Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IT	GARTNER INC	9,175,270	$652M	2.7%	$57.23	+10.3%	COM	366651107
ACGL	ARCH CAP GROUP LTD	9,516,737	$568M	2.4%	$16.55	+10.2%	ORD	G0450A105
DKS	DICKS SPORTING GOODS INC	8,581,167	$499M	2.1%	$37.05	+9.4%	COM	253393102
—	ITC HLDGS CORP	5,143,603	$493M	2.0%	$91.33	—	COM	465685105
GLPI	GAMING & LEISURE PPTYS INC	8,158,620	$415M	1.7%	$50.81	—	COM	36467J108
FDS	FACTSET RESH SYS INC	3,730,176	$405M	1.7%	$84.02	+16.1%	COM	303075105
MTN	VAIL RESORTS INC	5,375,886	$404M	1.7%	$62.47	+15.6%	COM	91879Q109
IDXX	IDEXX LABS INC	3,727,807	$397M	1.6%	$43.91	+19.9%	COM	45168D104
—	GENESEE & WYO INC	4,010,604	$385M	1.6%	$85.29	—	CL A	371559105
UNFI	UNITED NATURAL FOODS INC	4,917,900	$371M	1.5%	$52.15	+35.4%	COM	911163103
CSGP	COSTAR GROUP INC	2,003,125	$370M	1.5%	$11.47	+54.1%	COM	22160N109
LKQ	LKQ CORP	10,708,457	$352M	1.5%	$21.42	+36.8%	COM	501889208
—	SBA COMMUNICATIONS CORP	3,889,482	$349M	1.4%	$74.12	—	COM	78388J106
—	CORE LABORATORIES N V	1,743,703	$333M	1.4%	$151.66	—	COM	N22717107
—	ANSYS INC	3,782,021	$330M	1.4%	$73.10	—	COM	03662Q105
MTD	METTLER TOLEDO INTERNATIONAL	1,355,681	$329M	1.4%	$212.95	+14.7%	COM	592688105
—	COLFAX CORP	5,110,829	$326M	1.3%	$52.65	—	COM	194014106
MIDD	MIDDLEBY CORP	1,337,532	$321M	1.3%	$53.51	+38.3%	COM	596278101
H	HYATT HOTELS CORP	6,464,255	$320M	1.3%	$40.11	+13.7%	COM CL A	448579102
UAA	UNDER ARMOUR INC	3,490,306	$305M	1.3%	$14.62	+40.2%	CL A	904311107
VRSK	VERISK ANALYTICS INC	4,366,727	$287M	1.2%	$57.10	+9.9%	CL A	92345Y106
CHH	CHOICE HOTELS INTL INC	5,665,719	$278M	1.2%	$35.84	+11.6%	COM	169905106
GNRC	GENERAC HOLDINGS INC	4,796,658	$272M	1.1%	$33.13	+47.5%	COM	368736104
CYH	COMMUNITY HEALTH SYS INC NEW	6,781,238	$266M	1.1%	$37.13	-7.5%	COM	203668108
ILMN	ILLUMINA INC	2,209,790	$244M	1.0%	$64.30	+42.5%	COM	452327109
—	LUMBER LIQUIDATORS HOLDINGS INC	2,332,248	$240M	1.0%	$78.67	—	COM	55003T107
HP	HELMERICH & PAYNE INC	2,817,510	$237M	1.0%	$61.69	+26.2%	COM	423452101
—	FINANCIAL ENGINES INC	3,198,912	$222M	0.9%	$45.96	—	COM	317485100
—	FLEETCOR TECHNOLOGIES INC	1,887,963	$221M	0.9%	$81.78	—	COM	339041105
GWRE	GUIDEWIRE SOFTWARE INC	4,487,875	$220M	0.9%	$41.90	+12.6%	COM	40171V100
SCHW	SCHWAB CHARLES CORP NEW	8,124,412	$211M	0.9%	$15.92	+29.8%	COM	808513105
FAST	FASTENAL CO	4,391,903	$209M	0.9%	$8.84	-0.9%	COM	311900104
TRGP	TARGA RESOURCES CORP	2,365,983	$209M	0.9%	$37.51	+20.7%	COM	87612G101
WYNN	WYNN RESORTS LTD	1,059,694	$206M	0.9%	$107.40	+30.3%	COM	983134107
CPRT	COPART INC	5,304,576	$194M	0.8%	$4.25	-1.3%	COM	217204106
—	CONCHO RES INC	1,758,040	$190M	0.8%	$87.74	—	COM	20605P101
—	TREEHOUSE FOODS INC	2,752,867	$190M	0.8%	$66.34	—	COM	89469A104
MSCI	MSCI INC	4,039,776	$177M	0.7%	$29.77	+24.6%	CL A	55354G100
MMS	MAXIMUS INC	3,983,570	$175M	0.7%	$38.47	+19.8%	COM	577933104
—	CARLYLE GROUP L P	4,825,115	$172M	0.7%	$25.70	—	COM UTS LTD PTN	14309L102
SSNC	SS&C TECHNOLOGIES HOLDINGS INC	3,863,337	$171M	0.7%	$15.56	+29.3%	COM	78467J100
CBRE	CBRE GROUP INC	6,501,421	$171M	0.7%	$23.73	+0.3%	CL A	12504L109
