Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	45,733	$4.608M	2.7%	$69.01	-68.7%	COM	037833100
PSA	PUBLIC STORAGE	20,070	$3.328M	1.9%	$112.44	-1.7%	COM	74460D109
MSFT	MICROSOFT CORP	44,600	$2.068M	1.2%	$27.26	+38.2%	COM	594918104
JNJ	JOHNSON & JOHNSON	16,790	$1.79M	1.0%	$66.04	+14.4%	COM	478160104
META	FACEBOOK INC	20,341	$1.608M	0.9%	$38.49	+89.3%	CL A	30303M102
—	GOOGLE INC	2,558	$1.505M	0.9%	$679.94	—	CL A	38259P508
KMB	KIMBERLY CLARK CORP	12,852	$1.382M	0.8%	$72.23	-1.9%	COM	494368103
—	CENTRAL GOLDTRUST	32,637	$1.35M	0.8%	$45.63	—	TR UNIT	153546106
PEP	PEPSICO INC	14,401	$1.341M	0.8%	$66.13	-1.9%	COM	713448108
LTC	LTC PPTYS INC	36,335	$1.34M	0.8%	$35.25	—	COM	502175102
NVS	NOVARTIS A G	14,104	$1.328M	0.8%	$62.61	—	SPONSORED ADR	66987V109
CVS	CVS HEALTH CORP	16,626	$1.323M	0.8%	$51.50	+11.6%	COM	126650100
WY	WEYERHAEUSER CO	41,425	$1.32M	0.8%	$19.03	+10.6%	COM	962166104
—	SANDISK CORP	13,039	$1.277M	0.7%	$61.88	—	COM	80004C101
TDC	TERADATA CORP DEL	29,900	$1.253M	0.7%	$44.30	-2.9%	COM	88076W103
MOS	MOSAIC CO NEW	27,196	$1.208M	0.7%	$45.34	-17.5%	COM	61945C103
HP	HELMERICH & PAYNE INC	12,331	$1.207M	0.7%	$105.06	+1.1%	COM	423452101
—	SALIX PHARMACEUTICALS INC	7,700	$1.203M	0.7%	$45.80	—	COM	795435106
PG	PROCTER & GAMBLE CO	13,816	$1.157M	0.7%	$60.22	-0.8%	COM	742718109
SWKS	SKYWORKS SOLUTIONS INC	19,758	$1.147M	0.7%	$21.29	+100.9%	COM	83088M102
QCOM	QUALCOMM INC	15,216	$1.138M	0.7%	$54.52	+1.7%	COM	747525103
WU	WESTERN UN CO	70,474	$1.13M	0.7%	$16.20	—	COM	959802109
BDX	BECTON DICKINSON & CO	9,920	$1.129M	0.7%	$79.86	+19.8%	COM	075887109
MGA	MAGNA INTL INC	11,664	$1.107M	0.6%	$42.03	-5.1%	COM	559222401
PRGO	PERRIGO CO PLC	7,358	$1.105M	0.6%	$157.71	-5.5%	SHS	G97822103
ORLY	O REILLY AUTOMOTIVE INC NEW	7,335	$1.103M	0.6%	$59.13	-82.7%	COM	67103H107
UNP	UNION PAC CORP	10,070	$1.092M	0.6%	$95.00	-15.5%	COM	907818108
ODFL	OLD DOMINION FGHT LINES INC	15,442	$1.091M	0.6%	$15.95	+32.8%	COM	679580100
DG	DOLLAR GEN CORP NEW	17,656	$1.079M	0.6%	$51.02	+2.1%	COM	256677105
SWK	STANLEY BLACK & DECKER INC	12,012	$1.067M	0.6%	$59.35	+12.9%	COM	854502101
CF	CF INDS HLDGS INC	3,806	$1.063M	0.6%	$123.55	-70.0%	COM	125269100
ABBV	ABBVIE INC	18,390	$1.062M	0.6%	$25.47	+38.1%	COM	00287Y109
—	ALEXION PHARMACEUTICALS INC	6,334	$1.05M	0.6%	$96.91	—	COM	015351109
RHI	ROBERT HALF INTL INC	21,399	$1.049M	0.6%	$39.96	+24.0%	COM	770323103
