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
3D SYSTEMS CORP Common Stocks 88554D205 2,622 59,735 SH   SOLE   44,176 0 15,559
3M COMPANY Common Stocks 88579Y101 550 5,033 SH   SOLE   159 0 4,874
ABBOTT LABS COM Common Stocks 002824100 465 13,340 SH   SOLE   406 0 12,934
ABBVIE INC Common Stocks 00287Y109 1,767 42,755 SH   SOLE   1,350 0 41,405
ACADIA PHARMACEUTICALS INC Common Stocks 004225108 6,391 352,128 SH   SOLE   238,451 0 113,677
ADVISORY BOARD CO/THE Common Stocks 00762W107 2,040 37,335 SH   SOLE   28,447 0 8,888
AEGERION PHARMACEUTICALS INC Common Stocks 00767E102 1,940 30,624 SH   SOLE   13,678 0 16,946
AFFILIATED MANAGERS GROUP Common Stocks 008252108 337 2,057 SH   SOLE   844 0 1,213
AGILENT TECHNOLOGIES INC Common Stocks 00846U101 1,131 26,441 SH   SOLE   838 0 25,603
ALASKA AIR GROUP INC. COM Common Stocks 011659109 3,391 65,213 SH   SOLE   46,494 0 18,719
ALKERMES PLC Common Stocks G01767105 2,999 104,551 SH   SOLE   78,997 0 25,554
ALLIANCE DATA SYSTEMS CORP Common Stocks 018581108 581 3,212 SH   SOLE   1,631 0 1,581
AMAZON.COM INC Common Stocks 023135106 1,868 6,726 SH   SOLE   1,135 0 5,591
AMERICAN AXLE & MFG HOLDINGS Common Stocks 024061103 2,538 136,257 SH   SOLE   102,962 0 33,295
AMERICAN EXPRESS CO COM Common Stocks 025816109 1,198 16,024 SH   SOLE   506 0 15,518
AMERICAN TOWER CORP Common Stocks 03027X100 1,164 15,909 SH   SOLE   3,257 0 12,652
AMGEN INC COM Common Stocks 031162100 2,315 23,464 SH   SOLE   743 0 22,721
ANALOGIC CORPORATION Common Stocks 032657207 3,518 48,309 SH   SOLE   36,530 0 11,779
ANGIES LIST INC Common Stocks 034754101 5,922 222,971 SH   SOLE   154,426 0 68,545
APPLE INC Common Stocks 037833100 5,549 13,994 SH   SOLE   1,148 0 12,846
APPLIED INDUSTRIAL TECH INC Common Stocks 03820C105 2,427 50,209 SH   SOLE   37,961 0 12,248
ARTHUR J GALLAGHER & CO Common Stocks 363576109 279 6,389 SH   SOLE   2,628 0 3,761
ASPEN TECHNOLOGY INC COM Common Stocks 045327103 2,455 85,258 SH   SOLE   64,481 0 20,777
AT & T Common Stocks 00206R102 1,452 41,012 SH   SOLE   1,296 0 39,716
BALL CORP Common Stocks 058498106 357 8,606 SH   SOLE   3,523 0 5,083
BANK OF THE OZARKS INC Common Stocks 063904106 309 7,134 SH   SOLE   2,940 0 4,194
BAXTER INTERNATIONAL INC. Common Stocks 071813109 1,108 15,998 SH   SOLE   504 0 15,494
BERKSHIRE HATHAWAY - BLK CEDEA Common Stocks 084670702 224 2,000 SH   SOLE   2,000 0 0
BOEING CO COM Common Stocks 097023105 1,228 11,988 SH   SOLE   379 0 11,609
BONANZA CREEK ENERGY INC Common Stocks 097793103 4,778 134,742 SH   SOLE   90,865 0 43,877
BROADCOM CORP-CL A Common Stocks 111320107 614 18,178 SH   SOLE   552 0 17,626
CABOT OIL & GAS CORP Common Stocks 127097103 894 12,583 SH   SOLE   6,303 0 6,280
CADENCE DESIGN SYS INC Common Stocks 127387108 270 18,613 SH   SOLE   7,637 0 10,976
CAESARSTONE SDOT-YAM LTD Common Stocks M20598104 441 16,183 SH   SOLE   6,812 0 9,371
CASEYS GENERAL STORES Common Stocks 147528103 352 5,850 SH   SOLE   5,650 0 200
