Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	108,395	$13.6M	4.4%	$17.96	+59.0%	Common	037833100
MSFT	Microsoft Corp	157,034	$6.933M	2.2%	$28.09	+39.9%	Common	594918104
JNJ	Johnson and Johnson	56,179	$5.475M	1.8%	$59.66	+24.9%	Common	478160104
WFC	Wells Fargo and Company	80,053	$4.502M	1.5%	$28.94	+43.0%	Common	949746101
MMM	3M Co	27,162	$4.191M	1.4%	$72.43	+30.9%	Common	88579Y101
BRK/B	Berkshire Hathaway	29,897	$4.069M	1.3%	$110.02	+29.6%	Common	084670702
JPM	JPMorgan Chase and Co	57,942	$3.926M	1.3%	$36.66	+34.0%	Common	46625H100
DIS	Walt Disney Co	33,436	$3.816M	1.2%	$56.11	+78.2%	Common	254687106
PG	Procter and Gamble Co	47,794	$3.739M	1.2%	$55.24	+8.5%	Common	742718109
MRK	Merck and Co Inc	60,805	$3.462M	1.1%	$31.46	+27.9%	Common	58933Y105
COP	ConocoPhillips	55,637	$3.417M	1.1%	$42.77	+8.5%	Common	20825C104
META	Facebook Inc	38,630	$3.313M	1.1%	$55.49	+46.1%	Common	30303M102
PEP	Pepsico Inc	35,311	$3.296M	1.1%	$56.77	+22.1%	Common	713448108
HD	Home Depot Inc	29,553	$3.284M	1.1%	$58.16	+49.8%	Common	437076102
VZ	Verizon Communications Inc	70,310	$3.277M	1.1%	$26.99	+5.0%	Common	92343V104
GILD	Gilead Sciences Inc	27,932	$3.27M	1.1%	$36.21	+109.8%	Common	375558103
KO	Coca Cola Company	83,270	$3.267M	1.1%	$27.81	+4.4%	Common	191216100
T	ATandT Inc	86,318	$3.066M	1.0%	$11.38	+7.4%	Common	00206R102
—	Google Inc.	5,519	$2.98M	1.0%	$849.66	—	Common	38259P508
INTC	Intel Corp	97,421	$2.963M	1.0%	$17.90	+40.2%	Common	458140100
UNH	UnitedHealth Group Inc	23,106	$2.819M	0.9%	$58.60	+70.0%	Common	91324P102
AMZN	Amazon.com Inc	6,436	$2.794M	0.9%	$13.32	+56.9%	Common	023135106
CMCSA	Comcast Corp	46,392	$2.79M	0.9%	$15.62	+47.1%	Common	20030N101
CVS	CVS/Caremark Corp	25,891	$2.715M	0.9%	$47.03	+60.0%	Common	126650100
—	Google Inc.	5,183	$2.698M	0.9%	$571.29	—	Common	38259P706
BAC	Bank of America Corp	153,220	$2.608M	0.8%	$10.39	+26.4%	Common	060505104
V	Visa Inc. - class A	38,164	$2.563M	0.8%	$57.19	+10.0%	Common	92826C839
UPS	United Parcel Service	26,290	$2.548M	0.8%	$61.86	+9.5%	Common	911312106
AMGN	Amgen Inc	16,327	$2.507M	0.8%	$73.34	+60.3%	Common	031162100
CSCO	Cisco Systems Inc	90,139	$2.475M	0.8%	$15.45	+33.6%	Common	17275R102
ORCL	Oracle Corp	61,268	$2.469M	0.8%	$27.58	+34.1%	Common	68389X105
IBM	IBM Corp	15,107	$2.457M	0.8%	$118.74	-13.3%	Common	459200101
ABBV	ABBVIE Inc	36,516	$2.454M	0.8%	$28.02	+51.1%	Common	00287Y109
LLY	Eli Lilly and Co	28,725	$2.398M	0.8%	$50.23	+25.8%	Common	532457108
C	Citigroup Inc	43,026	$2.377M	0.8%	$35.91	+12.9%	Common	172967424
BMY	Bristol-Myers Squibb Co	34,937	$2.325M	0.8%	$29.95	+53.6%	Common	110122108
