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
Estimated average burden
hours per response: 23.8
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
ANSYS, Inc. COM 03662q105 32,932 450,500 SH   DFND 0 450,500 0 0
AT&T Inc. COM 00206R102 555 15,680 SH   DFND 0 15,680 0 0
Aeropastale, Inc. COM 007865108 6,319 457,900 SH   DFND 0 457,900 0 0
Affiliated Managers Group Inc COM 008252108 63,281 386,000 SH   DFND 0 386,000 0 0
Air Products and Chemicals, In COM 009158106 10,357 113,100 SH   DFND 0 113,100 0 0
Alexander & Baldwin, Inc. COM 014491104 16,345 411,200 SH   DFND 0 411,200 0 0
Ametek, Inc. COM 031100100 46,995 1,111,000 SH   DFND 0 1,111,000 0 0
Apple Inc. COM 037833100 476 1,200 SH   DFND 0 1,200 0 0
AptarGroup, Inc. COM 038336103 11,390 206,300 SH   DFND 0 206,300 0 0
Arthur J. Gallagher & Co. COM 363576109 17,306 396,100 SH   DFND 0 396,100 0 0
Associated Banc-Corp COM 045487105 12,185 783,600 SH   DFND 0 783,600 0 0
AutoZone, Inc. COM 053332102 35,166 83,000 SH   DFND 0 83,000 0 0
Avago Technologies Ltd. COM y0486s104 43,645 1,167,600 SH   DFND 0 1,167,600 0 0
Bally Technologies, Inc. COM 05874B107 15,177 269,000 SH   DFND 0 269,000 0 0
Bank of Hawaii Corp. COM 062540109 43,154 857,600 SH   DFND 0 857,600 0 0
Baxter International Inc. COM 071813109 596 8,600 SH   DFND 0 8,600 0 0
Bed, Bath & Beyond, Inc. COM 075896100 30,863 435,000 SH   DFND 0 435,000 0 0
BlackRock, Inc. COM 09247X101 693 2,700 SH   DFND 0 2,700 0 0
Broadridge Financial Solutions COM 11133T103 21,567 811,400 SH   DFND 0 811,400 0 0
Brocade Communications Systems COM 111621306 6,818 1,183,600 SH   DFND 0 1,183,600 0 0
Brown & Brown Inc. COM 115236101 74,358 2,306,400 SH   DFND 0 2,306,400 0 0
Brunswick Corporation COM 117043109 26,675 834,900 SH   DFND 0 834,900 0 0
CA, Inc. COM 12673p105 564 19,700 SH   DFND 0 19,700 0 0
Campus Crest Communities, Inc. COM 13466y105 490 42,500 SH   DFND 0 42,500 0 0
Cerner Corp COM 156782104 48,045 500,000 SH   DFND 0 500,000 0 0
Chatham Lodging Trust COM 16208t102 454 26,400 SH   DFND 0 26,400 0 0
Chevron Corp. COM 166764100 556 4,700 SH   DFND 0 4,700 0 0
Chiquita Brands International, COM 170032809 2,804 256,800 SH   DFND 0 256,800 0 0
Cisco Systems, Inc. COM 17275R102 681 28,000 SH   DFND 0 28,000 0 0
Citrix Systems, Inc. COM 177376100 34,840 577,200 SH   DFND 0 577,200 0 0
Coach, Inc. COM 189754104 20,153 353,000 SH   DFND 0 353,000 0 0
Compass Minerals International COM 20451n101 14,311 169,300 SH   DFND 0 169,300 0 0
Continental Resources, Inc. COM 212015101 31,859 370,200 SH   DFND 0 370,200 0 0
Core Laboratories N.V. COM N22717107 34,427 227,000 SH   DFND 0 227,000 0 0
Cracker Barrel Old Country Sto COM 22410j106 23,987 253,400 SH   DFND 0 253,400 0 0
Cree, Inc. COM 225447101 6,830 107,000 SH   DFND 0 107,000 0 0