CATAMARAN CORP Common Stocks 148887102 626 12,840 SH   SOLE   6,505 0 6,335
CATERPILLAR INC DEL COM Common Stocks 149123101 1,556 18,860 SH   SOLE   2,901 0 15,959
CEPHEID Common Stocks 15670R107 565 16,420 SH   SOLE   15,870 0 550
CF INDS HLDGS INC Common Stocks 125269100 735 4,286 SH   SOLE   2,366 0 1,920
CHEESECAKE FACTORY INC/THE Common Stocks 163072101 3,701 88,340 SH   SOLE   66,851 0 21,489
CHEMED CORP Common Stocks 16359R103 429 5,925 SH   SOLE   5,725 0 200
CHIPOTLE MEXICAN GRILL INC Cl A Common Stocks 169656105 891 2,446 SH   SOLE   1,246 0 1,200
CIGNA CORP Common Stocks 125509109 717 9,885 SH   SOLE   4,374 0 5,511
CLOVIS ONCOLOGY Common Stocks 189464100 1,174 17,528 SH   SOLE   7,457 0 10,071
COCA-COLA COMPANY Common Stocks 191216100 1,909 47,587 SH   SOLE   6,328 0 41,259
COLGATE PALMOLIVE CO COM Common Stocks 194162103 707 12,348 SH   SOLE   374 0 11,974
COMCAST HOLDINGS CORP CL A Common Stocks 20030N101 732 17,527 SH   SOLE   531 0 16,996
COMMVAULT SYSTEMS INC Common Stocks 204166102 1,117 14,714 SH   SOLE   11,106 0 3,608
CONCHO RESOURCES INC Common Stocks 20605P101 304 3,630 SH   SOLE   114 0 3,516
CONCUR TECHNOLOGIES INC COM Common Stocks 206708109 504 6,190 SH   SOLE   3,148 0 3,042
COSTAR GROUP INC Common Stocks 22160N109 5,441 42,153 SH   SOLE   31,766 0 10,387
COSTCO WHSL CORP NEW COM Common Stocks 22160K105 385 3,479 SH   SOLE   106 0 3,373
CROWN CASTLE INTL CORP Common Stocks 228227104 693 9,575 SH   SOLE   289 0 9,286
CUBIST PHARMACEUTICALS Common Stocks 229678107 2,479 51,339 SH   SOLE   35,628 0 15,711
DEERE & CO COM Common Stocks 244199105 1,683 20,708 SH   SOLE   654 0 20,054
DIGITALGLOBE INC Common Stocks 25389M877 2,396 77,267 SH   SOLE   58,441 0 18,826
DISCOVERY COMMUNICATIONS-A Common Stocks 25470F104 446 5,775 SH   SOLE   2,478 0 3,297
DRILL-QUIP INC Common Stocks 262037104 2,683 29,717 SH   SOLE   22,461 0 7,256
DU PONT E I DE NEMOURS & CO COM Common Stocks 263534109 723 13,765 SH   SOLE   417 0 13,348
EAGLE MATERIALS INC Common Stocks 26969P108 3,778 57,016 SH   SOLE   40,994 0 16,022
EASTGROUP PROPERTIES INC Common Stocks 277276101 2,124 37,744 SH   SOLE   28,516 0 9,228
EBAY INC Common Stocks 278642103 1,417 27,401 SH   SOLE   6,214 0 21,187
EMC CORP MASS Common Stocks 268648102 1,504 63,663 SH   SOLE   2,014 0 61,649
EMERSON ELECT CO COM Common Stocks 291011104 383 7,024 SH   SOLE   214 0 6,810
ENERGY XXI (BERMUDA) LTD. Common Stocks G10082140 630 28,397 SH   SOLE   21,479 0 6,918
EOG RESOURCES INC Common Stocks 26875P101 1,644 12,485 SH   SOLE   1,992 0 10,493
EPR PROPERTIES Common Stocks 26884U109 2,132 42,417 SH   SOLE   32,073 0 10,344
ESSEX PROPERTY TRUST INC Common Stocks 297178105 231 1,452 SH   SOLE   597 0 855
EXPRESS SCRIPTS HLDG CO Common Stocks 30219G108 4,219 68,332 SH   SOLE   6,306 0 62,026
EZCORP INC CL A Common Stocks 302301106 1,333 78,858 SH   SOLE   59,633 0 19,225
FEDERAL REALTY INVS TRUST Common Stocks 313747206 220 2,125 SH   SOLE   873 0 1,252