MCD	McDonalds Corp	24,360	$2.316M	0.7%	$71.89	+3.2%	Common	580135101
MDT	Medtronic PLC	30,912	$2.291M	0.7%	$58.80	0.0%	Common	G5960L103
—	Allergan	7,444	$2.259M	0.7%	$303.47	—	Common	G0177J108
SLB	Schlumberger Ltd	25,161	$2.169M	0.7%	$65.26	+2.3%	Common	806857108
WMT	Wal Mart Stores	30,524	$2.165M	0.7%	$20.00	+4.4%	Common	931142103
OXY	Occidental Petroleum Corp	27,730	$2.157M	0.7%	$60.53	-6.1%	Common	674599105
MA	Mastercard Inc - Class A	23,005	$2.151M	0.7%	$71.58	+20.3%	Common	57636Q104
QCOM	Qualcomm Inc	32,565	$2.04M	0.7%	$45.06	+11.7%	Common	747525103
—	Celgene Corp	16,758	$1.939M	0.6%	$107.21	—	Common	151020104
MDLZ	Mondelez International Inc	46,295	$1.905M	0.6%	$23.20	+33.0%	Common	609207105
BIIB	Biogen Idec Inc	4,371	$1.766M	0.6%	$213.68	+87.8%	Common	09062X103
—	Time Warner Inc	18,964	$1.658M	0.5%	$58.37	—	Common	887317303
NEE	NextEra Energy Inc	16,875	$1.654M	0.5%	$16.07	+20.0%	Common	65339F101
TMO	Thermo Electron Corporation	12,689	$1.647M	0.5%	$97.08	+30.1%	Common	883556102
—	Praxair Inc	13,735	$1.642M	0.5%	$116.67	—	Common	74005P104
—	Du Pont (E.I.) De Nemours	25,607	$1.638M	0.5%	$53.29	—	Common	263534109
UNP	Union Pacific Corp	17,062	$1.627M	0.5%	$67.66	+21.2%	Common	907818108
KMI	Kinder Morgan	42,359	$1.626M	0.5%	$21.49	+13.3%	Common	49456B101
EMR	Emerson Electric Co	28,451	$1.577M	0.5%	$42.09	+5.1%	Common	291011104
AXP	American Express	19,864	$1.544M	0.5%	$59.62	+14.1%	Common	025816109
SBUX	Starbucks Corp	28,758	$1.542M	0.5%	$32.65	+25.4%	Common	855244109
—	Express Scripts Inc	16,284	$1.448M	0.5%	$67.42	—	Common	30219G108
—	Kraft Foods Inc	16,728	$1.424M	0.5%	$56.74	—	Common	50076Q106
PSX	Phillips 66	17,404	$1.402M	0.5%	$42.30	+26.9%	Common	718546104
—	Spectra Energy Corp	42,022	$1.37M	0.4%	$34.46	—	Common	847560109
GS	Goldman Sachs Group Inc	6,557	$1.369M	0.4%	$120.06	+37.1%	Common	38141G104
NKE	Nike Inc	12,530	$1.353M	0.4%	$26.53	+68.9%	Common	654106103
AIG	American International Group	21,857	$1.351M	0.4%	$33.63	+35.3%	Common	026874784
USB	U.S. Bancorp	30,583	$1.327M	0.4%	$22.84	+30.9%	Common	902973304
FDX	FEDEX Corp	7,507	$1.279M	0.4%	$93.96	+57.9%	Common	31428X106
ITW	Illinois Tool Works Inc	13,718	$1.259M	0.4%	$53.34	+38.7%	Common	452308109
PPG	PPG Industries Inc	10,910	$1.252M	0.4%	$83.04	+13.7%	Common	693506107
ROK	Rockwell Automation Inc	10,031	$1.25M	0.4%	$79.03	+23.7%	Common	773903109
CL	Colgate-Palmolive Co	18,531	$1.212M	0.4%	$45.43	+16.6%	Common	194162103
LOW	Lowe's Companies	17,846	$1.195M	0.4%	$32.16	+82.9%	Common	548661107
—	Walgreen Co	14,098	$1.19M	0.4%	$83.06	—	Common	931427108
