Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	1,431,793	$683M	2.2%	$13.16	+8.5%	COM	037833100
XOM	EXXON MOBIL CORP	7,211,266	$620M	2.0%	$53.69	+0.9%	COM	30231G102
EEM	ISHARES	14,300,000	$583M	1.8%	$39.09	—	MSCI EMG MKT ETF	464287234
CVX	CHEVRON CORP NEW	4,037,917	$491M	1.5%	$71.30	+2.5%	COM	166764100
—	GENERAL ELECTRIC CO	17,044,287	$407M	1.3%	$23.19	—	COM	369604103
PFE	PFIZER INC	14,066,402	$404M	1.3%	$16.43	-0.5%	COM	717081103
JNJ	JOHNSON & JOHNSON	4,614,004	$400M	1.3%	$59.66	+6.5%	COM	478160104
JPM	JPMORGAN CHASE & CO	7,178,057	$371M	1.2%	$36.24	+6.3%	COM	46625H100
T	AT&T INC	10,827,487	$366M	1.2%	$11.40	-3.9%	COM	00206R102
PEP	PEPSICO INC	4,317,630	$343M	1.1%	$56.04	+1.3%	COM	713448108
VZ	VERIZON COMMUNICATIONS INC	7,210,794	$336M	1.1%	$27.04	-3.4%	COM	92343V104
IBM	INTERNATIONAL BUSINESS MACHS	1,619,016	$300M	0.9%	$118.94	-6.2%	COM	459200101
LLY	LILLY ELI & CO	5,762,867	$290M	0.9%	$42.07	-2.6%	COM	532457108
—	GOOGLE INC	330,938	$290M	0.9%	$880.37	—	CL A	38259P508
TJX	TJX COS INC NEW	4,963,572	$280M	0.9%	$20.97	+7.4%	COM	872540109
COST	COSTCO WHSL CORP NEW	2,265,778	$261M	0.8%	$86.56	+5.9%	COM	22160K105
MSFT	MICROSOFT CORP	7,827,955	$261M	0.8%	$26.70	+1.1%	COM	594918104
KMB	KIMBERLY CLARK CORP	2,556,000	$241M	0.8%	$62.76	-2.7%	COM	494368103
MRK	MERCK & CO INC NEW	5,033,349	$240M	0.8%	$30.21	+2.5%	COM	58933Y105
PG	PROCTER & GAMBLE CO	3,133,192	$237M	0.7%	$55.00	+2.2%	COM	742718109
MCD	MCDONALDS CORP	2,421,640	$233M	0.7%	$71.80	-1.7%	COM	580135101
WDC	WESTERN DIGITAL CORP	3,658,973	$232M	0.7%	$35.69	+13.1%	COM	958102105
—	COMCAST CORP NEW	5,297,596	$230M	0.7%	$39.67	—	CL A SPL	20030N200
GIS	GENERAL MLS INC	4,794,399	$230M	0.7%	$32.13	+2.4%	COM	370334104
TRV	TRAVELERS COMPANIES INC	2,636,507	$223M	0.7%	$63.44	-1.0%	COM	89417E109
WFC	WELLS FARGO & CO NEW	5,364,135	$222M	0.7%	$27.36	+10.3%	COM	949746101
SO	SOUTHERN CO	5,173,933	$213M	0.7%	$26.44	-4.2%	COM	842587107
—	TIME WARNER INC	3,194,401	$210M	0.7%	$57.82	—	COM NEW	887317303
KO	COCA COLA CO	5,155,536	$195M	0.6%	$27.85	-3.9%	COM	191216100
—	TIME WARNER CABLE INC	1,723,789	$192M	0.6%	$112.48	—	COM	88732J207
TGT	TARGET CORP	2,950,820	$189M	0.6%	$47.71	-1.1%	COM	87612E106
—	CENTURYLINK INC	5,744,137	$180M	0.6%	$34.40	—	COM	156700106
IP	INTL PAPER CO	3,974,850	$178M	0.6%	$25.91	+3.7%	COM	460146103
UNP	UNION PAC CORP	1,118,482	$174M	0.5%	$57.06	+5.4%	COM	907818108
ABBV	ABBVIE INC	3,881,695	$174M	0.5%	$26.55	+2.3%	COM	00287Y109
—	UNITED TECHNOLOGIES CORP	1,539,939	$166M	0.5%	$92.94	—	COM	913017109
HON	HONEYWELL INTL INC	1,989,957	$165M	0.5%	$53.13	+8.2%	COM	438516106
DIS	DISNEY WALT CO	2,559,482	$165M	0.5%	$56.11	+1.5%	COM DISNEY	254687106
PCG	PG&E CORP	4,031,701	$165M	0.5%	$38.60	-4.2%	COM	69331C108
—	ACTAVIS INC	1,140,448	$164M	0.5%	$126.22	—	COM	00507K103
HD	HOME DEPOT INC	2,125,745	$161M	0.5%	$56.05	+3.2%	COM	437076102
BAC	BANK OF AMERICA CORPORATION	11,380,041	$157M	0.5%	$10.03	+12.0%	COM	060505104
PM	PHILIP MORRIS INTL INC	1,812,463	$157M	0.5%	$49.85	-5.0%	COM	718172109
C	CITIGROUP INC	3,188,338	$155M	0.5%	$35.76	+5.2%	COM NEW	172967424
QCOM	QUALCOMM INC	2,295,881	$155M	0.5%	$45.06	+3.3%	COM	747525103
OXY	OCCIDENTAL PETE CORP DEL	1,632,589	$153M	0.5%	$57.83	+2.4%	COM	674599105
AEP	AMERICAN ELEC PWR INC	3,519,728	$153M	0.5%	$30.24	-5.7%	COM	025537101
ORCL	ORACLE CORP	4,542,284	$151M	0.5%	$27.58	-1.9%	COM	68389X105
RY	ROYAL BK CDA MONTREAL QUE	2,324,398	$149M	0.5%	$59.71	+4.0%	COM	780087102
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,307,239	$148M	0.5%	$110.02	+4.9%	CL B NEW	084670702
ED	CONSOLIDATED EDISON INC	2,657,085	$147M	0.5%	$37.33	-2.6%	COM	209115104
COP	CONOCOPHILLIPS	2,032,101	$141M	0.4%	$39.96	+11.3%	COM	20825C104
NEM	NEWMONT MINING CORP	4,944,121	$139M	0.4%	$25.07	-9.8%	COM	651639106
—	CBS CORP NEW	2,514,698	$139M	0.4%	$48.87	—	CL B	124857202
AMGN	AMGEN INC	1,206,534	$135M	0.4%	$73.34	+5.0%	COM	031162100
—	DIRECTV	2,232,927	$133M	0.4%	$61.62	—	COM	25490A309
INTC	INTEL CORP	5,798,112	$133M	0.4%	$17.18	-1.6%	COM	458140100
HSY	HERSHEY CO	1,413,261	$131M	0.4%	$67.23	+3.6%	COM	427866108
BMO	BANK MONTREAL QUE	1,926,743	$129M	0.4%	$36.25	+4.7%	COM	063671101
ABT	ABBOTT LABS	3,833,861	$127M	0.4%	$28.85	-4.0%	COM	002824100
MU	MICRON TECHNOLOGY INC	7,259,250	$127M	0.4%	$10.81	+30.8%	COM	595112103
CSCO	CISCO SYS INC	5,325,639	$125M	0.4%	$15.24	+11.1%	COM	17275R102
CF	CF INDS HLDGS INC	588,210	$124M	0.4%	$26.73	+2.8%	COM	125269100
BIIB	BIOGEN IDEC INC	507,690	$122M	0.4%	$213.68	+4.7%	COM	09062X103
GS	GOLDMAN SACHS GROUP INC	766,956	$121M	0.4%	$120.06	+5.9%	COM	38141G104
AMZN	AMAZON COM INC	381,912	$119M	0.4%	$13.32	+11.9%	COM	023135106
—	WALGREEN CO	2,217,110	$119M	0.4%	$44.20	—	COM	931422109
—	TWENTY FIRST CENTY FOX INC	3,540,289	$119M	0.4%	$33.50	—	CL A	90130A101
SLB	SCHLUMBERGER LTD	1,337,765	$118M	0.4%	$52.90	+11.5%	COM	806857108
BMY	BRISTOL MYERS SQUIBB CO	2,544,036	$118M	0.4%	$28.67	+1.9%	COM	110122108
KR	KROGER CO	2,909,623	$117M	0.4%	$13.44	+13.3%	COM	501044101
—	CHUBB CORP	1,274,777	$114M	0.4%	$85.07	—	COM	171232101
—	FOREST LABS INC	2,656,329	$114M	0.4%	$41.00	—	COM	345838106
PPL	PPL CORP	3,719,791	$113M	0.4%	$16.38	+0.4%	COM	69351T106
—	SEAGATE TECHNOLOGY PLC	2,569,734	$112M	0.4%	$44.83	—	SHS	G7945M107
DTE	DTE ENERGY CO	1,676,120	$111M	0.3%	$38.29	-0.6%	COM	233331107
—	BLACKROCK INC	406,113	$110M	0.3%	$256.85	—	COM	09247X101
ADM	ARCHER DANIELS MIDLAND CO	2,961,385	$109M	0.3%	$24.42	+4.9%	COM	039483102
XEL	XCEL ENERGY INC	3,903,961	$108M	0.3%	$19.66	-2.8%	COM	98389B100
GILD	GILEAD SCIENCES INC	1,714,337	$108M	0.3%	$36.21	+14.7%	COM	375558103
—	E M C CORP MASS	4,184,592	$107M	0.3%	$23.62	—	COM	268648102
ITW	ILLINOIS TOOL WKS INC	1,390,643	$106M	0.3%	$49.85	+9.9%	COM	452308109
CMCSA	COMCAST CORP NEW	2,334,297	$105M	0.3%	$15.62	+5.9%	CL A	20030N101
—	REYNOLDS AMERICAN INC	2,154,788	$105M	0.3%	$48.37	—	COM	761713106
TXN	TEXAS INSTRS INC	2,551,530	$103M	0.3%	$25.31	+9.5%	COM	882508104
—	CIGNA CORPORATION	1,290,126	$99.16M	0.3%	$72.49	—	COM	125509109
V	VISA INC	510,109	$97.48M	0.3%	$40.02	+5.8%	COM CL A	92826C839
MDLZ	MONDELEZ INTL INC	3,099,706	$97.39M	0.3%	$23.16	+2.4%	CL A	609207105
TD	TORONTO DOMINION BK ONT	1,078,007	$97.26M	0.3%	$40.27	+5.5%	COM NEW	891160509
