Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MSFT	MICROSOFT CORP	133,100	$8.766M	3.5%	$65.86 *	$38.86	+53.4%	COM	594918104
AAPL	APPLE INC	56,506	$8.118M	3.3%	$143.67 *	$22.92	+45.1%	COM	037833100
CMCSA	COMCAST CORP NEW	170,362	$6.404M	2.6%	$37.59 *	$26.36	+14.9%	CL A	20030N101
IBM	INTERNATIONAL BUSINESS MACHS	29,405	$5.121M	2.1%	$174.15 *	$101.02	+12.8%	COM	459200101
HD	HOME DEPOT INC	32,628	$4.791M	1.9%	$146.84 *	$87.86	+35.3%	COM	437076102
T	AT&T INC	109,877	$4.565M	1.8%	$41.55 *	$13.85	+20.6%	COM	00206R102
JPM	JPMORGAN CHASE & CO	47,610	$4.182M	1.7%	$87.84 *	$48.91	+41.9%	COM	46625H100
UNH	UNITEDHEALTH GROUP INC	25,487	$4.18M	1.7%	$164.01 *	$98.34	+45.1%	COM	91324P102
AMZN	AMAZON COM INC	4,119	$3.652M	1.5%	$886.62 *	$34.01	+30.3%	COM	023135106
—	ACTIVISION BLIZZARD INC	72,155	$3.598M	1.5%	$49.86	$43.45	—	COM	00507V109
—	AETNA INC NEW	28,155	$3.591M	1.5%	$127.54	$108.12	—	COM	00817Y108
LMT	LOCKHEED MARTIN CORP	13,339	$3.569M	1.4%	$267.56 *	$136.77	+55.1%	COM	539830109
GOOG	ALPHABET INC	4,168	$3.458M	1.4%	$829.65 *	$35.75	+15.2%	CAP STK CL C	02079K107
AMGN	AMGEN INC	19,650	$3.224M	1.3%	$164.07 *	$99.20	+27.0%	COM	031162100
—	RAYTHEON CO	20,125	$3.069M	1.2%	$152.50	$145.54	—	COM NEW	755111507
META	FACEBOOK INC	21,130	$3.002M	1.2%	$142.07	$104.71	+34.7%	CL A	30303M102
BA	BOEING CO	16,945	$2.997M	1.2%	$176.87 *	$115.69	+42.9%	COM	097023105
USB	US BANCORP DEL	56,023	$2.885M	1.2%	$51.50 *	$30.84	+19.8%	COM NEW	902973304
HII	HUNTINGTON INGALLS INDS INC	28,480	$2.851M	1.2%	$100.11 *	$135.03	+24.6%	COM	446413106
—	DOW CHEM CO	43,087	$2.738M	1.1%	$63.55	$44.43	—	COM	260543103
ABBV	ABBVIE INC	41,945	$2.733M	1.1%	$65.16 *	$42.78	+5.4%	COM	00287Y109
GOOGL	ALPHABET INC	3,133	$2.656M	1.1%	$847.75 *	$36.60	+15.0%	CAP STK CL A	02079K305
MO	ALTRIA GROUP INC	36,758	$2.625M	1.1%	$71.41 *	$28.59	+33.9%	COM	02209S103
—	DISCOVER FINL SVCS	36,005	$2.462M	1.0%	$68.38	$61.04	—	COM	254709108
PM	PHILIP MORRIS INTL INC	21,656	$2.445M	1.0%	$112.90 *	$54.30	+33.2%	COM	718172109
UGI	UGI CORP NEW	47,797	$2.361M	1.0%	$49.40	$34.64	+42.6%	COM	902681105
NEE	NEXTERA ENERGY INC	17,907	$2.299M	0.9%	$128.39 *	$16.90	+52.6%	COM	65339F101
