0000919574-13-006461.txt : 20131114 0000919574-13-006461.hdr.sgml : 20131114 20131114100818 ACCESSION NUMBER: 0000919574-13-006461 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JACOBS LEVY EQUITY MANAGEMENT, INC CENTRAL INDEX KEY: 0000884414 IRS NUMBER: 222774695 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03059 FILM NUMBER: 131217296 BUSINESS ADDRESS: STREET 1: 100 CAMPUS DRIVE STREET 2: P.O. BOX 650 CITY: FLORHAM PARK, STATE: NJ ZIP: 07932 BUSINESS PHONE: 9734109222 MAIL ADDRESS: STREET 1: 100 CAMPUS DRIVE STREET 2: P.O. BOX 650 CITY: FLORHAM PARK, STATE: NJ ZIP: 07932 FORMER COMPANY: FORMER CONFORMED NAME: JACOBS LEVY EQUITY MANAGEMENT INC DATE OF NAME CHANGE: 19990324 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000884414 XXXXXXXX 09-30-2013 09-30-2013 false JACOBS LEVY EQUITY MANAGEMENT, INC
100 Campus Drive P.O. Box 650 Florham Park, NJ 07932
13F COMBINATION REPORT 028-03059 0000721204 028-01190 RUSSELL FRANK CO/ N
Kenneth N. Levy Vice President 973-410-9222 /s/ Kenneth N. Levy Florham Park NJ 11-14-2013 0 910 5904013
INFORMATION TABLE 2 infotable.xml 1 800 FLOWERS COM CL A 68243Q106 390 79145 SH SOLE 79145 0 0 AAR CORP COM 000361105 1252 45800 SH SOLE 45800 0 0 AARONS INC COM PAR $0.50 002535300 3651 131820 SH SOLE 124820 0 7000 ABBOTT LABS COM 002824100 31817 958630 SH SOLE 800930 0 157700 ABBVIE INC COM 00287Y109 28227 631044 SH SOLE 421500 0 209544 ABM INDS INC COM 000957100 5867 220387 SH SOLE 180987 0 39400 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 34751 471900 SH SOLE 337400 0 134500 ACTUATE CORP COM 00508B102 652 88700 SH SOLE 79600 0 9100 ADVANCE AUTO PARTS INC COM 00751Y106 30759 372020 SH SOLE 309120 0 62900 ADVANCED MICRO DEVICES INC COM 007903107 6794 1783322 SH SOLE 1690322 0 93000 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 8219 262850 SH SOLE 220650 0 42200 AEROFLEX HLDG CORP COM 007767106 322 45710 SH SOLE 45710 0 0 AETNA INC NEW COM 00817Y108 13164 205630 SH SOLE 138230 0 67400 AFC ENTERPRISES INC COM 00104Q107 2859 65590 SH SOLE 64290 0 1300 AFFILIATED MANAGERS GROUP COM 008252108 2053 11240 SH SOLE 11240 0 0 AFFYMETRIX INC COM 00826T108 3544 572004 SH SOLE 491704 0 80300 AFLAC INC COM 001055102 565 9120 SH SOLE 9120 0 0 AGCO CORP COM 001084102 29649 490715 SH SOLE 412515 0 78200 AGILENT TECHNOLOGIES INC COM 00846U101 5615 109556 SH SOLE 109556 0 0 AGILYSYS INC COM 00847J105 232 19500 SH SOLE 19500 0 0 AGREE REALTY CORP COM 008492100 406 13440 SH SOLE 13440 0 0 AIR LEASE CORP CL A 00912X302 13452 486341 SH SOLE 404241 0 82100 AIRCASTLE LTD COM G0129K104 4831 277500 SH SOLE 237000 0 40500 ALAMO GROUP INC COM 011311107 289 5900 SH SOLE 5900 0 0 ALASKA COMMUNICATIONS SYS GR COM 01167P101 417 162350 SH SOLE 162350 0 0 ALBANY INTL CORP CL A 012348108 3112 86770 SH SOLE 68370 0 18400 ALEXANDERS INC COM 014752109 564 1970 SH SOLE 1870 0 100 ALEXION PHARMACEUTICALS INC COM 015351109 7952 68460 SH SOLE 68460 0 0 ALIGN TECHNOLOGY INC COM 016255101 308 6400 SH SOLE 6400 0 0 ALLERGAN INC COM 018490102 29726 328646 SH SOLE 251506 0 77140 ALLIANCE ONE INTL INC COM 018772103 82 28300 SH SOLE 28300 0 0 ALLIANT ENERGY CORP COM 018802108 2481 50080 SH SOLE 42580 0 7500 ALLIED WRLD ASSUR COM HLDG A SHS H01531104 15420 155146 SH SOLE 116299 0 38847 ALLISON TRANSMISSION HLDGS I COM 01973R101 586 23400 SH SOLE 3100 0 20300 ALLSTATE CORP COM 020002101 11096 219510 SH SOLE 167810 0 51700 ALPHATEC HOLDINGS INC COM 02081G102 351 177997 SH SOLE 177997 0 0 AMAG PHARMACEUTICALS INC COM 00163U106 596 27760 SH SOLE 25760 0 2000 AMAZON COM INC COM 023135106 4483 14340 SH SOLE 70 0 14270 AMC NETWORKS INC CL A 00164V103 37361 545420 SH SOLE 433020 0 112400 AMDOCS LTD ORD G02602103 6623 180760 SH SOLE 142660 0 38100 AMEDISYS INC COM 023436108 636 36945 SH SOLE 36945 0 0 AMERICAN ASSETS TR INC COM 024013104 1485 48669 SH SOLE 48669 0 0 AMERICAN ELEC PWR INC COM 025537101 5678 130980 SH SOLE 75380 0 55600 AMERICAN FINL GROUP INC OHIO COM 025932104 5233 96800 SH SOLE 84900 0 11900 AMERICAN PUBLIC EDUCATION IN COM 02913V103 256 6780 SH SOLE 6780 0 0 AMERICAN SCIENCE & ENGR INC COM 029429107 350 5800 SH SOLE 4900 0 900 AMERICAN STS WTR CO COM 029899101 7365 267246 SH SOLE 224035 0 43211 AMERICAN SUPERCONDUCTOR CORP COM 030111108 1112 475203 SH SOLE 425603 0 49600 AMERICAN WOODMARK CORP COM 030506109 4134 119302 SH SOLE 104214 0 15088 AMERICAN WTR WKS CO INC NEW COM 030420103 6527 158114 SH SOLE 114814 0 43300 AMERISAFE INC COM 03071H100 910 25613 SH SOLE 20694 0 4919 AMGEN INC COM 031162100 4748 42418 SH SOLE 36024 0 6394 AMICUS THERAPEUTICS INC COM 03152W109 313 135046 SH SOLE 135046 0 0 AMN HEALTHCARE SERVICES INC COM 001744101 2735 198794 SH SOLE 170494 0 28300 ANADARKO PETE CORP COM 032511107 16758 180210 SH SOLE 144210 0 36000 ANADIGICS INC COM 032515108 664 337219 SH SOLE 299019 0 38200 ANDERSONS INC COM 034164103 5686 81340 SH SOLE 76940 0 4400 ANIKA THERAPEUTICS INC COM 035255108 316 13240 SH SOLE 13240 0 0 ANN INC COM 035623107 7714 212989 SH SOLE 193489 0 19500 ANTHERA PHARMACEUTICALS INC COM NEW 03674U201 142 35264 SH SOLE 35264 0 0 APOLLO COML REAL EST FIN INC COM 03762U105 683 44700 SH SOLE 44700 0 0 APPLE INC COM 037833100 127228 266866 SH SOLE 197906 0 68960 APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 8514 659988 SH SOLE 562688 0 97300 AQUA AMERICA INC COM 03836W103 8894 359661 SH SOLE 295761 0 63900 ARC DOCUMENT SOLUTIONS INC COM 00191G103 100 21700 SH SOLE 21700 0 0 ARCTIC CAT INC COM 039670104 5107 89511 SH SOLE 86611 0 2900 ARGO GROUP INTL HLDGS LTD COM G0464B107 505 11770 SH SOLE 11340 0 430 ARRIS GROUP INC NEW COM 04270V106 11081 649940 SH SOLE 555324 0 94616 ARTHROCARE CORP COM 043136100 1306 36700 SH SOLE 36700 0 0 ASCENA RETAIL GROUP INC COM 04351G101 769 38600 SH SOLE 1800 0 36800 ASCENT CAP GROUP INC COM SER A 043632108 2535 31443 SH SOLE 31443 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 13050 359600 SH SOLE 282600 0 77000 ASPEN TECHNOLOGY INC COM 045327103 9515 275389 SH SOLE 200746 0 74643 ASSURANT INC COM 04621X108 20902 386350 SH SOLE 321450 0 64900 ASTEC INDS INC COM 046224101 852 23700 SH SOLE 19300 0 4400 ASTRONICS CORP COM 046433108 959 19298 SH SOLE 19298 0 0 AT&T INC COM 00206R102 49386 1460250 SH SOLE 1269550 0 190700 ATWOOD OCEANICS INC COM 050095108 4852 88150 SH SOLE 70350 0 17800 AUTODESK INC COM 052769106 29151 708061 SH SOLE 506200 0 201861 AUTONATION INC COM 05329W102 2972 56970 SH SOLE 47470 0 9500 AUTOZONE INC COM 053332102 22255 52647 SH SOLE 41227 0 11420 AUXILIUM PHARMACEUTICALS INC COM 05334D107 2737 150369 SH SOLE 128579 0 21790 AVERY DENNISON CORP COM 053611109 954 21920 SH SOLE 21920 0 0 AVIAT NETWORKS INC COM 05366Y102 682 265473 SH SOLE 261973 0 3500 AVID TECHNOLOGY INC COM 05367P100 273 45520 SH SOLE 45520 0 0 AVISTA CORP COM 05379B107 275 10400 SH SOLE 10400 0 0 AXCELIS TECHNOLOGIES INC COM 054540109 600 284330 SH SOLE 284330 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 12251 282862 SH SOLE 241362 0 41500 AZZ INC COM 002474104 2670 63792 SH SOLE 63192 0 600 B/E AEROSPACE INC COM 073302101 1211 16400 SH SOLE 12700 0 3700 BABCOCK & WILCOX CO NEW COM 05615F102 1157 34300 SH SOLE 19200 0 15100 BAKER HUGHES INC COM 057224107 939 19120 SH SOLE 19120 0 0 BALLANTYNE STRONG INC COM 058516105 374 87841 SH SOLE 87841 0 0 BALLY TECHNOLOGIES INC COM 05874B107 1103 15300 SH SOLE 15300 0 0 BANCFIRST CORP COM 05945F103 324 6000 SH SOLE 6000 0 0 BANK NEW YORK MELLON CORP COM 064058100 568 18800 SH SOLE 16000 0 2800 BANKUNITED INC COM 06652K103 1900 60914 SH SOLE 49844 0 11070 BARD C R INC COM 067383109 17519 152078 