Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	GOOGLE INC	2,702,967	$3.029B	3.0%	$880.37	—	CL A	38259P508
MA	MASTERCARD INC	3,396,471	$2.838B	2.8%	$51.54	+34.0%	CL A	57636Q104
AAPL	APPLE INC	4,816,761	$2.703B	2.7%	$13.26	+23.5%	COM	037833100
AMZN	AMAZON COM INC	6,119,215	$2.44B	2.4%	$13.32	+35.0%	COM	023135106
BIIB	BIOGEN IDEC INC	6,505,831	$1.82B	1.8%	$214.50	+20.6%	COM	09062X103
—	PRICELINE COM INC	1,549,393	$1.801B	1.8%	$827.13	—	COM NEW	741503403
—	MONSANTO CO NEW	14,136,589	$1.648B	1.6%	$98.80	—	COM	61166W101
BMY	BRISTOL MYERS SQUIBB CO	29,839,467	$1.586B	1.6%	$31.32	+9.1%	COM	110122108
TJX	TJX COS INC NEW	22,136,584	$1.411B	1.4%	$20.82	+23.5%	COM	872540109
BA	BOEING CO	10,018,379	$1.367B	1.3%	$80.37	+38.0%	COM	097023105
META	FACEBOOK INC	24,298,965	$1.328B	1.3%	$25.96	+92.1%	CL A	30303M102
V	VISA INC	5,822,852	$1.297B	1.3%	$40.62	+13.9%	COM CL A	92826C839
NKE	NIKE INC	16,257,674	$1.279B	1.3%	$26.53	+23.9%	CL B	654106103
GS	GOLDMAN SACHS GROUP INC	7,114,238	$1.261B	1.2%	$121.49	+7.6%	COM	38141G104
GILD	GILEAD SCIENCES INC	16,228,862	$1.22B	1.2%	$36.21	+33.6%	COM	375558103
—	ALLERGAN INC	10,727,036	$1.192B	1.2%	$89.04	—	COM	018490102
—	LINKEDIN CORP	5,455,470	$1.183B	1.2%	$178.30	—	COM CL A	53578A108
—	PRECISION CASTPARTS CORP	4,350,713	$1.172B	1.1%	$228.06	—	COM	740189105
CRM	SALESFORCE COM INC	20,808,793	$1.148B	1.1%	$40.99	+28.9%	COM	79466L302
—	ALEXION PHARMACEUTICALS INC	8,397,889	$1.117B	1.1%	$92.24	—	COM	015351109
DIS	DISNEY WALT CO	14,523,846	$1.11B	1.1%	$56.11	+9.9%	COM DISNEY	254687106
MDLZ	MONDELEZ INTL INC	31,422,241	$1.109B	1.1%	$23.16	+10.2%	CL A	609207105
COST	COSTCO WHSL CORP NEW	9,086,063	$1.081B	1.1%	$86.56	+9.9%	COM	22160K105
—	CONCHO RES INC	9,387,248	$1.014B	1.0%	$84.35	—	COM	20605P101
VRTX	VERTEX PHARMACEUTICALS INC	13,474,878	$1.001B	1.0%	$73.64	-5.4%	COM	92532F100
—	MICHAEL KORS HLDGS LTD	12,115,718	$984M	1.0%	$70.02	—	SHS	G60754101
NVO	NOVO-NORDISK A S	5,219,404	$964M	0.9%	$154.97	—	ADR	670100205
—	WHOLE FOODS MKT INC	16,633,830	$962M	0.9%	$51.48	—	COM	966837106
SLB	SCHLUMBERGER LTD	10,615,386	$957M	0.9%	$56.43	+15.3%	COM	806857108
—	RED HAT INC	16,821,347	$943M	0.9%	$47.82	—	COM	756577102
ILMN	ILLUMINA INC	8,499,055	$940M	0.9%	$64.01	+43.1%	COM	452327109
—	CELGENE CORP	5,507,455	$931M	0.9%	$134.80	—	COM	151020104
—	CANADIAN PAC RY LTD	6,056,869	$917M	0.9%	$126.32	—	COM	13645T100
—	EXPRESS SCRIPTS HLDG CO	12,739,004	$895M	0.9%	$61.71	—	COM	30219G108
EOG	EOG RES INC	5,235,472	$879M	0.9%	$47.02	+32.5%	COM	26875P101
EL	LAUDER ESTEE COS INC	11,190,096	$843M	0.8%	$58.22	+6.7%	CL A	518439104
—	UNITED TECHNOLOGIES CORP	7,391,722	$841M	0.8%	$92.94	—	COM	913017109
SBUX	STARBUCKS CORP	10,319,557	$809M	0.8%	$25.06	+24.5%	COM	855244109
—	VMWARE INC	8,989,100	$806M	0.8%	$67.26	—	CL A COM	928563402
ADBE	ADOBE SYS INC	12,800,899	$767M	0.8%	$51.85	+6.5%	COM	00724F101
ABT	ABBOTT LABS	18,959,761	$727M	0.7%	$28.87	+1.3%	COM	002824100
—	DISCOVERY COMMUNICATNS NEW	7,901,566	$714M	0.7%	$80.16	—	COM SER A	25470F104
UNP	UNION PAC CORP	4,197,262	$705M	0.7%	$57.06	+6.1%	COM	907818108
NFLX	NETFLIX INC	1,828,442	$673M	0.7%	$3.51	+39.9%	COM	64110L106
BMRN	BIOMARIN PHARMACEUTICAL INC	9,396,076	$660M	0.6%	$63.35	+7.2%	COM	09061G101
—	DUNKIN BRANDS GROUP INC	12,786,835	$616M	0.6%	$42.82	—	COM	265504100
—	SPLUNK INC	8,859,649	$608M	0.6%	$48.55	—	COM	848637104
MRK	MERCK & CO INC NEW	12,129,177	$607M	0.6%	$30.99	+1.0%	COM	58933Y105
MS	MORGAN STANLEY	19,270,418	$604M	0.6%	$17.33	+25.8%	COM NEW	617446448
AMT	AMERICAN TOWER CORP NEW	6,709,183	$536M	0.5%	$59.45	-1.6%	COM	03027X100
—	NOBLE ENERGY INC	7,845,217	$534M	0.5%	$60.04	—	COM	655044105
—	SBA COMMUNICATIONS CORP	5,812,260	$522M	0.5%	$74.12	—	COM	78388J106
TSLA	TESLA MTRS INC	3,462,177	$521M	0.5%	$9.97	+2.4%	COM	88160R101
WDAY	WORKDAY INC	6,235,081	$519M	0.5%	$62.77	+25.8%	CL A	98138H101
RL	RALPH LAUREN CORP	2,931,756	$518M	0.5%	$138.80	-2.5%	CL A	751212101
UAA	UNDER ARMOUR INC	5,699,693	$498M	0.5%	$19.50	+5.1%	CL A	904311107
—	ARM HLDGS PLC	9,058,435	$496M	0.5%	$36.74	—	SPONSORED ADR	042068106
EBAY	EBAY INC	8,638,149	$474M	0.5%	$20.18	-2.4%	COM	278642103
CMG	CHIPOTLE MEXICAN GRILL INC	847,848	$452M	0.4%	$7.17	+41.8%	COM	169656105
TRGP	TARGA RES CORP	4,429,630	$391M	0.4%	$37.53	+20.6%	COM	87612G101
—	MEAD JOHNSON NUTRITION CO	4,652,698	$390M	0.4%	$75.72	—	COM	582839106
—	FMC TECHNOLOGIES INC	7,255,953	$379M	0.4%	$55.65	—	COM	30249U101
HAL	HALLIBURTON CO	7,401,078	$376M	0.4%	$33.21	+24.3%	COM	406216101
—	ANADARKO PETE CORP	4,564,404	$362M	0.4%	$85.93	—	COM	032511107
MET	METLIFE INC	6,622,741	$357M	0.4%	$24.70	+22.0%	COM	59156R108
JPM	JPMORGAN CHASE & CO	6,036,760	$353M	0.3%	$37.47	+5.8%	COM	46625H100
—	ACTAVIS PLC	2,016,619	$339M	0.3%	$168.00	—	SHS	G0083B108
—	MARATHON OIL CORP	9,482,387	$335M	0.3%	$34.61	—	COM	565849106
UHS	UNIVERSAL HLTH SVCS INC	4,113,732	$334M	0.3%	$62.83	+21.1%	CL B	913903100
WFC	WELLS FARGO & CO NEW	7,210,994	$327M	0.3%	$27.47	+12.0%	COM	949746101
—	TWITTER INC	5,101,039	$325M	0.3%	$63.65	—	COM	90184L102
SU	SUNCOR ENERGY INC NEW	9,247,365	$324M	0.3%	$20.65	+12.3%	COM	867224107
—	CALPINE CORP	16,173,784	$316M	0.3%	$20.82	—	COM NEW	131347304
—	CAMERON INTERNATIONAL CORP	5,271,414	$314M	0.3%	$61.16	—	COM	13342B105
—	TWENTY FIRST CENTY FOX INC	8,736,746	$307M	0.3%	$35.06	—	CL A	90130A101
TRIP	TRIPADVISOR INC	3,707,677	$307M	0.3%	$72.75	0.0%	COM	896945201
WMB	WILLIAMS COS INC DEL	7,834,590	$302M	0.3%	$17.98	+2.2%	COM	969457100
IEX	IDEX CORP	3,971,185	$293M	0.3%	$45.08	+31.4%	COM	45167R104
HAIN	HAIN CELESTIAL GROUP INC	3,157,006	$287M	0.3%	$32.47	+27.3%	COM	405217100
CCL	CARNIVAL CORP	7,127,571	$286M	0.3%	$28.20	+3.8%	PAIRED CTF	143658300
—	CROWN CASTLE INTL CORP	3,819,635	$280M	0.3%	$72.63	—	COM	228227104
—	XILINX INC	5,991,652	$275M	0.3%	$39.89	—	COM	983919101
—	VANTIV INC	8,346,140	$272M	0.3%	$28.69	—	CL A	92210H105
LNG	CHENIERE ENERGY INC	6,140,505	$265M	0.3%	$28.08	+41.8%	COM NEW	16411R208
—	DENBURY RES INC	15,900,478	$261M	0.3%	$17.32	—	COM NEW	247916208
FRCB	FIRST REP BK SAN FRANCISCO C	4,844,583	$254M	0.2%	$35.58	+30.8%	COM	33616C100
—	BUNGE LIMITED	3,083,570	$253M	0.2%	$70.77	—	COM	G16962105