GILD	GILEAD SCIENCES INC	32,836	$2.23M	0.9%	$67.91 *	$61.69	-20.2%	COM	375558103
INTC	INTEL CORP	61,065	$2.203M	0.9%	$36.08 *	$25.27	+17.3%	COM	458140100
MET	METLIFE INC	39,765	$2.1M	0.9%	$52.81 *	$32.33	+8.1%	COM	59156R108
AXP	AMERICAN EXPRESS CO	25,895	$2.049M	0.8%	$79.13 *	$59.05	+18.5%	COM	025816109
—	WALGREENS BOOTS ALLIANCE INC	24,665	$2.048M	0.8%	$83.03	$81.42	—	COM	931427108
LUV	SOUTHWEST AIRLS CO	37,370	$2.009M	0.8%	$53.76 *	$44.98	+7.4%	COM	844741108
GD	GENERAL DYNAMICS CORP	10,285	$1.925M	0.8%	$187.17 *	$110.89	+39.0%	COM	369550108
—	REYNOLDS AMERICAN INC	30,369	$1.914M	0.8%	$63.02	$48.24	—	COM	761713106
C	CITIGROUP INC	31,211	$1.867M	0.8%	$59.82 *	$40.40	+11.9%	COM NEW	172967424
—	WESTPAC BKG CORP	68,557	$1.832M	0.7%	$26.72	$33.48	—	SPONSORED ADR	961214301
ELV	ANTHEM INC	10,980	$1.816M	0.7%	$165.39 *	$127.84	+15.3%	COM	036752103
PKG	PACKAGING CORP AMER	18,755	$1.718M	0.7%	$91.60 *	$46.14	+53.7%	COM	695156109
PFE	PFIZER INC	49,542	$1.695M	0.7%	$34.21 *	$18.20	+21.4%	COM	717081103
CVS	CVS HEALTH CORP	20,901	$1.641M	0.7%	$78.51 *	$63.21	-5.6%	COM	126650100
NOC	NORTHROP GRUMMAN CORP	6,665	$1.585M	0.6%	$237.81 *	$155.99	+32.4%	COM	666807102
—	ROYAL DUTCH SHELL PLC	26,941	$1.504M	0.6%	$55.83	$62.05	—	SPON ADR B	780259107
SCHW	SCHWAB CHARLES CORP NEW	36,665	$1.496M	0.6%	$40.80 *	$29.17	+24.8%	COM	808513105
STLD	STEEL DYNAMICS INC	43,000	$1.495M	0.6%	$34.77 *	$26.96	+7.8%	COM	858119100
PEP	PEPSICO INC	13,170	$1.473M	0.6%	$111.85 *	$71.43	+20.1%	COM	713448108
BAC	BANK AMER CORP	61,930	$1.461M	0.6%	$23.59 *	$14.60	+32.3%	COM	060505104
STZ	CONSTELLATION BRANDS INC	8,813	$1.428M	0.6%	$162.03 *	$135.34	+4.6%	CL A	21036P108
BUD	ANHEUSER BUSCH INBEV SA/NV	12,518	$1.374M	0.6%	$109.76	$102.68	+6.9%	SPONSORED ADR	03524A108
NVS	NOVARTIS A G	18,315	$1.36M	0.6%	$74.26	$79.89	-7.0%	SPONSORED ADR	66987V109
NVDA	NVIDIA CORP	12,365	$1.347M	0.5%	$108.94 *	$2.26	+18.8%	COM	67066G104
—	PRICELINE GRP INC	748	$1.331M	0.5%	$1779.41	$1392.13	—	COM NEW	741503403
JBLU	JETBLUE AIRWAYS CORP	63,630	$1.311M	0.5%	$20.60	$19.75	+4.3%	COM	477143101
PNC	PNC FINL SVCS GROUP INC	10,663	$1.282M	0.5%	$120.23 *	$54.39	+64.9%	COM	693475105
IX	ORIX CORP	16,625	$1.236M	0.5%	$74.35	$69.98	+6.2%	SPONSORED ADR	686330101
