Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	Apple Inc	108,395	$11.96M	4.1%	$110.30 *	$17.96	+46.4%	Common	037833100
MSFT	Microsoft Corp	157,034	$6.95M	2.4%	$44.26 *	$28.09	+38.6%	Common	594918104
JNJ	Johnson and Johnson	56,179	$5.244M	1.8%	$93.34 *	$59.66	+21.5%	Common	478160104
MMM	3M Co	31,632	$4.484M	1.5%	$141.76 *	$74.56	+17.4%	Common	88579Y101
WFC	Wells Fargo and Company	80,053	$4.111M	1.4%	$51.35 *	$28.94	+41.9%	Common	949746101
BRK/B	Berkshire Hathaway	29,897	$3.899M	1.3%	$130.41 *	$110.02	+24.5%	Common	084670702
JPM	JPMorgan Chase and Co	57,942	$3.533M	1.2%	$60.97 *	$36.66	+35.3%	Common	46625H100
—	Google Inc.	5,519	$3.523M	1.2%	$638.34	$849.66	—	Common	38259P508
META	Facebook Inc	38,630	$3.473M	1.2%	$89.90	$55.49	+64.2%	Common	30303M102
DIS	Walt Disney Co	33,436	$3.417M	1.2%	$102.20 *	$56.11	+77.7%	Common	254687106
HD	Home Depot Inc	29,553	$3.413M	1.2%	$115.49 *	$58.16	+55.5%	Common	437076102
KO	Coca Cola Company	83,270	$3.341M	1.2%	$40.12 *	$27.81	+3.7%	Common	191216100
PEP	Pepsico Inc	35,311	$3.33M	1.1%	$94.30 *	$56.77	+22.4%	Common	713448108
AMZN	Amazon.com Inc	6,436	$3.295M	1.1%	$511.96 *	$13.32	+89.8%	Common	023135106
PG	Procter and Gamble Co	45,334	$3.261M	1.1%	$71.93 *	$55.24	+2.0%	Common	742718109
T	ATandT Inc	99,990	$3.258M	1.1%	$32.58 *	$11.50	+6.7%	Common	00206R102
UPS	United Parcel Service	31,987	$3.157M	1.1%	$98.70 *	$62.92	+7.8%	Common	911312106
—	Google Inc.	5,183	$3.153M	1.1%	$608.33	$571.29	—	Common	38259P706
VZ	Verizon Communications Inc	70,310	$3.059M	1.1%	$43.51 *	$26.99	+0.1%	Common	92343V104
MRK	Merck and Co Inc	60,805	$3.003M	1.0%	$49.39 *	$31.46	+22.1%	Common	58933Y105
INTC	Intel Corp	97,421	$2.936M	1.0%	$30.14 *	$17.90	+26.4%	Common	458140100
COP	ConocoPhillips	58,377	$2.8M	1.0%	$47.96 *	$42.49	-13.4%	Common	20825C104
GILD	Gilead Sciences Inc	27,932	$2.743M	0.9%	$98.20 *	$36.21	+114.0%	Common	375558103
UNH	UnitedHealth Group Inc	23,106	$2.681M	0.9%	$116.03 *	$58.60	+72.7%	Common	91324P102
CVS	CVS/Caremark Corp	27,568	$2.66M	0.9%	$96.49 *	$48.90	+59.1%	Common	126650100
V	Visa Inc. - class A	38,164	$2.659M	0.9%	$69.67 *	$57.19	+16.1%	Common	92826C839
CMCSA	Comcast Corp	46,392	$2.639M	0.9%	$56.88 *	$15.62	+49.4%	Common	20030N101
LLY	Eli Lilly and Co	30,295	$2.535M	0.9%	$83.68 *	$51.28	+37.4%	Common	532457108
MCD	McDonalds Corp	24,360	$2.4M	0.8%	$98.52 *	$71.89	+4.8%	Common	580135101
BAC	Bank of America Corp	153,220	$2.387M	0.8%	$15.58 *	$10.39	+29.4%	Common	060505104
CSCO	Cisco Systems Inc	90,139	$2.366M	0.8%	$26.25 *	$15.45	+26.7%	Common	17275R102
AMGN	Amgen Inc	16,327	$2.258M	0.8%	$138.30 *	$73.34	+58.5%	Common	031162100
ABBV	ABBVIE Inc	41,103	$2.236M	0.8%	$54.40 *	$29.64	+43.5%	Common	00287Y109
ORCL	Oracle Corp	61,268	$2.213M	0.8%	$36.12 *	$27.58	+19.3%	Common	68389X105
BMY	Bristol-Myers Squibb Co	37,107	$2.197M	0.8%	$59.21 *	$30.80	+44.6%	Common	110122108
