Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	35,845,637	$3.957B	3.7%	$18.25	+32.0%	COM	037833100
META	FACEBOOK INC	31,677,364	$2.471B	2.3%	$36.45	+108.3%	CL A	30303M102
MA	MASTERCARD INC	28,040,155	$2.416B	2.3%	$70.42	+8.4%	CL A	57636Q104
BIIB	BIOGEN IDEC INC	5,619,663	$1.908B	1.8%	$214.50	+50.8%	COM	09062X103
—	CELGENE CORP	16,471,140	$1.842B	1.7%	$104.63	—	COM	151020104
BMY	BRISTOL MYERS SQUIBB CO	29,196,893	$1.723B	1.6%	$32.19	+20.9%	COM	110122108
AMZN	AMAZON COM INC	5,380,308	$1.67B	1.6%	$13.32	+17.0%	COM	023135106
V	VISA INC	5,990,039	$1.571B	1.5%	$41.49	+34.2%	COM CL A	92826C839
NKE	NIKE INC	16,230,286	$1.561B	1.5%	$27.17	+50.0%	CL B	654106103
BABA	ALIBABA GROUP HLDG LTD	13,776,099	$1.432B	1.3%	$93.93	—	SPONSORED ADS	01609W102
—	LINKEDIN CORP	6,005,677	$1.38B	1.3%	$179.78	—	COM CL A	53578A108
—	ACTAVIS PLC	5,266,171	$1.356B	1.3%	$227.13	—	SHS	G0083B108
DIS	DISNEY WALT CO	14,147,351	$1.333B	1.2%	$56.95	+42.8%	COM DISNEY	254687106
BA	BOEING CO	10,216,296	$1.328B	1.2%	$84.78	+30.5%	COM	097023105
CRM	SALESFORCE COM INC	21,827,943	$1.295B	1.2%	$41.75	+39.5%	COM	79466L302
COST	COSTCO WHSL CORP NEW	9,074,550	$1.286B	1.2%	$88.39	+23.8%	COM	22160K105
—	MONSANTO CO NEW	10,668,087	$1.275B	1.2%	$100.34	—	COM	61166W101
—	PRICELINE GRP INC	1,086,335	$1.239B	1.2%	$840.94	—	COM NEW	741503403
—	CANADIAN PAC RY LTD	6,364,476	$1.226B	1.1%	$130.38	—	COM	13645T100
—	RED HAT INC	17,184,497	$1.188B	1.1%	$49.12	—	COM	756577102
ILMN	ILLUMINA INC	6,369,917	$1.176B	1.1%	$66.26	+166.0%	COM	452327109
MS	MORGAN STANLEY	30,074,224	$1.167B	1.1%	$19.65	+34.2%	COM NEW	617446448
MDLZ	MONDELEZ INTL INC	30,856,458	$1.121B	1.0%	$24.03	+18.2%	CL A	609207105
—	CONCHO RES INC	10,793,353	$1.077B	1.0%	$86.71	—	COM	20605P101
—	ALEXION PHARMACEUTICALS INC	5,793,351	$1.072B	1.0%	$94.30	—	COM	015351109
SBUX	STARBUCKS CORP	12,616,009	$1.035B	1.0%	$25.94	+20.6%	COM	855244109
—	GOOGLE INC	1,944,435	$1.032B	1.0%	$854.85	—	CL A	38259P508
MAR	MARRIOTT INTL INC NEW	13,103,749	$1.022B	1.0%	$52.85	+25.2%	CL A	571903202
NVO	NOVO-NORDISK A S	24,084,816	$1.019B	1.0%	$66.01	—	ADR	670100205
SLB	SCHLUMBERGER LTD	11,887,357	$1.015B	0.9%	$63.02	+6.9%	COM	806857108
—	GOOGLE INC	1,913,445	$1.007B	0.9%	$575.44	—	CL C	38259P706
—	SHIRE PLC	4,721,078	$1.003B	0.9%	$212.54	—	SPONSORED ADR	82481R106
ABT	ABBOTT LABS	22,230,942	$1.001B	0.9%	$29.34	+20.4%	COM	002824100
UNP	UNION PAC CORP	8,357,123	$996M	0.9%	$65.77	+36.0%	COM	907818108
ADBE	ADOBE SYS INC	13,679,089	$994M	0.9%	$53.93	+30.0%	COM	00724F101
GILD	GILEAD SCIENCES INC	10,427,264	$983M	0.9%	$36.21	+98.4%	COM	375558103
—	TIFFANY & CO NEW	9,104,753	$973M	0.9%	$96.78	—	COM	886547108
NFLX	NETFLIX INC	2,659,376	$908M	0.8%	$4.09	+31.4%	COM	64110L106
—	PRECISION CASTPARTS CORP	3,651,400	$880M	0.8%	$229.92	—	COM	740189105
—	TWENTY FIRST CENTY FOX INC	22,555,971	$866M	0.8%	$33.74	—	CL A	90130A101
—	FLEETCOR TECHNOLOGIES INC	5,527,068	$822M	0.8%	$129.71	—	COM	339041105
ORLY	O REILLY AUTOMOTIVE INC NEW	4,219,013	$813M	0.8%	$9.04	+29.7%	COM	67103H107
UAA	UNDER ARMOUR INC	11,779,949	$800M	0.7%	$23.44	+43.8%	CL A	904311107
VRTX	VERTEX PHARMACEUTICALS INC	6,705,746	$797M	0.7%	$73.64	+52.9%	COM	92532F100
EOG	EOG RES INC	8,116,097	$747M	0.7%	$62.23	+9.4%	COM	26875P101
AMT	AMERICAN TOWER CORP NEW	7,352,505	$727M	0.7%	$60.01	+25.3%	COM	03027X100
TSLA	TESLA MTRS INC	3,256,072	$724M	0.7%	$10.22	+52.9%	COM	88160R101
—	TWITTER INC	19,825,359	$711M	0.7%	$49.80	—	COM	90184L102
—	SPLUNK INC	11,993,510	$707M	0.7%	$52.60	—	COM	848637104
—	ARM HLDGS PLC	13,990,993	$648M	0.6%	$40.85	—	SPONSORED ADR	042068106
WDAY	WORKDAY INC	7,639,245	$623M	0.6%	$66.33	+30.2%	CL A	98138H101
CMG	CHIPOTLE MEXICAN GRILL INC	877,972	$601M	0.6%	$8.04	+62.7%	COM	169656105
TJX	TJX COS INC NEW	8,447,675	$579M	0.5%	$20.82	+31.3%	COM	872540109
—	SBA COMMUNICATIONS CORP	5,191,208	$575M	0.5%	$75.60	—	COM	78388J106
—	MCGRAW HILL FINL INC	6,132,494	$546M	0.5%	$88.98	—	COM	580645109
TRIP	TRIPADVISOR INC	7,091,744	$529M	0.5%	$79.07	-12.2%	COM	896945201
INCY	INCYTE CORP	7,183,152	$525M	0.5%	$45.45	+43.7%	COM	45337C102
BMRN	BIOMARIN PHARMACEUTICAL INC	5,660,987	$512M	0.5%	$63.60	+30.8%	COM	09061G101
PRGO	PERRIGO CO PLC	3,010,318	$503M	0.5%	$157.00	-0.4%	SHS	G97822103
—	MEAD JOHNSON NUTRITION CO	4,405,478	$443M	0.4%	$77.00	—	COM	582839106
—	NOBLE ENERGY INC	9,190,568	$436M	0.4%	$60.43	—	COM	655044105
—	VMWARE INC	5,071,428	$418M	0.4%	$67.26	—	CL A COM	928563402
UAL	UNITED CONTL HLDGS INC	6,108,521	$409M	0.4%	$34.01	+62.9%	COM	910047109
AMAT	APPLIED MATLS INC	15,838,065	$395M	0.4%	$17.09	+15.0%	COM	038222105
MRK	MERCK & CO INC NEW	6,545,204	$372M	0.3%	$33.28	+18.3%	COM	58933Y105
—	ANADARKO PETE CORP	4,418,712	$365M	0.3%	$86.49	—	COM	032511107
JPM	JPMORGAN CHASE & CO	5,766,112	$361M	0.3%	$38.42	+16.3%	COM	46625H100
WFC	WELLS FARGO & CO NEW	6,490,825	$356M	0.3%	$27.47	+41.1%	COM	949746101
CCI	CROWN CASTLE INTL CORP NEW	4,280,727	$337M	0.3%	$50.35	0.0%	COM	22822V101
GS	GOLDMAN SACHS GROUP INC	1,709,555	$331M	0.3%	$121.49	+24.2%	COM	38141G104
MET	METLIFE INC	6,016,683	$325M	0.3%	$24.70	+32.7%	COM	59156R108
MSFT	MICROSOFT CORP	6,889,562	$320M	0.3%	$30.78	+29.6%	COM	594918104
—	ALLERGAN INC	1,503,939	$320M	0.3%	$89.04	—	COM	018490102
CCL	CARNIVAL CORP	6,667,118	$302M	0.3%	$28.79	+20.8%	PAIRED CTF	143658300
MPC	MARATHON PETE CORP	3,312,173	$299M	0.3%	$28.46	+10.1%	COM	56585A102
—	FIREEYE INC	9,107,594	$288M	0.3%	$44.78	—	COM	31816Q101
HAIN	HAIN CELESTIAL GROUP INC	4,909,446	$286M	0.3%	$41.61	+30.0%	COM	405217100
—	MICHAEL KORS HLDGS LTD	3,788,507	$285M	0.3%	$70.02	—	SHS	G60754101
—	MFA FINL INC	35,495,070	$284M	0.3%	$8.19	—	COM	55272X102
FE	FIRSTENERGY CORP	7,135,716	$278M	0.3%	$23.07	0.0%	COM	337932107
—	SPIRIT AIRLS INC	3,674,349	$278M	0.3%	$49.66	—	COM	848577102
CNC	CENTENE CORP DEL	2,636,285	$274M	0.3%	$14.97	+55.9%	COM	15135B101
—	VANTIV INC	8,019,241	$272M	0.3%	$28.83	—	CL A	92210H105
BAC	BANK AMER CORP	15,062,902	$269M	0.3%	$12.58	+7.8%	COM	060505104
CMCSA	COMCAST CORP NEW	4,530,710	$263M	0.2%	$16.88	+26.0%	CL A	20030N101
DLTR	DOLLAR TREE INC	3,710,405	$261M	0.2%	$48.73	+29.4%	COM	256746108
—	FRONTIER COMMUNICATIONS CORP	39,007,970	$260M	0.2%	$4.32	—	COM	35906A108
PCRX	PACIRA PHARMACEUTICALS INC	2,858,248	$253M	0.2%	$43.73	+116.3%	COM	695127100
