0 461690 APPLIED IND'L TECH COM 03820C105 368 8120 SH SOLE 8120 0 0 APPLIED MICRO CIRCUITS COM 03822W406 794 155601 SH SOLE 92700 0 62901 APTARGROUP INC COM 038336103 3968 62465 SH SOLE 57865 0 4600 AQUA AMERICA INC COM 03836W103 1526 57907 SH SOLE 57907 0 0 ARAMARK HOLDINGS CORPORATION COM 03852U106 2487 78630 SH SOLE 47730 0 30900 ARBOR RLTY TR INC COM COM 038923108 113 16164 SH SOLE 16164 0 0 ARCBEST CORP COM 03937C105 1207 31850 SH SOLE 31850 0 0 ARCH CAP GROUP LTD COM G0450A105 14572 236553 SH SOLE 177253 0 59300 ARCHER DANIELS COM 039483102 29010 612026 SH SOLE 451926 0 160100 ARLINGTON ASSET INVT CORP CL A COM 041356205 1074 44620 SH SOLE 23020 0 21600 ARMADA HOFFLER PPTYS INC COM 04208T108 131 12300 SH SOLE 12300 0 0 ARQULE INC COM 04269E107 743 331836 SH SOLE 331836 0 0 ARRAY BIOPHARMA INC COM 04269X105 203 27500 SH SOLE 27500 0 0 ASCENT MEDIA CORP-A COM 043632108 1223 30729 SH SOLE 24549 0 6180 ASHFORD HOSPITALITY PRME INC COM 044102101 523 31193 SH SOLE 28193 0 3000 ASHFORD HOSPITALITY TR INC COM 044103109 1888 196248 SH SOLE 165208 0 31040 ASPEN INSURANCE HOLDINGS LT COM G05384105 7214 152746 SH SOLE 141891 0 10855 ASPEN TECHNOLOGY INC COM 045327103 18514 481016 SH SOLE 320766 0 160250 ASSURANT INC COM COM 04621X108 12966 211135 SH SOLE 163835 0 47300 ASTRONICS CORP COM 046433108 515 6990 SH SOLE 6990 0 0 AT&T INC COM 00206R102 34740 1064010 SH SOLE 897110 0 166900 ATHERSYS INC COM 04744L106 50 17500 SH SOLE 17500 0 0 ATLAS AIR WORLDWIDE HLDGS COM 049164205 629 14630 SH SOLE 14630 0 0 ATMEL CORP COM 049513104 2552 310100 SH SOLE 254600 0 55500 ATWOOD OCEANICS INC COM 050095108 16778 596862 SH SOLE 438311 0 158551 AUTODESK INC COM 052769106 3111 53048 SH SOLE 26070 0 26978 AUTOMATIC DATA PROCESSING COM 053015103 20499 239360 SH SOLE 150650 0 88710 AUTOZONE INC COM 053332102 44877 65787 SH SOLE 48997 0 16790 AVAGO TECHNOLOGIES LTD COM Y0486S104 3756 29580 SH SOLE 29580 0 0 AVEO PHARMACEUTICALS INC COM 053588109 190 130822 SH SOLE 130822 0 0 AVG TECHNOLOGIES N V SHS COM N07831105 2966 137010 SH SOLE 137010 0 0 AVIAT NETWORKS INC COM 05366Y102 300 251748 SH SOLE 251748 0 0 AVID TECHNOLOGY INC COM 05367P100 2478 166333 SH SOLE 129933 0 36400 AVNET INC COM 053807103 1011 22720 SH SOLE 22720 0 0 AXIS CAPITAL HOLDINGS SHS COM G0692U109 8358 162049 SH SOLE 149549 0 12500 BABCOCK & WILCOX CO NEW COM COM 05615F102 12268 382293 SH SOLE 356893 0 25400 BAKER HUGHES INC. COM 057224107 13495 212260 SH SOLE 150160 0 62100 BANCFIRST CORP COM 05945F103 455 7456 SH SOLE 7456 0 0 BANCORPSOUTH INC COM 059692103 521 22431 SH SOLE 22431 0 0 BANK OF NEW YORK MELLON COM 064058100 22236 552590 SH SOLE 479890 0 72700 BANK OF THE OZARKS INC COM 063904106 919 24895 SH SOLE 24895 0 0 BANKUNITED INC COM COM 06652K103 1665 50870 SH SOLE 50870 0 0 BANNER CORP COM 06652V208 266 5800 SH SOLE 5800 0 0 BASSETT FURN INC COM 070203104 371 13013 SH SOLE 11901 0 1112 BAZAARVOICE INC COM COM 073271108 242 42831 SH SOLE 42831 0 0 BELMOND LTD COM G1154H107 445 36200 SH SOLE 36200 0 0 BEMIS CO COM 081437105 2324 50185 SH SOLE 50185 0 0 BENCHMARK ELECTRS COM 08160H101 2514 104620 SH SOLE 104620 0 0 BENEFITFOCUS, INC. SHS COM 08180D106 219 5964 SH SOLE 5964 0 0 BERKSHIRE HATHAWAY INC DEL COM 084670702 1695 11742 SH SOLE 9522 0 2220 BERRY PLASTICS GROUP INC COM COM 08579W103 5704 157608 SH SOLE 146108 0 11500 BEST BUY INC COM 086516101 14271 377650 SH SOLE 286350 0 91300 BIO RAD LABS INC COM 090572207 301 2226 SH SOLE 2226 0 0 BIO-TECHNE CORP COM 09073M104 3619 36090 SH SOLE 36090 0 0 BIOGEN INC COM 09062X103 46735 110683 SH SOLE 74723 0 35960 BIOMARIN PHARMACEUTICAL INC COM 09061G101 3735 29975 SH SOLE 29975 0 0 BIOTA PHARMACEUTICALS INC COM 090694100 343 148969 SH SOLE 148969 0 0 BLACKHAWK NETWORK HLDGS COM 09238E104 1424 39810 SH SOLE 39810 0 0 BLACKROCK INC COM 09247X101 27674 75644 SH SOLE 56464 0 19180 BLOOMIN BRANDS INC COM 094235108 2977 122350 SH SOLE 98750 0 23600 BLOUNT INTL INC COM NEW COM 095180105 364 28257 SH SOLE 28257 0 0 BLUELINX HOLDINGS INC COM 09624H109 84 77370 SH SOLE 77370 0 0 BOEING CO COM 097023105 55344 368763 SH SOLE 249815 0 118948 BOISE CASCADE LLC SHS COM 09739D100 4306 114950 SH SOLE 106431 0 8519 BOK FINL CORP COM 05561Q201 2428 39661 SH SOLE 39661 0 0 BOOZ ALLEN HAMILTON HLDG CO COM 099502106 1883 65056 SH SOLE 65056 0 0 BOSTON SCIENTIFIC COM 101137107 17724 998530 SH SOLE 893240 0 105290 BOYD GAMING COM 103304101 1042 73400 SH SOLE 73400 0 0 BRAVO BRIO RESTAURANT GROUP COM 10567B109 683 46500 SH SOLE 42600 0 3900 BRIGHTCOVE INC COM COM 10921T101 147 20000 SH SOLE 20000 0 0 BRISTOL MYERS SQUIBB COM 110122108 271 4200 SH SOLE 4200 0 0 BRIXMOR PROPERTY GROUP INC COM 11120U105 1134 42722 SH SOLE 7360 0 35362 BROADCOM CORP COM 111320107 31272 722290 SH SOLE 577990 0 144300 BROADRIDGE FINANCIAL COM 11133T103 3005 54623 SH SOLE 54623 0 0 BROCADE COMMUNICATIONS SYS COM 111621306 11971 1008960 SH SOLE 740860 0 268100 BROWN SHOE INC NEW COM 115736100 4355 132767 SH SOLE 132767 0 0 BRUKER BIOSCIENCES CORP COM 116794108 1520 82300 SH SOLE 35600 0 46700 BRUNSWICK CORP COM 117043109 1791 34820 SH SOLE 34820 0 0 BUFFALO WILD WINGS INC COM COM 119848109 2546 14050 SH SOLE 14050 0 0 BUNGE LTD COM G16962105 12640 153469 SH SOLE 122159 0 31310 BURLINGTON STORES INC SHS COM 122017106 9415 158440 SH SOLE 127940 0 30500 C R BARD INC N J COM 067383109 513 3066 SH SOLE 3066 0 0 CABOT CORP COM 127055101 3604 80086 SH SOLE 80086 0 0 CACI INTL INC COM 127190304 1668 18549 SH SOLE 18549 0 0 CADENCE DESIGN SYS COM 127387108 27354 1483394 SH SOLE 1177380 0 306014 CAI INTERNATIONAL INC COM COM 12477X106 219 8901 SH SOLE 2000 0 6901 CALIX INC COM 13100M509 2808 334713 SH SOLE 264977 0 69736 CAMBREX CORP COM 132011107 3610 91089 