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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
2U INC COM 90214J101 2,094 106,515 SH   SOLE   106,515 0 0
ACXIOM CORP COM 005125109 6,898 340,300 SH   SOLE   340,300 0 0
ADVENT SOFTWARE INC COM 007974108 1,839 60,027 SH   SOLE   60,027 0 0
ADVISORY BRD CO COM 00762W107 32,320 659,858 SH   SOLE   659,858 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 15,751 401,200 SH   SOLE   401,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,599 25,000 SH   SOLE   25,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 16,529 170,407 SH   SOLE   170,407 0 0
ANGIES LIST INC COM 034754101 357 57,300 SH   SOLE   57,300 0 0
APPLE INC COM 037833100 10,764 97,522 SH   SOLE   97,522 0 0
APPLE INC COM 037833100 9,658 87,500 SH Call SOLE   87,500 0 0
APPLIED MATLS INC COM 038222105 4,234 169,900 SH   SOLE   169,900 0 0
APTARGROUP INC COM 038336103 6,343 94,900 SH   SOLE   94,900 0 0
ARCTIC CAT INC COM 039670104 1,602 45,132 SH   SOLE   45,132 0 0
ATHENAHEALTH INC COM 04685W103 20,794 142,717 SH   SOLE   142,717 0 0
BALCHEM CORP COM 057665200 1,269 19,046 SH   SOLE   19,046 0 0
BANK AMER CORP COM 060505104 358 20,000 SH Call SOLE   20,000 0 0
BANK HAWAII CORP COM 062540109 12,218 206,000 SH   SOLE   206,000 0 0
BANK OF THE OZARKS INC COM 063904106 38,716 1,020,986 SH   SOLE   1,020,986 0 0
BARD C R INC COM 067383109 14,496 87,000 SH   SOLE   87,000 0 0
BARRACUDA NETWORKS INC COM 068323104 6,440 179,700 SH   SOLE   179,700 0 0
BELLICUM PHARMACEUTICALS INC COM 079481107 230 10,000 SH   SOLE   10,000 0 0
BELMOND LTD CL A G1154H107 7,601 614,495 SH   SOLE   614,495 0 0
BLACKBAUD INC COM 09227Q100 16,168 373,748 SH   SOLE   373,748 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 372 11,000 SH Put SOLE   11,000 0 0
BOOT BARN HLDGS INC COM 099406100 1,572 86,361 SH   SOLE   86,361 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,151 306,429 SH   SOLE   306,429 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 4,704 112,100 SH   SOLE   112,100 0 0
CACI INTL INC CL A 127190304 13,832 160,500 SH   SOLE   160,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 82,729 4,361,033 SH   SOLE   4,361,033 0 0
CALIFORNIA RES CORP COM 13057Q107 3,173 575,933 SH   SOLE   575,933 0 0
CALLIDUS SOFTWARE INC COM 13123E500 1,497 91,687 SH   SOLE   91,687 0 0
CAMECO CORP COM 13321L108 9,345 569,500 SH   SOLE   569,500 0 0
CARBONITE INC COM 141337105 1,590 111,427 SH   SOLE   111,427 0 0
CARTER INC COM 146229109 103,341 1,183,608 SH   SOLE   1,183,608 0 0
CASS INFORMATION SYS INC COM 14808P109 1,537 28,859 SH   SOLE   28,859 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 267 22,789 SH   SOLE   22,789 0 0
CF INDS HLDGS INC COM 125269100 3,036 11,140 SH   SOLE   11,140 0 0
CHANNELADVISOR CORP COM 159179100 28,385 1,315,361 SH   SOLE   1,315,361 0 0
CHC GROUP LTD SHS G07021101 11,344 3,522,852 SH   SOLE   3,522,852 0 0
CHENIERE ENERGY INC COM NEW 16411R208 28,342 402,588 SH   SOLE   402,588 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 4,067 127,087 SH   SOLE   127,087 0 0
CHEVRON CORP NEW COM 166764100 740 6,600 SH   SOLE   6,600 0 0