FFIV	F5 NETWORKS INC	8,796	$1.044M	0.6%	$110.50	+6.3%	COM	315616102
—	MEAD JOHNSON NUTRITION CO	10,814	$1.041M	0.6%	$74.00	—	COM	582839106
—	KEURIG GREEN MTN INC	7,956	$1.035M	0.6%	$130.13	—	COM	49271M100
—	FOOT LOCKER INC	18,404	$1.024M	0.6%	$33.69	—	COM	344849104
LYB	LYONDELLBASELL INDUSTRIES N	9,277	$1.008M	0.6%	$50.47	+17.3%	SHS - A -	N53745100
PH	PARKER HANNIFIN CORP	8,763	$1M	0.6%	$83.22	+17.1%	COM	701094104
—	PRICELINE GRP INC	833	$965K	0.6%	$925.08	—	COM NEW	741503403
SM	SM ENERGY CO	12,340	$963K	0.6%	$68.14	+6.4%	COM	78454L100
—	MALLINCKRODT PUB LTD CO	10,490	$946K	0.5%	$90.15	—	SHS	G5785G107
DECK	DECKERS OUTDOOR CORP	9,678	$941K	0.5%	$54.15	-71.8%	COM	243537107
KO	COCA COLA CO	21,669	$924K	0.5%	$38.15	-24.4%	COM	191216100
LLY	LILLY ELI & CO	14,119	$916K	0.5%	$47.34	+8.5%	COM	532457108
NHI	NATIONAL HEALTH INVS INC	15,965	$912K	0.5%	$59.18	—	COM	63633D104
COR	AMERISOURCEBERGEN CORP	11,659	$901K	0.5%	$42.68	+30.0%	COM	03073E105
—	CAMERON INTERNATIONAL CORP	13,559	$900K	0.5%	$66.38	—	COM	13342B105
REGN	REGENERON PHARMACEUTICALS	2,463	$888K	0.5%	$183.69	+81.5%	COM	75886F107
CNQ	CANADIAN NAT RES LTD	22,808	$886K	0.5%	$27.45	-52.9%	COM	136385101
PWR	QUANTA SVCS INC	24,374	$885K	0.5%	$33.95	+2.8%	COM	74762E102
BAX	BAXTER INTL INC	12,128	$870K	0.5%	$41.51	-19.5%	COM	071813109
FLR	FLUOR CORP NEW	12,995	$868K	0.5%	$59.53	+10.3%	COM	343412102
CAH	CARDINAL HEALTH INC	11,543	$865K	0.5%	$41.51	+28.4%	COM	14149Y108
EMR	EMERSON ELEC CO	13,815	$865K	0.5%	$47.52	+0.5%	COM	291011104
GPC	GENUINE PARTS CO	9,714	$852K	0.5%	$59.58	+5.1%	COM	372460105
COP	CONOCOPHILLIPS	11,122	$851K	0.5%	$61.89	-8.4%	COM	20825C104
CSCO	CISCO SYS INC	33,719	$849K	0.5%	$17.56	+0.8%	COM	17275R102
PSMT	PRICESMART INC	9,724	$833K	0.5%	$77.66	-2.2%	COM	741511109
UNFI	UNITED NAT FOODS INC	13,477	$828K	0.5%	$69.82	-10.1%	COM	911163103
—	MICHAEL KORS HLDGS LTD	11,588	$827K	0.5%	$82.42	—	SHS	G60754101
—	SEATTLE GENETICS INC	22,048	$820K	0.5%	$38.25	—	COM	812578102
—	COOPER COS INC	5,255	$818K	0.5%	$124.36	—	COM NEW	216648402
ADP	AUTOMATIC DATA PROCESSING IN	9,764	$811K	0.5%	$52.83	+6.5%	COM	053015103
—	TE CONNECTIVITY LTD	14,638	$809K	0.5%	$38.49	—	REG SHS	H84989104
—	SYNGENTA AG	12,765	$809K	0.5%	$74.45	—	SPONSORED ADR	87160A100
HSIC	SCHEIN HENRY INC	6,870	$800K	0.5%	$68.71	-32.5%	COM	806407102
