Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	17,963,390	$749M	2.8%	$27.85	+21.9%	COM	594918104
—	UBS AG	29,679,842	$544M	2.0%	$16.97	—	SHS NEW	H89231338
USB	US BANCORP DEL	11,334,677	$491M	1.8%	$24.06	+16.1%	COM NEW	902973304
ORCL	ORACLE CORP	11,537,775	$468M	1.8%	$28.73	+20.7%	COM	68389X105
C	CITIGROUP INC	9,461,911	$446M	1.7%	$36.09	-1.9%	COM NEW	172967424
—	EXPRESS SCRIPTS HLDG CO	6,140,272	$426M	1.6%	$66.32	—	COM	30219G108
CMCSA	COMCAST CORP NEW	7,928,052	$426M	1.6%	$17.33	+14.2%	CL A	20030N101
—	NEW ORIENTAL ED & TECH GRP I	15,623,522	$415M	1.6%	$23.37	—	SPON ADR	647581107
CVS	CVS CAREMARK CORPORATION	5,378,242	$405M	1.5%	$44.25	+24.1%	COM	126650100
AMGN	AMGEN INC	3,203,452	$379M	1.4%	$77.34	+7.8%	COM	031162100
—	ANADARKO PETE CORP	3,443,862	$377M	1.4%	$86.17	—	COM	032511107
SU	SUNCOR ENERGY INC NEW	8,486,750	$362M	1.4%	$20.88	+24.5%	COM	867224107
JPM	JPMORGAN CHASE & CO	6,186,819	$356M	1.3%	$40.36	+2.1%	COM	46625H100
JNJ	JOHNSON & JOHNSON	3,370,273	$353M	1.3%	$63.44	+15.3%	COM	478160104
EA	ELECTRONIC ARTS INC	9,466,209	$340M	1.3%	$22.60	+39.7%	COM	285512109
CSCO	CISCO SYS INC	13,605,968	$338M	1.3%	$15.54	+7.1%	COM	17275R102
GILD	GILEAD SCIENCES INC	3,836,170	$318M	1.2%	$42.94	+26.0%	COM	375558103
MS	MORGAN STANLEY	9,598,190	$310M	1.2%	$19.24	+18.1%	COM NEW	617446448
AAPL	APPLE INC	3,000,534	$279M	1.0%	$18.14	+2.8%	COM	037833100
—	CIGNA CORPORATION	3,021,940	$278M	1.0%	$78.51	—	COM	125509109
—	GOOGLE INC	455,693	$266M	1.0%	$836.34	—	CL A	38259P508
TAP	MOLSON COORS BREWING CO	3,508,153	$260M	1.0%	$38.51	+26.3%	CL B	60871R209
—	MYLAN INC	4,860,543	$251M	0.9%	$40.76	—	COM	628530107
NTES	NETEASE INC	3,131,191	$245M	0.9%	$73.46	—	SPONSORED ADR	64110W102
—	MEAD JOHNSON NUTRITION CO	2,615,204	$244M	0.9%	$86.39	—	COM	582839106
CAT	CATERPILLAR INC DEL	2,231,135	$242M	0.9%	$71.03	+9.9%	COM	149123101
CME	CME GROUP INC	3,294,414	$234M	0.9%	$45.11	-1.5%	COM	12572Q105
—	ACE LTD	2,240,080	$232M	0.9%	$95.21	—	SHS	H0023R105
—	HEWLETT PACKARD CO	6,724,930	$226M	0.8%	$32.12	—	COM	428236103
—	ACTIVISION BLIZZARD INC	9,752,409	$217M	0.8%	$14.60	—	COM	00507V109
ABBV	ABBVIE INC	3,776,980	$213M	0.8%	$30.62	+7.7%	COM	00287Y109
—	TIME WARNER INC	2,853,933	$200M	0.8%	$61.83	—	COM NEW	887317303
—	NIELSEN N V	3,819,177	$185M	0.7%	$37.16	—	COM	N63218106
BAP	CREDICORP LTD	1,188,445	$185M	0.7%	$97.43	+16.7%	COM	G2519Y108
—	CITRIX SYS INC	2,926,832	$183M	0.7%	$58.54	—	COM	177376100
—	BITAUTO HLDGS LTD	3,756,914	$183M	0.7%	$14.14	—	SPONSORED ADS	091727107
HCA	HCA HOLDINGS INC	3,114,498	$176M	0.7%	$45.73	+7.2%	COM	40412C101
CHKP	CHECK POINT SOFTWARE TECH LT	2,615,628	$175M	0.7%	$53.01	+24.0%	ORD	M22465104
SPY	SPDR S&P 500 ETF TR	862,128	$169M	0.6%	$194.85	—	TR UNIT	78462F103
NVR	NVR INC	144,154	$166M	0.6%	$936.19	+19.2%	COM	62944T105
ITUB	ITAU UNIBANCO HLDG SA	11,190,125	$161M	0.6%	$13.11	—	SPON ADR REP PFD	465562106
—	SYMANTEC CORP	6,975,758	$160M	0.6%	$21.96	—	COM	871503108
ETN	EATON CORP PLC	2,037,623	$157M	0.6%	$55.02	+2.3%	SHS	G29183103
DIS	DISNEY WALT CO	1,832,493	$157M	0.6%	$59.66	+23.1%	COM DISNEY	254687106
TXT	TEXTRON INC	4,091,149	$157M	0.6%	$32.34	+19.0%	COM	883203101
OMC	OMNICOM GROUP INC	2,178,972	$155M	0.6%	$43.96	+7.7%	COM	681919106
NVDA	NVIDIA CORP	8,147,784	$151M	0.6%	$0.32	+38.0%	COM	67066G104
RCL	ROYAL CARIBBEAN CRUISES LTD	2,707,671	$151M	0.6%	$37.74	+23.7%	COM	V7780T103
—	VIACOM INC NEW	1,726,072	$150M	0.6%	$70.52	—	CL B	92553P201
GD	GENERAL DYNAMICS CORP	1,263,689	$147M	0.6%	$82.00	+8.0%	COM	369550108
HAL	HALLIBURTON CO	2,064,658	$147M	0.5%	$35.68	+44.3%	COM	406216101
NSC	NORFOLK SOUTHERN CORP	1,395,101	$144M	0.5%	$59.42	+27.9%	COM	655844108
—	WUXI PHARMATECH CAYMAN INC	4,312,186	$142M	0.5%	$22.47	—	SPONS ADR SHS	929352102
AZO	AUTOZONE INC	261,806	$140M	0.5%	$435.70	+21.4%	COM	053332102
CAG	CONAGRA FOODS INC	4,646,989	$138M	0.5%	$16.48	-1.1%	COM	205887102
—	SOUTHWESTERN ENERGY CO	3,012,643	$137M	0.5%	$45.95	—	COM	845467109
DG	DOLLAR GEN CORP NEW	2,370,306	$136M	0.5%	$47.07	+5.6%	COM	256677105
—	MEDTRONIC INC	2,130,422	$136M	0.5%	$54.18	—	COM	585055106
—	NUANCE COMMUNICATIONS INC	7,221,810	$136M	0.5%	$18.02	—	COM	67020Y100
KMB	KIMBERLY CLARK CORP	1,167,484	$130M	0.5%	$65.24	+10.0%	COM	494368103