SH SOLE 91089 0 0 CAPELLA EDUCATION COMPANY CO COM 139594105 563 8675 SH SOLE 8675 0 0 CAPITAL ONE FINL CP COM 14040H105 7962 101010 SH SOLE 76710 0 24300 CARBONITE INC COM 141337105 1313 91788 SH SOLE 84488 0 7300 CARDINAL HEALTH COM 14149Y108 47297 523954 SH SOLE 393764 0 130190 CARDIOVASCULAR SYS INC DEL COM 141619106 272 6960 SH SOLE 6960 0 0 CARIZZO OIL & CO COM 144577103 4626 93170 SH SOLE 81370 0 11800 CARNIVAL CORP COM 143658300 20589 430380 SH SOLE 346080 0 84300 CASEYS GENL STORES COM 147528103 8931 99120 SH SOLE 80620 0 18500 CATERPILLAR INC COM 149123101 20699 258643 SH SOLE 187553 0 71090 CBL ASSOCIATES PROPERTIES COM 124830100 322 16267 SH SOLE 16267 0 0 CBS CORP CL B COM 124857202 20678 341053 SH SOLE 267249 0 73804 CDI CORP COM 125071100 240 17100 SH SOLE 17100 0 0 CELGENE CORPORATION COM 151020104 58297 505701 SH SOLE 364557 0 141144 CENTENE CORP DEL COM 15135B101 24993 353556 SH SOLE 298596 0 54960 CENTURY TEL INC COM 156700106 4477 129588 SH SOLE 129588 0 0 CERNER CORP COM 156782104 3417 46640 SH SOLE 46640 0 0 CF INDS HLDGS INC COM COM 125269100 2207 7781 SH SOLE 7781 0 0 CHARLES RIVER LAB COM 159864107 5435 68540 SH SOLE 57340 0 11200 CHEESECAKE FACTORY COM 163072101 232 4710 SH SOLE 4710 0 0 CHEVRON CORP NEW COM 166764100 35153 334853 SH SOLE 290553 0 44300 CHICOS FAS INC COM 168615102 1253 70850 SH SOLE 70850 0 0 CHILDRENS PL RETAIL STORES COM 168905107 300 4670 SH SOLE 4670 0 0 CHIPOTLE MEXICAN GRILL INC C COM 169656105 25230 38783 SH SOLE 28223 0 10560 CHOICE HOTELS INTL INC (NEW) COM 169905106 13195 205949 SH SOLE 162261 0 43688 CIENA CORP COM 171779309 9863 510760 SH SOLE 424860 0 85900 CIGNA CORP COM 125509109 4023 31081 SH SOLE 31081 0 0 CINEMARK HOLDINGS INC COM COM 17243V102 7996 177417 SH SOLE 141234 0 36183 CITIGROUP INC COM 172967424 526 10200 SH SOLE 1400 0 8800 COCA COLA CO COM 191216100 20883 514990 SH SOLE 400890 0 114100 COCA-COLA ENTERPRISES INC NE COM 19122T109 4628 104700 SH SOLE 104700 0 0 COGNIZANT TECHNOLOGY COM 192446102 40586 650520 SH SOLE 495420 0 155100 COHEN & STEERS INC COM COM 19247A100 790 19300 SH SOLE 19300 0 0 COHERENT INC COM 192479103 403 6210 SH SOLE 6210 0 0 COHU INC COM 192576106 792 72411 SH SOLE 70411 0 2000 COLUMBIA PROPERTY TRUST INC COM 198287203 7403 273975 SH SOLE 211660 0 62315 COLUMBIA SPORTSWEAR COM 198516106 4088 67132 SH SOLE 67132 0 0 COMCAST CORP COM 20030N101 26023 460830 SH SOLE 274180 0 186650 COMERICA INC COM 200340107 11839 262320 SH SOLE 185520 0 76800 COMMERCIAL METALS COM 201723103 2754 170126 SH SOLE 170126 0 0 COMMUNITY HEALTH COM 203668108 7156 136880 SH SOLE 122980 0 13900 COMPASS MINERALS INTL INC COM 20451N101 1678 18000 SH SOLE 18000 0 0 COMTECH TELECOMMUNICATIONS C COM 205826209 715 24700 SH SOLE 24700 0 0 CON-WAY INC COM 205944101 4031 91340 SH SOLE 91340 0 0 COOPER STD HLDGS INC COM COM 21676P103 826 13960 SH SOLE 12460 0 1500 CORNING INC COM 219350105 1026 45230 SH SOLE 26630 0 18600 CORONADO BIOSCIENCES INC COM COM 21976U109 314 81447 SH SOLE 81447 0 0 CORPORATE OFFICE PROPERTIES COM 22002T108 11397 387918 SH SOLE 362521 0 25397 COSTCO WHSL CORP NEW COM 22160K105 50295 331994 SH SOLE 241024 0 90970 COTY INC SHS COM 222070203 9405 387532 SH SOLE 303319 0 84213 COVENANT TRANS INC COM 22284P105 342 10328 SH SOLE 10328 0 0 CRACKER BARREL OLD CTRY STOR COM 22410J106 1623 10665 SH SOLE 10665 0 0 CRAWFORD & CO COM 224633107 125 14439 SH SOLE 14439 0 0 CROWN CASTLE INTL CORP COM 22822V101 24342 294908 SH SOLE 213374 0 81534 CSG SYS INTL INC COM 126349109 3647 119997 SH SOLE 91397 0 28600 CST BRANDS INC COM 12646R105 25286 576904 SH SOLE 421592 0 155312 CSX CORP COM 126408103 19944 602186 SH SOLE 509986 0 92200 CTI BIOPHARMA CORP COM 12648L106 232 128200 SH SOLE 128200 0 0 CULLEN FROST BANKERS COM 229899109 19381 280555 SH SOLE 230265 0 50290 CUMBERLAND PHARMACEUTICALS COM 230770109 228 34260 SH SOLE 34260 0 0 CUMMINS INC COM 231021106 13762 99265 SH SOLE 56890 0 42375 CURTISS WRIGHT CORP COM 231561101 387 5240 SH SOLE 5240 0 0 CYBERONICS INC COM 23251P102 771 11870 SH SOLE 11870 0 0 CYTEC INDS INC COM 232820100 6984 129236 SH SOLE 106436 0 22800 CYTOKINETICS INC COM 23282W605 788 116246 SH SOLE 93613 0 22633 DARDEN RESTAURANTS COM 237194105 250 3600 SH SOLE 3600 0 0 DATALINK CORP COM 237934104 157 13006 SH SOLE 13006 0 0 DELEK US HOLDINGS INC COM 246647101 8171 205555 SH SOLE 193855 0 11700 DELTA AIR LINES INC DEL COM COM 247361702 5344 118870 SH SOLE 96270 0 22600 DELUXE CORP COM 248019101 917 13230 SH SOLE 13230 0 0 DEMAND MEDIA INC COM 24802N208 98 17217 SH SOLE 15877 0 1340 DEVON ENERGY CORP COM 25179M103 4628 76730 SH SOLE 66130 0 10600 DEXCOM INC COM 252131107 4744 76097 SH SOLE 76097 0 0 DIAMONDROCK HOSPITALITY CO C COM 252784301 638 45180 SH SOLE 45180 0 0 DINEEQUITY INC COM 254423106 990 9250 SH SOLE 9250 0 0 DISCOVER FINANCIAL SERVICES COM 254709108 22637 401730 SH SOLE 332930 0 68800 DISH NETWORK CORP CL A COM 25470M109 10588 151130 SH SOLE 109730 0 41400 DISNEY WALT CO COM 254687106 71187 678680 SH SOLE 495190 0 183490 DOLBY LABORATORIES INC COM 25659T107 5162 135270 SH SOLE 108870 0 26400 DOMINOS PIZZA INC COM COM 25754A201 26536 263913 SH SOLE 206258 0 57655 DOUGLAS EMMETT INC COM COM 25960P109 2875 96429 SH SOLE 65229 0 31200 DOW CHEM CO COM 260543103 44097 919080 SH SOLE 680180 0 238900 DR PEPPER SNAPPLE GROUP INC COM 26138E109 480 6110 SH SOLE 6110 0 0 DRIL-QUIP INC COM 262037104 1227 17940 SH SOLE 17940 0 0 DSP GROUP INC COM 23332B106 132 11006 SH SOLE 11006 0 0 DST SYSTEMS INC COM 233326107 3252 29373 SH SOLE 29373 0 0 DSW INC-CLASS A COM 23334L102 1339 36300 SH SOLE 36300 0 0 DTS INC COM 23335C101 1031 30250 SH SOLE 30250 0 0 DUKE ENERGY CORP NEW COM 26441C204 2055 26770 SH SOLE 19370 