The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   752,301 5,252 SH   SOLE   0 0 5,252
AARONS INC COM PAR $0.50 002535300   244,286 6,854 SH   SOLE   0 0 6,854
ABAXIS INC COM 002567105   398,787 9,000 SH   SOLE   0 0 9,000
ABB LTD SPONSORED ADR 000375204   589,486 25,608 SH   SOLE   0 0 25,608
ABBOTT LABS COM 002824100   705,089 17,239 SH   SOLE   0 0 17,239
ABBVIE INC COM 00287Y109   981,292 17,386 SH   SOLE   0 0 17,386
ACTUANT CORP CL A NEW 00508X203   316,714 9,162 SH   SOLE   0 0 9,162
AETERNA ZENTARIS INC COM NEW 007975303   14,269 12,301 SH   SOLE   0 0 12,301
AGILENT TECHNOLOGIES INC COM 00846U101   236,087 4,110 SH   SOLE   0 0 4,110
AIR PRODS & CHEMS INC COM 009158106   393,762 3,061 SH   SOLE   0 0 3,061
AKAMAI TECHNOLOGIES INC COM 00971T101   423,518 6,936 SH   SOLE   0 0 6,936
ALASKA AIR GROUP INC COM 011659109   711,259 7,483 SH   SOLE   0 0 7,483
ALEXION PHARMACEUTICALS INC COM 015351109   978,332 6,261 SH   SOLE   0 0 6,261
AMAZON COM INC COM 023135106   371,198 1,143 SH   SOLE   0 0 1,143
AMERISOURCEBERGEN CORP COM 03073E105   847,215 11,660 SH   SOLE   0 0 11,660
AMN HEALTHCARE SERVICES INC COM 001744101   245,581 19,966 SH   SOLE   0 0 19,966
ANALOG DEVICES INC COM 032654105   617,892 11,428 SH   SOLE   0 0 11,428
ANN INC COM 035623107   534,019 12,981 SH   SOLE   0 0 12,981
ANSYS INC COM 03662Q105   281,824 3,717 SH   SOLE   0 0 3,717
APPLE INC COM 037833100   4,101,707 44,138 SH   SOLE   0 0 44,138
AT&T INC COM 00206R102   367,179 10,384 SH   SOLE   0 0 10,384
AUTOLIV INC COM 052800109   472,895 4,437 SH   SOLE   0 0 4,437
AUTOMATIC DATA PROCESSING IN COM 053015103   733,557 9,253 SH   SOLE   0 0 9,253
AVAGO TECHNOLOGIES LTD SHS Y0486S104   929,320 12,895 SH   SOLE   0 0 12,895
BAKER HUGHES INC COM 057224107   362,581 4,870 SH   SOLE   0 0 4,870
BARD C R INC COM 067383109   373,294 2,610 SH   SOLE   0 0 2,610
BAXTER INTL INC COM 071813109   722,675 9,996 SH   SOLE   0 0 9,996
BECTON DICKINSON & CO COM 075887109   1,118,607 9,456 SH   SOLE   0 0 9,456
BED BATH & BEYOND INC COM 075896100   811,030 14,134 SH   SOLE   0 0 14,134
BIOMARIN PHARMACEUTICAL INC COM 09061G101   416,123 6,689 SH   SOLE   0 0 6,689
BORGWARNER INC COM 099724106   673,461 10,331 SH   SOLE   0 0 10,331
BP PLC SPONSORED ADR 055622104   655,199 12,421 SH   SOLE   0 0 12,421
BROADCOM CORP CL A 111320107   444,397 11,972 SH   SOLE   0 0 11,972
BUCKLE INC COM 118440106   281,803 6,353 SH   SOLE   0 0 6,353
CADENCE DESIGN SYSTEM INC COM 127387108   298,654 17,076 SH   SOLE   0 0 17,076
CAE INC COM 124765108   223,314 17,008 SH   SOLE   0 0 17,008
CALAVO GROWERS INC COM 128246105   207,612 6,137 SH   SOLE   0 0 6,137
CALLAWAY GOLF CO COM 131193104   261,666 31,450 SH   SOLE   0 0 31,450
CANADIAN NAT RES LTD COM 136385101   1,020,390 22,226 SH   SOLE   0 0 22,226
