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
AAC Holdings Inc. COM 000307108 11,958 386,754 SH   DFND 1 366,254 0 20,500
Acadia Healthcare Company, Inc. COM 00404A109 25,104 410,129 SH   DFND 1 388,229 0 21,900
Actavis PLC SHS G0083B108 106,571 414,013 SH   DFND 1 386,842 0 27,171
Activision Blizzard, Inc. COM 00507V109 3,151 159,400 SH   DFND 1 159,400 0 0
Advance Auto Parts, Inc. COM 00751Y106 10,063 63,175 SH   DFND 1 63,175 0 0
Akamai Technologies, Inc. COM 00971T101 10,200 162,000 SH   DFND 1 162,000 0 0
Alibaba Group Holding Ltd. SPONSORED ADS 01609W102 5,688 54,720 SH   DFND 1 54,720 0 0
Allegiant Travel Co. COM 01748X102 6,976 46,403 SH   DFND 1 40,788 0 5,615
Alliance Data Systems Corp. COM 018581108 5,957 20,826 SH   DFND 1 20,826 0 0
Allison Transmission Holdings Inc. COM 01973R101 18,763 553,480 SH   DFND 1 494,680 0 58,800
Allscripts Healthcare Solutions, Inc. COM 01988P108 107,725 8,435,749 SH   DFND 1 8,018,637 0 417,112
America Movil S.A.B de C.V. SPON ADR A SHS 02364W105 5,908 266,368 SH   DFND 1 266,368 0 0
American Axle & Manufacturing Holdings Inc. COM 024061103 38,600 1,708,718 SH   DFND 1 1,699,218 0 9,500
American Campus Communities, Inc. COM 024835100 26,359 637,304 SH   DFND 1 571,904 0 65,400
Ameriprise Financial, Inc. COM 03076C106 24,027 181,677 SH   DFND 1 162,022 0 19,655
AMETEK, Inc. COM 031100100 7,636 147,065 SH   DFND 1 147,065 0 0
Amgen, Inc. COM 031162100 640 4,020 SH   DFND 1 4,020 0 0
Amicus Therapeutics, Inc. COM 03152W109 23,720 2,850,955 SH   DFND 1 2,697,312 0 153,643
AOL, Inc. COM 00184X105 34,790 753,519 SH   DFND 1 753,519 0 0
Apple, Inc. COM 037833100 13,288 120,386 SH   DFND 1 120,386 0 0
Approach Resources, Inc. COM 03834A103 22,414 3,507,615 SH   DFND 1 3,488,715 0 18,900
Ares Commercial Real Estate Corp. COM 04013V108 19,729 1,718,567 SH   DFND 1 1,709,367 0 9,200
Associated Banc Corp. COM 045487105 87,873 4,716,771 SH   DFND 1 4,689,858 0 26,913
Atricure, Inc. COM 04963C209 21,043 1,054,238 SH   DFND 1 997,909 0 56,329
Avago Technologies Ltd. SHS Y0486S104 431 4,285 SH   DFND 1 4,285 0 0
Avery Dennison Corp. COM 053611109 51,776 997,992 SH   DFND 1 992,504 0 5,488
Axiall Corp. COM 05463D100 30,911 727,835 SH   DFND 1 652,135 0 75,700
Baidu, Inc. SPON ADR REP A 056752108 6,489 28,465 SH   DFND 1 28,465 0 0
Banner Corporation COM NEW 06652V208 19,725 458,507 SH   DFND 1 455,907 0 2,600
Barracuda Networks Inc. COM 068323104 31,277 872,696 SH   DFND 1 826,038 0 46,658
Bazaarvoice, Inc. COM 073271108 3,230 401,800 SH   DFND 1 401,800 0 0
Biogen Idec, Inc. COM 09062X103 413 1,218 SH   DFND 1 1,218 0 0
BioMarin Pharmaceutical, Inc. COM 09061G101 8,534 94,400 SH   DFND 1 94,400 0 0
Bitauto Holdings Ltd. SPONSORED ADS 091727107 214 3,038 SH   DFND 1 3,038 0 0
Blackhawk Network Holdings Inc. CL B 09238E203 12,127 321,752 SH   DFND 1 304,452 0 17,300
Bluebird Bio, Inc. COM 09609G100 31,077 338,829 SH   DFND 1 321,329 0 17,500
Boston Beer Co. Inc. CL A 100557107 47,948 165,751 SH   DFND 1 160,703 0 5,048
Boston Private Financial Holdings, Inc. COM 101119105 19,595 1,454,733 SH   DFND 1 1,446,833 0 7,900
Bristow Group, Inc. COM 110394103 55,274 840,164 SH   DFND 1 835,620 0 4,544
Broadcom Corp. CL A 111320107 72,877 1,681,900 SH   DFND 1 1,609,600 0 72,300
Brunswick Corp. COM 117043109 30,743 599,755 SH   DFND 1 599,755 0 0
Burlington Stores, Inc. COM 122017106 30,042 636,794 SH   DFND 1 606,894 0 29,900
Cabot Oil & Gas Corp. COM 127097103 22,726 767,500 SH   DFND 1 767,500 0 0