EBAY	EBAY INC	2,577,225	$129M	0.5%	$20.21	-4.1%	COM	278642103
—	TATA MTRS LTD	3,205,211	$125M	0.5%	$33.49	—	SPONSORED ADR	876568502
—	COCA COLA ENTERPRISES INC NE	2,548,266	$122M	0.5%	$41.30	—	COM	19122T109
AIG	AMERICAN INTL GROUP INC	2,204,191	$120M	0.5%	$34.52	+17.1%	COM NEW	026874784
ABEV	AMBEV SA	16,733,176	$118M	0.4%	$7.35	—	SPONSORED ADR	02319V103
—	TWENTY FIRST CENTY FOX INC	3,409,869	$117M	0.4%	$33.00	—	CL B	90130A200
OXY	OCCIDENTAL PETE CORP DEL	1,137,176	$117M	0.4%	$59.66	+10.9%	COM	674599105
—	BARD C R INC	810,308	$116M	0.4%	$143.01	—	COM	067383109
CNC	CENTENE CORP DEL	1,507,300	$114M	0.4%	$13.74	+25.0%	COM	15135B101
ICE	INTERCONTINENTAL EXCHANGE IN	600,098	$113M	0.4%	$35.38	-5.1%	COM	45866F104
HDB	HDFC BANK LTD	2,380,220	$111M	0.4%	$42.59	—	ADR REPS 3 SHS	40415F101
—	AON PLC	1,181,888	$106M	0.4%	$69.90	—	SHS CL A	G0408V102
—	PRAXAIR INC	800,666	$106M	0.4%	$128.39	—	COM	74005P104
AMZN	AMAZON COM INC	327,055	$106M	0.4%	$13.92	+13.6%	COM	023135106
NDAQ	NASDAQ OMX GROUP INC	2,564,296	$99.03M	0.4%	$10.04	+0.8%	COM	631103108
GM	GENERAL MTRS CO	2,694,019	$97.79M	0.4%	$28.11	-6.5%	COM	37045V100
—	DR PEPPER SNAPPLE GROUP INC	1,636,485	$95.86M	0.4%	$48.07	—	COM	26138E109
—	REYNOLDS AMERICAN INC	1,585,661	$95.69M	0.4%	$52.69	—	COM	761713106
MCK	MCKESSON CORP	498,791	$92.88M	0.3%	$102.30	+59.6%	COM	58155Q103
—	SALIX PHARMACEUTICALS INC	732,608	$90.37M	0.3%	$76.57	—	COM	795435106
LLY	LILLY ELI & CO	1,411,825	$87.77M	0.3%	$48.02	0.0%	COM	532457108
—	GENERAL ELECTRIC CO	3,305,387	$86.87M	0.3%	$23.43	—	COM	369604103
MCD	MCDONALDS CORP	862,199	$86.86M	0.3%	$70.45	+6.2%	COM	580135101
FMX	FOMENTO ECONOMICO MEXICANO S	920,986	$86.25M	0.3%	$103.19	—	SPON ADR UNITS	344419106
PEP	PEPSICO INC	955,464	$85.36M	0.3%	$56.93	+7.0%	COM	713448108
—	ALLERGAN INC	499,348	$84.5M	0.3%	$93.57	—	COM	018490102
—	LAM RESEARCH CORP	1,232,809	$83.31M	0.3%	$55.73	—	COM	512807108
XOM	EXXON MOBIL CORP	821,931	$82.75M	0.3%	$54.12	+14.3%	COM	30231G102
—	ALTERA CORP	2,351,321	$81.73M	0.3%	$35.41	—	COM	021441100
VNET	21VIANET GROUP INC	2,716,308	$81.41M	0.3%	$13.44	—	SPONSORED ADR	90138A103
—	JOHNSON CTLS INC	1,630,194	$81.4M	0.3%	$46.58	—	COM	478366107
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	1,604,415	$78.47M	0.3%	$40.03	+8.0%	CL A	192446102
DHR	DANAHER CORP DEL	989,470	$77.9M	0.3%	$27.56	+12.8%	COM	235851102
EXP	EAGLE MATERIALS INC	819,395	$77.25M	0.3%	$69.77	+18.4%	COM	26969P108
—	AETNA INC NEW	935,135	$75.82M	0.3%	$64.31	—	COM	00817Y108
VZ	VERIZON COMMUNICATIONS INC	1,523,958	$74.57M	0.3%	$26.18	+2.4%	COM	92343V104
TMUS	T-MOBILE US INC	2,198,030	$73.9M	0.3%	$31.01	+0.7%	COM	872590104
—	QUESTCOR PHARMACEUTICALS INC	791,258	$73.18M	0.3%	$67.11	—	COM	74835Y101
PG	PROCTER & GAMBLE CO	927,389	$72.88M	0.3%	$56.39	+3.3%	COM	742718109
GRFS	GRIFOLS S A	1,645,922	$72.5M	0.3%	$31.10	—	SP ADR REP B NVT	398438408
MDLZ	MONDELEZ INTL INC	1,906,035	$71.69M	0.3%	$24.53	+15.4%	CL A	609207105
AEE	AMEREN CORP	1,677,088	$68.56M	0.3%	$26.73	+3.8%	COM	023608102
RDY	DR REDDYS LABS LTD	1,564,663	$67.52M	0.3%	$39.14	—	ADR	256135203
—	HOSPIRA INC	1,311,736	$67.38M	0.3%	$41.71	—	COM	441060100
—	BB&T CORP	1,696,473	$66.89M	0.3%	$35.94	—	COM	054937107
—	MINDRAY MEDICAL INTL LTD	2,073,600	$65.32M	0.2%	$37.63	—	SPON ADR	602675100
—	TE CONNECTIVITY LTD	1,056,187	$65.31M	0.2%	$51.33	—	REG SHS	H84989104
—	RIVERBED TECHNOLOGY INC	3,158,088	$65.15M	0.2%	$16.37	—	COM	768573107
SJM	SMUCKER J M CO	608,717	$64.87M	0.2%	$70.46	+1.4%	COM NEW	832696405
INTC	INTEL CORP	2,097,820	$64.82M	0.2%	$19.66	+5.2%	COM	458140100
HBAN	HUNTINGTON BANCSHARES INC	6,666,774	$63.6M	0.2%	$4.98	+20.7%	COM	446150104
—	ACTAVIS PLC	282,231	$62.95M	0.2%	$179.87	—	SHS	G0083B108
—	E M C CORP MASS	2,346,093	$61.8M	0.2%	$24.65	—	COM	268648102
EFX	EQUIFAX INC	845,800	$61.35M	0.2%	$53.79	+16.4%	COM	294429105
—	DELPHI AUTOMOTIVE PLC	888,440	$61.07M	0.2%	$54.80	—	SHS	G27823106
LOW	LOWES COS INC	1,250,000	$59.99M	0.2%	$33.75	+12.1%	COM	548661107
KLAC	KLA-TENCOR CORP	811,476	$58.95M	0.2%	$36.32	+17.0%	COM	482480100
CNH	CNH INDL N V	5,735,500	$58.9M	0.2%	$7.76	-0.4%	SHS	N20944109
—	COVIDIEN PLC	651,511	$58.75M	0.2%	$64.81	—	SHS	G2554F113
KO	COCA COLA CO	1,379,745	$58.45M	0.2%	$27.64	+1.7%	COM	191216100
