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
AOL Inc. COM 00184X105 4,199 106,020 SH   DFND 1 106,020 0 0
Acadia Healthcare Company, Inc. COM 00404A109 33,097 462,249 SH   DFND 1 440,419 0 21,830
Activision Blizzard, Inc. COM 00507V109 10,968 482,623 SH   DFND 1 482,623 0 0
Advance Auto Parts, Inc. COM 00751Y106 9,798 65,455 SH   DFND 1 65,455 0 0
Akamai Technologies, Inc. COM 00971T101 8,903 125,320 SH   DFND 1 125,320 0 0
Allegiant Travel Co. COM 01748X102 61,061 317,545 SH   DFND 1 285,480 0 32,065
Alliance Data Systems Corp. COM 018581108 4,623 15,606 SH   DFND 1 15,606 0 0
Allison Transmission Holdings Inc. COM 01973R101 15,516 485,771 SH   DFND 1 485,771 0 0
Allscripts Healthcare Solutions, Inc. COM 01988P108 105,300 8,804,384 SH   DFND 1 8,306,452 0 497,932
Amazon.com, Inc. COM 023135106 6,229 16,740 SH   DFND 1 16,740 0 0
America Movil S.A.B de C.V. SPON ADR A SHS 02364W105 8,789 429,550 SH   DFND 1 429,550 0 0
American Axle & Manufacturing Holdings Inc. COM 024061103 46,519 1,800,957 SH   DFND 1 1,790,247 0 10,710
American Campus Communities, Inc. COM 024835100 23,893 557,339 SH   DFND 1 557,339 0 0
Ameriprise Financial, Inc. COM 03076C106 598 4,574 SH   DFND 1 4,574 0 0
AMETEK, Inc. COM 031100100 7,982 151,925 SH   DFND 1 151,925 0 0
Amgen, Inc. COM 031162100 606 3,790 SH   DFND 1 3,790 0 0
Amicus Therapeutics, Inc. COM 03152W109 27,902 2,564,545 SH   DFND 1 2,443,072 0 121,473
Apple Inc. COM 037833100 10,464 84,098 SH   DFND 1 84,098 0 0
Approach Resources, Inc. COM 03834A103 24,142 3,663,375 SH   DFND 1 3,641,945 0 21,430
Ares Commercial Real Estate COM 04013V108 19,923 1,803,002 SH   DFND 1 1,792,602 0 10,400
Ascendis Pharma A/S SPONSORED ADR 04351P101 11,385 656,170 SH   DFND 1 624,220 0 31,950
Associated Banc Corp. COM 045487105 92,638 4,980,538 SH   DFND 1 4,949,325 0 31,213
Atricure, Inc. COM 04963C209 24,072 1,174,830 SH   DFND 1 1,119,391 0 55,439
Avalanche Biotechnologies, Inc. COM 05337G107 13,770 339,834 SH   DFND 1 323,478 0 16,356
Avery Dennison Corp. COM 053611109 36,331 686,663 SH   DFND 1 682,595 0 4,068
Axiall Corp. COM 05463D100 29,828 635,455 SH   DFND 1 635,455 0 0
Baidu, Inc. SPON ADR REP A 056752108 3,418 16,400 SH   DFND 1 16,400 0 0
Barracuda Networks Inc. COM 068323104 58,406 1,518,212 SH   DFND 1 1,377,494 0 140,718
B/E Aerospace Inc. COM 073302101 9,756 153,351 SH   DFND 1 153,351 0 0
BioMarin Pharmaceutical, Inc. COM 09061G101 4,225 33,900 SH   DFND 1 33,900 0 0
Biogen Idec, Inc. COM 09062X103 11,484 27,197 SH   DFND 1 27,197 0 0
Blackhawk Network Holdings Inc. CL B 09238E203 24,537 690,212 SH   DFND 1 657,122 0 33,090
Bluebird Bio, Inc. COM 09609G100 30,212 250,164 SH   DFND 1 238,179 0 11,985
Boot Barn Holdings, Inc. COM 099406100 19,327 807,980 SH   DFND 1 769,060 0 38,920
The Boston Beer Company, Inc. CL A 100557107 55,752 208,495 SH   DFND 1 202,757 0 5,738
Boston Private Financial Holdings, Inc. COM 101119105 7,330 603,325 SH   DFND 1 599,975 0 3,350
Bristow Group, Inc. COM 110394103 62,948 1,156,065 SH   DFND 1 1,149,291 0 6,774
