0001354488-13-000502.txt : 20130208
0001354488-13-000502.hdr.sgml : 20130208
20130208102251
ACCESSION NUMBER: 0001354488-13-000502
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20121231
FILED AS OF DATE: 20130208
DATE AS OF CHANGE: 20130208
EFFECTIVENESS DATE: 20130208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP
CENTRAL INDEX KEY: 0001177719
IRS NUMBER: 800175963
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10220
FILM NUMBER: 13585166
BUSINESS ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 24FL
CITY: BOSTON
STATE: MA
ZIP: 02111
BUSINESS PHONE: 6174287100
MAIL ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 24FL
CITY: BOSTON
STATE: MA
ZIP: 02111
FORMER COMPANY:
FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC
DATE OF NAME CHANGE: 20020717
13F-HR
1
b81947_13f.txt
4TH QUARTER
SECURITIES AND EXCHANGE COMMISSION
Washington, StateD.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2012
------------------
Check here if Amendment [ ]; Amendment Number: ______
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Westfield Capital Management Company, L.P.
------------------------------------------
Address: 1 Financial Center
------------------------------------------
Boston, Massachusetts 02111
------------------------------------------
Form 13F File Number: 28-10220
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Aaron C. Lally
--------------------
Title: Compliance Associate
--------------------
Phone: 617-428-7128
--------------------
Signature, Place, and Date of Signing:
/s/Aaron C. Lally Boston, Massachusetts February 8, 2013
------------------ ---------------------- -----------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings are in this report, and all
holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported
by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-___________________ _________________________________
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
-------------------
Form 13F Information Table Entry Total: 305
-------------------
Form 13F Information Table Value Total: 13,849,614
-------------------
(thousands)
Lists of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
____ 28-____________________ NONE
------------------
[Repeat as necessary.]
Westfield Capital Management
FORM 13F
31-Dec-12
Voting Authority
--------------------------
Value Shares/ Sh/ Put/ Invstmt Other
Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None
------------------------------ -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ----
ABBOTT LABS COM COM 002824100 1121 17110 SH Sole 15770 1340
ACADIA HEALTHCARE CO COM COM 00404A109 701 30000 SH Sole 30000
ACELRX PHARMACEUTICALS INC COM 00444T100 277 64920 SH Sole 64920
ACME PACKET INC COM 004764106 10553 477070 SH Sole 299190 177880
ACUITY BRANDS INC COM COM 00508Y102 14024 207060 SH Sole 134360 72700
AIR PRODS & CHEMS INC COM COM 009158106 1189 14150 SH Sole 10830 3320
ALEXANDER & BALDWIN INC NEW CO COM 014491104 30180 1027595 SH Sole 662630 364965
