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
3M Company COM 88579Y101 5,426 38,685 SH   SOLE   38,685 0 0
AMERICA ONLINE COM 00184X105 36,383 780,421 SH   SOLE   780,421 0 0
ASML Hldg NV NY Reg Shs COM N07059210 216 2,300 SH   SOLE   2,300 0 0
AZZ Inc COM 002474104 2,285 46,767 SH   SOLE   46,767 0 0
Abiomed Inc COM 003654100 2,919 109,147 SH   SOLE   109,147 0 0
Affiliated Managers Group, Inc COM 008252108 38,681 178,353 SH   SOLE   178,353 0 0
Air Methods Corp COM 009128307 3,042 52,146 SH   SOLE   52,146 0 0
Akorn Inc COM 009728106 23,427 951,152 SH   SOLE   951,152 0 0
Albemarle Corporation COM 012653101 20,730 327,026 SH   SOLE   327,026 0 0
Allergan, Inc. COM 018490102 524 4,718 SH   SOLE   4,718 0 0
Alliance Data Systems Corporat COM 018581108 58,719 223,326 SH   SOLE   223,326 0 0
AmTrust Financial Services COM 032359309 1,984 60,706 SH   SOLE   60,706 0 0
Amazon.com, Inc. COM 023135106 382 957 SH   SOLE   957 0 0
American Intl Group, Inc. COM 026874784 362 7,100 SH   SOLE   7,100 0 0
Amgen Inc. COM 031162100 400 3,500 SH   SOLE   3,500 0 0
Analog Devices, Inc. COM 032654105 255 5,000 SH   SOLE   5,000 0 0
Ann Taylor Stores Corp COM 035623107 1,686 46,123 SH   SOLE   46,123 0 0
Annheuser Busch COM 03524A108 266 2,500 SH   SOLE   2,500 0 0
Apple Inc. COM 037833100 11,526 20,541 SH   SOLE   20,541 0 0
Arctic Cat COM 039670104 2,580 45,277 SH   SOLE   45,277 0 0
Astronics Corporation COM 046433108 2,705 53,044 SH   SOLE   53,044 0 0
AutoNation, Inc. COM 05329W102 27,001 543,394 SH   SOLE   543,394 0 0
Autoliv Inc. COM 052800109 42,085 458,443 SH   SOLE   458,443 0 0
Automatic Data Processing, Inc COM 053015103 411 5,080 SH   SOLE   5,080 0 0
B/E Aerospace Inc. COM 073302101 30,777 353,638 SH   SOLE   353,638 0 0
BOK Financial Corp COM 05561Q201 2,273 34,273 SH   SOLE   34,273 0 0
Baidu, Inc. ADS COM 056752108 452 2,540 SH   SOLE   2,540 0 0
Bank of America Corp COM 060505104 433 27,800 SH   SOLE   27,800 0 0
Bank of New York Mellon Corp. COM 064058100 7,660 219,228 SH   SOLE   219,228 0 0
Barclays PLC ADR COM 06738E204 297 16,400 SH   SOLE   16,400 0 0
BorgWarner Inc. COM 099724106 4,640 82,991 SH   SOLE   82,991 0 0
British American Tobacco COM 110448107 424 3,950 SH   SOLE   3,950 0 0
Brookfield Asset Mngmt COM 112585104 272 7,015 SH   SOLE   7,015 0 0
CBOE Holdings, Inc. COM 12503M108 3,814 73,411 SH   SOLE   73,411 0 0
CBRE Group, Inc. Class A COM 12504L109 38,167 1,451,210 SH   SOLE   1,451,210 0 0
CBS Corporation Class B COM 124857202 4,637 72,750 SH   SOLE   72,750 0 0
CGI Group Inc. COM 39945C109 619 18,500 SH   SOLE   18,500 0 0
CME Group Inc. COM 12572Q105 3,750 47,789 SH   SOLE   47,789 0 0
CNOOC Ltd ADR COM 126132109 2,462 13,117 SH   SOLE   13,117 0 0
Cabela's Incorporated COM 126804301 2,978 44,673 SH   SOLE   44,673 0 0
Caesars Enertainment Corp COM 127686103 2,426 112,621 SH   SOLE   112,621 0 0
Campbell Soup Company COM 134429109 359 8,301 SH   SOLE   8,301 0 0
Canadian National Railway COM 136375102 627 11,000 SH   SOLE   11,000 0 0