Broadcom Corp. CL A 111320107 58,866 1,359,648 SH   DFND 1 1,359,648 0 0
Brunswick Corp. COM 117043109 27,560 535,665 SH   DFND 1 535,665 0 0
Burlington Stores, Inc. COM 122017106 31,998 538,507 SH   DFND 1 515,017 0 23,490
CBL & Associates Properties, Inc. COM 124830100 29,986 1,514,428 SH   DFND 1 1,505,398 0 9,030
CBRE Group, Inc. CL A 12504L109 37,529 969,496 SH   DFND 1 969,496 0 0
CVS Health Corp. COM 126650100 49,339 478,044 SH   DFND 1 478,044 0 0
Cadence Design Systems Inc. COM 127387108 19,089 1,035,170 SH   DFND 1 1,035,170 0 0
Calpine Corp. COM 131347304 107,958 4,720,491 SH   DFND 1 4,699,162 0 21,329
Capella Education Co. COM 139594105 18,919 291,598 SH   DFND 1 276,978 0 14,620
Cardinal Health, Inc. COM 14149Y108 27,951 309,639 SH   DFND 1 309,639 0 0
Carrizo Oil & Gas, Inc. COM 144577103 37,630 757,902 SH   DFND 1 622,682 0 135,220
Carter's, Inc. COM 146229109 50,477 545,879 SH   DFND 1 533,249 0 12,630
Celgene Corp. COM 151020104 11,225 97,369 SH   DFND 1 97,369 0 0
Charles River Laboratories International Inc. COM 159864107 12,470 157,265 SH   DFND 1 157,265 0 0
Chevron Corp. COM 166764100 111,481 1,061,929 SH   DFND 1 985,854 0 76,075
Chimerix, Inc. COM 16934W106 17,259 457,933 SH   DFND 1 435,524 0 22,409
Chipotle Mexican Grill, Inc. COM 169656105 9,435 14,504 SH   DFND 1 14,504 0 0
Cisco Systems, Inc. COM 17275R102 560 20,333 SH   DFND 1 20,333 0 0
Citigroup, Inc. COM NEW 172967424 54,684 1,061,408 SH   DFND 1 1,061,408 0 0
Citizens Financial Group Inc. COM 174610105 51,069 2,116,400 SH   DFND 1 2,116,400 0 0
Clean Harbors, Inc. COM 184496107 122,980 2,165,908 SH   DFND 1 2,046,388 0 119,520
Cogent Communications Holdings, Inc. COM NEW 19239V302 22,610 639,980 SH   DFND 1 609,100 0 30,880
Colgate-Palmolive Co. COM 194162103 797 11,500 SH   DFND 1 11,500 0 0
Comerica, Inc. COM 200340107 23,558 522,000 SH   DFND 1 522,000 0 0
Commvault Systems, Inc. COM 204166102 126,048 2,884,404 SH   DFND 1 2,703,094 0 181,310
Companhia Paranaense de Energia SPON ADR PFD 20441B407 4,412 421,005 SH   DFND 1 421,005 0 0
comScore, Inc. COM 20564W105 41,396 808,521 SH   DFND 1 771,581 0 36,940
Concho Resources, Inc. COM 20605P101 39,829 343,593 SH   DFND 1 343,593 0 0
Constant Contact, Inc. COM 210313102 73,092 1,912,894 SH   DFND 1 1,552,964 0 359,930
Constellation Brands, Inc. CL A 21036P108 14,429 124,163 SH   DFND 1 124,163 0 0
Criteo S.A. SPONS ADS 226718104 2,257 57,140 SH   DFND 1 57,140 0 0
Crown Holdings, Inc. COM 228368106 33,966 628,772 SH   DFND 1 628,772 0 0
Cummins, Inc. COM 231021106 39,490 284,835 SH   DFND 1 284,835 0 0
D.R. Horton, Inc. COM 23331A109 38,610 1,355,700 SH   DFND 1 1,355,700 0 0
Dana Holding Corp. COM 235825205 116,104 5,486,939 SH   DFND 1 5,196,290 0 290,649
Dexcom, Inc. COM 252131107 22,085 354,260 SH   DFND 1 336,865 0 17,395
Diamondback Energy, Inc. COM 25278X109 30,034 390,865 SH   DFND 1 381,055 0 9,810
DIRECTV COM 25490A309 559 6,569 SH   DFND 1 6,569 0 0
Dolby Laboratories, Inc. COM 25659T107 40,309 1,056,325 SH   DFND 1 1,051,867 0 4,458
