The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 10,717 | 237,523 | SH | SOLE | 179,920 | 0 | 57,603 | ||
ACCELRYS INC | COM | 00430U103 | 2,521 | 202,327 | SH | SOLE | 105,007 | 0 | 97,320 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 25,010 | 188,656 | SH | SOLE | 170,495 | 0 | 18,161 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 27,675 | 420,970 | SH | SOLE | 328,030 | 0 | 92,940 | ||
AFFILIATED MANAGERS GRP INC | COM | 008252108 | 16,255 | 81,255 | SH | SOLE | 78,650 | 0 | 2,605 | ||
AIRGAS INC | COM | 009363102 | 15,288 | 143,539 | SH | SOLE | 139,190 | 0 | 4,349 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 12,885 | 302,759 | SH | SOLE | 292,575 | 0 | 10,184 | ||
ALEXANDRIA R E EQUITIES INC | REIT | 015271109 | 7,080 | 97,569 | SH | SOLE | 76,337 | 0 | 21,232 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 401 | 2,638 | SH | SOLE | 1,145 | 0 | 1,493 | ||
ALLEGHANY CORP | COM | 017175100 | 31,825 | 78,122 | SH | SOLE | 68,604 | 0 | 9,518 | ||
ALLERGAN INC | COM | 018490102 | 631 | 5,085 | SH | SOLE | 2,210 | 0 | 2,875 | ||
ALTERA CORP | COM | 021441100 | 619 | 17,091 | SH | SOLE | 7,445 | 0 | 9,646 | ||
AMAZON.COM INC | COM | 023135106 | 732 | 2,177 | SH | SOLE | 894 | 0 | 1,283 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 39,866 | 690,802 | SH | SOLE | 614,562 | 0 | 76,240 | ||
AMETEK INC | COM | 031100100 | 18,717 | 363,507 | SH | SOLE | 351,185 | 0 | 12,322 | ||
AMPHENOL CORP | COM | 032095101 | 25,347 | 276,560 | SH | SOLE | 267,186 | 0 | 9,374 | ||
ANSYS INC | COM | 03662Q105 | 19,444 | 252,454 | SH | SOLE | 241,722 | 0 | 10,732 | ||
AON PLC | COM | G0408V102 | 446 | 5,290 | SH | SOLE | 5,290 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 56,159 | 104,630 | SH | SOLE | 80,689 | 0 | 23,941 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 10,382 | 215,207 | SH | SOLE | 173,364 | 0 | 41,843 | ||
APTARGROUP INC | COM | 038336103 | 9,770 | 147,800 | SH | SOLE | 119,533 | 0 | 28,267 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 5,629 | 122,774 | SH | SOLE | 100,393 | 0 | 22,381 | ||
ASPEN TECHNOLOGY INC | COM | 045327103 | 28,072 | 662,709 | SH | SOLE | 588,079 | 0 | 74,630 | ||
ATHENAHEALTH INC | COM | 04685W103 | 4,420 | 27,584 | SH | SOLE | 22,035 | 0 | 5,549 | ||
ATWOOD OCEANICS | COM | 050095108 | 10,948 | 217,272 | SH | SOLE | 165,479 | 0 | 51,793 | ||
AVALONBAY COMMUNITIES INC | REIT | 053484101 | 524 | 3,993 | SH | SOLE | 1,740 | 0 | 2,253 | ||
AVNET INC | COM | 053807103 | 18,005 | 386,951 | SH | SOLE | 373,792 | 0 | 13,159 | ||
BANKUNITED INC | COM | 06652K103 | 9,580 | 275,520 | SH | SOLE | 215,510 | 0 | 60,010 | ||
BILL BARRETT CORP | COM | 06846N104 | 4,845 | 189,257 | SH | SOLE | 146,342 | 0 | 42,915 | ||
BIOGEN IDEC INC | COM | 09062X103 | 40,739 | 133,190 | SH | SOLE | 103,370 | 0 | 29,820 | ||
BLACK HILLS CORP | COM | 092113109 | 10,938 | 189,739 | SH | SOLE | 148,274 | 0 | 41,465 | ||
BOFI HOLDING INC | COM | 05566U108 | 6,465 | 75,395 | SH | SOLE | 55,480 | 0 | 19,915 | ||
BORGWARNER INC | COM | 099724106 | 21,046 | 342,382 | SH | SOLE | 324,678 | 0 | 17,704 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 82,029 | 2,008,065 | SH | SOLE | 1,564,538 | 0 | 443,527 | ||
