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 |
|
||||||||||||||||
| 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 |
| AGCO CORP | COM | 001084102 | 46,713 | 830,900 | SH | SOLE | 830,900 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 295,868 | 4,845,525 | SH | SOLE | 4,845,525 | 0 | 0 | ||
| ALLSCRIPTS HEALTHCARE SOLUTN | COM | 01988P108 | 143,510 | 8,941,438 | SH | SOLE | 8,941,438 | 0 | 0 | ||
| CACI INTL INC | CL A | 127190304 | 173,237 | 2,467,414 | SH | SOLE | 2,467,414 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 178,509 | 10,525,273 | SH | SOLE | 10,525,273 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 18,719 | 299,259 | SH | SOLE | 299,259 | 0 | 0 | ||
| CONVERSANT INC | COM | 21249J105 | 77,346 | 3,045,100 | SH | SOLE | 3,045,100 | 0 | 0 | ||
| DOMINION DIAMOND CORP | COM | 257287102 | 59,025 | 4,084,750 | SH | SOLE | 4,084,750 | 0 | 0 | ||
| EMPLOYERS HOLDINGS INC | COM | 292218104 | 14,478 | 683,581 | SH | SOLE | 683,581 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 41,608 | 3,027,173 | SH | SOLE | 3,027,173 | 0 | 0 | ||
| GLOBE SPECIALTY METALS INC | COM | 37954N206 | 146,557 | 7,052,805 | SH | SOLE | 7,052,805 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 75,430 | 2,754,913 | SH | SOLE | 2,754,913 | 0 | 0 | ||
| INVESTORS BANCORP INC | COM | 46146P102 | 176,664 | 15,987,676 | SH | SOLE | 15,987,676 | 0 | 0 | ||
| ISHARES | RUSSELL 2000 ETF | 464287655 | 125,855 | 1,059,300 | SH | SOLE | 1,059,300 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 174,625 | 5,945,687 | SH | SOLE | 5,945,687 | 0 | 0 | ||
| PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 191,824 | 7,472,691 | SH | SOLE | 7,472,691 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 118,578 | 3,522,814 | SH | SOLE | 3,522,814 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 160,616 | 5,030,239 | SH | SOLE | 5,030,239 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 46,797 | 239,100 | SH | SOLE | 239,100 | 0 | 0 | ||
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 33,559 | 1,285,280 | SH | SOLE | 1,285,280 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 228,197 | 7,030,111 | SH | SOLE | 7,030,111 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 52,762 | 1,558,253 | SH | SOLE | 1,558,253 | 0 | 0 | ||