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
MICHAEL KORS HLDGS LTD SHS G60754101 32,735 369,260 SH   SOLE   332,660 0 36,600
NABORS INDUSTRIES LTD SHS G6359F103 470 16,000 SH   SOLE   16,000 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 572 17,900 SH   SOLE   17,900 0 0
PERRIGO CO PLC SHS G97822103 254 1,740 SH   SOLE   1,740 0 0
STRATASYS LTD SHS M85548101 37,758 332,290 SH   SOLE   298,990 0 33,300
CORE LABORATORIES N V COM N22717107 1,194 7,145 SH   SOLE   7,145 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,589 98,200 SH   SOLE   98,200 0 0
NXP SEMICONDUCTORS NV COM N6596X109 76,224 1,151,770 SH   SOLE   1,036,270 0 115,500
ANI PHARMACEUTICALS INC COM 00182C103 6,254 181,595 SH   SOLE   181,595 0 0
ABBOTT LABS COM 002824100 74 1,800 SH   SOLE   1,800 0 0
ABBVIE INC COM 00287Y109 102 1,800 SH   SOLE   1,800 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 359 7,900 SH   SOLE   7,900 0 0
ACCESS MIDSTREAM PARTNERS L UNIT 00434L109 4,330 68,140 SH   SOLE   68,140 0 0
AKORN INC COM 009728106 8,841 265,900 SH   SOLE   265,900 0 0
ALLERGAN INC COM 018490102 203 1,200 SH   SOLE   1,200 0 0
ALLIANCE RES PARTNERS L P UT LTD PART 01877R108 1,977 42,380 SH   SOLE   42,380 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 709 22,800 SH   SOLE   22,800 0 0
ALTERA CORP COM 021441100 1,326 38,151 SH   SOLE   38,151 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 7,874 216,383 SH   SOLE   216,383 0 0
AMAZON COM INC COM 023135106 484 1,490 SH   SOLE   1,490 0 0
AMERICAN CAMPUS CMNTYS IN COM 024835100 5,787 151,325 SH   SOLE   151,325 0 0
AMERICAN EXPRESS CO COM 025816109 851 8,970 SH   SOLE   8,970 0 0
AMGEN INC COM 031162100 237 2,000 SH   SOLE   2,000 0 0
ANADARKO PETE CORP COM 032511107 219 2,000 SH   SOLE   2,000 0 0
ANN INC COM 035623107 5,782 140,550 SH   SOLE   140,550 0 0
ANSYS INC COM 03662Q105 1,306 17,230 SH   SOLE   17,230 0 0
APPLE INC COM 037833100 82,922 892,305 SH   SOLE   804,175 0 88,130
ASPEN TECHNOLOGY INC COM 045327103 5,328 114,825 SH   SOLE   114,825 0 0
ATRICURE INC COM 04963C209 11,178 608,154 SH   SOLE   608,154 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 238 3,000 SH   SOLE   3,000 0 0
BP PLC SPONSORED ADR 055622104 17,893 339,200 SH   SOLE   339,200 0 0
BAKER HUGHES COM 057224107 11,698 157,130 SH   SOLE   157,130 0 0
BARNES GROUP INC COM 067806109 8,349 216,643 SH   SOLE   216,643 0 0
BARRET BILL CORP COM 06846N104 536 20,000 SH   SOLE   20,000 0 0
B/E AEROSPACE INC COM 073302101 592 6,400 SH   SOLE   6,400 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 2,019 29,500 SH   SOLE   29,500 0 0
BIG LOTS INC COM 089302103 9,522 208,350 SH   SOLE   208,350 0 0
BLACKROCK INC COM 09247X101 63,548 198,837 SH   SOLE   178,877 0 19,960
BLOCK H & R INC COM 093671105 568 16,940 SH   SOLE   16,940 0 0
