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
ACCENTURE PLC IRELAND CS G1151C101 4,221 42,960 SH   SOLE   0 0 42,960
ACHAOGEN INC CS 004449104 134 23,315 SH   SOLE   0 0 23,315
ACTIVISION BLIZZARD INC CS 00507V109 14,034 454,325 SH   SOLE   225,000 0 229,325
ACUITY BRANDS INC CS 00508Y102 395 2,250 SH   SOLE   0 0 2,250
ALASKA AIR GROUP INC CS 011659109 207 2,610 SH   SOLE   0 0 2,610
ALLERGAN PLC SHS CS G0177J108 22,111 81,346 SH   SOLE   10,280 0 71,066
AMAZON COM INC CS 023135106 13,670 26,705 SH   SOLE   1,210 0 25,495
ANSYS INC CS 03662Q105 691 7,843 SH   SOLE   0 0 7,843
ANTHEM INC COM CS 036752103 3,567 25,475 SH   SOLE   0 0 25,475
APARTMENT INVT AND MGMT CO CS 03748R101 8,249 222,815 SH   SOLE   15,990 0 206,825
APPLE COMPUTER INC CS 037833100 6,445 58,435 SH   SOLE   51,000 0 7,435
ASSURANT INC CS 04621X108 5,284 66,880 SH   SOLE   0 0 66,880
ASTORIA FINL CORP CS 046265104 513 31,890 SH   SOLE   0 0 31,890
AVAGO TECHNOLOGIES LTD CS Y0486S104 263 2,105 SH   SOLE   0 0 2,105
BANK HAWAII CORP CS 062540109 516 8,135 SH   SOLE   0 0 8,135
BANK OF NEW YORK MELLON CORP CS 064058100 351 8,969 SH   SOLE   0 0 8,969
BLOCK H AND R INC CS 093671105 335 9,250 SH   SOLE   0 0 9,250
BOYD GAMING CORP CS 103304101 301 18,465 SH   SOLE   0 0 18,465
BRINKER INTL INC CS 109641100 3,244 61,600 SH   SOLE   0 0 61,600
BROADRIDGE FINL SOLUTIONS IN CS 11133T103 270 4,875 SH   SOLE   0 0 4,875
BROWN FORMAN CORP CS 115637209 4,219 43,540 SH   SOLE   0 0 43,540
BRUNSWICK CORP CS 117043109 638 13,320 SH   SOLE   0 0 13,320
CADENCE DESIGN SYSTEM INC CS 127387108 280 13,520 SH   SOLE   6,610 0 6,910
CARNIVAL CORP CS 143658300 366 7,360 SH   SOLE   0 0 7,360
CBOE HLDGS INC CS 12503M108 793 11,820 SH   SOLE   0 0 11,820
CELGENE CORP CS 151020104 2,176 20,120 SH   SOLE   0 0 20,120
CHUBB CORP CS 171232101 510 4,160 SH   SOLE   0 0 4,160
CLAYMORE EXCHANGE TRADED FD CO ETF 18383M555 2,044 92,135 SH   SOLE   0 0 92,135
CLAYMORE EXCHANGE TRADED FD CO ETF 18383M548 2,037 89,773 SH   SOLE   0 0 89,773
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 2,166 103,863 SH   SOLE   0 0 103,863
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 2,160 101,835 SH   SOLE   0 0 101,835
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 2,170 102,671 SH   SOLE   0 0 102,671
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 2,171 102,036 SH   SOLE   0 0 102,036
CLOROX CO DEL CS 189054109 10,364 89,705 SH   SOLE   0 0 89,705
COGNIZANT TECHNOLOGY SOLUTIO CS 192446102 1,170 18,680 SH   SOLE   0 0 18,680
CONSOLIDATED EDISON INC CS 209115104 209 3,130 SH   SOLE   0 0 3,130
CONSTELLATION BRANDS INC CS 21036P108 3,271 26,125 SH   SOLE   5,940 0 20,185
CONVERGYS CORP CS 212485106 354 15,330 SH   SOLE   0 0 15,330
COSTCO WHSL CORP NEW CS 22160K105 17,905 123,849 SH   SOLE   50,110 0 73,739
CRACKER BARREL OLD CTRY STOR CS 22410J106 215 1,460 SH   SOLE   0 0 1,460
D R HORTON INC CS 23331A109 4,158 141,630 SH   SOLE   110,000 0 31,630
DBX ETF TR EAFE CURR HDG ETF 233051200 1,106 42,415 SH   SOLE   0 0 42,415
DBX ETF TR JAPAN CURR HDG ETF 233051507 1,110 30,450 SH   SOLE   0 0 30,450
DELTA AIR LINES INC DEL CS 247361702 227 5,050 SH   SOLE   0 0 5,050