SH SOLE 110278 0 41800 BARRETT BUSINESS SERVICES IN COM 068463108 4491 66716 SH SOLE 59716 0 7000 BAXTER INTL INC COM 071813109 12730 193793 SH SOLE 123310 0 70483 BBCN BANCORP INC COM 073295107 243 17700 SH SOLE 17700 0 0 BECTON DICKINSON & CO COM 075887109 803 8032 SH SOLE 8032 0 0 BEL FUSE INC CL B 077347300 460 26357 SH SOLE 26357 0 0 BENCHMARK ELECTRS INC COM 08160H101 4524 197620 SH SOLE 147520 0 50100 BERKLEY W R CORP COM 084423102 942 21980 SH SOLE 21980 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1007 8870 SH SOLE 7170 0 1700 BERRY PLASTICS GROUP INC COM 08579W103 19143 958569 SH SOLE 758688 0 199881 BGC PARTNERS INC CL A 05541T101 301 53400 SH SOLE 53400 0 0 BIG 5 SPORTING GOODS CORP COM 08915P101 1062 65966 SH SOLE 63200 0 2766 BIG LOTS INC COM 089302103 6094 164300 SH SOLE 159800 0 4500 BIO RAD LABS INC CL A 090572207 10020 85229 SH SOLE 72339 0 12890 BIOTELEMETRY INC COM 090672106 417 42106 SH SOLE 42106 0 0 BLACKROCK INC COM 09247X101 18489 68320 SH SOLE 54180 0 14140 BLOCK H & R INC COM 093671105 1090 40900 SH SOLE 10400 0 30500 BLUE NILE INC COM 09578R103 442 10810 SH SOLE 10810 0 0 BOB EVANS FARMS INC COM 096761101 767 13400 SH SOLE 13400 0 0 BOEING CO COM 097023105 56470 480592 SH SOLE 359942 0 120650 BOISE CASCADE CO DEL COM 09739D100 3363 124796 SH SOLE 92696 0 32100 BOK FINL CORP COM NEW 05561Q201 2431 38374 SH SOLE 28303 0 10071 BONANZA CREEK ENERGY INC COM 097793103 837 17340 SH SOLE 17340 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3875 200559 SH SOLE 187379 0 13180 BRAVO BRIO RESTAURANT GROUP COM 10567B109 154 10210 SH SOLE 10210 0 0 BRINKS CO COM 109696104 6510 230031 SH SOLE 215160 0 14871 BRISTOW GROUP INC COM 110394103 4878 67044 SH SOLE 64144 0 2900 BROADCOM CORP CL A 111320107 23038 885380 SH SOLE 650980 0 234400 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 18157 2255500 SH SOLE 1756100 0 499400 BROWN & BROWN INC COM 115236101 6056 188673 SH SOLE 182073 0 6600 BROWN FORMAN CORP CL B 115637209 838 12300 SH SOLE 12300 0 0 BROWN SHOE INC NEW COM 115736100 6640 282930 SH SOLE 234530 0 48400 BRUKER CORP COM 116794108 7380 357403 SH SOLE 309803 0 47600 BRUNSWICK CORP COM 117043109 331 8300 SH SOLE 8300 0 0 BUILD A BEAR WORKSHOP COM 120076104 360 51519 SH SOLE 51519 0 0 BUNGE LIMITED COM G16962105 443 5830 SH SOLE 730 0 5100 C&J ENERGY SVCS INC COM 12467B304 1558 77576 SH SOLE 77576 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 701 41600 SH SOLE 41600 0 0 CABOT OIL & GAS CORP COM 127097103 37875 1014884 SH SOLE 841584 0 173300 CADENCE DESIGN SYSTEM INC COM 127387108 33627 2489042 SH SOLE 1962134 0 526908 CAL MAINE FOODS INC COM NEW 128030202 538 11200 SH SOLE 11200 0 0 CALIX INC COM 13100M509 2638 207217 SH SOLE 157617 0 49600 CALLAWAY GOLF CO COM 131193104 399 55982 SH SOLE 55982 0 0 CAMBIUM LEARNING GRP INC COM 13201A107 69 44673 SH SOLE 44673 0 0 CAPELLA EDUCATION COMPANY COM 139594105 8332 147312 SH SOLE 127912 0 19400 CAPITAL BK FINL CORP CL A COM 139794101 1240 56500 SH SOLE 56500 0 0 CARDINAL HEALTH INC COM 14149Y108 282 5400 SH SOLE 5400 0 0 CARDTRONICS INC COM 14161H108 259 6980 SH SOLE 6980 0 0 CASELLA WASTE SYS INC CL A 147448104 93 16100 SH SOLE 16100 0 0 CASEYS GEN STORES INC COM 147528103 17155 233745 SH SOLE 205085 0 28660 CATERPILLAR INC DEL COM 149123101 2875 34470 SH SOLE 30670 0 3800 CATO CORP NEW CL A 149205106 347 12400 SH SOLE 6900 0 5500 CBEYOND INC COM 149847105 1037 161702 SH SOLE 154902 0 6800 CBOE HLDGS INC COM 12503M108 23312 515418 SH SOLE 424618 0 90800 CEDAR REALTY TRUST INC COM NEW 150602209 74 14300 SH SOLE 14300 0 0 CELADON GROUP INC COM 150838100 237 12700 SH SOLE 12700 0 0 CELGENE CORP COM 151020104 57631 373893 SH SOLE 285583 0 88310 CELL THERAPEUTICS INC COM NPV NEW 2012 150934883 436 268978 SH SOLE 230178 0 38800 CENTENE CORP DEL COM 15135B101 18641 291450 SH SOLE 231950 0 59500 CENTRAL PAC FINL CORP COM NEW 154760409 508 28700 SH SOLE 28700 0 0 CERNER CORP COM 156782104 1407 26770 SH SOLE 26770 0 0 CF INDS HLDGS INC COM 125269100 3230 15320 SH SOLE 15320 0 0 CHEMICAL FINL CORP COM 163731102 293 10484 SH SOLE 10484 0 0 CHESAPEAKE UTILS CORP COM 165303108 431 8208 SH SOLE 8208 0 0 CHEVRON CORP NEW COM 166764100 55389 455880 SH SOLE 393050 0 62830 CHICOS FAS INC COM 168615102 773 46400 SH SOLE 46400 0 0 CHILDRENS PL RETAIL STORES I COM 168905107 13123 226839 SH SOLE 190529 0 36310 CHIPOTLE MEXICAN GRILL INC COM 169656105 8134 18968 SH SOLE 18968 0 0 CHIQUITA BRANDS INTL INC COM 170032809 4766 376441 SH SOLE 308870 0 67571 CHRISTOPHER & BANKS CORP COM 171046105 1232 170829 SH SOLE 150129 0 20700 CHUBB CORP COM 171232101 18792 210530 SH SOLE 171830 0 38700 CHURCH & DWIGHT INC COM 171340102 13712 228345 SH SOLE 166445 0 61900 CIBER INC COM 17163B102 69 20797 SH SOLE 5897 0 14900 CIENA CORP COM NEW 171779309 40652 1625514 SH SOLE 1323640 0 301874 CIMAREX ENERGY CO COM 171798101 3978 41270 SH SOLE 29770 0 11500 CINEMARK HOLDINGS INC COM 17243V102 3300 103964 SH SOLE 83400 0 20564 CIRCOR INTL INC COM 17273K109 1754 28213 SH SOLE 27513 0 700 CISCO SYS INC COM 17275R102 30049 1282460 SH SOLE 1061160 0 221300 CITY NATL CORP COM 178566105 485 7270 SH SOLE 7270 0 0 CLEAR CHANNEL OUTDOOR HLDGS CL A 18451C109 244 29705 SH SOLE 29705 0 0 CLEVELAND BIOLABS INC COM 185860103 109 69149 SH SOLE 69149 0 0 COBIZ FINANCIAL INC COM 190897108 256 26452 SH SOLE 26452 0 0 COCA COLA BOTTLING CO CONS COM 191098102 860 13748 SH SOLE 13748 0 0 COCA COLA CO COM 191216100 21217 560110 SH SOLE 445810 0 114300 CODEXIS INC COM 192005106 223 126426 SH SOLE 126426 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11460 139550 SH SOLE 79850 0 59700 COHU INC COM 192576106 197 18100 SH SOLE 18100 0 0 COLEMAN CABLE INC COM 193459302 1875 88814 SH SOLE 83594 0 5220 COLGATE PALMOLIVE CO COM 194162103 16197 273134 SH SOLE 120974 0 152160 COLUMBUS MCKINNON CORP N Y COM 199333105 617 25676 SH SOLE 25676 0 0 COMCAST CORP NEW CL A 20030N101 42324 938130 SH SOLE 680130 0 258000 COMERICA INC COM 200340107 10154 258300 SH SOLE 214900 0 43400 COMFORT SYS USA INC COM 199908104 1729 102881 SH SOLE 96381 0 6500 COMMERCE BANCSHARES INC COM 200525103 4283 97761 SH SOLE 79461 0 18300 COMMERCIAL METALS CO COM 201723103 14438 851822 SH SOLE 689036 0 162786 COMMUNITY HEALTH SYS INC NEW COM 203668108 11798 284300 SH SOLE 245500 0 38800 COMMUNITY TR BANCORP INC COM 204149108 377 9300 SH SOLE 9300 0 0 COMMVAULT SYSTEMS INC COM 204166102 9792 111370 SH SOLE 106370 0 5000 COMPASS MINERALS INTL INC COM 20451N101 4837 63415 SH SOLE 50815 0 12600 COMPUTER SCIENCES CORP COM 205363104 1889 36510 SH SOLE 30310 0 6200 COMPUTER TASK GROUP INC COM 205477102 496 30670 SH SOLE 30670 0 0 COMSCORE INC COM 20564W105 4197 144888 SH SOLE 127588 0 17300 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 2632 108235 SH SOLE 95570 0 12665 COMVERSE INC COM 20585P105 853 26710 SH SOLE 26710 0 0 CONCHO RES INC COM 20605P101 2052 18860 SH SOLE 18860 0 0 CONMED CORP COM 207410101 1938 57060 SH SOLE 54960 0 2100 CONSOLIDATED GRAPHICS INC COM 209341106 1145 20433 SH SOLE 18188 0 2245 CONSTANT CONTACT INC COM 210313102 781 33000 SH SOLE 33000 0 0 CONTINENTAL RESOURCES INC COM 212015101 22135 206370 SH SOLE 172970 0 33400 CONVERGYS CORP COM 212485106 1223 65200 SH SOLE 65200 0 0 CON-WAY INC COM 205944101 20629 478743 SH SOLE 434716 0 44027 COPA HOLDINGS SA CL A P31076105 6102 44004 SH SOLE 44004 0 0 COPART INC COM 217204106 537 16900 SH SOLE 16900 0 0 CORE MARK HOLDING CO INC COM 218681104 2794 42046 SH SOLE 38746 0 3300 CORELOGIC INC COM 21871D103 1815 67100 SH SOLE 67100 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 