BOEING CO COM 097023105 636 5,000 SH   SOLE   5,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 4,347 76,015 SH   SOLE   76,015 0 0
BORGWARNER INC COM 099724106 51,315 787,160 SH   SOLE   709,360 0 77,800
BRINKER INTL INC COM 109641100 433 8,900 SH   SOLE   8,900 0 0
BROADCOM CORP CL A 111320107 791 21,300 SH   SOLE   21,300 0 0
BROOKDALE SR LIVING INC COM 112463104 7,293 218,750 SH   SOLE   218,750 0 0
BUCKEYE PARTNERS LP UT LTD PARTN 118230101 6,156 74,110 SH   SOLE   74,110 0 0
CBRE GROUP INC A COM 12504L109 34,086 1,063,868 SH   SOLE   957,168 0 106,700
CF INDS HLDGS INC COM 125269100 6,807 28,300 SH   SOLE   28,300 0 0
CME GROUP INC COM 12572Q105 241 3,400 SH   SOLE   3,400 0 0
CNOOC LTD SPONSORED ADR 126132109 1,811 10,100 SH   SOLE   10,100 0 0
CABOT OIL & GAS CORP COM 127097103 1,803 52,800 SH   SOLE   52,800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 434 24,800 SH   SOLE   24,800 0 0
CALLON PETE CO DEL COM 13123X102 7,615 653,688 SH   SOLE   653,688 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 1,192 17,600 SH   SOLE   17,600 0 0
CANADIAN NATURAL RES LTD COM 136385101 5,681 123,750 SH   SOLE   123,750 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 6,481 208,004 SH   SOLE   208,004 0 0
CAREFUSION CORP COM 14170T101 206 4,650 SH   SOLE   4,650 0 0
CARRIZO OIL & GAS INC COM 144577103 13,044 188,335 SH   SOLE   188,335 0 0
CATERPILLAR INC COM 149123101 163 1,500 SH   SOLE   1,500 0 0
CELGENE CORP COM 151020104 65,355 761,000 SH   SOLE   684,800 0 76,200
CHENIERE ENERGY PARTNERS LP COM 16411Q101 1,293 39,120 SH   SOLE   39,120 0 0
CHENIERE ENERGY INC COM UNIT 16411R208 14,132 197,100 SH   SOLE   197,100 0 0
CHEVRON CORP NEW COM 166764100 3,286 25,170 SH   SOLE   25,170 0 0
CHICAGO BRIDGE & IRON CO NV COM 167250109 31,776 465,920 SH   SOLE   418,820 0 47,100
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 3,959 41,660 SH   SOLE   41,660 0 0
CIMAREX ENERGY CO COM 171798101 7,989 55,690 SH   SOLE   55,690 0 0
CIRCOR INTL INC COM 17273K109 6,192 80,281 SH   SOLE   80,281 0 0
CISCO SYSTEMS INC COM 17275R102 124 5,000 SH   SOLE   5,000 0 0
CINTAS CORP COM 172908105 1,423 22,400 SH   SOLE   22,400 0 0
CITIGROUP INC COM 172967424 377 8,010 SH   SOLE   8,010 0 0
CLEARWATER PAPER CORP COM 18538R103 6,195 100,367 SH   SOLE   100,367 0 0
COACH INC COM 189754104 51 1,500 SH   SOLE   1,500 0 0
COCA COLA CO COM 191216100 424 10,020 SH   SOLE   10,020 0 0
COGENT COMMUNICATIONS HOLDINGS COM 19239V302 4,446 128,672 SH   SOLE   128,672 0 0
COMPUTER SCIENCES CORP COM 205363104 626 9,900 SH   SOLE   9,900 0 0
COMSCORE INC COM 20564W105 9,272 261,325 SH   SOLE   261,325 0 0
CON-WAY INC COM 205944101 560 11,100 SH   SOLE   11,100 0 0
CONCHO RES INC COM 20605P101 6,647 46,000 SH   SOLE   46,000 0 0
CONSTANT CONTACT INC COM 210313102 9,048 281,767 SH   SOLE   281,767 0 0
CONTANGO OIL & GAS COM NEW 21075N204 351 8,300 SH   SOLE   8,300 0 0
