-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, GdXn9YcVwQZsFpKAJk4AvWgnHkPVx6O/pkASFQcEeVCxpmburi5R975EgsT3TyyX /p6O2fdqZXZU7mRqCcqbBg== 0001193125-08-174258.txt : 20080812 0001193125-08-174258.hdr.sgml : 20080812 20080812084429 ACCESSION NUMBER: 0001193125-08-174258 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080812 DATE AS OF CHANGE: 20080812 EFFECTIVENESS DATE: 20080812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP CENTRAL INDEX KEY: 0001177719 IRS NUMBER: 800175963 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10220 FILM NUMBER: 081008189 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 24FL CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174287100 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 24FL CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC DATE OF NAME CHANGE: 20020717 13F-HR 1 d13fhr.txt FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 Check here if Amendment [_]; Amendment Number: ______ This Amendment (Check only one.): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Westfield Capital Management Company, LP Address: 1 Financial Center Boston, Massachusetts 02111 Form 13F File Number: 28-10220 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Brandi McMahon Title: Senior Compliance Associate Phone: 617-428-7136 Signature, Place, and Date of Signing: /s/ Brandi McMahon Boston, Massachusetts August 12, 2008 - --------------------------- [City, State] [Date] [Signature] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings are in this report, and all holdings are reported by other reporting manager(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-___________________ _________________________________ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 271 Form 13F Information Table Value Total: 11,940,811 (thousands) Lists of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name ___ 28-____________________ NONE [Repeat as necessary.] Westfield Capital Management FORM 13F 30-Jun-08
Voting Authority Title ------------------ of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ ----- ------------ -------- -------- --- ---- ------- -------- -------- ------ ------- 180 CONNECT INC. COM 682343108 1785 1011460 SH Sole 1011460 3M CO COM 88579Y101 215 3085 SH Sole 2585 500 ACI WORLDWIDE INC COM 004498101 45195 2569366 SH Sole 1927886 641480 ACTUANT CORP CL A COM 00508X203 102533 3270590 SH Sole 2370386 900204 ADOLOR CORP COM 00724X102 45528 8308000 SH Sole 6628150 1679850 AEGEAN MARINE PETROLEU SHS COM Y0017S102 49554 1217850 SH Sole 831850 386000 AFFILIATED MNGRS GRP COM 008252108 28396 315305 SH Sole 233625 81680 AGRIA CORP SPONSORED ADR COM 00850H103 15683 3664320 SH Sole 2842625 821695 AIR PRODS & CHEMS INC COM 009158106 328 3320 SH Sole 3320 ALCON INC SHS COM H01301102 50322 309125 SH Sole 281625 26500 ALEXION