Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JBHT	JB Hunt Transport Services Inc	32,964	$2.777M	1.7%	$66.07	+8.4%	COM	445658107
—	Walgreens Boots Alliance Inc.	36,152	$2.755M	1.7%	$76.21	—	COM	931427108
M	Macy's, Inc.	41,622	$2.737M	1.7%	$55.82	+8.4%	COM	55616P104
ALGN	Align Technology Inc.	48,619	$2.718M	1.7%	$52.90	0.0%	COM	016255101
—	Symantec Corp.	103,916	$2.666M	1.6%	$20.03	—	COM	871503108
—	Brocade Communications Systems	218,882	$2.592M	1.6%	$10.90	—	COM	111621306
DPZ	Domino's Pizza, Inc.	27,298	$2.571M	1.6%	$65.92	+20.1%	COM	25754A201
—	On Assignment	75,018	$2.49M	1.5%	$33.19	—	COM	682159108
CAKE	Cheesecake Factory	49,125	$2.471M	1.5%	$36.87	+2.2%	COM	163072101
—	Express Scripts Holding Compan	29,050	$2.46M	1.5%	$70.97	—	COM	30219G108
IPGP	IPG Photonics Corp	32,596	$2.442M	1.5%	$62.94	+13.0%	COM	44980X109
APAM	Artisan Partners Asset Managem	47,085	$2.379M	1.5%	$18.59	-5.3%	COM	04316A108
ULTA	Ulta Salon, Cosmetics & Fragra	18,345	$2.345M	1.4%	$90.08	+36.1%	COM	90384S303
EBAY	Ebay, Inc.	41,663	$2.338M	1.4%	$19.82	+1.9%	COM	278642103
—	Cyberonics Inc.	41,670	$2.32M	1.4%	$55.68	—	COM	23251P102
—	Hancock Bank Opportunity Fund	98,249	$2.315M	1.4%	$23.11	—	COM	409735206
SPG	Simon Debartolo Group Inc.	12,626	$2.299M	1.4%	$85.24	+20.6%	COM	828806109
—	Perficient Inc.	123,174	$2.295M	1.4%	$16.17	—	COM	71375U101
EL	Estee Lauder Corp.	30,103	$2.294M	1.4%	$58.58	+9.4%	COM	518439104
CACC	Credit Acceptance Corp.	16,784	$2.29M	1.4%	$123.31	+14.5%	COM	225310101
PCAR	Paccar Inc	33,338	$2.267M	1.4%	$21.78	+29.5%	COM	693718108
BWA	BorgWarner Inc.	39,820	$2.188M	1.3%	$39.49	+4.6%	COM	099724106
—	Scripps Networks Interactive,	28,818	$2.169M	1.3%	$70.08	—	COM	811065101
—	Drew Industries Incorporated	42,360	$2.163M	1.3%	$43.31	—	COM	26168L205
GNTX	Gentex Corp	119,194	$2.153M	1.3%	$14.15	+17.4%	COM	371901109
PII	Polaris Industries, Inc.	14,089	$2.131M	1.3%	$134.95	+11.1%	COM	731068102
—	Jarden Corp.	44,383	$2.125M	1.3%	$46.77	—	COM	471109108
AKAM	Akamai Technologies, Inc.	33,514	$2.11M	1.3%	$52.50	+14.8%	COM	00971T101
THRM	Gentherm Incorporated	57,582	$2.109M	1.3%	$39.11	0.0%	COM	37253A103
RPM	RPM International Inc	41,566	$2.108M	1.3%	$32.32	+44.0%	COM	749685103
—	Sirona Dental Systems Inc.	23,874	$2.086M	1.3%	$75.14	—	COM	82966C103
—	Krispy Kreme Doughnuts, Inc.	105,629	$2.085M	1.3%	$17.70	—	COM	501014104
ENS	Enersys	33,588	$2.073M	1.3%	$52.84	0.0%	COM	29275Y102
TRMB	Trimble Navigation Limited	77,703	$2.062M	1.3%	$27.90	+1.1%	COM	896239100
SWKS	Skyworks Solutions Inc.	28,292	$2.057M	1.3%	$26.46	+88.4%	COM	83088M102
—	Bed Bath & Beyond Inc.	26,916	$2.05M	1.3%	$68.61	—	COM	075896100
—	Inland Real Estate Corp	185,547	$2.032M	1.3%	$10.39	—	COM	457461200
MMS	MAXIMUS, Inc.	36,073	$1.978M	1.2%	$41.68	+16.6%	COM	577933104
ENB	Enbridge Inc.	38,248	$1.966M	1.2%	$22.82	+11.1%	COM	29250N105
CHKP	Check Point Software Technolog	24,537	$1.928M	1.2%	$74.30	0.0%	COM	M22465104
SNA	Snap-on Inc.	14,069	$1.924M	1.2%	$79.47	+27.9%	COM	833034101
LAD	Lithia Motors Inc.	22,040	$1.911M	1.2%	$71.91	+7.7%	COM	536797103
HXL	Hexcel Corp.	45,583	$1.891M	1.2%	$43.40	-5.0%	COM	428291108
ROST	Ross Stores Inc.	19,986	$1.884M	1.2%	$31.13	+21.6%	COM	778296103
NVO	Novo Nordisk A/S	44,002	$1.862M	1.1%	$75.99	—	COM	670100205
VMI	Valmont Industries, Inc.	14,584	$1.852M	1.1%	$146.01	-8.6%	COM	920253101
REGN	Regeneron Pharmaceuticals, Inc	4,436	$1.82M	1.1%	$286.73	+36.4%	COM	75886F107
KEX	Kirby Corporation	22,486	$1.816M	1.1%	$99.06	0.0%	COM	497266106