—	CAMERON INTERNATIONAL CORP	5,049,585	$252M	0.2%	$61.81	—	COM	13342B105
FMC	F M C CORP	4,165,183	$238M	0.2%	$39.95	-4.6%	COM NEW	302491303
SU	SUNCOR ENERGY INC NEW	7,320,633	$233M	0.2%	$21.07	+6.1%	COM	867224107
SLM	SLM CORP	22,235,958	$227M	0.2%	$8.98	+6.5%	COM	78442P106
HAL	HALLIBURTON CO	5,749,899	$226M	0.2%	$33.21	+18.3%	COM	406216101
—	STARWOOD HOTELS&RESORTS WRLD	2,717,719	$220M	0.2%	$68.63	—	COM	85590A401
TGT	TARGET CORP	2,722,715	$207M	0.2%	$46.11	+5.4%	COM	87612E106
ROST	ROSS STORES INC	2,188,681	$206M	0.2%	$28.69	+31.9%	COM	778296103
ROP	ROPER INDS INC NEW	1,294,416	$202M	0.2%	$114.15	+25.6%	COM	776696106
—	SEMGROUP CORP	2,895,038	$198M	0.2%	$55.45	—	CL A	81663A105
—	COVIDIEN PLC	1,925,996	$197M	0.2%	$91.54	—	SHS	G2554F113
HSIC	SCHEIN HENRY INC	1,420,690	$193M	0.2%	$36.66	+35.7%	COM	806407102
ULTA	ULTA SALON COSMETCS & FRAG I	1,498,435	$192M	0.2%	$97.09	+26.3%	COM	90384S303
—	CATAMARAN CORP	3,641,372	$188M	0.2%	$47.03	—	COM	148887102
RS	RELIANCE STEEL & ALUMINUM CO	3,050,627	$187M	0.2%	$67.09	-5.4%	COM	759509102
EA	ELECTRONIC ARTS INC	3,975,569	$187M	0.2%	$24.33	+64.8%	COM	285512109
CHKP	CHECK POINT SOFTWARE TECH LT	2,373,658	$186M	0.2%	$51.36	+44.7%	ORD	M22465104
WRB	BERKLEY W R CORP	3,571,621	$183M	0.2%	$9.67	+20.6%	COM	084423102
APH	AMPHENOL CORP NEW	3,376,094	$182M	0.2%	$9.78	+17.7%	CL A	032095101
—	POTASH CORP SASK INC	5,116,634	$181M	0.2%	$36.42	—	COM	73755L107
TRGP	TARGA RES CORP	1,686,061	$179M	0.2%	$37.53	+80.9%	COM	87612G101
NRG	NRG ENERGY INC	6,619,479	$178M	0.2%	$24.51	-5.7%	COM NEW	629377508
—	HEWLETT PACKARD CO	4,418,062	$177M	0.2%	$35.75	—	COM	428236103
—	DUNKIN BRANDS GROUP INC	4,114,973	$176M	0.2%	$42.82	—	COM	265504100
LEA	LEAR CORP	1,788,447	$175M	0.2%	$48.57	+55.7%	COM NEW	521865204
—	CHENIERE ENERGY PTNRS LP HLD	7,772,543	$175M	0.2%	$20.62	—	COM REP LLC IN	16411W108
—	MARATHON OIL CORP	6,175,088	$175M	0.2%	$35.52	—	COM	565849106
—	DRIL-QUIP INC	2,236,562	$172M	0.2%	$90.47	—	COM	262037104
—	ACTIVISION BLIZZARD INC	8,477,845	$171M	0.2%	$14.84	—	COM	00507V109
INTU	INTUIT	1,844,818	$170M	0.2%	$54.69	+48.7%	COM	461202103
KMI	KINDER MORGAN INC DEL	4,007,388	$170M	0.2%	$21.77	+3.1%	COM	49456B101
EIX	EDISON INTL	2,559,585	$168M	0.2%	$33.44	+20.4%	COM	281020107
UHS	UNIVERSAL HLTH SVCS INC	1,505,921	$168M	0.2%	$62.83	+59.6%	CL B	913903100
—	STERICYCLE INC	1,245,097	$163M	0.2%	$111.02	—	COM	858912108
—	IHS INC	1,430,465	$163M	0.2%	$107.80	—	CL A	451734107
—	ENVISION HEALTHCARE HLDGS IN	4,618,167	$160M	0.1%	$32.87	—	COM	29413U103
—	XILINX INC	3,664,834	$159M	0.1%	$40.15	—	COM	983919101
—	ABENGOA YIELD PLC	5,801,068	$158M	0.1%	$34.86	—	ORD SHS	G00349103
EWBC	EAST WEST BANCORP INC	4,089,442	$158M	0.1%	$21.85	+28.7%	COM	27579R104
—	WHITING PETE CORP NEW	4,777,339	$158M	0.1%	$38.55	—	COM	966387102
OXY	OCCIDENTAL PETE CORP DEL	1,953,954	$158M	0.1%	$58.65	+1.1%	COM	674599105
PNC	PNC FINL SVCS GROUP INC	1,725,693	$157M	0.1%	$47.71	+28.6%	COM	693475105
—	SYMETRA FINL CORP	6,710,986	$155M	0.1%	$16.28	—	COM	87151Q106
—	CAVIUM INC	2,501,231	$155M	0.1%	$35.93	—	COM	14964U108
EXC	EXELON CORP	4,167,631	$155M	0.1%	$17.01	+1.6%	COM	30161N101
JAZZ	JAZZ PHARMACEUTICALS PLC	943,173	$154M	0.1%	$150.94	+10.0%	SHS USD	G50871105
—	L BRANDS INC	1,754,832	$152M	0.1%	$50.25	—	COM	501797104
PVH	PVH CORP	1,181,460	$151M	0.1%	$113.04	+4.5%	COM	693656100
—	BROCADE COMMUNICATIONS SYS I	12,742,528	$151M	0.1%	$9.46	—	COM NEW	111621306
—	RECEPTOS INC	1,214,795	$149M	0.1%	$46.98	—	COM	756207106
CMS	CMS ENERGY CORP	4,262,427	$148M	0.1%	$20.92	+11.9%	COM	125896100
CNK	CINEMARK HOLDINGS INC	4,128,791	$147M	0.1%	$23.93	+20.0%	COM	17243V102
D	DOMINION RES INC VA NEW	1,897,562	$146M	0.1%	$37.31	+20.8%	COM	25746U109
FRCB	FIRST REP BK SAN FRANCISCO C	2,799,335	$146M	0.1%	$36.08	+31.0%	COM	33616C100
CSCO	CISCO SYS INC	5,238,666	$146M	0.1%	$17.07	+7.2%	COM	17275R102
ABBV	ABBVIE INC	2,217,677	$145M	0.1%	$31.51	+27.7%	COM	00287Y109
FTNT	FORTINET INC	4,690,054	$144M	0.1%	$4.18	+29.0%	COM	34959E109
—	NRG YIELD INC	3,050,245	$144M	0.1%	$39.23	—	COM CL A	62942X108
STWD	STARWOOD PPTY TR INC	6,172,558	$143M	0.1%	$24.40	—	COM	85571B105
DVN	DEVON ENERGY CORP NEW	2,340,223	$143M	0.1%	$43.11	-4.6%	COM	25179M103
NEE	NEXTERA ENERGY INC	1,338,770	$142M	0.1%	$14.77	+27.9%	COM	65339F101
—	BUNGE LIMITED	1,553,973	$141M	0.1%	$70.77	—	COM	G16962105
PSX	PHILLIPS 66	1,956,408	$140M	0.1%	$41.73	+17.8%	COM	718546104
FLS	FLOWSERVE CORP	2,332,884	$140M	0.1%	$48.11	+6.5%	COM	34354P105
WMB	WILLIAMS COS INC DEL	3,073,472	$138M	0.1%	$21.16	+28.4%	COM	969457100
WCC	WESCO INTL INC	1,798,077	$137M	0.1%	$72.20	+6.0%	COM	95082P105
C	CITIGROUP INC	2,514,673	$136M	0.1%	$35.76	+10.6%	COM NEW	172967424
—	TOWERS WATSON & CO	1,199,214	$136M	0.1%	$118.85	—	CL A	891894107
—	SOLARWINDS INC	2,721,369	$136M	0.1%	$39.88	—	COM	83416B109
PPL	PPL CORP	3,727,485	$135M	0.1%	$17.19	+15.4%	COM	69351T106
SRE	SEMPRA ENERGY	1,203,551	$134M	0.1%	$27.88	+38.0%	COM	816851109
—	GNC HLDGS INC	2,831,092	$133M	0.1%	$45.73	—	COM CL A	36191G107
WTM	WHITE MTNS INS GROUP LTD	210,167	$132M	0.1%	$585.57	+8.6%	COM	G9618E107
SFM	SPROUTS FMRS MKT INC	3,812,146	$130M	0.1%	$30.81	-0.9%	COM	85208M102
—	MATTRESS FIRM HLDG CORP	2,208,836	$128M	0.1%	$41.07	—	COM	57722W106
—	AIRGAS INC	1,110,566	$128M	0.1%	$96.43	—	COM	009363102
—	COOPER COS INC	785,563	$127M	0.1%	$156.74	—	COM NEW	216648402
ETN	EATON CORP PLC	1,863,670	$127M	0.1%	$50.65	0.0%	SHS	G29183103
—	PALL CORP	1,224,500	$124M	0.1%	$66.43	—	COM	696429307
HD	HOME DEPOT INC	1,180,136	$124M	0.1%	$64.22	+16.5%	COM	437076102
VOYA	VOYA FINL INC	2,920,668	$124M	0.1%	$31.98	+11.9%	COM	929089100
SIG	SIGNET JEWELERS LIMITED	938,517	$123M	0.1%	$88.03	+11.9%	SHS	G81276100
POR	PORTLAND GEN ELEC CO	3,177,850	$120M	0.1%	$21.57	+11.8%	COM NEW	736508847
—	SPX CORP	1,396,733	$120M	0.1%	$78.41	—	COM	784635104
—	PDC ENERGY INC	2,897,685	$120M	0.1%	$53.48	—	COM	69327R101
—	PINNACLE ENTMT INC	5,290,382	$118M	0.1%	$21.79	—	COM	723456109
AEP	AMERICAN ELEC PWR INC	1,921,684	$117M	0.1%	$30.86	+25.0%	COM	025537101
—	NATIONAL OILWELL VARCO INC	1,779,638	$117M	0.1%	$68.92	—	COM	637071101
—	DIEBOLD INC	3,352,730	$116M	0.1%	$36.69	—	COM	253651103
NOW	SERVICENOW INC	1,706,044	$116M	0.1%	$9.99	+27.4%	COM	81762P102
—	MYLAN INC	2,053,442	$116M	0.1%	$39.15	—	COM	628530107
AME	AMETEK INC NEW	2,195,612	$116M	0.1%	$38.40	+22.7%	COM	031100100