CDNS	CADENCE DESIGN SYSTEM INC	38,865	$1.22M	0.5%	$31.39	$16.74	+87.5%	COM	127387108
WPP	WPP PLC NEW	11,066	$1.211M	0.5%	$109.43	$87.87	+24.5%	ADR	92937A102
PGR	PROGRESSIVE CORP OHIO	30,795	$1.207M	0.5%	$39.19 *	$24.29	+24.6%	COM	743315103
DHR	DANAHER CORP DEL	13,840	$1.184M	0.5%	$85.55 *	$67.31	+8.0%	COM	235851102
ING	ING GROEP N V	78,305	$1.182M	0.5%	$15.09	$13.80	+9.4%	SPONSORED ADR	456837103
BK	BANK NEW YORK MELLON CORP	23,910	$1.129M	0.5%	$47.22 *	$34.37	+8.7%	COM	064058100
WFC	WELLS FARGO & CO NEW	19,875	$1.106M	0.4%	$55.65 *	$34.86	+25.1%	COM	949746101
—	INTERPUBLIC GROUP COS INC	44,815	$1.101M	0.4%	$24.57 *	$15.93	+9.5%	COM	460690100
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,495	$1.083M	0.4%	$166.74	$155.61	+7.1%	CL B NEW	084670702
—	CELGENE CORP	8,572	$1.067M	0.4%	$124.48	$112.03	—	COM	151020104
LOW	LOWES COS INC	12,935	$1.063M	0.4%	$82.18 *	$58.12	+20.2%	COM	548661107
AMP	AMERIPRISE FINL INC	8,185	$1.061M	0.4%	$129.63 *	$83.90	+30.0%	COM	03076C106
—	ANADARKO PETE CORP	16,810	$1.042M	0.4%	$61.99	$63.29	—	COM	032511107
MAN	MANPOWERGROUP INC	10,000	$1.026M	0.4%	$102.60	$78.37	+30.9%	COM	56418H100
MGA	MAGNA INTL INC	23,770	$1.026M	0.4%	$43.16 *	$33.64	-1.4%	COM	559222401
URI	UNITED RENTALS INC	8,145	$1.019M	0.4%	$125.11 *	$92.73	+30.6%	COM	911363109
—	GREAT PLAINS ENERGY INC	34,290	$1.002M	0.4%	$29.22	$28.20	—	COM	391164100
TM	TOYOTA MOTOR CORP	8,965	$974K	0.4%	$108.64	$118.07	-8.0%	SP ADR REP2COM	892331307
—	GENERAL ELECTRIC CO	32,617	$972K	0.4%	$29.80	$28.57	—	COM	369604103
—	TOTAL S A	18,659	$941K	0.4%	$50.43	$60.96	—	SPONSORED ADR	89151E109
NTTYY	NIPPON TELEG TEL CORP	21,825	$935K	0.4%	$42.84	$32.41	+32.2%	SPONSORED ADR	654624105
TD	TORONTO DOMINION BK ONT	18,585	$931K	0.4%	$50.09	$51.25	-2.3%	COM NEW	891160509
CNI	CANADIAN NATL RY CO	12,530	$926K	0.4%	$73.90 *	$44.42	+41.8%	COM	136375102
TJX	TJX COS INC NEW	11,542	$913K	0.4%	$79.10 *	$27.62	+26.5%	COM	872540109
DLX	DELUXE CORP	12,635	$912K	0.4%	$72.18 *	$30.36	+62.4%	COM	248019101
RYAAY	RYANAIR HLDGS PLC	10,961	$910K	0.4%	$83.02	$81.31	+2.1%	SPONSORED ADR NE	783513203
—	ENSCO PLC	101,040	$904K	0.4%	$8.95	$9.67	—	SHS CLASS A	G3157S106
