Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	Apple Inc	108,395	$13.92M	4.7%	$128.46 *	$17.96	+49.5%	Common	037833100
MSFT	Microsoft Corp	157,034	$6.886M	2.3%	$43.85 *	$28.09	+32.6%	Common	594918104
JNJ	Johnson and Johnson	56,179	$5.759M	1.9%	$102.51 *	$59.66	+25.9%	Common	478160104
BRK/B	Berkshire Hathaway	29,897	$4.407M	1.5%	$147.41	$110.02	+33.7%	Common	084670702
WFC	Wells Fargo and Company	80,053	$4.386M	1.5%	$54.79 *	$28.94	+37.7%	Common	949746101
PG	Procter and Gamble Co	47,794	$4.069M	1.4%	$85.14 *	$55.24	+15.1%	Common	742718109
KO	Coca Cola Company	83,270	$3.606M	1.2%	$43.30 *	$27.81	+6.5%	Common	191216100
JPM	JPMorgan Chase and Co	57,942	$3.551M	1.2%	$61.29 *	$36.66	+20.8%	Common	46625H100
DIS	Walt Disney Co	33,436	$3.48M	1.2%	$104.08 *	$56.11	+63.7%	Common	254687106
VZ	Verizon Communications Inc	70,310	$3.477M	1.2%	$49.45 *	$26.99	+2.3%	Common	92343V104
HD	Home Depot Inc	29,553	$3.391M	1.1%	$114.74 *	$58.16	+46.7%	Common	437076102
PEP	Pepsico Inc	33,412	$3.307M	1.1%	$98.98 *	$56.06	+24.3%	Common	713448108
MRK	Merck and Co Inc	56,325	$3.297M	1.1%	$58.54 *	$30.76	+31.0%	Common	58933Y105
MMM	3M Co	19,262	$3.249M	1.1%	$168.67 *	$63.24	+53.2%	Common	88579Y101
INTC	Intel Corp	93,021	$3.093M	1.0%	$33.25 *	$17.56	+48.1%	Common	458140100
META	Facebook Inc	38,630	$3.051M	1.0%	$78.98	$55.49	+40.2%	Common	30303M102
CMCSA	Comcast Corp	50,272	$2.985M	1.0%	$59.38 *	$15.62	+43.4%	Common	20030N101
T	ATandT Inc	86,318	$2.983M	1.0%	$34.56 *	$11.38	+3.6%	Common	00206R102
—	Google Inc.	5,269	$2.964M	1.0%	$562.54	$864.35	—	Common	38259P508
GILD	Gilead Sciences Inc	27,932	$2.892M	1.0%	$103.54 *	$36.21	+94.8%	Common	375558103
—	Google Inc.	5,169	$2.886M	1.0%	$558.33	$571.29	—	Common	38259P706
CVS	CVS/Caremark Corp	25,891	$2.689M	0.9%	$103.86 *	$47.03	+57.9%	Common	126650100
ORCL	Oracle Corp	61,268	$2.685M	0.9%	$43.82 *	$27.58	+33.6%	Common	68389X105
CSCO	Cisco Systems Inc	90,139	$2.66M	0.9%	$29.51 *	$15.45	+30.1%	Common	17275R102
V	Visa Inc. - class A	9,541	$2.589M	0.9%	$271.36 *	$40.02	+53.1%	Common	92826C839
AMGN	Amgen Inc	16,327	$2.575M	0.9%	$157.71 *	$73.34	+56.9%	Common	031162100
WMT	Wal Mart Stores	30,524	$2.562M	0.9%	$83.93 *	$20.00	+15.2%	Common	931142103
UNH	UnitedHealth Group Inc	21,600	$2.454M	0.8%	$113.61 *	$55.74	+67.2%	Common	91324P102
AMZN	Amazon.com Inc	6,436	$2.447M	0.8%	$380.21 *	$13.32	+32.0%	Common	023135106
IBM	IBM Corp	15,107	$2.446M	0.8%	$161.91 *	$118.74	-18.8%	Common	459200101
BAC	Bank of America Corp	153,220	$2.422M	0.8%	$15.81 *	$10.39	+22.8%	Common	060505104
MCD	McDonalds Corp	24,360	$2.409M	0.8%	$98.89 *	$71.89	+0.4%	Common	580135101
COP	ConocoPhillips	36,587	$2.385M	0.8%	$65.19 *	$40.88	+11.5%	Common	20825C104
QCOM	Qualcomm Inc	32,565	$2.361M	0.8%	$72.50 *	$45.06	+14.6%	Common	747525103
ABBV	ABBVIE Inc	38,516	$2.33M	0.8%	$60.49 *	$28.02	+38.6%	Common	00287Y109
