Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	126,766	$14.99M	4.9%	$118.29 *	$81.19	+22.5%	COM	91324P102
HD	HOME DEPOT INC	125,559	$14.27M	4.6%	$113.61 *	$85.33	+3.4%	COM	437076102
NKE	NIKE INC	142,103	$14.26M	4.6%	$100.33 *	$41.68	+5.1%	CL B	654106103
MMM	3M CO	82,323	$13.58M	4.4%	$164.95 *	$96.87	+0.4%	COM	88579Y101
CSCO	CISCO SYS INC	486,028	$13.38M	4.4%	$27.53 *	$18.31	+8.2%	COM	17275R102
COST	COSTCO WHSL CORP NEW	39,439	$5.975M	1.9%	$151.50 *	$120.91	+4.6%	COM	22160K105
—	AMGEN INC	33,467	$5.35M	1.7%	$159.86	$159.86	—	COM	31162100
—	APPLE INC	42,567	$5.297M	1.7%	$124.44	$124.44	—	COM	37833100
—	AVAGO TECHNOLOGIES LTD	41,302	$5.245M	1.7%	$126.99	$126.99	—	SHS	Y0486S104
TXN	TEXAS INSTRS INC	91,577	$5.237M	1.7%	$57.19 *	$37.35	+14.0%	COM	882508104
EA	ELECTRONIC ARTS INC	85,876	$5.051M	1.6%	$58.82 *	$46.31	+23.5%	COM	285512109
DLTR	DOLLAR TREE INC	60,512	$4.91M	1.6%	$81.14	$69.30	+17.1%	COM	256746108
FISV	FISERV INC	60,663	$4.817M	1.6%	$79.41 *	$38.13	+4.1%	COM	337738108
—	MONSTER BEVERAGE CORP	34,338	$4.752M	1.5%	$138.39	$108.36	—	COM	611740101
—	CELGENE CORP	40,210	$4.635M	1.5%	$115.27	$115.27	—	COM	151020104
ORLY	O REILLY AUTOMOTIVE INC NEW	21,206	$4.586M	1.5%	$216.26 *	$13.44	+7.3%	COM	67103H107
—	BROADCOM CORP	105,051	$4.548M	1.5%	$43.29	$43.33	—	CL A	111320107
ROST	ROSS STORES INC	42,339	$4.461M	1.5%	$105.36 *	$44.47	+6.6%	COM	778296103
MAR	MARRIOTT INTL INC NEW	52,895	$4.249M	1.4%	$80.33 *	$66.18	+9.2%	CL A	571903202
—	BED BATH & BEYOND INC	52,079	$3.998M	1.3%	$76.77	$76.77	—	COM	75896100
ISRG	INTUITIVE SURGICAL INC	7,910	$3.995M	1.3%	$505.06 *	$55.96	+0.3%	COM NEW	46120E602
CVS	CVS HEALTH CORP	30,806	$3.179M	1.0%	$103.19 *	$65.42	+15.9%	COM	126650100
LOW	LOWES COS INC	42,502	$3.162M	1.0%	$74.40 *	$58.94	+3.8%	COM	548661107
—	ALLSTATE CORP	44,206	$3.146M	1.0%	$71.17	$71.17	—	COM	20002101
—	ABBOTT LABS	66,977	$3.103M	1.0%	$46.33	$46.33	—	COM	2824100
MO	ALTRIA GROUP INC	56,753	$2.839M	0.9%	$50.02 *	$23.76	+4.7%	COM	02209S103
UNP	UNION PAC CORP	26,183	$2.836M	0.9%	$108.31 *	$89.57	-5.1%	COM	907818108
IPGP	IPG PHOTONICS CORP	30,261	$2.805M	0.9%	$92.69	$86.33	+7.4%	COM	44980X109
LLY	LILLY ELI & CO	38,063	$2.765M	0.9%	$72.64 *	$55.19	+8.8%	COM	532457108