Carrizo Oil & Gas Inc. COM 144577103 31,151 695,802 SH   SOLE   695,802 0 0
Casey's General Stores, Inc. COM 147528103 2,159 30,727 SH   SOLE   30,727 0 0
Caterpillar Inc. COM 149123101 329 3,627 SH   SOLE   3,627 0 0
Celgene Corporation COM 151020104 4,880 28,883 SH   SOLE   28,883 0 0
Centene COM 15135B101 2,462 41,767 SH   SOLE   41,767 0 0
Charles River Laboratories Int COM 159864107 4,851 91,461 SH   SOLE   91,461 0 0
Chart Industries Inc COM 16115Q308 1,630 17,042 SH   SOLE   17,042 0 0
Chevron Corp COM 166764100 874 6,997 SH   SOLE   6,997 0 0
Chicago Bridge & Iron Co. NV COM 167250109 494 5,940 SH   SOLE   5,940 0 0
Ciena Corporation COM 171779309 17,205 718,963 SH   SOLE   718,963 0 0
Cisco Systems Inc. COM 17275R102 8,154 363,211 SH   SOLE   363,211 0 0
Citigroup COM 172967424 3,614 69,359 SH   SOLE   69,359 0 0
City National Corp COM 178566105 3,628 45,802 SH   SOLE   45,802 0 0
Coca-Cola Enterprises, Inc. COM 19122T109 4,391 99,506 SH   SOLE   99,506 0 0
Colgate-Palmolive Company COM 194162103 535 8,200 SH   SOLE   8,200 0 0
Comcast Cl A Special COM 20030N200 4,332 86,843 SH   SOLE   86,843 0 0
Comcast Corporation Class A COM 20030N101 350 6,742 SH   SOLE   6,742 0 0
Costco Wholesale Corporation COM 22160K105 676 5,679 SH   SOLE   5,679 0 0
Covidien Ltd. COM G2554F113 6,040 88,693 SH   SOLE   88,693 0 0
Cracker Barrel Old Cntry Store COM 22410J106 5,744 52,188 SH   SOLE   52,188 0 0
Cullen/Frost Bankers COM 229899109 26,854 360,792 SH   SOLE   360,792 0 0
Cummins Inc. COM 231021106 4,081 28,948 SH   SOLE   28,948 0 0
DIRECTV COM 25490A309 303 4,390 SH   SOLE   4,390 0 0
DXP Enterprises Inc. COM 233377407 2,952 25,626 SH   SOLE   25,626 0 0
Dana Holding Corp COM 235825205 23,030 1,173,816 SH   SOLE   1,173,816 0 0
Danaher Corporation COM 235851102 3,810 49,357 SH   SOLE   49,357 0 0
Deere & Company COM 244199105 626 6,849 SH   SOLE   6,849 0 0
Delphi Automotive PLC COM G27823106 2,930 48,735 SH   SOLE   48,735 0 0
DexCom, Inc. COM 252131107 2,792 78,847 SH   SOLE   78,847 0 0
Dillard's, Inc. Class A COM 254067101 24,659 253,670 SH   SOLE   253,670 0 0
Dolby Laboratories, Inc. Class COM 25659T107 22,352 579,667 SH   SOLE   579,667 0 0
E-House (China) Holdings Ltd COM 26852W103 1,056 70,057 SH   SOLE   70,057 0 0
EOG Resources, Inc. COM 26875P101 5,614 33,446 SH   SOLE   33,446 0 0
EPL Oil & Gas COM 26883D108 1,662 58,318 SH   SOLE   58,318 0 0
Eli Lilly and Company COM 532457108 3,970 77,848 SH   SOLE   77,848 0 0
EnerSys Inc COM 29275Y102 24,671 351,995 SH   SOLE   351,995 0 0
Entegris Inc COM 29362U104 22,833 1,968,403 SH   SOLE   1,968,403 0 0
Euronet Worldwide Inc COM 298736109 3,986 83,308 SH   SOLE   83,308 0 0
Evercore Partners Inc COM 29977A105 29,596 495,087 SH   SOLE   495,087 0 0
Expedia, Inc. COM 30212P303 51,799 743,596 SH   SOLE   743,596 0 0
Express Scripts Holding Compan COM 30219G108 5,070 72,178 SH   SOLE   72,178 0 0
Exxon Mobil Corporation COM 30231G102 602 5,950 SH   SOLE   5,950 0 0
