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
3M COMPANY COM 88579Y101 41,684 297,210 SH   SOLE   297,210 0 0
ABBOTT LABORATORIES COMMON COM 002824100 9 244 SH   SOLE   244 0 0
ABBVIE INC COM 00287Y109 37,497 710,045 SH   SOLE   710,045 0 0
ACTUATE CORP COM 00508B102 5,317 689,595 SH   SOLE   689,595 0 0
AETNA INC COM 00817Y108 37,457 546,095 SH   SOLE   546,095 0 0
AFLAC INC COM 001055102 6,688 100,120 SH   SOLE   100,120 0 0
AIR LEASE CORP COM 00912X302 28,730 924,385 SH   SOLE   924,385 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 43,753 927,362 SH   SOLE   927,362 0 0
AMAZON.COM INC COM 023135106 33,856 84,896 SH   SOLE   84,896 0 0
AMERICAN EQUITY INVT LIFE HLDG CO COM 025676206 6,336 240,200 SH   SOLE   240,200 0 0
AMERICAN EXPRESS CO COM 025816109 2,454 27,043 SH   SOLE   27,043 0 0
AMGEN INC COM 031162100 23,477 205,791 SH   SOLE   205,791 0 0
APPLE INC COM 037833100 73,435 130,896 SH   SOLE   130,896 0 0
AT+T INC COM 00206R102 6,236 177,373 SH   SOLE   177,373 0 0
ATMEL CORP COM 049513104 626 80,000 SH   SOLE   80,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 4,126 51,060 SH   SOLE   51,060 0 0
B/E AEROSPACE INC COM 073302101 36,615 420,714 SH   SOLE   420,714 0 0
BAKER HUGHES INC COM 057224107 3,460 62,614 SH   SOLE   62,614 0 0
BARRETT BUSINESS SERVICES COM 068463108 6,590 71,059 SH   SOLE   71,059 0 0
BIOGEN IDEC INC COM 09062X103 3,351 11,985 SH   SOLE   11,985 0 0
BLUE NILE INC COM 09578R103 5,532 117,470 SH   SOLE   117,470 0 0
BOSTON BEER COMPANY INC CL A COM 100557107 3,528 14,592 SH   SOLE   14,592 0 0
CALLAWAY GOLF COMPANY COM 131193104 5,617 666,343 SH   SOLE   666,343 0 0
CELGENE CORP COM 151020104 51,914 307,239 SH   SOLE   307,239 0 0
CHARLES RIV LABORATORIES COM 159864107 1,119 21,100 SH   SOLE   21,100 0 0
CISCO SYSTEMS INC COM 17275R102 27,309 1,217,540 SH   SOLE   1,217,540 0 0
CITRIX SYSTEMS INC COM 177376100 3,066 48,468 SH   SOLE   48,468 0 0
COCA COLA CO COM 191216100 3,612 87,446 SH   SOLE   87,446 0 0
COMCAST CORP NEW CL A COM 20030N101 30,297 583,035 SH   SOLE   583,035 0 0
COMTECH TELECOMMUNICATIONS COM 205826209 4,214 133,725 SH   SOLE   133,725 0 0
COOPERS COS INC COM 216648402 23,890 192,909 SH   SOLE   192,909 0 0
COSTCO WHOLESALE CORP COM 22160K105 2,483 20,866 SH   SOLE   20,866 0 0
CROCS INC COM 227046109 4,320 271,345 SH   SOLE   271,345 0 0
DENTSPLY INTERNATIONAL INC. COM 249030107 3,301 68,087 SH   SOLE   68,087 0 0
DTE ENERGY HOLDING CO COM 233331107 726 10,930 SH   SOLE   10,930 0 0
DUPONT DE NEMOURS & CO COM 263534109 24,686 379,962 SH   SOLE   379,962 0 0
EASTMAN CHEM CO COM 277432100 41,600 515,484 SH   SOLE   515,484 0 0
ELI LILLY AND CO COM 532457108 3,829 75,075 SH   SOLE   75,075 0 0
EMC CORP/MASS COM 268648102 37,768 1,501,702 SH   SOLE   1,501,702 0 0
EVERBANK FINANCIAL CORP COM 29977G102 5,400 294,443 SH   SOLE   294,443 0 0
EXPRESS SCRIPTS HOLDING COMPANY COM 30219G108 2,624 37,359 SH   SOLE   37,359 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 4,486 41,314 SH   SOLE   41,314 0 0
