0001062993-15-005509.txt : 20151020 0001062993-15-005509.hdr.sgml : 20151020 20151019181048 ACCESSION NUMBER: 0001062993-15-005509 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151020 DATE AS OF CHANGE: 20151019 EFFECTIVENESS DATE: 20151020 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EAGLE ASSET MANAGEMENT INC CENTRAL INDEX KEY: 0000790502 IRS NUMBER: 592385219 STATE OF INCORPORATION: FL FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01666 FILM NUMBER: 151165121 BUSINESS ADDRESS: STREET 1: 880 CARILLON PARKWAY CITY: ST PETERSBURG STATE: FL ZIP: 33716 BUSINESS PHONE: 7275732453 MAIL ADDRESS: STREET 1: 880 CARILLON PARKWAY CITY: ST PETERSBURG STATE: FL ZIP: 33716 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000790502 XXXXXXXX 09-30-2015 09-30-2015 EAGLE ASSET MANAGEMENT INC
880 CARILLON PARKWAY ST PETERSBURG FL 33716
13F HOLDINGS REPORT 028-01666 28-06325 NY Life Inv Mgt N
Damian D. Sousa Chief Compliance Officer 727 567-4656 Damian D. Sousa St Petersburg FL 10-19-2015 1 642 14622713 false 1 028-06325 New York Life Investment Management LLC
INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 71687 505662 SH SOLE 505662 0 0 AAON INC COM 000360206 1579 81511 SH SOLE 81511 0 0 ABBOTT LABORATORIES COM 002824100 69800 1735470 SH SOLE 1735470 0 0 ABBVIE INC COM 00287Y109 2046 37608 SH SOLE 37608 0 0 ACADIA HEALTHCARE CO INC COM 00404A109 69504 1048807 SH SOLE 1 1048807 0 0 ACADIA PHARMACEUTICALS INC COM 004225108 20382 616354 SH SOLE 616354 0 0 ACORDA THERAPEUTICS INC COM 00484M106 51614 1946984 SH SOLE 1 1946984 0 0 ACUITY BRANDS INC COM 00508Y102 88547 504314 SH SOLE 504314 0 0 ADVANCED DRAINAGE SYSTEMS IN COM 00790R104 19309 667465 SH SOLE 667465 0 0 ADVISORY BOARD CO/THE COM 00762W107 40678 893244 SH SOLE 1 893244 0 0 AEGON N.V.-NY REG SHR NY Reg Shrs 007924103 203 35400 SH SOLE 35400 0 0 AERCAP HOLDINGS NV COM N00985106 25587 669138 SH SOLE 669138 0 0 AEROJET ROCKETDYNE HOLDINGS COM 007800105 1434 88682 SH SOLE 88682 0 0 AETNA INC COM 00817Y108 79613 727660 SH SOLE 727660 0 0 AFFILIATED MANAGERS GROUP COM 008252108 5354 31317 SH SOLE 31317 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 2552 74365 SH SOLE 74365 0 0 AIR LEASE CORP COM 00912X302 26711 863906 SH SOLE 1 863906 0 0 AIR METHODS CORP COM 009128307 37769 1107940 SH SOLE 1 1107940 0 0 AIRGAS INC COM 009363102 3675 41144 SH SOLE 41144 0 0 AKEBIA THERAPEUTICS INC COM 00972D105 31569 3268077 SH SOLE 1 3268077 0 0 AKORN INC COM 009728106 2571 90205 SH SOLE 90205 0 0 ALASKA AIR GROUP INC COM 011659109 2605 32800 SH SOLE 32800 0 0 ALBEMARLE CORP COM 012653101 435 9880 SH SOLE 9880 0 0 ALDER BIOPHARMACEUTICALS INC COM 014339105 38009 1160231 SH SOLE 1 1160231 0 0 ALIGN TECHNOLOGY INC COM 016255101 12397 218418 SH SOLE 218418 0 0 ALKERMES PLC COM G01767105 876 14931 SH SOLE 14931 0 0 ALLERGAN PLC COM G0177J108 70852 260671 SH SOLE 260671 0 0 ALLETE INC COM 018522300 17007 336853 SH SOLE 336853 0 0 ALLISON TRANSMISSION HOLDING COM 01973R101 13109 491165 SH SOLE 491165 0 0 ALLSTATE CORP COM 020002101 2934 50393 SH SOLE 50393 0 0 ALLY FINANCIAL INC COM 02005N100 2936 144099 SH SOLE 144099 0 0 ALTRIA GROUP INC COM 02209S103 45548 837286 SH SOLE 837286 0 0 AMDOCS LTD COM G02602103 7703 135429 SH SOLE 135429 0 0 AMERICAN ASSETS TRUST INC REIT 024013104 12178 298049 SH SOLE 298049 0 0 AMERICAN CAPITAL AGENCY CORP REIT 02503X105 4308 230413 SH SOLE 230413 0 0 AMERICAN EAGLE OUTFITTERS COM 02553E106 2302 147319 SH SOLE 147319 0 0 AMERICAN SOFTWARE INC-CL A COM 029683109 7337 778931 SH SOLE 778931 0 0 AMERIPRISE FINANCIAL INC COM 03076C106 31691 290399 SH SOLE 290399 0 0 AMERISOURCEBERGEN CORP COM 03073E105 15617 164415 SH SOLE 164415 0 0 AMETEK INC COM 031100100 6113 116856 SH SOLE 116856 0 0 AMGEN INC COM 031162100 4136 29906 SH SOLE 29906 0 0 AMPHENOL CORP-CL A COM 032095101 21463 421180 SH SOLE 421180 0 0 AMSURG CORP COM 03232P405 5237 67392 SH SOLE 67392 0 0 ANACOR PHARMACEUTICALS INC COM 032420101 138012 1172480 SH SOLE 1 1172480 0 0 ANGLOGOLD ASHANTI-SPON ADR ADR 035128206 101 12405 SH SOLE 12405 0 0 ANNALY CAPITAL MANAGEMENT IN REIT 035710409 2272 230256 SH SOLE 230256 0 0 ANSYS INC COM 03662Q105 59781 678252 SH SOLE 678252 0 0 ANTHEM INC COM 94973V107 3312 23662 SH SOLE 23662 0 0 APOGEE ENTERPRISES INC COM 037598109 19567 438251 SH SOLE 438251 0 0 APPLE INC COM 037833100 131640 1193475 SH SOLE 1193475 0 0 APPLIED MATERIALS INC COM 038222105 76574 5212724 SH SOLE 5212724 0 0 APTARGROUP INC COM 038336103 2185 33136 SH SOLE 33136 0 0 ARATANA THERAPEUTICS INC COM 03874P101 2453 290007 SH SOLE 290007 0 0 ARCHER-DANIELS-MIDLAND CO COM 039483102 2812 67853 SH SOLE 67853 0 0 ARCTIC CAT INC COM 039670104 6787 306036 SH SOLE 306036 0 0 ARTHUR J GALLAGHER & CO COM 363576109 4689 113603 SH SOLE 113603 0 0 ARTISAN PARTNERS ASSET MA -A COM 04316A108 14100 400233 SH SOLE 400233 0 0 ASHLAND INC COM 044209104 1868 18569 SH SOLE 18569 0 0 ASPEN TECHNOLOGY INC COM 045327103 43497 1147383 SH SOLE 1 1147383 0 0 ASTRONICS CORP COM 046433108 1558 38545 SH SOLE 38545 0 0 AT&T INC COM 00206R102 114354 3509957 SH SOLE 3509957 0 0 ATARA BIOTHERAPEUTICS INC COM 046513107 17682 562432 SH SOLE 1 562432 0 0 ATMEL CORP COM 049513104 23767 2945155 SH SOLE 2945155 0 0 AUTODESK INC COM 052769106 12544 284190 SH SOLE 284190 0 0 AUTOZONE INC COM 053332102 20456 28261 SH SOLE 28261 0 0 AVERY DENNISON CORP COM 053611109 2220 39253 SH SOLE 39253 0 0 B/E AEROSPACE INC COM 073302101 1677 38204 SH SOLE 38204 