The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR Corp COM 000361105 10,719 392,222 SH   SOLE   392,222 0 392,222
AGL Resources Inc COM 001204106 34,300 745,169 SH   SOLE   745,169 0 745,169
AOL Inc COM 00184X105 33,648 973,050 SH   SOLE   973,050 0 973,050
AVNET Inc COM 053807103 3,432 82,282 SH   SOLE   82,282 0 82,282
Agco Corp COM 001084102 36,845 609,822 SH   SOLE   609,822 0 609,822
Alliance Data Systems Corp COM 018581108 2,107 9,962 SH   SOLE   9,962 0 9,962
American Eqty Invt Life Hld COM 025676206 14,697 692,618 SH   SOLE   692,618 0 692,618
American Finl Group Inc Ohio COM 025932104 33,588 621,309 SH   SOLE   621,309 0 621,309
AmerisourceBergen Corp COM 03073E105 11,930 195,254 SH   SOLE   195,254 0 195,254
Arrow Electronics Inc COM 042735100 29,082 599,252 SH   SOLE   599,252 0 599,252
Astronics Corp COM 046433108 2,198 44,209 SH   SOLE   44,209 0 44,209
Atwood Oceanics Inc COM 050095108 19,422 352,868 SH   SOLE   352,868 0 352,868
Bally Technologies Inc COM 05874B107 23,494 326,039 SH   SOLE   326,039 0 326,039
CF Inds Hldgs Inc COM 125269100 323 1,530 SH   SOLE   1,530 0 1,530
CIGNA Corp COM 125509109 3,552 46,210 SH   SOLE   46,210 0 46,210
Cabot Oil & Gas Corp Cl A COM 127097103 358 9,606 SH   SOLE   9,606 0 9,606
Capital One Finl Corp COM 14040H105 3,454 50,241 SH   SOLE   50,241 0 50,241
Carefusion Inc COM 14170T101 26,221 710,588 SH   SOLE   710,588 0 710,588
Celgene Corp COM 151020104 455 2,952 SH   SOLE   2,952 0 2,952
CenturyLink Inc COM 156700106 1,625 51,774 SH   SOLE   51,774 0 51,774
Chesapeake Utils Corp COM 165303108 1,996 38,029 SH   SOLE   38,029 0 38,029
Chipotle Mexican Grill Inc COM 169656105 442 1,030 SH   SOLE   1,030 0 1,030
Church & Dwight Inc COM 171340102 15,154 252,351 SH   SOLE   252,351 0 252,351
Cimarex Energy Co COM 171798101 19,384 201,083 SH   SOLE   201,083 0 201,083
Colgate Palmolive Co COM 194162103 326 5,490 SH   SOLE   5,490 0 5,490
Continental Resources Inc COM 212015101 389 3,627 SH   SOLE   3,627 0 3,627
Corporate Executive Brd Co COM 21988R102 14,422 198,599 SH   SOLE   198,599 0 198,599
Credit Accep Corp Mich COM 225310101 2,230 20,129 SH   SOLE   20,129 0 20,129
Cummins Inc COM 231021106 3,597 27,070 SH   SOLE   27,070 0 27,070
DST Sys Inc Del COM 233326107 35,941 476,613 SH   SOLE   476,613 0 476,613
Darling Intl Inc COM 237266101 1,418 67,015 SH   SOLE   67,015 0 67,015
EMC Corp Mass COM 268648102 3,061 119,756 SH   SOLE   119,756 0 119,756
EPL Oil & Gas Inc COM 26883D108 14,815 399,209 SH   SOLE   399,209 0 399,209
Eagle Bancorp Inc COM 268948106 2,950 104,279 SH   SOLE   104,279 0 104,279
Ecolab Inc COM 278865100 14,493 146,746 SH   SOLE   146,746 0 146,746
Energizer Holdings Inc COM 29266R108 15,246 167,266 SH   SOLE   167,266 0 167,266
Enersys COM 29275Y102 2,610 43,046 SH   SOLE   43,046 0 43,046
Express Inc COM 30219E103 15,295 648,351 SH   SOLE   648,351 0 648,351
Express Scripts Holding Co. COM 30219G108 3,206 51,874 SH   SOLE   51,874 0 51,874
F5 Networks Inc Com COM 315616102 20,798 242,381 SH   SOLE   242,381 0 242,381
FBL Finl Group Inc Cl A COM 30239F106 2,278 50,744 SH   SOLE   50,744 0 50,744
FMC Corp COM 302491303 501 6,987 SH   SOLE   6,987 0 6,987
