Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	1,619,957	$869M	2.3%	$13.57	+22.2%	COM	037833100
XOM	EXXON MOBIL CORP	7,540,508	$737M	1.9%	$53.90	+7.8%	COM	30231G102
VZ	VERIZON COMMUNICATIONS INC	12,880,699	$613M	1.6%	$26.59	-2.7%	COM	92343V104
CVX	CHEVRON CORP NEW	4,809,109	$572M	1.5%	$71.40	-1.4%	COM	166764100
PFE	PFIZER INC	15,807,110	$508M	1.3%	$16.59	+9.7%	COM	717081103
JPM	JPMORGAN CHASE & CO	7,899,459	$480M	1.3%	$36.84	+14.2%	COM	46625H100
JNJ	JOHNSON & JOHNSON	4,737,279	$465M	1.2%	$59.95	+11.1%	COM	478160104
—	GENERAL ELECTRIC CO	17,825,760	$462M	1.2%	$23.30	—	COM	369604103
T	AT&T INC	12,652,224	$444M	1.2%	$11.34	-4.3%	COM	00206R102
WDC	WESTERN DIGITAL CORP	4,611,490	$423M	1.1%	$38.29	+40.5%	COM	958102105
MRK	MERCK & CO INC NEW	7,340,530	$417M	1.1%	$30.63	+16.7%	COM	58933Y105
PEP	PEPSICO INC	4,597,190	$384M	1.0%	$56.12	+1.3%	COM	713448108
—	GOOGLE INC	339,795	$379M	1.0%	$891.27	—	CL A	38259P508
MSFT	MICROSOFT CORP	8,990,799	$369M	1.0%	$27.39	+14.1%	COM	594918104
IBM	INTERNATIONAL BUSINESS MACHS	1,788,304	$344M	0.9%	$117.69	-7.2%	COM	459200101
LLY	LILLY ELI & CO	5,823,965	$343M	0.9%	$42.04	+6.0%	COM	532457108
EEM	ISHARES	7,950,000	$326M	0.9%	$40.79	—	MSCI EMG MKT ETF	464287234
TJX	TJX COS INC NEW	5,244,014	$318M	0.8%	$21.30	+20.9%	COM	872540109
KMB	KIMBERLY CLARK CORP	2,727,125	$301M	0.8%	$62.98	+10.2%	COM	494368103
INTC	INTEL CORP	11,543,816	$298M	0.8%	$17.71	+5.4%	COM	458140100
GIS	GENERAL MLS INC	5,644,894	$293M	0.8%	$32.25	+2.2%	COM	370334104
WFC	WELLS FARGO & CO NEW	5,724,409	$285M	0.7%	$27.94	+19.6%	COM	949746101
—	COMCAST CORP NEW	5,447,358	$266M	0.7%	$39.88	—	CL A SPL	20030N200
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,075,920	$259M	0.7%	$112.32	+4.0%	CL B NEW	084670702
SO	SOUTHERN CO	5,751,806	$253M	0.7%	$26.27	-3.8%	COM	842587107
COST	COSTCO WHSL CORP NEW	2,219,692	$248M	0.6%	$86.56	+5.5%	COM	22160K105
—	ACTAVIS PLC	1,200,769	$247M	0.6%	$168.00	—	SHS	G0083B108
PG	PROCTER & GAMBLE CO	3,055,640	$246M	0.6%	$55.21	+2.4%	COM	742718109
DIS	DISNEY WALT CO	3,030,709	$243M	0.6%	$58.28	+19.6%	COM DISNEY	254687106
UNP	UNION PAC CORP	1,276,177	$239M	0.6%	$58.45	+16.8%	COM	907818108
BAC	BANK OF AMERICA CORPORATION	13,738,125	$236M	0.6%	$10.64	+24.6%	COM	060505104
—	TIME WARNER CABLE INC	1,717,017	$236M	0.6%	$112.48	—	COM	88732J207
MCD	MCDONALDS CORP	2,389,530	$234M	0.6%	$71.62	-1.9%	COM	580135101
TRV	TRAVELERS COMPANIES INC	2,734,027	$233M	0.6%	$63.63	+1.6%	COM	89417E109
—	TIME WARNER INC	3,395,700	$222M	0.6%	$58.27	—	COM NEW	887317303
ORCL	ORACLE CORP	5,341,597	$219M	0.6%	$28.34	+12.9%	COM	68389X105
QCOM	QUALCOMM INC	2,711,554	$214M	0.6%	$46.35	+16.5%	COM	747525103
TGT	TARGET CORP	3,485,079	$211M	0.6%	$47.12	-11.6%	COM	87612E106
—	CENTURYLINK INC	6,359,396	$209M	0.5%	$34.13	—	COM	156700106
PCG	PG&E CORP	4,637,196	$200M	0.5%	$38.25	-3.5%	COM	69331C108
HD	HOME DEPOT INC	2,517,927	$199M	0.5%	$56.86	+5.9%	COM	437076102
—	FOREST LABS INC	2,018,291	$186M	0.5%	$41.00	—	COM	345838106
C	CITIGROUP INC	3,877,286	$185M	0.5%	$36.02	+2.9%	COM NEW	172967424
HON	HONEYWELL INTL INC	1,970,585	$183M	0.5%	$53.13	+21.8%	COM	438516106
IP	INTL PAPER CO	3,982,683	$183M	0.5%	$25.91	+5.1%	COM	460146103
—	WALGREEN CO	2,708,491	$179M	0.5%	$46.87	—	COM	931422109
KO	COCA COLA CO	4,607,258	$178M	0.5%	$27.78	-4.4%	COM	191216100
—	UNITED TECHNOLOGIES CORP	1,518,398	$177M	0.5%	$92.94	—	COM	913017109
MU	MICRON TECHNOLOGY INC	7,414,967	$175M	0.5%	$11.12	+108.5%	COM	595112103
HSY	HERSHEY CO	1,625,760	$170M	0.4%	$67.93	+13.7%	COM	427866108
OXY	OCCIDENTAL PETE CORP DEL	1,732,726	$165M	0.4%	$58.23	+7.3%	COM	674599105
ED	CONSOLIDATED EDISON INC	3,020,596	$162M	0.4%	$37.15	-5.8%	COM	209115104
DTE	DTE ENERGY CO	2,174,765	$162M	0.4%	$38.33	+2.9%	COM	233331107
—	DIRECTV	2,111,066	$161M	0.4%	$62.25	—	COM	25490A309
RY	ROYAL BK CDA MONTREAL QUE	2,431,341	$161M	0.4%	$59.95	+7.8%	COM	780087102
ADM	ARCHER DANIELS MIDLAND CO	3,681,807	$160M	0.4%	$25.27	+16.1%	COM	039483102
AEP	AMERICAN ELEC PWR INC	3,128,336	$158M	0.4%	$30.24	+5.3%	COM	025537101
ABBV	ABBVIE INC	3,069,335	$158M	0.4%	$26.86	+17.2%	COM	00287Y109
—	CBS CORP NEW	2,523,077	$156M	0.4%	$48.87	—	CL B	124857202
CF	CF INDS HLDGS INC	595,311	$155M	0.4%	$26.85	+31.2%	COM	125269100
CSCO	CISCO SYS INC	6,848,324	$153M	0.4%	$15.25	+0.3%	COM	17275R102
BIIB	BIOGEN IDEC INC	487,915	$149M	0.4%	$215.79	+47.1%	COM	09062X103
PAYX	PAYCHEX INC	3,485,805	$148M	0.4%	$27.33	+7.9%	COM	704326107
PEG	PUBLIC SVC ENTERPRISE GROUP	3,874,996	$148M	0.4%	$21.81	+4.0%	COM	744573106
PPL	PPL CORP	4,410,832	$146M	0.4%	$16.45	+3.8%	COM	69351T106
CMCSA	COMCAST CORP NEW	2,896,365	$145M	0.4%	$16.48	+21.1%	CL A	20030N101
—	HEWLETT PACKARD CO	4,436,995	$144M	0.4%	$25.68	—	COM	428236103
COP	CONOCOPHILLIPS	2,024,493	$142M	0.4%	$40.20	+13.0%	COM	20825C104
AMGN	AMGEN INC	1,145,472	$141M	0.4%	$73.76	+17.8%	COM	031162100
GS	GOLDMAN SACHS GROUP INC	848,663	$139M	0.4%	$121.54	+10.0%	COM	38141G104
—	CHUBB CORP	1,545,534	$138M	0.4%	$87.09	—	COM	171232101
NEM	NEWMONT MINING CORP	5,830,673	$137M	0.4%	$24.29	-24.1%	COM	651639106
—	BLACKROCK INC	417,139	$131M	0.3%	$258.86	—	COM	09247X101
BMO	BANK MONTREAL QUE	1,956,719	$131M	0.3%	$36.33	+10.5%	COM	063671101
—	DOMTAR CORP	1,163,877	$131M	0.3%	$66.50	—	COM NEW	257559203
XEL	XCEL ENERGY INC	4,296,991	$130M	0.3%	$19.61	+1.4%	COM	98389B100
—	E M C CORP MASS	4,756,251	$130M	0.3%	$24.09	—	COM	268648102
TXN	TEXAS INSTRS INC	2,753,083	$130M	0.3%	$26.02	+22.7%	COM	882508104
CVS	CVS CAREMARK CORPORATION	1,726,940	$129M	0.3%	$43.68	+17.0%	COM	126650100
AMZN	AMAZON COM INC	369,554	$124M	0.3%	$13.48	+37.6%	COM	023135106
KR	KROGER CO	2,743,452	$120M	0.3%	$13.44	+18.3%	COM	501044101
UPS	UNITED PARCEL SERVICE INC	1,228,290	$120M	0.3%	$57.08	+12.4%	CL B	911312106
CL	COLGATE PALMOLIVE CO	1,839,776	$119M	0.3%	$45.41	+5.5%	COM	194162103
V	VISA INC	539,502	$116M	0.3%	$40.88	+25.0%	COM CL A	92826C839
ILMN	ILLUMINA INC	782,396	$116M	0.3%	$64.01	+129.6%	COM	452327109
ITW	ILLINOIS TOOL WKS INC	1,403,953	$114M	0.3%	$50.05	+22.4%	COM	452308109
GILD	GILEAD SCIENCES INC	1,605,413	$114M	0.3%	$37.52	+45.2%	COM	375558103
—	SEAGATE TECHNOLOGY PLC	2,008,932	$113M	0.3%	$44.83	—	SHS	G7945M107
—	TWENTY FIRST CENTY FOX INC	3,503,256	$112M	0.3%	$33.50	—	CL A	90130A101
—	WISCONSIN ENERGY CORP	2,402,088	$112M	0.3%	$41.02	—	COM	976657106
—	LORILLARD INC	2,063,280	$112M	0.3%	$43.95	—	COM	544147101
—	GOLDCORP INC NEW	4,555,656	$111M	0.3%	$24.23	—	COM	380956409
—	DISH NETWORK CORP	1,782,462	$111M	0.3%	$42.92	—	CL A	25470M109
ADP	AUTOMATIC DATA PROCESSING IN	1,428,606	$110M	0.3%	$46.13	+13.7%	COM	053015103
SLB	SCHLUMBERGER LTD	1,131,319	$110M	0.3%	$53.06	+23.4%	COM	806857108
—	EXPRESS SCRIPTS HLDG CO	1,464,141	$110M	0.3%	$63.90	—	COM	30219G108
—	CIGNA CORPORATION	1,304,921	$109M	0.3%	$72.67	—	COM	125509109
MMM	3M CO	801,720	$109M	0.3%	$62.73	+21.6%	COM	88579Y101
COF	CAPITAL ONE FINL CORP	1,394,444	$108M	0.3%	$47.66	+24.5%	COM	14040H105
PM	PHILIP MORRIS INTL INC	1,312,076	$107M	0.3%	$49.54	-9.7%	COM	718172109
TD	TORONTO DOMINION BK ONT	2,278,614	$107M	0.3%	$42.82	+5.3%	COM NEW	891160509
META	FACEBOOK INC	1,774,048	$107M	0.3%	$29.64	+112.3%	CL A	30303M102
