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 |
ABBVIE INC | COM | 00287Y109 | 60,078 | 1,064,450 | SH | SOLE | 819,190 | 0 | 245,260 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 10,241 | 225,083 | SH | SOLE | 169,125 | 0 | 55,958 | ||
ACUITY BRANDS INC | COM | 00508Y102 | 21,987 | 159,041 | SH | SOLE | 141,100 | 0 | 17,941 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 30,213 | 417,540 | SH | SOLE | 321,420 | 0 | 96,120 | ||
AIRGAS INC | COM | 009363102 | 329 | 3,025 | SH | SOLE | 3,025 | 0 | 0 | ||
ALCOA INC | COM | 013817101 | 649 | 43,600 | SH | SOLE | 19,080 | 0 | 24,520 | ||
ALEXANDER & BALDWIN INC | COM | 014491104 | 14,581 | 351,762 | SH | SOLE | 337,433 | 0 | 14,329 | ||
ALEXANDRIA R E EQUITIES INC | REIT | 015271109 | 7,046 | 90,755 | SH | SOLE | 71,819 | 0 | 18,936 | ||
ALLEGHANY CORP | COM | 017175100 | 25,817 | 58,926 | SH | SOLE | 50,340 | 0 | 8,586 | ||
ALTERA CORP | COM | 021441100 | 594 | 17,091 | SH | SOLE | 7,445 | 0 | 9,646 | ||
AMAZON.COM INC | COM | 023135106 | 707 | 2,177 | SH | SOLE | 970 | 0 | 1,207 | ||
AMERICAN FINANCIAL GROUP INC | COM | 025932104 | 34,305 | 575,978 | SH | SOLE | 503,490 | 0 | 72,488 | ||
AMETEK INC | COM | 031100100 | 12,791 | 244,665 | SH | SOLE | 233,117 | 0 | 11,548 | ||
AON PLC | COM | G0408V102 | 477 | 5,290 | SH | SOLE | 5,290 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 66,567 | 716,310 | SH | SOLE | 548,723 | 0 | 167,587 | ||
APPLIED INDUSTRIAL TECH INC | COM | 03820C105 | 10,232 | 201,696 | SH | SOLE | 164,261 | 0 | 37,435 | ||
APTARGROUP INC | COM | 038336103 | 10,319 | 153,986 | SH | SOLE | 121,970 | 0 | 32,016 | ||
ARGO GROUP INTL HOLDINGS LTD | COM | G0464B107 | 5,876 | 114,966 | SH | SOLE | 95,084 | 0 | 19,882 | ||
ASPEN TECHNOLOGY INC | COM | 045327103 | 22,897 | 493,460 | SH | SOLE | 428,621 | 0 | 64,839 | ||
ATWOOD OCEANICS | COM | 050095108 | 10,340 | 197,024 | SH | SOLE | 150,818 | 0 | 46,206 | ||
AVALONBAY COMMUNITIES INC | REIT | 053484101 | 568 | 3,993 | SH | SOLE | 1,740 | 0 | 2,253 | ||
AVNET INC | COM | 053807103 | 11,518 | 259,940 | SH | SOLE | 246,966 | 0 | 12,974 | ||
BANKUNITED INC | COM | 06652K103 | 8,610 | 257,175 | SH | SOLE | 203,645 | 0 | 53,530 | ||
BILL BARRETT CORP | COM | 06846N104 | 6,783 | 253,286 | SH | SOLE | 199,224 | 0 | 54,062 | ||
BIOGEN IDEC INC | COM | 09062X103 | 41,063 | 130,230 | SH | SOLE | 100,410 | 0 | 29,820 | ||
BLACK HILLS CORP | COM | 092113109 | 10,721 | 174,637 | SH | SOLE | 137,649 | 0 | 36,988 | ||
BORGWARNER INC | COM | 099724106 | 16,481 | 252,811 | SH | SOLE | 234,437 | 0 | 18,374 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 674 | 52,751 | SH | SOLE | 23,126 | 0 | 29,625 | ||
