The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1st Enterprise Bank COM 32008C108 1,725 68,864 SH   SOLE   68,864 0 0
1st United Bancorp, Inc. COM 33740N105 12,243 1,436,969 SH   SOLE   1,436,969 0 0
ASML Holding, N.V. COM N07059210 2,516 25,460 SH   SOLE   22,800 0 2,660
Alarion Financial Services, In COM 011636107 103 12,100 SH   SOLE   12,100 0 0
Alexion Pharmaceuticals COM 015351109 4,740 28,587 SH   SOLE   25,773 0 2,814
Amazon.com, Inc. COM 023135106 6,090 18,887 SH   SOLE   17,065 0 1,822
American International Group, COM 026874784 3,652 67,610 SH   SOLE   61,050 0 6,560
American Realty Capital Health COM 02917R108 5,135 490,000 SH   SOLE   490,000 0 0
Annie's, Inc. COM 03600T104 14,390 313,511 SH   SOLE   313,511 0 0
Apple Computer, Inc. COM 037833100 10,778 106,982 SH   SOLE   94,089 0 12,893
Aruba Networks, Inc. COM 043176106 1,983 91,875 SH   SOLE   91,875 0 0
Athlon Energy, Inc. COM 047477104 6,981 119,881 SH   SOLE   119,881 0 0
Bank of America Corp. COM 060505104 7,509 440,407 SH   SOLE   393,572 0 46,835
Boeing Co. COM 097023105 5,550 43,571 SH   SOLE   39,033 0 4,538
Bolt Technology Corp. COM 097698104 4,731 215,655 SH   SOLE   215,655 0 0
CIT Group, Inc. COM 125581801 1,038 22,585 SH   SOLE   16,505 0 6,080
Centrix Bank & Trust COM 15640A101 16,856 412,421 SH   SOLE   412,421 0 0
Chesapeake Energy Corp. COM 165167107 2,661 115,760 SH   SOLE   101,925 0 13,835
Ciena Corp. COM 171779309 2,149 128,545 SH   SOLE   128,545 0 0
Citigroup Inc. COM 172967424 6,645 128,235 SH   SOLE   113,368 0 14,867
Cobra Electronics Corp. COM 191042100 3,491 815,726 SH   SOLE   815,726 0 0
Compuware Corp. COM 205638109 7,519 708,626 SH   SOLE   708,626 0 0
Concur Technologies, Inc. COM 206708109 10,209 80,500 SH   SOLE   80,500 0 0
Costco Wholesale Corp. COM 22160K105 5,787 46,179 SH   SOLE   41,339 0 4,840
Dresser-Rand Group, Inc. COM 261608103 6,170 75,000 SH   SOLE   75,000 0 0
EOG Resources, Inc. COM 26875P101 6,886 69,540 SH   SOLE   59,841 0 9,699
Einstein Noah Restaurant Group COM 28257U104 7,029 348,660 SH   SOLE   348,660 0 0
El Paso Pipeline Partners LP COM 283702108 7,430 185,000 SH   SOLE   185,000 0 0
Enventis Corp. COM 29402J101 4,115 226,336 SH   SOLE   226,336 0 0
Estee Lauder Companies - CL A COM 518439104 3,992 53,425 SH   SOLE   47,965 0 5,460
Facebook, Inc.-A COM 30303M102 6,659 84,245 SH   SOLE   76,175 0 8,070
Family Dollar Stores, Inc. COM 307000109 1,305 16,900 SH   SOLE   16,900 0 0
First Citizens Bancorp Inc. COM 319460101 11,497 12,466 SH   SOLE   12,466 0 0
First Mountain Bank COM 321052102 512 92,157 SH   SOLE   92,157 0 0
Fortegra Financial Corp. COM 34954W104 2,034 205,618 SH   SOLE   205,618 0 0
GW Pharmaceuticals, plc - ADR COM 36197T103 1,108 13,700 SH   SOLE   13,700 0 0
Gilead Sciences, Inc. COM 375558103 5,361 50,364 SH   SOLE   45,383 0 4,981
Glimcher Realty Trust COM 379302102 8,450 624,098 SH   SOLE   624,098 0 0
Google Inc. - Class C COM 38259P706 5,970 10,340 SH   SOLE   9,079 0 1,261
Harry and David Holdings, Inc. COM 41587A201 270 1,900 SH   SOLE   1,900 0 0
Hershey Company/The COM 427866108 964 10,100 SH   SOLE   9,100 0 1,000
Humana, Inc. COM 444859102 9,017 69,206 SH   SOLE   62,726 0 6,480
Intermountain Community Bancor COM 45881M308 1,553 82,856 SH   SOLE   82,856 0 0
Intermune, Inc. COM 45884X103 7,170 97,036 SH   SOLE   97,036 0 0
International Rectifier, Inc. COM 460254105 8,495 216,500 SH   SOLE   216,500 0 0
J.C. Penney Company, Inc. COM 708160106 1,464 145,787 SH   SOLE   130,742 0 15,045
Kodiak Oil & Gas Corp. COM 50015Q100 12,796 942,988 SH   SOLE   942,988 0 0
L Brands, Inc. COM 501797104 2,010 30,010 SH   SOLE   27,035 0 2,975
LSB Financial Corp. COM 501925101 3,924 97,636 SH   SOLE   97,636 0 0
Liberty Global, Inc. Cl A COM G5480U104 1,882 44,230 SH   SOLE   32,320 0 11,910
Liberty Media Corp. COM 531229102 3,150 66,755 SH   SOLE   60,350 0 6,405
Liberty Media Corp. - C COM 531229300 3,979 84,670 SH   SOLE   76,300 0 8,370