2120 41210 SH SOLE 41210 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 1683 23170 SH SOLE 23170 0 0 COSTCO WHSL CORP NEW COM 22160K105 36741 319018 SH SOLE 224768 0 94250 CRACKER BARREL OLD CTRY STOR COM 22410J106 24924 241550 SH SOLE 200689 0 40861 CRAWFORD & CO CL B 224633107 403 41582 SH SOLE 41582 0 0 CRAY INC COM NEW 225223304 2012 83616 SH SOLE 66100 0 17516 CREDIT ACCEP CORP MICH COM 225310101 1383 12484 SH SOLE 12484 0 0 CROWN HOLDINGS INC COM 228368106 21227 502057 SH SOLE 399010 0 103047 CRYOLIFE INC COM 228903100 83 11800 SH SOLE 11800 0 0 CSG SYS INTL INC COM 126349109 5939 237100 SH SOLE 204000 0 33100 CSS INDS INC COM 125906107 273 11380 SH SOLE 11380 0 0 CSX CORP COM 126408103 12054 468300 SH SOLE 231000 0 237300 CUBIST PHARMACEUTICALS INC COM 229678107 8901 140063 SH SOLE 140063 0 0 CULLEN FROST BANKERS INC COM 229899109 219 3100 SH SOLE 3100 0 0 CUMMINS INC COM 231021106 10578 79610 SH SOLE 52110 0 27500 CVR ENERGY INC COM 12662P108 385 10000 SH SOLE 1500 0 8500 CYBERONICS INC COM 23251P102 3771 74320 SH SOLE 74320 0 0 CYNOSURE INC CL A 232577205 388 17000 SH SOLE 12700 0 4300 CYTEC INDS INC COM 232820100 9646 118560 SH SOLE 95960 0 22600 CYTOKINETICS INC COM NEW 23282W605 335 44215 SH SOLE 44215 0 0 DAKTRONICS INC COM 234264109 644 57580 SH SOLE 48680 0 8900 DARLING INTL INC COM 237266101 5561 262820 SH SOLE 197820 0 65000 DAWSON GEOPHYSICAL CO COM 239359102 981 30202 SH SOLE 26402 0 3800 DCT INDUSTRIAL TRUST INC COM 233153105 1585 220400 SH SOLE 220400 0 0 DEL FRISCOS RESTAURANT GROUP COM 245077102 328 16258 SH SOLE 16258 0 0 DELCATH SYS INC COM 24661P104 94 285810 SH SOLE 285810 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 6015 255000 SH SOLE 255000 0 0 DEMAND MEDIA INC COM 24802N109 125 19800 SH SOLE 19800 0 0 DENNYS CORP COM 24869P104 500 81800 SH SOLE 81800 0 0 DESTINATION MATERNITY CORP COM 25065D100 542 17047 SH SOLE 17047 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 16317 261830 SH SOLE 211630 0 50200 DIAMONDROCK HOSPITALITY CO COM 252784301 564 52900 SH SOLE 49900 0 3000 DICKS SPORTING GOODS INC COM 253393102 7871 147460 SH SOLE 120960 0 26500 DIGI INTL INC COM 253798102 656 65620 SH SOLE 65620 0 0 DIGITAL GENERATION INC COM 25400B108 787 60900 SH SOLE 60900 0 0 DIGITAL RIV INC COM 25388B104 4364 244230 SH SOLE 198230 0 46000 DIRECTV COM 25490A309 31437 525884 SH SOLE 444484 0 81400 DISCOVER FINL SVCS COM 254709108 1082 21400 SH SOLE 21400 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 45648 540725 SH SOLE 442950 0 97775 DOLLAR TREE INC COM 256746108 24344 425899 SH SOLE 336399 0 89500 DOMINOS PIZZA INC COM 25754A201 12994 191230 SH SOLE 162230 0 29000 DOMTAR CORP COM NEW 257559203 1703 21440 SH SOLE 21440 0 0 DOT HILL SYS CORP COM 25848T109 454 212205 SH SOLE 212205 0 0 DOUGLAS EMMETT INC COM 25960P109 6631 282552 SH SOLE 213152 0 69400 DSP GROUP INC COM 23332B106 464 65806 SH SOLE 65806 0 0 DSW INC CL A 23334L102 6933 81253 SH SOLE 57353 0 23900 DTE ENERGY CO COM 233331107 3285 49790 SH SOLE 49790 0 0 DUNKIN BRANDS GROUP INC COM 265504100 8613 190300 SH SOLE 122700 0 67600 DURECT CORP COM 266605104 530 395685 SH SOLE 395685 0 0 DXP ENTERPRISES INC NEW COM NEW 233377407 1274 16130 SH SOLE 16130 0 0 DYCOM INDS INC COM 267475101 1268 45300 SH SOLE 45300 0 0 DYNAVAX TECHNOLOGIES CORP COM 268158102 622 522972 SH SOLE 426572 0 96400 E M C CORP MASS COM 268648102 15078 589900 SH SOLE 427200 0 162700 EAGLE BANCORP INC MD COM 268948106 296 10460 SH SOLE 10460 0 0 EASTGROUP PPTY INC COM 277276101 5876 99247 SH SOLE 87047 0 12200 ECHELON CORP COM 27874N105 392 164193 SH SOLE 164193 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 867 41400 SH SOLE 41400 0 0 EDISON INT COM 281020107 4707 102200 SH SOLE 85600 0 16600 EDUCATION MGMT CORP NEW COM 28140M103 182 20000 SH SOLE 20000 0 0 EHEALTH INC COM 28238P109 3138 97273 SH SOLE 97273 0 0 EINSTEIN NOAH REST GROUP INC COM 28257U104 305 17585 SH SOLE 17585 0 0 EL PASO ELEC CO COM NEW 283677854 3365 100750 SH SOLE 92050 0 8700 ELECTRO SCIENTIFIC INDS COM 285229100 647 55340 SH SOLE 52940 0 2400 ELECTRONIC ARTS INC COM 285512109 48186 1885946 SH SOLE 1492846 0 393100 ELECTRONICS FOR IMAGING INC COM 286082102 16047 506543 SH SOLE 385151 0 121392 ELLIS PERRY INTL INC COM 288853104 526 27900 SH SOLE 19100 0 8800 EMCOR GROUP INC COM 29084Q100 10280 262703 SH SOLE 208203 0 54500 EMERGENT BIOSOLUTIONS INC COM 29089Q105 3664 192353 SH SOLE 168953 0 23400 EMULEX CORP COM NEW 292475209 5324 686130 SH SOLE 542130 0 144000 ENDO HEALTH SOLUTIONS INC COM 29264F205 654 14400 SH SOLE 2800 0 11600 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 5153 95914 SH SOLE 83840 0 12074 ENERGEN CORP COM 29265N108 2111 27640 SH SOLE 27640 0 0 ENERGIZER HLDGS INC COM 29266R108 1039 11400 SH SOLE 11400 0 0 ENERNOC INC COM 292764107 343 22900 SH SOLE 22900 0 0 ENSCO PLC SHS CLASS A G3157S106 1697 31570 SH SOLE 25170 0 6400 ENSIGN GROUP INC COM 29358P101 1824 44360 SH SOLE 43660 0 700 ENSTAR GROUP LIMITED SHS G3075P101 335 2451 SH SOLE 2451 0 0 ENTERGY CORP NEW COM 29364G103 6827 108040 SH SOLE 82540 0 25500 ENTRAVISION COMMUNICATIONS C CL A 29382R107 509 86259 SH SOLE 86259 0 0 ENTROPIC COMMUNICATIONS INC COM 29384R105 189 43400 SH SOLE 7500 0 35900 ENZO BIOCHEM INC COM 294100102 64 25300 SH SOLE 25300 0 0 ENZON PHARMACEUTICALS INC COM 293904108 311 184888 SH SOLE 184888 0 0 EOG RES INC COM 26875P101 42194 249257 SH SOLE 187707 0 61550 EQUITY ONE COM 294752100 1148 52499 SH SOLE 52499 0 0 ERIE INDTY CO CL A 29530P102 412 5690 SH SOLE 3958 0 1732 ESSEX PPTY TR INC COM 297178105 1385 9380 SH SOLE 9380 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 3386 42380 SH SOLE 42380 0 0 EVERCORE PARTNERS INC CLASS A 29977A105 2482 50420 SH SOLE 50420 0 0 EXACTECH INC COM 30064E109 246 12199 SH SOLE 12199 0 0 EXAR CORP COM 300645108 532 39700 SH SOLE 26100 0 13600 EXELIS INC COM 30162A108 7756 493723 SH SOLE 448423 0 45300 EXLSERVICE HOLDINGS INC COM 302081104 3087 108403 SH SOLE 99103 0 9300 EXPEDIA INC DEL COM NEW 30212P303 8968 173090 SH SOLE 137790 0 35300 EXPONENT INC COM 30214U102 2005 27910 SH SOLE 27810 0 100 EXPRESS INC COM 30219E103 1167 49460 SH SOLE 49460 0 0 EXTRA SPACE STORAGE INC COM 30225T102 6803 148700 SH SOLE 131800 0 16900 EXTREME NETWORKS INC COM 30226D106 3950 756735 SH SOLE 631335 0 125400 EXXON MOBIL CORP COM 30231G102 85480 993495 SH SOLE 865795 0 127700 F5 NETWORKS INC COM 315616102 6540 76220 SH SOLE 76220 0 0 FALCONSTOR SOFTWARE INC COM 306137100 234 177514 SH SOLE 177514 0 0 FEDERAL SIGNAL CORP COM 313855108 493 38300 SH SOLE 38300 0 0 FEDEX CORP COM 31428X106 19985 175140 SH SOLE 142760 0 32380 FEI CO COM 30241L109 1089 12400 SH SOLE 12400 0 0 FELCOR LODGING TR INC COM 31430F101 243 39500 SH SOLE 39500 0 0 FIDELITY SOUTHERN CORP NEW COM 316394105 176 11500 SH SOLE 11500 0 0 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 2465 151503 SH SOLE 151503 0 0 FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 300 12430 SH SOLE 12430 0 0 FIRST MIDWEST BANCORP DEL COM 320867104 481 31900 SH SOLE 31900 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 5139 110200 SH SOLE 91200 0 19000 FISERV INC COM 337738108 954 9440 SH SOLE 9440 0 0 FIVE BELOW INC COM 33829M101 612 14000 SH SOLE 14000 0 0 FLAGSTAR BANCORP INC COM PAR .001 337930705 294 19900 SH SOLE 19900 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 231 2093 SH SOLE 2093 0 0 FLOWERS FOODS INC COM 343498101 10663 497337 SH SOLE 403287 0 94050 FLUOR CORP NEW COM 343412102 583 8220 SH SOLE 8220 0 0 FOOT LOCKER INC COM 344849104 824 24280 