Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PFG	PRINCIPAL FINL GROUP INC	18,137,000	$834M	23.3%	$23.49	+27.3%	COM	74251V102
SPY	SPDR S&P 500 ETF TR	1,435,060	$268M	7.5%	$160.01	—	TR UNIT	78462F103
MRSH	MARSH & MCLENNAN COS INC	5,245,400	$259M	7.2%	$31.19	+24.4%	COM	571748102
PRU	PRUDENTIAL FINL INC	2,596,079	$220M	6.1%	$38.68	+35.1%	COM	744320102
DVY	ISHARES	2,653,500	$195M	5.4%	$64.01	—	SELECT DIVID ETF	464287168
IVV	ISHARES	979,600	$184M	5.1%	$178.68	—	CORE S&P500 ETF	464287200
HDV	ISHARES TR	1,642,700	$117M	3.3%	$66.35	—	HIGH DIVIDND ETF	46429B663
EWA	ISHARES	2,935,100	$75.93M	2.1%	$22.58	—	MSCI AUST ETF	464286103
—	ISHARES	4,289,770	$61.69M	1.7%	$13.30	—	MSCI TAIWAN ETF	464286731
VZ	VERIZON COMMUNICATIONS INC	1,269,506	$60.39M	1.7%	$26.63	-2.8%	COM	92343V104
EWY	ISHARES	888,720	$54.66M	1.5%	$53.20	—	MSCI STH KOR ETF	464286772
VWO	VANGUARD INTL EQUITY INDEX F	1,275,000	$51.74M	1.4%	$38.78	—	FTSE EMR MKT ETF	922042858
JNJ	JOHNSON & JOHNSON	438,504	$43.07M	1.2%	$59.66	+11.7%	COM	478160104
PFE	PFIZER INC	1,335,700	$42.9M	1.2%	$16.46	+10.6%	COM	717081103
MRK	MERCK & CO INC NEW	731,267	$41.51M	1.2%	$30.02	+19.1%	COM	58933Y105
EEM	ISHARES	940,000	$38.53M	1.1%	$38.57	—	MSCI EMG MKT ETF	464287234
EWZ	ISHARES	799,400	$35.99M	1.0%	$43.86	—	MSCI BRZ CAP ETF	464286400
PG	PROCTER & GAMBLE CO	421,043	$33.94M	0.9%	$55.00	+2.7%	COM	742718109
CL	COLGATE PALMOLIVE CO	463,234	$30.05M	0.8%	$44.38	+7.9%	COM	194162103
FXI	ISHARES	795,800	$28.47M	0.8%	$32.52	—	CHINA LG-CAP ETF	464287184
KO	COCA COLA CO	727,258	$28.12M	0.8%	$27.85	-4.7%	COM	191216100
AAPL	APPLE INC	45,033	$24.17M	0.7%	$13.16	+26.0%	COM	037833100
USMV	ISHARES TR	626,772	$22.59M	0.6%	$33.18	—	USA MIN VOL ETF	46429B697
XOM	EXXON MOBIL CORP	213,259	$20.83M	0.6%	$53.69	+8.2%	COM	30231G102
VNQ	VANGUARD INDEX FDS	255,975	$18.08M	0.5%	$68.72	—	REIT ETF	922908553
ABBV	ABBVIE INC	338,364	$17.39M	0.5%	$26.55	+18.6%	COM	00287Y109
MSFT	MICROSOFT CORP	409,756	$16.8M	0.5%	$26.70	+17.1%	COM	594918104
—	GOOGLE INC	14,096	$15.71M	0.4%	$880.37	—	CL A	38259P508
EPI	WISDOMTREE TR	730,500	$13.85M	0.4%	$16.16	—	INDIA ERNGS FD	97717W422
—	GENERAL ELECTRIC CO	499,195	$12.92M	0.4%	$23.19	—	COM	369604103
ABT	ABBOTT LABS	332,728	$12.81M	0.4%	$28.85	+6.5%	COM	002824100
