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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABM Industries Inc. COM 000957100 1,530 53,530 SH   SOLE   53,530 0 0
Accenture PLC COM G1151C101 116 1,410 SH   SOLE   1,410 0 0
Air Lease Corp. COM 00912X302 23,469 755,105 SH   SOLE   755,105 0 0
Ameriprise Financial Inc. COM 03076C106 156 1,360 SH   SOLE   1,360 0 0
AngioDynamics Inc. COM 03475V101 686 40,000 SH   SOLE   40,000 0 0
Apple Inc. COM 037833100 53,547 95,445 SH   SOLE   95,445 0 0
Applied Micro Circuits Corp. COM 03822W406 568 42,500 SH   SOLE   42,500 0 0
B&G Foods Inc. COM 05508R106 89 2,610 SH   SOLE   2,610 0 0
BlackRock Inc. COM 09247X101 95 300 SH   SOLE   300 0 0
Blucora Inc. COM 095229100 19,260 660,490 SH   SOLE   660,490 0 0
CBS Corp. CL B COM 124857202 10,653 167,130 SH   SOLE   167,130 0 0
Cadence Design Systems Inc. COM 127387108 11,004 784,900 SH   SOLE   784,900 0 0
Cardinal Health Inc. COM 14149Y108 26,844 401,800 SH   SOLE   401,800 0 0
Cedar Fair L.P. COM 150185106 119 2,400 SH   SOLE   2,400 0 0
Celgene Corp. COM 151020104 32,820 194,237 SH   SOLE   194,237 0 0
Chevron Corp. COM 166764100 105 840 SH   SOLE   840 0 0
Church & Dwight Co. Inc. COM 171340102 18,688 281,950 SH   SOLE   281,950 0 0
Ciena Corp. COM 171779309 22,733 950,000 SH   SOLE   950,000 0 0
Cisco Systems Inc. COM 17275R102 96 4,280 SH   SOLE   4,280 0 0
Cogent Communications Group COM 19239V302 143 3,550 SH   SOLE   3,550 0 0
Comcast Corp. COM 20030N101 103 1,990 SH   SOLE   1,990 0 0
Computer Programs & Systems In COM 205306103 122 1,980 SH   SOLE   1,980 0 0
Copa Holdings COM P31076105 117 730 SH   SOLE   730 0 0
Cross Country Healthcare Inc. COM 227483104 274 27,500 SH   SOLE   27,500 0 0
Cyberonics Inc. COM 23251P102 7,406 113,200 SH   SOLE   113,200 0 0
Diamond Resorts International COM 25272T104 568 30,790 SH   SOLE   30,790 0 0
Dick's Sporting Goods Inc. COM 253393102 23,546 405,260 SH   SOLE   405,260 0 0
Dorman Products Inc. COM 258278100 17,681 315,500 SH   SOLE   315,500 0 0
Ensco PLC COM G3157S106 9,554 167,080 SH   SOLE   167,080 0 0
FLY Leasing Ltd. ADR COM 34407D109 643 40,000 SH   SOLE   40,000 0 0
Fifth & Pacific Cos. Inc. COM 316645100 15,740 490,800 SH   SOLE   490,800 0 0
FireEye Inc. COM 31816Q101 8,848 202,900 SH   SOLE   202,900 0 0
Five Below Inc. COM 33829M101 13,823 320,000 SH   SOLE   320,000 0 0
Fluidigm Corp. COM 34385P108 9,090 237,458 SH   SOLE   237,458 0 0
GameStop Corp. COM 36467W109 26,613 540,260 SH   SOLE   540,260 0 0
Generac Holdings Inc. COM 368736104 24,525 433,000 SH   SOLE   433,000 0 0
Gilead Sciences Inc. COM 375558103 11,533 153,575 SH   SOLE   153,575 0 0
GlaxoSmithKline PLC SP-ADR COM 37733W105 100 1,880 SH   SOLE   1,880 0 0
Guidewire Software Inc. COM 40171V100 21,125 430,500 SH   SOLE   430,500 0 0
H&E Equipment Services Inc. COM 404030108 9,630 325,000 SH   SOLE   325,000 0 0
H&R Block Inc. COM 093671105 29,185 1,005,000 SH   SOLE   1,005,000 0 0
Hanesbrands Inc. COM 410345102 169 2,400 SH   SOLE   2,400 0 0
Hannon Armstrong Sustainable C COM 41068X100 142 10,140 SH   SOLE   10,140 0 0
Hewlett-Packard Co. COM 428236103 7,974 285,000 SH   SOLE   285,000 0 0
