Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	Microsoft	15,913,310	$550M	3.4%	$26.70	0.0%	Common	594918104
PFE	Pfizer	17,473,580	$489M	3.0%	$16.46	0.0%	Common	717081103
IBM	International Business Machines	2,397,629	$458M	2.8%	$118.94	0.0%	Common	459200101
CSCO	Cisco Systems	15,938,459	$388M	2.4%	$15.24	0.0%	Common	17275R102
JNJ	Johnson & Johnson	4,327,694	$372M	2.3%	$59.66	0.0%	Common	478160104
JPM	JPMorgan Chase	7,033,373	$371M	2.3%	$36.24	0.0%	Common	46625H100
AAPL	Apple	883,048	$350M	2.2%	$13.16	0.0%	Common	037833100
AFL	Aflac	5,976,181	$347M	2.2%	$20.11	0.0%	Common	001055102
CVX	Chevron	2,903,138	$344M	2.1%	$71.30	0.0%	Common	166764100
—	Google	385,337	$339M	2.1%	$880.37	—	Common	38259P508
XOM	Exxon Mobil	3,739,985	$338M	2.1%	$53.69	0.0%	Common	30231G102
WFC	Wells Fargo	7,382,988	$305M	1.9%	$27.36	0.0%	Common	949746101
ZBH	Zimmer Holdings	3,922,958	$294M	1.8%	$67.30	0.0%	Common	98956P102
WMT	Wal-Mart Stores	3,328,560	$248M	1.5%	$19.98	0.0%	Common	931142103
—	WellPoint	2,943,777	$241M	1.5%	$81.84	—	Common	94973V107
PM	Philip Morris International	2,610,161	$226M	1.4%	$49.85	0.0%	Common	718172109
MCD	McDonald's	2,235,011	$221M	1.4%	$71.80	0.0%	Common	580135101
PEP	PepsiCo	2,636,766	$216M	1.3%	$56.00	0.0%	Common	713448108
SYK	Stryker	3,160,120	$204M	1.3%	$56.92	0.0%	Common	863667101
UNH	UnitedHealth Group	3,118,378	$204M	1.3%	$50.75	0.0%	Common	91324P102
—	Medtronic	3,946,050	$203M	1.3%	$51.47	—	Common	585055106
—	Mylan	6,237,290	$194M	1.2%	$31.03	—	Common	628530107
GS	Goldman Sachs Group	1,158,080	$175M	1.1%	$120.06	0.0%	Common	38141G104
TEVA	Teva Pharmaceutical Industries ADR	4,287,768	$168M	1.0%	$39.20	—	ADR	881624209
KSS	Kohl's	3,294,428	$166M	1.0%	$49.51	0.0%	Common	500255104
—	Laboratory Corp of America	1,608,051	$161M	1.0%	$100.10	—	Common	50540R409
ORCL	Oracle	5,073,232	$156M	1.0%	$27.58	0.0%	Common	68389X105
PG	Procter & Gamble	1,883,912	$145M	0.9%	$55.00	0.0%	Common	742718109
BAX	Baxter International	2,007,204	$139M	0.9%	$30.42	0.0%	Common	071813109
VLO	Valero Energy	3,916,872	$136M	0.8%	$24.01	0.0%	Common	91913Y100
AGCO	AGCO	2,646,139	$133M	0.8%	$41.52	0.0%	Common	001084102
GIS	General Mills	2,682,885	$130M	0.8%	$31.98	0.0%	Common	370334104
DGX	Quest Diagnostics	2,135,439	$129M	0.8%	$46.22	0.0%	Common	74834L100
C	Citigroup	2,691,511	$129M	0.8%	$35.76	0.0%	Common	172967424
CMI	Cummins	1,133,475	$123M	0.8%	$81.53	0.0%	Common	231021106
T	AT&T	3,295,767	$117M	0.7%	$11.40	0.0%	Common	00206R102
AMGN	Amgen	1,108,106	$109M	0.7%	$73.34	0.0%	Common	031162100
GLW	Corning	7,364,179	$105M	0.6%	$10.49	0.0%	Common	219350105
TGT	Target	1,510,341	$104M	0.6%	$47.95	0.0%	Common	87612E106
INTC	Intel	4,254,696	$103M	0.6%	$17.18	0.0%	Common	458140100
—	Aetna	1,525,255	$96.92M	0.6%	$63.54	—	Common	00817Y108
—	Discover Financial Services	2,022,568	$96.36M	0.6%	$47.64	—	Common	254709108
—	Coach	1,682,981	$96.08M	0.6%	$57.09	—	Common	189754104
—	Apache	1,121,795	$94.04M	0.6%	$83.83	—	Common	037411105
CVS	CVS Caremark	1,638,571	$93.69M	0.6%	$41.44	0.0%	Common	126650100
AZO	AutoZone	219,033	$92.8M	0.6%	$407.86	0.0%	Common	053332102
BEN	Franklin Resources	668,540	$90.94M	0.6%	$30.23	0.0%	Common	354613101
FISV	Fiserv	1,013,936	$88.63M	0.5%	$21.93	0.0%	Common	337738108
FITB	Fifth Third Bancorp	4,888,073	$88.23M	0.5%	$11.47	0.0%	Common	316773100
COP	ConocoPhillips	1,413,051	$85.49M	0.5%	$39.96	0.0%	Common	20825C104
GPN	Global Payments	1,787,385	$82.79M	0.5%	$22.14	0.0%	Common	37940X102
—	Torchmark	1,265,102	$82.41M	0.5%	$65.14	—	Common	891027104
—	Bed Bath & Beyond	1,132,181	$80.27M	0.5%	$70.90	—	Common	075896100
—	Energizer Holdings	755,710	$75.96M	0.5%	$100.51	—	Common	29266R108
ABT	Abbott Laboratories	2,130,295	$74.31M	0.5%	$28.85	0.0%	Common	002824100
—	Time Warner Cable	649,394	$73.04M	0.5%	$112.48	—	Common	88732J207
—	St Jude Medical	1,583,197	$72.24M	0.4%	$45.63	—	Common	790849103
MD	MEDNAX	784,172	$71.81M	0.4%	$44.76	0.0%	Common	58502B106
—	CA	2,505,608	$71.71M	0.4%	$28.62	—	Common	12673P105
MET	MetLife	1,556,493	$71.22M	0.4%	$24.43	0.0%	Common	59156R108
NEE	NextEra Energy	864,364	$70.43M	0.4%	$14.15	0.0%	Common	65339F101
QCOM	QUALCOMM	1,146,224	$70.01M	0.4%	$45.06	0.0%	Common	747525103
GILD	Gilead Sciences	1,358,168	$69.55M	0.4%	$36.21	0.0%	Common	375558103
BALL	Ball	1,601,935	$66.54M	0.4%	$19.77	0.0%	Common	058498106
MRK	Merck	1,411,195	$65.55M	0.4%	$30.02	0.0%	Common	58933Y105
—	Varian Medical Systems	942,642	$63.58M	0.4%	$67.45	—	Common	92220P105
—	Kellogg	979,816	$62.93M	0.4%	$38.95	0.0%	Common	487836108
RF	Regions Financial	6,600,635	$62.9M	0.4%	$5.80	0.0%	Common	7591EP100
MMM	3M	552,455	$60.41M	0.4%	$61.26	0.0%	Common	88579Y101
KR	Kroger	1,734,157	$59.9M	0.4%	$13.44	0.0%	Common	501044101
ABBV	AbbVie	1,432,215	$59.21M	0.4%	$26.55	0.0%	Common	00287Y109
—	Check Point Software Technologies	1,185,173	$58.88M	0.4%	$49.68	—	Common	001082411
OXY	Occidental Petroleum	653,626	$58.32M	0.4%	$57.83	0.0%	Common	674599105
AXP	American Express	775,085	$57.95M	0.4%	$59.62	0.0%	Common	025816109
DRI	Darden Restaurants	1,125,732	$56.83M	0.4%	$31.32	0.0%	Common	237194105
—	Marathon Oil	1,481,613	$51.23M	0.3%	$34.58	—	Common	565849106
MPC	Marathon Petroleum	720,003	$51.16M	0.3%	$27.55	0.0%	Common	56585A102
PNC	PNC Financial Services Group	700,971	$51.12M	0.3%	$47.34	0.0%	Common	693475105
—	Rockwell Collins	803,943	$50.98M	0.3%	$63.41	—	Common	774341101
—	Eaton Corp	753,401	$49.58M	0.3%	$65.81	—	Common	00B8KQN82
LLY	Eli Lilly	998,568	$49.05M	0.3%	$42.21	0.0%	Common	532457108
PRU	Prudential Financial	658,329	$48.08M	0.3%	$38.68	0.0%	Common	744320102
ALL	Allstate	933,578	$44.92M	0.3%	$37.12	0.0%	Common	020002101
PBR/A	Petroleo Brasileiro ADR	2,961,634	$43.42M	0.3%	$14.66	—	ADR	71654V101
—	Energen	826,860	$43.21M	0.3%	$52.26	—	Common	29265N108
—	EMC	1,733,957	$40.96M	0.3%	$23.62	—	Common	268648102
—	DIRECTV	656,015	$40.42M	0.3%	$61.62	—	Common	25490A309
—	Cigna	540,631	$39.19M	0.2%	$72.49	—	Common	125509109
—	Nabors Industries	2,533,323	$38.78M	0.2%	$15.31	—	Common	G6359F103
—	United Technologies	402,413	$37.4M	0.2%	$92.94	—	Common	913017109
ATO	Atmos Energy	899,357	$36.93M	0.2%	$31.05	0.0%	Common	049560105
AXS	Axis Capital Holdings	789,942	$36.16M	0.2%	$31.36	0.0%	Common	G0692U109
HD	Home Depot	460,814	$35.7M	0.2%	$56.05	0.0%	Common	437076102
—	Covidien	540,086	$33.94M	0.2%	$62.84	—	Common	00B68SQD2
—	Lorillard	776,719	$33.93M	0.2%	$43.68	—	Common	544147101
—	Citrix Systems	548,680	$33.1M	0.2%	$60.33	—	Common	177376100
—	Vale ADR	2,664,023	$32.4M	0.2%	$12.16	—	ADR	91912E204
ITUB	Itau Unibanco Holding ADR	2,454,084	$31.71M	0.2%	$12.92	—	ADR	465562106
—	Symantec	1,409,637	$31.68M	0.2%	$22.47	—	Common	871503108
COF	Capital One Financial	495,609	$31.13M	0.2%	$47.00	0.0%	Common	14040H105
—	General Electric	1,340,196	$31.08M	0.2%	$23.19	—	Common	369604103
DE	Deere	378,376	$30.74M	0.2%	$68.04	0.0%	Common	244199105
—	New Oriental Education & Technology ADR	1,378,336	$30.53M	0.2%	$22.15	—	ADR	647581107
—	Tesoro	568,901	$29.77M	0.2%	$52.32	—	Common	881609101
—	Cia de Bebidas das Americas ADR	768,431	$28.7M	0.2%	$37.35	—	ADR	20441W203
UNP	Union Pacific	179,229	$27.65M	0.2%	$57.06	0.0%	Common	907818108
OII	Oceaneering International	381,180	$27.52M	0.2%	$69.83	0.0%	Common	675232102
