|
Aspen Technology, Inc.
|
045327103
|
Common Stocks
|
5,732,860
|
$185,114,049.00
|
6.87 %
|
|
Micron Technology, Inc.
|
595112103
|
Common Stocks
|
15,743,200
|
$157,117,136.00
|
5.84 %
|
|
Cree, Inc.
|
225447101
|
Common Stocks
|
2,823,723
|
$154,485,885.00
|
5.74 %
|
|
Alliance Data Systems Corporation
|
018581108
|
Common Stocks
|
827,350
|
$133,939,692.00
|
4.98 %
|
|
Samsung Electronics Co., Ltd.
|
6771720
|
Common Stocks
|
83,700
|
$113,596,081.00
|
4.22 %
|
|
Tenet Healthcare Corporation
|
88033G407
|
Common Stocks
|
2,303,950
|
$109,621,941.00
|
4.07 %
|
|
ACI Worldwide, Inc.
|
004498101
|
Common Stocks
|
2,191,274
|
$107,065,648.00
|
3.97 %
|
|
Apple Inc.
|
037833100
|
Common Stocks
|
224,800
|
$99,503,224.00
|
3.69 %
|
|
Google Inc., Class A
|
38259P508
|
Common Stocks
|
118,600
|
$94,171,958.00
|
3.49 %
|
|
Acxiom Corporation
|
005125109
|
Common Stocks
|
4,383,471
|
$89,422,808.00
|
3.32 %
|
|
UnitedHealth Group Incorporated
|
91324P102
|
Common Stocks
|
1,521,400
|
$87,039,294.00
|
3.23 %
|
|
Vertex Pharmaceuticals Incorporated
|
92532F100
|
Common Stocks
|
1,416,100
|
$77,857,178.00
|
2.89 %
|
|
Pentair, Inc.
|
H6169Q108
|
Common Stocks
|
1,469,600
|
$77,521,400.00
|
2.88 %
|
|
Sprint Nextel Corporation
|
852061100
|
Common Stocks
|
11,346,084
|
$70,459,182.00
|
2.62 %
|
|
ESCO Technologies Inc.
|
296315104
|
Common Stocks
|
1,698,518
|
$69,401,445.00
|
2.58 %
|
|
Euronet Worldwide, Inc.
|
298736109
|
Common Stocks
|
2,539,350
|
$66,886,479.00
|
2.48 %
|
|
Cerner Corporation
|
156782104
|
Common Stocks
|
604,600
|
$57,285,850.00
|
2.13 %
|
|
Monsanto Company
|
61166W101
|
Common Stocks
|
519,600
|
$54,885,348.00
|
2.04 %
|
|
WNS (Holdings) Limited, ADR
|
92932M101
|
Common Stocks
|
3,131,354
|
$46,156,158.00
|
1.71 %
|
|
CenturyLink, Inc.
|
156700106
|
Common Stocks
|
1,295,700
|
$45,517,941.00
|
1.69 %
|
|
Harman International Industries, Incorporated
|
413086109
|
Common Stocks
|
917,400
|
$40,943,562.00
|
1.52 %
|
|
Facebook, Inc., Class A
|
30303M102
|
Common Stocks
|
1,470,000
|
$37,602,600.00
|
1.40 %
|
|
ARIAD Pharmaceuticals, Inc.
|
04033A100
|
Common Stocks
|
1,936,900
|
$35,038,521.00
|
1.30 %
|
|
Volcano Corporation
|
928645100
|
Common Stocks
|
1,527,600
|
$34,004,376.00
|
1.26 %
|
|
iGATE Corporation
|
45169U105
|
Common Stocks
|
1,724,800
|
$32,443,488.00
|
1.20 %
|
|
Boston Scientific Corporation
|
101137107
|
Common Stocks
|
4,034,600
|
$31,510,226.00
|
1.17 %
|
|
Spreadtrum Communications, Inc., ADR
|
849415203
|
Common Stocks
|
1,489,100
|
$30,541,441.00
|
1.13 %
|
|
Fusion-io, Inc.