Dollar General Corp. COM 256677105 77,330 1,025,870 SH   DFND 1 953,270 0 72,600
Dollar Tree, Inc. COM 256746108 7,732 95,292 SH   DFND 1 95,292 0 0
Domino's Pizza, Inc. COM 25754A201 693 6,890 SH   DFND 1 6,890 0 0
EOG Resources, Inc. COM 26875P101 6,016 65,609 SH   DFND 1 65,609 0 0
Eastman Chemical Co. COM 277432100 13,795 199,175 SH   DFND 1 199,175 0 0
eBay, Inc. COM 278642103 4,188 72,600 SH   DFND 1 72,600 0 0
Edwards Lifesciences Corp. COM 28176E108 8,494 59,621 SH   DFND 1 59,621 0 0
eHealth Inc. COM 28238P109 6,807 725,740 SH   DFND 1 721,361 0 4,379
Endurance International Group Holdings Inc. COM 29272B105 15,576 817,214 SH   DFND 1 812,804 0 4,410
Enersis S.A. SPONSORED ADR 29274F104 4,583 281,867 SH   DFND 1 281,867 0 0
Entellus Medical, Inc. COM 29363K105 12,876 587,930 SH   DFND 1 559,370 0 28,560
Equinix, Inc. COM PAR $0.001 29444U700 3,507 15,060 SH   DFND 1 15,060 0 0
Equity Commonwealth COM SH BEN INT 294628102 25,468 959,245 SH   DFND 1 959,245 0 0
Euronet Worldwide, Inc. COM 298736109 133,202 2,267,267 SH   DFND 1 1,911,684 0 355,583
Everyday Health Inc. COM 300415106 1,893 147,200 SH   DFND 1 147,200 0 0
ExamWorks Group, Inc. COM 30066A105 57,538 1,382,467 SH   DFND 1 1,199,997 0 182,470
FTD Companies Inc. COM 30281V108 49,410 1,650,296 SH   DFND 1 1,640,974 0 9,322
Facebook, Inc. CL A 30303M102 23,145 281,521 SH   DFND 1 281,521 0 0
FedEx Corp. COM 31428X106 5,045 30,491 SH   DFND 1 30,491 0 0
Fidelity National Information Services, Inc. COM 31620M106 39,648 582,550 SH   DFND 1 507,550 0 75,000
Fidelity National Financial, Inc. FNF GROUP COM 31620R303 113,388 3,084,539 SH   DFND 1 2,857,239 0 227,300
Fifth Third Bancorp COM 316773100 366 19,431 SH   DFND 1 19,431 0 0
First American Financial Corp. COM 31847R102 102,635 2,876,545 SH   DFND 1 2,857,436 0 19,109
First Horizon National Corp. COM 320517105 108,683 7,605,529 SH   DFND 1 7,234,362 0 371,167
FirstMerit Corp. COM 337915102 23,229 1,218,738 SH   DFND 1 1,212,019 0 6,719
Fleetcor Technologies, Inc. COM 339041105 5,027 33,310 SH   DFND 1 33,310 0 0
Fluidigm Corp. COM 34385P108 38,288 909,448 SH   DFND 1 865,488 0 43,960
Fortinet, Inc. COM 34959E109 2,618 74,900 SH   DFND 1 74,900 0 0
Franklin Resources, Inc. COM 354613101 52,788 1,028,600 SH   DFND 1 1,028,600 0 0
Freshpet Inc. COM 358039105 24,234 1,247,261 SH   DFND 1 1,185,596 0 61,665
GNC Holdings, Inc. CL A 36191G107 29,894 609,213 SH   DFND 1 609,213 0 0
G-III Apparel Group Ltd. COM 36237H101 19,076 169,335 SH   DFND 1 161,225 0 8,110
Gaming and Leisure Properties, Inc. COM 36467J108 24,884 674,912 SH   DFND 1 674,912 0 0
General Motors Co. COM 37045V100 64,049 1,707,980 SH   DFND 1 1,707,980 0 0
Gentex Corp. COM 371901109 39,808 2,175,310 SH   DFND 1 2,175,310 0 0
Gilead Sciences, Inc. COM 375558103 14,211 144,820 SH   DFND 1 144,820 0 0
Global Payments, Inc. COM 37940X102 2,746 29,956 SH   DFND 1 29,956 0 0
Google Inc. CL A 38259P508 88,103 158,830 SH   DFND 1 149,637 0 9,193
Google Inc. CL C 38259P706 13,720 25,036 SH   DFND 1 25,036 0 0
