Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UPBD	RENT A CTR INC NEW	410,622	$9.958M	3.8%	$34.65	-22.5%	COM	76009N100
VUG	VANGUARD INDEX FDS	66,608	$6.68M	2.5%	$99.03	—	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	86,005	$6.601M	2.5%	$81.99	—	VALUE ETF	922908744
AAPL	APPLE INC	49,037	$5.409M	2.1%	$20.39	+28.9%	COM	037833100
IJJ	ISHARES TR	42,332	$4.883M	1.9%	$111.76	—	S&P MC 400VL ETF	464287705
PEP	PEPSICO INC	50,309	$4.744M	1.8%	$56.13	+23.8%	COM	713448108
HCA	HCA HOLDINGS INC	60,134	$4.652M	1.8%	$49.90	+64.9%	COM	40412C101
T	AT&T INC	96,000	$3.127M	1.2%	$11.56	+6.1%	COM	00206R102
BR	BROADRIDGE FINL SOLUTIONS IN	56,222	$3.112M	1.2%	$23.73	+88.9%	COM	11133T103
CNC	CENTENE CORP DEL	55,833	$3.028M	1.2%	$20.99	+59.4%	COM	15135B101
—	HANESBRANDS INC	102,601	$2.969M	1.1%	$40.50	—	COM	410345102
—	GENERAL ELECTRIC CO	109,852	$2.77M	1.1%	$24.19	—	COM	369604103
WU	WESTERN UN CO	146,248	$2.685M	1.0%	$17.39	—	COM	959802109
AIG	AMERICAN INTL GROUP INC	45,426	$2.581M	1.0%	$36.69	+28.6%	COM NEW	026874784
JNJ	JOHNSON & JOHNSON	26,720	$2.494M	0.9%	$66.00	+9.8%	COM	478160104
PSX	PHILLIPS 66	32,046	$2.463M	0.9%	$45.44	+18.9%	COM	718546104
—	SPIRIT AEROSYSTEMS HLDGS INC	50,150	$2.424M	0.9%	$21.48	—	COM CL A	848574109
XOM	EXXON MOBIL CORP	32,547	$2.419M	0.9%	$54.22	-9.5%	COM	30231G102
MSFT	MICROSOFT CORP	54,544	$2.414M	0.9%	$32.23	+20.8%	COM	594918104
—	CHICAGO BRIDGE & IRON CO N V	59,722	$2.368M	0.9%	$52.41	—	COM	167250109
CLH	CLEAN HARBORS INC	52,622	$2.314M	0.9%	$54.82	-9.5%	COM	184496107
—	NEWFIELD EXPL CO	69,857	$2.298M	0.9%	$26.68	—	COM	651290108
AGCO	AGCO CORP	49,074	$2.288M	0.9%	$39.91	+2.4%	COM	001084102
C	CITIGROUP INC	45,087	$2.237M	0.9%	$36.80	+10.7%	COM NEW	172967424
TRN	TRINITY INDS INC	98,063	$2.223M	0.8%	$14.60	-6.3%	COM	896522109
BRK/A	BERKSHIRE HATHAWAY INC DEL	11	$2.148M	0.8%	$171366.42	+20.2%	CL A	084670108
DAR	DARLING INGREDIENTS INC	188,688	$2.12M	0.8%	$17.64	-27.5%	COM	237266101
AMZN	AMAZON COM INC	4,140	$2.119M	0.8%	$15.43	+63.8%	COM	023135106
COP	CONOCOPHILLIPS	43,753	$2.099M	0.8%	$41.80	-12.0%	COM	20825C104
IEX	IDEX CORP	29,401	$2.097M	0.8%	$52.20	+23.6%	COM	45167R104
BA	BOEING CO	15,942	$2.088M	0.8%	$98.38	+25.4%	COM	097023105
