Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JNJ	Johnson & Johnson	9,317,913	$908M	3.2%	$66.54	+11.9%	Common	478160104
PFE	Pfizer	23,390,353	$784M	2.7%	$16.90	+22.9%	Common	717081103
VZ	Verizon Communications	13,810,552	$644M	2.3%	$26.79	+5.7%	Common	92343V104
AAPL	Apple	4,926,906	$618M	2.2%	$17.91	+59.4%	Common	037833100
T	AT&T	16,216,640	$576M	2.0%	$11.26	+8.5%	Common	00206R102
UNH	UnitedHealth Group	4,649,499	$567M	2.0%	$57.51	+73.2%	Common	91324P102
—	Google	1,030,490	$557M	2.0%	$631.38	—	Common	38259P508
IBM	International Business Machines	3,410,216	$555M	1.9%	$114.50	-10.1%	Common	459200101
ORCL	Oracle	12,861,888	$518M	1.8%	$30.33	+22.0%	Common	68389X105
ELV	Anthem	3,136,604	$515M	1.8%	$107.06	+28.4%	Common	036752103
—	EMC	19,115,329	$504M	1.8%	$25.95	—	Common	268648102
AMGN	Amgen	3,243,355	$498M	1.7%	$101.34	+16.0%	Common	031162100
JPM	JPMorgan Chase	6,467,957	$438M	1.5%	$37.32	+31.7%	Common	46625H100
CSCO	Cisco Systems	15,771,021	$433M	1.5%	$16.20	+27.4%	Common	17275R102
WFC	Wells Fargo	7,530,010	$423M	1.5%	$27.97	+48.0%	Common	949746101
ZBH	Zimmer Biomet Holdings	3,804,579	$416M	1.5%	$75.69	+34.0%	Common	98956P102
SYK	Stryker	4,215,625	$403M	1.4%	$63.65	+31.6%	Common	863667101
AFL	Aflac	6,435,829	$400M	1.4%	$20.49	+20.2%	Common	001055102
CVS	CVS Health	3,791,616	$398M	1.4%	$50.09	+50.2%	Common	126650100
—	Laboratory Corp of America	3,174,028	$385M	1.3%	$113.56	—	Common	50540R409
—	Medtronic	4,973,574	$369M	1.3%	$77.99	—	Common	00BTN1Y11
CMCSA	Comcast	6,000,207	$361M	1.3%	$21.20	+8.4%	Common	20030N101
MSFT	Microsoft	7,695,145	$340M	1.2%	$27.29	+44.0%	Common	594918104
—	ACE	3,143,873	$320M	1.1%	$103.45	—	Common	004432874
WMT	Wal-Mart Stores	4,501,649	$319M	1.1%	$20.08	+4.0%	Common	931142103
AZO	AutoZone	472,138	$315M	1.1%	$500.67	+36.7%	Common	053332102
PCG	PG&E	6,380,020	$313M	1.1%	$36.76	+29.0%	Common	69331C108
EBAY	eBay	5,010,829	$302M	1.1%	$19.74	+12.4%	Common	278642103
TEVA	Teva Pharmaceutical Industries ADR	4,554,939	$269M	0.9%	$49.90	—	ADR	881624209
—	Aetna	2,080,640	$265M	0.9%	$71.09	—	Common	00817Y108
C	Citigroup	4,693,001	$259M	0.9%	$36.81	+10.2%	Common	172967424
KSS	Kohl's	3,931,270	$246M	0.9%	$53.94	+28.7%	Common	500255104
PEP	PepsiCo	2,544,642	$238M	0.8%	$56.65	+22.4%	Common	713448108
INFY	Infosys ADR	14,147,245	$224M	0.8%	$25.96	—	ADR	456788108
UNP	Union Pacific	2,299,956	$219M	0.8%	$82.27	-0.4%	Common	907818108
INTC	Intel	7,188,904	$219M	0.8%	$19.45	+29.0%	Common	458140100
COF	Capital One Financial	2,457,615	$216M	0.8%	$57.81	+19.8%	Common	14040H105
GILD	Gilead Sciences	1,844,839	$216M	0.8%	$50.80	+49.6%	Common	375558103
PG	Procter & Gamble	2,751,712	$215M	0.8%	$56.32	+6.5%	Common	742718109
SO	Southern	5,018,206	$210M	0.7%	$26.84	+3.5%	Common	842587107
—	St Jude Medical	2,826,680	$207M	0.7%	$65.95	—	Common	790849103
GIS	General Mills	3,628,947	$202M	0.7%	$32.90	+17.9%	Common	370334104
NSC	Norfolk Southern	2,209,777	$193M	0.7%	$76.70	+1.0%	Common	655844108
—	Total System Services	4,618,928	$193M	0.7%	$31.35	—	Common	891906109
ABBV	AbbVie	2,860,128	$192M	0.7%	$31.44	+34.6%	Common	00287Y109
ETR	Entergy	2,625,211	$185M	0.6%	$26.05	-5.4%	Common	29364G103
—	Cigna	1,117,685	$181M	0.6%	$80.46	—	Common	125509109
XEL	Xcel Energy	5,561,688	$179M	0.6%	$22.15	+8.6%	Common	98389B100
GS	Goldman Sachs Group	840,002	$175M	0.6%	$121.16	+35.9%	Common	38141G104
—	Express Scripts Holding	1,858,953	$165M	0.6%	$87.37	—	Common	30219G108
VLO	Valero Energy	2,541,622	$159M	0.6%	$27.23	+43.0%	Common	91913Y100
PEG	Public Service Enterprise Group	4,036,198	$159M	0.6%	$26.37	+8.4%	Common	744573106
PPL	PPL	5,298,520	$156M	0.5%	$19.70	-1.5%	Common	69351T106
CSX	CSX	4,773,915	$156M	0.5%	$9.72	+1.1%	Common	126408103
—	Maxim Integrated Products	4,507,206	$156M	0.5%	$31.62	—	Common	57772K101
—	Google	287,463	$150M	0.5%	$568.72	—	Common	38259P706
—	Discover Financial Services	2,556,312	$147M	0.5%	$49.59	—	Common	254709108
PM	Philip Morris International	1,828,176	$147M	0.5%	$49.76	-2.9%	Common	718172109
—	Viacom	2,237,412	$145M	0.5%	$65.04	—	Common	92553P201
—	Foot Locker	2,126,392	$142M	0.5%	$53.41	—	Common	344849104
—	Allergan	454,686	$138M	0.5%	$303.46	—	Common	00BY9D546
MCD	McDonald's	1,441,838	$137M	0.5%	$71.27	+4.1%	Common	580135101
—	Lam Research	1,656,232	$135M	0.5%	$56.47	—	Common	512807108
COP	ConocoPhillips	2,187,776	$134M	0.5%	$44.49	+4.3%	Common	20825C104
ED	Consolidated Edison	2,320,816	$134M	0.5%	$37.79	+8.6%	Common	209115104
—	Amdocs	2,437,304	$133M	0.5%	$41.68	—	Common	002256908
TMO	Thermo Fisher Scientific	1,005,910	$131M	0.5%	$114.45	+10.3%	Common	883556102
AEP	American Electric Power	2,452,251	$130M	0.5%	$35.65	+6.6%	Common	025537101
—	SCANA	2,551,364	$129M	0.5%	$55.15	—	Common	80589M102
ABT	Abbott Laboratories	2,548,960	$125M	0.4%	$30.43	+29.2%	Common	002824100
—	Eaton Corp	1,823,388	$123M	0.4%	$70.38	—	Common	00B8KQN82
—	Tupperware Brands	1,882,680	$122M	0.4%	$72.70	—	Common	899896104
—	Praxair	980,959	$117M	0.4%	$119.57	—	Common	74005P104
MD	MEDNAX	1,569,023	$116M	0.4%	$52.91	+36.0%	Common	58502B106
HLF	Herbalife	2,090,685	$115M	0.4%	$21.23	+14.0%	Common	G4412G101
GM	General Motors	3,401,670	$113M	0.4%	$27.14	+2.6%	Common	37045V100
EMN	Eastman Chemical	1,356,314	$111M	0.4%	$58.93	-6.9%	Common	277432100
IP	International Paper	2,181,371	$104M	0.4%	$27.13	+16.1%	Common	460146103
EMR	Emerson Electric	1,841,588	$102M	0.4%	$46.55	-5.0%	Common	291011104
—	LyondellBasell Industries	973,289	$101M	0.4%	$90.59	—	Common	000943499
—	TE Connectivity	1,560,111	$100M	0.4%	$59.41	—	Common	010299318
PTC	PTC	2,373,677	$97.37M	0.3%	$37.46	+5.5%	Common	69370C100
OGE	OGE Energy	3,372,087	$96.34M	0.3%	$34.86	-10.7%	Common	670837103
—	Scripps Networks Interactive	1,468,017	$95.96M	0.3%	$65.71	—	Common	811065101
CMI	Cummins	711,648	$93.36M	0.3%	$82.08	+25.3%	Common	231021106
—	Delphi Automotive	1,052,079	$89.52M	0.3%	$78.61	—	Common	00B783TY6
—	Energizer Holdings	676,551	$89M	0.3%	$101.18	—	Common	29266R108
V	Visa	1,302,960	$87.49M	0.3%	$57.01	+10.4%	Common	92826C839
KLAC	KLA-Tencor	1,541,036	$86.62M	0.3%	$43.63	+9.8%	Common	482480100
—	United Technologies	777,287	$86.22M	0.3%	$101.62	—	Common	913017109
HD	Home Depot	760,842	$84.55M	0.3%	$58.22	+49.6%	Common	437076102
MA	MasterCard	901,026	$84.23M	0.3%	$76.99	+11.8%	Common	57636Q104
META	Facebook	975,175	$83.64M	0.3%	$66.40	+22.1%	Common	30303M102
MRK	Merck	1,432,834	$81.57M	0.3%	$32.73	+22.9%	Common	58933Y105
—	DIRECTV	875,565	$81.24M	0.3%	$70.66	—	Common	25490A309
QCOM	QUALCOMM	1,254,127	$78.55M	0.3%	$49.63	+1.4%	Common	747525103
—	Torchmark	1,314,578	$76.53M	0.3%	$60.82	—	Common	891027104
HOG	Harley-Davidson	1,351,078	$76.13M	0.3%	$61.97	-7.7%	Common	412822108
MET	MetLife	1,359,337	$76.11M	0.3%	$24.57	+34.8%	Common	59156R108
LLY	Eli Lilly	910,292	$76M	0.3%	$42.62	+48.3%	Common	532457108
HON	Honeywell International	743,869	$75.85M	0.3%	$59.14	+26.4%	Common	438516106
DAL	Delta Air Lines	1,842,764	$75.7M	0.3%	$36.85	+4.2%	Common	247361702
XOM	Exxon Mobil	875,678	$72.86M	0.3%	$54.15	+0.3%	Common	30231G102
—	Wyndham Worldwide	877,039	$71.84M	0.3%	$85.83	—	Common	98310W108
GLW	Corning	3,626,622	$71.55M	0.3%	$10.60	+52.0%	Common	219350105
FITB	Fifth Third Bancorp	3,422,292	$71.25M	0.2%	$12.45	+12.7%	Common	316773100
OXY	Occidental Petroleum	915,256	$71.18M	0.2%	$58.92	-3.5%	Common	674599105
—	Ingersoll-Rand	1,011,271	$68.18M	0.2%	$61.81	—	Common	00B633030
KMB	Kimberly-Clark	641,324	$67.96M	0.2%	$67.73	+12.0%	Common	494368103
TCBI	Texas Capital Bancshares	1,091,106	$67.91M	0.2%	$54.29	+0.9%	Common	88224Q107
DAR	Darling Ingredients	4,612,736	$67.62M	0.2%	$20.21	-27.0%	Common	237266101
—	Mylan	995,262	$67.54M	0.2%	$59.35	—	Common	001103120
BEN	Franklin Resources	1,349,660	$66.17M	0.2%	$29.51	+6.0%	Common	354613101
—	Umpqua Holdings	3,669,466	$66.01M	0.2%	$17.67	—	Common	904214103
AMAT	Applied Materials	3,429,400	$65.91M	0.2%	$14.52	+24.1%	Common	038222105
