Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Valeant Pharmaceuticals International, Inc.	1,354,455	$269M	5.1%	$88.93	—	COM	91911K102
—	Walgreens Boots Alliance, Inc.	2,190,450	$185M	3.5%	$76.20	—	COM	931427108
GILD	Gilead Sciences, Inc.	1,879,035	$184M	3.5%	$45.62	+54.7%	COM	375558103
AMG	Affiliated Managers Group, Inc.	784,600	$169M	3.2%	$159.77	+27.9%	COM	008252108
SNA	Snap-on Incorporated	915,725	$135M	2.5%	$66.70	+64.1%	COM	833034101
TMO	Thermo Fisher Scientific Inc.	982,590	$132M	2.5%	$81.07	+53.8%	COM	883556102
KMI	Kinder Morgan, Inc.	3,071,789	$129M	2.4%	$21.27	+12.2%	COM	49456B101
ORLY	O'Reilly Automotive, Inc.	591,722	$128M	2.4%	$7.25	+85.4%	COM	67103H107
—	ADT Corporation (The)	2,988,445	$124M	2.3%	$35.33	—	COM	00101J106
—	Aon plc	1,286,940	$124M	2.3%	$67.56	—	SHS CL A	G0408V102
—	Gannett Co., Inc.	3,141,740	$116M	2.2%	$27.50	—	COM	364730101
CBRE	CBRE Group Inc.	3,004,040	$116M	2.2%	$23.90	+44.3%	CL A	12504L109
LKQ	LKQ Corporation	4,158,907	$106M	2.0%	$22.26	+4.4%	COM	501889208
BALL	Ball Corporation	1,502,826	$106M	2.0%	$20.06	+54.4%	COM	058498106
DVA	DaVita HealthCare Partners Inc.	1,211,318	$98.45M	1.9%	$59.56	+28.8%	COM	23918K108
MSFT	Microsoft Corporation	2,401,070	$97.61M	1.8%	$27.94	+33.3%	COM	594918104
PFE	Pfizer Inc.	2,769,290	$96.34M	1.8%	$17.37	+15.8%	COM	717081103
—	Plains GP Holdings, L.P.	3,373,600	$95.71M	1.8%	$28.37	—	SHS A REP LTPN	72651A108
—	Johnson Controls, Inc.	1,819,200	$91.76M	1.7%	$48.15	—	COM	478366107
—	ACE Limited	775,070	$86.41M	1.6%	$101.50	—	SHS	H0023R105
—	Time Warner Inc.	976,370	$82.44M	1.6%	$78.55	—	COM	887317303
CPRT	Copart, Inc.	2,191,590	$82.34M	1.6%	$4.21	+10.0%	COM	217204106
PII	Polaris Industries Inc.	578,194	$81.58M	1.5%	$92.74	+58.9%	COM	731068102
PM	Philip Morris International Inc.	1,081,560	$81.47M	1.5%	$48.66	-3.3%	COM	718172109
—	Precision Castparts Corp.	373,805	$78.5M	1.5%	$240.88	—	COM	740189105
UHAL	AMERCO	235,228	$77.72M	1.5%	$27.33	+13.1%	COM	023586100
ORCL	Oracle Corporation	1,789,315	$77.21M	1.5%	$30.41	+21.1%	COM	68389X105
MCD	McDonald's Corporation	772,865	$75.31M	1.4%	$71.23	+1.3%	COM	580135101
—	Popeyes Louisiana Kitchen, Inc.	1,210,235	$72.4M	1.4%	$43.88	—	COM	732872106
ABBV	AbbVie Inc.	1,226,875	$71.82M	1.4%	$38.85	0.0%	COM	00287Y109
GWW	W.W. Grainger, Inc.	302,265	$71.28M	1.3%	$202.28	-1.1%	COM	384802104