SBUX	STARBUCKS CORP	36,668	$2.084M	0.8%	$33.50	+35.3%	COM	855244109
JPM	JPMORGAN CHASE & CO	33,451	$2.04M	0.8%	$38.23	+29.8%	COM	46625H100
V	VISA INC	28,667	$1.997M	0.8%	$57.22	+16.0%	COM CL A	92826C839
OGE	OGE ENERGY CORP	72,902	$1.995M	0.8%	$33.21	-14.2%	COM	670837103
VZ	VERIZON COMMUNICATIONS INC	44,383	$1.931M	0.7%	$27.32	-1.1%	COM	92343V104
GILD	GILEAD SCIENCES INC	19,358	$1.901M	0.7%	$43.55	+77.9%	COM	375558103
MA	MASTERCARD INC	20,888	$1.882M	0.7%	$72.04	+22.6%	CL A	57636Q104
CVX	CHEVRON CORP NEW	23,822	$1.879M	0.7%	$71.58	-24.8%	COM	166764100
COF	CAPITAL ONE FINL CORP	25,555	$1.853M	0.7%	$62.92	+5.8%	COM	14040H105
UNP	UNION PAC CORP	20,719	$1.832M	0.7%	$72.24	-0.1%	COM	907818108
—	CELGENE CORP	16,932	$1.832M	0.7%	$105.12	—	COM	151020104
—	PRICELINE GRP INC	1,452	$1.795M	0.7%	$890.92	—	COM NEW	741503403
META	FACEBOOK INC	19,400	$1.744M	0.7%	$61.38	+48.5%	CL A	30303M102
THO	THOR INDS INC	33,105	$1.714M	0.7%	$36.09	+23.4%	COM	885160101
AXP	AMERICAN EXPRESS CO	23,071	$1.71M	0.7%	$66.97	-1.1%	COM	025816109
FLS	FLOWSERVE CORP	41,424	$1.704M	0.6%	$47.47	-21.6%	COM	34354P105
—	THE ADT CORPORATION	56,278	$1.683M	0.6%	$33.68	—	COM	00101J106
AAL	AMERICAN AIRLS GROUP INC	42,698	$1.658M	0.6%	$42.74	-8.5%	COM	02376R102
MET	METLIFE INC	34,758	$1.639M	0.6%	$29.48	+11.6%	COM	59156R108
EFA	ISHARES TR	28,100	$1.611M	0.6%	—	—	Put	464287465
SWKS	SKYWORKS SOLUTIONS INC	18,608	$1.567M	0.6%	$62.46	+18.4%	COM	83088M102
IJK	ISHARES TR	9,902	$1.556M	0.6%	$128.80	—	S&P MC 400GR ETF	464287606
KMB	KIMBERLY CLARK CORP	14,220	$1.55M	0.6%	$69.04	+12.1%	COM	494368103
PFE	PFIZER INC	49,261	$1.547M	0.6%	$17.60	+17.1%	COM	717081103
HAL	HALLIBURTON CO	43,686	$1.544M	0.6%	$36.42	-11.7%	COM	406216101
PII	POLARIS INDS INC	12,773	$1.531M	0.6%	$99.05	+37.0%	COM	731068102
—	GOOGLE INC	2,508	$1.526M	0.6%	$573.80	—	CL C	38259P706
PRU	PRUDENTIAL FINL INC	19,921	$1.518M	0.6%	$53.14	-0.3%	COM	744320102
TKR	TIMKEN CO	55,167	$1.517M	0.6%	$40.44	-21.1%	COM	887389104
KO	COCA COLA CO	37,778	$1.516M	0.6%	$27.61	+4.4%	COM	191216100
—	WESTROCK CO	29,434	$1.514M	0.6%	$51.44	—	COM	96145D105
—	GOOGLE INC	2,271	$1.45M	0.6%	$718.11	—	CL A	38259P508
WFC	WELLS FARGO & CO NEW	28,193	$1.448M	0.6%	$32.86	+25.0%	COM	949746101
