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
QUALCOMM INC COM 747525103 47,630 603,988 SH   SOLE   603,988 0 0
JP MORGAN CHASE & CO COM 46625H100 42,570 701,196 SH   SOLE   701,196 0 0
HELMERICH & PAYNE INC COM 423452101 39,609 368,254 SH   SOLE   368,254 0 0
MCKESSON CORP COM 58155Q103 34,353 194,556 SH   SOLE   194,556 0 0
DISCOVER FINL SVCS COM 254709108 33,892 582,441 SH   SOLE   582,441 0 0
APPLE INC COM 037833100 33,065 61,604 SH   SOLE   61,604 0 0
AETNA INC NEW COM 00817Y108 32,936 439,321 SH   SOLE   439,321 0 0
CIGNA CORP COM 125509109 29,438 351,579 SH   SOLE   351,579 0 0
BLACKROCK INC COM 09247X101 29,295 93,153 SH   SOLE   93,153 0 0
WELLS FARGO & CO NEW COM 949746101 29,059 584,224 SH   SOLE   584,224 0 0
HALLIBURTON CO COM 406216101 28,112 477,366 SH   SOLE   477,366 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 27,749 318,400 SH   SOLE   318,400 0 0
LEAR CORP COM NEW 521865204 26,337 314,582 SH   SOLE   314,582 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 26,116 95,855 SH   SOLE   95,855 0 0
POLARIS INDS INC COM 731068102 25,961 185,818 SH   SOLE   185,818 0 0
CVS CAREMARK CORPORATION COM 126650100 25,858 345,415 SH   SOLE   345,415 0 0
AGCO CORP COM 001084102 25,572 463,595 SH   SOLE   463,595 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 25,508 2,404,127 SH   SOLE   2,404,127 0 0
RAYTHEON CO COM NEW 755111507 25,389 257,000 SH   SOLE   257,000 0 0
TRINITY INDS INC COM 896522109 25,360 351,887 SH   SOLE   351,887 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 25,187 1,258,097 SH   SOLE   1,258,097 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 24,965 152,363 SH   SOLE   152,363 0 0
SANDISK CORP COM 80004C101 24,881 306,455 SH   SOLE   306,455 0 0
WETLAKE CHEM CORP COM 960413102 24,587 371,520 SH   SOLE   371,520 0 0
GILEAD SCIENCES INC COM 375558103 24,418 344,600 SH   SOLE   344,600 0 0
CELGEN CORP COM 151020104 23,732 170,000 SH   SOLE   170,000 0 0
DOVER CORP COM 260003108 20,576 251,696 SH   SOLE   251,696 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 20,482 318,000 SH   SOLE   318,000 0 0
ORACLE CORP COM 68389X105 20,124 491,900 SH   SOLE   491,900 0 0
NETEASE INC SPONSORED ADR 64110W102 19,949 296,414 SH   SOLE   296,414 0 0
MASTERCARD INC CL A 57636Q104 19,930 266,800 SH   SOLE   266,800 0 0
WESTERN DIGITAL CORP COM 958102105 19,927 217,018 SH   SOLE   217,018 0 0
VISA INC COM CL A 92826C839 19,300 89,409 SH   SOLE   89,409 0 0
UNITED THERAPEUTICS CORP COM 91307C102 19,216 204,364 SH   SOLE   204,364 0 0
TORCHMARK CORP COM 891027104 17,969 228,329 SH   SOLE   228,329 0 0
AON PLC SHS CL A G0408V102 17,067 202,500 SH   SOLE   202,500 0 0
COPA HOLDINGS SA CL A P31076105 16,432 113,175 SH   SOLE   113,175 0 0
LINCOLN NATL CORP IND COM 534187109 16,186 319,430 SH   SOLE   319,430 0 0
SNAP ON INC COM 833034101 15,844 139,620 SH   SOLE   139,620 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 15,839 282,032 SH   SOLE   282,032 0 0
MIDDLEBY CORP COM 596278101 15,074 57,053 SH   SOLE   57,053 0 0
EVEREST RE GROUP LTD COM G3223R108 14,999 98,000 SH   SOLE   98,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 14,703 398,893 SH   SOLE   398,893 0 0
AMETEK INC NEW COM 031100100 14,340 278,493 SH   SOLE   278,493 0 0
3M CO COM 88579Y101 13,878 102,300 SH   SOLE   102,300 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,630 140,037 SH   SOLE   140,037 0 0
ASSURANT INC COM 04621X108 13,317 205,003 SH   SOLE   205,003 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 13,051 94,109 SH   SOLE   94,109 0 0
ICONIX BRAND GROUP INC COM 451055107 12,785 325,568 SH   SOLE   325,568 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 12,343 1,066,778 SH   SOLE   1,066,778 0 0
NVIDIA CORP COM 67066G104 12,322 688,000 SH   SOLE   688,000 0 0
F5 NETWORKS INC COM 315616102 12,044 112,950 SH   SOLE   112,950 0 0
SYNOPSYS INC COM 871607107 12,033 313,289 SH   SOLE   313,289 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 11,339 302,200 SH   SOLE   302,200 0 0