BUCKLE INC | COM | 118440106 | 7,120 | 155,460 | SH | SOLE | 119,461 | 0 | 35,999 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 12,709 | 85,350 | SH | SOLE | 67,019 | 0 | 18,331 | ||
CABELAS INC | COM | 126804301 | 40,891 | 624,202 | SH | SOLE | 560,725 | 0 | 63,477 | ||
CABOT CORP | COM | 127055101 | 7,270 | 123,087 | SH | SOLE | 99,202 | 0 | 23,885 | ||
CARLISLE COS INC | COM | 142339100 | 15,781 | 198,903 | SH | SOLE | 192,070 | 0 | 6,833 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 10,179 | 154,134 | SH | SOLE | 120,673 | 0 | 33,461 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 14,593 | 215,898 | SH | SOLE | 168,623 | 0 | 47,275 | ||
CEPHEID INC | COM | 15670R107 | 29,527 | 572,444 | SH | SOLE | 512,676 | 0 | 59,768 | ||
CERNER CORP | COM | 156782104 | 10,455 | 185,862 | SH | SOLE | 174,591 | 0 | 11,271 | ||
CHEVRON CORP | COM | 166764100 | 1,104 | 9,287 | SH | SOLE | 4,045 | 0 | 5,242 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 34,922 | 505,602 | SH | SOLE | 492,305 | 0 | 13,297 | ||
CITIGROUP INC | COM | 172967424 | 91,915 | 1,930,978 | SH | SOLE | 1,496,895 | 0 | 434,083 | ||
CITY NATIONAL CORP | COM | 178566105 | 26,874 | 341,391 | SH | SOLE | 330,817 | 0 | 10,574 | ||
COGNEX CORP | COM | 192422103 | 10,859 | 320,703 | SH | SOLE | 311,295 | 0 | 9,408 | ||
COGNIZANT TECH SOLUTIONS | COM | 192446102 | 828 | 16,362 | SH | SOLE | 7,130 | 0 | 9,232 | ||
COLFAX CORP | COM | 194014106 | 11,437 | 160,335 | SH | SOLE | 155,205 | 0 | 5,130 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 978 | 15,080 | SH | SOLE | 8,460 | 0 | 6,620 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 13,735 | 481,605 | SH | SOLE | 375,168 | 0 | 106,437 | ||
COMCAST CORP | COM | 20030N101 | 95,270 | 1,903,873 | SH | SOLE | 1,478,005 | 0 | 425,868 | ||
COMERICA INC | COM | 200340107 | 28,156 | 543,548 | SH | SOLE | 526,440 | 0 | 17,108 | ||
COOPER COMPANIES INC | COM | 216648402 | 64,423 | 469,011 | SH | SOLE | 365,511 | 0 | 103,500 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 5,264 | 109,965 | SH | SOLE | 82,050 | 0 | 27,915 | ||
CORP OFFICE PPTYS TR INC | REIT | 22002T108 | 7,295 | 273,828 | SH | SOLE | 217,539 | 0 | 56,289 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 972 | 8,703 | SH | SOLE | 3,875 | 0 | 4,828 | ||
COVANCE INC | COM | 222816100 | 19,837 | 190,927 | SH | SOLE | 185,046 | 0 | 5,881 | ||
CUBIST PHARMACEUTICALS INC | COM | 229678107 | 23,561 | 322,090 | SH | SOLE | 290,437 | 0 | 31,653 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 49,603 | 639,797 | SH | SOLE | 568,277 | 0 | 71,520 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 14,900 | 1,450,845 | SH | SOLE | 1,292,022 | 0 | 158,823 | ||
DANAHER CORP | COM | 235851102 | 1,242 | 16,564 | SH | SOLE | 7,556 | 0 | 9,008 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 7,871 | 98,715 | SH | SOLE | 78,760 | 0 | 19,955 | ||
DISCOVER FINANCIAL SVCS INC | COM | 254709108 | 92,757 | 1,594,030 | SH | SOLE | 1,235,860 | 0 | 358,170 | ||
DISNEY (WALT) CO | COM | 254687106 | 92,419 | 1,154,224 | SH | SOLE | 892,010 | 0 | 262,214 | ||
