Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UNP	UNION PAC CORP	840,200	$100M	10.2%	$65.59	+36.4%	COM	907818108
—	CROWN CASTLE INTL CORP	710,075	$55.88M	5.7%	$72.46	—	COM	228227104
NSC	NORFOLK SOUTHERN CORP	508,200	$55.7M	5.7%	$61.81	+38.8%	COM	655844108
AAPL	APPLE INC	348,230	$38.44M	3.9%	$17.94	+34.3%	COM	037833100
GM	GENERAL MOTORS CO	875,950	$30.58M	3.1%	$26.10	-6.1%	COM	37045V100
—	LIBBEY INC	866,750	$27.25M	2.8%	$23.95	—	COM	529898108
AMT	AMERICAN TOWER CORP NEW	261,850	$25.88M	2.6%	$64.95	+15.7%	COM	03027X100
R	RYDER SYSTEM INC	262,575	$24.38M	2.5%	$60.21	+48.2%	COM	783549108
LECO	LINCOLN ELEC HOLDINGS INC	301,500	$20.83M	2.1%	$68.37	+2.1%	COM	533900106
GATX	GATX CORP	358,300	$20.62M	2.1%	$40.53	+12.8%	COM	361448103
UHAL	AMERCO	62,822	$17.86M	1.8%	$21.36	+26.9%	COM	023586100
CCOI	COGENT COMMUNICATIONS	418,800	$14.82M	1.5%	$19.02	+2.4%	COM	19239V302
ON	ON SEMICONDUCTOR CORP	1,358,950	$13.77M	1.4%	$8.24	+6.5%	COM	682189105
—	ROCK TENN CO	216,650	$13.21M	1.4%	$73.41	—	CL A	772739207
CSX	CSX CORP	353,050	$12.79M	1.3%	$6.82	+44.3%	COM	126408103
KW	KENNEDY-WILSON HOLDINGS INC	486,850	$12.32M	1.3%	$16.81	+53.0%	COM	489398107
—	TILE SHOP HLDGS INC	1,288,848	$11.45M	1.2%	$19.88	—	COM	88677Q109
JPM	JP MORGAN CHASE & CO	177,900	$11.06M	1.1%	$36.41	+22.8%	COM	46625H100
—	PLUM CREEK TIMBER CO INC	237,400	$10.16M	1.0%	$43.10	—	COM	729251108
—	EMC CORP MASS	332,850	$9.899M	1.0%	$23.62	—	COM	268648102
V	VISA INC	36,975	$9.695M	1.0%	$40.31	+38.2%	CL A	92826C839
—	SENSATA TECHNOLOGIES HLDG BV	180,250	$9.447M	1.0%	$36.10	—	SHS	N7902X106
—	HEWLETT PACKARD CO	230,950	$9.268M	0.9%	$24.80	—	COM	428236103
ROG	ROGERS CORP	108,950	$8.873M	0.9%	$60.09	+11.0%	COM	775133101
HAL	HALLIBURTON CO	220,000	$8.653M	0.9%	$34.86	+12.7%	COM	406216101
—	CORE MARK HOLDINGS CO INC	139,100	$8.614M	0.9%	$54.56	—	COM	218681104
EXAS	EXACT SCIENCES CORP	311,000	$8.534M	0.9%	$12.68	+91.9%	COM	30063P105
—	IGNITE RESTAURANT GROUP INC	1,082,300	$8.518M	0.9%	$12.39	—	COM	451730105
—	COVIDIEN PLC	80,350	$8.218M	0.8%	$60.94	—	SHS	G2554F113
FOXF	FOX FACTORY HLDG CORP	504,693	$8.191M	0.8%	$16.89	-9.8%	COM	35138V102
—	VERIFONE SYS INC	215,450	$8.015M	0.8%	$17.13	—	COM	92342Y109