0 0 BALCHEM CORP COM 057665200 13694 225346 SH SOLE 225346 0 0 BANCO BILBAO VIZCAYA-SP ADR ADR 05946K101 126 15128 SH SOLE 15128 0 0 BANCO SANTANDER SA-SPON ADR ADR 05964H105 134 25510 SH SOLE 25510 0 0 BANK OF AMERICA CORP COM 060505104 2224 142806 SH SOLE 142806 0 0 BANK OF MONTREAL COM 063671101 2664 48846 SH SOLE 48846 0 0 BARNES GROUP INC COM 067806109 15900 441079 SH SOLE 441079 0 0 BB&T CORP COM 054937107 31311 879546 SH SOLE 879546 0 0 BEACON ROOFING SUPPLY INC COM 073685109 1559 47989 SH SOLE 47989 0 0 BELMOND LTD-CLASS A COM G67743107 31469 3112759 SH SOLE 1 3112759 0 0 BERRY PLASTICS GROUP INC COM 08579W103 8843 294096 SH SOLE 294096 0 0 BEST BUY CO INC COM 086516101 3314 89300 SH SOLE 89300 0 0 BGC PARTNERS INC-CL A COM 05541T101 12417 1510660 SH SOLE 1510660 0 0 BIOLASE INC COM 090911108 1008 1120133 SH SOLE 1120133 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 16002 151941 SH SOLE 151941 0 0 BIO-RAD LABORATORIES-A COM 090572207 5594 41652 SH SOLE 41652 0 0 BIO-TECHNE CORP COM 09073M104 3264 35311 SH SOLE 35311 0 0 BLOOMIN' BRANDS INC COM 094235108 8328 458129 SH SOLE 458129 0 0 BOJANGLES' INC COM 097488100 2666 157775 SH SOLE 1 157775 0 0 BOOT BARN HOLDINGS INC COM 099406100 1842 99958 SH SOLE 99958 0 0 BOOZ ALLEN HAMILTON HOLDINGS COM 099502106 14764 563301 SH SOLE 563301 0 0 BORGWARNER INC COM 099724106 3035 72996 SH SOLE 72996 0 0 BOSTON PROPERTIES INC REIT 101121101 2998 25326 SH SOLE 25326 0 0 BOTTOMLINE TECHNOLOGIES (DE) COM 101388106 2359 94341 SH SOLE 94341 0 0 BRIGHT HORIZONS FAMILY SOLUT COM 109194100 55809 868772 SH SOLE 1 868772 0 0 BRIXMOR PROPERTY GROUP INC REIT 11120U105 12702 540974 SH SOLE 540974 0 0 BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 21889 395475 SH SOLE 395475 0 0 BRUNSWICK CORP COM 117043109 79808 1666491 SH SOLE 1 1666491 0 0 BUFFALO WILD WINGS INC COM 119848109 50138 259205 SH SOLE 1 259205 0 0 BURLINGTON STORES INC COM 122017106 80890 1584838 SH SOLE 1584838 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 6372 164494 SH SOLE 164494 0 0 CACI INTERNATIONAL INC -CL A COM 127190304 11556 156236 SH SOLE 156236 0 0 CADENCE DESIGN SYS INC COM 127387108 32525 1572801 SH SOLE 1572801 0 0 CALAVO GROWERS INC COM 128246105 2160 48392 SH SOLE 48392 0 0 CAMDEN PROPERTY TRUST REIT 133131102 73739 997823 SH SOLE 997823 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 3635 59294 SH SOLE 59294 0 0 CAN IMPERIAL BK OF COMMERCE COM 136069101 2777 38595 SH SOLE 38595 0 0 CANTEL MEDICAL CORP COM 138098108 9806 172961 SH SOLE 172961 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 78860 1087430 SH SOLE 1087430 0 0 CARDINAL FINANCIAL CORP COM 14149F109 50640 2200806 SH SOLE 2200806 0 0 CARLISLE COS INC COM 142339100 2510 28733 SH SOLE 28733 0 0 CARNIVAL PLC-ADR ADR 14365C103 289 5599 SH SOLE 5599 0 0 CARRIZO OIL & GAS INC COM 144577103 2478 81140 SH SOLE 81140 0 0 CASEY'S GENERAL STORES INC COM 147528103 31089 302079 SH SOLE 1 302079 0 0 CATALENT INC COM 148806102 1714 70558 SH SOLE 70558 0 0 CATHAY GENERAL BANCORP COM 149150104 11068 369456 SH SOLE 369456 0 0 CATO CORP-CLASS A COM 149205106 6255 183837 SH SOLE 183837 0 0 CAVIUM INC COM 14964U108 120066 1956432 SH SOLE 1 1956432 0 0 CDW CORP/DE COM 12514G108 22424 548806 SH SOLE 548806 0 0 CEB INC COM 125134106 11880 173842 SH SOLE 173842 0 0 CELGENE CORP COM 151020104 4266 39438 SH SOLE 39438 0 0 CENTENE CORP COM 15135B101 152880 2819105 SH SOLE 1 2819105 0 0 CENTERPOINT ENERGY INC COM 15189T107 3610 200139 SH SOLE 200139 0 0 CENTRAL PACIFIC FINANCIAL CO COM 154760409 7918 377606 SH SOLE 377606 0 0 CENTURYLINK INC COM 156700106 3053 121548 SH SOLE 121548 0 0 CERNER CORP COM 156782104 8480 141444 SH SOLE 141444 0 0 CHART INDUSTRIES INC COM 16115Q308 10761 560222 SH SOLE 1 560222 0 0 CHEGG INC COM 163092109 842 116786 SH SOLE 116786 0 0 CHEMICAL FINANCIAL CORP COM 163731102 7226 223373 SH SOLE 223373 0 0 CHEMTURA CORP COM 163893209 32156 1123565 SH SOLE 1123565 0 0 CHEVRON CORP COM 166764100 47784 605783 SH SOLE 605783 0 0 CHICO'S FAS INC COM 168615102 12683 806309 SH SOLE 806309 0 0 CHILDREN'S PLACE INC/THE COM 168905107 8162 141530 SH SOLE 141530 0 0 CHIMERIX INC COM 16934W106 45350 1187183 SH SOLE 1 1187183 0 0 CHURCH & DWIGHT CO INC COM 171340102 34066 406038 SH SOLE 406038 0 0 CHUY'S HOLDINGS INC COM 171604101 37531 1321547 SH SOLE 1 1321547 0 0 CIGNA CORP COM 125509109 23230 172052 SH SOLE 172052 0 0 CIMAREX ENERGY CO COM 171798101 2878 28090 SH SOLE 28090 0 0 CISCO SYSTEMS INC COM 17275R102 128468 4894032 SH SOLE 4894032 0 0 CIT GROUP INC COM 125581801 1142 28551 SH SOLE 28551 0 0 CITIGROUP INC COM 172967424 58311 1175389 SH SOLE 1175389 0 0 CLARCOR INC COM 179895107 3232 67793 SH SOLE 67793 0 0 CLEAN HARBORS INC COM 184496107 1256 28566 SH SOLE 28566 0 0 CMS ENERGY CORP COM 125896100 2240 63446 SH SOLE 63446 0 0 CNO FINANCIAL GROUP INC COM 12621E103 17367 923302 SH SOLE 923302 0 0 COBIZ FINANCIAL INC COM 190897108 7861 604276 SH SOLE 604276 0 0 COCA-COLA CO/THE COM 191216100 26834 668859 SH SOLE 668859 0 0 COGNEX CORP COM 192422103 64598 1879497 SH SOLE 1 1879497 0 0 COHERENT INC COM 192479103 74502 1362014 SH SOLE 1 1362014 0 0 COLFAX CORP COM 194014106 48007 1605068 SH SOLE 1 1605068 0 0 COMMERCIAL VEHICLE GROUP INC COM 202608105 5114 1269201 SH SOLE 1269201 0 0 COMMSCOPE HOLDING CO INC COM 20337X109 14323 476970 SH SOLE 476970 0 0 CONCHO RESOURCES INC COM 20605P101 2025 20610 SH SOLE 20610 0 0 CONOCOPHILLIPS COM 20825C104 48511 1011502 SH