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SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 26316 619500 SH SOLE 619500 0 0 JP MORGAN CHASE & CO COM 46625H100 25069 290518 SH SOLE 290518 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 24734 587500 SH SOLE 587500 0 0 PRICELINE COM INC COM NEW 741503403 24608 16785 SH SOLE 16785 0 0 HCA HOLDINGS INC COM 40412C101 24197 326897 SH SOLE 326897 0 0 AON PLC SHS CL A G0408V102 23083 206970 SH SOLE 206970 0 0 FOOT LOCKER INC COM 344849104 22869 322597 SH SOLE 322597 0 0 INTEL CORP COM 458140100 22306 615000 SH SOLE 615000 0 0 UNITED THERAPEUTICS CORP COM 91307C102 21694 151251 SH SOLE 151251 0 0 APPLIED MATLS INC COM 038222105 21469 665300 SH SOLE 665300 0 0 AMGEN INC COM 031162100 21259 145400 SH SOLE 145400 0 0 ALIGN TECHNOLOGY INC COM 016255101 20135 209460 SH SOLE 209460 0 0 AETNA INC NEW COM 00817Y108 19232 155084 SH SOLE 155084 0 0 COPART INC COM 217204106 19183 346200 SH SOLE 346200 0 0 CIRRUS LOGIC INC COM 172755100 18552 328130 SH SOLE 328130 0 0 LKQ CORP COM 501889208 18451 602000 SH SOLE 602000 0 0 THOR INDS INC COM 885160101 18164 181550 SH SOLE 181550 0 0 BERRY PLASTICS GROUP INC COM 08579W103 17782 364900 SH SOLE 364900 0 0 HASBRO INC COM 418056107 17347 223000 SH SOLE 223000 0 0 UBIQUITI NETWORKS INC COM 90347A100 16924 292799 SH SOLE 292799 0 0 TRAVELERS COMPANIES INC COM 89417E109 16719 136571 SH SOLE 136571 0 0 SYNOPSYS INC COM 871607107 16669 283200 SH SOLE 283200 0 0 WELLS FARGO & CO NEW COM 949746101 16296 295701 SH SOLE 295701 0 0 CDW CORP COM 12514G108 15835 303991 SH SOLE 303991 0 0 ROSS STORES INC COM 778296103 15800 240856 SH SOLE 240856 0 0 DREW INDS INC COM NEW 50189K103 14567 135191 SH SOLE 135191 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 14288 62528 SH SOLE 62528 0 0 ARISTA NETWORKS INC COM 040413106 13920 143850 SH SOLE 143850 0 0 ICON PLC SHS G4705A100 13239 176052 SH SOLE 176052 0 0 RAYTHEON CO COM NEW 755111507 13053 91924 SH SOLE 91924 0 0 SMITH AO COM 831865209 12782 269952 SH SOLE 269952 0 0 APPLE INC COM 037833100 12409 107143 SH SOLE 107143 0 0 TORCHMARK CORP COM 891027104 12138 164560 SH SOLE 164560 0 0 CINTAS CORP COM 172908105 11605 100425 SH SOLE 100425 0 0 F5 NETWORKS INC COM 315616102 11433 79000 SH SOLE 79000 0 0 FABRINET SHS G3323L100 11164 277029 SH SOLE 277029 0 0 AMN HEALTHCARE SERVICES INC COM 001744101 11016 286500 SH SOLE 286500 0 0 CENTENE CORP DEL COM 15135B101 10884 192600 SH SOLE 192600 0 0 HOLLSYS AUTOMATION TECHNOLO SHS G45667105 10479 572011 SH SOLE 572011 0 0 SYNNEX CORP COM 87162W100 10420 86101 SH SOLE 86101 0 0 TERADYNE INC COM 880770102 10177 400664 SH SOLE 400664 0 0 DELUXE CORP COM 248019101 10172 142045 SH SOLE 142045 0 0 TENNECO INC COM 880349105 10026 160500 SH SOLE 160500 0 0 AMTRUST FINANCIAL SERVICES I COM 032359309 9551 348814 SH SOLE 348814 0 0 ACUITY BRANDS INC COM 00508Y102 9419 40800 SH SOLE 40800 0 0 ARROW ELECTRS INC COM 042735100 9390 131700 SH SOLE 131700 0 0 TRANSDIGM GROUP INC COM 893641100 9308 37389 SH SOLE 37389 0 0 AMPHENOL CORP NEW CL A 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