ALEXION PHARMACEUTICALS INC CO COM 015351109 1003 10698 SH Sole 10698
ALKERMES PLC SHS COM G01767105 46369 2503740 SH Sole 1556480 947260
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 168582 1164561 SH Sole 807680 356881
ALLIED WRLD ASSUR COM HLDG AG COM H01531104 16469 208995 SH Sole 131025 77970
ALTERA CORP COM 021441100 14265 414800 SH Sole 288790 126010
ALTRIA GROUP INC COM COM 02209S103 884 28120 SH Sole 28120
AMAZON COM INC COM COM 023135106 104022 414644 SH Sole 356219 58425
AMC NETWORKS INC CL A COM 00164V103 22274 449973 SH Sole 310430 139543
AMERICAN CAPITAL AGENCY CORP C COM 02503X105 569 19680 SH Sole 19450 230
AMERICAN EAGLE OUTFITTERS NEW COM 02553E106 46716 2277719 SH Sole 1390344 887375
AMERICAN INTL GROUP INC COM NE COM 026874784 120547 3414923 SH Sole 2957153 457770
AMERICAN WTR WKS CO INC NEW CO COM 030420103 642 17300 SH Sole 17300
AMERIPRISE FINL INC COM COM 03076C106 55300 882970 SH Sole 680225 202745
ANACOR PHARMACEUTICALS INC COM COM 032420101 204 39200 SH Sole 39200
ANALOG DEVICES INC COM 032654105 833 19810 SH Sole 19810
APPLE INC COM COM 037833100 494389 929000 SH Sole 798346 130654
ARCOS DORADOS HOLDINGS INC SHS COM G0457F107 14748 1233127 SH Sole 753110 480017
ARTHROCARE CORP COM COM 043136100 84986 2456957 SH Sole 1800006 656951
ARUBA NETWORKS INC COM COM 043176106 33288 1605000 SH Sole 1006560 598440
AT&T INC COM COM 00206R102 1081 32070 SH Sole 32070
ATMI INC COM COM 00207R101 15860 759576 SH Sole 507195 252381
AUTODESK INC COM COM 052769106 54479 1541140 SH Sole 989400 551740
AUTOMATIC DATA PROCESSING INC COM 053015103 843 14815 SH Sole 14815
AVEO PHARMACEUTICALS INC COM COM 053588109 248 30800 SH Sole 30800
AVIS BUDGET GROUP COM COM 053774105 29859 1506517 SH Sole 944885 561632
B & G FOODS INC NEW COM COM 05508R106 45635 1611979 SH Sole 1214580 397399
B/E AEROSPACE INC COM COM 073302101 62060 1256284 SH Sole 858936 397348
BARD C R INC COM COM 067383109 37556 384240 SH Sole 268740 115500
BARRICK GOLD CORP COM COM 067901108 1000 28560 SH Sole 28560
BEACON ROOFING SUPPLY INC COM COM 073685109 59869 1798950 SH Sole 1110155 688795
BED BATH & BEYOND INC COM COM 075896100 12948 231590 SH Sole 158505 73085
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 583 6500 SH Sole 6500
BIO RAD LABS INC CL A COM 090572207 583 5550 SH Sole 5550
BOSTON PROPERTIES INC COM COM 101121101 233 2200 SH Sole 2200
BRISTOL MYERS SQUIBB CO COM COM 110122108 1576 48370 SH Sole 48370
BROADCOM CORP CL A COM 111320107 93846 2825835 SH Sole 2379067 446768
BRUNSWICK CORP COM COM 117043109 358 12308 SH Sole 12200 108
CADENCE DESIGN SYSTEM INC COM COM 127387108 24151 1787636 SH Sole 1170380 617256
CALGON CARBON CORP COM COM 129603106 243 17163 SH Sole 17100 63
CALIX INC COM COM 13100M509 263 34200 SH Sole 34200
CARDINAL HEALTH INC COM COM 14149Y108 134727 3271668 SH Sole 2684518 587150
CARDIOVASCULAR SYS INC DEL COM COM 141619106 230 18300 SH Sole 18300
CBRE GROUP INC COM 12504L109 46523 2337823 SH Sole 1889463 448360
