Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TGT	TARGET CORP	999,146	$82M	2.5%	$47.33	+18.3%	CS	87612E106
—	CIGNA CORP	624,473	$80.83M	2.5%	$73.17	—	CS	125509109
—	AETNA INC NEW	752,853	$80.2M	2.5%	$64.03	—	CS	00817Y108
AAPL	APPLE COMPUTER INC	528,204	$65.72M	2.0%	$22.64	+18.6%	CS	037833100
AXP	AMERICAN EXPRESS CO	816,844	$63.81M	2.0%	$59.96	+18.4%	CS	025816109
LMT	LOCKHEED MARTIN CORP	307,059	$62.32M	1.9%	$72.71	+102.3%	CS	539830109
HON	HONEYWELL INTERNATION	597,374	$62.31M	1.9%	$53.91	+35.4%	CS	438516106
WM	WASTE MANAGEMENT INC	1,132,379	$61.41M	1.9%	$30.89	+39.1%	CS	94106L109
ETN	EATON CORP PLC	883,683	$60.04M	1.8%	$47.39	+10.9%	CS	G29183103
BRK/B	BERKSHIRE HATHAWAY IN	411,182	$59.34M	1.8%	$115.05	+27.9%	CS	084670702
—	GENERAL ELEC CO	2,382,594	$59.11M	1.8%	$23.59	—	CS	369604103
CVX	CHEVRON CORP NEW	531,239	$55.77M	1.7%	$71.56	-6.5%	CS	166764100
AMP	AMERIPRISE FINL INC	411,449	$53.83M	1.6%	$60.69	+72.4%	CS	03076C106
MSFT	MICROSOFT CORP	1,283,712	$52.19M	1.6%	$36.23	+2.8%	CS	594918104
MMM	3M CO	312,720	$51.58M	1.6%	$61.26	+58.1%	CS	88579Y101
GIS	GENERAL MILLS INC	907,837	$51.38M	1.6%	$31.98	+14.6%	CS	370334104
MRK	MERCK & CO INC NEW	861,818	$49.54M	1.5%	$33.37	+20.8%	CS	58933Y105
KMB	KIMBERLY CLARK CORP	462,475	$49.54M	1.5%	$63.40	+20.4%	CS	494368103
CAT	CATERPILLAR INC	603,192	$48.27M	1.5%	$62.34	+1.3%	CS	149123101
PEP	PEPSICO INC	490,220	$46.88M	1.4%	$61.38	+13.6%	CS	713448108
EMR	EMERSON ELEC CO	795,197	$45.02M	1.4%	$43.09	+0.7%	CS	291011104
MO	ALTRIA GROUP INC	888,882	$44.46M	1.4%	$17.44	+50.2%	CS	02209S103
WFC	WELLS FARGO & CO NEW	784,524	$42.68M	1.3%	$28.23	+41.2%	CS	949746101
ABT	ABBOTT LABS	918,305	$42.54M	1.3%	$32.67	+14.6%	CS	002824100
—	DOW CHEM CO	849,903	$40.78M	1.2%	$35.65	—	CS	260543103
PM	PHILIP MORRIS INTL IN	504,123	$37.98M	1.2%	$49.32	-4.6%	CS	718172109
—	ACE LTD	333,117	$37.14M	1.1%	$112.49	—	CS	H0023R105
—	AGL RES INC	714,601	$35.48M	1.1%	$43.97	—	CS	001204106
PRU	PRUDENTIAL FINL INC	440,508	$35.38M	1.1%	$51.20	-1.4%	CS	744320102
INTC	INTEL CORP	1,099,821	$34.39M	1.1%	$24.94	+4.3%	CS	458140100
XOM	EXXON MOBIL CORPORATION	395,004	$33.58M	1.0%	$55.41	+0.3%	CS	30231G102
PEG	PUBLIC SVC ENTERPRISE	784,383	$32.88M	1.0%	$21.95	+29.9%	CS	744573106
QCOM	QUALCOMM INC	467,054	$32.39M	1.0%	$51.21	+0.9%	CS	747525103
—	SPECTRA ENERGY CORP	887,222	$32.09M	1.0%	$34.68	—	CS	847560109
DUK	DUKE ENERGY CORP COM	408,942	$31.4M	1.0%	$42.32	+22.4%	CS	26441C204
—	PLUM CREEK TIMBER CO	710,142	$30.86M	0.9%	$46.38	—	CS	729251108
ABBV	ABBVIE INC	525,737	$30.78M	0.9%	$31.65	+22.7%	CS	00287Y109
BRK/A	BERKSHIRE HATHAWAY	140	$30.45M	0.9%	$165023.42	+33.9%	CS	084670108
PSX	PHI LLIPS 66	381,731	$30M	0.9%	$44.73	+10.1%	CS	718546104
—	NATIONAL OILWELL VARCO INC	577,306	$28.86M	0.9%	$49.99	—	CS	637071101
MDLZ	MONDELEZ INTL INC	766,519	$27.66M	0.8%	$23.91	+18.5%	CS	609207105
—	ROYAL DUTCH SHELL PLC	447,513	$26.69M	0.8%	$63.45	—	CS	780259206
NSC	NORFOLK SOUTHERN CORP	246,243	$25.34M	0.8%	$57.67	+46.0%	CS	655844108
COP	CONOCOPHILLIPS	380,842	$23.71M	0.7%	$43.31	+5.2%	CS	20825C104
ACN	ACCENTURE PLC	249,719	$23.4M	0.7%	$74.15	+0.6%	CS	G1151C101
—	KRAFT FOODS GROUP INC	256,046	$22.3M	0.7%	$57.48	—	CS	50076Q106
AMGN	AMGEN INC	131,587	$21.04M	0.6%	$113.51	+1.3%	CS	031162100
C	CITIGROUP INC	389,146	$20.05M	0.6%	$36.10	+5.1%	CS	172967424
CLX	CLOROX	175,114	$19.33M	0.6%	$60.00	+33.2%	CS	189054109
BAC	BANK AMER CORP	1,183,144	$18.21M	0.6%	$10.95	+16.5%	CS	060505104
SLB	SCHLUMBERGER	216,083	$18.03M	0.6%	$59.36	+3.3%	CS	806857108
KR	KROGER CO	205,554	$15.76M	0.5%	$19.51	+48.2%	CS	501044101
ITW	ILLINOIS TOOL WORKS INC	146,176	$14.2M	0.4%	$50.48	+47.7%	CS	452308109
BA	BOEING CO	92,989	$13.96M	0.4%	$109.53	+16.7%	CS	097023105
TRV	TRAVELERS COMPANIES INC	125,856	$13.61M	0.4%	$72.41	+16.0%	CS	89417E109
ELV	ANTHEM INC COM	86,131	$13.3M	0.4%	$105.54	+15.6%	CS	036752103
JPM	JP MORGAN CHASE & CO	206,553	$12.51M	0.4%	$37.07	+19.4%	CS	46625H100
CVS	CVS CORPORATION	118,856	$12.27M	0.4%	$46.55	+59.5%	CS	126650100
—	JOHNSON CONTROLS	233,799	$11.79M	0.4%	$37.67	—	CS	478366107
FLOT	ISHARES TR FLTG RATE NT	230,744	$11.69M	0.4%	$46.59	—	ETF	46429B655
CSCO	CISCO SYS INC	412,501	$11.35M	0.3%	$17.18	+17.0%	CS	17275R102
PCG	PGANDE CORP	210,092	$11.15M	0.3%	$41.28	+21.0%	CS	69331C108
BIO	BIO RAD LABS INC	80,801	$10.92M	0.3%	$120.72	+2.7%	CS	090572207
ORCL	ORACLE CORP	241,155	$10.41M	0.3%	$33.13	+11.2%	CS	68389X105
GM	GENERAL MTRS CO	275,655	$10.34M	0.3%	$28.15	0.0%	CS	37045V100