Graphic Packaging Holding Company COM 388689101 15,623 1,074,490 SH   DFND 1 1,074,490 0 0
Grupo Televisa S.A.B. SPON ADR REP ORD 40049J206 6,536 197,998 SH   DFND 1 197,998 0 0
Grupo Aeroportuario del Pacifico S.A.B. de C.V. SPON ADR B 400506101 3,628 55,349 SH   DFND 1 55,349 0 0
Guidewire Software Inc. COM 40171V100 2,104 40,000 SH   DFND 1 40,000 0 0
H&E Equipment Services, Inc. COM 404030108 19,262 770,790 SH   DFND 1 733,840 0 36,950
HMS Holdings Corp. COM 40425J101 103,360 6,689,989 SH   DFND 1 6,359,143 0 330,846
Hancock Holding Company COM 410120109 20,634 691,011 SH   DFND 1 687,171 0 3,840
Headwaters Incorporated COM 42210P102 48,475 2,643,118 SH   DFND 1 2,350,588 0 292,530
Heartland Payment Systems, Inc. COM 42235N108 61,721 1,317,407 SH   DFND 1 1,085,615 0 231,792
HEICO Corp. CL A 422806208 73,254 1,478,677 SH   DFND 1 1,290,456 0 188,221
Hess Corp. COM 42809H107 410 6,037 SH   DFND 1 6,037 0 0
Hexcel Corp. COM 428291108 90,998 1,769,698 SH   DFND 1 1,684,905 0 84,793
Hilton Worldwide Holdings, Inc. COM 43300A104 12,032 406,210 SH   DFND 1 406,210 0 0
The Home Depot, Inc. COM 437076102 7,154 62,973 SH   DFND 1 62,973 0 0
Horsehead Holding Corp. COM 440694305 53,290 4,209,304 SH   DFND 1 4,182,625 0 26,679
Huntington Ingalls Industries, Inc. COM 446413106 14,591 104,109 SH   DFND 1 103,505 0 604
Huron Consulting Group, Inc. COM 447462102 47,529 718,510 SH   DFND 1 578,790 0 139,720
IAC/InterActive Corp. COM PAR $.001 44919P508 43,999 652,122 SH   DFND 1 652,122 0 0
IDEXX Laboratories, Inc. COM 45168D104 26,469 171,342 SH   DFND 1 171,342 0 0
iKang Healthcare Group, Inc. SPONSORED ADR 45174L108 131 8,092 SH   DFND 1 8,092 0 0
Illinois Tool Works, Inc. COM 452308109 5,955 61,302 SH   DFND 1 61,302 0 0
Illumina, Inc. COM 452327109 11,218 60,430 SH   DFND 1 60,430 0 0
IMAX Corp. COM 45245E109 84,666 2,511,585 SH   DFND 1 1,952,125 0 559,460
Immune Design Corporation COM 45252L103 11,038 522,872 SH   DFND 1 497,052 0 25,820
Informatica Corp. COM 45666Q102 78,445 1,788,730 SH   DFND 1 1,604,750 0 183,980
Infinera Corp. COM 45667G103 4,939 251,100 SH   DFND 1 251,100 0 0
Infoblox, Inc. COM 45672H104 8,941 374,557 SH   DFND 1 374,557 0 0
Interactive Brokers Group, Inc. COM 45841N107 21,573 634,134 SH   DFND 1 630,231 0 3,903
IntercontinentalExchange Group, Inc. COM 45866F104 2,891 12,395 SH   DFND 1 12,395 0 0
The Interpublic Group of Companies, Inc. COM 460690100 573 25,920 SH   DFND 1 25,920 0 0
Intersil Corporation CL A 46069S109 2,753 192,270 SH   DFND 1 192,270 0 0
Intuitive Surgical, Inc. COM NEW 46120E602 19,345 38,304 SH   DFND 1 38,304 0 0
Iron Mountain Inc. COM 46284V101 59,883 1,641,519 SH   DFND 1 1,497,119 0 144,400
iShares MSCI Emerging Markets Index Fund MSCI EMG MKT ETF 464287234 4,519 112,600 SH   DFND 1 112,600 0 0
iShares MSCI EAFE Index Fund MSCI EAFE ETF 464287465 2,043 31,830 SH   DFND 1 31,830 0 0
iShares MSCI ACWI Index Fund MSCI ACWI US ETF 464288257 402 6,700 SH   DFND 1 6,700 0 0
JPMorgan Chase & Co. COM 46625H100 93,106 1,536,906 SH   DFND 1 1,443,106 0 93,800
