Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	4,533,000	$762M	21.8%	$160.42	—	TR UNIT	78462F103
IVV	ISHARES	3,639,930	$615M	17.6%	$160.88	—	CORE S&P500 ETF	464287200
EEM	ISHARES	11,237,482	$458M	13.1%	$38.50	—	MSCI EMG MKT ETF	464287234
DIA	SPDR DOW JONES INDL AVRG ETF	825,113	$125M	3.6%	$148.55	—	UT SER 1	78467X109
EWZ	ISHARES	1,584,590	$75.92M	2.2%	$43.86	—	MSCI BRZ CAP ETF	464286400
FXI	ISHARES	1,749,573	$64.87M	1.9%	$32.52	—	CHINA LG-CAP ETF	464287184
MSFT	MICROSOFT CORP	1,471,415	$48.97M	1.4%	$26.75	+0.9%	COM	594918104
AAPL	APPLE INC	86,893	$41.43M	1.2%	$13.16	+8.5%	COM	037833100
XOM	EXXON MOBIL CORP	438,094	$37.69M	1.1%	$53.70	+0.9%	COM	30231G102
IBM	INTERNATIONAL BUSINESS MACHS	201,686	$37.35M	1.1%	$118.94	-6.2%	COM	459200101
MCD	MCDONALDS CORP	381,811	$36.73M	1.1%	$71.80	-1.7%	COM	580135101
PG	PROCTER & GAMBLE CO	470,849	$35.59M	1.0%	$55.02	+2.2%	COM	742718109
—	GOOGLE INC	40,556	$35.52M	1.0%	$880.15	—	CL A	38259P508
—	GENERAL ELECTRIC CO	1,480,530	$35.37M	1.0%	$23.19	—	COM	369604103
KO	COCA COLA CO	923,247	$34.97M	1.0%	$27.85	-3.9%	COM	191216100
XLV	SELECT SECTOR SPDR TR	687,000	$34.76M	1.0%	$47.61	—	SBI HEALTHCARE	81369Y209
JNJ	JOHNSON & JOHNSON	343,136	$29.75M	0.9%	$60.37	+5.3%	COM	478160104
CVX	CHEVRON CORP NEW	235,189	$28.57M	0.8%	$71.30	+2.5%	COM	166764100
NKE	NIKE INC	364,733	$26.5M	0.8%	$26.61	+5.0%	CL B	654106103
UNP	UNION PAC CORP	163,464	$25.39M	0.7%	$57.16	+5.2%	COM	907818108
PFE	PFIZER INC	754,001	$21.66M	0.6%	$16.44	-0.5%	COM	717081103
SBUX	STARBUCKS CORP	280,767	$21.61M	0.6%	$24.37	+16.0%	COM	855244109
MMM	3M CO	166,701	$19.91M	0.6%	$61.26	+7.7%	COM	88579Y101
—	ISHARES	1,408,497	$19.61M	0.6%	$13.30	—	MSCI TAIWAN ETF	464286731
WMT	WAL-MART STORES INC	262,084	$19.38M	0.6%	$19.98	-1.0%	COM	931142103
T	AT&T INC	545,771	$18.46M	0.5%	$11.40	-3.9%	COM	00206R102
PM	PHILIP MORRIS INTL INC	211,806	$18.34M	0.5%	$49.41	-4.1%	COM	718172109
MRK	MERCK & CO INC NEW	384,094	$18.29M	0.5%	$30.18	+2.6%	COM	58933Y105
ADP	AUTOMATIC DATA PROCESSING IN	244,534	$17.7M	0.5%	$45.09	+7.2%	COM	053015103
—	PRAXAIR INC	133,574	$16.06M	0.5%	$115.16	—	COM	74005P104
PEP	PEPSICO INC	192,905	$15.34M	0.4%	$56.00	+1.4%	COM	713448108
V	VISA INC	78,671	$15.03M	0.4%	$40.62	+4.2%	COM CL A	92826C839
VZ	VERIZON COMMUNICATIONS INC	290,802	$13.57M	0.4%	$27.02	-3.3%	COM	92343V104
HD	HOME DEPOT INC	168,107	$12.75M	0.4%	$56.05	+3.2%	COM	437076102
INTC	INTEL CORP	543,604	$12.46M	0.4%	$17.18	-1.6%	COM	458140100
CSCO	CISCO SYS INC	529,906	$12.42M	0.4%	$15.29	+10.8%	COM	17275R102
COP	CONOCOPHILLIPS	176,474	$12.27M	0.4%	$40.06	+11.1%	COM	20825C104
—	UNITED TECHNOLOGIES CORP	110,134	$11.88M	0.3%	$92.94	—	COM	913017109
DIS	DISNEY WALT CO	176,005	$11.35M	0.3%	$56.11	+1.5%	COM DISNEY	254687106
ORCL	ORACLE CORP	341,045	$11.31M	0.3%	$27.58	-1.9%	COM	68389X105
CMCSA	COMCAST CORP NEW	250,157	$11.29M	0.3%	$15.64	+5.8%	CL A	20030N101
SLB	SCHLUMBERGER LTD	126,556	$11.18M	0.3%	$53.07	+11.1%	COM	806857108
AMZN	AMAZON COM INC	35,396	$11.07M	0.3%	$13.40	+11.3%	COM	023135106
QCOM	QUALCOMM INC	164,072	$11.04M	0.3%	$45.09	+3.2%	COM	747525103
BA	BOEING CO	83,486	$9.81M	0.3%	$80.37	+13.9%	COM	097023105
CAT	CATERPILLAR INC DEL	112,451	$9.378M	0.3%	$61.58	+0.1%	COM	149123101
GILD	GILEAD SCIENCES INC	146,397	$9.204M	0.3%	$36.41	+14.1%	COM	375558103
BMY	BRISTOL MYERS SQUIBB CO	195,064	$9.028M	0.3%	$28.68	+1.9%	COM	110122108
UNH	UNITEDHEALTH GROUPINC	114,342	$8.188M	0.2%	$50.75	+15.5%	COM	91324P102
AMGN	AMGEN INC	72,055	$8.065M	0.2%	$73.48	+4.8%	COM	031162100
HON	HONEYWELL INTL INC	92,767	$7.703M	0.2%	$53.24	+7.9%	COM	438516106
MO	ALTRIA GROUP INC	223,512	$7.678M	0.2%	$16.27	-0.6%	COM	02209S103
OXY	OCCIDENTAL PETE CORP DEL	77,067	$7.209M	0.2%	$57.88	+2.4%	COM	674599105
EMR	EMERSON ELEC CO	106,342	$6.88M	0.2%	$40.09	+9.3%	COM	291011104
