Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIIB	BIOGEN IDEC	17,170,693	$5.829B	5.9%	—	—	COM	09062X103
AMGN	AMGEN INC.	31,613,880	$5.036B	5.1%	—	—	COM	031162100
LLY	LILLY ELI & CO	57,592,701	$3.973B	4.0%	—	—	COM	532457108
LUV	SOUTHWEST AIRLS CO	78,042,174	$3.303B	3.3%	—	—	COM	844741108
TXN	TEXAS INSTRS. INC.	57,436,034	$3.071B	3.1%	—	—	COM	882508104
MSFT	MICROSOFT CORP.	63,532,691	$2.951B	3.0%	—	—	COM	594918104
—	ROCHE HOLDING AG-CHF	10,400,467	$2.823B	2.9%	—	—	COM	007110388
ADBE	ADOBE SYS INC	38,410,166	$2.792B	2.8%	—	—	COM	00724F101
FDX	FEDEX CORP	15,524,023	$2.696B	2.7%	—	—	COM	31428X106
NVS	NOVARTIS AG ADR	22,168,678	$2.054B	2.1%	—	—	COM	66987V109
SCHW	SCHWAB CHARLES CORP	61,700,850	$1.863B	1.9%	—	—	COM	808513105
—	L BRANDS INC.	20,581,150	$1.781B	1.8%	—	—	COM	501797104
—	MONSANTO CO.	12,526,947	$1.497B	1.5%	—	—	COM	61166W101
—	HEWLETT-PACKARD CO.	37,099,605	$1.489B	1.5%	—	—	COM	428236103
—	GOOGLE CLASS A	2,638,920	$1.4B	1.4%	—	—	COM	38259P508
—	GOOGLE CLASS C	2,636,103	$1.388B	1.4%	—	—	COM	38259P706
—	MEDTRONIC INC	18,578,166	$1.341B	1.4%	—	—	COM	585055106
JNJ	JOHNSON & JOHNSON	12,143,433	$1.27B	1.3%	—	—	COM	478160104
UAL	UNITED CONTL HLDGS INC	18,812,329	$1.258B	1.3%	—	—	COM	910047109
MU	MICRON TECHNOLOGY INC	34,902,135	$1.222B	1.2%	—	—	COM	595112103
—	DIRECTV COM STK	13,914,073	$1.206B	1.2%	—	—	COM	25490A309
MRSH	MARSH & MCLENNAN COS.	20,493,264	$1.173B	1.2%	—	—	COM	571748102
INTC	INTEL CORP	32,253,368	$1.17B	1.2%	—	—	COM	458140100
—	EMC CORP/MASS	35,676,539	$1.061B	1.1%	—	—	COM	268648102
QCOM	QUALCOMM INCORP.	14,274,235	$1.061B	1.1%	—	—	COM	747525103
CCL	CARNIVAL CORP	23,115,518	$1.048B	1.1%	—	—	COM	143658300
INTU	INTUIT INC	10,771,655	$993M	1.0%	—	—	COM	461202103
SONY	SONY CORP ADR NEW	45,241,435	$926M	0.9%	—	—	COM	835699307
DAL	DELTA AIR LINES DEL	18,137,810	$892M	0.9%	—	—	COM	247361702
KMX	CARMAX INC.	13,236,551	$881M	0.9%	—	—	COM	143130102
TJX	TJX COS INC NEW	12,540,479	$860M	0.9%	—	—	COM	872540109
—	AIRBUS GROUP	16,323,290	$817M	0.8%	—	—	COM	004012250
—	SANDISK CORP	8,261,510	$809M	0.8%	—	—	COM	80004C101
ABT	ABBOTT LABORATORIES	17,638,084	$794M	0.8%	—	—	COM	002824100
DIS	DISNEY WALT CO.	8,236,826	$776M	0.8%	—	—	COM	254687106
