Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PFG	PRINCIPAL FINL GROUP INC	18,137,000	$916M	23.7%	$23.49	+31.8%	COM	74251V102
SPY	SPDR S&P 500 ETF TR	1,435,060	$281M	7.3%	$160.01	—	TR UNIT	78462F103
MRSH	MARSH & MCLENNAN COS INC	5,245,400	$272M	7.0%	$31.19	+29.9%	COM	571748102
PRU	PRUDENTIAL FINL INC	2,596,385	$230M	6.0%	$38.68	+32.8%	COM	744320102
IVV	ISHARES	1,140,500	$225M	5.8%	$181.26	—	CORE S&P500 ETF	464287200
DVY	ISHARES	2,653,500	$204M	5.3%	$64.01	—	SELECT DIVID ETF	464287168
HDV	ISHARES TR	1,642,700	$124M	3.2%	$66.35	—	HIGH DIVIDND ETF	46429B663
EWA	ISHARES	2,935,100	$76.69M	2.0%	$22.58	—	MSCI AUST ETF	464286103
—	ISHARES	4,056,342	$64.09M	1.7%	$13.30	—	MSCI TAIWAN ETF	464286731
VZ	VERIZON COMMUNICATIONS INC	1,253,667	$61.34M	1.6%	$26.63	+0.6%	COM	92343V104
EEM	ISHARES	1,394,200	$60.27M	1.6%	$40.09	—	MSCI EMG MKT ETF	464287234
VWO	VANGUARD INTL EQUITY INDEX F	1,275,000	$54.99M	1.4%	$38.78	—	FTSE EMR MKT ETF	922042858
EWY	ISHARES	827,882	$53.83M	1.4%	$53.20	—	MSCI STH KOR ETF	464286772
JNJ	JOHNSON & JOHNSON	425,955	$44.56M	1.2%	$59.66	+22.6%	COM	478160104
MRK	MERCK & CO INC NEW	730,561	$42.26M	1.1%	$30.02	+26.5%	COM	58933Y105
PFE	PFIZER INC	1,332,533	$39.55M	1.0%	$16.46	+6.6%	COM	717081103
EWZ	ISHARES	799,400	$38.2M	1.0%	$43.86	—	MSCI BRZ CAP ETF	464286400
VOO	VANGUARD INDEX FDS	198,400	$35.6M	0.9%	$179.43	—	S&P 500 ETF SHS	922908363
CL	COLGATE PALMOLIVE CO	463,423	$31.6M	0.8%	$44.38	+15.4%	COM	194162103
PG	PROCTER & GAMBLE CO	400,326	$31.46M	0.8%	$55.00	+6.0%	COM	742718109
KO	COCA COLA CO	712,062	$30.16M	0.8%	$27.85	+0.9%	COM	191216100
FXI	ISHARES	795,800	$29.48M	0.8%	$32.52	—	CHINA LG-CAP ETF	464287184
AAPL	APPLE INC	301,444	$28.01M	0.7%	$17.83	+4.6%	COM	037833100
USMV	ISHARES TR	626,772	$23.33M	0.6%	$33.18	—	USA MIN VOL ETF	46429B697
EPI	WISDOMTREE TR	999,938	$22.47M	0.6%	$17.86	—	INDIA ERNGS FD	97717W422
VNQ	VANGUARD INDEX FDS	286,992	$21.48M	0.6%	$69.38	—	REIT ETF	922908553
XOM	EXXON MOBIL CORP	203,835	$20.52M	0.5%	$53.69	+15.2%	COM	30231G102
ABBV	ABBVIE INC	339,246	$19.15M	0.5%	$26.55	+24.2%	COM	00287Y109
MSFT	MICROSOFT CORP	386,227	$16.11M	0.4%	$26.70	+27.2%	COM	594918104
ABT	ABBOTT LABS	337,986	$13.82M	0.4%	$28.89	+9.0%	COM	002824100
WFC	WELLS FARGO & CO NEW	234,102	$12.3M	0.3%	$27.36	+32.7%	COM	949746101
—	GENERAL ELECTRIC CO	454,152	$11.94M	0.3%	$23.19	—	COM	369604103