Himax Technologies Inc. ADR COM 43289P106 4,045 275,000 SH   SOLE   275,000 0 0
HollyFrontier Corp. COM 436106108 114 2,300 SH   SOLE   2,300 0 0
Informatica Corp. COM 45666Q102 22,660 546,025 SH   SOLE   546,025 0 0
Intel Corp. COM 458140100 122 4,700 SH   SOLE   4,700 0 0
International Paper Co. COM 460146103 125 2,540 SH   SOLE   2,540 0 0
International Rectifier Corp. COM 460254105 13,064 501,125 SH   SOLE   501,125 0 0
InvenSense Inc. COM 46123D205 7,344 353,400 SH   SOLE   353,400 0 0
Invesco Ltd. COM G491BT108 122 3,340 SH   SOLE   3,340 0 0
Jarden Corp. COM 471109108 29,758 485,045 SH   SOLE   485,045 0 0
Kirby Corp. COM 497266106 17,716 178,500 SH   SOLE   178,500 0 0
LKQ Corp. COM 501889208 11,500 349,550 SH   SOLE   349,550 0 0
Lehigh Gas Partners LP COM 524814100 137 4,800 SH   SOLE   4,800 0 0
Lifelock Inc. COM 53224V100 691 42,100 SH   SOLE   42,100 0 0
Lockheed Martin Corp. COM 539830109 119 800 SH   SOLE   800 0 0
LyondellBasell Industries NV COM N53745100 117 1,460 SH   SOLE   1,460 0 0
MPLX LP COM 55336V100 131 2,930 SH   SOLE   2,930 0 0
Macquarie Infrastructure Co. L COM 55608B105 136 2,500 SH   SOLE   2,500 0 0
Marsh & McLennan Cos. Inc. COM 571748102 12,459 257,620 SH   SOLE   257,620 0 0
MasTec Inc. COM 576323109 16,669 509,430 SH   SOLE   509,430 0 0
Mattel Inc. COM 577081102 114 2,400 SH   SOLE   2,400 0 0
Maxim Integrated Products Inc. COM 57772K101 105 3,760 SH   SOLE   3,760 0 0
Merck & Co. Inc. COM 58933Y105 120 2,400 SH   SOLE   2,400 0 0
Microchip Technology Inc. COM 595017104 11,496 256,900 SH   SOLE   256,900 0 0
Microsoft Corp. COM 594918104 112 3,000 SH   SOLE   3,000 0 0
NIKE Inc. CL B COM 654106103 7,471 95,000 SH   SOLE   95,000 0 0
Navigator Holdings Ltd. COM Y62132108 3,367 125,000 SH   SOLE   125,000 0 0
Neonode Inc. COM 64051M402 8,862 1,402,140 SH   SOLE   1,402,140 0 0
Newell Rubbermaid Inc. COM 651229106 112 3,450 SH   SOLE   3,450 0 0
Newport Corp. COM 651824104 723 40,000 SH   SOLE   40,000 0 0
NorthStar Realty Finance Corp. COM 66704R100 152 11,300 SH   SOLE   11,300 0 0
Nu Skin Enterprises Inc. COM 67018T105 25,291 182,975 SH   SOLE   182,975 0 0
Nucor Corp. COM 670346105 12,544 235,000 SH   SOLE   235,000 0 0
Nutrisystem Inc. COM 67069D108 690 42,000 SH   SOLE   42,000 0 0
Oaktree Capital Group LLC COM 674001201 129 2,200 SH   SOLE   2,200 0 0
Oasis Petroleum Inc. COM 674215108 21,136 450,000 SH   SOLE   450,000 0 0
Occidental Petroleum Corp. COM 674599105 139 1,460 SH   SOLE   1,460 0 0
Oceaneering International Inc. COM 675232102 23,664 300,000 SH   SOLE   300,000 0 0
Packaging Corp. of America COM 695156109 127 2,000 SH   SOLE   2,000 0 0
Pebblebrook Hotel Trust COM 70509V100 119 3,860 SH   SOLE   3,860 0 0
Perrigo Co. PLC COM G97822103 31,705 206,600 SH   SOLE   206,600 0 0
Pfizer Inc. COM 717081103 109 3,550 SH   SOLE   3,550 0 0
Power Solutions International COM 73933G202 826 11,000 SH   SOLE   11,000 0 0
PowerSecure International Inc. COM 73936N105 4,035 235,000 SH   SOLE   235,000 0 0
Quanta Services Inc. COM 74762E102 25,248 800,000 SH   SOLE   800,000 0 0
Qumu Corp. COM 749063103 531 41,500 SH   SOLE   41,500 0 0
Red Hat Inc. COM 756577102 33,624 600,000 SH   SOLE   600,000 0 0
SFX Entertainment Inc. COM 784178303 384 32,000 SH   SOLE   32,000 0 0