RS	RELIANCE STEEL & ALUMINUM CO	3,314,230	$251M	0.2%	$66.60	+10.9%	COM	759509102
—	DRIL-QUIP INC	2,190,172	$241M	0.2%	$90.61	—	COM	262037104
VRSN	VERISIGN INC	3,970,531	$237M	0.2%	$45.93	+18.8%	COM	92343E102
—	ACTIVISION BLIZZARD INC	13,026,604	$232M	0.2%	$14.73	—	COM	00507V109
HSIC	SCHEIN HENRY INC	2,028,256	$232M	0.2%	$36.66	+19.3%	COM	806407102
DLTR	DOLLAR TREE INC	4,099,381	$231M	0.2%	$48.73	+18.2%	COM	256746108
MSFT	MICROSOFT CORP	6,114,994	$229M	0.2%	$26.70	+12.4%	COM	594918104
ROST	ROSS STORES INC	3,050,145	$229M	0.2%	$28.69	+16.1%	COM	778296103
—	SEMGROUP CORP	3,497,369	$228M	0.2%	$54.68	—	CL A	81663A105
FLEX	FLEXTRONICS INTL LTD	29,350,605	$228M	0.2%	$5.43	+11.9%	ORD	Y2573F102
C	CITIGROUP INC	4,324,888	$225M	0.2%	$35.76	+5.3%	COM NEW	172967424
AME	AMETEK INC NEW	4,265,272	$225M	0.2%	$38.40	+16.0%	COM	031100100
MPC	MARATHON PETE CORP	2,417,996	$222M	0.2%	$27.13	-1.1%	COM	56585A102
—	CORE LABORATORIES N V	1,160,769	$222M	0.2%	$151.66	—	COM	N22717107
—	LIBERTY GLOBAL PLC	2,606,177	$220M	0.2%	$67.89	—	SHS CL C	G5480U120
INTU	INTUIT	2,876,034	$219M	0.2%	$54.39	+19.5%	COM	461202103
PVH	PVH CORP	1,594,696	$217M	0.2%	$112.68	+11.0%	COM	693656100
—	VODAFONE GROUP PLC NEW	5,196,767	$204M	0.2%	$39.31	—	SPONS ADR NEW	92857W209
HCA	HCA HOLDINGS INC	4,253,442	$203M	0.2%	$35.96	+19.5%	COM	40412C101
—	ROSETTA RESOURCES INC	4,196,516	$202M	0.2%	$42.52	—	COM	777779307
OXY	OCCIDENTAL PETE CORP DEL	2,096,100	$199M	0.2%	$57.83	+9.6%	COM	674599105
—	SHIRE PLC	1,385,328	$196M	0.2%	$135.06	—	SPONSORED ADR	82481R106
CMCSA	COMCAST CORP NEW	3,764,884	$196M	0.2%	$15.62	+17.7%	CL A	20030N101
UAL	UNITED CONTL HLDGS INC	5,171,380	$196M	0.2%	$31.81	+10.1%	COM	910047109
APH	AMPHENOL CORP NEW	2,180,104	$194M	0.2%	$8.50	+8.4%	CL A	032095101
—	WADDELL & REED FINL INC	2,957,105	$193M	0.2%	$46.83	—	CL A	930059100
—	EATON VANCE CORP	4,402,988	$188M	0.2%	$37.63	—	COM NON VTG	278265103
ROP	ROPER INDS INC NEW	1,335,205	$185M	0.2%	$113.55	+6.4%	COM	776696106
FMC	F M C CORP	2,412,995	$182M	0.2%	$41.12	+19.6%	COM NEW	302491303
ORLY	O REILLY AUTOMOTIVE INC NEW	1,412,859	$182M	0.2%	$7.44	+13.3%	COM	67103H107
A	AGILENT TECHNOLOGIES INC	3,170,546	$181M	0.2%	$27.97	+22.9%	COM	00846U101
INCY	INCYTE CORP	3,526,883	$179M	0.2%	$28.22	+54.2%	COM	45337C102
—	IHS INC	1,480,232	$177M	0.2%	$105.75	—	CL A	451734107
—	RACKSPACE HOSTING INC	4,523,331	$177M	0.2%	$40.20	—	COM	750086100
PNC	PNC FINL SVCS GROUP INC	2,251,908	$175M	0.2%	$47.60	+9.0%	COM	693475105
—	FRONTIER COMMUNICATIONS CORP	37,180,913	$173M	0.2%	$4.08	—	COM	35906A108
PSX	PHILLIPS 66	2,210,419	$170M	0.2%	$40.62	+6.9%	COM	718546104
CHD	CHURCH & DWIGHT INC	2,572,091	$170M	0.2%	$26.17	+4.2%	COM	171340102
SIEGY	SIEMENS A G	1,192,225	$165M	0.2%	$130.37	—	SPONSORED ADR	826197501
WRB	BERKLEY W R CORP	3,802,979	$165M	0.2%	$9.58	+2.5%	COM	084423102
—	CIGNA CORPORATION	1,876,132	$164M	0.2%	$78.96	—	COM	125509109
ECL	ECOLAB INC	1,547,211	$161M	0.2%	$73.48	+23.8%	COM	278865100
—	INTERNATIONAL GAME TECHNOLOG	8,865,958	$161M	0.2%	$16.71	—	COM	459902102
PCRX	PACIRA PHARMACEUTICALS INC	2,774,988	$160M	0.2%	$30.26	+73.7%	COM	695127100
—	AVON PRODS INC	9,261,109	$159M	0.2%	$20.01	—	COM	054303102
EA	ELECTRONIC ARTS INC	6,922,228	$159M	0.2%	$24.33	-4.1%	COM	285512109
CNK	CINEMARK HOLDINGS INC	4,709,227	$157M	0.2%	$23.16	+13.6%	COM	17243V102
—	STARWOOD HOTELS&RESORTS WRLD	1,946,053	$155M	0.2%	$63.71	—	COM	85590A401
—	GOLDCORP INC NEW	7,127,791	$154M	0.2%	$23.00	—	COM	380956409
LEA	LEAR CORP	1,888,235	$153M	0.1%	$46.85	+36.3%	COM NEW	521865204
UNH	UNITEDHEALTH GROUP INC	2,021,273	$152M	0.1%	$50.75	+16.4%	COM	91324P102
—	MFA FINL INC	21,526,336	$152M	0.1%	$8.27	—	COM	55272X102
—	WHITING PETE CORP NEW	2,436,593	$151M	0.1%	$48.11	—	COM	966387102
STWD	STARWOOD PPTY TR INC	5,434,477	$151M	0.1%	$24.69	—	COM	85571B105
—	VALEANT PHARMACEUTICALS INTL	1,229,094	$144M	0.1%	$86.08	—	COM	91911K102
—	L BRANDS INC	2,317,613	$143M	0.1%	$49.39	—	COM	501797104
—	CONSTELLIUM HOLDCO B V	6,083,435	$142M	0.1%	$17.72	—	CL A	N22035104
—	CONSOL ENERGY INC	3,716,211	$141M	0.1%	$27.26	—	COM	20854P109
IT	GARTNER INC	1,977,344	$140M	0.1%	$56.76	+11.3%	COM	366651107
FLS	FLOWSERVE CORP	1,775,845	$140M	0.1%	$46.10	+20.1%	COM	34354P105
—	CATAMARAN CORP	2,924,069	$139M	0.1%	$48.07	—	COM	148887102
—	NATIONAL OILWELL VARCO INC	1,731,600	$138M	0.1%	$68.90	—	COM	637071101
—	BED BATH & BEYOND INC	1,699,376	$136M	0.1%	$72.39	—	COM	075896100
FLR	FLUOR CORP NEW	1,696,537	$136M	0.1%	$61.05	+10.8%	COM	343412102
—	PROTECTIVE LIFE CORP	2,662,810	$135M	0.1%	$38.41	—	COM	743674103
—	AIRGAS INC	1,206,005	$135M	0.1%	$95.46	—	COM	009363102
—	PALL CORP	1,579,963	$135M	0.1%	$66.43	—	COM	696429307
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	8,640,537	$134M	0.1%	$14.99	-1.7%	COM	01988P108
—	TIM HORTONS INC	2,274,787	$133M	0.1%	$54.18	—	COM	88706M103
—	SYMETRA FINL CORP	6,990,370	$133M	0.1%	$15.99	—	COM	87151Q106
CHKP	CHECK POINT SOFTWARE TECH LT	2,007,362	$130M	0.1%	$48.11	+25.0%	ORD	M22465104
—	ING U S INC	3,663,676	$129M	0.1%	$27.06	—	COM	45685E106
FFIV	F5 NETWORKS INC	1,398,785	$127M	0.1%	$76.95	+10.7%	COM	315616102
—	STERICYCLE INC	1,084,934	$126M	0.1%	$110.43	—	COM	858912108
CNC	CENTENE CORP DEL	2,113,955	$125M	0.1%	$12.17	+22.9%	COM	15135B101
INTC	INTEL CORP	4,754,820	$123M	0.1%	$17.90	+0.1%	COM	458140100
WTM	WHITE MTNS INS GROUP LTD	202,292	$122M	0.1%	$583.58	+1.0%	COM	G9618E107
—	GNC HLDGS INC	2,050,088	$120M	0.1%	$47.90	—	COM CL A	36191G107
PFE	PFIZER INC	3,858,328	$118M	0.1%	$16.46	+7.1%	COM	717081103
DKS	DICKS SPORTING GOODS INC	2,018,571	$117M	0.1%	$37.53	+8.0%	COM	253393102
—	SOUTHWESTERN ENERGY CO	2,973,219	$117M	0.1%	$36.53	—	COM	845467109
—	ITC HLDGS CORP	1,220,206	$117M	0.1%	$91.38	—	COM	465685105
—	SPX CORP	1,159,220	$115M	0.1%	$75.72	—	COM	784635104
DEO	DIAGEO P L C	867,722	$115M	0.1%	$114.95	—	SPON ADR NEW	25243Q205
POWI	POWER INTEGRATIONS INC	2,024,547	$113M	0.1%	$18.48	+30.1%	COM	739276103
WCC	WESCO INTL INC	1,235,493	$113M	0.1%	$69.34	+16.9%	COM	95082P105
—	TIME WARNER CABLE INC	825,741	$112M	0.1%	$111.99	—	COM	88732J207
—	AIR METHODS CORP	1,899,963	$111M	0.1%	$33.88	—	COM PAR $.06	009128307
