3M COMPANY cs 88579Y101 801 5592 SH SOLE n/a 228 0 5364 ABBVIE INC cs 00287Y109 1646 29165 SH SOLE n/a 1106 0 28059 ACHILLION PHARMACEUTICALS cs 00448Q201 662 87462 SH SOLE n/a 42736 0 44726 ACTAVIS INC cs G0083B108 3728 16712 SH SOLE n/a 2051 0 14661 ADOBE SYSTEMS INC cs 00724F101 1512 20900 SH SOLE n/a 0 0 20900 AIR LEASE CORP cs 00912X302 5900 152921 SH SOLE n/a 111777 0 41144 ALCOA INC cs 013817101 3545 238089 SH SOLE n/a 29920 0 208169 ALLEGHENY TECHNOLOGIES INC cs 01741R102 6551 145256 SH SOLE n/a 106143 0 39113 ALLIANCE DATA SYSTEMS CORP cs 018581108 799 2842 SH SOLE n/a 1580 0 1262 AMERICAN AIRLINES GROUP INC cs 02376R102 5038 117265 SH SOLE n/a 23377 0 93888 AMERICAN EXPRESS CO COM cs 025816109 1715 18075 SH SOLE n/a 684 0 17391 AMGEN INC COM cs 031162100 1465 12375 SH SOLE n/a 473 0 11902 APPLE INC cs 037833100 4639 49921 SH SOLE n/a 6300 0 43621 ARKANSAS BEST CORP cs 03937C105 10166 233651 SH SOLE n/a 155115 0 78536 ASPEN TECHNOLOGY INC COM cs 045327103 5360 115508 SH SOLE n/a 84294 0 31214 AUTOZONE INC COM cs 053332102 2869 5351 SH SOLE n/a 636 0 4715 BANK OF THE OZARKS INC cs 063904106 413 12354 SH SOLE n/a 5746 0 6608 BOEING CO COM cs 097023105 1717 13498 SH SOLE n/a 511 0 12987 C&J ENERGY SERVICES INC cs 12467B304 5753 170295 SH SOLE n/a 113094 0 57201 CAESARSTONE SDOT-YAM LTD cs M20598104 5718 116512 SH SOLE n/a 82936 0 33576 CARRIZO OIL & GAS INC cs 144577103 9048 130633 SH SOLE n/a 84065 0 46568 CENTENE CORP cs 15135B101 5705 75449 SH SOLE n/a 53133 0 22316 CHIPOTLE MEXICAN GRILL INC Cl A cs 169656105 544 918 SH SOLE n/a 498 0 420 COLUMBIA SPORTSWEAR CO. cs 198516106 6244 75547 SH SOLE n/a 53238 0 22309 COMCAST HOLDINGS CORP CL A cs 20030N101 3131 58326 SH SOLE n/a 5669 0 52657 COSTCO WHSL CORP NEW COM cs 22160K105 451 3915 SH SOLE n/a 156 0 3759 CURTISS-WRIGHT CORP cs 231561101 7895 120423 SH SOLE n/a 85778 0 34645 DELTA AIRLINES INC cs 247361702 865 22340 SH SOLE n/a 12357 0 9983 DIAMONDBACK ENERGY INC cs 25278X109 7169 80728 SH SOLE n/a 54267 0 26461 DR PEPPER SNAPPLE GROUP INC cs 26138E109 2971 50722 SH SOLE n/a 6256 0 44466 DRILL-QUIP INC cs 262037104 689 6307 SH SOLE n/a 3475 0 2832 DU PONT E I DE NEMOURS & CO COM cs 263534109 1002 15308 SH SOLE n/a 594 0 14714 EDUCATION REALTY TRUST INC cs 28140H104 5340 497236 SH SOLE n/a 350886 0 146350 EMERSON ELECT CO COM cs 291011104 530 7989 SH SOLE n/a 310 0 7679 ENANTA PHARMACEUTICALS INC cs 29251M106 6819 158315 SH SOLE n/a 112176 0 46139 EOG RESOURCES INC cs 26875P101 3153 26978 SH SOLE n/a 3392 0 23586 EQUITY LIFESTYLE PROPERTIES cs 29472R108 2508 56804 SH SOLE n/a 41512 0 15292 EURONET WORLDWIDE INC cs 298736109 4243 87946 SH SOLE n/a 64258 0 23688 FACEBOOK INC cs 30303M102 4693 69737 SH SOLE n/a 13089 0 56648 GENESEE & WYOMING INC-CL A