Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	66,010	$37.03M	3.4%	$13.16	+24.4%	COM	037833100
LLY	LILLY ELI & CO	635,707	$32.42M	3.0%	$42.21	-6.2%	COM	532457108
V	VISA INC	128,877	$28.7M	2.6%	$40.02	+15.7%	COM CL A	92826C839
DHR	DANAHER CORP DEL	327,766	$25.3M	2.3%	$25.01	+18.8%	COM	235851102
VNQ	VANGUARD INDEX FDS	379,225	$24.48M	2.2%	$68.69	—	REIT ETF	922908553
BALL	BALL CORP	470,820	$24.32M	2.2%	$19.77	+9.2%	COM	058498106
CVX	CHEVRON CORP NEW	192,179	$24M	2.2%	$71.30	+1.7%	COM	166764100
JPM	JPMORGAN CHASE & CO	409,546	$23.95M	2.2%	$36.24	+9.4%	COM	46625H100
WFC	WELLS FARGO & CO NEW	521,603	$23.68M	2.2%	$27.36	+12.4%	COM	949746101
XLI	SELECT SECTOR SPDR TR	447,975	$23.41M	2.1%	$46.40	—	SBI INT-INDS	81369Y704
PRGO	PERRIGO CO PLC	152,258	$23.36M	2.1%	$144.14	0.0%	SHS	G97822103
PFE	PFIZER INC	761,085	$23.31M	2.1%	$16.46	+7.1%	COM	717081103
QCOM	QUALCOMM INC	312,603	$23.21M	2.1%	$45.06	+11.8%	COM	747525103
—	ALLERGAN INC	199,016	$22.11M	2.0%	$85.15	—	COM	018490102
TMO	THERMO FISHER SCIENTIFIC INC	192,845	$21.47M	2.0%	$79.76	+19.9%	COM	883556102
—	DIRECTV	296,997	$20.51M	1.9%	$61.64	—	COM	25490A309
SLB	SCHLUMBERGER LTD	216,467	$19.51M	1.8%	$54.34	+19.7%	COM	806857108
EMR	EMERSON ELEC CO	277,110	$19.45M	1.8%	$40.02	+20.4%	COM	291011104
COP	CONOCOPHILLIPS	270,969	$19.14M	1.8%	$44.06	+9.8%	COM	20825C104
ABBV	ABBVIE INC	361,395	$19.09M	1.7%	$26.55	+14.5%	COM	00287Y109
ONB	OLD NATL BANCORP IND	1,190,444	$18.3M	1.7%	$13.13	+13.7%	COM	680033107
XOM	EXXON MOBIL CORP	174,657	$17.68M	1.6%	$53.69	+4.2%	COM	30231G102
TGT	TARGET CORP	278,363	$17.61M	1.6%	$47.95	-7.0%	COM	87612E106
MET	METLIFE INC	323,114	$17.42M	1.6%	$24.43	+23.3%	COM	59156R108
XLY	SELECT SECTOR SPDR TR	254,226	$16.99M	1.6%	$56.40	—	SBI CONS DISCR	81369Y407
C	CITIGROUP INC	309,184	$16.11M	1.5%	$36.11	+4.3%	COM NEW	172967424
TJX	TJX COS INC NEW	250,315	$15.95M	1.5%	$20.82	+23.5%	COM	872540109
CHD	CHURCH & DWIGHT INC	232,935	$15.44M	1.4%	$26.18	+4.1%	COM	171340102
—	VMWARE INC	168,278	$15.1M	1.4%	$80.90	—	CL A COM	928563402
ORCL	ORACLE CORP	385,425	$14.75M	1.3%	$27.58	+4.4%	COM	68389X105
GS	GOLDMAN SACHS GROUP INC	80,248	$14.22M	1.3%	$120.06	+8.8%	COM	38141G104
VTV	VANGUARD INDEX FDS	183,811	$14.04M	1.3%	$69.79	—	VALUE ETF	922908744
COST	COSTCO WHSL CORP NEW	117,795	$14.02M	1.3%	$86.56	+9.9%	COM	22160K105
BEN	FRANKLIN RES INC	240,379	$13.88M	1.3%	$29.10	+10.4%	COM	354613101
EBAY	EBAY INC	252,608	$13.86M	1.3%	$20.18	-2.4%	COM	278642103
ABT	ABBOTT LABS	355,001	$13.61M	1.2%	$28.85	+1.3%	COM	002824100
—	NOBLE ENERGY INC	196,522	$13.38M	1.2%	$60.04	—	COM	655044105
WMT	WAL-MART STORES INC	166,337	$13.09M	1.2%	$19.98	+1.8%	COM	931142103
—	WALGREEN CO	226,861	$13.03M	1.2%	$44.20	—	COM	931422109
IP	INTL PAPER CO	260,079	$12.75M	1.2%	$26.03	0.0%	COM	460146103
—	STERICYCLE INC	108,274	$12.58M	1.1%	$110.43	—	COM	858912108
MCD	MCDONALDS CORP	114,040	$11.07M	1.0%	$71.80	-2.5%	COM	580135101
—	PRAXAIR INC	84,820	$11.03M	1.0%	$115.16	—	COM	74005P104
SPY	SPDR S&P 500 ETF TR	55,293	$10.21M	0.9%	$161.18	—	TR UNIT	78462F103
