Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMGN	AMGEN INC.	29,181,826	$4.375B	4.5%	—	—	COM	031162100
BIIB	BIOGEN INC.	16,246,726	$4.229B	4.4%	—	—	COM	09062X103
LLY	LILLY ELI & CO	57,756,918	$4.159B	4.3%	—	—	COM	532457108
LUV	SOUTHWEST AIRLS CO	74,206,258	$3.324B	3.4%	—	—	COM	844741108
MSFT	MICROSOFT CORP.	59,535,523	$3.288B	3.4%	—	—	COM	594918104
TXN	TEXAS INSTRS. INC.	54,529,986	$3.131B	3.2%	—	—	COM	882508104
ADBE	ADOBE SYS INC	33,213,085	$3.115B	3.2%	—	—	COM	00724F101
FDX	FEDEX CORP	16,116,764	$2.623B	2.7%	—	—	COM	31428X106
—	ROCHE HOLDING AG-CHF	10,138,277	$2.495B	2.6%	—	—	COM	007110388
—	ALPHABET INC CLASS A	2,581,266	$1.969B	2.0%	—	—	COM	02079k305
—	ALPHABET INC CLASS C	2,518,227	$1.876B	1.9%	—	—	COM	02079k107
SCHW	SCHWAB CHARLES CORP	55,743,131	$1.562B	1.6%	—	—	COM	808513105
—	L BRANDS INC.	17,726,521	$1.557B	1.6%	—	—	COM	501797104
NVS	NOVARTIS AG ADR	20,938,858	$1.517B	1.6%	—	—	COM	66987V109
BABA	ALIBABA GROUP HOLDING	15,674,905	$1.239B	1.3%	—	—	COM	01609W102
—	AIRBUS GROUP	18,540,948	$1.231B	1.3%	—	—	COM	004012250
JPM	JPMORGAN CHASE & CO.	20,518,581	$1.215B	1.3%	—	—	COM	46625H100
SONY	SONY CORP ADR NEW	46,230,550	$1.189B	1.2%	—	—	COM	835699307
CCL	CARNIVAL CORP	22,515,830	$1.188B	1.2%	—	—	COM	143658300
NTAP	NETAPP INC.	43,514,951	$1.188B	1.2%	—	—	COM	64110D104
UAL	UNITED CONTL HLDGS INC	19,534,025	$1.169B	1.2%	—	—	COM	910047109
MDT	MEDTRONIC PLC	15,196,981	$1.14B	1.2%	—	—	COM	G5960L103
AAL	AMERICAN AIRLINES GROUP	27,548,576	$1.13B	1.2%	—	—	COM	02376R102
NVDA	NVIDIA CORP.	29,210,850	$1.041B	1.1%	—	—	COM	67066G104
INTC	INTEL CORP	31,713,985	$1.026B	1.1%	—	—	COM	458140100
—	MONSANTO CO.	11,498,797	$1.009B	1.0%	—	—	COM	61166W101
MRSH	MARSH & MCLENNAN COS.	16,419,476	$998M	1.0%	—	—	COM	571748102
HPE	HEWLETT PACKARD ENTERPRISE	56,167,415	$996M	1.0%	—	—	COM	42824C109
TJX	TJX COS INC NEW	12,516,096	$981M	1.0%	—	—	COM	872540109
KMX	CARMAX INC.	19,079,632	$975M	1.0%	—	—	COM	143130102
—	SANDISK CORP	12,746,501	$970M	1.0%	—	—	COM	80004C101
DAL	DELTA AIR LINES DEL	19,136,680	$932M	1.0%	—	—	COM	247361702
KLAC	KLA-TENCOR CORP.	12,449,596	$906M	0.9%	—	—	COM	482480100
WFC	WELLS FARGO & CO.	18,501,167	$895M	0.9%	—	—	COM	949746101
—	EMC CORP/MASS	33,547,625	$894M	0.9%	—	—	COM	268648102
ROST	ROSS STORES INC	15,036,800	$871M	0.9%	—	—	COM	778296103
