Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WFC	WELLS FARGO & CO NEW	1,205,040	$65.55M	2.1%	$29.64	+34.4%	COM	949746101
HD	HOME DEPOT INC	566,523	$64.36M	2.0%	$57.71	+47.9%	COM	437076102
JPM	JPMORGAN CHASE & CO	1,028,065	$62.28M	2.0%	$39.52	+12.0%	COM	46625H100
PFE	PFIZER INC	1,677,702	$58.37M	1.8%	$17.09	+17.7%	COM	717081103
AGG	ISHARES TR	453,633	$50.55M	1.6%	$107.72	—	CORE US AGGBD ET	464287226
MRK	MERCK & CO INC NEW	871,869	$50.12M	1.6%	$32.49	+24.0%	COM	58933Y105
JNJ	JOHNSON & JOHNSON	469,864	$47.27M	1.5%	$65.61	+14.5%	COM	478160104
VZ	VERIZON COMMUNICATIONS INC	926,628	$45.06M	1.4%	$26.94	+2.5%	COM	92343V104
XOM	EXXON MOBIL CORP	516,991	$43.94M	1.4%	$54.35	+2.2%	COM	30231G102
CVX	CHEVRON CORP NEW	408,665	$42.9M	1.4%	$71.28	-6.1%	COM	166764100
—	BLACKROCK INC	115,031	$42.08M	1.3%	$261.51	—	COM	09247X101
MSFT	MICROSOFT CORP	1,006,945	$40.94M	1.3%	$30.52	+22.0%	COM	594918104
COP	CONOCOPHILLIPS	636,036	$39.6M	1.3%	$43.85	+3.9%	COM	20825C104
LMT	LOCKHEED MARTIN CORP	190,392	$38.64M	1.2%	$88.51	+66.2%	COM	539830109
—	DOW CHEM CO	778,857	$37.37M	1.2%	$38.47	—	COM	260543103
—	GENERAL ELECTRIC CO	1,505,321	$37.35M	1.2%	$24.07	—	COM	369604103
AMP	AMERIPRISE FINL INC	281,464	$36.83M	1.2%	$70.81	+47.8%	COM	03076C106
PG	PROCTER & GAMBLE CO	431,601	$35.37M	1.1%	$57.01	+11.5%	COM	742718109
PRU	PRUDENTIAL FINL INC	433,512	$34.81M	1.1%	$43.06	+17.2%	COM	744320102
AAPL	APPLE INC	270,942	$33.71M	1.1%	$20.32	+32.1%	COM	037833100
PM	PHILIP MORRIS INTL INC	432,987	$32.62M	1.0%	$48.27	-2.5%	COM	718172109
GM	GENERAL MTRS CO	841,290	$31.55M	1.0%	$26.96	+4.4%	COM	37045V100
WMT	WAL-MART STORES INC	377,215	$31.03M	1.0%	$20.01	+15.1%	COM	931142103
MRSH	MARSH & MCLENNAN COS INC	549,994	$30.85M	1.0%	$32.70	+42.7%	COM	571748102
ADM	ARCHER DANIELS MIDLAND CO	646,994	$30.67M	1.0%	$27.41	+26.2%	COM	039483102
CSCO	CISCO SYS INC	1,114,013	$30.66M	1.0%	$15.88	+26.6%	COM	17275R102
PLD	PROLOGIS INC	691,985	$30.14M	1.0%	$28.06	+13.1%	COM	74340W103
ABBV	ABBVIE INC	510,293	$29.87M	0.9%	$30.54	+27.2%	COM	00287Y109
CME	CME GROUP INC	311,014	$29.46M	0.9%	$46.04	+32.2%	COM	12572Q105
T	AT&T INC	889,728	$29.05M	0.9%	$11.38	+3.6%	COM	00206R102
UNP	UNION PAC CORP	268,059	$29.03M	0.9%	$70.31	+30.6%	COM	907818108
KR	KROGER CO	377,707	$28.95M	0.9%	$14.33	+101.7%	COM	501044101
IP	INTL PAPER CO	517,098	$28.69M	0.9%	$27.05	+21.0%	COM	460146103
MO	ALTRIA GROUP INC	553,150	$27.67M	0.9%	$18.07	+45.0%	COM	02209S103
KMB	KIMBERLY CLARK CORP	255,782	$27.4M	0.9%	$69.16	+10.3%	COM	494368103
LLY	LILLY ELI & CO	375,779	$27.3M	0.9%	$44.18	+32.7%	COM	532457108
AEP	AMERICAN ELEC PWR INC	483,978	$27.22M	0.9%	$33.26	+21.3%	COM	025537101
USB	US BANCORP DEL	591,540	$25.83M	0.8%	$22.94	+29.9%	COM NEW	902973304
—	ACE LTD	219,346	$24.45M	0.8%	$102.67	—	SHS	H0023R105
GD	GENERAL DYNAMICS CORP	179,329	$24.34M	0.8%	$106.29	+1.9%	COM	369550108
—	UNITED TECHNOLOGIES CORP	205,484	$24.08M	0.8%	$107.19	—	COM	913017109
IVZ	INVESCO LTD	605,898	$24.05M	0.8%	$22.84	+5.7%	SHS	G491BT108
AFL	AFLAC INC	362,767	$23.22M	0.7%	$21.34	+10.6%	COM	001055102
—	THOMSON REUTERS CORP	568,282	$23.05M	0.7%	$40.35	—	COM	884903105
AFG	AMERICAN FINL GROUP INC OHIO	352,777	$22.63M	0.7%	$22.97	+25.4%	COM	025932104
ABT	ABBOTT LABS	483,243	$22.39M	0.7%	$34.32	+9.1%	COM	002824100
FIS	FIDELITY NATL INFORMATION SV	323,686	$22.03M	0.7%	$37.86	+43.2%	COM	31620M106
—	DU PONT E I DE NEMOURS & CO	297,560	$21.27M	0.7%	$71.47	—	COM	263534109
OXY	OCCIDENTAL PETE CORP DEL	286,783	$20.93M	0.7%	$59.66	-6.5%	COM	674599105
—	HEWLETT PACKARD CO	665,165	$20.73M	0.7%	$33.00	—	COM	428236103
AJG	GALLAGHER ARTHUR J & CO	421,078	$19.68M	0.6%	$34.72	+10.0%	COM	363576109
AMGN	AMGEN INC	122,210	$19.54M	0.6%	$86.86	+32.5%	COM	031162100
MET	METLIFE INC	382,032	$19.31M	0.6%	$31.21	0.0%	COM	59156R108
META	FACEBOOK INC	227,199	$18.68M	0.6%	$62.60	+24.3%	CL A	30303M102
—	LIBERTY PPTY TR	521,588	$18.62M	0.6%	$36.22	—	SH BEN INT	531172104
MCK	MCKESSON CORP	81,448	$18.42M	0.6%	$102.74	+98.8%	COM	58155Q103
JLL	JONES LANG LASALLE INC	106,679	$18.18M	0.6%	$106.07	+44.9%	COM	48020Q107
—	DIREXION SHS ETF TR	569,644	$18.13M	0.6%	$34.87	—	ZACKS HG INC SHS	25459Y298
LQD	ISHARES TR	148,593	$18.09M	0.6%	$114.62	—	IBOXX INV CP ETF	464287242
—	HCP INC	407,705	$17.62M	0.6%	$41.54	—	COM	40414L109
FITB	FIFTH THIRD BANCORP	914,920	$17.25M	0.5%	$13.50	-4.0%	COM	316773100
—	ACTAVIS PLC	57,841	$17.21M	0.5%	$170.34	—	SHS	G0083B108
PNC	PNC FINL SVCS GROUP INC	184,444	$17.2M	0.5%	$53.80	+19.4%	COM	693475105
STLD	STEEL DYNAMICS INC	821,687	$16.52M	0.5%	$14.75	0.0%	COM	858119100
—	SYMANTEC CORP	703,498	$16.44M	0.5%	$23.13	—	COM	871503108
SHY	ISHARES TR	192,076	$16.3M	0.5%	$84.38	—	1-3 YR TR BD ETF	464287457
HON	HONEYWELL INTL INC	151,962	$15.85M	0.5%	$59.16	+23.4%	COM	438516106
UAL	UNITED CONTL HLDGS INC	233,776	$15.72M	0.5%	$54.98	+23.2%	COM	910047109
DIS	DISNEY WALT CO	149,714	$15.7M	0.5%	$56.11	+63.7%	COM DISNEY	254687106
PEP	PEPSICO INC	160,580	$15.36M	0.5%	$58.19	+19.8%	COM	713448108
HAIN	HAIN CELESTIAL GROUP INC	235,272	$15.07M	0.5%	$44.09	+34.2%	COM	405217100
ETN	EATON CORP PLC	220,064	$14.95M	0.5%	$52.38	+0.3%	SHS	G29183103
EWBC	EAST WEST BANCORP INC	364,944	$14.77M	0.5%	$20.72	+47.3%	COM	27579R104
NICE	NICE SYS LTD	239,408	$14.59M	0.5%	$42.37	—	SPONSORED ADR	653656108