TXN	TEXAS INSTRS INC	11,105	$895K	0.4%	$80.59 *	$60.64	+4.2%	COM	882508104
SLB	SCHLUMBERGER LTD	11,365	$888K	0.4%	$78.13 *	$63.76	-4.8%	COM	806857108
—	SHIRE PLC	5,060	$882K	0.4%	$174.31	$186.86	—	SPONSORED ADR	82481R106
—	TWENTY FIRST CENTY FOX INC	26,685	$864K	0.3%	$32.38	$32.38	—	CL A	90130A101
—	ALLERGAN PLC	3,605	$861K	0.3%	$238.83	$252.22	—	SHS	G0177J108
SBUX	STARBUCKS CORP	14,534	$849K	0.3%	$58.41 *	$45.88	+5.4%	COM	855244109
INGR	INGREDION INC	7,005	$844K	0.3%	$120.49	$89.92	+33.9%	COM	457187102
SAP	SAP SE	8,570	$841K	0.3%	$98.13	$79.78	+23.0%	SPON ADR	803054204
LAMR	LAMAR ADVERTISING CO NEW	11,140	$833K	0.3%	$74.78	$67.21	—	CL A	512816109
—	DUKE REALTY CORP	31,415	$825K	0.3%	$26.26	$23.85	—	COM NEW	264411505
—	FOOT LOCKER INC	10,575	$791K	0.3%	$74.80	$72.22	—	COM	344849104
WEC	WEC ENERGY GROUP INC	13,047	$791K	0.3%	$60.63 *	$35.05	+30.6%	COM	92939U106
ACM	AECOM	22,165	$789K	0.3%	$35.60 *	$30.34	+12.8%	COM	00766T100
—	WELLCARE HEALTH PLANS INC	5,595	$784K	0.3%	$140.13	$138.34	—	COM	94946T106
—	TUPPERWARE BRANDS CORP	12,228	$767K	0.3%	$62.72	$67.47	—	COM	899896104
GPK	GRAPHIC PACKAGING HLDG CO	59,295	$763K	0.3%	$12.87	$13.33	-3.5%	COM	388689101
MA	MASTERCARD INCORPORATED	6,765	$761K	0.3%	$112.49 *	$77.90	+37.3%	CL A	57636Q104
PPL	PPL CORP	20,235	$757K	0.3%	$37.41 *	$22.39	+13.1%	COM	69351T106
LVS	LAS VEGAS SANDS CORP	13,125	$749K	0.3%	$57.07 *	$45.47	+3.3%	COM	517834107
FULT	FULTON FINL CORP PA	41,940	$749K	0.3%	$17.86 *	$8.24	+53.9%	COM	360271100
—	MARATHON OIL CORP	46,885	$741K	0.3%	$15.80	$17.12	—	COM	565849106
EMR	EMERSON ELEC CO	12,271	$735K	0.3%	$59.90 *	$41.31	+16.8%	COM	291011104
EWBC	EAST WEST BANCORP INC	14,055	$725K	0.3%	$51.58 *	$24.75	+69.7%	COM	27579R104
MPT	MEDICAL PPTYS TRUST INC	55,895	$720K	0.3%	$12.88	$14.69	—	COM	58463J304
COP	CONOCOPHILLIPS	14,340	$715K	0.3%	$49.86 *	$36.28	+4.3%	COM	20825C104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	21,665	$711K	0.3%	$32.82	$23.40	+40.4%	SPONSORED ADR	874039100
BTI	BRITISH AMERN TOB PLC	10,546	$699K	0.3%	$66.28	$55.43	+19.6%	SPONSORED ADR	110448107
WRB	BERKLEY W R CORP	9,777	$691K	0.3%	$70.68 *	$11.16	+53.6%	COM	084423102
—	LAM RESEARCH CORP	5,360	$688K	0.3%	$128.36	$107.39	—	COM	512807108
