Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	BROADCOM CORP	5,406,700	$170M	5.5%	$29.91	—	CL A	111320107
—	E M C CORP MASS	5,526,463	$151M	4.9%	$24.92	—	COM	268648102
AAPL	APPLE INC	270,535	$145M	4.7%	$15.02	+10.4%	COM	037833100
CSCO	CISCO SYS INC	5,902,000	$132M	4.3%	$15.22	+0.5%	COM	17275R102
—	TALISMAN ENERGY INC	12,415,800	$124M	4.0%	$11.44	—	COM	87425E103
—	ULTRA PETROLEUM CORP	3,431,650	$92.28M	3.0%	$21.22	—	COM	903914109
—	NOBLE CORP PLC	2,811,000	$92.03M	3.0%	$35.15	—	SHS USD	G65431101
ORCL	ORACLE CORP	2,150,900	$87.99M	2.8%	$28.23	+13.3%	COM	68389X105
RIG	TRANSOCEAN LTD	1,839,550	$76.05M	2.5%	$49.54	-12.2%	REG SHS	H8817H100
—	AGRIUM INC	750,200	$73.22M	2.4%	$90.08	—	COM	008916108
—	VARIAN MED SYS INC	762,900	$64.08M	2.1%	$74.01	—	COM	92220P105
LLY	LILLY ELI & CO	1,085,500	$63.89M	2.1%	$44.54	0.0%	COM	532457108
MCD	MCDONALDS CORP	630,000	$61.76M	2.0%	$70.58	-0.4%	COM	580135101
OPLN	KAR AUCTION SVCS INC	1,949,634	$59.17M	1.9%	$11.21	0.0%	COM	48238T109
BAX	BAXTER INTL INC	786,400	$57.86M	1.9%	$30.34	0.0%	COM	071813109
RSG	REPUBLIC SVCS INC	1,557,406	$53.2M	1.7%	$26.68	-0.6%	COM	760759100
FAF	FIRST AMERN FINL CORP	1,972,463	$52.37M	1.7%	$17.41	+3.8%	COM	31847R102
KO	COCA COLA CO	1,335,200	$51.62M	1.7%	$26.89	-1.2%	COM	191216100
GM	GENERAL MTRS CO	1,277,800	$43.98M	1.4%	$26.50	+3.5%	COM	37045V100
—	INTERNATIONAL GAME TECHNOLOG	3,065,200	$43.1M	1.4%	$14.06	—	COM	459902102
—	SPIRIT AEROSYSTEMS HLDGS INC	1,480,618	$41.74M	1.3%	$32.55	—	COM CL A	848574109
URI	UNITED RENTALS INC	404,500	$38.4M	1.2%	$64.88	+26.5%	COM	911363109
—	CONSTELLIUM NV	1,084,500	$31.83M	1.0%	$29.35	—	CL A	N22035104
COF	CAPITAL ONE FINL CORP	396,100	$30.56M	1.0%	$57.34	+3.5%	COM	14040H105
—	EXPRESS SCRIPTS HLDG CO	404,700	$30.39M	1.0%	$70.24	—	COM	30219G108
—	BRE PROPERTIES INC	424,000	$26.62M	0.9%	$59.87	—	CL A	05564E106
SPY	SPDR S&P 500 ETF TR	137,185	$25.66M	0.8%	$160.01	—	TR UNIT	78462F103
—	RF MICRODEVICES INC	3,028,200	$23.86M	0.8%	$7.88	—	COM	749941100
—	TEXAS INDS INC	264,774	$23.73M	0.8%	$89.62	—	COM	882491103
—	BEAM INC	275,500	$22.95M	0.7%	$83.30	—	COM	073730103
—	LSI CORPORATION	2,072,900	$22.95M	0.7%	$11.05	—	COM	502161102
—	JOS A BANK CLOTHIERS INC	354,200	$22.77M	0.7%	$62.38	—	COM	480838101
BAC	BANK OF AMERICA CORPORATION	1,308,400	$22.5M	0.7%	$10.78	+23.0%	COM	060505104
—	APOLLO ED GROUP INC	654,500	$22.41M	0.7%	$34.24	—	CL A	037604105
CM	CDN IMPERIAL BK OF COMMERCE	258,800	$22.33M	0.7%	$23.34	+0.0%	COM	136069101
—	FOREST LABS INC	238,700	$22.02M	0.7%	$92.27	—	COM	345838106
MAN	MANPOWERGROUP INC	277,700	$21.89M	0.7%	$73.76	+7.3%	COM	56418H100
—	STARZ	662,100	$21.37M	0.7%	$28.75	—	COM SER A	85571Q102
IT	GARTNER INC	296,700	$20.6M	0.7%	$63.51	+8.9%	COM	366651107
WDC	WESTERN DIGITAL CORP	217,200	$19.94M	0.6%	$46.31	+16.2%	COM	958102105
—	FLEETCOR TECHNOLOGIES INC	167,000	$19.22M	0.6%	$115.10	—	COM	339041105
—	ZALE CORP NEW	913,617	$19.1M	0.6%	$20.91	—	COM	988858106
—	BROCADE COMMUNICATIONS SYS I	1,797,500	$19.07M	0.6%	$10.26	—	COM NEW	111621306
—	TIME WARNER CABLE INC	136,000	$18.66M	0.6%	$137.18	—	COM	88732J207
