Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	59,645	$55.45M	3.3%	$36.87	+25.9%	CAP STK CL A	02079K305
PYPL	PAYPAL HLDGS INC	539,657	$28.96M	1.7%	$36.27	+35.2%	COM	70450Y103
MSFT	MICROSOFT CORP	412,730	$28.45M	1.7%	$31.97	+94.9%	COM	594918104
AWK	AMERICAN WTR WKS CO INC NEW	357,958	$27.9M	1.7%	$64.18	+3.9%	COM	030420103
MRK	MERCK & CO INC	434,402	$27.84M	1.7%	$39.16	+18.9%	COM	58933Y105
—	CIGNA CORPORATION	160,414	$26.85M	1.6%	$131.74	—	COM	125509109
—	UNILEVER N V	465,655	$25.74M	1.5%	$39.78	—	N Y SHS NEW	904784709
XYL	XYLEM INC	450,448	$24.97M	1.5%	$32.88	+42.9%	COM	98419M100
ADBE	ADOBE SYS INC	173,598	$24.55M	1.5%	$62.67	+118.5%	COM	00724F101
PNC	PNC FINL SVCS GROUP INC	186,222	$23.25M	1.4%	$67.75	+33.3%	COM	693475105
TJX	TJX COS INC NEW	312,742	$22.57M	1.3%	$29.21	+14.3%	COM	872540109
CSCO	CISCO SYS INC	720,095	$22.54M	1.3%	$16.16	+55.1%	COM	17275R102
CB	CHUBB LIMITED	152,951	$22.24M	1.3%	$108.27	+11.6%	COM	H1467J104
MKC	MCCORMICK & CO INC	226,111	$22.05M	1.3%	$41.59	+3.2%	COM NON VTG	579780206
HOLX	HOLOGIC INC	481,734	$21.86M	1.3%	$29.78	+48.2%	COM	436440101
ETN	EATON CORP PLC	277,288	$21.58M	1.3%	$50.63	+26.3%	SHS	G29183103
BAC	BANK AMER CORP	857,459	$20.8M	1.2%	$13.16	+45.1%	COM	060505104
JCI	JOHNSON CTLS INTL PLC	474,320	$20.57M	1.2%	$33.27	+3.2%	SHS	G51502105
WAB	WABTEC CORP	221,094	$20.23M	1.2%	$57.93	+36.7%	COM	929740108
HXL	HEXCEL CORP NEW	370,689	$19.57M	1.2%	$42.97	+20.4%	COM	428291108
SBUX	STARBUCKS CORP	327,516	$19.1M	1.1%	$43.57	+15.2%	COM	855244109
VZ	VERIZON COMMUNICATIONS INC	415,264	$18.55M	1.1%	$30.19	-2.2%	COM	92343V104
PANW	PALO ALTO NETWORKS INC	137,402	$18.39M	1.1%	$19.17	+5.4%	COM	697435105
RGA	REINSURANCE GROUP AMER INC	141,660	$18.19M	1.1%	$65.72	+92.1%	COM NEW	759351604
HD	HOME DEPOT INC	117,566	$18.04M	1.1%	$61.60	+102.1%	COM	437076102
ECL	ECOLAB INC	130,324	$17.3M	1.0%	$103.71	+13.5%	COM	278865100
KEY	KEYCORP NEW	913,682	$17.12M	1.0%	$8.15	+52.1%	COM	493267108
—	CELGENE CORP	131,220	$17.04M	1.0%	$106.58	—	COM	151020104
—	HCP INC	529,463	$16.92M	1.0%	$37.10	—	COM	40414L109
FRCB	FIRST REP BK SAN FRANCISCO C	165,160	$16.53M	1.0%	$57.21	+58.8%	COM	33616C100
MDT	MEDTRONIC PLC	184,421	$16.37M	1.0%	$58.39	+15.8%	SHS	G5960L103