PHARMACEUTICAL COM 015351109 210107 2898026 SH Sole 2213890 684136 ALLIANCE DATA SYS CORP COM 018581108 16219 286800 SH Sole 278000 6000 ALLIED MOTION TECH COM 019330109 194 33468 SH Sole 33468 AMERICAN INTL GROUP COM 026874107 212 8000 SH Sole 8000 AMERICAN PUBLIC ED INC COM 02913V103 12042 308450 SH Sole 210900 97550 AMETEK INC COM 031100100 88450 1873145 SH Sole 1506200 361945 AMYLIN PHARMACEUTICALS COM 032346108 5164 203400 SH Sole 203400 ANADIGICS INC COM 032515108 43545 4420800 SH Sole 3324700 1096100 ANHEUSER BUSCH COS INC COM 035229103 230 3700 SH Sole 3200 500 ANNALY CAP MGMT INC COM 035710409 35145 2265975 SH Sole 1891325 363050 ANWORTH MORTGAGE ASSET COM 037347101 121 18600 SH Sole 18600 AON CORP COM 037389103 121 2642 SH Sole 2642 APACHE CORP COM 037411105 19799 142440 SH Sole 114540 27900 APPLE COMPUTER INC COM 037833100 84540 504897 SH Sole 461932 41465 APPLIED BIOSYSTEMS INC COM 038149100 16258 485600 SH Sole 485600 APPLIED MATLS INC COM 038222105 43966 2303100 SH Sole 2105600 190300 ARBIOS SYS INC COM COM 03875V107 15 153846 SH Sole 153846 ARCH COAL INC COM 039380100 1463 19500 SH Sole 18400 1100 AT&T CORP COM 00206R102 249 7390 SH Sole 5840 1550 ATMI INC COM 00207R101 69926 2504504 SH Sole 1768874 735630 AUTODESK INC COM 052769106 111636 3301877 SH Sole 3035047 253730 BAKER HUGHES INC COM 057224107 145 1660 SH Sole 1660 BALLANTYNE OMAHA INC COM 058516105 267 60000 SH Sole 60000 BANCO BRADESCO S A SP ADR PFD COM 059460303 84872 4148200 SH Sole 3736400 399300 BARE ESCENTUALS INC COM 067511105 46654 2490850 SH Sole 1742450 748400 BARR PHARMACEUTICALS COM 068306109 26976 598400 SH Sole 589600 4900 BE AEROSPACE INC COM 073302101 38074 1634775 SH Sole 1232325 402450
BEBE STORES INC COM 075571109 21151 2200900 SH Sole 1508750 692150 BED BATH & BEYOND INC COM 075896100 65011 2313548 SH Sole 2128948 175200 BIOANALYTICAL SYS INC COM 09058M103 359 70300 SH Sole 70300 BIOGEN IDEC INC COM 09062X103 192437 3443135 SH Sole 3146837 288198 BJ SVCS CO COM 055482103 96476 3020525 SH Sole 2385875 628150 BMC SOFTWARE INC COM 055921100 92806 2577945 SH Sole 2045825 525720 BOEING CO COM COM 097023105 20 300 SH Sole 300 BOSTON PROPERTIES INC COM 101121101 271 3000 SH Sole 1500 1500 BP PLC ADR COM 055622104 977 14048 SH Sole 10664 3384 BROCADE COMMUNCTNS SYS COM 111621306 52415 6361070 SH Sole 4791850 1569220 BROOKDALE SR LIVING COM 112463104 6301 309500 SH Sole 309500 BUNGE LIMITED COM G16962105 138225 1283541 SH Sole 1159591 120350 CAMERON INTERNATIONAL CORP COM 13342B105 12533 226424 SH Sole 164824 61600 CARRIZO OIL & INC COM COM 144577103 25752 378200 SH Sole 258700 119500 CELGENE CORP COM 151020104 329777 5163249 SH Sole 4733269 413280 CHECK POINT SOFTWARE COM M22465104 63881 2698800 SH Sole 2061550 637250 CHESAPEAKE ENERGY CORP COM 165167107 206014 3123319 SH Sole 2853119 257700 CHEVRON CORP COM 166764100 