CANADIAN NATL RY CO COM 136375102   578,993 8,905 SH   SOLE   0 0 8,905
CANON INC SPONSORED ADR 138006309   309,320 9,445 SH   SOLE   0 0 9,445
CARDINAL HEALTH INC COM 14149Y108   886,022 12,923 SH   SOLE   0 0 12,923
CARPENTER TECHNOLOGY CORP COM 144285103   941,987 14,893 SH   SOLE   0 0 14,893
CARTER INC COM 146229109   418,129 6,066 SH   SOLE   0 0 6,066
CAVCO INDS INC DEL COM 149568107   278,450 3,264 SH   SOLE   0 0 3,264
CELGENE CORP COM 151020104   471,208 5,487 SH   SOLE   0 0 5,487
CENOVUS ENERGY INC COM 15135U109   432,809 13,371 SH   SOLE   0 0 13,371
CENTRAL GOLDTRUST TR UNIT 153546106   1,500,220 31,604 SH   SOLE   0 0 31,604
CF INDS HLDGS INC COM 125269100   696,648 2,896 SH   SOLE   0 0 2,896
CHEVRON CORP NEW COM 166764100   398,692 3,054 SH   SOLE   0 0 3,054
CINTAS CORP COM 172908105   399,012 6,280 SH   SOLE   0 0 6,280
CISCO SYS INC COM 17275R102   744,150 29,946 SH   SOLE   0 0 29,946
CLARCOR INC COM 179895107   678,252 10,966 SH   SOLE   0 0 10,966
CLOROX CO DEL COM 189054109   598,130 6,544 SH   SOLE   0 0 6,544
COACH INC COM 189754104   236,775 6,925 SH   SOLE   0 0 6,925
COCA COLA CO COM 191216100   872,655 20,601 SH   SOLE   0 0 20,601
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   398,352 8,145 SH   SOLE   0 0 8,145
COLGATE PALMOLIVE CO COM 194162103   398,788 5,849 SH   SOLE   0 0 5,849
COMPUTER PROGRAMS & SYS INC COM 205306103   543,148 8,540 SH   SOLE   0 0 8,540
CONMED CORP COM 207410101   345,803 7,832 SH   SOLE   0 0 7,832
CONOCOPHILLIPS COM 20825C104   972,865 11,348 SH   SOLE   0 0 11,348
CONTINENTAL RESOURCES INC COM 212015101   235,131 1,488 SH   SOLE   0 0 1,488
COOPER COS INC COM NEW 216648402   712,210 5,255 SH   SOLE   0 0 5,255
COPART INC COM 217204106   373,456 10,385 SH   SOLE   0 0 10,385
CORE LABORATORIES N V COM N22717107   419,848 2,513 SH   SOLE   0 0 2,513
CORNING INC COM 219350105   561,874 25,598 SH   SOLE   0 0 25,598
COSTCO WHSL CORP NEW COM 22160K105   397,766 3,454 SH   SOLE   0 0 3,454
COTY INC COM CL A 222070203   382,354 3,814 SH   SOLE   0 0 3,814
COUSINS PPTYS INC COM 222795106   745,958 59,916 SH   SOLE   0 0 59,916
COVIDIEN PLC SHS G2554F113   990,022 10,978 SH   SOLE   0 0 10,978
CUMMINS INC COM 231021106   361,324 2,342 SH   SOLE   0 0 2,342
CVS CAREMARK CORPORATION COM 126650100   1,187,298 15,753 SH   SOLE   0 0 15,753
DECKERS OUTDOOR CORP COM 243537107   835,499 9,678 SH   SOLE   0 0 9,678
DIANA CONTAINERSHIPS INC COM Y2069P101   44,064 17,417 SH   SOLE   0 0 17,417
DOLLAR GEN CORP NEW COM 256677105   999,778 17,430 SH   SOLE   0 0 17,430
DOVER CORP COM 260003108   722,422 7,943 SH   SOLE   0 0 7,943
DRESSER-RAND GROUP INC COM 261608103   288,563 4,528 SH   SOLE   0 0 4,528
DST SYS INC DEL COM 233326107   718,004 7,790 SH   SOLE   0 0 7,790