—	DU PONT E I DE NEMOURS & CO	11,122	$798K	0.5%	$58.64	—	COM	263534109
JKHY	HENRY JACK & ASSOC INC	14,298	$796K	0.5%	$39.65	+27.6%	COM	426281101
—	TOWERS WATSON & CO	7,993	$795K	0.5%	$62.55	—	CL A	891894107
—	LUXOTTICA GROUP S P A	15,130	$788K	0.5%	$43.27	—	SPONSORED ADR	55068R202
MD	MEDNAX INC	14,320	$785K	0.5%	$58.34	-2.8%	COM	58502B106
ZBRA	ZEBRA TECHNOLOGIES CORP	11,042	$784K	0.5%	$61.00	+27.9%	CL A	989207105
MMM	3M CO	5,525	$783K	0.5%	$85.08	-1.9%	COM	88579Y101
IPGP	IPG PHOTONICS CORP	11,373	$782K	0.5%	$67.39	-0.0%	COM	44980X109
EFX	EQUIFAX INC	10,435	$780K	0.5%	$58.74	+16.0%	COM	294429105
WLK	WESTLAKE CHEM CORP	8,987	$778K	0.5%	$63.12	+21.5%	COM	960413102
KEX	KIRBY CORP	6,541	$771K	0.4%	$108.91	+9.3%	COM	497266106
WPP	WPP PLC NEW	7,650	$768K	0.4%	$100.44	—	ADR	92937A102
—	SYMANTEC CORP	32,146	$756K	0.4%	$23.51	—	COM	871503108
—	JOHNSON CTLS INC	17,110	$753K	0.4%	$34.17	—	COM	478366107
—	UNILEVER PLC	17,893	$750K	0.4%	$41.90	—	SPON ADR NEW	904767704
ABT	ABBOTT LABS	18,003	$749K	0.4%	$40.22	-15.2%	COM	002824100
NEU	NEWMARKET CORP	1,962	$748K	0.4%	$251.93	+27.4%	COM	651587107
—	FTD COS INC	21,901	$747K	0.4%	$32.34	—	COM	30281V108
FLO	FLOWERS FOODS INC	40,502	$744K	0.4%	$13.40	-5.0%	COM	343498101
—	BARD C R INC	5,161	$737K	0.4%	$127.39	—	COM	067383109
—	VARIAN MED SYS INC	9,172	$735K	0.4%	$72.21	—	COM	92220P105
CRS	CARPENTER TECHNOLOGY CORP	16,256	$734K	0.4%	$49.25	-8.5%	COM	144285103
OII	OCEANEERING INTL INC	11,230	$732K	0.4%	$71.77	-3.7%	COM	675232102
VMI	VALMONT INDS INC	5,404	$729K	0.4%	$136.74	+5.0%	COM	920253101
—	NATIONAL OILWELL VARCO INC	9,581	$729K	0.4%	$80.70	—	COM	637071101
—	NOBLE ENERGY INC	10,354	$708K	0.4%	$67.01	—	COM	655044105
ORCL	ORACLE CORP	18,370	$703K	0.4%	$31.18	+9.7%	COM	68389X105
OXY	OCCIDENTAL PETE CORP DEL	7,284	$700K	0.4%	$81.37	-16.4%	COM	674599105
—	CLARCOR INC	11,084	$699K	0.4%	$58.71	—	COM	179895107
—	TYCO INTERNATIONAL LTD	15,352	$684K	0.4%	$44.63	—	SHS	H89128104
—	CONTAINER STORE GROUP INC	31,181	$679K	0.4%	$21.77	—	COM	210751103
—	TIFFANY & CO NEW	7,030	$677K	0.4%	$96.31	—	COM	886547108
BP	BP PLC	15,217	$669K	0.4%	$47.61	—	SPONSORED ADR	055622104
CLX	CLOROX CO DEL	6,856	$658K	0.4%	$67.31	-2.5%	COM	189054109
GNTX	GENTEX CORP	24,467	$655K	0.4%	$15.68	-7.3%	COM	371901109
—	DST SYS INC DEL	7,790	$654K	0.4%	$93.62	—	COM	233326107