COPART INC COM 217204106 345 9,600 SH   SOLE   9,600 0 0
COSTCO WHLSL CORP NEW COM 22160K105 322 2,800 SH   SOLE   2,800 0 0
CROWN HOLDINGS INC COM 228368106 503 10,100 SH   SOLE   10,100 0 0
CUMMINS INC COM 231021106 231 1,500 SH   SOLE   1,500 0 0
D R HORTON INC COM 23331A109 6,855 278,900 SH   SOLE   278,900 0 0
DST SYS INC DEL COM 233326107 1,281 13,900 SH   SOLE   13,900 0 0
DEERE & CO COM 244199105 127 1,400 SH   SOLE   1,400 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 7,860 285,209 SH   SOLE   285,209 0 0
DENTSPLY INTL INC COM 249030107 701 14,800 SH   SOLE   14,800 0 0
DEPOMED INC COM 249908104 4,671 336,054 SH   SOLE   336,054 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,884 48,920 SH   SOLE   48,920 0 0
DICKS SPORTING GOODS INC COM 253393102 1,928 41,410 SH   SOLE   41,410 0 0
DRIL-QUIP INC COM 262037104 754 6,900 SH   SOLE   6,900 0 0
EOG RES INC COM 26875P101 85,453 731,240 SH   SOLE   676,740 0 54,500
EQT CORP COM COM 26884L109 2,677 25,040 SH   SOLE   25,040 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 5,416 55,980 SH   SOLE   55,980 0 0
EAGLE MATERIALS INC COM 26969P108 9,458 100,314 SH   SOLE   100,314 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 2,999 28,350 SH   SOLE   28,350 0 0
ENERGEN CORP COM 29265N108 5,341 60,090 SH   SOLE   60,090 0 0
ENERGY TRANSFER PARTNERS LP COM UT LTD PARTN 29273R109 6,660 114,890 SH   SOLE   114,890 0 0
ENERGY TRANSFER EQUITY LP UNIT LTD PARTN 29273V100 4,502 76,380 SH   SOLE   76,380 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 22,270 284,450 SH   SOLE   284,450 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 9,421 262,340 SH   SOLE   262,340 0 0
EXAMWORKS GROUP INC COM 30066A105 8,537 269,059 SH   SOLE   269,059 0 0
EXXON MOBIL CORP COM 30231G102 13,753 136,600 SH   SOLE   136,600 0 0
FASTENAL CO COM 311900104 2,277 46,000 SH   SOLE   46,000 0 0
FERRO CORP COM 315405100 3,696 294,294 SH   SOLE   294,294 0 0
F5 NETWORKS INC COM 315616102 836 7,500 SH   SOLE   7,500 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 6,614 142,520 SH   SOLE   142,520 0 0
FISERV INC COM 337738108 5,397 89,474 SH   SOLE   89,474 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 40,043 303,820 SH   SOLE   272,660 0 31,160
G-III APPAREL GROUP LTD COM 36237H101 9,831 120,394 SH   SOLE   120,394 0 0
GASTAR EXPL INC NEW COM 36729W202 6,730 772,697 SH   SOLE   772,697 0 0
GENESEE & WYO INC CL A 371559105 289 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 1,922 66,060 SH   SOLE   66,060 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 2,379 42,450 SH   SOLE   42,450 0 0
GILEAD SCIENCES INC COM 375558103 35,283 425,560 SH   SOLE   384,960 0 40,600
GILDAN ACTIVEWEAR INC COM 375916103 583 9,900 SH   SOLE   9,900 0 0
GLOBUS MED INC CL A 379577208 8,362 349,574 SH   SOLE   349,574 0 0
GOODRICH PETE CORP COM NEW 382410405 6,341 229,745 SH   SOLE   229,745 0 0