IBM	IBM Corp	15,107	$2.19M	0.8%	$144.97 *	$118.74	-19.7%	Common	459200101
C	Citigroup Inc	43,026	$2.135M	0.7%	$49.62 *	$35.91	+13.5%	Common	172967424
OXY	Occidental Petroleum Corp	31,500	$2.084M	0.7%	$66.16 *	$59.43	-13.6%	Common	674599105
MA	Mastercard Inc - Class A	23,005	$2.073M	0.7%	$90.11 *	$71.58	+23.4%	Common	57636Q104
MDT	Medtronic PLC	30,912	$2.069M	0.7%	$66.93 *	$58.80	-3.1%	Common	G5960L103
—	Allergan	7,444	$2.023M	0.7%	$271.76	$303.47	—	Common	G0177J108
WMT	Wal Mart Stores	30,524	$1.979M	0.7%	$64.83 *	$20.00	-5.5%	Common	931142103
MDLZ	Mondelez International Inc	46,295	$1.938M	0.7%	$41.86 *	$23.20	+46.7%	Common	609207105
SLB	Schlumberger Ltd	26,911	$1.856M	0.6%	$68.97 *	$64.85	-9.1%	Common	806857108
—	Celgene Corp	16,758	$1.813M	0.6%	$108.19	$107.21	—	Common	151020104
QCOM	Qualcomm Inc	32,565	$1.75M	0.6%	$53.74 *	$45.06	-2.0%	Common	747525103
NEE	NextEra Energy Inc	16,875	$1.646M	0.6%	$97.54 *	$16.07	+21.0%	Common	65339F101
SBUX	Starbucks Corp	28,758	$1.635M	0.6%	$56.85 *	$32.65	+38.8%	Common	855244109
—	Express Scripts Inc	19,978	$1.617M	0.6%	$80.94	$69.92	—	Common	30219G108
TMO	Thermo Electron Corporation	12,689	$1.552M	0.5%	$122.31 *	$97.08	+30.1%	Common	883556102
NKE	Nike Inc	12,530	$1.541M	0.5%	$122.98 *	$26.53	+86.9%	Common	654106103
UNP	Union Pacific Corp	17,062	$1.508M	0.5%	$88.38 *	$67.66	+6.7%	Common	907818108
AXP	American Express	19,864	$1.473M	0.5%	$74.15 *	$59.62	+11.1%	Common	025816109
KMI	Kinder Morgan	51,309	$1.42M	0.5%	$27.68 *	$21.15	-7.6%	Common	49456B101
BIIB	Biogen Idec Inc	4,807	$1.403M	0.5%	$291.87 *	$224.26	+47.3%	Common	09062X103
—	Praxair Inc	13,735	$1.399M	0.5%	$101.86	$116.67	—	Common	74005P104
CL	Colgate-Palmolive Co	21,210	$1.346M	0.5%	$63.46 *	$46.17	+11.1%	Common	194162103
PSX	Phillips 66	17,404	$1.337M	0.5%	$76.82 *	$42.30	+27.8%	Common	718546104
—	Time Warner Inc	18,964	$1.304M	0.4%	$68.76	$58.37	—	Common	887317303
—	Walgreen Co	15,528	$1.29M	0.4%	$83.08	$83.06	—	Common	931427108
—	Priceline.com Inc	1,030	$1.274M	0.4%	$1236.89	$826.21	—	Common	741503403
FDX	FEDEX Corp	8,807	$1.268M	0.4%	$143.98 *	$100.21	+36.0%	Common	31428X106
EMR	Emerson Electric Co	28,451	$1.257M	0.4%	$44.18 *	$42.09	-11.3%	Common	291011104
USB	U.S. Bancorp	30,583	$1.254M	0.4%	$41.00 *	$22.84	+30.5%	Common	902973304
AIG	American International Group	21,857	$1.242M	0.4%	$56.82 *	$33.63	+40.3%	Common	026874784
—	Du Pont (E.I.) De Nemours	25,607	$1.234M	0.4%	$48.19	$53.29	—	Common	263534109
LOW	Lowe's Companies	17,846	$1.23M	0.4%	$68.92 *	$32.16	+77.1%	Common	548661107
ROK	Rockwell Automation Inc	12,091	$1.227M	0.4%	$101.48 *	$81.31	+13.7%	Common	773903109
SPG	Simon Property Group Inc	6,633	$1.219M	0.4%	$183.78 *	$88.80	+22.5%	Common	828806109
COST	Costco Wholesale Corp	8,336	$1.205M	0.4%	$144.55 *	$89.61	+33.5%	Common	22160K105
ACN	Accenture PLC	12,232	$1.202M	0.4%	$98.27 *	$63.81	+31.3%	Common	G1151C101
KHC	HJ Heinz	16,728	$1.181M	0.4%	$70.60 *	$47.82	0.0%	Common	500754106
