Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Knight Transportation Inc.	11,456,614	$193M	2.1%	$16.82	—	COM	499064103
CPRT	Copart Inc.	6,199,700	$191M	2.1%	$4.25	0.0%	COM	217204106
—	Ultimate Software Group Inc.	1,572,839	$184M	2.0%	$117.29	—	COM	90385D107
—	Life Time Fitness Inc.	3,652,275	$183M	2.0%	$50.11	—	COM	53217R207
MSM	MSC Industrial Direct Co.- A	2,150,561	$167M	1.8%	$80.58	0.0%	CL A	553530106
—	Polypore International Inc.	3,285,990	$132M	1.5%	$40.30	—	COM	73179V103
AAPL	Apple Inc.	333,321	$132M	1.4%	$13.16	0.0%	COM	037833100
L	Loews Corp.	2,677,508	$119M	1.3%	$42.08	0.0%	COM	540424108
—	Vistaprint Ltd.	2,400,767	$119M	1.3%	$49.37	—	COM	N93540107
ALGT	Allegiant Travel Co.	1,075,740	$114M	1.2%	$79.30	0.0%	COM	01748X102
—	Wesco Aircraft Holdings Inc.	5,919,800	$110M	1.2%	$18.57	—	COM	950814103
ICLR	Icon PLC	3,046,144	$108M	1.2%	$32.90	0.0%	SHS	G4705A100
—	Denbury Resources Inc.	5,908,365	$102M	1.1%	$17.32	—	COM	247916208
MSFT	Microsoft Corp.	2,939,125	$101M	1.1%	$26.70	0.0%	COM	594918104
MOS	Mosaic Co/The	1,777,644	$95.66M	1.0%	$46.26	0.0%	COM	61945C103
POWI	Power Integrations Inc.	2,247,356	$91.15M	1.0%	$18.48	0.0%	COM	739276103
MD	Mednax Inc.	993,937	$91.03M	1.0%	$44.76	0.0%	COM	58502B106
—	Waste Connections Inc.	2,185,568	$89.91M	1.0%	$41.14	—	COM	941053100
—	Syntel Inc.	1,361,400	$85.59M	0.9%	$62.87	—	COM	87162H103
—	Dril-Quip, Inc.	909,069	$82.08M	0.9%	$90.29	—	COM	262037104
GGG	Graco Inc.	1,262,269	$79.79M	0.9%	$16.98	0.0%	COM	384109104
—	Blue Nile	2,090,601	$78.98M	0.9%	$37.78	—	COM	09578R103
—	Dealertrack Technologies Inc.	2,207,759	$78.22M	0.9%	$35.43	—	COM	242309102
—	Hibbett Sports Inc.	1,366,166	$75.82M	0.8%	$55.50	—	COM	428567101
MNRO	Monro Muffler Brake Inc.	1,553,131	$74.63M	0.8%	$44.03	0.0%	COM	610236101
HDB	HDFC Bank Ltd. ADR	2,044,958	$74.11M	0.8%	$36.24	—	ADR REPS 3 SHS	40415F101
—	Rue21 Inc.	1,757,082	$73.11M	0.8%	$41.61	—	COM	781295100
—	Seattle Genetics Inc/WA	2,196,501	$69.1M	0.8%	$31.46	—	COM	812578102
IEX	Idex Corp.	1,282,322	$69M	0.8%	$45.08	0.0%	COM	45167R104
TTEK	Tetra Tech Inc.	2,929,176	$68.86M	0.8%	$5.31	0.0%	COM	88162G103
—	Chico's FAS Inc.	4,028,945	$68.73M	0.8%	$17.06	—	COM	168615102
HEI/A	Heico Corp. - Cl A	1,845,380	$68.11M	0.7%	$14.12	0.0%	CL A	422806208
—	RealPage Inc.	3,698,818	$67.84M	0.7%	$18.34	—	COM	75606N109
—	Fusion-io Inc.	4,719,746	$67.21M	0.7%	$14.24	—	COM	36112J107
TSLA	Tesla Motors Inc.	623,995	$67.04M	0.7%	$5.02	0.0%	COM	88160R101
HAL	Halliburton Co Com	1,539,104	$64.21M	0.7%	$33.21	0.0%	COM	406216101
—	NetSuite Inc.	687,957	$63.11M	0.7%	$91.74	—	COM	64118Q107
INTC	Intel Corp.	2,599,278	$62.95M	0.7%	$17.18	0.0%	COM	458140100
IPGP	IPG Photonics Corp.	1,000,751	$60.78M	0.7%	$61.08	0.0%	COM	44980X109
—	IPC The Hospitalist Co Inc.	1,180,103	$60.61M	0.7%	$51.36	—	COM	44984A105
—	Sourcefire Inc.	1,089,892	$60.54M	0.7%	$55.55	—	COM	83616T108
—	Hittite Microwave Corp.	996,953	$57.82M	0.6%	$58.00	—	COM	43365Y104
ENSG	Ensign Group Inc/The	1,638,279	$57.7M	0.6%	$8.41	0.0%	COM	29358P101
ZUMZ	Zumiez Inc.	1,999,141	$57.48M	0.6%	$29.08	0.0%	COM	989817101
EXLS	Exlservice Holdings Inc.	1,915,235	$56.61M	0.6%	$6.12	0.0%	COM	302081104
—	Unum Group	1,905,127	$55.95M	0.6%	$29.37	—	COM	91529y106