GOOGLE INC CL A 38259P508 164 280 SH   SOLE   280 0 0
GOOGLE INC CL C 38259P706 70,098 121,850 SH   SOLE   109,690 0 12,160
GRAPHIC PACKAGING HLG CO COM 388689101 6,105 521,800 SH   SOLE   521,800 0 0
HAIN CELESTIAL GROUP INC COM 405217100 47,959 540,440 SH   SOLE   486,290 0 54,150
HALCON RES CORP COM NEW 40537Q209 11,633 1,595,750 SH   SOLE   1,595,750 0 0
HALLIBURTON CO COM 406216101 16,871 237,580 SH   SOLE   232,980 0 4,600
HANCOCK HLDG CO COM 410120109 7,719 218,540 SH   SOLE   218,540 0 0
HARLEY DAVIDSON INC COM 412822108 59,802 856,153 SH   SOLE   771,753 0 84,400
HAWAIIAN HOLDINGS INC COM 419879101 7,603 554,525 SH   SOLE   554,525 0 0
HEARTLAND EXPRESS INC COM 422347104 9,225 432,275 SH   SOLE   432,275 0 0
HELMERICH & PAYNE INC COM 423452101 1,022 8,800 SH   SOLE   8,800 0 0
HESS CORP COM 42809H107 2,878 29,100 SH   SOLE   29,100 0 0
HILLENBRAND INC COM 431571108 7,514 230,363 SH   SOLE   230,363 0 0
HOLLYFRONTIER CORP COM 436106108 1,044 23,900 SH   SOLE   23,900 0 0
HOME DEPOT INC COM 437076102 98,260 1,213,690 SH   SOLE   1,092,290 0 121,400
HONDA MOTOR LTD AMERN SHS 438128308 9,703 277,300 SH   SOLE   277,300 0 0
HORIZON PHARMA INC COM 44047T109 10,560 667,503 SH   SOLE   667,503 0 0
HUNT J B TRANSPORT SVCS INC COM 445658107 44,893 608,470 SH   SOLE   548,080 0 60,390
ICG GROUP INC COM 44928D108 12,414 594,550 SH   SOLE   594,550 0 0
ITT CORP NEW COM NEW 450911201 11,330 235,556 SH   SOLE   235,556 0 0
ICONIX BRAND GROUP INC COM 451055107 9,994 232,744 SH   SOLE   232,744 0 0
ILLINOIS TOOL WKS INC COM 452308109 263 3,000 SH   SOLE   3,000 0 0
ILLUMINA INC COM 452327109 27,452 153,760 SH   SOLE   138,360 0 15,400
IMPERIAL OIL LTD COM NEW 453038408 2,405 45,700 SH   SOLE   45,700 0 0
INNOPHOS HOLDINGS INC COM 45774N108 5,488 95,325 SH   SOLE   95,325 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 9,861 637,862 SH   SOLE   637,862 0 0
INTEL CORP COM 458140100 101,753 3,292,970 SH   SOLE   2,964,270 0 328,700
INTERSIL CORP CL A 46069S109 9,722 650,316 SH   SOLE   650,316 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,015 9,750 SH   SOLE   9,750 0 0
ISHARES ISHARES 464287234 11,625 268,900 SH   SOLE   268,900 0 0
ISHARES MSCI EAFE ETF 464287465 77,764 1,137,400 SH   SOLE   1,137,400 0 0
ISHARES SILVER TRUST MSCI EMG MKT ETF 46428Q109 693 34,200 SH   SOLE   34,200 0 0
JACK IN THE BOX INC COM 466367109 10,286 171,900 SH   SOLE   171,900 0 0
JARDEN CORP COM 471109108 772 13,000 SH   SOLE   13,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 8,572 790,020 SH   SOLE   790,020 0 0
KAR AUCTION SVCS INC COM 48238T109 10,465 328,350 SH   SOLE   328,350 0 0
KATE SPADE & CO COM 485865109 9,300 243,841 SH   SOLE   243,841 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 1,184 15,002 SH   SOLE   15,002 0 0
KNIGHT TRANSN INC COM 499064103 6,903 290,417 SH   SOLE   290,417 0 0
