Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	AKORN INC	5,571,280	$110M	3.0%	$13.52	—	COM	009728106
—	PORTFOLIO RECOVERY ASSOCINC	1,594,635	$95.57M	2.6%	$91.17	—	COM	73640Q105
—	GULFPORT ENERGY CORP NEW	1,443,383	$92.87M	2.6%	$47.88	—	COM NEW	402635304
—	SALIX PHARMACEUTICALS LIMITED	1,380,815	$92.35M	2.5%	$66.15	—	COM	795435106
AOS	A O SMITH	1,928,732	$87.18M	2.4%	$15.38	+12.3%	COM	831865209
—	NPS PHARMACEUTICALS INC	2,710,716	$86.23M	2.4%	$15.11	—	COM	62936P103
WEX	WEX INC	978,853	$85.89M	2.4%	$74.56	+13.4%	COM	96208T104
—	QUESTCOR PHARMACEUTICAL INC	1,393,349	$80.81M	2.2%	$45.44	—	COM	74835Y101
MIDD	MIDDLEBY CORP	365,086	$76.27M	2.1%	$52.53	+22.2%	COM	596278101
—	MWI VETERINARY SUPPLY INC	480,719	$71.8M	2.0%	$123.24	—	COM	55402X105
—	WASTE CONNECTIONS INC	1,572,704	$71.42M	2.0%	$41.14	—	COM	941053100
WSO	WATSCO INC A	755,406	$71.21M	2.0%	$84.42	+8.4%	CL B	942622200
—	COLFAX CORP	1,249,948	$70.61M	1.9%	$52.11	—	COM	194014106
WWW	WOLVERINE WORLD WIDE INC	1,116,401	$65.01M	1.8%	$20.15	+15.0%	COM	978097103
ALGN	ALIGN TECHNOLOGY INC	1,334,311	$64.18M	1.8%	$34.47	+26.6%	COM	016255101
AMG	AFFILIATED MANAGERS GROUP INC	348,322	$63.62M	1.8%	$153.14	+12.3%	COM	008252108
—	SYNCHRONOSS TECHNOLOGIES INC	1,625,743	$61.88M	1.7%	$30.87	—	COM	87157B103
—	OASIS PETROLEUM	1,251,341	$61.48M	1.7%	$38.87	—	COM	674215108
—	BEACON ROOFING SUPPLY INC	1,646,624	$60.71M	1.7%	$37.88	—	COM	073685109
BKU	BANKUNITED INC	1,912,133	$59.64M	1.6%	$17.43	+18.6%	COM	06652K103
—	CARDTRONICS INC	1,513,796	$56.18M	1.6%	$27.60	—	COM	14161H108
—	TRIUMPH GROUP INC	782,124	$54.92M	1.5%	$79.15	—	COM	896818101
—	WAGEWORKS INC	1,086,310	$54.8M	1.5%	$34.45	—	COM	930427109
—	HITTITE MICROWAVE CORP	837,536	$54.73M	1.5%	$58.00	—	COM	43365Y104
OMCL	OMNICELL INC	2,306,003	$54.61M	1.5%	$18.46	+20.7%	COM	68213N109
—	ACTUANT CORP CL A NEW	1,403,808	$54.52M	1.5%	$32.97	—	CL A NEW	00508X203
MMS	MAXIMUS INC	1,127,476	$50.78M	1.4%	$38.68	0.0%	COM	577933104
—	ANSYS INC	569,649	$49.29M	1.4%	$73.10	—	COM	03662Q105
—	ARIAD PHARMACEUTICALS	2,642,090	$48.62M	1.3%	$17.49	—	COM	04033A100
TXRH	TEXAS ROADHOUSE INC CLASS A	1,808,248	$47.56M	1.3%	$18.37	+10.6%	COM	882681109
—	SOLERA HOLDINGS INC	875,019	$46.26M	1.3%	$55.65	—	COM	83421A104