—	BALLY TECHNOLOGIES INC	279,800	$18.54M	0.6%	$72.09	—	COM	05874B107
—	EPL OIL & GAS INC	467,900	$18.06M	0.6%	$38.60	—	COM	26883D108
—	CAPITALSOURCE INC	1,152,262	$16.81M	0.5%	$14.52	—	COM	14055X102
G	GENPACT LIMITED	935,700	$16.3M	0.5%	$15.27	0.0%	SHS	G3922B107
EAT	BRINKER INTL INC	299,400	$15.7M	0.5%	$32.53	+27.2%	COM	109641100
CRL	CHARLES RIV LABS INTL INC	249,800	$15.07M	0.5%	$50.22	+16.1%	COM	159864107
—	CHARTER COMMUNICATIONS INC D	120,700	$14.87M	0.5%	$133.81	—	CL A NEW	16117M305
—	EMERITUS CORP	466,252	$14.66M	0.5%	$31.44	—	COM	291005106
—	KKR FINL HLDGS LLC	1,261,198	$14.59M	0.5%	$11.83	—	COM	48248A306
WKC	WORLD FUEL SVCS CORP	311,300	$13.73M	0.4%	$43.03	+2.8%	COM	981475106
—	ARTHROCARE CORP	274,476	$13.23M	0.4%	$48.19	—	COM	043136100
—	HUDSON CITY BANCORP	1,259,700	$12.38M	0.4%	$9.70	—	COM	443683107
EFA	ISHARES	180,925	$12.15M	0.4%	$57.38	—	MSCI EAFE ETF	464287465
—	TWO HBRS INVT CORP	1,178,500	$12.08M	0.4%	$9.40	—	COM	90187B101
MCO	MOODYS CORP	152,200	$12.07M	0.4%	$64.16	+7.9%	COM	615369105
—	WADDELL & REED FINL INC	162,800	$11.98M	0.4%	$73.35	—	CL A	930059100
—	INGRAM MICRO INC	384,500	$11.37M	0.4%	$19.14	—	CL A	457153104
EA	ELECTRONIC ARTS INC	379,600	$11.01M	0.4%	$25.25	+3.2%	COM	285512109
GLPI	GAMING & LEISURE PPTYS INC	300,567	$10.96M	0.4%	$42.03	—	COM	36467J108
MUR	MURPHY OIL CORP	170,100	$10.69M	0.3%	$34.50	+12.8%	COM	626717102
HII	HUNTINGTON INGALLS INDS INC	103,000	$10.53M	0.3%	$54.97	+42.5%	COM	446413106
—	COVANCE INC	99,300	$10.32M	0.3%	$87.56	—	COM	222816100
—	ALLIANT TECHSYSTEMS INC	69,600	$9.894M	0.3%	$142.16	—	COM	018804104
GT	GOODYEAR TIRE & RUBR CO	361,900	$9.456M	0.3%	$22.30	+14.2%	COM	382550101
—	TECH DATA CORP	149,500	$9.114M	0.3%	$48.08	—	COM	878237106
MUSA	MURPHY USA INC	213,024	$8.647M	0.3%	$39.38	-0.2%	COM	626755102
—	CST BRANDS INC	276,100	$8.625M	0.3%	$32.51	—	COM	12646R105
—	AMCOL INTL CORP	183,000	$8.378M	0.3%	$45.78	—	COM	02341W103
TSN	TYSON FOODS INC	183,700	$8.085M	0.3%	$23.50	+24.3%	CL A	902494103
—	AUTONAVI HLDGS LTD	397,100	$7.958M	0.3%	$20.04	—	SPONSORED ADR	05330F106
—	EXELIS INC	417,200	$7.931M	0.3%	$14.46	—	COM	30162A108
CAR	AVIS BUDGET GROUP	159,800	$7.782M	0.3%	$39.64	+3.0%	COM	053774105
—	LIN MEDIA LLC	268,800	$7.123M	0.2%	$26.50	—	CL A COM	532771102
—	ATMI INC	201,400	$6.85M	0.2%	$34.01	—	COM	00207R101
AIZ	ASSURANT INC	103,400	$6.717M	0.2%	$43.37	+19.8%	COM	04621X108
LSTR	LANDSTAR SYS INC	111,700	$6.615M	0.2%	$56.74	—	COM	515098101
GME	GAMESTOP CORP NEW	155,200	$6.379M	0.2%	$8.26	-16.1%	CL A	36467W109
FSLR	FIRST SOLAR INC	85,100	$5.939M	0.2%	$55.76	0.0%	COM	336433107
HSIC	SCHEIN HENRY INC	49,100	$5.861M	0.2%	$44.74	+2.2%	COM	806407102
—	COMPUTER SCIENCES CORP	94,500	$5.747M	0.2%	$43.77	—	COM	205363104
—	ALCOA INC	439,500	$5.656M	0.2%	$7.82	—	COM	013817101
—	SHANDA GAMES LTD	849,775	$5.515M	0.2%	$6.49	—	SP ADR REPTG A	81941U105
—	HEWLETT PACKARD CO	167,700	$5.427M	0.2%	$32.36	—	COM	428236103
—	LEXMARK INTL NEW	114,500	$5.3M	0.2%	$33.00	—	CL A	529771107
—	SAFEWAY INC	140,000	$5.172M	0.2%	$27.12	—	COM NEW	786514208