0 7400 DUKE WEEKS REALTY COM 264411505 1697 77970 SH SOLE 77970 0 0 DUNKIN BRANDS GROUP INC COM COM 265504100 303 6380 SH SOLE 6380 0 0 DUPONT FABROS TECHNOLOGY COM 26613Q106 971 29698 SH SOLE 29698 0 0 DURECT CORP COM 266605104 50 26100 SH SOLE 26100 0 0 DYAX CORP COM 26746E103 317 18930 SH SOLE 18930 0 0 E I DU PONT DE NEMOU COM 263534109 23841 333580 SH SOLE 215080 0 118500 E TRADE FINANCIAL CORP COM 269246401 13439 470650 SH SOLE 409850 0 60800 EAST WEST BANCORP INC COM 27579R104 4613 114022 SH SOLE 114022 0 0 EASTMAN CHEMICAL CO COM 277432100 2354 33990 SH SOLE 19490 0 14500 EASTMAN KODAK CO COM 277461406 335 17644 SH SOLE 17644 0 0 ECHELON CORP COM 27874N105 79 82734 SH SOLE 82734 0 0 ECHO GLOBAL LOGISTICS COM 27875T101 230 8450 SH SOLE 8450 0 0 EDISON INTL COM 281020107 260 4160 SH SOLE 4160 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 25377 178134 SH SOLE 135117 0 43017 ELECTRO SCIENTIFIC COM 285229100 509 82419 SH SOLE 80019 0 2400 ELECTRONIC ARTS INC COM 285512109 58385 992688 SH SOLE 742588 0 250100 ELI LILLY & CO COM 532457108 16829 231640 SH SOLE 188820 0 42820 EMC CORPORATION COM 268648102 24796 970093 SH SOLE 758160 0 211933 EMCOR GROUP INC COM 29084Q100 2245 48300 SH SOLE 48300 0 0 EMCORE CORP COM 290846203 422 77514 SH SOLE 77514 0 0 EMERGENT BIOSOLUTIONS INC CO COM 29089Q105 3122 108543 SH SOLE 89343 0 19200 ENDURANCE SPECIALTY HLDGS L COM G30397106 9547 156152 SH SOLE 126354 0 29798 ENTROPIC COMMUNICATIONS INC COM 29384R105 1673 565177 SH SOLE 511477 0 53700 ENZON INC COM 293904108 333 313857 SH SOLE 313857 0 0 EOG RES INC COM 26875P101 1409 15370 SH SOLE 15370 0 0 EP ENERGY CORPORATION COM 268785102 618 58950 SH SOLE 58950 0 0 EPR PPTYS COM SH BEN INT COM 26884U109 1381 23000 SH SOLE 23000 0 0 EQUITY ONE COM 294752100 557 20860 SH SOLE 20860 0 0 ESSENT GROUP LTD COM G3198U102 6466 270418 SH SOLE 221418 0 49000 EVERCORE PARTNERS INC CLASS COM 29977A105 3780 73179 SH SOLE 73179 0 0 EVEREST RE GROUP LTD COM G3223R108 3939 22640 SH SOLE 21320 0 1320 EXACTECH INC COM 30064E109 245 9549 SH SOLE 9549 0 0 EXCEL TRUST INC - REDH COM 30068C109 206 14700 SH SOLE 14700 0 0 EXPONET INC COM 30214U102 236 2660 SH SOLE 2660 0 0 EXPRESS INC COM 30219E103 800 48400 SH SOLE 48400 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 10412 120000 SH SOLE 15400 0 104600 EXTERRAN HOLDINGS INC COM 30225X103 215 6390 SH SOLE 6390 0 0 EXXON MOBIL CORP COM 30231G102 65414 769579 SH SOLE 649079 0 120500 EZ CORP INC COM 302301106 276 30200 SH SOLE 30200 0 0 FACTSET RESH SYS INC COM 303075105 14049 88248 SH SOLE 75856 0 12392 FCB FINANCIAL HOLDINGS COM 30255G103 2108 77015 SH SOLE 67315 0 9700 FEDERAL MOGUL CORP CL A COM 313549404 232 17400 SH SOLE 17400 0 0 FEDERAL REALTY INV COM 313747206 958 6510 SH SOLE 6510 0 0 FEDEX CORP COM 31428X106 28230 170624 SH SOLE 116884 0 53740 FIDELITY & GUARANTY COM 315785105 589 27801 SH SOLE 25101 0 2700 FIFTH THIRD BANCORP COM 316773100 7105 376900 SH SOLE 375500 0 1400 FIRST ACCEPTANCE CORP COM 318457108 91 37557 SH SOLE 37557 0 0 FIRST AMERICAN FINL CORP COM 31847R102 2529 70884 SH SOLE 70884 0 0 FIRST BUSEY CORP COM 319383105 429 64112 SH SOLE 64112 0 0 FIRST HORIZON NATL CORP COM 320517105 1667 116628 SH SOLE 116628 0 0 FIRST MERCHANTS CORP COM 320817109 398 16900 SH SOLE 16900 0 0 FIRST MIDWEST BANCORP COM 320867104 1442 83012 SH SOLE 83012 0 0 FIRST NIAGARA FINL GP INC COM 33582V108 2220 251109 SH SOLE 251109 0 0 FISERV INC COM 337738108 9346 117711 SH SOLE 94711 0 23000 FLUOR CORP NEW COM 343412102 5485 95960 SH SOLE 83260 0 12700 FMC TECHNOLOGIES INC COM COM 30249U101 1157 31260 SH SOLE 19560 0 11700 FNB CORP PA COM 302520101 170 12900 SH SOLE 12900 0 0 FORBES ENERGY SVCS LTD COM 345143101 26 24699 SH SOLE 24699 0 0 FORD MOTOR COMPANY COM 345370860 22977 1423600 SH SOLE 1236500 0 187100 FORMFACTOR INC COM COM 346375108 966 108900 SH SOLE 108900 0 0 FOSTER L BCO COM 350060109 329 6920 SH SOLE 6920 0 0 FRANKLIN RESOURCES COM 354613101 1483 28900 SH SOLE 28900 0 0 FREESCALE SMCNDCTR HLD LTD COM G3727Q101 5888 144460 SH SOLE 104560 0 39900 FUEL SYSTEMS SOLUTIONS INC COM 35952W103 883 80000 SH SOLE 70600 0 9400 FULTON FINL CORP PA COM 360271100 3016 244418 SH SOLE 244418 0 0 GAIN CAP HLDGS INC COM COM 36268W100 1070 109497 SH SOLE 109497 0 0 GALLAGHER ARTHUR J COM 363576109 4879 104360 SH SOLE 104360 0 0 GAP INC COM 364760108 7838 180889 SH SOLE 144589 0 36300 GARTNER GROUP INC NEW COM 366651107 11301 134779 SH SOLE 90414 0 44365 GATX CORP COM 361448103 1083 18672 SH SOLE 18672 0 0 GENERAL DYNAMICS COM 369550108 23820 175495 SH SOLE 154875 0 20620 GENERAL ELECTRIC COM 369604103 1206 48590 SH SOLE 38890 0 9700 GENERAL MTRS CO COM COM 37045V100 30922 824580 SH SOLE 668880 0 155700 GENOMIC HEALTH INC COM COM 37244C101 1207 39513 SH SOLE 39513 0 0 GILEAD SCIENCES COM 375558103 72626 740100 SH SOLE 543190 0 196910 GLOBAL CASH ACCESS HOLDINGS IN COM 378967103 720 94500 SH SOLE 94500 0 0 GLOBAL PAYMENTS INC COM 37940X102 23820 259819 SH SOLE 189104 0 70715 GLOBAL SOURCES LTD COM G39300101 242 41229 SH SOLE 41229 0 0 GLU MOBILE INC COM COM 379890106 172 34300 SH SOLE 34300 0 0 GOLDMAN SACHS GRP INC COM 38141G104 739 3930 SH SOLE 1170 0 2760 GOODYEAR TIRE & RUBR COM 382550101 1606 59300 SH SOLE 38900 0 20400 GOOGLE INC CL C COM 38259P706 19033 34731 SH SOLE 22663 0 12068 GRAFTECH INTL LTD COM 384313102 68 17500 SH SOLE 17500 0 0 GRAHAM HOLDINGS CO COM 384637104 1779 1695 SH SOLE 1695 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 4025 276840 SH SOLE 225140 0 51700 GREEN DOT CORP CL A COM 39304D102 3763 236369 SH SOLE 185041 0 51328 GROUP 1 AUTOMOTIVE COM 398905109 1879 21770 SH SOLE 21770 0 0 GRUBHUB INC COM 400110102 958 21104 SH SOLE 17904 0 3200 GSE SYS