CELANESE CORP DEL COM SER A COM 150870103 49238 1105732 SH Sole 701650 404082
CELGENE CORP COM COM 151020104 280636 3576346 SH Sole 3071424 504922
CHECK POINT SOFTWARE TECH LTD COM M22465104 104018 2183420 SH Sole 1883490 299930
CHEESECAKE FACTORY INC COM COM 163072101 24437 747094 SH Sole 498705 248389
CHEVRON CORP NEW COM COM 166764100 216 2000 SH Sole 1200 800
CHUBB CORP COM COM 171232101 360 4779 SH Sole 4779
CIRRUS LOGIC INC COM COM 172755100 11551 398723 SH Sole 250190 148533
CISCO SYS INC COM COM 17275R102 41189 2096187 SH Sole 1755070 341117
CITIGROUP INC COM COM 172967424 107903 2727576 SH Sole 2316811 410765
CITRIX SYS INC COM COM 177376100 92188 1404869 SH Sole 1206941 197928
CLARCOR INC COM COM 179895107 17396 364075 SH Sole 239640 124435
COCA COLA CO COM COM 191216100 1747 48200 SH Sole 32390 15810
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 143322 1939867 SH Sole 1660732 279135
COHEN & STEERS CLOSED END OPPO MUTUAL FUND 19248P106 1113 89610 SH Sole 88860 750
COLFAX CORP COM COM 194014106 30117 746389 SH Sole 476130 270259
COLGATE PALMOLIVE CO COM COM 194162103 466 4455 SH Sole 455 4000
COMCAST CORP NEW CL A COM 20030N101 158348 4238445 SH Sole 3597820 640625
COMERICA INC COM 200340107 54344 1791160 SH Sole 1093790 697370
CONCEPTUS INC COM COM 206016107 21048 1002290 SH Sole 619403 382887
CONCUR TECHNOLOGIES INC COM COM 206708109 22462 332675 SH Sole 203235 129440
CONOCOPHILLIPS COM COM 20825C104 857 14770 SH Sole 14770
CONSOL ENERGY INC COM COM 20854P109 26324 820050 SH Sole 568010 252040
COOPER COS INC COM 216648402 155784 1684512 SH Sole 1409181 275331
CORPORATE EXECUTIVE BRD CO COM COM 21988R102 35173 741118 SH Sole 464915 276203
COSTAR GROUP INC COM 22160N109 36396 407247 SH Sole 255410 151837
COSTCO WHSL CORP NEW COM COM 22160K105 74798 757600 SH Sole 654020 103580
COVENTRY HEALTH CARE INC COM COM 222862104 99727 2224550 SH Sole 1358700 865850
CRANE CO COM COM 224399105 39374 850774 SH Sole 519394 331380
CROWN HOLDINGS INC COM COM 228368106 87316 2372069 SH Sole 1517974 854095
CUBIST PHARMACEUTICALS INC COM COM 229678107 48232 1147022 SH Sole 712863 434159
CVS CAREMARK CORPORATION COM COM 126650100 1417 29300 SH Sole 27300 2000
CYTEC INDS INC COM 232820100 44335 644125 SH Sole 393555 250570
DANAHER CORP DEL COM COM 235851102 160181 2865495 SH Sole 2449743 415752
DARDEN RESTAURANTS INC COM 237194105 12803 284060 SH Sole 197730 86330
DEAN FOODS CO COM 242370104 14226 861650 SH Sole 609360 252290
DENBURY RES INC COM NEW COM 247916208 88562 5466773 SH Sole 3605640 1861133
DENTSPLY INTL INC NEW COM COM 249030107 119153 3008167 SH Sole 1918804 1089363
DEXCOM INC COM COM 252131107 550 40500 SH Sole 40500
DFC GLOBAL CORP COM 23324T107 31667 1709903 SH Sole 1072035 637868
DISCOVERY COMMUNICATNS NEW COM COM 25470F104 28573 450105 SH Sole 310885 139220
DISH NETWORK CORP CL A COM 25470M109 11674 320705 SH Sole 224625 96080
DISNEY WALT CO COM DISNEY COM 254687106 171495 3444357 SH Sole 2931787 512570