TDG	TRANSDIGM GROUP INC	687,956	$111M	0.1%	$70.58	+15.1%	COM	893641100
OKE	ONEOK INC NEW	1,752,756	$109M	0.1%	$20.27	+20.4%	COM	682680103
RRC	RANGE RES CORP	1,285,414	$108M	0.1%	$76.35	+1.9%	COM	75281A109
EWBC	EAST WEST BANCORP INC	3,091,580	$108M	0.1%	$20.24	+27.5%	COM	27579R104
—	TABLEAU SOFTWARE INC	1,564,361	$108M	0.1%	$67.72	—	CL A	87336U105
NRG	NRG ENERGY INC	3,742,943	$107M	0.1%	$20.46	+4.8%	COM NEW	629377508
ALB	ALBEMARLE CORP	1,688,937	$107M	0.1%	$52.08	+6.4%	COM	012653101
ET	ENERGY TRANSFER EQUITY L P	1,309,130	$107M	0.1%	$63.58	—	COM UT LTD PTN	29273V100
CCOI	COGENT COMM GROUP INC	2,639,615	$107M	0.1%	$15.51	+31.9%	COM NEW	19239V302
ZTS	ZOETIS INC	3,242,563	$106M	0.1%	$29.11	-0.4%	CL A	98978V103
—	SUPERIOR ENERGY SVCS INC	3,964,292	$105M	0.1%	$25.96	—	COM	868157108
NEE	NEXTERA ENERGY INC	1,226,402	$105M	0.1%	$14.15	+8.1%	COM	65339F101
LAB	FLUIDIGM CORP DEL	2,690,748	$103M	0.1%	$17.55	+67.9%	COM	34385P108
SNY	SANOFI	1,905,142	$102M	0.1%	$51.91	—	SPONSORED ADR	80105N105
—	HESS CORP	1,227,152	$102M	0.1%	$80.50	—	COM	42809H107
—	CENTURYLINK INC	3,188,024	$102M	0.1%	$31.85	—	COM	156700106
SRE	SEMPRA ENERGY	1,129,278	$101M	0.1%	$27.60	+10.6%	COM	816851109
—	FIREEYE INC	2,322,214	$101M	0.1%	$43.61	—	COM	31816Q101
—	CAVIUM INC	2,908,011	$100M	0.1%	$35.24	—	COM	14964U108
COF	CAPITAL ONE FINL CORP	1,303,086	$99.83M	0.1%	$47.00	+22.0%	COM	14040H105
BFH	ALLIANCE DATA SYSTEMS CORP	370,765	$97.48M	0.1%	$122.96	+34.1%	COM	018581108
—	CELLDEX THERAPEUTICS INC NEW	3,981,806	$96.4M	0.1%	$15.61	—	COM	15117B103
—	CIMAREX ENERGY CO	915,914	$96.09M	0.1%	$64.99	—	COM	171798101
GME	GAMESTOP CORP NEW	1,936,861	$95.41M	0.1%	$6.33	+45.3%	CL A	36467W109
OGE	OGE ENERGY CORP	2,773,570	$94.02M	0.1%	$35.46	+0.9%	COM	670837103
ULTA	ULTA SALON COSMETCS & FRAG I	968,377	$93.47M	0.1%	$91.65	+27.9%	COM	90384S303
—	MATTRESS FIRM HLDG CORP	2,168,573	$93.33M	0.1%	$40.30	—	COM	57722W106
—	DRESSER-RAND GROUP INC	1,546,629	$92.22M	0.1%	$59.98	—	COM	261608103
SSYS	STRATASYS LTD	684,109	$92.15M	0.1%	$100.44	+15.1%	SHS	M85548101
—	SPIRIT AIRLS INC	2,013,594	$91.44M	0.1%	$32.64	—	COM	848577102
MTN	VAIL RESORTS INC	1,205,557	$90.69M	0.1%	$62.47	+15.6%	COM	91879Q109
—	JDS UNIPHASE CORP	6,978,786	$90.58M	0.1%	$14.38	—	COM PAR $0.001	46612J507
NI	NISOURCE INC	2,725,653	$89.62M	0.1%	$7.84	+8.4%	COM	65473P105
—	BONANZA CREEK ENERGY INC	2,054,556	$89.31M	0.1%	$35.46	—	COM	097793103
PB	PROSPERITY BANCSHARES INC	1,402,642	$88.91M	0.1%	$34.91	+30.7%	COM	743606105
—	MYLAN INC	2,035,444	$88.34M	0.1%	$31.03	—	COM	628530107
—	LAREDO PETE HLDGS INC	3,166,514	$87.68M	0.1%	$21.27	—	COM	516806106
RIO	RIO TINTO PLC	1,548,680	$87.39M	0.1%	$44.69	—	SPONSORED ADR	767204100
D	DOMINION RES INC VA NEW	1,335,763	$86.41M	0.1%	$34.62	+11.8%	COM	25746U109
—	PETSMART INC	1,182,998	$86.06M	0.1%	$67.58	—	COM	716768106
H	HYATT HOTELS CORP	1,724,142	$85.28M	0.1%	$39.79	+14.6%	COM CL A	448579102
—	PDC ENERGY INC	1,598,535	$85.07M	0.1%	$52.23	—	COM	69327R101
CNP	CENTERPOINT ENERGY INC	3,660,092	$84.84M	0.1%	$15.27	+2.8%	COM	15189T107
AEP	AMERICAN ELEC PWR INC	1,809,180	$84.56M	0.1%	$30.18	-0.9%	COM	025537101
—	HEALTHWAYS INC	5,477,265	$84.08M	0.1%	$16.66	—	COM	422245100
—	PINNACLE ENTMT INC	3,144,393	$81.72M	0.1%	$19.67	—	COM	723456109
URBN	URBAN OUTFITTERS INC	2,198,525	$81.56M	0.1%	$41.21	-9.1%	COM	917047102
—	DSW INC	1,906,289	$81.46M	0.1%	$52.44	—	CL A	23334L102
HLF	HERBALIFE LTD	1,026,585	$80.79M	0.1%	$20.94	+64.4%	COM USD SHS	G4412G101
HP	HELMERICH & PAYNE INC	955,100	$80.31M	0.1%	$61.57	+26.4%	COM	423452101
—	BANK OF THE OZARKS INC	1,418,023	$80.25M	0.1%	$46.98	—	COM	063904106
EVR	EVERCORE PARTNERS INC	1,330,039	$79.51M	0.1%	$29.51	+38.7%	CLASS A	29977A105
GM	GENERAL MTRS CO	1,935,646	$79.11M	0.1%	$25.75	+9.4%	COM	37045V100
—	NRG YIELD INC	1,951,516	$78.08M	0.1%	$31.47	—	COM CL A	62942X108
SFM	SPROUTS FMRS MKT INC	2,030,398	$78.03M	0.1%	$41.33	+2.3%	COM	85208M102
—	ROWAN COMPANIES PLC	2,204,778	$77.96M	0.1%	$34.07	—	SHS CL A	G7665A101
ENB	ENBRIDGE INC	1,776,464	$77.6M	0.1%	$22.51	-1.9%	COM	29250N105
—	CHENIERE ENERGY PTNRS LP HLD	4,126,518	$77.37M	0.1%	$18.75	—	COM REP LLC IN	16411W108
ABBV	ABBVIE INC	1,457,742	$76.98M	0.1%	$30.39	0.0%	COM	00287Y109
TMO	THERMO FISHER SCIENTIFIC INC	690,519	$76.89M	0.1%	$80.27	+19.1%	COM	883556102
TEX	TEREX CORP NEW	1,828,227	$76.77M	0.1%	$30.97	+17.0%	COM	880779103
TSCO	TRACTOR SUPPLY CO	986,977	$76.57M	0.1%	$9.84	+22.5%	COM	892356106
NOW	SERVICENOW INC	1,362,351	$76.31M	0.1%	$9.67	+9.3%	COM	81762P102
—	ISIS PHARMACEUTICALS INC	1,907,383	$75.99M	0.1%	$26.87	—	COM	464330109
—	HERTZ GLOBAL HOLDINGS INC	2,654,584	$75.97M	0.1%	$23.75	—	COM	42805T105
—	IRON MTN INC	2,494,098	$75.7M	0.1%	$26.61	—	COM	462846106
WTFC	WINTRUST FINL CORP	1,625,641	$74.97M	0.1%	$36.77	+20.3%	COM	97650W108
CMS	CMS ENERGY CORP	2,763,233	$73.97M	0.1%	$19.00	-2.0%	COM	125896100
GPN	GLOBAL PMTS INC	1,134,820	$73.75M	0.1%	$22.14	+29.8%	COM	37940X102
—	CORNERSTONE ONDEMAND INC	1,373,489	$73.26M	0.1%	$49.85	—	COM	21925Y103
—	MOBILE MINI INC	1,763,917	$72.64M	0.1%	$33.28	—	COM	60740F105
—	NORTHEAST UTILS	1,702,455	$72.17M	0.1%	$42.02	—	COM	664397106
—	FRESH MKT INC	1,779,116	$72.05M	0.1%	$40.50	—	COM	35804H106
CAKE	CHEESECAKE FACTORY INC	1,454,586	$70.21M	0.1%	$31.16	+18.2%	COM	163072101
SBNY	SIGNATURE BK NEW YORK N Y	649,206	$69.74M	0.1%	$83.02	—	COM	82669G104
—	GENERAL ELECTRIC CO	2,460,431	$68.97M	0.1%	$23.81	—	COM	369604103
CVS	CVS CAREMARK CORPORATION	936,449	$67.02M	0.1%	$41.44	+11.8%	COM	126650100
—	CORPORATE EXECUTIVE BRD CO	860,193	$66.61M	0.1%	$63.22	—	COM	21988R102
—	KODIAK OIL & GAS CORP	5,912,559	$66.28M	0.1%	$8.89	—	COM	50015Q100
LNT	ALLIANT ENERGY CORP	1,279,110	$66M	0.1%	$16.89	+3.5%	COM	018802108
—	PIER 1 IMPORTS INC	2,848,835	$65.75M	0.1%	$23.49	—	COM	720279108
CDNS	CADENCE DESIGN SYSTEM INC	4,681,382	$65.63M	0.1%	$14.08	-4.7%	COM	127387108
ALNY	ALNYLAM PHARMACEUTICALS INC	1,018,156	$65.5M	0.1%	$29.61	+101.5%	COM	02043Q107
WAT	WATERS CORP	653,164	$65.32M	0.1%	$95.76	+5.3%	COM	941848103
—	AETNA INC NEW	940,908	$64.54M	0.1%	$66.38	—	COM	00817Y108
SM	SM ENERGY CO	773,967	$64.32M	0.1%	$69.14	+9.6%	COM	78454L100