AMG	AFFILIATED MANAGERS GROUP	4,160	$682K	0.3%	$163.94 *	$138.21	+15.0%	COM	008252108
—	BHP BILLITON PLC	21,660	$675K	0.3%	$31.16	$24.22	—	SPONSORED ADR	05545E209
DUK	DUKE ENERGY CORP NEW	8,204	$673K	0.3%	$82.03 *	$44.85	+27.9%	COM NEW	26441C204
—	VCA INC	7,245	$663K	0.3%	$91.51	$64.75	—	COM	918194101
PTC	PTC INC	12,305	$647K	0.3%	$52.58	$35.76	+47.0%	COM	69370C100
PRU	PRUDENTIAL FINL INC	5,980	$638K	0.3%	$106.69 *	$63.52	+12.0%	COM	744320102
—	REALOGY HLDGS CORP	21,070	$628K	0.3%	$29.81	$29.81	—	COM	75605Y106
KMB	KIMBERLY CLARK CORP	4,743	$624K	0.3%	$131.56 *	$79.11	+22.8%	COM	494368103
—	UNITED STATES STL CORP NEW	18,395	$622K	0.3%	$33.81	$33.15	—	COM	912909108
VZ	VERIZON COMMUNICATIONS INC	12,747	$621K	0.3%	$48.72 *	$27.60	+10.7%	COM	92343V104
CRUS	CIRRUS LOGIC INC	10,235	$621K	0.3%	$60.67	$55.81	+8.7%	COM	172755100
GRMN	GARMIN LTD	12,142	$621K	0.3%	$51.14 *	$32.44	+26.3%	SHS	H2906T109
BHP	BHP BILLITON LTD	16,975	$617K	0.2%	$36.35	$30.77	+18.0%	SPONSORED ADR	088606108
AZN	ASTRAZENECA PLC	19,480	$607K	0.2%	$31.16	$46.73	—	SPONSORED ADR	046353108
BIIB	BIOGEN INC	2,215	$606K	0.2%	$273.59	$295.90	-7.6%	COM	09062X103
JNJ	JOHNSON & JOHNSON	4,750	$592K	0.2%	$124.63 *	$82.64	+18.3%	COM	478160104
OKE	ONEOK INC NEW	10,599	$588K	0.2%	$55.48 *	$25.07	+28.5%	COM	682680103
—	NATIONAL GRID PLC	9,195	$584K	0.2%	$63.51	$65.45	—	SPON ADR NEW	636274300
SMFG	SUMITOMO MITSUI FINL GROUP I	80,110	$581K	0.2%	$7.25	$7.46	-2.8%	SPONSORED ADR	86562M209
CRL	CHARLES RIV LABS INTL INC	6,325	$569K	0.2%	$89.96	$66.81	+34.6%	COM	159864107
AOS	SMITH A O	11,040	$565K	0.2%	$51.18 *	$35.23	+24.9%	COM	831865209
CAH	CARDINAL HEALTH INC	6,860	$559K	0.2%	$81.49 *	$60.45	+4.4%	COM	14149Y108
AFG	AMERICAN FINL GROUP INC OHIO	5,750	$549K	0.2%	$95.48 *	$24.23	+94.0%	COM	025932104
ASML	ASML HOLDING N V	4,120	$547K	0.2%	$132.77	$97.71	+35.9%	N Y REGISTRY SHS	N07059210
—	WYNDHAM WORLDWIDE CORP	6,450	$544K	0.2%	$84.34	$76.88	—	COM	98310W108
GNTX	GENTEX CORP	25,415	$542K	0.2%	$21.33	$16.22	+31.5%	COM	371901109
—	SPECTRUM BRANDS HLDGS INC	3,895	$541K	0.2%	$138.90	$138.90	—	COM	84763R101
—	BIOVERATIV INC	9,905	$539K	0.2%	$54.42	$54.42	—	COM	09075E100