DOLLAR GEN CORP COM COM 256677105 25980 589240 SH Sole 407820 181420
DYNAVAX TECHNOLOGIES CORP COM COM 268158102 401 140800 SH Sole 140800
E M C CORP MASS COM COM 268648102 117780 4655330 SH Sole 3981343 673987
EAST WEST BANCORP INC COM COM 27579R104 34506 1605655 SH Sole 1030925 574730
EASTMAN CHEM CO COM 277432100 49959 734146 SH Sole 588188 145958
EATON VANCE CORP COM NON VTG COM 278265103 4258 133679 SH Sole 133679
EBAY INC COM COM 278642103 48484 950701 SH Sole 797421 153280
ELAN PLC ADR COM 284131208 36868 3610967 SH Sole 2262655 1348312
EMERSON ELEC CO COM COM 291011104 212 4000 SH Sole 4000
ENBRIDGE INC COM 29250N105 927 21400 SH Sole 21400
ENGILITY HOLDINGS INC. COM 29285W104 256 13300 SH Sole 13300
ENSCO PLC COM G3157S106 26923 454167 SH Sole 379167 75000
ENTERPRISE PRODS PARTN COM 293792107 694 13850 SH Sole 13680 170
EVEREST RE GROUP LTD COM COM G3223R108 51252 466135 SH Sole 284535 181600
EXXON MOBIL CORP COM COM 30231G102 1422 16432 SH Sole 8870 7562
F M C CORP COM NEW COM 302491303 65489 1119092 SH Sole 900552 218540
F5 NETWORKS INC COM 315616102 18317 188545 SH Sole 130395 58150
FAIRCHILD SEMICND INTL COM 303726103 1298 90170 SH Sole 90170
FIFTH THIRD BANCORP COM COM 316773100 622 40930 SH Sole 40930
FINISH LINE INC CL A COM 317923100 18392 971581 SH Sole 609438 362143
FIRST REP BK SAN FRAN CALI NEW COM 33616C100 44646 1362000 SH Sole 828380 533620
FLEETCOR TECHNOLOGIES INC COM COM 339041105 58250 1085740 SH Sole 663880 421860
FLUIDIGM CORP DEL COM COM 34385P108 343 24000 SH Sole 24000
FOOT LOCKER INC COM COM 344849104 67806 2111029 SH Sole 1290252 820777
FOREST LABS INC COM COM 345838106 586 16600 SH Sole 16600
FORTINET INC COM COM 34959E109 80903 3848850 SH Sole 2399495 1449355
FXCM INC COM CL A COM 302693106 15976 1586451 SH Sole 994879 591572
GANNETT INC COM COM 364730101 26039 1445800 SH Sole 1180800 265000
GARDNER DENVER INC COM COM 365558105 41466 605346 SH Sole 371485 233861
GARTNER INC COM COM 366651107 20201 438972 SH Sole 302957 136015
GENERAL ELECTRIC CO COM COM 369604103 6466 308064 SH Sole 256464 51600
GENPACT LIMITED SHS COM G3922B107 31137 2008870 SH Sole 1227640 781230
GENWORTH FINL INC COM CL A COM 37247D106 20685 2754350 SH Sole 1681560 1072790
GEORGIA GULF CORP COM PAR$0.01 COM 373200302 55901 1354179 SH Sole 877010 477169
GLAXOSMITHKLINE PLC ADR COM 37733W105 870 20020 SH Sole 20020
GNC HLDGS INC COM CL A COM 36191G107 31453 945100 SH Sole 608030 337070
GOOGLE INC CL A COM 38259P508 230442 325769 SH Sole 278781 46988
GREENBRIER COS INC COM COM 393657101 359 22200 SH Sole 22200
GUIDEWIRE SOFTWARE INC COM COM 40171V100 16570 557530 SH Sole 349780 207750
HAEMONETICS CORP COM COM 405024100 13464 329669 SH Sole 206395 123274
HALLIBURTON CO COM COM 406216101 165572 4772903 SH Sole 4109358 663545
HEALTH MGMT ASSOC INC NEW CL A COM 421933102 34458 3697205 SH Sole 2271845 1425360
HEARTLAND EXPRESS INC COM COM 422347104 22166 1695910 SH Sole 1100725 595185
HEINZ H J CO COM COM 423074103 2830 49060 SH Sole 46360 2700
