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
ADT Corp. COM 00101J106 8,626 216,450 SH   SOLE 0 159,000 0 57,450
Abbott Laboratories COM 002824100 2,352 67,435 SH   SOLE 0 40,385 0 27,050
Actavis, Inc. COM 00507K103 7,845 62,150 SH   SOLE 0 37,350 0 24,800
Aeropostale Inc. COM 007865108 1,298 94,075 SH   SOLE 0 94,075 0 0
Aflac Inc. COM 001055102 2,411 41,480 SH   SOLE 0 24,680 0 16,800
Allstate Corp. COM 020002101 6,935 144,125 SH   SOLE 0 86,575 0 57,550
American Eagle Outfitters COM 02553E106 1,212 66,350 SH   SOLE 0 66,350 0 0
American Express Company COM 025816109 2,826 37,800 SH   SOLE 0 22,600 0 15,200
American International Group, COM 026874784 4,949 110,725 SH   SOLE 0 66,500 0 44,225
American Vanguard Corp. COM 030371108 877 37,425 SH   SOLE 0 37,425 0 0
Ametek Inc. COM 031100100 4,915 116,205 SH   SOLE 0 69,805 0 46,400
Amgen Inc. COM 031162100 4,903 49,700 SH   SOLE 0 29,875 0 19,825
Amphenol Corp. COM 032095101 7,956 102,075 SH   SOLE 0 61,475 0 40,600
Apollo Group Inc. COM 037604105 1,410 79,575 SH   SOLE 0 79,575 0 0
Autozone Inc. COM 053332102 2,866 6,765 SH   SOLE 0 4,060 0 2,705
Avago Technologies Ltd. COM Y0486S104 822 22,000 SH   SOLE 0 22,000 0 0
Avon Products Inc. COM 054303102 795 37,825 SH   SOLE 0 37,825 0 0
Beam Inc. COM 073730103 2,528 40,057 SH   SOLE 0 40,057 0 0
Blackrock Inc. COM 09247X101 2,381 9,270 SH   SOLE 0 5,570 0 3,700
Bunge Limited COM G16962105 4,963 70,125 SH   SOLE 0 42,125 0 28,000
CIT Group Inc. COM 125581801 2,190 46,969 SH   SOLE 0 46,969 0 0
CVS Caremark Corp. COM 126650100 4,869 85,150 SH   SOLE 0 51,150 0 34,000
Chevron Corp. COM 166764100 3,609 30,495 SH   SOLE 0 18,320 0 12,175
Chicos FAS Inc. COM 168615102 868 50,900 SH   SOLE 0 50,900 0 0
Cliffs Natural Resources Inc. COM 18683K101 490 30,150 SH   SOLE 0 30,150 0 0
Coca-Cola Co. COM 191216100 7,300 182,005 SH   SOLE 0 109,430 0 72,575
Crown Castle Intl. Corp. COM 228227104 2,262 31,250 SH   SOLE 0 18,725 0 12,525
DTE Energy Company COM 233331107 4,878 72,800 SH   SOLE 0 43,850 0 28,950
Danaher Corp. COM 235851102 4,991 78,845 SH   SOLE 0 47,295 0 31,550
Edwards Life Sciences Corp. COM 28176E108 1,100 16,375 SH   SOLE 0 16,375 0 0
Evertec, Inc. COM 30040P103 2,087 95,000 SH   SOLE 0 95,000 0 0
Exelis, Inc. COM 30162A108 990 71,825 SH   SOLE 0 71,825 0 0
Express Inc. COM 30219E103 1,269 60,525 SH   SOLE 0 60,525 0 0
Fair Isaac Corp. COM 303250104 1,312 28,625 SH   SOLE 0 28,625 0 0
Fifth Third Bancorp COM 316773100 5,038 279,125 SH   SOLE 0 167,675 0 111,450
First Republic Bank COM 33616C100 530 13,775 SH   SOLE 0 13,775 0 0
Fortinet Inc COM 34959E109 724 41,350 SH   SOLE 0 41,350 0 0
Fusion-io Inc. COM 36112J107 552 38,750 SH   SOLE 0 38,750 0 0
Gap Inc. COM 364760108 8,145 195,175 SH   SOLE 0 117,275 0 77,900
General Motors Company COM 37045V100 7,725 231,925 SH   SOLE 0 138,975 0 92,950
Gentex Corp. COM 371901109 1,582 68,650 SH   SOLE 0 68,650 0 0
Genuine Parts Company COM 372460105 4,823 61,780 SH   SOLE 0 37,130 0 24,650
Harley Davidson COM 412822108 2,716 49,550 SH   SOLE 0 49,550 0 0
Health Net Inc. COM 42222G108 1,804 56,700 SH   SOLE 0 56,700 0 0
IAC/InterActiveCorp. COM 44919P508 2,441 51,325 SH   SOLE 0 51,325 0 0
