Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	83,152	$11.95M	2.9%	$143.66 *	$30.44	+9.3%	COM	037833100
MSFT	MICROSOFT CORP	171,329	$11.28M	2.7%	$65.86 *	$53.94	+10.5%	COM	594918104
MU	MICRON TECHNOLOGY INC	307,443	$8.885M	2.1%	$28.90 *	$23.38	+20.6%	COM	595112103
TXN	TEXAS INSTRS INC	108,512	$8.742M	2.1%	$80.56 *	$60.64	+4.2%	COM	882508104
AMAT	APPLIED MATLS INC	221,342	$8.61M	2.1%	$38.90 *	$24.69	+43.0%	COM	038222105
WDC	WESTERN DIGITAL CORP	103,532	$8.544M	2.1%	$82.53 *	$50.31	+11.4%	COM	958102105
—	LAM RESEARCH CORP	63,575	$8.16M	2.0%	$128.35	$105.73	—	COM	512807108
—	SYMANTEC CORP	260,284	$7.986M	1.9%	$30.68	$30.68	—	COM	871503108
BA	BOEING CO	44,502	$7.871M	1.9%	$176.87 *	$158.76	+4.2%	COM	097023105
NVDA	NVIDIA CORP	71,621	$7.802M	1.9%	$108.93 *	$0.73	+265.5%	COM	67066G104
MCHP	MICROCHIP TECHNOLOGY INC	104,210	$7.689M	1.9%	$73.78 *	$27.78	+13.0%	COM	595017104
MAR	MARRIOTT INTL INC NEW	80,041	$7.538M	1.8%	$94.18 *	$80.37	+8.6%	CL A	571903202
—	DU PONT E I DE NEMOURS & CO	92,011	$7.391M	1.8%	$80.33	$80.33	—	COM	263534109
CHTR	CHARTER COMMUNICATIONS INC N	22,531	$7.375M	1.8%	$327.33	$269.28	+21.6%	CL A	16119P108
UNH	UNITEDHEALTH GROUP INC	43,979	$7.213M	1.7%	$164.01 *	$142.11	+0.4%	COM	91324P102
CSX	CSX CORP	154,382	$7.186M	1.7%	$46.55 *	$9.89	+39.3%	COM	126408103
JPM	JPMORGAN CHASE & CO	79,744	$7.005M	1.7%	$87.84 *	$59.89	+15.8%	COM	46625H100
ADI	ANALOG DEVICES INC	85,159	$6.979M	1.7%	$81.95 *	$57.16	+21.6%	COM	032654105
GS	GOLDMAN SACHS GROUP INC	29,230	$6.715M	1.6%	$229.73 *	$200.04	-4.7%	COM	38141G104
ROST	ROSS STORES INC	98,247	$6.472M	1.6%	$65.87 *	$60.13	+0.4%	COM	778296103
TMUS	T MOBILE US INC	75,287	$4.863M	1.2%	$64.59 *	$50.55	+23.4%	COM	872590104
NTES	NETEASE INC	16,941	$4.811M	1.2%	$283.99	$218.30	+30.1%	SPONSORED ADR	64110W102
—	UNITED TECHNOLOGIES CORP	40,026	$4.491M	1.1%	$112.20	$101.60	—	COM	913017109
MRK	MERCK & CO INC	68,754	$4.369M	1.1%	$63.55 *	$44.08	+5.0%	COM	58933Y105
CVX	CHEVRON CORP NEW	40,107	$4.306M	1.0%	$107.36 *	$73.80	+0.0%	COM	166764100
—	TWENTY FIRST CENTY FOX INC	130,501	$4.227M	1.0%	$32.39	$32.39	—	CL A	90130A101
CMCSA	COMCAST CORP NEW	106,054	$3.987M	1.0%	$37.59 *	$27.67	+9.5%	CL A	20030N101
BAC	BANK AMER CORP	164,553	$3.882M	0.9%	$23.59 *	$15.68	+23.1%	COM	060505104