ATR	AptarGroup, Inc.	1,075,460	$68.31M	1.3%	$47.23	+17.1%	COM	038336103
MA	MasterCard Incorporated	753,355	$65.08M	1.2%	$70.47	+15.3%	CL A	57636Q104
—	Celgene Corporation	510,130	$58.81M	1.1%	$86.88	—	COM	151020104
—	Nielsen Holdings N.V.	1,319,365	$58.8M	1.1%	$41.50	—	COM	N63218106
—	Solera Holdings, Inc.	1,124,930	$58.11M	1.1%	$51.66	—	COM	83421A104
—	C.R. Bard, Inc.	322,870	$54.03M	1.0%	$110.53	—	COM	067383109
—	Cabela's Incorporated	801,725	$44.88M	0.8%	$52.91	—	COM	126804301
T	AT&T Inc.	1,115,660	$36.43M	0.7%	$11.63	+1.3%	COM	00206R102
—	Syntel, Inc.	660,592	$34.17M	0.6%	$55.91	—	COM	87162H103
CAH	Cardinal Health, Inc.	364,890	$32.94M	0.6%	$33.30	+91.1%	COM	14149Y108
PAG	Penske Automotive Group, Inc.	615,132	$31.67M	0.6%	$31.35	+57.3%	COM	70959W103
SBH	Sally Beauty Holdings, Inc.	807,041	$27.74M	0.5%	$29.70	+8.8%	COM	79546E104
SCL	Stepan Company	665,218	$27.71M	0.5%	$55.13	-27.8%	COM	858586100
—	Tupperware Brands Corporation	371,610	$25.65M	0.5%	$76.68	—	COM	899896104
CNK	Cinemark Holdings, Inc.	564,835	$25.46M	0.5%	$24.78	+32.8%	COM	17243V102
RMD	ResMed Inc.	330,155	$23.7M	0.4%	$39.38	+44.1%	COM	761152107
OPLN	KAR Auction Services, Inc.	616,620	$23.39M	0.4%	$8.47	+59.8%	COM	48238T109
MCHP	Microchip Technology Inc.	473,665	$23.16M	0.4%	$13.83	+39.8%	COM	595017104
—	Willis Group Holdings Ltd.	450,555	$21.71M	0.4%	$41.08	—	SHS	G96655108
—	Ulta Salon, Cosmetics & Fragrance, Inc.	115,510	$17.42M	0.3%	$100.16	—	COM	903845303
TFX	Teleflex Incorporated	143,830	$17.38M	0.3%	$72.96	+47.8%	COM	879369106
—	West Corporation	499,855	$16.86M	0.3%	$25.26	—	COM	952355204
PAA	Plains All American Pipeline, L.P.	345,244	$16.84M	0.3%	$52.95	—	UNIT LTD PARTN	726503105
WMB	Williams Companies, Inc. (The)	323,475	$16.36M	0.3%	$19.27	+29.5%	COM	969457100
DIN	DineEquity, Inc.	136,165	$14.57M	0.3%	$43.07	+55.4%	COM	254423106
APAM	Artisan Partners Asset Management Inc.	320,295	$14.56M	0.3%	$18.97	-9.9%	CL A	04316A108
—	Six Flags Entertainment Corporation	294,310	$14.25M	0.3%	$36.25	—	COM	83001A102
KMX	CarMax, Inc.	200,345	$13.82M	0.3%	$45.40	+43.6%	COM	143130102
—	Jarden Corporation	261,247	$13.82M	0.3%	$45.13	—	COM	471109108
BGS	B&G Foods, Inc.	462,725	$13.62M	0.3%	$12.98	-0.6%	COM	05508R106
PNC	PNC Financial Services Group, Inc.	142,745	$13.31M	0.3%	$47.34	+35.8%	COM	693475105
—	Vantiv, Inc.	349,600	$13.18M	0.2%	$28.22	—	CL A	92210H105