—	HILL ROM HLDGS INC	132,900	$5.122M	0.2%	$36.30	—	COM	431475102
LEA	LEAR CORP	59,800	$5.006M	0.2%	$63.87	+2.0%	COM NEW	521865204
—	CORRECTIONS CORP AMER NEW	159,457	$4.994M	0.2%	$34.41	—	COM NEW	22025Y407
—	CELGENE CORP	35,300	$4.928M	0.2%	$127.83	—	COM	151020104
RS	RELIANCE STEEL & ALUMINUM CO	66,800	$4.72M	0.2%	$70.67	+1.0%	COM	759509102
—	STERLING FINL CORP WASH	140,403	$4.68M	0.2%	$33.63	—	COM NEW	859319303
UTHR	UNITED THERAPEUTICS CORP DEL	48,800	$4.589M	0.1%	$93.18	+9.8%	COM	91307C102
HXL	HEXCEL CORP NEW	101,000	$4.398M	0.1%	$43.64	0.0%	COM	428291108
ODFL	OLD DOMINION FGHT LINES INC	76,600	$4.346M	0.1%	$17.44	0.0%	COM	679580100
—	TOWER GROUP INTL LTD	1,608,030	$4.342M	0.1%	$2.70	—	COM	G8988C105
PBF	PBF ENERGY INC	164,400	$4.242M	0.1%	$27.74	-4.2%	CL A	69318G106
—	AARONS INC	139,000	$4.203M	0.1%	$30.24	—	COM PAR $0.50	002535300
META	FACEBOOK INC	69,400	$4.181M	0.1%	$59.43	+5.9%	CL A	30303M102
—	JONES GROUP INC	279,100	$4.178M	0.1%	$14.97	—	COM	48020T101
—	DONNELLEY R R & SONS CO	229,100	$4.101M	0.1%	$20.00	—	COM	257867101
SATS	ECHOSTAR CORP	85,700	$4.076M	0.1%	$31.68	+24.8%	CL A	278768106
COR	AMERISOURCEBERGEN CORP	56,500	$3.706M	0.1%	$49.24	+0.1%	COM	03073E105
—	MEAD JOHNSON NUTRITION CO	43,900	$3.65M	0.1%	$83.14	—	COM	582839106
—	CON-WAY INC	87,900	$3.611M	0.1%	$39.11	—	COM	205944101
—	COMMONWEALTH REIT	135,100	$3.553M	0.1%	$25.36	—	COM SH BEN INT	203233101
DECK	DECKERS OUTDOOR CORP	43,500	$3.468M	0.1%	$13.22	0.0%	COM	243537107
TRIP	TRIPADVISOR INC	37,300	$3.379M	0.1%	$78.19	+3.7%	COM	896945201
BSX	BOSTON SCIENTIFIC CORP	247,000	$3.339M	0.1%	$9.41	+39.5%	COM	101137107
—	HI-TECH PHARMACAL INC	76,261	$3.304M	0.1%	$43.34	—	COM	42840B101
BAH	BOOZ ALLEN HAMILTON HLDG COR	149,800	$3.296M	0.1%	$11.44	+31.2%	CL A	099502106
—	GRACE W R & CO DEL NEW	32,700	$3.243M	0.1%	$99.17	—	COM	38388F108
SM	SM ENERGY CO	45,400	$3.237M	0.1%	$69.50	0.0%	COM	78454L100
DLTR	DOLLAR TREE INC	62,000	$3.235M	0.1%	$53.53	-0.6%	COM	256746108
NOW	SERVICENOW INC	53,700	$3.218M	0.1%	$12.73	0.0%	COM	81762P102
KR	KROGER CO	70,100	$3.06M	0.1%	$13.44	+18.3%	COM	501044101
LMT	LOCKHEED MARTIN CORP	18,700	$3.053M	0.1%	$90.54	+25.2%	COM	539830109
—	XYRATEX LTD	226,100	$2.994M	0.1%	$13.26	—	COM	G98268108
—	UNITED STATES STL CORP NEW	108,400	$2.993M	0.1%	$27.61	—	COM	912909108
—	RIVERBED TECHNOLOGY INC	144,300	$2.844M	0.1%	$16.67	—	COM	768573107
GNW	GENWORTH FINL INC	158,800	$2.816M	0.1%	$16.05	0.0%	COM CL A	37247D106
CVI	CVR ENERGY INC	62,700	$2.649M	0.1%	$15.85	-6.3%	COM	12662P108
—	HARMAN INTL INDS INC	23,700	$2.522M	0.1%	$87.05	—	COM	413086109
—	ACCELRYS INC	200,500	$2.498M	0.1%	$12.46	—	COM	00430U103
DAL	DELTA AIR LINES INC DEL	72,000	$2.495M	0.1%	$27.96	0.0%	COM NEW	247361702
—	RDA MICROELECTRONICS INC	133,192	$2.388M	0.1%	$17.91	—	SPONSORED ADR	749394102
PBI	PITNEY BOWES INC	91,800	$2.386M	0.1%	$22.53	+9.5%	COM	724479100
—	STANCORP FINL GROUP INC	34,800	$2.325M	0.1%	$54.86	—	COM	852891100
HLF	HERBALIFE LTD	37,900	$2.171M	0.1%	$33.77	-2.5%	COM USD SHS	G4412G101
