Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	UBS AG	46,037,959	$953M	3.5%	$16.97	—	SHS NEW	H89231338
MSFT	MICROSOFT CORP	18,506,881	$759M	2.8%	$27.85	+12.2%	COM	594918104
ORCL	ORACLE CORP	15,088,321	$617M	2.2%	$28.73	+11.3%	COM	68389X105
—	EXPRESS SCRIPTS HLDG CO	7,351,789	$552M	2.0%	$66.32	—	COM	30219G108
USB	US BANCORP DEL	12,317,662	$528M	1.9%	$24.06	+13.6%	COM NEW	902973304
CVS	CVS CAREMARK CORPORATION	6,208,355	$465M	1.7%	$44.25	+15.5%	COM	126650100
AMGN	AMGEN INC	3,749,094	$462M	1.7%	$77.34	+12.4%	COM	031162100
CMCSA	COMCAST CORP NEW	8,682,311	$434M	1.6%	$17.33	+15.2%	CL A	20030N101
C	CITIGROUP INC	9,011,551	$429M	1.6%	$36.12	+2.6%	COM NEW	172967424
JPM	JPMORGAN CHASE & CO	6,666,412	$405M	1.5%	$40.36	+4.3%	COM	46625H100
—	NEW ORIENTAL ED & TECH GRP I	13,424,298	$394M	1.4%	$22.85	—	SPON ADR	647581107
—	GOOGLE INC	320,447	$357M	1.3%	$942.56	—	CL A	38259P508
GILD	GILEAD SCIENCES INC	4,665,926	$331M	1.2%	$42.94	+26.9%	COM	375558103
CSCO	CISCO SYS INC	14,141,653	$317M	1.1%	$15.54	-1.5%	COM	17275R102
SU	SUNCOR ENERGY INC NEW	9,014,022	$315M	1.1%	$20.88	+5.8%	COM	867224107
—	ANADARKO PETE CORP	3,635,257	$308M	1.1%	$86.17	—	COM	032511107
ABBV	ABBVIE INC	5,945,900	$306M	1.1%	$30.62	+2.8%	COM	00287Y109
MS	MORGAN STANLEY	9,804,174	$306M	1.1%	$19.24	+18.0%	COM NEW	617446448
—	CIGNA CORPORATION	3,182,910	$267M	1.0%	$78.51	—	COM	125509109
TXT	TEXTRON INC	6,663,372	$262M	0.9%	$32.34	+13.6%	COM	883203101
CME	CME GROUP INC	3,436,347	$254M	0.9%	$45.11	+4.9%	COM	12572Q105
OMC	OMNICOM GROUP INC	3,390,487	$246M	0.9%	$43.96	+13.1%	COM	681919106
—	HEWLETT PACKARD CO	7,519,863	$243M	0.9%	$32.12	—	COM	428236103
TAP	MOLSON COORS BREWING CO	4,066,902	$239M	0.9%	$38.51	+8.9%	CL B	60871R209
JNJ	JOHNSON & JOHNSON	2,426,735	$238M	0.9%	$59.66	+11.7%	COM	478160104
—	MYLAN INC	4,777,048	$233M	0.8%	$40.58	—	COM	628530107
—	ACE LTD	2,318,340	$230M	0.8%	$95.21	—	SHS	H0023R105
EA	ELECTRONIC ARTS INC	7,361,361	$214M	0.8%	$20.04	+30.1%	COM	285512109
ICE	INTERCONTINENTALEXCHANGE GRO	1,054,428	$209M	0.8%	$35.38	+2.5%	COM	45866F104
—	TIME WARNER INC	3,070,753	$201M	0.7%	$61.83	—	COM NEW	887317303
NVR	NVR INC	173,320	$199M	0.7%	$936.19	+20.3%	COM	62944T105
—	ACTIVISION BLIZZARD INC	9,574,427	$196M	0.7%	$14.46	—	COM	00507V109
CAT	CATERPILLAR INC DEL	1,873,764	$186M	0.7%	$69.69	0.0%	COM	149123101
CHKP	CHECK POINT SOFTWARE TECH LT	2,748,388	$186M	0.7%	$53.01	+24.7%	ORD	M22465104
—	NIELSEN HOLDINGS N V	3,853,118	$172M	0.6%	$37.16	—	COM	N63218106
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	3,389,294	$172M	0.6%	$40.03	+10.7%	CL A	192446102
NVDA	NVIDIA CORP	9,499,274	$170M	0.6%	$0.32	+25.8%	COM	67066G104
BAP	CREDICORP LTD	1,188,445	$164M	0.6%	$97.43	-3.6%	COM	G2519Y108
AZO	AUTOZONE INC	304,433	$164M	0.6%	$435.70	+19.1%	COM	053332102
ETN	EATON CORP PLC	2,173,418	$163M	0.6%	$55.02	+0.6%	SHS	G29183103
AAPL	APPLE INC	300,732	$161M	0.6%	$13.51	+22.7%	COM	037833100
—	CITRIX SYS INC	2,785,282	$160M	0.6%	$58.34	—	COM	177376100
CAG	CONAGRA FOODS INC	4,996,218	$155M	0.6%	$16.48	-2.7%	COM	205887102
—	VIACOM INC NEW	1,770,833	$151M	0.5%	$70.52	—	CL B	92553P201
RCL	ROYAL CARIBBEAN CRUISES LTD	2,692,416	$147M	0.5%	$37.74	+15.9%	COM	V7780T103
DG	DOLLAR GEN CORP NEW	2,645,558	$147M	0.5%	$47.07	+7.5%	COM	256677105
ITUB	ITAU UNIBANCO HLDG SA	9,765,557	$145M	0.5%	$12.92	—	SPON ADR REP PFD	465562106
—	SYMANTEC CORP	7,248,859	$145M	0.5%	$21.96	—	COM	871503108
AIG	AMERICAN INTL GROUP INC	2,872,757	$144M	0.5%	$34.52	+9.7%	COM NEW	026874784
NSC	NORFOLK SOUTHERN CORP	1,463,707	$142M	0.5%	$59.42	+20.2%	COM	655844108
—	AON PLC	1,684,406	$142M	0.5%	$69.90	—	SHS CL A	G0408V102
—	MEDTRONIC INC	2,293,292	$141M	0.5%	$54.18	—	COM	585055106
—	WUXI PHARMATECH CAYMAN INC	3,778,777	$140M	0.5%	$21.00	—	SPONS ADR SHS	929352102
EBAY	EBAY INC	2,459,427	$136M	0.5%	$20.25	+2.1%	COM	278642103
—	MOBILE TELESYSTEMS OJSC	7,592,291	$133M	0.5%	$19.90	—	SPONSORED ADR	607409109
—	SOUTHWESTERN ENERGY CO	2,853,534	$131M	0.5%	$45.98	—	COM	845467109
—	COCA COLA ENTERPRISES INC NE	2,740,564	$131M	0.5%	$41.30	—	COM	19122T109
—	MEAD JOHNSON NUTRITION CO	1,532,122	$127M	0.5%	$81.60	—	COM	582839106
DIS	DISNEY WALT CO	1,581,426	$127M	0.5%	$57.47	+21.3%	COM DISNEY	254687106
ABEV	AMBEV SA	17,034,144	$126M	0.5%	$7.35	—	SPONSORED ADR	02319V103
HCA	HCA HOLDINGS INC	2,381,008	$125M	0.5%	$44.71	+3.5%	COM	40412C101
—	BITAUTO HLDGS LTD	3,462,023	$124M	0.5%	$11.19	—	SPONSORED ADS	091727107
HAS	HASBRO INC	2,205,136	$123M	0.4%	$31.14	+16.2%	COM	418056107
—	NUANCE COMMUNICATIONS INC	7,062,081	$121M	0.4%	$18.00	—	COM	67020Y100
NTES	NETEASE INC	1,701,257	$114M	0.4%	$69.34	—	SPONSORED ADR	64110W102
PFE	PFIZER INC	3,535,419	$114M	0.4%	$16.93	+7.5%	COM	717081103
HAL	HALLIBURTON CO	1,926,112	$113M	0.4%	$34.55	+23.9%	COM	406216101
FISV	FISERV INC	1,952,785	$111M	0.4%	$25.81	+10.8%	COM	337738108
AMZN	AMAZON COM INC	309,987	$104M	0.4%	$13.82	+34.3%	COM	023135106
GRFS	GRIFOLS S A	2,520,419	$104M	0.4%	$31.10	—	SP ADR REP B NVT	398438408
—	DR PEPPER SNAPPLE GROUP INC	1,908,742	$104M	0.4%	$48.07	—	COM	26138E109
KMB	KIMBERLY CLARK CORP	940,277	$104M	0.4%	$63.67	+9.0%	COM	494368103
MCK	MCKESSON CORP	576,358	$102M	0.4%	$102.30	+56.5%	COM	58155Q103
CNC	CENTENE CORP DEL	1,623,123	$101M	0.4%	$13.74	+12.6%	COM	15135B101
GM	GENERAL MTRS CO	2,919,037	$100M	0.4%	$28.11	-2.4%	COM	37045V100