PWR	QUANTA SVCS INC	302,587	$9.55M	0.9%	$27.23	+5.9%	COM	74762E102
XLP	SELECT SECTOR SPDR TR	216,686	$9.313M	0.9%	$39.67	—	SBI CONS STPLS	81369Y308
CVS	CVS CAREMARK CORPORATION	126,277	$9.038M	0.8%	$42.78	+8.2%	COM	126650100
ALB	ALBEMARLE CORP	139,965	$8.872M	0.8%	$52.09	+6.4%	COM	012653101
JNJ	JOHNSON & JOHNSON	95,556	$8.752M	0.8%	$59.87	+9.8%	COM	478160104
—	VECTREN CORP	233,468	$8.288M	0.8%	$33.83	—	COM	92240G101
XLU	SELECT SECTOR SPDR TR	208,209	$7.905M	0.7%	$37.63	—	SBI INT-UTILS	81369Y886
BMY	BRISTOL MYERS SQUIBB CO	110,940	$5.896M	0.5%	$28.67	+19.2%	COM	110122108
KMX	CARMAX INC	103,041	$4.845M	0.4%	$49.02	0.0%	COM	143130102
—	GENERAL ELECTRIC CO	169,535	$4.752M	0.4%	$23.19	—	COM	369604103
IBM	INTERNATIONAL BUSINESS MACHS	23,707	$4.447M	0.4%	$118.94	-10.5%	COM	459200101
PEP	PEPSICO INC	45,360	$3.762M	0.3%	$56.02	+3.1%	COM	713448108
T	AT&T INC	100,954	$3.55M	0.3%	$11.40	-2.0%	COM	00206R102
THFF	FIRST FINL CORP IND	96,014	$3.51M	0.3%	$20.42	+14.5%	COM	320218100
UNP	UNION PAC CORP	17,828	$2.995M	0.3%	$57.06	+6.1%	COM	907818108
MRK	MERCK & CO INC NEW	57,358	$2.871M	0.3%	$30.02	+4.2%	COM	58933Y105
MGV	VANGUARD WORLD FD	49,938	$2.747M	0.3%	$50.30	—	MEGA CAP VAL ETF	921910840
MMM	3M CO	19,018	$2.667M	0.2%	$61.26	+18.6%	COM	88579Y101
—	GULFMARK OFFSHORE INC	54,800	$2.583M	0.2%	$47.14	—	CL A NEW	402629208
KO	COCA COLA CO	59,734	$2.468M	0.2%	$27.74	-2.9%	COM	191216100
—	DU PONT E I DE NEMOURS & CO	37,386	$2.429M	0.2%	$52.49	—	COM	263534109
MGK	VANGUARD WORLD FD	32,143	$2.33M	0.2%	$65.46	—	MEGA GRWTH IND	921910816
PM	PHILIP MORRIS INTL INC	26,515	$2.31M	0.2%	$49.85	-4.0%	COM	718172109
CSX	CSX CORP	73,089	$2.103M	0.2%	$7.37	0.0%	COM	126408103
—	UNITED TECHNOLOGIES CORP	18,072	$2.056M	0.2%	$92.92	—	COM	913017109
MSFT	MICROSOFT CORP	53,130	$1.988M	0.2%	$26.77	+12.1%	COM	594918104
INTC	INTEL CORP	74,745	$1.94M	0.2%	$17.13	+4.6%	COM	458140100
PG	PROCTER & GAMBLE CO	22,602	$1.84M	0.2%	$55.00	+5.5%	COM	742718109
DE	DEERE & CO	18,890	$1.725M	0.2%	$68.04	-0.9%	COM	244199105
—	PRECISION CASTPARTS CORP	5,576	$1.502M	0.1%	$225.99	—	COM	740189105
—	HEALTHSOUTH CORP	45,000	$1.499M	0.1%	$33.31	—	COM NEW	421924309
—	DOW CHEM CO	32,674	$1.451M	0.1%	$39.78	—	COM	260543103
—	ROYAL DUTCH SHELL PLC	20,201	$1.44M	0.1%	$64.02	—	SPONS ADR A	780259206
VZ	VERIZON COMMUNICATIONS INC	29,213	$1.435M	0.1%	$26.91	-1.1%	COM	92343V104
GILD	GILEAD SCIENCES INC	18,386	$1.38M	0.1%	$48.38	0.0%	COM	375558103
NEE	NEXTERA ENERGY INC	15,614	$1.337M	0.1%	$14.18	+7.8%	COM	65339F101
BRK/B	BERKSHIRE HATHAWAY INC DEL	11,050	$1.31M	0.1%	$110.58	+4.6%	CL B NEW	084670702
FITB	FIFTH THIRD BANCORP	60,624	$1.275M	0.1%	$11.47	+14.0%	COM	316773100
MO	ALTRIA GROUP INC	33,195	$1.274M	0.1%	$16.28	+5.3%	COM	02209S103
DKS	DICKS SPORTING GOODS INC	21,170	$1.23M	0.1%	$40.55	0.0%	COM	253393102
CAT	CATERPILLAR INC DEL	13,380	$1.215M	0.1%	$61.55	+1.8%	COM	149123101
SO	SOUTHERN CO	29,445	$1.211M	0.1%	$26.52	-7.4%	COM	842587107
NVS	NOVARTIS A G	14,630	$1.176M	0.1%	$70.78	—	SPONSORED ADR	66987V109