LSB INDS INC COM 502160104 5,959 142,994 SH   SOLE   142,994 0 0
LEAR CORP COM NEW 521865204 527 5,900 SH   SOLE   5,900 0 0
LEGG MASON INC COM 524901105 8,127 158,398 SH   SOLE   158,398 0 0
LENNAR CORP CL A 526057104 4,681 111,500 SH   SOLE   111,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 426 9,700 SH   SOLE   9,700 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 8,629 138,950 SH   SOLE   138,950 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 6,308 101,266 SH   SOLE   101,266 0 0
LINCOLN ELEC HLDGS INC COM 533900106 468 6,700 SH   SOLE   6,700 0 0
LOGMEIN INC COM 54142L109 9,425 202,160 SH   SOLE   202,160 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,922 45,300 SH   SOLE   45,300 0 0
MSC INDL DIRECT INC CL A 553530106 583 6,100 SH   SOLE   6,100 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 12,394 147,480 SH   SOLE   147,480 0 0
MARATHON PETROLEUM CORP COM 56585A102 894 11,450 SH   SOLE   11,450 0 0
MARCHEX INC CL B 56624R108 10,526 875,744 SH   SOLE   875,744 0 0
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 3,882 54,230 SH   SOLE   54,230 0 0
MASTEC INC COM 576323109 10,307 334,440 SH   SOLE   300,940 0 33,500
MCDONALDS CORP COM 580135101 81 800 SH   SOLE   800 0 0
MEDTRONIC INC COM 585055106 217 3,400 SH   SOLE   3,400 0 0
MERITOR INC COM 59001K100 7,581 581,340 SH   SOLE   581,340 0 0
MICROSOFT CORP COM 594918104 167 4,000 SH   SOLE   4,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 984 20,150 SH   SOLE   20,150 0 0
MICROSEMI CORP COM 595137100 5,133 191,800 SH   SOLE   191,800 0 0
MIDDLEBY CORP COM 596278101 53,285 644,163 SH   SOLE   580,353 0 63,810
MISTRAS GROUP INC COM 60649T107 5,634 229,785 SH   SOLE   229,785 0 0
MOBILE MINI INC COM 60740F105 9,310 194,405 SH   SOLE   194,405 0 0
MODINE MANUFACTURING CO COM 607828100 3,481 221,175 SH   SOLE   221,175 0 0
MONSANTO CO NEW COM 61166W101 56,970 456,710 SH   SOLE   411,610 0 45,100
MOOG INC CL A 615394202 2,274 31,200 SH   SOLE   31,200 0 0
MOTORCAR PTS AMER INC COM 620071100 3,995 164,083 SH   SOLE   164,083 0 0
MURPHY OIL CORP COM 626717102 703 10,570 SH   SOLE   10,570 0 0
MURPHY USA INC COM 626755102 275 5,625 SH   SOLE   5,625 0 0
MYRIAD GENETICS INC COM 62855J104 1,031 26,500 SH   SOLE   26,500 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 2,847 65,700 SH   SOLE   65,700 0 0
NEWFIELD EXPL CO COM 651290108 323 7,300 SH   SOLE   7,300 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208 7,284 1,036,200 SH   SOLE   1,036,200 0 0
NXSTAGE MEDICAL INC COM 67072V103 4,684 325,950 SH   SOLE   325,950 0 0
OFFICE DEPOT INC COM 676220106 6,943 1,220,270 SH   SOLE   1,220,270 0 0
OILTANKING PARTNERS L P UNIT LTD 678049107 3,647 38,620 SH   SOLE   38,620 0 0
ONEOK INC NEW COM 682680103 1,334 19,600 SH   SOLE   19,600 0 0
ORACLE CORP COM 68389X105 78,021 1,925,030 SH   SOLE   1,732,530 0 192,500
