Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIIB	BIOGEN IDEC	17,258,311	$5.442B	6.0%	—	—	COM	09062X103
AMGN	AMGEN INC.	31,853,844	$3.771B	4.1%	—	—	COM	031162100
LLY	LILLY ELI & CO	57,102,840	$3.55B	3.9%	—	—	COM	532457108
—	ROCHE HOLDING AG-CHF	10,382,300	$3.096B	3.4%	—	—	COM	007110388
ADBE	ADOBE SYS INC	38,666,674	$2.798B	3.1%	—	—	COM	00724F101
TXN	TEXAS INSTRS. INC.	57,420,166	$2.744B	3.0%	—	—	COM	882508104
FDX	FEDEX CORP	17,974,996	$2.721B	3.0%	—	—	COM	31428X106
MSFT	MICROSOFT CORP.	63,897,236	$2.665B	2.9%	—	—	COM	594918104
NVS	NOVARTIS AG ADR	23,846,236	$2.159B	2.4%	—	—	COM	66987V109
LUV	SOUTHWEST AIRLS CO	78,488,794	$2.108B	2.3%	—	—	COM	844741108
—	MEDTRONIC INC	29,602,228	$1.887B	2.1%	—	—	COM	585055106
SCHW	SCHWAB CHARLES CORP	63,057,255	$1.698B	1.9%	—	—	COM	808513105
—	MONSANTO CO.	12,699,872	$1.584B	1.7%	—	—	COM	61166W101
—	GOOGLE CLASS A	2,573,335	$1.505B	1.6%	—	—	COM	38259P508
QCOM	QUALCOMM INCORP.	18,826,768	$1.491B	1.6%	—	—	COM	747525103
—	GOOGLE CLASS C	2,576,835	$1.482B	1.6%	—	—	COM	38259P706
RIG	TRANSOCEAN LTD	31,454,626	$1.416B	1.6%	—	—	COM	H8817H100
JNJ	JOHNSON & JOHNSON	12,242,420	$1.281B	1.4%	—	—	COM	478160104
—	HEWLETT-PACKARD CO.	36,948,405	$1.244B	1.4%	—	—	COM	428236103
—	L BRANDS INC.	20,704,761	$1.215B	1.3%	—	—	COM	501797104
—	DIRECTV COM STK	14,006,090	$1.191B	1.3%	—	—	COM	25490A309
MU	MICRON TECHNOLOGY INC	34,863,335	$1.149B	1.3%	—	—	COM	595112103
MRSH	MARSH & MCLENNAN COS.	21,672,151	$1.123B	1.2%	—	—	COM	571748102
INTC	INTEL CORP	32,462,551	$1.003B	1.1%	—	—	COM	458140100
—	EMC CORP/MASS	35,476,239	$934M	1.0%	—	—	COM	268648102
—	SANDISK CORP	8,698,415	$908M	1.0%	—	—	COM	80004C101
INTU	INTUIT INC	11,052,383	$890M	1.0%	—	—	COM	461202103
HON	HONEYWELL INTL. INC.	9,394,015	$873M	1.0%	—	—	COM	438516106
CCL	CARNIVAL CORP	20,495,235	$772M	0.8%	—	—	COM	143658300
DIS	DISNEY WALT CO.	8,873,864	$761M	0.8%	—	—	COM	254687106
UAL	UNITED CONTL HLDGS INC	17,930,335	$736M	0.8%	—	—	COM	910047109
WFC	WELLS FARGO & CO.	13,398,029	$704M	0.8%	—	—	COM	949746101
DAL	DELTA AIR LINES DEL	18,144,030	$703M	0.8%	—	—	COM	247361702
ABT	ABBOTT LABORATORIES	17,127,063	$700M	0.8%	—	—	COM	002824100
