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
APPLE INC COM 037833100 59,471 639,954 SH   SOLE   639,954 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 47,497 2,220,521 SH   SOLE   2,220,521 0 0
QUALCOMM INC COM 747525103 46,470 586,744 SH   SOLE   586,744 0 0
HELMERICH & PAYNE INC COM 423452101 41,564 357,968 SH   SOLE   357,968 0 0
GILEAD SCIENCES INC COM 375558103 36,869 444,690 SH   SOLE   444,690 0 0
DISCOVER FINL SVCS COM 254709108 35,047 565,464 SH   SOLE   565,464 0 0
AETNA INC NEW COM 00817Y108 34,599 426,730 SH   SOLE   426,730 0 0
HALLIBURTON CO COM 406216101 32,957 464,123 SH   SOLE   464,123 0 0
CIGNA CORP COM 125509109 31,411 341,534 SH   SOLE   341,534 0 0
WHITING PETE CORP NEW COM 966387102 31,398 391,251 SH   SOLE   391,251 0 0
WETLAKE CHEM CORP COM 960413102 30,259 361,257 SH   SOLE   361,257 0 0
WELLS FARGO & CO NEW COM 949746101 29,803 567,032 SH   SOLE   567,032 0 0
TRINITY INDS INC COM 896522109 29,750 680,460 SH   SOLE   680,460 0 0
BLACKROCK INC COM 09247X101 28,954 90,596 SH   SOLE   90,596 0 0
CELGEN CORP COM 151020104 28,477 331,586 SH   SOLE   331,586 0 0
LEAR CORP COM NEW 521865204 27,382 306,559 SH   SOLE   306,559 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 27,289 185,628 SH   SOLE   185,628 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 26,259 93,366 SH   SOLE   93,366 0 0
NETEASE INC SPONSORED ADR 64110W102 26,000 331,805 SH   SOLE   331,805 0 0
CVS CAREMARK CORPORATION COM 126650100 25,330 336,073 SH   SOLE   336,073 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 24,924 255,236 SH   SOLE   255,236 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 24,834 148,315 SH   SOLE   148,315 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 24,346 356,974 SH   SOLE   356,974 0 0
SANDISK CORP COM 80004C101 24,345 233,121 SH   SOLE   233,121 0 0
POLARIS INDS INC COM 731068102 23,497 180,414 SH   SOLE   180,414 0 0
BROADCOM CORP CL A 111320107 23,438 631,400 SH   SOLE   631,400 0 0
MCKESSON CORP COM 58155Q103 23,222 124,708 SH   SOLE   124,708 0 0
RAYTHEON CO COM NEW 755111507 23,054 249,906 SH   SOLE   249,906 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 22,290 309,285 SH   SOLE   309,285 0 0
DOVER CORP COM 260003108 22,261 244,762 SH   SOLE   244,762 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 21,528 2,340,021 SH   SOLE   2,340,021 0 0
WESTERN DIGITAL CORP COM 958102105 19,443 210,650 SH   SOLE   210,650 0 0
JOHNSON & JOHNSON COM 478160104 18,309 175,000 SH   SOLE   175,000 0 0
TORCHMARK CORP COM 891027104 18,225 222,477 SH   SOLE   222,477 0 0
AON PLC SHS CL A G0408V102 17,827 197,885 SH   SOLE   197,885 0 0
UNITED THERAPEUTICS CORP COM 91307C102 17,533 198,132 SH   SOLE   198,132 0 0
ORACLE CORP COM 68389X105 16,703 412,126 SH   SOLE   412,126 0 0
B/E AEROSPACE INC COM 073302101 16,420 177,536 SH   SOLE   177,536 0 0
SNAP ON INC COM 833034101 16,009 135,075 SH   SOLE   135,075 0 0
LINCOLN NATL CORP IND COM 534187109 15,987 310,792 SH   SOLE   310,792 0 0
EVEREST RE GROUP LTD COM G3223R108 15,397 95,936 SH   SOLE   95,936 0 0
3M CO COM 88579Y101 14,346 100,152 SH   SOLE   100,152 0 0
AMETEK INC NEW COM 031100100 14,132 270,322 SH   SOLE   270,322 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 13,968 297,446 SH   SOLE   297,446 0 0
SYNAPTICS INC COM 87157D109 13,944 153,844 SH   SOLE   153,844 0 0
ICONIX BRAND GROUP INC COM 451055107 13,533 315,162 SH   SOLE   315,162 0 0
COPA HOLDINGS SA CL A P31076105 13,438 94,255 SH   SOLE   94,255 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,219 136,041 SH   SOLE   136,041 0 0
ASSURANT INC COM 04621X108 13,060 199,241 SH   SOLE   199,241 0 0
VALERO ENERGY CORP NEW COM 91913Y100 12,648 252,464 SH   SOLE   252,464 0 0
TATA MTRS LTD SPONSORED ADR 876568502 12,575 321,930 SH   SOLE   321,930 0 0
