The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Air Methods Corporation | COM | 009128307 | 5,332 | 121,105 | SH | SOLE | 121,105 | 0 | 0 | ||
Allegheny Technologies Inc | COM | 01741R102 | 16,780 | 482,608 | SH | SOLE | 482,608 | 0 | 0 | ||
Altera Corp. | COM | 021441100 | 812 | 21,975 | SH | SOLE | 21,975 | 0 | 0 | ||
Anchor Bancorp WI | COM | 03283P106 | 1,092 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
Arrow Electronics | COM | 042735100 | 12,180 | 210,402 | SH | SOLE | 210,402 | 0 | 0 | ||
Aspen Technology Inc | COM | 045327103 | 796 | 22,740 | SH | SOLE | 22,740 | 0 | 0 | ||
Astec Industries Inc | COM | 046224101 | 14,665 | 373,050 | SH | SOLE | 373,050 | 0 | 0 | ||
Baker Hughes Inc | COM | 057224107 | 364 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
Bank Mutual Corporation | COM | 063750103 | 707 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
BioScrip Inc | COM | 09069N108 | 72 | 10,300 | SH | SOLE | 10,300 | 0 | 0 | ||
Black Diamond Inc | COM | 09202G101 | 3,248 | 371,189 | SH | SOLE | 371,189 | 0 | 0 | ||
Broadcom Corp | COM | 111320107 | 233 | 5,375 | SH | SOLE | 5,375 | 0 | 0 | ||
Callaway Golf Company | COM | 131193104 | 8,862 | 1,150,898 | SH | SOLE | 1,150,898 | 0 | 0 | ||
Carnival Corp | COM | 143658300 | 1,129 | 24,900 | SH | SOLE | 24,900 | 0 | 0 | ||
Celanese Corp. | COM | 150870103 | 8,125 | 135,500 | SH | SOLE | 135,500 | 0 | 0 | ||
Chicago Bridge & Iron | COM | 167250109 | 2,882 | 68,650 | SH | SOLE | 68,650 | 0 | 0 | ||
Chuy's Holdings Inc | COM | 171604101 | 9,889 | 502,750 | SH | SOLE | 502,750 | 0 | 0 | ||
Ciena Corporation | COM | 171779309 | 14,751 | 759,975 | SH | SOLE | 759,975 | 0 | 0 | ||
Cobiz Financial Inc | COM | 190897108 | 16,001 | 1,218,622 | SH | SOLE | 1,218,622 | 0 | 0 | ||
Columbia Banking Systems Inc. | COM | 197236102 | 11,458 | 414,988 | SH | SOLE | 414,988 | 0 | 0 | ||
Crane Co | COM | 224399105 | 9,065 | 154,425 | SH | SOLE | 154,425 | 0 | 0 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 12,881 | 101,125 | SH | SOLE | 101,125 | 0 | 0 | ||
Envision Healthcare Holdings I | COM | 29413U103 | 13,393 | 386,075 | SH | SOLE | 386,075 | 0 | 0 | ||
Exact Sciences Corporation | COM | 30063P105 | 22,225 | 809,950 | SH | SOLE | 809,950 | 0 | 0 | ||
F5 Networks Inc | COM | 315616102 | 21,902 | 167,877 | SH | SOLE | 167,877 | 0 | 0 | ||
FEI Company | COM | 30241L109 | 14,479 | 160,259 | SH | SOLE | 160,259 | 0 | 0 | ||
First Horizon National Corp | COM | 320517105 | 8,620 | 634,750 | SH | SOLE | 634,750 | 0 | 0 | ||
First Midwest Bancorp | COM | 320867104 | 8,233 | 481,200 | SH | SOLE | 481,200 | 0 | 0 | ||
Fortinet Inc | COM | 34959E109 | 25,314 | 825,620 | SH | SOLE | 825,620 | 0 | 0 | ||
Freshpet Inc | COM | 358039105 | 4,478 | 262,458 | SH | SOLE | 262,458 | 0 | 0 | ||
Gentex Corp | COM | 371901109 | 27,743 | 767,875 | SH | SOLE | 767,875 | 0 | 0 | ||
