Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	UBS AG	53,972,245	$1.033B	4.2%	$16.97	—	SHS NEW	H89231338
MSFT	MICROSOFT CORP	14,521,850	$544M	2.2%	$26.92	+11.5%	COM	594918104
—	NEW ORIENTAL ED & TECH GRP I	15,887,063	$500M	2.0%	$22.85	—	SPON ADR	647581107
ORCL	ORACLE CORP	11,885,612	$455M	1.8%	$27.86	+3.3%	COM	68389X105
—	EXPRESS SCRIPTS HLDG CO	6,469,832	$454M	1.8%	$65.12	—	COM	30219G108
USB	US BANCORP DEL	9,751,671	$394M	1.6%	$23.19	+9.4%	COM NEW	902973304
CVS	CVS CAREMARK CORPORATION	5,486,553	$393M	1.6%	$43.35	+6.8%	COM	126650100
C	CITIGROUP INC	7,455,215	$388M	1.6%	$35.92	+4.8%	COM NEW	172967424
CMCSA	COMCAST CORP NEW	7,155,639	$372M	1.5%	$16.77	+9.6%	CL A	20030N101
AMGN	AMGEN INC	3,162,017	$361M	1.5%	$75.57	+7.3%	COM	031162100
—	GOOGLE INC	277,649	$311M	1.3%	$916.06	—	CL A	38259P508
—	CIGNA CORPORATION	3,181,768	$278M	1.1%	$78.51	—	COM	125509109
—	ANADARKO PETE CORP	3,497,575	$277M	1.1%	$86.22	—	COM	032511107
CSCO	CISCO SYS INC	12,045,402	$270M	1.1%	$15.58	-2.4%	COM	17275R102
SU	SUNCOR ENERGY INC NEW	7,682,091	$269M	1.1%	$20.67	+12.2%	COM	867224107
MS	MORGAN STANLEY	8,385,499	$263M	1.1%	$18.66	+16.9%	COM NEW	617446448
OMC	OMNICOM GROUP INC	3,138,984	$233M	0.9%	$43.50	+6.2%	COM	681919106
ABBV	ABBVIE INC	4,349,664	$230M	0.9%	$30.30	+0.3%	COM	00287Y109
JNJ	JOHNSON & JOHNSON	2,477,177	$227M	0.9%	$59.66	+10.2%	COM	478160104
AAPL	APPLE INC	395,524	$222M	0.9%	$13.51	+21.1%	COM	037833100
GILD	GILEAD SCIENCES INC	2,949,606	$222M	0.9%	$36.21	+33.6%	COM	375558103
NTES	NETEASE INC	2,789,968	$219M	0.9%	$69.34	—	SPONSORED ADR	64110W102
—	NIELSEN HOLDINGS N V	4,704,278	$216M	0.9%	$37.16	—	COM	N63218106
—	MYLAN INC	4,959,502	$215M	0.9%	$40.58	—	COM	628530107
—	MINDRAY MEDICAL INTL LTD	5,861,854	$213M	0.9%	$37.63	—	SPON ADR	602675100
ICE	INTERCONTINENTALEXCHANGE GRO	939,712	$211M	0.9%	$35.28	0.0%	COM	45866F104
NVR	NVR INC	205,978	$211M	0.9%	$936.19	+1.4%	COM	62944T105
—	FOREST LABS INC	3,480,909	$209M	0.8%	$54.43	—	COM	345838106
TAP	MOLSON COORS BREWING CO	3,593,078	$202M	0.8%	$38.06	+4.7%	CL B	60871R209
—	WUXI PHARMATECH CAYMAN INC	4,962,539	$190M	0.8%	$21.00	—	SPONS ADR SHS	929352102
MCK	MCKESSON CORP	1,170,737	$189M	0.8%	$102.30	+37.4%	COM	58155Q103
—	ACTIVISION BLIZZARD INC	10,317,281	$184M	0.7%	$14.46	—	COM	00507V109
BIDU	BAIDU INC	1,031,875	$184M	0.7%	$111.17	—	SPON ADR REP A	056752108
—	ACE LTD	1,763,126	$183M	0.7%	$93.99	—	SHS	H0023R105
CPA	COPA HOLDINGS SA	1,064,251	$170M	0.7%	$87.82	+19.2%	CL A	P31076105
EA	ELECTRONIC ARTS INC	7,400,699	$170M	0.7%	$20.04	+16.4%	COM	285512109
CHKP	CHECK POINT SOFTWARE TECH LT	2,584,346	$167M	0.7%	$52.18	+15.2%	ORD	M22465104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	1,635,835	$165M	0.7%	$35.44	+13.9%	CL A	192446102
—	MOBILE TELESYSTEMS OJSC	7,636,301	$165M	0.7%	$19.90	—	SPONSORED ADR	607409109
—	TIME WARNER INC	2,364,726	$165M	0.7%	$60.79	—	COM NEW	887317303
AIG	AMERICAN INTL GROUP INC	3,149,654	$161M	0.6%	$34.52	+9.7%	COM NEW	026874784
SIG	SIGNET JEWELERS LIMITED	2,020,630	$160M	0.6%	$55.04	+11.0%	SHS	G81276100
NVDA	NVIDIA CORP	9,864,156	$158M	0.6%	$0.32	+13.3%	COM	67066G104
—	SOUFUN HLDGS LTD	1,860,513	$153M	0.6%	$24.82	—	ADR	836034108
NSC	NORFOLK SOUTHERN CORP	1,627,617	$151M	0.6%	$59.42	+10.6%	COM	655844108
—	GENERAL ELECTRIC CO	5,326,127	$149M	0.6%	$23.43	—	COM	369604103
TXT	TEXTRON INC	4,025,554	$148M	0.6%	$29.47	+2.3%	COM	883203101
JPM	JPMORGAN CHASE & CO	2,519,426	$147M	0.6%	$37.53	+5.6%	COM	46625H100
DG	DOLLAR GEN CORP NEW	2,416,414	$146M	0.6%	$46.73	+9.3%	COM	256677105
ITUB	ITAU UNIBANCO HLDG SA	10,607,000	$144M	0.6%	$12.92	—	SPON ADR REP PFD	465562106
—	VIACOM INC NEW	1,617,905	$141M	0.6%	$69.16	—	CL B	92553P201
HAS	HASBRO INC	2,546,509	$140M	0.6%	$31.14	+10.7%	COM	418056107
—	NATIONAL OILWELL VARCO INC	1,738,269	$138M	0.6%	$75.82	—	COM	637071101
CAG	CONAGRA FOODS INC	4,084,813	$138M	0.6%	$16.58	0.0%	COM	205887102
—	MEAD JOHNSON NUTRITION CO	1,640,995	$137M	0.6%	$81.60	—	COM	582839106
—	COCA COLA ENTERPRISES INC NE	3,109,891	$137M	0.6%	$41.30	—	COM	19122T109
AZO	AUTOZONE INC	266,092	$127M	0.5%	$423.73	+5.9%	COM	053332102
ABEV	AMBEV SA	17,281,489	$127M	0.5%	$7.35	—	SPONSORED ADR	02319V103
GM	GENERAL MTRS CO	3,106,876	$127M	0.5%	$28.11	+0.2%	COM	37045V100
AMZN	AMAZON COM INC	310,639	$124M	0.5%	$13.82	+30.1%	COM	023135106
CME	CME GROUP INC	1,553,037	$122M	0.5%	$42.41	+11.8%	COM	12572Q105
DIS	DISNEY WALT CO	1,569,006	$120M	0.5%	$57.47	+7.3%	COM DISNEY	254687106
—	SINA CORP	1,367,587	$115M	0.5%	$55.73	—	ORD	G81477104
—	SYMANTEC CORP	4,876,713	$115M	0.5%	$22.93	—	COM	871503108
—	COVIDIEN PLC	1,678,702	$114M	0.5%	$64.03	—	SHS	G2554F113