Johnson & Johnson COM 478160104 863 8,578 SH   DFND 1 8,578 0 0
Jones Lang LaSalle, Inc. COM 48020Q107 96,346 565,410 SH   DFND 1 561,743 0 3,667
Juno Therapeutics Inc. COM 48205A109 17,579 289,790 SH   DFND 1 277,040 0 12,750
KeyCorp COM 493267108 13,715 968,548 SH   DFND 1 968,548 0 0
Kinder Morgan Inc. COM 49456B101 105,537 2,509,211 SH   DFND 1 2,509,211 0 0
Kite Pharma Inc. COM 49803L109 14,599 253,110 SH   DFND 1 241,830 0 11,280
Knoll, Inc. COM NEW 498904200 30,764 1,313,036 SH   DFND 1 1,073,394 0 239,642
Knight Transportation Inc. COM 499064103 24,520 760,310 SH   DFND 1 724,100 0 36,210
The Kroger Co. COM 501044101 12,855 167,689 SH   DFND 1 167,689 0 0
KYTHERA Biopharmaceuticals, Inc. COM 501570105 21,515 429,011 SH   DFND 1 408,161 0 20,850
La Quinta Holdings, Inc. COM 50420D108 79,905 3,374,373 SH   DFND 1 2,709,723 0 664,650
Lam Research Corp. COM 512807108 7,544 107,414 SH   DFND 1 107,414 0 0
Laredo Petroleum, Inc. COM 516806106 79,337 6,084,114 SH   DFND 1 5,851,486 0 232,628
The Estee Lauder Companies, Inc. CL A 518439104 10,319 124,092 SH   DFND 1 124,092 0 0
Liberty Broadband Corp. COM SER C 530307305 35,179 621,532 SH   DFND 1 621,532 0 0
Liberty Interactive Corp. INT COM SER A 53071M104 200,343 6,863,411 SH   DFND 1 6,571,811 0 291,600
Liberty Interactive Corp. LBT VENT COM A 53071M880 131,845 3,138,411 SH   DFND 1 2,972,511 0 165,900
Liberty Media Corp. COM SER C 531229300 38,818 1,016,178 SH   DFND 1 1,016,178 0 0
Ligand Pharmaceuticals, Inc. COM NEW 53220K504 91,568 1,187,500 SH   DFND 1 904,573 0 282,927
Eli Lilly & Co. COM 532457108 711 9,792 SH   DFND 1 9,792 0 0
LinkedIn Corp. COM CL A 53578A108 1,936 7,750 SH   DFND 1 7,750 0 0
Lithia Motors Inc. CL A 536797103 32,225 324,159 SH   DFND 1 308,519 0 15,640
Littelfuse, Inc. COM 537008104 36,834 370,605 SH   DFND 1 304,345 0 66,260
LogMeIn, Inc. COM 54142L109 146,764 2,621,256 SH   DFND 1 2,238,017 0 383,239
Loxo Oncology Inc. COM 548862101 10,384 834,041 SH   DFND 1 794,411 0 39,630
Lululemon Athletica Inc. COM 550021109 8,623 134,700 SH   DFND 1 134,700 0 0
William Lyon Homes CL A NEW 552074700 41,726 1,616,021 SH   DFND 1 1,606,774 0 9,247
MFA Financial Inc. COM 55272X102 20,594 2,620,152 SH   DFND 1 2,604,712 0 15,440
MRC Global, Inc. COM 55345K103 37,804 3,190,195 SH   DFND 1 3,171,827 0 18,368
M/A-COM Technology Solutions Holdings, Inc. COM 55405Y100 57,475 1,542,549 SH   DFND 1 1,366,243 0 176,306
Magellan Health, Inc. COM 559079207 116,145 1,639,998 SH   DFND 1 1,532,504 0 107,494
Marathon Oil Corp. COM 565849106 38,657 1,480,545 SH   DFND 1 1,480,545 0 0
MarketAxess Holdings, Inc. COM 57060D108 23,057 278,132 SH   DFND 1 248,188 0 29,944
Marriott Vacations Worldwide Corp. COM 57164Y107 58,331 719,695 SH   DFND 1 587,599 0 132,096
Masonite International Corp. COM 575385109 64,575 960,080 SH   DFND 1 954,158 0 5,922
MasterCard Incorporated CL A 57636Q104 587 6,800 SH   DFND 1 6,800 0 0
Materion Corp. COM 576690101 21,491 559,219 SH   DFND 1 556,079 0 3,140
MaxLinear, Inc. CL A 57776J100 1,747 214,840 SH   DFND 1 214,840 0 0