—	TIME WARNER INC	39,552	$3.865M	0.9%	$97.72	$96.53	—	COM NEW	887317303
KLAC	KLA-TENCOR CORP	40,546	$3.855M	0.9%	$95.08 *	$76.28	+8.2%	COM	482480100
—	LEUCADIA NATL CORP	146,994	$3.822M	0.9%	$26.00	$25.51	—	COM	527288104
—	MAXIM INTEGRATED PRODS INC	82,235	$3.697M	0.9%	$44.96	$44.96	—	COM	57772K101
—	SIRIUS XM HLDGS INC	714,697	$3.681M	0.9%	$5.15	$5.15	—	COM	82968B103
RSG	REPUBLIC SVCS INC	58,539	$3.677M	0.9%	$62.81 *	$41.44	+31.9%	COM	760759100
ALL	ALLSTATE CORP	44,371	$3.616M	0.9%	$81.49 *	$64.52	+3.8%	COM	020002101
MS	MORGAN STANLEY	83,947	$3.596M	0.9%	$42.84 *	$29.14	+14.0%	COM NEW	617446448
PCAR	PACCAR INC	53,379	$3.587M	0.9%	$67.20 *	$32.11	-0.4%	COM	693718108
NSC	NORFOLK SOUTHERN CORP	31,739	$3.554M	0.9%	$111.98 *	$85.03	+10.3%	COM	655844108
—	BB&T CORP	78,924	$3.528M	0.8%	$44.70	$44.70	—	COM	054937107
PWR	QUANTA SVCS INC	95,048	$3.527M	0.8%	$37.11	$30.80	+18.2%	COM	74762E102
GD	GENERAL DYNAMICS CORP	18,741	$3.508M	0.8%	$187.18 *	$152.10	+1.3%	COM	369550108
—	TIFFANY & CO NEW	36,527	$3.481M	0.8%	$95.30	$95.30	—	COM	886547108
AKAM	AKAMAI TECHNOLOGIES INC	58,061	$3.466M	0.8%	$59.70	$65.71	-9.1%	COM	00971T101
—	HARRIS CORP DEL	30,649	$3.41M	0.8%	$111.26	$102.88	—	COM	413875105
L	LOEWS CORP	71,480	$3.343M	0.8%	$46.77 *	$42.10	+6.8%	COM	540424108
AAL	AMERICAN AIRLS GROUP INC	77,722	$3.288M	0.8%	$42.30 *	$43.78	-6.4%	COM	02376R102
URI	UNITED RENTALS INC	25,163	$3.147M	0.8%	$125.06 *	$117.82	+2.8%	COM	911363109
—	SUNTRUST BKS INC	55,879	$3.09M	0.7%	$55.30	$54.84	—	COM	867914103
ALB	ALBEMARLE CORP	28,260	$2.985M	0.7%	$105.63 *	$86.27	+8.8%	COM	012653101
USB	US BANCORP DEL	56,546	$2.912M	0.7%	$51.50 *	$33.77	+9.4%	COM NEW	902973304
—	INGERSOLL-RAND PLC	35,800	$2.911M	0.7%	$81.31	$75.04	—	SHS	G47791101
APH	AMPHENOL CORP NEW	40,891	$2.91M	0.7%	$71.16 *	$15.27	+7.3%	CL A	032095101
PH	PARKER HANNIFIN CORP	18,068	$2.897M	0.7%	$160.34 *	$115.62	+21.3%	COM	701094104
WM	WASTE MGMT INC DEL	39,480	$2.879M	0.7%	$72.92 *	$60.93	+2.6%	COM	94106L109
—	WYNDHAM WORLDWIDE CORP	34,051	$2.87M	0.7%	$84.29	$84.29	—	COM	98310W108
MPC	MARATHON PETE CORP	56,637	$2.862M	0.7%	$50.53 *	$37.82	+1.9%	COM	56585A102
—	TE CONNECTIVITY LTD	37,940	$2.828M	0.7%	$74.54	$73.57	—	REG SHS	H84989104
DHR	DANAHER CORP DEL	32,731	$2.799M	0.7%	$85.52 *	$67.19	+8.2%	COM	235851102