SH SOLE 13980 0 10300 FOREST LABS INC COM 345838106 27505 642799 SH SOLE 527199 0 115600 FORMFACTOR INC COM 346375108 2030 295848 SH SOLE 250048 0 45800 FORTEGRA FINL CORP COM 34954W104 139 16312 SH SOLE 16312 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 4367 104900 SH SOLE 60400 0 44500 FOSTER L B CO COM 350060109 531 11600 SH SOLE 9600 0 2000 FRANKLIN COVEY CO COM 353469109 304 16916 SH SOLE 16916 0 0 FRANKLIN ELEC INC COM 353514102 502 12744 SH SOLE 12744 0 0 FRANKLIN RES INC COM 354613101 23412 463139 SH SOLE 374669 0 88470 FREDS INC CL A 356108100 832 53155 SH SOLE 36600 0 16555 FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 266 16000 SH SOLE 16000 0 0 FREIGHTCAR AMER INC COM 357023100 339 16400 SH SOLE 7500 0 8900 FRESH DEL MONTE PRODUCE INC ORD G36738105 3470 116900 SH SOLE 89000 0 27900 FRISCHS RESTAURANTS INC COM 358748101 235 9747 SH SOLE 9747 0 0 FUEL TECH INC COM 359523107 77 17700 SH SOLE 17700 0 0 FURMANITE CORPORATION COM 361086101 277 27988 SH SOLE 27988 0 0 G & K SVCS INC CL A 361268105 2280 37767 SH SOLE 33267 0 4500 GAIN CAP HLDGS INC COM 36268W100 610 48463 SH SOLE 36863 0 11600 GAMCO INVESTORS INC COM 361438104 470 6185 SH SOLE 6185 0 0 GAMESTOP CORP NEW CL A 36467W109 3094 62320 SH SOLE 62320 0 0 GAP INC DEL COM 364760108 42529 1055840 SH SOLE 830540 0 225300 GARMIN LTD SHS H2906T109 1071 23700 SH SOLE 1100 0 22600 GARTNER INC COM 366651107 18558 309294 SH SOLE 248049 0 61245 GENERAL CABLE CORP DEL NEW COM 369300108 1191 37500 SH SOLE 37500 0 0 GENERAL ELECTRIC CO COM 369604103 28917 1210410 SH SOLE 1027610 0 182800 GENERAL MTRS CO COM 37045V100 34155 949550 SH SOLE 781650 0 167900 GENTIVA HEALTH SERVICES INC COM 37247A102 1174 97500 SH SOLE 97500 0 0 GERON CORP COM 374163103 203 60600 SH SOLE 60600 0 0 G-III APPAREL GROUP LTD COM 36237H101 1177 21560 SH SOLE 21560 0 0 GLOBAL CASH ACCESS HLDGS INC COM 378967103 646 82700 SH SOLE 82700 0 0 GLU MOBILE INC COM 379890106 440 158100 SH SOLE 158100 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 7957 354410 SH SOLE 327510 0 26900 GOOGLE INC CL A 38259P508 48841 55760 SH SOLE 39810 0 15950 GORDMANS STORES INC COM 38269P100 613 54520 SH SOLE 54520 0 0 GRACE W R & CO DEL NEW COM 38388F108 5113 58500 SH SOLE 58500 0 0 GRAINGER W W INC COM 384802104 20205 77203 SH SOLE 58696 0 18507 GRANITE CONSTR INC COM 387328107 2303 75263 SH SOLE 64463 0 10800 GREAT PLAINS ENERGY INC COM 391164100 3230 145500 SH SOLE 145500 0 0 GREAT SOUTHN BANCORP INC COM 390905107 262 9280 SH SOLE 8480 0 800 GREATBATCH INC COM 39153L106 1487 43710 SH SOLE 39500 0 4210 GREEN DOT CORP CL A 39304D102 6921 262848 SH SOLE 233620 0 29228 GREEN PLAINS RENEWABLE ENERG COM 393222104 2256 140535 SH SOLE 127535 0 13000 GREIF INC CL A 397624107 7463 152214 SH SOLE 144514 0 7700 GULF ISLAND FABRICATION INC COM 402307102 477 19480 SH SOLE 19480 0 0 HACKETT GROUP INC COM 404609109 509 71400 SH SOLE 71400 0 0 HALLADOR ENERGY COMPANY COM 40609P105 107 14600 SH SOLE 14600 0 0 HANESBRANDS INC COM 410345102 5936 95260 SH SOLE 90860 0 4400 HANMI FINL CORP COM NEW 410495204 984 59371 SH SOLE 59371 0 0 HANOVER INS GROUP INC COM 410867105 22852 413083 SH SOLE 342583 0 70500 HARDINGE INC COM 412324303 445 28803 SH SOLE 28803 0 0 HARMAN INTL INDS INC COM 413086109 16682 251880 SH SOLE 211780 0 40100 HARMONIC INC COM 413160102 5865 763635 SH SOLE 629235 0 134400 HARRIS CORP DEL COM 413875105 3431 57861 SH SOLE 36850 0 21011 HARSCO CORP COM 415864107 6504 261224 SH SOLE 230624 0 30600 HARTE-HANKS INC COM 416196103 104 11800 SH SOLE 5000 0 6800 HAVERTY FURNITURE INC COM 419596101 628 25600 SH SOLE 16700 0 8900 HAWAIIAN HOLDINGS INC COM 419879101 967 129957 SH SOLE 72857 0 57100 HCA HOLDINGS INC COM 40412C101 12859 300800 SH SOLE 242900 0 57900 HCI GROUP INC COM 40416E103 6732 164845 SH SOLE 144645 0 20200 HEALTH NET INC COM 42222G108 10205 321922 SH SOLE 269322 0 52600 HEALTHSTREAM INC COM 42222N103 297 7833 SH SOLE 7833 0 0 HEARTLAND EXPRESS INC COM 422347104 443 31200 SH SOLE 31200 0 0 HELEN OF TROY CORP LTD COM G4388N106 871 19690 SH SOLE 19690 0 0 HEMISPHERX BIOPHARMA INC COM 42366C103 189 803283 SH SOLE 803283 0 0 HERBALIFE LTD COM USD SHS G4412G101 1709 24500 SH SOLE 24500 0 0 HERSHEY CO COM 427866108 29861 322820 SH SOLE 272420 0 50400 HEWLETT PACKARD CO COM 428236103 27809 1324867 SH SOLE 1108167 0 216700 HILLSHIRE BRANDS CO COM 432589109 532 17300 SH SOLE 17300 0 0 HOME BANCSHARES INC COM 436893200 3135 103200 SH SOLE 98000 0 5200 HOME DEPOT INC COM 437076102 49997 659160 SH SOLE 492660 0 166500 HOME LN SERVICING SOLUTIONS ORD SHS G6648D109 4764 216454 SH SOLE 185454 0 31000 HOME PROPERTIES INC COM 437306103 924 16000 SH SOLE 5000 0 11000 HOMESTREET INC COM 43785V102 593 30750 SH SOLE 30750 0 0 HORACE MANN EDUCATORS CORP N COM 440327104 1925 67820 SH SOLE 67820 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 5908 102850 SH SOLE 102850 0 0 HUB GROUP INC CL A 443320106 2617 66700 SH SOLE 66700 0 0 HUBBELL INC CL B 443510201 5177 49427 SH SOLE 49427 0 0 HUMANA INC COM 444859102 8685 93060 SH SOLE 89260 0 3800 HUNT J B TRANS SVCS INC COM 445658107 18250 250235 SH SOLE 200347 0 49888 HUNTINGTON INGALLS INDS INC COM 446413106 23107 342833 SH SOLE 299543 0 43290 HUNTSMAN CORP COM 447011107 1677 81370 SH SOLE 74170 0 7200 HURON CONSULTING GROUP INC COM 447462102 709 13470 SH SOLE 13470 0 0 HYSTER YALE MATLS HANDLING I CL A 449172105 3386 37759 SH SOLE 32359 0 5400 ICF INTL INC COM 44925C103 1101 31100 SH SOLE 30600 0 500 IDACORP INC COM 451107106 903 18659 SH SOLE 18659 0 0 IDENTIVE GROUP INC COM 45170X106 66 91200 SH SOLE 91200 0 0 IDEX CORP COM 45167R104 5866 89900 SH SOLE 84900 0 5000 IDT CORP CL B NEW 448947507 508 28647 SH SOLE 28647 0 0 IGATE CORP COM 45169U105 4170 150214 SH SOLE 150214 0 0 IKANOS COMMUNICATIONS COM 45173E105 81 64930 SH SOLE 64930 0 0 IMATION CORP COM 45245A107 468 114191 SH SOLE 114191 0 0 IMPAX LABORATORIES INC COM 45256B101 978 47799 SH SOLE 47799 0 0 INFINITY PPTY & CAS CORP COM 45665Q103 501 7763 SH SOLE 6963 0 800 INFORMATICA CORP COM 45666Q102 4973 127600 SH SOLE 127600 0 0 INGLES MKTS INC CL A 457030104 717 24942 SH SOLE 21242 0 3700 INGREDION INC COM 457187102 10356 156500 SH SOLE 126200 0 30300 INNODATA INC COM NEW 457642205 169 65247 SH SOLE 65247 0 0 INSPERITY INC COM 45778Q107 3946 104950 SH SOLE 93050 0 11900 INSTEEL INDUSTRIES INC COM 45774W108 671 41700 SH SOLE 38700 0 3000 INSYS THERAPEUTICS INC NEW COM NEW 45824V209 339 9700 SH SOLE 9700 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 620 15400 SH SOLE 15400 0 0 INTEGRATED DEVICE TECHNOLOGY COM 458118106 22102 2346307 SH SOLE 1915929 0 430378 INTEGRATED SILICON SOLUTION COM 45812P107 516 47421 SH SOLE 40421 0 7000 INTEGRYS ENERGY GROUP INC COM 45822P105 1208 21610 SH SOLE 19810 0 1800 INTELIQUENT INC COM 45825N107 4124 426930 SH SOLE 363030 0 63900 INTER PARFUMS INC COM 458334109 3534 117829 SH SOLE 110329 0 7500 INTERACTIVE BROKERS GROUP IN COM 45841N107 2056 109559 SH SOLE 106259 0 3300 INTERDIGITAL INC COM 45867G101 5353 143346 SH SOLE 126946 0 16400 INTERNATIONAL BUSINESS MACHS COM 459200101 33449 180631 SH SOLE 136261 0 44370 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 25729 312622 SH SOLE 239822 0 72800 INTERSIL CORP CL A 46069S109 14788 1316800 SH SOLE 1091600 0 225200 INTEVAC INC COM 461148108 440 75000 SH SOLE 75000 0 0 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 5025 319660 SH SOLE 279260 0 40400 INVESTORS REAL ESTATE TR SH BEN INT 461730103 416 50400 SH SOLE 40300 0 10100 ISHARES RUS 2000 VAL ETF 464287630 3241 35370 SH SOLE 35370 0 0 ITC HLDGS CORP COM 