Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	16,824,203	$780M	3.0%	$27.85	+35.2%	COM	594918104
C	CITIGROUP INC	11,054,352	$573M	2.2%	$36.28	+3.1%	COM NEW	172967424
—	UBS AG	30,083,424	$523M	2.0%	$16.98	—	SHS NEW	H89231338
AMGN	AMGEN INC	3,195,585	$449M	1.7%	$77.34	+22.2%	COM	031162100
CMCSA	COMCAST CORP NEW	7,908,349	$425M	1.6%	$17.33	+22.2%	CL A	20030N101
CVS	CVS HEALTH CORP	5,318,408	$423M	1.6%	$44.25	+29.9%	COM	126650100
ORCL	ORACLE CORP	10,447,213	$400M	1.5%	$28.73	+19.1%	COM	68389X105
JNJ	JOHNSON & JOHNSON	3,740,136	$399M	1.5%	$64.64	+16.9%	COM	478160104
—	EXPRESS SCRIPTS HLDG CO	5,414,360	$382M	1.5%	$66.32	—	COM	30219G108
CSCO	CISCO SYS INC	15,094,202	$380M	1.5%	$15.75	+12.4%	COM	17275R102
USB	US BANCORP DEL	9,057,031	$379M	1.5%	$24.06	+18.1%	COM NEW	902973304
JPM	JPMORGAN CHASE & CO	6,187,709	$373M	1.4%	$40.36	+6.9%	COM	46625H100
MS	MORGAN STANLEY	9,964,669	$344M	1.3%	$19.44	+26.7%	COM NEW	617446448
NTES	NETEASE INC	3,934,285	$337M	1.3%	$75.95	—	SPONSORED ADR	64110W102
—	ANADARKO PETE CORP	3,269,796	$332M	1.3%	$86.17	—	COM	032511107
EA	ELECTRONIC ARTS INC	9,149,044	$326M	1.2%	$22.60	+56.8%	COM	285512109
—	NEW ORIENTAL ED & TECH GRP I	13,738,270	$319M	1.2%	$23.37	—	SPON ADR	647581107
AAPL	APPLE INC	2,863,869	$289M	1.1%	$18.14	+19.2%	COM	037833100
SU	SUNCOR ENERGY INC NEW	7,879,664	$285M	1.1%	$20.88	+29.0%	COM	867224107
—	GOOGLE INC	457,741	$269M	1.0%	$836.34	—	CL A	38259P508
GILD	GILEAD SCIENCES INC	2,461,395	$262M	1.0%	$42.94	+58.4%	COM	375558103
—	CIGNA CORPORATION	2,829,207	$257M	1.0%	$78.51	—	COM	125509109
CME	CME GROUP INC	3,053,561	$244M	0.9%	$45.11	+6.2%	COM	12572Q105
VZ	VERIZON COMMUNICATIONS INC	4,672,886	$234M	0.9%	$27.27	+1.9%	COM	92343V104
—	ACE LTD	2,196,494	$230M	0.9%	$95.21	—	SHS	H0023R105
—	HEWLETT PACKARD CO	6,079,827	$216M	0.8%	$32.12	—	COM	428236103
—	WUXI PHARMATECH CAYMAN INC	5,931,308	$208M	0.8%	$25.89	—	SPONS ADR SHS	929352102
—	ALTERA CORP	5,796,802	$207M	0.8%	$35.63	—	COM	021441100
ABBV	ABBVIE INC	3,511,825	$203M	0.8%	$30.62	+14.9%	COM	00287Y109
—	TIME WARNER INC	2,532,711	$190M	0.7%	$61.83	—	COM NEW	887317303
TAP	MOLSON COORS BREWING CO	2,553,288	$190M	0.7%	$38.51	+43.8%	CL B	60871R209
BABA	ALIBABA GROUP HLDG LTD	2,094,860	$186M	0.7%	$88.85	—	SPONSORED ADS	01609W102
—	ACTIVISION BLIZZARD INC	8,945,842	$186M	0.7%	$14.60	—	COM	00507V109
BAP	CREDICORP LTD	1,180,658	$181M	0.7%	$97.43	+19.6%	COM	G2519Y108
GD	GENERAL DYNAMICS CORP	1,399,664	$178M	0.7%	$83.27	+14.2%	COM	369550108
CAT	CATERPILLAR INC DEL	1,795,489	$178M	0.7%	$71.03	+11.6%	COM	149123101
—	MYLAN INC	3,899,120	$177M	0.7%	$40.76	—	COM	628530107
—	CITRIX SYS INC	2,482,072	$177M	0.7%	$58.54	—	COM	177376100
—	WELLPOINT INC	1,475,464	$176M	0.7%	$119.62	—	COM	94973V107
—	E M C CORP MASS	5,999,399	$176M	0.7%	$27.46	—	COM	268648102
NVDA	NVIDIA CORP	9,165,223	$169M	0.6%	$0.34	+33.9%	COM	67066G104
—	MEAD JOHNSON NUTRITION CO	1,659,971	$160M	0.6%	$86.39	—	COM	582839106
DIS	DISNEY WALT CO	1,784,914	$159M	0.6%	$59.66	+32.9%	COM DISNEY	254687106
CAG	CONAGRA FOODS INC	4,712,109	$156M	0.6%	$16.48	+1.5%	COM	205887102
HDB	HDFC BANK LTD	3,312,718	$154M	0.6%	$43.72	—	ADR REPS 3 SHS	40415F101
—	NIELSEN N V	3,479,833	$154M	0.6%	$37.16	—	COM	N63218106
—	TATA MTRS LTD	3,523,905	$154M	0.6%	$34.42	—	SPONSORED ADR	876568502
PG	PROCTER & GAMBLE CO	1,820,027	$152M	0.6%	$58.03	+2.9%	COM	742718109
—	SYMANTEC CORP	6,423,751	$151M	0.6%	$21.96	—	COM	871503108
—	BITAUTO HLDGS LTD	1,911,704	$149M	0.6%	$14.14	—	SPONSORED ADS	091727107
NVR	NVR INC	125,520	$142M	0.5%	$936.19	+22.3%	COM	62944T105
—	BARD C R INC	968,029	$138M	0.5%	$142.96	—	COM	067383109
LLY	LILLY ELI & CO	2,125,743	$138M	0.5%	$49.15	+4.5%	COM	532457108
—	NUANCE COMMUNICATIONS INC	8,918,449	$137M	0.5%	$17.53	—	COM	67020Y100
KMB	KIMBERLY CLARK CORP	1,257,392	$135M	0.5%	$65.64	+7.9%	COM	494368103
HCA	HCA HOLDINGS INC	1,886,663	$133M	0.5%	$45.73	+34.3%	COM	40412C101
CHKP	CHECK POINT SOFTWARE TECH LT	1,909,757	$132M	0.5%	$53.01	+28.4%	ORD	M22465104
BBY	BEST BUY INC	3,932,446	$132M	0.5%	$20.81	0.0%	COM	086516101
EBAY	EBAY INC	2,325,653	$132M	0.5%	$20.21	-2.1%	COM	278642103