FEI COMPANY Common Stocks 30241L109 3,793 51,945 SH   SOLE   37,837 0 14,108
FIFTH & PACIFIC COS INC Common Stocks 316645100 5,063 226,642 SH   SOLE   152,550 0 74,092
FIRST SOLAR INC Common Stocks 336433107 2,064 46,060 SH   SOLE   19,567 0 26,493
FORD MOTOR CO Common Stocks 345370860 735 47,499 SH   SOLE   20,414 0 27,085
GENESEE & WYOMING INC-CL A Common Stocks 371559105 1,344 15,841 SH   SOLE   14,985 0 856
GILEAD SCIENCES INC. Common Stocks 375558103 1,788 34,871 SH   SOLE   6,732 0 28,139
GOLDMAN SACHS GRP INC Common Stocks 38141G104 718 4,746 SH   SOLE   2,041 0 2,705
GOODYEAR TIRE & RUBBER CO Common Stocks 382550101 2,722 177,925 SH   SOLE   128,687 0 49,238
GOOGLE INC. Common Stocks 38259P508 3,132 3,558 SH   SOLE   487 0 3,071
GROUPON INC Common Stocks 399473107 1,519 177,629 SH   SOLE   82,667 0 94,962
HEADWATERS INC Common Stocks 42210P102 3,111 351,895 SH   SOLE   265,780 0 86,115
HEARTLAND PMT SYS INC COM Common Stocks 42235N108 9,409 252,603 SH   SOLE   182,304 0 70,299
HIGHWOODS PROPERTIES INC Common Stocks 431284108 2,046 57,445 SH   SOLE   43,457 0 13,988
HIMAX TECHNOLOGIES INC-ADR Common Stocks 43289P106 2,716 520,226 SH   SOLE   393,227 0 126,999
HMS HLDS CORP COM Common Stocks 40425J101 5,598 240,253 SH   SOLE   174,017 0 66,236
HONEYWELL INTL INC. Common Stocks 438516106 380 4,793 SH   SOLE   146 0 4,647
HORNBECK OFFSHORE Common Stocks 440543106 3,323 62,113 SH   SOLE   42,508 0 19,605
IDEXX LABORATORIES INC Common Stocks 45168D104 399 4,449 SH   SOLE   2,256 0 2,193
INTEL CORPORATION Common Stocks 458140100 845 34,859 SH   SOLE   1,066 0 33,793
INTL BUS MACHINES Common Stocks 459200101 2,676 14,002 SH   SOLE   1,567 0 12,435
JAZZ PHARMACEUTICALS INC Common Stocks G50871105 4,502 65,496 SH   SOLE   45,307 0 20,189
JOHNSON & JOHNSON Common Stocks 478160104 2,469 28,760 SH   SOLE   5,445 0 23,315
KB HOME COM Common Stocks 48666K109 4,077 207,704 SH   SOLE   144,466 0 63,238
KERYX BIOPHARMACEUTICALS Common Stocks 492515101 11,905 1,593,668 SH   SOLE   1,080,475 0 513,193
KODIAK OIL & GAS CORP. COM Common Stocks 50015Q100 908 102,165 SH   SOLE   77,256 0 24,909
LANDSTAR SYSTEM INC Common Stocks 515098101 1,082 21,016 SH   SOLE   639 0 20,377
LAZARD LTD-CL A MLP G54050102 231 7,178 SH   SOLE   3,435 0 3,743
LIBERTY PROPERTY TRUST Common Stocks 531172104 570 15,428 SH   SOLE   7,723 0 7,705
LINKEDIN CORP Common Stocks 53578A108 947 5,310 SH   SOLE   2,421 0 2,889
MACK-CALI REALTY CORP Common Stocks 554489104 1,919 78,364 SH   SOLE   59,156 0 19,208
MASTEC INC Common Stocks 576323109 4,974 151,171 SH   SOLE   107,988 0 43,183
MASTERCARD INC COM Common Stocks 57636Q104 3,112 5,417 SH   SOLE   765 0 4,652
MAXIMUS INC Common Stocks 577933104 3,464 46,508 SH   SOLE   35,116 0 11,392
MCDONALDS CORP Common Stocks 580135101 1,088 10,990 SH   SOLE   357 0 10,633
MDC HOLDINGS INC Common Stocks 552676108 3,231 99,375 SH   SOLE   71,733 0 27,642
MERCK & CO. INC. Common Stocks 58933Y105 2,061 44,373 SH   SOLE   1,408 0 42,965