—	HARRIS CORP DEL	184,881	$14.56M	0.5%	$70.38	—	COM	413875105
EMR	EMERSON ELEC CO	250,721	$14.2M	0.4%	$46.07	-5.8%	COM	291011104
OPLN	KAR AUCTION SVCS INC	369,686	$14.02M	0.4%	$11.67	+16.0%	COM	48238T109
FTNT	FORTINET INC	397,335	$13.89M	0.4%	$5.09	+28.1%	COM	34959E109
MIDD	MIDDLEBY CORP	134,600	$13.82M	0.4%	$71.53	+42.0%	COM	596278101
—	HANESBRANDS INC	410,704	$13.76M	0.4%	$40.14	—	COM	410345102
—	ISHARES	1,077,273	$13.5M	0.4%	$11.49	—	MSCI JAPAN ETF	464286848
—	TIME WARNER INC	159,618	$13.48M	0.4%	$57.82	—	COM NEW	887317303
GILD	GILEAD SCIENCES INC	136,883	$13.43M	0.4%	$44.63	+58.1%	COM	375558103
WAB	WABTEC CORP	139,946	$13.3M	0.4%	$50.65	+67.6%	COM	929740108
—	GOOGLE INC	23,429	$13M	0.4%	$839.12	—	CL A	38259P508
CVS	CVS HEALTH CORP	121,672	$12.56M	0.4%	$58.67	+26.6%	COM	126650100
HII	HUNTINGTON INGALLS INDS INC	87,837	$12.31M	0.4%	$70.21	+49.7%	COM	446413106
INTC	INTEL CORP	368,735	$11.53M	0.4%	$18.00	+44.5%	COM	458140100
UHS	UNIVERSAL HLTH SVCS INC	97,891	$11.52M	0.4%	$87.51	+20.8%	CL B	913903100
—	LAM RESEARCH CORP	162,760	$11.43M	0.4%	$46.26	—	COM	512807108
TGT	TARGET CORP	137,054	$11.25M	0.4%	$52.69	+6.3%	COM	87612E106
—	LABORATORY CORP AMER HLDGS	86,903	$10.96M	0.3%	$108.34	—	COM NEW	50540R409
—	HEALTH CARE REIT INC	139,674	$10.8M	0.3%	$67.31	—	COM	42217K106
M	MACYS INC	163,988	$10.64M	0.3%	$49.05	+31.2%	COM	55616P104
—	MALLINCKRODT PUB LTD CO	83,244	$10.54M	0.3%	$90.16	—	SHS	G5785G107
—	ST JUDE MED INC	155,182	$10.15M	0.3%	$66.20	—	COM	790849103
AOS	SMITH A O	151,686	$9.96M	0.3%	$15.68	+62.8%	COM	831865209
HSY	HERSHEY CO	98,335	$9.923M	0.3%	$65.69	+22.5%	COM	427866108
CWT	CALIFORNIA WTR SVC GROUP	403,253	$9.884M	0.3%	$16.86	+16.7%	COM	130788102
PPG	PPG INDS INC	43,633	$9.841M	0.3%	$59.61	+58.3%	COM	693506107
CL	COLGATE PALMOLIVE CO	140,957	$9.774M	0.3%	$44.71	+20.1%	COM	194162103
NKE	NIKE INC	96,884	$9.72M	0.3%	$40.95	+1.8%	CL B	654106103
—	MARATHON OIL CORP	371,163	$9.691M	0.3%	$34.75	—	COM	565849106
ALL	ALLSTATE CORP	135,837	$9.668M	0.3%	$37.12	+50.0%	COM	020002101
TRV	TRAVELERS COMPANIES INC	88,260	$9.544M	0.3%	$63.54	+32.2%	COM	89417E109
SBUX	STARBUCKS CORP	97,662	$9.242M	0.3%	$35.80	+0.9%	COM	855244109
—	E M C CORP MASS	347,851	$8.891M	0.3%	$24.08	—	COM	268648102
—	ISHARES TR	492,330	$8.867M	0.3%	$19.15	—	MSCI UTD KNGDM	46434V548
NI	NISOURCE INC	199,002	$8.788M	0.3%	$9.15	+31.3%	COM	65473P105
SLB	SCHLUMBERGER LTD	104,936	$8.756M	0.3%	$55.49	+10.5%	COM	806857108
MOS	MOSAIC CO NEW	187,703	$8.646M	0.3%	$39.26	0.0%	COM	61945C103
SNA	SNAP ON INC	58,043	$8.536M	0.3%	$73.17	+49.6%	COM	833034101
BAH	BOOZ ALLEN HAMILTON HLDG COR	287,468	$8.319M	0.3%	$21.92	+8.7%	CL A	099502106
ARCC	ARES CAP CORP	473,872	$8.136M	0.3%	$5.43	+8.4%	COM	04010L103
—	BUFFALO WILD WINGS INC	44,178	$8.007M	0.3%	$178.58	—	COM	119848109
—	GOOGLE INC	14,129	$7.726M	0.2%	$576.22	—	CL C	38259P706
—	AVAGO TECHNOLOGIES LTD	60,756	$7.715M	0.2%	$100.92	—	SHS	Y0486S104
EAT	BRINKER INTL INC	124,809	$7.683M	0.2%	$32.94	+54.2%	COM	109641100
—	HOSPITALITY PPTYS TR	229,699	$7.578M	0.2%	$27.90	—	COM SH BEN INT	44106M102
EWG	ISHARES	252,386	$7.531M	0.2%	$26.30	—	MSCI GERMANY ETF	464286806
TSN	TYSON FOODS INC	195,777	$7.498M	0.2%	$20.46	+52.1%	CL A	902494103
PAYX	PAYCHEX INC	148,655	$7.376M	0.2%	$29.94	+16.7%	COM	704326107
ON	ON SEMICONDUCTOR CORP	588,124	$7.122M	0.2%	$10.01	+14.4%	COM	682189105
ILMN	ILLUMINA INC	38,246	$7.1M	0.2%	$152.22	+23.7%	COM	452327109
V	VISA INC	101,312	$6.627M	0.2%	$60.43	+1.4%	COM CL A	92826C839
—	FOOT LOCKER INC	100,935	$6.359M	0.2%	$54.51	—	COM	344849104
EWQ	ISHARES	243,414	$6.324M	0.2%	$24.49	—	MSCI FRANCE ETF	464286707
TXN	TEXAS INSTRS INC	110,087	$6.295M	0.2%	$36.08	+15.7%	COM	882508104
FISV	FISERV INC	72,612	$5.765M	0.2%	$33.12	+15.1%	COM	337738108
FFIV	F5 NETWORKS INC	49,093	$5.643M	0.2%	$121.87	-3.4%	COM	315616102
AWR	AMERICAN STS WTR CO	140,911	$5.621M	0.2%	$21.83	+47.1%	COM	029899101
AIG	AMERICAN INTL GROUP INC	98,006	$5.37M	0.2%	$41.13	+0.2%	COM NEW	026874784
ICE	INTERCONTINENTAL EXCHANGE IN	22,077	$5.15M	0.2%	$38.94	+0.7%	COM	45866F104
CNC	CENTENE CORP DEL	70,887	$5.011M	0.2%	$28.27	+6.4%	COM	15135B101
—	PROOFPOINT INC	84,268	$4.99M	0.2%	$59.22	—	COM	743424103
—	ROYAL DUTCH SHELL PLC	78,903	$4.947M	0.2%	$66.27	—	SPON ADR B	780259107
ALSN	ALLISON TRANSMISSION HLDGS I	153,270	$4.895M	0.2%	$26.28	+1.6%	COM	01973R101
PCG	PG&E CORP	91,262	$4.843M	0.2%	$44.42	+12.4%	COM	69331C108
YUM	YUM BRANDS INC	61,299	$4.825M	0.2%	$43.87	+1.5%	COM	988498101
—	SELECT COMFORT CORP	135,122	$4.658M	0.1%	$27.03	—	COM	81616X103
—	WESTAR ENERGY INC	119,779	$4.643M	0.1%	$31.96	—	COM	95709T100
GXC	SPDR INDEX SHS FDS	54,670	$4.627M	0.1%	$74.37	—	S&P CHINA ETF	78463X400
—	VIACOM INC NEW	66,863	$4.567M	0.1%	$72.54	—	CL B	92553P201
EWL	ISHARES	137,310	$4.56M	0.1%	$29.17	—	MSCI SZ CAP ETF	464286749
—	DSW INC	122,875	$4.532M	0.1%	$34.41	—	CL A	23334L102
—	SPLUNK INC	76,513	$4.53M	0.1%	$46.36	—	COM	848637104
CHRW	C H ROBINSON WORLDWIDE INC	60,840	$4.455M	0.1%	$55.21	+2.2%	COM NEW	12541W209
EBAY	EBAY INC	76,898	$4.435M	0.1%	$20.18	+5.2%	COM	278642103
—	STARWOOD HOTELS&RESORTS WRLD	50,168	$4.189M	0.1%	$83.24	—	COM	85590A401
MDT	MEDTRONIC PLC	52,088	$4.062M	0.1%	$58.10	0.0%	SHS	G5960L103
—	ALCOA INC	312,260	$4.034M	0.1%	$15.96	—	COM	013817101
