Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	Apple Inc	15,945	$8.945M	3.6%	$560.99 *	$13.16	+24.4%	Common	037833100
—	Google Inc.	5,029	$5.636M	2.3%	$1120.70	$880.28	—	Common	38259P508
MSFT	Microsoft Corp	142,392	$5.327M	2.1%	$37.41 *	$26.70	+12.4%	Common	594918104
JNJ	Johnson and Johnson	57,339	$5.252M	2.1%	$91.60 *	$59.66	+10.2%	Common	478160104
PG	Procter and Gamble Co	46,444	$3.781M	1.5%	$81.41 *	$55.00	+5.5%	Common	742718109
BRK/B	Berkshire Hathaway	29,897	$3.545M	1.4%	$118.57 *	$110.02	+5.1%	Common	084670702
IBM	IBM Corp	17,988	$3.374M	1.4%	$187.57 *	$118.94	-10.5%	Common	459200101
KO	Coca Cola Company	80,380	$3.32M	1.3%	$41.30 *	$27.85	-3.3%	Common	191216100
JPM	JPMorgan Chase and Co	55,892	$3.269M	1.3%	$58.49 *	$36.37	+9.0%	Common	46625H100
WFC	Wells Fargo and Company	68,489	$3.109M	1.3%	$45.39 *	$27.36	+12.4%	Common	949746101
DIS	Walt Disney Co	39,406	$3.011M	1.2%	$76.41 *	$56.11	+9.9%	Common	254687106
CMCSA	Comcast Corp	57,193	$2.972M	1.2%	$51.96 *	$15.62	+17.7%	Common	20030N101
COP	ConocoPhillips	41,625	$2.941M	1.2%	$70.65 *	$39.96	+21.1%	Common	20825C104
T	ATandT Inc	83,108	$2.922M	1.2%	$35.16 *	$11.40	-2.0%	Common	00206R102
AMZN	Amazon.com Inc	6,866	$2.738M	1.1%	$398.78 *	$13.32	+35.0%	Common	023135106
MRK	Merck and Co Inc	54,515	$2.728M	1.1%	$50.04 *	$30.02	+4.2%	Common	58933Y105
VZ	Verizon Communications Inc	52,813	$2.595M	1.0%	$49.14 *	$27.04	-1.6%	Common	92343V104
ORCL	Oracle Corp	67,428	$2.58M	1.0%	$38.26 *	$27.58	+4.4%	Common	68389X105
PEP	Pepsico Inc	31,112	$2.58M	1.0%	$82.93 *	$56.00	+3.1%	Common	713448108
MMM	3M Co	18,146	$2.545M	1.0%	$140.25 *	$61.26	+18.6%	Common	88579Y101
C	Citigroup Inc	46,943	$2.446M	1.0%	$52.11 *	$35.93	+4.8%	Common	172967424
QCOM	Qualcomm Inc	32,565	$2.418M	1.0%	$74.25 *	$45.06	+11.8%	Common	747525103
INTC	Intel Corp	90,955	$2.361M	1.0%	$25.96 *	$17.18	+4.4%	Common	458140100
GILD	Gilead Sciences Inc	31,272	$2.349M	0.9%	$75.12 *	$36.21	+33.6%	Common	375558103
WMT	Wal Mart Stores	28,944	$2.278M	0.9%	$78.70 *	$19.98	+1.8%	Common	931142103
V	Visa Inc. - class A	10,194	$2.27M	0.9%	$222.68 *	$40.02	+15.7%	Common	92826C839
BAC	Bank of America Corp	135,880	$2.116M	0.9%	$15.57 *	$10.03	+16.5%	Common	060505104
MCD	McDonalds Corp	20,921	$2.03M	0.8%	$97.03 *	$71.80	-2.5%	Common	580135101
AMGN	Amgen Inc	17,657	$2.014M	0.8%	$114.06 *	$73.34	+10.6%	Common	031162100
HD	Home Depot Inc	24,123	$1.986M	0.8%	$82.33 *	$56.05	+4.8%	Common	437076102
SLB	Schlumberger Ltd	21,941	$1.977M	0.8%	$90.11 *	$65.05	0.0%	Common	806857108