Calpine Corp. COM 131347304 103,146 4,660,929 SH   DFND 1 4,465,969 0 194,960
Cameron International Corp. COM 13342B105 2,058 41,200 SH   DFND 1 41,200 0 0
Capella Education Co. COM 139594105 57,919 752,589 SH   DFND 1 591,370 0 161,219
Cardinal Health, Inc. COM 14149Y108 28,682 355,279 SH   DFND 1 317,779 0 37,500
Carrizo Oil & Gas, Inc. COM 144577103 31,750 763,232 SH   DFND 1 636,802 0 126,430
Carter's, Inc. COM 146229109 43,829 501,989 SH   DFND 1 489,289 0 12,700
CBL & Associates Properties, Inc. COM 124830100 37,326 1,922,058 SH   DFND 1 1,911,458 0 10,600
CBRE Group, Inc. CL A 12504L109 34,240 1,002,518 SH   DFND 1 923,675 0 78,843
Celgene Corp. COM 151020104 8,455 76,482 SH   DFND 1 76,482 0 0
Cemex S.A.B de C.V. SPON ADR NEW 151290889 18,899 1,854,684 SH   DFND 1 1,854,684 0 0
Charles River Laboratories International Inc. COM 159864107 24,450 384,195 SH   DFND 1 342,495 0 41,700
Check Point Software Technologies Ltd. ORD M22465104 16,715 212,735 SH   DFND 1 190,235 0 22,500
Chevron Corp. COM 166764100 102,970 917,900 SH   DFND 1 856,915 0 60,985
Chimerix, Inc. COM 16934W106 25,197 625,850 SH   DFND 1 594,050 0 31,800
Chipotle Mexican Grill, Inc. COM 169656105 4,185 6,114 SH   DFND 1 6,114 0 0
Cisco Systems, Inc. COM 17275R102 521 18,733 SH   DFND 1 18,733 0 0
Citigroup, Inc. COM NEW 172967424 60,111 1,110,900 SH   DFND 1 1,110,900 0 0
Citizens Financial Group Inc. COM 174610105 49,954 2,009,400 SH   DFND 1 2,009,400 0 0
Clean Harbors, Inc. COM 184496107 102,575 2,134,746 SH   DFND 1 1,930,746 0 204,000
Cogent Communications Holdings, Inc. COM NEW 19239V302 20,118 568,460 SH   DFND 1 538,460 0 30,000
Colgate-Palmolive Co. COM 194162103 1,003 14,500 SH   DFND 1 14,500 0 0
Comerica, Inc. COM 200340107 22,777 486,280 SH   DFND 1 435,280 0 51,000
Commvault Systems, Inc. COM 204166102 83,396 1,613,380 SH   DFND 1 1,604,680 0 8,700
Companhia Brasileira de Distribuica SPN ADR PFD CL A 20440T201 1,948 52,883 SH   DFND 1 52,883 0 0
Companhia Paranaense de Energia SPON ADR PFD 20441B407 5,705 433,172 SH   DFND 1 433,172 0 0
comScore, Inc. COM 20564W105 28,585 615,650 SH   DFND 1 582,350 0 33,300
Concho Resources, Inc. COM 20605P101 43,864 439,740 SH   DFND 1 419,018 0 20,722
Constant Contact, Inc. COM 210313102 74,565 2,032,631 SH   DFND 1 1,687,901 0 344,730
Constellation Brands, Inc. CL A 21036P108 11,879 121,472 SH   DFND 1 121,472 0 0
Cornerstone OnDemand, Inc. COM 21925Y103 2,161 61,400 SH   DFND 1 61,400 0 0
Costco Wholesale Corp. COM 22160K105 5,865 41,879 SH   DFND 1 41,879 0 0
Credicorp Ltd. COM G2519Y108 5,633 35,165 SH   DFND 1 35,165 0 0
Crown Holdings, Inc. COM 228368106 24,863 488,464 SH   DFND 1 435,559 0 52,905
Cummins, Inc. COM 231021106 36,786 255,155 SH   DFND 1 255,155 0 0
Customers Bancorp, Inc. COM 23204G100 17,326 890,343 SH   DFND 1 842,977 0 47,366
CVS Health Corp. COM 126650100 47,842 496,750 SH   DFND 1 496,750 0 0
Cytec Industries, Inc. COM 232820100 41,834 908,166 SH   DFND 1 859,956 0 48,210
D.R. Horton, Inc. COM 23331A109 36,327 1,436,400 SH   DFND 1 1,436,400 0 0
Dana Holding Corp. COM 235825205 112,979 5,196,816 SH   DFND 1 4,970,587 0 226,229
Deckers Outdoor Corp. COM 243537107 39,339 432,110 SH   DFND 1 419,910 0 12,200
Dexcom, Inc. COM 252131107 29,416 535,254 SH   DFND 1 506,579 0 28,675
Diamond Foods, Inc. COM 252603105 41 1,450 SH   DFND 1 1,450 0 0
Diamondback Energy, Inc. COM 25278X109 32,617 545,625 SH   DFND 1 533,925 0 11,700
DIRECTV COM 25490A309 21,102 243,389 SH   DFND 1 243,389 0 0