—	MCGRAW HILL FINL INC	28,300	$2.159M	0.1%	$76.29	—	COM	580645109
—	LIONS GATE ENTMNT CORP	80,600	$2.154M	0.1%	$35.05	—	COM NEW	535919203
BA	BOEING CO	17,100	$2.146M	0.1%	$111.68	0.0%	COM	097023105
TMUS	T-MOBILE US INC	62,900	$2.078M	0.1%	$25.96	+18.0%	COM	872590104
—	PACER INTL INC TENN	223,611	$2.004M	0.1%	$8.96	—	COM	69373H106
IBKR	INTERACTIVE BROKERS GROUP IN	91,300	$1.978M	0.1%	$3.78	+33.2%	COM	45841N107
TJX	TJX COS INC NEW	31,700	$1.923M	0.1%	$25.75	0.0%	COM	872540109
AMH	AMERICAN HOMES 4 RENT	114,600	$1.915M	0.1%	$16.71	—	CL A	02665T306
—	HANESBRANDS INC	24,900	$1.904M	0.1%	$75.62	—	COM	410345102
LII	LENNOX INTL INC	20,700	$1.882M	0.1%	$77.08	0.0%	COM	526107107
FDS	FACTSET RESH SYS INC	17,400	$1.876M	0.1%	$93.85	-0.7%	COM	303075105
STLD	STEEL DYNAMICS INC	105,400	$1.875M	0.1%	$12.94	+4.6%	COM	858119100
—	WPX ENERGY INC	103,900	$1.873M	0.1%	$19.01	—	COM	98212B103
BR	BROADRIDGE FINL SOLUTIONS IN	49,800	$1.85M	0.1%	$30.00	+0.8%	COM	11133T103
—	WABCO HLDGS INC	16,400	$1.731M	0.1%	$102.42	—	COM	92927K102
SAIC	SCIENCE APPLICATNS INTL CP N	45,000	$1.683M	0.1%	$36.64	0.0%	COM	808625107
PEG	PUBLIC SVC ENTERPRISE GROUP	44,100	$1.682M	0.1%	$22.69	0.0%	COM	744573106
HD	HOME DEPOT INC	20,900	$1.654M	0.1%	$60.23	0.0%	COM	437076102
CLX	CLOROX CO DEL	18,700	$1.646M	0.1%	$62.94	-0.4%	COM	189054109
—	SUPERTEX INC	49,520	$1.633M	0.1%	$32.98	—	COM	868532102
—	GIANT INTERACTIVE GROUP INC	141,100	$1.633M	0.1%	$11.57	—	ADR	374511103
—	TESORO CORP	32,200	$1.629M	0.1%	$52.33	—	COM	881609101
CRI	CARTER INC	20,900	$1.623M	0.1%	$54.22	0.0%	COM	146229109
—	STARWOOD WAYPOINT RESIDENTL	55,000	$1.583M	0.1%	$28.78	—	COM SHS	85571W109
NTAP	NETAPP INC	40,600	$1.498M	0.0%	$30.16	0.0%	COM	64110D104
—	MONTAGE TECHNOLOGY GROUP LTD	74,500	$1.491M	0.0%	$20.01	—	SHS	G6209T105
AEE	AMEREN CORP	36,000	$1.483M	0.0%	$26.55	0.0%	COM	023608102
—	ASCENA RETAIL GROUP INC	85,700	$1.481M	0.0%	$17.76	—	COM	04351G101
IDXX	IDEXX LABS INC	12,100	$1.469M	0.0%	$59.57	0.0%	COM	45168D104
NRG	NRG ENERGY INC	45,800	$1.456M	0.0%	$20.59	+7.4%	COM NEW	629377508
—	AIRGAS INC	13,600	$1.449M	0.0%	$107.97	—	COM	009363102
CBOE	CBOE HLDGS INC	25,500	$1.443M	0.0%	$45.89	0.0%	COM	12503M108
PSX	PHILLIPS 66	18,600	$1.433M	0.0%	$40.73	+22.3%	COM	718546104
MO	ALTRIA GROUP INC	37,500	$1.404M	0.0%	$17.13	-0.1%	COM	02209S103
—	DR PEPPER SNAPPLE GROUP INC	25,000	$1.362M	0.0%	$52.45	—	COM	26138E109
AGCO	AGCO CORP	24,300	$1.34M	0.0%	$44.50	-5.3%	COM	001084102
TGT	TARGET CORP	22,100	$1.337M	0.0%	$42.22	-1.4%	COM	87612E106
OSK	OSHKOSH CORP	22,500	$1.325M	0.0%	$32.18	+41.8%	COM	688239201
—	ITT CORP NEW	30,500	$1.304M	0.0%	$42.85	—	COM NEW	450911201
—	HILLSHIRE BRANDS CO	35,000	$1.304M	0.0%	$36.24	—	COM	432589109
—	GOLDCORP INC NEW	51,800	$1.266M	0.0%	$24.44	—	COM	380956409
HBM	HUDBAY MINERALS INC	159,300	$1.246M	0.0%	$8.00	0.0%	COM	443628102
MKC	MCCORMICK & CO INC	16,900	$1.212M	0.0%	$26.80	0.0%	COM NON VTG	579780206
—	PHH CORP	46,900	$1.212M	0.0%	$25.51	—	COM NEW	693320202
—	SOLARWINDS INC	28,200	$1.202M	0.0%	$42.62	—	COM	83416B109
—	FRONTIER COMMUNICATIONS CORP	209,700	$1.195M	0.0%	$5.44	—	COM	35906A108