Incyte Corp. COM 45337C102 867 39,425 SH   SOLE 0 39,425 0 0
Informatica Corp. COM 45666Q102 1,054 30,125 SH   SOLE 0 30,125 0 0
Intel Corp. COM 458140100 7,415 306,150 SH   SOLE 0 183,925 0 122,225
IntercontinentalExchange, Inc. COM 45865V100 2,706 15,225 SH   SOLE 0 9,150 0 6,075
Intuitive Surgical Inc. COM 46120E602 2,100 4,145 SH   SOLE 0 2,495 0 1,650
KLA-Tencor Corp. COM 482480100 2,570 46,115 SH   SOLE 0 27,840 0 18,275
Laboratory Corp of America COM 50540R409 1,099 10,975 SH   SOLE 0 10,975 0 0
Lennar Corp. - Cl. A COM 526057104 6,088 168,925 SH   SOLE 0 101,500 0 67,425
Mallinckrodt plc W/I COM G5785G107 2,321 51,100 SH   SOLE 0 51,100 0 0
Manhattan Associates COM 562750109 521 6,750 SH   SOLE 0 6,750 0 0
Mastercard Inc. COM 57636Q104 2,554 4,445 SH   SOLE 0 2,660 0 1,785
Medicines Co COM 584688105 701 22,775 SH   SOLE 0 22,775 0 0
Merck & Co. Inc COM 58933Y105 239 5,150 SH   SOLE 0 5,150 0 0
MetLife, Inc. COM 59156R108 6,259 136,775 SH   SOLE 0 81,675 0 55,100
Monsanto Co. COM 61166W101 2,316 23,445 SH   SOLE 0 13,920 0 9,525
Paychex, Inc. COM 704326107 4,977 136,295 SH   SOLE 0 81,870 0 54,425
Peabody Energy Corp. COM 704549104 968 66,100 SH   SOLE 0 66,100 0 0
Pioneer Natural Resources Co. COM 723787107 4,829 33,360 SH   SOLE 0 20,035 0 13,325
Praxair Inc. COM 74005P104 4,582 39,785 SH   SOLE 0 23,910 0 15,875
Principal Financial Group, Inc COM 74251V102 4,867 129,950 SH   SOLE 0 78,075 0 51,875
Qualcomm Inc. COM 747525103 2,362 38,675 SH   SOLE 0 23,250 0 15,425
Quality Systems Inc. COM 747582104 1,128 60,300 SH   SOLE 0 60,300 0 0
Quest Diagnostics Inc COM 74834L100 2,095 34,550 SH   SOLE 0 34,550 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107 5,888 26,185 SH   SOLE 0 15,710 0 10,475
SLM Corp COM 78442P106 530 23,175 SH   SOLE 0 23,175 0 0
Southwest Airlines Co. COM 844741108 5,447 422,570 SH   SOLE 0 253,845 0 168,725
St. Jude Medical COM 790849103 7,389 161,925 SH   SOLE 0 97,275 0 64,650
Starbucks Corp. COM 855244109 7,418 113,275 SH   SOLE 0 68,050 0 45,225
Steris Corp. COM 859152100 1,902 44,350 SH   SOLE 0 44,350 0 0
Symantec Corp. COM 871503108 4,416 196,550 SH   SOLE 0 118,100 0 78,450
Synovus Financial Corp. COM 87161C105 1,166 399,325 SH   SOLE 0 399,325 0 0
Sysco Corp. COM 871829107 3,734 109,300 SH   SOLE 0 65,675 0 43,625
Teradata Corp. COM 88076W103 509 10,125 SH   SOLE 0 10,125 0 0
The WhiteWave Foods Company COM 966244105 529 32,575 SH   SOLE 0 32,575 0 0
Trimble Navigation Limited COM 896239100 3,813 146,585 SH   SOLE 0 88,335 0 58,250
United Parcel Service Inc COM 911312106 4,968 57,450 SH   SOLE 0 34,525 0 22,925
Viacom Corp - Cl. B COM 92553P201 5,730 84,200 SH   SOLE 0 50,550 0 33,650
Volcano Corp. COM 928645100 787 43,425 SH   SOLE 0 43,425 0 0
Wellcare Health Plans Inc. COM 94946T106 2,025 36,450 SH   SOLE 0 36,450 0 0
Western Digital Corp COM 958102105 8,747 140,875 SH   SOLE 0 84,650 0 56,225
Xilinx Inc. COM 983919101 1,076 27,175 SH   SOLE 0 27,175 0 0
Anheuser Busch InBev SA/NV ADR 03524A108 4,154 46,025 SH   SOLE 0 26,950 0 19,075
Home Inns & Hotels Mgmt. Inc. ADR 43713W107 477 17,875 SH   SOLE 0 17,875 0 0
Sanofi ADS ADR 80105N105 5,967 115,850 SH   SOLE 0 67,725 0 48,125