Dolby Laboratories, Inc. COM 25659T107 81,342 1,886,399 SH   DFND 1 1,810,861 0 75,538
Dollar General Corp. COM 256677105 70,549 997,860 SH   DFND 1 944,260 0 53,600
Dollar Tree, Inc. COM 256746108 686 9,742 SH   DFND 1 9,742 0 0
Domino's Pizza, Inc. COM 25754A201 688 7,310 SH   DFND 1 7,310 0 0
Eastman Chemical Co. COM 277432100 12,519 165,030 SH   DFND 1 147,530 0 17,500
eBay, Inc. COM 278642103 4,074 72,600 SH   DFND 1 72,600 0 0
Edwards Lifesciences Corp. COM 28176E108 7,668 60,839 SH   DFND 1 60,839 0 0
eHealth Inc. COM 28238P109 46,762 1,876,488 SH   DFND 1 1,865,859 0 10,629
Eli Lilly & Co. COM 532457108 710 10,292 SH   DFND 1 10,292 0 0
EMC Corp. COM 268648102 7,474 251,300 SH   DFND 1 251,300 0 0
Endo International PLC SHS G30401106 25,382 351,943 SH   DFND 1 314,720 0 37,223
Endurance International Group Holdings Inc. COM 29272B105 22,962 1,245,910 SH   DFND 1 1,240,010 0 5,900
Endurance Specialty Holdings Ltd. SHS G30397106 53,016 885,961 SH   DFND 1 885,961 0 0
Enersis S.A. SPONSORED ADR 29274F104 5,513 343,906 SH   DFND 1 343,906 0 0
Envision Healthcare Holdings Inc. COM 29413U103 2,293 66,100 SH   DFND 1 66,100 0 0
EOG Resources, Inc. COM 26875P101 5,529 61,469 SH   DFND 1 61,469 0 0
Equity Commonwealth COM SH BEN INT 294628102 19,633 764,840 SH   DFND 1 682,540 0 82,300
Essent Group Ltd. COM G3198U102 59,875 2,328,853 SH   DFND 1 2,328,853 0 0
Euronet Worldwide, Inc. COM 298736109 111,127 2,024,167 SH   DFND 1 1,674,548 0 349,619
Everyday Health Inc. COM 300415106 2,171 147,200 SH   DFND 1 147,200 0 0
ExamWorks Group, Inc. COM 30066A105 52,453 1,261,197 SH   DFND 1 1,111,007 0 150,190
Expedia, Inc. COM NEW 30212P105 10,900 128,601 SH   DFND 1 128,601 0 0
Facebook, Inc. CL A 30303M102 22,189 285,757 SH   DFND 1 285,757 0 0
FedEx Corp. COM 31428X106 2,503 14,415 SH   DFND 1 14,415 0 0
FEI Company COM 30241L109 24,592 272,184 SH   DFND 1 259,044 0 13,140
Fidelity National Information Services COM 31620M106 25,492 409,835 SH   DFND 1 365,985 0 43,850
Fifth Third Bancorp COM 316773100 398 19,531 SH   DFND 1 19,531 0 0
First American Financial Corp. COM 31847R102 120,983 3,568,809 SH   DFND 1 3,402,630 0 166,179
First Horizon National Corp. COM 320517105 144,581 10,646,591 SH   DFND 1 10,077,902 0 568,689
FirstMerit Corp. COM 337915102 21,839 1,156,099 SH   DFND 1 1,150,090 0 6,009
Fleetcor Technologies, Inc. COM 339041105 5,887 39,590 SH   DFND 1 39,590 0 0
Fluidigm Corp. COM 34385P108 26,764 793,478 SH   DFND 1 751,078 0 42,400
FNF Group CL A 31620R303 106,434 3,089,533 SH   DFND 1 2,815,290 0 274,243
Fortinet, Inc. COM 34959E109 2,296 74,900 SH   DFND 1 74,900 0 0
Franklin Resources, Inc. COM 354613101 59,622 1,076,800 SH   DFND 1 1,076,800 0 0
Freshpet Inc. COM 358039105 17,726 1,039,040 SH   DFND 1 983,940 0 55,100
FTD Companies Inc. COM 30281V108 70,490 2,024,407 SH   DFND 1 2,013,325 0 11,082
Gaming and Leisure Properties, Inc. COM 36467J108 22,607 770,533 SH   DFND 1 688,570 0 81,963
General Motors Co. COM 37045V100 75,517 2,163,200 SH   DFND 1 2,163,200 0 0
Gentex Corp. COM 371901109 45,138 1,251,475 SH   DFND 1 1,251,475 0 0
G-III Apparel Group Ltd. COM 36237H101 25,287 250,345 SH   DFND 1 237,045 0 13,300
Gilead Sciences, Inc. COM 375558103 17,850 190,460 SH   DFND 1 190,460 0 0
Global Payments, Inc. COM 37940X102 2,898 36,546 SH   DFND 1 36,546 0 0
GNC Holdings, Inc. CL A 36191G107 48,507 1,032,933 SH   DFND 1 921,433 0 111,500
Google Inc. CL C 38259P706 21,303 40,469 SH   DFND 1 40,469 0 0