NDAQ	NASDAQ OMX GROUP INC	2,659,645	$98.25M	0.4%	$10.04	+6.3%	COM	631103108
RHP	RYMAN HOSPITALITY PPTYS INC	2,304,199	$97.97M	0.4%	$41.85	—	COM	78377T107
VZ	VERIZON COMMUNICATIONS INC	2,048,795	$97.46M	0.4%	$26.18	-1.2%	COM	92343V104
XOM	EXXON MOBIL CORP	961,578	$93.93M	0.3%	$54.12	+7.3%	COM	30231G102
DHR	DANAHER CORP DEL	1,232,745	$92.46M	0.3%	$27.56	+11.6%	COM	235851102
MCD	MCDONALDS CORP	907,820	$88.99M	0.3%	$70.45	-0.3%	COM	580135101
BVN	COMPANIA DE MINAS BUENAVENTU	7,064,562	$88.8M	0.3%	$12.16	—	SPONSORED ADR	204448104
FMX	FOMENTO ECONOMICO MEXICANO S	940,067	$87.65M	0.3%	$103.19	—	SPON ADR UNITS	344419106
PEP	PEPSICO INC	1,035,447	$86.46M	0.3%	$56.93	-0.1%	COM	713448108
OXY	OCCIDENTAL PETE CORP DEL	899,483	$85.71M	0.3%	$57.94	+7.8%	COM	674599105
VNET	21VIANET GROUP INC	2,984,775	$85.66M	0.3%	$13.44	—	SPONSORED ADR	90138A103
—	GENERAL ELECTRIC CO	3,303,684	$85.53M	0.3%	$23.43	—	COM	369604103
PG	PROCTER & GAMBLE CO	1,021,728	$82.35M	0.3%	$56.39	+0.2%	COM	742718109
—	PRAXAIR INC	622,433	$81.52M	0.3%	$127.12	—	COM	74005P104
—	TATA MTRS LTD	2,234,252	$79.11M	0.3%	$31.08	—	SPONSORED ADR	876568502
—	BB&T CORP	1,963,204	$78.86M	0.3%	$35.94	—	COM	054937107
—	MINDRAY MEDICAL INTL LTD	2,436,926	$78.86M	0.3%	$37.63	—	SPON ADR	602675100
—	E M C CORP MASS	2,864,897	$78.53M	0.3%	$24.65	—	COM	268648102
ZBH	ZIMMER HLDGS INC	821,901	$77.73M	0.3%	$71.43	+17.0%	COM	98956P102
CPA	COPA HOLDINGS SA	532,484	$77.31M	0.3%	$87.82	+10.3%	CL A	P31076105
ABT	ABBOTT LABS	1,980,458	$76.27M	0.3%	$29.57	+3.9%	COM	002824100
SJM	SMUCKER J M CO	779,269	$75.78M	0.3%	$70.46	-2.4%	COM NEW	832696405
—	SALIX PHARMACEUTICALS INC	727,869	$75.42M	0.3%	$76.57	—	COM	795435106
NKE	NIKE INC	1,010,045	$74.6M	0.3%	$27.31	+19.2%	CL B	654106103
UNP	UNION PAC CORP	390,514	$73.28M	0.3%	$58.44	+16.8%	COM	907818108
EXP	EAGLE MATERIALS INC	799,056	$70.84M	0.3%	$69.45	+12.0%	COM	26969P108
TDG	TRANSDIGM GROUP INC	374,633	$69.38M	0.3%	$87.34	+9.1%	COM	893641100
—	DELPHI AUTOMOTIVE PLC	1,019,696	$69.2M	0.3%	$54.80	—	SHS	G27823106
HBAN	HUNTINGTON BANCSHARES INC	6,894,839	$68.74M	0.2%	$4.98	+21.3%	COM	446150104
—	ALLERGAN INC	549,510	$68.19M	0.2%	$93.57	—	COM	018490102
—	TE CONNECTIVITY LTD	1,132,598	$68.19M	0.2%	$51.33	—	REG SHS	H84989104
—	ALTERA CORP	1,855,983	$67.26M	0.2%	$35.58	—	COM	021441100
—	AETNA INC NEW	894,100	$67.03M	0.2%	$63.54	—	COM	00817Y108
—	RIVERBED TECHNOLOGY INC	3,382,453	$66.67M	0.2%	$16.37	—	COM	768573107
WFC	WELLS FARGO & CO NEW	1,331,205	$66.21M	0.2%	$31.89	+4.8%	COM	949746101
—	REYNOLDS AMERICAN INC	1,229,668	$65.69M	0.2%	$50.47	—	COM	761713106
—	SOUFUN HLDGS LTD	937,916	$64.17M	0.2%	$24.82	—	ADR	836034108
HDB	HDFC BANK LTD	1,540,813	$63.22M	0.2%	$40.29	—	ADR REPS 3 SHS	40415F101
RDY	DR REDDYS LABS LTD	1,414,637	$62.1M	0.2%	$38.72	—	ADR	256135203
A	AGILENT TECHNOLOGIES INC	1,093,189	$61.13M	0.2%	$34.85	+7.1%	COM	00846U101
—	KELLOGG CO	963,899	$60.45M	0.2%	$38.53	-2.6%	COM	487836108
KO	COCA COLA CO	1,550,797	$59.95M	0.2%	$27.64	-3.9%	COM	191216100
AEE	AMEREN CORP	1,429,707	$58.9M	0.2%	$26.55	0.0%	COM	023608102
SIG	SIGNET JEWELERS LIMITED	552,288	$58.59M	0.2%	$55.04	+28.4%	SHS	G81276100
—	CAMERON INTERNATIONAL CORP	943,203	$58.26M	0.2%	$60.62	—	COM	13342B105
—	JOHNSON CTLS INC	1,226,995	$58.06M	0.2%	$45.48	—	COM	478366107
—	COVANCE INC	557,838	$57.96M	0.2%	$78.48	—	COM	222816100
GD	GENERAL DYNAMICS CORP	527,838	$57.49M	0.2%	$72.89	+9.9%	COM	369550108
HD	HOME DEPOT INC	710,713	$56.24M	0.2%	$56.33	+6.9%	COM	437076102
EFX	EQUIFAX INC	822,773	$55.97M	0.2%	$53.55	+16.1%	COM	294429105
WMT	WAL-MART STORES INC	730,460	$55.83M	0.2%	$19.98	-0.4%	COM	931142103
—	HOSPIRA INC	1,287,309	$55.68M	0.2%	$41.53	—	COM	441060100
MAS	MASCO CORP	2,495,074	$55.42M	0.2%	$15.28	+8.2%	COM	574599106
KLAC	KLA-TENCOR CORP	798,151	$55.18M	0.2%	$36.22	+13.5%	COM	482480100
DB	DEUTSCHE BANK AG	1,200,618	$53.81M	0.2%	$32.97	+1.5%	NAMEN AKT	D18190898
MAT	MATTEL INC	1,334,982	$53.55M	0.2%	$43.83	-9.4%	COM	577081102
BWA	BORGWARNER INC	863,053	$53.05M	0.2%	$37.25	+15.4%	COM	099724106
—	LAM RESEARCH CORP	957,164	$52.64M	0.2%	$52.31	—	COM	512807108
—	URS CORP NEW	1,107,949	$52.14M	0.2%	$52.42	—	COM	903236107
—	MONSANTO CO NEW	447,286	$50.89M	0.2%	$104.50	—	COM	61166W101
HOG	HARLEY DAVIDSON INC	759,507	$50.59M	0.2%	$54.76	+20.8%	COM	412822108
MDLZ	MONDELEZ INTL INC	1,458,738	$50.4M	0.2%	$23.37	+12.7%	CL A	609207105
BF/B	BROWN FORMAN CORP	549,648	$49.3M	0.2%	$23.92	+11.8%	CL B	115637209
—	JUNIPER NETWORKS INC	1,872,838	$48.24M	0.2%	$22.95	—	COM	48203R104
EQT	EQT CORP	488,291	$47.35M	0.2%	$40.32	+18.5%	COM	26884L109
—	QUESTCOR PHARMACEUTICALS INC	728,614	$47.31M	0.2%	$64.93	—	COM	74835Y101
—	TYCO INTERNATIONAL LTD	1,112,536	$47.17M	0.2%	$33.52	—	SHS	H89128104
—	ACTAVIS PLC	229,076	$47.16M	0.2%	$169.85	—	SHS	G0083B108
—	CHINACACHE INTL HLDG LTD	2,289,881	$47.03M	0.2%	$9.00	—	SPON ADR	16950M107
—	ROSETTA RESOURCES INC	1,001,307	$46.64M	0.2%	$48.11	—	COM	777779307
—	COVIDIEN PLC	631,983	$46.55M	0.2%	$64.03	—	SHS	G2554F113
—	PENTAIR LTD	581,532	$46.14M	0.2%	$60.39	—	SHS	H6169Q108
—	SBA COMMUNICATIONS CORP	502,125	$45.67M	0.2%	$76.19	—	COM	78388J106
—	CHINA LODGING GROUP LTD	1,843,678	$45.3M	0.2%	$16.56	—	SPONSORED ADR	16949N109
MMM	3M CO	333,257	$45.21M	0.2%	$63.31	+20.4%	COM	88579Y101
CNH	CNH INDL N V	3,917,300	$45.03M	0.2%	$7.78	-1.7%	SHS	N20944109