CLX	CLOROX CO DEL	1,213,762	$107M	0.3%	$61.41	+2.1%	COM	189054109
ORLY	O REILLY AUTOMOTIVE INC NEW	715,349	$106M	0.3%	$7.66	+24.6%	COM	67103H107
DUK	DUKE ENERGY CORP NEW	1,478,281	$105M	0.3%	$41.96	+1.7%	COM NEW	26441C204
—	REYNOLDS AMERICAN INC	1,966,755	$105M	0.3%	$48.37	—	COM	761713106
BA	BOEING CO	835,074	$105M	0.3%	$84.53	+32.1%	COM	097023105
CAT	CATERPILLAR INC DEL	1,040,420	$103M	0.3%	$62.10	+12.2%	COM	149123101
COR	AMERISOURCEBERGEN CORP	1,514,085	$99.31M	0.3%	$42.31	+16.5%	COM	03073E105
—	SAFEWAY INC	2,656,516	$98.13M	0.3%	$24.06	—	COM NEW	786514208
MDLZ	MONDELEZ INTL INC	2,769,741	$95.69M	0.3%	$23.16	+13.8%	CL A	609207105
—	MEDTRONIC INC	1,532,497	$94.31M	0.2%	$53.49	—	COM	585055106
—	AMERICA MOVIL SAB DE CV	4,741,011	$94.25M	0.2%	$21.21	—	SPON ADR L SHS	02364W105
SU	SUNCOR ENERGY INC NEW	2,688,841	$94.06M	0.2%	$19.88	+11.2%	COM	867224107
CME	CME GROUP INC	1,268,252	$93.86M	0.2%	$39.16	+20.9%	COM	12572Q105
USB	US BANCORP DEL	2,162,558	$92.69M	0.2%	$23.25	+17.6%	COM NEW	902973304
AXP	AMERICAN EXPRESS CO	1,025,363	$92.31M	0.2%	$59.62	+26.6%	COM	025816109
—	L BRANDS INC	1,599,405	$90.8M	0.2%	$49.36	—	COM	501797104
UNH	UNITEDHEALTH GROUP INC	1,107,089	$90.77M	0.2%	$51.12	+21.5%	COM	91324P102
CSX	CSX CORP	3,129,954	$90.67M	0.2%	$6.73	+14.0%	COM	126408103
EG	EVEREST RE GROUP LTD	592,032	$90.61M	0.2%	$101.87	+12.9%	COM	G3223R108
BMY	BRISTOL MYERS SQUIBB CO	1,734,718	$90.12M	0.2%	$29.01	+23.8%	COM	110122108
SLF	SUN LIFE FINL INC	2,597,718	$90.09M	0.2%	$28.45	+21.0%	COM	866796105
DE	DEERE & CO	983,046	$89.26M	0.2%	$68.04	+3.0%	COM	244199105
—	SPRINT CORP	9,700,909	$89.15M	0.2%	$6.21	—	COM SER 1	85207U105
F	FORD MTR CO DEL	5,528,949	$86.25M	0.2%	$7.75	+8.1%	COM PAR $0.01	345370860
ACGL	ARCH CAP GROUP LTD	1,482,794	$85.32M	0.2%	$16.95	+4.0%	ORD	G0450A105
DOV	DOVER CORP	1,041,386	$85.13M	0.2%	$39.99	+25.8%	COM	260003108
—	VALEANT PHARMACEUTICALS INTL	642,744	$84.69M	0.2%	$95.67	—	COM	91911K102
MA	MASTERCARD INC	1,114,651	$83.26M	0.2%	$70.78	+2.7%	CL A	57636Q104
NRG	NRG ENERGY INC	2,613,633	$83.11M	0.2%	$20.46	+8.0%	COM NEW	629377508
AGCO	AGCO CORP	1,504,058	$82.96M	0.2%	$41.52	+1.5%	COM	001084102
PSX	PHILLIPS 66	1,073,274	$82.71M	0.2%	$41.03	+21.4%	COM	718546104
—	VIACOM INC NEW	970,062	$82.45M	0.2%	$68.55	—	CL B	92553P201
ABT	ABBOTT LABS	2,111,165	$81.3M	0.2%	$28.85	+6.5%	COM	002824100
AIG	AMERICAN INTL GROUP INC	1,596,176	$79.83M	0.2%	$33.27	+13.8%	COM NEW	026874784
—	CIMAREX ENERGY CO	659,152	$78.51M	0.2%	$66.27	—	COM	171798101
FDX	FEDEX CORP	591,118	$78.36M	0.2%	$92.17	+24.9%	COM	31428X106
—	BUNGE LIMITED	960,364	$76.36M	0.2%	$72.18	—	COM	G16962105
CHD	CHURCH & DWIGHT INC	1,099,515	$75.94M	0.2%	$26.41	+6.8%	COM	171340102
—	APACHE CORP	895,969	$74.32M	0.2%	$83.75	—	COM	037411105
MCO	MOODYS CORP	930,812	$73.83M	0.2%	$53.10	+30.4%	COM	615369105
SPG	SIMON PPTY GROUP INC NEW	448,514	$73.56M	0.2%	$88.69	-4.8%	COM	828806109
LUV	SOUTHWEST AIRLS CO	3,113,514	$73.51M	0.2%	$12.30	+55.9%	COM	844741108
—	DU PONT E I DE NEMOURS & CO	1,079,326	$72.42M	0.2%	$52.50	—	COM	263534109
LOW	LOWES COS INC	1,461,618	$71.47M	0.2%	$33.49	+16.5%	COM	548661107
—	YAMANA GOLD INC	8,143,535	$71.42M	0.2%	$9.52	—	COM	98462Y100
AMT	AMERICAN TOWER CORP NEW	864,147	$70.75M	0.2%	$59.32	+3.8%	COM	03027X100
—	PETSMART INC	1,018,795	$70.19M	0.2%	$69.88	—	COM	716768106
—	KRAFT FOODS GROUP INC	1,241,444	$69.64M	0.2%	$55.90	—	COM	50076Q106
FNV	FRANCO NEVADA CORP	1,512,109	$69.59M	0.2%	$35.17	+19.1%	COM	351858105
—	PARTNERRE LTD	665,340	$68.86M	0.2%	$91.97	—	COM	G6852T105
NKE	NIKE INC	931,110	$68.77M	0.2%	$26.63	+22.2%	CL B	654106103
RNR	RENAISSANCERE HOLDINGS LTD	697,485	$68.08M	0.2%	$89.02	+5.2%	COM	G7496G103
—	SCRIPPS NETWORKS INTERACT IN	896,694	$68.07M	0.2%	$74.56	—	CL A COM	811065101
—	DOW CHEM CO	1,399,308	$67.99M	0.2%	$34.49	—	COM	260543103
—	ENERGIZER HLDGS INC	655,418	$66.03M	0.2%	$100.74	—	COM	29266R108
FMX	FOMENTO ECONOMICO MEXICANO S	706,600	$65.88M	0.2%	$100.45	—	SPON ADR UNITS	344419106
RMD	RESMED INC	1,463,938	$65.42M	0.2%	$41.48	-7.4%	COM	761152107
AZO	AUTOZONE INC	120,909	$64.94M	0.2%	$429.21	+20.9%	COM	053332102
MPC	MARATHON PETE CORP	736,711	$64.12M	0.2%	$27.61	+11.3%	COM	56585A102
FCX	FREEPORT-MCMORAN COPPER & GO	1,936,737	$64.05M	0.2%	$24.45	+16.4%	COM	35671D857
BNS	BANK N S HALIFAX	1,092,276	$63.36M	0.2%	$30.35	+5.1%	COM	064149107
CM	CDN IMPERIAL BK OF COMMERCE	716,093	$61.8M	0.2%	$20.79	+12.3%	COM	136069101
AXS	AXIS CAPITAL HOLDINGS LTD	1,340,673	$61.47M	0.2%	$31.70	+2.6%	SHS	G0692U109
EBAY	EBAY INC	1,110,770	$61.36M	0.2%	$20.20	+2.3%	COM	278642103
AWK	AMERICAN WTR WKS CO INC NEW	1,334,636	$60.59M	0.2%	$32.35	+5.3%	COM	030420103
—	ALLEGHANY CORP DEL	148,292	$60.41M	0.2%	$394.93	—	COM	017175100
PH	PARKER HANNIFIN CORP	502,108	$60.11M	0.2%	$75.97	+29.6%	COM	701094104
LYB	LYONDELLBASELL INDUSTRIES N	675,471	$60.08M	0.2%	$35.23	+28.8%	SHS - A -	N53745100
—	MCGRAW HILL FINL INC	769,049	$58.68M	0.2%	$53.19	—	COM	580645109
—	ACE LTD	591,652	$58.61M	0.2%	$89.74	—	SHS	H0023R105
SBUX	STARBUCKS CORP	795,770	$58.39M	0.2%	$24.37	+20.2%	COM	855244109
ACN	ACCENTURE PLC IRELAND	728,613	$58.09M	0.2%	$63.99	+4.6%	SHS CLASS A	G1151C101
—	PRICELINE COM INC	48,648	$57.98M	0.2%	$835.93	—	COM NEW	741503403
MET	METLIFE INC	1,095,235	$57.83M	0.2%	$25.33	+22.7%	COM	59156R108
MO	ALTRIA GROUP INC	1,523,470	$57.02M	0.1%	$16.30	+5.1%	COM	02209S103
—	MONSANTO CO NEW	500,499	$56.94M	0.1%	$98.80	—	COM	61166W101
—	DR PEPPER SNAPPLE GROUP INC	1,032,167	$56.21M	0.1%	$48.75	—	COM	26138E109
PPG	PPG INDS INC	286,361	$55.4M	0.1%	$59.61	+29.5%	COM	693506107
—	PRAXAIR INC	420,517	$55.08M	0.1%	$115.31	—	COM	74005P104
AEM	AGNICO EAGLE MINES LTD	1,810,893	$54.91M	0.1%	$24.88	+3.2%	COM	008474108
AMAT	APPLIED MATLS INC	2,680,635	$54.74M	0.1%	$12.33	+27.8%	COM	038222105
MS	MORGAN STANLEY	1,741,835	$54.29M	0.1%	$17.99	+26.1%	COM NEW	617446448
—	CELGENE CORP	387,160	$54.05M	0.1%	$117.96	—	COM	151020104
BK	BANK NEW YORK MELLON CORP	1,523,976	$53.78M	0.1%	$21.50	+15.1%	COM	064058100
PNC	PNC FINL SVCS GROUP INC	604,861	$52.62M	0.1%	$48.29	+17.6%	COM	693475105
CNI	CANADIAN NATL RY CO	923,633	$51.97M	0.1%	$41.93	+6.3%	COM	136375102
SJM	SMUCKER J M CO	531,835	$51.72M	0.1%	$72.34	-5.0%	COM NEW	832696405
WRB	BERKLEY W R CORP	1,235,137	$51.41M	0.1%	$9.61	-3.6%	COM	084423102
EMR	EMERSON ELEC CO	760,172	$50.78M	0.1%	$40.02	+19.4%	COM	291011104
MGA	MAGNA INTL INC	520,956	$50.16M	0.1%	$22.60	+41.8%	COM	559222401
EOG	EOG RES INC	253,863	$49.8M	0.1%	$47.46	+36.6%	COM	26875P101
PRU	PRUDENTIAL FINL INC	585,522	$49.56M	0.1%	$39.63	+31.8%	COM	744320102
HP	HELMERICH & PAYNE INC	457,469	$49.2M	0.1%	$79.28	+17.3%	COM	423452101
BB	BLACKBERRY LTD	6,078,487	$49.2M	0.1%	$9.71	-3.4%	COM	09228F103
STT	STATE STR CORP	704,894	$49.02M	0.1%	$44.84	+11.9%	COM	857477103
AIZ	ASSURANT INC	752,347	$48.87M	0.1%	$39.98	+29.9%	COM	04621X108
—	KINDER MORGAN MANAGEMENT LLC	680,017	$48.74M	0.1%	$81.50	—	SHS	49455U100
—	POTASH CORP SASK INC	1,343,401	$48.67M	0.1%	$37.84	—	COM	73755L107
GM	GENERAL MTRS CO	1,381,636	$47.56M	0.1%	$24.79	+10.6%	COM	37045V100
—	TESORO CORP	930,514	$47.08M	0.1%	$55.88	—	COM	881609101
