Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	UBS AG	57,322,177	$1.175B	5.6%	$16.97	—	SHS NEW	H89231338
MSFT	MICROSOFT CORP	13,582,129	$452M	2.2%	$26.70	+1.1%	COM	594918104
—	NEW ORIENTAL ED & TECH GRP I	15,211,245	$379M	1.8%	$22.46	—	SPON ADR	647581107
CSCO	CISCO SYS INC	14,460,227	$339M	1.6%	$15.58	+8.7%	COM	17275R102
C	CITIGROUP INC	6,825,920	$331M	1.6%	$35.76	+5.2%	COM NEW	172967424
JNJ	JOHNSON & JOHNSON	3,688,647	$320M	1.5%	$59.66	+6.5%	COM	478160104
—	ANADARKO PETE CORP	3,239,964	$301M	1.4%	$86.77	—	COM	032511107
MRK	MERCK & CO INC NEW	6,139,772	$292M	1.4%	$30.21	+2.5%	COM	58933Y105
AMGN	AMGEN INC	2,537,074	$284M	1.4%	$74.20	+3.7%	COM	031162100
ORCL	ORACLE CORP	8,211,626	$272M	1.3%	$27.44	-1.4%	COM	68389X105
USB	US BANCORP DEL	7,182,600	$263M	1.3%	$22.41	+8.6%	COM NEW	902973304
RIG	TRANSOCEAN LTD	5,669,560	$252M	1.2%	$50.97	-7.2%	REG SHS	H8817H100
BIDU	BAIDU INC	1,605,729	$249M	1.2%	$111.17	—	SPON ADR REP A	056752108
—	EXPRESS SCRIPTS HLDG CO	3,888,925	$240M	1.1%	$61.72	—	COM	30219G108
—	MINDRAY MEDICAL INTL LTD	6,086,370	$237M	1.1%	$37.63	—	SPON ADR	602675100
SU	SUNCOR ENERGY INC NEW	6,169,443	$221M	1.1%	$20.05	+8.8%	COM	867224107
—	GOOGLE INC	236,421	$207M	1.0%	$880.37	—	CL A	38259P508
CMCSA	COMCAST CORP NEW	4,551,503	$206M	1.0%	$15.84	+4.5%	CL A	20030N101
—	SINA CORP	2,486,567	$202M	1.0%	$55.73	—	ORD	G81477104
EA	ELECTRONIC ARTS INC	7,558,365	$193M	0.9%	$20.04	+26.0%	COM	285512109
CVS	CVS CAREMARK CORPORATION	3,378,309	$192M	0.9%	$41.50	+3.1%	COM	126650100
—	VIACOM INC NEW	2,284,883	$191M	0.9%	$69.16	—	CL B	92553P201
GILD	GILEAD SCIENCES INC	2,974,955	$187M	0.9%	$36.21	+14.7%	COM	375558103
NTES	NETEASE INC	2,558,641	$186M	0.9%	$68.50	—	SPONSORED ADR	64110W102
MCK	MCKESSON CORP	1,437,512	$184M	0.9%	$102.30	+9.7%	COM	58155Q103
MS	MORGAN STANLEY	6,564,836	$177M	0.8%	$17.78	+10.5%	COM NEW	617446448
CPA	COPA HOLDINGS SA	1,223,037	$170M	0.8%	$87.82	+7.5%	CL A	P31076105
—	WUXI PHARMATECH CAYMAN INC	6,170,639	$169M	0.8%	$21.00	—	SPONS ADR SHS	929352102
—	NATIONAL OILWELL VARCO INC	2,161,157	$169M	0.8%	$75.82	—	COM	637071101
AAPL	APPLE INC	351,853	$168M	0.8%	$13.16	+8.5%	COM	037833100
ITUB	ITAU UNIBANCO HLDG SA	11,852,300	$167M	0.8%	$12.92	—	SPON ADR REP PFD	465562106
—	CIGNA CORPORATION	2,173,723	$167M	0.8%	$74.36	—	COM	125509109
—	ACTIVISION BLIZZARD INC	9,929,228	$166M	0.8%	$14.33	—	COM	00507V109
—	SOUFUN HLDGS LTD	3,062,563	$158M	0.8%	$24.82	—	ADR	836034108
NVDA	NVIDIA CORP	9,934,296	$155M	0.7%	$0.32	+8.2%	COM	67066G104
—	MOBILE TELESYSTEMS OJSC	6,839,663	$152M	0.7%	$19.70	—	SPONSORED ADR	607409109
—	INTERCONTINENTALEXCHANGE INC	827,646	$150M	0.7%	$179.52	—	COM	45865V100
SIG	SIGNET JEWELERS LIMITED	2,002,911	$142M	0.7%	$55.04	+3.8%	SHS	G81276100
HAL	HALLIBURTON CO	2,932,534	$141M	0.7%	$33.21	+12.4%	COM	406216101
—	TIME WARNER INC	2,037,846	$134M	0.6%	$59.36	—	COM NEW	887317303
—	COMPANHIA DE BEBIDAS DAS AME	3,472,220	$133M	0.6%	$37.35	—	SPON ADR PFD	20441W203
—	NIELSEN HOLDINGS N V	3,652,346	$133M	0.6%	$34.64	—	COM	N63218106
—	GENERAL ELECTRIC CO	5,532,043	$132M	0.6%	$23.43	—	COM	369604103
OMC	OMNICOM GROUP INC	1,970,142	$125M	0.6%	$41.89	+1.5%	COM	681919106
TAP	MOLSON COORS BREWING CO	2,478,856	$124M	0.6%	$37.25	+0.0%	CL B	60871R209
—	ACE LTD	1,300,189	$122M	0.6%	$90.60	—	SHS	H0023R105
—	MARATHON OIL CORP	3,436,464	$120M	0.6%	$34.72	—	COM	565849106
AIG	AMERICAN INTL GROUP INC	2,447,143	$119M	0.6%	$33.55	+7.4%	COM NEW	026874784
CHKP	CHECK POINT SOFTWARE TECH LT	2,095,209	$119M	0.6%	$50.32	+11.6%	ORD	M22465104
OXY	OCCIDENTAL PETE CORP DEL	1,251,191	$117M	0.6%	$57.83	+2.4%	COM	674599105
HAS	HASBRO INC	2,423,936	$114M	0.5%	$30.97	+0.9%	COM	418056107
COF	CAPITAL ONE FINL CORP	1,632,474	$112M	0.5%	$47.34	+13.9%	COM	14040H105
DG	DOLLAR GEN CORP NEW	1,956,324	$110M	0.5%	$45.71	+4.6%	COM	256677105
—	AON PLC	1,472,974	$110M	0.5%	$65.72	—	SHS CL A	G0408V102
—	NUANCE COMMUNICATIONS INC	5,563,194	$104M	0.5%	$18.47	—	COM	67020Y100
—	MYLAN INC	2,677,695	$102M	0.5%	$38.17	—	COM	628530107
FMX	FOMENTO ECONOMICO MEXICANO S	1,031,161	$100M	0.5%	$103.19	—	SPON ADR UNITS	344419106
EBAY	EBAY INC	1,748,905	$97.57M	0.5%	$20.18	-1.1%	COM	278642103
WMT	WAL-MART STORES INC	1,292,998	$95.63M	0.5%	$19.98	-1.0%	COM	931142103
NSC	NORFOLK SOUTHERN CORP	1,234,309	$95.47M	0.5%	$57.41	-0.7%	COM	655844108
JPM	JPMORGAN CHASE & CO	1,828,551	$94.52M	0.5%	$36.73	+4.9%	COM	46625H100
CME	CME GROUP INC	1,279,303	$94.52M	0.5%	$41.34	+7.0%	COM	12572Q105
UPS	UNITED PARCEL SERVICE INC	1,018,431	$93.05M	0.4%	$55.41	+3.1%	CL B	911312106
—	TOWERS WATSON & CO	845,463	$90.43M	0.4%	$81.94	—	CL A	891894107
—	COCA COLA ENTERPRISES INC NE	2,247,800	$90.38M	0.4%	$40.21	—	COM	19122T109
NBIS	YANDEX N V	2,430,727	$88.53M	0.4%	$27.63	—	SHS CLASS A	N97284108