2129 21472 SH Sole 9240 12232 CHUBB CORP COM 171232101 527 10760 SH Sole 10760 CHURCH & DWIGHT INC COM 171340102 67082 1190450 SH Sole 891950 298500 CITIZENS REPUBLIC BANC COM 174420109 71 25000 SH Sole 25000 CNS RESPONSE INC COM COM 12619C101 117 166667 SH Sole 166667 COGNIZANT TECH SOLUTNS CL A COM 192446102 104497 3214288 SH Sole 2949638 250850 COLFAX CORP COM 194014106 12044 480050 SH Sole 328450 151600 COMPLETE PROD SVCS COM 20453E109 65044 1785950 SH Sole 1221750 564200 COMVERSE TECHNOLOGY COM 205862402 26035 1536000 SH Sole 1133400 402600 CONOCOPHILLIPS COM 20825C104 2317 24546 SH Sole 7146 17400 CONSOL ENERGY INC COM 20854P109 112089 997502 SH Sole 828877 165825 CORINTHIAN COLLEGES COM 218868107 52031 4481551 SH Sole 3215762 1265789 CORRECTIONS CP AM COM 22025Y407 19480 709150 SH Sole 690200 10350 COVIDIEN LTD COM G2552X108 92717 1936050 SH Sole 1767350 162700 CRA INTL INC COM 12618T105 311 8600 SH Sole 8600 CRESUD S A C I F Y A SPONSORED COM 226406106 221 14900 SH Sole 14900 CROWN HOLDINGS INC COM 228368106 72870 2803760 SH Sole 2227150 569510 CVS CAREMARK CORP COM COM 126650100 154313 3899736 SH Sole 3553454 337282 CYBERSOURCE CORP COM 23251J106 36236 2165950 SH Sole 1481550 684400 DANAHER CORP DEL COM 235851102 80886 1046393 SH Sole 954008 89185 DAVITA INC COM 23918K108 107277 2019150 SH Sole 1688350 325400 DEERE & CO COM 244199105 89380 1239150 SH Sole 1118050 117700 DEL GLOBAL TECH CORP COM 245073101 241 141500 SH Sole 141500 DELL INC COM 24702R101 48557 2219250 SH Sole 2026450 186000 DENBURY RES INC COM 247916208 95255 2609715 SH Sole 1946775 662940 DENTSPLY INTL INC COM 249030107 92989 2526875 SH Sole 2089475 430700 DEVRY INC DEL COM 251893103 55725 1039265 SH Sole 830725 205840 DEXCOM INC COM 252131107 135 22400 SH Sole 22400 DIAMONDROCK HOSPITALITY COM 252784301 23669 2173503 SH Sole 1501403 672100
DIGIRAD CORP COM 253827109 126 59600 SH Sole 59600 DIONEX CORP COM 254546104 48302 727773 SH Sole 541723 186050 DISNEY WALT CO DISNEY COM 254687106 750 24050 SH Sole 16700 7350 DREAMWORKS ANIMATION CL A COM 26153C103 29417 986810 SH Sole 730250 256560 E M C CORP MASS COM 268648102 69322 4719005 SH Sole 4312305 392700 EATON VANCE CORP NON VTG COM 278265103 11383 286294 SH Sole 286294 ECOLAB INC COM 278865100 1990 46300 SH Sole 14000 32300 ELAN PLC ADR COM 284131208 579478 16300374 SH Sole 14414190 1854584 EMERSON ELEC CO COM 291011104 7 150 SH Sole 150 EPIX PHARMACEUTICALS COM 26881Q309 2589 1496648 SH Sole 1496648 EQUITABLE RES INC COM 294549100 54362 787175 SH Sole 664075 119500 EV3 INC COM 26928A200 40009 4220400 SH Sole 3092700 1127700 EXIDE TECHNOLOGIES COM NEW COM 302051206 831 49600 SH Sole 49600 EXTERRAN HOLDINGS COM 30225X103 146296 2046388 SH Sole 1506722 539666 EXXON MOBIL CORP COM 30231G102 4718 53531 SH Sole 36660 16871 F5 NETWORKS INC COM 315616102 41686 1466790 SH Sole 1087050 