WFC	WELLS FARGO & CO NEW	240,822	$11.98M	0.3%	$27.36	+22.1%	COM	949746101
JPM	JPMORGAN CHASE & CO	186,639	$11.33M	0.3%	$36.24	+16.1%	COM	46625H100
CVX	CHEVRON CORP NEW	90,550	$10.77M	0.3%	$71.30	-1.3%	COM	166764100
BAC	BANK OF AMERICA CORPORATION	586,844	$10.09M	0.3%	$10.03	+32.2%	COM	060505104
IBM	INTERNATIONAL BUSINESS MACHS	45,246	$8.709M	0.2%	$118.94	-8.2%	COM	459200101
T	AT&T INC	244,815	$8.586M	0.2%	$11.40	-4.8%	COM	00206R102
SLB	SCHLUMBERGER LTD	79,450	$7.746M	0.2%	$54.36	+20.5%	COM	806857108
ORCL	ORACLE CORP	187,416	$7.667M	0.2%	$27.58	+15.9%	COM	68389X105
C	CITIGROUP INC	160,172	$7.624M	0.2%	$35.80	+3.6%	COM NEW	172967424
HD	HOME DEPOT INC	88,806	$7.027M	0.2%	$56.05	+7.5%	COM	437076102
DIS	DISNEY WALT CO	86,502	$6.926M	0.2%	$56.11	+24.2%	COM DISNEY	254687106
AMZN	AMAZON COM INC	20,114	$6.769M	0.2%	$13.32	+39.3%	COM	023135106
PM	PHILIP MORRIS INTL INC	82,278	$6.736M	0.2%	$49.85	-10.2%	COM	718172109
QCOM	QUALCOMM INC	84,986	$6.702M	0.2%	$45.06	+19.9%	COM	747525103
CMCSA	COMCAST CORP NEW	131,614	$6.583M	0.2%	$15.62	+27.8%	CL A	20030N101
GILD	GILEAD SCIENCES INC	91,566	$6.488M	0.2%	$36.21	+50.5%	COM	375558103
CVS	CVS CAREMARK CORPORATION	83,270	$6.234M	0.2%	$42.74	+19.6%	COM	126650100
META	FACEBOOK INC	99,111	$5.97M	0.2%	$31.26	+101.3%	CL A	30303M102
CSCO	CISCO SYS INC	263,155	$5.897M	0.2%	$15.24	+0.4%	COM	17275R102
INTC	INTEL CORP	226,878	$5.856M	0.2%	$17.18	+8.7%	COM	458140100
V	VISA INC	26,997	$5.828M	0.2%	$40.13	+27.4%	COM CL A	92826C839
MA	MASTERCARD INC	74,265	$5.548M	0.2%	$70.90	+2.6%	CL A	57636Q104
PEP	PEPSICO INC	65,851	$5.499M	0.2%	$56.04	+1.5%	COM	713448108
—	UNITED TECHNOLOGIES CORP	44,087	$5.151M	0.1%	$94.23	—	COM	913017109
OXY	OCCIDENTAL PETE CORP DEL	52,953	$5.046M	0.1%	$58.74	+6.4%	COM	674599105
BMY	BRISTOL MYERS SQUIBB CO	96,754	$5.026M	0.1%	$29.22	+22.9%	COM	110122108
—	DOW CHEM CO	103,149	$5.012M	0.1%	$32.92	—	COM	260543103
TMO	THERMO FISHER SCIENTIFIC INC	40,642	$4.887M	0.1%	$79.92	+43.2%	COM	883556102
AMGN	AMGEN INC	38,958	$4.805M	0.1%	$73.34	+18.5%	COM	031162100
BRK/B	BERKSHIRE HATHAWAY INC DEL	37,604	$4.699M	0.1%	$110.02	+6.2%	CL B NEW	084670702
—	DU PONT E I DE NEMOURS & CO	67,766	$4.547M	0.1%	$53.81	—	COM	263534109
AXP	AMERICAN EXPRESS CO	50,008	$4.502M	0.1%	$59.62	+26.6%	COM	025816109
WMT	WAL-MART STORES INC	58,270	$4.454M	0.1%	$19.98	-0.4%	COM	931142103