DUK	Duke Energy Corp	15,864	$1.141M	0.4%	$71.92 *	$42.83	+10.2%	Common	26441C204
GS	Goldman Sachs Group Inc	6,557	$1.139M	0.4%	$173.71 *	$120.06	+32.3%	Common	38141G104
ITW	Illinois Tool Works Inc	13,718	$1.129M	0.4%	$82.30 *	$53.34	+28.1%	Common	452308109
SO	Southern Co	24,911	$1.114M	0.4%	$44.72 *	$26.52	+6.8%	Common	842587107
PPG	PPG Industries Inc	12,671	$1.111M	0.4%	$87.68 *	$83.22	+1.4%	Common	693506107
TGT	Target Corp	13,697	$1.077M	0.4%	$78.63 *	$47.54	+23.4%	Common	87612E106
—	EMC Corp / Mass	43,902	$1.061M	0.4%	$24.17	$25.29	—	Common	268648102
ROP	Roper Industries Inc	6,574	$1.03M	0.4%	$156.68	$126.47	+22.7%	Common	776696106
—	Chubb Corp	8,369	$1.026M	0.4%	$122.60	$84.60	—	Common	171232101
ABT	Abbott Laboratories	25,520	$1.026M	0.4%	$40.20 *	$37.71	+2.9%	Common	002824100
APD	Air Products and Chemicals Inc	8,036	$1.025M	0.4%	$127.55 *	$61.55	+59.9%	Common	009158106
ECL	Ecolab Inc	9,278	$1.018M	0.4%	$109.72 *	$73.48	+35.8%	Common	278865100
EOG	EOG Resources, Inc	13,462	$980K	0.3%	$72.80 *	$61.60	-7.2%	Common	26875P101
MET	MetLife Inc	20,563	$970K	0.3%	$47.17 *	$25.32	+29.9%	Common	59156R108
—	Time Warner Cable Inc	5,375	$964K	0.3%	$179.35	$112.53	—	Common	88732J207
F	Ford Motor Co	70,233	$953K	0.3%	$13.57 *	$7.86	+3.7%	Common	345370860
—	Spectra Energy Corp	36,042	$947K	0.3%	$26.27	$34.46	—	Common	847560109
ORLY	O'Reilly Automotive Inc	3,768	$942K	0.3%	$250.00 *	$10.19	+58.5%	Common	67103H107
AMT	American Tower Corp	10,594	$932K	0.3%	$87.97 *	$59.51	+22.6%	Common	03027X100
CCI	Crown Castle Intl Corp	11,808	$931K	0.3%	$78.84 *	$50.35	+4.6%	Common	22822V101
GM	General Motors Corp	30,620	$919K	0.3%	$30.01 *	$26.38	-8.4%	Common	37045V100
TXN	Texas Instruments Inc	18,499	$916K	0.3%	$49.52 *	$25.31	+45.1%	Common	882508104
TJX	TJX Companies Inc	12,650	$903K	0.3%	$71.38 *	$20.82	+45.8%	Common	872540109
—	Blackrock, Inc	3,020	$898K	0.3%	$297.35	$256.74	—	Common	09247X101
KMB	Kimberly-Clark Corp	8,229	$897K	0.3%	$109.00 *	$63.06	+22.7%	Common	494368103
ADP	Automatic Data Processing	11,012	$885K	0.3%	$80.37 *	$45.09	+41.7%	Common	053015103
NFLX	Netflix Inc	8,526	$880K	0.3%	$103.21 *	$9.91	+8.4%	Common	64110L106
AFL	AFLAC Inc	14,464	$841K	0.3%	$58.14 *	$23.95	-1.1%	Common	001055102
ADI	Analog Devices	14,680	$828K	0.3%	$56.40 *	$35.95	+31.2%	Common	032654105
TRV	Travelers Cos Inc/The	8,175	$814K	0.3%	$99.57 *	$63.44	+28.2%	Common	89417E109
SHW	Sherwin-Williams Co	3,622	$807K	0.3%	$222.81 *	$69.03	+15.3%	Common	824348106
NSC	Norfolk Southern Corp	10,545	$806K	0.3%	$76.43 *	$62.94	+3.5%	Common	655844108
—	Avago Technologies Ltd	6,441	$805K	0.3%	$124.98	$100.61	—	Common	Y0486S104
—	Aon	9,088	$805K	0.3%	$88.58	$70.32	—	Common	G0408V102
ADBE	Adobe Systems Inc	9,796	$805K	0.3%	$82.18	$50.79	+59.6%	Common	00724F101
DAL	Delta Air Lines	17,886	$803K	0.3%	$44.90 *	$26.68	+48.2%	Common	247361702
