Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ULTA	Ulta Salon, Cosmetics & Fragra	22,420	$2.649M	1.7%	$90.08	+10.3%	COM	90384S303
—	Symantec Corp.	103,694	$2.438M	1.6%	$20.03	—	COM	871503108
—	Conversant, Inc.	70,869	$2.427M	1.6%	$34.25	—	COM	21249J105
JBHT	JB Hunt Transport Services Inc	32,101	$2.377M	1.6%	$65.92	+3.2%	COM	445658107
ENB	Enbridge Inc.	49,348	$2.363M	1.6%	$22.82	+15.7%	COM	29250N105
SNA	Snap-on Inc.	19,455	$2.356M	1.5%	$79.47	+19.5%	COM	833034101
REGN	Regeneron Pharmaceuticals, Inc	6,490	$2.34M	1.5%	$286.73	+16.2%	COM	75886F107
M	Macy's, Inc.	40,137	$2.335M	1.5%	$55.65	+6.5%	COM	55616P104
—	Brocade Communications Systems	212,709	$2.312M	1.5%	$10.87	—	COM	111621306
EBAY	Ebay, Inc.	40,398	$2.288M	1.5%	$19.80	-0.0%	COM	278642103
—	Scripps Networks Interactive,	28,713	$2.242M	1.5%	$70.08	—	COM	811065101
EL	Estee Lauder Corp.	29,181	$2.18M	1.4%	$58.40	+11.5%	COM	518439104
NVO	Novo Nordisk A/S	45,517	$2.168M	1.4%	$75.99	—	COM	670100205
CAKE	Cheesecake Factory	47,552	$2.164M	1.4%	$36.84	-3.3%	COM	163072101
RPM	RPM International Inc	45,547	$2.085M	1.4%	$32.32	+41.9%	COM	749685103
DPZ	Domino's Pizza, Inc.	26,769	$2.06M	1.4%	$65.66	0.0%	COM	25754A201
VMI	Valmont Industries, Inc.	15,193	$2.05M	1.3%	$146.01	-1.7%	COM	920253101
PII	Polaris Industries, Inc.	13,636	$2.043M	1.3%	$134.45	+7.5%	COM	731068102
—	Cooper Co.	13,079	$2.037M	1.3%	$123.90	—	COM	216648402
IPGP	IPG Photonics Corp	29,574	$2.034M	1.3%	$62.11	+8.5%	COM	44980X109
CACC	Credit Acceptance Corp.	16,111	$2.031M	1.3%	$122.56	0.0%	COM	225310101
MTZ	Mastec Inc.	65,794	$2.015M	1.3%	$31.73	-6.3%	COM	576323109
SPG	Simon Debartolo Group Inc.	12,241	$2.013M	1.3%	$84.68	+14.4%	COM	828806109
TRMB	Trimble Navigation Limited	65,822	$2.008M	1.3%	$27.84	+16.7%	COM	896239100
—	Express Scripts Holding Compan	28,382	$2.005M	1.3%	$70.64	—	COM	30219G108
APAM	Artisan Partners Asset Managem	37,645	$1.959M	1.3%	$18.84	0.0%	COM	04316A108
—	IHS Inc.	15,451	$1.934M	1.3%	$106.39	—	COM	451734107
—	Jarden Corp.	31,461	$1.891M	1.2%	$46.32	—	COM	471109108
PCAR	Paccar Inc	32,780	$1.864M	1.2%	$21.67	+24.9%	COM	693718108
TRN	Trinity Industries	38,644	$1.805M	1.2%	$16.44	+43.5%	COM	896522109
CMG	Chipotle Mexican Grill, Inc.	2,687	$1.791M	1.2%	$7.18	+82.4%	COM	169656105
SWKS	Skyworks Solutions Inc.	30,672	$1.781M	1.2%	$26.46	+61.6%	COM	83088M102
—	Sirona Dental Systems Inc.	23,211	$1.78M	1.2%	$74.79	—	COM	82966C103
—	Inland Real Estate Corp	178,734	$1.771M	1.2%	$10.37	—	COM	457461200