—	Priceline.com Inc	1,030	$1.186M	0.4%	$826.21	—	Common	741503403
ACN	Accenture PLC	12,232	$1.184M	0.4%	$63.81	+26.4%	Common	G1151C101
EOG	EOG Resources, Inc	13,462	$1.179M	0.4%	$61.60	+10.1%	Common	26875P101
EBAY	Ebay Inc	19,255	$1.16M	0.4%	$20.18	+10.0%	Common	278642103
—	EMC Corp / Mass	43,902	$1.159M	0.4%	$25.29	—	Common	268648102
MET	MetLife Inc	20,563	$1.151M	0.4%	$25.32	+30.8%	Common	59156R108
SPG	Simon Property Group Inc	6,633	$1.148M	0.4%	$88.80	+21.8%	Common	828806109
COST	Costco Wholesale Corp	8,336	$1.126M	0.4%	$89.61	+34.2%	Common	22160K105
DUK	Duke Energy Corp	15,864	$1.12M	0.4%	$42.83	+13.7%	Common	26441C204
TGT	Target Corp	13,697	$1.118M	0.4%	$47.54	+24.2%	Common	87612E106
APD	Air Products and Chemicals Inc	8,036	$1.1M	0.4%	$61.55	+70.4%	Common	009158106
—	DirecTV	11,407	$1.058M	0.3%	$61.63	—	Common	25490A309
ABT	Abbott Laboratories	21,510	$1.056M	0.3%	$37.51	+4.9%	Common	002824100
F	Ford Motor Co	70,233	$1.054M	0.3%	$7.86	+11.4%	Common	345370860
ECL	Ecolab Inc	9,278	$1.049M	0.3%	$73.48	+39.1%	Common	278865100
—	Blackrock, Inc	3,020	$1.045M	0.3%	$256.74	—	Common	09247X101
SO	Southern Co	24,911	$1.044M	0.3%	$26.52	+4.8%	Common	842587107
DE	Deere and Co	10,637	$1.032M	0.3%	$69.74	+8.1%	Common	244199105
GM	General Motors Corp	30,620	$1.021M	0.3%	$26.38	+5.5%	Common	37045V100
—	Marathon Oil	37,946	$1.007M	0.3%	$33.67	—	Common	565849106
SHW	Sherwin-Williams Co	3,622	$996K	0.3%	$69.03	+24.3%	Common	824348106
AMT	American Tower Corp	10,594	$988K	0.3%	$59.51	+22.6%	Common	03027X100
MUR	Murphy Oil Corp	23,636	$983K	0.3%	$34.60	-12.2%	Common	626717102
WMB	Williams Companies Inc	16,882	$969K	0.3%	$18.20	+54.3%	Common	969457100
COF	Capital One Financial Corp	10,900	$959K	0.3%	$49.69	+39.4%	Common	14040H105
—	Time Warner Cable Inc	5,375	$958K	0.3%	$112.53	—	Common	88732J207
TXN	Texas Instruments Inc	18,499	$953K	0.3%	$25.31	+63.0%	Common	882508104
ROP	Roper Industries Inc	5,523	$952K	0.3%	$121.00	+34.2%	Common	776696106
CCI	Crown Castle Intl Corp	11,808	$948K	0.3%	$50.35	+6.3%	Common	22822V101
ADI	Analog Devices	14,680	$942K	0.3%	$35.95	+45.4%	Common	032654105
ELV	Anthem Inc	5,655	$928K	0.3%	$105.54	+30.3%	Common	036752103
NSC	Norfolk Southern Corp	10,545	$921K	0.3%	$62.94	+23.0%	Common	655844108
PRU	Prudential Financial Inc	10,440	$914K	0.3%	$45.30	+17.5%	Common	744320102
—	Hess	13,630	$912K	0.3%	$72.43	—	Common	42809H107
—	Aon	9,088	$906K	0.3%	$70.32	—	Common	G0408V102
CSX	CSX Corp	27,725	$905K	0.3%	$8.06	+22.0%	Common	126408103
AFL	AFLAC Inc	14,464	$900K	0.3%	$23.95	+2.8%	Common	001055102
SCHW	Schwab (Charles) Corp	27,149	$886K	0.3%	$19.32	+43.7%	Common	808513105