AFL	AFLAC INC	209,439	$16.27M	1.0%	$23.13	+32.8%	COM	001055102
FFIV	F5 NETWORKS INC	123,951	$15.75M	0.9%	$112.54	+16.4%	COM	315616102
—	ANSYS INC	129,280	$15.73M	0.9%	$86.72	—	COM	03662Q105
JBHT	HUNT J B TRANS SVCS INC	171,781	$15.7M	0.9%	$68.84	+18.6%	COM	445658107
NXPI	NXP SEMICONDUCTORS N V	139,257	$15.24M	0.9%	$50.89	+87.0%	COM	N6596X109
NWL	NEWELL BRANDS INC	284,094	$15.23M	0.9%	$31.87	+8.4%	COM	651229106
UNFI	UNITED NAT FOODS INC	407,175	$14.94M	0.9%	$55.59	-27.8%	COM	911163103
NKE	NIKE INC	252,348	$14.89M	0.9%	$48.52	-0.6%	CL B	654106103
DGX	QUEST DIAGNOSTICS INC	133,686	$14.86M	0.9%	$69.58	+28.1%	COM	74834L100
PG	PROCTER AND GAMBLE CO	170,302	$14.84M	0.9%	$56.89	+23.3%	COM	742718109
AYI	ACUITY BRANDS INC	72,021	$14.64M	0.9%	$177.38	-3.3%	COM	00508Y102
—	SVB FINL GROUP	83,079	$14.6M	0.9%	$107.25	—	COM	78486Q101
BWA	BORGWARNER INC	344,525	$14.59M	0.9%	$37.53	-15.5%	COM	099724106
AAPL	APPLE INC	100,470	$14.47M	0.9%	$19.08	+79.9%	COM	037833100
CVS	CVS HEALTH CORP	178,663	$14.38M	0.9%	$73.48	-17.9%	COM	126650100
EWBC	EAST WEST BANCORP INC	241,201	$14.13M	0.8%	$25.09	+79.0%	COM	27579R104
ADI	ANALOG DEVICES INC	177,140	$13.78M	0.8%	$55.58	+21.5%	COM	032654105
AVB	AVALONBAY CMNTYS INC	69,895	$13.43M	0.8%	$128.58	+10.5%	COM	053484101
—	PRICELINE GRP INC	6,816	$12.75M	0.8%	$1195.35	—	COM NEW	741503403
EOG	EOG RES INC	140,684	$12.73M	0.8%	$62.06	+10.7%	COM	26875P101
—	OWENS ILL INC	524,735	$12.55M	0.7%	$18.36	—	COM NEW	690768403
—	WHOLE FOODS MKT INC	297,492	$12.53M	0.7%	$47.37	—	COM	966837106
ADSK	AUTODESK INC	122,924	$12.39M	0.7%	$61.76	+60.2%	COM	052769106
MSCI	MSCI INC	118,938	$12.25M	0.7%	$65.63	+40.0%	COM	55354G100
ZBH	ZIMMER BIOMET HLDGS INC	95,361	$12.24M	0.7%	$87.89	+25.7%	COM	98956P102
CRM	SALESFORCE COM INC	135,775	$11.76M	0.7%	$50.71	+69.7%	COM	79466L302
JNJ	JOHNSON & JOHNSON	87,994	$11.64M	0.7%	$61.64	+62.8%	COM	478160104
MA	MASTERCARD INCORPORATED	95,528	$11.6M	0.7%	$72.85	+55.2%	CL A	57636Q104
TGT	TARGET CORP	217,687	$11.38M	0.7%	$49.21	-13.5%	COM	87612E106
SBAC	SBA COMMUNICATIONS CORP NEW	83,630	$11.28M	0.7%	$102.82	+16.7%	CL A	78410G104
—	LOGMEIN INC	105,672	$11.04M	0.7%	$86.69	—	COM	54142L109