MMS	MAXIMUS INC	40,792	$2.723M	0.9%	$66.75	$48.81	+36.8%	COM	577933104
—	CATAMARAN CORP	45,125	$2.687M	0.9%	$59.55	$59.55	—	COM	148887102
MDT	MEDTRONIC PLC	34,084	$2.658M	0.9%	$77.98 *	$58.10	+3.3%	SHS	G5960L103
—	ANTHEM INC	16,614	$2.565M	0.8%	$154.39	$154.39	—	COM	36752103
BMA	BANCO MACRO SA	44,650	$2.554M	0.8%	$57.20	$39.59	+44.5%	SPON ADR B	05961W105
CTAS	CINTAS CORP	30,356	$2.478M	0.8%	$81.63 *	$18.13	+0.6%	COM	172908105
—	PATTERSON COMPANIES INC	50,687	$2.473M	0.8%	$48.79	$48.79	—	COM	703395103
FDX	FEDEX CORP	14,920	$2.469M	0.8%	$165.48 *	$143.89	-2.0%	COM	31428X106
USNA	USANA HEALTH SCIENCES INC	22,042	$2.449M	0.8%	$111.11 *	$49.29	+12.7%	COM	90328M107
EQIX	EQUINIX INC	10,207	$2.377M	0.8%	$232.88 *	$175.23	+3.4%	COM PAR $0.001	29444U700
NTES	NETEASE INC	22,480	$2.367M	0.8%	$105.29	$95.66	+10.1%	SPONSORED ADR	64110W102
KR	KROGER CO	30,809	$2.362M	0.8%	$76.67 *	$23.37	+33.0%	COM	501044101
SHOO	MADDEN STEVEN LTD	61,678	$2.344M	0.8%	$38.00 *	$18.41	+18.8%	COM	556269108
—	EXPRESS SCRIPTS HLDG CO	26,899	$2.334M	0.8%	$86.77	$86.77	—	COM	30219G108
—	AMTRUST FINL SVCS INC	40,884	$2.33M	0.8%	$56.99	$56.99	—	COM	32359309
EW	EDWARDS LIFESCIENCES CORP	16,131	$2.298M	0.7%	$142.46 *	$20.21	+17.5%	COM	28176E108
DLX	DELUXE CORP	33,001	$2.286M	0.7%	$69.27 *	$42.74	+6.6%	COM	248019101
—	L BRANDS INC	23,763	$2.241M	0.7%	$94.31	$86.55	—	COM	501797104
—	TESORO CORP	24,236	$2.213M	0.7%	$91.31	$91.31	—	COM	881609101
NDAQ	NASDAQ OMX GROUP INC	43,181	$2.2M	0.7%	$50.95 *	$12.33	+15.6%	COM	631103108
—	LEVEL 3 COMMUNICATIONS INC	40,617	$2.187M	0.7%	$53.84	$53.84	—	COM NEW	52729N308
LUV	SOUTHWEST AIRLS CO	49,216	$2.18M	0.7%	$44.29 *	$32.93	+19.0%	COM	844741108
CME	CME GROUP INC	22,656	$2.146M	0.7%	$94.72 *	$60.87	+2.6%	COM	12572Q105
FFIV	F5 NETWORKS INC	18,563	$2.134M	0.7%	$114.96	$123.87	-7.2%	COM	315616102
RHI	ROBERT HALF INTL INC	34,945	$2.115M	0.7%	$60.52	$54.27	+11.5%	COM	770323103
BEN	FRANKLIN RES INC	41,057	$2.107M	0.7%	$51.32 *	$32.28	-3.0%	COM	354613101
—	AUTODESK INC	35,319	$2.071M	0.7%	$58.64	$58.64	—	COM	52769106
HUM	HUMANA INC	11,323	$2.016M	0.7%	$178.04 *	$126.19	+29.6%	COM	444859102
—	BECTON DICKINSON & CO	12,386	$1.779M	0.6%	$143.63	$143.63	—	COM	75887109
