Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MKTX	MARKETAXESS HOLDINGS INC	13,304	$1.661M	1.7%	$124.85 *	$90.12	+26.3%	COM	57060D108
—	BROCADE COMMUNICATIONS SYS	144,361	$1.527M	1.6%	$10.58	$10.02	—	COM NEW	111621306
AGCO	AGCO CORP	22,199	$1.103M	1.1%	$49.69 *	$38.60	+3.4%	COM	001084102
—	INVESTORS BANCORP, INC	90,491	$1.053M	1.1%	$11.64	$12.35	—	COM	46146L101
—	WADDELL & REED FINANCIAL-A	44,435	$1.046M	1.1%	$23.54	$31.20	—	CL A	930059100
LXU	LSB INDUSTRIES INC	77,690	$991K	1.0%	$12.76 *	$11.98	-18.1%	COM	502160104
LPLA	LPL FINANCIAL HOLDINGS INC	37,231	$923K	0.9%	$24.79	$37.84	-34.5%	COM	50212V100
KBH	KB HOME	64,271	$918K	0.9%	$14.28 *	$10.38	+22.5%	COM	48666K109
RMBS	RAMBUS INC	66,766	$918K	0.9%	$13.75	$12.40	+10.9%	COM	750917106
GGG	GRACO INC	10,799	$907K	0.9%	$83.99 *	$20.16	+22.0%	COM	384109104
SFM	SPROUTS FARMERS MARKET INC	30,944	$899K	0.9%	$29.05	$23.41	+24.1%	COM	85208M102
—	SYNTEL INC	17,448	$871K	0.9%	$49.92	$45.32	—	COM	87162H103
SBH	SALLY BEAUTY HOLDINGS INC	26,823	$869K	0.9%	$32.40	$26.90	+20.4%	COM	79546E104
HLF	HERBALIFE LTD	14,087	$867K	0.9%	$61.55 *	$25.81	+19.3%	COM USD SHS	G4412G101
IPGP	IPG PHOTONICS CORP	9,015	$866K	0.9%	$96.06	$84.77	+13.3%	COM	44980X109
CALM	CAL MAINE FOODS INC	16,219	$842K	0.9%	$51.91 *	$37.54	+4.4%	COM NEW	128030202
—	SUN HYDRAULICS CORP	25,313	$840K	0.9%	$33.18	$28.43	—	COM	866942105
BKH	BLACK HILLS CORP	13,776	$828K	0.8%	$60.10 *	$37.32	+13.0%	COM	092113109
DAR	DARLING INGREDIENTS INC	62,316	$821K	0.8%	$13.17	$10.40	+26.6%	COM	237266101
—	TESSERA TECHNOLOGIES INC	26,420	$819K	0.8%	$31.00	$32.01	—	COM	88164L100
—	DUPONT FABROS TECHNOLOGY	19,652	$796K	0.8%	$40.50	$32.22	—	COM	26613Q106
—	FLIR SYSTEMS INC	23,645	$779K	0.8%	$32.95	$28.31	—	COM	302445101
—	DRIL-QUIP INC	12,698	$769K	0.8%	$60.56	$58.50	—	COM	262037104
NNN	NATIONAL RETAIL PROPERTIES	16,596	$767K	0.8%	$46.22	$37.40	—	COM	637417106
—	CAMBREX CORP	17,424	$767K	0.8%	$44.02	$40.51	—	COM	132011107
TXNM	PNM RESOURCES INC	22,426	$756K	0.8%	$33.71	$26.77	+25.9%	COM	69349H107
—	NIC INC	41,425	$747K	0.8%	$18.03	$17.93	—	COM	62914B100
—	GREAT PLAINS ENERGY INC	22,932	$740K	0.8%	$32.27	$27.32	—	COM	391164100
USNA	USANA HEALTH SCIENCES INC	6,083	$739K	0.8%	$121.49 *	$70.07	-13.4%	COM	90328M107
—	TAUBMAN CENTERS INC	10,296	$733K	0.7%	$71.19	$71.19	—	COM	876664103
