Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JPM	JPMORGAN CHASE & CO	1,053,530	$71.39M	2.3%	$39.75	+23.6%	COM	46625H100
WFC	WELLS FARGO & CO NEW	1,196,711	$67.3M	2.1%	$29.64	+39.6%	COM	949746101
HD	HOME DEPOT INC	565,637	$62.86M	2.0%	$57.71	+50.9%	COM	437076102
PFE	PFIZER INC	1,665,415	$55.84M	1.8%	$17.09	+21.6%	COM	717081103
XOM	EXXON MOBIL CORP	595,059	$49.51M	1.6%	$54.34	-0.1%	COM	30231G102
AGG	ISHARES TR	453,875	$49.37M	1.6%	$107.72	—	CORE US AGGBD ET	464287226
MRK	MERCK & CO INC NEW	860,336	$48.98M	1.6%	$32.49	+23.8%	COM	58933Y105
JNJ	JOHNSON & JOHNSON	463,613	$45.18M	1.4%	$65.61	+13.5%	COM	478160104
PG	PROCTER & GAMBLE CO	549,414	$42.99M	1.4%	$57.65	+4.0%	COM	742718109
MSFT	MICROSOFT CORP	956,177	$42.22M	1.3%	$30.52	+28.8%	COM	594918104
VZ	VERIZON COMMUNICATIONS INC	904,988	$42.18M	1.3%	$26.94	+5.1%	COM	92343V104
—	DOW CHEM CO	777,153	$39.77M	1.3%	$38.47	—	COM	260543103
—	GENERAL ELECTRIC CO	1,488,607	$39.55M	1.3%	$24.07	—	COM	369604103
—	BLACKROCK INC	114,145	$39.49M	1.3%	$261.51	—	COM	09247X101
CVX	CHEVRON CORP NEW	406,537	$39.22M	1.2%	$71.28	-6.8%	COM	166764100
COP	CONOCOPHILLIPS	631,689	$38.79M	1.2%	$43.85	+5.8%	COM	20825C104
PRU	PRUDENTIAL FINL INC	429,486	$37.59M	1.2%	$43.06	+23.7%	COM	744320102
LMT	LOCKHEED MARTIN CORP	187,945	$34.94M	1.1%	$88.51	+63.3%	COM	539830109
AMP	AMERIPRISE FINL INC	278,041	$34.74M	1.1%	$70.81	+43.7%	COM	03076C106
INTC	INTEL CORP	1,135,870	$34.55M	1.1%	$22.79	+10.1%	COM	458140100
PM	PHILIP MORRIS INTL INC	429,676	$34.45M	1.1%	$48.27	+0.1%	COM	718172109
WMT	WAL-MART STORES INC	475,368	$33.72M	1.1%	$20.19	+3.4%	COM	931142103
AAPL	APPLE INC	257,173	$32.26M	1.0%	$20.32	+40.5%	COM	037833100
T	AT&T INC	883,374	$31.38M	1.0%	$11.38	+7.3%	COM	00206R102
FITB	FIFTH THIRD BANCORP	1,498,225	$31.19M	1.0%	$13.70	+2.3%	COM	316773100
ABBV	ABBVIE INC	461,698	$31.02M	1.0%	$30.54	+38.6%	COM	00287Y109
LLY	LILLY ELI & CO	371,466	$31.01M	1.0%	$44.18	+43.0%	COM	532457108
MRSH	MARSH & MCLENNAN COS INC	544,907	$30.9M	1.0%	$32.70	+47.0%	COM	571748102
CSCO	CISCO SYS INC	1,100,259	$30.21M	1.0%	$15.88	+30.0%	COM	17275R102
—	MARATHON OIL CORP	1,132,758	$30.06M	1.0%	$29.23	—	COM	565849106
KR	KROGER CO	394,707	$28.62M	0.9%	$14.98	+97.0%	COM	501044101
CME	CME GROUP INC	306,608	$28.53M	0.9%	$46.04	+33.8%	COM	12572Q105
MO	ALTRIA GROUP INC	572,063	$27.98M	0.9%	$18.30	+38.0%	COM	02209S103
GM	GENERAL MTRS CO	836,176	$27.87M	0.9%	$26.96	+3.3%	COM	37045V100
IP	INTL PAPER CO	582,333	$27.71M	0.9%	$27.55	+14.3%	COM	460146103
KMB	KIMBERLY CLARK CORP	252,863	$26.8M	0.8%	$69.16	+9.7%	COM	494368103
PLD	PROLOGIS INC	706,847	$26.22M	0.8%	$28.09	+5.8%	COM	74340W103
AEP	AMERICAN ELEC PWR INC	481,729	$25.52M	0.8%	$33.26	+14.2%	COM	025537101
USB	US BANCORP DEL	584,060	$25.35M	0.8%	$22.94	+30.4%	COM NEW	902973304
GD	GENERAL DYNAMICS CORP	177,135	$25.1M	0.8%	$106.29	+3.8%	COM	369550108
ABT	ABBOTT LABS	477,200	$23.41M	0.7%	$34.32	+14.6%	COM	002824100
AFG	AMERICAN FINL GROUP INC OHIO	349,877	$22.76M	0.7%	$22.97	+31.1%	COM	025932104
—	UNITED TECHNOLOGIES CORP	202,998	$22.52M	0.7%	$107.19	—	COM	913017109
IVZ	INVESCO LTD	596,005	$22.34M	0.7%	$22.84	+9.1%	SHS	G491BT108
AFL	AFLAC INC	358,339	$22.29M	0.7%	$21.34	+15.4%	COM	001055102
OXY	OCCIDENTAL PETE CORP DEL	283,757	$22.07M	0.7%	$59.66	-4.7%	COM	674599105
—	ACE LTD	216,068	$21.97M	0.7%	$102.67	—	SHS	H0023R105
—	THOMSON REUTERS CORP	560,981	$21.36M	0.7%	$40.35	—	COM	884903105
MET	METLIFE INC	378,546	$21.2M	0.7%	$31.21	+6.1%	COM	59156R108
META	FACEBOOK INC	231,205	$19.83M	0.6%	$62.92	+28.9%	CL A	30303M102
FIS	FIDELITY NATL INFORMATION SV	319,607	$19.75M	0.6%	$37.86	+40.8%	COM	31620M106
AJG	GALLAGHER ARTHUR J & CO	415,863	$19.67M	0.6%	$34.72	+14.2%	COM	363576109
AMGN	AMGEN INC	125,173	$19.22M	0.6%	$87.58	+34.3%	COM	031162100
—	DU PONT E I DE NEMOURS & CO	293,917	$18.8M	0.6%	$71.47	—	COM	263534109
MCK	MCKESSON CORP	82,607	$18.57M	0.6%	$104.29	+104.4%	COM	58155Q103
JLL	JONES LANG LASALLE INC	108,451	$18.55M	0.6%	$107.02	+53.7%	COM	48020Q107
DIS	DISNEY WALT CO	162,085	$18.5M	0.6%	$59.46	+68.2%	COM DISNEY	254687106
UNP	UNION PAC CORP	185,728	$17.71M	0.6%	$70.31	+16.6%	COM	907818108
—	ALLERGAN PLC	58,172	$17.65M	0.6%	$303.46	—	SHS	G0177J108
PNC	PNC FINL SVCS GROUP INC	181,932	$17.4M	0.6%	$53.80	+25.8%	COM	693475105
LQD	ISHARES TR	146,785	$16.99M	0.5%	$114.62	—	IBOXX INV CP ETF	464287242
STLD	STEEL DYNAMICS INC	814,079	$16.86M	0.5%	$14.75	+16.3%	COM	858119100
—	LIBERTY PPTY TR	514,292	$16.57M	0.5%	$36.22	—	SH BEN INT	531172104
EWBC	EAST WEST BANCORP INC	368,299	$16.51M	0.5%	$20.72	+62.2%	COM	27579R104
FTNT	FORTINET INC	397,393	$16.42M	0.5%	$5.09	+52.4%	COM	34959E109
SHY	ISHARES TR	192,782	$16.36M	0.5%	$84.38	—	1-3 YR TR BD ETF	464287457
GILD	GILEAD SCIENCES INC	138,864	$16.26M	0.5%	$45.08	+68.5%	COM	375558103
—	SYMANTEC CORP	694,791	$16.15M	0.5%	$23.13	—	COM	871503108
HAIN	HAIN CELESTIAL GROUP INC	239,860	$15.8M	0.5%	$44.46	+42.1%	COM	405217100
HON	HONEYWELL INTL INC	153,080	$15.61M	0.5%	$59.16	+26.4%	COM	438516106
—	DIREXION SHS ETF TR	545,691	$15.38M	0.5%	$34.87	—	ZACKS HG INC SHS	25459Y298
NICE	NICE SYS LTD	240,711	$15.31M	0.5%	$42.37	—	SPONSORED ADR	653656108
MIDD	MIDDLEBY CORP	134,674	$15.12M	0.5%	$71.53	+49.6%	COM	596278101
—	ISHARES	1,172,026	$15.01M	0.5%	$11.60	—	MSCI JAPAN ETF	464286848