—	ROSETTA RESOURCES INC	1,031,053	$56.55M	0.2%	$48.30	—	COM	777779307
UNP	UNION PAC CORP	560,683	$55.93M	0.2%	$63.40	+17.9%	COM	907818108
MPC	MARATHON PETE CORP	714,581	$55.79M	0.2%	$28.76	+8.3%	COM	56585A102
—	BAKER HUGHES INC	733,515	$54.61M	0.2%	$74.45	—	COM	057224107
—	CHINA LODGING GROUP LTD	2,151,082	$53.99M	0.2%	$17.78	—	SPONSORED ADR	16949N109
—	COVANCE INC	628,968	$53.83M	0.2%	$79.29	—	COM	222816100
HAS	HASBRO INC	1,012,571	$53.72M	0.2%	$31.14	+18.9%	COM	418056107
NXPI	NXP SEMICONDUCTORS N V	811,524	$53.71M	0.2%	$37.43	+45.4%	COM	N6596X109
JD	JD COM INC	1,852,301	$52.81M	0.2%	$28.51	—	SPON ADR CL A	47215P106
MO	ALTRIA GROUP INC	1,216,666	$51.03M	0.2%	$16.37	+17.2%	COM	02209S103
—	GOOGLE INC	88,602	$50.97M	0.2%	$575.28	—	CL C	38259P706
BF/B	BROWN FORMAN CORP	541,114	$50.96M	0.2%	$23.92	+25.2%	CL B	115637209
PFE	PFIZER INC	1,682,574	$49.94M	0.2%	$16.93	+3.7%	COM	717081103
—	JUNIPER NETWORKS INC	2,014,879	$49.45M	0.2%	$23.06	—	COM	48203R104
—	MONSANTO CO NEW	386,409	$48.2M	0.2%	$104.50	—	COM	61166W101
TDG	TRANSDIGM GROUP INC	284,524	$47.59M	0.2%	$87.34	+15.6%	COM	893641100
SPG	SIMON PPTY GROUP INC NEW	283,042	$47.06M	0.2%	$83.27	+11.9%	COM	828806109
A	AGILENT TECHNOLOGIES INC	810,757	$46.57M	0.2%	$34.85	+4.7%	COM	00846U101
YUM	YUM BRANDS INC	573,365	$46.56M	0.2%	$42.87	+4.1%	COM	988498101
MD	MEDNAX INC	788,888	$45.87M	0.2%	$55.34	+6.3%	COM	58502B106
—	SOUFUN HLDGS LTD	4,602,712	$45.06M	0.2%	$12.85	—	ADR	836034108
GHC	GRAHAM HLDGS CO	59,146	$42.47M	0.2%	$353.03	+4.3%	COM	384637104
EL	LAUDER ESTEE COS INC	564,887	$41.95M	0.2%	$60.39	+5.0%	CL A	518439104
—	URS CORP NEW	906,494	$41.56M	0.2%	$52.42	—	COM	903236107
EQT	EQT CORP	386,718	$41.34M	0.2%	$40.32	+30.5%	COM	26884L109
CBRE	CBRE GROUP INC	1,288,468	$41.28M	0.2%	$28.34	+1.9%	CL A	12504L109
ROK	ROCKWELL AUTOMATION INC	327,164	$40.95M	0.2%	$86.56	+13.0%	COM	773903109
—	CONCHO RES INC	281,567	$40.69M	0.2%	$128.97	—	COM	20605P101
—	MONSTER BEVERAGE CORP	561,643	$39.89M	0.1%	$63.83	—	COM	611740101
—	WEATHERFORD INTERNATIONAL LT	1,732,954	$39.86M	0.1%	$23.00	—	REG SHS	H27013103
—	CHINACACHE INTL HLDG LTD	2,526,095	$39.51M	0.1%	$9.62	—	SPON ADR	16950M107
—	GANNETT INC	1,248,171	$39.08M	0.1%	$28.23	—	COM	364730101
IT	GARTNER INC	553,740	$39.05M	0.1%	$69.39	+0.4%	COM	366651107
BWA	BORGWARNER INC	586,999	$38.27M	0.1%	$37.25	+24.8%	COM	099724106
—	SINA CORP	760,211	$37.84M	0.1%	$55.14	—	ORD	G81477104
BMRN	BIOMARIN PHARMACEUTICAL INC	607,156	$37.77M	0.1%	$67.57	-10.6%	COM	09061G101
TV	GRUPO TELEVISA SA	1,093,457	$37.52M	0.1%	$33.96	—	SPON ADR REP ORD	40049J206
MOS	MOSAIC CO NEW	756,701	$37.42M	0.1%	$42.05	-7.2%	COM	61945C103
UNH	UNITEDHEALTH GROUP INC	455,513	$37.24M	0.1%	$56.93	+14.5%	COM	91324P102
—	ALERE INC	991,406	$37.1M	0.1%	$34.37	—	COM	01449J105
WMT	WAL-MART STORES INC	481,215	$36.13M	0.1%	$19.98	+2.7%	COM	931142103
ROP	ROPER INDS INC NEW	244,631	$35.72M	0.1%	$128.40	+1.3%	COM	776696106
—	TEAM HEALTH HOLDINGS INC	713,364	$35.63M	0.1%	$43.11	—	COM	87817A107
WY	WEYERHAEUSER CO	1,041,820	$34.47M	0.1%	$18.61	+3.6%	COM	962166104
TXN	TEXAS INSTRS INC	716,649	$34.25M	0.1%	$31.85	+6.8%	COM	882508104
TAL	TAL ED GROUP	1,238,079	$34.05M	0.1%	$11.52	—	ADS REPSTG COM	874080104
—	MARATHON OIL CORP	846,216	$33.78M	0.1%	$34.72	—	COM	565849106
ILMN	ILLUMINA INC	188,986	$33.74M	0.1%	$65.99	+126.1%	COM	452327109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,576,810	$33.73M	0.1%	$21.39	—	SPONSORED ADR	874039100
PRGO	PERRIGO CO PLC	230,156	$33.55M	0.1%	$153.81	-7.9%	SHS	G97822103
CSX	CSX CORP	1,070,174	$32.97M	0.1%	$7.67	+5.6%	COM	126408103
RHP	RYMAN HOSPITALITY PPTYS INC	674,304	$32.47M	0.1%	$41.85	—	COM	78377T107
—	VARIAN MED SYS INC	389,185	$32.36M	0.1%	$67.45	—	COM	92220P105
DOX	AMDOCS LTD	691,170	$32.02M	0.1%	$28.95	+32.0%	SHS	G02602103
BIIB	BIOGEN IDEC INC	100,761	$31.77M	0.1%	$266.37	+13.0%	COM	09062X103
CRTO	CRITEO S A	939,681	$31.73M	0.1%	$35.70	—	SPONS ADS	226718104
—	51JOB INC	479,146	$31.6M	0.1%	$67.98	—	SP ADR REP COM	316827104
SLB	SCHLUMBERGER LTD	266,617	$31.45M	0.1%	$73.19	+2.3%	COM	806857108
—	ISOFTSTONE HLDGS LTD	5,752,325	$31.41M	0.1%	$5.16	—	SPONSORED ADS	46489B108
MLM	MARTIN MARIETTA MATLS INC	233,400	$30.82M	0.1%	$94.21	+21.2%	COM	573284106