379740 FOSTER WHEELER LTD SHS NEW COM G36535139 114037 1558950 SH Sole 1410150 144300 FOUNDATION COAL HLDGS COM 35039W100 50794 573425 SH Sole 391925 181500 FOUNDRY NETWORKS INC COM 35063R100 1021 86406 SH Sole 86406 FREEPORT-MCMORAN COP&G CL B COM 35671D857 130126 1110383 SH Sole 973006 134577 FRESENIUS MED CARE AG SPONSORE COM 358029106 11692 213000 SH Sole 213000 GAYLORD ENTMT CO COM 367905106 9150 381900 SH Sole 371800 5700 GEN-PROBE INC COM 36866T103 63172 1329660 SH Sole 1055100 274560 GENERAL ELEC CO COM 369604103 2415 90478 SH Sole 42978 47500 GENTIVA HEALTH SERV COM 37247A102 25411 1333900 SH Sole 911700 422200 GEO GROUP INC COM 36159R103 44214 1965059 SH Sole 1391609 573450 GILEAD SCIENCES INC COM 375558103 12882 243280 SH Sole 179780 63500 GOLD FIELDS LTD ADR COM 38059T106 63 5000 SH Sole 5000 GOLDCORP INC NEW COM COM 380956409 110119 2385070 SH Sole 2116270 262500 GOOGLE INC COM 38259P508 92493 175701 SH Sole 158188 17063 GREATBATCH INC COM 39153L106 401 23200 SH Sole 23200 GTX INC DEL COM 40052B108 5376 374600 SH Sole 374600 HALLIBURTON CO COM 406216101 199478 3758763 SH Sole 3374163 373700 HESS CORP COM COM 42809H107 42488 336700 SH Sole 322050 11450 HEWLETT PACKARD CO COM 428236103 115313 2608291 SH Sole 2354691 246400 HORSEHEAD HLDG CORP COM COM 440694305 19095 1570300 SH Sole 1073150 497150 HUMAN GENOME SCIENCES COM 444903108 17601 3378250 SH Sole 2305550 1072700 ICONIX BRAND GROUP INC COM 451055107 22658 1875650 SH Sole 1332850 542800 IDEX CORP COM 45167R104 85585 2323167 SH Sole 1824312 494455 IDEXX LABS INC COM 45168D104 11941 245000 SH Sole 238800 3600 ILLUMINA INC COM 452327109 116412 1336375 SH Sole 1038975 297400 IMMUCOR INC COM 452526106 55465 2143148 SH Sole 1500295 642853 INCYTE CORP COM 45337C102 229 30100 SH Sole 30100 INFORMATICA CORP COM 45666Q102 34022 2262091 SH Sole 1590492 671599 INTEL CORP COM 458140100 80862 3764532 SH Sole 3398742 355090 INTERCONTINENTALEXCHAN COM 45865V100 12865 112850 SH Sole 108950 2800
INTERNATIONAL BUS MACH COM 459200101 904 7623 SH Sole 6613 1010 INVITROGEN CORP COM 46185R100 64325 1638445 SH Sole 1307075 326370 IRIS INTL INC COM 46270W105 612 39100 SH Sole 39100 ISHARES TR RUSL 2000 GROW COM 464287648 11660 153100 SH Sole 153100 ITT CORPORATION COM 450911102 95966 1515329 SH Sole 1431695 79834 JOHNSON & JOHNSON COM 478160104 759 11800 SH Sole 8700 3100 KANSAS CITY SOUTHERN NEW COM 485170302 55035 1251075 SH Sole 928325 322750 KENDLE INTERNATIONAL COM 48880L107 294 8100 SH Sole 8100 KINETIC CONCEPTS INC COM 49460W208 7507 188100 SH Sole 188100 KIRBY CORP COM 497266106 10807 225150 SH Sole 219150 3300 KODIAK OIL & GAS CORP COM 50015Q100 540 118500 SH Sole 118500 KOHLS CORP COM 500255104 44679 1115850 SH Sole 1019650 92800 KOMATSU LTD SPON ADR NEW COM 500458401 17290 154800 SH Sole 154800 LASALLE HOTEL PPTYS SH BEN INT COM 517942108 27007 