HERSHEY CO COM COM 427866108 146749 2031966 SH Sole 1746196 285770
HERTZ GLOBAL HOLDINGS INC COM COM 42805T105 47971 2948452 SH Sole 1798275 1150177
HEXCEL CORP NEW COM COM 428291108 41439 1537063 SH Sole 1169243 367820
HOLOGIC INC COM COM 436440101 67622 3379415 SH Sole 2158685 1220730
HOME DEPOT INC COM COM 437076102 135344 2188256 SH Sole 1869356 318900
HOMEAWAY INC COM COM 43739Q100 17259 784520 SH Sole 511400 273120
HUBBELL INC CL B COM 443510201 64426 761262 SH Sole 465150 296112
HUNT J B TRANS SVCS INC COM COM 445658107 35794 599470 SH Sole 473590 125880
HURON CONSULTING GROUP INC COM COM 447462102 44211 1312279 SH Sole 901925 410354
ICON PUB LTD CO SPONSORED ADR COM 45103T107 45551 1640899 SH Sole 1029550 611349
IDENIX PHARMACEUTICALS INC COM COM 45166R204 9787 2017864 SH Sole 1264150 753714
IDEX CORP COM COM 45167R104 90624 1947646 SH Sole 1247120 700526
IDEXX LABS INC COM COM 45168D104 57747 622278 SH Sole 396663 225615
IHS INC CL A COM 451734107 78158 814149 SH Sole 521325 292824
INTERFACE INC COM COM 458665304 8803 547783 SH Sole 342810 204973
INTERNATIONAL BUSINESS MACHS C COM 459200101 870 4540 SH Sole 4540
INTL PAPER CO COM COM 460146103 91284 2291269 SH Sole 1977874 313395
INVESCO LTD COM G491BT108 545 20880 SH Sole 20880
ISHARES TR RUSL 2000 GROW COM 464287648 15265 160160 SH Sole 160160
ISHARES TR RUSSELL MCP GR COM 464287481 820 13050 SH Sole 13050
JABIL CIRCUIT INC COM COM 466313103 19044 987230 SH Sole 602990 384240
JARDEN CORP COM COM 471109108 22349 432290 SH Sole 296830 135460
JDS UNIPHASE CORP COM 46612J507 29599 2192501 SH Sole 1338630 853871
JOHNSON & JOHNSON COM COM 478160104 860 12265 SH Sole 265 12000
JONES LANG LASALLE INC COM COM 48020Q107 56976 678776 SH Sole 420770 258006
JPMORGAN CHASE & CO COM COM 46625H100 96510 2194947 SH Sole 1838767 356180
KAPSTONE PAPER & PACKAGING CRP COM 48562P103 21944 988901 SH Sole 620370 368531
KAYAK SOFTWARE CORP COM 486577109 254 6400 SH Sole 6400
KIMBERLY CLARK CORP COM COM 494368103 953 11290 SH Sole 10290 1000
KINDER MORGAN ENERGY PARTNERS COM 494550106 1261 15800 SH Sole 15800
KRAFT FOODS GROUP INC COM 50076Q106 106684 2346261 SH Sole 2008822 337439
LANDSTAR SYS INC COM COM 515098101 70028 1334875 SH Sole 899450 435425
LAS VEGAS SANDS CORP COM COM 517834107 59031 1278843 SH Sole 1099398 179445
LASALLE HOTEL PPTYS COM SH BEN COM 517942108 25528 1005440 SH Sole 630680 374760
LAZARD LTD SHS A COM G54050102 58401 1957150 SH Sole 1229570 727580
LIFE TIME FITNESS INC COM COM 53217R207 28438 577895 SH Sole 369205 208690
LILLY ELI & CO COM COM 532457108 4513 91500 SH Sole 79300 12200
LOCKHEED MARTIN CORP COM COM 539830109 1076 11660 SH Sole 11660
LOWES COS INC COM COM 548661107 120703 3398183 SH Sole 2844975 553208
MANCHESTER UNITED LTD COM G5784H106 24451 1740305 SH Sole 1063602 676703
MARATHON PETE CORP COM COM 56585A102 1378 21880 SH Sole 21880
MARTIN MARIETTA MATLS INC COM COM 573284106 27160 288080 SH Sole 181645 106435
MASIMO CORP COM COM 574795100 31813 1514163 SH Sole 967165 546998