BWA	BorgWarner Inc.	33,264	$1.75M	1.1%	$39.13	+18.4%	COM	099724106
—	Krispy Kreme Doughnuts, Inc.	101,695	$1.745M	1.1%	$17.62	—	COM	501014104
EVTC	EVERTEC, Inc.	78,016	$1.743M	1.1%	$20.50	-0.7%	COM	30040P103
—	Synchronoss Technologies, Inc.	37,913	$1.736M	1.1%	$34.74	—	COM	87157B103
ROST	Ross Stores Inc.	22,665	$1.713M	1.1%	$31.13	0.0%	COM	778296103
—	Bed Bath & Beyond Inc.	25,957	$1.709M	1.1%	$68.34	—	COM	075896100
HXL	Hexcel Corp.	42,123	$1.672M	1.1%	$43.58	-9.5%	COM	428291108
PB	Prosperity Bancshares	28,927	$1.654M	1.1%	$34.55	+26.7%	COM	743606105
—	Priceline.com Inc	1,402	$1.624M	1.1%	$855.33	—	COM	741503403
—	Riverbed Technology Inc	86,250	$1.6M	1.1%	$15.89	—	COM	768573107
PAYX	Paychex Inc	35,702	$1.578M	1.0%	$29.47	+0.9%	COM	704326107
EMN	Eastman Chemical	19,486	$1.576M	1.0%	$50.92	+14.8%	COM	277432100
—	Drew Industries Incorporated	37,044	$1.563M	1.0%	$42.19	—	COM	26168L205
AKAM	Akamai Technologies, Inc.	26,128	$1.562M	1.0%	$50.30	+19.5%	COM	00971T101
—	IPC The Hospitalist Company, I	33,955	$1.521M	1.0%	$52.60	—	COM	44984A105
GNTX	Gentex Corp	56,609	$1.515M	1.0%	$11.42	+27.3%	COM	371901109
—	Core Laboratories	10,339	$1.513M	1.0%	$153.48	—	COM	N22717107
SXT	Sensient Technologies	28,406	$1.487M	1.0%	$39.63	+37.5%	COM	81725T100
—	Tupperware	20,739	$1.432M	0.9%	$80.53	—	COM	899896104
—	Meridian Bioscience, Inc	80,847	$1.43M	0.9%	$22.49	—	COM	589584101
—	Hancock Bank Opportunity Fund	64,281	$1.428M	0.9%	$22.87	—	COM	409735206
—	Whiting Petroleum Corp	18,381	$1.425M	0.9%	$49.17	—	COM	966387102
—	Panera Bread Company	8,658	$1.409M	0.9%	$162.74	—	COM	69840W108
—	Portfolio Recovery Associates	26,878	$1.404M	0.9%	$52.24	—	COM	73640Q105
WU	Western Union Company	86,804	$1.392M	0.9%	$17.04	—	COM	959802109
—	Wyndham Worldwide Corporation	17,076	$1.388M	0.9%	$81.28	—	COM	98310W108
MMS	MAXIMUS, Inc.	34,585	$1.388M	0.9%	$41.38	0.0%	COM	577933104
—	Coach Inc	37,541	$1.337M	0.9%	$56.07	—	COM	189754104
MLCO	Melco Crown Entertainment Limi	50,043	$1.316M	0.9%	$26.30	—	COM	585464100
—	CA Inc	46,838	$1.309M	0.9%	$28.37	—	COM	12673P105
DKS	Dicks Sporting Good Inc	29,557	$1.297M	0.9%	$37.13	-10.2%	COM	253393102
SKT	Tanger Factory Outlet Ctr	39,301	$1.286M	0.8%	$33.49	—	COM	875465106
—	Perficient Inc.	83,305	$1.249M	0.8%	$14.99	—	COM	71375U101
LECO	Lincoln Electric Holdings	17,533	$1.212M	0.8%	$56.04	+24.2%	COM	533900106
—	Regal Entertainment Group	58,687	$1.167M	0.8%	$18.86	—	COM	758766109