—	FEI CO	50,149	$3.828M	0.1%	$73.02	—	COM	30241L109
—	HUBBELL INC	34,713	$3.805M	0.1%	$99.00	—	CL B	443510201
MTN	VAIL RESORTS INC	35,560	$3.678M	0.1%	$82.55	+9.7%	COM	91879Q109
—	IAC INTERACTIVECORP	53,630	$3.618M	0.1%	$67.46	—	COM PAR $.001	44919P508
—	CON-WAY INC	81,945	$3.616M	0.1%	$47.48	—	COM	205944101
—	SVB FINL GROUP	28,198	$3.582M	0.1%	$86.36	—	COM	78486Q101
EWA	ISHARES	153,488	$3.509M	0.1%	$23.23	—	MSCI AUST ETF	464286103
—	CIGNA CORPORATION	25,124	$3.252M	0.1%	$108.42	—	COM	125509109
EWC	ISHARES	118,206	$3.213M	0.1%	$27.44	—	MSCI CDA ETF	464286509
EWP	ISHARES	89,517	$3.113M	0.1%	$39.93	—	MSCI SPAN CP ETF	464286764
—	ISHARES	196,452	$3.092M	0.1%	$13.69	—	MSCI TAIWAN ETF	464286731
EWD	ISHARES	85,008	$2.846M	0.1%	$32.46	—	MSCI SWEDEN ETF	464286756
COST	COSTCO WHSL CORP NEW	18,414	$2.79M	0.1%	$92.36	+30.9%	COM	22160K105
LPLA	LPL FINL HLDGS INC	63,184	$2.771M	0.1%	$47.82	-7.6%	COM	50212V100
WKC	WORLD FUEL SVCS CORP	47,384	$2.724M	0.1%	$51.93	0.0%	COM	981475106
TDY	TELEDYNE TECHNOLOGIES INC	24,931	$2.661M	0.1%	$85.43	+17.3%	COM	879360105
—	ISHARES	175,050	$2.591M	0.1%	$16.40	—	MSCI ITALCPD ETF	464286855
EPI	WISDOMTREE TR	113,162	$2.58M	0.1%	$18.30	—	INDIA ERNGS FD	97717W422
HAL	HALLIBURTON CO	55,992	$2.457M	0.1%	$37.65	-10.2%	COM	406216101
JACK	JACK IN THE BOX INC	25,496	$2.446M	0.1%	$49.63	+82.6%	COM	466367109
—	CELGENE CORP	21,060	$2.428M	0.1%	$108.15	—	COM	151020104
—	ISLE OF CAPRI CASINOS INC	171,987	$2.416M	0.1%	$8.91	—	COM	464592104
—	NAVIGATORS GROUP INC	30,710	$2.39M	0.1%	$61.07	—	COM	638904102
BRK/B	BERKSHIRE HATHAWAY INC DEL	16,435	$2.372M	0.1%	$115.64	+27.2%	CL B NEW	084670702
—	PERICOM SEMICONDUCTOR CORP	151,591	$2.345M	0.1%	$8.26	—	COM	713831105
IEX	IDEX CORP	30,879	$2.342M	0.1%	$62.73	+4.2%	COM	45167R104
QCOM	QUALCOMM INC	32,411	$2.247M	0.1%	$46.52	+11.0%	COM	747525103
EWY	ISHARES	39,013	$2.233M	0.1%	$54.56	—	MSCI STH KOR ETF	464286772
LUV	SOUTHWEST AIRLS CO	49,065	$2.174M	0.1%	$18.77	+105.6%	COM	844741108
MTSI	MA COM TECHNOLOGY SOLUTIONS	57,714	$2.15M	0.1%	$23.70	+41.1%	COM	55405Y100
ALG	ALAMO GROUP INC	33,146	$2.093M	0.1%	$43.30	+13.0%	COM	011311107
IMKTA	INGLES MKTS INC	42,188	$2.087M	0.1%	$24.06	+60.6%	CL A	457030104
MANH	MANHATTAN ASSOCS INC	40,507	$2.05M	0.1%	$33.96	+42.0%	COM	562750109
ACGL	ARCH CAP GROUP LTD	33,024	$2.034M	0.1%	$18.03	+5.6%	ORD	G0450A105
WWD	WOODWARD INC	39,380	$2.009M	0.1%	$42.35	+4.6%	COM	980745103
AMG	AFFILIATED MANAGERS GROUP	9,273	$1.992M	0.1%	$204.27	0.0%	COM	008252108
CTAS	CINTAS CORP	24,113	$1.968M	0.1%	$15.56	+16.5%	COM	172908105
—	LIBERTY INTERACTIVE CORP	65,910	$1.924M	0.1%	$29.19	—	INT COM SER A	53071M104
SSNC	SS&C TECHNOLOGIES HLDGS INC	30,841	$1.921M	0.1%	$18.45	+61.0%	COM	78467J100
GSBC	GREAT SOUTHN BANCORP INC	47,694	$1.879M	0.1%	$30.26	+24.3%	COM	390905107
SWKS	SKYWORKS SOLUTIONS INC	18,917	$1.859M	0.1%	$45.31	+51.7%	COM	83088M102
EWH	ISHARES	84,356	$1.85M	0.1%	$18.55	—	MSCI HONG KG ETF	464286871
ORCL	ORACLE CORP	42,713	$1.843M	0.1%	$33.42	+10.3%	COM	68389X105
MCHP	MICROCHIP TECHNOLOGY INC	37,556	$1.836M	0.1%	$19.34	0.0%	COM	595017104
CAR	AVIS BUDGET GROUP	30,531	$1.802M	0.1%	$56.13	+3.3%	COM	053774105
EA	ELECTRONIC ARTS INC	30,579	$1.798M	0.1%	$35.12	+49.3%	COM	285512109
—	CLEAR CHANNEL OUTDOOR HLDGS	173,693	$1.758M	0.1%	$10.12	—	CL A	18451C109
—	QUINTILES TRANSNATIO HLDGS I	25,951	$1.738M	0.1%	$52.38	—	COM	74876Y101
—	AETNA INC NEW	16,150	$1.72M	0.1%	$83.03	—	COM	00817Y108
—	ALLIED WRLD ASSUR COM HLDG A	42,536	$1.718M	0.1%	$49.64	—	SHS	H01531104
EZA	ISHARES	25,365	$1.7M	0.1%	$60.35	—	MSCI STH AFR ETF	464286780
PKG	PACKAGING CORP AMER	21,247	$1.661M	0.1%	$41.89	+36.6%	COM	695156109
EW	EDWARDS LIFESCIENCES CORP	11,653	$1.66M	0.1%	$20.09	+11.7%	COM	28176E108
EWN	ISHARES	65,056	$1.645M	0.1%	$21.68	—	MSCI NETHERL ETF	464286814
—	MERIDIAN BANCORP INC MD	123,719	$1.629M	0.1%	$10.95	—	COM	58958U103
PLOW	DOUGLAS DYNAMICS INC	71,314	$1.629M	0.1%	$16.88	+28.1%	COM	25960R105
—	JARDEN CORP	30,390	$1.608M	0.1%	$49.53	—	COM	471109108
RITM	NEW RESIDENTIAL INVT CORP	104,412	$1.569M	0.0%	$12.92	—	COM NEW	64828T201
EBS	EMERGENT BIOSOLUTIONS INC	54,463	$1.566M	0.0%	$25.26	+13.6%	COM	29089Q105
KFY	KORN FERRY INTL	47,263	$1.554M	0.0%	$20.05	+29.5%	COM NEW	500643200
—	SILVER BAY RLTY TR CORP	95,859	$1.549M	0.0%	$16.16	—	COM	82735Q102
—	HCC INS HLDGS INC	27,196	$1.541M	0.0%	$56.66	—	COM	404132102
HCA	HCA HOLDINGS INC	20,325	$1.529M	0.0%	$64.00	+4.3%	COM	40412C101
TRGP	TARGA RES CORP	15,716	$1.505M	0.0%	$50.54	+9.7%	COM	87612G101
BDC	BELDEN INC	15,967	$1.494M	0.0%	$70.13	+18.7%	COM	077454106
COLM	COLUMBIA SPORTSWEAR CO	24,512	$1.493M	0.0%	$35.53	+24.7%	COM	198516106
IOSP	INNOSPEC INC	32,132	$1.491M	0.0%	$35.88	+3.3%	COM	45768S105
ADBE	ADOBE SYS INC	19,963	$1.476M	0.0%	$74.59	0.0%	COM	00724F101
LEA	LEAR CORP	13,097	$1.451M	0.0%	$61.26	+41.5%	COM NEW	521865204
—	GLOBE SPECIALTY METALS INC	74,415	$1.408M	0.0%	$17.23	—	COM	37954N206
—	COMVERSE INC	70,639	$1.392M	0.0%	$19.18	—	COM	20585P105
RWT	REDWOOD TR INC	77,388	$1.383M	0.0%	$19.56	—	COM	758075402
EIDO	ISHARES TR	49,644	$1.378M	0.0%	$26.80	—	MSCI INDONIA ETF	46429B309
—	INTEGRATED DEVICE TECHNOLOGY	68,590	$1.373M	0.0%	$11.94	—	COM	458118106
—	BRIGGS & STRATTON CORP	66,533	$1.367M	0.0%	$20.46	—	COM	109043109