C	Citigroup Inc	43,026	$2.255M	0.8%	$52.41 *	$35.91	+5.6%	Common	172967424
UNP	Union Pacific Corp	17,062	$2.052M	0.7%	$120.27 *	$67.66	+35.7%	Common	907818108
—	Celgene Corp	16,758	$2.037M	0.7%	$121.55	$107.21	—	Common	151020104
—	Du Pont (E.I.) De Nemours	25,607	$1.994M	0.7%	$77.87	$53.29	—	Common	263534109
BMY	Bristol-Myers Squibb Co	32,357	$1.971M	0.7%	$60.91 *	$28.67	+51.6%	Common	110122108
MA	Mastercard Inc - Class A	21,545	$1.942M	0.7%	$90.14 *	$70.60	+15.1%	Common	57636Q104
SLB	Schlumberger Ltd	22,031	$1.854M	0.6%	$84.15 *	$65.05	-5.7%	Common	806857108
BIIB	Biogen Idec Inc	4,371	$1.79M	0.6%	$409.52 *	$213.68	+84.4%	Common	09062X103
—	Praxair Inc	13,735	$1.757M	0.6%	$127.92	$116.67	—	Common	74005P104
OXY	Occidental Petroleum Corp	22,430	$1.747M	0.6%	$77.89 *	$61.40	-9.2%	Common	674599105
NEE	NextEra Energy Inc	16,875	$1.746M	0.6%	$103.47 *	$16.07	+23.6%	Common	65339F101
MDLZ	Mondelez International Inc	46,295	$1.71M	0.6%	$36.94 *	$23.20	+22.1%	Common	609207105
UPS	United Parcel Service	16,290	$1.657M	0.6%	$101.72 *	$58.27	+19.1%	Common	911312106
AXP	American Express	19,864	$1.621M	0.5%	$81.60 *	$59.62	+19.1%	Common	025816109
—	Time Warner Inc	18,964	$1.552M	0.5%	$81.84	$58.37	—	Common	887317303
KMI	Kinder Morgan	36,439	$1.494M	0.5%	$41.00 *	$21.02	+13.5%	Common	49456B101
—	Spectra Energy Corp	42,022	$1.491M	0.5%	$35.48	$34.46	—	Common	847560109
—	Allergan Inc	6,406	$1.491M	0.5%	$232.75	$121.32	—	Common	018490102
—	Express Scripts Inc	16,284	$1.381M	0.5%	$84.81	$67.42	—	Common	30219G108
USB	U.S. Bancorp	30,583	$1.364M	0.5%	$44.60 *	$22.84	+30.4%	Common	902973304
ITW	Illinois Tool Works Inc	13,718	$1.356M	0.5%	$98.85 *	$53.34	+39.7%	Common	452308109
SBUX	Starbucks Corp	14,379	$1.344M	0.5%	$93.47 *	$24.37	+48.2%	Common	855244109
LOW	Lowe's Companies	17,846	$1.322M	0.4%	$74.08 *	$32.16	+83.3%	Common	548661107
CL	Colgate-Palmolive Co	18,531	$1.312M	0.4%	$70.80 *	$45.43	+18.2%	Common	194162103
—	Actavis PLC	4,496	$1.31M	0.4%	$291.37	$189.87	—	Common	G0083B108
TMO	Thermo Electron Corporation	10,002	$1.3M	0.4%	$129.97 *	$89.24	+39.8%	Common	883556102
LLY	Eli Lilly and Co	18,258	$1.281M	0.4%	$70.16 *	$42.80	+37.0%	Common	532457108
—	Priceline.com Inc	1,030	$1.275M	0.4%	$1237.86	$826.21	—	Common	741503403
—	EMC Corp / Mass	43,902	$1.271M	0.4%	$28.95	$25.29	—	Common	268648102
SPG	Simon Property Group Inc	6,633	$1.263M	0.4%	$190.41 *	$88.80	+27.4%	Common	828806109
APD	Air Products and Chemicals Inc	8,036	$1.255M	0.4%	$156.17 *	$61.55	+71.9%	Common	009158106
DUK	Duke Energy Corp	15,864	$1.246M	0.4%	$78.54 *	$42.83	+20.9%	Common	26441C204
GS	Goldman Sachs Group Inc	6,557	$1.244M	0.4%	$189.72 *	$120.06	+24.8%	Common	38141G104
PSX	Phillips 66	15,644	$1.227M	0.4%	$78.43 *	$41.02	+20.1%	Common	718546104
COST	Costco Wholesale Corp	8,336	$1.225M	0.4%	$146.95 *	$89.61	+34.9%	Common	22160K105
NKE	Nike Inc	12,530	$1.217M	0.4%	$97.13 *	$26.53	+57.1%	Common	654106103
