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
hours per response: 23.8
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
3-D SYS CORP DEL COM NEW COM 88554D205 9,572 103,005 SH   SOLE   8,055 0 94,950
3M CO COM 88579Y101 4,522 32,241 SH   SOLE   32,241 0 0
ACE LTD COM H0023R105 1,602 15,475 SH   SOLE   15,475 0 0
ACTUANT CORPORATION COM 00508X203 32,935 898,873 SH   SOLE   141,278 0 757,595
ACUITY BRANDS INC COM COM 00508Y102 17,760 162,455 SH   SOLE   45,590 0 116,865
ADVISORY BOARD COM 00762W107 17,022 267,350 SH   SOLE   74,800 0 192,550
AEGERION PHARMA INC COM COM 00767E102 12,263 172,815 SH   SOLE   49,240 0 123,575
AGILENT TECHNOLOGIES COM 00846U101 23,191 405,510 SH   SOLE   9,965 0 395,545
AGILENT TECHNOLOGIES COM 00846U101 4,003 70,000 SH   DFND 1 70,000 0 0
AKORN INC COM COM 009728106 17,937 728,567 SH   SOLE   206,575 0 521,992
ALASKA AIR GROUP INC COM COM 011659109 20,715 282,340 SH   SOLE   6,890 0 275,450
ALEXION PHARMACEUTICALS INC COM 015351109 7,849 59,065 SH   SOLE   2,740 0 56,325
ALLIANCE RES PARTNR LP UT LTD COM 01877R108 808 10,500 SH   SOLE   10,500 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 5,272 154,070 SH   SOLE   121,695 0 32,375
ALTRIA GROUP INC COM 02209S103 4,348 113,255 SH   SOLE   113,255 0 0
ALTRIA GROUP INC COM 02209S103 2,687 70,000 SH   DFND 1 70,000 0 0
AMC ENTMT HLDGS INC CL A COM COM 00165C104 366 17,800 SH   SOLE   17,800 0 0
AMC ENTMT HLDGS INC CL A COM COM 00165C104 662 32,200 SH   DFND 1 32,200 0 0
AMERICAN EQTY INVT LFE COM COM 025676206 15,945 604,430 SH   SOLE   462,055 0 142,375
AMERICAN WTR WKS CO IN COM COM 030420103 3,381 80,000 SH   DFND 1 80,000 0 0
AMETEK COM 031100100 16,563 314,474 SH   SOLE   14,994 0 299,480
AMPHENOL CORP-CL A COM 032095101 29,547 331,320 SH   SOLE   32,110 0 299,210
ANALOG DEVICES COM 032654105 2,037 40,000 SH   DFND 1 40,000 0 0
ANALOGIC CORP COM PAR $0.05 COM 032657207 15,745 177,791 SH   SOLE   136,025 0 41,766
ANHEUSER-BUSCH INBEV NV ADR COM 03524A108 4,791 45,000 SH   DFND 1 45,000 0 0
ANIXTER INTL INC COM COM 035290105 8,256 91,892 SH   SOLE   72,567 0 19,325
APPLE INC COM 037833100 7,711 13,745 SH   SOLE   13,745 0 0
APPLE INC COM 037833100 13,464 24,000 SH   DFND 1 24,000 0 0
ARES CAP CORP COM COM 04010L103 4,299 241,950 SH   SOLE   241,950 0 0
ARES CAP CORP COM COM 04010L103 3,323 187,000 SH   DFND 1 187,000 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 16,414 353,073 SH   SOLE   270,146 0 82,927
ARUBA NETWORKS INC COM 043176106 15,117 844,551 SH   SOLE   236,606 0 607,945
ASPEN TECHNOLOGY COM 045327103 22,744 544,124 SH   SOLE   152,124 0 392,000
ASSURED GUARANTY LTD COM G0585R106 22,816 967,200 SH   SOLE   56,000 0 911,200
ASTRAZENECA PLC -SPONSORED ADR COM 046353108 1,971 33,200 SH   SOLE   33,200 0 0
AT&T INC COM 00206R102 5,801 164,983 SH   SOLE   164,983 0 0
AT&T INC COM 00206R102 3,692 105,000 SH   DFND 1 105,000 0 0
AUTO DATA PROCESSING COM 053015103 1,083 13,400 SH   SOLE   13,400 0 0
AUTO DATA PROCESSING COM 053015103 4,202 52,000 SH   DFND 1 52,000 0 0
AUTOZONE INC COM COM 053332102 1,587 3,320 SH   SOLE   3,320 0 0
AVAGO TECHNOLOGIES LTD COM Y0486S104 25,846 488,775 SH   SOLE   22,300 0 466,475
AVIS BUDGET GROUP COM COM 053774105 28,844 713,595 SH   SOLE   196,331 0 517,264
AVISTA CORP. COM 05379B107 7,983 283,175 SH   SOLE   223,625 0 59,550
B/E AEROSPACE INC COM 073302101 22,061 253,490 SH   SOLE   14,660 0 238,830
BANK OF THE OZARKS COM 063904106 17,854 315,496 SH   SOLE   242,411 0 73,085
BARNES GROUP INC COM COM 067806109 15,715 410,204 SH   SOLE   314,484 0 95,720
BAXTER INTL COM 071813109 3,668 52,745 SH   SOLE   52,745 0 0
BB&T CORP COM COM 054937107 5,565 149,109 SH   SOLE   149,109 0 0