—	SOLARWINDS INC	796,460	$30.79M	0.1%	$40.29	—	COM	83416B109
FFIV	F5 NETWORKS INC	275,440	$30.7M	0.1%	$79.11	+36.1%	COM	315616102
CMG	CHIPOTLE MEXICAN GRILL INC	51,489	$30.51M	0.1%	$7.40	+46.4%	COM	169656105
—	STILLWATER MNG CO	1,730,898	$30.38M	0.1%	$15.94	—	COM	86074Q102
DSGX	DESCARTES SYS GROUP INC	2,104,173	$30.17M	0.1%	$13.71	-1.0%	COM	249906108
EMN	EASTMAN CHEM CO	343,992	$30.05M	0.1%	$53.06	+14.2%	COM	277432100
—	FIRST CASH FINL SVCS INC	521,330	$30.02M	0.1%	$49.57	—	COM	31942D107
—	KELLOGG CO	455,303	$29.91M	0.1%	$38.53	+8.4%	COM	487836108
ALLY	ALLY FINL INC	1,230,500	$29.42M	0.1%	$18.86	0.0%	COM	02005N100
BK	BANK NEW YORK MELLON CORP	784,174	$29.39M	0.1%	$21.68	+20.3%	COM	064058100
IBN	ICICI BK LTD	586,586	$29.27M	0.1%	$49.90	—	ADR	45104G104
—	ENVISION HEALTHCARE HLDGS IN	805,676	$28.93M	0.1%	$35.91	—	COM	29413U103
—	FIDELITY NATIONAL FINANCIAL	881,889	$28.89M	0.1%	$32.22	—	CL A	31620R105
MRK	MERCK & CO INC NEW	498,981	$28.87M	0.1%	$30.21	+25.6%	COM	58933Y105
CIG	COMPANHIA ENERGETICA DE MINA	3,587,514	$28.66M	0.1%	$8.42	—	SP ADR N-V PFD	204409601
—	NORD ANGLIA EDUCATION INC	1,555,552	$28.47M	0.1%	$18.30	—	SHS	G6583A102
—	MCGRAW HILL FINL INC	339,054	$28.15M	0.1%	$54.53	—	COM	580645109
—	NOBLE CORP PLC	825,551	$27.7M	0.1%	$36.60	—	SHS USD	G65431101
POST	POST HLDGS INC	544,059	$27.7M	0.1%	$33.45	0.0%	COM	737446104
HOG	HARLEY DAVIDSON INC	395,440	$27.62M	0.1%	$54.76	+28.6%	COM	412822108
BJRI	BJS RESTAURANTS INC	780,882	$27.26M	0.1%	$30.65	+1.1%	COM	09180C106
GLW	CORNING INC	1,237,114	$27.16M	0.1%	$11.46	+36.7%	COM	219350105
—	QIHOO 360 TECHNOLOGY CO LTD	293,330	$27M	0.1%	$65.13	—	ADS	74734M109
UHS	UNIVERSAL HLTH SVCS INC	281,412	$26.95M	0.1%	$76.59	+7.5%	CL B	913903100
AAL	AMERICAN AIRLS GROUP INC	611,000	$26.25M	0.1%	$23.65	+55.5%	COM	02376R102
—	SANDISK CORP	250,090	$26.12M	0.1%	$60.99	—	COM	80004C101
—	TYCO INTERNATIONAL LTD	572,101	$26.09M	0.1%	$33.52	—	SHS	H89128104
TEVA	TEVA PHARMACEUTICAL INDS LTD	497,361	$26.07M	0.1%	$39.54	—	ADR	881624209
MU	MICRON TECHNOLOGY INC	790,887	$26.06M	0.1%	$10.81	+146.0%	COM	595112103
—	SIRONA DENTAL SYSTEMS INC	315,000	$25.98M	0.1%	$69.30	—	COM	82966C103
WFC	WELLS FARGO & CO NEW	486,795	$25.59M	0.1%	$31.89	+13.9%	COM	949746101
HP	HELMERICH & PAYNE INC	217,964	$25.31M	0.1%	$71.95	+52.2%	COM	423452101
FLO	FLOWERS FOODS INC	1,179,058	$24.86M	0.1%	$14.04	-4.6%	COM	343498101
PM	PHILIP MORRIS INTL INC	294,468	$24.83M	0.1%	$49.50	-2.6%	COM	718172109
PRU	PRUDENTIAL FINL INC	278,654	$24.74M	0.1%	$40.74	+26.1%	COM	744320102
IMO	IMPERIAL OIL LTD	464,097	$24.46M	0.1%	$30.07	+27.4%	COM NEW	453038408
—	ROCKET FUEL INC	786,287	$24.45M	0.1%	$33.31	—	COM	773111109
SFUN 2 12/15/18 REGS	SOUFUN HLDGS LTD	26,863,000	$24.33M	0.1%	$0.91	—	DEBT 2.000%12/1	G8273WAA3
—	SBA COMMUNICATIONS CORP	236,356	$24.18M	0.1%	$76.19	—	COM	78388J106
AZN	ASTRAZENECA PLC	321,071	$23.86M	0.1%	$53.68	—	SPONSORED ADR	046353108
PTEN	PATTERSON UTI ENERGY INC	678,835	$23.72M	0.1%	$29.56	+11.1%	COM	703481101
—	GENERAL GROWTH PPTYS INC NEW	1,003,810	$23.65M	0.1%	$20.92	—	COM	370023103
BIDU	BAIDU INC	126,386	$23.61M	0.1%	$111.17	—	SPON ADR REP A	056752108
—	CHESAPEAKE ENERGY CORP	753,304	$23.41M	0.1%	$26.79	—	COM	165167107
HSIC	SCHEIN HENRY INC	196,588	$23.33M	0.1%	$36.66	+24.8%	COM	806407102
WDC	WESTERN DIGITAL CORP	252,000	$23.26M	0.1%	$37.41	+48.1%	COM	958102105
HRB	BLOCK H & R INC	688,299	$23.07M	0.1%	$19.51	0.0%	COM	093671105
ZBH	ZIMMER HLDGS INC	222,000	$23.06M	0.1%	$71.43	+24.1%	COM	98956P102
T	AT&T INC	649,403	$22.96M	0.1%	$11.39	+3.4%	COM	00206R102
—	RED HAT INC	413,565	$22.86M	0.1%	$53.12	—	COM	756577102
MAC	MACERICH CO	336,231	$22.44M	0.1%	$58.76	—	COM	554382101
FMC	F M C CORP	314,333	$22.38M	0.1%	$47.83	+6.4%	COM NEW	302491303
—	CNINSURE INC	3,210,860	$22.03M	0.1%	$6.00	—	SPONSORED ADR	18976M103
CVX	CHEVRON CORP NEW	168,693	$22.02M	0.1%	$71.30	+6.5%	COM	166764100
TER	TERADYNE INC	1,122,680	$22M	0.1%	$17.73	-3.2%	COM	880770102
NKE	NIKE INC	282,755	$21.93M	0.1%	$27.31	+17.7%	CL B	654106103
HON	HONEYWELL INTL INC	235,498	$21.89M	0.1%	$55.16	+19.1%	COM	438516106
DECK	DECKERS OUTDOOR CORP	252,639	$21.81M	0.1%	$12.49	+6.4%	COM	243537107