CVX	CHEVRON CORP NEW	85,877	$11.21M	0.3%	$71.30	+6.5%	COM	166764100
JPM	JPMORGAN CHASE & CO	180,282	$10.39M	0.3%	$36.24	+13.7%	COM	46625H100
SLB	SCHLUMBERGER LTD	77,881	$9.186M	0.2%	$54.36	+37.7%	COM	806857108
—	GOOGLE INC	14,729	$8.473M	0.2%	$575.26	—	CL C	38259P706
T	AT&T INC	229,670	$8.121M	0.2%	$11.40	+3.3%	COM	00206R102
—	GOOGLE INC	13,801	$8.069M	0.2%	$880.37	—	CL A	38259P508
BAC	BANK OF AMERICA CORPORATION	520,208	$7.996M	0.2%	$10.03	+22.1%	COM	060505104
IBM	INTERNATIONAL BUSINESS MACHS	41,363	$7.498M	0.2%	$118.94	-5.6%	COM	459200101
PM	PHILIP MORRIS INTL INC	85,666	$7.223M	0.2%	$49.78	-3.1%	COM	718172109
ORCL	ORACLE CORP	175,150	$7.099M	0.2%	$27.58	+25.7%	COM	68389X105
GILD	GILEAD SCIENCES INC	83,366	$6.912M	0.2%	$36.21	+49.3%	COM	375558103
QCOM	QUALCOMM INC	87,196	$6.906M	0.2%	$45.37	+26.3%	COM	747525103
C	CITIGROUP INC	145,340	$6.846M	0.2%	$35.80	-1.1%	COM NEW	172967424
CSCO	CISCO SYS INC	274,881	$6.831M	0.2%	$15.30	+8.8%	COM	17275R102
AMZN	AMAZON COM INC	20,791	$6.753M	0.2%	$13.40	+18.0%	COM	023135106
CMCSA	COMCAST CORP NEW	125,228	$6.722M	0.2%	$15.62	+26.6%	CL A	20030N101
DIS	DISNEY WALT CO	77,764	$6.667M	0.2%	$56.11	+30.9%	COM DISNEY	254687106
HD	HOME DEPOT INC	80,009	$6.478M	0.2%	$56.05	+7.2%	COM	437076102
CVS	CVS CAREMARK CORPORATION	85,666	$6.457M	0.2%	$43.08	+27.4%	COM	126650100
META	FACEBOOK INC	95,671	$6.438M	0.2%	$31.26	+95.4%	CL A	30303M102
INTC	INTEL CORP	202,594	$6.26M	0.2%	$17.18	+20.4%	COM	458140100
PEP	PEPSICO INC	66,849	$5.972M	0.2%	$56.12	+8.6%	COM	713448108
MA	MASTERCARD INC	73,199	$5.378M	0.1%	$70.90	-2.3%	CL A	57636Q104
AIG	AMERICAN INTL GROUP INC	96,732	$5.28M	0.1%	$34.06	+18.6%	COM NEW	026874784
—	DOW CHEM CO	101,858	$5.242M	0.1%	$32.92	—	COM	260543103
BRK/B	BERKSHIRE HATHAWAY INC DEL	40,690	$5.15M	0.1%	$111.27	+13.7%	CL B NEW	084670702
TMO	THERMO FISHER SCIENTIFIC INC	42,987	$5.072M	0.1%	$81.75	+38.8%	COM	883556102
OXY	OCCIDENTAL PETE CORP DEL	48,916	$5.02M	0.1%	$58.74	+12.7%	COM	674599105
V	VISA INC	23,509	$4.954M	0.1%	$40.13	+20.0%	COM CL A	92826C839
—	UNITED TECHNOLOGIES CORP	41,454	$4.786M	0.1%	$94.23	—	COM	913017109
COF	CAPITAL ONE FINL CORP	55,644	$4.596M	0.1%	$51.34	+22.8%	COM	14040H105
EOG	EOG RES INC	37,974	$4.438M	0.1%	$60.24	+27.3%	COM	26875P101
MS	MORGAN STANLEY	136,827	$4.424M	0.1%	$17.77	+27.8%	COM NEW	617446448
UNH	UNITEDHEALTH GROUP INC	54,116	$4.424M	0.1%	$51.43	+26.7%	COM	91324P102
