Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Walgreen Co.	2,335,615	$173M	4.1%	$44.46	—	COM	931422109
—	Valeant Pharmaceuticals International, Inc.	1,328,220	$168M	4.0%	$87.84	—	COM	91911K102
AMG	Affiliated Managers Group, Inc.	678,435	$139M	3.3%	$154.13	+21.4%	COM	008252108
GILD	Gilead Sciences, Inc.	1,670,135	$138M	3.3%	$37.74	+43.3%	COM	375558103
ORLY	O'Reilly Automotive, Inc.	760,334	$115M	2.7%	$7.25	+36.1%	COM	67103H107
TMO	Thermo Fisher Scientific Inc.	965,976	$114M	2.7%	$80.44	+41.0%	COM	883556102
SNA	Snap-on Incorporated	946,850	$112M	2.7%	$66.70	+33.5%	COM	833034101
—	Aon plc	1,236,220	$111M	2.6%	$66.28	—	SHS CL A	G0408V102
MSFT	Microsoft Corporation	2,430,050	$101M	2.4%	$27.79	+22.2%	COM	594918104
CBRE	CBRE Group Inc.	3,008,715	$96.4M	2.3%	$23.90	+20.8%	CL A	12504L109
KMI	Kinder Morgan, Inc.	2,548,765	$92.42M	2.2%	$20.08	-6.3%	COM	49456B101
BALL	Ball Corporation	1,474,436	$92.42M	2.2%	$19.86	+31.1%	COM	058498106
DVA	DaVita HealthCare Partners Inc.	1,193,598	$86.32M	2.1%	$59.25	+17.4%	COM	23918K108
—	Gannett Co., Inc.	2,737,285	$85.7M	2.0%	$27.03	—	COM	364730101
LKQ	LKQ Corporation	3,153,423	$84.16M	2.0%	$21.79	+13.9%	COM	501889208
GWW	W.W. Grainger, Inc.	295,070	$75.03M	1.8%	$202.19	+4.5%	COM	384802104
PII	Polaris Industries Inc.	566,979	$73.84M	1.8%	$91.61	+44.6%	COM	731068102
—	Kinder Morgan Management, LLC	913,368	$72.09M	1.7%	$82.74	—	SHS	49455U100
ATR	AptarGroup, Inc.	1,055,260	$70.71M	1.7%	$47.09	+19.7%	COM	038336103
—	Johnson Controls, Inc.	1,412,140	$70.51M	1.7%	$49.21	—	COM	478366107
CPRT	Copart, Inc.	1,936,585	$69.64M	1.7%	$4.20	+7.2%	COM	217204106
ORCL	Oracle Corporation	1,642,765	$66.58M	1.6%	$30.05	+15.4%	COM	68389X105
—	ACE Limited	625,310	$64.84M	1.5%	$100.46	—	SHS	H0023R105
PFE	Pfizer Inc.	2,154,230	$63.94M	1.5%	$17.22	+1.9%	COM	717081103
—	Covidien plc	691,815	$62.39M	1.5%	$62.98	—	SHS	G2554F105
PM	Philip Morris International Inc.	729,970	$61.54M	1.5%	$49.07	-1.7%	COM	718172109
MA	MasterCard Incorporated	736,125	$54.08M	1.3%	$70.33	-1.6%	CL A	57636Q104
—	Nielsen Holdings N.V.	968,860	$46.9M	1.1%	$40.35	—	COM	N63218106
—	C.R. Bard, Inc.	320,130	$45.78M	1.1%	$109.52	—	COM	067383109
MTD	Mettler-Toledo International Inc.	165,910	$42.01M	1.0%	$213.80	+12.4%	COM	592688105
—	Celgene Corporation	474,120	$40.72M	1.0%	$85.88	—	COM	151020104
—	ADT Corporation (The)	1,090,090	$38.09M	0.9%	$34.94	—	COM	00101J106
SCL	Stepan Company	682,013	$36.05M	0.9%	$56.48	-0.6%	COM	858586100
RMD	ResMed Inc.	658,470	$33.34M	0.8%	$39.00	+9.3%	COM	761152107
PAG	Penske Automotive Group, Inc.	659,832	$32.66M	0.8%	$31.35	+45.6%	COM	70959W103