ETN	EATON CORP PLC	2,066,944	$131M	0.5%	$55.00	-1.6%	SHS	G29183103
ITUB	ITAU UNIBANCO HLDG SA	9,048,743	$126M	0.5%	$13.11	—	SPON ADR REP PFD	465562106
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	2,777,670	$124M	0.5%	$40.74	+2.4%	CL A	192446102
DGX	QUEST DIAGNOSTICS INC	1,926,341	$117M	0.4%	$49.06	0.0%	COM	74834L100
—	MALLINCKRODT PUB LTD CO	1,291,389	$116M	0.4%	$90.15	—	SHS	G5785G107
—	MEDTRONIC INC	1,855,915	$115M	0.4%	$54.18	—	COM	585055106
HAL	HALLIBURTON CO	1,778,435	$115M	0.4%	$35.68	+54.7%	COM	406216101
IBN	ICICI BK LTD	2,289,747	$112M	0.4%	$49.31	—	ADR	45104G104
COST	COSTCO WHSL CORP NEW	874,346	$110M	0.4%	$97.04	+0.1%	COM	22160K105
TMUS	T-MOBILE US INC	3,761,183	$109M	0.4%	$30.48	-2.5%	COM	872590104
ICE	INTERCONTINENTAL EXCHANGE IN	549,934	$107M	0.4%	$35.38	-6.3%	COM	45866F104
AIG	AMERICAN INTL GROUP INC	1,957,447	$106M	0.4%	$34.52	+21.1%	COM NEW	026874784
NSC	NORFOLK SOUTHERN CORP	945,711	$106M	0.4%	$59.42	+39.0%	COM	655844108
VNET	21VIANET GROUP INC	5,824,197	$105M	0.4%	$15.87	—	SPONSORED ADR	90138A103
NDAQ	NASDAQ OMX GROUP INC	2,447,665	$104M	0.4%	$10.04	+16.3%	COM	631103108
EXP	EAGLE MATERIALS INC	1,009,489	$103M	0.4%	$73.93	+24.2%	COM	26969P108
OMC	OMNICOM GROUP INC	1,486,998	$102M	0.4%	$43.96	+11.1%	COM	681919106
ABEV	AMBEV SA	15,553,224	$102M	0.4%	$7.35	—	SPONSORED ADR	02319V103
—	COCA COLA ENTERPRISES INC NE	2,289,104	$102M	0.4%	$41.30	—	COM	19122T109
RCL	ROYAL CARIBBEAN CRUISES LTD	1,508,582	$102M	0.4%	$37.74	+42.9%	COM	V7780T103
AMZN	AMAZON COM INC	309,162	$99.69M	0.4%	$13.92	+19.5%	COM	023135106
CNC	CENTENE CORP DEL	1,179,992	$97.6M	0.4%	$13.74	+40.3%	COM	15135B101
DG	DOLLAR GEN CORP NEW	1,537,285	$93.94M	0.4%	$47.07	+10.6%	COM	256677105
—	DUN & BRADSTREET CORP DEL NE	784,450	$92.15M	0.4%	$117.47	—	COM	26483E100
RDY	DR REDDYS LABS LTD	1,731,260	$90.98M	0.3%	$40.43	—	ADR	256135203
—	SOUTHWESTERN ENERGY CO	2,573,447	$89.94M	0.3%	$45.95	—	COM	845467109
PEP	PEPSICO INC	950,877	$88.52M	0.3%	$56.93	+14.0%	COM	713448108
—	PRAXAIR INC	685,664	$88.45M	0.3%	$128.39	—	COM	74005P104
OXY	OCCIDENTAL PETE CORP DEL	915,237	$88M	0.3%	$59.66	+14.0%	COM	674599105
—	REYNOLDS AMERICAN INC	1,445,145	$85.26M	0.3%	$52.69	—	COM	761713106
GM	GENERAL MTRS CO	2,604,302	$83.18M	0.3%	$28.11	-5.7%	COM	37045V100
—	ALLERGAN INC	455,975	$81.25M	0.3%	$93.57	—	COM	018490102
MDLZ	MONDELEZ INTL INC	2,355,504	$80.71M	0.3%	$25.25	+12.1%	CL A	609207105
FMX	FOMENTO ECONOMICO MEXICANO S	866,755	$79.78M	0.3%	$103.19	—	SPON ADR UNITS	344419106
—	LAM RESEARCH CORP	1,065,424	$79.59M	0.3%	$55.73	—	COM	512807108
HBAN	HUNTINGTON BANCSHARES INC	8,072,620	$78.55M	0.3%	$5.21	+20.8%	COM	446150104
—	ROWAN COMPANIES PLC	3,084,234	$78.06M	0.3%	$27.34	—	SHS CL A	G7665A101
—	GENERAL ELECTRIC CO	2,950,139	$75.58M	0.3%	$23.43	—	COM	369604103
—	DR PEPPER SNAPPLE GROUP INC	1,165,985	$74.98M	0.3%	$48.07	—	COM	26138E109
—	AETNA INC NEW	925,000	$74.92M	0.3%	$64.31	—	COM	00817Y108
—	TWENTY FIRST CENTY FOX INC	2,243,962	$74.75M	0.3%	$33.00	—	CL B	90130A200
—	ACTAVIS PLC	304,424	$73.45M	0.3%	$184.35	—	SHS	G0083B108
LOW	LOWES COS INC	1,365,000	$72.24M	0.3%	$34.38	+19.8%	COM	548661107
—	MINDRAY MEDICAL INTL LTD	2,388,200	$72.03M	0.3%	$36.64	—	SPON ADR	602675100
KO	COCA COLA CO	1,651,068	$70.44M	0.3%	$27.84	+3.6%	COM	191216100
—	VIACOM INC NEW	856,578	$65.91M	0.3%	$70.52	—	CL B	92553P201
AEE	AMEREN CORP	1,681,109	$64.44M	0.2%	$26.73	+2.9%	COM	023608102
XOM	EXXON MOBIL CORP	683,428	$64.28M	0.2%	$54.12	+13.6%	COM	30231G102
MCD	MCDONALDS CORP	664,975	$63.05M	0.2%	$70.45	+1.1%	COM	580135101
MPC	MARATHON PETE CORP	740,997	$62.74M	0.2%	$28.81	+4.3%	COM	56585A102
—	JOHNSON CTLS INC	1,415,378	$62.28M	0.2%	$46.58	—	COM	478366107
GRFS	GRIFOLS S A	1,763,510	$61.95M	0.2%	$31.37	—	SP ADR REP B NVT	398438408
DB	DEUTSCHE BANK AG	1,757,069	$61.35M	0.2%	$26.80	-2.7%	NAMEN AKT	D18190898
UNP	UNION PAC CORP	557,460	$60.44M	0.2%	$63.40	+26.7%	COM	907818108
—	BB&T CORP	1,596,861	$59.42M	0.2%	$35.94	—	COM	054937107
RARE	ULTRAGENYX PHARMACEUTICAL IN	1,034,028	$58.53M	0.2%	$50.32	0.0%	COM	90400D108