BROOKFIELD ASSET MANAGEMENT | COM | 112585104 | 86,407 | 1,962,913 | SH | SOLE | 1,519,386 | 0 | 443,527 | ||
BUCKLE INC | COM | 118440106 | 6,333 | 142,769 | SH | SOLE | 110,661 | 0 | 32,108 | ||
BUFFALO WILD WINGS INC | COM | 119848109 | 13,377 | 80,723 | SH | SOLE | 63,244 | 0 | 17,479 | ||
CABELAS INC | COM | 126804301 | 30,900 | 495,200 | SH | SOLE | 435,695 | 0 | 59,505 | ||
CABOT CORP | COM | 127055101 | 6,586 | 113,574 | SH | SOLE | 92,419 | 0 | 21,155 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 534 | 15,640 | SH | SOLE | 6,860 | 0 | 8,780 | ||
CARLISLE COS INC | COM | 142339100 | 11,654 | 134,538 | SH | SOLE | 127,800 | 0 | 6,738 | ||
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 9,081 | 143,581 | SH | SOLE | 113,924 | 0 | 29,657 | ||
CASEYS GENERAL STORES INC | COM | 147528103 | 15,294 | 217,578 | SH | SOLE | 168,718 | 0 | 48,860 | ||
CEPHEID INC | COM | 15670R107 | 15,103 | 315,032 | SH | SOLE | 278,241 | 0 | 36,791 | ||
CERNER CORP | COM | 156782104 | 467 | 9,048 | SH | SOLE | 4,390 | 0 | 4,658 | ||
CHEVRON CORP | COM | 166764100 | 1,212 | 9,287 | SH | SOLE | 4,045 | 0 | 5,242 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 27,730 | 396,419 | SH | SOLE | 384,112 | 0 | 12,307 | ||
CITIGROUP INC | COM | 172967424 | 1,061 | 22,523 | SH | SOLE | 9,900 | 0 | 12,623 | ||
CITY NATIONAL CORP | COM | 178566105 | 17,724 | 233,953 | SH | SOLE | 223,534 | 0 | 10,419 | ||
COGNEX CORP | COM | 192422103 | 9,077 | 236,393 | SH | SOLE | 226,985 | 0 | 9,408 | ||
COGNIZANT TECH SOLUTIONS | COM | 192446102 | 800 | 16,362 | SH | SOLE | 7,130 | 0 | 9,232 | ||
COLFAX CORP | COM | 194014106 | 10,595 | 142,140 | SH | SOLE | 136,320 | 0 | 5,820 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 1,028 | 15,080 | SH | SOLE | 8,460 | 0 | 6,620 | ||
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 11,862 | 450,837 | SH | SOLE | 355,891 | 0 | 94,946 | ||
COMCAST CORP | COM | 20030N101 | 100,066 | 1,864,113 | SH | SOLE | 1,436,905 | 0 | 427,208 | ||
COMERICA INC | COM | 200340107 | 18,580 | 370,418 | SH | SOLE | 353,560 | 0 | 16,858 | ||
COMPUTER SCIENCES CORP | COM | 205363104 | 6,160 | 97,470 | SH | SOLE | 93,050 | 0 | 4,420 | ||
COOPER COMPANIES INC | COM | 216648402 | 46,394 | 342,319 | SH | SOLE | 265,049 | 0 | 77,270 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 5,383 | 116,962 | SH | SOLE | 91,775 | 0 | 25,187 | ||
CORP OFFICE PPTYS TR INC | REIT | 22002T108 | 5,337 | 191,892 | SH | SOLE | 141,679 | 0 | 50,213 | ||
COSTCO WHOLESALE CORP | COM | 22160K105 | 1,002 | 8,703 | SH | SOLE | 3,875 | 0 | 4,828 | ||
COVANCE INC | COM | 222816100 | 12,052 | 140,832 | SH | SOLE | 134,951 | 0 | 5,881 | ||
CUBIST PHARMACEUTICALS INC | COM | 229678107 | 12,851 | 184,062 | SH | SOLE | 160,840 | 0 | 23,222 | ||