—	CITRIX SYS INC	133,380	$10.61M	0.6%	$68.23	—	COM	177376100
COST	COSTCO WHSL CORP NEW	66,329	$10.61M	0.6%	$99.57	+51.6%	COM	22160K105
BIIB	BIOGEN INC	38,235	$10.38M	0.6%	$353.26	-25.1%	COM	09062X103
OMC	OMNICOM GROUP INC	121,664	$10.09M	0.6%	$61.00	+0.7%	COM	681919106
WAT	WATERS CORP	54,628	$10.04M	0.6%	$108.55	+60.1%	COM	941848103
TSCO	TRACTOR SUPPLY CO	182,315	$9.883M	0.6%	$12.05	-13.7%	COM	892356106
UPS	UNITED PARCEL SERVICE INC	87,522	$9.679M	0.6%	$65.73	+17.6%	CL B	911312106
ORA	ORMAT TECHNOLOGIES INC	163,582	$9.599M	0.6%	$26.40	+109.9%	COM	686688102
IFF	INTERNATIONAL FLAVORS&FRAGRA	69,952	$9.444M	0.6%	$98.62	+10.5%	COM	459506101
—	FEDERAL REALTY INVT TR	74,232	$9.382M	0.6%	$153.23	—	SH BEN INT NEW	313747206
—	PANERA BREAD CO	29,652	$9.329M	0.6%	$170.31	—	CL A	69840W108
BLKB	BLACKBAUD INC	107,234	$9.195M	0.5%	$75.95	+6.3%	COM	09227Q100
SEE	SEALED AIR CORP NEW	205,262	$9.187M	0.5%	$22.64	+67.3%	COM	81211K100
—	UMPQUA HLDGS CORP	487,870	$8.957M	0.5%	$17.17	—	COM	904214103
NVS	NOVARTIS A G	104,792	$8.747M	0.5%	$78.96	—	SPONSORED ADR	66987V109
VFC	V F CORP	147,916	$8.52M	0.5%	$58.50	-11.8%	COM	918204108
HASI	HANNON ARMSTRONG SUST INFR C	371,787	$8.503M	0.5%	$10.89	+30.3%	COM	41068X100
—	XILINX INC	130,314	$8.382M	0.5%	$47.25	—	COM	983919101
PWR	QUANTA SVCS INC	247,614	$8.151M	0.5%	$28.66	+14.0%	COM	74762E102
TILE	INTERFACE INC	406,327	$7.984M	0.5%	$18.20	+7.9%	COM	458665304
—	SHIRE PLC	48,001	$7.933M	0.5%	$168.53	—	SPONSORED ADR	82481R106
TRV	TRAVELERS COMPANIES INC	61,543	$7.787M	0.5%	$87.57	+16.3%	COM	89417E109
MPC	MARATHON PETE CORP	146,855	$7.685M	0.5%	$32.94	+20.0%	COM	56585A102
—	FOREST CITY RLTY TR INC	309,870	$7.49M	0.4%	$21.19	—	COM CL A	345605109
SF	STIFEL FINL CORP	159,383	$7.328M	0.4%	$26.62	+2.4%	COM	860630102
—	MAXIM INTEGRATED PRODS INC	161,715	$7.261M	0.4%	$36.81	—	COM	57772K101
—	AVANGRID INC	163,783	$7.231M	0.4%	$44.15	—	COM	05351W103
AOS	SMITH A O	123,905	$6.98M	0.4%	$36.05	+29.1%	COM	831865209
—	CERNER CORP	103,375	$6.871M	0.4%	$63.13	—	COM	156782104
IPGP	IPG PHOTONICS CORP	47,100	$6.834M	0.4%	$86.52	+55.2%	COM	44980X109
MIDD	MIDDLEBY CORP	55,378	$6.729M	0.4%	$80.16	+64.8%	COM	596278101
FSLR	FIRST SOLAR INC	166,308	$6.632M	0.4%	$50.08	-32.1%	COM	336433107