AEE	AMEREN CORP	2,492,868	$115M	0.1%	$26.30	+14.8%	COM	023608102
WEN	WENDYS CO	12,709,779	$115M	0.1%	$6.92	+22.0%	COM	95058W100
KR	KROGER CO	1,782,569	$114M	0.1%	$20.31	+15.1%	COM	501044101
MTN	VAIL RESORTS INC	1,254,176	$114M	0.1%	$64.67	+34.1%	COM	91879Q109
EMN	EASTMAN CHEM CO	1,500,469	$114M	0.1%	$57.50	-3.3%	COM	277432100
—	XEROX CORP	8,203,734	$114M	0.1%	$11.55	—	COM	984121103
—	SANDISK CORP	1,157,503	$113M	0.1%	$68.09	—	COM	80004C101
LNG	CHENIERE ENERGY INC	1,594,582	$112M	0.1%	$29.26	+140.9%	COM NEW	16411R208
CBRE	CBRE GROUP INC	3,234,547	$111M	0.1%	$31.60	+1.2%	CL A	12504L109
TEVA	TEVA PHARMACEUTICAL INDS LTD	1,917,280	$110M	0.1%	$49.24	—	ADR	881624209
CHD	CHURCH & DWIGHT INC	1,396,665	$110M	0.1%	$26.17	+21.6%	COM	171340102
LNT	ALLIANT ENERGY CORP	1,657,144	$110M	0.1%	$19.15	+13.4%	COM	018802108
STZ	CONSTELLATION BRANDS INC	1,104,189	$108M	0.1%	$75.50	+3.8%	CL A	21036P108
—	MOBILE MINI INC	2,669,420	$108M	0.1%	$36.91	—	COM	60740F105
—	ROSETTA RESOURCES INC	4,837,641	$108M	0.1%	$41.37	—	COM	777779307
PWR	QUANTA SVCS INC	3,797,527	$108M	0.1%	$32.15	-4.2%	COM	74762E102
NI	NISOURCE INC	2,532,751	$107M	0.1%	$7.87	+45.7%	COM	65473P105
GPN	GLOBAL PMTS INC	1,327,994	$107M	0.1%	$25.46	+49.4%	COM	37940X102
ET	ENERGY TRANSFER EQUITY L P	1,858,089	$107M	0.1%	$55.07	—	COM UT LTD PTN	29273V100
—	ISIS PHARMACEUTICALS INC	1,725,800	$107M	0.1%	$26.87	—	COM	464330109
FFIV	F5 NETWORKS INC	816,225	$106M	0.1%	$76.95	+62.0%	COM	315616102
IEX	IDEX CORP	1,366,669	$106M	0.1%	$45.08	+42.9%	COM	45167R104
—	CONSTELLIUM NV	6,467,250	$106M	0.1%	$18.01	—	CL A	N22035104
LAB	FLUIDIGM CORP DEL	3,085,827	$104M	0.1%	$20.87	+35.7%	COM	34385P108
DTE	DTE ENERGY CO	1,186,167	$102M	0.1%	$42.38	+12.7%	COM	233331107
APAM	ARTISAN PARTNERS ASSET MGMT	2,023,619	$102M	0.1%	$20.11	-12.5%	CL A	04316A108
—	LIBERTY GLOBAL PLC	2,068,771	$99.94M	0.1%	$55.62	—	SHS CL C	G5480U120
DECK	DECKERS OUTDOOR CORP	1,096,060	$99.78M	0.1%	$11.26	+35.2%	COM	243537107
—	ENDO INTL PLC	1,378,751	$99.44M	0.1%	$69.52	—	SHS	G30401106
—	CALPINE CORP	4,460,326	$98.71M	0.1%	$20.82	—	COM NEW	131347304
—	LAREDO PETROLEUM INC	9,503,580	$98.36M	0.1%	$21.15	—	COM	516806106
—	ANIXTER INTL INC	1,108,815	$98.09M	0.1%	$86.52	—	COM	035290105
H	HYATT HOTELS CORP	1,628,443	$98.05M	0.1%	$41.26	+37.7%	COM CL A	448579102
—	QLIK TECHNOLOGIES INC	3,148,116	$97.25M	0.1%	$29.39	—	COM	74733T105
ADI	ANALOG DEVICES INC	1,723,267	$95.68M	0.1%	$38.11	+6.5%	COM	032654105
HTLD	HEARTLAND EXPRESS INC	3,538,573	$95.58M	0.1%	$16.52	+53.2%	COM	422347104
SBNY	SIGNATURE BK NEW YORK N Y	758,165	$95.5M	0.1%	$89.00	—	COM	82669G104
DUK	DUKE ENERGY CORP NEW	1,138,455	$95.11M	0.1%	$43.61	+16.9%	COM NEW	26441C204
—	E M C CORP MASS	3,177,037	$94.48M	0.1%	$26.56	—	COM	268648102
—	DELPHI AUTOMOTIVE PLC	1,293,070	$94.03M	0.1%	$68.42	—	SHS	G27823106
—	LORILLARD INC	1,471,772	$92.63M	0.1%	$60.78	—	COM	544147101
VIPS	VIPSHOP HLDGS LTD	4,731,078	$92.44M	0.1%	$26.99	—	SPONSORED ADR	92763W103
ALNY	ALNYLAM PHARMACEUTICALS INC	942,971	$91.47M	0.1%	$31.15	+197.4%	COM	02043Q107
ACAD	ACADIA PHARMACEUTICALS INC	2,874,016	$91.25M	0.1%	$19.55	+45.0%	COM	004225108
—	DSW INC	2,444,720	$91.19M	0.1%	$43.77	—	CL A	23334L102
—	CIMAREX ENERGY CO	858,820	$91.03M	0.1%	$73.36	—	COM	171798101
—	BANK OF THE OZARKS INC	2,399,942	$91.01M	0.1%	$39.92	—	COM	063904106
ODFL	OLD DOMINION FGHT LINES INC	1,169,428	$90.79M	0.1%	$16.11	+48.1%	COM	679580100
—	AIR METHODS CORP	2,060,820	$90.74M	0.1%	$39.21	—	COM PAR $.06	009128307
MOH	MOLINA HEALTHCARE INC	1,690,766	$90.51M	0.1%	$35.86	+35.1%	COM	60855R100
GME	GAMESTOP CORP NEW	2,677,325	$90.49M	0.1%	$6.68	+7.2%	CL A	36467W109
—	WESTAR ENERGY INC	2,189,314	$90.29M	0.1%	$35.53	—	COM	95709T100
CVX	CHEVRON CORP NEW	802,990	$90.08M	0.1%	$70.63	-0.2%	COM	166764100
BKU	BANKUNITED INC	3,095,823	$89.69M	0.1%	$21.94	-3.3%	COM	06652K103
VOD	VODAFONE GROUP PLC NEW	2,574,503	$87.97M	0.1%	$36.81	—	SPNSR ADR NO PAR	92857W308
—	CONSOL ENERGY INC	2,598,266	$87.85M	0.1%	$28.89	—	COM	20854P109
COF	CAPITAL ONE FINL CORP	1,052,711	$86.9M	0.1%	$49.61	+34.1%	COM	14040H105
RRC	RANGE RES CORP	1,612,683	$86.2M	0.1%	$75.19	-14.0%	COM	75281A109
CPRT	COPART INC	2,344,875	$85.56M	0.1%	$4.40	-2.6%	COM	217204106
—	TIME WARNER INC	997,613	$85.22M	0.1%	$75.21	—	COM NEW	887317303
—	CIGNA CORPORATION	822,545	$84.65M	0.1%	$80.46	—	COM	125509109
NCLH	NORWEGIAN CRUISE LINE HLDGS	1,772,421	$82.88M	0.1%	$32.08	+25.1%	SHS	G66721104
—	KANSAS CITY SOUTHERN	669,011	$81.64M	0.1%	$122.03	—	COM NEW	485170302
PG	PROCTER & GAMBLE CO	893,707	$81.41M	0.1%	$58.12	+11.2%	COM	742718109
—	RANDGOLD RES LTD	1,196,892	$80.68M	0.1%	$69.26	—	ADR	752344309
DAL	DELTA AIR LINES INC DEL	1,639,350	$80.64M	0.1%	$24.54	+50.1%	COM NEW	247361702
FLEX	FLEXTRONICS INTL LTD	7,205,141	$80.55M	0.1%	$5.43	+45.7%	ORD	Y2573F102
PB	PROSPERITY BANCSHARES INC	1,448,386	$80.18M	0.1%	$35.46	+17.4%	COM	743606105
RIO	RIO TINTO PLC	1,700,493	$78.33M	0.1%	$45.31	—	SPONSORED ADR	767204100
GM	GENERAL MTRS CO	2,235,739	$78.05M	0.1%	$26.19	-6.5%	COM	37045V100
AWK	AMERICAN WTR WKS CO INC NEW	1,461,776	$77.91M	0.1%	$31.89	+30.3%	COM	030420103
HCA	HCA HOLDINGS INC	1,060,122	$77.8M	0.1%	$35.96	+81.7%	COM	40412C101
PCG	PG&E CORP	1,457,739	$77.61M	0.1%	$40.93	+8.5%	COM	69331C108
ALGN	ALIGN TECHNOLOGY INC	1,386,237	$77.5M	0.1%	$54.32	-2.6%	COM	016255101
TAP	MOLSON COORS BREWING CO	1,038,400	$77.38M	0.1%	$44.44	+27.3%	CL B	60871R209
—	WEST CORP	2,341,344	$77.26M	0.1%	$22.62	—	COM	952355204
PFE	PFIZER INC	2,468,012	$76.88M	0.1%	$16.49	+8.9%	COM	717081103
—	DYNEGY INC NEW DEL	2,489,369	$75.55M	0.1%	$30.96	—	COM	26817R108
TDG	TRANSDIGM GROUP INC	384,730	$75.54M	0.1%	$70.58	+67.0%	COM	893641100
—	HERTZ GLOBAL HOLDINGS INC	2,990,005	$74.57M	0.1%	$26.14	—	COM	42805T105
—	INTERCEPT PHARMACEUTICALS IN	468,341	$73.06M	0.1%	$242.07	—	COM	45845P108
LLY	LILLY ELI & CO	1,051,490	$72.54M	0.1%	$55.19	0.0%	COM	532457108
—	ROVI CORP	3,208,281	$72.47M	0.1%	$21.78	—	COM	779376102
HOLX	HOLOGIC INC	2,684,804	$71.79M	0.1%	$23.23	+11.1%	COM	436440101
—	KATE SPADE & CO	2,235,434	$71.56M	0.1%	$37.09	—	COM	485865109
TRV	TRAVELERS COMPANIES INC	661,916	$70.06M	0.1%	$69.89	+13.0%	COM	89417E109
CDNS	CADENCE DESIGN SYSTEM INC	3,691,264	$70.02M	0.1%	$14.26	+25.9%	COM	127387108
TMO	THERMO FISHER SCIENTIFIC INC	556,660	$69.74M	0.1%	$81.48	+44.2%	COM	883556102