EASTGROUP PROPERTIES | REIT | 277276101 | 7,430 | 118,110 | SH | SOLE | 94,241 | 0 | 23,869 | ||
ECOLAB INC | COM | 278865100 | 57,527 | 532,707 | SH | SOLE | 412,055 | 0 | 120,652 | ||
EL PASO ELECTRIC CO | COM | 283677854 | 11,825 | 330,949 | SH | SOLE | 259,646 | 0 | 71,303 | ||
EMC CORP/MA | COM | 268648102 | 610 | 22,241 | SH | SOLE | 9,885 | 0 | 12,356 | ||
ENERSYS INC | COM | 29275Y102 | 30,237 | 436,387 | SH | SOLE | 386,621 | 0 | 49,766 | ||
ESSEX PROPERTY TRUST | REIT | 297178105 | 20,957 | 123,240 | SH | SOLE | 119,127 | 0 | 4,113 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 25,558 | 239,890 | SH | SOLE | 213,511 | 0 | 26,379 | ||
FEI CO | COM | 30241L109 | 40,493 | 393,060 | SH | SOLE | 353,235 | 0 | 39,825 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 104,201 | 1,930,000 | SH | SOLE | 1,497,840 | 0 | 432,160 | ||
FISERV INC | COM | 337738108 | 876 | 15,448 | SH | SOLE | 6,840 | 0 | 8,608 | ||
FLUIDIGM CORP | COM | 34385P108 | 2,382 | 54,040 | SH | SOLE | 42,450 | 0 | 11,590 | ||
FMC CORP | COM | 302491303 | 21,132 | 276,017 | SH | SOLE | 262,878 | 0 | 13,139 | ||
FOREST LABORATORIES -CL A | COM | 345838106 | 817 | 8,851 | SH | SOLE | 4,670 | 0 | 4,181 | ||
FULLER (H. B.) CO | COM | 359694106 | 19,158 | 396,800 | SH | SOLE | 360,500 | 0 | 36,300 | ||
GATX CORP | COM | 361448103 | 27,012 | 397,941 | SH | SOLE | 365,195 | 0 | 32,746 | ||
GENESEE & WYOMING INC -CL A | COM | 371559105 | 15,668 | 160,994 | SH | SOLE | 155,656 | 0 | 5,338 | ||
GENOMIC HEALTH INC | COM | 37244C101 | 15,262 | 579,440 | SH | SOLE | 513,487 | 0 | 65,953 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 949 | 5,791 | SH | SOLE | 2,514 | 0 | 3,277 | ||
GOOGLE INC | COM | 38259P508 | 69,460 | 62,323 | SH | SOLE | 48,165 | 0 | 14,158 | ||
GREEN DOT CORP | COM | 39304D102 | 8,713 | 446,140 | SH | SOLE | 432,200 | 0 | 13,940 | ||
HELIX ENERGY SOLUTIONS GROUP | COM | 42330P107 | 7,901 | 343,812 | SH | SOLE | 256,677 | 0 | 87,135 | ||
HELMERICH & PAYNE | COM | 423452101 | 35,869 | 333,477 | SH | SOLE | 259,697 | 0 | 73,780 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 36,577 | 655,979 | SH | SOLE | 592,969 | 0 | 63,010 | ||
IDEX CORP | COM | 45167R104 | 8,301 | 113,890 | SH | SOLE | 93,130 | 0 | 20,760 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 96,264 | 1,183,624 | SH | SOLE | 918,425 | 0 | 265,199 | ||
ILLUMINA INC | COM | 452327109 | 37,506 | 252,295 | SH | SOLE | 243,288 | 0 | 9,007 | ||
INGREDION INC | COM | 457187102 | 8,737 | 128,335 | SH | SOLE | 101,247 | 0 | 27,088 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 37,368 | 390,590 | SH | SOLE | 373,630 | 0 | 16,960 | ||
INTL RECTIFIER CORP | COM | 460254105 | 7,372 | 269,044 | SH | SOLE | 209,408 | 0 | 59,636 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 6,342 | 89,224 | SH | SOLE | 70,183 | 0 | 19,041 | ||
ISIS PHARMACEUTICALS INC | COM | 464330109 | 14,423 | 333,799 | SH | SOLE | 302,490 | 0 | 31,309 | ||
ITC HOLDINGS CORP | COM | 465685105 | 30,273 | 810,514 | SH | SOLE | 739,479 | 0 | 71,035 | ||
ITT CORP | COM | 450911201 | 35,566 | 831,765 | SH | SOLE | 754,420 | 0 | 77,345 | ||
