Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	FEI Co.	2,518,787	$259M	4.3%	$72.99	—	COM	30241l109
MANH	Manhattan Associates Inc.	6,999,311	$245M	4.0%	$30.51	+14.1%	COM	562750109
—	Netscout Systems Inc.	6,287,410	$236M	3.9%	$23.94	—	COM	64115t104
—	Medidata Solutions	4,110,821	$223M	3.7%	$69.70	—	COM	58471a105
—	Carbo Ceramics Inc.	1,512,310	$209M	3.4%	$69.77	—	COM	140781105
NEOG	Neogen Corp.	4,592,829	$206M	3.4%	$14.52	+12.6%	COM	640491106
—	ANSYS Inc.	2,665,019	$205M	3.4%	$75.25	—	COM	03662q105
CGNX	Cognex Corp.	6,024,910	$204M	3.4%	$11.29	+51.9%	COM	192422103
—	Cantel Medical Corp.	5,899,658	$199M	3.3%	$33.21	—	COM	138098108
TYL	Tyler Technologies Inc.	2,351,810	$197M	3.2%	$64.83	+48.9%	COM	902252105
INCY	Incyte Corp.	3,610,251	$193M	3.2%	$21.85	+184.1%	COM	45337C102
—	Techne Corp.	2,169,027	$185M	3.1%	$72.50	—	COM	878377100
—	Measurement Specialties Inc.	2,706,552	$184M	3.0%	$46.53	—	COM	583421102
ACIW	ACI Worldwide Inc.	2,994,086	$177M	2.9%	$15.23	+32.8%	COM	004498101
—	Sun Hydraulics Corp	4,071,374	$176M	2.9%	$32.32	—	COM	866942105
—	Hittite Microwave Corp	2,768,755	$175M	2.9%	$59.51	—	COM	43365y104
—	NIC Inc.	8,621,287	$166M	2.7%	$16.81	—	COM	62914b100
—	Concur Technologies Inc.	1,668,941	$165M	2.7%	$81.38	—	COM	206708109
BCPC	Balchem Corp.	3,033,209	$158M	2.6%	$42.11	+19.7%	COM	057665200
—	Blackbaud Inc.	4,807,902	$150M	2.5%	$32.86	—	COM	09227q100
—	MedAssets Inc.	5,800,697	$143M	2.4%	$18.88	—	COM	584045108
—	PROS Holdings	4,427,397	$140M	2.3%	$30.02	—	COM	74346y103
—	Abaxis Inc.	3,485,913	$136M	2.2%	$46.68	—	COM	002567105
DIOD	Diodes Inc.	4,900,438	$128M	2.1%	$22.42	+7.1%	COM	254543101
GEOS	Geospace Technologies Corp	1,676,144	$111M	1.8%	$81.23	-5.6%	COM	37364X109
—	Meridian Bioscience Inc.	4,639,914	$101M	1.7%	$21.91	—	COM	589584101
—	Accelrys Inc.	7,726,381	$96.27M	1.6%	$8.40	—	COM	00430u103
—	QUIDEL CORP	3,521,596	$96.14M	1.6%	$27.01	—	COM	74838j101
—	Quality Systems Inc.	4,413,560	$74.5M	1.2%	$18.71	—	COM	747582104
—	Vocera Communications Inc.	4,239,192	$69.23M	1.1%	$15.04	—	COM	92857f107
—	Dolby Laboratories Inc. (Cl A)	1,474,895	$65.63M	1.1%	$33.45	—	COM	25659t107
—	FLIR Systems Inc.	1,787,087	$64.33M	1.1%	$27.82	—	COM	302445101
—	Nuance Communications Inc.	3,342,844	$57.4M	0.9%	$18.40	—	COM	67020y100
—	Dynamic Materials Corp.	2,306,041	$43.91M	0.7%	$16.51	—	COM	267888105