PEP	PEPSICO INC	160,694	$15M	0.5%	$58.19	+19.1%	COM	713448108
—	HCP INC	402,994	$14.7M	0.5%	$41.54	—	COM	40414L109
ETN	EATON CORP PLC	216,881	$14.64M	0.5%	$52.38	+5.3%	SHS	G29183103
—	TIME WARNER INC	160,338	$14.02M	0.4%	$57.82	—	COM NEW	887317303
UHS	UNIVERSAL HLTH SVCS INC	97,512	$13.86M	0.4%	$87.51	+36.9%	CL B	913903100
EMR	EMERSON ELEC CO	248,318	$13.76M	0.4%	$46.07	-4.0%	COM	291011104
OPLN	KAR AUCTION SVCS INC	365,294	$13.66M	0.4%	$11.67	+22.7%	COM	48238T109
WAB	WABTEC CORP	140,078	$13.2M	0.4%	$50.65	+82.5%	COM	929740108
—	HANESBRANDS INC	394,307	$13.14M	0.4%	$40.14	—	COM	410345102
—	GOOGLE INC	23,952	$12.94M	0.4%	$832.59	—	CL A	38259P508
CVS	CVS HEALTH CORP	123,121	$12.91M	0.4%	$58.86	+27.8%	COM	126650100
—	LABORATORY CORP AMER HLDGS	102,397	$12.41M	0.4%	$110.29	—	COM NEW	50540R409
—	LAM RESEARCH CORP	144,560	$11.76M	0.4%	$46.26	—	COM	512807108
—	ST JUDE MED INC	158,504	$11.58M	0.4%	$66.34	—	COM	790849103
M	MACYS INC	163,922	$11.06M	0.4%	$49.05	+37.8%	COM	55616P104
TGT	TARGET CORP	132,712	$10.83M	0.3%	$52.69	+12.1%	COM	87612E106
—	MALLINCKRODT PUB LTD CO	91,480	$10.77M	0.3%	$92.64	—	SHS	G5785G107
AOS	SMITH A O	149,402	$10.75M	0.3%	$15.68	+85.1%	COM	831865209
—	E M C CORP MASS	396,631	$10.47M	0.3%	$24.37	—	COM	268648102
NKE	NIKE INC	96,161	$10.39M	0.3%	$40.95	+9.4%	CL B	654106103
SBUX	STARBUCKS CORP	193,230	$10.36M	0.3%	$38.33	+6.8%	COM	855244109
SNA	SNAP ON INC	61,823	$9.845M	0.3%	$76.06	+58.4%	COM	833034101
ILMN	ILLUMINA INC	43,700	$9.542M	0.3%	$157.60	+23.9%	COM	452327109
PPG	PPG INDS INC	83,100	$9.533M	0.3%	$76.13	+24.0%	COM	693506107
CL	COLGATE PALMOLIVE CO	141,388	$9.248M	0.3%	$44.71	+18.5%	COM	194162103
NI	NISOURCE INC	200,175	$9.126M	0.3%	$9.15	+38.8%	COM	65473P105
SLB	SCHLUMBERGER LTD	105,608	$9.102M	0.3%	$55.49	+20.3%	COM	806857108
MOS	MOSAIC CO NEW	189,157	$8.862M	0.3%	$39.26	-6.6%	COM	61945C103
CWT	CALIFORNIA WTR SVC GROUP	382,624	$8.743M	0.3%	$16.86	+13.9%	COM	130788102
HSY	HERSHEY CO	98,402	$8.741M	0.3%	$65.69	+11.2%	COM	427866108
TRV	TRAVELERS COMPANIES INC	88,747	$8.578M	0.3%	$63.54	+27.4%	COM	89417E109
—	ISHARES TR	465,105	$8.488M	0.3%	$19.15	—	MSCI UTD KNGDM	46434V548
TSN	TYSON FOODS INC	195,389	$8.329M	0.3%	$20.46	+56.4%	CL A	902494103
PCG	PG&E CORP	167,476	$8.223M	0.3%	$45.78	+3.6%	COM	69331C108
ARCC	ARES CAP CORP	473,220	$7.789M	0.2%	$5.43	+11.1%	COM	04010L103
—	INTEGRATED DEVICE TECHNOLOGY	357,794	$7.764M	0.2%	$19.83	—	COM	458118106
—	AVAGO TECHNOLOGIES LTD	56,835	$7.555M	0.2%	$100.92	—	SHS	Y0486S104
—	HEALTH CARE REIT INC	113,988	$7.481M	0.2%	$67.31	—	COM	42217K106
—	GOOGLE INC	14,363	$7.476M	0.2%	$575.31	—	CL C	38259P706
EAT	BRINKER INTL INC	125,452	$7.232M	0.2%	$32.94	+47.3%	COM	109641100
PAYX	PAYCHEX INC	149,653	$7.016M	0.2%	$29.94	+18.3%	COM	704326107
V	VISA INC	102,833	$6.905M	0.2%	$60.47	+4.1%	COM CL A	92826C839
—	ROYAL DUTCH SHELL PLC	117,883	$6.761M	0.2%	$63.32	—	SPON ADR B	780259107
EWG	ISHARES	242,016	$6.747M	0.2%	$26.30	—	MSCI GERMANY ETF	464286806
—	HOSPITALITY PPTYS TR	231,739	$6.679M	0.2%	$27.90	—	COM SH BEN INT	44106M102
EWQ	ISHARES	254,324	$6.544M	0.2%	$24.54	—	MSCI FRANCE ETF	464286707
CNC	CENTENE CORP DEL	80,684	$6.487M	0.2%	$29.19	+23.0%	COM	15135B101
ALL	ALLSTATE CORP	94,835	$6.152M	0.2%	$37.12	+46.3%	COM	020002101
FISV	FISERV INC	73,968	$6.127M	0.2%	$33.25	+20.9%	COM	337738108
AIG	AMERICAN INTL GROUP INC	98,705	$6.102M	0.2%	$41.13	+10.6%	COM NEW	026874784
PBH	PRESTIGE BRANDS HLDGS INC	131,201	$6.067M	0.2%	$42.41	+3.2%	COM	74112D101
MDT	MEDTRONIC PLC	81,875	$6.067M	0.2%	$58.36	+0.8%	SHS	G5960L103
FFIV	F5 NETWORKS INC	49,252	$5.928M	0.2%	$121.87	+0.9%	COM	315616102
YUM	YUM BRANDS INC	64,500	$5.81M	0.2%	$44.27	+17.4%	COM	988498101
GXC	SPDR INDEX SHS FDS	64,416	$5.729M	0.2%	$76.57	—	S&P CHINA ETF	78463X400
LOW	LOWES COS INC	84,825	$5.681M	0.2%	$58.80	0.0%	COM	548661107
—	SVB FINL GROUP	38,040	$5.477M	0.2%	$101.27	—	COM	78486Q101
—	PROOFPOINT INC	84,910	$5.406M	0.2%	$59.22	—	COM	743424103
—	SPLUNK INC	76,878	$5.352M	0.2%	$46.36	—	COM	848637104
AWR	AMERICAN STS WTR CO	143,031	$5.348M	0.2%	$21.97	+42.7%	COM	029899101
—	FOOT LOCKER INC	75,718	$5.074M	0.2%	$54.51	—	COM	344849104
GVA	GRANITE CONSTR INC	139,948	$4.97M	0.2%	$36.16	+0.9%	COM	387328107
LPLA	LPL FINL HLDGS INC	102,049	$4.744M	0.2%	$46.08	-6.1%	COM	50212V100
ICE	INTERCONTINENTAL EXCHANGE IN	21,074	$4.712M	0.1%	$38.94	+4.0%	COM	45866F104
BDX	BECTON DICKINSON & CO	32,770	$4.642M	0.1%	$117.39	0.0%	COM	075887109
UAL	UNITED CONTL HLDGS INC	86,709	$4.596M	0.1%	$54.98	+5.3%	COM	910047109
ADM	ARCHER DANIELS MIDLAND CO	94,493	$4.556M	0.1%	$27.41	+34.4%	COM	039483102
—	VIACOM INC NEW	70,149	$4.534M	0.1%	$72.17	—	CL B	92553P201
COR	AMERISOURCEBERGEN CORP	42,137	$4.481M	0.1%	$83.00	0.0%	COM	03073E105
EWL	ISHARES	133,371	$4.368M	0.1%	$29.17	—	MSCI SZ CAP ETF	464286749
—	STARWOOD HOTELS&RESORTS WRLD	53,242	$4.317M	0.1%	$83.11	—	COM	85590A401
—	CIGNA CORPORATION	26,274	$4.256M	0.1%	$110.76	—	COM	125509109
EBAY	EBAY INC	70,271	$4.233M	0.1%	$20.18	+10.0%	COM	278642103
—	FEI CO	50,483	$4.187M	0.1%	$73.02	—	COM	30241L109
MTN	VAIL RESORTS INC	37,966	$4.146M	0.1%	$83.95	+24.6%	COM	91879Q109
—	DSW INC	123,723	$4.129M	0.1%	$34.41	—	CL A	23334L102
MAR	MARRIOTT INTL INC NEW	54,205	$4.032M	0.1%	$71.20	0.0%	CL A	571903202
