Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	367,700	$46.12M	4.8%	$20.25	+40.9%	COM	037833100
WFC	WELLS FARGO & CO NEW	625,745	$35.19M	3.6%	$38.42	+7.7%	COM	949746101
MSFT	MICROSOFT CORP	487,226	$21.51M	2.2%	$30.91	+27.1%	COM	594918104
INTC	INTEL CORP	505,336	$15.37M	1.6%	$20.28	+23.7%	COM	458140100
GILD	GILEAD SCIENCES INC	128,453	$15.04M	1.6%	$48.98	+55.1%	COM	375558103
XOM	EXXON MOBIL CORP	175,273	$14.58M	1.5%	$55.60	-2.4%	COM	30231G102
META	FACEBOOK INC	167,060	$14.33M	1.5%	$58.80	+37.9%	CL A	30303M102
—	DOW CHEM CO	274,908	$14.07M	1.5%	$20.90	—	COM	260543103
SPY	SPDR S&P 500 ETF TR	60,100	$12.37M	1.3%	$205.82	—	Put	78462F103
—	WALGREENS BOOTS ALLIANCE INC	139,002	$11.74M	1.2%	$83.61	—	COM	931427108
JPM	JPMORGAN CHASE & CO	163,134	$11.05M	1.1%	$37.27	+31.8%	COM	46625H100
AMZN	AMAZON COM INC	25,357	$11.01M	1.1%	$15.59	+34.1%	COM	023135106
ABBV	ABBVIE INC	159,670	$10.73M	1.1%	$27.44	+54.3%	COM	00287Y109
CVX	CHEVRON CORP NEW	103,458	$9.981M	1.0%	$71.19	-6.7%	COM	166764100
QCOM	QUALCOMM INC	157,390	$9.857M	1.0%	$48.68	+3.4%	COM	747525103
—	CELGENE CORP	81,573	$9.441M	1.0%	$103.76	—	COM	151020104
—	GOOGLE INC	16,810	$8.75M	0.9%	$560.22	—	CL C	38259P706
CMCSA	COMCAST CORP NEW	144,320	$8.679M	0.9%	$18.91	+21.6%	CL A	20030N101
CSCO	CISCO SYS INC	306,802	$8.425M	0.9%	$16.64	+24.0%	COM	17275R102
—	MYLAN N V	120,696	$8.19M	0.8%	$61.10	—	SHS EURO	N59465109
ABT	ABBOTT LABS	154,304	$7.573M	0.8%	$29.32	+34.1%	COM	002824100
GS	GOLDMAN SACHS GROUP INC	35,118	$7.332M	0.8%	$121.49	+35.5%	COM	38141G104
AMGN	AMGEN INC	46,500	$7.139M	0.7%	$90.52	+29.9%	COM	031162100
—	GOOGLE INC	12,970	$7.004M	0.7%	$787.89	—	CL A	38259P508
IBM	INTERNATIONAL BUSINESS MACHS	39,667	$6.452M	0.7%	$110.85	-7.1%	COM	459200101
HD	HOME DEPOT INC	56,814	$6.314M	0.7%	$56.05	+55.4%	COM	437076102
VZ	VERIZON COMMUNICATIONS INC	134,392	$6.264M	0.6%	$27.11	+4.5%	COM	92343V104
PPG	PPG INDS INC	53,702	$6.161M	0.6%	$81.54	+15.8%	COM	693506107
—	KELLOGG CO	96,816	$6.07M	0.6%	$40.67	+1.2%	COM	487836108
PG	PROCTER & GAMBLE CO	74,677	$5.843M	0.6%	$55.44	+8.2%	COM	742718109
—	MYLAN N V	86,000	$5.836M	0.6%	$61.10	—	Put	N59465109
BIIB	BIOGEN INC	14,199	$5.736M	0.6%	$289.03	+38.9%	COM	09062X103