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,855	$1.415M	0.5%	$127.50	+7.4%	CL B NEW	084670702
—	AETNA INC NEW	12,850	$1.406M	0.5%	$89.26	—	COM	00817Y108
—	REYNOLDS AMERICAN INC	31,307	$1.386M	0.5%	$49.80	—	COM	761713106
PNR	PENTAIR PLC	26,082	$1.331M	0.5%	$40.65	-18.8%	SHS	G7S00T104
ABBV	ABBVIE INC	23,552	$1.281M	0.5%	$34.75	+22.3%	COM	00287Y109
VOD	VODAFONE GROUP PLC NEW	39,452	$1.252M	0.5%	$34.73	—	SPNSR ADR NO PAR	92857W308
—	WALGREENS BOOTS ALLIANCE INC	14,668	$1.219M	0.5%	$78.03	—	COM	931427108
LYB	LYONDELLBASELL INDUSTRIES N	14,339	$1.195M	0.5%	$49.51	+0.6%	SHS - A -	N53745100
SMFG	SUMITOMO MITSUI FINL GROUP I	151,809	$1.158M	0.4%	$8.53	—	SPONSORED ADR	86562M209
OXY	OCCIDENTAL PETE CORP DEL	17,500	$1.157M	0.4%	$59.90	-14.3%	COM	674599105
MRK	MERCK & CO INC NEW	23,418	$1.157M	0.4%	$33.25	+15.5%	COM	58933Y105
URI	UNITED RENTALS INC	19,199	$1.153M	0.4%	$88.26	-23.8%	COM	911363109
KN	KNOWLES CORP	61,710	$1.137M	0.4%	$17.66	-3.2%	COM	49926D109
MNST	MONSTER BEVERAGE CORP NEW	8,407	$1.136M	0.4%	$22.35	+4.9%	COM	61174X109
MU	MICRON TECHNOLOGY INC	74,882	$1.122M	0.4%	$22.69	-26.0%	COM	595112103
TSCO	TRACTOR SUPPLY CO	13,087	$1.103M	0.4%	$10.10	+51.0%	COM	892356106
MUSA	MURPHY USA INC	20,022	$1.1M	0.4%	$56.32	-8.1%	COM	626755102
ADBE	ADOBE SYS INC	13,243	$1.089M	0.4%	$62.78	+29.1%	COM	00724F101
HD	HOME DEPOT INC	9,317	$1.076M	0.4%	$71.48	+26.5%	COM	437076102
CVS	CVS HEALTH CORP	11,004	$1.062M	0.4%	$47.77	+62.8%	COM	126650100
AMG	AFFILIATED MANAGERS GROUP	6,108	$1.044M	0.4%	$160.17	+18.9%	COM	008252108
MCD	MCDONALDS CORP	10,382	$1.023M	0.4%	$71.66	+5.1%	COM	580135101
PG	PROCTER & GAMBLE CO	14,143	$1.017M	0.4%	$57.48	-2.0%	COM	742718109
CMCSA	COMCAST CORP NEW	17,746	$1.01M	0.4%	$19.52	+19.6%	CL A	20030N101
—	NATIONAL GRID PLC	14,184	$988K	0.4%	$62.45	—	SPON ADR NEW	636274300
CSCO	CISCO SYS INC	36,003	$945K	0.4%	$15.95	+22.7%	COM	17275R102
IWF	ISHARES TR	10,047	$934K	0.4%	$98.53	—	RUS 1000 GRW ETF	464287614
—	WEYERHAEUSER CO	19,575	$934K	0.4%	$54.69	—	PREF CONV SER A	962166872
BMY	BRISTOL MYERS SQUIBB CO	15,695	$929K	0.4%	$32.35	+37.7%	COM	110122108
ABT	ABBOTT LABS	22,988	$925K	0.4%	$30.59	+26.8%	COM	002824100