HII	HUNTINGTON INGALLS INDS INC	32,335	$3.641M	0.1%	$70.21	+48.3%	COM	446413106
CHRW	C H ROBINSON WORLDWIDE INC	57,692	$3.599M	0.1%	$55.21	-7.4%	COM NEW	12541W209
—	ALCOA INC	313,509	$3.496M	0.1%	$15.96	—	COM	013817101
BAH	BOOZ ALLEN HAMILTON HLDG COR	137,754	$3.477M	0.1%	$21.92	+1.6%	CL A	099502106
SYF	SYNCHRONY FINL	104,532	$3.442M	0.1%	$25.49	0.0%	COM	87165B103
—	ISHARES	218,089	$3.441M	0.1%	$13.90	—	MSCI TAIWAN ETF	464286731
—	CON-WAY INC	82,676	$3.172M	0.1%	$47.48	—	COM	205944101
EWN	ISHARES	122,764	$3.154M	0.1%	$23.57	—	MSCI NETHERL ETF	464286814
COST	COSTCO WHSL CORP NEW	23,208	$3.135M	0.1%	$98.12	+22.5%	COM	22160K105
CDW	CDW CORP	89,585	$3.071M	0.1%	$31.36	+5.3%	COM	12514G108
—	ISLE OF CAPRI CASINOS INC	163,510	$2.968M	0.1%	$8.91	—	COM	464592104
—	AETNA INC NEW	23,136	$2.949M	0.1%	$96.45	—	COM	00817Y108
EWD	ISHARES	92,425	$2.936M	0.1%	$32.40	—	MSCI SWEDEN ETF	464286756
—	FIDELITY SOUTHERN CORP NEW	160,746	$2.803M	0.1%	$17.44	—	COM	316394105
BRK/B	BERKSHIRE HATHAWAY INC DEL	20,293	$2.762M	0.1%	$120.77	+18.1%	CL B NEW	084670702
—	ENVISION HEALTHCARE HLDGS IN	67,909	$2.681M	0.1%	$39.48	—	COM	29413U103
EWY	ISHARES	46,931	$2.586M	0.1%	$54.65	—	MSCI STH KOR ETF	464286772
MANH	MANHATTAN ASSOCS INC	42,994	$2.565M	0.1%	$35.20	+57.3%	COM	562750109
EWP	ISHARES	75,182	$2.522M	0.1%	$39.93	—	MSCI SPAN CP ETF	464286764
—	ISHARES	166,476	$2.479M	0.1%	$16.40	—	MSCI ITALCPD ETF	464286855
H	HYATT HOTELS CORP	42,056	$2.384M	0.1%	$56.30	0.0%	COM CL A	448579102
UPS	UNITED PARCEL SERVICE INC	23,970	$2.323M	0.1%	$67.72	0.0%	CL B	911312106
EWC	ISHARES	82,255	$2.194M	0.1%	$27.44	—	MSCI CDA ETF	464286509
WWD	WOODWARD INC	39,704	$2.183M	0.1%	$42.35	+12.7%	COM	980745103
EPI	WISDOMTREE TR	99,036	$2.146M	0.1%	$18.30	—	INDIA ERNGS FD	97717W422
QCOM	QUALCOMM INC	34,221	$2.143M	0.1%	$46.72	+7.7%	COM	747525103
JACK	JACK IN THE BOX INC	24,071	$2.122M	0.1%	$49.63	+81.0%	COM	466367109
—	HUBBELL INC	19,565	$2.118M	0.1%	$99.00	—	CL B	443510201
EWA	ISHARES	100,066	$2.104M	0.1%	$23.23	—	MSCI AUST ETF	464286103
DTE	DTE ENERGY CO	28,138	$2.1M	0.1%	$46.82	0.0%	COM	233331107
GSBC	GREAT SOUTHN BANCORP INC	49,756	$2.097M	0.1%	$30.66	+30.1%	COM	390905107
SSNC	SS&C TECHNOLOGIES HLDGS INC	33,013	$2.063M	0.1%	$19.25	+59.3%	COM	78467J100
HCA	HCA HOLDINGS INC	21,581	$1.958M	0.1%	$64.61	+15.3%	COM	40412C101
ACGL	ARCH CAP GROUP LTD	29,229	$1.957M	0.1%	$18.03	+11.9%	ORD	G0450A105
—	QUINTILES TRANSNATIO HLDGS I	26,852	$1.95M	0.1%	$53.06	—	COM	74876Y101
—	NAVIGATORS GROUP INC	25,094	$1.946M	0.1%	$61.07	—	COM	638904102
EWH	ISHARES	85,418	$1.927M	0.1%	$18.60	—	MSCI HONG KG ETF	464286871
—	LIBERTY INTERACTIVE CORP	68,935	$1.913M	0.1%	$29.13	—	QVC GP COM SER A	53071M104
KFY	KORN FERRY INTL	53,726	$1.868M	0.1%	$21.06	+34.8%	COM NEW	500643200
—	ALLIED WRLD ASSUR COM HLDG A	43,199	$1.867M	0.1%	$49.54	—	SHS	H01531104
—	HUDSON PAC PPTYS INC	65,452	$1.857M	0.1%	$28.37	—	COM	444097109
SWKS	SKYWORKS SOLUTIONS INC	17,685	$1.841M	0.1%	$45.31	+80.2%	COM	83088M102
ESNT	ESSENT GROUP LTD	67,070	$1.834M	0.1%	$22.46	+2.4%	COM	G3198U102
EBS	EMERGENT BIOSOLUTIONS INC	54,655	$1.801M	0.1%	$25.26	+22.7%	COM	29089Q105
TXN	TEXAS INSTRS INC	34,956	$1.801M	0.1%	$36.08	+14.3%	COM	882508104
BIO	BIO RAD LABS INC	11,946	$1.799M	0.1%	$143.07	0.0%	CL A	090572207
COLM	COLUMBIA SPORTSWEAR CO	29,067	$1.757M	0.1%	$38.12	+36.5%	COM	198516106
EWW	ISHARES	30,577	$1.746M	0.1%	$61.21	—	MSCI MEX CAP ETF	464286822
—	MAGELLAN HEALTH INC	24,840	$1.741M	0.1%	$70.44	—	COM NEW	559079207
EZA	ISHARES	26,220	$1.716M	0.1%	$60.51	—	MSCI STH AFR ETF	464286780
WKC	WORLD FUEL SVCS CORP	35,430	$1.699M	0.1%	$51.93	+0.8%	COM	981475106
PRGS	PROGRESS SOFTWARE CORP	61,580	$1.693M	0.1%	$26.65	0.0%	COM	743312100
—	SILVER BAY RLTY TR CORP	103,734	$1.69M	0.1%	$16.17	—	COM	82735Q102
RITM	NEW RESIDENTIAL INVT CORP	108,618	$1.655M	0.1%	$13.01	—	COM NEW	64828T201
CTAS	CINTAS CORP	19,473	$1.647M	0.1%	$15.56	+20.6%	COM	172908105
MMI	MARCUS & MILLICHAP INC	35,535	$1.64M	0.1%	$25.39	+55.5%	COM	566324109
AMSF	AMERISAFE INC	34,853	$1.64M	0.1%	$18.63	+5.4%	COM	03071H100
—	MERIDIAN BANCORP INC MD	121,778	$1.633M	0.1%	$10.95	—	COM	58958U103
AMG	AFFILIATED MANAGERS GROUP	7,411	$1.62M	0.1%	$204.27	+5.4%	COM	008252108
—	NEWPORT CORP	84,546	$1.603M	0.1%	$18.96	—	COM	651824104
ALSN	ALLISON TRANSMISSION HLDGS I	54,555	$1.596M	0.1%	$26.28	-1.0%	COM	01973R101
EWZ	ISHARES	48,318	$1.583M	0.1%	$36.47	—	MSCI BRZ CAP ETF	464286400
JBTM	JOHN BEAN TECHNOLOGIES CORP	42,073	$1.582M	0.1%	$29.07	+21.1%	COM	477839104
LEA	LEAR CORP	13,873	$1.557M	0.0%	$63.14	+50.4%	COM NEW	521865204
—	II VI INC	81,470	$1.546M	0.0%	$18.84	—	COM	902104108
TOL	TOLL BROTHERS INC	39,844	$1.522M	0.0%	$36.75	+1.9%	COM	889478103
PLOW	DOUGLAS DYNAMICS INC	70,853	$1.522M	0.0%	$16.88	+28.6%	COM	25960R105
SCL	STEPAN CO	28,070	$1.519M	0.0%	$39.81	+23.9%	COM	858586100
RGP	RESOURCES CONNECTION INC	93,357	$1.502M	0.0%	$16.19	+1.0%	COM	76122Q105
DRI	DARDEN RESTAURANTS INC	21,077	$1.498M	0.0%	$40.67	+7.4%	COM	237194105
CTRN	CITI TRENDS INC	61,321	$1.484M	0.0%	$20.39	+13.3%	COM	17306X102
ZBRA	ZEBRA TECHNOLOGIES CORP	13,319	$1.479M	0.0%	$74.54	+39.2%	CL A	989207105
—	BERRY PLASTICS GROUP INC	44,884	$1.454M	0.0%	$35.36	—	COM	08579W103
RYAM	RAYONIER ADVANCED MATLS INC	88,672	$1.442M	0.0%	$16.47	0.0%	COM	75508B104
