Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
XOM	EXXON MOBIL CORP	370,371	$33.46M	3.5%	$90.35 *	$53.69	0.0%	COM	30231G102
LLY	LILLY ELI & CO	658,959	$32.37M	3.4%	$49.12 *	$42.21	0.0%	COM	532457108
IBM	INTERNATIONAL BUSINESS MACHS	139,857	$26.73M	2.8%	$191.11 *	$118.94	0.0%	COM	459200101
AAPL	APPLE INC	67,018	$26.57M	2.8%	$396.54 *	$13.16	0.0%	COM	037833100
VNQ	VANGUARD INDEX FDS	379,063	$26.05M	2.7%	$68.72	$68.72	—	REIT ETF	922908553
V	VISA INC	128,150	$23.42M	2.5%	$182.75 *	$40.02	0.0%	COM CL A	92826C839
MET	METLIFE INC	508,058	$23.25M	2.5%	$45.76 *	$24.43	0.0%	COM	59156R108
CVX	CHEVRON CORP NEW	192,104	$22.73M	2.4%	$118.34 *	$71.30	0.0%	COM	166764100
JPM	JPMORGAN CHASE & CO	414,226	$21.87M	2.3%	$52.79 *	$36.24	0.0%	COM	46625H100
WFC	WELLS FARGO & CO NEW	522,770	$21.57M	2.3%	$41.27 *	$27.36	0.0%	COM	949746101
PFE	PFIZER INC	758,222	$21.24M	2.2%	$28.01 *	$16.46	0.0%	COM	717081103
DHR	DANAHER CORP DEL	333,664	$21.12M	2.2%	$63.30 *	$25.01	0.0%	COM	235851102
BALL	BALL CORP	488,434	$20.29M	2.1%	$41.54 *	$19.77	0.0%	COM	058498106
TGT	TARGET CORP	284,802	$19.61M	2.1%	$68.86 *	$47.95	0.0%	COM	87612E106
QCOM	QUALCOMM INC	314,496	$19.21M	2.0%	$61.09 *	$45.06	0.0%	COM	747525103
—	DIRECTV	305,642	$18.84M	2.0%	$61.64	$61.64	—	COM	25490A309
ORCL	ORACLE CORP	604,352	$18.56M	2.0%	$30.71 *	$27.58	0.0%	COM	68389X105
WMT	WAL-MART STORES INC	248,403	$18.5M	2.0%	$74.49 *	$19.98	0.0%	COM	931142103
ONB	OLD NATL BANCORP IND	1,270,393	$17.57M	1.9%	$13.83 *	$13.13	0.0%	COM	680033107
TMO	THERMO FISHER SCIENTIFIC INC	198,584	$16.81M	1.8%	$84.63 *	$79.76	0.0%	COM	883556102
—	PERRIGO CO	130,784	$15.82M	1.7%	$121.00	$121.00	—	COM	714290103
PWR	QUANTA SVCS INC	595,116	$15.75M	1.7%	$26.46 *	$27.23	0.0%	COM	74762E102
EMR	EMERSON ELEC CO	281,344	$15.34M	1.6%	$54.54 *	$40.02	0.0%	COM	291011104
ABBV	ABBVIE INC	366,302	$15.14M	1.6%	$41.34 *	$26.55	0.0%	COM	00287Y109
DE	DEERE & CO	179,668	$14.6M	1.5%	$81.25 *	$68.04	0.0%	COM	244199105
CHD	CHURCH & DWIGHT INC	236,168	$14.57M	1.5%	$61.71 *	$26.18	0.0%	COM	171340102
XLY	SELECT SECTOR SPDR TR	256,821	$14.48M	1.5%	$56.40	$56.40	—	SBI CONS DISCR	81369Y407
—	ALLERGAN INC	171,616	$14.46M	1.5%	$84.24	$84.24	—	COM	018490102
—	WALGREEN CO	319,192	$14.11M	1.5%	$44.20	$44.20	—	COM	931422109
COST	COSTCO WHSL CORP NEW	118,697	$13.13M	1.4%	$110.58 *	$86.56	0.0%	COM	22160K105
EBAY	EBAY INC	249,096	$12.88M	1.4%	$51.72 *	$20.18	0.0%	COM	278642103
TJX	TJX COS INC NEW	255,428	$12.79M	1.3%	$50.06 *	$20.82	0.0%	COM	872540109
ABT	ABBOTT LABS	362,511	$12.64M	1.3%	$34.88 *	$28.85	0.0%	COM	002824100
—	NOBLE ENERGY INC	206,130	$12.38M	1.3%	$60.04	$60.04	—	COM	655044105
GS	GOLDMAN SACHS GROUP INC	81,662	$12.35M	1.3%	$151.25 *	$120.06	0.0%	COM	38141G104
C	CITIGROUP INC	255,045	$12.23M	1.3%	$47.97 *	$35.76	0.0%	COM NEW	172967424