MAT	MATTEL INC	1,347,478	$64.11M	0.1%	$42.78	+4.2%	COM	577081102
—	PENNEY J C INC	6,986,114	$63.92M	0.1%	$10.38	—	COM	708160106
—	TOWERS WATSON & CO	500,618	$63.88M	0.1%	$127.61	—	CL A	891894107
WEN	WENDYS CO	7,260,308	$63.31M	0.1%	$5.79	+48.2%	COM	95058W100
PG	PROCTER & GAMBLE CO	776,684	$63.23M	0.1%	$55.11	+5.3%	COM	742718109
MOH	MOLINA HEALTHCARE INC	1,792,609	$62.29M	0.1%	$35.54	-5.2%	COM	60855R100
—	CERNER CORP	1,108,241	$61.77M	0.1%	$74.31	—	COM	156782104
—	SANDISK CORP	873,916	$61.65M	0.1%	$62.46	—	COM	80004C101
—	WABCO HLDGS INC	657,759	$61.44M	0.1%	$87.76	—	COM	92927K102
AWK	AMERICAN WTR WKS CO INC NEW	1,446,545	$61.13M	0.1%	$31.89	+2.7%	COM	030420103
—	PIONEER NAT RES CO	329,076	$60.57M	0.1%	$144.75	—	COM	723787107
WMT	WAL-MART STORES INC	769,502	$60.55M	0.1%	$19.98	+1.8%	COM	931142103
CW	CURTISS WRIGHT CORP	957,838	$59.61M	0.1%	$41.15	+18.2%	COM	231561101
—	THOMSON REUTERS CORP	1,573,789	$59.52M	0.1%	$32.57	—	COM	884903105
—	SOLARWINDS INC	1,558,418	$58.95M	0.1%	$38.71	—	COM	83416B109
BHP	BHP BILLITON LTD	848,556	$57.87M	0.1%	$57.66	—	SPONSORED ADR	088606108
—	CHICOS FAS INC	3,053,456	$57.53M	0.1%	$17.06	—	COM	168615102
PTEN	PATTERSON UTI ENERGY INC	2,258,544	$57.19M	0.1%	$23.93	0.0%	COM	703481101
DECK	DECKERS OUTDOOR CORP	672,591	$56.81M	0.1%	$9.10	+35.5%	COM	243537107
—	QLIK TECHNOLOGIES INC	2,124,727	$56.58M	0.1%	$28.78	—	COM	74733T105
ADI	ANALOG DEVICES INC	1,108,655	$56.46M	0.1%	$36.70	+2.5%	COM	032654105
—	FLEETCOR TECHNOLOGIES INC	480,781	$56.33M	0.1%	$111.43	—	COM	339041105
KR	KROGER CO	1,424,732	$56.32M	0.1%	$15.65	+5.1%	COM	501044101
—	WEST CORP	2,180,669	$56.06M	0.1%	$22.32	—	COM	952355204
DAR	DARLING INTL INC	2,676,121	$55.88M	0.1%	$21.35	+0.1%	COM	237266101
RBC	RBC BEARINGS INC	784,541	$55.51M	0.1%	$49.24	+36.5%	COM	75524B104
—	CHARTER COMMUNICATIONS INC D	401,293	$54.88M	0.1%	$123.85	—	CL A NEW	16117M305
—	GENMARK DIAGNOSTICS INC	4,108,676	$54.69M	0.1%	$10.57	—	COM	372309104
—	WESTERN REFNG INC	1,286,365	$54.55M	0.1%	$35.98	—	COM	959319104
AES	AES CORP	3,707,037	$53.79M	0.1%	$8.30	+12.4%	COM	00130H105
—	KYTHERA BIOPHARMACEUTICALS I	1,438,615	$53.59M	0.1%	$28.89	—	COM	501570105
—	LUXOTTICA GROUP S P A	991,188	$53.45M	0.1%	$51.69	—	SPONSORED ADR	55068R202
FTNT	FORTINET INC	2,787,605	$53.33M	0.1%	$3.75	+4.0%	COM	34959E109
—	ANIXTER INTL INC	591,460	$53.14M	0.1%	$83.83	—	COM	035290105
IMAX	IMAX CORP	1,794,714	$52.91M	0.1%	$27.62	+4.1%	COM	45245E109
HTLD	HEARTLAND EXPRESS INC	2,660,317	$52.2M	0.1%	$13.77	+19.0%	COM	422347104
DVN	DEVON ENERGY CORP NEW	843,274	$52.17M	0.1%	$38.71	+6.0%	COM	25179M103
—	GULFPORT ENERGY CORP	822,516	$51.94M	0.1%	$48.44	—	COM NEW	402635304
—	BANKRATE INC DEL	2,894,847	$51.93M	0.1%	$17.25	—	COM	06647F102
DUK	DUKE ENERGY CORP NEW	746,335	$51.51M	0.1%	$41.66	+1.7%	COM NEW	26441C204
ODFL	OLD DOMINION FGHT LINES INC	960,308	$50.92M	0.0%	$15.77	0.0%	COM	679580100
SMTC	SEMTECH CORP	2,004,722	$50.68M	0.0%	$34.11	-13.5%	COM	816850101
—	MEDICINES CO	1,311,000	$50.63M	0.0%	$31.27	—	COM	584688105
NCLH	NORWEGIAN CRUISE LINE HLDGS	1,427,318	$50.63M	0.0%	$31.50	+3.0%	SHS	G66721104
GLDD	GREAT LAKES DREDGE & DOCK CO	5,390,689	$49.59M	0.0%	$7.58	+10.5%	COM	390607109
—	PREMIER INC	1,347,847	$49.55M	0.0%	$36.76	—	CL A	74051N102
—	NII HLDGS INC	17,997,767	$49.49M	0.0%	$6.67	—	CL B NEW	62913F201
KFY	KORN FERRY INTL	1,887,734	$49.31M	0.0%	$14.64	+38.7%	COM NEW	500643200
—	HITTITE MICROWAVE CORP	796,408	$49.16M	0.0%	$58.00	—	COM	43365Y104
AAL	AMERICAN AIRLS GROUP INC	1,938,298	$48.94M	0.0%	$21.78	0.0%	COM	02376R102
—	NATIONAL GRID PLC	745,373	$48.69M	0.0%	$56.67	—	SPON ADR NEW	636274300
—	ANNALY CAP MGMT INC	4,830,153	$48.16M	0.0%	$12.57	—	COM	035710409
ACHC	ACADIA HEALTHCARE COMPANY IN	1,010,502	$47.83M	0.0%	$32.45	+33.9%	COM	00404A109
AGRO	ADECOAGRO S A	5,878,145	$47.55M	0.0%	$6.53	+8.2%	COM	L00849106
—	MWI VETERINARY SUPPLY INC	278,256	$47.47M	0.0%	$123.24	—	COM	55402X105
—	PINNACLE FINL PARTNERS INC	1,457,880	$47.42M	0.0%	$26.73	—	COM	72346Q104
—	NOVADAQ TECHNOLOGIES INC	2,869,779	$47.32M	0.0%	$13.75	—	COM	66987G102
—	ENVISION HEALTHCARE HLDGS IN	1,320,909	$46.92M	0.0%	$28.17	—	COM	29413U103
KEP	KOREA ELECTRIC PWR	2,820,161	$46.84M	0.0%	$12.99	—	SPONSORED ADR	500631106
—	ENSCO PLC	812,391	$46.45M	0.0%	$58.12	—	SHS CLASS A	G3157S106
—	CIRCOR INTL INC	571,336	$46.15M	0.0%	$50.86	—	COM	17273K109
AEE	AMEREN CORP	1,269,838	$45.92M	0.0%	$23.64	+3.5%	COM	023608102
WM	WASTE MGMT INC DEL	1,019,399	$45.74M	0.0%	$30.75	+10.2%	COM	94106L109
—	RANDGOLD RES LTD	721,293	$45.3M	0.0%	$64.05	—	ADR	752344309
SLM	SLM CORP	1,706,419	$44.84M	0.0%	$7.81	+17.8%	COM	78442P106
BKU	BANKUNITED INC	1,360,456	$44.79M	0.0%	$19.58	+13.6%	COM	06652K103
FCX	FREEPORT-MCMORAN COPPER & GO	1,185,445	$44.74M	0.0%	$24.45	+23.0%	COM	35671D857
—	CRANE CO	663,613	$44.63M	0.0%	$62.09	—	COM	224399105
HD	HOME DEPOT INC	540,500	$44.51M	0.0%	$56.80	+3.4%	COM	437076102
—	GEO GROUP INC	1,379,064	$44.43M	0.0%	$33.85	—	COM	36159R103
POR	PORTLAND GEN ELEC CO	1,470,241	$44.4M	0.0%	$19.51	-3.0%	COM NEW	736508847
—	MARKWEST ENERGY PARTNERS L P	670,995	$44.37M	0.0%	$67.71	—	UNIT LTD PARTN	570759100
BAC	BANK OF AMERICA CORPORATION	2,823,565	$43.96M	0.0%	$10.51	+11.1%	COM	060505104
UNFI	UNITED NAT FOODS INC	577,808	$43.56M	0.0%	$51.91	+36.0%	COM	911163103
—	PLAINS GP HLDGS L P	1,626,488	$43.54M	0.0%	$26.77	—	SHS A REP LTPN	72651A108
—	EXPRESS INC	2,329,743	$43.5M	0.0%	$20.97	—	COM	30219E103
BRKR	BRUKER CORP	2,183,678	$43.17M	0.0%	$16.90	+11.4%	COM	116794108
—	TALISMAN ENERGY INC	3,663,624	$42.68M	0.0%	$11.43	—	COM	87425E103
PBYI	PUMA BIOTECHNOLOGY INC	409,665	$42.41M	0.0%	$35.25	+66.5%	COM	74587V107
—	PINNACLE FOODS INC DEL	1,531,134	$42.05M	0.0%	$25.18	—	COM	72348P104
—	SANCHEZ ENERGY CORP	1,710,208	$41.92M	0.0%	$22.96	—	COM	79970Y105
CVLT	COMMVAULT SYSTEMS INC	559,145	$41.87M	0.0%	$73.63	+6.3%	COM	204166102
—	POLYPORE INTL INC	1,069,423	$41.6M	0.0%	$40.30	—	COM	73179V103
TEVA	TEVA PHARMACEUTICAL INDS LTD	1,028,828	$41.23M	0.0%	$39.20	—	ADR	881624209
PBA	PEMBINA PIPELINE CORP	1,165,906	$41.08M	0.0%	$16.65	+5.5%	COM	706327103
—	WESTAR ENERGY INC	1,273,792	$40.98M	0.0%	$31.96	—	COM	95709T100