SHW	SHERWIN WILLIAMS CO	6,000	$1.183M	0.0%	$57.67	0.0%	COM	824348106
—	COMPUWARE CORP	111,800	$1.174M	0.0%	$11.17	—	COM	205638109
H	HYATT HOTELS CORP	21,700	$1.168M	0.0%	$47.80	+3.2%	COM CL A	448579102
INTU	INTUIT	15,000	$1.166M	0.0%	$69.23	0.0%	COM	461202103
LOW	LOWES COS INC	23,400	$1.144M	0.0%	$39.01	0.0%	COM	548661107
—	QUESTAR CORP	47,900	$1.139M	0.0%	$23.54	—	COM	748356102
—	COVIDIEN PLC	15,300	$1.127M	0.0%	$71.34	—	SHS	G2554F113
MSI	MOTOROLA SOLUTIONS INC	17,500	$1.125M	0.0%	$53.07	+1.1%	COM NEW	620076307
ROK	ROCKWELL AUTOMATION INC	9,000	$1.121M	0.0%	$91.24	+2.8%	COM	773903109
AMG	AFFILIATED MANAGERS GROUP	5,600	$1.12M	0.0%	$190.16	0.0%	COM	008252108
ACM	AECOM TECHNOLOGY CORP DELAWA	34,600	$1.113M	0.0%	$29.42	-0.3%	COM	00766T100
PWR	QUANTA SVCS INC	29,600	$1.092M	0.0%	$32.74	0.0%	COM	74762E102
—	LIBERTY INTERACTIVE CORP	37,500	$1.083M	0.0%	$29.03	—	INT COM SER A	53071M104
—	TYCO INTERNATIONAL LTD	25,500	$1.081M	0.0%	$41.90	—	SHS	H89128104
BIP	BROOKFIELD INFRAST PARTNERS	26,600	$1.049M	0.0%	$39.38	—	LP INT UNIT	G16252101
CDNS	CADENCE DESIGN SYSTEM INC	66,700	$1.037M	0.0%	$14.28	+3.8%	COM	127387108
—	TAYLOR CAP GROUP INC	43,191	$1.033M	0.0%	$24.72	—	COM	876851106
WSM	WILLIAMS SONOMA INC	15,400	$1.026M	0.0%	$21.59	+2.4%	COM	969904101
FLS	FLOWSERVE CORP	12,900	$1.011M	0.0%	$61.43	0.0%	COM	34354P105
NPO	ENPRO INDS INC	13,901	$1.01M	0.0%	$66.89	+6.0%	COM	29355X107
—	FOOT LOCKER INC	21,300	$1.001M	0.0%	$47.00	—	COM	344849104
GRMN	GARMIN LTD	17,500	$967K	0.0%	$34.59	0.0%	SHS	H2906T109
FIS	FIDELITY NATL INFORMATION SV	18,100	$967K	0.0%	$42.33	+2.7%	COM	31620M106
EFX	EQUIFAX INC	14,100	$959K	0.0%	$60.54	+2.7%	COM	294429105
—	DISCOVERY COMMUNICATNS NEW	12,400	$956K	0.0%	$78.94	—	COM SER C	25470F302
SBH	SALLY BEAUTY HLDGS INC	34,800	$954K	0.0%	$28.08	+1.5%	COM	79546E104
VAC	MARRIOTT VACATIONS WRLDWDE C	16,900	$945K	0.0%	$51.03	+1.2%	COM	57164Y107
—	POTASH CORP SASK INC	26,000	$942K	0.0%	$35.09	—	COM	73755L107
VISN	COMMSCOPE HLDG CO INC	38,100	$940K	0.0%	$20.49	0.0%	COM	20337X109
TMHC	TAYLOR MORRISON HOME CORP	40,000	$940K	0.0%	$21.52	+4.9%	CL A	87724P106
M	MACYS INC	15,800	$937K	0.0%	$55.60	0.0%	COM	55616P104
—	PENTAIR LTD	11,800	$936K	0.0%	$78.54	—	SHS	H6169Q108
NWSA	NEWS CORP NEW	53,900	$928K	0.0%	$15.18	+0.1%	CL A	65249B109
—	HSN INC	15,400	$920K	0.0%	$60.54	—	COM	404303109
—	DRIL-QUIP INC	8,100	$908K	0.0%	$112.10	—	COM	262037104
VSH	VISHAY INTERTECHNOLOGY INC	60,700	$903K	0.0%	$10.86	+3.1%	COM	928298108
—	ROCK-TENN CO	8,500	$897K	0.0%	$105.00	—	CL A	772739207
TRN	TRINITY INDS INC	12,400	$894K	0.0%	$16.35	0.0%	COM	896522109
AMP	AMERIPRISE FINL INC	8,100	$892K	0.0%	$72.57	+17.5%	COM	03076C106
—	TE CONNECTIVITY LTD	14,800	$891K	0.0%	$58.37	—	REG SHS	H84989104
VMC	VULCAN MATLS CO	13,400	$890K	0.0%	$58.15	0.0%	COM	929160109
—	FIDELITY NATIONAL FINANCIAL	28,200	$887K	0.0%	$31.90	—	CL A	31620R105
—	LAREDO PETROLEUM INC	34,100	$882K	0.0%	$25.87	—	COM	516806106
—	CEDAR FAIR L P	17,300	$881K	0.0%	$50.46	—	DEPOSITRY UNIT	150185106