BHP BILLITON LTD SPONSORED ADR COM 088606108 887 13,000 SH   SOLE   13,000 0 0
BHP BILLITON PLC SPONSORED ADR COM 05545E209 1,764 28,392 SH   SOLE   28,392 0 0
BIOMARIN PHARMACEUTICAL COM 09061G101 12,981 184,520 SH   SOLE   8,795 0 175,725
BLACK HILLS COM 092113109 10,773 205,166 SH   SOLE   162,041 0 43,125
BLACKROCK INC CL A COM 09247X101 5,658 17,877 SH   SOLE   17,877 0 0
BLACKROCK INC CL A COM 09247X101 3,798 12,000 SH   DFND 1 12,000 0 0
BLOOMIN' BRANDS INC COM COM 094235108 16,333 680,260 SH   SOLE   191,160 0 489,100
BLOUNT INTERNATIONAL INC COM 095180105 12,309 850,643 SH   SOLE   671,768 0 178,875
BRINKER INTERNATIONAL INC COM 109641100 9,427 203,425 SH   SOLE   56,000 0 147,425
BRISTOL-MYERS SQUIBB COM 110122108 4,252 80,000 SH   DFND 1 80,000 0 0
BRISTOW GROUP INC COM COM 110394103 23,959 319,196 SH   SOLE   245,391 0 73,805
BRUNSWICK CORP COM COM 117043109 48,149 1,045,348 SH   SOLE   216,408 0 828,940
CA INC COM 12673P105 2,630 78,150 SH   SOLE   78,150 0 0
CABOT OIL & GAS CORP COM COM 127097103 21,327 550,245 SH   SOLE   29,165 0 521,080
CALAMP CORP COM COM 128126109 26,387 943,416 SH   SOLE   264,255 0 679,161
CALGON CARBON CORP COM 129603106 14,780 718,521 SH   SOLE   549,671 0 168,850
CAPITAL ONE FINL COM 14040H105 847 11,050 SH   SOLE   11,050 0 0
CAPITAL ONE FINL COM 14040H105 3,830 50,000 SH   DFND 1 50,000 0 0
CAPITAL SR LIVING CORP COM COM 140475104 4,026 167,800 SH   SOLE   47,625 0 120,175
CARDINAL FINL CORP COM COM 14149F109 15,657 870,334 SH   SOLE   245,325 0 625,009
CARDINAL HEALTH COM 14149Y108 4,677 70,000 SH   DFND 1 70,000 0 0
CARDTRONICS INC COM COM 14161H108 61,984 1,426,560 SH   SOLE   713,619 0 712,941
CARNIVAL CORP. COM 143658300 2,063 51,358 SH   SOLE   51,358 0 0
CARNIVAL CORP. COM 143658300 2,209 55,000 SH   DFND 1 55,000 0 0
CARTER'S INC COM 146229109 25,659 357,420 SH   SOLE   17,495 0 339,925
CASEYS GENERAL STORES INC COM 147528103 20,899 297,499 SH   SOLE   228,375 0 69,124
CATERPILLAR COM 149123101 1,848 20,345 SH   SOLE   20,345 0 0
CATHAY GENERAL BANCORP COM COM 149150104 20,042 749,795 SH   SOLE   211,357 0 538,438
CATO CORP NEW CL A COM 149205106 14,895 468,393 SH   SOLE   359,548 0 108,845
CBS CORP-CL B COM 124857202 2,550 40,000 SH   DFND 1 40,000 0 0
CENTURYLINK INC COM 156700106 1,347 42,300 SH   SOLE   42,300 0 0
CERNER CORP. COM 156782104 20,587 369,335 SH   SOLE   21,960 0 347,375
CHECK POINT SOFTWARE ORD COM M22465104 2,902 45,000 SH   DFND 1 45,000 0 0
CHEESECAKE FACTORY (THE) COM 163072101 19,697 408,065 SH   SOLE   19,290 0 388,775
CHESAPEAKE LODGING TR SH BEN I COM 165240102 7,626 301,545 SH   SOLE   237,080 0 64,465
CHEVRON CORP. COM 166764100 11,675 93,471 SH   SOLE   93,471 0 0
CHEVRON CORP. COM 166764100 4,372 35,000 SH   DFND 1 35,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 4,092 122,765 SH   SOLE   122,765 0 0
CISCO SYS INC COM COM 17275R102 4,266 190,175 SH   SOLE   190,175 0 0
CISCO SYS INC COM COM 17275R102 5,607 250,000 SH   DFND 1 250,000 0 0
CITIGROUP COM 172967424 393 7,550 SH   SOLE   7,550 0 0
CITIGROUP COM 172967424 3,127 60,000 SH   DFND 1 60,000 0 0
CLARCOR COM 179895107 13,702 212,928 SH   SOLE   163,253 0 49,675
CLECO CORP NEW COM COM 12561W105 18,913 405,685 SH   SOLE   311,219 0 94,466
CME GROUP INC COM 12572Q105 889 11,330 SH   SOLE   11,330 0 0
COCA-COLA COM 191216100 103 2,500 SH   SOLE   2,500 0 0
COCA-COLA COM 191216100 3,924 95,000 SH   DFND 1 95,000 0 0
COEUR MINING INC COM 192108504 2,752 253,605 SH   SOLE   253,605 0 0
COGNIZANT TECH SOLUTIONS COM 192446102 24,585 243,465 SH   SOLE   12,780 0 230,685
CONCHO RES INC COM COM 20605P101 18,129 167,860 SH   SOLE   7,745 0 160,115
CONOCOPHILLIPS COM 20825C104 6,827 96,636 SH   SOLE   96,636 0 0
CONOCOPHILLIPS COM 20825C104 3,179 45,000 SH   DFND 1 45,000 0 0