—	BED BATH & BEYOND INC	9,930	$654K	0.4%	$62.92	—	COM	075896100
CNI	CANADIAN NATL RY CO	9,190	$652K	0.4%	$62.61	-9.8%	COM	136375102
ALK	ALASKA AIR GROUP INC	14,966	$652K	0.4%	$42.76	-1.2%	COM	011659109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	31,914	$644K	0.4%	$20.18	—	SPONSORED ADR	874039100
—	SOVRAN SELF STORAGE INC	8,550	$636K	0.4%	$77.04	—	COM	84610H108
URBN	URBAN OUTFITTERS INC	17,285	$634K	0.4%	$35.05	+4.9%	COM	917047102
—	AVAGO TECHNOLOGIES LTD	7,009	$610K	0.4%	$64.55	—	SHS	Y0486S104
—	SPLUNK INC	10,983	$608K	0.4%	$66.78	—	COM	848637104
LKQ	LKQ CORP	22,792	$606K	0.4%	$24.81	-2.6%	COM	501889208
GLD	SPDR GOLD TRUST	5,197	$604K	0.3%	$140.58	—	GOLD SHS	78463V107
RYN	RAYONIER INC	19,109	$595K	0.3%	$31.14	—	COM	754907103
PFE	PFIZER INC	20,078	$594K	0.3%	$21.52	-18.9%	COM	717081103
—	INVACARE CORP	49,831	$589K	0.3%	$11.81	—	COM	461203101
TRMB	TRIMBLE NAVIGATION LTD	19,221	$586K	0.3%	$30.00	+8.3%	COM	896239100
BMRN	BIOMARIN PHARMACEUTICAL INC	8,101	$585K	0.3%	$67.64	-2.8%	COM	09061G101
—	STAPLES INC	47,022	$569K	0.3%	$12.85	—	COM	855030102
ITW	ILLINOIS TOOL WKS INC	6,593	$557K	0.3%	$59.69	+10.9%	COM	452308109
ETN	EATON CORP PLC	8,702	$551K	0.3%	$54.14	-0.0%	SHS	G29183103
BWA	BORGWARNER INC	10,331	$544K	0.3%	$52.95	-12.5%	COM	099724106
—	SIRONA DENTAL SYSTEMS INC	7,005	$537K	0.3%	$67.38	—	COM	82966C103
MELI	MERCADOLIBRE INC	4,906	$533K	0.3%	$102.06	+0.6%	COM	58733R102
ABBNY	ABB LTD	23,548	$528K	0.3%	$20.72	—	SPONSORED ADR	000375204
—	SIGMA ALDRICH CORP	3,862	$525K	0.3%	$91.30	—	COM	826552101
PCH	POTLATCH CORP NEW	13,062	$525K	0.3%	$41.16	—	COM	737630103
TKR	TIMKEN CO	12,369	$524K	0.3%	$46.32	-0.7%	COM	887389104
GLW	CORNING INC	27,011	$522K	0.3%	$12.19	+26.9%	COM	219350105
EXPD	EXPEDITORS INTL WASH INC	12,835	$521K	0.3%	$36.85	-0.3%	COM	302130109
—	COUSINS PPTYS INC	43,570	$521K	0.3%	$11.83	—	COM	222795106
TBRG	COMPUTER PROGRAMS & SYS INC	8,858	$509K	0.3%	$42.53	+22.0%	COM	205306103
HLF	HERBALIFE LTD	11,595	$507K	0.3%	$24.09	+10.9%	COM USD SHS	G4412G101
—	TRW AUTOMOTIVE HLDGS CORP	4,973	$504K	0.3%	$73.61	—	COM	87264S106
WHR	WHIRLPOOL CORP	3,457	$504K	0.3%	$145.12	+1.9%	COM	963320106
—	SCRIPPS NETWORKS INTERACT IN	6,300	$492K	0.3%	$58.36	—	CL A COM	811065101
—	ANN INC	11,864	$488K	0.3%	$35.92	—	COM	035623107
ASR	GRUPO AEROPORTUARIO DEL SURE	3,769	$484K	0.3%	$79.27	—	SPON ADR SER B	40051E202