PRU	Prudential Financial Inc	10,440	$796K	0.3%	$76.25 *	$45.30	+17.0%	Common	744320102
ELV	Anthem Inc	5,655	$792K	0.3%	$140.05 *	$105.54	+23.0%	Common	036752103
—	AGL Resources Inc.	12,965	$791K	0.3%	$61.01	$42.88	—	Common	001204106
COF	Capital One Financial Corp	10,900	$790K	0.3%	$72.48 *	$49.69	+34.0%	Common	14040H105
DE	Deere and Co	10,637	$787K	0.3%	$73.99	$69.74	+5.2%	Common	244199105
LUV	Southwest Airlines Co	20,508	$780K	0.3%	$38.03 *	$34.02	-3.8%	Common	844741108
SCHW	Schwab (Charles) Corp	27,149	$775K	0.3%	$28.55	$19.32	+46.1%	Common	808513105
—	Kellogg Co	11,628	$774K	0.3%	$66.56 *	$39.48	+9.6%	Common	487836108
CRM	Salesforce.com Inc	10,903	$757K	0.3%	$69.43	$40.78	+71.7%	Common	79466L302
CTSH	Cognizant Technology Solutions	11,980	$750K	0.3%	$62.60 *	$36.88	+50.9%	Common	192446102
CSX	CSX Corp	27,725	$746K	0.3%	$26.91 *	$8.06	+3.9%	Common	126408103
—	McGraw-Hill Companies, Inc	8,616	$745K	0.3%	$86.47	$53.16	—	Common	580645109
—	Hewlett Packard Co	28,901	$740K	0.3%	$25.60	$24.81	—	Common	428236103
MS	Morgan Stanley Dean Witter	22,811	$719K	0.2%	$31.52 *	$17.33	+57.3%	Common	617446448
EQR	Equity Residential	9,459	$711K	0.2%	$75.17 *	$36.70	+18.0%	Common	29476L107
GWW	Grainger W W Inc	3,277	$705K	0.2%	$215.14 *	$206.87	-8.1%	Common	384802104
—	Alexion Pharmaceuticals Inc	4,425	$692K	0.2%	$156.38	$92.20	—	Common	015351109
KR	Kroger Co	19,164	$691K	0.2%	$36.06 *	$22.67	+33.1%	Common	501044101
PNC	PNC Financial Services Group	7,721	$689K	0.2%	$89.24 *	$47.34	+43.0%	Common	693475105
OMC	Omnicom Group	10,435	$688K	0.2%	$65.93 *	$44.73	+10.1%	Common	681919106
—	Johnson Controls Inc	16,631	$688K	0.2%	$41.37	$42.72	—	Common	478366107
—	Hess	13,630	$682K	0.2%	$50.04	$72.43	—	Common	42809H107
FISV	Fiserv Inc	7,858	$681K	0.2%	$86.66 *	$27.51	+57.2%	Common	337738108
AMP	Ameriprise Financial Inc	6,167	$673K	0.2%	$109.13 *	$80.05	+18.3%	Common	03076C106
REGN	Regeneron Pharmaceuticals	1,440	$670K	0.2%	$465.28 *	$391.09	+36.6%	Common	75886F107
—	Anadarko Petroleum Corp	11,046	$667K	0.2%	$60.38	$87.85	—	Common	032511107
PSA	Public Storage Inc.	3,142	$665K	0.2%	$211.65 *	$97.16	+39.2%	Common	74460D109
SYK	Stryker Corp	7,068	$665K	0.2%	$94.09 *	$62.37	+40.9%	Common	863667101
VFC	V F Corp	9,543	$651K	0.2%	$68.22	$51.36	+33.4%	Common	918204108
—	Delphi Automotive PLC	8,505	$647K	0.2%	$76.07	$58.14	—	Common	G27823106
ED	Consolidated Edison Inc	9,561	$639K	0.2%	$66.83 *	$37.19	+16.8%	Common	209115104
—	Broadcom Corp	12,158	$625K	0.2%	$51.41	$35.31	—	Common	111320107
WMB	Williams Companies Inc	16,882	$622K	0.2%	$36.84 *	$18.20	+50.7%	Common	969457100
—	Health Care REIT Inc	9,176	$621K	0.2%	$67.68	$75.63	—	Common	42217K106
AVB	Avalonbay Communities Inc	3,510	$614K	0.2%	$174.93 *	$108.21	+10.4%	Common	053484101
LYB	LynondellBasell Industries	7,340	$612K	0.2%	$83.38 *	$43.33	+15.0%	Common	N53745100
INTU	Intuit Inc	6,883	$611K	0.2%	$88.77	$54.39	+64.4%	Common	461202103