Cullen/Frost Bankers, Inc. COM 229899109 601 9,000 SH   DFND 0 9,000 0 0
DENTSPLY International Inc COM 249030107 41,452 1,012,000 SH   DFND 0 1,012,000 0 0
DSW Inc. COM 23334L102 35,339 481,000 SH   DFND 0 481,000 0 0
Denny's Corp. COM 24869P104 8,478 1,508,600 SH   DFND 0 1,508,600 0 0
Dollar Tree, Inc. COM 256746108 20,311 399,500 SH   DFND 0 399,500 0 0
Dr Pepper Snapple Group, Inc. COM 26138e109 551 12,000 SH   DFND 0 12,000 0 0
E.I. du Pont De Nemours & Co COM 263534109 513 9,780 SH   DFND 0 9,780 0 0
EOG Resources, Inc. COM 26875P101 14,485 110,000 SH   DFND 0 110,000 0 0
East West Bancorp., Inc. COM 27579R104 48,584 1,766,700 SH   DFND 0 1,766,700 0 0
Eaton Corp. COM 278058102 707 10,740 SH   DFND 0 10,740 0 0
Edwards Lifesciences Corp COM 28176E108 34,050 506,700 SH   DFND 0 506,700 0 0
Einstein Noah Restaurant Group COM 28257u104 511 36,000 SH   DFND 0 36,000 0 0
Emerson Electric CO. COM 291011104 584 10,700 SH   DFND 0 10,700 0 0
Enbridge Energy Partners, L.P. COM 29250R106 427 14,000 SH   DFND 0 14,000 0 0
Energen Corporation COM 29265n108 8,053 154,100 SH   DFND 0 154,100 0 0
Equifax Inc. COM 294429105 10,065 170,800 SH   DFND 0 170,800 0 0
Expeditors International of Wa COM 302130109 13,980 367,500 SH   DFND 0 367,500 0 0
FLIR Systems, Inc. COM 302445101 13,811 512,100 SH   DFND 0 512,100 0 0
FMC Corp COM 302491303 50,271 823,300 SH   DFND 0 823,300 0 0
FMC Technologies COM 30249U101 37,247 668,945 SH   DFND 0 668,945 0 0
First Niagara Financial Group, COM 33582v108 14,296 1,419,700 SH   DFND 0 1,419,700 0 0
Flowers Foods, Inc. COM 343498101 14,262 646,800 SH   DFND 0 646,800 0 0
Flowserve Corporation COM 34354P105 12,525 231,900 SH   DFND 0 231,900 0 0
Genesee & Wyoming Inc. COM 371559105 23,272 274,300 SH   DFND 0 274,300 0 0
Genuine Parts Company COM 372460105 608 7,785 SH   DFND 0 7,785 0 0
Gildan Activewear Inc. COM 375916103 13,178 325,300 SH   DFND 0 325,300 0 0
Greif Inc. COM 397624107 521 9,900 SH   DFND 0 9,900 0 0
Haemonetics Corporation COM 405024100 18,173 439,500 SH   DFND 0 439,500 0 0
Hasbro, Inc. COM 418056107 623 13,900 SH   DFND 0 13,900 0 0
Hawaiian Electric Industries, COM 419870100 18,207 719,375 SH   DFND 0 719,375 0 0
Herman Miller, Inc. COM 600544100 40,297 1,488,625 SH   DFND 0 1,488,625 0 0
Hospira, Inc. COM 441060100 9,861 257,400 SH   DFND 0 257,400 0 0
Humana Inc. COM 444859102 9,982 118,300 SH   DFND 0 118,300 0 0
Huron Consulting Group Inc. COM 447462102 17,932 387,800 SH   DFND 0 387,800 0 0
ICON PLC - ADR COM g4705a100 10,912 308,000 SH   DFND 0 308,000 0 0
IDEXX Laboratories, Inc. COM 45168D104 32,288 360,000 SH   DFND 0 360,000 0 0
Informatica Corporation COM 45666q102 10,165 290,600 SH   DFND 0 290,600 0 0
Innophos Holdings, Inc. COM 45774n108 7,132 151,200 SH   DFND 0 151,200 0 0