ESS	ESSEX PPTY TR INC	2,693	$481K	0.3%	$122.51	+6.8%	COM	297178105
—	FAMILY DLR STORES INC	6,204	$479K	0.3%	$61.45	—	COM	307000109
—	LINKEDIN CORP	2,295	$477K	0.3%	$203.07	—	COM CL A	53578A108
—	SYKES ENTERPRISES INC	23,671	$473K	0.3%	$18.47	—	COM	871237103
—	COVIDIEN PLC	5,438	$470K	0.3%	$60.81	—	SHS	G2554F113
CRI	CARTER INC	6,066	$470K	0.3%	$54.91	+6.7%	COM	146229109
FOSL	FOSSIL GROUP INC	4,969	$467K	0.3%	$106.83	-5.7%	COM	34988V106
LOW	LOWES COS INC	8,799	$466K	0.3%	$37.18	+10.8%	COM	548661107
CTAS	CINTAS CORP	6,588	$465K	0.3%	$30.38	-53.2%	COM	172908105
MCK	MCKESSON CORP	2,378	$463K	0.3%	$108.14	+63.5%	COM	58155Q103
GILD	GILEAD SCIENCES INC	4,320	$460K	0.3%	$48.85	+39.3%	COM	375558103
SHW	SHERWIN WILLIAMS CO	2,082	$456K	0.3%	$107.06	-40.4%	COM	824348106
COST	COSTCO WHSL CORP NEW	3,631	$455K	0.3%	$89.09	+9.0%	COM	22160K105
MTD	METTLER TOLEDO INTERNATIONAL	1,762	$451K	0.3%	$201.43	+30.2%	COM	592688105
MCHP	MICROCHIP TECHNOLOGY INC	9,513	$449K	0.3%	$16.17	+16.7%	COM	595017104
—	BROADCOM CORP	10,888	$440K	0.3%	$29.76	—	CL A	111320107
GWW	GRAINGER W W INC	1,741	$438K	0.3%	$188.36	+8.2%	COM	384802104
—	CELGENE CORP	4,580	$434K	0.3%	$86.04	—	COM	151020104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	9,681	$433K	0.3%	$42.47	-1.8%	CL A	192446102
—	ROYAL DUTCH SHELL PLC	5,476	$433K	0.3%	$79.12	—	SPON ADR B	780259107
GIS	GENERAL MLS INC	8,577	$433K	0.3%	$32.27	+9.9%	COM	370334104
LEG	LEGGETT & PLATT INC	12,372	$432K	0.2%	$29.27	+17.1%	COM	524660107
—	CREE INC	10,443	$428K	0.2%	$40.95	—	COM	225447101
IMO	IMPERIAL OIL LTD	9,051	$427K	0.2%	$41.80	-4.2%	COM NEW	453038408
VFC	V F CORP	6,455	$426K	0.2%	$121.82	-50.9%	COM	918204108
—	HANESBRANDS INC	3,961	$426K	0.2%	$72.43	—	COM	410345102
—	ABAXIS INC	8,354	$424K	0.2%	$42.14	—	COM	002567105
—	INFORMATICA CORP	12,301	$421K	0.2%	$40.85	—	COM	45666Q102
APD	AIR PRODS & CHEMS INC	3,220	$419K	0.2%	$82.21	+12.5%	COM	009158106
VLO	VALERO ENERGY CORP NEW	9,002	$417K	0.2%	$25.24	+29.3%	COM	91913Y100
AKAM	AKAMAI TECHNOLOGIES INC	6,936	$415K	0.2%	$41.83	+43.7%	COM	00971T101
INFY	INFOSYS LTD	6,854	$415K	0.2%	$60.49	—	SPONSORED ADR	456788108
NJDCY	NIDEC CORP	24,380	$413K	0.2%	$18.03	—	SPONSORED ADR	654090109
NUE	NUCOR CORP	7,597	$412K	0.2%	$38.87	+3.0%	COM	670346105
—	HIBBETT SPORTS INC	9,662	$412K	0.2%	$55.97	—	COM	428567101
PII	POLARIS INDS INC	2,743	$411K	0.2%	$144.52	0.0%	COM	731068102
