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 5,323 39,235 SH   SOLE   39,235 0 0
AMBEV SA ADR COM 02319V103 286 38,652 SH   SOLE   38,652 0 0
AMERICA ONLINE COM 00184X105 36,168 826,316 SH   SOLE   826,316 0 0
AZZ Inc COM 002474104 2,412 53,988 SH   SOLE   53,988 0 0
Abiomed Inc COM 003654100 3,270 125,565 SH   SOLE   125,565 0 0
Acadia Pharmaceuticals COM 004225108 1,343 55,184 SH   SOLE   55,184 0 0
Affiliated Managers Group Inc COM 008252108 36,885 184,378 SH   SOLE   184,378 0 0
Agrium Inc. COM 008916108 366 3,750 SH   SOLE   3,750 0 0
Air Methods Corp COM 009128307 3,230 60,451 SH   SOLE   60,451 0 0
Akorn Inc COM 009728106 22,450 1,020,464 SH   SOLE   1,020,464 0 0
Albemarle Corporation COM 012653101 22,718 342,031 SH   SOLE   342,031 0 0
Allergan Inc. COM 018490102 607 4,888 SH   SOLE   4,888 0 0
Alliance Data Systems Corporat COM 018581108 1,110 4,073 SH   SOLE   4,073 0 0
AmTrust Financial Services COM 032359309 1,375 36,563 SH   SOLE   36,563 0 0
Amazon.com Inc. COM 023135106 322 957 SH   SOLE   957 0 0
American Express Company COM 025816109 559 6,210 SH   SOLE   6,210 0 0
American Intl Group Inc. COM 026874784 355 7,100 SH   SOLE   7,100 0 0
Amgen Inc. COM 031162100 432 3,500 SH   SOLE   3,500 0 0
Analog Devices Inc. COM 032654105 275 5,180 SH   SOLE   5,180 0 0
Ann Taylor Stores Corp COM 035623107 2,914 70,239 SH   SOLE   70,239 0 0
Annheuser Busch COM 03524A108 263 2,500 SH   SOLE   2,500 0 0
Apple Inc. COM 037833100 11,129 20,734 SH   SOLE   20,734 0 0
Arctic Cat COM 039670104 2,499 52,300 SH   SOLE   52,300 0 0
Arris Group Inc. COM 04270V106 3,566 126,549 SH   SOLE   126,549 0 0
Astronics Corporation COM 046433108 3,847 60,675 SH   SOLE   60,675 0 0
AutoNation Inc. COM 05329W102 30,160 566,592 SH   SOLE   566,592 0 0
Autoliv Inc. COM 052800109 47,943 477,757 SH   SOLE   477,757 0 0
Automatic Data Processing Inc COM 053015103 392 5,080 SH   SOLE   5,080 0 0
Auxilium Pharmaceuticals COM 05334D107 1,371 50,457 SH   SOLE   50,457 0 0
B/E Aerospace Inc. COM 073302101 31,871 367,219 SH   SOLE   367,219 0 0
BOK Financial Corp COM 05561Q201 2,758 39,948 SH   SOLE   39,948 0 0
Baidu Inc. ADS COM 056752108 387 2,540 SH   SOLE   2,540 0 0
Bank of America Corp COM 060505104 6,731 391,326 SH   SOLE   391,326 0 0
Bank of New York Mellon Corp. COM 064058100 7,783 220,553 SH   SOLE   220,553 0 0
Barclays PLC ADR COM 06738E204 257 16,400 SH   SOLE   16,400 0 0
Biogen Idec Inc. COM 09062X103 459 1,500 SH   SOLE   1,500 0 0
BorgWarner Inc. COM 099724106 5,185 84,343 SH   SOLE   84,343 0 0
Brinker International Inc. COM 109641100 2,932 55,910 SH   SOLE   55,910 0 0
Bristol-Myers Squibb Company COM 110122108 384 7,400 SH   SOLE   7,400 0 0