—	SK Telecom ADR	1,350,262	$27.45M	0.2%	$20.33	—	ADR	78440P108
—	America Movil ADR	1,239,552	$26.96M	0.2%	$21.75	—	ADR	02364W105
—	Maxim Integrated Products	964,424	$26.79M	0.2%	$27.78	—	Common	57772K101
—	Dun & Bradstreet	273,368	$26.64M	0.2%	$97.45	—	Common	26483E100
AMAT	Applied Materials	1,783,231	$26.59M	0.2%	$12.22	0.0%	Common	038222105
KO	Coca-Cola	656,698	$26.34M	0.2%	$27.85	0.0%	Common	191216100
HON	Honeywell International	326,005	$25.86M	0.2%	$53.13	0.0%	Common	438516106
—	Allergan	306,513	$25.82M	0.2%	$84.24	—	Common	018490102
PSX	Phillips 66	437,254	$25.76M	0.2%	$40.44	0.0%	Common	718546104
VALE	Vale ADR	1,958,242	$25.75M	0.2%	$13.15	—	ADR	91912E105
—	Omnicare	538,779	$25.7M	0.2%	$47.71	—	Common	681904108
SLB	Schlumberger	353,311	$25.32M	0.2%	$52.90	0.0%	Common	806857108
KMB	Kimberly-Clark	256,243	$24.89M	0.2%	$63.06	0.0%	Common	494368103
—	Foot Locker	704,786	$24.76M	0.2%	$35.13	—	Common	344849104
—	Tupperware Brands	311,814	$24.23M	0.2%	$77.69	—	Common	899896104
OMC	Omnicom Group	384,908	$24.2M	0.2%	$40.69	0.0%	Common	681919106
IFF	International Flavors & Fragrances	317,314	$23.85M	0.1%	$58.18	0.0%	Common	459506101
—	Anixter International	307,521	$23.31M	0.1%	$75.81	—	Common	035290105
—	Mobile Telesystems ADR	1,216,096	$23.03M	0.1%	$18.94	—	ADR	607409109
UNM	Unum	781,042	$22.94M	0.1%	$27.85	0.0%	Common	91529Y106
—	Smithfield Foods	695,490	$22.78M	0.1%	$32.75	—	Common	832248108
—	EI du Pont de Nemours	429,597	$22.55M	0.1%	$52.50	—	Common	263534109
—	Superior Energy Services	851,081	$22.08M	0.1%	$25.94	—	Common	868157108
CL	Colgate-Palmolive	378,289	$21.67M	0.1%	$44.38	0.0%	Common	194162103
—	Dow Chemical	672,482	$21.63M	0.1%	$32.17	—	Common	260543103
—	Actavis	168,398	$21.25M	0.1%	$126.22	—	Common	00507K103
SLM	SLM	923,466	$21.11M	0.1%	$7.81	0.0%	Common	78442P106
BBD	Banco Bradesco ADR	1,601,742	$20.84M	0.1%	$13.01	—	ADR	059460303
DOV	Dover	256,704	$19.94M	0.1%	$39.99	0.0%	Common	260003108
AIG	American International Group	438,397	$19.6M	0.1%	$32.51	0.0%	Common	026874784
—	Lukoil ADR	338,580	$19.52M	0.1%	$57.65	—	ADR	677862104
HAL	Halliburton	461,254	$19.24M	0.1%	$33.21	0.0%	Common	406216101
EOG	EOG Resources	145,030	$19.1M	0.1%	$46.52	0.0%	Common	26875P101
DG	Dollar General	374,239	$18.87M	0.1%	$45.09	0.0%	Common	256677105
ALK	Alaska Air Group	362,070	$18.83M	0.1%	$26.50	0.0%	Common	011659109
—	Marvell Technology Group	1,606,696	$18.81M	0.1%	$11.71	—	Common	G5876H105
FMX	Fomento Economico Mexicano ADR	181,611	$18.74M	0.1%	$103.19	—	ADR	344419106
VZ	Verizon Communications	367,969	$18.52M	0.1%	$27.04	0.0%	Common	92343V104
—	Harris Teeter Supermarkets	385,777	$18.08M	0.1%	$46.86	—	Common	414585109
INFY	Infosys ADR	420,028	$17.3M	0.1%	$41.19	—	ADR	456788108
—	Qihoo 360 Technology ADR	367,358	$16.96M	0.1%	$46.17	—	ADR	74734M109
—	Valeant Pharmaceuticals International	194,375	$16.73M	0.1%	$86.08	—	Common	91911K102
CF	CF Industries Holdings	94,211	$16.16M	0.1%	$26.73	0.0%	Common	125269100
—	Cardinal Financial	1,103,531	$16.16M	0.1%	$14.64	—	Common	14149F109
—	SPX	223,788	$16.11M	0.1%	$71.98	—	Common	784635104
—	Northeast Utilities	382,246	$16.06M	0.1%	$42.02	—	Common	664397106
MATW	Matthews International	423,512	$15.97M	0.1%	$27.75	0.0%	Common	577128101
HAE	Haemonetics	384,508	$15.9M	0.1%	$40.49	0.0%	Common	405024100
—	Atwood Oceanics	305,409	$15.9M	0.1%	$52.05	—	Common	050095108
—	Alere	647,569	$15.87M	0.1%	$24.50	—	Common	01449J105
UHS	Universal Health Services	235,650	$15.78M	0.1%	$62.83	0.0%	Common	913903100
TSM	Taiwan Semiconductor Manufacturing ADR	846,933	$15.52M	0.1%	$18.32	—	ADR	874039100
AMP	Ameriprise Financial	189,490	$15.33M	0.1%	$59.57	0.0%	Common	03076C106
—	AGL Resources	347,292	$14.88M	0.1%	$42.86	—	Common	001204106
—	Cosan	900,259	$14.55M	0.1%	$16.16	—	Common	G25343107
V	Visa	79,579	$14.54M	0.1%	$40.02	0.0%	Common	92826C839
DPZ	Domino's Pizza	247,225	$14.38M	0.1%	$48.45	0.0%	Common	25754A201
BAP	Credicorp	112,309	$14.37M	0.1%	$104.41	0.0%	Common	G2519Y108
MKC	McCormick & Co	204,217	$14.37M	0.1%	$28.19	0.0%	Common	579780206
MCK	McKesson	124,969	$14.31M	0.1%	$101.46	0.0%	Common	58155Q103
—	Quantum	10,142,136	$13.89M	0.1%	$1.37	—	Common	747906204
BRK/B	Berkshire Hathaway	123,598	$13.83M	0.1%	$110.02	0.0%	Common	084670702
—	CenturyLink	387,057	$13.68M	0.1%	$35.35	—	Common	156700106
—	CST Brands	437,455	$13.48M	0.1%	$30.81	—	Common	12646R105
—	Mentor Graphics	672,641	$13.15M	0.1%	$19.55	—	Common	587200106
AMZN	Amazon.com	46,719	$12.97M	0.1%	$13.32	0.0%	Common	023135106
—	Dr Pepper Snapple Group	282,231	$12.96M	0.1%	$45.93	—	Common	26138E109
—	Hess	193,531	$12.87M	0.1%	$66.49	—	Common	42809H107
IBN	ICICI Bank ADR	313,270	$11.98M	0.1%	$38.25	—	ADR	45104G104
RSG	Republic Services	346,636	$11.77M	0.1%	$26.37	0.0%	Common	760759100
UGI	UGI	299,347	$11.71M	0.1%	$26.32	0.0%	Common	902681105
—	Surgutneftegas ADR	1,488,179	$11.67M	0.1%	$7.84	—	ADR	868861204
HRL	Hormel Foods	297,881	$11.49M	0.1%	$15.25	0.0%	Common	440452100
—	Celgene	97,820	$11.44M	0.1%	$116.91	—	Common	151020104
GLNG	Golar LNG	351,600	$11.21M	0.1%	$26.01	0.0%	Common	G9456A100
—	Willis Group Holdings	273,250	$11.14M	0.1%	$40.78	—	Common	00B4XGY11
RGA	Reinsurance Group of America	159,904	$11.05M	0.1%	$63.27	0.0%	Common	759351604
—	Noble	292,774	$11M	0.1%	$37.58	—	Common	003334731
EZPW	Ezcorp	645,984	$10.9M	0.1%	$18.73	0.0%	Common	302301106
—	Waste Connections	264,728	$10.89M	0.1%	$41.14	—	Common	941053100
—	VimpelCom ADR	1,076,302	$10.83M	0.1%	$10.06	—	ADR	92719A106
BAC	Bank of America	837,046	$10.76M	0.1%	$10.03	0.0%	Common	060505104
RPM	RPM International	336,653	$10.75M	0.1%	$32.11	0.0%	Common	749685103
MO	Altria Group	306,880	$10.74M	0.1%	$16.28	0.0%	Common	02209S103
—	Alexion Pharmaceuticals	115,994	$10.7M	0.1%	$92.24	—	Common	015351109
DVN	Devon Energy	205,606	$10.67M	0.1%	$37.00	0.0%	Common	25179M103
WWW	Wolverine World Wide	191,952	$10.48M	0.1%	$20.15	0.0%	Common	978097103
—	Mead Johnson Nutrition	131,136	$10.39M	0.1%	$79.23	—	Common	582839106
—	Lufkin Industries	116,444	$10.3M	0.1%	$88.47	—	Common	549764108
—	Warner Chilcott	515,075	$10.24M	0.1%	$19.88	—	Common	00B446CM7
SQM	Sociedad Quimica y Minera de Chile ADR	253,357	$10.24M	0.1%	$40.40	—	ADR	833635105
GM	General Motors	300,077	$9.996M	0.1%	$23.62	0.0%	Common	37045V100
—	Accenture	137,854	$9.92M	0.1%	$71.96	—	Common	00B4BNMY3
—	Yahoo!	385,971	$9.692M	0.1%	$25.11	—	Common	984332106
—	Cia Brasileira de Distribuicao Grupo Pao de Acucar	209,235	$9.512M	0.1%	$45.46	—	Common	20440T201
—	Time Warner	163,279	$9.441M	0.1%	$57.82	—	Common	887317303
CAT	Caterpillar	114,075	$9.41M	0.1%	$61.55	0.0%	Common	149123101
CIG	Cia Energetica de Minas Gerais ADR	1,041,126	$9.339M	0.1%	$8.97	—	ADR	204409601
—	DeVry	301,000	$9.337M	0.1%	$31.02	—	Common	251893103
EMN	Eastman Chemical	132,741	$9.293M	0.1%	$47.81	0.0%	Common	277432100
—	Sonic	637,723	$9.285M	0.1%	$14.56	—	Common	835451105
—	China Mobile ADR	177,955	$9.213M	0.1%	$51.77	—	ADR	16941M109
IP	International Paper	206,549	$9.152M	0.1%	$25.91	0.0%	Common	460146103
—	Integrys Energy Group	155,868	$9.123M	0.1%	$58.53	—	Common	45822P105
EL	Estee Lauder Cos	138,263	$9.094M	0.1%	$58.22	0.0%	Common	518439104
RJF	Raymond James Financial	209,425	$9.001M	0.1%	$24.09	0.0%	Common	754730109
