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 755 12,919 SH   SOLE 0 3,444 0 9,475
Activision Blizzard Inc COM 00507V109 12,419 597,375 SH   SOLE 0 290,075 0 307,300
Adobe Systems, Inc. COM 00724F101 13,418 193,925 SH   SOLE 0 94,600 0 99,325
Advanced Auto Parts COM 00751Y106 4,479 34,375 SH   SOLE 0 9,125 0 25,250
Air Lease Corp COM 00912X302 795 24,475 SH   SOLE 0 6,525 0 17,950
Aircastle Ltd. COM G0129K104 1,894 115,775 SH   SOLE 0 30,725 0 85,050
Akamai Technologies, Inc. COM 00971T101 1,604 26,825 SH   SOLE 0 7,125 0 19,700
Alexion Pharmaceuticals, Inc. COM 015351109 2,848 17,175 SH   SOLE 0 4,575 0 12,600
American Airlines Group Inc. COM 02376R102 3,432 96,725 SH   SOLE 0 25,750 0 70,975
American Electric Power COM 025537101 8,787 168,300 SH   SOLE 0 82,175 0 86,125
AmerisourceBergen Corp COM 03073E105 4,437 57,400 SH   SOLE 0 15,250 0 42,150
Amgen Inc COM 031162100 8,610 61,300 SH   SOLE 0 29,900 0 31,400
Amphenol Corp. COM 032095101 4,574 45,800 SH   SOLE 0 22,275 0 23,525
Autozone Inc. COM 053332102 5,066 9,940 SH   SOLE 0 4,810 0 5,130
Boeing Co COM 097023105 14,082 110,550 SH   SOLE 0 53,850 0 56,700
Boston Scientific Corp. COM 101137107 13,664 1,157,000 SH   SOLE 0 562,225 0 594,775
Bunge Limited COM G16962105 1,493 17,725 SH   SOLE 0 4,725 0 13,000
CDW Corp. COM 12514G108 1,455 46,875 SH   SOLE 0 12,475 0 34,400
CH Robinson Worldwide Inc. COM 12541W209 1,457 21,975 SH   SOLE 0 5,850 0 16,125
CIT Group Inc. COM 125581801 2,831 61,600 SH   SOLE 0 16,400 0 45,200
Cardinal Health Inc. COM 14149Y108 5,020 67,000 SH   SOLE 0 32,775 0 34,225
Cisco Systems Inc. COM 17275R102 9,389 373,025 SH   SOLE 0 182,050 0 190,975
Cognizant Technology Solutions COM 192446102 14,060 314,050 SH   SOLE 0 152,750 0 161,300
Constellation Brands, Inc. COM 21036P108 14,161 162,475 SH   SOLE 0 79,200 0 83,275
Copart, Inc. COM 217204106 1,347 43,025 SH   SOLE 0 11,450 0 31,575
Dr. Pepper Snapple Group, Inc. COM 26138E109 14,934 232,225 SH   SOLE 0 113,200 0 119,025
EOG Resources Inc. COM 26875P101 11,618 117,325 SH   SOLE 0 57,125 0 60,200
EQT Corp. COM 26884L109 11,628 127,025 SH   SOLE 0 61,750 0 65,275
Evertec Inc. COM 30040P103 3,955 177,025 SH   SOLE 0 47,175 0 129,850
Exxon Mobil Corp. COM 30231G102 12,753 135,600 SH   SOLE 0 65,875 0 69,725
Federated Investors Inc. COM 314211103 3,555 121,075 SH   SOLE 0 32,125 0 88,950
Fidelity National Info Srv COM 31620M106 8,994 159,750 SH   SOLE 0 78,025 0 81,725
Freescale Semiconductor, Ltd. COM G3727Q101 1,376 70,450 SH   SOLE 0 18,725 0 51,725
Genuine Parts Co COM 372460105 4,346 49,555 SH   SOLE 0 24,030 0 25,525
Gilead Sciences COM 375558103 13,040 122,500 SH   SOLE 0 59,600 0 62,900
Harley-Davidson, Inc. COM 412822108 2,468 42,400 SH   SOLE 0 11,300 0 31,100
Hess Corporation COM 42809H107 4,046 42,900 SH   SOLE 0 11,425 0 31,475
Hewlett-Packard Co COM 428236103 11,629 327,850 SH   SOLE 0 161,400 0 166,450
Host Hotels & Resorts COM 44107P104 10,862 509,225 SH   SOLE 0 247,325 0 261,900
Johnson Controls Inc. COM 478366107 12,138 275,875 SH   SOLE 0 134,450 0 141,425
KB Home COM 48666K109 1,851 123,900 SH   SOLE 0 32,925 0 90,975
KeyCorp COM 493267108 12,628 947,300 SH   SOLE 0 461,275 0 486,025
L Brands, Inc. COM 501797104 3,089 46,125 SH   SOLE 0 12,275 0 33,850
Lennar Corp Cl A COM 526057104 1,446 37,250 SH   SOLE 0 9,925 0 27,325
MDC Holdings Inc. COM 552676108 1,171 46,250 SH   SOLE 0 12,250 0 34,000
Manhattan Associates COM 562750109 715 21,400 SH   SOLE 0 5,700 0 15,700
Markit Ltd. COM G58249106 2,424 103,825 SH   SOLE 0 27,625 0 76,200
Marriott International Inc COM 571903202 13,810 197,575 SH   SOLE 0 96,325 0 101,250