British American Tobacco COM 110448107 440 3,950 SH   SOLE   3,950 0 0
Brookfield Asset Mngmt COM 112585104 272 6,660 SH   SOLE   6,660 0 0
CBOE Holdings Inc. COM 12503M108 4,787 84,584 SH   SOLE   84,584 0 0
CBRE Group Inc. Class A COM 12504L109 41,415 1,509,838 SH   SOLE   1,509,838 0 0
CBS Corporation Class B COM 124857202 4,568 73,908 SH   SOLE   73,908 0 0
CGI Group Inc. COM 39945C109 393 12,700 SH   SOLE   12,700 0 0
CME Group Inc. COM 12572Q105 3,435 46,408 SH   SOLE   46,408 0 0
CNOOC Ltd ADR COM 126132109 2,001 13,182 SH   SOLE   13,182 0 0
Cabela's Incorporated COM 126804301 3,402 51,933 SH   SOLE   51,933 0 0
Canadian National Railway COM 136375102 618 11,000 SH   SOLE   11,000 0 0
Cardiovascular Systems Inc COM 141619106 2,484 78,133 SH   SOLE   78,133 0 0
Carrizo Oil & Gas Inc. COM 144577103 40,061 749,362 SH   SOLE   749,362 0 0
Caterpillar Inc. COM 149123101 306 3,083 SH   SOLE   3,083 0 0
Celgene Corporation COM 151020104 4,098 29,355 SH   SOLE   29,355 0 0
Celldex Therapeutics Inc. COM 15117B103 548 30,992 SH   SOLE   30,992 0 0
Centene COM 15135B101 4,249 68,262 SH   SOLE   68,262 0 0
Charles River Laboratories Int COM 159864107 6,383 105,790 SH   SOLE   105,790 0 0
Chart Industries Inc COM 16115Q308 1,563 19,648 SH   SOLE   19,648 0 0
Check Point Software COM M22465104 431 6,370 SH   SOLE   6,370 0 0
Chevron Corp COM 166764100 832 6,998 SH   SOLE   6,998 0 0
Chicago Bridge & Iron Co. NV COM 167250109 518 5,940 SH   SOLE   5,940 0 0
Ciena Corporation COM 171779309 31,127 1,368,814 SH   SOLE   1,368,814 0 0
Cisco Systems Inc. COM 17275R102 388 17,300 SH   SOLE   17,300 0 0
Citigroup COM 172967424 3,339 70,138 SH   SOLE   70,138 0 0
City National Corp COM 178566105 4,150 52,723 SH   SOLE   52,723 0 0
Coca-Cola Enterprises Inc. COM 19122T109 4,816 100,836 SH   SOLE   100,836 0 0
Colgate-Palmolive Company COM 194162103 532 8,200 SH   SOLE   8,200 0 0
Comcast Cl A Special COM 20030N200 4,307 88,332 SH   SOLE   88,332 0 0
Comcast Corporation Class A COM 20030N101 337 6,742 SH   SOLE   6,742 0 0
Constellium NV COM N22035104 16,178 551,222 SH   SOLE   551,222 0 0
Costco Wholesale Corporation COM 22160K105 634 5,679 SH   SOLE   5,679 0 0
Covidien Ltd. COM G2554F113 6,931 94,099 SH   SOLE   94,099 0 0
Cracker Barrel Old Cntry Store COM 22410J106 5,851 60,166 SH   SOLE   60,166 0 0
Cullen/Frost Bankers COM 229899109 29,068 374,922 SH   SOLE   374,922 0 0
Cummins Inc. COM 231021106 4,368 29,318 SH   SOLE   29,318 0 0
Cumulus Media Inc COM 231082108 87 12,539 SH   SOLE   12,539 0 0
DIRECTV COM 25490A309 335 4,390 SH   SOLE   4,390 0 0
DXP Enterprises Inc. COM 233377407 3,627 38,206 SH   SOLE   38,206 0 0
