Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC COM	350,579	$32.58M	3.1%	$17.96	+3.9%	Common	037833100
XOM	EXXON MOBIL CORP COM	252,570	$25.43M	2.4%	$54.16	+14.2%	Common	30231G102
MSFT	MICROSOFT CORP COM	471,142	$19.65M	1.9%	$27.07	+25.5%	Common	594918104
JNJ	JOHNSON & JOHNSON COM	156,711	$16.39M	1.6%	$63.54	+15.1%	Common	478160104
—	GENERAL ELEC CO COM	564,077	$14.82M	1.4%	$23.89	—	Common	369604103
CVX	CHEVRON CORP COM	109,445	$14.29M	1.4%	$73.10	+3.9%	Common	166764100
WFC	WELLS FARGO & CO NEW COM	267,416	$14.05M	1.3%	$30.19	+20.3%	Common	949746101
PG	PROCTER & GAMBLE CO COM	157,706	$12.39M	1.2%	$56.23	+3.6%	Common	742718109
VZ	VERIZON COMMUNICATIONS COM	239,547	$11.72M	1.1%	$26.07	+2.8%	Common	92343V104
JPM	JPMORGAN CHASE & CO COM	200,232	$11.54M	1.1%	$38.52	+6.9%	Common	46625H100
T	AT&T INC COM	313,482	$11.09M	1.1%	$10.96	+7.5%	Common	00206R102
PFE	PFIZER INC COM	357,790	$10.62M	1.0%	$16.36	+7.3%	Common	717081103
IBM	INTERNATIONAL BUSINESS MACHS COM	56,922	$10.32M	1.0%	$111.55	+0.6%	Common	459200101
KO	COCA COLA CO COM	228,730	$9.689M	0.9%	$26.78	+5.0%	Common	191216100
ORCL	ORACLE CORP COM	235,870	$9.56M	0.9%	$27.26	+27.2%	Common	68389X105
MRK	MERCK & CO INC NEW COM	162,779	$9.417M	0.9%	$30.97	+22.6%	Common	58933Y105
—	GOOGLE INC CL A	15,883	$9.286M	0.9%	$875.92	—	Common	38259P508
BAC	BANK AMER CORP COM	599,953	$9.221M	0.9%	$11.23	+9.0%	Common	060505104
DIS	DISNEY WALT CO COM	107,540	$9.22M	0.9%	$57.29	+28.2%	Common	254687106
SLB	SCHLUMBERGER LTD COM	76,419	$9.014M	0.9%	$58.98	+26.9%	Common	806857108
INTC	INTEL CORP COM	291,104	$8.995M	0.9%	$16.91	+22.4%	Common	458140100
—	GOOGLE INC CL C	15,608	$8.979M	0.9%	$575.28	—	Common	38259P706
META	FACEBOOK INC CL A	122,604	$8.25M	0.8%	$40.44	+51.0%	Common	30303M102
QCOM	QUALCOMM INC COM	104,156	$8.249M	0.8%	$46.56	+23.1%	Common	747525103
CSCO	CISCO SYS INC COM	328,594	$8.166M	0.8%	$16.93	-1.7%	Common	17275R102
GILD	GILEAD SCIENCES INC COM	97,139	$8.054M	0.8%	$41.52	+30.2%	Common	375558103
C	CITIGROUP INC COM	166,809	$7.857M	0.8%	$37.61	-5.9%	Common	172967424
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	61,306	$7.759M	0.7%	$115.36	+9.7%	Common	084670702
PM	PHILIP MORRIS INTL INC COM	91,672	$7.729M	0.7%	$47.38	+1.8%	Common	718172109
PEP	PEPSICO INC COM	84,982	$7.592M	0.7%	$56.75	+7.3%	Common	713448108
V	VISA INC COM CL A	33,001	$6.954M	0.7%	$42.33	+13.8%	Common	92826C839
HD	HOME DEPOT INC COM	83,769	$6.782M	0.6%	$57.87	+3.9%	Common	437076102
AMZN	AMAZON COM INC COM	20,464	$6.646M	0.6%	$14.90	+6.1%	Common	023135106
ABBV	ABBVIE INC COM	114,564	$6.466M	0.6%	$27.16	+21.4%	Common	00287Y109
MCD	MCDONALDS CORP COM	63,036	$6.35M	0.6%	$70.55	+6.0%	Common	580135101
WMT	WAL MART STORES INC COM	83,829	$6.293M	0.6%	$19.78	+3.8%	Common	931142103