FAIR ISAAC CORP COM 303250104 10,132 161,230 SH   SOLE   161,230 0 0
FEDEX CORP COM COM 31428X106 40,868 284,258 SH   SOLE   284,258 0 0
FIRST CASH FINC'L INC COM 31942D107 5,022 81,209 SH   SOLE   81,209 0 0
FORWARD AIR CORPORATION COM 349853101 6,158 140,246 SH   SOLE   140,246 0 0
FRANKLIN RESOURCES INC COM 354613101 51,626 894,269 SH   SOLE   894,269 0 0
G III APPAREL GROUP LTD COM 36237H101 13,487 182,360 SH   SOLE   182,360 0 0
GENERAL DYNAMICS CORP COM COM 369550108 4,284 44,830 SH   SOLE   44,830 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 42,584 240,237 SH   SOLE   240,237 0 0
GOOGLE INC CL A COM 38259P508 61,499 54,875 SH   SOLE   54,875 0 0
GRACO INC COM 384109104 1,164 14,900 SH   SOLE   14,900 0 0
HCA HOLDINGS INC COM 40412C101 35,825 750,892 SH   SOLE   750,892 0 0
HEWLETT PACKARD CO COM 428236103 31,682 1,132,310 SH   SOLE   1,132,310 0 0
HOME DEPOT INC COM 437076102 45,800 556,240 SH   SOLE   556,240 0 0
IBM COM 459200101 4,703 25,075 SH   SOLE   25,075 0 0
INSPERITY INC COM 45778Q107 6,797 188,115 SH   SOLE   188,115 0 0
INSTEEL INDUSTRIES INC COM 45774W108 6,834 300,640 SH   SOLE   300,640 0 0
INTEL CORP COM 458140100 37,214 1,433,785 SH   SOLE   1,433,785 0 0
IPC THE HOSPITAL LIST CO COM 44984A105 4,799 80,799 SH   SOLE   80,799 0 0
JABIL CIRCUIT INC COM 466313103 2,159 123,792 SH   SOLE   123,792 0 0
JOHN BEAN TECHNOLOGIES CORP. COM 477839104 5,072 172,920 SH   SOLE   172,920 0 0
JOY GLOBAL INC COM 481165108 443 7,570 SH   SOLE   7,570 0 0
JPMORGAN CHASE + CO COMMON STOCK USD1.0 COM 46625H100 4,261 72,854 SH   SOLE   72,854 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 8,028 151,926 SH   SOLE   151,926 0 0
MANPOWERGROUP COM 56418H100 5,574 64,921 SH   SOLE   64,921 0 0
MASTEC INC COM 576323109 5,564 170,046 SH   SOLE   170,046 0 0
MASTERCARD INC CLASS A COM 57636Q104 47,464 56,812 SH   SOLE   56,812 0 0
MATTEL INC COM 577081102 1,812 38,090 SH   SOLE   38,090 0 0
MCCORMICK & COMPANY, INC COM 579780206 4,186 60,742 SH   SOLE   60,742 0 0
MCDONALD'S CORPORATION COM 580135101 4,074 41,990 SH   SOLE   41,990 0 0
MEDNAX INC COM 58502B106 35,031 656,253 SH   SOLE   656,253 0 0
MEDTRONIC INC COM 585055106 41,801 728,363 SH   SOLE   728,363 0 0
MICROSOFT CORP COM 594918104 62,735 1,676,949 SH   SOLE   1,676,949 0 0
MYLAN LABS COM 628530107 31,762 731,837 SH   SOLE   731,837 0 0
NASDAQ OMX GROUP INC COM 631103108 871 21,891 SH   SOLE   21,891 0 0
NATIONAL OILWELL VARCO INC COM 637071101 34,188 429,874 SH   SOLE   429,874 0 0
NIKE INC CL B COM 654106103 65,449 832,264 SH   SOLE   832,264 0 0
NUVASIVE INC COM 670704105 3,094 95,710 SH   SOLE   95,710 0 0
OIL STATES INTERNATIONAL INC COM 678026105 32,565 320,147 SH   SOLE   320,147 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 5,811 337,874 SH   SOLE   337,874 0 0
PAREXEL INT'L CORP COM 699462107 2,671 59,120 SH   SOLE   59,120 0 0
PEPSICO INC COM 713448108 49,523 597,093 SH   SOLE   597,093 0 0
PORTFOLIO RECOVERY ASSOCIATE COM 73640Q105 4,959 93,840 SH   SOLE   93,840 0 0