VNET	21VIANET GROUP INC	4,827,223	$114M	0.5%	$13.44	—	SPONSORED ADR	90138A103
—	BITAUTO HLDGS LTD	3,527,380	$113M	0.5%	$11.19	—	SPONSORED ADS	091727107
—	MEDTRONIC INC	1,939,339	$111M	0.4%	$52.83	—	COM	585055106
—	AON PLC	1,304,885	$109M	0.4%	$65.72	—	SHS CL A	G0408V102
BAP	CREDICORP LTD	824,201	$109M	0.4%	$98.96	-3.5%	COM	G2519Y108
RIG	TRANSOCEAN LTD	2,228,465	$109M	0.4%	$50.97	-4.0%	REG SHS	H8817H100
EBAY	EBAY INC	1,942,157	$107M	0.4%	$20.14	-2.2%	COM	278642103
RCL	ROYAL CARIBBEAN CRUISES LTD	2,187,125	$104M	0.4%	$36.36	0.0%	COM	V7780T103
MET	METLIFE INC	1,895,131	$102M	0.4%	$25.95	+16.1%	COM	59156R108
PFE	PFIZER INC	3,304,941	$101M	0.4%	$16.84	+4.7%	COM	717081103
XOM	EXXON MOBIL CORP	998,366	$101M	0.4%	$54.12	+3.4%	COM	30231G102
WMT	WAL-MART STORES INC	1,267,547	$99.74M	0.4%	$19.98	+1.8%	COM	931142103
—	NUANCE COMMUNICATIONS INC	6,241,977	$94.88M	0.4%	$18.11	—	COM	67020Y100
FMX	FOMENTO ECONOMICO MEXICANO S	961,359	$94.09M	0.4%	$103.19	—	SPON ADR UNITS	344419106
—	ALLERGAN INC	825,864	$91.74M	0.4%	$93.57	—	COM	018490102
NDAQ	NASDAQ OMX GROUP INC	2,267,798	$90.26M	0.4%	$9.93	+1.3%	COM	631103108
GRFS	GRIFOLS S A	2,454,560	$88.66M	0.4%	$30.82	—	SP ADR REP B NVT	398438408
RHP	RYMAN HOSPITALITY PPTYS INC	2,076,747	$86.77M	0.3%	$41.78	—	COM	78377T107
CNC	CENTENE CORP DEL	1,465,069	$86.37M	0.3%	$13.56	+10.3%	COM	15135B101
HAL	HALLIBURTON CO	1,657,018	$84.09M	0.3%	$33.21	+24.3%	COM	406216101
OXY	OCCIDENTAL PETE CORP DEL	877,913	$83.49M	0.3%	$57.83	+9.6%	COM	674599105
FISV	FISERV INC	1,411,772	$83.36M	0.3%	$24.74	+9.0%	COM	337738108
UPS	UNITED PARCEL SERVICE INC	783,359	$82.31M	0.3%	$55.41	+16.3%	CL B	911312106
KMB	KIMBERLY CLARK CORP	770,003	$80.44M	0.3%	$62.40	+6.3%	COM	494368103
HOG	HARLEY DAVIDSON INC	1,094,482	$75.78M	0.3%	$54.76	+21.0%	COM	412822108
ZBH	ZIMMER HLDGS INC	812,864	$75.75M	0.3%	$71.30	+9.8%	COM	98956P102
FDX	FEDEX CORP	504,855	$72.58M	0.3%	$83.10	+34.9%	COM	31428X106
—	DR PEPPER SNAPPLE GROUP INC	1,475,080	$71.87M	0.3%	$46.19	—	COM	26138E109
—	E M C CORP MASS	2,855,817	$71.82M	0.3%	$24.65	—	COM	268648102
NKE	NIKE INC	879,240	$69.14M	0.3%	$26.53	+23.9%	CL B	654106103
EFX	EQUIFAX INC	984,748	$68.04M	0.3%	$53.55	+7.6%	COM	294429105
—	TIME WARNER CABLE INC	496,439	$67.27M	0.3%	$112.48	—	COM	88732J207
—	INGERSOLL-RAND PLC	1,089,151	$67.09M	0.3%	$55.52	—	SHS	G47791101
—	CAMERON INTERNATIONAL CORP	1,126,488	$67.06M	0.3%	$60.62	—	COM	13342B105
EQT	EQT CORP	726,756	$65.25M	0.3%	$40.32	+7.4%	COM	26884L109
MAT	MATTEL INC	1,362,903	$64.85M	0.3%	$43.83	+1.7%	COM	577081102
—	VALIDUS HOLDINGS LTD	1,604,969	$64.66M	0.3%	$36.17	—	COM SHS	G9319H102
NBIS	YANDEX N V	1,476,562	$63.71M	0.3%	$27.63	—	SHS CLASS A	N97284108
—	ALTERA CORP	1,954,182	$63.57M	0.3%	$35.58	—	COM	021441100
HBAN	HUNTINGTON BANCSHARES INC	6,444,640	$62.19M	0.3%	$4.90	+15.8%	COM	446150104
—	AETNA INC NEW	894,100	$61.33M	0.2%	$63.54	—	COM	00817Y108
—	VALEANT PHARMACEUTICALS INTL	521,971	$61.25M	0.2%	$97.12	—	COM	91911K102
UNP	UNION PAC CORP	361,030	$60.65M	0.2%	$57.64	+5.0%	COM	907818108
MDLZ	MONDELEZ INTL INC	1,695,259	$59.84M	0.2%	$23.37	+9.2%	CL A	609207105
—	ROSETTA RESOURCES INC	1,233,389	$59.25M	0.2%	$48.11	—	COM	777779307
—	SALIX PHARMACEUTICALS INC	656,872	$59.08M	0.2%	$73.65	—	COM	795435106
HD	HOME DEPOT INC	706,779	$58.2M	0.2%	$56.33	+4.2%	COM	437076102
—	BB&T CORP	1,546,266	$57.71M	0.2%	$34.80	—	COM	054937107
CVX	CHEVRON CORP NEW	459,061	$57.34M	0.2%	$71.30	+1.7%	COM	166764100
SJM	SMUCKER J M CO	543,893	$56.36M	0.2%	$71.21	+4.7%	COM NEW	832696405
PG	PROCTER & GAMBLE CO	682,661	$55.58M	0.2%	$56.33	+3.0%	COM	742718109
DHR	DANAHER CORP DEL	719,597	$55.55M	0.2%	$25.27	+17.6%	COM	235851102
—	REALOGY HLDGS CORP	1,120,528	$55.43M	0.2%	$43.73	—	COM	75605Y106
MAS	MASCO CORP	2,394,753	$54.53M	0.2%	$15.23	+2.0%	COM	574599106
RDY	DR REDDYS LABS LTD	1,326,872	$54.44M	0.2%	$38.37	—	ADR	256135203
—	CHINA LODGING GROUP LTD	1,778,678	$54.18M	0.2%	$16.27	—	SPONSORED ADR	16949N109
KO	COCA COLA CO	1,296,845	$53.57M	0.2%	$27.85	-3.3%	COM	191216100
—	URS CORP NEW	1,002,048	$53.1M	0.2%	$52.99	—	COM	903236107
A	AGILENT TECHNOLOGIES INC	920,822	$52.66M	0.2%	$34.38	0.0%	COM	00846U101
TAL	TAL ED GROUP	2,332,359	$51.29M	0.2%	$11.52	—	ADS REPSTG COM	874080104
—	PENTAIR LTD	654,551	$50.84M	0.2%	$60.39	—	SHS	H6169Q108
—	MONSANTO CO NEW	432,234	$50.38M	0.2%	$104.18	—	COM	61166W101
—	JOHNSON CTLS INC	977,349	$50.14M	0.2%	$45.01	—	COM	478366107
MMM	3M CO	357,268	$50.11M	0.2%	$63.31	+14.8%	COM	88579Y101
—	RIVERBED TECHNOLOGY INC	2,767,071	$50.03M	0.2%	$15.62	—	COM	768573107
—	BEAM INC	722,937	$49.2M	0.2%	$63.72	—	COM	073730103