CSTE	CAESARSTONE SDOT-YAM LTD	3,438,615	$171M	0.7%	$23.62	+74.8%	ORD SHS	M20598104
KMX	CARMAX INC	3,549,469	$167M	0.7%	$45.74	+7.2%	COM	143130102
—	ADVENT SOFTWARE INC	4,709,194	$165M	0.7%	$34.78	—	COM	007974108
BFAM	BRIGHT HORIZONS FAM SOL IN D	4,478,079	$165M	0.7%	$34.32	+4.7%	COM	109194100
—	LIBERTY MEDIA CORP DELAWARE	1,121,067	$164M	0.7%	$126.76	—	CL A	531229102
TDG	TRANSDIGM GROUP INC	1,000,000	$161M	0.7%	$70.58	+15.1%	COM	893641100
—	DREAMWORKS ANIMATION SKG INC	4,353,964	$155M	0.6%	$31.77	—	CL A	26153C103
—	PINNACLE ENTMT INC	5,914,550	$154M	0.6%	$20.21	—	COM	723456109
BKD	BROOKDALE SR LIVING INC	5,475,126	$149M	0.6%	$27.55	+0.6%	COM	112463104
PRI	PRIMERICA INC	3,456,180	$148M	0.6%	$34.81	+21.8%	COM	74164M108
—	REALPAGE INC	6,329,355	$148M	0.6%	$18.48	—	COM	75606N109
—	FEI CO	1,650,515	$147M	0.6%	$72.99	—	COM	30241L109
—	HOMEAWAY INC	3,603,873	$147M	0.6%	$32.34	—	COM	43739Q100
BAH	BOOZ ALLEN HAMILTON HLDG COR	7,622,455	$146M	0.6%	$10.71	+20.5%	CL A	099502106
CHD	CHURCH & DWIGHT INC	2,105,000	$140M	0.6%	$26.18	+4.1%	COM	171340102
—	DISCOVERY COMMUNICATNS NEW	1,525,296	$138M	0.6%	$77.21	—	COM SER A	25470F104
MORN	MORNINGSTAR INC	1,680,196	$131M	0.5%	$69.47	+14.5%	COM	617700109
—	PRICELINE COM INC	111,838	$130M	0.5%	$827.13	—	COM	741503403
CNS	COHEN & STEERS INC	3,170,253	$127M	0.5%	$20.94	+4.0%	COM	19247A100
—	EQUINIX INC	694,113	$123M	0.5%	$184.72	—	COM	29444U502
RL	RALPH LAUREN CORP	683,394	$121M	0.5%	$138.80	-2.5%	CL A	751212101
DEI	DOUGLAS EMMETT INC	5,174,929	$121M	0.5%	$24.85	—	COM	25960P109
—	LASALLE HOTEL PROPERTIES	3,875,926	$120M	0.5%	$24.70	—	COM SH BEN INT	517942108
—	BERRY PLASTICS GROUP INC	4,942,533	$118M	0.5%	$21.73	—	COM	08579W103
ACIW	ACI WORLDWIDE INC	1,750,000	$114M	0.5%	$15.16	+30.8%	COM	004498101
—	INTERVAL LEISURE GROUP INC	3,653,050	$113M	0.5%	$20.33	—	COM	46113M108
PENN	PENN NATL GAMING INC	7,856,266	$113M	0.5%	$12.63	+8.8%	COM	707569109
—	ULTIMATE SOFTWARE GROUP INC	731,205	$112M	0.5%	$117.29	—	COM	90385D107
—	OAKTREE CAP GROUP LLC	1,858,547	$109M	0.5%	$52.67	—	UNIT 99/99/9999	674001201
—	WASTE CONNECTIONS INC	2,500,000	$109M	0.5%	$41.14	—	COM	941053100
—	CONCUR TECHNOLOGIES INC	1,056,200	$109M	0.5%	$82.31	—	COM	206708109
—	ADVISORY BOARD CO	1,673,698	$107M	0.4%	$56.50	—	COM	00762W107
—	PANERA BREAD CO	599,762	$106M	0.4%	$185.94	—	CL A	69840W108
FOSL	FOSSIL INC	874,900	$105M	0.4%	$114.29	+8.0%	COM	34988V106
—	NIELSEN HOLDINGS N V	2,200,848	$101M	0.4%	$33.59	—	COM	N63218106
PEGA	PEGASYSTEMS INC	2,051,677	$101M	0.4%	$7.38	+48.5%	COM	705573103
EW	EDWARDS LIFESCIENCES CORP	1,533,972	$101M	0.4%	$11.82	-4.7%	COM	28176E108
—	DEVRY INC DEL	2,825,282	$100M	0.4%	$31.02	—	COM	251893103
MANU	MANCHESTER UNITED PLC NEW	6,431,959	$99.89M	0.4%	$17.01	-3.4%	ORD CL A	G5784H106
—	TECHNE CORP	1,053,380	$99.72M	0.4%	$69.08	—	COM	878377100
AYI	ACUITY BRANDS INC	900,000	$98.39M	0.4%	$70.97	+37.9%	COM	00508Y102
—	DIGITALGLOBE INC	2,346,546	$96.56M	0.4%	$31.62	—	COM	25389m877
CLH	CLEAN HARBORS INC	1,569,488	$94.11M	0.4%	$55.73	+3.5%	COM	184496107
—	EATON VANCE CORP	2,183,340	$93.42M	0.4%	$37.59	—	COM NON VTG	278265103