PAYX	PAYCHEX INC	2,378,691	$96.67M	0.3%	$26.36	+2.5%	COM	704326107
—	L BRANDS INC	1,581,954	$96.66M	0.3%	$49.25	—	COM	501797104
—	LORILLARD INC	2,111,944	$94.57M	0.3%	$43.81	—	COM	544147101
CME	CME GROUP INC	1,275,941	$94.27M	0.3%	$39.16	+13.0%	COM	12572Q105
DOV	DOVER CORP	1,045,870	$93.95M	0.3%	$39.99	+15.6%	COM	260003108
UPS	UNITED PARCEL SERVICE INC	1,013,304	$92.59M	0.3%	$55.38	+3.1%	CL B	911312106
—	DOMTAR CORP	1,163,877	$92.44M	0.3%	$66.50	—	COM NEW	257559203
COF	CAPITAL ONE FINL CORP	1,333,127	$91.64M	0.3%	$47.00	+14.8%	COM	14040H105
AGCO	AGCO CORP	1,506,012	$90.99M	0.3%	$41.52	+7.2%	COM	001084102
COR	AMERISOURCEBERGEN CORP	1,465,498	$89.54M	0.3%	$42.09	0.0%	COM	03073E105
—	ANNALY CAP MGMT INC	7,671,962	$88.84M	0.3%	$12.55	—	COM	035710409
ADP	AUTOMATIC DATA PROCESSING IN	1,223,247	$88.54M	0.3%	$45.22	+6.8%	COM	053015103
SU	SUNCOR ENERGY INC NEW	2,432,741	$87.17M	0.3%	$19.64	+11.1%	COM	867224107
MMM	3M CO	718,291	$85.77M	0.3%	$61.26	+7.7%	COM	88579Y101
BA	BOEING CO	723,668	$85.03M	0.3%	$80.37	+13.9%	COM	097023105
BNS	BANK N S HALIFAX	1,469,865	$84.37M	0.3%	$30.35	+0.5%	COM	064149107
—	WISCONSIN ENERGY CORP	2,086,528	$84.25M	0.3%	$40.90	—	COM	976657106
—	AMERICA MOVIL SAB DE CV	4,244,111	$84.08M	0.3%	$21.60	—	SPON ADR L SHS	02364W105
—	SAFEWAY INC	2,612,779	$83.58M	0.3%	$23.66	—	COM NEW	786514208
SLF	SUN LIFE FINL INC	2,594,352	$83.04M	0.3%	$28.45	+11.7%	COM	866796105
—	HEWLETT PACKARD CO	3,936,992	$82.6M	0.3%	$24.80	—	COM	428236103
META	FACEBOOK INC	1,640,333	$82.41M	0.3%	$25.44	+45.3%	CL A	30303M102
PEG	PUBLIC SVC ENTERPRISE GROUP	2,460,589	$81.03M	0.3%	$21.73	-2.1%	COM	744573106
CL	COLGATE PALMOLIVE CO	1,360,532	$80.68M	0.3%	$44.38	+0.4%	COM	194162103
DE	DEERE & CO	990,958	$80.65M	0.3%	$68.04	-3.1%	COM	244199105
CAT	CATERPILLAR INC DEL	963,769	$80.35M	0.3%	$61.55	+0.1%	COM	149123101
ORLY	O REILLY AUTOMOTIVE INC NEW	628,730	$80.22M	0.3%	$7.54	+8.5%	COM	67103H107
CVS	CVS CAREMARK CORPORATION	1,404,504	$79.71M	0.3%	$41.44	+3.2%	COM	126650100
—	VIACOM INC NEW	952,113	$79.58M	0.3%	$68.05	—	CL B	92553P201
UNH	UNITEDHEALTH GROUP INC	1,109,122	$79.42M	0.3%	$50.75	+15.5%	COM	91324P102
—	GOLDCORP INC NEW	3,043,814	$79.35M	0.3%	$24.76	—	COM	380956409
AXP	AMERICAN EXPRESS CO	1,049,482	$79.26M	0.3%	$59.62	+6.1%	COM	025816109
—	DISH NETWORK CORP	1,751,826	$78.85M	0.2%	$42.52	—	CL A	25470M109
F	FORD MTR CO DEL	4,603,659	$77.66M	0.2%	$7.61	+18.6%	COM PAR $0.01	345370860
EG	EVEREST RE GROUP LTD	530,235	$77.1M	0.2%	$99.86	+4.8%	COM	G3223R108
—	EXPRESS SCRIPTS HLDG CO	1,242,051	$76.73M	0.2%	$61.69	—	COM	30219G108
INTU	INTUIT	1,154,687	$76.57M	0.2%	$54.39	+6.9%	COM	461202103
—	BUNGE LIMITED	1,005,750	$76.35M	0.2%	$72.04	—	COM	G16962105
CSX	CSX CORP	2,955,832	$76.08M	0.2%	$6.66	+3.0%	COM	126408103
DUK	DUKE ENERGY CORP NEW	1,127,091	$75.27M	0.2%	$41.83	-2.4%	COM NEW	26441C204
—	YAMANA GOLD INC	7,136,956	$74.36M	0.2%	$9.64	—	COM	98462Y100
—	KRAFT FOODS GROUP INC	1,387,375	$72.75M	0.2%	$55.87	—	COM	50076Q106
NRG	NRG ENERGY INC	2,621,904	$71.66M	0.2%	$20.46	+0.9%	COM NEW	629377508
—	APACHE CORP	828,293	$70.52M	0.2%	$83.83	—	COM	037411105
MA	MASTERCARD INC	104,404	$70.24M	0.2%	$51.54	+13.1%	CL A	57636Q104
NKE	NIKE INC	959,081	$69.67M	0.2%	$26.53	+5.3%	CL B	654106103
USB	US BANCORP DEL	1,895,670	$69.34M	0.2%	$22.41	+8.6%	COM NEW	902973304
AIG	AMERICAN INTL GROUP INC	1,400,835	$68.12M	0.2%	$32.51	+10.8%	COM NEW	026874784
—	DU PONT E I DE NEMOURS & CO	1,155,462	$67.66M	0.2%	$52.50	—	COM	263534109
ILMN	ILLUMINA INC	830,316	$67.11M	0.2%	$64.01	+19.5%	COM	452327109
FCX	FREEPORT-MCMORAN COPPER & GO	2,006,730	$66.38M	0.2%	$24.45	+5.0%	COM	35671D857
—	BARRICK GOLD CORP	3,553,879	$66.3M	0.2%	$15.74	—	COM	067901108
SPG	SIMON PPTY GROUP INC NEW	445,434	$66.03M	0.2%	$88.80	-8.8%	COM	828806109
MCO	MOODYS CORP	936,093	$65.83M	0.2%	$53.10	+8.5%	COM	615369105
—	CELGENE CORP	425,677	$65.52M	0.2%	$116.91	—	COM	151020104
—	PETSMART INC	854,478	$65.16M	0.2%	$69.49	—	COM	716768106
—	VALEANT PHARMACEUTICALS INTL	621,069	$64.89M	0.2%	$85.96	—	COM	91911K102
—	MEDTRONIC INC	1,214,721	$64.68M	0.2%	$51.47	—	COM	585055106
MO	ALTRIA GROUP INC	1,874,842	$64.4M	0.2%	$16.28	-0.7%	COM	02209S103
EBAY	EBAY INC	1,139,927	$63.6M	0.2%	$20.18	-1.1%	COM	278642103
—	CIMAREX ENERGY CO	652,702	$62.92M	0.2%	$64.99	—	COM	171798101
ACGL	ARCH CAP GROUP LTD	1,162,334	$62.92M	0.2%	$16.63	+2.2%	ORD	G0450A105
SBUX	STARBUCKS CORP	815,170	$62.74M	0.2%	$24.37	+16.0%	COM	855244109
FNV	FRANCO NEVADA CORP	1,365,360	$62.07M	0.2%	$35.03	+5.1%	COM	351858105
—	SPRINT CORP	9,831,425	$61.05M	0.2%	$6.21	—	COM SER 1	85207U105
LOW	LOWES COS INC	1,268,993	$60.42M	0.2%	$32.16	+13.2%	COM	548661107
—	SCRIPPS NETWORKS INTERACT IN	772,051	$60.3M	0.2%	$73.01	—	CL A COM	811065101
PSX	PHILLIPS 66	1,020,128	$58.98M	0.2%	$40.44	-7.3%	COM	718546104
CHD	CHURCH & DWIGHT INC	956,141	$57.42M	0.2%	$26.17	-1.0%	COM	171340102
CM	CDN IMPERIAL BK OF COMMERCE	714,184	$57.02M	0.2%	$20.76	+0.9%	COM	136069101
CLX	CLOROX CO DEL	694,904	$56.79M	0.2%	$59.77	-0.7%	COM	189054109
—	MONSANTO CO NEW	543,439	$56.72M	0.2%	$98.80	—	COM	61166W101
RNR	RENAISSANCERE HOLDINGS LTD	619,613	$56.09M	0.2%	$88.52	-1.4%	COM	G7496G103
—	PARTNERRE LTD	607,688	$55.63M	0.2%	$90.60	—	COM	G6852T105
PH	PARKER HANNIFIN CORP	506,308	$55.05M	0.2%	$75.97	+10.3%	COM	701094104
—	ACE LTD	583,359	$54.58M	0.2%	$89.48	—	SHS	H0023R105
FMX	FOMENTO ECONOMICO MEXICANO S	548,500	$53.25M	0.2%	$102.46	—	SPON ADR UNITS	344419106
AXS	AXIS CAPITAL HOLDINGS LTD	1,222,411	$52.94M	0.2%	$31.49	+0.4%	SHS	G0692U109
ACN	ACCENTURE PLC IRELAND	704,449	$51.88M	0.2%	$63.81	-6.7%	SHS CLASS A	G1151C101
—	PRICELINE COM INC	50,036	$50.58M	0.2%	$827.13	—	COM NEW	741503403
—	MCGRAW HILL FINL INC	768,551	$50.41M	0.2%	$53.19	—	COM	580645109
EMR	EMERSON ELEC CO	778,566	$50.37M	0.2%	$40.02	+9.5%	COM	291011104
—	PRAXAIR INC	416,328	$50.05M	0.2%	$115.16	—	COM	74005P104
RMD	RESMED INC	946,519	$49.99M	0.2%	$40.75	+0.8%	COM	761152107
PPG	PPG INDS INC	293,104	$48.97M	0.2%	$59.61	+8.4%	COM	693506107
BB	BLACKBERRY LTD	6,078,487	$48.11M	0.2%	$9.71	0.0%	COM	09228F103
—	DOW CHEM CO	1,230,855	$47.27M	0.1%	$32.17	—	COM	260543103
MPC	MARATHON PETE CORP	731,373	$47.04M	0.1%	$27.55	-11.5%	COM	56585A102
