CLEAN TECHNOLOGY AND INDUSTRIAL GROWTH

AAR Corp. (AIR)
ADA-ES (ADES)
AMCOL International (ACO)
Boeing (BA)
Casella Waste Systems (CWST)
Ceradyne (CRDN)
Clean Harbor (CLH)
Curtiss-Wright (CW)
EnergySolutions (ES)
Flanders (FLDR)
Goodrich (GR)
Headwaters (HW)
Heico Corp. (HEI)
Hexcel (HXL)
Perma-Fix Environmental Services (PESI)
Precision Castparts Corp. (PCP)
Primoris Services (PRIM)
Republic Services (RSG)
Spirit AeroSystems (SPR)
Stericycle (SRCL)
Tetra Tech (TTEK)
TransDigm (TDG)
Triumph Group (TGI)
US Ecology (ECOL)
Waste Connections (WCN)
Waste Management (WM)
Willdan Group (WLDN)

Clean Technology
Craig Irwin

Acuity Brands (AYI)
Echelon Corporation (ELON)
EnerNOC, Inc. (ENOC)
ESCO Technologies (ESE)
Exide Technologies (XIDE)
Itron, Inc. (ITRI)
Lime Energy (LIME)
Maxwell Technologies (MXWL)
MYR Group (MYRG)
Nexxus Lighting (NEXS)
Pike Electric (PIKE)
Polypore International (PPO)
Quanta Services (PWR)
Telvent GIT, S.A. (TLVT)

Solar Technology
Christine Hersey

Ascent Solar Technologies (ASTI)
Canadian Solar (CSIQ)
Energy Conversion Devices (ENER)
Evergreen Solar (ESLR)
First Solar (FSLR)
Solarfun Power (SOLF)
SunPower (SPWRA)
Suntech Power (STP)
Trina Solar (TSL)
Yingli Green Energy (YGE)

Water and Renewable Energy Solutions
David Rose, CFA

Calgon Carbon Corporation (CCC)
Energy Recovery (ERII)
Nalco Holding Co. (NLC)
Pall Corp. (PLL)
Pentair (PNR)
Watts Water Technologies (WTS)

CONSUMER PRODUCTS AND SERVICES

Consumer Products
Rommel Dionisio

Arctic Cat (ACAT)
Avon Products (AVP)
Callaway Golf Company (ELY)
Elizabeth Arden (RDEN)
Estee Lauder (EL)
Helen of Troy Limited (HELE)
Herbalife Ltd. (HLF)
Inter Parfums, Inc. (IPAR)
NBTY (NTY)
Nu Skin Enterprises (NUS)
Polaris Industries (PII)
Regis Corp. (RGS)
Smith & Wesson (SWHC)
Sotheby's Holdings (BID)
USANA Health Sciences (USNA)

Entertainment Retail
Michael Pachter

Best Buy (BBY)
Blockbuster (BBI)
Coinstar (CSTR)
Netflix (NFLX)
RadioShack (RSH)

Footwear and Apparel
Camilo Lyon

Finish Line (FINL)
Skechers USA (SKX)
Under Armour (UA)

Specialty Retail - Hardlines
Joan Storms, CFA
Camilo Lyon

99 Cents Only Stores (NDN)
A.C. Moore Arts & Crafts (ACMR)
Advance Auto Parts (AAP)
Autozone (AZO)
Bed Bath & Beyond (BBBY)
Big Lots (BIG)
Dollar Tree Stores (DLTR)
Family Dollar Stores (FDO)
Fred's (FRED)
Jo-Ann Stores (JAS)
O'Reilly Automotive (ORLY)
PetSmart (PETM)
Pier 1 Imports (PIR)
Pool (POOL)
Select Comfort (SCSS)
Tempur-Pedic International (TPX)
Tractor Supply Company (TSCO)
Williams-Sonoma (WSM)

Specialty Retail - Softlines
Betty Chen

Aeropostale (ARO)
American Eagle Outfitters (AEO)
AnnTaylor Stores (ANN)
bebe Stores (BEBE)
Chico's FAS (CHS)
Gap (GPS)
Guess? (GES)
The Gymboree (GYMB)
J.Crew Group (JCG)
Men's Wearhouse (MW)
Pacific Sunwear of California (PSUN)
The Children's Place Retail Stores (PLCE)
The Talbots (TLB)
Urban Outfitters (URBN)
Zumiez Inc. (ZUMZ)

Specialty Retail - Sporting Goods
Camilo Lyon

Big 5 Sporting Goods (BGFV)
Dick's Sporting Goods (DKS)
Hibbett Sporting Goods (HIBB)
Sport Chalet (SPCHA)

ENTERTAINMENT AND MEDIA

Carmike Cinemas (CKEC)
Cinemark Holdings (CNK)
DreamWorks Animation SKG (DWA)
IMAX (IMAX)
Regal Entertainment (RGC)
Warner Music Group (WMG)
World Wrestling Entertainment (WWE)