ABBV	ABBVIE INC	151,639	$6.783M	0.2%	$26.57	+2.2%	COM	00287Y109
MA	MASTERCARD INC	9,922	$6.675M	0.2%	$51.71	+12.8%	CL A	57636Q104
CVS	CVS CAREMARK CORPORATION	117,487	$6.667M	0.2%	$41.48	+3.1%	COM	126650100
LMT	LOCKHEED MARTIN CORP	50,584	$6.452M	0.2%	$71.98	+19.5%	COM	539830109
—	TWENTY FIRST CENTYFOX INC	189,970	$6.366M	0.2%	$33.51	—	CL A	90130A101
F	FORD MTR CO DEL	376,810	$6.357M	0.2%	$7.65	+17.8%	COM PAR $0.01	345370860
UPS	UNITED PARCEL SERVICE INC	69,101	$6.314M	0.2%	$55.47	+3.0%	CL B	911312106
LLY	LILLY ELI & CO	123,527	$6.217M	0.2%	$42.18	-2.8%	COM	532457108
EBAY	EBAY INC	111,434	$6.217M	0.2%	$20.18	-1.1%	COM	278642103
—	DU PONT E I DE NEMOURS & CO	105,421	$6.173M	0.2%	$52.50	—	COM	263534109
CL	COLGATE PALMOLIVECO	100,491	$5.959M	0.2%	$44.38	+0.4%	COM	194162103
—	MONSANTO CO NEW	55,590	$5.802M	0.2%	$99.02	—	COM	61166W101
—	TIME WARNER INC	87,994	$5.791M	0.2%	$57.98	—	COM NEW	887317303
MDLZ	MONDELEZ INTL INC	170,312	$5.351M	0.2%	$23.17	+2.3%	CL A	609207105
—	E M C CORP MASS	199,023	$5.087M	0.1%	$23.67	—	COM	268648102
—	MEDTRONIC INC	95,403	$5.08M	0.1%	$51.51	—	COM	585055106
ABT	ABBOTT LABS	148,645	$4.934M	0.1%	$28.81	-3.8%	COM	002824100
COST	COSTCO WHSL CORP NEW	41,767	$4.81M	0.1%	$86.72	+5.7%	COM	22160K105
LOW	LOWES COS INC	100,599	$4.79M	0.1%	$32.22	+13.0%	COM	548661107
TXN	TEXAS INSTRS INC	117,322	$4.727M	0.1%	$25.61	+8.2%	COM	882508104
ACN	ACCENTURE PLC IRELAND	61,677	$4.542M	0.1%	$63.71	-6.6%	SHS CLASS A	G1151C101
—	WALGREEN CO	83,155	$4.474M	0.1%	$44.59	—	COM	931422109
—	ANADARKO PETE CORP	48,082	$4.471M	0.1%	$86.18	—	COM	032511107
—	DOW CHEM CO	115,751	$4.445M	0.1%	$32.37	—	COM	260543103
GD	GENERAL DYNAMICS CORP	47,490	$4.156M	0.1%	$56.63	+14.6%	COM	369550108
—	LORILLARD INC	88,233	$3.951M	0.1%	$43.69	—	COM	544147101
HAL	HALLIBURTON CO	80,876	$3.894M	0.1%	$33.21	+12.4%	COM	406216101
TGT	TARGET CORP	60,364	$3.862M	0.1%	$47.94	-1.6%	COM	87612E106
—	HEWLETT PACKARD CO	183,813	$3.858M	0.1%	$24.80	—	COM	428236103
KMB	KIMBERLY CLARK CORP	37,286	$3.513M	0.1%	$63.01	-3.1%	COM	494368103
PPG	PPG INDS INC	20,968	$3.503M	0.1%	$59.71	+8.2%	COM	693506107
SO	SOUTHERN CO	83,584	$3.442M	0.1%	$26.69	-5.1%	COM	842587107
BAX	BAXTER INTL INC	51,915	$3.41M	0.1%	$30.44	+2.0%	COM	071813109
GS	GOLDMAN SACHS GROUP INC	20,922	$3.31M	0.1%	$126.22	+0.7%	COM	38141G104
—	APACHE CORP	38,625	$3.289M	0.1%	$83.92	—	COM	037411105
FCX	FREEPORT-MCMORAN COPPER & GO	99,268	$3.284M	0.1%	$24.49	+4.8%	COM	35671D857
FDX	FEDEX CORP	28,421	$3.243M	0.1%	$82.33	+10.8%	COM	31428X106
GM	GENERAL MTRS CO	90,022	$3.238M	0.1%	$24.27	+10.2%	COM	37045V100
—	NATIONAL OILWELL VARCO INC	40,890	$3.194M	0.1%	$69.21	—	COM	637071101
AEP	AMERICAN ELEC PWRINC	67,157	$2.911M	0.1%	$30.40	-6.2%	COM	025537101
EXC	EXELON CORP	97,926	$2.903M	0.1%	$15.37	-8.7%	COM	30161N101
NOC	NORTHROP GRUMMAN CORP	28,546	$2.719M	0.1%	$62.85	+19.1%	COM	666807102
JPM	JPMORGAN CHASE & CO	51,545	$2.664M	0.1%	$36.57	+5.3%	COM	46625H100
ITW	ILLINOIS TOOL WKSINC	32,876	$2.507M	0.1%	$49.85	+9.9%	COM	452308109
ETN	EATON CORP PLC	35,800	$2.464M	0.1%	$46.73	+6.9%	SHS	G29183103
—	CELGENE CORP	15,447	$2.381M	0.1%	$119.38	—	COM	151020104
—	RAYTHEON CO	30,844	$2.377M	0.1%	$66.40	—	COM NEW	755111507
WMB	WILLIAMS COS INC DEL	65,345	$2.376M	0.1%	$18.02	-1.6%	COM	969457100
CLX	CLOROX CO DEL	28,799	$2.353M	0.1%	$60.00	-1.1%	COM	189054109
NEE	NEXTERA ENERGY INC	29,150	$2.337M	0.1%	$14.18	+4.7%	COM	65339F101
NSC	NORFOLK SOUTHERN CORP	29,837	$2.308M	0.1%	$57.66	-1.2%	COM	655844108
—	51JOB INC	31,400	$2.255M	0.1%	$67.85	—	SP ADR REP COM	316827104
D	DOMINION RES INC VANEW	35,047	$2.19M	0.1%	$34.57	+2.2%	COM	25746U109
BIIB	BIOGEN IDEC INC	8,927	$2.149M	0.1%	$214.48	+4.3%	COM	09062X103
—	SEAGATE TECHNOLOGYPLC	48,360	$2.116M	0.1%	$44.82	—	SHS	G7945M107
DVN	DEVON ENERGY CORPNEW	36,502	$2.108M	0.1%	$37.05	+2.8%	COM	25179M103
