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
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 50,274 2,141,142 SH   SOLE   2,141,142 0 0
APPLE INC COM 037833100 49,146 394,968 SH   SOLE   394,968 0 0
CIGNA CORP COM 125509109 39,164 302,563 SH   SOLE   302,563 0 0
BIOGEN IDEC INC COM 09062X103 36,896 87,381 SH   SOLE   87,381 0 0
NETEASE INC SPONSORED ADR 64110W102 36,486 346,497 SH   SOLE   346,497 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 33,617 538,826 SH   SOLE   538,826 0 0
AETNA INC NEW COM 00817Y108 33,566 315,088 SH   SOLE   315,088 0 0
JAZZ PHARMACEUTICAL PLC SHS USD G50871105 27,686 160,229 SH   SOLE   160,229 0 0
BLACKROCK INC COM 09247X101 27,156 74,228 SH   SOLE   74,228 0 0
JONES LANG LASALLE INC COM 48020Q107 26,674 156,540 SH   SOLE   156,540 0 0
CELGEN CORP COM 151020104 26,569 230,475 SH   SOLE   230,475 0 0
LEAR CORP COM NEW 521865204 24,783 223,629 SH   SOLE   223,629 0 0
GILEAD SCIENCES INC COM 375558103 24,708 251,793 SH   SOLE   251,793 0 0
BROADCOM CORP CL A 111320107 24,657 569,516 SH   SOLE   569,516 0 0
CVS CAREMARK CORPORATION COM 126650100 24,136 233,852 SH   SOLE   233,852 0 0
MOODYS CORP COM 615369105 24,055 231,745 SH   SOLE   231,745 0 0
WELLS FARGO & CO NEW COM 949746101 23,351 429,254 SH   SOLE   429,254 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,432 119,336 SH   SOLE   119,336 0 0
UNITED THERAPEUTICS CORP COM 91307C102 22,411 129,965 SH   SOLE   129,965 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 22,269 175,378 SH   SOLE   175,378 0 0
NVIDIA CORP COM 67066G104 22,179 1,059,931 SH   SOLE   1,059,931 0 0
AON PLC SHS CL A G0408V102 21,949 228,348 SH   SOLE   228,348 0 0
LINCOLN NATL CORP IND COM 534187109 21,796 379,325 SH   SOLE   379,325 0 0
GENERAL DYNAMICS CORP COM 369550108 21,238 156,474 SH   SOLE   156,474 0 0
TATA MTRS LTD SPONSORED ADR 876568502 20,285 450,182 SH   SOLE   450,182 0 0
MCKESSON CORP COM 58155Q103 18,567 82,083 SH   SOLE   82,083 0 0
F5 NETWORKS INC COM 315616102 18,325 159,431 SH   SOLE   159,431 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 17,982 60,698 SH   SOLE   60,698 0 0
RAYTHEON CO COM NEW 755111507 17,583 160,939 SH   SOLE   160,939 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 16,451 167,368 SH   SOLE   167,368 0 0
WESTERN DIGITAL CORP COM 958102105 16,096 176,860 SH   SOLE   176,860 0 0
SNAP ON INC COM 833034101 16,054 109,165 SH   SOLE   109,165 0 0
MEDIVATION INC COM 58501N101 15,648 121,235 SH   SOLE   121,235 0 0
TRINITY INDS INC COM 896522109 14,506 408,508 SH   SOLE   408,508 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 14,437 1,216,773 SH   SOLE   1,216,773 0 0
INVESCO LTD SHS G491BT108 14,087 354,937 SH   SOLE   354,937 0 0
TORCHMARK CORP COM 891027104 14,065 256,094 SH   SOLE   256,094 0 0
VERINT SYS INC COM 92343X100 14,010 226,220 SH   SOLE   226,220 0 0
AMBARELLA INC SHS G037AX101 13,917 183,816 SH   SOLE   183,816 0 0
B/E AEROSPACE INC COM 073302101 13,830 217,385 SH   SOLE   217,385 0 0
HALLIBURTON CO COM 406216101 13,801 314,528 SH   SOLE   314,528 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 13,428 125,817 SH   SOLE   125,817 0 0
HELMERICH & PAYNE INC COM 423452101 13,164 193,383 SH   SOLE   193,383 0 0
EVEREST RE GROUP LTD COM G3223R108 12,853 73,867 SH   SOLE   73,867 0 0
G-III APPAREL GROUP LTD COM 36237H101 12,548 111,388 SH   SOLE   111,388 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 12,265 81,936 SH   SOLE   81,936 0 0
DISNEY WALT CO COM DISNEY 254687106 12,213 116,432 SH   SOLE   116,432 0 0
JOHNSON & JOHNSON COM 478160104 11,739 116,685 SH   SOLE   116,685 0 0
SYNAPTICS INC COM 87157D109 11,504 141,492 SH   SOLE   141,492 0 0
HOLLSYS AUTOMATION TECHNOLO SHS G45667105 11,439 575,694 SH   SOLE   575,694 0 0
INTERNATIONAL FLAVORS & FRANGRA COM 459506101 11,275 96,036 SH   SOLE   96,036 0 0
AMTRUST FINANCIAL SERVICES I COM 032359309 10,280 180,400 SH   SOLE   180,400 0 0
V F CORP COM 918204108 10,213 135,618 SH   SOLE   135,618 0 0
POLARIS INDS INC COM 731068102 10,179 72,139 SH   SOLE   72,139 0 0