TSCO	Tractor Supply Company	152,650	$12.98M	0.2%	$10.15	+40.3%	COM	892356106
UHS	Universal Health Services, Inc.	106,675	$12.56M	0.2%	$77.32	+36.8%	CL B	913903100
R	Ryder System, Inc.	130,640	$12.4M	0.2%	$60.21	+52.6%	COM	783549108
—	ANSYS, Inc.	139,830	$12.33M	0.2%	$73.56	—	COM	03662Q105
CHKP	Check Point Software Technologies Ltd.	147,825	$12.12M	0.2%	$48.11	+67.9%	ORD	M22465104
—	FleetCor Technologies, Inc.	80,080	$12.09M	0.2%	$81.30	—	COM	339041105
PRGO	Perrigo Company plc	72,560	$12.01M	0.2%	$146.03	+9.2%	COM	G97822103
—	IHS Inc.	105,085	$11.95M	0.2%	$106.24	—	CL A	451734107
PSMT	PriceSmart, Inc.	140,570	$11.95M	0.2%	$74.86	-2.8%	COM	741511109
ORI	Old Republic International Corporation	789,185	$11.79M	0.2%	$5.93	+13.7%	COM	680223104
—	EnLink Midstream Partners, LP	467,405	$11.56M	0.2%	$27.84	—	COM UNIT REP LTD	29336U107
—	DENTSPLY International Inc.	224,185	$11.41M	0.2%	$40.96	—	COM	249030107
NUS	Nu Skin Enterprises, Inc.	188,175	$11.33M	0.2%	$43.57	-18.2%	CL A	67018T105
—	Williams Partners L.P.	227,271	$11.19M	0.2%	$49.22	—	COM UNIT LP	96949L105
—	CenturyLink, Inc.	322,755	$11.15M	0.2%	$31.85	—	COM	156700106
—	FirstMerit Corporation	583,435	$11.12M	0.2%	$20.07	—	COM	337915102
WSM	Williams-Sonoma, Inc.	137,330	$10.95M	0.2%	$20.90	+46.9%	COM	969904101
WAB	Westinghouse Air Brake Technologies Corporation	115,105	$10.94M	0.2%	$49.35	+71.9%	COM	929740108
ALSN	Allison Transmission Holdings, Inc.	341,300	$10.9M	0.2%	$22.08	+20.9%	COM	01973R101
CDW	CDW Corporation	292,360	$10.89M	0.2%	$28.50	+12.8%	COM	12514G108
—	Red Hat, Inc.	140,145	$10.62M	0.2%	$48.86	—	COM	756577102
WPP	WPP plc	93,145	$10.6M	0.2%	$100.84	—	ADR	92937A102
—	Nordstrom, Inc.	131,613	$10.57M	0.2%	$59.62	—	COM	655664100
DMLP	Dorchester Minerals, L.P.	463,920	$10.55M	0.2%	$24.80	—	COM UNIT	25820R105
AME	AMETEK, Inc.	197,685	$10.39M	0.2%	$38.40	+23.8%	COM	031100100
—	Cooper Companies, Inc. (The)	55,200	$10.35M	0.2%	$119.59	—	COM	216648402
PRA	ProAssurance Corporation	223,675	$10.27M	0.2%	$45.50	-0.1%	COM	74267C106
—	Plum Creek Timber Company, Inc.	233,780	$10.16M	0.2%	$45.55	—	COM	729251108
IEX	IDEX Corporation	133,865	$10.15M	0.2%	$45.08	+45.0%	COM	45167R104
VYX	NCR Corporation	338,800	$9.997M	0.2%	$19.92	-12.7%	COM	62886E108
FBIN	Fortune Brands Home & Security, Inc.	205,180	$9.741M	0.2%	$29.44	+13.2%	COM	34964C106
RJF	Raymond James Financial, Inc.	170,160	$9.661M	0.2%	$24.09	+32.0%	COM	754730109