ADI	ANALOG DEVICES INC	44,369	$2.088M	0.1%	$34.34	+6.9%	COM	032654105
ECL	ECOLAB INC	20,887	$2.063M	0.1%	$73.84	+10.0%	COM	278865100
—	PRICELINE COM INC	1,934	$1.955M	0.1%	$840.54	—	COM NEW	741503403
—	LINEAR TECHNOLOGYCORP	49,159	$1.95M	0.1%	$36.88	—	COM	535678106
SRE	SEMPRA ENERGY	22,632	$1.937M	0.1%	$27.64	+4.9%	COM	816851109
AXP	AMERICAN EXPRESS CO	25,591	$1.933M	0.1%	$59.62	+6.1%	COM	025816109
—	EXPRESS SCRIPTS HLDG CO	30,580	$1.89M	0.1%	$61.76	—	COM	30219G108
BRK/B	BERKSHIRE HATHAWAYINC DEL	16,470	$1.87M	0.1%	$111.66	+3.3%	CL B NEW	084670702
YUM	YUM BRANDS INC	25,960	$1.853M	0.1%	$38.97	+5.2%	COM	988498101
WSO	WATSCO INC	19,500	$1.838M	0.1%	$84.42	+8.4%	COM	942622200
WFC	WELLS FARGO & CO NEW	44,214	$1.827M	0.1%	$28.22	+7.0%	COM	949746101
GPC	GENUINE PARTS CO	22,316	$1.805M	0.1%	$54.18	+5.3%	COM	372460105
GIS	GENERAL MLS INC	37,505	$1.797M	0.1%	$32.02	+2.7%	COM	370334104
—	CENTURYLINK INC	56,660	$1.778M	0.1%	$35.36	—	COM	156700106
DUK	DUKE ENERGY CORP NEW	26,512	$1.77M	0.1%	$41.75	-2.2%	COM NEW	26441C204
TRV	TRAVELERS COMPANIES INC	20,518	$1.739M	0.0%	$63.44	-1.0%	COM	89417E109
WM	WASTE MGMT INC DEL	42,074	$1.735M	0.0%	$30.79	+4.0%	COM	94106L109
EOG	EOG RES INC	10,232	$1.732M	0.0%	$47.30	+19.2%	COM	26875P101
DTE	DTE ENERGY CO	25,671	$1.694M	0.0%	$38.28	-0.6%	COM	233331107
MCY	MERCURY GENL CORPNEW	34,400	$1.662M	0.0%	$42.98	+5.1%	COM	589400100
CINF	CINCINNATI FINL CORP	34,848	$1.643M	0.0%	$32.93	+1.0%	COM	172062101
BDX	BECTON DICKINSON &CO	16,394	$1.64M	0.0%	$78.20	+3.1%	COM	075887109
IFF	INTERNATIONAL FLAVORS&FRAGRA	19,870	$1.635M	0.0%	$58.21	+4.3%	COM	459506101
DHR	DANAHER CORP DEL	22,467	$1.557M	0.0%	$25.25	+8.5%	COM	235851102
ETR	ENTERGY CORP NEW	24,197	$1.529M	0.0%	$20.56	-2.2%	COM	29364G103
HSY	HERSHEY CO	16,517	$1.528M	0.0%	$65.79	+5.9%	COM	427866108
TJX	TJX COS INC NEW	26,863	$1.515M	0.0%	$20.94	+7.6%	COM	872540109
—	VIACOM INC NEW	16,300	$1.362M	0.0%	$68.83	—	CL B	92553P201
BAC	BANK OF AMERICA CORPORATION	98,305	$1.357M	0.0%	$10.15	+10.6%	COM	060505104
C	CITIGROUP INC	27,827	$1.35M	0.0%	$36.35	+3.5%	COM NEW	172967424
PNW	PINNACLE WEST CAPCORP	24,531	$1.343M	0.0%	$35.39	-2.4%	COM	723484101
—	NYSE EURONEXT	31,722	$1.332M	0.0%	$41.41	—	COM	629491101
—	MEADWESTVACO CORP	34,668	$1.331M	0.0%	$34.17	—	COM	583334107
PSX	PHILLIPS 66	22,949	$1.327M	0.0%	$40.25	-6.8%	COM	718546104
SYY	SYSCO CORP	41,097	$1.308M	0.0%	$24.39	-1.7%	COM	871829107
—	INTEGRYS ENERGY GROUP INC	23,289	$1.302M	0.0%	$58.52	—	COM	45822P105
BOH	BANK HAWAII CORP	23,900	$1.301M	0.0%	$31.53	+10.8%	COM	062540109
AJG	GALLAGHER ARTHUR J& CO	29,600	$1.292M	0.0%	$33.49	+2.3%	COM	363576109
—	HUBBELL INC	12,000	$1.257M	0.0%	$99.00	—	CL B	443510201
MAT	MATTEL INC	29,941	$1.254M	0.0%	$44.70	-4.3%	COM	577081102
TMO	THERMO FISHER SCIENTIFIC INC	13,541	$1.248M	0.0%	$80.34	+8.0%	COM	883556102
ALL	ALLSTATE CORP	24,641	$1.246M	0.0%	$37.45	+3.0%	COM	020002101
GRMN	GARMIN LTD	27,522	$1.244M	0.0%	$23.63	+15.3%	SHS	H2906T109
—	PRECISION CASTPARTS CORP	5,466	$1.242M	0.0%	$226.02	—	COM	740189105
LYB	LYONDELLBASELL INDUSTRIES N	16,828	$1.232M	0.0%	$34.13	+8.3%	SHS - A -	N53745100
—	TIFFANY & CO NEW	16,033	$1.228M	0.0%	$72.82	—	COM	886547108
FE	FIRSTENERGY CORP	33,508	$1.221M	0.0%	$24.49	-9.2%	COM	337932107
—	TIME WARNER CABLEINC	10,733	$1.198M	0.0%	$112.38	—	COM	88732J207
—	YAHOO INC	35,639	$1.182M	0.0%	$25.72	—	COM	984332106
DRI	DARDEN RESTAURANTSINC	25,393	$1.175M	0.0%	$31.30	-4.9%	COM	237194105
—	KRAFT FOODS GROUPINC	22,369	$1.174M	0.0%	$55.59	—	COM	50076Q106
DE	DEERE & CO	14,379	$1.17M	0.0%	$67.91	-2.9%	COM	244199105
—	CBS CORP NEW	21,126	$1.165M	0.0%	$49.28	—	CL B	124857202
OKE	ONEOK INC NEW	21,745	$1.159M	0.0%	$19.77	+6.1%	COM	682680103
PEG	PUBLIC SVC ENTERPRISE GROUP	34,999	$1.153M	0.0%	$21.71	-2.0%	COM	744573106
—	DIRECTV	19,176	$1.146M	0.0%	$61.62	—	COM	25490A309