CRI	CARTER'S INC	6,939	$731K	0.7%	$105.35 *	$68.70	+18.2%	COM	146229109
MEI	METHODE ELECTRONICS INC	24,763	$724K	0.7%	$29.24 *	$22.21	+7.6%	COM	591520200
MPT	MEDICAL PROPERTIES TRUST INC	55,810	$724K	0.7%	$12.97	$11.58	—	COM	58463J304
ABM	ABM INDUSTRIES INC	22,205	$717K	0.7%	$32.29 *	$24.76	+7.1%	COM	000957100
—	BEMIS COMPANY	13,776	$713K	0.7%	$51.76	$51.76	—	COM	081437105
—	HFF INC-CLASS A	25,889	$713K	0.7%	$27.54	$32.40	—	CL A	40418F108
CPRT	COPART INC	17,417	$710K	0.7%	$40.76 *	$4.62	+10.4%	COM	217204106
—	CORRECTIONS CORP OF AMERICA	22,128	$709K	0.7%	$32.04	$28.66	—	COM NEW	22025Y407
FUL	H.B. FULLER CO.	16,601	$705K	0.7%	$42.47 *	$33.26	+12.6%	COM	359694106
WCC	WESCO INTERNATIONAL INC	12,887	$705K	0.7%	$54.71 *	$51.20	+3.8%	COM	95082P105
—	VECTREN CORP	13,870	$701K	0.7%	$50.54	$42.49	—	COM	92240G101
BRO	BROWN & BROWN INC	19,542	$700K	0.7%	$35.82 *	$14.86	+10.6%	COM	115236101
—	DSW INC-CLASS A	25,287	$699K	0.7%	$27.64	$24.05	—	CL A	23334L102
HIW	HIGHWOODS PROPERTIES INC	14,514	$694K	0.7%	$47.82	$39.93	—	COM	431284108
—	REGAL ENTERTAINMENT GROUP-A	32,540	$688K	0.7%	$21.14	$18.87	—	CL A	758766109
MANH	MANHATTAN ASSOCIATES INC	11,967	$681K	0.7%	$56.91	$63.30	-10.2%	COM	562750109
—	EQUITY ONE INC	23,725	$680K	0.7%	$28.66	$27.24	—	COM	294752100
POR	PORTLAND GENERAL ELECTRIC CO	17,007	$672K	0.7%	$39.51 *	$24.33	+13.4%	COM NEW	736508847
SHOO	STEVEN MADDEN LTD	18,096	$670K	0.7%	$37.02 *	$22.13	-3.7%	COM	556269108
—	COLFAX CORP	23,391	$669K	0.7%	$28.60	$23.63	—	COM	194014106
GBX	GREENBRIER COMPANIES INC	24,099	$666K	0.7%	$27.64 *	$19.35	+7.9%	COM	393657101
DCI	DONALDSON CO INC	20,881	$666K	0.7%	$31.90 *	$24.90	+9.5%	COM	257651109
—	TELEPHONE AND DATA SYSTEMS	22,020	$663K	0.7%	$30.11	$26.13	—	COM NEW	879433100
—	WEINGARTEN REALTY INVESTORS	17,634	$662K	0.7%	$37.54	$33.45	—	SH BEN INT	948741103
CACC	CREDIT ACCEPTANCE CORP	3,627	$658K	0.7%	$181.42	$190.72	-4.8%	COM	225310101
—	RITCHIE BROS. AUCTIONEERS	24,284	$658K	0.7%	$27.10	$24.26	—	COM	767744105
PBI	PITNEY BOWES INC	30,540	$658K	0.7%	$21.55	$20.60	+4.6%	COM	724479100
SKT	TANGER FACTORY OUTLET CENTER	18,044	$657K	0.7%	$36.41	$33.13	—	COM	875465106
—	CLECO CORPORATION	11,898	$657K	0.7%	$55.22	$52.36	—	COM	12561W105
CBSH	COMMERCE BANCSHARES INC	14,536	$653K	0.7%	$44.92 *	$27.31	+4.2%	COM	200525103
MDU	MDU RESOURCES GROUP INC	33,437	$651K	0.7%	$19.47 *	$5.00	+11.0%	COM	552690109