—	Avago Technologies Limited	75,075	$9.533M	0.2%	$37.38	—	COM	Y0486S104
—	Mylan N.V.	156,125	$9.266M	0.2%	$59.35	—	COM	N59465109
FAST	Fastenal Co.	221,300	$9.169M	0.2%	$8.79	-7.9%	COM	311900104
—	Airgas, Inc.	85,075	$9.027M	0.2%	$95.45	—	COM	009363102
GEF/B	Greif, Inc.	192,824	$8.869M	0.2%	$29.84	-10.8%	CL B	397624206
MELI	MercadoLibre, Inc.	72,255	$8.852M	0.2%	$105.85	+18.2%	COM	58733R102
—	EnLink Midstream, LLC	270,055	$8.787M	0.2%	$33.32	—	COM UNIT REP LTD	29336T100
—	Dunkin' Brands Group, Inc.	180,185	$8.569M	0.2%	$47.60	—	COM	265504100
SBUX	Starbucks Corporation	90,085	$8.531M	0.2%	$31.27	+15.5%	COM	855244109
TROW	T. Rowe Price Group, Inc.	104,895	$8.494M	0.2%	$48.06	+13.6%	COM	74144T108
JAZZ	Jazz Pharmaceuticals public limited company	49,145	$8.491M	0.2%	$100.54	+70.7%	SHS USD	G50871105
SWK	Stanley Black & Decker, Inc.	88,720	$8.46M	0.2%	$57.51	+26.1%	COM	854502101
RSG	Republic Services, Inc.	208,405	$8.452M	0.2%	$26.37	+26.9%	COM	760759100
FISV	Fiserv, Inc.	104,599	$8.305M	0.2%	$21.96	+73.6%	COM	337738108
—	Stericycle, Inc.	57,550	$8.081M	0.2%	$112.81	—	COM	858912108
—	CDK Global, Inc.	170,165	$7.956M	0.2%	$40.75	—	COM	12508E101
FIS	Fidelity National Information Services, Inc.	115,344	$7.85M	0.1%	$34.36	+57.8%	COM	31620M106
NDSN	Nordson Corporation	100,105	$7.842M	0.1%	$68.88	-2.2%	COM	655663102
FFIV	F5 Networks, Inc.	67,555	$7.764M	0.1%	$109.00	+7.9%	COM	315616102
GNTX	Gentex Corporation	418,870	$7.665M	0.1%	$16.33	+8.1%	COM	371901109
—	Royal Dutch Shell plc	121,350	$7.608M	0.1%	$69.26	—	SPON ADR B	780259107
REGN	Regeneron Pharmaceuticals, Inc.	16,515	$7.456M	0.1%	$274.05	+53.8%	COM	75886F107
GPN	Global Payments Inc.	80,065	$7.34M	0.1%	$42.36	0.0%	COM	37940X102
PAYX	Paychex, Inc.	147,100	$7.298M	0.1%	$25.02	+39.7%	COM	704326107
WPC	W.P. Carey Inc.	106,510	$7.242M	0.1%	$66.16	—	COM	92936U109
AKAM	Akamai Technologies, Inc.	100,095	$7.111M	0.1%	$60.28	+9.6%	COM	00971T101
PGR	Progressive Corporation (The)	251,610	$6.843M	0.1%	$18.96	+2.8%	COM	743315103
RPM	RPM International, Inc.	128,537	$6.168M	0.1%	$32.11	+50.6%	COM	749685103
—	Starwood Hotels & Resorts Worldwide, Inc.	72,560	$6.058M	0.1%	$63.19	—	COM	85590A401
CSV	Carriage Services, Inc.	252,415	$6.025M	0.1%	$16.43	+20.9%	COM	143905107
—	Monster Beverage Corporation	42,540	$5.887M	0.1%	$68.83	—	COM	611740101