—	KELLOGG CO	797,883	$48.73M	0.2%	$38.73	-2.5%	COM	487836108
—	51JOB INC	619,524	$48.26M	0.2%	$67.98	—	SP ADR REP COM	316827104
—	DELPHI AUTOMOTIVE PLC	791,198	$47.58M	0.2%	$51.03	—	SHS	G27823106
LOW	LOWES COS INC	950,000	$47.07M	0.2%	$32.16	+21.7%	COM	548661107
—	COVANCE INC	530,994	$46.76M	0.2%	$77.20	—	COM	222816100
—	HOSPIRA INC	1,127,036	$46.52M	0.2%	$41.28	—	COM	441060100
MRK	MERCK & CO INC NEW	911,320	$45.61M	0.2%	$30.21	+3.6%	COM	58933Y105
MO	ALTRIA GROUP INC	1,184,827	$45.49M	0.2%	$16.30	+5.2%	COM	02209S103
SYK	STRYKER CORP	585,166	$43.97M	0.2%	$56.92	+10.8%	COM	863667101
PEP	PEPSICO INC	522,224	$43.31M	0.2%	$57.00	+1.3%	COM	713448108
—	TYCO INTERNATIONAL LTD	1,045,541	$42.91M	0.2%	$32.95	—	SHS	H89128104
—	VARIAN MED SYS INC	548,416	$42.61M	0.2%	$67.45	—	COM	92220P105
—	MARATHON OIL CORP	1,205,899	$42.57M	0.2%	$34.72	—	COM	565849106
—	TATA MTRS LTD	1,381,750	$42.56M	0.2%	$28.40	—	SPONSORED ADR	876568502
KLAC	KLA-TENCOR CORP	650,281	$41.92M	0.2%	$35.10	+13.3%	COM	482480100
EXP	EAGLE MATERIALS INC	536,586	$41.55M	0.2%	$65.36	+8.6%	COM	26969P108
—	CITRIX SYS INC	650,415	$41.14M	0.2%	$61.31	—	COM	177376100
—	REYNOLDS AMERICAN INC	818,395	$40.91M	0.2%	$48.99	—	COM	761713106
—	TE CONNECTIVITY LTD	739,478	$40.75M	0.2%	$46.62	—	REG SHS	H84989104
AZN	ASTRAZENECA PLC	684,055	$40.61M	0.2%	$53.68	—	SPONSORED ADR	046353108
—	SBA COMMUNICATIONS CORP	445,856	$40.06M	0.2%	$74.33	—	COM	78388J106
—	HESS CORP	478,046	$39.68M	0.2%	$66.49	—	COM	42809H107
MCD	MCDONALDS CORP	407,141	$39.51M	0.2%	$70.68	-1.0%	COM	580135101
RRX	REGAL BELOIT CORP	521,765	$38.47M	0.2%	$69.46	+4.4%	COM	758750103
NTAP	NETAPP INC	931,580	$38.33M	0.2%	$27.50	+9.7%	COM	64110D104
SPG	SIMON PPTY GROUP INC NEW	246,630	$37.53M	0.2%	$81.83	-1.1%	COM	828806109
EL	LAUDER ESTEE COS INC	490,084	$36.91M	0.1%	$60.49	+2.7%	CL A	518439104
—	ACTAVIS PLC	217,862	$36.6M	0.1%	$168.00	—	SHS	G0083B108
—	ASIAINFO-LINKAGE INC	3,054,592	$36.53M	0.1%	$11.54	—	COM	04518A104
—	PRAXAIR INC	280,309	$36.45M	0.1%	$122.41	—	COM	74005P104
ILMN	ILLUMINA INC	327,604	$36.24M	0.1%	$65.99	+38.8%	COM	452327109
ABT	ABBOTT LABS	944,761	$36.21M	0.1%	$28.29	+3.3%	COM	002824100
MPC	MARATHON PETE CORP	389,991	$35.77M	0.1%	$26.39	+1.7%	COM	56585A102
—	ASHLAND INC NEW	357,557	$34.7M	0.1%	$91.44	—	COM	044209104
HON	HONEYWELL INTL INC	369,258	$33.74M	0.1%	$55.16	+10.3%	COM	438516106
—	KOFAX LTD	4,965,487	$33.53M	0.1%	$6.75	—	COM USD	G5307C105
WY	WEYERHAEUSER CO	1,034,512	$32.66M	0.1%	$18.51	+1.7%	COM	962166104
DOX	AMDOCS LTD	787,777	$32.49M	0.1%	$28.74	+10.3%	ORD	G02602103
NXPI	NXP SEMICONDUCTORS N V	699,574	$32.13M	0.1%	$32.99	+10.9%	COM	N6596X109
—	MONSTER BEVERAGE CORP	472,305	$32.01M	0.1%	$60.77	—	COM	611740101
FFIV	F5 NETWORKS INC	351,044	$31.9M	0.1%	$79.11	+7.7%	COM	315616102
TRIP	TRIPADVISOR INC	382,498	$31.68M	0.1%	$54.52	+33.4%	COM	896945201
CMG	CHIPOTLE MEXICAN GRILL INC	59,299	$31.59M	0.1%	$7.34	+38.5%	COM	169656105
BWA	BORGWARNER INC	558,514	$31.23M	0.1%	$34.13	+14.1%	COM	099724106
—	UNITED TECHNOLOGIES CORP	273,313	$31.1M	0.1%	$110.31	—	COM	913017109
—	CELGENE CORP	179,497	$30.33M	0.1%	$130.53	—	COM	151020104
VZ	VERIZON COMMUNICATIONS INC	611,041	$30.03M	0.1%	$26.90	-1.1%	COM	92343V104
EOG	EOG RES INC	178,476	$29.95M	0.1%	$46.52	+34.0%	COM	26875P101
—	FIRST CASH FINL SVCS INC	480,109	$29.69M	0.1%	$49.21	—	COM	31942D107
BF/B	BROWN FORMAN CORP	390,200	$29.49M	0.1%	$22.77	+4.8%	CL B	115637209
—	ISOFTSTONE HLDGS LTD	5,752,325	$29.45M	0.1%	$5.16	—	SPONS ADR SHS	46489B108
—	STAPLES INC	1,849,581	$29.39M	0.1%	$15.57	—	COM	855030102
MOS	MOSAIC CO NEW	621,276	$29.37M	0.1%	$43.21	-15.9%	COM	61945C103
—	SK TELECOM LTD	1,189,415	$29.28M	0.1%	$20.69	—	SPONSORED ADR	78440P108
BK	BANK NEW YORK MELLON CORP	835,017	$29.18M	0.1%	$21.68	+12.1%	COM	064058100
HCA	HCA HOLDINGS INC	583,437	$27.84M	0.1%	$39.94	+7.6%	COM	40412C101
HSIC	SCHEIN HENRY INC	243,025	$27.77M	0.1%	$36.66	+19.3%	COM	806407102
IVZ	INVESCO LTD	751,750	$27.36M	0.1%	$19.66	+3.2%	SHS	G491BT108
QCOM	QUALCOMM INC	367,910	$27.32M	0.1%	$50.36	0.0%	COM	747525103
—	E-COMMERCE CHINA DANGDANG IN	2,778,457	$26.53M	0.1%	$9.98	—	SPN ADS COM A	26833A105
—	SANDISK CORP	375,000	$26.45M	0.1%	$60.99	—	COM	80004C101
GD	GENERAL DYNAMICS CORP	273,567	$26.14M	0.1%	$66.19	+3.8%	COM	369550108
MRSH	MARSH & MCLENNAN COS INC	535,878	$25.91M	0.1%	$31.33	+19.4%	COM	571748102
T	AT&T INC	731,402	$25.72M	0.1%	$11.39	-1.9%	COM	00206R102
—	MCGRAW HILL FINL INC	325,000	$25.41M	0.1%	$53.19	—	COM	580645109
TEVA	TEVA PHARMACEUTICAL INDS LTD	625,496	$25.07M	0.1%	$39.54	—	ADR	881624209
—	SIRONA DENTAL SYSTEMS INC	354,600	$24.89M	0.1%	$65.88	—	COM	82966C103