MATADOR RES CO COM COM 576485205 15713 1916210 SH Sole 1202120 714090
MATSON INC COM COM 57686G105 10758 435210 SH Sole 272940 162270
MATTEL INC COM COM 577081102 31109 849520 SH Sole 599390 250130
MAXIM INTEGRATED PRODS INC COM COM 57772K101 25412 864370 SH Sole 702470 161900
MCDONALDS CORP COM COM 580135101 953 10800 SH Sole 10800
MEDIVATION INC COM COM 58501N101 38476 752080 SH Sole 546550 205530
MEDTRONIC INC COM COM 585055106 289 7034 SH Sole 4436 2598
MERCK & CO INC NEW COM COM 58933Y105 151368 3697312 SH Sole 3243506 453806
METTLER TOLEDO INTERNATIONAL C COM 592688105 107099 554054 SH Sole 353554 200500
MICROSOFT CORP COM COM 594918104 132978 4978643 SH Sole 4173798 804845
MOHAWK INDS INC COM 608190104 18866 208530 SH Sole 146770 61760
MONDELEZ INTERNATIONAL INC COM 609207105 177361 6968131 SH Sole 5956266 1011865
MONEYGRAM INTL INC COM NEW COM 60935Y208 21808 1640944 SH Sole 1244008 396936
MONOLITHIC PWR SYS INC COM COM 609839105 16309 732010 SH Sole 459265 272745
MONSANTO CO NEW COM COM 61166W101 122941 1298904 SH Sole 1145379 153525
MWI VETERINARY SUPPLY INC COM COM 55402X105 17145 155861 SH Sole 97680 58181
NATIONAL OILWELL VARCO INC COM COM 637071101 108745 1591004 SH Sole 1367295 223709
NATURAL GROCERS BY VITAMIN COT COM 63888U108 8793 460619 SH Sole 288350 172269
NETAPP INC COM COM 64110D104 11908 354930 SH Sole 247030 107900
NICE SYS LTD SPONSORED ADR COM 653656108 30292 904793 SH Sole 859478 45315
NIKE INC CL B COM 654106103 72485 1404752 SH Sole 1177822 226930
NOAH HLDGS LTD SPONSORED ADS COM 65487X102 258 44225 SH Sole 44225
NORDSTROM INC COM COM 655664100 27735 518415 SH Sole 358885 159530
NORTHERN TR CORP COM COM 665859104 607 12096 SH Sole 12096
NUANCE COMMUNICATIONS INC COM COM 67020Y100 88134 3948645 SH Sole 2739725 1208920
NVR INC COM 62944T105 66304 72070 SH Sole 52518 19552
NXP SEMICONDUCTORS N V COM COM N6596X109 57595 2188240 SH Sole 1356570 831670
OCCIDENTAL PETE CORP DEL COM COM 674599105 72480 946088 SH Sole 792408 153680
OIL STS INTL INC COM COM 678026105 35056 490025 SH Sole 307505 182520
ORACLE CORP COM COM 68389X105 158628 4760755 SH Sole 4078206 682549
ORTHOFIX INTL N V COM COM N6748L102 16940 430727 SH Sole 268536 162191
OWENS CORNING NEW COM COM 690742101 49090 1327110 SH Sole 849190 477920
PACCAR INC COM 693718108 63520 1405000 SH Sole 1181490 223510
PACKAGING CORP AMER COM COM 695156109 39913 1037522 SH Sole 655225 382297
PALL CORP COM COM 696429307 578 9600 SH Sole 9600
PENN NATL GAMING INC COM COM 707569109 10409 211961 SH Sole 157736 54225
PEPSICO INC COM COM 713448108 706 10310 SH Sole 10310
PFIZER INC COM COM 717081103 1621 64640 SH Sole 64640
PLUM CREEK TIMBER CO INC COM COM 729251108 24344 548660 SH Sole 384610 164050
PPG INDS INC COM COM 693506107 153490 1134024 SH Sole 973084 160940
PRECISION CASTPARTS CORP COM COM 740189105 128418 677956 SH Sole 572886 105070
PROCTER & GAMBLE CO COM COM 742718109 924 13617 SH Sole 11617 2000
PROGRESSIVE WASTE SOLUTIONS LT COM 74339G101 15294 708058 SH Sole 444148 263910