CULLEN/FROST BANKERS INC | COM | 229899109 | 39,708 | 499,971 | SH | SOLE | 435,037 | 0 | 64,934 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 12,185 | 1,116,862 | SH | SOLE | 971,194 | 0 | 145,668 | ||
DANAHER CORP | COM | 235851102 | 1,304 | 16,564 | SH | SOLE | 7,556 | 0 | 9,008 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 8,828 | 102,263 | SH | SOLE | 80,809 | 0 | 21,454 | ||
DEXCOM INC | COM | 252131107 | 11,856 | 298,949 | SH | SOLE | 263,235 | 0 | 35,714 | ||
DISCOVER FINANCIAL SVCS INC | COM | 254709108 | 96,603 | 1,558,610 | SH | SOLE | 1,200,440 | 0 | 358,170 | ||
DISNEY (WALT) CO | COM | 254687106 | 96,671 | 1,127,494 | SH | SOLE | 865,950 | 0 | 261,544 | ||
EASTGROUP PROPERTIES | REIT | 277276101 | 4,093 | 63,720 | SH | SOLE | 50,255 | 0 | 13,465 | ||
ECOLAB INC | COM | 278865100 | 58,135 | 522,137 | SH | SOLE | 401,315 | 0 | 120,822 | ||
EL PASO ELECTRIC CO | COM | 283677854 | 8,573 | 213,216 | SH | SOLE | 167,327 | 0 | 45,889 | ||
EMC CORP/MA | COM | 268648102 | 586 | 22,241 | SH | SOLE | 9,885 | 0 | 12,356 | ||
ENERSYS INC | COM | 29275Y102 | 23,678 | 344,209 | SH | SOLE | 298,058 | 0 | 46,151 | ||
ESSEX PROPERTY TRUST | REIT | 297178105 | 15,344 | 82,983 | SH | SOLE | 78,930 | 0 | 4,053 | ||
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 21,589 | 187,533 | SH | SOLE | 161,768 | 0 | 25,765 | ||
FIRST REPUBLIC BANK | COM | 33616C100 | 103,767 | 1,887,010 | SH | SOLE | 1,454,850 | 0 | 432,160 | ||
FISERV INC | COM | 337738108 | 932 | 15,448 | SH | SOLE | 6,840 | 0 | 8,608 | ||
FLIR SYSTEMS INC | COM | 302445101 | 8,203 | 236,205 | SH | SOLE | 225,425 | 0 | 10,780 | ||
FLUIDIGM CORP | COM | 34385P108 | 3,261 | 110,923 | SH | SOLE | 85,888 | 0 | 25,035 | ||
FMC CORP | COM | 302491303 | 13,440 | 188,792 | SH | SOLE | 175,778 | 0 | 13,014 | ||
FULLER (H. B.) CO | COM | 359694106 | 15,290 | 317,870 | SH | SOLE | 282,730 | 0 | 35,140 | ||
GATX CORP | COM | 361448103 | 15,147 | 226,283 | SH | SOLE | 200,686 | 0 | 25,597 | ||
GENESEE & WYOMING INC -CL A | COM | 371559105 | 15,143 | 144,217 | SH | SOLE | 137,688 | 0 | 6,529 | ||
GENOMIC HEALTH INC | COM | 37244C101 | 12,761 | 465,740 | SH | SOLE | 405,102 | 0 | 60,638 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 970 | 5,791 | SH | SOLE | 2,514 | 0 | 3,277 | ||
GOOGLE INC | COM | 38259P508 | 35,634 | 60,947 | SH | SOLE | 46,789 | 0 | 14,158 | ||
GOOGLE INC | COM | 38259P706 | 35,062 | 60,947 | SH | SOLE | 46,789 | 0 | 14,158 | ||
GREEN DOT CORP | COM | 39304D102 | 6,154 | 324,240 | SH | SOLE | 310,300 | 0 | 13,940 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 3,517 | 86,506 | SH | SOLE | 68,021 | 0 | 18,485 | ||
