Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
STZ	CONSTELLATION BRANDS INC	1,683,115	$195M	6.4%	$66.36	+52.6%	CL A	21036P108
BAC	BANK AMER CORP	9,705,914	$165M	5.5%	$12.04	+9.1%	COM	060505104
—	TIME WARNER INC	1,820,578	$159M	5.3%	$72.59	—	COM NEW	887317303
CCL	CARNIVAL CORP	2,846,680	$141M	4.6%	$36.86	+10.1%	PAIRED CTF	143658300
TMUS	T MOBILE US INC	3,526,179	$137M	4.5%	$27.55	+25.7%	COM	872590104
—	NORTHSTAR RLTY FIN CORP	8,548,179	$136M	4.5%	$17.45	—	COM NEW	66704R704
—	DISH NETWORK CORP	2,004,705	$136M	4.5%	$60.24	—	CL A	25470M109
SBNY	SIGNATURE BK NEW YORK N Y	757,152	$111M	3.7%	$116.14	—	COM	82669G104
FDX	FEDEX CORP	605,143	$103M	3.4%	$148.00	+0.3%	COM	31428X106
—	ALLERGAN PLC	318,942	$96.79M	3.2%	$303.46	—	SHS	G0177J108
—	E M C CORP MASS	3,425,381	$90.4M	3.0%	$25.60	—	COM	268648102
DLTR	DOLLAR TREE INC	1,108,523	$87.56M	2.9%	$76.37	+3.5%	COM	256746108
—	MONSANTO CO NEW	759,325	$80.94M	2.7%	$109.59	—	COM	61166W101
ODFL	OLD DOMINION FGHT LINES INC	1,140,601	$78.25M	2.6%	$17.87	+28.0%	COM	679580100
—	REALOGY HLDGS CORP	1,579,443	$73.79M	2.4%	$46.72	—	COM	75605Y106
SHW	SHERWIN WILLIAMS CO	252,049	$69.32M	2.3%	$71.04	+20.8%	COM	824348106
—	GOOGLE INC	126,430	$68.28M	2.3%	$702.05	—	CL A	38259P508
—	VALEANT PHARMACEUTICALS INTL	281,128	$62.45M	2.1%	$129.29	—	COM	91911K102
UHS	UNIVERSAL HLTH SVCS INC	429,362	$61.01M	2.0%	$88.17	+35.9%	CL B	913903100
SJM	SMUCKER J M CO	539,732	$58.51M	1.9%	$81.59	+3.3%	COM NEW	832696405
—	BANK OF THE OZARKS INC	1,243,351	$56.88M	1.9%	$45.75	—	COM	063904106
HCA	HCA HOLDINGS INC	596,784	$54.14M	1.8%	$67.87	+9.7%	COM	40412C101
LAMR	LAMAR ADVERTISING CO NEW	939,339	$53.99M	1.8%	$53.83	—	CL A	512816109
—	JPMORGAN CHASE & CO	2,061,097	$51.01M	1.7%	$22.12	—	*W EXP 10/28/201	46634E114
RF	REGIONS FINL CORP NEW	4,592,300	$47.58M	1.6%	$6.93	0.0%	COM	7591EP100
GILD	GILEAD SCIENCES INC	348,048	$40.75M	1.3%	$61.27	+24.0%	COM	375558103
—	COMPUTER SCIENCES CORP	607,046	$39.85M	1.3%	$65.50	—	COM	205363104
—	CITRIX SYS INC	551,794	$38.71M	1.3%	$70.16	—	COM	177376100
—	COLONY CAP INC	1,693,695	$38.36M	1.3%	$22.11	—	CL A	19624R106
BDX	BECTON DICKINSON & CO	252,088	$35.71M	1.2%	$107.84	+8.9%	COM	075887109
—	PRECISION CASTPARTS CORP	177,567	$35.49M	1.2%	$238.11	—	COM	740189105
—	SYMANTEC CORP	1,524,766	$35.45M	1.2%	$23.25	—	COM	871503108
CVLT	COMMVAULT SYSTEMS INC	832,973	$35.33M	1.2%	$46.01	-1.5%	COM	204166102
KEY	KEYCORP NEW	2,161,467	$32.47M	1.1%	$8.95	+7.7%	COM	493267108
—	ENDO INTL PLC	400,990	$31.94M	1.1%	$89.17	—	SHS	G30401106
—	SIRIUS XM HLDGS INC	8,485,136	$31.65M	1.0%	$3.82	—	COM	82968B103
JPM	JPMORGAN CHASE & CO	459,051	$31.11M	1.0%	$40.72	+20.7%	COM	46625H100
SAIA	SAIA INC	605,011	$23.77M	0.8%	$47.91	-13.7%	COM	78709Y105
HDB	HDFC BANK LTD	377,537	$22.85M	0.8%	$58.65	—	ADR REPS 3 SHS	40415F101
—	SVB FINL GROUP	137,619	$19.81M	0.7%	$112.04	—	COM	78486Q101
PTC	PTC INC	443,475	$18.19M	0.6%	$39.53	0.0%	COM	69370C100
AYI	ACUITY BRANDS INC	100,063	$18.01M	0.6%	$100.16	+69.4%	COM	00508Y102
RDWR	RADWARE LTD	766,467	$17.02M	0.6%	$23.25	0.0%	ORD	M81873107
—	RUCKUS WIRELESS INC	1,634,836	$16.9M	0.6%	$10.64	—	COM	781220108
WAL	WESTERN ALLIANCE BANCORP	467,432	$15.78M	0.5%	$17.75	+55.9%	COM	957638109
IBN	ICICI BK LTD	1,457,550	$15.19M	0.5%	$14.02	—	ADR	45104G104
MRK	MERCK & CO INC NEW	237,607	$13.53M	0.4%	$38.31	+5.0%	COM	58933Y105
BIDU	BAIDU INC	65,586	$13.06M	0.4%	$199.08	—	SPON ADR REP A	056752108
—	OM ASSET MGMT PLC	570,793	$10.15M	0.3%	$17.79	—	SHS	G67506108
CNMD	CONMED CORP	132,107	$7.698M	0.3%	$43.30	+10.5%	COM	207410101
—	ST JUDE MED INC	98,312	$7.184M	0.2%	$73.07	—	COM	790849103
—	HFF INC	140,114	$5.847M	0.2%	$41.73	—	CL A	40418F108
EW	EDWARDS LIFESCIENCES CORP	20,000	$2.849M	0.1%	$22.57	0.0%	COM	28176E108