COP	CONOCOPHILLIPS COM	72,769	$6.238M	0.6%	$44.51	+19.9%	Common	20825C104
AIG	AMERICAN INTL GROUP INC COM NEW	111,303	$6.075M	0.6%	$36.03	+12.1%	Common	026874784
—	UNITED TECHNOLOGIES CORP COM	52,583	$6.071M	0.6%	$107.81	—	Common	913017109
UNH	UNITEDHEALTH GROUP INC COM	71,417	$5.838M	0.6%	$58.63	+11.2%	Common	91324P102
UNP	UNION PAC CORP COM	57,262	$5.712M	0.5%	$66.75	+12.0%	Common	907818108
MMM	3M CO COM	38,443	$5.507M	0.5%	$65.98	+22.8%	Common	88579Y101
AMGN	AMGEN INC COM	46,073	$5.454M	0.5%	$76.98	+8.3%	Common	031162100
CVS	CVS CAREMARK CORPORATION COM	70,796	$5.336M	0.5%	$42.78	+28.3%	Common	126650100
BIIB	BIOGEN IDEC INC COM	16,529	$5.212M	0.5%	$238.54	+26.2%	Common	09062X103
MO	ALTRIA GROUP INC COM	122,061	$5.119M	0.5%	$16.17	+18.7%	Common	02209S103
HON	HONEYWELL INTL INC COM	54,864	$5.1M	0.5%	$57.46	+14.3%	Common	438516106
BA	BOEING CO COM	40,000	$5.089M	0.5%	$91.56	+23.0%	Common	097023105
PNC	PNC FINL SVCS GROUP INC COM	56,676	$5.047M	0.5%	$51.33	+16.4%	Common	693475105
EOG	EOG RES INC COM	43,184	$5.046M	0.5%	$65.58	+16.9%	Common	26875P101
CMCSA	COMCAST CORP NEW CL A	93,594	$5.024M	0.5%	$16.55	+19.5%	Common	20030N101
AXP	AMERICAN EXPRESS CO COM	52,752	$5.005M	0.5%	$63.24	+20.8%	Common	025816109
GS	GOLDMAN SACHS GROUP INC COM	29,532	$4.945M	0.5%	$127.23	+1.2%	Common	38141G104
BMY	BRISTOL MYERS SQUIBB CO COM	99,064	$4.806M	0.5%	$29.22	+14.7%	Common	110122108
OXY	OCCIDENTAL PETE CORP DEL COM	45,275	$4.647M	0.4%	$59.24	+11.7%	Common	674599105
—	EXPRESS SCRIPTS HLDG CO COM	65,736	$4.557M	0.4%	$61.78	—	Common	30219G108
MA	MASTERCARD INC COM	61,975	$4.553M	0.4%	$71.20	-2.7%	Common	57636Q104
MDLZ	MONDELEZ INTL INC COM	120,278	$4.524M	0.4%	$23.72	+19.3%	Common	609207105
—	DOW CHEM CO COM	87,580	$4.507M	0.4%	$38.40	—	Common	260543103
—	HEWLETT PACKARD CO COM	133,621	$4.5M	0.4%	$23.57	—	Common	428236103
FDX	FEDEX CORP COM	29,718	$4.499M	0.4%	$93.67	+26.5%	Common	31428X106
USB	US BANCORP DEL COM NEW	99,916	$4.328M	0.4%	$24.34	+14.7%	Common	902973304
MCK	MCKESSON CORP	23,173	$4.315M	0.4%	$112.21	+45.5%	Common	58155Q103
ADBE	ADOBE SYS INC COM	59,062	$4.274M	0.4%	$47.71	+35.2%	Common	00724F101
TMO	THERMO FISHER SCIENTIFIC INC COM	36,187	$4.27M	0.4%	$86.81	+30.7%	Common	883556102
SBUX	STARBUCKS CORP COM	54,906	$4.249M	0.4%	$28.27	+2.1%	Common	855244109
—	PRICELINE GRP INC COM NEW	3,512	$4.225M	0.4%	$1011.02	—	Common	741503403
ABT	ABBOTT LABS COM	102,901	$4.209M	0.4%	$27.71	+13.7%	Common	002824100
SPG	SIMON PPTY GROUP INC NEW COM	25,152	$4.182M	0.4%	$82.43	+13.1%	Common	828806109
UPS	UNITED PARCEL SERVICE INC CL B	40,553	$4.163M	0.4%	$57.13	+16.6%	Common	911312106
—	MEDTRONIC INC COM	64,462	$4.11M	0.4%	$53.25	—	Common	585055106