COSTCO WHOLESALE CORP. COM 22160K105 1,193 10,020 SH   SOLE   10,020 0 0
COVANCE COM 222816100 35,899 407,663 SH   SOLE   64,493 0 343,170
COVIDIEN PLC COM COM G2554F113 2,521 37,025 SH   SOLE   37,025 0 0
COVIDIEN PLC COM COM G2554F113 5,448 80,000 SH   DFND 1 80,000 0 0
CSX COM 126408103 35 1,200 SH   SOLE   1,200 0 0
CSX COM 126408103 4,315 150,000 SH   DFND 1 150,000 0 0
DANAHER CORP. COM 235851102 1,944 25,180 SH   SOLE   25,180 0 0
DEERE & CO COM 244199105 4,110 45,000 SH   DFND 1 45,000 0 0
DEL FRISCOS RESTN GRP COM COM 245077102 21,754 922,933 SH   SOLE   259,485 0 663,448
DICK'S SPORTING GOODS INC COM 253393102 20,474 352,400 SH   SOLE   16,550 0 335,850
DINEEQUITY INC COM COM 254423106 585 7,000 SH   SOLE   7,000 0 0
DIODES INC COM 254543101 24,109 1,023,317 SH   SOLE   490,216 0 533,101
DISCOVER FINL SVCS COM COM 254709108 24,331 434,865 SH   SOLE   20,980 0 413,885
DOMINION RES INC VA COM COM 25746U109 2,823 43,636 SH   SOLE   43,636 0 0
DOW CHEMICAL COM 260543103 4,564 102,800 SH   SOLE   102,800 0 0
DU PONT DE NEMOURS COM 263534109 4,394 67,630 SH   SOLE   67,630 0 0
DU PONT DE NEMOURS COM 263534109 4,548 70,000 SH   DFND 1 70,000 0 0
DUKE ENERGY CORP. COM 26441C105 759 11,000 SH   SOLE   11,000 0 0
DUPONT FABROS TECH INC COM COM 26613Q106 7,606 307,827 SH   SOLE   243,152 0 64,675
E M C CORP MASS COM 268648102 58 2,300 SH   SOLE   2,300 0 0
E M C CORP MASS COM 268648102 5,030 200,000 SH   DFND 1 200,000 0 0
EARTHLINK HOLDINGS CORP COM 27033X101 11,061 2,182,162 SH   SOLE   1,723,312 0 458,850
EDUCATION RLTY TR INC COM COM 28140H104 10,211 1,157,669 SH   SOLE   914,169 0 243,500
EL PASO ELEC CO COM NEW COM 283677854 11,566 329,415 SH   SOLE   255,390 0 74,025
ENCORE CAP GROUP INC COM COM 292554102 26,790 533,032 SH   SOLE   149,535 0 383,497
ENDURANCE INTL GROUP H COM COM 29272B105 12,256 864,325 SH   SOLE   242,050 0 622,275
ENERGY TRANSFER PRTNRS UNIT LT COM 29273R109 1,987 34,700 SH   SOLE   34,700 0 0
ENERGY TRANSFER PRTNRS UNIT LT COM 29273R109 6,870 120,000 SH   DFND 1 120,000 0 0
ENPRO INDUSTRIES INC COM 29355X107 13,591 235,748 SH   SOLE   180,648 0 55,100
ENTERPRISE PRODUCTS PARTNERS COM 293792107 2,652 40,000 SH   DFND 1 40,000 0 0
EPR PROPERTIES COM 26884U109 1,086 22,100 SH   SOLE   22,100 0 0
ESCO TECHNOLGOIES COM 296315104 15,106 440,915 SH   SOLE   338,415 0 102,500
EURONET WORLDWIDE INC COM COM 298736109 21,139 441,785 SH   SOLE   124,260 0 317,525
EVERCORE PARTNERS INC CLASS A COM 29977A105 27,116 453,598 SH   SOLE   127,643 0 325,955
EXLSERVICE HLDGS INC COM COM 302081104 19,232 696,315 SH   SOLE   195,290 0 501,025
EXPRESS INC COM 30219E103 25,722 1,377,705 SH   SOLE   387,115 0 990,590
EXXON MOBIL CORP COM 30231G102 5,302 52,395 SH   SOLE   52,395 0 0
F5 NETWORKS COM 315616102 19,585 215,550 SH   SOLE   5,225 0 210,325
FABRINET SHS COM G3323L100 16,436 799,439 SH   SOLE   613,948 0 185,491
FEDEX CORP COM 31428X106 5,176 36,000 SH   DFND 1 36,000 0 0
FINISAR CORP COM NEW COM 31787A507 35,356 1,478,086 SH   SOLE   247,746 0 1,230,340
FIRST FINL BANKSHARES COM COM 32020R109 9,047 136,851 SH   SOLE   108,076 0 28,775
FIRST INDUSTRIAL RLTY COM COM 32054K103 8,779 503,100 SH   SOLE   395,085 0 108,015
FIRST MIDWEST BANCORP INC/IL COM 320867104 9,389 535,585 SH   SOLE   423,010 0 112,575
FIVE BELOW INC COM COM 33829M101 6,916 160,100 SH   SOLE   45,475 0 114,625
FLEETCOR TECHNOLOGIES COM COM 339041105 38,406 327,783 SH   SOLE   53,513 0 274,270
FLOWSERVE CORP COM 34354P105 20,297 257,480 SH   SOLE   12,555 0 244,925
FNB CORP COM COM 302520101 13,890 1,100,628 SH   SOLE   920,628 0 180,000
FRANKLIN ELEC INC COM COM 353514102 12,222 273,786 SH   SOLE   216,211 0 57,575
FREEPORT-MCMORAN COP&GOLD CL B COM 35671D857 6,881 182,328 SH   SOLE   182,328 0 0