INC COM 36227K106 15 10300 SH SOLE 10300 0 0 GUIDANCE SOFTWARE INC COM COM 401692108 350 64783 SH SOLE 64783 0 0 GULF ISLAND FABRICATION INC COM 402307102 644 43314 SH SOLE 43314 0 0 GULFPORT ENERGY CORP COM NEW COM 402635304 1015 22110 SH SOLE 22110 0 0 HALLIBURTON CO COM 406216101 4537 103400 SH SOLE 103400 0 0 HALLMARK FINL SVCS INC EC COM 40624Q203 391 36886 SH SOLE 36886 0 0 HANCOCK HOLDING CO COM 410120109 1052 35230 SH SOLE 35230 0 0 HANESBRANDS INC. COM 410345102 6257 186708 SH SOLE 157508 0 29200 HANOVER INS GROUP INC COM 410867105 769 10600 SH SOLE 10600 0 0 HARDINGE INC COM 412324303 419 36142 SH SOLE 36142 0 0 HARMAN INTERNATIONAL COM 413086109 1679 12567 SH SOLE 12567 0 0 HARMONIC LIGHTWAVES COM 413160102 4374 590306 SH SOLE 489543 0 100763 HATTERAS FINANCIAL CORP COM 41902R103 1093 60200 SH SOLE 60200 0 0 HCP Inc. COM 40414L109 391 9060 SH SOLE 2460 0 6600 HD SUPPLY HOLDINGS INC SHS COM 40416M105 29139 935276 SH SOLE 663900 0 271376 HEALTH NET INC COM 42222G108 15001 247996 SH SOLE 203776 0 44220 HEARTWARE INTL INC COM COM 422368100 1841 20980 SH SOLE 20980 0 0 HENRY JACK & ASSOC COM 426281101 1285 18390 SH SOLE 18390 0 0 HEWLETT PACKARD CO COM 428236103 23737 761780 SH SOLE 652580 0 109200 HFF INC CL A COM 40418F108 3708 98772 SH SOLE 88272 0 10500 HILL INTERNATIONAL INC COM 431466101 126 35090 SH SOLE 35090 0 0 HILL-ROM INDUSTRIES INC COM 431475102 2857 58309 SH SOLE 58309 0 0 HILTON WORLDWIDE HOLDING COM 43300A104 33754 1139566 SH SOLE 785490 0 354076 HNI CORP COM 404251100 1522 27588 SH SOLE 27588 0 0 HOLLYFRONTIER CORP COM 436106108 1166 28950 SH SOLE 28950 0 0 HOLOGIC INC COM 436440101 5749 174070 SH SOLE 174070 0 0 HOME BANCSHARES INC COM COM 436893200 749 22090 SH SOLE 22090 0 0 HOME PPTYSN Y INC COM 437306103 312 4500 SH SOLE 4500 0 0 HORMEL FOODS CORP COM 440452100 2567 45150 SH SOLE 45150 0 0 HSN INC COM 404303109 1201 17600 SH SOLE 17600 0 0 HUMANA INC COM 444859102 15260 85719 SH SOLE 65259 0 20460 HUNTINGTON BANCSHS COM 446150104 117 10590 SH SOLE 10590 0 0 HUNTINGTON INGALLS INDUSTRIES COM 446413106 41882 298838 SH SOLE 236830 0 62008 HUNTSMAN CORP COM COM 447011107 3294 148600 SH SOLE 148600 0 0 HYATT HOTELS CORP COM CL A COM 448579102 7066 119318 SH SOLE 99118 0 20200 HYSTER-YALE MATERIALS HANDLING COM 449172105 1398 19069 SH SOLE 19069 0 0 IDT CORP CL B NEW COM 448947507 842 47448 SH SOLE 47448 0 0 IGNITE RESTARUANT GROUP COM 451730105 189 39000 SH SOLE 39000 0 0 ILLUMINA INC COM 452327109 3078 16579 SH SOLE 16579 0 0 IMATION CORP COM 45245A107 61 15252 SH SOLE 15252 0 0 IMMUNOCELLULAR THERAPEUTICS COM 452536105 178 366060 SH SOLE 366060 0 0 IMMUNOGEN INC COM 45253H101 1758 196428 SH SOLE 196428 0 0 INDEPENDENCE REALTY TRST SHS COM 45378A106 349 36763 SH SOLE 34060 0 2703 INFINITY PHARMACEUTICALS INC COM 45665G303 1013 72485 SH SOLE 72485 0 0 INFOBLOX INC COM COM 45672H104 4344 181983 SH SOLE 178283 0 3700 INNERWORKINGS INC COM 45773Y105 195 29004 SH SOLE 25400 0 3604 INNODATA CORP COM 457642205 62 23747 SH SOLE 23747 0 0 INPHI CORP COM COM 45772F107 449 25176 SH SOLE 22944 0 2232 INSIGHT ENTERPRISES COM 45765U103 741 25977 SH SOLE 25977 0 0 INSPERITY INC COM 45778Q107 5284 101060 SH SOLE 87060 0 14000 INTEGRATED DEVICE COM 458118106 3013 150500 SH SOLE 150500 0 0 INTEL CORP COM 458140100 57797 1848329 SH SOLE 1460990 0 387339 INTELIQUENT INC COM 45825N107 1276 81096 SH SOLE 81096 0 0 INTELSAT S A COM L5140P101 962 80174 SH SOLE 67174 0 13000 INTERDIGITAL COMMUN COM 45867G101 1098 21640 SH SOLE 21640 0 0 INTERMOLECULAR INC COM COM 45882D109 115 70327 SH SOLE 70327 0 0 INTERPUBLIC GROUP COM 460690100 2190 98990 SH SOLE 98990 0 0 INTERSIL HOLDING CORP COM 46069S109 811 56610 SH SOLE 56610 0 0 INTL BUSINESS MACH COM 459200101 16445 102463 SH SOLE 67713 0 34750 INTL FLAV & FRAG COM 459506101 29668 252712 SH SOLE 170412 0 82300 INTL PAPER COM 460146103 3479 62700 SH SOLE 62700 0 0 INTUIT COM 461202103 5178 53400 SH SOLE 53400 0 0 INVESCO LTD SHS COM G491BT108 12951 326315 SH SOLE 229550 0 96765 INVESTMENT TECHNOLOGY GROUP COM 46145F105 5712 188454 SH SOLE 172124 0 16330 IRIDIUM COMMUNICATIONS INC C COM 46269C102 203 20900 SH SOLE 20900 0 0 IRONWOOD PHARMACEUTICALS COM 46333X108 277 17300 SH SOLE 17300 0 0 ISHARES RUSSELL 2000 VALU COM 464287630 2155 20880 SH SOLE 20880 0 0 ISIS PHARMACEUTICAL COM 464330109 365 5740 SH SOLE 5740 0 0 ISLE OF CAPRIS CASINOS COM 464592104 170 12096 SH SOLE 12096 0 0 ITC HLDGS CORP COM COM 465685105 370 9880 SH SOLE 9880 0 0 ITRON INC COM 465741106 7252 198627 SH SOLE 160033 0 38594 IXIA COM 45071R109 881 72631 SH SOLE 48285 0 24346 J P MORGAN CHASE & CO COM 46625H100 917 15130 SH SOLE 12930 0 2200 JABIL CIRCUIT INC COM 466313103 1107 47340 SH SOLE 47340 0 0 JACK IN THE BOX INC COM 466367109 7467 77846 SH SOLE 53061 0 24785 JACOBS ENG GROUP COM 469814107 3184 70500 SH SOLE 70500 0 0 JAZZ PHARMACEUTICALS PLC SHS COM G50871105 1327 7678 SH SOLE 7678 0 0 JDS UNIPHASE CORP COM 46612J507 1124 85640 SH SOLE 85640 0 0 JIVE SOFTWARE INC COM COM 47760A108 1632 318048 SH SOLE 279500 0 38548 JOHNSON & JOHNSON COM 478160104 78312 778450 SH SOLE 617440 0 161010 JONES LANG LA SALLE INC. COM 48020Q107 1954 11465 SH SOLE 11465 0 0 JUNIPER NETWORKS INC COM 48203R104 22814 1010348 SH SOLE 735920 0 274428 KEMET CORP COM 488360207 545 131671 SH SOLE 131671 0 0 KIMBALL INTERNATIONAL - B COM 494274103 115 11000 SH SOLE 11000 0 0 KIMBERLY CLARK COM 494368103 2481 23160 SH SOLE 13680 0 9480 KNIGHT TRANSPORTATION INC COM 499064103 3923 121630 SH SOLE 111430 0 10200 KOHLS CORP COM 500255104 2754 35200 SH SOLE 35200 0 0 KONA GRILL INC COM COM 50047H201 853 30030 SH SOLE 25930 0 4100 KOSMOS ENERGY LTD COM G5315B107 1979 250200 SH SOLE 162300 0 87900 KRATON PERF