RCL	ROYAL CARIBBEAN CRUISES LTD	21,552	$1.764M	0.6%	$81.85 *	$66.86	+7.7%	COM	V7780T103
WHR	WHIRLPOOL CORP	8,479	$1.713M	0.6%	$202.03	$203.10	-0.5%	COM	963320106
CPA	COPA HOLDINGS SA	16,532	$1.669M	0.5%	$100.96 *	$75.77	-3.9%	CL A	P31076105
EQR	EQUITY RESIDENTIAL	21,388	$1.665M	0.5%	$77.85 *	$45.31	+0.3%	SH BEN INT	29476L107
SEE	SEALED AIR CORP NEW	35,439	$1.615M	0.5%	$45.57 *	$37.03	+2.9%	COM	81211K100
—	REYNOLDS AMERICAN INC	22,191	$1.529M	0.5%	$68.90	$64.29	—	COM	761713106
CF	CF INDS HLDGS INC	5,386	$1.528M	0.5%	$283.70 *	$43.99	-4.6%	COM	125269100
—	SELECT COMFORT CORP	34,137	$1.177M	0.4%	$34.48	$34.48	—	COM	81616X103
ENSG	ENSIGN GROUP INC	24,347	$1.141M	0.4%	$46.86 *	$19.41	+7.9%	COM	29358P101
HZO	MARINEMAX INC	41,639	$1.104M	0.4%	$26.51	$24.43	+8.5%	COM	567908108
—	MULTI COLOR CORP	15,808	$1.096M	0.4%	$69.33	$69.33	—	COM	625383104
—	CORE MARK HOLDING CO INC	16,979	$1.092M	0.4%	$64.31	$61.94	—	COM	218681104
SPG	SIMON PPTY GROUP INC NEW	5,292	$1.035M	0.3%	$195.58 *	$102.84	+11.4%	COM	828806109
GD	GENERAL DYNAMICS CORP	7,109	$965K	0.3%	$135.74 *	$107.02	+0.2%	COM	369550108
SWKS	SKYWORKS SOLUTIONS INC	9,722	$956K	0.3%	$98.33 *	$49.85	+58.9%	COM	83088M102
PEP	PEPSICO INC	9,896	$946K	0.3%	$95.59 *	$68.61	+0.8%	COM	713448108
—	SUPER MICRO COMPUTER INC	27,397	$910K	0.3%	$33.22	$34.83	—	COM	86800U104
IBKR	INTERACTIVE BROKERS GROUP IN	26,744	$910K	0.3%	$34.03 *	$6.72	+17.1%	COM	45841N107
—	HARMAN INTL INDS INC	6,783	$906K	0.3%	$133.57	$133.57	—	COM	413086109
ULTA	ULTA SALON COSMETCS & FRAG I	6,008	$906K	0.3%	$150.80	$138.42	+9.0%	COM	90384S303
—	ABIOMED INC	12,578	$900K	0.3%	$71.55	$71.55	—	COM	3654100
—	VCA INC	16,190	$888K	0.3%	$54.85	$48.77	—	COM	918194101
—	INFINERA CORPORATION	44,084	$867K	0.3%	$19.67	$14.73	—	COM	45667G103
—	AMAG PHARMACEUTICALS INC	15,463	$845K	0.3%	$54.65	$46.09	—	COM	00163U106
ALGT	ALLEGIANT TRAVEL CO	4,189	$806K	0.3%	$192.41 *	$157.67	+7.3%	COM	01748X102
IART	INTEGRA LIFESCIENCES HLDGS C	12,767	$787K	0.3%	$61.64 *	$26.15	+6.6%	COM NEW	457985208
—	AMERICAN WOODMARK CORP	14,148	$774K	0.3%	$54.71	$54.71	—	COM	30506109
JACK	JACK IN THE BOX INC	7,948	$762K	0.2%	$95.87	$90.63	+5.8%	COM	466367109
—	DENNYS CORP	64,666	$737K	0.2%	$11.40	$11.40	—	COM	24869P104