—	TRIUMPH GROUP INC NEW	116,575	$7.836M	0.8%	$74.75	—	COM	896818101
—	PERFORMANCE SPORTS GROUP LTD	424,266	$7.633M	0.8%	$16.07	—	COM	71377G100
—	POPEYES LA KITCHEN INC	134,850	$7.588M	0.8%	$40.83	—	COM	732872106
—	REXNORD CORP NEW	243,650	$6.873M	0.7%	$27.97	—	COM	76169B102
—	BED BATH & BEYOND INC	89,725	$6.834M	0.7%	$68.77	—	COM	075896100
—	PANERA BREAD CO	37,750	$6.599M	0.7%	$170.39	—	CL A	69840W108
FMC	FMC CORP	107,350	$6.122M	0.6%	$43.17	-11.7%	COM NEW	302491303
—	COHERENT INC	99,300	$6.029M	0.6%	$63.10	—	COM	192479103
TDG	TRANSDIGM GROUP INC	30,200	$5.93M	0.6%	$70.58	+67.0%	COM	893641100
ENS	ENERSYS INC	93,925	$5.797M	0.6%	$41.85	+26.3%	COM	29275Y102
OC	OWENS CORNING INC	160,325	$5.741M	0.6%	$41.27	-19.5%	COM	690742101
CSCO	CISCO SYSTEMS INC	205,400	$5.675M	0.6%	$15.27	+19.9%	COM	17275R102
DXPE	DXP ENTERPRISES INC NEW	107,350	$5.424M	0.6%	$65.96	-9.0%	COM	233377407
DAL	DELTA AIR LINES INC DEL	108,000	$5.313M	0.5%	$35.06	+5.1%	COM NEW	247361702
—	DIGITALGLOBE INC	166,400	$5.153M	0.5%	$29.47	—	COM NEW	25389M877
—	CARMIKE CINEMAS INC	180,300	$4.736M	0.5%	$22.95	—	COM	143436400
—	FLOTEK INDUSTRIES INC	246,300	$4.613M	0.5%	$18.48	—	COM	343389102
—	CHUYS HLDGS INC	212,870	$4.187M	0.4%	$30.91	—	COM	171604101
—	INTRALINKS HOLDINGS INC	344,200	$4.096M	0.4%	$8.25	—	COM	46118H104
—	KONA GRILL INC	173,955	$4.017M	0.4%	$14.71	—	COM	50047H201
—	HERTZ GLOBAL HOLDINGS INC	155,200	$3.871M	0.4%	$25.35	—	COM	42805T105
—	HILL INTERNATIONAL INC	997,666	$3.831M	0.4%	$4.20	—	COM	431466101
—	NATIONAL OILWELL VARCO INC	55,825	$3.658M	0.4%	$69.45	—	COM	637071101
TRS	TRIMAS CORP	115,850	$3.625M	0.4%	$26.09	-9.5%	COM	896215209
—	JTH HOLDING INC	101,425	$3.625M	0.4%	$19.25	—	CL A	46637N103
—	TUMI HLDGS INC	148,050	$3.513M	0.4%	$20.56	—	COM	89969Q104
—	QUALITY DISTR INC FLA	324,000	$3.447M	0.4%	$11.24	—	COM	74756M102
—	VINCE HLDG CORP	131,200	$3.43M	0.4%	$26.30	—	COM	92719W108
—	TRINITY BIOTECH PLC	194,250	$3.401M	0.3%	$18.89	—	SPON ADR NEW	896438306
—	DENNYS CORP	329,000	$3.392M	0.3%	$5.62	—	COM	24869P104
WMB	WILLIAMS COS INC	75,100	$3.375M	0.3%	$27.12	+0.2%	COM	969457100
BKU	BANKUNITED INC	115,900	$3.358M	0.3%	$17.73	+19.6%	COM	06652K103
—	SBA COMMUNICATIONS CORP	30,000	$3.323M	0.3%	$110.77	—	COM	78388J106