FREEPORT-MCMORAN COP&GOLD CL B COM 35671D857 4,151 110,000 SH   DFND 1 110,000 0 0
G & K SVCS INC CL A COM 361268105 9,067 145,706 SH   SOLE   115,056 0 30,650
G-III APPAREL GRP LTD COM COM 36237H101 23,203 313,740 SH   SOLE   242,360 0 71,380
GALLAGHER ARTHUR J &CO COM COM 363576109 2,584 55,060 SH   SOLE   55,060 0 0
GATX CORP. COM 361448103 17,252 330,697 SH   SOLE   254,140 0 76,557
GENERAL DYNAMICS CORP. COM 369550108 540 5,650 SH   SOLE   5,650 0 0
GENERAL ELECTRIC COM 369604103 13,416 478,618 SH   SOLE   478,618 0 0
GENERAL ELECTRIC COM 369604103 10,091 360,000 SH   DFND 1 360,000 0 0
GENESEE & WYOMING INC-CL A COM 371559105 33,722 351,088 SH   SOLE   58,170 0 292,918
GLAXOSMITHKLINE PLC-ADR COM 37733W105 3,277 61,380 SH   SOLE   61,380 0 0
GLOBAL CASH ACCESS HLD COM COM 378967103 2,501 250,375 SH   SOLE   70,200 0 180,175
GLOBUS MED INC CL A COM 379577208 20,782 1,029,852 SH   SOLE   288,748 0 741,104
GNC HLDGS INC COM CL A COM 36191G107 23,769 406,655 SH   SOLE   19,230 0 387,425
GOLAR LNG PARTNERS LP COM UNIT COM Y2745C102 714 23,600 SH   SOLE   23,600 0 0
GREATBATCH INC COM 39153L106 24,859 561,911 SH   SOLE   430,636 0 131,275
GREEN DOT CORP CL A COM 39304D102 14,863 590,955 SH   SOLE   165,955 0 425,000
GREEN MTN COFFEE ROAST COM COM 393122106 15,646 207,125 SH   SOLE   9,475 0 197,650
GROUP 1 AUTOMOTIVE COM 398905109 52,072 733,200 SH   SOLE   130,912 0 602,288
GUESS INC COM COM 401617105 7,995 257,335 SH   SOLE   5,540 0 251,795
GULFMARK OFFSHORE INC CL A NEW COM 402629208 23,352 495,484 SH   SOLE   380,759 0 114,725
GULFPORT ENERGY CORP COM NEW COM 402635304 45,708 724,030 SH   SOLE   139,695 0 584,335
H & R BLOCK COM 093671105 15,586 536,695 SH   SOLE   48,865 0 487,830
H&E EQUIPMENT SERVICES INC COM 404030108 22,402 756,074 SH   SOLE   212,415 0 543,659
HAEMONETICS CORP COM COM 405024100 16,782 398,349 SH   SOLE   305,649 0 92,700
HANESBRANDS COM 410345102 63,768 907,476 SH   SOLE   153,173 0 754,303
HARSCO COM 415864107 16,891 602,610 SH   SOLE   497,135 0 105,475
HCP, INC COM 40414L109 1,393 38,360 SH   SOLE   38,360 0 0
HEALTHCARE RLTY TR COM 421946104 13,400 628,803 SH   SOLE   497,933 0 130,870
HEARTLAND PAYMENT SYSTEMS INC COM 42235N108 34,022 682,631 SH   SOLE   188,408 0 494,223
HELEN OF TROY CORP COM G4388N106 12,913 261,499 SH   SOLE   217,899 0 43,600
HELMERICH & PAYNE INC COM COM 423452101 3,191 37,955 SH   SOLE   37,955 0 0
HELMERICH & PAYNE INC COM COM 423452101 3,784 45,000 SH   DFND 1 45,000 0 0
HERTZ GLOBAL HLDS COM 42805T105 25,638 895,820 SH   SOLE   21,945 0 873,875
HEXCEL CORP COM 428291108 34,502 772,034 SH   SOLE   216,519 0 555,515
HFF CLASS A COM 40418F108 31,861 1,186,642 SH   SOLE   334,515 0 852,127
HILTON WORLDWIDE HLDGS COM COM 43300A104 12,127 545,055 SH   SOLE   13,865 0 531,190
HOMEAWAY INC COM COM 43739Q100 16,935 414,260 SH   SOLE   115,845 0 298,415
HONEYWELL INTL COM 438516106 813 8,900 SH   SOLE   8,900 0 0
HONEYWELL INTL COM 438516106 4,568 50,000 SH   DFND 1 50,000 0 0
HOSPITALITY PROPERTIES TRUST COM 44106M102 473 17,500 SH   SOLE   17,500 0 0
HUBBELL INC CL B COM 443510201 11,408 104,760 SH   SOLE   5,035 0 99,725
HUNTINGTON BANCSHARES COM COM 446150104 17,186 1,780,940 SH   SOLE   83,375 0 1,697,565
ICON PLC COM G4705A100 51,451 1,273,030 SH   SOLE   221,337 0 1,051,693
IHS INC CL A COM 451734107 23,129 193,225 SH   SOLE   9,350 0 183,875
IMPERVA INC COM 45321L100 14,403 299,256 SH   SOLE   83,974 0 215,282
INCYTE CORP COM 45337C102 10,086 199,209 SH   SOLE   56,529 0 142,680
INFO SVCS GRP INC COM COM 45675Y104 8,824 2,081,149 SH   SOLE   600,630 0 1,480,519
INFORMATICA COM 45666Q102 16,273 392,120 SH   SOLE   18,270 0 373,850
INTEL COM 458140100 7,151 275,503 SH   SOLE   275,503 0 0