—	VeriFone Systems, Inc.	161,665	$5.64M	0.1%	$26.23	—	COM	92342Y109
—	InterContinental Hotels Group PLC	142,453	$5.578M	0.1%	$27.47	—	SPONS ADR NEW	45857P301
MIDD	Middleby Corporation (The)	52,660	$5.405M	0.1%	$74.08	+37.1%	COM	596278101
HBAN	Huntington Bancshares Incorporated	485,450	$5.364M	0.1%	$6.15	+11.5%	COM	446150104
EEFT	Euronet Worldwide, Inc.	90,965	$5.344M	0.1%	$31.50	+68.2%	COM	298736109
—	Cedar Fair, L.P.	92,720	$5.322M	0.1%	$54.13	—	DEPOSITORY UNIT	150185106
PBH	Prestige Brands Holdings, Inc.	121,125	$5.195M	0.1%	$28.19	+35.2%	COM	74112D101
CFR	Cullen/Frost Bankers, Inc.	75,060	$5.185M	0.1%	$44.61	+9.3%	COM	229899109
—	STERIS Corporation	73,050	$5.133M	0.1%	$42.87	—	COM	859152100
JKHY	Jack Henry and Associates, Inc.	73,320	$5.124M	0.1%	$39.46	+45.1%	COM	426281101
—	Bottomline Technologies (de), Inc.	186,960	$5.117M	0.1%	$25.59	—	COM	101388106
OMCL	Omnicell, Inc.	141,565	$4.968M	0.1%	$18.46	+78.5%	COM	68213N109
—	SunTrust Banks, Inc.	120,100	$4.934M	0.1%	$40.22	—	COM	867914103
GNRC	Generac Holdings Inc.	100,855	$4.91M	0.1%	$36.65	+30.0%	COM	368736104
UNFI	United Natural Foods, Inc.	63,060	$4.858M	0.1%	$55.12	+42.2%	COM	911163103
—	Cavium, Inc.	68,210	$4.83M	0.1%	$39.04	—	COM	14964U108
—	DealerTrack Holdings, Inc.	123,020	$4.738M	0.1%	$37.10	—	COM	242309102
—	A.O. Smith Corporation	71,780	$4.713M	0.1%	$36.28	—	COM	04544X300
ACHC	Acadia Healthcare Company, Inc.	65,680	$4.702M	0.1%	$37.05	+73.1%	COM	00404A109
CHD	Church Dwight Co., Inc.	55,050	$4.702M	0.1%	$27.30	+32.0%	COM	171340102
RRX	Regal-Beloit Corporation	58,070	$4.64M	0.1%	$69.28	+8.1%	COM	758750103
THO	Thor Industries, Inc.	73,160	$4.624M	0.1%	$32.70	+46.8%	COM	885160101
WEX	WEX Inc.	42,935	$4.609M	0.1%	$74.24	+35.9%	COM	96208T104
MMSI	Merit Medical Systems, Inc.	237,405	$4.57M	0.1%	$10.72	+66.3%	COM	589889104
MRTN	Marten Transport, Ltd.	196,852	$4.566M	0.1%	$4.79	+51.8%	COM	573075108
HOG	Harley-Davidson, Inc.	75,070	$4.559M	0.1%	$55.65	+13.0%	COM	412822108
LZB	La-Z-Boy Incorporated	161,635	$4.543M	0.1%	$18.81	+41.3%	COM	505336107
BWA	BorgWarner Inc.	75,100	$4.542M	0.1%	$34.66	+24.8%	COM	099724106
—	Heartland Payment Systems, Inc.	95,955	$4.495M	0.1%	$52.82	—	COM	42235N108
—	Delphi Automotive PLC	55,050	$4.389M	0.1%	$67.85	—	SHS	G27823106
—	Cardtronics, Inc.	116,160	$4.367M	0.1%	$28.49	—	COM	14161H108
—	Altera Corporation	100,135	$4.296M	0.1%	$32.99	—	COM	021441100