DU PONT E I DE NEMOURS & CO COM 263534109   689,248 10,533 SH   SOLE   0 0 10,533
EATON CORP PLC SHS G29183103   635,432 8,233 SH   SOLE   0 0 8,233
ECOLAB INC COM 278865100   343,072 3,081 SH   SOLE   0 0 3,081
ELLIE MAE INC COM 28849P100   401,465 12,896 SH   SOLE   0 0 12,896
EMERSON ELEC CO COM 291011104   868,071 13,081 SH   SOLE   0 0 13,081
ENSCO PLC SHS CLASS A G3157S106   357,160 6,427 SH   SOLE   0 0 6,427
EOG RES INC COM 26875P101   346,080 2,962 SH   SOLE   0 0 2,962
EQUIFAX INC COM 294429105   756,955 19,615 SH   SOLE   0 0 19,615
ESSEX PPTY TR INC COM 297178105   460,724 2,492 SH   SOLE   0 0 2,492
EXPEDITORS INTL WASH INC COM 302130109   315,974 7,155 SH   SOLE   0 0 7,155
EXXON MOBIL CORP COM 30231G102   262,861 2,611 SH   SOLE   0 0 2,611
F5 NETWORKS INC COM 315616102   964,257 8,653 SH   SOLE   0 0 8,653
FACEBOOK INC CL A 30303M102   1,431,718 21,277 SH   SOLE   0 0 21,277
FACTSET RESH SYS INC COM 303075105   362,501 3,014 SH   SOLE   0 0 3,014
FAIRPOINT COMMUNICATIONS INC COM NEW 305560302   9,250 25,000 SH   SOLE   0 0 25,000
FAMILY DLR STORES INC COM 307000109   396,928 6,001 SH   SOLE   0 0 6,001
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   230,444 1,906 SH   SOLE   0 0 1,906
FLIR SYS INC COM 302445101   285,416 8,218 SH   SOLE   0 0 8,218
FLOWERS FOODS INC COM 343498101   853,782 40,502 SH   SOLE   0 0 40,502
FLUOR CORP NEW COM 343412102   984,033 12,796 SH   SOLE   0 0 12,796
FOOT LOCKER INC COM 344849104   933,554 18,406 SH   SOLE   0 0 18,406
FORWARD AIR CORP COM 349853101   308,485 6,447 SH   SOLE   0 0 6,447
FOSSIL GROUP INC COM 34988V106   520,853 4,983 SH   SOLE   0 0 4,983
FTD COS INC COM 30281V108   970,360 30,524 SH   SOLE   0 0 30,524
GENERAL MLS INC COM 370334104   427,515 8,137 SH   SOLE   0 0 8,137
GENOMIC HEALTH INC COM 37244C101   223,192 8,146 SH   SOLE   0 0 8,146
GENTEX CORP COM 371901109   711,745 24,467 SH   SOLE   0 0 24,467
GENUINE PARTS CO COM 372460105   824,574 9,392 SH   SOLE   0 0 9,392
GETTY RLTY CORP NEW COM 374297109   284,022 14,886 SH   SOLE   0 0 14,886
GILEAD SCIENCES INC COM 375558103   341,898 4,124 SH   SOLE   0 0 4,124
GOOGLE INC CL A 38259P508   886,694 1,517 SH   SOLE   0 0 1,517
GOOGLE INC CL C 38259P706   783,044 1,361 SH   SOLE   0 0 1,361
GRAINGER W W INC COM 384802104   373,569 1,469 SH   SOLE   0 0 1,469
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   904,131 7,118 SH   SOLE   0 0 7,118
HANESBRANDS INC COM 410345102   371,583 3,775 SH   SOLE   0 0 3,775
HARRIS CORP DEL COM 413875105   301,719 3,983 SH   SOLE   0 0 3,983
HEICO CORP NEW CL A 422806208   283,757 6,989 SH   SOLE   0 0 6,989
HELMERICH & PAYNE INC COM 423452101   1,290,396 11,114 SH   SOLE   0 0 11,114
HENRY JACK & ASSOC INC COM 426281101   849,730 14,298 SH   SOLE   0 0 14,298
HERBALIFE LTD COM USD SHS G4412G101   415,513 6,438 SH   SOLE   0 0 6,438