KMX	CARMAX INC.	13,399,079	$697M	0.8%	—	—	COM	143130102
SLB	SCHLUMBERGER LTD	5,880,203	$694M	0.8%	—	—	COM	806857108
V	VISA	3,197,858	$674M	0.7%	—	—	COM	92826C839
TJX	TJX COS INC NEW	12,546,996	$667M	0.7%	—	—	COM	872540109
CAT	CATERPILLAR INC DEL	5,826,065	$633M	0.7%	—	—	COM	149123101
KLAC	KLA-TENCOR CORP.	8,659,996	$629M	0.7%	—	—	COM	482480100
CSCO	CISCO SYSTEMS INC	25,070,389	$623M	0.7%	—	—	COM	17275R102
NVDA	NVIDIA CORP.	33,586,934	$623M	0.7%	—	—	COM	67066G104
BSX	BOSTON SCIENTIFIC CORP	48,452,019	$619M	0.7%	—	—	COM	101137107
EOG	EOG RESOURCES INC.	5,085,400	$594M	0.7%	—	—	COM	26875P101
SONY	SONY CORP ADR NEW	35,279,841	$592M	0.6%	—	—	COM	835699307
FLEX	FLEXTRONICS INTL LTD	52,423,655	$580M	0.6%	—	—	COM	Y2573F102
BB	BLACKBERRY LTD	56,617,257	$580M	0.6%	—	—	COM	09228F103
—	QIAGEN N.V.	22,087,404	$540M	0.6%	—	—	COM	N72482107
NTAP	NETAPP INC.	14,426,452	$527M	0.6%	—	—	COM	64110D104
TRMB	TRIMBLE NAVIGATION	13,940,200	$515M	0.6%	—	—	COM	896239100
BMRN	BIOMARIN PHARMA	8,064,219	$502M	0.5%	—	—	COM	09061G101
UNP	UNION PACIFIC CORP.	4,852,300	$484M	0.5%	—	—	COM	907818108
ROST	ROSS STORES INC	7,241,350	$479M	0.5%	—	—	COM	778296103
—	AIRBUS GROUP	6,990,390	$468M	0.5%	—	—	COM	004012250
TMO	THERMO FISHER SCIENTIFIC INC	3,962,230	$468M	0.5%	—	—	COM	883556102
—	SYMANTEC	20,293,002	$465M	0.5%	—	—	COM	871503108
EA	ELECTRONIC ARTS INC.	12,525,669	$449M	0.5%	—	—	COM	285512109
—	NOBLE ENERGY INC.	5,679,017	$440M	0.5%	—	—	COM	655044105
UPS	UNITED PARCEL SVC INC.	4,279,438	$439M	0.5%	—	—	COM	911312106
GLW	CORNING INC	19,825,950	$435M	0.5%	—	—	COM	219350105
ORCL	ORACLE CORP.	10,399,600	$421M	0.5%	—	—	COM	68389X105
CHRW	CH ROBINSON WORLDWIDE	6,606,593	$421M	0.5%	—	—	COM	12541W209
—	SEATTLE GENETICS	10,895,800	$417M	0.5%	—	—	COM	812578102
—	CREE INC.	8,118,591	$406M	0.4%	—	—	COM	225447101
ILMN	ILLUMINA INC	2,252,780	$402M	0.4%	—	—	COM	452327109
—	CHUBB CORP.	4,325,050	$399M	0.4%	—	—	COM	171232101
BA	BOEING CO.	2,954,660	$376M	0.4%	—	—	COM	097023105
—	ALTERA CORP.	10,754,589	$374M	0.4%	—	—	COM	021441100
ABBV	ABBVIE INC.	6,304,122	$356M	0.4%	—	—	COM	00287Y109
ROK	ROCKWELL AUTOMATION	2,827,730	$354M	0.4%	—	—	COM	773903109
ALK	ALASKA AIRGROUP INC.	3,587,500	$341M	0.4%	—	—	COM	011659109