V	VISA	2,937,922	$770M	0.8%	—	—	COM	92826C839
ROST	ROSS STORES INC	8,084,490	$762M	0.8%	—	—	COM	778296103
HON	HONEYWELL INTL. INC.	7,608,667	$760M	0.8%	—	—	COM	438516106
WFC	WELLS FARGO & CO.	13,568,552	$744M	0.8%	—	—	COM	949746101
BMRN	BIOMARIN PHARMA	8,016,518	$725M	0.7%	—	—	COM	09061G101
CSCO	CISCO SYSTEMS INC	25,001,739	$696M	0.7%	—	—	COM	17275R102
NVDA	NVIDIA CORP.	33,450,918	$671M	0.7%	—	—	COM	67066G104
BB	BLACKBERRY LTD	60,476,157	$664M	0.7%	—	—	COM	09228F103
NTAP	NETAPP INC.	15,837,983	$656M	0.7%	—	—	COM	64110D104
KLAC	KLA-TENCOR CORP.	8,957,051	$630M	0.6%	—	—	COM	482480100
BSX	BOSTON SCIENTIFIC CORP	46,957,349	$622M	0.6%	—	—	COM	101137107
AAL	AMERICAN AIRLINES GROUP	11,470,550	$615M	0.6%	—	—	COM	02376R102
ERIC	ERICSSON	49,407,726	$598M	0.6%	—	—	COM	294821608
FLEX	FLEXTRONICS INTL LTD	52,614,773	$588M	0.6%	—	—	COM	Y2573F102
TMO	THERMO FISHER SCIENTIFIC INC	4,487,090	$562M	0.6%	—	—	COM	883556102
RIG	TRANSOCEAN LTD	29,555,486	$542M	0.5%	—	—	COM	H8817H100
UNP	UNION PACIFIC CORP.	4,501,850	$536M	0.5%	—	—	COM	907818108
CAT	CATERPILLAR INC DEL	5,835,280	$534M	0.5%	—	—	COM	149123101
—	QIAGEN N.V.	22,284,066	$523M	0.5%	—	—	COM	N72482107
SLB	SCHLUMBERGER LTD	5,793,608	$495M	0.5%	—	—	COM	806857108
CME	THE CME GROUP	5,545,750	$492M	0.5%	—	—	COM	12572Q105
UPS	UNITED PARCEL SVC INC.	4,148,648	$461M	0.5%	—	—	COM	911312106
—	CHUBB CORP.	4,406,185	$456M	0.5%	—	—	COM	171232101
GLW	CORNING INC	19,817,850	$454M	0.5%	—	—	COM	219350105
—	ALTERA CORP.	12,060,589	$446M	0.5%	—	—	COM	021441100
ORCL	ORACLE CORP.	9,818,500	$442M	0.4%	—	—	COM	68389X105
ABBV	ABBVIE INC.	6,578,886	$431M	0.4%	—	—	COM	00287Y109
ALK	ALASKA AIRGROUP INC.	7,196,526	$430M	0.4%	—	—	COM	011659109
ILMN	ILLUMINA INC	2,241,847	$414M	0.4%	—	—	COM	452327109
CHRW	CH ROBINSON WORLDWIDE	5,251,441	$393M	0.4%	—	—	COM	12541W209
EOG	EOG RESOURCES INC.	4,147,300	$382M	0.4%	—	—	COM	26875P101
ASML	ASML HOLDING NV	3,466,633	$374M	0.4%	—	—	COM	N07059210
TRMB	TRIMBLE NAVIGATION	13,771,574	$365M	0.4%	—	—	COM	896239100
—	SEATTLE GENETICS	11,178,050	$359M	0.4%	—	—	COM	812578102
JBLU	JET BLUE AIRWAYS	21,911,839	$348M	0.4%	—	—	COM	477143101
—	BED BATH & BEYOND INC.	4,474,756	$341M	0.3%	—	—	COM	075896100
—	CREE INC.	10,065,591	$324M	0.3%	—	—	COM	225447101