QCOM	QUALCOMM INCORP.	16,330,925	$835M	0.9%	—	—	COM	747525103
CSCO	CISCO SYSTEMS INC	29,127,015	$829M	0.9%	—	—	COM	17275R102
BSX	BOSTON SCIENTIFIC CORP	43,354,400	$815M	0.8%	—	—	COM	101137107
ERIC	ERICSSON	78,258,204	$785M	0.8%	—	—	COM	294821608
HPQ	HP INC.	63,221,365	$779M	0.8%	—	—	COM	40434L105
TMO	THERMO FISHER SCIENTIFIC INC	5,439,360	$770M	0.8%	—	—	COM	883556102
INTU	INTUIT INC	7,119,925	$741M	0.8%	—	—	COM	461202103
T	AT&T INC.	18,827,232	$737M	0.8%	—	—	COM	00206R102
ABT	ABBOTT LABORATORIES	16,812,839	$703M	0.7%	—	—	COM	002824100
DIS	DISNEY WALT CO.	6,708,799	$666M	0.7%	—	—	COM	254687106
ALK	ALASKA AIRGROUP INC.	7,538,700	$618M	0.6%	—	—	COM	011659109
FLEX	FLEXTRONICS INTL LTD	51,084,332	$616M	0.6%	—	—	COM	Y2573F102
BB	BLACKBERRY LTD	76,097,907	$616M	0.6%	—	—	COM	09228F103
BMRN	BIOMARIN PHARMA	7,350,369	$606M	0.6%	—	—	COM	09061G101
MU	MICRON TECHNOLOGY INC	57,143,016	$598M	0.6%	—	—	COM	595112103
V	VISA	7,158,400	$547M	0.6%	—	—	COM	92826C839
HON	HONEYWELL INTL. INC.	4,856,245	$544M	0.6%	—	—	COM	438516106
—	ABIOMED INC.	5,535,290	$525M	0.5%	—	—	COM	003654100
RCL	ROYAL CARIBBEAN	5,869,872	$482M	0.5%	—	—	COM	V7780T103
—	SEATTLE GENETICS	13,589,187	$477M	0.5%	—	—	COM	812578102
CAT	CATERPILLAR INC DEL	6,219,249	$476M	0.5%	—	—	COM	149123101
—	QIAGEN N.V.	20,493,375	$458M	0.5%	—	—	COM	N72482107
JBLU	JET BLUE AIRWAYS	20,142,714	$425M	0.4%	—	—	COM	477143101
PGR	PROGRESSIVE CORP.	11,766,525	$413M	0.4%	—	—	COM	743315103
UPS	UNITED PARCEL SVC INC.	3,880,998	$409M	0.4%	—	—	COM	911312106
DE	DEERE & CO	5,286,519	$407M	0.4%	—	—	COM	244199105
GLW	CORNING INC	19,378,500	$405M	0.4%	—	—	COM	219350105
UNP	UNION PACIFIC CORP.	4,693,100	$373M	0.4%	—	—	COM	907818108
AZN	ASTRAZENECA	13,084,275	$368M	0.4%	—	—	COM	046353108
CVS	CVS HEALTH CORP	3,548,780	$368M	0.4%	—	—	COM	126650100
—	JACOBS ENGR GROUP DEL	8,168,805	$356M	0.4%	—	—	COM	469814107
ILMN	ILLUMINA INC	2,174,770	$353M	0.4%	—	—	COM	452327109
—	ELLIE MAE	3,861,950	$350M	0.4%	—	—	COM	28849P100
—	ACTIVISION BLIZZARD	10,334,800	$350M	0.4%	—	—	COM	00507V109
TRMB	TRIMBLE NAVIGATION	13,319,816	$330M	0.3%	—	—	COM	896239100
SLB	SCHLUMBERGER LTD	4,443,971	$328M	0.3%	—	—	COM	806857108
JNJ	JOHNSON & JOHNSON	3,023,678	$327M	0.3%	—	—	COM	478160104
ORCL	ORACLE CORP.	7,751,850	$317M	0.3%	—	—	COM	68389X105
—	DREAM WORKS ANIMATION	11,696,200	$292M	0.3%	—	—	COM	26153C103