—	National Oilwell Varco Inc.	805,787	$55.52M	0.6%	$68.90	—	COM	637071101
—	Gran Tierra Energy Inc.	8,770,240	$52.71M	0.6%	$6.01	—	COM	38500T101
EXAS	Exact Sciences Corp.	3,788,645	$52.7M	0.6%	$10.86	0.0%	COM	30063P105
—	Concur Technologies Inc.	638,032	$51.92M	0.6%	$81.38	—	COM	206708109
BFH	Alliance Data Systems Corp.	284,981	$51.59M	0.6%	$118.19	0.0%	COM	018581108
HLF	Herbalife Ltd.	1,136,313	$51.29M	0.6%	$20.94	0.0%	COM	G4412G101
—	Tangoe Inc.	3,283,593	$50.67M	0.6%	$15.43	—	COM	87582Y108
PRLB	Proto Labs Inc.	778,217	$50.56M	0.6%	$53.72	0.0%	COM	743713109
—	Angie's List Inc.	1,891,255	$50.21M	0.6%	$26.55	—	COM	034754101
HUBG	Hub Group, Inc.	1,378,068	$50.19M	0.6%	$18.55	0.0%	COM	443320106
MET	MetLife Inc.	1,091,327	$49.94M	0.5%	$24.43	0.0%	COM	59156R108
—	Interpublic Group Companies In	3,365,964	$48.98M	0.5%	$9.16	0.0%	COM	460690100
—	ENSCO PLC	829,795	$48.23M	0.5%	$58.12	—	COM	G3157S106
CTSH	Cognizant Technology Solutions	767,257	$48.04M	0.5%	$29.46	0.0%	COM	192446102
GM	General Motors Co.	1,435,283	$47.81M	0.5%	$23.62	0.0%	COM	37045V100
SEIC	SEI Investments Co.	1,659,932	$47.19M	0.5%	$24.76	0.0%	COM	784117103
MMYT	MakeMyTrip Ltd.	3,283,804	$46.86M	0.5%	$13.24	0.0%	SHS	V5633W109
—	Abaxis Inc.	985,875	$46.84M	0.5%	$47.51	—	COM	002567105
—	Innerworkings Inc.	4,209,023	$45.67M	0.5%	$10.85	—	COM	45773Y105
—	Higher One Holdings Inc.	3,911,968	$45.53M	0.5%	$11.64	—	COM	42983D104
TGT	Target Corp.	655,517	$45.14M	0.5%	$47.95	0.0%	COM	87612E106
—	DFC Global Corp	3,249,414	$44.87M	0.5%	$13.81	—	COM	23324T107
AMG	Affiliated Managers Group Inc.	272,065	$44.6M	0.5%	$153.14	0.0%	COM	008252108
—	SciQuest Inc.	1,756,436	$44M	0.5%	$25.05	—	COM	80908T101
—	Medtronic Inc.	832,420	$42.84M	0.5%	$51.47	—	COM	585055106
ORLY	O'Reilly Automotive Inc.	379,472	$42.74M	0.5%	$7.19	0.0%	COM	67103H107
—	Talisman Energy Inc.	3,733,192	$42.67M	0.5%	$11.43	—	COM	87425E103
—	Silicon Graphics International	3,162,518	$42.31M	0.5%	$13.38	—	COM	82706L108
CNA	CNA Financial Corp.	1,293,197	$42.18M	0.5%	$13.70	0.0%	COM	126117100
—	Express Scripts Holdings Co.	677,205	$41.78M	0.5%	$61.69	—	COM	30219G108
—	Outerwall Inc.	704,598	$41.34M	0.5%	$58.67	—	COM	690070107
—	Stantec Inc.	975,008	$41.29M	0.5%	$42.35	—	COM	85472N10
—	Bill Barrett Corp.	2,033,729	$41.12M	0.5%	$20.22	—	COM	06846N104
SLAB	Silicon Laboratories Inc.	985,896	$40.83M	0.4%	$41.29	0.0%	COM	826919102
—	ANSYS Inc.	544,461	$39.8M	0.4%	$73.10	—	COM	03662Q105
—	MWI Veterinary Supply Inc.	319,297	$39.35M	0.4%	$123.24	—	COM	55402X105
ODFL	Old Dominion Freight Line Inc.	944,092	$39.29M	0.4%	$12.89	0.0%	COM	679580100
—	Shutterfly Inc.	701,840	$39.16M	0.4%	$55.79	—	COM	82568P304
—	Techne Corp.	551,752	$38.12M	0.4%	$69.08	—	COM	878377100
—	Portfolio Recovery Associates	245,544	$37.72M	0.4%	$153.63	—	COM	73640Q105
—	ServiceSource International In	3,995,471	$37.24M	0.4%	$9.32	—	COM	81763U100
—	Northern Oil And Gas Inc.	2,681,266	$35.77M	0.4%	$13.34	—	COM	665531109
—	Noble Corp.	945,962	$35.55M	0.4%	$37.58	—	COM	H5833N103
PTEN	Patterson-UTI Energy Inc.	1,821,866	$35.26M	0.4%	$21.83	0.0%	COM	703481101
COP	Conocophillips	566,329	$34.26M	0.4%	$39.96	0.0%	COM	20825C104
—	Zillow Inc.	605,983	$34.12M	0.4%	$56.30	—	COM	98954A107
CACC	Credit Acceptance Corporation	301,308	$31.65M	0.3%	$107.75	0.0%	COM	225310101
