Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	46,244	$5.754M	2.8%	$69.01	-61.1%	COM	037833100
PSA	PUBLIC STORAGE	24,879	$4.905M	2.4%	$113.77	+13.7%	COM	74460D109
LTC	LTC PPTYS INC	53,033	$2.44M	1.2%	$37.88	—	COM	502175102
JNJ	JOHNSON & JOHNSON	23,246	$2.339M	1.1%	$68.69	+9.3%	COM	478160104
MSFT	MICROSOFT CORP	51,563	$2.097M	1.0%	$28.74	+29.6%	COM	594918104
KMB	KIMBERLY CLARK CORP	18,556	$1.988M	1.0%	$73.47	+3.9%	COM	494368103
CAH	CARDINAL HEALTH INC	21,753	$1.964M	0.9%	$50.79	+25.3%	COM	14149Y108
SWKS	SKYWORKS SOLUTIONS INC	19,808	$1.947M	0.9%	$21.29	+222.7%	COM	83088M102
CVS	CVS HEALTH CORP	18,325	$1.891M	0.9%	$53.12	+39.8%	COM	126650100
META	FACEBOOK INC	22,869	$1.88M	0.9%	$42.79	+81.8%	CL A	30303M102
BDX	BECTON DICKINSON & CO	13,059	$1.875M	0.9%	$89.02	+33.2%	COM	075887109
IFF	INTERNATIONAL FLAVORS&FRAGRA	15,726	$1.846M	0.9%	$73.98	+17.6%	COM	459506101
SWK	STANLEY BLACK & DECKER INC	18,575	$1.771M	0.9%	$63.77	+13.7%	COM	854502101
WY	WEYERHAEUSER CO	51,686	$1.713M	0.8%	$19.70	+16.0%	COM	962166104
PEP	PEPSICO INC	17,716	$1.694M	0.8%	$67.07	+3.9%	COM	713448108
PG	PROCTER & GAMBLE CO	20,150	$1.651M	0.8%	$61.32	+3.7%	COM	742718109
ZBRA	ZEBRA TECHNOLOGIES CORP	18,108	$1.643M	0.8%	$66.76	+29.6%	CL A	989207105
ORLY	O REILLY AUTOMOTIVE INC NEW	7,544	$1.631M	0.8%	$57.83	-76.8%	COM	67103H107
DG	DOLLAR GEN CORP NEW	21,377	$1.611M	0.8%	$52.53	+17.1%	COM	256677105
—	SOVRAN SELF STORAGE INC	16,657	$1.565M	0.8%	$82.29	—	COM	84610H108
—	GOOGLE INC	2,789	$1.547M	0.7%	$667.93	—	CL A	38259P508
MGA	MAGNA INTL INC	28,683	$1.539M	0.7%	$39.41	-4.3%	COM	559222401
WMT	WAL-MART STORES INC	18,479	$1.52M	0.7%	$28.03	-17.8%	COM	931142103
MMM	3M CO	9,086	$1.499M	0.7%	$89.15	+8.7%	COM	88579Y101
ABBV	ABBVIE INC	25,167	$1.473M	0.7%	$29.11	+33.4%	COM	00287Y109
GPC	GENUINE PARTS CO	15,667	$1.46M	0.7%	$63.75	+10.4%	COM	372460105
—	WALGREENS BOOTS ALLIANCE INC	17,152	$1.452M	0.7%	$81.79	—	COM	931427108
ABT	ABBOTT LABS	30,789	$1.426M	0.7%	$38.91	-3.8%	COM	002824100
KO	COCA COLA CO	35,111	$1.424M	0.7%	$34.92	-15.2%	COM	191216100
MDT	MEDTRONIC PLC	18,065	$1.409M	0.7%	$58.10	0.0%	SHS	G5960L103
PH	PARKER HANNIFIN CORP	11,368	$1.35M	0.6%	$87.37	+15.9%	COM	701094104
