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
ABBOTT LAB COM COM 002824100 2,846 85,735 SH   SOLE 0 40,385 0 45,350
ACTIVISION BLIZZARD INC COM ST COM 00507V109 6,279 376,675 SH   SOLE 0 177,875 0 198,800
ADT CORP COM COM 00101J106 13,273 326,450 SH   SOLE 0 127,550 0 198,900
AIR LEASE CORP CL A CL A COM 00912X302 1,604 57,975 SH   SOLE 0 20,900 0 37,075
ALLSTATE CORP COM COM 020002101 5,051 99,925 SH   SOLE 0 45,650 0 54,275
AMERICAN INTERNATIONAL GROUP I COM 026874784 6,851 140,875 SH   SOLE 0 66,500 0 74,375
AMERICAN VANGUARD CORP COM COM 030371108 4,278 158,900 SH   SOLE 0 56,400 0 102,500
AMGEN INC COM COM 031162100 3,243 28,975 SH   SOLE 0 13,675 0 15,300
AMPHENOL CORP NEW CL A COM 032095101 6,558 84,750 SH   SOLE 0 40,375 0 44,375
AVON PRODUCTS INC COM USD0.25 COM 054303102 8,656 420,175 SH   SOLE 0 200,600 0 219,575
Actavis Inc. COM 00507K103 8,950 62,150 SH   SOLE 0 37,350 0 24,800
Actavis Plc COM G0083B108 2,434 16,900 SH   SOLE 0 0 0 16,900
Adobe Systems, Inc. COM 00724F101 7,077 136,250 SH   SOLE 0 64,325 0 71,925
Aeropostale Inc. COM 007865108 2,511 267,075 SH   SOLE 0 94,075 0 173,000
Aircastle Ltd. COM G0129K104 1,632 93,750 SH   SOLE 0 33,800 0 59,950
Apollo Group Inc. COM 037604105 4,642 223,075 SH   SOLE 0 79,575 0 143,500
Autozone Inc. COM 053332102 3,621 8,565 SH   SOLE 0 4,060 0 4,505
Avago Technologies Ltd. COM Y0486S104 1,614 37,425 SH   SOLE 0 13,500 0 23,925
BEAM INC COM 073730103 7,219 111,657 SH   SOLE 0 40,057 0 71,600
BOEING CO COM COM 097023105 9,867 83,975 SH   SOLE 0 40,425 0 43,550
Boston Scientific Corp. COM 101137107 9,558 814,175 SH   SOLE 0 392,000 0 422,175
CHEVRON CORP COM COM 166764100 4,711 38,770 SH   SOLE 0 18,320 0 20,450
CHICOS FAS INC COM COM 168615102 2,332 140,000 SH   SOLE 0 50,900 0 89,100
CIT Group Inc. COM 125581801 5,328 109,244 SH   SOLE 0 39,544 0 69,700
COMPUTER SCI CORP COM COM 205363104 6,928 133,900 SH   SOLE 0 63,200 0 70,700
CVS CAREMARK CORP COM STK COM 126650100 6,149 108,350 SH   SOLE 0 51,150 0 57,200
Coca-Cola Co. COM 191216100 1,039 27,425 SH   SOLE 0 0 0 27,425
Constellation Brands, Inc. COM 21036P108 5,793 100,925 SH   SOLE 0 54,650 0 46,275
Crown Castle International COM 228227104 2,896 39,650 SH   SOLE 0 18,725 0 20,925
DANAHER CORP COM COM 235851102 6,951 100,270 SH   SOLE 0 47,295 0 52,975
DELTA AIR LINES INC DEL COM NE COM 247361702 5,896 249,925 SH   SOLE 0 135,400 0 114,525
EQT CORP COM COM 26884L109 10,449 117,775 SH   SOLE 0 55,625 0 62,150
EVERTEC INC COM COM 30040P103 5,781 260,300 SH   SOLE 0 95,000 0 165,300
Edwards Life Sciences Corp. COM 28176E108 3,222 46,275 SH   SOLE 0 16,375 0 29,900
Express Inc. COM 30219E103 4,939 209,375 SH   SOLE 0 75,475 0 133,900
FIRST AMERN FINL CORP COM STK COM 31847R102 1,734 71,200 SH   SOLE 0 25,650 0 45,550
Facebook, Inc. COM 30303M102 10,194 202,900 SH   SOLE 0 100,125 0 102,775
Fortinet Inc COM 34959E109 2,355 116,250 SH   SOLE 0 41,350 0 74,900
Fusion-io Inc. COM 36112J107 1,425 106,450 SH   SOLE 0 38,750 0 67,700
GAP INC COM COM 364760108 6,810 169,075 SH   SOLE 0 75,475 0 93,600
GENUINE PARTS CO COM COM 372460105 6,356 78,580 SH   SOLE 0 37,130 0 41,450
General Motors COM 37045V100 10,614 295,075 SH   SOLE 0 138,975 0 156,100
Graftech International Ltd COM 384313102 1,262 149,400 SH   SOLE 0 53,875 0 95,525
Green Mountain Coffee Roasters COM 393122106 8,426 111,850 SH   SOLE 0 52,775 0 59,075
HOME DEPOT INC COM COM 437076102 6,343 83,625 SH   SOLE 0 39,500 0 44,125
Health Net Inc. COM 42222G108 5,024 158,500 SH   SOLE 0 56,700 0 101,800
IAC / INTERACTIVECORP COM PAR COM 44919P508 6,461 118,175 SH   SOLE 0 42,600 0 75,575