—	ALLEGHANY CORP DEL	114,410	$46.87M	0.1%	$392.74	—	COM	017175100
EOG	EOG RES INC	273,332	$46.27M	0.1%	$46.52	+21.2%	COM	26875P101
AMAT	APPLIED MATLS INC	2,627,857	$46.09M	0.1%	$12.22	+10.8%	COM	038222105
—	ANADARKO PETE CORP	491,211	$45.68M	0.1%	$85.93	—	COM	032511107
CNI	CANADIAN NATL RY CO	449,239	$45.62M	0.1%	$39.40	+0.5%	COM	136375102
FDX	FEDEX CORP	398,820	$45.51M	0.1%	$81.95	+11.4%	COM	31428X106
MET	METLIFE INC	969,305	$45.51M	0.1%	$24.43	+17.9%	COM	59156R108
STT	STATE STR CORP	685,660	$45.08M	0.1%	$44.60	+10.4%	COM	857477103
DHR	DANAHER CORP DEL	642,672	$44.55M	0.1%	$25.01	+9.6%	COM	235851102
NTAP	NETAPP INC	1,022,249	$43.57M	0.1%	$26.74	+15.2%	COM	64110D104
PRU	PRUDENTIAL FINL INC	555,577	$43.32M	0.1%	$38.68	+21.6%	COM	744320102
MGA	MAGNA INTL INC	524,132	$43.32M	0.1%	$22.60	+24.2%	COM	559222401
BK	BANK NEW YORK MELLON CORP	1,431,135	$43.21M	0.1%	$21.22	+7.3%	COM	064058100
—	NOBLE ENERGY INC	639,175	$42.83M	0.1%	$60.04	—	COM	655044105
LYB	LYONDELLBASELL INDUSTRIES N	581,936	$42.62M	0.1%	$33.39	+10.7%	SHS - A -	N53745100
CPB	CAMPBELL SOUP CO	1,046,350	$42.6M	0.1%	$30.86	-0.7%	COM	134429109
—	AMERICAN CAPITAL AGENCY CORP	1,884,147	$42.52M	0.1%	$22.99	—	COM	02503X105
AMT	AMERICAN TOWER CORP NEW	572,782	$42.46M	0.1%	$59.51	-8.9%	COM	03027X100
MS	MORGAN STANLEY	1,562,266	$42.1M	0.1%	$17.33	+13.4%	COM NEW	617446448
AEM	AGNICO EAGLE MINES LTD	1,583,482	$42.02M	0.1%	$24.71	-6.7%	COM	008474108
—	IAC INTERACTIVECORP	768,367	$42.01M	0.1%	$47.56	—	COM PAR $.001	44919P508
AZO	AUTOZONE INC	98,753	$41.75M	0.1%	$407.86	+4.9%	COM	053332102
—	NATIONAL OILWELL VARCO INC	534,229	$41.73M	0.1%	$68.90	—	COM	637071101
—	KINDER MORGAN MANAGEMENT LLC	549,085	$41.16M	0.1%	$83.03	—	SHS	49455U100
HAL	HALLIBURTON CO	852,372	$41.04M	0.1%	$33.21	+12.4%	COM	406216101
CNQ	CANADIAN NAT RES LTD	1,301,557	$40.99M	0.1%	$8.76	+5.2%	COM	136385101
NVDA	NVIDIA CORP	2,629,603	$40.92M	0.1%	$0.32	+8.2%	COM	67066G104
LUV	SOUTHWEST AIRLS CO	2,808,960	$40.9M	0.1%	$11.88	+0.1%	COM	844741108
PNC	PNC FINL SVCS GROUP INC	557,954	$40.42M	0.1%	$47.34	+8.4%	COM	693475105
CVE	CENOVUS ENERGY INC	1,340,409	$40.09M	0.1%	$22.39	+0.9%	COM	15135U109
BAP	CREDICORP LTD	310,095	$39.84M	0.1%	$99.86	-10.5%	COM	G2519Y108
—	DISCOVER FINL SVCS	774,956	$39.17M	0.1%	$47.64	—	COM	254709108
ETR	ENTERGY CORP NEW	619,380	$39.14M	0.1%	$20.57	-2.3%	COM	29364G103
PNW	PINNACLE WEST CAP CORP	699,429	$38.29M	0.1%	$35.40	-2.4%	COM	723484101
BDX	BECTON DICKINSON & CO	382,035	$38.21M	0.1%	$78.11	+3.2%	COM	075887109
BCE	BCE INC	884,661	$37.89M	0.1%	$22.29	-7.2%	COM NEW	05534B760
—	MARATHON OIL CORP	1,084,690	$37.83M	0.1%	$34.58	—	COM	565849106
—	POTASH CORP SASK INC	1,200,747	$37.63M	0.1%	$38.03	—	COM	73755L107
—	JOHNSON CTLS INC	901,818	$37.42M	0.1%	$35.79	—	COM	478366107
—	TALISMAN ENERGY INC	3,243,080	$37.29M	0.1%	$11.37	—	COM	87425E103
WRB	BERKLEY W R CORP	870,015	$37.29M	0.1%	$9.58	-0.1%	COM	084423102
AIZ	ASSURANT INC	685,875	$37.11M	0.1%	$39.00	+9.0%	COM	04621X108
EC	ECOPETROL S A	805,973	$37.08M	0.1%	$42.23	—	SPONSORED ADS	279158109
AWK	AMERICAN WTR WKS CO INC NEW	889,781	$36.73M	0.1%	$32.05	+0.2%	COM	030420103
BAX	BAXTER INTL INC	557,087	$36.59M	0.1%	$30.42	+2.1%	COM	071813109
—	XEROX CORP	3,512,992	$36.15M	0.1%	$9.07	—	COM	984121103
ETN	EATON CORP PLC	522,021	$35.94M	0.1%	$46.59	+7.2%	SHS	G29183103
—	ENSCO PLC	668,144	$35.91M	0.1%	$58.12	—	SHS CLASS A	G3157S106
D	DOMINION RES INC VA NEW	572,996	$35.8M	0.1%	$34.53	+2.3%	COM	25746U109
NEE	NEXTERA ENERGY INC	438,771	$35.17M	0.1%	$14.15	+4.9%	COM	65339F101
YUM	YUM BRANDS INC	492,317	$35.15M	0.1%	$38.97	+5.2%	COM	988498101
SJM	SMUCKER J M CO	332,848	$34.96M	0.1%	$71.27	+6.3%	COM NEW	832696405
TMO	THERMO FISHER SCIENTIFIC INC	377,900	$34.82M	0.1%	$79.76	+8.8%	COM	883556102
GM	GENERAL MTRS CO	955,574	$34.37M	0.1%	$23.62	+13.2%	COM	37045V100
ZBH	ZIMMER HLDGS INC	413,234	$33.94M	0.1%	$68.19	+4.2%	COM	98956P102
—	PRECISION CASTPARTS CORP	148,585	$33.76M	0.1%	$226.01	—	COM	740189105
ENB	ENBRIDGE INC	797,226	$33.37M	0.1%	$23.28	-4.9%	COM	29250N105
—	TRANSCANADA CORP	747,535	$32.91M	0.1%	$42.92	—	COM	89353D107
GAP	GAP INC DEL	810,684	$32.65M	0.1%	$26.00	+9.9%	COM	364760108
—	LIBERTY MEDIA CORP DELAWARE	215,342	$31.69M	0.1%	$126.76	—	CL A	531229102
SYY	SYSCO CORP	994,483	$31.65M	0.1%	$24.40	-1.7%	COM	871829107
MFC	MANULIFE FINL CORP	1,902,980	$31.55M	0.1%	$15.16	+12.6%	COM	56501R106
AEE	AMEREN CORP	904,724	$31.52M	0.1%	$23.26	+0.3%	COM	023608102
SNPS	SYNOPSYS INC	830,361	$31.3M	0.1%	$35.81	+3.5%	COM	871607107
—	YAHOO INC	943,563	$31.29M	0.1%	$25.11	—	COM	984332106
—	COVIDIEN PLC	512,511	$31.23M	0.1%	$62.84	—	SHS	G2554F113
KMI	KINDER MORGAN INC DEL	869,278	$30.92M	0.1%	$20.66	-2.4%	COM	49456B101
—	WHOLE FOODS MKT INC	523,744	$30.64M	0.1%	$51.48	—	COM	966837106
KSS	KOHLS CORP	580,833	$30.06M	0.1%	$49.51	+5.5%	COM	500255104
LVS	LAS VEGAS SANDS CORP	451,909	$30.02M	0.1%	$38.99	+4.3%	COM	517834107
CRM	SALESFORCE COM INC	569,926	$29.59M	0.1%	$40.78	+10.0%	COM	79466L302
WYNN	WYNN RESORTS LTD	187,079	$29.56M	0.1%	$106.96	+5.9%	COM	983134107
—	FMC TECHNOLOGIES INC	529,396	$29.34M	0.1%	$55.68	—	COM	30249U101
AFL	AFLAC INC	473,032	$29.32M	0.1%	$20.11	+11.7%	COM	001055102
BWA	BORGWARNER INC	288,204	$29.22M	0.1%	$29.44	+19.7%	COM	099724106
—	VALE S A	2,017,000	$28.66M	0.1%	$12.16	—	ADR REPSTG PFD	91912E204
MSI	MOTOROLA SOLUTIONS INC	480,369	$28.52M	0.1%	$47.42	-1.4%	COM NEW	620076307
ECL	ECOLAB INC	288,306	$28.47M	0.1%	$73.48	+10.5%	COM	278865100
WY	WEYERHAEUSER CO	991,065	$28.37M	0.1%	$18.73	-5.8%	COM	962166104
MUR	MURPHY OIL CORP	469,591	$28.33M	0.1%	$34.50	+9.4%	COM	626717102
—	DELL INC	2,052,190	$28.26M	0.1%	$13.35	—	COM	24702R101
—	AETNA INC NEW	440,548	$28.2M	0.1%	$63.54	—	COM	00817Y108
—	ALLERGAN INC	311,728	$28.2M	0.1%	$84.24	—	COM	018490102
MCK	MCKESSON CORP	216,858	$27.82M	0.1%	$101.46	+10.6%	COM	58155Q103
—	WELLPOINT INC	332,636	$27.81M	0.1%	$81.84	—	COM	94973V107
ITUB	ITAU UNIBANCO HLDG SA	1,958,900	$27.66M	0.1%	$12.92	—	SPON ADR REP PFD	465562106
PSA	PUBLIC STORAGE	170,526	$27.38M	0.1%	$97.16	+1.3%	COM	74460D109
—	BANCOLOMBIA S A	471,500	$27.13M	0.1%	$56.50	—	SPON ADR PREF	05968L102
WMB	WILLIAMS COS INC DEL	742,256	$26.99M	0.1%	$18.03	-1.7%	COM	969457100