MO	ALTRIA GROUP INC	1,184,394	$44.33M	0.2%	$16.30	+5.1%	COM	02209S103
—	VARIAN MED SYS INC	525,444	$44.13M	0.2%	$67.45	—	COM	92220P105
LOW	LOWES COS INC	900,000	$44.01M	0.2%	$32.16	+21.3%	COM	548661107
—	TWENTY FIRST CENTY FOX INC	1,353,211	$42.11M	0.2%	$31.12	—	CL B	90130A200
CVX	CHEVRON CORP NEW	348,993	$41.5M	0.2%	$71.30	-1.3%	COM	166764100
—	SINA CORP	684,383	$41.34M	0.2%	$55.73	—	ORD	G81477104
UNH	UNITEDHEALTH GROUP INC	495,504	$40.63M	0.1%	$56.93	+9.1%	COM	91324P102
SPG	SIMON PPTY GROUP INC NEW	247,337	$40.56M	0.1%	$81.83	+3.1%	COM	828806109
MOS	MOSAIC CO NEW	781,478	$39.07M	0.1%	$42.05	-10.8%	COM	61945C103
ILMN	ILLUMINA INC	258,058	$38.36M	0.1%	$65.99	+122.7%	COM	452327109
—	BROADCOM CORP	1,206,465	$37.98M	0.1%	$29.74	—	CL A	111320107
EL	LAUDER ESTEE COS INC	567,791	$37.97M	0.1%	$60.39	-1.0%	CL A	518439104
MLM	MARTIN MARIETTA MATLS INC	295,811	$37.97M	0.1%	$94.21	+10.7%	COM	573284106
NXPI	NXP SEMICONDUCTORS N V	643,378	$37.84M	0.1%	$32.99	+40.5%	COM	N6596X109
DOX	AMDOCS LTD	813,096	$37.78M	0.1%	$28.95	+22.1%	SHS	G02602103
EMN	EASTMAN CHEM CO	438,126	$37.77M	0.1%	$53.06	+7.4%	COM	277432100
—	51JOB INC	527,071	$37.55M	0.1%	$67.98	—	SP ADR REP COM	316827104
—	INGERSOLL-RAND PLC	632,492	$36.2M	0.1%	$55.52	—	SHS	G47791101
MRK	MERCK & CO INC NEW	632,266	$35.89M	0.1%	$30.21	+18.4%	COM	58933Y105
—	MARATHON OIL CORP	989,136	$35.13M	0.1%	$34.72	—	COM	565849106
GHC	GRAHAM HLDGS CO	48,984	$34.47M	0.1%	$349.89	+2.7%	COM	384637104
FFIV	F5 NETWORKS INC	322,241	$34.36M	0.1%	$79.11	+33.7%	COM	315616102
CMG	CHIPOTLE MEXICAN GRILL INC	60,186	$34.19M	0.1%	$7.40	+49.1%	COM	169656105
EOG	EOG RES INC	169,434	$33.24M	0.1%	$46.52	+39.3%	COM	26875P101
BIDU	BAIDU INC	218,035	$33.22M	0.1%	$111.17	—	SPON ADR REP A	056752108
CSX	CSX CORP	1,139,233	$33M	0.1%	$7.67	0.0%	COM	126408103
TAL	TAL ED GROUP	1,463,767	$32.96M	0.1%	$11.52	—	ADS REPSTG COM	874080104
BMRN	BIOMARIN PHARMACEUTICAL INC	480,285	$32.76M	0.1%	$69.47	+6.1%	COM	09061G101
BIIB	BIOGEN IDEC INC	106,552	$32.59M	0.1%	$266.37	+19.2%	COM	09062X103
—	HESS CORP	391,155	$32.42M	0.1%	$66.49	—	COM	42809H107
—	GANNETT INC	1,172,339	$32.36M	0.1%	$28.03	—	COM	364730101
AAL	AMERICAN AIRLS GROUP INC	868,500	$31.79M	0.1%	$23.65	+35.7%	COM	02376R102
TEVA	TEVA PHARMACEUTICAL INDS LTD	598,596	$31.63M	0.1%	$39.54	—	ADR	881624209
MPC	MARATHON PETE CORP	359,340	$31.28M	0.1%	$26.39	+16.4%	COM	56585A102
—	CUBIST PHARMACEUTICALS INC	422,776	$30.93M	0.1%	$62.23	—	COM	229678107
—	CONTINENTAL RESOURCES INC	248,722	$30.91M	0.1%	$118.63	—	COM	212015101
PH	PARKER HANNIFIN CORP	257,493	$30.82M	0.1%	$90.60	+8.7%	COM	701094104
—	BEAM INC	368,038	$30.66M	0.1%	$63.72	—	COM	073730103
FMC	F M C CORP	395,421	$30.27M	0.1%	$47.83	+5.6%	COM NEW	302491303
—	QIHOO 360 TECHNOLOGY CO LTD	299,730	$29.85M	0.1%	$65.13	—	ADS	74734M109
BK	BANK NEW YORK MELLON CORP	835,086	$29.47M	0.1%	$21.68	+14.2%	COM	064058100
MD	MEDNAX INC	473,267	$29.33M	0.1%	$53.00	+9.8%	COM	58502B106
—	ISOFTSTONE HLDGS LTD	5,752,325	$29.11M	0.1%	$5.16	—	SPONSORED ADS	46489B108
INFY	INFOSYS LTD	535,400	$29.01M	0.1%	$54.90	—	SPONSORED ADR	456788108
TXN	TEXAS INSTRS INC	607,699	$28.65M	0.1%	$31.46	+1.5%	COM	882508104
—	FIDELITY NATIONAL FINANCIAL	904,389	$28.43M	0.1%	$32.22	—	CL A	31620R105
—	SANDISK CORP	350,123	$28.43M	0.1%	$60.99	—	COM	80004C101
ROK	ROCKWELL AUTOMATION INC	227,877	$28.38M	0.1%	$81.64	+14.9%	COM	773903109
—	ASHLAND INC NEW	279,754	$27.83M	0.1%	$91.44	—	COM	044209104
INTC	INTEL CORP	1,068,654	$27.58M	0.1%	$18.67	0.0%	COM	458140100
—	MONSTER BEVERAGE CORP	394,020	$27.36M	0.1%	$60.77	—	COM	611740101
—	VCA ANTECH INC	833,330	$26.86M	0.1%	$28.84	—	COM	918194101
PRGO	PERRIGO CO PLC	172,873	$26.74M	0.1%	$157.83	0.0%	SHS	G97822103
WY	WEYERHAEUSER CO	907,173	$26.63M	0.1%	$18.51	+2.8%	COM	962166104
COF	CAPITAL ONE FINL CORP	344,479	$26.58M	0.1%	$49.54	+19.8%	COM	14040H105
—	MCGRAW HILL FINL INC	345,074	$26.33M	0.1%	$54.53	—	COM	580645109
—	CHESAPEAKE ENERGY CORP	1,014,280	$25.99M	0.1%	$26.79	—	COM	165167107
—	TEAM HEALTH HOLDINGS INC	580,305	$25.97M	0.1%	$41.54	—	COM	87817A107
—	VALEANT PHARMACEUTICALS INTL	197,282	$25.96M	0.1%	$97.12	—	COM	91911K102
EME	EMCOR GROUP INC	553,475	$25.9M	0.1%	$37.06	+12.4%	COM	29084Q100
—	COLFAX CORP	361,838	$25.81M	0.1%	$71.33	—	COM	194014106
FLO	FLOWERS FOODS INC	1,197,768	$25.69M	0.1%	$14.04	-4.3%	COM	343498101
—	KOFAX LTD	3,112,667	$25.69M	0.1%	$6.75	—	COM USD	G5307C105
UHS	UNIVERSAL HLTH SVCS INC	311,395	$25.56M	0.1%	$76.59	+0.1%	CL B	913903100
—	FIRST CASH FINL SVCS INC	502,205	$25.34M	0.1%	$49.26	—	COM	31942D107
HON	HONEYWELL INTL INC	270,525	$25.09M	0.1%	$55.16	+17.3%	COM	438516106
UAL	UNITED CONTL HLDGS INC	560,705	$25.02M	0.1%	$44.98	0.0%	COM	910047109
BAC	BANK OF AMERICA CORPORATION	1,452,110	$24.98M	0.1%	$11.47	+15.5%	COM	060505104
—	NOBLE CORP PLC	750,095	$24.56M	0.1%	$36.90	—	SHS USD	G65431101
V	VISA INC	113,446	$24.49M	0.1%	$45.66	+12.0%	COM CL A	92826C839
—	CONCHO RES INC	198,746	$24.35M	0.1%	$122.50	—	COM	20605P101
—	INTERPUBLIC GROUP COS INC	1,413,033	$24.22M	0.1%	$10.90	+3.4%	COM	460690100
—	ALERE INC	700,262	$24.05M	0.1%	$33.11	—	COM	01449J105
—	CNINSURE INC	3,188,061	$23.91M	0.1%	$6.00	—	SPONSORED ADR	18976M103
CIG	COMPANHIA ENERGETICA DE MINA	3,496,716	$23.78M	0.1%	$8.43	—	SP ADR N-V PFD	204409601
CIEN	CIENA CORP	1,035,190	$23.54M	0.1%	$23.14	+1.6%	COM NEW	171779309