ASML	ASML HOLDING NV	3,515,563	$328M	0.4%	—	—	COM	N07059210
—	POTASH CORP SASK INC	8,536,789	$324M	0.4%	—	—	COM	73755L107
TSLA	TESLA MOTORS	1,324,590	$318M	0.3%	—	—	COM	88160R101
—	POLYPORE INTERNATIONAL	6,162,200	$294M	0.3%	—	—	COM	73179V103
AAL	AMERICAN AIRLINES GROUP	6,825,840	$293M	0.3%	—	—	COM	02376R102
—	NUANCE COMMUNICATIONS	15,362,844	$288M	0.3%	—	—	COM	67020Y100
—	GLAXOSMITHKLINE PLC (ADR)	5,156,449	$276M	0.3%	—	—	COM	37733W105
—	TRIBUNE COMPANY	3,166,985	$269M	0.3%	—	—	COM	896047503
CME	THE CME GROUP	3,724,250	$264M	0.3%	—	—	COM	12572Q105
—	BED BATH & BEYOND INC.	4,497,756	$258M	0.3%	—	—	COM	075896100
ERIC	ERICSSON	21,010,814	$254M	0.3%	—	—	COM	294821608
CVS	CVS CAREMARK CORP	3,206,070	$242M	0.3%	—	—	COM	126650100
JBLU	JET BLUE AIRWAYS	22,128,539	$240M	0.3%	—	—	COM	477143101
ADI	ANALOG DEVICES	4,416,485	$239M	0.3%	—	—	COM	032654105
—	PLANTRONICS INC NEW	4,910,950	$236M	0.3%	—	—	COM	727493108
ACN	ACCENTURE PLC	2,801,050	$226M	0.2%	—	—	COM	G1151C101
—	PRAXAIR INC.	1,693,370	$225M	0.2%	—	—	COM	74005P104
—	PHARMACYCLICS INC.	2,313,039	$208M	0.2%	—	—	COM	716933106
WHR	WHIRLPOOL CP	1,487,050	$207M	0.2%	—	—	COM	963320106
—	NEKTAR THERAPEUTICS	15,804,286	$203M	0.2%	—	—	COM	640268108
—	DREAM WORKS ANIMATION	8,601,200	$200M	0.2%	—	—	COM	26153C103
—	INTERMUNE	4,525,925	$200M	0.2%	—	—	COM	45884X103
—	JACOBS ENGR GROUP DEL	3,711,829	$198M	0.2%	—	—	COM	469814107
—	RITCHIE BROS AUCTION	7,645,452	$188M	0.2%	—	—	COM	767744105
DE	DEERE & CO	1,993,000	$180M	0.2%	—	—	COM	244199105
—	WILLIS GROUP HOLDINGS	4,039,351	$175M	0.2%	—	—	COM	G96666105
SNY	SANOFI	3,011,646	$160M	0.2%	—	—	COM	80105N105
FFIV	F5 NETWORKS INC	1,431,260	$160M	0.2%	—	—	COM	315616102
AMAT	APPLIED MATERIALS	6,992,455	$158M	0.2%	—	—	COM	038222105
RCL	ROYAL CARIBBEAN	2,800,301	$156M	0.2%	—	—	COM	V7780T103
—	ASCENA RETAIL GROUP	9,068,900	$155M	0.2%	—	—	COM	04351G101
EBAY	EBAY INC.	3,021,500	$151M	0.2%	—	—	COM	278642103
—	COMSCORE	4,255,632	$151M	0.2%	—	—	COM	20564W105
—	NATIONAL OILWELL VARCO	1,776,586	$146M	0.2%	—	—	COM	637071101
—	ABIOMED INC.	5,726,490	$144M	0.2%	—	—	COM	003654100
—	IMMUNOGEN	11,922,396	$141M	0.2%	—	—	COM	45253H101