—	MANTECH INTL CORP	736,834	$21.75M	0.1%	$29.06	—	CL A	564563104
TRIP	TRIPADVISOR INC	200,000	$21.73M	0.1%	$54.52	+50.0%	COM	896945201
PH	PARKER HANNIFIN CORP	169,549	$21.32M	0.1%	$90.60	+13.4%	COM	701094104
MAS	MASCO CORP	950,726	$21.11M	0.1%	$15.28	+3.9%	COM	574599106
—	VCA INC	600,109	$21.06M	0.1%	$28.84	—	COM	918194101
FISV	FISERV INC	347,944	$20.99M	0.1%	$25.81	+14.9%	COM	337738108
HST	HOST HOTELS & RESORTS INC	945,515	$20.81M	0.1%	$11.16	+20.6%	COM	44107P104
SWKS	SKYWORKS SOLUTIONS INC	442,000	$20.76M	0.1%	$21.03	+60.2%	COM	83088M102
—	ROWAN COMPANIES PLC	647,658	$20.68M	0.1%	$34.99	—	SHS CL A	G7665A101
FLR	FLUOR CORP NEW	267,974	$20.61M	0.1%	$67.87	0.0%	COM	343412102
VRSK	VERISK ANALYTICS INC	341,095	$20.47M	0.1%	$58.43	-2.2%	CL A	92345Y106
—	MICROS SYS INC	301,069	$20.44M	0.1%	$52.93	—	COM	594901100
MTZ	MASTEC INC	662,396	$20.41M	0.1%	$35.90	+5.0%	COM	576323109
—	GULFPORT ENERGY CORP	325,039	$20.41M	0.1%	$64.76	—	COM NEW	402635304
CIEN	CIENA CORP	924,705	$20.03M	0.1%	$23.14	-11.2%	COM NEW	171779309
UPS	UNITED PARCEL SERVICE INC	194,023	$19.92M	0.1%	$55.61	+19.7%	CL B	911312106
CPA	COPA HOLDINGS SA	139,516	$19.89M	0.1%	$87.82	+11.8%	CL A	P31076105
—	TECHNE CORP	213,358	$19.75M	0.1%	$87.02	—	COM	878377100
CAH	CARDINAL HEALTH INC	282,291	$19.35M	0.1%	$50.10	-0.9%	COM	14149Y108
TKR	TIMKEN CO	284,426	$19.3M	0.1%	$45.32	0.0%	COM	887389104
—	DEVRY ED GROUP INC	455,551	$19.29M	0.1%	$36.38	—	COM	251893103
—	COLFAX CORP	258,273	$19.25M	0.1%	$71.33	—	COM	194014106
—	VMWARE INC	198,841	$19.25M	0.1%	$96.00	—	CL A COM	928563402
—	COMPANHIA BRASILEIRA DE DIST	411,296	$19.05M	0.1%	$45.41	—	SPN ADR PFD CL A	20440T201
EME	EMCOR GROUP INC	427,713	$19.05M	0.1%	$37.06	+16.1%	COM	29084Q100
—	INTERPUBLIC GROUP COS INC	974,965	$19.02M	0.1%	$10.90	+10.4%	COM	460690100
—	ULTRA PETROLEUM CORP	640,325	$19.01M	0.1%	$22.23	—	COM	903914109
—	HOLLYSYS AUTOMATION TECHNOLO	775,000	$18.98M	0.1%	$22.69	—	SHS	G45667105
PLCE	CHILDRENS PL RETAIL STORES I	381,995	$18.96M	0.1%	$52.07	-6.8%	COM	168905107
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	1,172,704	$18.82M	0.1%	$17.04	-8.5%	COM	01988P108
EWY	ISHARES	288,500	$18.76M	0.1%	$54.45	—	MSCI STH KOR ETF	464286772
—	KNIGHT TRANSN INC	784,163	$18.64M	0.1%	$23.69	—	COM	499064103
BVN	COMPANIA DE MINAS BUENAVENTU	1,571,786	$18.56M	0.1%	$12.16	—	SPONSORED ADR	204448104
HUM	HUMANA INC	145,291	$18.56M	0.1%	$78.45	+37.6%	COM	444859102
—	XILINX INC	391,300	$18.51M	0.1%	$41.52	—	COM	983919101
BMY	BRISTOL MYERS SQUIBB CO	377,987	$18.34M	0.1%	$34.34	-2.4%	COM	110122108
—	HUBBELL INC	148,685	$18.31M	0.1%	$99.00	—	CL B	443510201
DE	DEERE & CO	202,000	$18.29M	0.1%	$69.61	+6.5%	COM	244199105
AMT	AMERICAN TOWER CORP NEW	203,280	$18.29M	0.1%	$60.85	+7.9%	COM	03027X100
—	CUBIST PHARMACEUTICALS INC	261,227	$18.24M	0.1%	$62.23	—	COM	229678107
—	NEWMONT MINING CORP	18,000,000	$18M	0.1%	$1.01	—	NOTE 1.250% 7/1	651639AH9
—	CBL & ASSOC PPTYS INC	934,089	$17.75M	0.1%	$18.18	—	COM	124830100
—	PLATINUM GROUP METALS LTD	14,889,924	$17.72M	0.1%	$0.90	—	COM NEW	72765Q205
BAX	BAXTER INTL INC	245,000	$17.71M	0.1%	$31.02	+5.4%	COM	071813109
ALB	ALBEMARLE CORP	245,239	$17.54M	0.1%	$57.64	+0.2%	COM	012653101
SUI	SUN CMNTYS INC	349,578	$17.42M	0.1%	$47.30	—	COM	866674104
—	STAPLES INC	1,598,242	$17.32M	0.1%	$15.28	—	COM	855030102
—	BROADCOM CORP	457,541	$16.98M	0.1%	$29.74	—	CL A	111320107
—	INGERSOLL-RAND PLC	270,000	$16.88M	0.1%	$55.52	—	SHS	G47791101
—	MOBILE TELESYSTEMS OJSC	848,342	$16.75M	0.1%	$19.90	—	SPONSORED ADR	607409109
—	ALEXION PHARMACEUTICALS INC	106,663	$16.67M	0.1%	$133.64	—	COM	015351109
HAIN	HAIN CELESTIAL GROUP INC	186,871	$16.58M	0.1%	$45.45	-2.0%	COM	405217100
WSM	WILLIAMS SONOMA INC	229,592	$16.48M	0.1%	$25.09	0.0%	COM	969904101
COF	CAPITAL ONE FINL CORP	198,234	$16.37M	0.1%	$49.54	+27.3%	COM	14040H105
—	TWITTER INC	396,656	$16.25M	0.1%	$42.41	—	COM	90184L102
—	RANDGOLD RES LTD	191,778	$16.22M	0.1%	$84.60	—	ADR	752344309
—	COOPER COS INC	118,772	$16.1M	0.1%	$122.32	—	COM NEW	216648402
TCBI	TEXAS CAPITAL BANCSHARES INC	297,210	$16.03M	0.1%	$56.08	0.0%	COM	88224Q107
JLL	JONES LANG LASALLE INC	125,000	$15.8M	0.1%	$115.94	+0.8%	COM	48020Q107
—	SL GREEN RLTY CORP	143,298	$15.68M	0.1%	$89.56	—	COM	78440X101
