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
JP MORGAN CHASE & CO COM 46625H100 42,971 734,796 SH   SOLE   734,796 0 0
QUALCOMM INC COM 747525103 42,236 568,838 SH   SOLE   568,838 0 0
CIGNA CORP COM 125509109 36,777 420,399 SH   SOLE   420,399 0 0
APPLE INC COM 037833100 35,689 63,604 SH   SOLE   63,604 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 35,038 197,663 SH   SOLE   197,663 0 0
DISCOVER FINL SVCS COM 254709108 34,193 611,141 SH   SOLE   611,141 0 0
HALLIBURTON CO COM 406216101 33,894 667,866 SH   SOLE   667,866 0 0
BLACKROCK INC COM 09247X101 33,214 104,953 SH   SOLE   104,953 0 0
MCKESSON CORP COM 58155Q103 33,080 204,956 SH   SOLE   204,956 0 0
HELMERICH & PAYNE INC COM 423452101 32,720 389,154 SH   SOLE   389,154 0 0
CELGEN CORP COM 151020104 32,052 189,700 SH   SOLE   189,700 0 0
AETNA INC NEW COM 00817Y108 31,354 457,121 SH   SOLE   457,121 0 0
AGCO CORP COM 001084102 28,825 486,995 SH   SOLE   486,995 0 0
POLARIS INDS INC COM 731068102 28,548 196,018 SH   SOLE   196,018 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 27,827 334,700 SH   SOLE   334,700 0 0
WELLS FARGO & CO NEW COM 949746101 27,595 607,824 SH   SOLE   607,824 0 0
LEAR CORP COM NEW 521865204 26,913 332,382 SH   SOLE   332,382 0 0
DOVER CORP COM 260003108 26,587 275,396 SH   SOLE   275,396 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 26,255 99,855 SH   SOLE   99,855 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 25,985 491,300 SH   SOLE   491,300 0 0
CVS CAREMARK CORPORATION COM 126650100 25,473 355,915 SH   SOLE   355,915 0 0
UNITED THERAPEUTICS CORP COM 91307C102 24,625 217,764 SH   SOLE   217,764 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 24,271 1,391,661 SH   SOLE   1,391,661 0 0
MASTERCARD INC CL A 57636Q104 23,034 27,570 SH   SOLE   27,570 0 0
SANDISK CORP COM 80004C101 22,986 325,855 SH   SOLE   325,855 0 0
AFLAC INC COM 001055102 22,865 342,285 SH   SOLE   342,285 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 22,641 2,552,527 SH   SOLE   2,552,527 0 0
ALLSTATE CORP COM 020002101 22,222 407,441 SH   SOLE   407,441 0 0
SM ENERGY CO COM 78454L100 22,048 265,281 SH   SOLE   265,281 0 0
TRINITY INDS INC COM 896522109 21,251 389,787 SH   SOLE   389,787 0 0
VISA INC COM CL A 92826C839 20,845 93,609 SH   SOLE   93,609 0 0
TORCHMARK CORP COM 891027104 20,665 264,429 SH   SOLE   264,429 0 0
WETLAKE CHEM CORP COM 960413102 20,320 166,460 SH   SOLE   166,460 0 0
NETEASE INC SPONSORED ADR 64110W102 20,048 255,059 SH   SOLE   255,059 0 0
WESTERN DIGITAL CORP COM 958102105 19,416 231,418 SH   SOLE   231,418 0 0
EATON VANCE CORP COM NON VTG 278265103 18,778 438,835 SH   SOLE   438,835 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 18,190 143,729 SH   SOLE   143,729 0 0
COPA HOLDINGS SA CL A P31076105 17,884 111,701 SH   SOLE   111,701 0 0
LINCOLN NATL CORP IND COM 534187109 17,454 338,130 SH   SOLE   338,130 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 16,704 297,432 SH   SOLE   297,432 0 0
MIDDLEBY CORP COM 596278101 16,583 69,103 SH   SOLE   69,103 0 0
EVEREST RE GROUP LTD COM G3223R108 16,273 104,400 SH   SOLE   104,400 0 0
SNAP ON INC COM 833034101 16,189 147,820 SH   SOLE   147,820 0 0
CHEVRON CORP NEW COM 166764100 15,814 126,600 SH   SOLE   126,600 0 0
AMETEK INC NEW COM 031100100 15,500 294,293 SH   SOLE   294,293 0 0
ICONIX BRAND GROUP INC COM 451055107 14,076 354,568 SH   SOLE   354,568 0 0
SYNOPSYS INC COM 871607107 13,948 343,789 SH   SOLE   343,789 0 0
GILEAD SCIENCES INC COM 375558103 13,151 175,000 SH   SOLE   175,000 0 0
METLIFE INC COM 59156R108 13,092 242,808 SH   SOLE   242,808 0 0
