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
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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
AMC Networks Inc. COM 00164V103 5,113 83,150 SH   SOLE 0 32,575 0 50,575
Actavis Plc COM G0083B108 11,398 51,100 SH   SOLE 0 22,400 0 28,700
Activision Blizzard Inc COM 00507V109 12,181 546,250 SH   SOLE 0 239,600 0 306,650
Adobe Systems, Inc. COM 00724F101 6,109 84,425 SH   SOLE 0 37,000 0 47,425
Advanced Auto Parts COM 00751Y106 5,606 41,550 SH   SOLE 0 16,300 0 25,250
Air Lease Corp COM 00912X302 3,270 84,750 SH   SOLE 0 33,200 0 51,550
Aircastle Ltd. COM G0129K104 2,486 139,875 SH   SOLE 0 54,825 0 85,050
Akamai Technologies, Inc. COM 00971T101 1,978 32,400 SH   SOLE 0 12,700 0 19,700
Alexion Pharmaceuticals, Inc. COM 015351109 3,238 20,725 SH   SOLE 0 8,125 0 12,600
American Airlines Group Inc. COM 02376R102 7,666 178,450 SH   SOLE 0 69,975 0 108,475
American Electric Power COM 025537101 7,498 134,450 SH   SOLE 0 58,900 0 75,550
AmerisourceBergen Corp COM 03073E105 4,309 59,300 SH   SOLE 0 23,225 0 36,075
Amgen Inc COM 031162100 5,827 49,225 SH   SOLE 0 21,675 0 27,550
Amphenol Corp. COM 032095101 3,540 36,750 SH   SOLE 0 16,125 0 20,625
Autozone Inc. COM 053332102 4,285 7,990 SH   SOLE 0 3,485 0 4,505
Boeing Co COM 097023105 8,938 70,250 SH   SOLE 0 30,775 0 39,475
Boston Scientific Corp. COM 101137107 9,795 767,025 SH   SOLE 0 336,175 0 430,850
CDW Corp. COM 12514G108 4,419 138,625 SH   SOLE 0 54,300 0 84,325
CIT Group Inc. COM 125581801 6,938 151,625 SH   SOLE 0 58,850 0 92,775
Cardinal Health Inc. COM 14149Y108 3,663 53,425 SH   SOLE 0 23,400 0 30,025
Cisco Systems Inc. COM 17275R102 7,409 298,150 SH   SOLE 0 130,650 0 167,500
Computer Sciences Corp COM 205363104 9,738 154,075 SH   SOLE 0 68,025 0 86,050
Constellation Brands, Inc. COM 21036P108 11,459 130,025 SH   SOLE 0 56,975 0 73,050
Dr. Pepper Snapple Group, Inc. COM 26138E109 10,889 185,875 SH   SOLE 0 81,475 0 104,400
EQT Corp. COM 26884L109 10,893 101,900 SH   SOLE 0 44,650 0 57,250
Evertec Inc. COM 30040P103 6,627 273,400 SH   SOLE 0 108,100 0 165,300
Exxon Mobil Corp. COM 30231G102 10,957 108,825 SH   SOLE 0 47,675 0 61,150
Federated Investors Inc. COM 314211103 4,523 146,275 SH   SOLE 0 57,325 0 88,950
Fidelity National Info Srv COM 31620M106 7,008 128,025 SH   SOLE 0 56,350 0 71,675
Genuine Parts Co COM 372460105 3,499 39,855 SH   SOLE 0 17,455 0 22,400
Gilead Sciences COM 375558103 8,144 98,225 SH   SOLE 0 43,050 0 55,175
Hertz Global Holdings, Inc. COM 42805T105 4,619 164,775 SH   SOLE 0 64,500 0 100,275
Hess Corporation COM 42809H107 4,425 44,750 SH   SOLE 0 17,525 0 27,225
Hewlett-Packard Co COM 428236103 8,877 263,575 SH   SOLE 0 117,575 0 146,000
Host Hotels & Resorts COM 44107P104 9,000 408,925 SH   SOLE 0 179,200 0 229,725
Johnson Controls Inc. COM 478366107 11,027 220,850 SH   SOLE 0 96,800 0 124,050
KB Home COM 48666K109 2,796 149,675 SH   SOLE 0 58,700 0 90,975
Kansas City Southern COM 485170302 2,637 24,525 SH   SOLE 0 9,650 0 14,875
KeyCorp COM 493267108 10,876 759,000 SH   SOLE 0 332,700 0 426,300
Lennar Corp Cl A COM 526057104 6,073 144,675 SH   SOLE 0 56,725 0 87,950
MDC Holdings Inc. COM 552676108 1,692 55,875 SH   SOLE 0 21,875 0 34,000
Markit Ltd. COM G58249106 1,774 65,750 SH   SOLE 0 25,775 0 39,975