—	STARZ	31,875	$1.425M	0.0%	$37.79	—	COM SER A	85571Q102
CAR	AVIS BUDGET GROUP	32,241	$1.421M	0.0%	$55.81	-10.2%	COM	053774105
—	SANTANDER CONSUMER USA HDG I	55,375	$1.416M	0.0%	$25.57	—	COM	80283M101
—	TIME INC NEW	60,895	$1.401M	0.0%	$22.91	—	COM	887228104
—	KMG CHEMICALS INC	55,050	$1.4M	0.0%	$25.81	—	COM	482564101
—	IMPERVA INC	20,646	$1.398M	0.0%	$33.03	—	COM	45321L100
AHRT	ARMADA HOFFLER PPTYS INC	138,227	$1.381M	0.0%	$9.99	—	COM	04208T108
—	SERVICEMASTER GLOBAL HLDGS I	38,189	$1.381M	0.0%	$36.16	—	COM	81761R109
MCHP	MICROCHIP TECHNOLOGY INC	28,954	$1.373M	0.0%	$19.34	+1.3%	COM	595017104
—	STATE AUTO FINL CORP	56,485	$1.353M	0.0%	$23.95	—	COM	855707105
IPAR	INTER PARFUMS INC	39,775	$1.35M	0.0%	$33.10	0.0%	COM	458334109
ABG	ASBURY AUTOMOTIVE GROUP INC	14,808	$1.342M	0.0%	$80.01	+8.5%	COM	043436104
—	DST SYS INC DEL	10,640	$1.34M	0.0%	$109.24	—	COM	233326107
APH	AMPHENOL CORP NEW	22,990	$1.333M	0.0%	$10.84	+19.8%	CL A	032095101
TBI	TRUEBLUE INC	44,254	$1.323M	0.0%	$25.29	+11.4%	COM	89785X101
FIBK	FIRST INTST BANCSYSTEM INC	47,657	$1.322M	0.0%	$14.64	+17.1%	COM CL A	32055Y201
WAL	WESTERN ALLIANCE BANCORP	38,966	$1.315M	0.0%	$19.15	+44.5%	COM	957638109
ETR	ENTERGY CORP NEW	18,595	$1.311M	0.0%	$24.06	+2.4%	COM	29364G103
—	ZOES KITCHEN INC	31,798	$1.302M	0.0%	$40.95	—	COM	98979J109
—	CLEAR CHANNEL OUTDOOR HLDGS	127,997	$1.297M	0.0%	$10.12	—	CL A	18451C109
GWRE	GUIDEWIRE SOFTWARE INC	24,444	$1.294M	0.0%	$41.61	+23.8%	COM	40171V100
—	GP STRATEGIES CORP	38,838	$1.291M	0.0%	$32.43	—	COM	36225V104
EWK	ISHARES	74,300	$1.291M	0.0%	$15.16	—	BELGIUM CAPD ETF	464286301
CRI	CARTER INC	12,087	$1.285M	0.0%	$58.36	+31.2%	COM	146229109
—	MULTI FINELINE ELECTRONIX IN	57,735	$1.262M	0.0%	$21.86	—	COM	62541B101
—	FERRO CORP	73,964	$1.241M	0.0%	$16.78	—	COM	315405100
SPY	SPDR S&P 500 ETF TR	5,987	$1.233M	0.0%	$204.07	—	TR UNIT	78462F103
—	ENDURANCE SPECIALTY HLDGS LT	18,484	$1.214M	0.0%	$59.42	—	SHS	G30397106
UNF	UNIFIRST CORP MASS	10,796	$1.208M	0.0%	$104.20	+6.4%	COM	904708104
CUBI	CUSTOMERS BANCORP INC	44,652	$1.201M	0.0%	$19.21	+33.0%	COM	23204G100
MKL	MARKEL CORP	1,482	$1.187M	0.0%	$777.66	0.0%	COM	570535104
FNF	FIDELITY NATIONAL FINANCIAL	31,868	$1.179M	0.0%	$17.00	+1.7%	FNF GROUP COM	31620R303
—	BENEFICIAL BANCORP INC	93,198	$1.164M	0.0%	$11.35	—	COM	08171T102
VRSK	VERISK ANALYTICS INC	15,932	$1.159M	0.0%	$70.23	0.0%	COM	92345Y106
CPK	CHESAPEAKE UTILS CORP	21,073	$1.135M	0.0%	$33.89	+24.7%	COM	165303108
—	SL GREEN RLTY CORP	10,311	$1.133M	0.0%	$100.77	—	COM	78440X101
—	BRIGGS & STRATTON CORP	58,709	$1.131M	0.0%	$20.46	—	COM	109043109
—	ON ASSIGNMENT INC	28,664	$1.126M	0.0%	$34.13	—	COM	682159108
EPOL	ISHARES TR	48,612	$1.11M	0.0%	$24.26	—	MSCI POL CAP ETF	46429B606
BFAM	BRIGHT HORIZONS FAM SOL IN D	19,165	$1.108M	0.0%	$49.74	+9.6%	COM	109194100
—	DISCOVER FINL SVCS	19,079	$1.099M	0.0%	$53.77	—	COM	254709108
—	CABLEVISION SYS CORP	45,779	$1.096M	0.0%	$17.50	—	CL A NY CABLVS	12686C109
MMS	MAXIMUS INC	16,560	$1.089M	0.0%	$65.43	0.0%	COM	577933104
—	MFA FINL INC	147,147	$1.087M	0.0%	$7.39	—	COM	55272X102
—	LEGG MASON INC	21,055	$1.085M	0.0%	$51.53	—	COM	524901105
MCS	MARCUS CORP	56,487	$1.083M	0.0%	$19.41	+3.1%	COM	566330106
ESE	ESCO TECHNOLOGIES INC	28,945	$1.083M	0.0%	$35.68	+0.9%	COM	296315104
—	HEALTHSOUTH CORP	23,488	$1.082M	0.0%	$34.85	—	COM NEW	421924309
—	ASHFORD HOSPITALITY TR INC	126,876	$1.073M	0.0%	$9.84	—	COM SHS	044103109
AMCX	AMC NETWORKS INC	13,099	$1.072M	0.0%	$72.44	+7.4%	CL A	00164V103
DY	DYCOM INDS INC	17,987	$1.059M	0.0%	$39.30	+34.7%	COM	267475101
VAC	MARRIOTT VACATIONS WRLDWDE C	11,509	$1.056M	0.0%	$80.92	+5.4%	COM	57164Y107
MSCI	MSCI INC	17,107	$1.053M	0.0%	$55.18	0.0%	COM	55354G100
—	ADAMAS PHARMACEUTICALS INC	40,015	$1.049M	0.0%	$26.22	—	COM	00548A106
—	MICROSEMI CORP	29,921	$1.046M	0.0%	$34.96	—	COM	595137100
HELE	HELEN OF TROY CORP LTD	10,688	$1.042M	0.0%	$65.30	+34.7%	COM	G4388N106
—	HFF INC	24,913	$1.04M	0.0%	$41.75	—	CL A	40418F108
—	SUPER MICRO COMPUTER INC	35,091	$1.038M	0.0%	$23.44	—	COM	86800U104
MKSI	MKS INSTRUMENT INC	27,296	$1.036M	0.0%	$30.92	+6.5%	COM	55306N104
—	DIME CMNTY BANCSHARES	60,952	$1.033M	0.0%	$16.31	—	COM	253922108
CW	CURTISS WRIGHT CORP	14,213	$1.03M	0.0%	$63.74	+9.6%	COM	231561101
—	AMTRUST FINL SVCS INC	15,723	$1.03M	0.0%	$37.75	—	COM	032359309
UGI	UGI CORP NEW	29,306	$1.01M	0.0%	$35.48	0.0%	COM	902681105
LPG	DORIAN LPG LTD	60,479	$1.009M	0.0%	$13.59	+3.8%	SHS USD	Y2106R110
EPU	ISHARES	34,454	$1.005M	0.0%	$33.02	—	ALL PERU CAP ETF	464289842
—	ALMOST FAMILY INC	24,926	$995K	0.0%	$29.13	—	COM	020409108
EIS	ISHARES	19,308	$993K	0.0%	$51.67	—	MSCI ISR CAP ETF	464286632
—	JUNIPER NETWORKS INC	38,037	$988K	0.0%	$25.97	—	COM	48203R104
—	PERICOM SEMICONDUCTOR CORP	73,671	$969K	0.0%	$8.26	—	COM	713831105
GATX	GATX CORP	18,007	$957K	0.0%	$46.33	-4.6%	COM	361448103
CULP	CULP INC	30,845	$956K	0.0%	$21.07	+8.4%	COM	230215105
—	STRATEGIC HOTELS & RESORTS I	78,418	$950K	0.0%	$12.11	—	COM	86272T106
CASY	CASEYS GEN STORES INC	9,923	$950K	0.0%	$82.99	-0.8%	COM	147528103
EXR	EXTRA SPACE STORAGE INC	14,506	$946K	0.0%	$37.74	+21.0%	COM	30225T102
EIRL	ISHARES TR	24,195	$946K	0.0%	$39.10	—	IRELAND CAPD ETF	46429B507
HQY	HEALTHEQUITY INC	29,393	$942K	0.0%	$26.85	0.0%	COM	42226A107
