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)
Aspen Technology, Inc.	6.94	4,291,047	-68,000	138.56	9.19
Micron Technology, Inc.	5.61	11,234,500	1,260,300	112.12	82.81
Cree, Inc.	5.54	2,022,970	-43,200	110.68	73.87
Alliance Data Systems Corporation	5.01	618,600	-15,300	100.15	25.47
Tenet Healthcare Corp	4.14	1,737,600	-13,100	82.68	38.25
ACI Worldwide, Inc.	4.04	1,651,609	0	80.70	4.26
Samsung Electronics Co Ltd	3.72	54,700	0	74.24	-3.70
Apple Inc	3.70	167,100	-1,300	73.96	-15.28
Google, Inc. Class A	3.51	88,400	11,600	70.19	23.46
Acxiom Corporation	3.24	3,168,300	706,900	64.63	22.91
UnitedHealth Group Inc	3.16	1,104,100	136,200	63.17	14.81
Pentair Ltd	2.95	1,118,900	257,900	59.02	17.86
Vertex Pharmaceuticals	2.79	1,015,500	114,700	55.83	87.11
Sprint Nextel Corp	2.58	8,287,500	81,400	51.47	29.28
Euronet Worldwide, Inc.	2.39	1,810,139	151,700	47.68	33.39
ESCO Technologies, Inc.	2.26	1,102,600	0	45.05	-13.34
Monsanto Company	2.04	386,500	115,800	40.83	11.55
Cerner Corporation	1.99	419,200	0	39.72	23.97
CenturyLink Inc	1.63	929,200	344,000	32.64	-3.35
Harman International Industries, Inc.	1.59	713,500	713,500	31.84	16.31
WNS holdings ADR	1.56	2,113,567	645,067	31.15	55.32
Facebook Inc Class A	1.37	1,071,600	789,900	27.41	-8.67
Ariad Pharmaceuticals	1.30	1,440,400	1,440,400	26.06	2.03
Igate Corporation	1.28	1,357,900	388,600	25.54	-9.77
Volcano Corporation	1.24	1,115,200	813,700	24.82	-26.87