T	AT&T INC	161,250	$5.728M	0.6%	$11.42	+6.9%	COM	00206R102
ELV	ANTHEM INC	34,302	$5.63M	0.6%	$105.54	+30.3%	COM	036752103
COR	AMERISOURCEBERGEN CORP	47,557	$5.057M	0.5%	$38.92	+113.3%	COM	03073E105
—	EXPRESS SCRIPTS HLDG CO	54,152	$4.816M	0.5%	$74.83	—	COM	30219G108
C	CITIGROUP INC	84,552	$4.671M	0.5%	$37.37	+8.5%	COM NEW	172967424
BAC	BANK AMER CORP	273,527	$4.655M	0.5%	$11.48	+14.4%	COM	060505104
SBUX	STARBUCKS CORP	86,649	$4.646M	0.5%	$34.97	+17.0%	COM	855244109
MMM	3M CO	29,383	$4.534M	0.5%	$62.10	+52.7%	COM	88579Y101
TXN	TEXAS INSTRS INC	87,151	$4.489M	0.5%	$29.25	+41.0%	COM	882508104
EBAY	EBAY INC	73,142	$4.406M	0.5%	$20.29	+9.4%	COM	278642103
COST	COSTCO WHSL CORP NEW	32,110	$4.337M	0.4%	$91.84	+30.9%	COM	22160K105
JNJ	JOHNSON & JOHNSON	44,007	$4.289M	0.4%	$65.63	+13.5%	COM	478160104
ORCL	ORACLE CORP	101,612	$4.095M	0.4%	$27.95	+32.4%	COM	68389X105
SLB	SCHLUMBERGER LTD	46,041	$3.968M	0.4%	$57.49	+16.2%	COM	806857108
TGT	TARGET CORP	48,551	$3.963M	0.4%	$47.95	+23.2%	COM	87612E106
MDLZ	MONDELEZ INTL INC	94,120	$3.872M	0.4%	$25.64	+20.3%	CL A	609207105
MS	MORGAN STANLEY	99,124	$3.845M	0.4%	$19.14	+48.3%	COM NEW	617446448
—	UNITED TECHNOLOGIES CORP	34,571	$3.835M	0.4%	$94.18	—	COM	913017109
—	AETNA INC NEW	29,495	$3.759M	0.4%	$69.45	—	COM	00817Y108
BA	BOEING CO	26,980	$3.743M	0.4%	$89.37	+44.2%	COM	097023105
BAX	BAXTER INTL INC	52,212	$3.651M	0.4%	$30.64	+2.7%	COM	071813109
DHR	DANAHER CORP DEL	42,466	$3.635M	0.4%	$25.01	+39.4%	COM	235851102
COP	CONOCOPHILLIPS	58,888	$3.616M	0.4%	$44.13	+5.1%	COM	20825C104
MRK	MERCK & CO INC NEW	61,508	$3.502M	0.4%	$31.71	+26.9%	COM	58933Y105
—	BLACKROCK INC	9,941	$3.439M	0.4%	$256.82	—	COM	09247X101
MO	ALTRIA GROUP INC	69,855	$3.417M	0.4%	$16.53	+52.8%	COM	02209S103
MCD	MCDONALDS CORP	35,791	$3.403M	0.4%	$71.81	+3.3%	COM	580135101
—	DU PONT E I DE NEMOURS & CO	52,726	$3.372M	0.3%	$62.21	—	COM	263534109
CAT	CATERPILLAR INC DEL	39,631	$3.362M	0.3%	$63.27	+4.1%	COM	149123101
—	ROYAL DUTCH SHELL PLC	58,062	$3.31M	0.3%	$60.83	—	SPONS ADR A	780259206
USB	US BANCORP DEL	74,484	$3.233M	0.3%	$22.41	+33.4%	COM NEW	902973304
—	PRICELINE GRP INC	2,808	$3.233M	0.3%	$1006.02	—	COM NEW	741503403
—	GENERAL ELECTRIC CO	117,610	$3.125M	0.3%	$23.74	—	COM	369604103