UAL	UNITED CONTL HLDGS INC	38,460	$2.717M	0.7%	$70.64	$72.28	-2.3%	COM	910047109
PRU	PRUDENTIAL FINL INC	25,348	$2.704M	0.7%	$106.68 *	$62.61	+13.7%	COM	744320102
CME	CME GROUP INC	22,412	$2.663M	0.6%	$118.82 *	$87.56	-0.8%	COM	12572Q105
PNC	PNC FINL SVCS GROUP INC	21,954	$2.64M	0.6%	$120.25 *	$91.30	-1.8%	COM	693475105
ZION	ZIONS BANCORPORATION	62,304	$2.617M	0.6%	$42.00	$36.84	+14.0%	COM	989701107
MASI	MASIMO CORP	22,406	$2.09M	0.5%	$93.28	$74.38	+25.4%	COM	574795100
MEI	METHODE ELECTRS INC	34,892	$1.591M	0.4%	$45.60 *	$29.35	+28.3%	COM	591520200
DORM	DORMAN PRODUCTS INC	18,842	$1.547M	0.4%	$82.10	$67.94	+20.9%	COM	258278100
SWKS	SKYWORKS SOLUTIONS INC	15,734	$1.542M	0.4%	$98.00 *	$63.42	+27.9%	COM	83088M102
GNTX	GENTEX CORP	70,004	$1.493M	0.4%	$21.33	$19.68	+8.4%	COM	371901109
TREX	TREX CO INC	21,380	$1.484M	0.4%	$69.41 *	$17.24	+0.7%	COM	89531P105
ALK	ALASKA AIR GROUP INC	15,119	$1.394M	0.3%	$92.20 *	$65.47	+32.8%	COM	011659109
LUV	SOUTHWEST AIRLS CO	25,795	$1.387M	0.3%	$53.77 *	$48.27	+0.1%	COM	844741108
HII	HUNTINGTON INGALLS INDS INC	6,700	$1.342M	0.3%	$200.30 *	$170.49	-1.3%	COM	446413106
LCII	LCI INDS	13,256	$1.323M	0.3%	$99.80 *	$81.42	-7.0%	COM	50189K103
—	HAWAIIAN HOLDINGS INC	26,129	$1.214M	0.3%	$46.46	$48.45	—	COM	419879101
PFBC	PREFERRED BK LOS ANGELES CA	22,556	$1.21M	0.3%	$53.64	$54.31	-1.2%	COM NEW	740367404
—	COHERENT INC	5,588	$1.149M	0.3%	$205.62	$163.65	—	COM	192479103
SLAB	SILICON LABORATORIES INC	15,442	$1.136M	0.3%	$73.57	$66.30	+10.9%	COM	826919102
PHM	PULTE GROUP INC	48,066	$1.132M	0.3%	$23.55 *	$19.47	+9.6%	COM	745867101
CPRT	COPART INC	17,944	$1.111M	0.3%	$61.91 *	$7.35	+5.3%	COM	217204106
MKSI	MKS INSTRUMENT INC	16,005	$1.1M	0.3%	$68.73 *	$52.10	+23.1%	COM	55306N104
SATS	ECHOSTAR CORP	18,804	$1.071M	0.3%	$56.96 *	$43.64	+5.8%	CL A	278768106
—	MICHAEL KORS HLDGS LTD	27,495	$1.048M	0.3%	$38.12	$38.12	—	SHS	G60754101
MANH	MANHATTAN ASSOCS INC	20,096	$1.046M	0.3%	$52.05	$53.33	-2.4%	COM	562750109
DE	DEERE & CO	9,541	$1.039M	0.3%	$108.90 *	$86.42	+10.3%	COM	244199105
SHOO	MADDEN STEVEN LTD	26,779	$1.032M	0.2%	$38.54 *	$21.00	+5.7%	COM	556269108
LOW	LOWES COS INC	12,538	$1.031M	0.2%	$82.23 *	$59.80	+16.9%	COM	548661107
CNA	CNA FINL CORP	23,246	$1.027M	0.2%	$44.18 *	$21.42	+12.9%	COM	126117100