LLY	LILLY ELI & CO	18,419	$1.338M	0.6%	$49.32	+18.9%	COM	532457108
COR	AMERISOURCEBERGEN CORP	11,659	$1.325M	0.6%	$42.68	+73.2%	COM	03073E105
RHI	ROBERT HALF INTL INC	21,829	$1.321M	0.6%	$40.13	+49.9%	COM	770323103
LEA	LEAR CORP	11,608	$1.286M	0.6%	$82.98	+4.4%	COM NEW	521865204
LOW	LOWES COS INC	16,877	$1.256M	0.6%	$46.74	+26.1%	COM	548661107
PRGO	PERRIGO CO PLC	7,574	$1.254M	0.6%	$157.71	+1.1%	SHS	G97822103
QCOM	QUALCOMM INC	17,966	$1.246M	0.6%	$54.26	-4.8%	COM	747525103
ITW	ILLINOIS TOOL WKS INC	12,473	$1.212M	0.6%	$66.34	+12.4%	COM	452308109
ODFL	OLD DOMINION FGHT LINES INC	15,659	$1.21M	0.6%	$16.06	+51.4%	COM	679580100
BMRN	BIOMARIN PHARMACEUTICAL INC	9,570	$1.193M	0.6%	$70.02	+51.3%	COM	09061G101
UNFI	UNITED NAT FOODS INC	15,441	$1.19M	0.6%	$70.91	+10.5%	COM	911163103
SHW	SHERWIN WILLIAMS CO	4,121	$1.173M	0.6%	$94.57	-11.0%	COM	824348106
FFIV	F5 NETWORKS INC	10,118	$1.163M	0.6%	$111.57	+5.5%	COM	315616102
—	FOOT LOCKER INC	18,404	$1.159M	0.6%	$33.69	—	COM	344849104
—	UNILEVER PLC	27,770	$1.158M	0.6%	$41.49	—	SPON ADR NEW	904767704
LEG	LEGGETT & PLATT INC	24,949	$1.15M	0.6%	$36.54	+22.1%	COM	524660107
—	COOPER COS INC	6,126	$1.148M	0.6%	$129.73	—	COM NEW	216648402
CVX	CHEVRON CORP NEW	10,734	$1.127M	0.5%	$69.33	-3.5%	COM	166764100
—	ALEXION PHARMACEUTICALS INC	6,463	$1.12M	0.5%	$98.16	—	COM	015351109
CTAS	CINTAS CORP	13,585	$1.109M	0.5%	$23.87	-24.1%	COM	172908105
—	LAM RESEARCH CORP	15,785	$1.109M	0.5%	$71.84	—	COM	512807108
—	SIGMA ALDRICH CORP	7,950	$1.099M	0.5%	$115.35	—	COM	826552101
ORCL	ORACLE CORP	25,444	$1.098M	0.5%	$32.19	+14.5%	COM	68389X105
EFX	EQUIFAX INC	11,758	$1.093M	0.5%	$61.13	+30.7%	COM	294429105
—	MEAD JOHNSON NUTRITION CO	10,814	$1.087M	0.5%	$74.00	—	COM	582839106
FLO	FLOWERS FOODS INC	47,600	$1.082M	0.5%	$13.25	+3.5%	COM	343498101
EMR	EMERSON ELEC CO	19,098	$1.081M	0.5%	$46.63	-6.9%	COM	291011104
—	FAMILY DLR STORES INC	13,514	$1.071M	0.5%	$71.07	—	COM	307000109
—	ROYAL DUTCH SHELL PLC	16,903	$1.06M	0.5%	$71.53	—	SPON ADR B	780259107
IPGP	IPG PHOTONICS CORP	11,373	$1.054M	0.5%	$67.39	+28.1%	COM	44980X109
VFC	V F CORP	13,993	$1.054M	0.5%	$93.23	-25.7%	COM	918204108
APD	AIR PRODS & CHEMS INC	6,940	$1.05M	0.5%	$94.02	+12.5%	COM	009158106