—	DREAMWORKS ANIMATION SKG INC	425,019	$10.29M	0.3%	$23.18	—	CS	26153C103
T	AT AND T INC	305,906	$9.988M	0.3%	$11.63	+1.4%	CS	00206R102
VZ	VERIZON COMMUNICATIONS	201,616	$9.805M	0.3%	$27.70	-0.3%	CS	92343V104
PPG	PPG INDS INC	42,658	$9.621M	0.3%	$60.26	+56.6%	CS	693506107
—	ACTUANT CORP	355,965	$8.451M	0.3%	$31.15	—	CS	00508X203
META	FACEBOOK INC	99,010	$8.14M	0.2%	$68.26	+14.0%	CS	30303M102
SCSC	SCANSOURCE INC	198,451	$8.067M	0.2%	$37.80	+0.2%	CS	806037107
MET	METLIFE INC	157,061	$7.939M	0.2%	$32.45	-3.8%	CS	59156R108
JNJ	JOHNSON AND JOHNSON	78,333	$7.88M	0.2%	$61.84	+21.5%	CS	478160104
—	DIEBOLD INC	222,081	$7.875M	0.2%	$36.46	—	CS	253651103
—	TUPPERWARE CORP	112,502	$7.765M	0.2%	$65.56	—	CS	899896104
LYV	LIVE NATION INC	302,316	$7.627M	0.2%	$24.61	+2.5%	CS	538034109
—	INTREPID POTASH INC	658,972	$7.611M	0.2%	$13.21	—	CS	46121Y102
KMT	KENNAMETAL INC	225,020	$7.581M	0.2%	$29.62	-15.5%	CS	489170100
CAH	CARDINAL HEALTH INC	82,748	$7.47M	0.2%	$56.25	+13.2%	CS	14149Y108
—	MONTPELIER RE HOLDINGS LTD	193,061	$7.421M	0.2%	$35.17	—	CS	G62185106
MCK	MCKESSON CORP	31,276	$7.075M	0.2%	$174.42	+17.1%	CS	58155Q103
—	BABCOCK N WILCOX CO NEW	211,912	$6.8M	0.2%	$32.09	—	CS	05615F102
—	MENS WEARHOUSE INC	126,465	$6.601M	0.2%	$49.20	—	CS	587118100
GIL	GILDAN ACTIVEWEAR INC	222,220	$6.56M	0.2%	$23.90	+4.0%	CS	375916103
M	MACYS INC	100,594	$6.53M	0.2%	$55.54	+15.9%	CS	55616P104
IWF	ISHARES TR RUSSELL1000GRW	65,902	$6.519M	0.2%	$93.35	—	ETF	464287614
LNN	LINDSAY MFG CO	83,579	$6.373M	0.2%	$70.86	+3.5%	CS	535555106
IBM	INTERNATIONAL BUSINESS MACHINE	38,975	$6.255M	0.2%	$117.92	-18.2%	CS	459200101
HYG	ISHARES TR HIGH YLD CORP	68,496	$6.206M	0.2%	$94.06	—	ETF	464288513
XLK	SELECT SECTOR SPDR TR SBI INT-	144,516	$5.989M	0.2%	$30.69	—	ETF	81369Y803
—	APOLLO GROUP INC	313,727	$5.936M	0.2%	$22.99	—	CS	037604105
HMN	HORACE MANN EDUCATORS CORP N	171,118	$5.852M	0.2%	$28.79	+11.8%	CS	440327104
AGG	ISHARES TR LEHMAN AGG BND	51,138	$5.698M	0.2%	$108.63	—	ETF	464287226
GILD	GILEAD SCIENCES INC	57,465	$5.639M	0.2%	$56.25	+25.4%	CS	375558103
—	CHECKPOINT SYS INC	511,974	$5.54M	0.2%	$13.22	—	CS	162825103
IYH	ISHARES TR DJ US HEALTHCR	35,311	$5.449M	0.2%	$100.19	—	ETF	464287762
DIS	DISNEY WALT CO	51,822	$5.436M	0.2%	$63.88	+43.8%	CS	254687106
PG	PROCTER AND GAMBLE CO	66,023	$5.41M	0.2%	$56.34	+12.9%	CS	742718109
CAG	CONAGRA FOODS INC	147,788	$5.399M	0.2%	$17.82	+6.6%	CS	205887102
—	BBCN BANCORP INC	365,411	$5.287M	0.2%	$14.47	—	CS	073295107
HD	HOME DEPOT INC	46,220	$5.251M	0.2%	$60.62	+40.8%	CS	437076102
—	ADTRAN INC	280,700	$5.241M	0.2%	$19.93	—	CS	00738A106
COR	AMERISOURCEBERGEN CORP	45,835	$5.21M	0.2%	$70.00	+5.6%	CS	03073E105
—	TWENTY FIRST CENTY FOX INC	151,558	$5.129M	0.2%	$34.28	—	CS	90130A101
TRS	TRIMAS CORP	164,696	$5.071M	0.2%	$25.91	-8.9%	CS	896215209
AZO	AUTOZONE INC	7,358	$5.019M	0.2%	$529.49	+18.6%	CS	053332102
SEE	SEALED AIR CORP NEW	108,772	$4.956M	0.2%	$30.95	+19.6%	CS	81211K100
—	GOOGLE INC - CLASS C	9,036	$4.952M	0.2%	$571.53	—	CS	38259P706
SHY	ISHARES TR 1-3 YR TRS BD	58,140	$4.935M	0.2%	$84.46	—	ETF	464287457
ACH	OWENS AND MINOR INC NEW	145,651	$4.929M	0.2%	$28.61	+4.3%	CS	690732102
IIIN	INSTEEL INDUSTRIES INC	223,050	$4.825M	0.1%	$12.33	+7.2%	CS	45774W108
IWR	ISHARES TR RUSSELL MIDCAP	27,863	$4.824M	0.1%	$156.70	—	ETF	464287499
NEE	NEXTERA ENERGY INC	45,713	$4.756M	0.1%	$15.95	+24.5%	CS	65339F101
EOG	EOG RES INC	50,579	$4.638M	0.1%	$74.06	-10.6%	CS	26875P101
—	TIME WARNER INC	54,543	$4.606M	0.1%	$75.21	—	CS	887317303
IJK	ISHARES TR SANDP MIDCP GROW	26,822	$4.6M	0.1%	$129.54	—	ETF	464287606
—	ENERGIZER HLDGS INC	32,719	$4.517M	0.1%	$101.49	—	CS	29266R108
—	ACTAVIS PLC	15,130	$4.503M	0.1%	$241.29	—	CS	G0083B108
—	GANNETT INC	121,402	$4.502M	0.1%	$31.72	—	CS	364730101
UFCS	UNITED FIRE GROUP INC	141,367	$4.491M	0.1%	$29.06	+1.0%	CS	910340108
IJJ	ISHARES TR SANDP MIDCP VALU	33,893	$4.438M	0.1%	$101.81	—	ETF	464287705
KRC	KILROY RLTY CORP	58,077	$4.424M	0.1%	$66.81	—	CS	49427F108
—	BAKER HUGHES INC	69,542	$4.421M	0.1%	$64.45	—	CS	057224107
BMY	BRISTOL MYERS SQUIBB CO	67,246	$4.337M	0.1%	$33.97	+27.9%	CS	110122108
MCD	MCDONALDS CORP	44,185	$4.305M	0.1%	$71.76	+0.5%	CS	580135101
—	LUMINEX CORP DEL	268,909	$4.303M	0.1%	$16.00	—	CS	55027E102
DCH	AMERICAN AXLE AND MFG HLDGS IN	165,760	$4.282M	0.1%	$21.66	+13.4%	CS	024061103
PFE	PFIZER INC	122,197	$4.251M	0.1%	$17.77	+13.1%	CS	717081103
EFX	EQUIFAX INC	45,423	$4.224M	0.1%	$69.56	+14.9%	CS	294429105