MA	Mastercard Inc - Class A	2,268	$1.895M	0.8%	$835.54 *	$51.54	+34.0%	Common	57636Q104
CSCO	Cisco Systems Inc	83,905	$1.882M	0.8%	$22.43 *	$15.24	-0.2%	Common	17275R102
BMY	Bristol-Myers Squibb Co	35,197	$1.871M	0.8%	$53.16 *	$28.67	+19.2%	Common	110122108
—	Du Pont (E.I.) De Nemours	28,617	$1.859M	0.7%	$64.96	$52.49	—	Common	263534109
AXP	American Express	20,061	$1.82M	0.7%	$90.72 *	$59.62	+16.2%	Common	025816109
ABBV	ABBVIE Inc	31,612	$1.669M	0.7%	$52.80 *	$26.55	+14.5%	Common	00287Y109
MDLZ	Mondelez International Inc	46,295	$1.634M	0.7%	$35.30 *	$23.20	+10.0%	Common	609207105
UPS	United Parcel Service	15,325	$1.61M	0.6%	$105.06 *	$55.38	+16.4%	Common	911312106
—	Praxair Inc	12,265	$1.595M	0.6%	$130.04	$115.12	—	Common	74005P104
META	Facebook Inc	28,843	$1.576M	0.6%	$54.64 *	$49.86	0.0%	Common	30303M102
—	Celgene Corp	9,299	$1.571M	0.6%	$168.94	$117.01	—	Common	151020104
UNH	UnitedHealth Group Inc	20,593	$1.551M	0.6%	$75.32 *	$51.56	+14.6%	Common	91324P102
BIIB	Biogen Idec Inc	5,389	$1.507M	0.6%	$279.64 *	$213.68	+21.0%	Common	09062X103
—	Spectra Energy Corp	42,022	$1.497M	0.6%	$35.62	$34.46	—	Common	847560109
—	Medtronic, Inc	25,801	$1.481M	0.6%	$57.40	$51.47	—	Common	585055106
—	Time Warner Inc	21,125	$1.473M	0.6%	$69.73	$57.80	—	Common	887317303
UNP	Union Pacific Corp	8,531	$1.433M	0.6%	$167.98 *	$60.55	0.0%	Common	907818108
DE	Deere and Co	15,616	$1.426M	0.6%	$91.32 *	$68.04	-0.9%	Common	244199105
VFC	V F Corp	22,808	$1.422M	0.6%	$62.35 *	$51.36	+1.5%	Common	918204108
CVS	CVS/Caremark Corp	19,593	$1.402M	0.6%	$71.56 *	$41.44	+11.8%	Common	126650100
EMR	Emerson Electric Co	18,836	$1.322M	0.5%	$70.18 *	$40.02	+20.4%	Common	291011104
APD	Air Products and Chemicals Inc	11,286	$1.262M	0.5%	$111.82 *	$61.55	+21.6%	Common	009158106
ABT	Abbott Laboratories	32,453	$1.244M	0.5%	$38.33 *	$28.77	+1.6%	Common	002824100
LLY	Eli Lilly and Co	24,148	$1.232M	0.5%	$51.02 *	$41.96	-5.7%	Common	532457108
SBUX	Starbucks Corp	15,692	$1.23M	0.5%	$78.38 *	$24.37	+28.1%	Common	855244109
—	Blackrock, Inc	3,860	$1.222M	0.5%	$316.58	$256.74	—	Common	09247X101
—	Viacom Inc New	13,992	$1.222M	0.5%	$87.34	$68.01	—	Common	92553P201
—	Priceline.com Inc	1,030	$1.197M	0.5%	$1162.14	$826.21	—	Common	741503403
SPG	Simon Property Group Inc	7,773	$1.183M	0.5%	$152.19 *	$88.80	-8.8%	Common	828806109
EBAY	Ebay Inc	21,405	$1.174M	0.5%	$54.85 *	$20.18	-2.4%	Common	278642103
EOG	EOG Resources, Inc	6,935	$1.164M	0.5%	$167.84 *	$46.52	+34.0%	Common	26875P101
ACN	Accenture PLC	14,152	$1.164M	0.5%	$82.25 *	$63.81	-3.6%	Common	G1151C101