MCD	MCDONALDS CORP	43,403	$4.255M	0.1%	$71.80	-2.1%	COM	580135101
UNH	UNITEDHEALTH GROUP INC	51,545	$4.226M	0.1%	$50.75	+22.4%	COM	91324P102
EOG	EOG RES INC	21,186	$4.156M	0.1%	$47.22	+37.3%	COM	26875P101
BA	BOEING CO	32,966	$4.137M	0.1%	$80.71	+38.4%	COM	097023105
MS	MORGAN STANLEY	130,715	$4.074M	0.1%	$17.54	+29.4%	COM NEW	617446448
—	TIME WARNER INC	61,897	$4.044M	0.1%	$58.18	—	COM NEW	887317303
GS	GOLDMAN SACHS GROUP INC	24,325	$3.986M	0.1%	$120.50	+11.0%	COM	38141G104
USB	US BANCORP DEL	91,619	$3.927M	0.1%	$22.41	+22.0%	COM NEW	902973304
AIG	AMERICAN INTL GROUP INC	77,676	$3.885M	0.1%	$32.51	+16.5%	COM NEW	026874784
AMG	AFFILIATED MANAGERS GROUP	19,417	$3.884M	0.1%	$154.18	+23.3%	COM	008252108
MMM	3M CO	28,548	$3.873M	0.1%	$61.26	+24.5%	COM	88579Y101
LVS	LAS VEGAS SANDS CORP	46,348	$3.744M	0.1%	$46.37	+22.9%	COM	517834107
CMS	CMS ENERGY CORP	127,829	$3.743M	0.1%	$18.97	+1.9%	COM	125896100
—	EXPRESS SCRIPTS HLDG CO	49,551	$3.721M	0.1%	$61.79	—	COM	30219G108
UNP	UNION PAC CORP	19,594	$3.677M	0.1%	$57.06	+19.6%	COM	907818108
—	HEWLETT PACKARD CO	112,555	$3.642M	0.1%	$25.72	—	COM	428236103
CMI	CUMMINS INC	24,380	$3.632M	0.1%	$88.27	+14.7%	COM	231021106
NKE	NIKE INC	48,850	$3.608M	0.1%	$26.89	+21.1%	CL B	654106103
EBAY	EBAY INC	64,823	$3.581M	0.1%	$20.18	+2.4%	COM	278642103
PCAR	PACCAR INC	52,876	$3.566M	0.1%	$22.62	+17.5%	COM	693718108
PNC	PNC FINL SVCS GROUP INC	39,873	$3.469M	0.1%	$48.09	+18.1%	COM	693475105
MO	ALTRIA GROUP INC	92,492	$3.462M	0.1%	$16.28	+5.2%	COM	02209S103
TJX	TJX COS INC NEW	57,081	$3.462M	0.1%	$20.93	+23.0%	COM	872540109
—	TYCO INTERNATIONAL LTD	81,337	$3.449M	0.1%	$33.84	—	SHS	H89128104
COF	CAPITAL ONE FINL CORP	44,609	$3.442M	0.1%	$48.44	+22.5%	COM	14040H105
BIIB	BIOGEN IDEC INC	11,216	$3.431M	0.1%	$213.68	+48.6%	COM	09062X103
BALL	BALL CORP	62,540	$3.428M	0.1%	$20.13	+16.9%	COM	058498106
COP	CONOCOPHILLIPS	48,474	$3.41M	0.1%	$40.50	+12.1%	COM	20825C104
ITW	ILLINOIS TOOL WKS INC	41,363	$3.364M	0.1%	$50.55	+21.2%	COM	452308109
—	PRECISION CASTPARTS CORP	13,281	$3.357M	0.1%	$231.36	—	COM	740189105
PPG	PPG INDS INC	17,258	$3.339M	0.1%	$61.17	+26.2%	COM	693506107
HON	HONEYWELL INTL INC	35,774	$3.318M	0.1%	$53.13	+21.8%	COM	438516106
ZBH	ZIMMER HLDGS INC	35,044	$3.314M	0.1%	$69.59	+20.1%	COM	98956P102