|
36112J107
|
Common Stocks
|
1,847,600
|
$30,245,212.00
|
1.12 %
|
|
Softbank Corp.
|
6770620
|
Common Stocks
|
634,100
|
$29,099,825.00
|
1.08 %
|
|
Marvell Technology Group Ltd.
|
G5876H105
|
Common Stocks
|
2,530,200
|
$26,769,516.00
|
0.99 %
|
|
Isis Pharmaceuticals, Inc.
|
464330109
|
Common Stocks
|
1,559,100
|
$26,411,154.00
|
0.98 %
|
|
Power-One, Inc.
|
73930R102
|
Common Stocks
|
6,151,800
|
$25,529,970.00
|
0.95 %
|
|
China Unicom Limited
|
6263830
|
Common Stocks
|
18,514,000
|
$24,804,426.00
|
0.92 %
|
|
Photronics, Inc.
|
719405102
|
Common Stocks
|
3,064,498
|
$20,470,847.00
|
0.76 %
|
|
News Corporation Limited, Class A
|
65248E104
|
Common Stocks
|
653,800
|
$19,953,976.00
|
0.74 %
|
|
Qualicorp S.A.
|
B4LHBQ0R
|
Common Stocks
|
1,821,000
|
$18,284,345.00
|
0.68 %
|
|
Forum Energy Technologies, Inc.
|
34984V100
|
Common Stocks
|
570,800
|
$16,416,208.00
|
0.61 %
|
|
Ironwood Pharmaceuticals, Inc., Class A
|
46333X108
|
Common Stocks
|
877,400
|
$16,047,646.00
|
0.60 %
|
|
Darling International Inc.
|
237266101
|
Common Stocks
|
903,624
|
$16,229,087.00
|
0.60 %
|
|
Windstream Corporation
|
97381W104
|
Common Stocks
|
2,042,500
|
$16,237,875.00
|
0.60 %
|
|
Nanometrics Incorporated
|
630077105
|
Common Stocks
|
1,036,592
|
$14,958,023.00
|
0.56 %
|
|
Allot Communications Ltd.
|
M0854Q105
|
Common Stocks
|
1,202,221
|
$14,354,519.00
|
0.53 %
|
|
CyrusOne Inc.
|
23283R100
|
Common Stocks
|
593,500
|
$13,555,540.00
|
0.50 %
|
|
Spansion Inc.
|
84649R200
|
Common Stocks
|
1,018,701
|
$13,110,682.00
|
0.49 %
|
|
Cypress Semiconductor Corporation
|
232806109
|
Common Stocks
|
1,180,000
|
$13,015,400.00
|
0.48 %
|
|
Aegion Corporation
|
00770F104
|
Common Stocks
|
548,701
|
$12,702,428.00
|
0.47 %
|
|
21Vianet Group, Inc., ADR
|
90138A103
|
Common Stocks
|
1,288,600
|
$12,112,840.00
|
0.45 %
|
|
Silver Spring Networks, Inc.
|
82817Q103
|
Common Stocks
|
601,160
|
$10,418,103.00
|
0.39 %
|
|
Odontoprev S.A.
|
B1H6R62
|
Common Stocks
|
2,282,700
|
$10,403,893.00
|
0.39 %
|
|
Abengoa, S.A., Class B
|
B83KH89
|
Common Stocks
|
4,146,165
|
$10,257,523.00
|
0.38 %
|
|
Ecolab Inc. 0.24 %, 4/1/2013
|
27886LR15 04/01/2013
|
Short-Term Securities
|
10,000,000
|
$9,999,933.00
|
0.36 %
|
|
Bank of Nova Scotia 0.12 %, 4/2/2013
|
06416JR21 04/02/2013
|
Short-Term Securities
|
10,000,000
|
$9,999,933.00
|
0.36 %
|
|
JinkoSolar Holding Co., Ltd., Convertible 4.00 %, 5/15/2016
|
47759TAA8
|
Corporate Debt Securities
|
15,690,000
|
$9,414,000.00
|
0.35 %
|
|
Fleury S.A.