—	STERICYCLE INC	7,436	$1.044M	0.5%	$131.08	—	COM	858912108
MD	MEDNAX INC	14,320	$1.038M	0.5%	$58.34	+19.2%	COM	58502B106
COP	CONOCOPHILLIPS	16,625	$1.035M	0.5%	$57.24	-20.4%	COM	20825C104
—	BED BATH & BEYOND INC	13,464	$1.034M	0.5%	$66.49	—	COM	075896100
ADP	AUTOMATIC DATA PROCESSING IN	12,054	$1.032M	0.5%	$55.01	+23.4%	COM	053015103
—	MEDIVATION INC	7,830	$1.011M	0.5%	$103.72	—	COM	58501N101
CLX	CLOROX CO DEL	9,126	$1.007M	0.5%	$69.83	+14.5%	COM	189054109
—	PRICELINE GRP INC	865	$1.007M	0.5%	$933.40	—	COM NEW	741503403
JKHY	HENRY JACK & ASSOC INC	14,298	$999K	0.5%	$39.65	+44.5%	COM	426281101
WPP	WPP PLC NEW	8,743	$995K	0.5%	$101.56	—	ADR	92937A102
ALK	ALASKA AIR GROUP INC	14,966	$990K	0.5%	$42.76	+39.0%	COM	011659109
CRI	CARTER INC	10,686	$988K	0.5%	$57.68	+14.0%	COM	146229109
PPG	PPG INDS INC	4,339	$979K	0.5%	$94.04	+0.4%	COM	693506107
MKC	MCCORMICK & CO INC	12,556	$968K	0.5%	$28.77	+4.9%	COM NON VTG	579780206
CL	COLGATE PALMOLIVE CO	13,897	$964K	0.5%	$59.01	-9.0%	COM	194162103
HSIC	SCHEIN HENRY INC	6,870	$959K	0.5%	$68.71	-20.1%	COM	806407102
LYB	LYONDELLBASELL INDUSTRIES N	10,909	$958K	0.5%	$50.03	-6.6%	SHS - A -	N53745100
—	TIFFANY & CO NEW	10,825	$953K	0.5%	$97.67	—	COM	886547108
URBN	URBAN OUTFITTERS INC	20,755	$947K	0.5%	$34.61	+12.4%	COM	917047102
LKQ	LKQ CORP	37,047	$947K	0.5%	$24.40	-4.7%	COM	501889208
—	BARD C R INC	5,614	$940K	0.5%	$130.60	—	COM	067383109
NEU	NEWMARKET CORP	1,962	$937K	0.5%	$251.93	+45.8%	COM	651587107
—	JOHNSON CTLS INC	18,515	$934K	0.4%	$35.31	—	COM	478366107
ECL	ECOLAB INC	8,134	$930K	0.4%	$96.07	+1.2%	COM	278865100
—	SEATTLE GENETICS INC	26,243	$928K	0.4%	$37.79	—	COM	812578102
NUE	NUCOR CORP	19,432	$924K	0.4%	$37.44	-4.0%	COM	670346105
BAX	BAXTER INTL INC	13,475	$923K	0.4%	$40.55	-22.0%	COM	071813109
GWW	GRAINGER W W INC	3,911	$922K	0.4%	$195.33	+2.4%	COM	384802104
CDNS	CADENCE DESIGN SYSTEM INC	49,399	$911K	0.4%	$16.86	+8.0%	COM	127387108
GNTX	GENTEX CORP	48,934	$895K	0.4%	$16.43	+7.4%	COM	371901109
—	MICHAEL KORS HLDGS LTD	13,544	$891K	0.4%	$80.16	—	SHS	G60754101
—	KEURIG GREEN MTN INC	7,920	$885K	0.4%	$130.13	—	COM	49271M100
—	AKORN INC	18,586	$883K	0.4%	$47.51	—	COM	009728106