—	NEW YORK CMNTY BANCORP INC	75,600	$1.142M	0.0%	$13.99	—	COM	649445103
GWW	GRAINGER W W INC	4,323	$1.131M	0.0%	$202.53	+5.1%	COM	384802104
MKC	MCCORMICK & CO INC	17,457	$1.129M	0.0%	$28.18	-2.0%	COM NON VTG	579780206
MCK	MCKESSON CORP	8,587	$1.102M	0.0%	$102.39	+9.6%	COM	58155Q103
SON	SONOCO PRODS CO	27,600	$1.075M	0.0%	$22.97	+9.9%	COM	835495102
SHW	SHERWIN WILLIAMS CO	5,878	$1.071M	0.0%	$53.41	-2.2%	COM	824348106
—	MCGRAW HILL FINL INC	16,318	$1.07M	0.0%	$57.45	—	COM	580645109
CRM	SALESFORCE COM INC	20,595	$1.069M	0.0%	$41.13	+9.0%	COM	79466L302
—	JOHNSON CTLS INC	25,697	$1.066M	0.0%	$36.22	—	COM	478366107
—	COVIDIEN PLC	17,277	$1.053M	0.0%	$62.73	—	SHS	G2554F113
PCG	PG&E CORP	25,025	$1.024M	0.0%	$38.78	-4.6%	COM	69331C108
—	ALLERGAN INC	11,148	$1.008M	0.0%	$84.75	—	COM	018490102
CSX	CSX CORP	38,266	$985K	0.0%	$6.68	+2.8%	COM	126408103
—	PIONEER NAT RES CO	5,204	$983K	0.0%	$148.83	—	COM	723787107
EIX	EDISON INTL	21,237	$978K	0.0%	$30.66	-3.4%	COM	281020107
—	SCANA CORP NEW	20,958	$965K	0.0%	$49.03	—	COM	80589M102
LEG	LEGGETT & PLATT INC	31,333	$945K	0.0%	$32.53	-5.6%	COM	524660107
—	WELLPOINT INC	11,229	$939K	0.0%	$81.94	—	COM	94973V107
—	MARATHON OIL CORP	26,654	$930K	0.0%	$34.61	—	COM	565849106
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	11,319	$930K	0.0%	$29.73	+10.7%	CL A	192446102
REGN	REGENERON PHARMACEUTICALS	2,930	$917K	0.0%	$234.49	+11.6%	COM	75886F107
UBSI	UNITED BANKSHARESINC WEST V	31,600	$916K	0.0%	$25.77	+10.3%	COM	909907107
—	DONNELLEY R R & SONS CO	58,000	$915K	0.0%	$14.40	—	COM	257867101
ADM	ARCHER DANIELS MIDLAND CO	24,758	$912K	0.0%	$23.54	+8.9%	COM	039483102
ADBE	ADOBE SYS INC	17,543	$911K	0.0%	$44.30	+7.7%	COM	00724F101
—	NOBLE ENERGY INC	13,489	$904K	0.0%	$60.60	—	COM	655044105
PBI	PITNEY BOWES INC	49,580	$902K	0.0%	$14.79	+10.9%	COM	724479100
KMI	KINDER MORGAN INCDEL	25,288	$899K	0.0%	$20.60	-2.0%	COM	49456B101
PPL	PPL CORP	29,526	$897K	0.0%	$16.37	+0.5%	COM	69351T106
—	AETNA INC NEW	13,976	$895K	0.0%	$63.54	—	COM	00817Y108
CMI	CUMMINS INC	6,540	$869K	0.0%	$82.02	+8.6%	COM	231021106
—	TUPPERWARE BRANDSCORP	10,000	$864K	0.0%	$77.70	—	COM	899896104
—	AGL RES INC	18,755	$863K	0.0%	$42.90	—	COM	001204106
—	SIGMA ALDRICH CORP	10,117	$863K	0.0%	$80.54	—	COM	826552101
—	SPECTRA ENERGY CORP	25,138	$860K	0.0%	$34.45	—	COM	847560109
—	ALEXION PHARMACEUTICALS INC	7,344	$853K	0.0%	$94.08	—	COM	015351109
APD	AIR PRODS & CHEMSINC	7,875	$839K	0.0%	$62.26	+12.6%	COM	009158106
—	HESS CORP	10,834	$838K	0.0%	$67.00	—	COM	42809H107
DLX	DELUXE CORP	19,800	$825K	0.0%	$23.94	+6.6%	COM	248019101
—	WHOLE FOODS MKT INC	13,991	$818K	0.0%	$52.50	—	COM	966837106
—	BAKER HUGHES INC	16,640	$817K	0.0%	$46.37	—	COM	057224107
—	CIGNA CORPORATION	10,623	$816K	0.0%	$72.77	—	COM	125509109
UVV	UNIVERSAL CORP VA	16,000	$815K	0.0%	$58.13	-4.8%	COM	913456109
—	UNS ENERGY CORP	17,400	$811K	0.0%	$44.71	—	COM	903119105
BKH	BLACK HILLS CORP	16,200	$808K	0.0%	$30.15	+8.4%	COM	092113109
—	TE CONNECTIVITY LTD	15,532	$804K	0.0%	$45.98	—	REG SHS	H84989104
—	CROWN CASTLE INTLCORP	11,011	$804K	0.0%	$72.44	—	COM	228227104
GLW	CORNING INC	54,851	$800K	0.0%	$10.50	+2.3%	COM	219350105
AMAT	APPLIED MATLS INC	45,176	$792K	0.0%	$12.32	+9.8%	COM	038222105
KR	KROGER CO	19,464	$785K	0.0%	$13.57	+12.2%	COM	501044101
DAL	DELTA AIR LINES INC DEL	32,224	$760K	0.0%	$18.04	0.0%	COM NEW	247361702
—	DELL INC	55,123	$758K	0.0%	$13.35	—	COM	24702R101
MPC	MARATHON PETE CORP	11,759	$756K	0.0%	$27.41	-11.0%	COM	56585A102
IP	INTL PAPER CO	16,750	$750K	0.0%	$25.99	+3.4%	COM	460146103
SYK	STRYKER CORP	11,077	$749K	0.0%	$57.18	+4.0%	COM	863667101
PCAR	PACCAR INC	13,295	$740K	0.0%	$21.81	+7.5%	COM	693718108
INTU	INTUIT	11,152	$739K	0.0%	$54.89	+5.9%	COM	461202103
—	DISCOVERY COMMUNICATNS NEW	8,671	$732K	0.0%	$77.45	—	COM SER A	25470F104