INTEL COM 458140100 2,660 102,500 SH   DFND 1 102,500 0 0
INTERACTIVE INTELLIGENCE GROUP COM 45841V109 8,349 123,943 SH   SOLE   34,639 0 89,304
INTERCONTINENTAL EXCHANGE GROU COM 45866F104 37,803 168,075 SH   SOLE   9,315 0 158,760
INTERPUBLIC GROUP COS COM COM 460690100 18,010 1,017,540 SH   SOLE   24,910 0 992,630
INVESCO LTD SHS COM G491BT108 24,449 671,675 SH   SOLE   149,392 0 522,283
INVESCO LTD SHS COM G491BT108 2,548 70,000 SH   DFND 1 70,000 0 0
ISHARES RUSSELL MID CAP GROWTH COM 464287481 329 3,900 SH   SOLE   3,900 0 0
ISHARES TR RUSSELL 2000 GROWTH COM 464287648 352 2,600 SH   SOLE   2,600 0 0
JABIL CIRCUIT INC COM COM 466313103 1,065 61,085 SH   SOLE   61,085 0 0
JACK IN THE BOX COM 466367109 18,838 376,601 SH   SOLE   289,456 0 87,145
JOHNSON & JOHNSON COM 478160104 10,987 119,959 SH   SOLE   119,959 0 0
JOHNSON & JOHNSON COM 478160104 8,243 90,000 SH   DFND 1 90,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 13,423 229,536 SH   SOLE   229,536 0 0
JPMORGAN CHASE & CO. COM 46625H100 10,842 185,400 SH   DFND 1 185,400 0 0
KAR AUCTION SVCS INC COM COM 48238T109 16,460 557,025 SH   SOLE   27,800 0 529,225
KAYNE ANDERSON MLP INV COM COM 486606106 3,794 95,197 SH   SOLE   95,197 0 0
KEY ENERGY SVCS INC COM COM 492914106 12,802 1,620,565 SH   SOLE   1,240,340 0 380,225
KINDER MORGAN ENERGY PRTNRS LT COM 494550106 645 8,000 SH   SOLE   8,000 0 0
KINDER MORGAN INC. COM 49456B101 2,849 79,135 SH   SOLE   79,135 0 0
KINDER MORGAN INC. COM 49456B101 3,240 90,000 SH   DFND 1 90,000 0 0
KNIGHT TRANSPORTATION COM 499064103 14,028 764,875 SH   SOLE   584,830 0 180,045
KNOLL INC COM 498904200 9,874 539,290 SH   SOLE   425,865 0 113,425
KODIAK OIL & GAS CORP COM COM 50015Q100 25,062 2,235,660 SH   SOLE   630,327 0 1,605,333
KOPPERS HOLDINGS INC COM COM 50060P106 15,326 335,002 SH   SOLE   257,022 0 77,980
KRAFT FOODS GROUP INC COM COM 50076Q106 825 15,300 SH   SOLE   15,300 0 0
KRAFT FOODS GROUP INC COM COM 50076Q106 5,391 100,000 SH   DFND 1 100,000 0 0
KRISPY KREME DOUGHNUTS COM COM 501014104 6,607 342,512 SH   SOLE   95,382 0 247,130
L BRANDS INC COM COM 501797104 2,890 46,720 SH   SOLE   46,720 0 0
L BRANDS INC COM COM 501797104 4,639 75,000 SH   DFND 1 75,000 0 0
LAZARD LTD-CL A COM G54050102 21,109 465,780 SH   SOLE   22,045 0 443,735
LENNAR CORP COM 526057104 32,604 824,175 SH   SOLE   20,180 0 803,995
LEXINGTON REALTY TRUST COM COM 529043101 11,392 1,115,770 SH   SOLE   312,240 0 803,530
LINCOLN NATIONAL COM 534187109 4 75 SH   SOLE   75 0 0
LINCOLN NATIONAL COM 534187109 1,910 37,000 SH   DFND 1 37,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 1,768 38,820 SH   SOLE   38,820 0 0
LOCKHEED MARTIN COM 539830109 1,769 11,900 SH   SOLE   11,900 0 0
LORILLARD INC COM COM 544147101 933 18,400 SH   SOLE   18,400 0 0
LOWES COS INC COM COM 548661107 1,090 21,990 SH   SOLE   21,990 0 0
LYONDELLBASELL INDUSTR SHS - A COM N53745100 712 8,870 SH   SOLE   8,870 0 0
M D C HLDGS INC COM COM 552676108 2,974 92,245 SH   SOLE   92,245 0 0
MAIN STREET CAP CORP COM COM 56035L104 637 19,500 SH   SOLE   19,500 0 0
MANHATTAN ASSOCIATES COM 562750109 8,564 72,894 SH   SOLE   20,424 0 52,470
MARATHON OIL CORP. COM 565849106 74 2,100 SH   SOLE   2,100 0 0
MARATHON OIL CORP. COM 565849106 4,236 120,000 SH   DFND 1 120,000 0 0
MARRIOTT VACATIONS WRL COM COM 57164Y107 24,853 471,061 SH   SOLE   130,020 0 341,041
MATTEL INC. COM 577081102 3,571 75,053 SH   SOLE   75,053 0 0
MATTHEWS INTL CORP CL A COM 577128101 9,051 212,419 SH   SOLE   167,769 0 44,650
MAXIM INTEGRATED PRODS COM COM 57772K101 3,877 138,945 SH   SOLE   138,945 0 0
MAXIMUS COM 577933104 15,907 361,611 SH   SOLE   101,010 0 260,601
MAXLINEAR INC CL A COM 57776J100 14,481 1,388,415 SH   SOLE   390,142 0 998,273