HARMAN INTERNATIONAL INDS | COM | 413086109 | 6,114 | 56,910 | SH | SOLE | 54,320 | 0 | 2,590 | ||
HARTE HANKS INC | COM | 416196103 | 5,191 | 721,935 | SH | SOLE | 561,625 | 0 | 160,310 | ||
HELIX ENERGY SOLUTIONS GROUP | COM | 42330P107 | 9,314 | 354,017 | SH | SOLE | 276,292 | 0 | 77,725 | ||
HELMERICH & PAYNE | COM | 423452101 | 37,849 | 325,977 | SH | SOLE | 252,197 | 0 | 73,780 | ||
HENRY (JACK) & ASSOCIATES | COM | 426281101 | 31,465 | 529,451 | SH | SOLE | 469,054 | 0 | 60,397 | ||
IDEX CORP | COM | 45167R104 | 8,655 | 107,190 | SH | SOLE | 86,891 | 0 | 20,299 | ||
ILLINOIS TOOL WORKS | COM | 452308109 | 101,332 | 1,157,284 | SH | SOLE | 892,085 | 0 | 265,199 | ||
ILLUMINA INC | COM | 452327109 | 18,456 | 103,374 | SH | SOLE | 97,456 | 0 | 5,918 | ||
INTL FLAVORS & FRAGRANCES | COM | 459506101 | 30,293 | 290,500 | SH | SOLE | 273,965 | 0 | 16,535 | ||
INTL RECTIFIER CORP | COM | 460254105 | 6,836 | 245,029 | SH | SOLE | 192,112 | 0 | 52,917 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 5,677 | 82,514 | SH | SOLE | 65,664 | 0 | 16,850 | ||
ISIS PHARMACEUTICALS INC | COM | 464330109 | 10,412 | 302,243 | SH | SOLE | 260,124 | 0 | 42,119 | ||
ITC HOLDINGS CORP | COM | 465685105 | 21,899 | 600,293 | SH | SOLE | 535,547 | 0 | 64,746 | ||
ITT CORP | COM | 450911201 | 30,078 | 625,315 | SH | SOLE | 554,620 | 0 | 70,695 | ||
JACOBS ENGINEERING GROUP INC | COM | 469814107 | 698 | 13,099 | SH | SOLE | 5,710 | 0 | 7,389 | ||
JOHNSON & JOHNSON | COM | 478160104 | 89,017 | 850,860 | SH | SOLE | 653,480 | 0 | 197,380 | ||
K12 INC | COM | 48273U102 | 2,768 | 115,000 | SH | SOLE | 90,102 | 0 | 24,898 | ||
KENNAMETAL INC | COM | 489170100 | 17,767 | 383,896 | SH | SOLE | 339,991 | 0 | 43,905 | ||
KIRBY CORP | COM | 497266106 | 15,046 | 128,445 | SH | SOLE | 123,095 | 0 | 5,350 | ||
LEAPFROG ENTERPRISES INC | COM | 52186N106 | 3,830 | 521,114 | SH | SOLE | 393,388 | 0 | 127,726 | ||
LEGG MASON INC | COM | 524901105 | 8,810 | 171,695 | SH | SOLE | 163,935 | 0 | 7,760 | ||
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 14,460 | 232,853 | SH | SOLE | 179,908 | 0 | 52,945 | ||
LINCOLN ELECTRIC HLDGS INC | COM | 533900106 | 12,789 | 183,019 | SH | SOLE | 143,769 | 0 | 39,250 | ||
LITTELFUSE INC | COM | 537008104 | 9,603 | 103,318 | SH | SOLE | 82,594 | 0 | 20,724 | ||
LKQ CORP | COM | 501889208 | 10,339 | 387,364 | SH | SOLE | 369,841 | 0 | 17,523 | ||
LOWE'S COMPANIES INC | COM | 548661107 | 1,017 | 21,193 | SH | SOLE | 9,160 | 0 | 12,033 | ||
MARKEL CORP | COM | 570535104 | 15,973 | 24,362 | SH | SOLE | 22,428 | 0 | 1,934 | ||
MASTEC INC | COM | 576323109 | 4,474 | 145,175 | SH | SOLE | 113,741 | 0 | 31,434 | ||