PNR	PENTAIR PLC	216,282	$15.6M	0.1%	$41.76	0.0%	SHS	G7S00T104
—	PEABODY ENERGY CORP	943,022	$15.42M	0.1%	$16.35	—	COM	704549104
—	LIFELOCK INC	1,103,651	$15.41M	0.1%	$16.32	—	COM	53224V100
DCI	DONALDSON INC	362,377	$15.34M	0.1%	$31.23	+10.0%	COM	257651109
DAL	DELTA AIR LINES INC DEL	395,613	$15.32M	0.1%	$23.86	+37.8%	COM NEW	247361702
—	TAUBMAN CTRS INC	200,089	$15.17M	0.1%	$64.24	—	COM	876664103
CVLT	COMMVAULT SYSTEMS INC	308,309	$15.16M	0.1%	$53.83	0.0%	COM	204166102
ESS	ESSEX PPTY TR INC	81,483	$15.07M	0.1%	$106.88	+14.0%	COM	297178105
—	FRESH MKT INC	448,363	$15.01M	0.1%	$33.58	—	COM	35804H106
—	APOLLO ED GROUP INC	479,976	$15M	0.1%	$29.35	—	CL A	037604105
TGT	TARGET CORP	254,688	$14.76M	0.1%	$47.09	-11.6%	COM	87612E106
—	PALL CORP	168,413	$14.38M	0.1%	$89.47	—	COM	696429307
—	GOLDCORP INC NEW	14,270,000	$14.28M	0.1%	$1.01	—	NOTE 2.000% 8/0	380956AB8
WERN	WERNER ENTERPRISES INC	538,149	$14.27M	0.1%	$25.91	0.0%	COM	950755108
—	DUPONT FABROS TECHNOLOGY INC	526,881	$14.21M	0.1%	$25.08	—	COM	26613Q106
SAIC	SCIENCE APPLICATNS INTL CP N	321,518	$14.2M	0.1%	$36.64	+7.8%	COM	808625107
—	OREXIGEN THERAPEUTICS INC	2,259,500	$13.96M	0.1%	$6.01	—	COM	686164104
VIPS	VIPSHOP HLDGS LTD	74,273	$13.94M	0.1%	$72.57	—	SPONSORED ADR	92763W103
ALL	ALLSTATE CORP	237,260	$13.93M	0.1%	$37.27	+20.4%	COM	020002101
—	JACOBS ENGR GROUP INC DEL	260,396	$13.87M	0.1%	$53.28	—	COM	469814107
—	BONANZA CREEK ENERGY INC	239,287	$13.69M	0.1%	$46.41	—	COM	097793103
DVA	DAVITA HEALTHCARE PARTNERS I	184,003	$13.31M	0.0%	$69.05	+0.7%	COM	23918K108
—	MOBILEIRON INC	1,397,624	$13.3M	0.0%	$9.52	—	COM NEW	60739U204
EPAM	EPAM SYS INC	302,232	$13.22M	0.0%	$37.81	0.0%	COM	29414B104
VLO	VALERO ENERGY CORP NEW	260,301	$13.04M	0.0%	$30.58	+16.0%	COM	91913Y100
RY	ROYAL BK CDA MONTREAL QUE	179,473	$12.83M	0.0%	$61.46	+10.3%	COM	780087102
ENB	ENBRIDGE INC	267,710	$12.7M	0.0%	$22.91	+9.8%	COM	29250N105
IRWD	IRONWOOD PHARMACEUTICALS INC	826,765	$12.67M	0.0%	$12.12	-10.3%	COM CL A	46333X108
SIG	SIGNET JEWELERS LIMITED	111,599	$12.32M	0.0%	$55.04	+53.4%	SHS	G81276100
VTR	VENTAS INC	191,332	$12.26M	0.0%	$43.04	+3.4%	COM	92276F100
—	VALEANT PHARMACEUTICALS INTL	95,655	$12.09M	0.0%	$97.12	—	COM	91911K102
—	MELLANOX TECHNOLOGIES LTD	344,822	$12.02M	0.0%	$41.98	—	SHS	M51363113
—	MERITOR INC	902,121	$11.76M	0.0%	$9.20	—	COM	59001K100
—	DDR CORP	659,663	$11.63M	0.0%	$15.94	—	COM	23317H102
—	BARRACUDA NETWORKS INC	373,578	$11.59M	0.0%	$36.24	—	COM	068323104
BAC	BANK OF AMERICA CORPORATION	748,920	$11.51M	0.0%	$11.47	+6.7%	COM	060505104
—	LEJU HLDGS LTD	1,082,446	$11.32M	0.0%	$10.46	—	SPONSORED ADS	50187J108
—	SUNPOWER CORP	270,333	$11.08M	0.0%	$30.14	—	COM	867652406
—	AMERICAN CAMPUS CMNTYS INC	284,668	$10.89M	0.0%	$34.48	—	COM	024835100
MCO	MOODYS CORP	121,974	$10.69M	0.0%	$56.14	+30.2%	COM	615369105
—	ARRIS GROUP INC NEW	321,279	$10.45M	0.0%	$21.84	—	COM	04270V106
EW	EDWARDS LIFESCIENCES CORP	120,202	$10.32M	0.0%	$13.56	0.0%	COM	28176E108
TDC	TERADATA CORP DEL	253,511	$10.19M	0.0%	$44.70	-2.3%	COM	88076W103
TJX	TJX COS INC NEW	190,973	$10.15M	0.0%	$25.29	-3.8%	COM	872540109
—	CHINA BIOLOGIC PRODS INC	225,808	$10.04M	0.0%	$44.47	—	COM	16938C106
—	HESS CORP	101,510	$10.04M	0.0%	$66.49	—	COM	42809H107
UAL	UNITED CONTL HLDGS INC	240,936	$9.895M	0.0%	$44.98	-4.2%	COM	910047109
HD	HOME DEPOT INC	120,182	$9.73M	0.0%	$56.33	+6.7%	COM	437076102
—	CREDIT SUISSE GROUP	339,446	$9.63M	0.0%	$27.81	—	SPONSORED ADR	225401108
—	VALIDUS HOLDINGS LTD	250,689	$9.586M	0.0%	$36.17	—	COM SHS	G9319H102
V	VISA INC	44,915	$9.464M	0.0%	$45.66	+5.5%	COM CL A	92826C839
MMS	MAXIMUS INC	218,735	$9.41M	0.0%	$43.77	-1.8%	COM	577933104
—	FINISAR CORP	476,050	$9.402M	0.0%	$26.51	—	COM NEW	31787A507
RF	REGIONS FINL CORP NEW	864,192	$9.178M	0.0%	$6.43	+9.3%	COM	7591EP100
—	NAVISTAR INTL CORP NEW	243,224	$9.116M	0.0%	$29.61	—	COM	63934E108
MET	METLIFE INC	163,409	$9.079M	0.0%	$25.95	+22.7%	COM	59156R108
NEE	NEXTERA ENERGY INC	88,563	$9.076M	0.0%	$14.73	+21.7%	COM	65339F101
—	ENDOLOGIX INC	592,792	$9.016M	0.0%	$13.59	—	COM	29266S106
—	UBIQUITI NETWORKS INC	198,336	$8.963M	0.0%	$45.92	—	COM	90347A100
—	CHINA DISTANCE ED HLDGS LTD	526,700	$8.827M	0.0%	$18.08	—	SPONS ADR	16944W104