MCDONALD'S COM 580135101 2,222 22,895 SH   SOLE   22,895 0 0
MEAD JOHNSON NUTRI CO COM CL A COM 582839106 7,564 90,300 SH   SOLE   5,500 0 84,800
MENTOR GRAPHICS CORP COM COM 587200106 18,681 776,103 SH   SOLE   217,833 0 558,270
MERCK COM 58933Y105 7,912 158,082 SH   SOLE   158,082 0 0
MERCK COM 58933Y105 5,005 100,000 SH   DFND 1 100,000 0 0
METLIFE COM 59156R108 1,054 19,550 SH   SOLE   19,550 0 0
METLIFE COM 59156R108 4,853 90,000 SH   DFND 1 90,000 0 0
METTLER-TOLEDO INTL COM 592688105 17,810 73,415 SH   SOLE   3,520 0 69,895
MGM RESORTS INTL COM 552953101 34,120 1,450,695 SH   SOLE   35,220 0 1,415,475
MICROCHIP TECHNOLOGY COM 595017104 671 15,000 SH   SOLE   15,000 0 0
MICROCHIP TECHNOLOGY COM 595017104 3,132 70,000 SH   DFND 1 70,000 0 0
MICROSOFT COM 594918104 3,760 100,514 SH   SOLE   100,514 0 0
MICROSOFT COM 594918104 4,209 112,500 SH   DFND 1 112,500 0 0
MID-AMER APT CMNTYS COM - REIT COM 59522J103 12,735 209,668 SH   SOLE   178,903 0 30,765
MID-AMER APT CMNTYS COM - REIT COM 59522J103 2,430 40,000 SH   DFND 1 40,000 0 0
MINE SAFETY APPLIANCES CO COM 602720104 21,741 424,546 SH   SOLE   118,806 0 305,740
MINERALS TECHNOLOGIES COM COM 603158106 16,463 274,067 SH   SOLE   211,692 0 62,375
MONDELEZ INTL INC CL A COM 609207105 131 3,700 SH   SOLE   3,700 0 0
MONDELEZ INTL INC CL A COM 609207105 3,353 95,000 SH   DFND 1 95,000 0 0
MONRO MUFFLER BRAKE COM COM 610236101 13,305 236,071 SH   SOLE   181,546 0 54,525
NATIONAL CINEMEDIA INC COM COM 635309107 1,928 96,600 SH   SOLE   96,600 0 0
NATIONAL FUEL GAS N J COM COM 636180101 3,120 43,700 SH   SOLE   43,700 0 0
NATIONAL GRID PLC SPON ADR NEW COM 636274300 816 12,500 SH   SOLE   12,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,295 54,000 SH   DFND 1 54,000 0 0
NCR CORP COM 62886E108 16,748 491,735 SH   SOLE   12,060 0 479,675
NETSCOUT SYS INC COM COM 64115T104 5,037 170,225 SH   SOLE   49,479 0 120,746
NEWELL RUBBERMAID COM 651229106 2,917 90,000 SH   DFND 1 90,000 0 0
NORDSON CORP COM 655663102 22,281 299,880 SH   SOLE   14,230 0 285,650
NORFOLK SOUTHERN COM 655844108 5,232 56,365 SH   SOLE   56,365 0 0
NORTHWESTERN CORP COM 668074305 16,318 376,692 SH   SOLE   290,342 0 86,350
NORWEGIAN CRUISE LINE SHS COM G66721104 17,950 506,075 SH   SOLE   12,275 0 493,800
NOVARTIS A G SPONSORED ADR COM 66987V109 2,495 31,043 SH   SOLE   31,043 0 0
NPS PHARMACEUTICALS COM 62936P103 13,423 442,130 SH   SOLE   124,575 0 317,555
NVIDIA CORP. COM 67066G104 4,060 253,432 SH   SOLE   253,432 0 0
NXP SEMICONDUCTORS N V COM COM N6596X109 40,480 881,340 SH   SOLE   53,240 0 828,100
OCCIDENTAL PETROLEUM COM 674599105 9,523 100,135 SH   SOLE   100,135 0 0
OCCIDENTAL PETROLEUM COM 674599105 6,847 72,000 SH   DFND 1 72,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100 48,652 917,623 SH   SOLE   152,746 0 764,877
OLD REPUBLIC INTL COM 680223104 1,803 104,400 SH   SOLE   104,400 0 0
ORACLE COM 68389X105 184 4,800 SH   SOLE   4,800 0 0
ORACLE COM 68389X105 6,695 175,000 SH   DFND 1 175,000 0 0
OXFORD INDUSTRIES INC COM 691497309 16,732 207,409 SH   SOLE   58,244 0 149,165
PACWEST BANCORP DEL COM COM 695263103 38,590 914,030 SH   SOLE   418,968 0 495,062
PALO ALTO NETWORKS INC COM COM 697435105 7,932 138,025 SH   SOLE   6,275 0 131,750
PEOPLES UTD FINL INC COM COM 712704105 1,165 77,075 SH   SOLE   77,075 0 0
PEPSICO COM 713448108 1,140 13,743 SH   SOLE   13,743 0 0
PEPSICO COM 713448108 2,903 35,000 SH   DFND 1 35,000 0 0
PERRIGO CO PLC COM G97822103 24,762 161,360 SH   SOLE   3,960 0 157,400
PETSMART INC COM 716768106 491 6,745 SH   SOLE   6,745 0 0
PFIZER COM 717081103 9,703 316,791 SH   SOLE   316,791 0 0
PFIZER COM 717081103 8,481 276,886 SH   DFND 1 276,886 0 0