COST	COSTCO WHSL CORP NEW	29,610	$3.307M	0.1%	$87.13	+4.8%	COM	22160K105
—	MONSANTO CO NEW	29,052	$3.305M	0.1%	$98.80	—	COM	61166W101
—	PRICELINE COM INC	2,771	$3.303M	0.1%	$827.18	—	COM NEW	741503403
CAT	CATERPILLAR INC DEL	33,224	$3.301M	0.1%	$61.55	+13.2%	COM	149123101
—	PRAXAIR INC	25,047	$3.28M	0.1%	$115.16	—	COM	74005P104
SBUX	STARBUCKS CORP	44,555	$3.269M	0.1%	$24.46	+19.8%	COM	855244109
—	MEDTRONIC INC	53,039	$3.264M	0.1%	$51.47	—	COM	585055106
TXN	TEXAS INSTRS INC	68,859	$3.247M	0.1%	$25.31	+26.2%	COM	882508104
HAL	HALLIBURTON CO	55,113	$3.246M	0.1%	$33.21	+28.8%	COM	406216101
—	E M C CORP MASS	117,879	$3.231M	0.1%	$23.72	—	COM	268648102
—	TWENTY FIRST CENTY FOX INC	100,279	$3.206M	0.1%	$33.50	—	CL A	90130A101
—	CBS CORP NEW	51,727	$3.197M	0.1%	$50.28	—	CL B	124857202
—	SUNTRUST BKS INC	80,234	$3.193M	0.1%	$32.40	—	COM	867914103
BK	BANK NEW YORK MELLON CORP	90,345	$3.188M	0.1%	$21.41	+15.6%	COM	064058100
ROP	ROPER INDS INC NEW	23,639	$3.156M	0.1%	$113.76	+11.4%	COM	776696106
F	FORD MTR CO DEL	202,109	$3.153M	0.1%	$7.61	+10.1%	COM PAR $0.01	345370860
MET	METLIFE INC	58,237	$3.075M	0.1%	$24.43	+27.2%	COM	59156R108
PGR	PROGRESSIVE CORP OHIO	126,901	$3.074M	0.1%	$17.12	+0.1%	COM	743315103
—	CELGENE CORP	21,953	$3.065M	0.1%	$119.95	—	COM	151020104
ACN	ACCENTURE PLC IRELAND	37,978	$3.028M	0.1%	$63.38	+5.6%	SHS CLASS A	G1151C101
BDX	BECTON DICKINSON & CO	25,842	$3.026M	0.1%	$78.23	+16.9%	COM	075887109
ADP	AUTOMATIC DATA PROCESSING IN	39,151	$3.025M	0.1%	$45.09	+16.3%	COM	053015103
MDLZ	MONDELEZ INTL INC	87,054	$3.008M	0.1%	$23.16	+13.8%	CL A	609207105
EMR	EMERSON ELEC CO	44,988	$3.005M	0.1%	$40.02	+19.4%	COM	291011104
—	WALGREEN CO	45,341	$2.994M	0.1%	$44.20	—	COM	931422109
—	YAHOO INC	83,111	$2.984M	0.1%	$25.11	—	COM	984332106
YUM	YUM BRANDS INC	39,438	$2.973M	0.1%	$39.91	+5.4%	COM	988498101
—	ANADARKO PETE CORP	35,061	$2.972M	0.1%	$85.94	—	COM	032511107
—	NOBLE ENERGY INC	41,751	$2.966M	0.1%	$60.30	—	COM	655044105
ECL	ECOLAB INC	27,282	$2.946M	0.1%	$73.88	+24.4%	COM	278865100
LOW	LOWES COS INC	59,540	$2.912M	0.1%	$32.40	+20.4%	COM	548661107
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	57,184	$2.894M	0.1%	$35.40	+25.2%	CL A	192446102
—	DIRECTV	37,267	$2.848M	0.1%	$61.63	—	COM	25490A309