AIG	American International Group	21,857	$1.209M	0.4%	$55.31 *	$33.63	+22.5%	Common	026874784
EOG	EOG Resources, Inc	13,462	$1.208M	0.4%	$89.73 *	$61.60	+7.5%	Common	26875P101
—	Kraft Foods Inc	18,788	$1.204M	0.4%	$64.08	$56.74	—	Common	50076Q106
—	Walgreen Co	14,098	$1.171M	0.4%	$83.06	$83.06	—	Common	931427108
F	Ford Motor Co	70,233	$1.148M	0.4%	$16.35 *	$7.86	+12.4%	Common	345370860
GM	General Motors Corp	30,620	$1.142M	0.4%	$37.30 *	$26.38	+6.7%	Common	37045V100
SO	Southern Co	24,911	$1.141M	0.4%	$45.80 *	$26.52	+12.9%	Common	842587107
DE	Deere and Co	12,407	$1.124M	0.4%	$90.59 *	$69.74	+4.7%	Common	244199105
—	Blackrock, Inc	3,020	$1.122M	0.4%	$371.52	$256.74	—	Common	09247X101
EBAY	Ebay Inc	19,255	$1.115M	0.4%	$57.91 *	$20.18	+5.2%	Common	278642103
ACN	Accenture PLC	12,232	$1.101M	0.4%	$90.01 *	$63.81	+16.9%	Common	G1151C101
FDX	FEDEX Corp	6,150	$1.088M	0.4%	$176.91 *	$81.95	+80.4%	Common	31428X106
TXN	Texas Instruments Inc	18,499	$1.088M	0.4%	$58.81 *	$25.31	+64.9%	Common	882508104
ECL	Ecolab Inc	9,278	$1.072M	0.4%	$115.54 *	$73.48	+32.3%	Common	278865100
TGT	Target Corp	13,697	$1.052M	0.4%	$76.81 *	$47.54	+17.8%	Common	87612E106
AMT	American Tower Corp	10,594	$1.05M	0.4%	$99.11 *	$59.51	+25.4%	Common	03027X100
MET	MetLife Inc	20,563	$1.045M	0.4%	$50.82 *	$25.32	+23.3%	Common	59156R108
EMR	Emerson Electric Co	17,843	$1.033M	0.3%	$57.89 *	$40.82	+6.3%	Common	291011104
CCI	Crown Castle Intl Corp	11,808	$1.019M	0.3%	$86.30 *	$50.35	+7.5%	Common	22822V101
MUR	Murphy Oil Corp	19,946	$1.015M	0.3%	$50.89 *	$35.38	-9.5%	Common	626717102
—	DirecTV	11,407	$1.011M	0.3%	$88.63	$61.63	—	Common	25490A309
—	Hewlett Packard Co	28,901	$1.007M	0.3%	$34.84	$24.81	—	Common	428236103
ADP	Automatic Data Processing	11,012	$978K	0.3%	$88.81 *	$45.09	+50.6%	Common	053015103
ROP	Roper Industries Inc	5,523	$925K	0.3%	$167.48 *	$121.00	+25.3%	Common	776696106
—	Marathon Oil	32,776	$913K	0.3%	$27.86	$34.80	—	Common	565849106
—	Aon	9,088	$912K	0.3%	$100.35	$70.32	—	Common	G0408V102
ROK	Rockwell Automation Inc	7,751	$907K	0.3%	$117.02 *	$73.51	+23.5%	Common	773903109
KMB	Kimberly-Clark Corp	8,229	$902K	0.3%	$109.61 *	$63.06	+21.0%	Common	494368103
AFL	AFLAC Inc	14,464	$900K	0.3%	$62.22 *	$23.95	-1.5%	Common	001055102
—	McGraw-Hill Companies, Inc	8,616	$888K	0.3%	$103.06	$53.16	—	Common	580645109
LUV	Southwest Airlines Co	20,508	$887K	0.3%	$43.25 *	$34.02	+13.5%	Common	844741108
PPG	PPG Industries Inc	3,740	$880K	0.3%	$235.29 *	$61.25	+54.1%	Common	693506107
TRV	Travelers Cos Inc/The	8,175	$878K	0.3%	$107.40 *	$63.44	+32.4%	Common	89417E109
—	Hess	11,640	$874K	0.3%	$75.09	$73.37	—	Common	42809H107
TJX	TJX Companies Inc	12,650	$868K	0.3%	$68.62 *	$20.82	+40.7%	Common	872540109
ADI	Analog Devices	14,680	$859K	0.3%	$58.51 *	$35.95	+26.4%	Common	032654105
COF	Capital One Financial Corp	10,900	$858K	0.3%	$78.72 *	$49.69	+29.9%	Common	14040H105
