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 63,347 628,754 SH   SOLE   628,754 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 45,161 2,237,921 SH   SOLE   2,237,921 0 0
GILEAD SCIENCES INC COM 375558103 42,739 401,490 SH   SOLE   401,490 0 0
BROADCOM CORP CL A 111320107 35,946 889,300 SH   SOLE   889,300 0 0
DISCOVER FINL SVCS COM 254709108 35,741 555,064 SH   SOLE   555,064 0 0
HELMERICH & PAYNE INC COM 423452101 34,300 350,468 SH   SOLE   350,468 0 0
AETNA INC NEW COM 00817Y108 33,131 409,030 SH   SOLE   409,030 0 0
CELGEN CORP COM 151020104 32,669 344,686 SH   SOLE   344,686 0 0
LEAR CORP COM NEW 521865204 30,828 356,759 SH   SOLE   356,759 0 0
WHITING PETE CORP NEW COM 966387102 30,815 397,351 SH   SOLE   397,351 0 0
WETLAKE CHEM CORP COM 960413102 30,701 354,557 SH   SOLE   354,557 0 0
BLACKROCK INC COM 09247X101 30,598 93,196 SH   SOLE   93,196 0 0
CIGNA CORP COM 125509109 30,284 333,934 SH   SOLE   333,934 0 0
NETEASE INC SPONSORED ADR 64110W102 29,866 348,655 SH   SOLE   348,655 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 29,451 183,428 SH   SOLE   183,428 0 0
WELLS FARGO & CO NEW COM 949746101 28,940 557,932 SH   SOLE   557,932 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 28,527 262,536 SH   SOLE   262,536 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 27,887 151,915 SH   SOLE   151,915 0 0
HALLIBURTON CO COM 406216101 26,799 415,423 SH   SOLE   415,423 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 26,481 304,385 SH   SOLE   304,385 0 0
POLARIS INDS INC COM 731068102 26,455 176,614 SH   SOLE   176,614 0 0
CVS CAREMARK CORPORATION COM 126650100 26,446 332,273 SH   SOLE   332,273 0 0
LINCOLN NATL CORP IND COM 534187109 25,338 472,892 SH   SOLE   472,892 0 0
QUALCOMM INC COM 747525103 24,707 330,444 SH   SOLE   330,444 0 0
BIOGEN IDEC INC COM 09062X103 24,215 73,200 SH   SOLE   73,200 0 0
MCKESSON CORP COM 58155Q103 23,907 122,808 SH   SOLE   122,808 0 0
TRINITY INDS INC COM 896522109 22,989 492,060 SH   SOLE   492,060 0 0
JONES LANG LASALLE INC COM 48020Q107 22,135 175,200 SH   SOLE   175,200 0 0
F5 NETWORKS INC COM 315616102 21,405 180,269 SH   SOLE   180,269 0 0
SANDISK CORP COM 80004C101 20,905 213,421 SH   SOLE   213,421 0 0
RAYTHEON CO COM NEW 755111507 20,782 204,506 SH   SOLE   204,506 0 0
JOHNSON & JOHNSON COM 478160104 20,252 190,000 SH   SOLE   190,000 0 0
WESTERN DIGITAL CORP COM 958102105 19,994 205,450 SH   SOLE   205,450 0 0
B/E AEROSPACE INC COM 073302101 19,494 232,236 SH   SOLE   232,236 0 0
DOVER CORP COM 260003108 19,373 241,162 SH   SOLE   241,162 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 18,233 73,441 SH   SOLE   73,441 0 0
INVESCO LTD SHS G491BT108 18,228 461,700 SH   SOLE   461,700 0 0
UNITED THERAPEUTICS CORP COM 91307C102 17,495 135,989 SH   SOLE   135,989 0 0
AON PLC SHS CL A G0408V102 17,349 197,885 SH   SOLE   197,885 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 17,285 1,590,123 SH   SOLE   1,590,123 0 0
TORCHMARK CORP COM 891027104 17,267 329,715 SH   SOLE   329,715 0 0
MEDIVATION INC COM 58501N101 16,882 170,746 SH   SOLE   170,746 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 16,704 287,746 SH   SOLE   287,746 0 0
DISNEY WALT CO COM DISNEY 254687106 16,471 185,000 SH   SOLE   185,000 0 0
SNAP ON INC COM 833034101 15,992 132,075 SH   SOLE   132,075 0 0
EVEREST RE GROUP LTD COM G3223R108 15,170 93,636 SH   SOLE   93,636 0 0