OKE	ONEOK INC NEW	125,432	$6.543M	0.4%	$29.27	+3.6%	COM	682680103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	185,000	$6.468M	0.4%	$22.38	—	SPONSORED ADR	874039100
LULU	LULULEMON ATHLETICA INC	104,016	$6.207M	0.4%	$55.23	-5.7%	COM	550021109
CHD	CHURCH & DWIGHT INC	116,574	$6.048M	0.4%	$40.93	+11.9%	COM	171340102
BDX	BECTON DICKINSON & CO	30,524	$5.956M	0.4%	$102.45	+56.7%	COM	075887109
V	VISA INC	63,462	$5.951M	0.4%	$61.28	+42.7%	COM CL A	92826C839
—	TIME WARNER INC	58,822	$5.906M	0.4%	$63.74	—	COM NEW	887317303
XRAY	DENTSPLY SIRONA INC	90,613	$5.875M	0.4%	$59.48	+6.2%	COM	24906P109
WBS	WEBSTER FINL CORP CONN	109,726	$5.73M	0.3%	$35.70	+41.5%	COM	947890109
—	APACHE CORP	119,323	$5.719M	0.3%	$64.18	—	COM	037411105
BALL	BALL CORP	133,182	$5.622M	0.3%	$33.54	+7.1%	COM	058498106
—	8POINT3 ENERGY PARTNERS LP	361,391	$5.468M	0.3%	$14.11	—	CL A RPT LTDPT	282539105
MTX	MINERALS TECHNOLOGIES INC	70,573	$5.166M	0.3%	$44.50	+61.5%	COM	603158106
ICE	INTERCONTINENTAL EXCHANGE IN	77,600	$5.115M	0.3%	$46.27	+18.7%	COM	45866F104
ROK	ROCKWELL AUTOMATION INC	31,083	$5.034M	0.3%	$86.33	+55.7%	COM	773903109
ASML	ASML HOLDING N V	37,392	$4.873M	0.3%	$104.10	—	N Y REGISTRY SHS	N07059210
VRSK	VERISK ANALYTICS INC	57,751	$4.872M	0.3%	$65.26	+18.6%	COM	92345Y106
BK	BANK NEW YORK MELLON CORP	93,500	$4.77M	0.3%	$29.53	+28.5%	COM	064058100
META	FACEBOOK INC	31,100	$4.695M	0.3%	$147.65	0.0%	CL A	30303M102
INTU	INTUIT	35,149	$4.668M	0.3%	$91.26	+33.7%	COM	461202103
JLL	JONES LANG LASALLE INC	36,000	$4.5M	0.3%	$130.62	-13.4%	COM	48020Q107
GILD	GILEAD SCIENCES INC	62,784	$4.444M	0.3%	$50.05	-3.5%	COM	375558103
EW	EDWARDS LIFESCIENCES CORP	36,592	$4.327M	0.3%	$31.31	+16.6%	COM	28176E108
WM	WASTE MGMT INC DEL	57,000	$4.181M	0.2%	$39.05	+60.1%	COM	94106L109
MET	METLIFE INC	76,000	$4.175M	0.2%	$32.77	+5.7%	COM	59156R108
—	CAMBREX CORP	69,705	$4.165M	0.2%	$19.51	—	COM	132011107
—	PRAXAIR INC	30,112	$3.991M	0.2%	$127.90	—	COM	74005P104
—	BCE INC	90,000	$3.892M	0.2%	$45.82	—	PUT	05534B950
SON	SONOCO PRODS CO	74,629	$3.837M	0.2%	$28.03	+37.0%	COM	835495102
HSIC	SCHEIN HENRY INC	20,000	$3.66M	0.2%	$60.36	+15.5%	COM	806407102