—	SEACOR HOLDINGS INC	999,917	$91.19M	0.4%	$83.05	—	COM	811904101
WST	WEST PHARMACEUTICAL SVSC INC	1,823,538	$89.46M	0.4%	$36.49	+21.1%	COM	955306105
—	ICONIX BRAND GROUP INC	2,250,000	$89.33M	0.4%	$29.41	—	COM	451055107
ALX	ALEXANDERS INC	265,056	$87.47M	0.4%	$293.71	—	COM	014752109
—	ACXIOM CORP	2,322,968	$85.9M	0.4%	$25.10	—	COM	005125109
AL	AIR LEASE CORP	2,758,809	$85.74M	0.4%	$23.75	+9.1%	CL A	00912X302
CAKE	CHEESECAKE FACTORY INC	1,650,000	$79.64M	0.3%	$31.16	+18.2%	COM	163072101
SAM	BOSTON BEER INC	329,381	$79.64M	0.3%	$160.53	+49.5%	CL A	100557107
CHRW	C H ROBINSON WORLDWIDE INC	1,360,101	$79.35M	0.3%	$42.93	+2.7%	COM	12541W209
—	CARBO CERAMICS INC	680,711	$79.32M	0.3%	$67.43	—	COM	140781105
—	MADISON SQUARE GARDEN INC	1,350,000	$77.73M	0.3%	$59.25	—	CL A	55826P100
APAM	ARTISAN PARTNERS ASSET MGMT	1,183,913	$77.18M	0.3%	$14.87	+32.5%	CL A	04316A108
—	BENEFITFOCUS INC	1,286,052	$74.26M	0.3%	$57.74	—	COM	08180D106
VMI	VALMONT INDUSTRIES INC	494,105	$73.68M	0.3%	$146.58	-3.6%	COM	920253101
—	REXNORD CORP NEW	2,682,403	$72.45M	0.3%	$16.85	—	COM	76169B102
—	GLOBE SPECIALTY METALS INC	4,000,000	$72.04M	0.3%	$10.87	—	COM	37954N206
—	STARWOOD HOTELS & RESORTS WORLD	903,284	$71.77M	0.3%	$67.94	—	COM	85590A401
CGNX	COGNEX CORP	1,850,000	$70.63M	0.3%	$10.76	+38.8%	COM	192422103
CHEF	CHEFS WAREHOUSE INC	2,392,450	$69.76M	0.3%	$19.47	+28.1%	COM	163086101
ESNT	ESSENT GROUP LTD	2,893,580	$69.62M	0.3%	$19.64	0.0%	COM	G3198U102
—	MATTRESS FIRM HLDG CORP	1,502,550	$64.67M	0.3%	$40.30	—	COM	57722W106
WEX	WEX INC	650,000	$64.37M	0.3%	$74.24	+26.5%	COM	96208T104
—	PALL CORPORATION	748,040	$63.84M	0.3%	$67.89	—	COM	696429307
ARE	ALEXANDRIA REAL ESTATE EQ IN	977,539	$62.19M	0.3%	$44.86	-7.1%	COM	015271109
—	WYNDHAM WORLDWIDE CORP	818,917	$60.35M	0.3%	$62.00	—	COM	98310W108
—	IHS INC	483,355	$57.86M	0.2%	$104.78	—	CL A	451734107
ICLR	ICON PLC	1,430,000	$57.79M	0.2%	$34.62	+14.8%	SHS	G4705A100
—	SUSSER HOLDINGS CORP	875,600	$57.34M	0.2%	$48.76	—	COM	869233106
NDSN	NORDSON CORP	750,000	$55.73M	0.2%	$60.57	+5.4%	COM	655663102
SSTK	SHUTTERSTOCK INC	663,151	$55.46M	0.2%	$61.54	+20.4%	COM	825690100
—	SCORPIO TANKERS INC	4,702,904	$55.45M	0.2%	$9.01	—	SHS	Y7542C106
—	FAIRWAY GROUP HLDGS CORP	3,043,492	$55.15M	0.2%	$22.24	—	CL A	30603D109
—	LINKEDIN CORPORATION	251,462	$54.52M	0.2%	$179.55	—	COM CL A	53578A108
—	CONTAINER STORE GROUP INC	1,139,701	$53.12M	0.2%	$46.61	—	COM	210751103
—	COHERENT INC	712,107	$52.97M	0.2%	$55.07	—	COM	192479103
MSM	MSC INDL DIRECT INC	653,250	$52.83M	0.2%	$80.58	-1.8%	CL A	553530106
—	TIFFANY & CO NEW	561,606	$52.11M	0.2%	$72.84	—	COM	886547108
HSIC	HENRY SCHEIN INC	455,496	$52.05M	0.2%	$36.66	+19.3%	COM	806407102
NCLH	NORWEGIAN CRUISE LINE HLDGS	1,461,967	$51.86M	0.2%	$31.28	+3.7%	SHS	G66721104
—	BOTTOMLINE TECH DEL INC	1,431,250	$51.75M	0.2%	$27.56	—	COM	101388106
—	AIRGAS INC	459,441	$51.39M	0.2%	$95.46	—	COM	009363102
—	CHESAPEAKE LODGING TRUST	2,005,160	$50.71M	0.2%	$20.79	—	SH BEN INT	165240102
TSCO	TRACTOR SUPPLY CO	648,945	$50.34M	0.2%	$9.83	+22.5%	COM	892356106