465685105 6575 70055 SH SOLE 70055 0 0 ITRON INC COM 465741106 3808 88900 SH SOLE 88900 0 0 ITT CORP NEW COM NEW 450911201 29498 820531 SH SOLE 625940 0 194591 J & J SNACK FOODS CORP COM 466032109 1501 18590 SH SOLE 18590 0 0 JACK IN THE BOX INC COM 466367109 20750 518868 SH SOLE 384050 0 134818 JACOBS ENGR GROUP INC DEL COM 469814107 607 10440 SH SOLE 10440 0 0 JAMBA INC COM NEW 47023A309 193 14400 SH SOLE 14400 0 0 JAMES RIVER COAL CO COM NEW 470355207 68 34100 SH SOLE 34100 0 0 JARDEN CORP COM 471109108 566 11700 SH SOLE 11700 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1002 10890 SH SOLE 10890 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 518 20832 SH SOLE 20832 0 0 JOHNSON & JOHNSON COM 478160104 74702 861710 SH SOLE 704110 0 157600 JOHNSON OUTDOORS INC CL A 479167108 449 16749 SH SOLE 16749 0 0 JPMORGAN CHASE & CO COM 46625H100 12875 249080 SH SOLE 177580 0 71500 JUNIPER NETWORKS INC COM 48203R104 31423 1582210 SH SOLE 1292110 0 290100 KADANT INC COM 48282T104 1056 31449 SH SOLE 29049 0 2400 KAISER ALUMINUM CORP COM PAR $0.01 483007704 822 11530 SH SOLE 11530 0 0 KELLY SVCS INC CL A 488152208 748 38397 SH SOLE 28997 0 9400 KFORCE INC COM 493732101 1468 82960 SH SOLE 68060 0 14900 KIMBALL INTL INC CL B 494274103 906 81700 SH SOLE 71500 0 10200 KINDRED HEALTHCARE INC COM 494580103 772 57520 SH SOLE 57520 0 0 KIRKLANDS INC COM 497498105 2174 117901 SH SOLE 108201 0 9700 KITE RLTY GROUP TR COM 49803T102 225 37900 SH SOLE 37900 0 0 KNIGHT TRANSN INC COM 499064103 3392 205300 SH SOLE 182500 0 22800 KORN FERRY INTL COM NEW 500643200 5168 241500 SH SOLE 204800 0 36700 KRATON PERFORMANCE POLYMERS COM 50077C106 561 28650 SH SOLE 28650 0 0 KROGER CO COM 501044101 45856 1136730 SH SOLE 931930 0 204800 KULICKE & SOFFA INDS INC COM 501242101 1338 115860 SH SOLE 73160 0 42700 KVH INDS INC COM 482738101 439 31777 SH SOLE 31777 0 0 L BRANDS INC COM 501797104 6431 105260 SH SOLE 68760 0 36500 L-3 COMMUNICATIONS HLDGS INC COM 502424104 10911 115460 SH SOLE 108860 0 6600 LAKELAND FINL CORP COM 511656100 304 9300 SH SOLE 9300 0 0 LAMAR ADVERTISING CO CL A 512815101 1283 27271 SH SOLE 24371 0 2900 LANCASTER COLONY CORP COM 513847103 693 8853 SH SOLE 8853 0 0 LANDEC CORP COM 514766104 132 10800 SH SOLE 10800 0 0 LANDSTAR SYS INC COM 515098101 996 17790 SH SOLE 17790 0 0 LAREDO PETE HLDGS INC COM 516806106 543 18300 SH SOLE 3400 0 14900 LATTICE SEMICONDUCTOR CORP COM 518415104 1483 332617 SH SOLE 216917 0 115700 LAUDER ESTEE COS INC CL A 518439104 12415 177610 SH SOLE 112610 0 65000 LEXMARK INTL NEW CL A 529771107 19664 595889 SH SOLE 501789 0 94100 LIBBEY INC COM 529898108 966 40610 SH SOLE 35610 0 5000 LIBERTY GLOBAL PLC SHS CL A G5480U104 579 7300 SH SOLE 0 0 7300 LIFEPOINT HOSPITALS INC COM 53219L109 7299 156520 SH SOLE 151120 0 5400 LIFEVANTAGE CORP COM 53222K106 394 165449 SH SOLE 165449 0 0 LILLY ELI & CO COM 532457108 44639 886920 SH SOLE 690520 0 196400 LIMELIGHT NETWORKS INC COM 53261M104 33 16936 SH SOLE 16936 0 0 LINKEDIN CORP COM CL A 53578A108 49220 200034 SH SOLE 161864 0 38170 LIONBRIDGE TECHNOLOGIES INC COM 536252109 204 55300 SH SOLE 55300 0 0 LORILLARD INC COM 544147101 31565 704880 SH SOLE 626190 0 78690 LOUISIANA PAC CORP COM 546347105 3439 195500 SH SOLE 195500 0 0 LPL FINL HLDGS INC COM 50212V100 803 20959 SH SOLE 2300 0 18659 LSI CORPORATION COM 502161102 39637 5065400 SH SOLE 4121800 0 943600 LTX-CREDENCE CORP COM NEW 502403207 1159 175800 SH SOLE 158200 0 17600 M D C HLDGS INC COM 552676108 1485 49500 SH SOLE 49500 0 0 MADDEN STEVEN LTD COM 556269108 4684 87010 SH SOLE 87010 0 0 MADISON SQUARE GARDEN CO CL A 55826P100 16195 278882 SH SOLE 213382 0 65500 MAGELLAN HEALTH SVCS INC COM NEW 559079207 8843 147477 SH SOLE 118177 0 29300 MAIDEN HOLDINGS LTD SHS G5753U112 1460 123586 SH SOLE 106486 0 17100 MANNING & NAPIER INC CL A 56382Q102 901 54022 SH SOLE 49001 0 5021 MANPOWERGROUP INC COM 56418H100 14877 204528 SH SOLE 174128 0 30400 MARATHON PETE CORP COM 56585A102 17013 264500 SH SOLE 208300 0 56200 MARCHEX INC CL B 56624R108 483 66306 SH SOLE 66306 0 0 MARKEL CORP COM 570535104 3679 7105 SH SOLE 6425 0 680 MARKETAXESS HLDGS INC COM 57060D108 6789 113244 SH SOLE 113244 0 0 MARRIOTT INTL INC NEW CL A 571903202 3809 90550 SH SOLE 70350 0 20200 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 8088 183820 SH SOLE 165820 0 18000 MARTEN TRANS LTD COM 573075108 1173 68340 SH SOLE 58591 0 9749 MARTHA STEWART LIVING OMNIME CL A 573083102 204 88489 SH SOLE 88489 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 16249 1412980 SH SOLE 1117880 0 295100 MASCO CORP COM 574599106 21201 996274 SH SOLE 843533 0 152741 MASIMO CORP COM 574795100 938 35200 SH SOLE 35200 0 0 MASTERCARD INC CL A 57636Q104 63158 93876 SH SOLE 70786 0 23090 MATADOR RES CO COM 576485205 438 26800 SH SOLE 26800 0 0 MATERION CORP COM 576690101 372 11600 SH SOLE 11600 0 0 MATRIX SVC CO COM 576853105 2312 117860 SH SOLE 103860 0 14000 MATSON INC COM 57686G105 8978 342263 SH SOLE 281587 0 60676 MATTSON TECHNOLOGY INC COM 577223100 563 235630 SH SOLE 229330 0 6300 MAXIMUS INC COM 577933104 17773 394602 SH SOLE 285112 0 109490 MAXLINEAR INC CL A 57776J100 884 106664 SH SOLE 106664 0 0 MB FINANCIAL INC NEW COM 55264U108 227 8031 SH SOLE 8031 0 0 MCKESSON CORP COM 58155Q103 3016 23510 SH SOLE 23510 0 0 MDC PARTNERS INC CL A SUB VTG 552697104 302 10800 SH SOLE 10800 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 19425 261579 SH SOLE 197579 0 64000 MEASUREMENT SPECIALTIES INC COM 583421102 217 4000 SH SOLE 4000 0 0 MEDASSETS INC COM 584045108 575 22610 SH SOLE 22610 0 0 MEDICINES CO COM 584688105 4838 144329 SH SOLE 144329 0 0 MEDIFAST INC COM 58470H101 1755 65250 SH SOLE 65250 0 0 MEDTRONIC INC COM 585055106 12008 225509 SH SOLE 180709 0 44800 MENTOR GRAPHICS CORP COM 587200106 17880 765091 SH SOLE 651891 0 113200 MERCK & CO INC NEW COM 58933Y105 3923 82400 SH SOLE 82400 0 0 MERITOR INC COM 59001K100 1759 223807 SH SOLE 191007 0 32800 MERU NETWORKS INC COM 59047Q103 610 186694 SH SOLE 179394 0 7300 METHODE ELECTRS INC COM 591520200 2738 97800 SH SOLE 97800 0 0 METLIFE INC COM 59156R108 3249 69200 SH SOLE 59800 0 9400 MGM RESORTS INTERNATIONAL COM 552953101 726 35500 SH SOLE 35500 0 0 MICROSOFT CORP COM 594918104 69084 2075855 SH SOLE 1683755 0 392100 MICROSTRATEGY INC CL A NEW 594972408 3658 35254 SH SOLE 28514 0 6740 MIDDLEBY CORP COM 596278101 1855 8880 SH SOLE 8880 0 0 MILLER HERMAN INC COM 600544100 1714 58730 SH SOLE 58730 0 0 MINERALS TECHNOLOGIES INC COM 603158106 3978 80579 SH SOLE 73279 0 7300 MKS INSTRUMENT INC COM 55306N104 1287 48400 SH SOLE 48400 0 0 MODINE MFG CO COM 607828100 1275 87140 SH SOLE 76140 0 11000 MOLINA HEALTHCARE INC COM 60855R100 10446 293430 SH SOLE 242030 0 51400 MONARCH CASINO & RESORT INC COM 609027107 287 15097 SH SOLE 15097 0 0 MONEYGRAM INTL INC COM NEW 60935Y208 909 46400 SH SOLE 42100 0 4300 MOODYS CORP COM 615369105 26820 381340 SH SOLE 301540 0 79800 MOOG INC CL A 615394202 980 16700 SH SOLE 16700 0 0 MORNINGSTAR INC COM 617700109 2092 26393 SH SOLE 26393 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 49491 833465 SH SOLE 665280 0 168185 MOVADO GROUP INC COM 624580106 403 9200 SH SOLE 9200 0 0 MOVE INC COM NEW 62458M207 4419 260541 SH SOLE 224941 0 35600 MRC GLOBAL INC COM 55345K103 23443 874734 SH SOLE 665034 0 209700 MUELLER INDS INC COM 624756102 7038 126416 SH SOLE 113490 0 12926 MUELLER WTR PRODS INC COM SER A 624758108 1811 226635 SH SOLE 226635 0 0 MULTIMEDIA GAMES HLDG CO INC COM 625453105 7709 223127 SH SOLE 195727 0 27400 MURPHY OIL CORP COM 626717102 4782 79280 SH SOLE 