—	SANDISK CORP	13,861	$882K	0.4%	$62.67	—	COM	80004C101
—	WABCO HLDGS INC	7,147	$878K	0.4%	$104.78	—	COM	92927K102
—	DU PONT E I DE NEMOURS & CO	12,255	$876K	0.4%	$59.94	—	COM	263534109
HP	HELMERICH & PAYNE INC	12,769	$869K	0.4%	$103.89	-37.0%	COM	423452101
—	LUXOTTICA GROUP S P A	13,813	$866K	0.4%	$44.19	—	SPONSORED ADR	55068R202
—	VARIAN MED SYS INC	9,172	$863K	0.4%	$72.21	—	COM	92220P105
—	DST SYS INC DEL	7,790	$862K	0.4%	$93.62	—	COM	233326107
GILD	GILEAD SCIENCES INC	8,783	$862K	0.4%	$59.91	+17.7%	COM	375558103
—	CLARCOR INC	12,745	$842K	0.4%	$59.69	—	COM	179895107
DOV	DOVER CORP	12,149	$840K	0.4%	$50.56	-6.1%	COM	260003108
—	FEDERAL REALTY INVT TR	5,661	$833K	0.4%	$129.03	—	SH BEN INT NEW	313747206
PSMT	PRICESMART INC	9,603	$816K	0.4%	$77.38	-6.0%	COM	741511109
VMI	VALMONT INDS INC	6,587	$809K	0.4%	$134.20	-8.6%	COM	920253101
—	TE CONNECTIVITY LTD	11,296	$809K	0.4%	$39.18	—	REG SHS	H84989104
PII	POLARIS INDS INC	5,632	$795K	0.4%	$147.33	+0.0%	COM	731068102
ALGN	ALIGN TECHNOLOGY INC	14,395	$774K	0.4%	$56.98	0.0%	COM	016255101
FLR	FLUOR CORP NEW	13,422	$767K	0.4%	$59.37	-14.0%	COM	343412102
PNR	PENTAIR PLC	11,876	$747K	0.4%	$37.65	-3.9%	SHS	G7S00T104
—	SYNGENTA AG	10,690	$725K	0.3%	$73.08	—	SPONSORED ADR	87160A100
XOM	EXXON MOBIL CORP	8,480	$721K	0.3%	$56.94	-2.4%	COM	30231G102
CHEF	CHEFS WHSE INC	32,093	$720K	0.3%	$17.79	+23.8%	COM	163086101
—	TYCO INTL PLC	16,714	$720K	0.3%	$43.83	—	SHS	G91442106
GLD	SPDR GOLD TRUST	6,226	$708K	0.3%	$136.12	—	GOLD SHS	78463V107
OXY	OCCIDENTAL PETE CORP DEL	9,645	$704K	0.3%	$75.78	-26.4%	COM	674599105
DECK	DECKERS OUTDOOR CORP	9,646	$703K	0.3%	$54.15	-76.3%	COM	243537107
WHR	WHIRLPOOL CORP	3,457	$699K	0.3%	$145.12	+40.0%	COM	963320106
SSTK	SHUTTERSTOCK INC	10,136	$696K	0.3%	$67.77	-10.4%	COM	825690100
OII	OCEANEERING INTL INC	12,852	$693K	0.3%	$70.82	-24.7%	COM	675232102
—	LINKEDIN CORP	2,744	$686K	0.3%	$207.43	—	COM CL A	53578A108
REGN	REGENERON PHARMACEUTICALS	1,510	$682K	0.3%	$183.69	+129.4%	COM	75886F107
GTY	GETTY RLTY CORP NEW	37,456	$682K	0.3%	$17.16	—	COM	374297109
—	SCRIPPS NETWORKS INTERACT IN	9,781	$671K	0.3%	$62.96	—	CL A COM	811065101
—	SIRONA DENTAL SYSTEMS INC	7,445	$670K	0.3%	$68.63	—	COM	82966C103