LVS	LAS VEGAS SANDS CORP	1,197,915	$69.67M	0.1%	$56.02	-22.1%	COM	517834107
—	NORTHEAST UTILS	1,296,028	$69.36M	0.1%	$42.38	—	COM	664397106
—	AERIE PHARMACEUTICALS INC	2,369,583	$69.17M	0.1%	$28.09	—	COM	00771V108
—	ELDORADO GOLD CORP NEW	11,331,260	$69.04M	0.1%	$6.31	—	COM	284902103
—	SUPERIOR ENERGY SVCS INC	3,422,604	$68.97M	0.1%	$27.15	—	COM	868157108
WTFC	WINTRUST FINL CORP	1,461,184	$68.33M	0.1%	$41.75	+8.4%	COM	97650W108
—	WESTERN REFNG INC	1,804,576	$68.18M	0.1%	$38.01	—	COM	959319104
—	COLONY FINL INC	2,859,614	$68.12M	0.1%	$20.68	—	COM	19624R106
—	THE ADT CORPORATION	1,874,313	$67.91M	0.1%	$35.35	—	COM	00101J106
—	RICE ENERGY INC	3,237,490	$67.89M	0.1%	$26.51	—	COM	762760106
GIII	G-III APPAREL GROUP LTD	670,205	$67.7M	0.1%	$40.18	+6.6%	COM	36237H101
MCK	MCKESSON CORP	322,957	$67.04M	0.1%	$152.13	+22.8%	COM	58155Q103
AZN	ASTRAZENECA PLC	952,529	$67.04M	0.1%	$70.38	—	SPONSORED ADR	046353108
—	CORE LABORATORIES N V	552,839	$66.53M	0.1%	$153.94	—	COM	N22717107
—	WESTERN GAS EQUITY PARTNERS	1,102,790	$66.42M	0.1%	$43.20	—	COMUNT LTD PT	95825R103
—	CHARTER COMMUNICATIONS INC D	394,942	$65.81M	0.1%	$123.85	—	CL A NEW	16117M305
—	AMSURG CORP	1,177,569	$64.45M	0.1%	$46.49	—	COM	03232P405
—	HERSHA HOSPITALITY TR	9,077,000	$63.81M	0.1%	$5.73	—	SH BEN INT A	427825104
—	MWI VETERINARY SUPPLY INC	375,000	$63.72M	0.1%	$136.93	—	COM	55402X105
AGRO	ADECOAGRO S A	7,925,623	$63.48M	0.1%	$6.87	+12.3%	COM	L00849106
TEX	TEREX CORP NEW	2,276,362	$63.47M	0.1%	$31.20	-8.3%	COM	880779103
GEO	GEO GROUP INC NEW	1,567,211	$63.25M	0.1%	$13.61	+7.5%	COM	36162J106
—	PINNACLE FINL PARTNERS INC	1,587,024	$62.75M	0.1%	$31.33	—	COM	72346Q104
—	REXNORD CORP NEW	2,218,979	$62.6M	0.1%	$24.89	—	COM	76169B102
CVS	CVS HEALTH CORP	640,266	$61.66M	0.1%	$46.98	+37.2%	COM	126650100
VYX	NCR CORP NEW	2,106,109	$61.37M	0.1%	$19.36	-9.3%	COM	62886E108
—	DIAMOND FOODS INC	2,141,068	$60.44M	0.1%	$28.77	—	COM	252603105
—	ALTERA CORP	1,625,239	$60.04M	0.1%	$36.71	—	COM	021441100
KFY	KORN FERRY INTL	2,085,737	$59.99M	0.1%	$15.97	+45.7%	COM NEW	500643200
—	HESS CORP	809,986	$59.79M	0.1%	$82.51	—	COM	42809H107
PEB	PEBBLEBROOK HOTEL TR	1,309,649	$59.76M	0.1%	$26.93	—	COM	70509V100
—	PROTECTIVE LIFE CORP	845,251	$58.87M	0.1%	$38.41	—	COM	743674103
—	SHELL MIDSTREAM PARTNERS L P	1,426,829	$58.47M	0.1%	$40.98	—	UNIT LTD INT	822634101
OGE	OGE ENERGY CORP	1,643,224	$58.3M	0.1%	$35.46	+1.8%	COM	670837103
CW	CURTISS WRIGHT CORP	806,113	$56.9M	0.1%	$44.53	+46.2%	COM	231561101
BHP	BHP BILLITON LTD	1,199,197	$56.75M	0.1%	$58.66	—	SPONSORED ADR	088606108
—	KYTHERA BIOPHARMACEUTICALS I	1,632,169	$56.6M	0.1%	$31.24	—	COM	501570105
—	HILTON WORLDWIDE HLDGS INC	2,163,145	$56.44M	0.1%	$26.09	—	COM	43300A104
—	CENTURYLINK INC	1,422,466	$56.3M	0.1%	$31.85	—	COM	156700106
—	ARATANA THERAPEUTICS INC	3,133,708	$55.84M	0.1%	$14.98	—	COM	03874P101
—	PINNACLE FOODS INC DEL	1,569,226	$55.39M	0.1%	$26.19	—	COM	72348P104
—	EQT MIDSTREAM PARTNERS LP	627,084	$55.18M	0.1%	$87.94	—	UNIT LTD PARTN	26885B100
CNP	CENTERPOINT ENERGY INC	2,346,878	$54.99M	0.1%	$15.27	+6.3%	COM	15189T107
—	SALIX PHARMACEUTICALS INC	477,205	$54.85M	0.1%	$114.94	—	COM	795435106
—	ULTIMATE SOFTWARE GROUP INC	371,855	$54.59M	0.1%	$124.73	—	COM	90385D107
—	COMCAST CORP NEW	946,982	$54.51M	0.1%	$46.21	—	CL A SPL	20030N200
—	FOREST CITY ENTERPRISES INC	2,558,315	$54.49M	0.1%	$20.14	—	CL A	345550107
—	BLUEBIRD BIO INC	592,002	$54.3M	0.1%	$25.46	—	COM	09609G100
—	WHOLE FOODS MKT INC	1,054,752	$53.18M	0.0%	$51.43	—	COM	966837106
ACHC	ACADIA HEALTHCARE COMPANY IN	862,287	$52.78M	0.0%	$32.94	+76.7%	COM	00404A109
—	CORPORATE EXECUTIVE BRD CO	725,734	$52.64M	0.0%	$62.22	—	COM	21988R102
APD	AIR PRODS & CHEMS INC	359,687	$51.88M	0.0%	$94.32	+2.0%	COM	009158106
LYV	LIVE NATION ENTERTAINMENT IN	1,972,818	$51.51M	0.0%	$14.90	+69.3%	COM	538034109
KEP	KOREA ELECTRIC PWR	2,647,201	$51.25M	0.0%	$13.71	—	SPONSORED ADR	500631106
GWRE	GUIDEWIRE SOFTWARE INC	1,011,579	$51.22M	0.0%	$41.94	+17.3%	COM	40171V100
—	GULFPORT ENERGY CORP	1,224,097	$51.09M	0.0%	$50.42	—	COM NEW	402635304
—	RESTORATION HARDWARE HLDGS I	530,992	$50.98M	0.0%	$73.35	—	COM	761283100
—	CORNERSTONE ONDEMAND INC	1,446,151	$50.91M	0.0%	$47.23	—	COM	21925Y103
ZION	ZIONS BANCORPORATION	1,782,927	$50.83M	0.0%	$29.66	-4.9%	COM	989701107
POWI	POWER INTEGRATIONS INC	976,893	$50.54M	0.0%	$18.48	+23.4%	COM	739276103
—	GENMARK DIAGNOSTICS INC	3,699,048	$50.34M	0.0%	$10.54	—	COM	372309104
W	WAYFAIR INC	2,464,824	$48.93M	0.0%	$24.01	0.0%	CL A	94419L101
DAR	DARLING INGREDIENTS INC	2,682,637	$48.72M	0.0%	$21.23	-14.8%	COM	237266101
AR	ANTERO RES CORP	1,188,062	$48.21M	0.0%	$57.58	-16.7%	COM	03674X106
—	NOVADAQ TECHNOLOGIES INC	2,893,695	$48.09M	0.0%	$13.74	—	COM	66987G102
—	AVON PRODS INC	5,083,854	$47.74M	0.0%	$19.73	—	COM	054303102
SMTC	SEMTECH CORP	1,723,279	$47.51M	0.0%	$33.74	-24.3%	COM	816850101
—	PIONEER NAT RES CO	318,156	$47.36M	0.0%	$153.33	—	COM	723787107
GLDD	GREAT LAKES DREDGE & DOCK CO	5,463,934	$46.77M	0.0%	$7.58	-4.4%	COM	390607109
—	MONSTER BEVERAGE CORP	427,881	$46.36M	0.0%	$63.63	—	COM	611740101
—	OVASCIENCE INC	1,047,459	$46.32M	0.0%	$15.89	—	COM	69014Q101
—	ITC HLDGS CORP	1,140,371	$46.1M	0.0%	$59.58	—	COM	465685105
PTEN	PATTERSON UTI ENERGY INC	2,776,281	$46.06M	0.0%	$25.64	-17.7%	COM	703481101
—	MARKWEST ENERGY PARTNERS L P	675,361	$45.38M	0.0%	$72.86	—	UNIT LTD PARTN	570759100
SSYS	STRATASYS LTD	544,330	$45.24M	0.0%	$100.64	+1.7%	SHS	M85548101
—	ANTERO MIDSTREAM PARTNERS LP	1,620,415	$44.56M	0.0%	$27.50	—	UNT LTD PARTN	03673L103
—	TETRAPHASE PHARMACEUTICALS I	1,119,757	$44.47M	0.0%	$20.82	—	COM	88165N105
—	LENDINGCLUB CORP	1,745,363	$44.16M	0.0%	$25.30	—	COM	52603A109
—	POLYCOM INC	3,238,988	$43.73M	0.0%	$13.55	—	COM	73172K104
—	TREEHOUSE FOODS INC	509,332	$43.56M	0.0%	$80.86	—	COM	89469A104
NAVI	NAVIENT CORP	2,001,130	$43.24M	0.0%	$16.58	+20.5%	COM	63938C108
—	VALEANT PHARMACEUTICALS INTL	301,863	$43.2M	0.0%	$126.12	—	COM	91911K102
—	DOMINION MIDSTREAM PARTNERS	1,098,134	$43.05M	0.0%	$39.20	—	COM UT REP LTD	257454108
—	COBALT INTL ENERGY INC	4,806,442	$42.73M	0.0%	$20.43	—	COM	19075F106
PBA	PEMBINA PIPELINE CORP	1,170,541	$42.62M	0.0%	$18.88	+11.9%	COM	706327103
—	PREMIER INC	1,260,294	$42.26M	0.0%	$36.65	—	CL A	74051N102