—	STERICYCLE INC	109,236	$12.06M	1.3%	$110.43	$110.43	—	COM	858912108
SLB	SCHLUMBERGER LTD	164,184	$11.77M	1.2%	$71.66 *	$52.90	0.0%	COM	806857108
MCD	MCDONALDS CORP	115,994	$11.48M	1.2%	$99.01 *	$71.80	0.0%	COM	580135101
—	PRAXAIR INC	88,509	$10.19M	1.1%	$115.16	$115.16	—	COM	74005P104
—	BARCLAYS BK PLC	317,456	$8.987M	0.9%	$28.31	$28.31	—	ETN DJUBS IND MT	06738G407
XLP	SELECT SECTOR SPDR TR	221,175	$8.774M	0.9%	$39.67	$39.67	—	SBI CONS STPLS	81369Y308
ALB	ALBEMARLE CORP	139,195	$8.671M	0.9%	$62.29 *	$52.08	0.0%	COM	012653101
SPY	SPDR S&P 500 ETF TR	53,978	$8.659M	0.9%	$160.42	$160.42	—	TR UNIT	78462F103
BEN	FRANKLIN RES INC	61,720	$8.395M	0.9%	$136.02 *	$30.23	0.0%	COM	354613101
—	VECTREN CORP	242,834	$8.216M	0.9%	$33.83	$33.83	—	COM	92240G101
XLU	SELECT SECTOR SPDR TR	212,348	$7.991M	0.8%	$37.63	$37.63	—	SBI INT-UTILS	81369Y886
JNJ	JOHNSON & JOHNSON	91,203	$7.831M	0.8%	$85.86 *	$59.66	0.0%	COM	478160104
BMY	BRISTOL MYERS SQUIBB CO	162,496	$7.262M	0.8%	$44.69 *	$28.67	0.0%	COM	110122108
MRK	MERCK & CO INC NEW	100,136	$4.651M	0.5%	$46.45 *	$30.02	0.0%	COM	58933Y105
—	GENERAL ELECTRIC CO	182,119	$4.224M	0.4%	$23.19	$23.19	—	COM	369604103
BIIB	BIOGEN IDEC INC	18,400	$3.96M	0.4%	$215.22	$213.68	0.0%	COM	09062X103
PEP	PEPSICO INC	45,234	$3.7M	0.4%	$81.80 *	$56.00	0.0%	COM	713448108
T	AT&T INC	103,652	$3.67M	0.4%	$35.41 *	$11.40	0.0%	COM	00206R102
PM	PHILIP MORRIS INTL INC	38,547	$3.339M	0.4%	$86.62 *	$49.85	0.0%	COM	718172109
THFF	FIRST FINL CORP IND	101,964	$3.16M	0.3%	$30.99 *	$20.42	0.0%	COM	320218100
UNP	UNION PAC CORP	18,286	$2.821M	0.3%	$154.27 *	$57.06	0.0%	COM	907818108
BRK/A	BERKSHIRE HATHAWAY INC DEL	15	$2.529M	0.3%	$168600.00 *	$165023.42	0.0%	CL A	084670108
PG	PROCTER & GAMBLE CO	30,574	$2.354M	0.2%	$76.99 *	$55.00	0.0%	COM	742718109
—	DU PONT E I DE NEMOURS & CO	43,167	$2.266M	0.2%	$52.49	$52.49	—	COM	263534109
MMM	3M CO	19,938	$2.18M	0.2%	$109.34 *	$61.26	0.0%	COM	88579Y101
KO	COCA COLA CO	53,599	$2.15M	0.2%	$40.11 *	$27.85	0.0%	COM	191216100
HON	HONEYWELL INTL INC	25,519	$2.024M	0.2%	$79.31 *	$53.13	0.0%	COM	438516106
NSC	NORFOLK SOUTHERN CORP	24,525	$1.782M	0.2%	$72.66 *	$57.67	0.0%	COM	655844108
—	UNITED TECHNOLOGIES CORP	18,264	$1.697M	0.2%	$92.92	$92.92	—	COM	913017109
—	PRECISION CASTPARTS CORP	7,350	$1.661M	0.2%	$225.99	$225.99	—	COM	740189105
INTC	INTEL CORP	64,849	$1.571M	0.2%	$24.23 *	$17.18	0.0%	COM	458140100
COP	CONOCOPHILLIPS	25,482	$1.542M	0.2%	$60.51 *	$39.96	0.0%	COM	20825C104
MO	ALTRIA GROUP INC	42,942	$1.502M	0.2%	$34.98 *	$16.28	0.0%	COM	02209S103
MSFT	MICROSOFT CORP	43,056	$1.487M	0.2%	$34.54 *	$26.70	0.0%	COM	594918104
NEE	NEXTERA ENERGY INC	15,236	$1.242M	0.1%	$81.52 *	$14.15	0.0%	COM	65339F101
—	ROYAL DUTCH SHELL PLC	19,250	$1.228M	0.1%	$63.79	$63.79	—	SPONS ADR A	780259206