ETN	EATON CORP PLC	47,900	$3.255M	0.3%	$50.28	+0.7%	SHS	G29183103
OXY	OCCIDENTAL PETROLEUM	39,600	$3.192M	0.3%	$57.87	+2.5%	COM	674599105
—	NXSTAGE MEDICAL INC	170,500	$3.057M	0.3%	$13.73	—	COM	67072V103
—	TANGOE INC	232,450	$3.029M	0.3%	$13.62	—	COM	87582Y108
—	GSI GROUP INC	199,300	$2.934M	0.3%	$8.33	—	COM NEW	36191C205
—	BLACKROCK INC	8,000	$2.86M	0.3%	$269.68	—	COM	09247X101
—	KRISPY KREME DOUGHNUTS INC	143,300	$2.829M	0.3%	$17.41	—	COM	501014104
—	GLOBAL BRASS & COPPR HLDGS INC	212,000	$2.79M	0.3%	$15.13	—	COM	37953G103
NDSN	NORDSON CORP	35,700	$2.783M	0.3%	$60.66	+10.9%	COM	655663102
—	CONTROL4 CORP	179,200	$2.754M	0.3%	$13.67	—	COM	21240D107
HOMB	HOME BANCSHARES INC	83,750	$2.693M	0.3%	$12.94	+19.8%	COM	436893200
DAR	DARLING INGREDIENTS INC	144,700	$2.628M	0.3%	$18.72	-3.4%	COM	237266101
—	MARKET VECTORS ETF TR	140,200	$2.577M	0.3%	$23.61	—	GOLD MINER ETF	57060U100
AWI	ARMSTRONG WORLD INDS	49,500	$2.53M	0.3%	$47.11	-2.2%	COM	04247X102
—	CUMULUS MEDIA INC	595,400	$2.519M	0.3%	$4.22	—	CL A	231082108
IRDM	IRIDIUM COMMUNICATIONS INC	254,573	$2.482M	0.3%	$6.99	+33.9%	COM	46269C102
RJF	RAYMOND JAMES FINANCIAL INC	43,050	$2.466M	0.3%	$24.09	+29.3%	COM	754730109
STZ	CONSTELLATION BRANDS INC	24,950	$2.449M	0.3%	$44.83	+74.9%	CL A	21036P108
—	MICHAELS COS INC	96,800	$2.394M	0.2%	$24.73	—	COM	59408Q106
CEVA	CEVA INC	130,750	$2.372M	0.2%	$15.64	+1.4%	COM	157210105
AVT	AVNET INC	54,600	$2.349M	0.2%	$25.70	+29.2%	COM	053807103
TRN	TRINITY INDS INC	82,950	$2.323M	0.2%	$18.05	-4.7%	COM	896522109
CWST	CASELLA WASTE SYSTEMS INC	552,130	$2.231M	0.2%	$4.15	-2.7%	CL A	147448104
ULTA	ULTA SALON COSMETCS & FRAG INC	17,325	$2.215M	0.2%	$102.07	+20.1%	COM	90384S303
OSK	OSHKOSH CORP	44,650	$2.172M	0.2%	$39.90	-4.4%	COM	688239201
CVS	CVS HEALTH CORP	22,300	$2.148M	0.2%	$41.44	+55.5%	COM	126650100
ATRC	ATRICURE INC	107,500	$2.142M	0.2%	$14.70	+16.7%	COM	04963C209
—	ROCKWOOD HOLDINGS INC	27,100	$2.135M	0.2%	$64.04	—	COM	774415103
—	SIRONA DENTAL SYSTEMS INC	24,425	$2.134M	0.2%	$68.31	—	COM	82966C103
CMI	CUMMINS INC	14,575	$2.101M	0.2%	$90.55	+15.5%	COM	231021106
—	BRIGHTCOVE INC	264,653	$2.059M	0.2%	$7.78	—	COM	10921T101
—	BEACON ROOFING SUPPLY INC	73,200	$2.035M	0.2%	$35.54	—	COM	073685109