—	UAL CORP	9,122,000	$40.74M	0.0%	$3.64	—	NOTE 6.000%10/1	902549AJ3
—	MAXIM INTEGRATED PRODS INC	1,446,975	$40.38M	0.0%	$27.78	—	COM	57772K101
—	COLONY FINL INC	1,967,968	$39.93M	0.0%	$19.89	—	COM	19624R106
—	NEWFIELD EXPL CO	1,619,914	$39.9M	0.0%	$23.89	—	COM	651290108
CNQ	CANADIAN NAT RES LTD	1,178,093	$39.87M	0.0%	$9.59	0.0%	COM	136385101
—	GENESEE & WYO INC	413,447	$39.71M	0.0%	$86.37	—	CL A	371559105
PEB	PEBBLEBROOK HOTEL TR	1,281,630	$39.42M	0.0%	$25.85	—	COM	70509V100
—	WESTERN GAS EQUITY PARTNERS	993,830	$39.27M	0.0%	$41.17	—	COMUNT LTD PT	95825R103
ACAD	ACADIA PHARMACEUTICALS INC	1,563,551	$39.07M	0.0%	$14.09	+67.4%	COM	004225108
DORM	DORMAN PRODUCTS INC	694,792	$38.96M	0.0%	$49.11	+2.3%	COM	258278100
—	ROADRUNNER TRNSN SVCS HLDG I	1,441,949	$38.86M	0.0%	$27.95	—	COM	76973Q105
—	HILTON WORLDWIDE HLDGS INC	1,746,135	$38.85M	0.0%	$22.25	—	COM	43300A104
—	ULTIMATE SOFTWARE GROUP INC	248,929	$38.14M	0.0%	$117.29	—	COM	90385D107
—	ALAMOS GOLD INC	3,130,870	$37.92M	0.0%	$12.11	—	COM	011527108
HURN	HURON CONSULTING GROUP INC	603,116	$37.83M	0.0%	$42.58	+37.4%	COM	447462102
—	COBALT INTL ENERGY INC	2,269,667	$37.34M	0.0%	$26.57	—	COM	19075F106
—	HOUGHTON MIFFLIN HARCOURT CO	2,161,988	$36.67M	0.0%	$16.96	—	COM	44157R109
—	UNITED TECHNOLOGIES CORP	560,000	$36.66M	0.0%	$59.36	—	UNIT 99/99/9999	913017117
—	WEBMD HEALTH CORP	927,656	$36.64M	0.0%	$39.50	—	COM	94770V102
FDX	FEDEX CORP	253,729	$36.48M	0.0%	$81.95	+36.8%	COM	31428X106
TAP	MOLSON COORS BREWING CO	646,802	$36.32M	0.0%	$37.25	+7.0%	CL B	60871R209
—	BROADSOFT INC	1,328,048	$36.31M	0.0%	$27.60	—	COM	11133B409
—	CROSSTEX ENERGY INC	999,330	$36.14M	0.0%	$36.16	—	COM	22765Y104
LYV	LIVE NATION ENTERTAINMENT IN	1,828,478	$36.13M	0.0%	$13.58	+37.9%	COM	538034109
—	KANSAS CITY SOUTHERN	290,424	$35.96M	0.0%	$105.96	—	COM NEW	485170302
ABG	ASBURY AUTOMOTIVE GROUP INC	667,202	$35.85M	0.0%	$39.24	+31.4%	COM	043436104
—	CLECO CORP NEW	766,862	$35.75M	0.0%	$46.43	—	COM	12561W105
—	ELDORADO GOLD CORP NEW	6,294,488	$35.72M	0.0%	$6.22	—	COM	284902103
—	BROCADE COMMUNICATIONS SYS I	3,993,203	$35.42M	0.0%	$6.16	—	COM NEW	111621306
TXRH	TEXAS ROADHOUSE INC	1,256,529	$34.93M	0.0%	$18.37	+20.3%	COM	882681109
—	MERRIMACK PHARMACEUTICALS IN	6,536,656	$34.91M	0.0%	$5.46	—	COM	590328100
—	HERSHA HOSPITALITY TR	6,265,106	$34.9M	0.0%	$5.64	—	SH BEN INT A	427825104
—	TEAM HEALTH HOLDINGS INC	752,565	$34.28M	0.0%	$41.07	—	COM	87817A107
—	ST JUDE MED INC	552,343	$34.22M	0.0%	$61.95	—	COM	790849103
—	SODASTREAM INTERNATIONAL LTD	678,308	$33.67M	0.0%	$49.64	—	USD SHS	M9068E105
—	E M C CORP MASS	1,323,486	$33.29M	0.0%	$23.62	—	COM	268648102
TRV	TRAVELERS COMPANIES INC	366,544	$33.19M	0.0%	$63.44	+5.3%	COM	89417E109
—	INTERXION HOLDING N.V	1,404,990	$33.17M	0.0%	$25.28	—	SHS	N47279109
SCHW	SCHWAB CHARLES CORP NEW	1,264,610	$32.88M	0.0%	$15.92	+29.8%	COM	808513105
KGC	KINROSS GOLD CORP	7,382,523	$32.34M	0.0%	$5.82	-18.0%	COM NO PAR	496902404
TM	TOYOTA MOTOR CORP	265,093	$32.32M	0.0%	$120.66	—	SP ADR REP2COM	892331307
BCO	BRINKS CO	931,866	$31.81M	0.0%	$22.87	+19.5%	COM	109696104
AR	ANTERO RES CORP	500,930	$31.78M	0.0%	$55.97	0.0%	COM	03674X106
—	DIEBOLD INC	959,923	$31.69M	0.0%	$31.67	—	COM	253651103
—	YAHOO INC	778,267	$31.47M	0.0%	$25.11	—	COM	984332106
—	JUNIPER NETWORKS INC	1,388,526	$31.34M	0.0%	$19.31	—	COM	48203R104
—	TW TELECOM INC	1,012,449	$30.85M	0.0%	$28.14	—	COM	87311L104
PPL	PPL CORP	1,021,902	$30.75M	0.0%	$16.36	+0.0%	COM	69351T106
—	CORPBANCA	1,439,268	$30.44M	0.0%	$17.10	—	SPONSORED ADR	21987A209
EIX	EDISON INTL	656,907	$30.41M	0.0%	$30.71	-2.9%	COM	281020107
—	LUMOS NETWORKS CORP	1,445,813	$30.36M	0.0%	$17.45	—	COM	550283105
—	SILVER WHEATON CORP	1,489,921	$30.08M	0.0%	$19.67	—	COM	828336107
—	WUXI PHARMATECH CAYMAN INC	782,943	$30.05M	0.0%	$21.19	—	SPONS ADR SHS	929352102
—	INTELSAT S A	1,317,670	$29.7M	0.0%	$20.36	—	COM	L5140P101
—	FIRST POTOMAC RLTY TR	2,553,359	$29.7M	0.0%	$13.06	—	COM	33610F109
COLB	COLUMBIA BKG SYS INC	1,035,573	$28.49M	0.0%	$14.85	+5.4%	COM	197236102
—	VALIDUS HOLDINGS LTD	706,139	$28.45M	0.0%	$36.12	—	COM SHS	G9319H102
—	MONSTER BEVERAGE CORP	415,760	$28.18M	0.0%	$60.77	—	COM	611740101
—	COMCAST CORP NEW	562,966	$28.08M	0.0%	$39.67	—	CL A SPL	20030N200
GAP	GAP INC DEL	710,902	$27.78M	0.0%	$28.58	-8.8%	COM	364760108
—	ENERGY XXI (BERMUDA) LTD	1,025,986	$27.76M	0.0%	$22.18	—	USD UNRS SHS	G10082140
AXS	AXIS CAPITAL HOLDINGS LTD	582,120	$27.69M	0.0%	$31.37	+8.5%	SHS	G0692U109
—	PORTOLA PHARMACEUTICALS INC	1,071,080	$27.58M	0.0%	$24.57	—	COM	737010108
—	IMPAX LABORATORIES INC	1,095,327	$27.54M	0.0%	$21.98	—	COM	45256B101
GILD	GILEAD SCIENCES INC	365,000	$27.43M	0.0%	$36.21	+33.6%	Put	375558103
—	REPROS THERAPEUTICS INC	1,494,980	$27.36M	0.0%	$18.42	—	COM NEW	76028H209
—	ARATANA THERAPEUTICS INC	1,409,136	$26.91M	0.0%	$15.61	—	COM	03874P101
—	XL GROUP PLC	834,631	$26.57M	0.0%	$30.32	—	SHS	G98290102
SGMO	SANGAMO BIOSCIENCES INC	1,907,543	$26.5M	0.0%	$10.28	+12.0%	COM	800677106
—	KOSMOS ENERGY LTD	2,351,215	$26.29M	0.0%	$10.16	—	SHS	G5315B107
KEX	KIRBY CORP	261,881	$25.99M	0.0%	$77.04	+19.2%	COM	497266106
HOLX	HOLOGIC INC	1,161,238	$25.95M	0.0%	$20.95	+5.3%	COM	436440101
—	HOLLYFRONTIER CORP	517,513	$25.71M	0.0%	$42.78	—	COM	436106108
PPG	PPG INDS INC	135,002	$25.6M	0.0%	$59.61	+22.5%	COM	693506107
—	ALTERA CORP	779,527	$25.36M	0.0%	$37.16	—	COM	021441100
INN	SUMMIT HOTEL PPTYS	2,804,390	$25.24M	0.0%	$9.45	—	COM	866082100
JBHT	HUNT J B TRANS SVCS INC	319,215	$24.68M	0.0%	$64.72	+2.7%	COM	445658107
—	REALPAGE INC	1,053,515	$24.63M	0.0%	$23.30	—	COM	75606N109
—	TANDEM DIABETES CARE INC	944,415	$24.34M	0.0%	$25.77	—	COM	875372104
MCK	MCKESSON CORP	146,686	$23.68M	0.0%	$140.55	0.0%	COM	58155Q103
—	LIFEPOINT HOSPITALS INC	441,126	$23.31M	0.0%	$48.84	—	COM	53219L109
CHEF	CHEFS WHSE INC	791,129	$23.07M	0.0%	$21.48	+16.1%	COM	163086101
—	TAHOE RES INC	1,341,557	$22.31M	0.0%	$14.17	—	COM	873868103
—	DEL FRISCOS RESTAURANT GROUP	945,847	$22.29M	0.0%	$21.20	—	COM	245077102
—	ATMI INC	732,881	$22.14M	0.0%	$23.65	—	COM	00207R101
PRTA	PROTHENA CORP PLC	833,855	$22.11M	0.0%	$15.77	+59.1%	SHS	G72800108
