Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	663,349	$39.04M	3.6%	$42.31	+5.3%	COM	532457108
AAPL	APPLE INC	58,173	$31.22M	2.9%	$13.16	+26.0%	COM	037833100
VNQ	VANGUARD INDEX FDS	363,903	$25.7M	2.4%	$68.69	—	REIT ETF	922908553
V	VISA INC	115,885	$25.01M	2.3%	$40.02	+27.7%	COM CL A	92826C839
BALL	BALL CORP	445,844	$24.44M	2.2%	$19.77	+19.0%	COM	058498106
WFC	WELLS FARGO & CO NEW	460,833	$22.92M	2.1%	$27.36	+22.1%	COM	949746101
QCOM	QUALCOMM INC	281,828	$22.23M	2.0%	$45.06	+19.9%	COM	747525103
JPM	JPMORGAN CHASE & CO	361,512	$21.95M	2.0%	$36.24	+16.1%	COM	46625H100
DHR	DANAHER CORP DEL	291,126	$21.84M	2.0%	$25.01	+23.1%	COM	235851102
PFE	PFIZER INC	667,715	$21.45M	2.0%	$16.46	+10.6%	COM	717081103
—	ALLERGAN INC	166,935	$20.72M	1.9%	$85.15	—	COM	018490102
CVX	CHEVRON CORP NEW	166,611	$19.81M	1.8%	$71.30	-1.3%	COM	166764100
PRGO	PERRIGO CO PLC	127,259	$19.68M	1.8%	$144.14	+9.5%	SHS	G97822103
TMO	THERMO FISHER SCIENTIFIC INC	162,070	$19.49M	1.8%	$79.76	+43.5%	COM	883556102
SLB	SCHLUMBERGER LTD	198,675	$19.37M	1.8%	$54.34	+20.5%	COM	806857108
—	DIRECTV	249,180	$19.04M	1.7%	$61.64	—	COM	25490A309
ONB	OLD NATL BANCORP IND	1,242,710	$18.53M	1.7%	$13.18	+8.1%	COM	680033107
XOM	EXXON MOBIL CORP	182,639	$17.84M	1.6%	$53.88	+7.8%	COM	30231G102
ABBV	ABBVIE INC	319,961	$16.45M	1.5%	$26.55	+18.6%	COM	00287Y109
COP	CONOCOPHILLIPS	232,965	$16.39M	1.5%	$44.06	+3.1%	COM	20825C104
EMR	EMERSON ELEC CO	236,801	$15.82M	1.5%	$40.02	+19.4%	COM	291011104
—	VMWARE INC	142,524	$15.4M	1.4%	$80.90	—	CL A COM	928563402
VTV	VANGUARD INDEX FDS	187,393	$14.64M	1.3%	$69.95	—	VALUE ETF	922908744
TGT	TARGET CORP	239,842	$14.51M	1.3%	$47.95	-13.2%	COM	87612E106
MET	METLIFE INC	274,047	$14.47M	1.3%	$24.43	+27.2%	COM	59156R108
UNP	UNION PAC CORP	74,728	$14.02M	1.3%	$65.59	+4.1%	COM	907818108
XLY	SELECT SECTOR SPDR TR	216,364	$14M	1.3%	$56.40	—	SBI CONS DISCR	81369Y407
—	WALGREEN CO	208,936	$13.8M	1.3%	$44.20	—	COM	931422109
CHD	CHURCH & DWIGHT INC	198,533	$13.71M	1.3%	$26.18	+7.7%	COM	171340102
ORCL	ORACLE CORP	331,523	$13.56M	1.2%	$27.58	+15.9%	COM	68389X105
C	CITIGROUP INC	275,974	$13.14M	1.2%	$36.11	+2.7%	COM NEW	172967424
TJX	TJX COS INC NEW	211,178	$12.81M	1.2%	$20.82	+23.7%	COM	872540109
IP	INTL PAPER CO	265,275	$12.17M	1.1%	$26.05	+4.6%	COM	460146103
ABT	ABBOTT LABS	311,755	$12.01M	1.1%	$28.85	+6.5%	COM	002824100
COST	COSTCO WHSL CORP NEW	106,335	$11.88M	1.1%	$86.56	+5.5%	COM	22160K105
—	NOBLE ENERGY INC	166,675	$11.84M	1.1%	$60.04	—	COM	655044105
EBAY	EBAY INC	210,403	$11.62M	1.1%	$20.18	+2.4%	COM	278642103
GS	GOLDMAN SACHS GROUP INC	69,026	$11.31M	1.0%	$120.06	+11.4%	COM	38141G104
—	STERICYCLE INC	99,510	$11.31M	1.0%	$110.43	—	COM	858912108
SPY	SPDR S&P 500 ETF TR	59,393	$11.11M	1.0%	$162.96	—	TR UNIT	78462F103
BEN	FRANKLIN RES INC	202,121	$10.95M	1.0%	$29.10	+10.5%	COM	354613101
WMT	WAL-MART STORES INC	142,567	$10.9M	1.0%	$19.98	-0.4%	COM	931142103
MCD	MCDONALDS CORP	100,523	$9.854M	0.9%	$71.80	-2.1%	COM	580135101
JNJ	JOHNSON & JOHNSON	99,821	$9.805M	0.9%	$60.16	+10.8%	COM	478160104
XLI	SELECT SECTOR SPDR TR	185,389	$9.702M	0.9%	$46.40	—	SBI INT-INDS	81369Y704
—	PRAXAIR INC	72,756	$9.528M	0.9%	$115.16	—	COM	74005P104
PWR	QUANTA SVCS INC	254,375	$9.386M	0.9%	$27.23	+20.2%	COM	74762E102
—	VECTREN CORP	234,745	$9.247M	0.8%	$33.83	—	COM	92240G101
CVS	CVS CAREMARK CORPORATION	115,229	$8.626M	0.8%	$42.78	+19.5%	COM	126650100
ALB	ALBEMARLE CORP	118,553	$7.874M	0.7%	$52.09	+4.2%	COM	012653101
XLP	SELECT SECTOR SPDR TR	180,842	$7.787M	0.7%	$39.67	—	SBI CONS STPLS	81369Y308