cs 371559105 274 2612 SH SOLE n/a 2206 0 406 GENTHERM INC cs 37253A103 4463 100396 SH SOLE n/a 71375 0 29021 GILEAD SCIENCES INC. cs 375558103 2837 34218 SH SOLE n/a 4197 0 30021 GOLAR LNG LTD cs G9456A100 260 4330 SH SOLE n/a 3662 0 668 GOODYEAR TIRE & RUBBER CO cs 382550101 4539 163397 SH SOLE n/a 115693 0 47704 GOOGLE INC CL C cs 38259P706 2220 3859 SH SOLE n/a 421 0 3438 GOOGLE INC. cs 38259P508 2256 3859 SH SOLE n/a 421 0 3438 GRAPHIC PACKAGING HOLDING CO cs 388689101 7560 646172 SH SOLE n/a 457817 0 188355 GREENBRIER COMPANIES cs 393657101 246 4269 SH SOLE n/a 3608 0 661 GT ADVANCED TECHNOLOGIES INC cs 36191U106 13476 724543 SH SOLE n/a 472419 0 252124 HALCON RESOURCES CORP cs 40537Q209 11955 1639979 SH SOLE n/a 1047954 0 592025 HALLIBURTON CO cs 406216101 3279 46172 SH SOLE n/a 5822 0 40350 HARLEY-DAVIDSON INC cs 412822108 2810 40231 SH SOLE n/a 4911 0 35320 HFF INC-CLASS A cs 40418F108 5664 152306 SH SOLE n/a 111275 0 41031 HONEYWELL INTL INC. cs 438516106 505 5437 SH SOLE n/a 211 0 5226 HORIZON PHARMA INC cs 44047T109 8488 536522 SH SOLE n/a 334119 0 202403 HUNTSMAN CORP cs 447011107 763 27168 SH SOLE n/a 15123 0 12045 IDEXX LABORATORIES INC cs 45168D104 407 3050 SH SOLE n/a 1418 0 1632 INTL BUS MACHINES cs 459200101 2623 14469 SH SOLE n/a 557 0 13912 INTL FLAVORS & FRAGRANCES cs 459506101 733 7025 SH SOLE n/a 3277 0 3748 INTUIT INC. cs 461202103 2678 33255 SH SOLE n/a 3035 0 30220 ITT CORP cs 450911201 826 17182 SH SOLE n/a 9512 0 7670 JAZZ PHARMACEUTICALS INC cs G50871105 3593 24438 SH SOLE n/a 2978 0 21460 JOHNSON & JOHNSON cs 478160104 2078 19867 SH SOLE n/a 768 0 19099 KANDI TECHNOLOGIES GROUP INC cs 483709101 985 69655 SH SOLE n/a 35133 0 34522 KAPSTONE PAPER AND PACKAGING cs 48562P103 6960 210082 SH SOLE n/a 153722 0 56360 KENNEDY-WILSON HOLDINGS INC cs 489398107 7290 271822 SH SOLE n/a 198527 0 73295 KRAFT FOODS GRO cs 50076Q106 212 3534 SH SOLE n/a 2993 0 541 LANNETT CO INC cs 516012101 8326 167798 SH SOLE n/a 118318 0 49480 LATTICE SEMICONDUCTOR CORP cs 518415104 4310 522483 SH SOLE n/a 368018 0 154465 LAZARD LTD-CL A mlp G54050102 278 5392 SH SOLE n/a 3148 0 2244 LITHIA MOTORS INC-CL A cs 536797103 6163 65512 SH SOLE n/a 47903 0 17609 LYONDELLBASELL INDUSTRIES N V SHS - A - cs N53745100 2917 29867 SH SOLE n/a 3689 0 26178 MATADOR RESOURCES CO cs 576485205 6805 232407 SH SOLE n/a 163803 0 68604 MGIC INVESTMENT CORP cs 552848103 5859 634088 SH SOLE n/a 466148 0 167940 MGM RESORTS INTERNATIONAL cs 552953101 844 31962 SH SOLE n/a 14934 0 17028 MICRON TECHNOLOGY INC cs 595112103 3593 109053 SH SOLE n/a 17538 0 91515 MICROSOFT CORPORATION cs 594918104 8056 193195 SH SOLE n/a 35858 0 157337 MIDDLEBY CORP cs 596278101 646 7809 SH SOLE n/a 3642 0 4167 MSCI INC cs 55354G100 275 5996 SH SOLE n/a 2798 