Media
James Dix, CFA

CBS Corp. (CBS)
Entravision Communications (EVC)
Clear Channel Outdoor Holdings (CCO)
Interpublic Group (IPG)
Lamar Advertising Company (LAMR)
National CineMedia (NCMI)
News Corporation (NWSA)
Omnicom Group (OMC)
Time Warner (TWX)
Viacom (VIA/B)
WPP plc (WPPGY)

Entertainment Software
Michael Pachter

Activision Blizzard(ATVI)
Electronic Arts (ERTS)
GameStop (GME)
Majesco Entertainment Company (COOL)
Nintendo (NTDOY.US/ NTDOY.US)
Take-Two Interactive Software (TTWO)
THQ (THQI)
UBISOFT Entertainment (UBI.FP)

Entertainment: Toys
Chris White & Edward Woo, CFA

Hasbro (HAS)
JAKKS Pacific (JAKK)
LeapFrog Enterprises (LF)
Mattel (MAT)
RC2 (RCRC)

Internet Advertising/Media
Edward Woo, CFA

PetMed Express (PETS)
Travelzoo (TZOO)

LIFE SCIENCES

Medical Technology
Phillip Nalbone

Abbott Laboratories (ABT)
AngioDynamics (ANGO)
Boston Scientific (BSX)
Cutera (CUTR)
Medtronic (MDT)
St. Jude Medical (STJ)
Vascular Solutions (VASC)
ZOLL Medical (ZOLL)

Cardiovascular, Devices & Regenerative
Duane Nash, MD JD MBA

Abiomed (ABMD)
Amarin (AMRN)
ARYx Therapeutics (ARYX)
Edwards Lifesciences (EW)
HeartWare International (HTWR)
Medicines Company (MDCO)
Momenta Pharmaceuticals (MNTA)
Osiris Therapeutics (OSIR)
Rockwell Medical Technologies (RMTI)
Thoratec Corp. (THOR)
World Heart Corp. (WHRT)

Biotechnology / Biopharmaceuticals
Michael G. King, Jr.
Gregory Wade, Ph.D.
Y. Katherine Xu, Ph.D.

Achillion Pharmaceuticals (ACHN)
Adolor Corporation (ADLR)
Amicus Therapeutics (FOLD)
Amylin Pharmaceuticals (AMLN)
Anadys Pharmaceuticals (ANDS)
Ardea Biosciences (RDEA)
Avanir Pharmaceuticals (AVNR)
BioMimetic Therapeutics (BMTI)
Celgene Corp. (CELG)
Clinical Data, Inc. (CLDA)
CombinatoRx (CRXX)
Cubist Pharmaceuticals (CBST)
Cytokinetics (CYTK)
Delcath Systems (DCTH)
Dynavax Technologies (DVAX)
Emergent BioSolutions (EBS)
Gilead Sciences (GILD)
Halozyme Therapeutics (HALO)
Idenix Pharmaceuticals (IDIX)
InterMune (ITMN)
Ironwood Pharmaceuticals (IRWD)
MediciNova, Inc. (MNOV)
NeurogesX (NGSX)
OncoGenex Pharmaceuticals, Inc. (OGXI)
Pharmacyclics (PCYC)
Pharmasset (VRUS)
Poniard Pharmaceuticals (PARD)
Savient Pharmaceuticals (SVNT)
Trubion Pharmaceuticals (TRBN) )
Vertex Pharmaceuticals (VRTX) )
Vivus (VVUS)
XenoPort (XNPT)
ZymoGenetics (ZGEN)

Emerging Pharmaceuticals
Liana Moussatos, Ph.D.

Biodel (BIOD)
BioMarin Pharmaceuticals (BMRN)
Chelsea Therapeutics (CHTP)
DexCom, Inc. (DXCM)
Inspire Pharmaceuticals (ISPH)
MAP Pharmaceuticals (MAPP)
Omeros (OMER)
Sangamo BioSciences (SGMO)
United Therapeutics (UTHR)
Xoma (XOMA)

Healthcare Services - Managed Care
Sarah James

Aetna (AET)
AMERIGROUP (AGP)
Centene (CNC)
CIGNA (CI)
Coventry Health Care (CVH)
Health Net (HNT)
HealthSpring (HS)
Humana (HUM)
Molina Healthcare (MOH)
Unitedhealth Group (UNH)
Universal American (UAM)
WellCare Health Plans (WCG)
WellPoint (WLP)

Medical Diagnostics & Life Sciences Tools
Zarak Khurshid

Cepheid (CPHD)
Genoptix (GXDX)
Inverness Medical Innovations (IMA)
Quidel (QDEL)
Meridian Bioscience (VIVO)
Sequenom (SQNM)

