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 45,844 415,331 SH   SOLE   415,331 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 42,313 1,890,678 SH   SOLE   1,890,678 0 0
NETEASE INC SPONSORED ADR 64110W102 30,882 311,503 SH   SOLE   311,503 0 0
GILEAD SCIENCES INC COM 375558103 29,005 307,714 SH   SOLE   307,714 0 0
DISCOVER FINL SVCS COM 254709108 28,985 442,589 SH   SOLE   442,589 0 0
CIGNA CORP COM 125509109 28,951 281,319 SH   SOLE   281,319 0 0
AETNA INC NEW COM 00817Y108 28,147 316,865 SH   SOLE   316,865 0 0
CELGEN CORP COM 151020104 27,056 241,875 SH   SOLE   241,875 0 0
BLACKROCK INC COM 09247X101 26,505 74,127 SH   SOLE   74,127 0 0
BIOGEN IDEC INC COM 09062X103 26,479 78,007 SH   SOLE   78,007 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 26,316 160,727 SH   SOLE   160,727 0 0
BROADCOM CORP CL A 111320107 24,781 571,906 SH   SOLE   571,906 0 0
WELLS FARGO & CO NEW COM 949746101 23,771 433,612 SH   SOLE   433,612 0 0
CVS CAREMARK CORPORATION COM 126650100 23,493 243,927 SH   SOLE   243,927 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,803 117,643 SH   SOLE   117,643 0 0
MOODYS CORP COM 615369105 22,312 232,881 SH   SOLE   232,881 0 0
LEAR CORP COM NEW 521865204 22,147 225,805 SH   SOLE   225,805 0 0
LINCOLN NATL CORP IND COM 534187109 22,147 384,029 SH   SOLE   384,029 0 0
JONES LANG LASALLE INC COM 48020Q107 22,120 147,538 SH   SOLE   147,538 0 0
POLARIS INDS INC COM 731068102 22,057 145,839 SH   SOLE   145,839 0 0
AON PLC SHS CL A G0408V102 21,719 229,028 SH   SOLE   229,028 0 0
GENERAL DYNAMICS CORP COM 369550108 21,607 157,003 SH   SOLE   157,003 0 0
NVIDIA CORP COM 67066G104 21,369 1,065,798 SH   SOLE   1,065,798 0 0
F5 NETWORKS INC COM 315616102 20,916 160,318 SH   SOLE   160,318 0 0
WESTERN DIGITAL CORP COM 958102105 19,692 177,885 SH   SOLE   177,885 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 18,183 345,300 SH   SOLE   345,300 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 17,712 176,086 SH   SOLE   176,086 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 17,569 61,420 SH   SOLE   61,420 0 0
RAYTHEON CO COM NEW 755111507 17,514 161,910 SH   SOLE   161,910 0 0
MCKESSON CORP COM 58155Q103 17,122 82,483 SH   SOLE   82,483 0 0
UNITED THERAPEUTICS CORP COM 91307C102 17,106 132,100 SH   SOLE   132,100 0 0
SANDISK CORP COM 80004C101 17,016 173,666 SH   SOLE   173,666 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16,760 211,116 SH   SOLE   211,116 0 0
TATA MTRS LTD SPONSORED ADR 876568502 15,645 370,030 SH   SOLE   370,030 0 0
SNAP ON INC COM 833034101 15,212 111,246 SH   SOLE   111,246 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 14,625 1,235,223 SH   SOLE   1,235,223 0 0
INVESCO LTD SHS G491BT108 14,080 356,286 SH   SOLE   356,286 0 0
TORCHMARK CORP COM 891027104 13,760 254,010 SH   SOLE   254,010 0 0
VERINT SYS INC COM 92343X100 13,417 230,220 SH   SOLE   230,220 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,114 127,641 SH   SOLE   127,641 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 13,093 82,202 SH   SOLE   82,202 0 0
HELMERICH & PAYNE INC COM 423452101 13,067 193,809 SH   SOLE   193,809 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 13,046 534,023 SH   SOLE   534,023 0 0
ASSURANT INC COM 04621X108 12,799 187,041 SH   SOLE   187,041 0 0
EVEREST RE GROUP LTD COM G3223R108 12,748 74,858 SH   SOLE   74,858 0 0
HALLIBURTON CO COM 406216101 12,407 315,456 SH   SOLE   315,456 0 0
WETLAKE CHEM CORP COM 960413102 12,345 202,083 SH   SOLE   202,083 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,273 168,800 SH   SOLE   168,800 0 0
JOHNSON & JOHNSON COM 478160104 12,202 116,685 SH   SOLE   116,685 0 0
MEDIVATION INC COM 58501N101 12,199 122,467 SH   SOLE   122,467 0 0
TRINITY INDS INC COM 896522109 11,575 413,237 SH   SOLE   413,237 0 0
G-III APPAREL GROUP LTD COM 36237H101 11,472 113,571 SH   SOLE   113,571 0 0
DISNEY WALT CO COM DISNEY 254687106 10,967 116,432 SH   SOLE   116,432 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 10,334 183,721 SH   SOLE   183,721 0 0