SHW	SHERWIN WILLIAMS CO	147,441	$26.86M	0.1%	$53.48	-2.3%	COM	824348106
SCHW	SCHWAB CHARLES CORP NEW	1,269,621	$26.84M	0.1%	$15.92	+18.0%	COM	808513105
GD	GENERAL DYNAMICS CORP	304,606	$26.66M	0.1%	$56.44	+15.0%	COM	369550108
—	TE CONNECTIVITY LTD	504,633	$26.13M	0.1%	$45.54	—	REG SHS	H84989104
—	MOBILE TELESYSTEMS OJSC	1,167,500	$25.99M	0.1%	$19.35	—	SPONSORED ADR	607409109
—	SPECTRA ENERGY CORP	755,722	$25.87M	0.1%	$34.46	—	COM	847560109
HRL	HORMEL FOODS CORP	612,258	$25.79M	0.1%	$15.25	+3.9%	COM	440452100
—	BB&T CORP	759,139	$25.62M	0.1%	$33.88	—	COM	054937107
A	AGILENT TECHNOLOGIES INC	495,855	$25.41M	0.1%	$27.97	+8.8%	COM	00846U101
MRSH	MARSH & MCLENNAN COS INC	583,449	$25.41M	0.1%	$31.19	+8.1%	COM	571748102
—	PIONEER NAT RES CO	134,456	$25.39M	0.1%	$144.75	—	COM	723787107
ADBE	ADOBE SYS INC	487,892	$25.34M	0.1%	$44.30	+7.7%	COM	00724F101
—	RAYTHEON CO	326,337	$25.15M	0.1%	$66.12	—	COM NEW	755111507
HUM	HUMANA INC	269,008	$25.11M	0.1%	$71.14	+16.6%	COM	444859102
—	ENERGIZER HLDGS INC	274,318	$25M	0.1%	$93.97	—	COM	29266R108
BEN	FRANKLIN RES INC	492,431	$24.89M	0.1%	$29.28	-1.9%	COM	354613101
—	MEADWESTVACO CORP	646,521	$24.81M	0.1%	$34.11	—	COM	583334107
—	CITRIX SYS INC	351,357	$24.81M	0.1%	$60.33	—	COM	177376100
—	CROWN CASTLE INTL CORP	339,125	$24.77M	0.1%	$72.39	—	COM	228227104
CMI	CUMMINS INC	185,628	$24.66M	0.1%	$81.53	+9.3%	COM	231021106
TECK	TECK RESOURCES LTD	912,893	$24.58M	0.1%	$25.96	-3.1%	CL B	878742204
EL	LAUDER ESTEE COS INC	351,354	$24.56M	0.1%	$58.18	-0.4%	CL A	518439104
—	HESS CORP	315,883	$24.43M	0.1%	$66.49	—	COM	42809H107
—	BED BATH & BEYOND INC	315,752	$24.43M	0.1%	$70.90	—	COM	075896100
REGN	REGENERON PHARMACEUTICALS	78,060	$24.42M	0.1%	$231.58	+13.0%	COM	75886F107
NSC	NORFOLK SOUTHERN CORP	314,698	$24.34M	0.1%	$57.67	-1.2%	COM	655844108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	295,503	$24.27M	0.1%	$29.46	+11.7%	CL A	192446102
EXC	EXELON CORP	817,179	$24.22M	0.1%	$15.41	-8.9%	COM	30161N101
—	BROADCOM CORP	930,152	$24.19M	0.1%	$33.76	—	CL A	111320107
APD	AIR PRODS & CHEMS INC	226,801	$24.17M	0.1%	$61.55	+13.9%	COM	009158106
ALL	ALLSTATE CORP	474,389	$23.98M	0.1%	$37.12	+3.9%	COM	020002101
VLO	VALERO ENERGY CORP NEW	693,503	$23.68M	0.1%	$24.01	-6.7%	COM	91913Y100
LMT	LOCKHEED MARTIN CORP	185,287	$23.63M	0.1%	$76.34	+12.7%	COM	539830109
NOC	NORTHROP GRUMMAN CORP	247,084	$23.54M	0.1%	$62.64	+19.5%	COM	666807102
RCI	ROGERS COMMUNICATIONS INC	536,355	$23.11M	0.1%	$47.39	-14.2%	CL B	775109200
—	AON PLC	309,636	$23.05M	0.1%	$64.35	—	SHS CL A	G0408V102
—	ALEXION PHARMACEUTICALS INC	194,820	$22.63M	0.1%	$92.24	—	COM	015351109
—	LINKEDIN CORP	91,180	$22.44M	0.1%	$178.30	—	COM CL A	53578A108
—	BROOKFIELD ASSET MGMT INC	595,422	$22.32M	0.1%	$35.83	—	CL A LTD VT SH	112585104
KGC	KINROSS GOLD CORP	4,393,609	$22.18M	0.1%	$5.71	-7.4%	COM NO PAR	496902404
GLW	CORNING INC	1,489,528	$21.73M	0.1%	$10.49	+2.5%	COM	219350105
PLD	PROLOGIS INC	574,915	$21.63M	0.1%	$27.85	-6.6%	COM	74340W103
DVN	DEVON ENERGY CORP NEW	374,318	$21.62M	0.1%	$37.00	+3.0%	COM	25179M103
—	KELLOGG CO	367,150	$21.56M	0.1%	$38.95	-0.3%	COM	487836108
—	BAKER HUGHES INC	438,928	$21.55M	0.1%	$46.13	—	COM	057224107
SYK	STRYKER CORP	316,091	$21.36M	0.1%	$56.92	+4.4%	COM	863667101
DLTR	DOLLAR TREE INC	369,452	$21.12M	0.1%	$48.73	+10.8%	COM	256746108
—	THOMSON REUTERS CORP	599,097	$20.99M	0.1%	$32.53	—	COM	884903105
ROST	ROSS STORES INC	288,044	$20.97M	0.1%	$28.26	+6.9%	COM	778296103
AMP	AMERIPRISE FINL INC	229,327	$20.89M	0.1%	$59.57	+14.3%	COM	03076C106
FRCB	FIRST REP BK SAN FRANCISCO C	444,934	$20.75M	0.1%	$35.36	+14.9%	COM	33616C100
—	SOUTHWESTERN ENERGY CO	569,351	$20.71M	0.1%	$36.53	—	COM	845467109
EQR	EQUITY RESIDENTIAL	386,024	$20.68M	0.1%	$31.42	-3.4%	SH BEN INT	29476L107
PBR	PETROLEO BRASILEIRO SA PETRO	1,331,000	$20.62M	0.1%	$13.46	—	SPONSORED ADR	71654V408
TROW	PRICE T ROWE GROUP INC	286,426	$20.6M	0.1%	$47.69	-0.3%	COM	74144T108
—	HCP INC	500,859	$20.51M	0.1%	$45.44	—	COM	40414L109
PCAR	PACCAR INC	366,712	$20.41M	0.1%	$21.67	+8.2%	COM	693718108
SRE	SEMPRA ENERGY	238,140	$20.39M	0.1%	$27.60	+5.1%	COM	816851109
NUE	NUCOR CORP	414,745	$20.33M	0.1%	$32.41	+6.6%	COM	670346105
—	CANADIAN PAC RY LTD	163,901	$20.27M	0.1%	$120.88	—	COM	13645T100
MAT	MATTEL INC	478,405	$20.03M	0.1%	$44.76	-4.4%	COM	577081102
VTR	VENTAS INC	322,705	$19.85M	0.1%	$49.18	-12.8%	COM	92276F100
BXP	BOSTON PROPERTIES INC	184,480	$19.72M	0.1%	$64.00	-1.9%	COM	101121101
VFC	V F CORP	97,824	$19.47M	0.1%	$42.45	+8.7%	COM	918204108
—	HEALTH CARE REIT INC	310,870	$19.39M	0.1%	$67.03	—	COM	42217K106
—	CAMERON INTERNATIONAL CORP	331,338	$19.34M	0.1%	$61.16	—	COM	13342B105
CAG	CONAGRA FOODS INC	636,646	$19.32M	0.1%	$17.69	+0.4%	COM	205887102
WM	WASTE MGMT INC DEL	467,739	$19.29M	0.1%	$30.75	+4.1%	COM	94106L109
HOG	HARLEY DAVIDSON INC	300,230	$19.29M	0.1%	$54.04	+9.5%	COM	412822108
OMC	OMNICOM GROUP INC	301,238	$19.11M	0.1%	$40.69	+4.5%	COM	681919106
—	SANDISK CORP	318,290	$18.94M	0.1%	$61.10	—	COM	80004C101
—	NOBLE CORPORATION BAAR	500,010	$18.89M	0.1%	$37.58	—	NAMEN -AKT	H5833N103
—	SUNTRUST BKS INC	579,725	$18.8M	0.1%	$31.57	—	COM	867914103
—	COACH INC	342,113	$18.66M	0.1%	$57.09	—	COM	189754104
FE	FIRSTENERGY CORP	511,459	$18.64M	0.1%	$24.57	-9.5%	COM	337932107
—	LINEAR TECHNOLOGY CORP	452,295	$17.94M	0.1%	$36.84	—	COM	535678106
PGR	PROGRESSIVE CORP OHIO	653,840	$17.8M	0.1%	$17.04	+2.6%	COM	743315103
—	WARNER CHILCOTT PLC IRELAND	777,923	$17.78M	0.1%	$19.88	—	SHS A	G94368100
CAH	CARDINAL HEALTH INC	339,820	$17.72M	0.1%	$32.61	+11.9%	COM	14149Y108
ADI	ANALOG DEVICES INC	376,300	$17.7M	0.1%	$34.29	+7.0%	COM	032654105
—	SCANA CORP NEW	384,148	$17.69M	0.1%	$47.94	—	COM	80589M102
SGI	TEMPUR SEALY INTL INC	400,000	$17.58M	0.1%	$11.36	-8.7%	COM	88023U101
FITB	FIFTH THIRD BANCORP	973,187	$17.56M	0.1%	$11.47	+8.7%	COM	316773100
—	MYLAN INC	459,726	$17.55M	0.1%	$31.03	—	COM	628530107
VRTX	VERTEX PHARMACEUTICALS INC	229,086	$17.37M	0.1%	$73.64	+8.1%	COM	92532F100
FAST	FASTENAL CO	344,849	$17.33M	0.1%	$8.84	-2.8%	COM	311900104
GWW	GRAINGER W W INC	65,773	$17.21M	0.1%	$201.89	+5.4%	COM	384802104
—	SYMANTEC CORP	685,956	$16.98M	0.1%	$22.47	—	COM	871503108
—	TYCO INTERNATIONAL LTD	484,231	$16.94M	0.1%	$32.95	—	SHS	H89128104