Intel Corporation COM 458140100 439 18,100 SH   DFND 0 18,100 0 0
Itron, Inc. COM 465741106 7,688 181,200 SH   DFND 0 181,200 0 0
J.B. Hunt Transport Services, COM 445658107 38,699 535,700 SH   DFND 0 535,700 0 0
Johnson & Johnson COM 478160104 677 7,885 SH   DFND 0 7,885 0 0
Jones Lang LaSalle Incorporate COM 48020Q107 54,292 595,700 SH   DFND 0 595,700 0 0
Kimberly-Clark Corp. COM 494368103 685 7,050 SH   DFND 0 7,050 0 0
Kirby Corporation COM 497266106 33,804 425,000 SH   DFND 0 425,000 0 0
Koninklijke Philips Electronic COM 500472303 13,013 478,600 SH   DFND 0 478,600 0 0
LKQ Corporation COM 501889208 70,411 2,734,400 SH   DFND 0 2,734,400 0 0
LPL Financial Holdings, Inc. COM 50212V100 39,588 1,048,400 SH   DFND 0 1,048,400 0 0
Lancaster Colony Corporation COM 513847103 6,699 85,900 SH   DFND 0 85,900 0 0
Leggett & Platt COM 524660107 710 22,825 SH   DFND 0 22,825 0 0
Lennox International Inc. COM 526107107 12,708 196,900 SH   DFND 0 196,900 0 0
Linear Technology Corporation COM 535678106 12,231 332,000 SH   DFND 0 332,000 0 0
Lockheed Martin Corporation COM 539830109 629 5,800 SH   DFND 0 5,800 0 0
Maidenform Brands, Inc. COM 560305104 5,156 297,500 SH   DFND 0 297,500 0 0
Marsh & Mclennan Companies, In COM 571748102 487 12,200 SH   DFND 0 12,200 0 0
Masimo Corporation COM 574795100 12,913 609,110 SH   DFND 0 609,110 0 0
Matson Inc. COM 57686g105 8,870 354,800 SH   DFND 0 354,800 0 0
Mattel Inc. COM 577081102 45,020 993,605 SH   DFND 0 993,605 0 0
Meredith Corp. COM 589433101 706 14,800 SH   DFND 0 14,800 0 0
Micros Systems Inc COM 594901100 16,345 378,800 SH   DFND 0 378,800 0 0
Microsoft Corporation COM 594918104 597 17,295 SH   DFND 0 17,295 0 0
Mobile Mini, Inc. COM 60740F105 9,263 279,438 SH   DFND 0 279,438 0 0
Mohawk Industries Inc COM 608190104 57,471 510,900 SH   DFND 0 510,900 0 0
Molex Incorporated COM 608554101 572 19,500 SH   DFND 0 19,500 0 0
Molson Coors Brewing Company COM 60871R209 570 11,900 SH   DFND 0 11,900 0 0
NVIDIA Corporation COM 67066g104 7,869 560,500 SH   DFND 0 560,500 0 0
National Instruments Corporati COM 636518102 8,058 288,400 SH   DFND 0 288,400 0 0
New Gold Inc. COM 644535106 5,712 889,700 SH   DFND 0 889,700 0 0
Newmont Mining COM 651639106 314 10,500 SH   DFND 0 10,500 0 0
Noble Energy COM 655044105 30,722 511,700 SH   DFND 0 511,700 0 0
Norfolk Southern Corp. COM 655844108 494 6,800 SH   DFND 0 6,800 0 0
Occidental Petroleum Corporati COM 674599105 7,290 81,700 SH   DFND 0 81,700 0 0
Orbital Sciences Corporation COM 685564106 12,062 694,400 SH   DFND 0 694,400 0 0
Pall Corporation COM 696429307 44,309 667,000 SH   DFND 0 667,000 0 0
Paychex, Inc. COM 704326107 599 16,400 SH   DFND 0 16,400 0 0
PerkinElmer, Inc. COM 714046109 24,684 759,500 SH   DFND 0 759,500 0 0