HIBBETT SPORTS INC COM 428567101   551,288 10,177 SH   SOLE   0 0 10,177
HOME DEPOT INC COM 437076102   318,377 3,933 SH   SOLE   0 0 3,933
HOMEAWAY INC COM 43739Q100   234,132 6,724 SH   SOLE   0 0 6,724
HUB GROUP INC CL A 443320106   402,911 7,994 SH   SOLE   0 0 7,994
ILLINOIS TOOL WKS INC COM 452308109   549,133 6,272 SH   SOLE   0 0 6,272
IMPERIAL OIL LTD COM NEW 453038408   448,896 8,529 SH   SOLE   0 0 8,529
INFORMATICA CORP COM 45666Q102   438,531 12,301 SH   SOLE   0 0 12,301
INOGEN INC COM 45780L104   200 20,000 SH   SOLE   0 0 20,000
INTERMUNE INC COM 45884X103   679,866 15,399 SH   SOLE   0 0 15,399
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   351,768 3,373 SH   SOLE   0 0 3,373
IPG PHOTONICS CORP COM 44980X109   676,442 9,832 SH   SOLE   0 0 9,832
JOHNSON & JOHNSON COM 478160104   1,615,815 15,445 SH   SOLE   0 0 15,445
JOHNSON CTLS INC COM 478366107   810,043 16,224 SH   SOLE   0 0 16,224
KIMBERLY CLARK CORP COM 494368103   1,433,138 12,886 SH   SOLE   0 0 12,886
KIRBY CORP COM 497266106   662,310 5,654 SH   SOLE   0 0 5,654
KNOWLES CORP COM 49926D109   220,592 7,176 SH   SOLE   0 0 7,176
LAUDER ESTEE COS INC CL A 518439104   252,166 3,396 SH   SOLE   0 0 3,396
LEGGETT & PLATT INC COM 524660107   403,869 11,781 SH   SOLE   0 0 11,781
LIFELOCK INC COM 53224V100   586,217 25,599 SH   SOLE   0 0 25,599
LILLY ELI & CO COM 532457108   361,574 5,816 SH   SOLE   0 0 5,816
LINKEDIN CORP COM CL A 53578A108   393,524 2,295 SH   SOLE   0 0 2,295
LITTELFUSE INC COM 537008104   378,562 4,073 SH   SOLE   0 0 4,073
LKQ CORP COM 501889208   608,318 22,792 SH   SOLE   0 0 22,792
LOWES COS INC COM 548661107   360,267 7,507 SH   SOLE   0 0 7,507
LTC PPTYS INC COM 502175102   1,349,677 34,572 SH   SOLE   0 0 34,572
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202   1,037,713 17,904 SH   SOLE   0 0 17,904
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,018,231 10,427 SH   SOLE   0 0 10,427
MAGNA INTL INC COM 559222401   990,789 9,195 SH   SOLE   0 0 9,195
MATERION CORP COM 576690101   272,469 7,366 SH   SOLE   0 0 7,366
MATRIX SVC CO COM 576853105   276,495 8,432 SH   SOLE   0 0 8,432
MAXIM INTEGRATED PRODS INC COM 57772K101   443,824 13,127 SH   SOLE   0 0 13,127
MCCORMICK & CO INC COM NON VTG 579780206   379,058 5,295 SH   SOLE   0 0 5,295
MCDERMOTT INTL INC COM 580037109   751,215 92,857 SH   SOLE   0 0 92,857
MCKESSON CORP COM 58155Q103   422,552 2,269 SH   SOLE   0 0 2,269
MEAD JOHNSON NUTRITION CO COM 582839106   1,007,540 10,814 SH   SOLE   0 0 10,814
MEDNAX INC COM 58502B106   832,708 14,320 SH   SOLE   0 0 14,320
MEDTRONIC INC COM 585055106   374,562 5,875 SH   SOLE   0 0 5,875
MELA SCIENCES INC COM 55277R100   18,272 57,100 SH   SOLE   0 0 57,100
MERCADOLIBRE INC COM 58733R102   489,087 5,127 SH   SOLE   0 0 5,127