MGIC INVESTMENT CORP Common Stocks 552848103 12,372 2,038,175 SH   SOLE   1,370,889 0 667,286
MICHAEL KORS HL Common Stocks G60754101 786 12,669 SH   SOLE   5,337 0 7,332
MICRON TECHNOLOGY INC Common Stocks 595112103 1,028 71,732 SH   SOLE   30,681 0 41,051
MICROSOFT CORPORATION Common Stocks 594918104 1,855 53,685 SH   SOLE   8,275 0 45,410
MONSANTO CO Common Stocks 61166W101 667 6,746 SH   SOLE   203 0 6,543
MSCI INC Common Stocks 55354G100 228 6,841 SH   SOLE   2,820 0 4,021
NETFLIX INC Common Stocks 64110L106 512 2,427 SH   SOLE   1,224 0 1,203
NETSUITE INC Common Stocks 64118Q107 1,527 16,645 SH   SOLE   7,752 0 8,893
NEXTERA ENERGY INC Common Stocks 65339F101 707 8,681 SH   SOLE   3,723 0 4,958
OLD DOMINION FREIGHT LINE INC. COM. Common Stocks 679580100 5,551 133,368 SH   SOLE   97,090 0 36,278
OMEGA HEALTHCARE INVESTORS Common Stocks 681936100 3,532 113,862 SH   SOLE   84,832 0 29,030
ONEOK INC Common Stocks 682680103 645 15,618 SH   SOLE   474 0 15,144
ORACLE SYSTEMS CORP Common Stocks 68389X105 1,537 50,047 SH   SOLE   8,462 0 41,585
PACIFIC SUNWEAR OF CALIF Common Stocks 694873100 674 186,235 SH   SOLE   78,529 0 107,706
PATTERSON COS INC Common Stocks 703395103 626 16,639 SH   SOLE   8,452 0 8,187
PEPSICO INC COM Common Stocks 713448108 1,984 24,252 SH   SOLE   4,964 0 19,288
PIER 1 IMPORTS INC DEL COM Common Stocks 720279108 2,915 124,093 SH   SOLE   83,315 0 40,778
PIONEER NAT RES COM Common Stocks 723787107 593 4,097 SH   SOLE   129 0 3,968
PRAXAIR INC COM Common Stocks 74005P104 1,148 9,973 SH   SOLE   316 0 9,657
PRIMORIS SERVICES CORP Common Stocks 74164F103 4,316 218,879 SH   SOLE   153,749 0 65,130
PROCTER & GAMBLE CO Common Stocks 742718109 1,479 19,208 SH   SOLE   607 0 18,601
PTC INC Common Stocks 69370C100 2,174 88,618 SH   SOLE   67,004 0 21,614
QUALCOMM INC Common Stocks 747525103 4,321 70,725 SH   SOLE   8,339 0 62,386
RAYONIER INC Common Stocks 754907103 263 4,746 SH   SOLE   1,957 0 2,789
RESMED INC Common Stocks 761152107 282 6,245 SH   SOLE   2,560 0 3,685
ROSETTA RESOURCES INC COM Common Stocks 777779307 865 20,336 SH   SOLE   15,313 0 5,023
RYDER SYSTEM INC. Common Stocks 783549108 6,674 109,780 SH   SOLE   80,414 0 29,366
SABRA HEALTH CARE REIT INC Common Stocks 78573L106 2,028 77,682 SH   SOLE   58,664 0 19,018
SALLY BEAUTY HOLDINGS INC. Common Stocks 79546E104 480 15,421 SH   SOLE   8,577 0 6,844
SANTARUS INC Common Stocks 802817304 3,499 166,206 SH   SOLE   125,577 0 40,629
SBA COMMUNICATIONS CORP-CL A Common Stocks 78388J106 2,205 29,745 SH   SOLE   13,258 0 16,487
SCHLUMBERGER LTD Common Stocks 806857108 804 11,225 SH   SOLE   346 0 10,879
SEATTLE GENETICS INC Common Stocks 812578102 1,187 37,720 SH   SOLE   28,518 0 9,202
SIMON PPTY GROUP INC NEW COM Common Stocks 828806109 611 3,867 SH   SOLE   123 0 3,744
SINCLAIR BROADCAST GROUP-A Common Stocks 829226109 6,315 215,013 SH   SOLE   148,360 0 66,653
SIX FLAGS ENTERTAINMENT CORP Common Stocks 83001A102 6,739 191,672 SH   SOLE   131,690 0 59,982