VZ	VERIZON COMMUNICATIONS INC	24,176	$1.217M	0.1%	$50.34 *	$27.04	0.0%	COM	92343V104
SO	SOUTHERN CO	27,190	$1.2M	0.1%	$44.13 *	$26.74	0.0%	COM	842587107
CAT	CATERPILLAR INC DEL	14,379	$1.186M	0.1%	$82.48 *	$61.55	0.0%	COM	149123101
FITB	FIFTH THIRD BANCORP	62,964	$1.136M	0.1%	$18.04 *	$11.47	0.0%	COM	316773100
—	EXPRESS SCRIPTS HLDG CO	18,369	$1.134M	0.1%	$61.73	$61.73	—	COM	30219G108
NVS	NOVARTIS A G	15,967	$1.129M	0.1%	$70.71	$70.71	—	SPONSORED ADR	66987V109
KMB	KIMBERLY CLARK CORP	11,550	$1.122M	0.1%	$97.14 *	$63.06	0.0%	COM	494368103
BRK/B	BERKSHIRE HATHAWAY INC DEL	9,877	$1.105M	0.1%	$111.88	$110.02	0.0%	CL B NEW	084670702
BAC	BANK OF AMERICA CORPORATION	84,256	$1.083M	0.1%	$12.85 *	$10.03	0.0%	COM	060505104
NOC	NORTHROP GRUMMAN CORP	12,951	$1.072M	0.1%	$82.77 *	$62.64	0.0%	COM	666807102
—	KRAFT FOODS GROUP INC	19,153	$1.07M	0.1%	$55.87	$55.87	—	COM	50076Q106
—	GLAXOSMITHKLINE PLC	21,045	$1.051M	0.1%	$49.94	$49.94	—	SPONSORED ADR	37733W105
YUM	YUM BRANDS INC	13,876	$963K	0.1%	$69.40 *	$38.97	0.0%	COM	988498101
—	E M C CORP MASS	39,860	$941K	0.1%	$23.61	$23.61	—	COM	268648102
EFA	ISHARES	15,428	$884K	0.1%	$57.30	$57.30	—	MSCI EAFE ETF	464287465
GIS	GENERAL MLS INC	18,015	$874K	0.1%	$48.52 *	$31.98	0.0%	COM	370334104
DUK	DUKE ENERGY CORP NEW	12,794	$864K	0.1%	$67.53 *	$41.83	0.0%	COM NEW	26441C204
BP	BP PLC	20,689	$863K	0.1%	$41.71	$41.71	—	SPONSORED ADR	055622104
BA	BOEING CO	8,133	$833K	0.1%	$102.42 *	$80.37	0.0%	COM	097023105
MDLZ	MONDELEZ INTL INC	28,042	$801K	0.1%	$28.56 *	$23.16	0.0%	CL A	609207105
LMT	LOCKHEED MARTIN CORP	7,226	$784K	0.1%	$108.50 *	$71.65	0.0%	COM	539830109
IWP	ISHARES	10,810	$776K	0.1%	$71.79	$71.79	—	RUS MD CP GR ETF	464287481
KMPR	KEMPER CORP DEL	22,360	$766K	0.1%	$34.26 *	$32.74	0.0%	COM	488401100
AOS	SMITH A O	20,972	$761K	0.1%	$36.29 *	$15.38	0.0%	COM	831865209
ACN	ACCENTURE PLC IRELAND	10,544	$759K	0.1%	$71.98 *	$63.81	0.0%	SHS CLASS A	G1151C101
—	WELLPOINT INC	9,272	$759K	0.1%	$81.86	$81.86	—	COM	94973V107
XLV	SELECT SECTOR SPDR TR	15,902	$757K	0.1%	$47.60	$47.60	—	SBI HEALTHCARE	81369Y209
WM	WASTE MGMT INC DEL	18,599	$750K	0.1%	$40.32 *	$30.75	0.0%	COM	94106L109
AXP	AMERICAN EXPRESS CO	9,601	$718K	0.1%	$74.78 *	$59.62	0.0%	COM	025816109
VTI	VANGUARD INDEX FDS	8,676	$717K	0.1%	$82.64	$82.64	—	TOTAL STK MKT	922908769
XLF	SELECT SECTOR SPDR TR	36,053	$701K	0.1%	$19.44	$19.44	—	SBI INT-FINL	81369Y605
ZBH	ZIMMER HLDGS INC	9,340	$700K	0.1%	$74.95 *	$67.30	0.0%	COM	98956P102
TM	TOYOTA MOTOR CORP	5,755	$694K	0.1%	$120.59	$120.59	—	SP ADR REP2COM	892331307
APD	AIR PRODS & CHEMS INC	7,545	$691K	0.1%	$91.58 *	$61.55	0.0%	COM	009158106
—	HSN INC	12,430	$668K	0.1%	$53.74	$53.74	—	COM	404303109
—	GUESS INC	21,484	$667K	0.1%	$31.05	$31.05	—	COM	401617105
VYM	VANGUARD WHITEHALL FDS INC	11,540	$651K	0.1%	$56.41	$56.41	—	HIGH DIV YLD	921946406