MERCK & CO INC NEW COM 58933Y105   319,424 5,522 SH   SOLE   0 0 5,522
METTLER TOLEDO INTERNATIONAL COM 592688105   422,298 1,668 SH   SOLE   0 0 1,668
MICHAEL KORS HLDGS LTD SHS G60754101   854,515 9,639 SH   SOLE   0 0 9,639
MICREL INC COM 594793101   291,205 25,816 SH   SOLE   0 0 25,816
MICROCHIP TECHNOLOGY INC COM 595017104   464,330 9,513 SH   SOLE   0 0 9,513
MICROSOFT CORP COM 594918104   1,916,046 45,948 SH   SOLE   0 0 45,948
MONRO MUFFLER BRAKE INC COM 610236101   260,569 4,899 SH   SOLE   0 0 4,899
MOSAIC CO NEW COM 61945C103   1,310,562 26,503 SH   SOLE   0 0 26,503
MTS SYS CORP COM 553777103   294,806 4,351 SH   SOLE   0 0 4,351
NATIONAL HEALTH INVS INC COM 63633D104   922,851 14,751 SH   SOLE   0 0 14,751
NATIONAL INSTRS CORP COM 636518102   218,961 6,760 SH   SOLE   0 0 6,760
NATIONAL OILWELL VARCO INC COM 637071101   746,330 9,063 SH   SOLE   0 0 9,063
NAVIGANT CONSULTING INC COM 63935N107   390,048 22,352 SH   SOLE   0 0 22,352
NETGEAR INC COM 64111Q104   206,043 5,926 SH   SOLE   0 0 5,926
NETSCOUT SYS INC COM 64115T104   273,210 6,162 SH   SOLE   0 0 6,162
NEWMARKET CORP COM 651587107   769,320 1,962 SH   SOLE   0 0 1,962
NIDEC CORP SPONSORED ADR 654090109   860,709 55,927 SH   SOLE   0 0 55,927
NIKE INC CL B 654106103   210,193 2,710 SH   SOLE   0 0 2,710
NOBLE ENERGY INC COM 655044105   802,021 10,354 SH   SOLE   0 0 10,354
NOVARTIS A G SPONSORED ADR 66987V109   1,235,458 13,647 SH   SOLE   0 0 13,647
NOVO-NORDISK A S ADR 670100205   377,920 8,182 SH   SOLE   0 0 8,182
NU SKIN ENTERPRISES INC CL A 67018T105   335,022 4,530 SH   SOLE   0 0 4,530
NUCOR CORP COM 670346105   312,263 6,340 SH   SOLE   0 0 6,340
O REILLY AUTOMOTIVE INC NEW COM 67103H107   1,039,724 6,904 SH   SOLE   0 0 6,904
OCCIDENTAL PETE CORP DEL COM 674599105   706,951 6,888 SH   SOLE   0 0 6,888
OCEANEERING INTL INC COM 675232102   877,400 11,230 SH   SOLE   0 0 11,230
OI S.A. SPN ADR REP PFD 670851203   31,648 36,800 SH   SOLE   0 0 36,800
OLD DOMINION FGHT LINES INC COM 679580100   983,347 15,442 SH   SOLE   0 0 15,442
ORACLE CORP COM 68389X105   624,235 15,402 SH   SOLE   0 0 15,402
PARKER HANNIFIN CORP COM 701094104   1,081,885 8,605 SH   SOLE   0 0 8,605
PENTAIR PLC SHS G7S00T104   201,943 2,800 SH   SOLE   0 0 2,800
PEPSICO INC COM 713448108   1,699,312 19,021 SH   SOLE   0 0 19,021
PERRIGO CO PLC SHS G97822103   1,057,850 7,257 SH   SOLE   0 0 7,257
PFIZER INC COM 717081103   393,695 13,265 SH   SOLE   0 0 13,265
POOL CORPORATION COM 73278L105   205,354 3,631 SH   SOLE   0 0 3,631
POTLATCH CORP NEW COM 737630103   707,444 17,088 SH   SOLE   0 0 17,088
PPG INDS INC COM 693506107   399,115 1,899 SH   SOLE   0 0 1,899
PRICELINE GRP INC COM NEW 741503403   983,479 818 SH   SOLE   0 0 818
PRICESMART INC COM 741511109   746,075 8,572 SH   SOLE   0 0 8,572