—	RESTORATION HARDWARE HLDGS I	325,365	$21.9M	0.0%	$67.30	—	COM	761283100
MOG/A	MOOG INC	321,763	$21.86M	0.0%	$44.53	+30.6%	CL A	615394202
CLDT	CHATHAM LODGING TR	1,067,660	$21.83M	0.0%	$17.18	—	COM	16208T102
—	ENDO HEALTH SOLUTIONS INC	323,167	$21.8M	0.0%	$39.92	—	COM	29264F205
—	SUSSER HLDGS CORP	329,570	$21.58M	0.0%	$49.20	—	COM	869233106
BOKF	BOK FINL CORP	325,262	$21.57M	0.0%	$46.03	+0.9%	COM NEW	05561Q201
APAM	ARTISAN PARTNERS ASSET MGMT	327,822	$21.37M	0.0%	$15.34	+28.4%	CL A	04316A108
—	REXNORD CORP NEW	785,454	$21.21M	0.0%	$16.85	—	COM	76169B102
SCCO	SOUTHERN COPPER CORP	730,709	$20.98M	0.0%	$20.45	-14.8%	COM	84265V105
BTG	B2GOLD CORP	10,220,886	$20.97M	0.0%	$1.91	-6.6%	COM	11777Q209
—	SYNTA PHARMACEUTICALS CORP	3,960,648	$20.75M	0.0%	$5.00	—	COM	87162T206
—	ROVI CORP	1,041,910	$20.52M	0.0%	$19.69	—	COM	779376102
PODD	INSULET CORP	548,680	$20.36M	0.0%	$28.33	+30.4%	COM	45784P101
—	INTERNATIONAL RECTIFIER CORP	775,374	$20.21M	0.0%	$20.94	—	COM	460254105
MELI	MERCADOLIBRE INC	186,401	$20.09M	0.0%	$117.86	-0.2%	COM	58733R102
—	CHIMERA INVT CORP	6,375,587	$19.76M	0.0%	$3.00	—	COM	16934Q109
—	RALLY SOFTWARE DEV CORP	993,259	$19.32M	0.0%	$24.79	—	COM	751198102
DOV	DOVER CORP	194,786	$18.8M	0.0%	$39.99	+23.2%	COM	260003108
CPA	COPA HOLDINGS SA	115,801	$18.54M	0.0%	$94.41	+10.9%	CL A	P31076105
—	CAPSTEAD MTG CORP	1,524,419	$18.41M	0.0%	$12.09	—	COM NO PAR	14067E506
—	JIVE SOFTWARE INC	1,600,685	$18.01M	0.0%	$17.16	—	COM	47760A108
—	CHINA HYDROELECTRIC CORP	6,535,971	$17.52M	0.0%	$2.62	—	SPONSORED ADR	16949D101
PTCT	PTC THERAPEUTICS INC	1,025,917	$17.41M	0.0%	$17.51	+0.4%	COM	69366J200
WSFS	WSFS FINL CORP	223,269	$17.31M	0.0%	$16.60	+40.7%	COM	929328102
—	BLUEBIRD BIO INC	809,530	$16.98M	0.0%	$25.46	—	COM	09609G100
BMY	BRISTOL MYERS SQUIBB CO	314,200	$16.7M	0.0%	$31.32	+9.1%	Put	110122108
DAL	DELTA AIR LINES INC DEL	599,633	$16.47M	0.0%	$14.99	+55.6%	COM NEW	247361702
NTCT	NETSCOUT SYS INC	541,747	$16.03M	0.0%	$23.24	+21.8%	COM	64115T104
CMI	CUMMINS INC	112,187	$15.81M	0.0%	$89.10	+8.1%	COM	231021106
—	CALLAWAY GOLF CO	12,500,000	$15.44M	0.0%	$1.24	—	NOTE 3.750% 8/1	131193AC8
—	VITACOST COM INC	2,626,395	$15.21M	0.0%	$8.45	—	COM	92847A200
—	DIAMOND FOODS INC	561,995	$14.52M	0.0%	$25.84	—	COM	252603105
—	ORBCOMM INC	2,281,600	$14.46M	0.0%	$4.49	—	COM	68555P100
—	ZULILY INC	348,261	$14.43M	0.0%	$41.43	—	CL A	989774104
—	TESORO CORP	235,405	$13.77M	0.0%	$50.88	—	COM	881609101
—	DERMA SCIENCES INC	1,268,472	$13.72M	0.0%	$13.35	—	COM PAR $.01	249827502
EXEL	EXELIXIS INC	2,205,478	$13.52M	0.0%	$5.18	+6.5%	COM	30161Q104
—	TEARLAB CORP	1,442,546	$13.47M	0.0%	$10.50	—	COM	878193101
—	ALLERGAN INC	120,000	$13.33M	0.0%	$89.04	—	Call	018490102
—	SAGENT PHARMACEUTICALS INC	517,524	$13.13M	0.0%	$20.98	—	COM	786692103
—	METLIFE INC	413,000	$13.03M	0.0%	$54.79	—	UNIT 99/99/9999	59156R116
—	HARRIS TEETER SUPERMARKETS I	256,099	$12.64M	0.0%	$46.86	—	COM	414585109
—	MCEWEN MNG INC	6,327,332	$12.4M	0.0%	$1.70	—	COM	58039P107
TDY	TELEDYNE TECHNOLOGIES INC	131,855	$12.11M	0.0%	$76.20	+16.8%	COM	879360105
—	CARDIOVASCULAR SYS INC DEL	353,017	$12.11M	0.0%	$34.29	—	COM	141619106
—	FIBROCELL SCIENCE INC	2,942,985	$11.95M	0.0%	$4.38	—	COM NEW	315721209
—	ZIOPHARM ONCOLOGY INC	2,724,996	$11.83M	0.0%	$4.23	—	COM	98973P101
—	XOMA CORP DEL	1,722,780	$11.59M	0.0%	$6.73	—	COM	98419J107
SPY	SPDR S&P 500 ETF TR	62,508	$11.54M	0.0%	$171.14	—	TR UNIT	78462F103
DEI	DOUGLAS EMMETT INC	494,469	$11.52M	0.0%	$24.95	—	COM	25960P109
MPLX	MPLX LP	242,686	$10.81M	0.0%	$36.89	—	COM UNIT REP LTD	55336V100
—	KINDRED BIOSCIENCES INC	901,774	$10.05M	0.0%	$11.14	—	COM	494577109
—	CHIMERIX INC	657,558	$9.936M	0.0%	$18.34	—	COM	16934W106
—	TETRAPHASE PHARMACEUTICALS I	723,507	$9.782M	0.0%	$7.08	—	COM	88165N105
—	VIACOM INC NEW	107,766	$9.412M	0.0%	$68.05	—	CL B	92553P201
—	MARKETO INC	244,586	$9.067M	0.0%	$37.07	—	COM	57063L107
—	PARKWAY PPTYS INC	466,560	$9M	0.0%	$19.29	—	COM	70159Q104
—	ATHLON ENERGY INC	295,818	$8.948M	0.0%	$32.70	—	COM	047477104
—	PLATINUM GROUP METALS LTD	7,474,898	$8.746M	0.0%	$0.90	—	COM NEW	72765Q205
—	EQT MIDSTREAM PARTNERS LP	145,880	$8.576M	0.0%	$48.98	—	UNIT LTD PARTN	26885B100
—	NTELOS HLDGS CORP	389,793	$7.886M	0.0%	$16.46	—	COM NEW	67020Q305
QLYS	QUALYS INC	321,218	$7.423M	0.0%	$22.22	0.0%	COM	74758T303
AGIO	AGIOS PHARMACEUTICALS INC	307,235	$7.358M	0.0%	$25.53	-10.7%	COM	00847X104
—	YOUKU TUDOU INC	240,797	$7.296M	0.0%	$20.06	—	SPONSORED ADR	98742U100
—	PHILLIPS 66 PARTNERS LP	189,998	$7.207M	0.0%	$30.85	—	COM UNIT REP INT	718549207
—	FURIEX PHARMACEUTICALS INC	169,407	$7.117M	0.0%	$42.01	—	COM	36106P101
CORT	CORCEPT THERAPEUTICS INC	2,144,742	$6.906M	0.0%	$1.80	+12.5%	COM	218352102
—	ANACOR PHARMACEUTICALS INC	383,700	$6.438M	0.0%	$16.78	—	COM	032420101
XOM	EXXON MOBIL CORP	60,853	$6.158M	0.0%	$54.16	+3.3%	COM	30231G102
—	VERASTEM INC	501,959	$5.722M	0.0%	$13.23	—	COM	92337C104
—	CONATUS PHARMACEUTICALS INC	847,624	$5.467M	0.0%	$10.05	—	COM	20600T108
MMI	MARCUS & MILLICHAP INC	360,630	$5.373M	0.0%	$13.09	0.0%	COM	566324109
—	AQUA AMERICA INC	224,016	$5.285M	0.0%	$29.86	—	COM	03836W103
—	EXTENDED STAY AMER INC	193,387	$5.078M	0.0%	$26.26	—	UNIT 99/99/9999B	30224P200
—	GRANA Y MONTERO S A A	230,471	$4.893M	0.0%	$19.96	—	SPONSORED ADR	38500P208
—	BIO-REFERENCE LABS INC	181,970	$4.648M	0.0%	$28.75	—	COM $.01 NEW	09057G602
—	TENNECO INC	82,068	$4.643M	0.0%	$45.68	—	COM	880349105
—	AERIE PHARMACEUTICALS INC	256,864	$4.613M	0.0%	$17.96	—	COM	00771V108
—	QUINTILES TRANSNATIO HLDGS I	99,145	$4.594M	0.0%	$42.80	—	COM	74876Y101
—	TORNIER N V	237,943	$4.471M	0.0%	$17.50	—	SHS	N87237108
—	INSPIREMD INC	1,756,873	$4.322M	0.0%	$2.20	—	COM NEW	45779A309
—	MAGELLAN HEALTH SVCS INC	67,087	$4.019M	0.0%	$56.08	—	COM NEW	559079207
—	SUSQUEHANNA BANCSHARES INC P	290,709	$3.733M	0.0%	$12.85	—	COM	869099101
CSX	CSX CORP	125,932	$3.623M	0.0%	$6.90	+6.9%	COM	126408103
WBS	WEBSTER FINL CORP CONN	115,841	$3.612M	0.0%	$24.90	+14.2%	COM	947890109
—	DOW CHEM CO	79,953	$3.55M	0.0%	$38.40	—	COM	260543103
MO	ALTRIA GROUP INC	91,581	$3.516M	0.0%	$17.15	0.0%	COM	02209S103
LLY	LILLY ELI & CO	68,383	$3.488M	0.0%	$40.86	-3.1%	COM	532457108