AZN	ASTRAZENECA PLC	28,742	$915K	0.3%	$36.40	—	SPONSORED ADR	046353108
—	CERNER CORP	15,089	$905K	0.3%	$74.17	—	COM	156782104
MO	ALTRIA GROUP INC	15,630	$850K	0.3%	$17.16	+57.4%	COM	02209S103
—	TE CONNECTIVITY LTD	14,095	$845K	0.3%	$59.95	—	REG SHS	H84989104
NTTYY	NIPPON TELEG & TEL CORP	23,677	$836K	0.3%	$28.25	—	SPONSORED ADR	654624105
BCS	BARCLAYS PLC	54,762	$810K	0.3%	$15.75	—	ADR	06738E204
SLB	SCHLUMBERGER LTD	11,756	$810K	0.3%	$56.39	+4.5%	COM	806857108
DIS	DISNEY WALT CO	7,915	$809K	0.3%	$63.99	+55.8%	COM DISNEY	254687106
ULTA	ULTA SALON COSMETCS & FRAG I	4,848	$792K	0.3%	$157.30	+4.7%	COM	90384S303
—	ALEXION PHARMACEUTICALS INC	5,054	$791K	0.3%	$109.31	—	COM	015351109
NVS	NOVARTIS A G	8,560	$787K	0.3%	$77.69	—	SPONSORED ADR	66987V109
PRI	PRIMERICA INC	17,468	$787K	0.3%	$46.11	-5.1%	COM	74164M108
KHC	KRAFT HEINZ CO	11,145	$786K	0.3%	$47.82	0.0%	COM	500754106
SNN	SMITH & NEPHEW PLC	21,931	$768K	0.3%	$34.22	—	SPDN ADR NEW	83175M205
PM	PHILIP MORRIS INTL INC	9,642	$765K	0.3%	$49.30	-0.8%	COM	718172109
CHKP	CHECK POINT SOFTWARE TECH LT	9,555	$758K	0.3%	$69.85	+14.4%	ORD	M22465104
USB	US BANCORP DEL	18,469	$758K	0.3%	$27.10	+10.0%	COM NEW	902973304
—	ANADARKO PETE CORP	12,428	$750K	0.3%	$86.13	—	COM	032511107
QCOM	QUALCOMM INC	13,769	$740K	0.3%	$49.79	-11.3%	COM	747525103
KR	KROGER CO	20,238	$730K	0.3%	$22.78	+32.5%	COM	501044101
—	CANADIAN PAC RY LTD	4,993	$716K	0.3%	$125.79	—	COM	13645T100
—	EXPRESS SCRIPTS HLDG CO	8,754	$709K	0.3%	$78.70	—	COM	30219G108
EMBJ	EMBRAER S A	27,634	$707K	0.3%	$29.05	—	SP ADR REP 4 COM	29082A107
—	DISCOVER FINL SVCS	13,489	$701K	0.3%	$55.45	—	COM	254709108
HON	HONEYWELL INTL INC	7,293	$691K	0.3%	$62.77	+16.8%	COM	438516106
ORCL	ORACLE CORP	19,119	$691K	0.3%	$28.41	+15.8%	COM	68389X105
SHW	SHERWIN WILLIAMS CO	3,091	$689K	0.3%	$79.63	-0.0%	COM	824348106
ERIC	ERICSSON	69,951	$684K	0.3%	$10.01	—	ADR B SEK 10	294821608
NXPI	NXP SEMICONDUCTORS N V	7,849	$683K	0.3%	$80.76	-0.8%	COM	N6596X109
VYX	NCR CORP NEW	29,364	$668K	0.3%	$16.65	0.0%	COM	62886E108
IBM	INTERNATIONAL BUSINESS MACHS	4,593	$666K	0.3%	$113.65	-16.1%	COM	459200101
COST	COSTCO WHSL CORP NEW	4,520	$653K	0.2%	$120.76	-1.0%	COM	22160K105
—	TIDEWATER INC	48,825	$642K	0.2%	$40.32	—	COM	886423102