Google Inc. CL A 38259P508 70,679 133,190 SH   DFND 1 129,505 0 3,685
Gran Tierra Energy Inc. COM 38500T101 182 47,287 SH   DFND 1 47,287 0 0
Grupo Televisa S.A.B. SPON ADR REP ORD 40049J206 6,969 204,608 SH   DFND 1 204,608 0 0
Guidewire Software Inc. COM 40171V100 2,025 40,000 SH   DFND 1 40,000 0 0
H&E Equipment Services, Inc. COM 404030108 19,150 681,750 SH   DFND 1 645,550 0 36,200
Hancock Holding Company COM 410120109 6,825 222,328 SH   DFND 1 221,268 0 1,060
Heartland Payment Systems, Inc. COM 42235N108 53,092 984,097 SH   DFND 1 840,755 0 143,342
HEICO Corp. CL A 422806208 73,933 1,561,079 SH   DFND 1 1,326,458 0 234,621
Hess Corp. COM 42809H107 401 5,437 SH   DFND 1 5,437 0 0
Hexcel Corp. COM 428291108 68,103 1,644,231 SH   DFND 1 1,560,538 0 83,693
Hilton Worldwide Holdings, Inc. COM 43300A104 10,465 406,053 SH   DFND 1 406,053 0 0
HMS Holdings Corp. COM 40425J101 128,804 6,092,911 SH   DFND 1 5,799,945 0 292,966
Horsehead Holding Corp. COM 440694305 71,742 4,532,054 SH   DFND 1 4,255,555 0 276,499
Huntington Ingalls Industries, Inc. COM 446413106 18,687 166,164 SH   DFND 1 165,240 0 924
Huron Consulting Group, Inc. COM 447462102 65,611 960,086 SH   DFND 1 769,096 0 190,990
IAC/InterActive Corp. COM PAR $.001 44919P508 31,461 517,540 SH   DFND 1 462,640 0 54,900
ICICI Bank Ltd. ADR 45104G104 6,060 524,688 SH   DFND 1 524,688 0 0
IDEXX Laboratories, Inc. COM 45168D104 29,891 201,600 SH   DFND 1 201,600 0 0
iKang Healthcare Group, Inc. SPONSORED ADR 45174L108 2,752 182,990 SH   DFND 1 182,990 0 0
Illinois Tool Works, Inc. COM 452308109 5,258 57,090 SH   DFND 1 57,090 0 0
Illumina, Inc. COM 452327109 2,741 14,850 SH   DFND 1 14,850 0 0
Imax Corp. COM 45245E109 72,889 2,358,855 SH   DFND 1 1,852,205 0 506,650
Immune Design Corporation COM 45252L103 9,206 299,102 SH   DFND 1 283,302 0 15,800
Infinera Corp. COM 45667G103 3,696 251,100 SH   DFND 1 251,100 0 0
Infoblox, Inc. COM 45672H104 4,375 216,500 SH   DFND 1 216,500 0 0
Informatica Corp. COM 45666Q102 50,157 1,315,260 SH   DFND 1 1,110,660 0 204,600
Interactive Brokers Group, Inc. COM 45841N107 85,684 2,938,424 SH   DFND 1 2,921,791 0 16,633
IntercontinentalExchange Group, Inc. COM 45866F104 2,446 11,155 SH   DFND 1 11,155 0 0
Intuitive Surgical, Inc. COM NEW 46120E602 52,116 98,529 SH   DFND 1 93,804 0 4,725
Iron Mountain Inc. COM 462846106 62,919 1,627,489 SH   DFND 1 1,391,399 0 236,090
iShares MSCI EAFE Index Fund MSCI EAFE ETF 464287465 3,338 54,869 SH   DFND 1 54,869 0 0
iShares MSCI Emerging Markets Index Fund MSCI EMG MKT ETF 464287234 5,532 140,800 SH   DFND 1 140,800 0 0
ITT Corp. COM 450911201 20,591 508,929 SH   DFND 1 505,967 0 2,962
Jazz Pharmaceuticals PLC SHS G50871105 47,092 287,828 SH   DFND 1 287,828 0 0
JDS Uniphase Corp. COM PAR $0.001 46612J507 1,933 140,900 SH   DFND 1 140,900 0 0
Johnson & Johnson COM 478160104 869 8,308 SH   DFND 1 8,308 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 80,284 535,475 SH   DFND 1 532,313 0 3,162
JPMorgan Chase & Co. COM 46625H100 100,213 1,601,353 SH   DFND 1 1,523,053 0 78,300
Juno Therapeutics Inc. COM 48205A109 12,713 243,460 SH   DFND 1 230,760 0 12,700
Keurig Green Mountain Inc. COM 49271M100 8,831 66,893 SH   DFND 1 66,893 0 0
KeyCorp COM 493267108 45,292 3,258,413 SH   DFND 1 2,700,118 0 558,295
Kinder Morgan Inc. COM 49456B101 115,113 2,720,711 SH   DFND 1 2,601,099 0 119,612
King Digital Entertainment PLC ORD SHS G5258J109 6,124 400,284 SH   DFND 1 400,284 0 0
Kite Pharma Inc. COM 49803L109 18,247 316,410 SH   DFND 1 299,710 0 16,700