UGI	UGI	1,827,729	$62.97M	0.2%	$35.06	+1.2%	Common	902681105
AGCO	AGCO	1,099,884	$62.45M	0.2%	$41.52	-2.6%	Common	001084102
CCL	Carnival	1,256,115	$62.04M	0.2%	$31.32	+29.6%	Common	143658300
—	SK Telecom ADR	2,462,812	$61.05M	0.2%	$23.91	—	ADR	78440P108
ATO	Atmos Energy	1,188,438	$60.94M	0.2%	$42.34	-1.9%	Common	049560105
EOG	EOG Resources	683,468	$59.84M	0.2%	$68.27	-0.6%	Common	26875P101
AXP	American Express	769,367	$59.8M	0.2%	$60.06	+13.3%	Common	025816109
OMC	Omnicom Group	857,838	$59.61M	0.2%	$44.45	+18.7%	Common	681919106
—	Bed Bath & Beyond	850,556	$58.67M	0.2%	$63.33	—	Common	075896100
TRV	Travelers Cos	603,751	$58.36M	0.2%	$77.52	+4.4%	Common	89417E109
NTES	NetEase ADR	400,784	$58.06M	0.2%	$78.23	—	ADR	64110W102
—	ITC Holdings	1,774,718	$57.11M	0.2%	$32.18	—	Common	465685105
—	Westar Energy	1,656,601	$56.69M	0.2%	$38.74	—	Common	95709T100
—	Dr Pepper Snapple Group	764,724	$55.75M	0.2%	$54.55	—	Common	26138E109
PRU	Prudential Financial	634,786	$55.56M	0.2%	$39.43	+35.0%	Common	744320102
MPC	Marathon Petroleum	1,049,632	$54.91M	0.2%	$35.83	+2.2%	Common	56585A102
TDC	Teradata	1,464,065	$54.17M	0.2%	$45.21	-9.0%	Common	88076W103
HAL	Halliburton	1,232,188	$53.07M	0.2%	$40.92	-8.3%	Common	406216101
ALL	Allstate	768,705	$49.87M	0.2%	$37.77	+43.8%	Common	020002101
—	Marvell Technology Group	3,773,525	$49.75M	0.2%	$13.08	—	Common	G5876H105
IBN	ICICI Bank ADR	4,720,940	$49.19M	0.2%	$15.80	—	ADR	45104G104
—	Baker Hughes	774,830	$47.81M	0.2%	$62.61	—	Common	057224107
F	Ford Motor	3,071,463	$46.1M	0.2%	$8.65	+1.2%	Common	345370860
OII	Oceaneering International	959,220	$44.69M	0.2%	$73.31	-28.3%	Common	675232102
BRK/B	Berkshire Hathaway	320,714	$43.65M	0.2%	$115.82	+23.1%	Common	084670702
—	Mead Johnson Nutrition	483,392	$43.61M	0.2%	$90.23	—	Common	582839106
—	Cardinal Financial	1,846,939	$40.24M	0.1%	$15.97	—	Common	14149F109
AMZN	Amazon.com	92,605	$40.2M	0.1%	$15.45	+35.2%	Common	023135106
DVN	Devon Energy	675,621	$40.19M	0.1%	$41.61	+6.3%	Common	25179M103
—	Tesoro	474,655	$40.07M	0.1%	$54.09	—	Common	881609101
EXC	Exelon	1,223,667	$38.45M	0.1%	$16.78	-2.1%	Common	30161N101
—	EI du Pont de Nemours	594,448	$38.02M	0.1%	$61.04	—	Common	263534109
HRB	H&R Block	1,257,563	$37.29M	0.1%	$21.04	+0.1%	Common	093671105
—	Seagate Technology	776,529	$36.88M	0.1%	$48.53	—	Common	00B58JVZ5
—	Dow Chemical	716,615	$36.67M	0.1%	$36.77	—	Common	260543103
RF	Regions Financial	3,490,972	$36.17M	0.1%	$6.35	+9.2%	Common	7591EP100
—	L Brands	406,981	$34.89M	0.1%	$65.40	—	Common	501797104
—	Omnicare	358,888	$33.83M	0.1%	$53.39	—	Common	681904108
AMP	Ameriprise Financial	266,965	$33.35M	0.1%	$74.64	+36.4%	Common	03076C106
FRCB	First Republic Bank/CA	524,065	$33.03M	0.1%	$51.38	+11.2%	Common	33616C100
—	Time Warner Cable	173,751	$30.96M	0.1%	$121.27	—	Common	88732J207
WIT	Wipro ADR	2,584,437	$30.94M	0.1%	$11.74	—	ADR	97651M109
SBS	Cia de Saneamento Basico do Estado de Sao Paulo AD	5,887,481	$30.5M	0.1%	$9.05	—	Common	20441A102
—	CenturyLink	993,193	$29.18M	0.1%	$33.33	—	Common	156700106
—	Atwood Oceanics	1,098,931	$29.06M	0.1%	$51.99	—	Common	050095108
RSG	Republic Services	740,135	$28.99M	0.1%	$28.85	+15.4%	Common	760759100
AXS	Axis Capital Holdings	525,040	$28.02M	0.1%	$31.87	+26.1%	Common	G0692U109
—	Anadarko Petroleum	349,973	$27.32M	0.1%	$82.11	—	Common	032511107
—	Symantec	1,170,397	$27.21M	0.1%	$22.90	—	Common	871503108
KO	Coca-Cola	684,061	$26.84M	0.1%	$27.76	+4.6%	Common	191216100
—	General Electric	995,857	$26.46M	0.1%	$24.42	—	Common	369604103
LOW	Lowe's Cos	389,916	$26.11M	0.1%	$39.94	+47.2%	Common	548661107
SNPS	Synopsys	515,100	$26.09M	0.1%	$39.24	+24.1%	Common	871607107
BABA	Alibaba Group Holding ADR	299,012	$24.6M	0.1%	$84.24	—	ADR	01609W102
MO	Altria Group	496,648	$24.29M	0.1%	$16.81	+50.2%	Common	02209S103
HAIN	Hain Celestial Group	355,012	$23.38M	0.1%	$62.63	+0.8%	Common	405217100
UNM	Unum	644,193	$23.03M	0.1%	$28.55	+22.5%	Common	91529Y106
FDX	FedEx	132,507	$22.58M	0.1%	$106.95	+38.7%	Common	31428X106
DE	Deere	231,695	$22.49M	0.1%	$70.77	+6.5%	Common	244199105
—	QIWI ADR	800,378	$22.45M	0.1%	$35.91	—	ADR	74735M108
LVS	Las Vegas Sands	420,834	$22.12M	0.1%	$43.84	-9.9%	Common	517834107
BIDU	Baidu ADR	109,349	$21.77M	0.1%	$190.40	—	ADR	056752108
—	Lukoil PJSC ADR	462,041	$20.75M	0.1%	$58.42	—	ADR	677862104
—	BlackRock	59,427	$20.56M	0.1%	$295.21	—	Common	09247X101
BMY	Bristol-Myers Squibb	289,763	$19.28M	0.1%	$32.56	+41.3%	Common	110122108
BAP	Credicorp	132,025	$18.34M	0.1%	$106.60	+5.6%	Common	G2519Y108
KMX	CarMax	263,465	$17.44M	0.1%	$48.73	+46.3%	Common	143130102
SBUX	Starbucks	318,849	$17.09M	0.1%	$37.00	+10.6%	Common	855244109
—	America Movil ADR	799,010	$17.03M	0.1%	$21.71	—	ADR	02364W105
—	Time Warner	194,104	$16.97M	0.1%	$61.93	—	Common	887317303
BAC	Bank of America	934,800	$15.91M	0.1%	$11.19	+17.3%	Common	060505104
PSX	Phillips 66	195,378	$15.74M	0.1%	$46.35	+15.8%	Common	718546104
TROW	T Rowe Price Group	199,552	$15.51M	0.1%	$51.30	+7.4%	Common	74144T108
RHI	Robert Half International	278,768	$15.47M	0.1%	$49.13	+16.4%	Common	770323103
PCAR	PACCAR	236,842	$15.11M	0.1%	$28.43	+1.1%	Common	693718108
—	Accenture	155,319	$15.03M	0.1%	$78.86	—	Common	00B4BNMY3
DIS	Walt Disney	130,268	$14.87M	0.1%	$59.06	+69.3%	Common	254687106
EIX	Edison International	259,687	$14.43M	0.1%	$36.07	+9.4%	Common	281020107
—	SunTrust Banks	333,074	$14.33M	0.1%	$39.96	—	Common	867914103
NEU	NewMarket	32,154	$14.27M	0.1%	$259.90	+44.6%	Common	651587107
TXN	Texas Instruments	272,133	$14.02M	0.0%	$29.43	+40.1%	Common	882508104
ABEV	AMBEV ADR	2,293,866	$13.99M	0.0%	$7.35	—	ADR	02319V103
—	Tata Motors ADR	405,490	$13.98M	0.0%	$33.53	—	ADR	876568502
CVX	Chevron	141,834	$13.68M	0.0%	$71.48	-7.0%	Common	166764100
COR	AmerisourceBergen	126,689	$13.47M	0.0%	$50.54	+64.2%	Common	03073E105
BBD	Banco Bradesco ADR	1,404,582	$12.87M	0.0%	$12.85	—	ADR	059460303
TSN	Tyson Foods	300,450	$12.81M	0.0%	$30.31	+5.6%	Common	902494103
LNT	Alliant Energy	221,297	$12.77M	0.0%	$19.68	+9.9%	Common	018802108
CAH	Cardinal Health	151,830	$12.7M	0.0%	$43.45	+50.8%	Common	14149Y108
MOS	Mosaic	270,898	$12.69M	0.0%	$38.55	-4.9%	Common	61945C103
TJX	TJX Cos	191,257	$12.65M	0.0%	$22.60	+26.9%	Common	872540109
CAT	Caterpillar	148,969	$12.64M	0.0%	$65.55	+0.5%	Common	149123101
PBR/A	Petroleo Brasileiro ADR	1,498,519	$12.23M	0.0%	$14.76	—	ADR	71654V101
YUM	Yum! Brands	135,695	$12.22M	0.0%	$42.38	+22.6%	Common	988498101
MCO	Moody's	112,106	$12.1M	0.0%	$70.60	+37.0%	Common	615369105
SLB	Schlumberger	135,887	$11.71M	0.0%	$56.05	+19.1%	Common	806857108
ITUB	Itau Unibanco Holding ADR	1,045,297	$11.45M	0.0%	$12.92	—	ADR	465562106
—	Superior Energy Services	535,272	$11.26M	0.0%	$29.21	—	Common	868157108
—	Alleghany	23,099	$10.83M	0.0%	$420.01	—	Common	017175100
BIIB	Biogen	26,533	$10.72M	0.0%	$347.89	+15.4%	Common	09062X103
—	Coach	306,642	$10.61M	0.0%	$46.14	—	Common	189754104
KR	Kroger	145,376	$10.54M	0.0%	$14.98	+97.0%	Common	501044101
—	Celgene	90,024	$10.42M	0.0%	$103.79	—	Common	151020104
—	Valeant Pharmaceuticals International	45,635	$10.14M	0.0%	$186.95	—	Common	91911K102
MAR	Marriott International	134,576	$10.01M	0.0%	$62.43	+14.1%	Common	571903202
WDC	Western Digital	124,941	$9.798M	0.0%	$51.13	+17.9%	Common	958102105
SEIC	SEI Investments	198,691	$9.742M	0.0%	$33.95	+21.4%	Common	784117103
CTSH	Cognizant Technology Solutions	156,069	$9.534M	0.0%	$38.74	+43.7%	Common	192446102
TDG	TransDigm Group	42,053	$9.448M	0.0%	$117.30	+19.4%	Common	893641100
—	Whole Foods Market	232,438	$9.167M	0.0%	$40.98	—	Common	966837106
—	Sotheby's	194,805	$8.813M	0.0%	$42.69	—	Common	835898107
EL	Estee Lauder Cos	101,654	$8.809M	0.0%	$59.89	+25.7%	Common	518439104
DHI	DR Horton	318,489	$8.714M	0.0%	$21.84	+9.5%	Common	23331A109
—	Priceline Group	7,431	$8.556M	0.0%	$972.03	—	Common	741503403
CF	CF Industries Holdings	132,915	$8.544M	0.0%	$44.85	+0.7%	Common	125269100