—	Popeyes Louisiana Kitchen, Inc.	621,053	$27.15M	0.6%	$42.40	—	COM	732872106
SENEA	Seneca Foods Corporation	885,561	$27.1M	0.6%	$32.89	-9.3%	CL A	817070501
—	Tupperware Brands Corporation	319,665	$26.75M	0.6%	$78.61	—	COM	899896104
VYX	NCR Corporation	761,775	$26.73M	0.6%	$19.82	+1.9%	COM	62886E108
CAH	Cardinal Health, Inc.	379,625	$26.03M	0.6%	$33.30	+49.1%	COM	14149Y108
MCHP	Microchip Technology Inc.	473,680	$23.12M	0.5%	$13.83	+35.0%	COM	595017104
—	Willis Group Holdings Ltd.	530,175	$22.96M	0.5%	$41.08	—	SHS	G96655108
CNK	Cinemark Holdings, Inc.	621,980	$21.99M	0.5%	$24.78	+0.7%	COM	17243V102
OPLN	KAR Auction Services, Inc.	647,945	$20.65M	0.5%	$8.47	+36.3%	COM	48238T109
SBH	Sally Beauty Holdings, Inc.	735,766	$18.45M	0.4%	$29.99	-13.9%	COM	79546E104
WMB	Williams Companies, Inc. (The)	285,075	$16.59M	0.4%	$18.02	+34.2%	COM	969457100
NUS	Nu Skin Enterprises, Inc.	221,015	$16.35M	0.4%	$51.88	+4.0%	CL A	67018T105
TFX	Teleflex Incorporated	144,330	$15.24M	0.4%	$72.96	+32.8%	COM	879369106
—	FirstMerit Corporation	760,365	$15.02M	0.4%	$20.07	—	COM	337915102
APAM	Artisan Partners Asset Management Inc.	255,770	$14.5M	0.3%	$19.36	+2.2%	CL A	04316A108
—	IHS Inc.	105,085	$14.26M	0.3%	$106.24	—	CL A	451734107
TGT	Target Corporation	242,815	$14.07M	0.3%	$44.32	-6.1%	COM	87612E106
—	CenturyLink, Inc.	358,400	$12.97M	0.3%	$31.85	—	COM	156700106
DMLP	Dorchester Minerals, L.P.	419,754	$12.82M	0.3%	$24.65	—	COM UNIT	25820R105
PNC	PNC Financial Services Group, Inc.	142,555	$12.69M	0.3%	$47.34	+26.3%	COM	693475105
—	FleetCor Technologies, Inc.	95,100	$12.53M	0.3%	$81.30	—	COM	339041105
IEX	IDEX Corporation	154,895	$12.51M	0.3%	$45.08	+44.0%	COM	45167R104
KMX	CarMax, Inc.	235,380	$12.24M	0.3%	$45.40	+0.0%	COM	143130102
PSMT	PriceSmart, Inc.	140,500	$12.23M	0.3%	$74.86	+7.8%	COM	741511109
—	Nordstrom, Inc.	179,855	$12.22M	0.3%	$59.62	—	COM	655664100
—	Vantiv, Inc.	344,700	$11.59M	0.3%	$28.08	—	CL A	92210H105
WAB	Westinghouse Air Brake Technologies Corporation	140,135	$11.57M	0.3%	$49.35	+46.6%	COM	929740108
T	AT&T Inc.	327,005	$11.56M	0.3%	$11.25	+4.7%	COM	00206R102
GEF/B	Greif, Inc.	192,614	$11.54M	0.3%	$29.84	+10.7%	CL B	397624206
R	Ryder System, Inc.	130,350	$11.48M	0.3%	$60.21	+39.1%	COM	783549108
PAA	Plains All American Pipeline, L.P.	184,909	$11.1M	0.3%	$55.33	—	UNIT LTD PARTN	726503105
—	DENTSPLY International Inc.	227,185	$10.76M	0.3%	$40.96	—	COM	249030107
PRGO	Perrigo Company plc	72,560	$10.58M	0.3%	$146.03	-3.0%	COM	G97822103
—	Ulta Salon, Cosmetics & Fragrance, Inc.	115,210	$10.53M	0.3%	$100.16	—	COM	903845303