SOLE 1011502 0 0 CONSTANT CONTACT INC COM 210313102 4026 166091 SH SOLE 166091 0 0 CONSTELLATION BRANDS INC-A COM 21036P108 49260 393422 SH SOLE 393422 0 0 CONTROL4 CORP COM 21240D107 3194 391495 SH SOLE 391495 0 0 CONTROLADORA VUELA CIA DE AV ADR 21240E105 238 15991 SH SOLE 15991 0 0 CONVERGYS CORP COM 212485106 15444 668305 SH SOLE 668305 0 0 COOPER COS INC/THE COM 216648402 15080 101309 SH SOLE 101309 0 0 COPART INC COM 217204106 1097 33369 SH SOLE 33369 0 0 CORE LABORATORIES N.V. COM N22717107 2537 25422 SH SOLE 25422 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 53083 1608599 SH SOLE 1 1608599 0 0 CORPORATE OFFICE PROPERTIES REIT 22002T108 4249 202067 SH SOLE 202067 0 0 COSTAR GROUP INC COM 22160N109 8826 51003 SH SOLE 51003 0 0 CRACKER BARREL OLD COUNTRY COM 22410J106 51574 350178 SH SOLE 1 350178 0 0 CROWN CASTLE INTL CORP REIT 22822V101 19092 242073 SH SOLE 242073 0 0 CROWN HOLDINGS INC COM 228368106 5119 111897 SH SOLE 111897 0 0 CVS HEALTH CORP COM 126650100 8174 84732 SH SOLE 84732 0 0 CYBERONICS INC COM 23251P102 9624 158355 SH SOLE 158355 0 0 DARLING INGREDIENTS INC COM 237266101 52272 4650574 SH SOLE 4650574 0 0 DELPHI AUTOMOTIVE PLC COM G27823106 74657 981819 SH SOLE 981819 0 0 DELTA AIR LINES INC COM 247361702 111941 2494799 SH SOLE 2494799 0 0 DELUXE CORP COM 248019101 21372 383431 SH SOLE 383431 0 0 DEMANDWARE INC COM 24802Y105 39975 773527 SH SOLE 1 773527 0 0 DENTSPLY INTERNATIONAL INC COM 249030107 2414 47746 SH SOLE 47746 0 0 DERMIRA INC COM 24983L104 29079 1245900 SH SOLE 1245900 0 0 DEVON ENERGY CORP COM 25179M103 25079 676171 SH SOLE 676171 0 0 DEXCOM INC COM 252131107 58908 686099 SH SOLE 1 686099 0 0 DIAMOND RESORTS INTERNATIONA COM 25272T104 12427 531319 SH SOLE 531319 0 0 DIAMONDBACK ENERGY INC COM 25278X109 66194 1024679 SH SOLE 1024679 0 0 DICK'S SPORTING GOODS INC COM 253393102 16368 329951 SH SOLE 329951 0 0 DIGITAL REALTY TRUST INC REIT 253868103 2899 44389 SH SOLE 44389 0 0 DIODES INC COM 254543101 9467 443036 SH SOLE 443036 0 0 DIREXION DLY SM CAP BEAR 3X ETP 25459Y488 1887 142360 SH SOLE 142360 0 0 DISCOVER FINANCIAL SERVICES COM 254709108 5002 96230 SH SOLE 96230 0 0 DOLLAR TREE INC COM 256746108 13982 209761 SH SOLE 209761 0 0 DOMINO'S PIZZA INC COM 25754A201 59901 555106 SH SOLE 555106 0 0 DOW CHEMICAL CO/THE COM 260543103 1917 45235 SH SOLE 45235 0 0 DST SYSTEMS INC COM 233326107 19621 186625 SH SOLE 186625 0 0 DU PONT (E.I.) DE NEMOURS COM 263534109 60201 1248985 SH SOLE 1248985 0 0 DUNKIN' BRANDS GROUP INC COM 265504100 4054 82744 SH SOLE 82744 0 0 DYAX CORP COM 26746E103 24379 1277079 SH SOLE 1 1277079 0 0 E*TRADE FINANCIAL CORP COM 269246401 4445 168839 SH SOLE 168839 0 0 EAGLE BANCORP INC COM 268948106 5445 119687 SH SOLE 119687 0 0 EAST WEST BANCORP INC COM 27579R104 3656 95175 SH SOLE 95175 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 5701 290873 SH SOLE 1 290873 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 21697 152615 SH SOLE 152615 0 0 ELDORADO RESORTS INC COM 28470R102 819 90799 SH SOLE 90799 0 0 ELECTRONIC ARTS INC COM 285512109 3466 51163 SH SOLE 51163 0 0 ELECTRONICS FOR IMAGING COM 286082102 23242 537036 SH SOLE 537036 0 0 ELLIE MAE INC COM 28849P100 4256 63940 SH SOLE 63940 0 0 EMCOR GROUP INC COM 29084Q100 41152 929997 SH SOLE 1 929997 0 0 EMERGENT BIOSOLUTIONS INC COM 29089Q105 17736 622564 SH SOLE 622564 0 0 ENANTA PHARMACEUTICALS INC COM 29251M106 38107 1054445 SH SOLE 1 1054445 0 0 ENDO INTERNATIONAL PLC COM G30401106 2366 34156 SH SOLE 34156 0 0 ENERGY TRANSFER PARTNERS LP MLP 29273R109 3183 77507 SH SOLE 77507 0 0 ENSIGN GROUP INC/THE COM 29358P101 16380 384252 SH SOLE 384252 0 0 ENSTAR GROUP LTD COM G3075P101 46040 306939 SH SOLE 1 306939 0 0 ENTEGRIS INC COM 29362U104 10536 798850 SH SOLE 798850 0 0 ENTERGY CORP COM 29364G103 1963 30158 SH SOLE 30158 0 0 ENVISION HEALTHCARE HOLDINGS COM 29413U103 24019 652871 SH SOLE 652871 0 0 EOG RESOURCES INC COM 26875P101 48829 670732 SH SOLE 670732 0 0 EPR PROPERTIES REIT 26884U109 2699 52339 SH SOLE 52339 0 0 ERICSSON (LM) TEL-SP ADR ADR 294821608 160 16387 SH SOLE 16387 0 0 ESSEX PROPERTY TRUST INC REIT 297178105 3813 17068 SH SOLE 17068 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 918 12776 SH SOLE 12776 0 0 EVERCORE PARTNERS INC-CL A COM 29977A105 4530 90169 SH SOLE 90169 0 0 EVEREST RE GROUP LTD COM G3223R108 6409 36979 SH SOLE 36979 0 0 EVERI HOLDINGS INC COM 30034T103 21575 4205753 SH SOLE 1 4205753 0 0 EXACT SCIENCES CORP COM 30063P105 19940 1108447 SH SOLE 1108447 0 0 EXAMWORKS GROUP INC COM 30066A105 6752 230947 SH SOLE 1 230947 0 0 EXELON CORP COM 30161N101 3263 109887 SH SOLE 109887 0 0 EXPEDITORS INTL WASH INC COM 302130109 3114 66201 SH SOLE 66201 0 0 EXPONENT INC COM 30214U102 14805 332258 SH SOLE 332258 0 0 EXXON MOBIL CORP COM 30231G102 4254 57226 SH SOLE 57226 0 0 F5 NETWORKS INC COM 315616102 3321 28680 SH SOLE 28680 0 0 FACTSET RESEARCH SYSTEMS INC COM 303075105 9924 62101 SH SOLE 62101 0 0 FASTENAL CO COM 311900104 2447 66848 SH SOLE 66848 0 0 FCB FINANCIAL HOLDINGS-CL A COM 30255G103 8329 255357 SH SOLE 255357 0 0 FEDERAL AGRIC MTG CORP-CL C COM 313148306 6333 244253 SH SOLE 244253 0 0 FIBRIA CELULOSE SA-SPON ADR ADR 31573A109 143 10570 SH SOLE 10570 0 0 FINANCIAL ENGINES INC COM 317485100 3306 112208 SH SOLE 112208 0 0 FINISAR CORPORATION COM 31787A507 32032 2878044 SH SOLE 1 2878044 0 0 FIREEYE INC COM 31816Q101 7201 226323 SH SOLE 226323 0 0 FIRST FINANCIAL BANCORP COM 320209109 8566 448970 