Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	108,395	$11.96M	4.1%	$17.96	+34.1%	Common	037833100
MSFT	Microsoft Corp	157,034	$7.294M	2.5%	$28.09	+42.0%	Common	594918104
JNJ	Johnson and Johnson	56,179	$5.875M	2.0%	$59.66	+29.6%	Common	478160104
BRK/B	Berkshire Hathaway	29,897	$4.489M	1.5%	$110.02	+31.2%	Common	084670702
WFC	Wells Fargo and Company	80,053	$4.389M	1.5%	$28.94	+34.0%	Common	949746101
PG	Procter and Gamble Co	46,444	$4.231M	1.4%	$55.00	+17.5%	Common	742718109
JPM	JPMorgan Chase and Co	57,942	$3.626M	1.2%	$36.66	+21.9%	Common	46625H100
KO	Coca Cola Company	83,270	$3.516M	1.2%	$27.81	+8.1%	Common	191216100
INTC	Intel Corp	93,021	$3.376M	1.2%	$17.56	+51.6%	Common	458140100
VZ	Verizon Communications Inc	70,310	$3.289M	1.1%	$26.99	+2.5%	Common	92343V104
PEP	Pepsico Inc	33,412	$3.159M	1.1%	$56.06	+22.4%	Common	713448108
DIS	Walt Disney Co	33,436	$3.149M	1.1%	$56.11	+44.9%	Common	254687106
HD	Home Depot Inc	29,553	$3.102M	1.1%	$58.16	+28.6%	Common	437076102
MRK	Merck and Co Inc	53,805	$3.056M	1.0%	$30.31	+29.8%	Common	58933Y105
MMM	3M Co	18,382	$3.021M	1.0%	$61.63	+45.5%	Common	88579Y101
META	Facebook Inc	38,630	$3.014M	1.0%	$55.49	+36.8%	Common	30303M102
CMCSA	Comcast Corp	50,272	$2.916M	1.0%	$15.62	+36.1%	Common	20030N101
T	ATandT Inc	86,318	$2.899M	1.0%	$11.38	+3.8%	Common	00206R102
—	Google Inc.	5,269	$2.796M	1.0%	$864.35	—	Common	38259P508
ORCL	Oracle Corp	61,268	$2.755M	0.9%	$27.58	+25.1%	Common	68389X105
BAC	Bank of America Corp	153,220	$2.741M	0.9%	$10.39	+30.4%	Common	060505104
—	Google Inc.	5,169	$2.721M	0.9%	$571.29	—	Common	38259P706
GILD	Gilead Sciences Inc	27,932	$2.633M	0.9%	$36.21	+98.4%	Common	375558103
WMT	Wal Mart Stores	30,524	$2.621M	0.9%	$20.00	+9.1%	Common	931142103
AMGN	Amgen Inc	16,327	$2.601M	0.9%	$73.34	+54.5%	Common	031162100
ABBV	ABBVIE Inc	38,516	$2.52M	0.9%	$28.02	+43.6%	Common	00287Y109
CSCO	Cisco Systems Inc	90,139	$2.507M	0.9%	$15.45	+18.5%	Common	17275R102
V	Visa Inc. - class A	9,541	$2.502M	0.9%	$40.02	+39.1%	Common	92826C839
CVS	CVS/Caremark Corp	25,891	$2.494M	0.9%	$47.03	+37.0%	Common	126650100
IBM	IBM Corp	15,107	$2.424M	0.8%	$118.74	-15.4%	Common	459200101
QCOM	Qualcomm Inc	32,565	$2.421M	0.8%	$45.06	+18.4%	Common	747525103
COP	ConocoPhillips	33,767	$2.332M	0.8%	$40.49	+20.7%	Common	20825C104
C	Citigroup Inc	43,026	$2.328M	0.8%	$35.91	+10.1%	Common	172967424
MCD	McDonalds Corp	24,360	$2.283M	0.8%	$71.89	-1.9%	Common	580135101
UNH	UnitedHealth Group Inc	21,600	$2.184M	0.7%	$55.74	+42.2%	Common	91324P102
UNP	Union Pacific Corp	17,062	$2.033M	0.7%	$67.66	+32.2%	Common	907818108