VNO	VORNADO RLTY TR	201,060	$16.9M	0.1%	$82.85	—	SH BEN INT	929042109
AVB	AVALONBAY CMNTYS INC	132,470	$16.84M	0.1%	$87.72	-0.5%	COM	053484101
BSX	BOSTON SCIENTIFIC CORP	1,386,310	$16.27M	0.1%	$8.48	+27.5%	COM	101137107
ROK	ROCKWELL AUTOMATION INC	151,986	$16.25M	0.1%	$67.20	+13.8%	COM	773903109
M	MACYS INC	373,977	$16.18M	0.1%	$46.44	+0.6%	COM	55616P104
—	PENN WEST PETE LTD NEW	1,448,500	$16.11M	0.1%	$10.52	—	COM	707887105
—	DELPHI AUTOMOTIVE PLC	275,613	$16.1M	0.1%	$51.25	—	SHS	G27823106
—	MARVELL TECHNOLOGY GROUP LTD	1,390,863	$15.99M	0.1%	$11.71	—	ORD	G5876H105
—	CA INC	538,231	$15.97M	0.1%	$28.63	—	COM	12673P105
CTRA	CABOT OIL & GAS CORP	426,733	$15.93M	0.1%	$25.72	+5.3%	COM	127097103
ALV	AUTOLIV INC	180,411	$15.77M	0.0%	$40.38	+11.6%	COM	052800109
NTRS	NORTHERN TR CORP	288,723	$15.7M	0.0%	$40.35	+3.3%	COM	665859104
IVZ	INVESCO LTD	491,259	$15.67M	0.0%	$18.88	+0.4%	SHS	G491BT108
HST	HOST HOTELS & RESORTS INC	882,255	$15.59M	0.0%	$10.74	+1.2%	COM	44107P104
—	AGRIUM INC	184,464	$15.54M	0.0%	$86.43	—	COM	008916108
NFLX	NETFLIX INC	49,770	$15.39M	0.0%	$2.97	+29.8%	COM	64110L106
L	LOEWS CORP	327,783	$15.32M	0.0%	$42.08	+2.8%	COM	540424108
—	TOTAL SYS SVCS INC	520,221	$15.3M	0.0%	$24.48	—	COM	891906109
—	STARWOOD HOTELS&RESORTS WRLD	230,179	$15.29M	0.0%	$63.19	—	COM	85590A401
—	ST JUDE MED INC	283,067	$15.18M	0.0%	$45.63	—	COM	790849103
—	LIFE TECHNOLOGIES CORP	199,398	$14.92M	0.0%	$74.01	—	COM	53217V109
CMG	CHIPOTLE MEXICAN GRILL INC	34,752	$14.9M	0.0%	$7.17	+12.7%	COM	169656105
—	FIDELITY NATIONAL FINANCIAL	557,822	$14.84M	0.0%	$23.81	—	CL A	31620R105
DG	DOLLAR GEN CORP NEW	262,400	$14.81M	0.0%	$45.09	+6.0%	COM	256677105
BIDU	BAIDU INC	95,000	$14.74M	0.0%	$94.53	—	SPON ADR REP A	056752108
—	CERNER CORP	279,724	$14.7M	0.0%	$77.84	—	COM	156782104
TV	GRUPO TELEVISA SA	524,700	$14.66M	0.0%	$24.84	—	SPON ADR REP ORD	40049J206
—	PENTAIR LTD	224,913	$14.61M	0.0%	$57.69	—	SHS	H6169Q108
—	MEAD JOHNSON NUTRITION CO	196,603	$14.6M	0.0%	$79.23	—	COM	582839106
MTB	M & T BK CORP	130,329	$14.59M	0.0%	$72.91	+13.0%	COM	55261F104
NI	NISOURCE INC	471,560	$14.57M	0.0%	$7.81	+3.2%	COM	65473P105
LBTYAUSD	LIBERTY GLOBAL PLC	183,258	$14.54M	0.0%	$74.08	—	SHS CL A	G5480U104
NWSA	NEWS CORP NEW	904,230	$14.53M	0.0%	$14.03	0.0%	CL A	65249B109
ISRG	INTUITIVE SURGICAL INC	38,552	$14.51M	0.0%	$55.09	-19.8%	COM NEW	46120E602
ZTS	ZOETIS INC	459,442	$14.3M	0.0%	$29.32	-5.2%	CL A	98978V103
—	TWENTY FIRST CENTY FOX INC	424,935	$14.19M	0.0%	$33.40	—	CL B	90130A200
ROP	ROPER INDS INC NEW	106,761	$14.19M	0.0%	$113.55	+5.0%	COM	776696106
—	NYSE EURONEXT	336,073	$14.11M	0.0%	$41.40	—	COM	629491101
CCL	CARNIVAL CORP	431,265	$14.08M	0.0%	$27.66	+8.0%	PAIRED CTF	143658300
SWK	STANLEY BLACK & DECKER INC	154,593	$14M	0.0%	$56.98	+10.0%	COM	854502101
—	INTERCONTINENTALEXCHANGE INC	76,553	$13.89M	0.0%	$177.76	—	COM	45865V100
—	FAMILY DLR STORES INC	191,100	$13.76M	0.0%	$62.31	—	COM	307000109
—	XILINX INC	291,262	$13.65M	0.0%	$39.61	—	COM	983919101
PFG	PRINCIPAL FINL GROUP INC	317,255	$13.59M	0.0%	$23.49	+14.7%	COM	74251V102
RF	REGIONS FINL CORP NEW	1,456,364	$13.49M	0.0%	$5.80	+12.8%	COM	7591EP100
—	SHAW COMMUNICATIONS INC	577,615	$13.44M	0.0%	$23.92	—	CL B CONV	82028K200
EIX	EDISON INTL	291,107	$13.41M	0.0%	$30.71	-3.5%	COM	281020107
—	SIRIUS XM RADIO INC	3,429,329	$13.27M	0.0%	$3.35	—	COM	82967N108
WU	WESTERN UN CO	708,133	$13.21M	0.0%	$17.11	—	COM	959802109
—	LIBERTY GLOBAL PLC	174,541	$13.17M	0.0%	$67.89	—	SHS CL C	G5480U120
EQT	EQT CORP	148,370	$13.16M	0.0%	$37.67	+12.9%	COM	26884L109
FISV	FISERV INC	129,842	$13.12M	0.0%	$21.93	+10.3%	COM	337738108
HIG	HARTFORD FINL SVCS GROUP INC	421,295	$13.11M	0.0%	$22.20	+8.7%	COM	416515104
IMO	IMPERIAL OIL LTD	295,411	$13M	0.0%	$30.07	+7.7%	COM NEW	453038408
—	DISCOVERY COMMUNICATNS NEW	153,368	$12.95M	0.0%	$77.21	—	COM SER A	25470F104
—	NORTHEAST UTILS	312,267	$12.88M	0.0%	$42.02	—	COM	664397106
LNC	LINCOLN NATL CORP IND	304,191	$12.77M	0.0%	$22.50	+24.2%	COM	534187109
—	ENCANA CORP	736,921	$12.76M	0.0%	$16.86	—	COM	292505104
MOS	MOSAIC CO NEW	296,225	$12.74M	0.0%	$46.26	-21.4%	COM	61945C103
FIS	FIDELITY NATL INFORMATION SV	273,756	$12.71M	0.0%	$34.36	+6.6%	COM	31620M106
—	CHESAPEAKE ENERGY CORP	489,136	$12.66M	0.0%	$20.38	—	COM	165167107
WHR	WHIRLPOOL CORP	85,531	$12.53M	0.0%	$121.27	+9.1%	COM	963320106
MAR	MARRIOTT INTL INC NEW	297,043	$12.49M	0.0%	$36.65	-0.2%	CL A	571903202
KEY	KEYCORP NEW	1,086,465	$12.39M	0.0%	$6.48	+16.8%	COM	493267108
CNP	CENTERPOINT ENERGY INC	514,494	$12.33M	0.0%	$15.27	+1.2%	COM	15189T107
APH	AMPHENOL CORP NEW	158,885	$12.29M	0.0%	$8.50	+2.1%	CL A	032095101
EMN	EASTMAN CHEM CO	157,109	$12.24M	0.0%	$47.81	+11.0%	COM	277432100
FLR	FLUOR CORP NEW	172,036	$12.21M	0.0%	$53.56	+7.0%	COM	343412102
RRC	RANGE RES CORP	159,692	$12.12M	0.0%	$76.33	+2.3%	COM	75281A109
TU	TELUS CORP	362,068	$12.03M	0.0%	$17.32	-10.0%	COM	87971M103
—	ALTERA CORP	321,112	$11.93M	0.0%	$32.99	—	COM	021441100
SLM	SLM CORP	472,399	$11.76M	0.0%	$7.81	+11.8%	COM	78442P106
AME	AMETEK INC NEW	253,569	$11.67M	0.0%	$38.40	+8.0%	COM	031100100
—	WEATHERFORD INTERNATIONAL LT	759,889	$11.65M	0.0%	$13.70	—	REG SHS	H27013103
SCCO	SOUTHERN COPPER CORP	422,200	$11.5M	0.0%	$18.86	-5.3%	COM	84265V105
—	DIAMOND OFFSHORE DRILLING IN	184,006	$11.47M	0.0%	$68.45	—	COM	25271C102
—	JACOBS ENGR GROUP INC DEL	196,690	$11.44M	0.0%	$55.13	—	COM	469814107
—	PERRIGO CO	92,614	$11.43M	0.0%	$121.00	—	COM	714290103
—	SBA COMMUNICATIONS CORP	140,334	$11.29M	0.0%	$74.12	—	COM	78388J106
MCHP	MICROCHIP TECHNOLOGY INC	280,036	$11.28M	0.0%	$13.83	+9.5%	COM	595017104
LNT	ALLIANT ENERGY CORP	224,675	$11.13M	0.0%	$16.89	+1.5%	COM	018802108
—	CIT GROUP INC	228,210	$11.13M	0.0%	$46.63	—	COM NEW	125581801
—	SIGMA ALDRICH CORP	130,260	$11.11M	0.0%	$80.36	—	COM	826552101
—	GENERAL GROWTH PPTYS INC NEW	571,995	$11.03M	0.0%	$19.87	—	COM	370023103
—	TRW AUTOMOTIVE HLDGS CORP	154,359	$11.01M	0.0%	$66.44	—	COM	87264S106
RL	RALPH LAUREN CORP	66,725	$10.99M	0.0%	$138.80	-0.9%	CL A	751212101
KBR	KBR INC	336,025	$10.97M	0.0%	$26.54	-0.2%	COM	48242W106
—	JUNIPER NETWORKS INC	550,169	$10.93M	0.0%	$19.31	—	COM	48203R104
OKE	ONEOK INC NEW	202,056	$10.77M	0.0%	$19.74	+6.3%	COM	682680103