—	SL GREEN RLTY CORP	538,525	$49.75M	0.2%	$88.19	—	COM	78440X101
—	MRC GLOBAL INC	1,539,595	$49.67M	0.2%	$27.55	—	COM	55345K103
—	EMERITUS CORP	2,290,269	$49.54M	0.2%	$22.57	—	COM	291005106
—	SUSSER PETROLEUM PARTNERS LP	1,484,219	$49.25M	0.2%	$29.30	—	COM U REP LP	869239103
—	DEL FRISCOS RESTAURANT GROUP	2,063,470	$48.64M	0.2%	$20.93	—	COM	245077102
DXCM	DEXCOM INC	1,357,357	$48.06M	0.2%	$4.79	+65.3%	COM	252131107
—	PHILLIPS 66 PARTNERS LP	1,209,497	$45.88M	0.2%	$30.76	—	COM UNIT REP INT	718549207
LVS	LAS VEGAS SANDS CORP	561,843	$44.31M	0.2%	$40.36	+25.8%	COM	517834107
ROP	ROPER INDUSTRIES INC NEW	316,279	$43.86M	0.2%	$113.55	+6.4%	COM	776696106
—	DIAMOND RESORTS INTL INC	2,370,575	$43.76M	0.2%	$18.75	—	COM	25272T104
—	FORUM ENERGY TECHNOLOGIES INC	1,535,042	$43.38M	0.2%	$30.43	—	COM	34984V100
—	CAPITAL SENIOR LIVING CORP	1,795,156	$43.07M	0.2%	$23.13	—	COM	140475104
—	OASIS PETROLEUM INC NEW	915,870	$43.02M	0.2%	$39.12	—	COM	674215108
SHO	SUNSTONE HOTEL INVS INC	3,202,128	$42.91M	0.2%	$12.17	—	COM	867892101
—	TUMI HOLDINGS INC	1,900,000	$42.84M	0.2%	$23.51	—	COM	89969Q104
SM	SM ENERGY CO	498,248	$41.41M	0.2%	$54.11	+40.0%	COM	78454L100
VRSN	VERISIGN INC	691,571	$41.34M	0.2%	$45.93	+18.8%	COM	92343E102
—	CEPHEID	882,500	$41.23M	0.2%	$38.34	—	COM	15670R107
JLL	JONES LANG LASALLE INC	395,233	$40.47M	0.2%	$89.47	+1.4%	COM	48020Q107
MASI	MASIMO CORP	1,370,014	$40.05M	0.2%	$21.04	+33.1%	COM	574795100
—	NATIONAL CINEMEDIA INC	2,000,000	$39.92M	0.2%	$16.89	—	COM	635309107
—	RALLY SOFTWARE DEV CORP	2,043,888	$39.75M	0.2%	$19.45	—	COM	751198102
BJRI	BJS RESTAURANTS INC	1,250,000	$38.83M	0.2%	$34.68	-19.3%	COM	09180C106
—	AMERICAN CAMPUS COMMUNITIES INC	1,203,769	$38.77M	0.2%	$40.10	—	COM	024835100
TROW	PRICE T ROWE GROUP INC	457,406	$38.32M	0.2%	$47.69	+5.9%	COM	74144T108
—	ON ASSIGNMENT INC	1,097,250	$38.32M	0.2%	$27.28	—	COM	682159108
—	RESTORATION HARDWARE HLDGS INC	567,500	$38.19M	0.2%	$67.30	—	COM	761283100
HD	HOME DEPOT INC	448,253	$36.91M	0.2%	$58.72	0.0%	COM	437076102
IMAX	IMAX CORP	1,248,800	$36.81M	0.2%	$28.75	0.0%	COM	45245E109
PAG	PENSKE AUTOMOTIVE GROUP INC	750,000	$35.37M	0.1%	$31.18	+37.1%	COM	70959W103
—	PLY GEM HLDGS INC	1,957,340	$35.29M	0.1%	$20.06	—	COM	72941W100
GGG	GRACO INC	450,000	$35.15M	0.1%	$16.98	+27.5%	COM	384109104
—	STERICYCLE INC	302,268	$35.11M	0.1%	$110.43	—	COM	858912108
—	QUIKSILVER INC	4,000,000	$35.08M	0.1%	$6.44	—	COM	74838C106
—	POLYPORE INTERNATIONAL INC	881,263	$34.28M	0.1%	$40.30	—	COM	73179V103
LSTR	LANDSTAR SYS INC	593,300	$34.09M	0.1%	$51.50	—	COM	515098101
UHS	UNIVERSAL HEALTH SVCS INC	405,540	$32.95M	0.1%	$63.75	+19.4%	CL B	913903100
TILE	INTERFACE INC	1,451,700	$31.88M	0.1%	$17.44	+15.6%	COM	458665304
AAT	AMERICAN ASSETS TRUST INC	1,004,936	$31.59M	0.1%	$30.86	—	COM	024013104
—	ANGIES LIST INC	2,084,000	$31.57M	0.1%	$23.14	—	COM	034754101
—	FLOTEK INDUSTRIES INC DEL	1,568,072	$31.47M	0.1%	$20.09	—	COM	343389102
KW	KENNEDY-WILSON HOLDINGS INC	1,314,471	$29.25M	0.1%	$17.21	+16.8%	COM	489398107