ACN	ACCENTURE PLC IRELAND	28,300	$3.5M	0.2%	$83.80	+27.8%	SHS CLASS A	G1151C101
RY	ROYAL BK CDA MONTREAL QUE	48,059	$3.485M	0.2%	$54.94	+27.6%	COM	780087102
ITW	ILLINOIS TOOL WKS INC	23,764	$3.404M	0.2%	$69.97	+62.0%	COM	452308109
PLD	PROLOGIS INC	57,871	$3.394M	0.2%	$30.84	+41.8%	COM	74340W103
TSLA	TESLA INC	9,244	$3.343M	0.2%	$13.97	+57.5%	COM	88160R101
R	RYDER SYS INC	45,000	$3.239M	0.2%	$84.61	-18.2%	COM	783549108
HDB	HDFC BANK LTD	36,636	$3.186M	0.2%	$75.22	—	ADR REPS 3 SHS	40415F101
DAR	DARLING INGREDIENTS INC	200,000	$3.148M	0.2%	$10.42	+48.3%	COM	237266101
—	GLAXOSMITHKLINE PLC	72,562	$3.129M	0.2%	$44.02	—	SPONSORED ADR	37733W105
NGG	NATIONAL GRID PLC	49,460	$3.107M	0.2%	$62.82	—	SPONSORED ADR NE	636274409
ITUB	ITAU UNIBANCO HLDG SA	275,000	$3.039M	0.2%	$6.85	—	SPON ADR REP PFD	465562106
SAP	SAP SE	27,913	$2.922M	0.2%	$87.74	—	SPON ADR	803054204
—	HESS CORP	63,356	$2.779M	0.2%	$66.22	—	COM	42809H107
ALKS	ALKERMES PLC	47,808	$2.771M	0.2%	$48.24	+20.4%	SHS	G01767105
—	QUINTILES IMS HOLDINGS INC	29,577	$2.647M	0.2%	$89.50	—	COM	74876Y101
VOD	VODAFONE GROUP PLC NEW	90,921	$2.612M	0.2%	$28.96	—	SPONSORED ADR	92857W308
HTGC	HERCULES CAPITAL INC	196,681	$2.604M	0.2%	$13.63	+1.9%	COM	427096508
MLKN	MILLER HERMAN INC	85,000	$2.584M	0.2%	$25.63	0.0%	COM	600544100
FITB	FIFTH THIRD BANCORP	86,999	$2.258M	0.1%	$12.85	+40.3%	COM	316773100
LNC	LINCOLN NATL CORP IND	31,908	$2.156M	0.1%	$29.38	+58.6%	COM	534187109
DECK	DECKERS OUTDOOR CORP	30,568	$2.087M	0.1%	$12.28	-15.1%	COM	243537107
LTC	LTC PPTYS INC	38,979	$2.003M	0.1%	$51.49	—	COM	502175102
—	FIVE PRIME THERAPEUTICS INC	65,295	$1.966M	0.1%	$41.53	—	COM	33830X104
CAH	CARDINAL HEALTH INC	25,203	$1.963M	0.1%	$55.34	+5.5%	COM	14149Y108
CBRE	CBRE GROUP INC	49,082	$1.787M	0.1%	$31.23	+11.4%	CL A	12504L109
MMM	3M CO	8,568	$1.784M	0.1%	$69.55	+79.3%	COM	88579Y101
SCHW	SCHWAB CHARLES CORP NEW	41,339	$1.776M	0.1%	$21.89	+63.3%	COM	808513105
—	AQUA AMERICA INC	52,792	$1.758M	0.1%	$30.33	—	COM	03836W103
SPY	SPDR S&P 500 ETF TR	7,231	$1.748M	0.1%	$241.74	—	TR UNIT	78462F103
LECO	LINCOLN ELEC HLDGS INC	18,180	$1.674M	0.1%	$59.46	+51.3%	COM	533900106
—	CONVERGYS CORP	67,874	$1.614M	0.1%	$24.27	—	COM	212485106
