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
3M COMPANY cs 88579Y101 798 5,633 SH   SOLE n/a 228 0 5,405
ABBVIE INC cs 00287Y109 1,696 29,363 SH   SOLE n/a 1,101 0 28,262
ADOBE SYSTEMS INC cs 00724F101 1,446 20,900 SH   SOLE n/a 0 0 20,900
AK STEEL HOLDING CORP cs 001547108 5,696 711,148 SH   SOLE n/a 454,838 0 256,310
ALCOA INC cs 013817101 4,133 256,852 SH   SOLE n/a 27,153 0 229,699
AMAZON.COM INC cs 023135106 1,422 4,410 SH   SOLE n/a 154 0 4,256
AMERICAN EXPRESS CO COM cs 025816109 1,581 18,062 SH   SOLE n/a 680 0 17,382
AMERICAN TOWER CORP cs 03027X100 2,243 23,955 SH   SOLE n/a 2,456 0 21,499
AMGEN INC COM cs 031162100 1,750 12,459 SH   SOLE n/a 471 0 11,988
AMICUS THERAPEUTICS INC cs 03152W109 1,478 248,383 SH   SOLE n/a 109,478 0 138,905
APPLE INC cs 037833100 9,149 90,812 SH   SOLE n/a 9,404 0 81,408
ARRIS GROUP INC NEW cs 04270V106 522 18,419 SH   SOLE n/a 10,259 0 8,160
ASBURY AUTOMOTIVE GROUP cs 043436104 3,853 59,814 SH   SOLE n/a 45,360 0 14,454
ATHLON ENERGY INC cs 047477104 3,472 59,627 SH   SOLE n/a 21,979 0 37,648
AVAGO TECHNOLOGIES LTD cs Y0486S104 3,212 36,916 SH   SOLE n/a 6,276 0 30,640
BIODELIVERY SCIENCES INTL cs 09060J106 7,469 437,059 SH   SOLE n/a 258,731 0 178,328
BIOGEN IDEC INC COM cs 09062X103 4,142 12,521 SH   SOLE n/a 1,115 0 11,406
C&J ENERGY SERVICES INC cs 12467B304 3,647 119,375 SH   SOLE n/a 86,967 0 32,408
CARRIZO OIL & GAS INC cs 144577103 5,392 100,179 SH   SOLE n/a 65,738 0 34,441
CELGENE CORP COM cs 151020104 3,198 33,744 SH   SOLE n/a 3,445 0 30,299
CENTENE CORP cs 15135B101 5,361 64,812 SH   SOLE n/a 46,962 0 17,850
CHIPOTLE MEXICAN GRILL INC Cl A cs 169656105 611 916 SH   SOLE n/a 497 0 419
COMCAST HOLDINGS CORP CL A cs 20030N101 1,278 23,769 SH   SOLE n/a 962 0 22,807
COMSCORE INC cs 20564W105 1,915 52,599 SH   SOLE n/a 39,883 0 12,716
COSTCO WHSL CORP NEW COM cs 22160K105 494 3,943 SH   SOLE n/a 156 0 3,787
CYRUSONE INC cs 23283R100 3,209 133,479 SH   SOLE n/a 96,787 0 36,692
DECKERS OUTDOOR CORP. cs 243537107 7,294 75,054 SH   SOLE n/a 48,625 0 26,429
DIAMONDBACK ENERGY INC cs 25278X109 4,369 58,425 SH   SOLE n/a 44,295 0 14,130
DR PEPPER SNAPPLE GROUP INC cs 26138E109 3,516 54,666 SH   SOLE n/a 5,686 0 48,980
DU PONT E I DE NEMOURS & CO COM cs 263534109 1,106 15,415 SH   SOLE n/a 594 0 14,821
DYAX CORP cs 26746E103 796 78,644 SH   SOLE n/a 34,698 0 43,946
EDUCATION REALTY TRUST INC cs 28140H104 4,392 427,202 SH   SOLE n/a 310,114 0 117,088
ENANTA PHARMACEUTICALS INC cs 29251M106 5,407 136,637 SH   SOLE n/a 99,580 0 37,057
ENPHASE ENERGY INC cs 29355A107 4,040 269,495 SH   SOLE n/a 204,371 0 65,124
EOG RESOURCES INC cs 26875P101 1,850 18,684 SH   SOLE n/a 734 0 17,950
EQUITY LIFESTYLE PROPERTIES cs 29472R108 2,029 47,901 SH   SOLE n/a 36,321 0 11,580
EURONET WORLDWIDE INC cs 298736109 3,552 74,318 SH   SOLE n/a 56,302 0 18,016
EXPEDIA INC cs 30212P303 4,905 55,976 SH   SOLE n/a 5,743 0 50,233