—	ACTIVISION BLIZZARD	6,333,100	$141M	0.2%	—	—	COM	00507V109
—	CAMERON INTL CORP.	2,076,800	$141M	0.2%	—	—	COM	13342B105
—	UNITED TECHNOLOGIES CORP.	1,204,100	$139M	0.2%	—	—	COM	913017109
—	SHUTTERFLY	3,130,718	$135M	0.1%	—	—	COM	82568P304
PNR	PENTAIR PLC	1,845,881	$133M	0.1%	—	—	COM	G7S00T104
SSYS	STRATASYS LTD	1,166,890	$133M	0.1%	—	—	COM	M85548101
NSC	NORFOLK SOUTHERN	1,255,278	$129M	0.1%	—	—	COM	655844108
ACM	AECOM TECHNOLOGY CORP	3,989,500	$128M	0.1%	—	—	COM	00766T100
RMBS	RAMBUS INC DEL COM	8,450,122	$121M	0.1%	—	—	COM	750917106
IEX	IDEX CORP	1,490,120	$120M	0.1%	—	—	COM	45167R104
CW	CURTISS WRIGHT	1,787,774	$117M	0.1%	—	—	COM	231561101
—	TUESDAY MORNING CORP.	6,483,050	$116M	0.1%	—	—	COM	899035505
WAT	WATERS CORP	1,035,761	$108M	0.1%	—	—	COM	941848103
—	CEPHEID	2,255,200	$108M	0.1%	—	—	COM	15670R107
—	SOLAZYME	9,118,409	$107M	0.1%	—	—	COM	83415T101
LAB	FLUIDIGM CORP.	3,651,332	$107M	0.1%	—	—	COM	34385P108
—	DYAX CORP.	11,129,830	$107M	0.1%	—	—	COM	26746E103
—	CIRCOR CORP	1,376,800	$106M	0.1%	—	—	COM	17273K109
—	SOUTHWESTERN ENERGY CO	2,292,772	$104M	0.1%	—	—	COM	845467109
RVTY	PERKIN ELMER	2,116,374	$99.13M	0.1%	—	—	COM	714046109
KEX	KIRBY CORP.	845,089	$98.99M	0.1%	—	—	COM	497266106
—	NEUSTAR	3,744,401	$97.43M	0.1%	—	—	COM	64126X201
AAPL	APPLE INC	1,041,950	$96.83M	0.1%	—	—	COM	037833100
CSX	CSX CORP.	3,090,417	$95.22M	0.1%	—	—	COM	126408103
—	AFFYMETRIX INC.	10,559,240	$94.08M	0.1%	—	—	COM	00826T108
—	ELLIE MAE	3,020,900	$94.04M	0.1%	—	—	COM	28849P100
—	FEI COMPANY	1,024,719	$92.97M	0.1%	—	—	COM	30241L109
CRL	CHARLES RIVER LAB	1,696,800	$90.81M	0.1%	—	—	COM	159864107
CTRA	CABOT OIL & GAS CORP	2,615,200	$89.28M	0.1%	—	—	COM	127097103
—	CANADIAN PACIFIC RAILWAY	484,130	$87.69M	0.1%	—	—	COM	13645T100
—	ABAXIS	1,975,700	$87.54M	0.1%	—	—	COM	002567105
—	DOW CHEMICAL CO.	1,660,755	$85.46M	0.1%	—	—	COM	260543103
PEP	PEPSICO INC	951,800	$85.03M	0.1%	—	—	COM	713448108
—	FARO TECHNOLOGIES INC.	1,708,500	$83.92M	0.1%	—	—	COM	311642102
JBL	JABIL CIRCUIT	3,866,000	$80.8M	0.1%	—	—	COM	466313103
—	ENCANA CORP.	3,367,862	$79.85M	0.1%	—	—	COM	292505104
XOM	EXXON MOBIL CORP.	784,812	$79.02M	0.1%	—	—	COM	30231G102
PODD	INSULET CORP.	1,957,956	$77.67M	0.1%	—	—	COM	45784P101