HMN	HORACE MANN EDUCATORS CORP N	41,867	$1.582M	0.1%	$26.86	+43.4%	COM	440327104
AVA	AVISTA CORP	36,646	$1.556M	0.1%	$17.79	+64.2%	COM	05379B107
—	ZENDESK INC	55,841	$1.551M	0.1%	$24.17	—	COM	98936J101
ROG	ROGERS CORP	14,148	$1.537M	0.1%	$51.46	+96.9%	COM	775133101
GIS	GENERAL MLS INC	25,627	$1.42M	0.1%	$34.60	+21.4%	COM	370334104
IMAX	IMAX CORP	64,115	$1.411M	0.1%	$28.17	-0.4%	COM	45245E109
TRMB	TRIMBLE INC	38,707	$1.381M	0.1%	$29.12	+19.2%	COM	896239100
OMCL	OMNICELL INC	31,668	$1.365M	0.1%	$25.43	+63.3%	COM	68213N109
CRI	CARTER INC	14,949	$1.33M	0.1%	$74.04	-6.9%	COM	146229109
DSI	ISHARES TR	14,795	$1.321M	0.1%	$74.72	—	MSCI KLD400 SOC	464288570
THG	HANOVER INS GROUP INC	14,618	$1.296M	0.1%	$66.61	0.0%	COM	410867105
AKR	ACADIA RLTY TR	46,503	$1.293M	0.1%	$31.24	—	COM SH BEN INT	004239109
—	INC RESH HLDGS INC	21,996	$1.287M	0.1%	$46.60	—	CL A	45329R109
LKQ	LKQ CORP	36,696	$1.209M	0.1%	$27.76	0.0%	COM	501889208
BDN	BRANDYWINE RLTY TR	68,220	$1.196M	0.1%	$17.53	—	SH BEN INT NEW	105368203
SCHH	SCHWAB STRATEGIC TR	28,314	$1.167M	0.1%	$43.25	—	US REIT ETF	808524847
EGBN	EAGLE BANCORP INC MD	18,185	$1.151M	0.1%	$19.87	+134.9%	COM	268948106
TTEK	TETRA TECH INC NEW	23,804	$1.089M	0.1%	$8.91	0.0%	COM	88162G103
GOOG	ALPHABET INC	1,196	$1.087M	0.1%	$35.67	+27.4%	CAP STK CL C	02079K107
—	CORE LABORATORIES N V	10,446	$1.058M	0.1%	$101.28	—	COM	N22717107
WT	WISDOMTREE INVTS INC	94,383	$960K	0.1%	$12.89	-28.4%	COM	97717P104
CPT	CAMDEN PPTY TR	11,176	$956K	0.1%	$52.56	+18.8%	SH BEN INT	133131102
OGS	ONE GAS INC	13,468	$940K	0.1%	$49.53	+40.8%	COM	68235P108
IBM	INTERNATIONAL BUSINESS MACHS	5,644	$868K	0.1%	$104.34	-0.5%	COM	459200101
—	NATIONAL OILWELL VARCO INC	23,597	$777K	0.0%	$66.47	—	COM	637071101
IRTC	IRHYTHM TECHNOLOGIES INC	17,941	$762K	0.0%	$36.42	0.0%	COM	450056106
—	TAILORED BRANDS INC	66,546	$743K	0.0%	$15.78	—	COM	87403A107
—	NEW YORK CMNTY BANCORP INC	53,133	$698K	0.0%	$13.97	—	COM	649445103
—	SUPERIOR ENERGY SVCS INC	66,600	$695K	0.0%	$22.40	—	COM	868157108
ORCL	ORACLE CORP	13,175	$661K	0.0%	$29.25	+37.1%	COM	68389X105
—	NEVRO CORP	8,411	$626K	0.0%	$74.43	—	COM	64157F103
SJM	SMUCKER J M CO	4,691	$555K	0.0%	$75.84	+26.9%	COM NEW	832696405