RHI	ROBERT HALF INTL INC	21,020	$1.026M	0.2%	$48.81	$40.87	+19.5%	COM	770323103
JBLU	JETBLUE AIRWAYS CORP	49,550	$1.021M	0.2%	$20.61	$20.39	+1.1%	COM	477143101
ROP	ROPER TECHNOLOGIES INC	4,945	$1.021M	0.2%	$206.47 *	$190.21	+3.0%	COM	776696106
NTTYY	NIPPON TELEG TEL CORP	23,782	$1.019M	0.2%	$42.85	$42.96	-0.3%	SPONSORED ADR	654624105
SNPS	SYNOPSYS INC	14,098	$1.017M	0.2%	$72.14	$59.50	+21.2%	COM	871607107
UCTT	ULTRA CLEAN HLDGS INC	60,257	$1.017M	0.2%	$16.88	$9.65	+74.7%	COM	90385V107
MGA	MAGNA INTL INC	23,371	$1.009M	0.2%	$43.17 *	$33.44	-0.8%	COM	559222401
NDSN	NORDSON CORP	8,183	$1.005M	0.2%	$122.82 *	$87.54	+28.0%	COM	655663102
—	TARO PHARMACEUTICAL INDS LTD	8,478	$989K	0.2%	$116.65	$109.50	—	SHS	M8737E108
BBD	BANCO BRADESCO S A	95,174	$975K	0.2%	$10.24	$7.32	+39.9%	SP ADR PFD NEW	059460303
—	HOLLYSYS AUTOMATION TECHNOLO	57,067	$966K	0.2%	$16.93	$18.32	—	SHS	G45667105
TM	TOYOTA MOTOR CORP	8,743	$950K	0.2%	$108.66	$103.05	+5.4%	SP ADR REP2COM	892331307
STIP	ISHARES TR	9,271	$941K	0.2%	$101.50	$101.08	+0.4%	0-5 YR TIPS ETF	46429B747
SOXX	ISHARES TR	6,642	$909K	0.2%	$136.86 *	$43.61	+4.6%	PHLX SEMICND ETF	464287523
SAM	BOSTON BEER INC	6,268	$907K	0.2%	$144.70	$156.51	-7.6%	CL A	100557107
FLOT	ISHARES TR	17,663	$899K	0.2%	$50.90	$50.73	+0.3%	FLTG RATE BD ETF	46429B655
—	POWERSHARES ETF TR II	44,271	$878K	0.2%	$19.83	$19.83	—	EMER MRKT PORT	73936T763
—	POWERSHARES ETF TRUST	24,726	$874K	0.2%	$35.35	$35.35	—	DYNM LRG CP VL	73935X708
ITA	ISHARES TR	5,687	$846K	0.2%	$148.76 *	$68.14	+9.1%	U.S. AER&DEF ETF	464288760
GM	GENERAL MTRS CO	23,463	$830K	0.2%	$35.37 *	$30.95	-2.6%	COM	37045V100
TER	TERADYNE INC	25,521	$794K	0.2%	$31.11 *	$27.23	+8.9%	COM	880770102
—	IAC INTERACTIVECORP	10,736	$791K	0.2%	$73.68	$73.68	—	COM	44919P508
ACGL	ARCH CAP GROUP LTD	8,289	$786K	0.2%	$94.82 *	$29.06	+3.4%	ORD	G0450A105
WEN	WENDYS CO	57,130	$778K	0.2%	$13.62	$13.64	-0.2%	COM	95058W100
CPA	COPA HOLDINGS SA	6,909	$776K	0.2%	$112.32 *	$79.07	+10.6%	CL A	P31076105
ROL	ROLLINS INC	20,135	$748K	0.2%	$37.15 *	$14.20	+4.4%	COM	775711104
—	PACWEST BANCORP DEL	13,973	$744K	0.2%	$53.25	$53.25	—	COM	695263103
BWXT	BWX TECHNOLOGIES INC	15,509	$738K	0.2%	$47.59 *	$39.26	+9.2%	COM	05605H100
—	SVB FINL GROUP	3,959	$737K	0.2%	$186.16	$186.16	—	COM	78486Q101
