STANDARD PARKING CORP  COM         $55,745,955     2,073,111        37,128 
RED HAT INC  COM                    $9,827,912       213,002        33,229 
ICICI BANK LTD  ADR                 $1,962,912        64,400        31,713 
W W GRAINGER INC  COM             $206,623,447       789,513        30,944 
SYNAGEVA BIOPHARMA CORP  COM       $79,011,155     1,246,390        29,468 
BBVA BANCO FRANCES SA  ADR            $192,953        29,103        29,103 
CTPARTNERS EXECUTIVE SEARCH  C      $1,498,340       317,445        29,000 
J2 GLOBAL INC  COM                 $18,173,939       367,002        26,859 
TEVA PHARMACEUTICAL INDUSTRIES     $11,390,670       301,500        25,355 
ARCTIC CAT INC  COM                $31,383,262       550,101        24,416 
HEICO CORP  CL A                  $198,843,166     4,957,199        24,415 
KANSAS CITY SOUTHERN  COM          $74,086,369       677,454        24,338 
PURE CYCLE CORP  COM                  $843,464       182,568        23,999 
CITRIX SYSTEMS INC  COM             $7,909,026       112,010        23,605 
CROWN HOLDINGS INC  COM           $147,316,415     3,484,305        22,900 
AUTOZONE INC  COM                 $284,425,849       672,831        21,941 
KROGER CO  COM                     $35,320,736       875,576        21,621 
KRISPY KREME DOUGHNUTS INC  CO        $416,874        21,555        21,555 
AMEREN CORP  COM                   $18,127,600       520,310        20,310 
BANK OF THE OZARKS INC  COM        $16,085,212       335,528        19,849 
APACHE CORP  COM                   $15,580,790       183,002        17,663 
BALL CORP  COM                    $182,620,086     4,069,075        16,953 
THERMO FISHER SC (ELECTRON) IN     $49,727,918       539,641        16,906 
CHANNELADVISOR CORP  COM           $16,678,555       455,325        16,556 
STRYKER CORP  COM                  $13,962,269       206,573        16,174 
AMPHENOL CORP  CL A               $512,884,777     6,628,131        15,622 
FASTENAL CO  COM                   $83,495,806     1,660,947        14,582 
CENTURYLINK (CENTURYTEL) INC      $100,917,986     3,215,997        12,986 
TRIMBLE NAVIGATION LTD  COM        $77,086,873     2,594,644        11,958 
FOREST LABORATORIES INC  COM       $16,809,153       392,829        11,899 
ACHILLION PHARMACEUTICALS INC       $7,280,438     2,410,741        11,878 
VOLCANO CORP INC  COM              $51,471,664     2,149,130        11,750 
PPG INDUSTRIES INC  COM            $32,917,335       197,039        11,676 
AUTOMATIC DATA PROCESSING INC      $73,269,767     1,012,293        11,658 
TARO PHARMACEUTICAL INDUSTRIES        $802,788        10,563        10,563 
HENRY SCHEIN INC  COM              $94,554,715       911,239        10,521 
BIOGEN IDEC INC  COM               $32,230,300       133,869         9,286 
CASEYS GENERAL STORES INC  COM     $65,185,805       888,211         9,087 
MEDNAX INC  COM                    $12,813,148       127,621         8,990 
ACADIA REALTY TRUST  SBI            $2,858,536       115,824         8,945 
PHARMACYCLICS INC  COM             $72,661,852       525,545         8,719 
HONEYWELL INTERNATIONAL INC  C    $173,214,880     2,085,921         8,236 
VIACOM INC  CL B                  $173,000,236     2,069,876         7,676 
HIBBETT SPORTS INC  COM           $132,028,730     2,352,950         7,417 
BROOKFIELD INFRASTRUCTURE PTNS    $258,010,526     6,786,179         6,926 
SAIA INC  COM                      $21,084,103       676,206         6,538 
CITY NATIONAL CORP  COM               $411,959         6,180         6,180 
LIFE TECHNOLOGIES CORP  COM        $53,443,736       714,202         6,105 
KINDER MORGAN INC  COM CL P           $903,727        25,407         5,986 
ITAU UNIBANCO HOLDING SA  ADR         $588,536        41,681         5,683 
TIFFANY & CO  COM                  $36,571,416       477,309         5,553 
HOME DEPOT INC  COM                $94,888,957     1,251,008         5,096 
NOBLE CORP  ORD REG                $46,943,540     1,242,879         4,804 
SYNGENTA AG  ADR                   $88,660,333     1,090,533         4,694 
GRUPO FIN SANTANDER MEXICO  AD        $228,182        16,511         4,550 
TWO HARBORS INVESTMENT CORP  C         $42,724         4,400         4,400 
TARGA RESOURCES CORP  COM          $46,947,717       643,472         4,091 
WABTEC CORP  COM                  $184,843,144     2,940,085         3,002 
EXPEDITORS INTERNATIONAL (WA)     $138,046,545     3,133,149         2,771 
DRIL-QUIP INC  COM                $112,027,212       976,272         2,720 
GUIDEWIRE SOFTWARE INC  COM        $45,377,153       963,217         2,421 
INTERNATIONAL RECTIFIER CORP       $61,317,516     2,475,475         2,263 
WEINGARTEN REALTY INVESTORS  S         $64,467         2,198         2,198 
CYS INVESTMENTS INC  COM            $3,261,049       401,113         2,179 
SIRONA DENTAL SYSTEMS INC  COM        $248,578         3,714         1,873 
NATIONAL RETAIL PROPERTIES INC         $50,498         1,587         1,587 
JACK HENRY & ASSOCIATES INC  C    $148,940,326     2,883,088         1,434 
RELIANCE STEEL & ALUMINUM CO       $55,610,025       758,974         1,293 
POST PROPERTIES INC  COM            $4,982,453       110,672         1,070 
TAUBMAN CENTERS INC  COM               $45,703           679           679 
KITE REALTY GROUP TRUST  COM        $3,329,837       561,524           480 

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