ROK	ROCKWELL AUTOMATION	2,817,339	$313M	0.3%	—	—	COM	773903109
—	JACOBS ENGR GROUP DEL	6,974,505	$312M	0.3%	—	—	COM	469814107
CVS	CVS HEALTH CORP	3,186,930	$307M	0.3%	—	—	COM	126650100
BA	BOEING CO.	2,360,950	$307M	0.3%	—	—	COM	097023105
EBAY	EBAY INC.	5,247,100	$294M	0.3%	—	—	COM	278642103
—	POLYPORE INTERNATIONAL	6,159,500	$290M	0.3%	—	—	COM	73179V103
—	POTASH CORP SASK INC	8,133,114	$287M	0.3%	—	—	COM	73755L107
—	NEKTAR THERAPEUTICS	18,225,786	$283M	0.3%	—	—	COM	640268108
—	PHARMACYCLICS INC.	2,310,539	$282M	0.3%	—	—	COM	716933106
TSLA	TESLA MOTORS	1,264,190	$281M	0.3%	—	—	COM	88160R101
BABA	ALIBABA GROUP HOLDING	2,650,850	$276M	0.3%	—	—	COM	01609W102
WHR	WHIRLPOOL CP	1,350,286	$262M	0.3%	—	—	COM	963320106
—	PLANTRONICS INC NEW	4,916,050	$261M	0.3%	—	—	COM	727493108
—	DREAM WORKS ANIMATION	11,596,400	$259M	0.3%	—	—	COM	26153C103
ADI	ANALOG DEVICES	4,532,755	$252M	0.3%	—	—	COM	032654105
—	PRAXAIR INC.	1,891,729	$245M	0.2%	—	—	COM	74005P104
EA	ELECTRONIC ARTS INC.	5,143,313	$242M	0.2%	—	—	COM	285512109
A	AGILENT TECHNOLOGIES	5,666,300	$232M	0.2%	—	—	COM	00846U101
RCL	ROYAL CARIBBEAN	2,762,901	$228M	0.2%	—	—	COM	V7780T103
—	NUANCE COMMUNICATIONS	15,585,142	$222M	0.2%	—	—	COM	67020Y100
—	ABIOMED INC.	5,687,590	$216M	0.2%	—	—	COM	003654100
—	NOBLE ENERGY INC.	4,563,648	$216M	0.2%	—	—	COM	655044105
—	RITCHIE BROS AUCTION	7,757,530	$209M	0.2%	—	—	COM	767744105
—	GLAXOSMITHKLINE PLC (ADR)	4,873,235	$208M	0.2%	—	—	COM	37733W105
PGR	PROGRESSIVE CORP.	7,514,625	$203M	0.2%	—	—	COM	743315103
DE	DEERE & CO	2,210,500	$196M	0.2%	—	—	COM	244199105
SNY	SANOFI	4,287,207	$196M	0.2%	—	—	COM	80105N105
—	TRIBUNE MEDIA COMPANY	3,251,065	$194M	0.2%	—	—	COM	896047503
—	COMSCORE	4,150,532	$193M	0.2%	—	—	COM	20564W105
—	SHUTTERFLY	4,612,855	$192M	0.2%	—	—	COM	82568P304
—	NEUSTAR	6,756,896	$188M	0.2%	—	—	COM	64126X201
—	ACTIVISION BLIZZARD	9,262,775	$187M	0.2%	—	—	COM	00507V109
FFIV	F5 NETWORKS INC	1,401,585	$183M	0.2%	—	—	COM	315616102
KEYS	KEYSIGHT TECHNOLOGIES	5,184,812	$175M	0.2%	—	—	COM	49338L103
—	ELLIE MAE	3,813,245	$154M	0.2%	—	—	COM	28849P100
—	DYAX CORP.	10,869,860	$153M	0.2%	—	—	COM	26746E103
—	SYMANTEC	5,816,000	$149M	0.2%	—	—	COM	871503108
RVTY	PERKIN ELMER	3,260,285	$143M	0.1%	—	—	COM	714046109