—	NOBLE CORP PLC	659,743	$24.72M	0.1%	$37.47	—	SHS USD	G65431101
PLCE	CHILDRENS PL RETAIL STORES I	430,109	$24.5M	0.1%	$52.02	+4.2%	COM	168905107
—	NAVISTAR INTL CORP NEW	639,489	$24.42M	0.1%	$29.61	—	COM	63934E108
BVN	COMPANIA DE MINAS BUENAVENTU	2,169,686	$24.34M	0.1%	$11.22	—	SPONSORED ADR	204448104
MLCO	MELCO CROWN ENTMT LTD	619,600	$24.3M	0.1%	$35.94	—	ADR	585464100
EME	EMCOR GROUP INC	569,099	$24.15M	0.1%	$37.06	-0.6%	COM	29084Q100
UNH	UNITEDHEALTH GROUP INC	318,479	$23.98M	0.1%	$54.03	+9.4%	COM	91324P102
SLB	SCHLUMBERGER LTD	263,910	$23.78M	0.1%	$65.05	0.0%	COM	806857108
MLM	MARTIN MARIETTA MATLS INC	237,500	$23.74M	0.1%	$91.75	-3.2%	COM	573284106
—	ENSCO PLC	402,591	$23.02M	0.1%	$57.21	—	SHS CLASS A	G3157S106
COP	CONOCOPHILLIPS	325,667	$23.01M	0.1%	$44.49	+8.8%	COM	20825C104
—	LAM RESEARCH CORP	422,273	$22.99M	0.1%	$48.91	—	COM	512807108
SWKS	SKYWORKS SOLUTIONS INC	800,000	$22.85M	0.1%	$17.70	+18.2%	COM	83088M102
—	FIDELITY NATIONAL FINANCIAL	701,957	$22.78M	0.1%	$32.45	—	CL A	31620R105
IMO	IMPERIAL OIL LTD	510,537	$22.61M	0.1%	$30.07	+12.0%	COM NEW	453038408
MU	MICRON TECHNOLOGY INC	1,026,200	$22.33M	0.1%	$10.81	+75.4%	COM	595112103
TDG	TRANSDIGM GROUP INC	136,516	$21.98M	0.1%	$73.48	+10.6%	COM	893641100
—	ROWAN COMPANIES PLC	612,304	$21.65M	0.1%	$35.14	—	SHS CL A	G7665A101
PRU	PRUDENTIAL FINL INC	234,330	$21.61M	0.1%	$38.68	+33.1%	COM	744320102
COF	CAPITAL ONE FINL CORP	281,308	$21.55M	0.1%	$47.34	+21.1%	COM	14040H105
—	TIBCO SOFTWARE INC	949,000	$21.33M	0.1%	$22.24	—	COM	88632Q103
GWW	GRAINGER W W INC	83,475	$21.32M	0.1%	$203.28	+5.0%	COM	384802104
—	CHESAPEAKE ENERGY CORP	784,131	$21.28M	0.1%	$27.14	—	COM	165167107
MD	MEDNAX INC	395,828	$21.13M	0.1%	$51.99	+3.2%	COM	58502B106
PM	PHILIP MORRIS INTL INC	238,767	$20.8M	0.1%	$49.85	-4.0%	COM	718172109
MAC	MACERICH CO	350,773	$20.66M	0.1%	$58.31	—	COM	554382101
VIPS	VIPSHOP HLDGS LTD	246,500	$20.63M	0.1%	$48.88	—	SPONSORED ADR	92763W103
—	CUBIST PHARMACEUTICALS INC	298,316	$20.55M	0.1%	$57.67	—	COM	229678107
CIG	COMPANHIA ENERGETICA DE MINA	2,630,551	$20.49M	0.1%	$8.97	—	SP ADR N-V PFD	204409601
—	VCA ANTECH INC	646,989	$20.29M	0.1%	$27.86	—	COM	918194101
—	ARRIS GROUP INC NEW	829,520	$20.21M	0.1%	$21.84	—	COM	04270V106
YUM	YUM BRANDS INC	266,976	$20.19M	0.1%	$39.67	+3.1%	COM	988498101
MFC	MANULIFE FINL CORP	1,022,700	$20.11M	0.1%	$15.72	+16.3%	COM	56501R106
ROK	ROCKWELL AUTOMATION INC	168,102	$19.86M	0.1%	$77.31	+13.0%	COM	773903109
—	FINANCIAL ENGINES INC	282,347	$19.62M	0.1%	$48.41	—	COM	317485100
EMN	EASTMAN CHEM CO	241,800	$19.51M	0.1%	$49.90	+7.6%	COM	277432100
EWY	ISHARES	300,000	$19.4M	0.1%	$54.45	—	MSCI STH KOR ETF	464286772
—	TECHNE CORP	204,666	$19.38M	0.1%	$86.83	—	COM	878377100
—	CNINSURE INC	3,195,059	$19.3M	0.1%	$6.00	—	SPONSORED ADR	18976M103
WDC	WESTERN DIGITAL CORP	230,000	$19.3M	0.1%	$35.69	+28.6%	COM	958102105
—	CANADIAN PAC RY LTD	125,533	$18.98M	0.1%	$122.71	—	COM	13645T100
—	CHINACACHE INTL HLDG LTD	2,098,094	$18.69M	0.1%	$7.94	—	SPON ADR	16950M107
—	PLATINUM GROUP METALS LTD	15,603,377	$18.66M	0.1%	$0.90	—	COM NEW	72765Q205
—	JUNIPER NETWORKS INC	815,912	$18.41M	0.1%	$19.31	—	COM	48203R104
—	HUBBELL INC	168,996	$18.4M	0.1%	$99.00	—	CL B	443510201
ICLR	ICON PLC	448,611	$18.13M	0.1%	$38.92	+2.1%	SHS	G4705A100
—	NEWMONT MINING CORP	18,000,000	$18.04M	0.1%	$1.01	—	NOTE 1.250% 7/1	651639AH9
VRSK	VERISK ANALYTICS INC	273,776	$17.99M	0.1%	$58.73	+6.9%	CL A	92345Y106
AAL	AMERICAN AIRLS GROUP INC	710,800	$17.95M	0.1%	$21.78	0.0%	COM	02376R102
GLW	CORNING INC	1,003,366	$17.88M	0.1%	$10.49	+14.9%	COM	219350105
V	VISA INC	79,460	$17.69M	0.1%	$43.32	+6.8%	COM CL A	92826C839
CNH	CNH INDL N V	1,537,700	$17.53M	0.1%	$7.98	0.0%	SHS	N20944109
—	CREDIT SUISSE GROUP	560,397	$17.39M	0.1%	$27.72	—	SPONSORED ADR	225401108
—	CBS CORP NEW	272,470	$17.37M	0.1%	$51.08	—	CL B	124857202
TGT	TARGET CORP	271,509	$17.18M	0.1%	$47.09	-5.3%	COM	87612E106
—	COMPANHIA BRASILEIRA DE DIST	382,816	$17.1M	0.1%	$45.35	—	SPN ADR PFD CL A	20440T201
BJRI	BJS RESTAURANTS INC	545,426	$16.94M	0.1%	$30.65	-8.7%	COM	09180C106
—	ALEXION PHARMACEUTICALS INC	124,673	$16.59M	0.1%	$133.06	—	COM	015351109
CIEN	CIENA CORP	683,700	$16.36M	0.1%	$22.95	+3.8%	COM NEW	171779309
FLO	FLOWERS FOODS INC	761,100	$16.34M	0.1%	$14.39	+0.6%	COM	343498101
—	XILINX INC	353,671	$16.24M	0.1%	$39.61	—	COM	983919101
FBIN	FORTUNE BRANDS HOME & SEC IN	355,108	$16.23M	0.1%	$27.93	+9.0%	COM	34964C106
—	COOPER COS INC	130,912	$16.21M	0.1%	$120.14	—	COM NEW	216648402
—	BROADCOM CORP	543,799	$16.12M	0.1%	$27.61	—	CL A	111320107