POLYMERS COM 50077C106 1491 73800 SH SOLE 57900 0 15900 KROGER CO COM 501044101 61916 807670 SH SOLE 613270 0 194400 KRONOS WORLDWIDE INC COM 50105F105 191 15100 SH SOLE 15100 0 0 KULICKE & SOF IND COM 501242101 475 30411 SH SOLE 30411 0 0 L BRANDS INC COM 501797104 3807 40380 SH SOLE 40380 0 0 L-3 COMMUNICATIONS HLDGS COM 502424104 21981 174744 SH SOLE 144814 0 29930 LA QUINTA HLDGS INC COM 50420D108 11561 488208 SH SOLE 382308 0 105900 LABORATORY CORP AMER COM 50540R409 5872 46566 SH SOLE 15536 0 31030 LANDSTAR SYS INC COM 515098101 3461 52200 SH SOLE 52200 0 0 LASALLE HOTEL PPTYS COM 517942108 3235 83240 SH SOLE 83240 0 0 LEIDOS HOLDINGS INC COM 525327102 11332 270078 SH SOLE 221278 0 48800 LEXICON PHARMACEUTICALS INC COM 528872104 609 645379 SH SOLE 645379 0 0 LEXMARK INTL GRP A COM 529771107 3568 84273 SH SOLE 80273 0 4000 LH GROUP INC COM COM 50187A107 274 8290 SH SOLE 8290 0 0 LIBERTY PPTY TR COM 531172104 996 27900 SH SOLE 27900 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 1196 16280 SH SOLE 16280 0 0 LIMELIGHT NETWORKS INC COM COM 53261M104 174 47897 SH SOLE 47897 0 0 LINCOLN EDL SVCS CORP COM 533535100 71 31248 SH SOLE 31248 0 0 LINCOLN NATL CORP COM 534187109 15564 270864 SH SOLE 234660 0 36204 LINKEDIN CORP COM 53578A108 22400 89650 SH SOLE 67460 0 22190 LIVE NATION INC COM 538034109 2972 117810 SH SOLE 117810 0 0 LOCAL CORP COM 53954W104 13 27828 SH SOLE 27828 0 0 LOCKHEED MARTIN CORP COM 539830109 32696 161098 SH SOLE 115748 0 45350 LOGMEIN INC COM COM 54142L109 345 6170 SH SOLE 6170 0 0 LOWES CO COM 548661107 11748 157930 SH SOLE 75330 0 82600 LUMINEX CORP DEL COM 55027E102 2990 186872 SH SOLE 186872 0 0 MACK CALI RLTY CORP COM 554489104 3241 168100 SH SOLE 168100 0 0 MADISON SQUARE GARDEN COM 55826P100 4961 58610 SH SOLE 58610 0 0 MAGELLAN HEALTH SVCS INC COM COM 559079207 2174 30696 SH SOLE 30696 0 0 MAIDEN HOLDINGS LTD SHS COM G5753U112 1389 93650 SH SOLE 93650 0 0 MALLINCKRODT PLC COM G5785G107 2454 19380 SH SOLE 19380 0 0 MANPOWERGROUP INC COM 56418H100 1535 17820 SH SOLE 17820 0 0 MANTECH INTL CORP CL A COM 564563104 3932 115844 SH SOLE 97353 0 18491 MARATHON PETROLEUM CORP COM 56585A102 19405 189521 SH SOLE 121581 0 67940 MARCHEX INC CL B COM 56624R108 645 158107 SH SOLE 158107 0 0 MARCUS & MILLICHAP, INC SHS COM 566324109 795 21204 SH SOLE 21204 0 0 MARRIOTT INTL CLASS A COM 571903202 2858 35580 SH SOLE 35580 0 0 MARRIOTT VACATIONS WORLDWIDE C COM 57164Y107 1328 16390 SH SOLE 16390 0 0 MARVELL TECHNOLOGY GRP LTD COM G5876H105 21379 1454358 SH SOLE 1175058 0 279300 MASTERCARD INC COM COM 57636Q104 53561 619996 SH SOLE 462200 0 157796 MATRIX SVC CO COM 576853105 433 24647 SH SOLE 24647 0 0 MATSON INC COM 57686G105 368 8720 SH SOLE 8720 0 0 MATTSON TECHNOLOGY COM 577223100 250 63400 SH SOLE 63400 0 0 MAXIMUS INC COM 577933104 3563 53375 SH SOLE 53375 0 0 MAXLINEAR INC COM 57776J100 954 117396 SH SOLE 105246 0 12150 MCCLATCHY CO (THE) COM 579489105 61 33000 SH SOLE 33000 0 0 MCGRAW HILL FINANCIAL INC COM 580645109 31873 308245 SH SOLE 224389 0 83856 MCKESSON HBOC INC COM 58155Q103 51453 227469 SH SOLE 166819 0 60650 MEDICINES COMPANY COM 584688105 2178 77740 SH SOLE 77740 0 0 MEDNAX INC COM 58502B106 870 12000 SH SOLE 12000 0 0 MENTOR GRAPHICS COM 587200106 13264 551971 SH SOLE 445171 0 106800 MERCK & CO. INC NEW COM 58933Y105 63131 1098320 SH SOLE 846120 0 252200 MEREDITH CORP COM 589433101 262 4690 SH SOLE 4690 0 0 MERGE HEALTHCARE INC COM 589499102 571 127714 SH SOLE 127714 0 0 MERITOR INC COM 59001K100 2611 207020 SH SOLE 175920 0 31100 MERU NETWORKS INC COM 59047Q103 202 140274 SH SOLE 136874 0 3400 METLIFE INC COM 59156R108 3141 62140 SH SOLE 51340 0 10800 MFRI INC COM 552721102 185 29532 SH SOLE 29532 0 0 MICROSOFT CORP COM 594918104 69045 1698316 SH SOLE 1152416 0 545900 MICROSTRATEGY INC COM 594972408 3818 22564 SH SOLE 21054 0 1510 MINERALS TECH INC COM 603158106 3647 49885 SH SOLE 49885 0 0 MODINE MFGS CO. COM 607828100 1741 129278 SH SOLE 114178 0 15100 MOELIS & CO COM 60786M105 2275 75531 SH SOLE 68131 0 7400 MOLINA HEALTHCARE INC COM COM 60855R100 7836 116450 SH SOLE 104950 0 11500 MONARCH FINANCIAL HOLDINGS C COM 60907Q100 223 17848 SH SOLE 17848 0 0 MONDELEZ INTERNATIONAL INC COM 609207105 963 26670 SH SOLE 25470 0 1200 MONSANTO CO COM 61166W101 1545 13730 SH SOLE 13730 0 0 MONSTER BEVERAGE CORP COM 611740101 16875 121935 SH SOLE 88465 0 33470 MOODY'S CORP COM 615369105 10653 102629 SH SOLE 67532 0 35097 MORGAN STANLEY INC COM 617446448 9241 258920 SH SOLE 243920 0 15000 MORNINGSTAR INC COM 617700109 3719 49645 SH SOLE 44772 0 4873 MOSAIC CO COM 61945C103 11937 259170 SH SOLE 241470 0 17700 MOTOROLA SOLUTIONS INC COM 620076307 20687 310290 SH SOLE 250565 0 59725 MRV COMMUNICATIONS INC COM 553477407 113 15313 SH SOLE 15313 0 0 MSA SAFETY INC COM 553498106 1721 34510 SH SOLE 34510 0 0 MURPHY USA INC COM 626755102 5126 70830 SH SOLE 62330 0 8500 MYR GROUP INC DEL COM COM 55405W104 600 19150 SH SOLE 19150 0 0 NACCO IND INC COM 629579103 335 6320 SH SOLE 6320 0 0 NANOSPHERE INC COM 63009F105 66 282837 SH SOLE 282837 0 0 NASDAQ STOCK MARKET INC COM COM 631103108 232 4560 SH SOLE 4560 0 0 NATIONAL INSTRS CORP COM 636518102 952 29720 SH SOLE 29720 0 0 NATIONAL PENN BANCSHARES INC COM 637138108 1775 164842 SH SOLE 164842 0 0 NAVIGANT CONSULTING COM 63935N107 626 48300 SH SOLE 48300 0 0 NAVIGATORS GROUP INC COM 638904102 820 10535 SH SOLE 10535 0 0 NAVIOS MARITIME ACQUIS COM Y62159101 261 73800 SH SOLE 44500 0 29300 NEENAH PAPER INC COM COM 640079109 918 14680 SH SOLE 14680 0 0 NEKTAR THERAPEUTICS COM 640268108 1174 106750 SH SOLE 106750 0 0 NEOPHOTONICS CORP COM COM 64051T100 595 88120 SH SOLE 88120 0 0 NEOSTEM INC COM 640650404 114 44910 SH SOLE 44910 0 0 NETAPP