XLU	SELECT SECTOR SPDR TR	175,150	$7.261M	0.7%	$37.63	—	SBI INT-UTILS	81369Y886
BMY	BRISTOL MYERS SQUIBB CO	112,273	$5.832M	0.5%	$28.75	+25.0%	COM	110122108
KMX	CARMAX INC	103,041	$4.822M	0.4%	$49.02	-4.7%	COM	143130102
—	GENERAL ELECTRIC CO	174,653	$4.522M	0.4%	$23.27	—	COM	369604103
IBM	INTERNATIONAL BUSINESS MACHS	23,007	$4.429M	0.4%	$118.94	-8.2%	COM	459200101
T	AT&T INC	103,756	$3.638M	0.3%	$11.38	-4.7%	COM	00206R102
PEP	PEPSICO INC	40,700	$3.398M	0.3%	$56.02	+1.5%	COM	713448108
THFF	FIRST FINL CORP IND	95,914	$3.23M	0.3%	$20.42	+12.8%	COM	320218100
MRK	MERCK & CO INC NEW	53,971	$3.064M	0.3%	$30.02	+19.1%	COM	58933Y105
VBK	VANGUARD INDEX FDS	23,450	$2.913M	0.3%	$124.22	—	SML CP GRW ETF	922908595
—	EXPRESS SCRIPTS HLDG CO	36,854	$2.768M	0.3%	$69.78	—	COM	30219G108
MSFT	MICROSOFT CORP	65,348	$2.679M	0.2%	$27.61	+13.2%	COM	594918104
MMM	3M CO	19,240	$2.61M	0.2%	$61.44	+24.1%	COM	88579Y101
—	GULFMARK OFFSHORE INC	54,800	$2.463M	0.2%	$47.14	—	CL A NEW	402629208
—	DU PONT E I DE NEMOURS & CO	35,860	$2.406M	0.2%	$52.49	—	COM	263534109
KO	COCA COLA CO	61,410	$2.375M	0.2%	$27.71	-4.1%	COM	191216100
BRK/B	BERKSHIRE HATHAWAY INC DEL	18,946	$2.367M	0.2%	$113.19	+3.2%	CL B NEW	084670702
GILD	GILEAD SCIENCES INC	31,966	$2.265M	0.2%	$50.97	+6.9%	COM	375558103
PM	PHILIP MORRIS INTL INC	27,542	$2.254M	0.2%	$49.66	-9.9%	COM	718172109
FITB	FIFTH THIRD BANCORP	93,774	$2.153M	0.2%	$12.58	+16.1%	COM	316773100
CSX	CSX CORP	73,026	$2.116M	0.2%	$7.37	+4.1%	COM	126408103
—	UNITED TECHNOLOGIES CORP	18,016	$2.105M	0.2%	$92.92	—	COM	913017109
—	GOOGLE INC	1,831	$2.041M	0.2%	$1045.31	—	CL A	38259P508
INTC	INTEL CORP	75,453	$1.948M	0.2%	$17.13	+9.0%	COM	458140100
MGV	VANGUARD WORLD FD	34,156	$1.919M	0.2%	$50.30	—	MEGA CAP VAL ETF	921910840
ECL	ECOLAB INC	17,661	$1.907M	0.2%	$84.66	+8.6%	COM	278865100
ISRG	INTUITIVE SURGICAL INC	4,324	$1.893M	0.2%	$47.74	-1.3%	COM NEW	46120E602
PG	PROCTER & GAMBLE CO	22,943	$1.849M	0.2%	$55.02	+2.7%	COM	742718109
—	MEAD JOHNSON NUTRITION CO	21,436	$1.783M	0.2%	$82.37	—	COM	582839106
BAC	BANK OF AMERICA CORPORATION	99,574	$1.713M	0.2%	$12.01	+10.4%	COM	060505104
—	DOW CHEM CO	34,893	$1.695M	0.2%	$40.34	—	COM	260543103
SCHW	SCHWAB CHARLES CORP NEW	61,966	$1.694M	0.2%	$21.09	+7.6%	COM	808513105
FLR	FLUOR CORP NEW	21,407	$1.664M	0.2%	$65.83	+5.2%	COM	343412102
DE	DEERE & CO	17,950	$1.63M	0.1%	$68.04	+3.0%	COM	244199105
ACN	ACCENTURE PLC IRELAND	20,403	$1.627M	0.1%	$65.14	+2.7%	SHS CLASS A	G1151C101
VZ	VERIZON COMMUNICATIONS INC	34,174	$1.625M	0.1%	$26.76	-3.3%	COM	92343V104
—	HEALTHSOUTH CORP	45,000	$1.617M	0.1%	$33.31	—	COM NEW	421924309
MGK	VANGUARD WORLD FD	22,239	$1.61M	0.1%	$65.46	—	MEGA GRWTH IND	921910816
SBUX	STARBUCKS CORP	21,341	$1.566M	0.1%	$28.48	+2.8%	COM	855244109
LMT	LOCKHEED MARTIN CORP	9,566	$1.562M	0.1%	$81.39	+39.3%	COM	539830109
—	WHOLE FOODS MKT INC	29,642	$1.503M	0.1%	$51.77	—	COM	966837106
AXP	AMERICAN EXPRESS CO	16,668	$1.501M	0.1%	$67.81	+11.4%	COM	025816109
OXY	OCCIDENTAL PETE CORP DEL	15,307	$1.459M	0.1%	$60.00	+4.1%	COM	674599105
—	ROYAL DUTCH SHELL PLC	19,884	$1.452M	0.1%	$64.02	—	SPONS ADR A	780259206
IEFA	ISHARES TR	23,625	$1.443M	0.1%	$59.75	—	CORE MSCI EAFE	46432F842
NEE	NEXTERA ENERGY INC	14,879	$1.423M	0.1%	$14.18	+16.8%	COM	65339F101
—	CORE LABORATORIES N V	7,100	$1.409M	0.1%	$188.17	—	COM	N22717107
—	PRECISION CASTPARTS CORP	5,576	$1.409M	0.1%	$225.99	—	COM	740189105
—	WELLPOINT INC	14,124	$1.406M	0.1%	$86.97	—	COM	94973V107
—	FMC TECHNOLOGIES INC	26,265	$1.373M	0.1%	$52.85	—	COM	30249U101
APH	AMPHENOL CORP NEW	14,787	$1.355M	0.1%	$9.71	+2.5%	CL A	032095101