COR	AmerisourceBergen	155,618	$8.688M	0.1%	$38.92	0.0%	Common	03073E105
—	Millicom International Cellular	119,818	$8.668M	0.1%	$72.34	—	Common	003870570
EBAY	eBay	167,367	$8.656M	0.1%	$20.18	0.0%	Common	278642103
—	Kraft Foods Group	152,294	$8.509M	0.1%	$55.87	—	Common	50076Q106
—	Sberbank of Russia ADR	740,217	$8.498M	0.1%	$11.48	—	ADR	80585Y308
TMO	Thermo Fisher Scientific	96,722	$8.186M	0.1%	$79.76	0.0%	Common	883556102
ISRG	Intuitive Surgical	16,107	$8.159M	0.1%	$55.09	0.0%	Common	46120E602
SBS	Cia de Saneamento Basico do Estado de Sao Paulo AD	770,217	$8.018M	0.0%	$10.41	—	Common	20441A102
—	ANSYS	108,947	$7.964M	0.0%	$73.10	—	Common	03662Q105
DIS	Walt Disney	125,925	$7.952M	0.0%	$56.11	0.0%	Common	254687106
—	SAIC	570,771	$7.951M	0.0%	$13.93	—	Common	78390X101
—	Swift Energy	658,675	$7.898M	0.0%	$11.99	—	Common	870738101
SXT	Sensient Technologies	194,310	$7.864M	0.0%	$39.63	0.0%	Common	81725T100
AAP	Advance Auto Parts	96,718	$7.851M	0.0%	$72.11	0.0%	Common	00751Y106
—	UTi Worldwide	475,670	$7.834M	0.0%	$16.47	—	Common	G87210103
NFG	National Fuel Gas	134,400	$7.788M	0.0%	$60.82	0.0%	Common	636180101
—	Ultra Petroleum	389,859	$7.727M	0.0%	$19.82	—	Common	903914109
—	Ctrip.com International ADR	232,557	$7.588M	0.0%	$32.63	—	ADR	22943F100
TJX	TJX Cos	149,370	$7.477M	0.0%	$20.82	0.0%	Common	872540109
—	Life Time Fitness	148,256	$7.429M	0.0%	$50.11	—	Common	53217R207
CAG	ConAgra Foods	211,562	$7.39M	0.0%	$17.69	0.0%	Common	205887102
ECL	Ecolab	86,565	$7.374M	0.0%	$73.48	0.0%	Common	278865100
GIL	Gildan Activewear	182,000	$7.373M	0.0%	$16.97	0.0%	Common	375916103
SON	Sonoco Products	209,290	$7.235M	0.0%	$22.97	0.0%	Common	835495102
BMY	Bristol-Myers Squibb	161,561	$7.22M	0.0%	$28.67	0.0%	Common	110122108
CTSH	Cognizant Technology Solutions	115,256	$7.216M	0.0%	$29.46	0.0%	Common	192446102
—	Cerner	74,989	$7.206M	0.0%	$96.09	—	Common	156782104
CMCSA	Comcast	170,861	$7.156M	0.0%	$15.62	0.0%	Common	20030N101
USB	US Bancorp/MN	196,663	$7.109M	0.0%	$22.41	0.0%	Common	902973304
ZTS	Zoetis	228,671	$7.064M	0.0%	$29.32	0.0%	Common	98978V103
TLK	Telekomunikasi Indonesia Persero ADR	165,042	$7.054M	0.0%	$42.74	—	ADR	715684106
—	SCANA	142,373	$6.991M	0.0%	$49.10	—	Common	80589M102
ADM	Archer-Daniels-Midland	204,135	$6.922M	0.0%	$23.37	0.0%	Common	039483102
ATR	Aptargroup	122,619	$6.77M	0.0%	$46.93	0.0%	Common	038336103
—	priceline.com	8,155	$6.745M	0.0%	$827.10	—	Common	741503403
DAR	Darling International	345,400	$6.445M	0.0%	$18.50	0.0%	Common	237266101
—	StanCorp Financial Group	130,207	$6.434M	0.0%	$49.41	—	Common	852891100
MAT	Mattel	141,673	$6.419M	0.0%	$44.76	0.0%	Common	577081102
MDLZ	Mondelez International	222,580	$6.35M	0.0%	$23.16	0.0%	Common	609207105
—	Spectra Energy	184,035	$6.342M	0.0%	$34.46	—	Common	847560109
—	Viacom	90,443	$6.155M	0.0%	$68.05	—	Common	92553P201
—	Enersis ADR	372,448	$6.093M	0.0%	$16.36	—	ADR	29274F104
MCS	Marcus	475,633	$6.05M	0.0%	$12.79	0.0%	Common	566330106
TROW	T Rowe Price Group	81,757	$5.981M	0.0%	$47.69	0.0%	Common	74144T108
—	Hollysys Automation Technologies	481,400	$5.974M	0.0%	$12.41	—	Common	G45667105
—	CoreLogic	256,000	$5.932M	0.0%	$23.17	—	Common	21871D103
—	Global Cash Access Holdings	943,055	$5.904M	0.0%	$6.26	—	Common	378967103
SBUX	Starbucks	87,602	$5.737M	0.0%	$24.37	0.0%	Common	855244109
—	Air Transport Services Group	865,589	$5.722M	0.0%	$6.61	—	Common	00922R105
—	BlackRock	22,174	$5.695M	0.0%	$256.83	—	Common	09247X101
A	Agilent Technologies	131,893	$5.64M	0.0%	$27.97	0.0%	Common	00846U101
TXN	Texas Instruments	161,465	$5.63M	0.0%	$25.31	0.0%	Common	882508104
UPS	United Parcel Service	64,429	$5.572M	0.0%	$55.38	0.0%	Common	911312106
F	Ford Motor	354,696	$5.487M	0.0%	$7.61	0.0%	Common	345370860
TRV	Travelers Cos	68,522	$5.476M	0.0%	$63.44	0.0%	Common	89417E109
—	URS	115,052	$5.433M	0.0%	$47.22	—	Common	903236107
—	Baker Hughes	117,241	$5.408M	0.0%	$46.13	—	Common	057224107
OPY	Oppenheimer Holdings	283,374	$5.395M	0.0%	$18.77	0.0%	Common	683797104
ADP	Automatic Data Processing	76,503	$5.268M	0.0%	$45.09	0.0%	Common	053015103
—	National Financial Partners	207,983	$5.264M	0.0%	$25.31	—	Common	63607P208
—	China Petroleum & Chemical ADR	57,379	$5.25M	0.0%	$91.50	—	ADR	16941R108
RMD	ResMed	115,000	$5.19M	0.0%	$40.00	0.0%	Common	761152107
—	Onyx Pharmaceuticals	59,402	$5.157M	0.0%	$86.82	—	Common	683399109
—	Bemis	130,966	$5.126M	0.0%	$39.14	—	Common	081437105
FDX	FedEx	51,868	$5.113M	0.0%	$81.95	0.0%	Common	31428X106
MLCO	Melco Crown Entertainment ADR	223,110	$4.989M	0.0%	$22.36	—	ADR	585464100
DHR	Danaher	78,309	$4.957M	0.0%	$25.01	0.0%	Common	235851102
MA	Mastercard	8,621	$4.953M	0.0%	$51.54	0.0%	Common	57636Q104
GAP	Gap	116,819	$4.875M	0.0%	$26.00	0.0%	Common	364760108
META	Facebook	195,839	$4.869M	0.0%	$25.44	0.0%	Common	30303M102
—	Telefonica Brasil ADR	211,089	$4.817M	0.0%	$22.82	—	ADR	87936R106
BMRN	BioMarin Pharmaceutical	86,297	$4.815M	0.0%	$62.32	0.0%	Common	09061G101
—	Anadarko Petroleum	55,706	$4.787M	0.0%	$85.93	—	Common	032511107
—	Juniper Networks	244,395	$4.719M	0.0%	$19.31	—	Common	48203R104
—	News	144,224	$4.702M	0.0%	$32.60	—	Common	65248E104
—	BRF ADR	212,925	$4.623M	0.0%	$21.71	—	ADR	10552T107
HOG	Harley-Davidson	83,391	$4.571M	0.0%	$54.04	0.0%	Common	412822108
—	Avid Technology	775,479	$4.56M	0.0%	$5.88	—	Common	05367P100
FHI	Federated Investors	166,300	$4.558M	0.0%	$14.54	0.0%	Common	314211103
—	Walgreen	102,500	$4.531M	0.0%	$44.20	—	Common	931422109
CAH	Cardinal Health	95,158	$4.491M	0.0%	$32.61	0.0%	Common	14149Y108
—	Monsanto	44,510	$4.398M	0.0%	$98.81	—	Common	61166W101
—	Dresser-Rand Group	72,923	$4.374M	0.0%	$59.98	—	Common	261608103
NVRI	Harsco	187,281	$4.343M	0.0%	$22.78	0.0%	Common	415864107
ED	Consolidated Edison	73,800	$4.303M	0.0%	$37.50	0.0%	Common	209115104
NEM	Newmont Mining	143,114	$4.286M	0.0%	$25.34	0.0%	Common	651639106
—	WuXi PharmaTech Cayman ADR	202,720	$4.257M	0.0%	$21.00	—	ADR	929352102
COST	Costco Wholesale	37,944	$4.195M	0.0%	$86.56	0.0%	Common	22160K105
—	Seagate Technology	90,539	$4.059M	0.0%	$44.83	—	Common	00B58JVZ5
—	Hertz Global Holdings	162,017	$4.018M	0.0%	$24.80	—	Common	42805T105
—	Progressive Waste Solutions	186,000	$4.001M	0.0%	$21.51	—	Common	74339G101
—	Chubb	46,992	$3.978M	0.0%	$84.65	—	Common	171232101
—	State Bank Financial	264,100	$3.969M	0.0%	$15.03	—	Common	856190103
NKE	NIKE	62,161	$3.958M	0.0%	$26.53	0.0%	Common	654106103
—	Express Scripts Holding	63,763	$3.934M	0.0%	$61.70	—	Common	30219G108
BIIB	Biogen Idec	17,942	$3.861M	0.0%	$213.68	0.0%	Common	09062X103
EIX	Edison International	79,771	$3.842M	0.0%	$30.71	0.0%	Common	281020107
—	Tyco International	116,431	$3.836M	0.0%	$32.95	—	Common	010038348
—	Ascena Retail Group	218,000	$3.804M	0.0%	$17.45	—	Common	04351G101
—	Transocean	79,191	$3.797M	0.0%	$47.95	—	Common	004826551
FCX	Freeport-McMoRan Copper & Gold	136,385	$3.766M	0.0%	$24.45	0.0%	Common	35671D857
TWI	Titan International	222,000	$3.745M	0.0%	$20.56	0.0%	Common	88830M102
INCY	Incyte	169,000	$3.718M	0.0%	$21.85	0.0%	Common	45337C102
—	Precision Castparts	16,213	$3.664M	0.0%	$225.99	—	Common	740189105
—	Jazz Pharmaceuticals	53,000	$3.643M	0.0%	$68.74	—	Common	00B4Q5ZN4
LOW	Lowe's Cos	88,365	$3.614M	0.0%	$32.16	0.0%	Common	548661107