JPM	JPMorgan Chase Capital XXIX	595,562	$31.44M	0.3%	$36.24	0.0%	COM	46625H100
LAB	Fluidigm Corp.	1,773,262	$30.96M	0.3%	$17.55	0.0%	COM	34385P108
DE	Deere & Co.	380,485	$30.91M	0.3%	$68.04	0.0%	COM	244199105
POOL	Pool Corp.	581,095	$30.45M	0.3%	$43.50	0.0%	COM	73278L105
—	Questcor Pharmaceuticals Inc.	665,079	$30.23M	0.3%	$45.46	—	COM	74835Y101
WKC	World Fuel Services Corp.	744,740	$29.77M	0.3%	$39.79	0.0%	COM	981475106
LUV	Southwest Airlines Co.	2,299,465	$29.64M	0.3%	$11.86	0.0%	COM	844741108
PSMT	PriceSmart, Inc.	325,519	$28.52M	0.3%	$74.69	0.0%	COM	741511109
QCOM	Qualcomm Inc.	460,289	$28.11M	0.3%	$45.06	0.0%	COM	747525103
PNC	PNC Financial Services Group I	383,913	$28M	0.3%	$47.34	0.0%	COM	693475105
—	Corporate Executive Board Co.	440,593	$27.85M	0.3%	$63.22	—	COM	21988R102
CSCO	Cisco Systems Inc.	1,142,171	$27.77M	0.3%	$15.24	0.0%	COM	17275R102
TYL	Tyler Technologies Inc.	402,124	$27.57M	0.3%	$64.83	0.0%	COM	902252105
—	Spectra Energy Corp.	798,997	$27.53M	0.3%	$34.46	—	COM	847560109
TRV	The Travelers Cos Inc.	344,211	$27.51M	0.3%	$63.44	0.0%	COM	89417E109
—	Spirit Airlines Inc.	847,471	$26.92M	0.3%	$31.77	—	COM	848577102
RSG	Republic Services Inc.	792,857	$26.91M	0.3%	$26.37	0.0%	COM	760759100
—	Aon PLC	413,797	$26.63M	0.3%	$64.35	—	COM	G0408V102
RGP	Resources Connection Inc.	2,280,549	$26.45M	0.3%	$11.26	0.0%	COM	76122Q105
ACTG	Acacia Research Corp.	1,177,293	$26.31M	0.3%	$22.79	0.0%	COM	003881307
NVS	Novartis AG ADR	362,900	$25.66M	0.3%	$70.71	—	SPONSORED ADR	66987V109
—	Marathon Oil Corp.	740,490	$25.61M	0.3%	$34.58	—	COM	565849106
WMT	Wal-Mart Stores Inc.	342,233	$25.49M	0.3%	$19.98	0.0%	COM	931142103
ALL	The Allstate Corp.	529,083	$25.46M	0.3%	$37.12	0.0%	COM	020002101
—	Cempra Inc.	3,166,505	$24.79M	0.3%	$7.83	—	COM	15130J109
—	Aegion Corp.	1,097,409	$24.7M	0.3%	$22.51	—	COM	00770F104
—	Vodafone Group PLC-SP ADR	858,000	$24.66M	0.3%	$28.74	—	SPONS ADR NEW	92857W209
SGMO	Sangamo BioSciences Inc.	3,108,482	$24.28M	0.3%	$8.72	0.0%	COM	800677106
CVS	CVS Caremark Corp.	423,204	$24.2M	0.3%	$41.44	0.0%	COM	126650100
MYGN	Myriad Genetics Inc.	897,369	$24.11M	0.3%	$28.98	0.0%	COM	62855J104
—	CARBO Ceramics	355,391	$23.96M	0.3%	$67.43	—	COM	140781105
GPN	Global Payments Inc.	514,700	$23.84M	0.3%	$22.14	0.0%	COM	37940X102
GS	Goldman Sachs Group Inc.	155,323	$23.49M	0.3%	$120.06	0.0%	COM	38141G104
—	Walgreen Co.	531,146	$23.48M	0.3%	$44.20	—	COM	931422109
BCPC	Balchem Corp.	524,138	$23.45M	0.3%	$41.81	0.0%	COM	057665200
—	ChemoCentryx Inc.	1,645,854	$23.27M	0.3%	$14.14	—	COM	16383L106
TEVA	Teva Pharmaceutical Industries	584,832	$22.93M	0.3%	$39.20	—	ADR	881624209
T	AT&T Inc.	643,019	$22.76M	0.2%	$11.40	0.0%	COM	00206R102
WM	Waste Management Inc.	554,302	$22.36M	0.2%	$30.75	0.0%	COM	94106L109
—	BlackRock Inc.	86,665	$22.26M	0.2%	$256.85	—	COM	09247X101
—	CR Bard Inc.	204,237	$22.2M	0.2%	$108.68	—	COM	067383109
—	ANN INC.	667,419	$22.16M	0.2%	$33.20	—	COM	035623107
—	Yamana Gold Inc.	2,314,022	$22.01M	0.2%	$9.51	—	COM	98462Y100
IRBTQ	Irobot Corp.	550,283	$21.89M	0.2%	$31.24	0.0%	COM	462726100
WY	Weyerhaeuser Co.	757,691	$21.59M	0.2%	$18.73	0.0%	COM	962166104
F	Ford Motor Co.	1,388,214	$21.48M	0.2%	$7.61	0.0%	COM	345370860