CAT	CATERPILLAR INC DEL	13,181	$1.31M	0.1%	$61.55	+13.2%	COM	149123101
HON	HONEYWELL INTL INC	13,909	$1.29M	0.1%	$54.39	+19.0%	COM	438516106
SO	SOUTHERN CO	28,945	$1.272M	0.1%	$26.52	-4.7%	COM	842587107
CRM	SALESFORCE COM INC	22,238	$1.27M	0.1%	$55.60	+6.2%	COM	79466L302
KMB	KIMBERLY CLARK CORP	11,457	$1.263M	0.1%	$63.61	+9.1%	COM	494368103
DVA	DAVITA HEALTHCARE PARTNERS I	18,164	$1.251M	0.1%	$64.05	+3.7%	COM	23918K108
MO	ALTRIA GROUP INC	33,257	$1.244M	0.1%	$16.28	+5.2%	COM	02209S103
—	COVANCE INC	11,944	$1.241M	0.1%	$95.44	—	COM	222816100
EOG	EOG RES INC	6,279	$1.232M	0.1%	$62.71	+3.3%	COM	26875P101
EL	LAUDER ESTEE COS INC	18,375	$1.229M	0.1%	$59.92	-0.2%	CL A	518439104
—	GLAXOSMITHKLINE PLC	22,625	$1.208M	0.1%	$50.12	—	SPONSORED ADR	37733W105
BP	BP PLC	24,978	$1.201M	0.1%	$42.85	—	SPONSORED ADR	055622104
NVS	NOVARTIS A G	14,086	$1.198M	0.1%	$70.78	—	SPONSORED ADR	66987V109
DKS	DICKS SPORTING GOODS INC	21,170	$1.156M	0.1%	$40.55	-0.7%	COM	253393102
NTAP	NETAPP INC	29,739	$1.097M	0.1%	$29.51	+2.2%	COM	64110D104
CSCO	CISCO SYS INC	48,814	$1.094M	0.1%	$15.72	-2.6%	COM	17275R102
OMC	OMNICOM GROUP INC	15,023	$1.091M	0.1%	$44.85	+10.9%	COM	681919106
—	DENBURY RES INC	65,500	$1.074M	0.1%	$16.43	—	COM NEW	247916208
BA	BOEING CO	8,409	$1.055M	0.1%	$81.55	+36.9%	COM	097023105
GIS	GENERAL MLS INC	20,008	$1.037M	0.1%	$32.08	+2.8%	COM	370334104
PSX	PHILLIPS 66	13,287	$1.024M	0.1%	$44.20	+12.7%	COM	718546104
—	TIME WARNER INC	15,477	$1.011M	0.1%	$61.53	—	COM NEW	887317303
DUK	DUKE ENERGY CORP NEW	14,086	$1.003M	0.1%	$41.80	+2.0%	COM NEW	26441C204
—	ANNALY CAP MGMT INC	91,305	$1.002M	0.1%	$11.55	—	COM	035710409
NSC	NORFOLK SOUTHERN CORP	9,916	$964K	0.1%	$62.97	+13.4%	COM	655844108
MKL	MARKEL CORP	1,592	$949K	0.1%	$548.55	+3.8%	COM	570535104
YUM	YUM BRANDS INC	12,550	$946K	0.1%	$39.13	+7.5%	COM	988498101
—	RAYTHEON CO	9,476	$936K	0.1%	$79.61	—	COM NEW	755111507
IWP	ISHARES	10,810	$927K	0.1%	$71.79	—	RUS MD CP GR ETF	464287481
—	LEUCADIA NATL CORP	32,335	$906K	0.1%	$27.00	—	COM	527288104
G	GENPACT LIMITED	51,958	$905K	0.1%	$15.73	-3.0%	SHS	G3922B107
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	17,654	$893K	0.1%	$43.67	+1.5%	CL A	192446102
XLV	SELECT SECTOR SPDR TR	15,233	$891K	0.1%	$47.60	—	SBI HEALTHCARE	81369Y209
APD	AIR PRODS & CHEMS INC	7,465	$889K	0.1%	$61.55	+28.8%	COM	009158106
—	CARBO CERAMICS INC	6,424	$886K	0.1%	$71.66	—	COM	140781105
—	E TRADE FINANCIAL CORP	38,187	$879K	0.1%	$17.34	—	COM NEW	269246401
SNY	SANOFI	16,738	$875K	0.1%	$51.75	—	SPONSORED ADR	80105N105
—	WILLIS GROUP HOLDINGS PUBLIC	19,803	$874K	0.1%	$42.82	—	SHS	G96666105
GD	GENERAL DYNAMICS CORP	8,001	$871K	0.1%	$59.11	+35.5%	COM	369550108
GPN	GLOBAL PMTS INC	12,228	$870K	0.1%	$27.46	+18.8%	COM	37940X102
XLF	SELECT SECTOR SPDR TR	38,598	$862K	0.1%	$19.51	—	SBI INT-FINL	81369Y605
FOSL	FOSSIL GROUP INC	7,334	$855K	0.1%	$119.00	-2.1%	COM	34988V106
NVO	NOVO-NORDISK A S	18,661	$852K	0.1%	$69.64	—	ADR	670100205
—	STANCORP FINL GROUP INC	12,746	$851K	0.1%	$50.29	—	COM	852891100
VTI	VANGUARD INDEX FDS	8,676	$846K	0.1%	$82.64	—	TOTAL STK MKT	922908769
—	COVIDIEN PLC	11,182	$823K	0.1%	$68.35	—	SHS	G2554F113
—	E M C CORP MASS	29,432	$806K	0.1%	$25.13	—	COM	268648102
—	KRAFT FOODS GROUP INC	14,347	$804K	0.1%	$55.87	—	COM	50076Q106
LOW	LOWES COS INC	16,261	$795K	0.1%	$33.81	+15.4%	COM	548661107
—	LIFE TIME FITNESS INC	16,300	$784K	0.1%	$46.99	—	COM	53217R207
—	ANSYS INC	10,151	$782K	0.1%	$77.18	—	COM	03662Q105
ZBH	ZIMMER HLDGS INC	8,236	$779K	0.1%	$75.36	+10.9%	COM	98956P102
—	NATIONAL INSTRS CORP	26,308	$755K	0.1%	$29.87	—	COM	636518102