CHICOPEE BANCORP INC COM 168565109 2,374 141,760 SH   SOLE   141,760 0 0
CHILDRENS PL INC COM 168905107 10,743 188,480 SH   SOLE   188,480 0 0
CHIMERIX INC COM 16934W106 21,075 523,464 SH   SOLE   523,464 0 0
CIMPRESS N V SHS EURO N20146101 47,362 632,846 SH   SOLE   632,846 0 0
CISCO SYS INC COM 17275R102 321 11,550 SH   SOLE   11,550 0 0
CITIGROUP INC COM NEW 172967424 22,386 413,706 SH   SOLE   413,706 0 0
CLEAN HARBORS INC COM 184496107 76,023 1,582,164 SH   SOLE   1,582,164 0 0
CLOVIS ONCOLOGY INC COM 189464100 23,120 412,857 SH   SOLE   412,857 0 0
COCA COLA CO COM 191216100 265 6,286 SH   SOLE   6,286 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 332 7,500 SH   SOLE   7,500 0 0
COLGATE PALMOLIVE CO COM 194162103 554 8,000 SH   SOLE   8,000 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 922 15,169 SH   SOLE   15,169 0 0
CONSUMER PORTFOLIO SVCS INC COM 210502100 713 96,864 SH   SOLE   96,864 0 0
CONTINENTAL RESOURCES INC COM 212015101 575 15,000 SH Call SOLE   15,000 0 0
COOPER COS INC COM NEW 216648402 29,721 183,364 SH   SOLE   183,364 0 0
CORE LABORATORIES N V COM N22717107 15,108 125,541 SH   SOLE   125,541 0 0
CORPORATE EXECUTIVE BRD CO COM 21988R102 66,407 915,578 SH   SOLE   915,578 0 0
COSTAR GROUP INC COM 22160N109 22,872 124,556 SH   SOLE   124,556 0 0
COSTCO WHSL CORP NEW COM 22160K105 204 1,438 SH   SOLE   1,438 0 0
COUPONS COM INC COM 22265J102 4,206 236,933 SH   SOLE   236,933 0 0
CUMMINS INC COM 231021106 6,343 44,000 SH   SOLE   44,000 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 213 4,817 SH   SOLE   4,817 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 11,018 464,130 SH   SOLE   464,130 0 0
DEMANDWARE INC COM 24802Y105 18,490 321,335 SH   SOLE   321,335 0 0
DENNYS CORP COM 24869P104 12,461 1,208,600 SH   SOLE   1,208,600 0 0
DEXCOM INC COM 252131107 18,448 335,122 SH   SOLE   335,122 0 0
DICKS SPORTING GOODS INC COM 253393102 7,832 157,750 SH   SOLE   157,750 0 0
DOMINION RES INC VA NEW COM 25746U109 283 3,676 SH   SOLE   3,676 0 0
DORMAN PRODUCTS INC COM 258278100 1,825 37,800 SH   SOLE   37,800 0 0
DRESSER-RAND GROUP INC COM 261608103 2,307 28,202 SH   SOLE   28,202 0 0
DRIL-QUIP INC COM 262037104 28,766 374,900 SH   SOLE   374,900 0 0
DSW INC CL A 23334L102 34,186 916,507 SH   SOLE   916,507 0 0
DTS INC COM 23335C101 831 27,014 SH   SOLE   27,014 0 0
DUNKIN BRANDS GROUP INC COM 265504100 31,324 734,453 SH   SOLE   734,453 0 0
EAGLE BANCORP MONT INC COM 26942G100 514 46,874 SH   SOLE   46,874 0 0
EAST WEST BANCORP INC COM 27579R104 39,419 1,018,318 SH   SOLE   1,018,318 0 0
ELECTRONIC ARTS INC COM 285512109 3,597 76,500 SH Call SOLE   76,500 0 0
ENDOLOGIX INC COM 29266S106 43,641 2,854,211 SH   SOLE   2,854,211 0 0
ENDURANCE INTL GROUP HLDGS I COM 29272B105 2,321 125,945 SH   SOLE   125,945 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,107 211,000 SH   SOLE   211,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 227 3,496 SH   SOLE   3,496 0 0
EOG RES INC COM 26875P101 20,486 222,504 SH   SOLE   222,504 0 0
ERA GROUP INC COM 26885G109 1,297 61,328 SH   SOLE   61,328 0 0
EURONET WORLDWIDE INC COM 298736109 34,510 628,601 SH   SOLE   628,601 0 0