AMZN	Amazon.com Inc	6,436	$1.997M	0.7%	$13.32	+17.0%	Common	023135106
BMY	Bristol-Myers Squibb Co	32,357	$1.91M	0.7%	$28.67	+35.7%	Common	110122108
—	Du Pont (E.I.) De Nemours	25,607	$1.893M	0.6%	$53.29	—	Common	263534109
SLB	Schlumberger Ltd	22,031	$1.882M	0.6%	$65.05	+3.5%	Common	806857108
—	Celgene Corp	16,758	$1.875M	0.6%	$107.21	—	Common	151020104
MA	Mastercard Inc - Class A	21,545	$1.856M	0.6%	$70.60	+8.1%	Common	57636Q104
AXP	American Express	19,864	$1.848M	0.6%	$59.62	+28.2%	Common	025816109
OXY	Occidental Petroleum Corp	22,430	$1.808M	0.6%	$61.40	-3.4%	Common	674599105
NEE	NextEra Energy Inc	16,875	$1.794M	0.6%	$16.07	+17.5%	Common	65339F101
—	Praxair Inc	13,735	$1.78M	0.6%	$116.67	—	Common	74005P104
MDLZ	Mondelez International Inc	46,295	$1.682M	0.6%	$23.20	+22.5%	Common	609207105
—	Medtronic, Inc	22,445	$1.621M	0.6%	$51.47	—	Common	585055106
—	Time Warner Inc	18,964	$1.62M	0.6%	$58.37	—	Common	887317303
KMI	Kinder Morgan	36,439	$1.542M	0.5%	$21.02	+6.8%	Common	49456B101
—	Spectra Energy Corp	42,022	$1.525M	0.5%	$34.46	—	Common	847560109
UPS	United Parcel Service	13,690	$1.522M	0.5%	$56.16	+26.3%	Common	911312106
BIIB	Biogen Idec Inc	4,371	$1.484M	0.5%	$213.68	+51.4%	Common	09062X103
—	Express Scripts Inc	16,284	$1.379M	0.5%	$67.42	—	Common	30219G108
USB	U.S. Bancorp	30,583	$1.375M	0.5%	$22.84	+27.5%	Common	902973304
DUK	Duke Energy Corp	15,864	$1.325M	0.5%	$42.83	+19.0%	Common	26441C204
—	EMC Corp / Mass	43,902	$1.306M	0.4%	$25.29	—	Common	268648102
CL	Colgate-Palmolive Co	18,531	$1.282M	0.4%	$45.43	+14.9%	Common	194162103
GS	Goldman Sachs Group Inc	6,557	$1.271M	0.4%	$120.06	+25.7%	Common	38141G104
LLY	Eli Lilly and Co	18,258	$1.26M	0.4%	$42.80	+29.0%	Common	532457108
EOG	EOG Resources, Inc	13,462	$1.239M	0.4%	$61.60	+10.5%	Common	26875P101
LOW	Lowe's Companies	17,846	$1.228M	0.4%	$32.16	+52.5%	Common	548661107
AIG	American International Group	21,857	$1.224M	0.4%	$33.63	+22.3%	Common	026874784
SO	Southern Co	24,911	$1.223M	0.4%	$26.52	+11.2%	Common	842587107
SPG	Simon Property Group Inc	6,633	$1.208M	0.4%	$88.80	+15.8%	Common	828806109
NKE	Nike Inc	12,530	$1.205M	0.4%	$26.53	+53.6%	Common	654106103
COST	Costco Wholesale Corp	8,336	$1.182M	0.4%	$89.61	+22.1%	Common	22160K105
SBUX	Starbucks Corp	14,379	$1.18M	0.4%	$24.37	+28.3%	Common	855244109
—	Kraft Foods Inc	18,788	$1.177M	0.4%	$56.74	—	Common	50076Q106
—	Priceline.com Inc	1,030	$1.174M	0.4%	$826.21	—	Common	741503403
—	Allergan Inc	5,512	$1.172M	0.4%	$103.25	—	Common	018490102
—	Hewlett Packard Co	28,901	$1.16M	0.4%	$24.81	—	Common	428236103
APD	Air Products and Chemicals Inc	8,036	$1.159M	0.4%	$61.55	+56.4%	Common	009158106