AIG	American International Group	136,700	$8.451M	0.0%	$36.85	+23.5%	Common	026874784
—	China Mobile ADR	129,924	$8.327M	0.0%	$53.56	—	ADR	16941M109
—	Apache	143,852	$8.29M	0.0%	$84.61	—	Common	037411105
—	Quintiles Transnational Holdings	112,181	$8.145M	0.0%	$62.42	—	Common	74876Y101
—	Alcoa	690,200	$7.696M	0.0%	$10.23	—	Common	013817101
MCK	McKesson	34,137	$7.674M	0.0%	$102.64	+107.7%	Common	58155Q103
TLK	Telekomunikasi Indonesia Persero ADR	173,478	$7.527M	0.0%	$40.36	—	ADR	715684106
MMM	3M	47,581	$7.342M	0.0%	$76.49	+24.0%	Common	88579Y101
EA	Electronic Arts	109,847	$7.305M	0.0%	$42.02	+42.3%	Common	285512109
CAG	ConAgra Foods	165,699	$7.244M	0.0%	$17.15	+21.5%	Common	205887102
NEM	Newmont Mining	310,097	$7.244M	0.0%	$20.12	-2.8%	Common	651639106
HSIC	Henry Schein	48,414	$6.881M	0.0%	$43.14	+28.2%	Common	806407102
CL	Colgate-Palmolive	104,918	$6.863M	0.0%	$44.42	+19.3%	Common	194162103
—	Cia Brasileira de Distribuicao ADR	280,387	$6.637M	0.0%	$42.98	—	ADR	20440T201
—	Cosan	1,071,736	$6.602M	0.0%	$15.05	—	Common	G25343107
—	Jarden	125,573	$6.498M	0.0%	$49.15	—	Common	471109108
ADM	Archer-Daniels-Midland	134,685	$6.495M	0.0%	$30.04	+22.6%	Common	039483102
TSLA	Tesla Motors	24,179	$6.486M	0.0%	$11.92	+32.6%	Common	88160R101
BAX	Baxter International	91,272	$6.383M	0.0%	$30.86	+2.0%	Common	071813109
—	Alexion Pharmaceuticals	34,991	$6.325M	0.0%	$136.79	—	Common	015351109
KMI	Kinder Morgan	163,972	$6.295M	0.0%	$23.07	+5.5%	Common	49456B101
—	Avon Products	987,335	$6.181M	0.0%	$10.03	—	Common	054303102
—	Guess?	282,242	$5.411M	0.0%	$22.53	—	Common	401617105
—	Stericycle	40,160	$5.378M	0.0%	$115.59	—	Common	858912108
—	General Motors Co Warrant	225,691	$5.365M	0.0%	$26.62	—	Common	37045V118
—	Broadcom	100,029	$5.15M	0.0%	$34.12	—	Common	111320107
—	Chesapeake Energy	460,323	$5.142M	0.0%	$18.93	—	Common	165167107
—	Diamond Offshore Drilling	198,085	$5.113M	0.0%	$38.00	—	Common	25271C102
ORLY	O'Reilly Automotive	22,328	$5.046M	0.0%	$9.20	+61.2%	Common	67103H107
—	China Petroleum & Chemical ADR	56,144	$4.812M	0.0%	$88.37	—	ADR	16941R108
GWW	WW Grainger	19,094	$4.519M	0.0%	$202.19	+1.0%	Common	384802104
—	Genesee & Wyoming	59,054	$4.499M	0.0%	$88.04	—	Common	371559105
STZ	Constellation Brands	38,166	$4.428M	0.0%	$65.55	+54.5%	Common	21036P108
MTB	M&T Bank	34,925	$4.363M	0.0%	$87.26	+4.7%	Common	55261F104
FDS	FactSet Research Systems	26,571	$4.318M	0.0%	$125.93	+15.5%	Common	303075105
—	Comcast	70,794	$4.243M	0.0%	$49.77	—	Common	20030N200
ANF	Abercrombie & Fitch	187,011	$4.023M	0.0%	$21.90	-19.4%	Common	002896207
—	CNOOC ADR	28,288	$4.015M	0.0%	$165.02	—	ADR	126132109
FMX	Fomento Economico Mexicano ADR	44,255	$3.943M	0.0%	$103.19	—	ADR	344419106
DHR	Danaher	45,546	$3.898M	0.0%	$26.70	+30.5%	Common	235851102
—	Anixter International	59,050	$3.847M	0.0%	$86.81	—	Common	035290105
—	Michael Kors Holdings	89,817	$3.78M	0.0%	$51.24	—	Common	G60754101
HDB	HDFC Bank ADR	57,228	$3.464M	0.0%	$52.62	—	ADR	40415F101
—	Vale ADR	669,320	$3.38M	0.0%	$12.28	—	ADR	91912E204
HCA	HCA Holdings	36,400	$3.302M	0.0%	$53.55	+39.1%	Common	40412C101
—	ANSYS	34,120	$3.113M	0.0%	$77.75	—	Common	03662Q105
SIG	Signet Jewelers	23,338	$2.993M	0.0%	$93.55	+16.9%	Common	G81276100
TSM	Taiwan Semiconductor Manufacturing ADR	130,316	$2.959M	0.0%	$18.41	—	ADR	874039100
—	VCA	53,696	$2.921M	0.0%	$47.63	—	Common	918194101
ROST	Ross Stores	59,928	$2.913M	0.0%	$37.69	+20.1%	Common	778296103
ECL	Ecolab	25,287	$2.859M	0.0%	$74.92	+36.5%	Common	278865100
HXL	Hexcel	56,826	$2.827M	0.0%	$36.44	+38.1%	Common	428291108
GPI	Group 1 Automotive	31,062	$2.821M	0.0%	$82.51	+3.6%	Common	398905109
USB	US Bancorp	64,181	$2.785M	0.0%	$23.52	+27.2%	Common	902973304
—	Mobile TeleSystems PJSC ADR	279,228	$2.731M	0.0%	$20.33	—	ADR	607409109
MIDD	Middleby	24,323	$2.73M	0.0%	$74.34	+43.9%	Common	596278101
—	BRF ADR	130,102	$2.72M	0.0%	$21.84	—	ADR	10552T107
THG	Hanover Insurance Group	36,600	$2.709M	0.0%	$52.17	+2.0%	Common	410867105
MDU	MDU Resources Group	138,269	$2.7M	0.0%	$7.40	-21.7%	Common	552690109
NKE	NIKE	24,892	$2.689M	0.0%	$27.96	+60.2%	Common	654106103
—	Walgreen	31,777	$2.683M	0.0%	$76.42	—	Common	931427108
LKQ	LKQ	86,563	$2.618M	0.0%	$22.82	+9.3%	Common	501889208
MDLZ	Mondelez International	63,427	$2.609M	0.0%	$25.85	+19.4%	Common	609207105
—	CBS	46,363	$2.573M	0.0%	$51.31	—	Common	124857202
VAC	Marriott Vacations Worldwide	27,992	$2.568M	0.0%	$78.57	+8.5%	Common	57164Y107
—	Hertz Global Holdings	139,286	$2.524M	0.0%	$24.95	—	Common	42805T105
—	LifePoint Health	28,715	$2.497M	0.0%	$74.16	—	Common	53219L109
ROP	Roper Technologies	14,231	$2.454M	0.0%	$114.05	+42.4%	Common	776696106
UPS	United Parcel Service	25,272	$2.449M	0.0%	$57.39	+18.0%	Common	911312106
FRME	First Merchants	98,914	$2.443M	0.0%	$16.81	+3.6%	Common	320817109
—	Kellogg	38,879	$2.438M	0.0%	$38.72	+6.2%	Common	487836108
NNI	Nelnet	55,700	$2.412M	0.0%	$46.06	-4.6%	Common	64031N108
—	PharMerica	70,500	$2.348M	0.0%	$28.37	—	Common	71714F104
WSBC	WesBanco	67,700	$2.303M	0.0%	$32.52	+0.0%	Common	950810101
—	Triple-S Management	89,200	$2.289M	0.0%	$20.08	—	Common	896749108
—	Pinnacle Financial Partners	42,100	$2.289M	0.0%	$50.34	—	Common	72346Q104
—	Greatbatch	42,351	$2.284M	0.0%	$57.53	—	Common	39153L106
PB	Prosperity Bancshares	38,745	$2.237M	0.0%	$37.75	+7.0%	Common	743606105
—	Vonage Holdings	451,367	$2.216M	0.0%	$4.47	—	Common	92886T201
BBT	Berkshire Hills Bancorp	77,247	$2.2M	0.0%	$18.47	+10.5%	Common	084680107
—	Express	119,344	$2.161M	0.0%	$17.37	—	Common	30219E103
POR	Portland General Electric	65,100	$2.159M	0.0%	$25.26	-6.1%	Common	736508847
—	Belmond	172,212	$2.151M	0.0%	$11.81	—	Common	G1154H107
—	La Quinta Holdings	93,541	$2.137M	0.0%	$23.61	—	Common	50420D108
IPGP	IPG Photonics	24,847	$2.116M	0.0%	$71.02	+32.4%	Common	44980X109
—	General Motors Co Warrants	131,454	$2.11M	0.0%	$18.53	—	Common	37045V126
ADBE	Adobe Systems	26,022	$2.108M	0.0%	$49.82	+56.6%	Common	00724F101
—	Laclede Group	40,500	$2.108M	0.0%	$51.25	—	Common	505597104
WD	Walker & Dunlop	78,800	$2.107M	0.0%	$18.18	0.0%	Common	93148P102
—	Raytheon	21,984	$2.103M	0.0%	$72.06	—	Common	755111507
—	Integrated Device Technology	96,800	$2.101M	0.0%	$20.08	—	Common	458118106
—	First Defiance Financial	55,900	$2.098M	0.0%	$37.53	—	Common	32006W106
COST	Costco Wholesale	15,527	$2.097M	0.0%	$91.22	+31.8%	Common	22160K105
BA	Boeing	14,895	$2.066M	0.0%	$97.47	+32.2%	Common	097023105
—	Enersis ADR	130,265	$2.062M	0.0%	$16.16	—	ADR	29274F104
STBA	S&T Bancorp	69,100	$2.045M	0.0%	$28.63	-2.2%	Common	783859101
SANM	Sanmina	101,300	$2.042M	0.0%	$22.92	-4.7%	Common	801056102
—	Global Cash Access Holdings	262,300	$2.03M	0.0%	$7.63	—	Common	378967103
—	SpartanNash	62,300	$2.027M	0.0%	$31.69	—	Common	847215100
CATO	Cato	52,200	$2.023M	0.0%	$23.10	-7.0%	Common	149205106
MS	Morgan Stanley	51,809	$2.01M	0.0%	$18.20	+56.0%	Common	617446448
—	Health Net Inc/CA	31,206	$2.001M	0.0%	$60.48	—	Common	42222G108
SSP	EW Scripps	86,901	$1.986M	0.0%	$16.56	+6.6%	Common	811054402
—	Cooper Tire & Rubber	58,500	$1.979M	0.0%	$42.55	—	Common	216831107
—	Monsanto	18,557	$1.978M	0.0%	$101.11	—	Common	61166W101
—	Atlas Air Worldwide Holdings	35,800	$1.968M	0.0%	$48.72	—	Common	049164205
—	Nabors Industries	134,865	$1.946M	0.0%	$16.33	—	Common	G6359F103
RGP	Resources Connection	120,300	$1.936M	0.0%	$17.21	-5.0%	Common	76122Q105
—	Bancolombia ADR	44,895	$1.93M	0.0%	$56.53	—	ADR	05968L102
—	PrivateBancorp	48,446	$1.929M	0.0%	$22.45	—	Common	742962103
CMS	CMS Energy	59,567	$1.897M	0.0%	$22.04	+11.1%	Common	125896100
—	CAI International	91,800	$1.89M	0.0%	$24.43	—	Common	12477X106
—	Endurance Specialty Holdings	28,764	$1.89M	0.0%	$61.87	—	Common	G30397106
TGT	Target	22,860	$1.866M	0.0%	$44.85	+31.7%	Common	87612E106
—	Twenty-First Century Fox	56,518	$1.839M	0.0%	$33.38	—	Common	90130A101
—	Kraft Foods Group	21,550	$1.835M	0.0%	$55.50	—	Common	50076Q106
CRL	Charles River Laboratories International	25,991	$1.828M	0.0%	$48.33	+53.1%	Common	159864107