EVOLUTION PETROLEUM CORP COM 30049A107 3,152 424,265 SH   SOLE   424,265 0 0
EXA CORP COM 300614500 1,238 105,703 SH   SOLE   105,703 0 0
EXACT SCIENCES CORP COM 30063P105 21,133 770,144 SH   SOLE   770,144 0 0
EXPEDITORS INTL WASH INC COM 302130109 42,744 958,162 SH   SOLE   958,162 0 0
EXXON MOBIL CORP COM 30231G102 12,528 135,516 SH   SOLE   135,516 0 0
FASTENAL CO COM 311900104 6,896 145,000 SH   SOLE   145,000 0 0
FINANCIAL ENGINES INC COM 317485100 23,872 653,143 SH   SOLE   653,143 0 0
FIVE BELOW INC COM 33829M101 35,429 867,717 SH   SOLE   867,717 0 0
FLIR SYS INC COM 302445101 7,368 228,051 SH   SOLE   228,051 0 0
FLUIDIGM CORP DEL COM 34385P108 1,163 34,477 SH   SOLE   34,477 0 0
FORTINET INC COM 34959E109 11,528 376,000 SH   SOLE   376,000 0 0
FRANKLIN RES INC COM 354613101 3,793 68,500 SH   SOLE   68,500 0 0
FRESH MKT INC COM 35804H106 9,428 228,826 SH   SOLE   228,826 0 0
GALLAGHER ARTHUR J & CO COM 363576109 11,425 242,667 SH   SOLE   242,667 0 0
GARTNER INC COM 366651107 58,892 699,341 SH   SOLE   699,341 0 0
GENERAL ELECTRIC CO COM 369604103 334 13,200 SH   SOLE   13,200 0 0
GENERAL MTRS CO COM 37045V100 6,931 198,540 SH   SOLE   198,540 0 0
GENERAL MTRS CO COM 37045V100 1,920 55,000 SH Call SOLE   55,000 0 0
GENESEE & WYO INC CL A 371559105 9,747 108,400 SH   SOLE   108,400 0 0
GILDAN ACTIVEWEAR INC COM 375916103 13,233 234,000 SH   SOLE   234,000 0 0
GOOGLE INC CL A 38259P508 263 495 SH   SOLE   495 0 0
GRAND CANYON ED INC COM 38526M106 27,871 597,326 SH   SOLE   597,326 0 0
HALLIBURTON CO COM 406216101 295 7,500 SH Call SOLE   7,500 0 0
HEARTLAND EXPRESS INC COM 422347104 31,455 1,164,580 SH   SOLE   1,164,580 0 0
HEICO CORP NEW CL A 422806208 81,148 1,713,429 SH   SOLE   1,713,429 0 0
HELMERICH & PAYNE INC COM 423452101 3,910 58,000 SH   SOLE   58,000 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 3,763 305,211 SH   SOLE   305,211 0 0
HIBBETT SPORTS INC COM 428567101 31,936 659,429 SH   SOLE   659,429 0 0
HOLOGIC INC COM 436440101 10,562 395,000 SH   SOLE   395,000 0 0
HOWARD HUGHES CORP COM 44267D107 1,428 10,950 SH   SOLE   10,950 0 0
HUBSPOT INC COM 443573100 871 25,927 SH   SOLE   25,927 0 0
HUMANA INC COM 444859102 6,880 47,900 SH   SOLE   47,900 0 0
ICON PLC SHS G4705A100 7,011 137,500 SH   SOLE   137,500 0 0
IMPAX LABORATORIES INC COM 45256B101 7,366 232,500 SH   SOLE   232,500 0 0
INFORMATICA CORP COM 45666Q102 12,646 331,600 SH   SOLE   331,600 0 0
INSULET CORP COM 45784P101 28,858 626,534 SH   SOLE   626,534 0 0
INTEL CORP COM 458140100 1,089 30,000 SH Call SOLE   30,000 0 0
INTER PARFUMS INC COM 458334109 6,906 251,591 SH   SOLE   251,591 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 11,427 1,172,000 SH   SOLE   1,172,000 0 0
JANUS CAP GROUP INC COM 47102X105 807 50,000 SH   SOLE   50,000 0 0
JOHNSON & JOHNSON COM 478160104 1,026 9,807 SH   SOLE   9,807 0 0
JPMORGAN CHASE & CO COM 46625H100 7,777 124,269 SH   SOLE   124,269 0 0
JUNO THERAPEUTICS INC COM 48205A109 11,880 227,494 SH   SOLE   227,494 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 596 4,882 SH   SOLE   4,882 0 0
KENNAMETAL INC COM 489170100 31,082 868,465 SH   SOLE   868,465 0 0