AXP	AMERICAN EXPRESS CO	45,705	$4.336M	0.1%	$59.62	+28.1%	COM	025816109
WMT	WAL-MART STORES INC	57,303	$4.302M	0.1%	$19.98	+2.7%	COM	931142103
COP	CONOCOPHILLIPS	50,116	$4.296M	0.1%	$40.92	+30.4%	COM	20825C104
BA	BOEING CO	33,723	$4.291M	0.1%	$81.42	+38.3%	COM	097023105
—	TYCO INTERNATIONAL LTD	92,128	$4.201M	0.1%	$35.22	—	SHS	H89128104
UNP	UNION PAC CORP	42,097	$4.199M	0.1%	$66.53	+12.4%	COM	907818108
MO	ALTRIA GROUP INC	99,140	$4.158M	0.1%	$16.47	+16.5%	COM	02209S103
MCD	MCDONALDS CORP	41,205	$4.151M	0.1%	$71.80	+4.2%	COM	580135101
MMM	3M CO	28,732	$4.116M	0.1%	$61.26	+32.3%	COM	88579Y101
HAL	HALLIBURTON CO	57,097	$4.054M	0.1%	$33.84	+52.1%	COM	406216101
AMGN	AMGEN INC	33,674	$3.986M	0.1%	$73.34	+13.7%	COM	031162100
CMI	CUMMINS INC	25,280	$3.9M	0.1%	$89.07	+24.3%	COM	231021106
BMY	BRISTOL MYERS SQUIBB CO	79,441	$3.854M	0.1%	$29.22	+14.6%	COM	110122108
—	MONSANTO CO NEW	30,797	$3.842M	0.1%	$100.27	—	COM	61166W101
LVS	LAS VEGAS SANDS CORP	49,841	$3.799M	0.1%	$46.92	+15.6%	COM	517834107
—	TIME WARNER INC	53,616	$3.767M	0.1%	$58.18	—	COM NEW	887317303
—	PRECISION CASTPARTS CORP	14,919	$3.766M	0.1%	$233.67	—	COM	740189105
BIIB	BIOGEN IDEC INC	11,865	$3.741M	0.1%	$218.46	+37.8%	COM	09062X103
GS	GOLDMAN SACHS GROUP INC	22,191	$3.716M	0.1%	$120.50	+6.8%	COM	38141G104
USB	US BANCORP DEL	85,355	$3.698M	0.1%	$22.41	+24.6%	COM NEW	902973304
CAT	CATERPILLAR INC DEL	33,549	$3.646M	0.1%	$61.55	+26.8%	COM	149123101
—	MEDTRONIC INC	56,825	$3.623M	0.1%	$52.29	—	COM	585055106
NKE	NIKE INC	46,394	$3.598M	0.1%	$26.89	+19.5%	CL B	654106103
HON	HONEYWELL INTL INC	38,673	$3.595M	0.1%	$54.07	+21.5%	COM	438516106
—	WALGREEN CO	48,369	$3.586M	0.1%	$46.07	—	COM	931422109
—	TWENTY FIRST CENTY FOX INC	101,900	$3.582M	0.1%	$33.53	—	CL A	90130A101
—	COVIDIEN PLC	39,027	$3.519M	0.1%	$64.81	—	SHS	G2554F113
—	YAHOO INC	99,748	$3.504M	0.1%	$26.78	—	COM	984332106
MDLZ	MONDELEZ INTL INC	92,755	$3.489M	0.1%	$23.47	+20.6%	CL A	609207105
PNC	PNC FINL SVCS GROUP INC	39,042	$3.477M	0.1%	$48.09	+24.3%	COM	693475105
TXN	TEXAS INSTRS INC	72,225	$3.452M	0.1%	$25.71	+32.2%	COM	882508104
—	PRICELINE GRP INC	2,869	$3.451M	0.1%	$840.01	—	COM NEW	741503403
—	DU PONT E I DE NEMOURS & CO	52,375	$3.427M	0.1%	$53.81	—	COM	263534109
YUM	YUM BRANDS INC	41,495	$3.369M	0.1%	$40.14	+11.2%	COM	988498101
—	PRAXAIR INC	25,306	$3.362M	0.1%	$115.34	—	COM	74005P104