PKG	PACKAGING CORP AMER	7,910	$725K	0.2%	$91.66 *	$61.37	+15.6%	COM	695156109
ALSN	ALLISON TRANSMISSION HLDGS I	20,028	$722K	0.2%	$36.05 *	$30.95	+1.5%	COM	01973R101
—	HESKA CORP	6,333	$665K	0.2%	$105.01	$105.01	—	COM RESTRC NEW	42805E306
THO	THOR INDS INC	6,557	$630K	0.2%	$96.08 *	$57.57	+40.1%	COM	885160101
ENTG	ENTEGRIS INC	26,597	$622K	0.1%	$23.39 *	$19.78	+13.3%	COM	29362U104
RRC	RANGE RES CORP	21,075	$613K	0.1%	$29.09	$30.88	-5.8%	COM	75281A109
AZTA	BROOKS AUTOMATION INC	27,251	$610K	0.1%	$22.38 *	$18.85	+13.2%	COM	114340102
—	CENTERSTATE BANKS INC	22,902	$593K	0.1%	$25.89	$25.21	—	COM	15201P109
AAOI	APPLIED OPTOELECTRONICS INC	10,554	$593K	0.1%	$56.19	$23.17	+142.3%	COM	03823U102
—	NUTRI SYS INC NEW	10,611	$589K	0.1%	$55.51	$38.83	—	COM	67069D108
ETR	ENTERGY CORP NEW	7,749	$589K	0.1%	$76.01 *	$26.14	+4.1%	COM	29364G103
ROK	ROCKWELL AUTOMATION INC	3,754	$585K	0.1%	$155.83 *	$126.71	+4.5%	COM	773903109
PGR	PROGRESSIVE CORP OHIO	14,767	$579K	0.1%	$39.21 *	$29.31	+3.3%	COM	743315103
WD	WALKER & DUNLOP INC	13,833	$577K	0.1%	$41.71 *	$30.19	+13.1%	COM	93148P102
—	ASPEN TECHNOLOGY INC	9,781	$576K	0.1%	$58.89	$58.89	—	COM	045327103
NTAP	NETAPP INC	13,700	$573K	0.1%	$41.82 *	$24.01	+38.9%	COM	64110D104
PEGA	PEGASYSTEMS INC	12,874	$565K	0.1%	$43.89 *	$17.83	+23.0%	COM	705573103
—	PIONEER NAT RES CO	3,022	$563K	0.1%	$186.30	$180.08	—	COM	723787107
FRME	FIRST MERCHANTS CORP	14,245	$560K	0.1%	$39.31 *	$29.75	+1.1%	COM	320817109
OSUR	ORASURE TECHNOLOGIES INC	43,232	$559K	0.1%	$12.93	$10.34	+25.0%	COM	68554V108
—	ALTRA INDL MOTION CORP	14,353	$559K	0.1%	$38.95	$38.95	—	COM	02208R106
—	BNC BANCORP	15,815	$554K	0.1%	$35.03	$35.03	—	COM	05566T101
GDOT	GREEN DOT CORP	16,574	$553K	0.1%	$33.37	$28.33	+17.8%	CL A	39304D102
CC	CHEMOURS CO	14,249	$549K	0.1%	$38.53 *	$15.00	+87.8%	COM	163851108
—	SEAGATE TECHNOLOGY PLC	11,906	$547K	0.1%	$45.94	$38.56	—	SHS	G7945M107
LFUS	LITTELFUSE INC	3,418	$547K	0.1%	$160.04	$158.51	+0.9%	COM	537008104
TSEM	TOWER SEMICONDUCTOR LTD	23,666	$546K	0.1%	$23.07	$16.83	+37.0%	SHS NEW	M87915274
EFSC	ENTERPRISE FINL SVCS CORP	12,796	$543K	0.1%	$42.44 *	$36.08	+0.2%	COM	293712105
KOP	KOPPERS HOLDINGS INC	12,805	$542K	0.1%	$42.33 *	$40.70	+0.9%	COM	50060P106
AEIS	ADVANCED ENERGY INDS	7,850	$538K	0.1%	$68.54	$60.60	+11.0%	COM	007973100