DISNEY WALT CO CS 254687106 233 2,275 SH   SOLE   0 0 2,275
DR PEPPER SNAPPLE GROUP INC CS 26138E109 14,853 187,890 SH   SOLE   8,340 0 179,550
DST SYS INC DEL CS 233326107 2,306 21,930 SH   SOLE   0 0 21,930
E TRADE FINANCIAL CORP CS 269246401 11,752 446,320 SH   SOLE   18,630 0 427,690
ENERGIZER HLDGS INC NEW CS 29272W109 9,390 242,580 SH   SOLE   160,000 0 82,580
EQUITY RESIDENTIAL CS 29476L107 1,400 18,640 SH   SOLE   0 0 18,640
EXPEDIA INC DEL CS 30212P303 18,043 153,320 SH   SOLE   69,000 0 84,320
EXTRA SPACE STORAGE INC CS 30225T102 5,979 77,490 SH   SOLE   0 0 77,490
FACTORSHARES TR ISE CYBER SEC ETF 30304R407 624 24,730 SH   SOLE   0 0 24,730
FIRST HORIZON NATL CORP CS 320517105 7,484 527,800 SH   SOLE   509,000 0 18,800
FIRST TR NASDAQ ABA CMNTY BK U ETF 33736Q104 741 19,380 SH   SOLE   0 0 19,380
FORTINET INC CS 34959E109 18,053 424,975 SH   SOLE   194,410 0 230,565
FRESH DEL MONTE PRODUCE INC CS G36738105 1,011 25,590 SH   SOLE   0 0 25,590
GLOBAL PMTS INC CS 37940X102 11,092 96,680 SH   SOLE   7,350 0 89,330
GOLDMAN SACHS GROUP INC CS 38141G104 12,805 73,695 SH   SOLE   1,850 0 71,845
HAIN CELESTIAL GROUP INC CS 405217100 7,225 140,015 SH   SOLE   95,000 0 45,015
HEALTH NET INC CS 42222G108 5,642 93,690 SH   SOLE   0 0 93,690
HOME DEPOT INC CS 437076102 4,571 39,578 SH   SOLE   5,660 0 33,918
HUMANA INC CS 444859102 788 4,400 SH   SOLE   0 0 4,400
IMPAX LABORATORIES INC CS 45256B101 1,915 54,390 SH   SOLE   11,210 0 43,180
IMPERVA INC CS 45321L100 7,328 111,908 SH   SOLE   90,000 0 21,908
ISHARES INC MSCI ISRAEL FD ETF 464286632 453 9,440 SH   SOLE   0 0 9,440
ISHARES TR DJ BROKER-DEAL ETF 464288794 1,174 30,460 SH   SOLE   0 0 30,460
ISHARES TR DJ CON NON CYCL ETF 464287812 1,239 12,080 SH   SOLE   0 0 12,080
ISHARES TR DJ PHARMA INDX ETF 464288836 1,322 8,934 SH   SOLE   0 0 8,934
ISHARES TR DJ US CON CYCL ETF 464287580 1,201 8,730 SH   SOLE   0 0 8,730
ISHARES TR GLMN SCHS SOFT ETF 464287515 925 9,770 SH   SOLE   0 0 9,770
ISHARES TR IRLND CPD INVT ETF 46429B507 477 12,240 SH   SOLE   0 0 12,240
ISHARES TR MSCI DENMRK CP ETF 46429B523 504 9,500 SH   SOLE   0 0 9,500
J P MORGAN CHASE AND CO CS 46625H100 2,780 45,590 SH   SOLE   0 0 45,590
JETBLUE AWYS CORP CS 477143101 665 25,802 SH   SOLE   0 0 25,802
KROGER CO CS 501044101 16,063 445,320 SH   SOLE   127,000 0 318,320
LIFEPOINT HOSPITALS INC CS 53219L109 601 8,470 SH   SOLE   0 0 8,470
LIGAND PHARMACEUTICALS INC CS 53220K504 6,142 71,710 SH   SOLE   67,000 0 4,710
LILLY ELI AND CO CS 532457108 406 4,850 SH   SOLE   0 0 4,850
LOCKHEED MARTIN CORP CS 539830109 705 3,400 SH   SOLE   0 0 3,400
LOWES COS INC CS 548661107 676 9,810 SH   SOLE   0 0 9,810
LUXOTTICA GROUP S P A ADR 55068R202 211 3,040 SH   SOLE   0 0 3,040
MANHATTAN ASSOCS INC CS 562750109 4,819 77,350 SH   SOLE   0 0 77,350
MATSON INC CS 57686G105 2,229 57,920 SH   SOLE   56,000 0 1,920
MAXIMUS INC CS 577933104 786 13,200 SH   SOLE   0 0 13,200
MONDELEZ INTL INC CS 609207105 4,742 113,260 SH   SOLE   0 0 113,260
MSCI INC CS 55354G100 7,895 132,775 SH   SOLE   118,000 0 14,775
NASDAQ STOCK MARKET INC CS 631103108 14,636 274,450 SH   SOLE   110,000 0 164,450
NATIONAL PRESTO INDS INC CS 637215104 217 2,580 SH   SOLE   0 0 2,580