MNRO	Monro Muffler Brake, Inc.	65,655	$4.27M	0.1%	$44.03	+39.1%	COM	610236101
—	Advisory Board Company	95,610	$4.22M	0.1%	$46.18	—	COM	00762W107
FTNT	Fortinet, Inc.	120,565	$4.213M	0.1%	$3.98	+63.8%	COM	34959E109
—	G&K Services, Inc.	58,075	$4.212M	0.1%	$53.88	—	CL A	361268105
—	SolarWinds, Inc.	80,800	$4.14M	0.1%	$43.02	—	COM	83416B109
—	Beacon Roofing Supply, Inc.	131,460	$4.114M	0.1%	$35.16	—	COM	073685109
—	Siron Dental Systems, Inc.	45,480	$4.092M	0.1%	$65.91	—	COM	82966C103
GMED	Globus Medical, Inc.	161,575	$4.078M	0.1%	$16.02	+52.0%	CL A	379577208
—	Concho Resources Inc.	35,035	$4.061M	0.1%	$88.52	—	COM	20605P101
DORM	Dorman Products, Inc.	80,760	$4.017M	0.1%	$42.51	+10.7%	COM	258278100
—	Rexnord Corporation	146,445	$3.908M	0.1%	$27.00	—	COM	76169B102
—	Tangoe, Inc.	282,950	$3.904M	0.1%	$15.87	—	COM	87582Y108
FFBC	First Financial Bancorp.	218,904	$3.898M	0.1%	$9.86	+17.7%	COM	320209109
CBU	Community Bank System, Inc.	109,545	$3.876M	0.1%	$19.67	+28.2%	COM	203607106
RBC	RBC Bearings	50,510	$3.866M	0.1%	$49.24	+27.4%	COM	75524B104
—	TreeHouse Foods, Inc.	45,435	$3.862M	0.1%	$65.52	—	COM	89469A104
BRO	Brown & Brown, Inc.	116,260	$3.849M	0.1%	$13.98	+4.4%	COM	115236101
—	IBERIABANK Corporation	60,820	$3.833M	0.1%	$53.31	—	COM	450828108
MORN	Morningstar, Inc.	50,535	$3.785M	0.1%	$69.29	+2.4%	COM	617700109
HEI	HEICO Corporation	60,690	$3.706M	0.1%	$26.06	+18.3%	COM	422806109
—	Roadrunner Transportation Systems, Inc.	146,465	$3.701M	0.1%	$27.22	—	COM	76973Q105
XPO	XPO Logistics, Inc.	80,805	$3.674M	0.1%	$9.14	+58.6%	COM	983793100
—	Cardiovascular Systems, Inc.	93,565	$3.652M	0.1%	$23.81	—	COM	141619106
—	SM Energy Company	70,500	$3.643M	0.1%	$47.94	—	COM	792228108
—	SP Plus Corporation	166,655	$3.641M	0.1%	$26.03	—	COM	78469C103
WWD	Woodward Inc.	70,650	$3.603M	0.1%	$34.67	+27.8%	COM	980745103
ABG	Asbury Automotive Group, Inc.	42,950	$3.569M	0.1%	$74.60	+3.5%	COM	043436104
—	WhiteWave Foods Company (The)	80,090	$3.551M	0.1%	$22.94	—	COM CL A	966244105
—	HeartWare International, Inc.	39,405	$3.458M	0.1%	$89.10	—	COM	422368100
—	Tornier N.V.	131,465	$3.447M	0.1%	$21.19	—	SHS	N87237108
GBCI	Glacier Bancorp, Inc.	136,335	$3.428M	0.1%	$14.43	+19.8%	COM	37637Q105
—	Echo Global Logistics, Inc.	123,555	$3.368M	0.1%	$19.49	—	COM	27875T101
—	Krispy Kreme Doughnuts, Inc.	166,935	$3.337M	0.1%	$17.71	—	COM	501014104