Dana Holding Corp COM 235825205 29,926 1,286,048 SH   SOLE   1,286,048 0 0
Danaher Corporation COM 235851102 3,767 50,229 SH   SOLE   50,229 0 0
Deere & Company COM 244199105 608 6,699 SH   SOLE   6,699 0 0
Delphi Automotive PLC COM G27823106 3,374 49,715 SH   SOLE   49,715 0 0
DexCom Inc. COM 252131107 2,367 57,236 SH   SOLE   57,236 0 0
Diamondback Energy Inc COM 25278X109 2,869 42,624 SH   SOLE   42,624 0 0
Dillard's Inc. Class A COM 254067101 23,250 251,626 SH   SOLE   251,626 0 0
Dolby Laboratories Inc. Class COM 25659T107 26,866 603,737 SH   SOLE   603,737 0 0
E-House (China) Holdings Ltd COM 26852W103 2,539 210,045 SH   SOLE   210,045 0 0
EOG Resources Inc. COM 26875P101 6,663 33,963 SH   SOLE   33,963 0 0
Eli Lilly and Company COM 532457108 4,588 77,949 SH   SOLE   77,949 0 0
Enanta Pharmaceuticals COM 29251M106 1,550 38,755 SH   SOLE   38,755 0 0
EnerSys Inc COM 29275Y102 25,699 370,896 SH   SOLE   370,896 0 0
Entegris Inc COM 29362U104 25,062 2,069,516 SH   SOLE   2,069,516 0 0
Euronet Worldwide Inc COM 298736109 4,867 117,018 SH   SOLE   117,018 0 0
Evercore Partners Inc COM 29977A105 28,887 522,850 SH   SOLE   522,850 0 0
Expedia Inc. COM 30212P303 56,132 774,235 SH   SOLE   774,235 0 0
Express Scripts Holding Compan COM 30219G108 5,513 73,412 SH   SOLE   73,412 0 0
Exxon Mobil Corporation COM 30231G102 581 5,952 SH   SOLE   5,952 0 0
F5 Networks Inc. COM 315616102 28,258 265,007 SH   SOLE   265,007 0 0
FEI Company COM 30241L109 38,247 371,258 SH   SOLE   371,258 0 0
Facebook Inc. Class A COM 30303M102 3,354 55,676 SH   SOLE   55,676 0 0
Finisar Corporation COM 31787A507 32,976 1,243,919 SH   SOLE   1,243,919 0 0
Finish Line COM 317923100 2,877 106,220 SH   SOLE   106,220 0 0
First Republic Bank San Franci COM 33616C100 38,987 722,119 SH   SOLE   722,119 0 0
FleetCor Technologies Inc. COM 339041105 45,594 396,125 SH   SOLE   396,125 0 0
Fomento Economico Mexicano COM 344419106 272 2,920 SH   SOLE   2,920 0 0
Foot Locker Inc. COM 344849104 30,071 640,074 SH   SOLE   640,074 0 0
GNC Holdings Inc. Class A COM 36191G107 28,743 652,949 SH   SOLE   652,949 0 0
Gartner Inc. COM 366651107 40,878 588,681 SH   SOLE   588,681 0 0
General Mills Inc. COM 370334104 3,763 72,608 SH   SOLE   72,608 0 0
Gentex Corporation COM 371901109 22,896 726,161 SH   SOLE   726,161 0 0
Gilead Sciences Inc. COM 375558103 6,005 84,746 SH   SOLE   84,746 0 0
Global Payments Inc. COM 37940X102 34,759 488,812 SH   SOLE   488,812 0 0
Globus Medical Inc COM 379577208 2,137 80,362 SH   SOLE   80,362 0 0
Goldman Sachs Group Inc COM 38141G104 2,755 16,812 SH   SOLE   16,812 0 0
Google Inc Class A COM 38259P508 15,429 13,844 SH   SOLE   13,844 0 0