TTEK	TETRA TECH INC NEW	173,760	$4.174M	0.1%	$5.24	-5.7%	CS	88162G103
CHEF	CHEFS WHSE INC	185,893	$4.17M	0.1%	$17.71	+24.4%	CS	163086101
DXCM	DEXCOM INC	66,790	$4.164M	0.1%	$12.10	+24.9%	CS	252131107
—	SWIFT TRANSN CO	157,560	$4.1M	0.1%	$27.07	—	CS	87074U101
—	SEACHANGE INTL INC	518,162	$4.068M	0.1%	$7.33	—	CS	811699107
—	LEGG MASON INC	73,485	$4.056M	0.1%	$52.26	—	CS	524901105
HOLX	HOLOGIC INC	122,014	$4.03M	0.1%	$26.22	+17.0%	CS	436440101
XLP	SELECT SECTOR SPDR TR SBI CONS	82,492	$4.021M	0.1%	$39.83	—	ETF	81369Y308
—	EXPRESS SCRIPTS HLDG CO	46,115	$4.001M	0.1%	$71.71	—	CS	30219G108
—	E TRADE FINANCIAL CORP	137,529	$3.927M	0.1%	$25.10	—	CS	269246401
ADP	AUTOMATIC DATA PROCESSING IN	44,210	$3.786M	0.1%	$46.69	+45.4%	CS	053015103
MKL	MARKEL CORP	4,905	$3.772M	0.1%	$684.72	+5.6%	CS	570535104
—	THE ADT CORPORATION	90,468	$3.756M	0.1%	$37.29	—	CS	00101J106
—	SPECTRUM BRANDS HLDGS INC	41,666	$3.732M	0.1%	$90.92	—	CS	84763R101
MAN	MANPOWER INC	42,884	$3.694M	0.1%	$77.39	-1.6%	CS	56418H100
—	COOPER TIRE AND RUBR CO	85,019	$3.642M	0.1%	$25.41	—	CS	216831107
VNQ	VANGUARD INDEX TR REIT VIPERS	43,159	$3.639M	0.1%	$73.13	—	ETF	922908553
LOW	LOWES COS INC	48,293	$3.593M	0.1%	$49.79	+18.4%	CS	548661107
—	VANTIV INC	94,796	$3.574M	0.1%	$32.73	—	CS	92210H105
—	GNC HLDGS INC	72,756	$3.57M	0.1%	$46.88	—	CS	36191G107
ARW	ARROW ELECTRS INC	58,191	$3.558M	0.1%	$59.49	+0.0%	CS	042735100
THR	THERMON GROUP HLDGS INC	145,394	$3.5M	0.1%	$25.25	-9.0%	CS	88362T103
—	RAYTHEON CO	31,825	$3.477M	0.1%	$87.93	—	CS	755111507
—	APARTMENT INVT AND MGMT CO	88,254	$3.474M	0.1%	$36.34	—	CS	03748R101
ALL	ALLSTATE CORP	48,684	$3.465M	0.1%	$42.62	+30.7%	CS	020002101
DGX	QUEST DIAGNOSTICS INC	44,818	$3.444M	0.1%	$50.52	+14.0%	CS	74834L100
MPC	MARATHON PETE CORP	33,616	$3.442M	0.1%	$30.48	+12.8%	CS	56585A102
CUBI	CUSTOMERS BANCORP INC	140,711	$3.428M	0.1%	$21.56	0.0%	CS	23204G100
UHS	UNIVERSAL HLTH SVCS INC	28,970	$3.41M	0.1%	$102.55	+3.1%	CS	913903100
AVB	AVALONBAY CMNTYS INC	19,388	$3.378M	0.1%	$105.86	+13.5%	CS	053484101
XLI	SELECT SECTOR SPDR TR SBI INT-	60,396	$3.368M	0.1%	$42.64	—	ETF	81369Y704
—	LIFEPOINT HOSPITALS INC	45,144	$3.316M	0.1%	$70.69	—	CS	53219L109
IJT	ISHARES TR SANDP SMLCP GROW	25,384	$3.304M	0.1%	$98.29	—	ETF	464287887
AMZN	AMAZON COM INC	8,648	$3.218M	0.1%	$16.38	+7.3%	CS	023135106
WMT	WAL MART STORES INC	38,994	$3.207M	0.1%	$20.82	+10.6%	CS	931142103
IJS	ISHARES TR SANDP SMLCP VALU	26,859	$3.194M	0.1%	$94.73	—	ETF	464287879
—	SANDERSON FARMS INC	39,828	$3.172M	0.1%	$85.61	—	CS	800013104
CDNS	CADENCE DESIGN SYSTEM INC	171,354	$3.16M	0.1%	$17.74	+2.6%	CS	127387108
—	DIRECTV	36,669	$3.121M	0.1%	$79.37	—	CS	25490A309
—	LEVEL 3 COMMUNICATIONS INC COM	57,509	$3.096M	0.1%	$49.43	—	CS	52729N308
LQD	ISHARES TR GS CORP BD FD	25,405	$3.092M	0.1%	$117.26	—	ETF	464287242
KN	KNOWLES CORP	157,631	$3.038M	0.1%	$20.74	+0.5%	CS	49926D109
—	HSN INC	44,517	$3.037M	0.1%	$62.31	—	CS	404303109
GGG	GRACO INC	41,785	$3.015M	0.1%	$21.49	0.0%	CS	384109104
LYB	LYONDELLBASELL INDUSTRIES N	34,279	$3.01M	0.1%	$56.15	-16.8%	CS	N53745100
AWK	AMERICAN WTR WKS CO INC NEW	55,353	$3.001M	0.1%	$40.63	+8.1%	CS	030420103
MBB	ISHARES TR MBS FIXED BDFD	26,780	$2.955M	0.1%	$106.78	—	ETF	464288588
—	BUNGE LIMITED	35,583	$2.931M	0.1%	$84.63	—	CS	G16962105
UGI	UGI CORP NEW	89,778	$2.926M	0.1%	$34.47	+1.7%	CS	902681105
AVY	AVERY DENNISON CORP	55,189	$2.92M	0.1%	$40.30	+6.9%	CS	053611109
—	GOOGLE INC - CLASS A	5,252	$2.913M	0.1%	$804.71	—	CS	38259P508
—	TEAM HEALTH HOLDINGS INC	49,074	$2.871M	0.1%	$58.12	—	CS	87817A107
PHM	PULTE HOMES INC	129,003	$2.868M	0.1%	$18.58	+2.2%	CS	745867101
AAP	ADVANCED AUTO PARTS INC	19,114	$2.861M	0.1%	$113.01	+19.3%	CS	00751Y106
LPLA	LPL FINL HLDGS INC	64,703	$2.838M	0.1%	$46.88	-5.7%	CS	50212V100
DRI	DARDEN RESTAURANTS INC	40,761	$2.826M	0.1%	$35.12	+16.7%	CS	237194105
—	PRECISION CASTPARTS CORP	13,368	$2.807M	0.1%	$209.98	—	CS	740189105
VFC	V F CORP	36,827	$2.773M	0.1%	$52.53	+31.8%	CS	918204108
—	UNITED TECHNOLOGIES CORP	23,272	$2.727M	0.1%	$94.67	—	CS	913017109
KEY	KEYCORP NEW	191,800	$2.716M	0.1%	$8.83	+1.4%	CS	493267108
—	CEPHEID	47,716	$2.715M	0.1%	$55.38	—	CS	15670R107
ATI	ALLEGHENY TECHNOLOGIES INC	88,360	$2.652M	0.1%	$26.04	+14.4%	CS	01741R102
JBTM	JOHN BEAN TECHNOLOGIES CORP	74,225	$2.651M	0.1%	$28.68	+9.7%	CS	477839104
IWM	ISHARES TR RUSSELL 2000	21,195	$2.636M	0.1%	$111.76	—	ETF	464287655
IGIB	ISHARES TR LEHMAN INTER C	23,609	$2.613M	0.1%	$109.10	—	ETF	464288638