PHILIP MORRIS INTL INC COM COM 718172109 6,660 76,442 SH   SOLE   76,442 0 0
PHILIP MORRIS INTL INC COM COM 718172109 7,842 90,000 SH   DFND 1 90,000 0 0
PIER 1 IMPORTS INC COM 720279108 10,898 472,167 SH   SOLE   132,726 0 339,441
PLEXUS CORP COM COM 729132100 18,914 436,908 SH   SOLE   335,348 0 101,560
PNC FINANCIAL SVCS COM 693475105 3,772 48,618 SH   SOLE   48,618 0 0
PNC FINANCIAL SVCS COM 693475105 4,267 55,000 SH   DFND 1 55,000 0 0
PPL CORPORATION COM 69351T106 3,310 110,000 SH   DFND 1 110,000 0 0
PRAXAIR INC COM COM 74005P104 1,276 9,810 SH   SOLE   9,810 0 0
PRIVATEBANCORP INC COM COM 742962103 34,997 1,209,727 SH   SOLE   224,955 0 984,772
PROCTER & GAMBLE COM 742718109 6,531 80,221 SH   SOLE   80,221 0 0
PROGRESS SOFTWARE CORP COM COM 743312100 14,964 579,336 SH   SOLE   445,529 0 133,807
PRUDENTIAL FINL COM 744320102 4,936 53,525 SH   SOLE   53,525 0 0
PRUDENTIAL FINL COM 744320102 1,844 20,000 SH   DFND 1 20,000 0 0
PS BUSINESS PARKS COM 69360J107 12,849 168,140 SH   SOLE   128,740 0 39,400
PTC INC COM COM 69370C100 59,163 1,671,757 SH   SOLE   290,471 0 1,381,286
QUALCOMM COM 747525103 1,025 13,800 SH   SOLE   13,800 0 0
QUALCOMM COM 747525103 5,197 70,000 SH   DFND 1 70,000 0 0
RADIAN GROUP INC COM 750236101 47,323 3,351,470 SH   SOLE   943,153 0 2,408,317
RALPH LAUREN CORP COM 751212101 18,545 105,030 SH   SOLE   2,590 0 102,440
REGAL ENTERTAINMENT GROUP-A COM 758766109 1,776 91,300 SH   SOLE   91,300 0 0
REX ENERGY CORPORATION COM COM 761565100 17,725 899,302 SH   SOLE   253,252 0 646,050
REXNORD CORP NEW COM COM 76169B102 14,141 523,551 SH   SOLE   146,720 0 376,831
ROCKWELL AUTOMATION INC COM 773903109 1,003 8,485 SH   SOLE   8,485 0 0
ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 5,652 79,307 SH   SOLE   79,307 0 0
RUSH ENTERPRISES INC CL A COM 781846209 42,254 1,425,082 SH   SOLE   626,551 0 798,531
SBA COMMUNICATIONS CORP-CL A COM 78388J106 30,109 335,145 SH   SOLE   23,045 0 312,100
SCHLUMBERGER COM 806857108 4,956 55,000 SH   DFND 1 55,000 0 0
SEADRILL LIMITED SHS COM G7945E105 1,286 31,300 SH   SOLE   31,300 0 0
SEI INVESTMENTS COM 784117103 15,291 440,285 SH   SOLE   20,310 0 419,975
SELECTIVE INSURANCE GROUP COM 816300107 17,040 629,729 SH   SOLE   482,149 0 147,580
SIGNATURE BANK COM 82669G104 11,352 105,676 SH   SOLE   81,101 0 24,575
SIRONA DENTAL SYSTEMS INC COM 82966C103 554 7,895 SH   SOLE   7,895 0 0
SIX FLAGS ENTMT CORP N COM COM 83001A102 79,444 2,157,640 SH   SOLE   421,848 0 1,735,792
SMUCKER J M CO COM COM 832696405 921 8,890 SH   SOLE   8,890 0 0
SPANSION INC COM CL A NEW COM 84649R200 13,478 970,305 SH   SOLE   272,400 0 697,905
SPDR S&P 500 ETF TRUST COM 78462F103 316 1,710 SH   SOLE   1,710 0 0
SPS COMMERCE COM 78463M107 10,222 156,542 SH   SOLE   43,865 0 112,677
SS&C TECHNOLOGIES HLDGS COM 78467J100 28,084 634,517 SH   SOLE   177,870 0 456,647
STAGE STORES INC COM NEW COM 85254C305 35,849 1,613,345 SH   SOLE   870,055 0 743,290
STARWOOD HOTELS & RESORTS WORL COM 85590A401 4,767 60,000 SH   DFND 1 60,000 0 0
STATE STR CORP COM COM 857477103 4 50 SH   SOLE   50 0 0
STATE STR CORP COM COM 857477103 3,303 45,000 SH   DFND 1 45,000 0 0
STEVEN MADDEN LTD COM 556269108 24,956 682,055 SH   SOLE   195,051 0 487,004
SYKES ENTERPRISES INC COM COM 871237103 12,687 581,684 SH   SOLE   446,722 0 134,962
SYNCHRONOSS TECHNO INC COM COM 87157B103 12,165 391,534 SH   SOLE   110,290 0 281,244
SYNOVUS FINL CORP COM COM 87161C105 54,592 15,164,555 SH   SOLE   4,289,410 0 10,875,145
TAL INTL GROUP INC COM COM 874083108 1,898 33,100 SH   SOLE   33,100 0 0
TARGET CORP. COM 87612E106 2,531 40,000 SH   DFND 1 40,000 0 0
TEEKAY OFFSHORE PTN LP PARTNER COM Y8565J101 860 26,000 SH   SOLE   26,000 0 0
THE BRINK'S CO COM COM 109696104 3,661 107,225 SH   SOLE   84,675 0 22,550