—	IMPAX LABORATORIES INC	1,328,930	$42.1M	0.0%	$24.23	—	COM	45256B101
—	CLECO CORP NEW	766,862	$41.83M	0.0%	$46.43	—	COM	12561W105
—	JDS UNIPHASE CORP	3,045,002	$41.78M	0.0%	$14.38	—	COM PAR $0.001	46612J507
—	OTONOMY INC	1,243,282	$41.44M	0.0%	$24.29	—	COM	68906L105
—	UNITED TECHNOLOGIES CORP	351,689	$40.44M	0.0%	$115.00	—	COM	913017109
—	TEAM HEALTH HOLDINGS INC	699,763	$40.26M	0.0%	$42.59	—	COM	87817A107
TXRH	TEXAS ROADHOUSE INC	1,179,177	$39.81M	0.0%	$18.53	+37.5%	COM	882681109
—	DEL FRISCOS RESTAURANT GROUP	1,667,319	$39.58M	0.0%	$23.22	—	COM	245077102
CAKE	CHEESECAKE FACTORY INC	786,523	$39.57M	0.0%	$31.16	+21.0%	COM	163072101
—	FMC TECHNOLOGIES INC	842,005	$39.44M	0.0%	$55.52	—	COM	30249U101
COLB	COLUMBIA BKG SYS INC	1,427,338	$39.41M	0.0%	$15.18	+9.7%	COM	197236102
MAN	MANPOWERGROUP INC	577,554	$39.37M	0.0%	$66.46	0.0%	COM	56418H100
—	RETROPHIN INC	3,147,293	$38.52M	0.0%	$17.60	—	COM	761299106
—	DEALERTRACK TECHNOLOGIES INC	867,086	$38.42M	0.0%	$44.31	—	COM	242309102
—	YAHOO INC	759,368	$38.36M	0.0%	$27.32	—	COM	984332106
—	THOMSON REUTERS CORP	935,920	$37.76M	0.0%	$33.00	—	COM	884903105
—	FLOTEK INDS INC DEL	1,989,598	$37.27M	0.0%	$28.81	—	COM	343389102
CCOI	COGENT COMMUNICATIONS HLDGS	1,052,611	$37.25M	0.0%	$15.51	+25.5%	COM NEW	19239V302
BCO	BRINKS CO	1,504,091	$36.72M	0.0%	$22.90	-13.7%	COM	109696104
CNQ	CANADIAN NAT RES LTD	1,182,623	$36.52M	0.0%	$10.06	+2.2%	COM	136385101
—	CIRCOR INTL INC	604,920	$36.47M	0.0%	$54.93	—	COM	17273K109
FDX	FEDEX CORP	208,089	$36.14M	0.0%	$96.73	+48.8%	COM	31428X106
DLR	DIGITAL RLTY TR INC	543,928	$36.06M	0.0%	$44.31	0.0%	COM	253868103
—	MAXIM INTEGRATED PRODS INC	1,115,900	$35.56M	0.0%	$31.34	—	COM	57772K101
—	FLEXION THERAPEUTICS INC	1,747,825	$35.29M	0.0%	$18.24	—	COM	33938J106
INN	SUMMIT HOTEL PPTYS	2,834,790	$35.27M	0.0%	$9.51	—	COM	866082100
BHE	BENCHMARK ELECTRS INC	1,371,660	$34.9M	0.0%	$19.51	-0.0%	COM	08160H101
—	ALDER BIOPHARMACEUTICALS INC	1,183,908	$34.44M	0.0%	$13.41	—	COM	014339105
—	SILVER WHEATON CORP	1,653,137	$33.61M	0.0%	$19.71	—	COM	828336107
—	ENLINK MIDSTREAM LLC	942,645	$33.52M	0.0%	$34.57	—	COM UNIT REP LTD	29336T100
RARE	ULTRAGENYX PHARMACEUTICAL IN	733,702	$32.2M	0.0%	$50.65	-9.5%	COM	90400D108
—	BONANZA CREEK ENERGY INC	1,340,443	$32.17M	0.0%	$36.05	—	COM	097793103
—	FRESH MKT INC	780,578	$32.16M	0.0%	$40.83	—	COM	35804H106
—	JUNIPER NETWORKS INC	1,440,659	$32.16M	0.0%	$20.98	—	COM	48203R104
—	KEURIG GREEN MTN INC	242,741	$32.14M	0.0%	$132.40	—	COM	49271M100
CLDT	CHATHAM LODGING TR	1,107,624	$32.09M	0.0%	$17.61	—	COM	16208T102
—	CHICOS FAS INC	1,979,263	$32.08M	0.0%	$17.06	—	COM	168615102
MC	MOELIS & CO	915,879	$31.99M	0.0%	$14.60	0.0%	CL A	60786M105
—	CRANE CO	538,120	$31.59M	0.0%	$62.09	—	COM	224399105
—	FIRST POTOMAC RLTY TR	2,547,169	$31.48M	0.0%	$13.06	—	COM	33610F109
LULU	LULULEMON ATHLETICA INC	564,093	$31.47M	0.0%	$45.62	0.0%	COM	550021109
BIDU	BAIDU INC	136,801	$31.19M	0.0%	$218.23	—	SPON ADR REP A	056752108
FCX	FREEPORT-MCMORAN INC	1,326,711	$30.99M	0.0%	$25.46	-4.7%	CL B	35671D857
—	CONE MIDSTREAM PARTNERS LP	1,278,173	$30.83M	0.0%	$28.04	—	COM UNIT REPST	206812109
—	WUXI PHARMATECH CAYMAN INC	909,473	$30.62M	0.0%	$22.90	—	SPONS ADR SHS	929352102
—	MARKIT LTD	1,151,120	$30.42M	0.0%	$24.00	—	SHS	G58249106
—	INTERNATIONAL GAME TECHNOLOG	1,747,464	$30.14M	0.0%	$16.71	—	COM	459902102
—	AUSPEX PHARMACEUTICALS INC	560,812	$29.43M	0.0%	$42.59	—	COM	05211J102
—	HEALTHWAYS INC	1,477,532	$29.37M	0.0%	$16.66	—	COM	422245100
EXAS	EXACT SCIENCES CORP	1,066,572	$29.27M	0.0%	$24.34	0.0%	COM	30063P105
—	CAPSTEAD MTG CORP	2,347,368	$28.83M	0.0%	$12.22	—	COM NO PAR	14067E506
XIFR	NEXTERA ENERGY PARTNERS LP	831,143	$28.05M	0.0%	$34.81	-1.6%	COM UNIT PART IN	65341B106
—	ROWAN COMPANIES PLC	1,197,968	$27.94M	0.0%	$34.07	—	SHS CL A	G7665A101
—	BARRICK GOLD CORP	2,564,380	$27.57M	0.0%	$14.14	—	COM	067901108
—	POLYPORE INTL INC	584,879	$27.52M	0.0%	$40.30	—	COM	73179V103
—	DYAX CORP	1,921,305	$27.01M	0.0%	$10.12	—	COM	26746E103
BTG	B2GOLD CORP	16,360,005	$26.75M	0.0%	$1.98	-26.8%	COM	11777Q209
BOKF	BOK FINL CORP	440,508	$26.45M	0.0%	$47.31	+2.8%	COM NEW	05561Q201
AEM	AGNICO EAGLE MINES LTD	1,060,687	$26.4M	0.0%	$30.56	-29.7%	COM	008474108
SGMO	SANGAMO BIOSCIENCES INC	1,713,649	$26.07M	0.0%	$10.77	+12.8%	COM	800677106
—	LIFEPOINT HOSPITALS INC	361,238	$25.98M	0.0%	$48.84	—	COM	53219L109
—	POLYONE CORP	663,086	$25.14M	0.0%	$39.56	—	COM	73179P106
MELI	MERCADOLIBRE INC	192,960	$24.64M	0.0%	$105.98	+17.8%	COM	58733R102
—	DYNEGY INC NEW DEL	242,947	$24.55M	0.0%	$101.03	—	PFD CONV SER A	26817R207
—	MEDICINES CO	880,484	$24.36M	0.0%	$31.27	—	COM	584688105
TBI	TRUEBLUE INC	1,081,821	$24.07M	0.0%	$26.77	-11.4%	COM	89785X101
MPWR	MONOLITHIC PWR SYS INC	483,719	$24.06M	0.0%	$39.84	+1.8%	COM	609839105
SCCO	SOUTHERN COPPER CORP	849,108	$23.95M	0.0%	$20.40	-6.9%	COM	84265V105
—	NEWFIELD EXPL CO	868,922	$23.57M	0.0%	$25.68	—	COM	651290108
—	SOUTHWESTERN ENERGY CO	861,074	$23.5M	0.0%	$41.19	—	COM	845467109
—	BANKRATE INC DEL	1,850,187	$23M	0.0%	$17.01	—	COM	06647F102
UNH	UNITEDHEALTH GROUP INC	226,731	$22.92M	0.0%	$50.75	+56.2%	COM	91324P102
—	VALIDUS HOLDINGS LTD	549,568	$22.84M	0.0%	$36.33	—	COM SHS	G9319H102
—	APPLIED GENETIC TECHNOL CORP	1,080,217	$22.71M	0.0%	$21.55	—	COM	03820J100
HP	HELMERICH & PAYNE INC	322,488	$21.74M	0.0%	$62.17	+25.3%	COM	423452101
—	OASIS PETE INC NEW	1,313,234	$21.72M	0.0%	$50.59	—	COM	674215108
—	ENDO INTL PLC	300,000	$21.64M	0.0%	$69.52	—	Call	G30401106
—	CHIMERIX INC	530,994	$21.38M	0.0%	$18.34	—	COM	16934W106
—	PROOFPOINT INC	442,990	$21.36M	0.0%	$37.13	—	COM	743424103
—	PLAINS GP HLDGS L P	826,231	$21.22M	0.0%	$28.85	—	SHS A REP LTPN	72651A108
—	KOSMOS ENERGY LTD	2,507,105	$21.04M	0.0%	$10.13	—	SHS	G5315B107
UNFI	UNITED NAT FOODS INC	271,691	$21.01M	0.0%	$58.34	+21.2%	COM	911163103
—	TAHOE RES INC	1,483,468	$20.62M	0.0%	$15.06	—	COM	873868103
—	HOUGHTON MIFFLIN HARCOURT CO	961,410	$19.91M	0.0%	$17.23	—	COM	44157R109
—	CARDIOVASCULAR SYS INC DEL	661,603	$19.9M	0.0%	$32.40	—	COM	141619106
NBIX	NEUROCRINE BIOSCIENCES INC	882,155	$19.71M	0.0%	$18.95	0.0%	COM	64125C109
ALB	ALBEMARLE CORP	320,749	$19.29M	0.0%	$54.49	-8.3%	COM	012653101
—	INVESTORS BANCORP INC NEW	1,686,653	$18.93M	0.0%	$11.15	—	COM	46146L101
—	CHIMERA INVT CORP	5,878,774	$18.7M	0.0%	$3.00	—	COM	16934Q109