—	HSN INC	12,502	$747K	0.1%	$54.01	—	COM	404303109
—	CIGNA CORPORATION	8,859	$742K	0.1%	$75.88	—	COM	125509109
BDX	BECTON DICKINSON & CO	6,337	$742K	0.1%	$82.27	+11.1%	COM	075887109
—	APACHE CORP	8,936	$741K	0.1%	$84.93	—	COM	037411105
NOC	NORTHROP GRUMMAN CORP	5,994	$740K	0.1%	$63.34	+53.3%	COM	666807102
WM	WASTE MGMT INC DEL	17,577	$739K	0.1%	$31.03	+5.6%	COM	94106L109
—	OMNICARE INC	12,332	$736K	0.1%	$53.07	—	COM	681904108
—	COMCAST CORP NEW	15,000	$732K	0.1%	$49.87	—	CL A SPL	20030N200
—	NATIONAL OILWELL VARCO INC	9,379	$730K	0.1%	$79.54	—	COM	637071101
—	TIFFANY & CO NEW	8,400	$724K	0.1%	$92.74	—	COM	886547108
TM	TOYOTA MOTOR CORP	6,385	$721K	0.1%	$120.01	—	SP ADR REP2COM	892331307
—	MEDTRONIC INC	11,704	$720K	0.1%	$55.62	—	COM	585055106
CMCSA	COMCAST CORP NEW	14,342	$717K	0.1%	$18.85	+5.9%	CL A	20030N101
KSS	KOHLS CORP	12,548	$713K	0.1%	$53.28	+0.6%	COM	500255104
FAST	FASTENAL CO	14,388	$709K	0.1%	$8.57	0.0%	COM	311900104
—	VIACOM INC NEW	8,288	$704K	0.1%	$75.32	—	CL B	92553P201
—	AGL RES INC	14,315	$701K	0.1%	$46.85	—	COM	001204106
—	DST SYS INC DEL	7,372	$699K	0.1%	$80.91	—	COM	233326107
—	ENDURANCE SPECIALTY HLDGS LT	12,964	$698K	0.1%	$52.64	—	SHS	G30397106
ING	ING GROEP N V	48,891	$697K	0.1%	$12.02	—	SPONSORED ADR	456837103
HD	HOME DEPOT INC	8,745	$692K	0.1%	$56.35	+6.9%	COM	437076102
—	ASPEN INSURANCE HOLDINGS LTD	17,436	$692K	0.1%	$37.77	—	SHS	G05384105
—	HOSPIRA INC	15,968	$691K	0.1%	$38.33	—	COM	441060100
—	XEROX CORP	60,984	$689K	0.1%	$10.12	—	COM	984121103
—	INTERPUBLIC GROUP COS INC	40,026	$686K	0.1%	$10.06	+12.1%	COM	460690100
—	PROGRESSIVE WASTE SOLUTIONS	27,097	$686K	0.1%	$22.06	—	COM	74339G101
ROP	ROPER INDS INC NEW	5,053	$675K	0.1%	$120.34	+5.3%	COM	776696106
—	INTERMUNE INC	20,000	$669K	0.1%	$14.75	—	COM	45884X103
PPG	PPG INDS INC	3,429	$663K	0.1%	$59.61	+29.5%	COM	693506107
—	TOTAL S A	10,033	$658K	0.1%	$65.58	—	SPONSORED ADR	89151E109
ETN	EATON CORP PLC	8,742	$656K	0.1%	$47.28	+17.1%	SHS	G29183103
WAB	WABTEC CORP	8,445	$654K	0.1%	$62.62	+14.5%	COM	929740108
—	GUESS INC	23,315	$643K	0.1%	$30.86	—	COM	401617105
AMP	AMERIPRISE FINL INC	5,831	$642K	0.1%	$68.10	+25.2%	COM	03076C106
SIEGY	SIEMENS A G	4,712	$637K	0.1%	$113.41	—	SPONSORED ADR	826197501
CCL	CARNIVAL CORP	16,670	$631K	0.1%	$28.10	+17.7%	PAIRED CTF	143658300
LAD	LITHIA MTRS INC	9,302	$618K	0.1%	$57.13	+9.3%	CL A	536797103
—	ASCENA RETAIL GROUP INC	35,704	$617K	0.1%	$18.44	—	COM	04351G101
COF	CAPITAL ONE FINL CORP	7,997	$617K	0.1%	$59.33	0.0%	COM	14040H105
CBT	CABOT CORP	10,305	$609K	0.1%	$27.86	+42.1%	COM	127055101
LNC	LINCOLN NATL CORP IND	11,863	$601K	0.1%	$26.15	+28.0%	COM	534187109
IJH	ISHARES	4,339	$597K	0.1%	$120.59	—	CORE S&P MCP ETF	464287507
CNI	CANADIAN NATL RY CO	10,471	$589K	0.1%	$41.71	+6.8%	COM	136375102
CMI	CUMMINS INC	3,923	$584K	0.1%	$83.48	+21.3%	COM	231021106
PEG	PUBLIC SVC ENTERPRISE GROUP	15,320	$584K	0.1%	$21.85	+3.8%	COM	744573106
CLX	CLOROX CO DEL	6,574	$579K	0.1%	$60.08	+4.4%	COM	189054109
TXN	TEXAS INSTRS INC	12,265	$579K	0.1%	$26.34	+21.2%	COM	882508104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	28,555	$572K	0.1%	$17.83	—	SPONSORED ADR	874039100
—	ROCK-TENN CO	5,404	$571K	0.1%	$105.66	—	CL A	772739207
GLW	CORNING INC	27,365	$569K	0.1%	$10.91	+26.6%	COM	219350105
TILE	INTERFACE INC	27,697	$569K	0.1%	$17.57	+15.8%	COM	458665304
MCK	MCKESSON CORP	3,216	$568K	0.1%	$160.13	0.0%	COM	58155Q103
FIS	FIDELITY NATL INFORMATION SV	10,609	$567K	0.1%	$38.46	+13.1%	COM	31620M106
CUBE	CUBESMART	33,070	$567K	0.1%	$16.29	—	COM	229663109