PYPL	Paypal Holdings Inc	19,255	$598K	0.2%	$31.06 *	$35.85	0.0%	Common	70450Y103
EW	Edwards Lifesciences Corp	4,114	$585K	0.2%	$142.20 *	$16.83	+43.4%	Common	28176E108
—	Marathon Oil	37,946	$584K	0.2%	$15.39	$33.67	—	Common	565849106
PRGO	Perrigo Company	3,656	$575K	0.2%	$157.28 *	$171.00	+7.3%	Common	G97822103
NTRS	Northern Trust	8,415	$574K	0.2%	$68.21 *	$40.35	+37.6%	Common	665859104
CMG	Chipotle Mexican Grill Inc	790	$569K	0.2%	$720.25 *	$9.08	+56.6%	Common	169656105
STT	State Street Corp	8,460	$569K	0.2%	$67.26 *	$46.67	+18.5%	Common	857477103
TROW	T Rowe Price Group Inc	8,045	$559K	0.2%	$69.48 *	$47.69	+6.9%	Common	74144T108
ZBH	Zimmer Holdings Inc	5,940	$558K	0.2%	$93.94 *	$83.52	+10.2%	Common	98956P102
BK	Bank of New York Mellon Corp	14,064	$551K	0.2%	$39.18 *	$22.73	+40.8%	Common	064058100
YUM	YUM! Brands Inc	6,767	$541K	0.2%	$79.95 *	$38.97	+27.9%	Common	988498101
MUR	Murphy Oil Corp	21,806	$528K	0.2%	$24.21 *	$34.60	-37.8%	Common	626717102
MNST	Monster Beverage Corporation	3,886	$525K	0.2%	$135.10 *	$22.33	+5.0%	Common	61174X109
APH	Amphenol Corp	10,146	$517K	0.2%	$50.96 *	$10.01	+21.5%	Common	032095101
—	Yahoo	17,787	$514K	0.2%	$28.90	$37.52	—	Common	984332106
ALL	Allstate Corp	8,739	$509K	0.2%	$58.24 *	$37.12	+34.1%	Common	020002101
MPC	Marathon Petroleum Corp	10,896	$505K	0.2%	$46.35 *	$31.44	+18.4%	Common	56585A102
PNR	Pentair Inc	9,840	$502K	0.2%	$51.02 *	$37.73	-12.5%	Common	G7S00T104
—	Cameron International Corp	8,155	$500K	0.2%	$61.31	$61.16	—	Common	13342B105
—	Cerner Corp	8,234	$494K	0.2%	$60.00	$96.07	—	Common	156782104
—	Ingersoll Rand PLC Com Stk	9,723	$494K	0.2%	$50.81	$55.54	—	Common	G47791101
HUM	Humana Inc	2,730	$489K	0.2%	$179.12 *	$71.14	+139.0%	Common	444859102
HSY	Hershey Foods Corp	5,314	$488K	0.2%	$91.83 *	$68.44	+3.8%	Common	427866108
PPL	PPL Corp	14,801	$487K	0.2%	$32.90 *	$16.36	+20.2%	Common	69351T106
CME	CME Group Inc	5,240	$486K	0.2%	$92.75 *	$39.16	+61.1%	Common	12572Q105
—	Discover Financial Serv. Comp.	9,272	$482K	0.2%	$51.98	$47.67	—	Common	254709108
ICE	Intercontinental Exchange	2,047	$481K	0.2%	$234.98 *	$35.59	+13.8%	Common	45866F104
VTR	Ventas Inc.	8,540	$479K	0.2%	$56.09 *	$48.29	-14.0%	Common	92276F100
BAX	Baxter International Inc	14,491	$476K	0.2%	$32.85 *	$30.65	+4.6%	Common	071813109
GIS	General Mills Inc	8,384	$471K	0.2%	$56.18 *	$31.98	+25.0%	Common	370334104
—	Aetna Inc	4,309	$471K	0.2%	$109.31	$63.60	—	Common	00817Y108
EBAY	Ebay Inc	19,255	$471K	0.2%	$24.46 *	$20.18	+18.6%	Common	278642103
DVA	Davita Inc	6,464	$468K	0.2%	$72.40 *	$67.34	+15.1%	Common	23918K108
—	Baxalta Inc	14,751	$465K	0.2%	$31.52	$31.52	—	Common	07177M103
—	BBandT Corp	13,054	$465K	0.2%	$35.62	$33.83	—	Common	054937107
ETN	Eaton Corp	9,050	$464K	0.2%	$51.27 *	$52.31	-11.1%	Common	G29183103
—	Tyco International	13,821	$462K	0.2%	$33.43	$43.54	—	Common	G91442106
PAYX	Paychex Inc	9,654	$460K	0.2%	$47.65 *	$25.02	+36.3%	Common	704326107