MDU RESOURCES GROUP INC | COM | 552690109 | 17,783 | 506,643 | SH | SOLE | 485,993 | 0 | 20,650 | ||
MEASUREMENT SPECIALTIES INC | COM | 583421102 | 10,278 | 119,420 | SH | SOLE | 95,945 | 0 | 23,475 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 11,598 | 270,915 | SH | SOLE | 237,114 | 0 | 33,801 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 4,199 | 99,468 | SH | SOLE | 79,413 | 0 | 20,055 | ||
METHANEX CORP | COM | 59151K108 | 20,154 | 326,221 | SH | SOLE | 288,002 | 0 | 38,219 | ||
MGIC INVESTMENT CORP/WI | COM | 552848103 | 20,248 | 2,191,380 | SH | SOLE | 1,913,870 | 0 | 277,510 | ||
MICROSOFT CORP | COM | 594918104 | 64,218 | 1,540,011 | SH | SOLE | 1,182,440 | 0 | 357,571 | ||
MID-AMERICA APT CMNTYS INC | REIT | 59522J103 | 6,132 | 83,946 | SH | SOLE | 65,946 | 0 | 18,000 | ||
MOOG INC -CL A | COM | 615394202 | 8,587 | 117,806 | SH | SOLE | 85,912 | 0 | 31,894 | ||
MWI VETERINARY SUPPLY | COM | 55402X105 | 7,519 | 52,956 | SH | SOLE | 41,580 | 0 | 11,376 | ||
NATIONAL FUEL GAS CO | COM | 636180101 | 74,291 | 948,795 | SH | SOLE | 789,945 | 0 | 158,850 | ||
NAVIOS MARITIME HOLDINGS INC | COM | Y62196103 | 4,198 | 414,852 | SH | SOLE | 326,717 | 0 | 88,135 | ||
NEOGEN CORP | COM | 640491106 | 5,565 | 137,510 | SH | SOLE | 106,279 | 0 | 31,231 | ||
NEWMARKET CORP | COM | 651587107 | 8,513 | 21,711 | SH | SOLE | 17,006 | 0 | 4,705 | ||
NEWPARK RESOURCES | COM | 651718504 | 6,344 | 509,115 | SH | SOLE | 397,155 | 0 | 111,960 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 812 | 7,926 | SH | SOLE | 3,965 | 0 | 3,961 | ||
NORTHEAST UTILITIES | COM | 664397106 | 557 | 11,774 | SH | SOLE | 5,200 | 0 | 6,574 | ||
NVR INC | COM | 62944T105 | 13,027 | 11,322 | SH | SOLE | 10,828 | 0 | 494 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 144,572 | 1,408,676 | SH | SOLE | 1,085,378 | 0 | 323,298 | ||
OCEANEERING INTERNATIONAL | COM | 675232102 | 16,528 | 211,545 | SH | SOLE | 201,300 | 0 | 10,245 | ||
OGE ENERGY CORP | COM | 670837103 | 73,256 | 1,874,524 | SH | SOLE | 1,538,870 | 0 | 335,654 | ||
OIL STATES INTL INC | COM | 678026105 | 14,747 | 230,092 | SH | SOLE | 219,678 | 0 | 10,414 | ||
OMNICELL INC | COM | 68213N109 | 8,259 | 287,674 | SH | SOLE | 221,522 | 0 | 66,152 | ||
OPEN TEXT CORP | COM | 683715106 | 10,745 | 224,137 | SH | SOLE | 212,953 | 0 | 11,184 | ||
ORBITAL SCIENCES CORP | COM | 685564106 | 8,030 | 271,735 | SH | SOLE | 211,968 | 0 | 59,767 | ||
PANDORA MEDIA INC | COM | 698354107 | 11,227 | 380,580 | SH | SOLE | 364,580 | 0 | 16,000 | ||
PAREXEL INTERNATIONAL CORP | COM | 699462107 | 7,972 | 150,869 | SH | SOLE | 118,179 | 0 | 32,690 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 759 | 6,039 | SH | SOLE | 2,635 | 0 | 3,404 | ||