—	Actavis PLC	4,496	$1.157M	0.4%	$189.87	—	Common	G0083B108
TMO	Thermo Electron Corporation	9,032	$1.132M	0.4%	$85.43	+37.5%	Common	883556102
PSX	Phillips 66	15,644	$1.122M	0.4%	$41.02	+19.8%	Common	718546104
ITW	Illinois Tool Works Inc	11,778	$1.115M	0.4%	$49.85	+40.6%	Common	452308109
MET	MetLife Inc	20,563	$1.112M	0.4%	$25.32	+29.4%	Common	59156R108
ACN	Accenture PLC	12,232	$1.092M	0.4%	$63.81	+8.5%	Common	G1151C101
F	Ford Motor Co	70,233	$1.089M	0.4%	$7.86	+3.9%	Common	345370860
EBAY	Ebay Inc	19,255	$1.081M	0.4%	$20.18	+0.1%	Common	278642103
—	Blackrock, Inc	3,020	$1.08M	0.4%	$256.74	—	Common	09247X101
—	Walgreen Co	14,098	$1.074M	0.4%	$47.63	—	Common	931422109
GM	General Motors Corp	30,620	$1.069M	0.4%	$26.38	-7.1%	Common	37045V100
FDX	FEDEX Corp	6,150	$1.068M	0.4%	$81.95	+75.6%	Common	31428X106
AMT	American Tower Corp	10,594	$1.047M	0.4%	$59.51	+26.3%	Common	03027X100
TGT	Target Corp	13,697	$1.04M	0.4%	$47.54	+2.2%	Common	87612E106
MUR	Murphy Oil Corp	19,946	$1.008M	0.3%	$35.38	-4.7%	Common	626717102
TXN	Texas Instruments Inc	18,499	$989K	0.3%	$25.31	+47.6%	Common	882508104
—	DirecTV	11,407	$989K	0.3%	$61.63	—	Common	25490A309
ECL	Ecolab Inc	9,278	$970K	0.3%	$73.48	+31.6%	Common	278865100
KMB	Kimberly-Clark Corp	8,229	$951K	0.3%	$63.06	+20.7%	Common	494368103
PRU	Prudential Financial Inc	10,440	$944K	0.3%	$45.30	+17.3%	Common	744320102
CCI	Crown Castle Intl Corp	11,808	$929K	0.3%	$50.35	0.0%	Common	22822V101
—	Marathon Oil	32,776	$927K	0.3%	$34.80	—	Common	565849106
ADP	Automatic Data Processing	11,012	$918K	0.3%	$45.09	+40.9%	Common	053015103
—	Covidien Plc	8,857	$906K	0.3%	$62.89	—	Common	G2554F113
COF	Capital One Financial Corp	10,900	$900K	0.3%	$49.69	+33.9%	Common	14040H105
—	Yahoo	17,787	$898K	0.3%	$37.52	—	Common	984332106
MS	Morgan Stanley Dean Witter	22,811	$885K	0.3%	$17.33	+52.1%	Common	617446448
AFL	AFLAC Inc	14,464	$884K	0.3%	$23.95	-5.2%	Common	001055102
TJX	TJX Companies Inc	12,650	$868K	0.3%	$20.82	+31.3%	Common	872540109
—	Chubb Corp	8,369	$866K	0.3%	$84.60	—	Common	171232101
PPG	PPG Industries Inc	3,740	$865K	0.3%	$61.25	+39.1%	Common	693506107
TRV	Travelers Cos Inc/The	8,175	$865K	0.3%	$63.44	+24.5%	Common	89417E109
ROP	Roper Industries Inc	5,523	$864K	0.3%	$121.00	+18.5%	Common	776696106
—	Aon	9,088	$862K	0.3%	$70.32	—	Common	G0408V102
—	Hess	11,640	$859K	0.3%	$73.37	—	Common	42809H107
NSC	Norfolk Southern Corp	7,735	$848K	0.3%	$57.67	+48.8%	Common	655844108
EMR	Emerson Electric Co	13,613	$840K	0.3%	$40.02	+16.0%	Common	291011104
—	Alexion Pharmaceuticals Inc	4,425	$819K	0.3%	$92.20	—	Common	015351109