—	TUESDAY MORNING CORP.	6,554,550	$142M	0.1%	—	—	COM	899035505
AMAT	APPLIED MATERIALS	5,685,355	$142M	0.1%	—	—	COM	038222105
—	UNITED TECHNOLOGIES CORP.	1,210,600	$139M	0.1%	—	—	COM	913017109
PNR	PENTAIR PLC	2,095,781	$139M	0.1%	—	—	COM	G7S00T104
ACM	AECOM	4,422,484	$134M	0.1%	—	—	COM	00766T100
CW	CURTISS WRIGHT	1,865,874	$132M	0.1%	—	—	COM	231561101
LAB	FLUIDIGM CORP.	3,726,832	$126M	0.1%	—	—	COM	34385P108
—	CEPHEID	2,310,100	$125M	0.1%	—	—	COM	15670R107
CSX	CSX CORP.	3,407,700	$123M	0.1%	—	—	COM	126408103
—	NATIONAL OILWELL VARCO	1,807,250	$118M	0.1%	—	—	COM	637071101
AAPL	APPLE INC	1,043,050	$115M	0.1%	—	—	COM	037833100
—	ABAXIS	2,022,200	$115M	0.1%	—	—	COM	002567105
—	BROADCOM CORP	2,585,100	$112M	0.1%	—	—	COM	111320107
IEX	IDEX CORP	1,433,440	$112M	0.1%	—	—	COM	45167R104
WAT	WATERS CORP	975,734	$110M	0.1%	—	—	COM	941848103
NCLH	NORWEGIAN CRUISE LINES	2,345,400	$110M	0.1%	—	—	COM	G66721104
—	AFFYMETRIX INC.	10,940,040	$108M	0.1%	—	—	COM	00826T108
CRL	CHARLES RIVER LAB	1,692,600	$108M	0.1%	—	—	COM	159864107
—	FARO TECHNOLOGIES INC.	1,697,500	$106M	0.1%	—	—	COM	311642102
GIL	GILDAN ACTIVEWEAR	1,765,150	$99.82M	0.1%	—	—	COM	375916103
—	ASCENA RETAIL GROUP	7,710,300	$96.84M	0.1%	—	—	COM	04351G101
URBN	URBAN OUTFITTERS	2,720,906	$95.58M	0.1%	—	—	COM	917047102
NSC	NORFOLK SOUTHERN	871,150	$95.49M	0.1%	—	—	COM	655844108
—	FEI COMPANY	1,050,200	$94.89M	0.1%	—	—	COM	30241L109
RMBS	RAMBUS INC DEL COM	8,362,372	$92.74M	0.1%	—	—	COM	750917106
—	WILLIS GROUP HOLDINGS	2,035,659	$91.22M	0.1%	—	—	COM	G96666105
PODD	INSULET CORP.	1,974,456	$90.94M	0.1%	—	—	COM	45784P101
—	DISCOVER FIN SVCS	1,339,100	$87.7M	0.1%	—	—	COM	254709108
JBL	JABIL CIRCUIT	3,907,000	$85.29M	0.1%	—	—	COM	466313103
—	TRIBUNE PUBLISHING	3,712,521	$85.02M	0.1%	—	—	COM	896082104
—	VMWARE	981,900	$81.03M	0.1%	—	—	COM	928563402
—	CANADIAN PACIFIC RAILWAY	410,330	$79.07M	0.1%	—	—	COM	13645T100
—	EPIZYME	4,114,008	$77.63M	0.1%	—	—	COM	29428V104
VFC	V F CORP	1,035,980	$77.59M	0.1%	—	—	COM	918204108
CTRA	CABOT OIL & GAS CORP	2,615,200	$77.44M	0.1%	—	—	COM	127097103
—	DOW CHEMICAL CO.	1,625,150	$74.12M	0.1%	—	—	COM	260543103
—	IMMUNOGEN	12,127,073	$73.97M	0.1%	—	—	COM	45253H101