—	Ace Limited	4,420	$457K	0.2%	$103.39	$89.59	—	Common	H0023R105
AMAT	Applied Materials	30,138	$443K	0.2%	$14.70	$15.52	-5.0%	Common	038222105
ROST	Ross Stores Inc	9,142	$443K	0.2%	$48.46 *	$36.76	+25.4%	Common	778296103
EQT	EQT Corporation	6,808	$441K	0.2%	$64.78 *	$38.93	-3.7%	Common	26884L109
—	Noble Energy Incorporated	14,482	$437K	0.2%	$30.18	$58.54	—	Common	655044105
WY	Weyerhaeuser Co	15,946	$436K	0.2%	$27.34 *	$20.57	-4.8%	Common	962166104
VRTX	Vertex Pharmaceuticals Inc	4,082	$425K	0.1%	$104.12 *	$69.64	+84.5%	Common	92532F100
—	Baker Hughes Inc	8,170	$425K	0.1%	$52.02	$63.55	—	Common	057224107
CCL	Carnival Corporation	8,393	$417K	0.1%	$49.68 *	$27.66	+59.2%	Common	143658300
DLTR	Dollar Tree Inc	6,249	$417K	0.1%	$66.73 *	$63.04	+19.1%	Common	256746108
DOV	Dover Corp	7,213	$412K	0.1%	$57.12 *	$47.83	-11.8%	Common	260003108
SYY	Sysco Corp	10,383	$405K	0.1%	$39.01 *	$24.40	+19.2%	Common	871829107
—	Mead Johnson Nutrition	5,698	$401K	0.1%	$70.38	$88.35	—	Common	582839106
ISRG	Intuitive Surgical Inc	861	$396K	0.1%	$459.93 *	$50.70	+11.7%	Common	46120E602
—	Apache Corp	9,988	$391K	0.1%	$39.15	$83.80	—	Common	037411105
VRSN	Verisign Incorporated	5,480	$387K	0.1%	$70.62 *	$45.93	+47.0%	Common	92343E102
CHRW	C. H. Robinson Worldwide Inc	5,690	$386K	0.1%	$67.84 *	$51.14	+2.6%	Common	12541W209
—	Starwood Hotels and Resorts	5,676	$377K	0.1%	$66.42	$63.21	—	Common	85590A401
WHR	Whirlpool Corp	2,539	$374K	0.1%	$147.30 *	$126.36	+33.9%	Common	963320106
SWK	Stanley Black and Decker Inc	3,840	$372K	0.1%	$96.88 *	$67.74	+16.4%	Common	854502101
MAR	Marriott International	5,438	$371K	0.1%	$68.22 *	$36.65	+78.3%	Common	571903202
—	CBS Corporation	9,245	$369K	0.1%	$39.91	$48.89	—	Common	124857202
EXPD	Expeditors Int'l of Washington	7,851	$369K	0.1%	$47.00 *	$41.35	0.0%	Common	302130109
PH	Parker Hannifin Corp	3,757	$366K	0.1%	$97.42 *	$75.97	+20.6%	Common	701094104
—	Sigma Aldrich Corp	2,605	$362K	0.1%	$138.96	$80.23	—	Common	826552101
EMN	Eastman Chemical Co	5,570	$360K	0.1%	$64.63 *	$55.62	-5.1%	Common	277432100
—	National Oilwell Varco	9,526	$359K	0.1%	$37.69	$71.54	—	Common	637071101
L	Loews Corp	9,894	$358K	0.1%	$36.18	$39.69	-10.3%	Common	540424108
—	Viacom Inc New	8,271	$357K	0.1%	$43.16	$68.01	—	Common	92553P201
—	Whole Foods Market Inc	11,229	$355K	0.1%	$31.61	$47.12	—	Common	966837106
AKAM	Akamai Technologies, Inc.	5,069	$350K	0.1%	$69.05 *	$41.83	+72.4%	Common	00971T101
CAH	Cardinal Health Inc	4,550	$350K	0.1%	$76.92 *	$59.98	+3.9%	Common	14149Y108
NUE	Nucor Corp	9,290	$349K	0.1%	$37.57 *	$32.41	+3.4%	Common	670346105
XYL	Xylem, Inc	10,598	$348K	0.1%	$32.84 *	$22.72	+30.1%	Common	98419M100
MAS	Masco Corp	13,683	$345K	0.1%	$25.21 *	$20.22	+8.8%	Common	574599106
AEP	American Electric Power	6,000	$341K	0.1%	$56.83 *	$36.29	+5.9%	Common	025537101
WDC	Western Digital Corp	4,218	$335K	0.1%	$79.42 *	$35.69	+42.6%	Common	958102105