NSC	Norfolk Southern Corp	7,735	$844K	0.3%	$109.11 *	$57.67	+46.0%	Common	655844108
PRU	Prudential Financial Inc	10,440	$844K	0.3%	$80.84 *	$45.30	+11.4%	Common	744320102
—	Chubb Corp	8,369	$841K	0.3%	$100.49	$84.60	—	Common	171232101
OMC	Omnicom Group	10,435	$830K	0.3%	$79.54 *	$44.73	+18.5%	Common	681919106
ELV	Anthem Inc	5,655	$828K	0.3%	$146.42 *	$105.54	+15.6%	Common	036752103
WMB	Williams Companies Inc	16,882	$828K	0.3%	$49.05 *	$18.20	+37.1%	Common	969457100
—	Time Warner Cable Inc	5,375	$828K	0.3%	$154.05	$112.53	—	Common	88732J207
AMP	Ameriprise Financial Inc	6,167	$824K	0.3%	$133.61 *	$80.05	+30.7%	Common	03076C106
—	Avago Technologies Ltd	6,441	$822K	0.3%	$127.62	$100.61	—	Common	Y0486S104
MS	Morgan Stanley Dean Witter	22,811	$816K	0.3%	$35.77 *	$17.33	+53.9%	Common	617446448
SHW	Sherwin-Williams Co	2,826	$806K	0.3%	$285.21 *	$64.30	+30.9%	Common	824348106
—	Alexion Pharmaceuticals Inc	4,425	$798K	0.3%	$180.34	$92.20	—	Common	015351109
DAL	Delta Air Lines	17,886	$796K	0.3%	$44.50 *	$26.68	+52.3%	Common	247361702
—	Yahoo	17,787	$788K	0.3%	$44.30	$37.52	—	Common	984332106
ORLY	O'Reilly Automotive Inc	3,768	$784K	0.3%	$208.07 *	$10.19	+31.9%	Common	67103H107
ADBE	Adobe Systems Inc	9,796	$775K	0.3%	$79.11 *	$50.79	+46.9%	Common	00724F101
BAX	Baxter International Inc	11,161	$772K	0.3%	$69.17 *	$30.24	+4.7%	Common	071813109
CRM	Salesforce.com Inc	10,903	$756K	0.3%	$69.34 *	$40.78	+50.3%	Common	79466L302
CTSH	Cognizant Technology Solutions	11,980	$749K	0.3%	$62.52 *	$36.88	+41.7%	Common	192446102
VFC	V F Corp	9,543	$732K	0.2%	$76.71 *	$51.36	+34.8%	Common	918204108
EQR	Equity Residential	9,459	$729K	0.2%	$77.07 *	$36.70	+23.5%	Common	29476L107
PNC	PNC Financial Services Group	7,721	$710K	0.2%	$91.96 *	$47.34	+35.8%	Common	693475105
—	Johnson Controls Inc	13,961	$709K	0.2%	$50.78	$41.41	—	Common	478366107
—	Health Care REIT Inc	9,176	$708K	0.2%	$77.16	$75.63	—	Common	42217K106
CSX	CSX Corp	20,317	$697K	0.2%	$34.31 *	$7.41	+31.0%	Common	126408103
—	Noble Energy Incorporated	14,482	$684K	0.2%	$47.23	$58.54	—	Common	655044105
KR	Kroger Co	9,582	$682K	0.2%	$71.18 *	$15.16	+90.6%	Common	501044101
SCHW	Schwab (Charles) Corp	22,999	$675K	0.2%	$29.35 *	$17.79	+42.8%	Common	808513105
MU	Micron Technology Inc	21,952	$673K	0.2%	$30.66 *	$18.97	+53.8%	Common	595112103
INTU	Intuit Inc	6,883	$672K	0.2%	$97.63 *	$54.39	+56.6%	Common	461202103
—	Delphi Automotive PLC	8,505	$671K	0.2%	$78.89	$58.14	—	Common	G27823106
SYK	Stryker Corp	7,068	$670K	0.2%	$94.79 *	$62.37	+31.5%	Common	863667101
TROW	T Rowe Price Group Inc	8,045	$665K	0.2%	$82.66 *	$47.69	+14.4%	Common	74144T108
—	Anadarko Petroleum Corp	7,836	$660K	0.2%	$84.23	$91.86	—	Common	032511107
—	Apache Corp	9,988	$658K	0.2%	$65.88	$83.80	—	Common	037411105
—	Ingersoll Rand PLC Com Stk	9,723	$653K	0.2%	$67.16	$55.54	—	Common	G47791101