KO	COCA COLA CO	77,641	$3.046M	0.3%	$28.65	+1.4%	COM	191216100
UPS	UNITED PARCEL SERVICE INC	30,973	$3.002M	0.3%	$55.58	+21.8%	CL B	911312106
BP	BP PLC	74,576	$2.98M	0.3%	$41.07	—	SPONSORED ADR	055622104
BIDU	BAIDU INC	14,671	$2.921M	0.3%	$164.75	—	SPON ADR REP A	056752108
—	REYNOLDS AMERICAN INC	38,947	$2.908M	0.3%	$48.93	—	COM	761713106
F	FORD MTR CO DEL	190,482	$2.859M	0.3%	$7.68	+14.0%	COM PAR $0.01	345370860
REGN	REGENERON PHARMACEUTICALS	5,532	$2.822M	0.3%	$313.81	+54.8%	COM	75886F107
TSLA	TESLA MTRS INC	10,468	$2.808M	0.3%	$11.88	+33.1%	COM	88160R101
FITB	FIFTH THIRD BANCORP	130,890	$2.725M	0.3%	$13.56	+3.4%	COM	316773100
—	KRAFT FOODS GROUP INC	31,820	$2.709M	0.3%	$61.56	—	COM	50076Q106
BMY	BRISTOL MYERS SQUIBB CO	40,149	$2.672M	0.3%	$33.50	+37.3%	COM	110122108
—	DIRECTV	27,796	$2.579M	0.3%	$72.14	—	COM	25490A309
DIS	DISNEY WALT CO	22,311	$2.547M	0.3%	$56.62	+76.6%	COM DISNEY	254687106
PAYX	PAYCHEX INC	53,700	$2.517M	0.3%	$26.31	+34.6%	COM	704326107
—	YAHOO INC	63,599	$2.499M	0.3%	$34.99	—	COM	984332106
—	TWENTY FIRST CENTY FOX INC	75,674	$2.463M	0.3%	$34.25	—	CL A	90130A101
—	HEWLETT PACKARD CO	81,193	$2.437M	0.3%	$24.98	—	COM	428236103
NFLX	NETFLIX INC	3,636	$2.389M	0.2%	$4.82	+73.7%	COM	64110L106
ADBE	ADOBE SYS INC	29,037	$2.352M	0.2%	$57.52	+35.7%	COM	00724F101
DUK	DUKE ENERGY CORP NEW	32,779	$2.315M	0.2%	$42.35	+15.0%	COM NEW	26441C204
—	E M C CORP MASS	87,426	$2.307M	0.2%	$26.55	—	COM	268648102
ISRG	INTUITIVE SURGICAL INC	4,692	$2.273M	0.2%	$54.34	+2.9%	COM NEW	46120E602
SPY	SPDR S&P 500 ETF TR	11,024	$2.269M	0.2%	$205.82	—	TR UNIT	78462F103
AJG	GALLAGHER ARTHUR J & CO	47,860	$2.264M	0.2%	$33.72	+17.6%	COM	363576109
BRK/B	BERKSHIRE HATHAWAY INC DEL	16,429	$2.236M	0.2%	$113.28	+25.9%	CL B NEW	084670702
V	VISA INC	33,157	$2.226M	0.2%	$58.53	+7.5%	COM CL A	92826C839
ADP	AUTOMATIC DATA PROCESSING IN	27,203	$2.182M	0.2%	$53.65	+26.0%	COM	053015103
AMAT	APPLIED MATLS INC	113,372	$2.179M	0.2%	$16.13	+11.6%	COM	038222105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	35,261	$2.154M	0.2%	$41.82	+33.1%	CL A	192446102
IWM	ISHARES TR	17,239	$2.152M	0.2%	$100.23	—	RUSSELL 2000 ETF	464287655
PEP	PEPSICO INC	22,801	$2.128M	0.2%	$57.67	+20.2%	COM	713448108