—	CHINA LODGING GROUP LTD	2,264,281	$58.35M	0.2%	$18.18	—	SPONSORED ADR	16949N109
TRIP	TRIPADVISOR INC	636,245	$58.17M	0.2%	$77.51	+13.6%	COM	896945201
—	HESS CORP	604,896	$57.05M	0.2%	$89.65	—	COM	42809H107
TXT	TEXTRON INC	1,577,376	$56.77M	0.2%	$32.34	+14.2%	COM	883203101
CBRE	CBRE GROUP INC	1,908,120	$56.75M	0.2%	$29.34	+7.1%	CL A	12504L109
—	RIVERBED TECHNOLOGY INC	3,050,075	$56.56M	0.2%	$16.37	—	COM	768573107
MO	ALTRIA GROUP INC	1,218,152	$55.96M	0.2%	$16.37	+26.3%	COM	02209S103
HOG	HARLEY DAVIDSON INC	939,289	$54.67M	0.2%	$60.08	+6.4%	COM	412822108
TV	GRUPO TELEVISA SA	1,537,104	$52.08M	0.2%	$33.94	—	SPON ADR REP ORD	40049J206
—	BAKER HUGHES INC	796,915	$51.85M	0.2%	$73.70	—	COM	057224107
SPG	SIMON PPTY GROUP INC NEW	314,843	$51.77M	0.2%	$84.64	+14.4%	COM	828806109
UNH	UNITEDHEALTH GROUP INC	589,111	$50.81M	0.2%	$59.97	+17.3%	COM	91324P102
BIDU	BAIDU INC	232,193	$50.67M	0.2%	$159.95	—	SPON ADR REP A	056752108
PFE	PFIZER INC	1,696,997	$50.18M	0.2%	$16.93	+3.1%	COM	717081103
—	MONSANTO CO NEW	444,916	$50.06M	0.2%	$105.55	—	COM	61166W101
CAH	CARDINAL HEALTH INC	662,655	$49.65M	0.2%	$51.95	+2.6%	COM	14149Y108
—	URS CORP NEW	861,275	$49.62M	0.2%	$52.42	—	COM	903236107
SLB	SCHLUMBERGER LTD	484,742	$49.29M	0.2%	$76.02	+4.6%	COM	806857108
—	DELPHI AUTOMOTIVE PLC	786,679	$48.26M	0.2%	$54.80	—	SHS	G27823106
—	CONCHO RES INC	370,189	$46.42M	0.2%	$128.11	—	COM	20605P101
—	AON PLC	525,200	$46.04M	0.2%	$69.90	—	SHS CL A	G0408V102
INTC	INTEL CORP	1,305,668	$45.46M	0.2%	$19.66	+30.9%	COM	458140100
HD	HOME DEPOT INC	483,965	$44.4M	0.2%	$63.40	+3.7%	COM	437076102
—	COVIDIEN PLC	501,530	$43.39M	0.2%	$64.81	—	SHS	G2554F113
EW	EDWARDS LIFESCIENCES CORP	420,558	$42.96M	0.2%	$15.15	+4.2%	COM	28176E108
—	ALERE INC	1,106,048	$42.89M	0.2%	$34.83	—	COM	01449J105
—	MARATHON OIL CORP	1,122,495	$42.2M	0.2%	$35.43	—	COM	565849106
FLR	FLUOR CORP NEW	624,539	$41.71M	0.2%	$66.60	-1.4%	COM	343412102
RHP	RYMAN HOSPITALITY PPTYS INC	879,512	$41.6M	0.2%	$43.12	—	COM	78377T107
BF/B	BROWN FORMAN CORP	454,471	$41M	0.2%	$23.92	+26.1%	CL B	115637209
—	SOLARWINDS INC	962,302	$40.47M	0.2%	$40.59	—	COM	83416B109
NXPI	NXP SEMICONDUCTORS N V	590,000	$40.37M	0.2%	$37.43	+57.9%	COM	N6596X109
BK	BANK NEW YORK MELLON CORP	1,041,757	$40.35M	0.2%	$23.59	+24.7%	COM	064058100
—	SOUFUN HLDGS LTD	3,969,934	$39.5M	0.2%	$12.85	—	ADR	836034108
KLAC	KLA-TENCOR CORP	500,000	$39.39M	0.2%	$36.32	+33.9%	COM	482480100
—	QIHOO 360 TECHNOLOGY CO LTD	583,030	$39.34M	0.2%	$66.29	—	ADS	74734M109
YUM	YUM BRANDS INC	540,621	$38.91M	0.1%	$42.87	+0.1%	COM	988498101
—	WEATHERFORD INTL PLC	1,869,481	$38.88M	0.1%	$20.80	—	ORD SHS	G48833100
BMRN	BIOMARIN PHARMACEUTICAL INC	534,608	$38.58M	0.1%	$67.57	-2.7%	COM	09061G101
CSX	CSX CORP	1,201,218	$38.51M	0.1%	$7.78	+10.9%	COM	126408103
WMT	WAL-MART STORES INC	500,192	$38.25M	0.1%	$20.00	+1.6%	COM	931142103
MOS	MOSAIC CO NEW	859,909	$38.19M	0.1%	$41.49	-9.9%	COM	61945C103
—	GOOGLE INC	64,138	$37.03M	0.1%	$575.28	—	CL C	38259P706
TAL	TAL ED GROUP	1,055,455	$36.88M	0.1%	$11.52	—	ADS REPSTG COM	874080104
TDG	TRANSDIGM GROUP INC	199,941	$36.85M	0.1%	$87.34	+27.7%	COM	893641100
—	MONSTER BEVERAGE CORP	401,844	$36.84M	0.1%	$63.83	—	COM	611740101
MTZ	MASTEC INC	1,198,122	$36.69M	0.1%	$33.14	-10.3%	COM	576323109
—	CROWN CASTLE INTL CORP	448,384	$36.11M	0.1%	$78.83	—	COM	228227104
—	COVANCE INC	453,489	$35.69M	0.1%	$79.29	—	COM	222816100
—	JUMEI INTL HLDG LTD	1,507,300	$35.39M	0.1%	$23.79	—	SPONSORED ADR	48138L107
EL	LAUDER ESTEE COS INC	467,911	$34.96M	0.1%	$60.39	+7.8%	CL A	518439104
EMN	EASTMAN CHEM CO	431,819	$34.93M	0.1%	$54.16	+7.9%	COM	277432100
—	CHINACACHE INTL HLDG LTD	2,534,655	$34.93M	0.1%	$9.62	—	SPON ADR	16950M107
PRGO	PERRIGO CO PLC	229,076	$34.41M	0.1%	$153.81	-3.1%	SHS	G97822103
—	58 COM INC	895,995	$33.38M	0.1%	$37.25	—	SPON ADR REP A	31680Q104
—	SANDISK CORP	340,197	$33.32M	0.1%	$70.78	—	COM	80004C101
GHC	GRAHAM HLDGS CO	47,616	$33.31M	0.1%	$353.03	+8.1%	COM	384637104
—	TWITTER INC	638,795	$32.95M	0.1%	$45.89	—	COM	90184L102
WY	WEYERHAEUSER CO	1,025,636	$32.68M	0.1%	$18.61	+13.1%	COM	962166104
