0001082327-14-000015.txt : 20141114
0001082327-14-000015.hdr.sgml : 20141114
20141114130441
ACCESSION NUMBER: 0001082327-14-000015
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141114
DATE AS OF CHANGE: 20141114
EFFECTIVENESS DATE: 20141114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FULLER & THALER ASSET MANAGEMENT, INC.
CENTRAL INDEX KEY: 0001082327
IRS NUMBER: 943176968
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04007
FILM NUMBER: 141222368
BUSINESS ADDRESS:
STREET 1: 411 BOREL AVENUE, SUITE 300
CITY: SAN MATEO
STATE: CA
ZIP: 94402
BUSINESS PHONE: 6509311500
MAIL ADDRESS:
STREET 1: 411 BOREL AVENUE, SUITE 300
CITY: SAN MATEO
STATE: CA
ZIP: 94402
FORMER COMPANY:
FORMER CONFORMED NAME: FULLER & THALER ASSET MANAGEMENT /CA
DATE OF NAME CHANGE: 19990322
13F-HR
1
primary_doc.xml
13F-HR
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false
true
false
0001082327
XXXXXXXX
09-30-2014
09-30-2014
false
FULLER & THALER ASSET MANAGEMENT, INC.
411 Borel Avenue, Suite 300
San Mateo
CA
94402
13F HOLDINGS REPORT
028-04007
N
Hanna Zanoni
Chief Compliance Officer
6509311500
/s/ Hanna Zanoni
San Mateo
CA
11-14-2014
0
638
2330927
INFORMATION TABLE
2
infotable.xml
3M Co
Com
88579Y101
1785
12600
SH
SOLE
12600
0
0
ACE Ltd
Com
H0023R105
136
1300
SH
SOLE
1300
0
0
ACI Worldwide Inc
Com
004498101
27765
1479992
SH
SOLE
1394142
0
85850
AMERCO
Com
023586100
79
300
SH
SOLE
300
0
0
AT&T Corp
Com
00206R102
772
21901
SH
SOLE
21901
0
0
AbbVie Inc
Com
00287Y109
1271
22000
SH
SOLE
22000
0
0
Abbott Labs
Com
002824100
820
19708
SH
SOLE
19708
0
0
Accenture Plc
Com
G1151C101
1439
17700
SH
SOLE
17700
0
0
Accuray Inc
Com
004397105
7075
974550
SH
SOLE
474950
0
499600
Accuride Corp
Com
00439T206
1507
397500
SH
SOLE
200600
0
196900
Activision Inc
Com
00507V109
1106
53200
SH
SOLE
53200
0
0
Actuant Corp-CL A
Com
00508X203
23159
758803
SH
SOLE
713103
0
45700
Adobe Systems Inc
Com
00724F101
661
9550
SH
SOLE
9550
0
0
Advance Auto Parts
Com
00751Y106
156
1200
SH
SOLE
1200
0
0
Aetna Inc
Com
00817Y108
300
3700
SH
SOLE
3700
0
0
Aflac Inc
Com
001055102
396
6800
SH
SOLE
6800
0
0
Ag Mortgage Investment Trust
Com
001228105
8501
477557
SH
SOLE
449557
0
28000
Agilent Technologies Inc
Com
00846U101
359
6300
SH
SOLE
6300
0
0
Akami Technologies
Com
00971T101
5227
87400
SH
SOLE
87400
0
0
Alaska Air Group
Com
011659109
200
4600
SH
SOLE
4600
0
0
Alexion Pharmaceuticals Inc
Com
015351109
365
2200
SH
SOLE
2200
0
0
Align Technology Inc
Com
016255101
5446
105370
SH
SOLE
50770
0
54600
AllState Corp
Com
020002101
672
10950
SH
SOLE
10950
0
0
Allison Transmission Hldgs
Com
01973R101
91
3200
SH
SOLE
3200
0
0
Ally Financial Inc
Com
02005N100
49
2100
SH
SOLE
2100
0
0
Alon USA Energy Inc
Com
020520102
4050
282000
SH
SOLE
133200
0
148800
Altria Group Inc
Com
02209S103
1585
34500
SH
SOLE
34500
0
0
Amazon Com Inc
Com
023135106
97
300
SH
SOLE
300
0
0
Amdocs Ltd
Com
G02602103
112
2450
SH
SOLE
2450
0
0
American Eagle Outfitters Inc
Com
02553E106
30946
2131279
SH
SOLE
1823279
0
308000
American Electric Power Co
Com
025537101
89
1700
SH
SOLE
1700
0
0
American Financial Grp
Com
025932104
191
3300
SH
SOLE
3300
0
0
American Int'l Group
Com
026874784
886
16400
SH
SOLE
16400
0
0
Ameriprise Financial Inc
Com
03076C106
154
1250
SH
SOLE
1250
0
0
Amerisourcebergen Corp
Com
03073E105
363
4700
SH
SOLE
4700
0
0
Amgen Inc
Com
031162100
398
2830
SH
SOLE
2830
0
0
Amphenol Corp -Cl A
Com
032095101
105
1050
SH
SOLE
1050
0
0
Anadarko Petroleum Corp
Com
032511107
375
3700
SH
SOLE
3700
0
0
Analog Devices
Com
032654105
59
1200
SH
SOLE
1200
0
0
Anika Therapeutics Inc
Com
035255108
3754
102400
SH
SOLE
51600
0
50800
Aon PLC
Com
G0408V102
6417
73200
SH
SOLE
73200
0
0
Apache Corp
Com
037411105
1324
14100
SH
SOLE
14100
0
0
Apollo Commercial Re Fin Inc
Com
03762U105
13601
865736
SH
SOLE
814534
0
51202
Apollo Group Inc -Cl A
Com
037604105
171
6800
SH
SOLE
6800
0
0
Apollo Investment Corp
Com
03761U106
17554
2148606
SH
SOLE
2027206
0
121400
Apple Inc
Com
037833100
13274
131750
SH
SOLE
131750
0
0
Applied Materials
Com
038222105
279
12900
SH
SOLE
12900
0
0
Arbor Realty Trust Inc
Com
038923108
1289
191200
SH
SOLE
96300
0
94900
Archer-Daniels-Midland
Com
039483102
1191
23300
SH
SOLE
23300
0
0
Arris Group Inc
Com
04270V106
113
4000
SH
SOLE
4000
0
0
Aruba Networks Inc
Com
043176106
110
5100
SH
SOLE
5100
0
0
Aspen Technology Inc
Com
045327103
4574
121275
SH
SOLE
57475
0
63800
Assurant Inc
Com
04621X108
225
3500
SH
SOLE
3500
0
0
Autodesk Inc
Com
052769106
149
2700
SH
SOLE
2700
0
0
Automatic Data Processing
Com
053015103
399
4800
SH
SOLE
4800
0
0
Autozone Inc
Com
053332102
548
1075
SH
SOLE
1075
0
0
Avery Dennison Corp
Com
053611109
98
2200
SH
SOLE
2200
0
0
Avis Budget Group Inc
Com
053774105
143
2600
SH
SOLE
2600
0
0
Avistar Communications
Com
05379X208
2
683000
SH
SOLE
318900
0
364100
B/E Aerospace Inc
Com
073302101
36070
429716
SH
SOLE
404616
0
25100
BBCN Bancorp Inc
Com
073295107
36383
2493688
SH
SOLE
2315588
0
178100
Baker Hughes Inc
Com
057224107
5179
79600
SH
SOLE
79600
0
0
Ball Corp
Com
058498106
285
4500
SH
SOLE
4500
0
0
Bank of New York Co
Com
064058100
298
7700
SH
SOLE
7700
0
0
Bard (C.R.) Inc
Com
067383109
314
2200
SH
SOLE
2200
0
0
Barracuda Networks Inc.