FMC	F M C CORP	149,945	$10.75M	0.0%	$40.72	+9.1%	COM NEW	302491303
—	COCA COLA ENTERPRISES INC NE	266,007	$10.7M	0.0%	$35.16	—	COM	19122T109
BF/B	BROWN FORMAN CORP	154,759	$10.54M	0.0%	$22.68	+0.6%	CL B	115637209
—	KANSAS CITY SOUTHERN	95,391	$10.43M	0.0%	$105.96	—	COM NEW	485170302
—	AVAGO TECHNOLOGIES LTD	241,585	$10.42M	0.0%	$37.38	—	SHS	Y0486S104
EXPD	EXPEDITORS INTL WASH INC	236,292	$10.41M	0.0%	$31.69	+11.4%	COM	302130109
KMX	CARMAX INC	211,082	$10.23M	0.0%	$45.40	+7.7%	COM	143130102
—	CONCHO RES INC	93,972	$10.22M	0.0%	$83.72	—	COM	20605P101
BBY	BEST BUY INC	271,901	$10.2M	0.0%	$16.63	+29.6%	COM	086516101
—	LIBERTY INTERACTIVE CORP	430,018	$10.09M	0.0%	$23.01	—	INT COM SER A	53071M104
—	STAPLES INC	687,207	$10.07M	0.0%	$15.86	—	COM	855030102
PTEN	PATTERSON UTI ENERGY INC	470,632	$10.06M	0.0%	$21.83	-5.9%	COM	703481101
FLS	FLOWSERVE CORP	160,659	$10.02M	0.0%	$43.03	+7.1%	COM	34354P105
UNM	UNUM GROUP	328,025	$9.985M	0.0%	$27.85	+10.3%	COM	91529Y106
XYL	XYLEM INC	355,442	$9.927M	0.0%	$23.44	-3.1%	COM	98419M100
PBA	PEMBINA PIPELINE CORP	298,606	$9.918M	0.0%	$16.65	-0.4%	COM	706327103
KLAC	KLA-TENCOR CORP	162,053	$9.861M	0.0%	$33.95	+8.2%	COM	482480100
KIM	KIMCO RLTY CORP	486,487	$9.817M	0.0%	$12.61	-5.9%	COM	49446R109
—	AVON PRODS INC	475,030	$9.786M	0.0%	$21.03	—	COM	054303102
SEE	SEALED AIR CORP NEW	359,397	$9.772M	0.0%	$18.75	+23.3%	COM	81211K100
—	ROCKWELL COLLINS INC	143,541	$9.741M	0.0%	$63.41	—	COM	774341101
BFH	ALLIANCE DATA SYSTEMS CORP	46,003	$9.728M	0.0%	$118.19	+15.8%	COM	018581108
PVH	PVH CORP	81,792	$9.708M	0.0%	$112.68	+11.9%	COM	693656100
—	THE ADT CORPORATION	238,389	$9.693M	0.0%	$39.85	—	COM	00101J106
—	PALL CORP	125,760	$9.689M	0.0%	$66.43	—	COM	696429307
MAC	MACERICH CO	170,874	$9.644M	0.0%	$60.97	—	COM	554382101
—	CATAMARAN CORP	204,141	$9.398M	0.0%	$48.52	—	COM	148887102
—	BEAM INC	143,381	$9.27M	0.0%	$63.11	—	COM	073730103
TDC	TERADATA CORP DEL	166,980	$9.257M	0.0%	$53.87	+9.0%	COM	88076W103
WAT	WATERS CORP	86,784	$9.217M	0.0%	$95.76	+7.1%	COM	941848103
—	TIM PARTICIPACOES S A	388,214	$9.15M	0.0%	$18.60	—	SPONSORED ADR	88706P205
HCA	HCA HOLDINGS INC	213,918	$9.145M	0.0%	$35.96	+1.0%	COM	40412C101
—	TIFFANY & CO NEW	118,394	$9.071M	0.0%	$72.84	—	COM	886547108
—	JOY GLOBAL INC	177,411	$9.055M	0.0%	$48.53	—	COM	481165108
—	STERICYCLE INC	78,262	$9.031M	0.0%	$110.43	—	COM	858912108
HRB	BLOCK H & R INC	337,864	$9.007M	0.0%	$18.18	+2.8%	COM	093671105
HSIC	SCHEIN HENRY INC	86,612	$8.982M	0.0%	$36.66	+10.5%	COM	806407102
RSG	REPUBLIC SVCS INC	269,192	$8.98M	0.0%	$26.37	+1.4%	COM	760759100
—	DISCOVERY COMMUNICATNS NEW	114,817	$8.97M	0.0%	$69.66	—	COM SER C	25470F302
—	AIRGAS INC	84,548	$8.966M	0.0%	$95.46	—	COM	009363102
MGM	MGM RESORTS INTERNATIONAL	438,232	$8.957M	0.0%	$13.35	+23.2%	COM	552953101
—	TIBCO SOFTWARE INC	350,000	$8.956M	0.0%	$21.40	—	COM	88632Q103
ARW	ARROW ELECTRS INC	182,973	$8.88M	0.0%	$38.94	+17.7%	COM	042735100
ADSK	AUTODESK INC	215,388	$8.868M	0.0%	$37.26	-0.9%	COM	052769106
—	PLUM CREEK TIMBER CO INC	189,002	$8.851M	0.0%	$46.67	—	COM	729251108
NWL	NEWELL RUBBERMAID INC	321,007	$8.828M	0.0%	$16.79	+0.8%	COM	651229106
—	RED HAT INC	190,942	$8.81M	0.0%	$47.82	—	COM	756577102
GPC	GENUINE PARTS CO	108,873	$8.807M	0.0%	$54.12	+5.4%	COM	372460105
—	COMPUTER SCIENCES CORP	169,972	$8.794M	0.0%	$43.77	—	COM	205363104
DVA	DAVITA HEALTHCARE PARTNERS I	153,917	$8.758M	0.0%	$60.95	-6.0%	COM	23918K108
AKAM	AKAMAI TECHNOLOGIES INC	169,355	$8.756M	0.0%	$41.83	+12.7%	COM	00971T101
—	GREEN MTN COFFEE ROASTERS IN	115,905	$8.731M	0.0%	$75.06	—	COM	393122106
—	BARD C R INC	75,756	$8.727M	0.0%	$108.68	—	COM	067383109
AMG	AFFILIATED MANAGERS GROUP	47,223	$8.625M	0.0%	$153.14	+12.3%	COM	008252108
HP	HELMERICH & PAYNE INC	123,955	$8.547M	0.0%	$61.57	+7.2%	COM	423452101
VRSN	VERISIGN INC	167,425	$8.52M	0.0%	$45.93	+4.2%	COM	92343E102
—	HOLLYFRONTIER CORP	201,577	$8.488M	0.0%	$42.78	—	COM	436106108
—	TIM HORTONS INC	145,912	$8.48M	0.0%	$53.92	—	COM	88706M103
AES	AES CORP	635,738	$8.449M	0.0%	$8.29	+1.3%	COM	00130H105
STZ	CONSTELLATION BRANDS INC	146,365	$8.401M	0.0%	$43.15	+8.0%	CL A	21036P108
—	CAREFUSION CORP	227,298	$8.387M	0.0%	$36.85	—	COM	14170T101
CHRW	C H ROBINSON WORLDWIDE INC	140,763	$8.384M	0.0%	$42.72	+2.5%	COM NEW	12541W209
VRSK	VERISK ANALYTICS INC	129,065	$8.384M	0.0%	$57.10	+5.6%	CL A	92345Y106
—	MAXIM INTEGRATED PRODS INC	280,176	$8.349M	0.0%	$27.78	—	COM	57772K101
CMA	COMERICA INC	211,881	$8.329M	0.0%	$24.17	+11.7%	COM	200340107
—	XL GROUP PLC	268,441	$8.273M	0.0%	$30.32	—	SHS	G98290102
—	LABORATORY CORP AMER HLDGS	83,204	$8.249M	0.0%	$100.10	—	COM NEW	50540R409
—	SILVER WHEATON CORP	331,996	$8.243M	0.0%	$19.54	—	COM	828336107
—	LEUCADIA NATL CORP	301,725	$8.219M	0.0%	$26.22	—	COM	527288104
CCJ	CAMECO CORP	454,206	$8.21M	0.0%	$17.58	-1.0%	COM	13321L108
MAS	MASCO CORP	384,129	$8.174M	0.0%	$14.92	-0.6%	COM	574599106
DGX	QUEST DIAGNOSTICS INC	131,579	$8.13M	0.0%	$46.22	+1.0%	COM	74834L100
CE	CELANESE CORP DEL	153,413	$8.099M	0.0%	$37.17	+4.5%	COM SER A	150870103
MHK	MOHAWK INDS INC	61,887	$8.061M	0.0%	$112.71	+8.2%	COM	608190104
—	PEABODY ENERGY CORP	463,022	$7.987M	0.0%	$14.64	—	COM	704549104
—	MINDRAY MEDICAL INTL LTD	205,000	$7.972M	0.0%	$38.89	—	SPON ADR	602675100
—	VARIAN MED SYS INC	106,622	$7.968M	0.0%	$67.45	—	COM	92220P105
—	DR PEPPER SNAPPLE GROUP INC	176,817	$7.925M	0.0%	$45.93	—	COM	26138E109
—	WYNDHAM WORLDWIDE CORP	129,971	$7.924M	0.0%	$57.23	—	COM	98310W108
—	ANSYS INC	91,440	$7.911M	0.0%	$73.10	—	COM	03662Q105
—	HERTZ GLOBAL HOLDINGS INC	353,864	$7.842M	0.0%	$24.62	—	COM	42805T105
—	CREE INC	129,888	$7.818M	0.0%	$63.86	—	COM	225447101
PAAS	PAN AMERICAN SILVER CORP	738,819	$7.817M	0.0%	$12.68	-4.0%	COM	697900108
—	EQUINIX INC	42,531	$7.811M	0.0%	$184.72	—	COM NEW	29444U502
—	LAM RESEARCH CORP	152,067	$7.784M	0.0%	$44.34	—	COM	512807108
LULU	LULULEMON ATHLETICA INC	106,230	$7.764M	0.0%	$72.51	-3.8%	COM	550021109
OII	OCEANEERING INTL INC	94,658	$7.69M	0.0%	$69.83	+15.1%	COM	675232102
—	WILLIS GROUP HOLDINGS PUBLIC	176,266	$7.638M	0.0%	$40.78	—	SHS	G96666105
—	CONSOL ENERGY INC	226,504	$7.622M	0.0%	$27.10	—	COM	20854P109
BVN	COMPANIA DE MINAS BUENAVENTU	650,500	$7.617M	0.0%	$14.76	—	SPONSORED ADR	204448104