MCK	MCKESSON CORP	266,482	$47.05M	0.1%	$113.10	+41.6%	COM	58155Q103
DHR	DANAHER CORP DEL	627,321	$47.05M	0.1%	$25.01	+23.1%	COM	235851102
NVDA	NVIDIA CORP	2,612,924	$46.8M	0.1%	$0.32	+25.8%	COM	67066G104
—	DISCOVER FINL SVCS	794,267	$46.22M	0.1%	$47.95	—	COM	254709108
PNW	PINNACLE WEST CAP CORP	841,648	$46M	0.1%	$35.17	-4.3%	COM	723484101
BDX	BECTON DICKINSON & CO	390,018	$45.66M	0.1%	$78.54	+16.4%	COM	075887109
CNQ	CANADIAN NAT RES LTD	1,188,605	$45.63M	0.1%	$9.00	+16.4%	COM	136385101
—	ANADARKO PETE CORP	537,634	$45.57M	0.1%	$85.79	—	COM	032511107
—	NOBLE ENERGY INC	639,009	$45.4M	0.1%	$60.46	—	COM	655044105
HAL	HALLIBURTON CO	756,821	$44.57M	0.1%	$33.21	+28.8%	COM	406216101
—	XEROX CORP	3,742,305	$42.29M	0.1%	$9.22	—	COM	984121103
NTAP	NETAPP INC	1,142,370	$42.15M	0.1%	$27.13	+11.2%	COM	64110D104
ETR	ENTERGY CORP NEW	630,279	$42.13M	0.1%	$20.55	-4.4%	COM	29364G103
BAX	BAXTER INTL INC	571,195	$42.03M	0.1%	$30.41	-0.2%	COM	071813109
—	JOHNSON CTLS INC	883,731	$41.82M	0.1%	$35.79	—	COM	478366107
WYNN	WYNN RESORTS LTD	184,968	$41.09M	0.1%	$106.96	+71.5%	COM	983134107
NEE	NEXTERA ENERGY INC	422,093	$40.36M	0.1%	$14.19	+16.8%	COM	65339F101
BAP	CREDICORP LTD	291,395	$40.19M	0.1%	$99.56	-5.6%	COM	G2519Y108
—	MARATHON OIL CORP	1,126,518	$40.01M	0.1%	$34.65	—	COM	565849106
MFC	MANULIFE FINL CORP	2,060,468	$39.8M	0.1%	$15.45	+23.8%	COM	56501R106
—	NATIONAL OILWELL VARCO INC	498,134	$38.79M	0.1%	$68.90	—	COM	637071101
CVE	CENOVUS ENERGY INC	1,337,189	$38.73M	0.1%	$22.32	-7.1%	COM	15135U109
—	BARRICK GOLD CORP	2,161,587	$38.54M	0.1%	$15.79	—	COM	067901108
LMT	LOCKHEED MARTIN CORP	235,681	$38.47M	0.1%	$82.00	+38.2%	COM	539830109
D	DOMINION RES INC VA NEW	540,658	$38.38M	0.1%	$34.53	+20.0%	COM	25746U109
CRM	SALESFORCE COM INC	671,592	$38.34M	0.1%	$43.94	+34.4%	COM	79466L302
ETN	EATON CORP PLC	510,244	$38.33M	0.1%	$46.59	+18.8%	SHS	G29183103
VLO	VALERO ENERGY CORP NEW	716,676	$38.05M	0.1%	$24.46	+34.1%	COM	91913Y100
—	WELLPOINT INC	382,068	$38.03M	0.1%	$84.42	—	COM	94973V107
—	COVIDIEN PLC	514,311	$37.88M	0.1%	$63.30	—	SHS	G2554F113
LVS	LAS VEGAS SANDS CORP	467,927	$37.8M	0.1%	$40.03	+42.3%	COM	517834107
—	PRECISION CASTPARTS CORP	144,908	$36.63M	0.1%	$226.01	—	COM	740189105
GLW	CORNING INC	1,756,883	$36.58M	0.1%	$11.06	+24.9%	COM	219350105
—	ENSCO PLC	689,354	$36.38M	0.1%	$57.93	—	SHS CLASS A	G3157S106
YUM	YUM BRANDS INC	480,540	$36.23M	0.1%	$38.97	+7.9%	COM	988498101
NSC	NORFOLK SOUTHERN CORP	367,627	$35.72M	0.1%	$59.96	+19.1%	COM	655844108
BWA	BORGWARNER INC	571,912	$35.16M	0.1%	$34.15	+25.9%	COM	099724106
ITUB	ITAU UNIBANCO HLDG SA	2,356,900	$35.02M	0.1%	$13.21	—	SPON ADR REP PFD	465562106
—	ANNALY CAP MGMT INC	3,169,232	$34.77M	0.1%	$12.55	—	COM	035710409
ADBE	ADOBE SYS INC	526,565	$34.62M	0.1%	$46.22	+38.8%	COM	00724F101
GD	GENERAL DYNAMICS CORP	315,555	$34.37M	0.1%	$57.82	+38.5%	COM	369550108
—	AETNA INC NEW	454,465	$34.07M	0.1%	$64.10	—	COM	00817Y108
—	TE CONNECTIVITY LTD	565,645	$34.06M	0.1%	$47.41	—	REG SHS	H84989104
SNPS	SYNOPSYS INC	882,484	$33.9M	0.1%	$35.98	+11.5%	COM	871607107
BCE	BCE INC	784,193	$33.83M	0.1%	$22.29	-3.5%	COM NEW	05534B760
KGC	KINROSS GOLD CORP	8,134,834	$33.68M	0.1%	$5.28	-9.2%	COM NO PAR	496902404
ENB	ENBRIDGE INC	737,130	$33.53M	0.1%	$23.28	-2.2%	COM	29250N105
—	DRIL-QUIP INC	297,975	$33.4M	0.1%	$112.10	—	COM	262037104
DGX	QUEST DIAGNOSTICS INC	575,426	$33.33M	0.1%	$45.84	-7.9%	COM	74834L100
—	RAYTHEON CO	337,232	$33.31M	0.1%	$67.92	—	COM NEW	755111507
—	YAHOO INC	924,862	$33.2M	0.1%	$25.38	—	COM	984332106
GAP	GAP INC DEL	825,801	$33.08M	0.1%	$26.03	+4.0%	COM	364760108
SYY	SYSCO CORP	906,933	$32.77M	0.1%	$24.48	+6.6%	COM	871829107
ECL	ECOLAB INC	302,367	$32.65M	0.1%	$74.29	+23.7%	COM	278865100
SCHW	SCHWAB CHARLES CORP NEW	1,191,849	$32.57M	0.1%	$16.41	+38.3%	COM	808513105
—	TRANSCANADA CORP	713,419	$32.48M	0.1%	$43.03	—	COM	89353D107
INTU	INTUIT	411,111	$31.96M	0.1%	$54.39	+27.3%	COM	461202103
WY	WEYERHAEUSER CO	1,086,638	$31.89M	0.1%	$18.76	+1.4%	COM	962166104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	627,547	$31.76M	0.1%	$37.49	+18.2%	CL A	192446102
HUM	HUMANA INC	280,178	$31.58M	0.1%	$72.37	+30.9%	COM	444859102
PSA	PUBLIC STORAGE	186,271	$31.39M	0.1%	$97.70	+4.8%	COM	74460D109
—	ALEXION PHARMACEUTICALS INC	205,732	$31.3M	0.1%	$98.12	—	COM	015351109
—	SANDISK CORP	385,176	$31.27M	0.1%	$64.89	—	COM	80004C101
AFL	AFLAC INC	483,794	$30.5M	0.1%	$20.29	+18.2%	COM	001055102
MSI	MOTOROLA SOLUTIONS INC	474,340	$30.5M	0.1%	$47.42	+13.1%	COM NEW	620076307
TMO	THERMO FISHER SCIENTIFIC INC	251,699	$30.26M	0.1%	$80.22	+42.7%	COM	883556102
—	LIBERTY MEDIA CORP DELAWARE	229,820	$30.04M	0.1%	$127.05	—	CL A	531229102
—	BRISTOW GROUP INC	397,775	$30.04M	0.1%	$75.52	—	COM	110394103
SHW	SHERWIN WILLIAMS CO	152,191	$30M	0.1%	$53.51	+7.8%	COM	824348106
—	TALISMAN ENERGY INC	3,002,009	$29.97M	0.1%	$11.32	—	COM	87425E103
MUR	MURPHY OIL CORP	476,254	$29.94M	0.1%	$34.72	+12.1%	COM	626717102
CX	CEMEX SAB DE CV	2,320,000	$29.3M	0.1%	$11.98	—	SPON ADR NEW	151290889
—	BB&T CORP	720,191	$28.93M	0.1%	$34.24	—	COM	054937107
—	BROADCOM CORP	917,237	$28.88M	0.1%	$33.76	—	CL A	111320107
SYK	STRYKER CORP	351,496	$28.64M	0.1%	$58.40	+18.2%	COM	863667101
CMI	CUMMINS INC	188,015	$28.01M	0.1%	$82.27	+23.1%	COM	231021106
ALL	ALLSTATE CORP	481,731	$27.26M	0.1%	$37.27	+11.5%	COM	020002101
—	SOUTHWESTERN ENERGY CO	585,205	$26.93M	0.1%	$37.27	—	COM	845467109
EIX	EDISON INTL	473,554	$26.81M	0.1%	$30.40	+4.2%	COM	281020107
EC	ECOPETROL S A	655,073	$26.72M	0.1%	$42.10	—	SPONSORED ADS	279158109
EXC	EXELON CORP	795,719	$26.7M	0.1%	$15.41	-10.4%	COM	30161N101
—	BAKER HUGHES INC	410,665	$26.7M	0.1%	$46.13	—	COM	057224107
—	FMC TECHNOLOGIES INC	507,181	$26.52M	0.1%	$55.68	—	COM	30249U101
CAH	CARDINAL HEALTH INC	378,504	$26.49M	0.1%	$34.53	+46.2%	COM	14149Y108
APD	AIR PRODS & CHEMS INC	222,057	$26.43M	0.1%	$61.55	+28.8%	COM	009158106
—	SPECTRA ENERGY CORP	710,256	$26.24M	0.1%	$34.46	—	COM	847560109
BEN	FRANKLIN RES INC	481,074	$26.07M	0.1%	$29.28	+9.8%	COM	354613101
REGN	REGENERON PHARMACEUTICALS	86,492	$25.97M	0.1%	$242.06	+26.6%	COM	75886F107
—	PIONEER NAT RES CO	138,499	$25.92M	0.1%	$148.48	—	COM	723787107
—	CANADIAN PAC RY LTD	172,410	$25.88M	0.1%	$122.32	—	COM	13645T100
—	WHOLE FOODS MKT INC	507,233	$25.72M	0.1%	$51.40	—	COM	966837106
WMB	WILLIAMS COS INC DEL	630,799	$25.6M	0.1%	$18.03	+16.1%	COM	969457100
DVN	DEVON ENERGY CORP NEW	381,247	$25.52M	0.1%	$37.37	+11.6%	COM	25179M103
—	BROOKFIELD ASSET MGMT INC	623,414	$25.43M	0.1%	$36.05	—	CL A LTD VT SH	112585104
—	BANCOLOMBIA S A	445,200	$25.14M	0.1%	$56.50	—	SPON ADR PREF	05968L102
AMP	AMERIPRISE FINL INC	228,448	$25.14M	0.1%	$59.94	+42.3%	COM	03076C106
PRGO	PERRIGO CO PLC	161,545	$24.98M	0.1%	$157.83	0.0%	SHS	G97822103
—	HESS CORP	301,226	$24.97M	0.1%	$66.76	—	COM	42809H107
—	ALLERGAN INC	200,830	$24.92M	0.1%	$85.16	—	COM	018490102
—	ATWOOD OCEANICS INC	488,700	$24.63M	0.1%	$50.39	—	COM	050095108
—	MEADWESTVACO CORP	653,535	$24.6M	0.1%	$34.14	—	COM	583334107
—	SCANA CORP NEW	476,957	$24.48M	0.1%	$48.62	—	COM	80589M102
—	CROWN CASTLE INTL CORP	331,028	$24.42M	0.1%	$72.39	—	COM	228227104
PLD	PROLOGIS INC	596,577	$24.36M	0.1%	$27.83	-0.7%	COM	74340W103