AMZN	AMAZON COM INC	281,988	$88.16M	0.4%	$13.39	+11.3%	COM	023135106
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	1,065,687	$87.51M	0.4%	$32.80	+0.3%	CL A	192446102
EOG	EOG RES INC	495,508	$83.88M	0.4%	$46.52	+21.2%	COM	26875P101
MET	METLIFE INC	1,740,903	$81.73M	0.4%	$25.58	+12.6%	COM	59156R108
—	MEDTRONIC INC	1,529,050	$81.42M	0.4%	$51.61	—	COM	585055106
—	ASIAINFO-LINKAGE INC	7,001,562	$80.8M	0.4%	$11.54	—	COM	04518A104
—	COVIDIEN PLC	1,298,798	$79.15M	0.4%	$62.84	—	SHS	G2554F113
NKE	NIKE INC	1,074,985	$78.09M	0.4%	$26.53	+5.3%	CL B	654106103
—	BITAUTO HLDGS LTD	4,835,937	$77.95M	0.4%	$11.19	—	SPONSORED ADS	091727107
NVR	NVR INC	84,691	$77.85M	0.4%	$917.30	-1.4%	COM	62944T105
—	VALIDUS HOLDINGS LTD	2,071,638	$76.61M	0.4%	$36.17	—	COM SHS	G9319H102
DIS	DISNEY WALT CO	1,187,092	$76.56M	0.4%	$56.11	+1.5%	COM DISNEY	254687106
HOG	HARLEY DAVIDSON INC	1,163,332	$74.73M	0.4%	$54.76	+8.0%	COM	412822108
BAP	CREDICORP LTD	563,541	$72.39M	0.3%	$100.57	-11.2%	COM	G2519Y108
—	SYMANTEC CORP	2,875,927	$71.18M	0.3%	$22.47	—	COM	871503108
CVX	CHEVRON CORP NEW	580,768	$70.56M	0.3%	$71.30	+2.5%	COM	166764100
AZO	AUTOZONE INC	166,700	$70.47M	0.3%	$408.81	+4.7%	COM	053332102
—	INGERSOLL-RAND PLC	1,079,193	$70.08M	0.3%	$55.52	—	SHS	G47791101
SWK	STANLEY BLACK & DECKER INC	772,660	$69.98M	0.3%	$57.31	+9.4%	COM	854502101
XOM	EXXON MOBIL CORP	806,161	$69.36M	0.3%	$53.69	+0.9%	COM	30231G102
FISV	FISERV INC	679,492	$68.66M	0.3%	$22.33	+8.3%	COM	337738108
MAT	MATTEL INC	1,623,267	$67.95M	0.3%	$43.83	-2.4%	COM	577081102
IP	INTL PAPER CO	1,516,554	$67.94M	0.3%	$25.93	+3.6%	COM	460146103
VNET	21VIANET GROUP INC	4,115,275	$67.86M	0.3%	$11.70	—	SPONSORED ADR	90138A103
—	ALTERA CORP	1,733,375	$64.41M	0.3%	$35.97	—	COM	021441100
PFE	PFIZER INC	2,229,477	$64.01M	0.3%	$16.46	-0.6%	COM	717081103
—	TIME WARNER CABLE INC	565,744	$63.14M	0.3%	$112.48	—	COM	88732J207
—	E M C CORP MASS	2,453,289	$62.71M	0.3%	$24.57	—	COM	268648102
KMB	KIMBERLY CLARK CORP	644,796	$60.75M	0.3%	$61.64	-0.9%	COM	494368103
—	CAMERON INTERNATIONAL CORP	1,025,454	$59.86M	0.3%	$60.73	—	COM	13342B105
—	MEAD JOHNSON NUTRITION CO	783,029	$58.15M	0.3%	$79.23	—	COM	582839106
SJM	SMUCKER J M CO	551,672	$57.95M	0.3%	$71.21	+6.3%	COM NEW	832696405
—	AETNA INC NEW	896,400	$57.39M	0.3%	$63.54	—	COM	00817Y108
FDX	FEDEX CORP	498,628	$56.9M	0.3%	$82.74	+10.3%	COM	31428X106
—	BEAM INC	868,368	$56.14M	0.3%	$63.72	—	COM	073730103
ZBH	ZIMMER HLDGS INC	681,414	$55.97M	0.3%	$69.95	+1.6%	COM	98956P102
LOW	LOWES COS INC	1,163,500	$55.39M	0.3%	$32.16	+13.2%	COM	548661107
GRFS	GRIFOLS S A	1,776,786	$53.8M	0.3%	$28.80	—	SP ADR REP B NVT	398438408
EFX	EQUIFAX INC	892,831	$53.44M	0.3%	$53.13	+2.2%	COM	294429105
—	DR PEPPER SNAPPLE GROUP INC	1,170,424	$52.46M	0.3%	$45.53	—	COM	26138E109
MDLZ	MONDELEZ INTL INC	1,664,689	$52.3M	0.3%	$23.33	+1.6%	CL A	609207105
—	CELGENE CORP	322,788	$49.69M	0.2%	$130.53	—	COM	151020104
UNP	UNION PAC CORP	319,721	$49.66M	0.2%	$57.26	+5.0%	COM	907818108
KO	COCA COLA CO	1,301,569	$49.3M	0.2%	$27.85	-3.9%	COM	191216100
—	SOHU COM INC	624,282	$49.21M	0.2%	$71.43	—	COM	83408W103
CNC	CENTENE CORP DEL	768,766	$49.17M	0.2%	$12.29	+17.1%	COM	15135B101
—	ALLERGAN INC	538,810	$48.73M	0.2%	$84.24	—	COM	018490102
HD	HOME DEPOT INC	632,909	$48.01M	0.2%	$56.05	+3.2%	COM	437076102
HBAN	HUNTINGTON BANCSHARES INC	5,782,703	$47.77M	0.2%	$4.82	+10.2%	COM	446150104
—	51JOB INC	661,836	$47.53M	0.2%	$67.98	—	SP ADR REP COM	316827104
DHR	DANAHER CORP DEL	678,821	$47.06M	0.2%	$25.01	+9.6%	COM	235851102
—	GNC HLDGS INC	855,733	$46.75M	0.2%	$44.21	—	COM CL A	36191G107
—	FOREST LABS INC	1,076,887	$46.08M	0.2%	$41.92	—	COM	345838106
—	HESS CORP	592,824	$45.85M	0.2%	$66.49	—	COM	42809H107
—	TE CONNECTIVITY LTD	885,400	$45.85M	0.2%	$46.62	—	REG SHS	H84989104
GLW	CORNING INC	3,136,991	$45.77M	0.2%	$10.49	+2.5%	COM	219350105
NTAP	NETAPP INC	1,067,250	$45.49M	0.2%	$27.50	+12.0%	COM	64110D104
—	DELPHI AUTOMOTIVE PLC	762,691	$44.56M	0.2%	$50.69	—	SHS	G27823106
WFC	WELLS FARGO & CO NEW	1,077,722	$44.53M	0.2%	$27.50	+9.8%	COM	949746101
SYK	STRYKER CORP	646,780	$43.72M	0.2%	$56.92	+4.4%	COM	863667101
—	REALOGY HLDGS CORP	996,762	$42.88M	0.2%	$43.02	—	COM	75605Y106
—	COVANCE INC	489,925	$42.36M	0.2%	$76.29	—	COM	222816100
RDY	DR REDDYS LABS LTD	1,093,656	$41.33M	0.2%	$37.81	—	ADR	256135203
—	VARIAN MED SYS INC	552,440	$41.28M	0.2%	$67.45	—	COM	92220P105
MMM	3M CO	340,914	$40.71M	0.2%	$62.86	+5.0%	COM	88579Y101
EQT	EQT CORP	457,292	$40.57M	0.2%	$38.55	+10.3%	COM	26884L109
—	PENTAIR LTD	618,761	$40.18M	0.2%	$59.39	—	SHS	H6169Q108
MO	ALTRIA GROUP INC	1,156,561	$39.73M	0.2%	$16.28	-0.7%	COM	02209S103
TAL	TAL ED GROUP	2,733,459	$39.63M	0.2%	$11.52	—	ADS REPSTG COM	874080104