Com
068323104
3773
147100
SH
SOLE
69600
0
77500
Baxter International Inc
Com
071813109
208
2900
SH
SOLE
2900
0
0
Becton Dickinson & Co
Com
075887109
285
2500
SH
SOLE
2500
0
0
Bed Bath & Beyond
Com
075896100
112
1700
SH
SOLE
1700
0
0
Berkley (W R) Corp
Com
084423102
134
2800
SH
SOLE
2800
0
0
Berkshire Hathaway Inc Cl B
Com
084670702
9615
69600
SH
SOLE
69600
0
0
Best Buy Co
Com
086516101
77
2300
SH
SOLE
2300
0
0
Big Lots Inc
Com
089302103
77
1800
SH
SOLE
1800
0
0
Bill Barrett Corp
Com
06846N104
4274
193930
SH
SOLE
91530
0
102400
Bio-Rad Laboratories
Com
090572207
79
700
SH
SOLE
700
0
0
Biogen Idec Inc
Com
09062X103
7145
21600
SH
SOLE
21600
0
0
Boeing Co
Com
097023105
2471
19400
SH
SOLE
19400
0
0
BorgWarner Inc
Com
099724106
105
2000
SH
SOLE
2000
0
0
Brink's Co
Com
109696104
6464
268873
SH
SOLE
254304
0
14569
Brinker Intl Inc
Com
109641100
27373
538951
SH
SOLE
513451
0
25500
Bristol Myers Squibb
Com
110122108
612
11950
SH
SOLE
11950
0
0
Broadcom Corp-Cl A
Com
111320107
275
6800
SH
SOLE
6800
0
0
Broadridge Financial Solutions
Com
11133T103
37558
902181
SH
SOLE
854981
0
47200
Broadwind Energy Inc
Com
11161T207
939
125314
SH
SOLE
63162
0
62152
Brocade Communications
Com
111621306
114
10500
SH
SOLE
10500
0
0
Brown Forman Corp
Com
115637209
167
1850
SH
SOLE
1850
0
0
Bunge Ltd
Com
G16962105
758
9000
SH
SOLE
9000
0
0
Burger King Worldwide Inc
Com
121220107
125
4200
SH
SOLE
4200
0
0
Burlington Stores Inc
Com
122017106
151
3800
SH
SOLE
3800
0
0
C&j Energy Services Inc
Com
12467B304
2355
77100
SH
SOLE
77100
0
0
CBOE Holdings Inc
Com
12503M108
155
2900
SH
SOLE
2900
0
0
CBS
Com
124857202
797
14900
SH
SOLE
14900
0
0
CF Industrials Holdings Inc
Com
125269100
223
800
SH
SOLE
800
0
0
CIT Group Inc
Com
125581801
5423
118000
SH
SOLE
118000
0
0
CNO Financial Group Inc
Com
12621E103
30692
1809698
SH
SOLE
1704998
0
104700
CSX Corp
Com
126408103
340
10600
SH
SOLE
10600
0
0
CVS Corp
Com
126650100
669
8400
SH
SOLE
8400
0
0
Cabot Corp
Com
127055101
71
1400
SH
SOLE
1400
0
0
Campbell Soup Co
Com
134429109
252
5900
SH
SOLE
5900
0
0
Cardinal Health Inc
Com
14149Y108
614
8200
SH
SOLE
8200
0
0
Cardtronics Inc
Com
14161H108
13722
389819
SH
SOLE
367119
0
22700
Carter's Inc
Com
146229109
8337
107540
SH
SOLE
76840
0
30700
Caterpillar Inc
Com
149123101
862
8700
SH
SOLE
8700
0
0
Cdw Corp
Com
12514G108
155
5000
SH
SOLE
5000
0
0
Celanese Corp
Com
150870103
18886
322735
SH
SOLE
304485
0
18250
Celgene Corp
Com
151020104
351
3700
SH
SOLE
3700
0
0
Centene Corp.
Com
15135B101
132
1600
SH
SOLE
1600
0
0
Centurylink Inc
Com
156700106
405
9900
SH
SOLE
9900
0
0
Cenveo Inc
Com
15670S105
1845
747000
SH
SOLE
376300
0
370700
Cerner Corp
Com
156782104
155
2600
SH
SOLE
2600
0
0
Charles & Colvard Ltd
Com
159765106
725
342150
SH
SOLE
172450
0
169700
Chatham Lodging Trust
Com
16208T102
14308
619925
SH
SOLE
576325
0
43600
Chesapeake Energy Corp
Com
165167107
561
24400
SH
SOLE
24400
0
0
Chevron Texaco Corp
Com
166764100
2235
18730
SH
SOLE
18730
0
0
Chipotle Mexican Grill Inc
Com
169656105
667
1000
SH
SOLE
1000
0
0
Chiquita Brands Int'l
Com
170032809
2851
200800
SH
SOLE
101100
0
99700
Choice Hotels Intl Inc
Com
169905106
156
3000
SH
SOLE
3000
0
0
Christopher & Banks Corp
Com
171046105
4813
486700
SH
SOLE
245200
0
241500
Chubb Corp
Com
171232101
146
1600
SH
SOLE
1600
0
0
Church + Dwight Inc
Com
171340102
126
1800
SH
SOLE
1800
0
0
Cigna Corp
Com
125509109
562
6200
SH
SOLE
6200
0
0
Cimarex Energy Co
Com
171798101
63
500
SH
SOLE
500
0
0
Cintas Corp
Com
172908105
169
2400
SH
SOLE
2400
0
0
Cisco Systems Inc
Com
17275R102
1760
69928
SH
SOLE
69928
0
0
Clean Harbors Inc
Com
184496107
10753
199430
SH
SOLE
187430
0
12000
Clorox CO/DE
Com
189054109
154
1600
SH
SOLE
1600
0
0
Coach Inc
Com
189754104
96
2700
SH
SOLE
2700
0
0
Coca-Cola Co
Com
191216100
367
8600
SH
SOLE
8600
0
0
Coca-Cola Enterprises
Com
19122T109
111
2500
SH
SOLE
2500
0
0
Cognex Corp
Com
192422103
7932
196970
SH
SOLE
143270
0
53700
Cognizant Tech Solutions
Com
192446102
376
8400
SH
SOLE
8400
0
0
Colgate-Palmolive Co
Com
194162103
1017
15600
SH
SOLE
15600
0
0
Colony Financial Inc
Com
19624R106
28462
1271773
SH
SOLE
1168098
0
103675
Columbia Sportswear Co
Com
198516106
9468
264623
SH
SOLE
249023
0
15600
Comcast Corp - Cl A
Com
20030N101
592
11000
SH
SOLE
11000
0
0
Commercial Metals
Com
201723103
25983
1522141
SH
SOLE
1435041
0
87100
Commscope Holding Co Inc
Com
20337X109
67
2800
SH
SOLE
2800
0
0
Computer Programs & Systems
Com
205306103
10995
191243
SH
SOLE
175393
0
15850
Computer Sciences Corp
Com
205363104
159
2600
SH
SOLE
2600
0
0
Comscore Inc
Com
20564W105
6875
188825
SH
SOLE
89625
0
99200
Con-Way Inc
Com
205944101
4273
89960
SH
SOLE
42560
0
47400
Conoco Phillips
Com
20825C104
2073
27090
SH
SOLE
27090
0
0
Constellation Brands Inc-A
Com
21036P108
6694
76800
SH
SOLE
76800
0
0
Continental Resources Inc
Com
212015101
80
1200
SH
SOLE
1200
0
0
Convergys Corp
Com
212485106
48602
2727404
SH
SOLE
2581404
0
146000
Conversant Inc
Com
21249J105
6388
186525
SH
SOLE
88325
0
98200
Cooper Cameron Corp
Com
13342B105
312
4700
SH
SOLE
4700
0
0
Copart Inc
Com
217204106
30688
979965
SH
SOLE
921965
0
58000
Corning Inc
Com
219350105
2481
128300
SH
SOLE
128300
0
0
Costco Wholesale Corp
Com
22160K105
501
4000
SH
SOLE
4000
0
0
Cutera Inc
Com
232109108
3336
330300
SH
SOLE
166300
0
164000
DIRECTV
Com
25490A309
4179
48300
SH
SOLE
48300
0
0
DISH Network Corp
Com
25470M109
413
6400
SH
SOLE
6400
0
0
DST Systems Inc
Com
233326107
151
1800
SH
SOLE
1800
0
0
Danaher Corp
Com
235851102
327
4300
SH
SOLE
4300
0
0
Darden Restaurants