—	Plum Creek Timber Company, Inc.	233,480	$10.53M	0.3%	$45.55	—	COM	729251108
—	Six Flags Entertainment Corporation	247,345	$10.52M	0.3%	$35.37	—	COM	83001A102
FAST	Fastenal Co.	211,600	$10.47M	0.2%	$8.84	+3.0%	COM	311900104
DIN	DineEquity, Inc.	131,250	$10.43M	0.2%	$40.96	+17.3%	COM	254423106
MCD	McDonald's Corporation	103,315	$10.41M	0.2%	$71.26	+5.0%	COM	580135101
—	Jarden Corporation	174,165	$10.34M	0.2%	$43.75	—	COM	471109108
AME	AMETEK, Inc.	197,685	$10.33M	0.2%	$38.40	+26.5%	COM	031100100
WSM	Williams-Sonoma, Inc.	143,130	$10.27M	0.2%	$20.13	+24.7%	COM	969904101
UHS	Universal Health Services, Inc.	107,275	$10.27M	0.2%	$77.32	+6.5%	CL B	913903100
UHAL	AMERCO	34,965	$10.17M	0.2%	$26.42	0.0%	COM	023586100
—	West Corporation	378,300	$10.14M	0.2%	$22.54	—	COM	952355204
BGS	B&G Foods, Inc.	308,930	$10.1M	0.2%	$13.14	+5.6%	COM	05508R106
CHKP	Check Point Software Technologies Ltd.	148,825	$9.975M	0.2%	$48.11	+36.6%	ORD	M22465104
PRA	ProAssurance Corporation	221,875	$9.851M	0.2%	$45.50	-1.7%	COM	74267C106
—	Avago Technologies Limited	135,125	$9.738M	0.2%	$37.38	—	COM	Y0486S104
ORI	Old Republic International Corporation	566,480	$9.369M	0.2%	$5.60	+32.3%	COM	680223104
ALSN	Allison Transmission Holdings, Inc.	300,270	$9.338M	0.2%	$21.45	+15.8%	COM	01973R101
—	Williams Partners L.P.	171,640	$9.318M	0.2%	$51.60	—	COM UNIT LP	96950F104
—	Airgas, Inc.	85,075	$9.265M	0.2%	$95.45	—	COM	009363102
TSCO	Tractor Supply Company	152,650	$9.22M	0.2%	$10.15	+9.3%	COM	892356106
TJX	TJX Companies, Inc. (The)	170,475	$9.06M	0.2%	$20.82	+16.9%	COM	872540109
—	Time Warner Inc.	128,750	$9.044M	0.2%	$57.81	—	COM	887317303
PNR	Pentair plc	125,100	$9.022M	0.2%	$41.76	0.0%	SHS	G7S00T104
—	Cameron International Corporation	130,230	$8.817M	0.2%	$60.93	—	COM	13342B105
—	ANSYS, Inc.	114,800	$8.704M	0.2%	$73.10	—	COM	03662Q105
—	Whiting Petroleum Corporation	107,995	$8.666M	0.2%	$46.09	—	COM	966387102
—	Thomson Reuters Corporation	237,695	$8.642M	0.2%	$32.57	—	COM	884903105
RJF	Raymond James Financial, Inc.	170,160	$8.632M	0.2%	$24.09	+16.9%	COM	754730109
—	BE Aerospace, Inc.	90,085	$8.331M	0.2%	$63.08	—	COM	073302101
MAT	Mattel, Inc.	212,770	$8.291M	0.2%	$44.23	-12.3%	COM	577081102
FISV	Fiserv, Inc.	136,619	$8.24M	0.2%	$21.96	+35.0%	COM	337738108
TROW	T. Rowe Price Group, Inc.	97,595	$8.237M	0.2%	$47.69	+11.5%	COM	74144T108
—	Mylan Inc.	155,925	$8.039M	0.2%	$51.56	—	COM	628530107
—	Cooper Companies, Inc. (The)	59,100	$8.009M	0.2%	$119.59	—	COM	216648402
RSG	Republic Services, Inc.	208,405	$7.913M	0.2%	$26.37	+8.2%	COM	760759100
SWK	Stanley Black & Decker, Inc.	88,720	$7.791M	0.2%	$56.98	+11.4%	COM	854502101
