Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%

Top 25 Holdings	Portfolio Weight %	Shares Owned	Shares Change	Mkt Cap (Mil)	Total Ret YTD (Daily)
AES Corp	2.29	901,382	-900	11.33	20.75
Computer Sciences Corporation	2.15	216,087	-542	10.64	9.01
Hill-Rom Holdings, Inc.	2.14	301,535	-2,400	10.62	26.58
Colfax Corporation	-2.11	223,990	-5,406	-10,424,495.00	20.59
H&R Block Inc	-2.05	345,735	-23,671	-10,171,524.00	58.27
FMC Technologies, Inc.	-2.04	185,851	100	-10,108,436.00	34.16
IntercontinentalExchange, Inc.	-1.98	60,254	-2,959	-9,825,620.00	36.92
Alexion Pharmaceuticals, Inc.	1.94	104,231	-8,861	9.60	7.29
General Dynamics	1.93	135,319	-2,700	9.54	12.57
Apache Corporation	1.92	123,175	30,382	9.50	6.68
Allscripts-Misys Healthcare Solutions, Inc.	1.89	687,746	2,700	9.35	48.20
Concur Technologies, Inc.	-1.88	135,563	-1,178	-9,307,756.00	20.54
HMS Holdings Corporation	-1.87	340,621	-11,000	-9,247,860.00	-2.82
Brocade Communications Systems Inc	1.85	1,589,863	-147,238	9.17	1.88
Microchip Technology, Inc.	-1.82	244,565	10,353	-8,990,209.00	13.61
Stone Energy Corporation	1.78	405,417	9,950	8.82	10.82
Prudential Financial Inc	1.78	149,140	-26,132	8.80	27.23
Express Scripts	1.75	149,923	-24,169	8.64	15.72
Spirit AeroSystems Holdings, Inc.	1.66	434,001	2,573	8.24	24.63
Netflix, Inc.	-1.65	43,207	-12,115	-8,183,838.00	146.85
Cirrus Logic, Inc.	1.64	356,162	9,643	8.10	-23.82
PulteGroup Inc	1.64	400,048	-14,954	8.10	23.51
Jabil Circuit, Inc.	1.62	434,249	-22,111	8.02	2.23
Lender Processing Services, Inc.	1.62	315,013	15,624	8.02	18.64
eBay Inc	1.60	146,544	136,131	7.95	6.67