MS	Morgan Stanley Dean Witter	22,811	$885K	0.3%	$17.33	+63.8%	Common	617446448
ADP	Automatic Data Processing	11,012	$883K	0.3%	$45.09	+49.9%	Common	053015103
KMB	Kimberly-Clark Corp	8,229	$872K	0.3%	$63.06	+20.3%	Common	494368103
—	Hewlett Packard Co	28,901	$867K	0.3%	$24.81	—	Common	428236103
—	McGraw-Hill Companies, Inc	8,616	$865K	0.3%	$53.16	—	Common	580645109
—	Anadarko Petroleum Corp	11,046	$862K	0.3%	$87.85	—	Common	032511107
—	Avago Technologies Ltd	6,441	$856K	0.3%	$100.61	—	Common	Y0486S104
ORLY	O'Reilly Automotive Inc	3,768	$851K	0.3%	$10.19	+45.6%	Common	67103H107
TJX	TJX Companies Inc	12,650	$837K	0.3%	$20.82	+37.8%	Common	872540109
—	Johnson Controls Inc	16,631	$824K	0.3%	$42.72	—	Common	478366107
—	Alexion Pharmaceuticals Inc	4,425	$800K	0.3%	$92.20	—	Common	015351109
NFLX	Netflix Inc	1,218	$800K	0.3%	$4.91	+70.5%	Common	64110L106
—	Chubb Corp	8,369	$796K	0.3%	$84.60	—	Common	171232101
ADBE	Adobe Systems Inc	9,796	$794K	0.3%	$50.79	+53.6%	Common	00724F101
TRV	Travelers Cos Inc/The	8,175	$790K	0.3%	$63.44	+27.6%	Common	89417E109
BAX	Baxter International Inc	11,161	$780K	0.3%	$30.24	+4.1%	Common	071813109
GWW	Grainger W W Inc	3,277	$776K	0.3%	$206.87	-1.3%	Common	384802104
AMP	Ameriprise Financial Inc	6,167	$770K	0.2%	$80.05	+27.1%	Common	03076C106
LYB	LynondellBasell Industries	7,340	$760K	0.2%	$43.33	+29.6%	Common	N53745100
CRM	Salesforce.com Inc	10,903	$759K	0.2%	$40.78	+72.6%	Common	79466L302
PNC	PNC Financial Services Group	7,721	$739K	0.2%	$47.34	+43.0%	Common	693475105
REGN	Regeneron Pharmaceuticals	1,440	$735K	0.2%	$391.09	+24.2%	Common	75886F107
DAL	Delta Air Lines	17,886	$735K	0.2%	$26.68	+43.9%	Common	247361702
CTSH	Cognizant Technology Solutions	11,980	$732K	0.2%	$36.88	+50.9%	Common	192446102
—	Kellogg Co	11,628	$729K	0.2%	$39.48	+4.2%	Common	487836108
OMC	Omnicom Group	10,435	$725K	0.2%	$44.73	+17.9%	Common	681919106
—	Delphi Automotive PLC	8,505	$724K	0.2%	$58.14	—	Common	G27823106
—	Yahoo	17,787	$699K	0.2%	$37.52	—	Common	984332106
KR	Kroger Co	9,582	$695K	0.2%	$15.16	+94.6%	Common	501044101
INTU	Intuit Inc	6,883	$694K	0.2%	$54.39	+72.5%	Common	461202103
MNST	Monster Beverage Corporation	5,146	$690K	0.2%	$22.33	0.0%	Common	61174X109
LUV	Southwest Airlines Co	20,508	$679K	0.2%	$34.02	+1.7%	Common	844741108
PNR	Pentair Inc	9,840	$676K	0.2%	$37.73	-6.2%	Common	G7S00T104
SYK	Stryker Corp	7,068	$675K	0.2%	$62.37	+34.3%	Common	863667101
VFC	V F Corp	9,543	$666K	0.2%	$51.36	+31.7%	Common	918204108
EQR	Equity Residential	9,459	$664K	0.2%	$36.70	+18.1%	Common	29476L107
—	Ingersoll Rand PLC Com Stk	9,723	$656K	0.2%	$55.54	—	Common	G47791101