—	E TRADE FINANCIAL	11,343,300	$278M	0.3%	—	—	COM	269246401
—	NEKTAR THERAPEUTICS	20,010,086	$275M	0.3%	—	—	COM	640268108
—	TRIBUNE MEDIA COMPANY	7,114,520	$273M	0.3%	—	—	COM	896047503
—	CREE INC.	9,357,041	$272M	0.3%	—	—	COM	225447101
ASML	ASML HOLDING NV	2,624,844	$264M	0.3%	—	—	COM	N07059210
—	NUANCE COMMUNICATIONS	13,964,656	$261M	0.3%	—	—	COM	67020Y100
ADI	ANALOG DEVICES	4,403,345	$261M	0.3%	—	—	COM	032654105
PYPL	PAYPAL HOLDINGS INC	6,730,700	$260M	0.3%	—	—	COM	70450Y103
TSLA	TESLA MOTORS	1,123,615	$258M	0.3%	—	—	COM	88160R101
—	SHUTTERFLY	5,513,632	$256M	0.3%	—	—	COM	82568P304
BA	BOEING CO.	1,843,600	$234M	0.2%	—	—	COM	097023105
ACM	AECOM	7,470,676	$230M	0.2%	—	—	COM	00766T100
—	YAHOO! INC.	5,938,080	$219M	0.2%	—	—	COM	984332106
—	BED BATH & BEYOND INC.	4,228,356	$210M	0.2%	—	—	COM	075896100
A	AGILENT TECHNOLOGIES	5,172,590	$206M	0.2%	—	—	COM	00846U101
—	PRAXAIR INC.	1,741,270	$199M	0.2%	—	—	COM	74005P104
—	RITCHIE BROS AUCTION	7,331,480	$199M	0.2%	—	—	COM	767744105
EBAY	EBAY INC.	8,303,100	$198M	0.2%	—	—	COM	278642103
USB	US BANCORP DEL	4,819,325	$196M	0.2%	—	—	COM	902973304
—	PLANTRONICS INC NEW	4,923,150	$193M	0.2%	—	—	COM	727493108
NCLH	NORWEGIAN CRUISE LINES	3,486,407	$193M	0.2%	—	—	COM	G66721104
KEYS	KEYSIGHT TECHNOLOGIES	6,841,577	$190M	0.2%	—	—	COM	49338L103
—	NEUSTAR	7,599,657	$187M	0.2%	—	—	COM	64126X201
CME	THE CME GROUP	1,946,113	$187M	0.2%	—	—	COM	12572Q105
EOG	EOG RESOURCES INC.	2,476,875	$180M	0.2%	—	—	COM	26875P101
RVTY	PERKIN ELMER	3,497,630	$173M	0.2%	—	—	COM	714046109
AMZN	AMAZON.COM INC	291,238	$173M	0.2%	—	—	COM	023135106
PODD	INSULET CORP.	5,194,369	$172M	0.2%	—	—	COM	45784P101
RIG	TRANSOCEAN LTD	17,491,136	$160M	0.2%	—	—	COM	H8817H100
MRK	MERCK & COMPANY	2,992,800	$158M	0.2%	—	—	COM	58933Y105
—	AFFYMETRIX INC.	10,544,194	$148M	0.2%	—	—	COM	00826T108
—	DISCOVER FIN SVCS	2,856,600	$145M	0.2%	—	—	COM	254709108
CHRW	CH ROBINSON WORLDWIDE	1,832,654	$136M	0.1%	—	—	COM	12541W209
—	UNITED TECHNOLOGIES CORP.	1,305,900	$131M	0.1%	—	—	COM	913017109
AMAT	APPLIED MATERIALS	6,128,155	$130M	0.1%	—	—	COM	038222105
LVS	LAS VEGAS SANDS CORP.	2,502,481	$129M	0.1%	—	—	COM	517834107
RMBS	RAMBUS INC DEL COM	9,333,022	$128M	0.1%	—	—	COM	750917106
ROK	ROCKWELL AUTOMATION	1,110,700	$126M	0.1%	—	—	COM	773903109
—	COMSCORE	4,192,532	$126M	0.1%	—	—	COM	20564W105