REG	REGENCY CTRS CORP	15,864	$936K	0.0%	$39.91	+7.0%	COM	758849103
—	KNOLL INC	37,392	$936K	0.0%	$25.03	—	COM NEW	498904200
MTX	MINERALS TECHNOLOGIES INC	13,711	$934K	0.0%	$63.87	+4.1%	COM	603158106
AMWD	AMERICAN WOODMARK CORP	17,002	$933K	0.0%	$42.61	+24.9%	COM	030506109
—	TOWER INTL INC	35,723	$931K	0.0%	$23.07	—	COM	891826109
VMC	VULCAN MATLS CO	11,073	$929K	0.0%	$59.38	+34.4%	COM	929160109
—	ASPEN TECHNOLOGY INC	20,209	$921K	0.0%	$38.09	—	COM	045327103
EA	ELECTRONIC ARTS INC	13,831	$920K	0.0%	$35.12	+70.2%	COM	285512109
GLOB	GLOBANT S A	30,247	$920K	0.0%	$25.33	0.0%	COM	L44385109
—	FAIRCHILD SEMICONDUCTOR INTL	52,864	$919K	0.0%	$16.41	—	COM	303726103
HTH	HILLTOP HOLDINGS INC	38,018	$916K	0.0%	$21.54	0.0%	COM	432748101
NAT	NORDIC AMERICAN TANKERS LIMI	63,974	$910K	0.0%	$11.89	+7.7%	COM	G65773106
KBR	KBR INC	46,596	$908K	0.0%	$15.34	0.0%	COM	48242W106
TRN	TRINITY INDS INC	34,255	$905K	0.0%	$16.86	-4.5%	COM	896522109
PFBC	PREFERRED BK LOS ANGELES CA	30,131	$905K	0.0%	$21.95	+30.2%	COM NEW	740367404
ALEX	ALEXANDER & BALDWIN INC NEW	22,892	$902K	0.0%	$39.36	—	COM	014491104
GBX	GREENBRIER COS INC	19,171	$898K	0.0%	$43.86	+1.0%	COM	393657101
ICUI	ICU MED INC	9,375	$897K	0.0%	$68.99	+35.4%	COM	44930G107
—	SKECHERS U S A INC	8,143	$894K	0.0%	$50.63	—	CL A	830566105
DLX	DELUXE CORP	14,407	$893K	0.0%	$33.95	+27.5%	COM	248019101
—	HATTERAS FINL CORP	54,751	$892K	0.0%	$16.81	—	COM	41902R103
—	INTRAWEST RESORTS HLDGS INC	76,620	$890K	0.0%	$11.62	—	COM	46090K109
CE	CELANESE CORP DEL	12,282	$883K	0.0%	$54.29	0.0%	COM SER A	150870103
DCH	AMERICAN AXLE & MFG HLDGS IN	42,113	$881K	0.0%	$24.15	0.0%	COM	024061103
—	FIRST DEFIANCE FINL CORP	23,229	$872K	0.0%	$37.54	—	COM	32006W106
DPZ	DOMINOS PIZZA INC	7,685	$871K	0.0%	$80.88	+18.4%	COM	25754A201
—	BRYN MAWR BK CORP	28,754	$867K	0.0%	$30.40	—	COM	117665109
—	ASPEN INSURANCE HOLDINGS LTD	18,105	$867K	0.0%	$47.89	—	SHS	G05384105
CACC	CREDIT ACCEP CORP MICH	3,497	$861K	0.0%	$141.88	+56.1%	COM	225310101
—	SPDR SERIES TRUST	18,693	$854K	0.0%	$45.69	—	BRCLYS 1-3MT ETF	78464A680
—	HSBC HLDGS PLC	33,719	$851K	0.0%	$25.15	—	ADR A 1/40PF A	404280604
LOPE	GRAND CANYON ED INC	19,769	$838K	0.0%	$37.21	+16.4%	COM	38526M106
GOVT	ISHARES TR	33,476	$838K	0.0%	$24.82	—	CORE US TR BD	46429B267
MATX	MATSON INC	19,797	$832K	0.0%	$34.49	0.0%	COM	57686G105
UFI	UNIFI INC	24,809	$831K	0.0%	$34.18	0.0%	COM NEW	904677200
BFS	SAUL CTRS INC	16,848	$829K	0.0%	$49.15	—	COM	804395101
OCFC	OCEANFIRST FINL CORP	44,469	$829K	0.0%	$11.40	+3.8%	COM	675234108
TILE	INTERFACE INC	33,057	$828K	0.0%	$22.14	0.0%	COM	458665304
—	ISIS PHARMACEUTICALS INC	14,393	$828K	0.0%	$45.37	—	COM	464330109
—	WYNDHAM WORLDWIDE CORP	10,038	$822K	0.0%	$72.56	—	COM	98310W108
AMN	AMN HEALTHCARE SERVICES INC	25,957	$820K	0.0%	$16.63	+57.1%	COM	001744101
GSG	ISHARES S&P GSCI COMMODITY I	38,749	$818K	0.0%	$21.11	—	UNIT BEN INT	46428R107
VGK	VANGUARD INTL EQUITY INDEX F	15,132	$817K	0.0%	$54.22	—	FTSE EUROPE ETF	922042874
—	PAREXEL INTL CORP	12,483	$803K	0.0%	$64.02	—	COM	699462107
SRCE	1ST SOURCE CORP	23,475	$801K	0.0%	$31.56	—	COM	336901103
USPH	U S PHYSICAL THERAPY INC	14,635	$801K	0.0%	$37.12	+33.4%	COM	90337L108
CTS	CTS CORP	41,444	$799K	0.0%	$17.40	0.0%	COM	126501105
ODFL	OLD DOMINION FGHT LINES INC	11,639	$799K	0.0%	$24.22	-5.6%	COM	679580100
—	MAINSOURCE FINANCIAL GP INC	36,255	$796K	0.0%	$19.65	—	COM	56062Y102
NX	QUANEX BUILDING PRODUCTS COR	37,166	$796K	0.0%	$16.68	0.0%	COM	747619104
UTL	UNITIL CORP	24,033	$794K	0.0%	$33.39	+1.1%	COM	913259107
MSEX	MIDDLESEX WATER CO	34,601	$781K	0.0%	$21.47	+4.6%	COM	596680108
LECO	LINCOLN ELEC HLDGS INC	12,822	$781K	0.0%	$69.40	-4.5%	COM	533900106
—	CITRIX SYS INC	11,082	$777K	0.0%	$65.36	—	COM	177376100
KFRC	KFORCE INC	33,700	$771K	0.0%	$22.22	0.0%	COM	493732101
CBRE	CBRE GROUP INC	20,689	$766K	0.0%	$37.97	0.0%	CL A	12504L109
—	DYAX CORP	28,752	$762K	0.0%	$26.50	—	COM	26746E103
—	NEWLINK GENETICS CORP	16,906	$748K	0.0%	$26.14	—	COM	651511107
—	PZENA INVESTMENT MGMT INC	67,610	$747K	0.0%	$11.05	—	CLASS A	74731Q103
—	AIRCASTLE LTD	32,845	$745K	0.0%	$22.52	—	COM	G0129K104
CAH	CARDINAL HEALTH INC	8,889	$744K	0.0%	$40.38	+62.3%	COM	14149Y108
IBM	INTERNATIONAL BUSINESS MACHS	4,549	$740K	0.0%	$118.94	-13.4%	COM	459200101
LEN	LENNAR CORP	14,479	$739K	0.0%	$41.74	0.0%	CL A	526057104
SCVL	SHOE CARNIVAL INC	25,435	$734K	0.0%	$11.43	+22.4%	COM	824889109
—	CORELOGIC INC	18,426	$731K	0.0%	$39.67	—	COM	21871D103
MEI	METHODE ELECTRS INC	26,365	$724K	0.0%	$29.95	+21.0%	COM	591520200
AGCO	AGCO CORP	12,686	$720K	0.0%	$40.43	0.0%	COM	001084102
MYRG	MYR GROUP INC DEL	22,974	$711K	0.0%	$30.06	0.0%	COM	55405W104
BMRN	BIOMARIN PHARMACEUTICAL INC	5,175	$708K	0.0%	$123.92	0.0%	COM	09061G101
—	ANACOR PHARMACEUTICALS INC	9,087	$704K	0.0%	$77.47	—	COM	032420101
STZ	CONSTELLATION BRANDS INC	6,047	$702K	0.0%	$78.56	+28.9%	CL A	21036P108
—	JPMORGAN CHASE & CO	17,659	$699K	0.0%	$39.58	—	ALERIAN ML ETN	46625H365
PLUS	EPLUS INC	9,123	$699K	0.0%	$14.67	+42.3%	COM	294268107
MKTX	MARKETAXESS HLDGS INC	7,520	$698K	0.0%	$74.01	+7.9%	COM	57060D108
—	GUARANTY BANCORP DEL	41,752	$689K	0.0%	$14.65	—	COM NEW	40075T607
COHU	COHU INC	52,114	$689K	0.0%	$11.15	0.0%	COM	192576106
BR	BROADRIDGE FINL SOLUTIONS IN	13,541	$677K	0.0%	$33.93	+30.2%	COM	11133T103