PROCTER & GAMBLE CO COM 742718109   866,184 11,022 SH   SOLE   0 0 11,022
PTC INC COM 69370C100   408,722 10,534 SH   SOLE   0 0 10,534
PUBLIC STORAGE COM 74460D109   3,189,424 18,614 SH   SOLE   0 0 18,614
QIAGEN NV REG SHS N72482107   223,742 9,151 SH   SOLE   0 0 9,151
QUALCOMM INC COM 747525103   715,718 9,037 SH   SOLE   0 0 9,037
QUANTA SVCS INC COM 74762E102   842,851 24,374 SH   SOLE   0 0 24,374
REGENERON PHARMACEUTICALS COM 75886F107   695,714 2,463 SH   SOLE   0 0 2,463
RIO TINTO PLC SPONSORED ADR 767204100   385,161 7,096 SH   SOLE   0 0 7,096
ROBERT HALF INTL INC COM 770323103   1,012,023 21,199 SH   SOLE   0 0 21,199
ROCKWELL AUTOMATION INC COM 773903109   294,647 2,354 SH   SOLE   0 0 2,354
SALIX PHARMACEUTICALS INC COM 795435106   1,081,656 8,769 SH   SOLE   0 0 8,769
SANDISK CORP COM 80004C101   1,227,370 11,753 SH   SOLE   0 0 11,753
SAP AG SPON ADR 803054204   578,807 7,517 SH   SOLE   0 0 7,517
SCANSOURCE INC COM 806037107   340,116 8,932 SH   SOLE   0 0 8,932
SCHEIN HENRY INC COM 806407102   815,160 6,870 SH   SOLE   0 0 6,870
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101   511,184 6,300 SH   SOLE   0 0 6,300
SEAGATE TECHNOLOGY PLC SHS G7945M107   613,885 10,804 SH   SOLE   0 0 10,804
SEATTLE GENETICS INC COM 812578102   843,336 22,048 SH   SOLE   0 0 22,048
SENSIENT TECHNOLOGIES CORP COM 81725T100   292,743 5,254 SH   SOLE   0 0 5,254
SHERWIN WILLIAMS CO COM 824348106   411,346 1,988 SH   SOLE   0 0 1,988
SIGMA ALDRICH CORP COM 826552101   372,538 3,671 SH   SOLE   0 0 3,671
SIRONA DENTAL SYSTEMS INC COM 82966C103   573,670 6,957 SH   SOLE   0 0 6,957
SKYWORKS SOLUTIONS INC COM 83088M102   927,836 19,758 SH   SOLE   0 0 19,758
SM ENERGY CO COM 78454L100   1,050,573 12,492 SH   SOLE   0 0 12,492
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   615,609 6,895 SH   SOLE   0 0 6,895
SOUTHWEST AIRLS CO COM 844741108   234,748 8,740 SH   SOLE   0 0 8,740
SOVRAN SELF STORAGE INC COM 84610H108   611,920 7,921 SH   SOLE   0 0 7,921
SPDR GOLD TRUST GOLD SHS 78463V107   651,272 5,086 SH   SOLE   0 0 5,086
SPLUNK INC COM 848637104   606,597 10,963 SH   SOLE   0 0 10,963
ST JUDE MED INC COM 790849103   363,227 5,245 SH   SOLE   0 0 5,245
STANLEY BLACK & DECKER INC COM 854502101   1,000,484 11,392 SH   SOLE   0 0 11,392
STAPLES INC COM 855030102   465,267 42,921 SH   SOLE   0 0 42,921
STEINER LEISURE LTD ORD P8744Y102   278,420 6,432 SH   SOLE   0 0 6,432
STRYKER CORP COM 863667101   294,630 3,494 SH   SOLE   0 0 3,494
SUPERIOR ENERGY SVCS INC COM 868157108   957,457 26,493 SH   SOLE   0 0 26,493
SYKES ENTERPRISES INC COM 871237103   497,612 22,900 SH   SOLE   0 0 22,900
SYNGENTA AG SPONSORED ADR 87160A100   692,349 9,256 SH   SOLE   0 0 9,256
SYNTEL INC COM 87162H103   228,654 2,660 SH   SOLE   0 0 2,660