MKTX	MARKETAXESS HLDGS INC.	1,003,420	$125M	0.1%	—	—	COM	57060D108
CSX	CSX CORP.	4,793,950	$123M	0.1%	—	—	COM	126408103
NTRS	NORTHERN TRUST CORPORATION	1,775,400	$116M	0.1%	—	—	COM	665859104
AAPL	APPLE INC	1,040,500	$113M	0.1%	—	—	COM	037833100
—	ASCENA RETAIL GROUP	10,242,100	$113M	0.1%	—	—	COM	04351G101
—	SAFRAN	1,580,900	$111M	0.1%	—	—	COM	00B058TZ6
TSN	TYSON FOODS	1,656,100	$110M	0.1%	—	—	COM	902494103
—	IMMUNOGEN	12,867,483	$110M	0.1%	—	—	COM	45253H101
IEX	IDEX CORP	1,319,810	$109M	0.1%	—	—	COM	45167R104
EA	ELECTRONIC ARTS INC.	1,638,825	$108M	0.1%	—	—	COM	285512109
—	POTASH CORP SASK INC	6,337,259	$108M	0.1%	—	—	COM	73755L107
PNR	PENTAIR PLC	1,976,100	$107M	0.1%	—	—	COM	G7S00T104
—	ABAXIS	2,347,500	$107M	0.1%	—	—	COM	002567105
CW	CURTISS WRIGHT	1,376,900	$104M	0.1%	—	—	COM	231561101
SSYS	STRATASYS LTD	4,006,200	$104M	0.1%	—	—	COM	M85548101
SNY	SANOFI	2,549,382	$102M	0.1%	—	—	COM	80105N105
—	SPRINT CORP.	28,890,500	$101M	0.1%	—	—	COM	85207U105
DSGX	DESCARTES SYS GRP INC	4,971,090	$96.99M	0.1%	—	—	COM	249906108
—	VMWARE	1,780,187	$93.12M	0.1%	—	—	COM	928563402
GIL	GILDAN ACTIVEWEAR	3,043,300	$92.85M	0.1%	—	—	COM	375916103
CRL	CHARLES RIVER LAB	1,213,160	$92.13M	0.1%	—	—	COM	159864107
WAT	WATERS CORP	650,867	$85.86M	0.1%	—	—	COM	941848103
VFC	V F CORP	1,272,600	$82.41M	0.1%	—	—	COM	918204108
CE	CELANESE CORP	1,230,800	$80.62M	0.1%	—	—	COM	150870103
—	CEPHEID	2,407,500	$80.31M	0.1%	—	—	COM	15670R107
JBL	JABIL CIRCUIT	4,125,875	$79.51M	0.1%	—	—	COM	466313103
—	NOBLE ENERGY INC.	2,523,800	$79.27M	0.1%	—	—	COM	655044105
—	DOW CHEMICAL CO.	1,554,925	$79.08M	0.1%	—	—	COM	260543103
—	EPIZYME	6,518,627	$79.01M	0.1%	—	—	COM	29428V104
—	THE RUBICON PROJECT	4,321,300	$78.99M	0.1%	—	—	COM	78112V102
FFIV	F5 NETWORKS INC	718,550	$76.06M	0.1%	—	—	COM	315616102
ENTG	ENTEGRIS INC	5,240,850	$71.38M	0.1%	—	—	COM	29362U104
—	TIME WARNER CABLE	348,004	$71.21M	0.1%	—	—	COM	88732J207
XOM	EXXON MOBIL CORP.	789,212	$65.97M	0.1%	—	—	COM	30231G102
OLED	UNIVERSAL DISPLAY CORP	1,207,875	$65.35M	0.1%	—	—	COM	91347P105
—	CRAY INC	1,534,750	$64.32M	0.1%	—	—	COM	225223304
XNCR	XENCOR	4,731,995	$63.5M	0.1%	—	—	COM	98401F105
CTRA	CABOT OIL & GAS CORP	2,723,400	$61.85M	0.1%	—	—	COM	127097103
FORM	FORMFACTOR INC	8,336,959	$60.61M	0.1%	—	—	COM	346375108
—	FARO TECHNOLOGIES INC.	1,821,742	$58.68M	0.1%	—	—	COM	311642102