—	RICE MIDSTREAM PARTNERS LP	1,108,120	$18.56M	0.0%	$16.75	—	UNIT LTD PARTN	762819100
KGC	KINROSS GOLD CORP	6,508,608	$18.35M	0.0%	$5.04	-44.3%	COM NO PAR	496902404
—	PARKWAY PPTYS INC	989,197	$18.19M	0.0%	$19.66	—	COM	70159Q104
—	PORTOLA PHARMACEUTICALS INC	641,299	$18.16M	0.0%	$24.57	—	COM	737010108
—	ISIS PHARMACEUTICALS INC	285,000	$17.6M	0.0%	$26.87	—	Put	464330109
—	GW PHARMACEUTICALS PLC	258,914	$17.52M	0.0%	$67.68	—	ADS	36197T103
AGIO	AGIOS PHARMACEUTICALS INC	156,277	$17.51M	0.0%	$25.53	+249.7%	COM	00847X104
—	CYTEC INDS INC	372,195	$17.18M	0.0%	$70.69	—	COM	232820100
—	TUESDAY MORNING CORP	790,752	$17.16M	0.0%	$20.10	—	COM NEW	899035505
—	ORBCOMM INC	2,574,364	$16.84M	0.0%	$4.89	—	COM	68555P100
—	BELLICUM PHARMACEUTICALS INC	751,106	$16.83M	0.0%	$22.41	—	COM	079481107
—	MARKETO INC	499,419	$16.34M	0.0%	$34.81	—	COM	57063L107
—	ACORDA THERAPEUTICS INC	396,553	$16.21M	0.0%	$33.71	—	COM	00484M106
NNBR	NN INC	787,322	$16.19M	0.0%	$21.98	-10.6%	COM	629337106
IMAX	IMAX CORP	520,602	$16.09M	0.0%	$27.60	+6.0%	COM	45245E109
MMI	MARCUS & MILLICHAP INC	481,501	$16.01M	0.0%	$14.48	+96.7%	COM	566324109
—	KINDRED BIOSCIENCES INC	2,142,466	$15.96M	0.0%	$12.54	—	COM	494577109
—	FEI CO	174,311	$15.75M	0.0%	$102.61	—	COM	30241L109
—	INTERXION HOLDING N.V	569,362	$15.57M	0.0%	$25.44	—	SHS	N47279109
DORM	DORMAN PRODUCTS INC	317,625	$15.33M	0.0%	$50.08	-7.5%	COM	258278100
—	VIVINT SOLAR INC	1,654,359	$15.25M	0.0%	$9.22	—	COM	92854Q106
—	CALITHERA BIOSCIENCES INC	737,999	$14.91M	0.0%	$20.20	—	COM	13089P101
PRTA	PROTHENA CORP PLC	700,754	$14.55M	0.0%	$16.87	+23.7%	SHS	G72800108
—	DISCOVERY COMMUNICATNS NEW	420,583	$14.49M	0.0%	$80.16	—	COM SER A	25470F104
—	DISCOVERY COMMUNICATNS NEW	428,853	$14.46M	0.0%	$37.28	—	COM SER C	25470F302
—	CASTLIGHT HEALTH INC	1,229,053	$14.38M	0.0%	$12.01	—	CL B	14862Q100
—	CALLAWAY GOLF CO	12,750,000	$14.29M	0.0%	$1.23	—	NOTE 3.750% 8/1	131193AC8
—	INDEPENDENCE CONTRACT DRIL I	2,607,472	$13.61M	0.0%	$11.35	—	COM	453415309
DEI	DOUGLAS EMMETT INC	447,800	$12.72M	0.0%	$25.05	—	COM	25960P109
ABG	ASBURY AUTOMOTIVE GROUP INC	167,081	$12.69M	0.0%	$40.26	+78.2%	COM	043436104
—	METALDYNE PERFORMANCE GROUP	712,224	$12.36M	0.0%	$17.36	—	COM	59116R107
PRQR	PROQR THRAPEUTICS N V	569,958	$12.35M	0.0%	$16.02	-5.3%	SHS EURO	N71542109
EGBN	EAGLE BANCORP INC MD	344,725	$12.24M	0.0%	$26.89	0.0%	COM	268948106
—	FLAMEL TECHNOLOGIES SA	711,507	$12.19M	0.0%	$13.40	—	SPONSORED ADR	338488109
—	ZOES KITCHEN INC	402,554	$12.04M	0.0%	$30.55	—	COM	98979J109
INSM	INSMED INC	762,603	$11.8M	0.0%	$15.08	-5.9%	COM PAR $.01	457669307
—	LUMOS NETWORKS CORP	671,602	$11.3M	0.0%	$17.45	—	COM	550283105
—	WABCO HLDGS INC	103,535	$10.85M	0.0%	$88.66	—	COM	92927K102
EGRX	EAGLE PHARMACEUTICALS INC	688,843	$10.68M	0.0%	$12.53	+1.9%	COM	269796108
—	ANACOR PHARMACEUTICALS INC	330,836	$10.67M	0.0%	$32.25	—	COM	032420101
—	DERMA SCIENCES INC	1,136,666	$10.58M	0.0%	$13.35	—	COM PAR $.01	249827502
—	DBV TECHNOLOGIES S A	372,565	$10.1M	0.0%	$27.12	—	SPONSORED ADR	23306J101
—	CYMABAY THERAPEUTICS INC	993,500	$9.766M	0.0%	$6.84	—	COM	23257D103
QLYS	QUALYS INC	252,092	$9.516M	0.0%	$22.51	+48.2%	COM	74758T303
—	DERMIRA INC	523,978	$9.489M	0.0%	$18.11	—	COM	24983L104
—	SYNTA PHARMACEUTICALS CORP	3,529,809	$9.354M	0.0%	$5.00	—	COM	87162T206
—	ZAFGEN INC	292,052	$9.007M	0.0%	$19.65	—	COM	98885E103
—	TANDEM DIABETES CARE INC	699,965	$8.89M	0.0%	$23.65	—	COM	875372104
—	SPECTRANETICS CORP	256,456	$8.868M	0.0%	$34.58	—	COM	84760C107
QTWO	Q2 HLDGS INC	462,285	$8.709M	0.0%	$17.03	0.0%	COM	74736L109
MPLX	MPLX LP	113,977	$8.376M	0.0%	$36.89	—	COM UNIT REP LTD	55336V100
—	PHILLIPS 66 PARTNERS LP	118,734	$8.184M	0.0%	$32.88	—	COM UNIT REP INT	718549207
NTCT	NETSCOUT SYS INC	217,551	$7.949M	0.0%	$25.44	+48.2%	COM	64115T104
—	ATARA BIOTHERAPEUTICS INC	293,695	$7.856M	0.0%	$26.75	—	COM	046513107
—	ASSEMBLY BIOSCIENCES INC	893,913	$7.026M	0.0%	$8.01	—	COM	045396108
—	FIBROCELL SCIENCE INC	2,679,685	$6.86M	0.0%	$4.38	—	COM NEW	315721209
ENB	ENBRIDGE INC	132,826	$6.829M	0.0%	$22.51	+12.6%	COM	29250N105
—	REGULUS THERAPEUTICS INC	402,075	$6.449M	0.0%	$10.73	—	COM	75915K101
—	ENERGY TRANSFER PRTNRS L P	97,138	$6.314M	0.0%	$62.31	—	UNIT LTD PARTN	29273R109
—	NATIONAL GRID PLC	84,180	$5.948M	0.0%	$60.47	—	SPON ADR NEW	636274300
—	NEVRO CORP	146,875	$5.68M	0.0%	$38.67	—	COM	64157F103
OMER	OMEROS CORP	217,371	$5.386M	0.0%	$12.28	+48.3%	COM	682143102
—	TALLGRASS ENERGY PARTNERS LP	120,501	$5.386M	0.0%	$45.07	—	COM UNIT	874697105
BC	BRUNSWICK CORP	104,660	$5.365M	0.0%	$35.93	+8.5%	COM	117043109
WBS	WEBSTER FINL CORP CONN	163,606	$5.322M	0.0%	$26.81	+15.3%	COM	947890109
—	TORNIER N V	205,021	$5.228M	0.0%	$17.50	—	SHS	N87237108
XOM	EXXON MOBIL CORP	56,097	$5.186M	0.0%	$54.16	+7.1%	COM	30231G102
—	EXTENDED STAY AMER INC	263,299	$5.084M	0.0%	$25.24	—	UNIT 99/99/9999B	30224P200
—	MEDGENICS INC	981,192	$4.965M	0.0%	$5.06	—	COM NEW	58436Q203
VLY	VALLEY NATL BANCORP	505,336	$4.907M	0.0%	$9.85	-1.6%	COM	919794107
—	SUNEDISON INC	248,377	$4.846M	0.0%	$18.91	—	COM	86732Y109
PIPR	PIPER JAFFRAY COS	77,399	$4.496M	0.0%	$36.98	+48.5%	COM	724078100
—	KITE PHARMA INC	77,821	$4.488M	0.0%	$28.50	—	COM	49803L109
IWF	ISHARES TR	46,396	$4.436M	0.0%	$93.69	—	RUS 1000 GRW ETF	464287614
—	FOAMIX PHARMACEUTICALS LTD	607,648	$4.26M	0.0%	$5.45	—	SHS	M46135105
—	AVALANCHE BIOTECHNOLOGIES IN	78,233	$4.225M	0.0%	$34.19	—	COM	05337G107
—	DENBURY RES INC	506,531	$4.118M	0.0%	$17.05	—	COM NEW	247916208
—	VERASTEM INC	448,338	$4.098M	0.0%	$13.23	—	COM	92337C104
—	ZS PHARMA INC	97,186	$4.04M	0.0%	$39.23	—	COM	98979G105
GLW	CORNING INC	174,736	$4.007M	0.0%	$15.20	0.0%	COM	219350105
—	VASCULAR BIOGENICS LTD	662,795	$3.917M	0.0%	$5.91	—	COM	M96883109
HURN	HURON CONSULTING GROUP INC	57,245	$3.915M	0.0%	$42.58	+57.0%	COM	447462102
—	LASALLE HOTEL PPTYS	94,837	$3.838M	0.0%	$35.26	—	COM SH BEN INT	517942108
—	XENOPORT INC	437,571	$3.837M	0.0%	$4.97	—	COM	98411C100
RBC	RBC BEARINGS INC	59,024	$3.809M	0.0%	$49.24	+23.2%	COM	75524B104
—	PLATINUM GROUP METALS LTD	7,817,422	$3.806M	0.0%	$0.90	—	COM NEW	72765Q205
MOG/A	MOOG INC	50,789	$3.76M	0.0%	$44.53	+49.9%	CL A	615394202
—	AETNA INC NEW	42,243	$3.752M	0.0%	$72.72	—	COM	00817Y108
—	KRAFT FOODS GROUP INC	59,692	$3.74M	0.0%	$57.55	—	COM	50076Q106