—	Ultra Petroleum Corp.	1,080,090	$21.41M	0.2%	$19.82	—	COM	903914109
ADM	Archer-Daniels-Midland Co.	624,211	$21.17M	0.2%	$23.37	0.0%	COM	039483102
DXCM	Dexcom Inc.	942,281	$21.15M	0.2%	$4.79	0.0%	COM	252131107
—	Wellpoint Inc.	256,774	$21.01M	0.2%	$81.84	—	COM	94973V107
HP	Helmerich & Payne Inc.	328,352	$20.51M	0.2%	$61.57	0.0%	COM	423452101
NEE	NextEra Energy Inc.	251,167	$20.46M	0.2%	$14.15	0.0%	COM	65339F101
—	Anadarko Petroleum Corp.	236,627	$20.33M	0.2%	$85.93	—	COM	032511107
AEO	American Eagle Outfitters Inc.	1,104,900	$20.18M	0.2%	$13.32	0.0%	COM	02553E106
MRK	Merck & Co Inc/NJ	433,925	$20.16M	0.2%	$30.02	0.0%	COM	58933Y105
AWK	American Water Works Co Inc.	486,952	$20.08M	0.2%	$31.82	0.0%	COM	030420103
ORCL	Oracle Corp.	646,599	$19.86M	0.2%	$27.58	0.0%	COM	68389X105
MRSH	Marsh & McLennan Companies Inc	496,148	$19.81M	0.2%	$31.19	0.0%	COM	571748102
—	Johnson Controls Inc.	552,926	$19.79M	0.2%	$35.79	—	COM	478366107
CF	CF Industries Holdings Inc.	115,000	$19.72M	0.2%	$26.73	0.0%	COM	125269100
—	Convergys Corp.	1,130,342	$19.7M	0.2%	$17.43	—	COM	212485106
CHKP	Check Point Software Technolog	394,343	$19.59M	0.2%	$48.11	0.0%	ORD	M22465104
—	Energen Corp	373,243	$19.51M	0.2%	$52.26	—	COM	29265N108
CRVL	CorVel Corp.	664,600	$19.45M	0.2%	$8.56	0.0%	COM	221006109
MCK	McKesson Corp.	169,830	$19.45M	0.2%	$101.46	0.0%	COM	58155Q103
—	Harris Corp.	394,143	$19.41M	0.2%	$49.25	—	COM	413875105
DUK	Duke Energy Corp.	281,802	$19.02M	0.2%	$41.83	0.0%	COM	26441C204
SYY	Sysco Corp.	556,696	$19.02M	0.2%	$24.40	0.0%	COM	871829107
—	Interactive Intelligence Inc.	365,139	$18.84M	0.2%	$51.60	—	COM	45841V109
—	Unit Corp.	436,239	$18.57M	0.2%	$42.58	—	COM	909218109
PFE	Pfizer Inc.	662,002	$18.54M	0.2%	$16.46	0.0%	COM	717081103
C	Citigroup Inc.	380,000	$18.23M	0.2%	$35.76	0.0%	COM	172967424
—	First Cash Financial Services	364,265	$17.93M	0.2%	$49.21	—	COM	31942D107
ZBH	Zimmer Holdings Inc.	237,283	$17.78M	0.2%	$67.30	0.0%	COM	98956P102
FDS	FactSet Research Systems Inc.	171,346	$17.47M	0.2%	$83.78	0.0%	COM	303075105
—	Domtar Corp.	256,800	$17.08M	0.2%	$66.50	—	COM	257559203
KMB	Kimberly-Clark Corp.	174,539	$16.95M	0.2%	$63.06	0.0%	COM	494368103
NTRS	Northern Trust Corp.	290,532	$16.82M	0.2%	$40.35	0.0%	COM	665859104
—	Swift Energy Co.	1,402,539	$16.82M	0.2%	$11.99	—	COM	870738101
—	L-3 Communications Holdings	192,986	$16.55M	0.2%	$85.74	—	COM	502424104
—	Gordmans Stores Inc.	1,168,694	$15.91M	0.2%	$13.61	—	COM	38269P100
—	Raytheon Co.	239,990	$15.87M	0.2%	$66.12	—	COM	755111507
—	Pep Boys-Manny Moe & Jack	1,356,085	$15.7M	0.2%	$11.58	—	COM	713278109
EPI	WisdomTree India Earnings Fund	940,828	$15.24M	0.2%	$16.20	—	INDIA ERNGS FD	97717W422
EMR	Emerson Electric Co.	275,016	$15M	0.2%	$40.02	0.0%	COM	291011104
SYK	Stryker Corp.	229,100	$14.82M	0.2%	$56.92	0.0%	COM	863667101
CVX	Chevron Corp.	123,841	$14.65M	0.2%	$71.30	0.0%	COM	166764100
—	Carlyle Group LP/The	568,712	$14.62M	0.2%	$25.70	—	COM	14309L102
TBRG	Computer Programs & Systems In	289,796	$14.24M	0.2%	$40.99	0.0%	COM	205306103
M	Macy's Inc.	286,298	$13.74M	0.2%	$46.44	0.0%	COM	55616P104
ABT	Abbott Laboratories	375,301	$13.09M	0.1%	$28.85	0.0%	COM	002824100
WMB	Williams Cos Inc.	401,872	$13.05M	0.1%	$18.03	0.0%	COM	969457100