—	FEI COMPANY	657,800	$58.55M	0.1%	—	—	COM	30241L109
ABBV	ABBVIE INC.	1,022,845	$58.42M	0.1%	—	—	COM	00287Y109
—	NOVADAQ TECHNOLOGIES INC.	5,260,582	$58.34M	0.1%	—	—	COM	66987G102
MA	MASTERCARD INC CL A	606,300	$57.3M	0.1%	—	—	COM	57636Q104
ZBH	ZIMMER BIOMET HOLDINGS INC.	528,300	$56.33M	0.1%	—	—	COM	98956P102
—	SERVICESOURCE	12,940,050	$55.13M	0.1%	—	—	COM	81763U100
CHGG	CHEGG INC	11,581,990	$51.66M	0.1%	—	—	COM	163092109
EW	EDWARDS LIFE	560,000	$49.4M	0.1%	—	—	COM	28176E108
ARAY	ACCURAY INC.	8,544,500	$49.39M	0.1%	—	—	COM	004397105
—	HERTZ GLOBAL HLDS	4,654,300	$49.01M	0.1%	—	—	COM	42805T105
KEX	KIRBY CORP.	792,395	$47.77M	0.0%	—	—	COM	497266106
—	NATIONAL OILWELL VARCO	1,515,395	$47.13M	0.0%	—	—	COM	637071101
CERS	CERUS CORP	7,800,000	$46.25M	0.0%	—	—	COM	157085101
—	SOUTHWESTERN ENERGY CO	5,725,525	$46.2M	0.0%	—	—	COM	845467109
PEP	PEPSICO INC	450,000	$46.12M	0.0%	—	—	COM	713448108
EXPD	EXPEDITORS INTL OF WASH	939,400	$45.85M	0.0%	—	—	COM	302130109
—	VIRGIN AMERICA	1,184,900	$45.69M	0.0%	—	—	COM	92765X208
—	GLAXOSMITHKLINE PLC (ADR)	1,116,885	$45.29M	0.0%	—	—	COM	37733W105
—	SPIRIT AIRLINES	924,324	$44.35M	0.0%	—	—	COM	848577102
—	NUVASIVE INC.	901,000	$43.83M	0.0%	—	—	COM	670704105
—	AXCELIS TECHNOLOGIES	13,809,200	$38.67M	0.0%	—	—	COM	054540109
—	TUESDAY MORNING CORP.	4,673,700	$38.23M	0.0%	—	—	COM	899035505
AXP	AMERICAN EXPRESS CO.	574,700	$35.29M	0.0%	—	—	COM	025816109
NSC	NORFOLK SOUTHERN	417,662	$34.77M	0.0%	—	—	COM	655844108
NWL	NEWELL RUBBERMAID INC	778,060	$34.46M	0.0%	—	—	COM	651229106
LAB	FLUIDIGM CORP.	4,266,432	$34.43M	0.0%	—	—	COM	34385P108
GRMN	GARMIN LIMITED	841,500	$33.63M	0.0%	—	—	COM	H2906T109
—	CAMERON INTL CORP	480,200	$32.2M	0.0%	—	—	COM	13342B105
SYK	STRYKER CORP.	295,500	$31.7M	0.0%	—	—	COM	863667101
—	DU PONT E.I. DE NEMOURS	482,200	$30.53M	0.0%	—	—	COM	263534109
—	EXACT SCIENCES CORP	4,516,300	$30.44M	0.0%	—	—	COM	30063p105
—	HAWAIIAN HOLDINGS INC.	634,500	$29.94M	0.0%	—	—	COM	419879101
—	RUCKUS WIRELESS	2,989,732	$29.33M	0.0%	—	—	COM	781220108
—	TRIBUNE PUBLISHING	3,570,968	$27.57M	0.0%	—	—	COM	896082104
MCD	MCDONALDS CORP.	212,700	$26.73M	0.0%	—	—	COM	580135101
TER	TERADYNE	1,209,000	$26.1M	0.0%	—	—	COM	880770102
WHR	WHIRLPOOL CP	141,600	$25.54M	0.0%	—	—	COM	963320106
—	MOMENTA PHARMACEUTICALS	2,738,900	$25.31M	0.0%	—	—	COM	60877T100