CNC	CENTENE CORP DEL	7,560	$539K	0.2%	$71.30 *	$33.47	+6.5%	COM	15135B101
FCX	FREEPORT-MCMORAN INC	48,510	$528K	0.2%	$10.88 *	$11.96	+1.3%	CL B	35671D857
EG	EVEREST RE GROUP LTD	2,180	$510K	0.2%	$233.94 *	$144.28	+35.3%	COM	G3223R108
LDOS	LEIDOS HLDGS INC	9,890	$506K	0.2%	$51.16 *	$34.00	+31.7%	COM	525327102
—	HANESBRANDS INC	24,310	$505K	0.2%	$20.77	$33.24	—	COM	410345102
NGVT	INGEVITY CORP	8,278	$504K	0.2%	$60.88	$34.62	+75.8%	COM	45688C107
—	SVB FINL GROUP	2,710	$504K	0.2%	$185.98	$171.61	—	COM	78486Q101
—	BLACKROCK INC	1,305	$501K	0.2%	$383.91	$320.35	—	COM	09247X101
RGA	REINSURANCE GROUP AMER INC	3,910	$496K	0.2%	$126.85	$85.57	+48.4%	COM NEW	759351604
NUE	NUCOR CORP	8,175	$488K	0.2%	$59.69 *	$46.79	+5.4%	COM	670346105
—	TRIUMPH GROUP INC NEW	18,895	$487K	0.2%	$25.77	$29.51	—	COM	896818101
—	ROWAN COMPANIES PLC	31,095	$484K	0.2%	$15.57	$18.09	—	SHS CL A	G7665A101
KO	COCA COLA CO	11,217	$476K	0.2%	$42.44 *	$28.78	+12.2%	COM	191216100
CB	CHUBB LIMITED	3,441	$469K	0.2%	$136.30 *	$97.88	+19.5%	COM	H1467J104
EXP	EAGLE MATERIALS INC	4,780	$464K	0.2%	$97.07 *	$97.69	-4.7%	COM	26969P108
XOM	EXXON MOBIL CORP	5,555	$456K	0.2%	$82.09 *	$57.02	-3.0%	COM	30231G102
V	VISA INC	5,129	$456K	0.2%	$88.91 *	$69.26	+20.8%	COM CL A	92826C839
QSR	RESTAURANT BRANDS INTL INC	8,045	$448K	0.2%	$55.69	$46.13	+20.8%	COM	76131D103
ARW	ARROW ELECTRS INC	6,020	$442K	0.2%	$73.42	$51.22	+43.3%	COM	042735100
GPC	GENUINE PARTS CO	4,771	$441K	0.2%	$92.43 *	$57.73	+24.2%	COM	372460105
SBNY	SIGNATURE BK NEW YORK N Y	2,975	$441K	0.2%	$148.24	$145.86	—	COM	82669G104
AL	AIR LEASE CORP	11,325	$439K	0.2%	$38.76 *	$25.93	+29.2%	CL A	00912X302
—	B/E AEROSPACE INC	6,785	$435K	0.2%	$64.11	$46.14	—	COM	073302101
WMB	WILLIAMS COS INC DEL	14,320	$424K	0.2%	$29.61 *	$18.49	-0.1%	COM	969457100
FTNT	FORTINET INC	11,040	$423K	0.2%	$38.32 *	$7.00	+9.5%	COM	34959E109
GS	GOLDMAN SACHS GROUP INC	1,835	$422K	0.2%	$229.97 *	$200.04	-4.7%	COM	38141G104
BMY	BRISTOL MYERS SQUIBB CO	7,680	$418K	0.2%	$54.43 *	$39.93	-0.8%	COM	110122108
CBSH	COMMERCE BANCSHARES INC	7,451	$418K	0.2%	$56.10 *	$29.57	+22.3%	COM	200525103
HLT	HILTON WORLDWIDE HLDGS INC	7,059	$413K	0.2%	$58.51 *	$48.37	+16.7%	COM	43300A203