Grifols SA ADR Class B COM 398438408 449 10,869 SH   SOLE   10,869 0 0
HFF Inc COM 40418F108 6,958 207,024 SH   SOLE   207,024 0 0
Halliburton Company COM 406216101 4,787 81,280 SH   SOLE   81,280 0 0
Hanger Orthopedic Group COM 41043F208 11,071 328,710 SH   SOLE   328,710 0 0
Heartland Payment Systems COM 42235N108 31,771 766,481 SH   SOLE   766,481 0 0
Helmerich & Payne Inc COM 423452101 39,044 362,994 SH   SOLE   362,994 0 0
Hexcel Corporation COM 428291108 3,494 80,252 SH   SOLE   80,252 0 0
Himax Technologies COM 43289P106 132 11,500 SH   SOLE   11,500 0 0
Hormel Foods Corporation COM 440452100 580 11,777 SH   SOLE   11,777 0 0
IAC/InterActiveCorp. COM 44919P508 57,843 810,240 SH   SOLE   810,240 0 0
ING Group N.V. ADR COM 456837103 275 19,275 SH   SOLE   19,275 0 0
ISIS Pharmaceuticals Inc. COM 464330109 30,909 715,317 SH   SOLE   715,317 0 0
Icon PLC COM G4705A100 5,208 109,526 SH   SOLE   109,526 0 0
Iconix Brand Group Inc. COM 451055107 3,980 101,360 SH   SOLE   101,360 0 0
Informatica Corporation COM 45666Q102 20,359 538,886 SH   SOLE   538,886 0 0
Insulet Corp COM 45784P101 1,387 29,245 SH   SOLE   29,245 0 0
Interactive Brokers Group COM 45841N107 12,881 594,435 SH   SOLE   594,435 0 0
International Business Machine COM 459200101 4,921 25,565 SH   SOLE   25,565 0 0
International Game Technology COM 459902102 22,122 1,573,377 SH   SOLE   1,573,377 0 0
Interxion COM N47279109 15,525 647,395 SH   SOLE   647,395 0 0
JPMorgan Chase & Co COM 46625H100 5,531 91,099 SH   SOLE   91,099 0 0
Jazz Pharmaceuticals Plc COM G50871105 10,147 73,167 SH   SOLE   73,167 0 0
KapStone Paper and Packaging C COM 48562P103 36,711 1,272,904 SH   SOLE   1,272,904 0 0
Keryx Biopharmaceuticals Inc. COM 492515101 15,409 904,313 SH   SOLE   904,313 0 0
Kirby Corporation COM 497266106 5,470 54,025 SH   SOLE   54,025 0 0
Kodiak Oil & Gas Corp COM 50015Q100 3,596 296,225 SH   SOLE   296,225 0 0
Korn/Ferry Int'l COM 500643200 2,926 98,280 SH   SOLE   98,280 0 0
Ligand Pharmaceuticals COM 53220K504 1,311 19,489 SH   SOLE   19,489 0 0
Lindsay Corporation COM 535555106 3,112 35,295 SH   SOLE   35,295 0 0
Linear Technology Corporation COM 535678106 3,589 73,716 SH   SOLE   73,716 0 0
Lithia Motors Inc COM 536797103 6,302 94,830 SH   SOLE   94,830 0 0
Lockheed Martin Corporation COM 539830109 424 2,600 SH   SOLE   2,600 0 0
Lowe's Companies Inc. COM 548661107 626 12,800 SH   SOLE   12,800 0 0
LyondellBasell Industries NV COM N53745100 458 5,150 SH   SOLE   5,150 0 0
Magna Intl cl A COM 559222401 311 3,225 SH   SOLE   3,225 0 0
Manhattan Associates COM 562750109 13,606 388,422 SH   SOLE   388,422 0 0
Marketaxess Holdings Inc COM 57060D108 11,138 188,082 SH   SOLE   188,082 0 0