SH SOLE 448970 0 0 FIRST MIDWEST BANCORP INC/IL COM 320867104 2432 138699 SH SOLE 138699 0 0 FIRST REPUBLIC BANK/CA COM 33616C100 3699 58930 SH SOLE 58930 0 0 FISERV INC COM 337738108 3797 43850 SH SOLE 43850 0 0 FITBIT INC - A COM 33812L102 21447 569044 SH SOLE 569044 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 8234 59833 SH SOLE 59833 0 0 FLIR SYSTEMS INC COM 302445101 5073 181249 SH SOLE 181249 0 0 FMC TECHNOLOGIES INC COM 30249U101 1728 55745 SH SOLE 55745 0 0 FOOT LOCKER INC COM 344849104 3121 43367 SH SOLE 43367 0 0 FORD MOTOR CO COM 345370860 4953 365001 SH SOLE 365001 0 0 FOREST CITY ENTERPRISES-CL A COM 345550107 13784 684751 SH SOLE 684751 0 0 FORTINET INC COM 34959E109 127312 2997007 SH SOLE 1 2997007 0 0 FORTRESS INVESTMENT GRP-CL A MLP 34958B106 3890 701054 SH SOLE 1 701054 0 0 FORTUNE BRANDS HOME & SECURI COM 34964C106 16616 350037 SH SOLE 350037 0 0 FORUM ENERGY TECHNOLOGIES IN COM 34984V100 818 67056 SH SOLE 67056 0 0 GARTNER INC COM 366651107 17759 211602 SH SOLE 211602 0 0 GENERAL ELECTRIC CO COM 369604103 3621 143580 SH SOLE 143580 0 0 GENERAL MILLS INC COM 370334104 29012 516875 SH SOLE 516875 0 0 GENESCO INC COM 371532102 158733 2781376 SH SOLE 1 2781376 0 0 GENESEE & WYOMING INC-CL A COM 371559105 4569 77352 SH SOLE 77352 0 0 GENTHERM INC COM 37253A103 5342 118926 SH SOLE 118926 0 0 GEO GROUP INC/THE REIT 36162J106 72241 2429095 SH SOLE 1 2429095 0 0 GEOSPACE TECHNOLOGIES CORP COM 37364X109 12828 928909 SH SOLE 1 928909 0 0 GILEAD SCIENCES INC COM 375558103 6841 69676 SH SOLE 69676 0 0 GLOBUS MEDICAL INC - A COM 379577208 3904 189003 SH SOLE 189003 0 0 GOOGLE INC-CL A COM 38259P508 3452 5409 SH SOLE 5409 0 0 GOOGLE INC-CL C COM 38259P706 1998 3284 SH SOLE 3284 0 0 GRACO INC COM 384109104 1597 23828 SH SOLE 23828 0 0 GRAND CANYON EDUCATION INC COM 38526M106 3323 87476 SH SOLE 1 87476 0 0 GRAPHIC PACKAGING HOLDING CO COM 388689101 12049 942076 SH SOLE 942076 0 0 GREAT WESTERN BANCORP INC COM 391416104 7732 304797 SH SOLE 304797 0 0 GUGGENHEIM S&P 500 EQUAL WEI ETP 78355W106 248 3372 SH SOLE 3372 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 61153 1163062 SH SOLE 1 1163062 0 0 GULFPORT ENERGY CORP COM 402635304 35303 1189481 SH SOLE 1189481 0 0 H&E EQUIPMENT SERVICES INC COM 404030108 11150 666924 SH SOLE 666924 0 0 HAIN CELESTIAL GROUP INC COM 405217100 38435 744876 SH SOLE 744876 0 0 HALLIBURTON CO COM 406216101 42935 1214592 SH SOLE 1214592 0 0 HANESBRANDS INC COM 410345102 7179 248075 SH SOLE 248075 0 0 HARMAN INTERNATIONAL COM 413086109 39254 408947 SH SOLE 408947 0 0 HD SUPPLY HOLDINGS INC COM 40416M105 19599 684803 SH SOLE 684803 0 0 HEADWATERS INC COM 42210P102 3825 203459 SH SOLE 1 203459 0 0 HEALTHCARE SERVICES GROUP COM 421906108 4833 143412 SH SOLE 143412 0 0 HEALTHSOUTH CORP COM 421924309 51641 1345886 SH SOLE 1 1345886 0 0 HEICO CORP COM 422806109 4514 92369 SH SOLE 92369 0 0 HELIX ENERGY SOLUTIONS GROUP COM 42330P107 952 198892 SH SOLE 198892 0 0 HELMERICH & PAYNE COM 423452101 7964 168535 SH SOLE 168535 0 0 HERMAN MILLER INC COM 600544100 12637 438192 SH SOLE 438192 0 0 HEWLETT-PACKARD CO COM 428236103 3569 139386 SH SOLE 139386 0 0 HEXCEL CORP COM 428291108 101624 2265359 SH SOLE 1 2265359 0 0 HFF INC-CLASS A COM 40418F108 39705 1176120 SH SOLE 1176120 0 0 HIGHWOODS PROPERTIES INC REIT 431284108 2049 52894 SH SOLE 52894 0 0 HMS HOLDINGS CORP COM 40425J101 7587 865172 SH SOLE 1 865172 0 0 HOME DEPOT INC COM 437076102 96236 833288 SH SOLE 833288 0 0 HOMEAWAY INC COM 43739Q100 35192 1326009 SH SOLE 1 1326009 0 0 HONEYWELL INTERNATIONAL INC COM 438516106 152094 1606240 SH SOLE 1606240 0 0 HOST HOTELS & RESORTS INC REIT 44107P104 1552 98193 SH SOLE 98193 0 0 HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 21269 1047219 SH SOLE 1047219 0 0 HRG GROUP INC COM 40434J100 15727 1340799 SH SOLE 1340799 0 0 HSBC HOLDINGS PLC-SPONS ADR ADR 404280406 256 6766 SH SOLE 6766 0 0 HSN INC COM 404303109 48848 853401 SH SOLE 853401 0 0 HUDSON PACIFIC PROPERTIES IN REIT 444097109 3921 136198 SH SOLE 136198 0 0 HUNT (JB) TRANSPRT SVCS INC COM 445658107 2922 40933 SH SOLE 40933 0 0 HUNTSMAN CORP COM 447011107 37993 3920863 SH SOLE 1 3920863 0 0 HURON CONSULTING GROUP INC COM 447462102 18320 292992 SH SOLE 292992 0 0 ICU MEDICAL INC COM 44930G107 23041 210427 SH SOLE 210427 0 0 IDEX CORP COM 45167R104 4311 60476 SH SOLE 60476 0 0 IDEXX LABORATORIES INC COM 45168D104 2485 33474 SH SOLE 33474 0 0 IHS INC-CLASS A COM 451734107 23232 200280 SH SOLE 200280 0 0 IMPERVA INC COM 45321L100 87466 1335771 SH SOLE 1 1335771 0 0 INC RESEARCH HOLDINGS INC-A COM 45329R109 16475 411881 SH SOLE 411881 0 0 ING GROEP N.V.-SPONSORED ADR ADR 456837103 198 14020 SH SOLE 14020 0 0 INGERSOLL-RAND PLC COM G47791101 52381 1031751 SH SOLE 1031751 0 0 INTEGRA LIFESCIENCES HOLDING COM 457985208 5251 88187 SH SOLE 88187 0 0 INTEL CORP COM 458140100 2622 87010 SH SOLE 87010 0 0 INTER PARFUMS INC COM 458334109 13546 546022 SH SOLE 546022 0 0 INTL BUSINESS MACHINES CORP COM 459200101 1380 9521 SH SOLE 9521 0 0 INTRAWEST RESORTS HOLDINGS I COM 46090K109 16222 1873276 SH SOLE 1873276 0 0 INTUITIVE SURGICAL INC COM 46120E602 11915 25928 SH SOLE 25928 0 0 INVESCO LTD COM G491BT108 3864 123747 SH SOLE 123747 0 0 IPG PHOTONICS CORP COM 44980X109 97240 1279990 SH SOLE 1 1279990 0 0 ISHARES IBOXX HIGH YIELD COR ETP 464288513 7752 93080 SH SOLE 93080 0 0 ISHARES RUSSELL 2000 ETF ETP 464287655 811 7428 SH SOLE 7428 0 0 ISHARES RUSSELL 2000 GROWTH ETP 464287648 