GS	Goldman Sachs Group Inc	6,557	$1.162M	0.5%	$177.22 *	$120.06	+8.8%	Common	38141G104
PSX	Phillips 66	14,679	$1.132M	0.5%	$77.12 *	$40.49	+7.2%	Common	718546104
USB	U.S. Bancorp	27,933	$1.128M	0.5%	$40.38 *	$22.41	+13.2%	Common	902973304
TJX	TJX Companies Inc	16,661	$1.062M	0.4%	$63.74 *	$20.82	+23.5%	Common	872540109
LOW	Lowe's Companies	21,231	$1.052M	0.4%	$49.55 *	$32.16	+21.7%	Common	548661107
CL	Colgate-Palmolive Co	16,050	$1.047M	0.4%	$65.23 *	$44.38	+9.1%	Common	194162103
ITW	Illinois Tool Works Inc	12,297	$1.034M	0.4%	$84.09 *	$49.85	+19.3%	Common	452308109
—	Time Warner Cable Inc	7,624	$1.033M	0.4%	$135.49	$112.53	—	Common	88732J207
FDX	FEDEX Corp	7,140	$1.027M	0.4%	$143.84 *	$81.95	+36.8%	Common	31428X106
SO	Southern Co	24,911	$1.024M	0.4%	$41.11 *	$26.52	-7.4%	Common	842587107
OXY	Occidental Petroleum Corp	10,690	$1.017M	0.4%	$95.14 *	$63.37	0.0%	Common	674599105
AIG	American International Group	19,597	$1M	0.4%	$51.03 *	$32.85	+15.3%	Common	026874784
MET	MetLife Inc	18,363	$990K	0.4%	$53.91 *	$24.43	+23.3%	Common	59156R108
NKE	Nike Inc	12,530	$985K	0.4%	$78.61 *	$26.53	+23.9%	Common	654106103
—	Marathon Oil	27,647	$976K	0.4%	$35.30	$34.66	—	Common	565849106
F	Ford Motor Co	63,213	$975K	0.4%	$15.42 *	$7.75	+16.2%	Common	345370860
DUK	Duke Energy Corp	14,124	$975K	0.4%	$69.03 *	$41.83	+1.2%	Common	26441C204
BAX	Baxter International Inc	13,941	$970K	0.4%	$69.58 *	$30.24	-3.4%	Common	071813109
ECL	Ecolab Inc	9,278	$967K	0.4%	$104.23 *	$73.48	+23.8%	Common	278865100
—	Johnson Controls Inc	17,678	$907K	0.4%	$51.31	$39.26	—	Common	478366107
PRU	Prudential Financial Inc	9,822	$906K	0.4%	$92.24 *	$44.81	+14.9%	Common	744320102
—	Hess	10,825	$898K	0.4%	$82.96	$67.83	—	Common	42809H107
ADP	Automatic Data Processing	11,012	$890K	0.4%	$80.82 *	$45.09	+14.1%	Common	053015103
NEE	NextEra Energy Inc	10,335	$885K	0.4%	$85.63 *	$14.29	+7.0%	Common	65339F101
—	Noble Energy Incorporated	12,736	$867K	0.3%	$68.07	$60.07	—	Common	655044105
PH	Parker Hannifin Corp	6,741	$867K	0.3%	$128.62 *	$75.97	+25.1%	Common	701094104
TGT	Target Corp	13,697	$867K	0.3%	$63.30 *	$47.54	-6.2%	Common	87612E106
NSC	Norfolk Southern Corp	9,319	$865K	0.3%	$92.82 *	$57.67	+13.9%	Common	655844108
KMB	Kimberly-Clark Corp	8,229	$860K	0.3%	$104.51 *	$63.06	+5.2%	Common	494368103
—	Apache Corp	9,988	$858K	0.3%	$85.90	$83.80	—	Common	037411105
TMO	Thermo Electron Corporation	7,676	$855K	0.3%	$111.39 *	$79.76	+19.9%	Common	883556102
—	CBS Corporation	13,368	$852K	0.3%	$63.73	$48.89	—	Common	124857202
AMT	American Tower Corp	10,594	$846K	0.3%	$79.86 *	$59.51	-1.7%	Common	03027X100