FACEBOOK INC cs 30303M102 6,982 88,340 SH   SOLE n/a 14,121 0 74,219
FIRST TRUST HEALTH CARE ALPH cs 33734X143 310 5,554 SH   SOLE n/a 1,301 0 4,253
FORTINET INC cs 34959E109 6,196 245,247 SH   SOLE n/a 151,521 0 93,726
GENESEE & WYOMING INC-CL A cs 371559105 249 2,612 SH   SOLE n/a 2,206 0 406
GENTHERM INC cs 37253A103 3,658 86,623 SH   SOLE n/a 63,352 0 23,271
GILEAD SCIENCES INC. cs 375558103 6,733 63,246 SH   SOLE n/a 9,116 0 54,130
GOLAR LNG LTD cs G9456A100 288 4,330 SH   SOLE n/a 3,662 0 668
GOOGLE INC CL A cs 38259P508 2,438 4,144 SH   SOLE n/a 382 0 3,762
GOOGLE INC CL C cs 38259P706 2,389 4,138 SH   SOLE n/a 419 0 3,719
GRAPHIC PACKAGING HOLDING CO cs 388689101 9,553 768,534 SH   SOLE n/a 474,388 0 294,146
GREENBRIER COMPANIES cs 393657101 5,509 75,074 SH   SOLE n/a 54,975 0 20,099
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF cs 78355W106 735 9,693 SH   SOLE n/a 0 0 9,693
H&E EQUIPMENT SERVICES INC cs 404030108 2,962 73,539 SH   SOLE n/a 50,561 0 22,978
HALLIBURTON CO cs 406216101 1,452 22,510 SH   SOLE n/a 2,296 0 20,214
HANESBRANDS INC cs 410345102 3,314 30,845 SH   SOLE n/a 3,150 0 27,695
HFF INC-CLASS A cs 40418F108 5,113 176,619 SH   SOLE n/a 133,974 0 42,645
HOME DEPOT, INC. cs 437076102 2,188 23,849 SH   SOLE n/a 962 0 22,887
HONEYWELL INTL INC. cs 438516106 510 5,474 SH   SOLE n/a 211 0 5,263
HORSEHEAD HOLDING CORP cs 440694305 2,877 174,021 SH   SOLE n/a 126,240 0 47,781
HUDSON PACIFIC PROPERTIES IN cs 444097109 3,284 133,186 SH   SOLE n/a 97,124 0 36,062
HUNTSMAN CORP cs 447011107 705 27,123 SH   SOLE n/a 15,094 0 12,029
ICON PLC cs G4705A100 1,770 30,920 SH   SOLE n/a 11,193 0 19,727
INTEGRATED DEVICE TECH INC cs 458118106 6,277 393,552 SH   SOLE n/a 287,090 0 106,462
INTL BUS MACHINES cs 459200101 1,415 7,452 SH   SOLE n/a 327 0 7,125
INTL FLAVORS & FRAGRANCES cs 459506101 672 7,012 SH   SOLE n/a 3,269 0 3,743
INTUIT INC. cs 461202103 2,937 33,505 SH   SOLE n/a 3,066 0 30,439
ISHARES NASDAQ BIOTECHNOLOGY cs 464287556 358 1,310 SH   SOLE n/a 415 0 895
ITT CORP cs 450911201 771 17,155 SH   SOLE n/a 9,494 0 7,661
JETBLUE AIRWAYS CORP cs 477143101 5,169 486,689 SH   SOLE n/a 311,317 0 175,372
JOHNSON & JOHNSON cs 478160104 1,081 10,143 SH   SOLE n/a 389 0 9,754
JONES LANG LASALLE INC cs 48020Q107 3,074 24,330 SH   SOLE n/a 2,517 0 21,813
LAZARD LTD-CL A mlp G54050102 271 5,354 SH   SOLE n/a 3,119 0 2,235
LIFEPOINT HOSPITALS INC cs 53219L109 3,830 55,348 SH   SOLE n/a 41,976 0 13,372
LYONDELLBASELL INDUSTRIES N V SHS - A - cs N53745100 3,497 32,184 SH   SOLE n/a 3,354 0 28,830
MARRIOTT INTERNATIONAL -CL A cs 571903202 4,184 59,863 SH   SOLE n/a 11,120 0 48,743
MEDIVATION, INC. cs 58501N101 4,706 47,601 SH   SOLE n/a 18,535 0 29,066
MICRON TECHNOLOGY INC cs 595112103 6,745 196,880 SH   SOLE n/a 34,322 0 162,558
MICROSOFT CORPORATION cs 594918104 9,765 210,632 SH   SOLE n/a 35,212 0 175,420