T	AT&T INC	670,121	$23.5M	0.1%	$11.39	-4.7%	COM	00206R102
HSIC	SCHEIN HENRY INC	196,398	$23.44M	0.1%	$36.66	+24.7%	COM	806407102
IMO	IMPERIAL OIL LTD	501,733	$23.36M	0.1%	$30.07	+12.5%	COM NEW	453038408
—	PALL CORP	260,290	$23.29M	0.1%	$89.47	—	COM	696429307
—	ROWAN COMPANIES PLC	686,359	$23.12M	0.1%	$34.99	—	SHS CL A	G7665A101
—	MANTECH INTL CORP	784,917	$23.08M	0.1%	$29.06	—	CL A	564563104
—	FOREST LABS INC	249,884	$23.06M	0.1%	$54.43	—	COM	345838106
IT	GARTNER INC	327,431	$22.74M	0.1%	$69.18	0.0%	COM	366651107
—	STAPLES INC	1,985,751	$22.52M	0.1%	$15.28	—	COM	855030102
DCI	DONALDSON INC	530,189	$22.48M	0.1%	$31.23	+10.6%	COM	257651109
AZN	ASTRAZENECA PLC	344,184	$22.33M	0.1%	$53.68	—	SPONSORED ADR	046353108
PLCE	CHILDRENS PL RETAIL STORES I	446,493	$22.24M	0.1%	$52.07	+2.6%	COM	168905107
—	ARRIS GROUP INC NEW	763,358	$21.51M	0.1%	$21.84	—	COM	04270V106
TEX	TEREX CORP NEW	482,022	$21.35M	0.1%	$42.02	0.0%	COM	880779103
WDC	WESTERN DIGITAL CORP	230,000	$21.12M	0.1%	$35.69	+50.7%	COM	958102105
GLW	CORNING INC	1,003,366	$20.89M	0.1%	$10.49	+31.8%	COM	219350105
PRU	PRUDENTIAL FINL INC	246,144	$20.84M	0.1%	$39.33	+32.8%	COM	744320102
—	GNC HLDGS INC	471,077	$20.74M	0.1%	$44.05	—	COM CL A	36191G107
AMT	AMERICAN TOWER CORP NEW	252,132	$20.64M	0.1%	$60.85	+1.2%	COM	03027X100
—	COOPER COS INC	149,880	$20.59M	0.1%	$122.32	—	COM NEW	216648402
—	RED HAT INC	388,207	$20.57M	0.1%	$52.98	—	COM	756577102
TD	TORONTO DOMINION BK ONT	437,176	$20.5M	0.1%	$43.24	+4.2%	COM NEW	891160509
—	MICROS SYS INC	383,559	$20.3M	0.1%	$52.93	—	COM	594901100
—	FINISAR CORP	760,766	$20.17M	0.1%	$26.51	—	COM NEW	31787A507
HP	HELMERICH & PAYNE INC	186,263	$20.03M	0.1%	$65.55	+41.9%	COM	423452101
CRTO	CRITEO S A	493,471	$20.01M	0.1%	$37.45	—	SPONS ADS	226718104
MAC	MACERICH CO	318,299	$19.84M	0.1%	$58.31	—	COM	554382101
VLO	VALERO ENERGY CORP NEW	373,318	$19.82M	0.1%	$30.58	+7.3%	COM	91913Y100
—	HUBBELL INC	164,852	$19.76M	0.1%	$99.00	—	CL B	443510201
TER	TERADYNE INC	992,835	$19.75M	0.1%	$17.80	0.0%	COM	880770102
—	E-COMMERCE CHINA DANGDANG IN	1,368,696	$19.65M	0.1%	$9.98	—	SPN ADS COM A	26833A105
RIG	TRANSOCEAN LTD	474,882	$19.56M	0.1%	$50.97	-14.7%	REG SHS	H8817H100
MU	MICRON TECHNOLOGY INC	820,469	$19.41M	0.1%	$10.81	+114.4%	COM	595112103
BJRI	BJS RESTAURANTS INC	591,819	$19.36M	0.1%	$30.55	-4.0%	COM	09180C106
TRIP	TRIPADVISOR INC	212,558	$19.26M	0.1%	$54.52	+48.7%	COM	896945201
PM	PHILIP MORRIS INTL INC	230,859	$18.9M	0.1%	$49.85	-10.2%	COM	718172109
MFC	MANULIFE FINL CORP	978,400	$18.75M	0.1%	$15.72	+21.6%	COM	56501R106
—	UNITED TECHNOLOGIES CORP	160,235	$18.72M	0.1%	$110.31	—	COM	913017109
—	SIRONA DENTAL SYSTEMS INC	250,000	$18.67M	0.1%	$65.88	—	COM	82966C103
UPS	UNITED PARCEL SERVICE INC	190,553	$18.56M	0.1%	$55.41	+15.8%	CL B	911312106
MLCO	MELCO CROWN ENTMT LTD	479,700	$18.54M	0.1%	$35.94	—	ADR	585464100
—	CREDIT SUISSE GROUP	571,049	$18.49M	0.1%	$27.81	—	SPONSORED ADR	225401108
—	VITAMIN SHOPPE INC	388,785	$18.48M	0.1%	$46.20	—	COM	92849E101
EWY	ISHARES	300,000	$18.45M	0.1%	$54.45	—	MSCI STH KOR ETF	464286772
—	LIFELOCK INC	1,076,259	$18.41M	0.1%	$16.38	—	COM	53224V100
—	ULTRA PETROLEUM CORP	677,661	$18.22M	0.1%	$22.23	—	COM	903914109
—	CBS CORP NEW	294,446	$18.2M	0.1%	$51.88	—	CL B	124857202
—	BONANZA CREEK ENERGY INC	409,756	$18.19M	0.1%	$46.41	—	COM	097793103
—	NEWMONT MINING CORP	18,000,000	$18.02M	0.1%	$1.01	—	NOTE 1.250% 7/1	651639AH9
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	992,586	$17.9M	0.1%	$17.30	0.0%	COM	01988P108
—	DEVRY ED GROUP INC	421,608	$17.87M	0.1%	$35.90	—	COM	251893103
—	TECHNE CORP	206,283	$17.61M	0.1%	$86.83	—	COM	878377100
—	GENERAL GROWTH PPTYS INC NEW	788,126	$17.34M	0.1%	$20.20	—	COM	370023103
HST	HOST HOTELS & RESORTS INC	855,829	$17.32M	0.1%	$10.92	+10.2%	COM	44107P104
DAL	DELTA AIR LINES INC DEL	499,864	$17.32M	0.1%	$23.86	+17.2%	COM NEW	247361702
HUM	HUMANA INC	153,420	$17.29M	0.1%	$78.45	+20.7%	COM	444859102
—	COMPANHIA BRASILEIRA DE DIST	385,001	$16.85M	0.1%	$45.35	—	SPN ADR PFD CL A	20440T201
—	APOLLO ED GROUP INC	487,735	$16.7M	0.1%	$29.35	—	CL A	037604105
DECK	DECKERS OUTDOOR CORP	208,900	$16.66M	0.1%	$12.32	+7.3%	COM	243537107
—	MELLANOX TECHNOLOGIES LTD	422,947	$16.55M	0.1%	$41.98	—	SHS	M51363113
VRSK	VERISK ANALYTICS INC	275,728	$16.53M	0.1%	$58.73	+3.0%	CL A	92345Y106
ENB	ENBRIDGE INC	362,434	$16.46M	0.1%	$22.91	-0.6%	COM	29250N105
TGT	TARGET CORP	271,909	$16.45M	0.1%	$47.09	-11.6%	COM	87612E106
ROP	ROPER INDS INC NEW	123,007	$16.42M	0.1%	$126.73	0.0%	COM	776696106
CHDN	CHURCHILL DOWNS INC	177,381	$16.2M	0.1%	$12.98	+10.6%	COM	171484108
—	GOLDCORP INC NEW	661,863	$16.15M	0.1%	$24.85	—	COM	380956409
SPY	SPDR S&P 500 ETF TR	86,256	$16.13M	0.1%	$187.04	—	TR UNIT	78462F103
—	XILINX INC	294,276	$15.97M	0.1%	$39.61	—	COM	983919101
—	ALEXION PHARMACEUTICALS INC	103,997	$15.82M	0.1%	$133.06	—	COM	015351109
—	SL GREEN RLTY CORP	155,959	$15.69M	0.1%	$89.56	—	COM	78440X101
—	SOLARWINDS INC	366,094	$15.61M	0.1%	$42.21	—	COM	83416B109
YUM	YUM BRANDS INC	204,384	$15.41M	0.1%	$39.67	+6.0%	COM	988498101
—	VMWARE INC	142,309	$15.37M	0.1%	$95.67	—	CL A COM	928563402
—	TAUBMAN CTRS INC	215,991	$15.29M	0.1%	$64.24	—	COM	876664103
—	MERITOR INC	1,243,006	$15.23M	0.1%	$9.20	—	COM	59001K100
—	PLATINUM GROUP METALS LTD	15,124,098	$15.19M	0.1%	$0.90	—	COM NEW	72765Q205
