Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ELV	Anthem, Inc.	187,915	$29.02M	3.6%	$105.94	+15.2%	COM	036752103
BSX	Boston Scientific Corp.	1,383,405	$24.55M	3.0%	$11.73	+34.7%	COM	101137107
—	Dr. Pepper Snapple Group, Inc.	309,535	$24.29M	3.0%	$62.91	—	COM	26138E109
TXN	Texas Instruments, Inc.	392,140	$22.43M	2.8%	$33.69	+23.9%	COM	882508104
BA	Boeing Co	147,390	$22.12M	2.7%	$101.68	+25.7%	COM	097023105
—	Activision Blizzard Inc	938,835	$21.34M	2.6%	$18.46	—	COM	00507V109
AAPL	Apple Inc.	167,300	$20.82M	2.6%	$26.84	0.0%	COM	037833100
STZ	Constellation Brands, Inc.	177,765	$20.66M	2.6%	$64.63	+49.1%	COM	21036P108
—	Broadcom Corp.	462,225	$20.01M	2.5%	$43.33	—	COM	111320107
ADBE	Adobe Systems, Inc.	258,370	$19.1M	2.4%	$63.89	+16.8%	COM	00724F101
CTSH	Cognizant Technology Solutions	303,730	$18.95M	2.3%	$42.30	+23.6%	COM	192446102
—	Monsanto Co.	167,805	$18.89M	2.3%	$113.82	—	COM	61166W101
AMGN	Amgen Inc	117,620	$18.8M	2.3%	$97.19	+18.4%	COM	031162100
—	Johnson Controls Inc.	368,045	$18.56M	2.3%	$47.65	—	COM	478366107
PFG	Principal Finl Grp Inc	304,995	$15.67M	1.9%	$28.28	+19.1%	COM	74251V102
AZO	Autozone Inc.	22,230	$15.16M	1.9%	$532.97	+17.9%	COM	053332102
—	Starwood Hotels & Resorts Worl	180,660	$15.09M	1.9%	$80.69	—	COM	85590A401
VFC	V.F. Corp.	198,760	$14.97M	1.9%	$58.79	+17.8%	COM	918204108
—	Walgreens Boots Alliance, Inc.	175,625	$14.87M	1.8%	$84.68	—	COM	931427108
CAH	Cardinal Health Inc.	163,265	$14.74M	1.8%	$55.39	+14.9%	COM	14149Y108
CSCO	Cisco Systems Inc.	535,080	$14.73M	1.8%	$17.47	+15.0%	COM	17275R102
APH	Amphenol Corp.	249,380	$14.7M	1.8%	$11.09	+13.8%	COM	032095101
FIS	Fidelity National Info Srv	212,645	$14.47M	1.8%	$45.37	+19.5%	COM	31620M106
MA	Mastercard Inc Cl A	165,200	$14.27M	1.8%	$72.60	+11.9%	COM	57636Q104
LUV	Southwest Airlines	321,610	$14.25M	1.8%	$16.69	+131.2%	COM	844741108
UAL	United Continental Hldgs Inc.	210,990	$14.19M	1.8%	$43.33	+56.4%	COM	910047109
MAR	Marriott International Inc	172,350	$13.84M	1.7%	$61.85	+15.8%	COM	571903202
HST	Host Hotels & Resorts	681,215	$13.75M	1.7%	$13.80	+4.0%	COM	44107P104
MRK	Merck & Co.	238,290	$13.7M	1.7%	$38.77	+3.9%	COM	58933Y105
HRL	Hormel Foods Corp.	240,845	$13.69M	1.7%	$20.32	+4.2%	COM	440452100
—	Hewlett-Packard Co	433,870	$13.52M	1.7%	$32.59	—	COM	428236103
GAP	Gap Inc	309,900	$13.43M	1.7%	$28.49	0.0%	COM	364760108
—	St. Jude Medical Inc.	203,680	$13.32M	1.7%	$52.98	—	COM	790849103
META	Facebook, Inc.	155,345	$12.77M	1.6%	$75.97	+2.4%	COM	30303M102
AEP	American Electric Power	224,060	$12.6M	1.6%	$35.93	+12.3%	COM	025537101
XOM	Exxon Mobil Corp.	144,405	$12.27M	1.5%	$60.93	-8.8%	COM	30231G102
GPC	Genuine Parts Co	131,650	$12.27M	1.5%	$65.55	+7.4%	COM	372460105
WDC	Western Digital Corp	129,205	$11.76M	1.5%	$43.40	+50.8%	COM	958102105
CSX	CSX Corp.	353,155	$11.7M	1.4%	$9.83	-1.3%	COM	126408103
PNC	PNC Financial Services	109,335	$10.19M	1.3%	$59.97	+7.2%	COM	693475105
ADSK	Autodesk, Inc.	118,115	$6.926M	0.9%	$57.85	+2.4%	COM	052769106
EOG	EOG Resources Inc.	74,660	$6.846M	0.8%	$78.95	-16.1%	COM	26875P101
—	Pall Corp.	65,300	$6.555M	0.8%	$100.38	—	COM	696429307
COR	AmerisourceBergen Corp	46,050	$5.235M	0.6%	$49.82	+48.4%	COM	03073E105
—	Praxair Inc	42,130	$5.087M	0.6%	$120.59	—	COM	74005P104
DGX	Quest Diagnostics Inc	57,625	$4.428M	0.5%	$45.53	+26.5%	COM	74834L100