—	BLUE BUFFALO	982,400	$25.21M	0.0%	—	—	COM	09531U102
CRM	SALESFORCE.COM	332,860	$24.57M	0.0%	—	—	COM	79466L302
—	SOLAZYME	12,057,284	$24.48M	0.0%	—	—	COM	83415T101
—	HILTON WORLDWIDE HOLDINGS INC	1,082,800	$24.39M	0.0%	—	—	COM	43300A104
—	PFENEX INC	2,431,388	$23.9M	0.0%	—	—	COM	717071104
HUBS	HUBSPOT INC	515,000	$22.46M	0.0%	—	—	COM	443573100
—	DIEBOLD	766,000	$22.14M	0.0%	—	—	COM	253651103
MAR	MARRIOTT INTERNATIONAL	300,000	$21.35M	0.0%	—	—	COM	571903202
CMCSA	COMCAST CORP CABLE	343,967	$21.01M	0.0%	—	—	COM	20030N101
—	GUIDANCE SOFTWARE	4,585,315	$19.72M	0.0%	—	—	COM	401692108
RSG	REPUBLIC SVCS INC	392,935	$18.72M	0.0%	—	—	COM	760759100
—	CIRCOR CORP	392,000	$18.18M	0.0%	—	—	COM	17273K109
PEG	PUBLIC SVC ENTERPRISE GRP	372,379	$17.55M	0.0%	—	—	COM	744573106
TDG	TRANSDIGM GROUP	75,700	$16.68M	0.0%	—	—	COM	893641100
BOOT	BOOT BARN HOLDINGS	1,771,489	$16.65M	0.0%	—	—	COM	099406100
ABUS	ARBUTUS BIOPHARMA CORP	3,850,000	$15.9M	0.0%	—	—	COM	03879J100
CB	CHUBB LIMITED	131,853	$15.71M	0.0%	—	—	COM	H1467J104
MCY	MERCURY GENERAL CORP	281,600	$15.63M	0.0%	—	—	COM	589400100
—	TYCO INTL LTD	400,000	$14.68M	0.0%	—	—	COM	G91442106
NNBR	NN INC	1,039,742	$14.22M	0.0%	—	—	COM	629337106
OSUR	ORASURE TECHNOLOGIES	1,950,900	$14.11M	0.0%	—	—	COM	68554V108
—	BARRACUDA NETWORKS INC	915,000	$14.09M	0.0%	—	—	COM	068323104
CAR	AVIS BUDGET GROUP	445,000	$12.18M	0.0%	—	—	COM	053774105
—	DYAX (NON-TRADABLE) CONT VAL R	10,482,860	$11.64M	0.0%	—	—	COM	267CVR991
—	PENNEY J C INC	1,000,000	$11.06M	0.0%	—	—	COM	708160106
CRI	CARTER'S	104,870	$11.05M	0.0%	—	—	COM	146229109
—	CONSTELLIUM N.V.	2,122,100	$11.01M	0.0%	—	—	COM	N22035104
AZO	AUTOZONE INC.	13,800	$10.99M	0.0%	—	—	COM	053332102
IMAX	IMAX CORP.	332,768	$10.35M	0.0%	—	—	COM	45245E109
CIEN	CIENA CORP	520,627	$9.902M	0.0%	—	—	COM	171779309
MATX	MATSON INC.	229,761	$9.229M	0.0%	—	—	COM	57686G105
DMRC	DIGIMARC	293,400	$8.89M	0.0%	—	—	COM	25381B101
—	AXOVANT SCIENCES	761,002	$8.736M	0.0%	—	—	COM	G0750W104
MATV	SCHWEITZER-MAUDUIT	274,490	$8.641M	0.0%	—	—	COM	808541106
—	NCI BUILDING SYSTEMS	605,000	$8.591M	0.0%	—	—	COM	628852204
OLLI	OLLIE'S BARGAIN OUTLET HOLDING	354,800	$8.313M	0.0%	—	—	COM	681116109
ALGT	ALLEGIANT TRAVEL CO	43,100	$7.674M	0.0%	—	—	COM	01748X102
—	ESTERLINE TECHNOLOGIES	113,331	$7.261M	0.0%	—	—	COM	297425100