—	ANADARKO PETE CORP	30,513	$3.34M	0.1%	$85.94	—	COM	032511107
CHD	CHURCH & DWIGHT INC	47,679	$3.335M	0.1%	$27.07	+8.4%	COM	171340102
PCAR	PACCAR INC	53,051	$3.333M	0.1%	$22.62	+22.2%	COM	693718108
WMB	WILLIAMS COS INC DEL	57,229	$3.331M	0.1%	$18.47	+30.9%	COM	969457100
EBAY	EBAY INC	66,493	$3.329M	0.1%	$20.16	-3.8%	COM	278642103
BK	BANK NEW YORK MELLON CORP	88,620	$3.321M	0.1%	$21.41	+21.8%	COM	064058100
—	INTEGRYS ENERGY GROUP INC	46,632	$3.317M	0.1%	$59.28	—	COM	45822P105
ADP	AUTOMATIC DATA PROCESSING IN	41,743	$3.309M	0.1%	$45.57	+16.0%	COM	053015103
MET	METLIFE INC	58,655	$3.259M	0.1%	$24.43	+30.3%	COM	59156R108
AMAT	APPLIED MATLS INC	142,290	$3.209M	0.1%	$13.38	+31.4%	COM	038222105
PPG	PPG INDS INC	15,147	$3.183M	0.1%	$61.17	+32.3%	COM	693506107
—	HEWLETT PACKARD CO	93,612	$3.153M	0.1%	$25.72	—	COM	428236103
MCK	MCKESSON CORP	16,935	$3.153M	0.1%	$106.55	+53.2%	COM	58155Q103
TROW	PRICE T ROWE GROUP INC	37,335	$3.151M	0.1%	$48.13	+10.5%	COM	74144T108
FCX	FREEPORT-MCMORAN COPPER & GO	86,224	$3.147M	0.1%	$24.88	+18.8%	COM	35671D857
MU	MICRON TECHNOLOGY INC	95,459	$3.145M	0.1%	$15.77	+68.7%	COM	595112103
SBUX	STARBUCKS CORP	40,420	$3.128M	0.1%	$24.46	+18.0%	COM	855244109
F	FORD MTR CO DEL	180,844	$3.118M	0.1%	$7.61	+16.6%	COM PAR $0.01	345370860
—	PIONEER NAT RES CO	13,498	$3.102M	0.1%	$158.37	—	COM	723787107
EMR	EMERSON ELEC CO	46,394	$3.079M	0.1%	$40.30	+21.9%	COM	291011104
LYB	LYONDELLBASELL INDUSTRIES N	31,462	$3.072M	0.1%	$51.88	0.0%	SHS - A -	N53745100
ITW	ILLINOIS TOOL WKS INC	35,089	$3.072M	0.1%	$50.55	+29.5%	COM	452308109
BDX	BECTON DICKINSON & CO	25,959	$3.071M	0.1%	$78.23	+21.1%	COM	075887109
—	EXPRESS SCRIPTS HLDG CO	43,995	$3.05M	0.1%	$61.79	—	COM	30219G108
CMS	CMS ENERGY CORP	97,275	$3.03M	0.1%	$18.97	+10.6%	COM	125896100
LOW	LOWES COS INC	62,564	$3.002M	0.1%	$32.66	+15.9%	COM	548661107
UPS	UNITED PARCEL SERVICE INC	28,686	$2.945M	0.1%	$55.97	+19.0%	CL B	911312106
ECL	ECOLAB INC	26,455	$2.945M	0.1%	$73.88	+27.6%	COM	278865100
LLY	LILLY ELI & CO	47,307	$2.941M	0.1%	$42.29	+13.6%	COM	532457108
AMG	AFFILIATED MANAGERS GROUP	14,281	$2.933M	0.1%	$154.18	+21.4%	COM	008252108
MAR	MARRIOTT INTL INC NEW	45,648	$2.926M	0.1%	$36.65	+44.3%	CL A	571903202
—	SPECTRA ENERGY CORP	68,303	$2.902M	0.1%	$35.01	—	COM	847560109
PSX	PHILLIPS 66	36,058	$2.9M	0.1%	$41.78	+29.7%	COM	718546104