63480 0 15800 MYERS INDS INC COM 628464109 739 36750 SH SOLE 36750 0 0 MYR GROUP INC DEL COM 55405W104 331 13640 SH SOLE 11240 0 2400 NACCO INDS INC CL A 629579103 332 5990 SH SOLE 5990 0 0 NANOSPHERE INC COM 63009F105 33 16700 SH SOLE 16700 0 0 NASDAQ OMX GROUP INC COM 631103108 1416 44100 SH SOLE 44100 0 0 NATIONAL AMERN UNIV HLDGS IN COM 63245Q105 139 40653 SH SOLE 40653 0 0 NATIONAL CINEMEDIA INC COM 635309107 3128 165873 SH SOLE 147073 0 18800 NATURAL GAS SERVICES GROUP COM 63886Q109 478 17810 SH SOLE 17810 0 0 NATURAL GROCERS BY VITAMIN C COM 63888U108 599 15100 SH SOLE 15100 0 0 NATUS MEDICAL INC DEL COM 639050103 1737 122510 SH SOLE 109910 0 12600 NAVIGATORS GROUP INC COM 638904102 951 16455 SH SOLE 13755 0 2700 NCI INC CL A 62886K104 192 34149 SH SOLE 34149 0 0 NEENAH PAPER INC COM 640079109 1714 43600 SH SOLE 41600 0 2000 NEKTAR THERAPEUTICS COM 640268108 1080 103380 SH SOLE 103380 0 0 NELNET INC CL A 64031N108 889 23120 SH SOLE 23120 0 0 NEOPHOTONICS CORP COM COM 64051T100 526 71151 SH SOLE 71151 0 0 NETAPP INC COM 64110D104 39643 930160 SH SOLE 760560 0 169600 NETGEAR INC COM 64111Q104 902 29236 SH SOLE 29236 0 0 NETSUITE INC COM 64118Q107 1015 9400 SH SOLE 9400 0 0 NEW YORK & CO INC COM 649295102 827 143097 SH SOLE 143097 0 0 NEWMARKET CORP COM 651587107 2332 8100 SH SOLE 8100 0 0 NEWPORT CORP COM 651824104 312 19930 SH SOLE 10230 0 9700 NIKE INC CL B 654106103 428 5890 SH SOLE 5890 0 0 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 1212 32100 SH SOLE 13900 0 18200 NOBLE ENERGY INC COM 655044105 14777 220526 SH SOLE 143606 0 76920 NORTHERN TR CORP COM 665859104 5111 93990 SH SOLE 62290 0 31700 NORTHFIELD BANCORP INC DEL COM 66611T108 1048 86300 SH SOLE 67600 0 18700 NORTHROP GRUMMAN CORP COM 666807102 342 3590 SH SOLE 3590 0 0 NORTHWEST PIPE CO COM 667746101 657 19976 SH SOLE 19976 0 0 NORTHWESTERN CORP COM NEW 668074305 4345 96726 SH SOLE 82726 0 14000 NOVATEL WIRELESS INC COM NEW 66987M604 511 195700 SH SOLE 188400 0 7300 NTELOS HLDGS CORP COM NEW 67020Q305 2739 145710 SH SOLE 129410 0 16300 NU SKIN ENTERPRISES INC CL A 67018T105 21028 219640 SH SOLE 176940 0 42700 NUPATHE INC COM 67059M100 56 23281 SH SOLE 23281 0 0 NUTRI SYS INC NEW COM 67069D108 2419 168219 SH SOLE 160019 0 8200 NUVASIVE INC COM 670704105 1733 70755 SH SOLE 70755 0 0 NVIDIA CORP COM 67066G104 8691 558563 SH SOLE 435863 0 122700 NVR INC COM 62944T105 8273 9000 SH SOLE 9000 0 0 OASIS PETE INC NEW COM 674215108 21962 447027 SH SOLE 355927 0 91100 OCEANEERING INTL INC COM 675232102 21418 263636 SH SOLE 198436 0 65200 OCWEN FINL CORP COM NEW 675746309 2678 48010 SH SOLE 48010 0 0 OLD DOMINION FGHT LINES INC COM 679580100 522 11350 SH SOLE 11350 0 0 OLD NATL BANCORP IND COM 680033107 1112 78300 SH SOLE 78300 0 0 OLYMPIC STEEL INC COM 68162K106 600 21600 SH SOLE 21600 0 0 OM GROUP INC COM 670872100 1728 51140 SH SOLE 51140 0 0 OMNICELL INC COM 68213N109 684 28900 SH SOLE 27277 0 1623 OMNOVA SOLUTIONS INC COM 682129101 286 33436 SH SOLE 33436 0 0 ONCOGENEX PHARMACEUTICALS IN COM 68230A106 262 28300 SH SOLE 28300 0 0 ONE LIBERTY PPTYS INC COM 682406103 329 16235 SH SOLE 16235 0 0 OPLINK COMMUNICATIONS INC COM NEW 68375Q403 188 10000 SH SOLE 7000 0 3000 ORASURE TECHNOLOGIES INC COM 68554V108 648 107813 SH SOLE 86113 0 21700 ORBITAL SCIENCES CORP COM 685564106 5744 271205 SH SOLE 228705 0 42500 ORCHIDS PAPER PRODS CO DEL COM 68572N104 351 12700 SH SOLE 12700 0 0 ORRSTOWN FINL SVCS INC COM 687380105 272 15564 SH SOLE 15564 0 0 ORTHOFIX INTL N V COM N6748L102 615 29598 SH SOLE 15500 0 14098 OVERSTOCK COM INC DEL COM 690370101 1110 37400 SH SOLE 37400 0 0 P C CONNECTION COM 69318J100 379 25100 SH SOLE 25100 0 0 PACER INTL INC TENN COM 69373H106 661 106828 SH SOLE 106828 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 751 135990 SH SOLE 135990 0 0 PACIFIC SUNWEAR CALIF INC COM 694873100 811 269600 SH SOLE 269600 0 0 PACKAGING CORP AMER COM 695156109 21336 373720 SH SOLE 298420 0 75300 PALO ALTO NETWORKS INC COM 697435105 13390 292220 SH SOLE 228620 0 63600 PANERA BREAD CO CL A 69840W108 22302 140679 SH SOLE 108289 0 32390 PANTRY INC COM 698657103 229 20690 SH SOLE 6690 0 14000 PAPA JOHNS INTL INC COM 698813102 3817 54626 SH SOLE 53826 0 800 PAR TECHNOLOGY CORP COM 698884103 73 14789 SH SOLE 14789 0 0 PARK OHIO HLDGS CORP COM 700666100 670 17430 SH SOLE 17430 0 0 PARK STERLING CORP COM 70086Y105 121 18894 SH SOLE 18894 0 0 PARKER DRILLING CO COM 701081101 321 56400 SH SOLE 56400 0 0 PARKWAY PPTYS INC COM 70159Q104 194 10900 SH SOLE 10900 0 0 PARTNERRE LTD COM G6852T105 20405 222906 SH SOLE 173136 0 49770 PATTERSON COMPANIES INC COM 703395103 26397 656887 SH SOLE 494387 0 162500 PCM INC COM 69323K100 336 36130 SH SOLE 36130 0 0 PC-TEL INC COM 69325Q105 170 19173 SH SOLE 19173 0 0 PDI INC COM 69329V100 186 38633 SH SOLE 38633 0 0 PDL BIOPHARMA INC COM 69329Y104 605 75900 SH SOLE 75900 0 0 PEGASYSTEMS INC COM 705573103 4457 111965 SH SOLE 106265 0 5700 PENSKE AUTOMOTIVE GRP INC COM 70959W103 288 6750 SH SOLE 6750 0 0 PERFORMANT FINL CORP COM 71377E105 497 45603 SH SOLE 45603 0 0 PERICOM SEMICONDUCTOR CORP COM 713831105 475 60933 SH SOLE 60933 0 0 PERKINELMER INC COM 714046109 612 16200 SH SOLE 0 0 16200 PETSMART INC COM 716768106 19283 252864 SH SOLE 201064 0 51800 PFIZER INC COM 717081103 10915 379974 SH SOLE 376403 0 3571 PHARMATHENE INC COM 71714G102 88 41895 SH SOLE 41895 0 0 PHARMERICA CORP COM 71714F104 467 35200 SH SOLE 35200 0 0 PHILIP MORRIS INTL INC COM 718172109 10169 117440 SH SOLE 117440 0 0 PIKE ELEC CORP COM 721283109 1426 125980 SH SOLE 104280 0 21700 PINNACLE WEST CAP CORP COM 723484101 12304 224776 SH SOLE 185276 0 39500 PIONEER ENERGY SVCS CORP COM 723664108 102 13632 SH SOLE 13632 0 0 PLANTRONICS INC NEW COM 727493108 1660 36058 SH SOLE 30658 0 5400 PLATINUM UNDERWRITER HLDGS L COM G7127P100 7989 133760 SH SOLE 121460 0 12300 PLEXUS CORP COM 729132100 1924 51770 SH SOLE 51770 0 0 PLX TECHNOLOGY INC COM 693417107 656 109000 SH SOLE 109000 0 0 PMC-SIERRA INC COM 69344F106 7932 1198234 SH SOLE 938834 0 259400 PNM RES INC COM 69349H107 10162 449030 SH SOLE 418130 0 30900 POLYCOM INC COM 73172K104 3763 344584 SH SOLE 336784 0 7800 POTLATCH CORP NEW COM 737630103 2821 71100 SH SOLE 71100 0 0 POWELL INDS INC COM 739128106 696 11354 SH SOLE 9854 0 1500 POWERSECURE INTL INC COM 73936N105 191 11900 SH SOLE 11900 0 0 POZEN INC COM 73941U102 156 27300 SH SOLE 3900 0 23400 PPG INDS INC COM 693506107 38220 228780 SH SOLE 168535 0 60245 PREFERRED BK LOS ANGELES CA COM NEW 740367404 287 16135 SH SOLE 16135 0 0 PRESTIGE BRANDS HLDGS INC COM 74112D101 977 32440 SH SOLE 32440 0 0 PRICE T ROWE GROUP INC COM 74144T108 17583 244443 SH SOLE 175250 0 69193 PRICELINE COM INC COM NEW 741503403 33598 33234 SH SOLE 24724 0 8510 PRIMORIS SVCS CORP COM 74164F103 1826 71671 SH SOLE 51971 0 19700 PROASSURANCE CORP COM 74267C106 1296 28760 SH SOLE 6820 0 21940 PROCTER & GAMBLE CO COM 742718109 15982 211428 SH SOLE 200128 0 11300 PROGENICS PHARMACEUTICALS IN COM 743187106 241 48100 SH SOLE 34800 0 13300 PROGRESSIVE CORP OHIO COM 743315103 7831 287600 SH SOLE 169900 0 117700 PROS HOLDINGS INC COM 74346Y103 1494 43700 SH SOLE 43700 0 0 PROVIDENCE SVC CORP COM 743815102 1227 42770 SH SOLE 37370 0 5400 PROVIDENT FINL HLDGS INC COM 743868101 169 10200 SH SOLE 10200 0 0 PROVIDENT FINL SVCS INC COM 74386T105 532 32800 SH SOLE 32800 0 0 PRUDENTIAL FINL INC COM 744320102 12738 163350 SH SOLE 158050 0 5300 PTC INC COM 69370C100 531 18670 SH SOLE 18670 0 0 QAD INC CL A 74727D306 397 29111 SH SOLE 29111 0 0 QLOGIC CORP COM 747277101 9319 851800 SH SOLE 677700 0 