BAX	Baxter International Inc	11,161	$818K	0.3%	$30.24	+6.8%	Common	071813109
—	Time Warner Cable Inc	5,375	$817K	0.3%	$112.53	—	Common	88732J207
AMP	Ameriprise Financial Inc	6,167	$816K	0.3%	$80.05	+25.0%	Common	03076C106
ADI	Analog Devices	14,680	$815K	0.3%	$35.95	+12.9%	Common	032654105
OMC	Omnicom Group	10,435	$808K	0.3%	$44.73	+12.4%	Common	681919106
DE	Deere and Co	9,107	$806K	0.3%	$68.55	+3.0%	Common	244199105
MU	Micron Technology Inc	21,952	$769K	0.3%	$18.97	+70.3%	Common	595112103
—	McGraw-Hill Companies, Inc	8,616	$767K	0.3%	$53.16	—	Common	580645109
WMB	Williams Companies Inc	16,882	$759K	0.3%	$18.20	+49.3%	Common	969457100
ROK	Rockwell Automation Inc	6,651	$740K	0.3%	$70.66	+24.6%	Common	773903109
VFC	V F Corp	9,543	$715K	0.2%	$51.36	+28.8%	Common	918204108
ADBE	Adobe Systems Inc	9,796	$712K	0.2%	$50.79	+38.0%	Common	00724F101
ELV	Anthem Inc	5,655	$711K	0.2%	$105.54	0.0%	Common	036752103
DAL	Delta Air Lines	14,412	$709K	0.2%	$23.32	+57.9%	Common	247361702
—	AGL Resources Inc.	12,965	$707K	0.2%	$42.88	—	Common	001204106
PNC	PNC Financial Services Group	7,721	$704K	0.2%	$47.34	+29.6%	Common	693475105
LUV	Southwest Airlines Co	16,576	$701K	0.2%	$32.93	0.0%	Common	844741108
SCHW	Schwab (Charles) Corp	22,999	$694K	0.2%	$17.79	+39.6%	Common	808513105
—	Health Care REIT Inc	9,176	$694K	0.2%	$75.63	—	Common	42217K106
TROW	T Rowe Price Group Inc	8,045	$691K	0.2%	$47.69	+12.6%	Common	74144T108
—	Noble Energy Incorporated	14,482	$687K	0.2%	$58.54	—	Common	655044105
EQR	Equity Residential	9,459	$680K	0.2%	$36.70	+8.7%	Common	29476L107
SYK	Stryker Corp	7,068	$667K	0.2%	$62.37	+24.8%	Common	863667101
STT	State Street Corp	8,460	$664K	0.2%	$46.67	+18.1%	Common	857477103
—	Avago Technologies Ltd	6,441	$648K	0.2%	$100.61	—	Common	Y0486S104
CRM	Salesforce.com Inc	10,903	$647K	0.2%	$40.78	+42.9%	Common	79466L302
—	Anadarko Petroleum Corp	7,836	$646K	0.2%	$91.86	—	Common	032511107
INTU	Intuit Inc	6,883	$635K	0.2%	$54.39	+49.5%	Common	461202103
ED	Consolidated Edison Inc	9,561	$631K	0.2%	$37.19	+12.5%	Common	209115104
CTSH	Cognizant Technology Solutions	11,980	$631K	0.2%	$36.88	+20.1%	Common	192446102
—	Apache Corp	9,988	$626K	0.2%	$83.80	—	Common	037411105
—	National Oilwell Varco	9,526	$624K	0.2%	$71.54	—	Common	637071101
—	Viacom Inc New	8,271	$622K	0.2%	$68.01	—	Common	92553P201
—	Delphi Automotive PLC	8,505	$618K	0.2%	$58.14	—	Common	G27823106
—	Ingersoll Rand PLC Com Stk	9,723	$616K	0.2%	$55.54	—	Common	G47791101
ETN	Eaton Corp	9,050	$615K	0.2%	$52.31	-3.2%	Common	G29183103
KR	Kroger Co	9,582	$615K	0.2%	$15.16	+54.1%	Common	501044101