F5 Networks, Inc. COM 315616102 23,129 254,553 SH   SOLE   254,553 0 0
FEI Company COM 30241L109 31,566 353,240 SH   SOLE   353,240 0 0
Facebook, Inc. Class A COM 30303M102 3,027 55,380 SH   SOLE   55,380 0 0
Finisar Corporation COM 31787A507 19,118 799,245 SH   SOLE   799,245 0 0
First Republic Bank San Franci COM 33616C100 36,348 694,323 SH   SOLE   694,323 0 0
FleetCor Technologies, Inc. COM 339041105 44,688 381,391 SH   SOLE   381,391 0 0
Fomento Economico Mexicano COM 344419106 286 2,920 SH   SOLE   2,920 0 0
GNC Holdings, Inc. Class A COM 36191G107 36,905 631,387 SH   SOLE   631,387 0 0
Gartner, Inc. COM 366651107 40,264 566,695 SH   SOLE   566,695 0 0
General Mills, Inc. COM 370334104 3,568 71,482 SH   SOLE   71,482 0 0
Genomic Health COM 37244C101 364 12,451 SH   SOLE   12,451 0 0
Gentex Corporation COM 371901109 23,027 698,013 SH   SOLE   698,013 0 0
Gentium Spa ADR COM 37250B104 278 4,870 SH   SOLE   4,870 0 0
Gilead Sciences, Inc. COM 375558103 6,286 83,651 SH   SOLE   83,651 0 0
Goldman Sachs Group Inc COM 38141G104 5,681 32,047 SH   SOLE   32,047 0 0
Google Inc. Class A COM 38259P508 15,292 13,645 SH   SOLE   13,645 0 0
HFF Inc COM 40418F108 4,818 179,423 SH   SOLE   179,423 0 0
Halliburton Company COM 406216101 3,843 75,715 SH   SOLE   75,715 0 0
Hanger Orthopedic Group COM 41043F208 12,298 312,604 SH   SOLE   312,604 0 0
Heartland Payment Systems COM 42235N108 37,597 754,356 SH   SOLE   754,356 0 0
Helmerich & Payne Inc COM 423452101 29,406 349,739 SH   SOLE   349,739 0 0
Hexcel Corporation COM 428291108 3,114 69,681 SH   SOLE   69,681 0 0
Himax Technologies COM 43289P106 169 11,500 SH   SOLE   11,500 0 0
Hormel Foods Corporation COM 440452100 532 11,777 SH   SOLE   11,777 0 0
IAC/InterActiveCorp. COM 44919P508 56,292 819,504 SH   SOLE   819,504 0 0
ISIS Pharmaceuticals Inc. COM 464330109 30,195 757,910 SH   SOLE   757,910 0 0
Icon PLC COM G4705A100 3,886 96,176 SH   SOLE   96,176 0 0
Iconix Brand Group, Inc. COM 451055107 3,484 87,758 SH   SOLE   87,758 0 0
Illumina, Inc. COM 452327109 229 2,070 SH   SOLE   2,070 0 0
Incyte Corporation COM 45337C102 11,200 221,212 SH   SOLE   221,212 0 0
Informatica Corporation COM 45666Q102 21,393 515,500 SH   SOLE   515,500 0 0
Interactive Brokers Group COM 45841N107 13,695 562,673 SH   SOLE   562,673 0 0
IntercontinentalExchange, Inc. COM 45865V100 645 2,868 SH   SOLE   2,868 0 0
International Business Machine COM 459200101 5,235 27,912 SH   SOLE   27,912 0 0
International Game Technology COM 459902102 26,685 1,469,430 SH   SOLE   1,469,430 0 0
Interxion COM N47279109 14,087 596,648 SH   SOLE   596,648 0 0
Ixia COM 45071R109 331 24,849 SH   SOLE   24,849 0 0
JPMorgan Chase & Co COM 46625H100 8,131 139,046 SH   SOLE   139,046 0 0
Janus Capital Group, Inc. COM 47102X105 21,361 1,726,843 SH   SOLE   1,726,843 0 0
Jazz Pharmaceuticals Plc COM G50871105 32,570 257,345 SH   SOLE   257,345 0 0
KapStone Paper and Packaging C COM 48562P103 33,807 605,212 SH   SOLE   605,212 0 0
Kirby Corporation COM 497266106 4,653 46,886 SH   SOLE   46,886 0 0