VFC	V F CORP	392,879	$24.31M	0.1%	$49.82	+13.1%	COM	918204108
PCAR	PACCAR INC	357,732	$24.13M	0.1%	$21.67	+22.6%	COM	693718108
HRL	HORMEL FOODS CORP	487,990	$24.04M	0.1%	$15.25	+14.9%	COM	440452100
—	VALE S A	1,906,000	$23.73M	0.1%	$12.26	—	ADR REPSTG PFD	91912E204
EQR	EQUITY RESIDENTIAL	402,889	$23.36M	0.1%	$31.44	+0.9%	SH BEN INT	29476L107
—	LIBERTY GLOBAL PLC	573,848	$23.36M	0.1%	$48.77	—	SHS CL C	G5480U120
—	MARVELL TECHNOLOGY GROUP LTD	1,479,577	$23.3M	0.1%	$11.98	—	ORD	G5876H105
OMC	OMNICOM GROUP INC	320,362	$23.26M	0.1%	$41.42	+20.0%	COM	681919106
ICE	INTERCONTINENTALEXCHANGE GRO	117,108	$23.17M	0.1%	$35.28	+2.8%	COM	45866F104
TROW	PRICE T ROWE GROUP INC	279,685	$23.03M	0.1%	$47.69	+10.2%	COM	74144T108
VNO	VORNADO RLTY TR	233,170	$22.98M	0.1%	$85.11	—	SH BEN INT	929042109
SRE	SEMPRA ENERGY	236,205	$22.86M	0.1%	$27.60	+16.7%	COM	816851109
KMI	KINDER MORGAN INC DEL	701,178	$22.78M	0.1%	$20.66	-10.8%	COM	49456B101
M	MACYS INC	380,613	$22.57M	0.1%	$46.83	+18.7%	COM	55616P104
—	SUNTRUST BKS INC	564,003	$22.44M	0.1%	$31.57	—	COM	867914103
—	HARRIS CORP DEL	305,945	$22.38M	0.1%	$62.25	—	COM	413875105
RCI	ROGERS COMMUNICATIONS INC	536,355	$22.26M	0.1%	$47.39	-14.0%	CL B	775109200
VTR	VENTAS INC	366,854	$22.22M	0.1%	$48.08	-14.3%	COM	92276F100
—	THOMSON REUTERS CORP	646,165	$22.12M	0.1%	$32.66	—	COM	884903105
BXP	BOSTON PROPERTIES INC	192,822	$22.08M	0.1%	$64.20	+4.3%	COM	101121101
FRCB	FIRST REP BK SAN FRANCISCO C	408,004	$22.03M	0.1%	$37.20	+29.0%	COM	33616C100
—	ST JUDE MED INC	334,628	$21.88M	0.1%	$49.10	—	COM	790849103
GTLS	CHART INDS INC	274,675	$21.85M	0.1%	$86.10	0.0%	COM PAR $0.01	16115Q308
—	CITRIX SYS INC	379,009	$21.77M	0.1%	$60.08	—	COM	177376100
FITB	FIFTH THIRD BANCORP	946,734	$21.73M	0.1%	$11.47	+27.4%	COM	316773100
—	LINEAR TECHNOLOGY CORP	445,674	$21.7M	0.1%	$36.84	—	COM	535678106
TECK	TECK RESOURCES LTD	1,003,308	$21.69M	0.1%	$25.71	-9.8%	CL B	878742204
AMKR	AMKOR TECHNOLOGY INC	3,155,000	$21.64M	0.1%	$5.44	0.0%	COM	031652100
—	TYCO INTERNATIONAL LTD	506,993	$21.5M	0.1%	$33.53	—	SHS	H89128104
—	GULFMARK OFFSHORE INC	472,875	$21.25M	0.1%	$44.94	—	CL A NEW	402629208
NUE	NUCOR CORP	417,115	$21.08M	0.1%	$32.41	+15.7%	COM	670346105
TV	GRUPO TELEVISA SA	627,600	$20.89M	0.1%	$26.40	—	SPON ADR REP ORD	40049J206
—	HCP INC	533,835	$20.71M	0.1%	$44.89	—	COM	40414L109
—	OFFICE DEPOT INC	4,977,100	$20.55M	0.1%	$4.13	—	COM	676220106
—	KELLOGG CO	323,812	$20.31M	0.1%	$38.95	-3.6%	COM	487836108
SGI	TEMPUR SEALY INTL INC	400,000	$20.27M	0.1%	$11.36	+9.3%	COM	88023U101
BIDU	BAIDU INC	133,000	$20.27M	0.1%	$114.97	—	SPON ADR REP A	056752108
BSX	BOSTON SCIENTIFIC CORP	1,497,676	$20.25M	0.1%	$8.94	+46.8%	COM	101137107
A	AGILENT TECHNOLOGIES INC	360,575	$20.16M	0.1%	$28.12	+32.8%	COM	00846U101
KSS	KOHLS CORP	354,875	$20.16M	0.1%	$49.72	+7.8%	COM	500255104
ROST	ROSS STORES INC	281,703	$20.16M	0.1%	$28.41	+11.0%	COM	778296103
—	HEALTH CARE REIT INC	329,936	$19.66M	0.1%	$66.44	—	COM	42217K106
HOG	HARLEY DAVIDSON INC	294,598	$19.62M	0.1%	$54.04	+22.4%	COM	412822108
ADI	ANALOG DEVICES INC	368,048	$19.56M	0.1%	$34.29	+14.5%	COM	032654105
—	ALTRA INDL MOTION CORP	546,750	$19.52M	0.1%	$35.70	—	COM	02208R106
DLTR	DOLLAR TREE INC	370,789	$19.35M	0.1%	$48.95	+8.7%	COM	256746108
—	BED BATH & BEYOND INC	280,621	$19.31M	0.1%	$70.79	—	COM	075896100
WM	WASTE MGMT INC DEL	458,290	$19.28M	0.1%	$30.75	+6.5%	COM	94106L109
CMG	CHIPOTLE MEXICAN GRILL INC	33,924	$19.27M	0.1%	$7.17	+53.7%	COM	169656105
—	CAMERON INTERNATIONAL CORP	310,481	$19.18M	0.1%	$61.16	—	COM	13342B105
MRSH	MARSH & MCLENNAN COS INC	386,581	$19.06M	0.0%	$31.65	+22.6%	COM	571748102
HST	HOST HOTELS & RESORTS INC	939,265	$19.01M	0.0%	$10.85	+10.9%	COM	44107P104
MAT	MATTEL INC	470,317	$18.86M	0.0%	$44.76	-11.3%	COM	577081102
NTRS	NORTHERN TR CORP	283,360	$18.58M	0.0%	$40.35	+12.9%	COM	665859104
AVB	AVALONBAY CMNTYS INC	140,895	$18.5M	0.0%	$87.48	-3.0%	COM	053484101
ROK	ROCKWELL AUTOMATION INC	148,015	$18.43M	0.0%	$67.20	+39.6%	COM	773903109
—	DELPHI AUTOMOTIVE PLC	268,509	$18.22M	0.0%	$51.25	—	SHS	G27823106
NFLX	NETFLIX INC	51,667	$18.19M	0.0%	$3.10	+85.0%	COM	64110L106
ISRG	INTUITIVE SURGICAL INC	41,360	$18.11M	0.0%	$54.35	-13.3%	COM NEW	46120E602
PBR	PETROLEO BRASILEIRO SA PETRO	1,375,000	$18.08M	0.0%	$13.45	—	SPONSORED ADR	71654V408
NOC	NORTHROP GRUMMAN CORP	146,457	$18.07M	0.0%	$64.40	+50.8%	COM	666807102
ALV	AUTOLIV INC	178,661	$17.93M	0.0%	$40.38	+27.6%	COM	052800109
ZBH	ZIMMER HLDGS INC	189,466	$17.92M	0.0%	$69.55	+20.1%	COM	98956P102
—	STARWOOD HOTELS&RESORTS WRLD	224,312	$17.86M	0.0%	$63.19	—	COM	85590A401
IVZ	INVESCO LTD	480,128	$17.77M	0.0%	$18.88	+10.5%	SHS	G491BT108
—	CAREFUSION CORP	441,225	$17.75M	0.0%	$38.45	—	COM	14170T101
—	FIDELITY NATIONAL FINANCIAL	563,903	$17.73M	0.0%	$23.90	—	CL A	31620R105
—	PENTAIR LTD	219,430	$17.41M	0.0%	$57.69	—	SHS	H6169Q108
VSH	VISHAY INTERTECHNOLOGY INC	1,150,000	$17.11M	0.0%	$11.21	0.0%	COM	928298108
NWSA	NEWS CORP NEW	994,270	$17.11M	0.0%	$14.15	+7.4%	CL A	65249B109
FE	FIRSTENERGY CORP	502,167	$17.09M	0.0%	$24.57	-21.7%	COM	337932107
VRTX	VERTEX PHARMACEUTICALS INC	241,463	$17.08M	0.0%	$74.19	+6.7%	COM	92532F100
CAG	CONAGRA FOODS INC	546,912	$16.97M	0.0%	$17.69	-9.3%	COM	205887102
NI	NISOURCE INC	472,694	$16.8M	0.0%	$7.81	+19.6%	COM	65473P105
—	CERNER CORP	296,538	$16.68M	0.0%	$76.05	—	COM	156782104
MOS	MOSAIC CO NEW	332,915	$16.65M	0.0%	$45.12	-16.8%	COM	61945C103
FAST	FASTENAL CO	337,471	$16.64M	0.0%	$8.84	-3.1%	COM	311900104
—	COACH INC	334,570	$16.61M	0.0%	$57.09	—	COM	189754104
—	AON PLC	196,221	$16.54M	0.0%	$64.35	—	SHS CL A	G0408V102
—	NOBLE CORP PLC	504,136	$16.5M	0.0%	$37.21	—	SHS USD	G65431101
—	AGRIUM INC	168,917	$16.49M	0.0%	$87.33	—	COM	008916108
—	LINKEDIN CORP	88,859	$16.43M	0.0%	$178.30	—	COM CL A	53578A108
APH	AMPHENOL CORP NEW	177,444	$16.26M	0.0%	$8.68	+14.6%	CL A	032095101
KOF	COCA COLA FEMSA S A B DE C V	154,050	$16.26M	0.0%	$120.59	—	SPON ADR REP L	191241108
GWW	GRAINGER W W INC	64,224	$16.23M	0.0%	$201.89	+1.8%	COM	384802104
MAR	MARRIOTT INTL INC NEW	289,408	$16.21M	0.0%	$36.65	+25.2%	CL A	571903202
OSIS	OSI SYSTEMS INC	270,000	$16.16M	0.0%	$59.85	0.0%	COM	671044105
—	INTERNATIONAL RECTIFIER CORP	580,000	$15.89M	0.0%	$27.40	—	COM	460254105
FIS	FIDELITY NATL INFORMATION SV	293,828	$15.71M	0.0%	$35.18	+23.6%	COM	31620M106
RF	REGIONS FINL CORP NEW	1,412,974	$15.7M	0.0%	$5.80	+22.1%	COM	7591EP100
—	AVAGO TECHNOLOGIES LTD	243,372	$15.68M	0.0%	$38.27	—	SHS	Y0486S104
HCA	HCA HOLDINGS INC	296,987	$15.59M	0.0%	$38.75	+19.4%	COM	40412C101
CTRA	CABOT OIL & GAS CORP	458,976	$15.55M	0.0%	$25.86	+3.3%	COM	127097103
—	MOBILE TELESYSTEMS OJSC	888,900	$15.55M	0.0%	$19.35	—	SPONSORED ADR	607409109
DG	DOLLAR GEN CORP NEW	277,927	$15.42M	0.0%	$45.54	+11.1%	COM	256677105
—	NXSTAGE MEDICAL INC	1,210,000	$15.41M	0.0%	$12.74	—	COM	67072V103
—	XILINX INC	284,032	$15.41M	0.0%	$39.61	—	COM	983919101
MTB	M & T BK CORP	126,438	$15.34M	0.0%	$72.91	+14.1%	COM	55261F104
—	SYMANTEC CORP	766,326	$15.3M	0.0%	$22.15	—	COM	871503108
FISV	FISERV INC	269,892	$15.3M	0.0%	$24.64	+16.1%	COM	337738108
—	RF MICRODEVICES INC	1,930,000	$15.21M	0.0%	$7.88	—	COM	749941100