McDonald's Corp. COM 580135101 38,021 390,200 SH   DFND 1 390,200 0 0
The Medicines Company COM 584688105 9,481 338,358 SH   DFND 1 336,502 0 1,856
Merck & Co., Inc. COM 58933Y105 51,636 898,325 SH   DFND 1 898,325 0 0
Micrel, Inc. COM 594793101 6,092 403,975 SH   DFND 1 403,975 0 0
Microsoft Corp. COM 594918104 89,818 2,209,284 SH   DFND 1 2,091,154 0 118,130
MicroStrategy, Inc. CL A NEW 594972408 52,649 311,180 SH   DFND 1 309,320 0 1,860
Micron Technology, Inc. COM 595112103 2,596 95,677 SH   DFND 1 95,677 0 0
Microsemi Corp. COM 595137100 17,008 480,439 SH   DFND 1 406,264 0 74,175
Mondelez International, Inc. CL A 609207105 37,028 1,026,000 SH   DFND 1 1,026,000 0 0
Monolithic Power Systems, Inc. COM 609839105 25,881 491,560 SH   DFND 1 470,930 0 20,630
Murphy Oil Corp. COM 626717102 275 5,905 SH   DFND 1 5,905 0 0
NRG Energy, Inc. COM NEW 629377508 114,245 4,535,320 SH   DFND 1 4,253,790 0 281,530
NVR, Inc. COM 62944T105 28,933 21,776 SH   DFND 1 21,776 0 0
Nationstar Mortgage Holdings Inc. COM 63861C109 10,750 434,000 SH   DFND 1 434,000 0 0
Navistar International Corp. PFD SR D CONV 63934E108 87,251 2,957,664 SH   DFND 1 2,946,114 0 11,550
NetSuite, Inc. COM 64118Q107 1,755 18,920 SH   DFND 1 18,920 0 0
Neurocrine Biosciences Inc. COM 64125C109 23,702 596,880 SH   DFND 1 567,690 0 29,190
Newpark Resources, Inc. COM PAR $.01NEW 651718504 30,786 3,379,310 SH   DFND 1 2,996,480 0 382,830
Novartis AG SPONSORED ADR 66987V109 279 2,825 SH   DFND 1 2,825 0 0
NxStage Medical Inc. COM 67072V103 42,862 2,477,574 SH   DFND 1 2,359,934 0 117,640
O2Micro International Ltd. SPONS ADR 67107W100 635 242,312 SH   DFND 1 242,312 0 0
Ocular Therapeutix, Inc. COM 67576A100 17,142 408,281 SH   DFND 1 388,628 0 19,653
Old Dominion Freight Line, Inc. COM 679580100 19,590 253,426 SH   DFND 1 253,426 0 0
Olin Corp. COM PAR $1 680665205 66,021 2,060,581 SH   DFND 1 2,047,604 0 12,977
OMNOVA Solutions Inc. COM 682129101 2,323 13,468 SH   DFND 1 13,468 0 0
ON Semiconductor Corp. COM 682189105 1,980 163,490 SH   DFND 1 163,490 0 0
OPOWER, Inc. COM 68375Y109 1,413 139,510 SH   DFND 1 139,510 0 0
Oracle Corp. COM 68389X105 25,346 587,400 SH   DFND 1 587,400 0 0
Owens Corning COM 690742101 52,481 1,209,234 SH   DFND 1 1,116,674 0 92,560
The PNC Financial Services Group, Inc. COM 693475105 50,126 537,600 SH   DFND 1 537,600 0 0
POSCO SPONSORED ADR 693483109 5,972 109,249 SH   DFND 1 109,249 0 0
PRA Group, Inc. COM 69354N106 75,002 1,380,751 SH   DFND 1 1,136,976 0 243,775
PTC Inc. COM 69370C100 22,482 621,559 SH   DFND 1 621,559 0 0
Pacira Pharmaceuticals, Inc. COM 695127100 54,286 610,987 SH   DFND 1 599,352 0 11,635
Papa John's International Inc. COM 698813102 48,797 789,470 SH   DFND 1 694,340 0 95,130
Pennymac Mortgage Investment Trust COM 70931T103 13,520 635,056 SH   DFND 1 631,386 0 3,670
Performant Financial Corp. COM 71377E105 19,187 5,643,372 SH   DFND 1 5,290,701 0 352,671
Pfizer, Inc. COM 717081103 90,471 2,600,485 SH   DFND 1 2,439,285 0 161,200