INC COM 64110D104 26821 756382 SH SOLE 539480 0 216902 NETSOL TECHNOLOGIES INC COM 64115A402 67 11600 SH SOLE 11600 0 0 NEW YORK & CO COM 649295102 205 81899 SH SOLE 81899 0 0 NEW YORK TIMES COM 650111107 1687 122600 SH SOLE 122600 0 0 NEWFIELD EXPL CO COM 651290108 5218 148700 SH SOLE 116400 0 32300 NEWS CORP NEW CL A COM 65249B109 14296 892960 SH SOLE 717260 0 175700 NIELSEN HOLDINGS NV COM COM N63218106 2554 57300 SH SOLE 57300 0 0 NORANDA ALUM HLDG CORP COM 65542W107 835 281222 SH SOLE 196522 0 84700 NORFOLK SOUTHERN COM 655844108 15146 147159 SH SOLE 102716 0 44443 NORTHERN TRUST CORP COM 665859104 19160 275091 SH SOLE 207189 0 67902 NORTHROP GRUMMAN CORP COM 666807102 24658 153196 SH SOLE 134636 0 18560 NORWEGIAN CRUISE LINE SHS COM G66721104 23551 436040 SH SOLE 299940 0 136100 NOVATEL WIRELESS INC COM 66987M604 730 151547 SH SOLE 151547 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 4261 296929 SH SOLE 220035 0 76894 NUTRACEUTICAL INTL CORP COM COM 67060Y101 316 16051 SH SOLE 16051 0 0 NVIDIA CORP COM 67066G104 1076 51400 SH SOLE 51400 0 0 O'REILLY AUTOMOTIVE INC NEW COM 67103H107 726 3359 SH SOLE 3359 0 0 OCLARO INC COM 67555N206 391 197665 SH SOLE 197665 0 0 OLD DOMINION FGHT LINES INC COM 679580100 2768 35810 SH SOLE 35810 0 0 OLD NATL BANCORP IND COM 680033107 861 60700 SH SOLE 60700 0 0 OMNOVA SOLUTIONS INC COM 682129101 142 16601 SH SOLE 16601 0 0 ON SEMICONDUCTOR CORP COM 682189105 11967 988177 SH SOLE 602948 0 385229 ONCOGENEX PHARMACEUTICALS INC COM 68230A106 82 38200 SH SOLE 38200 0 0 ONCOTHYREON INC COM 682324108 875 536971 SH SOLE 536971 0 0 OPHTHOTECH CORPORATION SHS COM 683745103 644 13840 SH SOLE 13840 0 0 ORACLE SYSTEMS CORP COM 68389X105 280 6500 SH SOLE 6500 0 0 ORAGENICS INC COM NEW COM 684023203 15 14848 SH SOLE 14848 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 1690 258389 SH SOLE 258389 0 0 ORION MARINE GROUP COM 68628V308 122 13800 SH SOLE 8300 0 5500 P C CONNECTION COM 69318J100 373 14300 SH SOLE 14300 0 0 PACIFIC BIOSCIENCES CALIF COM 69404D108 163 27900 SH SOLE 27900 0 0 PACIFIC SUNWEAR CALIF COM 694873100 88 31900 SH SOLE 31900 0 0 PALO ALTO NETWORKS INC COM COM 697435105 10022 68609 SH SOLE 67953 0 656 PARTNERRE LTD COM G6852T105 13300 116329 SH SOLE 91539 0 24790 PATTERSON COMPANIES INC COM COM 703395103 445 9130 SH SOLE 9130 0 0 PAYCHEX COM 704326107 32778 660657 SH SOLE 462080 0 198577 PBF ENERGY INC SHS COM 69318G106 14541 428699 SH SOLE 325390 0 103309 PC-TEL INC COM 69325Q105 93 11610 SH SOLE 11610 0 0 PCM INC COM 69323K100 250 26747 SH SOLE 26747 0 0 PDL BIOPHARMA INC COM 69329Y104 76 10800 SH SOLE 10800 0 0 PENN NATL GAMING INC COM 707569109 6947 443642 SH SOLE 379591 0 64051 PENNYMAC FINL SVCS INC COM 70932B101 229 13493 SH SOLE 13493 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 1799 34940 SH SOLE 12840 0 22100 PEPSICO COM 713448108 46738 488791 SH SOLE 340970 0 147821 PERMA-FIX ENVIRONMENTAL SVCS COM 714157203 42 10710 SH SOLE 10710 0 0 PFIZER INC COM 717081103 53399 1534885 SH SOLE 1251514 0 283371 PG&E CORP COM 69331C108 6592 124222 SH SOLE 114362 0 9860 PHILILIPS 66 COM 718546104 255 3240 SH SOLE 3240 0 0 PIEDMONT OFFICE REALTY TRUST COM 720190206 3607 193817 SH SOLE 193817 0 0 PINNACLE FOODS INC DEL COM 72348P104 2726 66800 SH SOLE 20200 0 46600 PLEXUS CORP COM 729132100 1122 27510 SH SOLE 27510 0 0 PMC-SIERRA INC COM 69344F106 16863 1817116 SH SOLE 1365693 0 451423 PMFG INC COM 69345P103 47 10000 SH SOLE 10000 0 0 PNC BANK CORP COM 693475105 13868 148735 SH SOLE 118535 0 30200 POLYCOM INC COM 73172K104 12966 967577 SH SOLE 781944 0 185633 POPULAR INC COM 733174700 589 17135 SH SOLE 17135 0 0 PORTLAND GEN ELEC CO COM NEW COM 736508847 1419 38260 SH SOLE 38260 0 0 POZEN INC COM 73941U102 1457 188743 SH SOLE 181543 0 7200 PPG INDS INC COM 693506107 33913 150365 SH SOLE 96840 0 53525 PPL CORP COM 69351T106 3353 99600 SH SOLE 99600 0 0 PRINCIPAL FIN'L GROUP COM 74251V102 18237 355020 SH SOLE 301920 0 53100 PRIVATE BANCORP INC COM COM 742962103 5555 157950 SH SOLE 157950 0 0 PROCTER & GAMBLE CO COM 742718109 21719 265058 SH SOLE 212358 0 52700 PROGRESS SOFTWARE COM 743312100 5764 212138 SH SOLE 173595 0 38543 PROGRESSIVE CORP COM 743315103 17737 652096 SH SOLE 550496 0 101600 PROLOGIS TR COM 74340W103 9103 208970 SH SOLE 200270 0 8700 PROOFPOINT INC COM COM 743424103 341 5750 SH SOLE 5750 0 0 PROSPERITY BANCSHARES INC COM 743606105 2932 55860 SH SOLE 55860 0 0 PROVIDENT FINL SVCS COM 74386T105 1425 76397 SH SOLE 76397 0 0 PRUDENTIAL FINL INC COM COM 744320102 26256 326930 SH SOLE 265630 0 61300 PTC INC COM 69370C100 8044 222396 SH SOLE 165196 0 57200 PUBLIC STORAGE INC COM 74460D109 670 3400 SH SOLE 2500 0 900 PUBLIC SVC ENTR GP COM 744573106 218 5190 SH SOLE 5190 0 0 QAD INC CLASS A COM 74727D306 373 15409 SH SOLE 15409 0 0 QIAGEN NV COM N72482107 6670 264676 SH SOLE 231848 0 32828 QLOGIC CORPORATION COM 747277101 9811 665600 SH SOLE 501900 0 163700 QUAD COM 747301109 3881 168870 SH SOLE 138870 0 30000 QUAKER CHEM CORP COM 747316107 846 9883 SH SOLE 9883 0 0 QUALCOMM INC COM 747525103 15236 219730 SH SOLE 219730 0 0 QUANTUM CORP COM 747906204 1493 933237 SH SOLE 773078 0 160159 QUINSTREET INC COM 74874Q100 216 36258 SH SOLE 36258 0 0 QUINTILES TRANSNATIONAL COM 74876Y101 26576 396837 SH SOLE 278459 0 118378 RAYMOND JAMES FINL COM 754730109 8292 146040 SH SOLE 122640 0 23400 RAYTHEON COMPANY COM 755111507 21071 192866 SH SOLE 164596 0 28270 REAL NETWORKS INC COM 75605L708 76 11343 SH SOLE 11343 0 0 REALD INC COM COM 75604L105 986 77096 SH SOLE 77096 0 0 REGAL BELOIT CORP COM 758750103 5462 68347 SH SOLE 68347 0 0 REGENCY CTRS CORP COM 758849103 1891 27790 SH SOLE 27790 0 0 REGIONS FINANCIAL CP COM 7591EP100 10351 1095300 SH