ETN	Eaton Corp	9,050	$643K	0.2%	$71.05 *	$52.31	+0.4%	Common	G29183103
—	AGL Resources Inc.	12,965	$637K	0.2%	$49.13	$42.88	—	Common	001204106
VTR	Ventas Inc.	8,540	$636K	0.2%	$74.47 *	$48.29	+10.6%	Common	92276F100
STT	State Street Corp	8,460	$630K	0.2%	$74.47 *	$46.67	+18.2%	Common	857477103
PSA	Public Storage Inc.	3,142	$620K	0.2%	$197.33 *	$97.16	+33.1%	Common	74460D109
ALL	Allstate Corp	8,739	$617K	0.2%	$70.60 *	$37.12	+50.0%	Common	020002101
FISV	Fiserv Inc	7,858	$613K	0.2%	$78.01 *	$27.51	+38.6%	Common	337738108
ED	Consolidated Edison Inc	9,561	$604K	0.2%	$63.17 *	$37.19	+17.5%	Common	209115104
—	Mead Johnson Nutrition	5,698	$597K	0.2%	$104.77	$88.35	—	Common	582839106
REGN	Regeneron Pharmaceuticals	1,440	$596K	0.2%	$413.89	$391.09	+7.8%	Common	75886F107
—	Cerner Corp	8,234	$593K	0.2%	$72.02	$96.07	—	Common	156782104
AVB	Avalonbay Communities Inc	3,510	$591K	0.2%	$168.38 *	$108.21	+11.0%	Common	053484101
NTRS	Northern Trust	8,415	$588K	0.2%	$69.88 *	$40.35	+26.7%	Common	665859104
—	Tyco International	13,821	$584K	0.2%	$42.25	$43.54	—	Common	G91442106
AMAT	Applied Materials	23,168	$580K	0.2%	$25.03 *	$14.78	+41.7%	Common	038222105
NFLX	Netflix Inc	1,218	$578K	0.2%	$474.55 *	$4.91	+23.6%	Common	64110L106
—	Viacom Inc New	8,271	$578K	0.2%	$69.88	$68.01	—	Common	92553P201
APH	Amphenol Corp	10,146	$573K	0.2%	$56.48 *	$10.01	+26.2%	Common	032095101
MPC	Marathon Petroleum Corp	5,448	$572K	0.2%	$104.99 *	$26.27	+30.9%	Common	56585A102
—	Kellogg Co	8,805	$568K	0.2%	$64.51 *	$38.95	+7.1%	Common	487836108
—	Discover Financial Serv. Comp.	9,272	$565K	0.2%	$60.94	$47.67	—	Common	254709108
WY	Weyerhaeuser Co	15,946	$560K	0.2%	$35.12 *	$20.57	+11.1%	Common	962166104
HSY	Hershey Foods Corp	5,314	$551K	0.2%	$103.69 *	$68.44	+17.5%	Common	427866108
—	Broadcom Corp	12,158	$550K	0.2%	$45.24	$35.31	—	Common	111320107
BK	Bank of New York Mellon Corp	14,064	$550K	0.2%	$39.11 *	$22.73	+30.8%	Common	064058100
YUM	YUM! Brands Inc	6,767	$549K	0.2%	$81.13 *	$38.97	+14.3%	Common	988498101
—	CBS Corporation	9,245	$546K	0.2%	$59.06	$48.89	—	Common	124857202
EQT	EQT Corporation	6,808	$543K	0.2%	$79.76 *	$38.93	+0.0%	Common	26884L109
WHR	Whirlpool Corp	2,539	$538K	0.2%	$211.89 *	$126.36	+60.7%	Common	963320106
ZBH	Zimmer Holdings Inc	4,404	$530K	0.2%	$120.35 *	$77.27	+35.1%	Common	98956P102
CMG	Chipotle Mexican Grill Inc	790	$525K	0.2%	$664.56 *	$9.08	+50.3%	Common	169656105
—	National Oilwell Varco	9,526	$518K	0.2%	$54.38	$71.54	—	Common	637071101
PPL	PPL Corp	14,801	$505K	0.2%	$34.12 *	$16.36	+20.5%	Common	69351T106
—	Ace Limited	4,420	$504K	0.2%	$114.03	$89.59	—	Common	H0023R105
CME	CME Group Inc	5,240	$503K	0.2%	$95.99 *	$39.16	+55.4%	Common	12572Q105
GWW	Grainger W W Inc	2,101	$498K	0.2%	$237.03 *	$208.36	-4.0%	Common	384802104
DLTR	Dollar Tree Inc	6,249	$498K	0.2%	$79.69 *	$63.04	+20.4%	Common	256746108
—	BBandT Corp	13,054	$497K	0.2%	$38.07	$33.83	—	Common	054937107