—	GLAXOSMITHKLINE PLC	21,455	$1.146M	0.1%	$49.95	—	SPONSORED ADR	37733W105
HON	HONEYWELL INTL INC	12,394	$1.133M	0.1%	$53.13	+14.5%	COM	438516106
BA	BOEING CO	8,233	$1.124M	0.1%	$80.91	+37.1%	COM	097023105
YUM	YUM BRANDS INC	14,860	$1.124M	0.1%	$39.13	+4.5%	COM	988498101
LMT	LOCKHEED MARTIN CORP	7,392	$1.099M	0.1%	$71.99	+35.0%	COM	539830109
KMB	KIMBERLY CLARK CORP	10,474	$1.094M	0.1%	$63.06	+5.2%	COM	494368103
—	DENBURY RES INC	65,500	$1.076M	0.1%	$16.43	—	COM NEW	247916208
—	EXPRESS SCRIPTS HLDG CO	14,676	$1.031M	0.1%	$61.73	—	COM	30219G108
BP	BP PLC	20,881	$1.015M	0.1%	$41.83	—	SPONSORED ADR	055622104
GD	GENERAL DYNAMICS CORP	10,352	$990K	0.1%	$59.11	+16.2%	COM	369550108
DUK	DUKE ENERGY CORP NEW	14,160	$977K	0.1%	$41.80	+1.3%	COM NEW	26441C204
—	WELLPOINT INC	10,530	$973K	0.1%	$82.68	—	COM	94973V107
EFA	ISHARES	14,417	$967K	0.1%	$57.30	—	MSCI EAFE ETF	464287465
IEFA	ISHARES TR	15,875	$965K	0.1%	$59.10	—	CORE MSCI EAFE	46432F842
GIS	GENERAL MLS INC	18,667	$931K	0.1%	$32.01	+2.7%	COM	370334104
IWP	ISHARES	10,810	$912K	0.1%	$71.79	—	RUS MD CP GR ETF	464287481
ECL	ECOLAB INC	8,614	$898K	0.1%	$77.03	+18.1%	COM	278865100
BAC	BANK OF AMERICA CORPORATION	57,198	$891K	0.1%	$11.08	+5.4%	COM	060505104
EOG	EOG RES INC	5,302	$890K	0.1%	$62.33	0.0%	COM	26875P101
ACN	ACCENTURE PLC IRELAND	10,499	$863K	0.1%	$63.47	-3.0%	SHS CLASS A	G1151C101
APD	AIR PRODS & CHEMS INC	7,525	$841K	0.1%	$61.55	+21.6%	COM	009158106
XLV	SELECT SECTOR SPDR TR	15,146	$840K	0.1%	$47.60	—	SBI HEALTHCARE	81369Y209
VTI	VANGUARD INDEX FDS	8,676	$832K	0.1%	$82.64	—	TOTAL STK MKT	922908769
OXY	OCCIDENTAL PETE CORP DEL	8,737	$831K	0.1%	$58.14	+9.0%	COM	674599105
XLF	SELECT SECTOR SPDR TR	37,911	$828K	0.1%	$19.46	—	SBI INT-FINL	81369Y605
—	STANCORP FINL GROUP INC	12,083	$800K	0.1%	$49.39	—	COM	852891100
LOW	LOWES COS INC	16,061	$796K	0.1%	$33.75	+16.0%	COM	548661107
—	GOOGLE INC	705	$790K	0.1%	$934.50	—	CL A	38259P508
NOC	NORTHROP GRUMMAN CORP	6,865	$787K	0.1%	$63.34	+37.8%	COM	666807102
—	TIFFANY & CO NEW	8,400	$779K	0.1%	$92.74	—	COM	886547108
—	LIFE TIME FITNESS INC	16,300	$766K	0.1%	$46.99	—	COM	53217R207
—	KRAFT FOODS GROUP INC	13,971	$754K	0.1%	$55.87	—	COM	50076Q106
NVO	NOVO-NORDISK A S	4,071	$752K	0.1%	$155.58	—	ADR	670100205
—	COMCAST CORP NEW	15,000	$748K	0.1%	$49.87	—	CL A SPL	20030N200
—	NATIONAL OILWELL VARCO INC	9,379	$746K	0.1%	$79.54	—	COM	637071101
—	HSN INC	11,947	$744K	0.1%	$53.74	—	COM	404303109
AXP	AMERICAN EXPRESS CO	8,077	$733K	0.1%	$59.62	+16.2%	COM	025816109
—	CARBO CERAMICS INC	6,041	$704K	0.1%	$67.46	—	COM	140781105
WM	WASTE MGMT INC DEL	15,674	$703K	0.1%	$30.82	+9.9%	COM	94106L109
HD	HOME DEPOT INC	8,510	$700K	0.1%	$56.25	+4.4%	COM	437076102
WOR	WORTHINGTON INDS INC	16,500	$694K	0.1%	$20.24	+22.7%	COM	981811102
TM	TOYOTA MOTOR CORP	5,672	$691K	0.1%	$120.90	—	SP ADR REP2COM	892331307
—	GUESS INC	22,083	$686K	0.1%	$31.05	—	COM	401617105
—	ANNALY CAP MGMT INC	68,895	$686K	0.1%	$11.74	—	COM	035710409
—	APACHE CORP	7,936	$682K	0.1%	$85.18	—	COM	037411105