SOLE 906000 0 189300 REINSURANCE GROUP AMER INC COM 759351604 3645 39110 SH SOLE 27110 0 12000 RENAISSANCE RE HLDGS LTD COM G7496G103 1493 14967 SH SOLE 14967 0 0 RENASANT CORP COM 75970E107 992 33028 SH SOLE 33028 0 0 RESOLUTE FOREST PRODUCTS COM 76117W109 730 42293 SH SOLE 42293 0 0 RIGEL PHARMACEUTICALS INC COM 766559603 1277 357607 SH SOLE 302752 0 54855 RINGCENTRAL, INC. SHS COM 76680R206 754 49162 SH SOLE 49162 0 0 RITE AID CORP COM 767754104 97 11200 SH SOLE 11200 0 0 RLJ LODGING TRUST COM 74965L101 2666 85150 SH SOLE 85150 0 0 ROCK-TENN CO COM 772739207 786 12180 SH SOLE 12180 0 0 ROCKWELL COLLINS INC COM 774341101 41604 430907 SH SOLE 323260 0 107647 ROFIN SINAR TECHNOLOGIES INC COM 775043102 208 8600 SH SOLE 8600 0 0 ROSETTA STONE INC COM COM 777780107 315 41433 SH SOLE 41433 0 0 ROSS STORES INC COM 778296103 15843 150366 SH SOLE 107126 0 43240 ROVI CORP COM 779376102 1776 97543 SH SOLE 96643 0 900 ROYAL CARRIBEAN CRUISES LTD COM V7780T103 14197 173452 SH SOLE 150752 0 22700 RPX CORP COM 74972G103 861 59820 SH SOLE 59820 0 0 RUBICON PROJ INC COM 78112V102 1046 58348 SH SOLE 58348 0 0 RUDOLPH TECHNOLOGIES COM 781270103 1621 147120 SH SOLE 136816 0 10304 RYDER SYS INC COM 783549108 357 3760 SH SOLE 860 0 2900 SANMINA CORPORATION COM 801056102 234 9682 SH SOLE 9682 0 0 SANTANDER CNSMR USA HLDG COM 80283M101 1685 72797 SH SOLE 61997 0 10800 SCHULMAN A INC COM 808194104 850 17640 SH SOLE 17640 0 0 SCICLONE PHARM INC COM 80862K104 707 79800 SH SOLE 79800 0 0 SCIENCE APPLICATIONS INTERNATI COM 808625107 3060 59590 SH SOLE 59590 0 0 SCOTTS MIRACLE GRO CO COM 810186106 388 5770 SH SOLE 5770 0 0 SEALED AIR CORP COM 81211K100 1597 35054 SH SOLE 31120 0 3934 SEATTLE GENETICS INC COM COM 812578102 2662 75290 SH SOLE 75290 0 0 SEAWORLD ENTMT INC COM 81282V100 842 43656 SH SOLE 43656 0 0 SEI INV CORP COM 784117103 829 18800 SH SOLE 18800 0 0 SELECTIVE INS GRP COM 816300107 1570 54055 SH SOLE 54055 0 0 SERVICENOW INC COM 81762P102 8356 106062 SH SOLE 94662 0 11400 SERVICESOURCE INTL INC COM 81763U100 69 22300 SH SOLE 22300 0 0 SHERWIN WILLIAMS CO COM 824348106 7435 26133 SH SOLE 26133 0 0 SHORETEL INC COM COM 825211105 1893 277588 SH SOLE 243752 0 33836 SIGMA DESIGNS INC COM 826565103 2186 272287 SH SOLE 229087 0 43200 SIGNATURE BK NEW YORK N Y CO COM 82669G104 2801 21615 SH SOLE 21615 0 0 SIGNET JEWELERS LIMITED SHS COM G81276100 2945 21221 SH SOLE 21221 0 0 SILICON GRAPHICS INTL CORP COM 82706L108 137 15780 SH SOLE 15780 0 0 SILVER BAY REALTY TRUST CORP COM 82735Q102 1192 73745 SH SOLE 73745 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 1170 306172 SH SOLE 306172 0 0 SKECHERS USA INC COM 830566105 4073 56640 SH SOLE 56640 0 0 SKULLCANDY INC COM COM 83083J104 397 35130 SH SOLE 35130 0 0 SKYWEST INC COM 830879102 792 54200 SH SOLE 28400 0 25800 SONIC CORP COM 835451105 4052 127830 SH SOLE 116730 0 11100 SONOCO PRODUCTS COM 835495102 2121 46658 SH SOLE 46658 0 0 SOUTHERN CO COM 842587107 1528 34500 SH SOLE 34500 0 0 SOUTHWEST AIRLINES COM 844741108 39009 880560 SH SOLE 662160 0 218400 SOUTHWEST GAS CORP COM 844895102 1166 20050 SH SOLE 20050 0 0 SPARTAN MOTORS COM 846819100 394 81215 SH SOLE 81215 0 0 SPARTANNASH CO COM 847215100 311 9870 SH SOLE 9870 0 0 SPDR S&P MIDCAP 400 ETF COM 78467Y107 2218 8000 SH SOLE 8000 0 0 SPIRIT AIRLINES INC COM 848577102 357 4620 SH SOLE 4620 0 0 SPLUNK INC COM COM 848637104 4183 70660 SH SOLE 57860 0 12800 SPX CORP COM 784635104 628 7402 SH SOLE 3300 0 4102 ST JUDE MEDICAL INC COM 790849103 3585 54810 SH SOLE 54810 0 0 STAGE STORES INC COM COM 85254C305 1920 83780 SH SOLE 83780 0 0 STARBUCKS CORP COM 855244109 37498 395970 SH SOLE 268770 0 127200 STATE BANK FINANCIAL CORP COM 856190103 750 35710 SH SOLE 35710 0 0 STATE STREET CORP COM 857477103 6774 92130 SH SOLE 70730 0 21400 STEEL DYNAMICS INC COM 858119100 5398 268570 SH SOLE 186870 0 81700 STEIN MART INC COM 858375108 198 15904 SH SOLE 15904 0 0 STEPAN CHEM CO COM 858586100 1790 42957 SH SOLE 42957 0 0 STEREOTAXIS INC COM COM 85916J409 170 82817 SH SOLE 82817 0 0 STOCK BLDNG SPPLY HLDNGS SHS COM 86101X104 209 11570 SH SOLE 11570 0 0 STONEGATE BANK COM 861811107 475 15720 SH SOLE 15720 0 0 STONERIDGE INC COM 86183P102 215 19000 SH SOLE 19000 0 0 SUCAMPO PHARMACEUTICALS INC COM 864909106 485 31193 SH SOLE 31193 0 0 SUMMER INFANT INC COM COM 865646103 46 16999 SH SOLE 16999 0 0 SUNTRUST BANKS INC COM 867914103 1117 27180 SH SOLE 27180 0 0 SUPERNUS PHARMACEUTICALS COM 868459108 189 15600 SH SOLE 15600 0 0 SUPERVALU INC COM 868536103 944 81200 SH SOLE 81200 0 0 SUPPORT COM INC COM 86858W101 339 217500 SH SOLE 217500 0 0 SVB FINL GROUP COM 78486Q101 11417 89869 SH SOLE 86319 0 3550 SYMANTEC CORP COM 871503108 23533 1007200 SH SOLE 840400 0 166800 SYNACOR INC COM COM 871561106 224 98579 SH SOLE 98579 0 0 SYNAPTICS COM 87157D109 1707 21000 SH SOLE 21000 0 0 SYNCHRONY FINANCIAL COM 87165B103 9272 305489 SH SOLE 214686 0 90803 SYNOPSYS INC COM 871607107 27296 589300 SH SOLE 498058 0 91242 SYNTA PHARMACEUTICALS CORP COM 87162T206 168 86470 SH SOLE 86470 0 0 SYNTEL INC COM 87162H103 6141 118705 SH SOLE 82167 0 36538 SYPRIS SOLUTIONS INC COM 871655106 34 15455 SH SOLE 15455 0 0 SYSCO CORP COM 871829107 3735 98999 SH SOLE 98999 0 0 T-MOBILE US INC COM 872590104 3591 113320 SH SOLE 113320 0 0 TAKE-TWO INTERACTIVE SOFT COM 874054109 922 36230 SH SOLE 36230 0 0 TALMER BANCORP INC COM 87482X101 473 30894 SH SOLE 30894 0 0 TARGA RES CORP COM COM 87612G101 5379 56153 SH SOLE 23453 0 32700 TCF FINANCIAL CORP COM 872275102 7444 473533 SH SOLE 449133 0 24400 TD AMERITRADE HLDG CORP COM 87236Y108 756 20300 SH SOLE 20300 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 338 5780 SH SOLE 5780 0 0 TECO ENERGY INC COM 872375100 