JACOBS ENGINEERING GROUP INC | COM | 469814107 | 22,457 | 353,655 | SH | SOLE | 335,098 | 0 | 18,557 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,496 | 15,230 | SH | SOLE | 6,480 | 0 | 8,750 | ||
K12 INC | COM | 48273U102 | 3,898 | 172,085 | SH | SOLE | 134,720 | 0 | 37,365 | ||
KENNAMETAL INC | COM | 489170100 | 22,351 | 504,544 | SH | SOLE | 457,015 | 0 | 47,529 | ||
KIRBY CORP | COM | 497266106 | 12,464 | 123,100 | SH | SOLE | 119,280 | 0 | 3,820 | ||
LEAPFROG ENTERPRISES INC | COM | 52186N106 | 4,085 | 544,716 | SH | SOLE | 403,455 | 0 | 141,261 | ||
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 15,461 | 283,435 | SH | SOLE | 224,084 | 0 | 59,351 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 13,903 | 193,072 | SH | SOLE | 151,954 | 0 | 41,118 | ||
LITTELFUSE INC | COM | 537008104 | 10,491 | 112,038 | SH | SOLE | 88,572 | 0 | 23,466 | ||
LKQ CORP | COM | 501889208 | 19,722 | 748,464 | SH | SOLE | 726,331 | 0 | 22,133 | ||
LOWE'S COMPANIES INC | COM | 548661107 | 1,036 | 21,193 | SH | SOLE | 9,160 | 0 | 12,033 | ||
MARKEL CORP | COM | 570535104 | 21,610 | 36,253 | SH | SOLE | 34,299 | 0 | 1,954 | ||
MASTEC INC | COM | 576323109 | 11,990 | 276,023 | SH | SOLE | 216,397 | 0 | 59,626 | ||
MDU RESOURCES GROUP INC | COM | 552690109 | 19,881 | 579,443 | SH | SOLE | 560,893 | 0 | 18,550 | ||
MEASUREMENT SPECIALTIES INC | COM | 583421102 | 8,798 | 129,670 | SH | SOLE | 103,355 | 0 | 26,315 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 17,957 | 330,451 | SH | SOLE | 296,715 | 0 | 33,736 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 4,460 | 106,503 | SH | SOLE | 83,893 | 0 | 22,610 | ||
METHANEX CORP | COM | 59151K108 | 26,956 | 421,577 | SH | SOLE | 379,617 | 0 | 41,960 | ||
MGIC INVESTMENT CORP/WI | COM | 552848103 | 5,110 | 599,820 | SH | SOLE | 476,800 | 0 | 123,020 | ||
MICROSOFT CORP | COM | 594918104 | 64,192 | 1,566,031 | SH | SOLE | 1,212,180 | 0 | 353,851 | ||
MID-AMERICA APT CMNTYS INC | REIT | 59522J103 | 8,077 | 118,308 | SH | SOLE | 89,594 | 0 | 28,714 | ||
MOOG INC -CL A | COM | 615394202 | 9,940 | 151,732 | SH | SOLE | 115,803 | 0 | 35,929 | ||
MWI VETERINARY SUPPLY | COM | 55402X105 | 12,670 | 81,417 | SH | SOLE | 62,083 | 0 | 19,334 | ||
NATIONAL FUEL GAS CO | COM | 636180101 | 62,669 | 894,755 | SH | SOLE | 760,965 | 0 | 133,790 | ||
NATIONAL OILWELL VARCO INC | COM | 637071101 | 65,135 | 836,461 | SH | SOLE | 648,891 | 0 | 187,570 | ||
NEOGEN CORP | COM | 640491106 | 6,740 | 149,952 | SH | SOLE | 114,943 | 0 | 35,009 | ||
NEWMARKET CORP | COM | 651587107 | 11,358 | 29,066 | SH | SOLE | 22,953 | 0 | 6,113 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 758 | 7,926 | SH | SOLE | 3,965 | 0 | 3,961 | ||
NORTHEAST UTILITIES | COM | 664397106 | 536 | 11,774 | SH | SOLE | 5,200 | 0 | 6,574 | ||
NVR INC | COM | 62944T105 | 17,869 | 15,579 | SH | SOLE | 15,085 | 0 | 494 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 129,509 | 1,359,106 | SH | SOLE | 1,053,508 | 0 | 305,598 | ||
OCEANEERING INTERNATIONAL | COM | 675232102 | 22,563 | 313,980 | SH | SOLE | 303,585 | 0 | 10,395 | ||
OGE ENERGY CORP | COM | 670837103 | 77,173 | 2,099,374 | SH | SOLE | 1,764,740 | 0 | 334,634 | ||