ETR	ENTERGY CORP NEW	17,624	$1.366M	0.0%	$24.02	+10.9%	COM	29364G103
PBH	PRESTIGE BRANDS HLDGS INC	31,632	$1.357M	0.0%	$38.11	0.0%	COM	74112D101
SCVL	SHOE CARNIVAL INC	45,929	$1.352M	0.0%	$11.43	+8.5%	COM	824889109
MEI	METHODE ELECTRS INC	28,553	$1.343M	0.0%	$29.95	+7.7%	COM	591520200
SCL	STEPAN CO	31,921	$1.33M	0.0%	$39.81	0.0%	COM	858586100
MUSA	MURPHY USA INC	18,152	$1.314M	0.0%	$65.21	+4.7%	COM	626755102
—	COHERENT INC	20,159	$1.31M	0.0%	$64.98	—	COM	192479103
GWRE	GUIDEWIRE SOFTWARE INC	24,748	$1.302M	0.0%	$41.61	+24.5%	COM	40171V100
—	FBL FINL GROUP INC	20,962	$1.3M	0.0%	$44.81	—	CL A	30239F106
CDW	CDW CORP	34,892	$1.299M	0.0%	$28.77	+11.8%	COM	12514G108
—	SUPER MICRO COMPUTER INC	39,064	$1.297M	0.0%	$23.44	—	COM	86800U104
AMSF	AMERISAFE INC	28,019	$1.296M	0.0%	$18.39	0.0%	COM	03071H100
MMI	MARCUS & MILLICHAP INC	34,534	$1.294M	0.0%	$24.98	+32.3%	COM	566324109
FIBK	FIRST INTST BANCSYSTEM INC	46,084	$1.282M	0.0%	$14.56	+10.2%	COM CL A	32055Y201
—	GP STRATEGIES CORP	34,425	$1.274M	0.0%	$32.33	—	COM	36225V104
—	AMERICAN CAPITAL AGENCY CORP	59,402	$1.267M	0.0%	$21.28	—	COM	02503X105
—	BERRY PLASTICS GROUP INC	34,976	$1.266M	0.0%	$36.20	—	COM	08579W103
APH	AMPHENOL CORP NEW	21,460	$1.265M	0.0%	$10.69	+18.1%	CL A	032095101
WAL	WESTERN ALLIANCE BANCORP	42,425	$1.257M	0.0%	$19.15	+26.3%	COM	957638109
—	SL GREEN RLTY CORP	9,789	$1.257M	0.0%	$100.28	—	COM	78440X101
RCL	ROYAL CARIBBEAN CRUISES LTD	15,323	$1.254M	0.0%	$51.94	+33.7%	COM	V7780T103
—	ALLEGHANY CORP DEL	2,564	$1.249M	0.0%	$411.33	—	COM	017175100
—	ISHARES	97,308	$1.246M	0.0%	$12.82	—	MSCI SINGAP ETF	464286673
GATX	GATX CORP	21,477	$1.245M	0.0%	$46.33	-2.6%	COM	361448103
—	ALEXION PHARMACEUTICALS INC	7,138	$1.237M	0.0%	$152.90	—	COM	015351109
EWW	ISHARES	20,944	$1.214M	0.0%	$63.10	—	MSCI MEX CAP ETF	464286822
UNF	UNIFIRST CORP MASS	10,226	$1.204M	0.0%	$103.83	+8.4%	COM	904708104
DLX	DELUXE CORP	17,351	$1.202M	0.0%	$33.95	+25.9%	COM	248019101
—	HEALTHSOUTH CORP	27,098	$1.202M	0.0%	$34.85	—	COM NEW	421924309
EXR	EXTRA SPACE STORAGE INC	17,446	$1.179M	0.0%	$37.74	+16.2%	COM	30225T102
—	MYLAN N V	19,657	$1.167M	0.0%	$59.37	—	SHS EURO	N59465109
EEM	ISHARES TR	28,973	$1.163M	0.0%	$41.79	—	MSCI EMG MKT ETF	464287234
JBTM	JOHN BEAN TECHNOLOGIES CORP	32,390	$1.157M	0.0%	$27.24	+15.5%	COM	477839104
TRN	TRINITY INDS INC	32,484	$1.154M	0.0%	$16.90	-7.3%	COM	896522109
CTRN	CITI TRENDS INC	42,401	$1.145M	0.0%	$19.18	+22.9%	COM	17306X102
MCS	MARCUS CORP	53,502	$1.139M	0.0%	$19.38	0.0%	COM	566330106
MTX	MINERALS TECHNOLOGIES INC	15,447	$1.129M	0.0%	$63.87	+1.5%	COM	603158106
ZBRA	ZEBRA TECHNOLOGIES CORP	12,432	$1.128M	0.0%	$72.46	+19.4%	CL A	989207105
CPK	CHESAPEAKE UTILS CORP	22,030	$1.115M	0.0%	$33.89	+17.4%	COM	165303108
—	ASHFORD HOSPITALITY TR INC	115,740	$1.113M	0.0%	$9.97	—	COM SHS	044103109
—	THE ADT CORPORATION	26,759	$1.111M	0.0%	$41.52	—	COM	00101J106
CASY	CASEYS GEN STORES INC	12,286	$1.107M	0.0%	$82.99	0.0%	COM	147528103
DAL	DELTA AIR LINES INC DEL	24,598	$1.106M	0.0%	$26.52	+53.3%	COM NEW	247361702
BFAM	BRIGHT HORIZONS FAM SOL IN D	21,538	$1.104M	0.0%	$49.74	0.0%	COM	109194100
LYV	LIVE NATION ENTERTAINMENT IN	43,318	$1.093M	0.0%	$25.23	0.0%	COM	538034109
TUR	ISHARES	23,366	$1.084M	0.0%	$52.34	—	MSCI TURKEY ETF	464286715
DY	DYCOM INDS INC	21,880	$1.069M	0.0%	$39.30	0.0%	COM	267475101
ESE	ESCO TECHNOLOGIES INC	27,415	$1.069M	0.0%	$35.66	0.0%	COM	296315104
CW	CURTISS WRIGHT CORP	14,366	$1.062M	0.0%	$63.74	+3.8%	COM	231561101
CUBI	CUSTOMERS BANCORP INC	43,037	$1.048M	0.0%	$18.97	+13.6%	COM	23204G100
TOL	TOLL BROTHERS INC	26,503	$1.043M	0.0%	$36.40	+0.4%	COM	889478103
CRI	CARTER INC	11,271	$1.042M	0.0%	$57.04	+15.3%	COM	146229109
—	DISCOVER FINL SVCS	18,376	$1.035M	0.0%	$53.62	—	COM	254709108
ALK	ALASKA AIR GROUP INC	15,620	$1.034M	0.0%	$50.34	+18.1%	COM	011659109
EWK	ISHARES	61,089	$1.032M	0.0%	$14.68	—	BELGIUM CAPD ETF	464286301
—	BROADCOM CORP	23,703	$1.026M	0.0%	$37.14	—	CL A	111320107
USPH	U S PHYSICAL THERAPY INC	21,499	$1.021M	0.0%	$37.12	+14.6%	COM	90337L108
—	ENDURANCE SPECIALTY HLDGS LT	16,677	$1.02M	0.0%	$58.74	—	SHS	G30397106
—	RALLY SOFTWARE DEV CORP	64,596	$1.014M	0.0%	$12.78	—	COM	751198102
REG	REGENCY CTRS CORP	14,874	$1.012M	0.0%	$39.73	+12.2%	COM	758849103
AAP	ADVANCE AUTO PARTS INC	6,723	$1.006M	0.0%	$111.31	+21.1%	COM	00751Y106
—	LANNET INC	14,813	$1.003M	0.0%	$41.77	—	COM	516012101
SNX	SYNNEX CORP	12,936	$999K	0.0%	$29.95	+13.7%	COM	87162W100
—	BENEFICIAL BANCORP INC	88,306	$997K	0.0%	$11.29	—	COM	08171T102
CVGW	CALAVO GROWERS INC	19,320	$993K	0.0%	$31.99	+15.8%	COM	128246105
ICUI	ICU MED INC	10,650	$992K	0.0%	$68.99	+26.8%	COM	44930G107
KRO	KRONOS WORLDWIDE INC	77,963	$986K	0.0%	$7.07	-5.3%	COM	50105F105
PCH	POTLATCH CORP NEW	24,607	$985K	0.0%	$39.91	—	COM	737630103
HELE	HELEN OF TROY CORP LTD	12,049	$982K	0.0%	$65.30	+16.8%	COM	G4388N106
GBX	GREENBRIER COS INC	16,759	$972K	0.0%	$43.80	-6.6%	COM	393657101
—	IMPERVA INC	22,749	$971K	0.0%	$33.03	—	COM	45321L100
WPC	W P CAREY INC	14,209	$966K	0.0%	$63.98	—	COM	92936U109
PLUS	EPLUS INC	11,037	$959K	0.0%	$14.67	+32.6%	COM	294268107
EIS	ISHARES	18,910	$957K	0.0%	$51.68	—	MSCI ISR CAP ETF	464286632
EPU	ISHARES	33,405	$951K	0.0%	$33.14	—	ALL PERU CAP ETF	464289842
—	NEWLINK GENETICS CORP	17,367	$950K	0.0%	$26.14	—	COM	651511107