—	IHS INC	5,876	$668K	0.3%	$113.88	—	CL A	451734107
SLB	SCHLUMBERGER LTD	8,008	$668K	0.3%	$71.40	-14.1%	COM	806857108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	10,652	$665K	0.3%	$42.92	+21.8%	CL A	192446102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	28,022	$658K	0.3%	$20.18	—	SPONSORED ADR	874039100
ALV	AUTOLIV INC	5,574	$656K	0.3%	$64.71	-4.7%	COM	052800109
CRS	CARPENTER TECHNOLOGY CORP	16,799	$653K	0.3%	$48.81	-31.8%	COM	144285103
—	NATIONAL OILWELL VARCO INC	13,060	$653K	0.3%	$75.83	—	COM	637071101
ETN	EATON CORP PLC	9,604	$652K	0.3%	$53.90	-2.5%	SHS	G29183103
—	SPLUNK INC	10,983	$650K	0.3%	$66.78	—	COM	848637104
MTD	METTLER TOLEDO INTERNATIONAL	1,924	$632K	0.3%	$209.07	+48.0%	COM	592688105
—	MAXIM INTEGRATED PRODS INC	18,144	$632K	0.3%	$32.99	—	COM	57772K101
AKAM	AKAMAI TECHNOLOGIES INC	8,733	$620K	0.3%	$46.83	+41.2%	COM	00971T101
MCHP	MICROCHIP TECHNOLOGY INC	12,614	$617K	0.3%	$16.45	+17.6%	COM	595017104
—	SYMANTEC CORP	26,085	$609K	0.3%	$23.51	—	COM	871503108
FDS	FACTSET RESH SYS INC	3,786	$603K	0.3%	$93.76	+42.7%	COM	303075105
GLW	CORNING INC	25,609	$581K	0.3%	$12.34	+44.4%	COM	219350105
—	HANESBRANDS INC	17,308	$580K	0.3%	$43.49	—	COM	410345102
—	ABAXIS INC	8,932	$573K	0.3%	$43.29	—	COM	002567105
—	CELGENE CORP	4,948	$570K	0.3%	$88.04	—	COM	151020104
PCH	POTLATCH CORP NEW	14,166	$567K	0.3%	$41.13	—	COM	737630103
UNP	UNION PAC CORP	5,167	$560K	0.3%	$95.00	-3.3%	COM	907818108
FOSL	FOSSIL GROUP INC	6,732	$555K	0.3%	$102.95	-10.6%	COM	34988V106
ASR	GRUPO AEROPORTUARIO DEL SURE	4,059	$546K	0.3%	$83.13	—	SPON ADR SER B	40051E202
NXPI	NXP SEMICONDUCTORS N V	5,400	$542K	0.3%	$64.19	+21.9%	COM	N6596X109
ROST	ROSS STORES INC	5,140	$542K	0.3%	$38.13	+16.6%	COM	778296103
TBRG	COMPUTER PROGRAMS & SYS INC	9,784	$531K	0.3%	$43.08	+7.9%	COM	205306103
COST	COSTCO WHSL CORP NEW	3,445	$522K	0.3%	$90.97	+32.9%	COM	22160K105
TKR	TIMKEN CO	12,369	$521K	0.3%	$46.32	-10.5%	COM	887389104
—	COUSINS PPTYS INC	48,912	$518K	0.2%	$11.75	—	COM	222795106
—	BROADCOM CORP	11,923	$516K	0.2%	$30.94	—	CL A	111320107
NVS	NOVARTIS A G	5,188	$512K	0.2%	$62.61	—	SPONSORED ADR	66987V109