EPD	ENTERPRISE PRODS PARTNERS L	22,547	$674K	0.0%	$57.76	—	COM	293792107
NL	NL INDS INC	90,705	$672K	0.0%	$5.78	-12.4%	COM NEW	629156407
TUR	ISHARES	14,885	$672K	0.0%	$52.34	—	MSCI TURKEY ETF	464286715
EFA	ISHARES TR	10,430	$662K	0.0%	$62.30	—	MSCI EAFE ETF	464287465
SNX	SYNNEX CORP	9,046	$662K	0.0%	$29.95	+17.7%	COM	87162W100
—	SPEEDWAY MOTORSPORTS INC	29,023	$657K	0.0%	$22.47	—	COM	847788106
—	BEMIS INC	14,501	$653K	0.0%	$46.22	—	COM	081437105
—	TECH DATA CORP	11,323	$652K	0.0%	$57.58	—	COM	878237106
HBAN	HUNTINGTON BANCSHARES INC	57,298	$648K	0.0%	$6.89	+6.0%	COM	446150104
—	CERNER CORP	9,278	$641K	0.0%	$57.63	—	COM	156782104
TDG	TRANSDIGM GROUP INC	2,854	$641K	0.0%	$132.23	+5.9%	COM	893641100
ADI	ANALOG DEVICES INC	9,948	$638K	0.0%	$45.43	+15.1%	COM	032654105
ABM	ABM INDS INC	19,410	$638K	0.0%	$24.82	+5.6%	COM	000957100
DIN	DINEEQUITY INC	6,390	$633K	0.0%	$59.06	+6.4%	COM	254423106
—	TRINSEO S A	23,515	$631K	0.0%	$26.83	—	SHS	L9340P101
ALK	ALASKA AIR GROUP INC	9,792	$631K	0.0%	$50.34	+17.6%	COM	011659109
—	GENERAL CABLE CORP DEL NEW	31,962	$631K	0.0%	$19.74	—	COM	369300108
—	LANNET INC	10,573	$628K	0.0%	$41.77	—	COM	516012101
—	PERFICIENT INC	32,585	$627K	0.0%	$19.24	—	COM	71375U101
ELS	EQUITY LIFESTYLE PPTYS INC	11,912	$626K	0.0%	$52.55	—	COM	29472R108
IMKTA	INGLES MKTS INC	13,079	$625K	0.0%	$24.06	+72.8%	CL A	457030104
VTR	VENTAS INC	9,903	$615K	0.0%	$47.95	+2.0%	COM	92276F100
—	NUANCE COMMUNICATIONS INC	35,118	$615K	0.0%	$14.50	—	COM	67020Y100
—	HEADWATERS INC	33,602	$612K	0.0%	$16.79	—	COM	42210P102
DAL	DELTA AIR LINES INC DEL	14,792	$608K	0.0%	$26.52	+44.8%	COM NEW	247361702
CAT	CATERPILLAR INC DEL	7,153	$607K	0.0%	$63.30	+4.1%	COM	149123101
AYI	ACUITY BRANDS INC	3,355	$604K	0.0%	$151.50	+12.0%	COM	00508Y102
BANC	BANC CALIF INC	43,848	$603K	0.0%	$8.79	+15.0%	COM	05990K106
EIDO	ISHARES TR	26,005	$603K	0.0%	$26.80	—	MSCI INDONIA ETF	46429B309
—	SYKES ENTERPRISES INC	24,437	$593K	0.0%	$23.94	—	COM	871237103
PEG	PUBLIC SVC ENTERPRISE GROUP	15,043	$591K	0.0%	$22.81	+25.3%	COM	744573106
MA	MASTERCARD INC	6,277	$587K	0.0%	$81.57	+5.6%	CL A	57636Q104
LNC	LINCOLN NATL CORP IND	9,875	$585K	0.0%	$34.27	+15.7%	COM	534187109
EXLS	EXLSERVICE HOLDINGS INC	16,824	$582K	0.0%	$6.95	0.0%	COM	302081104
—	LDR HLDG CORP	13,453	$582K	0.0%	$43.26	—	COM	50185U105
—	COOPER TIRE & RUBR CO	17,192	$582K	0.0%	$30.91	—	COM	216831107
NTCT	NETSCOUT SYS INC	15,859	$582K	0.0%	$38.76	+5.9%	COM	64115T104
—	ARC DOCUMENT SOLUTIONS INC	76,341	$581K	0.0%	$8.11	—	COM	00191G103
—	FELCOR LODGING TR INC	58,616	$579K	0.0%	$9.94	—	COM	31430F101
SATS	ECHOSTAR CORP	11,896	$579K	0.0%	$42.46	-3.6%	CL A	278768106
—	LEVEL 3 COMMUNICATIONS INC	10,686	$563K	0.0%	$42.31	—	COM NEW	52729N308
—	HCC INS HLDGS INC	7,311	$562K	0.0%	$56.66	—	COM	404132102
MHO	M/I HOMES INC	22,797	$562K	0.0%	$23.80	0.0%	COM	55305B101
—	ZIOPHARM ONCOLOGY INC	46,635	$560K	0.0%	$12.01	—	COM	98973P101
—	TABLEAU SOFTWARE INC	4,822	$556K	0.0%	$88.18	—	CL A	87336U105
—	KRATON PERFORMANCE POLYMERS	23,195	$554K	0.0%	$23.88	—	COM	50077C106
—	BROADCOM CORP	10,751	$554K	0.0%	$37.14	—	CL A	111320107
—	INTREXON CORP	11,309	$552K	0.0%	$48.81	—	COM	46122T102
RLI	RLI CORP	10,611	$545K	0.0%	$14.67	+17.4%	COM	749607107
VRTX	VERTEX PHARMACEUTICALS INC	4,378	$541K	0.0%	$125.98	0.0%	COM	92532F100
—	BUFFALO WILD WINGS INC	3,450	$541K	0.0%	$178.58	—	COM	119848109
HCKT	HACKETT GROUP INC	40,096	$538K	0.0%	$8.11	+33.7%	COM	404609109
—	CEPHEID	8,804	$538K	0.0%	$61.11	—	COM	15670R107
—	QUALITY DISTR INC FLA	34,598	$535K	0.0%	$15.46	—	COM	74756M102
MSTR	MICROSTRATEGY INC	3,099	$527K	0.0%	$17.22	+2.2%	CL A NEW	594972408
—	MADISON SQUARE GARDEN CO	6,204	$518K	0.0%	$84.57	—	CL A	55826P100
—	ENDO INTL PLC	6,472	$515K	0.0%	$70.79	—	SHS	G30401106
BBY	BEST BUY INC	15,553	$507K	0.0%	$23.49	+3.0%	COM	086516101
IGSB	ISHARES	4,813	$507K	0.0%	$105.48	—	1-3 YR CR BD ETF	464288646
—	REIS INC	22,716	$504K	0.0%	$24.59	—	COM	75936P105
—	HALLMARK FINL SVCS INC EC	44,191	$503K	0.0%	$11.77	—	COM NEW	40624Q203
—	HORIZON PHARMA PLC	14,461	$502K	0.0%	$34.71	—	SHS	G4617B105
GPI	GROUP 1 AUTOMOTIVE INC	5,474	$497K	0.0%	$82.93	+3.1%	COM	398905109
MTG	MGIC INVT CORP WIS	43,662	$497K	0.0%	$9.15	+16.8%	COM	552848103
EPHE	ISHARES TR	12,875	$496K	0.0%	$34.47	—	MSCI PHILIPS ETF	46429B408
—	JUNO THERAPEUTICS INC	9,134	$487K	0.0%	$53.32	—	COM	48205A109
—	NAUTILUS INC	22,566	$485K	0.0%	$15.27	—	COM	63910B102
CDNS	CADENCE DESIGN SYSTEM INC	24,442	$481K	0.0%	$19.38	0.0%	COM	127387108
—	PINNACLE FOODS INC DEL	10,550	$480K	0.0%	$45.50	—	COM	72348P104
AEO	AMERICAN EAGLE OUTFITTERS NE	27,561	$475K	0.0%	$12.52	0.0%	COM	02553E106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	16,837	$464K	0.0%	$26.89	-2.3%	COM	874054109
FULT	FULTON FINL CORP PA	35,378	$462K	0.0%	$7.86	+8.4%	COM	360271100
DAN	DANA HLDG CORP	22,184	$457K	0.0%	$16.45	+6.0%	COM	235825205
PIPR	PIPER JAFFRAY COS	10,460	$456K	0.0%	$43.47	+14.8%	COM	724078100
MNST	MONSTER BEVERAGE CORP NEW	3,405	$456K	0.0%	$22.33	0.0%	COM	61174X109
BIIB	BIOGEN INC	1,124	$454K	0.0%	$401.33	0.0%	COM	09062X103
SEM	SELECT MED HLDGS CORP	27,966	$453K	0.0%	$7.73	0.0%	COM	81619Q105
CSGP	COSTAR GROUP INC	2,221	$447K	0.0%	$17.52	+16.4%	COM	22160N109
—	DOT HILL SYS CORP	72,882	$446K	0.0%	$6.12	—	COM	25848T109