STT	State Street Corp	8,460	$651K	0.2%	$46.67	+23.5%	Common	857477103
FISV	Fiserv Inc	7,858	$651K	0.2%	$27.51	+46.2%	Common	337738108
ZBH	Zimmer Holdings Inc	5,940	$649K	0.2%	$83.52	+21.5%	Common	98956P102
NTRS	Northern Trust	8,415	$643K	0.2%	$40.35	+39.0%	Common	665859104
—	Broadcom Corp	12,158	$626K	0.2%	$35.31	—	Common	111320107
TROW	T Rowe Price Group Inc	8,045	$625K	0.2%	$47.69	+15.6%	Common	74144T108
—	Noble Energy Incorporated	14,482	$618K	0.2%	$58.54	—	Common	655044105
ETN	Eaton Corp	9,050	$611K	0.2%	$52.31	+5.4%	Common	G29183103
YUM	YUM! Brands Inc	6,767	$610K	0.2%	$38.97	+33.4%	Common	988498101
—	AGL Resources Inc.	12,965	$604K	0.2%	$42.88	—	Common	001204106
—	Health Care REIT Inc	9,176	$602K	0.2%	$75.63	—	Common	42217K106
BK	Bank of New York Mellon Corp	14,064	$590K	0.2%	$22.73	+43.8%	Common	064058100
APH	Amphenol Corp	10,146	$588K	0.2%	$10.01	+29.7%	Common	032095101
EW	Edwards Lifesciences Corp	4,114	$586K	0.2%	$16.83	+34.1%	Common	28176E108
PSA	Public Storage Inc.	3,142	$579K	0.2%	$97.16	+29.9%	Common	74460D109
AMAT	Applied Materials	30,138	$579K	0.2%	$15.52	+16.0%	Common	038222105
—	Apache Corp	9,988	$576K	0.2%	$83.80	—	Common	037411105
MPC	Marathon Petroleum Corp	10,896	$570K	0.2%	$31.44	+16.5%	Common	56585A102
—	Cerner Corp	8,234	$569K	0.2%	$96.07	—	Common	156782104
ALL	Allstate Corp	8,739	$567K	0.2%	$37.12	+46.3%	Common	020002101
—	Mylan Laboratories	8,313	$564K	0.2%	$67.85	—	Common	N59465109
AVB	Avalonbay Communities Inc	3,510	$561K	0.2%	$108.21	+7.7%	Common	053484101
EQT	EQT Corporation	6,808	$554K	0.2%	$38.93	+10.7%	Common	26884L109
ED	Consolidated Edison Inc	9,561	$553K	0.2%	$37.19	+10.3%	Common	209115104
—	Aetna Inc	4,309	$549K	0.2%	$63.60	—	Common	00817Y108
—	Viacom Inc New	8,271	$535K	0.2%	$68.01	—	Common	92553P201
—	Discover Financial Serv. Comp.	9,272	$534K	0.2%	$47.67	—	Common	254709108
—	Tyco International	13,821	$532K	0.2%	$43.54	—	Common	G91442106
VTR	Ventas Inc.	8,540	$530K	0.2%	$48.29	+1.3%	Common	92276F100
—	BBandT Corp	13,054	$526K	0.2%	$33.83	—	Common	054937107
HUM	Humana Inc	2,730	$522K	0.2%	$71.14	+140.1%	Common	444859102
—	Mead Johnson Nutrition	5,698	$514K	0.2%	$88.35	—	Common	582839106
DVA	Davita Inc	6,464	$514K	0.2%	$67.34	+21.9%	Common	23918K108
—	CBS Corporation	9,245	$513K	0.2%	$48.89	—	Common	124857202
DOV	Dover Corp	7,213	$506K	0.2%	$47.83	+3.1%	Common	260003108
VRTX	Vertex Pharmaceuticals Inc	4,082	$504K	0.2%	$69.64	+80.9%	Common	92532F100
—	Baker Hughes Inc	8,170	$504K	0.2%	$63.55	—	Common	057224107
WY	Weyerhaeuser Co	15,946	$502K	0.2%	$20.57	+2.9%	Common	962166104