Knoll, Inc. COM NEW 498904200 17,126 808,966 SH   DFND 1 695,972 0 112,994
KYTHERA Biopharmaceuticals, Inc. COM 501570105 12,463 359,371 SH   DFND 1 340,771 0 18,600
La Quinta Holdings, Inc. COM 50420D108 69,212 3,140,959 SH   DFND 1 2,511,509 0 629,450
Lam Research Corp. COM 512807108 10,148 128,213 SH   DFND 1 128,213 0 0
Lamar Advertising Co. CL A 512816109 105 1,956 SH   DFND 1 1,956 0 0
Laredo Petroleum, Inc. COM 516806106 52,895 5,110,634 SH   DFND 1 4,770,196 0 340,438
Leju Holdings Ltd. SPONSORED ADS 50187J108 114 10,587 SH   DFND 1 10,587 0 0
Liberty Broadband Corp. RIGHT 01/09/2015 530307115 919 96,713 SH   DFND 1 86,294 0 10,419
Liberty Broadband Corp. COM SER C 530307305 24,105 483,845 SH   DFND 1 431,750 0 52,095
Liberty Interactive Corp. INT COM SER A 53071M104 216,509 7,359,233 SH   DFND 1 6,782,713 0 576,520
Liberty Interactive Corp. LBT VENT COM A 53071M880 116,710 3,094,106 SH   DFND 1 2,902,626 0 191,480
Liberty Media Corp. COM SER C 531229300 33,943 968,968 SH   DFND 1 864,788 0 104,180
Lifelock Inc. COM 53224V100 2,649 143,100 SH   DFND 1 143,100 0 0
Ligand Pharmaceuticals, Inc. COM NEW 53220K504 76,125 1,430,650 SH   DFND 1 1,094,263 0 336,387
LinkedIn Corp. COM CL A 53578A108 1,780 7,750 SH   DFND 1 7,750 0 0
Lithia Motors Inc. CL A 536797103 24,889 287,109 SH   DFND 1 271,909 0 15,200
Littelfuse, Inc. COM 537008104 56,725 586,785 SH   DFND 1 469,365 0 117,420
LogMeIn, Inc. COM 54142L109 120,746 2,447,939 SH   DFND 1 2,097,190 0 350,749
Loxo Oncology Inc. COM 548862101 8,626 734,141 SH   DFND 1 695,641 0 38,500
Macy's Inc. COM 55616P104 10,033 154,244 SH   DFND 1 154,244 0 0
Magellan Health, Inc. COM 559079207 94,780 1,578,872 SH   DFND 1 1,492,558 0 86,314
Mallinckrodt PLC SHS G5785G107 3,417 34,500 SH   DFND 1 34,500 0 0
Marathon Oil Corp. COM 565849106 36,561 1,292,354 SH   DFND 1 1,292,354 0 0
MarketAxess Holdings, Inc. COM 57060D108 34,439 480,247 SH   DFND 1 419,693 0 60,554
Marriott Vacations Worldwide Corp. COM 57164Y107 67,871 911,435 SH   DFND 1 719,436 0 191,999
Masonite International Corp. COM 575385109 70,135 1,141,151 SH   DFND 1 1,134,629 0 6,522
Materion Corp. COM 576690101 18,741 531,951 SH   DFND 1 529,151 0 2,800
Mavenir Systems, Inc. COM 577675101 5,890 434,400 SH   DFND 1 434,400 0 0
MaxLinear, Inc. CL A 57776J100 2,865 386,700 SH   DFND 1 386,700 0 0
Mead Johnson Nutrition Co. COM 582839106 3,768 37,475 SH   DFND 1 37,475 0 0
Merck & Co., Inc. COM 58933Y105 38,315 674,675 SH   DFND 1 674,675 0 0
MFA Financial Inc. COM 55272X102 19,881 2,488,262 SH   DFND 1 2,474,562 0 13,700
Micrel, Inc. COM 594793101 2,721 187,525 SH   DFND 1 187,525 0 0
Micron Technology, Inc. COM 595112103 16,654 475,700 SH   DFND 1 475,700 0 0
Microsemi Corp. COM 595137100 82,709 2,917,875 SH   DFND 1 2,568,005 0 349,870
Microsoft Corp. COM 594918104 96,500 2,078,363 SH   DFND 1 2,000,463 0 77,900
MicroStrategy, Inc. CL A NEW 594972408 41,957 258,355 SH   DFND 1 256,910 0 1,445
Mondelez International, Inc. CL A 609207105 52,152 1,435,700 SH   DFND 1 1,435,700 0 0
Monolithic Power Systems, Inc. COM 609839105 3,248 65,300 SH   DFND 1 65,300 0 0
MRC Global, Inc. COM 55345K103 61,071 4,031,112 SH   DFND 1 3,857,044 0 174,068
Murphy Oil Corp. COM 626717102 319 6,305 SH   DFND 1 6,305 0 0
NanoString Technologies, Inc. COM 63009R109 10,269 737,210 SH   DFND 1 698,710 0 38,500
Navient Corp. COM 63938C108 25 1,153 SH   DFND 1 1,153 0 0
Navistar International Corp. PFD SR D CONV 63934E108 94,126 2,811,417 SH   DFND 1 2,689,117 0 122,300