MLM	MARTIN MARIETTA MATLS INC	248,156	$32M	0.1%	$95.60	+23.0%	COM	573284106
MD	MEDNAX INC	575,693	$31.56M	0.1%	$55.34	+2.5%	COM	58502B106
ROP	ROPER INDS INC NEW	211,687	$30.97M	0.1%	$128.40	+6.9%	COM	776696106
PRU	PRUDENTIAL FINL INC	351,943	$30.95M	0.1%	$43.70	+25.8%	COM	744320102
ABT	ABBOTT LABS	729,870	$30.36M	0.1%	$33.87	+0.7%	COM	002824100
DHR	DANAHER CORP DEL	397,947	$30.24M	0.1%	$27.56	+13.1%	COM	235851102
AZN	ASTRAZENECA PLC	419,469	$29.97M	0.1%	$57.84	—	SPONSORED ADR	046353108
WSM	WILLIAMS SONOMA INC	446,052	$29.69M	0.1%	$25.81	+2.9%	COM	969904101
ALLY	ALLY FINL INC	1,280,500	$29.63M	0.1%	$18.84	-3.1%	COM	02005N100
CMG	CHIPOTLE MEXICAN GRILL INC	44,342	$29.56M	0.1%	$7.40	+77.2%	COM	169656105
—	SINA CORP	715,341	$29.43M	0.1%	$55.14	—	ORD	G81477104
TXN	TEXAS INSTRS INC	615,030	$29.33M	0.1%	$31.85	+10.3%	COM	882508104
JD	JD COM INC	1,126,444	$29.09M	0.1%	$28.51	—	SPON ADR CL A	47215P106
SFUN 2 12/15/18 REGS	SOUFUN HLDGS LTD	31,235,000	$29.01M	0.1%	$0.91	—	DEBT 2.000%12/1	G8273WAA3
BUD	ANHEUSER BUSCH INBEV SA/NV	258,286	$28.63M	0.1%	$110.85	—	SPONSORED ADR	03524A108
HRB	BLOCK H & R INC	914,918	$28.37M	0.1%	$20.01	+7.5%	COM	093671105
—	TE CONNECTIVITY LTD	497,678	$27.52M	0.1%	$51.33	—	REG SHS	H84989104
—	GANNETT INC	925,616	$27.46M	0.1%	$28.23	—	COM	364730101
IT	GARTNER INC	370,641	$27.23M	0.1%	$69.39	+4.7%	COM	366651107
—	GENERAL GROWTH PPTYS INC NEW	1,143,842	$26.94M	0.1%	$21.24	—	COM	370023103
—	51JOB INC	898,420	$26.89M	0.1%	$50.22	—	SP ADR REP COM	316827104
PM	PHILIP MORRIS INTL INC	321,104	$26.78M	0.1%	$49.36	-3.0%	COM	718172109
—	NORD ANGLIA EDUCATION INC	1,555,552	$26.44M	0.1%	$18.30	—	SHS	G6583A102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,299,930	$26.23M	0.1%	$21.39	—	SPONSORED ADR	874039100
—	KNIGHT TRANSN INC	953,001	$26.1M	0.1%	$24.34	—	COM	499064103
BIIB	BIOGEN IDEC INC	78,827	$26.08M	0.1%	$266.37	+23.8%	COM	09062X103
—	HOSPIRA INC	498,278	$25.93M	0.1%	$41.71	—	COM	441060100
ILMN	ILLUMINA INC	156,614	$25.67M	0.1%	$65.99	+153.4%	COM	452327109
HUM	HUMANA INC	195,067	$25.41M	0.1%	$88.05	+31.8%	COM	444859102
FNF	FIDELITY NATIONAL FINANCIAL	911,634	$25.29M	0.1%	$12.73	0.0%	FNF GROUP COM	31620R303
JLL	JONES LANG LASALLE INC	200,000	$25.27M	0.1%	$119.86	+5.5%	COM	48020Q107
—	ENVISION HEALTHCARE HLDGS IN	728,300	$25.26M	0.1%	$35.91	—	COM	29413U103
DOX	AMDOCS LTD	547,492	$25.12M	0.1%	$28.95	+31.7%	SHS	G02602103
—	SBA COMMUNICATIONS CORP	225,476	$25M	0.1%	$76.19	—	COM	78388J106
BJRI	BJS RESTAURANTS INC	690,756	$24.86M	0.1%	$30.65	+12.2%	COM	09180C106
EWY	ISHARES	409,500	$24.78M	0.1%	$56.24	—	MSCI STH KOR ETF	464286772
TCBI	TEXAS CAPITAL BANCSHARES INC	426,806	$24.62M	0.1%	$55.42	-2.7%	COM	88224Q107
WDC	WESTERN DIGITAL CORP	250,000	$24.33M	0.1%	$37.41	+66.8%	COM	958102105
AMT	AMERICAN TOWER CORP NEW	259,079	$24.26M	0.1%	$63.37	+14.5%	COM	03027X100
—	GOLDCORP INC NEW	1,047,468	$24.13M	0.1%	$23.15	—	COM	380956409
—	SENSATA TECHNOLOGIES HLDG NV	536,640	$23.9M	0.1%	$44.53	—	SHS	N7902X106
—	TYCO INTERNATIONAL LTD	534,517	$23.82M	0.1%	$33.52	—	SHS	H89128104
HSIC	SCHEIN HENRY INC	204,110	$23.77M	0.1%	$37.02	+25.2%	COM	806407102
—	SIRONA DENTAL SYSTEMS INC	310,000	$23.77M	0.1%	$69.30	—	COM	82966C103
MAC	MACERICH CO	372,077	$23.75M	0.1%	$59.25	—	COM	554382101
—	MCGRAW HILL FINL INC	280,000	$23.65M	0.1%	$54.53	—	COM	580645109
—	FRESH MKT INC	669,945	$23.4M	0.1%	$34.02	—	COM	35804H106
—	STAPLES INC	1,923,831	$23.28M	0.1%	$14.74	—	COM	855030102
HST	HOST HOTELS & RESORTS INC	1,081,458	$23.07M	0.1%	$11.52	+21.7%	COM	44107P104
EQT	EQT CORP	251,054	$22.98M	0.1%	$40.32	+20.5%	COM	26884L109
MU	MICRON TECHNOLOGY INC	664,115	$22.75M	0.1%	$10.81	+192.2%	COM	595112103
VRSK	VERISK ANALYTICS INC	367,769	$22.39M	0.1%	$58.52	+2.0%	CL A	92345Y106
TGT	TARGET CORP	352,572	$22.1M	0.1%	$46.02	-6.1%	COM	87612E106
—	JUNIPER NETWORKS INC	996,644	$22.08M	0.1%	$23.06	—	COM	48203R104
PLCE	CHILDRENS PL INC	461,155	$21.98M	0.1%	$51.82	-2.3%	COM	168905107
A	AGILENT TECHNOLOGIES INC	384,407	$21.9M	0.1%	$34.85	+6.7%	COM	00846U101
T	AT&T INC	620,111	$21.85M	0.1%	$11.39	+4.5%	COM	00206R102