—	VALEANT PHARMACEUTICALS INTL	378,817	$39.5M	0.2%	$89.48	—	COM	91911K102
RRX	REGAL BELOIT CORP	580,711	$39.45M	0.2%	$69.46	-4.4%	COM	758750103
—	SBA COMMUNICATIONS CORP	485,838	$39.09M	0.2%	$74.33	—	COM	78388J106
SPG	SIMON PPTY GROUP INC NEW	263,191	$39.01M	0.2%	$81.83	-1.1%	COM	828806109
—	KELLOGG CO	651,802	$38.28M	0.2%	$38.95	-0.3%	COM	487836108
—	BB&T CORP	1,107,421	$37.38M	0.2%	$33.80	—	COM	054937107
—	TYCO INTERNATIONAL LTD	1,038,287	$36.32M	0.2%	$32.95	—	SHS	H89128104
—	CHINA LODGING GROUP LTD	1,846,858	$35.07M	0.2%	$16.27	—	SPONSORED ADR	16949N109
—	ACTAVIS INC	240,198	$34.59M	0.2%	$129.31	—	COM	00507K103
EXP	EAGLE MATERIALS INC	460,697	$33.42M	0.2%	$64.44	-0.7%	COM	26969P108
—	TWENTY FIRST CENTY FOX INC	1,000,000	$33.4M	0.2%	$33.40	—	CL B	90130A200
COP	CONOCOPHILLIPS	473,400	$32.91M	0.2%	$44.49	0.0%	COM	20825C104
TRIP	TRIPADVISOR INC	429,070	$32.54M	0.2%	$54.52	+15.6%	COM	896945201
—	MONSANTO CO NEW	308,505	$32.2M	0.2%	$99.22	—	COM	61166W101
—	HOLLYSYS AUTOMATION TECHNOLO	2,141,592	$32.02M	0.2%	$12.45	—	SHS	G45667105
KLAC	KLA-TENCOR CORP	521,040	$31.7M	0.2%	$33.95	+8.2%	COM	482480100
GIS	GENERAL MLS INC	644,112	$30.87M	0.1%	$31.98	+2.9%	COM	370334104
CMG	CHIPOTLE MEXICAN GRILL INC	71,780	$30.77M	0.1%	$7.34	+10.1%	COM	169656105
—	CITRIX SYS INC	431,244	$30.45M	0.1%	$60.33	—	COM	177376100
—	CST BRANDS INC	1,020,483	$30.41M	0.1%	$30.77	—	COM	12646R105
HSIC	SCHEIN HENRY INC	290,949	$30.17M	0.1%	$36.66	+10.5%	COM	806407102
—	SALIX PHARMACEUTICALS INC	449,935	$30.09M	0.1%	$66.15	—	COM	795435106
—	RIVERBED TECHNOLOGY INC	2,053,974	$29.97M	0.1%	$14.77	—	COM	768573107
PG	PROCTER & GAMBLE CO	393,530	$29.75M	0.1%	$55.09	+2.1%	COM	742718109
PSA	PUBLIC STORAGE	183,613	$29.48M	0.1%	$98.46	0.0%	COM	74460D109
—	REYNOLDS AMERICAN INC	597,472	$29.14M	0.1%	$48.62	—	COM	761713106
BWA	BORGWARNER INC	282,705	$28.66M	0.1%	$29.44	+19.7%	COM	099724106
WY	WEYERHAEUSER CO	997,300	$28.55M	0.1%	$18.50	-4.7%	COM	962166104
—	ISOFTSTONE HLDGS LTD	5,752,325	$28.3M	0.1%	$5.16	—	SPONSORED ADS	46489B108
—	FIRST CASH FINL SVCS INC	478,608	$27.73M	0.1%	$49.21	—	COM	31942D107
MRSH	MARSH & MCLENNAN COS INC	630,683	$27.47M	0.1%	$31.33	+7.6%	COM	571748102
DOX	AMDOCS LTD	748,681	$27.43M	0.1%	$28.59	+6.2%	ORD	G02602103
DB	DEUTSCHE BANK AG	596,820	$27.39M	0.1%	$30.70	+2.9%	NAMEN AKT	D18190898
GWW	GRAINGER W W INC	104,400	$27.32M	0.1%	$203.28	+4.7%	COM	384802104
AZN	ASTRAZENECA PLC	523,361	$27.18M	0.1%	$51.93	—	SPONSORED ADR	046353108
—	JUNIPER NETWORKS INC	1,330,386	$26.42M	0.1%	$19.31	—	COM	48203R104
BAX	BAXTER INTL INC	399,900	$26.27M	0.1%	$30.42	+2.1%	COM	071813109
BF/B	BROWN FORMAN CORP	383,000	$26.09M	0.1%	$22.75	+0.3%	CL B	115637209
PRU	PRUDENTIAL FINL INC	332,820	$25.95M	0.1%	$38.68	+21.6%	COM	744320102
—	MONSTER BEVERAGE CORP	489,639	$25.58M	0.1%	$60.77	—	COM	611740101
VZ	VERIZON COMMUNICATIONS INC	547,131	$25.53M	0.1%	$26.93	-3.0%	COM	92343V104
ILMN	ILLUMINA INC	313,700	$25.36M	0.1%	$64.85	+18.0%	COM	452327109
—	SK TELECOM LTD	1,116,986	$25.36M	0.1%	$20.44	—	SPONSORED ADR	78440P108
MCD	MCDONALDS CORP	262,768	$25.28M	0.1%	$71.05	-0.7%	COM	580135101
MAS	MASCO CORP	1,178,400	$25.08M	0.1%	$14.91	-0.6%	COM	574599106
BK	BANK NEW YORK MELLON CORP	825,336	$24.92M	0.1%	$21.65	+5.2%	COM	064058100
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,369,981	$24.88M	0.1%	$15.89	+10.1%	COM	874054109
DE	DEERE & CO	300,000	$24.42M	0.1%	$68.04	-3.1%	COM	244199105
CIG	COMPANHIA ENERGETICA DE MINA	2,809,636	$24.27M	0.1%	$8.97	—	SP ADR N-V PFD	204409601
T	AT&T INC	712,521	$24.1M	0.1%	$11.40	-3.9%	COM	00206R102
PM	PHILIP MORRIS INTL INC	275,008	$23.81M	0.1%	$49.85	-5.0%	COM	718172109
—	SIRONA DENTAL SYSTEMS INC	354,600	$23.73M	0.1%	$65.88	—	COM	82966C103
—	NOBLE CORPORATION BAAR	623,467	$23.55M	0.1%	$37.62	—	NAMEN -AKT	H5833N103
IMO	IMPERIAL OIL LTD	531,533	$23.34M	0.1%	$30.07	+7.7%	COM NEW	453038408
PLCE	CHILDRENS PL RETAIL STORES I	401,074	$23.21M	0.1%	$51.86	+5.7%	COM	168905107
PEP	PEPSICO INC	291,197	$23.15M	0.1%	$56.41	+0.6%	COM	713448108
VRTX	VERTEX PHARMACEUTICALS INC	298,900	$22.66M	0.1%	$73.64	+8.1%	COM	92532F100
HST	HOST HOTELS & RESORTS INC	1,282,513	$22.66M	0.1%	$10.87	0.0%	COM	44107P104
HON	HONEYWELL INTL INC	271,545	$22.55M	0.1%	$53.13	+8.2%	COM	438516106
DCI	DONALDSON INC	587,467	$22.4M	0.1%	$29.49	+2.3%	COM	257651109
—	SANDISK CORP	375,000	$22.32M	0.1%	$60.99	—	COM	80004C101
FFIV	F5 NETWORKS INC	259,257	$22.23M	0.1%	$76.95	+10.5%	COM	315616102
—	STAPLES INC	1,516,372	$22.21M	0.1%	$15.49	—	COM	855030102
INTC	INTEL CORP	947,318	$21.71M	0.1%	$17.18	-1.6%	COM	458140100
BMRN	BIOMARIN PHARMACEUTICAL INC	297,022	$21.45M	0.1%	$63.13	+5.3%	COM	09061G101
—	MCGRAW HILL FINL INC	327,000	$21.45M	0.1%	$53.19	—	COM	580645109