COST	COSTCO WHSL CORP NEW	25,169	$2.898M	0.1%	$87.13	+5.4%	COM	22160K105
BALL	BALL CORP	46,241	$2.898M	0.1%	$20.13	+29.3%	COM	058498106
—	LINEAR TECHNOLOGY CORP	61,263	$2.884M	0.1%	$37.42	—	COM	535678106
—	SUNTRUST BKS INC	71,916	$2.881M	0.1%	$32.40	—	COM	867914103
ACN	ACCENTURE PLC IRELAND	35,644	$2.881M	0.1%	$63.38	+4.3%	SHS CLASS A	G1151C101
—	DIRECTV	33,661	$2.862M	0.1%	$61.63	—	COM	25490A309
ETN	EATON CORP PLC	36,983	$2.854M	0.1%	$47.25	+19.1%	SHS	G29183103
DHR	DANAHER CORP DEL	36,245	$2.854M	0.1%	$25.01	+24.4%	COM	235851102
—	NOBLE ENERGY INC	36,573	$2.833M	0.1%	$60.30	—	COM	655044105
—	KRAFT FOODS GROUP INC	47,181	$2.829M	0.1%	$55.99	—	COM	50076Q106
GM	GENERAL MTRS CO	77,878	$2.827M	0.1%	$26.71	-1.6%	COM	37045V100
CLX	CLOROX CO DEL	30,900	$2.824M	0.1%	$60.35	+6.9%	COM	189054109
—	CBS CORP NEW	45,196	$2.808M	0.1%	$50.28	—	CL B	124857202
—	E M C CORP MASS	106,439	$2.804M	0.1%	$23.72	—	COM	268648102
—	PEPCO HOLDINGS INC	101,526	$2.79M	0.1%	$20.13	—	COM	713291102
ROP	ROPER INDS INC NEW	19,043	$2.78M	0.1%	$113.76	+14.3%	COM	776696106
—	ALLERGAN INC	16,287	$2.756M	0.1%	$84.23	—	COM	018490102
TJX	TJX COS INC NEW	51,740	$2.75M	0.1%	$20.93	+16.2%	COM	872540109
PGR	PROGRESSIVE CORP OHIO	108,238	$2.745M	0.1%	$17.12	+3.8%	COM	743315103
ADBE	ADOBE SYS INC	37,694	$2.728M	0.1%	$45.95	+40.4%	COM	00724F101
CSX	CSX CORP	87,879	$2.708M	0.1%	$6.78	+19.4%	COM	126408103
DUK	DUKE ENERGY CORP NEW	36,446	$2.704M	0.1%	$42.27	+5.2%	COM NEW	26441C204
FISV	FISERV INC	44,776	$2.701M	0.1%	$24.45	+21.2%	COM	337738108
TEVA	TEVA PHARMACEUTICAL INDS LTD	51,443	$2.697M	0.1%	$39.20	—	ADR	881624209
—	NATIONAL OILWELL VARCO INC	32,642	$2.688M	0.1%	$69.53	—	COM	637071101
—	JOHNSON CTLS INC	53,840	$2.688M	0.1%	$37.49	—	COM	478366107
FDX	FEDEX CORP	17,707	$2.68M	0.1%	$81.95	+44.6%	COM	31428X106
PH	PARKER HANNIFIN CORP	21,271	$2.674M	0.1%	$75.97	+35.2%	COM	701094104
—	STERICYCLE INC	22,524	$2.667M	0.1%	$110.92	—	COM	858912108
—	VIACOM INC NEW	30,701	$2.663M	0.1%	$69.66	—	CL B	92553P201
SCHW	SCHWAB CHARLES CORP NEW	97,519	$2.626M	0.1%	$22.85	0.0%	COM	808513105
NSC	NORFOLK SOUTHERN CORP	25,463	$2.623M	0.1%	$59.17	+28.5%	COM	655844108
OMC	OMNICOM GROUP INC	36,757	$2.618M	0.1%	$40.77	+16.2%	COM	681919106
DVN	DEVON ENERGY CORP NEW	32,812	$2.605M	0.1%	$38.00	+29.0%	COM	25179M103
PAYX	PAYCHEX INC	62,593	$2.601M	0.1%	$25.06	+14.9%	COM	704326107
—	BB&T CORP	65,786	$2.594M	0.1%	$33.92	—	COM	054937107