DHT	DHT Holdings	235,000	$1.826M	0.0%	$2.87	+21.7%	Common	Y2065G121
—	IHS	14,114	$1.815M	0.0%	$111.29	—	Common	451734107
—	Hewlett-Packard	60,299	$1.81M	0.0%	$25.52	—	Common	428236103
HCKT	Hackett Group	134,200	$1.802M	0.0%	$8.47	+28.1%	Common	404609109
MTZ	MasTec	90,602	$1.8M	0.0%	$30.75	-39.2%	Common	576323109
—	Yandex	118,000	$1.796M	0.0%	$27.19	—	Common	000980552
PWR	Quanta Services	62,251	$1.794M	0.0%	$30.14	-4.8%	Common	74762E102
—	Neenah Paper	30,300	$1.786M	0.0%	$62.40	—	Common	640079109
DUK	Duke Energy	25,237	$1.782M	0.0%	$43.15	+12.9%	Common	26441C204
IDA	IDACORP	31,505	$1.769M	0.0%	$63.81	-6.7%	Common	451107106
—	Extended Stay America	93,502	$1.755M	0.0%	$21.35	—	Common	30224P200
PNC	PNC Financial Services Group	18,292	$1.75M	0.0%	$47.86	+41.4%	Common	693475105
—	Perry Ellis International	73,200	$1.74M	0.0%	$23.77	—	Common	288853104
ACCO	ACCO Brands	223,700	$1.738M	0.0%	$5.53	-0.9%	Common	00081T108
CCU	Cia Cervecerias Unidas ADR	81,947	$1.736M	0.0%	$24.81	—	ADR	204429104
SCCO	Southern Copper	58,954	$1.734M	0.0%	$19.89	+1.9%	Common	84265V105
—	Symetra Financial	71,100	$1.718M	0.0%	$23.49	—	Common	87151Q106
KLIC	Kulicke & Soffa Industries	145,831	$1.708M	0.0%	$13.15	-7.8%	Common	501242101
—	Sykes Enterprises	69,500	$1.685M	0.0%	$24.82	—	Common	871237103
NEE	NextEra Energy	17,111	$1.677M	0.0%	$14.74	+30.8%	Common	65339F101
BK	Bank of New York Mellon	39,923	$1.676M	0.0%	$21.95	+48.8%	Common	064058100
—	Denny's	143,200	$1.663M	0.0%	$11.61	—	Common	24869P104
—	Rockwell Collins	17,785	$1.642M	0.0%	$69.83	—	Common	774341101
TPC	Tutor Perini	75,900	$1.638M	0.0%	$23.47	-2.7%	Common	901109108
CRAI	CRA International	58,064	$1.618M	0.0%	$26.46	-3.5%	Common	12618T105
WBS	Webster Financial	40,200	$1.59M	0.0%	$33.59	+12.3%	Common	947890109
EMBJ	Embraer ADR	52,125	$1.579M	0.0%	$35.10	—	ADR	29082A107
KFY	Korn/Ferry International	45,400	$1.579M	0.0%	$26.30	+7.9%	Common	500643200
CATY	Cathay General Bancorp	48,400	$1.571M	0.0%	$18.68	+17.1%	Common	149150104
FDP	Fresh Del Monte Produce	40,500	$1.566M	0.0%	$28.62	+10.7%	Common	G36738105
CRM	Salesforce.com	22,311	$1.554M	0.0%	$47.62	+47.8%	Common	79466L302
UCB	United Community Banks Inc/GA	74,400	$1.553M	0.0%	$19.22	0.0%	Common	90984P303
—	Brocade Communications Systems	129,400	$1.537M	0.0%	$11.86	—	Common	111621306
—	MainSource Financial Group	69,421	$1.524M	0.0%	$20.43	—	Common	56062Y102
D	Dominion Resources	22,715	$1.519M	0.0%	$36.21	+23.1%	Common	25746U109
—	Precision Castparts	7,517	$1.502M	0.0%	$238.58	—	Common	740189105
—	Barrick Gold	140,103	$1.493M	0.0%	$13.22	—	Common	067901108
—	SUPERVALU	183,396	$1.484M	0.0%	$11.28	—	Common	868536103
—	A Schulman	33,300	$1.456M	0.0%	$48.03	—	Common	808194104
—	Mentor Graphics	55,008	$1.454M	0.0%	$24.03	—	Common	587200106
—	Aircastle	63,781	$1.446M	0.0%	$22.47	—	Common	G0129K104
ITW	Illinois Tool Works	15,662	$1.438M	0.0%	$51.58	+43.4%	Common	452308109
WMB	Williams Cos	24,898	$1.429M	0.0%	$19.34	+45.1%	Common	969457100
—	China Biologic Products	12,300	$1.416M	0.0%	$95.51	—	Common	16938C106
ZEUS	Olympic Steel	81,000	$1.413M	0.0%	$16.44	0.0%	Common	68162K106
NWS	News	97,300	$1.386M	0.0%	$13.34	0.0%	Common	65249B208
REGN	Regeneron Pharmaceuticals	2,711	$1.383M	0.0%	$246.75	+96.9%	Common	75886F107
—	Cytec Industries	22,686	$1.373M	0.0%	$68.60	—	Common	232820100
BHE	Benchmark Electronics	63,000	$1.372M	0.0%	$19.82	-0.8%	Common	08160H101
ADP	Automatic Data Processing	17,060	$1.369M	0.0%	$47.47	+42.4%	Common	053015103
PIPR	Piper Jaffray Cos	31,253	$1.364M	0.0%	$53.77	-7.2%	Common	724078100
NFLX	Netflix	2,068	$1.359M	0.0%	$4.16	+101.3%	Common	64110L106
SCHW	Charles Schwab	41,234	$1.346M	0.0%	$17.25	+60.8%	Common	808513105
CNXN	PC Connection	54,200	$1.341M	0.0%	$21.85	+2.7%	Common	69318J100
WKC	World Fuel Services	27,800	$1.333M	0.0%	$51.94	+0.7%	Common	981475106
—	Sanderson Farms	17,572	$1.321M	0.0%	$79.23	—	Common	800013104
—	ADT	39,272	$1.318M	0.0%	$35.66	—	Common	00101J106
—	Meritor	100,100	$1.313M	0.0%	$12.62	—	Common	59001K100
—	Trinseo	48,600	$1.304M	0.0%	$26.83	—	Common	105778848
MYRG	MYR Group	42,100	$1.303M	0.0%	$30.06	0.0%	Common	55405W104
DVA	DaVita HealthCare Partners	16,298	$1.295M	0.0%	$70.07	+17.2%	Common	23918K108
SAIC	Science Applications International	24,500	$1.295M	0.0%	$52.31	-0.1%	Common	808625107
—	CIT Group	27,658	$1.286M	0.0%	$46.06	—	Common	125581801
—	Aspen Insurance Holdings	26,775	$1.283M	0.0%	$47.28	—	Common	G05384105
—	Core-Mark Holding	21,600	$1.28M	0.0%	$64.14	—	Common	218681104
TER	Teradyne	66,154	$1.276M	0.0%	$18.64	0.0%	Common	880770102
—	Yahoo!	32,266	$1.268M	0.0%	$25.11	—	Common	984332106
SCI	Service Corp International/US	42,791	$1.259M	0.0%	$23.00	+23.3%	Common	817565104
—	Varian Medical Systems	14,916	$1.258M	0.0%	$69.63	—	Common	92220P105
—	First Busey	191,528	$1.258M	0.0%	$6.69	—	Common	319383105
PPG	PPG Industries	10,936	$1.255M	0.0%	$78.80	+19.8%	Common	693506107
—	Almost Family	31,100	$1.241M	0.0%	$44.01	—	Common	020409108
—	QLogic	87,200	$1.237M	0.0%	$14.72	—	Common	747277101
CPA	Copa Holdings	14,932	$1.233M	0.0%	$84.31	-18.1%	Common	P31076105
—	DENTSPLY International	23,750	$1.224M	0.0%	$44.65	—	Common	249030107
WU	Western Union	59,947	$1.219M	0.0%	$17.34	—	Common	959802109
—	Mindray Medical International ADR	42,742	$1.218M	0.0%	$28.64	—	ADR	602675100
AEO	American Eagle Outfitters	70,144	$1.208M	0.0%	$11.40	+9.8%	Common	02553E106
—	Johnson Controls	24,289	$1.203M	0.0%	$37.54	—	Common	478366107
—	Sciclone Pharmaceuticals	122,300	$1.201M	0.0%	$8.89	—	Common	80862K104
—	Computer Sciences	18,215	$1.196M	0.0%	$60.35	—	Common	205363104
STT	State Street	15,390	$1.185M	0.0%	$46.18	+24.8%	Common	857477103
MRSH	Marsh & McLennan Cos	20,358	$1.154M	0.0%	$33.67	+42.8%	Common	571748102
TRMB	Trimble Navigation	49,149	$1.153M	0.0%	$29.17	-16.2%	Common	896239100
CME	CME Group	12,184	$1.134M	0.0%	$42.27	+45.7%	Common	12572Q105
—	Avago Technologies	8,400	$1.117M	0.0%	$52.27	—	Common	999900624
BSAC	Banco Santander Chile ADR	54,758	$1.109M	0.0%	$23.32	—	ADR	05965X109
—	Motors Liquidation Co GUC Trust	57,584	$1.108M	0.0%	$30.70	—	Common	62010U101
—	Aon	11,033	$1.1M	0.0%	$70.78	—	Common	00B5BT0K0
AAL	American Airlines Group	27,353	$1.092M	0.0%	$44.74	-3.1%	Common	02376R102
AMKR	Amkor Technology	182,400	$1.091M	0.0%	$7.55	-11.0%	Common	031652100
INTU	Intuit	10,724	$1.081M	0.0%	$61.69	+52.0%	Common	461202103
—	K12	84,600	$1.07M	0.0%	$15.21	—	Common	48273U102
—	BB&T	26,393	$1.064M	0.0%	$34.56	—	Common	054937107
VRTX	Vertex Pharmaceuticals	8,601	$1.062M	0.0%	$74.66	+68.7%	Common	92532F100
APD	Air Products & Chemicals	7,702	$1.054M	0.0%	$63.74	+64.6%	Common	009158106
—	DigitalGlobe	37,852	$1.052M	0.0%	$29.84	—	Common	25389M877
VSH	Vishay Intertechnology	88,888	$1.038M	0.0%	$10.89	-3.7%	Common	928298108
—	Babcock & Wilcox	30,700	$1.007M	0.0%	$28.24	—	Common	05615F102
AEIS	Advanced Energy Industries	36,548	$1.005M	0.0%	$19.78	+34.6%	Common	007973100
ICE	Intercontinental Exchange	4,494	$1.005M	0.0%	$36.03	+12.4%	Common	45866F104
CENTA	Central Garden & Pet	87,200	$995K	0.0%	$8.03	+3.0%	Common	153527205
VFC	VF	14,145	$986K	0.0%	$52.35	+29.2%	Common	918204108
—	Reynolds American	13,162	$983K	0.0%	$55.56	—	Common	761713106
—	Monster Worldwide	148,400	$971K	0.0%	$6.35	—	Common	611742107
—	Inteliquent	52,600	$968K	0.0%	$15.84	—	Common	45825N107
CMC	Commercial Metals	60,007	$965K	0.0%	$13.11	0.0%	Common	201723103
—	VimpelCom ADR	194,239	$965K	0.0%	$10.06	—	ADR	92719A106
FNF	FNF	25,922	$959K	0.0%	$12.86	+34.5%	Common	31620R303
HCSG	Healthcare Services Group	28,881	$955K	0.0%	$25.67	+22.7%	Common	421906108
VECO	Veeco Instruments	33,238	$955K	0.0%	$34.87	-12.0%	Common	922417100
—	McGraw Hill Financial	9,467	$951K	0.0%	$59.14	—	Common	580645109
—	Stage Stores	54,262	$951K	0.0%	$21.87	—	Common	85254C305
BDX	Becton Dickinson and	6,698	$949K	0.0%	$87.27	+34.5%	Common	075887109