VRTX	Vertex Pharmaceuticals Inc	4,082	$488K	0.2%	$119.55	$69.64	+72.0%	Common	92532F100
ROST	Ross Stores Inc	4,571	$484K	0.2%	$105.88 *	$28.26	+57.4%	Common	778296103
ICE	Intercontinental Exchange	2,047	$482K	0.2%	$235.47 *	$35.59	+10.2%	Common	45866F104
PAYX	Paychex Inc	9,654	$481K	0.2%	$49.82 *	$25.02	+39.7%	Common	704326107
—	Mylan Laboratories	8,313	$477K	0.2%	$57.38	$31.04	—	Common	628530107
ABT	Abbott Laboratories	9,750	$462K	0.2%	$47.38 *	$35.31	+6.0%	Common	002824100
PH	Parker Hannifin Corp	3,757	$461K	0.2%	$122.70 *	$75.97	+33.3%	Common	701094104
—	Starwood Hotels and Resorts	5,676	$456K	0.2%	$80.34	$63.21	—	Common	85590A401
MAR	Marriott International	5,438	$452K	0.2%	$83.12 *	$36.65	+95.4%	Common	571903202
WDC	Western Digital Corp	4,218	$451K	0.2%	$106.92 *	$35.69	+83.4%	Common	958102105
GIS	General Mills Inc	8,384	$451K	0.2%	$53.79 *	$31.98	+14.6%	Common	370334104
HUM	Humana Inc	2,730	$449K	0.2%	$164.47 *	$71.14	+104.0%	Common	444859102
—	Whole Foods Market Inc	7,829	$442K	0.1%	$56.46	$50.45	—	Common	966837106
NUE	Nucor Corp	9,290	$437K	0.1%	$47.04 *	$32.41	+10.9%	Common	670346105
—	Aetna Inc	4,309	$429K	0.1%	$99.56	$63.60	—	Common	00817Y108
BEN	Franklin Resources Inc	7,976	$429K	0.1%	$53.79 *	$29.22	+10.5%	Common	354613101
EMN	Eastman Chemical Co	5,570	$415K	0.1%	$74.51 *	$55.62	-8.2%	Common	277432100
L	Loews Corp	9,894	$406K	0.1%	$41.03 *	$39.69	-3.2%	Common	540424108
SYY	Sysco Corp	10,383	$405K	0.1%	$39.01 *	$24.40	+21.1%	Common	871829107
—	Cameron International Corp	8,535	$402K	0.1%	$47.10	$61.16	—	Common	13342B105
LYB	LynondellBasell Industries	4,670	$401K	0.1%	$85.87 *	$36.01	+29.7%	Common	N53745100
CAH	Cardinal Health Inc	4,550	$400K	0.1%	$87.91 *	$59.98	+6.1%	Common	14149Y108
GLW	Corning Inc	16,306	$398K	0.1%	$24.41 *	$10.49	+70.0%	Common	219350105
RHI	Robert Half International Inc	6,317	$391K	0.1%	$61.90 *	$34.44	+74.6%	Common	770323103
—	Sandisk Corp	4,838	$387K	0.1%	$79.99	$70.48	—	Common	80004C101
—	Seagate Technology	6,305	$385K	0.1%	$61.06	$66.46	—	Common	G7945M107
MCK	McKesson Corp	1,664	$381K	0.1%	$228.97 *	$101.46	+101.3%	Common	58155Q103
XYL	Xylem, Inc	10,598	$378K	0.1%	$35.67 *	$22.72	+35.4%	Common	98419M100
ADM	Archer Daniels Midland Co	7,850	$376K	0.1%	$47.90 *	$28.85	+19.9%	Common	039483102
—	Baker Hughes Inc	6,000	$375K	0.1%	$62.50	$64.22	—	Common	057224107
CCL	Carnival Corporation	8,393	$369K	0.1%	$43.97 *	$27.66	+39.3%	Common	143658300
—	General Growth Properties Inc.	12,536	$364K	0.1%	$29.04	$28.16	—	Common	370023103
—	Sigma Aldrich Corp	2,605	$360K	0.1%	$138.20	$80.23	—	Common	826552101
AKAM	Akamai Technologies, Inc.	5,069	$352K	0.1%	$69.44 *	$41.83	+58.0%	Common	00971T101
VRSN	Verisign Incorporated	5,480	$351K	0.1%	$64.05 *	$45.93	+31.2%	Common	92343E102
EW	Edwards Lifesciences Corp	2,620	$349K	0.1%	$133.21 *	$13.56	+65.5%	Common	28176E108