—	SHAW COMMUNICATIONS INC	630,982	$15.09M	0.0%	$23.92	—	CL B CONV	82028K200
LNC	LINCOLN NATL CORP IND	297,588	$15.08M	0.0%	$22.50	+48.7%	COM	534187109
EQT	EQT CORP	154,871	$15.02M	0.0%	$38.91	+22.8%	COM	26884L109
PTEN	PATTERSON UTI ENERGY INC	470,632	$14.91M	0.0%	$21.83	+27.4%	COM	703481101
—	MYLAN INC	304,811	$14.88M	0.0%	$31.03	—	COM	628530107
KN	KNOWLES CORP	465,613	$14.7M	0.0%	$30.49	0.0%	COM	49926D109
BFH	ALLIANCE DATA SYSTEMS CORP	53,705	$14.63M	0.0%	$128.92	+43.9%	COM	018581108
HIG	HARTFORD FINL SVCS GROUP INC	411,268	$14.51M	0.0%	$22.20	+22.1%	COM	416515104
—	CHESAPEAKE ENERGY CORP	565,403	$14.49M	0.0%	$21.45	—	COM	165167107
SCCO	SOUTHERN COPPER CORP	497,300	$14.48M	0.0%	$18.72	+0.0%	COM	84265V105
—	DISCOVERY COMMUNICATNS NEW	174,284	$14.41M	0.0%	$77.97	—	COM SER A	25470F104
MTZ	MASTEC INC	330,000	$14.34M	0.0%	$37.96	0.0%	COM	576323109
PFG	PRINCIPAL FINL GROUP INC	309,232	$14.22M	0.0%	$23.49	+27.3%	COM	74251V102
—	CA INC	453,945	$14.06M	0.0%	$28.91	—	COM	12673P105
—	VERIFONE SYS INC	414,601	$14.02M	0.0%	$33.82	—	COM	92342Y109
ROP	ROPER INDS INC NEW	104,185	$13.91M	0.0%	$113.55	+11.6%	COM	776696106
—	ALCOA INC	1,079,334	$13.89M	0.0%	$9.14	—	COM	013817101
—	GENERAL GROWTH PPTYS INC NEW	631,085	$13.88M	0.0%	$20.12	—	COM	370023103
RRC	RANGE RES CORP	166,954	$13.85M	0.0%	$77.46	+9.9%	COM	75281A109
—	NORTHEAST UTILS	303,830	$13.82M	0.0%	$42.02	—	COM	664397106
—	JUNIPER NETWORKS INC	535,871	$13.8M	0.0%	$19.31	—	COM	48203R104
CMC	COMMERCIAL METALS CO	726,800	$13.72M	0.0%	$15.03	0.0%	COM	201723103
—	HERTZ GLOBAL HOLDINGS INC	498,396	$13.28M	0.0%	$25.25	—	COM	42805T105
EMN	EASTMAN CHEM CO	153,676	$13.25M	0.0%	$47.81	+19.1%	COM	277432100
—	BROWN SHOE INC NEW	498,200	$13.22M	0.0%	$26.54	—	COM	115736100
MCHP	MICROCHIP TECHNOLOGY INC	274,990	$13.13M	0.0%	$13.83	+28.4%	COM	595017104
—	AXIALL CORP	290,000	$13.03M	0.0%	$44.92	—	COM	05463D100
FLR	FLUOR CORP NEW	167,425	$13.01M	0.0%	$53.56	+29.2%	COM	343412102
TU	TELUS CORP	362,068	$13M	0.0%	$17.32	-0.5%	COM	87971M103
WU	WESTERN UN CO	790,900	$12.94M	0.0%	$17.02	—	COM	959802109
—	SIRIUS XM HLDGS INC	4,021,711	$12.87M	0.0%	$3.45	—	COM	82968B103
—	TWENTY FIRST CENTY FOX INC	413,212	$12.86M	0.0%	$33.40	—	CL B	90130A200
—	MEAD JOHNSON NUTRITION CO	153,994	$12.8M	0.0%	$79.23	—	COM	582839106
—	THE ADT CORPORATION	427,217	$12.79M	0.0%	$35.37	—	COM	00101J106
—	BARD C R INC	86,169	$12.75M	0.0%	$113.28	—	COM	067383109
KEY	KEYCORP NEW	895,295	$12.75M	0.0%	$6.48	+32.1%	COM	493267108
XYL	XYLEM INC	349,969	$12.75M	0.0%	$23.44	+33.8%	COM	98419M100
AME	AMETEK INC NEW	246,308	$12.68M	0.0%	$38.40	+24.4%	COM	031100100
LNT	ALLIANT ENERGY CORP	222,442	$12.64M	0.0%	$16.89	+7.0%	COM	018802108
ADSK	AUTODESK INC	256,661	$12.62M	0.0%	$39.93	+29.7%	COM	052769106
DVA	DAVITA HEALTHCARE PARTNERS I	182,429	$12.56M	0.0%	$61.68	+7.7%	COM	23918K108
PGR	PROGRESSIVE CORP OHIO	516,347	$12.51M	0.0%	$17.04	+0.6%	COM	743315103
WHR	WHIRLPOOL CORP	83,594	$12.49M	0.0%	$121.27	+19.4%	COM	963320106
—	SBA COMMUNICATIONS CORP	136,621	$12.43M	0.0%	$74.12	—	COM	78388J106
—	COCA COLA ENTERPRISES INC NE	259,698	$12.4M	0.0%	$35.16	—	COM	19122T109
—	LIBERTY INTERACTIVE CORP	429,165	$12.39M	0.0%	$23.17	—	INT COM SER A	53071M104
—	ENCANA CORP	578,986	$12.38M	0.0%	$17.45	—	COM	292505104
—	ROVI CORP	542,500	$12.36M	0.0%	$22.78	—	COM	779376102
—	TRW AUTOMOTIVE HLDGS CORP	150,942	$12.32M	0.0%	$66.44	—	COM	87264S106
—	SYKES ENTERPRISES INC	620,000	$12.32M	0.0%	$19.87	—	COM	871237103
IMO	IMPERIAL OIL LTD	263,869	$12.31M	0.0%	$30.07	+12.5%	COM NEW	453038408
—	MINDRAY MEDICAL INTL LTD	380,000	$12.3M	0.0%	$37.72	—	SPON ADR	602675100
EL	LAUDER ESTEE COS INC	183,689	$12.29M	0.0%	$58.28	+2.6%	CL A	518439104
FLS	FLOWSERVE CORP	156,534	$12.26M	0.0%	$43.03	+42.8%	COM	34354P105
SWK	STANLEY BLACK & DECKER INC	150,935	$12.26M	0.0%	$56.98	+4.2%	COM	854502101
—	CONCHO RES INC	99,981	$12.25M	0.0%	$89.52	—	COM	20605P101
—	JACOBS ENGR GROUP INC DEL	192,753	$12.24M	0.0%	$55.13	—	COM	469814107
MAN	MANPOWERGROUP INC	154,410	$12.17M	0.0%	$65.58	+20.7%	COM	56418H100
—	ASPEN TECHNOLOGY INC	286,900	$12.15M	0.0%	$42.36	—	COM	045327103
DLX	DELUXE CORP	230,800	$12.11M	0.0%	$32.31	0.0%	COM	248019101
TSN	TYSON FOODS INC	274,407	$12.08M	0.0%	$20.30	+43.9%	CL A	902494103
SEE	SEALED AIR CORP NEW	366,878	$12.06M	0.0%	$19.04	+40.9%	COM	81211K100
—	WEATHERFORD INTERNATIONAL LT	693,626	$12.04M	0.0%	$13.70	—	REG SHS	H27013103
OFG	OFG BANCORP	700,000	$12.03M	0.0%	$15.96	0.0%	COM	67103X102
—	KRATON PERFORMANCE POLYMERS	459,900	$12.02M	0.0%	$26.14	—	COM	50077C106
SF	STIFEL FINL CORP	240,000	$11.94M	0.0%	$28.20	0.0%	COM	860630102
CNP	CENTERPOINT ENERGY INC	502,068	$11.89M	0.0%	$15.27	+1.6%	COM	15189T107
—	SIGMA ALDRICH CORP	127,330	$11.89M	0.0%	$80.36	—	COM	826552101
WD	WALKER & DUNLOP INC	725,000	$11.85M	0.0%	$12.84	0.0%	COM	93148P102
HXL	HEXCEL CORP NEW	270,000	$11.76M	0.0%	$43.64	0.0%	COM	428291108
—	FAMILY DLR STORES INC	202,640	$11.76M	0.0%	$61.98	—	COM	307000109
KIM	KIMCO RLTY CORP	536,956	$11.75M	0.0%	$12.55	-3.5%	COM	49446R109
CACI	CACI INTL INC	159,000	$11.73M	0.0%	$75.86	0.0%	CL A	127190304
SLM	SLM CORP	478,512	$11.71M	0.0%	$7.82	+11.6%	COM	78442P106
BF/B	BROWN FORMAN CORP	130,173	$11.68M	0.0%	$22.68	+18.0%	CL B	115637209
—	KANSAS CITY SOUTHERN	114,343	$11.67M	0.0%	$105.24	—	COM NEW	485170302
OKE	ONEOK INC NEW	196,305	$11.63M	0.0%	$19.74	+45.2%	COM	682680103
FMC	F M C CORP	151,317	$11.59M	0.0%	$40.72	+24.1%	COM NEW	302491303
—	ANIXTER INTL INC	114,000	$11.57M	0.0%	$101.52	—	COM	035290105
CENX	CENTURY ALUM CO	871,325	$11.51M	0.0%	$11.63	0.0%	COM	156431108
MAC	MACERICH CO	184,599	$11.51M	0.0%	$61.10	—	COM	554382101
—	COMPUTER SCIENCES CORP	189,161	$11.51M	0.0%	$45.83	—	COM	205363104
—	PORTFOLIO RECOVERY ASSOCS IN	198,700	$11.5M	0.0%	$57.86	—	COM	73640Q105
—	INNERWORKINGS INC	1,500,000	$11.49M	0.0%	$7.66	—	COM	45773Y105
UNM	UNUM GROUP	323,042	$11.41M	0.0%	$27.85	+22.6%	COM	91529Y106
ARW	ARROW ELECTRS INC	192,173	$11.41M	0.0%	$39.92	+36.4%	COM	042735100
—	ALTERA CORP	312,514	$11.33M	0.0%	$32.99	—	COM	021441100
HSIC	SCHEIN HENRY INC	93,854	$11.2M	0.0%	$37.60	+21.6%	COM	806407102
—	TRONOX LTD	470,000	$11.17M	0.0%	$23.77	—	SHS CL A	Q9235V101
—	VCA ANTECH INC	346,600	$11.17M	0.0%	$32.23	—	COM	918194101
—	ROCKWELL COLLINS INC	139,883	$11.14M	0.0%	$63.41	—	COM	774341101
—	RED HAT INC	209,462	$11.1M	0.0%	$48.40	—	COM	756577102
—	PENN WEST PETE LTD NEW	1,322,743	$11.07M	0.0%	$10.52	—	COM	707887105
—	KEURIG GREEN MTN INC	104,441	$11.03M	0.0%	$105.59	—	COM	49271M100
MYRG	MYR GROUP INC DEL	435,000	$11.01M	0.0%	$24.35	0.0%	COM	55405W104
—	AMERICAN CAPITAL AGENCY CORP	512,245	$11.01M	0.0%	$22.56	—	COM	02503X105
RSG	REPUBLIC SVCS INC	321,445	$10.98M	0.0%	$26.40	+0.4%	COM	760759100
—	PALL CORP	122,333	$10.95M	0.0%	$66.43	—	COM	696429307
—	LANNET INC	305,800	$10.92M	0.0%	$35.72	—	COM	516012101
KLAC	KLA-TENCOR CORP	157,970	$10.92M	0.0%	$33.95	+21.1%	COM	482480100
GPC	GENUINE PARTS CO	125,545	$10.9M	0.0%	$55.02	+9.2%	COM	372460105
—	CIT GROUP INC	221,671	$10.87M	0.0%	$46.63	—	COM NEW	125581801
—	TIFFANY & CO NEW	125,706	$10.83M	0.0%	$73.94	—	COM	886547108
—	VMWARE INC	100,122	$10.81M	0.0%	$77.33	—	CL A COM	928563402