KINDER MORGAN INC DEL COM 49456B101 6,353 150,147 SH   SOLE   150,147 0 0
KIRBY CORP COM 497266106 22,137 274,173 SH   SOLE   274,173 0 0
LAM RESEARCH CORP COM 512807108 6,077 76,600 SH   SOLE   76,600 0 0
LANDEC CORP COM 514766104 1,138 82,379 SH   SOLE   82,379 0 0
LAZARD LTD SHS A G54050102 8,600 171,900 SH   SOLE   171,900 0 0
LDR HLDG CORP COM 50185U105 858 26,181 SH   SOLE   26,181 0 0
LENDINGCLUB CORP COM 52603A109 253 10,000 SH   SOLE   10,000 0 0
LENNOX INTL INC COM 526107107 6,931 72,900 SH   SOLE   72,900 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,964 39,210 SH   SOLE   39,210 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,907 78,425 SH   SOLE   78,425 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 5,532 156,854 SH   SOLE   156,854 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 10,989 313,708 SH   SOLE   313,708 0 0
LINDSAY CORP COM 535555106 3,730 43,500 SH   SOLE   43,500 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,748 82,200 SH   SOLE   82,200 0 0
LIVEPERSON INC COM 538146101 1,328 94,174 SH   SOLE   94,174 0 0
LKQ CORP COM 501889208 19,972 710,257 SH   SOLE   710,257 0 0
LOUISANA BANCORP INC NEW COM 54619P104 4,127 183,827 SH   SOLE   183,827 0 0
LPL FINL HLDGS INC COM 50212V100 77,938 1,749,460 SH   SOLE   1,749,460 0 0
LTC PPTYS INC COM 502175102 2,612 60,500 SH   SOLE   60,500 0 0
LUXFER HLDGS PLC SPONSORED ADR 550678106 1,190 79,696 SH   SOLE   79,696 0 0
MALIBU BOATS INC COM CL A 56117J100 1,766 91,660 SH   SOLE   91,660 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,322 42,575 SH   SOLE   42,575 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 19,202 402,137 SH   SOLE   402,137 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 4,880 114,204 SH   SOLE   114,204 0 0
MERCK & CO INC NEW COM 58933Y105 357 6,286 SH   SOLE   6,286 0 0
MERIT MED SYS INC COM 589889104 1,508 87,014 SH   SOLE   87,014 0 0
MESA LABS INC COM 59064R109 1,260 16,295 SH   SOLE   16,295 0 0
MICROSOFT CORP COM 594918104 1,204 25,922 SH   SOLE   25,922 0 0
MICROSOFT CORP COM 594918104 1,946 41,900 SH Call SOLE   41,900 0 0
MONRO MUFFLER BRAKE INC COM 610236101 46,068 797,019 SH   SOLE   797,019 0 0
MSC INDL DIRECT INC CL A 553530106 29,127 358,485 SH   SOLE   358,485 0 0
MURPHY USA INC COM 626755102 1,876 27,250 SH   SOLE   27,250 0 0
NATIONAL CINEMEDIA INC COM 635309107 59,437 4,136,209 SH   SOLE   4,136,209 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,497 114,400 SH   SOLE   114,400 0 0
NATIONAL RESH CORP CL A 637372202 1,253 89,530 SH   SOLE   89,530 0 0
NAVIENT CORP COM 63938C108 1,081 50,000 SH   SOLE   50,000 0 0
NCI BUILDING SYS INC COM NEW 628852204 7,984 431,076 SH   SOLE   431,076 0 0
NEKTAR THERAPEUTICS COM 640268108 268 17,300 SH   SOLE   17,300 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 32,918 1,473,489 SH   SOLE   1,473,489 0 0
NEVRO CORP COM 64157F103 987 25,528 SH   SOLE   25,528 0 0
NEW RELIC INC COM 64829B100 366 10,502 SH   SOLE   10,502 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 856 89,718 SH   SOLE   89,718 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,505 159,700 SH   SOLE   159,700 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 15,561 936,265 SH   SOLE   936,265 0 0