EOG	EOG RES INC	24,164	$2.116M	0.2%	$66.92	+1.4%	COM	26875P101
KMB	KIMBERLY CLARK CORP	19,726	$2.09M	0.2%	$63.06	+20.3%	COM	494368103
—	AVAGO TECHNOLOGIES LTD	15,698	$2.087M	0.2%	$82.28	—	SHS	Y0486S104
—	ALEXION PHARMACEUTICALS INC	11,479	$2.075M	0.2%	$136.14	—	COM	015351109
—	PRAXAIR INC	17,335	$2.072M	0.2%	$115.14	—	COM	74005P104
UNP	UNION PAC CORP	21,163	$2.018M	0.2%	$66.51	+23.3%	COM	907818108
ADI	ANALOG DEVICES INC	31,142	$1.999M	0.2%	$36.96	+41.4%	COM	032654105
CAG	CONAGRA FOODS INC	45,637	$1.995M	0.2%	$17.65	+18.0%	COM	205887102
ED	CONSOLIDATED EDISON INC	34,227	$1.981M	0.2%	$37.50	+9.4%	COM	209115104
FISV	FISERV INC	23,677	$1.961M	0.2%	$29.95	+34.2%	COM	337738108
—	ANADARKO PETE CORP	25,090	$1.959M	0.2%	$85.80	—	COM	032511107
PNC	PNC FINL SVCS GROUP INC	20,262	$1.938M	0.2%	$63.72	+6.2%	COM	693475105
—	BAKER HUGHES INC	30,839	$1.903M	0.2%	$46.43	—	COM	057224107
TMO	THERMO FISHER SCIENTIFIC INC	14,158	$1.837M	0.2%	$98.10	+28.7%	COM	883556102
PFE	PFIZER INC	53,078	$1.78M	0.2%	$16.69	+24.5%	COM	717081103
CL	COLGATE PALMOLIVE CO	27,079	$1.771M	0.2%	$44.38	+19.4%	COM	194162103
MU	MICRON TECHNOLOGY INC	93,776	$1.767M	0.2%	$21.84	+19.1%	COM	595112103
—	LINEAR TECHNOLOGY CORP	39,336	$1.74M	0.2%	$38.48	—	COM	535678106
FDX	FEDEX CORP	10,137	$1.727M	0.2%	$98.52	+50.6%	COM	31428X106
—	BOFI HLDG INC	15,979	$1.689M	0.2%	$78.43	—	COM	05566U108
MCO	MOODYS CORP	15,490	$1.672M	0.2%	$53.10	+82.2%	COM	615369105
MA	MASTERCARD INC	17,826	$1.666M	0.2%	$76.95	+11.9%	CL A	57636Q104
NOC	NORTHROP GRUMMAN CORP	10,488	$1.664M	0.2%	$62.64	+114.9%	COM	666807102
—	BROADCOM CORP	31,974	$1.646M	0.2%	$34.90	—	CL A	111320107
PSX	PHILLIPS 66	20,281	$1.634M	0.2%	$47.80	+12.3%	COM	718546104
—	LIBERTY GLOBAL PLC	31,976	$1.619M	0.2%	$49.82	—	SHS CL C	G5480U120
VRTX	VERTEX PHARMACEUTICALS INC	13,028	$1.609M	0.2%	$88.47	+42.4%	COM	92532F100
ILMN	ILLUMINA INC	7,358	$1.607M	0.2%	$163.57	+19.4%	COM	452327109
—	LAM RESEARCH CORP	19,560	$1.591M	0.2%	$75.87	—	COM	512807108
—	E M C CORP MASS	59,400	$1.568M	0.2%	$26.55	—	Put	268648102
PFG	PRINCIPAL FINL GROUP INC	30,491	$1.564M	0.2%	$23.49	+49.1%	COM	74251V102
WDC	WESTERN DIGITAL CORP	19,769	$1.55M	0.2%	$53.60	+12.4%	COM	958102105
—	ASPEN INSURANCE HOLDINGS LTD	32,277	$1.546M	0.2%	$37.08	—	SHS	G05384105