CAT	CATERPILLAR INC DEL COM	37,265	$4.05M	0.4%	$61.64	+26.6%	Common	149123101
F	FORD MTR CO DEL COM PAR 0.01	231,923	$3.998M	0.4%	$9.02	-1.7%	Common	345370860
—	TWENTY FIRST CENTY FOX INC CL A	112,279	$3.947M	0.4%	$33.50	—	Common	90130A101
NKE	NIKE INC CL B	50,282	$3.899M	0.4%	$27.95	+15.0%	Common	654106103
WMB	WILLIAMS COS INC DEL COM	66,933	$3.896M	0.4%	$17.72	+36.4%	Common	969457100
—	DU PONT E I DE NEMOURS & CO COM	59,304	$3.881M	0.4%	$58.56	—	Common	263534109
—	AON PLC SHS CL A	42,808	$3.857M	0.4%	$74.45	—	Common	G0408V102
PRU	PRUDENTIAL FINL INC COM	43,119	$3.828M	0.4%	$48.50	+5.9%	Common	744320102
—	CBS CORP NEW CL B	61,577	$3.826M	0.4%	$55.16	—	Common	124857202
—	TIME WARNER CABLE INC COM	24,934	$3.673M	0.4%	$111.59	—	Common	88732J207
—	VIACOM INC NEW CL B	42,107	$3.652M	0.3%	$83.58	—	Common	92553P201
BK	BANK OF NEW YORK MELLON CORP COM	96,930	$3.633M	0.3%	$22.78	+14.5%	Common	064058100
—	MONSANTO CO NEW COM	28,963	$3.613M	0.3%	$104.37	—	Common	61166W101
—	WALGREEN CO COM	48,072	$3.564M	0.3%	$54.53	—	Common	931422109
M	MACYS INC COM	61,069	$3.543M	0.3%	$47.16	+23.1%	Common	55616P104
ACN	ACCENTURE PLC IRELAND SHS CLASS A	43,613	$3.526M	0.3%	$59.53	+11.1%	Common	G1151C101
DUK	DUKE ENERGY CORP NEW COM NEW	47,472	$3.522M	0.3%	$40.83	+9.0%	Common	26441C204
ALL	ALLSTATE CORP COM	59,910	$3.518M	0.3%	$39.13	+14.7%	Common	020002101
BXP	BOSTON PROPERTIES INC COM	29,674	$3.507M	0.3%	$64.26	+13.5%	Common	101121101
CL	COLGATE PALMOLIVE CO COM	51,219	$3.492M	0.3%	$44.72	+14.6%	Common	194162103
—	COMCAST CORP NEW CL A SPL	65,236	$3.479M	0.3%	$43.37	—	Common	20030N200
EBAY	EBAY INC COM	69,085	$3.458M	0.3%	$19.96	-2.9%	Common	278642103
—	BLACKROCK INC CL A	10,806	$3.454M	0.3%	$270.64	—	Common	09247X101
—	ACE LTD SHS	33,225	$3.445M	0.3%	$93.56	—	Common	H0023R105
—	BAKER HUGHES INC COM	46,202	$3.44M	0.3%	$49.10	—	Common	057224107
ETN	EATON CORP PLC SHS	44,176	$3.41M	0.3%	$49.95	+12.6%	Common	G29183103
—	TIME WARNER INC COM NEW	48,281	$3.392M	0.3%	$65.81	—	Common	887317303
ADP	AUTOMATIC DATA PROCESSING INC COM	42,586	$3.376M	0.3%	$48.32	+9.4%	Common	053015103
TJX	TJX COS INC NEW COM	63,308	$3.365M	0.3%	$23.60	+3.1%	Common	872540109
LOW	LOWES COS INC COM	69,951	$3.357M	0.3%	$36.41	+3.9%	Common	548661107
HAL	HALLIBURTON CO COM	47,202	$3.352M	0.3%	$37.32	+37.9%	Common	406216101
ITW	ILLINOIS TOOL WKS INC COM	37,864	$3.315M	0.3%	$54.78	+19.4%	Common	452308109
DHR	DANAHER CORP DEL COM	42,000	$3.307M	0.3%	$27.40	+13.5%	Common	235851102
—	ACTAVIS PLC SHS	14,764	$3.293M	0.3%	$211.50	—	Common	G0083B108
MS	MORGAN STANLEY COM NEW	101,308	$3.275M	0.3%	$19.65	+15.6%	Common	617446448
—	SANDISK CORP COM	31,289	$3.268M	0.3%	$59.51	—	Common	80004C101
AMT	AMERICAN TOWER CORP NEW COM	36,266	$3.263M	0.3%	$54.19	+21.2%	Common	03027X100