LinkedIn Corp. COM 53578A108 1,812 8,722 SH   SOLE   7,792 0 930
LipoScience, Inc. COM 53630M108 5,965 1,151,485 SH   SOLE   1,151,485 0 0
Madison Bancorp. COM 55660D106 1,526 68,578 SH   SOLE   68,578 0 0
MainStreet BankShares, Inc. COM 56063E105 1,022 73,760 SH   SOLE   73,760 0 0
Mastercard Inc. - Class A COM 57636Q104 6,512 88,100 SH   SOLE   79,515 0 8,585
Measurement Specialties, Inc. COM 583421102 12,703 148,379 SH   SOLE   148,379 0 0
Medical Action Industries COM 58449L100 2,857 207,338 SH   SOLE   207,338 0 0
Mellanox Technologies, Ltd. COM M51363113 2,637 58,768 SH   SOLE   58,768 0 0
Middleby Corp. COM 596278101 1,802 20,451 SH   SOLE   20,451 0 0
Monsanto Company COM 61166W101 5,482 48,725 SH   SOLE   43,980 0 4,745
Move, Inc. COM 62458M207 2,329 111,100 SH   SOLE   111,100 0 0
NB&T Financial Group, Inc. COM 62874M104 2,229 75,116 SH   SOLE   75,116 0 0
Netsuite, Inc. COM 64118Q107 1,397 15,605 SH   SOLE   15,605 0 0
North Valley Bancorp. COM 66304M204 12,564 582,204 SH   SOLE   582,204 0 0
Occidental Petroleum Corp. COM 674599105 753 7,832 SH   SOLE   5,724 0 2,108
OmniAmerican Bancorp, Inc. COM 68216R107 1,575 60,589 SH   SOLE   60,589 0 0
Peoples Federal Bancshares, In COM 711037101 915 45,726 SH   SOLE   45,726 0 0
Peregrine Semiconductor Corp COM 71366R703 12,926 1,044,937 SH   SOLE   1,044,937 0 0
Pike Corp. COM 721283109 6,505 547,072 SH   SOLE   547,072 0 0
Pioneer Natural Resources Comp COM 723787107 4,378 22,225 SH   SOLE   20,870 0 1,355
Pokertek, Inc. COM 730864204 1,312 972,175 SH   SOLE   972,175 0 0
Precision Cast Parts COM 740189105 750 3,165 SH   SOLE   3,165 0 0
Priceline Group, Inc./The COM 741503403 3,300 2,848 SH   SOLE   2,557 0 291
Protective Life Corp. COM 743674103 18,855 271,643 SH   SOLE   271,643 0 0
Restoration Hardware Holding COM 761283100 2,316 29,110 SH   SOLE   26,245 0 2,865
Rockwood Holdings, Inc. COM 774415103 3,731 48,800 SH   SOLE   48,800 0 0
Ruckus Wireless, Inc. COM 781220108 1,920 143,699 SH   SOLE   143,699 0 0
SP Bancorp, Inc. COM 78468K106 4,632 159,185 SH   SOLE   159,185 0 0
SVB Financial Group COM 78486Q101 1,881 16,785 SH   SOLE   16,785 0 0
SWS Group, Inc. COM 78503N107 755 109,518 SH   SOLE   109,518 0 0
Salesforce.com, Inc. COM 79466L302 6,192 107,624 SH   SOLE   95,960 0 11,664
Santa Clara Valley Bank COM 801678103 399 67,578 SH   SOLE   67,578 0 0
Scripps Networks Interactive-C COM 811065101 2,294 29,373 SH   SOLE   25,698 0 3,675
Sigma-Aldrich Corp. COM 826552101 1,564 11,500 SH   SOLE   11,500 0 0
Siuslaw Financial Group, Inc. COM 829890102 1,625 120,393 SH   SOLE   120,393 0 0
Spirit Airlines, Inc. COM 848577102 2,606 37,690 SH   SOLE   33,995 0 3,695
Splunk, Inc. COM 848637104 1,833 33,105 SH   SOLE   33,105 0 0
TF Financial Corp. COM 872391107 3,942 94,836 SH   SOLE   94,836 0 0
TIBCO Software Inc. COM 88632Q103 5,199 220,000 SH   SOLE   220,000 0 0
TRW Automotive Holdings Corp. COM 87264S106 7,412 73,200 SH   SOLE   73,200 0 0
TW Telecom, Inc. COM 87311L104 7,578 182,108 SH   SOLE   182,108 0 0
Tesla Motors, Inc. COM 88160R101 955 3,935 SH   SOLE   3,935 0 0
The Bank of Kentucky Financial COM 062896105 976 21,103 SH   SOLE   21,103 0 0
Toll Brothers, Inc. COM 889478103 2,474 79,405 SH   SOLE   70,500 0 8,905
TriQuint Semiconductor COM 89674K103 20,989 1,100,624 SH   SOLE   1,100,624 0 0
Twitter, Inc. COM 90184L102 1,268 24,580 SH   SOLE   24,580 0 0
URS Corporation COM 903236107 2,739 47,539 SH   SOLE   47,539 0 0
Virginia Heritage Bank COM 927819102 2,896 102,521 SH   SOLE   102,521 0 0
WCI Communities, Inc. COM 92923C807 1,128 61,161 SH   SOLE   61,161 0 0
Walt Disney Company/The COM 254687106 3,709 41,658 SH   SOLE   37,288 0 4,370
Workday, Inc. - Class A COM 98138H101 4,712 57,120 SH   SOLE   51,000 0 6,120
Wynn Resorts, Ltd. COM 983134107 4,279 22,875 SH   SOLE   20,495 0 2,380
XRS Corp. COM 983845108 5,313 957,319 SH   SOLE   957,319 0 0
Youku Tudou, Inc. COM 98742U100 915 51,070 SH   SOLE   51,070 0 0