EW	Edwards Lifesciences Corp.	190,141	$12.78M	0.1%	$11.84	0.0%	COM	28176E108
PH	Parker Hannifin Corp.	132,729	$12.66M	0.1%	$75.97	0.0%	COM	701094104
—	Rockwell Collins Inc.	199,116	$12.63M	0.1%	$63.41	—	COM	774341101
LOW	Lowe's Companies Inc.	308,652	$12.62M	0.1%	$32.16	0.0%	COM	548661107
—	Envestnet Inc.	510,828	$12.57M	0.1%	$24.60	—	COM	29404K106
SPSC	SPS Commerce Inc.	220,925	$12.15M	0.1%	$24.15	0.0%	COM	78463M107
—	Skechers USA	502,567	$12.07M	0.1%	$24.01	—	COM	830566105
FC	Franklin Covey Co.	861,835	$11.6M	0.1%	$13.87	0.0%	COM	353469109
—	Bio-Reference Labs Inc.	391,983	$11.27M	0.1%	$28.75	—	COM	09057G602
ECPG	Encore Capital Group Inc.	338,303	$11.2M	0.1%	$31.92	0.0%	COM	292554102
ABR	Arbor Realty Trust Inc.	1,722,465	$10.82M	0.1%	$6.28	—	COM	038923108
EBAY	eBay Inc.	208,871	$10.8M	0.1%	$20.18	0.0%	COM	278642103
RUSHB	Rush Enterprises Inc. - Cl B	469,296	$10.1M	0.1%	$8.52	0.0%	CL B	781846308
VRTS	Virtus Investment Partners Inc	55,314	$9.75M	0.1%	$153.26	0.0%	COM	92828Q109
—	MFA Financial Inc.	1,131,206	$9.559M	0.1%	$8.45	—	COM	55272X102
OXY	Occidental Petroleum Corp.	106,214	$9.477M	0.1%	$57.83	0.0%	COM	674599105
—	IHS Inc.	88,853	$9.274M	0.1%	$104.37	—	COM	451734107
JNJ	Johnson & Johnson	107,085	$9.194M	0.1%	$59.66	0.0%	COM	478160104
—	Kraft Foods Group Inc.	164,394	$9.185M	0.1%	$55.87	—	COM	50076Q106
MCHP	Microchip Technology Inc.	246,511	$9.183M	0.1%	$13.83	0.0%	COM	595017104
COF	Capital One Financial Corp.	141,130	$8.864M	0.1%	$47.00	0.0%	COM	14040H105
—	Comstock Resources Inc.	560,156	$8.811M	0.1%	$15.73	—	COM	205768203
MRTN	Marten Transport Ltd.	551,914	$8.649M	0.1%	$4.79	0.0%	COM	573075108
—	Covance Inc.	112,721	$8.583M	0.1%	$76.14	—	COM	222816100
SAIA	Saia Inc.	280,728	$8.413M	0.1%	$28.44	0.0%	COM	78709Y105
—	Barrick Gold Corp.	533,530	$8.398M	0.1%	$15.74	—	COM	067901108
—	Potash Corp. of Saskatchewan I	214,292	$8.171M	0.1%	$38.13	—	COM	73755L107
ATRC	Atricure Inc.	854,099	$8.114M	0.1%	$8.71	0.0%	COM	04963C209
EPAM	EPAM Systems Inc.	297,955	$8.098M	0.1%	$23.63	0.0%	COM	29414B104
—	IntercontinentalExchange Inc.	45,061	$8.01M	0.1%	$177.76	—	COM	45865V100
—	Body Central Corp.	595,700	$7.935M	0.1%	$13.32	—	COM	09689U102
—	Cardiovascular Systems Inc.	364,443	$7.726M	0.1%	$21.20	—	COM	141619106
—	BofI Holding Inc.	168,571	$7.724M	0.1%	$45.82	—	COM	05566U108
—	Waddell & Reed Financial	176,388	$7.673M	0.1%	$43.50	—	COM	930059100
APH	Amphenol Corp.- Cl A	97,657	$7.611M	0.1%	$8.50	0.0%	CL A	032095101
MA	Mastercard Inc.	12,994	$7.465M	0.1%	$51.54	0.0%	COM	57636Q104
—	Tristate Capital Holdings Inc.	541,594	$7.447M	0.1%	$13.75	—	COM	89678F100
V	Visa Inc.	40,630	$7.425M	0.1%	$40.02	0.0%	COM	92826C839
—	NuVasive Inc.	295,082	$7.315M	0.1%	$24.79	—	COM	670704105
—	Google Inc. Cl. A	8,139	$7.165M	0.1%	$880.33	—	CL A	38259P508
DXPE	DXP Enterprises Inc.	107,184	$7.138M	0.1%	$64.23	0.0%	COM	233377407
—	Ebix Inc.	761,135	$7.048M	0.1%	$9.26	—	COM	278715206
PB	Prosperity Bancshares Inc.	135,487	$7.017M	0.1%	$34.46	0.0%	COM	743606105
SBNY	Signature Bank	83,616	$6.942M	0.1%	$83.02	—	COM	82669G104
—	Fleetmatics Group Ltd.	194,097	$6.45M	0.1%	$33.23	—	COM	G35569105
LKQ	LKQ Corp.	244,808	$6.304M	0.1%	$21.42	0.0%	COM	501889208
—	Energizer Holdings Inc.	62,276	$6.259M	0.1%	$100.50	—	COM	29266R108