CHEVRON CORP NEW COM 166764100 10,821 91,000 SH   SOLE   91,000 0 0
GOOGLE INC CL A 38259P508 10,699 9,600 SH   SOLE   9,600 0 0
METLIFE INC COM 59156R108 10,539 199,608 SH   SOLE   199,608 0 0
ENERSYS COM 29275Y102 9,964 143,798 SH   SOLE   143,798 0 0
HCA HOLDINGS INC COM 40412C101 9,870 188,000 SH   SOLE   188,000 0 0
ALLERGAN INC COM 018490102 9,804 79,000 SH   SOLE   79,000 0 0
FRAKLIN RES INC COM 354613101 9,536 176,000 SH   SOLE   176,000 0 0
SYNAPTICS INC COM 87157D109 9,528 158,746 SH   SOLE   158,746 0 0
ARRIS GROUP INC NEW COM 04270V106 9,464 335,836 SH   SOLE   335,836 0 0
MICROSOFT CORP COM 594918104 9,432 230,100 SH   SOLE   230,100 0 0
PROTECTIVE LIFE CORP COM 743674103 9,321 177,233 SH   SOLE   177,233 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,950 125,041 SH   SOLE   125,041 0 0
HEARTLAND PMT SYS INC COM 42235N108 8,854 213,600 SH   SOLE   213,600 0 0
WADDELL & REED FINL INC CL A 930059100 8,743 118,758 SH   SOLE   118,758 0 0
TYSON FOODS INC CL A 902494103 8,406 191,000 SH   SOLE   191,000 0 0
DELUXE CORP COM 248019101 8,387 159,845 SH   SOLE   159,845 0 0
TATA MTRS LTD SPONSORED ADR 876568502 8,050 227,330 SH   SOLE   227,330 0 0
WIDSOMTREE INVTS INC COM 97717P104 7,606 579,703 SH   SOLE   579,703 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 7,600 202,070 SH   SOLE   202,070 0 0
PLEXUS CORP COM 729132100 7,499 187,144 SH   SOLE   187,144 0 0
WHITING PETE CORP NEW COM 966387102 7,376 106,300 SH   SOLE   106,300 0 0
FINISAR CORP COM NEW 31787A507 7,348 277,177 SH   SOLE   277,177 0 0
ASTRONICS CORP COM 046433108 7,255 114,418 SH   SOLE   114,418 0 0
MENTOR GRAPHICS CORP COM 587200106 7,147 324,559 SH   SOLE   324,559 0 0
JARDEN CORP COM 471109108 7,078 118,300 SH   SOLE   118,300 0 0
SALIX PHARMACEUTICALS INC COM 795435106 7,025 67,800 SH   SOLE   67,800 0 0
MAXIMUS INC COM 577933104 6,765 150,800 SH   SOLE   150,800 0 0
EXXON MOBIL CORP COM 30231G102 6,545 67,000 SH   SOLE   67,000 0 0
NETAPP INC COM 64110D104 6,298 170,681 SH   SOLE   170,681 0 0
SYNTEL INC COM 87162H103 6,083 67,661 SH   SOLE   67,661 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,059 76,000 SH   SOLE   76,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 5,981 72,190 SH   SOLE   72,190 0 0
SCHEIN HENRY INC COM 806407102 5,312 44,500 SH   SOLE   44,500 0 0
COMCAST CORP NEW CL A SPL 20030N101 5,102 102,000 SH   SOLE   102,000 0 0
KNOWLES CORP COM 49926D109 4,268 135,198 SH   SOLE   135,198 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,014 136,772 SH   SOLE   136,772 0 0
CTC MEDIA INC COM 12642X106 2,638 286,393 SH   SOLE   286,393 0 0
DR REDDYS LABS LTD ADR 256135203 2,533 57,700 SH   SOLE   57,700 0 0
INFOSYS LTD SPONSORED ADR 456788108 2,422 44,700 SH   SOLE   44,700 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 2,109 21,174 SH   SOLE   21,174 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 1,816 103,840 SH   SOLE   103,840 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 514 7,600 SH   SOLE   7,600 0 0
ISHARES MSCI TAIWAN ETF 464286731 490 34,092 SH   SOLE   34,092 0 0
NXP SEMICONDUCTORS N V COM N6596X109 441 7,500 SH   SOLE   7,500 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 318 3,350 SH   SOLE   3,350 0 0
GREENBRIER COS INC COM 393657101 308 6,763 SH   SOLE   6,763 0 0
WEB COM GROUP INC COM 94733A104 296 8,688 SH   SOLE   8,688 0 0
MEASUREMENT SPECIALTIES INC COM 583421102 240 3,543 SH   SOLE   3,543 0 0
ON ASSIGNMENT INC COM 682159108 238 6,165 SH   SOLE   6,165 0 0
USANA HEALTH SCINCES INC COM 90328M107 232 3,082 SH   SOLE   3,082 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 231 1,625 SH   SOLE   1,625 0 0
GENTHERM INC COM 37253A103 223 6,429 SH   SOLE   6,429 0 0
MEDNAX INC COM 58502B106 221 3,564 SH   SOLE   3,564 0 0
ANIXTER INTL INC COM 035290105 220 2,167 SH   SOLE   2,167 0 0
UBIQUITI NETWORKS INC COM 90347A100 208 4,571 SH   SOLE   4,571 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 205 9,523 SH   SOLE   9,523 0 0