IP	INTL PAPER CO	328,008	$16.08M	0.1%	$25.93	+0.4%	COM	460146103
TD	TORONTO DOMINION BK ONT	168,614	$15.89M	0.1%	$40.33	+12.8%	COM NEW	891160509
—	QIHOO 360 TECHNOLOGY CO LTD	193,330	$15.86M	0.1%	$46.17	—	ADS	74734M109
HST	HOST HOTELS & RESORTS INC	814,790	$15.84M	0.1%	$10.87	+4.8%	COM	44107P104
—	ALERE INC	436,097	$15.79M	0.1%	$32.35	—	COM	01449J105
GHC	GRAHAM HLDGS CO	23,639	$15.68M	0.1%	$339.79	0.0%	COM	384637104
WFC	WELLS FARGO & CO NEW	343,354	$15.59M	0.1%	$27.50	+11.9%	COM	949746101
—	DIRECTV	224,450	$15.51M	0.1%	$67.10	—	COM	25490A309
EXPD	EXPEDITORS INTL WASH INC	350,400	$15.51M	0.1%	$36.38	+2.3%	COM	302130109
—	ESTERLINE TECHNOLOGIES CORP	151,432	$15.44M	0.1%	$73.37	—	COM	297425100
PII	POLARIS INDS INC	105,900	$15.42M	0.1%	$90.50	+47.9%	COM	731068102
PH	PARKER HANNIFIN CORP	119,323	$15.35M	0.1%	$81.47	+16.6%	COM	701094104
FIS	FIDELITY NATL INFORMATION SV	284,431	$15.27M	0.1%	$39.91	+0.3%	COM	31620M106
DCI	DONALDSON INC	347,240	$15.09M	0.1%	$29.49	+13.0%	COM	257651109
BIIB	BIOGEN IDEC INC	53,918	$15.08M	0.1%	$216.52	+19.5%	COM	09062X103
DE	DEERE & CO	165,000	$15.07M	0.1%	$68.04	-0.9%	COM	244199105
PLD	PROLOGIS INC	400,593	$14.8M	0.1%	$26.02	+2.8%	COM	74340W103
—	LORILLARD INC	286,980	$14.54M	0.1%	$50.68	—	COM	544147101
—	CBL & ASSOC PPTYS INC	798,052	$14.33M	0.1%	$18.11	—	COM	124830100
—	GOLDCORP INC NEW	14,270,000	$14.31M	0.1%	$1.01	—	NOTE 2.000% 8/0	380956AB8
AVB	AVALONBAY CMNTYS INC	119,951	$14.18M	0.1%	$86.09	-4.6%	COM	053484101
—	DEVRY ED GROUP INC	397,398	$14.11M	0.1%	$35.50	—	COM	251893103
BAX	BAXTER INTL INC	201,300	$14M	0.1%	$30.42	-3.9%	COM	071813109
—	TEAM HEALTH HOLDINGS INC	305,412	$13.91M	0.1%	$38.65	—	COM	87817A107
—	SL GREEN RLTY CORP	148,457	$13.71M	0.1%	$89.00	—	COM	78440X101
TMUS	T-MOBILE US INC	407,650	$13.71M	0.1%	$26.04	+1.7%	COM	872590104
ALLE	ALLEGION PUB LTD CO	310,173	$13.71M	0.1%	$38.52	0.0%	ORD SHS	G0176J109
HP	HELMERICH & PAYNE INC	162,650	$13.68M	0.1%	$61.57	+26.4%	COM	423452101
ALL	ALLSTATE CORP	250,300	$13.65M	0.1%	$37.12	+10.7%	COM	020002101
BMRN	BIOMARIN PHARMACEUTICAL INC	192,268	$13.51M	0.1%	$63.13	+7.6%	COM	09061G101
—	AUTONAVI HLDGS LTD	942,612	$13.43M	0.1%	$12.07	—	SPONSORED ADR	05330F106
HUM	HUMANA INC	129,830	$13.4M	0.1%	$75.50	+17.7%	COM	444859102
—	MANTECH INTL CORP	445,207	$13.32M	0.1%	$28.79	—	CL A	564563104
—	MELLANOX TECHNOLOGIES LTD	333,248	$13.32M	0.1%	$42.74	—	SHS	M51363113
—	BARRACUDA NETWORKS INC	335,500	$13.31M	0.1%	$39.68	—	COM	068323104
—	SAFEWAY INC	406,344	$13.23M	0.1%	$23.66	—	COM NEW	786514208
—	CHANGYOU COM LTD	411,900	$13.2M	0.1%	$30.44	—	ADS REP CL A	15911M107
—	TAUBMAN CTRS INC	205,823	$13.16M	0.1%	$63.92	—	COM	876664103
LEA	LEAR CORP	161,500	$13.08M	0.1%	$46.85	+36.3%	COM NEW	521865204
—	ULTRA PETROLEUM CORP	602,064	$13.04M	0.1%	$21.65	—	COM	903914109
—	GOLDCORP INC NEW	583,508	$12.66M	0.1%	$24.91	—	COM	380956409
—	GENERAL GROWTH PPTYS INC NEW	628,882	$12.62M	0.1%	$19.74	—	COM	370023103
—	INTERPUBLIC GROUP COS INC	709,261	$12.55M	0.1%	$10.53	+4.9%	COM	460690100
BAC	BANK OF AMERICA CORPORATION	801,814	$12.48M	0.1%	$10.03	+16.5%	COM	060505104
—	CROWN CASTLE INTL CORP	167,293	$12.28M	0.0%	$72.57	—	COM	228227104
VTR	VENTAS INC	210,972	$12.08M	0.0%	$42.87	-5.3%	COM	92276F100
—	ARCELORMITTAL SA LUXEMBOURG	667,221	$11.9M	0.0%	$17.84	—	NY REGISTRY SH	03938L104
STT	STATE STR CORP	158,329	$11.62M	0.0%	$45.41	+11.5%	COM	857477103
LVS	LAS VEGAS SANDS CORP	147,000	$11.59M	0.0%	$50.77	0.0%	COM	517834107
PSA	PUBLIC STORAGE	73,983	$11.14M	0.0%	$98.46	+1.7%	COM	74460D109
—	DUPONT FABROS TECHNOLOGY INC	450,187	$11.12M	0.0%	$24.91	—	COM	26613Q106
NEE	NEXTERA ENERGY INC	128,253	$10.98M	0.0%	$14.73	+3.8%	COM	65339F101
—	ENDO HEALTH SOLUTIONS INC	161,740	$10.91M	0.0%	$60.61	—	COM	29264F205
—	GANNETT INC	368,024	$10.89M	0.0%	$28.97	—	COM	364730101
DAL	DELTA AIR LINES INC DEL	385,852	$10.6M	0.0%	$22.65	+3.0%	COM NEW	247361702
CMS	CMS ENERGY CORP	395,602	$10.59M	0.0%	$18.61	+0.0%	COM	125896100
CHDN	CHURCHILL DOWNS INC	117,853	$10.57M	0.0%	$12.28	+10.1%	COM	171484108
BC	BRUNSWICK CORP	227,683	$10.49M	0.0%	$26.84	+36.4%	COM	117043109
DB	DEUTSCHE BANK AG	216,735	$10.41M	0.0%	$30.70	+7.7%	NAMEN AKT	D18190898
—	AMERICA MOVIL SAB DE CV	444,300	$10.38M	0.0%	$21.75	—	SPON ADR L SHS	02364W105
AMG	AFFILIATED MANAGERS GROUP	47,199	$10.24M	0.0%	$154.99	+24.6%	COM	008252108
RY	ROYAL BK CDA MONTREAL QUE	152,060	$10.22M	0.0%	$60.10	+10.3%	COM	780087102
—	RYLAND GROUP INC	229,277	$9.953M	0.0%	$40.54	—	COM	783764103
ATHM	AUTOHOME INC	270,534	$9.899M	0.0%	$36.59	—	SP ADR RP CL A	05278C107
MA	MASTERCARD INC	11,838	$9.89M	0.0%	$51.54	+34.0%	CL A	57636Q104