—	Black Diamond Inc.	648,328	$6.094M	0.1%	$9.40	—	COM	09202G101
—	Catamaran Corp.	124,752	$6.078M	0.1%	$48.72	—	COM	148887102
RM	Regional Management Corp.	239,320	$5.983M	0.1%	$18.93	0.0%	COM	75902K106
CBU	Community Bank System Inc.	193,896	$5.982M	0.1%	$19.67	0.0%	COM	203607106
—	Core Laboratories NV	39,166	$5.94M	0.1%	$151.66	—	COM	N22717107
ESPR	Esperion Therapeutics Inc.	420,453	$5.928M	0.1%	$14.20	0.0%	COM	29664W105
—	Intevac Inc.	1,044,716	$5.913M	0.1%	$5.66	—	COM	461148108
USNA	USANA Inc.	81,610	$5.907M	0.1%	$30.39	0.0%	COM	90328M107
—	CAI International Inc.	248,397	$5.855M	0.1%	$23.57	—	COM	12477X106
—	Ellie Mae, Inc.	251,912	$5.814M	0.1%	$23.08	—	COM	28849P100
—	Ritchie Bros Auctioneers Inc.	299,512	$5.757M	0.1%	$19.22	—	COM	767744105
HURN	Huron Consulting Group Inc.	122,270	$5.654M	0.1%	$42.58	0.0%	COM	447462102
AMZN	Amazon.com Inc.	20,353	$5.652M	0.1%	$13.32	0.0%	COM	023135106
—	Vocera Communications Inc.	384,205	$5.648M	0.1%	$14.70	—	COM	92857F107
JBHT	Hunt (JB) Transport Services I	77,645	$5.609M	0.1%	$64.12	0.0%	COM	445658107
—	Exa Corp.	535,669	$5.517M	0.1%	$10.30	—	COM	300614500
—	Northstar Realty Finance Corp.	602,000	$5.478M	0.1%	$9.10	—	COM	66704R100
WT	WisdomTree Investments Inc.	472,500	$5.467M	0.1%	$11.69	0.0%	COM	97717P104
—	O2Micro International Ltd. - A	1,641,419	$5.417M	0.1%	$3.30	—	SPONS ADR	67107W100
—	E2open Inc.	308,052	$5.391M	0.1%	$17.50	—	COM	29788A104
—	ORBCOMM Inc.	1,149,576	$5.162M	0.1%	$4.49	—	COM	68555P100
AMP	Ameriprise Financial Inc.	63,300	$5.12M	0.1%	$59.57	0.0%	COM	03076C106
—	Tim Hortons Inc.	94,505	$5.116M	0.1%	$54.13	—	COM	88706M103
—	Novadaq Technologies Inc.	377,775	$5.085M	0.1%	$13.46	—	COM	66987G102
—	Heritage-Crystal Clean Inc.	347,031	$5.07M	0.1%	$14.61	—	COM	42726M106
DAR	Darling International Inc.	269,300	$5.025M	0.1%	$18.50	0.0%	COM	237266101
DORM	Dorman Products Inc.	108,633	$4.957M	0.1%	$41.59	0.0%	COM	258278100
—	SodaStream International Ltd.	66,737	$4.848M	0.1%	$72.64	—	USD SHS	M9068E105
FN	Fabrinet	342,132	$4.79M	0.1%	$14.02	0.0%	COM	G3323L100
—	DIRECTV	77,000	$4.745M	0.1%	$61.62	—	COM	25490A309
ROST	Ross Stores Inc.	73,065	$4.735M	0.1%	$28.26	0.0%	COM	778296103
RLI	RLI Corp.	61,311	$4.685M	0.1%	$11.16	0.0%	COM	749607107
HSTM	HealthStream Inc.	183,392	$4.643M	0.1%	$24.13	0.0%	COM	42222N103
—	Akorn Inc.	343,454	$4.643M	0.1%	$13.52	—	COM	009728106
—	Colony Financial Inc.	228,491	$4.545M	0.0%	$19.89	—	COM	19624R106
—	inContact Inc.	548,454	$4.508M	0.0%	$8.22	—	COM	45336E109
—	PROS Holdings Inc.	143,822	$4.307M	0.0%	$29.95	—	COM	74346Y103
TROW	T. Rowe Price Group Inc.	58,538	$4.282M	0.0%	$47.69	0.0%	COM	74144T108
—	Select Comfort Corp.	167,504	$4.198M	0.0%	$25.06	—	COM	81616X103
—	Xilinx Inc.	98,400	$3.898M	0.0%	$39.61	—	COM	983919101
MXL	MaxLinear Inc.	539,247	$3.775M	0.0%	$6.31	0.0%	COM	57776J100
—	SandRidge Energy Inc.	788,874	$3.755M	0.0%	$4.76	—	COM	80007P307
—	PetSmart Inc.	55,800	$3.738M	0.0%	$66.99	—	COM	716768106
—	St. Jude Medical Inc.	79,220	$3.615M	0.0%	$45.63	—	COM	790849103
—	Flotek Industries Inc.	198,814	$3.567M	0.0%	$17.94	—	COM	343389102
—	American Capital Mortgage Inve	197,600	$3.551M	0.0%	$17.97	—	COM	02504A104
—	Riverbed Technology Inc.	227,846	$3.545M	0.0%	$15.56	—	COM	768573107