XLF	SELECT SECTOR SPDR TR SBI INT-	107,871	$2.601M	0.1%	$19.49	—	ETF	81369Y605
—	STEINER LEISURE LTD	54,327	$2.575M	0.1%	$40.07	—	CS	P8744Y102
INGR	INGREDION INC	32,519	$2.531M	0.1%	$78.93	+3.7%	CS	457187102
VCSH	VANGUARD SCOTTSDALE FDS SHRT-T	31,362	$2.516M	0.1%	$79.99	—	ETF	92206C409
ADM	ARCHER DANIELS MIDLAND CO	52,917	$2.508M	0.1%	$35.43	-2.4%	CS	039483102
V	VISA INC	38,024	$2.487M	0.1%	$57.53	+6.5%	CS	92826C839
RWR	SPDR SERIES TRUST DJWS REIT ET	25,749	$2.435M	0.1%	$78.06	—	ETF	78464A607
PKG	PACKAGING CORP AMER	31,082	$2.43M	0.1%	$49.02	+16.7%	CS	695156109
—	AVON PRODS INC	303,891	$2.428M	0.1%	$7.99	—	CS	054303102
—	WYNDHAM WORLDWIDE CORP	26,700	$2.416M	0.1%	$81.27	—	CS	98310W108
GD	GENERAL DYNAMICS CORP	17,794	$2.415M	0.1%	$94.34	+14.8%	CS	369550108
—	HILL ROM HLDGS INC	49,162	$2.409M	0.1%	$44.54	—	CS	431475102
SWKS	SKYWORKS SOLUTIONS INC	24,190	$2.378M	0.1%	$68.73	0.0%	CS	83088M102
ETR	ENTERGY CORP NEW	30,516	$2.365M	0.1%	$24.55	+8.5%	CS	29364G103
AMKR	AMKOR TECHNOLOGY INC	267,276	$2.361M	0.1%	$7.58	0.0%	CS	031652100
PNC	PNC FINL SVCS GROUP INC	25,098	$2.34M	0.1%	$58.32	+10.2%	CS	693475105
—	ROFIN SINAR TECHNOLOGIES INC	95,343	$2.31M	0.1%	$23.83	—	CS	775043102
IART	INTEGRA LIFESCIENCES HLDGS C	36,956	$2.278M	0.1%	$22.04	+18.6%	CS	457985208
—	REALOGY HLDGS CORP	49,729	$2.262M	0.1%	$43.99	—	CS	75605Y106
AFL	AFLAC INC	35,240	$2.256M	0.1%	$21.78	+8.4%	CS	001055102
LFUS	LITTELFUSE INC	22,684	$2.255M	0.1%	$89.20	+9.5%	CS	537008104
—	SYMETRA FINL CORP	95,153	$2.232M	0.1%	$20.81	—	CS	87151Q106
GLW	CORNING INC	98,291	$2.229M	0.1%	$16.22	+9.9%	CS	219350105
AXS	AXIS CAPITAL HOLDINGS	42,986	$2.217M	0.1%	$35.03	+7.9%	CS	G0692U109
UNH	UNITEDHEALTH GROUP INC	18,668	$2.208M	0.1%	$75.23	+23.9%	CS	91324P102
INCY	INCYTE CORP	24,005	$2.2M	0.1%	$65.33	+26.5%	CS	45337C102
REG	REGENCY CTRS CORP	31,845	$2.167M	0.1%	$37.38	+19.2%	CS	758849103
—	PERFICIENT INC	104,123	$2.154M	0.1%	$20.69	—	CS	71375U101
GHC	GRAHAM HLDGS CO	2,049	$2.151M	0.1%	$528.21	0.0%	CS	384637104
IP	INTL PAPER CO	38,674	$2.146M	0.1%	$29.64	+10.5%	CS	460146103
PRGS	PROGRESS SOFTWARE CORP	78,401	$2.13M	0.1%	$26.46	0.0%	CS	743312100
—	NEWFIELD EXPL CO	60,381	$2.119M	0.1%	$35.09	—	CS	651290108
SPY	SPDR TR UNIT SER 1	10,193	$2.104M	0.1%	$189.74	—	ETF	78462F103
—	JARDEN CORP	39,711	$2.101M	0.1%	$54.71	—	CS	471109108
TSN	TYSON FOODS INC	54,470	$2.086M	0.1%	$29.68	+4.8%	CS	902494103
WLY	WILEY JOHN AND SONS INC	34,038	$2.081M	0.1%	$38.76	+14.5%	CS	968223206
XLE	SELECT SECTOR SPDR TR SBI INT-	26,827	$2.081M	0.1%	$79.08	—	ETF	81369Y506
RSG	REPUBLIC SVCS INC	51,131	$2.074M	0.1%	$26.43	+26.7%	CS	760759100
—	NETSUITE INC	22,087	$2.049M	0.1%	$106.14	—	CS	64118Q107
—	DUN AND BRADSTREET CORP DEL NE	15,964	$2.049M	0.1%	$121.09	—	CS	26483E100
—	TE CONNECTIVITY LTD	28,400	$2.034M	0.1%	$55.28	—	CS	H84989104
—	TWITTER INC	40,312	$2.019M	0.1%	$50.08	—	CS	90184L102
BAX	BAXTER INTL INC	29,150	$1.997M	0.1%	$30.89	+2.5%	CS	071813109
GEOS	GEOSPACE TECHNOLOGIES CORP	120,494	$1.989M	0.1%	$26.97	-23.0%	CS	37364X109
—	LIBERTY GLOBAL PLC	39,801	$1.982M	0.1%	$40.70	—	CS	G5480U120
—	DELPHI AUTOMOTIVE PLC	24,825	$1.98M	0.1%	$61.91	—	CS	G27823106
TROW	PRICE T ROWE GROUP INC	24,224	$1.962M	0.1%	$52.60	+3.8%	CS	74144T108
XLY	SELECT SECTOR SPDR TR SBI CONS	25,911	$1.952M	0.1%	$56.38	—	ETF	81369Y407
—	BLACKROCK INC	5,221	$1.91M	0.1%	$307.26	—	CS	09247X101
CIEN	CIENA CORP	97,596	$1.885M	0.1%	$19.93	0.0%	CS	171779309
—	AVG TECHNOLOGIES N V	86,166	$1.865M	0.1%	$21.64	—	CS	N07831105
—	SYMANTEC CORP	79,157	$1.85M	0.1%	$23.60	—	CS	871503108
PCAR	PACCAR INC	29,251	$1.847M	0.1%	$28.20	0.0%	CS	693718108
—	WNS HOLDINGS LTD	75,947	$1.847M	0.1%	$24.32	—	ADR	92932M101
IYZ	ISHARES TR DJ US TELECOMM	60,665	$1.833M	0.1%	$26.00	—	ETF	464287713
CLDT	CHATHAM LODGING TR	62,121	$1.827M	0.1%	$29.41	—	CS	16208T102
WHR	WHIRLPOOL CORP	8,989	$1.816M	0.1%	$182.74	+11.1%	CS	963320106
BRX	BRIXMOR PPTY GROUP INC	66,855	$1.775M	0.1%	$24.92	—	CS	11120U105
—	BROCADE COMMUNICATIONS SYS I	149,348	$1.772M	0.1%	$11.35	—	CS	111621306
—	SPDR SERIES TRUST SHRT TERM MU	72,336	$1.759M	0.1%	$24.26	—	ETF	78464A425
—	YRC WORLDWIDE INC	96,812	$1.739M	0.1%	$21.29	—	CS	984249607
—	GENCORP INC	74,967	$1.738M	0.1%	$23.18	—	CS	368682100
DAL	DELTA AIR LINES INC DEL	38,600	$1.735M	0.1%	$33.36	+21.8%	CS	247361702
URBN	URBAN OUTFITTERS INC	37,915	$1.731M	0.1%	$38.89	0.0%	CS	917047102
—	LAM RESEARCH CORP	24,613	$1.729M	0.1%	$74.70	—	CS	512807108