Kodiak Oil & Gas Corp COM 50015Q100 2,132 190,228 SH   SOLE   190,228 0 0
Lindsay Corporation COM 535555106 2,516 30,400 SH   SOLE   30,400 0 0
Linear Technology Corporation COM 535678106 3,311 72,691 SH   SOLE   72,691 0 0
Lithia Motors Inc COM 536797103 8,051 115,975 SH   SOLE   115,975 0 0
Lowe's Companies, Inc. COM 548661107 634 12,800 SH   SOLE   12,800 0 0
LyondellBasell Industries NV COM N53745100 413 5,150 SH   SOLE   5,150 0 0
Manhattan Associates COM 562750109 10,995 93,590 SH   SOLE   93,590 0 0
Marketaxess Holdings Inc COM 57060D108 11,732 175,452 SH   SOLE   175,452 0 0
Matrix Service Co. COM 576853105 2,237 91,414 SH   SOLE   91,414 0 0
Mattel, Inc. COM 577081102 297 6,250 SH   SOLE   6,250 0 0
Maximus Inc. COM 577933104 3,007 68,354 SH   SOLE   68,354 0 0
McCormick & Company, Incorpora COM 579780206 510 7,395 SH   SOLE   7,395 0 0
McDonald's Corporation COM 580135101 201 2,068 SH   SOLE   2,068 0 0
McKesson Corporation COM 58155Q103 842 5,218 SH   SOLE   5,218 0 0
MedAssets Inc COM 584045108 1,748 88,125 SH   SOLE   88,125 0 0
Medivation, Inc. COM 58501N101 15,530 243,333 SH   SOLE   243,333 0 0
Medtronic Inc. COM 585055106 4,106 71,540 SH   SOLE   71,540 0 0
Mentor Graphics Corp COM 587200106 3,901 162,076 SH   SOLE   162,076 0 0
MercadoLibre, Inc. COM 58733R102 39,866 369,852 SH   SOLE   369,852 0 0
Microsoft Corporation COM 594918104 9,350 249,806 SH   SOLE   249,806 0 0
Middleby Corporation COM 596278101 2,625 10,940 SH   SOLE   10,940 0 0
Momenta Pharmaceuticals COM 60877T100 10,664 603,156 SH   SOLE   603,156 0 0
Moody's Corporation COM 615369105 201 2,561 SH   SOLE   2,561 0 0
NXP Semiconductor COM N6596X109 35,701 777,296 SH   SOLE   777,296 0 0
Net 1 Ueps Tech Inc COM 64107N206 147 16,890 SH   SOLE   16,890 0 0
NetApp, Inc. COM 64110D104 3,373 81,989 SH   SOLE   81,989 0 0
NeuStar, Inc. Class A COM 64126X201 21,534 431,895 SH   SOLE   431,895 0 0
Nordson Corporation COM 655663102 28,861 388,442 SH   SOLE   388,442 0 0
Nordstrom, Inc. COM 655664100 455 7,358 SH   SOLE   7,358 0 0
Novartis AG COM 66987V109 291 3,625 SH   SOLE   3,625 0 0
Novo-Nordisk A/S COM 670100205 312 1,690 SH   SOLE   1,690 0 0
Old Dominion Freight Line, Inc COM 679580100 21,811 411,377 SH   SOLE   411,377 0 0
On Assignment Inc. COM 682159108 2,361 67,600 SH   SOLE   67,600 0 0
Open Text Corp. COM 683715106 3,248 35,324 SH   SOLE   35,324 0 0
Overstock.com Inc COM 690370101 2,443 79,359 SH   SOLE   79,359 0 0
PPG Industries, Inc. COM 693506107 6,328 33,367 SH   SOLE   33,367 0 0
Parexel International COM 699462107 18,125 401,166 SH   SOLE   401,166 0 0
PerkinElmer Inc. COM 714046109 3,171 76,919 SH   SOLE   76,919 0 0
PetSmart, Inc. COM 716768106 43,747 601,339 SH   SOLE   601,339 0 0
Pfizer Inc. COM 717081103 3,926 128,170 SH   SOLE   128,170 0 0
Pharmacyclics, Inc. COM 716933106 2,170 20,519 SH   SOLE   20,519 0 0
Philip Morris International In COM 718172109 352 4,035 SH   SOLE   4,035 0 0
Philips Electronic COM 500472303 743 20,100 SH   SOLE   20,100 0 0