EA	ELECTRONIC ARTS INC	297,199	$7.593M	0.0%	$19.79	+27.6%	COM	285512109
—	GROUPE CGI INC	211,909	$7.453M	0.0%	$29.19	—	CL A SUB VTG	39945C109
—	MONSTER BEVERAGE CORP	142,461	$7.444M	0.0%	$60.77	—	COM	611740101
—	INTERPUBLIC GROUP COS INC	432,501	$7.43M	0.0%	$9.16	+15.0%	COM	460690100
—	TORCHMARK CORP	102,686	$7.429M	0.0%	$65.14	—	COM	891027104
GIL	GILDAN ACTIVEWEAR INC	159,550	$7.42M	0.0%	$16.97	+10.8%	COM	375916103
CBRE	CBRE GROUP INC	320,752	$7.419M	0.0%	$23.79	-2.7%	CL A	12504L109
BSAC	BANCO SANTANDER CHILE NEW	282,000	$7.414M	0.0%	$24.92	—	SP ADR REP COM	05965X109
VMC	VULCAN MATLS CO	142,599	$7.388M	0.0%	$46.69	-3.6%	COM	929160109
EW	EDWARDS LIFESCIENCES CORP	105,067	$7.316M	0.0%	$11.84	-1.2%	COM	28176E108
—	ACTIVISION BLIZZARD INC	437,995	$7.301M	0.0%	$14.26	—	COM	00507V109
—	TD AMERITRADE HLDG CORP	278,443	$7.29M	0.0%	$24.29	—	COM	87236Y108
RYN	RAYONIER INC	129,159	$7.188M	0.0%	$55.39	—	COM	754907103
—	WHITING PETE CORP NEW	119,873	$7.174M	0.0%	$46.09	—	COM	966387102
CINF	CINCINNATI FINL CORP	151,335	$7.137M	0.0%	$32.92	+1.0%	COM	172062101
EFX	EQUIFAX INC	119,112	$7.129M	0.0%	$53.06	+2.3%	COM	294429105
DRI	DARDEN RESTAURANTS INC	152,902	$7.078M	0.0%	$31.32	-5.0%	COM	237194105
—	HARRIS CORP DEL	118,799	$7.045M	0.0%	$49.25	—	COM	413875105
CCK	CROWN HOLDINGS INC	164,482	$6.954M	0.0%	$40.04	+3.8%	COM	228368106
TSN	TYSON FOODS INC	244,691	$6.92M	0.0%	$18.99	+17.3%	CL A	902494103
FFIV	F5 NETWORKS INC	80,384	$6.894M	0.0%	$76.95	+10.5%	COM	315616102
—	NORDSTROM INC	122,472	$6.883M	0.0%	$59.94	—	COM	655664100
TSCO	TRACTOR SUPPLY CO	100,740	$6.767M	0.0%	$9.77	+6.2%	COM	892356106
—	NEW YORK CMNTY BANCORP INC	444,095	$6.71M	0.0%	$14.00	—	COM	649445103
—	ROCK-TENN CO	65,754	$6.659M	0.0%	$99.87	—	CL A	772739207
TAP	MOLSON COORS BREWING CO	132,293	$6.632M	0.0%	$37.25	+0.0%	CL B	60871R209
—	DENBURY RES INC	353,053	$6.5M	0.0%	$17.32	—	COM NEW	247916208
IFF	INTERNATIONAL FLAVORS&FRAGRA	78,868	$6.491M	0.0%	$58.18	+4.4%	COM	459506101
MAN	MANPOWERGROUP INC	89,211	$6.489M	0.0%	$55.02	+21.6%	COM	56418H100
—	FEDERAL REALTY INVT TR	63,652	$6.457M	0.0%	$103.67	—	SH BEN INT NEW	313747206
MKC	MCCORMICK & CO INC	98,970	$6.403M	0.0%	$28.19	-2.1%	COM NON VTG	579780206
RCL	ROYAL CARIBBEAN CRUISES LTD	167,062	$6.395M	0.0%	$29.48	+8.2%	COM	V7780T103
PBR/A	PETROLEO BRASILEIRO SA PETRO	380,700	$6.369M	0.0%	$14.66	—	SP ADR NON VTG	71654V101
—	ALCOA INC	783,447	$6.362M	0.0%	$7.82	—	COM	013817101
HLF	HERBALIFE LTD	90,083	$6.285M	0.0%	$20.94	+46.1%	COM USD SHS	G4412G101
—	ELDORADO GOLD CORP NEW	923,216	$6.235M	0.0%	$6.17	—	COM	284902103
—	VMWARE INC	76,889	$6.22M	0.0%	$66.99	—	CL A COM	928563402
LKQ	LKQ CORP	195,205	$6.219M	0.0%	$21.49	+20.6%	COM	501889208
DLR	DIGITAL RLTY TR INC	117,063	$6.216M	0.0%	$39.68	-11.7%	COM	253868103
FOSL	FOSSIL GROUP INC	53,450	$6.213M	0.0%	$101.05	+13.1%	COM	34988V106
PII	POLARIS INDS INC	48,022	$6.203M	0.0%	$90.86	+23.6%	COM	731068102
—	CALPINE CORP	317,786	$6.175M	0.0%	$21.23	—	COM NEW	131347304
—	COBALT INTL ENERGY INC	245,597	$6.106M	0.0%	$26.57	—	COM	19075F106
—	NABORS INDUSTRIES LTD	379,849	$6.1M	0.0%	$15.31	—	SHS	G6359F103
TRMB	TRIMBLE NAVIGATION LTD	205,262	$6.098M	0.0%	$27.63	-1.0%	COM	896239100
—	CLIFFS NAT RES INC	297,262	$6.094M	0.0%	$16.25	—	COM	18683K101
—	HOSPIRA INC	154,526	$6.061M	0.0%	$38.31	—	COM	441060100
BALL	BALL CORP	132,526	$5.948M	0.0%	$19.77	+0.2%	COM	058498106
DHI	D R HORTON INC	306,141	$5.948M	0.0%	$21.23	-18.1%	COM	23331A109
—	SL GREEN RLTY CORP	66,563	$5.913M	0.0%	$88.19	—	COM	78440X101
—	L-3 COMMUNICATIONS HLDGS INC	62,530	$5.909M	0.0%	$85.74	—	COM	502424104
RHI	ROBERT HALF INTL INC	146,762	$5.728M	0.0%	$34.44	+7.0%	COM	770323103
TDG	TRANSDIGM GROUP INC	41,139	$5.706M	0.0%	$70.58	+8.1%	COM	893641100
—	HUDSON CITY BANCORP	628,979	$5.692M	0.0%	$9.16	—	COM	443683107
PWR	QUANTA SVCS INC	206,240	$5.674M	0.0%	$27.23	-2.5%	COM	74762E102
KOF	COCA COLA FEMSA S A B DE C V	44,600	$5.619M	0.0%	$137.36	—	SPON ADR REP L	191241108
VET	VERMILION ENERGY INC	101,828	$5.609M	0.0%	$49.78	+7.8%	COM	923725105
—	ENERGEN CORP	72,493	$5.538M	0.0%	$52.26	—	COM	29265N108
—	DENTSPLY INTL INC NEW	126,648	$5.498M	0.0%	$40.96	—	COM	249030107
FLEX	FLEXTRONICS INTL LTD	599,995	$5.454M	0.0%	$5.43	+21.3%	ORD	Y2573F102
—	INTERNATIONAL GAME TECHNOLOG	287,140	$5.436M	0.0%	$16.71	—	COM	459902102
UDR	UDR INC	229,239	$5.433M	0.0%	$15.84	-0.9%	COM	902653104
HAS	HASBRO INC	114,906	$5.417M	0.0%	$30.22	+3.4%	COM	418056107
ULTA	ULTA SALON COSMETCS & FRAG I	45,162	$5.395M	0.0%	$89.99	+15.2%	COM	90384S303
—	FLIR SYS INC	171,701	$5.391M	0.0%	$26.97	—	COM	302445101
UAA	UNDER ARMOUR INC	67,671	$5.376M	0.0%	$14.57	+21.0%	CL A	904311107
—	IHS INC	47,053	$5.373M	0.0%	$104.39	—	CL A	451734107
OGE	OGE ENERGY CORP	146,778	$5.297M	0.0%	$35.37	+2.2%	COM	670837103
—	NIELSEN HOLDINGS N V	145,016	$5.286M	0.0%	$34.21	—	COM	N63218106
—	RACKSPACE HOSTING INC	99,883	$5.27M	0.0%	$37.89	—	COM	750086100
AVT	AVNET INC	125,073	$5.217M	0.0%	$25.70	+15.7%	COM	053807103
CMS	CMS ENERGY CORP	196,837	$5.181M	0.0%	$19.06	-2.3%	COM	125896100
—	BROOKFIELD OFFICE PPTYS INC	268,337	$5.153M	0.0%	$16.58	—	COM	112900105
—	OWENS ILL INC	171,393	$5.145M	0.0%	$27.79	—	COM NEW	690768403
ALB	ALBEMARLE CORP	81,733	$5.144M	0.0%	$52.08	+0.7%	COM	012653101
—	OMNICARE INC	92,299	$5.123M	0.0%	$47.71	—	COM	681904108
O	REALTY INCOME CORP	128,229	$5.097M	0.0%	$25.40	-11.2%	COM	756109104
PHM	PULTE GROUP INC	308,453	$5.089M	0.0%	$17.74	-17.8%	COM	745867101
—	LIBERTY PPTY TR	140,983	$5.019M	0.0%	$36.96	—	SH BEN INT	531172104
JBHT	HUNT J B TRANS SVCS INC	68,719	$5.012M	0.0%	$64.12	+3.2%	COM	445658107
CTAS	CINTAS CORP	97,772	$5.006M	0.0%	$9.70	+7.6%	COM	172908105
—	DUKE REALTY CORP	321,993	$4.972M	0.0%	$15.59	—	COM NEW	264411505
DAL	DELTA AIR LINES INC DEL	210,168	$4.958M	0.0%	$14.99	+20.4%	COM NEW	247361702
REG	REGENCY CTRS CORP	102,533	$4.957M	0.0%	$33.45	-5.0%	COM	758849103
LEG	LEGGETT & PLATT INC	162,618	$4.903M	0.0%	$32.56	-5.7%	COM	524660107
TOL	TOLL BROTHERS INC	150,518	$4.881M	0.0%	$33.80	-4.3%	COM	889478103
TMUS	T-MOBILE US INC	186,254	$4.837M	0.0%	$19.37	+21.9%	COM	872590104
OTEX	OPEN TEXT CORP	64,544	$4.833M	0.0%	$12.57	+7.8%	COM	683715106
GRMN	GARMIN LTD	106,589	$4.817M	0.0%	$23.52	+15.8%	SHS	H2906T109