AEE	AMEREN CORP	260,904	$10.75M	0.0%	$23.26	+14.1%	COM	023608102
TRMB	TRIMBLE NAVIGATION LTD	274,768	$10.68M	0.0%	$29.91	+20.3%	COM	896239100
—	PRIVATEBANCORP INC	350,000	$10.68M	0.0%	$30.51	—	COM	742962103
L	LOEWS CORP	241,607	$10.64M	0.0%	$42.08	+0.3%	COM	540424108
CMA	COMERICA INC	205,324	$10.64M	0.0%	$24.17	+30.4%	COM	200340107
CE	CELANESE CORP DEL	189,981	$10.55M	0.0%	$38.30	+11.0%	COM SER A	150870103
CCL	CARNIVAL CORP	277,832	$10.52M	0.0%	$27.66	+19.6%	PAIRED CTF	143658300
—	KCG HLDGS INC	880,000	$10.5M	0.0%	$11.93	—	CL A	48244B100
RL	RALPH LAUREN CORP	65,181	$10.49M	0.0%	$138.80	-7.6%	CL A	751212101
—	PLANTRONICS INC NEW	235,000	$10.45M	0.0%	$44.45	—	COM	727493108
—	ACTIVISION BLIZZARD INC	506,725	$10.36M	0.0%	$15.23	—	COM	00507V109
VMC	VULCAN MATLS CO	155,568	$10.34M	0.0%	$47.95	+21.3%	COM	929160109
ALGT	ALLEGIANT TRAVEL CO	92,000	$10.3M	0.0%	$87.95	0.0%	COM	01748X102
EFX	EQUIFAX INC	151,022	$10.27M	0.0%	$55.13	+12.7%	COM	294429105
—	CRESCENT PT ENERGY CORP	280,661	$10.26M	0.0%	$36.56	—	COM	22576C101
—	C&J ENERGY SVCS INC	349,750	$10.2M	0.0%	$29.16	—	COM	12467B304
—	JOY GLOBAL INC	175,286	$10.17M	0.0%	$48.53	—	COM	481165108
—	DUN & BRADSTREET CORP DEL NE	102,273	$10.16M	0.0%	$98.72	—	COM	26483E100
—	LABORATORY CORP AMER HLDGS	102,693	$10.09M	0.0%	$99.47	—	COM NEW	50540R409
EA	ELECTRONIC ARTS INC	347,592	$10.08M	0.0%	$20.84	+25.1%	COM	285512109
ARAY	ACCURAY INC	1,050,000	$10.08M	0.0%	$9.45	0.0%	COM	004397105
—	TIM PARTICIPACOES S A	388,214	$10.08M	0.0%	$18.60	—	SPONSORED ADR	88706P205
PBA	PEMBINA PIPELINE CORP	263,525	$10.02M	0.0%	$16.68	+14.5%	COM	706327103
—	FLOTEK INDS INC DEL	358,875	$9.995M	0.0%	$27.85	—	COM	343389102
HRB	BLOCK H & R INC	329,678	$9.953M	0.0%	$18.18	+7.5%	COM	093671105
PVH	PVH CORP	79,550	$9.925M	0.0%	$112.68	+7.4%	COM	693656100
STZ	CONSTELLATION BRANDS INC	116,721	$9.918M	0.0%	$43.15	+57.8%	CL A	21036P108
—	DISCOVERY COMMUNICATNS NEW	128,551	$9.906M	0.0%	$70.57	—	COM SER C	25470F302
—	TD AMERITRADE HLDG CORP	291,332	$9.891M	0.0%	$24.84	—	COM	87236Y108
CBRE	CBRE GROUP INC	358,925	$9.845M	0.0%	$24.20	+11.4%	CL A	12504L109
—	DONNELLEY R R & SONS CO	550,000	$9.845M	0.0%	$17.90	—	COM	257867101
—	FIRST CASH FINL SVCS INC	195,000	$9.84M	0.0%	$50.46	—	COM	31942D107
—	VARIAN MED SYS INC	116,678	$9.8M	0.0%	$69.30	—	COM	92220P105
—	SILVER WHEATON CORP	426,655	$9.695M	0.0%	$20.24	—	COM	828336107
—	MICHAEL KORS HLDGS LTD	103,700	$9.672M	0.0%	$84.01	—	SHS	G60754101
TSLA	TESLA MTRS INC	46,376	$9.667M	0.0%	$10.66	+25.7%	COM	88160R101
AKAM	AKAMAI TECHNOLOGIES INC	165,324	$9.624M	0.0%	$41.83	+32.0%	COM	00971T101
LBTYAUSD	LIBERTY GLOBAL PLC	231,198	$9.618M	0.0%	$66.91	—	SHS CL A	G5480U104
KMX	CARMAX INC	204,899	$9.589M	0.0%	$45.40	+2.9%	COM	143130102
EXPD	EXPEDITORS INTL WASH INC	241,532	$9.572M	0.0%	$31.81	+10.4%	COM	302130109
—	NABORS INDUSTRIES LTD	388,069	$9.566M	0.0%	$15.67	—	SHS	G6359F103
—	CARDTRONICS INC	245,000	$9.518M	0.0%	$38.85	—	COM	14161H108
—	BIOSCRIP INC	1,362,900	$9.513M	0.0%	$6.98	—	COM	09069N108
TDC	TERADATA CORP DEL	193,262	$9.507M	0.0%	$52.47	-14.1%	COM	88076W103
RHI	ROBERT HALF INTL INC	223,946	$9.395M	0.0%	$36.88	+11.6%	COM	770323103
NWL	NEWELL RUBBERMAID INC	312,549	$9.345M	0.0%	$16.79	+18.7%	COM	651229106
—	HOLLYFRONTIER CORP	196,286	$9.339M	0.0%	$42.78	—	COM	436106108
RCL	ROYAL CARIBBEAN CRUISES LTD	170,923	$9.326M	0.0%	$30.09	+45.3%	COM	V7780T103
MGM	MGM RESORTS INTERNATIONAL	359,807	$9.305M	0.0%	$13.35	+82.2%	COM	552953101
—	EARTHLINK HLDGS CORP	2,573,700	$9.291M	0.0%	$3.61	—	COM	27033X101
—	BEAM INC	111,470	$9.285M	0.0%	$63.11	—	COM	073730103
—	WYNDHAM WORLDWIDE CORP	126,792	$9.285M	0.0%	$57.23	—	COM	98310W108
AES	AES CORP	648,623	$9.262M	0.0%	$8.32	+11.6%	COM	00130H105
—	XL GROUP PLC	295,736	$9.242M	0.0%	$30.41	—	SHS	G98290102
—	AFFYMETRIX INC	1,290,300	$9.2M	0.0%	$7.13	—	COM	00826T108
AMG	AFFILIATED MANAGERS GROUP	45,845	$9.171M	0.0%	$153.14	+24.2%	COM	008252108
—	CATAMARAN CORP	204,141	$9.148M	0.0%	$48.52	—	COM	148887102
CPB	CAMPBELL SOUP CO	202,969	$9.109M	0.0%	$30.86	-3.7%	COM	134429109
—	INTERPUBLIC GROUP COS INC	530,928	$9.1M	0.0%	$9.60	+17.4%	COM	460690100
—	MAXIM INTEGRATED PRODS INC	273,097	$9.045M	0.0%	$27.78	—	COM	57772K101
—	WHITING PETE CORP NEW	130,318	$9.043M	0.0%	$50.38	—	COM	966387102
NBHC	NATIONAL BK HLDGS CORP	450,000	$9.032M	0.0%	$15.94	0.0%	CL A	633707104
EW	EDWARDS LIFESCIENCES CORP	121,035	$8.977M	0.0%	$11.79	-2.1%	COM	28176E108
VIPS	VIPSHOP HLDGS LTD	60,000	$8.958M	0.0%	$83.68	—	SPONSORED ADR	92763W103
—	PLUM CREEK TIMBER CO INC	212,542	$8.935M	0.0%	$46.07	—	COM	729251108
—	STAPLES INC	785,748	$8.91M	0.0%	$15.20	—	COM	855030102
VRSN	VERISIGN INC	165,123	$8.902M	0.0%	$45.93	+22.2%	COM	92343E102
—	AIRGAS INC	83,406	$8.884M	0.0%	$95.46	—	COM	009363102
ACIW	ACI WORLDWIDE INC	150,000	$8.879M	0.0%	$20.23	0.0%	COM	004498101
KBR	KBR INC	331,920	$8.856M	0.0%	$26.54	-4.6%	COM	48242W106
TTEK	TETRA TECH INC NEW	299,300	$8.856M	0.0%	$5.82	0.0%	COM	88162G103
CCJ	CAMECO CORP	383,852	$8.802M	0.0%	$17.58	+11.1%	COM	13321L108
DIN	DINEEQUITY INC	112,000	$8.744M	0.0%	$48.79	0.0%	COM	254423106
—	STERICYCLE INC	76,815	$8.728M	0.0%	$110.43	—	COM	858912108
—	NAVISTAR INTL CORP NEW	256,000	$8.671M	0.0%	$33.87	—	COM	63934E108
—	ELIZABETH ARDEN INC	290,000	$8.558M	0.0%	$29.51	—	COM	28660G106
—	AMERICAN RLTY CAP PPTYS INC	610,165	$8.555M	0.0%	$14.02	—	COM	02917T104
—	TEAM HEALTH HOLDINGS INC	190,000	$8.502M	0.0%	$44.75	—	COM	87817A107
BVN	COMPANIA DE MINAS BUENAVENTU	674,400	$8.477M	0.0%	$14.68	—	SPONSORED ADR	204448104
TRIP	TRIPADVISOR INC	93,500	$8.47M	0.0%	$62.99	+28.7%	COM	896945201
O	REALTY INCOME CORP	207,153	$8.464M	0.0%	$24.33	-6.7%	COM	756109104
—	CORE LABORATORIES N V	42,645	$8.462M	0.0%	$190.95	—	COM	N22717107
HOLX	HOLOGIC INC	392,960	$8.449M	0.0%	$21.21	+1.7%	COM	436440101
IFF	INTERNATIONAL FLAVORS&FRAGRA	87,987	$8.418M	0.0%	$58.78	+15.8%	COM	459506101
—	NAVIGANT CONSULTING INC	450,000	$8.397M	0.0%	$18.66	—	COM	63935N107
UDR	UDR INC	324,951	$8.393M	0.0%	$16.03	+2.7%	COM	902653104
—	FEDERAL REALTY INVT TR	72,945	$8.368M	0.0%	$105.19	—	SH BEN INT NEW	313747206
DAL	DELTA AIR LINES INC DEL	240,849	$8.345M	0.0%	$16.51	+69.4%	COM NEW	247361702
—	NORDSTROM INC	133,633	$8.345M	0.0%	$60.23	—	COM	655664100
—	M D C HLDGS INC	295,000	$8.343M	0.0%	$28.28	—	COM	552676108
FFIV	F5 NETWORKS INC	78,171	$8.335M	0.0%	$76.95	+37.5%	COM	315616102
TSCO	TRACTOR SUPPLY CO	117,914	$8.328M	0.0%	$10.13	+18.0%	COM	892356106
BBY	BEST BUY INC	314,847	$8.315M	0.0%	$16.84	+6.4%	COM	086516101
—	LEUCADIA NATL CORP	294,857	$8.256M	0.0%	$26.22	—	COM	527288104
PBR/A	PETROLEO BRASILEIRO SA PETRO	592,700	$8.221M	0.0%	$14.35	—	SP ADR NON VTG	71654V101
MHK	MOHAWK INDS INC	60,330	$8.204M	0.0%	$112.71	+27.0%	COM	608190104
—	LAM RESEARCH CORP	147,384	$8.106M	0.0%	$44.34	—	COM	512807108
—	IRON MTN INC	293,313	$8.087M	0.0%	$27.15	—	COM	462846106
—	TIM HORTONS INC	145,912	$8.082M	0.0%	$53.92	—	COM	88706M103
GIL	GILDAN ACTIVEWEAR INC	159,550	$8.053M	0.0%	$16.97	+28.0%	COM	375916103
—	CONSOL ENERGY INC	201,518	$8.051M	0.0%	$27.10	—	COM	20854P109
ZTS	ZOETIS INC	275,969	$7.987M	0.0%	$29.15	-4.5%	CL A	98978V103