174100 QUAKER CHEM CORP COM 747316107 1842 25222 SH SOLE 25222 0 0 QUALCOMM INC COM 747525103 29207 433860 SH SOLE 269360 0 164500 QUALYS INC COM 74758T303 468 21900 SH SOLE 21900 0 0 QUANTUM CORP COM DSSG 747906204 612 443826 SH SOLE 430726 0 13100 QUESTCOR PHARMACEUTICALS INC COM 74835Y101 201 3460 SH SOLE 3460 0 0 RADISYS CORP COM 750459109 331 102999 SH SOLE 102999 0 0 RADNET INC COM 750491102 81 33500 SH SOLE 33500 0 0 RALPH LAUREN CORP CL A 751212101 5670 34420 SH SOLE 34420 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 1067 25600 SH SOLE 25600 0 0 RAYTHEON CO COM NEW 755111507 6982 90595 SH SOLE 81895 0 8700 RBC BEARINGS INC COM 75524B104 2710 41132 SH SOLE 41132 0 0 REACHLOCAL INC COM 75525F104 447 37550 SH SOLE 37550 0 0 REALNETWORKS INC COM NEW 75605L708 329 38464 SH SOLE 38464 0 0 RED ROBIN GOURMET BURGERS IN COM 75689M101 967 13600 SH SOLE 13600 0 0 REGAL BELOIT CORP COM 758750103 14254 209830 SH SOLE 164540 0 45290 REINSURANCE GROUP AMER INC COM NEW 759351604 5595 83520 SH SOLE 61120 0 22400 RELIANCE STEEL & ALUMINUM CO COM 759509102 2264 30900 SH SOLE 28100 0 2800 RENAISSANCERE HOLDINGS LTD COM G7496G103 779 8600 SH SOLE 6400 0 2200 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1086 71660 SH SOLE 66160 0 5500 REPUBLIC AWYS HLDGS INC COM 760276105 1613 135566 SH SOLE 114587 0 20979 RESOLUTE FST PRODS INC COM 76117W109 196 14800 SH SOLE 14800 0 0 REX AMERICAN RESOURCES CORP COM 761624105 905 29425 SH SOLE 26325 0 3100 RF MICRODEVICES INC COM 749941100 13361 2369015 SH SOLE 1810596 0 558419 RIGEL PHARMACEUTICALS INC COM NEW 766559603 486 135700 SH SOLE 78500 0 57200 RIGNET INC COM 766582100 492 13600 SH SOLE 13600 0 0 RIMAGE CORP COM 766721104 192 15466 SH SOLE 15466 0 0 RITE AID CORP COM 767754104 2679 562800 SH SOLE 562800 0 0 ROCK-TENN CO CL A 772739207 6062 59860 SH SOLE 59860 0 0 ROCKWELL AUTOMATION INC COM 773903109 15423 144219 SH SOLE 97519 0 46700 ROLLINS INC COM 775711104 400 15102 SH SOLE 2000 0 13102 ROSETTA STONE INC COM 777780107 1048 64597 SH SOLE 56097 0 8500 ROSS STORES INC COM 778296103 48911 671861 SH SOLE 539461 0 132400 ROUNDYS INC COM 779268101 431 50100 SH SOLE 50100 0 0 ROVI CORP COM 779376102 200 10450 SH SOLE 10450 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 16560 450980 SH SOLE 371680 0 79300 RPM INTL INC COM 749685103 3294 91000 SH SOLE 91000 0 0 RPX CORP COM 74972G103 2747 156600 SH SOLE 156600 0 0 RUTHS HOSPITALITY GROUP INC COM 783332109 1032 87080 SH SOLE 87080 0 0 RYDER SYS INC COM 783549108 8754 146630 SH SOLE 118030 0 28600 SAFETY INS GROUP INC COM 78648T100 757 14300 SH SOLE 14300 0 0 SAGENT PHARMACEUTICALS INC COM 786692103 1492 73161 SH SOLE 67900 0 5261 SAIA INC COM 78709Y105 6913 221706 SH SOLE 193356 0 28350 SALIX PHARMACEUTICALS INC COM 795435106 1374 20550 SH SOLE 20550 0 0 SANDERSON FARMS INC COM 800013104 2779 42601 SH SOLE 31101 0 11500 SANTARUS INC COM 802817304 3431 151900 SH SOLE 103700 0 48200 SAUL CTRS INC COM 804395101 486 10508 SH SOLE 10508 0 0 SCANSOURCE INC COM 806037107 1138 32900 SH SOLE 28800 0 4100 SCHOLASTIC CORP COM 807066105 733 25575 SH SOLE 21475 0 4100 SCHULMAN A INC COM 808194104 1577 53532 SH SOLE 48932 0 4600 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 19453 249051 SH SOLE 193591 0 55460 SEACHANGE INTL INC COM 811699107 1679 146399 SH SOLE 129699 0 16700 SEAGATE TECHNOLOGY PLC SHS G7945M107 1720 39300 SH SOLE 30600 0 8700 SEALED AIR CORP NEW COM 81211K100 18248 671128 SH SOLE 589128 0 82000 SELECT MED HLDGS CORP COM 81619Q105 1170 144938 SH SOLE 144938 0 0 SELECTIVE INS GROUP INC COM 816300107 2653 108268 SH SOLE 106268 0 2000 SENOMYX INC COM 81724Q107 252 71515 SH SOLE 71515 0 0 SHERWIN WILLIAMS CO COM 824348106 5831 32007 SH SOLE 15257 0 16750 SHILOH INDS INC COM 824543102 174 13295 SH SOLE 13295 0 0 SHORETEL INC COM 825211105 2082 344671 SH SOLE 310471 0 34200 SHUTTERSTOCK INC COM 825690100 1236 17000 SH SOLE 17000 0 0 SIGMA DESIGNS INC COM 826565103 674 120877 SH SOLE 104277 0 16600 SIGNATURE BK NEW YORK N Y COM 82669G104 5690 62168 SH SOLE 62168 0 0 SIGNET JEWELERS LIMITED SHS G81276100 4614 64400 SH SOLE 51700 0 12700 SILGAN HOLDINGS INC COM 827048109 731 15548 SH SOLE 15548 0 0 SILICON GRAPHICS INTL CORP COM 82706L108 5012 308433 SH SOLE 272658 0 35775 SILICON IMAGE INC COM 82705T102 4945 926002 SH SOLE 803702 0 122300 SKECHERS U S A INC CL A 830566105 7469 240070 SH SOLE 185770 0 54300 SKULLCANDY INC COM 83083J104 209 33800 SH SOLE 17600 0 16200 SKYWEST INC COM 830879102 2249 154900 SH SOLE 113500 0 41400 SM ENERGY CO COM 78454L100 29180 378023 SH SOLE 307850 0 70173 SMITH A O COM 831865209 39981 884528 SH SOLE 690924 0 193604 SMITH MICRO SOFTWARE INC COM 832154108 145 161017 SH SOLE 147617 0 13400 SOLTA MED INC COM 83438K103 136 65930 SH SOLE 65930 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 3532 148411 SH SOLE 140697 0 7714 SONIC CORP COM 835451105 431 24300 SH SOLE 24300 0 0 SONUS NETWORKS INC COM 835916107 1955 580018 SH SOLE 510118 0 69900 SOUTHERN COPPER CORP COM 84265V105 648 23800 SH SOLE 1200 0 22600 SOUTHWEST AIRLS CO COM 844741108 898 61700 SH SOLE 5800 0 55900 SOUTHWEST GAS CORP COM 844895102 3379 67572 SH SOLE 57612 0 9960 SOUTHWESTERN ENERGY CO COM 845467109 6663 183160 SH SOLE 162660 0 20500 SOVRAN SELF STORAGE INC COM 84610H108 4855 64154 SH SOLE 57954 0 6200 SPANSION INC COM CL A NEW 84649R200 3357 332732 SH SOLE 279015 0 53717 SPARTAN STORES INC COM 846822104 652 29556 SH SOLE 28356 0 1200 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2082 9200 SH SOLE 9200 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1811 74700 SH SOLE 64800 0 9900 SPIRIT AIRLS INC COM 848577102 274 8000 SH SOLE 8000 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 2714 295604 SH SOLE 295604 0 0 SPLUNK INC COM 848637104 8090 134750 SH SOLE 118750 0 16000 ST JUDE MED INC COM 790849103 30380 566370 SH SOLE 439470 0 126900 STANCORP FINL GROUP INC COM 852891100 1596 29012 SH SOLE 29012 0 0 STARBUCKS CORP COM 855244109 1302 16920 SH SOLE 16920 0 0 STATE BK FINL CORP COM 856190103 358 22530 SH SOLE 20930 0 1600 STATE STR CORP COM 857477103 21864 332530 SH SOLE 271730 0 60800 STEEL DYNAMICS INC COM 858119100 4775 285600 SH SOLE 244900 0 40700 STEIN MART INC COM 858375108 1342 97800 SH SOLE 97800 0 0 STERICYCLE INC COM 858912108 4490 38907 SH SOLE 19207 0 19700 STERLING BANCORP COM 859158107 375 27280 SH SOLE 27280 0 0 STEWART INFORMATION SVCS COR COM 860372101 585 18300 SH SOLE 18300 0 0 STONERIDGE INC COM 86183P102 2146 198560 SH SOLE 179460 0 19100 STRYKER CORP COM 863667101 2021 29900 SH SOLE 29900 0 0 SUCAMPO PHARMACEUTICALS INC CL A 864909106 572 91600 SH SOLE 82700 0 8900 SUMMER INFANT INC COM 865646103 167 60376 SH SOLE 60376 0 0 SUNCOKE ENERGY INC COM 86722A103 5945 349680 SH SOLE 311880 0 37800 SUNPOWER CORP COM 867652406 13151 502696 SH SOLE 416996 0 85700 SUNTRUST BKS INC COM 867914103 2765 85290 SH SOLE 73190 0 12100 SUPER MICRO COMPUTER INC COM 86800U104 1222 90230 SH SOLE 73530 0 16700 SUPERIOR ENERGY SVCS INC COM 868157108 1502 60000 SH SOLE 60000 0 0 SUPERVALU INC COM 868536103 1419 172400 SH SOLE 172400 0 0 SUPPORT COM INC COM 86858W101 323 59200 SH SOLE 42000 0 17200 SURMODICS INC COM 868873100 952 40050 SH SOLE 35550 0 4500 SVB FINL GROUP COM 78486Q101 9808 113559 SH SOLE 104159 0 9400 SWIFT TRANSN CO CL A 87074U101 744 36850 SH SOLE 36850 0 0 SYKES ENTERPRISES INC COM 871237103 800 44741 SH SOLE 32941 0 11800 SYMANTEC CORP COM 871503108 15387 621700 SH SOLE 529400 0 92300 SYMETRA FINL CORP COM 87151Q106 3744 210120 SH SOLE 188520 0 21600 SYMMETRICOM INC COM 871543104 466 