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
QUALCOMM COM 747525103 40,111 595,468 SH   SOLE   595,468 0 0
JP MORGAN CHASE & CO COM 46625H100 38,804 750,700 SH   SOLE   750,700 0 0
CIGNA COM 125509109 36,635 476,650 SH   SOLE   476,650 0 0
CELGENE COM 151020104 35,362 229,730 SH   SOLE   229,730 0 0
DISCOVER FINANCIAL SVS. COM 254709108 33,920 671,160 SH   SOLE   671,160 0 0
GOLDMAN SACHS GROUP COM 38141G104 32,022 202,400 SH   SOLE   202,400 0 0
BLACKROCK COM 09247X101 30,485 112,650 SH   SOLE   112,650 0 0
HALLIBURTON COM 406216101 30,392 631,200 SH   SOLE   631,200 0 0
AGCO CORP COM 001084102 30,095 498,100 SH   SOLE   498,100 0 0
AETNA INC COM 00817Y108 29,804 465,546 SH   SOLE   465,546 0 0
ALLIANCE DATA SYSTEMS COM 018581108 28,281 133,735 SH   SOLE   133,735 0 0
CHEVRON CORP COM 166764100 27,304 224,722 SH   SOLE   224,722 0 0
HUMANA CL A 444859102 27,098 290,350 SH   SOLE   290,350 0 0
MCKESSON HBOC COM 58155Q103 26,671 207,882 SH   SOLE   207,882 0 0
POLARIS INDUSTRIES COM 731068102 25,946 200,848 SH   SOLE   200,848 0 0
WELLS FARGO & CO COM 949746101 25,577 619,000 SH   SOLE   619,000 0 0
DOVER COM 260003108 25,216 280,708 SH   SOLE   280,708 0 0
TORCHMARK CORP COM 891027104 24,926 344,520 SH   SOLE   344,520 0 0
LEAR CORP COM NEW 521865204 24,391 340,800 SH   SOLE   340,800 0 0
JAZZ PHARMACEUTICALS SHS USD G50871105 24,357 264,841 SH   SOLE   264,841 0 0
TAIWAN SEMICON SP ADR SPONSORED ADR 874039100 24,344 1,435,403 SH   SOLE   1,435,403 0 0
AMETEK COM 031100100 24,157 524,925 SH   SOLE   524,925 0 0
EATON VANCE COM NON VTG 278265103 24,024 618,702 SH   SOLE   618,702 0 0
UNITED THERAPEUTICS CORP COM 91307C102 22,525 285,663 SH   SOLE   285,663 0 0
SYNOPSYS COM 871607107 22,411 594,462 SH   SOLE   594,462 0 0
AFLAC COM 001055102 21,717 350,330 SH   SOLE   350,330 0 0
APPLE COM 037833100 21,415 44,919 SH   SOLE   44,919 0 0
ST MARY LAND & EXP COM 78454L100 21,011 272,200 SH   SOLE   272,200 0 0
ALLSTATE CORP COM 020002101 20,938 414,200 SH   SOLE   414,200 0 0
CVS CAREMARK COM 126650100 20,481 360,900 SH   SOLE   360,900 0 0
NETEASE INC ADR SPONSORED ADR 64110W102 18,871 259,890 SH   SOLE   259,890 0 0
VISA CLASS A SHARES COM CL A 92826C839 18,262 95,560 SH   SOLE   95,560 0 0
CISCO SYSTEMS COM 17275R102 18,172 775,930 SH   SOLE   775,930 0 0
WESTERN DIGITAL COM 958102105 17,893 282,223 SH   SOLE   282,223 0 0
COPA HOLDINGS S A CL A P31076105 15,771 113,729 SH   SOLE   113,729 0 0
NETAPP COM 64110D104 15,740 369,300 SH   SOLE   369,300 0 0
ROPER INDS NEW COM 776696106 15,275 114,961 SH   SOLE   114,961 0 0
SNAP-ON COM 833034101 15,096 151,723 SH   SOLE   151,723 0 0
MIDDLEBY COM 596278101 14,939 71,507 SH   SOLE   71,507 0 0
TRIUMPH GROUP COM 896818101 14,550 207,200 SH   SOLE   207,200 0 0
MASTERCARD CL A 57636Q104 14,532 21,600 SH   SOLE   21,600 0 0
HELMERICH & PAYNE COM 423452101 14,417 209,100 SH   SOLE   209,100 0 0
NU SKIN ENTS A CL A 67018T105 14,094 147,208 SH   SOLE   147,208 0 0
COOPER COMPANIES COM NEW 216648402 14,052 108,350 SH   SOLE   108,350 0 0