—	Pacific Drilling	368,750	$3.606M	0.0%	$9.78	—	Common	061169563
DUK	Duke Energy	52,540	$3.546M	0.0%	$41.83	0.0%	Common	26441C204
SO	Southern	79,964	$3.529M	0.0%	$26.74	0.0%	Common	842587107
—	LinkedIn	19,704	$3.513M	0.0%	$178.29	—	Common	53578A108
EMR	Emerson Electric	64,219	$3.503M	0.0%	$40.02	0.0%	Common	291011104
ITW	Illinois Tool Works	50,404	$3.486M	0.0%	$49.85	0.0%	Common	452308109
ROP	Roper Industries	27,772	$3.45M	0.0%	$113.55	0.0%	Common	776696106
—	Salix Pharmaceuticals	52,000	$3.44M	0.0%	$66.15	—	Common	795435106
—	Capital Senior Living	143,875	$3.439M	0.0%	$23.90	—	Common	140475104
ADBE	Adobe Systems	73,228	$3.336M	0.0%	$44.30	0.0%	Common	00724F101
BA	Boeing	32,508	$3.33M	0.0%	$80.37	0.0%	Common	097023105
LNT	Alliant Energy	65,068	$3.281M	0.0%	$16.89	0.0%	Common	018802108
—	Praxair	28,437	$3.275M	0.0%	$115.17	—	Common	74005P104
NTES	NetEase ADR	51,117	$3.229M	0.0%	$63.17	—	ADR	64110W102
ETR	Entergy	46,289	$3.225M	0.0%	$20.57	0.0%	Common	29364G103
—	Yandex	115,000	$3.18M	0.0%	$27.65	—	Common	000980552
—	CTC Media	272,600	$3.03M	0.0%	$11.12	—	Common	12642X106
PNW	Pinnacle West Capital	54,322	$3.013M	0.0%	$35.40	0.0%	Common	723484101
PPG	PPG Industries	20,577	$3.013M	0.0%	$59.61	0.0%	Common	693506107
MS	Morgan Stanley	122,716	$2.998M	0.0%	$17.33	0.0%	Common	617446448
PKX	POSCO ADR	45,842	$2.983M	0.0%	$65.07	—	ADR	693483109
RRC	Range Resources	38,371	$2.967M	0.0%	$76.33	0.0%	Common	75281A109
—	Hillshire Brands	89,149	$2.949M	0.0%	$33.08	—	Common	432589109
ASR	Grupo Aeroportuario del Sureste ADR	26,219	$2.917M	0.0%	$111.26	—	ADR	40051E202
APD	Air Products & Chemicals	31,670	$2.9M	0.0%	$61.55	0.0%	Common	009158106
VYX	NCR	87,370	$2.882M	0.0%	$18.55	0.0%	Common	62886E108
TDC	Teradata	56,832	$2.855M	0.0%	$53.87	0.0%	Common	88076W103
—	PetSmart	42,551	$2.85M	0.0%	$66.98	—	Common	716768106
—	CBS	58,288	$2.849M	0.0%	$48.88	—	Common	124857202
STZ	Constellation Brands	54,568	$2.844M	0.0%	$43.15	0.0%	Common	21036P108
—	Crown Castle International	39,271	$2.843M	0.0%	$72.39	—	Common	228227104
—	ACE	31,764	$2.842M	0.0%	$89.47	—	Common	004432874
—	Cubist Pharmaceuticals	58,605	$2.831M	0.0%	$48.31	—	Common	229678107
D	Dominion Resources	49,432	$2.809M	0.0%	$34.53	0.0%	Common	25746U109
—	Golar LNG Partners LP	82,384	$2.809M	0.0%	$34.10	—	Common	Y2745C102
—	Staples	175,798	$2.788M	0.0%	$15.86	—	Common	855030102
—	National Oilwell Varco	40,214	$2.771M	0.0%	$68.91	—	Common	637071101
BDX	Becton Dickinson and	27,902	$2.758M	0.0%	$78.11	0.0%	Common	075887109
—	Broadcom	81,275	$2.744M	0.0%	$33.76	—	Common	111320107
EBF	Ennis	157,092	$2.716M	0.0%	$7.32	0.0%	Common	293389102
YUM	Yum! Brands	39,053	$2.708M	0.0%	$38.97	0.0%	Common	988498101
—	Amsurg	77,020	$2.703M	0.0%	$35.09	—	Common	03232P405
XEL	Xcel Energy	94,717	$2.684M	0.0%	$19.78	0.0%	Common	98389B100
—	ALLETE	53,720	$2.678M	0.0%	$49.85	—	Common	018522300
—	Mechel ADR	927,537	$2.671M	0.0%	$2.88	—	ADR	583840103
—	Life Technologies	35,697	$2.642M	0.0%	$74.01	—	Common	53217V109
WDC	Western Digital	42,037	$2.61M	0.0%	$35.69	0.0%	Common	958102105
—	NXP Semiconductor	84,200	$2.609M	0.0%	$30.99	—	Common	000953878
DY	Dycom Industries	112,535	$2.604M	0.0%	$20.70	0.0%	Common	267475101
SCHW	Charles Schwab	122,409	$2.599M	0.0%	$15.92	0.0%	Common	808513105
PBR	Petroleo Brasileiro ADR	188,921	$2.533M	0.0%	$13.41	—	ADR	71654V408
—	American Equity Investment Life Holding	161,040	$2.528M	0.0%	$15.70	—	Common	025676206
OFG	OFG Bancorp	138,975	$2.517M	0.0%	$16.55	0.0%	Common	67103X102
SSL	Sasol ADR	57,720	$2.5M	0.0%	$43.31	—	ADR	803866300
STT	State Street	38,272	$2.496M	0.0%	$44.60	0.0%	Common	857477103
BK	Bank of New York Mellon	88,644	$2.486M	0.0%	$21.22	0.0%	Common	064058100
—	Tim Participacoes ADR	132,805	$2.47M	0.0%	$18.60	—	ADR	88706P205
—	Aon	38,160	$2.456M	0.0%	$64.36	—	Common	00B5BT0K0
DKS	Dick's Sporting Goods	49,037	$2.455M	0.0%	$36.98	0.0%	Common	253393102
—	BB&T	72,427	$2.454M	0.0%	$33.88	—	Common	054937107
MRSH	Marsh & McLennan Cos	61,310	$2.447M	0.0%	$31.19	0.0%	Common	571748102
—	Aspen Technology	84,747	$2.44M	0.0%	$28.79	—	Common	045327103
—	Johnson Controls	67,586	$2.419M	0.0%	$35.79	—	Common	478366107
—	MeadWestvaco	70,874	$2.418M	0.0%	$34.12	—	Common	583334107
—	PrivateBancorp	112,593	$2.388M	0.0%	$21.21	—	Common	742962103
—	Chesapeake Energy	116,606	$2.376M	0.0%	$20.38	—	Common	165167107
—	On Assignment	88,528	$2.365M	0.0%	$26.71	—	Common	682159108
APEI	American Public Education	63,546	$2.361M	0.0%	$36.06	0.0%	Common	02913V103
—	Bancolombia ADR	41,742	$2.358M	0.0%	$56.49	—	ADR	05968L102
GWW	WW Grainger	9,344	$2.356M	0.0%	$201.89	0.0%	Common	384802104
EMBJ	Embraer ADR	63,792	$2.353M	0.0%	$36.89	—	ADR	29082A107
HAS	Hasbro	51,883	$2.326M	0.0%	$30.22	0.0%	Common	418056107
—	LyondellBasell Industries	35,088	$2.325M	0.0%	$66.26	—	Common	000943499
SYY	Sysco	67,998	$2.323M	0.0%	$24.40	0.0%	Common	871829107
NSC	Norfolk Southern	31,846	$2.314M	0.0%	$57.67	0.0%	Common	655844108
SCCO	Southern Copper	83,645	$2.31M	0.0%	$20.45	0.0%	Common	84265V105
AEP	American Electric Power	51,230	$2.294M	0.0%	$30.44	0.0%	Common	025537101
CHE	Chemed	31,611	$2.29M	0.0%	$68.92	0.0%	Common	16359R103
—	Whole Foods Market	43,914	$2.261M	0.0%	$51.49	—	Common	966837106
—	Barnes Group	75,249	$2.257M	0.0%	$29.99	—	Common	067806109
AEE	Ameren	65,168	$2.244M	0.0%	$23.26	0.0%	Common	023608102
—	Dover Downs Gaming & Entertainment	1,447,562	$2.244M	0.0%	$1.55	—	Common	260095104
EEFT	Euronet Worldwide	70,350	$2.241M	0.0%	$29.94	0.0%	Common	298736109
CME	CME Group	29,237	$2.221M	0.0%	$39.16	0.0%	Common	12572Q105
DTE	DTE Energy	33,132	$2.22M	0.0%	$38.29	0.0%	Common	233331107
WMB	Williams Cos	67,924	$2.205M	0.0%	$18.03	0.0%	Common	969457100
WM	Waste Management	54,258	$2.188M	0.0%	$30.75	0.0%	Common	94106L109
KLAC	KLA-Tencor	39,264	$2.188M	0.0%	$33.95	0.0%	Common	482480100
—	Imation	516,225	$2.184M	0.0%	$4.23	—	Common	45245A107
BFH	Alliance Data Systems	12,060	$2.183M	0.0%	$118.19	0.0%	Common	018581108
—	Electronics for Imaging	76,854	$2.174M	0.0%	$28.29	—	Common	286082102
PCG	PG&E	47,388	$2.167M	0.0%	$38.88	0.0%	Common	69331C108
—	NeuStar	44,360	$2.159M	0.0%	$48.67	—	Common	64126X201
IRBTQ	iRobot	54,146	$2.153M	0.0%	$31.24	0.0%	Common	462726100
NDAQ	NASDAQ OMX Group	65,575	$2.15M	0.0%	$8.32	0.0%	Common	631103108
—	TE Connectivity	47,201	$2.15M	0.0%	$45.55	—	Common	010299318
MSI	Motorola Solutions	37,157	$2.145M	0.0%	$47.42	0.0%	Common	620076307
TRMB	Trimble Navigation	82,297	$2.141M	0.0%	$27.63	0.0%	Common	896239100
G	Genpact	110,407	$2.124M	0.0%	$17.18	0.0%	Common	G3922B107
—	Equinix	11,487	$2.122M	0.0%	$184.73	—	Common	29444U502
—	Dynegy	93,987	$2.119M	0.0%	$22.55	—	Common	26817R108
ALB	Albemarle	33,900	$2.112M	0.0%	$52.08	0.0%	Common	012653101
NBHC	National Bank Holdings	106,658	$2.101M	0.0%	$14.46	0.0%	Common	633707104
BKU	BankUnited	80,605	$2.097M	0.0%	$17.43	0.0%	Common	06652K103
IEX	IDEX	38,680	$2.081M	0.0%	$45.08	0.0%	Common	45167R104
KMI	Kinder Morgan	54,267	$2.07M	0.0%	$20.66	0.0%	Common	49456B101
—	JDS Uniphase	142,707	$2.052M	0.0%	$14.38	—	Common	46612J507
—	Noble Energy	34,046	$2.044M	0.0%	$60.04	—	Common	655044105
CSX	CSX	86,863	$2.014M	0.0%	$6.66	0.0%	Common	126408103
DHI	DR Horton	94,407	$2.009M	0.0%	$21.23	0.0%	Common	23331A109