CVLG	COVENANT TRANSN GROUP INC	22,157	$735K	0.2%	$33.17 *	$11.91	+33.5%	CL A	22284P105
—	SONIC CORP	23,143	$734K	0.2%	$31.72	$31.72	—	COM	835451105
—	ACTAVIS PLC	2,324	$692K	0.2%	$297.76	$297.76	—	SHS	G0083B108
CNC	CENTENE CORP DEL	8,272	$585K	0.2%	$70.72 *	$25.77	+37.2%	COM	15135B101
UTHR	UNITED THERAPEUTICS CORP DEL	3,167	$546K	0.2%	$172.40	$152.45	+13.1%	COM	91307C102
CRL	CHARLES RIV LABS INTL INC	6,807	$540K	0.2%	$79.33	$73.77	+7.5%	COM	159864107
HOLX	HOLOGIC INC	16,176	$534K	0.2%	$33.01	$26.23	+25.9%	COM	436440101
DY	DYCOM INDS INC	10,831	$529K	0.2%	$48.84	$39.30	+24.3%	COM	267475101
—	SYNCHRONOSS TECHNOLOGIES INC	11,072	$525K	0.2%	$47.42	$47.42	—	COM	87157B103
—	THE ADT CORPORATION	12,511	$519K	0.2%	$41.48	$41.48	—	COM	00101J106
—	KINDRED HEALTHCARE INC	21,620	$514K	0.2%	$23.77	$23.77	—	COM	494580103
TREX	TREX CO INC	9,410	$513K	0.2%	$54.52 *	$11.54	+18.2%	COM	89531P105
—	PINNACLE FINL PARTNERS INC	11,186	$497K	0.2%	$44.43	$44.43	—	COM	72346Q104
—	SKECHERS U S A INC	6,917	$497K	0.2%	$71.85	$55.19	—	CL A	830566105
—	STAMPS COM INC	7,324	$493K	0.2%	$67.31	$47.94	—	COM NEW	852857200
FAF	FIRST AMERN FINL CORP	13,737	$490K	0.2%	$35.67 *	$24.42	+3.1%	COM	31847R102
TILE	INTERFACE INC	23,396	$486K	0.2%	$20.77	$18.00	+15.5%	COM	458665304
—	ASTRONICS CORP	6,565	$484K	0.2%	$73.72	$73.72	—	COM	46433108
LAMR	LAMAR ADVERTISING CO NEW	8,146	$483K	0.2%	$59.29	$59.29	—	CL A	512816109
—	STARZ	13,965	$481K	0.2%	$34.44	$34.44	—	COM SER A	85571Q102
SNA	SNAP ON INC	3,263	$480K	0.2%	$147.10 *	$109.47	+4.8%	COM	833034101
—	DIGITALGLOBE INC	14,049	$479K	0.2%	$34.09	$34.09	—	COM NEW	25389M877
JBLU	JETBLUE AIRWAYS CORP	24,746	$476K	0.2%	$19.24	$12.97	+48.4%	COM	477143101
—	NATUS MEDICAL INC DEL	12,054	$476K	0.2%	$39.49	$36.04	—	COM	639050103
—	HEALTH CARE REIT INC	6,139	$475K	0.2%	$77.37	$77.37	—	COM	42217K106
—	JUNIPER NETWORKS INC	20,807	$470K	0.2%	$22.59	$22.59	—	COM	48203R104
—	EQUITY ONE	17,588	$469K	0.2%	$26.67	$26.67	—	COM	294752100
MCHP	MICROCHIP TECHNOLOGY INC	9,592	$469K	0.2%	$48.89 *	$19.34	+1.7%	COM	595017104
QRVO	QORVO INC	5,881	$469K	0.2%	$79.75	$71.21	+11.9%	COM	74736K101
—	FOOT LOCKER INC	7,391	$466K	0.2%	$63.05	$63.05	—	COM	344849104
HII	HUNTINGTON INGALLS INDS INC	3,299	$462K	0.2%	$140.04 *	$105.08	+9.1%	COM	446413106