—	NATIONAL OILWELL VARCO INC CO	39,569	$3.259M	0.3%	$78.12	—	Common	637071101
CAH	CARDINAL HEALTH INC COM	47,353	$3.247M	0.3%	$36.50	+36.0%	Common	14149Y108
PH	PARKER HANNIFIN CORP COM	25,567	$3.215M	0.3%	$83.77	+22.7%	Common	701094104
D	DOMINION RES INC VA NEW COM	43,725	$3.127M	0.3%	$35.33	+21.5%	Common	25746U109
CSX	CSX CORP COM	100,554	$3.098M	0.3%	$6.86	+18.0%	Common	126408103
—	ANADARKO PETE CORP COM	28,293	$3.097M	0.3%	$93.00	—	Common	032511107
—	SPECTRA ENERGY CORP COM	72,603	$3.084M	0.3%	$34.23	—	Common	847560109
—	MYLAN INC COM	59,729	$3.08M	0.3%	$38.17	—	Common	628530107
BWA	BORG WARNER INC COM	46,393	$3.024M	0.3%	$37.00	+25.7%	Common	099724106
XEL	XCEL ENERGY INC COM	92,890	$2.994M	0.3%	$19.11	+11.7%	Common	98389B100
—	E M C CORP MASS COM	113,602	$2.992M	0.3%	$25.56	—	Common	268648102
APD	AIR PRODS & CHEMS INC COM	23,208	$2.985M	0.3%	$70.09	+19.7%	Common	009158106
—	HESS CORP COM	30,045	$2.971M	0.3%	$77.33	—	Common	42809H107
EQR	EQUITY RESIDENTIAL SH BEN INT	46,673	$2.94M	0.3%	$31.18	+10.4%	Common	29476L107
NEE	NEXTERA ENERGY INC COM	28,665	$2.938M	0.3%	$15.08	+18.8%	Common	65339F101
MET	METLIFE INC COM	52,519	$2.918M	0.3%	$28.79	+10.6%	Common	59156R108
BAX	BAXTER INTL INC COM	40,227	$2.908M	0.3%	$31.05	+5.3%	Common	071813109
PPG	PPG INDS INC COM	13,748	$2.889M	0.3%	$76.48	+5.8%	Common	693506107
—	JOHNSON CTLS INC COM	57,175	$2.855M	0.3%	$44.16	—	Common	478366107
EMR	EMERSON ELEC CO COM	42,939	$2.849M	0.3%	$43.83	+12.1%	Common	291011104
—	MARATHON OIL CORP COM	71,351	$2.848M	0.3%	$34.88	—	Common	565849106
FCX	FREEPORT-MCMORAN COPPER & GOLD COM	78,041	$2.848M	0.3%	$25.82	+14.5%	Common	35671D857
GM	GENERAL MTRS CO COM	78,298	$2.842M	0.3%	$27.17	-3.2%	Common	37045V100
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS CL A	58,038	$2.839M	0.3%	$42.96	+0.6%	Common	192446102
CRM	SALESFORCE COM INC COM	48,848	$2.837M	0.3%	$44.85	+19.0%	Common	79466L302
—	SOUTHWESTERN ENERGY CO COM	61,988	$2.82M	0.3%	$36.38	—	Common	845467109
COST	COSTCO WHSL CORP NEW COM	24,361	$2.805M	0.3%	$91.64	+0.2%	Common	22160K105
—	PRAXAIR INC COM	20,869	$2.772M	0.3%	$120.20	—	Common	74005P104
GIS	GENERAL MLS INC COM	52,382	$2.752M	0.3%	$32.89	+8.7%	Common	370334104
SO	SOUTHERN CO COM	60,497	$2.745M	0.3%	$25.33	+6.4%	Common	842587107
BEN	FRANKLIN RES INC COM	47,386	$2.741M	0.3%	$29.20	+12.1%	Common	354613101
TRV	TRAVELERS COMPANIES INC COM	29,105	$2.738M	0.3%	$62.78	+12.3%	Common	89417E109
—	WELLPOINT INC COM	25,318	$2.724M	0.3%	$83.61	—	Common	94973V107
COF	CAPITAL ONE FINL CORP COM	32,821	$2.711M	0.3%	$63.06	0.0%	Common	14040H105
DE	DEERE & CO COM	29,526	$2.674M	0.3%	$65.96	+12.4%	Common	244199105
GLW	CORNING INC COM	121,595	$2.669M	0.3%	$10.75	+45.8%	Common	219350105