—	AETNA INC NEW	7,557	$567K	0.1%	$63.89	—	COM	00817Y108
THG	HANOVER INS GROUP INC	8,994	$553K	0.1%	$35.21	+19.4%	COM	410867105
MLKN	MILLER HERMAN INC	17,167	$552K	0.1%	$20.53	+5.6%	COM	600544100
IPAR	INTER PARFUMS INC	15,257	$552K	0.1%	$34.36	-2.2%	COM	458334109
—	LORILLARD INC	10,199	$552K	0.1%	$44.76	—	COM	544147101
FICO	FAIR ISAAC CORP	9,936	$550K	0.1%	$50.52	+9.0%	COM	303250104
—	MICROS SYS INC	10,343	$547K	0.1%	$47.82	—	COM	594901100
—	AV HOMES INC	30,000	$543K	0.0%	$18.17	—	COM	00234P102
—	STERIS CORP	11,354	$542K	0.0%	$44.57	—	COM	859152100
TSN	TYSON FOODS INC	12,310	$542K	0.0%	$29.21	0.0%	CL A	902494103
THO	THOR INDS INC	8,740	$534K	0.0%	$34.95	+26.0%	COM	885160101
WU	WESTERN UN CO	32,565	$533K	0.0%	$17.10	—	COM	959802109
VC	VISTEON CORP	6,000	$531K	0.0%	$44.51	+7.8%	COM NEW	92839U206
FMS	FRESENIUS MED CARE AG&CO KGA	15,178	$529K	0.0%	$35.14	—	SPONSORED ADR	358029106
LVS	LAS VEGAS SANDS CORP	6,487	$524K	0.0%	$39.06	+45.8%	COM	517834107
—	LABORATORY CORP AMER HLDGS	5,337	$524K	0.0%	$99.04	—	COM NEW	50540R409
—	BRISTOW GROUP INC	6,930	$523K	0.0%	$65.72	—	COM	110394103
ITW	ILLINOIS TOOL WKS INC	6,388	$520K	0.0%	$50.40	+21.6%	COM	452308109
BUD	ANHEUSER BUSCH INBEV SA/NV	4,937	$520K	0.0%	$103.06	—	SPONSORED ADR	03524A108
KN	KNOWLES CORP	16,351	$516K	0.0%	$30.49	0.0%	COM	49926D109
—	AMC ENTMT HLDGS INC	21,208	$514K	0.0%	$22.45	—	CL A COM	00165C104
—	QEP RES INC	17,344	$510K	0.0%	$28.26	—	COM	74733V100
ED	CONSOLIDATED EDISON INC	9,455	$508K	0.0%	$37.22	-6.0%	COM	209115104
GABC	GERMAN AMERN BANCORP INC	17,565	$508K	0.0%	$10.70	+31.2%	COM	373865104
MDLZ	MONDELEZ INTL INC	14,410	$498K	0.0%	$23.20	+13.6%	CL A	609207105
—	CASH AMER INTL INC	12,837	$497K	0.0%	$44.78	—	COM	14754D100
—	SPECTRA ENERGY CORP	13,365	$494K	0.0%	$34.74	—	COM	847560109
ALL	ALLSTATE CORP	8,543	$484K	0.0%	$41.54	0.0%	COM	020002101
BC	BRUNSWICK CORP	10,688	$484K	0.0%	$26.84	+35.4%	COM	117043109
EFA	ISHARES	7,193	$483K	0.0%	$57.30	—	MSCI EAFE ETF	464287465
SPG	SIMON PPTY GROUP INC NEW	2,837	$465K	0.0%	$80.96	+4.3%	COM	828806109
RHP	RYMAN HOSPITALITY PPTYS INC	10,939	$465K	0.0%	$37.91	—	COM	78377T107
—	WPX ENERGY INC	25,600	$462K	0.0%	$20.39	—	COM	98212B103
—	CHICOS FAS INC	28,740	$461K	0.0%	$17.31	—	COM	168615102
AFL	AFLAC INC	7,282	$459K	0.0%	$20.85	+15.0%	COM	001055102
—	CHIMERA INVT CORP	150,000	$459K	0.0%	$3.10	—	COM	16934Q109
MSTR	MICROSTRATEGY INC	3,967	$458K	0.0%	$10.95	+14.0%	CL A NEW	594972408
IWS	ISHARES	6,624	$455K	0.0%	$68.69	—	RUS MDCP VAL ETF	464287473
—	PLANTRONICS INC NEW	10,212	$454K	0.0%	$44.39	—	COM	727493108
—	ACE LTD	4,576	$453K	0.0%	$98.99	—	SHS	H0023R105
SAP	SAP AG	5,484	$446K	0.0%	$75.32	—	SPON ADR	803054204
PSA	PUBLIC STORAGE	2,648	$446K	0.0%	$99.21	+3.2%	COM	74460D109
—	AG MTG INVT TR INC	24,600	$431K	0.0%	$15.65	—	COM	001228105
UMBF	UMB FINL CORP	6,666	$431K	0.0%	$52.49	+19.0%	COM	902788108
ASML	ASML HOLDING N V	4,614	$430K	0.0%	$81.98	—	N Y REGISTRY SHS	N07059210
—	UBS AG	20,762	$430K	0.0%	$20.71	—	SHS NEW	H89231338
EVR	EVERCORE PARTNERS INC	7,729	$427K	0.0%	$30.66	+44.2%	CLASS A	29977A105
—	ACTAVIS PLC	2,061	$424K	0.0%	$205.73	—	SHS	G0083B108
TXT	TEXTRON INC	10,726	$421K	0.0%	$26.50	+38.6%	COM	883203101
SYY	SYSCO CORP	11,663	$421K	0.0%	$24.38	+7.1%	COM	871829107
WOR	WORTHINGTON INDS INC	11,000	$421K	0.0%	$20.24	+23.2%	COM	981811102
VYX	NCR CORP NEW	11,438	$418K	0.0%	$21.25	0.0%	COM	62886E108
XLK	SELECT SECTOR SPDR TR	11,271	$409K	0.0%	$36.29	—	TECHNOLOGY	81369Y803
—	ENERGIZER HLDGS INC	4,055	$409K	0.0%	$99.06	—	COM	29266R108
EMBJ	EMBRAER S A	11,451	$406K	0.0%	$36.80	—	SP ADR REP 4 COM	29082A107