CSL	CARLISLE COS INC	18,486	$1.712M	0.1%	$74.94	+7.2%	CS	142339100
—	CHUBB CORP	16,849	$1.703M	0.1%	$84.85	—	CS	171232101
—	CLIFTON BANCORP INC	119,076	$1.68M	0.1%	$14.11	—	CS	186873105
AMT	AMERICAN TOWER REIT COM	17,829	$1.679M	0.1%	$65.06	+14.7%	CS	03027X100
—	WALGREENS BOOTS ALLIANCE INC C	19,739	$1.671M	0.1%	$76.22	—	CS	931427108
CMCSA	COMCAST CORP NEW	28,982	$1.637M	0.1%	$18.54	+20.8%	CS	20030N101
—	BLOUNT INTL INC NEW	126,249	$1.626M	0.0%	$14.40	—	CS	095180105
CACI	CACI INTL INC	18,062	$1.624M	0.0%	$78.86	+10.7%	CS	127190304
—	PATTERSON COMPANIES INC	32,985	$1.609M	0.0%	$43.31	—	CS	703395103
MPWR	MONOLITHIC PWR SYS INC	30,469	$1.604M	0.0%	$44.26	+3.1%	CS	609839105
D	DOMINION RES INC VA NEW	22,437	$1.59M	0.0%	$35.75	+30.3%	CS	25746U109
—	DONNELLEY R R AND SONS CO	82,684	$1.587M	0.0%	$17.28	—	CS	257867101
PLCE	CHILDRENS PL RETAIL STORES I	24,696	$1.585M	0.0%	$57.94	+3.9%	CS	168905107
GPI	GROUP 1 AUTOMOTIVE INC	18,122	$1.564M	0.0%	$79.65	+3.2%	CS	398905109
—	ROCK-TENN CO	23,728	$1.53M	0.0%	$56.63	—	CS	772739207
GPN	GLOBAL PMTS INC	16,602	$1.522M	0.0%	$33.95	+24.8%	CS	37940X102
—	SYNOVUS FINL CORP	54,340	$1.522M	0.0%	$28.01	—	CS	87161C501
O	REALTY INCOME CORP	29,467	$1.521M	0.0%	$24.25	+24.0%	CS	756109104
EFA	ISHARES TR MSCI EAFE IDX	23,228	$1.491M	0.0%	$59.89	—	ETF	464287465
EQR	EQUITY RESIDENTIAL	18,864	$1.469M	0.0%	$45.31	0.0%	CS	29476L107
BPOP	POPULAR INC	42,686	$1.468M	0.0%	$24.05	+3.7%	CS	733174700
—	SEMGROUP CORP	17,895	$1.456M	0.0%	$81.36	—	CS	81663A105
—	MONSANTO CO NEW	12,820	$1.443M	0.0%	$105.55	—	CS	61166W101
CME	CME GROUP INC	15,168	$1.437M	0.0%	$40.81	+49.2%	CS	12572Q105
LUV	SOUTHWEST AIRLS CO	31,776	$1.408M	0.0%	$27.31	+41.3%	CS	844741108
—	PROSHARES TR SHORT SNP 500	65,420	$1.404M	0.0%	$24.16	—	ETF	74347R503
KO	COCA COLA CO	34,158	$1.385M	0.0%	$27.86	+6.3%	CS	191216100
LEG	LEGGETT AND PLATT INC	30,001	$1.383M	0.0%	$37.89	+17.7%	CS	524660107
MTX	MINERALS TECHNOLOGIES INC	18,834	$1.377M	0.0%	$63.13	+2.7%	CS	603158106
—	AMERICAN RLTY CAP PPTYS INC	136,900	$1.348M	0.0%	$9.85	—	CS	02917T104
LAMR	LAMAR ADVERTISING CO NEW	22,585	$1.339M	0.0%	$57.02	—	CS	512816109
FMBH	FIRST MID ILL BANCSHARES INC	66,146	$1.323M	0.0%	$15.19	-2.5%	CS	320866106
HIG	HARTFORD FINL SVCS GROUP INC	31,580	$1.321M	0.0%	$22.45	+44.9%	CS	416515104
—	RYDEX ETF TRUST SANDP 500 EQ T	16,084	$1.304M	0.0%	$72.75	—	ETF	78355W106
ADI	ANALOG DEVICES INC	20,580	$1.297M	0.0%	$36.83	+23.4%	CS	032654105
NDAQ	NASDAQ STOCK MARKET INC	25,208	$1.284M	0.0%	$12.35	+10.4%	CS	631103108
DHR	DANAHER CORP DEL	15,074	$1.28M	0.0%	$29.93	+16.5%	CS	235851102
TJX	TJX COS INC NEW	18,238	$1.278M	0.0%	$24.54	+19.3%	CS	872540109
—	XEROX CORP	99,171	$1.274M	0.0%	$13.24	—	CS	984121103
ZBH	ZIMMER HLDGS INC	10,832	$1.273M	0.0%	$84.95	+22.9%	CS	98956P102
NVS	NOVARTIS A G	12,906	$1.273M	0.0%	$75.75	—	ADR	66987V109
LLY	LILLY ELI AND CO	17,107	$1.243M	0.0%	$41.98	+39.7%	CS	532457108
TMO	THERMO ELECTRON CORP	9,132	$1.227M	0.0%	$99.89	+24.9%	CS	883556102
—	SCANA CORP NEW	22,011	$1.21M	0.0%	$50.46	—	CS	80589M102
MS	MORGAN STANLEY	33,307	$1.189M	0.0%	$18.02	+48.0%	CS	617446448
TEVA	TEVA PHARMACEUTICAL INDS LTD	18,926	$1.179M	0.0%	$42.41	—	ADR	881624209
GT	GOODYEAR TIRE AND RUBR CO	43,433	$1.176M	0.0%	$25.25	+3.5%	CS	382550101
SYK	STRYKER CORP	12,652	$1.167M	0.0%	$63.22	+29.7%	CS	863667101
—	EATON VANCE CORP	27,942	$1.164M	0.0%	$38.56	—	CS	278265103
—	GLATFELTER	42,168	$1.161M	0.0%	$23.99	—	CS	377316104
—	AMERICAN CAMPUS CMNTYS INC	26,766	$1.147M	0.0%	$40.70	—	CS	024835100
APD	AIR PRODS AND CHEMS INC	7,556	$1.143M	0.0%	$61.55	+71.9%	CS	009158106
FRCB	FIRST REP BK SAN FRAN CALI N	19,919	$1.137M	0.0%	$49.70	+3.1%	CS	33616C100
—	VIACOM INC NEW	16,491	$1.126M	0.0%	$76.00	—	CS	92553P201
—	DU PONT E I DE NEMOURS AND CO	15,737	$1.125M	0.0%	$54.43	—	CS	263534109
—	G AND K SVCS INC	15,435	$1.12M	0.0%	$66.49	—	CS	361268105
MUB	ISHARES TRUST SANDP NATL MUN B	10,090	$1.116M	0.0%	$110.31	—	ETF	464288414
—	LIBERTY MEDIA INTERACTIVE SER-	37,686	$1.1M	0.0%	$23.00	—	CS	53071M104
CBOE	CBOE HLDGS INC	19,029	$1.092M	0.0%	$45.89	+17.8%	CS	12503M108
FE	FIRSTENERGY CORP	30,866	$1.082M	0.0%	$20.94	+13.4%	CS	337932107
IFF	INTERNATIONAL FLAVORSANDFRAGRA	9,168	$1.076M	0.0%	$76.77	+13.3%	CS	459506101
—	KELLOGG CO	16,207	$1.069M	0.0%	$39.08	+6.8%	CS	487836108
—	TEMPLETON EMERGING MKTS FD INC	69,425	$1.059M	0.0%	$17.50	—	ETF	880191101
CL	COLGATE PALMOLIVE CO	15,074	$1.045M	0.0%	$44.38	+21.0%	CS	194162103