—	CROWN CASTLE INTL CORP COM	35,868	$2.664M	0.3%	$73.26	—	Common	228227104
SYK	STRYKER CORP COM	31,465	$2.653M	0.3%	$59.45	+19.7%	Common	863667101
LYB	LYONDELLBASELL INDUSTRIES N V SHS - A -	27,045	$2.641M	0.3%	$46.24	+12.2%	Common	N53745100
—	SEAGATE TECHNOLOGY PLC SHS	46,078	$2.618M	0.3%	$56.82	—	Common	G7945M107
—	KRAFT FOODS GROUP INC COM	43,185	$2.589M	0.2%	$52.45	—	Common	50076Q106
LVS	LAS VEGAS SANDS CORP COM	33,907	$2.584M	0.2%	$43.41	+24.9%	Common	517834107
PSX	PHILLIPS 66 COM	31,920	$2.567M	0.2%	$37.50	+44.5%	Common	718546104
—	WHITING PETE CORP NEW COM	31,754	$2.548M	0.2%	$59.85	—	Common	966387102
—	DISCOVER FINL SVCS COM	41,052	$2.544M	0.2%	$50.54	—	Common	254709108
—	APACHE CORP COM	24,956	$2.511M	0.2%	$85.13	—	Common	037411105
—	COVIDIEN PLC SHS	27,706	$2.499M	0.2%	$90.20	—	Common	G2554F113
KLAC	KLA-TENCOR CORP COM	34,366	$2.496M	0.2%	$36.71	+15.7%	Common	482480100
GD	GENERAL DYNAMICS CORP COM	21,346	$2.488M	0.2%	$81.95	+8.0%	Common	369550108
—	CAREFUSION CORP COM	55,912	$2.48M	0.2%	$36.90	—	Common	14170T101
AMG	AFFILIATED MANAGERS GROUP COM	12,059	$2.477M	0.2%	$172.22	+8.7%	Common	008252108
—	HCP INC COM	58,912	$2.438M	0.2%	$40.95	—	Common	40414L109
AEP	AMERICAN ELEC PWR INC COM	43,518	$2.427M	0.2%	$29.67	+17.6%	Common	025537101
CMA	COMERICA INC COM	48,007	$2.408M	0.2%	$27.68	+16.0%	Common	200340107
TXN	TEXAS INSTRS INC COM	50,298	$2.404M	0.2%	$27.71	+22.7%	Common	882508104
IP	INTL PAPER CO COM	47,531	$2.399M	0.2%	$26.87	+0.7%	Common	460146103
MAR	MARRIOTT INTL INC NEW CL A	37,433	$2.399M	0.2%	$36.58	+44.6%	Common	571903202
ADM	ARCHER DANIELS MIDLAND CO COM	54,344	$2.397M	0.2%	$26.56	+19.0%	Common	039483102
VLO	VALERO ENERGY CORP NEW COM	47,603	$2.385M	0.2%	$22.41	+58.3%	Common	91913Y100
—	CELGENE CORP COM	27,760	$2.384M	0.2%	$153.04	—	Common	151020104
DTE	DTE ENERGY CO COM	30,358	$2.364M	0.2%	$38.06	+15.2%	Common	233331107
—	NOBLE ENERGY INC COM	30,453	$2.359M	0.2%	$67.00	—	Common	655044105
—	PRECISION CASTPARTS CORP COM	9,334	$2.356M	0.2%	$227.22	—	Common	740189105
AWK	AMERICAN WTR WKS CO INC NEW COM	47,574	$2.353M	0.2%	$33.50	+11.2%	Common	030420103
CMI	CUMMINS INC COM	15,202	$2.346M	0.2%	$89.10	+24.3%	Common	231021106
FITB	FIFTH THIRD BANCORP COM	109,626	$2.341M	0.2%	$12.85	+11.1%	Common	316773100
AMAT	APPLIED MATLS INC COM	101,263	$2.283M	0.2%	$13.53	+30.0%	Common	038222105
MPC	MARATHON PETE CORP COM	28,938	$2.259M	0.2%	$24.39	+27.8%	Common	56585A102
BALL	BALL CORP COM	35,825	$2.246M	0.2%	$19.81	+31.4%	Common	058498106
WY	WEYERHAEUSER CO COM	67,842	$2.245M	0.2%	$18.19	+6.0%	Common	962166104
HP	HELMERICH & PAYNE INC COM	19,204	$2.23M	0.2%	$66.00	+66.0%	Common	423452101
MCO	MOODYS CORP COM	25,387	$2.225M	0.2%	$73.12	0.0%	Common	615369105