—	Hewlett-Packard	80,829	$2.005M	0.0%	$24.81	—	Common	428236103
—	Fibria Celulose ADR	180,000	$1.996M	0.0%	$11.09	—	ADR	31573A109
BIDU	Baidu ADR	20,981	$1.985M	0.0%	$94.61	—	ADR	056752108
M	Macy's	40,910	$1.964M	0.0%	$46.44	0.0%	Common	55616P104
—	Sterling Financial Corp/WA	82,520	$1.962M	0.0%	$23.78	—	Common	859319303
—	Reynolds American	40,447	$1.956M	0.0%	$48.36	—	Common	761713106
PCAR	PACCAR	36,306	$1.948M	0.0%	$21.67	0.0%	Common	693718108
—	Dealertrack Technologies	54,945	$1.947M	0.0%	$35.44	—	Common	242309102
PEG	Public Service Enterprise Group	59,174	$1.933M	0.0%	$21.73	0.0%	Common	744573106
FAST	Fastenal	41,507	$1.903M	0.0%	$8.84	0.0%	Common	311900104
SRE	Sempra Energy	23,269	$1.902M	0.0%	$27.60	0.0%	Common	816851109
HEI/A	HEICO	51,227	$1.891M	0.0%	$14.12	0.0%	Common	422806208
EXC	Exelon	61,207	$1.89M	0.0%	$15.41	0.0%	Common	30161N101
ROST	Ross Stores	29,093	$1.886M	0.0%	$28.26	0.0%	Common	778296103
FLS	Flowserve	34,782	$1.879M	0.0%	$43.03	0.0%	Common	34354P105
MMSI	Merit Medical Systems	168,540	$1.879M	0.0%	$10.72	0.0%	Common	589889104
—	AFC Enterprises	52,129	$1.874M	0.0%	$35.95	—	Common	00104Q107
—	Jarden	41,890	$1.833M	0.0%	$43.76	—	Common	471109108
—	PAREXEL International	39,651	$1.822M	0.0%	$45.95	—	Common	699462107
—	Stericycle	16,331	$1.803M	0.0%	$110.40	—	Common	858912108
—	Rosetta Resources	42,330	$1.8M	0.0%	$42.52	—	Common	777779307
—	Tower Group International	87,472	$1.794M	0.0%	$20.51	—	Common	G8988C105
—	Motors Liquidation Co GUC Trust	58,338	$1.791M	0.0%	$30.70	—	Common	62010U101
INTU	Intuit	29,273	$1.787M	0.0%	$54.39	0.0%	Common	461202103
—	Bottomline Technologies de	69,790	$1.765M	0.0%	$25.29	—	Common	101388106
CCL	Carnival	51,360	$1.761M	0.0%	$27.66	0.0%	Common	143658300
CRM	Salesforce.com	45,611	$1.741M	0.0%	$40.78	0.0%	Common	79466L302
ROK	Rockwell Automation	20,834	$1.732M	0.0%	$67.20	0.0%	Common	773903109
—	US Concrete	105,327	$1.729M	0.0%	$16.42	—	Common	90333L201
BDC	Belden	34,635	$1.729M	0.0%	$48.78	0.0%	Common	077454106
—	SunTrust Banks	54,613	$1.724M	0.0%	$31.57	—	Common	867914103
—	Cameron International	28,043	$1.715M	0.0%	$61.16	—	Common	13342B105
—	Pioneer Natural Resources	11,841	$1.714M	0.0%	$144.75	—	Common	723787107
PH	Parker Hannifin	17,678	$1.686M	0.0%	$75.97	0.0%	Common	701094104
—	McGraw Hill Financial	31,286	$1.664M	0.0%	$53.19	—	Common	580645109
—	Starwood Hotels & Resorts Worldwide	26,217	$1.657M	0.0%	$63.20	—	Common	85590A401
—	FMC Technologies	29,394	$1.637M	0.0%	$55.69	—	Common	30249U101
CNS	Cohen & Steers	48,165	$1.637M	0.0%	$21.07	0.0%	Common	19247A100
—	Guess?	52,732	$1.636M	0.0%	$31.02	—	Common	401617105
SHG	Shinhan Financial Group ADR	50,192	$1.633M	0.0%	$32.54	—	ADR	824596100
LKQ	LKQ	63,418	$1.633M	0.0%	$21.42	0.0%	Common	501889208
—	FLIR Systems	60,305	$1.626M	0.0%	$26.96	—	Common	302445101
TAP	Molson Coors Brewing	33,805	$1.618M	0.0%	$37.25	0.0%	Common	60871R209
MUR	Murphy Oil	26,509	$1.614M	0.0%	$34.50	0.0%	Common	626717102
ADI	Analog Devices	35,812	$1.614M	0.0%	$34.29	0.0%	Common	032654105
—	Ingersoll-Rand	28,998	$1.61M	0.0%	$55.52	—	Common	00B633030
—	Sprint Nextel	229,185	$1.609M	0.0%	$7.02	—	Common	852061100
HUM	Humana	19,010	$1.604M	0.0%	$71.14	0.0%	Common	444859102
AIN	Albany International	48,400	$1.596M	0.0%	$25.90	0.0%	Common	012348108
KOF	Coca-Cola Femsa ADR	11,351	$1.592M	0.0%	$140.25	—	ADR	191241108
AME	AMETEK	37,441	$1.584M	0.0%	$38.40	0.0%	Common	031100100
—	Dell	117,691	$1.571M	0.0%	$13.35	—	Common	24702R101
AKAM	Akamai Technologies	36,873	$1.569M	0.0%	$41.83	0.0%	Common	00971T101
FE	FirstEnergy	41,836	$1.562M	0.0%	$24.57	0.0%	Common	337932107
HXL	Hexcel	45,461	$1.548M	0.0%	$32.19	0.0%	Common	428291108
HURN	Huron Consulting Group	33,462	$1.547M	0.0%	$42.58	0.0%	Common	447462102
MU	Micron Technology	107,570	$1.541M	0.0%	$10.81	0.0%	Common	595112103
—	Xerox	169,892	$1.541M	0.0%	$9.07	—	Common	984121103
MIDD	Middleby	9,036	$1.537M	0.0%	$52.53	0.0%	Common	596278101
LVS	Las Vegas Sands	28,802	$1.524M	0.0%	$38.99	0.0%	Common	517834107
—	Orbital Sciences	87,605	$1.522M	0.0%	$17.37	—	Common	685564106
ADSK	Autodesk	44,759	$1.519M	0.0%	$37.26	0.0%	Common	052769106
PAYX	Paychex	41,534	$1.517M	0.0%	$25.02	0.0%	Common	704326107
VFC	VF	7,849	$1.515M	0.0%	$42.45	0.0%	Common	918204108
CDNS	Cadence Design Systems	104,273	$1.51M	0.0%	$14.08	0.0%	Common	127387108
MOS	Mosaic	27,584	$1.484M	0.0%	$46.26	0.0%	Common	61945C103
PGR	Progressive	58,326	$1.483M	0.0%	$17.04	0.0%	Common	743315103
NUE	Nucor	34,212	$1.482M	0.0%	$32.41	0.0%	Common	670346105
CRI	Carter's	19,980	$1.48M	0.0%	$50.18	0.0%	Common	146229109
—	Ingram Micro	77,800	$1.477M	0.0%	$18.98	—	Common	457153104
HLF	Herbalife	32,455	$1.465M	0.0%	$20.94	0.0%	Common	G4412G101
—	Raytheon	22,079	$1.46M	0.0%	$66.13	—	Common	755111507
NUS	Nu Skin Enterprises	23,760	$1.452M	0.0%	$37.42	0.0%	Common	67018T105
—	Southwestern Energy	39,580	$1.446M	0.0%	$36.53	—	Common	845467109
—	Alcoa	183,363	$1.434M	0.0%	$7.82	—	Common	013817101
CTRA	Cabot Oil & Gas	20,118	$1.429M	0.0%	$24.86	0.0%	Common	127097103
—	Joy Global	29,254	$1.42M	0.0%	$48.54	—	Common	481165108
—	PetroChina ADR	12,767	$1.413M	0.0%	$110.68	—	ADR	71646E100
NTRS	Northern Trust	24,365	$1.411M	0.0%	$40.35	0.0%	Common	665859104
—	IHS	13,507	$1.41M	0.0%	$104.39	—	Common	451734107
REGN	Regeneron Pharmaceuticals	6,240	$1.403M	0.0%	$231.58	0.0%	Common	75886F107
—	Pall	21,074	$1.4M	0.0%	$66.43	—	Common	696429307
KMX	CarMax	30,337	$1.4M	0.0%	$45.40	0.0%	Common	143130102
IVZ	Invesco	43,919	$1.397M	0.0%	$18.88	0.0%	Common	G491BT108
BSX	Boston Scientific	150,464	$1.395M	0.0%	$8.48	0.0%	Common	101137107
FLWS	1-800-Flowers.com	221,853	$1.373M	0.0%	$5.81	0.0%	Common	68243Q106
BBT	Berkshire Hills Bancorp	48,835	$1.356M	0.0%	$18.22	0.0%	Common	084680107
EQT	EQT	17,047	$1.353M	0.0%	$37.67	0.0%	Common	26884L109
—	Allied World Assurance Co Holdings	14,740	$1.349M	0.0%	$91.52	—	Common	012103277
—	Forest Laboratories	32,530	$1.334M	0.0%	$41.01	—	Common	345838106
FCN	FTI Consulting	40,515	$1.333M	0.0%	$34.88	0.0%	Common	302941109
HIG	Hartford Financial Services Group	42,909	$1.327M	0.0%	$22.20	0.0%	Common	416515104
—	SanDisk	21,622	$1.321M	0.0%	$61.10	—	Common	80004C101
—	Ensco	22,606	$1.314M	0.0%	$58.13	—	Common	00B4VLR19
CLX	Clorox	15,566	$1.294M	0.0%	$60.00	0.0%	Common	189054109
BSBR	Banco Santander Brasil ADR	207,491	$1.291M	0.0%	$6.22	—	ADR	05967A107
MCO	Moody's	21,168	$1.29M	0.0%	$53.10	0.0%	Common	615369105
TSLA	Tesla Motors	11,973	$1.286M	0.0%	$5.02	0.0%	Common	88160R101
ON	ON Semiconductor	158,774	$1.283M	0.0%	$8.02	0.0%	Common	682189105
—	Activision Blizzard	89,674	$1.279M	0.0%	$14.26	—	Common	00507V109
—	Genesee & Wyoming	14,945	$1.268M	0.0%	$84.84	—	Common	371559105
SHW	Sherwin-Williams	7,130	$1.259M	0.0%	$53.48	0.0%	Common	824348106
—	Linear Technology	34,164	$1.259M	0.0%	$36.85	—	Common	535678106
NTAP	NetApp	33,209	$1.255M	0.0%	$26.74	0.0%	Common	64110D104
L	Loews	27,809	$1.235M	0.0%	$42.08	0.0%	Common	540424108
—	Bunge	17,345	$1.228M	0.0%	$70.80	—	Common	G16962105
—	Pentair	21,286	$1.228M	0.0%	$57.69	—	Common	019388017
ASML	ASML Holding	15,276	$1.208M	0.0%	$79.08	—	Common	N07059210
—	AerCap Holdings	68,970	$1.204M	0.0%	$17.46	—	Common	000068766