PROCTER + GAMBLE CO/THE COM 742718109 45,180 554,964 SH   SOLE   554,964 0 0
QUALCOMM INC COM 747525103 41,268 555,794 SH   SOLE   555,794 0 0
QUEST DIAGNOSTICS COM 74834L100 2,007 37,485 SH   SOLE   37,485 0 0
QUESTCOR PHARMACEUTICALS COM 74835Y101 6,627 121,705 SH   SOLE   121,705 0 0
RAVEN INDUSTRIES INC COM 754212108 4,100 99,656 SH   SOLE   99,656 0 0
REGAL BELOIT CORP COM COM 758750103 4,674 63,407 SH   SOLE   63,407 0 0
RELIANCE STEEL + ALUMINUM COM 759509102 5,068 66,822 SH   SOLE   66,822 0 0
REPUBLIC SERVICES INC CL A COM 760759100 1,052 31,680 SH   SOLE   31,680 0 0
ROCKWELL COLLINS INC. COM 774341101 1,158 15,660 SH   SOLE   15,660 0 0
ROLLINS INC COM 775711104 4,832 159,534 SH   SOLE   159,534 0 0
ROPER INDUSTRIES COM 776696106 1,689 12,180 SH   SOLE   12,180 0 0
ROYAL CARRIBBEAN CRUISES COM V7780T103 1,036 21,850 SH   SOLE   21,850 0 0
SANDISK CORP COM 80004C101 20,767 294,405 SH   SOLE   294,405 0 0
SCANSOURCE INC COM 806037107 3,298 77,720 SH   SOLE   77,720 0 0
STONE ENERGY CORP COM 861642106 5,366 155,140 SH   SOLE   155,140 0 0
SYMANTEC CORP COM COM 871503108 23,500 996,603 SH   SOLE   996,603 0 0
SYNERON MEDICAL LTD COM M87245102 2,939 238,923 SH   SOLE   238,923 0 0
T ROWE PRICE GROUP INC COM 74144T108 1,427 17,030 SH   SOLE   17,030 0 0
TAKE TWO INTERACTIVE SOFTWRE COM 874054109 6,372 366,825 SH   SOLE   366,825 0 0
TARGET CORP COM COM 87612E106 3,710 58,631 SH   SOLE   58,631 0 0
TERADATA CORP DEL COM COM 88076W103 2,991 65,749 SH   SOLE   65,749 0 0
THE HERSHEY COMPANY COM 427866108 4,596 47,265 SH   SOLE   47,265 0 0
TIFFANY & CO NEW COM 886547108 38,176 411,473 SH   SOLE   411,473 0 0
TRIANGLE PETROLEUM CORP. COM 89600B201 4,309 517,920 SH   SOLE   517,920 0 0
UNITED PARCEL SERVICE CL B COM 911312106 43,055 409,731 SH   SOLE   409,731 0 0
UNITED RENTALS INC COM 911363109 55,757 715,286 SH   SOLE   715,286 0 0
UNITED TECHNOLOGIES CORP COM 913017109 49,273 432,978 SH   SOLE   432,978 0 0
VALERO ENERGY COM 91913Y100 1,124 22,308 SH   SOLE   22,308 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 31,066 632,190 SH   SOLE   632,190 0 0
VISA INC CLASS A SHARES COM 92826C839 59,839 268,723 SH   SOLE   268,723 0 0
VIVUS INC COM 928551100 711 78,330 SH   SOLE   78,330 0 0
VMWARE INC Class A COM 928563402 1,875 20,905 SH   SOLE   20,905 0 0
WAL MART STORES INC COM 931142103 3,464 44,020 SH   SOLE   44,020 0 0
WALT DISNEY CO/THE COM 254687106 4,382 57,360 SH   SOLE   57,360 0 0
WELLS FARGO & COMPANY COM 949746101 32,886 724,363 SH   SOLE   724,363 0 0
WESCO INTERNATIONAL INC COM 95082P105 9,331 102,455 SH   SOLE   102,455 0 0
WESTERN DIGITAL CORP COM 958102105 57,715 687,903 SH   SOLE   687,903 0 0
WHOLE FOODS MARKET INC COM 966837106 38,908 672,798 SH   SOLE   672,798 0 0
WILLIS GROUP HLDGS LTD COM G96655108 837 18,670 SH   SOLE   18,670 0 0
WORLD ACCEPTANCE CORP COM 981419104 6,049 69,103 SH   SOLE   69,103 0 0
XCEL ENERGY INC COM COM 98389B100 1,158 41,460 SH   SOLE   41,460 0 0
YUM BRANDS INC COM 988498101 445 5,890 SH   SOLE   5,890 0 0