—	BB&T CORP	70,773	$2.843M	0.1%	$33.92	—	COM	054937107
TROW	PRICE T ROWE GROUP INC	34,394	$2.832M	0.1%	$47.69	+10.2%	COM	74144T108
DUK	DUKE ENERGY CORP NEW	39,764	$2.832M	0.1%	$42.27	+0.9%	COM NEW	26441C204
—	LINEAR TECHNOLOGY CORP	57,775	$2.813M	0.1%	$36.84	—	COM	535678106
—	INGERSOLL-RAND PLC	48,405	$2.771M	0.1%	$56.61	—	SHS	G47791101
FISV	FISERV INC	48,644	$2.758M	0.1%	$24.45	+17.0%	COM	337738108
LLY	LILLY ELI & CO	46,672	$2.747M	0.1%	$42.21	+5.5%	COM	532457108
MCK	MCKESSON CORP	15,541	$2.744M	0.1%	$101.46	+57.8%	COM	58155Q103
—	NATIONAL OILWELL VARCO INC	35,184	$2.74M	0.1%	$69.53	—	COM	637071101
WM	WASTE MGMT INC DEL	64,937	$2.732M	0.1%	$31.02	+5.6%	COM	94106L109
—	PEPCO HOLDINGS INC	133,279	$2.73M	0.1%	$20.13	—	COM	713291102
FCX	FREEPORT-MCMORAN COPPER & GO	82,422	$2.726M	0.1%	$24.66	+15.4%	COM	35671D857
GM	GENERAL MTRS CO	78,355	$2.697M	0.1%	$26.71	+2.7%	COM	37045V100
DHR	DANAHER CORP DEL	35,939	$2.695M	0.1%	$25.01	+23.1%	COM	235851102
TEVA	TEVA PHARMACEUTICAL INDS LTD	50,968	$2.693M	0.1%	$39.20	—	ADR	881624209
CHD	CHURCH & DWIGHT INC	38,898	$2.687M	0.1%	$26.56	+6.1%	COM	171340102
—	COVIDIEN PLC	36,220	$2.668M	0.1%	$62.85	—	SHS	G2554F113
UPS	UNITED PARCEL SERVICE INC	27,191	$2.648M	0.1%	$55.38	+15.9%	CL B	911312106
OMC	OMNICOM GROUP INC	36,364	$2.64M	0.1%	$40.69	+22.2%	COM	681919106
PAYX	PAYCHEX INC	61,917	$2.638M	0.1%	$25.02	+17.9%	COM	704326107
STT	STATE STR CORP	37,842	$2.632M	0.1%	$45.10	+11.2%	COM	857477103
PH	PARKER HANNIFIN CORP	21,947	$2.627M	0.1%	$75.97	+29.6%	COM	701094104
ETN	EATON CORP PLC	34,479	$2.59M	0.1%	$46.59	+18.8%	SHS	G29183103
MDU	MDU RES GROUP INC	75,481	$2.59M	0.1%	$6.58	+31.6%	COM	552690109
—	INTEGRYS ENERGY GROUP INC	43,201	$2.577M	0.1%	$58.33	—	COM	45822P105
MAR	MARRIOTT INTL INC NEW	46,003	$2.577M	0.1%	$36.65	+25.2%	CL A	571903202
—	KRAFT FOODS GROUP INC	45,831	$2.571M	0.1%	$55.87	—	COM	50076Q106
—	STERICYCLE INC	22,590	$2.567M	0.1%	$110.92	—	COM	858912108
IVZ	INVESCO LTD	69,317	$2.565M	0.1%	$18.88	+10.5%	SHS	G491BT108
DE	DEERE & CO	27,938	$2.537M	0.1%	$68.08	+3.0%	COM	244199105
FDX	FEDEX CORP	19,085	$2.53M	0.1%	$81.95	+40.5%	COM	31428X106
GIS	GENERAL MLS INC	48,811	$2.529M	0.1%	$32.06	+2.8%	COM	370334104
FLR	FLUOR CORP NEW	32,360	$2.515M	0.1%	$55.44	+24.9%	COM	343412102
ALV	AUTOLIV INC	25,043	$2.513M	0.1%	$40.58	+26.9%	COM	052800109