249 1860 SH SOLE 1860 0 0 ISHARES RUSSELL MID-CAP ETF ETP 464287499 381 2450 SH SOLE 2450 0 0 J & J SNACK FOODS CORP COM 466032109 4745 41756 SH SOLE 41756 0 0 J2 GLOBAL INC COM 48123V102 19709 278183 SH SOLE 278183 0 0 JACK IN THE BOX INC COM 466367109 31583 409958 SH SOLE 409958 0 0 JAMES RIVER GROUP HOLDINGS L COM G5005R107 2668 99090 SH SOLE 99090 0 0 JARDEN CORP COM 471109108 8952 183159 SH SOLE 183159 0 0 JAZZ PHARMACEUTICALS PLC COM G50871105 1967 14812 SH SOLE 14812 0 0 JETBLUE AIRWAYS CORP COM 477143101 164428 6380622 SH SOLE 1 6380622 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 4279 111893 SH SOLE 1 111893 0 0 JOHNSON & JOHNSON COM 478160104 87373 935978 SH SOLE 935978 0 0 JPMORGAN CHASE & CO COM 46625H100 50812 833395 SH SOLE 833395 0 0 JUNIPER NETWORKS INC COM 48203R104 2134 83037 SH SOLE 83037 0 0 KADANT INC COM 48282T104 5872 150549 SH SOLE 150549 0 0 KAISER ALUMINUM CORP COM 483007704 14049 175077 SH SOLE 175077 0 0 KB HOME COM 48666K109 42789 3157897 SH SOLE 1 3157897 0 0 KEYCORP COM 493267108 3689 283552 SH SOLE 283552 0 0 KINDER MORGAN INC COM 49456B101 2217 80099 SH SOLE 80099 0 0 KITE REALTY GROUP TRUST REIT 49803T300 15631 656516 SH SOLE 656516 0 0 KOREA ELEC POWER CORP-SP ADR ADR 500631106 242 11829 SH SOLE 11829 0 0 KORN/FERRY INTERNATIONAL COM 500643200 37924 1146806 SH SOLE 1146806 0 0 KROGER CO COM 501044101 8785 243580 SH SOLE 243580 0 0 KT CORP-SP ADR ADR 48268K101 169 12935 SH SOLE 12935 0 0 LAM RESEARCH CORP COM 512807108 1429 21886 SH SOLE 21886 0 0 LANDSTAR SYSTEM INC COM 515098101 63073 993757 SH SOLE 1 993757 0 0 LAZARD LTD-CL A MLP G54050102 2937 67835 SH SOLE 67835 0 0 LEAR CORP COM 521865204 5900 54243 SH SOLE 54243 0 0 LENNAR CORP-A COM 526057104 19259 400162 SH SOLE 400162 0 0 LIBERTY INTERACTIVE CORP Q-A Tracking Stk 53071M104 31959 1218434 SH SOLE 1218434 0 0 LIBERTY MEDIA CORP - A COM 531229102 1918 53710 SH SOLE 53710 0 0 LIBERTY VENTURES - SER A Tracking Stk 53071M880 18059 447559 SH SOLE 447559 0 0 LIFELOCK INC COM 53224V100 21720 2479497 SH SOLE 2479497 0 0 LIGAND PHARMACEUTICALS COM 53220K504 10838 126540 SH SOLE 126540 0 0 LINKEDIN CORP - A COM 53578A108 7704 40522 SH SOLE 40522 0 0 LKQ CORP COM 501889208 5955 210012 SH SOLE 210012 0 0 LLOYDS BANKING GROUP PLC-ADR ADR 539439109 212 46273 SH SOLE 46273 0 0 LOCKHEED MARTIN CORP COM 539830109 4485 21637 SH SOLE 21637 0 0 LOGMEIN INC COM 54142L109 30336 445073 SH SOLE 445073 0 0 LOWE'S COS INC COM 548661107 1571 22799 SH SOLE 22799 0 0 LSB INDUSTRIES INC COM 502160104 689 45033 SH SOLE 45033 0 0 LYONDELLBASELL INDU-CL A COM N53745100 50491 605710 SH SOLE 605710 0 0 MACQUARIE INFRASTRUCTURE COR COM 55608B105 13940 186724 SH SOLE 186724 0 0 MACY'S INC COM 55616P104 14690 286262 SH SOLE 286262 0 0 MAIDEN HOLDINGS LTD COM G5753U112 13821 995766 SH SOLE 995766 0 0 MANHATTAN ASSOCIATES INC COM 562750109 64945 1042465 SH SOLE 1 1042465 0 0 MARINEMAX INC COM 567908108 11226 794508 SH SOLE 1 794508 0 0 MARTHA STEWART LIVING-A COM 573083102 10166 1705757 SH SOLE 1705757 0 0 MARTIN MARIETTA MATERIALS COM 573284106 128060 842782 SH SOLE 1 842782 0 0 MASCO CORP COM 574599106 1802 71602 SH SOLE 71602 0 0 MASIMO CORP COM 574795100 2663 69085 SH SOLE 69085 0 0 MASONITE INTERNATIONAL CORP COM 575385109 13335 220133 SH SOLE 220133 0 0 MATTRESS FIRM HOLDING CORP COM 57722W106 4491 107562 SH SOLE 107562 0 0 MAXIMUS INC COM 577933104 10432 175165 SH SOLE 175165 0 0 MCDONALD'S CORP COM 580135101 55023 558444 SH SOLE 558444 0 0 MCKESSON CORP COM 58155Q103 5216 28192 SH SOLE 28192 0 0 MDC PARTNERS INC-A COM 552697104 3026 164197 SH SOLE 164197 0 0 MEDASSETS INC COM 584045108 29311 1461189 SH SOLE 1 1461189 0 0 MEDICINES COMPANY COM 584688105 45470 1197846 SH SOLE 1 1197846 0 0 MEDIDATA SOLUTIONS INC COM 58471A105 40820 969373 SH SOLE 1 969373 0 0 MEDIVATION INC COM 58501N101 10583 249032 SH SOLE 249032 0 0 MEDNAX INC COM 58502B106 72046 938231 SH SOLE 938231 0 0 MEDTRONIC PLC COM 585055106 2751 41102 SH SOLE 41102 0 0 MERCK & CO. INC. COM 58933Y105 70502 1427460 SH SOLE 1427460 0 0 MGIC INVESTMENT CORP COM 552848103 56417 6092599 SH SOLE 1 6092599 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 15296 354985 SH SOLE 354985 0 0 MICROSOFT CORP COM 594918104 187559 4237683 SH SOLE 4237683 0 0 MIDDLEBY CORP COM 596278101 11599 110269 SH SOLE 110269 0 0 MITSUBISHI UFJ FINL-SPON ADR ADR 606822104 355 58398 SH SOLE 58398 0 0 MIZUHO FINANCIAL GROUP-ADR ADR 60687Y109 180 48730 SH SOLE 48730 0 0 MOBILEYE NV COM N51488117 13593 298889 SH SOLE 298889 0 0 MOHAWK INDUSTRIES INC COM 608190104 2258 12425 SH SOLE 12425 0 0 MONOTYPE IMAGING HOLDINGS IN COM 61022P100 3078 141079 SH SOLE 141079 0 0 MONRO MUFFLER BRAKE INC COM 610236101 4683 69330 SH SOLE 69330 0 0 MONSTER BEVERAGE CORP COM 61174X109 53694 397328 SH SOLE 397328 0 0 MSC INDUSTRIAL DIRECT CO-A COM 553530106 1578 25863 SH SOLE 25863 0 0 MULTI-COLOR CORP COM 625383104 11999 156879 SH SOLE 156879 0 0 MYLAN NV COM 628530107 15154 376406 SH SOLE 376406 0 0 NASDAQ INC COM 631103108 10009 187681 SH SOLE 187681 0 0 NATIONAL GENERAL HLDGS COM 636220303 7551 391477 SH SOLE 391477 0 0 NATIONAL GRID PLC-SP ADR ADR 636274300 4026 57826 SH SOLE 57826 0 0 NATURAL GROCERS BY VITAMIN C COM 63888U108 7121 313840 SH SOLE 1 313840 0 0 NATUS MEDICAL INC COM 639050103 121749 3086162 SH SOLE 1 3086162 0 0 NEENAH PAPER INC COM 640079109 6750 115830 SH SOLE 115830 0 0 NEKTAR THERAPEUTICS COM 640268108 6358 580156 SH SOLE 580156 0 0 NEOGEN CORP COM 