MIDDLEBY CORP cs 596278101 687 7,792 SH   SOLE n/a 3,631 0 4,161
MONOLITHIC POWER SYSTEMS INC cs 609839105 5,905 134,058 SH   SOLE n/a 101,584 0 32,474
MSCI INC cs 55354G100 282 5,991 SH   SOLE n/a 2,797 0 3,194
NEXTERA ENERGY INC cs 65339F101 2,461 26,211 SH   SOLE n/a 1,037 0 25,174
ORACLE SYSTEMS CORP cs 68389X105 1,860 48,592 SH   SOLE n/a 1,921 0 46,671
PACIRA PHARMACEUTICALS INC cs 695127100 7,658 79,017 SH   SOLE n/a 49,122 0 29,895
PEBBLEBROOK HOTEL TRUST cs 70509V100 2,400 64,278 SH   SOLE n/a 46,630 0 17,648
PEPSICO INC COM cs 713448108 3,219 34,576 SH   SOLE n/a 3,600 0 30,976
PIONEER NAT RES COM cs 723787107 1,961 9,956 SH   SOLE n/a 389 0 9,567
POLYONE CORPORATION cs 73179P106 4,076 114,553 SH   SOLE n/a 83,109 0 31,444
PRAXAIR INC COM cs 74005P104 1,452 11,252 SH   SOLE n/a 431 0 10,821
RLJ LODGING TRUST cs 74965L101 4,541 159,503 SH   SOLE n/a 101,650 0 57,853
ROYAL CARIBBEAN CRUISES LTD cs V7780T103 4,296 63,843 SH   SOLE n/a 14,016 0 49,827
SALIX PHARMACEUTICALS INC cs 795435106 1,357 8,683 SH   SOLE n/a 4,811 0 3,872
SBA COMMUNICATIONS CORP-CL A cs 78388J106 4,682 42,218 SH   SOLE n/a 4,340 0 37,878
SCHLUMBERGER LTD cs 806857108 1,296 12,746 SH   SOLE n/a 489 0 12,257
SILICON MOTION TECH cs 82706C108 8,887 329,876 SH   SOLE n/a 218,343 0 111,533
SIMON PPTY GROUP INC NEW COM cs 828806109 2,031 12,354 SH   SOLE n/a 491 0 11,863
SPANSION INC-CLASS A cs 84649R200 6,440 282,599 SH   SOLE n/a 206,211 0 76,388
SPECTRUM BRANDS HOLDINGS INC cs 84763R101 4,990 55,125 SH   SOLE n/a 40,233 0 14,892
SPIRIT AIRLINES INC cs 848577102 8,107 117,250 SH   SOLE n/a 85,033 0 32,217
STRATEGIC HOTELS & RESORTS I cs 86272T106 4,919 422,257 SH   SOLE n/a 308,102 0 114,155
TEAM HEALTH HOLDINGS INC cs 87817A107 4,943 85,246 SH   SOLE n/a 64,609 0 20,637
TENET HEALTHCARE NEW cs 88033G407 7,235 121,820 SH   SOLE n/a 73,170 0 48,650
TUTOR PERINI CORP cs 901109108 3,661 138,656 SH   SOLE n/a 102,483 0 36,173
TWITTER INC cs 90184L102 1,560 30,251 SH   SOLE n/a 13,345 0 16,906
UNION PACIFIC CORPORATION COM cs 907818108 4,170 38,458 SH   SOLE n/a 2,952 0 35,506
UNITED PARCEL SERVICE, INC. cs 911312106 759 7,717 SH   SOLE n/a 312 0 7,405
UNITED RENTALS cs 911363109 1,071 9,638 SH   SOLE n/a 373 0 9,265
UNITED TECHNOLOGIES CORP cs 913017109 843 7,979 SH   SOLE n/a 309 0 7,670
US SILICA HOLDINGS INC cs 90346E103 5,924 94,770 SH   SOLE n/a 60,377 0 34,393
VERIFONE SYSTEMS INC cs 92342Y109 6,410 186,438 SH   SOLE n/a 141,402 0 45,036
VIACOM INC-CLASS B cs 92553P201 1,625 21,114 SH   SOLE n/a 765 0 20,349
VISA INC cs 92826C839 978 4,584 SH   SOLE n/a 177 0 4,407
VISTEON CORP cs 92839U206 6,207 63,828 SH   SOLE n/a 48,672 0 15,156
WABTEC CORP cs 929740108 501 6,179 SH   SOLE n/a 2,877 0 3,302
WALT DISNEY CO/THE cs 254687106 2,287 25,687 SH   SOLE n/a 3,388 0 22,299
WASTE CONNECTIONS INC cs 941053100 620 12,783 SH   SOLE n/a 5,940 0 6,843
WEX, INC. cs 96208T104 4,900 44,420 SH   SOLE n/a 35,010 0 9,410