ETN	EATON CORP PLC	9,834	$647K	0.1%	$65.79 *	$46.59	0.0%	SHS	G29183103
NVO	NOVO-NORDISK A S	4,123	$639K	0.1%	$154.98	$154.98	—	ADR	670100205
MUFG	MITSUBISHI UFJ FINL GRP SP	100,040	$621K	0.1%	$6.21	$6.21	—	ADR	606822104
OXY	OCCIDENTAL PETE CORP DEL	6,926	$618K	0.1%	$89.23 *	$57.83	0.0%	COM	674599105
HD	HOME DEPOT INC	7,962	$617K	0.1%	$77.49 *	$56.05	0.0%	COM	437076102
—	HOSPIRA INC	15,968	$612K	0.1%	$38.33	$38.33	—	COM	441060100
—	STANCORP FINL GROUP INC	12,149	$600K	0.1%	$49.39	$49.39	—	COM	852891100
ECL	ECOLAB INC	6,993	$596K	0.1%	$85.23 *	$73.48	0.0%	COM	278865100
MSI	MOTOROLA SOLUTIONS INC	10,285	$594K	0.1%	$57.75 *	$47.42	0.0%	COM NEW	620076307
—	HCC INS HLDGS INC	13,643	$588K	0.1%	$43.10	$43.10	—	COM	404132102
—	ANNALY CAP MGMT INC	44,992	$566K	0.1%	$12.58	$12.58	—	COM	035710409
SAP	SAP AG	7,765	$565K	0.1%	$72.76	$72.76	—	SPON ADR	803054204
GD	GENERAL DYNAMICS CORP	7,182	$562K	0.1%	$78.25 *	$56.44	0.0%	COM	369550108
BC	BRUNSWICK CORP	17,012	$544K	0.1%	$31.98 *	$26.84	0.0%	COM	117043109
IP	INTL PAPER CO	12,123	$537K	0.1%	$44.30 *	$25.91	0.0%	COM	460146103
FMS	FRESENIUS MED CARE AG&CO KGA	15,171	$535K	0.1%	$35.26	$35.26	—	SPONSORED ADR	358029106
—	CASH AMER INTL INC	11,725	$533K	0.1%	$45.46	$45.46	—	COM	14754D100
CNI	CANADIAN NATL RY CO	5,483	$533K	0.1%	$97.21 *	$39.40	0.0%	COM	136375102
—	SOTHEBYS	14,017	$531K	0.1%	$37.88	$37.88	—	COM	835898107
CCL	CARNIVAL CORP	15,241	$523K	0.1%	$34.32 *	$27.66	0.0%	PAIRED CTF	143658300
WOR	WORTHINGTON INDS INC	16,500	$523K	0.1%	$31.70 *	$20.24	0.0%	COM	981811102
ASML	ASML HOLDING N V	6,602	$522K	0.1%	$79.07	$79.07	—	N Y REGISTRY SHS	N07059210
—	AETNA INC NEW	8,013	$509K	0.1%	$63.52	$63.52	—	COM	00817Y108
—	PROGRESSIVE WASTE SOLUTIONS	23,558	$507K	0.1%	$21.52	$21.52	—	COM	74339G101
EMBJ	EMBRAER SA SO	13,668	$504K	0.1%	$36.87	$36.87	—	ADR	29082A107
PPG	PPG INDS INC	3,429	$502K	0.1%	$146.40 *	$59.61	0.0%	COM	693506107
SIEGY	SIEMENS A G	4,957	$502K	0.1%	$101.27	$101.27	—	SPONSORED ADR	826197501
OMC	OMNICOM GROUP INC	7,942	$499K	0.1%	$62.83 *	$40.69	0.0%	COM	681919106
ALL	ALLSTATE CORP	10,300	$496K	0.1%	$48.16 *	$37.12	0.0%	COM	020002101
—	GOOGLE INC	564	$496K	0.1%	$879.43	$879.43	—	CL A	38259P508
HSBC	HSBC HLDGS PLC	9,508	$493K	0.1%	$51.85	$51.85	—	SPON ADR NEW	404280406
ED	CONSOLIDATED EDISON INC	8,389	$490K	0.1%	$58.41 *	$37.50	0.0%	COM	209115104
CLX	CLOROX CO DEL	5,808	$483K	0.1%	$83.16 *	$60.00	0.0%	COM	189054109
TILE	INTERFACE INC	28,393	$482K	0.1%	$16.98 *	$17.44	0.0%	COM	458665304
—	CIGNA CORPORATION	6,526	$473K	0.0%	$72.48	$72.48	—	COM	125509109
LII	LENNOX INTL INC	7,301	$471K	0.0%	$64.51 *	$54.01	0.0%	COM	526107107
PBI	PITNEY BOWES INC	31,956	$469K	0.0%	$14.68	$14.77	0.0%	COM	724479100
—	TIME WARNER INC	8,067	$467K	0.0%	$57.89	$57.89	—	COM NEW	887317303