1074705 SH Sole 806875 267830 LINDSAY CORP COM 535555106 20392 239985 SH Sole 164585 75400 MACROVISION SOLUTIONS CORP COM 55611C108 1888 126200 SH Sole 126200 MANITOWOC INC COM 563571108 72199 2219450 SH Sole 1671550 547900 MARRIOTT INTL INC CL A COM 571903202 47767 1820373 SH Sole 1641573 173300 MARVELL TECH GROUP LTD COM G5876H105 88909 5034506 SH Sole 4670206 339000 MASIMO CORP COM 574795100 74168 2159186 SH Sole 1647611 511575 MASSEY ENERGY CORP COM 576206106 145725 1554395 SH Sole 1184275 370120 MAXIM INTEGRATED PRODS COM 57772K101 13835 654150 SH Sole 637600 9650 MEDICINES CO COM 584688105 56013 2826100 SH Sole 2116600 709500 MEDTRONIC INC COM 585055106 2592 50088 SH Sole 21400 28688 MERCK & CO INC COM 589331107 889 23581 SH Sole 16658 6923 MERCURY GENL CORP COM 589400100 418 8957 SH Sole 8457 500 MERRILL LYNCH & CO INC COM 590188108 11252 354832 SH Sole 354832 METABOLIX INC COM 591018809 1112 113500 SH Sole 113500 METTLER TOLEDO INTL COM 592688105 44703 471250 SH Sole 458255 9845 MICROSOFT CORP COM 594918104 122200 4442032 SH Sole 3990082 439650 MONSANTO CO COM 61166W101 4896 38724 SH Sole 35924 2800 MOTIVE INC COM 61980V107 391 184500 SH Sole 184500 MSC INDL DIRECT INC CL A COM 553530106 22918 519575 SH Sole 504125 9750 MWI VETERINARY SUPPLY COM 55402X105 420 12700 SH Sole 12700 NABORS INDUSTRIES LTD SHS COM G6359F103 24526 498200 SH Sole 484800 7400 NATCO GROUP INC CL A COM 63227W203 56460 1035400 SH Sole 706250 329150 NATIONAL OILWELL VARCO COM 637071101 203858 2297764 SH Sole 2047094 242670 NAVIGANT CONSULTING COM 63935N107 56549 2891075 SH Sole 2147625 743450 NESTLE S A SPONSORED ADR COM 641069406 86605 764439 SH Sole 693639 68400 NET 1 UEPS TECHS INC NEW COM 64107N206 38249 1574028 SH Sole 1102052 471976 NETAPP INC COM 64110D104 102310 4723435 SH Sole 4358035 344600 NEW ORIENTAL ED & TECH SPON AD COM 647581107 29598 506648 SH Sole 346498 160150 NEWELL RUBBERMAID INC COM 651229106 10880 648000 SH Sole 635400 5100 NEWMONT MINING CORP COM 651639106 156 3000 SH Sole 1000 2000 NEWPARK RES INC COM PAR $.01NE COM 651718504 533 67800 SH Sole 67800 NICE SYS LTD ADR COM 653656108 13221 447100 SH Sole 435600 6600
NOKIA CORP ADR COM 654902204 64660 2639200 SH Sole 2410650 220350 NORTHERN TR CORP COM 665859104 829 12096 SH Sole 12096 NUANCE COMMUNICATIONS COM 67020Y100 171088 10918191 SH Sole 8134251 2783940 NYMEX HOLDINGS INC COM 62948N104 10923 129300 SH Sole 125900 1800 O REILLY AUTOMOTIVE COM 686091109 29256 1308975 SH Sole 970675 338300 OCCIDENTAL PETE CP COM 674599105 135297 1505637 SH Sole 1381587 119450 OIL STS INTL INC COM 678026105 62903 991541 SH Sole 678341 313200 ON SEMICONDUCTOR CORP COM 682189105 34510 3763331 SH Sole 2572344 1190987 ORACLE CORP COM 68389X105 90551 4311937 SH Sole 3903387 395950 ORBITZ WORLDWIDE INC COM 68557K109 224 44700 SH Sole 44700 ORTHOFIX INTL N V COM N6748L102 