MTH	MERITAGE HOMES CORP	72,489	$3.479M	0.0%	$22.79	-4.9%	COM	59001A102
M	MACYS INC	64,479	$3.443M	0.0%	$46.75	+3.7%	COM	55616P104
NSC	NORFOLK SOUTHERN CORP	36,812	$3.417M	0.0%	$59.27	+10.9%	COM	655844108
ROG	ROGERS CORP	55,040	$3.385M	0.0%	$45.60	+32.1%	COM	775133101
—	CHUBB CORP	34,668	$3.35M	0.0%	$89.25	—	COM	171232101
CVX	CHEVRON CORP NEW	26,630	$3.326M	0.0%	$73.10	-0.8%	COM	166764100
—	SEADRILL LIMITED	80,490	$3.307M	0.0%	$42.78	—	SHS	G7945E105
ADM	ARCHER DANIELS MIDLAND CO	76,070	$3.301M	0.0%	$25.63	+11.6%	COM	039483102
DXCM	DEXCOM INC	91,740	$3.249M	0.0%	$5.13	+54.3%	COM	252131107
AMGN	AMGEN INC	28,179	$3.217M	0.0%	$76.98	+5.4%	COM	031162100
NAK	NORTHERN DYNASTY MINERALS LT	2,454,438	$3.142M	0.0%	$2.48	-46.4%	COM NEW	66510M204
LUV	SOUTHWEST AIRLS CO	165,878	$3.125M	0.0%	$11.87	+28.6%	COM	844741108
—	OCERA THERAPEUTICS INC	238,152	$3.094M	0.0%	$8.47	—	COM	67552A108
—	QLT INC	548,164	$3.053M	0.0%	$4.39	—	COM	746927102
JNJ	JOHNSON & JOHNSON	33,065	$3.028M	0.0%	$60.03	+9.5%	COM	478160104
LNN	LINDSAY CORP	35,972	$2.977M	0.0%	$67.67	-1.0%	COM	535555106
BRK/B	BERKSHIRE HATHAWAY INC DEL	24,915	$2.954M	0.0%	$115.36	+0.2%	CL B NEW	084670702
DGX	QUEST DIAGNOSTICS INC	55,037	$2.947M	0.0%	$46.46	0.0%	COM	74834L100
BLMN	BLOOMIN BRANDS INC	122,594	$2.943M	0.0%	$16.94	+9.6%	COM	094235108
PIPR	PIPER JAFFRAY COS	74,065	$2.929M	0.0%	$33.64	+8.4%	COM	724078100
—	TARGACEPT INC	697,133	$2.893M	0.0%	$4.27	—	COM	87611R306
—	XENOPORT INC	490,723	$2.822M	0.0%	$4.97	—	COM	98411C100
—	MAXCOM TELECOMUNICACIONES SA	1,706,000	$2.781M	0.0%	$1.99	—	ADR REP PR CTF	57773A508
WTS	WATTS WATER TECHNOLOGIES INC	43,974	$2.721M	0.0%	$46.26	+25.3%	CL A	942749102
BCRX	BIOCRYST PHARMACEUTICALS	357,352	$2.716M	0.0%	$5.07	+24.8%	COM	09058V103
MGNX	MACROGENICS INC	98,606	$2.705M	0.0%	$26.16	0.0%	COM	556099109
—	STEMLINE THERAPEUTICS INC	137,186	$2.689M	0.0%	$19.60	—	COM	85858C107
—	REGULUS THERAPEUTICS INC	359,408	$2.656M	0.0%	$9.43	—	COM	75915K101
—	INFINERA CORPORATION	270,583	$2.646M	0.0%	$11.31	—	COM	45667G103
CIEN	CIENA CORP	105,346	$2.521M	0.0%	$18.05	+31.9%	COM NEW	171779309
L	LOEWS CORP	51,601	$2.489M	0.0%	$45.01	0.0%	COM	540424108
WWD	WOODWARD INC	53,804	$2.454M	0.0%	$34.67	+10.9%	COM	980745103
—	DEALERTRACK TECHNOLOGIES INC	50,514	$2.429M	0.0%	$35.43	—	COM	242309102
IVV	ISHARES	12,416	$2.305M	0.0%	$165.20	—	CORE S&P500 ETF	464287200
NDSN	NORDSON CORP	30,550	$2.27M	0.0%	$60.57	+5.4%	COM	655663102
—	BRIGHTCOVE INC	157,899	$2.233M	0.0%	$9.24	—	COM	10921T101
—	ACCELERON PHARMA INC	55,366	$2.192M	0.0%	$39.59	—	COM	00434H108
—	STANCORP FINL GROUP INC	31,954	$2.117M	0.0%	$49.41	—	COM	852891100
MANH	MANHATTAN ASSOCS INC	17,974	$2.112M	0.0%	$18.32	+50.2%	COM	562750109
—	DST SYS INC DEL	22,799	$2.069M	0.0%	$65.33	—	COM	233326107
PFS	PROVIDENT FINL SVCS INC	106,654	$2.061M	0.0%	$9.07	+18.7%	COM	74386T105
—	BOULDER BRANDS INC	128,372	$2.036M	0.0%	$12.05	—	COM	101405108
—	GENTIVA HEALTH SERVICES INC	163,555	$2.03M	0.0%	$9.96	—	COM	37247A102
ZION	ZIONS BANCORPORATION	67,629	$2.026M	0.0%	$28.78	0.0%	COM	989701107
BCPC	BALCHEM CORP	34,194	$2.007M	0.0%	$41.81	+26.4%	COM	057665200
GBCI	GLACIER BANCORP INC NEW	66,078	$1.968M	0.0%	$12.75	+47.1%	COM	37637Q105
—	FINANCIAL ENGINES INC	28,085	$1.951M	0.0%	$57.54	—	COM	317485100
—	BLACKROCK INC	6,034	$1.91M	0.0%	$256.86	—	COM	09247X101
—	FOOT LOCKER INC	44,977	$1.864M	0.0%	$34.85	—	COM	344849104
TGTX	TG THERAPEUTICS INC	455,271	$1.776M	0.0%	$6.06	-33.3%	COM	88322Q108
BOH	BANK HAWAII CORP	28,990	$1.714M	0.0%	$31.53	+19.1%	COM	062540109
UTHR	UNITED THERAPEUTICS CORP DEL	15,087	$1.706M	0.0%	$64.60	+39.6%	COM	91307C102
—	ITT CORP NEW	38,878	$1.688M	0.0%	$43.42	—	COM NEW	450911201
—	FIRSTMERIT CORP	75,378	$1.676M	0.0%	$21.29	—	COM	337915102
AWR	AMERICAN STS WTR CO	58,056	$1.668M	0.0%	$21.53	+2.2%	COM	029899101
—	NETSUITE INC	16,125	$1.661M	0.0%	$95.15	—	COM	64118Q107
PLXS	PLEXUS CORP	37,970	$1.644M	0.0%	$33.55	+18.1%	COM	729132100
—	QUIKSILVER INC	184,970	$1.622M	0.0%	$6.57	—	COM	74838C106
—	TRW AUTOMOTIVE HLDGS CORP	20,814	$1.548M	0.0%	$71.93	—	COM	87264S106
FFIC	FLUSHING FINL CORP	74,783	$1.548M	0.0%	$9.24	+28.9%	COM	343873105
—	PHARMERICA CORP	71,695	$1.541M	0.0%	$13.51	—	COM	71714F104
—	KNOLL INC	81,705	$1.496M	0.0%	$14.21	—	COM NEW	498904200
—	FLIR SYS INC	48,878	$1.471M	0.0%	$26.96	—	COM	302445101
TBI	TRUEBLUE INC	55,653	$1.435M	0.0%	$23.86	+4.6%	COM	89785X101
PAG	PENSKE AUTOMOTIVE GRP INC	30,124	$1.421M	0.0%	$34.08	+25.4%	COM	70959W103
HOMB	HOME BANCSHARES INC	37,220	$1.39M	0.0%	$10.30	+67.2%	COM	436893200
F	FORD MTR CO DEL	88,373	$1.364M	0.0%	$9.00	0.0%	COM PAR $0.01	345370860
—	IMPERVA INC	27,960	$1.346M	0.0%	$44.36	—	COM	45321L100
FULT	FULTON FINL CORP PA	100,653	$1.317M	0.0%	$7.72	+4.2%	COM	360271100
—	WALGREEN CO	22,576	$1.297M	0.0%	$55.72	—	COM	931422109
AGCO	AGCO CORP	21,235	$1.257M	0.0%	$41.57	+12.7%	COM	001084102
—	PRIVATEBANCORP INC	43,242	$1.251M	0.0%	$21.28	—	COM	742962103
—	URS CORP NEW	23,201	$1.229M	0.0%	$47.22	—	COM	903236107
GIII	G-III APPAREL GROUP LTD	16,640	$1.228M	0.0%	$21.40	+39.8%	COM	36237H101
NTGR	NETGEAR INC	36,354	$1.198M	0.0%	$19.52	-1.0%	COM	64111Q104
—	PANDORA MEDIA INC	44,642	$1.187M	0.0%	$26.09	—	COM	698354107
—	ROCK-TENN CO	10,958	$1.151M	0.0%	$102.63	—	CL A	772739207
—	DUN & BRADSTREET CORP DEL NE	9,317	$1.144M	0.0%	$97.50	—	COM	26483E100
EXAS	EXACT SCIENCES CORP	97,837	$1.144M	0.0%	$10.94	+4.9%	COM	30063P105
—	PAREXEL INTL CORP	25,056	$1.132M	0.0%	$47.06	—	COM	699462107
PENN	PENN NATL GAMING INC	74,285	$1.065M	0.0%	$13.74	0.0%	COM	707569109
—	INFOBLOX INC	31,761	$1.049M	0.0%	$31.57	—	COM	45672H104
—	INPHI CORP	81,127	$1.047M	0.0%	$11.00	—	COM	45772F107
WAB	WABTEC CORP	14,068	$1.045M	0.0%	$49.35	+27.8%	COM	929740108
GNRC	GENERAC HLDGS INC	18,171	$1.029M	0.0%	$32.99	+48.1%	COM	368736104
ALGT	ALLEGIANT TRAVEL CO	9,714	$1.024M	0.0%	$79.30	+13.5%	COM	01748X102
—	LEUCADIA NATL CORP	35,619	$1.009M	0.0%	$26.62	—	COM	527288104
GPI	GROUP 1 AUTOMOTIVE INC	13,814	$981K	0.0%	$68.16	0.0%	COM	398905109
—	HFF INC	35,773	$961K	0.0%	$17.77	—	CL A	40418F108
VZ	VERIZON COMMUNICATIONS INC	19,421	$954K	0.0%	$27.04	-1.6%	COM	92343V104