Marriott Vacations Worldwide COM 57164Y107 4,528 77,225 SH   SOLE 0 30,300 0 46,925
Mastercard Inc Cl A COM 57636Q104 3,477 47,325 SH   SOLE 0 20,750 0 26,575
Mead Johnson Nutrition Co. COM 582839106 4,449 47,750 SH   SOLE 0 18,700 0 29,050
Merck & Co. COM 58933Y105 7,273 125,725 SH   SOLE 0 55,125 0 70,600
Metlife Inc COM 59156R108 7,337 132,050 SH   SOLE 0 58,100 0 73,950
Microchip Technology COM 595017104 3,484 71,375 SH   SOLE 0 27,950 0 43,425
Monsanto Co. COM 61166W101 5,528 44,320 SH   SOLE 0 19,395 0 24,925
National Oilwell Varco Inc. COM 637071101 4,605 55,925 SH   SOLE 0 21,925 0 34,000
Navient Corp. COM 63938C108 5,542 312,950 SH   SOLE 0 122,600 0 190,350
News Corporation Cl. A COM 65249B109 6,484 361,400 SH   SOLE 0 141,125 0 220,275
Northrop Grumman Corp COM 666807102 10,315 86,225 SH   SOLE 0 37,825 0 48,400
Pitney Bowes Inc COM 724479100 8,475 306,825 SH   SOLE 0 120,100 0 186,725
Praxair Inc COM 74005P104 3,352 25,235 SH   SOLE 0 11,060 0 14,175
Principal Finl Grp Inc COM 74251V102 11,406 225,950 SH   SOLE 0 96,500 0 129,450
Quest Diagnostics Inc COM 74834L100 3,746 63,825 SH   SOLE 0 25,000 0 38,825
Regeneron Pharmaceuticals COM 75886F107 3,100 10,975 SH   SOLE 0 4,300 0 6,675
RetailMeNot, Inc COM 76132B106 2,602 97,800 SH   SOLE 0 38,350 0 59,450
Robert Half International Co. COM 770323103 3,477 72,825 SH   SOLE 0 28,500 0 44,325
SLM Corp COM 78442P106 1,648 198,300 SH   SOLE 0 77,700 0 120,600
Salix Pharmaceuticals Inc COM 795435106 5,579 45,225 SH   SOLE 0 17,725 0 27,500
Scripps Networks COM 811065101 5,694 70,175 SH   SOLE 0 27,475 0 42,700
Service Corp. Int'l COM 817565104 4,528 218,550 SH   SOLE 0 85,650 0 132,900
Southest Airlines COM 844741108 11,791 438,970 SH   SOLE 0 192,420 0 246,550
St. Jude Medical Inc. COM 790849103 9,193 132,750 SH   SOLE 0 58,175 0 74,575
Starwood Hotels & Resorts Worl COM 85590A401 10,923 135,150 SH   SOLE 0 59,175 0 75,975
TD Ameritrade Hldg Corp COM 87236Y108 3,719 118,625 SH   SOLE 0 51,775 0 66,850
Texas Instruments, Inc. COM 882508104 10,001 209,275 SH   SOLE 0 91,700 0 117,575
Time Warner Inc. COM 887317303 7,886 112,250 SH   SOLE 0 49,225 0 63,025
United Continental Hldgs Inc. COM 910047109 12,058 293,600 SH   SOLE 0 126,825 0 166,775
V.F. Corp. COM 918204108 10,009 158,875 SH   SOLE 0 69,625 0 89,250
Vantiv, Inc. COM 92210H105 2,727 81,100 SH   SOLE 0 31,600 0 49,500
Viacom Inc Cl B COM 92553P201 7,101 81,875 SH   SOLE 0 35,875 0 46,000
Wellpoint Inc COM 94973V107 13,871 128,900 SH   SOLE 0 54,600 0 74,300
Western Digital Corp COM 958102105 11,196 121,300 SH   SOLE 0 53,175 0 68,125
Whirlpool Corp. COM 963320106 6,321 45,400 SH   SOLE 0 19,950 0 25,450
Xoom Corp. COM 98419Q101 2,604 98,800 SH   SOLE 0 38,750 0 60,050
Zoetis Inc. COM 98978V103 1,872 58,025 SH   SOLE 0 22,725 0 35,300
eBay Inc. COM 278642103 6,926 138,350 SH   SOLE 0 60,675 0 77,675
Cencosud S A Sponsored ADS ADR 15132H101 876 88,125 SH   SOLE 0 34,500 0 53,625
Grupo Aeroportuario Del Centro ADR 400501102 1,527 47,325 SH   SOLE 0 18,500 0 28,825
Grupo Aeroportuario Del Pacifi ADR 400506101 1,685 24,925 SH   SOLE 0 9,750 0 15,175
Grupo Aeroportuario Del Surest ADR 40051E202 1,223 9,625 SH   SOLE 0 3,725 0 5,900
Grupo Financiero Santander Mex ADR 40053C105 2,812 211,725 SH   SOLE 0 82,975 0 128,750
ICON plc ADR G4705A100 4,009 85,100 SH   SOLE 0 33,350 0 51,750