AMGN	AMGEN INC	4,560	$631K	0.2%	$76.85	+51.3%	COM	031162100
YUM	YUM BRANDS INC	7,625	$609K	0.2%	$42.73	+16.7%	COM	988498101
INTC	INTEL CORP	20,139	$607K	0.2%	$20.43	+10.7%	COM	458140100
SCHW	SCHWAB CHARLES CORP NEW	20,786	$594K	0.2%	$18.20	+55.1%	COM	808513105
SONY	SONY CORP	23,751	$582K	0.2%	$18.30	—	ADR NEW	835699307
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	9,281	$581K	0.2%	$40.33	+38.0%	CL A	192446102
—	SYNGENTA AG	9,015	$575K	0.2%	$67.70	—	SPONSORED ADR	87160A100
SPY	SPDR S&P 500 ETF TR	2,952	$566K	0.2%	$205.85	—	TR UNIT	78462F103
—	AEGON N V	96,792	$557K	0.2%	$8.18	—	NY REGISTRY SH	007924103
EA	ELECTRONIC ARTS INC	8,214	$556K	0.2%	$68.14	0.0%	COM	285512109
BBVA	BANCO BILBAO VIZCAYA ARGENTA	66,270	$555K	0.2%	$11.20	—	SPONSORED ADR	05946K101
IVW	ISHARES TR	5,115	$551K	0.2%	$84.05	—	S&P 500 GRWT ETF	464287309
BAC	BANK AMER CORP	34,473	$537K	0.2%	$12.79	+5.1%	COM	060505104
DUK	DUKE ENERGY CORP NEW	7,288	$524K	0.2%	$43.95	+7.3%	COM NEW	26441C204
COR	AMERISOURCEBERGEN CORP	5,495	$522K	0.2%	$46.11	+68.0%	COM	03073E105
HSBC	HSBC HLDGS PLC	13,657	$517K	0.2%	$44.36	—	SPON ADR NEW	404280406
SYK	STRYKER CORP	5,478	$515K	0.2%	$87.90	0.0%	COM	863667101
WMT	WAL-MART STORES INC	7,864	$510K	0.2%	$20.24	-6.6%	COM	931142103
GIS	GENERAL MLS INC	8,709	$489K	0.2%	$34.67	+15.3%	COM	370334104
—	RAYTHEON CO	4,454	$486K	0.2%	$73.84	—	COM NEW	755111507
NEE	NEXTERA ENERGY INC	4,905	$479K	0.2%	$15.98	+21.6%	COM	65339F101
CL	COLGATE PALMOLIVE CO	7,541	$479K	0.2%	$44.38	+15.6%	COM	194162103
UNH	UNITEDHEALTH GROUP INC	4,105	$476K	0.2%	$62.86	+61.0%	COM	91324P102
PHG	KONINKLIJKE PHILIPS N V	20,190	$474K	0.2%	$30.61	—	NY REG SH NEW	500472303
—	BT GROUP PLC	7,429	$474K	0.2%	$47.01	—	ADR	05577E101
MDLZ	MONDELEZ INTL INC	11,202	$469K	0.2%	$27.07	+25.7%	CL A	609207105
—	CENTURYLINK INC	18,681	$469K	0.2%	$34.97	—	COM	156700106
—	TECO ENERGY INC	17,848	$469K	0.2%	$17.76	—	COM	872375100
IWD	ISHARES TR	5,022	$468K	0.2%	$83.73	—	RUS 1000 VAL ETF	464287598
NSC	NORFOLK SOUTHERN CORP	6,114	$467K	0.2%	$77.43	-15.9%	COM	655844108
LMT	LOCKHEED MARTIN CORP	2,249	$466K	0.2%	$93.89	+63.9%	COM	539830109
IDXX	IDEXX LABS INC	6,231	$463K	0.2%	$72.49	-1.2%	COM	45168D104