PROTHENA CORP PLC SHS COM G72800108 645 87993 SH Sole 55126 32867
PUMA BIOTECHNOLOGY INC COM COM 74587V107 3768 200960 SH Sole 125990 74970
QLIK TECHNOLOGIES INC COM COM 74733T105 69685 3208350 SH Sole 1982110 1226240
QLT INC COM COM 746927102 125 15900 SH Sole 15900
QUALCOMM INC COM COM 747525103 110087 1779630 SH Sole 1523496 256134
QUESTAR CORP COM 748356102 853 43150 SH Sole 43150
QUIDEL CORP COM COM 74838J101 26411 1414646 SH Sole 887524 527122
RALCORP HLDGS INC NEW COM COM 751028101 155870 1738655 SH Sole 1124490 614165
RAYMOND JAMES FINANCIAL INC. COM 754730109 55987 1453085 SH Sole 901755 551330
RED HAT INC COM COM 756577102 45442 858040 SH Sole 696440 161600
REINSURANCE GROUP AMER COM COM 759351604 24230 452730 SH Sole 317370 135360
RENT A CTR INC NEW COM COM 76009N100 27833 810054 SH Sole 527375 282679
REXNORD CORP NEW COM COM 76169B102 14747 692350 SH Sole 434190 258160
REYNOLDS AMERICAN INC COM COM 761713106 870 21000 SH Sole 21000
RIVERBED TECHNOLOGY INC COM COM 768573107 17250 874740 SH Sole 534705 340035
ROWAN COMPANIES LTD COM G7665A101 51300 1640545 SH Sole 1024835 615710
SALESFORCE COM INC COM COM 79466L302 120145 714726 SH Sole 614756 99970
SANOFI AVENTIS SPONSORED ADR COM 80105N105 1338 28240 SH Sole 28240
SBA COMMUNICATIONS CORP COM COM 78388J106 23821 335600 SH Sole 215060 120540
SCHLUMBERGER LTD COM COM 806857108 563 8124 SH Sole 5074 3050
SIGNET JEWELERS LIMITED SHS COM G81276100 72309 1354110 SH Sole 916655 437455
SINCLAIR BROADCAST GROUP INC C COM 829226109 406 32200 SH Sole 32200
SKYWORKS SOLUTIONS INC COM COM 83088M102 55766 2747109 SH Sole 1772479 974630
SOLARWINDS INC COM COM 83416B109 17895 341178 SH Sole 219200 121978
SPDR S&P 500 ETF TR TR UNIT COM 78462F103 719 5049 SH Sole 5049
STANLEY BLACK & DECKER INC COM COM 854502101 194424 2628420 SH Sole 2167925 460495
STARBUCKS CORP COM COM 855244109 124400 2319589 SH Sole 1989749 329840
STARWOOD HOTELS&RESORTS WRLDWD COM 85590A401 19926 347380 SH Sole 240330 107050
STATE STR CORP COM COM 857477103 73048 1553878 SH Sole 1303038 250840
STEELCASE INC CL A COM 858155203 36999 2904127 SH Sole 1816855 1087272
STEWART ENTERPRISES INC CL A COM 860370105 48935 6405044 SH Sole 4158894 2246150
SUNCOR ENERGY INC NEW COM COM 867224107 93645 2839441 SH Sole 2378636 460805
SUPERIOR ENERGY SVCS INC COM COM 868157108 28344 1367960 SH Sole 858520 509440
SWIFT TRANSN CO CL A COM 87074U101 34039 3732379 SH Sole 2341830 1390549
SYNERON MEDICAL LTD ORD SHS COM M87245102 298 34420 SH Sole 34420
TEAM HEALTH HOLDINGS INC COM COM 87817A107 31620 1099063 SH Sole 689885 409178
TENNECO INC COM COM 880349105 14704 418796 SH Sole 262795 156001
TERADATA CORP DEL COM COM 88076W103 17905 289301 SH Sole 201451 87850
TERRA NITROGEN CO L P COM UNIT COM 881005201 214 1000 SH Sole 1000
TESORO CORP COM COM 881609101 269186 6110929 SH Sole 4151229 1959700
TEXAS INSTRS INC COM COM 882508104 78269 2533799 SH Sole 2125829 407970
THERMO FISHER SCIENTIFIC INC C COM 883556102 165291 2591579 SH Sole 2283720 307859