Matrix Service Co. COM 576853105 4,328 128,117 SH   SOLE   128,117 0 0
Maximus Inc. COM 577933104 3,545 79,032 SH   SOLE   79,032 0 0
McCormick & Company Incorporat COM 579780206 531 7,395 SH   SOLE   7,395 0 0
McKesson Corporation COM 58155Q103 921 5,218 SH   SOLE   5,218 0 0
MedAssets Inc COM 584045108 2,544 102,961 SH   SOLE   102,961 0 0
Medivation Inc. COM 58501N101 16,475 255,938 SH   SOLE   255,938 0 0
Medtronic Inc. COM 585055106 4,472 72,668 SH   SOLE   72,668 0 0
Mentor Graphics Corp COM 587200106 3,038 137,983 SH   SOLE   137,983 0 0
MercadoLibre Inc. COM 58733R102 36,945 388,440 SH   SOLE   388,440 0 0
Microsoft Corporation COM 594918104 10,477 255,601 SH   SOLE   255,601 0 0
Middleby Corporation COM 596278101 3,337 12,631 SH   SOLE   12,631 0 0
Momenta Pharmaceuticals COM 60877T100 8,128 697,714 SH   SOLE   697,714 0 0
NXP Semiconductor COM N6596X109 376 6,386 SH   SOLE   6,386 0 0
Natus Medical Incorporated COM 639050103 1,444 55,983 SH   SOLE   55,983 0 0
Net 1 Ueps Tech Inc COM 64107N206 168 16,890 SH   SOLE   16,890 0 0
NetApp Inc. COM 64110D104 3,155 85,501 SH   SOLE   85,501 0 0
Netscout Systems Inc COM 64115T104 13,100 348,596 SH   SOLE   348,596 0 0
NeuStar Inc. Class A COM 64126X201 14,477 445,308 SH   SOLE   445,308 0 0
Nordson Corporation COM 655663102 28,643 406,336 SH   SOLE   406,336 0 0
Nordstrom Inc. COM 655664100 450 7,212 SH   SOLE   7,212 0 0
Novartis AG COM 66987V109 308 3,625 SH   SOLE   3,625 0 0
Novo-Nordisk A/S COM 670100205 386 8,450 SH   SOLE   8,450 0 0
Old Dominion Freight Line Inc. COM 679580100 29,343 517,149 SH   SOLE   517,149 0 0
On Assignment Inc. COM 682159108 3,808 98,684 SH   SOLE   98,684 0 0
Oracle Corporation COM 68389X105 374 9,150 SH   SOLE   9,150 0 0
PIMCO Corp Opp Fd COM 72201B101 682 37,779 SH   SOLE   37,779 0 0
PPG Industries Inc. COM 693506107 6,986 36,110 SH   SOLE   36,110 0 0
PTC Inc COM 69370C100 4,164 117,517 SH   SOLE   117,517 0 0
Parexel International COM 699462107 22,116 408,866 SH   SOLE   408,866 0 0
PerkinElmer Inc. COM 714046109 4,006 88,901 SH   SOLE   88,901 0 0
PetSmart Inc. COM 716768106 43,033 624,662 SH   SOLE   624,662 0 0
Pfizer Inc. COM 717081103 4,470 139,153 SH   SOLE   139,153 0 0
Pharmacyclics Inc. COM 716933106 2,092 20,870 SH   SOLE   20,870 0 0
Philips Electronic COM 500472303 707 20,100 SH   SOLE   20,100 0 0
Pinnacle Entertainment COM 723456109 1,510 63,708 SH   SOLE   63,708 0 0
Polaris Industries Inc. COM 731068102 46,933 335,932 SH   SOLE   335,932 0 0
Portfolio Recovery Associates COM 73640Q105 2,443 42,226 SH   SOLE   42,226 0 0
Power Integrations Inc. COM 739276103 32,064 487,443 SH   SOLE   487,443 0 0
Precision Castparts Corp. COM 740189105 2,323 9,189 SH   SOLE   9,189 0 0