WPP	WPP PLC NEW	4,316	$449K	0.2%	$107.18	—	ADR	92937A102
—	GLAXOSMITHKLINE PLC	11,632	$447K	0.2%	$48.73	—	SPONSORED ADR	37733W105
SNY	SANOFI	9,407	$446K	0.2%	$48.49	—	SPONSORED ADR	80105N105
IWM	ISHARES TR	4,015	$439K	0.2%	$106.86	—	RUSSELL 2000 ETF	464287655
—	VALEANT PHARMACEUTICALS INTL	2,452	$437K	0.2%	$94.28	—	COM	91911K102
BP	BP PLC	14,052	$429K	0.2%	$43.11	—	SPONSORED ADR	055622104
PLD	PROLOGIS INC	10,915	$425K	0.2%	$28.82	0.0%	COM	74340W103
LLY	LILLY ELI & CO	5,008	$419K	0.2%	$41.44	+70.0%	COM	532457108
NDAQ	NASDAQ INC	7,841	$418K	0.2%	$10.73	+35.0%	COM	631103108
ADM	ARCHER DANIELS MIDLAND CO	10,067	$417K	0.2%	$23.98	+39.9%	COM	039483102
BCE	BCE INC	10,136	$415K	0.2%	$23.00	-3.0%	COM NEW	05534B760
SO	SOUTHERN CO	9,089	$406K	0.2%	$26.75	+5.9%	COM	842587107
BIIB	BIOGEN INC	1,389	$405K	0.2%	$227.35	+45.3%	COM	09062X103
—	ALLERGAN PLC	1,479	$402K	0.2%	$303.05	—	SHS	G0177J108
VLO	VALERO ENERGY CORP NEW	6,687	$402K	0.2%	$25.02	+68.6%	COM	91913Y100
—	MCGRAW HILL FINL INC	4,609	$398K	0.2%	$99.26	—	COM	580645109
—	UNILEVER PLC	9,710	$396K	0.2%	$41.03	—	SPON ADR NEW	904767704
MTB	M & T BK CORP	3,241	$395K	0.2%	$90.11	+3.5%	COM	55261F104
FIS	FIDELITY NATL INFORMATION SV	5,872	$394K	0.1%	$45.05	+23.6%	COM	31620M106
ELV	ANTHEM INC	2,806	$393K	0.1%	$109.68	+18.4%	COM	036752103
D	DOMINION RES INC VA NEW	5,500	$387K	0.1%	$35.12	+27.9%	COM	25746U109
IWS	ISHARES TR	5,682	$381K	0.1%	$57.92	—	RUS MDCP VAL ETF	464287473
PSO	PEARSON PLC	21,917	$376K	0.1%	$17.16	—	SPONSORED ADR	705015105
—	CREDIT SUISSE NASSAU BRH	15,340	$374K	0.1%	$24.38	—	INVRS VIX STERM	22542D795
NVO	NOVO-NORDISK A S	6,721	$365K	0.1%	$69.71	—	ADR	670100205
GS	GOLDMAN SACHS GROUP INC	2,087	$363K	0.1%	$125.49	+26.6%	COM	38141G104
—	DELPHI AUTOMOTIVE PLC	4,749	$361K	0.1%	$81.99	—	SHS	G27823106
KSS	KOHLS CORP	7,459	$345K	0.1%	$69.43	-19.0%	COM	500255104
DEO	DIAGEO P L C	3,173	$342K	0.1%	$114.96	—	SPON ADR NEW	25243Q205
—	POWERSHARES ETF TRUST II	14,580	$336K	0.1%	$23.80	—	SENIOR LN PORT	73936Q769
GD	GENERAL DYNAMICS CORP	2,415	$333K	0.1%	$76.20	+51.5%	COM	369550108
SPG	SIMON PPTY GROUP INC NEW	1,812	$333K	0.1%	$97.71	+11.3%	COM	828806109
EOG	EOG RES INC	4,516	$329K	0.1%	$69.00	-17.2%	COM	26875P101