CHEF	CHEFS WHSE INC	25,182	$409K	0.2%	$17.77	0.0%	COM	163086101
ALV	AUTOLIV INC	4,437	$408K	0.2%	$67.39	-16.1%	COM	052800109
NVO	NOVO-NORDISK A S	8,423	$401K	0.2%	$62.10	—	ADR	670100205
CL	COLGATE PALMOLIVE CO	6,125	$399K	0.2%	$66.03	-23.2%	COM	194162103
—	GNC HLDGS INC	10,299	$399K	0.2%	$38.74	—	COM CL A	36191G107
—	MAXIM INTEGRATED PRODS INC	13,127	$397K	0.2%	$32.29	—	COM	57772K101
DOV	DOVER CORP	4,919	$395K	0.2%	$54.54	+5.3%	COM	260003108
PPG	PPG INDS INC	1,995	$392K	0.2%	$95.29	-12.5%	COM	693506107
CVX	CHEVRON CORP NEW	3,264	$389K	0.2%	$76.08	+3.2%	COM	166764100
MTUS	TIMKENSTEEL CORP	8,366	$389K	0.2%	$45.14	0.0%	COM	887399103
AMZN	AMAZON COM INC	1,197	$386K	0.2%	$202.84	-91.8%	COM	023135106
—	MEDTRONIC INC	6,180	$383K	0.2%	$47.21	—	COM	585055106
—	CORE LABORATORIES N V	2,616	$383K	0.2%	$139.50	—	COM	N22717107
CVE	CENOVUS ENERGY INC	14,177	$381K	0.2%	$30.43	-20.7%	COM	15135U109
HD	HOME DEPOT INC	4,094	$376K	0.2%	$60.33	+9.0%	COM	437076102
—	ELLIE MAE INC	11,513	$375K	0.2%	$27.39	—	COM	28849P100
—	WALGREEN CO	6,320	$375K	0.2%	$35.01	—	COM	931422109
MKC	MCCORMICK & CO INC	5,561	$372K	0.2%	$27.23	+1.6%	COM NON VTG	579780206
ECL	ECOLAB INC	3,239	$372K	0.2%	$94.50	+5.0%	COM	278865100
FDS	FACTSET RESH SYS INC	3,036	$369K	0.2%	$84.42	+29.9%	COM	303075105
—	PATTERSON COMPANIES INC	8,827	$366K	0.2%	$41.43	—	COM	703395103
HON	HONEYWELL INTL INC	3,909	$364K	0.2%	$67.11	0.0%	COM	438516106
—	TIBCO SOFTWARE INC	15,314	$362K	0.2%	$23.63	—	COM	88632Q103
THO	THOR INDS INC	7,005	$361K	0.2%	$44.01	-2.9%	COM	885160101
—	VCA INC	9,038	$355K	0.2%	$28.13	—	COM	918194101
—	TEAM HEALTH HOLDINGS INC	6,061	$351K	0.2%	$37.67	—	COM	87817A107
EOG	EOG RES INC	3,513	$348K	0.2%	$65.51	+21.1%	COM	26875P101
TJX	TJX COS INC NEW	5,850	$346K	0.2%	$20.13	+19.8%	COM	872540109
—	SEAGATE TECHNOLOGY PLC	6,032	$345K	0.2%	$56.82	—	SHS	G7945M107
—	HOMEAWAY INC	9,715	$345K	0.2%	$35.03	—	COM	43739Q100
SLB	SCHLUMBERGER LTD	3,382	$344K	0.2%	$79.49	0.0%	COM	806857108
ZBH	ZIMMER HLDGS INC	3,397	$342K	0.2%	$68.72	+30.3%	COM	98956P102
MRK	MERCK & CO INC NEW	5,742	$340K	0.2%	$28.48	+38.2%	COM	58933Y105
IFF	INTERNATIONAL FLAVORS&FRAGRA	3,542	$340K	0.2%	$60.21	+28.2%	COM	459506101
HUBG	HUB GROUP INC	8,321	$337K	0.2%	$18.98	+19.9%	CL A	443320106
RIO	RIO TINTO PLC	6,845	$337K	0.2%	$48.62	—	SPONSORED ADR	767204100