Glacier bancorp Inc | COM | 37637Q105 | 3,895 | 140,250 | SH | SOLE | 140,250 | 0 | 0 | ||
Guaranty Bancorp | COM | 40075T607 | 889 | 61,550 | SH | SOLE | 61,550 | 0 | 0 | ||
Hancock Holding Co | COM | 410120109 | 9,485 | 308,950 | SH | SOLE | 308,950 | 0 | 0 | ||
Hanger Inc | COM | 41043F208 | 1,207 | 55,100 | SH | SOLE | 55,100 | 0 | 0 | ||
HealthSouth Corp | COM | 421924309 | 21,203 | 551,302 | SH | SOLE | 551,302 | 0 | 0 | ||
Henry Jack & Associates | COM | 426281101 | 1,011 | 16,275 | SH | SOLE | 16,275 | 0 | 0 | ||
Hexcel Corp | COM | 428291108 | 20,352 | 490,529 | SH | SOLE | 490,529 | 0 | 0 | ||
Hibbet Sports Inc | COM | 428567101 | 13,003 | 268,500 | SH | SOLE | 268,500 | 0 | 0 | ||
Hilltop Holdings Inc | COM | 432748101 | 10,456 | 524,109 | SH | SOLE | 524,109 | 0 | 0 | ||
HomeAway Inc | COM | 43739Q100 | 5,396 | 181,200 | SH | SOLE | 181,200 | 0 | 0 | ||
Illinois Toolworks Inc | COM | 452308109 | 237 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
Infoblox Inc | COM | 45672H104 | 11,338 | 561,000 | SH | SOLE | 561,000 | 0 | 0 | ||
Informatica Corp | COM | 45666Q102 | 26,147 | 685,650 | SH | SOLE | 685,650 | 0 | 0 | ||
Interpublic Group of Companies | COM | 460690100 | 16,809 | 809,300 | SH | SOLE | 809,300 | 0 | 0 | ||
Intersil Corp Cl A | COM | 46069S109 | 5,899 | 407,700 | SH | SOLE | 407,700 | 0 | 0 | ||
JPMorgan Chase & Co | COM | 46625H100 | 1,784 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
Johnson Controls Inc | COM | 478366107 | 475 | 9,825 | SH | SOLE | 9,825 | 0 | 0 | ||
Kate Spade & Co | COM | 485865109 | 8,401 | 262,453 | SH | SOLE | 262,453 | 0 | 0 | ||
Kennametal Inc. | COM | 489170100 | 9,142 | 255,425 | SH | SOLE | 255,425 | 0 | 0 | ||
Kforce Inc | COM | 493732101 | 16,665 | 690,625 | SH | SOLE | 690,625 | 0 | 0 | ||
Lululemon Athletica Inc | COM | 550021109 | 15,701 | 281,425 | SH | SOLE | 281,425 | 0 | 0 | ||
MDC Partners Inc | COM | 552697104 | 37,812 | 1,664,270 | SH | SOLE | 1,664,270 | 0 | 0 | ||
MGIC Investment Corp. | COM | 552848103 | 22,299 | 2,392,650 | SH | SOLE | 2,392,650 | 0 | 0 | ||
MKS Instruments Inc. | COM | 55306N104 | 16,393 | 447,900 | SH | SOLE | 447,900 | 0 | 0 | ||
Manpower Inc. | COM | 56418H100 | 804 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
MasTec Inc. | COM | 576323109 | 6,629 | 293,175 | SH | SOLE | 293,175 | 0 | 0 | ||
Masco Corp | COM | 574599106 | 17,644 | 700,150 | SH | SOLE | 700,150 | 0 | 0 | ||
Meridian Bioscience Inc | COM | 589584101 | 2,781 | 168,960 | SH | SOLE | 168,960 | 0 | 0 | ||
MetLife Inc | COM | 59156R108 | 1,926 | 35,600 | SH | SOLE | 35,600 | 0 | 0 | ||
Microchip Technology Incorpora | COM | 595017104 | 672 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
Mobile Mini Inc | COM | 60740F105 | 24,121 | 595,437 | SH | SOLE | 595,437 | 0 | 0 | ||
Modine Manufacturing Co | COM | 607828100 | 6,510 | 478,656 | SH | SOLE | 478,656 | 0 | 0 | ||