—	American Software Inc. (Cl A)	4,097,873	$41.67M	0.7%	$8.69	—	CL A	029683109
—	DTS Inc	1,878,935	$37.13M	0.6%	$20.58	—	COM	23335C101
—	EnerNOC Inc.	1,595,396	$35.55M	0.6%	$13.29	—	COM	292764107
BRKR	Bruker Corp.	1,435,528	$32.72M	0.5%	$16.60	+26.2%	COM	116794108
—	ROVI CORP	1,157,677	$26.37M	0.4%	$22.84	—	COM	779376102
—	Quanta Services Inc.	704,579	$26M	0.4%	$36.90	—	COM	74762e102
—	Covance Inc.	238,751	$24.81M	0.4%	$76.14	—	COM	222816100
SSL	Sasol Ltd.- ADR	429,482	$24M	0.4%	$43.31	—	SPONSORED ADR	803866300
—	T. Rowe Price Group Inc.	266,090	$21.91M	0.4%	$73.28	—	COM	74144t108
—	Nabors Industries	871,088	$21.47M	0.4%	$15.31	—	SHS	g6359f103
—	Shire PLC-ADR	137,945	$20.49M	0.3%	$95.11	—	SPONSORED ADR	82481r106
DKS	Dick's Sporting Goods Inc.	362,927	$19.82M	0.3%	$36.98	+8.9%	COM	253393102
—	ICON PLC	387,980	$18.45M	0.3%	$35.43	—	SHS	g4705a100
CCL	Carnival Corp.	474,175	$17.95M	0.3%	$28.12	+17.7%	PAIRED CTF	143658300
—	Celgene Corp.	127,962	$17.86M	0.3%	$116.91	—	COM	151020104
TRMB	Trimble Navigation Ltd	458,497	$17.82M	0.3%	$27.77	+29.6%	COM	896239100
—	Michael Kors Holdings Limited	188,552	$17.59M	0.3%	$62.02	—	SHS	G60754101
TSCO	Tractor Supply Co.	244,120	$17.24M	0.3%	$9.83	+21.5%	COM	892356106
—	Allscripts Healthcare Solution	876,177	$15.8M	0.3%	$12.94	—	COM	01988p108
—	Google Inc. (Cl A)	13,402	$14.94M	0.2%	$880.38	—	CL A	38259p508
TEVA	Teva Pharmaceuticals - ADR	275,982	$14.58M	0.2%	$39.20	—	ADR	881624209
AAPL	Apple Inc.	26,609	$14.28M	0.2%	$13.16	+26.0%	COM	037833100
—	Akamai Technologies Inc.	221,905	$12.92M	0.2%	$42.77	—	COM	00971t101
JAZZ	Jazz Pharmaceuticals Plc	88,577	$12.28M	0.2%	$105.73	+42.4%	SHS USD	G50871105
—	Transocean Ltd.	288,074	$11.91M	0.2%	$47.95	—	REG SHS	h8817h100
MTZ	MasTec Inc.	266,613	$11.58M	0.2%	$32.84	+15.6%	COM	576323109
SF	Stifel Financial Corp.	227,143	$11.3M	0.2%	$20.11	+40.2%	COM	860630102
—	Cameron International Corp.	158,481	$9.789M	0.2%	$61.16	—	COM	13342b105
—	NetApp Inc.	261,258	$9.64M	0.2%	$37.78	—	COM	64110d104
—	Tyco International Ltd.	226,336	$9.597M	0.2%	$32.95	—	SHS	H89128104
—	Invesco Ltd.	253,145	$9.366M	0.2%	$31.80	—	SHS	g491bt108
—	VISA INC	43,085	$9.3M	0.2%	$182.75	—	COM CL A	92826c839
WAT	Waters Corp.	85,462	$9.265M	0.2%	$95.76	+13.2%	COM	941848103
—	EMC Corp.	328,323	$8.999M	0.1%	$23.62	—	COM	268648102
—	Myriad Genetics Inc.	259,802	$8.883M	0.1%	$29.98	—	COM	62855j104