NFLX	NETFLIX INC	2,500	$880K	0.0%	$5.73	0.0%	COM	64110L106
LNC	LINCOLN NATL CORP IND	17,200	$872K	0.0%	$33.47	0.0%	COM	534187109
JOE	ST JOE CO	44,800	$862K	0.0%	$18.55	-0.2%	COM	790148100
CTRA	CABOT OIL & GAS CORP	25,300	$857K	0.0%	$26.72	0.0%	COM	127097103
COTY	COTY INC	56,600	$848K	0.0%	$12.45	0.0%	COM CL A	222070203
—	WYNDHAM WORLDWIDE CORP	11,500	$842K	0.0%	$73.44	—	COM	98310W108
—	HOWARD HUGHES CORP	5,900	$842K	0.0%	$135.01	—	COM	44267D107
—	SEMGROUP CORP	12,800	$841K	0.0%	$65.56	—	CL A	81663A105
OGS	ONE GAS INC	23,300	$837K	0.0%	$34.23	0.0%	COM	68235P108
—	SEATTLE GENETICS INC	18,300	$834K	0.0%	$45.57	—	COM	812578102
FNB	FNB CORP PA	62,200	$833K	0.0%	$7.86	+0.4%	COM	302520101
—	HILLENBRAND INC	25,600	$828K	0.0%	$31.20	—	COM	431571108
—	UNITED FINANCIAL BANCORP INC	44,943	$827K	0.0%	$18.60	—	COM	91030T109
MYGN	MYRIAD GENETICS INC	23,800	$814K	0.0%	$30.98	0.0%	COM	62855J104
BIGGQ	BIG LOTS INC	21,500	$814K	0.0%	$26.64	-12.9%	COM	089302103
—	NABORS INDUSTRIES LTD	32,600	$804K	0.0%	$15.31	—	SHS	G6359F103
SFM	SPROUTS FMRS MKT INC	21,900	$789K	0.0%	$36.82	0.0%	COM	85208M102
ABBV	ABBVIE INC	15,200	$781K	0.0%	$31.09	+1.3%	COM	00287Y109
XYL	XYLEM INC	21,000	$765K	0.0%	$31.36	0.0%	COM	98419M100
—	ENGILITY HLDGS INC	16,900	$761K	0.0%	$40.84	—	COM	29285W104
CLDT	CHATHAM LODGING TR	37,500	$758K	0.0%	$20.30	—	COM	16208T102
—	HD SUPPLY HLDGS INC	28,800	$753K	0.0%	$26.15	—	COM	40416M105
WDAY	WORKDAY INC	8,200	$750K	0.0%	$95.22	0.0%	CL A	98138H101
—	WHITING PETE CORP NEW	10,800	$749K	0.0%	$69.35	—	COM	966387102
—	MYLAN INC	15,300	$747K	0.0%	$48.82	—	COM	628530107
TDC	TERADATA CORP DEL	15,100	$743K	0.0%	$45.08	0.0%	COM	88076W103
GLNG	GOLAR LNG LTD BERMUDA	17,800	$742K	0.0%	$28.89	+0.8%	SHS	G9456A100
—	SANDISK CORP	9,100	$739K	0.0%	$77.24	—	COM	80004C101
—	HOSPIRA INC	16,800	$727K	0.0%	$42.27	—	COM	441060100
SGI	TEMPUR SEALY INTL INC	14,200	$720K	0.0%	$12.42	0.0%	COM	88023U101
—	TREEHOUSE FOODS INC	10,000	$720K	0.0%	$70.50	—	COM	89469A104
EXPD	EXPEDITORS INTL WASH INC	17,800	$705K	0.0%	$35.12	0.0%	COM	302130109
—	NEWCASTLE INVT CORP	148,900	$700K	0.0%	$5.00	—	COM	65105M108
CASY	CASEYS GEN STORES INC	10,300	$696K	0.0%	$61.76	0.0%	COM	147528103
—	HOMEAWAY INC	18,400	$693K	0.0%	$37.66	—	COM	43739Q100
CLW	CLEARWATER PAPER CORP	10,900	$683K	0.0%	$59.56	0.0%	COM	18538R103
CF	CF INDS HLDGS INC	2,600	$678K	0.0%	$33.79	+4.3%	COM	125269100
—	FMC TECHNOLOGIES INC	12,900	$675K	0.0%	$52.33	—	COM	30249U101
LDOS	LEIDOS HLDGS INC	18,900	$668K	0.0%	$25.83	0.0%	COM	525327102
AYI	ACUITY BRANDS INC	5,000	$663K	0.0%	$107.81	+17.9%	COM	00508Y102
FLO	FLOWERS FOODS INC	30,800	$661K	0.0%	$13.44	0.0%	COM	343498101
—	NEW RESIDENTIAL INVT CORP	100,400	$650K	0.0%	$6.53	—	COM	64828T102
—	VALSPAR CORP	9,000	$649K	0.0%	$64.67	—	COM	920355104
PKG	PACKAGING CORP AMER	9,200	$647K	0.0%	$48.15	0.0%	COM	695156109
SBRA	SABRA HEALTH CARE REIT INC	23,200	$647K	0.0%	$27.08	—	COM	78573L106
ALLE	ALLEGION PUB LTD CO	12,400	$647K	0.0%	$44.33	0.0%	ORD SHS	G0176J109
NKE	NIKE INC	8,600	$635K	0.0%	$32.55	0.0%	CL B	654106103
—	VCA ANTECH INC	19,600	$632K	0.0%	$32.24	—	COM	918194101