—	VERINT SYS INC	7,291	$443K	0.0%	$50.08	—	COM	92343X100
UTI	UNIVERSAL TECHNICAL INST INC	51,228	$441K	0.0%	$9.04	0.0%	COM	913915104
MS	MORGAN STANLEY	11,343	$440K	0.0%	$28.39	0.0%	COM NEW	617446448
VEEV	VEEVA SYS INC	15,655	$439K	0.0%	$27.13	0.0%	CL A COM	922475108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	7,161	$437K	0.0%	$55.65	0.0%	CL A	192446102
—	STANCORP FINL GROUP INC	5,771	$436K	0.0%	$75.55	—	COM	852891100
—	CYPRESS SEMICONDUCTOR CORP	36,816	$433K	0.0%	$11.76	—	COM	232806109
SCHV	SCHWAB STRATEGIC TR	10,070	$433K	0.0%	$42.21	—	US LCAP VA ETF	808524409
ULTA	ULTA SALON COSMETCS & FRAG I	2,781	$430K	0.0%	$138.42	+11.0%	COM	90384S303
—	SAGENT PHARMACEUTICALS INC	17,490	$425K	0.0%	$24.37	—	COM	786692103
IWM	ISHARES TR	3,388	$423K	0.0%	$119.61	—	RUSSELL 2000 ETF	464287655
—	AKORN INC	9,664	$422K	0.0%	$43.67	—	COM	009728106
WRLD	WORLD ACCEP CORP DEL	6,830	$420K	0.0%	$79.61	0.0%	COM	981419104
—	SUN BANCORP INC	21,685	$417K	0.0%	$19.00	—	COM NEW	86663B201
—	BB&T CORP	10,285	$415K	0.0%	$35.22	—	COM	054937107
—	SONIC CORP	14,351	$413K	0.0%	$28.78	—	COM	835451105
—	L-3 COMMUNICATIONS HLDGS INC	3,623	$411K	0.0%	$113.44	—	COM	502424104
MGEE	MGE ENERGY INC	10,534	$408K	0.0%	$32.19	0.0%	COM	55277P104
FIX	COMFORT SYS USA INC	17,684	$406K	0.0%	$20.46	0.0%	COM	199908104
PCAR	PACCAR INC	6,366	$406K	0.0%	$28.20	+2.0%	COM	693718108
SIG	SIGNET JEWELERS LIMITED	3,135	$402K	0.0%	$109.36	0.0%	SHS	G81276100
—	OFFICE DEPOT INC	46,103	$399K	0.0%	$8.65	—	COM	676220106
CBRL	CRACKER BARREL OLD CTRY STOR	2,654	$396K	0.0%	$88.76	0.0%	COM	22410J106
—	TWITTER INC	10,731	$389K	0.0%	$36.25	—	COM	90184L102
CGIP	CELADON GROUP INC	18,789	$389K	0.0%	$24.35	-0.6%	COM	150838100
—	GLOBAL CASH ACCESS HLDGS INC	49,604	$384K	0.0%	$7.74	—	COM	378967103
NVDA	NVIDIA CORP	19,100	$384K	0.0%	$0.52	0.0%	COM	67066G104
WEC	WEC ENERGY GROUP INC	8,471	$381K	0.0%	$33.96	0.0%	COM	92939U106
—	VARIAN MED SYS INC	4,474	$377K	0.0%	$84.26	—	COM	92220P105
—	INFINERA CORPORATION	17,948	$377K	0.0%	$15.50	—	COM	45667G103
CMG	CHIPOTLE MEXICAN GRILL INC	621	$376K	0.0%	$13.45	-6.0%	COM	169656105
—	SMITH & WESSON HLDG CORP	22,539	$374K	0.0%	$16.59	—	COM	831756101
KO	COCA COLA CO	9,471	$372K	0.0%	$28.50	+1.9%	COM	191216100
—	EXPRESS INC	20,126	$364K	0.0%	$18.09	—	COM	30219E103
—	HAYNES INTERNATIONAL INC	7,252	$358K	0.0%	$49.37	—	COM NEW	420877201
—	RYLAND GROUP INC	7,632	$354K	0.0%	$46.38	—	COM	783764103
CMS	CMS ENERGY CORP	11,130	$354K	0.0%	$24.47	0.0%	COM	125896100
IWD	ISHARES TR	3,425	$353K	0.0%	$103.99	—	RUS 1000 VAL ETF	464287598
—	PARTNERRE LTD	2,733	$351K	0.0%	$128.43	—	COM	G6852T105
AXS	AXIS CAPITAL HOLDINGS LTD	6,496	$347K	0.0%	$40.18	0.0%	SHS	G0692U109
—	GRUBHUB INC	10,186	$347K	0.0%	$34.07	—	COM	400110102
—	WHOLE FOODS MKT INC	8,776	$346K	0.0%	$39.43	—	COM	966837106
—	MYLAN N V	5,087	$345K	0.0%	$59.37	—	SHS EURO	N59465109
FAF	FIRST AMERN FINL CORP	9,217	$343K	0.0%	$25.35	0.0%	COM	31847R102
—	ROYAL DUTCH SHELL PLC	5,939	$339K	0.0%	$65.87	—	SPONS ADR A	780259206
—	JANUS CAP GROUP INC	19,776	$339K	0.0%	$17.14	—	COM	47102X105
ORI	OLD REP INTL CORP	21,664	$339K	0.0%	$7.17	0.0%	COM	680223104
TREX	TREX CO INC	6,767	$335K	0.0%	$12.82	0.0%	COM	89531P105
—	INVENSENSE INC	21,955	$332K	0.0%	$15.12	—	COM	46123D205
PDM	PIEDMONT OFFICE REALTY TR IN	18,876	$332K	0.0%	$17.59	—	COM CL A	720190206
CRUS	CIRRUS LOGIC INC	9,729	$331K	0.0%	$35.24	0.0%	COM	172755100
—	MEDIA GEN INC NEW	19,984	$330K	0.0%	$16.51	—	COM	58441K100
KMI	KINDER MORGAN INC DEL	8,505	$326K	0.0%	$22.45	+8.4%	COM	49456B101
SNPS	SYNOPSYS INC	6,405	$324K	0.0%	$35.61	+36.7%	COM	871607107
—	VCA INC	5,920	$322K	0.0%	$26.76	—	COM	918194101
—	AARONS INC	8,852	$321K	0.0%	$36.26	—	COM PAR $0.50	002535300
MPT	MEDICAL PPTYS TRUST INC	24,413	$320K	0.0%	$13.11	—	COM	58463J304
ESRT	EMPIRE ST RLTY TR INC	18,746	$320K	0.0%	$18.33	—	CL A	292104106
—	DEPOMED INC	14,930	$320K	0.0%	$21.43	—	COM	249908104
RHP	RYMAN HOSPITALITY PPTYS INC	6,001	$319K	0.0%	$53.16	—	COM	78377T107
—	ZENDESK INC	14,326	$318K	0.0%	$22.20	—	COM	98936J101
VFC	V F CORP	4,553	$318K	0.0%	$52.23	+29.5%	COM	918204108
IEX	IDEX CORP	4,038	$317K	0.0%	$62.73	+7.6%	COM	45167R104
WERN	WERNER ENTERPRISES INC	12,036	$316K	0.0%	$30.18	-5.8%	COM	950755108
—	SUNOCO LOGISTICS PRTNRS L P	8,311	$316K	0.0%	$56.72	—	COM UNITS	86764L108
CNXN	P C CONNECTION	12,701	$314K	0.0%	$22.06	+1.7%	COM	69318J100
OHI	OMEGA HEALTHCARE INVS INC	9,058	$311K	0.0%	$38.24	—	COM	681936100
IPGP	IPG PHOTONICS CORP	3,637	$310K	0.0%	$94.02	0.0%	COM	44980X109
—	CHESAPEAKE LODGING TR	10,171	$310K	0.0%	$30.48	—	SH BEN INT	165240102
—	ATHENAHEALTH INC	2,686	$308K	0.0%	$114.67	—	COM	04685W103
THO	THOR INDS INC	5,457	$307K	0.0%	$49.05	0.0%	COM	885160101
—	TEEKAY CORPORATION	7,135	$306K	0.0%	$46.59	—	COM	Y8564W103
—	GROUPON INC	60,663	$305K	0.0%	$5.03	—	COM CL A	399473107
SCHM	SCHWAB STRATEGIC TR	7,097	$303K	0.0%	$40.62	—	US MID-CAP ETF	808524508
XNCR	XENCOR INC	13,754	$302K	0.0%	$17.04	0.0%	COM	98401F105
WPC	W P CAREY INC	5,099	$301K	0.0%	$63.98	—	COM	92936U109
SAM	BOSTON BEER INC	1,286	$298K	0.0%	$278.09	-7.5%	CL A	100557107
—	ARLINGTON ASSET INVT CORP	15,257	$298K	0.0%	$19.53	—	CL A NEW	041356205
—	TRAVELCENTERS AMER LLC	19,741	$293K	0.0%	$14.84	—	COM	894174101