HSBC	HSBC HLDGS PLC	7,922	$403K	0.0%	$51.94	—	SPON ADR NEW	404280406
—	MONSANTO CO NEW	3,510	$399K	0.0%	$116.52	—	COM	61166W101
—	LIBERTY MEDIA CORP DELAWARE	3,036	$397K	0.0%	$130.76	—	CL A	531229102
—	LIBERTY GLOBAL PLC	9,717	$396K	0.0%	$40.75	—	SHS CL C	G5480U120
MUFG	MITSUBISHI UFJ FINL GROUP IN	71,210	$395K	0.0%	$6.21	—	SPONSORED ADR	606822104
—	CLARCOR INC	6,852	$393K	0.0%	$52.68	—	COM	179895107
—	DISCOVER FINL SVCS	6,747	$392K	0.0%	$58.10	—	COM	254709108
NWS	NEWS CORP NEW	23,448	$392K	0.0%	$14.54	+2.9%	CL B	65249B208
PH	PARKER HANNIFIN CORP	3,263	$391K	0.0%	$96.67	+1.9%	COM	701094104
BOH	BANK HAWAII CORP	6,435	$390K	0.0%	$37.58	+2.0%	COM	062540109
BBVA	BANCO BILBAO VIZCAYA ARGENTA	32,423	$389K	0.0%	$11.80	—	SPONSORED ADR	05946K101
—	L-3 COMMUNICATIONS HLDGS INC	3,231	$382K	0.0%	$89.44	—	COM	502424104
NTRS	NORTHERN TR CORP	5,810	$381K	0.0%	$40.53	+12.4%	COM	665859104
LULU	LULULEMON ATHLETICA INC	7,239	$381K	0.0%	$71.70	-30.4%	COM	550021109
—	PARKWAY PPTYS INC	20,899	$381K	0.0%	$18.23	—	COM	70159Q104
AES	AES CORP	26,708	$381K	0.0%	$9.29	0.0%	COM	00130H105
—	OASIS PETE INC NEW	9,103	$380K	0.0%	$41.74	—	COM	674215108
—	KELLOGG CO	6,050	$379K	0.0%	$38.80	-3.3%	COM	487836108
SYNA	SYNAPTICS INC	6,287	$377K	0.0%	$59.38	0.0%	COM	87157D109
KEY	KEYCORP NEW	26,296	$374K	0.0%	$6.48	+32.1%	COM	493267108
JLL	JONES LANG LASALLE INC	3,132	$371K	0.0%	$111.53	0.0%	COM	48020Q107
—	CHINA MOBILE LIMITED	8,081	$369K	0.0%	$56.19	—	SPONSORED ADR	16941M109
—	BROCADE COMMUNICATIONS SYS I	34,760	$369K	0.0%	$10.62	—	COM NEW	111621306
—	ENSTAR GROUP LIMITED	2,700	$368K	0.0%	$136.30	—	SHS	G3075P101
—	HERTZ GLOBAL HOLDINGS INC	13,812	$368K	0.0%	$27.79	—	COM	42805T105
—	WADDELL & REED FINL INC	5,004	$368K	0.0%	$73.54	—	CL A	930059100
—	UBIQUITI NETWORKS INC	8,049	$366K	0.0%	$45.47	—	COM	90347A100
CL	COLGATE PALMOLIVE CO	5,644	$366K	0.0%	$44.38	+7.9%	COM	194162103
—	HCC INS HLDGS INC	7,919	$360K	0.0%	$43.10	—	COM	404132102
—	SOTHEBYS	8,242	$359K	0.0%	$40.65	—	COM	835898107
—	TRW AUTOMOTIVE HLDGS CORP	4,390	$358K	0.0%	$81.55	—	COM	87264S106
LOPE	GRAND CANYON ED INC	7,645	$357K	0.0%	$46.34	0.0%	COM	38526M106
ARCO	ARCOS DORADOS HOLDINGS INC	35,429	$357K	0.0%	$10.63	-24.3%	SHS CLASS -A -	G0457F107
—	MARATHON OIL CORP	9,913	$352K	0.0%	$35.51	—	COM	565849106
NEU	NEWMARKET CORP	896	$350K	0.0%	$221.88	+28.5%	COM	651587107
ADP	AUTOMATIC DATA PROCESSING IN	4,535	$350K	0.0%	$45.16	+16.1%	COM	053015103
LII	LENNOX INTL INC	3,844	$349K	0.0%	$59.35	+29.9%	COM	526107107
—	WEATHERFORD INTERNATIONAL LT	20,000	$347K	0.0%	$15.50	—	REG SHS	H27013103
MWA	MUELLER WTR PRODS INC	36,456	$346K	0.0%	$7.37	+4.4%	COM SER A	624758108
MIDD	MIDDLEBY CORP	1,293	$342K	0.0%	$87.25	0.0%	COM	596278101
—	MEREDITH CORP	7,373	$342K	0.0%	$47.72	—	COM	589433101
PII	POLARIS INDS INC	2,448	$342K	0.0%	$134.91	0.0%	COM	731068102
NUS	NU SKIN ENTERPRISES INC	4,119	$341K	0.0%	$59.94	0.0%	CL A	67018T105
AFG	AMERICAN FINL GROUP INC OHIO	5,865	$338K	0.0%	$25.35	0.0%	COM	025932104
BAX	BAXTER INTL INC	4,593	$338K	0.0%	$30.44	-0.3%	COM	071813109
—	BOFI HLDG INC	3,936	$338K	0.0%	$85.87	—	COM	05566U108
—	SYNTEL INC	3,714	$334K	0.0%	$89.93	—	COM	87162H103
LEA	LEAR CORP	3,980	$333K	0.0%	$65.15	0.0%	COM NEW	521865204
—	BLACKROCK INC	1,060	$333K	0.0%	$270.75	—	COM	09247X101
BIDU	BAIDU INC	2,165	$330K	0.0%	$97.26	—	SPON ADR REP A	056752108
UNM	UNUM GROUP	9,356	$330K	0.0%	$27.85	+22.6%	COM	91529Y106
EME	EMCOR GROUP INC	7,005	$328K	0.0%	$37.26	+11.8%	COM	29084Q100
PSO	PEARSON PLC	18,345	$327K	0.0%	$18.00	—	SPONSORED ADR	705015105
—	POST PPTYS INC	6,598	$324K	0.0%	$49.11	—	COM	737464107