196 10080 SH SOLE 10080 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 10071 94364 SH SOLE 79244 0 15120 TELENAV INC COM 879455103 659 83216 SH SOLE 74716 0 8500 TENNECO AUTOMOTIVE INC COM 880349105 299 5200 SH SOLE 5200 0 0 TESORO PETROLEUM COM 881609101 19242 210781 SH SOLE 161681 0 49100 TESSERA TECHNOLOGIES INC COM COM 88164L100 6381 158426 SH SOLE 131472 0 26954 TEXAS ROADHOUSE INC CL A COM 882681109 2745 75342 SH SOLE 75342 0 0 TEXTAINER GROUP HOLDINGS LT COM G8766E109 846 28200 SH SOLE 12700 0 15500 TEXTRON INC DEL COM 883203101 15588 351635 SH SOLE 328635 0 23000 THIRD POINT REINSURANCE SHS COM G8827U100 1180 83392 SH SOLE 79692 0 3700 TILLYS INC COM 886885102 415 26500 SH SOLE 26500 0 0 TIME INC COM 887228104 2999 133660 SH SOLE 133660 0 0 TIME WARNER INC COM 887317303 32869 389260 SH SOLE 324760 0 64500 TIVO INC COM 888706108 3021 284774 SH SOLE 284774 0 0 TJX COS INC NEW COM 872540109 25876 369397 SH SOLE 258391 0 111006 TORO CO COM 891092108 1080 15400 SH SOLE 15400 0 0 TOWER INTL INC COM COM 891826109 1136 42720 SH SOLE 42720 0 0 TOWN SPORTS INTL HLDGS IN COM 89214A102 68 10000 SH SOLE 10000 0 0 TRACTOR SUPPLY CO COM 892356106 1973 23200 SH SOLE 23200 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 9906 91611 SH SOLE 77676 0 13935 TRC COS INC COM 872625108 119 14300 SH SOLE 14300 0 0 TRIBUNE PUBG CO COM COM 896082104 999 51484 SH SOLE 49384 0 2100 TRIPLE-S MGMT CORP CL B COM 896749108 260 13102 SH SOLE 13102 0 0 TUTOR PERINI CORP COM 901109108 2201 94282 SH SOLE 81282 0 13000 TWENTY-FIRST CENTURY FOX INC COM 90130A101 22111 653400 SH SOLE 396200 0 257200 TWIN DISC INC COM 901476101 269 15200 SH SOLE 15200 0 0 UDR INC COM 902653104 412 12100 SH SOLE 12100 0 0 ULTA SALON COSMETICS & FRAG COM 90384S303 1635 10838 SH SOLE 10838 0 0 ULTIMATE SOFTWARE GROUP INC COM 90385D107 613 3605 SH SOLE 3605 0 0 UMPQUA HOLDINGS CORP COM 904214103 199 11590 SH SOLE 11590 0 0 UNION PAC CORP COM 907818108 58574 540799 SH SOLE 393009 0 147790 UNITED CONTL HLDGS INC COM 910047109 20461 304260 SH SOLE 229360 0 74900 UNITED NATURAL FOODS COM 911163103 377 4890 SH SOLE 4890 0 0 UNITED ONLINE INC COM 911268209 1383 86806 SH SOLE 71390 0 15416 UNITED STATES CELL COM 911684108 489 13695 SH SOLE 13695 0 0 UNITED THERAPEUTICS COM 91307C102 19567 113473 SH SOLE 87803 0 25670 UNIVERSAL TECHNICAL INST INC COM 913915104 159 16600 SH SOLE 16600 0 0 UNUMPROVIDENT CORP COM 91529Y106 3382 100275 SH SOLE 81275 0 19000 US BANCORP DEL COM 902973304 2356 53950 SH SOLE 40050 0 13900 V F CORP COM 918204108 7535 100056 SH SOLE 85956 0 14100 VAIL RESORTS INC COM 91879Q109 2060 19920 SH SOLE 19920 0 0 VALERO ENERGY CORP COM 91913Y100 45110 709050 SH SOLE 523750 0 185300 VALSPAR CORP COM 920355104 7920 94253 SH SOLE 80100 0 14153 VANTIV INC CL A COM 92210H105 5488 145560 SH SOLE 120660 0 24900 VECTRUS INC COM 92242T101 220 8621 SH SOLE 8621 0 0 VEEVA SYSTEMS INC SHS COM 922475108 470 18400 SH SOLE 18400 0 0 VENTAS INC COM 92276F100 3439 47100 SH SOLE 47100 0 0 VERIZON COMMUNICATIONS COM 92343V104 28356 583105 SH SOLE 399188 0 183917 VIACOM INC NEW CLASS B COM 92553P201 17146 251040 SH SOLE 204340 0 46700 VICAL INC COM 925602104 419 443438 SH SOLE 443438 0 0 VISA INC COM CL A COM 92826C839 57115 873192 SH SOLE 593352 0 279840 VMWARE INC CL A COM COM 928563402 26177 319191 SH SOLE 222000 0 97191 VOCERA COMMUNICATIONS INC COM 92857F107 226 22808 SH SOLE 22808 0 0 VOLT INFORMATION SCIENCES COM 928703107 653 55500 SH SOLE 55500 0 0 VOYA FINANCIAL INC COM 929089100 19812 459567 SH SOLE 376667 0 82900 WABTEC CORP COM 929740108 9473 99708 SH SOLE 71880 0 27828 WADDELL & REED FINL INC COM 930059100 1019 20570 SH SOLE 20570 0 0 WAL-MART STORES COM 931142103 18301 222500 SH SOLE 153700 0 68800 WALKER & DUNLOP INC COM COM 93148P102 414 23353 SH SOLE 23353 0 0 WATSCO INC COM 942622200 910 7241 SH SOLE 7241 0 0 WELLS FARGO & CO COM 949746101 20344 373973 SH SOLE 302853 0 71120 WERNER ENTERPRISES COM 950755108 4786 152363 SH SOLE 152363 0 0 WESTELL TECHNOLOGIES COM 957541105 125 95351 SH SOLE 95351 0 0 WESTERN ALLIANCE BANCORP COM COM 957638109 2931 98898 SH SOLE 98898 0 0 WESTERN DIGITAL CORP COM 958102105 23203 254945 SH SOLE 216345 0 38600 WESTERN REFNG INC COM COM 959319104 8527 172650 SH SOLE 148950 0 23700 WHIRLPOOL COM 963320106 3940 19500 SH SOLE 15980 0 3520 WHITE WAVE CLASS A COM 966244105 325 7330 SH SOLE 7330 0 0 WHOLE FOODS MKT INC COM 966837106 3047 58500 SH SOLE 58500 0 0 WILEY JOHN & SONS COM 968223206 8399 137380 SH SOLE 126070 0 11310 WILLIAMS SONOMA COM 969904101 827 10380 SH SOLE 10380 0 0 WILSHIRE BANCORP INC COM 97186T108 132 13200 SH SOLE 13200 0 0 WINTHROP RLTY TR SH BEN INT NE COM 976391300 336 20603 SH SOLE 19503 0 1100 WISDOMTREE INVTS INC COM 97717P104 4265 198730 SH SOLE 166230 0 32500 WIX.COM LTD SHS COM M98068105 882 46026 SH SOLE 46026 0 0 WOODWARD INC COM 980745103 437 8570 SH SOLE 8570 0 0 WORKDAY INC CL A COM 98138H101 21548 255276 SH SOLE 181800 0 73476 WORLD FUEL SVCS CORP COM 981475106 1862 32400 SH SOLE 32400 0 0 WPX ENERGY INC COM COM 98212B103 589 53920 SH SOLE 53920 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 3809 42100 SH SOLE 23900 0 18200 XCEL ENERGY INC COM 98389B100 2954 84870 SH SOLE 84870 0 0 XCERRA CORP COM 98400J108 139 15600 SH SOLE 15600 0 0 XENOPORT INC COM COM 98411C100 1045 146800 SH SOLE 146800 0 0 XL GROUP PLC SHS COM G98290102 5306 144172 SH SOLE 114972 0 29200 ZHONE TECHNOLOGIES INC COM 98950P884 188 144426 SH SOLE 144426 0 0 ZIMMER HOLDINGS INC COM 98956P102 3361 28600 SH SOLE 28600 0 0 ZOETIS INC COM 98978V103 3712 80190 SH SOLE 80190 0 0 ZUMIEZ INC COM COM 989817101 778 19320 SH SOLE 19320 0 0 ZYNGA INC CL A COM 98986T108 6745 2366764 SH SOLE 1983612 0 383152