—	McGraw-Hill Companies, Inc	10,516	$822K	0.3%	$78.17	$53.16	—	Common	580645109
—	Express Scripts Inc	11,642	$818K	0.3%	$70.26	$61.77	—	Common	30219G108
—	Walgreen Co	14,157	$813K	0.3%	$57.43	$44.22	—	Common	931422109
TXN	Texas Instruments Inc	18,499	$812K	0.3%	$43.89 *	$25.31	+18.8%	Common	882508104
—	Discover Financial Serv. Comp.	14,497	$811K	0.3%	$55.94	$47.67	—	Common	254709108
—	Hewlett Packard Co	28,901	$809K	0.3%	$27.99	$24.81	—	Common	428236103
—	Chubb Corp	8,369	$809K	0.3%	$96.67	$84.60	—	Common	171232101
—	EMC Corp / Mass	31,785	$799K	0.3%	$25.14	$23.62	—	Common	268648102
—	DirecTV	11,407	$788K	0.3%	$69.08	$61.63	—	Common	25490A309
LYB	LynondellBasell Industries	9,411	$756K	0.3%	$80.33 *	$36.01	+14.0%	Common	N53745100
—	Pioneer Natural Resources Co	4,090	$753K	0.3%	$184.11	$144.74	—	Common	723787107
MUR	Murphy Oil Corp	11,545	$749K	0.3%	$64.88 *	$35.65	+13.2%	Common	626717102
TRV	Travelers Cos Inc/The	8,175	$740K	0.3%	$90.52 *	$63.44	+5.3%	Common	89417E109
COF	Capital One Financial Corp	9,400	$720K	0.3%	$76.60 *	$47.00	+22.0%	Common	14040H105
—	Yahoo	17,787	$719K	0.3%	$40.42	$37.52	—	Common	984332106
MS	Morgan Stanley Dean Witter	22,811	$715K	0.3%	$31.34 *	$17.33	+25.8%	Common	617446448
KMI	Kinder Morgan	19,749	$711K	0.3%	$36.00 *	$20.66	-7.8%	Common	49456B101
AMP	Ameriprise Financial Inc	6,167	$710K	0.3%	$115.13 *	$80.05	0.0%	Common	03076C106
—	Kraft Foods Inc	13,131	$708K	0.3%	$53.92	$55.60	—	Common	50076Q106
BEN	Franklin Resources Inc	11,949	$690K	0.3%	$57.75 *	$29.22	+10.0%	Common	354613101
CRM	Salesforce.com Inc	12,396	$684K	0.3%	$55.18 *	$40.78	+29.6%	Common	79466L302
TROW	T Rowe Price Group Inc	8,045	$674K	0.3%	$83.78 *	$47.69	+5.9%	Common	74144T108
COST	Costco Wholesale Corp	5,616	$668K	0.3%	$118.95 *	$88.63	+7.4%	Common	22160K105
PPG	PPG Industries Inc	3,500	$664K	0.3%	$189.71 *	$59.61	+22.5%	Common	693506107
SCHW	Schwab (Charles) Corp	25,375	$660K	0.3%	$26.01 *	$17.79	+16.1%	Common	808513105
ROK	Rockwell Automation Inc	5,547	$655K	0.3%	$118.08 *	$67.20	+30.0%	Common	773903109
WMB	Williams Companies Inc	16,567	$639K	0.3%	$38.57 *	$18.03	+2.0%	Common	969457100
—	National Oilwell Varco	8,035	$639K	0.3%	$79.53	$68.90	—	Common	637071101
WM	Waste Management Inc	14,226	$638K	0.3%	$44.85 *	$31.41	+7.9%	Common	94106L109
GLW	Corning Inc	35,156	$626K	0.3%	$17.81 *	$10.49	+14.9%	Common	219350105
—	Starwood Hotels and Resorts	7,863	$625K	0.3%	$79.49	$63.21	—	Common	85590A401
DVN	Devon Energy Corp	10,065	$623K	0.3%	$61.90 *	$37.00	+10.9%	Common	25179M103