FTNT	FORTINET INC	7,746	$329K	0.1%	$8.85	0.0%	COM	34959E109
BFH	ALLIANCE DATA SYSTEMS CORP	1,236	$320K	0.1%	$135.10	+38.2%	COM	018581108
AEP	AMERICAN ELEC PWR INC	5,623	$319K	0.1%	$38.36	+0.2%	COM	025537101
—	COACH INC	10,871	$314K	0.1%	$36.53	—	COM	189754104
BTI	BRITISH AMERN TOB PLC	2,820	$310K	0.1%	$102.93	—	SPONSORED ADR	110448107
CRM	SALESFORCE COM INC	4,406	$306K	0.1%	$70.04	0.0%	COM	79466L302
—	TIME WARNER CABLE INC	1,695	$304K	0.1%	$114.83	—	COM	88732J207
NKE	NIKE INC	2,462	$303K	0.1%	$36.70	+35.1%	CL B	654106103
MDT	MEDTRONIC PLC	4,452	$298K	0.1%	$58.10	-1.9%	SHS	G5960L103
PPL	PPL CORP	9,032	$297K	0.1%	$16.78	+17.3%	COM	69351T106
—	UNITED TECHNOLOGIES CORP	3,255	$290K	0.1%	$102.75	—	COM	913017109
RDOG	ALPS ETF TR	7,000	$288K	0.1%	$39.43	—	C&S GLOBL ETF	00162Q106
CAT	CATERPILLAR INC DEL	4,361	$285K	0.1%	$65.18	-9.3%	COM	149123101
—	NATIONAL OILWELL VARCO INC	7,541	$284K	0.1%	$58.71	—	COM	637071101
—	MONSANTO CO NEW	3,307	$282K	0.1%	$101.44	—	COM	61166W101
WELL	WELLTOWER INC	4,155	$282K	0.1%	$44.80	0.0%	COM	95040Q104
—	VARIAN MED SYS INC	3,787	$279K	0.1%	$86.40	—	COM	92220P105
—	PRECISION CASTPARTS CORP	1,190	$274K	0.1%	$241.61	—	COM	740189105
PPG	PPG INDS INC	3,114	$273K	0.1%	$79.35	+6.3%	COM	693506107
—	ROYAL DUTCH SHELL PLC	5,722	$272K	0.1%	$68.56	—	SPON ADR B	780259107
ZBH	ZIMMER BIOMET HLDGS INC	2,876	$270K	0.1%	$97.13	-5.3%	COM	98956P102
NWL	NEWELL RUBBERMAID INC	6,763	$268K	0.1%	$27.80	0.0%	COM	651229106
CMI	CUMMINS INC	2,454	$266K	0.1%	$82.09	+13.2%	COM	231021106
MMM	3M CO	1,870	$265K	0.1%	$61.90	+41.4%	COM	88579Y101
AMT	AMERICAN TOWER CORP NEW	2,983	$262K	0.1%	$74.79	-2.4%	COM	03027X100
DVN	DEVON ENERGY CORP NEW	7,003	$260K	0.1%	$38.35	-17.8%	COM	25179M103
DTE	DTE ENERGY CO	3,197	$257K	0.1%	$47.24	0.0%	COM	233331107
FDX	FEDEX CORP	1,784	$257K	0.1%	$85.69	+59.1%	COM	31428X106
FITB	FIFTH THIRD BANCORP	13,389	$253K	0.1%	$14.23	-0.6%	COM	316773100
AAP	ADVANCE AUTO PARTS INC	1,320	$250K	0.1%	$128.66	+17.9%	COM	00751Y106
—	LABORATORY CORP AMER HLDGS	2,291	$249K	0.1%	$103.84	—	COM NEW	50540R409
F	FORD MTR CO DEL	18,263	$248K	0.1%	$8.33	-2.2%	COM PAR $0.01	345370860
XEL	XCEL ENERGY INC	6,943	$246K	0.1%	$23.56	+4.2%	COM	98389B100
CAH	CARDINAL HEALTH INC	3,199	$246K	0.1%	$35.84	+73.8%	COM	14149Y108