ZTS	Zoetis Inc.	85,000	$3.935M	0.5%	$32.02	+29.4%	COM	98978V103
FHI	Federated Investors Inc.	114,225	$3.871M	0.5%	$16.71	+21.1%	COM	314211103
SYNA	Synaptics Inc.	47,325	$3.848M	0.5%	$68.68	+9.9%	COM	87157D109
NWSA	News Corporation Cl. A	239,850	$3.84M	0.5%	$14.08	+1.0%	COM	65249B109
CPRT	Copart, Inc.	100,750	$3.785M	0.5%	$4.28	+8.3%	COM	217204106
SCI	Service Corp. Int'l	145,150	$3.781M	0.5%	$19.54	+24.4%	COM	817565104
—	McGraw Hill Financial, Inc.	35,625	$3.684M	0.5%	$84.46	—	COM	580645109
NAVI	Navient Corp.	172,750	$3.512M	0.4%	$16.58	+23.9%	COM	63938C108
WAT	Waters Corp.	27,725	$3.447M	0.4%	$104.58	+14.1%	COM	941848103
REGN	Regeneron Pharmaceuticals	7,425	$3.352M	0.4%	$306.44	+37.5%	COM	75886F107
HOG	Harley-Davidson, Inc.	52,950	$3.216M	0.4%	$64.07	-1.9%	COM	412822108
—	Mead Johnson Nutrition Co.	31,700	$3.187M	0.4%	$93.17	—	COM	582839106
NXPI	NXP Semiconductor	31,425	$3.154M	0.4%	$68.69	+13.9%	COM	N6596X109
PBI	Pitney Bowes Inc	125,325	$2.923M	0.4%	$24.66	-5.6%	COM	724479100
AAL	American Airlines Group Inc.	55,375	$2.923M	0.4%	$36.77	+31.0%	COM	02376R102
—	WABCO Holdings Inc	23,350	$2.869M	0.4%	$90.96	—	COM	92927K102
—	HealthSouth Corp	64,125	$2.845M	0.4%	$38.46	—	COM	421924309
AKAM	Akamai Technologies, Inc.	39,675	$2.819M	0.3%	$57.13	+15.7%	COM	00971T101
ROST	Ross Stores Inc.	26,750	$2.818M	0.3%	$37.58	+18.4%	COM	778296103
WWD	Woodward, Inc.	54,150	$2.762M	0.3%	$44.32	0.0%	COM	980745103
—	Scripps Networks	40,100	$2.749M	0.3%	$75.91	—	COM	811065101
CYH	Community Health Systems Inc.	51,650	$2.7M	0.3%	$42.44	-2.4%	COM	203668108
MPC	Marathon Petroleum Corp.	26,200	$2.683M	0.3%	$31.34	+9.7%	COM	56585A102
LEN	Lennar Corp Cl A	51,450	$2.666M	0.3%	$36.22	+14.1%	COM	526057104
—	Markit Ltd.	98,625	$2.653M	0.3%	$25.65	—	COM	G58249106
CHRW	CH Robinson Worldwide Inc.	34,650	$2.537M	0.3%	$52.34	+7.9%	COM	12541W209
—	Maxim Integrated Products	72,000	$2.506M	0.3%	$34.81	—	COM	57772K101
MUSA	Murphy USA, Inc.	34,500	$2.497M	0.3%	$62.23	+9.8%	COM	626755102
—	Freescale Semiconductor, Ltd.	56,525	$2.304M	0.3%	$19.53	—	COM	G3727Q101
BDC	Belden Inc.	24,425	$2.285M	0.3%	$83.24	0.0%	COM	077454106
—	CIT Group Inc.	49,450	$2.231M	0.3%	$49.05	—	COM	125581801
KBH	KB Home	141,850	$2.216M	0.3%	$14.00	-12.0%	COM	48666K109
—	Aircastle Ltd.	92,900	$2.087M	0.3%	$17.57	—	COM	G0129K104
KSS	Kohl's Corp	26,375	$2.064M	0.3%	$68.07	0.0%	COM	500255104
THRM	Gentherm, Inc.	32,775	$1.655M	0.2%	$39.11	+8.3%	COM	37253A103
—	ARM Holdings	28,525	$1.406M	0.2%	$45.56	—	ADR	042068106
—	Fairchild Semiconductor	75,900	$1.38M	0.2%	$17.47	—	COM	303726103
ALLY	Ally Financial	60,975	$1.279M	0.2%	$17.28	-6.9%	COM	02005N100
—	MDC Holdings Inc.	44,875	$1.279M	0.2%	$28.28	—	COM	552676108
OMAB	Grupo Aeroportuario Del Centro	31,400	$1.221M	0.2%	$26.65	—	ADR	400501102
—	Alexion Pharmaceuticals, Inc.	6,875	$1.191M	0.1%	$165.51	—	COM	015351109
—	Bunge Limited	14,225	$1.172M	0.1%	$84.23	—	COM	G16962105
—	National Instruments	35,450	$1.136M	0.1%	$30.92	—	COM	636518102
—	Dean Foods	65,950	$1.09M	0.1%	$19.38	—	COM	242370203
PAC	Grupo Aeroportuario Del Pacifi	16,550	$1.085M	0.1%	$51.56	—	ADR	400506101
ASR	Grupo Aeroportuario Del Surest	6,450	$867K	0.1%	$109.49	—	ADR	40051E202
RHI	Robert Half International Co.	10,375	$628K	0.1%	$44.79	+34.3%	COM	770323103