PACCAR INC COM 693718108 39,252 624,740 SH   SOLE   562,840 0 61,900
PACIRA PHARMACEUTICALS INC COM 695127100 8,390 91,339 SH   SOLE   91,339 0 0
PACWEST BANCORP DEL COM 695263103 10,396 240,815 SH   SOLE   240,815 0 0
PALO ALTO NETWORKS INC COM 697435105 28,306 337,580 SH   SOLE   303,680 0 33,900
PARKER HANNIFIN CORP COM 701094104 77,717 618,130 SH   SOLE   556,230 0 61,900
PAYCHEX INC COM 704326107 721 17,350 SH   SOLE   17,350 0 0
PENN VA CORP COM 707882106 10,166 599,782 SH   SOLE   599,782 0 0
PEPSICO INC COM 713448108 143 1,600 SH   SOLE   1,600 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 3,792 30,200 SH   SOLE   30,200 0 0
PETSMART COM 716768106 2,864 47,900 SH   SOLE   47,900 0 0
PFIZER INC COM 717081103 193 6,500 SH   SOLE   6,500 0 0
PHARMERICA CORP COM 71714F104 6,157 215,339 SH   SOLE   215,339 0 0
PHILLIPS 66 COM 718546104 4,252 52,860 SH   SOLE   52,860 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 212 2,800 SH   SOLE   2,800 0 0
PHYSICIANS RLTY TR COM 71943U104 4,293 298,350 SH   SOLE   298,350 0 0
PIONEER NAT RES CO COM 723787107 9,861 42,910 SH   SOLE   42,910 0 0
PITNEY BOWES INC COM 724479100 9,992 361,775 SH   SOLE   361,775 0 0
PLAINS ALL AMER PIPELINE L UNIT LTD PARTN 726503105 11,624 193,570 SH   SOLE   193,570 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 2,997 93,700 SH   SOLE   93,700 0 0
POLYONE CORP COM 73179P106 10,022 237,837 SH   SOLE   237,837 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 2,244 37,700 SH   SOLE   37,700 0 0
PRICELINE GRP INC COM NEW 741503403 58,730 48,820 SH   SOLE   43,950 0 4,870
PROCTER & GAMBLE CO COM 742718109 299 3,800 SH   SOLE   3,800 0 0
PROVIDENCE SVC CORP COM 743815102 3,405 93,047 SH   SOLE   93,047 0 0
QUALCOMM INC COM 747525103 53,119 670,690 SH   SOLE   603,990 0 66,700
RPC INC COM 749660106 7,026 299,125 SH   SOLE   299,125 0 0
RPM INTL INC COM 749685103 1,104 23,900 SH   SOLE   23,900 0 0
RAMBUS INC DEL COM 750917106 7,641 534,302 SH   SOLE   534,302 0 0
RANGE RES CORP COM 75281A109 31,183 358,630 SH   SOLE   324,330 0 34,300
RENTRAK CORP COM 760174102 3,476 66,270 SH   SOLE   66,270 0 0
RESTORATION HARDWARE HLDGSD I COM 761283100 7,477 80,360 SH   SOLE   80,360 0 0
RITE AID CORP COM 767754104 718 100,186 SH   SOLE   100,186 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259206 12,118 147,120 SH   SOLE   147,120 0 0
RUSH ENTERPRISES INC CL A 781846209 6,105 176,075 SH   SOLE   176,075 0 0
RYLAND GROUP INC COM 783764103 5,178 131,300 SH   SOLE   131,300 0 0
SBA COMMUNICATIONS CORP COM 78388J106 450 4,400 SH   SOLE   4,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 587 3,000 SH   SOLE   3,000 0 0
SPX CORP COM 784635104 8,010 74,024 SH   SOLE   74,024 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 10,051 78,500 SH   SOLE   78,500 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 7,536 262,479 SH   SOLE   262,479 0 0