Com
237194105
62
1200
SH
SOLE
1200
0
0
Davita HealthCare Partnets Inc
Com
23918K108
110
1500
SH
SOLE
1500
0
0
Delphi Automotive PLC
Com
G27823106
362
5900
SH
SOLE
5900
0
0
Delta Air Lines Inc
Com
247361702
1260
34850
SH
SOLE
34850
0
0
Depomed Inc
Com
249908104
4121
271300
SH
SOLE
136700
0
134600
Devon Energy Corp
Com
25179M103
184
2700
SH
SOLE
2700
0
0
Dick's Sporting Goods Inc
Com
253393102
4840
110300
SH
SOLE
110300
0
0
Diebold Inc
Com
253651103
141
4000
SH
SOLE
4000
0
0
Dillards Inc - CL A
Com
254067101
109
1000
SH
SOLE
1000
0
0
Disney (Walt) Co
Com
254687106
1910
21450
SH
SOLE
21450
0
0
Domino's Pizza Inc
Com
25754A201
196
2550
SH
SOLE
2550
0
0
Donaldson Co Inc
Com
257651109
69
1700
SH
SOLE
1700
0
0
Dover Corporation
Com
260003108
225
2800
SH
SOLE
2800
0
0
Dow Chemical
Com
260543103
1112
21200
SH
SOLE
21200
0
0
Dr Pepper Snapple Group I
Com
26138E109
257
4000
SH
SOLE
4000
0
0
Du Pont (E I) De Nemours
Com
263534109
875
12200
SH
SOLE
12200
0
0
Dun & Bradstreet Corp
Com
26483E100
200
1700
SH
SOLE
1700
0
0
Durect Corp
Com
266605104
974
662250
SH
SOLE
333850
0
328400
Dycom Industries Inc
Com
267475101
9656
314410
SH
SOLE
297810
0
16600
EMC Corporation
Com
268648102
1012
34600
SH
SOLE
34600
0
0
EOG Resources Inc
Com
26875P101
891
9000
SH
SOLE
9000
0
0
Eaton Corp PLC
Com
G29183103
146
2300
SH
SOLE
2300
0
0
Ebay Inc
Com
278642103
510
9000
SH
SOLE
9000
0
0
Ecolab Inc
Com
278865100
161
1400
SH
SOLE
1400
0
0
Edwards Lifesciences
Com
28176E108
449
4400
SH
SOLE
4400
0
0
El Paso Electric Co
Com
283677854
25716
703575
SH
SOLE
660975
0
42600
Electro Scientific Industries
Com
285229100
1920
282707
SH
SOLE
142497
0
140210
Electronic Arts Inc
Com
285512109
3461
97200
SH
SOLE
97200
0
0
Emcore Corp
Com
290846203
1956
343700
SH
SOLE
173200
0
170500
Emerson Electric Co
Com
291011104
253
4050
SH
SOLE
4050
0
0
EnerSys Inc
Com
29275Y102
5569
94965
SH
SOLE
45365
0
49600
Energizer Holdings Inc
Com
29266R108
74
600
SH
SOLE
600
0
0
Energy Recovery Inc
Com
29270J100
1758
496700
SH
SOLE
250300
0
246400
Enphase Energy Inc
Com
29355A107
2716
181189
SH
SOLE
91300
0
89889
Entergy Corp
Com
29364G103
46
600
SH
SOLE
600
0
0
Entropic Communications Inc
Com
29384R105
1603
602650
SH
SOLE
304450
0
298200
Equifax Inc
Com
294429105
60
800
SH
SOLE
800
0
0
Estee Lauder Cos Inc (The)
Com
518439104
291
3900
SH
SOLE
3900
0
0
Esterline Technologies
Com
297425100
4365
39225
SH
SOLE
18525
0
20700
Everest Reinsurance Hldgs
Com
G3223R108
97
600
SH
SOLE
600
0
0
Expedia Inc -Cl A
Com
30212P303
666
7600
SH
SOLE
7600
0
0
Expeditors Intl
Com
302130109
154
3800
SH
SOLE
3800
0
0
Express Scripts Holding Co
Com
30219G108
706
10000
SH
SOLE
10000
0
0
Extreme Networks Inc
Com
30226D106
2245
468700
SH
SOLE
236200
0
232500
Exxon Mobil Corp
Com
30231G102
3900
41463
SH
SOLE
41463
0
0
F5 Networks Inc
Com
315616102
261
2200
SH
SOLE
2200
0
0
FMC Technologies
Com
30249U101
136
2500
SH
SOLE
2500
0
0
Facebook Inc
Com
30303M102
6260
79200
SH
SOLE
79200
0
0
Fedex Corp
Com
31428X106
1453
9000
SH
SOLE
9000
0
0
Ferro Corp
Com
315405100
7647
527750
SH
SOLE
249950
0
277800
Fifth Street Finance Corp
Com
31678A103
15833
1724768
SH
SOLE
1626668
0
98100
Finish Line
Com
317923100
4401
175825
SH
SOLE
83125
0
92700
First Horizon National Corp
Com
320517105
28076
2286298
SH
SOLE
2148537
0
137761
First Niagara Finl Grp
Com
33582V108
55572
6671298
SH
SOLE
6306398
0
364900
First Solar Inc
Com
336433107
105
1600
SH
SOLE
1600
0
0
Fiserv Inc
Com
337738108
310
4800
SH
SOLE
4800
0
0
FleetCor Technologies
Com
339041105
57
400
SH
SOLE
400
0
0
Flowserve Corp
Com
34354P105
127
1800
SH
SOLE
1800
0
0
Fluor Corp
Com
343412102
267
4000
SH
SOLE
4000
0
0
Foot Locker Inc
Com
344849104
223
4000
SH
SOLE
4000
0
0
Fortinet Inc
Com
34959E109
152
6000
SH
SOLE
6000
0
0
Franklin Resources Inc
Com
354613101
227
4150
SH
SOLE
4150
0
0
Franklin Street Properties C
Com
35471R106
17187
1531791
SH
SOLE
1440191
0
91600
Freeport-McMoRan Inc
Com
35671D857
6122
187500
SH
SOLE
187500
0
0
Freightcar America Inc
Com
357023100
3067
92100
SH
SOLE
46400
0
45700
G-III Apparel Group Ltd
Com
36237H101
3099
37400
SH
SOLE
37400
0
0
GNC Holdings Inc
Com
36191G107
22653
584732
SH
SOLE
549832
0
34900
Gap Stores
Com
364760108
546
13100
SH
SOLE
13100
0
0
Gartner Inc
Com
366651107
316
4300
SH
SOLE
4300
0
0
General Dynamics
Com
369550108
1131
8900
SH
SOLE
8900
0
0
General Electric Co
Com
369604103
575
22450
SH
SOLE
22450
0
0
General Mills Inc
Com
370334104
197
3900
SH
SOLE
3900
0
0
General Motors Corp
Com
37045V100
67
2100
SH
SOLE
2100
0
0
Gentherm Inc
Com
37253A103
9219
218300
SH
SOLE
143900
0
74400
Genuine Parts Co
Com
372460105
153
1750
SH
SOLE
1750
0
0
Genworth Financial Inc -Cl A
Com
37247D106
22328
1704398
SH
SOLE
1602898
0
101500
Gilead Sciences Inc
Com
375558103
2140
20100
SH
SOLE
20100
0
0
Glatfelter (P.H.) Co
Com
377316104
27948
1273273
SH
SOLE
1197673
0
75600
Global Cash Access Hldgs
Com
378967103
9679
1433941
SH
SOLE
1211441
0
222500
Global Payments Inc
Com
37940X102
37519
536905
SH
SOLE
508755
0
28150
Gold Resource Corp
Com
38068T105
2345
458000
SH
SOLE
230700
0
227300
Google Inc Class A
Com
38259P508
891
1515
SH
SOLE
1515
0
0
Google Inc Class C
Com
38259P706
875
1515
SH
SOLE
1515
0
0
Graham Holdings Co
Com
384637104
280
400
SH
SOLE
400
0
0
Grand Canyon Education Inc
Com
38526M106
53
1300
SH
SOLE
1300
0
0
Graphic Packaging Holding Co
Com
388689101
104
8400
SH
SOLE
8400
0
0
Guess? Inc
Com
401617105
4725
215051
SH
SOLE
203751
0
11300
H+R Block
Com
093671105
136
4400
SH
SOLE
4400
0
0
HCA Holdings Inc.