AMP	AMERIPRISE FINL INC	5,734	$464K	0.0%	$80.92 *	$59.57	0.0%	COM	03076C106
—	BRISTOW GROUP INC	7,048	$460K	0.0%	$65.27	$65.27	—	COM	110394103
PEG	PUBLIC SVC ENTERPRISE GROUP	13,833	$452K	0.0%	$32.68 *	$21.73	0.0%	COM	744573106
—	SPECTRA ENERGY CORP	12,940	$446K	0.0%	$34.47	$34.47	—	COM	847560109
—	MEREDITH CORP	9,346	$446K	0.0%	$47.72	$47.72	—	COM	589433101
ITUB	ITAU UNIBANCO HLDG SA	34,436	$444K	0.0%	$12.89	$12.89	—	SPON ADR REP PFD	465562106
LOW	LOWES COS INC	10,730	$439K	0.0%	$40.91 *	$32.16	0.0%	COM	548661107
—	LEUCADIA NATL CORP	16,704	$438K	0.0%	$26.22	$26.22	—	COM	527288104
HAL	HALLIBURTON CO	10,450	$436K	0.0%	$41.72 *	$33.21	0.0%	COM	406216101
—	DOW CHEM CO	13,231	$426K	0.0%	$32.20	$32.20	—	COM	260543103
—	CARBO CERAMICS INC	6,226	$420K	0.0%	$67.46	$67.46	—	COM	140781105
THG	HANOVER INS GROUP INC	8,590	$420K	0.0%	$48.89 *	$34.64	0.0%	COM	410867105
ATI	ALLEGHENY TECHNOLOGIES INC	15,679	$413K	0.0%	$26.34	$26.04	0.0%	COM	01741R102
ITW	ILLINOIS TOOL WKS INC	5,959	$412K	0.0%	$69.14 *	$49.85	0.0%	COM	452308109
UNM	UNUM GROUP	14,034	$412K	0.0%	$29.36 *	$27.85	0.0%	COM	91529Y106
PSX	PHILLIPS 66	6,922	$407K	0.0%	$58.80 *	$40.44	0.0%	COM	718546104
GABC	GERMAN AMERN BANCORP INC	18,076	$407K	0.0%	$22.52 *	$10.62	0.0%	COM	373865104
BDX	BECTON DICKINSON & CO	4,098	$405K	0.0%	$98.83 *	$78.11	0.0%	COM	075887109
LULU	LULULEMON ATHLETICA INC	6,146	$402K	0.0%	$65.41 *	$72.51	0.0%	COM	550021109
CBT	CABOT CORP	10,639	$398K	0.0%	$37.41 *	$27.67	0.0%	COM	127055101
SNY	SANOFI	7,674	$395K	0.0%	$51.47	$51.47	—	SPONSORED ADR	80105N105
—	INTERPUBLIC GROUP COS INC	26,961	$392K	0.0%	$14.54 *	$9.16	0.0%	COM	460690100
IJH	ISHARES	3,386	$391K	0.0%	$115.48	$115.48	—	CORE S&P MCP ETF	464287507
NBIS	YANDEX N V	14,042	$389K	0.0%	$27.70	$27.70	—	SHS CLASS A	N97284108
CSCO	CISCO SYS INC	15,930	$387K	0.0%	$24.29 *	$15.24	0.0%	COM	17275R102
ISRG	INTUITIVE SURGICAL INC	763	$386K	0.0%	$505.90 *	$55.09	0.0%	COM NEW	46120E602
LVS	LAS VEGAS SANDS CORP	7,284	$385K	0.0%	$52.86 *	$38.99	0.0%	COM	517834107
—	MEAD JOHNSON NUTRITION CO	4,825	$383K	0.0%	$79.38	$79.38	—	COM	582839106
CMI	CUMMINS INC	3,497	$380K	0.0%	$108.66 *	$81.53	0.0%	COM	231021106
—	VIACOM INC NEW	5,542	$377K	0.0%	$68.03	$68.03	—	CL B	92553P201
ARCO	ARCOS DORADOS HOLDINGS INC	31,776	$371K	0.0%	$11.68 *	$10.94	0.0%	SHS CLASS -A -	G0457F107
PSO	PEARSON PLC	20,740	$371K	0.0%	$17.89	$17.89	—	SPONSORED ADR	705015105
—	SYNGENTA AG	4,728	$368K	0.0%	$77.83	$77.83	—	SPONSORED ADR	87160A100
TXT	TEXTRON INC	13,936	$363K	0.0%	$26.05	$26.50	0.0%	COM	883203101
—	PLUM CREEK TIMBER CO INC	7,765	$362K	0.0%	$46.62	$46.62	—	COM	729251108
—	ENERGIZER HLDGS INC	3,544	$356K	0.0%	$100.45	$100.45	—	COM	29266R108
AFL	AFLAC INC	6,082	$354K	0.0%	$58.20 *	$20.11	0.0%	COM	001055102
—	HARRIS TEETER SUPERMARKETS I	7,471	$350K	0.0%	$46.85	$46.85	—	COM	414585109