MCO	MOODYS CORP	125,000	$9.809M	0.0%	$53.43	+20.7%	COM	615369105
—	MERITOR INC	931,520	$9.716M	0.0%	$8.17	—	COM	59001K100
CL	COLGATE PALMOLIVE CO	148,050	$9.654M	0.0%	$44.58	+8.6%	COM	194162103
IRWD	IRONWOOD PHARMACEUTICALS INC	826,765	$9.599M	0.0%	$12.12	-25.9%	COM CL A	46333X108
—	SUNPOWER CORP	320,200	$9.545M	0.0%	$29.81	—	COM	867652406
—	APOLLO ED GROUP INC	344,369	$9.408M	0.0%	$27.32	—	CL A	037604105
—	BONANZA CREEK ENERGY INC	213,228	$9.269M	0.0%	$48.26	—	COM	097793103
—	VITAMIN SHOPPE INC	178,013	$9.258M	0.0%	$44.65	—	COM	92849E101
PBR	PETROLEO BRASILEIRO SA PETRO	662,854	$9.134M	0.0%	$13.42	—	SPONSORED ADR	71654V408
INFY	INFOSYS LTD	159,151	$9.008M	0.0%	$56.60	—	SPONSORED ADR	456788108
FMC	F M C CORP	119,297	$9.002M	0.0%	$41.59	+18.3%	COM NEW	302491303
—	TOTAL SYS SVCS INC	269,880	$8.982M	0.0%	$33.28	—	COM	891906109
—	XOOM CORP	322,050	$8.815M	0.0%	$31.81	—	COM	98419Q101
ESS	ESSEX PPTY TR INC	61,400	$8.812M	0.0%	$104.19	0.0%	COM	297178105
—	UBIQUITI NETWORKS INC	190,300	$8.746M	0.0%	$45.96	—	COM	90347A100
—	DDR CORP	560,250	$8.611M	0.0%	$15.71	—	COM	23317H102
—	OREXIGEN THERAPEUTICS INC	1,505,486	$8.476M	0.0%	$5.78	—	COM	686164104
ATO	ATMOS ENERGY CORP	185,391	$8.42M	0.0%	$31.05	+5.3%	COM	049560105
CMI	CUMMINS INC	59,393	$8.373M	0.0%	$84.08	+14.5%	COM	231021106
CRTO	CRITEO S A	240,712	$8.232M	0.0%	$34.20	—	SPONS ADS	226718104
MELI	MERCADOLIBRE INC	76,335	$8.228M	0.0%	$105.85	+11.1%	COM	58733R102
DLR	DIGITAL RLTY TR INC	163,294	$8.021M	0.0%	$33.39	-6.9%	COM	253868103
—	BLUE NILE INC	168,581	$7.938M	0.0%	$41.64	—	COM	09578R103
—	LIFELOCK INC	483,012	$7.926M	0.0%	$15.49	—	COM	53224V100
OLED	UNIVERSAL DISPLAY CORP	223,162	$7.668M	0.0%	$28.09	+12.3%	COM	91347P105
—	L BRANDS INC	123,072	$7.612M	0.0%	$50.33	—	COM	501797104
PBR/A	PETROLEO BRASILEIRO SA PETRO	517,221	$7.598M	0.0%	$14.66	—	SP ADR NON VTG	71654V101
—	BONA FILM GROUP LTD	1,309,972	$7.519M	0.0%	$4.78	—	SPONSORED ADS	09777B107
KIM	KIMCO RLTY CORP	380,667	$7.518M	0.0%	$11.87	-2.1%	COM	49446R109
—	PRICELINE COM INC	6,338	$7.367M	0.0%	$827.10	—	COM NEW	741503403
—	KOSMOS ENERGY LTD	652,736	$7.298M	0.0%	$10.16	—	SHS	G5315B107
HDB	HDFC BANK LTD	208,486	$7.18M	0.0%	$35.57	—	ADR REPS 3 SHS	40415F101
AMT	AMERICAN TOWER CORP NEW	89,095	$7.112M	0.0%	$59.51	-1.7%	COM	03027X100
—	SCORPIO TANKERS INC	587,297	$6.924M	0.0%	$9.02	—	SHS	Y7542C106
CTRA	CABOT OIL & GAS CORP	177,905	$6.896M	0.0%	$25.81	0.0%	COM	127097103
—	HARRIS CORP DEL	98,032	$6.844M	0.0%	$69.81	—	COM	413875105
VLO	VALERO ENERGY CORP NEW	134,485	$6.778M	0.0%	$26.63	+0.8%	COM	91913Y100
SVA	SINOVAC BIOTECH LTD	1,069,500	$6.545M	0.0%	$3.72	+61.9%	SHS	P8696W104
ETN	EATON CORP PLC	85,849	$6.535M	0.0%	$46.59	+14.3%	SHS	G29183103
TDC	TERADATA CORP DEL	138,380	$6.295M	0.0%	$45.33	0.0%	COM	88076W103
—	PERFECT WORLD CO LTD	351,918	$6.257M	0.0%	$17.42	—	SPON ADR REP B	71372U104
TJX	TJX COS INC NEW	98,001	$6.246M	0.0%	$25.71	0.0%	COM	872540109
NOAH	NOAH HLDGS LTD	346,300	$6.233M	0.0%	$18.00	—	SPONSORED ADS	65487X102
SKT	TANGER FACTORY OUTLET CTRS I	193,834	$6.207M	0.0%	$32.62	—	COM	875465106
—	BRE PROPERTIES INC	111,410	$6.095M	0.0%	$54.71	—	CL A	05564E106
EXPE	EXPEDIA INC DEL	84,103	$5.859M	0.0%	$51.61	+6.4%	COM NEW	30212P303
—	HEWLETT PACKARD CO	208,670	$5.839M	0.0%	$23.68	—	COM	428236103
AFL	AFLAC INC	87,370	$5.836M	0.0%	$21.30	+15.5%	COM	001055102
—	AIRMEDIA GROUP INC	2,859,700	$5.834M	0.0%	$1.83	—	SPONSORED ADR	009411109
AMAT	APPLIED MATLS INC	323,800	$5.728M	0.0%	$13.53	+9.8%	COM	038222105
—	CONTINENTAL RESOURCES INC	50,860	$5.723M	0.0%	$96.67	—	COM	212015101
—	AMERICAN CAMPUS CMNTYS INC	176,216	$5.676M	0.0%	$32.21	—	COM	024835100
—	FLEETCOR TECHNOLOGIES INC	47,600	$5.577M	0.0%	$83.33	—	COM	339041105
—	YOUKU TUDOU INC	180,893	$5.481M	0.0%	$19.19	—	SPONSORED ADR	98742U100
—	COVISINT CORP	435,448	$5.465M	0.0%	$12.55	—	COM	22357R103
—	ENDOLOGIX INC	308,234	$5.376M	0.0%	$13.28	—	COM	29266S106
MPVDF	MOUNTAIN PROV DIAMONDS INC	1,072,835	$5.343M	0.0%	$4.88	+0.3%	COM NEW	62426E402
MTZ	MASTEC INC	158,484	$5.186M	0.0%	$30.13	+5.1%	COM	576323109
PSX	PHILLIPS 66	66,775	$5.15M	0.0%	$43.41	0.0%	COM	718546104
RF	REGIONS FINL CORP NEW	511,210	$5.056M	0.0%	$5.94	+8.7%	COM	7591EP100
—	HOME PROPERTIES INC	93,737	$5.026M	0.0%	$55.58	—	COM	437306103
—	FREESCALE SEMICONDUCTOR LTD	305,500	$4.903M	0.0%	$16.39	—	SHS	G3727Q101
LOGI	LOGITECH INTL S A	353,498	$4.854M	0.0%	$8.53	0.0%	SHS	H50430232
—	PARKWAY PPTYS INC	251,508	$4.852M	0.0%	$19.29	—	COM	70159Q104
WCC	WESCO INTL INC	52,486	$4.78M	0.0%	$77.58	+4.5%	COM	95082P105
—	SEMGROUP CORP	72,493	$4.729M	0.0%	$57.02	—	CL A	81663A105