VNQ	VANGUARD INDEX FDS	11,176	$942K	0.0%	$71.83	—	REIT ETF	922908553
BALL	BALL CORP	13,207	$933K	0.0%	$26.90	+15.1%	COM	058498106
GOVT	ISHARES TR	36,483	$932K	0.0%	$24.82	—	CORE US TR BD	46429B267
—	DIME CMNTY BANCSHARES	57,757	$930K	0.0%	$16.28	—	COM	253922108
SIGI	SELECTIVE INS GROUP INC	31,896	$927K	0.0%	$22.62	+3.0%	COM	816300107
—	SYMETRA FINL CORP	39,201	$920K	0.0%	$23.34	—	COM	87151Q106
KAI	KADANT INC	17,252	$908K	0.0%	$40.18	0.0%	COM	48282T104
EPP	ISHARES	20,000	$907K	0.0%	$45.35	—	MSCI PAC JP ETF	464286665
NTCT	NETSCOUT SYS INC	20,586	$903K	0.0%	$38.76	-0.1%	COM	64115T104
VGK	VANGUARD INTL EQUITY INDEX F	16,451	$892K	0.0%	$54.22	—	FTSE EUROPE ETF	922042874
CMP	COMPASS MINERALS INTL INC	9,570	$892K	0.0%	$65.22	0.0%	COM	20451N101
—	AMTRUST FINL SVCS INC	15,599	$889K	0.0%	$37.75	—	COM	032359309
—	SPDR SERIES TRUST	22,575	$885K	0.0%	$39.20	—	BRC HGH YLD BD	78464A417
ABG	ASBURY AUTOMOTIVE GROUP INC	10,465	$870K	0.0%	$77.18	0.0%	COM	043436104
TMP	TOMPKINS FINANCIAL CORPORATI	16,100	$867K	0.0%	$34.19	+9.0%	COM	890110109
VMC	VULCAN MATLS CO	10,272	$866K	0.0%	$57.79	+22.2%	COM	929160109
—	CORPORATE EXECUTIVE BRD CO	10,826	$865K	0.0%	$79.90	—	COM	21988R102
—	WYNDHAM WORLDWIDE CORP	9,540	$863K	0.0%	$72.07	—	COM	98310W108
—	TEEKAY CORPORATION	18,178	$847K	0.0%	$46.59	—	COM	Y8564W103
EWZ	ISHARES	26,873	$843K	0.0%	$39.43	—	MSCI BRZ CAP ETF	464286400
ODFL	OLD DOMINION FGHT LINES INC	10,889	$842K	0.0%	$24.31	0.0%	COM	679580100
—	HSBC HLDGS PLC	32,809	$841K	0.0%	$25.15	—	ADR A 1/40PF A	404280604
JBL	JABIL CIRCUIT INC	35,870	$839K	0.0%	$18.80	+5.9%	COM	466313103
SEE	SEALED AIR CORP NEW	18,246	$831K	0.0%	$30.71	+20.6%	COM	81211K100
—	SPEEDWAY MOTORSPORTS INC	36,401	$828K	0.0%	$22.47	—	COM	847788106
SYNA	SYNAPTICS INC	10,178	$828K	0.0%	$64.64	+16.8%	COM	87157D109
—	ISIS PHARMACEUTICALS INC	12,957	$825K	0.0%	$44.02	—	COM	464330109
—	MAGELLAN HEALTH INC	11,561	$819K	0.0%	$70.84	—	COM NEW	559079207
SPY	SPDR S&P 500 ETF TR	3,924	$810K	0.0%	$203.08	—	TR UNIT	78462F103
CMG	CHIPOTLE MEXICAN GRILL INC	1,242	$808K	0.0%	$13.45	+1.5%	COM	169656105
AYI	ACUITY BRANDS INC	4,794	$806K	0.0%	$151.50	0.0%	COM	00508Y102
—	GLOBAL X FDS	69,126	$806K	0.0%	$15.50	—	GLBX MSCI NORW	37950E747
FLWS	1 800 FLOWERS COM	68,082	$805K	0.0%	$8.11	+25.6%	CL A	68243Q106
—	BRYN MAWR BK CORP	26,432	$804K	0.0%	$30.42	—	COM	117665109
HMN	HORACE MANN EDUCATORS CORP N	23,453	$802K	0.0%	$29.92	+7.6%	COM	440327104
—	DTS INC	23,495	$800K	0.0%	$21.97	—	COM	23335C101
—	DST SYS INC DEL	7,226	$800K	0.0%	$101.34	—	COM	233326107
—	ALMOST FAMILY INC	17,795	$796K	0.0%	$24.80	—	COM	020409108
LECO	LINCOLN ELEC HLDGS INC	12,162	$795K	0.0%	$69.57	-2.6%	COM	533900106
—	ICONIX BRAND GROUP INC	23,556	$793K	0.0%	$33.15	—	COM	451055107
PFBC	PREFERRED BK LOS ANGELES CA	28,731	$789K	0.0%	$21.63	+25.3%	COM NEW	740367404
AMKR	AMKOR TECHNOLOGY INC	89,195	$788K	0.0%	$7.58	0.0%	COM	031652100
—	PAREXEL INTL CORP	11,414	$787K	0.0%	$63.99	—	COM	699462107
BR	BROADRIDGE FINL SOLUTIONS IN	14,287	$786K	0.0%	$33.93	+23.6%	COM	11133T103
LOPE	GRAND CANYON ED INC	18,117	$784K	0.0%	$36.65	+22.3%	COM	38526M106
—	CABLEVISION SYS CORP	42,749	$782K	0.0%	$17.05	—	CL A NY CABLVS	12686C109
EPOL	ISHARES TR	32,738	$765K	0.0%	$24.95	—	MSCI POL CAP ETF	46429B606
—	ASPEN TECHNOLOGY INC	19,844	$764K	0.0%	$37.95	—	COM	045327103
ADI	ANALOG DEVICES INC	12,078	$761K	0.0%	$45.43	0.0%	COM	032654105
EPD	ENTERPRISE PRODS PARTNERS L	22,795	$751K	0.0%	$57.76	—	COM	293792107
IBM	INTERNATIONAL BUSINESS MACHS	4,679	$751K	0.0%	$118.94	-18.9%	COM	459200101
CAH	CARDINAL HEALTH INC	8,313	$750K	0.0%	$38.64	+64.7%	COM	14149Y108
—	STARZ	21,418	$737K	0.0%	$34.41	—	COM SER A	85571Q102
—	COVANTA HLDG CORP	32,856	$737K	0.0%	$21.17	—	COM	22282E102
NL	NL INDS INC	94,443	$732K	0.0%	$5.78	-12.8%	COM NEW	629156407
UTL	UNITIL CORP	20,966	$729K	0.0%	$33.33	+5.8%	COM	913259107
WHR	WHIRLPOOL CORP	3,609	$729K	0.0%	$174.37	+16.5%	COM	963320106
AMN	AMN HEALTHCARE SERVICES INC	31,525	$727K	0.0%	$16.63	+24.4%	COM	001744101
—	CONNECTICUT WTR SVC INC	19,894	$723K	0.0%	$34.94	—	COM	207797101
BFS	SAUL CTRS INC	12,573	$719K	0.0%	$49.13	—	COM	804395101
—	MULTI COLOR CORP	10,366	$719K	0.0%	$52.35	—	COM	625383104
OCFC	OCEANFIRST FINL CORP	41,469	$716K	0.0%	$11.37	0.0%	COM	675234108
SRCE	1ST SOURCE CORP	22,175	$712K	0.0%	$31.40	—	COM	336901103
—	HARMAN INTL INDS INC	5,318	$711K	0.0%	$133.70	—	COM	413086109
—	U S G CORP	26,135	$698K	0.0%	$26.71	—	COM NEW	903293405
VTR	VENTAS INC	9,531	$696K	0.0%	$47.91	+11.5%	COM	92276F100
MU	MICRON TECHNOLOGY INC	25,647	$696K	0.0%	$23.21	+25.7%	COM	595112103
FNF	FIDELITY NATIONAL FINANCIAL	18,918	$695K	0.0%	$16.79	0.0%	FNF GROUP COM	31620R303
TBI	TRUEBLUE INC	28,317	$690K	0.0%	$23.67	-5.1%	COM	89785X101
—	ON ASSIGNMENT INC	17,823	$684K	0.0%	$31.00	—	COM	682159108
HSIC	SCHEIN HENRY INC	4,892	$683K	0.0%	$43.78	+25.4%	COM	806407102
—	COOPER TIRE & RUBR CO	15,724	$674K	0.0%	$30.64	—	COM	216831107
—	CITRIX SYS INC	10,347	$661K	0.0%	$65.03	—	COM	177376100
DRI	DARDEN RESTAURANTS INC	9,496	$658K	0.0%	$37.02	+10.7%	COM	237194105
STZ	CONSTELLATION BRANDS INC	5,640	$655K	0.0%	$76.92	+25.2%	CL A	21036P108
—	SUPERIOR INDS INTL INC	34,304	$649K	0.0%	$18.92	—	COM	868168105
EFA	ISHARES TR	10,050	$645K	0.0%	$62.26	—	MSCI EAFE ETF	464287465