NETEASE COM INC ADR 64110W102 14,116 117,515 SH   SOLE   60,540 0 56,975
NETFLIX COM INC CS 64110L106 11,050 107,015 SH   SOLE   72,500 0 34,515
NEW YORK CMNTY BANCORP INC CS 649445103 8,772 485,701 SH   SOLE   33,740 0 451,961
NORDSTROM INC CS 655664100 3,111 43,380 SH   SOLE   0 0 43,380
NORTHERN TR CORP CS 665859104 14,257 209,170 SH   SOLE   105,000 0 104,170
NORWEGIAN CRUISE LINE HLDGS CS G66721104 287 5,013 SH   SOLE   0 0 5,013
NUVASIVE INC CS 670704105 2,072 42,980 SH   SOLE   0 0 42,980
NVIDIA CORP CS 67066G104 229 9,310 SH   SOLE   0 0 9,310
NXP SEMICONDUCTORS N V CS N6596X109 3,977 45,680 SH   SOLE   0 0 45,680
OSIRIS THERAPEUTICS INC CS 68827R108 189 10,210 SH   SOLE   0 0 10,210
PALO ALTO NETWORKS INC CS 697435105 544 3,160 SH   SOLE   0 0 3,160
PAPA JOHNS INTL INC CS 698813102 3,702 54,060 SH   SOLE   50,000 0 4,060
PAYCHEX INC CS 704326107 15,916 334,160 SH   SOLE   110,000 0 224,160
PEOPLES UNITED FINANCIAL INC CS 712704105 4,702 298,945 SH   SOLE   0 0 298,945
POWERSHARES ETF TR II SANDP SM ETF 73937B886 849 13,040 SH   SOLE   0 0 13,040
PROGRESSIVE CORP OHIO CS 743315103 10,465 341,545 SH   SOLE   18,915 0 322,630
RED HAT INC CS 756577102 878 12,220 SH   SOLE   0 0 12,220
ROSS STORES INC CS 778296103 869 17,920 SH   SOLE   0 0 17,920
ROYAL CARIBBEAN CRUISES LTD CS V7780T103 16,394 184,015 SH   SOLE   96,300 0 87,715
RYANAIR HLDGS PLC ADR 783513104 5,849 74,700 SH   SOLE   60,000 0 14,700
SCHOLASTIC CORP CS 807066105 1,910 49,030 SH   SOLE   0 0 49,030
SCHWAB CHARLES CORP NEW CS 808513105 494 17,280 SH   SOLE   0 0 17,280
SENOMYX INC CS 81724Q107 60 13,530 SH   SOLE   0 0 13,530
SHERWIN WILLIAMS CO CS 824348106 4,686 21,034 SH   SOLE   0 0 21,034
SIGNATURE BK NEW YORK N Y CS 82669G104 966 7,020 SH   SOLE   0 0 7,020
SNYDERS-LANCE INC CS 833551104 301 8,910 SH   SOLE   0 0 8,910
ST JUDE MED INC CS 790849103 351 5,565 SH   SOLE   0 0 5,565
STARBUCKS CORP CS 855244109 16,217 285,305 SH   SOLE   0 0 285,305
STERICYCLE INC CS 858912108 499 3,585 SH   SOLE   0 0 3,585
STERIS CORP CS 859152100 1,395 21,475 SH   SOLE   0 0 21,475
SYNOPSYS INC CS 871607107 1,417 30,690 SH   SOLE   0 0 30,690
SYNOVUS FINL CORP CS 87161C501 4,691 158,480 SH   SOLE   0 0 158,480
TARGET CORP CS 87612E106 13,375 170,035 SH   SOLE   7,450 0 162,585
TEMPUR PEDIC INTL INC CS 88023U101 223 3,120 SH   SOLE   0 0 3,120
TORCHMARK CORP CS 891027104 851 15,090 SH   SOLE   0 0 15,090
UDR INC CS 902653104 6,585 190,980 SH   SOLE   190,000 0 980
ULTA SALON COSMETCS N FRAG I CS 90384S303 15,284 93,565 SH   SOLE   47,000 0 46,565
UNITED THERAPEUTICS CORP DEL CS 91307C102 384 2,925 SH   SOLE   0 0 2,925
UNIVERSAL HLTH SVCS INC CS 913903100 14,263 114,275 SH   SOLE   4,800 0 109,475
VALEANT PHARMACEUTICALS INTL CS 91911K102 10,442 58,540 SH   SOLE   30,000 0 28,540
VCA ANTECH INC CS 918194101 1,310 24,890 SH   SOLE   0 0 24,890
VISA INC CS 92826C839 10,335 148,362 SH   SOLE   0 0 148,362
WALGREENS BOOTS ALLIANCE INC C CS 931427108 445 5,360 SH   SOLE   0 0 5,360
WASTE MGMT INC DEL CS 94106L109 4,741 95,190 SH   SOLE   90,000 0 5,190
WATERS CORP CS 941848103 952 8,050 SH   SOLE   0 0 8,050
WHITEWAVE FOODS CO CS 966244105 8,790 218,930 SH   SOLE   17,480 0 201,450