—	L Brands	24,428	$1.203M	0.0%	$49.25	—	Common	501797104
APH	Amphenol	15,355	$1.197M	0.0%	$8.50	0.0%	Common	032095101
—	Comcast	30,059	$1.192M	0.0%	$39.66	—	Common	20030N200
WU	Western Union	69,335	$1.186M	0.0%	$17.11	—	Common	959802109
—	Liberty Global	15,952	$1.182M	0.0%	$74.10	—	Common	00B8W6766
—	Discovery Communications	16,878	$1.176M	0.0%	$69.68	—	Common	25470F302
RDY	Dr Reddy's Laboratories ADR	30,898	$1.169M	0.0%	$37.83	—	ADR	256135203
SWK	Stanley Black & Decker	15,026	$1.162M	0.0%	$56.98	0.0%	Common	854502101
—	CPFL Energia ADR	63,544	$1.162M	0.0%	$18.29	—	ADR	126153105
MKTX	MarketAxess Holdings	24,820	$1.16M	0.0%	$38.12	0.0%	Common	57060D108
—	Investment Technology Group	82,897	$1.159M	0.0%	$13.98	—	Common	46145F105
—	Forest City Enterprises	64,200	$1.15M	0.0%	$17.91	—	Common	345550107
—	Rovi	49,745	$1.136M	0.0%	$22.84	—	Common	779376102
CRL	Charles River Laboratories International	27,605	$1.133M	0.0%	$42.84	0.0%	Common	159864107
PPL	PPL	37,412	$1.132M	0.0%	$16.36	0.0%	Common	69351T106
VRTX	Vertex Pharmaceuticals	14,148	$1.13M	0.0%	$73.64	0.0%	Common	92532F100
WLY	John Wiley & Sons	27,965	$1.121M	0.0%	$27.09	0.0%	Common	968223206
MTZ	MasTec	33,906	$1.116M	0.0%	$30.13	0.0%	Common	576323109
ORLY	O'Reilly Automotive	9,902	$1.115M	0.0%	$7.19	0.0%	Common	67103H107
—	Nordstrom	18,591	$1.114M	0.0%	$59.92	—	Common	655664100
—	Perrigo	9,082	$1.099M	0.0%	$121.01	—	Common	714290103
—	Cavium	30,859	$1.091M	0.0%	$35.35	—	Common	14964U108
—	Platinum Underwriters Holdings	19,010	$1.088M	0.0%	$57.23	—	Common	G7127P100
—	Weatherford International	79,054	$1.083M	0.0%	$13.70	—	Common	003883839
—	Delphi Automotive	21,155	$1.072M	0.0%	$50.67	—	Common	00B783TY6
—	Nuance Communications	57,845	$1.063M	0.0%	$18.38	—	Common	67020Y100
ROG	Rogers	22,357	$1.058M	0.0%	$45.60	0.0%	Common	775133101
—	Nationstar Mortgage Holdings	27,915	$1.045M	0.0%	$37.44	—	Common	63861C109
—	CapitalSource	111,280	$1.044M	0.0%	$9.38	—	Common	14055X102
—	Gol Linhas Aereas Inteligentes ADR	310,091	$1.039M	0.0%	$3.35	—	ADR	38045R107
—	Kansas City Southern	9,769	$1.035M	0.0%	$105.95	—	Common	485170302
—	Avon Products	49,057	$1.032M	0.0%	$21.04	—	Common	054303102
PBH	Prestige Brands Holdings	35,239	$1.027M	0.0%	$28.19	0.0%	Common	74112D101
PBI	Pitney Bowes	69,987	$1.027M	0.0%	$14.77	0.0%	Common	724479100
—	Emulex	156,809	$1.022M	0.0%	$6.52	—	Common	292475209
—	Lam Research	23,022	$1.021M	0.0%	$44.35	—	Common	512807108
—	Cytec Industries	13,915	$1.019M	0.0%	$73.23	—	Common	232820100
—	Tronox	50,240	$1.012M	0.0%	$20.14	—	Common	000XINEOA
—	Beam	15,971	$1.008M	0.0%	$63.11	—	Common	073730103
DIOD	Diodes	38,804	$1.008M	0.0%	$22.21	0.0%	Common	254543101
DLTR	Dollar Tree	19,654	$999K	0.0%	$48.73	0.0%	Common	256746108
AYI	Acuity Brands	13,091	$989K	0.0%	$70.97	0.0%	Common	00508Y102
NVDA	NVIDIA	70,317	$987K	0.0%	$0.32	0.0%	Common	67066G104
—	Beneficial Mutual Bancorp	116,484	$978K	0.0%	$8.40	—	Common	08173R104
LQDT	Liquidity Services	28,132	$975K	0.0%	$34.41	0.0%	Common	53635B107
ACIW	ACI Worldwide	20,869	$970K	0.0%	$15.16	0.0%	Common	004498101
—	Kraton Performance Polymers	45,478	$964K	0.0%	$21.20	—	Common	50077C106
GTLS	Chart Industries	10,184	$958K	0.0%	$87.43	0.0%	Common	16115Q308
WHR	Whirlpool	8,379	$958K	0.0%	$121.27	0.0%	Common	963320106
—	Gran Tierra Energy	159,000	$956K	0.0%	$6.01	—	Common	38500T101
WYNN	Wynn Resorts	7,449	$953K	0.0%	$106.96	0.0%	Common	983134107
GGB	Gerdau ADR	163,834	$935K	0.0%	$5.71	—	ADR	373737105
CMG	Chipotle Mexican Grill	2,562	$933K	0.0%	$7.17	0.0%	Common	169656105
—	Wisconsin Energy	22,683	$930K	0.0%	$41.00	—	Common	976657106
BBY	Best Buy	33,932	$927K	0.0%	$16.63	0.0%	Common	086516101
VSH	Vishay Intertechnology	66,614	$925K	0.0%	$10.89	0.0%	Common	928298108
VRSK	Verisk Analytics	15,361	$917K	0.0%	$57.10	0.0%	Common	92345Y106
—	Altera	27,776	$916K	0.0%	$32.98	—	Common	021441100
—	ADT	22,708	$905K	0.0%	$39.85	—	Common	00101J106
IT	Gartner	15,770	$899K	0.0%	$56.76	0.0%	Common	366651107
CHRW	CH Robinson Worldwide	15,876	$894K	0.0%	$42.72	0.0%	Common	12541W209
—	Polypore International	21,874	$882K	0.0%	$40.32	—	Common	73179V103
—	DigitalGlobe	28,380	$880K	0.0%	$31.01	—	Common	25389M877
VMC	Vulcan Materials	18,145	$878K	0.0%	$46.69	0.0%	Common	929160109
—	Aegion	39,007	$878K	0.0%	$22.51	—	Common	00770F104
GPC	Genuine Parts	11,185	$873K	0.0%	$54.12	0.0%	Common	372460105
UGP	Ultrapar Participacoes ADR	36,469	$873K	0.0%	$23.94	—	ADR	90400P101
—	Xilinx	21,965	$870K	0.0%	$39.61	—	Common	983919101
CX	Cemex ADR	81,708	$864K	0.0%	$10.57	—	ADR	151290889
—	Empresa Nacional de Electricidad ADR	19,536	$863K	0.0%	$44.17	—	ADR	29244T101
PVH	PVH	6,830	$854K	0.0%	$112.68	0.0%	Common	693656100
—	Comstock Resources	53,560	$842K	0.0%	$15.72	—	Common	205768203
EA	Electronic Arts	36,470	$838K	0.0%	$19.79	0.0%	Common	285512109
—	Latam Airlines Group ADR	49,612	$838K	0.0%	$16.89	—	ADR	51817R106
BSAC	Banco Santander Chile ADR	34,231	$837K	0.0%	$24.45	—	ADR	05965X109
—	Westport Innovations	24,776	$831K	0.0%	$33.54	—	Common	960908309
NFLX	Netflix	3,926	$829K	0.0%	$2.97	0.0%	Common	64110L106
TDG	TransDigm Group	5,245	$822K	0.0%	$70.58	0.0%	Common	893641100
AGO	Assured Guaranty	37,143	$819K	0.0%	$17.51	0.0%	Common	G0585R106
—	QLIK Technologies	28,798	$814K	0.0%	$28.27	—	Common	74733T105
—	CONSOL Energy	29,841	$809K	0.0%	$27.11	—	Common	20854P109
MLM	Martin Marietta Materials	8,186	$806K	0.0%	$93.00	0.0%	Common	573284106
—	Sirius XM Radio	240,143	$804K	0.0%	$3.35	—	Common	82967N108
CCU	Cia Cervecerias Unidas ADR	28,058	$803K	0.0%	$28.62	—	ADR	204429104
—	Safeway	33,496	$793K	0.0%	$23.67	—	Common	786514208
H	Hyatt Hotels	19,649	$793K	0.0%	$39.79	0.0%	Common	448579102
SLGN	Silgan Holdings	16,850	$791K	0.0%	$23.90	0.0%	Common	827048109
VRSN	VeriSign	17,568	$785K	0.0%	$45.93	0.0%	Common	92343E102
SLRC	Solar Capital	33,900	$783K	0.0%	$7.36	0.0%	Common	83413U100
—	BMC Software	17,307	$781K	0.0%	$45.13	—	Common	055921100
FULT	Fulton Financial	67,670	$777K	0.0%	$7.19	0.0%	Common	360271100
CLH	Clean Harbors	15,285	$772K	0.0%	$55.73	0.0%	Common	184496107
—	NYSE Euronext	18,409	$762K	0.0%	$41.39	—	Common	629491101
—	Tiffany	10,419	$759K	0.0%	$72.85	—	Common	886547108
ITRI	Itron	17,805	$755K	0.0%	$42.64	0.0%	Common	465741106
—	Monster Beverage	12,165	$740K	0.0%	$60.83	—	Common	611740101
—	AuRico Gold	168,000	$734K	0.0%	$4.37	—	Common	05155C105
—	Altra Holdings	26,712	$731K	0.0%	$27.37	—	Common	02208R106
—	Denbury Resources	42,120	$730K	0.0%	$17.33	—	Common	247916208
—	RF Micro Devices	136,412	$730K	0.0%	$5.35	—	Common	749941100
SBNY	Signature Bank/New York NY	8,785	$729K	0.0%	$82.98	—	Common	82669G104
—	HollyFrontier	16,827	$720K	0.0%	$42.79	—	Common	436106108
—	Intersil	92,025	$720K	0.0%	$7.82	—	Common	46069S109
HDB	HDFC Bank ADR	19,842	$719K	0.0%	$36.24	—	ADR	40415F101
RL	Ralph Lauren	4,111	$714K	0.0%	$138.80	0.0%	Common	751212101
—	Royal Caribbean Cruises	21,327	$711K	0.0%	$33.34	—	Common	000886286
EW	Edwards Lifesciences	10,574	$711K	0.0%	$11.84	0.0%	Common	28176E108
—	TRW Automotive Holdings	10,449	$694K	0.0%	$66.42	—	Common	87264S106
EXPD	Expeditors International of Washington	18,215	$692K	0.0%	$31.69	0.0%	Common	302130109
NRG	NRG Energy	25,924	$692K	0.0%	$20.46	0.0%	Common	629377508
EFX	Equifax	11,680	$688K	0.0%	$53.06	0.0%	Common	294429105