ARAY	ACCURAY INC.	8,690,700	$76.48M	0.1%	—	—	COM	004397105
EXPD	EXPEDITORS INTL OF WASH	1,726,642	$76.25M	0.1%	—	—	COM	302130109
ENTG	ENTEGRIS INC	5,233,950	$71.91M	0.1%	—	—	COM	29362U104
DSGX	DESCARTES SYS GRP INC	4,992,990	$71.6M	0.1%	—	—	COM	249906108
AXP	AMERICAN EXPRESS CO.	739,000	$70.11M	0.1%	—	—	COM	025816109
FORM	FORMFACTOR INC	7,993,218	$66.5M	0.1%	—	—	COM	346375108
VFC	V F CORP	1,035,080	$65.21M	0.1%	—	—	COM	918204108
MA	MASTERCARD INC CL A	862,750	$63.39M	0.1%	—	—	COM	57636Q104
—	DISCOVER FIN SVCS	986,100	$61.12M	0.1%	—	—	COM	254709108
—	KELLOGG CO.	820,173	$53.88M	0.1%	—	—	COM	487836108
—	BOULDER BRANDS INC.	3,798,805	$53.87M	0.1%	—	—	COM	101405108
COST	COSTCO WHOLESALE	457,450	$52.68M	0.1%	—	—	COM	22160K105
—	TIME WARNER CABLE	347,760	$51.23M	0.1%	—	—	COM	88732J207
—	VMWARE	526,300	$50.95M	0.1%	—	—	COM	928563402
LVS	LAS VEGAS SANDS CORP.	665,000	$50.69M	0.1%	—	—	COM	517834107
ZBH	ZIMMER HOLDINGS INC.	450,100	$46.75M	0.1%	—	—	COM	98956P102
—	SPIRIT AIRLINES	737,824	$46.66M	0.1%	—	—	COM	848577102
—	SERVICESOURCE	7,706,700	$44.7M	0.0%	—	—	COM	81763U100
CE	CELANESE CORP	681,000	$43.77M	0.0%	—	—	COM	150870103
AMZN	AMAZON.COM INC	134,550	$43.7M	0.0%	—	—	COM	023135106
—	DU PONT E.I. DE NEMOURS	661,700	$43.3M	0.0%	—	—	COM	263534109
RRC	RANGE RESOURCES	495,540	$43.09M	0.0%	—	—	COM	75281A109
—	EXACT SCIENCE CORP	2,491,300	$42.43M	0.0%	—	—	COM	30063p105
—	HERTZ GLOBAL HLDS	1,412,700	$39.6M	0.0%	—	—	COM	42805T105
—	XILINX INC	829,969	$39.27M	0.0%	—	—	COM	983919101
MKTX	MARKETAXESS HLDGS INC.	699,520	$37.82M	0.0%	—	—	COM	57060D108
—	EPIZYME	1,185,662	$36.9M	0.0%	—	—	COM	29428V104
—	MARRONE BIO INNOVATIONS	3,042,019	$35.35M	0.0%	—	—	COM	57165B106
—	LUMINEX CORP	2,040,232	$34.99M	0.0%	—	—	COM	55027E102
—	REX ENERGY CORP	1,945,000	$34.45M	0.0%	—	—	COM	761565100
CMA	COMERICA	681,400	$34.18M	0.0%	—	—	COM	200340107
—	AUDIENCE	2,809,074	$33.6M	0.0%	—	—	COM	05070J102
—	MOMENTA PHARMACEUTICALS	2,670,600	$32.26M	0.0%	—	—	COM	60877T100
—	NUVASIVE INC.	906,000	$32.23M	0.0%	—	—	COM	670704105
CBT	CABOT CORP	541,478	$31.4M	0.0%	—	—	COM	127055101
—	PEREGRINE SEMICONDUCTOR CORP	4,565,538	$31.32M	0.0%	—	—	COM	71366R703