SNPS	SYNOPSYS INC	116,167	$4.713M	0.0%	$35.96	+4.1%	COM	871607107
—	GNC HLDGS INC	80,210	$4.688M	0.0%	$44.21	—	COM CL A	36191G107
SCHW	SCHWAB CHARLES CORP NEW	176,870	$4.599M	0.0%	$20.66	0.0%	COM	808513105
—	CHINA DISTANCE ED HLDGS LTD	236,400	$4.418M	0.0%	$18.69	—	SPONS ADR	16944W104
ENB	ENBRIDGE INC	99,700	$4.356M	0.0%	$23.28	-5.1%	COM	29250N105
—	BUNGE LIMITED	52,462	$4.308M	0.0%	$72.65	—	COM	G16962105
CNI	CANADIAN NATL RY CO	74,200	$4.23M	0.0%	$42.47	+4.3%	COM	136375102
VRTX	VERTEX PHARMACEUTICALS INC	56,921	$4.229M	0.0%	$73.64	-5.4%	COM	92532F100
WAB	WABTEC CORP	56,618	$4.205M	0.0%	$49.35	+27.8%	COM	929740108
—	ENERGEN CORP	58,834	$4.163M	0.0%	$76.39	—	COM	29265N108
—	LIGHTINTHEBOX HLDG CO LTD	508,300	$4.112M	0.0%	$8.09	—	SPONSORED ADR	53225G102
—	HCP INC	109,915	$3.992M	0.0%	$40.95	—	COM	40414L109
DECK	DECKERS OUTDOOR CORP	45,981	$3.884M	0.0%	$9.14	+35.0%	COM	243537107
BNS	BANK N S HALIFAX	61,980	$3.876M	0.0%	$31.65	+4.6%	COM	064149107
—	HOLLYFRONTIER CORP	77,347	$3.843M	0.0%	$48.63	—	COM	436106108
—	VMWARE INC	42,823	$3.842M	0.0%	$66.99	—	CL A COM	928563402
—	BROOKFIELD ASSET MGMT INC	97,500	$3.783M	0.0%	$36.06	—	CL A LTD VT SH	112585104
LYB	LYONDELLBASELL INDUSTRIES N	46,370	$3.723M	0.0%	$33.34	+23.1%	SHS - A -	N53745100
CDNS	CADENCE DESIGN SYSTEM INC	262,890	$3.686M	0.0%	$13.41	0.0%	COM	127387108
—	KONGZHONG CORP	509,300	$3.677M	0.0%	$6.50	—	SPONSORED ADR	50047P104
HIG	HARTFORD FINL SVCS GROUP INC	98,550	$3.57M	0.0%	$24.13	+10.8%	COM	416515104
BMO	BANK MONTREAL QUE	53,100	$3.54M	0.0%	$36.35	+14.5%	COM	063671101
SUI	SUN CMNTYS INC	82,646	$3.524M	0.0%	$42.62	—	COM	866674104
MMYT	MAKEMYTRIP LIMITED MAURITIUS	175,700	$3.384M	0.0%	$16.02	0.0%	SHS	V5633W109
—	JIAYUAN COM INTL LTD	551,800	$3.311M	0.0%	$5.21	—	SPONSORED ADR	477374102
CVE	CENOVUS ENERGY INC	114,200	$3.268M	0.0%	$22.39	+0.2%	COM	15135U109
—	LUMBER LIQUIDATORS HLDGS INC	31,115	$3.201M	0.0%	$106.65	—	COM	55003T107
FNV	FRANCO NEVADA CORP	78,100	$3.183M	0.0%	$35.02	+4.2%	COM	351858105
—	RACKSPACE HOSTING INC	80,200	$3.138M	0.0%	$39.13	—	COM	750086100
—	RYANAIR HLDGS PLC	65,973	$3.096M	0.0%	$47.91	—	SPONSORED ADR	783513104
—	TESORO CORP	51,885	$3.035M	0.0%	$58.49	—	COM	881609101
TPC	TUTOR PERINI CORP	113,929	$2.996M	0.0%	$17.65	+33.2%	COM	901109108
—	CALGON CARBON CORP	137,370	$2.826M	0.0%	$16.68	—	COM	129603106
—	TWITTER INC	44,029	$2.802M	0.0%	$63.64	—	COM	90184L102
EZA	ISHARES	43,376	$2.781M	0.0%	$58.26	—	MSCI STH AFR ETF	464286780
—	APACHE CORP	31,931	$2.744M	0.0%	$84.19	—	COM	037411105
ROST	ROSS STORES INC	35,985	$2.696M	0.0%	$30.20	+10.3%	COM	778296103
—	ADTRAN INC	99,500	$2.687M	0.0%	$24.61	—	COM	00738A106
MEOH	METHANEX CORP	45,100	$2.667M	0.0%	$42.29	+36.4%	COM	59151K108
—	BROADSOFT INC	97,430	$2.664M	0.0%	$27.34	—	COM	11133B409
—	GROUPE CGI INC	77,700	$2.6M	0.0%	$31.17	—	CL A SUB VTG	39945C109
TU	TELUS CORP	72,918	$2.51M	0.0%	$17.32	-0.4%	COM	87971M103
—	INTREPID POTASH INC	157,943	$2.502M	0.0%	$15.84	—	COM	46121Y102
—	TRANSCANADA CORP	54,300	$2.481M	0.0%	$43.05	—	COM	89353D107
CNQ	CANADIAN NAT RES LTD	71,500	$2.419M	0.0%	$8.82	+8.7%	COM	136385101
—	LUXOFT HLDG INC	61,700	$2.343M	0.0%	$36.40	—	ORD SHS CL A	G57279104
TMO	THERMO FISHER SCIENTIFIC INC	20,330	$2.264M	0.0%	$80.81	+18.3%	COM	883556102
RCI	ROGERS COMMUNICATIONS INC	48,700	$2.204M	0.0%	$47.39	-6.1%	CL B	775109200
TXN	TEXAS INSTRS INC	48,519	$2.13M	0.0%	$25.95	+15.9%	COM	882508104
MGA	MAGNA INTL INC	25,900	$2.124M	0.0%	$22.60	+31.6%	COM	559222401
FCX	FREEPORT-MCMORAN COPPER & GO	54,092	$2.041M	0.0%	$28.04	+7.2%	COM	35671D857
—	TRW AUTOMOTIVE HLDGS CORP	26,629	$1.981M	0.0%	$73.43	—	COM	87264S106
EIX	EDISON INTL	42,590	$1.972M	0.0%	$30.71	-2.9%	COM	281020107
CBRE	CBRE GROUP INC	74,762	$1.966M	0.0%	$23.79	0.0%	CL A	12504L109
—	FLOTEK INDS INC DEL	94,400	$1.895M	0.0%	$17.94	—	COM	343389102
SNA	SNAP ON INC	16,440	$1.801M	0.0%	$66.38	+19.4%	COM	833034101
BB	BLACKBERRY LTD	240,835	$1.794M	0.0%	$7.06	0.0%	COM	09228F103
PNC	PNC FINL SVCS GROUP INC	22,753	$1.765M	0.0%	$47.34	+9.6%	COM	693475105
GIL	GILDAN ACTIVEWEAR INC	31,500	$1.679M	0.0%	$18.10	+13.6%	COM	375916103
—	HMS HLDGS CORP	73,650	$1.674M	0.0%	$23.30	—	COM	40425J101
—	IXIA	123,917	$1.649M	0.0%	$17.59	—	COM	45071R109
—	YOU ON DEMAND HLDGS INC	714,146	$1.603M	0.0%	$1.61	—	COM NEW	98741R207
—	POTASH CORP SASK INC	48,000	$1.582M	0.0%	$37.80	—	COM	73755L107
—	AGRIUM INC	16,500	$1.509M	0.0%	$89.64	—	COM	008916108
SCI	SERVICE CORP INTL	79,200	$1.436M	0.0%	$17.02	+6.7%	COM	817565104
SBUX	STARBUCKS CORP	18,076	$1.417M	0.0%	$31.21	0.0%	COM	855244109
SLF	SUN LIFE FINL INC	39,700	$1.402M	0.0%	$29.13	+16.9%	COM	866796105