—	CALPINE CORP COM NEW	93,170	$2.218M	0.2%	$19.43	—	Common	131347304
LMT	LOCKHEED MARTIN CORP COM	13,792	$2.217M	0.2%	$113.36	+4.4%	Common	539830109
—	AVAGO TECHNOLOGIES LTD SHS	30,194	$2.176M	0.2%	$43.13	—	Common	Y0486S104
BDX	BECTON DICKINSON & CO COM	18,299	$2.165M	0.2%	$80.59	+17.5%	Common	075887109
AFL	AFLAC INC COM	34,014	$2.117M	0.2%	$22.45	+5.5%	Common	001055102
—	LINEAR TECHNOLOGY CORP COM	44,873	$2.112M	0.2%	$47.07	—	Common	535678106
—	YAHOO INC COM	59,947	$2.106M	0.2%	$33.16	—	Common	984332106
BFH	ALLIANCE DATA SYSTEMS CORP COM	7,334	$2.063M	0.2%	$173.82	+1.2%	Common	018581108
ECL	ECOLAB INC COM	18,518	$2.062M	0.2%	$83.23	+13.2%	Common	278865100
LLY	LILLY ELI & CO COM	33,155	$2.061M	0.2%	$48.02	0.0%	Common	532457108
DVN	DEVON ENERGY CORP NEW COM	25,933	$2.059M	0.2%	$38.10	+28.7%	Common	25179M103
GAP	GAP INC DEL COM	48,995	$2.037M	0.2%	$27.18	+0.2%	Common	364760108
HRL	HORMEL FOODS CORP COM	41,030	$2.025M	0.2%	$16.31	+13.1%	Common	440452100
DHI	D R HORTON INC COM	81,894	$2.013M	0.2%	$17.39	+15.7%	Common	23331A109
TEVA	TEVA PHARMACEUTICAL INDS LTD ADR	38,159	$2M	0.2%	$52.41	—	Common	881624209
—	PARTNERRE LTD COM	18,188	$1.986M	0.2%	$93.86	—	Common	G6852T105
—	SENSATA TECHNOLOGIES HLDG BV A SHS	42,358	$1.982M	0.2%	$46.79	—	Common	N7902X106
PVH	PVH CORP COM	16,983	$1.98M	0.2%	$125.04	-2.2%	Common	693656100
TGT	TARGET CORP COM	34,041	$1.973M	0.2%	$47.18	-11.8%	Common	87612E106
—	RAYTHEON CO COM NEW	21,353	$1.97M	0.2%	$97.24	—	Common	755111507
WM	WASTE MGMT INC DEL COM	43,926	$1.965M	0.2%	$32.03	+7.2%	Common	94106L109
FRCB	FIRST REP BK SAN FRAN CALI NEW COM	35,279	$1.94M	0.2%	$49.07	0.0%	Common	33616C100
—	MONSTER BEVERAGE CORP COM	27,135	$1.927M	0.2%	$52.26	—	Common	611740101
STZ	CONSTELLATION BRANDS INC CL A	21,864	$1.927M	0.2%	$51.15	+38.1%	Common	21036P108
GWW	GRAINGER W W INC COM	7,533	$1.915M	0.2%	$212.81	-0.7%	Common	384802104
KR	KROGER CO COM	38,564	$1.906M	0.2%	$16.23	+15.1%	Common	501044101
CTAS	CINTAS CORP COM	29,740	$1.89M	0.2%	$10.43	+26.5%	Common	172908105
NUE	NUCOR CORP COM	38,204	$1.882M	0.2%	$34.54	+11.9%	Common	670346105
—	ALLERGAN INC COM	11,115	$1.881M	0.2%	$169.23	—	Common	018490102
CHD	CHURCH & DWIGHT INC COM	26,778	$1.873M	0.2%	$28.19	+4.1%	Common	171340102
EXC	EXELON CORP COM	51,219	$1.868M	0.2%	$14.03	+20.2%	Common	30161N101
BF/B	BROWN FORMAN CORP CL B	19,830	$1.867M	0.2%	$24.72	+21.1%	Common	115637209
WHR	WHIRLPOOL CORP COM	13,324	$1.855M	0.2%	$134.14	+9.4%	Common	963320106
RCL	ROYAL CARIBBEAN CRUISES LTD COM	33,074	$1.839M	0.2%	$31.90	+46.4%	Common	V7780T103
—	TORCHMARK CORP COM	22,374	$1.833M	0.2%	$81.93	—	Common	891027104
KMX	CARMAX INC COM	34,990	$1.82M	0.2%	$48.92	-7.2%	Common	143130102