OHI	OMEGA HEALTHCARE INVS INC	12,314	$406K	0.2%	$32.97	$35.74	—	COM	681936100
HMC	HONDA MOTOR LTD	13,330	$403K	0.2%	$30.23	$30.83	-1.9%	AMERN SHS	438128308
RJF	RAYMOND JAMES FINANCIAL INC	5,290	$403K	0.2%	$76.18 *	$30.35	+47.1%	COM	754730109
RIO	RIO TINTO PLC	9,850	$401K	0.2%	$40.71	$44.94	-9.5%	SPONSORED ADR	767204100
ETR	ENTERGY CORP NEW	5,225	$397K	0.2%	$75.98 *	$25.34	+7.4%	COM	29364G103
CSL	CARLISLE COS INC	3,680	$392K	0.2%	$106.52 *	$64.90	+46.8%	COM	142339100
MAS	MASCO CORP	11,385	$387K	0.2%	$33.99 *	$29.20	+1.8%	COM	574599106
MDLZ	MONDELEZ INTL INC	8,920	$384K	0.2%	$43.05 *	$28.73	+21.9%	CL A	609207105
OSK	OSHKOSH CORP	5,520	$379K	0.2%	$68.66 *	$59.83	-0.1%	COM	688239201
DEO	DIAGEO P L C	3,280	$379K	0.2%	$115.55	$112.20	+3.0%	SPON ADR NEW	25243Q205
VLO	VALERO ENERGY CORP NEW	5,650	$375K	0.2%	$66.37 *	$43.05	+8.7%	COM	91913Y100
ETN	EATON CORP PLC	4,902	$364K	0.1%	$74.26 *	$44.56	+39.0%	SHS	G29183103
AMD	ADVANCED MICRO DEVICES INC	24,840	$361K	0.1%	$14.53	$12.69	+14.6%	COM	007903107
—	CREDIT SUISSE GROUP	23,825	$354K	0.1%	$14.86	$13.22	—	SPONSORED ADR	225401108
AER	AERCAP HOLDINGS NV	7,685	$353K	0.1%	$45.93	$42.17	+7.3%	SHS	N00985106
FR	FIRST INDUSTRIAL REALTY TRUS	13,110	$349K	0.1%	$26.62	$26.62	—	COM	32054K103
JLL	JONES LANG LASALLE INC	3,105	$346K	0.1%	$111.43	$133.19	-17.7%	COM	48020Q107
—	NEWFIELD EXPL CO	9,230	$341K	0.1%	$36.94	$40.24	—	COM	651290108
ALL	ALLSTATE CORP	4,180	$341K	0.1%	$81.58 *	$64.52	+3.8%	COM	020002101
PB	PROSPERITY BANCSHARES INC	4,830	$337K	0.1%	$69.77 *	$48.03	+12.4%	COM	743606105
MD	MEDNAX INC	4,715	$327K	0.1%	$69.35	$76.09	-8.8%	COM	58502B106
—	UNITI GROUP INC	12,420	$321K	0.1%	$25.85	$25.85	—	COM	91325V108
WBS	WEBSTER FINL CORP CONN	6,325	$317K	0.1%	$50.12	$45.93	+8.9%	COM	947890109
MS	MORGAN STANLEY	7,195	$308K	0.1%	$42.81 *	$29.66	+12.0%	COM NEW	617446448
—	ANNALY CAP MGMT INC	26,560	$295K	0.1%	$11.11	$12.01	—	COM	035710409
ALB	ALBEMARLE CORP	2,760	$292K	0.1%	$105.80 *	$64.37	+45.8%	COM	012653101
—	BROOKFIELD ASSET MGMT INC	7,795	$284K	0.1%	$36.43	$36.43	—	CL A LTD VT SH	112585104
PHG	KONINKLIJKE PHILIPS N V	8,860	$284K	0.1%	$32.05	$25.99	+23.6%	NY REG SH NEW	500472303
SCCO	SOUTHERN COPPER CORP	7,730	$277K	0.1%	$35.83 *	$20.22	+18.5%	COM	84265V105