EME	EMCOR GROUP INC	22,471	$1.044M	0.0%	$41.26	+0.4%	CS	29084Q100
EBAY	EBAY INC	18,078	$1.043M	0.0%	$20.27	+4.7%	CS	278642103
—	ASSOCIATED ESTATES RLTY CORP	41,962	$1.036M	0.0%	$24.69	—	CS	045604105
IVV	ISHARES TR SANDP 500 INDEX	4,930	$1.025M	0.0%	$178.93	—	ETF	464287200
EWBC	EAST WEST BANCORP INC	25,309	$1.024M	0.0%	$28.48	+7.2%	CS	27579R104
SLGN	SILGAN HOLDINGS INC	17,588	$1.022M	0.0%	$25.89	+7.3%	CS	827048109
BRO	BROWN AND BROWN INC	30,844	$1.021M	0.0%	$13.93	+4.7%	CS	115236101
IWS	ISHARES TR RUSSELL MCP VL	13,530	$1.018M	0.0%	$72.63	—	ETF	464287473
DORM	DORMAN PRODUCTS INC	20,376	$1.014M	0.0%	$46.35	+1.6%	CS	258278100
CBSH	COMMERCE BANCSHARES INC	23,746	$1.005M	0.0%	$22.47	+9.5%	CS	200525103
—	POWERSHARES ETF TRUST II DWA S	23,833	$991K	0.0%	$38.59	—	ETF	73936Q744
STZ	CONSTELLATION BRANDS INC	8,428	$979K	0.0%	$74.44	+29.4%	CS	21036P108
NTRS	NORTHERN TR CORP	13,812	$962K	0.0%	$51.14	0.0%	CS	665859104
—	MAIDEN HOLDINGS LTD	64,879	$962K	0.0%	$13.03	—	CS	G5753U112
CHRW	C H ROBINSON WORLDWIDE INC	12,970	$950K	0.0%	$55.58	+1.6%	CS	12541W209
KBE	SPDR SERIES TRUST KBW BK ETF	28,280	$948K	0.0%	$28.83	—	ETF	78464A797
VWO	VANGUARD INTL EQUITY INDEX F E	23,041	$942K	0.0%	$38.87	—	ETF	922042858
ALSN	ALLISON TRANSMISSION HLDGS I	29,310	$936K	0.0%	$25.68	+4.0%	CS	01973R101
—	DCT INDUSTRIAL TRUST INC	26,978	$935K	0.0%	$35.00	—	CS	233153204
CBRL	CRACKER BARREL OLD CTRY STOR	6,117	$931K	0.0%	$74.29	+17.8%	CS	22410J106
OMC	OMNICOM GROUP INC	11,928	$930K	0.0%	$53.02	0.0%	CS	681919106
PAYX	PAYCHEX INC	18,719	$929K	0.0%	$26.74	+30.7%	CS	704326107
SAIC	SCIENCE APPLICATNS INTL CP N	18,050	$927K	0.0%	$46.89	+11.6%	CS	808625107
UNP	UNION PAC CORP	8,545	$926K	0.0%	$69.79	+31.6%	CS	907818108
—	TORTOISE ENERGY INFRSTRCTR C	21,979	$924K	0.0%	$45.25	—	CS	89147L100
—	CBS CORP NEW CL A	14,782	$911K	0.0%	$48.82	—	CS	124857103
IDU	ISHARES TR DJ US UTILS	8,042	$899K	0.0%	$94.95	—	ETF	464287697
VEU	VANGUARD INTL EQUITY INDEX F A	18,458	$899K	0.0%	$44.70	—	ETF	922042775
—	NORDSTROM INC	10,998	$883K	0.0%	$60.41	—	CS	655664100
—	LASALLE HOTEL PPTYS	22,480	$874K	0.0%	$39.38	—	CS	517942108
RHP	RYMAN HOSPITALITY PPTYS INC	14,300	$871K	0.0%	$52.85	—	CS	78377T107
DLX	DELUXE CORP	12,537	$869K	0.0%	$38.39	+11.3%	CS	248019101
—	TORCHMARK CORP	15,750	$865K	0.0%	$52.38	—	CS	891027104
—	KAPSTONE PAPER N PACKAGING C	26,322	$864K	0.0%	$30.53	—	CS	48562P103
IWD	ISHARES TR RUSSELL1000VAL	8,353	$861K	0.0%	$97.51	—	ETF	464287598
DE	DEERE & CO	9,792	$859K	0.0%	$68.13	+7.2%	CS	244199105
ALG	ALAMO GROUP INC	13,538	$855K	0.0%	$48.93	0.0%	CS	011311107
UPS	UNITED PARCEL SERVICE INC	8,812	$854K	0.0%	$60.56	+14.6%	CS	911312106
—	WESTERN REFNG INC	17,261	$853K	0.0%	$49.42	—	CS	959319104
COST	COSTCO WHSL CORP NEW	5,609	$850K	0.0%	$87.71	+37.9%	CS	22160K105
FV	FIRST TR EXCHANGE TRADED FD DO	35,240	$846K	0.0%	$22.03	—	ETF	33738R605
ADC	AGREE REALTY CORP	25,535	$842K	0.0%	$32.97	—	CS	008492100
—	WADDELL AND REED FINL INC	16,930	$839K	0.0%	$49.56	—	CS	930059100
—	OMNICARE INC	10,747	$828K	0.0%	$69.89	—	CS	681904108
MAR	MARRIOTT INTL INC NEW	10,297	$827K	0.0%	$36.65	+95.4%	CS	571903202
—	TYCO INTL PLC SHS	19,170	$825K	0.0%	$43.85	—	CS	G91442106
REXR	REXFORD INDL RLTY INC	52,073	$823K	0.0%	$15.77	—	CS	76169C100
MYRG	MYR GROUP INC DEL	25,748	$807K	0.0%	$27.12	0.0%	CS	55405W104
FDS	FACTSET RESH SYS INC	5,011	$798K	0.0%	$86.49	+54.7%	CS	303075105
—	LIBERTY MEDIA CORP DELAWARE	20,866	$797K	0.0%	$35.03	—	CS	531229300
JLL	JONES LANG LASALLE INC	4,655	$793K	0.0%	$133.03	+15.5%	CS	48020Q107
EXP	EAGLE MATERIALS INC	9,488	$793K	0.0%	$73.84	0.0%	CS	26969P108
VGSH	VANGUARD SCOTTSDALE FDS SHRT-T	12,809	$783K	0.0%	$60.81	—	ETF	92206C102
—	IAC INTERACTIVECORP	11,584	$782K	0.0%	$67.51	—	CS	44919P508
CSX	CSX CORP	23,352	$773K	0.0%	$9.84	-1.4%	CS	126408103
IYC	ISHARES TR DJ US CON CYCL	5,263	$759K	0.0%	$102.55	—	ETF	464287580
FDX	FEDEX CORP	4,500	$745K	0.0%	$129.06	+14.6%	CS	31428X106
—	TESORO PETE CORP	8,160	$745K	0.0%	$61.73	—	CS	881609101
—	AVAGO TECHNOLOGIES LTD	5,801	$737K	0.0%	$87.71	—	CS	Y0486S104
WMB	WILLIAMS COS INC DEL	14,410	$729K	0.0%	$17.98	+38.8%	CS	969457100
QQEW	FIRST TR NAS100 EQ WEIGHTED	16,574	$726K	0.0%	$40.57	—	ETF	337344105
VEA	VANGUARD TAX MANAGED INTL FD M	18,175	$724K	0.0%	$35.60	—	ETF	921943858
—	HARRIS CORP DEL	9,145	$720K	0.0%	$57.38	—	CS	413875105
LNC	LINCOLN NATL CORP IND	12,500	$718K	0.0%	$35.63	+5.7%	CS	534187109
CGNX	COGNEX CORP	14,227	$706K	0.0%	$19.54	0.0%	CS	192422103