ADI	ANALOG DEVICES INC	4,358	$246K	0.1%	$46.74	+0.9%	COM	032654105
—	MARKIT LTD	8,376	$243K	0.1%	$29.01	—	SHS	G58249106
—	HCP INC	6,450	$241K	0.1%	$39.31	—	COM	40414L109
ORLY	O REILLY AUTOMOTIVE INC NEW	960	$240K	0.1%	$16.15	0.0%	COM	67103H107
TROW	PRICE T ROWE GROUP INC	3,454	$240K	0.1%	$53.87	-5.3%	COM	74144T108
PST	PROSHARES TR	10,425	$238K	0.1%	$27.42	—	PSHS ULSHT 7-10Y	74347R313
NDSN	NORDSON CORP	3,743	$236K	0.1%	$60.76	+3.4%	COM	655663102
KMI	KINDER MORGAN INC DEL	8,508	$236K	0.1%	$23.71	-17.6%	COM	49456B101
VTR	VENTAS INC	4,130	$231K	0.1%	$42.29	-1.8%	COM	92276F100
—	CORE LABORATORIES N V	2,308	$230K	0.1%	$115.75	—	COM	N22717107
ALL	ALLSTATE CORP	3,925	$229K	0.1%	$52.34	-4.9%	COM	020002101
—	MEAD JOHNSON NUTRITION CO	3,242	$228K	0.1%	$95.72	—	COM	582839106
PYPL	PAYPAL HLDGS INC	7,273	$226K	0.1%	$35.85	0.0%	COM	70450Y103
TRV	TRAVELERS COMPANIES INC	2,233	$222K	0.1%	$81.32	0.0%	COM	89417E109
VRSK	VERISK ANALYTICS INC	2,994	$221K	0.1%	$59.67	+19.4%	COM	92345Y106
—	ACE LTD	2,128	$220K	0.1%	$100.75	—	SHS	H0023R105
R	RYDER SYS INC	2,950	$218K	0.1%	$92.59	-7.8%	COM	783549108
PGR	PROGRESSIVE CORP OHIO	7,102	$218K	0.1%	$17.67	+25.9%	COM	743315103
ARLP	ALLIANCE RES PARTNER L P	9,753	$217K	0.1%	$63.00	—	UT LTD PART	01877R108
EW	EDWARDS LIFESCIENCES CORP	1,503	$214K	0.1%	$24.14	0.0%	COM	28176E108
CAE	CAE INC	20,000	$212K	0.1%	$9.33	+10.2%	COM	124765108
—	AVAGO TECHNOLOGIES LTD	1,698	$212K	0.1%	$124.85	—	SHS	Y0486S104
SNA	SNAP ON INC	1,403	$212K	0.1%	$125.68	0.0%	COM	833034101
LKQ	LKQ CORP	7,381	$209K	0.1%	$24.86	+10.0%	COM	501889208
UPS	UNITED PARCEL SERVICE INC	2,077	$205K	0.1%	$65.30	+3.8%	CL B	911312106
—	BARD C R INC	1,098	$205K	0.1%	$186.70	—	COM	067383109
—	SHIRE PLC	996	$204K	0.1%	$234.39	—	SPONSORED ADR	82481R106
FFIV	F5 NETWORKS INC	1,754	$203K	0.1%	$122.44	0.0%	COM	315616102
EMR	EMERSON ELEC CO	4,607	$203K	0.1%	$46.89	-20.4%	COM	291011104
TMO	THERMO FISHER SCIENTIFIC INC	1,640	$200K	0.1%	$82.00	+54.1%	COM	883556102
MCK	MCKESSON CORP	1,081	$200K	0.1%	$121.86	+60.5%	COM	58155Q103
CFFN	CAPITOL FED FINL INC	14,997	$182K	0.1%	$5.95	+1.3%	COM	14057J101
FCX	FREEPORT-MCMORAN INC	11,087	$108K	0.0%	$10.82	0.0%	CL B	35671D857