LEG	Leggett & Platt, Incorporated	225,300	$7.723M	0.2%	$32.56	+2.3%	COM	524660107
FIS	Fidelity National Information Services, Inc.	140,399	$7.685M	0.2%	$34.36	+27.9%	COM	31620M106
—	Genesee & Wyoming Inc.	72,565	$7.619M	0.2%	$97.57	—	CL A	371559105
INN	Summit Hotel Properties, Inc.	717,090	$7.601M	0.2%	$9.45	—	COM	866082100
—	Dunkin' Brands Group, Inc.	165,160	$7.565M	0.2%	$48.06	—	COM	265504100
—	Red Hat, Inc.	130,130	$7.192M	0.2%	$48.30	—	COM	756577102
—	Altera Corporation	200,210	$6.959M	0.2%	$32.99	—	COM	021441100
REGN	Regeneron Pharmaceuticals, Inc.	24,525	$6.927M	0.2%	$274.05	+7.5%	COM	75886F107
MELI	MercadoLibre, Inc.	72,255	$6.893M	0.2%	$105.85	-18.6%	COM	58733R102
WPC	W.P. Carey Inc.	106,510	$6.859M	0.2%	$66.16	—	COM	92936U109
—	InterContinental Hotels Group PLC	165,159	$6.855M	0.2%	$27.47	—	SPONS ADR NEW	45857P301
FBIN	Fortune Brands Home & Security, Inc.	165,145	$6.594M	0.2%	$29.14	0.0%	COM	34964C106
—	Stericycle, Inc.	55,050	$6.519M	0.2%	$111.98	—	COM	858912108
—	VeriFone Systems, Inc.	171,665	$6.308M	0.1%	$25.88	—	COM	92342Y109
—	Starwood Hotels & Resorts Worldwide, Inc.	77,560	$6.268M	0.1%	$63.19	—	COM	85590A401
PAYX	Paychex, Inc.	147,115	$6.114M	0.1%	$25.02	+15.1%	COM	704326107
—	Monster Beverage Corporation	85,070	$6.042M	0.1%	$60.77	—	COM	611740101
RPM	RPM International, Inc.	129,472	$5.979M	0.1%	$32.11	+34.9%	COM	749685103
—	Knight Transportation, Inc.	238,265	$5.663M	0.1%	$16.76	—	COM	499064103
—	Kraft Foods Group, Inc.	93,575	$5.609M	0.1%	$55.86	—	COM	50076Q106
JAZZ	Jazz Pharmaceuticals public limited company	38,035	$5.591M	0.1%	$84.48	+64.2%	SHS USD	G50871105
—	STERIS Corporation	104,465	$5.586M	0.1%	$42.87	—	COM	859152100
—	Continental Resources, Inc.	35,345	$5.585M	0.1%	$86.05	—	COM	212015101
FFIV	F5 Networks, Inc.	50,050	$5.577M	0.1%	$105.98	+1.6%	COM	315616102
—	Roadrunner Transportation Systems, Inc.	197,080	$5.537M	0.1%	$27.22	—	COM	76973Q105
MIDD	Middleby Corporation (The)	65,760	$5.439M	0.1%	$74.08	+11.1%	COM	596278101
HOG	Harley-Davidson, Inc.	75,070	$5.243M	0.1%	$55.65	+26.6%	COM	412822108
—	Syntel, Inc.	59,130	$5.082M	0.1%	$67.19	—	COM	87162H103
—	Concho Resources Inc.	35,040	$5.063M	0.1%	$83.71	—	COM	20605P101
WEX	WEX Inc.	47,875	$5.025M	0.1%	$74.24	+28.7%	COM	96208T104
MRSH	Marsh & McLennan Companies, Inc.	95,480	$4.947M	0.1%	$31.19	+29.9%	COM	571748102
—	EnLink Midstream, LLC	116,085	$4.836M	0.1%	$33.94	—	COM UNIT REP LTD	29336T100
JKHY	Jack Henry and Associates, Inc.	80,820	$4.803M	0.1%	$39.46	+25.2%	COM	426281101
CFR	Cullen/Frost Bankers, Inc.	60,060	$4.769M	0.1%	$43.57	+25.7%	COM	229899109