—	APACHE CORP	32,200	$2.018M	0.2%	$83.58	—	COM	037411105
TJX	TJX COS INC NEW	29,400	$2.016M	0.2%	$27.33	0.0%	COM	872540109
—	JASON INDS INC	204,050	$2.01M	0.2%	$10.21	—	COM	471172106
GLW	CORNING INC	86,800	$1.99M	0.2%	$10.49	+44.9%	COM	219350105
ATRO	ASTRONICS CORP	35,450	$1.961M	0.2%	$14.55	+112.1%	COM	046433108
—	SP PLUS CORP	76,850	$1.939M	0.2%	$21.08	—	COM	78469C103
VCYT	VERACYTE INC	198,463	$1.917M	0.2%	$12.54	-37.8%	COM	92337F107
LULU	LULULEMON ATHLETICA INC	34,150	$1.905M	0.2%	$44.62	+2.2%	COM	550021109
—	MANITEX INTL INC	149,300	$1.898M	0.2%	$12.07	—	COM	563420108
CFFN	CAPITOL FEDERAL FINANCIAL INC	145,300	$1.857M	0.2%	$5.11	+16.4%	COM	14057J101
FSTR	FOSTER L B CO	38,061	$1.849M	0.2%	$46.12	+3.9%	COM	350060109
GBX	GREENBRIER COMPANIES INC	33,050	$1.776M	0.2%	$34.22	+21.7%	COM	393657101
—	NUANCE COMMUNICATIONS INC	123,750	$1.766M	0.2%	$16.42	—	COM	67020Y100
TCBI	TEXAS CAPITAL BANCSHARES INC	31,350	$1.703M	0.2%	$47.55	+19.3%	COM	88224Q107
—	NOBLE ENERGY CORP	35,500	$1.684M	0.2%	$65.36	—	COM	655044105
—	BANK OF THE OZARKS	43,600	$1.653M	0.2%	$38.38	—	COM	063904106
NEM	NEWMONT MINING CORP	84,450	$1.596M	0.2%	$21.59	-27.2%	COM	651639106
—	XOOM CORP	90,000	$1.576M	0.2%	$20.02	—	COM	98419Q101
BPOP	POPULAR INC	45,900	$1.563M	0.2%	$24.00	-1.5%	COM NEW	733174700
—	JDS UNIPHASE CORP	113,100	$1.552M	0.2%	$12.48	—	COM PAR $0.001	46612J507
—	IBERIABANK CORP	23,900	$1.55M	0.2%	$53.62	—	COM	450828108
TDC	TERADATA CORP	35,300	$1.542M	0.2%	$50.09	-14.5%	COM	88076W103
BLMN	BLOOMIN BRANDS INC	61,600	$1.525M	0.2%	$16.20	0.0%	COM	094235108
—	CELGENE CORP	13,500	$1.51M	0.2%	$85.87	—	COM	151020104
NWPX	NORTHWEST PIPE CO	49,250	$1.483M	0.2%	$28.84	+12.0%	COM	667746101
—	PHI INC	39,513	$1.478M	0.2%	$43.23	—	COM NON VTG	69336T205
TSQ	TOWNSQUARE MEDIA INC	109,500	$1.445M	0.1%	$12.52	0.0%	CL A	892231101
—	U S CONCRETE INC	50,150	$1.427M	0.1%	$27.14	—	COM NEW	90333L201
LYB	LYONDELLBASELL INDUSTRIES	17,950	$1.425M	0.1%	$41.98	+13.8%	SHS A	N53745100
COLB	COLUMBIA BKG SYS INC	50,400	$1.392M	0.1%	$12.82	+29.8%	COM	197236102
UPLD	UPLAND SOFTWARE INC	144,700	$1.383M	0.1%	$10.50	0.0%	COM	91544A109
—	MRC GLOBAL INC	89,500	$1.356M	0.1%	$27.57	—	COM	55345K103
—	CAMERON INTL CORP	26,900	$1.344M	0.1%	$61.08	—	COM	13342B105