—	COACH INC	9,452	$337K	0.2%	$48.45	—	COM	189754104
SNN	SMITH & NEPHEW PLC	3,969	$334K	0.2%	$63.34	—	SPDN ADR NEW	83175M205
—	BAKER HUGHES INC	5,110	$332K	0.2%	$51.39	—	COM	057224107
—	ST JUDE MED INC	5,510	$331K	0.2%	$62.65	—	COM	790849103
CPRT	COPART INC	10,498	$329K	0.2%	$4.26	+0.1%	COM	217204106
WMT	WAL-MART STORES INC	4,270	$327K	0.2%	$47.12	-56.9%	COM	931142103
—	TECHNE CORP	3,483	$326K	0.2%	$80.32	—	COM	878377100
SSTK	SHUTTERSTOCK INC	4,562	$326K	0.2%	$75.95	0.0%	COM	825690100
—	URSTADT BIDDLE PPTYS INC	16,029	$325K	0.2%	$20.83	—	CL A	917286205
CMI	CUMMINS INC	2,463	$325K	0.2%	$105.80	+0.3%	COM	231021106
LFUS	LITTELFUSE INC	3,805	$324K	0.2%	$61.17	+49.3%	COM	537008104
PTC	PTC INC	8,768	$324K	0.2%	$24.94	+53.3%	COM	69370C100
SCSC	SCANSOURCE INC	9,229	$319K	0.2%	$31.04	+20.3%	COM	806037107
FORR	FORRESTER RESH INC	8,579	$316K	0.2%	$35.22	0.0%	COM	346563109
—	HARRIS CORP DEL	4,708	$313K	0.2%	$69.40	—	COM	413875105
—	MTS SYS CORP	4,562	$311K	0.2%	$70.29	—	COM	553777103
LUV	SOUTHWEST AIRLS CO	9,203	$311K	0.2%	$22.39	+20.1%	COM	844741108
—	FORWARD AIR CORP	6,883	$309K	0.2%	$46.06	—	COM	349853101
CDNS	CADENCE DESIGN SYSTEM INC	17,897	$308K	0.2%	$14.95	+16.1%	COM	127387108
SAP	SAP AG	4,243	$306K	0.2%	$74.28	—	SPON ADR	803054204
—	INNOPHOS HOLDINGS INC	5,523	$304K	0.2%	$55.09	—	COM	45774N108
—	THORATEC CORP	11,229	$300K	0.2%	$36.85	—	COM NEW	885175307
—	ACTUANT CORP	9,829	$300K	0.2%	$31.62	—	CL A NEW	00508X203
VRSN	VERISIGN INC	5,416	$299K	0.2%	$55.99	-4.4%	COM	92343E102
WST	WEST PHARMACEUTICAL SVSC INC	6,659	$298K	0.2%	$49.29	-18.0%	COM	955306105
SYK	STRYKER CORP	3,672	$297K	0.2%	$69.17	+4.0%	COM	863667101
AMN	AMN HEALTHCARE SERVICES INC	18,877	$296K	0.2%	$13.86	+2.8%	COM	001744101
—	BARNES GROUP INC	9,727	$295K	0.2%	$30.35	—	COM	067806109
TTEK	TETRA TECH INC NEW	11,732	$293K	0.2%	$15.31	-66.0%	COM	88162G103
—	MICREL INC	24,304	$292K	0.2%	$10.28	—	COM	594793101
SXT	SENSIENT TECHNOLOGIES CORP	5,542	$290K	0.2%	$39.47	+38.0%	COM	81725T100
—	ANSYS INC	3,816	$289K	0.2%	$72.36	—	COM	03662Q105
GTY	GETTY RLTY CORP NEW	16,918	$288K	0.2%	$15.88	—	COM	374297109
—	NAVIGANT CONSULTING INC	20,545	$286K	0.2%	$11.66	—	COM	63935N107
ROK	ROCKWELL AUTOMATION INC	2,475	$272K	0.2%	$71.93	+30.4%	COM	773903109
CVGW	CALAVO GROWERS INC	5,922	$267K	0.2%	$25.83	+19.8%	COM	128246105
EL	LAUDER ESTEE COS INC	3,571	$267K	0.2%	$63.49	+2.5%	CL A	518439104