CIEN	Ciena	35,334	$686K	0.0%	$16.65	0.0%	Common	171779309
—	Cablevision Systems	40,598	$683K	0.0%	$16.82	—	Common	12686C109
MAR	Marriott International	16,693	$674K	0.0%	$36.65	0.0%	Common	571903202
CHT	Chunghwa Telecom ADR	20,796	$668K	0.0%	$32.12	—	ADR	17133Q502
ERIC	Telefonaktiebolaget LM Ericsson ADR	59,153	$667K	0.0%	$11.28	—	ADR	294821608
—	Digital River	35,280	$662K	0.0%	$18.76	—	Common	25388B104
—	Kinder Morgan Management	7,792	$651K	0.0%	$83.55	—	Common	49455U100
XYL	Xylem	23,988	$646K	0.0%	$23.44	0.0%	Common	98419M100
TCEHY	Tencent Holdings ADR	15,929	$621K	0.0%	$38.99	—	ADR	88032Q109
MAS	Masco	31,740	$619K	0.0%	$14.92	0.0%	Common	574599106
TKGBY	Turkiye Garanti Bankasi ADR	143,400	$617K	0.0%	$4.30	—	ADR	900148701
—	Financial Engines	13,272	$605K	0.0%	$45.58	—	Common	317485100
—	DENTSPLY International	14,758	$604K	0.0%	$40.93	—	Common	249030107
—	Nielsen Holdings	17,907	$601K	0.0%	$33.56	—	Common	000953847
—	Hudson City Bancorp	65,543	$600K	0.0%	$9.15	—	Common	443683107
—	Red Hat	12,457	$596K	0.0%	$47.84	—	Common	756577102
ILMN	Illumina	7,945	$595K	0.0%	$64.01	0.0%	Common	452327109
—	Cobalt International Energy	22,074	$587K	0.0%	$26.59	—	Common	19075F106
PHM	PulteGroup	30,885	$586K	0.0%	$17.74	0.0%	Common	745867101
—	Kaydon	21,090	$581K	0.0%	$27.55	—	Common	486587108
SLAB	Silicon Laboratories	14,000	$580K	0.0%	$41.29	0.0%	Common	826919102
—	Peabody Energy	39,585	$580K	0.0%	$14.65	—	Common	704549104
—	Tata Motors ADR	24,718	$579K	0.0%	$23.42	—	ADR	876568502
—	Liberty Global	8,440	$573K	0.0%	$67.89	—	Common	00B8W67B1
FLR	Fluor	9,601	$569K	0.0%	$53.56	0.0%	Common	343412102
SJM	JM Smucker	5,477	$565K	0.0%	$70.84	0.0%	Common	832696405
—	Iron Mountain	21,188	$564K	0.0%	$26.62	—	Common	462846106
—	International Game Technology	33,779	$564K	0.0%	$16.70	—	Common	459902102
—	Cbeyond	71,840	$563K	0.0%	$7.84	—	Common	149847105
AVT	Avnet	16,636	$559K	0.0%	$25.70	0.0%	Common	053807103
ARW	Arrow Electronics	13,961	$556K	0.0%	$38.94	0.0%	Common	042735100
TV	Grupo Televisa SAB ADR	22,200	$551K	0.0%	$24.82	—	ADR	40049J206
HCSG	Healthcare Services Group	22,403	$549K	0.0%	$23.05	0.0%	Common	421906108
FFBC	First Financial Bancorp	36,535	$544K	0.0%	$9.47	0.0%	Common	320209109
—	Hospira	14,121	$541K	0.0%	$38.31	—	Common	441060100
CE	Celanese	12,038	$539K	0.0%	$37.17	0.0%	Common	150870103
HRB	H&R Block	19,363	$537K	0.0%	$18.18	0.0%	Common	093671105
—	Green Mountain Coffee Roasters	7,147	$536K	0.0%	$75.00	—	Common	393122106
—	CNOOC ADR	3,189	$534K	0.0%	$167.45	—	ADR	126132109
—	QEP Resources	19,149	$532K	0.0%	$27.78	—	Common	74733V100
—	China Life Insurance ADR	15,087	$526K	0.0%	$34.86	—	ADR	16939P106
—	Orient-Express Hotels	42,449	$516K	0.0%	$12.16	—	Common	G67743107
EXLS	ExlService Holdings	17,363	$513K	0.0%	$6.12	0.0%	Common	302081104
LNC	Lincoln National	13,906	$507K	0.0%	$22.50	0.0%	Common	534187109
UMC	United Microelectronics ADR	212,794	$496K	0.0%	$2.33	—	ADR	910873405
TCBI	Texas Capital Bancshares	10,913	$484K	0.0%	$42.69	0.0%	Common	88224Q107
EXPE	Expedia	7,959	$479K	0.0%	$55.04	0.0%	Common	30212P303
—	Avago Technologies	12,300	$460K	0.0%	$37.40	—	Common	999900624
—	Advanced Semiconductor Engineering ADR	112,682	$457K	0.0%	$4.06	—	ADR	00756M404
—	Mechel ADR	521,305	$448K	0.0%	$0.86	—	ADR	583840509
—	Cencosud ADR	29,900	$446K	0.0%	$14.92	—	ADR	15132H101
FIS	Fidelity National Information Services	10,402	$446K	0.0%	$34.36	0.0%	Common	31620M106
—	AU Optronics ADR	128,192	$444K	0.0%	$3.46	—	ADR	002255107
—	Siliconware Precision Industries ADR	70,302	$441K	0.0%	$6.27	—	ADR	827084864
—	Huaneng Power International ADR	11,445	$440K	0.0%	$38.44	—	ADR	443304100
LULU	Lululemon Athletica	6,683	$438K	0.0%	$72.51	0.0%	Common	550021109
—	International Rectifier	20,860	$437K	0.0%	$20.95	—	Common	460254105
—	athenahealth	5,150	$436K	0.0%	$84.66	—	Common	04685W103
SPPJY	Sappi ADR	176,400	$434K	0.0%	$2.46	—	ADR	803069202
HCA	HCA Holdings	11,900	$429K	0.0%	$35.96	0.0%	Common	40412C101
—	Computer Sciences	9,785	$428K	0.0%	$43.74	—	Common	205363104
IAG	IAMGOLD	97,270	$421K	0.0%	$5.17	0.0%	Common	450913108
—	Stage Stores	17,522	$412K	0.0%	$23.51	—	Common	85254C305
HP	Helmerich & Payne	6,500	$406K	0.0%	$61.57	0.0%	Common	423452101
TSN	Tyson Foods	15,815	$406K	0.0%	$18.99	0.0%	Common	902494103
EC	Ecopetrol ADR	9,538	$401K	0.0%	$42.04	—	ADR	279158109
—	RadioShack	116,660	$369K	0.0%	$3.16	—	Common	750438103
—	Windstream	47,789	$368K	0.0%	$7.70	—	Common	97381W104
CCRN	Cross Country Healthcare	68,675	$354K	0.0%	$5.12	0.0%	Common	227483104
—	Frontier Communications	81,916	$332K	0.0%	$4.05	—	Common	35906A108
—	Pactera Technology International ADR	48,440	$327K	0.0%	$6.75	—	ADR	695255109
JBHT	Hunt(Jb) Transport Services	4,479	$324K	0.0%	$64.12	0.0%	Common	445658107
—	Maxwell Technologies	44,680	$319K	0.0%	$7.14	—	Common	577767106
—	IntercontinentalExchange	1,748	$311K	0.0%	$177.92	—	Common	45865V100
PWR	Quanta Services	11,684	$309K	0.0%	$27.23	0.0%	Common	74762E102
TM	Toyota Motor ADR	2,543	$307K	0.0%	$120.72	—	ADR	892331307
—	Alpha Natural Resources	58,175	$305K	0.0%	$5.24	—	Common	02076X102
—	Sigma-Aldrich	3,784	$304K	0.0%	$80.34	—	Common	826552101
CNP	CenterPoint Energy	12,596	$296K	0.0%	$15.27	0.0%	Common	15189T107
FFIV	F5 Networks	4,286	$295K	0.0%	$76.95	0.0%	Common	315616102
—	VCA Antech	11,197	$292K	0.0%	$26.08	—	Common	918194101
OMAB	Grupo Aeroportuario del Centro Norte ADR	11,100	$291K	0.0%	$26.22	—	ADR	400501102
—	Core Laboratories	1,887	$286K	0.0%	$151.56	—	Common	000020038
—	Discovery Communications	3,700	$286K	0.0%	$77.30	—	Common	25470F104
HSY	Hershey	3,154	$282K	0.0%	$65.69	0.0%	Common	427866108
—	Sterlite Industries India ADR	48,207	$282K	0.0%	$5.85	—	ADR	859737207
BWA	BorgWarner	3,224	$278K	0.0%	$29.44	0.0%	Common	099724106
—	Yamana Gold	29,000	$276K	0.0%	$9.52	—	Common	98462Y100
—	Coca-Cola Enterprises	7,716	$271K	0.0%	$35.12	—	Common	19122T109
DVA	DaVita HealthCare Partners	2,159	$261K	0.0%	$62.44	0.0%	Common	23918K108
KEY	KeyCorp	23,533	$260K	0.0%	$6.48	0.0%	Common	493267108
MAN	Manpowergroup	4,721	$259K	0.0%	$55.02	0.0%	Common	56418H100
NI	NiSource	9,023	$258K	0.0%	$7.81	0.0%	Common	65473P105
CHD	Church & Dwight	4,136	$255K	0.0%	$26.18	0.0%	Common	171340102
BHP	BHP Billiton ADR	4,126	$238K	0.0%	$57.68	—	ADR	088606108
AES	AES	19,772	$237K	0.0%	$8.29	0.0%	Common	00130H105
—	JC Penney	13,545	$231K	0.0%	$17.05	—	Common	708160106
PFG	Principal Financial Group	6,136	$230K	0.0%	$23.49	0.0%	Common	74251V102
TRIP	TripAdvisor	3,758	$229K	0.0%	$50.93	0.0%	Common	896945201
—	Cypress Semiconductor	21,376	$229K	0.0%	$10.71	—	Common	232806109
—	MMC Norilsk Nickel ADR	15,652	$225K	0.0%	$14.38	—	ADR	46626D108
—	CIT Group	4,834	$225K	0.0%	$46.55	—	Common	125581801
—	Aluminum Corp of China ADR	28,545	$224K	0.0%	$7.85	—	ADR	022276109
—	National Instruments	7,991	$223K	0.0%	$27.91	—	Common	636518102
—	Arch Coal	58,520	$221K	0.0%	$3.78	—	Common	039380100
KB	KB Financial Group ADR	7,092	$210K	0.0%	$29.61	—	ADR	48241A105
—	China Southern Airlines ADR	9,787	$199K	0.0%	$20.33	—	ADR	169409109
—	China Unicom Hong Kong ADR	15,088	$198K	0.0%	$13.12	—	ADR	16945R104
—	China Telecom ADR	4,047	$192K	0.0%	$47.44	—	ADR	169426103
—	Sinopec Shanghai Petrochemical ADR	5,735	$191K	0.0%	$33.30	—	ADR	82935M109