—	TENNECO INC	65,563	$3.712M	0.0%	$45.68	—	COM	880349105
DE	DEERE & CO	41,464	$3.668M	0.0%	$70.62	0.0%	COM	244199105
—	COMPUTER SCIENCES CORP	58,092	$3.663M	0.0%	$61.15	—	COM	205363104
MRSH	MARSH & MCLENNAN COS INC	63,469	$3.633M	0.0%	$40.09	+12.8%	COM	571748102
BRK/B	BERKSHIRE HATHAWAY INC DEL	23,672	$3.554M	0.0%	$115.51	+25.0%	CL B NEW	084670702
—	KELLOGG CO	54,214	$3.548M	0.0%	$40.67	0.0%	COM	487836108
JNJ	JOHNSON & JOHNSON	33,801	$3.535M	0.0%	$61.05	+26.6%	COM	478160104
BEN	FRANKLIN RES INC	63,625	$3.523M	0.0%	$33.29	-0.2%	COM	354613101
PEP	PEPSICO INC	37,196	$3.517M	0.0%	$68.61	0.0%	COM	713448108
SUN	SUNOCO LP	70,411	$3.504M	0.0%	$49.76	—	COM U REP LP	86765K109
DXCM	DEXCOM INC	61,413	$3.381M	0.0%	$6.35	+92.8%	COM	252131107
PFS	PROVIDENT FINL SVCS INC	186,223	$3.363M	0.0%	$9.63	+9.9%	COM	74386T105
VZ	VERIZON COMMUNICATIONS INC	70,996	$3.321M	0.0%	$25.88	+6.9%	COM	92343V104
—	BLACKROCK INC	9,150	$3.272M	0.0%	$328.34	—	COM	09247X101
IT	GARTNER INC	38,523	$3.244M	0.0%	$59.06	+37.6%	COM	366651107
MGNX	MACROGENICS INC	88,866	$3.117M	0.0%	$26.16	-4.7%	COM	556099109
AVT	AVNET INC	69,168	$2.976M	0.0%	$33.92	-2.1%	COM	053807103
—	UNITED TECHNOLOGIES CORP	48,297	$2.962M	0.0%	$59.36	—	UNIT 99/99/9999	913017117
PLXS	PLEXUS CORP	71,083	$2.929M	0.0%	$36.50	+6.9%	COM	729132100
SPG	SIMON PPTY GROUP INC NEW	15,628	$2.846M	0.0%	$102.84	0.0%	COM	828806109
CAPL	CROSSAMERICA PARTNERS LP	70,560	$2.843M	0.0%	$40.29	—	UT LTD PTN INT	22758A105
M	MACYS INC	42,819	$2.815M	0.0%	$46.75	+29.4%	COM	55616P104
ADM	ARCHER DANIELS MIDLAND CO	51,630	$2.685M	0.0%	$26.08	+38.1%	COM	039483102
AMGN	AMGEN INC	16,791	$2.675M	0.0%	$113.30	0.0%	COM	031162100
CQP	CHENIERE ENERGY PARTNERS LP	82,732	$2.647M	0.0%	$32.40	—	COM UNIT	16411Q101
WWD	WOODWARD INC	51,333	$2.527M	0.0%	$34.67	+32.5%	COM	980745103
SYY	SYSCO CORP	62,350	$2.475M	0.0%	$28.86	0.0%	COM	871829107
—	WILLIAMS PARTNERS L P	55,062	$2.464M	0.0%	$52.72	—	COM UNIT L P	96950F104
WLKP	WESTLAKE CHEM PARTNERS LP	82,930	$2.405M	0.0%	$29.00	—	COM UNIT RP LP	960417103
—	HFF INC	65,241	$2.343M	0.0%	$25.49	—	CL A	40418F108
—	HOLLYFRONTIER CORP	62,116	$2.328M	0.0%	$37.48	—	COM	436106108
MO	ALTRIA GROUP INC	46,367	$2.285M	0.0%	$22.83	+4.1%	COM	02209S103
—	JIVE SOFTWARE INC	376,446	$2.27M	0.0%	$16.28	—	COM	47760A108
BXP	BOSTON PROPERTIES INC	17,327	$2.23M	0.0%	$79.21	0.0%	COM	101121101
—	CARA THERAPEUTICS INC	223,082	$2.224M	0.0%	$18.61	—	COM	140755109
COP	CONOCOPHILLIPS	31,855	$2.2M	0.0%	$47.32	+3.3%	COM	20825C104
INTC	INTEL CORP	60,557	$2.198M	0.0%	$23.14	+15.1%	COM	458140100
—	WESTERN REFNG LOGISTICS LP	71,076	$2.168M	0.0%	$33.61	—	COM UNIT REP LTP	95931Q205
LMT	LOCKHEED MARTIN CORP	11,099	$2.137M	0.0%	$137.24	0.0%	COM	539830109
NUE	NUCOR CORP	43,387	$2.128M	0.0%	$37.70	+5.4%	COM	670346105
EVR	EVERCORE PARTNERS INC	40,319	$2.112M	0.0%	$32.29	+21.5%	CLASS A	29977A105
GBCI	GLACIER BANCORP INC NEW	75,960	$2.109M	0.0%	$13.75	+35.5%	COM	37637Q105
VLO	VALERO ENERGY CORP NEW	42,316	$2.095M	0.0%	$32.63	-3.5%	COM	91913Y100
—	PHARMERICA CORP	100,862	$2.089M	0.0%	$16.15	—	COM	71714F104
—	STANCORP FINL GROUP INC	29,810	$2.083M	0.0%	$49.41	—	COM	852891100
—	SUNOCO LOGISTICS PRTNRS L P	49,700	$2.076M	0.0%	$49.89	—	COM UNITS	86764L108
—	CHESAPEAKE ENERGY CORP	106,030	$2.075M	0.0%	$22.10	—	COM	165167107
—	DOW CHEM CO	45,437	$2.072M	0.0%	$40.77	—	COM	260543103
PPG	PPG INDS INC	8,940	$2.066M	0.0%	$71.45	+19.2%	COM	693506107
XME	SPDR SERIES TRUST	66,583	$2.055M	0.0%	$37.68	—	S&P METALS MNG	78464A755
TDY	TELEDYNE TECHNOLOGIES INC	19,958	$2.05M	0.0%	$76.20	+32.8%	COM	879360105
—	INNOCOLL AG	347,263	$2.045M	0.0%	$6.60	—	SPONSORED ADR	45780Q103
—	ENBRIDGE ENERGY PARTNERS L P	51,146	$2.041M	0.0%	$39.06	—	COM	29250R106
—	FIRSTMERIT CORP	106,665	$2.015M	0.0%	$20.82	—	COM	337915102
MANH	MANHATTAN ASSOCS INC	49,482	$2.015M	0.0%	$30.41	+25.8%	COM	562750109
—	DST SYS INC DEL	21,367	$2.012M	0.0%	$72.39	—	COM	233326107
HON	HONEYWELL INTL INC	20,052	$2.004M	0.0%	$68.28	0.0%	COM	438516106
—	BAKER HUGHES INC	35,664	$2M	0.0%	$55.05	—	COM	057224107
—	MAGELLAN HEALTH INC	33,243	$1.996M	0.0%	$56.08	—	COM NEW	559079207
—	ALCOA INC	126,294	$1.994M	0.0%	$11.15	—	COM	013817101
CTRA	CABOT OIL & GAS CORP	66,887	$1.981M	0.0%	$24.21	-5.9%	COM	127097103
XLE	SELECT SECTOR SPDR TR	24,473	$1.937M	0.0%	$92.99	—	SBI INT-ENERGY	81369Y506
JACK	JACK IN THE BOX INC	24,120	$1.929M	0.0%	$68.29	+6.7%	COM	466367109
PODD	INSULET CORP	41,839	$1.927M	0.0%	$28.33	+51.0%	COM	45784P101
NEM	NEWMONT MINING CORP	101,489	$1.918M	0.0%	$19.91	-21.1%	COM	651639106
—	ARCELORMITTAL SA LUXEMBOURG	172,692	$1.905M	0.0%	$12.11	—	NY REGISTRY SH	03938L104
RLI	RLI CORP	38,266	$1.89M	0.0%	$14.18	+8.6%	COM	749607107
—	HEALTH CARE REIT INC	24,963	$1.889M	0.0%	$75.67	—	COM	42217K106
EQT	EQT CORP	24,674	$1.868M	0.0%	$44.51	-2.5%	COM	26884L109
—	INFINERA CORPORATION	126,607	$1.864M	0.0%	$11.31	—	COM	45667G103
ORCL	ORACLE CORP	41,282	$1.856M	0.0%	$34.50	0.0%	COM	68389X105
—	REVANCE THERAPEUTICS INC	109,125	$1.849M	0.0%	$33.61	—	COM	761330109
—	APACHE CORP	28,324	$1.775M	0.0%	$70.71	—	COM	037411105
ZUMZ	ZUMIEZ INC	45,372	$1.753M	0.0%	$29.60	+15.4%	COM	989817101
—	SUMMIT MIDSTREAM PARTNERS LP	45,735	$1.738M	0.0%	$45.74	—	COM UNIT LTD	866142102
—	ACCESS MIDSTREAM PARTNERS L	31,263	$1.694M	0.0%	$59.53	—	UNIT	00434L109
—	ROYAL DUTCH SHELL PLC	25,151	$1.684M	0.0%	$67.61	—	SPONS ADR A	780259206
POST	POST HLDGS INC	40,136	$1.681M	0.0%	$24.68	0.0%	COM	737446104
MTH	MERITAGE HOMES CORP	45,731	$1.646M	0.0%	$21.30	-14.3%	COM	59001A102
IGE	ISHARES TR	42,703	$1.636M	0.0%	$38.31	—	NA NAT RES	464287374
—	GOLDCORP INC NEW	88,362	$1.636M	0.0%	$23.20	—	COM	380956409
MCD	MCDONALDS CORP	17,212	$1.613M	0.0%	$70.55	0.0%	COM	580135101
USAC	USA COMPRESSION PARTNERS LP	95,131	$1.578M	0.0%	$22.37	—	COMUNIT LTDPAR	90290N109
—	HEALTH NET INC	28,729	$1.538M	0.0%	$47.24	—	COM	42222G108
FULT	FULTON FINL CORP PA	123,280	$1.524M	0.0%	$7.81	-0.2%	COM	360271100
—	APOLLO ED GROUP INC	44,421	$1.515M	0.0%	$31.27	—	CL A	037604105
—	CONTINENTAL RESOURCES INC	39,133	$1.501M	0.0%	$56.71	—	COM	212015101
CAH	CARDINAL HEALTH INC	18,350	$1.481M	0.0%	$53.32	+9.0%	COM	14149Y108
IYH	ISHARES TR	10,249	$1.477M	0.0%	—	—	Put	464287762
LEN	LENNAR CORP	32,666	$1.464M	0.0%	$34.52	+8.8%	CL A	526057104
—	BOULDER BRANDS INC	132,266	$1.463M	0.0%	$12.77	—	COM	101405108