640491106 9711 215858 SH SOLE 215858 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 44251 1112132 SH SOLE 1 1112132 0 0 NEUSTAR INC-CLASS A COM 64126X201 18304 672696 SH SOLE 672696 0 0 NEW RESIDENTIAL INVESTMENT REIT 64828T201 14910 1138174 SH SOLE 1138174 0 0 NICE SYSTEMS LTD-SPONS ADR ADR 653656108 11535 204785 SH SOLE 204785 0 0 NIPPON TELEGRAPH & TELE-ADR ADR 654624105 293 8321 SH SOLE 8321 0 0 NORTHROP GRUMMAN CORP COM 666807102 5015 30222 SH SOLE 30222 0 0 NORTHWEST PIPE CO COM 667746101 4177 319834 SH SOLE 1 319834 0 0 NOVARTIS AG-SPONSORED ADR ADR 66987V109 558 6080 SH SOLE 6080 0 0 NOVAVAX INC COM 670002104 5837 825706 SH SOLE 825706 0 0 NOVO-NORDISK A/S-SPONS ADR ADR 670100205 251 4638 SH SOLE 4638 0 0 NRG ENERGY INC COM 629377508 1474 99324 SH SOLE 99324 0 0 NTN BUZZTIME INC COM 629410309 1544 4609610 SH SOLE 4609610 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 4471 273162 SH SOLE 273162 0 0 NUTRISYSTEM INC COM 67069D108 33666 1269477 SH SOLE 1269477 0 0 NUVASIVE INC COM 670704105 30854 639866 SH SOLE 1 639866 0 0 OASIS PETROLEUM INC COM 674215108 1039 119796 SH SOLE 119796 0 0 OCCIDENTAL PETROLEUM CORP COM 674599105 56664 856612 SH SOLE 856612 0 0 OCEANEERING INTL INC COM 675232102 36777 936303 SH SOLE 936303 0 0 OIL STATES INTERNATIONAL INC COM 678026105 871 33354 SH SOLE 33354 0 0 OLD DOMINION FREIGHT LINE COM 679580100 13349 218838 SH SOLE 218838 0 0 OMNICELL INC COM 68213N109 2808 90293 SH SOLE 90293 0 0 OMNICOM GROUP COM 681919106 57132 866965 SH SOLE 866965 0 0 OPEN TEXT CORP COM 683715106 2328 52030 SH SOLE 52030 0 0 OPHTHOTECH CORP COM 683745103 42988 1060922 SH SOLE 1 1060922 0 0 ORANGE-SPON ADR ADR 684060106 284 18843 SH SOLE 18843 0 0 O'REILLY AUTOMOTIVE INC COM 67103H107 18351 73406 SH SOLE 73406 0 0 OWENS CORNING COM 690742101 15556 371197 SH SOLE 371197 0 0 P G & E CORP COM 69331C108 39745 752751 SH SOLE 752751 0 0 PACIFIC PREMIER BANCORP INC COM 69478X105 8678 427073 SH SOLE 427073 0 0 PACWEST BANCORP COM 695263103 2119 49510 SH SOLE 49510 0 0 PALO ALTO NETWORKS INC COM 697435105 35739 207786 SH SOLE 1 207786 0 0 PARAMOUNT GROUP INC REIT 69924R108 28360 1688103 SH SOLE 1688103 0 0 PAREXEL INTERNATIONAL CORP COM 699462107 40257 650157 SH SOLE 1 650157 0 0 PATTERSON-UTI ENERGY INC COM 703481101 13699 1042601 SH SOLE 1042601 0 0 PAYCOM SOFTWARE INC COM 70432V102 1212 33757 SH SOLE 33757 0 0 PAYLOCITY HOLDING CORP COM 70438V106 7424 247553 SH SOLE 1 247553 0 0 PEBBLEBROOK HOTEL TRUST REIT 70509V100 19480 549506 SH SOLE 549506 0 0 PENN NATIONAL GAMING INC COM 707569109 23292 1388103 SH SOLE 1 1388103 0 0 PEPSICO INC COM 713448108 69018 731903 SH SOLE 731903 0 0 PERKINELMER INC COM 714046109 1273 27698 SH SOLE 27698 0 0 PERRIGO CO PLC COM G97822103 2084 13252 SH SOLE 13252 0 0 PFIZER INC COM 717081103 118887 3785007 SH SOLE 3785007 0 0 PGT INC COM 69336V101 3931 320134 SH SOLE 1 320134 0 0 PHILIP MORRIS INTERNATIONAL COM 718172109 2907 36652 SH SOLE 36652 0 0 PINNACLE FOODS INC COM 72348P104 23651 564752 SH SOLE 564752 0 0 PLAINS ALL AMER PIPELINE LP MLP 726503105 2037 67068 SH SOLE 67068 0 0 PLANTRONICS INC COM 727493108 4991 98165 SH SOLE 98165 0 0 PLATFORM SPECIALTY PRODUCTS COM 72766Q105 1176 93005 SH SOLE 93005 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 39792 446099 SH SOLE 446099 0 0 POLARIS INDUSTRIES INC COM 731068102 2389 19935 SH SOLE 19935 0 0 POOL CORP COM 73278L105 15309 211748 SH SOLE 1 211748 0 0 POPEYES LOUISIANA KITCHEN IN COM 732872106 5051 89638 SH SOLE 89638 0 0 POPULAR INC COM 733174700 13247 438208 SH SOLE 438208 0 0 PORTOLA PHARMACEUTICALS INC COM 737010108 52618 1234603 SH SOLE 1 1234603 0 0 POWER INTEGRATIONS INC COM 739276103 5219 123767 SH SOLE 123767 0 0 PPL CORP COM 69351T106 3279 99721 SH SOLE 99721 0 0 PRA GROUP INC COM 69354N106 24446 461958 SH SOLE 1 461958 0 0 PRA HEALTH SCIENCES INC COM 69354M108 37668 970084 SH SOLE 970084 0 0 PRESS GANEY HOLDINGS INC COM 74113L102 6775 228969 SH SOLE 228969 0 0 PRESTIGE BRANDS HOLDINGS INC COM 74112D101 68668 1520552 SH SOLE 1 1520552 0 0 PRIMORIS SERVICES CORP COM 74164F103 4505 251589 SH SOLE 251589 0 0 PROASSURANCE CORP COM 74267C106 28500 580803 SH SOLE 580803 0 0 PROCTER & GAMBLE CO/THE COM 742718109 136927 1903353 SH SOLE 1903353 0 0 PROLOGIS INC REIT 74340W103 45262 1163562 SH SOLE 1163562 0 0 PROOFPOINT INC COM 743424103 75497 1251618 SH SOLE 1251618 0 0 PROTO LABS INC COM 743713109 27201 405996 SH SOLE 1 405996 0 0 PRUDENTIAL FINANCIAL INC COM 744320102 4217 55334 SH SOLE 55334 0 0 PTC INC COM 69370C100 74382 2343506 SH SOLE 1 2343506 0 0 PVH CORP COM 693656100 3375 33110 SH SOLE 33110 0 0 QIAGEN N.V. COM N72482107 10840 420189 SH SOLE 420189 0 0 QLIK TECHNOLOGIES INC COM 74733T105 6213 170465 SH SOLE 170465 0 0 QORVO INC COM 74736K101 44945 997678 SH SOLE 1 997678 0 0 QUAKER CHEMICAL CORP COM 747316107 103492 1342661 SH SOLE 1 1342661 0 0 QUALYS INC COM 74758T303 64695 2273221 SH SOLE 1 2273221 0 0 QUANTA SERVICES INC COM 74762E102 3170 130974 SH SOLE 130974 0 0 QUINTILES TRANSNATIONAL HOLD COM 74876Y101 17720 254717 SH SOLE 254717 0 0 QUMU CORP COM 749063103 701 181857 SH SOLE 181857 0 0 RADIAN GROUP INC COM 750236101 16036 1007976 SH SOLE 1007976 0 0 RANGE RESOURCES CORP COM 75281A109 1990 61975 SH SOLE 61975 0 0 RAYTHEON COMPANY COM 755111507 4559 41734 SH SOLE 41734 0 0 RBC BEARINGS INC COM 75524B104 1852 31012 SH SOLE 31012 0 0 REALPAGE INC COM 75606N109 33823 2035098 SH SOLE 2035098 0 0 REGAL ENTERTAINMENT GROUP-A COM 758766109 