POLYONE CORP | COM | 73179P106 | 14,020 | 332,690 | SH | SOLE | 300,190 | 0 | 32,500 | ||
PORTFOLIO RECOVRY ASSOC INC | COM | 73640Q105 | 8,007 | 134,506 | SH | SOLE | 99,817 | 0 | 34,689 | ||
POTLATCH CORP | REIT | 737630103 | 4,569 | 110,362 | SH | SOLE | 86,289 | 0 | 24,073 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 6,117 | 106,305 | SH | SOLE | 83,260 | 0 | 23,045 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 804 | 3,186 | SH | SOLE | 1,383 | 0 | 1,803 | ||
PRICE (T. ROWE) GROUP | COM | 74144T108 | 820 | 9,716 | SH | SOLE | 4,315 | 0 | 5,401 | ||
PROOFPOINT INC | COM | 743424103 | 15,628 | 417,197 | SH | SOLE | 368,051 | 0 | 49,146 | ||
PROSPERITY BANCSHARES INC | COM | 743606105 | 20,183 | 322,414 | SH | SOLE | 309,575 | 0 | 12,839 | ||
PTC INC | COM | 69370C100 | 13,294 | 342,621 | SH | SOLE | 271,881 | 0 | 70,740 | ||
QUANTA SERVICES INC | COM | 74762E102 | 8,753 | 253,115 | SH | SOLE | 241,665 | 0 | 11,450 | ||
RAYONIER INC | REIT | 754907103 | 12,100 | 340,366 | SH | SOLE | 315,272 | 0 | 25,094 | ||
REDWOOD TRUST INC | REIT | 758075402 | 8,222 | 422,270 | SH | SOLE | 342,398 | 0 | 79,872 | ||
REGAL-BELOIT CORP | COM | 758750103 | 8,839 | 112,513 | SH | SOLE | 105,177 | 0 | 7,336 | ||
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 38,462 | 521,805 | SH | SOLE | 431,787 | 0 | 90,018 | ||
ROPER INDUSTRIES INC/DE | COM | 776696106 | 67,091 | 459,499 | SH | SOLE | 354,405 | 0 | 105,094 | ||
ROSS STORES INC | COM | 778296103 | 616 | 9,308 | SH | SOLE | 4,090 | 0 | 5,218 | ||
RPM INTERNATIONAL INC | COM | 749685103 | 15,045 | 325,795 | SH | SOLE | 313,145 | 0 | 12,650 | ||
RUBY TUESDAY INC | COM | 781182100 | 3,817 | 502,959 | SH | SOLE | 342,785 | 0 | 160,174 | ||
SCHLUMBERGER LTD | COM | 806857108 | 1,038 | 8,800 | SH | SOLE | 4,085 | 0 | 4,715 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 101,205 | 3,758,060 | SH | SOLE | 2,895,802 | 0 | 862,258 | ||
SEATTLE GENETICS INC | COM | 812578102 | 6,651 | 173,881 | SH | SOLE | 166,414 | 0 | 7,467 | ||
SIERRA WIRELESS INC | COM | 826516106 | 5,240 | 259,810 | SH | SOLE | 204,740 | 0 | 55,070 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 8,277 | 176,250 | SH | SOLE | 138,064 | 0 | 38,186 | ||
SNAP-ON INC | COM | 833034101 | 28,747 | 242,552 | SH | SOLE | 215,196 | 0 | 27,356 | ||
SPANSION INC | COM | 84649R200 | 15,479 | 734,647 | SH | SOLE | 664,897 | 0 | 69,750 | ||
SQUARE 1 FINANCIAL INC | COM | 85223W101 | 4,938 | 259,759 | SH | SOLE | 189,475 | 0 | 70,284 | ||
STERICYCLE INC | COM | 858912108 | 95,275 | 804,554 | SH | SOLE | 648,398 | 0 | 156,156 | ||
STIFEL FINANCIAL CORP | COM | 860630102 | 20,887 | 441,122 | SH | SOLE | 384,974 | 0 | 56,148 | ||