7307 252400 SH Sole 252400 OSHKOSH CORP COM 688239201 30956 1496190 SH Sole 1094000 402190 OSI PHARMACEUTICALS COM 671040103 181890 4401994 SH Sole 3397394 1004600 PALOMAR MED TECH INC COM 697529303 9854 987325 SH Sole 701575 285750 PDI INC COM 69329V100 185 21200 SH Sole 21200 PEABODY ENERGY CORP COM 704549104 264 3000 SH Sole 3000 PEDIATRIX MED GROUP COM 705324101 45812 930570 SH Sole 725500 205070 PERINI CORP COM COM 713839108 40552 1227000 SH Sole 839700 387300 PETSMART INC COM 716768106 26645 1335565 SH Sole 987675 347890 PIER 1 IMPORTS INC COM 720279108 1934 562300 SH Sole 473850 88450 PMC-SIERRA INC COM 69344F106 57938 7583537 SH Sole 5284737 2298800 POLYCOM INC COM 73172K104 89948 3692455 SH Sole 2646675 1045780 POLYMET MINING CORP COM 731916102 349 89700 SH Sole 89700 PRAXAIR INC COM 74005P104 117841 1250437 SH Sole 1142585 104152 PRESTIGE BRANDS HLDGS COM 74112D101 343 32200 SH Sole 32200 PRIVATEBANCORP INC COM 742962103 5994 197300 SH Sole 145500 51800 PROCTER & GAMBLE CO COM 742718109 304 5000 SH Sole 5000 PURECYCLE CORP COM NEW COM 746228303 508 79300 SH Sole 79300 QUALCOMM INC COM 747525103 67835 1528847 SH Sole 1399045 125302 QUEST SOFTWARE INC COM 74834T103 57507 3882987 SH Sole 2956387 926600 QUICKSILVER RESOURCES COM 74837R104 73551 1903488 SH Sole 1340088 563400 QUIDEL CORP COM 74838J101 10384 627800 SH Sole 627800 RANGE RES CORP COM 75281A109 74337 1134220 SH Sole 898050 232970 RBC BEARINGS INC COM COM 75524B104 50691 1521348 SH Sole 1077301 444047 RED HAT INC COM 756577102 72021 3480940 SH Sole 2714050 760290 REPUBLIC SVCS INC COM 760759100 4697 158140 SH Sole 158140 RIVERBED TECH INC COM 768573107 11668 850450 SH Sole 584350 266100 ROCKWELL AUTOMATION COM 773903109 54231 1240126 SH Sole 1144226 92100 RTI BIOLOGICS, INC COM 75886N100 375 42822 SH Sole 42822 SAFE BULKERS INC COM COM Y7388L103 21632 1146350 SH Sole 782050 364300 SAIC INC COM 78390X101 18220 875550 SH Sole 852200 12850 SANTARUS INC COM 802817304 17010 8462438 SH Sole 6662708 1799730 SAPIENT CORP COM 803062108 30025 4676811 SH Sole 3196261 1480550 SATYAM COMP SRVCS LTD ADR COM 804098101 42681 1740645 SH Sole 1317825 422820 SCHLUMBERGER LTD COM 806857108 1284 11952 SH Sole 8884 3068 SCHWAB CHARLES CP NEW COM 808513105 57952 2821421 SH Sole 2574671 238450
SHIRE LTD ADR COM 82481R106 89892 1829675 SH Sole 1557875 267300 SIGNATURE BK NEW YORK COM 82669G104 38419 1491402 SH Sole 1018602 472800 SKILLSOFT PLC ADR COM 830928107 70118 7756451 SH Sole 5469971 2286480 SMITH INTL INC COM 832110100 92200 1108968 SH Sole 890808 215060 SMITHFIELD FOODS INC COM 832248108 38892 1956350 SH Sole 1449150 507200 SOLERA HOLDINGS INC COM 83421A104 30124 1089088 SH Sole 777838 311250 SONIC INNOVATIONS INC COM 83545M109 2206 660400 SH Sole 660400 STARWOOD HOTELS&RESORT PAIRED COM 85590A401 14061 350900 SH Sole 341600 5200 STATE STR CORP COM 