—	JOHNSON CTLS INC	516,108	$21.42M	0.1%	$39.39	—	COM	478366107
—	VMWARE INC	262,725	$21.25M	0.1%	$66.99	—	CL A COM	928563402
META	FACEBOOK INC	422,396	$21.22M	0.1%	$25.44	+45.3%	CL A	30303M102
—	XILINX INC	450,049	$21.09M	0.1%	$39.61	—	COM	983919101
—	NAVISTAR INTL CORP NEW	572,556	$20.89M	0.1%	$28.60	—	COM	63934E108
—	CNINSURE INC	3,923,815	$20.6M	0.1%	$6.00	—	SPONSORED ADR	18976M103
PII	POLARIS INDS INC	158,900	$20.53M	0.1%	$90.50	+24.1%	COM	731068102
VTR	VENTAS INC	333,188	$20.49M	0.1%	$42.87	0.0%	COM	92276F100
MU	MICRON TECHNOLOGY INC	1,171,300	$20.46M	0.1%	$10.81	+30.8%	COM	595112103
TXT	TEXTRON INC	739,957	$20.43M	0.1%	$26.50	+3.2%	COM	883203101
—	XOOM CORP	642,050	$20.42M	0.1%	$31.81	—	COM	98419Q101
SWKS	SKYWORKS SOLUTIONS INC	800,000	$19.87M	0.1%	$17.70	+9.6%	COM	83088M102
BC	BRUNSWICK CORP	484,083	$19.32M	0.1%	$26.84	+13.8%	COM	117043109
ABT	ABBOTT LABS	582,023	$19.32M	0.1%	$27.71	0.0%	COM	002824100
—	ZYNGA INC	5,081,764	$18.7M	0.1%	$3.68	—	CL A	98986T108
YUM	YUM BRANDS INC	261,757	$18.69M	0.1%	$39.64	+3.5%	COM	988498101
MOS	MOSAIC CO NEW	430,457	$18.52M	0.1%	$46.26	-21.4%	COM	61945C103
FBIN	FORTUNE BRANDS HOME & SEC IN	444,800	$18.52M	0.1%	$27.93	+2.9%	COM	34964C106
EME	EMCOR GROUP INC	472,900	$18.5M	0.1%	$37.10	+3.0%	COM	29084Q100
—	HUBBELL INC	176,279	$18.46M	0.1%	$99.00	—	CL B	443510201
EWY	ISHARES	300,000	$18.46M	0.1%	$54.45	—	MSCI STH KOR ETF	464286772
—	NEWMONT MINING CORP	18,000,000	$18.26M	0.1%	$1.01	—	NOTE 1.250% 7/1	651639AH9
HP	HELMERICH & PAYNE INC	264,450	$18.23M	0.1%	$61.57	+7.2%	COM	423452101
MFC	MANULIFE FINL CORP	1,095,000	$18.19M	0.1%	$15.72	+8.6%	COM	56501R106
—	TATA MTRS LTD	682,965	$18.18M	0.1%	$25.95	—	SPONSORED ADR	876568502
—	ELIZABETH ARDEN INC	482,042	$17.8M	0.1%	$45.07	—	COM	28660G106
—	AMERICA MOVIL SAB DE CV	895,898	$17.75M	0.1%	$21.75	—	SPON ADR L SHS	02364W105
—	CREDIT SUISSE GROUP	571,797	$17.47M	0.1%	$27.72	—	SPONSORED ADR	225401108
INTU	INTUIT	263,406	$17.47M	0.1%	$55.39	+5.0%	COM	461202103
PBR	PETROLEO BRASILEIRO SA PETRO	1,121,502	$17.37M	0.1%	$13.42	—	SPONSORED ADR	71654V408
—	PRAXAIR INC	143,642	$17.27M	0.1%	$115.16	—	COM	74005P104
PLD	PROLOGIS INC	456,043	$17.16M	0.1%	$26.02	0.0%	COM	74340W103
MPC	MARATHON PETE CORP	264,370	$17M	0.1%	$26.18	-6.8%	COM	56585A102
—	CONTINENTAL RESOURCES INC	158,148	$16.96M	0.1%	$96.67	—	COM	212015101
HUM	HUMANA INC	176,792	$16.5M	0.1%	$75.50	+9.9%	COM	444859102
—	AUTONAVI HLDGS LTD	1,104,312	$16.46M	0.1%	$12.07	—	SPONSORED ADR	05330F106
TDG	TRANSDIGM GROUP INC	118,152	$16.39M	0.1%	$72.27	+5.6%	COM	893641100
MLM	MARTIN MARIETTA MATLS INC	166,600	$16.36M	0.1%	$93.00	-3.9%	COM	573284106
—	GOLDCORP INC NEW	626,033	$16.29M	0.1%	$24.91	—	COM	380956409
NEE	NEXTERA ENERGY INC	202,102	$16.2M	0.1%	$14.73	+0.8%	COM	65339F101
ETN	EATON CORP PLC	234,045	$16.11M	0.1%	$46.59	+7.2%	SHS	G29183103
—	QIHOO 360 TECHNOLOGY CO LTD	192,730	$16.04M	0.1%	$46.17	—	ADS	74734M109
—	FINANCIAL ENGINES INC	269,747	$16.03M	0.1%	$47.42	—	COM	317485100
TD	TORONTO DOMINION BK ONT	177,200	$15.95M	0.1%	$40.33	+5.4%	COM NEW	891160509
—	ROWAN COMPANIES PLC	434,171	$15.94M	0.1%	$35.06	—	SHS CL A	G7665A101
GD	GENERAL DYNAMICS CORP	181,100	$15.85M	0.1%	$64.92	0.0%	COM	369550108
—	BONANZA CREEK ENERGY INC	328,151	$15.84M	0.1%	$48.26	—	COM	097793103
—	CBS CORP NEW	281,470	$15.53M	0.1%	$51.08	—	CL B	124857202
—	ASHLAND INC NEW	164,888	$15.25M	0.1%	$84.91	—	COM	044209104
—	COMPANHIA BRASILEIRA DE DIST	329,433	$15.16M	0.1%	$45.46	—	SPN ADR PFD CL A	20440T201
—	COOPER COS INC	114,465	$14.85M	0.1%	$119.60	—	COM NEW	216648402
MA	MASTERCARD INC	21,917	$14.74M	0.1%	$51.54	+13.1%	CL A	57636Q104
—	CANADIAN PAC RY LTD	119,451	$14.74M	0.1%	$121.26	—	COM	13645T100
—	CHANGYOU COM LTD	412,500	$14.65M	0.1%	$30.44	—	ADS REP CL A	15911M107
WDC	WESTERN DIGITAL CORP	230,000	$14.58M	0.1%	$35.69	+13.1%	COM	958102105
—	PLATINUM GROUP METALS LTD	14,436,279	$14.58M	0.1%	$0.88	—	COM NEW	72765Q205
FMC	F M C CORP	202,032	$14.49M	0.1%	$41.59	+6.8%	COM NEW	302491303
EL	LAUDER ESTEE COS INC	206,535	$14.44M	0.1%	$58.22	-0.5%	CL A	518439104
—	GOLDCORP INC NEW	14,270,000	$14.39M	0.1%	$1.01	—	NOTE 2.000% 8/0	380956AB8
AXP	AMERICAN EXPRESS CO	189,308	$14.3M	0.1%	$59.62	+6.1%	COM	025816109
—	LAM RESEARCH CORP	273,332	$13.99M	0.1%	$45.88	—	COM	512807108
UNH	UNITEDHEALTH GROUP INC	193,007	$13.82M	0.1%	$50.75	+15.5%	COM	91324P102
ALB	ALBEMARLE CORP	217,170	$13.67M	0.1%	$52.13	+0.6%	COM	012653101
TEVA	TEVA PHARMACEUTICAL INDS LTD	359,800	$13.59M	0.1%	$39.13	—	ADR	881624209
—	E-COMMERCE CHINA DANGDANG IN	1,292,275	$13.54M	0.1%	$10.48	—	SPN ADS COM A	26833A105
EQR	EQUITY RESIDENTIAL	247,535	$13.26M	0.1%	$30.37	0.0%	SH BEN INT	29476L107
BIIB	BIOGEN IDEC INC	54,888	$13.21M	0.1%	$216.52	+3.4%	COM	09062X103