HD	HOME DEPOT INC	12,750	$1.338M	0.1%	$61.14	+22.3%	COM	437076102
—	MCGRAW HILL COS INC	14,500	$1.29M	0.1%	$61.24	—	COM	580645109
—	U S G CORP	45,700	$1.279M	0.1%	$23.73	—	COM	903293405
UPBD	RENT A CENTER INC NEW	34,900	$1.268M	0.1%	$36.08	-10.7%	COM	76009N100
—	RIGNET INC	30,800	$1.264M	0.1%	$33.27	—	COM	766582100
—	FARO TECHNOLOGIES INC	19,800	$1.241M	0.1%	$44.29	—	COM	311642102
—	NIC INC	68,600	$1.234M	0.1%	$16.62	—	COM	62914B100
—	CARE COM INC	145,300	$1.203M	0.1%	$8.28	—	COM	141633107
GLD	SPDR GOLD TRUST	10,535	$1.197M	0.1%	$120.07	—	GOLD SHS	78463V107
JYNT	JOINT CORP	186,427	$1.189M	0.1%	$6.38	0.0%	COM	47973J102
—	DONNELLEY R R & SONS CO	70,708	$1.189M	0.1%	$17.84	—	COM	257867101
MLM	MARTIN MARIETTA MATLS INC	10,600	$1.169M	0.1%	$107.70	+0.4%	COM	573284106
CCS	CENTURY CMNTYS INC	67,500	$1.166M	0.1%	$17.03	-6.2%	COM	156504300
WAB	WABTEC CORP	13,400	$1.164M	0.1%	$49.35	+60.4%	COM	929740108
—	WORLD WRESTLING ENTMT INC	94,200	$1.162M	0.1%	$10.99	—	CL A	98156Q108
—	AMBER RD INC	110,200	$1.126M	0.1%	$10.22	—	COM	02318Y108
—	DESTINATION MATERNITY CORP	70,298	$1.121M	0.1%	$15.67	—	COM	25065D100
GBCI	GLACIER BANCORP INC NEW	39,250	$1.09M	0.1%	$18.51	+0.7%	COM	37637Q105
ESINQ	ITT EDUCATIONAL SERVICES INC	109,250	$1.05M	0.1%	$20.63	-58.9%	COM	45068B109
STRL	STERLING CONSTRUCTION CO INC	163,164	$1.043M	0.1%	$7.66	-5.2%	COM	859241101
—	ARIAD PHARMACEUTICALS INC	144,100	$990K	0.1%	$6.79	—	COM	04033A100
—	FTD COS INC	28,050	$977K	0.1%	$31.78	—	COM	30267U108
—	MULTI FINELINE ELECTRONIX INC	85,903	$965K	0.1%	$10.73	—	COM	62541B101
INTC	INTEL CORP	25,500	$925K	0.1%	$17.04	+56.3%	COM	458140100
MCS	MARCUS CORP	48,700	$901K	0.1%	$15.00	+10.8%	COM	566330106
BC	BRUNSWICK CORP	17,550	$900K	0.1%	$26.84	+45.2%	COM	117043109
—	SOLERA HOLDINGS INC	17,450	$893K	0.1%	$51.17	—	COM	83421A104
ALSN	ALLISON TRANSMISSION HLDGS INC	25,600	$868K	0.1%	$22.64	+16.7%	COM	01973R101
A	AGILENT TECHNOLOGIES INC	21,200	$866K	0.1%	$28.13	+30.9%	COM	00846U101
MWA	MUELLER WTR PRODS INC	83,700	$857K	0.1%	$5.87	+36.3%	COM SER A	624758108
—	WHITING PETROLEUM CORP	25,450	$840K	0.1%	$46.09	—	COM	966387102
LCNB	LCNB CORP	55,249	$833K	0.1%	$10.77	-16.8%	COM	50181P100
—	BORDERFREE INC	91,650	$821K	0.1%	$8.96	—	COM	09970L100