DSGX	DESCARTES SYS GRP INC	4,974,890	$73.73M	0.1%	—	—	COM	249906108
XOM	EXXON MOBIL CORP.	785,812	$72.65M	0.1%	—	—	COM	30231G102
MKTX	MARKETAXESS HLDGS INC.	1,003,420	$71.95M	0.1%	—	—	COM	57060D108
FORM	FORMFACTOR INC	8,201,918	$70.54M	0.1%	—	—	COM	346375108
MA	MASTERCARD INC CL A	807,750	$69.6M	0.1%	—	—	COM	57636Q104
—	EXACT SCIENCE CORP	2,521,300	$69.18M	0.1%	—	—	COM	30063p105
ENTG	ENTEGRIS INC	5,233,050	$69.13M	0.1%	—	—	COM	29362U104
AMZN	AMAZON.COM INC	220,580	$68.46M	0.1%	—	—	COM	023135106
—	SAFRAN	1,095,000	$67.89M	0.1%	—	—	COM	00B058TZ6
USB	US BANCORP DEL	1,492,150	$67.07M	0.1%	—	—	COM	902973304
—	SOUTHWESTERN ENERGY CO	2,422,986	$66.12M	0.1%	—	—	COM	845467109
—	CAMERON INTL CORP.	1,321,300	$66M	0.1%	—	—	COM	13342B105
ARAY	ACCURAY INC.	8,665,700	$65.43M	0.1%	—	—	COM	004397105
KEX	KIRBY CORP.	711,913	$57.48M	0.1%	—	—	COM	497266106
—	SPIRIT AIRLINES	742,824	$56.14M	0.1%	—	—	COM	848577102
AXP	AMERICAN EXPRESS CO.	601,700	$55.98M	0.1%	—	—	COM	025816109
—	SPRINT CORP.	13,475,000	$55.92M	0.1%	—	—	COM	85207U105
EXPD	EXPEDITORS INTL OF WASH	1,231,642	$54.94M	0.1%	—	—	COM	302130109
SSYS	STRATASYS LTD	648,600	$53.91M	0.1%	—	—	COM	M85548101
—	BOULDER BRANDS INC.	4,798,779	$53.07M	0.1%	—	—	COM	101405108
—	TIME WARNER CABLE	347,760	$52.88M	0.1%	—	—	COM	88732J207
—	CRAY INC	1,529,700	$52.74M	0.1%	—	—	COM	225223304
ZBH	ZIMMER HOLDINGS INC.	446,704	$50.66M	0.1%	—	—	COM	98956P102
—	HERTZ GLOBAL HLDS	1,902,200	$47.44M	0.0%	—	—	COM	42805T105
—	CIRCOR CORP	776,595	$46.81M	0.0%	—	—	COM	17273K109
—	DU PONT E.I. DE NEMOURS	632,600	$46.77M	0.0%	—	—	COM	263534109
LVS	LAS VEGAS SANDS CORP.	775,000	$45.07M	0.0%	—	—	COM	517834107
PEP	PEPSICO INC	450,000	$42.55M	0.0%	—	—	COM	713448108
—	NUVASIVE INC.	901,800	$42.53M	0.0%	—	—	COM	670704105
CE	CELANESE CORP	707,800	$42.44M	0.0%	—	—	COM	150870103
CMA	COMERICA	889,300	$41.66M	0.0%	—	—	COM	200340107
—	YAHOO! INC.	806,800	$40.75M	0.0%	—	—	COM	984332106
—	SERVICESOURCE	8,634,700	$40.41M	0.0%	—	—	COM	81763U100
MRK	MERCK & COMPANY	700,000	$39.75M	0.0%	—	—	COM	58933Y105
OLED	UNIVERSAL DISPLAY CORP	1,325,311	$36.78M	0.0%	—	—	COM	91347P105
—	LUMINEX CORP	1,904,718	$35.73M	0.0%	—	—	COM	55027E102
EW	EDWARDS LIFE	280,000	$35.67M	0.0%	—	—	COM	28176E108
—	XILINX INC	796,669	$34.49M	0.0%	—	—	COM	983919101