—	CYBERARK SOFTWARE LTD	8,238	$458K	0.1%	$55.60	$39.68	—	SHS	M2682V108
PLAY	DAVE & BUSTERS ENTMT INC	14,992	$457K	0.1%	$30.48	$29.90	+1.9%	COM	238337109
BJRI	BJS RESTAURANTS INC	8,950	$452K	0.1%	$50.50 *	$47.89	+2.5%	COM	09180C106
CATY	CATHAY GEN BANCORP	15,766	$449K	0.1%	$28.48 *	$18.19	+12.9%	COM	149150104
—	SERVICEMASTER GLOBAL HLDGS I	13,312	$449K	0.1%	$33.73	$33.73	—	COM	81761R109
—	CABOT MICROELECTRONICS CORP	8,915	$445K	0.1%	$49.92	$49.92	—	COM	12709P103
—	RUBICON PROJ INC	24,742	$443K	0.1%	$17.90	$17.90	—	COM	78112V102
—	INTEGRATED DEVICE TECHNOLOGY	22,128	$443K	0.1%	$20.02	$20.02	—	COM	458118106
—	CHINA BIOLOGIC PRODS INC	4,623	$442K	0.1%	$95.61	$95.61	—	COM	16938C106
CAJPY	CANON INC	12,379	$438K	0.1%	$35.38	$32.71	+8.1%	SPONSORED ADR	138006309
—	NUVASIVE INC	9,532	$438K	0.1%	$45.95	$45.95	—	COM	670704105
—	AMN HEALTHCARE SERVICES INC	18,707	$432K	0.1%	$23.09	$23.09	—	COM	1744101
CBRL	CRACKER BARREL OLD CTRY STOR	2,828	$430K	0.1%	$152.05 *	$87.48	+7.8%	COM	22410J106
—	AMKOR TECHNOLOGY INC	47,831	$423K	0.1%	$8.84	$8.84	—	COM	31652100
—	BB&T CORP	10,826	$422K	0.1%	$38.98	$38.98	—	COM	54937107
AVA	AVISTA CORP	12,327	$421K	0.1%	$34.15 *	$22.48	-1.6%	COM	05379B107
SSNC	SS&C TECHNOLOGIES HLDGS INC	6,704	$418K	0.1%	$62.35 *	$29.70	+4.9%	COM	78467J100
—	POPEYES LA KITCHEN INC	6,859	$410K	0.1%	$59.78	$59.78	—	COM	732872106
ZUMZ	ZUMIEZ INC	10,155	$409K	0.1%	$40.28	$34.18	+17.8%	COM	989817101
MGA	MAGNA INTL INC	7,584	$407K	0.1%	$53.67 *	$37.70	+4.5%	COM	559222401
CBU	COMMUNITY BK SYS INC	11,410	$404K	0.1%	$35.41 *	$25.23	+0.8%	COM	203607106
QCOM	QUALCOMM INC	5,738	$398K	0.1%	$69.36 *	$53.30	-4.3%	COM	747525103
CMI	CUMMINS INC	2,832	$393K	0.1%	$138.77 *	$104.83	-1.4%	COM	231021106
PH	PARKER HANNIFIN CORP	3,298	$392K	0.1%	$118.86 *	$101.29	-1.8%	COM	701094104
GPK	GRAPHIC PACKAGING HLDG CO	26,818	$390K	0.1%	$14.54	$14.63	-0.6%	COM	388689101
PEB	PEBBLEBROOK HOTEL TR	8,258	$385K	0.1%	$46.62	$45.68	—	COM	70509V100
NICE	NICE SYS LTD	6,091	$371K	0.1%	$60.91	$55.04	+10.7%	SPONSORED ADR	653656108
—	PROVIDENCE SVC CORP	6,970	$370K	0.1%	$53.08	$53.08	—	COM	743815102
—	COMPANHIA PARANAENSE ENERG C	35,064	$367K	0.1%	$10.47	$10.47	—	SPON ADR PFD	20441B407