—	ACTAVIS PLC	11,592	$2.586M	0.1%	$168.01	—	SHS	G0083B108
ALV	AUTOLIV INC	24,169	$2.576M	0.1%	$40.58	+41.0%	COM	052800109
—	LIBERTY GLOBAL PLC	60,701	$2.568M	0.1%	$41.55	—	SHS CL C	G5480U120
—	TIME WARNER CABLE INC	17,225	$2.537M	0.1%	$112.46	—	COM	88732J207
GIS	GENERAL MLS INC	48,248	$2.535M	0.1%	$32.06	+11.6%	COM	370334104
—	INGERSOLL-RAND PLC	40,454	$2.529M	0.1%	$56.61	—	SHS	G47791101
—	BAKER HUGHES INC	33,851	$2.52M	0.1%	$46.12	—	COM	057224107
DOV	DOVER CORP	27,669	$2.516M	0.1%	$40.78	+39.2%	COM	260003108
—	TE CONNECTIVITY LTD	40,307	$2.493M	0.1%	$45.54	—	REG SHS	H84989104
MDU	MDU RES GROUP INC	70,847	$2.487M	0.1%	$6.58	+39.1%	COM	552690109
—	HESS CORP	25,097	$2.482M	0.1%	$69.07	—	COM	42809H107
—	MARATHON OIL CORP	62,178	$2.482M	0.1%	$34.95	—	COM	565849106
GPC	GENUINE PARTS CO	28,218	$2.478M	0.1%	$54.34	+13.4%	COM	372460105
BAX	BAXTER INTL INC	34,101	$2.466M	0.1%	$30.60	+6.9%	COM	071813109
AFL	AFLAC INC	39,590	$2.464M	0.1%	$20.41	+16.0%	COM	001055102
—	STARWOOD HOTELS&RESORTS WRLD	30,467	$2.462M	0.1%	$64.25	—	COM	85590A401
WM	WASTE MGMT INC DEL	53,567	$2.396M	0.1%	$31.02	+10.6%	COM	94106L109
IVZ	INVESCO LTD	63,442	$2.395M	0.1%	$18.88	+16.2%	SHS	G491BT108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	48,520	$2.373M	0.1%	$35.40	+22.1%	CL A	192446102
MSI	MOTOROLA SOLUTIONS INC	35,557	$2.367M	0.1%	$47.92	+13.3%	COM NEW	620076307
—	SBA COMMUNICATIONS CORP	23,105	$2.364M	0.1%	$76.49	—	COM	78388J106
INTU	INTUIT	29,328	$2.362M	0.1%	$54.79	+28.0%	COM	461202103
ADM	ARCHER DANIELS MIDLAND CO	53,491	$2.359M	0.1%	$23.37	+35.3%	COM	039483102
—	APACHE CORP	23,435	$2.358M	0.1%	$83.83	—	COM	037411105
AZO	AUTOZONE INC	4,389	$2.354M	0.1%	$420.44	+25.8%	COM	053332102
—	AETNA INC NEW	28,583	$2.318M	0.1%	$63.74	—	COM	00817Y108
KMB	KIMBERLY CLARK CORP	20,802	$2.314M	0.1%	$63.17	+13.6%	COM	494368103
ZBH	ZIMMER HLDGS INC	22,149	$2.3M	0.1%	$69.59	+27.4%	COM	98956P102
STT	STATE STR CORP	33,589	$2.259M	0.1%	$45.10	+6.2%	COM	857477103
—	EATON VANCE CORP	59,188	$2.237M	0.1%	$37.68	—	COM NON VTG	278265103
M	MACYS INC	38,465	$2.232M	0.1%	$47.27	+22.8%	COM	55616P104
NUE	NUCOR CORP	45,058	$2.219M	0.1%	$33.31	+16.0%	COM	670346105
DE	DEERE & CO	24,413	$2.211M	0.1%	$68.08	+8.9%	COM	244199105
—	CIGNA CORPORATION	23,932	$2.201M	0.1%	$72.50	—	COM	125509109
CRM	SALESFORCE COM INC	37,694	$2.189M	0.1%	$41.29	+29.3%	COM	79466L302