SUPERIOR ENERGY SERVICES INC | COM | 868157108 | 12,387 | 342,764 | SH | SOLE | 268,777 | 0 | 73,987 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 29,333 | 251,525 | SH | SOLE | 219,375 | 0 | 32,150 | ||
SYNTEL INC | COM | 87162H103 | 17,837 | 207,500 | SH | SOLE | 183,936 | 0 | 23,564 | ||
TAIWAN SEMICONDUCTOR MFG CO | ADR | 874039100 | 34,036 | 1,591,225 | SH | SOLE | 1,231,615 | 0 | 359,610 | ||
TCF FINANCIAL CORP | COM | 872275102 | 8,628 | 527,059 | SH | SOLE | 433,690 | 0 | 93,369 | ||
TEXAS CAPITAL BANCSHARES INC | COM | 88224Q107 | 5,903 | 109,425 | SH | SOLE | 87,185 | 0 | 22,240 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 68,541 | 580,860 | SH | SOLE | 446,560 | 0 | 134,300 | ||
TIBCO SOFTWARE INC | COM | 88632Q103 | 3,675 | 182,217 | SH | SOLE | 141,978 | 0 | 40,239 | ||
TORCHMARK CORP | COM | 891027104 | 19,779 | 241,448 | SH | SOLE | 229,988 | 0 | 11,460 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 25,477 | 421,807 | SH | SOLE | 373,233 | 0 | 48,574 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 31,328 | 847,858 | SH | SOLE | 764,558 | 0 | 83,300 | ||
UGI CORP | COM | 902681105 | 36,027 | 713,405 | SH | SOLE | 625,142 | 0 | 88,263 | ||
UNDER ARMOUR INC | COM | 904311107 | 38,438 | 646,123 | SH | SOLE | 587,031 | 0 | 59,092 | ||
UNION PACIFIC CORP | COM | 907818108 | 90,777 | 910,046 | SH | SOLE | 700,788 | 0 | 209,258 | ||
UNIVERSAL FOREST PRODS INC | COM | 913543104 | 8,898 | 184,334 | SH | SOLE | 143,249 | 0 | 41,085 | ||
UNIVERSAL HEALTH SVCS INC | COM | 913903100 | 22,263 | 232,486 | SH | SOLE | 221,233 | 0 | 11,253 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,137 | 23,232 | SH | SOLE | 10,800 | 0 | 12,432 | ||
VF CORP | COM | 918204108 | 617 | 9,790 | SH | SOLE | 4,610 | 0 | 5,180 | ||
VISA INC | COM | 92826C839 | 63,502 | 301,370 | SH | SOLE | 231,790 | 0 | 69,580 | ||
WAGEWORKS INC | COM | 930427109 | 13,905 | 288,427 | SH | SOLE | 253,830 | 0 | 34,597 | ||
WALGREEN CO | COM | 931422109 | 69,201 | 933,510 | SH | SOLE | 716,375 | 0 | 217,135 | ||
WELLS FARGO & CO | COM | 949746101 | 1,343 | 25,553 | SH | SOLE | 11,285 | 0 | 14,268 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 28,130 | 666,905 | SH | SOLE | 590,165 | 0 | 76,740 | ||
WHIRLPOOL CORP | COM | 963320106 | 42,766 | 307,180 | SH | SOLE | 237,800 | 0 | 69,380 | ||
WHITING PETROLEUM CORP | COM | 966387102 | 84,330 | 1,050,838 | SH | SOLE | 875,557 | 0 | 175,281 | ||
WILLIAMS-SONOMA INC | COM | 969904101 | 22,158 | 308,694 | SH | SOLE | 294,827 | 0 | 13,867 | ||
WOLVERINE WORLD WIDE | COM | 978097103 | 7,293 | 279,869 | SH | SOLE | 216,556 | 0 | 63,313 | ||
ZOETIS INC | COM | 98978V103 | 58,938 | 1,826,397 | SH | SOLE | 1,413,726 | 0 | 412,671 |