Phillips 66 COM 718546104 409 5,209 SH   DFND 1 5,209 0 0
Pinnacle Foods, Inc. COM 72348P104 73,571 1,802,767 SH   DFND 1 1,765,487 0 37,280
Plantronics, Inc. COM 727493108 43,675 824,842 SH   DFND 1 820,122 0 4,720
Popeyes Louisiana Kitchen, Inc. COM 732872106 43,862 733,227 SH   DFND 1 654,207 0 79,020
Power Integrations Inc. COM 739276103 1,809 34,740 SH   DFND 1 34,740 0 0
Praxair Inc. COM 74005P104 37,886 313,784 SH   DFND 1 313,784 0 0
Premier, Inc. CL A 74051N102 18,516 492,698 SH   DFND 1 492,698 0 0
PrivateBancorp, Inc. COM 742962103 19,607 557,490 SH   DFND 1 466,390 0 91,100
Progressive Corp. COM 743315103 60,946 2,240,650 SH   DFND 1 2,240,650 0 0
Proofpoint, Inc. COM 743424103 70,337 1,187,724 SH   DFND 1 1,135,804 0 51,920
Prudential Financial, Inc. COM 744320102 33,390 415,768 SH   DFND 1 415,768 0 0
Public Service Enterprise Group, Inc. COM 744573106 457 10,900 SH   DFND 1 10,900 0 0
Quaker Chemical Corp. COM 747316107 29,008 338,720 SH   DFND 1 251,840 0 86,880
Qlik Technologies, Inc. COM 74733T105 2,079 66,800 SH   DFND 1 66,800 0 0
Questar Corp. COM 748356102 105,302 4,413,317 SH   DFND 1 4,393,260 0 20,057
Rackspace Hosting, Inc. COM 750086100 70,770 1,371,773 SH   DFND 1 1,371,773 0 0
Raymond James Financial, Inc. COM 754730109 36,154 636,733 SH   DFND 1 636,733 0 0
Receptos, Inc. COM 756207106 30,322 183,891 SH   DFND 1 175,146 0 8,745
Red Robin Gourmet Burgers, Inc. COM 75689M101 31,710 364,480 SH   DFND 1 347,120 0 17,360
Reinsurance Group of America, Inc. COM NEW 759351604 15,871 170,311 SH   DFND 1 170,311 0 0
Restoration Hardware Holdings, Inc. COM 761283100 78,258 788,966 SH   DFND 1 693,856 0 95,110
RigNet, Inc. COM 766582100 12,440 435,121 SH   DFND 1 414,293 0 20,828
RingCentral, Inc. CL A 76680R206 34,097 2,224,175 SH   DFND 1 2,124,645 0 99,530
Ritchie Bros. Auctioneers Incorporated COM 767744105 66,066 2,649,000 SH   DFND 1 2,244,860 0 404,140
Robert Half International, Inc. COM 770323103 29,599 489,083 SH   DFND 1 489,083 0 0
Rock-Tenn Company CL A 772739207 11,525 178,688 SH   DFND 1 178,688 0 0
Rosetta Resources, Inc. COM 777779307 49,381 2,901,326 SH   DFND 1 2,888,830 0 12,496
Ross Stores, Inc. COM 778296103 647 6,144 SH   DFND 1 6,144 0 0
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Sage Therapeutics, Inc. COM 78667J108 17,936 357,078 SH   DFND 1 339,664 0 17,414
Salesforce.com, Inc. COM 79466L302 2,205 33,000 SH   DFND 1 33,000 0 0
Sanderson Farms Inc. COM 800013104 370 4,640 SH   DFND 1 4,640 0 0
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ServiceNow Inc. COM 81762P102 1,906 24,200 SH   DFND 1 24,200 0 0
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Signature Bank COM 82669G104 2,794 21,565 SH   DFND 1 21,565 0 0
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Skyworks Solutions Inc. COM 83088M102 2,487 25,300 SH   DFND 1 25,300 0 0
Snap-On Inc. COM 833034101 5,731 38,971 SH   DFND 1 38,971 0 0
Southwest Airlines Co. COM 844741108 4,787 108,068 SH   DFND 1 108,068 0 0
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Starbucks Corporation COM 855244109 5,447 57,515 SH   DFND 1 57,515 0 0