—	KNIGHT TRANSPORTATION INC	24,808	$649K	0.7%	$26.16	$24.15	—	COM	499064103
BAH	BOOZ ALLEN HAMILTON HOLDINGS	21,406	$648K	0.7%	$30.27 *	$23.82	+6.4%	CL A	099502106
—	SINCLAIR BROADCAST GROUP-A	21,015	$646K	0.7%	$30.74	$32.43	—	CL A	829226109
CFFN	CAPITOL FEDERAL FINANCIAL IN	48,586	$644K	0.7%	$13.25 *	$6.09	+12.9%	COM	14057J101
FCPT	FOUR CORNERS PROPERTY TRUST	35,520	$638K	0.6%	$17.96	$22.77	—	COM	35086T109
EAT	BRINKER INTL INC	13,856	$637K	0.6%	$45.97 *	$45.04	-11.5%	COM	109641100
EME	EMCOR GROUP INC	13,062	$635K	0.6%	$48.61 *	$44.72	+4.4%	COM	29084Q100
NWBI	NORTHWEST BANCSHARES INC	46,853	$633K	0.6%	$13.51 *	$7.24	+7.9%	COM	667340103
FAF	FIRST AMERICAN FINANCIAL	16,540	$630K	0.6%	$38.09 *	$27.28	+1.2%	COM	31847R102
FULT	FULTON FINANCIAL CORP	46,992	$629K	0.6%	$13.39 *	$8.57	+7.9%	COM	360271100
—	CALLON PETROLEUM CO	71,114	$629K	0.6%	$8.84	$7.59	—	COM	13123X102
PFS	PROVIDENT FINANCIAL SERVICES	31,036	$627K	0.6%	$20.20 *	$12.72	+0.6%	COM	74386T105
WWW	WOLVERINE WORLD WIDE INC	33,960	$626K	0.6%	$18.43 *	$18.92	-18.7%	COM	978097103
—	HOSPITALITY PROPERTIES TRUST	23,496	$624K	0.6%	$26.56	$26.19	—	COM SH BEN INT	44106M102
—	TUPPERWARE BRANDS CORP	10,712	$621K	0.6%	$57.97	$51.39	—	COM	899896104
HTLD	HEARTLAND EXPRESS INC	33,491	$621K	0.6%	$18.54	$20.03	-7.4%	COM	422347104
—	DOMTAR CORP	15,291	$619K	0.6%	$40.48	$37.15	—	COM NEW	257559203
—	B/E AEROSPACE INC	13,431	$619K	0.6%	$46.09	$46.09	—	COM	073302101
AWI	ARMSTRONG WORLD INDUSTRIES	12,709	$615K	0.6%	$48.39 *	$49.15	-8.4%	COM	04247X102
—	RR DONNELLEY & SONS CO	37,382	$613K	0.6%	$16.40	$14.81	—	COM	257867101
BPOP	POPULAR INC	21,327	$610K	0.6%	$28.60 *	$22.29	-1.7%	COM NEW	733174700
FNB	FNB CORP	46,818	$609K	0.6%	$13.01 *	$8.94	-0.2%	COM	302520101
—	INTEGRATED DEVICE TECH INC	29,752	$608K	0.6%	$20.44	$20.97	—	COM	458118106
TRMK	TRUSTMARK CORP	26,244	$604K	0.6%	$23.01 *	$17.23	-0.4%	COM	898402102
NFG	NATIONAL FUEL GAS CO	12,006	$601K	0.6%	$50.06	$47.41	+5.6%	COM	636180101
HXL	HEXCEL CORP	13,615	$595K	0.6%	$43.70	$48.33	-9.6%	COM	428291108
—	VECTOR GROUP LTD	26,005	$594K	0.6%	$22.84	$22.65	—	COM	92240M108
—	JANUS CAPITAL GROUP INC	40,608	$594K	0.6%	$14.63	$14.11	—	COM	47102X105
—	CONSOL ENERGY INC.	52,574	$594K	0.6%	$11.30	$8.92	—	COM	20854P109
—	VERIFONE SYSTEMS INC	20,924	$591K	0.6%	$28.25	$28.04	—	COM	92342Y109