HUM	Humana	4,946	$946K	0.0%	$82.68	+106.7%	Common	444859102
MRCY	Mercury Systems	64,200	$940K	0.0%	$15.74	-7.7%	Common	589378108
—	Brookline Bancorp	83,100	$938K	0.0%	$11.29	—	Common	11373M107
—	Celestica	80,000	$931K	0.0%	$11.13	—	Common	15101Q108
BSX	Boston Scientific	52,598	$931K	0.0%	$10.33	+73.0%	Common	101137107
—	Ascena Retail Group	55,810	$930K	0.0%	$14.40	—	Common	04351G101
—	Kindred Healthcare	45,700	$927K	0.0%	$23.79	—	Common	494580103
DG	Dollar General	11,859	$922K	0.0%	$49.22	+33.8%	Common	256677105
SSL	Sasol ADR	24,811	$919K	0.0%	$47.70	—	ADR	803866300
ASYS	Amtech Systems	88,017	$914K	0.0%	$7.95	+39.5%	Common	032332504
—	TreeHouse Foods	11,200	$908K	0.0%	$81.07	—	Common	89469A104
M	Macy's	13,433	$906K	0.0%	$49.83	+35.6%	Common	55616P104
—	Orbotech	42,300	$880K	0.0%	$20.80	—	Common	001082338
ZTS	Zoetis	18,216	$878K	0.0%	$29.27	+50.2%	Common	98978V103
MATV	Schweitzer-Mauduit International	22,000	$877K	0.0%	$25.77	-1.2%	Common	808541106
SYY	Sysco	24,250	$875K	0.0%	$25.32	+11.7%	Common	871829107
VSEC	VSE	16,100	$862K	0.0%	$34.90	-12.3%	Common	918284100
ANIK	Anika Therapeutics	25,800	$852K	0.0%	$37.30	-4.4%	Common	035255108
PBF	PBF Energy	29,871	$849K	0.0%	$28.90	-2.6%	Common	69318G106
FISV	Fiserv	10,205	$845K	0.0%	$27.53	+46.1%	Common	337738108
—	Multi-Color	13,000	$830K	0.0%	$69.15	—	Common	625383104
—	Dynegy	27,600	$807K	0.0%	$31.43	—	Common	26817R108
ALK	Alaska Air Group	12,500	$805K	0.0%	$35.76	+65.5%	Common	011659109
—	AVG Technologies	29,550	$804K	0.0%	$20.13	—	Common	001006066
REX	REX American Resources	12,600	$802K	0.0%	$9.64	+9.3%	Common	761624105
—	Chubb	8,389	$798K	0.0%	$89.51	—	Common	171232101
—	Spectra Energy	24,399	$795K	0.0%	$34.93	—	Common	847560109
NUS	Nu Skin Enterprises	16,860	$795K	0.0%	$36.78	+3.7%	Common	67018T105
DIN	DineEquity	8,000	$793K	0.0%	$66.85	-6.0%	Common	254423106
AMCX	AMC Networks	9,670	$791K	0.0%	$64.10	+21.4%	Common	00164V103
SWKS	Skyworks Solutions	7,562	$787K	0.0%	$57.34	+42.4%	Common	83088M102
ROK	Rockwell Automation	6,107	$761K	0.0%	$76.26	+28.2%	Common	773903109
—	Perrigo Co	4,118	$761K	0.0%	$154.04	—	Common	00BGH1M56
—	Imperial Holdings	131,100	$759K	0.0%	$6.93	—	Common	452834104
MNST	Monster Beverage	5,658	$758K	0.0%	$22.33	0.0%	Common	61174X109
WM	Waste Management	16,302	$756K	0.0%	$31.08	+31.6%	Common	94106L109
CIG	Cia Energetica de Minas Gerais ADR	195,782	$746K	0.0%	$8.41	—	ADR	204409601
GTLS	Chart Industries	20,871	$746K	0.0%	$69.76	-47.5%	Common	16115Q308
PH	Parker-Hannifin	6,394	$744K	0.0%	$83.45	+21.6%	Common	701094104
SHW	Sherwin-Williams	2,693	$741K	0.0%	$53.88	+59.3%	Common	824348106
MU	Micron Technology	39,266	$740K	0.0%	$13.40	+94.1%	Common	595112103
—	National Oilwell Varco	15,306	$739K	0.0%	$72.21	—	Common	637071101
—	Hollysys Automation Technologies	30,700	$738K	0.0%	$18.58	—	Common	G45667105
—	CM Finance	54,200	$738K	0.0%	$13.28	—	Common	12574Q103
SRE	Sempra Energy	7,459	$738K	0.0%	$30.56	+23.8%	Common	816851109
—	Hess	10,882	$728K	0.0%	$73.45	—	Common	42809H107
—	TiVo	71,253	$723K	0.0%	$11.13	—	Common	888706108
—	Liberty Global	14,034	$711K	0.0%	$46.32	—	Common	00B8W67B1
TV	Grupo Televisa SAB ADR	18,100	$703K	0.0%	$30.46	—	ADR	40049J206
—	Pioneer Natural Resources	5,061	$702K	0.0%	$156.58	—	Common	723787107
NWE	NorthWestern	14,100	$687K	0.0%	$35.23	-5.2%	Common	668074305
—	Marathon Oil	25,889	$687K	0.0%	$34.72	—	Common	565849106
—	DST Systems	5,445	$686K	0.0%	$101.80	—	Common	233326107
FSTR	LB Foster	19,500	$675K	0.0%	$44.71	-10.0%	Common	350060109
ADI	Analog Devices	10,495	$674K	0.0%	$35.18	+48.6%	Common	032654105
NSIT	Insight Enterprises	22,400	$670K	0.0%	$25.88	+14.7%	Common	45765U103
—	Ocwen Financial	65,378	$667K	0.0%	$19.49	—	Common	675746309
—	ARRIS Group	21,800	$667K	0.0%	$29.58	—	Common	04270V106
QUAD	Quad/Graphics	35,800	$663K	0.0%	$22.10	-4.7%	Common	747301109
AME	AMETEK	12,077	$662K	0.0%	$40.01	+24.7%	Common	031100100
PAYX	Paychex	13,998	$656K	0.0%	$29.17	+21.5%	Common	704326107
—	Eros International	26,100	$656K	0.0%	$20.33	—	Common	00B86NL05
—	BGC Partners	74,600	$653K	0.0%	$9.42	—	Common	05541T101
AGO	Assured Guaranty	26,605	$638K	0.0%	$18.50	+25.4%	Common	G0585R106
PGR	Progressive	22,836	$636K	0.0%	$17.34	+15.8%	Common	743315103
ISRG	Intuitive Surgical	1,297	$628K	0.0%	$54.69	+2.3%	Common	46120E602
SWK	Stanley Black & Decker	5,909	$622K	0.0%	$58.16	+33.4%	Common	854502101
HIG	Hartford Financial Services Group	14,920	$620K	0.0%	$24.17	+37.8%	Common	416515104
IVZ	Invesco	16,521	$619K	0.0%	$20.20	+23.4%	Common	G491BT108
—	Starwood Hotels & Resorts Worldwide	7,601	$616K	0.0%	$76.84	—	Common	85590A401
—	Cerner	8,856	$612K	0.0%	$94.09	—	Common	156782104
HLX	Helix Energy Solutions Group	48,387	$611K	0.0%	$19.90	-20.8%	Common	42330P107
—	World Wrestling Entertainment	36,946	$610K	0.0%	$13.25	—	Common	98156Q108
FIS	Fidelity National Information Services	9,873	$610K	0.0%	$41.27	+29.2%	Common	31620M106
—	Tyco International	15,834	$609K	0.0%	$43.86	—	Common	00BQRQXQ9
ILMN	Illumina	2,790	$609K	0.0%	$84.10	+132.2%	Common	452327109
LNC	Lincoln National	10,194	$604K	0.0%	$26.68	+48.6%	Common	534187109
CMG	Chipotle Mexican Grill	998	$604K	0.0%	$8.21	+54.0%	Common	169656105
PFS	Provident Financial Services	31,500	$598K	0.0%	$11.06	+3.1%	Common	74386T105
FE	FirstEnergy	18,196	$592K	0.0%	$23.30	-3.7%	Common	337932107
—	Noble Energy	13,842	$591K	0.0%	$64.25	—	Common	655044105
NUE	Nucor	13,318	$587K	0.0%	$37.15	+0.2%	Common	670346105
FCX	Freeport-McMoRan	31,487	$586K	0.0%	$25.07	-26.3%	Common	35671D857
PFG	Principal Financial Group	11,311	$580K	0.0%	$29.23	+19.8%	Common	74251V102
UAA	Under Armour	6,943	$579K	0.0%	$30.01	+34.8%	Common	904311107
CPSS	Consumer Portfolio Services	91,800	$574K	0.0%	$6.70	-3.4%	Common	210502100
—	Aerojet Rocketdyne Holdings	27,834	$574K	0.0%	$20.62	—	Common	007800105
—	PetroChina ADR	5,147	$570K	0.0%	$109.75	—	ADR	71646E100
APH	Amphenol	9,711	$563K	0.0%	$10.08	+28.8%	Common	032095101
—	Citrix Systems	7,851	$551K	0.0%	$60.85	—	Common	177376100
DOV	Dover	7,831	$550K	0.0%	$47.28	+4.3%	Common	260003108
FAST	Fastenal	12,993	$548K	0.0%	$8.84	-10.2%	Common	311900104
—	Scorpio Bulkers	333,333	$543K	0.0%	$1.63	—	Common	Y7546A106
—	Delek US Holdings	14,717	$542K	0.0%	$28.52	—	Common	246647101
LUV	Southwest Airlines	16,224	$537K	0.0%	$16.30	+112.3%	Common	844741108
UHS	Universal Health Services	3,773	$536K	0.0%	$100.95	+18.7%	Common	913903100
NTRS	Northern Trust	6,973	$533K	0.0%	$40.60	+38.1%	Common	665859104
—	Nielsen	11,882	$532K	0.0%	$42.81	—	Common	000953847
—	Sigma-Aldrich	3,804	$530K	0.0%	$82.72	—	Common	826552101
CTRA	Cabot Oil & Gas	16,571	$523K	0.0%	$25.97	-6.8%	Common	127097103
WHR	Whirlpool	3,019	$522K	0.0%	$125.11	+50.1%	Common	963320106
—	Red Hat	6,849	$520K	0.0%	$53.22	—	Common	756577102
CLX	Clorox	4,964	$516K	0.0%	$60.67	+31.9%	Common	189054109
—	LinkedIn	2,488	$514K	0.0%	$184.21	—	Common	53578A108
SRCE	1st Source	15,000	$512K	0.0%	$32.20	—	Common	336901103
KEY	KeyCorp	34,082	$512K	0.0%	$7.30	+32.0%	Common	493267108
ES	Eversource Energy	11,146	$506K	0.0%	$36.21	-7.1%	Common	30040W108
—	Cablevision Systems	20,953	$502K	0.0%	$17.89	—	Common	12686C109
EW	Edwards Lifesciences	3,514	$500K	0.0%	$11.83	+90.7%	Common	28176E108
L	Loews	12,864	$495K	0.0%	$42.28	-8.6%	Common	540424108
—	SanDisk	8,463	$493K	0.0%	$63.70	—	Common	80004C101
—	Mallinckrodt	4,163	$490K	0.0%	$92.75	—	Common	00BBGT375
—	Cott	49,800	$487K	0.0%	$9.39	—	Common	22163N106
—	Xerox	45,497	$484K	0.0%	$9.99	—	Common	984121103
—	Pentair	7,026	$483K	0.0%	$72.12	—	Common	00BLS09M3
NI	NiSource	10,429	$475K	0.0%	$8.10	+56.7%	Common	65473P105
DGX	Quest Diagnostics	6,555	$475K	0.0%	$49.10	+21.6%	Common	74834L100
BRKR	Bruker	23,100	$471K	0.0%	$20.04	-3.2%	Common	116794108
BFH	Alliance Data Systems	1,615	$471K	0.0%	$159.30	+29.7%	Common	018581108
—	Pall	3,783	$471K	0.0%	$66.91	—	Common	696429307
HSY	Hershey	5,290	$470K	0.0%	$72.34	+1.0%	Common	427866108