ALL	Allstate Corp	8,739	$614K	0.2%	$37.12	+39.3%	Common	020002101
VTR	Ventas Inc.	8,540	$612K	0.2%	$48.29	0.0%	Common	92276F100
—	Discover Financial Serv. Comp.	9,272	$607K	0.2%	$47.67	—	Common	254709108
REGN	Regeneron Pharmaceuticals	1,440	$591K	0.2%	$391.09	0.0%	Common	75886F107
PSA	Public Storage Inc.	3,142	$581K	0.2%	$97.16	+20.7%	Common	74460D109
AMAT	Applied Materials	23,168	$577K	0.2%	$14.78	+33.0%	Common	038222105
—	Kellogg Co	8,805	$576K	0.2%	$38.95	+4.4%	Common	487836108
—	Mead Johnson Nutrition	5,698	$573K	0.2%	$88.35	—	Common	582839106
AVB	Avalonbay Communities Inc	3,510	$573K	0.2%	$108.21	0.0%	Common	053484101
WY	Weyerhaeuser Co	15,946	$572K	0.2%	$20.57	+8.4%	Common	962166104
BK	Bank of New York Mellon Corp	14,064	$571K	0.2%	$22.73	+30.9%	Common	064058100
NTRS	Northern Trust	8,415	$567K	0.2%	$40.35	+22.9%	Common	665859104
FISV	Fiserv Inc	7,858	$558K	0.2%	$27.51	+24.4%	Common	337738108
CSX	CSX Corp	15,338	$556K	0.2%	$6.66	+47.6%	Common	126408103
HSY	Hershey Foods Corp	5,314	$552K	0.2%	$68.44	+9.1%	Common	427866108
—	Johnson Controls Inc	11,351	$549K	0.2%	$39.26	—	Common	478366107
APH	Amphenol Corp	10,146	$546K	0.2%	$10.01	+15.0%	Common	032095101
CMG	Chipotle Mexican Grill Inc	790	$541K	0.2%	$9.08	+44.1%	Common	169656105
PPL	PPL Corp	14,801	$538K	0.2%	$16.36	+21.3%	Common	69351T106
—	Cerner Corp	8,234	$532K	0.2%	$96.07	—	Common	156782104
—	Broadcom Corp	12,158	$527K	0.2%	$35.31	—	Common	111320107
EQT	EQT Corporation	6,808	$515K	0.2%	$38.93	+11.5%	Common	26884L109
—	CBS Corporation	9,245	$512K	0.2%	$48.89	—	Common	124857202
—	Ace Limited	4,420	$508K	0.2%	$89.59	—	Common	H0023R105
—	BBandT Corp	13,054	$508K	0.2%	$33.83	—	Common	054937107
ZBH	Zimmer Holdings Inc	4,404	$500K	0.2%	$77.27	+24.5%	Common	98956P102
YUM	YUM! Brands Inc	6,767	$493K	0.2%	$38.97	+8.4%	Common	988498101
WHR	Whirlpool Corp	2,539	$492K	0.2%	$126.36	+35.9%	Common	963320106
MPC	Marathon Petroleum Corp	5,448	$492K	0.2%	$26.27	+19.3%	Common	56585A102
VRTX	Vertex Pharmaceuticals Inc	4,082	$485K	0.2%	$69.64	+61.7%	Common	92532F100
PH	Parker Hannifin Corp	3,757	$484K	0.2%	$75.97	+34.3%	Common	701094104
SHW	Sherwin-Williams Co	1,830	$481K	0.2%	$53.48	+32.7%	Common	824348106
—	Tyco International	10,821	$475K	0.2%	$43.90	—	Common	G91442106
—	Sandisk Corp	4,838	$474K	0.2%	$70.48	—	Common	80004C101
—	Mylan Laboratories	8,313	$469K	0.2%	$31.04	—	Common	628530107
WDC	Western Digital Corp	4,218	$467K	0.2%	$35.69	+76.4%	Common	958102105
CME	CME Group Inc	5,240	$465K	0.2%	$39.16	+38.6%	Common	12572Q105
—	Starwood Hotels and Resorts	5,676	$460K	0.2%	$63.21	—	Common	85590A401
NUE	Nucor Corp	9,290	$456K	0.2%	$32.41	+22.6%	Common	670346105