—	Discovery Communications Inc	6,791	$614K	0.2%	$90.41	$77.31	—	Common	25470F104
—	Aon	7,303	$613K	0.2%	$83.94	$64.33	—	Common	G0408V102
—	AGL Resources Inc.	12,965	$612K	0.2%	$47.20	$42.88	—	Common	001204106
DAL	Delta Air Lines	22,163	$609K	0.2%	$27.48 *	$23.32	0.0%	Common	247361702
CTSH	Cognizant Technology Solutions	5,990	$605K	0.2%	$101.00 *	$29.46	+37.0%	Common	192446102
—	Covidien Plc	8,857	$603K	0.2%	$68.08	$62.89	—	Common	G2554F113
—	Ingersoll Rand PLC Com Stk	9,723	$599K	0.2%	$61.61	$55.54	—	Common	G47791101
PNC	PNC Financial Services Group	7,721	$599K	0.2%	$77.58 *	$47.34	+9.6%	Common	693475105
ADI	Analog Devices	11,624	$592K	0.2%	$50.93 *	$34.72	+8.4%	Common	032654105
—	Alexion Pharmaceuticals Inc	4,425	$588K	0.2%	$132.88	$92.20	—	Common	015351109
MU	Micron Technology Inc	26,722	$581K	0.2%	$21.74 *	$18.97	0.0%	Common	595112103
ROP	Roper Industries Inc	4,143	$575K	0.2%	$138.79 *	$113.55	+6.4%	Common	776696106
—	Crown Castle Intl Corp	7,430	$546K	0.2%	$73.49	$72.41	—	Common	228227104
—	Actavis PLC	3,223	$541K	0.2%	$167.86	$167.86	—	Common	G0083B108
—	Kellogg Co	8,805	$538K	0.2%	$61.10 *	$38.95	-3.0%	Common	487836108
ED	Consolidated Edison Inc	9,561	$529K	0.2%	$55.33 *	$37.19	-3.5%	Common	209115104
VLO	Valero Energy Corp	10,459	$527K	0.2%	$50.39 *	$24.69	+8.7%	Common	91913Y100
INTU	Intuit Inc	6,883	$525K	0.2%	$76.27 *	$54.39	+19.5%	Common	461202103
—	WellPoint Inc	5,655	$522K	0.2%	$92.31	$81.79	—	Common	94973V107
—	Allergan Inc	4,698	$522K	0.2%	$111.11	$84.30	—	Common	018490102
NTRS	Northern Trust	8,415	$521K	0.2%	$61.91 *	$40.35	+3.6%	Common	665859104
YUM	YUM! Brands Inc	6,767	$512K	0.2%	$75.66 *	$38.97	+4.9%	Common	988498101
—	Cameron International Corp	8,535	$508K	0.2%	$59.52	$61.16	—	Common	13342B105
SEE	GCB Sealed Air Corp	14,643	$499K	0.2%	$34.08 *	$24.99	0.0%	Common	81211K100
STT	State Street Corp	6,792	$498K	0.2%	$73.32 *	$44.60	+13.5%	Common	857477103
NUE	Nucor Corp	9,290	$496K	0.2%	$53.39 *	$32.41	+18.2%	Common	670346105
AFL	AFLAC Inc	7,404	$495K	0.2%	$66.86 *	$24.61	0.0%	Common	001055102
—	Diamond Offshore Drilling	8,672	$494K	0.2%	$56.96	$68.84	—	Common	25271C102
CSX	CSX Corp	16,936	$487K	0.2%	$28.76 *	$6.66	+10.6%	Common	126408103
—	BBandT Corp	13,054	$487K	0.2%	$37.31	$33.83	—	Common	054937107
ALL	Allstate Corp	8,739	$477K	0.2%	$54.58 *	$37.12	+10.7%	Common	020002101
EQT	EQT Corporation	5,318	$477K	0.2%	$89.70 *	$37.67	+15.0%	Common	26884L109
PSA	Public Storage Inc.	3,142	$473K	0.2%	$150.54 *	$97.16	+3.1%	Common	74460D109
—	Southwestern Energy	11,866	$467K	0.2%	$39.36	$36.49	—	Common	845467109