CVLT	CommVault Systems, Inc.	22,842	$1.151M	0.8%	$65.58	-21.5%	COM	204166102
—	Allied World Assurance Company	29,784	$1.097M	0.7%	$56.19	—	COM	H01531104
MPT	Medical Properties Trust Inc	88,747	$1.088M	0.7%	$13.86	—	COM	58463J304
—	Multimedia Games Holding Compa	30,210	$1.088M	0.7%	$36.01	—	COM	625453105
—	Stericycle Inc	9,321	$1.086M	0.7%	$113.60	—	COM	858912108
LOPE	Grand Canyon Education Inc	26,623	$1.085M	0.7%	$28.81	+51.0%	COM	38526M106
—	Citrix Systems Inc.	15,120	$1.079M	0.7%	$57.82	—	COM	177376100
CMI	Cummins Inc.	8,120	$1.072M	0.7%	$81.53	+30.1%	COM	231021106
ALB	Albemarle Corp	17,949	$1.057M	0.7%	$52.08	+5.4%	COM	012653101
PRGO	Perrigo	7,028	$1.056M	0.7%	$157.83	-5.5%	COM	G97822103
CE	Celanese Corp	17,733	$1.038M	0.7%	$37.17	+33.3%	COM	150870103
—	Lorillard Inc.	16,705	$1.001M	0.7%	$44.26	—	COM	544147101
CNMD	Conmed Corp.	26,158	$964K	0.6%	$29.34	+18.4%	COM	207410101
ICE	Intercontinental Exchange Inc	4,919	$959K	0.6%	$35.28	-6.0%	COM	45866F104
MG	Mistras Group, Inc.	46,866	$956K	0.6%	$20.50	+6.5%	COM	60649T107
EG	Everest Re Group Ltd.	5,885	$953K	0.6%	$100.69	+26.4%	COM	G3223R108
CTSH	Cognizant Tech	20,768	$930K	0.6%	$36.19	+15.3%	COM	192446102
LAD	Lithia Motors Inc.	11,940	$904K	0.6%	$67.21	+31.7%	COM	536797103
—	MedAssets, Inc.	39,883	$826K	0.5%	$17.73	—	COM	584045108
—	Petsmart Inc	11,254	$789K	0.5%	$68.13	—	COM	716768106
CSX	CSX Corp.	23,116	$741K	0.5%	$6.66	+29.4%	COM	126408103
—	Targa Resources Partners LP	10,160	$735K	0.5%	$51.92	—	COM	87611X105
—	Hanger, Inc.	35,708	$733K	0.5%	$38.88	—	COM	41043F208
—	Westar Energy Inc	21,070	$719K	0.5%	$31.20	—	COM	95709T100
SWK	Stanley Black & Decker, Inc.	7,654	$680K	0.4%	$60.25	+11.2%	COM	854502101
ARE	Alexandria Real Est Eqty	8,899	$656K	0.4%	$45.19	+15.1%	COM	015271109
—	AGL Resources Inc.	10,966	$563K	0.4%	$42.63	—	COM	001204106
—	Tal International Group	13,510	$557K	0.4%	$42.09	—	COM	874083108
—	Vistaprint N V	9,557	$524K	0.3%	$48.32	—	COM	N93540107
ARTNA	Artesian Res Corp Cl A	22,079	$445K	0.3%	$15.10	+0.0%	COM	043113208
—	Carbo Ceramics Inc	6,892	$408K	0.3%	$70.25	—	COM	140781105
—	Holly Energy Partners, L.P.	10,412	$379K	0.2%	$38.36	—	COM	435763107
GTLS	Chart Industries Inc.	5,820	$356K	0.2%	$71.05	0.0%	COM	16115Q308
—	Delphi Automotive PLC	5,265	$323K	0.2%	$61.35	—	COM	G27823106
—	Hospitality Properties Trust	11,348	$305K	0.2%	$26.25	—	COM	44106M102
SO	Southern Co	6,358	$278K	0.2%	$26.74	+1.4%	COM	842587107