AGO	ASSURED GUARANTY LTD	12,793	$324K	0.0%	$19.26	0.0%	COM	G0585R106
AMGN	AMGEN INC	2,601	$321K	0.0%	$86.89	0.0%	COM	031162100
PRI	PRIMERICA INC	6,785	$320K	0.0%	$44.44	0.0%	COM	74164M108
VV	VANGUARD INDEX FDS	3,710	$319K	0.0%	$85.98	—	LARGE CAP ETF	922908637
TROW	PRICE T ROWE GROUP INC	3,778	$312K	0.0%	$47.77	+10.1%	COM	74144T108
—	CST BRANDS INC	9,913	$310K	0.0%	$31.27	—	COM	12646R105
SEIC	SEI INVESTMENTS CO	9,203	$309K	0.0%	$29.39	0.0%	COM	784117103
MA	MASTERCARD INC	4,141	$309K	0.0%	$72.72	0.0%	CL A	57636Q104
ARW	ARROW ELECTRS INC	5,170	$307K	0.0%	$54.43	0.0%	COM	042735100
VMI	VALMONT INDS INC	2,062	$307K	0.0%	$147.92	0.0%	COM	920253101
—	MAXIM INTEGRATED PRODS INC	9,234	$306K	0.0%	$29.97	—	COM	57772K101
VIG	VANGUARD SPECIALIZED PORTFOL	4,074	$306K	0.0%	$69.64	—	DIV APP ETF	921908844
—	PLUM CREEK TIMBER CO INC	7,225	$304K	0.0%	$46.49	—	COM	729251108
HL	HECLA MNG CO	98,964	$304K	0.0%	$3.11	0.0%	COM	422704106
—	SYMANTEC CORP	15,097	$301K	0.0%	$22.92	—	COM	871503108
CRS	CARPENTER TECHNOLOGY CORP	4,564	$301K	0.0%	$38.12	+28.7%	COM	144285103
RJF	RAYMOND JAMES FINANCIAL INC	5,368	$300K	0.0%	$29.40	0.0%	COM	754730109
—	DICE HLDGS INC	39,898	$298K	0.0%	$8.27	—	COM	253017107
—	BALLY TECHNOLOGIES INC	4,492	$298K	0.0%	$66.34	—	COM	05874B107
—	HOLLYFRONTIER CORP	6,241	$297K	0.0%	$49.22	—	COM	436106108
—	INNOPHOS HOLDINGS INC	5,170	$293K	0.0%	$56.67	—	COM	45774N108
DOV	DOVER CORP	3,539	$289K	0.0%	$50.30	0.0%	COM	260003108
VFC	V F CORP	4,659	$288K	0.0%	$49.70	+13.3%	COM	918204108
—	MCGRAW HILL FINL INC C	3,745	$286K	0.0%	$53.16	—	OM	580645109
—	ARM HLDGS PLC	5,604	$286K	0.0%	$36.89	—	SPONSORED ADR	042068106
WDFC	WD-40 CO	3,681	$286K	0.0%	$44.73	+34.5%	COM	929236107
—	TE CONNECTIVITY LTD	4,687	$282K	0.0%	$60.17	—	REG SHS	H84989104
SM	SM ENERGY CO	3,936	$281K	0.0%	$69.50	0.0%	COM	78454L100
MSA	MSA SAFETY INC	4,931	$281K	0.0%	$52.42	0.0%	COM	553498106
KLAC	KLA-TENCOR CORP	4,055	$281K	0.0%	$37.28	+10.3%	COM	482480100
—	TIME WARNER CABLE INC	2,049	$281K	0.0%	$112.22	—	COM	88732J207
—	HILL ROM HLDGS INC	7,289	$281K	0.0%	$38.55	—	COM	431475102
—	CA INC	9,026	$280K	0.0%	$30.12	—	COM	12673P105
UTHR	UNITED THERAPEUTICS CORP DEL	2,965	$279K	0.0%	$102.28	0.0%	COM	91307C102
INGR	INGREDION INC	4,038	$275K	0.0%	$65.61	0.0%	COM	457187102
DGX	QUEST DIAGNOSTICS INC	4,735	$274K	0.0%	$42.22	0.0%	COM	74834L100
—	II VI INC	17,662	$273K	0.0%	$15.46	—	COM	902104108
ADI	ANALOG DEVICES INC	5,100	$271K	0.0%	$34.57	+13.5%	COM	032654105
AZN	ASTRAZENECA PLC	4,108	$267K	0.0%	$47.44	—	SPONSORED ADR	046353108
—	UNILEVER PLC	6,225	$266K	0.0%	$40.40	—	SPON ADR NEW	904767704
CCK	CROWN HOLDINGS INC	5,957	$266K	0.0%	$41.28	0.0%	COM	228368106
ALK	ALASKA AIR GROUP INC	2,827	$264K	0.0%	$37.56	0.0%	COM	011659109
—	LSI CORP	23,859	$264K	0.0%	$11.07	—	COM	502161102
MCHP	MICROCHIP TECHNOLOGY INC	5,483	$262K	0.0%	$16.24	+9.3%	COM	595017104
NUE	NUCOR CORP	5,160	$261K	0.0%	$37.50	0.0%	COM	670346105
SCCO	SOUTHERN COPPER CORP	8,952	$260K	0.0%	$18.73	0.0%	COM	84265V105
—	HEWLETT PACKARD CO	8,036	$260K	0.0%	$28.03	—	COM	428236103
—	TATA MTRS LTD	7,252	$257K	0.0%	$23.60	—	SPONSORED ADR	876568502
—	BB&T CORP	6,391	$257K	0.0%	$40.21	—	COM	054937107
ULTA	ULTA SALON COSMETCS & FRAG I	2,637	$257K	0.0%	$90.08	0.0%	COM	90384S303
HSY	HERSHEY CO	2,441	$255K	0.0%	$69.67	+10.8%	COM	427866108
ALEX	ALEXANDER & BALDWIN INC NEW	5,975	$254K	0.0%	$42.51	—	COM	014491104
—	ATWOOD OCEANICS INC	5,017	$253K	0.0%	$50.43	—	COM	050095108
D	DOMINION RES INC VA NEW	3,544	$251K	0.0%	$35.33	+17.3%	COM	25746U109
PRU	PRUDENTIAL FINL INC	2,953	$250K	0.0%	$51.57	+1.3%	COM	744320102