—	SAFEWAY INC	409,424	$13.1M	0.1%	$23.66	—	COM NEW	786514208
EMR	EMERSON ELEC CO	200,348	$12.96M	0.1%	$40.02	+9.5%	COM	291011104
ALL	ALLSTATE CORP	255,400	$12.91M	0.1%	$37.12	+3.9%	COM	020002101
TGT	TARGET CORP	201,595	$12.9M	0.1%	$47.95	-1.6%	COM	87612E106
BCS	BARCLAYS PLC	755,439	$12.87M	0.1%	$17.11	—	ADR	06738E204
VRSK	VERISK ANALYTICS INC	194,889	$12.66M	0.1%	$57.10	+5.6%	CL A	92345Y106
—	SL GREEN RLTY CORP	141,771	$12.6M	0.1%	$88.84	—	COM	78440X101
—	MANTECH INTL CORP	432,573	$12.44M	0.1%	$28.76	—	CL A	564563104
—	SPREADTRUM COMMUNICATIONS IN	407,723	$12.42M	0.1%	$26.25	—	ADR	849415203
—	VCA ANTECH INC	449,030	$12.33M	0.1%	$26.32	—	COM	918194101
—	INTERPUBLIC GROUP COS INC	709,261	$12.19M	0.1%	$10.53	0.0%	COM	460690100
EMN	EASTMAN CHEM CO	156,167	$12.16M	0.1%	$47.81	+11.0%	COM	277432100
ICLR	ICON PLC	297,091	$12.16M	0.1%	$38.50	0.0%	SHS	G4705A100
—	ESTERLINE TECHNOLOGIES CORP	151,432	$12.1M	0.1%	$73.37	—	COM	297425100
VIPS	VIPSHOP HLDGS LTD	211,600	$12.02M	0.1%	$43.14	—	SPONSORED ADR	92763W103
—	RYLAND GROUP INC	296,400	$12.02M	0.1%	$40.54	—	COM	783764103
AVB	AVALONBAY CMNTYS INC	92,752	$11.79M	0.1%	$87.24	0.0%	COM	053484101
LEA	LEAR CORP	161,500	$11.56M	0.1%	$46.85	+19.6%	COM NEW	521865204
CIEN	CIENA CORP	461,500	$11.53M	0.1%	$22.53	0.0%	COM NEW	171779309
ATO	ATMOS ENERGY CORP	268,339	$11.43M	0.1%	$31.05	-0.1%	COM	049560105
BAC	BANK OF AMERICA CORPORATION	821,673	$11.34M	0.1%	$10.03	+12.0%	COM	060505104
KIM	KIMCO RLTY CORP	560,100	$11.3M	0.1%	$11.87	0.0%	COM	49446R109
HCA	HCA HOLDINGS INC	262,723	$11.23M	0.1%	$36.24	+0.2%	COM	40412C101
PBR/A	PETROLEO BRASILEIRO SA PETRO	669,082	$11.19M	0.1%	$14.66	—	SP ADR NON VTG	71654V101
DECK	DECKERS OUTDOOR CORP	169,275	$11.16M	0.1%	$9.14	+6.2%	COM	243537107
FTNT	FORTINET INC	546,600	$11.07M	0.1%	$3.73	+8.6%	COM	34959E109
—	CUBIST PHARMACEUTICALS INC	173,575	$11.03M	0.1%	$49.62	—	COM	229678107
—	LUMBER LIQUIDATORS HLDGS INC	103,000	$10.98M	0.1%	$106.65	—	COM	55003T107
IVZ	INVESCO LTD	339,800	$10.84M	0.1%	$18.89	+0.4%	SHS	G491BT108
—	MEADWESTVACO CORP	276,523	$10.61M	0.1%	$35.07	—	COM	583334107
—	TEAM HEALTH HOLDINGS INC	276,819	$10.5M	0.1%	$37.94	—	COM	87817A107
MELI	MERCADOLIBRE INC	77,235	$10.42M	0.0%	$105.85	+11.3%	COM	58733R102
MTZ	MASTEC INC	342,600	$10.38M	0.0%	$30.13	+9.0%	COM	576323109
PH	PARKER HANNIFIN CORP	95,096	$10.34M	0.0%	$78.02	+7.4%	COM	701094104
—	HCP INC	250,781	$10.27M	0.0%	$40.95	—	COM	40414L109
—	CROWN CASTLE INTL CORP	138,856	$10.14M	0.0%	$72.39	—	COM	228227104
—	PIONEER NAT RES CO	52,600	$9.931M	0.0%	$144.75	—	COM	723787107
—	ENERGIZER HLDGS INC	108,200	$9.862M	0.0%	$100.51	—	COM	29266R108
—	PERFECT WORLD CO LTD	492,993	$9.811M	0.0%	$17.42	—	SPON ADR REP B	71372U104
—	COBALT INTL ENERGY INC	394,293	$9.802M	0.0%	$25.47	—	COM	19075F106
IRWD	IRONWOOD PHARMACEUTICALS INC	826,765	$9.789M	0.0%	$12.12	-19.1%	COM	46333X108
—	YOUKU TUDOU INC	356,394	$9.765M	0.0%	$19.19	—	SPONSORED ADR	98742U100
—	DDR CORP	618,013	$9.709M	0.0%	$15.71	—	COM	23317H102
HLX	HELIX ENERGY SOLUTIONS GRP I	382,203	$9.696M	0.0%	$23.34	+10.1%	COM	42330P107
STT	STATE STR CORP	145,000	$9.534M	0.0%	$44.93	+9.6%	COM	857477103
PRA	PROASSURANCE CORP	206,800	$9.318M	0.0%	$49.77	+0.6%	COM	74267C106
—	POLYPORE INTL INC	225,961	$9.258M	0.0%	$40.49	—	COM	73179V103
RY	ROYAL BK CDA MONTREAL QUE	144,360	$9.25M	0.0%	$59.77	+3.9%	COM	780087102
LLY	LILLY ELI CO	183,200	$9.22M	0.0%	—	—	Call	532457108
—	KONGZHONG CORP	701,200	$9.186M	0.0%	$6.50	—	SPONSORED ADR	50047P104
—	ALERE INC	298,159	$9.115M	0.0%	$30.57	—	COM	01449J105
MCO	MOODYS CORP	127,500	$8.967M	0.0%	$53.43	+7.8%	COM	615369105
ROK	ROCKWELL AUTOMATION INC	83,802	$8.962M	0.0%	$67.20	+13.8%	COM	773903109
NXPI	NXP SEMICONDUCTORS N V	237,718	$8.845M	0.0%	$26.01	+20.8%	COM	N6596X109
—	TECHNE CORP	109,800	$8.791M	0.0%	$80.06	—	COM	878377100
MLCO	MELCO CROWN ENTMT LTD	275,100	$8.756M	0.0%	$31.83	—	ADR	585464100
—	IXIA	557,600	$8.738M	0.0%	$17.59	—	COM	45071R109
BJRI	BJS RESTAURANTS INC	296,323	$8.51M	0.0%	$32.89	0.0%	COM	09180C106
AMT	AMERICAN TOWER CORP NEW	114,695	$8.502M	0.0%	$59.51	-8.9%	COM	03027X100
AMG	AFFILIATED MANAGERS GROUP	46,499	$8.493M	0.0%	$154.41	+11.3%	COM	008252108
CL	COLGATE PALMOLIVE CO	140,800	$8.349M	0.0%	$44.38	+0.4%	COM	194162103
CCL	CARNIVAL CORP	254,782	$8.316M	0.0%	$29.88	0.0%	PAIRED CTF	143658300
CHDN	CHURCHILL DOWNS INC	95,628	$8.274M	0.0%	$11.99	+7.4%	COM	171484108
CMS	CMS ENERGY CORP	304,500	$8.014M	0.0%	$18.61	0.0%	COM	125896100
—	BROADCOM CORP	304,700	$7.925M	0.0%	$26.01	—	CL A	111320107
OLED	UNIVERSAL DISPLAY CORP	244,428	$7.829M	0.0%	$28.09	+7.7%	COM	91347P105
—	L BRANDS INC	128,129	$7.829M	0.0%	$50.33	—	COM	501797104
—	VITAMIN SHOPPE INC	178,013	$7.788M	0.0%	$44.65	—	COM	92849E101