SAIA INC COM 78709Y105 4,252 96,800 SH   SOLE   96,800 0 0
ST JUDE MED INC COM 790849103 59,398 857,730 SH   SOLE   771,830 0 85,900
SALIX PHARMACEUTICALS INC COM 795435106 545 4,417 SH   SOLE   4,417 0 0
SCHLUMBERGER LTD COM 806857108 78,154 662,600 SH   SOLE   602,000 0 60,600
SCHWAB CHARLES CORP NEW COM 808513105 68,453 2,541,890 SH   SOLE   2,287,890 0 254,000
SEALED AIR CORP NEW COM 81211K100 1,306 38,220 SH   SOLE   38,220 0 0
SEMGROUP CORP CL A 81663A105 4,026 51,060 SH   SOLE   51,060 0 0
SHERWIN WILLIAMS CO COM 824348106 65,493 316,530 SH   SOLE   284,730 0 31,800
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 9,217 451,136 SH   SOLE   451,136 0 0
SOLERA HOLDINGS INC COM 83421A104 8,728 129,973 SH   SOLE   129,973 0 0
SONIC CORP COM 835451105 4,284 194,025 SH   SOLE   194,025 0 0
SOUTHWEST AIRLS CO COM 844741108 1,355 50,450 SH   SOLE   50,450 0 0
SOUTHWESTERN ENERGY CO COM 845467109 92,369 2,030,530 SH   SOLE   1,858,130 0 172,400
SPANSION INC COM CL A NEW 84649R200 4,484 212,825 SH   SOLE   212,825 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 2,081 39,000 SH   SOLE   39,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 10,812 125,681 SH   SOLE   125,681 0 0
SPLUNK INC COM 848637104 29,747 537,620 SH   SOLE   484,020 0 53,600
STARBUCKS CORP COM 855244109 36,728 474,650 SH   SOLE   430,650 0 44,000
STATOIL ASA SPONSORED ADR 85771P102 4,735 153,600 SH   SOLE   153,600 0 0
STERICYCLE INC COM 858912108 3,624 30,600 SH   SOLE   30,600 0 0
STERIS CORP COM 859152100 7,166 134,000 SH   SOLE   134,000 0 0
STRYKER CORP COM 863667101 59 700 SH   SOLE   700 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 4,277 505,000 SH   SOLE   505,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LYD 866142102 2,756 54,200 SH   SOLE   54,200 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,449 33,990 SH   SOLE   33,990 0 0
SUNEDISON INC COM 86732Y109 393 17,400 SH   SOLE   17,400 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 5,761 122,280 SH   SOLE   122,280 0 0
SYNAPTICS INC COM 87157D109 4,183 46,150 SH   SOLE   46,150 0 0
SYNNEX CORP COM 87162W100 7,969 109,391 SH   SOLE   109,391 0 0
SYNERGY RES CORP COM 87164P103 2,776 209,500 SH   SOLE   209,500 0 0
TJX COS INC NEW COM 872540109 364 6,840 SH   SOLE   6,840 0 0
TARGA RESOURCES PARTNERS LP COM UNIT 87611X105 3,241 45,070 SH   SOLE   45,070 0 0
TARGA RES CORP COM 87612G101 3,336 23,900 SH   SOLE   23,900 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 7,622 152,625 SH   SOLE   152,625 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,061 151,773 SH   SOLE   151,773 0 0
TENNECO INC COM 880349105 7,726 117,596 SH   SOLE   117,596 0 0
TERADATA CORP DEL COM 88076W103 10,120 251,730 SH   SOLE   225,830 0 25,900
TESORO CORP COM 881609101 665 11,330 SH   SOLE   11,330 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 3,597 49,010 SH   SOLE   49,010 0 0