PHM	Pulte Group Inc.	444,903	$8.538M	0.1%	$17.74	-4.1%	COM	745867101
MSM	MSC Industrial Direct Co.(Cl A	96,515	$8.35M	0.1%	$80.58	+5.7%	CL A	553530106
BWA	BorgWarner Inc.	134,865	$8.29M	0.1%	$35.37	+21.5%	COM	099724106
TOL	Toll Brothers Inc.	224,951	$8.076M	0.1%	$33.67	+9.3%	COM	889478103
GILD	Gilead Sciences Inc.	103,729	$7.35M	0.1%	$36.21	+50.5%	COM	375558103
CAT	Caterpillar Inc.	73,801	$7.334M	0.1%	$61.55	+13.2%	COM	149123101
—	Salix Pharmaceuticals Ltd.	69,123	$7.162M	0.1%	$103.61	—	COM	795435106
QCOM	Qualcomm	89,475	$7.056M	0.1%	$45.06	+19.9%	COM	747525103
LULU	Lululemon Athletica Inc.	128,913	$6.78M	0.1%	$65.97	-24.4%	COM	550021109
—	Ulta Salon Cosmetics & Fragran	68,403	$6.665M	0.1%	$112.68	—	COM	90384s303
—	Flamel Technologies S.A.-ADR	492,285	$6.597M	0.1%	$6.15	—	SPONSORED ADR	338488109
—	NVR Inc.	5,688	$6.524M	0.1%	$947.97	—	COM	62944t105
—	PAREXEL International Corp.	118,119	$6.389M	0.1%	$45.97	—	COM	699462107
JBHT	HUNT J B TRANS SVCS INC	84,384	$6.069M	0.1%	$64.12	+2.7%	COM	445658107
—	Coach Inc.	117,870	$5.853M	0.1%	$57.09	—	COM	189754104
FDS	FactSet Research Systems Inc.	47,719	$5.145M	0.1%	$83.78	+11.3%	COM	303075105
—	Atwood Oceanics Inc.	100,728	$5.076M	0.1%	$50.39	—	COM	050095108
—	Elizabeth Arden Inc.	171,278	$5.054M	0.1%	$39.32	—	COM	28660g106
—	Cerner Corp.	84,926	$4.777M	0.1%	$74.32	—	COM	156782104
—	Monsanto Co.	38,763	$4.41M	0.1%	$98.79	—	COM	61166w101
—	Sigma Aldrich	42,820	$3.999M	0.1%	$80.43	—	COM	826552101
—	General Cable Corp.	155,315	$3.978M	0.1%	$30.75	—	COM	369300108
—	Guess? Inc.	124,423	$3.434M	0.1%	$31.03	—	COM	401617105
—	Monster Beverage Corp	49,088	$3.409M	0.1%	$60.82	—	COM	611740101
ORCL	Oracle Corp.	76,741	$3.139M	0.1%	$27.58	+15.9%	COM	68389X105
—	General Electric Co.	115,970	$3.002M	0.0%	$23.19	—	COM	369604103
—	Stericycle, Inc	25,452	$2.892M	0.0%	$110.44	—	COM	858912108
SLB	Schlumberger Ltd.	27,043	$2.637M	0.0%	$54.48	+20.2%	COM	806857108
—	Praxair Inc.	17,967	$2.353M	0.0%	$115.16	—	COM	74005P104
—	MasterCard Inc. Class A	30,440	$2.274M	0.0%	$128.06	—	CL A	57636q104
—	3m Co.	15,415	$2.091M	0.0%	$109.36	—	COM	88579y101
—	United Technologies Corp.	17,488	$2.043M	0.0%	$92.96	—	COM	913017109
MCD	McDonalds	20,151	$1.975M	0.0%	$71.75	-2.1%	COM	580135101
—	J.P. Morgan Chase & Co.	32,026	$1.944M	0.0%	$52.68	—	COM	46625h100
