Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	XYLEM INC	1,182,262	$33.02M	8.8%	$26.99	—	COM	98419m100
SYY	SYSCO CORP	684,736	$21.8M	5.8%	$24.18	-0.8%	COM	871829107
IMO	IMPERIAL OIL LTD	457,682	$20.12M	5.4%	$30.07	+7.7%	COM NEW	453038408
—	AMERICAN SCIENCE & ENGR INC	331,350	$19.98M	5.3%	$56.33	—	COM	029429107
—	MKS INSTRUMENT INC	750,054	$19.94M	5.3%	$26.55	—	COM	55306n104
—	CABOT MICROELECTRONICS CORP	412,859	$15.9M	4.3%	$34.03	—	COM	12709p103
NTRS	NORTHERN TR CORP	291,587	$15.86M	4.2%	$40.50	+2.9%	COM	665859104
—	METLIFE INC	333,091	$15.64M	4.2%	$45.76	—	COM	59156r108
—	EXXON MOBIL CORP	168,587	$14.51M	3.9%	$89.44	—	COM	30231g102
LUV	SOUTHWEST AIRLS CO	979,961	$14.27M	3.8%	$11.87	+0.2%	COM	844741108
—	MOSAIC CO NEW	326,430	$14.04M	3.8%	$43.02	—	COM	61945c103
—	COMPASS MINERALS INTL INC	183,877	$14.02M	3.7%	$78.12	—	COM	20451n101
—	PATTERSON COMPANIES INC	347,808	$13.98M	3.7%	$37.60	—	COM	703395103
—	HILLSHIRE BRANDS CO	447,821	$13.77M	3.7%	$30.90	—	COM	432589109
—	GOLDCORP INC NEW	527,701	$13.73M	3.7%	$24.73	—	COM	380956409
—	CAPITOL FED FINL INC	1,054,511	$13.11M	3.5%	$12.18	—	COM	14057j101
—	SOUTHWESTERN ENERGY CO	329,850	$12M	3.2%	$36.48	—	COM	845467109
—	ITT CORP NEW	242,398	$8.714M	2.3%	$29.41	—	COM NEW	450911201
NFG	NATIONAL FUEL GAS CO N J	118,277	$8.133M	2.2%	$60.82	+6.9%	COM	636180101
—	KELLOGG CO	136,945	$8.043M	2.2%	$38.82	-0.0%	COM	487836108
—	GREAT PLAINS ENERGY INC	360,600	$8.005M	2.1%	$22.21	—	COM	391164100
SYK	STRYKER CORP	117,455	$7.939M	2.1%	$56.92	+4.4%	COM	863667101
SLB	SCHLUMBERGER LTD	75,006	$6.628M	1.8%	$52.90	+11.5%	COM	806857108
—	REXNORD CORP NEW	299,780	$6.235M	1.7%	$16.85	—	COM	76169b102
—	ROCKWELL COLLINS INC	80,339	$5.452M	1.5%	$63.41	—	COM	774341101
TXN	TEXAS INSTRS INC	122,501	$4.936M	1.3%	$25.31	+9.5%	COM	882508104
—	3M CO	27,834	$3.324M	0.9%	$110.70	—	COM	88579y101
—	TE CONNECTIVITY LTD	62,960	$3.26M	0.9%	$45.54	—	REG SHS	h84989104
—	KANSAS CITY LIFE INS CO	35,662	$1.577M	0.4%	$38.28	—	COM	484836101
CNA	CNA FINL CORP	39,055	$1.491M	0.4%	$14.78	0.0%	COM	126117100
—	TOWNEBANK PORTSMOUTH VA	71,615	$1.033M	0.3%	$14.62	—	COM	89214p109
BEN	FRANKLIN RES INC	19,440	$983K	0.3%	$28.89	-0.6%	COM	354613101
—	PROASSURANCE CORP	20,080	$905K	0.2%	$47.48	—	COM	74267c106
MUR	MURPHY OIL CORP	12,425	$749K	0.2%	$34.50	+9.4%	COM	626717102
—	DENTSPLY INTL INC NEW	16,697	$725K	0.2%	$40.97	—	COM	249030107
—	HCC INS HLDGS INC	16,400	$719K	0.2%	$43.46	—	COM	404132102
—	POTASH CORP SASK INC	22,140	$693K	0.2%	$31.30	—	COM	73755l107
—	LIFE TECHNOLOGIES CORP	8,960	$670K	0.2%	$74.00	—	COM	53217v109
HP	HELMERICH & PAYNE INC	7,945	$548K	0.1%	$61.57	+7.2%	COM	423452101
—	DEVON ENERGY CORP NEW	9,425	$544K	0.1%	$53.91	—	COM	25179m103
—	WESTAR ENERGY INC	17,700	$543K	0.1%	$30.68	—	COM	95709t100
—	TARGET CORP	8,320	$532K	0.1%	$68.49	—	COM	87612e106
ALV	AUTOLIV INC	4,410	$385K	0.1%	$40.43	+11.5%	COM	052800109
RSG	REPUBLIC SVCS INC	11,030	$368K	0.1%	$26.75	0.0%	COM	760759100
HTLD	HEARTLAND EXPRESS INC	25,805	$366K	0.1%	$14.36	0.0%	COM	422347104
—	ENDURANCE SPECIALTY HLDGS LT	6,795	$365K	0.1%	$51.51	—	SHS	g30397106
—	BARD C R INC	3,155	$363K	0.1%	$108.72	—	COM	067383109
BDX	BECTON DICKINSON & CO	3,620	$362K	0.1%	$80.59	0.0%	COM	075887109
—	PRICE T ROWE GROUP INC	5,030	$362K	0.1%	$71.97	—	COM	74144t108
—	CHUBB CORP	4,030	$360K	0.1%	$84.62	—	COM	171232101
—	NORDSTROM INC	6,350	$357K	0.1%	$56.22	—	COM	655664100
POR	PORTLAND GEN ELEC CO	12,485	$352K	0.1%	$19.05	0.0%	COM NEW	736508847
DE	DEERE & CO	4,291	$349K	0.1%	$65.96	0.0%	COM	244199105
—	ACCENTURE PLC IRELAND	4,695	$346K	0.1%	$73.70	—	SHS CLASS A	g1151c101
NSC	NORFOLK SOUTHERN CORP	4,465	$345K	0.1%	$57.67	-1.2%	COM	655844108
FE	FIRSTENERGY CORP	9,385	$342K	0.1%	$22.25	0.0%	COM	337932107
—	EXELON CORP	11,330	$336K	0.1%	$29.66	—	COM	30161n101
—	EMPIRE DIST ELEC CO	15,340	$332K	0.1%	$22.29	—	COM	291641108
—	ULTRA PETROLEUM CORP	14,980	$308K	0.1%	$19.83	—	COM	903914109