—	INVENSENSE INC	2,602,162	$45.85M	1.3%	$17.62	—	COM	46123D205
—	SIRONA DENTAL SYSTEMS INC	648,497	$43.4M	1.2%	$65.88	—	COM	82966C103
—	HSN INC	788,154	$42.26M	1.2%	$53.72	—	COM	404303109
—	VIRTUSA CORP	1,401,214	$40.72M	1.1%	$22.16	—	COM	92827P102
LKQ	LKQ CORP	1,206,789	$38.46M	1.1%	$21.42	+21.0%	COM	501889208
—	VITAMIN SHOPPE INC	867,078	$37.93M	1.0%	$44.84	—	COM	92849E101
—	REALPAGE INC	1,610,552	$37.22M	1.0%	$18.34	—	COM	75606N109
EPAM	EPAM SYSTEMS INC	1,066,838	$36.81M	1.0%	$23.63	+30.3%	COM	29414B104
GPI	GROUP 1 AUTOMOTIVE	466,499	$36.24M	1.0%	$74.56	0.0%	COM	398905109
—	APPROACH RESOURCES INC	1,321,092	$34.72M	1.0%	$24.57	—	COM	03834A103
DECK	DECKERS OUTDOOR CORP	520,372	$34.3M	0.9%	$9.07	+6.9%	COM	243537107
—	ROADRUNNER TRANSPORTATION	1,167,500	$32.97M	0.9%	$27.95	—	COM	76973Q105
—	KEYW HOLDING CORP	2,350,217	$31.61M	0.9%	$13.25	—	COM	493723100
—	BUFFALO WILD WINGS INC	281,336	$31.28M	0.9%	$98.24	—	COM	119848109
UNFI	UNITED NATURAL FOODS	456,703	$30.72M	0.8%	$60.79	0.0%	COM	911163103
SF	STIFEL FINANCIAL CORP	740,280	$30.51M	0.8%	$20.11	+15.3%	COM	860630102
AAPL	APPLE INC	62,794	$29.94M	0.8%	$13.16	+8.5%	COM	037833100
GMED	GLOBUS MEDICAL INC	1,647,223	$28.76M	0.8%	$15.43	+12.1%	CL A	379577208
—	DICE HOLDINGS INC	3,292,426	$28.02M	0.8%	$9.21	—	COM	253017107
—	CELGENE CORP	178,435	$27.5M	0.8%	$116.98	—	COM	151020104
—	CLARCOR INC	457,174	$25.39M	0.7%	$52.21	—	COM	179895107
—	ELLIE MAE INC	788,729	$25.25M	0.7%	$23.08	—	COM	28849P100
—	SPECTRANETICS CORP	1,502,741	$25.25M	0.7%	$18.68	—	COM	84760C107
BFH	ALLIANCE DATA SYSTEMS CORP	114,198	$24.15M	0.7%	$118.19	+15.8%	COM	018581108
—	FRESH MARKET INC	508,101	$24.04M	0.7%	$47.31	—	COM	35804H106
—	SEACHANGE INTL	2,082,803	$23.89M	0.7%	$11.71	—	COM	811699107
DHR	DANAHER CORP	296,105	$20.53M	0.6%	$25.01	+9.6%	COM	235851102
—	PROOFPOINT INC	617,204	$19.82M	0.5%	$25.25	—	COM	743424103
JNJ	JOHNSON & JOHNSON	217,329	$18.84M	0.5%	$59.66	+6.5%	COM	478160104
ORLY	O REILLY AUTOMOTIVE INC NEW	146,390	$18.68M	0.5%	$7.19	+13.6%	COM	67103H107
CHD	CHURCH & DWIGHT COMPANY INC	308,928	$18.55M	0.5%	$26.18	-1.0%	COM	171340102
—	ALTRA HOLDINGS INC	682,930	$18.38M	0.5%	$27.38	—	COM	02208R106
AME	AMETEK INC NEW	390,160	$17.95M	0.5%	$38.40	+8.0%	COM	031100100