BURL	BURLINGTON STORES INC	30,000	$1.536M	0.2%	$53.64	-0.3%	COM	122017106
INTU	INTUIT	15,112	$1.523M	0.2%	$67.58	+38.8%	COM	461202103
AAL	AMERICAN AIRLS GROUP INC	37,891	$1.513M	0.2%	$47.80	-9.3%	COM	02376R102
WMT	WAL-MART STORES INC	21,303	$1.511M	0.2%	$20.31	+2.8%	COM	931142103
PCAR	PACCAR INC	23,574	$1.504M	0.2%	$24.60	+16.9%	COM	693718108
SXT	SENSIENT TECHNOLOGIES CORP	21,970	$1.501M	0.2%	$57.26	+18.6%	COM	81725T100
—	WHITEWAVE FOODS CO	30,303	$1.481M	0.2%	$29.15	—	COM	966244105
BRK/A	BERKSHIRE HATHAWAY INC DEL	7	$1.434M	0.1%	$206963.38	+3.7%	CL A	084670108
MNST	MONSTER BEVERAGE CORP NEW	10,670	$1.43M	0.1%	$22.33	0.0%	COM	61174X109
NEE	NEXTERA ENERGY INC	14,554	$1.427M	0.1%	$14.22	+35.7%	COM	65339F101
—	CIGNA CORPORATION	8,696	$1.409M	0.1%	$104.16	—	COM	125509109
IBM	INTERNATIONAL BUSINESS MACHS	8,600	$1.399M	0.1%	$110.85	-7.1%	Put	459200101
CVS	CVS HEALTH CORP	13,113	$1.375M	0.1%	$48.28	+55.8%	COM	126650100
GPRO	GOPRO INC	26,000	$1.371M	0.1%	$51.39	0.0%	CL A	38268T103
EW	EDWARDS LIFESCIENCES CORP	9,565	$1.362M	0.1%	$15.51	+45.5%	COM	28176E108
—	ANSYS INC	14,903	$1.36M	0.1%	$75.10	—	COM	03662Q105
ORLY	O REILLY AUTOMOTIVE INC NEW	6,017	$1.36M	0.1%	$9.35	+58.7%	COM	67103H107
HAIN	HAIN CELESTIAL GROUP INC	20,468	$1.348M	0.1%	$47.23	+33.7%	COM	405217100
STT	STATE STR CORP	17,493	$1.347M	0.1%	$44.60	+29.2%	COM	857477103
EXC	EXELON CORP	41,802	$1.313M	0.1%	$16.06	+2.3%	COM	30161N101
ICE	INTERCONTINENTAL EXCHANGE IN	5,853	$1.309M	0.1%	$35.61	+13.7%	COM	45866F104
TSN	TYSON FOODS INC	30,329	$1.293M	0.1%	$30.95	+3.4%	CL A	902494103
—	ROCKWELL COLLINS INC	13,824	$1.277M	0.1%	$64.83	—	COM	774341101
BK	BANK NEW YORK MELLON CORP	30,142	$1.265M	0.1%	$21.40	+52.7%	COM	064058100
—	STANDARD PAC CORP NEW	141,882	$1.264M	0.1%	$7.35	—	COM	85375C101
—	VIACOM INC NEW	19,513	$1.261M	0.1%	$71.27	—	CL B	92553P201
—	CERNER CORP	18,106	$1.25M	0.1%	$67.44	—	COM	156782104
NXPI	NXP SEMICONDUCTORS N V	12,574	$1.235M	0.1%	$59.02	+54.4%	COM	N6596X109
EFA	ISHARES TR	19,189	$1.218M	0.1%	$57.54	—	MSCI EAFE ETF	464287465
—	COMCAST CORP NEW	20,073	$1.203M	0.1%	$56.07	—	CL A SPL	20030N200
—	TWENTY FIRST CENTY FOX INC	37,263	$1.201M	0.1%	$32.88	—	CL B	90130A200