ZTS	ZOETIS INC	247,695	$7.708M	0.0%	$29.32	-5.2%	CL A	98978V103
AMP	AMERIPRISE FINL INC	82,530	$7.517M	0.0%	$59.57	+14.3%	COM	03076C106
MD	MEDNAX INC	74,469	$7.477M	0.0%	$44.76	+9.0%	COM	58502B106
AAP	ADVANCE AUTO PARTS INC	89,977	$7.439M	0.0%	$71.79	-0.7%	COM	00751Y106
V	VISA INC	37,569	$7.179M	0.0%	$40.02	+5.8%	COM CL A	92826C839
—	ADMINISTRADORA FONDOS PENSIO	78,767	$7.176M	0.0%	$86.01	—	SPONSORED ADR	00709P108
FLO	FLOWERS FOODS INC	330,000	$7.075M	0.0%	$14.27	0.0%	COM	343498101
—	HERTZ GLOBAL HOLDINGS INC	318,000	$7.047M	0.0%	$24.80	—	COM	42805T105
—	AMERICAN EQTY INVT LIFE HLD	324,100	$6.877M	0.0%	$16.09	—	COM	025676206
—	APARTMENT INVT & MGMT CO	245,671	$6.864M	0.0%	$27.94	—	CL A	03748R101
—	KOSMOS ENERGY LTD	657,737	$6.762M	0.0%	$10.16	—	SHS	G5315B107
—	AIRMEDIA GROUP INC	3,813,102	$6.711M	0.0%	$1.83	—	SPONSORED ADR	009411109
EXPD	EXPEDITORS INTL WASH INC	152,300	$6.71M	0.0%	$35.28	0.0%	COM	302130109
—	GIANT INTERACTIVE GROUP INC	723,400	$6.597M	0.0%	$9.12	—	ADR	374511103
—	BONA FILM GROUP LTD	1,249,372	$6.559M	0.0%	$4.74	—	SPONSORED ADS	09777B107
CMI	CUMMINS INC	49,126	$6.527M	0.0%	$81.53	+9.3%	COM	231021106
—	PRICELINE COM INC	6,369	$6.439M	0.0%	$827.10	—	COM NEW	741503403
SVA	SINOVAC BIOTECH LTD	1,069,500	$6.396M	0.0%	$3.72	+28.5%	SHS	P8696W104
DVA	DAVITA HEALTHCARE PARTNERS I	108,764	$6.189M	0.0%	$60.96	-6.0%	COM	23918K108
BXP	BOSTON PROPERTIES INC	57,284	$6.124M	0.0%	$62.76	0.0%	COM	101121101
—	BLUE NILE INC	149,234	$6.108M	0.0%	$40.93	—	COM	09578R103
SKT	TANGER FACTORY OUTLET CTRS I	185,665	$6.062M	0.0%	$32.65	—	COM	875465106
—	ASANKO GOLD INC	2,580,300	$6.037M	0.0%	$2.14	—	COM	04341Y105
—	MELLANOX TECHNOLOGIES LTD	158,716	$6.025M	0.0%	$45.79	—	SHS	M51363113
—	ENERGEN CORP	77,839	$5.946M	0.0%	$76.39	—	COM	29265N108
ADSK	AUTODESK INC	143,300	$5.9M	0.0%	$36.93	0.0%	COM	052769106
HDB	HDFC BANK LTD	191,310	$5.889M	0.0%	$35.67	—	ADR REPS 3 SHS	40415F101
EWW	ISHARES	90,996	$5.829M	0.0%	$64.06	—	MSCI MEX CAP ETF	464286822
—	APACHE CORP	68,340	$5.818M	0.0%	$84.19	—	COM	037411105
—	SCORPIO TANKERS INC	592,067	$5.779M	0.0%	$9.02	—	SHS	Y7542C106
AMAT	APPLIED MATLS INC	324,800	$5.697M	0.0%	$13.53	0.0%	COM	038222105
—	PACTERA TECHNOLOGY INTL LTD	964,750	$5.682M	0.0%	$6.75	—	SPONSORED ADR	695255109
NDAQ	NASDAQ OMX GROUP INC	175,030	$5.617M	0.0%	$8.36	+4.8%	COM	631103108
—	JIAYUAN COM INTL LTD	827,200	$5.617M	0.0%	$5.21	—	SPONSORED ADR	477374102
—	DUKE REALTY CORP	359,271	$5.547M	0.0%	$15.44	—	COM NEW	264411505
—	MERITOR INC	695,616	$5.468M	0.0%	$7.41	—	COM	59001K100
—	SEMGROUP CORP	95,833	$5.464M	0.0%	$57.02	—	CL A	81663A105
—	TIBCO SOFTWARE INC	212,067	$5.427M	0.0%	$21.40	—	COM	88632Q103
—	FLEETCOR TECHNOLOGIES INC	48,500	$5.343M	0.0%	$83.33	—	COM	339041105
—	GENERAL GROWTH PPTYS INC NEW	265,240	$5.116M	0.0%	$19.29	—	COM	370023103
DLR	DIGITAL RLTY TR INC	95,044	$5.047M	0.0%	$35.05	0.0%	COM	253868103
LYB	LYONDELLBASELL INDUSTRIES N	68,600	$5.024M	0.0%	$33.34	+10.8%	SHS - A -	N53745100
—	ENDOLOGIX INC	307,995	$4.968M	0.0%	$13.28	—	COM	29266S106
UDR	UDR INC	208,643	$4.945M	0.0%	$15.69	0.0%	COM	902653104
—	UNITED TECHNOLOGIES CORP	45,796	$4.938M	0.0%	$92.94	—	COM	913017109
—	U S SILICA HLDGS INC	197,800	$4.925M	0.0%	$21.07	—	COM	90346E103
—	ARRIS GROUP INC NEW	286,510	$4.888M	0.0%	$17.06	—	COM	04270V106
—	FOREST CITY ENTERPRISES INC	250,284	$4.74M	0.0%	$18.94	—	CL A	345550107
MAC	MACERICH CO	83,217	$4.697M	0.0%	$56.44	—	COM	554382101
CPT	CAMDEN PPTY TR	74,300	$4.565M	0.0%	$41.36	0.0%	SH BEN INT	133131102
—	CYTEC INDS INC	55,950	$4.552M	0.0%	$74.36	—	COM	232820100
BMO	BANK MONTREAL QUE	67,100	$4.479M	0.0%	$36.35	+4.5%	COM	063671101
—	HEWLETT PACKARD CO	208,770	$4.38M	0.0%	$23.68	—	COM	428236103
ABBV	ABBVIE INC	95,840	$4.287M	0.0%	$26.67	+1.8%	COM	00287Y109
—	LIFELOCK INC	281,875	$4.18M	0.0%	$14.83	—	COM	53224V100
ENB	ENBRIDGE INC	99,300	$4.147M	0.0%	$23.28	-4.9%	COM	29250N105
—	TORNIER N V	212,363	$4.105M	0.0%	$17.50	—	SHS	N87237108
AFL	AFLAC INC	64,240	$3.982M	0.0%	$20.11	+11.7%	COM	001055102
—	CHINACACHE INTL HLDG LTD	660,474	$3.93M	0.0%	$5.84	—	SPON ADR	16950M107
SUI	SUN CMNTYS INC	91,961	$3.919M	0.0%	$42.62	—	COM	866674104
MPVDF	MOUNTAIN PROV DIAMONDS INC	711,073	$3.776M	0.0%	$4.88	+2.3%	COM NEW	62426E402
LBTYAUSD	LIBERTY GLOBAL PLC	47,450	$3.765M	0.0%	$74.09	—	SHS CL A	G5480U104
RF	REGIONS FINL CORP NEW	402,235	$3.725M	0.0%	$5.80	+12.8%	COM	7591EP100
CVE	CENOVUS ENERGY INC	122,400	$3.653M	0.0%	$22.39	+0.9%	COM	15135U109
WAB	WABTEC CORP	56,618	$3.56M	0.0%	$49.35	+11.5%	COM	929740108
FNV	FRANCO NEVADA CORP	78,300	$3.552M	0.0%	$35.02	+5.1%	COM	351858105
—	BROOKFIELD ASSET MGMT INC	94,500	$3.536M	0.0%	$35.97	—	CL A LTD VT SH	112585104
AES	AES CORP	264,220	$3.511M	0.0%	$8.29	+1.3%	COM	00130H105