UAL	UNITED CONTL HLDGS INC	466,618	$21.83M	0.1%	$45.67	+1.6%	COM	910047109
GLW	CORNING INC	1,120,000	$21.66M	0.1%	$11.46	+34.9%	COM	219350105
BMY	BRISTOL MYERS SQUIBB CO	417,435	$21.36M	0.1%	$34.33	-0.3%	COM	110122108
COF	CAPITAL ONE FINL CORP	259,338	$21.17M	0.1%	$53.56	+24.4%	COM	14040H105
HP	HELMERICH & PAYNE INC	215,425	$21.08M	0.1%	$71.95	+47.7%	COM	423452101
IMO	IMPERIAL OIL LTD	441,372	$20.85M	0.1%	$30.07	+33.2%	COM NEW	453038408
—	VERIFONE SYS INC	603,084	$20.73M	0.1%	$34.38	—	COM	92342Y109
DSGX	DESCARTES SYS GROUP INC	1,493,431	$20.62M	0.1%	$13.71	+2.3%	COM	249906108
—	XEROX CORP	1,549,475	$20.5M	0.1%	$13.23	—	COM	984121103
—	SALIX PHARMACEUTICALS INC	131,127	$20.49M	0.1%	$76.57	—	COM	795435106
WFC	WELLS FARGO & CO NEW	386,294	$20.04M	0.1%	$31.89	+17.3%	COM	949746101
HON	HONEYWELL INTL INC	214,803	$20M	0.1%	$55.16	+21.6%	COM	438516106
—	RED HAT INC	355,019	$19.93M	0.1%	$53.12	—	COM	756577102
—	MANTECH INTL CORP	738,739	$19.91M	0.1%	$29.06	—	CL A	564563104
—	VARIAN MED SYS INC	245,000	$19.63M	0.1%	$67.45	—	COM	92220P105
—	IHS INC	155,382	$19.45M	0.1%	$125.19	—	CL A	451734107
—	SPIRIT AIRLS INC	281,315	$19.45M	0.1%	$69.14	—	COM	848577102
—	CBL & ASSOC PPTYS INC	1,070,877	$19.17M	0.1%	$18.15	—	COM	124830100
—	DEVRY ED GROUP INC	446,078	$19.1M	0.1%	$36.38	—	COM	251893103
COR	AMERISOURCEBERGEN CORP	243,363	$18.81M	0.1%	$55.50	0.0%	COM	03073E105
—	TECHNE CORP	200,738	$18.78M	0.1%	$87.02	—	COM	878377100
PTEN	PATTERSON UTI ENERGY INC	572,399	$18.62M	0.1%	$29.56	+14.9%	COM	703481101
—	VMWARE INC	195,734	$18.37M	0.1%	$96.00	—	CL A COM	928563402
SUI	SUN CMNTYS INC	361,753	$18.27M	0.1%	$47.41	—	COM	866674104
—	VALEANT PHARMACEUTICALS INTL	137,773	$18.06M	0.1%	$107.51	—	COM	91911K102
—	GULFPORT ENERGY CORP	337,104	$18M	0.1%	$64.35	—	COM NEW	402635304
—	VALIDUS HOLDINGS LTD	459,399	$17.98M	0.1%	$37.52	—	COM SHS	G9319H102
CF	CF INDS HLDGS INC	64,285	$17.95M	0.1%	$37.05	0.0%	COM	125269100
BVN	COMPANIA DE MINAS BUENAVENTU	1,514,426	$17.54M	0.1%	$12.16	—	SPONSORED ADR	204448104
—	SL GREEN RLTY CORP	170,532	$17.28M	0.1%	$91.44	—	COM	78440X101
—	COMPANHIA BRASILEIRA DE DIST	395,647	$17.25M	0.1%	$45.41	—	SPN ADR PFD CL A	20440T201
—	HUBBELL INC	142,972	$17.23M	0.1%	$99.00	—	CL B	443510201
THC	TENET HEALTHCARE CORP	289,328	$17.18M	0.1%	$55.80	0.0%	COM NEW	88033G407
TKR	TIMKEN CO	398,951	$16.91M	0.1%	$45.52	+1.1%	COM	887389104
—	TAUBMAN CTRS INC	228,886	$16.71M	0.1%	$65.34	—	COM	876664103
—	CHESAPEAKE ENERGY CORP	722,467	$16.61M	0.1%	$26.79	—	COM	165167107
ESS	ESSEX PPTY TR INC	92,874	$16.6M	0.1%	$109.81	+19.1%	COM	297178105
SWKS	SKYWORKS SOLUTIONS INC	285,000	$16.54M	0.1%	$21.03	+103.4%	COM	83088M102
ROK	ROCKWELL AUTOMATION INC	150,402	$16.53M	0.1%	$86.56	+8.4%	COM	773903109
RY	ROYAL BK CDA MONTREAL QUE	230,445	$16.47M	0.1%	$64.15	+14.7%	COM	780087102
—	ALEXION PHARMACEUTICALS INC	99,289	$16.46M	0.1%	$133.64	—	COM	015351109
CFG	CITIZENS FINL GROUP INC	700,000	$16.39M	0.1%	$15.71	0.0%	COM	174610105
—	ULTRA PETROLEUM CORP	704,511	$16.39M	0.1%	$22.33	—	COM	903914109
MTUS	TIMKENSTEEL CORP	352,201	$16.37M	0.1%	$45.14	0.0%	COM	887399103
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	1,220,538	$16.37M	0.1%	$16.96	-10.6%	COM	01988P108
DECK	DECKERS OUTDOOR CORP	167,768	$16.3M	0.1%	$12.49	+22.3%	COM	243537107
—	STILLWATER MNG CO	1,082,507	$16.27M	0.1%	$15.94	—	COM	86074Q102
—	DUPONT FABROS TECHNOLOGY INC	600,224	$16.23M	0.1%	$25.32	—	COM	26613Q106
—	INTERPUBLIC GROUP COS INC	877,448	$16.07M	0.1%	$10.90	+18.5%	COM	460690100
EME	EMCOR GROUP INC	401,909	$16.06M	0.1%	$37.06	+10.2%	COM	29084Q100
AAL	AMERICAN AIRLS GROUP INC	450,000	$15.97M	0.1%	$23.65	+57.1%	COM	02376R102
—	COLFAX CORP	279,747	$15.94M	0.1%	$70.23	—	COM	194014106
ULTA	ULTA SALON COSMETCS & FRAG I	134,735	$15.92M	0.1%	$99.40	0.0%	COM	90384S303
CVX	CHEVRON CORP NEW	132,962	$15.87M	0.1%	$71.30	+10.1%	COM	166764100
—	COOPER COS INC	101,540	$15.81M	0.1%	$122.32	—	COM NEW	216648402
CVLT	COMMVAULT SYSTEMS INC	312,788	$15.77M	0.1%	$53.80	-4.2%	COM	204166102
TER	TERADYNE INC	797,779	$15.47M	0.1%	$17.73	+2.4%	COM	880770102
ALB	ALBEMARLE CORP	260,256	$15.33M	0.1%	$57.48	-4.5%	COM	012653101