—	TIFFANY & CO NEW COM	17,901	$1.795M	0.2%	$76.61	—	Common	886547108
—	DISH NETWORK CORP CL A	27,552	$1.793M	0.2%	$65.08	—	Common	25470M109
—	JUNIPER NETWORKS INC COM	72,357	$1.776M	0.2%	$19.87	—	Common	48203R104
NSC	NORFOLK SOUTHERN CORP COM	17,150	$1.767M	0.2%	$76.02	0.0%	Common	655844108
DLTR	DOLLAR TREE INC COM	32,194	$1.753M	0.2%	$53.99	-2.6%	Common	256746108
CF	CF INDS HLDGS INC COM	7,248	$1.743M	0.2%	$35.53	0.0%	Common	125269100
NVDA	NVIDIA CORP COM	92,799	$1.72M	0.2%	$0.35	+27.5%	Common	67066G104
—	L-3 COMMUNICATIONS HLDGS INC COM	14,188	$1.713M	0.2%	$106.85	—	Common	502424104
—	TE CONNECTIVITY LTD REG SHS	27,595	$1.706M	0.2%	$61.82	—	Common	H84989104
HST	HOST HOTELS & RESORTS INC COM	76,993	$1.695M	0.2%	$11.32	+18.9%	Common	44107P104
TSCO	TRACTOR SUPPLY CO COM	27,621	$1.668M	0.2%	$11.13	-0.3%	Common	892356106
OMC	OMNICOM GROUP INC COM	23,184	$1.651M	0.2%	$42.52	+11.4%	Common	681919106
KMB	KIMBERLY CLARK CORP COM	14,592	$1.623M	0.2%	$71.75	0.0%	Common	494368103
STT	STATE STR CORP COM	23,967	$1.612M	0.2%	$49.26	-2.8%	Common	857477103
FLR	FLUOR CORP COM	20,842	$1.603M	0.2%	$57.29	+18.5%	Common	343412102
LUV	SOUTHWEST AIRLS CO COM	59,367	$1.595M	0.2%	$11.89	+86.3%	Common	844741108
IBN	ICICI BK LTD ADR	31,880	$1.591M	0.2%	$36.58	—	Common	45104G104
POR	PORTLAND GEN ELEC CO COM NEW	45,298	$1.57M	0.2%	$19.05	+13.5%	Common	736508847
DOV	DOVER CORP COM	17,179	$1.562M	0.1%	$49.28	+15.2%	Common	260003108
PEG	PUBLIC SVC ENTERPRISE GROUP COM	37,031	$1.51M	0.1%	$22.69	+13.6%	Common	744573106
—	STARWOOD HOTELS&RESORTS WRLDWD COM	18,535	$1.498M	0.1%	$66.44	—	Common	85590A401
—	SCRIPPS NETWORKS INTERACT INC CL A COM	18,343	$1.488M	0.1%	$78.12	—	Common	811065101
TSN	TYSON FOODS INC CL A	38,141	$1.432M	0.1%	$26.87	+15.2%	Common	902494103
MAN	MANPOWERGROUP INC COM	16,754	$1.422M	0.1%	$81.06	+0.4%	Common	56418H100
AME	AMETEK INC NEW COM	26,651	$1.393M	0.1%	$44.53	+9.1%	Common	031100100
—	ENERGIZER HLDGS INC COM	11,161	$1.362M	0.1%	$91.14	—	Common	29266R108
—	L BRANDS INC COM	23,125	$1.357M	0.1%	$61.11	—	Common	501797104
—	VMWARE INC CL A COM	13,990	$1.354M	0.1%	$96.78	—	Common	928563402
—	VARIAN MED SYS INC COM	16,131	$1.341M	0.1%	$74.73	—	Common	92220P105
JLL	JONES LANG LASALLE INC COM	10,341	$1.307M	0.1%	$86.03	+35.8%	Common	48020Q107
—	XILINX INC COM	26,898	$1.273M	0.1%	$46.86	—	Common	983919101
SRE	SEMPRA ENERGY COM	11,999	$1.256M	0.1%	$28.99	+19.4%	Common	816851109
ICE	INTERCONTINENTALEXCHANGE GROUP COM	6,527	$1.233M	0.1%	$35.28	-4.8%	Common	45866F104
—	ALEXION PHARMACEUTICALS INC COM	7,878	$1.231M	0.1%	$156.26	—	Common	015351109
YUM	YUM BRANDS INC COM	15,109	$1.227M	0.1%	$44.64	0.0%	Common	988498101
REGN	REGENERON PHARMACEUTICALS COM	4,318	$1.22M	0.1%	$286.03	+3.0%	Common	75886F107