ICE	Intercontinental Exchange	2,047	$449K	0.2%	$35.59	+4.5%	Common	45866F104
GIS	General Mills Inc	8,384	$447K	0.2%	$31.98	+10.2%	Common	370334104
PAYX	Paychex Inc	9,654	$446K	0.2%	$25.02	+31.7%	Common	704326107
BEN	Franklin Resources Inc	7,976	$442K	0.2%	$29.22	+13.7%	Common	354613101
DLTR	Dollar Tree Inc	6,249	$440K	0.2%	$63.04	0.0%	Common	256746108
ABT	Abbott Laboratories	9,750	$439K	0.2%	$35.31	0.0%	Common	002824100
ROST	Ross Stores Inc	4,571	$431K	0.1%	$28.26	+33.9%	Common	778296103
—	Cameron International Corp	8,535	$426K	0.1%	$61.16	—	Common	13342B105
MAR	Marriott International	5,438	$424K	0.1%	$36.65	+80.6%	Common	571903202
EMN	Eastman Chemical Co	5,570	$423K	0.1%	$55.62	0.0%	Common	277432100
—	Seagate Technology	6,305	$419K	0.1%	$66.46	—	Common	G7945M107
L	Loews Corp	9,894	$416K	0.1%	$39.69	0.0%	Common	540424108
NFLX	Netflix Inc	1,218	$416K	0.1%	$4.91	+9.4%	Common	64110L106
SYY	Sysco Corp	10,383	$412K	0.1%	$24.40	+18.3%	Common	871829107
ADM	Archer Daniels Midland Co	7,850	$408K	0.1%	$28.85	+24.8%	Common	039483102
XYL	Xylem, Inc	10,598	$403K	0.1%	$22.72	+40.0%	Common	98419M100
GWW	Grainger W W Inc	1,571	$400K	0.1%	$211.18	-2.5%	Common	384802104
—	Whole Foods Market Inc	7,829	$395K	0.1%	$50.45	—	Common	966837106
HUM	Humana Inc	2,730	$392K	0.1%	$71.14	+75.8%	Common	444859102
HST	Host Marriott Corp	16,449	$391K	0.1%	$14.47	0.0%	Common	44107P104
—	Aetna Inc	4,309	$383K	0.1%	$63.60	—	Common	00817Y108
CCL	Carnival Corporation	8,393	$380K	0.1%	$27.66	+25.8%	Common	143658300
ORLY	O'Reilly Automotive Inc	1,963	$378K	0.1%	$7.19	+62.9%	Common	67103H107
GLW	Corning Inc	16,306	$374K	0.1%	$10.49	+44.9%	Common	219350105
LYB	LynondellBasell Industries	4,670	$371K	0.1%	$36.01	+32.7%	Common	N53745100
RHI	Robert Half International Inc	6,317	$369K	0.1%	$34.44	+57.6%	Common	770323103
AEP	American Electric Power	6,000	$364K	0.1%	$36.29	+6.3%	Common	025537101
—	Sigma Aldrich Corp	2,605	$358K	0.1%	$80.23	—	Common	826552101
—	General Growth Properties Inc.	12,536	$353K	0.1%	$28.16	—	Common	370023103
GAP	Gap Inc	8,185	$345K	0.1%	$26.66	0.0%	Common	364760108
MCK	McKesson Corp	1,664	$345K	0.1%	$101.46	+84.2%	Common	58155Q103
MRSH	Marsh and McLennan Companies	5,930	$339K	0.1%	$31.19	+45.0%	Common	571748102
—	Keurig Green Mountain Inc	2,536	$336K	0.1%	$132.49	—	Common	49271M100
—	Baker Hughes Inc	6,000	$336K	0.1%	$64.22	—	Common	057224107
EW	Edwards Lifesciences Corp	2,620	$334K	0.1%	$13.56	+48.2%	Common	28176E108
FFIV	F5 Networks Inc	2,555	$333K	0.1%	$124.66	0.0%	Common	315616102
GPC	Genuine Parts Co	3,080	$328K	0.1%	$71.18	0.0%	Common	372460105