UNP	Union Pacific	8,788	$1.649M	0.0%	$62.55	+9.1%	COM	907818108
—	Baker Hughes, Inc.	24,796	$1.612M	0.0%	$46.13	—	COM	057224107
BEN	Franklin Resources Inc.	28,538	$1.546M	0.0%	$29.22	+10.0%	COM	354613101
ABT	ABBOTT LABS	38,518	$1.483M	0.0%	$28.85	+6.5%	COM	002824100
—	Target Corp.	23,608	$1.429M	0.0%	$60.53	—	COM	87612e106
—	Biogen Idec Inc.	3,755	$1.149M	0.0%	$215.09	—	COM	09062x103
IBM	International Business Machine	5,541	$1.067M	0.0%	$118.94	-8.2%	COM	459200101
DHR	Danaher Corp.	13,899	$1.042M	0.0%	$26.74	+15.1%	COM	235851102
SYK	Stryker Corp.	9,345	$761K	0.0%	$56.92	+21.3%	COM	863667101
SBUX	Starbucks Corp.	9,906	$727K	0.0%	$24.37	+20.2%	COM	855244109
GWW	WW Grainger Inc.	2,500	$632K	0.0%	$201.89	+1.8%	COM	384802104
PEP	PepsiCo Inc.	7,097	$593K	0.0%	$56.00	+1.5%	COM	713448108
—	WuXi PharmaTech Inc -ADR	14,616	$539K	0.0%	$38.38	—	SPONS ADR SHS	929352102
HD	Home Depot Inc.	6,775	$536K	0.0%	$56.05	+7.5%	COM	437076102
UPS	United Parcel Service, Inc. Cl	5,425	$528K	0.0%	$55.38	+15.9%	CL B	911312106
—	Pall Corp.	5,500	$492K	0.0%	$66.36	—	COM	696429307
PM	Philip Morris International, I	5,727	$469K	0.0%	$49.85	-10.2%	COM	718172109
—	Exxon Mobil Corp	4,693	$458K	0.0%	$90.30	—	COM	30231g102
PG	Procter & Gamble	5,646	$455K	0.0%	$55.00	+2.7%	COM	742718109
ADP	Automatic Data Processing	5,694	$440K	0.0%	$45.09	+16.3%	COM	053015103
—	Wisconsin Energy	9,107	$424K	0.0%	$40.94	—	COM	976657106
ITW	Illinois Tool Works Inc.	4,429	$360K	0.0%	$49.85	+22.9%	COM	452308109
SYY	Sysco Corp.	8,766	$317K	0.0%	$24.40	+7.0%	COM	871829107
FMX	Fomento Economico Mexicano, SA	3,299	$308K	0.0%	$100.89	—	SPON ADR UNITS	344419106
—	ENDO INTL PLC	4,344	$298K	0.0%	$68.60	—	SHS	G30401106
MSFT	Microsoft Corp.	6,884	$282K	0.0%	$26.70	+17.1%	COM	594918104
—	Abbvie Inc	5,225	$269K	0.0%	$41.34	—	COM	00287y109
MELI	MERCADOLIBRE INC	2,799	$266K	0.0%	$111.39	-13.9%	COM	58733R102
—	ORBOTECH LTD	15,820	$243K	0.0%	$13.53	—	ORD	M75253100
—	Cisco Systems Inc.	10,678	$239K	0.0%	$24.36	—	COM	17275r102
JNJ	Johnson & Johnson	2,437	$239K	0.0%	$59.66	+11.7%	COM	478160104
YORW	York Water Co.	11,250	$230K	0.0%	$14.26	+11.3%	COM	987184108
FAST	Fastenal Co.	4,654	$229K	0.0%	$8.84	-3.1%	COM	311900104
ECL	Ecolab	2,100	$227K	0.0%	$73.48	+25.1%	COM	278865100
—	Whole Foods Market Inc.	4,424	$224K	0.0%	$51.54	—	COM	966837106
KMB	Kimberly Clark Corp	2,009	$221K	0.0%	$66.36	+4.6%	COM	494368103