—	ACTAVIS INC	5,002	$720K	0.0%	$128.19	—	COM	00507K103
VLO	VALERO ENERGY CORPNEW	20,362	$695K	0.0%	$23.90	-6.2%	COM	91913Y100
NFLX	NETFLIX INC	2,213	$684K	0.0%	$3.08	+25.3%	COM	64110L106
MU	MICRON TECHNOLOGYINC	39,004	$681K	0.0%	$11.10	+27.5%	COM	595112103
EL	LAUDER ESTEE COS INC	9,604	$671K	0.0%	$58.18	-0.4%	CL A	518439104
CAH	CARDINAL HEALTH INC	12,749	$665K	0.0%	$32.89	+11.0%	COM	14149Y108
VRTX	VERTEX PHARMACEUTICALS INC	8,744	$663K	0.0%	$79.58	0.0%	COM	92532F100
—	NORTHEAST UTILS	16,021	$661K	0.0%	$41.95	—	COM	664397106
—	INGERSOLL-RAND PLC	10,166	$660K	0.0%	$56.06	—	SHS	G47791101
AIG	AMERICAN INTL GROUP INC	13,509	$657K	0.0%	$33.62	+7.2%	COM NEW	026874784
VFC	V F CORP	3,303	$657K	0.0%	$42.75	+8.0%	COM	918204108
—	CLIFFS NAT RES INC	31,751	$651K	0.0%	$20.50	—	COM	18683K101
—	SYMANTEC CORP	26,238	$649K	0.0%	$22.65	—	COM	871503108
A	AGILENT TECHNOLOGIES INC	12,424	$637K	0.0%	$28.06	+8.4%	COM	00846U101
LNT	ALLIANT ENERGY CORP	12,800	$634K	0.0%	$16.89	+1.5%	COM	018802108
—	BED BATH & BEYONDINC	8,178	$633K	0.0%	$71.42	—	COM	075896100
DG	DOLLAR GEN CORP NEW	11,183	$631K	0.0%	$45.27	+5.6%	COM	256677105
—	DELPHI AUTOMOTIVEPLC	10,602	$619K	0.0%	$51.03	—	SHS	G27823106
USB	US BANCORP DEL	16,830	$616K	0.0%	$23.02	+5.8%	COM NEW	902973304
OMC	OMNICOM GROUP INC	9,659	$613K	0.0%	$40.83	+4.2%	COM	681919106
M	MACYS INC	14,131	$611K	0.0%	$46.45	+0.6%	COM	55616P104
PH	PARKER HANNIFIN CORP	5,603	$609K	0.0%	$76.57	+9.4%	COM	701094104
ED	CONSOLIDATED EDISON INC	11,000	$607K	0.0%	$37.41	-2.8%	COM	209115104
—	TYCO INTERNATIONALLTD	17,363	$607K	0.0%	$33.13	—	SHS	H89128104
BSX	BOSTON SCIENTIFICCORP	50,436	$592K	0.0%	$8.65	+25.0%	COM	101137107
ROST	ROSS STORES INC	8,138	$592K	0.0%	$28.38	+6.4%	COM	778296103
CTRA	CABOT OIL & GAS CORP	15,801	$590K	0.0%	$26.06	+4.0%	COM	127097103
NUE	NUCOR CORP	11,950	$586K	0.0%	$32.58	+6.0%	COM	670346105
ZTS	ZOETIS INC	18,779	$584K	0.0%	$29.20	-4.8%	CL A	98978V103
—	CERNER CORP	11,082	$582K	0.0%	$72.40	—	COM	156782104
—	REYNOLDS AMERICANINC	11,891	$580K	0.0%	$48.37	—	COM	761713106
—	ST JUDE MED INC	10,787	$579K	0.0%	$46.37	—	COM	790849103
—	COACH INC	10,589	$577K	0.0%	$56.92	—	COM	189754104
DOV	DOVER CORP	6,410	$576K	0.0%	$40.46	+14.2%	COM	260003108
—	SOUFUN HLDGS LTD	10,993	$568K	0.0%	$51.67	—	ADR	836034108
—	KELLOGG CO	9,665	$568K	0.0%	$38.93	-0.3%	COM	487836108
AZO	AUTOZONE INC	1,334	$564K	0.0%	$409.00	+4.6%	COM	053332102
—	MEAD JOHNSON NUTRITION CO	7,601	$564K	0.0%	$78.89	—	COM	582839106
ISRG	INTUITIVE SURGICALINC	1,491	$561K	0.0%	$54.35	-18.8%	COM NEW	46120E602
—	L BRANDS INC	9,146	$559K	0.0%	$50.35	—	COM	501797104
ROK	ROCKWELL AUTOMATION INC	5,208	$557K	0.0%	$67.86	+12.7%	COM	773903109
MOS	MOSAIC CO NEW	12,795	$550K	0.0%	$43.77	-17.0%	COM	61945C103
HUM	HUMANA INC	5,877	$549K	0.0%	$71.99	+15.2%	COM	444859102
—	MYLAN INC	14,340	$547K	0.0%	$31.63	—	COM	628530107
NTAP	NETAPP INC	12,774	$544K	0.0%	$26.83	+14.8%	COM	64110D104
SWK	STANLEY BLACK & DECKER INC	6,011	$544K	0.0%	$57.36	+9.3%	COM	854502101
—	CAMERON INTERNATIONAL CORP	9,244	$540K	0.0%	$60.92	—	COM	13342B105
—	BROADCOM CORP	20,659	$538K	0.0%	$32.88	—	CL A	111320107
HOG	HARLEY DAVIDSON INC	8,379	$538K	0.0%	$54.41	+8.7%	COM	412822108
CCL	CARNIVAL CORP	16,442	$537K	0.0%	$27.80	+7.5%	PAIRED CTF	143658300
—	SANDISK CORP	9,029	$537K	0.0%	$61.00	—	COM	80004C101
COR	AMERISOURCEBERGEN CORP	8,676	$530K	0.0%	$39.17	+7.5%	COM	03073E105
MSI	MOTOROLA SOLUTIONSINC	8,887	$528K	0.0%	$47.42	-1.4%	COM NEW	620076307
NEM	NEWMONT MINING CORP	18,692	$525K	0.0%	$25.12	-10.0%	COM	651639106
ZBH	ZIMMER HLDGS INC	6,369	$523K	0.0%	$67.62	+5.1%	COM	98956P102
ORLY	O REILLY AUTOMOTIVE INC NEW	4,077	$520K	0.0%	$7.25	+12.7%	COM	67103H107
FAST	FASTENAL CO	10,259	$516K	0.0%	$8.82	-2.6%	COM	311900104
XEL	XCEL ENERGY INC	18,688	$516K	0.0%	$19.72	-3.1%	COM	98389B100