—	FIRST NIAGARA FINANCIAL GRP	60,931	$590K	0.6%	$9.68	$10.79	—	COM	33582V108
PAR	PTC INC	17,794	$590K	0.6%	$33.16 *	$5.07	+30.8%	COM	698884103
—	GENESEE & WYOMING INC-CL A	9,398	$589K	0.6%	$62.67	$54.11	—	CL A	371559105
CNO	CNO FINANCIAL GROUP INC	32,828	$588K	0.6%	$17.91 *	$15.55	-6.7%	COM	12621E103
—	EATON VANCE CORP	17,464	$585K	0.6%	$33.50	$33.20	—	COM NON VTG	278265103
UBSI	UNITED BANKSHARES INC	15,946	$585K	0.6%	$36.69	$39.07	-6.1%	COM	909907107
AGO	ASSURED GUARANTY LTD	22,983	$581K	0.6%	$25.28 *	$22.45	-4.6%	COM	G0585R106
WAFD	WASHINGTON FEDERAL INC	25,287	$573K	0.6%	$22.66 *	$16.85	+0.3%	COM	938824109
—	NUVASIVE INC	11,723	$570K	0.6%	$48.62	$48.62	—	COM	670704105
R	RYDER SYSTEM INC	8,786	$569K	0.6%	$64.76	$65.60	-1.3%	COM	783549108
—	INVESTORS REAL ESTATE TRUST	77,665	$564K	0.6%	$7.26	$6.97	—	SH BEN INT	461730103
—	HERTZ GLOBAL HOLDINGS INC	53,378	$562K	0.6%	$10.53	$14.20	—	COM	42805T105
—	SNYDERS-LANCE INC	17,744	$559K	0.6%	$31.50	$34.15	—	COM	833551104
—	COOPER TIRE & RUBBER	15,090	$559K	0.6%	$37.04	$37.84	—	COM	216831107
—	COLUMBIA PROPERTY TRUST INC	25,388	$558K	0.6%	$21.98	$23.17	—	COM NEW	198287203
—	VCA INC	9,602	$554K	0.6%	$57.70	$57.70	—	COM	918194101
—	EVERBANK FINANCIAL CORP	36,538	$551K	0.6%	$15.08	$15.94	—	COM	29977G102
—	PLATFORM SPECIALTY PRODUCTS	63,993	$550K	0.6%	$8.59	$11.38	—	COM	72766Q105
ONB	OLD NATIONAL BANCORP	45,046	$549K	0.6%	$12.19	$14.05	-13.2%	COM	680033107
—	ROWAN COMPANIES PLC-A	34,062	$548K	0.6%	$16.09	$16.14	—	SHS CL A	G7665A101
—	LIFEPOINT HEALTH INC	7,858	$544K	0.6%	$69.23	$69.23	—	COM	53219L109
—	BANCORPSOUTH INC	25,297	$539K	0.5%	$21.31	$21.31	—	COM	059692103
SAM	BOSTON BEER COMPANY INC-A	2,870	$531K	0.5%	$185.02	$217.33	-14.8%	CL A	100557107
THC	TENET HEALTHCARE CORP	18,280	$529K	0.5%	$28.94	$26.01	+11.2%	COM NEW	88033G407
DAN	DANA HOLDING CORP	37,537	$529K	0.5%	$14.09 *	$13.81	-16.6%	COM	235825205
JBL	JABIL CIRCUIT INC	27,443	$529K	0.5%	$19.28 *	$18.75	-4.6%	COM	466313103
—	SEATTLE GENETICS INC	15,029	$527K	0.5%	$35.07	$43.57	—	COM	812578102
CLH	CLEAN HARBORS INC	10,651	$526K	0.5%	$49.39	$48.37	+2.0%	COM	184496107
—	PATTERSON COS INC	11,281	$525K	0.5%	$46.54	$43.50	—	COM	703395103
HWC	HANCOCK HOLDING CO	22,850	$525K	0.5%	$22.98	$27.09	-15.2%	COM	410120109
BCO	BRINK'S CO/THE	15,511	$521K	0.5%	$33.59 *	$25.66	+17.9%	COM	109696104