TIVO INC COM 888706108 824 63,800 SH   SOLE   63,800 0 0
TOLL BROTHERS INC COM 889478103 6,871 186,200 SH   SOLE   186,200 0 0
TOTAL S A SPONSORED ADR 89151E109 14,014 194,100 SH   SOLE   194,100 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 6,857 57,300 SH   SOLE   57,300 0 0
TRANSCANADA CORP COM 89353D107 2,038 42,700 SH   SOLE   42,700 0 0
TRANSDIGM GROUP INC COM 893641100 543 3,245 SH   SOLE   3,245 0 0
TREEHOUSE FOODS INC COM 89469A104 6,486 80,999 SH   SOLE   80,999 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,133 84,800 SH   SOLE   84,800 0 0
TUESDAY MORNING CORP COM NEW 899035505 4,070 228,380 SH   SOLE   228,380 0 0
US SILICA HLDGS INC COM 90346E103 31,755 572,790 SH   SOLE   572,790 0 0
ULTRA PETROLEUM CORP COM 903914109 48,338 1,628,090 SH   SOLE   1,489,990 0 138,100
UNDER ARMOUR INC CL A 904311107 4,105 69,000 SH   SOLE   69,000 0 0
UNION PAC CORP COM 907818108 83,417 836,260 SH   SOLE   756,460 0 79,800
UNIT CORP COM 909218109 4,838 70,290 SH   SOLE   70,290 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 613 6,400 SH   SOLE   6,400 0 0
US ECOLOGY INC COM 91732J102 6,579 134,400 SH   SOLE   134,400 0 0
VCA INC COM 918194101 607 17,300 SH   SOLE   17,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,204 83,920 SH   SOLE   83,920 0 0
VALERO ENERGY PARTNERS LP COM UNIT REP LP 91914J102 503 10,000 SH   SOLE   10,000 0 0
VARIAN MED SYS INC COM 92220P105 2,059 24,760 SH   SOLE   24,760 0 0
VERIFONE SYS INC COM 92342Y109 10,058 273,695 SH   SOLE   273,695 0 0
VERINT SYS INC COM 92343X100 11,348 231,350 SH   SOLE   231,350 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,014 31,830 SH   SOLE   31,830 0 0
VMWARE INC CL A COM 928563402 45,303 467,960 SH   SOLE   421,260 0 46,700
VONAGE HLDGS CORP COM 92886T201 6,675 1,779,975 SH   SOLE   1,779,975 0 0
WABTEC CORP COM 929740108 48,176 583,320 SH   SOLE   527,520 0 55,800
WALGREEN CO COM 931422109 74 1,000 SH   SOLE   1,000 0 0
WASTE CONNECTIONS INC COM 941053100 903 18,600 SH   SOLE   18,600 0 0
WATERS CORP COM 941848103 919 8,800 SH   SOLE   8,800 0 0
WEBMD HEALTH CORP COM 94770V102 7,518 155,650 SH   SOLE   155,650 0 0
WESTERN GAS PARTNERS LP COM UNT LTD PT 958254104 5,000 65,380 SH   SOLE   65,380 0 0
WESTERN GAS EQUITY PARTNERS LP COM UNIT LP IN 95825R103 5,618 89,600 SH   SOLE   89,600 0 0
WEX INC COM 96208T104 5,875 55,970 SH   SOLE   55,970 0 0
WHITEWAVE FOODS CO COM CL A 966244105 6,061 187,250 SH   SOLE   187,250 0 0
WHITING PETE CORP NEW COM 966387102 9,071 113,030 SH   SOLE   113,030 0 0
WHOLE FOODS MKT INC COM 966837106 240 6,220 SH   SOLE   6,220 0 0
WILLIAMS COS INC NEW COM 969457100 8,766 150,600 SH   SOLE   150,600 0 0
WRIGHT MED GROUP INC COM 98235T107 8,685 276,589 SH   SOLE   276,589 0 0
XCERRA CORP COM 98400J108 4,710 517,606 SH   SOLE   517,606 0 0
XYLEM INC COM 98419M100 418 10,700 SH   SOLE   10,700 0 0