NPS PHARMACEUTICALS INC COM 62936P103 30,953 865,323 SH   SOLE   865,323 0 0
NVIDIA CORP COM 67066G104 14,757 736,003 SH   SOLE   736,003 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 8,209 101,834 SH   SOLE   101,834 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 117 10,000 SH   SOLE   10,000 0 0
ON DECK CAP INC COM 682163100 673 30,000 SH   SOLE   30,000 0 0
OPUS BK IRVINE CALIF COM 684000102 2,456 86,582 SH   SOLE   86,582 0 0
ORACLE CORP COM 68389X105 6,565 145,995 SH   SOLE   145,995 0 0
PAPA MURPHYS HLDGS INC COM 698814100 1,375 118,321 SH   SOLE   118,321 0 0
PARK OHIO HLDGS CORP COM 700666100 1,584 25,137 SH   SOLE   25,137 0 0
PENNANTPARK INVT CORP COM 708062104 1,098 115,241 SH   SOLE   115,241 0 0
PERRIGO CO PLC SHS G97822103 779 4,661 SH   SOLE   4,661 0 0
PFIZER INC COM 717081103 10,586 339,824 SH   SOLE   339,824 0 0
PLUM CREEK TIMBER CO INC COM 729251108 4,279 100,000 SH   SOLE   100,000 0 0
POLARIS INDS INC COM 731068102 7,486 49,500 SH   SOLE   49,500 0 0
POLYPORE INTL INC COM 73179V103 34,977 743,405 SH   SOLE   743,405 0 0
POPEYES LA KITCHEN INC COM 732872106 14,441 256,631 SH   SOLE   256,631 0 0
POWER INTEGRATIONS INC COM 739276103 2,427 46,900 SH   SOLE   46,900 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 2,061 39,931 SH   SOLE   39,931 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 58,506 1,685,087 SH   SOLE   1,685,087 0 0
PROTO LABS INC COM 743713109 28,053 417,702 SH   SOLE   417,702 0 0
PVH CORP COM 693656100 8,011 62,500 SH   SOLE   62,500 0 0
Q2 HLDGS INC COM 74736L109 1,257 66,710 SH   SOLE   66,710 0 0
QUIDEL CORP COM 74838J101 16,114 557,188 SH   SOLE   557,188 0 0
RACKSPACE HOSTING INC COM 750086100 11,164 238,500 SH   SOLE   238,500 0 0
RADIAN GROUP INC COM 750236101 421 25,189 SH   SOLE   25,189 0 0
RAVEN INDS INC COM 754212108 5,452 218,074 SH   SOLE   218,074 0 0
RAYONIER INC COM 754907103 6,525 233,549 SH   SOLE   233,549 0 0
REALPAGE INC COM 75606N109 16,193 737,388 SH   SOLE   737,388 0 0
REGIS CORP MINN COM 758932107 4,961 296,000 SH   SOLE   296,000 0 0
REIS INC COM 75936P105 244 9,322 SH   SOLE   9,322 0 0
RENTRAK CORP COM 760174102 896 12,302 SH   SOLE   12,302 0 0
REPLIGEN CORP COM 759916109 1,124 56,779 SH   SOLE   56,779 0 0
REVANCE THERAPEUTICS INC COM 761330109 13,347 787,923 SH   SOLE   787,923 0 0
RIGNET INC COM 766582100 69,309 1,689,217 SH   SOLE   1,689,217 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 55,735 2,072,694 SH   SOLE   2,072,694 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 41,349 1,770,831 SH   SOLE   1,770,831 0 0
ROYAL GOLD INC COM 780287108 3,165 50,472 SH   SOLE   50,472 0 0
SAIA INC COM 78709Y105 15,854 286,379 SH   SOLE   286,379 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 68,128 2,216,277 SH   SOLE   2,216,277 0 0
SCIQUEST INC NEW COM 80908T101 814 56,334 SH   SOLE   56,334 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,755 140,491 SH   SOLE   140,491 0 0