FTNT	Fortinet, Inc.	189,580	$4.764M	0.1%	$3.98	+12.4%	COM	34959E109
—	Juniper Networks, Inc.	190,175	$4.666M	0.1%	$24.54	—	COM	48203R104
—	Bally Technologies, Inc.	70,715	$4.647M	0.1%	$57.51	—	COM	05874B107
OMCL	Omnicell, Inc.	161,565	$4.638M	0.1%	$18.46	+46.2%	COM	68213N109
—	Siron Dental Systems, Inc.	55,480	$4.574M	0.1%	$65.91	—	COM	82966C103
BWA	BorgWarner Inc.	70,100	$4.569M	0.1%	$34.18	+36.0%	COM	099724106
RRX	Regal-Beloit Corporation	58,070	$4.561M	0.1%	$69.28	+9.5%	COM	758750103
—	DealerTrack Holdings, Inc.	97,570	$4.423M	0.1%	$35.92	—	COM	242309102
MRTN	Marten Transport, Ltd.	196,452	$4.39M	0.1%	$4.79	+56.2%	COM	573075108
EEFT	Euronet Worldwide, Inc.	90,860	$4.383M	0.1%	$31.50	+44.3%	COM	298736109
CSV	Carriage Services, Inc.	252,415	$4.323M	0.1%	$16.43	-8.3%	COM	143905107
GNRC	Generac Holdings Inc.	88,355	$4.306M	0.1%	$35.51	+48.1%	COM	368736104
—	EnLink Midstream Partners, LP	134,350	$4.222M	0.1%	$30.42	—	COM UNIT REP LTD	29336U107
NPK	National Presto Industries, Inc.	57,950	$4.221M	0.1%	$76.01	-5.5%	COM	637215104
—	IBERIABANK Corporation	60,820	$4.208M	0.1%	$53.31	—	COM	450828108
—	Rosetta Resources, Inc.	76,710	$4.207M	0.1%	$44.71	—	COM	777779307
—	Rexnord Corporation	146,445	$4.122M	0.1%	$27.00	—	COM	76169B102
PBH	Prestige Brands Holdings, Inc.	121,125	$4.104M	0.1%	$28.19	+13.6%	COM	74112D101
GMED	Globus Medical, Inc.	171,550	$4.103M	0.1%	$15.62	+54.4%	CL A	379577208
HP	Helmerich & Payne, Inc.	35,030	$4.067M	0.1%	$61.57	+77.9%	COM	423452101
ACHC	Acadia Healthcare Company, Inc.	88,365	$4.02M	0.1%	$37.05	+18.6%	COM	00404A109
DORM	Dorman Products, Inc.	80,760	$3.983M	0.1%	$42.51	+28.3%	COM	258278100
CBU	Community Bank System, Inc.	109,545	$3.965M	0.1%	$19.67	+30.7%	COM	203607106
ABT	Abbott Laboratories	51,345	$3.963M	0.1%	$31.42	+0.2%	COM	002824100
—	Bottomline Technologies (de), Inc.	131,340	$3.929M	0.1%	$25.46	—	COM	101388106
EVTC	EVERTEC, Inc.	161,600	$3.917M	0.1%	$21.12	+0.1%	COM	30040P103
CHD	Church Dwight Co., Inc.	55,050	$3.85M	0.1%	$27.30	+7.5%	COM	171340102
—	Xilinx, Inc.	80,075	$3.788M	0.1%	$39.60	—	COM	983919101
GNTX	Gentex Corporation	130,125	$3.785M	0.1%	$14.60	0.0%	COM	371901109
—	Delphi Automotive PLC	55,050	$3.784M	0.1%	$67.85	—	SHS	G27823106
—	Cardtronics, Inc.	110,945	$3.781M	0.1%	$28.17	—	COM	14161H108
—	Cavium, Inc.	75,710	$3.759M	0.1%	$39.04	—	COM	14964U108
FFBC	First Financial Bancorp.	218,354	$3.757M	0.1%	$9.86	+10.0%	COM	320209109
THO	Thor Industries, Inc.	65,660	$3.734M	0.1%	$31.55	+51.2%	COM	885160101
—	WhiteWave Foods Company (The)	115,110	$3.726M	0.1%	$22.94	—	COM CL A	966244105