MOS	MOSAIC CO NEW	11,099	$511K	0.2%	$43.53	-9.8%	COM	61945C103
HD	HOME DEPOT INC	4,451	$506K	0.2%	$61.82	+38.0%	COM	437076102
—	ELLIE MAE INC	9,069	$502K	0.2%	$29.17	—	COM	28849P100
—	VCA INC	9,120	$500K	0.2%	$28.89	—	COM	918194101
—	ANN INC	12,172	$499K	0.2%	$36.12	—	COM	035623107
ABBNY	ABB LTD	23,433	$496K	0.2%	$20.75	—	SPONSORED ADR	000375204
KEX	KIRBY CORP	6,541	$491K	0.2%	$108.91	-29.2%	COM	497266106
THO	THOR INDS INC	7,743	$489K	0.2%	$44.13	+8.8%	COM	885160101
—	CAMERON INTERNATIONAL CORP	10,842	$489K	0.2%	$66.38	—	COM	13342B105
AMZN	AMAZON COM INC	1,313	$488K	0.2%	$179.67	-90.2%	COM	023135106
TRMB	TRIMBLE NAVIGATION LTD	19,164	$483K	0.2%	$30.00	-14.5%	COM	896239100
—	HOMEAWAY INC	15,922	$480K	0.2%	$33.00	—	COM	43739Q100
WST	WEST PHARMACEUTICAL SVSC INC	7,779	$468K	0.2%	$49.39	+3.1%	COM	955306105
RDY	DR REDDYS LABS LTD	8,181	$467K	0.2%	$50.96	—	ADR	256135203
EL	LAUDER ESTEE COS INC	5,612	$467K	0.2%	$63.89	+7.3%	CL A	518439104
MCK	MCKESSON CORP	2,036	$461K	0.2%	$110.69	+84.5%	COM	58155Q103
—	HIBBETT SPORTS INC	9,363	$459K	0.2%	$55.54	—	COM	428567101
HON	HONEYWELL INTL INC	4,361	$455K	0.2%	$67.42	+8.3%	COM	438516106
PSX	PHILLIPS 66	5,784	$455K	0.2%	$49.25	0.0%	COM	718546104
LUV	SOUTHWEST AIRLS CO	10,222	$453K	0.2%	$23.67	+63.1%	COM	844741108
NVO	NOVO-NORDISK A S	8,437	$450K	0.2%	$61.61	—	ADR	670100205
ZBH	ZIMMER HLDGS INC	3,730	$438K	0.2%	$71.48	+46.0%	COM	98956P102
NKE	NIKE INC	4,352	$437K	0.2%	$35.23	+18.3%	CL B	654106103
—	BARNES GROUP INC	10,720	$434K	0.2%	$31.14	—	COM	067806109
CPRT	COPART INC	11,380	$428K	0.2%	$4.28	+8.3%	COM	217204106
—	MICREL INC	28,220	$426K	0.2%	$10.92	—	COM	594793101
IMO	IMPERIAL OIL LTD	10,588	$422K	0.2%	$40.46	-24.5%	COM NEW	453038408
HEI/A	HEICO CORP NEW	8,484	$420K	0.2%	$17.83	+32.0%	CL A	422806208
—	URSTADT BIDDLE PPTYS INC	18,195	$420K	0.2%	$21.01	—	CL A	917286205
SXT	SENSIENT TECHNOLOGIES CORP	6,066	$418K	0.2%	$41.21	+51.4%	COM	81725T100
—	FORWARD AIR CORP	7,590	$412K	0.2%	$46.65	—	COM	349853101
LFUS	LITTELFUSE INC	4,135	$411K	0.2%	$63.87	+53.0%	COM	537008104
—	HARRIS CORP DEL	5,192	$409K	0.2%	$69.95	—	COM	413875105
—	ST JUDE MED INC	6,095	$399K	0.2%	$62.90	—	COM	790849103
VRSN	VERISIGN INC	5,930	$397K	0.2%	$56.21	+7.2%	COM	92343E102