FIS	FIDELITY NATL INFORMATION SV	10,971	$509K	0.0%	$34.53	+6.1%	COM	31620M106
AVY	AVERY DENNISON CORP	11,684	$508K	0.0%	$33.18	+4.5%	COM	053611109
WDC	WESTERN DIGITAL CORP	7,922	$502K	0.0%	$36.02	+12.1%	COM	958102105
EQT	EQT CORP	5,656	$502K	0.0%	$38.06	+11.7%	COM	26884L109
PAYX	PAYCHEX INC	12,219	$497K	0.0%	$25.18	+7.3%	COM	704326107
—	CITRIX SYS INC	7,037	$497K	0.0%	$61.13	—	COM	177376100
CMG	CHIPOTLE MEXICAN GRILL INC	1,160	$497K	0.0%	$7.24	+11.6%	COM	169656105
ROP	ROPER INDS INC NEW	3,726	$495K	0.0%	$114.00	+4.6%	COM	776696106
FISV	FISERV INC	4,887	$494K	0.0%	$22.06	+9.6%	COM	337738108
—	FMC TECHNOLOGIES INC	8,898	$493K	0.0%	$55.62	—	COM	30249U101
—	CHESAPEAKE ENERGYCORP	19,029	$492K	0.0%	$20.67	—	COM	165167107
—	STARWOOD HOTELS&RESORTS WRLD	7,322	$487K	0.0%	$63.48	—	COM	85590A401
—	PENTAIR LTD	7,479	$486K	0.0%	$58.05	—	SHS	H6169Q108
—	LIFE TECHNOLOGIESCORP	6,485	$485K	0.0%	$74.13	—	COM	53217V109
CAG	CONAGRA FOODS INC	15,852	$481K	0.0%	$17.69	+0.4%	COM	205887102
MET	METLIFE INC	10,247	$481K	0.0%	$25.88	+11.3%	COM	59156R108
—	SOUTHWESTERN ENERGY CO	13,202	$480K	0.0%	$36.54	—	COM	845467109
WYNN	WYNN RESORTS LTD	3,038	$480K	0.0%	$107.52	+5.3%	COM	983134107
DLTR	DOLLAR TREE INC	8,375	$479K	0.0%	$49.13	+9.9%	COM	256746108
—	MEREDITH CORP	10,000	$476K	0.0%	$47.70	—	COM	589433101
—	ENSCO PLC	8,773	$472K	0.0%	$57.78	—	SHS CLASS A	G3157S106
—	XILINX INC	10,002	$469K	0.0%	$40.24	—	COM	983919101
RRC	RANGE RES CORP	6,137	$466K	0.0%	$76.47	+2.1%	COM	75281A109
APH	AMPHENOL CORP NEW	5,977	$463K	0.0%	$8.51	+2.0%	CL A	032095101
AVA	AVISTA CORP	17,500	$462K	0.0%	$16.44	+0.8%	COM	05379B107
—	KANSAS CITY SOUTHERN	4,140	$453K	0.0%	$106.15	—	COM NEW	485170302
CF	CF INDS HLDGS INC	2,151	$453K	0.0%	$26.77	+2.7%	COM	125269100
EMN	EASTMAN CHEM CO	5,793	$451K	0.0%	$48.20	+10.1%	COM	277432100
—	XEROX CORP	43,514	$448K	0.0%	$9.10	—	COM	984121103
—	ALTERA CORP	11,999	$446K	0.0%	$33.32	—	COM	021441100
WHR	WHIRLPOOL CORP	2,978	$436K	0.0%	$122.14	+8.3%	COM	963320106
BWA	BORGWARNER INC	4,300	$436K	0.0%	$29.84	+18.1%	COM	099724106
—	PERRIGO CO	3,534	$436K	0.0%	$121.46	—	COM	714290103
FLR	FLUOR CORP NEW	6,123	$434K	0.0%	$53.85	+6.4%	COM	343412102
AME	AMETEK INC NEW	9,173	$422K	0.0%	$41.48	0.0%	COM	031100100
SPG	SIMON PPTY GROUP INC NEW	2,840	$421K	0.0%	$86.33	-6.2%	COM	828806109
GAP	GAP INC DEL	10,360	$417K	0.0%	$26.07	+9.6%	COM	364760108
—	CLECO CORP NEW	9,300	$417K	0.0%	$46.45	—	COM	12561W105
BF/B	BROWN FORMAN CORP	6,103	$416K	0.0%	$22.70	+0.5%	CL B	115637209
SJM	SMUCKER J M CO	3,948	$415K	0.0%	$71.13	+6.5%	COM NEW	832696405
KMX	CARMAX INC	8,396	$407K	0.0%	$45.66	+7.1%	COM	143130102
MUR	MURPHY OIL CORP	6,598	$398K	0.0%	$34.65	+8.9%	COM	626717102
KSS	KOHLS CORP	7,668	$397K	0.0%	$49.73	+5.0%	COM	500255104
—	BEAM INC	6,082	$393K	0.0%	$63.28	—	COM	073730103
CHD	CHURCH & DWIGHT INC	6,500	$390K	0.0%	$26.18	-1.0%	COM	171340102
WU	WESTERN UN CO	20,729	$387K	0.0%	$17.21	—	COM	959802109
LUV	SOUTHWEST AIRLS CO	26,524	$386K	0.0%	$11.86	+0.2%	COM	844741108
CNP	CENTERPOINT ENERGYINC	16,098	$386K	0.0%	$15.28	+1.1%	COM	15189T107
—	FOREST LABS INC	8,873	$380K	0.0%	$41.13	—	COM	345838106
BBY	BEST BUY INC	10,132	$380K	0.0%	$17.04	+26.5%	COM	086516101
KLAC	KLA-TENCOR CORP	6,225	$379K	0.0%	$34.16	+7.5%	COM	482480100
—	JUNIPER NETWORKS INC	19,036	$378K	0.0%	$19.38	—	COM	48203R104
DVA	DAVITA HEALTHCAREPARTNERS I	6,627	$377K	0.0%	$59.57	-3.8%	COM	23918K108
RL	RALPH LAUREN CORP	2,276	$375K	0.0%	$138.70	-0.9%	CL A	751212101
—	COCA COLA ENTERPRISES INC NE	9,338	$375K	0.0%	$35.42	—	COM	19122T109
—	STERICYCLE INC	3,226	$372K	0.0%	$110.80	—	COM	858912108
COF	CAPITAL ONE FINL CORP	5,356	$368K	0.0%	$49.20	+9.6%	COM	14040H105
FMC	F M C CORP	5,122	$367K	0.0%	$41.02	+8.3%	COM NEW	302491303
—	CA INC	12,321	$366K	0.0%	$28.67	—	COM	12673P105
PVH	PVH CORP	3,063	$364K	0.0%	$113.80	+10.8%	COM	693656100