—	INTEGRATED DEVICE TECHNOLOGY	650,000	$7.95M	0.0%	$12.23	—	COM	458118106
TXRH	TEXAS ROADHOUSE INC	303,000	$7.902M	0.0%	$21.03	0.0%	COM	882681109
—	TORCHMARK CORP	100,045	$7.874M	0.0%	$65.14	—	COM	891027104
CINF	CINCINNATI FINL CORP	160,544	$7.812M	0.0%	$33.07	+3.3%	COM	172062101
BALL	BALL CORP	142,140	$7.791M	0.0%	$19.98	+17.8%	COM	058498106
FAF	FIRST AMERN FINL CORP	291,500	$7.739M	0.0%	$18.08	0.0%	COM	31847R102
—	SL GREEN RLTY CORP	76,600	$7.707M	0.0%	$90.11	—	COM	78440X101
—	EQUINIX INC	41,646	$7.698M	0.0%	$184.72	—	COM NEW	29444U502
—	GENERAL CABLE CORP DEL NEW	300,000	$7.683M	0.0%	$25.61	—	COM	369300108
—	FLIR SYS INC	212,029	$7.633M	0.0%	$28.76	—	COM	302445101
—	NIELSEN HOLDINGS N V	170,795	$7.623M	0.0%	$35.81	—	COM	N63218106
TAP	MOLSON COORS BREWING CO	129,435	$7.619M	0.0%	$37.25	+12.5%	CL B	60871R209
AVT	AVNET INC	163,371	$7.602M	0.0%	$27.64	+20.2%	COM	053807103
DRI	DARDEN RESTAURANTS INC	149,316	$7.579M	0.0%	$31.32	+0.0%	COM	237194105
—	MONSTER BEVERAGE CORP	108,803	$7.556M	0.0%	$60.77	—	COM	611740101
AAP	ADVANCE AUTO PARTS INC	59,557	$7.534M	0.0%	$78.25	+35.3%	COM	00751Y106
VRSK	VERISK ANALYTICS INC	125,532	$7.527M	0.0%	$57.10	+6.0%	CL A	92345Y106
UAA	UNDER ARMOUR INC	65,282	$7.484M	0.0%	$14.57	+79.4%	CL A	904311107
CCK	CROWN HOLDINGS INC	167,077	$7.475M	0.0%	$40.10	+2.9%	COM	228368106
—	GROUPE CGI INC	241,576	$7.47M	0.0%	$29.41	—	CL A SUB VTG	39945C109
—	OWENS ILL INC	220,541	$7.461M	0.0%	$29.30	—	COM NEW	690768403
—	PEABODY ENERGY CORP	455,451	$7.442M	0.0%	$14.64	—	COM	704549104
—	IHS INC	61,153	$7.43M	0.0%	$108.76	—	CL A	451734107
PWR	QUANTA SVCS INC	201,318	$7.429M	0.0%	$27.23	+20.2%	COM	74762E102
TDG	TRANSDIGM GROUP INC	39,936	$7.396M	0.0%	$70.58	+35.0%	COM	893641100
—	FUSION-IO INC	700,000	$7.364M	0.0%	$10.52	—	COM	36112J107
DLR	DIGITAL RLTY TR INC	138,395	$7.346M	0.0%	$38.52	-14.0%	COM	253868103
CTAS	CINTAS CORP	123,064	$7.336M	0.0%	$10.40	+23.9%	COM	172908105
—	REPUBLIC AWYS HLDGS INC	800,000	$7.312M	0.0%	$9.14	—	COM	760276105
TMUS	T-MOBILE US INC	218,775	$7.226M	0.0%	$20.84	+47.0%	COM	872590104
UHS	UNIVERSAL HLTH SVCS INC	87,872	$7.212M	0.0%	$76.55	+0.2%	CL B	913903100
CHRW	C H ROBINSON WORLDWIDE INC	137,548	$7.206M	0.0%	$42.72	-3.8%	COM NEW	12541W209
WDAY	WORKDAY INC	78,731	$7.198M	0.0%	$93.25	+2.1%	CL A	98138H101
—	L-3 COMMUNICATIONS HLDGS INC	60,767	$7.18M	0.0%	$85.74	—	COM	502424104
—	OMNICARE INC	120,315	$7.179M	0.0%	$50.51	—	COM	681904108
—	CREE INC	126,865	$7.175M	0.0%	$63.86	—	COM	225447101
BMRN	BIOMARIN PHARMACEUTICAL INC	104,776	$7.147M	0.0%	$68.16	+8.1%	COM	09061G101
—	TIBCO SOFTWARE INC	350,000	$7.112M	0.0%	$21.40	—	COM	88632Q103
—	ROCK-TENN CO	67,075	$7.081M	0.0%	$100.13	—	CL A	772739207
EXPE	EXPEDIA INC DEL	95,980	$6.959M	0.0%	$57.34	+18.2%	COM NEW	30212P303
—	NEW YORK CMNTY BANCORP INC	430,242	$6.914M	0.0%	$14.00	—	COM	649445103
—	HORNBECK OFFSHORE SVCS INC N	165,175	$6.906M	0.0%	$41.81	—	COM	440543106
—	DEMAND MEDIA INC	1,420,600	$6.89M	0.0%	$4.85	—	COM	24802N109
—	CABLEVISION SYS CORP	407,360	$6.872M	0.0%	$16.85	—	CL A NY CABLVS	12686C109
—	ANSYS INC	88,815	$6.841M	0.0%	$73.10	—	COM	03662Q105
DHI	D R HORTON INC	315,330	$6.827M	0.0%	$21.16	-6.1%	COM	23331A109
RYN	RAYONIER INC	147,645	$6.778M	0.0%	$54.14	—	COM	754907103
FLEX	FLEXTRONICS INTL LTD	733,133	$6.774M	0.0%	$5.64	+14.6%	ORD	Y2573F102
—	DIAMOND OFFSHORE DRILLING IN	136,401	$6.651M	0.0%	$68.45	—	COM	25271C102
—	CHARTER COMMUNICATIONS INC D	53,445	$6.584M	0.0%	$124.79	—	CL A NEW	16117M305
NPO	ENPRO INDS INC	90,500	$6.577M	0.0%	$70.90	0.0%	COM	29355X107
—	BROADSOFT INC	245,100	$6.552M	0.0%	$26.73	—	COM	11133B409
MAS	MASCO CORP	294,803	$6.548M	0.0%	$14.92	+10.8%	COM	574599106
MKC	MCCORMICK & CO INC	90,211	$6.472M	0.0%	$28.19	-5.0%	COM NON VTG	579780206
PII	POLARIS INDS INC	46,204	$6.455M	0.0%	$90.86	+48.5%	COM	731068102
—	CALPINE CORP	308,475	$6.45M	0.0%	$21.23	—	COM NEW	131347304
—	DENBURY RES INC	392,910	$6.444M	0.0%	$17.12	—	COM NEW	247916208
JBHT	HUNT J B TRANS SVCS INC	89,468	$6.435M	0.0%	$64.54	+2.1%	COM	445658107
—	ENERGEN CORP	78,821	$6.37M	0.0%	$58.17	—	COM	29265N108
—	FRONTIER COMMUNICATIONS CORP	1,106,029	$6.304M	0.0%	$4.05	—	COM	35906A108
HAS	HASBRO INC	112,344	$6.249M	0.0%	$30.22	+19.8%	COM	418056107
LNG	CHENIERE ENERGY INC	112,620	$6.234M	0.0%	$33.95	+41.2%	COM NEW	16411R208
—	PHARMACYCLICS INC	62,176	$6.231M	0.0%	$102.93	—	COM	716933106
—	GENTIVA HEALTH SERVICES INC	680,000	$6.202M	0.0%	$9.12	—	COM	37247A102
—	HUDSON CITY BANCORP	628,979	$6.183M	0.0%	$9.16	—	COM	443683107
OTEX	OPEN TEXT CORP	129,088	$6.177M	0.0%	$15.73	+20.1%	COM	683715106
PLCE	CHILDRENS PL RETAIL STORES I	123,000	$6.127M	0.0%	$53.41	0.0%	COM	168905107
EIG	EMPLOYERS HOLDINGS INC	302,800	$6.126M	0.0%	$17.18	0.0%	COM	292218104
—	INTREPID POTASH INC	395,100	$6.108M	0.0%	$15.46	—	COM	46121Y102
GRMN	GARMIN LTD	110,149	$6.087M	0.0%	$24.21	+42.9%	SHS	H2906T109
PBI	PITNEY BOWES INC	233,879	$6.079M	0.0%	$21.65	+13.9%	COM	724479100
FOSL	FOSSIL GROUP INC	52,054	$6.07M	0.0%	$101.05	+15.3%	COM	34988V106
FCN	FTI CONSULTING INC	181,700	$6.058M	0.0%	$35.06	0.0%	COM	302941109
PHM	PULTE GROUP INC	315,585	$6.056M	0.0%	$17.70	-3.9%	COM	745867101
OII	OCEANEERING INTL INC	84,084	$6.042M	0.0%	$69.83	+2.6%	COM	675232102
—	TOWERS WATSON & CO	52,828	$6.025M	0.0%	$117.72	—	CL A	891894107
BSAC	BANCO SANTANDER CHILE NEW	257,000	$6.024M	0.0%	$24.92	—	SP ADR REP COM	05965X109
CMS	CMS ENERGY CORP	203,491	$5.958M	0.0%	$19.04	+1.6%	COM	125896100
—	TIDEWATER INC	122,325	$5.947M	0.0%	$48.62	—	COM	886423102
WAT	WATERS CORP	54,796	$5.94M	0.0%	$95.76	+13.2%	COM	941848103
—	CLIFFS NAT RES INC	289,904	$5.931M	0.0%	$16.25	—	COM	18683K101
—	WILLIS GROUP HOLDINGS PUBLIC	133,315	$5.883M	0.0%	$40.78	—	SHS	G96666105
—	FLEETCOR TECHNOLOGIES INC	50,995	$5.87M	0.0%	$115.69	—	COM	339041105
—	PEPCO HOLDINGS INC	281,825	$5.772M	0.0%	$20.21	—	COM	713291102
—	ENTROPIC COMMUNICATIONS INC	1,395,000	$5.706M	0.0%	$4.09	—	COM	29384R105
NWE	NORTHWESTERN CORP	119,800	$5.682M	0.0%	$27.98	0.0%	COM NEW	668074305
—	DENTSPLY INTL INC NEW	123,356	$5.679M	0.0%	$40.96	—	COM	249030107
—	LSI CORPORATION	510,246	$5.648M	0.0%	$7.14	—	COM	502161102
—	SAPIENT CORP	330,000	$5.63M	0.0%	$17.06	—	COM	803062108
—	GRUPO FINANCIERO SANTANDER M	455,300	$5.596M	0.0%	$13.94	—	SPON ADR SHS B	40053C105
KOPN	KOPIN CORP	1,480,000	$5.594M	0.0%	$4.04	0.0%	COM	500600101
OGE	OGE ENERGY CORP	151,239	$5.56M	0.0%	$35.38	-1.2%	COM	670837103
LULU	LULULEMON ATHLETICA INC	103,497	$5.443M	0.0%	$72.51	-31.2%	COM	550021109
AVY	AVERY DENNISON CORP	105,710	$5.356M	0.0%	$33.56	+17.8%	COM	053611109
—	DYNAMIC MATLS CORP	281,100	$5.352M	0.0%	$19.04	—	COM	267888105
LKQ	LKQ CORP	202,492	$5.336M	0.0%	$21.71	+15.6%	COM	501889208
NOW	SERVICENOW INC	88,803	$5.321M	0.0%	$11.18	+13.8%	COM	81762P102
IDCC	INTERDIGITAL INC	160,000	$5.298M	0.0%	$29.77	0.0%	COM	45867G101
—	DUKE REALTY CORP	313,054	$5.284M	0.0%	$15.59	—	COM NEW	264411505
ALB	ALBEMARLE CORP	79,470	$5.278M	0.0%	$52.08	+4.2%	COM	012653101
TOL	TOLL BROTHERS INC	146,684	$5.266M	0.0%	$33.80	+8.9%	COM	889478103
—	CONTINENTAL RESOURCES INC	41,917	$5.209M	0.0%	$101.60	—	COM	212015101
ULTA	ULTA SALON COSMETCS & FRAG I	53,164	$5.182M	0.0%	$90.01	+0.1%	COM	90384S303