CMP	COMPASS MINERALS INTL INC	16,625	$1.444M	0.0%	$60.85	0.0%	COM	20451N101
—	LUXOTTICA GROUP S P A	26,519	$1.444M	0.0%	$52.03	—	SPONSORED ADR	55068R202
—	ENABLE MIDSTREAM PARTNERS LP	73,873	$1.432M	0.0%	$25.21	—	COM UNIT RP IN	292480100
—	MAGELLAN MIDSTREAM PRTNRS LP	16,939	$1.4M	0.0%	$76.45	—	COM UNIT RP LP	559080106
—	HEALTHSOUTH CORP	36,380	$1.399M	0.0%	$35.42	—	COM NEW	421924309
EPD	ENTERPRISE PRODS PARTNERS L	38,258	$1.382M	0.0%	$44.47	—	COM	293792107
EEFT	EURONET WORLDWIDE INC	25,069	$1.376M	0.0%	$42.70	+24.9%	COM	298736109
—	IMPERVA INC	27,435	$1.356M	0.0%	$35.21	—	COM	45321L100
WSFS	WSFS FINL CORP	17,075	$1.313M	0.0%	$17.09	+47.7%	COM	929328102
—	INPHI CORP	70,844	$1.309M	0.0%	$11.04	—	COM	45772F107
—	REGENCY ENERGY PARTNERS L P	54,317	$1.304M	0.0%	$30.41	—	COM UNITS L P	75885Y107
CHEF	CHEFS WHSE INC	56,412	$1.3M	0.0%	$21.48	-18.0%	COM	163086101
NDSN	NORDSON CORP	16,463	$1.283M	0.0%	$60.57	+11.0%	COM	655663102
—	MCEWEN MNG INC	1,151,807	$1.279M	0.0%	$1.74	—	COM	58039P107
IBB	ISHARES TR	4,204	$1.275M	0.0%	—	—	Put	464287556
—	DCP MIDSTREAM PARTNERS LP	27,973	$1.271M	0.0%	$49.60	—	COM UT LTD PTN	23311P100
EXR	EXTRA SPACE STORAGE INC	21,612	$1.267M	0.0%	$29.90	+27.1%	COM	30225T102
CE	CELANESE CORP DEL	21,036	$1.261M	0.0%	$47.89	-1.3%	COM SER A	150870103
BLMN	BLOOMIN BRANDS INC	50,848	$1.259M	0.0%	$16.48	-1.7%	COM	094235108
—	WEBMD HEALTH CORP	31,396	$1.242M	0.0%	$39.78	—	COM	94770V102
—	FOOT LOCKER INC	22,063	$1.239M	0.0%	$41.11	—	COM	344849104
—	ITT CORP NEW	30,458	$1.232M	0.0%	$43.99	—	COM NEW	450911201
OSK	OSHKOSH CORP	25,236	$1.228M	0.0%	$41.92	-9.0%	COM	688239201
—	INSPIREMD INC	1,575,475	$1.225M	0.0%	$2.20	—	COM NEW	45779A309
HOMB	HOME BANCSHARES INC	37,462	$1.205M	0.0%	$11.53	+34.4%	COM	436893200
—	ROSE ROCK MIDSTREAM L P	26,294	$1.195M	0.0%	$44.87	—	COM U REP LTD	777149105
TS	TENARIS S A	39,411	$1.191M	0.0%	$30.22	—	SPONSORED ADR	88031M109
—	FINISAR CORP	60,504	$1.174M	0.0%	$17.24	—	COM NEW	31787A507
—	IRON MTN INC	29,963	$1.158M	0.0%	$38.65	—	COM	462846106
—	OILTANKING PARTNERS L P	24,376	$1.135M	0.0%	$57.53	—	UNIT LTD	678049107
—	WESCO AIRCRAFT HLDGS INC	78,571	$1.098M	0.0%	$14.88	—	COM	950814103
—	TEEKAY CORPORATION	21,489	$1.094M	0.0%	$63.71	—	COM	Y8564W103
GAP	GAP INC DEL	25,778	$1.086M	0.0%	$26.66	0.0%	COM	364760108
TREX	TREX CO INC	25,492	$1.085M	0.0%	$7.98	+24.8%	COM	89531P105
—	NUSTAR ENERGY LP	18,765	$1.084M	0.0%	$58.61	—	UNIT COM	67058H102
BJRI	BJS RESTAURANTS INC	21,004	$1.055M	0.0%	$42.67	0.0%	COM	09180C106
RGP	RESOURCES CONNECTION INC	63,129	$1.038M	0.0%	$11.89	+27.1%	COM	76122Q105
OC	OWENS CORNING NEW	27,412	$982K	0.0%	$35.16	-5.5%	COM	690742101
NAK	NORTHERN DYNASTY MINERALS LT	2,405,557	$975K	0.0%	$2.48	-83.4%	COM NEW	66510M204
NTGR	NETGEAR INC	26,358	$938K	0.0%	$20.28	+3.5%	COM	64111Q104
—	FINANCIAL ENGINES INC	25,361	$927K	0.0%	$57.54	—	COM	317485100
DHI	D R HORTON INC	36,434	$921K	0.0%	$19.77	+4.7%	COM	23331A109
—	EVERYDAY HEALTH INC	60,950	$899K	0.0%	$14.75	—	COM	300415106
—	ASHLAND INC NEW	7,230	$866K	0.0%	$119.78	—	COM	044209104
—	ATLAS PIPELINE PARTNERS LP	31,221	$851K	0.0%	$32.50	—	UNIT L P INT	049392103
—	WHITEWAVE FOODS CO	23,862	$835K	0.0%	$36.34	—	COM	966244105
—	ENSCO PLC	26,865	$805K	0.0%	$43.65	—	SHS CLASS A	G3157S106
KRC	KILROY RLTY CORP	11,256	$777K	0.0%	$69.03	—	COM	49427F108
—	KRATON PERFORMANCE POLYMERS	36,595	$761K	0.0%	$20.80	—	COM	50077C106
—	WESTERN GAS PARTNERS LP	10,228	$747K	0.0%	$67.98	—	COM UNIT LP IN	958254104
—	BLUEKNIGHT ENERGY PARTNERS L	112,041	$745K	0.0%	$8.24	—	COM UNIT	09625U109
—	LAZARD LTD	14,881	$744K	0.0%	$50.00	—	SHS A	G54050102
NGVC	NATURAL GROCERS BY VITAMIN C	25,632	$722K	0.0%	$19.64	-24.4%	COM	63888U108
—	ESTERLINE TECHNOLOGIES CORP	6,536	$717K	0.0%	$109.70	—	COM	297425100
—	CONSOLIDATED COMM HLDGS INC	25,309	$704K	0.0%	$27.82	—	COM	209034107
SGI	TEMPUR SEALY INTL INC	12,580	$691K	0.0%	$14.25	-4.2%	COM	88023U101
—	NAVIGATORS GROUP INC	9,289	$681K	0.0%	$57.03	—	COM	638904102
—	TRW AUTOMOTIVE HLDGS CORP	6,588	$678K	0.0%	$71.93	—	COM	87264S106
—	SUSQUEHANNA BANCSHARES INC P	49,833	$669K	0.0%	$11.94	—	COM	869099101
IYH	ISHARES TR	4,565	$658K	0.0%	—	—	Call	464287762
DPZ	DOMINOS PIZZA INC	6,845	$645K	0.0%	$79.17	0.0%	COM	25754A201
—	BIOSCRIP INC	91,993	$643K	0.0%	$11.65	—	COM	09069N108
—	INTERSECT ENT INC	34,023	$631K	0.0%	$15.49	—	COM	46071F103
SHOO	MADDEN STEVEN LTD	18,829	$599K	0.0%	$19.33	-4.8%	COM	556269108
IBB	ISHARES TR	1,881	$571K	0.0%	—	—	Call	464287556
—	BROADSOFT INC	19,380	$562K	0.0%	$27.60	—	COM	11133B409
OMCL	OMNICELL INC	16,909	$560K	0.0%	$18.51	+66.9%	COM	68213N109
RNST	RENASANT CORP	19,304	$558K	0.0%	$23.22	+23.5%	COM	75970E107
SPY	SPDR S&P 500 ETF TR	2,682	$551K	0.0%	$205.44	—	TR UNIT	78462F103
—	VERIFONE SYS INC	14,017	$521K	0.0%	$36.49	—	COM	92342Y109
MDY	SPDR S&P MIDCAP 400 ETF TR	1,896	$500K	0.0%	$263.71	—	UTSER1 S&PDCRP	78467Y107
—	FRANCESCAS HLDGS CORP	29,897	$499K	0.0%	$16.61	—	COM	351793104
—	DUN & BRADSTREET CORP DEL NE	3,953	$478K	0.0%	$112.23	—	COM	26483E100
—	EXELIS INC	27,111	$475K	0.0%	$19.01	—	COM	30162A108
—	ANN INC	12,372	$451K	0.0%	$41.45	—	COM	035623107
—	WADDELL & REED FINL INC	8,588	$428K	0.0%	$49.43	—	CL A	930059100
—	PIER 1 IMPORTS INC	27,470	$423K	0.0%	$23.49	—	COM	720279108
—	SCHULMAN A INC	10,267	$416K	0.0%	$40.52	—	COM	808194104
—	PAREXEL INTL CORP	7,321	$407K	0.0%	$55.59	—	COM	699462107
—	WELLCARE HEALTH PLANS INC	4,961	$407K	0.0%	$64.86	—	COM	94946T106
—	NUVASIVE INC	8,317	$392K	0.0%	$47.13	—	COM	670704105
WTS	WATTS WATER TECHNOLOGIES INC	6,051	$384K	0.0%	$46.26	+31.5%	CL A	942749102
—	SAPIENT CORP	14,811	$368K	0.0%	$24.85	—	COM	803062108
EAT	BRINKER INTL INC	6,207	$364K	0.0%	$45.79	0.0%	COM	109641100
THC	TENET HEALTHCARE CORP	6,587	$334K	0.0%	$52.27	0.0%	COM NEW	88033G407
ON	ON SEMICONDUCTOR CORP	32,710	$331K	0.0%	$8.78	0.0%	COM	682189105
SWKS	SKYWORKS SOLUTIONS INC	4,378	$318K	0.0%	$49.85	0.0%	COM	83088M102
—	COMSCORE INC	6,718	$312K	0.0%	$46.44	—	COM	20564W105
RJF	RAYMOND JAMES FINANCIAL INC	5,246	$301K	0.0%	$29.62	+5.1%	COM	754730109
WSM	WILLIAMS SONOMA INC	3,961	$300K	0.0%	$26.72	0.0%	COM	969904101
VRA	VERA BRADLEY INC	12,996	$265K	0.0%	$21.51	0.0%	COM	92335C106
CX	CEMEX SAB DE CV	14,000	$143K	0.0%	$12.88	—	SPON ADR NEW	151290889
—	LEJU HLDGS LTD	11,751	$126K	0.0%	$10.72	—	SPONSORED ADS	50187J108