—	VITAMIN SHOPPE INC	5,993	$266K	0.2%	$47.52	—	COM	92849E101
BHP	BHP BILLITON LTD	4,495	$265K	0.2%	$58.88	—	SPONSORED ADR	088606108
XOM	EXXON MOBIL CORP	2,799	$263K	0.2%	$59.06	+4.1%	COM	30231G102
—	ANIXTER INTL INC	3,093	$262K	0.2%	$84.85	—	COM	035290105
—	FEDERAL REALTY INVT TR	2,209	$262K	0.2%	$120.57	—	SH BEN INT NEW	313747206
—	MICROSEMI CORP	10,097	$257K	0.1%	$25.41	—	COM	595137100
BKE	BUCKLE INC	5,647	$256K	0.1%	$40.70	-63.7%	COM	118440106
—	FLIR SYS INC	8,103	$254K	0.1%	$31.62	—	COM	302445101
NKE	NIKE INC	2,846	$254K	0.1%	$32.25	+6.6%	CL B	654106103
HEI/A	HEICO CORP NEW	6,285	$253K	0.1%	$16.19	+28.2%	CL A	422806208
KN	KNOWLES CORP	9,290	$246K	0.1%	$30.30	+0.7%	COM	49926D109
A	AGILENT TECHNOLOGIES INC	4,310	$246K	0.1%	$28.70	+29.6%	COM	00846U101
MNRO	MONRO MUFFLER BRAKE INC	4,978	$242K	0.1%	$44.83	+14.7%	COM	610236101
PNR	PENTAIR PLC	3,675	$241K	0.1%	$40.88	-6.8%	SHS	G7S00T104
FELE	FRANKLIN ELEC INC	6,762	$235K	0.1%	$33.35	0.0%	COM	353514102
—	STEINER LEISURE LTD	6,238	$234K	0.1%	$47.58	—	ORD	P8744Y102
CVCO	CAVCO INDS INC DEL	3,421	$233K	0.1%	$44.70	+65.5%	COM	149568107
MTRX	MATRIX SVC CO	9,508	$229K	0.1%	$22.06	+25.9%	COM	576853105
—	PDC ENERGY INC	4,523	$227K	0.1%	$50.29	—	COM	69327R101
—	QIAGEN NV	9,727	$221K	0.1%	$24.35	—	REG SHS	N72482107
—	ANALOGIC CORP	3,375	$216K	0.1%	$63.97	—	COM PAR $0.05	032657207
—	VMWARE INC	2,297	$216K	0.1%	$107.36	—	CL A COM	928563402
—	SYNTEL INC	2,442	$215K	0.1%	$80.21	—	COM	87162H103
—	GENOMIC HEALTH INC	7,548	$214K	0.1%	$27.40	—	COM	37244C101
—	GOOGLE INC	369	$213K	0.1%	$575.34	—	CL C	38259P706
—	NATIONAL INSTRS CORP	6,715	$208K	0.1%	$32.39	—	COM	636518102
—	CONTINENTAL RESOURCES INC	3,117	$207K	0.1%	$110.18	—	COM	212015101
CNMD	CONMED CORP	5,547	$204K	0.1%	$28.95	+20.0%	COM	207410101
PSX	PHILLIPS 66	2,461	$200K	0.1%	$55.11	0.0%	COM	718546104
CALY	CALLAWAY GOLF CO	26,168	$189K	0.1%	$6.94	+11.2%	COM	131193104
AMH	AMERICAN HOMES 4 RENT	10,634	$180K	0.1%	$16.89	—	CL A	02665T306
—	MCDERMOTT INTL INC	22,368	$128K	0.1%	$9.13	—	COM	580037109
NAT	NORDIC AMERICAN TANKERS LIMI	10,200	$81,090	0.0%	$8.73	0.0%	COM	G65773106
—	DIANA CONTAINERSHIPS INC	19,123	$43,028	0.0%	$2.50	—	COM	Y2069P101
—	OI S.A.	14,000	$9,800	0.0%	$1.33	—	SPN ADR REP PFD	670851203
—	FAIRPOINT COMMUNICATIONS INC	25,000	$9,250	0.0%	$0.37	—	COM NEW	305560302