THERMO FISHER SCIENTIFIC INC. COM 883556102 19,484 174,980 SH   SOLE   28,430 0 146,550
TOLL BROTHERS INC COM COM 889478103 176 4,750 SH   SOLE   4,750 0 0
TOLL BROTHERS INC COM COM 889478103 3,330 90,000 SH   DFND 1 90,000 0 0
TORNIER N V SHS COM N87237108 23,858 1,269,737 SH   SOLE   355,625 0 914,112
TORO CO COM COM 891092108 17,165 269,883 SH   SOLE   207,853 0 62,030
TORTOISE ENERGY INFR COM COM 89147L100 2,710 56,845 SH   SOLE   56,845 0 0
TOTAL FINA S A SPONSORED ADR COM 89151E109 1,605 26,200 SH   SOLE   26,200 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,043 55,704 SH   SOLE   55,704 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,309 25,500 SH   DFND 1 25,500 0 0
TREEHOUSE FOODS INC COM COM 89469A104 19,564 283,859 SH   SOLE   227,029 0 56,830
TRIMAS CORP COM 896215209 28,113 704,759 SH   SOLE   197,547 0 507,212
TRIMBLE NAVIGATION LTD COM COM 896239100 21,942 632,335 SH   SOLE   29,855 0 602,480
TRINITY BIOTECH PLC - SPON ADR COM 896438306 10,108 402,071 SH   SOLE   112,828 0 289,243
U.S. BANCORP COM 902973304 5,801 143,589 SH   SOLE   143,589 0 0
U.S. BANCORP COM 902973304 2,182 54,000 SH   DFND 1 54,000 0 0
UMB FINL CORP COM COM 902788108 14,342 223,111 SH   SOLE   171,226 0 51,885
UMPQUA HLDGS CORP COM COM 904214103 14,857 776,227 SH   SOLE   595,627 0 180,600
UNITED BANKSHARES COM 909907107 7,252 230,590 SH   SOLE   182,115 0 48,475
UNITED PARCEL SERVICE -CL B COM 911312106 4,296 40,880 SH   SOLE   40,880 0 0
UNITED RENTALS INC COM COM 911363109 31,217 400,480 SH   SOLE   19,860 0 380,620
UNITED STATIONERS INC COM COM 913004107 9,224 200,999 SH   SOLE   158,724 0 42,275
VAIL RESORTS INC COM 91879Q109 16,444 218,577 SH   SOLE   60,440 0 158,137
VANTIV INC CL A COM 92210H105 30,159 924,840 SH   SOLE   42,815 0 882,025
VCA ANTECH INC COM COM 918194101 3,198 101,990 SH   SOLE   101,990 0 0
VEECO INSTRUMENTS INC. COM 922417100 9,021 274,100 SH   SOLE   76,700 0 197,400
VERISK ANALYTICS INC CL A COM 92345Y106 16,859 256,525 SH   SOLE   14,990 0 241,535
VERIZON COMMUNICATIONS COM 92343V104 1,420 28,900 SH   SOLE   28,900 0 0
VF CORP COM 918204108 24,513 393,220 SH   SOLE   18,740 0 374,480
VF CORP COM 918204108 3,242 52,000 SH   DFND 1 52,000 0 0
VMWARE INC. CLASS A COM 928563402 1,013 11,290 SH   SOLE   11,290 0 0
VOLCANO CORPORATION COM COM 928645100 17,120 783,533 SH   SOLE   219,819 0 563,714
WALT DISNEY COM 254687106 4,737 62,000 SH   DFND 1 62,000 0 0
WASTE CONNECTIONS COM 941053100 22,298 511,070 SH   SOLE   24,605 0 486,465
WASTE MGMT DEL COM COM 94106L109 1,530 34,100 SH   SOLE   34,100 0 0
WATERS CORP. COM 941848103 13,732 137,324 SH   SOLE   8,410 0 128,914
WEATHERFORD INTL LTD COM H27013103 2,847 183,805 SH   SOLE   183,805 0 0
WELLS FARGO & CO DEL COM COM 949746101 9,249 203,730 SH   SOLE   203,730 0 0
WELLS FARGO & CO DEL COM COM 949746101 4,767 105,000 SH   DFND 1 105,000 0 0
WESCO INTL INC COM COM 95082P105 67,031 736,034 SH   SOLE   127,785 0 608,249
WILLIAMS PARTNERS L P COM UNIT COM 96950F104 737 14,500 SH   SOLE   14,500 0 0
WNS HOLDINGS LTD SPON ADR COM 92932M101 41,613 1,899,269 SH   SOLE   534,452 0 1,364,817
WRIGHT MEDICAL GROUP COM 98235T107 13,631 443,850 SH   SOLE   124,490 0 319,360
WYNDHAM WORLDWIDE CORP COM COM 98310W108 21,114 286,525 SH   SOLE   7,000 0 279,525
WYNN RESORTS LTD COM 983134107 2,286 11,770 SH   SOLE   11,770 0 0
XCEL ENERGY COM 98389B100 1,938 69,363 SH   SOLE   69,363 0 0
XILINX INC COM 983919101 944 20,555 SH   SOLE   20,555 0 0
ZEBRA TECHNOLOGIES CP CL A COM 989207105 15,528 287,135 SH   SOLE   219,645 0 67,490
ZIONS BANCORPORATION COM 989701107 24,073 803,489 SH   SOLE   48,330 0 755,159
ZOETIS INC CL A COM 98978V103 37,555 1,148,825 SH   SOLE   27,980 0 1,120,845