Com
40412C101
681
9650
SH
SOLE
9650
0
0
HCC Insurance Hldgs
Com
404132102
61672
1277109
SH
SOLE
1200509
0
76600
Haemonetics Corp
Com
405024100
15186
434879
SH
SOLE
408879
0
26000
Halliburton Company
Com
406216101
1148
17800
SH
SOLE
17800
0
0
HanesBrands Inc
Com
410345102
161
1500
SH
SOLE
1500
0
0
Harbinger Group Inc
Com
41146A106
76
5800
SH
SOLE
5800
0
0
Harley Davidson Inc
Com
412822108
151
2600
SH
SOLE
2600
0
0
Harman International
Com
413086109
78
800
SH
SOLE
800
0
0
Harmonic Inc
Com
413160102
15174
2393375
SH
SOLE
2248575
0
144800
Harris Corp
Com
413875105
173
2600
SH
SOLE
2600
0
0
Hatteras Financial Corp
Com
41902R103
6580
366358
SH
SOLE
344702
0
21656
Hd Supply Holdings Inc
Com
40416M105
120
4400
SH
SOLE
4400
0
0
Headwaters Inc
Com
42210P102
4352
347066
SH
SOLE
174866
0
172200
Health Net Inc CL A
Com
42222G108
20414
442728
SH
SOLE
417228
0
25500
Healthsouth Corp
Com
421924309
5502
149100
SH
SOLE
149100
0
0
Helmerich & Payne
Com
423452101
98
1000
SH
SOLE
1000
0
0
Henry (Jack) & Associates
Com
426281101
100
1800
SH
SOLE
1800
0
0
Hershey Foods Corp
Com
427866108
86
900
SH
SOLE
900
0
0
Hess Corp
Com
42809H107
7734
82000
SH
SOLE
82000
0
0
Hewlett-Packard Co
Com
428236103
2703
76200
SH
SOLE
76200
0
0
Hillenbrand Inc
Com
431571108
65
2100
SH
SOLE
2100
0
0
HollyFrontier Corp
Com
436106108
118
2700
SH
SOLE
2700
0
0
Home Depot Inc
Com
437076102
1835
20000
SH
SOLE
20000
0
0
Honeywell International
Com
438516106
298
3200
SH
SOLE
3200
0
0
Hormel Foods Corp
Com
440452100
152
2950
SH
SOLE
2950
0
0
Hubbell Inc -Cl B
Com
443510201
84
700
SH
SOLE
700
0
0
Humana Inc
Com
444859102
469
3600
SH
SOLE
3600
0
0
Huntington Ingalls Industries
Com
446413106
146
1400
SH
SOLE
1400
0
0
Hutchinson Tech
Com
448407106
1027
280550
SH
SOLE
141050
0
139500
IHS Inc Class A
Com
451734107
63
500
SH
SOLE
500
0
0
ITT Corp
Com
450911201
5244
116700
SH
SOLE
116700
0
0
Iconix Brand Group
Com
451055107
59
1600
SH
SOLE
1600
0
0
Idex Corp
Com
45167R104
101
1400
SH
SOLE
1400
0
0
Idexx Labs Inc
Com
45168D104
106
900
SH
SOLE
900
0
0
Illinois Tool Works
Com
452308109
582
6900
SH
SOLE
6900
0
0
Illumina Inc
Com
452327109
459
2800
SH
SOLE
2800
0
0
Immersion Corp
Com
452521107
1970
229623
SH
SOLE
115723
0
113900
Infinera Corp
Com
45667G103
5044
472700
SH
SOLE
224000
0
248700
Ingersoll-Rand Co -Cl A
Com
G47791101
454
8050
SH
SOLE
8050
0
0
Ingredion Inc
Com
457187102
106
1400
SH
SOLE
1400
0
0
Inland Real Estate Corp
Com
457461200
14003
1413035
SH
SOLE
1328535
0
84500
Inphi Corp
Com
45772F107
1951
135700
SH
SOLE
68400
0
67300
Int'l Flavors + Fragrances
Com
459506101
105
1100
SH
SOLE
1100
0
0
Intel Corp
Com
458140100
7981
229200
SH
SOLE
229200
0
0
Inteliquent Inc
Com
45825N107
8115
651789
SH
SOLE
373389
0
278400
Intercept Pharma Inc
Com
45845P108
237
1000
SH
SOLE
1000
0
0
International Paper
Com
460146103
444
9300
SH
SOLE
9300
0
0
Interpublic Group of Cos
Com
460690100
185
10100
SH
SOLE
10100
0
0
Intersil Corp -CL A
Com
46069S109
12789
899985
SH
SOLE
852385
0
47600
Intevac Inc
Com
461148108
1477
221406
SH
SOLE
111500
0
109906
Intl Business Mach
Com
459200101
2658
14000
SH
SOLE
14000
0
0
Intl Rectifier Corp
Com
460254105
15212
387676
SH
SOLE
363876
0
23800
Intuit Inc
Com
461202103
666
7600
SH
SOLE
7600
0
0
Intuitive Surgical Inc
Com
46120E602
416
900
SH
SOLE
900
0
0
Investment Technology Group
Com
46145F105
14608
926907
SH
SOLE
825957
0
100950
Investors Bancorp Inc
Com
46146L101
50212
4956784
SH
SOLE
4699634
0
257150
Ipass Inc
Com
46261V108
724
479400
SH
SOLE
241150
0
238250
JP Morgan Chase + Co
Com
46625H100
6102
101300
SH
SOLE
101300
0
0
Jack In The Box Inc
Com
466367109
14784
216800
SH
SOLE
140600
0
76200
Jakks Pacific Inc
Com
47012E106
3161
445250
SH
SOLE
224350
0
220900
Jamba Inc
Com
47023A309
2079
146200
SH
SOLE
73600
0
72600
Janus Capital Group Inc
Com
47102X105
11612
798617
SH
SOLE
750517
0
48100
Jazz Pharmaceuticals Plc
Com
G50871105
64
400
SH
SOLE
400
0
0
JetBlue Airways Corp
Com
477143101
131
12300
SH
SOLE
12300
0
0
Johnson & Johnson
Com
478160104
2359
22128
SH
SOLE
22128
0
0
Juniper Networks Inc
Com
48203R104
253
11400
SH
SOLE
11400
0
0
KLA-Tencor Corp
Com
482480100
244
3100
SH
SOLE
3100
0
0
Kansas City Southern
Com
485170302
4254
35100
SH
SOLE
35100
0
0
Kellogg Co
Com
487836108
62
1000
SH
SOLE
1000
0
0
Keurig Green Mountain Inc
Com
49271M100
208
1600
SH
SOLE
1600
0
0
Kimberly-Clark Corp
Com
494368103
672
6250
SH
SOLE
6250
0
0
Kirby Corp
Com
497266106
165
1400
SH
SOLE
1400
0
0
Kirkland's Inc
Com
497498105
433
26850
SH
SOLE
13100
0
13750
Kohls Corp
Com
500255104
397
6500
SH
SOLE
6500
0
0
Koppers Holdings Inc
Com
50060P106
19205
579167
SH
SOLE
545367
0
33800
Kratos Defense & Security
Com
50077B207
1721
262400
SH
SOLE
132100
0
130300
Krispy Kreme Doughnuts
Com
501014104
6237
363440
SH
SOLE
172640
0
190800
Kroger Co
Com
501044101
515
9900
SH
SOLE
9900
0
0
L Brands Inc
Com
501797104
107
1600
SH
SOLE
1600
0
0
L-3 Communications Holdings
Com
502424104
161
1350
SH
SOLE
1350
0
0
Lam Research Corp
Com
512807108
239
3200
SH
SOLE
3200
0
0
Land's End Inc
Com
51509F105
7952