VTWV	VANGUARD SCOTTSDALE FDS	7,910	$680K	0.1%	$79.77	—	VNG RUS2000VAL	92206C649
—	TIME WARNER INC	9,546	$666K	0.1%	$59.17	—	COM NEW	887317303
CCL	CARNIVAL CORP	16,515	$664K	0.1%	$28.10	+4.1%	PAIRED CTF	143658300
—	HOSPIRA INC	15,968	$659K	0.1%	$38.33	—	COM	441060100
PPG	PPG INDS INC	3,429	$650K	0.1%	$59.61	+22.5%	COM	693506107
—	MEAD JOHNSON NUTRITION CO	7,626	$639K	0.1%	$80.90	—	COM	582839106
AOS	SMITH A O	11,810	$637K	0.1%	$15.38	+37.8%	COM	831865209
ING	ING GROEP N V	45,453	$637K	0.1%	$11.85	—	SPONSORED ADR	456837103
FLR	FLUOR CORP NEW	7,664	$615K	0.1%	$59.74	+13.2%	COM	343412102
ETN	EATON CORP PLC	8,058	$613K	0.1%	$46.59	+14.3%	SHS	G29183103
OMC	OMNICOM GROUP INC	8,242	$613K	0.1%	$40.84	+13.1%	COM	681919106
CSCO	CISCO SYS INC	27,290	$612K	0.1%	$16.04	-5.2%	COM	17275R102
—	PROGRESSIVE WASTE SOLUTIONS	24,516	$607K	0.1%	$21.72	—	COM	74339G101
NSC	NORFOLK SOUTHERN CORP	6,369	$591K	0.1%	$58.27	+12.8%	COM	655844108
PSX	PHILLIPS 66	7,639	$589K	0.1%	$40.04	+8.4%	COM	718546104
CNI	CANADIAN NATL RY CO	10,327	$589K	0.1%	$41.67	+6.3%	COM	136375102
BC	BRUNSWICK CORP	12,743	$587K	0.1%	$26.84	+36.4%	COM	117043109
CLX	CLOROX CO DEL	6,283	$583K	0.1%	$59.95	+6.4%	COM	189054109
TILE	INTERFACE INC	26,468	$581K	0.1%	$17.44	+15.6%	COM	458665304
—	LEUCADIA NATL CORP	20,410	$578K	0.1%	$26.40	—	COM	527288104
ISRG	INTUITIVE SURGICAL INC	1,492	$573K	0.1%	$48.96	-14.1%	COM NEW	46120E602
MUFG	MITSUBISHI UFJ FINL GROUP IN	84,776	$566K	0.1%	$6.21	—	SPONSORED ADR	606822104
LVS	LAS VEGAS SANDS CORP	7,167	$565K	0.1%	$39.06	+30.0%	COM	517834107
—	CIGNA CORPORATION	6,368	$557K	0.1%	$72.80	—	COM	125509109
—	RAYTHEON CO	6,090	$552K	0.1%	$68.95	—	COM NEW	755111507
—	AV HOMES INC	30,000	$545K	0.0%	$18.17	—	COM	00234P102
SCHW	SCHWAB CHARLES CORP NEW	20,880	$543K	0.0%	$17.92	+15.3%	COM	808513105
—	HCC INS HLDGS INC	11,631	$537K	0.0%	$43.10	—	COM	404132102
IPAR	INTER PARFUMS INC	15,000	$537K	0.0%	$34.37	0.0%	COM	458334109
CMI	CUMMINS INC	3,797	$536K	0.0%	$82.89	+16.2%	COM	231021106
SBUX	STARBUCKS CORP	6,827	$535K	0.0%	$26.76	+16.6%	COM	855244109
FMS	FRESENIUS MED CARE AG&CO KGA	14,973	$533K	0.0%	$35.14	—	SPONSORED ADR	358029106
SNY	SANOFI	9,942	$533K	0.0%	$51.38	—	SPONSORED ADR	80105N105
FICO	FAIR ISAAC CORP	8,441	$530K	0.0%	$49.71	+15.7%	COM	303250104
ITW	ILLINOIS TOOL WKS INC	6,265	$527K	0.0%	$50.19	+18.4%	COM	452308109
—	WPX ENERGY INC	25,600	$522K	0.0%	$20.39	—	COM	98212B103
CBT	CABOT CORP	10,143	$521K	0.0%	$27.67	+28.6%	COM	127055101
TXN	TEXAS INSTRS INC	11,707	$514K	0.0%	$26.07	+15.3%	COM	882508104
MDLZ	MONDELEZ INTL INC	14,228	$503K	0.0%	$23.16	+10.2%	CL A	609207105
NBIS	YANDEX N V	11,649	$503K	0.0%	$27.70	—	SHS CLASS A	N97284108
—	AETNA INC NEW	7,318	$502K	0.0%	$63.52	—	COM	00817Y108
GABC	GERMAN AMERN BANCORP INC	17,565	$499K	0.0%	$10.70	+25.7%	COM	373865104
—	BRISTOW GROUP INC	6,623	$497K	0.0%	$65.27	—	COM	110394103
THG	HANOVER INS GROUP INC	8,299	$496K	0.0%	$34.64	+21.5%	COM	410867105
EL	LAUDER ESTEE COS INC	6,571	$495K	0.0%	$60.17	+3.3%	CL A	518439104