—	CONTINENTAL RESOURCES INC	20,950	$804K	0.1%	$55.94	—	COM	212015101
NNBR	NN INC	38,600	$794K	0.1%	$19.66	0.0%	COM	629337106
—	PRECISION CASTPARTS CORP	3,225	$777K	0.1%	$236.94	—	COM	740189105
—	CONTINENTAL BLDG PRODS INC	41,500	$736K	0.1%	$17.73	—	COM	211171103
KWR	QUAKER CHEM CORP	7,700	$709K	0.1%	$75.10	+7.3%	COM	747316107
—	FEI CO	7,550	$682K	0.1%	$90.75	—	COM	30241L109
—	TRISTATE CAP HLDGS INC	66,500	$681K	0.1%	$11.11	—	COM	89678F100
—	ISHARES	57,200	$643K	0.1%	$11.92	—	MSCI JAPAN ETF	464286848
LCUT	LIFETIME BRANDS INC	37,300	$642K	0.1%	$13.24	-3.1%	COM	53222Q103
—	GLOBAL POWER EQUIPMENT GRP INC	46,200	$638K	0.1%	$14.89	—	COM PAR $0.01	37941P306
BFH	ALLIANCE DATA SYSTEMS CORP	2,125	$608K	0.1%	$119.55	+58.1%	COM	018581108
CODI	COMPASS DIVERSIFIED HOLDINGS	37,243	$605K	0.1%	$8.13	0.0%	SH BEN INT	20451Q104
ECL	ECOLAB INC	5,725	$598K	0.1%	$74.20	+30.3%	COM	278865100
—	PINNACLE ENTMT INC	25,100	$558K	0.1%	$19.67	—	COM	723456109
—	INGRAM MICRO INC	20,100	$556K	0.1%	$21.67	—	CL A	457153104
JBHT	HUNT J B TRANS SVCS INC	6,500	$548K	0.1%	$66.87	+7.1%	COM	445658107
SPY	SPDR S&P 500 ETF TR	2,600	$534K	0.1%	$160.42	—	TR UNIT	78462F103
CCK	CROWN HOLDINGS INC	10,500	$534K	0.1%	$40.04	+14.4%	COM	228368106
LMAT	LEMAITRE VASCULAR INC	67,200	$514K	0.1%	$6.85	-6.7%	COM	525558201
—	SHARPS COMPLIANCE CORP	120,100	$512K	0.1%	$2.96	—	COM	820017101
—	JARDEN CORP	10,650	$510K	0.1%	$44.61	—	COM	471109108
—	NIELSEN N V	11,000	$492K	0.1%	$44.73	—	COM	N63218106
—	ORBCOMM INC	68,600	$449K	0.0%	$6.55	—	COM	68555P100
AOS	SMITH A O	7,700	$434K	0.0%	$20.13	+8.7%	COM	831865209
—	PEAK RESORTS INC	53,200	$426K	0.0%	$8.01	—	COM	70469L100
IBM	INTL BUSINESS MACHS CORP	2,635	$423K	0.0%	$117.34	-14.4%	COM	459200101
CSV	CARRIAGE SVCS INC	19,994	$419K	0.0%	$15.06	+12.1%	COM	143905107
CRWS	CROWN CRAFTS INC	47,750	$371K	0.0%	$3.44	-3.3%	COM	228309100
—	ANADARKO PETROLEUM CORP	4,175	$344K	0.0%	$83.67	—	COM	032511107
—	FRANKS INTL N V	20,150	$335K	0.0%	$25.07	—	COM	N33462107
—	OMNOVA SOLUTIONS INC	38,850	$316K	0.0%	$8.01	—	COM	682129101
ASB	ASSOCIATED BANC CORP	15,500	$289K	0.0%	$9.98	+26.4%	COM	045487105
GWW	GRAINGER WW INC	1,075	$274K	0.0%	$210.51	-2.2%	COM	384802104