—	Tangoe, Inc.	247,380	$3.725M	0.1%	$16.24	—	COM	87582Y108
HBAN	Huntington Bancshares Incorporated	390,385	$3.724M	0.1%	$6.03	-0.4%	COM	446150104
—	SM Energy Company	43,410	$3.65M	0.1%	$61.29	—	COM	792228108
HUBG	Hub Group, Inc. - Class A	72,350	$3.646M	0.1%	$18.55	+22.9%	CL A	443320106
—	Dril-Quip, Inc.	33,315	$3.639M	0.1%	$90.28	—	COM	262037104
—	TreeHouse Foods, Inc.	45,435	$3.637M	0.1%	$65.52	—	COM	89469A104
MORN	Morningstar, Inc.	50,430	$3.621M	0.1%	$69.29	+5.5%	COM	617700109
—	SunTrust Banks, Inc.	90,075	$3.608M	0.1%	$39.80	—	COM	867914103
UNFI	United Natural Foods, Inc.	55,175	$3.591M	0.1%	$51.91	+28.8%	COM	911163103
MMSI	Merit Medical Systems, Inc.	237,405	$3.584M	0.1%	$10.72	+29.2%	COM	589889104
WWD	Walt Disney Company (The)	70,958	$3.571M	0.1%	$34.67	+21.4%	COM DISNEY	980745103
BRO	Brown & Brown, Inc.	116,085	$3.564M	0.1%	$13.98	-3.9%	COM	115236101
—	SP Plus Corporation	166,655	$3.564M	0.1%	$26.03	—	COM	78469C103
—	Atwood Oceanics, Inc.	67,835	$3.559M	0.1%	$52.48	—	COM	050095108
—	A.O. Smith Corporation	71,650	$3.552M	0.1%	$36.28	—	COM	04544X300
MNRO	Monro Muffler Brake, Inc.	65,655	$3.492M	0.1%	$44.03	+24.6%	COM	610236101
—	HeartWare International, Inc.	39,370	$3.484M	0.1%	$89.10	—	COM	422368100
—	Ascena Retail Group Inc.	202,165	$3.457M	0.1%	$17.36	—	COM	04351G101
LZB	La-Z-Boy Incorporated	146,310	$3.39M	0.1%	$18.51	+33.6%	COM	505336107
—	Pier 1 Imports, Inc.	217,190	$3.346M	0.1%	$22.34	—	COM	720279108
RBC	RBC Bearings	50,510	$3.235M	0.1%	$49.24	+25.9%	COM	75524B104
—	Beacon Roofing Supply, Inc.	95,890	$3.175M	0.1%	$37.87	—	COM	073685109
—	InnerWorkings, Inc.	368,855	$3.135M	0.1%	$10.85	—	COM	45773Y105
—	MWI Veterinary Supply, Inc.	21,710	$3.082M	0.1%	$123.23	—	COM	55402X105
—	Tornier N.V.	131,465	$3.073M	0.1%	$21.19	—	SHS	N87237108
FDS	Factset Research Systems Inc.	25,240	$3.035M	0.1%	$83.78	+14.6%	COM	303075105
—	G&K Services, Inc.	55,535	$2.891M	0.1%	$52.06	—	CL A	361268105
QLYS	Qualys, Inc.	111,105	$2.852M	0.1%	$14.26	+59.4%	COM	74758T303
—	Cyberonics, Inc.	45,425	$2.837M	0.1%	$51.95	—	COM	23251P102
WDAY	Workday, Inc.	30,235	$2.716M	0.1%	$62.77	+25.4%	CL A	98138H101
—	Krispy Kreme Doughnuts, Inc.	166,685	$2.663M	0.1%	$17.62	—	COM	501014104
—	Echo Global Logistics, Inc.	138,875	$2.662M	0.1%	$19.49	—	COM	27875T101
—	Thoratec Corporation	75,670	$2.637M	0.1%	$31.30	—	COM	885175307
GBCI	Glacier Bancorp, Inc.	85,805	$2.435M	0.1%	$12.75	+43.2%	COM	37637Q105
—	GNC Holdings, Inc.	70,785	$2.413M	0.1%	$44.21	—	COM CL A	36191G107
XPO	XPO Logistics, Inc.	80,805	$2.312M	0.1%	$9.14	0.0%	COM	983793100
JACK	Jack in the Box Inc.	37,875	$2.266M	0.1%	$54.49	+5.2%	COM	466367109