HAIN	HAIN CELESTIAL GROUP INC	165,951	$15.18M	0.1%	$45.57	0.0%	COM	405217100
—	LIGHTINTHEBOX HLDG CO LTD	2,245,960	$15.05M	0.1%	$7.01	—	SPONSORED ADR	53225G102
—	STILLWATER MNG CO	1,015,568	$15.04M	0.1%	$14.81	—	COM	86074Q102
—	CBL & ASSOC PPTYS INC	838,667	$14.89M	0.1%	$18.09	—	COM	124830100
ALL	ALLSTATE CORP	259,099	$14.66M	0.1%	$37.27	+11.5%	COM	020002101
QCOM	QUALCOMM INC	183,263	$14.45M	0.1%	$50.36	+7.3%	COM	747525103
—	OREXIGEN THERAPEUTICS INC	2,206,701	$14.34M	0.1%	$6.01	—	COM	686164104
—	GOLDCORP INC NEW	14,270,000	$14.33M	0.1%	$1.01	—	NOTE 2.000% 8/0	380956AB8
SYK	STRYKER CORP	175,652	$14.31M	0.1%	$56.92	+21.3%	COM	863667101
RY	ROYAL BK CDA MONTREAL QUE	216,860	$14.3M	0.1%	$61.46	+5.2%	COM	780087102
MET	METLIFE INC	268,695	$14.19M	0.1%	$25.95	+19.8%	COM	59156R108
PTEN	PATTERSON UTI ENERGY INC	442,615	$14.02M	0.1%	$27.81	0.0%	COM	703481101
DE	DEERE & CO	150,000	$13.62M	0.0%	$68.04	+3.0%	COM	244199105
—	RYLAND GROUP INC	338,435	$13.51M	0.0%	$40.34	—	COM	783764103
BAX	BAXTER INTL INC	180,000	$13.24M	0.0%	$30.42	-0.3%	COM	071813109
SWKS	SKYWORKS SOLUTIONS INC	350,000	$13.13M	0.0%	$17.70	+48.4%	COM	83088M102
SAIC	SCIENCE APPLICATNS INTL CP N	341,659	$12.78M	0.0%	$36.64	0.0%	COM	808625107
AVB	AVALONBAY CMNTYS INC	95,912	$12.6M	0.0%	$86.09	-1.5%	COM	053484101
LVS	LAS VEGAS SANDS CORP	154,800	$12.51M	0.0%	$51.08	+11.5%	COM	517834107
ESS	ESSEX PPTY TR INC	73,286	$12.46M	0.0%	$105.20	+4.9%	COM	297178105
TV	GRUPO TELEVISA SA	371,099	$12.35M	0.0%	$33.29	—	SPON ADR REP ORD	40049J206
—	FRESH MKT INC	366,603	$12.32M	0.0%	$33.60	—	COM	35804H106
IVZ	INVESCO LTD	327,796	$12.13M	0.0%	$19.66	+6.1%	SHS	G491BT108
MCO	MOODYS CORP	150,924	$11.97M	0.0%	$56.14	+23.3%	COM	615369105
—	SUNPOWER CORP	370,290	$11.95M	0.0%	$30.14	—	COM	867652406
ICLR	ICON PLC	244,902	$11.64M	0.0%	$38.92	+14.6%	SHS	G4705A100
—	TIBCO SOFTWARE INC	565,973	$11.5M	0.0%	$22.24	—	COM	88632Q103
—	DUPONT FABROS TECHNOLOGY INC	473,062	$11.39M	0.0%	$24.87	—	COM	26613Q106
DSGX	DESCARTES SYS GROUP INC	779,466	$10.89M	0.0%	$13.93	0.0%	COM	249906108
CAH	CARDINAL HEALTH INC	152,952	$10.7M	0.0%	$50.49	0.0%	COM	14149Y108
NEE	NEXTERA ENERGY INC	111,726	$10.68M	0.0%	$14.73	+12.5%	COM	65339F101
VTR	VENTAS INC	171,621	$10.39M	0.0%	$42.87	-3.9%	COM	92276F100
EXAS	EXACT SCIENCES CORP	729,367	$10.34M	0.0%	$13.51	0.0%	COM	30063P105
IRWD	IRONWOOD PHARMACEUTICALS INC	826,765	$10.19M	0.0%	$12.12	-7.2%	COM CL A	46333X108
—	HOLLYSYS AUTOMATION TECHNOLO	472,478	$10.18M	0.0%	$21.54	—	SHS	G45667105
—	CROWN CASTLE INTL CORP	137,843	$10.17M	0.0%	$72.57	—	COM	228227104
RF	REGIONS FINL CORP NEW	901,366	$10.01M	0.0%	$6.43	+10.1%	COM	7591EP100
—	BUNGE LIMITED	124,830	$9.925M	0.0%	$76.63	—	COM	G16962105
—	BLUE NILE INC	282,666	$9.837M	0.0%	$38.88	—	COM	09578R103
AMG	AFFILIATED MANAGERS GROUP	49,006	$9.804M	0.0%	$156.28	+21.7%	COM	008252108
—	DDR CORP	592,280	$9.761M	0.0%	$15.75	—	COM	23317H102
—	VALIDUS HOLDINGS LTD	258,068	$9.732M	0.0%	$36.17	—	COM SHS	G9319H102
—	UBIQUITI NETWORKS INC	208,103	$9.462M	0.0%	$45.92	—	COM	90347A100
MTZ	MASTEC INC	217,794	$9.461M	0.0%	$32.26	+17.7%	COM	576323109
LEA	LEAR CORP	112,923	$9.454M	0.0%	$46.85	+39.1%	COM NEW	521865204
VIPS	VIPSHOP HLDGS LTD	61,600	$9.197M	0.0%	$48.88	—	SPONSORED ADR	92763W103
TMO	THERMO FISHER SCIENTIFIC INC	75,897	$9.126M	0.0%	$105.45	+8.6%	COM	883556102
LYB	LYONDELLBASELL INDUSTRIES N	102,550	$9.121M	0.0%	$39.94	+13.6%	SHS - A -	N53745100
DLR	DIGITAL RLTY TR INC	170,444	$9.047M	0.0%	$33.38	-0.8%	COM	253868103
CMS	CMS ENERGY CORP	307,353	$8.999M	0.0%	$18.61	+3.9%	COM	125896100
ATO	ATMOS ENERGY CORP	189,522	$8.932M	0.0%	$31.13	+10.5%	COM	049560105
—	NAVISTAR INTL CORP NEW	249,592	$8.454M	0.0%	$29.61	—	COM	63934E108
WCC	WESCO INTL INC	101,042	$8.409M	0.0%	$80.35	+3.7%	COM	95082P105
—	L BRANDS INC	147,199	$8.356M	0.0%	$51.39	—	COM	501797104
TJX	TJX COS INC NEW	132,175	$8.016M	0.0%	$25.72	+0.1%	COM	872540109
TDC	TERADATA CORP DEL	160,951	$7.917M	0.0%	$45.29	-0.5%	COM	88076W103
—	BONA FILM GROUP LTD	1,235,272	$7.745M	0.0%	$4.78	—	SPONSORED ADS	09777B107
ATHM	AUTOHOME INC	201,173	$7.727M	0.0%	$36.59	—	SP ADR RP CL A	05278C107
SVA	SINOVAC BIOTECH LTD	1,069,500	$7.7M	0.0%	$3.72	+77.9%	SHS	P8696W104
MTB	M & T BK CORP	63,465	$7.698M	0.0%	$83.18	0.0%	COM	55261F104
OLED	UNIVERSAL DISPLAY CORP	240,681	$7.68M	0.0%	$28.34	+11.0%	COM	91347P105
—	CHINA DISTANCE ED HLDGS LTD	425,100	$7.665M	0.0%	$18.40	—	SPONS ADR	16944W104
—	BARRACUDA NETWORKS INC	225,299	$7.647M	0.0%	$39.68	—	COM	068323104
MPVDF	MOUNTAIN PROV DIAMONDS INC	1,570,233	$7.443M	0.0%	$4.83	-2.3%	COM NEW	62426E402
—	KOSMOS ENERGY LTD	662,336	$7.286M	0.0%	$10.17	—	SHS	G5315B107
—	AIR METHODS CORP	135,600	$7.245M	0.0%	$53.43	—	COM PAR $.06	009128307
SKT	TANGER FACTORY OUTLET CTRS I	203,733	$7.131M	0.0%	$32.74	—	COM	875465106
—	AMERICAN CAMPUS CMNTYS INC	185,210	$6.918M	0.0%	$32.46	—	COM	024835100
ADM	ARCHER DANIELS MIDLAND CO	159,000	$6.899M	0.0%	$29.33	0.0%	COM	039483102
BMY	BRISTOL MYERS SQUIBB CO	130,700	$6.79M	0.0%	$35.93	0.0%	COM	110122108
—	MEDIVATION INC	105,300	$6.778M	0.0%	$64.37	—	COM	58501N101
—	ROCK-TENN CO	63,100	$6.661M	0.0%	$105.03	—	CL A	772739207
META	FACEBOOK INC	109,786	$6.614M	0.0%	$62.93	0.0%	CL A	30303M102
CBRE	CBRE GROUP INC	240,580	$6.599M	0.0%	$25.97	+3.8%	CL A	12504L109
SUI	SUN CMNTYS INC	144,102	$6.498M	0.0%	$43.67	—	COM	866674104