193380
SH
SOLE
131680
0
61700
Las Vegas Sands Corp
Com
517834107
504
8100
SH
SOLE
8100
0
0
Lear Corp
Com
521865204
104
1200
SH
SOLE
1200
0
0
Leidos Holdings Inc
Com
525327102
93
2700
SH
SOLE
2700
0
0
Level 3 Communications
Com
52729N308
96
2100
SH
SOLE
2100
0
0
Lexmark International
Com
529771107
68
1600
SH
SOLE
1600
0
0
Liberty Interactive Corp
Com
53071M104
86
3000
SH
SOLE
3000
0
0
Liberty Ventures
Com
53071M880
80
2100
SH
SOLE
2100
0
0
Lilly (Eli) + Co
Com
532457108
1044
16100
SH
SOLE
16100
0
0
Limelight Networks Inc
Com
53261M104
898
384611
SH
SOLE
193811
0
190800
Limoneira Co
Com
532746104
2208
93222
SH
SOLE
47022
0
46200
Lincoln Electric Inc
Com
533900106
111
1600
SH
SOLE
1600
0
0
Linear Technology
Com
535678106
533
12000
SH
SOLE
12000
0
0
Liveperson Inc
Com
538146101
4857
385750
SH
SOLE
182550
0
203200
Lockheed Martin Corp
Com
539830109
1947
10650
SH
SOLE
10650
0
0
LogMein Inc
Com
54142L109
8522
184975
SH
SOLE
126975
0
58000
Lowes Corp
Com
548661107
995
18800
SH
SOLE
18800
0
0
Lyondellbasell Industries Nv
Com
N53745100
1673
15400
SH
SOLE
15400
0
0
MBIA Inc
Com
55262C100
93
10100
SH
SOLE
10100
0
0
MRC Global Inc
Com
55345K103
22752
975643
SH
SOLE
917043
0
58600
MTS Systems Corp
Com
553777103
29150
427041
SH
SOLE
405121
0
21920
Macy's Group Inc
Com
55616P104
477
8200
SH
SOLE
8200
0
0
Mandalay Digital Group Inc
Com
562562207
1653
360900
SH
SOLE
181900
0
179000
Manhattan Associates
Com
562750109
130
3900
SH
SOLE
3900
0
0
Marathon Oil Corp
Com
565849106
421
11200
SH
SOLE
11200
0
0
Marathon Petroleum Corp
Com
56585A102
643
7600
SH
SOLE
7600
0
0
Markel Corp
Com
570535104
127
200
SH
SOLE
200
0
0
Marriott International
Com
571903202
793
11350
SH
SOLE
11350
0
0
Marriott Vacations Worldwide Corp
Com
57164Y107
2689
42400
SH
SOLE
42400
0
0
Marsh & McLennan Cos
Com
571748102
233
4450
SH
SOLE
4450
0
0
Martha Stewart Living
Com
573083102
1659
460800
SH
SOLE
232200
0
228600
Marvell Technology Grp
Com
G5876H105
5441
403600
SH
SOLE
403600
0
0
Masimo Corp
Com
574795100
25668
1206181
SH
SOLE
1147081
0
59100
Mastercard Inc
Com
57636Q104
2214
29950
SH
SOLE
29950
0
0
Matson Inc
Com
57686G105
12365
493997
SH
SOLE
465597
0
28400
Mattson Technology Inc
Com
577223100
1227
496600
SH
SOLE
250100
0
246500
Maxim Intergrated Products
Com
57772K101
70
2300
SH
SOLE
2300
0
0
McCormick + Company Inc
Com
579780206
60
900
SH
SOLE
900
0
0
McDonalds Corp
Com
580135101
235
2480
SH
SOLE
2480
0
0
McGraw Hill Financial Inc
Com
580645109
777
9200
SH
SOLE
9200
0
0
McKesson HBOC Inc
Com
58155Q103
779
4000
SH
SOLE
4000
0
0
Mead Johnson Nutrition Co
Com
582839106
544
5650
SH
SOLE
5650
0
0
MeadWestvaco Corp
Com
583334107
57
1400
SH
SOLE
1400
0
0
Medivation Inc
Com
58501N101
168
1700
SH
SOLE
1700
0
0
Medtronic Inc
Com
585055106
248
4000
SH
SOLE
4000
0
0
Merck + Co
Com
58933Y105
705
11900
SH
SOLE
11900
0
0
Merrimack Pharmaceuticals
Com
590328100
4010
456700
SH
SOLE
230100
0
226600
MetLife Inc
Com
59156R108
559
10400
SH
SOLE
10400
0
0
Mettler-Toledo Intl Inc
Com
592688105
141
550
SH
SOLE
550
0
0
Michael Kors Holdings Ltd
Com
G60754101
286
4000
SH
SOLE
4000
0
0
Micron Technoloy Inc
Com
595112103
819
23900
SH
SOLE
23900
0
0
Microsoft Corp
Com
594918104
3126
67431
SH
SOLE
67431
0
0
Millennial Media Inc
Com
60040N105
997
535800
SH
SOLE
269900
0
265900
Miller Energy Resources Inc
Com
600527105
1500
340800
SH
SOLE
171300
0
169500
Molson Coors Brewing Company
Com
60871R209
447
6000
SH
SOLE
6000
0
0
Mondelez International Inc
Com
609207105
600
17500
SH
SOLE
17500
0
0
Monolithic Power Systems Inc
Com
609839105
62
1400
SH
SOLE
1400
0
0
Monster Beverage Corp
Com
611740101
385
4200
SH
SOLE
4200
0
0
Moody's Corp
Com
615369105
780
8250
SH
SOLE
8250
0
0
Mosys Inc
Com
619718109
1696
700750
SH
SOLE
352850
0
347900
Motorcar Parts Of Amer Inc
Com
620071100
6084
223600
SH
SOLE
134200
0
89400
Motorola Solutions Inc
Com
620076307
339
5357
SH
SOLE
5357
0
0
Move Inc
Com
62458M207
7265
346600
SH
SOLE
164100
0
182500
Mueller Water Products Inc
Com
624758108
4314
521050
SH
SOLE
246950
0
274100
Murphy Oil Corp
Com
626717102
91
1600
SH
SOLE
1600
0
0
Murphy USA Inc
Com
626755102
70
1325
SH
SOLE
1325
0
0
Musclepharm Corp
Com
627335201
1656
125450
SH
SOLE
63150
0
62300
NVR Inc
Com
62944T105
170
150
SH
SOLE
150
0
0
Nabors Industries Ltd
Com
G6359F103
127
5600
SH
SOLE
5600
0
0
National-Oilwell Varco Inc
Com
637071101
358
4700
SH
SOLE
4700
0
0
Natus Medical Inc
Com
639050103
6842
231850
SH
SOLE
109550
0
122300
Neogen Corp
Com
640491106
8734
221123
SH
SOLE
147990
0
73133
NetApp Inc
Com
64110D104
77
1800
SH
SOLE
1800
0
0
Netflix Inc
Com
64110L106
1399
3100
SH
SOLE
3100
0
0
Netscout Systems Inc
Com
64115T104
64
1400
SH
SOLE
1400
0
0
NewMarket Corp
Com
651587107
152
400
SH
SOLE
400
0
0
Newell Rubbermaid Inc
Com
651229106
179
5200
SH
SOLE
5200
0
0
Newfield Exploration Co
Com
651290108
74
2000
SH
SOLE
2000
0
0
Nike Inc
Com
654106103
6824
76500
SH
SOLE
76500
0
0
Noranda Aluminum Holding CP
Com
65542W107
1847
408700
SH
SOLE
205600
0
203100
Nordstrom Inc
Com
655664100
137
2000
SH
SOLE
2000
0
0