—	CHARTER COMMUNICATIONS INC D	35,730	$4.815M	0.0%	$125.65	—	CL A NEW	16117M305
—	PEOPLES UNITED FINANCIAL INC	334,650	$4.812M	0.0%	$14.90	—	COM	712704105
—	WINDSTREAM HLDGS INC	595,440	$4.764M	0.0%	$8.00	—	COM	97382A101
—	FRONTIER COMMUNICATIONS CORP	1,131,519	$4.718M	0.0%	$4.05	—	COM	35906A108
BSBR	BANCO SANTANDER BRASIL S A	672,000	$4.67M	0.0%	$6.95	—	ADS REP 1 UNIT	05967A107
—	GRUPO FINANCIERO SANTANDER M	330,300	$4.565M	0.0%	$14.05	—	SPON ADR SHS B	40053C105
—	PEPCO HOLDINGS INC	243,978	$4.504M	0.0%	$20.16	—	COM	713291102
LEN	LENNAR CORP	126,900	$4.492M	0.0%	$34.18	-14.4%	CL A	526057104
BTE	BAYTEX ENERGY CORP	107,914	$4.463M	0.0%	$31.51	+6.6%	COM	07317Q105
GME	GAMESTOP CORP NEW	89,218	$4.43M	0.0%	$6.27	+36.1%	CL A	36467W109
AVY	AVERY DENNISON CORP	100,870	$4.39M	0.0%	$33.15	+4.6%	COM	053611109
HOLX	HOLOGIC INC	212,145	$4.381M	0.0%	$20.89	+1.9%	COM	436440101
—	EATON VANCE CORP	109,772	$4.262M	0.0%	$37.59	—	COM NON VTG	278265103
EXPE	EXPEDIA INC DEL	80,700	$4.179M	0.0%	$55.04	-9.6%	COM NEW	30212P303
—	PENGROWTH ENERGY CORP	706,856	$4.167M	0.0%	$4.90	—	COM	70706P104
MDU	MDU RES GROUP INC	148,949	$4.166M	0.0%	$6.58	+10.3%	COM	552690109
AAP	ADVANCE AUTO PARTS INC	50,114	$4.143M	0.0%	$72.11	-1.1%	COM	00751Y106
—	QEP RES INC	148,814	$4.121M	0.0%	$27.78	—	COM	74733V100
—	LSI CORPORATION	524,570	$4.102M	0.0%	$7.14	—	COM	502161102
TAC	TRANSALTA CORP	314,322	$4.092M	0.0%	$14.11	-4.3%	COM	89346D107
CAE	CAE INC	370,026	$4.061M	0.0%	$9.33	+6.3%	COM	124765108
—	ONYX PHARMACEUTICALS INC	30,834	$3.844M	0.0%	$86.82	—	COM	683399109
—	ENERPLUS CORP	224,809	$3.729M	0.0%	$14.73	—	COM	292766102
TRIP	TRIPADVISOR INC	49,000	$3.716M	0.0%	$50.93	+23.7%	COM	896945201
—	ROWAN COMPANIES PLC	100,453	$3.689M	0.0%	$34.07	—	SHS CL A	G7665A101
—	NUANCE COMMUNICATIONS INC	192,389	$3.597M	0.0%	$18.38	—	COM	67020Y100
—	STARZ	127,601	$3.589M	0.0%	$22.10	—	COM SER A	85571Q102
—	LEGG MASON INC	106,878	$3.574M	0.0%	$31.01	—	COM	524901105
—	DUN & BRADSTREET CORP DEL NE	34,207	$3.552M	0.0%	$97.45	—	COM	26483E100
—	IRON MTN INC	131,183	$3.545M	0.0%	$26.61	—	COM	462846106
—	LEVEL 3 COMMUNICATIONS INC	131,289	$3.504M	0.0%	$21.08	—	COM NEW	52729N308
AMCX	AMC NETWORKS INC	50,000	$3.424M	0.0%	$64.53	+2.6%	CL A	00164V103
ATI	ALLEGHENY TECHNOLOGIES INC	111,914	$3.416M	0.0%	$26.04	+0.0%	COM	01741R102
—	INTEGRYS ENERGY GROUP INC	58,632	$3.277M	0.0%	$58.52	—	COM	45822P105
SEIC	SEI INVESTMENTS CO	105,129	$3.25M	0.0%	$24.76	+6.9%	COM	784117103
—	CONTINENTAL RESOURCES INC	30,115	$3.23M	0.0%	$86.06	—	COM	212015101
BMRN	BIOMARIN PHARMACEUTICAL INC	44,218	$3.193M	0.0%	$62.32	+6.6%	COM	09061G101
DKS	DICKS SPORTING GOODS INC	58,075	$3.1M	0.0%	$36.98	+1.0%	COM	253393102
—	ITT CORP NEW	83,368	$2.997M	0.0%	$29.41	—	COM NEW	450911201
—	PATTERSON COMPANIES INC	74,416	$2.992M	0.0%	$37.60	—	COM	703395103
—	KINDER MORGAN INC DEL	597,493	$2.97M	0.0%	$5.12	—	*W EXP 05/25/201	49456B119
CPT	CAMDEN PPTY TR	47,469	$2.916M	0.0%	$42.93	-3.7%	SH BEN INT	133131102
MUSA	MURPHY USA INC	70,911	$2.864M	0.0%	$38.02	0.0%	COM	626755102
—	CABLEVISION SYS CORP	163,102	$2.747M	0.0%	$16.82	—	CL A NY CABLVS	12686C109
—	SPX CORP	32,055	$2.713M	0.0%	$71.98	—	COM	784635104
—	ANGLOGOLD ASHANTI LTD	203,161	$2.698M	0.0%	$14.30	—	SPONSORED ADR	035128206
URBN	URBAN OUTFITTERS INC	71,618	$2.633M	0.0%	$41.26	-0.5%	COM	917047102
—	EXELIS INC	166,737	$2.619M	0.0%	$13.79	—	COM	30162A108
NDAQ	NASDAQ OMX GROUP INC	81,318	$2.609M	0.0%	$8.32	+5.4%	COM	631103108
NGD	NEW GOLD INC CDA	435,711	$2.603M	0.0%	$7.13	-4.5%	COM	644535106
MLM	MARTIN MARIETTA MATLS INC	26,152	$2.567M	0.0%	$93.00	-3.9%	COM	573284106
—	PRECISION DRILLING CORP	250,000	$2.486M	0.0%	$8.48	—	COM 2010	74022D308
—	SENSATA TECHNOLOGIES HLDG BV	64,642	$2.474M	0.0%	$34.89	—	SHS	N7902X106
GFI	GOLD FIELDS LTD NEW	508,920	$2.326M	0.0%	$5.25	—	SPONSORED ADR	38059T106
LNG	CHENIERE ENERGY INC	65,639	$2.241M	0.0%	$28.08	+5.7%	COM NEW	16411R208
—	SUPERIOR ENERGY SVCS INC	88,059	$2.205M	0.0%	$25.94	—	COM	868157108
—	MELLANOX TECHNOLOGIES LTD	54,625	$2.074M	0.0%	$37.97	—	SHS	M51363113
—	PENNEY J C INC	226,389	$1.997M	0.0%	$17.08	—	COM	708160106
GT	GOODYEAR TIRE & RUBR CO	81,448	$1.829M	0.0%	$13.66	+40.1%	COM	382550101
—	TURQUOISE HILL RES LTD	403,441	$1.786M	0.0%	$5.92	—	COM	900435108
—	SEARS HLDGS CORP	29,263	$1.745M	0.0%	$42.07	—	COM	812350106
IAG	IAMGOLD CORP	348,543	$1.668M	0.0%	$5.17	+1.4%	COM	450913108
—	GEO GROUP INC	50,000	$1.663M	0.0%	$33.26	—	COM	36159R103
TER	TERADYNE INC	100,000	$1.652M	0.0%	$15.29	-0.1%	COM	880770102
—	AMERICAN INTL GROUP INC	79,649	$1.509M	0.0%	$18.24	—	*W EXP 01/19/202	026874156
—	TESORO CORP	33,500	$1.473M	0.0%	$52.32	—	COM	881609101
—	ASHLAND INC NEW	14,556	$1.346M	0.0%	$92.47	—	COM	044209104
UAL	UNITED CONTL HLDGS INC	43,316	$1.33M	0.0%	$31.81	+1.2%	COM	910047109
PBI	PITNEY BOWES INC	71,275	$1.296M	0.0%	$14.77	+11.1%	COM	724479100
MOD	MODINE MFG CO	80,000	$1.17M	0.0%	$9.64	+35.4%	COM	607828100
KLIC	KULICKE & SOFFA INDS INC	100,000	$1.155M	0.0%	$9.86	+0.6%	COM	501242101
—	ALPHA NATURAL RESOURCES INC	189,412	$1.129M	0.0%	$5.24	—	COM	02076X102
ACCO	ACCO BRANDS CORP	164,018	$1.089M	0.0%	$4.71	+1.5%	COM	00081T108
—	HILLSHIRE BRANDS CO	33,980	$1.045M	0.0%	$33.08	—	COM	432589109
UVV	UNIVERSAL CORP VA	20,000	$1.019M	0.0%	$58.13	-4.8%	COM	913456109
HMY	HARMONY GOLD MNG LTD	258,974	$875K	0.0%	$3.81	—	SPONSORED ADR	413216300
—	GANNETT INC	30,000	$804K	0.0%	$24.47	—	COM	364730101
—	REALOGY HLDGS CORP	16,284	$701K	0.0%	$48.02	—	COM	75605Y106
—	APOLLO GROUP INC	33,620	$700K	0.0%	$17.73	—	CL A	037604105
PZZA	PAPA JOHNS INTL INC	10,000	$699K	0.0%	$25.09	+8.3%	COM	698813102
NWS	NEWS CORP NEW	41,571	$683K	0.0%	$14.24	0.0%	CL B	65249B208
—	CST BRANDS INC	19,297	$575K	0.0%	$30.83	—	COM	12646R105
CCU	COMPANIA CERVECERIAS UNIDAS	15,000	$399K	0.0%	$26.60	—	SPONSORED ADR	204429104
—	MALLINCKRODT PUB LTD CO	8,952	$395K	0.0%	$44.12	—	SHS	G5785G107
WIT	WIPRO LTD	37,966	$390K	0.0%	$7.27	—	SPON ADR 1 SH	97651M109
—	CHICAGO BRIDGE & IRON CO N V	5,153	$349K	0.0%	$59.58	—	COM	167250109
—	SIBANYE GOLD LTD	57,340	$299K	0.0%	$2.95	—	SPONSORED ADR	825724206
—	NEWFIELD EXPL CO	7,629	$209K	0.0%	$23.90	—	COM	651290108
HII	HUNTINGTON INGALLS INDS INC	3,025	$204K	0.0%	$51.34	0.0%	COM	446413106