—	MEDTRONIC INC	6,772	$349K	0.0%	$51.54	$51.54	—	COM	585055106
DB	DEUTSCHE BANK AG	8,286	$348K	0.0%	$42.00 *	$30.70	0.0%	NAMEN AKT	D18190898
—	MCGRAW HILL FINL INC	6,527	$347K	0.0%	$53.16	$53.16	—	COM	580645109
WDFC	WD-40 CO	6,346	$346K	0.0%	$54.52 *	$44.73	0.0%	COM	929236107
—	FLIR SYS INC	12,783	$345K	0.0%	$26.99	$26.99	—	COM	302445101
CL	COLGATE PALMOLIVE CO	5,926	$339K	0.0%	$57.21 *	$44.38	0.0%	COM	194162103
—	CLARCOR INC	6,462	$337K	0.0%	$52.15	$52.15	—	COM	179895107
UMBF	UMB FINL CORP	6,062	$337K	0.0%	$55.59 *	$50.96	0.0%	COM	902788108
NTRS	NORTHERN TR CORP	5,810	$336K	0.0%	$57.83 *	$40.35	0.0%	COM	665859104
LNC	LINCOLN NATL CORP IND	9,152	$334K	0.0%	$36.49 *	$22.50	0.0%	COM	534187109
—	ENDURANCE SPECIALTY HLDGS LT	6,492	$334K	0.0%	$51.45	$51.45	—	SHS	G30397106
—	QEP RES INC	12,000	$333K	0.0%	$27.75	$27.75	—	COM	74733V100
—	PLANTRONICS INC NEW	7,516	$330K	0.0%	$43.91	$43.91	—	COM	727493108
SBUX	STARBUCKS CORP	5,007	$328K	0.0%	$65.51 *	$24.37	0.0%	COM	855244109
—	STERIS CORP	7,624	$327K	0.0%	$42.89	$42.89	—	COM	859152100
TEVA	TEVA PHARMACEUTICAL INDS LTD	8,294	$325K	0.0%	$39.18	$39.18	—	ADR	881624209
—	OMNICARE INC	6,751	$322K	0.0%	$47.70	$47.70	—	COM	681904108
—	KELLOGG CO	4,992	$321K	0.0%	$64.30 *	$38.95	0.0%	COM	487836108
—	RAYTHEON CO	4,835	$319K	0.0%	$65.98	$65.98	—	COM NEW	755111507
SYY	SYSCO CORP	9,146	$312K	0.0%	$34.11 *	$24.40	0.0%	COM	871829107
THO	THOR INDS INC	6,348	$312K	0.0%	$49.15 *	$31.55	0.0%	COM	885160101
—	WILLIS GROUP HOLDINGS PUBLIC	7,619	$311K	0.0%	$40.82	$40.82	—	SHS	G96666105
BAX	BAXTER INTL INC	4,476	$310K	0.0%	$69.26 *	$30.42	0.0%	COM	071813109
ADP	AUTOMATIC DATA PROCESSING IN	4,467	$308K	0.0%	$68.95 *	$45.09	0.0%	COM	053015103
KEY	KEYCORP NEW	27,933	$308K	0.0%	$11.03 *	$6.48	0.0%	COM	493267108
WU	WESTERN UN CO	17,915	$307K	0.0%	$17.14	$17.14	—	COM	959802109
MLKN	MILLER HERMAN INC	11,349	$307K	0.0%	$27.05 *	$19.62	0.0%	COM	600544100
MELI	MERCADOLIBRE INC	2,827	$305K	0.0%	$107.89	$105.85	0.0%	COM	58733R102
AMAT	APPLIED MATLS INC	20,452	$305K	0.0%	$14.91 *	$12.22	0.0%	COM	038222105
MS	MORGAN STANLEY	12,458	$304K	0.0%	$24.40 *	$17.33	0.0%	COM NEW	617446448
—	FEI CO	4,146	$303K	0.0%	$73.08	$73.08	—	COM	30241L109
TXN	TEXAS INSTRS INC	8,610	$300K	0.0%	$34.84 *	$25.31	0.0%	COM	882508104
SCHW	SCHWAB CHARLES CORP NEW	13,943	$296K	0.0%	$21.23 *	$15.92	0.0%	COM	808513105
GLD	SPDR GOLD TRUST	2,434	$290K	0.0%	$119.15	$119.15	—	GOLD SHS	78463V107
CW	CURTISS WRIGHT CORP	7,808	$289K	0.0%	$37.01 *	$32.35	0.0%	COM	231561101
MA	MASTERCARD INC	498	$286K	0.0%	$574.30 *	$51.54	0.0%	CL A	57636Q104
HIG	HARTFORD FINL SVCS GROUP INC	9,223	$285K	0.0%	$30.90 *	$22.20	0.0%	COM	416515104
AMG	AFFILIATED MANAGERS GROUP	1,725	$283K	0.0%	$164.06 *	$153.14	0.0%	COM	008252108
—	DISCOVER FINL SVCS	5,913	$282K	0.0%	$47.69	$47.69	—	COM	254709108