INTEL CORP COM COM 458140100 8,927 389,475 SH   SOLE 0 183,925 0 205,550
Informatica Corp. COM 45666Q102 3,302 84,725 SH   SOLE 0 30,125 0 54,600
KENNAMETAL INC CAP COM 489170100 4,659 102,175 SH   SOLE 0 36,850 0 65,325
KLA-TENCOR CORP COM 482480100 6,367 104,640 SH   SOLE 0 51,140 0 53,500
MASTERCARD INC CL A COM 57636Q104 3,815 5,670 SH   SOLE 0 2,660 0 3,010
METLIFE INC COM COM 59156R108 6,804 144,925 SH   SOLE 0 67,300 0 77,625
MONSANTO CO NEW COM COM 61166W101 3,107 29,770 SH   SOLE 0 13,920 0 15,850
Mallinckrodt plc COM G5785G107 5,618 127,425 SH   SOLE 0 45,950 0 81,475
Marriott Vacations Worldwide COM 57164Y107 2,297 52,200 SH   SOLE 0 18,800 0 33,400
Medicines Co COM 584688105 3,048 90,925 SH   SOLE 0 32,775 0 58,150
Micron Technology COM 595112103 10,296 589,375 SH   SOLE 0 283,600 0 305,775
News Corporation Cl. A COM 65249B109 5,531 344,400 SH   SOLE 0 124,125 0 220,275
PATTERSON-UTI ENERGY INC COM COM 703481101 1,633 76,375 SH   SOLE 0 27,525 0 48,850
PEABODY ENERGY CORP COM STK COM 704549104 3,246 188,200 SH   SOLE 0 66,100 0 122,100
PRAXAIR INC COM COM 74005P104 4,236 35,235 SH   SOLE 0 12,910 0 22,325
PRINCIPAL FINL GROUP INC COM S COM 74251V102 7,079 165,325 SH   SOLE 0 78,075 0 87,250
QUEST DIAGNOSTICS INC COM COM 74834L100 5,923 95,850 SH   SOLE 0 34,550 0 61,300
Regeneron Pharmaceuticals COM 75886F107 4,125 13,185 SH   SOLE 0 6,210 0 6,975
S.W. AIRL CO COM COM 844741108 7,827 537,570 SH   SOLE 0 253,845 0 283,725
SLM CORP COM COM 78442P106 3,175 127,525 SH   SOLE 0 46,125 0 81,400
ST JUDE MED INC COM COM 790849103 11,050 206,000 SH   SOLE 0 97,275 0 108,725
STERIS CORP COM COM 859152100 5,278 122,850 SH   SOLE 0 44,350 0 78,500
SYMANTEC CORP COM COM 871503108 6,188 250,025 SH   SOLE 0 118,100 0 131,925
TIDEWATER INC COM COM 886423102 1,632 27,500 SH   SOLE 0 9,925 0 17,575
TITAN INTL INC ILL COM COM 88830M102 1,431 97,775 SH   SOLE 0 35,250 0 62,525
TYSON FOODS INC CL A COM (DELA COM 902494103 8,587 303,625 SH   SOLE 0 143,375 0 160,250
The WhiteWave Foods Company COM 966244105 2,461 123,225 SH   SOLE 0 44,425 0 78,800
UNITED PARCEL SVC INC CL B COM 911312106 6,679 73,100 SH   SOLE 0 34,525 0 38,575
VALMONT INDS INC COM COM 920253101 1,525 10,975 SH   SOLE 0 3,950 0 7,025
VIACOM INC NEW CL B COM 92553P201 8,954 107,125 SH   SOLE 0 50,550 0 56,575
Volcano Corp. COM 928645100 3,645 152,200 SH   SOLE 0 54,900 0 97,300
W.R. Grace and Co. COM 38388F108 1,200 13,725 SH   SOLE 0 4,925 0 8,800
WELLPOINT INC COM COM 94973V107 6,007 71,850 SH   SOLE 0 34,875 0 36,975
WESTN DIGITAL CORP COM COM 958102105 11,361 179,200 SH   SOLE 0 84,650 0 94,550
WHIRLPOOL CORP COM COM 963320106 10,639 72,650 SH   SOLE 0 34,325 0 38,325
Wellcare Health Plans Inc. COM 94946T106 6,406 91,850 SH   SOLE 0 32,950 0 58,900
XILINX INC COM COM 983919101 5,916 126,250 SH   SOLE 0 53,650 0 72,600
XYLEM INC COM COM 98419M100 5,215 186,700 SH   SOLE 0 67,300 0 119,400
Xoom Corp. COM 98419Q101 1,710 53,750 SH   SOLE 0 19,375 0 34,375
Banco Latinoamericano de Comer ADR P16994132 773 31,000 SH   SOLE 0 11,200 0 19,800
CENCOSUD S A SPONSORED ADS ADR 15132H101 1,122 83,825 SH   SOLE 0 30,200 0 53,625
GRUPO AEROPORTUAIRO DEL PACIFI ADR 400506101 1,023 20,000 SH   SOLE 0 7,200 0 12,800
GRUPO AEROPORTUARIO DEL CENTRO ADR 400501102 1,020 38,300 SH   SOLE 0 13,800 0 24,500
GRUPO AEROPORTUARIO DEL SUREST ADR 40051E202 1,004 9,225 SH   SOLE 0 3,325 0 5,900
GRUPO FINANCIERO SANTANDER MEX ADR 40053C105 3,725 269,525 SH   SOLE 0 97,175 0 172,350
Home Inns & Hotels Mgmt. Inc. ADR 43713W107 1,616 48,675 SH   SOLE 0 17,875 0 30,800