EFX	Equifax	4,839	$470K	0.0%	$62.13	+41.9%	Common	294429105
—	Level 3 Communications	8,865	$467K	0.0%	$50.14	—	Common	52729N308
—	Hospira	5,236	$464K	0.0%	$52.73	—	Common	441060100
BF/B	Brown-Forman	4,612	$462K	0.0%	$23.97	+31.3%	Common	115637209
—	Omega Protein	33,500	$461K	0.0%	$13.69	—	Common	68210P107
—	Altera	8,969	$459K	0.0%	$32.93	—	Common	021441100
DLTR	Dollar Tree	5,770	$456K	0.0%	$55.09	+43.5%	Common	256746108
AKAM	Akamai Technologies	6,523	$455K	0.0%	$51.39	+44.4%	Common	00971T101
NTAP	NetApp	14,355	$453K	0.0%	$28.15	-6.1%	Common	64110D104
—	Liberty Global	8,364	$452K	0.0%	$54.79	—	Common	00B8W6766
AMG	Affiliated Managers Group	2,052	$449K	0.0%	$195.27	+10.2%	Common	008252108
CYH	Community Health Systems	6,988	$440K	0.0%	$36.08	+24.3%	Common	203668108
—	VWR	16,434	$439K	0.0%	$26.05	—	Common	91843L103
BMRN	BioMarin Pharmaceutical	3,177	$435K	0.0%	$72.45	+71.0%	Common	09061G101
A	Agilent Technologies	11,226	$433K	0.0%	$28.84	+32.1%	Common	00846U101
—	Limelight Networks	108,200	$426K	0.0%	$3.64	—	Common	53261M104
TRIP	TripAdvisor	4,863	$424K	0.0%	$65.07	+11.1%	Common	896945201
—	NeuStar	14,461	$422K	0.0%	$42.00	—	Common	64126X201
BALL	Ball	6,011	$422K	0.0%	$19.98	+62.0%	Common	058498106
UFI	Unifi	12,500	$419K	0.0%	$32.69	+4.6%	Common	904677200
EQT	EQT	5,117	$416K	0.0%	$40.27	+7.0%	Common	26884L109
PLOW	Douglas Dynamics	19,300	$415K	0.0%	$21.63	+0.4%	Common	25960R105
—	Multi-Fineline Electronix	18,900	$413K	0.0%	$18.37	—	Common	62541B101
—	Royal Caribbean Cruises	5,181	$408K	0.0%	$36.18	—	Common	000886286
WAT	Waters	3,169	$407K	0.0%	$105.98	+22.4%	Common	941848103
EXPE	Expedia	3,721	$407K	0.0%	$63.56	+53.8%	Common	30212P303
AGM	Federal Agricultural Mortgage	14,000	$407K	0.0%	$21.13	+6.8%	Common	313148306
—	Bunge	4,623	$406K	0.0%	$72.05	—	Common	G16962105
VMC	Vulcan Materials	4,812	$404K	0.0%	$54.33	+46.9%	Common	929160109
—	B/E Aerospace	7,201	$395K	0.0%	$84.91	—	Common	073302101
—	Nordstrom	5,308	$395K	0.0%	$67.91	—	Common	655664100
—	Juniper Networks	15,191	$395K	0.0%	$19.60	—	Common	48203R104
—	Hanesbrands	11,760	$392K	0.0%	$44.86	—	Common	410345102
—	Kansas City Southern	4,288	$391K	0.0%	$105.27	—	Common	485170302
DTE	DTE Energy	5,174	$386K	0.0%	$38.32	+22.2%	Common	233331107
MCHP	Microchip Technology	8,137	$386K	0.0%	$17.29	+13.4%	Common	595017104
LNG	Cheniere Energy	5,539	$384K	0.0%	$39.45	+90.0%	Common	16411R208
GPC	Genuine Parts	4,283	$383K	0.0%	$54.27	+24.8%	Common	372460105
—	Liberty Interactive Corp QVC	13,729	$381K	0.0%	$28.24	—	Common	53071M104
MKC	McCormick & Co	4,667	$378K	0.0%	$28.75	+10.6%	Common	579780206
—	Cimarex Energy	3,414	$377K	0.0%	$127.33	—	Common	171798101
LEN	Lennar	7,267	$371K	0.0%	$36.76	+13.6%	Common	526057104
BWA	BorgWarner	6,521	$371K	0.0%	$35.60	+27.6%	Common	099724106
—	Xilinx	8,375	$370K	0.0%	$41.56	—	Common	983919101
CHRW	CH Robinson Worldwide	5,837	$364K	0.0%	$43.10	+18.7%	Common	12541W209
—	CR Bard	2,135	$364K	0.0%	$125.58	—	Common	067383109
MSI	Motorola Solutions	6,305	$362K	0.0%	$47.93	+5.2%	Common	620076307
—	Keurig Green Mountain	4,660	$357K	0.0%	$110.78	—	Common	49271M100
INCY	Incyte	3,413	$356K	0.0%	$67.36	+53.7%	Common	45337C102
TSCO	Tractor Supply	3,951	$355K	0.0%	$11.16	+35.9%	Common	892356106
SNA	Snap-on	2,214	$353K	0.0%	$92.20	+30.7%	Common	833034101
—	FMC Technologies	8,446	$350K	0.0%	$49.95	—	Common	30249U101
—	Tiffany	3,803	$349K	0.0%	$90.32	—	Common	886547108
—	Scorpio Tankers	34,461	$348K	0.0%	$11.68	—	Common	Y7542C106
—	Harris	4,510	$347K	0.0%	$64.06	—	Common	413875105
—	Southwestern Energy	15,188	$345K	0.0%	$34.18	—	Common	845467109
MAT	Mattel	13,368	$343K	0.0%	$41.55	-36.6%	Common	577081102
—	Interpublic Group of Cos	17,750	$342K	0.0%	$12.12	+15.8%	Common	460690100
—	Discovery Communications	10,855	$337K	0.0%	$62.40	—	Common	25470F302
—	Staples	21,892	$335K	0.0%	$13.37	—	Common	855030102
HP	Helmerich & Payne	4,753	$335K	0.0%	$69.44	+6.4%	Common	423452101
—	Endo International	4,200	$335K	0.0%	$80.45	—	Common	00BJ3V905
GAP	Gap	8,754	$334K	0.0%	$26.07	+4.1%	Common	364760108
—	MeadWestvaco	7,060	$333K	0.0%	$42.86	—	Common	583334107
—	Telefonica Brasil ADR	23,831	$332K	0.0%	$22.15	—	ADR	87936R106
OKE	ONEOK	8,342	$329K	0.0%	$24.86	-7.9%	Common	682680103
—	Twitter	9,082	$329K	0.0%	$49.37	—	Common	90184L102
QRVO	Qorvo	4,100	$329K	0.0%	$73.83	+5.0%	Common	74736K101
NWL	Newell Rubbermaid	7,941	$326K	0.0%	$17.56	+50.3%	Common	651229106
TAP	Molson Coors Brewing	4,587	$320K	0.0%	$37.25	+53.9%	Common	60871R209
—	Coca-Cola Enterprises	7,366	$320K	0.0%	$37.20	—	Common	19122T109
NVDA	NVIDIA	15,800	$318K	0.0%	$0.33	+60.7%	Common	67066G104
MHK	Mohawk Industries	1,665	$318K	0.0%	$137.08	+34.9%	Common	608190104
—	CA	10,830	$317K	0.0%	$28.69	—	Common	12673P105
—	Surgutneftegas ADR	53,728	$316K	0.0%	$7.84	—	ADR	868861204
HBAN	Huntington Bancshares	27,481	$311K	0.0%	$5.57	+31.2%	Common	446150104
SEE	Sealed Air	6,027	$310K	0.0%	$22.27	+80.7%	Common	81211K100
WYNN	Wynn Resorts	3,092	$305K	0.0%	$110.11	-11.0%	Common	983134107
WEC	WEC Energy Group	6,750	$304K	0.0%	$33.96	0.0%	Common	92939U106
—	HollyFrontier	7,116	$304K	0.0%	$42.71	—	Common	436106108
NAVI	Navient	16,473	$300K	0.0%	$17.10	+14.5%	Common	63938C108
ADSK	Autodesk	5,954	$298K	0.0%	$37.55	+52.2%	Common	052769106
AEE	Ameren	7,879	$297K	0.0%	$23.32	+24.7%	Common	023608102
SJM	JM Smucker	2,742	$297K	0.0%	$72.95	+15.6%	Common	832696405
NRG	NRG Energy	12,864	$294K	0.0%	$21.62	-8.7%	Common	629377508
PVH	PVH	2,547	$293K	0.0%	$112.68	-5.2%	Common	693656100
—	Empresa Nacional de Electricidad ADR	7,067	$293K	0.0%	$44.03	—	ADR	29244T101
—	XL Group	7,813	$291K	0.0%	$31.62	—	Common	00B5LRLL2
CMA	Comerica	5,603	$288K	0.0%	$29.70	+9.7%	Common	200340107
RL	Ralph Lauren	2,168	$287K	0.0%	$137.59	-20.6%	Common	751212101
MAS	Masco	10,710	$286K	0.0%	$15.43	+31.1%	Common	574599106
FFIV	F5 Networks	2,368	$285K	0.0%	$88.64	+38.7%	Common	315616102
RRC	Range Resources	5,735	$283K	0.0%	$76.67	-25.6%	Common	75281A109
FLR	Fluor	5,278	$280K	0.0%	$59.75	-12.8%	Common	343412102
CBRE	CBRE Group	7,534	$279K	0.0%	$26.26	+44.6%	Common	12504L109
—	Avianca Holdings ADR	27,261	$279K	0.0%	$14.82	—	ADR	05367G100
—	Concho Resources	2,453	$279K	0.0%	$111.21	—	Common	20605P101
BBY	Best Buy	8,528	$278K	0.0%	$17.02	+42.2%	Common	086516101
GT	Goodyear Tire & Rubber	9,068	$273K	0.0%	$23.90	+24.3%	Common	382550101
—	Linear Technology	6,127	$271K	0.0%	$37.64	—	Common	535678106
CNP	CenterPoint Energy	14,248	$271K	0.0%	$15.31	-8.2%	Common	15189T107
EXPD	Expeditors International of Washington	5,861	$270K	0.0%	$32.41	+26.5%	Common	302130109
PHM	PulteGroup	13,359	$269K	0.0%	$17.32	+2.4%	Common	745867101
VRSN	VeriSign	4,361	$269K	0.0%	$50.25	+27.1%	Common	92343E102
—	E*TRADE Financial	8,860	$265K	0.0%	$24.79	—	Common	269246401
—	Hilton Worldwide Holdings	9,568	$264K	0.0%	$23.55	—	Common	43300A104
URI	United Rentals	3,005	$263K	0.0%	$100.90	-8.1%	Common	911363109
AES	AES	19,678	$261K	0.0%	$8.70	+4.0%	Common	00130H105
LEA	Lear	2,323	$261K	0.0%	$94.96	0.0%	Common	521865204
CPB	Campbell Soup	5,456	$260K	0.0%	$29.63	+13.3%	Common	134429109
IFF	International Flavors & Fragrances	2,383	$260K	0.0%	$68.00	+31.3%	Common	459506101
—	DISH Network	3,840	$260K	0.0%	$63.49	—	Common	25470M109
—	Pepco Holdings	9,601	$259K	0.0%	$24.77	—	Common	713291102
—	Twenty-First Century Fox	7,961	$257K	0.0%	$33.21	—	Common	90130A200
—	SBA Communications	2,179	$251K	0.0%	$82.73	—	Common	78388J106
—	Harman International Industries	2,083	$248K	0.0%	$101.28	—	Common	413086109
DRI	Darden Restaurants	3,412	$243K	0.0%	$30.84	+41.6%	Common	237194105
—	Splunk	3,474	$242K	0.0%	$69.66	—	Common	848637104
XYL	Xylem	6,493	$241K	0.0%	$24.56	+29.7%	Common	98419M100
FLS	Flowserve	4,555	$240K	0.0%	$44.07	+2.5%	Common	34354P105
MLM	Martin Marietta Materials	1,683	$238K	0.0%	$117.60	+14.1%	Common	573284106
MGM	MGM Resorts International	13,016	$238K	0.0%	$22.27	-13.9%	Common	552953101
CTAS	Cintas	2,811	$238K	0.0%	$11.93	+57.3%	Common	172908105