OIL STATES INTL INC | COM | 678026105 | 15,707 | 159,296 | SH | SOLE | 154,722 | 0 | 4,574 | ||
OMNICELL INC | COM | 68213N109 | 8,602 | 300,572 | SH | SOLE | 233,200 | 0 | 67,372 | ||
OPEN TEXT CORP | COM | 683715106 | 15,949 | 334,286 | SH | SOLE | 322,942 | 0 | 11,344 | ||
ORBITAL SCIENCES CORP | COM | 685564106 | 7,845 | 281,197 | SH | SOLE | 220,545 | 0 | 60,652 | ||
OWENS & MINOR INC | COM | 690732102 | 21,165 | 604,197 | SH | SOLE | 541,879 | 0 | 62,318 | ||
PANDORA MEDIA INC | COM | 698354107 | 12,012 | 396,165 | SH | SOLE | 384,225 | 0 | 11,940 | ||
PAREXEL INTERNATIONAL CORP | COM | 699462107 | 11,437 | 211,445 | SH | SOLE | 166,485 | 0 | 44,960 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 723 | 6,039 | SH | SOLE | 2,635 | 0 | 3,404 | ||
PORTFOLIO RECOVRY ASSOC INC | COM | 73640Q105 | 7,402 | 127,925 | SH | SOLE | 98,520 | 0 | 29,405 | ||
POTLATCH CORP | REIT | 737630103 | 4,362 | 112,752 | SH | SOLE | 88,179 | 0 | 24,573 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 9,183 | 139,605 | SH | SOLE | 108,605 | 0 | 31,000 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 805 | 3,186 | SH | SOLE | 1,383 | 0 | 1,803 | ||
PRICE (T. ROWE) GROUP | COM | 74144T108 | 800 | 9,716 | SH | SOLE | 4,315 | 0 | 5,401 | ||
PROOFPOINT INC | COM | 743424103 | 12,308 | 331,925 | SH | SOLE | 294,426 | 0 | 37,499 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 4,642 | 147,305 | SH | SOLE | 112,129 | 0 | 35,176 | ||
PROSPERITY BANCSHARES INC | COM | 743606105 | 28,885 | 436,654 | SH | SOLE | 423,815 | 0 | 12,839 | ||
PTC INC | COM | 69370C100 | 12,460 | 351,786 | SH | SOLE | 280,964 | 0 | 70,822 | ||
PVH CORP | COM | 693656100 | 9,303 | 74,562 | SH | SOLE | 72,019 | 0 | 2,543 | ||
RAYONIER INC | REIT | 754907103 | 23,220 | 505,779 | SH | SOLE | 480,425 | 0 | 25,354 | ||
REDWOOD TRUST INC | REIT | 758075402 | 9,141 | 450,746 | SH | SOLE | 360,652 | 0 | 90,094 | ||
REGAL-BELOIT CORP | COM | 758750103 | 11,898 | 163,635 | SH | SOLE | 156,224 | 0 | 7,411 | ||
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 65,076 | 920,967 | SH | SOLE | 761,339 | 0 | 159,628 | ||
ROPER INDUSTRIES INC/DE | COM | 776696106 | 62,744 | 469,959 | SH | SOLE | 364,585 | 0 | 105,374 | ||
ROSS STORES INC | COM | 778296103 | 666 | 9,308 | SH | SOLE | 4,090 | 0 | 5,218 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 17,626 | 421,270 | SH | SOLE | 410,230 | 0 | 11,040 | ||
SCHLUMBERGER LTD | COM | 806857108 | 858 | 8,800 | SH | SOLE | 4,085 | 0 | 4,715 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 105,042 | 3,843,483 | SH | SOLE | 2,979,115 | 0 | 864,368 | ||
SEATTLE GENETICS INC | COM | 812578102 | 8,913 | 195,626 | SH | SOLE | 189,569 | 0 | 6,057 | ||
SIERRA WIRELESS INC | COM | 826516106 | 6,150 | 281,735 | SH | SOLE | 220,005 | 0 | 61,730 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 9,403 | 250,616 | SH | SOLE | 196,027 | 0 | 54,589 | ||
SNAP-ON INC | COM | 833034101 | 35,671 | 314,336 | SH | SOLE | 285,888 | 0 | 28,448 | ||
SPANSION INC | COM | 84649R200 | 8,608 | 494,144 | SH | SOLE | 477,704 | 0 | 16,440 | ||
SQUARE 1 FINANCIAL INC | COM | 85223W101 | 4,475 | 222,640 | SH | SOLE | 173,336 | 0 | 49,304 | ||