—	Mylan Laboratories	8,313	$335K	0.1%	$40.30	$67.85	—	Common	N59465109
MU	Micron Technology Inc	21,952	$329K	0.1%	$14.99 *	$18.97	-11.5%	Common	595112103
—	General Growth Properties Inc.	12,536	$326K	0.1%	$26.01	$28.16	—	Common	370023103
ADM	Archer Daniels Midland Co	7,850	$325K	0.1%	$41.40 *	$28.85	+16.2%	Common	039483102
RHI	Robert Half International Inc	6,317	$323K	0.1%	$51.13 *	$34.44	+56.3%	Common	770323103
BSX	Boston Scientific Corp	19,106	$314K	0.1%	$16.43 *	$11.81	+44.7%	Common	101137107
XEL	Xcel Energy Inc.	8,784	$311K	0.1%	$35.41 *	$19.78	+24.2%	Common	98389B100
MRSH	Marsh and McLennan Companies	5,930	$310K	0.1%	$52.28 *	$31.19	+49.8%	Common	571748102
MCK	McKesson Corp	1,664	$308K	0.1%	$185.10 *	$101.46	+92.8%	Common	58155Q103
PGR	Progressive Corp	9,953	$305K	0.1%	$30.64 *	$20.09	+10.8%	Common	743315103
FAST	Fastenal Company	8,253	$302K	0.1%	$36.59 *	$7.53	0.0%	Common	311900104
DHI	D. R. Horton, Inc	10,244	$301K	0.1%	$29.38 *	$23.91	+9.9%	Common	23331A109
—	Gannett Co	20,363	$300K	0.1%	$14.73	$14.73	—	Common	36473H104
—	Altera Corporation	5,948	$298K	0.1%	$50.10	$36.31	—	Common	021441100
BEN	Franklin Resources Inc	7,976	$297K	0.1%	$37.24 *	$29.22	-9.3%	Common	354613101
FFIV	F5 Networks Inc	2,555	$296K	0.1%	$115.85 *	$124.66	-1.8%	Common	315616102
NVDA	Nvidia Corp	11,848	$292K	0.1%	$24.65 *	$0.47	+12.2%	Common	67066G104
CPB	Campbell Soup Co	5,670	$287K	0.1%	$50.62 *	$30.86	+15.1%	Common	134429109
CINF	Cincinnati Financial Corp	5,262	$283K	0.1%	$53.78 *	$38.24	+5.2%	Common	172062101
—	Seagate Technology	6,305	$282K	0.1%	$44.73	$66.46	—	Common	G7945M107
EXPE	Expedia, Inc.	2,388	$281K	0.1%	$117.67 *	$78.79	+38.5%	Common	30212P303
—	SCANA Corporation	4,988	$281K	0.1%	$56.34	$49.12	—	Common	80589M102
GLW	Corning Inc	16,306	$279K	0.1%	$17.11 *	$10.49	+30.0%	Common	219350105
—	Level 3 Communications, Inc.	6,374	$278K	0.1%	$43.61	$49.42	—	Common	52729N308
MTB	MandT Bank Corp	2,256	$275K	0.1%	$121.90 *	$90.02	+3.6%	Common	55261F104
SEE	GCB Sealed Air Corp	5,793	$272K	0.1%	$46.95 *	$24.99	+73.5%	Common	81211K100
BBY	Best Buy Inc NT	7,220	$268K	0.1%	$37.12 *	$24.19	-2.7%	Common	086516101
—	Frontier Communications Corp	55,538	$264K	0.1%	$4.75	$4.51	—	Common	35906A108
DTE	DTE Energy Company	3,270	$263K	0.1%	$80.43 *	$38.29	+23.4%	Common	233331107
SRE	Sempra Energy	2,723	$263K	0.1%	$96.58 *	$27.60	+28.4%	Common	816851109
—	Sandisk Corp	4,838	$263K	0.1%	$54.36	$70.48	—	Common	80004C101
HST	Host Marriott Corp	16,449	$260K	0.1%	$15.81 *	$14.47	-15.2%	Common	44107P104
FIS	Fidelity Nat'l Information Svs	3,862	$259K	0.1%	$67.06 *	$40.05	+39.0%	Common	31620M106
—	Suntrust Banks	6,766	$259K	0.1%	$38.28	$31.63	—	Common	867914103
EL	Lauder Estee Companies Inc	3,190	$257K	0.1%	$80.56 *	$64.09	+14.4%	Common	518439104
GPC	Genuine Parts Co	3,080	$255K	0.1%	$82.79 *	$71.18	-10.4%	Common	372460105
BALL	Ball Corp	4,084	$254K	0.1%	$62.19 *	$21.59	+40.9%	Common	058498106