Norfolk Southern Corp
Com
655844108
324
2900
SH
SOLE
2900
0
0
Northrop Grumman Corp
Com
666807102
8703
66050
SH
SOLE
66050
0
0
NuVasive Inc
Com
670704105
7108
203840
SH
SOLE
96540
0
107300
Nuverra Environmental Solutions
Com
67091K203
1765
119650
SH
SOLE
60350
0
59300
Nvidia Corp
Com
67066G104
6089
330000
SH
SOLE
330000
0
0
O'Reilly Automotive
Com
67103H107
323
2150
SH
SOLE
2150
0
0
Occidental Petroleum
Com
674599105
1163
12100
SH
SOLE
12100
0
0
Office Depot Inc
Com
676220106
4625
899900
SH
SOLE
426000
0
473900
Oil States Intl Inc
Com
678026105
235
3800
SH
SOLE
3800
0
0
Old Dominion Freight
Com
679580100
120
1700
SH
SOLE
1700
0
0
Omnicare Inc
Com
681904108
81
1300
SH
SOLE
1300
0
0
Omnicom Group
Com
681919106
282
4100
SH
SOLE
4100
0
0
Oneok Inc
Com
682680103
125
1900
SH
SOLE
1900
0
0
Oracle Systems
Com
68389X105
2634
68800
SH
SOLE
68800
0
0
PBF Energy Inc
Com
69318G106
8078
336595
SH
SOLE
316395
0
20200
PPG Industries Inc
Com
693506107
550
2798
SH
SOLE
2798
0
0
PTC Inc
Com
69370C100
66
1800
SH
SOLE
1800
0
0
Paccar Inc
Com
693718108
51
900
SH
SOLE
900
0
0
Pacific Biosciences Of Calif
Com
69404D108
2390
486739
SH
SOLE
245355
0
241384
Pacific Ethanol Inc
Com
69423U305
2151
154050
SH
SOLE
77650
0
76400
Pacira Pharmaceuticals In
Com
695127100
6654
68650
SH
SOLE
32450
0
36200
Pall Corp
Com
696429307
71
850
SH
SOLE
850
0
0
Palo Alto Networks Inc
Com
697435105
98
1000
SH
SOLE
1000
0
0
Pantry Inc
Com
698657103
3150
155732
SH
SOLE
78229
0
77503
Parexel International Corp
Com
699462107
88
1400
SH
SOLE
1400
0
0
Parker-Hannifin Corp
Com
701094104
126
1100
SH
SOLE
1100
0
0
PartnerRE Ltd
Com
G6852T105
132
1200
SH
SOLE
1200
0
0
Patterson - UTI Energy
Com
703481101
117
3600
SH
SOLE
3600
0
0
Paychex Inc
Com
704326107
338
7650
SH
SOLE
7650
0
0
Pebblebrook Hotel Trust
Com
70509V100
3148
84311
SH
SOLE
79161
0
5150
Pepsico Inc
Com
713448108
889
9550
SH
SOLE
9550
0
0
Perry Ellis Int'l
Com
288853104
2058
101150
SH
SOLE
50950
0
50200
PetroQuest Energy
Com
716748108
2908
517500
SH
SOLE
260700
0
256800
Petsmart Inc
Com
716768106
70
1000
SH
SOLE
1000
0
0
Pfizer Inc
Com
717081103
1419
47993
SH
SOLE
47993
0
0
PharMerica Corp
Com
71714F104
5621
230070
SH
SOLE
193416
0
36654
Pharmacyclics Inc
Com
716933106
7440
63353
SH
SOLE
31900
0
31453
Phillip Morris International Inc
Com
718172109
1816
21770
SH
SOLE
21770
0
0
Phillips 66
Com
718546104
1634
20100
SH
SOLE
20100
0
0
Piedmont Natural Gas Co
Com
720186105
40200
1198933
SH
SOLE
1126933
0
72000
Pilgrim's Pride Corp
Com
72147K108
7590
248350
SH
SOLE
122550
0
125800
Pioneer Energy Services Corp
Com
723664108
3009
214600
SH
SOLE
108100
0
106500
Pioneer Natural Resources Co
Com
723787107
59
300
SH
SOLE
300
0
0
Pitney Bowes Inc
Com
724479100
182
7300
SH
SOLE
7300
0
0
Pixelworks Inc
Com
72581M305
3085
477580
SH
SOLE
240580
0
237000
Polaris Industries Inc
Com
731068102
225
1500
SH
SOLE
1500
0
0
Polycom Inc
Com
73172K104
2823
229800
SH
SOLE
229800
0
0
Polyone Corp
Com
73179P106
57
1600
SH
SOLE
1600
0
0
Praxair Inc
Com
74005P104
316
2450
SH
SOLE
2450
0
0
Priceline Group Inc/The
Com
741503403
1130
975
SH
SOLE
975
0
0
Principal Financial Group
Com
74251V102
205
3900
SH
SOLE
3900
0
0
Privatebancorp Inc
Com
742962103
23550
787361
SH
SOLE
740561
0
46800
Procter & Gamble Co
Com
742718109
628
7500
SH
SOLE
7500
0
0
Progenics Pharmaceutical Inc
Com
743187106
2904
559500
SH
SOLE
281900
0
277600
Progressive Corp-Ohio
Com
743315103
186
7350
SH
SOLE
7350
0
0
Prudential Financial Inc
Com
744320102
730
8300
SH
SOLE
8300
0
0
Public Service Enterprises
Com
744573106
74
2000
SH
SOLE
2000
0
0
Public Storage
Com
74460D109
50
300
SH
SOLE
300
0
0
Puma Biotechnology Inc
Com
74587V107
72
300
SH
SOLE
300
0
0
Qualcomm Inc
Com
747525103
2138
28600
SH
SOLE
28600
0
0
Quantum Corp
Com
747906204
2081
1794000
SH
SOLE
904600
0
889400
Quantum Fuel Sys Tech Worldwide
Com
74765E307
720
193500
SH
SOLE
97400
0
96100
Quintiles Transnational Hldgs
Com
74876Y101
190
3400
SH
SOLE
3400
0
0
RF Micro Devices
Com
749941100
5990
519100
SH
SOLE
248100
0
271000
RPC Inc
Com
749660106
121
5500
SH
SOLE
5500
0
0
RTI Intl Metals Inc
Com
74973W107
9011
365402
SH
SOLE
345402
0
20000
Rally Software Dev Corp
Com
751198102
2349
195600
SH
SOLE
98400
0
97200
Ralph Lauren Corp
Com
751212101
82
500
SH
SOLE
500
0
0
Raymond James Fin
Com
754730109
300
5600
SH
SOLE
5600
0
0
Rayonier Advanced Materials
Com
75508B104
28113
854248
SH
SOLE
812948
0
41300
Raytheon Co
Com
755111507
600
5900
SH
SOLE
5900
0
0
RealD Inc
Com
75604L105
3325
354900
SH
SOLE
178800
0
176100
RealNetworks Inc
Com
75605L708
1502
216149
SH
SOLE
109049
0
107100
Red Hat Inc
Com
756577102
230
4100
SH
SOLE
4100
0
0
Regeneron Pharmaceuticals
Com
75886F107
252
700
SH
SOLE
700
0
0
Reinsurance Group Amer Inc
Com
759351604
72
900
SH
SOLE
900
0
0
RenTrak Corp
Com
760174102
5305
87050
SH
SOLE
43850
0
43200
Renaissancere Holdings Ltd
Com
G7496G103
120
1200
SH
SOLE
1200
0
0
Restoration Hardware Hldgs Inc
Com
761283100
6121
76950
SH
SOLE
36450
0
40500
Reynolds American Inc
Com
761713106
443
7500
SH
SOLE
7500
0
0
Rite Aid Corp
Com