—	GUIDANCE SOFTWARE	3,396,400	$30.98M	0.0%	—	—	COM	401692108
USB	US BANCORP DEL	642,150	$27.82M	0.0%	—	—	COM	902973304
PBR/A	PETRO BRASIL ADR Pref A	1,660,711	$25.97M	0.0%	—	—	COM	71654V101
SYK	STRYKER CORP.	304,500	$25.68M	0.0%	—	—	COM	863667101
EW	EDWARDS LIFE	280,000	$24.04M	0.0%	—	—	COM	28176E108
MATV	SCHWEITZER-MAUDUIT	500,200	$21.84M	0.0%	—	—	COM	808541106
GEF	GREIF CL A	388,947	$21.22M	0.0%	—	—	COM	397624107
—	PALL CORP	248,300	$21.2M	0.0%	—	—	COM	696429307
GIL	GILDAN ACTIVEWEAR	353,950	$20.84M	0.0%	—	—	COM	375916103
—	SAFRAN	312,000	$20.43M	0.0%	—	—	COM	00B058TZ6
DDS	DILLARDS INC CL A	165,800	$19.33M	0.0%	—	—	COM	254067101
—	QUIKSILVER	5,358,900	$19.18M	0.0%	—	—	COM	74838C106
XNCR	XENCOR	1,648,700	$19.16M	0.0%	—	—	COM	98401F105
—	DIEBOLD	471,000	$18.92M	0.0%	—	—	COM	253651103
—	AXCELIS TECHNOLOGIES	9,241,100	$18.48M	0.0%	—	—	COM	054540109
—	YAHOO!INC.	524,800	$18.44M	0.0%	—	—	COM	984332106
LYB	LYONDELLBASELL INDUSTRIES	184,200	$17.99M	0.0%	—	—	COM	N53745100
OSUR	ORASURE TECHNOLOGIES	2,025,400	$17.44M	0.0%	—	—	COM	68554V108
NCLH	NORWEGIAN CRUISE LINES	521,000	$16.52M	0.0%	—	—	COM	G66721104
—	FRANK'S INTERNATIONAL	668,700	$16.45M	0.0%	—	—	COM	N33462107
DNOW	NOW INC.	428,813	$15.53M	0.0%	—	—	COM	67011P100
PEG	PUBLIC SVC ENTERPRISE GRP	372,379	$15.19M	0.0%	—	—	COM	744573106
RSG	REPUBLIC SVCS INC	383,935	$14.58M	0.0%	—	—	COM	760759100
CIEN	CIENA CORP	636,669	$13.79M	0.0%	—	—	COM	171779309
—	SMART TECHNOLOGIES INC A	4,798,246	$13.68M	0.0%	—	—	COM	83172R108
—	CHICAGO BRIDGE & IRON	197,600	$13.48M	0.0%	—	—	COM	167250109
MCY	MERCURY GENERAL CORP	281,600	$13.25M	0.0%	—	—	COM	589400100
CMI	CUMMINS INC	83,150	$12.83M	0.0%	—	—	COM	231021106
CRM	SALESFORCE.COM	204,160	$11.86M	0.0%	—	—	COM	79466L302
EXC	EXELON CORP	319,447	$11.65M	0.0%	—	—	COM	30161N101
—	ESTERLINE TECHNOLOGIES	98,431	$11.33M	0.0%	—	—	COM	297425100
—	KALOBIOS PHARMA	4,475,700	$10.21M	0.0%	—	—	COM	48344T100
OII	OCEANEERING INTL INC	129,394	$10.11M	0.0%	—	—	COM	675232102
—	BROCADE COMM SYS	1,000,000	$9.2M	0.0%	—	—	COM	111621306
—	NCI BUILDING SYSTEMS	440,000	$8.549M	0.0%	—	—	COM	628852204
—	ENSCO PLC	143,340	$7.965M	0.0%	—	—	COM	G3157S106