EXPD	Expeditors Intl. of Washington	92,507	$3.516M	0.0%	$31.69	0.0%	COM	302130109
TDG	TransDigm Group Inc.	21,528	$3.375M	0.0%	$70.58	0.0%	COM	893641100
—	BBCN Bancorp Inc.	233,823	$3.325M	0.0%	$14.22	—	COM	073295107
—	Beacon Roofing Supply Inc.	85,468	$3.238M	0.0%	$37.89	—	COM	073685109
NRC	National Research Corp.	172,088	$3.098M	0.0%	$15.97	0.0%	COM	637372202
FMC	FMC Corp.	49,740	$3.037M	0.0%	$40.72	0.0%	COM	302491303
NVEC	NVE Corp.	64,239	$3.008M	0.0%	$51.50	0.0%	COM	629445206
—	Triangle Petroleum Corp.	421,700	$2.956M	0.0%	$7.01	—	COM	89600B201
NYT	New York Times Co/The	259,800	$2.873M	0.0%	$8.72	0.0%	COM	650111107
TSM	Taiwan Semiconductor SP ADR	155,621	$2.851M	0.0%	$18.32	—	SPONSORED ADR	874039100
—	American Apparel Inc.	1,428,118	$2.742M	0.0%	$1.92	—	COM	023850100
—	Valeant Pharmaceuticals Intl.	31,100	$2.677M	0.0%	$86.08	—	COM	91911K102
—	Activision Blizzard Inc.	184,592	$2.632M	0.0%	$14.26	—	COM	00507V109
DHIL	Diamond Hill Investment Group	30,661	$2.608M	0.0%	$41.91	0.0%	COM	25264R207
—	Mindray Medical International	69,200	$2.592M	0.0%	$37.46	—	SPON ADR	602675100
IBM	Int'l Business Machines Corp.	13,300	$2.542M	0.0%	$118.94	0.0%	COM	459200101
STWD	Starwood Property Trust Inc.	101,000	$2.5M	0.0%	$24.75	—	COM	85571B105
—	Volterra Semiconductor Corp.	175,982	$2.485M	0.0%	$14.12	—	COM	928708106
—	Priceline.com Inc.	3,000	$2.481M	0.0%	$827.00	—	COM	741503403
—	Capitalsource Inc.	262,556	$2.463M	0.0%	$9.38	—	COM	14055X102
—	Laboratory Corp. of America Ho	24,400	$2.442M	0.0%	$100.08	—	COM	50540R409
—	CafePress Inc.	382,356	$2.397M	0.0%	$6.27	—	COM	12769A103
—	KKR Financial Holdings LLC	226,800	$2.393M	0.0%	$10.55	—	COM	48248A306
—	Powershares Dynamic Pharmaceut	55,600	$2.35M	0.0%	$42.27	—	DYN PHRMA PORT	73935X799
—	Cardica Inc.	2,102,839	$2.334M	0.0%	$1.11	—	COM	14141R101
CSTE	Caesar Stone Sdot Yam Ltd.	82,000	$2.233M	0.0%	$23.27	0.0%	ORD SHS	M20598104
—	LifeLock Inc.	187,733	$2.198M	0.0%	$11.71	—	COM	53224V100
CHRW	CH Robinson Worldwide Inc.	38,412	$2.163M	0.0%	$42.72	0.0%	COM	12541W209
—	Nuance Communications Inc.	115,000	$2.114M	0.0%	$18.38	—	COM	67020Y100
—	Linear Technology Corp.	54,081	$1.992M	0.0%	$36.83	—	COM	535678106
MKTX	MarketAxess Holdings Inc.	41,092	$1.921M	0.0%	$38.12	0.0%	COM	57060D108
—	athenahealth Inc.	22,500	$1.906M	0.0%	$84.71	—	COM	04685W103
URBN	Urban Outfitters Inc.	47,122	$1.895M	0.0%	$41.26	0.0%	COM	917047102
THRM	Gentherm Inc.	99,000	$1.838M	0.0%	$16.91	0.0%	COM	37253A103
—	Horizon Pharma Inc.	741,611	$1.824M	0.0%	$2.46	—	COM	44047T109
—	Infinera Corp.	170,405	$1.818M	0.0%	$10.67	—	COM	45667G103
—	Move, Inc.	140,000	$1.795M	0.0%	$12.82	—	COM	62458M207
FFIV	F5 Networks Inc.	25,814	$1.776M	0.0%	$76.95	0.0%	COM	315616102
—	Vitran Corp. Inc.	270,204	$1.767M	0.0%	$6.54	—	COM	92850E107
LAD	Lithia Motors Inc. - Cl A	33,000	$1.759M	0.0%	$50.23	0.0%	CL A	536797103
ALGN	Align Technology	47,156	$1.747M	0.0%	$34.47	0.0%	COM	016255101
—	GNC Holdings Inc.	39,489	$1.746M	0.0%	$44.21	—	COM	36191G107
—	Perficient Inc.	130,000	$1.734M	0.0%	$13.34	—	COM	71375U101
BAP	Credicorp Ltd.	13,515	$1.729M	0.0%	$104.41	0.0%	COM	G2519Y108
—	Bravo Brio Restaurant Group In	91,000	$1.622M	0.0%	$17.82	—	COM	10567B109
—	Amyris Inc.	552,446	$1.597M	0.0%	$2.89	—	COM	03236M101