DLTR	Dollar Tree Inc	6,249	$494K	0.2%	$63.04	+25.4%	Common	256746108
CME	CME Group Inc	5,240	$488K	0.2%	$39.16	+57.3%	Common	12572Q105
CMG	Chipotle Mexican Grill Inc	790	$478K	0.2%	$9.08	+39.3%	Common	169656105
HSY	Hershey Foods Corp	5,314	$472K	0.2%	$68.44	+6.8%	Common	427866108
GIS	General Mills Inc	8,384	$467K	0.2%	$31.98	+21.3%	Common	370334104
—	National Oilwell Varco	9,526	$460K	0.1%	$71.54	—	Common	637071101
—	Starwood Hotels and Resorts	5,676	$460K	0.1%	$63.21	—	Common	85590A401
ICE	Intercontinental Exchange	2,047	$458K	0.1%	$35.59	+13.7%	Common	45866F104
EMN	Eastman Chemical Co	5,570	$456K	0.1%	$55.62	-1.4%	Common	277432100
PAYX	Paychex Inc	9,654	$453K	0.1%	$25.02	+41.6%	Common	704326107
—	Ace Limited	4,420	$449K	0.1%	$89.59	—	Common	H0023R105
ROST	Ross Stores Inc	9,142	$444K	0.1%	$36.76	+23.1%	Common	778296103
—	Whole Foods Market Inc	11,229	$443K	0.1%	$47.12	—	Common	966837106
WHR	Whirlpool Corp	2,539	$439K	0.1%	$126.36	+48.7%	Common	963320106
PH	Parker Hannifin Corp	3,757	$437K	0.1%	$75.97	+33.6%	Common	701094104
PPL	PPL Corp	14,801	$436K	0.1%	$16.36	+18.6%	Common	69351T106
—	Cameron International Corp	8,155	$427K	0.1%	$61.16	—	Common	13342B105
ISRG	Intuitive Surgical Inc	861	$417K	0.1%	$50.70	+10.4%	Common	46120E602
CCL	Carnival Corporation	8,393	$415K	0.1%	$27.66	+46.8%	Common	143658300
MU	Micron Technology Inc	21,952	$414K	0.1%	$18.97	+37.1%	Common	595112103
NUE	Nucor Corp	9,290	$409K	0.1%	$32.41	+14.9%	Common	670346105
MAR	Marriott International	5,438	$405K	0.1%	$36.65	+94.3%	Common	571903202
SWK	Stanley Black and Decker Inc	3,840	$404K	0.1%	$67.74	+14.6%	Common	854502101
XYL	Xylem, Inc	10,598	$393K	0.1%	$22.72	+40.1%	Common	98419M100
BEN	Franklin Resources Inc	7,976	$391K	0.1%	$29.22	+7.1%	Common	354613101
CAH	Cardinal Health Inc	4,550	$381K	0.1%	$59.98	+9.2%	Common	14149Y108
L	Loews Corp	9,894	$381K	0.1%	$39.69	-2.6%	Common	540424108
ADM	Archer Daniels Midland Co	7,850	$379K	0.1%	$28.85	+27.7%	Common	039483102
SYY	Sysco Corp	10,383	$375K	0.1%	$24.40	+15.9%	Common	871829107
MCK	McKesson Corp	1,664	$374K	0.1%	$101.46	+110.0%	Common	58155Q103
MAS	Masco Corp	13,683	$365K	0.1%	$20.22	0.0%	Common	574599106
—	Sigma Aldrich Corp	2,605	$363K	0.1%	$80.23	—	Common	826552101
CHRW	C. H. Robinson Worldwide Inc	5,690	$355K	0.1%	$51.14	0.0%	Common	12541W209
AKAM	Akamai Technologies, Inc.	5,069	$354K	0.1%	$41.83	+77.4%	Common	00971T101
RHI	Robert Half International Inc	6,317	$351K	0.1%	$34.44	+66.1%	Common	770323103
VRSN	Verisign Incorporated	5,480	$338K	0.1%	$45.93	+39.1%	Common	92343E102
BSX	Boston Scientific Corp	19,106	$338K	0.1%	$11.81	+51.3%	Common	101137107