Priceline Group Incorporated, COM 741503403 6,953 5,834 SH   SOLE   5,834 0 0
Primoris Services Corporation COM 74164F103 2,291 76,427 SH   SOLE   76,427 0 0
Prudential PLC COM 74435K204 934 21,947 SH   SOLE   21,947 0 0
QUALCOMM Incorporated COM 747525103 4,347 55,123 SH   SOLE   55,123 0 0
Regeneron Pharmaceuticals Inc. COM 75886F107 2,860 9,525 SH   SOLE   9,525 0 0
Revlon Inc. COM 761525609 2,436 95,342 SH   SOLE   95,342 0 0
Robert Half International Inc. COM 770323103 50,303 1,199,127 SH   SOLE   1,199,127 0 0
Rockwell Automation Inc. COM 773903109 4,453 35,750 SH   SOLE   35,750 0 0
Rovi Corporation COM 779376102 18,546 814,151 SH   SOLE   814,151 0 0
SAP AG COM 803054204 382 4,700 SH   SOLE   4,700 0 0
Salix Pharmaceuticals Ltd. COM 795435106 22,897 220,988 SH   SOLE   220,988 0 0
Sally Beauty Holdings Inc. COM 79546E104 11,115 405,665 SH   SOLE   405,665 0 0
Semtech Corporation COM 816850101 2,659 104,939 SH   SOLE   104,939 0 0
Sesa Sterlite COM 78413F103 209 16,848 SH   SOLE   16,848 0 0
Shire PLC COM 82481R106 444 2,986 SH   SOLE   2,986 0 0
Signet Jewelers Limited COM G81276100 72,233 682,344 SH   SOLE   682,344 0 0
Silgan Holdings Inc. COM 827048109 33,382 674,107 SH   SOLE   674,107 0 0
Soufun Holdings COM 836034108 359 5,250 SH   SOLE   5,250 0 0
Southwest Airlines Co. COM 844741108 371 15,700 SH   SOLE   15,700 0 0
St. Jude Medical Inc. COM 790849103 425 6,500 SH   SOLE   6,500 0 0
State Street Corp COM 857477103 4,548 65,398 SH   SOLE   65,398 0 0
Stryker Corporation COM 863667101 458 5,619 SH   SOLE   5,619 0 0
Suncor Energy COM 867224107 283 8,100 SH   SOLE   8,100 0 0
Sunlife Financial COM 866796105 409 11,800 SH   SOLE   11,800 0 0
Syngenta AG ADR COM 87160A100 356 4,700 SH   SOLE   4,700 0 0
Syntel Inc. COM 87162H103 4,203 46,753 SH   SOLE   46,753 0 0
TIBCO Software Inc. COM 88632Q103 25,944 1,276,783 SH   SOLE   1,276,783 0 0
Teva Pharmaceutical COM 881624209 587 11,100 SH   SOLE   11,100 0 0
The Boeing Company COM 097023105 442 3,520 SH   SOLE   3,520 0 0
The Goodyear Tire & Rubber Com COM 382550101 3,562 136,313 SH   SOLE   136,313 0 0
The Home Depot Inc. COM 437076102 414 5,236 SH   SOLE   5,236 0 0
The Sherwin-Williams Company COM 824348106 676 3,431 SH   SOLE   3,431 0 0
The TJX Companies Inc. COM 872540109 854 14,080 SH   SOLE   14,080 0 0
The Walt Disney Company COM 254687106 681 8,500 SH   SOLE   8,500 0 0
Thor Industries Inc. COM 885160101 3,942 64,560 SH   SOLE   64,560 0 0
Total System Services Inc. COM 891906109 46,483 1,528,529 SH   SOLE   1,528,529 0 0
Towers Watson Co COM 891894107 39,883 349,697 SH   SOLE   349,697 0 0
Toyota Motor Corporation COM 892331307 538 4,765 SH   SOLE   4,765 0 0