—	CERNER CORP	8,648	$634K	0.0%	$56.79	—	COM	156782104
—	BEMIS INC	13,651	$632K	0.0%	$46.30	—	COM	081437105
—	ISHARES	46,974	$624K	0.0%	$14.66	—	MSCI MALAYSI ETF	464286830
AMBA	AMBARELLA INC	8,248	$624K	0.0%	$46.72	+29.9%	SHS	G037AX101
—	TOWER INTL INC	23,429	$623K	0.0%	$21.51	—	COM	891826109
AMCX	AMC NETWORKS INC	8,060	$618K	0.0%	$69.08	0.0%	CL A	00164V103
IGSB	ISHARES	5,808	$613K	0.0%	$105.48	—	1-3 YR CR BD ETF	464288646
AMWD	AMERICAN WOODMARK CORP	10,902	$597K	0.0%	$36.68	+25.2%	COM	030506109
—	HEADWATERS INC	32,396	$594K	0.0%	$16.74	—	COM	42210P102
PIPR	PIPER JAFFRAY COS	11,310	$593K	0.0%	$43.47	+25.0%	COM	724078100
—	WGL HLDGS INC	10,486	$591K	0.0%	$48.84	—	COM	92924F106
PEG	PUBLIC SVC ENTERPRISE GROUP	14,061	$589K	0.0%	$22.41	+27.2%	COM	744573106
—	FREESCALE SEMICONDUCTOR LTD	14,352	$585K	0.0%	$40.76	—	SHS	G3727Q101
HBAN	HUNTINGTON BANCSHARES INC	52,790	$583K	0.0%	$6.86	0.0%	COM	446150104
TDG	TRANSDIGM GROUP INC	2,660	$582K	0.0%	$131.65	0.0%	COM	893641100
—	FAIRCHILD SEMICONDUCTOR INTL	31,751	$577K	0.0%	$15.77	—	COM	303726103
SATS	ECHOSTAR CORP	11,120	$575K	0.0%	$42.57	0.0%	CL A	278768106
ESNT	ESSENT GROUP LTD	24,016	$574K	0.0%	$21.49	0.0%	COM	G3198U102
—	RITE AID CORP	64,851	$564K	0.0%	$8.70	—	COM	767754104
—	ENDO INTL PLC	6,207	$557K	0.0%	$70.41	—	SHS	G30401106
MTG	MGIC INVT CORP WIS	57,784	$556K	0.0%	$9.15	0.0%	COM	552848103
—	FELCOR LODGING TR INC	48,324	$555K	0.0%	$9.96	—	COM	31430F101
CACC	CREDIT ACCEP CORP MICH	2,838	$553K	0.0%	$123.41	+37.1%	COM	225310101
—	ULTIMATE SOFTWARE GROUP INC	3,250	$552K	0.0%	$152.90	—	COM	90385D107
EXPE	EXPEDIA INC DEL	5,868	$552K	0.0%	$75.60	+10.8%	COM NEW	30212P303
BBY	BEST BUY INC	14,435	$546K	0.0%	$23.44	+9.5%	COM	086516101
JBLU	JETBLUE AIRWAYS CORP	28,320	$545K	0.0%	$17.02	0.0%	COM	477143101
—	SKECHERS U S A INC	7,555	$543K	0.0%	$46.02	—	CL A	830566105
—	LEVEL 3 COMMUNICATIONS INC	9,997	$538K	0.0%	$41.59	—	COM NEW	52729N308
—	RESTORATION HARDWARE HLDGS I	5,425	$538K	0.0%	$99.17	—	COM	761283100
CAT	CATERPILLAR INC DEL	6,709	$537K	0.0%	$63.13	0.0%	COM	149123101
ULTA	ULTA SALON COSMETCS & FRAG I	3,517	$531K	0.0%	$138.42	0.0%	COM	90384S303
LNC	LINCOLN NATL CORP IND	9,206	$529K	0.0%	$33.88	+11.2%	COM	534187109
HVT	HAVERTY FURNITURE INC	21,087	$525K	0.0%	$24.25	0.0%	COM	419596101
—	GUARANTY BANCORP DEL	30,770	$522K	0.0%	$13.99	—	COM NEW	40075T607
—	PROVIDENCE SVC CORP	9,765	$519K	0.0%	$39.60	—	COM	743815102
VOYA	VOYA FINL INC	11,966	$516K	0.0%	$37.71	0.0%	COM	929089100
EPHE	ISHARES TR	12,393	$516K	0.0%	$34.32	—	MSCI PHILIPS ETF	46429B408
KMX	CARMAX INC	7,424	$512K	0.0%	$65.20	0.0%	COM	143130102
AAL	AMERICAN AIRLS GROUP INC	9,644	$509K	0.0%	$48.17	0.0%	COM	02376R102
MA	MASTERCARD INC	5,873	$507K	0.0%	$81.25	0.0%	CL A	57636Q104
RLI	RLI CORP	9,639	$505K	0.0%	$14.41	+16.7%	COM	749607107
—	MAINSOURCE FINANCIAL GP INC	25,607	$503K	0.0%	$18.69	—	COM	56062Y102
MSEX	MIDDLESEX WATER CO	22,111	$503K	0.0%	$20.91	+6.9%	COM	596680108
—	FLEETCOR TECHNOLOGIES INC	3,328	$502K	0.0%	$148.77	—	COM	339041105
—	CREE INC	14,088	$500K	0.0%	$35.49	—	COM	225447101
MKSI	MKS INSTRUMENT INC	14,652	$495K	0.0%	$29.19	+8.3%	COM	55306N104
—	CHUBB CORP	4,887	$494K	0.0%	$101.08	—	COM	171232101
—	BROCADE COMMUNICATIONS SYS I	41,550	$493K	0.0%	$11.85	—	COM NEW	111621306
BANC	BANC CALIF INC	39,825	$490K	0.0%	$8.66	-1.4%	COM	05990K106
—	AIRCASTLE LTD	21,661	$486K	0.0%	$22.44	—	COM	G0129K104
—	MADISON SQUARE GARDEN CO	5,729	$485K	0.0%	$84.66	—	CL A	55826P100
DIN	DINEEQUITY INC	4,517	$483K	0.0%	$57.49	+16.5%	COM	254423106
PCAR	PACCAR INC	7,614	$481K	0.0%	$28.20	0.0%	COM	693718108
—	STAGE STORES INC	20,801	$477K	0.0%	$22.93	—	COM NEW	85254C305
UEIC	UNIVERSAL ELECTRS INC	8,415	$475K	0.0%	$37.44	+62.1%	COM	913483103
—	BB&T CORP	12,194	$475K	0.0%	$35.22	—	COM	054937107
HUM	HUMANA INC	2,657	$473K	0.0%	$145.13	0.0%	COM	444859102
—	YADKIN FINL CORP	23,202	$471K	0.0%	$19.65	—	COM	984305102
—	NUANCE COMMUNICATIONS INC	32,703	$469K	0.0%	$14.27	—	COM	67020Y100
THD	ISHARES	5,899	$468K	0.0%	$76.53	—	MSCI THI CAP ETF	464286624
MG	MISTRAS GROUP INC	24,036	$463K	0.0%	$19.37	0.0%	COM	60649T107
EIG	EMPLOYERS HOLDINGS INC	17,134	$462K	0.0%	$17.55	0.0%	COM	292218104
—	VERINT SYS INC	7,359	$456K	0.0%	$50.08	—	COM	92343X100
SYY	SYSCO CORP	11,738	$443K	0.0%	$29.54	0.0%	COM	871829107
—	VIRTUSA CORP	10,669	$441K	0.0%	$41.33	—	COM	92827P102
IWM	ISHARES TR	3,549	$441K	0.0%	$119.61	—	RUSSELL 2000 ETF	464287655
RGP	RESOURCES CONNECTION INC	25,061	$439K	0.0%	$15.77	+9.3%	COM	76122Q105
DPZ	DOMINOS PIZZA INC	4,346	$437K	0.0%	$69.45	+28.3%	COM	25754A201
MKTX	MARKETAXESS HLDGS INC	5,270	$437K	0.0%	$71.51	0.0%	COM	57060D108
ABM	ABM INDS INC	13,544	$432K	0.0%	$24.22	0.0%	COM	000957100
CF	CF INDS HLDGS INC	1,520	$431K	0.0%	$43.99	0.0%	COM	125269100
—	NATIONAL GEN HLDGS CORP	22,993	$430K	0.0%	$18.70	—	COM	636220303
DAN	DANA HLDG CORP	20,140	$426K	0.0%	$16.35	+6.2%	COM	235825205
HXL	HEXCEL CORP NEW	8,246	$424K	0.0%	$38.75	+18.3%	COM	428291108
—	KMG CHEMICALS INC	15,811	$423K	0.0%	$26.75	—	COM	482564101
LADR	LADDER CAP CORP	22,732	$421K	0.0%	$18.52	—	CL A	505743104
—	NAUTILUS INC	27,169	$415K	0.0%	$15.27	—	COM	63910B102
KMI	KINDER MORGAN INC DEL	9,867	$415K	0.0%	$22.45	+6.3%	COM	49456B101
—	TABLEAU SOFTWARE INC	4,483	$415K	0.0%	$86.13	—	CL A	87336U105