857477103 353 5521 SH Sole 1681 3840 STEWART ENTERPRISES CL A COM 860370105 30171 4190362 SH Sole 2925012 1265350 SUN HEALTHCARE GROUP COM 866933401 25165 1879400 SH Sole 1458350 421050 SUNCOR ENERGY INC COM 867229106 100385 1727197 SH Sole 1572597 149500 SUPERIOR ENERGY SVCS COM 868157108 70752 1283133 SH Sole 876983 406150 SYNGENTA AG SPONSORED ADR COM 87160A100 28986 448000 SH Sole 448000 TEAM INC COM COM 878155100 275 8000 SH Sole 8000 TELETECH HLDGS INC COM 879939106 11397 571000 SH Sole 556000 8450 TEXAS ROADHOUSE INC CL A COM 882681109 18920 2109284 SH Sole 1451719 657565 TEXTRON INC COM 883203101 19867 414500 SH Sole 404300 10200 THERMO FISHER SCIENTIFIC INC COM 883556102 179426 3219562 SH Sole 2986582 225680 TIFFANY & CO COM 886547108 285 7000 SH Sole 5100 1900 TIME WARNER INC COM 887317105 46 3100 SH Sole 3100 TIVO INC COM 888706108 334 54200 SH Sole 54200 TOWER GROUP INC COM 891777104 20385 962000 SH Sole 659450 302550 TRANSDIGM GROUP INC COM 893641100 19445 578900 SH Sole 395250 183650 TRANSOCEAN INC COM G90073100 398 2615 SH Sole 2615 TYSON FOODS INC CL A COM 902494103 40254 2694400 SH Sole 2005450 688950 UNITED TECHNOLOGIES CP COM 913017109 79767 1292820 SH Sole 1194808 94212 UNITED THERAPEUTIC COM 91307C102 42419 433950 SH Sole 323950 110000 UNITEDHEALTH GROUP INC COM 91324P102 394 14995 SH Sole 1330 13665 URBAN OUTFITTERS INC COM 917047102 44571 1429030 SH Sole 1066600 362430 VANDA PHARMACEUTICALS COM 921659108 9395 2855600 SH Sole 2027400 828200 VARIAN SEMICONDUCTOR COM 922207105 2786 80000 SH Sole 77900 1200 VCA ANTECH INC COM 918194101 11576 416700 SH Sole 405950 6050 VERIFONE HLDGS INC COM 92342Y109 27045 2263200 SH Sole 1718450 544750 VERINT SYS INC COM 92343X100 22591 962131 SH Sole 654066 308065 VERTEX PHARMACEUTICALS COM 92532F100 42401 1266825 SH Sole 991625 270000 VISTAPRINT LIMITED SHS COM G93762204 16494 616350 SH Sole 600550 9000 VNUS MED TECNOLOGIES COM 928566108 420 21000 SH Sole 21000 VOLCANO CORPORATION COM 928645100 14667 1202215 SH Sole 890645 311570 WABTEC CORP COM 929740108 3043 62588 SH Sole 62588 WAL MART STORES INC COM 931142103 139376 2480004 SH Sole 2271404 201100 WASTE CONNECTIONS INC COM 941053100 619 19400 SH Sole 8600 10800 WATSCO INC COM 942622200 20101 480882 SH Sole 331332 149550 WEATHERFORD INTL LTD COM G95089101 165250 3332322 SH Sole 2995306 328416 WESCO INTL INC COM 95082P105 64349 1607110 SH Sole 1193800 413310 WILEY JOHN & SONS INC CL A COM 968223206 4075 90500 SH Sole 90500
WILLIAMS CLAYTON ENRGY COM COM 969490101 627 5700 SH Sole 5700 WMS INDS INC COM 929297109 29256 982725 SH Sole 697950 284775 WYETH COM 983024100 145382 3031321 SH Sole 2816755 207366 ZIX CORP COM COM 98974P100 242 87200 SH Sole 87200 REPORT SUMMARY 271 DATA RECORDS 11940811 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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