CLX	CLOROX CO DEL	28,529	$2.511M	0.1%	$60.00	+4.5%	COM	189054109
PSX	PHILLIPS 66	32,543	$2.508M	0.1%	$40.44	+23.2%	COM	718546104
—	EATON VANCE CORP	64,774	$2.472M	0.1%	$37.68	—	COM NON VTG	278265103
—	PIONEER NAT RES CO	13,071	$2.446M	0.1%	$156.03	—	COM	723787107
—	VIACOM INC NEW	28,350	$2.409M	0.1%	$68.24	—	CL B	92553P201
—	TE CONNECTIVITY LTD	39,923	$2.404M	0.1%	$45.54	—	REG SHS	H84989104
ADM	ARCHER DANIELS MIDLAND CO	55,258	$2.398M	0.1%	$23.37	+25.5%	COM	039483102
—	ST JUDE MED INC	36,670	$2.398M	0.1%	$45.64	—	COM	790849103
DOV	DOVER CORP	29,280	$2.394M	0.1%	$40.78	+23.3%	COM	260003108
—	JOHNSON CTLS INC	50,339	$2.382M	0.1%	$36.63	—	COM	478366107
GPC	GENUINE PARTS CO	27,378	$2.378M	0.1%	$54.12	+11.0%	COM	372460105
MU	MICRON TECHNOLOGY INC	100,341	$2.374M	0.1%	$15.77	+47.0%	COM	595112103
—	ACTAVIS PLC	11,518	$2.371M	0.1%	$168.01	—	SHS	G0083B108
—	TIME WARNER CABLE INC	17,260	$2.368M	0.1%	$112.46	—	COM	88732J207
—	SPECTRA ENERGY CORP	63,670	$2.352M	0.1%	$34.46	—	COM	847560109
CSX	CSX CORP	80,549	$2.334M	0.1%	$6.66	+15.1%	COM	126408103
BAX	BAXTER INTL INC	31,431	$2.313M	0.1%	$30.42	-0.3%	COM	071813109
AMP	AMERIPRISE FINL INC	20,955	$2.307M	0.1%	$70.75	+20.5%	COM	03076C106
—	APACHE CORP	27,740	$2.301M	0.1%	$83.83	—	COM	037411105
TGT	TARGET CORP	37,794	$2.287M	0.1%	$47.85	-13.0%	COM	87612E106
AFL	AFLAC INC	36,219	$2.283M	0.1%	$20.11	+19.3%	COM	001055102
—	STARWOOD HOTELS&RESORTS WRLD	28,632	$2.279M	0.1%	$63.19	—	COM	85590A401
AMAT	APPLIED MATLS INC	111,506	$2.277M	0.1%	$12.22	+29.0%	COM	038222105
ADBE	ADOBE SYS INC	34,611	$2.275M	0.1%	$44.30	+44.8%	COM	00724F101
NSC	NORFOLK SOUTHERN CORP	23,382	$2.272M	0.1%	$57.67	+23.8%	COM	655844108
KMB	KIMBERLY CLARK CORP	20,548	$2.265M	0.1%	$63.06	+10.0%	COM	494368103
CAG	CONAGRA FOODS INC	72,964	$2.264M	0.1%	$17.69	-9.3%	COM	205887102
—	CIGNA CORPORATION	26,949	$2.256M	0.1%	$72.50	—	COM	125509109
MKC	MCCORMICK & CO INC	31,423	$2.254M	0.1%	$28.19	-5.0%	COM NON VTG	579780206
INTU	INTUIT	28,578	$2.221M	0.1%	$54.39	+27.3%	COM	461202103
—	BAKER HUGHES INC	33,827	$2.199M	0.1%	$46.12	—	COM	057224107
—	ALLERGAN INC	17,721	$2.199M	0.1%	$84.23	—	COM	018490102
EXC	EXELON CORP	65,302	$2.192M	0.1%	$15.41	-10.4%	COM	30161N101
WMB	WILLIAMS COS INC DEL	53,133	$2.156M	0.1%	$18.03	+16.1%	COM	969457100