CBT	CABOT CORP	150,000	$7.249M	0.0%	—	—	COM	127055101
LYB	LYONDELLBASELL INDUSTRIES	84,300	$7.214M	0.0%	—	—	COM	N53745100
—	FLEX PHARMA	634,721	$6.963M	0.0%	—	—	COM	33938A105
—	MOBILEYE N.V.	177,050	$6.602M	0.0%	—	—	COM	N51488117
GEF	GREIF CL A	190,400	$6.236M	0.0%	—	—	COM	397624107
—	FRANK'S INTERNATIONAL	332,300	$5.476M	0.0%	—	—	COM	N33462107
—	KELLOGG CO.	70,000	$5.358M	0.0%	—	—	COM	487836108
CCK	CROWN HOLDINGS INC.	103,600	$5.138M	0.0%	—	—	COM	228368106
LOW	LOWES COS INC	66,300	$5.022M	0.0%	—	—	COM	548661107
—	ARISTA NETWORKS	75,500	$4.764M	0.0%	—	—	COM	040413106
RRC	RANGE RESOURCES	141,000	$4.566M	0.0%	—	—	COM	75281A109
—	CHICAGO BRIDGE & IRON	120,000	$4.391M	0.0%	—	—	COM	167250109
—	BROCADE COMM SYS	400,000	$4.232M	0.0%	—	—	COM	111621306
PEN	PENUMBRA	86,800	$3.993M	0.0%	—	—	COM	70975L107
VLRS	CONTROLADORA VUELA COMPANIA DE	182,000	$3.835M	0.0%	—	—	COM	21240E105
—	CABELA'S	74,300	$3.618M	0.0%	—	—	COM	126804301
—	TWITTER INC.	214,480	$3.55M	0.0%	—	—	COM	90184L102
PBR/A	PETRO BRASIL ADR Pref A	695,000	$3.148M	0.0%	—	—	COM	71654V101
—	FRANCESCA'S HOLDINGS	152,800	$2.928M	0.0%	—	—	COM	351793104
—	MARRONE BIO INNOVATIONS	3,216,100	$2.894M	0.0%	—	—	COM	57165B106
—	COVANTA HOLDINGS CORP	171,000	$2.883M	0.0%	—	—	COM	22282E102
—	REX ENERGY CORP	3,645,000	$2.807M	0.0%	—	—	COM	761565100
PBR	PETROLEO BRASILEIRO ADR	430,000	$2.511M	0.0%	—	—	COM	71654V408
—	NIMBLE STORAGE	302,600	$2.372M	0.0%	—	—	COM	65440R101
—	AVALANCHE BIOTECHNOLOGIES INC.	427,000	$2.208M	0.0%	—	—	COM	05337G107
—	ONCOMED PHARMACEUTICALS	215,800	$2.182M	0.0%	—	—	COM	68234X102
—	CARDICA INC	601,350	$2.141M	0.0%	—	—	COM	14141R309
CMA	COMERICA	53,500	$2.026M	0.0%	—	—	COM	200340107
SXT	SENSIENT TECHNOLOGY	30,000	$1.904M	0.0%	—	—	COM	81725T100
GEF/B	GREIF CL B	37,000	$1.732M	0.0%	—	—	COM	397624206
—	ENSCO PLC	143,340	$1.486M	0.0%	—	—	COM	G3157S106
—	SMART TECHNOLOGIES INC A	4,058,085	$1.461M	0.0%	—	—	COM	83172R108
—	CERNER CORP	20,000	$1.059M	0.0%	—	—	COM	156782104
OSIS	OSI SYSTEMS	16,000	$1.048M	0.0%	—	—	COM	671044105
—	AARON'S INC	37,000	$929K	0.0%	—	—	COM	002535300
POST	POST HOLDINGS	12,000	$825K	0.0%	—	—	COM	737446104
WDAY	WORKDAY	10,000	$768K	0.0%	—	—	COM	98138H101
CC	CHEMOURS CO	90,400	$633K	0.0%	—	—	COM	163851108
—	XENOPORT	91,000	$410K	0.0%	—	—	COM	98411C100
ATEN	A10 NETWORKS	35,000	$207K	0.0%	—	—	COM	002121101