—	Level 3 Communications, Inc.	6,374	$336K	0.1%	$49.42	—	Common	52729N308
MRSH	Marsh and McLennan Companies	5,930	$336K	0.1%	$31.19	+54.2%	Common	571748102
WDC	Western Digital Corp	4,218	$331K	0.1%	$35.69	+68.9%	Common	958102105
PRGO	Perrigo Company	1,776	$328K	0.1%	$157.83	+20.8%	Common	G97822103
HST	Host Marriott Corp	16,449	$326K	0.1%	$14.47	-9.6%	Common	44107P104
—	General Growth Properties Inc.	12,536	$322K	0.1%	$28.16	—	Common	370023103
GLW	Corning Inc	16,306	$322K	0.1%	$10.49	+53.7%	Common	219350105
AEP	American Electric Power	6,000	$318K	0.1%	$36.29	+4.7%	Common	025537101
GAP	Gap Inc	8,185	$312K	0.1%	$26.66	+1.8%	Common	364760108
FFIV	F5 Networks Inc	2,555	$307K	0.1%	$124.66	-1.4%	Common	315616102
—	Altera Corporation	5,948	$305K	0.1%	$36.31	—	Common	021441100
—	Seagate Technology	6,305	$299K	0.1%	$66.46	—	Common	G7945M107
SEE	GCB Sealed Air Corp	5,793	$298K	0.1%	$24.99	+61.0%	Common	81211K100
—	Suntrust Banks	6,766	$291K	0.1%	$31.63	—	Common	867914103
BALL	Ball Corp	4,084	$286K	0.1%	$21.59	+49.9%	Common	058498106
XEL	Xcel Energy Inc.	8,784	$283K	0.1%	$19.78	+21.6%	Common	98389B100
MTB	MandT Bank Corp	2,256	$282K	0.1%	$90.02	+1.5%	Common	55261F104
—	Sandisk Corp	4,838	$282K	0.1%	$70.48	—	Common	80004C101
DHI	D. R. Horton, Inc	10,244	$280K	0.1%	$23.91	0.0%	Common	23331A109
PGR	Progressive Corp	9,953	$277K	0.1%	$20.09	0.0%	Common	743315103
EL	Lauder Estee Companies Inc	3,190	$276K	0.1%	$64.09	+17.5%	Common	518439104
GPC	Genuine Parts Co	3,080	$276K	0.1%	$71.18	-4.8%	Common	372460105
—	Frontier Communications Corp	55,538	$275K	0.1%	$4.51	—	Common	35906A108
IP	International Paper Co	5,781	$275K	0.1%	$25.91	+21.6%	Common	460146103
CPB	Campbell Soup Co	5,670	$270K	0.1%	$30.86	+8.7%	Common	134429109
SRE	Sempra Energy	2,723	$269K	0.1%	$27.60	+37.1%	Common	816851109
M	Macy's Inc	3,933	$265K	0.1%	$46.44	+45.5%	Common	55616P104
CINF	Cincinnati Financial Corp	5,262	$264K	0.1%	$38.24	0.0%	Common	172062101
EXPE	Expedia, Inc.	2,388	$261K	0.1%	$78.79	+24.1%	Common	30212P303
—	Communications Sales and Leasing	10,540	$261K	0.1%	$24.76	—	Common	20341J104
RF	Regions Financial Corp	24,860	$258K	0.1%	$6.87	+0.9%	Common	7591EP100
—	FMC Technologies, Inc.	6,180	$256K	0.1%	$41.42	—	Common	30249U101
—	TE Connectivity	3,956	$254K	0.1%	$72.04	—	Common	H84989104
—	SCANA Corporation	4,988	$253K	0.1%	$49.12	—	Common	80589M102
ALLE	Allegion PLC	4,178	$251K	0.1%	$46.31	+17.7%	Common	G0176J109
—	Plum Creek Timber Company Inc	6,180	$251K	0.1%	$40.61	—	Common	729251108
BWA	Borg-Warner Automotive	4,390	$250K	0.1%	$41.30	+10.0%	Common	099724106