—	GRAMERCY PPTY TR INC COM NEW	24,964	$701K	0.0%	$28.08	—	CS	38489R605
—	TRW AUTOMOTIVE HLDGS CORP	6,640	$696K	0.0%	$101.38	—	CS	87264S106
FIS	FIDELITY NATL INFORMATION SV	10,200	$694K	0.0%	$46.49	+16.6%	CS	31620M106
LGND	LIGAND PHARMACEUTICALS INC	8,957	$691K	0.0%	$38.31	0.0%	CS	53220K504
LBTYAUSD	LIBERTY GLOBAL PLC	13,267	$683K	0.0%	$41.61	—	CS	G5480U104
VMC	VULCAN MATLS CO	8,074	$681K	0.0%	$70.59	0.0%	CS	929160109
—	BROADCOM CORP	15,600	$675K	0.0%	$40.43	—	CS	111320107
WDC	WESTERN DIGITAL CORP	7,350	$669K	0.0%	$62.50	+4.7%	CS	958102105
VOOG	VANGUARD ADMIRAL FDS INC 500 G	6,486	$662K	0.0%	$89.46	—	ETF	921932505
MKSI	MKS INSTRUMENT INC	18,985	$642K	0.0%	$26.88	+17.7%	CS	55306N104
PETS	PETMEDEXPRESS COM INC	38,843	$642K	0.0%	$15.49	0.0%	CS	716382106
FANG	DIAMONDBACK ENERGY INC	8,337	$641K	0.0%	$53.65	0.0%	CS	25278X109
EQT	EQT CORP	7,683	$637K	0.0%	$38.93	0.0%	CS	26884L109
—	SPDR BARCLAYS CAPITAL 1-3 MONT	13,891	$635K	0.0%	$45.79	—	ETF	78464A680
—	TEXTURA CORP	23,304	$633K	0.0%	$25.22	—	CS	883211104
SRE	SEMPRA ENERGY	5,689	$620K	0.0%	$27.66	+41.5%	CS	816851109
—	DR PEPPER SNAPPLE GROUP INC	7,904	$620K	0.0%	$72.05	—	CS	26138E109
EBS	EMERGENT BIOSOLUTIONS INC	21,519	$619K	0.0%	$28.68	0.0%	CS	29089Q105
—	AMTRUST FINANCIAL SERVICES I	10,761	$613K	0.0%	$46.31	—	CS	032359309
—	TECH DATA CORP	10,566	$610K	0.0%	$58.47	—	CS	878237106
MAS	MASCO CORP	22,837	$610K	0.0%	$19.32	0.0%	CS	574599106
SO	SOUTHERN CO	13,679	$606K	0.0%	$26.65	+12.4%	CS	842587107
—	SUNOCO LOGISTICS PRTNRS L P	14,632	$605K	0.0%	$73.83	—	CS	86764L108
CPT	CAMDEN PPTY TR	7,710	$602K	0.0%	$47.60	+5.1%	CS	133131102
IMKTA	INGLES MKTS INC	12,164	$602K	0.0%	$38.63	0.0%	CS	457030104
SJM	SMUCKER J M CO	5,203	$602K	0.0%	$70.95	+11.9%	CS	832696405
DPZ	DOMINOS PIZZA INC	5,872	$590K	0.0%	$74.32	+19.8%	CS	25754A201
ROST	ROSS STORES INC	5,580	$588K	0.0%	$31.13	+42.9%	CS	778296103
MDY	SPDR SNP MIDCAP 400 ETF TR UTS	2,119	$587K	0.0%	$250.55	—	ETF	78467Y107
—	DISCOVERY COMMUNICATNS NEW	19,772	$583K	0.0%	$46.30	—	CS	25470F302
TRIP	TRIPADVISOR INC	6,923	$576K	0.0%	$69.90	0.0%	CS	896945201
JKHY	HENRY JACK AND ASSOC INC	8,247	$576K	0.0%	$42.36	+35.2%	CS	426281101
—	HANGER ORTHOPEDIC GROUP INC	25,289	$574K	0.0%	$22.70	—	CS	41043F208
DON	WISDOMTREE TRUST MIDCAP DIVI F	6,641	$572K	0.0%	$78.44	—	ETF	97717W505
IGSB	ISHARES TR LEHMAN 1-3 YR	5,396	$569K	0.0%	$105.35	—	ETF	464288646
—	POWERSHARES ETF TRUST DWA TECH	13,021	$566K	0.0%	$35.63	—	ETF	73935X153
DVY	ISHARES TR DJ SEL DIV INX	7,211	$562K	0.0%	$63.99	—	ETF	464287168
GWW	GRAINGER W W INC	2,381	$562K	0.0%	$205.30	-2.6%	CS	384802104
IYW	ISHARES TR DJ US TECH SEC	5,354	$562K	0.0%	$73.59	—	ETF	464287721
—	ROUSE PPTYS INC	29,608	$561K	0.0%	$18.95	—	CS	779287101
ECL	ECOLAB INC	4,832	$553K	0.0%	$77.58	+25.3%	CS	278865100
—	POWERSHARES QQQ TRUST UNIT SER	5,235	$553K	0.0%	$73.30	—	ETF	73935A104
MOS	MOSAIC CO NEW COM	11,585	$534K	0.0%	$39.26	0.0%	CS	61945C103
BC	BRUNSWICK CORP	10,295	$530K	0.0%	$26.98	+64.1%	CS	117043109
NKE	NIKE INC	5,261	$528K	0.0%	$33.64	+23.9%	CS	654106103
EEM	ISHARES TR MSCI EMERG MKT	13,055	$524K	0.0%	$39.01	—	ETF	464287234
—	BLACKSTONE GROUP L P	13,418	$522K	0.0%	$32.24	—	CS	09253U108
SWK	STANLEY BLACK N DECKER INC	5,464	$521K	0.0%	$69.48	+4.4%	CS	854502101
KAI	KADANT INC	9,900	$521K	0.0%	$40.18	0.0%	CS	48282T104
TXT	TEXTRON INC	11,695	$518K	0.0%	$26.65	+60.6%	CS	883203101
—	PRAXAIR INC	4,268	$515K	0.0%	$124.51	—	CS	74005P104
USB	US BANCORP DEL	11,666	$509K	0.0%	$22.41	+32.9%	CS	902973304
—	HAWAIIAN HOLDINGS INC	23,052	$508K	0.0%	$22.04	—	CS	419879101
—	MAGELLAN MIDSTREAM PRTNRS LP	6,582	$505K	0.0%	$56.33	—	CS	559080106
TOTL	SSGA ACTIVE ETF TR SPDR TR TAC	10,069	$504K	0.0%	$50.05	—	ETF	78467V848
—	L BRANDS INC	5,323	$502K	0.0%	$59.58	—	CS	501797104
EXPD	EXPEDITORS INTL WASH INC	10,401	$501K	0.0%	$39.98	0.0%	CS	302130109
PLOW	DOUGLAS DYNAMICS INC	21,625	$494K	0.0%	$21.51	+0.5%	CS	25960R105
—	ASHFORD HOSPITALITY PRIME IN	28,955	$486K	0.0%	$16.78	—	CS	044102101
—	REPUBLIC AWYS HLDGS INC	34,887	$480K	0.0%	$13.76	—	CS	760276105
CGIP	CELADON GROUP INC	17,591	$479K	0.0%	$24.43	0.0%	CS	150838100
—	RYDEX ETF TRUST SNPSC600 PURVL	7,500	$479K	0.0%	$62.48	—	ETF	78355W700
SBUX	STARBUCKS CORP	5,042	$477K	0.0%	$24.79	+45.7%	CS	855244109
—	CDK GLOBAL INC	9,983	$467K	0.0%	$40.79	—	CS	12508E101
PNR	PENTAIR PLC	7,377	$464K	0.0%	$38.09	-5.0%	CS	G7S00T104
OKE	ONEOK INC NEW	9,579	$462K	0.0%	$28.83	-19.2%	CS	682680103
DWSN	DAWSON GEOPHYSICAL CO NEW	107,901	$461K	0.0%	$4.61	0.0%	CS	239360100