AYI	ACUITY BRANDS INC	6,654	$1.198M	0.1%	$86.78	+95.5%	COM	00508Y102
EA	ELECTRONIC ARTS INC	17,776	$1.182M	0.1%	$53.17	+12.4%	COM	285512109
UNFI	UNITED NAT FOODS INC	18,179	$1.158M	0.1%	$61.93	+9.4%	COM	911163103
—	STANCORP FINL GROUP INC	15,177	$1.148M	0.1%	$49.43	—	COM	852891100
DVN	DEVON ENERGY CORP NEW	19,019	$1.131M	0.1%	$37.04	+19.4%	COM	25179M103
—	SEAGATE TECHNOLOGY PLC	23,722	$1.127M	0.1%	$54.72	—	SHS	G7945M107
QRVO	QORVO INC	13,977	$1.122M	0.1%	$71.21	+8.9%	COM	74736K101
CSIQ	CANADIAN SOLAR INC	39,000	$1.115M	0.1%	$25.80	+32.9%	COM	136635109
AAP	ADVANCE AUTO PARTS INC	6,993	$1.114M	0.1%	$72.11	+85.3%	COM	00751Y106
MAR	MARRIOTT INTL INC NEW	14,839	$1.104M	0.1%	$52.21	+36.4%	CL A	571903202
SO	SOUTHERN CO	26,220	$1.099M	0.1%	$27.20	+2.2%	COM	842587107
KLAC	KLA-TENCOR CORP	19,334	$1.087M	0.1%	$37.62	+27.3%	COM	482480100
ROST	ROSS STORES INC	22,336	$1.086M	0.1%	$29.05	+55.8%	COM	778296103
FSLR	FIRST SOLAR INC	22,670	$1.065M	0.1%	$47.56	+17.4%	COM	336433107
AXP	AMERICAN EXPRESS CO	13,511	$1.05M	0.1%	$66.91	+1.7%	COM	025816109
HAL	HALLIBURTON CO	24,333	$1.048M	0.1%	$36.17	+3.7%	COM	406216101
OLED	UNIVERSAL DISPLAY CORP	20,200	$1.045M	0.1%	$29.13	+64.0%	COM	91347P105
MRSH	MARSH & MCLENNAN COS INC	18,425	$1.045M	0.1%	$31.86	+50.9%	COM	571748102
GT	GOODYEAR TIRE & RUBR CO	34,556	$1.042M	0.1%	$23.50	+26.4%	COM	382550101
CHD	CHURCH & DWIGHT INC	12,816	$1.04M	0.1%	$26.18	+39.0%	COM	171340102
ARE	ALEXANDRIA REAL ESTATE EQ IN	11,798	$1.032M	0.1%	$52.40	+21.5%	COM	015271109
ARW	ARROW ELECTRS INC	18,399	$1.027M	0.1%	$47.31	+28.5%	COM	042735100
DAL	DELTA AIR LINES INC DEL	24,780	$1.018M	0.1%	$30.93	+24.1%	COM NEW	247361702
HON	HONEYWELL INTL INC	9,833	$1.003M	0.1%	$60.11	+24.4%	COM	438516106
—	SIRIUS XM HLDGS INC	267,458	$998K	0.1%	$3.50	—	COM	82968B103
PM	PHILIP MORRIS INTL INC	12,349	$990K	0.1%	$49.85	-3.1%	COM	718172109
KMI	KINDER MORGAN INC DEL	25,738	$988K	0.1%	$23.82	+2.1%	COM	49456B101
KR	KROGER CO	13,607	$987K	0.1%	$20.01	+47.5%	COM	501044101
SIG	SIGNET JEWELERS LIMITED	7,681	$985K	0.1%	$54.92	+99.1%	SHS	G81276100
NVS	NOVARTIS A G	9,890	$973K	0.1%	$70.74	—	SPONSORED ADR	66987V109
ADSK	AUTODESK INC	19,286	$966K	0.1%	$50.07	+14.2%	COM	052769106
—	TRINA SOLAR LIMITED	83,000	$966K	0.1%	$11.17	—	SPON ADR	89628E104