FMC Technologies Inc COM 30249U101 3,238 58,421 SH   SOLE   58,421 0 58,421
First Rep Bk San Fran Cali COM 33616C100 22,529 483,139 SH   SOLE   483,139 0 483,139
Fiserv Inc COM 337738108 518 5,124 SH   SOLE   5,124 0 5,124
Franklin Res Inc COM 354613101 2,802 55,438 SH   SOLE   55,438 0 55,438
Gannett Co Inc COM 364730101 26,496 989,029 SH   SOLE   989,029 0 989,029
Gilead Sciences Inc COM 375558103 2,989 47,548 SH   SOLE   47,548 0 47,548
Google Inc Cl A COM 38259P508 3,157 3,604 SH   SOLE   3,604 0 3,604
Grainger W W Inc COM 384802104 3,147 12,026 SH   SOLE   12,026 0 12,026
Grand Canyon Ed Inc COM 38526M106 22,474 558,494 SH   SOLE   558,494 0 558,494
Green Mtn Coffee Roasters In COM 393122106 1,315 17,459 SH   SOLE   17,459 0 17,459
HCI Group Inc COM 40416E103 2,614 64,002 SH   SOLE   64,002 0 64,002
Hexcel Corp COM 428291108 9,204 237,205 SH   SOLE   237,205 0 237,205
HollyFrontier Corp COM 436106108 375 8,906 SH   SOLE   8,906 0 8,906
Hornbeck Offshore Svcs Inc COM 440543106 16,515 287,518 SH   SOLE   287,518 0 287,518
ICF Intl Inc COM 44925C103 1,812 51,166 SH   SOLE   51,166 0 51,166
Ingredion Inc COM 457187102 20,516 310,055 SH   SOLE   310,055 0 310,055
Innophos Holdings Inc COM 45774N108 20,061 380,083 SH   SOLE   380,083 0 380,083
Intercontinental Exch Inc COM 45865V100 2,862 15,774 SH   SOLE   15,774 0 15,774
Juniper Networks Inc COM 48203R104 2,332 117,398 SH   SOLE   117,398 0 117,398
Koppers Holdings Inc COM 50060P106 2,172 50,934 SH   SOLE   50,934 0 50,934
Kroger Co COM 501044101 470 11,654 SH   SOLE   11,654 0 11,654
Lab Corp Amer Hldgs New COM 50540R409 353 3,557 SH   SOLE   3,557 0 3,557
Lennox Intl Inc Com COM 526107107 1,902 25,276 SH   SOLE   25,276 0 25,276
Lincoln Natl Corp Ind COM 534187109 1,615 38,464 SH   SOLE   38,464 0 38,464
Lithia Mtrs Inc Cl A COM 536797103 8,934 122,452 SH   SOLE   122,452 0 122,452
Mastercard Inc Cl A COM 57636Q104 1,696 2,521 SH   SOLE   2,521 0 2,521
McKesson Corp COM 58155Q103 3,487 27,176 SH   SOLE   27,176 0 27,176
Mettler Toledo International COM 592688105 7,670 31,947 SH   SOLE   31,947 0 31,947
Microsoft Corp COM 594918104 3,596 108,042 SH   SOLE   108,042 0 108,042
Myriad Genetics Inc COM 62855J104 23,011 979,178 SH   SOLE   979,178 0 979,178
NCR Corp New COM 62886E108 1,934 48,825 SH   SOLE   48,825 0 48,825
NIC Inc COM 62914B100 17,336 750,138 SH   SOLE   750,138 0 750,138
Netflix Inc COM 64110L106 1,412 4,566 SH   SOLE   4,566 0 4,566
Neustar Inc Cl A COM 64126X201 34,065 688,468 SH   SOLE   688,468 0 688,468
Nu Skin Enterprises Inc Cl A COM 67018T105 3,079 32,155 SH   SOLE   32,155 0 32,155
O'Reilly Automotive Inc New COM 67103H107 2,728 21,384 SH   SOLE   21,384 0 21,384
Oasis Petroleum Inc New COM 674215108 22,200 451,854 SH   SOLE   451,854 0 451,854
Oil Sts Intl Inc Com COM 678026105 12,532 121,132 SH   SOLE   121,132 0 121,132
Old Dominion Fght Lines inc COM 679580100 11,302 245,753 SH   SOLE   245,753 0 245,753
Owens Ill Inc COM 690768403 22,792 759,213 SH   SOLE   759,213 0 759,213
Pharmerica Corp COM 71714F104 1,587 119,573 SH   SOLE   119,573 0 119,573
Pioneer Nat Res Co COM 723787107 2,797 14,815 SH   SOLE   14,815 0 14,815