DTE	DTE Energy Company	3,270	$244K	0.1%	$38.29	+22.3%	Common	233331107
HOG	Harley-Davidson Inc	4,305	$243K	0.1%	$54.04	+5.8%	Common	412822108
—	Citrix Systems Inc	3,452	$242K	0.1%	$62.57	—	Common	177376100
NEM	Newmont Mining Corrporation	10,380	$242K	0.1%	$19.78	-1.2%	Common	651639106
—	Nabors Industries Ltd	16,686	$241K	0.1%	$13.11	—	Common	G6359F103
FIS	Fidelity Nat'l Information Svs	3,862	$239K	0.1%	$40.05	+33.1%	Common	31620M106
—	Symantec Corp	10,288	$239K	0.1%	$22.45	—	Common	871503108
NVDA	Nvidia Corp	11,848	$238K	0.1%	$0.47	+12.0%	Common	67066G104
—	Kansas City Southern	2,586	$236K	0.1%	$105.96	—	Common	485170302
BBY	Best Buy Inc NT	7,220	$235K	0.1%	$24.19	0.0%	Common	086516101
AVY	Avery Dennison Corp	3,846	$234K	0.1%	$43.09	+10.6%	Common	053611109
PCAR	Paccar Inc	3,666	$234K	0.1%	$24.01	+19.8%	Common	693718108
—	Red Hat Inc	3,075	$233K	0.1%	$69.27	—	Common	756577102
ADSK	Autodesk Inc	4,626	$232K	0.1%	$37.26	+53.4%	Common	052769106
MOS	Mosaic Co	4,920	$231K	0.1%	$37.52	-2.3%	Common	61945C103
—	QEP Resources Inc	12,478	$231K	0.1%	$27.36	—	Common	74733V100
—	Gannett Co	6,184	$230K	0.1%	$35.41	—	Common	364730101
—	CenturyLink Inc	7,688	$226K	0.1%	$35.31	—	Common	156700106
—	Discovery Communications Inc	6,791	$226K	0.1%	$77.31	—	Common	25470F104
NI	NiSource Inc	4,934	$225K	0.1%	$11.47	+10.6%	Common	65473P105
A	Agilent Technologies Inc	5,785	$223K	0.1%	$27.97	+36.2%	Common	00846U101
WU	Western Union	10,989	$223K	0.1%	$17.11	—	Common	959802109
—	Wyndham Worldwide Corp	2,711	$222K	0.1%	$85.58	—	Common	98310W108
—	Juniper Networks Inc	8,505	$221K	0.1%	$23.87	—	Common	48203R104
—	CA Inc	7,512	$220K	0.1%	$28.62	—	Common	12673P105
—	Discovery Communications Inc	6,791	$211K	0.1%	$43.00	—	Common	25470F302
HIG	Hartford Financial Svcs Group	4,990	$207K	0.1%	$31.27	+6.5%	Common	416515104
CMA	Comerica Inc	4,021	$206K	0.1%	$32.58	0.0%	Common	200340107
NTAP	NetApp Inc	6,524	$206K	0.1%	$26.74	-1.1%	Common	64110D104
FLS	Flowserve Corp	3,900	$205K	0.1%	$51.25	-11.9%	Common	34354P105
HBAN	Huntington Bancshares	18,154	$205K	0.1%	$6.44	+13.5%	Common	446150104
—	Cigna Corp	1,255	$203K	0.1%	$161.75	—	Common	125509109
—	Noble Corp	13,071	$201K	0.1%	$16.60	—	Common	G65431101
RIG	Transocean Ltd Switzerland	11,520	$186K	0.1%	$24.98	-27.9%	Common	H8817H100
—	Denbury Resources Inc	28,879	$184K	0.1%	$11.58	—	Common	247916208
—	Staples Inc	11,780	$180K	0.1%	$11.66	—	Common	855030102
—	Xerox Corp	15,601	$166K	0.1%	$9.10	—	Common	984121103
AES	AES Corp	11,874	$157K	0.1%	$8.29	+9.3%	Common	00130H105
—	Avon Products	24,222	$152K	0.0%	$13.01	—	Common	054303102