Neff Corporation COM CL A 640094207 10,407 923,430 SH   DFND 1 873,930 0 49,500
NetSuite, Inc. COM 64118Q107 2,065 18,920 SH   DFND 1 18,920 0 0
Newpark Resources, Inc. COM PAR $.01NEW 651718504 33,518 3,513,460 SH   DFND 1 2,987,480 0 525,980
Nielsen NV COM N63218106 24,975 558,345 SH   DFND 1 499,645 0 58,700
Northwest Bancshares Inc. COM 667340103 69 5,516 SH   DFND 1 5,516 0 0
Novartis AG SPONSORED ADR 66987V109 278 3,000 SH   DFND 1 3,000 0 0
NRG Energy, Inc. COM NEW 629377508 68,481 2,541,035 SH   DFND 1 2,436,535 0 104,500
NVR, Inc. COM 62944T105 37,256 29,213 SH   DFND 1 26,194 0 3,019
NXP Semiconductors NV COM N6596X109 9,497 124,300 SH   DFND 1 124,300 0 0
NxStage Medical Inc. COM 67072V103 41,258 2,301,042 SH   DFND 1 2,178,242 0 122,800
O2Micro International Ltd. SPONS ADR 67107W100 579 242,312 SH   DFND 1 242,312 0 0
Ocular Therapeutix, Inc. COM 67576A100 17,068 725,677 SH   DFND 1 686,877 0 38,800
Old Dominion Freight Line, Inc. COM 679580100 43,245 557,645 SH   DFND 1 544,014 0 13,631
Olin Corp. COM PAR $1 680665205 46,377 2,036,739 SH   DFND 1 2,025,082 0 11,657
Oracle Corp. COM 68389X105 32,297 718,200 SH   DFND 1 718,200 0 0
Owens Corning COM 690742101 67,510 1,885,219 SH   DFND 1 1,597,219 0 288,000
Pacira Pharmaceuticals, Inc. COM 695127100 52,693 594,323 SH   DFND 1 579,448 0 14,875
Palo Alto Networks, Inc. COM 697435105 4,381 35,740 SH   DFND 1 35,740 0 0
Parker Hannifin Corp. COM 701094104 36,696 284,575 SH   DFND 1 284,575 0 0
Pennymac Mortgage Investment Trust COM 70931T103 12,660 600,285 SH   DFND 1 596,985 0 3,300
Performant Financial Corp. COM 71377E105 42,289 6,359,301 SH   DFND 1 6,003,200 0 356,101
Petroleo Brasileiro S.A. SPONSORED ADR 71654V408 2,768 379,114 SH   DFND 1 379,114 0 0
Pfizer, Inc. COM 717081103 84,705 2,719,255 SH   DFND 1 2,584,455 0 134,800
Phillips 66 COM 718546104 316 4,409 SH   DFND 1 4,409 0 0
Pinnacle Foods, Inc. COM 72348P104 23,285 663,683 SH   DFND 1 626,583 0 37,100
Plantronics, Inc. COM 727493108 38,378 723,847 SH   DFND 1 720,047 0 3,800
Popeyes Louisiana Kitchen, Inc. COM 732872106 23,686 420,937 SH   DFND 1 370,897 0 50,040
POSCO SPONSORED ADR 693483109 7,345 115,102 SH   DFND 1 115,102 0 0
PRA Group, Inc. COM 69354N106 89,306 1,542,449 SH   DFND 1 1,270,854 0 271,595
Praxair Inc. COM 74005P104 36,365 280,679 SH   DFND 1 280,679 0 0
Precision Castparts Corp. COM 740189105 5,481 22,755 SH   DFND 1 22,755 0 0
Premier, Inc. CL A 74051N102 16,187 482,758 SH   DFND 1 482,758 0 0
Progressive Corp. COM 743315103 470 17,400 SH   DFND 1 17,400 0 0
Proofpoint, Inc. COM 743424103 53,040 1,099,724 SH   DFND 1 1,047,834 0 51,890
Prudential Financial, Inc. COM 744320102 61,646 681,468 SH   DFND 1 681,468 0 0
PTC Inc. COM 69370C100 19,927 545,408 SH   DFND 1 545,408 0 0
Public Service Enterprise Group, Inc. COM 744573106 476 11,500 SH   DFND 1 11,500 0 0
Qlik Technologies, Inc. COM 74733T105 2,063 66,800 SH   DFND 1 66,800 0 0
Quaker Chemical Corp. COM 747316107 64,055 695,944 SH   DFND 1 594,245 0 101,699
Questar Corp. COM 748356102 118,989 4,706,852 SH   DFND 1 4,515,917 0 190,935
Rackspace Hosting, Inc. COM 750086100 69,109 1,476,378 SH   DFND 1 1,399,378 0 77,000
Raymond James Financial, Inc. COM 754730109 35,379 618,896 SH   DFND 1 567,596 0 51,300
Receptos, Inc. COM 756207106 25,967 211,956 SH   DFND 1 200,776 0 11,180
Red Robin Gourmet Burgers COM 75689M101 22,086 286,930 SH   DFND 1 271,830 0 15,100
Reinsurance Group of America, Inc. COM NEW 759351604 18,497 211,101 SH   DFND 1 189,401 0 21,700