Pinnacle Entertainment COM 723456109 2,380 91,588 SH   SOLE   91,588 0 0
Polaris Industries Inc. COM 731068102 46,968 322,494 SH   SOLE   322,494 0 0
Portfolio Recovery Associates COM 73640Q105 1,916 36,262 SH   SOLE   36,262 0 0
Power Integrations, Inc. COM 739276103 2,248 40,272 SH   SOLE   40,272 0 0
PowerShares Financial Preferre COM 73935X229 229 13,525 SH   SOLE   13,525 0 0
Precision Castparts Corp. COM 740189105 2,426 9,009 SH   SOLE   9,009 0 0
Primoris Services Corporation COM 74164F103 2,070 66,488 SH   SOLE   66,488 0 0
Prudential PLC COM 74435K204 1,206 26,800 SH   SOLE   26,800 0 0
QUALCOMM Incorporated COM 747525103 4,020 54,147 SH   SOLE   54,147 0 0
Regeneron Pharmaceuticals, Inc COM 75886F107 2,602 9,452 SH   SOLE   9,452 0 0
Regions Financial Corp COM 7591EP100 132 13,299 SH   SOLE   13,299 0 0
Revlon Inc. COM 761525609 2,037 81,617 SH   SOLE   81,617 0 0
Robert Half International Inc. COM 770323103 48,284 1,149,897 SH   SOLE   1,149,897 0 0
Rockwell Automation, Inc. COM 773903109 4,154 35,154 SH   SOLE   35,154 0 0
Rovi Corporation COM 779376102 14,806 751,959 SH   SOLE   751,959 0 0
SAP AG COM 803054204 410 4,700 SH   SOLE   4,700 0 0
Salix Pharmaceuticals, Ltd. COM 795435106 28,068 312,076 SH   SOLE   312,076 0 0
Sally Beauty Holdings, Inc. COM 79546E104 11,727 387,915 SH   SOLE   387,915 0 0
Santarus Inc COM 802817304 3,308 103,491 SH   SOLE   103,491 0 0
Semtech Corporation COM 816850101 2,281 90,229 SH   SOLE   90,229 0 0
Signet Jewelers Limited COM G81276100 51,950 660,108 SH   SOLE   660,108 0 0
Silgan Holdings Inc. COM 827048109 30,756 640,491 SH   SOLE   640,491 0 0
Simon Property Group, Inc. COM 828806109 256 1,681 SH   SOLE   1,681 0 0
Soufun Holdings COM 836034108 433 5,250 SH   SOLE   5,250 0 0
State Street Corp COM 857477103 4,925 67,101 SH   SOLE   67,101 0 0
Stryker Corporation COM 863667101 408 5,429 SH   SOLE   5,429 0 0
Suncor Energy COM 867224107 284 8,100 SH   SOLE   8,100 0 0
Sunlife Financial COM 866796105 417 11,800 SH   SOLE   11,800 0 0
Syngenta AG ADR COM 87160A100 376 4,700 SH   SOLE   4,700 0 0
Syntel Inc. COM 87162H103 3,677 40,431 SH   SOLE   40,431 0 0
TIBCO Software Inc. COM 88632Q103 27,119 1,206,382 SH   SOLE   1,206,382 0 0
Teva Pharmaceutical COM 881624209 445 11,100 SH   SOLE   11,100 0 0
The Boeing Company COM 097023105 480 3,520 SH   SOLE   3,520 0 0
The Chubb Corporation COM 171232101 262 2,707 SH   SOLE   2,707 0 0
The Goodyear Tire & Rubber Com COM 382550101 3,201 134,204 SH   SOLE   134,204 0 0
The Home Depot, Inc. COM 437076102 431 5,236 SH   SOLE   5,236 0 0
The Sherwin-Williams Company COM 824348106 630 3,431 SH   SOLE   3,431 0 0
The TJX Companies, Inc. COM 872540109 897 14,080 SH   SOLE   14,080 0 0
The Valspar Corporation COM 920355104 469 6,585 SH   SOLE   6,585 0 0
The Walt Disney Company COM 254687106 649 8,500 SH   SOLE   8,500 0 0
Thor Industries, Inc. COM 885160101 3,092 55,978 SH   SOLE   55,978 0 0
Total System Services, Inc. COM 891906109 49,141 1,476,591 SH   SOLE   1,476,591 0 0