—	LORILLARD INC	9,746	$494K	0.0%	$44.33	—	COM	544147101
UNM	UNUM GROUP	14,034	$492K	0.0%	$27.85	+17.6%	COM	91529Y106
VC	VISTEON CORP	6,000	$491K	0.0%	$44.51	0.0%	COM NEW	92839U206
MKL	MARKEL CORP	842	$489K	0.0%	$529.81	+2.4%	COM	570535104
BDX	BECTON DICKINSON & CO	4,417	$488K	0.0%	$78.30	+9.5%	COM	075887109
AFL	AFLAC INC	7,282	$487K	0.0%	$20.85	+18.0%	COM	001055102
—	WHOLE FOODS MKT INC	8,337	$482K	0.0%	$54.48	—	COM	966837106
SPG	SIMON PPTY GROUP INC NEW	3,132	$477K	0.0%	$80.96	+0.0%	COM	828806109
—	E M C CORP MASS	18,758	$472K	0.0%	$23.84	—	COM	268648102
ED	CONSOLIDATED EDISON INC	8,509	$471K	0.0%	$37.47	-4.2%	COM	209115104
—	CASH AMER INTL INC	12,268	$470K	0.0%	$45.07	—	COM	14754D100
—	CHIMERA INVT CORP	150,000	$465K	0.0%	$3.10	—	COM	16934Q109
—	STERIS CORP	9,663	$464K	0.0%	$44.02	—	COM	859152100
PSO	PEARSON PLC	20,634	$462K	0.0%	$18.00	—	SPONSORED ADR	705015105
GLW	CORNING INC	25,780	$459K	0.0%	$10.73	+12.2%	COM	219350105
—	CORE LABORATORIES N V	2,404	$459K	0.0%	$168.10	—	COM	N22717107
VIG	VANGUARD SPECIALIZED PORTFOL	6,074	$457K	0.0%	$69.64	—	DIV APP ETF	921908844
MLKN	MILLER HERMAN INC	15,420	$455K	0.0%	$20.39	+10.1%	COM	600544100
SIEGY	SIEMENS A G	3,262	$452K	0.0%	$103.73	—	SPONSORED ADR	826197501
IJH	ISHARES	3,379	$452K	0.0%	$115.76	—	CORE S&P MCP ETF	464287507
TXT	TEXTRON INC	12,300	$452K	0.0%	$26.50	+13.7%	COM	883203101
AMP	AMERIPRISE FINL INC	3,895	$448K	0.0%	$59.57	+34.4%	COM	03076C106
EVR	EVERCORE PARTNERS INC	7,421	$444K	0.0%	$30.10	+36.0%	CLASS A	29977A105
BUD	ANHEUSER BUSCH INBEV SA/NV	4,169	$443K	0.0%	$102.64	—	SPONSORED ADR	03524A108
—	SPECTRA ENERGY CORP	12,414	$442K	0.0%	$34.57	—	COM	847560109
ROP	ROPER INDS INC NEW	3,166	$439K	0.0%	$116.53	+3.7%	COM	776696106
APH	AMPHENOL CORP NEW	4,924	$439K	0.0%	$9.22	0.0%	CL A	032095101
—	ENDURANCE SPECIALTY HLDGS LT	7,414	$435K	0.0%	$51.74	—	SHS	G30397106
HSBC	HSBC HLDGS PLC	7,813	$431K	0.0%	$51.95	—	SPON ADR NEW	404280406
—	E TRADE FINANCIAL CORP	21,922	$431K	0.0%	$13.13	—	COM NEW	269246401
PEG	PUBLIC SVC ENTERPRISE GROUP	13,392	$429K	0.0%	$21.73	-1.0%	COM	744573106
ASML	ASML HOLDING N V	4,550	$427K	0.0%	$81.82	—	N Y REGISTRY SHS	N07059210
—	ENERGIZER HLDGS INC	3,934	$426K	0.0%	$99.00	—	COM	29266R108
—	SYNGENTA AG	5,325	$426K	0.0%	$79.02	—	SPONSORED ADR	87160A100
—	PLANTRONICS INC NEW	9,159	$425K	0.0%	$44.38	—	COM	727493108
—	XEROX CORP	34,809	$424K	0.0%	$9.23	—	COM	984121103
BIDU	BAIDU INC	2,380	$424K	0.0%	$97.26	—	SPON ADR REP A	056752108
—	CLARCOR INC	6,571	$423K	0.0%	$52.48	—	COM	179895107
LULU	LULULEMON ATHLETICA INC	7,138	$421K	0.0%	$72.01	-4.7%	COM	550021109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	24,159	$421K	0.0%	$17.43	—	SPONSORED ADR	874039100
THO	THOR INDS INC	7,611	$420K	0.0%	$33.60	+28.7%	COM	885160101
—	OMNICARE INC	6,930	$418K	0.0%	$47.92	—	COM	681904108
—	CHINA MOBILE LIMITED	7,969	$417K	0.0%	$56.34	—	SPONSORED ADR	16941M109
—	VIACOM INC NEW	4,713	$412K	0.0%	$68.03	—	CL B	92553P201
SYY	SYSCO CORP	11,374	$410K	0.0%	$24.34	+0.2%	COM	871829107