—	CONTINENTAL RESOURCES INC	54,196	$8.565M	0.0%	$118.63	—	COM	212015101
—	BONA FILM GROUP LTD	1,331,804	$8.257M	0.0%	$4.89	—	SPONSORED ADS	09777B107
AMG	AFFILIATED MANAGERS GROUP	39,983	$8.213M	0.0%	$156.28	+19.8%	COM	008252108
—	CHEETAH MOBILE INC	382,280	$8.12M	0.0%	$21.24	—	ADR	163075104
MELI	MERCADOLIBRE INC	84,548	$8.066M	0.0%	$101.00	-14.7%	COM	58733R102
—	L BRANDS INC	137,320	$8.055M	0.0%	$51.39	—	COM	501797104
—	TIME INC NEW	329,476	$7.98M	0.0%	$24.22	—	COM	887228104
SKT	TANGER FACTORY OUTLET CTRS I	226,912	$7.935M	0.0%	$32.97	—	COM	875465106
MPVDF	MOUNTAIN PROV DIAMONDS INC	1,582,269	$7.577M	0.0%	$4.83	-5.6%	COM NEW	62426E402
—	HOME PROPERTIES INC	116,043	$7.422M	0.0%	$56.84	—	COM	437306103
EXAS	EXACT SCIENCES CORP	435,603	$7.418M	0.0%	$13.51	+1.9%	COM	30063P105
—	SK TELECOM LTD	283,214	$7.347M	0.0%	$20.69	—	SPONSORED ADR	78440P108
—	PARKWAY PPTYS INC	351,916	$7.267M	0.0%	$19.24	—	COM	70159Q104
—	KOSMOS ENERGY LTD	645,066	$7.244M	0.0%	$10.17	—	SHS	G5315B107
—	CBS CORP NEW	116,570	$7.244M	0.0%	$51.88	—	CL B	124857202
—	CROWN CASTLE INTL CORP	95,663	$7.104M	0.0%	$72.57	—	COM	228227104
LEA	LEAR CORP	79,123	$7.067M	0.0%	$46.85	+50.6%	COM NEW	521865204
—	KONGZHONG CORP	800,200	$6.946M	0.0%	$7.46	—	SPONSORED ADR	50047P104
TPC	TUTOR PERINI CORP	216,863	$6.883M	0.0%	$24.71	+22.7%	COM	901109108
—	CAMERON INTERNATIONAL CORP	101,227	$6.854M	0.0%	$60.62	—	COM	13342B105
MFC	MANULIFE FINL CORP	331,800	$6.559M	0.0%	$15.72	+20.2%	COM	56501R106
DB	DEUTSCHE BANK AG	186,393	$6.551M	0.0%	$32.97	-10.4%	NAMEN AKT	D18190898
MSCI	MSCI INC	139,789	$6.409M	0.0%	$38.46	-1.3%	COM	55354G100
SNPS	SYNOPSYS INC	163,125	$6.333M	0.0%	$36.59	+4.3%	COM	871607107
—	FLEETCOR TECHNOLOGIES INC	47,906	$6.314M	0.0%	$84.29	—	COM	339041105
EVARF	LOMBARD MED INC	868,728	$6.255M	0.0%	$8.13	0.0%	COM	G55598109
CMS	CMS ENERGY CORP	196,934	$6.134M	0.0%	$18.61	+12.7%	COM	125896100
MRSH	MARSH & MCLENNAN COS INC	115,949	$6.008M	0.0%	$31.33	+29.3%	COM	571748102
TD	TORONTO DOMINION BK ONT	115,981	$5.971M	0.0%	$43.24	+12.2%	COM NEW	891160509
—	WASTE CONNECTIONS INC	122,838	$5.964M	0.0%	$48.55	—	COM	941053100
FTNT	FORTINET INC	233,834	$5.876M	0.0%	$4.41	+1.6%	COM	34959E109
—	SEMGROUP CORP	74,468	$5.872M	0.0%	$59.49	—	CL A	81663A105
MMYT	MAKEMYTRIP LIMITED MAURITIUS	167,000	$5.867M	0.0%	$16.13	+57.6%	SHS	V5633W109
—	AIRMEDIA GROUP INC	2,553,200	$5.821M	0.0%	$1.83	—	SPONSORED ADR	009411109
ATO	ATMOS ENERGY CORP	108,576	$5.798M	0.0%	$31.13	+22.2%	COM	049560105
—	PERFECT WORLD CO LTD	294,918	$5.789M	0.0%	$17.42	—	SPON ADR REP B	71372U104
—	UNITED TECHNOLOGIES CORP	47,598	$5.495M	0.0%	$110.31	—	COM	913017109
QCOM	QUALCOMM INC	69,130	$5.475M	0.0%	$50.36	+13.8%	COM	747525103
—	TIBCO SOFTWARE INC	269,442	$5.435M	0.0%	$22.24	—	COM	88632Q103
SGMO	SANGAMO BIOSCIENCES INC	352,335	$5.38M	0.0%	$18.63	-22.8%	COM	800677106
TMO	THERMO FISHER SCIENTIFIC INC	45,542	$5.374M	0.0%	$105.45	+7.6%	COM	883556102
SVA	SINOVAC BIOTECH LTD	949,300	$5.354M	0.0%	$3.72	+63.2%	SHS	P8696W104
—	HCP INC	128,216	$5.306M	0.0%	$40.90	—	COM	40414L109
XPO	XPO LOGISTICS INC	184,797	$5.289M	0.0%	$9.14	0.0%	COM	983793100
OLED	UNIVERSAL DISPLAY CORP	162,648	$5.221M	0.0%	$28.34	-6.7%	COM	91347P105
VOYA	VOYA FINL INC	139,636	$5.074M	0.0%	$31.98	0.0%	COM	929089100
—	TESLA MTRS INC	5,000,000	$4.865M	0.0%	$0.91	—	NOTE 1.250% 3/0	88160RAC5
FDX	FEDEX CORP	31,563	$4.778M	0.0%	$84.81	+39.7%	COM	31428X106
—	PRICELINE GRP INC	3,891	$4.681M	0.0%	$959.27	—	COM NEW	741503403
YPF	YPF SOCIEDAD ANONIMA	142,755	$4.665M	0.0%	$32.68	—	SPON ADR CL D	984245100
—	ENERGEN CORP	52,351	$4.653M	0.0%	$76.39	—	COM	29265N108
BCS	BARCLAYS PLC	318,211	$4.649M	0.0%	$15.31	—	ADR	06738E204
—	AVANIR PHARMACEUTICALS INC	815,855	$4.601M	0.0%	$5.64	—	CL A NEW	05348P401
MHK	MOHAWK INDS INC	33,246	$4.599M	0.0%	$138.67	-2.5%	COM	608190104
—	ADTRAN INC	200,028	$4.513M	0.0%	$24.49	—	COM	00738A106
DLR	DIGITAL RLTY TR INC	77,013	$4.491M	0.0%	$33.38	+8.5%	COM	253868103
PBR/A	PETROLEO BRASILEIRO SA PETRO	271,552	$4.247M	0.0%	$15.64	—	SP ADR NON VTG	71654V101
PNC	PNC FINL SVCS GROUP INC	46,950	$4.181M	0.0%	$52.36	+14.1%	COM	693475105
—	QLIK TECHNOLOGIES INC	183,119	$4.142M	0.0%	$24.64	—	COM	74733T105
WCC	WESCO INTL INC	47,450	$4.099M	0.0%	$80.35	+5.6%	COM	95082P105
