|
SVB Financial Group
|
78486Q101
|
Common Stocks
|
389,900
|
$27,659,506.00
|
3.51 %
|
|
Affiliated Managers Group, Inc.
|
008252108
|
Common Stocks
|
162,800
|
$25,001,196.00
|
3.18 %
|
|
Ultimate Software Group, Inc. (The)
|
90385D107
|
Common Stocks
|
208,512
|
$21,718,610.00
|
2.77 %
|
|
Westinghouse Air Brake Technologies Corporation
|
929740108
|
Common Stocks
|
210,762
|
$21,520,908.00
|
2.73 %
|
|
Panera Bread Company, Class A
|
69840W108
|
Common Stocks
|
120,600
|
$19,927,944.00
|
2.53 %
|
|
Semtech Corporation
|
816850101
|
Common Stocks
|
546,761
|
$19,349,872.00
|
2.45 %
|
|
Portfolio Recovery Associates, Inc.
|
73640Q105
|
Common Stocks
|
151,443
|
$19,221,146.00
|
2.44 %
|
|
Landstar System, Inc.
|
515098101
|
Common Stocks
|
311,800
|
$17,800,662.00
|
2.26 %
|
|
Jack Henry & Associates, Inc.
|
426281101
|
Common Stocks
|
372,400
|
$17,208,604.00
|
2.18 %
|
|
Community Health Systems, Inc.
|
203668108
|
Common Stocks
|
361,600
|
$17,136,224.00
|
2.18 %
|
|
Vail Resorts, Inc.
|
91879Q109
|
Common Stocks
|
276,100
|
$17,206,552.00
|
2.18 %
|
|
Signature Bank
|
82669G104
|
Common Stocks
|
217,200
|
$17,106,672.00
|
2.17 %
|
|
First Cash Financial Services, Inc.
|
31942D107
|
Common Stocks
|
282,600
|
$16,486,884.00
|
2.09 %
|
|
Incyte Corporation
|
45337C102
|
Common Stocks
|
695,600
|
$16,283,996.00
|
2.07 %
|
|
Watsco, Inc.
|
942622200
|
Common Stocks
|
188,400
|
$15,859,512.00
|
2.02 %
|
|
Aruba Networks, Inc.
|
043176106
|
Common Stocks
|
634,500
|
$15,697,530.00
|
2.00 %
|
|
Bank of the Ozarks, Inc.
|
063904106
|
Common Stocks
|
343,900
|
$15,251,965.00
|
1.94 %
|
|
Hub Group, Inc.
|
443320106
|
Common Stocks
|
382,800
|
$14,722,488.00
|
1.87 %
|
|
Lithia Motors, Inc.
|
536797103
|
Common Stocks
|
303,000
|
$14,386,440.00
|
1.83 %
|
|
Waste Connections, Inc.
|
941053100
|
Common Stocks
|
390,800
|
$14,060,984.00
|
1.78 %
|
|
Team, Inc.
|
878155100
|
Common Stocks
|
338,700
|
$13,910,409.00
|
1.77 %
|
|
Heartware International, Inc.
|
422368100
|
Common Stocks
|
152,500
|
$13,485,575.00
|
1.70 %
|
|
IPG Photonics Corporation
|
44980X109
|
Common Stocks
|
191,100
|
$12,690,951.00
|
1.61 %
|
|
Gulfport Energy Corporation
|
402635304
|
Common Stocks
|
254,588
|
$11,667,768.00
|
1.48 %
|
|
Asbury Automotive Group, Inc.
|
043436104
|
Common Stocks
|
316,000
|
$11,594,040.00
|
1.47 %
|
|
Pool Corporation
|
73278L105
|
Common Stocks
|
229,800
|
$11,030,400.00
|
1.40 %
|
|
Dril-Quip, Inc.
|
262037104
|
Common Stocks
|
125,921
|
$10,976,534.00
|
1.39 %
|
|
Demandware, Inc.
|
24802Y105
|
Common Stocks
|
402,800
|
$10,210,980.00
|
1.29 %
|
|
Endologix, Inc.
|
29266S106
|
Common Stocks
|
622,600
|
$10,054,990.00
|
1.28 %
|
|
OSI Systems, Inc.
|
671044105
|
Common Stocks
|
158,200
|
$9,854,278.00
|
1.25 %
|
|
Power Integrations, Inc.
|
739276103
|
Common Stocks
|
223,500
|
$9,702,135.00
|
1.23 %
|
|
Brinker International, Inc.
|
109641100
|
Common Stocks
|
254,800
|
$9,593,220.00
|
1.22 %
|
|
Qlik Technologies Inc.
|
74733T105
|
Common Stocks
|
365,900
|
$9,451,197.00
|
1.20 %
|
|
Rush Enterprises, Inc.
|
781846209
|
Common Stocks
|
392,000
|
$9,455,040.00
|
1.20 %
|
|
Zumiez Inc.
|
989817101
|
Common Stocks
|
408,627
|
$9,357,558.00
|
1.19 %
|
|
DexCom, Inc.
|
252131107
|
Common Stocks
|
556,200
|
$9,299,664.00
|
1.18 %
|
|
SS&C Technologies Holdings, Inc.
|
78467J100
|
Common Stocks
|
307,800
|
$9,227,844.00
|
1.17 %
|
|
Bonanza Creek Energy, Inc.
|
097793103
|
Common Stocks
|
236,900
|
$9,160,923.00
|
1.16 %
|
|
MICROS Systems, Inc.
|
594901100
|
Common Stocks
|
199,403
|
$9,074,831.00
|
1.15 %
|
|
Oasis Petroleum LLC
|
674215108
|
Common Stocks
|
235,800
|
$8,976,906.00
|
1.14 %
|
|
Wabash National Corporation
|
929566107
|
Common Stocks
|
881,300
|
$8,954,008.00
|
1.14 %
|
|
United Stationers Inc.