—	STAPLES INC	24,807	$363K	0.0%	$15.78	—	COM	855030102
NI	NISOURCE INC	11,740	$363K	0.0%	$7.83	+2.9%	COM	65473P105
—	NOBLE CORPORATIONBAAR	9,516	$359K	0.0%	$37.63	—	NAMEN -AKT	H5833N103
MAR	MARRIOTT INTL INCNEW	8,540	$359K	0.0%	$36.65	-0.2%	CL A	571903202
CHRW	C H ROBINSON WORLDWIDE INC	5,987	$357K	0.0%	$42.80	+2.3%	COM NEW	12541W209
STZ	CONSTELLATION BRANDS INC	6,228	$357K	0.0%	$43.64	+6.8%	CL A	21036P108
PNC	PNC FINL SVCS GROUP INC	4,863	$352K	0.0%	$48.61	+5.6%	COM	693475105
DGX	QUEST DIAGNOSTICSINC	5,704	$352K	0.0%	$46.23	+0.9%	COM	74834L100
AKAM	AKAMAI TECHNOLOGIES INC	6,691	$346K	0.0%	$42.26	+11.6%	COM	00971T101
ADSK	AUTODESK INC	8,375	$345K	0.0%	$37.24	-0.8%	COM	052769106
—	WISCONSIN ENERGY CORP	8,551	$345K	0.0%	$40.98	—	COM	976657106
—	ROCKWELL COLLINS INC	5,071	$344K	0.0%	$63.76	—	COM	774341101
—	DR PEPPER SNAPPLEGROUP INC	7,645	$343K	0.0%	$45.90	—	COM	26138E109
MS	MORGAN STANLEY	12,724	$343K	0.0%	$18.08	+8.6%	COM NEW	617446448
—	BARD C R INC	2,973	$342K	0.0%	$109.56	—	COM	067383109
EXPD	EXPEDITORS INTL WASH INC	7,752	$342K	0.0%	$31.96	+10.4%	COM	302130109
RSG	REPUBLIC SVCS INC	10,198	$340K	0.0%	$26.37	+1.4%	COM	760759100
WAT	WATERS CORP	3,201	$340K	0.0%	$96.25	+6.5%	COM	941848103
TDC	TERADATA CORP DEL	6,125	$340K	0.0%	$54.24	+8.3%	COM	88076W103
NVDA	NVIDIA CORP	21,732	$338K	0.0%	$0.32	+7.5%	COM	67066G104
—	AVON PRODS INC	16,288	$336K	0.0%	$20.97	—	COM	054303102
—	LABORATORY CORP AMER HLDGS	3,384	$335K	0.0%	$99.98	—	COM NEW	50540R409
—	CNOOC LTD	1,651	$333K	0.0%	$171.24	—	SPONSORED ADR	126132109
PRU	PRUDENTIAL FINL INC	4,255	$332K	0.0%	$41.32	+13.9%	COM	744320102
NRG	NRG ENERGY INC	12,129	$331K	0.0%	$20.47	+0.8%	COM NEW	629377508
FLS	FLOWSERVE CORP	5,281	$329K	0.0%	$43.15	+6.8%	COM	34354P105
—	RED HAT INC	7,110	$328K	0.0%	$47.69	—	COM	756577102
—	ALCOA INC	40,171	$326K	0.0%	$7.82	—	COM	013817101
—	PALL CORP	4,200	$324K	0.0%	$67.36	—	COM	696429307
—	SCRIPPS NETWORKS INTERACT IN	4,109	$321K	0.0%	$78.12	—	CL A COM	811065101
—	L-3 COMMUNICATIONSHLDGS INC	3,365	$318K	0.0%	$86.31	—	COM	502424104
BK	BANK NEW YORK MELLON CORP	10,528	$318K	0.0%	$21.70	+4.9%	COM	064058100
TRIP	TRIPADVISOR INC	4,189	$318K	0.0%	$51.98	+21.2%	COM	896945201
AEE	AMEREN CORP	9,113	$317K	0.0%	$23.26	+0.3%	COM	023608102
—	LAM RESEARCH CORP	6,128	$314K	0.0%	$44.91	—	COM	512807108
—	CHINA MOBILE LIMITED	5,541	$313K	0.0%	$52.25	—	SPONSORED ADR	16941M109
—	BLACKROCK INC	1,153	$312K	0.0%	$261.63	—	COM	09247X101
SSL	SASOL LTD	6,486	$310K	0.0%	$43.79	—	SPONSORED ADR	803866300
AES	AES CORP	23,118	$307K	0.0%	$8.29	+1.2%	COM	00130H105
—	THE ADT CORPORATION	7,511	$305K	0.0%	$39.86	—	COM	00101J106
—	NORDSTROM INC	5,416	$304K	0.0%	$59.81	—	COM	655664100
—	WYNDHAM WORLDWIDECORP	4,993	$304K	0.0%	$57.39	—	COM	98310W108
—	VARIAN MED SYS INC	4,043	$302K	0.0%	$67.90	—	COM	92220P105
NWSA	NEWS CORP NEW	18,703	$300K	0.0%	$14.03	0.0%	CL A	65249B109
MCHP	MICROCHIP TECHNOLOGY INC	7,410	$299K	0.0%	$13.93	+8.7%	COM	595017104
—	PETSMART INC	3,903	$298K	0.0%	$67.85	—	COM	716768106
—	CAREFUSION CORP	8,052	$297K	0.0%	$36.91	—	COM	14170T101
TAP	MOLSON COORS BREWING CO	5,926	$297K	0.0%	$37.25	+0.0%	CL B	60871R209
NWL	NEWELL RUBBERMAIDINC	10,816	$297K	0.0%	$16.80	+0.8%	COM	651229106
TSN	TYSON FOODS INC	10,450	$296K	0.0%	$19.18	+16.1%	CL A	902494103
—	NIELSEN HOLDINGS NV	8,073	$294K	0.0%	$36.42	—	COM	N63218106
EA	ELECTRONIC ARTS INC	11,516	$294K	0.0%	$20.28	+24.5%	COM	285512109
EW	EDWARDS LIFESCIENCES CORP	4,217	$294K	0.0%	$11.83	-1.1%	COM	28176E108
—	ACE LTD	3,113	$291K	0.0%	$93.48	—	SHS	H0023R105
TXT	TEXTRON INC	10,536	$291K	0.0%	$26.57	+2.9%	COM	883203101
CMP	COMPASS MINERALS INTL INC	3,800	$290K	0.0%	$57.00	-4.7%	COM	20451N101
—	SAFEWAY INC	9,063	$290K	0.0%	$32.00	—	COM NEW	786514208
—	CONSOL ENERGY INC	8,595	$289K	0.0%	$27.66	—	COM	20854P109