—	LIBERTY INTERACTIVE CORP	4,800	$626K	0.0%	$130.42	—	LBT VENT COM A	53071M880
ORI	OLD REP INTL CORP	38,200	$626K	0.0%	$5.60	+24.5%	COM	680223104
CRS	CARPENTER TECHNOLOGY CORP	9,400	$621K	0.0%	$49.05	0.0%	COM	144285103
—	KCG HLDGS INC	51,800	$618K	0.0%	$11.94	—	CL A	48244B100
—	EMULEX CORP	83,500	$617K	0.0%	$7.39	—	COM NEW	292475209
CMC	COMMERCIAL METALS CO	32,600	$615K	0.0%	$14.70	+2.2%	COM	201723103
STZ	CONSTELLATION BRANDS INC	7,200	$612K	0.0%	$68.08	0.0%	CL A	21036P108
VMI	VALMONT INDS INC	4,100	$610K	0.0%	$147.92	0.0%	COM	920253101
CCK	CROWN HOLDINGS INC	13,600	$608K	0.0%	$41.28	0.0%	COM	228368106
—	CIMAREX ENERGY CO	5,100	$607K	0.0%	$119.02	—	COM	171798101
TSCO	TRACTOR SUPPLY CO	8,600	$607K	0.0%	$11.95	0.0%	COM	892356106
TTC	TORO CO	9,600	$607K	0.0%	$32.15	0.0%	COM	891092108
—	BABCOCK & WILCOX CO NEW	18,000	$598K	0.0%	$33.73	—	COM	05615F102
—	VERIFONE SYS INC	17,500	$592K	0.0%	$33.83	—	COM	92342Y109
WGO	WINNEBAGO INDS INC	21,600	$592K	0.0%	$26.27	0.0%	COM	974637100
ACN	ACCENTURE PLC IRELAND	7,300	$582K	0.0%	$62.20	+7.6%	SHS CLASS A	G1151C101
ANF	ABERCROMBIE & FITCH CO	15,100	$581K	0.0%	$28.41	0.0%	CL A	002896207
—	FERRO CORP	42,400	$579K	0.0%	$13.66	—	COM	315405100
AMCX	AMC NETWORKS INC	7,800	$570K	0.0%	$68.09	+2.7%	CL A	00164V103
CMG	CHIPOTLE MEXICAN GRILL INC	1,000	$568K	0.0%	$11.02	0.0%	COM	169656105
—	IAC INTERACTIVECORP	7,600	$543K	0.0%	$70.35	—	COM PAR $.001	44919P508
LYV	LIVE NATION ENTERTAINMENT IN	24,700	$537K	0.0%	$20.41	+6.4%	COM	538034109
MPC	MARATHON PETE CORP	6,100	$531K	0.0%	$27.23	+12.8%	COM	56585A102
GEF	GREIF INC	10,100	$530K	0.0%	$33.24	-0.6%	CL A	397624107
—	EXCO RESOURCES INC	93,000	$521K	0.0%	$5.60	—	COM	269279402
SAIA	SAIA INC	13,600	$520K	0.0%	$34.51	0.0%	COM	78709Y105
A	AGILENT TECHNOLOGIES INC	9,300	$520K	0.0%	$34.76	+7.4%	COM	00846U101
ACCO	ACCO BRANDS CORP	83,500	$514K	0.0%	$4.33	-1.1%	COM	00081T108
VFC	V F CORP	8,100	$501K	0.0%	$56.33	0.0%	COM	918204108
GBX	GREENBRIER COS INC	10,700	$488K	0.0%	$29.00	0.0%	COM	393657101
—	COACH INC	9,700	$482K	0.0%	$49.69	—	COM	189754104
CPRT	COPART INC	13,200	$480K	0.0%	$4.43	0.0%	COM	217204106
ALEX	ALEXANDER & BALDWIN INC NEW	11,200	$477K	0.0%	$41.99	—	COM	014491104
—	NEENAH PAPER INC	9,000	$465K	0.0%	$45.89	—	COM	640079109
CSX	CSX CORP	16,000	$464K	0.0%	$7.67	0.0%	COM	126408103
—	PHARMERICA CORP	16,500	$462K	0.0%	$28.00	—	COM	71714F104
—	BARNES & NOBLE INC	22,100	$462K	0.0%	$20.90	—	COM	067774109
—	ASCENT CAP GROUP INC	6,000	$453K	0.0%	$82.48	—	COM SER A	043632108
JBTM	JOHN BEAN TECHNOLOGIES CORP	14,600	$451K	0.0%	$27.02	+6.1%	COM	477839104
HY	HYSTER YALE MATLS HANDLING I	4,600	$449K	0.0%	$70.55	0.0%	CL A	449172105
—	GNC HLDGS INC	10,200	$449K	0.0%	$44.02	—	COM CL A	36191G107
—	DREAMWORKS ANIMATION SKG INC	16,800	$446K	0.0%	$26.55	—	CL A	26153C103
—	COOPER TIRE & RUBR CO	18,200	$442K	0.0%	$24.29	—	COM	216831107
—	MALLINCKRODT PUB LTD CO	6,700	$425K	0.0%	$55.25	—	SHS	G5785G107
RF	REGIONS FINL CORP NEW	38,100	$423K	0.0%	$5.80	+22.1%	COM	7591EP100
—	PEP BOYS MANNY MOE & JACK	33,273	$423K	0.0%	$12.71	—	COM	713278109