SKYWORKS SOLUTIONS INC. Common Stocks 83088M102 6,481 296,059 SH   SOLE   213,436 0 82,623
SOURCEFIRE INC COM Common Stocks 83616T108 5,206 93,709 SH   SOLE   69,179 0 24,530
SOUTHWEST AIRLINES CO Common Stocks 844741108 1,053 81,694 SH   SOLE   34,758 0 46,936
SPLUNK INC Common Stocks 848637104 1,192 25,717 SH   SOLE   10,940 0 14,777
STERIS CORP Common Stocks 859152100 965 22,500 SH   SOLE   21,750 0 750
STIFEL FINANCIAL CORP Common Stocks 860630102 2,079 58,296 SH   SOLE   44,046 0 14,250
SUNEDISON, INC. Common Stocks 86732Y109 13,376 1,637,207 SH   SOLE   1,090,124 0 547,083
SWIFT TRANSPORTATION CO Common Stocks 87074U101 4,070 246,088 SH   SOLE   185,849 0 60,239
SYNAPTICS INC Common Stocks 87157D109 3,201 83,013 SH   SOLE   62,667 0 20,346
T ROWE PRICE GROUP INC Common Stocks 74144T108 1,118 15,280 SH   SOLE   462 0 14,818
TEAM INC Common Stocks 878155100 2,800 73,974 SH   SOLE   55,844 0 18,130
TEARLAB CORP Common Stocks 878193101 3,050 287,198 SH   SOLE   191,554 0 95,644
TENNECO AUTOMOTIVE INC COM Common Stocks 880349105 2,767 61,110 SH   SOLE   46,164 0 14,946
THE HOME DEPOT, INC. Common Stocks 437076102 1,160 14,972 SH   SOLE   453 0 14,519
TRANSDIGM GROUP INC Common Stocks 893641100 357 2,280 SH   SOLE   937 0 1,343
TRIUMPH GROUP INC Common Stocks 896818101 907 11,459 SH   SOLE   6,100 0 5,359
UNION PACIFIC CORPORATION COM Common Stocks 907818108 1,245 8,072 SH   SOLE   1,785 0 6,287
UNITED CONTINENTAL HOLDINGS Common Stocks 910047109 887 28,338 SH   SOLE   12,222 0 16,116
UNITED NATIONAL FOODS INC Common Stocks 911163103 373 6,900 SH   SOLE   6,675 0 225
UNITED PARCEL SERVICE, INC. Common Stocks 911312106 601 6,948 SH   SOLE   218 0 6,730
UNITED TECHNOLOGIES CORP Common Stocks 913017109 1,039 11,181 SH   SOLE   1,968 0 9,213
US AIRWAYS GROUP INC Common Stocks 90341W108 3,825 232,932 SH   SOLE   167,418 0 65,514
USG CORP COM Common Stocks 903293405 574 24,887 SH   SOLE   12,635 0 12,252
VALEANT PHARMACEUTICALS INTL. Common Stocks 91911K102 901 10,467 SH   SOLE   4,493 0 5,974
VALSPAR CORP Common Stocks 920355104 452 6,997 SH   SOLE   2,865 0 4,132
VERIZON COMMUN Common Stocks 92343V104 1,799 35,737 SH   SOLE   1,131 0 34,606
VERTEX PHARMACEUTICALS INC Common Stocks 92532F100 529 6,605 SH   SOLE   3,537 0 3,068
VIPSHOP HOLDINGS LTD-ADS Common Stocks 92763W103 3,101 106,361 SH   SOLE   70,293 0 36,068
VISA INC Common Stocks 92826C839 3,208 17,555 SH   SOLE   2,424 0 15,131
VISTEON CORP Common Stocks 92839U206 8,558 135,576 SH   SOLE   102,759 0 32,817
WALMART STORES INC COM Common Stocks 931142103 1,269 17,041 SH   SOLE   3,102 0 13,939
WALT DISNEY CO/THE Common Stocks 254687106 1,328 21,035 SH   SOLE   4,435 0 16,600
WASTE CONNECTIONS INC Common Stocks 941053100 601 14,619 SH   SOLE   5,993 0 8,626
WELLCARE GROUP INC Common Stocks 94946T106 3,257 58,634 SH   SOLE   37,565 0 21,069
WHOLE FOODS MARKET INC Common Stocks 966837106 340 6,600 SH   SOLE   202 0 6,398
WOODWARD INC COM Common Stocks 980745103 953 23,813 SH   SOLE   18,006 0 5,807