VAC	MARRIOTT VACATIONS WORLDWIDE C	535,872	$28.27M	0.1%	$44.48	+12.9%	COM	57164Y107
THR	THERMON GROUP HLDGS INC	1,000,000	$27.33M	0.1%	$20.05	+29.8%	COM	88362T103
WAB	WABTEC CORP	366,750	$27.24M	0.1%	$61.96	+1.8%	COM	929740108
—	TESORO LOGISTICS LP	518,999	$27.16M	0.1%	$60.38	—	COM UNIT LP	88160T107
—	WESTERN REFNG LOGISTICS LP	1,040,130	$26.91M	0.1%	$25.87	—	COM UNIT REP LTP	95931Q205
—	COVANCE INC	300,000	$26.42M	0.1%	$76.14	—	COM	222816100
—	KEYW HOLDING CORP	1,958,470	$26.32M	0.1%	$13.25	—	COM	493723100
ECL	ECOLAB INC	242,138	$25.25M	0.1%	$73.48	+23.8%	COM	278865100
—	VALERO ENERGY PARTNERS LP	727,790	$25.07M	0.1%	$34.45	—	COM UNT REP LP	91914J102
PODD	INSULET CORP	650,000	$24.11M	0.1%	$28.33	+30.4%	COM	45784P101
FRCB	FIRST REP BK SAN FRAN CALI N	451,916	$23.66M	0.1%	$35.36	+31.7%	COM	33616C100
—	BROOKFIELD RESIDENTIAL PPTYS	976,200	$23.61M	0.1%	$22.96	—	COM	11283W104
SXC	SUNCOKE ENERGY INC	1,017,417	$23.21M	0.1%	$15.30	+34.8%	COM	86722A103
—	BONANZA CREEK ENERGY INC	530,747	$23.07M	0.1%	$35.60	—	COM	097793103
ISRG	INTUITIVE SURGICAL INC	60,000	$23.05M	0.1%	$55.09	-23.6%	COM	46120E602
—	CERNER CORP	409,888	$22.85M	0.1%	$74.60	—	COM	156782104
—	STARZ	778,260	$22.76M	0.1%	$22.10	—	LIBRTY CAP COM A	85571Q102
—	ENDOLOGIX INC	1,288,000	$22.46M	0.1%	$13.28	—	COM	29266S106
—	BROOKFIELD ASSET MGMT INC	558,621	$21.69M	0.1%	$36.24	—	CL A LTD VT SH	112585104
—	FOREST CITY ENTERPRISES INC	1,113,394	$21.27M	0.1%	$18.94	—	CL A	345550107
—	PRECISION CASTPARTS CORP	76,392	$20.57M	0.1%	$226.02	—	COM	740189105
—	DISCOVERY COMMUNICATNS NEW	232,858	$19.53M	0.1%	$69.66	—	COM SER C	25470F302
—	PERRIGO CO	126,830	$19.46M	0.1%	$121.00	—	COM	714290103
LOW	LOWES COMPANIES INC	390,014	$19.32M	0.1%	$32.35	+21.0%	COM	548661107
BIP	BROOKFIELD INFRAST PARTNERS	465,263	$18.25M	0.1%	$37.54	—	LP INT UNIT	G16252101
—	MANNING & NAPIER INC	1,027,529	$18.14M	0.1%	$17.76	—	CL A	56382Q102
—	STRATEGIC HOTELS & RESORTS INC	1,906,476	$18.02M	0.1%	$8.95	—	COM	86272T106
MG	MISTRAS GROUP INC	850,000	$17.75M	0.1%	$20.67	-7.0%	COM	60649T107
—	FORESTAR GROUP INC	808,572	$17.2M	0.1%	$20.32	—	COM	346233109
OIS	OIL STS INTL INC	161,881	$16.47M	0.1%	$51.22	+17.1%	COM	678026105
—	BRAVO BRIO RESTAURANT GROUP	1,000,000	$16.27M	0.1%	$17.82	—	COM	10567B109
—	ZULILY INC	390,238	$16.17M	0.1%	$41.43	—	CL A	989774104
—	SUNCOKE ENERGY PARTNERS L P	564,907	$15.31M	0.1%	$22.69	—	COMUNIT REP LT	86722Y101
—	SFX ENTMT INC	1,256,112	$15.07M	0.1%	$12.00	—	COM	784178303
—	GOOGLE INC	13,305	$14.91M	0.1%	$880.39	—	CL A	38259P508
NEOG	NEOGEN CORP	325,050	$14.86M	0.1%	$14.60	+19.2%	COM	640491106
SFM	SPROUTS FARMERS MARKETS INC	375,631	$14.44M	0.1%	$39.68	+6.5%	COM	85208M102
AMZN	AMAZON COM INC	34,660	$13.82M	0.1%	$13.32	+35.0%	COM	023135106
—	CITRIX SYS INC	213,546	$13.51M	0.1%	$60.59	—	COM	177376100
—	ZILLOW INC	161,000	$13.16M	0.1%	$63.97	—	CL A	98954A107
—	RED HAT INC	229,762	$12.88M	0.1%	$47.72	—	COM	756577102
—	CYRUSONE INC	573,741	$12.81M	0.1%	$21.16	—	COM	23283R100
—	HOWARD HUGHES CORP	105,541	$12.68M	0.1%	$118.65	—	COM	44267D107
AMT	AMERICAN TOWER CORP	156,679	$12.51M	0.1%	$57.48	+1.8%	COM	03027X100