Tripadvisor Inc. COM 896945201 3,425 37,809 SH   SOLE   37,809 0 0
Union Pacific Corporation COM 907818108 8,089 43,104 SH   SOLE   43,104 0 0
United Natural Foods Inc. COM 911163103 1,463 20,633 SH   SOLE   20,633 0 0
United Parcel Service Inc. Cla COM 911312106 799 8,206 SH   SOLE   8,206 0 0
United Rentals Inc. COM 911363109 70,053 737,861 SH   SOLE   737,861 0 0
United Therapeutics Corporatio COM 91307C102 13,056 138,848 SH   SOLE   138,848 0 0
Universal Health Services Inc. COM 913903100 48,718 593,614 SH   SOLE   593,614 0 0
V.F. Corporation COM 918204108 411 6,635 SH   SOLE   6,635 0 0
Valeant Pharmaceuticals Intern COM 91911K102 653 4,950 SH   SOLE   4,950 0 0
Valmont Industries Inc. COM 920253101 32,767 220,150 SH   SOLE   220,150 0 0
Vanguard Dividend Appreciation COM 921908844 415 5,512 SH   SOLE   5,512 0 0
Vanguard High Yield ETF COM 921946406 208 3,293 SH   SOLE   3,293 0 0
ViaSat Inc. COM 92552V100 2,823 40,885 SH   SOLE   40,885 0 0
Viacom Inc. Class B COM 92553P201 3,762 44,265 SH   SOLE   44,265 0 0
Vipshop Holdings Ltd ADR COM 92763W103 280 1,877 SH   SOLE   1,877 0 0
Virtus Investment Prtnrs Inc. COM 92828Q109 3,043 17,574 SH   SOLE   17,574 0 0
Virtusa ORD COM 92827P102 2,997 89,426 SH   SOLE   89,426 0 0
Visa Inc. Class A COM 92826C839 9,578 44,370 SH   SOLE   44,370 0 0
Visteon Corporation COM 92839U206 44,534 503,546 SH   SOLE   503,546 0 0
Vmware Inc. Class A COM 928563402 6,171 57,125 SH   SOLE   57,125 0 0
Voxeljet AG COM 92912L107 1,134 45,054 SH   SOLE   45,054 0 0
W.W. Grainger Inc. COM 384802104 474 1,876 SH   SOLE   1,876 0 0
WPP plc ADS COM 92937A102 528 5,124 SH   SOLE   5,124 0 0
Wal-Mart Stores Inc COM 931142103 429 5,610 SH   SOLE   5,610 0 0
Walgreen Co. COM 931422109 538 8,153 SH   SOLE   8,153 0 0
Wells Fargo & Co COM 949746101 8,933 179,590 SH   SOLE   179,590 0 0
Westinghouse Air Brake Technol COM 929740108 48,581 626,846 SH   SOLE   626,846 0 0
Whiting Petroleum Corporation COM 966387102 37,108 534,772 SH   SOLE   534,772 0 0
Williams-Sonoma Inc COM 969904101 39,095 586,656 SH   SOLE   586,656 0 0
WisdomTree Investments Inc COM 97717P104 21,110 1,608,992 SH   SOLE   1,608,992 0 0
WuXi PharmaTech COM 929352102 32,306 876,439 SH   SOLE   876,439 0 0
Wyndham Worldwide Corporation COM 98310W108 33,326 455,083 SH   SOLE   455,083 0 0
Wynn Resorts Limited COM 983134107 5,351 24,088 SH   SOLE   24,088 0 0
XL Capital Limited COM G98290102 33,284 1,065,096 SH   SOLE   1,065,096 0 0
Xilinx Inc COM 983919101 5,670 104,483 SH   SOLE   104,483 0 0
eBay Inc. COM 278642103 3,084 55,831 SH   SOLE   55,831 0 0
Blackstone Group L.P. COM 09253U108 290 8,710 SH   SOLE   8,710 0 0