BAX	BAXTER INTL INC	212,000	$15.21M	0.1%	$31.02	+7.8%	COM	071813109
CIEN	CIENA CORP	910,014	$15.21M	0.1%	$23.14	-15.3%	COM NEW	171779309
—	UNITED STATES STL CORP NEW	387,593	$15.18M	0.1%	$39.17	—	COM	912909108
—	HOLLYSYS AUTOMATION TECHNOLO	671,900	$15.11M	0.1%	$22.69	—	SHS	G45667105
WERN	WERNER ENTERPRISES INC	591,421	$14.9M	0.1%	$25.85	-2.2%	COM	950755108
—	PACWEST BANCORP DEL	356,774	$14.71M	0.1%	$41.23	—	COM	695263103
—	CNINSURE INC	2,656,500	$14.61M	0.1%	$6.00	—	SPONSORED ADR	18976M103
TJX	TJX COS INC NEW	246,768	$14.6M	0.1%	$25.03	-3.6%	COM	872540109
—	VCA INC	370,015	$14.55M	0.1%	$28.84	—	COM	918194101
LYB	LYONDELLBASELL INDUSTRIES N	128,532	$13.97M	0.1%	$59.21	0.0%	SHS - A -	N53745100
—	RANDGOLD RES LTD	206,494	$13.96M	0.1%	$83.39	—	ADR	752344309
VTR	VENTAS INC	224,589	$13.91M	0.1%	$43.22	+2.3%	COM	92276F100
CRTO	CRITEO S A	413,283	$13.91M	0.1%	$35.70	—	SPONS ADS	226718104
—	BONANZA CREEK ENERGY INC	240,675	$13.69M	0.1%	$46.41	—	COM	097793103
CIG	COMPANHIA ENERGETICA DE MINA	2,136,835	$13.31M	0.1%	$8.42	—	SP ADR N-V PFD	204409601
—	POLYONE CORP	366,089	$13.03M	0.0%	$35.58	—	COM	73179P106
—	AVANIR PHARMACEUTICALS INC	1,090,624	$13M	0.0%	$7.22	—	CL A NEW	05348P401
—	LEJU HLDGS LTD	1,002,910	$12.89M	0.0%	$10.46	—	SPONSORED ADS	50187J108
—	AMERICAN CAMPUS CMNTYS INC	346,483	$12.63M	0.0%	$34.83	—	COM	024835100
—	DDR CORP	753,243	$12.6M	0.0%	$16.04	—	COM	23317H102
MMS	MAXIMUS INC	312,709	$12.55M	0.0%	$43.05	-3.9%	COM	577933104
—	CHINA BIOLOGIC PRODS INC	227,546	$12.28M	0.0%	$44.47	—	COM	16938C106
BAC	BANK AMER CORP	710,911	$12.12M	0.0%	$11.47	+9.6%	COM	060505104
SNPS	SYNOPSYS INC	303,492	$12.05M	0.0%	$38.00	+4.3%	COM	871607107
DQ	DAQO NEW ENERGY CORP	279,600	$11.97M	0.0%	$42.07	—	SPNSRD ADR NEW	23703Q203
RF	REGIONS FINL CORP NEW	1,163,834	$11.69M	0.0%	$6.55	+5.5%	COM	7591EP100
—	CUBIST PHARMACEUTICALS INC	173,787	$11.53M	0.0%	$62.23	—	COM	229678107
TMO	THERMO FISHER SCIENTIFIC INC	93,411	$11.37M	0.0%	$111.55	+5.2%	COM	883556102
—	PERFECT WORLD CO LTD	572,018	$11.26M	0.0%	$18.52	—	SPON ADR REP B	71372U104
WWD	WOODWARD INC	236,398	$11.26M	0.0%	$46.83	0.0%	COM	980745103
—	PEABODY ENERGY CORP	900,822	$11.15M	0.0%	$16.35	—	COM	704549104
VLO	VALERO ENERGY CORP NEW	240,697	$11.14M	0.0%	$30.58	+6.7%	COM	91913Y100
ACN	ACCENTURE PLC IRELAND	136,432	$11.1M	0.0%	$66.12	0.0%	SHS CLASS A	G1151C101
—	FIRST CASH FINL SVCS INC	197,945	$11.08M	0.0%	$49.57	—	COM	31942D107
MEOH	METHANEX CORP	164,197	$11.04M	0.0%	$66.15	0.0%	COM	59151K108
CM	CDN IMPERIAL BK COMM TORONTO	121,154	$10.88M	0.0%	$27.14	0.0%	COM	136069101
—	LIFELOCK INC	760,196	$10.86M	0.0%	$16.32	—	COM	53224V100
FISV	FISERV INC	167,589	$10.83M	0.0%	$25.81	+22.5%	COM	337738108
ALL	ALLSTATE CORP	175,243	$10.76M	0.0%	$37.27	+26.0%	COM	020002101
TDC	TERADATA CORP DEL	255,582	$10.71M	0.0%	$44.70	-3.7%	COM	88076W103
IRWD	IRONWOOD PHARMACEUTICALS INC	826,765	$10.71M	0.0%	$12.12	-5.5%	COM CL A	46333X108
—	MELLANOX TECHNOLOGIES LTD	236,417	$10.61M	0.0%	$41.98	—	SHS	M51363113
EFX	EQUIFAX INC	140,415	$10.49M	0.0%	$53.79	+26.7%	COM	294429105
FDX	FEDEX CORP	64,900	$10.48M	0.0%	$107.54	+20.0%	COM	31428X106
—	MOBILEIRON INC	928,435	$10.34M	0.0%	$9.52	—	COM NEW	60739U204
—	CIMAREX ENERGY CO	81,345	$10.29M	0.0%	$130.17	—	COM	171798101
SIG	SIGNET JEWELERS LIMITED	87,778	$10.09M	0.0%	$55.04	+63.2%	SHS	G81276100
—	UNITED TECHNOLOGIES CORP	94,179	$9.945M	0.0%	$107.98	—	COM	913017109
—	PLATINUM GROUP METALS LTD	11,247,253	$9.942M	0.0%	$0.90	—	COM NEW	72765Q205
—	ROSETTA RESOURCES INC	222,459	$9.913M	0.0%	$48.30	—	COM	777779307
MPVDF	MOUNTAIN PROV DIAMONDS INC	1,966,444	$9.833M	0.0%	$4.86	+2.5%	COM NEW	62426E402
ENB	ENBRIDGE INC	202,531	$9.695M	0.0%	$22.91	+15.2%	COM	29250N105
—	BARRACUDA NETWORKS INC	377,956	$9.695M	0.0%	$36.12	—	COM	068323104
—	IKANG HEALTHCARE GROUP INC	487,771	$9.492M	0.0%	$19.46	—	SPONSORED ADR	45174L108
—	TRAVELPORT WORLDWIDE LTD	575,861	$9.479M	0.0%	$16.46	—	SHS	G9019D104
—	NOBLE CORP PLC	423,964	$9.42M	0.0%	$36.60	—	SHS USD	G65431101
QCOM	QUALCOMM INC	123,791	$9.256M	0.0%	$52.59	+5.4%	COM	747525103