WT	WISDOMTREE INVTS INC	328,070	$4.055M	0.0%	$11.31	0.0%	COM	97717P104
EOG	EOG RES INC	33,860	$3.957M	0.0%	$46.52	+64.8%	COM	26875P101
LKQ	LKQ CORP	148,057	$3.952M	0.0%	$25.10	-1.2%	COM	501889208
—	GNC HLDGS INC	112,916	$3.85M	0.0%	$44.05	—	COM CL A	36191G107
DQ	DAQO NEW ENERGY CORP	117,900	$3.77M	0.0%	$41.05	—	SPNSRD ADR NEW	23703Q203
—	KOFAX LTD	435,975	$3.727M	0.0%	$6.75	—	COM USD	G5307C105
—	YY INC	48,600	$3.669M	0.0%	$75.49	—	ADS REPCOM CLA	98426T106
—	INFORMATICA CORP	101,588	$3.622M	0.0%	$35.65	—	COM	45666Q102
—	BUNGE LIMITED	47,689	$3.607M	0.0%	$76.63	—	COM	G16962105
—	SFX ENTMT INC	439,500	$3.56M	0.0%	$8.10	—	COM	784178303
—	BROADSOFT INC	130,996	$3.457M	0.0%	$27.19	—	COM	11133B409
—	JUMEI INTL HLDG LTD	124,882	$3.397M	0.0%	$27.20	—	SPONSORED ADR	48138L107
—	SCORPIO TANKERS INC	328,603	$3.342M	0.0%	$9.02	—	SHS	Y7542C106
—	IMPERVA INC	123,526	$3.234M	0.0%	$26.18	—	COM	45321L100
CL	COLGATE PALMOLIVE CO	44,957	$3.065M	0.0%	$44.66	+14.7%	COM	194162103
STT	STATE STR CORP	45,395	$3.053M	0.0%	$45.41	+5.4%	COM	857477103
EWW	ISHARES	43,430	$2.945M	0.0%	$63.95	—	MSCI MEX CAP ETF	464286822
—	RACKSPACE HOSTING INC	85,871	$2.89M	0.0%	$38.77	—	COM	750086100
PSX	PHILLIPS 66	35,621	$2.865M	0.0%	$43.41	+24.8%	COM	718546104
EZA	ISHARES	40,677	$2.806M	0.0%	$58.48	—	MSCI STH AFR ETF	464286780
SBUX	STARBUCKS CORP	35,616	$2.756M	0.0%	$29.73	-2.9%	COM	855244109
—	VITAMIN SHOPPE INC	63,761	$2.743M	0.0%	$46.20	—	COM	92849E101
ATRO	ASTRONICS CORP	48,274	$2.725M	0.0%	$30.27	0.0%	COM	046433108
GGAL	GRUPO FINANCIERO GALICIA S A	184,424	$2.702M	0.0%	$14.65	—	SP ADR 10 SH B	399909100
MTB	M & T BK CORP	21,465	$2.663M	0.0%	$83.18	+6.2%	COM	55261F104
—	ASHLAND INC NEW	24,317	$2.644M	0.0%	$91.44	—	COM	044209104
PRIM	PRIMORIS SVCS CORP	90,611	$2.613M	0.0%	$28.92	0.0%	COM	74164F103
—	CIMAREX ENERGY CO	17,513	$2.512M	0.0%	$143.44	—	COM	171798101
CMI	CUMMINS INC	16,211	$2.501M	0.0%	$84.08	+31.7%	COM	231021106
—	MEDIVATION INC	31,022	$2.391M	0.0%	$64.37	—	COM	58501N101
ROST	ROSS STORES INC	35,985	$2.38M	0.0%	$30.20	+1.3%	COM	778296103
—	WASHINGTON PRIME GROUP INC	126,276	$2.366M	0.0%	$18.74	—	COM	939647103
—	TESORO CORP	39,428	$2.313M	0.0%	$58.66	—	COM	881609101
—	INTREPID POTASH INC	135,735	$2.275M	0.0%	$15.84	—	COM	46121Y102
OII	OCEANEERING INTL INC	27,862	$2.177M	0.0%	$71.61	+2.4%	COM	675232102
PBR	PETROLEO BRASILEIRO SA PETRO	145,005	$2.121M	0.0%	$14.63	—	SPONSORED ADR	71654V408
MMM	3M CO	14,771	$2.116M	0.0%	$63.31	+28.0%	COM	88579Y101
—	YOU ON DEMAND HLDGS INC	722,172	$1.943M	0.0%	$1.81	—	COM NEW	98741R207
LVS	LAS VEGAS SANDS CORP	24,600	$1.875M	0.0%	$51.08	+6.2%	COM	517834107
—	GOLDCORP INC NEW	65,092	$1.817M	0.0%	$24.85	—	COM	380956409
—	SILVER WHEATON CORP	66,348	$1.743M	0.0%	$26.27	—	COM	828336107
—	TIME WARNER CABLE INC	11,197	$1.649M	0.0%	$112.48	—	COM	88732J207
COST	COSTCO WHSL CORP NEW	13,940	$1.605M	0.0%	$91.53	+0.3%	COM	22160K105
ABT	ABBOTT LABS	38,611	$1.579M	0.0%	$29.57	+6.5%	COM	002824100
—	500 COM LTD	41,800	$1.547M	0.0%	$37.01	—	SPON ADR REP A	33829R100
MLCO	MELCO CROWN ENTMT LTD	42,900	$1.532M	0.0%	$35.94	—	ADR	585464100
LOGI	LOGITECH INTL S A	108,909	$1.418M	0.0%	$8.53	+24.6%	SHS	H50430232
FCX	FREEPORT-MCMORAN COPPER & GO	35,850	$1.309M	0.0%	$28.67	+3.1%	COM	35671D857
—	RYANAIR HLDGS PLC	21,700	$1.211M	0.0%	$49.96	—	SPONSORED ADR	783513104
RGLD	ROYAL GOLD INC	15,333	$1.167M	0.0%	$48.42	+36.5%	COM	780287108
—	ENSCO PLC	20,382	$1.133M	0.0%	$56.99	—	SHS CLASS A	G3157S106
—	COBALT INTL ENERGY INC	58,520	$1.074M	0.0%	$23.22	—	COM	19075F106
FNV	FRANCO NEVADA CORP	18,569	$1.066M	0.0%	$36.93	+15.6%	COM	351858105
RS	RELIANCE STEEL & ALUMINUM CO	13,478	$993K	0.0%	$72.96	-1.5%	COM	759509102
—	DERMA SCIENCES INC	69,412	$802K	0.0%	$11.55	—	COM PAR $.01	249827502
BMA	BANCO MACRO SA	22,000	$793K	0.0%	$36.05	—	SPON ADR B	05961W105
SYY	SYSCO CORP	18,460	$691K	0.0%	$25.58	+5.2%	COM	871829107
—	TRINSEO S A	30,900	$643K	0.0%	$20.81	—	SHS	L9340P101
FIS	FIDELITY NATL INFORMATION SV	7,068	$387K	0.0%	$39.91	+10.1%	COM	31620M106
—	LUXOFT HLDG INC	8,400	$303K	0.0%	$36.40	—	ORD SHS CL A	G57279104
—	COACH INC	8,300	$284K	0.0%	$57.11	—	COM	189754104
—	TURQUOISE HILL RES LTD	73,050	$244K	0.0%	$3.35	—	COM	900435108