DVA	Davita Inc	4,292	$325K	0.1%	$59.87	+25.8%	Common	23918K108
AKAM	Akamai Technologies, Inc.	5,069	$319K	0.1%	$41.83	+44.1%	Common	00971T101
XEL	Xcel Energy Inc.	8,784	$316K	0.1%	$19.78	+19.1%	Common	98389B100
—	Kansas City Southern	2,586	$316K	0.1%	$105.96	—	Common	485170302
—	Level 3 Communications, Inc.	6,374	$315K	0.1%	$49.42	—	Common	52729N308
VRSN	Verisign Incorporated	5,480	$312K	0.1%	$45.93	+24.7%	Common	92343E102
IP	International Paper Co	5,781	$310K	0.1%	$25.91	+18.4%	Common	460146103
—	CenturyLink Inc	7,688	$304K	0.1%	$35.31	—	Common	156700106
SRE	Sempra Energy	2,723	$303K	0.1%	$27.60	+39.4%	Common	816851109
—	SCANA Corporation	4,988	$301K	0.1%	$49.12	—	Common	80589M102
PRGO	Perrigo Company	1,776	$297K	0.1%	$157.83	-0.9%	Common	G97822103
HOG	Harley-Davidson Inc	4,305	$284K	0.1%	$54.04	+19.5%	Common	412822108
MTB	MandT Bank Corp	2,256	$283K	0.1%	$90.02	0.0%	Common	55261F104
—	Suntrust Banks	6,766	$283K	0.1%	$31.63	—	Common	867914103
DTE	DTE Energy Company	3,270	$282K	0.1%	$38.29	+24.8%	Common	233331107
ADSK	Autodesk Inc	4,626	$278K	0.1%	$37.26	+55.3%	Common	052769106
BALL	Ball Corp	4,084	$278K	0.1%	$21.59	+36.3%	Common	058498106
ISRG	Intuitive Surgical Inc	511	$270K	0.1%	$47.10	+18.2%	Common	46120E602
NTAP	NetApp Inc	6,524	$270K	0.1%	$26.74	+17.3%	Common	64110D104
—	Symantec Corp	10,288	$264K	0.1%	$22.45	—	Common	871503108
—	Monster Beverage Corporation	2,421	$262K	0.1%	$88.39	—	Common	611740101
M	Macy's Inc	3,933	$259K	0.1%	$46.44	+30.3%	Common	55616P104
BSX	Boston Scientific Corp	19,106	$253K	0.1%	$11.81	+8.2%	Common	101137107
—	QEP Resources Inc	12,478	$252K	0.1%	$27.36	—	Common	74733V100
DOV	Dover Corp	3,483	$250K	0.1%	$46.22	+10.0%	Common	260003108
CPB	Campbell Soup Co	5,670	$249K	0.1%	$30.86	+0.4%	Common	134429109
PCAR	Paccar Inc	3,666	$249K	0.1%	$24.01	+17.5%	Common	693718108
SEE	GCB Sealed Air Corp	5,793	$246K	0.1%	$24.99	+25.2%	Common	81211K100
CAH	Cardinal Health Inc	3,030	$245K	0.1%	$58.13	0.0%	Common	14149Y108
—	Ensco PLC	8,150	$244K	0.1%	$56.67	—	Common	G3157S106
SWK	Stanley Black and Decker Inc	2,540	$244K	0.1%	$62.68	+10.8%	Common	854502101
EL	Lauder Estee Companies Inc	3,190	$243K	0.1%	$64.09	0.0%	Common	518439104
BWA	Borg-Warner Automotive	4,390	$241K	0.1%	$41.30	0.0%	Common	099724106
FIS	Fidelity Nat'l Information Svs	3,862	$240K	0.1%	$40.05	+21.2%	Common	31620M106
PNR	Pentair Inc	3,600	$239K	0.1%	$41.76	-13.0%	Common	G7S00T104
A	Agilent Technologies Inc	5,785	$237K	0.1%	$27.97	+31.7%	Common	00846U101
—	Denbury Resources Inc	28,879	$235K	0.1%	$11.58	—	Common	247916208
—	Discovery Communications Inc	6,791	$234K	0.1%	$77.31	—	Common	25470F104