—	DENBURY RESOURCES INC	745,599	$12.25M	0.1%	$17.32	—	COM	247916208
—	LEUCADIA NATL CORP	422,370	$11.97M	0.0%	$26.22	—	COM	527288104
—	SINA CORPORATION	141,615	$11.93M	0.0%	$76.80	—	ORD	G81477104
TTEK	TETRA TECH INC NEW	425,000	$11.89M	0.0%	$5.31	+1.7%	COM	88162G103
OC	OWENS CORNING NEW	291,430	$11.87M	0.0%	$39.27	-3.4%	COM	690742101
—	QUINTILES TRANSNATIO HLDGS I	251,929	$11.67M	0.0%	$42.92	—	COM	74876Y101
—	ATHLON ENERGY INC	333,618	$10.09M	0.0%	$32.62	—	COM	047477104
MHK	MOHAWK INDUSTRIES INC	65,796	$9.797M	0.0%	$112.71	+21.2%	COM	608190104
VNO	VORNADO RLTY TR	109,904	$9.758M	0.0%	$83.85	—	SH BEN INT	929042109
—	TWITTER INC	149,669	$9.526M	0.0%	$63.65	—	COM	90184L102
—	RYANAIR HOLDINGS PLC	196,054	$9.201M	0.0%	$51.18	—	SPONSORED ADR	783513104
—	EXTENDED STAY AMERICA INC	347,351	$9.121M	0.0%	$26.26	—	UNIT 99/99/9999B	30224P200
META	FACEBOOK INC.	166,670	$9.11M	0.0%	$25.87	+92.7%	CL A	30303M102
—	IPC THE HOSPITALIST CO INC	150,000	$8.908M	0.0%	$51.36	—	COM	44984A105
GLNG	GOLAR LNG LTD BERMUDA	243,957	$8.853M	0.0%	$26.05	+9.3%	SHS	G9456A100
—	GROUPON INC	752,000	$8.851M	0.0%	$11.44	—	COM CL A	399473107
—	XOOM CORPORATION	302,803	$8.288M	0.0%	$24.20	—	COM	98419Q101
—	MELLANOX TECHNOLOGIES LTD	198,869	$7.949M	0.0%	$38.82	—	SHS	M51363113
—	IMPERVA INC	163,820	$7.885M	0.0%	$46.20	—	COM	45321L100
—	VINCE HLDG CORP	251,800	$7.723M	0.0%	$30.67	—	COM	92719W108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	435,900	$7.602M	0.0%	$17.45	—	SPONSORED ADR	874039100
—	SHUTTERFLY INC	146,000	$7.436M	0.0%	$55.79	—	COM	82568P304
—	MEDIDATA SOLUTIONS INC	121,000	$7.329M	0.0%	$60.57	—	COM	58471A105
TPH	TRI POINTE HOMES INC	362,027	$7.215M	0.0%	$17.88	-4.1%	COM	87265H109
—	WESTERN GAS EQUITY PARTNERS	180,888	$7.147M	0.0%	$41.17	—	COMUNT LTD PT	95825R103
PRLB	PROTO LABS INC	100,000	$7.118M	0.0%	$53.72	+44.3%	COM	743713109
CRM	SALESFORCE.COM INC	125,500	$6.926M	0.0%	$40.78	+29.6%	COM	79466L302
—	TABLEAU SOFTWARE INC	100,000	$6.893M	0.0%	$55.42	—	CL A	87336U105
NBIS	YANDEX N V	158,350	$6.833M	0.0%	$39.79	—	SHS CLASS A	N97284108
—	ENVESTNET INC	167,400	$6.746M	0.0%	$40.30	—	COM	29404K106
BLDR	BUILDERS FIRSTSOURCE INC	920,856	$6.575M	0.0%	$6.26	+8.5%	COM	12008R107
AAPL	APPLE INC	11,598	$6.508M	0.0%	$13.16	+24.4%	COM	037833100
VNET	21VIANET GOUP INC	275,900	$6.489M	0.0%	$19.98	—	SPONSORED ADR	90138A103
—	FOUNDATION MEDICINE INC	271,516	$6.468M	0.0%	$23.82	—	COM	350465100
—	WUXI PHARMATECH CAYMAN INC	167,200	$6.417M	0.0%	$36.84	—	SPONS ADR SHS	929352102
—	SIRONA DENTAL SYSTEMS INC	90,300	$6.339M	0.0%	$66.74	—	COM	82966C103
—	VCA ANTECH INC	200,000	$6.272M	0.0%	$26.09	—	COM	918194101
NFLX	NETFLIX INC	17,000	$6.259M	0.0%	$3.95	+24.1%	COM	64110L106
FMX	FOMENTO ECONOMICO MEXICANO S	63,300	$6.195M	0.0%	$98.09	—	SPON ADR UNITS	344419106
CPA	COPA HOLDINGS SA	37,000	$5.924M	0.0%	$103.98	+0.7%	CL A	P31076105
LULU	LULULEMON ATHLETICA INC	100,152	$5.912M	0.0%	$72.51	-5.3%	COM	550021109
V	VISA INC	26,466	$5.893M	0.0%	$40.02	+15.7%	COM CL A	92826C839
—	MONSANTO CO NEW	49,724	$5.795M	0.0%	$101.46	—	COM	61166W101