—	VMWARE INC	5,798	$534K	0.1%	$92.10	$78.73	—	CL A COM	928563402
TCBI	TEXAS CAPITAL BANCSHARES INC	6,303	$526K	0.1%	$83.45	$83.82	-0.4%	COM	88224Q107
—	ARISTA NETWORKS INC	3,966	$525K	0.1%	$132.38	$132.38	—	COM	040413106
—	LEGACY TEX FINL GROUP INC	13,163	$525K	0.1%	$39.88	$42.93	—	COM	52471Y106
SLM	SLM CORP	43,069	$521K	0.1%	$12.10	$9.31	+29.9%	COM	78442P106
SAIA	SAIA INC	11,632	$515K	0.1%	$44.27	$46.72	-5.2%	COM	78709Y105
AFG	AMERICAN FINL GROUP INC OHIO	5,374	$513K	0.1%	$95.46 *	$45.13	+4.1%	COM	025932104
CGNX	COGNEX CORP	6,097	$512K	0.1%	$83.98 *	$24.61	+58.8%	COM	192422103
SIGI	SELECTIVE INS GROUP INC	10,856	$512K	0.1%	$47.16 *	$39.01	+6.2%	COM	816300107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	15,532	$510K	0.1%	$32.84	$28.98	+13.3%	SPONSORED ADR	874039100
OC	OWENS CORNING NEW	8,217	$504K	0.1%	$61.34	$57.34	+7.0%	COM	690742101
ESNT	ESSENT GROUP LTD	13,914	$503K	0.1%	$36.15 *	$31.06	+4.2%	COM	G3198U102
SANM	SANMINA CORPORATION	12,346	$501K	0.1%	$40.58	$38.68	+5.0%	COM	801056102
VC	VISTEON CORP	5,100	$500K	0.1%	$98.04	$91.72	+6.3%	COM NEW	92839U206
RCL	ROYAL CARIBBEAN CRUISES LTD	5,015	$492K	0.1%	$98.11 *	$85.28	+5.2%	COM	V7780T103
POOL	POOL CORPORATION	4,100	$489K	0.1%	$119.27 *	$101.27	+6.7%	COM	73278L105
—	BOARDWALK PIPELINE PARTNERS	26,518	$486K	0.1%	$18.33	$18.33	—	UT LTD PARTNER	096627104
LPLA	LPL FINL HLDGS INC	12,126	$483K	0.1%	$39.83	$39.30	+1.3%	COM	50212V100
ARCC	ARES CAP CORP	27,695	$481K	0.1%	$17.37 *	$7.44	+2.3%	COM	04010L103
TX	TERNIUM SA	18,203	$475K	0.1%	$26.09	$24.85	+5.1%	SPON ADR	880890108
UNM	UNUM GROUP	9,949	$467K	0.1%	$46.94	$33.82	+38.7%	COM	91529Y106
FHN	FIRST HORIZON NATL CORP	25,196	$466K	0.1%	$18.49 *	$14.36	-5.6%	COM	320517105
WAFD	WASHINGTON FED INC	14,073	$466K	0.1%	$33.11 *	$18.01	+41.1%	COM	938824109
MTG	MGIC INVT CORP WIS	45,385	$460K	0.1%	$10.14	$10.53	-3.8%	COM	552848103
SFNC	SIMMONS 1ST NATL CORP	8,327	$459K	0.1%	$55.12 *	$29.41	-6.3%	CL A $1 PAR	828730200
RF	REGIONS FINL CORP NEW	31,008	$451K	0.1%	$14.54 *	$10.60	-1.2%	COM	7591EP100
HUBG	HUB GROUP INC	9,620	$446K	0.1%	$46.36 *	$23.63	-1.8%	CL A	443320106
ATI	ALLEGHENY TECHNOLOGIES INC	24,699	$444K	0.1%	$17.98	$18.80	-4.4%	COM	01741R102
LOPE	GRAND CANYON ED INC	5,690	$407K	0.1%	$71.53	$62.10	+15.3%	COM	38526M106