NUE	NUCOR CORP	25,933	$1.384M	0.0%	$35.46	+8.0%	COM	670346105
—	SOLARWINDS INC	32,140	$1.216M	0.0%	$37.83	—	COM	83416B109
—	TRIUMPH GROUP INC NEW	15,690	$1.194M	0.0%	$79.15	—	COM	896818101
M	MACYS INC	22,230	$1.187M	0.0%	$46.44	+4.4%	COM	55616P104
—	TALISMAN ENERGY INC	102,000	$1.186M	0.0%	$11.44	—	COM	87425E103
—	FMC TECHNOLOGIES INC	22,610	$1.18M	0.0%	$52.19	—	COM	30249U101
PVH	PVH CORP	8,190	$1.114M	0.0%	$125.04	0.0%	COM	693656100
CCJ	CAMECO CORP	53,400	$1.108M	0.0%	$17.57	-3.7%	COM	13321L108
HOLX	HOLOGIC INC	48,300	$1.08M	0.0%	$21.56	+2.3%	COM	436440101
—	PRECISION DRILLING CORP	113,000	$1.057M	0.0%	$8.72	—	COM 2010	74022D308
OTEX	OPEN TEXT CORP	11,400	$1.049M	0.0%	$12.57	+27.5%	COM	683715106
MHK	MOHAWK INDS INC	6,960	$1.036M	0.0%	$136.56	0.0%	COM	608190104
STZ	CONSTELLATION BRANDS INC	14,260	$1.004M	0.0%	$57.22	0.0%	CL A	21036P108
F	FORD MTR CO DEL	64,700	$998K	0.0%	$7.61	+18.4%	COM PAR $0.01	345370860
HLX	HELIX ENERGY SOLUTIONS GRP I	42,046	$975K	0.0%	$23.34	-0.1%	COM	42330P107
—	NATIONSTAR MTG HLDGS INC	25,890	$957K	0.0%	$37.45	—	COM	63861C109
GME	GAMESTOP CORP NEW	18,900	$931K	0.0%	$6.27	+46.7%	CL A	36467W109
—	AMBOW ED HLDG LTD	950,920	$895K	0.0%	$0.94	—	ADR REPSTG CL A	02322P101
RGLD	ROYAL GOLD INC	19,229	$886K	0.0%	$47.17	0.0%	COM	780287108
—	WALTER INVT MGMT CORP	23,220	$821K	0.0%	$35.79	—	COM	93317W102
BSX	BOSTON SCIENTIFIC CORP	68,200	$820K	0.0%	$8.48	+39.3%	COM	101137107
—	GRAN TIERRA ENERGY INC	110,380	$805K	0.0%	$6.09	—	COM	38500T101
CMC	COMMERCIAL METALS CO	39,189	$797K	0.0%	$11.55	+23.6%	COM	201723103
AES	AES CORP	51,400	$746K	0.0%	$8.29	+12.7%	COM	00130H105
PPG	PPG INDS INC	3,859	$732K	0.0%	$73.04	0.0%	COM	693506107
—	COBALT INTL ENERGY INC	40,065	$659K	0.0%	$25.47	—	COM	19075F106
—	VIOLIN MEMORY INC	164,800	$653K	0.0%	$3.96	—	COM	92763A101
—	ROCK-TENN CO	6,200	$651K	0.0%	$100.13	—	CL A	772739207
—	TAHOE RES INC	37,100	$617K	0.0%	$15.29	—	COM	873868103
CNK	CINEMARK HOLDINGS INC	17,900	$597K	0.0%	$23.13	+13.7%	COM	17243V102
RS	RELIANCE STEEL & ALUMINUM CO	7,578	$575K	0.0%	$73.89	0.0%	COM	759509102
THC	TENET HEALTHCARE CORP	12,950	$545K	0.0%	$44.77	-2.8%	COM NEW	88033G407
NWL	NEWELL RUBBERMAID INC	16,100	$522K	0.0%	$16.79	+13.2%	COM	651229106
—	DENBURY RES INC	30,396	$499K	0.0%	$17.46	—	COM NEW	247916208
DAR	DARLING INTL INC	23,400	$489K	0.0%	$18.50	+15.6%	COM	237266101
—	COACH INC	8,300	$466K	0.0%	$57.11	—	COM	189754104
—	ELDORADO GOLD CORP NEW	77,793	$442K	0.0%	$6.20	—	COM	284902103
BTE	BAYTEX ENERGY CORP	11,200	$439K	0.0%	$31.54	+7.4%	COM	07317Q105
AXP	AMERICAN EXPRESS CO	4,600	$417K	0.0%	$59.62	+16.2%	COM	025816109
BDC	BELDEN INC	5,800	$409K	0.0%	$48.78	+33.5%	COM	077454106
—	BARRICK GOLD CORP	22,878	$403K	0.0%	$16.68	—	COM	067901108
—	SOUTHWESTERN ENERGY CO	9,850	$387K	0.0%	$36.35	—	COM	845467109
GTN	GRAY TELEVISION INC	25,900	$385K	0.0%	$5.99	+76.4%	COM	389375106
SNY	SANOFI	6,700	$359K	0.0%	$51.51	—	SPONSORED ADR	80105N105
NXST	NEXSTAR BROADCASTING GROUP I	6,100	$340K	0.0%	$19.49	+82.1%	CL A	65336K103
ON	ON SEMICONDUCTOR CORP	41,140	$339K	0.0%	$8.02	-9.1%	COM	682189105
—	CALPINE CORP	17,100	$334K	0.0%	$21.22	—	COM NEW	131347304
—	ALPHA NATURAL RESOURCES INC	45,600	$326K	0.0%	$5.24	—	COM	02076X102
—	THRESHOLD PHARMACEUTICAL INC	69,800	$326K	0.0%	$5.26	—	COM NEW	885807206
DLX	DELUXE CORP	6,100	$318K	0.0%	$23.94	+27.6%	COM	248019101
—	TENNECO INC	5,600	$317K	0.0%	$45.27	—	COM	880349105
DVA	DAVITA HEALTHCARE PARTNERS I	4,900	$311K	0.0%	$60.96	-3.7%	COM	23918K108
BCS	BARCLAYS PLC	16,700	$303K	0.0%	$17.11	—	ADR	06738E204
AWI	ARMSTRONG WORLD INDS INC NEW	5,200	$300K	0.0%	$47.68	+4.6%	COM	04247X102
VYX	NCR CORP NEW	8,300	$283K	0.0%	$22.23	0.0%	COM	62886E108
LEN	LENNAR CORP	6,800	$269K	0.0%	$34.18	-10.9%	CL A	526057104
SYY	SYSCO CORP	7,255	$262K	0.0%	$24.38	0.0%	COM	871829107
—	SUNTRUST BKS INC	7,000	$258K	0.0%	$31.56	—	COM	867914103
—	PACTERA TECHNOLOGY INTL LTD	33,600	$240K	0.0%	$6.75	—	SPONSORED ADR	695255109
NVRI	HARSCO CORP	8,300	$233K	0.0%	$24.90	+7.8%	COM	415864107
CYH	COMMUNITY HEALTH SYS INC NEW	5,400	$212K	0.0%	$37.66	-8.8%	COM	203668108
UHS	UNIVERSAL HLTH SVCS INC	2,600	$211K	0.0%	$63.08	+20.6%	CL B	913903100
GNRC	GENERAC HLDGS INC	3,600	$204K	0.0%	$48.88	0.0%	COM	368736104
LPX	LOUISIANA PAC CORP	10,200	$189K	0.0%	$17.01	0.0%	COM	546347105
—	OMNOVA SOLUTIONS INC	20,400	$186K	0.0%	$7.99	—	COM	682129101
—	NAVIOS MARITIME HOLDINGS INC	15,800	$176K	0.0%	$5.62	—	COM	Y62196103
—	KODIAK OIL & GAS CORP	14,000	$157K	0.0%	$8.89	—	COM	50015Q100
—	CHINA CORD BLOOD CORP	35,700	$142K	0.0%	$3.35	—	SHS	G21107100
—	INTERSIL CORP	11,200	$128K	0.0%	$7.82	—	CL A	46069S109