AON PLC SHS CL A G0408V102 11,787 140,500 SH   SOLE   140,500 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 11,690 1,040,053 SH   SOLE   1,040,053 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 11,249 81,388 SH   SOLE   81,388 0 0
WIDSOMTREE INVTS INC COM 97717P104 11,214 633,203 SH   SOLE   633,203 0 0
ENERSYS COM 29275Y102 11,032 157,398 SH   SOLE   157,398 0 0
ORACLE CORP COM 68389X105 10,939 285,900 SH   SOLE   285,900 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 10,921 284,550 SH   SOLE   284,550 0 0
PROTECTIVE LIFE CORP COM 743674103 10,904 215,233 SH   SOLE   215,233 0 0
GOOGLE INC CL A 38259P508 10,759 9,600 SH   SOLE   9,600 0 0
G-III APPAREL GROUP LTD COM 36237H101 10,046 136,141 SH   SOLE   136,141 0 0
3M CO COM 88579Y101 9,705 69,200 SH   SOLE   69,200 0 0
EXXON MOBIL CORP COM 30231G102 9,169 90,600 SH   SOLE   90,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,126 111,000 SH   SOLE   111,000 0 0
DELUXE CORP COM 248019101 9,094 174,245 SH   SOLE   174,245 0 0
SYNAPTICS INC COM 87157D109 8,971 173,146 SH   SOLE   173,146 0 0
ARRIS GROUP INC NEW COM 04270V106 8,953 367,436 SH   SOLE   367,436 0 0
PLEXUS CORP COM 729132100 8,842 204,244 SH   SOLE   204,244 0 0
MICROSOFT CORP COM 594918104 8,613 230,100 SH   SOLE   230,100 0 0
MENTOR GRAPHICS CORP COM 587200106 8,546 355,059 SH   SOLE   355,059 0 0
HUMANA INC CL A 444859102 7,948 77,000 SH   SOLE   77,000 0 0
JARDEN CORP COM 471109108 7,939 129,400 SH   SOLE   129,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,821 85,137 SH   SOLE   85,137 0 0
ASSURANT INC COM 04621X108 7,679 115,703 SH   SOLE   115,703 0 0
NETAPP INC COM 64110D104 7,627 185,381 SH   SOLE   185,381 0 0
FINISAR CORP COM NEW 31787A507 7,226 302,077 SH   SOLE   302,077 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 7,217 220,770 SH   SOLE   220,770 0 0
WHITING PETE CORP NEW COM 966387102 7,183 116,100 SH   SOLE   116,100 0 0
NEUSTAR INC CL A 64126X201 6,952 139,427 SH   SOLE   139,427 0 0
SYNTEL INC COM 87162H103 6,727 73,961 SH   SOLE   73,961 0 0
ROSS STORES INC COM 778296103 6,369 85,000 SH   SOLE   85,000 0 0
COMCAST CORP NEW CL A SPL 20030N101 5,300 102,000 SH   SOLE   102,000 0 0
SCHEIN HENRY INC COM 806407102 5,085 44,500 SH   SOLE   44,500 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,184 70,906 SH   SOLE   70,906 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,255 39,840 SH   SOLE   39,840 0 0
CTC MEDIA INC COM 12642X106 1,149 82,700 SH   SOLE   82,700 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 654 30,250 SH   SOLE   30,250 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 464 5,660 SH   SOLE   5,660 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 386 3,350 SH   SOLE   3,350 0 0
NXP SEMICONDUCTORS N V COM N6596X109 344 7,500 SH   SOLE   7,500 0 0
HCI GROUP INC COM 40416E103 287 5,356 SH   SOLE   5,356 0 0
MWI VETERINARY SUPPLY INC COM 55402X105 282 1,653 SH   SOLE   1,653 0 0
WEB COM GROUP INC COM 94733A104 276 8,688 SH   SOLE   8,688 0 0
USANA HEALTH SCINCES INC COM 90328M107 233 3,082 SH   SOLE   3,082 0 0
CANTEL MEDICAL CORP COM 138098108 226 6,661 SH   SOLE   6,661 0 0
GREENBRIER COS INC COM 393657101 222 6,763 SH   SOLE   6,763 0 0
ON ASSIGNMENT INC COM 682159108 215 6,165 SH   SOLE   6,165 0 0
MEASUREMENT SPECIALTIES INC COM 583421102 215 3,543 SH   SOLE   3,543 0 0
UBIQUITI NETWORKS INC COM 90347A100 210 4,571 SH   SOLE   4,571 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 210 3,505 SH   SOLE   3,505 0 0
ASTRONICS CORP COM 046433108 205 4,018 SH   SOLE   4,018 0 0
LIN MEDIA LLC CL A COM 532771102 201 6,992 SH   SOLE   6,992 0 0