CBRE	CBRE Group	8,032	$188K	0.0%	$23.79	0.0%	Common	12504L109
MTB	M&T Bank	1,681	$188K	0.0%	$72.91	0.0%	Common	55261F104
BDORY	Banco do Brasil ADR	17,997	$182K	0.0%	$10.11	—	ADR	059578104
SMFG	Sumitomo Mitsui Financial Group ADR	17,275	$159K	0.0%	$9.20	—	ADR	86562M209
CMS	CMS Energy	5,661	$154K	0.0%	$19.06	0.0%	Common	125896100
NWL	Newell Rubbermaid	5,729	$150K	0.0%	$16.79	0.0%	Common	651229106
LNG	Cheniere Energy Inc	5,200	$144K	0.0%	$28.08	0.0%	Common	16411R208
ACCO	ACCO Brands	22,430	$143K	0.0%	$4.71	0.0%	Common	00081T108
LUV	Southwest Airlines	10,900	$141K	0.0%	$11.86	0.0%	Common	844741108
—	Philippine Long Distance Telephone ADR	2,029	$138K	0.0%	$68.01	—	ADR	718252604
BF/B	Brown-Forman	2,028	$137K	0.0%	$22.68	0.0%	Common	115637209
OKE	ONEOK	3,200	$132K	0.0%	$19.74	0.0%	Common	682680103
YZCAY	Yanzhou Coal Mining ADR	17,648	$125K	0.0%	$7.08	—	ADR	984846105
—	XL Group	4,111	$125K	0.0%	$30.41	—	Common	00B5LRLL2
FMC	FMC	2,038	$124K	0.0%	$40.72	0.0%	Common	302491303
UAL	United Continental Holdings	3,915	$123K	0.0%	$31.81	0.0%	Common	910047109
—	Cree	1,900	$121K	0.0%	$63.68	—	Common	225447101
WAT	Waters	1,192	$119K	0.0%	$95.76	0.0%	Common	941848103
HMC	Honda Motor ADR	3,192	$119K	0.0%	$37.28	—	ADR	438128308
—	Leucadia National	4,533	$119K	0.0%	$26.25	—	Common	527288104
—	Westpac Banking ADR	895	$118K	0.0%	$131.84	—	ADR	961214301
—	CR Bard	1,086	$118K	0.0%	$108.66	—	Common	067383109
—	CareFusion	3,111	$115K	0.0%	$36.97	—	Common	14170T101
—	Wyndham Worldwide	1,991	$114K	0.0%	$57.26	—	Common	98310W108
—	Liberty Interactive	4,920	$113K	0.0%	$22.97	—	Common	53071M104
CPB	Campbell Soup	2,496	$112K	0.0%	$30.86	0.0%	Common	134429109
—	Heartland Payment Systems	2,999	$112K	0.0%	$37.35	—	Common	42235N108
—	AngloGold Ashanti ADR	7,700	$110K	0.0%	$14.29	—	ADR	035128206
—	Concho Resources	1,279	$107K	0.0%	$83.66	—	Common	20605P101
BAK	Braskem ADR	7,100	$106K	0.0%	$14.93	—	ADR	105532105
HBAN	Huntington Bancshares	13,417	$106K	0.0%	$4.66	0.0%	Common	446150104
MCHP	Microchip Technology	2,822	$105K	0.0%	$13.83	0.0%	Common	595017104
GNW	Genworth Financial	9,059	$103K	0.0%	$10.41	0.0%	Common	37247D106
SEE	Sealed Air	4,265	$102K	0.0%	$18.75	0.0%	Common	81211K100
—	Jacobs Engineering Group	1,828	$101K	0.0%	$55.25	—	Common	469814107
—	Rackspace Hosting	2,652	$100K	0.0%	$37.71	—	Common	750086100
CINF	Cincinnati Financial	2,167	$99,000	0.0%	$32.92	0.0%	Common	172062101
GME	GameStop	2,282	$96,000	0.0%	$6.27	0.0%	Common	36467W109
CPA	Copa Holdings	731	$96,000	0.0%	$87.82	0.0%	Common	P31076105
MUFG	Mitsubishi UFJ Financial Group ADR	15,325	$95,000	0.0%	$6.20	—	ADR	606822104
LEN	Lennar	2,626	$95,000	0.0%	$34.18	0.0%	Common	526057104
—	Family Dollar Stores	1,462	$91,000	0.0%	$62.24	—	Common	307000109
MFG	Mizuho Financial Group ADR	21,702	$90,000	0.0%	$4.15	—	ADR	60687Y109
SID	Cia Siderurgica Nacional ADR	32,218	$89,000	0.0%	$2.76	—	ADR	20440W105
—	Airgas	907	$87,000	0.0%	$95.92	—	Common	009363102
—	SBA Communications	1,149	$85,000	0.0%	$73.98	—	Common	78388J106
FOSL	Fossil Group	800	$83,000	0.0%	$101.05	0.0%	Common	34988V106
SNA	Snap-on	914	$82,000	0.0%	$66.38	0.0%	Common	833034101
—	WPX Energy	4,283	$81,000	0.0%	$18.91	—	Common	98212B103
—	NTT DOCOMO ADR	5,173	$81,000	0.0%	$15.66	—	ADR	62942M201
—	News	2,475	$81,000	0.0%	$32.73	—	Common	65248E203
—	Interpublic Group of Cos	5,470	$80,000	0.0%	$9.16	0.0%	Common	460690100
CMA	Comerica	1,990	$79,000	0.0%	$24.17	0.0%	Common	200340107
CTAS	Cintas	1,705	$78,000	0.0%	$9.70	0.0%	Common	172908105
—	Harris	1,579	$78,000	0.0%	$49.40	—	Common	413875105
URBN	Urban Outfitters	1,950	$78,000	0.0%	$41.26	0.0%	Common	917047102
DAL	Delta Air Lines	4,019	$75,000	0.0%	$14.99	0.0%	Common	247361702
CCK	Crown Holdings	1,807	$74,000	0.0%	$40.04	0.0%	Common	228368106
ZION	Zions Bancorporation	2,557	$74,000	0.0%	$26.15	0.0%	Common	989701107
—	QIWI ADR	3,200	$74,000	0.0%	$23.13	—	ADR	74735M108
—	Scripps Networks Interactive	1,085	$72,000	0.0%	$66.36	—	Common	811065101
—	Newfield Exploration	2,919	$70,000	0.0%	$23.98	—	Common	651290108
RHI	Robert Half International	2,098	$70,000	0.0%	$34.44	0.0%	Common	770323103
AXIA	Centrais Eletricas Brasileiras ADR	32,405	$69,000	0.0%	$2.13	—	ADR	15234Q207
—	Harman International Industries	1,241	$67,000	0.0%	$53.99	—	Common	413086109
CAJPY	Canon ADR	2,039	$67,000	0.0%	$32.86	—	ADR	138006309
AVY	Avery Dennison	1,559	$67,000	0.0%	$33.15	0.0%	Common	053611109
THC	Tenet Healthcare	1,464	$67,000	0.0%	$44.77	0.0%	Common	88033G407
—	People's United Financial	4,431	$66,000	0.0%	$14.90	—	Common	712704105
—	Owens-Illinois	2,265	$63,000	0.0%	$27.81	—	Common	690768403
—	Rowan Cos	1,808	$62,000	0.0%	$34.29	—	Common	00B6SLMV1
—	Pepco Holdings	3,012	$61,000	0.0%	$20.25	—	Common	713291102
MITSY	Mitsui ADR	242	$61,000	0.0%	$252.07	—	ADR	606827202
—	Diamond Offshore Drilling	876	$60,000	0.0%	$68.49	—	Common	25271C102
JBL	Jabil Circuit	2,906	$59,000	0.0%	$16.76	0.0%	Common	466313103
AIZ	Assurant	1,143	$58,000	0.0%	$37.94	0.0%	Common	04621X108
HTHIY	Hitachi ADR	807	$52,000	0.0%	$64.44	—	ADR	433578507
—	Molex	1,770	$52,000	0.0%	$29.38	—	Common	608554101
RVTY	PerkinElmer	1,531	$50,000	0.0%	$31.21	0.0%	Common	714046109
GT	Goodyear Tire & Rubber	3,286	$50,000	0.0%	$13.66	0.0%	Common	382550101
—	Rock Tenn	503	$50,000	0.0%	$99.40	—	Common	772739207
ANF	Abercrombie & Fitch	1,106	$50,000	0.0%	$37.66	0.0%	Common	002896207
—	LSI	6,872	$49,000	0.0%	$7.13	—	Common	502161102
—	Garmin	1,300	$47,000	0.0%	$36.15	—	Common	011440532
—	Patterson Cos	1,257	$47,000	0.0%	$37.39	—	Common	703395103
—	TECO Energy	2,590	$45,000	0.0%	$17.37	—	Common	872375100
—	Total System Services	1,839	$45,000	0.0%	$24.47	—	Common	891906109
TER	Teradyne	2,530	$44,000	0.0%	$15.29	0.0%	Common	880770102
LEG	Leggett & Platt	1,364	$42,000	0.0%	$32.56	0.0%	Common	524660107
FSLR	First Solar	940	$42,000	0.0%	$44.50	0.0%	Common	336433107
—	United States Steel	2,319	$41,000	0.0%	$17.68	—	Common	912909108
AMD	Advanced Micro Devices	10,056	$41,000	0.0%	$3.46	0.0%	Common	007903107
—	Legg Mason	1,265	$39,000	0.0%	$30.83	—	Common	524901105
—	Gannett	1,456	$36,000	0.0%	$24.73	—	Common	364730101
—	Apollo Group	1,973	$35,000	0.0%	$17.74	—	Common	037604105
—	E*TRADE Financial	2,654	$34,000	0.0%	$12.81	—	Common	269246401
ATI	Allegheny Technologies	1,239	$33,000	0.0%	$26.04	0.0%	Common	01741R102
—	Cliffs Natural Resources	1,969	$32,000	0.0%	$16.25	—	Common	18683K101
R	Ryder System	411	$25,000	0.0%	$60.21	0.0%	Common	783549108
—	OGX Petroleo e Gas Participacoes ADR	41,249	$16,000	0.0%	$0.39	—	ADR	670849108
—	Washington Post	31	$15,000	0.0%	$483.87	—	Common	939640108
NMR	Nomura Holdings ADR	1,991	$15,000	0.0%	$7.53	—	ADR	65535H208
SONY	Sony ADR	651	$14,000	0.0%	$21.51	—	ADR	835699307
—	Panasonic ADR	1,444	$12,000	0.0%	$8.31	—	ADR	69832A205
KUBTY	Kubota ADR	152	$11,000	0.0%	$72.37	—	ADR	501173207
IX	ORIX ADR	143	$10,000	0.0%	$69.93	—	ADR	686330101
KYOCY	Kyocera ADR	90	$9,000	0.0%	$100.00	—	ADR	501556203
AN	AutoNation	188	$8,000	0.0%	$44.63	0.0%	Common	05329W102
NTTYY	Nippon Telegraph & Telephone ADR	294	$8,000	0.0%	$27.21	—	ADR	654624105
—	Prothena Corp	48	$1,000	0.0%	$20.83	—	Common	00B91XRN2
—	Orchard Supply Hardware Stores	34	$0	0.0%	—	—	Common	685691503