NVDA	Nvidia Corp	11,608	$233K	0.1%	$0.47	0.0%	Common	67066G104
FLS	Flowserve Corp	3,900	$233K	0.1%	$51.25	0.0%	Common	34354P105
—	Safeway Inc	6,607	$232K	0.1%	$35.11	—	Common	786514208
EIX	Edison International	3,537	$232K	0.1%	$30.71	+31.2%	Common	281020107
—	Wyndham Worldwide Corp	2,711	$232K	0.1%	$85.58	—	Common	98310W108
—	CA Inc	7,512	$229K	0.1%	$28.62	—	Common	12673P105
—	Discovery Communications Inc	6,791	$229K	0.1%	$43.00	—	Common	25470F302
—	Avon Products	24,222	$227K	0.1%	$13.01	—	Common	054303102
MOS	Mosaic Co	4,920	$225K	0.1%	$37.52	-5.5%	Common	61945C103
ALLE	Allegion PLC	4,028	$223K	0.1%	$46.00	0.0%	Common	G0176J109
—	Altera Corporation	5,948	$220K	0.1%	$36.31	—	Common	021441100
—	Citrix Systems Inc	3,452	$220K	0.1%	$62.57	—	Common	177376100
—	Diamond Offshore Drilling	5,913	$217K	0.1%	$68.84	—	Common	25271C102
—	Noble Corp	13,071	$217K	0.1%	$16.60	—	Common	G65431101
—	Windstream Holdings	26,200	$216K	0.1%	$8.12	—	Common	97382A101
—	Xerox Corp	15,601	$216K	0.1%	$9.10	—	Common	984121103
VMC	Vulcan Materials Co	3,272	$215K	0.1%	$58.15	-0.9%	Common	929160109
—	Joy Global Inc.	4,620	$215K	0.1%	$46.54	—	Common	481165108
CNP	CenterPoint Energy Inc	9,131	$214K	0.1%	$15.27	+6.3%	Common	15189T107
—	Red Hat Inc	3,075	$213K	0.1%	$69.27	—	Common	756577102
—	Staples Inc	11,780	$213K	0.1%	$11.66	—	Common	855030102
RIG	Transocean Ltd Switzerland	11,520	$211K	0.1%	$24.98	0.0%	Common	H8817H100
—	Southwestern Energy	7,744	$211K	0.1%	$36.49	—	Common	845467109
—	Owens Illinois Inc.	7,755	$209K	0.1%	$26.95	—	Common	690768403
NI	NiSource Inc	4,934	$209K	0.1%	$11.47	0.0%	Common	65473P105
OKE	Oneok Inc	4,175	$208K	0.1%	$19.74	+40.7%	Common	682680103
HIG	Hartford Financial Svcs Group	4,990	$208K	0.1%	$31.27	0.0%	Common	416515104
HRB	Block H and R Inc	6,094	$205K	0.1%	$19.51	+9.0%	Common	093671105
EXPE	Expedia, Inc.	2,388	$204K	0.1%	$78.79	+1.3%	Common	30212P303
RL	Ralph Lauren Corp	1,097	$203K	0.1%	$138.65	0.0%	Common	751212101
—	Bed Bath and Beyond Inc	2,656	$202K	0.1%	$76.05	—	Common	075896100
AIZ	Assurant Incorporated	2,924	$200K	0.1%	$53.38	0.0%	Common	04621X108
WU	Western Union	10,989	$197K	0.1%	$17.11	—	Common	959802109
—	Nabors Industries Ltd	15,176	$197K	0.1%	$12.98	—	Common	G6359F103
NEM	Newmont Mining Corrporation	10,380	$196K	0.1%	$19.78	-20.6%	Common	651639106
HBAN	Huntington Bancshares	18,154	$191K	0.1%	$6.44	0.0%	Common	446150104
—	Frontier Communications Corp	27,678	$185K	0.1%	$4.06	—	Common	35906A108
AES	AES Corp	11,874	$164K	0.1%	$8.29	+9.6%	Common	00130H105
RF	Regions Financial Corp	11,830	$125K	0.0%	$6.80	0.0%	Common	7591EP100