Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BIGGQ	BIG LOTS INC	10,817	$410K	3.5%	$37.90 *	$23.20	0.0%	COM	089302103
—	ULTIMATE SOFTWARE GROUP INC	2,922	$400K	3.4%	$136.89	$144.71	—	COM	90385D107
—	EXELIS INC	20,342	$387K	3.3%	$19.02	$19.02	—	COM	30162A108
—	RESTORATION HARDWARE HLDGS I	4,949	$364K	3.1%	$73.55	$73.55	—	COM	761283100
—	INTERCEPT PHARMACEUTICALS IN	1,058	$349K	3.0%	$329.87	$329.87	—	COM	45845P108
TRIP	TRIPADVISOR INC	3,776	$342K	2.9%	$90.57 *	$81.07	-0.6%	COM	896945201
AMZN	AMAZON COM INC	998	$336K	2.8%	$336.67 *	$18.56	-9.4%	COM	023135106
MIDD	MIDDLEBY CORP	1,228	$324K	2.7%	$263.84 *	$87.25	+0.9%	COM	596278101
SIG	SIGNET JEWELERS LIMITED	3,046	$322K	2.7%	$105.71 *	$70.67	+21.3%	SHS	G81276100
—	GOODRICH PETE CORP	19,786	$313K	2.7%	$15.82	$15.82	—	COM NEW	382410405
—	FOOT LOCKER INC	6,102	$287K	2.4%	$47.03	$47.03	—	COM	344849104
CSGP	COSTAR GROUP INC	1,510	$282K	2.4%	$186.75 *	$18.86	-1.0%	COM	22160N109
CALY	CALLAWAY GOLF CO	27,505	$281K	2.4%	$10.22 *	$8.53	+17.4%	COM	131193104
BLMN	BLOOMIN BRANDS INC	11,376	$274K	2.3%	$24.09 *	$18.23	+1.8%	COM	094235108
—	MEDIDATA SOLUTIONS INC	5,043	$274K	2.3%	$54.33	$54.33	—	COM	58471A105
—	CERNER CORP	4,677	$263K	2.2%	$56.23	$56.23	—	COM	156782104
ROP	ROPER INDS INC NEW	1,899	$254K	2.2%	$133.75 *	$126.73	-1.9%	COM	776696106
MTX	MINERALS TECHNOLOGIES INC	3,902	$252K	2.1%	$64.58 *	$53.91	+14.3%	COM	603158106
—	STAGE STORES INC	9,970	$244K	2.1%	$24.47	$24.47	—	COM NEW	85254C305
—	CELGENE CORP	1,742	$243K	2.1%	$139.49	$139.49	—	COM	151020104
—	MEADWESTVACO CORP	6,448	$243K	2.1%	$37.69	$37.69	—	COM	583334107
—	SONIC CORP	10,367	$236K	2.0%	$22.76	$22.76	—	COM	835451105
—	CBS CORP NEW	3,748	$232K	2.0%	$61.90	$61.90	—	CL B	124857202
THRM	GENTHERM INC	6,623	$230K	1.9%	$34.73	$28.07	+23.7%	COM	37253A103
FISV	FISERV INC	4,035	$229K	1.9%	$56.75 *	$28.60	-0.9%	COM	337738108
ACGL	ARCH CAP GROUP LTD	3,958	$228K	1.9%	$57.60 *	$17.63	+3.5%	ORD	G0450A105
VAC	MARRIOTT VACATIONS WRLDWDE C	4,049	$226K	1.9%	$55.82	$51.67	+8.2%	COM	57164Y107
MLKN	MILLER HERMAN INC	6,967	$224K	1.9%	$32.15 *	$21.68	+12.1%	COM	600544100
WAB	WABTEC CORP	2,882	$224K	1.9%	$77.72 *	$71.72	+1.4%	COM	929740108
—	INFORMATICA CORP	5,877	$222K	1.9%	$37.77	$37.77	—	COM	45666Q102
WPC	W P CAREY INC	3,668	$220K	1.9%	$59.98	$59.98	—	COM	92936U109
BIIB	BIOGEN IDEC INC	714	$218K	1.8%	$305.32	$317.43	-3.6%	COM	09062X103
—	RED HAT INC	4,068	$216K	1.8%	$53.10	$56.09	—	COM	756577102
—	COMSTOCK RES INC	9,421	$215K	1.8%	$22.82	$22.82	—	COM NEW	205768203
—	MYLAN INC	4,314	$211K	1.8%	$48.91	$48.91	—	COM	628530107
—	ASPEN TECHNOLOGY INC	4,916	$208K	1.8%	$42.31	$42.31	—	COM	045327103
IEX	IDEX CORP	2,826	$206K	1.7%	$72.89 *	$62.25	+0.2%	COM	45167R104
—	ROCKWELL COLLINS INC	2,576	$205K	1.7%	$79.58	$79.58	—	COM	774341101
FIVE	FIVE BELOW INC	4,734	$201K	1.7%	$42.46	$38.40	+10.6%	COM	33829M101
—	SMITH & WESSON HLDG CORP	12,560	$184K	1.6%	$14.65	$14.65	—	COM	831756101
—	HEALTHCARE TR AMER INC	16,047	$183K	1.6%	$11.40	$11.40	—	CL A	42225P105
—	NEW YORK CMNTY BANCORP INC	10,119	$163K	1.4%	$16.11	$16.11	—	COM	649445103
—	ARCH COAL INC	31,102	$150K	1.3%	$4.82	$4.82	—	COM	039380100
—	ASTORIA FINL CORP	10,659	$147K	1.2%	$13.79	$13.79	—	COM	046265104
—	KOSMOS ENERGY LTD	11,534	$127K	1.1%	$11.01	$10.34	—	SHS	G5315B107
—	GROUPON INC	14,578	$114K	1.0%	$7.82	$11.67	—	COM CL A	399473107
ON	ON SEMICONDUCTOR CORP	12,066	$113K	1.0%	$9.37	$8.98	+4.7%	COM	682189105
—	EDUCATION RLTY TR INC	10,134	$100K	0.8%	$9.87	$9.87	—	COM	28140H104
—	NEWCASTLE INVT CORP	10,114	$48,000	0.4%	$4.75	$4.75	—	COM	65105M108
—	SYNOVUS FINL CORP	13,917	$47,000	0.4%	$3.38	$3.38	—	COM	87161C105
—	CHIMERA INVT CORP	10,283	$31,000	0.3%	$3.01	$3.01	—	COM	16934Q109