—	TEAM HEALTH HOLDINGS INC	6,627	$388K	0.2%	$39.40	—	COM	87817A107
—	MTS SYS CORP	4,996	$378K	0.2%	$70.73	—	COM	553777103
CMI	CUMMINS INC	2,725	$378K	0.2%	$105.69	-0.8%	COM	231021106
—	MICROSEMI CORP	10,635	$376K	0.2%	$35.40	—	COM	595137100
SYK	STRYKER CORP	4,061	$375K	0.2%	$70.17	+16.8%	COM	863667101
HUBG	HUB GROUP INC	9,523	$374K	0.2%	$18.95	-0.6%	CL A	443320106
MRK	MERCK & CO INC NEW	6,414	$369K	0.2%	$29.67	+35.8%	COM	58933Y105
AMN	AMN HEALTHCARE SERVICES INC	15,957	$368K	0.2%	$14.02	+47.6%	COM	001744101
FELE	FRANKLIN ELEC INC	9,563	$365K	0.2%	$32.95	-3.2%	COM	353514102
CVE	CENOVUS ENERGY INC	21,519	$363K	0.2%	$25.48	-41.6%	COM	15135U109
—	ANSYS INC	4,072	$359K	0.2%	$73.26	—	COM	03662Q105
—	BAKER HUGHES INC	5,611	$357K	0.2%	$52.09	—	COM	057224107
EOG	EOG RES INC	3,867	$355K	0.2%	$65.67	+0.8%	COM	26875P101
MELI	MERCADOLIBRE INC	2,835	$347K	0.2%	$103.15	+21.3%	COM	58733R102
FORR	FORRESTER RESH INC	9,418	$346K	0.2%	$35.25	-1.3%	COM	346563109
PTC	PTC INC	9,476	$343K	0.2%	$25.77	+34.0%	COM	69370C100
MNRO	MONRO MUFFLER BRAKE INC	5,265	$342K	0.2%	$45.48	+34.7%	COM	610236101
—	INNOPHOS HOLDINGS INC	6,048	$341K	0.2%	$55.31	—	COM	45774N108
—	ANALOGIC CORP	3,699	$336K	0.2%	$66.07	—	COM PAR $0.05	032657207
BHP	BHP BILLITON LTD	7,225	$336K	0.2%	$54.44	—	SPONSORED ADR	088606108
CVGW	CALAVO GROWERS INC	6,444	$331K	0.2%	$26.77	+38.4%	COM	128246105
BKE	BUCKLE INC	6,484	$331K	0.2%	$37.59	-54.8%	COM	118440106
AAON	AAON INC	13,428	$329K	0.2%	$12.47	+12.7%	COM PAR $0.004	000360206
—	TUMI HLDGS INC	13,288	$325K	0.2%	$23.99	—	COM	89969Q104
—	STEINER LEISURE LTD	6,754	$320K	0.2%	$47.53	—	ORD	P8744Y102
—	BT GROUP PLC	4,898	$319K	0.2%	$62.26	—	ADR	05577E101
ROK	ROCKWELL AUTOMATION INC	2,739	$318K	0.2%	$73.59	+23.3%	COM	773903109
INFY	INFOSYS LTD	8,992	$315K	0.2%	$53.82	—	SPONSORED ADR	456788108
VLO	VALERO ENERGY CORP NEW	4,927	$313K	0.2%	$25.52	+43.2%	COM	91913Y100
CTRA	CABOT OIL & GAS CORP	10,466	$309K	0.1%	$22.79	-9.8%	COM	127097103
TTEK	TETRA TECH INC NEW	12,843	$308K	0.1%	$14.42	-65.7%	COM	88162G103
—	NAVIGANT CONSULTING INC	23,448	$304K	0.1%	$13.47	—	COM	63935N107
—	FMC TECHNOLOGIES INC	8,154	$302K	0.1%	$37.01	—	COM	30249U101