AEP	American Electric Power	6,000	$345K	0.1%	$57.50 *	$36.29	+11.2%	Common	025537101
HST	Host Marriott Corp	16,449	$345K	0.1%	$20.97 *	$14.47	-0.9%	Common	44107P104
—	Level 3 Communications, Inc.	6,374	$343K	0.1%	$53.81	$49.42	—	Common	52729N308
—	Monster Beverage Corporation	2,421	$342K	0.1%	$141.26	$88.39	—	Common	611740101
GAP	Gap Inc	8,185	$340K	0.1%	$41.54 *	$26.66	+6.9%	Common	364760108
MRSH	Marsh and McLennan Companies	5,930	$337K	0.1%	$56.83 *	$31.19	+49.7%	Common	571748102
IP	International Paper Co	5,781	$326K	0.1%	$56.39 *	$25.91	+26.4%	Common	460146103
—	Keurig Green Mountain Inc	2,536	$324K	0.1%	$127.76	$132.49	—	Common	49271M100
BSX	Boston Scientific Corp	19,106	$323K	0.1%	$16.91 *	$11.81	+33.8%	Common	101137107
DVA	Davita Inc	4,292	$320K	0.1%	$74.56 *	$59.87	+28.2%	Common	23918K108
XEL	Xcel Energy Inc.	8,784	$310K	0.1%	$35.29 *	$19.78	+28.1%	Common	98389B100
FFIV	F5 Networks Inc	2,555	$302K	0.1%	$118.20	$124.66	-5.6%	Common	315616102
—	Kansas City Southern	2,586	$300K	0.1%	$116.01	$105.96	—	Common	485170302
ADSK	Autodesk Inc	4,626	$297K	0.1%	$64.20 *	$37.26	+58.9%	Common	052769106
GPC	Genuine Parts Co	3,080	$296K	0.1%	$96.10 *	$71.18	-1.1%	Common	372460105
SRE	Sempra Energy	2,723	$295K	0.1%	$108.34 *	$27.60	+41.9%	Common	816851109
BALL	Ball Corp	4,084	$293K	0.1%	$71.74 *	$21.59	+43.5%	Common	058498106
—	CenturyLink Inc	7,688	$291K	0.1%	$37.85	$35.31	—	Common	156700106
—	TE Connectivity	3,956	$285K	0.1%	$72.04	$72.04	—	Common	H84989104
—	SCANA Corporation	4,988	$284K	0.1%	$56.94	$49.12	—	Common	80589M102
—	Suntrust Banks	6,766	$277K	0.1%	$40.94	$31.63	—	Common	867914103
HOG	Harley-Davidson Inc	4,305	$274K	0.1%	$63.65	$54.04	+16.4%	Common	412822108
PRGO	Perrigo Company	1,776	$274K	0.1%	$154.28 *	$157.83	+1.1%	Common	G97822103
NEM	Newmont Mining Corrporation	10,380	$273K	0.1%	$26.30 *	$19.78	-7.7%	Common	651639106
SEE	GCB Sealed Air Corp	5,793	$273K	0.1%	$47.13 *	$24.99	+48.1%	Common	81211K100
MTB	MandT Bank Corp	2,256	$273K	0.1%	$121.01 *	$90.02	-0.8%	Common	55261F104
VMC	Vulcan Materials Co	3,272	$272K	0.1%	$83.13 *	$58.15	+21.4%	Common	929160109
BWA	Borg-Warner Automotive	4,390	$270K	0.1%	$61.50 *	$41.30	+4.7%	Common	099724106
DTE	DTE Energy Company	3,270	$268K	0.1%	$81.96 *	$38.29	+30.1%	Common	233331107
—	QEP Resources Inc	12,478	$268K	0.1%	$21.48	$27.36	—	Common	74733V100
EL	Lauder Estee Companies Inc	3,190	$264K	0.1%	$82.76 *	$64.09	+6.9%	Common	518439104
CPB	Campbell Soup Co	5,670	$264K	0.1%	$46.56 *	$30.86	+6.8%	Common	134429109
MOS	Mosaic Co	4,920	$262K	0.1%	$53.25 *	$37.52	+4.6%	Common	61945C103
FIS	Fidelity Nat'l Information Svs	3,862	$261K	0.1%	$67.58 *	$40.05	+35.4%	Common	31620M106
—	Symantec Corp	10,288	$259K	0.1%	$25.17	$22.45	—	Common	871503108
ISRG	Intuitive Surgical Inc	511	$256K	0.1%	$500.98 *	$47.10	+20.2%	Common	46120E602
NVDA	Nvidia Corp	11,608	$256K	0.1%	$22.05 *	$0.47	+9.6%	Common	67066G104