—	ASPEN INSURANCE HOLDINGS LTD	9,936	$410K	0.0%	$36.31	—	SHS	G05384105
LNC	LINCOLN NATL CORP IND	7,913	$409K	0.0%	$22.50	+41.3%	COM	534187109
—	MONSANTO CO NEW	3,510	$409K	0.0%	$116.52	—	COM	61166W101
—	INTERPUBLIC GROUP COS INC	22,976	$407K	0.0%	$9.16	+20.7%	COM	460690100
—	CHICOS FAS INC	21,512	$405K	0.0%	$17.74	—	COM	168615102
GPN	GLOBAL PMTS INC	6,185	$402K	0.0%	$22.42	+28.2%	COM	37940X102
—	MEDTRONIC INC	6,944	$398K	0.0%	$51.58	—	COM	585055106
—	MEREDITH CORP	7,637	$396K	0.0%	$47.72	—	COM	589433101
DB	DEUTSCHE BANK AG	8,163	$394K	0.0%	$30.74	+7.5%	NAMEN AKT	D18190898
WU	WESTERN UN CO	22,835	$393K	0.0%	$17.42	—	COM	959802109
—	FMC TECHNOLOGIES INC	7,526	$393K	0.0%	$54.28	—	COM	30249U101
—	WILLIS GROUP HOLDINGS PUBLIC	8,705	$390K	0.0%	$41.13	—	SHS	G96666105
NTAP	NETAPP INC	9,447	$389K	0.0%	$28.11	+7.3%	COM	64110D104
CRM	SALESFORCE COM INC	7,036	$388K	0.0%	$48.12	+9.8%	COM	79466L302
ZBH	ZIMMER HLDGS INC	4,153	$387K	0.0%	$67.30	+16.3%	COM	98956P102
DVA	DAVITA HEALTHCARE PARTNERS I	6,074	$385K	0.0%	$59.29	-1.0%	COM	23918K108
—	AG MTG INVT TR INC	24,600	$385K	0.0%	$15.65	—	COM	001228105
—	FEI CO	4,314	$385K	0.0%	$74.16	—	COM	30241L109
ARCO	ARCOS DORADOS HOLDINGS INC	31,689	$384K	0.0%	$10.94	-10.0%	SHS CLASS -A -	G0457F107
—	COVANCE INC	4,322	$381K	0.0%	$80.53	—	COM	222816100
CL	COLGATE PALMOLIVE CO	5,780	$377K	0.0%	$44.38	+9.1%	COM	194162103
CUBE	CUBESMART	23,350	$372K	0.0%	$15.93	—	COM	229663109
UMBF	UMB FINL CORP	5,779	$371K	0.0%	$50.96	+19.2%	COM	902788108
—	QEP RES INC	12,000	$368K	0.0%	$27.75	—	COM	74733V100
ADP	AUTOMATIC DATA PROCESSING IN	4,552	$368K	0.0%	$45.16	+13.9%	COM	053015103
—	FLIR SYS INC	12,187	$367K	0.0%	$26.99	—	COM	302445101
EMBJ	EMBRAER S A	11,294	$364K	0.0%	$36.81	—	SP ADR REP 4 COM	29082A107
BOH	BANK HAWAII CORP	6,117	$362K	0.0%	$37.54	0.0%	COM	062540109
—	COVIDIEN PLC	5,266	$359K	0.0%	$62.46	—	SHS	G2554F113
—	MCGRAW HILL FINL INC	4,541	$355K	0.0%	$53.16	—	COM	580645109
KEY	KEYCORP NEW	26,296	$353K	0.0%	$6.48	+24.3%	COM	493267108
BBVA	BANCO BILBAO VIZCAYA ARGENTA	28,487	$352K	0.0%	$11.78	—	SPONSORED ADR	05946K101
NTRS	NORTHERN TR CORP	5,610	$347K	0.0%	$40.35	+3.6%	COM	665859104
—	ANSYS INC	3,913	$341K	0.0%	$77.41	—	COM	03662Q105
—	HARRIS TEETER SUPERMARKETS I	6,866	$339K	0.0%	$46.85	—	COM	414585109
—	MICROS SYS INC	5,888	$338K	0.0%	$43.99	—	COM	594901100
—	KELLOGG CO	5,530	$338K	0.0%	$38.92	-2.9%	COM	487836108
WDFC	WD-40 CO	4,505	$336K	0.0%	$44.73	+31.3%	COM	929236107
—	BLACKROCK INC	1,060	$335K	0.0%	$270.75	—	COM	09247X101
SAP	SAP AG	3,847	$335K	0.0%	$72.76	—	SPON ADR	803054204
PSA	PUBLIC STORAGE	2,212	$333K	0.0%	$98.59	+1.6%	COM	74460D109
—	ASCENA RETAIL GROUP INC	15,552	$329K	0.0%	$19.93	—	COM	04351G101
—	TIME WARNER CABLE INC	2,413	$327K	0.0%	$112.22	—	COM	88732J207
—	PLUM CREEK TIMBER CO INC	7,025	$326K	0.0%	$46.62	—	COM	729251108
VFC	V F CORP	5,200	$324K	0.0%	$49.70	+4.9%	COM	918204108
—	DST SYS INC DEL	3,572	$324K	0.0%	$66.12	—	COM	233326107
FIS	FIDELITY NATL INFORMATION SV	6,034	$324K	0.0%	$34.64	+15.6%	COM	31620M106