TRV	TRAVELERS COMPANIES INC	2,929	$250K	0.0%	$64.62	0.0%	COM	89417E109
—	AMTRUST FINL SVCS INC	6,626	$249K	0.0%	$37.58	—	COM	032359309
F	FORD MTR CO DEL	15,896	$248K	0.0%	$7.69	+8.8%	COM PAR $0.01	345370860
—	MANITOWOC INC	7,757	$244K	0.0%	$23.30	—	COM	563571108
DB	DEUTSCHE BANK AG	5,450	$244K	0.0%	$30.74	+8.9%	NAMEN AKT	D18190898
—	XILINX INC	4,474	$243K	0.0%	$54.31	—	COM	983919101
MYGN	MYRIAD GENETICS INC	7,053	$241K	0.0%	$30.98	0.0%	COM	62855J104
—	STATOIL ASA	8,493	$240K	0.0%	$22.68	—	SPONSORED ADR	85771P102
KR	KROGER CO	5,500	$240K	0.0%	$15.23	+4.4%	COM	501044101
SCHL	SCHOLASTIC CORP	6,950	$240K	0.0%	$23.40	+15.0%	COM	807066105
CWT	CALIFORNIA WTR SVC GROUP	9,905	$237K	0.0%	$17.79	0.0%	COM	130788102
MDY	SPDR S&P MIDCAP 400 ETF TR	943	$236K	0.0%	$209.90	—	UTSER1 S&PDCRP	78467Y107
ABM	ABM INDS INC	8,214	$236K	0.0%	$21.64	+1.1%	COM	000957100
—	MACQUARIE INFRASTR CO LLC	4,128	$236K	0.0%	$54.62	—	MEMBERSHIP INT	55608B105
—	TIDEWATER INC	4,742	$231K	0.0%	$48.71	—	COM	886423102
—	MYLAN INC	4,723	$231K	0.0%	$43.39	—	COM	628530107
NOK	NOKIA CORP	31,329	$230K	0.0%	$7.77	—	SPONSORED ADR	654902204
AGG	ISHARES	2,135	$230K	0.0%	$107.73	—	CORE TOTUSBD ETF	464287226
—	HARRIS CORP DEL	3,130	$229K	0.0%	$69.97	—	COM	413875105
VLO	VALERO ENERGY CORP NEW	4,296	$228K	0.0%	$32.81	0.0%	COM	91913Y100
FE	FIRSTENERGY CORP	6,703	$228K	0.0%	$19.25	0.0%	COM	337932107
M	MACYS INC	3,822	$227K	0.0%	$55.60	0.0%	COM	55616P104
—	LANDAUER INC	5,023	$227K	0.0%	$51.54	—	COM	51476K103
—	KNOLL INC	12,361	$225K	0.0%	$14.95	—	COM NEW	498904200
SAH	SONIC AUTOMOTIVE INC	10,016	$225K	0.0%	$22.25	+3.2%	CL A	83545G102
HMN	HORACE MANN EDUCATORS CORP N	7,645	$222K	0.0%	$29.55	-2.2%	COM	440327104
FFIV	F5 NETWORKS INC	2,051	$219K	0.0%	$105.80	0.0%	COM	315616102
PTEN	PATTERSON UTI ENERGY INC	6,926	$219K	0.0%	$21.83	+27.4%	COM	703481101
MPT	MEDICAL PPTYS TRUST INC	17,012	$218K	0.0%	$12.81	—	COM	58463J304
—	UTI WORLDWIDE INC	20,495	$217K	0.0%	$13.79	—	ORD	G87210103
MELI	MERCADOLIBRE INC	2,255	$214K	0.0%	$107.53	-10.8%	COM	58733R102
—	NIC INC	11,039	$213K	0.0%	$19.30	—	COM	62914B100
—	PALL CORP	2,364	$212K	0.0%	$85.45	—	COM	696429307
—	EXPRESS INC	13,342	$212K	0.0%	$15.89	—	COM	30219E103
DAKT	DAKTRONICS INC	14,663	$211K	0.0%	$11.54	0.0%	COM	234264109
WDC	WESTERN DIGITAL CORP	2,271	$209K	0.0%	$53.80	0.0%	COM	958102105
HP	HELMERICH & PAYNE INC	1,928	$207K	0.0%	$92.98	0.0%	COM	423452101
—	SEAGATE TECHNOLOGY PLC	3,687	$207K	0.0%	$56.14	—	SHS	G7945M107
ABBNY	ABB LTD	7,990	$206K	0.0%	$26.56	—	SPONSORED ADR	000375204
—	VALIDUS HOLDINGS LTD	5,463	$206K	0.0%	$37.71	—	COM SHS	G9319H102
BFH	ALLIANCE DATA SYSTEMS CORP	746	$203K	0.0%	$185.53	0.0%	COM	018581108
—	ROYAL DUTCH SHELL PLC	2,580	$201K	0.0%	$77.91	—	SPON ADR B	780259107
—	AOL INC	4,583	$201K	0.0%	$43.86	—	COM	00184X105
—	STAPLES INC	15,776	$179K	0.0%	$15.55	—	COM	855030102
ERIC	ERICSSON	13,364	$178K	0.0%	$11.50	—	ADR B SEK 10	294821608
—	NTT DOCOMO INC	10,962	$173K	0.0%	$15.64	—	SPONS ADR	62942M201
ON	ON SEMICONDUCTOR CORP	16,463	$155K	0.0%	$8.98	0.0%	COM	682189105
ITUB	ITAU UNIBANCO HLDG SA	10,436	$155K	0.0%	$12.89	—	SPON ADR REP PFD	465562106
—	ISHARES	10,707	$131K	0.0%	$11.95	—	MRG RL ES CP ETF	464288539
JBLU	JETBLUE AIRWAYS CORP	15,000	$130K	0.0%	$7.94	+10.4%	COM	477143101
GLDD	GREAT LAKES DREDGE & DOCK CO	13,436	$123K	0.0%	$7.65	+11.4%	COM	390607109
—	PRECISION DRILLING CORP	10,000	$120K	0.0%	$9.40	—	COM 2010	74022D308
—	CAMPUS CREST CMNTYS INC	13,607	$118K	0.0%	$9.35	—	COM	13466Y105
—	EARTHLINK HLDGS CORP	28,370	$102K	0.0%	$3.60	—	COM	27033X101