NTAP	NetApp Inc	6,524	$252K	0.1%	$38.63 *	$26.74	+8.4%	Common	64110D104
M	Macy's Inc	3,933	$251K	0.1%	$63.82	$46.44	+38.6%	Common	55616P104
DOV	Dover Corp	3,483	$251K	0.1%	$72.06 *	$46.22	+2.7%	Common	260003108
SWK	Stanley Black and Decker Inc	2,540	$250K	0.1%	$98.43 *	$62.68	+15.7%	Common	854502101
—	Wyndham Worldwide Corp	2,711	$248K	0.1%	$91.48	$85.58	—	Common	98310W108
—	CA Inc	7,512	$244K	0.1%	$32.48	$28.62	—	Common	12673P105
A	Agilent Technologies Inc	5,785	$244K	0.1%	$42.18 *	$27.97	+32.4%	Common	00846U101
—	Denbury Resources Inc	28,879	$243K	0.1%	$8.41	$11.58	—	Common	247916208
FLS	Flowserve Corp	3,900	$242K	0.1%	$62.05 *	$51.25	-8.6%	Common	34354P105
PNR	Pentair Inc	3,600	$239K	0.1%	$66.39 *	$41.76	-13.4%	Common	G7S00T104
PCAR	Paccar Inc	3,666	$235K	0.1%	$64.10 *	$24.01	+17.5%	Common	693718108
ALLE	Allegion PLC	4,028	$233K	0.1%	$57.85 *	$46.00	+10.3%	Common	G0176J109
EIX	Edison International	3,537	$227K	0.1%	$64.18 *	$30.71	+38.6%	Common	281020107
—	Frontier Communications Corp	27,678	$221K	0.1%	$7.98	$4.06	—	Common	35906A108
—	Citrix Systems Inc	3,452	$220K	0.1%	$63.73	$62.57	—	Common	177376100
—	Altera Corporation	5,948	$220K	0.1%	$36.99	$36.31	—	Common	021441100
EXPE	Expedia, Inc.	2,388	$219K	0.1%	$91.71 *	$78.79	+6.3%	Common	30212P303
—	Discovery Communications Inc	6,791	$219K	0.1%	$32.25	$77.31	—	Common	25470F104
—	Gannett Co	6,184	$219K	0.1%	$35.41	$35.41	—	Common	364730101
—	Noble Corp	13,071	$218K	0.1%	$16.68	$16.60	—	Common	G65431101
WU	Western Union	10,989	$215K	0.1%	$19.57	$17.11	—	Common	959802109
—	Xerox Corp	15,601	$213K	0.1%	$13.65	$9.10	—	Common	984121103
—	Red Hat Inc	3,075	$213K	0.1%	$69.27	$69.27	—	Common	756577102
NI	NiSource Inc	4,934	$212K	0.1%	$42.97 *	$11.47	+4.7%	Common	65473P105
HRB	Block H and R Inc	6,094	$208K	0.1%	$34.13 *	$19.51	+14.5%	Common	093671105
—	Windstream Holdings	26,200	$207K	0.1%	$7.90	$8.12	—	Common	97382A101
—	Discovery Communications Inc	6,791	$207K	0.1%	$30.48	$43.00	—	Common	25470F302
AVY	Avery Dennison Corp	3,846	$206K	0.1%	$53.56 *	$43.09	0.0%	Common	053611109
—	Avon Products	24,222	$206K	0.1%	$8.50	$13.01	—	Common	054303102
—	Joy Global Inc.	4,620	$205K	0.1%	$44.37	$46.54	—	Common	481165108
HIG	Hartford Financial Svcs Group	4,990	$204K	0.1%	$40.88 *	$31.27	+4.0%	Common	416515104
—	Juniper Networks Inc	8,505	$203K	0.1%	$23.87	$23.87	—	Common	48203R104
—	Owens Illinois Inc.	7,755	$203K	0.1%	$26.18	$26.95	—	Common	690768403
HBAN	Huntington Bancshares	18,154	$199K	0.1%	$10.96 *	$6.44	+6.5%	Common	446150104
—	Staples Inc	11,780	$197K	0.1%	$16.72	$11.66	—	Common	855030102
—	Nabors Industries Ltd	15,176	$194K	0.1%	$12.78	$12.98	—	Common	G6359F103
RIG	Transocean Ltd Switzerland	11,520	$186K	0.1%	$16.15	$24.98	-35.1%	Common	H8817H100
AES	AES Corp	11,874	$154K	0.1%	$12.97 *	$8.29	+1.2%	Common	00130H105
RF	Regions Financial Corp	11,830	$114K	0.0%	$9.64 *	$6.80	-4.9%	Common	7591EP100