—	L-3 COMMUNICATIONS HLDGS INC	3,029	$323K	0.0%	$87.52	—	COM	502424104
BAX	BAXTER INTL INC	4,629	$322K	0.0%	$30.44	-4.0%	COM	071813109
TROW	PRICE T ROWE GROUP INC	3,778	$317K	0.0%	$47.77	+5.7%	COM	74144T108
FOSL	FOSSIL GROUP INC	2,628	$315K	0.0%	$123.42	0.0%	COM	34988V106
—	WEATHERFORD INTERNATIONAL LT	20,000	$310K	0.0%	$15.50	—	REG SHS	H27013103
KSS	KOHLS CORP	5,460	$310K	0.0%	$52.85	+3.7%	COM	500255104
—	ARM HLDGS PLC	5,527	$303K	0.0%	$36.69	—	SPONSORED ADR	042068106
NEU	NEWMARKET CORP	896	$299K	0.0%	$221.88	+13.7%	COM	651587107
—	NATIONAL INSTRS CORP	9,279	$297K	0.0%	$32.01	—	COM	636518102
—	INTERMUNE INC	20,000	$295K	0.0%	$14.75	—	COM	45884X103
PTEN	PATTERSON UTI ENERGY INC	11,541	$292K	0.0%	$21.83	+9.7%	COM	703481101
MELI	MERCADOLIBRE INC	2,685	$289K	0.0%	$107.53	+9.4%	COM	58733R102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	2,855	$288K	0.0%	$40.38	0.0%	CL A	192446102
—	TATA MTRS LTD	9,304	$287K	0.0%	$23.60	—	SPONSORED ADR	876568502
—	CORRECTIONS CORP AMER NEW	8,922	$286K	0.0%	$34.09	—	COM NEW	22025Y407
LAD	LITHIA MTRS INC	4,111	$285K	0.0%	$50.39	+33.2%	CL A	536797103
AEP	AMERICAN ELEC PWR INC	6,097	$285K	0.0%	$30.44	-1.8%	COM	025537101
—	CA INC	8,349	$281K	0.0%	$30.05	—	COM	12673P105
MSTR	MICROSTRATEGY INC	2,217	$275K	0.0%	$9.74	+20.9%	CL A NEW	594972408
G	GENPACT LIMITED	14,857	$273K	0.0%	$16.90	0.0%	SHS	G3922B107
—	TOTAL S A	4,453	$273K	0.0%	$61.31	—	SPONSORED ADR	89151E019
EME	EMCOR GROUP INC	6,395	$271K	0.0%	$36.84	0.0%	COM	29084Q100
CRS	CARPENTER TECHNOLOGY CORP	4,362	$271K	0.0%	$37.61	+30.4%	COM	144285103
AMG	AFFILIATED MANAGERS GROUP	1,245	$270K	0.0%	$153.14	+26.1%	COM	008252108
ITUB	ITAU UNIBANCO HLDG SA	19,556	$265K	0.0%	$12.89	—	SPON ADR REP PFD	465562106
WHR	WHIRLPOOL CORP	1,688	$265K	0.0%	$121.27	+20.9%	COM	963320106
RHP	RYMAN HOSPITALITY PPTYS INC	6,289	$263K	0.0%	$34.50	—	COM	78377T107
TFX	TELEFLEX INC	2,780	$261K	0.0%	$72.98	+15.2%	COM	879369106
WAB	WABTEC CORP	3,436	$255K	0.0%	$49.35	+27.8%	COM	929740108
LII	LENNOX INTL INC	2,955	$251K	0.0%	$54.01	+27.0%	COM	526107107
AZN	ASTRAZENECA PLC	4,215	$250K	0.0%	$47.44	—	SPONSORED ADR	046353108
WPC	W P CAREY INC	4,074	$250K	0.0%	$66.27	—	COM	92936U109
—	HOLLYFRONTIER CORP	5,018	$249K	0.0%	$49.62	—	COM	436106108
—	HEWLETT PACKARD CO	8,883	$249K	0.0%	$28.03	—	COM	428236103
PRU	PRUDENTIAL FINL INC	2,691	$248K	0.0%	$51.50	0.0%	COM	744320102
MDY	SPDR S&P MIDCAP 400 ETF TR	1,010	$247K	0.0%	$209.90	—	UTSER1 S&PDCRP	78467Y107
—	MALLINCKRODT PUB LTD CO	4,716	$246K	0.0%	$44.11	—	SHS	G5785G107
ADI	ANALOG DEVICES INC	4,810	$245K	0.0%	$34.29	+9.8%	COM	032654105
D	DOMINION RES INC VA NEW	3,783	$245K	0.0%	$35.33	+9.5%	COM	25746U109
—	UNILEVER PLC	5,887	$243K	0.0%	$40.27	—	SPON ADR NEW	904767704
NWS	NEWS CORP NEW	13,598	$242K	0.0%	$14.24	+8.0%	CL B	65249B208
CMCSA	COMCAST CORP NEW	4,668	$242K	0.0%	$16.55	+11.1%	CL A	20030N101
KLAC	KLA-TENCOR CORP	3,752	$242K	0.0%	$36.97	+7.6%	COM	482480100
—	MAXIM INTEGRATED PRODS INC	8,611	$240K	0.0%	$29.74	—	COM	57772K101
HSY	HERSHEY CO	2,441	$237K	0.0%	$69.67	+3.6%	COM	427866108