Perrigo Company COM 714290103 58,334 482,100 SH   DFND 0 482,100 0 0
PetSmart, Inc. COM 716768106 30,629 457,215 SH   DFND 0 457,215 0 0
Polaris Industries Inc. COM 731068102 14,155 149,000 SH   DFND 0 149,000 0 0
Power Integrations, Inc. COM 739276103 13,052 321,800 SH   DFND 0 321,800 0 0
QLIK Technologies Inc. COM 74733T105 7,265 257,000 SH   DFND 0 257,000 0 0
RPM International, Inc. COM 749685103 703 22,000 SH   DFND 0 22,000 0 0
Reynolds American COM 761713106 588 12,150 SH   DFND 0 12,150 0 0
Rollins Inc COM 775711104 36,540 1,410,792 SH   DFND 0 1,410,792 0 0
Royal Caribbean Cruises Ltd. COM V7780T103 14,751 442,450 SH   DFND 0 442,450 0 0
SBA Communications Corporation COM 78388J106 42,033 567,100 SH   DFND 0 567,100 0 0
Sally Beauty Holdings, Inc. COM 79546e104 32,229 1,036,300 SH   DFND 0 1,036,300 0 0
Solera Holdings Inc. COM 83421A104 31,810 571,600 SH   DFND 0 571,600 0 0
Spectra Energy Corporation COM 847560109 565 16,400 SH   DFND 0 16,400 0 0
Steelcase, Inc. COM 858155203 14,974 1,027,000 SH   DFND 0 1,027,000 0 0
Stericycle, Inc. COM 858912108 54,795 496,200 SH   DFND 0 496,200 0 0
Sysco Corp. COM 871829107 588 17,200 SH   DFND 0 17,200 0 0
TIBCO Software Inc. COM 88632q103 3,341 156,100 SH   DFND 0 156,100 0 0
Tempur-Pedic International Inc COM 88023u101 7,582 172,700 SH   DFND 0 172,700 0 0
Teradata Corp. COM 88076w103 29,651 590,300 SH   DFND 0 590,300 0 0
The Scotts Miracle-Gro Company COM 810186106 10,962 226,900 SH   DFND 0 226,900 0 0
The Sherwin-Williams Company COM 824348106 10,243 58,000 SH   DFND 0 58,000 0 0
The Valspar Corporation COM 920355104 45,088 697,200 SH   DFND 0 697,200 0 0
Trimble Navigation Ltd. COM 896239100 45,891 1,765,700 SH   DFND 0 1,765,700 0 0
Tumi Holdings Inc. COM 89969q104 25,438 1,059,900 SH   DFND 0 1,059,900 0 0
Ubiquiti Networks Inc. COM 90347a100 3,780 215,500 SH   DFND 0 215,500 0 0
Union Pacific Corporation COM 907818108 14,471 93,800 SH   DFND 0 93,800 0 0
United Parcel Service Inc. COM 911312106 589 6,815 SH   DFND 0 6,815 0 0
Verint Systems Inc. COM 92343x100 17,434 491,500 SH   DFND 0 491,500 0 0
W.W. Grainger, Inc. COM 384802104 7,162 28,400 SH   DFND 0 28,400 0 0
Walgreen Company COM 931422109 681 15,400 SH   DFND 0 15,400 0 0
Watsco Inc. COM 942622200 39,453 469,900 SH   DFND 0 469,900 0 0
Wolverine World Wide, Inc. COM 978097103 11,195 205,000 SH   DFND 0 205,000 0 0
Woodward Inc. COM 980745103 38,556 963,900 SH   DFND 0 963,900 0 0
World Fuel Services Corporatio COM 981475106 18,295 457,600 SH   DFND 0 457,600 0 0
Xylem, Inc. COM 98419m100 37,484 1,391,400 SH   DFND 0 1,391,400 0 0
Zebra Technologies Corporation COM 989207105 27,623 635,900 SH   DFND 0 635,900 0 0
eBay Inc. COM 278642103 9,879 191,000 SH   DFND 0 191,000 0 0