—	COMPUTER SCIENCESCORP	5,547	$287K	0.0%	$44.32	—	COM	205363104
—	JACOBS ENGR GROUPINC DEL	4,938	$287K	0.0%	$55.42	—	COM	469814107
MAS	MASCO CORP	13,406	$285K	0.0%	$14.91	-0.6%	COM	574599106
HP	HELMERICH & PAYNEINC	3,999	$276K	0.0%	$61.91	+6.6%	COM	423452101
HRB	BLOCK H & R INC	10,286	$274K	0.0%	$18.22	+2.5%	COM	093671105
CPB	CAMPBELL SOUP CO	6,705	$273K	0.0%	$30.85	-0.6%	COM	134429109
EFX	EQUIFAX INC	4,554	$273K	0.0%	$53.16	+2.1%	COM	294429105
—	INTERPUBLIC GROUPCOS INC	15,855	$272K	0.0%	$9.24	+13.9%	COM	460690100
STT	STATE STR CORP	4,081	$268K	0.0%	$49.26	0.0%	COM	857477103
AMT	AMERICAN TOWER CORP NEW	3,614	$268K	0.0%	$54.19	0.0%	COM	03027X100
—	PETROCHINA CO LTD	2,430	$267K	0.0%	$110.42	—	SPONSORED ADR	71646E100
—	MONSTER BEVERAGE CORP	5,093	$266K	0.0%	$60.63	—	COM	611740101
AFL	AFLAC INC	4,256	$264K	0.0%	$22.45	0.0%	COM	001055102
—	AIRGAS INC	2,484	$263K	0.0%	$96.33	—	COM	009363102
CMS	CMS ENERGY CORP	9,986	$263K	0.0%	$19.02	-2.2%	COM	125896100
—	FAMILY DLR STORESINC	3,628	$261K	0.0%	$63.21	—	COM	307000109
OGE	OGE ENERGY CORP	7,200	$260K	0.0%	$35.46	+1.9%	COM	670837103
VRSN	VERISIGN INC	5,069	$258K	0.0%	$45.93	+4.2%	COM	92343E102
—	DENBURY RES INC	14,007	$258K	0.0%	$17.42	—	COM NEW	247916208
—	MOBILE TELESYSTEMSOJSC	11,408	$254K	0.0%	$19.03	—	SPONSORED ADR	607409109
VMC	VULCAN MATLS CO	4,881	$253K	0.0%	$46.56	-3.3%	COM	929160109
FFIV	F5 NETWORKS INC	2,940	$252K	0.0%	$85.01	0.0%	COM	315616102
BALL	BALL CORP	5,450	$245K	0.0%	$19.77	+0.2%	COM	058498106
—	HOSPIRA INC	6,222	$244K	0.0%	$38.45	—	COM	441060100
—	HARRIS CORP DEL	4,017	$238K	0.0%	$59.25	—	COM	413875105
—	DENTSPLY INTL INCNEW	5,344	$232K	0.0%	$41.09	—	COM	249030107
—	GANNETT INC	8,606	$231K	0.0%	$26.84	—	COM	364730101
—	CHINA PETE & CHEMCORP	2,938	$230K	0.0%	$78.28	—	SPON ADR H SHS	16941R108
SCHW	SCHWAB CHARLES CORP NEW	10,582	$224K	0.0%	$18.79	0.0%	COM	808513105
—	DISCOVER FINL SVCS	4,427	$224K	0.0%	$50.60	—	COM	254709108
—	TESORO CORP	5,073	$223K	0.0%	$51.70	—	COM	881609101
—	CHINA LIFE INS COLTD	5,713	$222K	0.0%	$38.86	—	SPON ADR REP H	16939P106
PWR	QUANTA SVCS INC	8,028	$221K	0.0%	$26.53	0.0%	COM	74762E102
LEN	LENNAR CORP	6,234	$221K	0.0%	$33.78	-13.4%	CL A	526057104
MRSH	MARSH & MCLENNAN COS INC	5,030	$219K	0.0%	$33.72	0.0%	COM	571748102
FOSL	FOSSIL GROUP INC	1,888	$219K	0.0%	$114.29	0.0%	COM	34988V106
GME	GAMESTOP CORP NEW	4,390	$218K	0.0%	$8.53	0.0%	CL A	36467W109
PHM	PULTE GROUP INC	13,127	$217K	0.0%	$17.42	-16.3%	COM	745867101
SNA	SNAP ON INC	2,185	$217K	0.0%	$72.95	0.0%	COM	833034101
—	BB&T CORP	6,441	$217K	0.0%	$33.69	—	COM	054937107
HRL	HORMEL FOODS CORP	5,056	$213K	0.0%	$15.84	0.0%	COM	440452100
PSA	PUBLIC STORAGE	1,322	$212K	0.0%	$98.46	0.0%	COM	74460D109
CME	CME GROUP INC	2,875	$212K	0.0%	$44.25	0.0%	COM	12572Q105
—	CHUBB CORP	2,338	$209K	0.0%	$89.39	—	COM	171232101
EXPE	EXPEDIA INC DEL	4,035	$209K	0.0%	$49.75	0.0%	COM NEW	30212P303
—	AON PLC	2,813	$209K	0.0%	$74.30	—	SHS CL A	G0408V102
GT	GOODYEAR TIRE & RUBR CO	9,238	$207K	0.0%	$19.14	0.0%	COM	382550101
DHI	D R HORTON INC	10,671	$207K	0.0%	$20.89	-16.7%	COM	23331A109
RHI	ROBERT HALF INTL INC	5,215	$204K	0.0%	$36.84	0.0%	COM	770323103
HAS	HASBRO INC	4,336	$204K	0.0%	$31.26	0.0%	COM	418056107
—	JOY GLOBAL INC	3,992	$204K	0.0%	$51.10	—	COM	481165108
SEE	SEALED AIR CORP NEW	7,357	$200K	0.0%	$23.12	0.0%	COM	81211K100
—	WINDSTREAM HLDGS INC	22,266	$178K	0.0%	$7.99	—	COM	97382A101
—	PEABODY ENERGY CORP	10,136	$175K	0.0%	$17.27	—	COM	704549104
—	LSI CORPORATION	20,547	$161K	0.0%	$7.20	—	COM	502161102
ITUB	ITAU UNIBANCO HLDGSA	11,347	$160K	0.0%	$13.06	—	SPON ADR REP PFD	465562106
—	FRONTIER COMMUNICATIONS CORP	37,548	$157K	0.0%	$4.06	—	COM	35906A108
RF	REGIONS FINL CORPNEW	12,773	$118K	0.0%	$6.54	0.0%	COM	7591EP100
GFI	GOLD FIELDS LTD NEW	14,870	$68,000	0.0%	$5.15	—	SPONSORED ADR	38059T106