OLN	OLIN CORP	29,928	$520K	0.5%	$17.38 *	$14.90	-11.8%	COM AR $1	680665205
ALSN	ALLISON TRANSMISSION HOLDING	19,160	$517K	0.5%	$26.98 *	$23.12	-0.4%	COM	01973R101
FOSL	FOSSIL GROUP INC	11,591	$515K	0.5%	$44.43	$58.71	-24.3%	COM	34988V106
IRBTQ	IROBOT CORP	14,477	$511K	0.5%	$35.30 *	$30.43	+6.9%	COM	462726100
—	POLYCOM INC	45,765	$510K	0.5%	$11.14	$10.73	—	COM	73172K104
CFR	CULLEN/FROST BANKERS INC	9,214	$508K	0.5%	$55.13 *	$48.69	-14.7%	COM	229899109
—	VEREIT INC	56,572	$502K	0.5%	$8.87	$7.73	—	COM	92339V100
OMCL	OMNICELL INC	17,904	$499K	0.5%	$27.87	$27.47	+1.5%	COM	68213N109
—	MRC GLOBAL INC	37,967	$499K	0.5%	$13.14	$11.22	—	COM	55345K103
—	WEB.COM GROUP INC	24,998	$495K	0.5%	$19.80	$20.92	—	COM	94733A104
NSP	INSPERITY INC	9,554	$494K	0.5%	$51.71 *	$18.56	+10.8%	COM	45778Q107
SGI	TEMPUR SEALY INTERNATIONAL I	8,101	$492K	0.5%	$60.73 *	$18.79	-19.1%	COM	88023U101
—	CONCERT PHARMACEUTICALS INC	35,281	$482K	0.5%	$13.66	$17.24	—	COM	206022105
MDRX	ALLSCRIPTS HEALTHCARE SOLUTI	36,239	$479K	0.5%	$13.22	$13.76	-4.0%	COM	01988P108
BWXT	BWX TECHNOLOGIES INC	14,223	$477K	0.5%	$33.54 *	$22.66	+32.1%	COM	05605H100
—	RIGNET INC	34,372	$470K	0.5%	$13.67	$21.18	—	CL A	766582100
—	CABELA'S INC	9,456	$460K	0.5%	$48.65	$46.71	—	COM	126804301
NX	QUANEX BUILDING PRODUCTS	26,348	$457K	0.5%	$17.34 *	$16.97	-10.7%	COM	747619104
—	RACKSPACE HOSTING INC	21,073	$455K	0.5%	$21.59	$24.48	—	COM	750086100
—	GANNETT CO INC	29,732	$450K	0.5%	$15.14	$16.30	—	COM	364730101
DCH	AMERICAN AXLE & MFG HOLDINGS	28,458	$438K	0.4%	$15.39	$14.41	+6.8%	COM	024061103
TGNA	TEGNA INC	18,413	$432K	0.4%	$23.46 *	$16.94	-10.3%	COM	87901J105
—	MANITOWOC FOODSERVICE INC	28,626	$422K	0.4%	$14.74	$14.74	—	COM	563568104
—	SEQUENTIAL BRANDS GROUP INC	65,095	$416K	0.4%	$6.39	$6.39	—	COM	81734P107
—	AMERICAN EQUITY INVT LIFE HL	24,559	$413K	0.4%	$16.82	$16.82	—	COM	025676206
NTCT	NETSCOUT SYSTEMS INC	17,581	$404K	0.4%	$22.98	$33.77	-32.0%	COM	64115T104
—	LANNETT CO INC	19,586	$351K	0.4%	$17.92	$35.36	—	COM	516012101
STKL	SUNOPTA INC	74,258	$331K	0.3%	$4.46 *	$6.19	-11.8%	COM	8676EP108
UIS	UNISYS CORP	42,127	$324K	0.3%	$7.69	$12.66	-39.2%	COM NEW	909214306
—	AEGERION PHARMACEUTICALS INC	80,445	$298K	0.3%	$3.70	$9.17	—	COM	00767E102
—	OCWEN FINANCIAL CORP	82,893	$205K	0.2%	$2.47	$6.43	—	COM NEW	675746309
—	MANITOWOC COMPANY INC	28,626	$124K	0.1%	$4.33	$15.03	—	COM	563571108