—	HOME PROPERTIES INC	155,766	$9.072M	0.0%	$57.20	—	COM	437306103
SKT	TANGER FACTORY OUTLET CTRS I	273,193	$8.939M	0.0%	$32.93	—	COM	875465106
—	TETRAPHASE PHARMACEUTICALS I	444,984	$8.877M	0.0%	$19.95	—	COM	88165N105
V	VISA INC	41,599	$8.876M	0.0%	$45.66	+8.7%	COM CL A	92826C839
—	L BRANDS INC	129,987	$8.707M	0.0%	$51.39	—	COM	501797104
—	CHINA DISTANCE ED HLDGS LTD	621,159	$8.702M	0.0%	$17.46	—	SPONS ADR	16944W104
—	CREDIT SUISSE GROUP	314,386	$8.69M	0.0%	$27.81	—	SPONSORED ADR	225401108
—	PRICELINE GRP INC	7,482	$8.668M	0.0%	$1054.90	—	COM NEW	741503403
MET	METLIFE INC	154,747	$8.313M	0.0%	$25.95	+28.3%	COM	59156R108
—	MARKIT LTD	350,476	$8.184M	0.0%	$23.35	—	SHS	G58249106
—	INTEROIL CORP	150,700	$8.177M	0.0%	$54.26	—	COM	460951106
—	JACOBS ENGR GROUP INC DEL	166,770	$8.142M	0.0%	$53.28	—	COM	469814107
MELI	MERCADOLIBRE INC	72,413	$7.868M	0.0%	$101.00	+1.7%	COM	58733R102
NEE	NEXTERA ENERGY INC	81,593	$7.66M	0.0%	$14.73	+21.7%	COM	65339F101
—	PARKWAY PPTYS INC	400,901	$7.529M	0.0%	$19.18	—	COM	70159Q104
—	KONGZHONG CORP	1,129,300	$7.363M	0.0%	$7.19	—	SPONSORED ADR	50047P104
MCK	MCKESSON CORP	37,534	$7.307M	0.0%	$102.30	+72.9%	COM	58155Q103
MCO	MOODYS CORP	77,194	$7.295M	0.0%	$56.14	+45.3%	COM	615369105
MHK	MOHAWK INDS INC	53,250	$7.179M	0.0%	$138.23	-0.5%	COM	608190104
PNC	PNC FINL SVCS GROUP INC	83,140	$7.115M	0.0%	$55.62	+7.6%	COM	693475105
LKQ	LKQ CORP	266,351	$7.082M	0.0%	$24.68	-2.1%	COM	501889208
RS	RELIANCE STEEL & ALUMINUM CO	99,314	$6.793M	0.0%	$71.33	-0.4%	COM	759509102
—	ROCKET FUEL INC	428,762	$6.774M	0.0%	$33.31	—	COM	773111109
—	UBIQUITI NETWORKS INC	178,726	$6.708M	0.0%	$45.92	—	COM	90347A100
EVARF	LOMBARD MED INC	865,980	$6.659M	0.0%	$8.13	-18.7%	COM	G55598109
VIPS	VIPSHOP HLDGS LTD	35,116	$6.637M	0.0%	$72.57	—	SPONSORED ADR	92763W103
LEA	LEAR CORP	75,200	$6.498M	0.0%	$46.85	+69.4%	COM NEW	521865204
PBR/A	PETROLEO BRASILEIRO SA PETRO	427,108	$6.36M	0.0%	$15.37	—	SP ADR NON VTG	71654V101
MRSH	MARSH & MCLENNAN COS INC	121,433	$6.356M	0.0%	$31.84	+34.2%	COM	571748102
PBR	PETROLEO BRASILEIRO SA PETRO	446,575	$6.337M	0.0%	$14.33	—	SPONSORED ADR	71654V408
—	ADTRAN INC	307,933	$6.322M	0.0%	$23.10	—	COM	00738A106
—	FLEETCOR TECHNOLOGIES INC	44,443	$6.316M	0.0%	$84.29	—	COM	339041105
—	SEMGROUP CORP	75,757	$6.308M	0.0%	$59.89	—	CL A	81663A105
—	ENDOLOGIX INC	594,683	$6.304M	0.0%	$13.59	—	COM	29266S106
EXAS	EXACT SCIENCES CORP	324,801	$6.295M	0.0%	$13.51	+35.7%	COM	30063P105
CPA	COPA HOLDINGS SA	56,808	$6.095M	0.0%	$87.82	+7.1%	CL A	P31076105
FFIV	F5 NETWORKS INC	51,053	$6.062M	0.0%	$79.11	+48.5%	COM	315616102
UHS	UNIVERSAL HLTH SVCS INC	57,669	$6.026M	0.0%	$76.59	+32.4%	CL B	913903100
—	TIBCO SOFTWARE INC	252,980	$5.978M	0.0%	$22.24	—	COM	88632Q103
—	INFORMATICA CORP	172,596	$5.91M	0.0%	$35.07	—	COM	45666Q102
—	ASHLAND INC NEW	56,193	$5.85M	0.0%	$98.63	—	COM	044209104
FLO	FLOWERS FOODS INC	317,637	$5.832M	0.0%	$14.04	-9.3%	COM	343498101
BWA	BORGWARNER INC	107,648	$5.663M	0.0%	$37.25	+24.4%	COM	099724106
STT	STATE STR CORP	76,153	$5.606M	0.0%	$48.10	+8.2%	COM	857477103
—	WASTE CONNECTIONS INC	114,343	$5.548M	0.0%	$48.55	—	COM	941053100
TD	TORONTO DOMINION BK ONT	109,850	$5.421M	0.0%	$43.24	+20.0%	COM NEW	891160509
—	ENCANA CORP	254,238	$5.395M	0.0%	$21.22	—	COM	292505104
—	FREESCALE SEMICONDUCTOR LTD	275,665	$5.384M	0.0%	$19.53	—	SHS	G3727Q101
MRK	MERCK & CO INC NEW	90,804	$5.383M	0.0%	$30.21	+30.3%	COM	58933Y105
—	YY INC	71,600	$5.362M	0.0%	$75.30	—	ADS REPCOM CLA	98426T106
—	AIRMEDIA GROUP INC	3,079,800	$5.359M	0.0%	$1.81	—	SPONSORED ADR	009411109
VOYA	VOYA FINL INC	132,527	$5.182M	0.0%	$31.98	+6.2%	COM	929089100
ATO	ATMOS ENERGY CORP	108,576	$5.179M	0.0%	$31.13	+21.5%	COM	049560105
TPC	TUTOR PERINI CORP	195,078	$5.15M	0.0%	$24.71	+18.1%	COM	901109108
MAS	MASCO CORP	213,697	$5.112M	0.0%	$15.28	+9.3%	COM	574599106
—	TESLA MTRS INC	5,000,000	$4.778M	0.0%	$0.91	—	NOTE 1.250% 3/0	88160RAC5
MMYT	MAKEMYTRIP LIMITED MAURITIUS	171,200	$4.764M	0.0%	$16.44	+75.4%	SHS	V5633W109
—	HCP INC	118,748	$4.715M	0.0%	$40.90	—	COM	40414L109
—	BONA FILM GROUP LTD	773,772	$4.65M	0.0%	$4.89	—	SPONSORED ADS	09777B107