—	Knight Transportation, Inc.	101,125	$3.261M	0.1%	$16.76	—	COM	499064103
PODD	Insulet Corporation	95,240	$3.176M	0.1%	$33.32	+1.3%	COM	45784P101
NPK	National Presto Industries, Inc.	47,455	$3.008M	0.1%	$76.01	-18.9%	COM	637215104
—	Cyberonics, Inc.	45,425	$2.948M	0.1%	$51.95	—	COM	23251P102
VRTX	Vertex Pharmaceuticals Incorporated	24,520	$2.892M	0.1%	$119.81	0.0%	COM	92532F100
QLYS	Qualys, Inc.	60,695	$2.821M	0.1%	$14.26	+200.0%	COM	74758T303
JACK	Jack in the Box Inc.	29,375	$2.817M	0.1%	$54.49	+66.3%	COM	466367109
—	Alexion Pharmaceuticals, Inc.	15,010	$2.601M	0.0%	$173.28	—	COM	015351109
TECH	Bio-Techne Corp.	20,175	$2.023M	0.0%	$21.13	+4.2%	COM	09073M104
—	Macquarie Infrastructure Company LLC	21,500	$1.769M	0.0%	$71.07	—	MEMBERSHIP INT	55608B105
DXCM	DexCom, Inc.	22,500	$1.402M	0.0%	$4.79	+215.5%	COM	252131107
QCOM	QUALCOMM Incorporated	15,070	$1.044M	0.0%	$45.44	+13.7%	COM	747525103
MRSH	Marsh & McLennan Companies, Inc.	17,400	$975K	0.0%	$31.19	+49.7%	COM	571748102
CNA	CNA Financial Corporation	22,900	$948K	0.0%	$16.94	+7.0%	COM	126117100
—	EMC Corporation	35,400	$904K	0.0%	$23.65	—	COM	268648102
—	SPDR Barclays Capital High Yield Bond ETF	20,000	$784K	0.0%	$38.92	—	BRCLYS YLD ETF	78464A417
VEEV	Veeva Systems Inc.	30,700	$783K	0.0%	$28.18	0.0%	CL A COM	922475108
SYK	Stryker Corporation	7,800	$719K	0.0%	$56.92	+44.0%	COM	863667101
PEP	Pepsico, Inc.	7,500	$717K	0.0%	$56.00	+24.5%	COM	713448108
TRV	Travelers Companies, Inc. (The)	6,085	$657K	0.0%	$63.44	+32.4%	COM	89417E109
EBAY	eBay Inc.	11,100	$640K	0.0%	$19.80	+7.2%	COM	278642103
MET	MetLife, Inc.	9,400	$475K	0.0%	$32.24	-3.2%	COM	59156R108
ABT	Abbott Laboratories	8,700	$459K	0.0%	$32.59	+14.8%	COM	002824100
COR	AmerisourceBergen Corporation	3,200	$363K	0.0%	$38.92	+90.0%	COM	03073E105
—	VWR Corporation	12,100	$314K	0.0%	$25.87	—	COM	91843L103
MSM	MSC Industrial Direct Co., Inc.	3,300	$238K	0.0%	$80.58	-7.4%	CL A	553530106
CBSH	Commerce Bancshares, Inc.	4,813	$203K	0.0%	$21.72	+13.2%	COM	200525103
CVX	Chevron Corporation	1,600	$167K	0.0%	$70.81	-5.5%	COM	166764100
EMR	Emerson Electric Co.	1,400	$79,000	0.0%	$40.32	+7.6%	COM	291011104
HUBG	Hub Group, Inc. - Class A	2,000	$78,000	0.0%	$18.55	+1.6%	CL A	443320106
—	Genesee & Wyoming Inc.	800	$77,000	0.0%	$96.79	—	CL A	371559105
—	Thomson Reuters Corporation	1,100	$44,000	0.0%	$32.57	—	COM	884903105