WDC	WESTERN DIGITAL CORP	3,844	$350K	0.1%	$91.05 *	$62.96	-8.1%	COM	958102105
—	MELLANOX TECHNOLOGIES LTD	7,663	$347K	0.1%	$45.28	$45.28	—	SHS	M51363113
MATX	MATSON INC	8,096	$341K	0.1%	$42.12 *	$31.11	+11.2%	COM	57686G105
IMKTA	INGLES MKTS INC	6,794	$336K	0.1%	$49.46 *	$38.63	+10.0%	CL A	457030104
—	MEADOWBROOK INS GROUP INC	38,231	$325K	0.1%	$8.50	$8.50	—	COM	58319P108
TSEM	TOWER SEMICONDUCTOR LTD	19,085	$324K	0.1%	$16.98	$11.22	+51.4%	SHS NEW	M87915274
—	BLACKHAWK NETWORK HLDGS INC	8,901	$318K	0.1%	$35.73	$35.73	—	CL A	09238E104
BBW	BUILD A BEAR WORKSHOP	15,144	$298K	0.1%	$19.68 *	$17.32	-4.1%	COM	120076104
—	HEALTHWAYS INC	14,390	$283K	0.1%	$19.67	$19.67	—	COM	422245100
—	AMEDISYS INC	10,412	$279K	0.1%	$26.80	$26.80	—	COM	23436108
XLV	SELECT SECTOR SPDR TR	3,637	$264K	0.1%	$72.59	$71.33	+1.6%	SBI HEALTHCARE	81369Y209
—	FMC TECHNOLOGIES INC	7,113	$263K	0.1%	$36.97	$46.85	—	COM	30249U101
—	AMERICAN AXLE & MFG HLDGS IN	10,098	$261K	0.1%	$25.85	$25.85	—	COM	24061103
HAL	HALLIBURTON CO	5,953	$261K	0.1%	$43.84 *	$33.81	+5.5%	COM	406216101
XBI	SPDR SERIES TRUST	1,156	$261K	0.1%	$225.78 *	$69.86	+7.6%	S&P BIOTECH	78464A870
LYB	LYONDELLBASELL INDUSTRIES N	2,957	$260K	0.1%	$87.93 *	$46.71	+4.9%	SHS - A -	N53745100
VHT	VANGUARD WORLD FDS	1,894	$257K	0.1%	$135.69	$131.72	+2.9%	HEALTH CAR ETF	92204A504
IHE	ISHARES	1,490	$257K	0.1%	$172.48 *	$54.70	+5.1%	U.S. PHARMA ETF	464288836
—	SHIRE PLC	1,073	$257K	0.1%	$239.52	$239.52	—	SPONSORED ADR	82481R106
—	ICONIX BRAND GROUP INC	7,616	$256K	0.1%	$33.61	$33.61	—	COM	451055107
—	WADDELL & REED FINL INC	5,146	$255K	0.1%	$49.55	$49.82	—	CL A	930059100
—	OUTERWALL INC	3,863	$255K	0.1%	$66.01	$66.01	—	COM	690070107
—	PERFECT WORLD CO LTD	13,597	$253K	0.1%	$18.61	$15.76	—	SPON ADR REP B	71372U104
IYH	ISHARES TR	1,642	$253K	0.1%	$154.08 *	$30.20	+2.2%	US HLTHCARE ETF	464287762
—	ALASKA AIR GROUP INC	3,826	$253K	0.1%	$66.13	$66.13	—	COM	11659109
DXPE	DXP ENTERPRISES INC NEW	5,705	$252K	0.1%	$44.17	$44.65	-1.2%	COM NEW	233377407
AMP	AMERIPRISE FINL INC	1,894	$248K	0.1%	$130.94 *	$104.63	-0.5%	COM	03076C106
LNC	LINCOLN NATL CORP IND	4,227	$243K	0.1%	$57.49 *	$37.68	+2.9%	COM	534187109
LSCC	LATTICE SEMICONDUCTOR CORP	37,706	$239K	0.1%	$6.34	$6.34	—	COM	518415104