—	Plum Creek Timber Company Inc	6,180	$244K	0.1%	$39.48	$40.61	—	Common	729251108
ALLE	Allegion PLC	4,178	$241K	0.1%	$57.68 *	$46.31	+17.3%	Common	G0176J109
—	Citrix Systems Inc	3,452	$239K	0.1%	$69.24	$62.57	—	Common	177376100
—	TE Connectivity	3,956	$237K	0.1%	$59.91	$72.04	—	Common	H84989104
HOG	Harley-Davidson Inc	4,305	$236K	0.1%	$54.82 *	$54.04	+4.4%	Common	412822108
—	Kansas City Southern	2,586	$235K	0.1%	$90.87	$105.96	—	Common	485170302
—	Ensco PLC	16,590	$234K	0.1%	$14.10	$14.10	—	Common	G3157S106
GAP	Gap Inc	8,185	$233K	0.1%	$28.47 *	$26.66	-10.8%	Common	364760108
AIZ	Assurant Incorporated	2,924	$231K	0.1%	$79.00 *	$60.66	0.0%	Common	04621X108
HIG	Hartford Financial Svcs Group	4,990	$228K	0.1%	$45.69 *	$31.27	+18.3%	Common	416515104
RF	Regions Financial Corp	24,860	$224K	0.1%	$9.01 *	$6.87	-0.4%	Common	7591EP100
EIX	Edison International	3,537	$223K	0.1%	$63.05 *	$39.30	0.0%	Common	281020107
—	Red Hat Inc	3,075	$221K	0.1%	$71.87	$69.27	—	Common	756577102
HRB	Block H and R Inc	6,094	$221K	0.1%	$36.27 *	$22.90	0.0%	Common	093671105
—	Juniper Networks Inc	8,505	$219K	0.1%	$25.75	$23.87	—	Common	48203R104
IP	International Paper Co	5,781	$218K	0.1%	$37.71 *	$25.91	+4.8%	Common	460146103
AVY	Avery Dennison Corp	3,846	$218K	0.1%	$56.68 *	$43.09	+15.5%	Common	053611109
—	Diamond Offshore Drilling	12,263	$212K	0.1%	$17.29	$17.29	—	Common	25271C102
—	Southwestern Energy	16,244	$206K	0.1%	$12.68	$12.68	—	Common	845467109
—	CA Inc	7,512	$205K	0.1%	$27.29	$28.62	—	Common	12673P105
ADSK	Autodesk Inc	4,626	$204K	0.1%	$44.10 *	$37.26	+34.7%	Common	052769106
WU	Western Union	10,989	$202K	0.1%	$18.38	$17.11	—	Common	959802109
M	Macy's Inc	3,933	$202K	0.1%	$51.36 *	$46.44	+35.1%	Common	55616P104
—	Symantec Corp	10,288	$200K	0.1%	$19.44	$22.45	—	Common	871503108
HBAN	Huntington Bancshares	18,154	$192K	0.1%	$10.58 *	$6.44	+13.8%	Common	446150104
—	Communications Sales and Leasing	10,540	$189K	0.1%	$17.93	$24.76	—	Common	20341J104
—	Columbia Pipeline Group	10,084	$184K	0.1%	$18.25	$18.25	—	Common	198280109
NEM	Newmont Mining Corrporation	10,380	$167K	0.1%	$16.09 *	$19.78	-29.2%	Common	651639106
—	Avon Products	48,712	$158K	0.1%	$3.24	$8.10	—	Common	054303102
—	Nabors Industries Ltd	16,686	$158K	0.1%	$9.47	$13.11	—	Common	G6359F103
—	QEP Resources Inc	12,478	$156K	0.1%	$12.50	$27.36	—	Common	74733V100
—	Denbury Resources Inc	63,189	$154K	0.1%	$2.44	$6.61	—	Common	247916208
—	Xerox Corp	15,601	$152K	0.1%	$9.74	$9.10	—	Common	984121103
—	Joy Global Inc.	10,200	$152K	0.1%	$14.90	$14.90	—	Common	481165108
RIG	Transocean Ltd Switzerland	11,520	$149K	0.1%	$12.93 *	$24.98	-44.4%	Common	H8817H100
—	Noble Corp	13,071	$143K	0.0%	$10.94	$16.60	—	Common	G65431101
—	Staples Inc	11,780	$138K	0.0%	$11.71	$11.66	—	Common	855030102
AES	AES Corp	11,874	$116K	0.0%	$9.77 *	$8.29	-0.9%	Common	00130H105
CC	Chemours Co	16,153	$105K	0.0%	$6.50 *	$7.40	0.0%	Common	163851108