Starz COM SER A 85571Q102 1,873 54,430 SH   DFND 1 54,120 0 310
State Street Corporation COM 857477103 36,297 493,633 SH   DFND 1 493,633 0 0
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SunPower Corporation COM 867652406 2,122 67,780 SH   DFND 1 67,780 0 0
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Tata Motors Ltd. SPONSORED ADR 876568502 8,454 187,616 SH   DFND 1 187,616 0 0
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Texas Instruments, Inc. COM 882508104 606 10,600 SH   DFND 1 10,600 0 0
Torchmark Corp. COM 891027104 79,866 1,454,232 SH   DFND 1 1,445,283 0 8,949
Trimas Corp. COM NEW 896215209 25,058 813,821 SH   DFND 1 809,281 0 4,540
Trinet Group Inc. COM 896288107 32,179 913,401 SH   DFND 1 869,751 0 43,650
Trina Solar Limited SPON ADR 89628E104 2,196 181,620 SH   DFND 1 181,620 0 0
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Tumi Holdings, Inc. COM 89969Q104 25,492 1,042,201 SH   DFND 1 1,036,111 0 6,090
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Ultragenyx Pharmaceutical, Inc. COM 90400D108 20,189 325,161 SH   DFND 1 309,943 0 15,218
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United Rentals, Inc. COM 911363109 5,714 62,682 SH   DFND 1 62,682 0 0
UnitedHealth Group Incorporated COM 91324P102 48,938 413,710 SH   DFND 1 413,710 0 0
Universal Health Services, Inc. CL B 913903100 28,008 237,942 SH   DFND 1 237,942 0 0
Vanguard FTSE Developed Markets Fund FTSE DEV MKT ETF 921943858 3,190 80,083 SH   DFND 1 80,083 0 0
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Zimmer Holdings, Inc. COM 98956P102 7,574 64,447 SH   DFND 1 64,447 0 0
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Actavis PLC SHS G0083B108 114,752 385,566 SH   DFND 1 369,366 0 16,200
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Endurance Specialty Holdings Ltd. SHS G30397106 59,311 970,089 SH   DFND 1 970,089 0 0
Endo International PLC SHS G30401106 31,998 356,720 SH   DFND 1 356,720 0 0
Essent Group Ltd. COM G3198U102 57,954 2,423,837 SH   DFND 1 2,423,837 0 0
Jazz Pharmaceuticals PLC SHS G50871105 43,279 250,474 SH   DFND 1 250,474 0 0
King Digital Entertainment PLC ORD SHS G5258J109 8,463 527,590 SH   DFND 1 527,590 0 0
Mallinckrodt PLC SHS G5785G107 4,369 34,500 SH   DFND 1 34,500 0 0
Marvell Technology Group Ltd. ORD G5876H105 5,233 356,020 SH   DFND 1 356,020 0 0
Rowan Companies PLC SHS CL A G7665A101 11,294 637,722 SH   DFND 1 637,722 0 0
Signet Jewelers Ltd. SHS G81276100 36,564 263,447 SH   DFND 1 263,447 0 0
XL Group PLC SHS G98290102 69,286 1,882,775 SH   DFND 1 1,691,875 0 190,900
Check Point Software Technologies Ltd. ORD M22465104 18,581 226,675 SH   DFND 1 226,675 0 0
Tower Semiconductor Ltd. SHS NEW M87915274 37,332 2,198,560 SH   DFND 1 2,104,340 0 94,220
Nielsen NV COM N63218106 30,105 675,455 SH   DFND 1 675,455 0 0
NXP Semiconductors NV COM N6596X109 12,861 128,149 SH   DFND 1 128,149 0 0
Avago Technologies Ltd. SHS Y0486S104 8,983 70,745 SH   DFND 1 70,745 0 0