—	ST JUDE MED INC	31,232	$2.163M	0.1%	$45.64	—	COM	790849103
TGT	TARGET CORP	37,002	$2.144M	0.1%	$47.85	-13.0%	COM	87612E106
ETR	ENTERGY CORP NEW	25,440	$2.088M	0.1%	$20.45	+14.6%	COM	29364G103
A	AGILENT TECHNOLOGIES INC	36,092	$2.073M	0.1%	$28.43	+28.4%	COM	00846U101
GLW	CORNING INC	93,679	$2.056M	0.1%	$12.30	+27.4%	COM	219350105
IP	INTL PAPER CO	40,712	$2.055M	0.1%	$25.91	+4.4%	COM	460146103
MKC	MCCORMICK & CO INC	28,527	$2.042M	0.1%	$28.19	+1.3%	COM NON VTG	579780206
—	WELLPOINT INC	18,765	$2.019M	0.1%	$81.83	—	COM	94973V107
THD	ISHARES	25,948	$2.003M	0.1%	$78.44	—	MSCI THI CAP ETF	464286624
FLR	FLUOR CORP NEW	25,613	$1.97M	0.1%	$55.44	+22.4%	COM	343412102
—	DISCOVERY COMMUNICATNS NEW	26,441	$1.964M	0.1%	$77.01	—	COM SER A	25470F104
EXPD	EXPEDITORS INTL WASH INC	44,246	$1.954M	0.1%	$31.69	+16.6%	COM	302130109
APH	AMPHENOL CORP NEW	19,687	$1.897M	0.0%	$8.53	+25.2%	CL A	032095101
—	CELGENE CORP	21,873	$1.878M	0.0%	$119.95	—	COM	151020104
—	FOREST LABS INC	18,576	$1.839M	0.0%	$92.28	—	COM	345838106
AMP	AMERIPRISE FINL INC	15,315	$1.838M	0.0%	$70.75	+23.8%	COM	03076C106
—	ALEXION PHARMACEUTICALS INC	11,728	$1.833M	0.0%	$97.82	—	COM	015351109
—	FMC TECHNOLOGIES INC	29,557	$1.805M	0.0%	$55.67	—	COM	30249U101
CAG	CONAGRA FOODS INC	60,710	$1.802M	0.0%	$17.69	-7.8%	COM	205887102
—	BROADCOM CORP	48,000	$1.782M	0.0%	$33.72	—	CL A	111320107
EXC	EXELON CORP	48,651	$1.775M	0.0%	$15.41	+9.5%	COM	30161N101
VLO	VALERO ENERGY CORP NEW	35,134	$1.76M	0.0%	$24.01	+47.8%	COM	91913Y100
PRGO	PERRIGO CO PLC	11,775	$1.716M	0.0%	$157.17	-9.9%	SHS	G97822103
KMI	KINDER MORGAN INC DEL	47,080	$1.707M	0.0%	$20.65	-8.9%	COM	49456B101
ROST	ROSS STORES INC	25,669	$1.697M	0.0%	$30.22	+1.3%	COM	778296103
SWK	STANLEY BLACK & DECKER INC	19,125	$1.68M	0.0%	$57.26	+10.9%	COM	854502101
MPC	MARATHON PETE CORP	21,101	$1.647M	0.0%	$27.59	+13.0%	COM	56585A102
ILMN	ILLUMINA INC	9,158	$1.635M	0.0%	$147.09	+1.4%	COM	452327109
NFLX	NETFLIX INC	3,469	$1.528M	0.0%	$4.05	+33.6%	COM	64110L106
—	L BRANDS INC	25,993	$1.525M	0.0%	$49.25	—	COM	501797104
NEM	NEWMONT MINING CORP	59,435	$1.512M	0.0%	$25.31	-25.9%	COM	651639106
—	MICHAEL KORS HLDGS LTD	16,481	$1.461M	0.0%	$93.07	—	SHS	G60754101
—	CAMERON INTERNATIONAL CORP	21,416	$1.45M	0.0%	$61.16	—	COM	13342B105
HOLX	HOLOGIC INC	55,606	$1.41M	0.0%	$21.57	+8.3%	COM	436440101
REGN	REGENERON PHARMACEUTICALS	4,900	$1.384M	0.0%	$268.14	+9.9%	COM	75886F107