DVN	DEVON ENERGY CORP NEW	7,493	$452K	0.0%	$41.56	0.0%	CS	25179M103
—	WABCO HLDGS INC	3,656	$449K	0.0%	$105.46	—	CS	92927K102
—	AVIV REIT INC MD	12,284	$448K	0.0%	$36.47	—	CS	05381L101
—	NUVEEN MUNICIPAL VALUE FU	44,115	$437K	0.0%	$9.41	—	MF	670928100
—	LIBERTY INTERACTIVE CORPORATIO	10,385	$436K	0.0%	$37.75	—	CS	53071M880
ATHM	AUTOHOME INC	9,902	$435K	0.0%	$42.01	—	ADR	05278C107
EPD	ENTERPRISE PRODS PARTNERS L	12,966	$427K	0.0%	$62.14	—	CS	293792107
—	MARKET VECTORS ETF TR MKTVEC M	13,699	$415K	0.0%	$28.22	—	ETF	57060U134
MKC	MCCORMICK AND CO INC	5,309	$409K	0.0%	$28.57	+5.6%	CS	579780206
SRLN	SSGA ACTIVE ETF TR BLKSTN GSOS	8,281	$408K	0.0%	$49.83	—	ETF	78467V608
—	STERICYCLE INC	2,885	$405K	0.0%	$110.51	—	CS	858912108
—	LIBERTY MEDIA CORP DELAWARE	10,433	$402K	0.0%	$130.74	—	CS	531229102
PII	POLARIS INDS INC	2,791	$394K	0.0%	$125.28	+17.6%	CS	731068102
—	CIMAREX ENERGY CO	3,400	$391K	0.0%	$115.00	—	CS	171798101
HSIC	SCHEIN HENRY INC	2,790	$390K	0.0%	$36.66	+49.7%	CS	806407102
—	POWERSHARES ETF TR II SANDP SM	8,106	$386K	0.0%	$45.87	—	ETF	73937B878
KMPR	KEMPER CORP DEL	9,890	$385K	0.0%	$36.09	+2.3%	CS	488401100
LBRDK	LIBERTY BROADBAND CORP	6,782	$384K	0.0%	$46.41	+2.2%	CS	530307305
—	CLAYMORE EXCHANGE TRADED FD ZA	7,463	$382K	0.0%	$45.82	—	ETF	18383M720
—	ROYAL DUTCH SHELL PLC	6,063	$380K	0.0%	$75.59	—	ADR	780259107
BDX	BECTON DICKINSON AND CO	2,645	$380K	0.0%	$85.92	+38.0%	CS	075887109
ATR	APTARGROUP INC	5,872	$373K	0.0%	$54.20	+2.0%	CS	038336103
—	RYDEX ETF TRUST SNP500 PUR GRW	4,436	$369K	0.0%	$77.23	—	ETF	78355W403
—	STARZ LIBRTY CAP COM A	10,433	$359K	0.0%	$22.12	—	CS	85571Q102
NOC	NORTHROP GRUMMAN CORP	2,228	$359K	0.0%	$77.42	+72.8%	CS	666807102
WTFC	WINTRUST FINANCIAL CORP	7,203	$343K	0.0%	$46.04	+0.4%	CS	97650W108
—	MCGRAW HILL COS INC	3,300	$341K	0.0%	$53.19	—	CS	580645109
CBRE	CBRE GROUP INC	8,676	$336K	0.0%	$34.48	0.0%	CS	12504L109
—	CLAYMORE EXCHANGE TRADED FD CL	6,776	$322K	0.0%	$45.15	—	ETF	18383M605
—	POWERSHARES ETF TRUST II SENIO	13,362	$322K	0.0%	$24.26	—	ETF	73936Q769
SYY	SYSCO CORP	8,514	$321K	0.0%	$26.04	+13.4%	CS	871829107
TSCO	TRACTOR SUPPLY CO	3,700	$315K	0.0%	$10.07	+41.4%	CS	892356106
BF/B	BROWN FORMAN CORP	3,481	$315K	0.0%	$27.74	+7.4%	CS	115637209
ES	EVERSOURCE	5,995	$303K	0.0%	$36.21	0.0%	CS	30040W108
—	CBS CORP NEW CLASS B	4,964	$301K	0.0%	$49.28	—	CS	124857202
—	LEXMARK INTL NEW	7,017	$297K	0.0%	$36.70	—	CS	529771107
BP	BP PLC	7,576	$296K	0.0%	$46.07	—	ADR	055622104
IJR	ISHARES TR SANDP SMLCAP 600	2,448	$289K	0.0%	$90.33	—	ETF	464287804
—	SIGMA ALDRICH CORP	2,040	$282K	0.0%	$84.06	—	CS	826552101
STIP	ISHARES TR BRC 0-5 YR TIP	2,796	$278K	0.0%	$101.11	—	ETF	46429B747
WAT	WATERS CORP	2,233	$278K	0.0%	$108.46	+10.0%	CS	941848103
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	4,361	$272K	0.0%	$52.28	0.0%	CS	192446102
—	HUBBELL INC	2,470	$271K	0.0%	$99.16	—	CS	443510201
—	DISCOVERY COMMUNICATNS NEW	8,764	$270K	0.0%	$77.23	—	CS	25470F104
—	WISCONSIN ENERGY CORP	5,394	$267K	0.0%	$49.50	—	CS	976657106
—	NATIONAL INSTRS CORP	8,331	$267K	0.0%	$32.05	—	CS	636518102
MRSH	MARSH AND MCLENNAN COS INC	4,728	$265K	0.0%	$31.19	+49.7%	CS	571748102
EXR	EXTRA SPACE STORAGE INC	3,724	$252K	0.0%	$38.49	+14.0%	CS	30225T102
ROK	ROCKWELL AUTOMATION INC	2,153	$250K	0.0%	$88.19	+2.9%	CS	773903109
IWO	ISHARES TR RUSL 2000 GROW	1,557	$236K	0.0%	$120.06	—	ETF	464287648
ADBE	ADOBE SYS INC	3,099	$229K	0.0%	$68.53	+8.8%	CS	00724F101
XLV	SELECT SECTOR SPDR TR SBI HEAL	3,138	$228K	0.0%	$64.05	—	ETF	81369Y209
VLO	VALERO ENERGY CORP NEW	3,568	$227K	0.0%	$36.56	0.0%	CS	91913Y100
—	LORILLARD INC	3,455	$226K	0.0%	$59.98	—	CS	544147101
OII	OCEANEERING INTL INC	4,192	$226K	0.0%	$53.35	0.0%	CS	675232102
PH	PARKER HANNIFIN CORP	1,898	$225K	0.0%	$78.13	+29.6%	CS	701094104
GRMN	GARMIN LTD	4,599	$219K	0.0%	$38.96	-5.2%	CS	H2906T109
MDT	MEDTRONIC PLC SHS	2,726	$213K	0.0%	$58.10	0.0%	CS	G5960L103
—	E M C CORP MASS	8,310	$212K	0.0%	$24.33	—	CS	268648102
—	NUVEEN SELECT TAX FREE INCM	12,545	$182K	0.0%	$13.81	—	MF	67062F100
—	NUVEEN QUALITY INCOME MUN FD	12,850	$180K	0.0%	$13.71	—	MF	670977107
—	FIRST BUSEY CORP	18,702	$125K	0.0%	$5.83	—	CS	319383105
—	VOYA PRIME RATE TR	16,663	$92,000	0.0%	$5.50	—	MF	92913A100
—	TTM TECHNOLOGIES INC SR CV NT	50,000	$50,000	0.0%	$1.00	—	CB	87305RAC3
—	APOLLO INVT CORP SR CV NT 20	25,000	$25,000	0.0%	$1.00	—	CB	03761UAE6
—	KRAFT FOODS GROUP INC	28	$2,000	0.0%	$71.43	—	CS	500760106