—	VALUECLICK INC	40,448	$945K	0.0%	$23.25	—	COM	92046N102
—	CREE INC	13,997	$876K	0.0%	$63.59	—	COM	225447101
—	HEALTHSOUTH CORP	26,264	$875K	0.0%	$33.77	—	COM NEW	421924309
—	HCC INS HLDGS INC	18,964	$875K	0.0%	$43.39	—	COM	404132102
CUBE	CUBESMART	51,088	$814K	0.0%	$16.62	—	COM	229663109
—	WAGEWORKS INC	13,588	$808K	0.0%	$34.45	—	COM	930427109
TOL	TOLL BROTHERS INC	21,768	$805K	0.0%	$33.80	-1.9%	COM	889478103
—	FINISAR CORP	33,535	$802K	0.0%	$16.95	—	COM NEW	31787A507
TGT	TARGET CORP	12,627	$799K	0.0%	$47.61	-6.3%	COM	87612E106
—	CASTLE A M & CO	54,025	$798K	0.0%	$15.76	—	COM	148411101
RGP	RESOURCES CONNECTION INC	55,461	$795K	0.0%	$11.28	+16.7%	COM	76122Q105
—	SANDERSON FARMS INC	10,822	$783K	0.0%	$72.35	—	COM	800013104
—	COLFAX CORP	12,047	$767K	0.0%	$52.10	—	COM	194014106
TREX	TREX CO INC	9,478	$754K	0.0%	$6.42	+27.5%	COM	89531P105
—	BEACON ROOFING SUPPLY INC	18,693	$753K	0.0%	$37.84	—	COM	073685109
TCBI	TEXAS CAPITAL BANCSHARES INC	11,877	$739K	0.0%	$42.69	+24.9%	COM	88224Q107
—	DICE HLDGS INC	101,608	$737K	0.0%	$8.94	—	COM	253017107
AOS	SMITH A O	13,401	$723K	0.0%	$15.38	+37.8%	COM	831865209
WWW	WOLVERINE WORLD WIDE INC	21,081	$716K	0.0%	$25.19	0.0%	COM	978097103
ITW	ILLINOIS TOOL WKS INC	8,234	$692K	0.0%	$54.78	+8.5%	COM	452308109
LOW	LOWES COS INC	13,873	$687K	0.0%	$39.13	0.0%	COM	548661107
—	FRANCESCAS HLDGS CORP	37,112	$683K	0.0%	$18.40	—	COM	351793104
DHI	D R HORTON INC	30,573	$682K	0.0%	$21.23	-20.1%	COM	23331A109
WST	WEST PHARMACEUTICAL SVSC INC	13,842	$679K	0.0%	$33.40	+32.3%	COM	955306105
WHR	WHIRLPOOL CORP	4,286	$672K	0.0%	$146.63	0.0%	COM	963320106
—	ALCOA INC	62,784	$667K	0.0%	$7.82	—	COM	013817101
—	WELLCARE HEALTH PLANS INC	9,450	$665K	0.0%	$70.37	—	COM	94946T106
—	ARTHROCARE CORP	16,294	$656K	0.0%	$34.55	—	COM	043136100
RHI	ROBERT HALF INTL INC	15,599	$655K	0.0%	$36.84	+6.9%	COM	770323103
DPZ	DOMINOS PIZZA INC	9,302	$648K	0.0%	$54.94	+8.6%	COM	25754A201
—	TRIUMPH GROUP INC NEW	8,246	$627K	0.0%	$79.11	—	COM	896818101
RNST	RENASANT CORP	19,864	$625K	0.0%	$23.22	+25.9%	COM	75970E107
SF	STIFEL FINL CORP	12,881	$617K	0.0%	$20.11	+26.8%	COM	860630102
EXR	EXTRA SPACE STORAGE INC	14,628	$616K	0.0%	$26.60	+6.1%	COM	30225T102
—	SERVICESOURCE INTL LLC	72,243	$605K	0.0%	$9.32	—	COM	81763U100
—	CONTINENTAL RESOURCES INC	5,367	$604K	0.0%	$86.09	—	COM	212015101
—	NAVIGATORS GROUP INC	9,561	$604K	0.0%	$57.03	—	COM	638904102
SPSC	SPS COMM INC	9,085	$593K	0.0%	$24.23	+40.3%	COM	78463M107
—	BAKER HUGHES INC	10,723	$593K	0.0%	$46.14	—	COM	057224107
AMAT	APPLIED MATLS INC	33,078	$585K	0.0%	$14.86	0.0%	COM	038222105
NUE	NUCOR CORP	10,806	$577K	0.0%	$32.41	+18.2%	COM	670346105
—	ARCELORMITTAL SA LUXEMBOURG	32,160	$574K	0.0%	$11.20	—	NY REGISTRY SH	03938L104
SJM	SMUCKER J M CO	5,492	$569K	0.0%	$74.55	0.0%	COM NEW	832696405
—	FIRST NIAGARA FINL GP INC	53,370	$567K	0.0%	$10.62	—	COM	33582V108
WSM	WILLIAMS SONOMA INC	9,693	$565K	0.0%	$20.90	+1.0%	COM	969904101
FIBK	FIRST INTST BANCSYSTEM INC	19,230	$546K	0.0%	$11.63	+32.6%	COM CL A	32055Y201
—	CHESAPEAKE ENERGY CORP	19,998	$543K	0.0%	$27.15	—	COM	165167107
EQT	EQT CORP	6,004	$539K	0.0%	$37.67	+15.0%	COM	26884L109
—	TRULIA INC	15,222	$537K	0.0%	$35.28	—	COM	897888103
FCN	FTI CONSULTING INC	13,041	$537K	0.0%	$34.88	+19.4%	COM	302941109
—	DIGITAL RIV INC	28,957	$536K	0.0%	$18.75	—	COM	25388B104
—	WEATHERFORD INTERNATIONAL LT	34,498	$534K	0.0%	$13.70	—	REG SHS	H27013103
ANF	ABERCROMBIE & FITCH CO	15,903	$523K	0.0%	$35.35	-24.6%	CL A	002896207
—	APACHE CORP	6,030	$518K	0.0%	$83.83	—	COM	037411105
CTRA	CABOT OIL & GAS CORP	13,373	$518K	0.0%	$25.53	+1.1%	COM	127097103
—	DCT INDUSTRIAL TRUST INC	71,473	$510K	0.0%	$7.15	—	COM	233153105
CASY	CASEYS GEN STORES INC	7,211	$507K	0.0%	$53.55	+24.4%	COM	147528103
ALGN	ALIGN TECHNOLOGY INC	8,800	$503K	0.0%	$53.83	0.0%	COM	016255101
SAM	BOSTON BEER INC	2,065	$499K	0.0%	$159.16	+50.8%	CL A	100557107
—	BIOSCRIP INC	66,049	$489K	0.0%	$15.72	—	COM	09069N108
MUR	MURPHY OIL CORP	7,424	$482K	0.0%	$34.50	+17.0%	COM	626717102
—	TEXAS INDS INC	6,933	$477K	0.0%	$66.24	—	COM	882491103
—	PROS HOLDINGS INC	11,665	$465K	0.0%	$30.01	—	COM	74346Y103
—	QLOGIC CORP	37,848	$448K	0.0%	$9.81	—	COM	747277101
OII	OCEANEERING INTL INC	5,654	$446K	0.0%	$81.19	0.0%	COM	675232102
OSK	OSHKOSH CORP	8,826	$445K	0.0%	$31.79	+30.0%	COM	688239201
—	OMNOVA SOLUTIONS INC	48,847	$445K	0.0%	$8.01	—	COM	682129101
OMCL	OMNICELL INC	17,389	$444K	0.0%	$18.51	+29.1%	COM	68213N109
SSTK	SHUTTERSTOCK INC	5,177	$433K	0.0%	$57.09	+29.7%	COM	825690100
—	HANESBRANDS INC	5,927	$416K	0.0%	$52.39	—	COM	410345102
EEFT	EURONET WORLDWIDE INC	8,399	$402K	0.0%	$44.91	0.0%	COM	298736109
POST	POST HLDGS INC	8,051	$397K	0.0%	$28.78	+2.3%	COM	737446104
HWC	HANCOCK HLDG CO	10,494	$385K	0.0%	$33.72	0.0%	COM	410120109
BGS	B & G FOODS INC NEW	11,294	$383K	0.0%	$12.47	+14.1%	COM	05508R106
—	ROYAL DUTCH SHELL PLC	5,353	$382K	0.0%	$63.80	—	SPONS ADR A	780259206
OXM	OXFORD INDS INC	4,618	$373K	0.0%	$66.09	+10.2%	COM	691497309
—	COVANCE INC	4,214	$371K	0.0%	$76.13	—	COM	222816100
NSP	INSPERITY INC	9,981	$361K	0.0%	$10.26	+24.3%	COM	45778Q107
IWF	ISHARES	4,191	$360K	0.0%	$72.74	—	RUS 1000 GRW ETF	464287614
—	NUVASIVE INC	11,071	$358K	0.0%	$32.34	—	COM	670704105
LEN	LENNAR CORP	8,529	$337K	0.0%	$34.18	-10.9%	CL A	526057104
NEM	NEWMONT MINING CORP	14,519	$334K	0.0%	$25.34	-22.1%	COM	651639106
—	ENERGY TRANSFER PRTNRS L P	5,289	$303K	0.0%	$57.29	—	UNIT LTD PARTN	29273R109
—	WILLIAMS PARTNERS L P	5,609	$285K	0.0%	$50.81	—	COM UNIT L P	96950F104
—	ONEOK PARTNERS LP	5,211	$274K	0.0%	$52.58	—	UNIT LTD PARTN	68268N103
—	ENBRIDGE ENERGY PARTNERS L P	8,645	$258K	0.0%	$29.84	—	COM	29250R106
TS	TENARIS S A	5,784	$253K	0.0%	$40.26	—	SPONSORED ADR	88031M109
—	NOBLE CORP PLC	6,440	$241K	0.0%	$37.42	—	SHS USD	G65431101
EPD	ENTERPRISE PRODS PARTNERS L	3,241	$215K	0.0%	$66.34	—	COM	293792107
—	DCP MIDSTREAM PARTNERS LP	4,220	$212K	0.0%	$50.24	—	COM UT LTD PTN	23311P100
—	CROSSTEX ENERGY L P	7,680	$212K	0.0%	$27.60	—	COM	22765U102
USAC	USA COMPRESSION PARTNERS LP	7,608	$204K	0.0%	$26.81	—	COMUNIT LTDPAR	90290N109
CQP	CHENIERE ENERGY PARTNERS LP	7,049	$202K	0.0%	$28.66	—	COM UNIT	16411Q101