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
QUALCOMM INC COM 747525103 37,248 609,819 SH   SOLE   609,819 0 0
CIGNA CORP COM 125509109 35,317 487,200 SH   SOLE   487,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 33,535 1,830,503 SH   SOLE   1,830,503 0 0
JP MORGAN CHASE & CO COM 46625H100 33,173 628,400 SH   SOLE   628,400 0 0
DISCOVER FINL SVCS COM 254709108 32,854 689,630 SH   SOLE   689,630 0 0
AETNA INC NEW COM 00817Y108 30,184 475,046 SH   SOLE   475,046 0 0
BLACKROCK INC COM 09247X101 29,615 115,300 SH   SOLE   115,300 0 0
MATTEL INC COM 577081102 29,246 645,472 SH   SOLE   645,472 0 0
CELGEN CORP COM 151020104 27,325 233,730 SH   SOLE   233,730 0 0
ROPER INDS INC NEW COM 776696106 27,285 219,654 SH   SOLE   219,654 0 0
CHEVRON CORP NEW COM 166764100 27,115 229,125 SH   SOLE   229,125 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 24,599 135,885 SH   SOLE   135,885 0 0
MCKESSON CORP COM 58155Q103 24,443 213,478 SH   SOLE   213,478 0 0
EATON VANCE CORP COM NON VTG 278265103 23,734 631,402 SH   SOLE   631,402 0 0
TORCHMARK CORP COM 891027104 22,896 351,490 SH   SOLE   351,490 0 0
AMETEK INC NEW COM 031100100 22,823 539,562 SH   SOLE   539,562 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,219 146,900 SH   SOLE   146,900 0 0
SYNOPSYS INC COM 871607107 21,836 610,789 SH   SOLE   610,789 0 0
CVS CAREMARK CORPORATION COM 126650100 20,961 366,580 SH   SOLE   366,580 0 0
AFLAC INC COM 001055102 20,896 359,530 SH   SOLE   359,530 0 0
ALLSTATE CORP COM 020002101 20,307 422,000 SH   SOLE   422,000 0 0
POLARIS INDS INC COM 731068102 19,599 206,308 SH   SOLE   206,308 0 0
UNITED THERAPEUTICS CORP COM 91307C102 19,429 295,182 SH   SOLE   295,182 0 0
CISCO SYS INC COM 17275R102 19,251 791,900 SH   SOLE   791,900 0 0
HALLIBURTON CO COM 406216101 19,095 457,700 SH   SOLE   457,700 0 0
APPLE INC COM 037833100 18,205 45,962 SH   SOLE   45,962 0 0
WESTERN DIGITAL CORP COM 958102105 18,005 289,983 SH   SOLE   289,983 0 0
NETEASE INC SPONSORED ADR 64110W102 16,890 267,379 SH   SOLE   267,379 0 0
TRIUMPH GROUP INC NEW COM 896818101 16,835 212,700 SH   SOLE   212,700 0 0
DOVER CORP COM 260003108 16,352 210,558 SH   SOLE   210,558 0 0
COPA HOLDINGS SA CL A P31076105 15,304 116,719 SH   SOLE   116,719 0 0
WESTERN REFNG INC COM 959319104 14,591 519,800 SH   SOLE   519,800 0 0
AGCO CORP COM 001084102 14,268 284,270 SH   SOLE   284,270 0 0
NETAPP INC COM 64110D104 14,258 377,400 SH   SOLE   377,400 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,032 313,000 SH   SOLE   313,000 0 0
HELMERICH & PAYNE INC COM 423452101 13,383 214,300 SH   SOLE   214,300 0 0
MIDDLEBY CORP COM 596278101 12,654 74,397 SH   SOLE   74,397 0 0
SANDISK CORP COM 80004C101 12,450 203,760 SH   SOLE   203,760 0 0
MASTERCARD INC CL A 57636Q104 12,409 21,600 SH   SOLE   21,600 0 0
WELLS FARGO & CO NEW COM 949746101 12,402 300,500 SH   SOLE   300,500 0 0