BRK/B	BERKSHIRE HATHAWAY INC DEL	51,900	$6.486M	0.0%	$116.85	0.0%	CL B NEW	084670702
—	ARCELORMITTAL SA LUXEMBOURG	395,592	$6.389M	0.0%	$17.84	—	NY REGISTRY SH	03938L104
—	SK TELECOM LTD	283,018	$6.388M	0.0%	$20.69	—	SPONSORED ADR	78440P108
—	ROCKET FUEL INC	147,940	$6.344M	0.0%	$42.88	—	COM	773111109
—	XOOM CORP	322,050	$6.286M	0.0%	$31.81	—	COM	98419Q101
—	PERFECT WORLD CO LTD	303,262	$6.268M	0.0%	$17.42	—	SPON ADR REP B	71372U104
—	HOME PROPERTIES INC	104,198	$6.264M	0.0%	$56.04	—	COM	437306103
—	APACHE CORP	75,300	$6.246M	0.0%	$83.48	—	COM	037411105
GNRC	GENERAC HLDGS INC	104,400	$6.156M	0.0%	$54.47	+0.4%	COM	368736104
—	ADTRAN INC	250,228	$6.108M	0.0%	$24.49	—	COM	00738A106
—	YOUKU TUDOU INC	217,093	$6.087M	0.0%	$20.66	—	SPONSORED ADR	98742U100
KR	KROGER CO	139,400	$6.085M	0.0%	$15.90	0.0%	COM	501044101
—	AIRMEDIA GROUP INC	2,548,400	$6.065M	0.0%	$1.83	—	SPONSORED ADR	009411109
MELI	MERCADOLIBRE INC	63,677	$6.056M	0.0%	$105.85	-9.4%	COM	58733R102
MA	MASTERCARD INC	80,770	$6.034M	0.0%	$69.61	+4.5%	CL A	57636Q104
—	ENDOLOGIX INC	465,065	$5.985M	0.0%	$13.14	—	COM	29266S106
MSCI	MSCI INC	138,099	$5.941M	0.0%	$38.46	0.0%	COM	55354G100
COP	CONOCOPHILLIPS	83,704	$5.889M	0.0%	$44.49	+2.1%	COM	20825C104
BA	BOEING CO	46,900	$5.885M	0.0%	$111.68	0.0%	COM	097023105
MGA	MAGNA INTL INC	60,800	$5.845M	0.0%	$28.02	+14.4%	COM	559222401
SBUX	STARBUCKS CORP	79,316	$5.82M	0.0%	$29.73	-1.5%	COM	855244109
AMCX	AMC NETWORKS INC	79,100	$5.781M	0.0%	$69.91	0.0%	CL A	00164V103
FBIN	FORTUNE BRANDS HOME & SEC IN	137,016	$5.766M	0.0%	$27.93	+16.6%	COM	34964C106
—	PARKWAY PPTYS INC	315,969	$5.766M	0.0%	$19.08	—	COM	70159Q104
MRSH	MARSH & MCLENNAN COS INC	115,949	$5.716M	0.0%	$31.33	+23.9%	COM	571748102
CNQ	CANADIAN NAT RES LTD	148,600	$5.695M	0.0%	$9.68	+8.3%	COM	136385101
—	FLEETCOR TECHNOLOGIES INC	49,080	$5.649M	0.0%	$84.29	—	COM	339041105
STZ	CONSTELLATION BRANDS INC	66,000	$5.608M	0.0%	$65.73	+3.6%	CL A	21036P108
SGMO	SANGAMO BIOSCIENCES INC	305,605	$5.525M	0.0%	$19.28	0.0%	COM	800677106
—	GULFPORT ENERGY CORP	76,031	$5.412M	0.0%	$71.18	—	COM NEW	402635304
—	BLACKROCK INC	16,485	$5.184M	0.0%	$314.47	—	COM	09247X101
EIX	EDISON INTL	91,484	$5.179M	0.0%	$31.23	+1.4%	COM	281020107
RJF	RAYMOND JAMES FINANCIAL INC	92,300	$5.162M	0.0%	$29.40	0.0%	COM	754730109
—	KONGZHONG CORP	448,300	$5.142M	0.0%	$6.50	—	SPONSORED ADR	50047P104
FNV	FRANCO NEVADA CORP	108,400	$4.981M	0.0%	$36.93	+13.4%	COM	351858105
—	CANADIAN PAC RY LTD	32,600	$4.885M	0.0%	$122.71	—	COM	13645T100
MEOH	METHANEX CORP	75,700	$4.844M	0.0%	$50.72	+24.5%	COM	59151K108
FIS	FIDELITY NATL INFORMATION SV	90,468	$4.836M	0.0%	$39.91	+9.0%	COM	31620M106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	178,100	$4.823M	0.0%	$16.13	+50.8%	SHS	V5633W109
—	RYANAIR HLDGS PLC	81,205	$4.776M	0.0%	$49.96	—	SPONSORED ADR	783513104
SRE	SEMPRA ENERGY	49,000	$4.741M	0.0%	$32.20	0.0%	COM	816851109
—	TESLA MTRS INC	5,000,000	$4.534M	0.0%	$0.91	—	NOTE 1.250% 3/0	88160RAC5
—	ENERGEN CORP	55,755	$4.506M	0.0%	$76.39	—	COM	29265N108
—	58 COM INC	107,900	$4.492M	0.0%	$41.63	—	SPON ADR REP A	31680Q104
—	HCP INC	115,151	$4.467M	0.0%	$40.85	—	COM	40414L109
SNPS	SYNOPSYS INC	116,167	$4.462M	0.0%	$35.96	+11.6%	COM	871607107
SLB	SCHLUMBERGER LTD	45,299	$4.417M	0.0%	$65.05	+0.7%	COM	806857108
ADBE	ADOBE SYS INC	66,100	$4.345M	0.0%	$64.14	0.0%	COM	00724F101
—	SEMGROUP CORP	66,045	$4.338M	0.0%	$57.02	—	CL A	81663A105
PSX	PHILLIPS 66	55,730	$4.295M	0.0%	$43.41	+14.8%	COM	718546104
—	WYNDHAM WORLDWIDE CORP	57,800	$4.233M	0.0%	$73.24	—	COM	98310W108
BRKR	BRUKER CORP	185,600	$4.23M	0.0%	$20.94	0.0%	COM	116794108
DQ	DAQO NEW ENERGY CORP	98,600	$4.223M	0.0%	$42.83	—	SPNSRD ADR NEW	23703Q203
RGA	REINSURANCE GROUP AMER INC	51,900	$4.133M	0.0%	$75.92	0.0%	COM NEW	759351604
PVH	PVH CORP	33,100	$4.13M	0.0%	$122.01	-0.8%	COM	693656100
EWW	ISHARES	64,251	$4.109M	0.0%	$63.95	—	MSCI MEX CAP ETF	464286822
—	FINANCIAL ENGINES INC	79,637	$4.044M	0.0%	$48.41	—	COM	317485100
—	YAHOO INC	112,300	$4.032M	0.0%	$35.90	—	COM	984332106
—	GROUPE CGI INC	129,900	$4.01M	0.0%	$31.05	—	CL A SUB VTG	39945C109
VFC	V F CORP	64,600	$3.997M	0.0%	$56.33	0.0%	COM	918204108
FDX	FEDEX CORP	30,036	$3.982M	0.0%	$83.10	+38.5%	COM	31428X106
PTC	PTC INC	110,800	$3.926M	0.0%	$36.75	0.0%	COM	69370C100
RWT	REDWOOD TR INC	192,800	$3.91M	0.0%	$20.28	—	COM	758075402
PNC	PNC FINL SVCS GROUP INC	44,589	$3.879M	0.0%	$51.97	+9.3%	COM	693475105
BSX	BOSTON SCIENTIFIC CORP	285,400	$3.859M	0.0%	$12.02	+9.2%	COM	101137107
—	REALOGY HLDGS CORP	88,273	$3.835M	0.0%	$43.73	—	COM	75605Y106
ORLY	O REILLY AUTOMOTIVE INC NEW	25,200	$3.739M	0.0%	$9.54	0.0%	COM	67103H107
AMP	AMERIPRISE FINL INC	33,700	$3.709M	0.0%	$85.26	0.0%	COM	03076C106
LKQ	LKQ CORP	140,382	$3.699M	0.0%	$25.11	0.0%	COM	501889208
SHW	SHERWIN WILLIAMS CO	18,500	$3.647M	0.0%	$57.67	0.0%	COM	824348106
—	OASIS PETE INC NEW	86,900	$3.626M	0.0%	$41.73	—	COM	674215108
AOS	SMITH A O	78,500	$3.613M	0.0%	$20.22	0.0%	COM	831865209
TRV	TRAVELERS COMPANIES INC	42,417	$3.61M	0.0%	$64.62	0.0%	COM	89417E109
—	HMS HLDGS CORP	188,150	$3.584M	0.0%	$20.71	—	COM	40425J101
FTNT	FORTINET INC	162,266	$3.575M	0.0%	$4.37	0.0%	COM	34959E109
—	BROADSOFT INC	130,996	$3.502M	0.0%	$27.19	—	COM	11133B409
RRX	REGAL BELOIT CORP	47,700	$3.468M	0.0%	$69.46	+6.3%	COM	758750103