QCOM	QUALCOMM INC	261,450	$17.6M	0.5%	$45.06	+3.3%	COM	747525103
ULTA	ULTA SALON COSMETICS & FRAGRAN	138,245	$16.52M	0.5%	$103.68	0.0%	COM	90384S303
GILD	GILEAD SCIENCES INC	261,159	$16.42M	0.5%	$36.21	+14.7%	COM	375558103
V	VISA INC CLASS A	85,665	$16.37M	0.5%	$40.02	+5.8%	COM CL A	92826C839
—	PRECISION CASTPARTS CORP	70,155	$15.94M	0.4%	$226.00	—	COM	740189105
ECL	ECOLAB INC	159,887	$15.79M	0.4%	$73.48	+10.5%	COM	278865100
—	EXPRESS SCRIPTS HOLDING COMPAN	244,103	$15.09M	0.4%	$61.74	—	COM	30219G108
ITW	ILLINOIS TOOL WORKS INC	189,989	$14.49M	0.4%	$49.85	+9.9%	COM	452308109
PRA	PROASSURANCE CORPORATION	304,710	$13.73M	0.4%	$49.77	+0.6%	COM	74267C106
—	PRAXAIR INC	113,589	$13.65M	0.4%	$115.16	—	COM	74005P104
—	LINKEDLN CORPORATION	55,243	$13.59M	0.4%	$178.30	—	COM CL A	53578A108
—	HALCON RESOURCES CORP	3,042,983	$13.48M	0.4%	$5.67	—	COM	40537Q209
PEP	PEPSICO INC	164,071	$13.04M	0.4%	$56.00	+1.4%	COM	713448108
—	MICHAEL KORS HOLDINGS LIMITED	174,772	$13.02M	0.4%	$74.52	—	SHS	G60754101
IBM	INTERNATIONAL BUSINESS MACHINE	68,323	$12.65M	0.3%	$118.94	-6.2%	COM	459200101
ROST	ROSS STORES INC	171,982	$12.52M	0.3%	$28.26	+6.9%	COM	778296103
SBH	SALLY BEAUTY HOLDINGS INC	465,783	$12.19M	0.3%	$30.22	-7.2%	COM	79546E104
—	PRICELINE.COM INC NEW	11,950	$12.08M	0.3%	$826.66	—	COM NEW	741503403
—	BED BATH & BEYOND INC	155,580	$12.04M	0.3%	$70.95	—	COM	075896100
—	ALTERA CORP	322,550	$11.99M	0.3%	$32.99	—	COM	021441100
SLB	SCHLUMBERGER LTD	134,990	$11.93M	0.3%	$52.90	+11.5%	COM	806857108
—	INTERCONTINENTAL EXCHANGE INC	64,714	$11.74M	0.3%	$177.77	—	COM	45865V100
—	GOOGLE INC CL A	12,851	$11.26M	0.3%	$880.38	—	CL A	38259P508
—	MEAD JOHNSON NUTRITION COMPANY	149,867	$11.13M	0.3%	$79.23	—	COM	582839106
—	CONCHO RESOURCES INC	99,613	$10.84M	0.3%	$83.73	—	COM	20605P101
—	CERNER CORP	192,143	$10.1M	0.3%	$74.59	—	COM	156782104
—	E M C CORP MASS	363,894	$9.301M	0.3%	$23.62	—	COM	268648102
PB	PROSPERITY BANCSHARES INC	149,380	$9.238M	0.3%	$34.46	+24.1%	COM	743606105
ORCL	ORACLE CORP	274,680	$9.111M	0.3%	$27.58	-1.9%	COM	68389X105
—	CITRIX SYSTEMS INC	127,630	$9.012M	0.2%	$60.36	—	COM	177376100
MDLZ	MONDELEZ INTERNATIONAL INC CL	285,628	$8.975M	0.2%	$23.16	+2.4%	CL A	609207105
VFC	V F CORP	43,516	$8.662M	0.2%	$42.45	+8.7%	COM	918204108