HOLX	HOLOGIC INC	9,100	$243K	0.0%	$23.37	+10.5%	COM	436440101
MCD	MCDONALDS CORP	2,575	$241K	0.0%	$71.41	-1.2%	COM	580135101
IDXX	IDEXX LABS INC	1,500	$222K	0.0%	$59.10	+18.6%	COM	45168D104
MMM	3M CO	1,340	$220K	0.0%	$75.46	+18.8%	COM	88579Y101
AIR	AAR CORP	7,300	$203K	0.0%	$17.96	+36.8%	COM	000361105
MA	MASTERCARD INC	2,350	$202K	0.0%	$71.87	+6.2%	CL A	57636Q104
PNC	PNC FINANCIAL SERVICES GROUP	2,150	$196K	0.0%	$47.34	+29.6%	COM	693475105
IWM	ISHARES	1,400	$167K	0.0%	$118.97	—	RUSSELL 2000 ETF	464287655
—	TIDEWATER INC	5,000	$162K	0.0%	$49.16	—	COM	886423102
TBHC	KIRKLANDS INC	6,706	$159K	0.0%	$18.40	0.0%	COM	497498105
—	POWERSHARES QQQ TRUST	1,200	$124K	0.0%	$71.54	—	UNIT SER 1	73935A104
NTIC	NORTHERN TECHNOLOGIES INTL	5,598	$119K	0.0%	$5.99	+48.4%	COM	665809109
LFUS	LITTELFUSE INC	1,100	$106K	0.0%	$70.35	+32.0%	COM	537008104
DE	DEERE & CO	1,200	$106K	0.0%	$69.11	+2.2%	COM	244199105
—	WSI INDS INC	18,225	$104K	0.0%	$6.05	—	COM	92932Q102
HOG	HARLEY DAVIDSON INC	1,200	$79,000	0.0%	$61.39	+5.2%	COM	412822108
SYK	STRYKER CORP	800	$75,000	0.0%	$66.21	+17.6%	COM	863667101
CAR	AVIS BUDGET GROUP	1,050	$70,000	0.0%	$28.40	+91.4%	COM	053774105
—	PRAXAIR INC	500	$65,000	0.0%	$121.10	—	COM	74005P104
—	DRESSER RAND GROUP INC	700	$57,000	0.0%	$60.24	—	COM	261608103
ZBH	ZIMMER HOLDINGS INC	500	$57,000	0.0%	$81.50	+18.0%	COM	98956P102
TGT	TARGET CORP	700	$53,000	0.0%	$47.40	+2.5%	COM	87612E106
—	NOBLE CORP PLC	3,200	$53,000	0.0%	$37.46	—	SHS USD	G65431101
AME	AMETEK INC	900	$47,000	0.0%	$44.28	+6.4%	COM	031100100
—	CELLULAR DYNAMICS INTL INC	6,678	$43,000	0.0%	$15.03	—	COM	15117V109
KBR	KBR INC	1,600	$27,000	0.0%	$22.29	-31.8%	COM	48242W106
—	CASTLE AM & CO	3,300	$26,000	0.0%	$12.32	—	COM	148411101
POOL	POOL CORP	414	$26,000	0.0%	$43.50	+19.3%	COM	73278L105
TITN	TITAN MACHINERY INC	1,500	$21,000	0.0%	$18.86	-27.8%	COM	88830R101
CNK	CINEMARK HOLDINGS	500	$18,000	0.0%	$23.13	+24.1%	COM	17243V102
—	MCDERMOTT INTL INC	4,400	$13,000	0.0%	$6.28	—	COM	580037109
PH	PARKER HANNIFIN CORP	50	$6,000	0.0%	$75.97	+34.3%	COM	701094104
ACCO	ACCO BRANDS INC	600	$5,000	0.0%	$4.71	+22.1%	COM	00081T108
—	CONNS INC	200	$4,000	0.0%	$38.85	—	COM	208242107
—	CALIFORNIA RES CORP	280	$2,000	0.0%	$7.14	—	COM	13057Q107