NUE	NUCOR CORP	41,949	$2.12M	0.1%	$32.91	+13.9%	COM	670346105
MSI	MOTOROLA SOLUTIONS INC	32,974	$2.12M	0.1%	$47.42	+13.1%	COM NEW	620076307
—	AETNA INC NEW	28,241	$2.117M	0.1%	$63.53	—	COM	00817Y108
M	MACYS INC	35,707	$2.117M	0.1%	$46.44	+19.7%	COM	55616P104
THD	ISHARES	29,100	$2.116M	0.1%	$78.44	—	MSCI THI CAP ETF	464286624
AZO	AUTOZONE INC	3,933	$2.112M	0.1%	$407.86	+27.2%	COM	053332102
—	WELLPOINT INC	21,100	$2.101M	0.1%	$81.83	—	COM	94973V107
GLW	CORNING INC	100,587	$2.094M	0.1%	$12.30	+12.3%	COM	219350105
CRM	SALESFORCE COM INC	36,175	$2.065M	0.1%	$40.78	+44.8%	COM	79466L302
—	MARATHON OIL CORP	57,916	$2.057M	0.1%	$34.58	—	COM	565849106
—	DISCOVERY COMMUNICATNS NEW	24,637	$2.037M	0.1%	$77.21	—	COM SER A	25470F104
—	FOREST LABS INC	21,988	$2.029M	0.1%	$92.28	—	COM	345838106
IP	INTL PAPER CO	43,999	$2.019M	0.1%	$25.91	+5.1%	COM	460146103
DVN	DEVON ENERGY CORP NEW	30,076	$2.013M	0.1%	$37.00	+12.7%	COM	25179M103
VLO	VALERO ENERGY CORP NEW	37,426	$1.987M	0.1%	$24.01	+36.6%	COM	91913Y100
ETR	ENTERGY CORP NEW	29,456	$1.969M	0.1%	$20.45	-4.0%	COM	29364G103
SWK	STANLEY BLACK & DECKER INC	23,976	$1.948M	0.1%	$57.26	+3.7%	COM	854502101
REGN	REGENERON PHARMACEUTICALS	6,465	$1.941M	0.1%	$268.14	+14.3%	COM	75886F107
—	SBA COMMUNICATIONS CORP	21,173	$1.926M	0.1%	$74.13	—	COM	78388J106
—	HESS CORP	23,095	$1.914M	0.1%	$66.49	—	COM	42809H107
A	AGILENT TECHNOLOGIES INC	34,147	$1.91M	0.1%	$27.97	+33.5%	COM	00846U101
EXPD	EXPEDITORS INTL WASH INC	47,979	$1.901M	0.1%	$31.69	+10.8%	COM	302130109
ROST	ROSS STORES INC	25,690	$1.838M	0.1%	$30.22	+4.4%	COM	778296103
MPC	MARATHON PETE CORP	20,878	$1.817M	0.1%	$27.55	+11.5%	COM	56585A102
APH	AMPHENOL CORP NEW	19,467	$1.784M	0.0%	$8.50	+17.1%	CL A	032095101
PRGO	PERRIGO CO PLC	11,296	$1.747M	0.0%	$157.83	0.0%	SHS	G97822103
—	FMC TECHNOLOGIES INC	32,220	$1.685M	0.0%	$55.67	—	COM	30249U101
—	ALEXION PHARMACEUTICALS INC	10,704	$1.628M	0.0%	$92.23	—	COM	015351109
KMI	KINDER MORGAN INC DEL	46,833	$1.522M	0.0%	$20.65	-10.7%	COM	49456B101
—	CAMERON INTERNATIONAL CORP	24,105	$1.489M	0.0%	$61.16	—	COM	13342B105
—	L BRANDS INC	25,993	$1.476M	0.0%	$49.25	—	COM	501797104
—	MICHAEL KORS HLDGS LTD	15,795	$1.473M	0.0%	$93.26	—	SHS	G60754101
—	BROADCOM CORP	46,151	$1.453M	0.0%	$33.58	—	CL A	111320107