TE CONNECTIVITY LTD REG SHS H84989104   858,388 13,881 SH   SOLE   0 0 13,881
TEAM HEALTH HOLDINGS INC COM 87817A107   485,082 9,713 SH   SOLE   0 0 9,713
TECHNE CORP COM 878377100   349,217 3,772 SH   SOLE   0 0 3,772
TERADATA CORP DEL COM 88076W103   1,133,225 28,190 SH   SOLE   0 0 28,190
TETRA TECH INC NEW COM 88162G103   453,825 16,503 SH   SOLE   0 0 16,503
TEVA PHARMACEUTICAL INDS LTD ADR 881624209   960,641 18,326 SH   SOLE   0 0 18,326
THOR INDS INC COM 885160101   380,671 6,694 SH   SOLE   0 0 6,694
THORATEC CORP COM NEW 885175307   391,443 11,229 SH   SOLE   0 0 11,229
TIM HORTONS INC COM 88706M103   825,204 15,078 SH   SOLE   0 0 15,078
TIMKEN CO COM 887389104   839,113 12,369 SH   SOLE   0 0 12,369
TJX COS INC NEW COM 872540109   296,401 5,577 SH   SOLE   0 0 5,577
TOWERS WATSON & CO CL A 891894107   833,110 7,993 SH   SOLE   0 0 7,993
TRIMAS CORP COM NEW 896215209   239,935 6,293 SH   SOLE   0 0 6,293
TRIMBLE NAVIGATION LTD COM 896239100   710,228 19,221 SH   SOLE   0 0 19,221
TRW AUTOMOTIVE HLDGS CORP COM 87264S106   424,620 4,743 SH   SOLE   0 0 4,743
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204   484,748 31,074 SH   SOLE   0 0 31,074
TYCO INTERNATIONAL LTD SHS H89128104   664,612 14,575 SH   SOLE   0 0 14,575
UNION PAC CORP COM 907818108   913,571 9,159 SH   SOLE   0 0 9,159
UNIT CORP COM 909218109   569,242 8,270 SH   SOLE   0 0 8,270
UNITED NAT FOODS INC COM 911163103   823,600 12,651 SH   SOLE   0 0 12,651
URBAN OUTFITTERS INC COM 917047102   585,270 17,285 SH   SOLE   0 0 17,285
URSTADT BIDDLE PPTYS INC CL A 917286205   307,956 14,749 SH   SOLE   0 0 14,749
V F CORP COM 918204108   387,158 6,145 SH   SOLE   0 0 6,145
VALERO ENERGY CORP NEW COM 91913Y100   419,750 8,378 SH   SOLE   0 0 8,378
VALMONT INDS INC COM 920253101   821,096 5,404 SH   SOLE   0 0 5,404
VARIAN MED SYS INC COM 92220P105   631,033 7,590 SH   SOLE   0 0 7,590
VCA INC COM 918194101   342,297 9,755 SH   SOLE   0 0 9,755
VERISIGN INC COM 92343E102   252,223 5,167 SH   SOLE   0 0 5,167
VITAMIN SHOPPE INC COM 92849E101   295,109 6,860 SH   SOLE   0 0 6,860
VMWARE INC CL A COM 928563402   211,736 2,187 SH   SOLE   0 0 2,187
WALGREEN CO COM 931422109   454,902 6,137 SH   SOLE   0 0 6,137
WAL-MART STORES INC COM 931142103   302,909 4,035 SH   SOLE   0 0 4,035
WEST PHARMACEUTICAL SVSC INC COM 955306105   295,273 7,000 SH   SOLE   0 0 7,000
WESTERN UN CO COM 959802109   1,400,340 80,758 SH   SOLE   0 0 80,758
WESTLAKE CHEM CORP COM 960413102   345,091 4,120 SH   SOLE   0 0 4,120
WEYERHAEUSER CO COM 962166104   1,276,320 38,571 SH   SOLE   0 0 38,571
WHIRLPOOL CORP COM 963320106   481,284 3,457 SH   SOLE   0 0 3,457
ZEBRA TECHNOLOGIES CORP CL A 989207105   788,065 9,573 SH   SOLE   0 0 9,573
ZIMMER HLDGS INC COM 98956P102   409,431 3,942 SH   SOLE   0 0 3,942