SEAGATE TECHNOLOGY SHS G7945M107 13,330 304,750 SH   SOLE   304,750 0 0
FLIR SYSTEMS COM 302445101 13,177 419,652 SH   SOLE   419,652 0 0
TRIMBLE NAVIGATION COM 896239100 12,166 409,500 SH   SOLE   409,500 0 0
SANDISK COM 80004C101 11,807 198,400 SH   SOLE   198,400 0 0
METLIFE COM 59156R108 11,672 248,600 SH   SOLE   248,600 0 0
PROTECTIVE LIFE COM 743674103 10,922 256,686 SH   SOLE   256,686 0 0
AON SHS CL A G0408V102 10,459 140,500 SH   SOLE   140,500 0 0
ENERSYS COM 29275Y102 9,932 163,808 SH   SOLE   163,808 0 0
GIANT INTERACTIVE ADR ADR 374511103 9,685 1,061,900 SH   SOLE   1,061,900 0 0
ORACLE COM 68389X105 9,483 285,900 SH   SOLE   285,900 0 0
SCHWEITZER-MAUDUIT INTL COM 808541106 9,467 156,400 SH   SOLE   156,400 0 0
LINCOLN NATIONAL COM 534187109 9,070 216,000 SH   SOLE   216,000 0 0
AMTRUST FINANCIAL SERVICE COM 032359309 8,969 229,620 SH   SOLE   229,620 0 0
TELEDYNE TECHS COM 879360105 8,813 103,770 SH   SOLE   103,770 0 0
LINDSAY MANUFACTURING COM 535555106 8,790 107,700 SH   SOLE   107,700 0 0
MENTOR GRAPHICS COM 587200106 8,635 369,502 SH   SOLE   369,502 0 0
ELI LILLY COM 532457108 8,628 171,427 SH   SOLE   171,427 0 0
3M CO COM 88579Y101 8,263 69,200 SH   SOLE   69,200 0 0
ACCENTURE SHS CLASS A G1151C101 8,174 111,000 SH   SOLE   111,000 0 0
TWENTY-FIRST CENTURY-A WI CL A 90130A101 7,986 238,400 SH   SOLE   238,400 0 0
SYNAPTICS COM 87157D109 7,969 179,976 SH   SOLE   179,976 0 0
PLEXUS COM 729132100 7,898 212,316 SH   SOLE   212,316 0 0
EXXON MOBIL COM 30231G102 7,795 90,600 SH   SOLE   90,600 0 0
MICROSOFT COM 594918104 7,665 230,100 SH   SOLE   230,100 0 0
WISDOMTREE INVESTMENT INC COM 97717P104 7,646 658,553 SH   SOLE   658,553 0 0
APPLIED IND TECHS COM 03820C105 7,618 147,929 SH   SOLE   147,929 0 0
TRINITY INDUSTRIES COM 896522109 7,584 167,236 SH   SOLE   167,236 0 0
DELUXE COM 248019101 7,544 181,075 SH   SOLE   181,075 0 0
NEUSTAR CLASS A CL A 64126X201 7,170 144,900 SH   SOLE   144,900 0 0
ARRIS GROUP INC COM 04270V106 6,524 382,400 SH   SOLE   382,400 0 0
SYNTEL COM 87162H103 6,163 76,938 SH   SOLE   76,938 0 0
CNH INDUSTRIAL COM N20944109 6,067 485,390 SH   SOLE   485,390 0 0
PFIZER COM 717081103 6,058 211,000 SH   SOLE   211,000 0 0
WUXI PHARMATECH ADR SPONS ADR SHS 929352102 1,410 51,450 SH   SOLE   1,410 0 0
NEW ORIENTAL ED & TECH SPON ADR 647581107 992 39,840 SH   SOLE   992 0 0
CTC MEDIA COM 12642X106 869 82,700 SH   SOLE   82,700 0 0
TATA MOTORS ADR SPONSORED ADR 876568502 710 26,656 SH   SOLE   26,656 0 0
WEB.COM GROUP COM 94733A104 281 8,688 SH   SOLE   8,688 0 0
USANA HLTH SCIS COM 90328M107 267 3,082 SH   SOLE   3,082 0 0
DXP ENTERPRISES COM NEW 233377407 265 3,350 SH   SOLE   3,350 0 0
MWI VETERINARY SUPPLY COM 55402X105 247 1,653 SH   SOLE   1,653 0 0
HCI GROUP INC COM 40416E103 219 5,356 SH   SOLE   5,356 0 0
CANTEL MED COM 138098108 212 6,661 SH   SOLE   6,661 0 0
TOWERS WATSON & CO CL A 891894107 211 1,973 SH   SOLE   1,973 0 0
ON ASSIGNMENT COM 682159108 203 6,165 SH   SOLE   6,165 0 0
DORMAN PRODUCTS COM 258278100 201 4,058 SH   SOLE   4,058 0 0