HAS	Hasbro	3,173	$237K	0.0%	$32.66	+54.2%	Common	418056107
LEG	Leggett & Platt	4,824	$235K	0.0%	$37.46	+24.7%	Common	524660107
—	Cameron International	4,482	$235K	0.0%	$61.00	—	Common	13342B105
ALNY	Alnylam Pharmaceuticals	1,921	$230K	0.0%	$119.50	0.0%	Common	02043Q107
PII	Polaris Industries	1,551	$230K	0.0%	$145.87	-1.4%	Common	731068102
VRSK	Verisk Analytics	3,167	$230K	0.0%	$59.21	+18.6%	Common	92345Y106
HRL	Hormel Foods	4,069	$229K	0.0%	$15.38	+43.0%	Common	440452100
AIZ	Assurant	3,419	$229K	0.0%	$47.12	+10.7%	Common	04621X108
PANW	Palo Alto Networks	1,308	$229K	0.0%	$18.43	+44.8%	Common	697435105
NWSA	News	15,496	$226K	0.0%	$14.42	-6.5%	Common	65249B109
NDAQ	NASDAQ OMX Group	4,580	$224K	0.0%	$8.66	+62.9%	Common	631103108
TGNA	Gannett	6,942	$223K	0.0%	$18.83	0.0%	Common	87901J105
CINF	Cincinnati Financial	4,373	$219K	0.0%	$33.72	+13.4%	Common	172062101
JBHT	JB Hunt Transport Services	2,667	$219K	0.0%	$71.22	+10.4%	Common	445658107
MUR	Murphy Oil	5,231	$217K	0.0%	$34.79	-12.7%	Common	626717102
RMD	ResMed	3,806	$215K	0.0%	$47.96	+15.4%	Common	761152107
—	Ensco	9,563	$213K	0.0%	$44.88	—	Common	00B4VLR19
FMC	FMC	4,027	$212K	0.0%	$45.75	-14.6%	Common	302491303
—	Leucadia National	8,642	$210K	0.0%	$27.08	—	Common	527288104
CNC	Centene	2,557	$206K	0.0%	$35.91	0.0%	Common	15135B101
—	Grupo Financiero Santander Mexico ADR	22,142	$203K	0.0%	$10.21	—	ADR	40053C105
—	Halyard Health	4,978	$202K	0.0%	$45.27	—	Common	40650V100
—	Weatherford International	16,405	$201K	0.0%	$22.99	—	Common	00BLNN369
AVY	Avery Dennison	3,298	$201K	0.0%	$36.27	+31.4%	Common	053611109
ACGL	Arch Capital Group	3,000	$201K	0.0%	$18.39	+9.7%	Common	G0450A105
—	TD Ameritrade Holding	5,334	$196K	0.0%	$31.64	—	Common	87236Y108
AAP	Advance Auto Parts	1,231	$196K	0.0%	$92.68	+44.2%	Common	00751Y106
—	Envision Healthcare Holdings	4,969	$196K	0.0%	$39.44	—	Common	29413U103
BDORY	Banco do Brasil ADR	25,201	$196K	0.0%	$10.22	—	ADR	059578104
—	Airgas	1,850	$196K	0.0%	$106.31	—	Common	009363102
ULTA	Ulta Salon Cosmetics & Fragrance	1,264	$195K	0.0%	$99.40	+54.6%	Common	90384S303
—	Jazz Pharmaceuticals	1,100	$194K	0.0%	$163.64	—	Common	00B4Q5ZN4
CE	Celanese	2,699	$194K	0.0%	$46.02	+18.0%	Common	150870103
—	Towers Watson	1,544	$194K	0.0%	$105.30	—	Common	891894107
—	Legg Mason	3,755	$193K	0.0%	$44.29	—	Common	524901105
—	Family Dollar Stores	2,429	$191K	0.0%	$68.28	—	Common	307000109
CFG	Citizens Financial Group	6,902	$188K	0.0%	$18.14	0.0%	Common	174610105
AYI	Acuity Brands	1,037	$187K	0.0%	$169.64	0.0%	Common	00508Y102
—	WhiteWave Foods	3,808	$186K	0.0%	$48.84	—	Common	966244105
LULU	Lululemon Athletica	2,828	$185K	0.0%	$57.48	+13.1%	Common	550021109
—	CDK Global	3,400	$184K	0.0%	$54.12	—	Common	12508E101
SYF	Synchrony Financial	5,579	$184K	0.0%	$24.51	+4.0%	Common	87165B103
JLL	Jones Lang LaSalle	1,074	$184K	0.0%	$160.40	+2.6%	Common	48020Q107
FBIN	Fortune Brands Home & Security	3,977	$182K	0.0%	$33.63	0.0%	Common	34964C106
AXTA	Axalta Coating Systems	5,502	$182K	0.0%	$33.02	0.0%	Common	G0750C108
—	Garmin	4,100	$180K	0.0%	$48.99	—	Common	011440532
IT	Gartner	2,099	$180K	0.0%	$85.73	0.0%	Common	366651107
AJG	Arthur J Gallagher	3,795	$180K	0.0%	$39.66	0.0%	Common	363576109
—	FleetCor Technologies	1,149	$179K	0.0%	$133.98	—	Common	339041105
UGP	Ultrapar Participacoes ADR	8,500	$179K	0.0%	$20.76	—	ADR	90400P101
—	SunEdison	5,964	$178K	0.0%	$29.85	—	Common	86732Y109
—	Rite Aid	21,285	$178K	0.0%	$8.36	—	Common	767754104
—	WABCO Holdings	1,442	$178K	0.0%	$123.44	—	Common	92927K102
UTHR	United Therapeutics	1,018	$177K	0.0%	$179.89	0.0%	Common	91307C102
GPN	Global Payments	1,715	$177K	0.0%	$23.35	+108.7%	Common	37940X102
—	Charter Communications	995	$170K	0.0%	$160.16	—	Common	16117M305
BANR	Banner	3,546	$170K	0.0%	$31.42	+3.1%	Common	06652V208
WDAY	Workday	2,183	$167K	0.0%	$84.88	+0.2%	Common	98138H101
—	Jacobs Engineering Group	4,091	$166K	0.0%	$60.25	—	Common	469814107
PKG	Packaging Corp of America	2,627	$164K	0.0%	$53.17	-3.9%	Common	695156109
—	CONSOL Energy	7,550	$164K	0.0%	$27.41	—	Common	20854P109
—	Sensata Technologies Holding	3,094	$163K	0.0%	$46.32	—	Common	000932490
—	Sirius XM Holdings	43,270	$161K	0.0%	$3.49	—	Common	82968B103
CASY	Casey's General Stores	1,657	$159K	0.0%	$82.29	0.0%	Common	147528103
—	Valspar	1,925	$158K	0.0%	$77.98	—	Common	920355104
HUN	Huntsman	7,022	$155K	0.0%	$22.49	+0.6%	Common	447011107
—	Alkermes	2,400	$154K	0.0%	$60.83	—	Common	00B56GVS1
ALLY	Ally Financial	6,811	$153K	0.0%	$18.25	-7.7%	Common	02005N100
—	Activision Blizzard	6,304	$153K	0.0%	$16.75	—	Common	00507V109
—	Ryland Group	3,287	$152K	0.0%	$47.33	—	Common	783764103
—	Cooper Cos	852	$152K	0.0%	$161.97	—	Common	216648402
GME	GameStop	3,536	$152K	0.0%	$6.59	+17.5%	Common	36467W109
—	Meredith	2,868	$150K	0.0%	$52.30	—	Common	589433101
PNW	Pinnacle West Capital	2,627	$149K	0.0%	$35.24	+12.8%	Common	723484101
—	Medivation	1,304	$149K	0.0%	$99.69	—	Common	58501N101
WAB	Wabtec Corp/DE	1,581	$149K	0.0%	$79.15	+16.8%	Common	929740108
VOYA	Voya Financial	3,154	$147K	0.0%	$33.96	+18.8%	Common	929089100
MTD	Mettler-Toledo International	428	$146K	0.0%	$244.80	+34.5%	Common	592688105
BR	Broadridge Financial Solutions	2,892	$145K	0.0%	$43.18	+2.3%	ADR	11133T103
CMP	Compass Minerals International	1,754	$144K	0.0%	$63.39	0.0%	Common	20451N101
WRB	WR Berkley	2,779	$144K	0.0%	$10.69	+10.2%	Common	084423102
ALV	Autoliv	1,231	$144K	0.0%	$57.09	+20.5%	Common	052800109
—	Polycom	12,389	$142K	0.0%	$11.46	—	Common	73172K104
WNC	Wabash National	11,251	$141K	0.0%	$11.58	0.0%	Common	929566107
—	ALLETE	3,023	$140K	0.0%	$47.70	—	Common	018522300
JBL	Jabil Circuit	6,589	$140K	0.0%	$21.59	0.0%	Common	466313103
—	Rock-Tenn	2,308	$139K	0.0%	$49.99	—	Common	772739207
—	Western Refining	3,187	$139K	0.0%	$43.61	—	Common	959319104
EBS	Emergent Biosolutions	4,200	$138K	0.0%	$31.00	0.0%	Common	29089Q105
—	athenahealth	1,200	$137K	0.0%	$114.17	—	Common	04685W103
PLCE	Children's Place	2,100	$137K	0.0%	$49.21	+32.1%	Common	168905107
TRGP	Targa Resources	1,520	$136K	0.0%	$58.18	0.0%	Common	87612G101
—	Wisconsin Energy	3,007	$135K	0.0%	$41.69	—	Common	976657106
—	Cepheid	2,196	$134K	0.0%	$58.59	—	Common	15670R107
MTX	Minerals Technologies	1,960	$134K	0.0%	$66.48	0.0%	Common	603158106
MGNX	MacroGenics	3,493	$133K	0.0%	$32.86	0.0%	Common	556099109
—	CPFL Energia ADR	10,881	$133K	0.0%	$12.63	—	ADR	126153105
WERN	Werner Enterprises	5,004	$131K	0.0%	$28.42	0.0%	Common	950755108
—	CEB	1,497	$130K	0.0%	$86.84	—	Common	125134106
HURN	Huron Consulting Group	1,848	$130K	0.0%	$65.50	0.0%	Common	447462102
—	Briggs & Stratton	6,718	$129K	0.0%	$19.93	—	Common	109043109
AN	AutoNation	2,056	$129K	0.0%	$54.32	+16.9%	Common	05329W102
—	Dun & Bradstreet	1,056	$129K	0.0%	$100.52	—	Common	26483E100
PAHC	Phibro Animal Health	3,300	$129K	0.0%	$34.49	0.0%	Common	71742Q106
AWK	American Water Works	2,625	$128K	0.0%	$39.36	+8.6%	Common	030420103
RJF	Raymond James Financial	2,142	$128K	0.0%	$29.62	+12.1%	Common	754730109
—	Spirit Aerosystems Holdings	2,308	$127K	0.0%	$55.03	—	Common	848574109
—	Team Health Holdings	1,941	$127K	0.0%	$61.51	—	Common	87817A107
NOW	ServiceNow	1,711	$127K	0.0%	$11.80	+30.8%	Common	81762P102
ZG	Zillow Group	1,459	$127K	0.0%	$33.04	-11.7%	Common	98954M101
JKHY	Jack Henry & Associates	1,928	$125K	0.0%	$57.79	+0.9%	Common	426281101
NVRI	Harsco	7,557	$125K	0.0%	$16.52	0.0%	Common	415864107
—	Discovery Communications	3,760	$125K	0.0%	$76.40	—	Common	25470F104
MMS	MAXIMUS	1,895	$125K	0.0%	$65.43	0.0%	Common	577933104
—	Frontier Communications	25,278	$125K	0.0%	$4.05	—	Common	35906A108
—	People's United Financial	7,642	$124K	0.0%	$15.01	—	Common	712704105
TREX	Trex	2,488	$123K	0.0%	$12.82	0.0%	Common	89531P105
WAFD	Washington Federal	5,251	$123K	0.0%	$16.39	0.0%	Common	938824109
EVR	Evercore Partners	2,285	$123K	0.0%	$40.21	+0.5%	Common	29977A105
CHD	Church & Dwight	1,515	$123K	0.0%	$27.16	+34.0%	Common	171340102