Restoration Hardware Holdings, Inc. COM 761283100 78,666 819,350 SH   DFND 1 698,020 0 121,330
RigNet, Inc. COM 766582100 15,802 385,121 SH   DFND 1 364,893 0 20,228
RingCentral, Inc. CL A 76680R206 29,777 1,995,747 SH   DFND 1 1,898,247 0 97,500
Robert Half International, Inc. COM 770323103 29,456 506,322 SH   DFND 1 506,322 0 0
Rock-Tenn Company CL A 772739207 10,618 176,043 SH   DFND 1 176,043 0 0
Rosetta Resources, Inc. COM 777779307 53,008 2,375,991 SH   DFND 1 2,285,845 0 90,146
Ross Stores, Inc. COM 778296103 541 5,744 SH   DFND 1 5,744 0 0
Rowan Companies PLC SHS CL A G7665A101 17,098 733,170 SH   DFND 1 654,607 0 78,563
Sage Therapeutics, Inc. COM 78667J108 12,959 354,058 SH   DFND 1 335,414 0 18,644
Salesforce.com, Inc. COM 79466L302 4,009 67,600 SH   DFND 1 67,600 0 0
Sanderson Farms Inc. COM 800013104 331 3,940 SH   DFND 1 3,940 0 0
Schlumberger Ltd. COM 806857108 4,526 52,995 SH   DFND 1 52,995 0 0
Sealed Air Corp. COM 81211K100 140,052 3,300,782 SH   DFND 1 3,132,982 0 167,800
ServiceNow Inc. COM 81762P102 1,642 24,200 SH   DFND 1 24,200 0 0
Signature Bank COM 82669G104 1,985 15,755 SH   DFND 1 15,755 0 0
Signet Jewelers Ltd. SHS G81276100 33,238 252,627 SH   DFND 1 252,627 0 0
Silicon Graphics International Corp. COM 82706L108 4,081 358,600 SH   DFND 1 358,600 0 0
Simon Property Group, Inc. COM 828806109 623 3,420 SH   DFND 1 3,420 0 0
Simpson Manufacturing Co., Inc. COM 829073105 21,560 623,133 SH   DFND 1 590,233 0 32,900
Sirius XM Holdings Inc. COM 82968B103 35,398 10,113,800 SH   DFND 1 10,113,800 0 0
Six Flags Entertainment Corp. COM 83001A102 63 1,458 SH   DFND 1 1,458 0 0
Snap-On Inc. COM 833034101 7,616 56,621 SH   DFND 1 56,621 0 0
Sonic Corp. COM 835451105 68,218 2,506,752 SH   DFND 1 1,969,002 0 537,750
Southwest Airlines Co. COM 844741108 3,521 84,205 SH   DFND 1 84,205 0 0
Spansion Inc. COM CL A NEW 84649R200 14,589 426,330 SH   DFND 1 407,030 0 19,300
Spirit Airlines, Inc. COM 848577102 15,061 199,267 SH   DFND 1 194,767 0 4,500
Splunk Inc. COM 848637104 1,963 33,300 SH   DFND 1 33,300 0 0
StanCorp Financial Group, Inc. COM 852891100 82,558 1,181,762 SH   DFND 1 1,174,851 0 6,911
Starbucks Corporation COM 855244109 5,374 65,500 SH   DFND 1 65,500 0 0
State Street Corporation COM 857477103 40,697 518,433 SH   DFND 1 518,433 0 0
Steel Dynamics, Inc. COM 858119100 50,904 2,583,313 SH   DFND 1 2,516,613 0 66,700
Steelcase, Inc. CL A 858155203 23,908 1,331,929 SH   DFND 1 1,261,029 0 70,900
STERIS Corporation COM 859152100 53,447 826,038 SH   DFND 1 804,038 0 22,000
Stewart Information Services Corporation COM 860372101 19,177 517,726 SH   DFND 1 515,026 0 2,700
Super Micro Computer, Inc. COM 86800U104 2,728 78,200 SH   DFND 1 78,200 0 0
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SVB Financial Group COM 78486Q101 16,450 141,725 SH   DFND 1 135,775 0 5,950
Symantec Corp. COM 871503108 2,453 95,600 SH   DFND 1 95,600 0 0
Synopsys, Inc. COM 871607107 24,426 561,905 SH   DFND 1 502,205 0 59,700
Synovus Financial Corp. COM 87161C501 40,913 1,510,248 SH   DFND 1 1,502,025 0 8,223
Take-Two Interactive Software, Inc. COM 874054109 31,546 1,125,440 SH   DFND 1 1,069,740 0 55,700
Tata Motors Ltd. SPONSORED ADR 876568502 8,719 206,215 SH   DFND 1 206,215 0 0
Teledyne Technologies, Inc. COM 879360105 64,054 624,638 SH   DFND 1 588,558 0 36,080
Tenneco, Inc. COM 880349105 19,176 338,730 SH   DFND 1 319,630 0 19,100
Tesoro Corp. COM 881609101 2,238 30,731 SH   DFND 1 30,731 0 0