—	ARIAD PHARMACEUTICALS INC	188,570	$3.47M	0.0%	$18.05	—	COM	04033A100
TPC	TUTOR PERINI CORP	160,200	$3.415M	0.0%	$17.65	+9.5%	COM	901109108
—	DIRECTV	56,730	$3.39M	0.0%	$61.23	—	COM	25490A309
SNPS	SYNOPSYS INC	89,300	$3.367M	0.0%	$35.52	+4.3%	COM	871607107
—	BUNGE LIMITED	43,778	$3.323M	0.0%	$70.77	—	COM	G16962105
MEOH	METHANEX CORP	63,200	$3.245M	0.0%	$42.29	+12.4%	COM	59151K108
IBM	INTERNATIONAL BUSINESS MACHS	17,220	$3.189M	0.0%	$111.55	0.0%	COM	459200101
PNC	PNC FINL SVCS GROUP INC	43,671	$3.164M	0.0%	$47.34	+8.4%	COM	693475105
TMO	THERMO FISHER SCIENTIFIC INC	33,750	$3.11M	0.0%	$80.81	+7.4%	COM	883556102
CUBE	CUBESMART	172,972	$3.086M	0.0%	$15.98	—	COM	229663109
HIG	HARTFORD FINL SVCS GROUP INC	98,600	$3.068M	0.0%	$24.13	0.0%	COM	416515104
SHO	SUNSTONE HOTEL INVS INC NEW	235,800	$3.004M	0.0%	$12.74	—	COM	867892101
PRIM	PRIMORIS SVCS CORP	114,300	$2.911M	0.0%	$21.24	+6.6%	COM	74164F103
—	AVANIR PHARMACEUTICALS INC	682,400	$2.893M	0.0%	$4.60	—	CL A NEW	05348P401
—	BIOMED REALTY TRUST INC	154,300	$2.868M	0.0%	$18.59	—	COM	09063H107
EZA	ISHARES	45,152	$2.862M	0.0%	$58.26	—	MSCI STH AFR ETF	464286780
—	FREESCALE SEMICONDUCTOR LTD	170,000	$2.831M	0.0%	$16.65	—	SHS	G3727Q101
CNI	CANADIAN NATL RY CO	27,900	$2.827M	0.0%	$39.40	+0.5%	COM	136375102
EXPE	EXPEDIA INC DEL	53,897	$2.791M	0.0%	$49.75	0.0%	COM NEW	30212P303
—	NATIONSTAR MTG HLDGS INC	49,410	$2.778M	0.0%	$37.45	—	COM	63861C109
—	OREXIGEN THERAPEUTICS INC	437,800	$2.688M	0.0%	$6.14	—	COM	686164104
—	ADTRAN INC	100,024	$2.665M	0.0%	$24.61	—	COM	00738A106
—	GROUPE CGI INC	75,300	$2.643M	0.0%	$31.10	—	CL A SUB VTG	39945C109
—	CALGON CARBON CORP	137,541	$2.612M	0.0%	$16.68	—	COM	129603106
ROST	ROSS STORES INC	35,800	$2.606M	0.0%	$30.20	0.0%	COM	778296103
—	HOME PROPERTIES INC	44,539	$2.572M	0.0%	$57.75	—	COM	437306103
—	SINCLAIR BROADCAST GROUP INC	76,260	$2.556M	0.0%	$33.52	—	CL A	829226109
EIX	EDISON INTL	55,340	$2.549M	0.0%	$30.71	-3.5%	COM	281020107
AEP	AMERICAN ELEC PWR INC	57,353	$2.486M	0.0%	$30.44	-6.4%	COM	025537101
TU	TELUS CORP	74,718	$2.476M	0.0%	$17.32	-10.0%	COM	87971M103
BDN	BRANDYWINE RLTY TR	184,965	$2.438M	0.0%	$13.18	—	SH BEN INT NEW	105368203
—	CA INC	80,460	$2.387M	0.0%	$29.67	—	COM	12673P105
RCI	ROGERS COMMUNICATIONS INC	55,300	$2.378M	0.0%	$47.39	-14.2%	CL B	775109200
—	TRANSCANADA CORP	54,100	$2.377M	0.0%	$43.05	—	COM	89353D107
VNO	VORNADO RLTY TR	27,600	$2.32M	0.0%	$84.06	—	SH BEN INT	929042109
UHS	UNIVERSAL HLTH SVCS INC	29,920	$2.244M	0.0%	$63.08	+5.2%	CL B	913903100
—	PETROCHINA CO LTD	20,337	$2.236M	0.0%	$110.66	—	SPONSORED ADR	71646E100
—	ROCK-TENN CO	21,910	$2.219M	0.0%	$100.13	—	CL A	772739207
—	DUPONT FABROS TECHNOLOGY INC	84,693	$2.183M	0.0%	$25.78	—	COM	26613Q106
—	FLOTEK INDS INC DEL	94,400	$2.171M	0.0%	$17.94	—	COM	343389102
—	GANNETT INC	80,970	$2.169M	0.0%	$26.79	—	COM	364730101
MGA	MAGNA INTL INC	26,000	$2.144M	0.0%	$22.60	+24.2%	COM	559222401
TXN	TEXAS INSTRS INC	52,785	$2.126M	0.0%	$25.95	+6.8%	COM	882508104
—	CENTURYLINK INC	67,468	$2.117M	0.0%	$34.16	—	COM	156700106
CNQ	CANADIAN NAT RES LTD	66,100	$2.077M	0.0%	$8.76	+5.2%	COM	136385101
—	SYNAGEVA BIOPHARMA CORP	31,200	$1.975M	0.0%	$42.00	—	COM	87159A103
—	CBL & ASSOC PPTYS INC	101,683	$1.942M	0.0%	$19.10	—	COM	124830100
—	VIROPHARMA INC	49,300	$1.937M	0.0%	$28.65	—	COM	928241108
—	YOU ON DEMAND HLDGS INC	1,154,214	$1.928M	0.0%	$1.61	—	COM NEW	98741R207
SCI	SERVICE CORP INTL	101,600	$1.892M	0.0%	$17.02	+9.3%	COM	817565104
BNS	BANK N S HALIFAX	32,580	$1.866M	0.0%	$30.35	+0.5%	COM	064149107
GM	GENERAL MTRS CO	51,500	$1.852M	0.0%	$24.26	+10.2%	COM	37045V100
—	WARNER CHILCOTT PLC IRELAND	78,500	$1.794M	0.0%	$20.50	—	SHS A	G94368100
—	PERRIGO CO	14,534	$1.793M	0.0%	$121.65	—	COM	714290103
—	DRESSER-RAND GROUP INC	28,086	$1.753M	0.0%	$59.98	—	COM	261608103
ACN	ACCENTURE PLC IRELAND	23,762	$1.75M	0.0%	$62.56	-4.8%	SHS CLASS A	G1151C101
—	WALTER INVT MGMT CORP	43,770	$1.731M	0.0%	$35.79	—	COM	93317W102
—	ENDO HEALTH SOLUTIONS INC	37,580	$1.708M	0.0%	$37.96	—	COM	29264F205
M	MACYS INC	38,660	$1.673M	0.0%	$46.44	+0.6%	COM	55616P104
—	DENBURY RES INC	89,580	$1.649M	0.0%	$17.46	—	COM NEW	247916208
SNA	SNAP ON INC	16,460	$1.638M	0.0%	$66.38	+9.9%	COM	833034101
TMUS	T-MOBILE US INC	62,810	$1.631M	0.0%	$23.61	0.0%	COM	872590104
—	HMS HLDGS CORP	73,650	$1.584M	0.0%	$23.30	—	COM	40425J101
WCC	WESCO INTL INC	20,440	$1.564M	0.0%	$72.11	0.0%	COM	95082P105
RWT	REDWOOD TR INC	79,290	$1.561M	0.0%	$19.69	—	COM	758075402
—	COUSINS PPTYS INC	139,200	$1.432M	0.0%	$10.29	—	COM	222795106
—	POTASH CORP SASK INC	44,800	$1.401M	0.0%	$38.14	—	COM	73755L107
—	BROOKFIELD OFFICE PPTYS INC	70,600	$1.353M	0.0%	$16.67	—	COM	112900105
TKR	TIMKEN CO	22,300	$1.347M	0.0%	$42.84	0.0%	COM	887389104