Safeway Inc. COM 786514208 7,758 238,200 SH   SOLE   238,200 0 0
Salesforce.com Inc. COM 79466L302 22,076 400,000 SH   SOLE   400,000 0 0
Sally Beauty Holdings Inc. COM 79546E104 14,843 491,000 SH   SOLE   491,000 0 0
Seagate Technology PLC COM G7945M107 158 2,820 SH   SOLE   2,820 0 0
SemGroup Corp. COM 81663A105 109 1,670 SH   SOLE   1,670 0 0
Six Flags Entertainment Corp. COM 83001A102 92 2,510 SH   SOLE   2,510 0 0
Skechers U.S.A. Inc. COM 830566105 16,999 513,110 SH   SOLE   513,110 0 0
Spansion Inc. COM 84649R200 8,453 608,600 SH   SOLE   608,600 0 0
Stag Industrial Inc. COM 85254J102 126 6,200 SH   SOLE   6,200 0 0
Starbucks Corp. COM 855244109 29,188 372,345 SH   SOLE   372,345 0 0
Susser Petroleum Partners LP COM 869239103 121 3,660 SH   SOLE   3,660 0 0
Synaptics Inc. COM 87157D109 19,454 375,493 SH   SOLE   375,493 0 0
Synergy Resources Corp. COM 87164P103 496 53,600 SH   SOLE   53,600 0 0
TE Connectivity Ltd. COM H84989104 131 2,370 SH   SOLE   2,370 0 0
Tempur Sealy International Inc COM 88023U101 15,265 282,892 SH   SOLE   282,892 0 0
The Allstate Corp. COM 020002101 26,351 483,150 SH   SOLE   483,150 0 0
The Container Store Group Inc. COM 210751103 2,792 59,900 SH   SOLE   59,900 0 0
The Dixie Group COM 255519100 805 61,000 SH   SOLE   61,000 0 0
The Geo Group Inc. COM 36159R103 97 3,000 SH   SOLE   3,000 0 0
The Hain Celestial Group Inc. COM 405217100 21,914 241,400 SH   SOLE   241,400 0 0
The Spectranetics Corp. COM 84760C107 2,357 94,300 SH   SOLE   94,300 0 0
Time Warner Inc. COM 887317303 9,025 129,450 SH   SOLE   129,450 0 0
TripAdvisor Inc. COM 896945201 19,970 241,100 SH   SOLE   241,100 0 0
Tuesday Morning Corp. COM 899035505 638 40,000 SH   SOLE   40,000 0 0
Twenty-First Century Fox Inc. COM 90130A101 26,972 766,890 SH   SOLE   766,890 0 0
US Concrete Inc. COM 90333L201 656 29,000 SH   SOLE   29,000 0 0
Ubiquiti Networks Inc. COM 90347A100 17,722 385,600 SH   SOLE   385,600 0 0
Under Armour Inc. COM 904311107 23,772 272,300 SH   SOLE   272,300 0 0
Union Pacific Corp. COM 907818108 123 730 SH   SOLE   730 0 0
United Parcel Service Inc. CL COM 911312106 99 940 SH   SOLE   940 0 0
United Rentals Inc. COM 911363109 23,821 305,595 SH   SOLE   305,595 0 0
UnitedHealth Group Inc. COM 91324P102 110 1,460 SH   SOLE   1,460 0 0
VF Corp. COM 918204108 27,783 445,672 SH   SOLE   445,672 0 0
Valero Energy Corp. COM 91913Y100 106 2,100 SH   SOLE   2,100 0 0
Validus Holdings Ltd. COM G9319H102 105 2,610 SH   SOLE   2,610 0 0
Vantiv Inc. COM 92210H105 29,671 909,875 SH   SOLE   909,875 0 0
Visa Inc. COM 92826C839 34,244 153,780 SH   SOLE   153,780 0 0
W.W. Grainger Inc. COM 384802104 119 465 SH   SOLE   465 0 0
Wabtec Corp. COM 929740108 33,100 445,670 SH   SOLE   445,670 0 0
Wisconsin Energy Corp. COM 976657106 95 2,300 SH   SOLE   2,300 0 0
XL Group PLC COM G98290102 34,049 1,069,390 SH   SOLE   1,069,390 0 0
XPO Logistics Inc. COM 983793100 789 30,000 SH   SOLE   30,000 0 0
Xilinx Inc. COM 983919101 26,746 582,450 SH   SOLE   582,450 0 0
Yelp Inc. COM 985817105 9,067 131,500 SH   SOLE   131,500 0 0
YuMe Inc. COM 98872B104 410 55,000 SH   SOLE   55,000 0 0
Zulily Inc. COM 989774104 10,440 252,000 SH   SOLE   252,000 0 0