TETRA Technologies, Inc. COM 88162F105 28,320 4,239,489 SH   DFND 1 4,216,818 0 22,671
Texas Instruments, Inc. COM 882508104 524 9,800 SH   DFND 1 9,800 0 0
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The Kroger Co. COM 501044101 13,882 217,345 SH   DFND 1 217,345 0 0
The Medicines Company COM 584688105 13,199 476,998 SH   DFND 1 474,332 0 2,666
The Mosaic Company COM 61945C103 12,639 276,869 SH   DFND 1 247,223 0 29,646
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The Ultimate Software Group, Inc. COM 90385D107 45,307 308,598 SH   DFND 1 292,432 0 16,166
The WhiteWave Foods Co. CL A 966244105 22,249 635,875 SH   DFND 1 635,875 0 0
Torchmark Corp. COM 891027104 74,657 1,378,191 SH   DFND 1 1,370,472 0 7,719
Tower Semiconductor Ltd. SHS NEW M87915274 32,312 2,423,980 SH   DFND 1 2,312,080 0 111,900
Trimas Corp. COM NEW 896215209 30,934 988,608 SH   DFND 1 983,308 0 5,300
Trinet Group Inc. COM 896288107 25,123 805,265 SH   DFND 1 762,865 0 42,400
TrueBlue, Inc. COM 89785X101 19,155 860,890 SH   DFND 1 815,190 0 45,700
Tumi Holdings, Inc. COM 89969Q104 23,438 987,688 SH   DFND 1 982,288 0 5,400
Tupperware Brands Corp. COM 899896104 60,188 955,365 SH   DFND 1 949,970 0 5,395
Twenty-First Century Fox, Inc. CL A 90130A101 109,752 2,857,750 SH   DFND 1 2,702,850 0 154,900
Ulta Salon, Cosmetics & Fragrance, Inc. COM 90384S303 8,935 69,890 SH   DFND 1 69,890 0 0
Ultragenyx Pharmaceutical, Inc. COM 90400D108 15,690 358,378 SH   DFND 1 339,880 0 18,498
Ultrapar Participacoes S.A. SP ADR REP COM 90400P101 2,760 144,740 SH   DFND 1 144,740 0 0
UMB Financial Corp. COM 902788108 18,151 319,056 SH   DFND 1 317,256 0 1,800
Unit Corporation COM 909218109 15,444 452,895 SH   DFND 1 404,395 0 48,500
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Universal Health Services, Inc. CL B 913903100 26,722 240,773 SH   DFND 1 240,773 0 0
Vanguard FTSE Developed Markets Fund FTSE DEV MKT ETF 921943858 3,034 80,083 SH   DFND 1 80,083 0 0
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Voya Financial, Inc. COM 929089100 17,807 420,165 SH   DFND 1 377,065 0 43,100
Walgreens Boots Alliance Inc. COM 931427108 373 4,900 SH   DFND 1 4,900 0 0
Waste Connections, Inc. COM 941053100 37,762 858,413 SH   DFND 1 853,537 0 4,876
Wells Fargo & Co. COM 949746101 61,221 1,116,764 SH   DFND 1 1,116,764 0 0
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Western Digital Corp. COM 958102105 5,770 52,812 SH   DFND 1 52,812 0 0
Westlake Chemical Corp. COM 960413102 432 7,070 SH   DFND 1 7,070 0 0
WEX, Inc. COM 96208T104 25,129 254,032 SH   DFND 1 247,407 0 6,625
William Lyon Homes CL A NEW 552074700 31,128 1,535,678 SH   DFND 1 1,527,471 0 8,207
WisdomTree Investments, Inc. COM 97717P104 45,010 2,873,021 SH   DFND 1 2,333,001 0 540,020
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XL Group PLC SHS G98290102 63,787 1,855,884 SH   DFND 1 1,570,059 0 285,825
Yahoo! Inc. COM 984332106 4,976 98,520 SH   DFND 1 98,520 0 0
YPF S.A. SPON ADR CL D 984245100 3,686 139,257 SH   DFND 1 139,257 0 0
YY Inc. ADS REPCOM CLA 98426T106 3,269 52,434 SH   DFND 1 52,434 0 0
Zayo Group Holdings, Inc. COM 98919V105 25,811 844,315 SH   DFND 1 844,315 0 0
Zeltiq Aesthetics, Inc. COM 98933Q108 20,566 736,886 SH   DFND 1 697,686 0 39,200
Zimmer Holdings, Inc. COM 98956P102 7,058 63,110 SH   DFND 1 63,110 0 0
Zions Bancorporation COM 989701107 27,670 970,550 SH   DFND 1 870,350 0 100,200
Zoetis, Inc. COM 98978V103 9,134 212,262 SH   DFND 1 189,662 0 22,600