767754104
134
27600
SH
SOLE
27600
0
0
Robert Half Int'l Inc
Com
770323103
157
3200
SH
SOLE
3200
0
0
Rockwell Int'l Corp
Com
773903109
231
2100
SH
SOLE
2100
0
0
Rollins Inc
Com
775711104
102
3500
SH
SOLE
3500
0
0
Roper Corp
Com
776696106
132
900
SH
SOLE
900
0
0
Ross Stores Inc
Com
778296103
385
5100
SH
SOLE
5100
0
0
Rovi Corp
Com
779376102
75
3800
SH
SOLE
3800
0
0
Royal Carib Cruises
Com
V7780T103
161
2400
SH
SOLE
2400
0
0
Rubicon Project Inc
Com
78112V102
1840
156850
SH
SOLE
79050
0
77800
Ryman Hospitality Properties Inc
Com
78377T107
7678
162317
SH
SOLE
152617
0
9700
S&w Seed Co
Com
785135104
687
162000
SH
SOLE
81700
0
80300
SPX Corporation
Com
784635104
122
1300
SH
SOLE
1300
0
0
Salesforce.com Inc
Com
79466L302
426
7400
SH
SOLE
7400
0
0
Sally Beauty Holdings Inc
Com
79546E104
30256
1105444
SH
SOLE
1050844
0
54600
Sandisk Corp
Com
80004C101
245
2500
SH
SOLE
2500
0
0
Sanmina Corp
Com
801056102
52
2500
SH
SOLE
2500
0
0
Schlumberger Limited
Com
806857108
1078
10600
SH
SOLE
10600
0
0
Schwab (Charles) Corp
Com
808513105
100
3400
SH
SOLE
3400
0
0
Scripps Networks Interactive
Com
811065101
117
1500
SH
SOLE
1500
0
0
Seagate Technology
Com
G7945M107
527
9200
SH
SOLE
9200
0
0
Sei Investments Co
Com
784117103
81
2250
SH
SOLE
2250
0
0
Servicenow Inc
Com
81762P102
194
3300
SH
SOLE
3300
0
0
Seventy Seven Energy Inc
Com
818097107
0
1
SH
SOLE
1
0
0
Sherwin-Williams Co
Com
824348106
482
2200
SH
SOLE
2200
0
0
ShoreTel Inc.
Com
825211105
2766
415900
SH
SOLE
209500
0
206400
Sigma Designs
Com
826565103
2513
583163
SH
SOLE
293063
0
290100
Sigma-Aldrich
Com
826552101
245
1800
SH
SOLE
1800
0
0
Silicon Valley Bancshares
Com
78486Q101
123
1100
SH
SOLE
1100
0
0
Six Entertainment Corp
Com
83001A102
3632
105600
SH
SOLE
105600
0
0
Sizmek Inc
Com
83013P105
1751
226250
SH
SOLE
114050
0
112200
Skechers USA Inc -Cl A
Com
830566105
8557
160505
SH
SOLE
75905
0
84600
Skullcandy Inc
Com
83083J104
1824
234100
SH
SOLE
117800
0
116300
Skyworks Solutions Inc
Com
83088M102
348
6000
SH
SOLE
6000
0
0
Snap-On Inc
Com
833034101
73
600
SH
SOLE
600
0
0
Southern Peru Copper
Com
84265V105
314
10600
SH
SOLE
10600
0
0
Southwest Airlines Co
Com
844741108
976
28900
SH
SOLE
28900
0
0
Southwestern Energy Co
Com
845467109
49
1400
SH
SOLE
1400
0
0
Spirit Aerosystems Holdings
Com
848574109
84
2200
SH
SOLE
2200
0
0
Spirit Airlines Inc
Com
848577102
159
2300
SH
SOLE
2300
0
0
Stancorp Finl Group Inc
Com
852891100
22868
361956
SH
SOLE
340306
0
21650
Staples Inc
Com
855030102
96
7900
SH
SOLE
7900
0
0
Starwood Hotels & Resorts
Com
85590A401
108
1300
SH
SOLE
1300
0
0
Starwood Property Trust Inc
Com
85571B105
8680
395242
SH
SOLE
372342
0
22900
Starwood Waypoint Residential Trust
Com
85571W109
4795
184350
SH
SOLE
174570
0
9780
Starz-A
Com
85571Q102
86
2600
SH
SOLE
2600
0
0
Str Holdings Inc
Com
78478V100
1014
699500
SH
SOLE
352600
0
346900
Stryker Corp
Com
863667101
182
2250
SH
SOLE
2250
0
0
Sunstone Hotel Investors Inc
Com
867892101
6329
457988
SH
SOLE
430388
0
27600
Super Micro Computer Inc
Com
86800U104
6355
216000
SH
SOLE
139200
0
76800
Superior Energy Services Inc
Com
868157108
102
3100
SH
SOLE
3100
0
0
Supervalu Inc
Com
868536103
122
13700
SH
SOLE
13700
0
0
Surmodics Inc
Com
868873100
1547
85200
SH
SOLE
42900
0
42300
Swifth Energy Co
Com
870738101
3363
350269
SH
SOLE
325869
0
24400
Sykes Enterprises Inc
Com
871237103
17017
851716
SH
SOLE
802416
0
49300
Symantec Corp
Com
871503108
87
3700
SH
SOLE
3700
0
0
Symetra Financial Corp
Com
87151Q106
31497
1350046
SH
SOLE
1270846
0
79200
Synaptics Inc
Com
87157D109
10920
149175
SH
SOLE
89875
0
59300
Synergy Resources Corp
Com
87164P103
2973
243900
SH
SOLE
122900
0
121000
Synopsys Inc
Com
871607107
56
1400
SH
SOLE
1400
0
0
Syntel Inc
Com
87162H103
123
1400
SH
SOLE
1400
0
0
Sysco Corp
Com
871829107
262
6900
SH
SOLE
6900
0
0
TASER International Inc
Com
87651B104
3662
237200
SH
SOLE
119600
0
117600
TE Connectivity Ltd
Com
H84989104
216
3900
SH
SOLE
3900
0
0
TJX Companies Inc
Com
872540109
1183
20000
SH
SOLE
20000
0
0
Take-Two Interactive
Com
874054109
161
7000
SH
SOLE
7000
0
0
Targa Resources Corp
Com
87612G101
109
800
SH
SOLE
800
0
0
Target Corp
Com
87612E106
157
2500
SH
SOLE
2500
0
0
Tech Data Corp
Com
878237106
71
1200
SH
SOLE
1200
0
0
Tenneco Inc
Com
880349105
47
900
SH
SOLE
900
0
0
Teradata Corp
Com
88076W103
4024
96000
SH
SOLE
96000
0
0
Terex Corp
Com
880779103
16605
522649
SH
SOLE
491299
0
31350
Tesla Motors Inc
Com
88160R101
437
1800
SH
SOLE
1800
0
0
Tesoro Corporation
Com
881609101
17272
283242
SH
SOLE
266792
0
16450
Tetra Technologies Inc
Com
88162F105
15789
1459287
SH
SOLE
1313587
0
145700
Texas Instruments Inc
Com
882508104
944
19800
SH
SOLE
19800
0
0
Textron Inc
Com
883203101
83
2300
SH
SOLE
2300
0
0
The Bancorp Inc
Com
05969A105
9351
1088640
SH
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977881
0
110759
Time Warner Inc
Com
887317303
196
2600
SH
SOLE
2600
0
0
Torchmark Corp
Com
891027104
145
2775
SH
SOLE
2775
0
0
Toro Company
Com
891092108
107
1800
SH
SOLE
1800
0
0
Travelers Companies Inc
Com
89417E109
700
7450
SH
SOLE
7450