LGND	LIGAND PHARMACEUTICALS INC	4,511	$548K	0.0%	$71.83	-2.6%	COM NEW	53220K504
—	GENERAL ELECTRIC CO	20,014	$541K	0.0%	$26.21	—	COM	369604103
PPG	PPG INDS INC	4,906	$539K	0.0%	$77.51	+18.9%	COM	693506107
NVO	NOVO-NORDISK A S	11,928	$512K	0.0%	$83.23	—	ADR	670100205
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,756	$467K	0.0%	$137.53	+20.9%	CL B NEW	084670702
GWW	GRAINGER W W INC	2,378	$429K	0.0%	$207.29	-19.8%	COM	384802104
JPM	JPMORGAN CHASE & CO	4,105	$375K	0.0%	$38.63	+77.4%	COM	46625H100
—	ENERNOC INC	45,945	$356K	0.0%	$15.52	—	COM	292764107
PFE	PFIZER INC	10,415	$350K	0.0%	$17.08	+26.4%	COM	717081103
DIS	DISNEY WALT CO	3,217	$342K	0.0%	$74.07	+38.3%	COM DISNEY	254687106
ENB	ENBRIDGE INC	8,298	$330K	0.0%	$24.73	-3.7%	COM	29250N105
AMAT	APPLIED MATLS INC	7,968	$330K	0.0%	$13.35	+189.2%	COM	038222105
XOM	EXXON MOBIL CORP	3,964	$320K	0.0%	$53.56	+3.6%	COM	30231G102
—	POWERSHARES ETF TRUST	6,922	$316K	0.0%	$31.69	—	DYN BIOT & GEN	73935X856
ABBNY	ABB LTD	12,510	$311K	0.0%	$19.87	—	SPONSORED ADR	000375204
UNH	UNITEDHEALTH GROUP INC	1,638	$304K	0.0%	$51.61	+195.8%	COM	91324P102
INTC	INTEL CORP	8,946	$302K	0.0%	$18.00	+64.2%	COM	458140100
AMGN	AMGEN INC	1,700	$293K	0.0%	$77.46	+61.8%	COM	031162100
PEP	PEPSICO INC	2,481	$287K	0.0%	$79.36	+11.1%	COM	713448108
FMS	FRESENIUS MED CARE AG&CO KGA	5,802	$280K	0.0%	$35.19	—	SPONSORED ADR	358029106
CL	COLGATE PALMOLIVE CO	3,722	$276K	0.0%	$47.03	+28.9%	COM	194162103
WFC	WELLS FARGO CO NEW	4,766	$264K	0.0%	$30.36	+38.9%	COM	949746101
CAT	CATERPILLAR INC DEL	2,435	$262K	0.0%	$66.01	+27.3%	COM	149123101
ISRG	INTUITIVE SURGICAL INC	270	$253K	0.0%	$79.00	+21.7%	COM NEW	46120E602
—	FITBIT INC	47,000	$250K	0.0%	$15.15	—	CL A	33812L102
HIG	HARTFORD FINL SVCS GROUP INC	4,714	$248K	0.0%	$30.70	+33.7%	COM	416515104
—	AMERICAN NATL INS CO	1,868	$218K	0.0%	$117.77	—	COM	028591105
WMT	WAL-MART STORES INC	2,787	$211K	0.0%	$18.36	+19.9%	COM	931142103
HAL	HALLIBURTON CO	4,852	$207K	0.0%	$34.14	+13.3%	COM	406216101
USB	US BANCORP DEL	3,932	$204K	0.0%	$29.78	+24.1%	COM NEW	902973304
AXP	AMERICAN EXPRESS CO	2,396	$202K	0.0%	$60.98	+15.3%	COM	025816109
—	WESTERN ASSET CLYM INFL SEC	10,000	$113K	0.0%	$11.30	—	COM SH BEN INT	95766Q106