TIFFANY & CO NEW COM COM 886547108 17680 308330 SH Sole 214500 93830
TILLYS INC CL A COM 886885102 7015 520042 SH Sole 326243 193799
TIMKEN CO COM COM 887389104 52278 1093001 SH Sole 667536 425465
TITAN INTL INC ILL COM COM 88830M102 41195 1896662 SH Sole 1219285 677377
TRACTOR SUPPLY CO COM 892356106 29362 332303 SH Sole 207333 124970
TRANSDIGM GROUP INC COM COM 893641100 88513 649112 SH Sole 421673 227439
TRIUMPH GROUP INC NEW COM COM 896818101 18715 286599 SH Sole 187369 99230
TUPPERWARE CORP COM 899896104 1101 17170 SH Sole 17170
U S PHYSICAL THERAPY COM COM 90337L108 333 12100 SH Sole 12100
ULTIMATE SOFTWARE GROUP INC CO COM 90385D107 19594 207539 SH Sole 133550 73989
UNION PAC CORP COM COM 907818108 352 2800 SH Sole 2800
UNITED RENTALS INC COM COM 911363109 72688 1596830 SH Sole 1030660 566170
UNITED TECHNOLOGIES CORP COM COM 913017109 158209 1929144 SH Sole 1674754 254390
UNITEDHEALTH GROUP INC COM COM 91324P102 206 3800 SH Sole 3800
URBAN OUTFITTERS INC COM COM 917047102 40176 1020725 SH Sole 623705 397020
VALERO ENERGY CORP NEW COM COM 91913Y100 230733 6762397 SH Sole 5622407 1139990
VALIDUS HOLDINGS LTD COM SHS COM G9319H102 30606 885070 SH Sole 566360 318710
VENTAS INC COM 92276F100 305 4719 SH Sole 4719
VERIFONE SYS INC COM COM 92342Y109 8278 278915 SH Sole 192355 86560
VERIZON COMMUNICATIONS INC COM COM 92343V104 1209 27930 SH Sole 27930
VERTEX PHARMACEUTICALS INC COM COM 92532F100 129765 3097022 SH Sole 2549682 547340
VIACOM INC NEW CL B COM 92553P201 91887 1742255 SH Sole 1460455 281800
VISA INC COM CL A COM 92826C839 178059 1174686 SH Sole 1007409 167277
VOLCANO CORPORATION COM COM 928645100 20202 855653 SH Sole 522690 332963
WARNER CHILCOTT PLC IRELAND SH COM G94368100 64997 5398418 SH Sole 4426903 971515
WASTE CONNECTIONS INC COM COM 941053100 65123 1927276 SH Sole 1180498 746778
WATSCO INC COM COM 942622200 46063 614987 SH Sole 402762 212225
WATSON PHARMACEUTICALS INC COM COM 942683103 102379 1190449 SH Sole 994689 195760
WEATHERFORD INTERNATIONAL LTD COM H27013103 20001 1787360 SH Sole 1473570 313790
WELLS FARGO & CO NEW COM COM 949746101 1225 35850 SH Sole 26525 9325
WESCO INTL INC COM COM 95082P105 83178 1233540 SH Sole 857490 376050
WESTLAKE CHEM CORP COM COM 960413102 47960 604796 SH Sole 434476 170320
WEX INC COM COM 96208T104 8520 113040 SH Sole 70940 42100
WHITEWAVE FOODS CO-A COM 966244105 8454 544010 SH Sole 378670 165340
WHOLE FOODS MKT INC COM COM 966837106 92326 1012791 SH Sole 830389 182402
WILLIAMS SONOMA INC COM COM 969904101 78177 1786087 SH Sole 1274775 511312
WILLIS GROUP HOLDINGS PUBLIC L COM G96666105 13642 406860 SH Sole 335600 71260
WNS HOLDINGS LTD SPON ADR COM 92932M101 15996 1533637 SH Sole 961300 572337
WYNDHAM WORLDWIDE CORP COM COM 98310W108 551 10350 SH Sole 10350
WYNN RESORTS LTD COM COM 983134107 14751 131130 SH Sole 100100 31030
XPO LOGISTICS INC COM COM 983793100 24189 1391778 SH Sole 873122 518656
REPORT SUMMARY 305 DATA RECORDS 13849614 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED