Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC COM	315,793	$34.86M	3.5%	$17.96	+34.1%	Common	037833100
XOM	EXXON MOBIL CORP COM	224,691	$20.77M	2.1%	$54.16	+7.1%	Common	30231G102
MSFT	MICROSOFT CORP COM	434,302	$20.17M	2.0%	$27.07	+47.3%	Common	594918104
JNJ	JOHNSON & JOHNSON COM	144,541	$15.12M	1.5%	$63.54	+21.7%	Common	478160104
WFC	WELLS FARGO & CO NEW COM	258,711	$14.18M	1.4%	$30.35	+27.8%	Common	949746101
—	GENERAL ELEC CO COM	519,117	$13.12M	1.3%	$23.89	—	Common	369604103
PG	PROCTER & GAMBLE CO COM	137,070	$12.49M	1.2%	$56.23	+14.9%	Common	742718109
JPM	JPMORGAN CHASE & CO COM	192,574	$12.05M	1.2%	$38.59	+15.8%	Common	46625H100
CVX	CHEVRON CORP COM	103,302	$11.59M	1.1%	$73.10	-3.5%	Common	166764100
BAC	BANK AMER CORP COM	601,803	$10.77M	1.1%	$11.31	+19.9%	Common	060505104
VZ	VERIZON COMMUNICATIONS COM	229,038	$10.71M	1.1%	$26.10	+6.0%	Common	92343V104
PFE	PFIZER INC COM	329,976	$10.28M	1.0%	$16.36	+9.9%	Common	717081103
INTC	INTEL CORP COM	280,190	$10.17M	1.0%	$17.13	+55.4%	Common	458140100
META	FACEBOOK INC CL A	126,683	$9.884M	1.0%	$41.37	+83.5%	Common	30303M102
ORCL	ORACLE CORP COM	216,310	$9.727M	1.0%	$27.26	+26.5%	Common	68389X105
T	AT&T INC COM	289,123	$9.712M	1.0%	$10.96	+7.8%	Common	00206R102
DIS	DISNEY WALT CO COM	98,963	$9.321M	0.9%	$57.29	+41.9%	Common	254687106
KO	COCA COLA CO COM	208,526	$8.804M	0.9%	$26.78	+12.2%	Common	191216100
—	GOOGLE INC CL C	16,518	$8.695M	0.9%	$575.50	—	Common	38259P706
GILD	GILEAD SCIENCES INC COM	91,832	$8.656M	0.9%	$41.52	+73.1%	Common	375558103
MRK	MERCK & CO INC NEW COM	150,127	$8.526M	0.8%	$30.97	+27.1%	Common	58933Y105
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	56,545	$8.49M	0.8%	$115.36	+25.1%	Common	084670702
CSCO	CISCO SYS INC COM	302,368	$8.41M	0.8%	$16.93	+8.1%	Common	17275R102
C	CITIGROUP INC COM	153,847	$8.325M	0.8%	$37.61	+5.1%	Common	172967424
V	VISA INC COM CL A	30,997	$8.127M	0.8%	$42.33	+31.5%	Common	92826C839
HD	HOME DEPOT INC COM	77,259	$8.11M	0.8%	$57.87	+29.3%	Common	437076102
—	GOOGLE INC CL A	14,640	$7.769M	0.8%	$875.92	—	Common	38259P508
PEP	PEPSICO INC COM	78,384	$7.412M	0.7%	$56.75	+20.9%	Common	713448108
IBM	INTERNATIONAL BUSINESS MACHS COM	43,877	$7.04M	0.7%	$111.55	-9.9%	Common	459200101
PM	PHILIP MORRIS INTL INC COM	84,548	$6.886M	0.7%	$47.38	+3.9%	Common	718172109
AMGN	AMGEN INC COM	42,215	$6.724M	0.7%	$76.98	+47.2%	Common	031162100
WMT	WAL MART STORES INC COM	77,314	$6.64M	0.7%	$19.78	+10.4%	Common	931142103
UNH	UNITEDHEALTH GROUP INC COM	65,562	$6.628M	0.7%	$58.63	+35.2%	Common	91324P102
SLB	SCHLUMBERGER LTD COM	75,427	$6.442M	0.6%	$59.14	+13.9%	Common	806857108
UNP	UNION PAC CORP COM	53,235	$6.342M	0.6%	$66.75	+34.0%	Common	907818108
MO	ALTRIA GROUP INC COM	128,241	$6.318M	0.6%	$16.73	+42.0%	Common	02209S103
ABBV	ABBVIE INC COM	96,449	$6.312M	0.6%	$27.16	+48.2%	Common	00287Y109
CVS	CVS HEALTH CORP COM	65,299	$6.289M	0.6%	$42.78	+50.6%	Common	126650100
AMZN	AMAZON COM INC COM	20,161	$6.257M	0.6%	$14.97	+4.0%	Common	023135106
—	CELGENE CORP COM	53,846	$6.023M	0.6%	$124.46	—	Common	151020104
MMM	3M CO COM	35,414	$5.819M	0.6%	$65.98	+35.9%	Common	88579Y101
AIG	AMERICAN INTL GROUP INC COM NEW	101,225	$5.67M	0.6%	$36.03	+14.2%	Common	026874784
QCOM	QUALCOMM INC COM	75,873	$5.64M	0.6%	$46.56	+14.6%	Common	747525103
—	HEWLETT PACKARD CO COM	136,172	$5.465M	0.5%	$24.42	—	Common	428236103
GS	GOLDMAN SACHS GROUP INC COM	27,166	$5.266M	0.5%	$127.23	+18.6%	Common	38141G104
—	UNITED TECHNOLOGIES CORP COM	45,658	$5.251M	0.5%	$107.81	—	Common	913017109
MA	MASTERCARD INC COM	60,696	$5.23M	0.5%	$71.20	+7.2%	Common	57636Q104
BIIB	BIOGEN IDEC INC COM	15,181	$5.153M	0.5%	$238.54	+35.6%	Common	09062X103
COP	CONOCOPHILLIPS COM	73,263	$5.06M	0.5%	$44.73	+9.2%	Common	20825C104
CMCSA	COMCAST CORP NEW CL A	86,669	$5.028M	0.5%	$16.55	+28.5%	Common	20030N101
BMY	BRISTOL MYERS SQUIBB CO COM	85,108	$5.024M	0.5%	$29.22	+33.2%	Common	110122108
—	MEDTRONIC INC COM	68,484	$4.945M	0.5%	$54.83	—	Common	585055106
HON	HONEYWELL INTL INC COM	49,170	$4.913M	0.5%	$57.46	+18.8%	Common	438516106
ABT	ABBOTT LABS COM	108,043	$4.864M	0.5%	$28.34	+24.6%	Common	002824100
FDX	FEDEX CORP COM	27,079	$4.703M	0.5%	$93.67	+53.6%	Common	31428X106
—	EXPRESS SCRIPTS HLDG CO COM	53,693	$4.546M	0.5%	$61.78	—	Common	30219G108
AXP	AMERICAN EXPRESS CO COM	48,652	$4.527M	0.4%	$63.24	+20.8%	Common	025816109
—	TWENTY FIRST CENTY FOX INC CL A	116,784	$4.485M	0.4%	$33.57	—	Common	90130A101
NKE	NIKE INC CL B	46,378	$4.459M	0.4%	$27.95	+45.8%	Common	654106103
LOW	LOWES COS INC COM	64,519	$4.439M	0.4%	$36.41	+34.7%	Common	548661107
—	TIME WARNER INC COM NEW	50,620	$4.324M	0.4%	$66.73	—	Common	887317303
SPG	SIMON PPTY GROUP INC NEW COM	23,198	$4.225M	0.4%	$82.43	+24.8%	Common	828806109
TMO	THERMO FISHER SCIENTIFIC INC COM	33,321	$4.175M	0.4%	$86.81	+35.4%	Common	883556102
UPS	UNITED PARCEL SERVICE INC CL B	37,404	$4.158M	0.4%	$57.13	+24.2%	Common	911312106
—	ACTAVIS PLC SHS	16,149	$4.157M	0.4%	$215.30	—	Common	G0083B108
SBUX	STARBUCKS CORP COM	50,645	$4.155M	0.4%	$28.27	+10.6%	Common	855244109
USB	US BANCORP DEL COM NEW	92,153	$4.142M	0.4%	$24.34	+19.6%	Common	902973304
—	DOW CHEM CO COM	89,529	$4.083M	0.4%	$38.79	—	Common	260543103
—	E M C CORP MASS COM	136,813	$4.069M	0.4%	$26.35	—	Common	268648102
—	DU PONT E I DE NEMOURS & CO COM	53,969	$3.99M	0.4%	$58.56	—	Common	263534109
TJX	TJX COS INC NEW COM	58,155	$3.988M	0.4%	$23.60	+15.8%	Common	872540109
BA	BOEING CO COM	30,632	$3.982M	0.4%	$91.56	+20.9%	Common	097023105
ADBE	ADOBE SYS INC COM	54,476	$3.96M	0.4%	$47.71	+46.9%	Common	00724F101
MCD	MCDONALDS CORP COM	42,176	$3.952M	0.4%	$70.55	+0.0%	Common	580135101
ALL	ALLSTATE CORP COM	55,259	$3.882M	0.4%	$39.13	+32.1%	Common	020002101
PNC	PNC FINL SVCS GROUP INC COM	42,196	$3.85M	0.4%	$51.33	+19.5%	Common	693475105
—	AON PLC SHS CL A	39,483	$3.744M	0.4%	$74.45	—	Common	G0408V102
—	PRICELINE GRP INC COM NEW	3,277	$3.736M	0.4%	$1011.02	—	Common	741503403
COST	COSTCO WHSL CORP NEW COM	25,866	$3.667M	0.4%	$93.11	+17.5%	Common	22160K105
DUK	DUKE ENERGY CORP NEW COM NEW	43,785	$3.658M	0.4%	$40.83	+24.8%	Common	26441C204
BK	BANK OF NEW YORK MELLON CORP COM	89,402	$3.627M	0.4%	$22.78	+30.6%	Common	064058100
MS	MORGAN STANLEY COM NEW	93,438	$3.625M	0.4%	$19.65	+34.2%	Common	617446448
F	FORD MTR CO DEL COM PAR 0.01	231,324	$3.586M	0.4%	$9.04	-9.7%	Common	345370860
EBAY	EBAY INC COM	63,716	$3.576M	0.4%	$19.96	+1.2%	Common	278642103
—	BLACKROCK INC CL A	9,967	$3.564M	0.4%	$270.64	—	Common	09247X101
MCK	MCKESSON CORP	17,166	$3.563M	0.4%	$112.21	+66.5%	Common	58155Q103
NEE	NEXTERA ENERGY INC COM	33,172	$3.526M	0.3%	$15.76	+19.9%	Common	65339F101
BXP	BOSTON PROPERTIES INC COM	27,368	$3.522M	0.3%	$64.26	+23.3%	Common	101121101
—	ACE LTD SHS	30,646	$3.521M	0.3%	$93.56	—	Common	H0023R105
—	TIME WARNER CABLE INC COM	22,997	$3.497M	0.3%	$111.59	—	Common	88732J207
—	COMCAST CORP NEW CL A SPL	60,167	$3.464M	0.3%	$43.37	—	Common	20030N200
LLY	LILLY ELI & CO COM	50,017	$3.451M	0.3%	$50.56	+9.2%	Common	532457108
OXY	OCCIDENTAL PETE CORP DEL COM	42,450	$3.422M	0.3%	$59.24	+0.1%	Common	674599105
PRU	PRUDENTIAL FINL INC COM	37,746	$3.415M	0.3%	$48.50	+9.6%	Common	744320102
EOG	EOG RES INC COM	36,931	$3.4M	0.3%	$65.58	+3.8%	Common	26875P101
—	WALGREENS BOOTS ALLIANCE	44,335	$3.378M	0.3%	$76.19	—	Common	931427108
DHR	DANAHER CORP DEL COM	38,738	$3.32M	0.3%	$27.40	+20.1%	Common	235851102
AMT	AMERICAN TOWER CORP NEW COM	33,452	$3.307M	0.3%	$54.19	+38.7%	Common	03027X100
ITW	ILLINOIS TOOL WKS INC COM	34,925	$3.307M	0.3%	$54.78	+27.9%	Common	452308109
—	YAHOO INC COM	65,005	$3.283M	0.3%	$34.94	—	Common	984332106
CL	COLGATE PALMOLIVE CO COM	47,243	$3.269M	0.3%	$44.72	+16.7%	Common	194162103
GD	GENERAL DYNAMICS CORP COM	23,518	$3.237M	0.3%	$83.79	+27.7%	Common	369550108
—	ALLERGAN INC COM	15,071	$3.204M	0.3%	$171.94	—	Common	018490102
—	MONSANTO CO NEW COM	26,711	$3.191M	0.3%	$104.37	—	Common	61166W101
CAT	CATERPILLAR INC DEL COM	34,371	$3.146M	0.3%	$61.64	+19.0%	Common	149123101
D	DOMINION RES INC VA NEW COM	40,328	$3.101M	0.3%	$35.33	+27.6%	Common	25746U109
EQR	EQUITY RESIDENTIAL SH BEN INT	43,047	$3.092M	0.3%	$31.18	+27.9%	Common	29476L107
XEL	XCEL ENERGY INC COM	85,677	$3.078M	0.3%	$19.11	+23.3%	Common	98389B100
MDLZ	MONDELEZ INTL INC COM	84,606	$3.073M	0.3%	$23.72	+19.8%	Common	609207105
—	MYLAN INC COM	54,148	$3.052M	0.3%	$38.17	—	Common	628530107
ELV	ANTHEM INC COM	23,739	$2.983M	0.3%	$105.54	0.0%	Common	036752103
—	VIACOM INC NEW CL B	39,568	$2.977M	0.3%	$83.58	—	Common	92553P201
CAH	CARDINAL HEALTH INC COM	36,747	$2.967M	0.3%	$36.50	+59.3%	Common	14149Y108
PPG	PPG INDS INC COM	12,680	$2.931M	0.3%	$76.48	+11.4%	Common	693506107
ACN	ACCENTURE PLC IRELAND SHS CLASS A	32,408	$2.894M	0.3%	$59.53	+16.3%	Common	G1151C101
—	DIRECTV COM	33,105	$2.87M	0.3%	$85.91	—	Common	25490A309
TRV	TRAVELERS COMPANIES INC COM	26,845	$2.842M	0.3%	$62.78	+25.8%	Common	89417E109
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS CL A	53,529	$2.819M	0.3%	$42.96	+3.1%	Common	192446102
—	AVAGO TECHNOLOGIES LTD SHS	27,850	$2.801M	0.3%	$43.13	—	Common	Y0486S104
GM	GENERAL MTRS CO COM	80,060	$2.795M	0.3%	$27.12	-9.7%	Common	37045V100
PSX	PHILLIPS 66 COM	38,700	$2.775M	0.3%	$39.80	+23.5%	Common	718546104
ETN	EATON CORP PLC SHS	40,525	$2.754M	0.3%	$49.95	+1.4%	Common	G29183103
SO	SOUTHERN CO COM	55,800	$2.74M	0.3%	$25.33	+16.4%	Common	842587107
SYK	STRYKER CORP COM	29,021	$2.738M	0.3%	$59.45	+31.0%	Common	863667101
BAX	BAXTER INTL INC COM	37,104	$2.719M	0.3%	$31.05	+4.0%	Common	071813109
MAR	MARRIOTT INTL INC NEW CL A	34,525	$2.694M	0.3%	$36.58	+80.9%	Common	571903202
CRM	SALESFORCE COM INC COM	45,054	$2.672M	0.3%	$44.85	+29.9%	Common	79466L302
ADP	AUTOMATIC DATA PROCESSING INC COM	31,654	$2.639M	0.3%	$48.32	+31.5%	Common	053015103
LYB	LYONDELLBASELL INDUSTRIES N V SHS - A -	33,218	$2.637M	0.3%	$49.22	-2.9%	Common	N53745100
CCI	CROWN CASTLE INTL CORP NEW COM	33,480	$2.635M	0.3%	$50.35	0.0%	Common	22822V101
MET	METLIFE INC COM	48,437	$2.62M	0.3%	$28.79	+13.8%	Common	59156R108
—	COVIDIEN PLC SHS	25,552	$2.613M	0.3%	$90.20	—	Common	G2554F113
ADM	ARCHER DANIELS MIDLAND CO COM	50,124	$2.606M	0.3%	$26.56	+35.6%	Common	039483102
APD	AIR PRODS & CHEMS INC COM	17,957	$2.59M	0.3%	$70.09	+37.3%	Common	009158106
HCA	HCA HOLDINGS INC COM	35,278	$2.589M	0.3%	$54.33	+20.2%	Common	40412C101
GLW	CORNING INC COM	112,153	$2.572M	0.3%	$10.75	+41.4%	Common	219350105
AEP	AMERICAN ELEC PWR INC COM	42,262	$2.566M	0.3%	$29.67	+30.0%	Common	025537101
—	TE CONNECTIVITY LTD REG SHS	40,405	$2.556M	0.3%	$61.37	—	Common	H84989104
—	JOHNSON CTLS INC COM	52,733	$2.549M	0.3%	$44.16	—	Common	478366107
—	SEAGATE TECHNOLOGY PLC SHS	38,061	$2.531M	0.3%	$56.82	—	Common	G7945M107
RCL	ROYAL CARIBBEAN CRUISES LTD COM	30,504	$2.514M	0.2%	$31.90	+92.2%	Common	V7780T103
COF	CAPITAL ONE FINL CORP COM	30,270	$2.499M	0.2%	$63.06	+5.5%	Common	14040H105
—	KRAFT FOODS GROUP INC COM	39,832	$2.496M	0.2%	$52.45	—	Common	50076Q106
—	PRAXAIR INC COM	19,248	$2.494M	0.2%	$120.20	—	Common	74005P104
KMI	KINDER MORGAN INC DEL COM	58,875	$2.491M	0.2%	$21.42	+4.8%	Common	49456B101
—	DISCOVER FINL SVCS COM	37,865	$2.48M	0.2%	$50.54	—	Common	254709108
TXN	TEXAS INSTRS INC COM	46,387	$2.48M	0.2%	$27.71	+34.8%	Common	882508104
LMT	LOCKHEED MARTIN CORP COM	12,720	$2.449M	0.2%	$113.36	+21.1%	Common	539830109
M	MACYS INC COM	37,008	$2.433M	0.2%	$47.16	+28.3%	Common	55616P104
—	SPECTRA ENERGY CORP COM	66,963	$2.431M	0.2%	$34.23	—	Common	847560109
BEN	FRANKLIN RES INC COM	43,703	$2.42M	0.2%	$29.20	+13.8%	Common	354613101
DTE	DTE ENERGY CO COM	28,000	$2.418M	0.2%	$38.06	+25.5%	Common	233331107
MPC	MARATHON PETE CORP COM	26,689	$2.409M	0.2%	$24.39	+28.5%	Common	56585A102
KMB	KIMBERLY CLARK CORP COM	20,761	$2.399M	0.2%	$71.45	+6.5%	Common	494368103
—	HCP INC COM	54,337	$2.392M	0.2%	$40.95	—	Common	40414L109
TGT	TARGET CORP COM	31,395	$2.383M	0.2%	$47.18	+3.0%	Common	87612E106
AMG	AFFILIATED MANAGERS GROUP COM	11,223	$2.382M	0.2%	$172.22	+11.7%	Common	008252108
—	NATIONAL OILWELL VARCO INC CO	36,095	$2.365M	0.2%	$78.12	—	Common	637071101
BWA	BORG WARNER INC COM	42,791	$2.351M	0.2%	$37.00	+11.6%	Common	099724106
—	SANDISK CORP COM	23,985	$2.35M	0.2%	$59.51	—	Common	80004C101
BDX	BECTON DICKINSON & CO COM	16,878	$2.349M	0.2%	$80.59	+33.8%	Common	075887109
AWK	AMERICAN WTR WKS CO INC NEW COM	43,881	$2.339M	0.2%	$33.50	+24.1%	Common	030420103
AMAT	APPLIED MATLS INC COM	93,401	$2.328M	0.2%	$13.53	+45.2%	Common	038222105
MU	MICRON TECHNOLOGY INC COM	66,482	$2.328M	0.2%	$27.31	+18.3%	Common	595112103
WHR	WHIRLPOOL CORP COM	11,870	$2.3M	0.2%	$134.14	+28.0%	Common	963320106
KR	KROGER CO COM	35,567	$2.284M	0.2%	$16.23	+44.0%	Common	501044101
BALL	BALL CORP COM	33,039	$2.252M	0.2%	$19.81	+48.5%	Common	058498106
WY	WEYERHAEUSER CO COM	62,572	$2.246M	0.2%	$18.19	+22.5%	Common	962166104
MCO	MOODYS CORP COM	23,415	$2.243M	0.2%	$73.12	+18.4%	Common	615369105
CSX	CSX CORP COM	61,815	$2.24M	0.2%	$6.86	+43.4%	Common	126408103
PH	PARKER HANNIFIN CORP COM	17,282	$2.229M	0.2%	$83.77	+21.8%	Common	701094104
WMB	WILLIAMS COS INC DEL COM	48,371	$2.174M	0.2%	$17.72	+53.3%	Common	969457100
VLO	VALERO ENERGY CORP NEW COM	43,904	$2.173M	0.2%	$22.41	+40.6%	Common	91913Y100
NUE	NUCOR CORP COM	44,197	$2.168M	0.2%	$35.38	+12.3%	Common	670346105
—	ANADARKO PETE CORP COM	26,096	$2.153M	0.2%	$93.00	—	Common	032511107
CTAS	CINTAS CORP COM	27,430	$2.152M	0.2%	$10.43	+53.3%	Common	172908105
—	RAYTHEON CO COM NEW	19,695	$2.13M	0.2%	$97.24	—	Common	755111507
—	BAKER HUGHES INC COM	37,977	$2.129M	0.2%	$49.10	—	Common	057224107
BBY	BEST BUY INC COM	54,201	$2.113M	0.2%	$23.44	0.0%	Common	086516101
GIS	GENERAL MLS INC COM	39,573	$2.11M	0.2%	$32.89	+7.1%	Common	370334104
—	TIFFANY & CO NEW COM	19,571	$2.091M	0.2%	$79.28	—	Common	886547108
DLTR	DOLLAR TREE INC COM	29,692	$2.09M	0.2%	$53.99	+16.8%	Common	256746108
WM	WASTE MGMT INC DEL COM	40,515	$2.079M	0.2%	$32.03	+21.9%	Common	94106L109
CMA	COMERICA INC COM	44,279	$2.074M	0.2%	$27.68	+12.5%	Common	200340107
—	PRECISION CASTPARTS CORP COM	8,609	$2.074M	0.2%	$227.22	—	Common	740189105
—	HESS CORP COM	27,710	$2.046M	0.2%	$77.33	—	Common	42809H107
TEVA	TEVA PHARMACEUTICAL INDS LTD ADR	35,192	$2.024M	0.2%	$52.41	—	Common	881624209
CMI	CUMMINS INC COM	14,025	$2.022M	0.2%	$89.10	+17.4%	Common	231021106
—	SENSATA TECHNOLOGIES HLDG BV A SHS	38,024	$1.993M	0.2%	$46.79	—	Common	N7902X106
STZ	CONSTELLATION BRANDS INC CL A	20,168	$1.98M	0.2%	$51.15	+53.3%	Common	21036P108
—	VMWARE INC CL A COM	23,636	$1.95M	0.2%	$93.23	—	Common	928563402
KLAC	KLA-TENCOR CORP COM	27,527	$1.936M	0.2%	$36.71	+41.7%	Common	482480100
BFH	ALLIANCE DATA SYSTEMS CORP COM	6,728	$1.925M	0.2%	$173.82	+8.7%	Common	018581108
AFL	AFLAC INC COM	31,374	$1.917M	0.2%	$22.45	+1.1%	Common	001055102
—	PARTNERRE LTD COM	16,776	$1.915M	0.2%	$93.86	—	Common	G6852T105
DHI	D R HORTON INC COM	75,532	$1.91M	0.2%	$17.39	+19.0%	Common	23331A109
BF/B	BROWN FORMAN CORP CL B	21,458	$1.885M	0.2%	$25.33	+17.6%	Common	115637209
—	ALEXION PHARMACEUTICALS INC COM	10,173	$1.882M	0.2%	$158.82	—	Common	015351109
—	MARATHON OIL CORP COM	65,811	$1.862M	0.2%	$34.88	—	Common	565849106
—	MONSTER BEVERAGE CORP COM	17,115	$1.854M	0.2%	$52.26	—	Common	611740101
—	DISH NETWORK CORP CL A	25,408	$1.852M	0.2%	$65.08	—	Common	25470M109
VFC	V F CORP COM	24,721	$1.852M	0.2%	$57.68	+14.7%	Common	918204108
—	L BRANDS INC COM	21,329	$1.846M	0.2%	$61.11	—	Common	501797104
LVS	LAS VEGAS SANDS CORP COM	31,274	$1.819M	0.2%	$43.41	+0.5%	Common	517834107
CF	CF INDS HLDGS INC COM	6,657	$1.814M	0.2%	$35.53	+9.0%	Common	125269100
NDAQ	NASDAQ OMX GROUP INC COM	37,703	$1.808M	0.2%	$12.28	0.0%	Common	631103108
HDB	HDFC BANK LTD ADR REPS 3 SHS	35,480	$1.801M	0.2%	$37.72	—	Common	40415F101
SJM	SMUCKER J M CO COM NEW	17,752	$1.793M	0.2%	$73.26	-0.4%	Common	832696405
ECL	ECOLAB INC COM	17,081	$1.785M	0.2%	$83.23	+16.2%	Common	278865100
—	CAREFUSION CORP COM	29,953	$1.777M	0.2%	$36.90	—	Common	14170T101
GWW	GRAINGER W W INC COM	6,948	$1.771M	0.2%	$212.81	-3.2%	Common	384802104
EXC	EXELON CORP COM	47,243	$1.752M	0.2%	$14.03	+23.2%	Common	30161N101
TSN	TYSON FOODS INC CL A	43,420	$1.741M	0.2%	$27.34	+15.1%	Common	902494103
STT	STATE STR CORP COM	22,105	$1.735M	0.2%	$49.26	+11.9%	Common	857477103
NSC	NORFOLK SOUTHERN CORP COM	15,819	$1.734M	0.2%	$76.02	+12.9%	Common	655844108
—	INGERSOLL-RAND PLC SHS	27,267	$1.728M	0.2%	$59.29	—	Common	G47791101
HAL	HALLIBURTON CO COM	43,538	$1.712M	0.2%	$37.32	+5.3%	Common	406216101
CCL	CARNIVAL CORP PAIRED CTF	37,500	$1.7M	0.2%	$31.99	+8.7%	Common	143658300
HST	HOST HOTELS & RESORTS INC COM	71,014	$1.688M	0.2%	$11.32	+27.8%	Common	44107P104
FRCB	FIRST REP BK SAN FRAN CALI NEW COM	31,880	$1.662M	0.2%	$49.07	-3.6%	Common	33616C100
NOC	NORTHROP GRUMMAN CORP COM	11,191	$1.649M	0.2%	$114.24	0.0%	Common	666807102
REGN	REGENERON PHARMACEUTICALS COM	3,985	$1.635M	0.2%	$286.03	+36.7%	Common	75886F107
—	TORCHMARK CORP COM	30,119	$1.632M	0.2%	$72.88	—	Common	891027104
—	AETNA INC NEW COM	18,024	$1.601M	0.2%	$77.45	—	Common	00817Y108
POR	PORTLAND GEN ELEC CO COM NEW	41,780	$1.581M	0.2%	$19.05	+26.6%	Common	736508847
LUV	SOUTHWEST AIRLS CO COM	36,323	$1.537M	0.2%	$11.89	+177.0%	Common	844741108
TSCO	TRACTOR SUPPLY CO COM	19,218	$1.515M	0.2%	$11.13	+9.5%	Common	892356106
—	LINEAR TECHNOLOGY CORP COM	32,813	$1.496M	0.1%	$47.07	—	Common	535678106
JLL	JONES LANG LASALLE INC COM	9,875	$1.481M	0.1%	$86.03	+56.1%	Common	48020Q107
DVN	DEVON ENERGY CORP NEW COM	23,919	$1.464M	0.1%	$38.10	+8.0%	Common	25179M103
—	APACHE CORP COM	23,020	$1.443M	0.1%	$85.13	—	Common	037411105
KMX	CARMAX INC COM	21,235	$1.414M	0.1%	$48.92	+13.4%	Common	143130102
PEG	PUBLIC SVC ENTERPRISE GROUP COM	34,157	$1.414M	0.1%	$22.69	+20.0%	Common	744573106
IP	INTL PAPER CO COM	26,127	$1.4M	0.1%	$26.87	+14.1%	Common	460146103
—	STARWOOD HOTELS&RESORTS WRLDWD COM	17,095	$1.386M	0.1%	$66.44	—	Common	85590A401
—	FRONTIER COMMUNICATIONS CORP COM	206,958	$1.38M	0.1%	$4.97	—	Common	35906A108
HRL	HORMEL FOODS CORP COM	26,448	$1.378M	0.1%	$16.31	+24.4%	Common	440452100
EMR	EMERSON ELEC CO COM	22,203	$1.371M	0.1%	$43.83	+5.9%	Common	291011104
—	CBS CORP NEW CL B	24,766	$1.371M	0.1%	$55.16	—	Common	124857202
CME	CME GROUP INC COM	15,451	$1.37M	0.1%	$44.25	+22.7%	Common	12572Q105
—	NOBLE ENERGY INC COM	28,089	$1.332M	0.1%	$67.00	—	Common	655044105
—	SOUTHWESTERN ENERGY CO COM	48,445	$1.322M	0.1%	$36.38	—	Common	845467109
—	ENERGIZER HLDGS INC COM	10,279	$1.321M	0.1%	$91.14	—	Common	29266R108
ICE	INTERCONTINENTALEXCHANGE INC COM	6,021	$1.32M	0.1%	$35.28	+5.4%	Common	45866F104
PVH	PVH CORP COM	10,287	$1.318M	0.1%	$125.04	-5.6%	Common	693656100
AME	AMETEK INC NEW COM	24,578	$1.294M	0.1%	$44.53	+5.8%	Common	031100100
—	SCRIPPS NETWORKS INTERACT INC CL A COM	16,917	$1.273M	0.1%	$78.12	—	Common	811065101
FCX	FREEPORT-MCMORAN INC CL B	54,325	$1.269M	0.1%	$25.82	-6.0%	Common	35671D857