LEAR CORP COM NEW 521865204 12,207 201,900 SH   SOLE   201,900 0 0
METLIFE INC COM 59156R108 11,676 255,150 SH   SOLE   255,150 0 0
FLIR SYS INC COM 302445101 11,620 430,852 SH   SOLE   430,852 0 0
ORACLE CORP COM 68389X105 11,302 367,900 SH   SOLE   367,900 0 0
TRIMBLE NAVIGATION LTD COM 896239100 10,930 420,240 SH   SOLE   420,240 0 0
VALUECLICK INC COM 92046N102 10,454 423,583 SH   SOLE   423,583 0 0
PROTECTIVE LIFE CORP COM 743674103 10,224 266,186 SH   SOLE   266,186 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 9,370 153,298 SH   SOLE   153,298 0 0
AON PLC SHS CL A G0408V102 9,041 140,500 SH   SOLE   140,500 0 0
LINDSAY CORP COM 535555106 8,428 112,400 SH   SOLE   112,400 0 0
LILLY ELI & CO COM 532457108 8,420 171,427 SH   SOLE   171,427 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,397 108,560 SH   SOLE   108,560 0 0
ENERSYS COM 29275Y102 8,390 171,095 SH   SOLE   171,095 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 8,316 120,991 SH   SOLE   120,991 0 0
EXXON MOBIL CORP COM 30231G102 8,186 90,600 SH   SOLE   90,600 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 8,149 163,370 SH   SOLE   163,370 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,988 111,000 SH   SOLE   111,000 0 0
WIDSOMTREE INVTS INC COM 97717P104 7,950 687,153 SH   SOLE   687,153 0 0
MICROSOFT CORP COM 594918104 7,945 230,100 SH   SOLE   230,100 0 0
CVR ENERGY INC COM 12662P108 7,883 166,300 SH   SOLE   166,300 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 7,782 217,982 SH   SOLE   217,982 0 0
NEWS CORP CL A 65248E104 7,772 238,400 SH   SOLE   238,400 0 0
3M CO COM 88579Y101 7,567 69,200 SH   SOLE   69,200 0 0
MENTOR GRAPHICS CORP COM 587200106 7,543 385,827 SH   SOLE   385,827 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 7,473 154,633 SH   SOLE   154,633 0 0
NEUSTAR INC CL A 64126X201 7,356 151,100 SH   SOLE   151,100 0 0
IXIA COM 45071R109 7,004 380,676 SH   SOLE   380,676 0 0
TRINITY INDS INC COM 896522109 6,701 174,336 SH   SOLE   174,336 0 0
DELUXE CORP COM 248019101 6,569 189,585 SH   SOLE   189,585 0 0
PFIZER INC COM 717081103 5,910 211,000 SH   SOLE   211,000 0 0
ARRIS GROUP INC NEW COM 04270V106 5,845 407,320 SH   SOLE   407,320 0 0
CNH GLOBAL N V SHS NEW N20935206 5,282 126,800 SH   SOLE   126,800 0 0
SYNTEL INC COM 87162H103 5,049 80,308 SH   SOLE   80,308 0 0
EQUIFAX INC COM 294429105 4,343 73,700 SH   SOLE   73,700 0 0
CTC MEDIA INC COM 12642X106 920 82,700 SH   SOLE   82,700 0 0
TATA MTRS LTD SPONSORED ADR 876568502 625 26,656 SH   SOLE   26,656 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 223 3,350 SH   SOLE   3,350 0 0
USANA HEALTH SCINCES INC COM 90328M107 223 3,082 SH   SOLE   3,082 0 0
WEB COM GROUP INC COM 94733A104 222 8,688 SH   SOLE   8,688 0 0
MWI VETERINARY SUPPLY INC COM 55402X105 204 1,653 SH   SOLE   1,653 0 0