3M CO COM 88579Y101 14,190 100,152 SH   SOLE   100,152 0 0
TATA MTRS LTD SPONSORED ADR 876568502 14,093 322,430 SH   SOLE   322,430 0 0
ORACLE CORP COM 68389X105 14,054 367,126 SH   SOLE   367,126 0 0
AMETEK INC NEW COM 031100100 13,267 264,222 SH   SOLE   264,222 0 0
VERINT SYS INC COM 92343X100 13,253 238,320 SH   SOLE   238,320 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 13,231 138,000 SH   SOLE   138,000 0 0
HCA HOLDINGS INC COM 40412C101 12,981 184,079 SH   SOLE   184,079 0 0
ASSURANT INC COM 04621X108 12,393 192,741 SH   SOLE   192,741 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 12,366 131,541 SH   SOLE   131,541 0 0
NVIDIA CORP COM 67066G104 12,085 654,999 SH   SOLE   654,999 0 0
VALERO ENERGY CORP NEW COM 91913Y100 11,483 248,164 SH   SOLE   248,164 0 0
SYNAPTICS INC COM 87157D109 10,859 148,344 SH   SOLE   148,344 0 0
GENERAL DYNAMICS CORP COM 369550108 10,421 82,000 SH   SOLE   82,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 10,364 62,500 SH   SOLE   62,500 0 0
MICROSOFT CORP COM 594918104 10,357 223,394 SH   SOLE   223,394 0 0
VISA INC COM CL A 92826C839 9,980 46,775 SH   SOLE   46,775 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 9,943 442,123 SH   SOLE   442,123 0 0
G-III APPAREL GROUP LTD COM 36237H101 9,684 116,871 SH   SOLE   116,871 0 0
AMBARELLA INC SHS G037AX101 9,277 212,429 SH   SOLE   212,429 0 0
ARRIS GROUP INC NEW COM 04270V106 8,896 313,730 SH   SOLE   313,730 0 0
CUMMINS INC COM 231021106 8,843 67,000 SH   SOLE   67,000 0 0
DELUXE CORP COM 248019101 8,243 149,437 SH   SOLE   149,437 0 0
HESS CORP COM 42809H107 7,923 84,000 SH   SOLE   84,000 0 0
ENERSYS COM 29275Y102 7,890 134,553 SH   SOLE   134,553 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 7,527 189,021 SH   SOLE   189,021 0 0
SYMETRA FINL CORP COM 87151Q106 7,496 321,300 SH   SOLE   321,300 0 0
SYNNEX CORP COM 87162W100 6,571 101,668 SH   SOLE   101,668 0 0
SANDERSON FARMS INC COM 800013104 6,389 72,638 SH   SOLE   72,638 0 0
PLEXUS CORP COM 729132100 6,343 171,766 SH   SOLE   171,766 0 0
MENTOR GRAPHICS CORP COM 587200106 6,226 303,768 SH   SOLE   303,768 0 0
MAXIMUS INC COM 577933104 5,679 141,514 SH   SOLE   141,514 0 0
GOOGLE INC CL A 38259P508 5,500 9,347 SH   SOLE   9,347 0 0
GOOGLE INC CL C 38259P706 5,397 9,347 SH   SOLE   9,347 0 0
ASTRONICS CORP COM 046433108 5,132 107,636 SH   SOLE   107,636 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 3,743 106,893 SH   SOLE   106,893 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,173 136,772 SH   SOLE   136,772 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,120 45,600 SH   SOLE   45,600 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 2,607 38,644 SH   SOLE   38,644 0 0
ASTRONICS CORP COM 046433207 1,069 22,509 SH   SOLE   22,509 0 0
ISHARES MSCI TAIWAN ETF 464286731 521 34,092 SH   SOLE   34,092 0 0
GREENBRIER COS INC COM 393657101 496 6,763 SH   SOLE   6,763 0 0
GENTHERM INC COM 37253A103 271 6,429 SH   SOLE   6,429 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 245 41,459 SH   SOLE   41,459 0 0
UNIVERSAL ELECTRS INC COM 913483103 238 4,815 SH   SOLE   4,815 0 0
USANA HEALTH SCINCES INC COM 90328M107 227 3,082 SH   SOLE   3,082 0 0
SUPER MICRO COMPUTER INC COM 86800U104 210 7,126 SH   SOLE   7,126 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 207 1,625 SH   SOLE   1,625 0 0
PIPER JAFFRAY COS COM 724078100 202 3,876 SH   SOLE   3,876 0 0