SELECT COMFORT CORP COM 81616X103 10,595 391,962 SH   SOLE   391,962 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 77,768 1,483,837 SH   SOLE   1,483,837 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 57,362 2,142,776 SH   SOLE   2,142,776 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 5,041 598,000 SH   SOLE   598,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 4,384 1,252,650 SH   SOLE   1,252,650 0 0
SOLARWINDS INC COM 83416B109 78,006 1,565,441 SH   SOLE   1,565,441 0 0
SOLERA HOLDINGS INC COM 83421A104 62,275 1,216,779 SH   SOLE   1,216,779 0 0
SP PLUS CORP COM 78469C103 2,373 94,066 SH   SOLE   94,066 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 22,716 200,000 SH   SOLE   200,000 0 0
SPECTRANETICS CORP COM 84760C107 18,347 530,562 SH   SOLE   530,562 0 0
SPS COMM INC COM 78463M107 21,212 374,565 SH   SOLE   374,565 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 99,302 1,697,760 SH   SOLE   1,697,760 0 0
STANLEY BLACK & DECKER INC COM 854502101 12,112 126,064 SH   SOLE   126,064 0 0
STEELCASE INC CL A 858155203 7,844 437,000 SH   SOLE   437,000 0 0
STRATASYS LTD SHS M85548101 30,639 368,657 SH   SOLE   368,657 0 0
SYNAGEVA BIOPHARMA CORP COM 87159A103 22,238 239,660 SH   SOLE   239,660 0 0
SYNCHRONY FINL COM 87165B103 12,534 421,295 SH   SOLE   421,295 0 0
TENNANT CO COM 880345103 50,001 692,821 SH   SOLE   692,821 0 0
TERRENO RLTY CORP COM 88146M101 394 19,102 SH   SOLE   19,102 0 0
TESARO INC COM 881569107 651 17,508 SH   SOLE   17,508 0 0
TEXAS ROADHOUSE INC COM 882681109 1,186 35,144 SH   SOLE   35,144 0 0
TITAN MACHY INC COM 88830R101 1,366 97,998 SH   SOLE   97,998 0 0
TRIBUNE MEDIA CO CL A 896047503 956 16,000 SH   SOLE   16,000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 33,840 1,275,045 SH   SOLE   1,275,045 0 0
TRINET GROUP INC COM 896288107 28,644 915,715 SH   SOLE   915,715 0 0
TRUEBLUE INC COM 89785X101 973 43,745 SH   SOLE   43,745 0 0
TRUPANION INC COM 898202106 997 143,823 SH   SOLE   143,823 0 0
TUMI HLDGS INC COM 89969Q104 61,704 2,600,255 SH   SOLE   2,600,255 0 0
UNION PAC CORP COM 907818108 234 1,968 SH   SOLE   1,968 0 0
UTI WORLDWIDE INC ORD G87210103 3,424 283,698 SH   SOLE   283,698 0 0
VALSPAR CORP COM 920355104 46,525 537,988 SH   SOLE   537,988 0 0
VERINT SYS INC COM 92343X100 14,774 253,500 SH   SOLE   253,500 0 0
VERSARTIS INC COM 92529L102 879 39,156 SH   SOLE   39,156 0 0
VISTEON CORP COM NEW 92839U206 9,122 85,365 SH   SOLE   85,365 0 0
VOXELJET AG ADS 92912L107 954 117,449 SH   SOLE   117,449 0 0
WALKER & DUNLOP INC COM 93148P102 1,754 100,000 SH   SOLE   100,000 0 0
WAYFAIR INC CL A 94419L101 2,034 102,455 SH   SOLE   102,455 0 0
WESCO INTL INC COM 95082P105 35,229 462,256 SH   SOLE   462,256 0 0
WEYERHAEUSER CO COM 962166104 7,178 200,000 SH   SOLE   200,000 0 0
WINMARK CORP COM 974250102 1,134 13,041 SH   SOLE   13,041 0 0
WISDOMTREE INVTS INC COM 97717P104 23,375 1,491,203 SH   SOLE   1,491,203 0 0
WOLVERINE WORLD WIDE INC COM 978097103 100,747 3,418,641 SH   SOLE   3,418,641 0 0
WOODWARD INC COM 980745103 35,183 714,667 SH   SOLE   714,667 0 0
WORKDAY INC CL A 98138H101 1,551 19,000 SH   SOLE   19,000 0 0
XYLEM INC COM 98419M100 14,589 383,213 SH   SOLE   383,213 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 5,334 299,515 SH   SOLE   299,515 0 0