LANNETT INC COM 516012101 9,937 146,751 SH   SOLE   146,751 0 0
3M CO COM 88579Y101 9,908 60,066 SH   SOLE   60,066 0 0
DELUXE CORP COM 248019101 9,872 142,493 SH   SOLE   142,493 0 0
MAXIMUS INC COM 577933104 9,258 138,677 SH   SOLE   138,677 0 0
CIRRUS LOGIC INC COM 172755100 9,019 271,152 SH   SOLE   271,152 0 0
HELEN OF TROY CORP LTD COM G4388N106 8,814 108,163 SH   SOLE   108,163 0 0
HCA HOLDINGS INC COM 40412C101 8,293 110,237 SH   SOLE   110,237 0 0
EPAM SYS INC COM 29414B104 8,284 135,162 SH   SOLE   135,162 0 0
ENERSYS COM 29275Y102 8,258 128,548 SH   SOLE   128,548 0 0
VISA INC COM CL A 92826C839 7,684 117,476 SH   SOLE   117,476 0 0
BLACKSTONE GROUP LP COM UNIT LTD 09253U108 7,642 196,500 SH   SOLE   196,500 0 0
CREDIT ACCEP CORP MICH COM 225310101 7,620 39,078 SH   SOLE   39,078 0 0
ASTRONICS CORP COM 046433108 7,612 103,288 SH   SOLE   103,288 0 0
SYNNEX CORP COM 87162W100 7,508 97,191 SH   SOLE   97,191 0 0
BGC PARTNERS INC CL A 05541T101 7,430 786,234 SH   SOLE   786,234 0 0
SYMETRA FINL CORP COM 87151Q106 7,156 305,017 SH   SOLE   305,017 0 0
MENTOR GRAPHICS CORP COM 587200106 6,972 290,124 SH   SOLE   290,124 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,955 209,421 SH   SOLE   209,421 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,809 39,292 SH   SOLE   39,292 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,669 86,268 SH   SOLE   86,268 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,120 77,640 SH   SOLE   77,640 0 0
CUMMINS INC COM 231021106 5,852 42,210 SH   SOLE   42,210 0 0
TYSON FOODS INC CL A 902494103 5,707 149,005 SH   SOLE   149,005 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 5,661 145,969 SH   SOLE   145,969 0 0
SANDERSON FARMS INC COM 800013104 5,540 69,556 SH   SOLE   69,556 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,385 84,638 SH   SOLE   84,638 0 0
ORACLE CORP COM 68389X105 5,335 123,640 SH   SOLE   123,640 0 0
COMCAST CORP NEW CL A SPL 20030N101 5,195 92,000 SH   SOLE   92,000 0 0
BAIDU INC SPON ADR REP A 056752108 4,613 22,136 SH   SOLE   22,136 0 0
ALLEGIANT TRAVEL CO COM 01748X102 4,585 23,846 SH   SOLE   23,846 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,476 44,600 SH   SOLE   44,600 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 4,077 566,299 SH   SOLE   566,299 0 0
WETLAKE CHEM CORP COM 960413102 3,807 52,926 SH   SOLE   52,926 0 0
MARATHON PETE CORP COM 56585A102 3,584 35,000 SH   SOLE   35,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,559 40,530 SH   SOLE   40,530 0 0
ICON PLC SHS G4705A100 3,177 45,048 SH   SOLE   45,048 0 0
MERCADOLIBRE INC COM 58733R102 2,186 17,846 SH   SOLE   17,846 0 0
ASTRONICS CORP COM 046433207 1,580 21,613 SH   SOLE   21,613 0 0
ISHARES MSCI TAIWAN ETF 464286731 537 34,092 SH   SOLE   34,092 0 0
GREENBRIER COS INC COM 393657101 392 6,763 SH   SOLE   6,763 0 0
USANA HEALTH SCINCES INC COM 90328M107 342 3,082 SH   SOLE   3,082 0 0
GENTHERM INC COM 37253A103 325 6,429 SH   SOLE   6,429 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 296 3,100 SH   SOLE   3,100 0 0
UNIVERSAL ELECTRS INC COM 913483103 272 4,815 SH   SOLE   4,815 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 257 8,494 SH   SOLE   8,494 0 0
IMPAX LABORATORIES INC COM 45256B101 255 5,442 SH   SOLE   5,442 0 0
ON ASSIGNMENT INC COM 682159108 237 6,165 SH   SOLE   6,165 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 235 3,769 SH   SOLE   3,769 0 0
DTS INC COM 23335C101 234 6,882 SH   SOLE   6,882 0 0
CONSTANT CONTACT INC COM 210313102 232 6,083 SH   SOLE   6,083 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 231 5,397 SH   SOLE   5,397 0 0
MULTI COLOR CORP COM 625383104 228 3,291 SH   SOLE   3,291 0 0
GP STRATEGIES CORP COM 36225V104 225 6,091 SH   SOLE   6,091 0 0
PBF ENERGY INC CL A 69318G106 220 6,487 SH   SOLE   6,487 0 0
EPLUS INC COM 294268107 214 2,466 SH   SOLE   2,466 0 0
MAIDEN HOLDINGS LTD SHS G5753U112 205 13,843 SH   SOLE   13,843 0 0
FBL FINL GROUP INC CL A 30239F106 203 3,278 SH   SOLE   3,278 0 0
MOOG INC CL A 615394202 202 2,692 SH   SOLE   2,692 0 0