96222 5148318 SH SOLE 5148318 0 0 REINSURANCE GROUP OF AMERICA COM 759351604 1034 11418 SH SOLE 11418 0 0 RELIANCE STEEL & ALUMINUM COM 759509102 1805 33422 SH SOLE 33422 0 0 REPLIGEN CORP COM 759916109 7596 272781 SH SOLE 272781 0 0 RESTORATION HARDWARE HOLDING COM 761283100 21870 234383 SH SOLE 234383 0 0 REYNOLDS AMERICAN INC COM 761713106 7454 168390 SH SOLE 168390 0 0 RICE ENERGY INC COM 762760106 25495 1577690 SH SOLE 1 1577690 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 3552 137282 SH SOLE 137282 0 0 ROADRUNNER TRANSPORTATION SY COM 76973Q105 3579 194527 SH SOLE 194527 0 0 ROPER TECHNOLOGIES INC COM 776696106 11479 73260 SH SOLE 73260 0 0 ROSS STORES INC COM 778296103 11018 227334 SH SOLE 227334 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 39254 440616 SH SOLE 440616 0 0 RPM INTERNATIONAL INC COM 749685103 11455 273466 SH SOLE 273466 0 0 RSP PERMIAN INC COM 74978Q105 61310 3027683 SH SOLE 1 3027683 0 0 RUDOLPH TECHNOLOGIES INC COM 781270103 7726 620581 SH SOLE 620581 0 0 SABRE CORP COM 78573M104 60951 2242507 SH SOLE 2242507 0 0 SAGE THERAPEUTICS INC COM 78667J108 31816 751803 SH SOLE 1 751803 0 0 SAGENT PHARMACEUTICALS INC COM 786692103 5625 366929 SH SOLE 366929 0 0 SALLY BEAUTY HOLDINGS INC COM 79546E104 13575 571590 SH SOLE 571590 0 0 SBA COMMUNICATIONS CORP-CL A COM 78388J106 28281 270018 SH SOLE 270018 0 0 SCIENCE APPLICATIONS INTE COM 808625107 12701 315872 SH SOLE 315872 0 0 SCIQUEST INC COM 80908T101 1400 140080 SH SOLE 140080 0 0 SEAGATE TECHNOLOGY COM G7945M107 3049 68067 SH SOLE 68067 0 0 SEATTLE GENETICS INC COM 812578102 11461 297245 SH SOLE 297245 0 0 SEAWORLD ENTERTAINMENT INC COM 81282V100 10485 588726 SH SOLE 588726 0 0 SELECTIVE INSURANCE GROUP COM 816300107 2422 77988 SH SOLE 77988 0 0 SEMPRA ENERGY COM 816851109 36901 381533 SH SOLE 381533 0 0 SEMTECH CORP COM 816850101 1114 73797 SH SOLE 73797 0 0 SENECA FOODS CORP - CL A COM 817070501 3923 148890 SH SOLE 148890 0 0 SENSATA TECHNOLOGIES HOLDING COM N7902X106 21426 483242 SH SOLE 483242 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 15778 257395 SH SOLE 257395 0 0 SERVICEMASTER GLOBAL HOLDING COM 81761R109 13440 400611 SH SOLE 400611 0 0 SERVICENOW INC COM 81762P102 19644 282864 SH SOLE 282864 0 0 SHERWIN-WILLIAMS CO/THE COM 824348106 15242 68419 SH SOLE 68419 0 0 SIGNATURE BANK COM 82669G104 23363 169840 SH SOLE 169840 0 0 SILGAN HOLDINGS INC COM 827048109 1025 19707 SH SOLE 19707 0 0 SIMON PROPERTY GROUP INC REIT 828806109 13311 72457 SH SOLE 72457 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 37806 10108782 SH SOLE 10108782 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 72159 773086 SH SOLE 773086 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 40142 476696 SH SOLE 476696 0 0 SM ENERGY CO COM 78454L100 1492 46578 SH SOLE 46578 0 0 SMITH & NEPHEW PLC -SPON ADR ADR 83175M205 224 6414 SH SOLE 6414 0 0 SMITH (A.O.) CORP COM 831865209 15960 244838 SH SOLE 244838 0 0 SNYDERS-LANCE INC COM 833551104 21877 648621 SH SOLE 648621 0 0 SOLARWINDS INC COM 83416B109 11537 294022 SH SOLE 294022 0 0 SONUS NETWORKS INC COM 835916107 431 75444 SH SOLE 75444 0 0 SOTHEBY'S COM 835898107 34977 1093735 SH SOLE 1 1093735 0 0 SOUTH STATE CORP COM 840441109 5875 76429 SH SOLE 76429 0 0 SOUTHERN CO/THE COM 842587107 3153 70537 SH SOLE 70537 0 0 SOUTHWEST AIRLINES CO COM 844741108 14477 380581 SH SOLE 380581 0 0 SPDR BARCLAYS HIGH YIELD BD ETP 78464A417 7689 215620 SH SOLE 215620 0 0 SPLUNK INC COM 848637104 14985 270744 SH SOLE 270744 0 0 SPS COMMERCE INC COM 78463M107 3710 54651 SH SOLE 54651 0 0 SS&C TECHNOLOGIES HOLDINGS COM 78467J100 8089 115499 SH SOLE 115499 0 0 ST JUDE MEDICAL INC COM 790849103 100011 1585218 SH SOLE 1585218 0 0 STAG INDUSTRIAL INC REIT 85254J102 12610 692477 SH SOLE 692477 0 0 STAMPS.COM INC COM 852857200 6188 83618 SH SOLE 83618 0 0 STARWOOD HOTELS & RESORTS COM 85590A401 13847 208290 SH SOLE 208290 0 0 STATE BANK FINANCIAL CORP COM 856190103 10909 527531 SH SOLE 527531 0 0 STEEL DYNAMICS INC COM 858119100 3545 206387 SH SOLE 206387 0 0 STERICYCLE INC COM 858912108 7023 50418 SH SOLE 50418 0 0 STERIS CORP COM 859152100 25672 395143 SH SOLE 1 395143 0 0 STEVEN MADDEN LTD COM 556269108 82372 2249386 SH SOLE 1 2249386 0 0 STIFEL FINANCIAL CORP COM 860630102 88722 2107423 SH SOLE 1 2107423 0 0 SUMITOMO MITSUI-SPONS ADR ADR 86562M209 277 36381 SH SOLE 36381 0 0 SUMMIT MATERIALS INC -CL A COM 86614U100 3378 180006 SH SOLE 1 180006 0 0 SUPERIOR ENERGY SERVICES INC COM 868157108 656 52014 SH SOLE 52014 0 0 SURGICAL CARE AFFILIATES INC COM 86881L106 16553 506376 SH SOLE 506376 0 0 SVB FINANCIAL GROUP COM 78486Q101 4118 35643 SH SOLE 35643 0 0 SWIFT TRANSPORTATION CO COM 87074U101 11791 785081 SH SOLE 785081 0 0 SYNERGY RESOURCES CORP COM 87164P103 4328 441731 SH SOLE 441731 0 0 SYNOPSYS INC COM 871607107 13759 297954 SH SOLE 297954 0 0 SYNOVUS FINANCIAL CORP COM 87161C501 65064 2198137 SH SOLE 1 2198137 0 0 SYSCO CORP COM 871829107 63110 1619463 SH SOLE 1619463 0 0 TABLEAU SOFTWARE INC-CL A COM 87336U105 15095 189208 SH SOLE 1 189208 0 0 TALMER BANCORP INC -CL A COM 87482X101 9840 591041 SH SOLE 591041 0 0 TD AMERITRADE HOLDING CORP COM 87236Y108 15386 483234 SH SOLE 483234 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 72428 1340523 SH SOLE 1 1340523 0 0 TERADYNE INC COM 880770102 17174 953588 SH SOLE 953588 0 0 TERRENO REALTY CORP REIT 88146M101 3395 172892 SH SOLE 172892 0 0 TEVA PHARMACEUTICAL-SP ADR ADR 881624209 223 