EAT	Brinker International, Inc.	45,400	$2.208M	0.1%	$32.07	+29.9%	COM	109641100
PODD	Insulet Corporation	54,985	$2.181M	0.1%	$33.00	+16.5%	COM	45784P101
PANW	Palo Alto Networks, Inc.	25,255	$2.117M	0.1%	$8.24	+41.7%	COM	697435105
—	TECHNE Corporation	20,175	$1.867M	0.0%	$80.04	—	COM	878377100
—	Vitamin Shoppe, Inc.	42,925	$1.846M	0.0%	$51.43	—	COM	92849E101
—	comScore, Inc.	50,000	$1.774M	0.0%	$24.39	—	COM	20564W105
—	Waddell & Reed Financial, Inc.	25,220	$1.578M	0.0%	$43.50	—	CL A	930059100
QCOM	QUALCOMM Incorporated	15,070	$1.193M	0.0%	$45.44	+26.1%	COM	747525103
—	EMC Corporation	35,400	$932K	0.0%	$23.65	—	COM	268648102
DXCM	DexCom, Inc.	22,500	$892K	0.0%	$4.79	+85.0%	COM	252131107
TRV	Travelers Companies, Inc. (The)	8,085	$760K	0.0%	$63.44	+11.2%	COM	89417E109
CNA	CNA Financial Corporation	17,900	$723K	0.0%	$16.95	+4.4%	COM	126117100
PEP	Pepsico, Inc.	7,500	$670K	0.0%	$56.00	+8.8%	COM	713448108
SYK	Stryker Corporation	7,800	$657K	0.0%	$56.92	+25.0%	COM	863667101
COR	AmerisourceBergen Corporation	7,600	$552K	0.0%	$38.92	+28.0%	COM	03073E105
EMR	Emerson Electric Co.	8,200	$544K	0.0%	$40.32	+21.8%	COM	291011104
ITW	Illinois Tool Works Inc.	4,700	$411K	0.0%	$49.85	+31.3%	COM	452308109
MSM	MSC Industrial Direct Co., Inc.	3,300	$315K	0.0%	$80.58	+12.8%	CL A	553530106
MET	MetLife, Inc.	4,000	$222K	0.0%	$31.84	0.0%	COM	59156R108
CBSH	Commerce Bancshares, Inc.	4,614	$214K	0.0%	$21.59	+13.7%	COM	200525103
AXP	American Express Company	2,000	$189K	0.0%	$76.40	0.0%	COM	025816109
—	HCC Insurance Holdings, Inc.	3,600	$176K	0.0%	$43.10	—	COM	404132102
HYG	iShares iBoxx $ High Yield Corporate Bond Fund	1,500	$142K	0.0%	$93.11	—	HIGH YLD CORP	464288513
CVX	Chevron Corporation	600	$78,000	0.0%	$71.30	+6.5%	COM	166764100
—	SPDR Barclays Capital High Yield Bond ETF	1,500	$62,000	0.0%	$40.22	—	BRCLYS YLD ETF	78464A417
GPC	Genuine Parts Company	700	$61,000	0.0%	$54.12	+13.9%	COM	372460105
NNN	National Retail Properties, Inc.	1,400	$52,000	0.0%	$34.38	—	COM	637417106
CVS	CVS/Caremark Corp.	692	$52,000	0.0%	$41.44	+32.5%	COM	126650100
HD	Home Depot, Inc. (The)	500	$40,000	0.0%	$56.31	+6.7%	COM	437076102
JNJ	Johnson & Johnson	300	$31,000	0.0%	$59.66	+22.6%	COM	478160104
INTC	Intel Corporation	1,000	$30,000	0.0%	$17.11	+20.9%	COM	458140100
—	Kinder Morgan Energy Partners, L.P.	300	$24,000	0.0%	$83.33	—	UT LTD PARTNER	494550106
BDX	Becton, Dickinson and Company	200	$23,000	0.0%	$78.11	+21.3%	COM	075887109
V	Visa Inc.	87	$18,000	0.0%	$41.00	+17.5%	COM CL A	92826C839
RHI	Robert Half International Inc.	250	$11,000	0.0%	$36.84	+21.6%	COM	770323103