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	102,826	$8.444M	0.2%	$29.46	+11.7%	COM	192446102
TDG	TRANSDIGM GROUP INC	59,597	$8.266M	0.2%	$70.58	+8.1%	COM	893641100
SBUX	STARBUCKS CORP COM	107,347	$8.263M	0.2%	$24.37	+16.0%	COM	855244109
—	DENBURY RESOURCES INC NE	431,592	$7.945M	0.2%	$17.32	—	COM NEW	247916208
MSM	MSC INDUSTRIAL DIRECT CLASS A	96,469	$7.848M	0.2%	$80.58	-1.1%	COM	553530106
MAR	MARRIOTT INTERNATIONAL INC	183,690	$7.726M	0.2%	$36.65	-0.2%	CL A	571903202
IT	GARTNER INC	125,801	$7.548M	0.2%	$56.76	+3.7%	COM	366651107
—	STERICYCLE INC	65,075	$7.51M	0.2%	$110.43	—	COM	858912108
BAX	BAXTER INTERNATIONAL INC	111,943	$7.354M	0.2%	$30.42	+2.1%	COM	071813109
TJX	TJX COS INC	126,872	$7.154M	0.2%	$20.82	+8.2%	COM	872540109
—	UNITED TECHNOLOGIES	46,858	$5.053M	0.1%	$92.94	—	COM	913017109
PAG	PENSKE AUTOMOTIVE GROUP	113,630	$4.855M	0.1%	$31.29	+22.3%	COM	70959W103
—	GNC HOLDINGS INC CL A	83,518	$4.563M	0.1%	$44.38	—	COM CL A	36191G107
RHI	ROBERT HALF INTL INC COM	109,417	$4.271M	0.1%	$34.48	+6.8%	COM	770323103
—	PETSMART INC	46,610	$3.554M	0.1%	$67.14	—	COM	716768106
DKS	DICKS SPORTING GOODS COM	64,865	$3.462M	0.1%	$36.98	+1.0%	COM	253393102
CHKP	CHECK POINT SOFTWARE ORD	60,889	$3.444M	0.1%	$48.11	+16.8%	COM	M22465104
DLTR	DOLLAR TREE STORES COM	59,868	$3.422M	0.1%	$48.73	+10.8%	COM	256746108
APH	AMPHENOL CORP	42,108	$3.258M	0.1%	$8.50	+2.1%	CL A NEW	032095101
—	AIRGAS	28,348	$3.006M	0.1%	$95.69	—	COM	009363102
GS	GOLDMAN SACHS GRP	18,907	$2.991M	0.1%	$120.06	+5.9%	COM	38141G104
ROP	ROPER INDUSTRIES INC	22,455	$2.984M	0.1%	$113.65	+4.9%	COM	776696106
HAIN	HAIN CELESTIAL GROUP	38,142	$2.942M	0.1%	$37.71	0.0%	COM	405217100
FBIN	FORTUNE BRANDS HOME & SECURITY	70,048	$2.916M	0.1%	$27.95	+2.9%	COM	34964C106
TFX	TELEFLEX INC	34,682	$2.854M	0.1%	$72.96	-1.6%	COM	879369106
GRFS	GRIFOLS S.A. ADS	92,902	$2.813M	0.1%	$30.28	—	SP ADR	398438408
—	SOUTHWESTERN ENERGY COMPANY	53,037	$1.93M	0.1%	$36.53	—	COM	845467109
ISRG	INTUITIVE SURGICAL	4,061	$1.528M	0.0%	$55.09	-19.8%	COM NEW	46120E602
BA	BOEING CO	2,040	$240K	0.0%	$91.56	0.0%	COM	097023105
JPM	JPMORGAN & CHASE & CO COM	4,287	$222K	0.0%	$36.36	+5.9%	COM	46625H100
—	BLACKROCK INC	790	$214K	0.0%	$270.89	—	COM	09247X101