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
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Agilent Technologies COM 00846U101 26,733,625 692,940 SH   SOLE   26,733,625 0 0
Albemarle COM 012653101 16,119,984 291,659 SH   SOLE   16,119,984 0 0
Amsurg Corp COM 03232P405 7,387,140 105,606 SH   SOLE   7,387,140 0 0
Bank United COM 06652K103 31,692,090 882,051 SH   SOLE   31,692,090 0 0
Becton Dickinson COM 075887109 8,782,108 61,999 SH   SOLE   8,782,108 0 0
CBRE Group COM 12504L109 22,393,584 605,232 SH   SOLE   22,393,584 0 0
CIT Group COM 125581801 30,911,154 664,899 SH   SOLE   30,911,154 0 0
Carter's COM 146229109 49,980,855 470,187 SH   SOLE   49,980,855 0 0
Chart Industries COM 16115Q308 7,076,820 197,953 SH   SOLE   7,076,820 0 0
Covanta Holdings COM 22282E102 35,660,593 1,682,897 SH   SOLE   35,660,593 0 0
Euronet Worldwide COM 298736109 42,897,789 695,264 SH   SOLE   42,897,789 0 0
First Republic Bank COM 33616C100 33,042,845 524,240 SH   SOLE   33,042,845 0 0
HCC Insurance Holdings COM 404132102 52,834,027 687,585 SH   SOLE   52,834,027 0 0
Hexcel COM 428291108 47,395,839 952,872 SH   SOLE   47,395,839 0 0
Host Hotels & Resorts Inc. COM 44107P104 26,885,697 1,355,809 SH   SOLE   26,885,697 0 0
IDEX Corporation COM 45167R104 28,077,108 357,306 SH   SOLE   28,077,108 0 0
Jacobs Engineering COM 469814107 32,951,472 811,213 SH   SOLE   32,951,472 0 0
Keysight Technologies, Inc. COM 49338L103 36,636,959 1,174,638 SH   SOLE   36,636,959 0 0
Kinder Morgan Inc. COM 49456B101 24,268,535 632,158 SH   SOLE   24,268,535 0 0
Kroger COM 501044101 47,606,305 656,548 SH   SOLE   47,606,305 0 0
Michael Kors Holdings COM G60754101 12,754,785 303,036 SH   SOLE   12,754,785 0 0
Mohawk Industries COM 608190104 42,398,699 222,099 SH   SOLE   42,398,699 0 0
Nordstrom COM 655664100 27,008,311 362,528 SH   SOLE   27,008,311 0 0
PVH Corp COM 693656100 27,769,202 241,052 SH   SOLE   27,769,202 0 0
PartnerRe COM G6852T105 43,263,654 336,682 SH   SOLE   43,263,654 0 0
Pioneer Natural Resources COM 723787107 24,355,909 175,614 SH   SOLE   24,355,909 0 0
Quanta Services COM 74762E102 36,923,925 1,281,191 SH   SOLE   36,923,925 0 0
Reliance Steel & Aluminum COM 759509102 32,450,344 536,547 SH   SOLE   32,450,344 0 0
Roper Industries COM 776696106 25,533,614 148,055 SH   SOLE   25,533,614 0 0
Ross Stores COM 778296103 48,697,933 1,001,809 SH   SOLE   48,697,933 0 0
SEI Investments COM 784117103 34,685,628 707,437 SH   SOLE   34,685,628 0 0
Valeant Pharma Int'l COM 91911K102 1,999 9 SH   SOLE   1,999 0 0
Wabtec COM 929740108 46,355,101 491,883 SH   SOLE   46,355,101 0 0
Waddell & Reed Financial COM 930059100 7,947,853 167,995 SH   SOLE   7,947,853 0 0
Weatherford International PLC COM G48833100 18,212,201 1,484,287 SH   SOLE   18,212,201 0 0