—	CONSTELLIUM N.V.	2,037,900	$33.48M	0.0%	—	—	COM	N22035104
—	MOMENTA PHARMACEUTICALS	2,670,600	$32.15M	0.0%	—	—	COM	60877T100
—	AXCELIS TECHNOLOGIES	12,342,000	$31.6M	0.0%	—	—	COM	054540109
—	SOLAZYME	11,892,709	$30.68M	0.0%	—	—	COM	83415T101
—	ENCANA CORP.	2,147,500	$29.79M	0.0%	—	—	COM	292505104
COST	COSTCO WHOLESALE	203,550	$28.85M	0.0%	—	—	COM	22160K105
SYK	STRYKER CORP.	304,500	$28.72M	0.0%	—	—	COM	863667101
—	GUIDANCE SOFTWARE	3,946,244	$28.61M	0.0%	—	—	COM	401692108
—	XOOM CORP	1,617,800	$28.33M	0.0%	—	—	COM	98419Q101
—	UTi WORLDWIDE	2,304,500	$27.82M	0.0%	—	—	COM	G87210103
XNCR	XENCOR	1,582,600	$25.39M	0.0%	—	—	COM	98401F105
—	PALL CORP	245,000	$24.8M	0.0%	—	—	COM	696429307
MATV	SCHWEITZER-MAUDUIT	500,200	$21.16M	0.0%	—	—	COM	808541106
OSUR	ORASURE TECHNOLOGIES	2,022,900	$20.51M	0.0%	—	—	COM	68554V108
CHGG	CHEGG INC	2,792,170	$19.29M	0.0%	—	—	COM	163092109
—	FRANK'S INTERNATIONAL	1,116,700	$18.57M	0.0%	—	—	COM	N33462107
—	DIEBOLD	527,000	$18.25M	0.0%	—	—	COM	253651103
RRC	RANGE RESOURCES	338,800	$18.11M	0.0%	—	—	COM	75281A109
MCY	MERCURY GENERAL CORP	281,600	$15.96M	0.0%	—	—	COM	589400100
RSG	REPUBLIC SVCS INC	383,935	$15.45M	0.0%	—	—	COM	760759100
PEG	PUBLIC SVC ENTERPRISE GRP	372,379	$15.42M	0.0%	—	—	COM	744573106
—	AUDIENCE	3,405,574	$14.98M	0.0%	—	—	COM	05070J102
LYB	LYONDELLBASELL INDUSTRIES	184,200	$14.62M	0.0%	—	—	COM	N53745100
—	MOBILEYE N.V.	330,650	$13.41M	0.0%	—	—	COM	N51488117
CBT	CABOT CORP	300,000	$13.16M	0.0%	—	—	COM	127055101
—	QUIKSILVER	5,849,000	$12.93M	0.0%	—	—	COM	74838C106
—	NOVADAQ TECHNOLOGIES INC.	760,082	$12.63M	0.0%	—	—	COM	66987G102
—	REX ENERGY CORP	2,437,000	$12.43M	0.0%	—	—	COM	761565100
CIEN	CIENA CORP	633,469	$12.3M	0.0%	—	—	COM	171779309
CRM	SALESFORCE.COM	204,160	$12.11M	0.0%	—	—	COM	79466L302
—	BROCADE COMM SYS	1,000,000	$11.84M	0.0%	—	—	COM	111621306
—	MARRONE BIO INNOVATIONS	3,242,100	$11.7M	0.0%	—	—	COM	57165B106
—	ESTERLINE TECHNOLOGIES	98,431	$10.8M	0.0%	—	—	COM	297425100
NNBR	NN INC	507,600	$10.44M	0.0%	—	—	COM	629337106
MATX	MATSON INC.	277,761	$9.588M	0.0%	—	—	COM	57686G105
GEF	GREIF CL A	195,400	$9.229M	0.0%	—	—	COM	397624107
TDG	TRANSDIGM GROUP	45,200	$8.875M	0.0%	—	—	COM	893641100