—	Rochester Medical Corp.	102,613	$1.511M	0.0%	$14.73	—	COM	771497104
—	Emerald Oil Inc.	220,000	$1.509M	0.0%	$6.86	—	COM	29101U209
TREX	Trex Company Inc.	31,203	$1.482M	0.0%	$6.43	0.0%	COM	89531P105
CHEF	Chefs' Warehouse Inc/The	86,000	$1.479M	0.0%	$18.53	0.0%	COM	163086101
CVU	CPI Aerostructures Inc.	135,000	$1.465M	0.0%	$9.36	0.0%	COM	125919308
—	Proofpoint Inc.	60,000	$1.454M	0.0%	$24.23	—	COM	743424103
—	Arctic Cat Inc.	32,000	$1.439M	0.0%	$44.97	—	COM	039670104
CWGL	Crimson Wine Group Ltd.	165,000	$1.405M	0.0%	$8.92	0.0%	COM	22662X100
MCD	McDonald's Corp.	13,570	$1.343M	0.0%	$71.80	0.0%	COM	580135101
—	First of Long Island Corp.	40,000	$1.328M	0.0%	$33.20	—	COM	320734106
—	The Blackstone Group LP	62,400	$1.314M	0.0%	$21.06	—	COM	09253U108
—	Capstead Mortgage Corp.	108,000	$1.307M	0.0%	$12.10	—	COM	14067E506
—	Hatteras Financial Corp.	51,900	$1.279M	0.0%	$24.64	—	COM	41902R103
—	Rackspace Hosting Inc.	33,051	$1.252M	0.0%	$37.88	—	COM	750086100
—	QLIK Technologies Inc.	43,409	$1.227M	0.0%	$28.27	—	COM	74733T105
—	Navigant Consulting Inc.	100,000	$1.2M	0.0%	$12.00	—	COM	63935N107
—	Echo Global Logistics Inc.	60,505	$1.179M	0.0%	$19.49	—	COM	27875T101
CHE	Chemed Corp.	16,240	$1.176M	0.0%	$68.92	0.0%	COM	16359R103
—	MetroCorp Bancshares Inc.	120,000	$1.171M	0.0%	$9.76	—	COM	591650106
GWW	WW Grainger Inc.	4,530	$1.142M	0.0%	$201.89	0.0%	COM	384802104
EGBN	Eagle Bancorp Inc.	50,600	$1.132M	0.0%	$16.56	0.0%	COM	268948106
—	IntraLinks Holdings Inc.	155,000	$1.125M	0.0%	$7.26	—	COM	46118H104
EBF	Ennis Inc.	63,300	$1.094M	0.0%	$7.32	0.0%	COM	293389102
—	ProShares VIX Short-Term Futur	19,100	$1.066M	0.0%	$55.81	—	VIX STRMFUT ETF	74347W361
—	Beneficial Mutual Bancorp Inc.	125,000	$1.05M	0.0%	$8.40	—	COM	08173R104
—	Solta Medical Inc.	450,000	$1.026M	0.0%	$2.28	—	COM	83438K103
—	Haynes International Inc.	21,000	$1.005M	0.0%	$47.86	—	COM	420877201
—	Selway Capital Acquisition Cor	148,544	$984K	0.0%	$6.62	—	COM	81661A404
—	NII Holdings Inc.	143,451	$957K	0.0%	$6.67	—	COM	62913F201
—	ShoreTel Inc.	235,000	$947K	0.0%	$4.03	—	COM	825211105
—	Tecumseh Products Co.	83,800	$916K	0.0%	$10.93	—	COM	878895200
—	Chembio Diagnostics Inc.	180,000	$900K	0.0%	$5.00	—	COM	163572209
—	Endocyte Inc.	64,242	$843K	0.0%	$13.12	—	COM	29269A102
—	Clicksoftware Technologies Ltd	100,000	$834K	0.0%	$8.34	—	ORD	M25082104
CEVA	Ceva Inc.	40,000	$774K	0.0%	$16.13	0.0%	COM	157210105
—	Approach Resources Inc.	29,329	$721K	0.0%	$24.58	—	COM	03834A103
—	STR Holdings Inc.	316,793	$719K	0.0%	$2.27	—	COM	78478V100
—	Ocean Shore Holding Co.	49,455	$683K	0.0%	$13.81	—	COM	67501R103
—	OncoGenex Pharmaceutical Inc.	68,320	$670K	0.0%	$9.81	—	COM	68230A106
—	Vocus Inc.	58,925	$620K	0.0%	$10.52	—	COM	92858J108
—	Health Insurance Innovations I	55,000	$579K	0.0%	$10.53	—	COM	42225k106
AGX	Argan Inc.	32,300	$504K	0.0%	$11.86	0.0%	COM	04010E109
—	Alliance Fiber Optic Products	20,000	$400K	0.0%	$20.00	—	COM	018680306
—	Millennial Media Inc.	44,488	$387K	0.0%	$8.70	—	COM	60040N105
—	BHP Billiton PLCADR	7,404	$380K	0.0%	$51.32	—	SPONSORED ADR	05545E209
OIS	Oil States International Inc.	3,569	$331K	0.0%	$51.03	0.0%	COM	678026105
SSTK	Shutterstock Inc.	5,041	$281K	0.0%	$45.87	0.0%	COM	825690100