—	HOLLYFRONTIER CORP	72,557	$3.452M	0.0%	$48.63	—	COM	436106108
MMS	MAXIMUS INC	76,835	$3.447M	0.0%	$45.20	0.0%	COM	577933104
—	CITY NATL CORP	43,100	$3.393M	0.0%	$78.72	—	COM	178566105
VMC	VULCAN MATLS CO	50,800	$3.376M	0.0%	$58.15	0.0%	COM	929160109
—	SCORPIO TANKERS INC	335,311	$3.343M	0.0%	$9.02	—	SHS	Y7542C106
—	TAHOE RES INC	156,000	$3.298M	0.0%	$19.75	—	COM	873868103
—	DRIL-QUIP INC	29,200	$3.273M	0.0%	$112.09	—	COM	262037104
—	FIRSTMERIT CORP	154,600	$3.22M	0.0%	$20.83	—	COM	337915102
—	TOTAL SYS SVCS INC	105,800	$3.217M	0.0%	$33.28	—	COM	891906109
TU	TELUS CORP	89,618	$3.213M	0.0%	$17.31	-0.4%	COM	87971M103
STT	STATE STR CORP	45,781	$3.184M	0.0%	$45.41	+10.4%	COM	857477103
LOGI	LOGITECH INTL S A	212,671	$3.175M	0.0%	$8.53	+41.1%	SHS	H50430232
—	HOWARD HUGHES CORP	22,000	$3.14M	0.0%	$142.73	—	COM	44267D107
—	AGRIUM INC	32,200	$3.138M	0.0%	$93.45	—	COM	008916108
CMI	CUMMINS INC	21,016	$3.131M	0.0%	$84.08	+20.5%	COM	231021106
—	BOSTON PRIVATE FINL HLDGS IN	231,300	$3.129M	0.0%	$13.53	—	COM	101119105
—	BROOKFIELD ASSET MGMT INC	76,400	$3.112M	0.0%	$36.06	—	CL A LTD VT SH	112585104
—	JIAYUAN COM INTL LTD	470,361	$3.081M	0.0%	$5.21	—	SPONSORED ADR	477374102
OPLN	KAR AUCTION SVCS INC	101,400	$3.077M	0.0%	$11.21	0.0%	COM	48238T109
—	PROTECTIVE LIFE CORP	57,900	$3.045M	0.0%	$52.59	—	COM	743674103
MPWR	MONOLITHIC PWR SYS INC	78,100	$3.028M	0.0%	$31.60	0.0%	COM	609839105
CDNS	CADENCE DESIGN SYSTEM INC	194,750	$3.026M	0.0%	$13.41	+10.6%	COM	127387108
—	CAVIUM INC	69,000	$3.017M	0.0%	$43.72	—	COM	14964U108
—	PRICELINE COM INC	2,523	$3.007M	0.0%	$827.10	—	COM NEW	741503403
EG	EVEREST RE GROUP LTD	19,500	$2.984M	0.0%	$114.97	0.0%	COM	G3223R108
—	LIFE TIME FITNESS INC	61,800	$2.973M	0.0%	$48.11	—	COM	53217R207
—	ENERGIZER HLDGS INC	29,500	$2.972M	0.0%	$100.75	—	COM	29266R108
IBKR	INTERACTIVE BROKERS GROUP IN	134,600	$2.917M	0.0%	$5.03	0.0%	COM	45841N107
TMUS	T-MOBILE US INC	87,700	$2.897M	0.0%	$26.04	+17.6%	COM	872590104
—	YOU ON DEMAND HLDGS INC	587,172	$2.883M	0.0%	$1.61	—	COM NEW	98741R207
CL	COLGATE PALMOLIVE CO	44,373	$2.878M	0.0%	$44.58	+7.5%	COM	194162103
BCS	BARCLAYS PLC	181,344	$2.847M	0.0%	$15.83	—	ADR	06738E204
CUBE	CUBESMART	165,400	$2.838M	0.0%	$17.16	—	COM	229663109
XEL	XCEL ENERGY INC	92,400	$2.805M	0.0%	$19.89	0.0%	COM	98389B100
MHK	MOHAWK INDS INC	20,260	$2.755M	0.0%	$140.91	+1.6%	COM	608190104
TPC	TUTOR PERINI CORP	95,912	$2.75M	0.0%	$17.65	+43.8%	COM	901109108
—	NETSUITE INC	28,900	$2.741M	0.0%	$94.84	—	COM	64118Q107
—	SYNOVUS FINL CORP	798,700	$2.708M	0.0%	$3.39	—	COM	87161C105
M	MACYS INC	45,500	$2.698M	0.0%	$51.12	+8.8%	COM	55616P104
EZA	ISHARES	39,871	$2.659M	0.0%	$58.26	—	MSCI STH AFR ETF	464286780
—	RACKSPACE HOSTING INC	80,200	$2.632M	0.0%	$39.13	—	COM	750086100
MAN	MANPOWERGROUP INC	32,700	$2.578M	0.0%	$79.12	0.0%	COM	56418H100
ROST	ROSS STORES INC	35,985	$2.575M	0.0%	$30.20	+4.5%	COM	778296103
ALK	ALASKA AIR GROUP INC	27,600	$2.575M	0.0%	$37.56	0.0%	COM	011659109
—	INVENSENSE INC	108,700	$2.573M	0.0%	$23.67	—	COM	46123D205
GIL	GILDAN ACTIVEWEAR INC	50,900	$2.565M	0.0%	$19.48	+11.5%	COM	375916103
JLL	JONES LANG LASALLE INC	21,600	$2.56M	0.0%	$111.53	0.0%	COM	48020Q107
BC	BRUNSWICK CORP	55,500	$2.514M	0.0%	$26.84	+35.4%	COM	117043109
—	LAREDO PETROLEUM INC	96,800	$2.503M	0.0%	$25.86	—	COM	516806106
—	QLIK TECHNOLOGIES INC	93,267	$2.48M	0.0%	$26.59	—	COM	74733T105
SLF	SUN LIFE FINL INC	71,400	$2.472M	0.0%	$31.48	+9.4%	COM	866796105
HUBG	HUB GROUP INC	61,700	$2.467M	0.0%	$20.24	0.0%	CL A	443320106
—	CALGON CARBON CORP	112,360	$2.453M	0.0%	$16.68	—	COM	129603106
—	WEB COM GROUP INC	71,500	$2.433M	0.0%	$34.03	—	COM	94733A104
—	KNIGHT TRANSN INC	104,000	$2.406M	0.0%	$23.13	—	COM	499064103
—	FORUM ENERGY TECHNOLOGIES IN	76,300	$2.364M	0.0%	$30.98	—	COM	34984V100
—	INTREPID POTASH INC	149,757	$2.315M	0.0%	$15.84	—	COM	46121Y102
—	CATAMARAN CORP	50,700	$2.268M	0.0%	$44.73	—	COM	148887102
PRGS	PROGRESS SOFTWARE CORP	102,500	$2.235M	0.0%	$23.95	0.0%	COM	743312100
VRA	VERA BRADLEY INC	81,000	$2.186M	0.0%	$25.61	0.0%	COM	92335C106
—	INFOBLOX INC	108,700	$2.181M	0.0%	$20.06	—	COM	45672H104
—	LUXOFT HLDG INC	62,000	$2.174M	0.0%	$36.40	—	ORD SHS CL A	G57279104
NTGR	NETGEAR INC	63,900	$2.155M	0.0%	$20.77	0.0%	COM	64111Q104
OII	OCEANEERING INTL INC	29,802	$2.142M	0.0%	$71.61	0.0%	COM	675232102
LMT	LOCKHEED MARTIN CORP	12,400	$2.024M	0.0%	$113.36	0.0%	COM	539830109
—	MRC GLOBAL INC	74,300	$2.003M	0.0%	$26.96	—	COM	55345K103
—	PHARMACYCLICS INC	19,800	$1.984M	0.0%	$100.20	—	COM	716933106
—	WHITING PETE CORP NEW	28,200	$1.957M	0.0%	$69.40	—	COM	966387102
CVE	CENOVUS ENERGY INC	66,400	$1.92M	0.0%	$22.39	-7.4%	COM	15135U109
VRTS	VIRTUS INVT PARTNERS INC	11,000	$1.905M	0.0%	$136.34	0.0%	COM	92828Q109
—	PIER 1 IMPORTS INC	100,600	$1.899M	0.0%	$18.88	—	COM	720279108
BMO	BANK MONTREAL QUE	27,900	$1.867M	0.0%	$36.35	+10.5%	COM	063671101
—	CELLDEX THERAPEUTICS INC NEW	104,500	$1.847M	0.0%	$17.67	—	COM	15117B103
—	EZCHIP SEMICONDUCTOR LIMITED	72,500	$1.838M	0.0%	$25.35	—	ORD	M4146Y108
—	DOMINION DIAMOND CORP	135,400	$1.819M	0.0%	$13.43	—	COM	257287102
—	FLOTEK INDS INC DEL	64,439	$1.795M	0.0%	$17.94	—	COM	343389102
—	ASCENA RETAIL GROUP INC	102,900	$1.778M	0.0%	$17.28	—	COM	04351G101
R	RYDER SYS INC	22,200	$1.774M	0.0%	$74.08	0.0%	COM	783549108
—	SOUTH JERSEY INDS INC	30,400	$1.705M	0.0%	$56.09	—	COM	838518108