—	HAWAIIAN HOLDINGS INC.	335,000	$8.727M	0.0%	—	—	COM	419879101
—	NCI BUILDING SYSTEMS	450,000	$8.334M	0.0%	—	—	COM	628852204
—	CHICAGO BRIDGE & IRON	197,600	$8.295M	0.0%	—	—	COM	167250109
—	THOMSON REUTERS CORP	200,000	$8.068M	0.0%	—	—	COM	884903105
TREX	TREX CO	183,337	$7.806M	0.0%	—	—	COM	89531P105
—	KALOBIOS PHARMA	4,475,700	$7.743M	0.0%	—	—	COM	48344T100
—	E TRADE FINANCIAL	302,800	$7.343M	0.0%	—	—	COM	269246401
EXC	EXELON CORP	177,300	$6.574M	0.0%	—	—	COM	30161N101
ALGT	ALLEGIANT TRAVEL CO	43,100	$6.479M	0.0%	—	—	COM	01748X102
NWL	NEWELL RUBBERMAID INC	163,060	$6.211M	0.0%	—	—	COM	651229106
OII	OCEANEERING INTL INC	100,000	$5.881M	0.0%	—	—	COM	675232102
—	SMART TECHNOLOGIES INC A	4,744,346	$5.598M	0.0%	—	—	COM	83172R108
CCK	CROWN HOLDINGS INC.	104,300	$5.309M	0.0%	—	—	COM	228368106
PBR/A	PETRO BRASIL ADR Pref A	695,000	$5.268M	0.0%	—	—	COM	71654V101
—	ONCOMED PHARMACEUTICALS	218,400	$4.752M	0.0%	—	—	COM	68234X102
—	KELLOGG CO.	70,000	$4.581M	0.0%	—	—	COM	487836108
—	ENSCO PLC	143,340	$4.293M	0.0%	—	—	COM	G3157S106
—	CARDICA INC	6,013,500	$4.209M	0.0%	—	—	COM	14141R101
MSI	MOTOROLA SOLUTIONS INC	57,900	$3.884M	0.0%	—	—	COM	620076307
GEF/B	GREIF CL B	74,551	$3.672M	0.0%	—	—	COM	397624206
PBR	PETROLEO BRASILEIRO ADR	430,000	$3.139M	0.0%	—	—	COM	71654V408
—	ARISTA NETWORKS	42,000	$2.552M	0.0%	—	—	COM	040413106
TSN	TYSON FOODS	60,000	$2.405M	0.0%	—	—	COM	902494103
—	AVALANCHE BIOTECHNOLOGIES INC.	38,000	$2.052M	0.0%	—	—	COM	05337G107
—	COLFAX	38,000	$1.96M	0.0%	—	—	COM	194014106
—	NOBLE CORP	100,000	$1.657M	0.0%	—	—	COM	G65431101
CRI	CARTER'S	17,370	$1.517M	0.0%	—	—	COM	146229109
VLRS	CONTROLADORA VUELA COMPANIA DE	157,000	$1.416M	0.0%	—	—	COM	21240E105
—	CERNER CORP	20,000	$1.293M	0.0%	—	—	COM	156782104
ACN	ACCENTURE PLC	10,450	$933K	0.0%	—	—	COM	G1151C101
—	NIMBLE STORAGE	33,100	$910K	0.0%	—	—	COM	65440R101
—	TWITTER INC.	24,980	$896K	0.0%	—	—	COM	90184L102
WDAY	WORKDAY	10,025	$818K	0.0%	—	—	COM	98138H101
—	XENOPORT	91,000	$798K	0.0%	—	—	COM	98411C100
VRSN	VERISIGN INC.	11,900	$678K	0.0%	—	—	COM	92343E102
POST	POST HOLDINGS	12,000	$503K	0.0%	—	—	COM	737446104
ATEN	A10 NETWORKS	90,000	$392K	0.0%	—	—	COM	002121101
—	FOUNDATION MEDICINE INC	10,700	$238K	0.0%	—	—	COM	350465100