BBY	BEST BUY INC	5,929	$237K	0.0%	$17.00	+57.2%	COM	086516101
—	AGL RES INC	4,997	$236K	0.0%	$42.89	—	COM	001204106
MCHP	MICROCHIP TECHNOLOGY INC	5,247	$235K	0.0%	$16.17	0.0%	COM	595017104
SAH	SONIC AUTOMOTIVE INC	9,572	$234K	0.0%	$22.22	+4.9%	CL A	83545G102
—	STAPLES INC	14,747	$234K	0.0%	$15.85	—	COM	855030102
—	LABORATORY CORP AMER HLDGS	2,566	$234K	0.0%	$99.96	—	COM NEW	50540R409
HMN	HORACE MANN EDUCATORS CORP N	7,306	$230K	0.0%	$29.58	0.0%	COM	440327104
—	HERTZ GLOBAL HOLDINGS INC	7,962	$228K	0.0%	$28.64	—	COM	42805T105
—	LINEAR TECHNOLOGY CORP	4,929	$225K	0.0%	$45.65	—	COM	535678106
—	LANDAUER INC	4,251	$224K	0.0%	$52.69	—	COM	51476K103
—	SOTHEBYS	4,217	$224K	0.0%	$37.88	—	COM	835898107
SCHL	SCHOLASTIC CORP	6,543	$223K	0.0%	$23.18	0.0%	COM	807066105
—	MANITOWOC INC	9,570	$223K	0.0%	$23.30	—	COM	563571108
F	FORD MTR CO DEL	14,386	$222K	0.0%	$7.62	+18.1%	COM PAR $0.01	345370860
—	MINE SAFETY APPLIANCES CO	4,331	$222K	0.0%	$46.56	—	COM	602720104
—	PROTECTIVE LIFE CORP	4,345	$220K	0.0%	$38.47	—	COM	743674103
—	STATOIL ASA	9,098	$220K	0.0%	$22.68	—	SPONSORED ADR	85771P102
—	HARRIS CORP DEL	3,130	$219K	0.0%	$69.97	—	COM	413875105
PH	PARKER HANNIFIN CORP	1,707	$219K	0.0%	$95.01	0.0%	COM	701094104
—	SYMANTEC CORP	9,260	$218K	0.0%	$24.80	—	COM	871503108
KR	KROGER CO	5,500	$217K	0.0%	$15.23	+8.0%	COM	501044101
—	MACQUARIE INFRASTR CO LLC	3,945	$215K	0.0%	$54.50	—	MEMBERSHIP INT	55608B105
ABBNY	ABB LTD	8,057	$214K	0.0%	$26.56	—	SPONSORED ADR	000375204
—	AMC ENTMT HLDGS INC	10,309	$212K	0.0%	$20.56	—	CL A COM	00165C104
ABM	ABM INDS INC	7,150	$204K	0.0%	$21.60	0.0%	COM	000957100
—	UTI WORLDWIDE INC	11,570	$203K	0.0%	$16.25	—	ORD	G87210103
—	PALL CORP	2,364	$202K	0.0%	$85.45	—	COM	696429307
—	MYLAN INC	4,663	$202K	0.0%	$43.32	—	COM	628530107
—	AMERICAN RLTY CAP PPTYS INC	15,711	$202K	0.0%	$12.21	—	COM	02917T104
AMAT	APPLIED MATLS INC	11,113	$197K	0.0%	$12.22	+21.6%	COM	038222105
MWA	MUELLER WTR PRODS INC	20,945	$196K	0.0%	$7.13	0.0%	COM SER A	624758108
—	KNOLL INC	10,578	$194K	0.0%	$14.40	—	COM NEW	498904200
—	NTT DOCOMO INC	10,683	$176K	0.0%	$15.64	—	SPONS ADR	62942M201
—	DICE HLDGS INC	22,698	$165K	0.0%	$8.89	—	COM	253017107
ERIC	ERICSSON	12,767	$156K	0.0%	$11.41	—	ADR B SEK 10	294821608
NOK	NOKIA CORP	17,641	$143K	0.0%	$8.11	—	SPONSORED ADR	654902204
JBLU	JETBLUE AIRWAYS CORP	15,000	$128K	0.0%	$7.94	0.0%	COM	477143101
—	ISHARES	10,707	$123K	0.0%	$11.95	—	MRG RL ES CP ETF	464288539
—	CAMPUS CREST CMNTYS INC	13,003	$122K	0.0%	$9.38	—	COM	13466Y105
GLDD	GREAT LAKES DREDGE & DOCK CO	12,840	$118K	0.0%	$7.61	+10.1%	COM	390607109
—	MFS CHARTER INCOME TR	11,305	$102K	0.0%	$9.02	—	SH BEN INT	552727109
—	PRECISION DRILLING CORP	10,000	$94,000	0.0%	$9.40	—	COM 2010	74022D308
—	EARTHLINK INC	16,595	$84,000	0.0%	$6.11	—	COM	270321102
—	MAGNUM HUNTER RES CORP DEL	11,370	$83,000	0.0%	$6.25	—	COM	55973B102
—	ALLIANCEBERNSTEIN INCOME FUN	11,595	$82,000	0.0%	$7.42	—	COM	01881E101
—	FOREST OIL CORP	11,483	$41,000	0.0%	$4.28	—	COM PAR $0.01	346091705