—	IHS Inc.	15,866	$1.807M	1.1%	$106.59	—	COM	451734107
—	Core Laboratories	14,978	$1.802M	1.1%	$143.20	—	COM	N22717107
SXT	Sensient Technologies	29,142	$1.758M	1.1%	$40.07	+42.9%	COM	81725T100
TRN	Trinity Industries	62,373	$1.747M	1.1%	$16.73	+2.8%	COM	896522109
EVTC	EVERTEC, Inc.	78,225	$1.731M	1.1%	$20.50	-4.2%	COM	30040P103
CMG	Chipotle Mexican Grill, Inc.	2,481	$1.698M	1.0%	$7.18	+82.1%	COM	169656105
PAYX	Paychex Inc	36,403	$1.681M	1.0%	$29.54	+11.5%	COM	704326107
MLCO	Melco Crown Entertainment Limi	65,811	$1.672M	1.0%	$26.08	—	COM	585464100
—	Priceline.com Inc	1,465	$1.67M	1.0%	$867.57	—	COM	741503403
PB	Prosperity Bancshares	30,126	$1.668M	1.0%	$34.83	+19.5%	COM	743606105
PRAA	PRA Group, Inc.	28,043	$1.625M	1.0%	$59.03	0.0%	COM	69354N106
—	Panera Bread Company	9,008	$1.575M	1.0%	$163.21	—	COM	69840W108
WU	Western Union Company	86,634	$1.552M	1.0%	$17.04	—	COM	959802109
—	Wyndham Worldwide Corporation	17,987	$1.543M	1.0%	$81.51	—	COM	98310W108
—	CA Inc	49,333	$1.502M	0.9%	$28.48	—	COM	12673P105
EMN	Eastman Chemical	19,510	$1.48M	0.9%	$50.92	+9.2%	COM	277432100
DKS	Dicks Sporting Good Inc	29,533	$1.466M	0.9%	$37.13	-5.4%	COM	253393102
—	Cooper Co.	8,981	$1.456M	0.9%	$123.90	—	COM	216648402
SKT	Tanger Factory Outlet Ctr	39,171	$1.448M	0.9%	$33.49	—	COM	875465106
MTZ	Mastec Inc.	63,551	$1.437M	0.9%	$31.73	-22.1%	COM	576323109
CTSH	Cognizant Tech	23,439	$1.234M	0.8%	$37.11	+19.3%	COM	192446102
LOPE	Grand Canyon Education Inc	26,238	$1.224M	0.8%	$28.81	+54.8%	COM	38526M106
—	Stericycle Inc	9,281	$1.217M	0.7%	$113.60	—	COM	858912108
—	Meridian Bioscience, Inc	72,438	$1.192M	0.7%	$22.49	—	COM	589584101
CMI	Cummins Inc.	8,066	$1.163M	0.7%	$81.53	+28.3%	COM	231021106
MPT	Medical Properties Trust Inc	83,757	$1.154M	0.7%	$13.86	—	COM	58463J304
—	Regal Entertainment Group	53,867	$1.151M	0.7%	$18.86	—	COM	758766109
BFH	Alliance Data Systems Corp.	3,989	$1.141M	0.7%	$189.01	0.0%	COM	018581108
—	Synchronoss Technologies, Inc.	25,943	$1.086M	0.7%	$34.74	—	COM	87157B103
—	Lorillard Inc.	16,805	$1.058M	0.7%	$44.26	—	COM	544147101
—	Delphi Automotive PLC	14,141	$1.028M	0.6%	$68.47	—	COM	G27823106
ICE	Intercontinental Exchange Inc	4,665	$1.023M	0.6%	$35.28	+5.4%	COM	45866F104
—	Citrix Systems Inc.	15,630	$997K	0.6%	$58.01	—	COM	177376100
ALB	Albemarle Corp	16,032	$964K	0.6%	$52.08	-4.0%	COM	012653101
ARE	Alexandria Real Est Eqty	8,904	$790K	0.5%	$45.19	+24.9%	COM	015271109
—	MedAssets, Inc.	39,803	$787K	0.5%	$17.73	—	COM	584045108
SWK	Stanley Black & Decker, Inc.	7,629	$733K	0.5%	$60.25	+15.3%	COM	854502101
—	Tal International Group	13,263	$578K	0.4%	$42.09	—	COM	874083108
GTLS	Chart Industries Inc.	15,885	$543K	0.3%	$52.50	-20.4%	COM	16115Q308
—	AGL Resources Inc.	9,471	$516K	0.3%	$42.63	—	COM	001204106
—	Riverbed Technology Inc	24,699	$504K	0.3%	$15.89	—	COM	768573107
PRGO	Perrigo	2,980	$498K	0.3%	$157.83	-0.9%	COM	G97822103
ARTNA	Artesian Res Corp Cl A	20,314	$459K	0.3%	$15.10	+3.2%	COM	043113208
—	IPC The Hospitalist Company, I	8,775	$403K	0.2%	$52.60	—	COM	44984A105
—	Targa Resources Partners LP	8,390	$402K	0.2%	$51.92	—	COM	87611X105
—	Westar Energy Inc	8,720	$360K	0.2%	$31.20	—	COM	95709T100
—	Hospitality Properties Trust	11,148	$346K	0.2%	$26.25	—	COM	44106M102
—	Holly Energy Partners, L.P.	9,970	$298K	0.2%	$38.36	—	COM	435763107
—	Tupperware	4,636	$292K	0.2%	$80.53	—	COM	899896104
CNMD	Conmed Corp.	6,413	$288K	0.2%	$29.34	+25.7%	COM	207410101
LECO	Lincoln Electric Holdings	4,043	$279K	0.2%	$56.04	+24.6%	COM	533900106