FULT	FULTON FINL CORP PA	33,309	$411K	0.0%	$7.82	+2.2%	COM	360271100
IWD	ISHARES TR	3,947	$407K	0.0%	$103.99	—	RUS 1000 VAL ETF	464287598
—	WISCONSIN ENERGY CORP	8,184	$405K	0.0%	$49.49	—	COM	976657106
GPRO	GOPRO INC	9,300	$404K	0.0%	$47.16	0.0%	CL A	38268T103
—	SYKES ENTERPRISES INC	16,264	$404K	0.0%	$23.78	—	COM	871237103
ENTG	ENTEGRIS INC	28,798	$394K	0.0%	$12.30	+2.6%	COM	29362U104
—	ATLANTIC TELE NETWORK INC	5,660	$392K	0.0%	$68.03	—	COM NEW	049079205
SXC	SUNCOKE ENERGY INC	25,688	$384K	0.0%	$19.77	-13.7%	COM	86722A103
—	ROYAL DUTCH SHELL PLC	6,391	$381K	0.0%	$65.87	—	SPONS ADR A	780259206
NWE	NORTHWESTERN CORP	7,037	$379K	0.0%	$28.69	+23.1%	COM NEW	668074305
—	II VI INC	20,497	$378K	0.0%	$18.44	—	COM	902104108
BCC	BOISE CASCADE CO DEL	10,084	$378K	0.0%	$23.12	+12.2%	COM	09739D100
—	SAGENT PHARMACEUTICALS INC	16,128	$375K	0.0%	$24.38	—	COM	786692103
FBNC	FIRST BANCORP N C	21,207	$372K	0.0%	$14.29	-2.1%	COM	318910106
SCHV	SCHWAB STRATEGIC TR	8,573	$371K	0.0%	$42.07	—	US LCAP VA ETF	808524409
GPI	GROUP 1 AUTOMOTIVE INC	4,275	$369K	0.0%	$82.21	0.0%	COM	398905109
—	IGI LABS INC	44,730	$365K	0.0%	$8.72	—	COM	449575109
—	GENERAL FIN CORP DEL	45,058	$364K	0.0%	$8.08	—	COM	369822101
EEFT	EURONET WORLDWIDE INC	6,186	$363K	0.0%	$42.51	+24.6%	COM	298736109
—	SUNOCO LOGISTICS PRTNRS L P	8,770	$363K	0.0%	$56.72	—	COM UNITS	86764L108
CULP	CULP INC	13,425	$359K	0.0%	$18.77	0.0%	COM	230215105
—	ACHILLION PHARMACEUTICALS IN	36,418	$359K	0.0%	$9.86	—	COM	00448Q201
—	ARC DOCUMENT SOLUTIONS INC	38,773	$358K	0.0%	$8.59	—	COM	00191G103
VFC	V F CORP	4,692	$353K	0.0%	$52.23	+32.5%	COM	918204108
—	REIS INC	13,767	$353K	0.0%	$26.15	—	COM	75936P105
TSLA	TESLA MTRS INC	1,851	$349K	0.0%	$13.50	0.0%	COM	88160R101
—	KINDRED HEALTHCARE INC	14,631	$348K	0.0%	$23.79	—	COM	494580103
—	IMPAX LABORATORIES INC	7,355	$345K	0.0%	$46.91	—	COM	45256B101
—	VCA INC	6,144	$337K	0.0%	$26.76	—	COM	918194101
—	HAWAIIAN HOLDINGS INC	15,250	$336K	0.0%	$22.03	—	COM	419879101
CATY	CATHAY GEN BANCORP	11,738	$334K	0.0%	$18.56	0.0%	COM	149150104
CGIP	CELADON GROUP INC	11,952	$325K	0.0%	$24.43	0.0%	COM	150838100
NCLH	NORWEGIAN CRUISE LINE HLDGS	5,948	$321K	0.0%	$40.15	+19.0%	SHS	G66721104
SANM	SANMINA CORPORATION	13,264	$321K	0.0%	$18.99	+20.9%	COM	801056102
OLN	OLIN CORP	9,852	$316K	0.0%	$19.44	0.0%	COM PAR $1	680665205
NAT	NORDIC AMERICAN TANKERS LIMI	26,139	$311K	0.0%	$10.57	0.0%	COM	G65773106
—	INFINERA CORPORATION	15,782	$310K	0.0%	$14.74	—	COM	45667G103
ALEX	ALEXANDER & BALDWIN INC NEW	7,132	$308K	0.0%	$39.25	—	COM	014491104
BURL	BURLINGTON STORES INC	5,149	$306K	0.0%	$42.52	+26.1%	COM	122017106
—	SPIRIT AEROSYSTEMS HLDGS INC	5,846	$305K	0.0%	$43.09	—	COM CL A	848574109
—	MAGELLAN MIDSTREAM PRTNRS LP	3,949	$303K	0.0%	$57.14	—	COM UNIT RP LP	559080106
GVA	GRANITE CONSTR INC	8,544	$300K	0.0%	$31.01	+12.1%	COM	387328107
SNPS	SYNOPSYS INC	6,424	$298K	0.0%	$35.61	+25.7%	COM	871607107
RLJ	RLJ LODGING TR	9,527	$298K	0.0%	$33.51	—	COM	74965L101
IDCC	INTERDIGITAL INC	5,787	$294K	0.0%	$51.89	0.0%	COM	45867G101
GIII	G-III APPAREL GROUP LTD	2,595	$292K	0.0%	$42.81	+19.9%	COM	36237H101
—	SUPERVALU INC	25,011	$291K	0.0%	$11.63	—	COM	868536103
ITB	ISHARES	10,210	$288K	0.0%	$28.21	—	US HOME CONS ETF	464288752
GLD	SPDR GOLD TRUST	2,528	$287K	0.0%	$120.44	—	GOLD SHS	78463V107
—	FIESTA RESTAURANT GROUP INC	4,644	$283K	0.0%	$60.94	—	COM	31660B101
—	TESSERA TECHNOLOGIES INC	7,010	$282K	0.0%	$40.23	—	COM	88164L100
NXST	NEXSTAR BROADCASTING GROUP I	4,928	$282K	0.0%	$40.13	0.0%	CL A	65336K103
SCHM	SCHWAB STRATEGIC TR	6,495	$280K	0.0%	$40.43	—	US MID-CAP ETF	808524508
—	SUN BANCORP INC	14,821	$280K	0.0%	$18.89	—	COM NEW	86663B201
—	TEAM HEALTH HOLDINGS INC	4,778	$280K	0.0%	$58.60	—	COM	87817A107
—	BROWN SHOE INC NEW	8,546	$280K	0.0%	$32.76	—	COM	115736100
—	TERRAFORM PWR INC	7,601	$278K	0.0%	$36.57	—	CL A COM	88104R100
—	ADVISORY BRD CO	5,225	$278K	0.0%	$53.21	—	COM	00762W107
—	CORESITE RLTY CORP	5,718	$278K	0.0%	$39.04	—	COM	21870Q105
—	MEDIDATA SOLUTIONS INC	5,644	$277K	0.0%	$49.08	—	COM	58471A105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	10,888	$277K	0.0%	$27.23	0.0%	COM	874054109
RRGB	RED ROBIN GOURMET BURGERS IN	3,179	$277K	0.0%	$81.07	0.0%	COM	75689M101
PRTA	PROTHENA CORP PLC	7,212	$275K	0.0%	$25.65	0.0%	SHS	G72800108
—	ZYNGA INC	96,617	$275K	0.0%	$2.85	—	CL A	98986T108
MSTR	MICROSTRATEGY INC	1,623	$275K	0.0%	$16.88	0.0%	CL A NEW	594972408
—	PETROCHINA CO LTD	2,475	$275K	0.0%	$110.73	—	SPONSORED ADR	71646E100
—	HATTERAS FINL CORP	15,071	$274K	0.0%	$18.18	—	COM	41902R103
IBKR	INTERACTIVE BROKERS GROUP IN	8,040	$274K	0.0%	$7.33	0.0%	COM	45841N107
WEN	WENDYS CO	24,864	$271K	0.0%	$8.44	+26.6%	COM	95058W100
—	JAMBA INC	18,434	$271K	0.0%	$14.23	—	COM NEW	47023A309
—	HALYARD HEALTH INC	5,478	$270K	0.0%	$49.29	—	COM	40650V100
WERN	WERNER ENTERPRISES INC	8,573	$269K	0.0%	$30.89	0.0%	COM	950755108
AGO	ASSURED GUARANTY LTD	10,141	$268K	0.0%	$21.44	0.0%	COM	G0585R106
—	RTI INTL METALS INC	7,445	$267K	0.0%	$35.86	—	COM	74973W107
CSGP	COSTAR GROUP INC	1,351	$267K	0.0%	$15.67	+20.5%	COM	22160N109
TTC	TORO CO	3,786	$265K	0.0%	$33.13	0.0%	COM	891092108
IWF	ISHARES TR	2,674	$264K	0.0%	$95.61	—	RUS 1000 GRW ETF	464287614
ALGT	ALLEGIANT TRAVEL CO	1,366	$263K	0.0%	$157.67	0.0%	COM	01748X102