—	JDS UNIPHASE CORP	25,320	$293K	0.0%	$11.57	—	COM PAR $0.001	46612J507
BPOP	POPULAR INC	10,160	$293K	0.0%	$25.35	0.0%	COM NEW	733174700
—	POLYCOM INC	25,520	$292K	0.0%	$11.44	—	COM	73172K104
—	JAKKS PAC INC	29,429	$291K	0.0%	$9.89	—	COM	47012E106
MVIS	MICROVISION INC DEL	95,524	$287K	0.0%	$3.19	0.0%	COM NEW	594960304
—	MAGELLAN MIDSTREAM PRTNRS LP	3,891	$286K	0.0%	$57.14	—	COM UNIT RP LP	559080106
EEM	ISHARES TR	7,207	$286K	0.0%	$41.79	—	MSCI EMG MKT ETF	464287234
NWE	NORTHWESTERN CORP	5,800	$283K	0.0%	$28.69	+16.4%	COM NEW	668074305
SCHG	SCHWAB STRATEGIC TR	5,229	$281K	0.0%	$52.33	—	US LCAP GR ETF	808524300
—	AIR TRANSPORT SERVICES GRP I	26,779	$281K	0.0%	$10.49	—	COM	00922R105
SFM	SPROUTS FMRS MKT INC	10,015	$270K	0.0%	$33.43	-8.2%	COM	85208M102
GLD	SPDR GOLD TRUST	2,354	$265K	0.0%	$120.44	—	GOLD SHS	78463V107
—	COMVERSE INC	13,091	$263K	0.0%	$19.18	—	COM	20585P105
—	GIGAMON INC	7,984	$263K	0.0%	$32.94	—	COM	37518B102
—	MASONITE INTL CORP NEW	3,752	$263K	0.0%	$67.44	—	COM	575385109
GIS	GENERAL MLS INC	4,687	$261K	0.0%	$38.79	0.0%	COM	370334104
—	OSIRIS THERAPEUTICS INC NEW	13,339	$260K	0.0%	$19.49	—	COM	68827R108
—	AMIRA NATURE FOODS LTD	22,257	$256K	0.0%	$11.50	—	SHS	G0335L102
—	PETROCHINA CO LTD	2,287	$253K	0.0%	$110.73	—	SPONSORED ADR	71646E100
—	BENEFITFOCUS INC	5,746	$252K	0.0%	$43.86	—	COM	08180D106
TDY	TELEDYNE TECHNOLOGIES INC	2,372	$250K	0.0%	$85.43	+23.6%	COM	879360105
CHKP	CHECK POINT SOFTWARE TECH LT	3,130	$249K	0.0%	$50.02	+68.9%	ORD	M22465104
IWF	ISHARES TR	2,510	$249K	0.0%	$95.61	—	RUS 1000 GRW ETF	464287614
—	LHC GROUP INC	6,493	$248K	0.0%	$38.19	—	COM	50187A107
BP	BP PLC	6,203	$248K	0.0%	$39.11	—	SPONSORED ADR	055622104
—	REYNOLDS AMERICAN INC	3,315	$247K	0.0%	$74.51	—	COM	761713106
GWW	GRAINGER W W INC	1,032	$244K	0.0%	$201.89	+1.1%	COM	384802104
—	TRECORA RES	16,061	$243K	0.0%	$15.13	—	COM	894648104
EVC	ENTRAVISION COMMUNICATIONS C	29,320	$241K	0.0%	$4.21	0.0%	CL A	29382R107
TTMI	TTM TECHNOLOGIES INC	23,741	$237K	0.0%	$9.73	0.0%	COM	87305R109
—	LEGACY TEX FINL GROUP INC	7,754	$234K	0.0%	$30.18	—	COM	52471Y106
—	EBIX INC	7,158	$233K	0.0%	$32.55	—	COM NEW	278715206
—	AMERICAN EQTY INVT LIFE HLD	8,566	$231K	0.0%	$26.97	—	COM	025676206
ROL	ROLLINS INC	8,062	$230K	0.0%	$9.82	0.0%	COM	775711104
BJRI	BJS RESTAURANTS INC	4,734	$229K	0.0%	$46.98	0.0%	COM	09180C106
INN	SUMMIT HOTEL PPTYS	17,607	$229K	0.0%	$11.02	—	COM	866082100
—	BLACKHAWK NETWORK HLDGS INC	5,532	$228K	0.0%	$41.21	—	COM	09238E104
OXM	OXFORD INDS INC	2,560	$224K	0.0%	$79.24	0.0%	COM	691497309
—	OM GROUP INC	6,616	$222K	0.0%	$33.56	—	COM	670872100
HXL	HEXCEL CORP NEW	4,462	$222K	0.0%	$38.75	+29.9%	COM	428291108
RBC	RBC BEARINGS INC	3,080	$221K	0.0%	$73.45	0.0%	COM	75524B104
WTFC	WINTRUST FINL CORP	4,117	$220K	0.0%	$50.37	0.0%	COM	97650W108
—	IPC HEALTHCARE INC	3,968	$220K	0.0%	$55.44	—	COM	44984A105
—	SUPERVALU INC	27,240	$220K	0.0%	$11.34	—	COM	868536103
KW	KENNEDY-WILSON HLDGS INC	8,903	$219K	0.0%	$25.58	0.0%	COM	489398107
—	LANDAUER INC	6,152	$219K	0.0%	$35.60	—	COM	51476K103
PAA	PLAINS ALL AMERN PIPELINE L	4,942	$215K	0.0%	$55.25	—	UNIT LTD PARTN	726503105
—	AUTOBYTEL INC	13,360	$214K	0.0%	$16.02	—	COM NEW	05275N205
TAP	MOLSON COORS BREWING CO	3,070	$214K	0.0%	$55.38	+3.5%	CL B	60871R209
MMSI	MERIT MED SYS INC	9,801	$211K	0.0%	$20.30	0.0%	COM	589889104
SYBT	STOCK YDS BANCORP INC	5,586	$211K	0.0%	$23.74	0.0%	COM	861025104
—	VASCULAR SOLUTIONS INC	6,039	$210K	0.0%	$34.77	—	COM	92231M109
—	HEARTLAND FINL USA INC	5,651	$210K	0.0%	$37.16	—	COM	42234Q102
RGR	STURM RUGER & CO INC	3,640	$209K	0.0%	$54.45	0.0%	COM	864159108
—	ATLANTIC TELE NETWORK INC	3,012	$208K	0.0%	$68.03	—	COM NEW	049079205
—	TEEKAY TANKERS LTD	31,298	$207K	0.0%	$6.61	—	CL A	Y8565N102
ET	ENERGY TRANSFER EQUITY L P	3,202	$205K	0.0%	$63.23	—	COM UT LTD PTN	29273V100
CASH	META FINL GROUP INC	4,778	$205K	0.0%	$12.84	0.0%	COM	59100U108
—	SPECTRA ENERGY CORP	6,282	$205K	0.0%	$35.41	—	COM	847560109
ORA	ORMAT TECHNOLOGIES INC	5,379	$203K	0.0%	$34.79	0.0%	COM	686688102
CSV	CARRIAGE SVCS INC	8,462	$202K	0.0%	$21.36	0.0%	COM	143905107
—	EXCEL TR INC	12,450	$196K	0.0%	$15.74	—	COM	30068C109
—	ALLIANCE FIBER OPTIC PRODS I	10,498	$195K	0.0%	$18.57	—	COM NEW	018680306
—	PEREGRINE PHARMACEUTICALS IN	148,207	$194K	0.0%	$1.34	—	COM NEW	713661304
—	SUMMIT FINANCIAL GROUP INC	17,182	$193K	0.0%	$8.31	—	COM	86606G101
TPVG	TRIPLEPOINT VENTR GRW BDC CO	13,847	$187K	0.0%	$13.90	0.0%	COM	89677Y100
GTN	GRAY TELEVISION INC	11,925	$187K	0.0%	$14.67	0.0%	COM	389375106
—	RUBY TUESDAY INC	26,761	$168K	0.0%	$6.28	—	COM	781182100
—	CAREER EDUCATION CORP	47,970	$158K	0.0%	$3.29	—	COM	141665109
FBP	FIRST BANCORP P R	32,228	$155K	0.0%	$5.14	0.0%	COM NEW	318672706
—	SAPIENS INTL CORP N V	14,907	$155K	0.0%	$10.40	—	SHS NEW	N7716A151
MRCY	MERCURY SYS INC	10,443	$153K	0.0%	$12.81	+13.4%	COM	589378108
ON	ON SEMICONDUCTOR CORP	13,107	$153K	0.0%	$10.01	+22.5%	COM	682189105
—	ARQULE INC	95,840	$153K	0.0%	$1.60	—	COM	04269E107
—	DATALINK CORP	14,710	$132K	0.0%	$11.01	—	COM	237934104
—	TRANSATLANTIC PETROLEUM LTD	20,725	$106K	0.0%	$5.11	—	SHS NEW	G89982113
AMRC	AMERESCO INC	12,688	$97,000	0.0%	$7.23	0.0%	CL A	02361E108
CYTK	CYTOKINETICS INC	10,172	$68,000	0.0%	$6.56	0.0%	COM NEW	23282W605
—	U S GEOTHERMAL INC	14,000	$7,000	0.0%	$0.46	—	COM	90338S102