—	OREXIGEN THERAPEUTICS INC	1,083,041	$4.614M	0.0%	$6.01	—	COM	686164104
—	500 COM LTD	136,600	$4.608M	0.0%	$34.74	—	SPON ADR REP A	33829R100
SVA	SINOVAC BIOTECH LTD	949,300	$4.566M	0.0%	$3.72	+44.3%	SHS	P8696W104
IDV	ISHARES	125,608	$4.496M	0.0%	$35.79	—	INTL SEL DIV ETF	464288448
—	CAMERON INTERNATIONAL CORP	67,137	$4.457M	0.0%	$60.62	—	COM	13342B105
—	CONTINENTAL RESOURCES INC	66,210	$4.402M	0.0%	$109.17	—	COM	212015101
—	BROADSOFT INC	208,267	$4.382M	0.0%	$24.91	—	COM	11133B409
AMG	AFFILIATED MANAGERS GROUP	21,793	$4.366M	0.0%	$156.28	+26.4%	COM	008252108
—	SK TELECOM LTD	138,730	$4.209M	0.0%	$20.69	—	SPONSORED ADR	78440P108
CMS	CMS ENERGY CORP	134,788	$3.998M	0.0%	$18.61	+14.1%	COM	125896100
—	XILINX INC	91,742	$3.885M	0.0%	$41.52	—	COM	983919101
CL	COLGATE PALMOLIVE CO	59,461	$3.878M	0.0%	$46.13	+9.9%	COM	194162103
—	SFX ENTMT INC	758,700	$3.809M	0.0%	$6.80	—	COM	784178303
TEVA	TEVA PHARMACEUTICAL INDS LTD	70,233	$3.775M	0.0%	$39.54	—	ADR	881624209
—	ENERGEN CORP	50,590	$3.655M	0.0%	$76.39	—	COM	29265N108
—	BUNGE LIMITED	43,014	$3.623M	0.0%	$76.63	—	COM	G16962105
—	IDREAMSKY TECHNOLOGY LIMITED	203,700	$3.494M	0.0%	$17.15	—	SPONSORED ADS	45173K101
—	FIREEYE INC	111,753	$3.415M	0.0%	$30.56	—	COM	31816Q101
YPF	YPF SOCIEDAD ANONIMA	89,708	$3.318M	0.0%	$32.68	—	SPON ADR CL D	984245100
—	RACKSPACE HOSTING INC	97,164	$3.163M	0.0%	$38.04	—	COM	750086100
PSX	PHILLIPS 66	37,340	$3.036M	0.0%	$43.95	+25.4%	COM	718546104
MSCI	MSCI INC	63,020	$2.963M	0.0%	$38.46	+6.0%	COM	55354G100
—	TESORO CORP	48,579	$2.962M	0.0%	$59.10	—	COM	881609101
ROST	ROSS STORES INC	37,683	$2.848M	0.0%	$30.24	+2.9%	COM	778296103
—	SCORPIO TANKERS INC	340,013	$2.826M	0.0%	$9.00	—	SHS	Y7542C106
MTB	M & T BK CORP	22,478	$2.771M	0.0%	$83.48	+7.5%	COM	55261F104
—	QLIK TECHNOLOGIES INC	101,730	$2.751M	0.0%	$24.64	—	COM	74733T105
—	ISHARES	178,500	$2.726M	0.0%	$15.27	—	MSCI TAIWAN ETF	464286731
—	IMPERVA INC	93,286	$2.68M	0.0%	$26.18	—	COM	45321L100
EZA	ISHARES	41,591	$2.666M	0.0%	$58.60	—	MSCI STH AFR ETF	464286780
PRIM	PRIMORIS SVCS CORP	96,703	$2.596M	0.0%	$28.83	-4.9%	COM	74164F103
EWA	ISHARES	107,128	$2.565M	0.0%	$23.94	—	MSCI AUST ETF	464286103
—	MEDIVATION INC	25,771	$2.548M	0.0%	$64.37	—	COM	58501N101
OLED	UNIVERSAL DISPLAY CORP	75,963	$2.479M	0.0%	$28.34	+10.3%	COM	91347P105
MMM	3M CO	15,469	$2.192M	0.0%	$64.22	+30.0%	COM	88579Y101
—	SILVER WHEATON CORP	105,861	$2.11M	0.0%	$23.90	—	COM	828336107
PSA	PUBLIC STORAGE	12,037	$1.996M	0.0%	$110.47	0.0%	COM	74460D109
CMI	CUMMINS INC	14,701	$1.94M	0.0%	$84.08	+26.1%	COM	231021106
—	TIME INC NEW	77,617	$1.819M	0.0%	$24.22	—	COM	887228104
—	TIME WARNER CABLE INC	11,726	$1.683M	0.0%	$113.88	—	COM	88732J207
—	YOU ON DEMAND HLDGS INC	722,172	$1.517M	0.0%	$1.81	—	COM NEW	98741R207
—	KOSMOS ENERGY LTD	145,312	$1.447M	0.0%	$10.17	—	SHS	G5315B107
—	DERMA SCIENCES INC	169,496	$1.412M	0.0%	$9.65	—	COM PAR $.01	249827502
DVN	DEVON ENERGY CORP NEW	19,818	$1.351M	0.0%	$50.29	0.0%	COM	25179M103
DLR	DIGITAL RLTY TR INC	19,907	$1.242M	0.0%	$33.38	+24.7%	COM	253868103
NUS	NU SKIN ENTERPRISES INC	23,800	$1.072M	0.0%	$36.58	0.0%	CL A	67018T105
FNV	FRANCO NEVADA CORP	21,325	$1.047M	0.0%	$38.48	+27.0%	COM	351858105
—	MOBILE TELESYSTEMS OJSC	68,712	$1.027M	0.0%	$19.90	—	SPONSORED ADR	607409109
—	ENSCO PLC	20,382	$842K	0.0%	$56.99	—	SHS CLASS A	G3157S106
SYY	SYSCO CORP	20,235	$768K	0.0%	$25.75	+7.0%	COM	871829107
FCX	FREEPORT-MCMORAN INC	21,391	$698K	0.0%	$28.67	+10.3%	CL B	35671D857
RGLD	ROYAL GOLD INC	9,466	$615K	0.0%	$48.42	+54.1%	COM	780287108
—	RYANAIR HLDGS PLC	9,108	$514K	0.0%	$49.96	—	SPONSORED ADR	783513104
—	TRINSEO S A	30,900	$486K	0.0%	$20.81	—	SHS	L9340P101
—	WASHINGTON PRIME GROUP INC	22,805	$399K	0.0%	$18.74	—	COM	939647103
CRS	CARPENTER TECHNOLOGY CORP	8,277	$374K	0.0%	$45.08	0.0%	COM	144285103
—	LUXOFT HLDG INC	8,400	$312K	0.0%	$36.40	—	ORD SHS CL A	G57279104
—	COACH INC	8,300	$296K	0.0%	$57.11	—	COM	189754104
FIS	FIDELITY NATL INFORMATION SV	5,138	$289K	0.0%	$39.91	+16.5%	COM	31620M106
INFY	INFOSYS LTD	4,068	$246K	0.0%	$60.47	—	SPONSORED ADR	456788108