V F CORP COM 918204108 10,158 135,618 SH   SOLE   135,618 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,017 202,368 SH   SOLE   202,368 0 0
SYNAPTICS INC COM 87157D109 9,930 144,244 SH   SOLE   144,244 0 0
3M CO COM 88579Y101 9,870 60,066 SH   SOLE   60,066 0 0
B/E AEROSPACE INC COM 073302101 9,753 168,098 SH   SOLE   168,098 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 9,734 96,036 SH   SOLE   96,036 0 0
ORACLE CORP COM 68389X105 9,607 213,640 SH   SOLE   213,640 0 0
AMBARELLA INC SHS G037AX101 9,471 186,729 SH   SOLE   186,729 0 0
DELUXE CORP COM 248019101 9,038 145,187 SH   SOLE   145,187 0 0
HCA HOLDINGS INC COM 40412C101 8,090 110,237 SH   SOLE   110,237 0 0
ENERSYS COM 29275Y102 8,080 130,911 SH   SOLE   130,911 0 0
MAXIMUS INC COM 577933104 7,720 140,771 SH   SOLE   140,771 0 0
SYNNEX CORP COM 87162W100 7,712 98,668 SH   SOLE   98,668 0 0
VISA INC COM CL A 92826C839 7,701 29,369 SH   SOLE   29,369 0 0
BGC PARTNERS INC CL A 05541T101 7,303 798,119 SH   SOLE   798,119 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 7,270 39,292 SH   SOLE   39,292 0 0
SYMETRA FINL CORP COM 87151Q106 7,192 312,000 SH   SOLE   312,000 0 0
HELEN OF TROY CORP LTD COM G4388N106 7,143 109,791 SH   SOLE   109,791 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,801 87,600 SH   SOLE   87,600 0 0
MICROSOFT CORP COM 594918104 6,751 145,332 SH   SOLE   145,332 0 0
EPAM SYS INC COM 29414B104 6,548 137,140 SH   SOLE   137,140 0 0
MENTOR GRAPHICS CORP COM 587200106 6,475 295,402 SH   SOLE   295,402 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,409 77,640 SH   SOLE   77,640 0 0
LANNETT INC COM 516012101 6,391 149,039 SH   SOLE   149,039 0 0
CUMMINS INC COM 231021106 6,085 42,210 SH   SOLE   42,210 0 0
TYSON FOODS INC CL A 902494103 5,974 149,005 SH   SOLE   149,005 0 0
SANDERSON FARMS INC COM 800013104 5,927 70,538 SH   SOLE   70,538 0 0
ASTRONICS CORP COM 046433108 5,793 104,736 SH   SOLE   104,736 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,406 39,634 SH   SOLE   39,634 0 0
BAIDU INC SPON ADR REP A 056752108 3,670 16,100 SH   SOLE   16,100 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 3,599 106,893 SH   SOLE   106,893 0 0
KLX INC COM 482539103 3,467 84,049 SH   SOLE   84,049 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,407 44,600 SH   SOLE   44,600 0 0
GOOGLE INC CL A 38259P508 3,141 5,919 SH   SOLE   5,919 0 0
GOOGLE INC CL C 38259P706 3,116 5,919 SH   SOLE   5,919 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 2,213 38,644 SH   SOLE   38,644 0 0
MERCADOLIBRE INC COM 58733R102 1,615 12,650 SH   SOLE   12,650 0 0
ASTRONICS CORP COM 046433207 1,219 21,919 SH   SOLE   21,919 0 0
ISHARES MSCI TAIWAN ETF 464286731 515 34,092 SH   SOLE   34,092 0 0
GREENBRIER COS INC COM 393657101 363 6,763 SH   SOLE   6,763 0 0
USANA HEALTH SCINCES INC COM 90328M107 316 3,082 SH   SOLE   3,082 0 0
UNIVERSAL ELECTRS INC COM 913483103 313 4,815 SH   SOLE   4,815 0 0
SUPER MICRO COMPUTER INC COM 86800U104 249 7,126 SH   SOLE   7,126 0 0
RF MICRODEVICES INC COM 74736K101 239 14,422 SH   SOLE   14,422 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 239 38,959 SH   SOLE   38,959 0 0
GENTHERM INC COM 37253A103 235 6,429 SH   SOLE   6,429 0 0
PIPER JAFFRAY COS COM 724078100 225 3,876 SH   SOLE   3,876 0 0
CONSTANT CONTACT INC COM 210313102 223 6,083 SH   SOLE   6,083 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 220 3,769 SH   SOLE   3,769 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 220 4,323 SH   SOLE   4,323 0 0
DTS INC COM 23335C101 212 6,882 SH   SOLE   6,882 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 208 3,100 SH   SOLE   3,100 0 0
MONTPELIER RE HOLDINGS LTD SHS G62185106 207 5,775 SH   SOLE   5,775 0 0
GP STRATEGIES CORP COM 36225V104 207 6,091 SH   SOLE   6,091 0 0
HURON CONSULTING GROUP INC COM 447462102 205 2,999 SH   SOLE   2,999 0 0
ON ASSIGNMENT INC COM 682159108 205 6,165 SH   SOLE   6,165 0 0