Polaris Inds COM 731068102 40,445 313,093 SH   SOLE   313,093 0 313,093
Portfolio Recovery Assocs Inc COM 73640Q105 16,615 277,243 SH   SOLE   277,243 0 277,243
Precision Castparts Corp COM 740189105 393 1,728 SH   SOLE   1,728 0 1,728
Priceline Com Inc COM 741503403 3,023 2,990 SH   SOLE   2,990 0 2,990
Primerica Inc COM 74164M108 24,059 596,411 SH   SOLE   596,411 0 596,411
Procter & Gamble Co COM 742718109 2,730 36,115 SH   SOLE   36,115 0 36,115
Prosperity Bancshares Inc COM 743606105 19,376 313,326 SH   SOLE   313,326 0 313,326
Questcor Pharmaceuticals Inc COM 74835Y101 25,083 432,472 SH   SOLE   432,472 0 432,472
Reliance Steel & Aluminum Co COM 759509102 7,479 102,072 SH   SOLE   102,072 0 102,072
Rockwell Automation Inc COM 773903109 3,695 34,551 SH   SOLE   34,551 0 34,551
Ross Stores Inc COM 778296103 34,153 469,137 SH   SOLE   469,137 0 469,137
Ryland Group Inc COM 783764103 12,152 299,749 SH   SOLE   299,749 0 299,749
Scripps Networks Interact In C COM 811065101 3,552 45,473 SH   SOLE   45,473 0 45,473
Sotheby's COM 835898107 31,771 646,677 SH   SOLE   646,677 0 646,677
Southwest Gas Corp COM 844895102 987 19,738 SH   SOLE   19,738 0 19,738
Starbucks Corp COM 855244109 3,493 45,386 SH   SOLE   45,386 0 45,386
State Street Corp COM 857477103 2,717 41,320 SH   SOLE   41,320 0 41,320
Sturm Ruger & Co Inc COM 864159108 1,952 31,169 SH   SOLE   31,169 0 31,169
Synaptics Inc COM 87157D109 31,702 716,424 SH   SOLE   716,424 0 716,424
Syntel Inc COM 87162H103 38,461 480,161 SH   SOLE   480,161 0 480,161
TJX Cos Inc New COM 872540109 3,493 61,942 SH   SOLE   61,942 0 61,942
TRW Automotive Hldgs Corp COM 87264S106 39,026 547,269 SH   SOLE   547,269 0 547,269
TeleTech Holdings Inc COM 879939106 1,889 75,305 SH   SOLE   75,305 0 75,305
Teradata Corp COM 88076W103 8,076 145,674 SH   SOLE   145,674 0 145,674
Thor Inds Inc COM 885160101 2,348 40,461 SH   SOLE   40,461 0 40,461
Torchmark Corp COM 891027104 36,012 497,743 SH   SOLE   497,743 0 497,743
Travelers Companies Inc COM 89417E109 3,077 36,300 SH   SOLE   36,300 0 36,300
Trinity Inds Inc COM 896522109 2,401 52,950 SH   SOLE   52,950 0 52,950
Tyson Foods Inc Cl A COM 902494103 17,851 631,236 SH   SOLE   631,236 0 631,236
Ubiquiti Networks Inc COM 90347A100 2,245 66,845 SH   SOLE   66,845 0 66,845
Ulta Salon Cosmetics & Frag COM 90384S303 37,075 310,356 SH   SOLE   310,356 0 310,356
Unit Corp COM 909218109 11,983 257,762 SH   SOLE   257,762 0 257,762
United Therapeutics Corp Del COM 91307C102 32,310 409,762 SH   SOLE   409,762 0 409,762
Valmont Inds Inc COM 920253101 30,817 221,847 SH   SOLE   221,847 0 221,847
Verizon Communications COM 92343V104 340 7,285 SH   SOLE   7,285 0 7,285
Wabtec Corp COM 929740108 24,440 388,741 SH   SOLE   388,741 0 388,741
Waddell & Reed Finl Inc Cl A COM 930059100 27,437 532,971 SH   SOLE   532,971 0 532,971
Walgreen Co COM 931422109 3,518 65,398 SH   SOLE   65,398 0 65,398
Wellcare Health Plans Inc COM 94946T106 35,871 514,357 SH   SOLE   514,357 0 514,357
Wells Fargo & Co New COM 949746101 2,784 67,377 SH   SOLE   67,377 0 67,377
Wesco Intl Inc COM 95082P105 30,588 399,682 SH   SOLE   399,682 0 399,682
Whiting Pete Corp COM 966387102 3,527 58,939 SH   SOLE   58,939 0 58,939