Specialty Pharmaceuticals
Patricia Bank

Alexza Pharmaceuticals (ALXA)
Alkermes (ALKS)
Cadence Pharmaceuticals (CADX)
Durect Corp. (DRRX)
Endo Pharmaceuticals (ENDP)
Forest Laboratories (FRX)
Nektar Therapeutics (NKTR)
Salix Pharmaceuticals (SLXP)

TECHNOLOGY

Communications Equipment
Rohit Chopra

Aruba Networks (ARUN)
Blue Coat Systems (BCSI)
Cisco Systems (CSCO)
Extreme Networks (EXTR)
F5 Networks (FFIV)
Fortinet (FTNT)
Juniper Networks (JNPR)
Netgear (NTGR)
NetScout (NTCT)
Plantronics (PLT)
Polycom (PLCM)
Radvision Ltd. (RVSN)
Radware Ltd. (RDWR)
Riverbed Technology (RVBD)
ShoreTel (SHOR)

Datacenter Technologies
Kaushik Roy

3PAR (PAR)
Brocade Communications Systems (BRCD)
Compellent Technologies (CML)
EMC Corp. (EMC)
Emulex Corp. (ELX)
LSI Logic (LSI)
NetApp (NTAP)
Qlogic Corp. (QLGC)
Seagate Technology (STX)
VMware (VMW)
Western Digital Corporation (WDC)

Software: Enterprise / Application
Michael Nemeroff

Blackboard (BBBB)
Callidus Software (CALD)
Concur Technologies (CNQR)
DemandTec (DMAN)
FICO (FICO)
Kenexa (KNXA)
NetSuite Inc. (N)
Salesforce.com (CRM)
SAP AG (SAP)
SuccessFactors (SFSF)
Taleo (TLEO)
Ultimate Software (ULTI)

Software: Infrastructure
J. Derrick Wood, CFA

ATG (ARTG)
CDC Corp. (CHINA)
Chordiant Software (CHRD)
Compuware (CPWR)
Informatica (INFA)
Keynote Systems (KEYN)
MicroStrategy (MSTR)
Netezza (NZ)
Open Text (OTEX)
Pegasystems (PEGA)
RightNow Technologies (RNOW)
Sybase (SY)
Teradata (TDC)

Internet: Infrastructure
Kerry Rice, CPA

Akamai Technologies (AKAM)
Digital River (DRIV)
Dolby Laboratories (DLB)
GSI Commerce (GSIC)
IAC / InterActiveCorp. (IACI)
InfoSpace (INSP)
Limelight Networks (LLNW)
Rovi (ROVI)
VeriSign (VRSN)

Financial Technology
Gil Luria

ACI Worldwide (ACIW)
Advent Software (ADVS)
CyberSource (CYBS)
Diebold (DBD)
Euronet Worldwide (EEFT)
Green Dot (GDOT)
Hypercom (HYC)
Ingenico (ING.FR)
Intuit (INTU)
Investment Technology Group (ITG)
Micros Systems (MCRS)
NCR (NCR)
Qualstar (QBAK)
Radiant Systems (RADS)
VeriFone (PAY)
Wincor Nixdorf (WIN.DE)

Semiconductors
Patrick Wang
Betsy Van Hees

Advanced Analogic Tech. (AATI)
Advanced Micro Devices Inc. (AMD)
Atheros Communications Inc. (ATHR)
Cypress Semiconductor Corp. (CY)
Integrated Device Technology (IDTI)
Intel Corp. (INTC)
Intersil (ISIL)
Micron Technology, Inc. (MU)
Microsemi (MSCC)
Monolithic Power Systems (MPWR)
NetLogic Microsystems (NETL)
NVIDIA Corp. (NVDA)
O2Micro International Ltd. (OIIM)
OmniVision Technologies Inc. (OVTI)
ON Semiconductor (ONNN)
SanDisk Corporation (SNDK)
Silicon Motion Techologies, Inc (SIMO)
SMART Modular Technologies (SMOD)
STEC Inc. (STEC)
Texas Instruments (TXN)
Volterra Semiconductor (VLTR)
Zoran Corporation (ZRAN)

Telecommunications Software
Scott Sutherland, CFA

Amdocs Ltd. (DOX)
AsiaInfo-Linkage (ASIA)
Comverse Technology (CMVT.PK)
Convergys (CVG)
CSG Systems International (CSGS)
Image Sensing Systems (ISNS)
NeuStar (NSR)
Neutral Tandem (TNDM)
Nuance Communications (NUAN)
Openwave Systems (OPWV)
Smith Micro (SMSI)
Synchronoss (SNCR)
Syniverse (SVR)
TeleCommunication Systems (TSYS)
TNS (TNS)
Ulticom (ULCM)

Wireless Equipment
Scott Sutherland, CFA

Garmin International (GRMN)
Nokia Corporation (NOK)
Research in Motion (RIMM)
Trimble Navigation (TRMB)