MRCY	MERCURY SYS INC	9,454	$369K	0.1%	$39.03	$35.55	+9.8%	COM	589378108
—	MONEYGRAM INTL INC	21,917	$368K	0.1%	$16.79	$16.79	—	COM NEW	60935Y208
—	II VI INC	9,887	$356K	0.1%	$36.01	$36.01	—	COM	902104108
OSIS	OSI SYSTEMS INC	4,707	$344K	0.1%	$73.08	$74.27	-1.7%	COM	671044105
—	PACIFIC PREMIER BANCORP	8,729	$337K	0.1%	$38.61	$38.61	—	COM	69478X105
EXTR	EXTREME NETWORKS INC	44,120	$331K	0.1%	$7.50	$5.99	+25.4%	COM	30226D106
—	DEVRY ED GROUP INC	9,307	$330K	0.1%	$35.46	$35.46	—	COM	251893103
—	FRANCESCAS HLDGS CORP	21,463	$329K	0.1%	$15.33	$15.33	—	COM	351793104
KRO	KRONOS WORLDWIDE INC	19,713	$324K	0.1%	$16.44 *	$8.90	+18.6%	COM	50105F105
FIBK	FIRST INTST BANCSYSTEM INC	8,087	$321K	0.1%	$39.69 *	$23.57	+9.8%	COM CL A	32055Y201
LNWO	SCIENTIFIC GAMES CORP	13,387	$317K	0.1%	$23.68	$13.68	+72.9%	CL A	80874P109
—	BARNES GROUP INC	5,915	$304K	0.1%	$51.39	$51.39	—	COM	067806109
BCO	BRINKS CO	5,666	$303K	0.1%	$53.48 *	$44.30	+9.9%	COM	109696104
FDX	FEDEX CORP	1,535	$300K	0.1%	$195.44 *	$158.34	+6.7%	COM	31428X106
ORCL	ORACLE CORP	6,732	$300K	0.1%	$44.56 *	$36.49	+7.1%	COM	68389X105
—	KEMET CORP	24,998	$300K	0.1%	$12.00	$12.00	—	COM NEW	488360207
—	MONSANTO CO NEW	2,613	$296K	0.1%	$113.28	$113.28	—	COM	61166W101
SIG	SIGNET JEWELERS LIMITED	4,280	$296K	0.1%	$69.16 *	$62.02	-7.3%	SHS	G81276100
—	ORBOTECH LTD	9,167	$296K	0.1%	$32.29	$32.29	—	ORD	M75253100
ORA	ORMAT TECHNOLOGIES INC	5,189	$296K	0.1%	$57.04 *	$52.20	+3.2%	COM	686688102
THRM	GENTHERM INC	7,539	$296K	0.1%	$39.26	$35.81	+9.6%	COM	37253A103
MSA	MSA SAFETY INC	4,174	$295K	0.1%	$70.68	$62.61	+12.9%	COM	553498106
ABBV	ABBVIE INC	4,519	$294K	0.1%	$65.06 *	$41.92	+7.6%	COM	00287Y109
—	HUDSON PAC PPTYS INC	8,439	$292K	0.1%	$34.60	$34.60	—	COM	444097109
DXPE	DXP ENTERPRISES INC NEW	7,688	$291K	0.1%	$37.85	$35.69	+6.1%	COM NEW	233377407
OTEX	OPEN TEXT CORP	8,487	$289K	0.1%	$34.05 *	$25.34	+9.5%	COM	683715106
EXC	EXELON CORP	7,968	$287K	0.1%	$36.02 *	$18.70	+1.1%	COM	30161N101
MA	MASTERCARD INCORPORATED	2,547	$286K	0.1%	$112.29 *	$104.26	+2.6%	CL A	57636Q104
FNF	FIDELITY NATIONAL FINANCIAL	7,309	$285K	0.1%	$38.99 *	$17.80	+6.8%	FNF GROUP COM	31620R303
—	PREMIER INC	8,911	$284K	0.1%	$31.87	$31.87	—	CL A	74051N102
—	MERITOR INC	16,564	$284K	0.1%	$17.15	$17.15	—	COM	59001K100