—	THOMSON REUTERS CORP	200,000	$7.272M	0.0%	—	—	COM	884903105
GEF/B	GREIF CL B	117,581	$7.043M	0.0%	—	—	COM	397624206
—	PANERA BREAD CO.	46,875	$7.023M	0.0%	—	—	COM	69840W108
NNBR	NN INC	273,000	$6.983M	0.0%	—	—	COM	629337106
—	UTi WORLDWIDE	664,000	$6.866M	0.0%	—	—	COM	G87210103
—	DENDREON CORP.	2,901,800	$6.674M	0.0%	—	—	COM	24823Q107
—	CARDICA INC	5,842,700	$6.661M	0.0%	—	—	COM	14141R101
TDG	TRANSDIGM GROUP	38,200	$6.389M	0.0%	—	—	COM	893641100
PBR	PETROLEO BRASILEIRO ADR	430,000	$6.291M	0.0%	—	—	COM	71654V408
—	ONCOMED PHARMACEUTICALS	266,400	$6.207M	0.0%	—	—	COM	68234X102
—	ARISTA NETWORKS	98,900	$6.17M	0.0%	—	—	COM	040413106
—	COLFAX	72,500	$5.404M	0.0%	—	—	COM	194014106
A	AGILENT TECHNOLOGIES	91,717	$5.268M	0.0%	—	—	COM	00846U101
CCK	CROWN HOLDINGS INC.	104,500	$5.2M	0.0%	—	—	COM	228368106
NWL	NEWELL RUBBERMAID INC	163,060	$5.053M	0.0%	—	—	COM	651229106
ALGT	ALLEGIANT TRAVEL CO	38,100	$4.487M	0.0%	—	—	COM	01748X102
BURL	BURLINGTON STORES	140,400	$4.473M	0.0%	—	—	COM	122017106
—	HAWAIIAN HOLDINGS INC.	315,000	$4.319M	0.0%	—	—	COM	419879101
CAR	AVIS BUDGET GROUP	65,600	$3.916M	0.0%	—	—	COM	053774105
MSI	MOTOROLA SOLUTIONS INC	57,900	$3.854M	0.0%	—	—	COM	620076307
M	MACY'S	66,200	$3.841M	0.0%	—	—	COM	55616P104
—	NOBLE CORP	100,000	$3.356M	0.0%	—	—	COM	G65431101
CHGG	CHEGG INC	275,290	$1.938M	0.0%	—	—	COM	163092109
—	XOOM CORP	67,800	$1.787M	0.0%	—	—	COM	98419Q101
CRI	CARTER'S	17,370	$1.197M	0.0%	—	—	COM	146229109
DCI	DONALDSON INC	25,000	$1.058M	0.0%	—	—	COM	257651109
—	CERNER CORP	20,000	$1.032M	0.0%	—	—	COM	156782104
WDAY	WORKDAY	10,025	$901K	0.0%	—	—	COM	98138H101
VLRS	CONTROLADORA VUELA COMPANIA DE	97,000	$873K	0.0%	—	—	COM	21240E105
—	BABCOCK & WILCOX CO. NEW	25,000	$811K	0.0%	—	—	COM	05615F102
VRSN	VERISIGN INC.	13,300	$649K	0.0%	—	—	COM	92343E102
—	NIMBLE STORAGE	19,300	$593K	0.0%	—	—	COM	65440R101
—	XENOPORT	104,000	$502K	0.0%	—	—	COM	98411C100
BCC	BOISE CASCADE LLC	15,800	$453K	0.0%	—	—	COM	09739D100
CALY	CALLAWAY GOLF CO.	50,000	$416K	0.0%	—	—	COM	131193104
—	FOUNDATION MEDICINE INC	10,800	$291K	0.0%	—	—	COM	350465100
FCX	FREEPORT-MCMORAN, INC.	7,300	$266K	0.0%	—	—	COM	35671D857
—	TWITTER INC.	5,500	$225K	0.0%	—	—	COM	90184L102