CBT	CABOT CORP	4,600	$276K	0.1%	$60.00 *	$39.36	+22.8%	COM	127055101
BP	BP PLC	7,910	$273K	0.1%	$34.51	$34.48	+0.1%	SPONSORED ADR	055622104
KHC	KRAFT HEINZ CO	2,984	$271K	0.1%	$90.82 *	$49.55	+22.3%	COM	500754106
—	BT GROUP PLC	13,290	$267K	0.1%	$20.09	$20.09	—	ADR	05577E101
PAYX	PAYCHEX INC	4,510	$266K	0.1%	$58.98 *	$28.23	+60.6%	COM	704326107
NMR	NOMURA HLDGS INC	42,385	$266K	0.1%	$6.28	$5.78	+8.5%	SPONSORED ADR	65535H208
MRSH	MARSH & MCLENNAN COS INC	3,490	$258K	0.1%	$73.93 *	$61.73	+3.8%	COM	571748102
RMD	RESMED INC	3,565	$257K	0.1%	$72.09 *	$53.35	+23.0%	COM	761152107
MUFG	MITSUBISHI UFJ FINL GROUP IN	39,990	$254K	0.1%	$6.35	$6.05	+4.9%	SPONSORED ADR	606822104
—	CONVERGYS CORP	11,960	$253K	0.1%	$21.15	$22.82	—	COM	212485106
NWL	NEWELL BRANDS INC	5,270	$249K	0.1%	$47.25 *	$32.19	-0.3%	COM	651229106
TPH	TRI POINTE GROUP INC	19,780	$248K	0.1%	$12.54	$12.14	+3.3%	COM	87265H109
COF	CAPITAL ONE FINL CORP	2,825	$245K	0.1%	$86.73 *	$69.51	+7.0%	COM	14040H105
—	EXTENDED STAY AMER INC	15,270	$243K	0.1%	$15.91	$16.13	—	UNIT 99/99/9999B	30224P200
—	WESTROCK CO	4,600	$239K	0.1%	$51.96	$48.53	—	COM	96145D105
SNX	SYNNEX CORP	2,070	$232K	0.1%	$112.08 *	$51.02	-1.1%	COM	87162W100
CBRE	CBRE GROUP INC	6,635	$231K	0.1%	$34.82	$32.73	+6.3%	CL A	12504L109
ADI	ANALOG DEVICES INC	2,790	$229K	0.1%	$82.08 *	$66.43	+4.6%	COM	032654105
—	NOBLE CORP PLC	36,675	$227K	0.1%	$6.19	$6.19	—	SHS USD	G65431101
—	INTEGRATED DEVICE TECHNOLOGY	9,430	$223K	0.1%	$23.65	$23.12	—	COM	458118106
STWD	STARWOOD PPTY TR INC	9,405	$212K	0.1%	$22.54	$22.54	—	COM	85571B105
BC	BRUNSWICK CORP	3,450	$211K	0.1%	$61.16 *	$38.40	+36.4%	COM	117043109
—	SOTHEBYS	4,600	$209K	0.1%	$45.43	$45.43	—	COM	835898107
NOK	NOKIA CORP	38,435	$208K	0.1%	$5.41	$4.80	+12.8%	SPONSORED ADR	654902204
—	CYPRESS SEMICONDUCTOR CORP	13,110	$180K	0.1%	$13.73	$13.73	—	COM	232806109
STM	STMICROELECTRONICS N V	11,005	$170K	0.1%	$15.45	$13.94	+10.9%	NY REGISTRY	861012102
—	NABORS INDUSTRIES LTD	12,295	$161K	0.1%	$13.09	$13.09	—	SHS	G6359F103
—	QEP RES INC	11,155	$142K	0.1%	$12.73	$18.99	—	COM	74733V100
GGB	GERDAU S A	32,655	$113K	0.0%	$3.46	$3.91	-11.8%	SPON ADR REP PFD	373737105