Marriott Vacations Worldwide COM 57164Y107 2,181 34,400 SH   SOLE 0 9,175 0 25,225
Mastercard Inc Cl A COM 57636Q104 9,161 123,925 SH   SOLE 0 60,450 0 63,475
McGraw Hill Financial, Inc. COM 580645109 3,750 44,400 SH   SOLE 0 11,800 0 32,600
Mead Johnson Nutrition Co. COM 582839106 3,803 39,525 SH   SOLE 0 10,475 0 29,050
Merck & Co. COM 58933Y105 9,311 157,075 SH   SOLE 0 76,575 0 80,500
Microchip Technology COM 595017104 2,791 59,100 SH   SOLE 0 15,675 0 43,425
Micron Technology COM 595112103 14,829 432,850 SH   SOLE 0 210,325 0 222,525
Monsanto Co. COM 61166W101 6,207 55,170 SH   SOLE 0 26,745 0 28,425
National Instruments COM 636518102 1,366 44,175 SH   SOLE 0 11,750 0 32,425
National Oilwell Varco Inc. COM 637071101 3,523 46,300 SH   SOLE 0 12,300 0 34,000
Navient Corp. COM 63938C108 4,589 259,100 SH   SOLE 0 68,750 0 190,350
News Corporation Cl. A COM 65249B109 4,891 299,125 SH   SOLE 0 78,850 0 220,275
Nobel Energy Inc. COM 655044105 2,589 37,875 SH   SOLE 0 10,075 0 27,800
Oasis Petroleum Inc. COM 674215108 1,068 25,550 SH   SOLE 0 6,800 0 18,750
PNC Financial Services COM 693475105 13,404 156,625 SH   SOLE 0 76,275 0 80,350
PVH Corp COM 693656100 2,129 17,575 SH   SOLE 0 4,675 0 12,900
Pitney Bowes Inc COM 724479100 3,440 137,675 SH   SOLE 0 36,625 0 101,050
Praxair Inc COM 74005P104 4,078 31,610 SH   SOLE 0 15,435 0 16,175
Principal Finl Grp Inc COM 74251V102 14,865 283,300 SH   SOLE 0 135,700 0 147,600
Quest Diagnostics Inc COM 74834L100 4,357 71,800 SH   SOLE 0 19,100 0 52,700
Regeneron Pharmaceuticals COM 75886F107 5,678 15,750 SH   SOLE 0 4,200 0 11,550
RetailMeNot, Inc COM 76132B106 231 14,300 SH   SOLE 0 3,825 0 10,475
Robert Half International Co. COM 770323103 2,955 60,300 SH   SOLE 0 15,975 0 44,325
Ross Stores Inc. COM 778296103 3,686 48,775 SH   SOLE 0 12,975 0 35,800
Scripps Networks COM 811065101 3,903 49,975 SH   SOLE 0 13,250 0 36,725
Service Corp. Int'l COM 817565104 3,824 180,900 SH   SOLE 0 48,000 0 132,900
Southwest Airlines COM 844741108 11,917 352,895 SH   SOLE 0 171,520 0 181,375
Southwestern Energy Co. COM 845467109 1,405 40,200 SH   SOLE 0 10,725 0 29,475
Sprint Nextel Corp. COM 85207U105 10,434 1,645,775 SH   SOLE 0 802,150 0 843,625
St. Jude Medical Inc. COM 790849103 13,057 217,150 SH   SOLE 0 105,775 0 111,375
Starwood Hotels & Resorts Worl COM 85590A401 14,062 169,000 SH   SOLE 0 82,375 0 86,625
Texas Instruments, Inc. COM 882508104 14,007 293,700 SH   SOLE 0 142,700 0 151,000
United Continental Hldgs Inc. COM 910047109 14,801 316,325 SH   SOLE 0 154,025 0 162,300
V.F. Corp. COM 918204108 16,133 244,325 SH   SOLE 0 108,875 0 135,450
Vantiv, Inc. COM 92210H105 2,077 67,225 SH   SOLE 0 17,725 0 49,500
Viacom Inc Cl B COM 92553P201 7,850 102,025 SH   SOLE 0 49,575 0 52,450
WABCO Holdings Inc COM 92927K102 2,647 29,100 SH   SOLE 0 7,750 0 21,350
Waters Corp. COM 941848103 2,116 21,350 SH   SOLE 0 5,675 0 15,675
Wellpoint Inc COM 94973V107 17,916 149,775 SH   SOLE 0 64,150 0 85,625
Western Digital Corp COM 958102105 9,396 96,550 SH   SOLE 0 46,925 0 49,625
Xoom Corp. COM 98419Q101 1,573 71,650 SH   SOLE 0 19,050 0 52,600
Zoetis Inc. COM 98978V103 1,775 48,050 SH   SOLE 0 12,750 0 35,300
ARM Holdings ADR 042068106 348 7,975 SH   SOLE 0 2,125 0 5,850
Cencosud S A Sponsored ADS ADR 15132H101 656 72,825 SH   SOLE 0 19,200 0 53,625
Grupo Aeroportuario Del Centro ADR 400501102 1,383 39,150 SH   SOLE 0 10,325 0 28,825
Grupo Aeroportuario Del Pacifi ADR 400506101 1,391 20,625 SH   SOLE 0 5,450 0 15,175
Grupo Aeroportuario Del Surest ADR 40051E202 1,031 8,025 SH   SOLE 0 2,125 0 5,900