NEM	NEWMONT MINING CORP	61,562	$1.443M	0.0%	$25.31	-27.2%	COM	651639106
CBOE	CBOE HLDGS INC	24,804	$1.404M	0.0%	$42.59	+7.8%	COM	12503M108
—	LINKEDIN CORP	7,585	$1.403M	0.0%	$236.42	—	COM CL A	53578A108
—	SYMANTEC CORP	68,744	$1.373M	0.0%	$22.47	—	COM	871503108
HOLX	HOLOGIC INC	62,351	$1.341M	0.0%	$21.57	0.0%	COM	436440101
ILMN	ILLUMINA INC	8,615	$1.281M	0.0%	$146.95	0.0%	COM	452327109
—	MONSTER BEVERAGE CORP	18,031	$1.252M	0.0%	$69.44	—	COM	611740101
SLM	SLM CORP	51,049	$1.25M	0.0%	$9.05	-3.5%	COM	78442P106
ISRG	INTUITIVE SURGICAL INC	2,676	$1.172M	0.0%	$55.09	-14.5%	COM NEW	46120E602
—	LIBERTY GLOBAL PLC	28,763	$1.171M	0.0%	$40.71	—	SHS CL C	G5480U120
LBTYAUSD	LIBERTY GLOBAL PLC	27,985	$1.164M	0.0%	$74.52	—	SHS CL A	G5480U104
AWK	AMERICAN WTR WKS CO INC NEW	24,384	$1.107M	0.0%	$32.44	+5.0%	COM	030420103
TSLA	TESLA MTRS INC	5,242	$1.093M	0.0%	$13.39	0.0%	COM	88160R101
NFLX	NETFLIX INC	3,070	$1.081M	0.0%	$3.87	+47.9%	COM	64110L106
VRTX	VERTEX PHARMACEUTICALS INC	13,668	$967K	0.0%	$79.43	-0.3%	COM	92532F100
FITB	FIFTH THIRD BANCORP	38,105	$875K	0.0%	$13.35	+9.5%	COM	316773100
—	BLACKROCK INC	2,641	$831K	0.0%	$256.78	—	COM	09247X101
FLS	FLOWSERVE CORP	10,020	$785K	0.0%	$56.46	+8.8%	COM	34354P105
—	PENTAIR LTD	9,717	$771K	0.0%	$64.92	—	SHS	H6169Q108
—	SANDISK CORP	8,789	$714K	0.0%	$81.24	—	COM	80004C101
—	INTERSIL CORP	49,701	$642K	0.0%	$11.23	—	CL A	46069S109
UNM	UNUM GROUP	17,351	$613K	0.0%	$32.99	+3.5%	COM	91529Y106
NVDA	NVIDIA CORP	31,924	$572K	0.0%	$0.36	+11.0%	COM	67066G104
SJM	SMUCKER J M CO	5,847	$569K	0.0%	$73.59	-6.6%	COM NEW	832696405
—	LABORATORY CORP AMER HLDGS	5,784	$568K	0.0%	$96.37	—	COM NEW	50540R409
NWL	NEWELL RUBBERMAID INC	18,344	$548K	0.0%	$19.17	+3.9%	COM	651229106
VRSK	VERISK ANALYTICS INC	8,628	$517K	0.0%	$62.37	-3.0%	CL A	92345Y106
—	DISCOVER FINL SVCS	8,597	$500K	0.0%	$56.35	—	COM	254709108
SRE	SEMPRA ENERGY	4,672	$452K	0.0%	$27.60	+16.7%	COM	816851109
CBRE	CBRE GROUP INC	15,737	$432K	0.0%	$24.18	+11.5%	CL A	12504L109
BEN	FRANKLIN RES INC	7,963	$431K	0.0%	$29.52	+8.9%	COM	354613101
—	ISIS PHARMACEUTICALS INC	6,959	$301K	0.0%	$43.25	—	COM	464330109
—	ITC HLDGS CORP	7,791	$291K	0.0%	$37.35	—	COM	465685105
NOW	SERVICENOW INC	3,804	$228K	0.0%	$12.73	0.0%	COM	81762P102
—	NORTHEAST UTILS	3,646	$166K	0.0%	$41.81	—	COM	664397106