TPC	TUTOR PERINI CORP	8,937	$284K	0.1%	$31.78	$29.67	+7.2%	COM	901109108
—	STERLING BANCORP DEL	11,943	$283K	0.1%	$23.70	$23.70	—	COM	85917A100
TNET	TRINET GROUP INC	9,800	$283K	0.1%	$28.88 *	$26.11	+7.9%	COM	896288107
UNP	UNION PAC CORP	2,668	$283K	0.1%	$106.07 *	$80.32	+8.7%	COM	907818108
BK	BANK NEW YORK MELLON CORP	5,969	$282K	0.1%	$47.24 *	$35.50	+5.3%	COM	064058100
MET	METLIFE INC	5,325	$281K	0.1%	$52.77 *	$35.32	-1.0%	COM	59156R108
C	CITIGROUP INC	4,705	$281K	0.1%	$59.72 *	$44.67	+1.2%	COM NEW	172967424
—	RAYTHEON CO	1,835	$280K	0.1%	$152.59	$136.12	—	COM NEW	755111507
TTMI	TTM TECHNOLOGIES INC	17,223	$278K	0.1%	$16.14	$10.65	+51.4%	COM	87305R109
—	CHINA LODGING GROUP LTD	4,476	$278K	0.1%	$62.11	$62.11	—	SPONSORED ADR	16949N109
SGI	TEMPUR SEALY INTL INC	5,920	$275K	0.1%	$46.45 *	$12.85	-9.6%	COM	88023U101
EIG	EMPLOYERS HOLDINGS INC	7,229	$274K	0.1%	$37.90 *	$28.89	+0.9%	COM	292218104
—	BLACKROCK INC	713	$273K	0.1%	$382.89	$382.89	—	COM	09247X101
FLEX	FLEX LTD	16,263	$273K	0.1%	$16.79 *	$11.98	+5.7%	ORD	Y2573F102
BZH	BEAZER HOMES USA INC	22,401	$272K	0.1%	$12.14	$12.84	-5.5%	COM NEW	07556Q881
DVN	DEVON ENERGY CORP NEW	6,486	$271K	0.1%	$41.78 *	$31.04	-5.0%	COM	25179M103
—	PCM INC	9,566	$268K	0.1%	$28.02	$28.02	—	COM	69323K100
KLIC	KULICKE & SOFFA INDS INC	13,071	$266K	0.1%	$20.35 *	$16.77	+5.7%	COM	501242101
COF	CAPITAL ONE FINL CORP	3,039	$263K	0.1%	$86.54 *	$76.35	-2.6%	COM	14040H105
WNC	WABASH NATL CORP	12,730	$263K	0.1%	$20.66 *	$16.35	+5.6%	COM	929566107
CRK	COMSTOCK RES INC	28,281	$261K	0.1%	$9.23 *	$9.57	-8.6%	COM	205768302
ABG	ASBURY AUTOMOTIVE GROUP INC	4,295	$258K	0.1%	$60.07	$57.19	+5.1%	COM	043436104
—	SIERRA WIRELESS INC	9,648	$256K	0.1%	$26.53	$26.53	—	COM	826516106
—	EXPRESS SCRIPTS HLDG CO	3,873	$255K	0.1%	$65.84	$65.84	—	COM	30219G108
—	HEALTH INS INNOVATIONS INC	15,738	$252K	0.1%	$16.01	$16.01	—	COM CL A	42225K106
AN	AUTONATION INC	5,882	$249K	0.1%	$42.33	$47.79	-11.5%	COM	05329W102
—	MCDERMOTT INTL INC	36,864	$249K	0.1%	$6.75	$7.39	—	COM	580037109
LXU	LSB INDS INC	24,859	$233K	0.1%	$9.37 *	$6.91	+4.5%	COM	502160104
—	CALIFORNIA RES CORP	14,880	$224K	0.1%	$15.05	$15.05	—	COM NEW	13057Q206
TWI	TITAN INTL INC ILL	20,335	$210K	0.1%	$10.33	$10.80	-5.4%	COM	88830M102
—	HORIZON GLOBAL CORP	14,975	$208K	0.1%	$13.89	$21.13	—	COM	44052W104