RCI	ROGERS COMMUNICATIONS INC	40,700	$1.687M	0.0%	$47.39	-14.0%	CL B	775109200
KALU	KAISER ALUMINUM CORP	23,600	$1.686M	0.0%	$48.88	0.0%	COM PAR $0.01	483007704
—	TUPPERWARE BRANDS CORP	19,400	$1.625M	0.0%	$83.76	—	COM	899896104
CNI	CANADIAN NATL RY CO	28,200	$1.584M	0.0%	$42.47	+4.9%	COM	136375102
—	TIME WARNER CABLE INC	11,381	$1.561M	0.0%	$112.48	—	COM	88732J207
—	COOPER TIRE & RUBR CO	63,600	$1.545M	0.0%	$24.29	—	COM	216831107
NICE	NICE SYS LTD	34,200	$1.527M	0.0%	$44.65	—	SPONSORED ADR	653656108
VET	VERMILION ENERGY INC	24,100	$1.505M	0.0%	$57.34	0.0%	COM	923725105
—	FERRO CORP	109,600	$1.497M	0.0%	$13.66	—	COM	315405100
PPG	PPG INDS INC	7,627	$1.476M	0.0%	$75.09	+2.8%	COM	693506107
OIS	OIL STS INTL INC	14,900	$1.469M	0.0%	$55.40	0.0%	COM	678026105
—	STANCORP FINL GROUP INC	21,900	$1.463M	0.0%	$66.80	—	COM	852891100
BNS	BANK N S HALIFAX	25,180	$1.458M	0.0%	$31.65	+0.8%	COM	064149107
DVA	DAVITA HEALTHCARE PARTNERS I	20,522	$1.413M	0.0%	$65.13	+2.0%	COM	23918K108
—	CLICKSOFTWARE TECHNOLOGIES L	139,300	$1.41M	0.0%	$10.12	—	ORD	M25082104
KEX	KIRBY CORP	13,900	$1.407M	0.0%	$100.72	0.0%	COM	497266106
NOAH	NOAH HLDGS LTD	97,400	$1.405M	0.0%	$18.00	—	SPONSORED ADS	65487X102
SCI	SERVICE CORP INTL	70,400	$1.4M	0.0%	$17.02	+7.9%	COM	817565104
—	TRANSCANADA CORP	29,600	$1.345M	0.0%	$43.05	—	COM	89353D107
—	PRECISION DRILLING CORP	111,000	$1.329M	0.0%	$8.72	—	COM 2010	74022D308
RGLD	ROYAL GOLD INC	21,075	$1.32M	0.0%	$48.42	+27.0%	COM	780287108
—	HANGER INC	38,300	$1.29M	0.0%	$33.68	—	COM NEW	41043F208
—	COMPUWARE CORP	114,500	$1.202M	0.0%	$10.50	—	COM	205638109
—	ALAMOS GOLD INC	130,400	$1.178M	0.0%	$9.03	—	COM	011527108
—	TWITTER INC	25,221	$1.177M	0.0%	$63.64	—	COM	90184L102
—	TEAM INC	27,141	$1.163M	0.0%	$42.85	—	COM	878155100
—	B/E AEROSPACE INC	13,000	$1.128M	0.0%	$86.77	—	COM	073302101
—	COBALT INTL ENERGY INC	53,856	$987K	0.0%	$23.64	—	COM	19075F106
HLX	HELIX ENERGY SOLUTIONS GRP I	42,046	$966K	0.0%	$23.34	-4.6%	COM	42330P107
—	ENSCO PLC	17,558	$927K	0.0%	$57.21	—	SHS CLASS A	G3157S106
—	GRAN TIERRA ENERGY INC	122,100	$917K	0.0%	$6.23	—	COM	38500T101
—	PROGRESSIVE WASTE SOLUTIONS	35,700	$904K	0.0%	$25.32	—	COM	74339G101
OTEX	OPEN TEXT CORP	18,800	$898K	0.0%	$15.06	+25.5%	COM	683715106
CSL	CARLISLE COS INC	10,900	$865K	0.0%	$66.99	0.0%	COM	142339100
F	FORD MTR CO DEL	55,200	$861K	0.0%	$7.61	+10.1%	COM PAR $0.01	345370860
COST	COSTCO WHSL CORP NEW	7,542	$842K	0.0%	$91.29	0.0%	COM	22160K105
—	POTASH CORP SASK INC	23,200	$839K	0.0%	$37.80	—	COM	73755L107
—	TALISMAN ENERGY INC	82,900	$826K	0.0%	$11.44	—	COM	87425E103
—	COTT CORP QUE	96,500	$819K	0.0%	$8.49	—	COM	22163N106
CCJ	CAMECO CORP	32,000	$733K	0.0%	$17.57	+11.1%	COM	13321L108
NGD	NEW GOLD INC CDA	142,768	$706K	0.0%	$5.77	0.0%	COM	644535106
FCX	FREEPORT-MCMORAN COPPER & GO	20,929	$692K	0.0%	$28.04	+1.5%	COM	35671D857
HCKT	HACKETT GROUP INC	114,289	$683K	0.0%	$6.00	0.0%	COM	404609109
GME	GAMESTOP CORP NEW	16,000	$658K	0.0%	$6.27	+10.6%	CL A	36467W109
AES	AES CORP	44,600	$637K	0.0%	$8.29	+12.1%	COM	00130H105
—	AMBOW ED HLDG LTD	950,920	$627K	0.0%	$0.94	—	ADR REPSTG CL A	02322P101
—	BARRICK GOLD CORP	31,199	$555K	0.0%	$16.98	—	COM	067901108
SYY	SYSCO CORP	14,919	$539K	0.0%	$25.27	+3.3%	COM	871829107
ALB	ALBEMARLE CORP	8,100	$538K	0.0%	$54.27	0.0%	COM	012653101
THC	TENET HEALTHCARE CORP	12,550	$537K	0.0%	$44.77	-1.5%	COM NEW	88033G407
RS	RELIANCE STEEL & ALUMINUM CO	7,292	$515K	0.0%	$73.89	-3.4%	COM	759509102
CNK	CINEMARK HOLDINGS INC	17,300	$502K	0.0%	$23.13	+4.9%	COM	17243V102
NWL	NEWELL RUBBERMAID INC	15,600	$466K	0.0%	$16.79	+18.7%	COM	651229106
DAR	DARLING INTL INC	22,600	$452K	0.0%	$18.50	+8.4%	COM	237266101
—	COACH INC	8,300	$412K	0.0%	$57.11	—	COM	189754104
AXP	AMERICAN EXPRESS CO	4,500	$405K	0.0%	$59.62	+26.6%	COM	025816109
BDC	BELDEN INC	5,500	$383K	0.0%	$48.78	+37.2%	COM	077454106
ON	ON SEMICONDUCTOR CORP	39,240	$369K	0.0%	$8.02	+11.9%	COM	682189105
—	CALPINE CORP	16,600	$347K	0.0%	$21.22	—	COM NEW	131347304
CYH	COMMUNITY HEALTH SYS INC NEW	8,800	$345K	0.0%	$35.87	-7.9%	COM	203668108
SNY	SANOFI	6,500	$340K	0.0%	$51.51	—	SPONSORED ADR	80105N105
—	TENNECO INC	5,400	$314K	0.0%	$45.27	—	COM	880349105
VYX	NCR CORP NEW	8,000	$292K	0.0%	$22.23	-4.4%	COM	62886E108
DLX	DELUXE CORP	5,200	$273K	0.0%	$23.94	+34.9%	COM	248019101
—	SUNTRUST BKS INC	6,700	$267K	0.0%	$31.56	—	COM	867914103
AFL	AFLAC INC	4,200	$265K	0.0%	$21.30	+12.6%	COM	001055102
GTN	GRAY TELEVISION INC	25,100	$260K	0.0%	$5.99	+89.4%	COM	389375106
AWI	ARMSTRONG WORLD INDS INC NEW	4,700	$250K	0.0%	$47.68	+11.1%	COM	04247X102
—	TURQUOISE HILL RES LTD	69,808	$234K	0.0%	$3.35	—	COM	900435108
—	TRW AUTOMOTIVE HLDGS CORP	2,600	$212K	0.0%	$73.43	—	COM	87264S106
—	OMNOVA SOLUTIONS INC	20,400	$212K	0.0%	$7.99	—	COM	682129101
—	SCICLONE PHARMACEUTICALS INC	40,578	$207K	0.0%	$5.10	—	COM	80862K104
—	FREESCALE SEMICONDUCTOR LTD	8,300	$203K	0.0%	$16.39	—	SHS	G3727Q101
—	FRONTIER COMMUNICATIONS CORP	34,700	$198K	0.0%	$5.71	—	COM	35906A108
—	ALPHA NATURAL RESOURCES INC	44,200	$188K	0.0%	$5.24	—	COM	02076X102
LPX	LOUISIANA PAC CORP	10,300	$174K	0.0%	$17.01	+3.1%	COM	546347105
—	KODIAK OIL & GAS CORP	13,100	$159K	0.0%	$8.89	—	COM	50015Q100
—	NAVIOS MARITIME HOLDINGS INC	14,800	$146K	0.0%	$5.62	—	COM	Y62196103
—	CHINA CORD BLOOD CORP	32,300	$129K	0.0%	$3.35	—	SHS	G21107100