CPB	Campbell Soup Co	10,686	$462K	0.2%	$43.23 *	$30.86	-7.6%	Common	134429109
OKE	Oneok Inc	7,415	$461K	0.2%	$62.17 *	$19.74	+23.6%	Common	682680103
—	Cerner Corp	8,234	$459K	0.2%	$55.74	$96.07	—	Common	156782104
—	Ace Limited	4,420	$458K	0.2%	$103.62	$89.59	—	Common	H0023R105
CHRW	C. H. Robinson Worldwide Inc	7,791	$455K	0.2%	$58.40 *	$43.17	+2.1%	Common	12541W209
APH	Amphenol Corp	5,073	$452K	0.2%	$89.10 *	$8.50	+8.4%	Common	032095101
NFLX	Netflix Inc	1,218	$448K	0.2%	$367.82 *	$4.91	0.0%	Common	64110L106
PPL	PPL Corp	14,801	$445K	0.2%	$30.07 *	$16.36	+0.0%	Common	69351T106
—	Tyco International	10,821	$444K	0.2%	$41.03	$33.46	—	Common	H89128104
—	Aetna Inc	6,449	$442K	0.2%	$68.54	$63.60	—	Common	00817Y108
PAYX	Paychex Inc	9,654	$440K	0.2%	$45.58 *	$25.02	+17.6%	Common	704326107
ADBE	Adobe Systems Inc	7,331	$439K	0.2%	$59.88 *	$44.30	+24.7%	Common	00724F101
—	Rowan Companys Inc	12,205	$432K	0.2%	$35.40	$34.08	—	Common	G7665A101
OMC	Omnicom Group	5,783	$430K	0.2%	$74.36 *	$40.69	+13.5%	Common	681919106
GIS	General Mills Inc	8,384	$418K	0.2%	$49.86 *	$31.98	+2.8%	Common	370334104
CME	CME Group Inc	5,240	$411K	0.2%	$78.44 *	$39.16	+21.1%	Common	12572Q105
WY	Weyerhaeuser Co	12,833	$405K	0.2%	$31.56 *	$18.73	+0.5%	Common	962166104
MAR	Marriott International	8,098	$400K	0.2%	$49.39 *	$36.65	+10.0%	Common	571903202
—	Ensco PLC	7,002	$400K	0.2%	$57.13	$57.86	—	Common	G3157S106
SYK	Stryker Corp	5,228	$393K	0.2%	$75.17 *	$56.92	+10.8%	Common	863667101
BSX	Boston Scientific Corp	32,126	$386K	0.2%	$12.02	$11.81	0.0%	Common	101137107
—	Coach Inc	6,796	$381K	0.2%	$56.06	$57.09	—	Common	189754104
BK	Bank of New York Mellon Corp	10,794	$377K	0.2%	$34.93 *	$22.12	+9.9%	Common	064058100
SYY	Sysco Corp	10,383	$375K	0.2%	$36.12 *	$24.40	-0.1%	Common	871829107
HUM	Humana Inc	3,560	$367K	0.1%	$103.09 *	$71.14	+24.9%	Common	444859102
XYL	Xylem, Inc	10,598	$367K	0.1%	$34.63 *	$22.72	+21.4%	Common	98419M100
ADSK	Autodesk Inc	7,286	$367K	0.1%	$50.37 *	$37.26	+17.6%	Common	052769106
MPC	Marathon Petroleum Corp	3,978	$365K	0.1%	$91.75 *	$24.39	+10.0%	Common	56585A102
—	Mylan Laboratories	8,313	$361K	0.1%	$43.43	$31.04	—	Common	628530107
WHR	Whirlpool Corp	2,283	$358K	0.1%	$156.81 *	$121.27	+20.9%	Common	963320106
WDC	Western Digital Corp	4,218	$354K	0.1%	$83.93 *	$35.69	+28.6%	Common	958102105
HSY	Hershey Foods Corp	3,634	$353K	0.1%	$97.14 *	$65.69	+9.9%	Common	427866108
—	Life Technologies	4,642	$352K	0.1%	$75.83	$74.11	—	Common	53217V109
—	CenturyLink Inc	10,818	$345K	0.1%	$31.89	$35.31	—	Common	156700106