0
0
Trimble Navigation Ltd
Com
896239100
61
2000
SH
SOLE
2000
0
0
TripAdvisor Inc
Com
896945201
165
1800
SH
SOLE
1800
0
0
Tubemogul Inc
Com
898570106
872
75800
SH
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38200
0
37600
Tuesday Morning Corp
Com
899035505
5538
285400
SH
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143800
0
141600
Tupperware Brands
Com
899896104
17639
255490
SH
SOLE
240190
0
15300
Twenty-First Century Fox Inc
Com
90130A101
844
24600
SH
SOLE
24600
0
0
Twitter Inc
Com
90184L102
1728
33500
SH
SOLE
33500
0
0
Tyco Int'l
Com
H89128104
406
9100
SH
SOLE
9100
0
0
Tyson Foods Inc -Cl A
Com
902494103
118
3000
SH
SOLE
3000
0
0
UGI Corp
Com
902681105
56
1650
SH
SOLE
1650
0
0
USG Corp
Com
903293405
3711
135000
SH
SOLE
135000
0
0
Under Armour Inc
Com
904311107
214
3100
SH
SOLE
3100
0
0
Union Pacific Corp
Com
907818108
1496
13800
SH
SOLE
13800
0
0
Unit Corp
Com
909218109
53
900
SH
SOLE
900
0
0
United Continental Hldgs Inc
Com
910047109
3486
74500
SH
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74500
0
0
United Parcel Service
Com
911312106
1396
14200
SH
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14200
0
0
United Rentals Inc
Com
911363109
144
1300
SH
SOLE
1300
0
0
United Technologies Corp
Com
913017109
634
6000
SH
SOLE
6000
0
0
United Therapeutics Corp
Com
91307C102
90
700
SH
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700
0
0
UnitedHealth Group Inc
Com
91324P102
1458
16900
SH
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16900
0
0
Universal Health Svcs -B
Com
913903100
188
1800
SH
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1800
0
0
Unum Group
Com
91529Y106
79
2300
SH
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2300
0
0
Unwired Planet Inc
Com
91531F103
1639
880921
SH
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443900
0
437021
Urban Outfitters Inc
Com
917047102
117
3200
SH
SOLE
3200
0
0
VF Corp
Com
918204108
396
6000
SH
SOLE
6000
0
0
VISA Inc
Com
92826C839
2091
9800
SH
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9800
0
0
VMWare Inc -CL A
Com
928563402
432
4600
SH
SOLE
4600
0
0
Valero Energy Corp
Com
91913Y100
717
15500
SH
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15500
0
0
Valspar Corp
Com
920355104
55
700
SH
SOLE
700
0
0
ValueVision Media Inc
Com
92047K107
3176
619100
SH
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311900
0
307200
Varian Medical Sys Inc
Com
92220P105
104
1300
SH
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1300
0
0
Vasco Data Sec Intl Inc
Com
92230Y104
3867
205900
SH
SOLE
103700
0
102200
Verifone Systems Inc
Com
92342Y109
86
2500
SH
SOLE
2500
0
0
Verisign Inc
Com
92343E102
8180
148400
SH
SOLE
148400
0
0
Verisk Analytics Inc
Com
92345Y106
97
1600
SH
SOLE
1600
0
0
Verizon Communications
Com
92343V104
1355
27100
SH
SOLE
27100
0
0
Viacom Inc New Cl-B
Com
92553P201
204
2650
SH
SOLE
2650
0
0
Viasat Inc
Com
92552V100
6173
112000
SH
SOLE
112000
0
0
Vince Holding Corp
Com
92719W108
4097
135380
SH
SOLE
64111
0
71269
Visteon Corp
Com
92839U206
146
1500
SH
SOLE
1500
0
0
Vitamin Shoppe Inc
Com
92849E101
16498
371669
SH
SOLE
349669
0
22000
Vitesse Semiconductor
Com
928497304
2191
608700
SH
SOLE
306700
0
302000
Voya Financial Inc
Com
929089100
47
1200
SH
SOLE
1200
0
0
WPX Energy Inc
Com
98212B103
72
3000
SH
SOLE
3000
0
0
Wabco Holdings Inc
Com
92927K102
146
1600
SH
SOLE
1600
0
0
Wabtec Corp
Com
929740108
89
1100
SH
SOLE
1100
0
0
Wal-Mart Stores
Com
931142103
2827
36967
SH
SOLE
36967
0
0
Walgreen Co
Com
931422109
391
6600
SH
SOLE
6600
0
0
Warren Resources Inc
Com
93564A100
2411
454950
SH
SOLE
229450
0
225500
Waste Management Inc
Com
94106L109
128
2700
SH
SOLE
2700
0
0
Waters Corp
Com
941848103
69
700
SH
SOLE
700
0
0
Wellpoint Health Networks
Com
94973V107
1232
10300
SH
SOLE
10300
0
0
Wells Fargo & Co
Com
949746101
2319
44700
SH
SOLE
44700
0
0
Wendy's Co
Com
95058W100
4805
581675
SH
SOLE
274775
0
306900
Western Digital Corp
Com
958102105
462
4750
SH
SOLE
4750
0
0
Western Refining Inc
Com
959319104
76
1800
SH
SOLE
1800
0
0
Western Union Co
Com
959802109
55
3400
SH
SOLE
3400
0
0
Westlake Chemical Corp
Com
960413102
208
2400
SH
SOLE
2400
0
0
White Mtns Ins Group Ltd
Com
G9618E107
25851
41028
SH
SOLE
38788
0
2240
Whiting Petroleum Corp
Com
966387102
78
1000
SH
SOLE
1000
0
0
Wiley (John) & Sons -CL A
Com
968223206
9036
161039
SH
SOLE
151939
0
9100
Williams-Sonoma Inc
Com
969904101
100
1500
SH
SOLE
1500
0
0
Wilshire Bancorp Inc
Com
97186T108
1952
211500
SH
SOLE
106600
0
104900
Woodward Inc
Com
980745103
52
1100
SH
SOLE
1100
0
0
Wyndham Worldwide Corp
Com
98310W108
9759
120101
SH
SOLE
113051
0
7050
Xerox Corp
Com
984121103
430
32500
SH
SOLE
32500
0
0
Yum! Brands Inc
Com
988498101
410
5700
SH
SOLE
5700
0
0
Zebra Technologies Corp
Com
989207105
50
700
SH
SOLE
700
0
0
Zeltiq Aesthetics Inc
Com
98933Q108
12995
574247
SH
SOLE
318516
0
255731
Zimmer Holdings Inc
Com
98956P102
121
1200
SH
SOLE
1200
0
0
Zion Bancorporation
Com
989701107
49
1700
SH
SOLE
1700
0
0
Zynga Inc
Com
98986T108
3828
1417800
SH
SOLE
671800
0
746000