|
B4X4D29R
|
Common Stocks
|
947,700
|
$8,887,252.00
|
0.33 %
|
|
Roche Holdings, Inc. 0.10 %, 5/15/2013
|
77119LSF7 05/15/2013
|
Short-Term Securities
|
8,000,000
|
$7,999,001.00
|
0.30 %
|
|
Bemis Company, Inc. 0.31 %, 4/3/2013
|
08143TR33 04/03/2013
|
Short-Term Securities
|
8,000,000
|
$7,999,800.00
|
0.30 %
|
|
United States Treasury Bills 0.13 %, 4/25/2013
|
912796AB5 04/25/2013
|
Short-Term Securities
|
7,000,000
|
$6,999,380.00
|
0.26 %
|
|
City of Whittier, Hlth Fac Rev Bonds (Presbyterian Intercmnty Hosp), Ser 2009 (GTD by U.S. Bank, N.A.) 0.11 %, 4/7/2013
|
966769CY5 06/01/2036
|
Short-Term Securities
|
5,545,000
|
$5,545,000.00
|
0.21 %
|
|
Qualicorp S.A.
|
B4LHBQ0
|
Common Stocks
|
559,000
|
$5,612,822.00
|
0.21 %
|
|
Fleury S.A.
|
B4X4D29
|
Common Stocks
|
609,500
|
$5,715,712.00
|
0.21 %
|
|
American Honda Finance Corp. (GTD by Honda Motor Co.) 0.12 %, 4/4/2013
|
02665JR44 04/04/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,936.00
|
0.19 %
|
|
Roche Holdings, Inc. 0.14 %, 4/2/2013
|
77119LR27 04/02/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,963.00
|
0.19 %
|
|
Illinois Tool Works Inc. 0.11 %, 4/10/2013
|
4523ELRA5 04/10/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,847.00
|
0.19 %
|
|
St. Jude Medical, Inc. 0.25 %, 4/2/2013
|
8522W2R23 04/02/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,950.00
|
0.19 %
|
|
Bank of Nova Scotia 0.08 %, 4/1/2013
|
06416JR13 04/01/2013
|
Short-Term Securities
|
5,252,000
|
$5,251,988.00
|
0.19 %
|
|
MS Business Fin Corp, Gulf Opp Zone Indl Dev Rev Bonds (Chevron U.S.A. Inc. Proj), Ser 2010J (GTD by Chevron Corporation) 0.14 %, 4/1/2013
|
60528ACA0 11/01/2035
|
Short-Term Securities
|
4,732,000
|
$4,732,000.00
|
0.18 %
|
|
Abbott Laboratories 0.13 %, 4/29/2013
|
00282CRV6 04/29/2013
|
Short-Term Securities
|
4,806,000
|
$4,805,497.00
|
0.18 %
|
|
Rambus Inc.
|
750917106
|
Common Stocks
|
587,618
|
$3,296,537.00
|
0.12 %
|
|
LA Pub Fac Auth, Rev Bonds (Air Products and Chemicals Proj), Ser 2008A (GTD by Air Products and Chemicals, Inc.) 0.14 %, 4/1/2013
|
546398YU6 08/01/2043
|
Short-Term Securities
|
3,000,000
|
$3,000,000.00
|
0.11 %
|
|
John Deere Capital Corporation 0.11 %, 4/26/2013
|
24422LRS4 04/26/2013
|
Short-Term Securities
|
2,000,000
|
$1,999,841.00
|
0.07 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
343,000
|
$343,000.00
|
0.01 %
|