ROST	Ross Stores Inc	4,571	$343K	0.1%	$75.04 *	$28.26	+17.9%	Common	778296103
—	Sandisk Corp	4,838	$341K	0.1%	$70.48	$70.48	—	Common	80004C101
—	Delphi Automotive PLC	5,636	$339K	0.1%	$60.15	$50.75	—	Common	G27823106
CCL	Carnival Corporation	8,393	$337K	0.1%	$40.15 *	$27.66	+5.8%	Common	143658300
SHW	Sherwin-Williams Co	1,830	$336K	0.1%	$183.61 *	$53.48	+2.1%	Common	824348106
DOV	Dover Corp	3,483	$336K	0.1%	$96.47 *	$46.22	+6.6%	Common	260003108
A	Agilent Technologies Inc	5,785	$331K	0.1%	$57.22 *	$27.97	+22.9%	Common	00846U101
VRSN	Verisign Incorporated	5,480	$328K	0.1%	$59.85 *	$45.93	+18.8%	Common	92343E102
M	Macy's Inc	6,103	$326K	0.1%	$53.42 *	$46.44	+4.4%	Common	55616P104
—	Kansas City Southern	2,586	$320K	0.1%	$123.74	$105.96	—	Common	485170302
FISV	Fiserv Inc	5,400	$319K	0.1%	$59.07 *	$24.45	+10.3%	Common	337738108
ICE	Intercontinental Exchange	1,386	$312K	0.1%	$225.11 *	$35.28	0.0%	Common	45866F104
KR	Kroger Co	7,732	$306K	0.1%	$39.58 *	$13.44	+22.4%	Common	501044101
—	Broadcom Corp	10,225	$303K	0.1%	$29.63	$33.79	—	Common	111320107
VRTX	Vertex Pharmaceuticals Inc	4,082	$303K	0.1%	$74.23 *	$69.64	0.0%	Common	92532F100
HOG	Harley-Davidson Inc	4,305	$298K	0.1%	$69.22 *	$54.04	+22.6%	Common	412822108
FITB	Fifth Third Bancorp	13,966	$294K	0.1%	$21.05 *	$11.53	+13.4%	Common	316773100
MRSH	Marsh and Mclennan Companies	5,930	$287K	0.1%	$48.40 *	$31.19	+19.9%	Common	571748102
—	Whole Foods Market Inc	4,929	$285K	0.1%	$57.82	$51.54	—	Common	966837106
IP	International Paper Co	5,781	$283K	0.1%	$48.95 *	$25.91	+0.4%	Common	460146103
GWW	Grainger W W Inc	1,104	$282K	0.1%	$255.43 *	$213.42	0.0%	Common	384802104
—	Pentair Ltd	3,600	$280K	0.1%	$77.78	$65.00	—	Common	H6169Q108
CMG	Chipotle Mexican Grill Inc	523	$279K	0.1%	$533.46 *	$8.09	+25.8%	Common	169656105
NEM	Newmont Mining Corrporation	12,040	$277K	0.1%	$23.01 *	$19.74	0.0%	Common	651639106
EIX	Edison International	5,917	$274K	0.1%	$46.31 *	$30.71	-2.9%	Common	281020107
—	Forest Laboratories	4,555	$273K	0.1%	$59.93	$41.06	—	Common	345838106
DVA	Davita Inc	4,292	$272K	0.1%	$63.37 *	$59.87	-2.0%	Common	23918K108
MCK	McKesson Corp	1,664	$269K	0.1%	$161.66 *	$101.46	+38.5%	Common	58155Q103
ZBH	Zimmer Holdings Inc	2,886	$269K	0.1%	$93.21 *	$67.30	+16.3%	Common	98956P102
AMAT	Applied Materials	15,187	$269K	0.1%	$17.71 *	$12.22	+21.6%	Common	038222105
NTAP	NetApp Inc	6,524	$268K	0.1%	$41.08 *	$26.74	+12.8%	Common	64110D104
RHI	Robert Half International Inc	6,317	$265K	0.1%	$41.95 *	$34.44	+14.3%	Common	770323103
ORLY	O'Reilly Automotive Inc	1,963	$253K	0.1%	$128.88 *	$7.19	+17.2%	Common	67103H107