NVIDIA CORP COM 67066G104 12,383 667,899 SH   SOLE   667,899 0 0
F5 NETWORKS INC COM 315616102 12,222 109,669 SH   SOLE   109,669 0 0
CHEVRON CORP NEW COM 166764100 11,880 91,000 SH   SOLE   91,000 0 0
SYNOPSYS INC COM 871607107 11,781 303,489 SH   SOLE   303,489 0 0
VERINT SYS INC COM 92343X100 11,253 229,420 SH   SOLE   229,420 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 11,119 454,023 SH   SOLE   454,023 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 10,637 102,000 SH   SOLE   102,000 0 0
DISNEY WALT CO COM DISNEY 254687106 10,632 124,000 SH   SOLE   124,000 0 0
ARRIS GROUP INC NEW COM 04270V106 10,586 325,430 SH   SOLE   325,430 0 0
HCA HOLDINGS INC COM 40412C101 10,378 184,079 SH   SOLE   184,079 0 0
CUMMINS INC COM 231021106 10,337 67,000 SH   SOLE   67,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 9,895 121,171 SH   SOLE   121,171 0 0
VISA INC COM CL A 92826C839 9,856 46,775 SH   SOLE   46,775 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 9,766 62,500 SH   SOLE   62,500 0 0
ENERSYS COM 29275Y102 9,593 139,453 SH   SOLE   139,453 0 0
MICROSOFT CORP COM 594918104 9,316 223,394 SH   SOLE   223,394 0 0
AARONS INC COM PAR $0.50 002535300 9,312 261,286 SH   SOLE   261,286 0 0
DELUXE CORP COM 248019101 9,076 154,937 SH   SOLE   154,937 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 8,191 195,921 SH   SOLE   195,921 0 0
SALIX PHARMACEUTICALS INC COM 795435106 8,109 65,736 SH   SOLE   65,736 0 0
PLEXUS CORP COM 729132100 7,717 178,266 SH   SOLE   178,266 0 0
SYMETRA FINL CORP COM 87151Q106 7,595 334,000 SH   SOLE   334,000 0 0
WADDELL & REED FINL INC CL A 930059100 7,255 115,920 SH   SOLE   115,920 0 0
MENTOR GRAPHICS CORP COM 587200106 6,790 314,768 SH   SOLE   314,768 0 0
EXXON MOBIL CORP COM 30231G102 6,746 67,000 SH   SOLE   67,000 0 0
MAXIMUS INC COM 577933104 6,299 146,414 SH   SOLE   146,414 0 0
ASTRONICS CORP COM 046433108 6,279 111,236 SH   SOLE   111,236 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,144 76,000 SH   SOLE   76,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 6,076 184,893 SH   SOLE   184,893 0 0
GOOGLE INC CL A 38259P508 5,465 9,347 SH   SOLE   9,347 0 0
GOOGLE INC CL C 38259P706 5,377 9,347 SH   SOLE   9,347 0 0
SCHEIN HENRY INC COM 806407102 5,281 44,500 SH   SOLE   44,500 0 0
FINISAR CORP COM NEW 31787A507 5,210 263,800 SH   SOLE   263,800 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,634 136,772 SH   SOLE   136,772 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 3,557 38,644 SH   SOLE   38,644 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,018 45,600 SH   SOLE   45,600 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 2,050 103,840 SH   SOLE   103,840 0 0
ISHARES MSCI TAIWAN ETF 464286731 539 34,092 SH   SOLE   34,092 0 0
GREENBRIER COS INC COM 393657101 390 6,763 SH   SOLE   6,763 0 0
MEASUREMENT SPECIALTIES INC COM 583421102 305 3,543 SH   SOLE   3,543 0 0
GENTHERM INC COM 37253A103 286 6,429 SH   SOLE   6,429 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 269 41,459 SH   SOLE   41,459 0 0
WEB COM GROUP INC COM 94733A104 251 8,688 SH   SOLE   8,688 0 0
USANA HEALTH SCINCES INC COM 90328M107 241 3,082 SH   SOLE   3,082 0 0
UNIVERSAL ELECTRS INC COM 913483103 235 4,815 SH   SOLE   4,815 0 0
ON ASSIGNMENT INC COM 682159108 219 6,165 SH   SOLE   6,165 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 218 1,625 SH   SOLE   1,625 0 0
ANIXTER INTL INC COM 035290105 217 2,167 SH   SOLE   2,167 0 0
HURON CONSULTING GROUP INC COM 447462102 212 2,999 SH   SOLE   2,999 0 0
MEDNAX INC COM 58502B106 207 3,564 SH   SOLE   3,564 0 0
UBIQUITI NETWORKS INC COM 90347A100 207 4,571 SH   SOLE   4,571 0 0
PIPER JAFFRAY COS COM 724078100 201 3,876 SH   SOLE   3,876 0 0