96620 SH SOLE 96620 0 0 SYNAPTICS INC COM 87157D109 16729 378050 SH SOLE 295250 0 82800 SYNERGETICS USA INC COM 87160G107 305 66959 SH SOLE 66959 0 0 SYNOPSYS INC COM 871607107 18143 481238 SH SOLE 386696 0 94542 SYNTEL INC COM 87162H103 1011 12620 SH SOLE 12620 0 0 TARGACEPT INC COM 87611R306 376 70851 SH SOLE 46000 0 24851 TASER INTL INC COM 87651B104 2300 154600 SH SOLE 154600 0 0 TAUBMAN CTRS INC COM 876664103 9091 135061 SH SOLE 120961 0 14100 TEAM HEALTH HOLDINGS INC COM 87817A107 543 14300 SH SOLE 14300 0 0 TECH DATA CORP COM 878237106 12583 252110 SH SOLE 217610 0 34500 TECUMSEH PRODS CO CL A 878895200 266 29709 SH SOLE 29709 0 0 TELECOMMUNICATION SYS INC CL A 87929J103 218 88800 SH SOLE 88800 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 544 6400 SH SOLE 500 0 5900 TELENAV INC COM 879455103 782 133951 SH SOLE 118851 0 15100 TELETECH HOLDINGS INC COM 879939106 268 10700 SH SOLE 10700 0 0 TELLABS INC COM 879664100 5297 2332548 SH SOLE 1905148 0 427400 TENNANT CO COM 880345103 365 5880 SH SOLE 5880 0 0 TEXAS ROADHOUSE INC COM 882681109 4250 161600 SH SOLE 151900 0 9700 TEXTRON INC COM 883203101 7284 263830 SH SOLE 263830 0 0 THORATEC CORP COM NEW 885175307 2905 77900 SH SOLE 77900 0 0 TILLYS INC CL A 886885102 411 28299 SH SOLE 28299 0 0 TIME WARNER CABLE INC COM 88732J207 39150 350802 SH SOLE 257892 0 92910 TIME WARNER INC COM NEW 887317303 7221 109720 SH SOLE 104020 0 5700 TIVO INC COM 888706108 11305 908798 SH SOLE 754381 0 154417 TJX COS INC NEW COM 872540109 6150 109066 SH SOLE 2560 0 106506 TOTAL SYS SVCS INC COM 891906109 9785 332583 SH SOLE 219483 0 113100 TOWER INTL INC COM 891826109 535 26757 SH SOLE 23957 0 2800 TRACTOR SUPPLY CO COM 892356106 16837 250666 SH SOLE 174366 0 76300 TRANS WORLD ENTMT CORP COM 89336Q100 143 30953 SH SOLE 30953 0 0 TRAVELERS COMPANIES INC COM 89417E109 18526 218550 SH SOLE 177550 0 41000 TRAVELZOO INC COM 89421Q106 472 17810 SH SOLE 17810 0 0 TREEHOUSE FOODS INC COM 89469A104 10654 159425 SH SOLE 112525 0 46900 TRICO BANCSHARES COM 896095106 392 17200 SH SOLE 14900 0 2300 TRIPLE-S MGMT CORP CL B 896749108 1662 90400 SH SOLE 75100 0 15300 TRUEBLUE INC COM 89785X101 5898 245630 SH SOLE 219630 0 26000 TTM TECHNOLOGIES INC COM 87305R109 798 81954 SH SOLE 59554 0 22400 TUTOR PERINI CORP COM 901109108 448 21000 SH SOLE 21000 0 0 TYSON FOODS INC CL A 902494103 4296 151900 SH SOLE 130500 0 21400 U S ENERGY CORP WYO COM 911805109 100 47600 SH SOLE 47600 0 0 U S SILICA HLDGS INC COM 90346E103 2129 85513 SH SOLE 81413 0 4100 UBIQUITI NETWORKS INC COM 90347A100 618 18400 SH SOLE 18400 0 0 ULTIMATE SOFTWARE GROUP INC COM 90385D107 1585 10755 SH SOLE 10755 0 0 ULTRALIFE CORP COM 903899102 79 19756 SH SOLE 19756 0 0 UMPQUA HLDGS CORP COM 904214103 1105 68100 SH SOLE 68100 0 0 UNIFIRST CORP MASS COM 904708104 2740 26240 SH SOLE 23840 0 2400 UNION PAC CORP COM 907818108 54183 348801 SH SOLE 272031 0 76770 UNISYS CORP COM NEW 909214306 1428 56700 SH SOLE 56700 0 0 UNITED FIRE GROUP INC COM 910340108 1204 39504 SH SOLE 37597 0 1907 UNITED NAT FOODS INC COM 911163103 652 9700 SH SOLE 2600 0 7100 UNITED ONLINE INC COM 911268100 3624 454659 SH SOLE 376959 0 77700 UNITED PARCEL SERVICE INC CL B 911312106 903 9880 SH SOLE 3080 0 6800 UNITED THERAPEUTICS CORP DEL COM 91307C102 5718 72514 SH SOLE 72514 0 0 UNIVERSAL ELECTRS INC COM 913483103 275 7631 SH SOLE 7631 0 0 UNIVERSAL FST PRODS INC COM 913543104 815 19400 SH SOLE 17000 0 2400 UNIVERSAL INS HLDGS INC COM 91359V107 333 47200 SH SOLE 47200 0 0 UNIVERSAL TRUCKLOAD SVCS INC COM 91388P105 552 20687 SH SOLE 20687 0 0 UNS ENERGY CORP COM 903119105 807 17300 SH SOLE 17300 0 0 UNWIRED PLANET INC NEW COM 91531F103 68 39245 SH SOLE 38923 0 322 URBAN OUTFITTERS INC COM 917047102 10744 292200 SH SOLE 261000 0 31200 URS CORP NEW COM 903236107 1060 19720 SH SOLE 9750 0 9970 USA MOBILITY INC COM 90341G103 181 12800 SH SOLE 12800 0 0 USEC INC COM NEW 90333E207 243 23088 SH SOLE 23088 0 0 V F CORP COM 918204108 11885 59709 SH SOLE 33659 0 26050 VALERO ENERGY CORP NEW COM 91913Y100 5406 158300 SH SOLE 158300 0 0 VALSPAR CORP COM 920355104 18405 290162 SH SOLE 240654 0 49508 VANTIV INC CL A 92210H105 1875 67100 SH SOLE 67100 0 0 VASCULAR SOLUTIONS INC COM 92231M109 398 23690 SH SOLE 23690 0 0 VERINT SYS INC COM 92343X100 930 25082 SH SOLE 25082 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1667 35710 SH SOLE 35710 0 0 VIACOM INC NEW CL B 92553P201 25941 310370 SH SOLE 203470 0 106900 VIAD CORP COM NEW 92552R406 2988 119761 SH SOLE 93661 0 26100 VICOR CORP COM 925815102 358 43724 SH SOLE 43724 0 0 VISA INC COM CL A 92826C839 47507 248600 SH SOLE 194730 0 53870 VISTAPRINT N V SHS N93540107 583 10300 SH SOLE 10300 0 0 VISTEON CORP COM NEW 92839U206 769 10170 SH SOLE 4170 0 6000 VITESSE SEMICONDUCTOR CORP COM NEW 928497304 357 117500 SH SOLE 117500 0 0 VMWARE INC CL A COM 928563402 35046 433200 SH SOLE 332500 0 100700 VOCERA COMMUNICATIONS INC COM 92857F107 285 15300 SH SOLE 15300 0 0 VOCUS INC COM 92858J108 178 19100 SH SOLE 19100 0 0 VOXX INTL CORP CL A 91829F104 504 36800 SH SOLE 25700 0 11100 WABTEC CORP COM 929740108 8268 131510 SH SOLE 117410 0 14100 WADDELL & REED FINL INC CL A 930059100 5946 115500 SH SOLE 65444 0 50056 WAL-MART STORES INC COM 931142103 3750 50700 SH SOLE 50700 0 0 WARREN RES INC COM 93564A100 274 94200 SH SOLE 94200 0 0 WASHINGTON TR BANCORP COM 940610108 213 6765 SH SOLE 6765 0 0 WATSCO INC COM 942622200 3280 34797 SH SOLE 28397 0 6400 WATTS WATER TECHNOLOGIES INC CL A 942749102 2399 42559 SH SOLE 35959 0 6600 WD-40 CO COM 929236107 688 10600 SH SOLE 10600 0 0 WEBSTER FINL CORP CONN COM 947890109 1029 40300 SH SOLE 40300 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 4797 68780 SH SOLE 68280 0 500 WELLPOINT INC COM 94973V107 28732 343640 SH SOLE 282740 0 60900 WELLS FARGO & CO NEW COM 949746101 17707 428530 SH SOLE 410210 0 18320 WENDYS CO COM 95058W100 428 50500 SH SOLE 50500 0 0 WESBANCO INC COM 950810101 556 18700 SH SOLE 18700 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1605 39000 SH SOLE 39000 0 0 WESTAR ENERGY INC COM 95709T100 1470 47950 SH SOLE 37050 0 10900 WESTELL TECHNOLOGIES INC CL A 957541105 247 73814 SH SOLE 73814 0 0 WESTERN DIGITAL CORP COM 958102105 20373 321345 SH SOLE 266745 0 54600 WET SEAL INC CL A 961840105 280 71200 SH SOLE 71200 0 0 WGL HLDGS INC COM 92924F106 5941 139107 SH SOLE 123507 0 15600 WHIRLPOOL CORP COM 963320106 23145 158048 SH SOLE 136798 0 21250 WHITEWAVE FOODS CO COM CL A 966244105 855 42837 SH SOLE 42837 0 0 WHITING PETE CORP NEW COM 966387102 16387 273800 SH SOLE 237400 0 36400 WHOLE FOODS MKT INC COM 966837106 15810 270254 SH SOLE 239054 0 31200 WILEY JOHN & SONS INC CL A 968223206 2168 45470 SH SOLE 45470 0 0 WILLBROS GROUP INC DEL COM 969203108 808 88035 SH SOLE 88035 0 0 WILSHIRE BANCORP INC COM 97186T108 773 94600 SH SOLE 94600 0 0 WORKDAY INC CL A 98138H101 38165 471583 SH SOLE 369024 0 102559 WORTHINGTON INDS INC COM 981811102 3687 107100 SH SOLE 93900 0 13200 XCEL ENERGY INC COM 98389B100 266 9630 SH SOLE 9630 0 0 XENOPORT INC COM 98411C100 277 48840 SH SOLE 6400 0 42440 XEROX CORP COM 984121103 3685 358100 SH SOLE 342700 0 15400 XL GROUP PLC SHS G98290102 538 17450 SH SOLE 9050 0 8400 XO GROUP INC COM 983772104 656 50800 SH SOLE 46200 0 4600 ZALE CORP NEW COM 988858106 933 61400 SH SOLE 18800 0 42600 ZALICUS INC COM 98887C105 257 213900 SH SOLE 213900 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 5269 115650 SH SOLE 115650 0 0 ZIMMER HLDGS INC COM 98956P102 10857 132180 SH SOLE 98880 0 33300 ZOETIS INC CL A 98978V103 3632 116705 SH SOLE 116705 0 0