STERICYCLE INC | COM | 858912108 | 99,503 | 875,755 | SH | SOLE | 719,269 | 0 | 156,486 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 5,397 | 108,452 | SH | SOLE | 86,889 | 0 | 21,563 | ||
STRYKER CORP | COM | 863667101 | 784 | 9,627 | SH | SOLE | 4,220 | 0 | 5,407 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 11,287 | 366,931 | SH | SOLE | 284,075 | 0 | 82,856 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 34,997 | 271,760 | SH | SOLE | 237,365 | 0 | 34,395 | ||
SYNTEL INC | COM | 87162H103 | 23,996 | 266,923 | SH | SOLE | 240,949 | 0 | 25,974 | ||
TAIWAN SEMICONDUCTOR MFG CO | ADR | 874039100 | 32,589 | 1,627,835 | SH | SOLE | 1,268,225 | 0 | 359,610 | ||
TCF FINANCIAL CORP | COM | 872275102 | 9,497 | 570,023 | SH | SOLE | 464,847 | 0 | 105,176 | ||
TEXAS CAPITAL BANCSHARES INC | COM | 88224Q107 | 7,690 | 118,415 | SH | SOLE | 93,450 | 0 | 24,965 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 51,118 | 425,130 | SH | SOLE | 329,190 | 0 | 95,940 | ||
TIBCO SOFTWARE INC | COM | 88632Q103 | 4,037 | 198,660 | SH | SOLE | 153,273 | 0 | 45,387 | ||
TORCHMARK CORP | COM | 891027104 | 25,660 | 326,043 | SH | SOLE | 314,698 | 0 | 11,345 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 35,416 | 501,431 | SH | SOLE | 454,341 | 0 | 47,090 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 40,308 | 1,036,998 | SH | SOLE | 952,935 | 0 | 84,063 | ||
UGI CORP | COM | 902681105 | 42,145 | 924,036 | SH | SOLE | 827,050 | 0 | 96,986 | ||
UNDER ARMOUR INC | COM | 904311107 | 51,970 | 453,331 | SH | SOLE | 415,685 | 0 | 37,646 | ||
UNION PACIFIC CORP | COM | 907818108 | 87,329 | 465,355 | SH | SOLE | 360,496 | 0 | 104,859 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 10,920 | 197,332 | SH | SOLE | 151,000 | 0 | 46,332 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 26,647 | 324,682 | SH | SOLE | 313,864 | 0 | 10,818 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,105 | 23,232 | SH | SOLE | 10,800 | 0 | 12,432 | ||
VF CORP | COM | 918204108 | 606 | 9,790 | SH | SOLE | 4,100 | 0 | 5,690 | ||
VISA INC | COM | 92826C839 | 66,528 | 308,200 | SH | SOLE | 238,620 | 0 | 69,580 | ||
VOCUS INC | COM | 92858J108 | 4,257 | 319,390 | SH | SOLE | 249,990 | 0 | 69,400 | ||
WADDELL&REED FINL INC -CL A | COM | 930059100 | 40,461 | 549,596 | SH | SOLE | 486,096 | 0 | 63,500 | ||
WAGEWORKS INC | COM | 930427109 | 20,098 | 358,192 | SH | SOLE | 320,680 | 0 | 37,512 | ||
WALGREEN CO | COM | 931422109 | 109,066 | 1,651,770 | SH | SOLE | 1,280,625 | 0 | 371,145 | ||
WELLS FARGO & CO | COM | 949746101 | 1,271 | 25,553 | SH | SOLE | 11,285 | 0 | 14,268 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 34,901 | 792,310 | SH | SOLE | 718,570 | 0 | 73,740 | ||
WHIRLPOOL CORP | COM | 963320106 | 46,968 | 314,250 | SH | SOLE | 244,870 | 0 | 69,380 | ||
WHITING PETROLEUM CORP | COM | 966387102 | 30,458 | 438,939 | SH | SOLE | 420,268 | 0 | 18,671 | ||
WILLIAMS-SONOMA INC | COM | 969904101 | 27,590 | 414,014 | SH | SOLE | 401,127 | 0 | 12,887 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 8,786 | 307,752 | SH | SOLE | 236,956 | 0 | 70,796 | ||
ZOETIS INC | COM | 98978V103 | 54,072 | 1,868,418 | SH | SOLE | 1,455,748 | 0 | 412,670 |