AEP	AMERICAN ELEC PWR INC	6,274	$281K	0.0%	$44.79 *	$30.44	0.0%	COM	025537101
TDY	TELEDYNE TECHNOLOGIES INC	3,624	$280K	0.0%	$77.26	$76.20	0.0%	COM	879360105
CPB	CAMPBELL SOUP CO	6,222	$279K	0.0%	$44.84 *	$30.86	0.0%	COM	134429109
—	XEROX CORP	30,604	$278K	0.0%	$9.08	$9.08	—	COM	984121103
—	LORILLARD INC	6,306	$275K	0.0%	$43.61	$43.61	—	COM	544147101
—	LENDER PROCESSING SVCS INC	8,480	$274K	0.0%	$32.31	$32.31	—	COM	52602E102
WPC	W P CAREY INC	4,074	$270K	0.0%	$66.27	$66.27	—	COM	92936U109
EVR	EVERCORE PARTNERS INC	6,880	$270K	0.0%	$39.24 *	$29.51	0.0%	CLASS A	29977A105
BIDU	BAIDU INC	2,850	$270K	0.0%	$94.74	$94.74	—	SPON ADR REP A	056752108
TROW	PRICE T ROWE GROUP INC	3,678	$269K	0.0%	$73.14 *	$47.69	0.0%	COM	74144T108
FLR	FLUOR CORP NEW	4,526	$268K	0.0%	$59.21 *	$53.56	0.0%	COM	343412102
—	DST SYS INC DEL	4,083	$267K	0.0%	$65.39	$65.39	—	COM	233326107
KUBTY	KUBOTA CORP	3,651	$266K	0.0%	$72.86	$72.86	—	ADR	501173207
ADI	ANALOG DEVICES INC	5,843	$263K	0.0%	$45.01 *	$34.29	0.0%	COM	032654105
—	COVIDIEN PLC	4,185	$263K	0.0%	$62.84	$62.84	—	SHS	G2554F113
SCHL	SCHOLASTIC CORP	8,896	$261K	0.0%	$29.34 *	$22.01	0.0%	COM	807066105
HWC	HANCOCK HLDG CO	8,672	$261K	0.0%	$30.10 *	$28.58	0.0%	COM	410120109
TFX	TELEFLEX INC	3,352	$260K	0.0%	$77.57 *	$72.98	0.0%	COM	879369106
—	FMC TECHNOLOGIES INC	4,590	$256K	0.0%	$55.77	$55.77	—	COM	30249U101
—	POTASH CORP SASK INC	6,641	$253K	0.0%	$38.10	$38.10	—	COM	73755L107
—	PROTECTIVE LIFE CORP	6,550	$252K	0.0%	$38.47	$38.47	—	COM	743674103
—	AGL RES INC	5,875	$252K	0.0%	$42.89	$42.89	—	COM	001204106
VFC	V F CORP	1,300	$251K	0.0%	$193.08 *	$42.45	0.0%	COM	918204108
—	BEAM INC	3,950	$249K	0.0%	$63.04	$63.04	—	COM	073730103
PTEN	PATTERSON UTI ENERGY INC	12,839	$248K	0.0%	$19.32 *	$21.83	0.0%	COM	703481101
—	CORE LABORATORIES N V	1,631	$247K	0.0%	$151.44	$151.44	—	COM	N22717107
—	TATA MTRS LTD	10,400	$244K	0.0%	$23.46	$23.46	—	SPONSORED ADR	876568502
—	E TRADE FINANCIAL CORP	19,217	$243K	0.0%	$12.65	$12.65	—	COM NEW	269246401
WAB	WABTEC CORP	4,550	$243K	0.0%	$53.41 *	$49.35	0.0%	COM	929740108
GPN	GLOBAL PMTS INC	5,236	$243K	0.0%	$46.41 *	$22.14	0.0%	COM	37940X102
—	L-3 COMMUNICATIONS HLDGS INC	2,757	$237K	0.0%	$85.96	$85.96	—	COM	502424104
—	TIME WARNER CABLE INC	2,065	$232K	0.0%	$112.35	$112.35	—	COM	88732J207
RHHBY	ROCHE HLDG LTD	3,732	$232K	0.0%	$62.17	$62.17	—	SPONSORED ADR	771195104
ETR	ENTERGY CORP NEW	3,321	$232K	0.0%	$69.86 *	$20.57	0.0%	COM	29364G103
—	ANSYS INC	3,148	$230K	0.0%	$73.06	$73.06	—	COM	03662Q105
LAD	LITHIA MTRS INC	4,318	$230K	0.0%	$53.27 *	$50.23	0.0%	CL A	536797103
ROP	ROPER INDS INC NEW	1,853	$230K	0.0%	$124.12 *	$113.55	0.0%	COM	776696106
—	WHOLE FOODS MKT INC	4,446	$229K	0.0%	$51.51	$51.51	—	COM	966837106
—	MINE SAFETY APPLIANCES CO	4,918	$229K	0.0%	$46.56	$46.56	—	COM	602720104