—	LINKEDIN CORP	8,002	$1.372M	0.0%	$233.03	—	COM CL A	53578A108
—	SYMANTEC CORP	58,898	$1.349M	0.0%	$22.47	—	COM	871503108
TSLA	TESLA MTRS INC	5,507	$1.322M	0.0%	$13.42	+3.9%	COM	88160R101
—	MONSTER BEVERAGE CORP	16,098	$1.143M	0.0%	$69.44	—	COM	611740101
—	BLACKROCK INC	3,484	$1.113M	0.0%	$271.95	—	COM	09247X101
AWK	AMERICAN WTR WKS CO INC NEW	21,180	$1.047M	0.0%	$32.44	+14.8%	COM	030420103
PNR	PENTAIR PLC	14,317	$1.033M	0.0%	$41.76	0.0%	SHS	G7S00T104
—	JARDEN CORP	16,584	$984K	0.0%	$59.33	—	COM	471109108
—	MEDIVATION INC	11,041	$851K	0.0%	$77.08	—	COM	58501N101
SRE	SEMPRA ENERGY	6,871	$719K	0.0%	$29.84	+16.0%	COM	816851109
HCA	HCA HOLDINGS INC	11,851	$668K	0.0%	$49.04	0.0%	COM	40412C101
—	LAM RESEARCH CORP	9,605	$649K	0.0%	$67.57	—	COM	512807108
CBOE	CBOE HLDGS INC	12,586	$619K	0.0%	$42.59	+2.3%	COM	12503M108
—	AON PLC	6,097	$549K	0.0%	$90.04	—	SHS CL A	G0408V102
—	SANDISK CORP	4,602	$481K	0.0%	$81.24	—	COM	80004C101
—	NORTHEAST UTILS	8,881	$420K	0.0%	$45.04	—	COM	664397106
—	VMWARE INC	4,217	$408K	0.0%	$96.75	—	CL A COM	928563402
—	AVAGO TECHNOLOGIES LTD	5,397	$389K	0.0%	$72.08	—	SHS	Y0486S104
—	TORCHMARK CORP	3,696	$303K	0.0%	$81.98	—	COM	891027104
—	PEOPLES UNITED FINANCIAL INC	19,609	$297K	0.0%	$15.15	—	COM	712704105
—	ITC HLDGS CORP	7,791	$284K	0.0%	$37.35	—	COM	465685105
BWA	BORGWARNER INC	3,836	$250K	0.0%	$46.49	0.0%	COM	099724106
FITB	FIFTH THIRD BANCORP	11,558	$247K	0.0%	$13.35	+7.0%	COM	316773100
KEY	KEYCORP NEW	16,508	$237K	0.0%	$8.87	0.0%	COM	493267108
UNM	UNUM GROUP	6,460	$225K	0.0%	$32.99	+3.5%	COM	91529Y106
ROK	ROCKWELL AUTOMATION INC	1,784	$223K	0.0%	$97.85	0.0%	COM	773903109
HSY	HERSHEY CO	2,137	$208K	0.0%	$74.38	0.0%	COM	427866108
—	PATTERSON COMPANIES INC	5,250	$207K	0.0%	$39.43	—	COM	703395103
LNC	LINCOLN NATL CORP IND	3,882	$200K	0.0%	$33.01	0.0%	COM	534187109
SYK	STRYKER CORP	2,300	$194K	0.0%	$71.15	0.0%	COM	863667101
BEN	FRANKLIN RES INC	3,287	$190K	0.0%	$29.52	+10.9%	COM	354613101
VRSK	VERISK ANALYTICS INC	2,972	$178K	0.0%	$62.37	-8.4%	CL A	92345Y106
MAT	MATTEL INC	4,508	$176K	0.0%	$38.81	0.0%	COM	577081102
—	XILINX INC	3,365	$159K	0.0%	$47.25	—	COM	983919101
ZTS	ZOETIS INC	4,558	$147K	0.0%	$28.03	0.0%	CL A	98978V103
—	KANSAS CITY SOUTHERN	1,358	$146K	0.0%	$107.51	—	COM NEW	485170302
—	MAXIM INTEGRATED PRODS INC	4,318	$146K	0.0%	$33.81	—	COM	57772K101