—	PIONEER NAT RES CO COM	5,301	$1.218M	0.1%	$229.77	—	Common	723787107
SCHW	SCHWAB CHARLES CORP NEW COM	45,126	$1.215M	0.1%	$22.85	0.0%	Common	808513105
—	SUNTRUST BKS INC COM	29,799	$1.194M	0.1%	$40.07	—	Common	867914103
CME	CME GROUP INC COM	16,775	$1.19M	0.1%	$44.25	+0.4%	Common	12572Q105
ALB	ALBEMARLE CORP COM	16,640	$1.19M	0.1%	$52.42	+10.2%	Common	012653101
—	ULTRA PETROLEUM CORP COM	39,863	$1.184M	0.1%	$20.58	—	Common	903914109
SYY	SYSCO CORP COM	31,570	$1.182M	0.1%	$23.98	+12.2%	Common	871829107
—	QUESTAR CORP COM	47,617	$1.181M	0.1%	$22.49	—	Common	748356102
—	DIRECTV COM	13,895	$1.181M	0.1%	$84.99	—	Common	25490A309
—	ROWAN COMPANIES PLC SHS CL A	36,857	$1.177M	0.1%	$36.71	—	Common	G7665A101
—	NOBLE CORP PLC SHS USD	34,318	$1.152M	0.1%	$37.46	—	Common	G65431101
NEM	NEWMONT MINING CORP COM	45,077	$1.147M	0.1%	$22.61	-17.0%	Common	651639106
HDB	HDFC BANK LTD ADR REPS 3 SHS	24,380	$1.141M	0.1%	$32.57	—	Common	40415F101
—	PETSMART INC COM	18,864	$1.128M	0.1%	$76.27	—	Common	716768106
PCG	PG&E CORP COM	23,130	$1.111M	0.1%	$36.99	+7.7%	Common	69331C108
A	AGILENT TECHNOLOGIES INC COM	18,895	$1.085M	0.1%	$37.33	-2.3%	Common	00846U101
VFC	V F CORP COM	16,029	$1.01M	0.1%	$56.33	+3.2%	Common	918204108
HCA	HCA HOLDINGS INC COM	17,849	$1.006M	0.1%	$46.61	+5.2%	Common	40412C101
—	INGERSOLL-RAND PLC SHS	16,080	$1.005M	0.1%	$61.61	—	Common	G47791101
—	KELLOGG CO COM	15,108	$993K	0.1%	$38.82	+7.6%	Common	487836108
—	AETNA INC NEW COM	11,273	$914K	0.1%	$74.98	—	Common	00817Y108
—	ANNALY CAP MGMT INC COM	76,409	$873K	0.1%	$11.58	—	Common	035710409
—	FRONTIER COMMUNICATIONS CORP COM	144,261	$842K	0.1%	$4.17	—	Common	35906A108
—	TATA MTRS LTD SPONSORED ADR	21,250	$830K	0.1%	$26.63	—	Common	876568502
CCL	CARNIVAL CORP PAIRED CTF	21,386	$805K	0.1%	$29.88	+8.8%	Common	143658300
HAS	HASBRO INC COM	15,086	$800K	0.1%	$35.99	+2.9%	Common	418056107
MU	MICRON TECHNOLOGY INC COM	23,852	$786K	0.1%	$18.97	+40.3%	Common	595112103
—	RED HAT INC COM	12,725	$703K	0.1%	$46.14	—	Common	756577102
—	WHOLE FOODS MKT INC COM	18,162	$702K	0.1%	$58.51	—	Common	966837106
INFY	INFOSYS LTD SPONSORED ADR	11,200	$602K	0.1%	$56.60	—	Common	456788108
TSLA	TESLA MTRS INC COM	2,390	$574K	0.1%	$13.95	0.0%	Common	88160R101
RDY	DR REDDYS LABS LTD ADR	12,700	$548K	0.1%	$37.98	—	Common	256135203
SWKS	SKYWORKS SOLUTIONS INC COM	11,253	$528K	0.1%	$19.41	+73.6%	Common	83088M102
DNOW	NOW INC COM	9,856	$357K	0.0%	$33.70	0.0%	Common	67011P100
AGCO	AGCO CORP COM	4,945	$278K	0.0%	$44.50	-2.1%	Common	001084102
—	WASHINGTON PRIME GROUP INC COM	12,316	$231K	0.0%	$18.76	—	Common	939647103
—	TIME INC NEW COM	6,032	$146K	0.0%	$24.20	—	Common	887228104
AOS	SMITH A O COM	2,874	$142K	0.0%	$19.99	0.0%	Common	831865209