STM	STMICROELECTRONICS N V	32,394	$300K	0.1%	$7.55	—	NY REGISTRY	861012102
SAP	SAP SE	4,112	$297K	0.1%	$74.18	—	SPON ADR	803054204
SNN	SMITH & NEPHEW PLC	8,643	$295K	0.1%	$48.88	—	SPDN ADR NEW	83175M205
GVA	GRANITE CONSTR INC	8,119	$285K	0.1%	$35.29	-1.5%	COM	387328107
—	GREATBATCH INC	4,775	$276K	0.1%	$49.71	—	COM	39153L106
—	PHYSICIANS RLTY TR	15,589	$275K	0.1%	$16.65	—	COM	71943U104
CALY	CALLAWAY GOLF CO	28,711	$274K	0.1%	$7.02	+19.1%	COM	131193104
—	SYNTEL INC	5,283	$273K	0.1%	$61.47	—	COM	87162H103
—	VITAMIN SHOPPE INC	6,593	$272K	0.1%	$47.27	—	COM	92849E101
POOL	POOL CORPORATION	3,884	$271K	0.1%	$52.21	+12.6%	COM	73278L105
CVCO	CAVCO INDS INC DEL	3,558	$267K	0.1%	$45.66	+62.1%	COM	149568107
MZTI	LANCASTER COLONY CORP	2,764	$263K	0.1%	$90.72	+1.1%	COM	513847103
TRS	TRIMAS CORP	8,429	$260K	0.1%	$23.60	+0.0%	COM NEW	896215209
—	GENOMIC HEALTH INC	8,319	$254K	0.1%	$27.76	—	COM	37244C101
OFLX	OMEGA FLEX INC	10,032	$252K	0.1%	$27.48	+12.6%	COM	682095104
CRM	SALESFORCE COM INC	3,684	$246K	0.1%	$58.38	+5.0%	COM	79466L302
MTRN	MATERION CORP	6,404	$246K	0.1%	$34.53	+4.0%	COM	576690101
—	GOOGLE INC	448	$246K	0.1%	$548.14	—	CL C	38259P706
MEI	METHODE ELECTRS INC	5,085	$239K	0.1%	$32.24	0.0%	COM	591520200
—	ACTUANT CORP	10,040	$238K	0.1%	$31.41	—	CL A NEW	00508X203
—	NATIONAL INSTRS CORP	7,362	$236K	0.1%	$32.32	—	COM	636518102
SBUX	STARBUCKS CORP	2,434	$230K	0.1%	$36.12	0.0%	COM	855244109
IPAR	INTER PARFUMS INC	7,007	$229K	0.1%	$27.91	0.0%	COM	458334109
IBM	INTERNATIONAL BUSINESS MACHS	1,332	$214K	0.1%	$96.47	0.0%	COM	459200101
—	VMWARE INC	2,519	$207K	0.1%	$105.15	—	CL A COM	928563402
—	XILINX INC	4,789	$203K	0.1%	$42.30	—	COM	983919101
NTGR	NETGEAR INC	6,126	$201K	0.1%	$20.96	-2.0%	COM	64111Q104
—	COHERENT INC	3,097	$201K	0.1%	$64.95	—	COM	192479103
AMH	AMERICAN HOMES 4 RENT	11,929	$197K	0.1%	$16.89	—	CL A	02665T306
MTRX	MATRIX SVC CO	10,387	$182K	0.1%	$21.94	-14.2%	COM	576853105
—	DIANA CONTAINERSHIPS INC	19,027	$46,806	0.0%	$2.49	—	COM	Y2069P101
—	OI S.A.	14,800	$22,792	0.0%	$1.54	—	SPN ADR PFD NEW	670851401
—	AETERNA ZENTARIS INC	17,401	$9,396	0.0%	$0.59	—	COM NEW	007975303
—	FAIRPOINT COMMUNICATIONS INC	25,000	$9,250	0.0%	$0.37	—	COM NEW	305560302