Towers Watson Co COM 891894107 42,907 336,235 SH   SOLE   336,235 0 0
Toyota Motor Corporation COM 892331307 581 4,765 SH   SOLE   4,765 0 0
Tripadvisor, Inc. COM 896945201 3,049 36,811 SH   SOLE   36,811 0 0
Ultratech, Inc. COM 904034105 1,424 49,096 SH   SOLE   49,096 0 0
Union Pacific Corporation COM 907818108 7,155 42,589 SH   SOLE   42,589 0 0
United Natural Foods Inc. COM 911163103 2,522 33,448 SH   SOLE   33,448 0 0
United Parcel Service, Inc. Cl COM 911312106 862 8,206 SH   SOLE   8,206 0 0
United Rentals, Inc. COM 911363109 55,588 713,127 SH   SOLE   713,127 0 0
United Therapeutics Corporatio COM 91307C102 15,932 140,895 SH   SOLE   140,895 0 0
Universal Health Services, Inc COM 913903100 46,648 574,057 SH   SOLE   574,057 0 0
V.F. Corporation COM 918204108 399 6,400 SH   SOLE   6,400 0 0
Valeant Pharmaceuticals Intern COM 91911K102 458 3,900 SH   SOLE   3,900 0 0
Valmont Industries, Inc. COM 920253101 30,825 206,712 SH   SOLE   206,712 0 0
ViaSat, Inc. COM 92552V100 3,056 48,775 SH   SOLE   48,775 0 0
Viacom Inc. Class B COM 92553P201 3,812 43,647 SH   SOLE   43,647 0 0
Vipshop Holdings Ltd ADR COM 92763W103 243 2,900 SH   SOLE   2,900 0 0
Virtus Investment Prtnrs, Inc. COM 92828Q109 2,837 14,182 SH   SOLE   14,182 0 0
Virtusa ORD COM 92827P102 2,947 77,359 SH   SOLE   77,359 0 0
Visa Inc. Class A COM 92826C839 9,767 43,863 SH   SOLE   43,863 0 0
Visteon Corporation COM 92839U206 37,449 457,308 SH   SOLE   457,308 0 0
W&T Offshore Inc. COM 92922P106 1,310 81,885 SH   SOLE   81,885 0 0
W.W. Grainger, Inc. COM 384802104 479 1,876 SH   SOLE   1,876 0 0
WPP plc ADS COM 92937A102 589 5,124 SH   SOLE   5,124 0 0
Wal-Mart Stores, Inc. COM 931142103 439 5,577 SH   SOLE   5,577 0 0
Walgreen Co. COM 931422109 468 8,153 SH   SOLE   8,153 0 0
Wells Fargo & Co COM 949746101 7,970 175,546 SH   SOLE   175,546 0 0
Western Refining Inc COM 959319104 3,268 77,067 SH   SOLE   77,067 0 0
Westinghouse Air Brake Technol COM 929740108 44,834 603,669 SH   SOLE   603,669 0 0
Whiting Petroleum Corporation COM 966387102 31,771 513,509 SH   SOLE   513,509 0 0
Williams-Sonoma, Inc. COM 969904101 32,928 564,993 SH   SOLE   564,993 0 0
WisdomTree Investments Inc COM 97717P104 24,858 1,403,598 SH   SOLE   1,403,598 0 0
WuXi PharmaTech COM 929352102 31,209 813,169 SH   SOLE   813,169 0 0
Wyndham Worldwide Corporation COM 98310W108 32,319 438,574 SH   SOLE   438,574 0 0
Wynn Resorts, Limited COM 983134107 4,604 23,704 SH   SOLE   23,704 0 0
XL Capital Limited COM G98290102 32,514 1,021,180 SH   SOLE   1,021,180 0 0
Xilinx, Inc. COM 983919101 4,385 95,500 SH   SOLE   95,500 0 0
Ambev COM 02319V103 284 38,652 SH   SOLE   38,652 0 0
Caesars Acquisition Company COM 12768T103 1,341 111,165 SH   SOLE   111,165 0 0
Keryx Biopharmaceutical COM 492515101 10,521 812,401 SH   SOLE   812,401 0 0
PTC Inc. COM 69370C100 2,036 57,529 SH   SOLE   57,529 0 0
eBay Inc. COM 278642103 3,010 54,839 SH   SOLE   54,839 0 0
priceline.com Incorporated COM 741503403 6,598 5,676 SH   SOLE   5,676 0 0