—	ELDORADO GOLD CORP NEW	923,216	$5.145M	0.0%	$6.17	—	COM	284902103
LEG	LEGGETT & PLATT INC	157,570	$5.143M	0.0%	$32.56	-4.9%	COM	524660107
—	LEGG MASON INC	104,527	$5.126M	0.0%	$31.01	—	COM	524901105
REG	REGENCY CTRS CORP	99,850	$5.098M	0.0%	$33.45	-5.8%	COM	758849103
—	LIBERTY PPTY TR	137,221	$5.072M	0.0%	$36.96	—	SH BEN INT	531172104
—	QEP RES INC	171,584	$5.051M	0.0%	$28.22	—	COM	74733V100
—	HOSPIRA INC	116,529	$5.04M	0.0%	$38.64	—	COM	441060100
GME	GAMESTOP CORP NEW	122,339	$5.028M	0.0%	$6.46	+7.3%	CL A	36467W109
MDU	MDU RES GROUP INC	145,280	$4.985M	0.0%	$6.58	+31.6%	COM	552690109
—	COBALT INTL ENERGY INC	271,886	$4.981M	0.0%	$24.72	—	COM	19075F106
—	AVON PRODS INC	332,837	$4.873M	0.0%	$20.46	—	COM	054303102
LEN	LENNAR CORP	121,964	$4.832M	0.0%	$34.18	+1.0%	CL A	526057104
—	PEOPLES UNITED FINANCIAL INC	323,310	$4.808M	0.0%	$14.90	—	COM	712704105
BTE	BAYTEX ENERGY CORP	116,429	$4.802M	0.0%	$31.75	+1.9%	COM	07317Q105
—	VIVUS INC	807,100	$4.794M	0.0%	$5.94	—	COM	928551100
—	WINDSTREAM HLDGS INC	576,597	$4.751M	0.0%	$8.00	—	COM	97382A101
—	SILVER SPRING NETWORKS INC	270,400	$4.7M	0.0%	$17.38	—	COM	82817Q103
MLM	MARTIN MARIETTA MATLS INC	35,928	$4.611M	0.0%	$96.16	+8.4%	COM	573284106
—	RACKSPACE HOSTING INC	138,570	$4.548M	0.0%	$36.37	—	COM	750086100
SEIC	SEI INVESTMENTS CO	128,416	$4.316M	0.0%	$25.64	+14.6%	COM	784117103
CAE	CAE INC	324,381	$4.276M	0.0%	$9.33	+27.6%	COM	124765108
—	NUANCE COMMUNICATIONS INC	247,010	$4.241M	0.0%	$18.08	—	COM	67020Y100
PAAS	PAN AMERICAN SILVER CORP	327,462	$4.215M	0.0%	$12.68	+5.6%	COM	697900108
CPT	CAMDEN PPTY TR	61,163	$4.119M	0.0%	$42.26	-5.1%	SH BEN INT	133131102
—	STARZ	127,601	$4.119M	0.0%	$22.10	—	COM SER A	85571Q102
—	EATON VANCE CORP	107,346	$4.096M	0.0%	$37.59	—	COM NON VTG	278265103
—	ANADIGICS INC	2,403,000	$4.085M	0.0%	$1.70	—	COM	032515108
—	ASHLAND INC NEW	40,995	$4.078M	0.0%	$96.77	—	COM	044209104
—	TOTAL SYS SVCS INC	133,027	$4.045M	0.0%	$24.48	—	COM	891906109
ATI	ALLEGHENY TECHNOLOGIES INC	106,963	$4.03M	0.0%	$26.04	+21.4%	COM	01741R102
DKS	DICKS SPORTING GOODS INC	73,170	$3.996M	0.0%	$37.74	+6.7%	COM	253393102
—	INTERNATIONAL GAME TECHNOLOG	280,006	$3.937M	0.0%	$16.71	—	COM	459902102
—	INTEGRYS ENERGY GROUP INC	64,240	$3.832M	0.0%	$58.64	—	COM	45822P105
—	REALOGY HLDGS CORP	86,324	$3.751M	0.0%	$45.29	—	COM	75605Y106
—	PENGROWTH ENERGY CORP	617,904	$3.745M	0.0%	$4.90	—	COM	70706P104
HLF	HERBALIFE LTD	64,835	$3.713M	0.0%	$20.94	+57.3%	COM USD SHS	G4412G101
VET	VERMILION ENERGY INC	59,165	$3.701M	0.0%	$49.78	+15.2%	COM	923725105
AMCX	AMC NETWORKS INC	50,000	$3.655M	0.0%	$64.53	+8.3%	CL A	00164V103
—	ITT CORP NEW	83,368	$3.565M	0.0%	$29.41	—	COM NEW	450911201
URBN	URBAN OUTFITTERS INC	96,708	$3.527M	0.0%	$39.93	-8.7%	COM	917047102
—	ANGLOGOLD ASHANTI LTD	203,161	$3.47M	0.0%	$14.30	—	SPONSORED ADR	035128206
—	HILL INTERNATIONAL INC	630,000	$3.465M	0.0%	$5.50	—	COM	431466101
—	SWS GROUP INC	461,700	$3.454M	0.0%	$7.48	—	COM	78503N107
TAC	TRANSALTA CORP	293,923	$3.419M	0.0%	$14.08	-12.2%	COM	89346D107
NDAQ	NASDAQ OMX GROUP INC	91,834	$3.392M	0.0%	$8.61	+24.0%	COM	631103108
—	CHICAGO BRIDGE & IRON CO N V	38,558	$3.36M	0.0%	$81.80	—	COM	167250109
—	JIVE SOFTWARE INC	412,900	$3.307M	0.0%	$8.01	—	COM	47760A108
—	LEVEL 3 COMMUNICATIONS INC	84,303	$3.3M	0.0%	$21.08	—	COM NEW	52729N308
—	ENERPLUS CORP	160,642	$3.216M	0.0%	$14.73	—	COM	292766102
—	EXELIS INC	166,737	$3.17M	0.0%	$13.79	—	COM	30162A108
—	OCWEN FINL CORP	79,734	$3.124M	0.0%	$39.18	—	COM NEW	675746309
—	B/E AEROSPACE INC	35,837	$3.11M	0.0%	$86.90	—	COM	073302101
HE	HAWAIIAN ELEC INDUSTRIES	120,900	$3.073M	0.0%	$25.56	0.0%	COM	419870100
—	SPX CORP	31,061	$3.054M	0.0%	$71.98	—	COM	784635104
—	PATTERSON COMPANIES INC	72,289	$3.019M	0.0%	$37.60	—	COM	703395103
—	PRECISION DRILLING CORP	250,000	$2.999M	0.0%	$8.48	—	COM 2010	74022D308
MUSA	MURPHY USA INC	70,911	$2.878M	0.0%	$38.02	+3.4%	COM	626755102
UAL	UNITED CONTL HLDGS INC	63,712	$2.843M	0.0%	$36.24	+24.1%	COM	910047109
—	ROWAN COMPANIES PLC	82,375	$2.774M	0.0%	$34.07	—	SHS CL A	G7665A101
—	SENSATA TECHNOLOGIES HLDG BV	63,365	$2.702M	0.0%	$34.89	—	SHS	N7902X106
—	SUPERIOR ENERGY SVCS INC	84,964	$2.613M	0.0%	$25.94	—	COM	868157108
RJF	RAYMOND JAMES FINANCIAL INC	46,003	$2.573M	0.0%	$28.31	+3.8%	COM	754730109
—	VANTIV INC	78,300	$2.366M	0.0%	$30.77	—	CL A	92210H105
TREX	TREX CO INC	31,800	$2.326M	0.0%	$8.95	0.0%	COM	89531P105
MTD	METTLER TOLEDO INTERNATIONAL	9,840	$2.319M	0.0%	$244.43	+0.2%	COM	592688105
—	SEARS HLDGS CORP	47,673	$2.277M	0.0%	$44.42	—	COM	812350106
LDOS	LEIDOS HLDGS INC	63,816	$2.257M	0.0%	$26.62	-3.0%	COM	525327102
NGD	NEW GOLD INC CDA	435,711	$2.159M	0.0%	$7.13	-19.1%	COM	644535106
CALY	CALLAWAY GOLF CO	210,000	$2.146M	0.0%	$8.53	0.0%	COM	131193104
GT	GOODYEAR TIRE & RUBR CO	81,448	$2.128M	0.0%	$13.66	+86.5%	COM	382550101
LINC	LINCOLN EDL SVCS CORP	560,000	$2.111M	0.0%	$4.24	0.0%	COM	533535100
—	NETSUITE INC	21,968	$2.083M	0.0%	$96.84	—	COM	64118Q107
EPM	EVOLUTION PETROLEUM CORP	160,900	$2.048M	0.0%	$6.48	0.0%	COM	30049A107
—	UNITED STATES STL CORP NEW	72,972	$2.015M	0.0%	$27.80	—	COM	912909108
ALLE	ALLEGION PUB LTD CO	38,336	$2M	0.0%	$38.52	+15.1%	ORD SHS	G0176J109
TER	TERADYNE INC	100,000	$1.989M	0.0%	$15.29	+16.4%	COM	880770102
HGGG	HHGREGG INC	169,700	$1.631M	0.0%	$9.99	0.0%	COM	42833L108
—	ULTRA PETROLEUM CORP	60,291	$1.621M	0.0%	$26.89	—	COM	903914109
—	GEO GROUP INC	50,000	$1.612M	0.0%	$33.26	—	COM	36159R103
CCU	COMPANIA CERVECERIAS UNIDAS	69,901	$1.564M	0.0%	$24.42	—	SPONSORED ADR	204429104
—	TURQUOISE HILL RES LTD	403,441	$1.352M	0.0%	$5.92	—	COM	900435108
—	HILLSHIRE BRANDS CO	33,980	$1.266M	0.0%	$33.08	—	COM	432589109
KLIC	KULICKE & SOFFA INDS INC	100,000	$1.261M	0.0%	$9.86	+5.1%	COM	501242101
IAG	IAMGOLD CORP	348,543	$1.228M	0.0%	$5.17	-27.1%	COM	450913108
—	MELLANOX TECHNOLOGIES LTD	30,919	$1.21M	0.0%	$37.97	—	SHS	M51363113
MOD	MODINE MFG CO	80,000	$1.172M	0.0%	$9.64	+42.9%	COM	607828100
MEOH	METHANEX CORP	18,118	$1.161M	0.0%	$63.15	0.0%	COM	59151K108
—	APOLLO ED GROUP INC	33,620	$1.151M	0.0%	$17.73	—	CL A	037604105
UVV	UNIVERSAL CORP VA	20,000	$1.118M	0.0%	$58.13	-5.9%	COM	913456109
—	AMERICAN INTL GROUP INC	52,940	$1.082M	0.0%	$18.24	—	*W EXP 01/19/202	026874156
PZZA	PAPA JOHNS INTL INC	20,000	$1.042M	0.0%	$28.33	+38.2%	COM	698813102
ACCO	ACCO BRANDS CORP	164,018	$1.01M	0.0%	$4.71	-9.1%	COM	00081T108
—	GANNETT INC	30,000	$828K	0.0%	$24.47	—	COM	364730101
—	ALPHA NATURAL RESOURCES INC	189,412	$805K	0.0%	$5.24	—	COM	02076X102
HMY	HARMONY GOLD MNG LTD	258,974	$790K	0.0%	$3.81	—	SPONSORED ADR	413216300
—	COLONY FINL INC	33,300	$731K	0.0%	$21.95	—	COM	19624R106
OGS	ONE GAS INC	18,393	$661K	0.0%	$34.23	0.0%	COM	68235P108
—	KINDER MORGAN INC DEL	365,270	$647K	0.0%	$5.12	—	*W EXP 05/25/201	49456B119
WIT	WIPRO LTD	37,966	$509K	0.0%	$7.27	—	SPON ADR 1 SH	97651M109
—	CST BRANDS INC	15,999	$500K	0.0%	$30.83	—	COM	12646R105
—	SIBANYE GOLD LTD	57,340	$478K	0.0%	$2.95	—	SPONSORED ADR	825724206
—	MALLINCKRODT PUB LTD CO	7,359	$467K	0.0%	$44.12	—	SHS	G5785G107
HII	HUNTINGTON INGALLS INDS INC	3,025	$309K	0.0%	$51.34	+52.6%	COM	446413106