ARMK	Aramark	3,927	$122K	0.0%	$19.84	0.0%	Common	03852U106
—	New York Community Bancorp	6,632	$122K	0.0%	$15.83	—	Common	649445103
—	Infinity Property & Casualty	1,605	$122K	0.0%	$76.01	—	Common	45665Q103
HNI	HNI	2,391	$122K	0.0%	$51.61	0.0%	Common	404251100
—	Constant Contact	4,234	$122K	0.0%	$28.81	—	Common	210313102
RRX	Regal Beloit	1,673	$121K	0.0%	$74.91	+3.2%	Common	758750103
CWT	California Water Service	5,314	$121K	0.0%	$19.21	0.0%	Common	130788102
URBN	Urban Outfitters	3,459	$121K	0.0%	$35.81	+8.0%	Common	917047102
—	Chemical Financial	3,671	$121K	0.0%	$32.96	—	Common	163731102
ZUMZ	Zumiez	4,529	$121K	0.0%	$30.73	0.0%	Common	989817101
GWRE	Guidewire Software	2,273	$120K	0.0%	$51.50	0.0%	Common	40171V100
EG	Everest Re Group	660	$120K	0.0%	$127.32	+14.1%	Common	G3223R108
—	Convergys	4,722	$120K	0.0%	$25.41	—	Common	212485106
ZD	j2 Global	1,752	$119K	0.0%	$59.14	0.0%	Common	48123V102
—	Rackspace Hosting	3,172	$118K	0.0%	$46.66	—	Common	750086100
SATS	EchoStar	2,401	$117K	0.0%	$41.84	-2.2%	Common	278768106
—	Affymetrix	10,695	$117K	0.0%	$10.94	—	Common	00826T108
—	Sonic	4,041	$116K	0.0%	$28.71	—	Common	835451105
—	Qlik Technologies	3,309	$116K	0.0%	$35.06	—	Common	74733T105
POOL	Pool	1,660	$116K	0.0%	$59.39	+1.5%	Common	73278L105
BPOP	Popular	4,000	$115K	0.0%	$25.35	0.0%	Common	733174700
OC	Owens Corning	2,779	$115K	0.0%	$40.99	0.0%	Common	690742101
—	Willis Group Holdings	2,448	$115K	0.0%	$41.26	—	Common	00B4XGY11
—	Swift Transportation	5,064	$115K	0.0%	$22.71	—	Common	87074U101
AL	Air Lease	3,356	$114K	0.0%	$31.79	+1.7%	Common	00912X302
—	Aspen Technology	2,498	$114K	0.0%	$45.64	—	Common	045327103
—	Microsemi	3,263	$114K	0.0%	$34.94	—	Common	595137100
AWR	American States Water	3,011	$113K	0.0%	$31.34	0.0%	Common	029899101
MTSI	M/A-COM Technology Solutions Holdings	2,950	$113K	0.0%	$36.92	0.0%	Common	55405Y100
—	Akorn	2,585	$113K	0.0%	$45.69	—	Common	009728106
CGNX	Cognex	2,321	$112K	0.0%	$22.59	0.0%	Common	192422103
TOL	Toll Brothers	2,930	$112K	0.0%	$32.62	+14.8%	Common	889478103
MAN	Manpowergroup	1,249	$112K	0.0%	$75.22	+14.6%	Common	56418H100
DAN	Dana Holding	5,452	$112K	0.0%	$17.39	+0.3%	Common	235825205
GATX	GATX	2,093	$111K	0.0%	$44.70	-1.1%	Common	361448103
—	Patterson Cos	2,276	$111K	0.0%	$42.09	—	Common	703395103
DCH	American Axle & Manufacturing Holdings	5,327	$111K	0.0%	$24.36	-0.9%	Common	024061103
—	Freescale Semiconductor	2,768	$111K	0.0%	$40.10	—	Common	G3727Q101
WCC	WESCO International	1,623	$111K	0.0%	$68.21	+2.2%	Common	95082P105
CCK	Crown Holdings	2,081	$110K	0.0%	$40.25	+30.0%	Common	228368106
PBYI	Puma Biotechnology	926	$108K	0.0%	$181.09	0.0%	Common	74587V107
HOLX	Hologic	2,821	$107K	0.0%	$25.25	+38.6%	Common	436440101
—	Wilshire Bancorp	8,507	$107K	0.0%	$12.58	—	Common	97186T108
—	Ashland	875	$107K	0.0%	$108.57	—	Common	044209104
—	FLIR Systems	3,432	$106K	0.0%	$28.66	—	Common	302445101
—	Newfield Exploration	2,919	$105K	0.0%	$23.98	—	Common	651290108
CLH	Clean Harbors	1,958	$105K	0.0%	$55.82	0.0%	Common	184496107
CDW	CDW Corp/DE	3,068	$105K	0.0%	$28.84	+14.5%	Common	12514G108
—	Hudson City Bancorp	10,513	$104K	0.0%	$9.59	—	Common	443683107
NJR	New Jersey Resources	3,758	$104K	0.0%	$21.03	0.0%	Common	646025106
—	Isis Pharmaceuticals	1,800	$104K	0.0%	$63.89	—	Common	464330109
CHE	Chemed	797	$104K	0.0%	$118.43	0.0%	Common	16359R103
—	LifeLock	6,179	$101K	0.0%	$16.35	—	Common	53224V100
TYL	Tyler Technologies	772	$100K	0.0%	$124.21	0.0%	Common	902252105
TRN	Trinity Industries	3,729	$99,000	0.0%	$16.10	0.0%	Common	896522109
—	PartnerRe	766	$98,000	0.0%	$113.58	—	Common	G6852T105
—	Calpine	5,370	$97,000	0.0%	$21.86	—	Common	131347304
CBT	Cabot	2,561	$95,000	0.0%	$33.30	0.0%	Common	127055101
SFM	Sprouts Farmers Market	3,481	$94,000	0.0%	$30.70	0.0%	Common	85208M102
—	WPX Energy	7,628	$94,000	0.0%	$12.32	—	Common	98212B103
—	VMware	1,095	$94,000	0.0%	$94.06	—	Common	928563402
TKR	Timken	2,511	$92,000	0.0%	$39.87	0.0%	Common	887389104
—	Cencosud ADR	12,597	$91,000	0.0%	$7.17	—	ADR	15132H101
—	Allegion	1,445	$87,000	0.0%	$56.75	—	Common	00BFRT3W7
LPLA	LPL Financial Holdings	1,872	$87,000	0.0%	$43.25	0.0%	Common	50212V100
FCF	First Commonwealth Financial	8,921	$86,000	0.0%	$6.50	0.0%	Common	319829107
TMUS	T-Mobile US	2,206	$86,000	0.0%	$23.61	+46.6%	Common	872590104
—	Energen	1,258	$86,000	0.0%	$72.34	—	Common	29265N108
—	Realogy Holdings	1,814	$85,000	0.0%	$36.93	—	Common	75605Y106
THC	Tenet Healthcare	1,464	$85,000	0.0%	$44.77	+14.1%	Common	88033G407
BVN	Cia de Minas Buenaventura SAA ADR	8,000	$83,000	0.0%	$10.14	—	ADR	204448104
ZION	Zions Bancorporation	2,557	$81,000	0.0%	$26.15	+12.5%	Common	989701107
RVTY	PerkinElmer	1,531	$81,000	0.0%	$31.21	+61.5%	Common	714046109
KEYS	Keysight Technologies	2,520	$79,000	0.0%	$34.18	0.0%	Common	49338L103
—	Flextronics International	6,900	$78,000	0.0%	$10.29	—	Common	999900002
—	Transocean	4,713	$76,000	0.0%	$47.95	—	Common	004826551
—	Chicago Bridge & Iron Co	1,486	$74,000	0.0%	$87.48	—	Common	167250109
—	STERIS	1,141	$74,000	0.0%	$64.86	—	Common	859152100
ALB	Albemarle	1,321	$73,000	0.0%	$54.99	-6.9%	Common	012653101
—	FireEye	1,495	$73,000	0.0%	$31.44	—	Common	31816Q101
AVT	Avnet	1,744	$72,000	0.0%	$34.02	+2.1%	Common	053807103
—	Core Laboratories	635	$72,000	0.0%	$178.68	—	Common	000020038
BCH	Banco de Chile ADR	1,043	$69,000	0.0%	$66.16	—	ADR	059520106
—	Whiting Petroleum	2,061	$69,000	0.0%	$79.74	—	Common	966387102
GNW	Genworth Financial	9,059	$69,000	0.0%	$13.63	-41.5%	Common	37247D106
NCLH	Norwegian Cruise Line Holdings	1,100	$62,000	0.0%	$40.15	+33.9%	Common	G66721104
ARW	Arrow Electronics	1,085	$61,000	0.0%	$60.32	+0.7%	Common	042735100
—	Chemtura	2,171	$61,000	0.0%	$28.10	—	Common	163893209
—	Joy Global	1,662	$60,000	0.0%	$47.08	—	Common	481165108
WLK	Westlake Chemical	876	$60,000	0.0%	$76.69	-19.0%	Common	960413102
PBI	Pitney Bowes	2,849	$59,000	0.0%	$14.77	+52.6%	Common	724479100
—	Liberty Media	1,616	$58,000	0.0%	$47.03	—	Common	531229300
—	Sprint	12,791	$58,000	0.0%	$6.46	—	Common	85207U105
—	Continental Resources Inc/OK	1,330	$56,000	0.0%	$112.03	—	Common	212015101
—	Nuance Communications	3,118	$55,000	0.0%	$14.11	—	Common	67020Y100
FOSL	Fossil Group	800	$55,000	0.0%	$102.25	-24.0%	Common	34988V106
—	Vantiv	1,442	$55,000	0.0%	$33.98	—	Common	92210H105
—	Noble Corp	3,535	$54,000	0.0%	$27.81	—	Common	00BFG3KF2
—	Owens-Illinois	2,265	$52,000	0.0%	$27.42	—	Common	690768403
—	AGL Resources	1,097	$51,000	0.0%	$43.50	—	Common	001204106
—	Cia Paranaense de Energia ADR	4,600	$51,000	0.0%	$11.09	—	ADR	20441B407
DKS	Dick's Sporting Goods	972	$50,000	0.0%	$36.81	+12.7%	Common	253393102
—	TECO Energy	2,852	$50,000	0.0%	$17.20	—	Common	872375100
—	Gannett	3,471	$49,000	0.0%	$14.12	—	Common	36473H104
RNR	RenaissanceRe Holdings	468	$48,000	0.0%	$99.39	+3.7%	Common	G7496G103
UAL	United Continental Holdings	858	$45,000	0.0%	$55.38	+4.5%	Common	910047109
—	Eaton Vance	1,137	$44,000	0.0%	$41.34	—	Common	278265103
FSLR	First Solar	940	$44,000	0.0%	$44.50	+25.5%	Common	336433107
CBRL	Cracker Barrel Old Country Store	290	$43,000	0.0%	$88.76	0.0%	Common	22410J106
—	NetSuite	449	$41,000	0.0%	$109.13	—	Common	64118Q107
ATI	Allegheny Technologies	1,239	$37,000	0.0%	$26.04	+22.5%	Common	01741R102
R	Ryder System	411	$36,000	0.0%	$60.21	+56.8%	Common	783549108
AR	Antero Resources	899	$31,000	0.0%	$47.94	-17.2%	Common	03674X106
—	Liberty Media	808	$29,000	0.0%	$131.19	—	Common	531229102
—	Cobalt International Energy	2,974	$29,000	0.0%	$26.53	—	Common	19075F106
YPF	YPF ADR	1,000	$27,000	0.0%	$31.96	—	ADR	984245100
—	Safeway	8,330	$17,000	0.0%	$2.04	—	Common	786CVR209
—	Safeway	8,330	$17,000	0.0%	$2.04	—	Common	786CVR308
FANUY	FANUC ADR	391	$13,000	0.0%	$28.34	—	ADR	307305102
—	Huaneng Power International ADR	124	$7,000	0.0%	$38.33	—	ADR	443304100
TM	Toyota Motor ADR	7	$1,000	0.0%	$120.72	—	ADR	892331307
—	First Horizon National	182,824	$0	0.0%	—	—	Common	0