—	INTERCONTINENTALEXCHANGE INC	25,500	$5.735M	0.0%	$178.08	—	COM	45865V100
—	QUNAR CAYMAN IS LTD	211,147	$5.602M	0.0%	$26.53	—	SPNS ADR CL B	74906P104
—	EDUCATION RLTY TR INC	623,788	$5.502M	0.0%	$9.75	—	COM	28140H104
BCC	BOISE CASCADE CO DEL	182,800	$5.389M	0.0%	$19.71	-11.1%	COM	09739D100
—	GOLAR LNG PARTNERS LP	177,292	$5.363M	0.0%	$34.05	—	COM UNIT LPI	Y2745C102
MA	MASTERCARD INC	5,998	$5.011M	0.0%	$51.54	+34.0%	CL A	57636Q104
TOL	TOLL BROTHERS INC	134,673	$4.983M	0.0%	$33.62	-1.4%	COM	889478103
ORLY	O REILLY AUTOMOTIVE INC NEW	38,180	$4.914M	0.0%	$7.19	+17.2%	COM	67103H107
—	SODASTREAM INTERNATIONAL LTD	99,000	$4.914M	0.0%	$64.47	—	USD SHS	M9068E105
—	PANDORA MEDIA INC	181,500	$4.828M	0.0%	$25.13	—	COM	698354107
—	VITACOST COM INC	831,800	$4.816M	0.0%	$8.45	—	COM	92847A200
CME	CME GROUP INC	59,197	$4.645M	0.0%	$39.49	+20.1%	COM	12572Q105
—	ROSE ROCK MIDSTREAM L P	118,215	$4.575M	0.0%	$36.67	—	COM U REP LTD	777149105
CRTO	CRITEO S A	127,507	$4.361M	0.0%	$34.20	—	SPONS ADS	226718104
—	WHOLE FOODS MKT INC	69,610	$4.026M	0.0%	$51.48	—	COM	966837106
ASML	ASML HOLDING N V	41,662	$3.904M	0.0%	$98.77	—	NY REG SHS	N07059210
SBUX	STARBUCKS CORP	49,769	$3.901M	0.0%	$24.37	+28.1%	COM	855244109
SQM	SOCIEDAD QUIMICA MINERA DE C	150,200	$3.887M	0.0%	$26.37	—	SPON ADR SER B	833635105
EBAY	EBAY INC	68,877	$3.781M	0.0%	$20.12	-2.1%	COM	278642103
—	HOLLYSYS AUTOMATION TECHNOLO	197,500	$3.739M	0.0%	$18.12	—	SHS	G45667105
MPLX	MPLX LP	82,500	$3.675M	0.0%	$36.81	—	COM UNIT REP LTD	55336V100
RHI	ROBERT HALF INTL INC	81,004	$3.401M	0.0%	$34.44	+14.3%	COM	770323103
YUM	YUM BRANDS INC	44,385	$3.356M	0.0%	$38.97	+4.9%	COM	988498101
—	FRANKS INTL N V	105,315	$2.844M	0.0%	$29.93	—	COM	N33462107
OMC	OMNICOM GROUP INC	26,167	$1.946M	0.0%	$40.69	+13.5%	COM	681919106
COST	COSTCO WHOLESALE CORP NEW	14,396	$1.713M	0.0%	$86.56	+9.9%	COM	22160K105
ALGN	ALIGN TECHNOLOGY INC	29,800	$1.703M	0.0%	$34.47	+56.2%	COM	016255101
—	CLUBCORP HLDGS INC	91,900	$1.63M	0.0%	$17.74	—	COM	18948M108
CHKP	CHECK POINT SOFTWARE TECH LT	23,361	$1.507M	0.0%	$49.14	+22.4%	ORD	M22465104
SPG	SIMON PROPERTY GROUP INC NEW	9,900	$1.506M	0.0%	$84.68	-4.4%	COM	828806109
A	AGILENT TECHNOLOGIES INC	26,000	$1.487M	0.0%	$27.97	+22.9%	COM	00846U101
SDLPEUR	SEADRILL PARTNERS LLC	44,574	$1.382M	0.0%	$29.46	—	COMUNIT REP LB	Y7545W109
BXP	BOSTON PROPERTIES INC	12,300	$1.235M	0.0%	$63.38	-2.5%	COM	101121101
—	ATLAS ENERGY LP	24,350	$1.141M	0.0%	$47.52	—	COM UNITS LP	04930A104
—	TALLGRASS ENERGY PARTNERS LP	40,042	$1.041M	0.0%	$22.71	—	COM UNIT	874697105
HAL	HALLIBURTON CO	19,596	$994K	0.0%	$35.68	+15.7%	COM	406216101
—	GULFPORT ENERGY CORP	15,636	$987K	0.0%	$60.50	—	COM	402635304
GRFS	GRIFOLS S A	27,000	$975K	0.0%	$28.48	—	SPONSORED ADR	398438408
—	SYNGENTA AG	12,000	$959K	0.0%	$77.83	—	SPONSORED ADR	87160A100
—	SUPERIOR ENERGY SVCS INC	30,957	$824K	0.0%	$25.98	—	COM	868157108
—	CREDIT SUISSE GROUP	25,000	$776K	0.0%	$27.60	—	SPONSORED ADR	225401108
GTLS	CHART INDS INC	8,094	$774K	0.0%	$95.33	+10.4%	COM PAR $0.01	16115Q308