—	CA Inc	7,512	$253K	0.1%	$33.68	$28.62	—	Common	12673P105
—	Suntrust Banks	6,766	$249K	0.1%	$36.80	$31.63	—	Common	867914103
—	Sigma Aldrich Corp	2,605	$245K	0.1%	$94.05	$80.23	—	Common	826552101
XEL	Xcel Energy Inc.	8,784	$245K	0.1%	$27.89 *	$19.78	-3.6%	Common	98389B100
SRE	Sempra Energy	2,723	$244K	0.1%	$89.61 *	$27.60	+10.6%	Common	816851109
—	Symantec Corp	10,288	$243K	0.1%	$23.62	$22.45	—	Common	871503108
AKAM	Akamai Technologies, Inc.	5,069	$239K	0.1%	$47.15	$41.83	+12.8%	Common	00971T101
—	SCANA Corporation	4,988	$234K	0.1%	$46.91	$49.12	—	Common	80589M102
HRL	Hormel Foods Corp	5,131	$232K	0.1%	$45.22 *	$15.84	+4.6%	Common	440452100
ADM	Archer Daniels Midland Co	5,240	$227K	0.1%	$43.32 *	$28.61	0.0%	Common	039483102
—	Noble Corp	5,821	$218K	0.1%	$37.45	$37.45	—	Common	G65431101
CAG	ConAgra Foods Inc	6,460	$218K	0.1%	$33.75 *	$16.58	0.0%	Common	205887102
—	Citrix Systems Inc	3,452	$218K	0.1%	$63.15	$60.25	—	Common	177376100
PCAR	Paccar Inc	3,666	$217K	0.1%	$59.19 *	$24.01	0.0%	Common	693718108
DTE	DTE Energy Company	3,270	$217K	0.1%	$66.36 *	$38.29	-0.7%	Common	233331107
—	Bed Bath and Beyond Inc	2,655	$213K	0.1%	$80.23	$77.21	—	Common	075896100
CNP	CenterPoint Energy Inc	9,131	$212K	0.1%	$23.22 *	$15.27	+2.8%	Common	15189T107
NWL	Newell Rubbermaid, Inc	6,507	$211K	0.1%	$32.43 *	$19.01	0.0%	Common	651229106
BALL	Ball Corp	4,084	$211K	0.1%	$51.67 *	$21.59	0.0%	Common	058498106
GM	General Motors Corp	5,140	$210K	0.1%	$40.86 *	$28.17	0.0%	Common	37045V100
DLTR	Dollar Tree Inc	3,712	$209K	0.1%	$56.30 *	$53.99	+6.7%	Common	256746108
FIS	Fidelity Nat'l Information Svs	3,862	$207K	0.1%	$53.60 *	$40.05	0.0%	Common	31620M106
SWK	Stanley Black and Decker Inc	2,540	$205K	0.1%	$80.71 *	$62.68	-3.9%	Common	854502101
—	ADT Corporation	5,046	$204K	0.1%	$40.43	$40.43	—	Common	00101J106
MSI	Motorola Solutions Inc	2,965	$200K	0.1%	$67.45 *	$47.42	+9.9%	Common	620076307
—	Denbury Resources Inc	11,999	$197K	0.1%	$16.42	$16.42	—	Common	247916208
—	Avon Products	11,182	$193K	0.1%	$17.26	$17.26	—	Common	054303102
—	Xerox Corp	15,601	$190K	0.1%	$12.18	$9.10	—	Common	984121103
WU	Western Union	10,989	$190K	0.1%	$17.29	$17.11	—	Common	959802109
NVDA	Nvidia Corp	11,768	$189K	0.1%	$16.06 *	$0.32	+13.3%	Common	67066G104
AES	AES Corp	11,874	$172K	0.1%	$14.49 *	$8.29	+12.7%	Common	00130H105
—	Nabors Industries Ltd	10,006	$170K	0.1%	$16.99	$16.09	—	Common	G6359F103
—	Frontier Communications Corp	32,028	$149K	0.1%	$4.65	$4.06	—	Common	35906A108
—	Windstream Holdings	14,690	$117K	0.0%	$7.96	$7.96	—	Common	97382A101