3961 SH SOLE 3961 0 0 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 64274 1226152 SH SOLE 1226152 0 0 TEXAS ROADHOUSE INC COM 882681109 21130 568022 SH SOLE 568022 0 0 THERMON GROUP HOLDINGS INC COM 88362T103 35279 1716755 SH SOLE 1 1716755 0 0 THORATEC CORP COM 885175307 132184 2089543 SH SOLE 1 2089543 0 0 TIME WARNER INC COM 887317303 2092 30435 SH SOLE 30435 0 0 TORO CO COM 891092108 4012 56889 SH SOLE 56889 0 0 TOTAL SA-SPON ADR ADR 89151E109 64012 1431722 SH SOLE 1431722 0 0 TOWER SEMICONDUCTOR LTD COM M87915274 4715 366425 SH SOLE 366425 0 0 TOYOTA MOTOR CORP -SPON ADR ADR 892331307 444 3793 SH SOLE 3793 0 0 TRACTOR SUPPLY COMPANY COM 892356106 29492 349763 SH SOLE 349763 0 0 TRAVELCENTERS OF AMERICA LLC COM 894174101 7533 729304 SH SOLE 729304 0 0 TREEHOUSE FOODS INC COM 89469A104 5267 67720 SH SOLE 67720 0 0 TREX COMPANY INC COM 89531P105 30668 920143 SH SOLE 1 920143 0 0 TRIMBLE NAVIGATION LTD COM 896239100 2179 132718 SH SOLE 132718 0 0 TRIPADVISOR INC COM 896945201 10132 160784 SH SOLE 160784 0 0 TUMI HOLDINGS INC COM 89969Q104 66375 3767075 SH SOLE 1 3767075 0 0 TUPPERWARE BRANDS CORP COM 899896104 39083 789733 SH SOLE 789733 0 0 TWITTER INC COM 90184L102 6313 234367 SH SOLE 234367 0 0 TWO HARBORS INVESTMENT CORP REIT 90187B101 32159 3646232 SH SOLE 3646232 0 0 TYCO INTERNATIONAL PLC COM H89128104 30797 920438 SH SOLE 920438 0 0 TYLER TECHNOLOGIES INC COM 902252105 29408 196963 SH SOLE 196963 0 0 TYSON FOODS INC-CL A COM 902494103 1933 44854 SH SOLE 44854 0 0 UGI CORP COM 902681105 2435 69941 SH SOLE 69941 0 0 ULTA SALON COSMETICS & FRAGR COM 90384S303 16498 101003 SH SOLE 101003 0 0 ULTIMATE SOFTWARE GROUP INC COM 90385D107 116479 650685 SH SOLE 1 650685 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 34142 354507 SH SOLE 1 354507 0 0 UMB FINANCIAL CORP COM 902788108 26006 511832 SH SOLE 1 511832 0 0 UMPQUA HOLDINGS CORP COM 904214103 59884 3673902 SH SOLE 3673902 0 0 UNDER ARMOUR INC-CLASS A COM 904311107 23421 242006 SH SOLE 242006 0 0 UNION PACIFIC CORP COM 907818108 93268 1054954 SH SOLE 1054954 0 0 UNITED COMMUNITY BANKS/GA COM 90984P303 8933 437080 SH SOLE 437080 0 0 UNITED NATURAL FOODS INC COM 911163103 12644 260659 SH SOLE 260659 0 0 UNITED TECHNOLOGIES CORP COM 913017109 63151 709647 SH SOLE 709647 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4431 38198 SH SOLE 38198 0 0 UNIVERSAL ELECTRONICS INC COM 913483103 107804 2564943 SH SOLE 1 2564943 0 0 UNIVERSAL HEALTH SERVICES-B COM 913903100 26071 208888 SH SOLE 208888 0 0 UNUM GROUP COM 91529Y106 2214 69025 SH SOLE 69025 0 0 US ECOLOGY INC COM 91732J102 12235 280317 SH SOLE 280317 0 0 VAIL RESORTS INC COM 91879Q109 44947 429376 SH SOLE 1 429376 0 0 VALERO ENERGY CORP COM 91913Y100 4430 73716 SH SOLE 73716 0 0 VALIDUS HOLDINGS LTD COM G9319H102 2103 46666 SH SOLE 46666 0 0 VANTIV INC - CL A COM 92210H105 2072 46138 SH SOLE 46138 0 0 VARIAN MEDICAL SYSTEMS INC COM 92220P105 2416 32748 SH SOLE 32748 0 0 VARONIS SYSTEMS INC COM 922280102 2244 144042 SH SOLE 1 144042 0 0 VCA INC COM 918194101 9207 174885 SH SOLE 174885 0 0 VECTOR GROUP LTD COM 92240M108 10864 480538 SH SOLE 480538 0 0 VEECO INSTRUMENTS INC COM 922417100 52349 2552386 SH SOLE 1 2552386 0 0 VERINT SYSTEMS INC COM 92343X100 12682 293913 SH SOLE 293913 0 0 VERISK ANALYTICS INC COM 92345Y106 16135 218311 SH SOLE 218311 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 9932 228287 SH SOLE 228287 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 8519 81805 SH SOLE 81805 0 0 VIRTUSA CORP COM 92827P102 1954 38088 SH SOLE 38088 0 0 VISTA OUTDOOR INC COM 928377100 1376 30977 SH SOLE 30977 0 0 VISTEON CORP COM 92839U206 15317 151302 SH SOLE 151302 0 0 VITAMIN SHOPPE INC COM 92849E101 95567 2927927 SH SOLE 1 2927927 0 0 VOYA FINANCIAL INC COM 929089100 18625 480406 SH SOLE 480406 0 0 VWR CORP COM 91843L103 14590 567944 SH SOLE 567944 0 0 WABCO HOLDINGS INC COM 92927K102 62689 598013 SH SOLE 1 598013 0 0 WABTEC CORP COM 929740108 2634 29920 SH SOLE 29920 0 0 WAGEWORKS INC COM 930427109 4711 104512 SH SOLE 104512 0 0 WASTE CONNECTIONS INC COM 941053100 166671 3430867 SH SOLE 1 3430867 0 0 WATERS CORP COM 941848103 1368 11573 SH SOLE 11573 0 0 WAYSIDE TECHNOLOGY GROUP INC COM 946760105 6013 353755 SH SOLE 353755 0 0 WEATHERFORD INTERNATIONAL PL COM G48833100 1287 151802 SH SOLE 151802 0 0 WEBMD HEALTH CORP COM 94770V102 37597 943700 SH SOLE 1 943700 0 0 WELLS FARGO & CO COM 949746101 88800 1729323 SH SOLE 1729323 0 0 WESCO INTERNATIONAL INC COM 95082P105 13219 284464 SH SOLE 284464 0 0 WEST CORP COM 952355204 11885 530593 SH SOLE 530593 0 0 WEST PHARMACEUTICAL SERVICES COM 955306105 49381 912447 SH SOLE 912447 0 0 WESTERN ALLIANCE BANCORP COM 957638109 4754 154814 SH SOLE 154814 0 0 WESTERN DIGITAL CORP COM 958102105 1570 19768 SH SOLE 19768 0 0 WHITEWAVE FOODS CO COM 966244105 87029 2167612 SH SOLE 1 2167612 0 0 WHITING PETROLEUM CORP COM 966387102 2444 160104 SH SOLE 160104 0 0 WINTRUST FINANCIAL CORP COM 97650W108 2280 42676 SH SOLE 42676 0 0 WOODWARD INC COM 980745103 36731 902492 SH SOLE 1 902492 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 3570 49662 SH SOLE 49662 0 0 XEROX CORP COM 984121103 1415 145446 SH SOLE 145446 0 0 ZELTIQ AESTHETICS INC COM 98933Q108 51682 1613564 SH SOLE 1 1613564 0 0 ZILLOW GROUP INC - A COM 98954M101 7404 257735 SH SOLE 1 257735 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 54901 584496 SH SOLE 584496 0 0 ZOETIS INC COM 98978V103 4370 106121 SH SOLE 106121 0 0