National CineMedia Inc | COM | 635309107 | 5,102 | 355,024 | SH | SOLE | 355,024 | 0 | 0 | ||
NxStage Medical Inc | COM | 67072V103 | 29,359 | 1,637,425 | SH | SOLE | 1,637,425 | 0 | 0 | ||
PAREXEL International Corp | COM | 699462107 | 18,059 | 325,036 | SH | SOLE | 325,036 | 0 | 0 | ||
PTC Inc | COM | 69370C100 | 28,763 | 784,794 | SH | SOLE | 784,794 | 0 | 0 | ||
Pandora Media Inc | COM | 698354107 | 4,967 | 278,550 | SH | SOLE | 278,550 | 0 | 0 | ||
Qlik Technologies Inc | COM | 74733T105 | 12,330 | 399,174 | SH | SOLE | 399,174 | 0 | 0 | ||
Radian Group Inc. | COM | 750236101 | 1,007 | 60,200 | SH | SOLE | 60,200 | 0 | 0 | ||
Range Resources Corporation | COM | 75281A109 | 374 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Regal-Beloit Corporat | COM | 758750103 | 13,275 | 176,525 | SH | SOLE | 176,525 | 0 | 0 | ||
Robert Half International | COM | 770323103 | 9,987 | 171,068 | SH | SOLE | 171,068 | 0 | 0 | ||
Scansource Inc | COM | 806037107 | 2,920 | 72,711 | SH | SOLE | 72,711 | 0 | 0 | ||
SciQuest Inc | COM | 80908T101 | 7,305 | 505,550 | SH | SOLE | 505,550 | 0 | 0 | ||
Sealed Air Corp | COM | 81211K100 | 11,085 | 261,250 | SH | SOLE | 261,250 | 0 | 0 | ||
Select Medical Holdings Corpor | COM | 81619Q105 | 16,344 | 1,134,975 | SH | SOLE | 1,134,975 | 0 | 0 | ||
Sensata Technologies Holding N | COM | N7902X106 | 8,255 | 157,500 | SH | SOLE | 157,500 | 0 | 0 | ||
Stock Building Supply Inc | COM | 86101X104 | 9,364 | 611,251 | SH | SOLE | 611,251 | 0 | 0 | ||
Terex Corp | COM | 880779103 | 9,180 | 329,275 | SH | SOLE | 329,275 | 0 | 0 | ||
Tumi Holdings Inc | COM | 89969Q104 | 16,722 | 704,675 | SH | SOLE | 704,675 | 0 | 0 | ||
Twin Disc Incorporat | COM | 901476101 | 2,980 | 150,050 | SH | SOLE | 150,050 | 0 | 0 | ||
US Bancorp | COM | 902973304 | 820 | 18,250 | SH | SOLE | 18,250 | 0 | 0 | ||
US Silica Holdings Inc | COM | 90346E103 | 4,080 | 158,800 | SH | SOLE | 158,800 | 0 | 0 | ||
UTI Worldwide Inc | COM | G87210103 | 12,678 | 1,050,392 | SH | SOLE | 1,050,392 | 0 | 0 | ||
Ulta Salon Cosm and Frag Inc | COM | 90384S303 | 15,973 | 124,945 | SH | SOLE | 124,945 | 0 | 0 | ||
Universal Health Services C | COM | 913903100 | 5,605 | 50,375 | SH | SOLE | 50,375 | 0 | 0 | ||
Urban Outfitters Inc | COM | 917047102 | 17,087 | 486,398 | SH | SOLE | 486,398 | 0 | 0 | ||
Veeco Instruments Inc | COM | 922417100 | 17,066 | 489,275 | SH | SOLE | 489,275 | 0 | 0 | ||
Vince Holdings Corp | COM | 92719W108 | 8,941 | 342,050 | SH | SOLE | 342,050 | 0 | 0 | ||
Vulcan Matls Co | COM | 929160109 | 24,424 | 371,575 | SH | SOLE | 371,575 | 0 | 0 | ||
Whiting Petroleum Corp | COM | 966387102 | 4,150 | 125,756 | SH | SOLE | 125,756 | 0 | 0 | ||
Winnebago IndustriesInc | COM | 974637100 | 10,996 | 505,330 | SH | SOLE | 505,330 | 0 | 0 | ||
Zions Bancorp | COM | 989701107 | 19,105 | 670,125 | SH | SOLE | 670,125 | 0 | 0 |