|
913004107
|
Common Stocks
|
226,800
|
$8,765,820.00
|
1.11 %
|
|
Kforce Inc.
|
493732101
|
Common Stocks
|
530,000
|
$8,676,100.00
|
1.10 %
|
|
JDS Uniphase Corporation
|
46612J507
|
Common Stocks
|
643,800
|
$8,607,606.00
|
1.09 %
|
|
United Natural Foods, Inc.
|
911163103
|
Common Stocks
|
172,900
|
$8,506,680.00
|
1.08 %
|
|
Cabela's Incorporated, Class A
|
126804301
|
Common Stocks
|
139,400
|
$8,472,732.00
|
1.08 %
|
|
Beacon Roofing Supply, Inc.
|
073685109
|
Common Stocks
|
216,400
|
$8,366,024.00
|
1.06 %
|
|
Ironwood Pharmaceuticals, Inc., Class A
|
46333X108
|
Common Stocks
|
449,000
|
$8,212,210.00
|
1.04 %
|
|
Cepheid
|
15670R107
|
Common Stocks
|
212,000
|
$8,134,440.00
|
1.03 %
|
|
Matrix Service Company
|
576853105
|
Common Stocks
|
539,700
|
$8,041,530.00
|
1.02 %
|
|
Boston Beer Company, Inc. (The), Class A
|
100557107
|
Common Stocks
|
50,400
|
$8,045,856.00
|
1.02 %
|
|
Microsemi Corporation
|
595137100
|
Common Stocks
|
338,800
|
$7,849,996.00
|
1.00 %
|
|
Primoris Services Corporation
|
74164F103
|
Common Stocks
|
347,500
|
$7,683,225.00
|
0.98 %
|
|
Ixia
|
45071R109
|
Common Stocks
|
332,300
|
$7,190,972.00
|
0.91 %
|
|
Finisar Corporation
|
31787A507
|
Common Stocks
|
535,600
|
$7,064,564.00
|
0.90 %
|
|
ACI Worldwide, Inc.
|
004498101
|
Common Stocks
|
145,600
|
$7,114,016.00
|
0.90 %
|
|
NetSuite Inc.
|
64118Q107
|
Common Stocks
|
85,600
|
$6,853,136.00
|
0.87 %
|
|
II-VI Incorporated
|
902104108
|
Common Stocks
|
383,400
|
$6,533,136.00
|
0.83 %
|
|
Thoratec Corporation
|
885175307
|
Common Stocks
|
168,100
|
$6,303,750.00
|
0.80 %
|
|
Tyler Technologies, Inc.
|
902252105
|
Common Stocks
|
101,700
|
$6,230,142.00
|
0.79 %
|
|
Wal-Mart Stores, Inc. 0.08 %, 4/8/2013
|
93114ER82 04/08/2013
|
Short-Term Securities
|
6,000,000
|
$5,999,893.00
|
0.77 %
|
|
Financial Engines, Inc.
|
317485100
|
Common Stocks
|
135,000
|
$4,889,700.00
|
0.62 %
|
|
ExactTarget, Inc.
|
30064K105
|
Common Stocks
|
198,200
|
$4,612,114.00
|
0.59 %
|
|
Volcano Corporation
|
928645100
|
Common Stocks
|
200,401
|
$4,460,926.00
|
0.57 %
|
|
Laredo Petroleum Holdings, Inc.
|
516806106
|
Common Stocks
|
240,700
|
$4,402,403.00
|
0.56 %
|
|
Quiksilver, Inc.
|
74838C106
|
Common Stocks
|
641,700
|
$3,895,119.00
|
0.49 %
|
|
American Vanguard Corporation
|
030371108
|
Common Stocks
|
115,900
|
$3,539,586.00
|
0.45 %
|
|
Procera Networks, Inc.
|
74269U203
|
Common Stocks
|
260,900
|
$3,102,101.00
|
0.39 %
|
|
Cavium Inc.
|
14964U108
|
Common Stocks
|
78,900
|
$3,062,109.00
|
0.39 %
|
|
KEYW Holding Corporation
|
493723100
|
Common Stocks
|
166,200
|
$2,680,806.00
|
0.34 %
|
|
Rosetta Resources Inc.
|
777779307
|
Common Stocks
|
55,800
|
$2,654,964.00
|
0.34 %
|
|
Safeguard Scientifics, Inc.
|
786449207
|
Common Stocks
|
145,700
|
$2,302,060.00
|
0.29 %
|
|
Prudential Funding LLC (GTD by Prudential Financial Inc.) 0.09 %, 4/1/2013
|
74433GR16 04/01/2013
|
Short-Term Securities
|
2,311,000
|
$2,310,994.00
|
0.29 %
|
|
Bright Horizons Family Solutions Inc.
|
109194100
|
Common Stocks
|
65,200
|
$2,203,108.00
|
0.28 %
|
|
Acquity Group Ltd, ADR
|
00489C103
|
Common Stocks
|
326,080
|
$2,070,608.00
|
0.26 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
1,916,000
|
$1,916,000.00
|
0.24 %
|
|
Model N, Inc.
|
607525102
|
Common Stocks
|
94,600
|
$1,874,972.00
|
0.24 %
|
|
Graham Corporation
|
384556106
|
Common Stocks
|
74,000
|
$1,830,760.00
|
0.23 %
|
|
MRC Global Inc.
|
55345K103
|
Common Stocks
|
48,100
|
$1,583,933.00
|
0.20 %
|
|
Powell Industries, Inc.
|
739128106
|
Common Stocks
|
600
|
$31,542.00
|
0.00 %
|