BALL	BALL CORP	7,700	$422K	0.0%	$23.53	0.0%	COM	058498106
—	FTD COS INC	12,900	$410K	0.0%	$32.53	—	COM	30281V108
THC	TENET HEALTHCARE CORP	9,500	$407K	0.0%	$44.12	0.0%	COM NEW	88033G407
MU	MICRON TECHNOLOGY INC	16,600	$393K	0.0%	$23.18	0.0%	COM	595112103
—	MENS WEARHOUSE INC	7,800	$382K	0.0%	$48.97	—	COM	587118100
—	MCDERMOTT INTL INC	48,700	$381K	0.0%	$8.40	—	COM	580037109
—	ALTISOURCE RESIDENTIAL CORP	11,900	$376K	0.0%	$31.60	—	CL B	02153W100
—	FURIEX PHARMACEUTICALS INC	4,300	$374K	0.0%	$86.98	—	COM	36106P101
NX	QUANEX BUILDING PRODUCTS COR	17,919	$371K	0.0%	$15.80	+6.7%	COM	747619104
AOS	SMITH A O	8,000	$368K	0.0%	$20.22	0.0%	COM	831865209
—	WUXI PHARMATECH CAYMAN INC	9,900	$365K	0.0%	$36.87	—	SPONS ADR SHS	929352102
SLM	SLM CORP	14,800	$362K	0.0%	$8.73	0.0%	COM	78442P106
PIPR	PIPER JAFFRAY COS	7,900	$362K	0.0%	$40.68	0.0%	COM	724078100
—	LTX-CREDENCE CORP	40,400	$360K	0.0%	$8.47	—	COM NEW	502403207
—	ERA GROUP INC	12,100	$355K	0.0%	$30.22	—	COM	26885G109
—	NEW MEDIA INVT GROUP INC	23,500	$353K	0.0%	$15.02	—	COM	64704V106
—	AXIALL CORP	7,700	$346K	0.0%	$44.94	—	COM	05463D100
—	EBIX INC	19,900	$340K	0.0%	$17.09	—	COM NEW	278715206
—	BED BATH & BEYOND INC	4,900	$337K	0.0%	$68.78	—	COM	075896100
—	SWS GROUP INC	43,400	$325K	0.0%	$7.49	—	COM	78503N107
—	SIBANYE GOLD LTD	36,900	$307K	0.0%	$8.32	—	SPONSORED ADR	825724206
JAZZ	JAZZ PHARMACEUTICALS PLC	2,200	$305K	0.0%	$150.52	0.0%	SHS USD	G50871105
—	SIZMEK INC	28,200	$300K	0.0%	$10.64	—	COM	83013P105
CVCO	CAVCO INDS INC DEL	3,700	$290K	0.0%	$76.06	0.0%	COM	149568107
—	PENNEY J C INC	33,700	$290K	0.0%	$8.61	—	COM	708160106
—	GROUPON INC	34,800	$273K	0.0%	$7.84	—	COM CL A	399473107
—	PRIMERO MNG CORP	37,600	$273K	0.0%	$7.26	—	COM	74164W106
—	JACOBS ENGR GROUP INC DEL	4,200	$267K	0.0%	$63.01	—	COM	469814107
—	NEUSTAR INC	7,900	$257K	0.0%	$32.53	—	CL A	64126X201
R	RYDER SYS INC	3,200	$256K	0.0%	$60.03	+23.4%	COM	783549108
—	LEUCADIA NATL CORP	9,100	$255K	0.0%	$26.22	—	COM	527288104
VYX	NCR CORP NEW	6,800	$249K	0.0%	$18.76	+13.3%	COM	62886E108
UAA	UNDER ARMOUR INC	2,100	$241K	0.0%	$26.14	0.0%	CL A	904311107
—	TOWERS WATSON & CO	2,100	$240K	0.0%	$114.29	—	CL A	891894107
—	SALIX PHARMACEUTICALS INC	2,300	$238K	0.0%	$103.48	—	COM	795435106
—	JAKKS PAC INC	31,400	$227K	0.0%	$7.23	—	COM	47012E106
—	ALTISOURCE ASSET MGMT CORP	200	$215K	0.0%	$1075.00	—	COM	02153X108
—	CLEAR CHANNEL OUTDOOR HLDGS	23,100	$210K	0.0%	$8.21	—	CL A	18451C109
BRX	BRIXMOR PPTY GROUP INC	9,500	$203K	0.0%	$21.37	—	COM	11120U105
—	CHINDEX INTERNATIONAL INC	10,400	$198K	0.0%	$19.04	—	COM	169467107
—	PLX TECHNOLOGY INC	27,200	$165K	0.0%	$6.41	—	COM	693417107
—	UNITED ONLINE INC	14,100	$163K	0.0%	$11.56	—	COM NEW	911268209
—	BLYTH INC	14,500	$156K	0.0%	$10.87	—	COM NEW	09643P207
—	AIR TRANSPORT SERVICES GRP I	19,400	$152K	0.0%	$7.97	—	COM	00922R105
—	A H BELO CORP	12,775	$148K	0.0%	$11.59	—	COM CL A	001282102
—	MORGANS HOTEL GROUP CO	13,500	$109K	0.0%	$8.07	—	COM	61748W108
—	EMMIS COMMUNICATIONS CORP	28,092	$90,000	0.0%	$3.20	—	CL A	291525103