—	CAMELOT INFORMATION SYS INC	703,930	$1.337M	0.0%	$1.74	—	ADS RP ORD SHS	13322V105
OTEX	OPEN TEXT CORP	17,300	$1.293M	0.0%	$12.57	+7.8%	COM	683715106
F	FORD MTR CO DEL	74,300	$1.253M	0.0%	$7.61	+18.6%	COM PAR $0.01	345370860
IBKR	INTERACTIVE BROKERS GROUP IN	65,360	$1.227M	0.0%	$3.45	+11.9%	COM	45841N107
—	RYANAIR HLDGS PLC	23,125	$1.15M	0.0%	$49.73	—	SPONSORED ADR	783513104
GIL	GILDAN ACTIVEWEAR INC	24,500	$1.137M	0.0%	$17.39	+8.1%	COM	375916103
—	PRECISION DRILLING CORP	113,400	$1.125M	0.0%	$8.72	—	COM 2010	74022D308
—	TALISMAN ENERGY INC	98,000	$1.125M	0.0%	$11.43	—	COM	87425E103
SLF	SUN LIFE FINL INC	34,900	$1.115M	0.0%	$28.45	+11.7%	COM	866796105
—	TRIUMPH GROUP INC NEW	15,700	$1.102M	0.0%	$79.15	—	COM	896818101
GME	GAMESTOP CORP NEW	21,700	$1.077M	0.0%	$6.27	+36.1%	CL A	36467W109
ALLT	ALLOT COMMUNICATIONS LTD	83,727	$1.057M	0.0%	$12.08	+10.4%	SHS	M0854Q105
—	CROSS A T CO	51,300	$976K	0.0%	$19.03	—	CL A	227478104
CCJ	CAMECO CORP	53,700	$969K	0.0%	$17.57	-0.9%	COM	13321L108
NUE	NUCOR CORP	19,600	$961K	0.0%	$34.54	0.0%	COM	670346105
—	GRAN TIERRA ENERGY INC	127,250	$903K	0.0%	$6.09	—	COM	38500T101
BSX	BOSTON SCIENTIFIC CORP	76,700	$900K	0.0%	$8.48	+27.5%	COM	101137107
—	AMBOW ED HLDG LTD	950,920	$895K	0.0%	$0.94	—	ADR REPSTG CL A	02322P101
CAT	CATERPILLAR INC DEL	10,240	$854K	0.0%	$61.64	0.0%	COM	149123101
THC	TENET HEALTHCARE CORP	19,250	$793K	0.0%	$44.77	-6.6%	COM NEW	88033G407
—	ENSCO PLC	13,917	$748K	0.0%	$58.12	—	SHS CLASS A	G3157S106
DAL	DELTA AIR LINES INC DEL	31,182	$736K	0.0%	$14.99	+20.4%	COM NEW	247361702
—	ROSETTA RESOURCES INC	12,600	$686K	0.0%	$54.44	—	COM	777779307
FCX	FREEPORT-MCMORAN COPPER & GO	20,447	$676K	0.0%	$24.71	+3.9%	COM	35671D857
—	TAHOE RES INC	37,300	$671K	0.0%	$15.29	—	COM	873868103
CNK	CINEMARK HOLDINGS INC	20,500	$651K	0.0%	$23.13	+3.6%	COM	17243V102
HOLX	HOLOGIC INC	30,890	$638K	0.0%	$21.29	0.0%	COM	436440101
CMC	COMMERCIAL METALS CO	34,200	$580K	0.0%	$11.15	+7.3%	COM	201723103
BTE	BAYTEX ENERGY CORP	13,800	$570K	0.0%	$31.54	+6.5%	COM	07317Q105
DAR	DARLING INTL INC	26,500	$561K	0.0%	$18.50	+10.2%	COM	237266101
NWL	NEWELL RUBBERMAID INC	18,500	$509K	0.0%	$16.79	+0.8%	COM	651229106
—	HOLLYFRONTIER CORP	11,844	$499K	0.0%	$42.80	—	COM	436106108
—	ELDORADO GOLD CORP NEW	69,600	$470K	0.0%	$6.27	—	COM	284902103
—	COACH INC	8,300	$453K	0.0%	$57.11	—	COM	189754104
BDC	BELDEN INC	6,900	$442K	0.0%	$48.78	+15.6%	COM	077454106
—	CHAMBERS STR PPTYS	46,222	$406K	0.0%	$8.78	—	COM	157842105
SNY	SANOFI	7,600	$385K	0.0%	$51.51	—	SPONSORED ADR	80105N105
—	CALPINE CORP	19,500	$379K	0.0%	$21.22	—	COM NEW	131347304
DLX	DELUXE CORP	8,800	$367K	0.0%	$23.94	+6.6%	COM	248019101
—	SOUTHWESTERN ENERGY CO	9,850	$358K	0.0%	$36.35	—	COM	845467109
ON	ON SEMICONDUCTOR CORP	48,640	$355K	0.0%	$8.02	-4.4%	COM	682189105
VLO	VALERO ENERGY CORP NEW	10,200	$348K	0.0%	$24.01	-6.7%	COM	91913Y100
—	AGRIUM INC	4,100	$345K	0.0%	$84.15	—	COM	008916108
—	TENNECO INC	6,500	$328K	0.0%	$45.27	—	COM	880349105
—	THRESHOLD PHARMACEUTICAL INC	69,800	$325K	0.0%	$5.26	—	COM NEW	885807206
AWI	ARMSTRONG WORLD INDS INC NEW	5,900	$324K	0.0%	$47.68	-1.3%	COM	04247X102
FIS	FIDELITY NATL INFORMATION SV	6,881	$320K	0.0%	$34.36	+6.6%	COM	31620M106
NXST	NEXSTAR BROADCASTING GROUP I	7,000	$312K	0.0%	$19.49	+35.9%	CL A	65336K103
—	ALPHA NATURAL RESOURCES INC	52,200	$311K	0.0%	$5.24	—	COM	02076X102
—	SUNTRUST BKS INC	8,700	$282K	0.0%	$31.56	—	COM	867914103
LEN	LENNAR CORP	7,700	$273K	0.0%	$34.18	-14.4%	CL A	526057104
CYH	COMMUNITY HEALTH SYS INC NEW	6,000	$249K	0.0%	$37.66	-5.8%	COM	203668108
GTN	GRAY TELEVISION INC	30,700	$241K	0.0%	$5.99	+25.0%	COM	389375106
—	U S AIRWAYS GROUP INC	12,700	$241K	0.0%	$16.39	—	COM	90341W108
NVRI	HARSCO CORP	9,300	$232K	0.0%	$24.90	0.0%	COM	415864107
—	TRW AUTOMOTIVE HLDGS CORP	3,200	$228K	0.0%	$66.39	—	COM	87264S106
—	GRACE W R & CO DEL NEW	2,600	$227K	0.0%	$84.07	—	COM	38388F108
—	LUXOFT HLDG INC	8,400	$222K	0.0%	$26.43	—	ORD SHS CL A	G57279104
—	ALAMOS GOLD INC	14,200	$221K	0.0%	$15.56	—	COM	011527108
—	BARRICK GOLD CORP	11,800	$220K	0.0%	$15.80	—	COM	067901108
OIS	OIL STS INTL INC	2,100	$217K	0.0%	$51.03	+7.0%	COM	678026105
AVT	AVNET INC	5,200	$217K	0.0%	$25.70	+15.7%	COM	053807103
—	OMNOVA SOLUTIONS INC	25,000	$214K	0.0%	$7.99	—	COM	682129101
—	INTELSAT S A	8,700	$209K	0.0%	$24.02	—	COM	L5140P101
—	SCICLONE PHARMACEUTICALS INC	40,578	$206K	0.0%	$5.08	—	COM	80862K104
—	KODIAK OIL & GAS CORP	16,100	$194K	0.0%	$8.89	—	COM	50015Q100
—	INTERSIL CORP	12,900	$145K	0.0%	$7.82	—	CL A	46069S109
—	NAVIOS MARITIME HOLDINGS INC	18,300	$130K	0.0%	$5.62	—	COM	Y62196103
—	CHINA CORD BLOOD CORP	30,700	$116K	0.0%	$3.25	—	SHS	G21107100
CALY	CALLAWAY GOLF CO	12,800	$91,000	0.0%	$6.48	+6.3%	COM	131193104