—	HALLMARK FINL SVCS INC EC	24,601	$261K	0.0%	$12.07	—	COM NEW	40624Q203
BP	BP PLC	6,648	$260K	0.0%	$39.11	—	SPONSORED ADR	055622104
AKAM	AKAMAI TECHNOLOGIES INC	3,644	$259K	0.0%	$60.28	+9.6%	COM	00971T101
VAC	MARRIOTT VACATIONS WRLDWDE C	3,179	$258K	0.0%	$69.53	+11.3%	COM	57164Y107
—	NRG YIELD INC	5,072	$257K	0.0%	$47.29	—	COM CL A	62942X108
CHKP	CHECK POINT SOFTWARE TECH LT	3,130	$257K	0.0%	$50.02	+61.5%	ORD	M22465104
NJR	NEW JERSEY RES	8,242	$256K	0.0%	$21.91	0.0%	COM	646025106
ESRT	EMPIRE ST RLTY TR INC	13,554	$255K	0.0%	$18.81	—	CL A	292104106
—	MELLANOX TECHNOLOGIES LTD	5,614	$255K	0.0%	$45.42	—	SHS	M51363113
DRH	DIAMONDROCK HOSPITALITY CO	18,004	$254K	0.0%	$14.11	—	COM	252784301
PENN	PENN NATL GAMING INC	16,128	$253K	0.0%	$15.71	0.0%	COM	707569109
SHO	SUNSTONE HOTEL INVS INC NEW	15,180	$253K	0.0%	$16.67	—	COM	867892101
VECO	VEECO INSTRS INC DEL	8,297	$253K	0.0%	$31.28	0.0%	COM	922417100
CGNX	COGNEX CORP	5,062	$251K	0.0%	$19.54	0.0%	COM	192422103
THG	HANOVER INS GROUP INC	3,409	$247K	0.0%	$52.13	0.0%	COM	410867105
SCHG	SCHWAB STRATEGIC TR	4,578	$247K	0.0%	$52.13	—	US LCAP GR ETF	808524300
TMO	THERMO FISHER SCIENTIFIC INC	1,838	$247K	0.0%	$83.64	+49.1%	COM	883556102
—	SPECTRA ENERGY CORP	6,809	$246K	0.0%	$35.41	—	COM	847560109
KO	COCA COLA CO	6,016	$244K	0.0%	$28.19	+5.0%	COM	191216100
AMH	AMERICAN HOMES 4 RENT	14,746	$244K	0.0%	$16.55	—	CL A	02665T306
PAA	PLAINS ALL AMERN PIPELINE L	5,009	$244K	0.0%	$55.25	—	UNIT LTD PARTN	726503105
GWW	GRAINGER W W INC	1,032	$243K	0.0%	$201.89	-0.9%	COM	384802104
GDOT	GREEN DOT CORP	15,261	$243K	0.0%	$17.09	0.0%	CL A	39304D102
PEB	PEBBLEBROOK HOTEL TR	5,219	$243K	0.0%	$46.56	—	COM	70509V100
—	VASCO DATA SEC INTL INC	11,234	$242K	0.0%	$21.54	—	COM	92230Y104
LOCO	EL POLLO LOCO HLDGS INC	9,400	$241K	0.0%	$24.91	0.0%	COM	268603107
—	AMERICAN CAMPUS CMNTYS INC	5,595	$240K	0.0%	$42.90	—	COM	024835100
CUBE	CUBESMART	9,945	$240K	0.0%	$24.13	—	COM	229663109
—	CHEMICAL FINL CORP	7,668	$240K	0.0%	$31.30	—	COM	163731102
—	ARMOUR RESIDENTIAL REIT INC	75,240	$239K	0.0%	$3.18	—	COM	042315101
—	SOHU COM INC	4,376	$233K	0.0%	$53.24	—	COM	83408W103
NWBI	NORTHWEST BANCSHARES INC MD	19,696	$233K	0.0%	$6.54	0.0%	COM	667340103
—	MASONITE INTL CORP NEW	3,409	$229K	0.0%	$67.18	—	COM	575385109
TAP	MOLSON COORS BREWING CO	3,070	$229K	0.0%	$55.38	+4.3%	CL B	60871R209
ALGN	ALIGN TECHNOLOGY INC	4,240	$228K	0.0%	$50.64	+12.5%	COM	016255101
POR	PORTLAND GEN ELEC CO	6,137	$228K	0.0%	$25.32	0.0%	COM NEW	736508847
OHI	OMEGA HEALTHCARE INVS INC	5,611	$228K	0.0%	$40.63	—	COM	681936100
HCKT	HACKETT GROUP INC	24,946	$223K	0.0%	$6.45	+29.9%	COM	404609109
SAM	BOSTON BEER INC	825	$221K	0.0%	$289.79	0.0%	CL A	100557107
—	TIME INC NEW	9,861	$221K	0.0%	$22.41	—	COM	887228104
PPC	PILGRIMS PRIDE CORP NEW	9,738	$220K	0.0%	$28.21	+0.8%	COM	72147K108
—	REGULUS THERAPEUTICS INC	12,941	$219K	0.0%	$16.92	—	COM	75915K101
INN	SUMMIT HOTEL PPTYS	15,571	$219K	0.0%	$10.76	—	COM	866082100
—	BOFI HLDG INC	2,319	$216K	0.0%	$93.14	—	COM	05566U108
NSC	NORFOLK SOUTHERN CORP	2,089	$215K	0.0%	$85.81	-1.9%	COM	655844108
ADC	AGREE REALTY CORP	6,414	$211K	0.0%	$32.90	—	COM	008492100
—	ELLIE MAE INC	3,736	$207K	0.0%	$55.41	—	COM	28849P100
ET	ENERGY TRANSFER EQUITY L P	3,258	$206K	0.0%	$63.23	—	COM UT LTD PTN	29273V100
—	EMULEX CORP	25,905	$206K	0.0%	$7.95	—	COM NEW	292475209
CNXN	P C CONNECTION	7,906	$206K	0.0%	$21.83	0.0%	COM	69318J100
SFM	SPROUTS FMRS MKT INC	5,811	$205K	0.0%	$35.41	0.0%	COM	85208M102
—	SUMMIT FINANCIAL GROUP INC	17,182	$205K	0.0%	$8.31	—	COM	86606G101
—	NORDSTROM INC	2,535	$204K	0.0%	$67.81	—	COM	655664100
FICO	FAIR ISAAC CORP	2,275	$202K	0.0%	$80.30	0.0%	COM	303250104
—	DRYSHIPS INC	265,666	$202K	0.0%	$0.76	—	SHS	Y2109Q101
PSX	PHILLIPS 66	2,564	$202K	0.0%	$44.40	+10.9%	COM	718546104
LPG	DORIAN LPG LTD	15,302	$199K	0.0%	$12.07	0.0%	SHS USD	Y2106R110
CHGG	CHEGG INC	23,686	$188K	0.0%	$7.42	0.0%	COM	163092109
SKYW	SKYWEST INC	12,576	$184K	0.0%	$13.90	0.0%	COM	830879102
WNC	WABASH NATL CORP	12,998	$183K	0.0%	$11.25	0.0%	COM	929566107
—	VONAGE HLDGS CORP	36,324	$178K	0.0%	$4.90	—	COM	92886T201
—	DATALINK CORP	14,710	$177K	0.0%	$11.01	—	COM	237934104
—	AEGEAN MARINE PETROLEUM NETW	12,006	$173K	0.0%	$14.41	—	SHS	Y0017S102
PETS	PETMED EXPRESS INC	10,344	$171K	0.0%	$15.49	0.0%	COM	716382106
KLIC	KULICKE & SOFFA INDS INC	10,674	$167K	0.0%	$13.55	0.0%	COM	501242101
—	SUCAMPO PHARMACEUTICALS INC	10,668	$166K	0.0%	$15.56	—	CL A	864909106
—	PEREGRINE PHARMACEUTICALS IN	122,566	$165K	0.0%	$1.35	—	COM NEW	713661304
MRCY	MERCURY SYS INC	10,443	$162K	0.0%	$12.81	+23.2%	COM	589378108
—	ISTAR FINL INC	12,456	$162K	0.0%	$13.01	—	COM	45031U101
—	ONCOTHYREON INC	98,545	$161K	0.0%	$1.63	—	COM	682324108
—	BEBE STORES INC	44,034	$160K	0.0%	$3.63	—	COM	075571109
—	NORANDA ALUM HLDG CORP	52,657	$156K	0.0%	$3.38	—	COM	65542W107
—	UNITED FINL BANCORP INC NEW	12,566	$156K	0.0%	$12.41	—	COM	910304104
—	BIOTELEMETRY INC	16,087	$142K	0.0%	$8.83	—	COM	090672106
—	TRANSOCEAN PARTNERS LLC	11,504	$141K	0.0%	$12.26	—	COM UNIT RP LT	Y8977Y100
GENNQ	GENESIS HEALTHCARE INC	14,163	$101K	0.0%	$7.91	0.0%	CL A COM	37185X106
—	INVESTORS REAL ESTATE TR	10,051	$75,000	0.0%	$7.46	—	SH BEN INT	461730103
—	U S GEOTHERMAL INC	11,000	$5,000	0.0%	$0.45	—	COM	90338S102