0 3198 NEXTERA ENERGY INC cs 65339F101 2664 25999 SH SOLE n/a 1008 0 24991 NORTHWESTERN CORP cs 668074305 2556 48975 SH SOLE n/a 35778 0 13197 NUVASIVE INC cs 670704105 4187 117718 SH SOLE n/a 80546 0 37172 NXP SEMICONDUCTORS NV cs N6596X109 3312 50044 SH SOLE n/a 6289 0 43755 ORACLE SYSTEMS CORP cs 68389X105 1954 48202 SH SOLE n/a 1867 0 46335 PACIRA PHARMACEUTICALS INC cs 695127100 8348 90876 SH SOLE n/a 57633 0 33243 PENN VIRGINIA CORP cs 707882106 6974 411445 SH SOLE n/a 267295 0 144150 PEPSICO INC COM cs 713448108 2866 32085 SH SOLE n/a 3963 0 28122 PIONEER NAT RES COM cs 723787107 2271 9880 SH SOLE n/a 381 0 9499 PNM RESOURCES INC cs 69349H107 5723 195134 SH SOLE n/a 137576 0 57558 PRAXAIR INC COM cs 74005P104 1484 11174 SH SOLE n/a 433 0 10741 PRECISION DRILLING CORP cs 74022D308 6908 487872 SH SOLE n/a 356437 0 131435 QUALCOMM INC cs 747525103 2575 32509 SH SOLE n/a 2935 0 29574 ROYAL CARIBBEAN CRUISES LTD cs V7780T103 4641 83478 SH SOLE n/a 17507 0 65971 RPC INC cs 749660106 2260 96202 SH SOLE n/a 41036 0 55166 SALIX PHARMACEUTICALS INC cs 795435106 1074 8708 SH SOLE n/a 4831 0 3877 SCHLUMBERGER LTD cs 806857108 1504 12755 SH SOLE n/a 492 0 12263 SILICON MOTION TECH cs 82706C108 6225 304701 SH SOLE n/a 218339 0 86362 SIMON PPTY GROUP INC NEW COM cs 828806109 2037 12253 SH SOLE n/a 476 0 11777 SPIRIT AIRLINES INC cs 848577102 8633 136516 SH SOLE n/a 96266 0 40250 SUNEDISON, INC. cs 86732Y109 12001 531032 SH SOLE n/a 344203 0 186829 THE HOME DEPOT, INC. cs 437076102 1914 23643 SH SOLE n/a 925 0 22718 TUTOR PERINI CORP cs 901109108 5164 162698 SH SOLE n/a 116475 0 46223 ULTRA PETROLEUM CORP cs 903914109 3469 116846 SH SOLE n/a 51649 0 65197 UNION PACIFIC CORPORATION COM cs 907818108 4346 43569 SH SOLE n/a 5354 0 38215 UNITED PARCEL SERVICE, INC. cs 911312106 793 7723 SH SOLE n/a 314 0 7409 UNITED RENTALS cs 911363109 2510 23969 SH SOLE n/a 924 0 23045 UNITED TECHNOLOGIES CORP cs 913017109 922 7985 SH SOLE n/a 311 0 7674 VERIFONE SYSTEMS INC cs 92342Y109 8118 220899 SH SOLE n/a 161428 0 59471 VIACOM INC-CLASS B cs 92553P201 1832 21124 SH SOLE n/a 765 0 20359 VIPSHOP HOLDINGS LTD-ADS cs 92763W103 2764 14722 SH SOLE n/a 6355 0 8367 VISA INC cs 92826C839 959 4551 SH SOLE n/a 178 0 4373 VISTEON CORP cs 92839U206 7269 74929 SH SOLE n/a 55161 0 19768 WABTEC CORP cs 929740108 511 6191 SH SOLE n/a 2885 0 3306 WALGREEN CO cs 931422109 3231 43582 SH SOLE n/a 5168 0 38414 WALT DISNEY CO/THE cs 254687106 1935 22572 SH SOLE n/a 3619 0 18953 WASTE CONNECTIONS INC cs 941053100 622 12807 SH SOLE n/a 5956 0 6851 WELLPOINT INC cs 94973V107 4140 38476 SH SOLE n/a 8530 0 29946 ZEBRA TECHNOLOGIES CORP-CL A cs 989207105 5639 68506 SH SOLE n/a 45339 0 23167 ZELTIQ AESTHETICS INC cs 98933Q108 199 13100 SH SOLE n/a 6053 0 7047