PRIM	PRIMORIS SVCS CORP	23,652	$736K	0.0%	$22.31	+22.8%	COM	74164F103
SU	SUNCOR ENERGY INC NEW	21,000	$736K	0.0%	$22.02	+5.3%	COM	867224107
—	RIGNET INC	13,930	$668K	0.0%	$35.35	—	COM	766582100
—	NOBLE ENERGY INC	9,749	$664K	0.0%	$60.09	—	COM	655044105
MPC	MARATHON PETE CORP	6,878	$631K	0.0%	$26.94	-0.4%	COM	56585A102
—	KODIAK OIL & GAS CORP	51,502	$577K	0.0%	$9.31	—	COM	50015Q100
—	NATIONAL OILWELL VARCO, INC.	7,043	$560K	0.0%	$70.90	—	COM	637071101
AR	ANTERO RES CORP	8,400	$533K	0.0%	$55.97	0.0%	COM	03674X106
CTRA	CABOT OIL & GAS CORP	13,500	$523K	0.0%	$25.81	0.0%	COM	127097103
—	TESORO CORP	8,677	$508K	0.0%	$53.58	—	COM	881609101
FLS	FLOWSERVE CORP	6,300	$497K	0.0%	$55.36	0.0%	COM	34354P105
EOG	EOG RES INC	2,484	$417K	0.0%	$58.54	+6.5%	COM	26875P101
VEEV	VEEVA SYS INC	12,396	$398K	0.0%	$38.17	0.0%	CL A COM	922475108
—	BARRACUDA NETWORKS INC	9,430	$374K	0.0%	$39.66	—	COM	068323104
PCRX	PACIRA PHARMACEUTICALS INC	6,495	$373K	0.0%	$52.58	0.0%	COM	695127100
—	WESTERN GAS PARTNERS LP	5,837	$360K	0.0%	$62.71	—	COM UNIT LP IN	958254104
—	COBALT INTL ENERGY INC	20,195	$332K	0.0%	$21.86	—	COM	19075F106
—	ANADARKO PETE CORP	4,139	$328K	0.0%	$85.39	—	COM	032511107
—	ASCENT CAP GROUP INC	3,830	$328K	0.0%	$85.64	—	COM SER A	043632108
FCX	FREEPORT-MCMORAN COPPER & GO	7,837	$296K	0.0%	$26.81	+12.1%	COM	35671D857
CHDN	CHURCHILL DOWNS INC	3,250	$291K	0.0%	$13.53	0.0%	COM	171484108
EHTH	EHEALTH INC	6,030	$280K	0.0%	$41.68	0.0%	COM	28238P109
—	BIOSCRIP INC	37,530	$278K	0.0%	$7.41	—	COM	09069N108
—	E2OPEN INC	11,400	$273K	0.0%	$23.95	—	COM	29788A104
—	SPECTRANETICS CORP	10,780	$269K	0.0%	$24.95	—	COM	84760C107
PDFS	PDF SOLUTIONS INC	9,280	$238K	0.0%	$22.99	0.0%	COM	693282105
—	QIAGEN N V	10,200	$236K	0.0%	$19.90	—	REG SHS	N72482107
MCHX	MARCHEX INC	26,850	$232K	0.0%	$8.66	0.0%	CL B	56624R108
POWI	POWER INTERGRATIONS INC	4,000	$223K	0.0%	$24.04	0.0%	COM	739276103
—	FIREEYE INC	5,114	$223K	0.0%	$43.61	—	COM	31816Q101
—	NOVADAQ TECHNOLOGIES INC	13,330	$220K	0.0%	$16.50	—	COM	66987G102
—	SCIQUEST INC	7,530	$214K	0.0%	$28.42	—	COM	80908T101
ATRO	ASTRONICS CORPORATION	4,050	$207K	0.0%	$25.57	0.0%	COM	046433108
—	ENSCO PLC	3,558	$203K	0.0%	$58.16	—	SHS CLASS A	G3157S106
GLRE	GREENLIGHT CAPITAL RE LTD	5,580	$188K	0.0%	$24.55	+27.4%	CLASS A	G4095J109
—	MICROS SYSTEMS INC	3,076	$176K	0.0%	$43.15	—	COM	594901100
CECO	CECO ENVIRONMENTAL CORP	10,530	$170K	0.0%	$14.61	0.0%	COM	125141101
PKOH	PARK OHIO HLDGS CORP	2,380	$125K	0.0%	$34.17	0.0%	COM	700666100
—	ARATANA THERAPEUTICS INC	6,360	$121K	0.0%	$19.03	—	COM	03874P101
—	CRAFT BREW ALLIANCE INC	7,079	$116K	0.0%	$16.39	—	COM	224122101
—	TEXTURA CORP	3,680	$110K	0.0%	$29.89	—	COM	883211104
—	NEW ORIENTAL EDUCATION & TECH GRP I	3,236	$102K	0.0%	$22.25	—	SPON ADR	647581107
BIDU	BAIDU INC	573	$102K	0.0%	$99.88	—	SPON ADR REP A	056752108
IBN	ICICI BANK LTD	2,117	$79,000	0.0%	$38.26	—	ADR	45104G104
—	FIESTA RESTAURANT GROUP INC	1,100	$57,000	0.0%	$51.82	—	COM	31660B101
—	YOUKU TUDOU INC	1,265	$38,000	0.0%	$22.63	—	SPONSORED ADR	98742U100
IWM	ISHARES	249	$29,000	0.0%	$116.47	—	RUSSELL 2000 ETF	464287655