EL	LAUDER ESTEE COS INC	3,472	$228K	0.0%	$65.67 *	$58.22	0.0%	CL A	518439104
FIS	FIDELITY NATL INFORMATION SV	5,282	$226K	0.0%	$42.79 *	$34.36	0.0%	COM	31620M106
—	CITRIX SYS INC	3,743	$226K	0.0%	$60.38	$60.38	—	COM	177376100
—	MICROS SYS INC	5,194	$224K	0.0%	$43.13	$43.13	—	COM	594901100
—	LABORATORY CORP AMER HLDGS	2,238	$224K	0.0%	$100.09	$100.09	—	COM NEW	50540R409
F	FORD MTR CO DEL	14,386	$223K	0.0%	$15.50 *	$7.61	0.0%	COM PAR $0.01	345370860
MRSH	MARSH & MCLENNAN COS INC	5,557	$222K	0.0%	$39.95 *	$31.19	0.0%	COM	571748102
—	CORRECTIONS CORP AMER NEW	6,548	$222K	0.0%	$33.90	$33.90	—	COM NEW	22025Y407
NEM	NEWMONT MINING CORP	7,424	$222K	0.0%	$29.90 *	$25.34	0.0%	COM	651639106
—	COVANCE INC	2,922	$222K	0.0%	$75.98	$75.98	—	COM	222816100
FICO	FAIR ISAAC CORP	4,829	$221K	0.0%	$45.77	$46.20	0.0%	COM	303250104
—	UNILEVER PLC	5,388	$218K	0.0%	$40.46	$40.46	—	SPON ADR NEW	904767704
NTAP	NETAPP INC	5,748	$217K	0.0%	$37.75 *	$26.74	0.0%	COM	64110D104
—	APACHE CORP	2,578	$216K	0.0%	$83.79	$83.79	—	COM	037411105
TWI	TITAN INTL INC ILL	12,787	$216K	0.0%	$16.89 *	$20.56	0.0%	COM	88830M102
SAH	SONIC AUTOMOTIVE INC	10,039	$212K	0.0%	$21.12 *	$22.22	0.0%	CL A	83545G102
MDY	SPDR S&P MIDCAP 400 ETF TR	1,010	$212K	0.0%	$209.90	$209.90	—	UTSER1 S&PDCRP	78467Y107
—	STAPLES INC	13,220	$210K	0.0%	$15.89	$15.89	—	COM	855030102
WHR	WHIRLPOOL CORP	1,838	$210K	0.0%	$114.25 *	$121.27	0.0%	COM	963320106
APH	AMPHENOL CORP NEW	2,647	$206K	0.0%	$77.82 *	$8.50	0.0%	CL A	032095101
CRS	CARPENTER TECHNOLOGY CORP	4,575	$206K	0.0%	$45.03 *	$37.61	0.0%	COM	144285103
BBY	BEST BUY INC	7,526	$205K	0.0%	$27.24 *	$16.63	0.0%	COM	086516101
—	TOTAL S A	4,197	$204K	0.0%	$48.61	$48.61	—	SPONSORED ADR	89151E109
DVA	DAVITA HEALTHCARE PARTNERS I	1,678	$203K	0.0%	$120.98 *	$62.44	0.0%	COM	23918K108
—	ARM HLDGS PLC	5,610	$203K	0.0%	$36.19	$36.19	—	SPONSORED ADR	042068106
EME	EMCOR GROUP INC	4,943	$201K	0.0%	$40.66 *	$36.90	0.0%	COM	29084Q100
AZN	ASTRAZENECA PLC	4,258	$201K	0.0%	$47.21	$47.21	—	SPONSORED ADR	046353108
—	KIMBALL INTL INC	17,500	$170K	0.0%	$9.71	$9.71	—	CL A	494274202
—	UTI WORLDWIDE INC	10,168	$167K	0.0%	$16.42	$16.42	—	ORD	G87210103
—	NTT DOCOMO INC SP	10,434	$163K	0.0%	$15.62	$15.62	—	ADR	62942M201
—	KNOLL INC	10,314	$147K	0.0%	$14.25	$14.25	—	COM NEW	498904200
GLW	CORNING INC	10,272	$146K	0.0%	$14.21 *	$10.49	0.0%	COM	219350105
—	DICE HLDGS INC	15,162	$140K	0.0%	$9.23	$9.23	—	COM	253017107
ERIC	ERICSSON	10,575	$119K	0.0%	$11.25	$11.25	—	ADR B SEK 10	294821608
GLDD	GREAT LAKES DREDGE & DOCK CO	12,557	$98,000	0.0%	$7.80 *	$7.58	0.0%	COM	390607109
—	EARTHLINK INC	15,085	$94,000	0.0%	$6.23	$6.23	—	COM	270321102
—	ALLIANCEBERNSTEIN INCOME FUN	11,595	$86,000	0.0%	$7.42	$7.42	—	COM	01881E101
—	FOREST OIL CORP	10,138	$41,000	0.0%	$4.04	$4.04	—	COM PAR $0.01	346091705