SCHW	SCHWAB CHARLES CORP NEW COM	41,620	$1.257M	0.1%	$22.85	+8.7%	Common	808513105
SRE	SEMPRA ENERGY COM	11,052	$1.231M	0.1%	$28.99	+32.7%	Common	816851109
PII	POLARIS INDS INC COM	8,106	$1.226M	0.1%	$150.00	0.0%	Common	731068102
—	NORDSTROM INC COM	15,164	$1.204M	0.1%	$79.40	—	Common	655664100
—	CALPINE CORP COM NEW	53,670	$1.188M	0.1%	$19.43	—	Common	131347304
FLR	FLUOR CORP COM	19,222	$1.165M	0.1%	$57.29	-1.2%	Common	343412102
IBN	ICICI BK LTD ADR	100,400	$1.16M	0.1%	$20.25	—	Common	45104G104
—	SUNTRUST BKS INC COM	27,450	$1.15M	0.1%	$40.07	—	Common	867914103
PCG	PG&E CORP COM	21,374	$1.138M	0.1%	$36.99	+20.1%	Common	69331C108
—	QUESTAR CORP COM	43,863	$1.109M	0.1%	$22.49	—	Common	748356102
AOS	SMITH A O COM	18,995	$1.072M	0.1%	$20.25	+8.0%	Common	831865209
A	AGILENT TECHNOLOGIES INC COM	25,953	$1.063M	0.1%	$37.29	-1.2%	Common	00846U101
MAN	MANPOWERGROUP INC COM	15,451	$1.053M	0.1%	$81.06	-18.0%	Common	56418H100
CHD	CHURCH & DWIGHT INC COM	13,081	$1.031M	0.1%	$28.19	+12.9%	Common	171340102
TSLA	TESLA MTRS INC COM	4,617	$1.027M	0.1%	$15.25	+2.5%	Common	88160R101
DOV	DOVER CORP COM	14,323	$1.027M	0.1%	$49.28	+3.1%	Common	260003108
YUM	YUM BRANDS INC COM	13,915	$1.014M	0.1%	$44.64	-5.4%	Common	988498101
INFY	INFOSYS LTD SPONSORED ADR	31,120	$979K	0.1%	$40.93	—	Common	456788108
—	WHITING PETE CORP NEW COM	28,980	$956K	0.1%	$59.85	—	Common	966387102
NVDA	NVIDIA CORP COM	47,443	$951K	0.1%	$0.35	+34.2%	Common	67066G104
—	KELLOGG CO COM	13,915	$911K	0.1%	$38.82	+4.8%	Common	487836108
—	ALCOA INC COM	56,776	$896K	0.1%	$15.78	—	Common	013817101
DE	DEERE & CO COM	9,748	$862K	0.1%	$65.96	+7.1%	Common	244199105
—	WHOLE FOODS MKT INC COM	16,760	$845K	0.1%	$58.51	—	Common	966837106
—	RED HAT INC COM	11,743	$812K	0.1%	$46.14	—	Common	756577102
NEM	NEWMONT MINING CORP COM	41,519	$785K	0.1%	$22.61	-30.5%	Common	651639106
HAS	HASBRO INC COM	13,919	$765K	0.1%	$35.99	+9.0%	Common	418056107
—	ANNALY CAP MGMT INC COM	70,520	$762K	0.1%	$11.58	—	Common	035710409
SWKS	SKYWORKS SOLUTIONS INC COM	10,324	$751K	0.1%	$19.41	+156.9%	Common	83088M102
—	PIONEER NAT RES CO COM	4,885	$727K	0.1%	$229.77	—	Common	723787107
—	JOY GLOBAL INC COM	15,189	$707K	0.1%	$46.55	—	Common	481165108
—	NOBLE CORP PLC SHS USD	31,613	$524K	0.1%	$37.46	—	Common	G65431101
KEYS	KEYSIGHT TECHNOLOGIES INC COM	13,542	$457K	0.0%	$32.07	0.0%	Common	49338L103
—	TATA MTRS LTD SPONSORED ADR	10,450	$442K	0.0%	$27.54	—	Common	876568502
—	CDK GLOBAL INC COM	10,641	$434K	0.0%	$40.79	—	Common	12508E101
HP	HELMERICH & PAYNE INC COM	5,180	$349K	0.0%	$66.00	+18.0%	Common	423452101
HIG	HARTFORD FINL SVCS GROUP INC COM	1,901	$79,000	0.0%	$31.27	0.0%	Common	416515104