SRE	SEMPRA ENERGY	9,703	$960K	0.1%	$27.60	+37.1%	COM	816851109
—	FOOT LOCKER INC	14,174	$950K	0.1%	$35.15	—	COM	344849104
UNH	UNITEDHEALTH GROUP INC	7,766	$947K	0.1%	$53.90	+84.8%	COM	91324P102
MTD	METTLER TOLEDO INTERNATIONAL	2,734	$934K	0.1%	$212.95	+54.6%	COM	592688105
—	LIBERTY PPTY TR	28,731	$926K	0.1%	$35.32	—	SH BEN INT	531172104
LNC	LINCOLN NATL CORP IND	15,506	$918K	0.1%	$36.07	+9.9%	COM	534187109
HOLX	HOLOGIC INC	24,014	$914K	0.1%	$20.89	+67.6%	COM	436440101
—	SIGMA ALDRICH CORP	6,501	$906K	0.1%	$106.68	—	COM	826552101
CNC	CENTENE CORP DEL	11,241	$904K	0.1%	$24.63	+45.8%	COM	15135B101
—	ALTERA CORP	17,539	$898K	0.1%	$35.43	—	COM	021441100
—	CHARTER COMMUNICATIONS INC D	5,226	$895K	0.1%	$148.64	—	CL A NEW	16117M305
DLTR	DOLLAR TREE INC	11,324	$894K	0.1%	$57.41	+37.7%	COM	256746108
—	ALLERGAN PLC	2,930	$889K	0.1%	$303.41	—	SHS	G0177J108
VOD	VODAFONE GROUP PLC NEW	24,324	$887K	0.1%	$35.26	—	SPNSR ADR NO PAR	92857W308
—	JARDEN CORP	17,140	$887K	0.1%	$46.65	—	COM	471109108
—	OMNICARE INC	9,377	$884K	0.1%	$47.69	—	COM	681904108
FE	FIRSTENERGY CORP	27,097	$882K	0.1%	$24.51	-8.5%	COM	337932107
LKQ	LKQ CORP	29,031	$878K	0.1%	$21.42	+16.5%	COM	501889208
PCG	PG&E CORP	17,830	$875K	0.1%	$38.69	+22.6%	COM	69331C108
WAB	WABTEC CORP	9,221	$869K	0.1%	$49.35	+87.3%	COM	929740108
PII	POLARIS INDS INC	5,852	$867K	0.1%	$90.50	+59.0%	COM	731068102
—	COOPER COS INC	4,782	$851K	0.1%	$119.00	—	COM NEW	216648402
—	SYMANTEC CORP	36,252	$843K	0.1%	$23.21	—	COM	871503108
—	TOWERS WATSON & CO	6,700	$843K	0.1%	$83.80	—	CL A	891894107
—	CDK GLOBAL INC	15,588	$841K	0.1%	$40.74	—	COM	12508E101
—	FEDERAL REALTY INVT TR	6,527	$836K	0.1%	$103.71	—	SH BEN INT NEW	313747206
EMN	EASTMAN CHEM CO	10,108	$827K	0.1%	$55.38	-1.0%	COM	277432100
—	ACTIVISION BLIZZARD INC	33,735	$817K	0.1%	$18.30	—	COM	00507V109
EG	EVEREST RE GROUP LTD	4,481	$816K	0.1%	$99.45	+46.1%	COM	G3223R108
MET	METLIFE INC	14,504	$812K	0.1%	$30.17	+9.8%	COM	59156R108
ALK	ALASKA AIR GROUP INC	12,604	$812K	0.1%	$34.38	+72.1%	COM	011659109
MDT	MEDTRONIC PLC	10,936	$810K	0.1%	$58.10	+1.2%	SHS	G5960L103
—	GENESEE & WYO INC	10,598	$807K	0.1%	$90.64	—	CL A	371559105
D	DOMINION RES INC VA NEW	12,051	$806K	0.1%	$41.38	+7.7%	COM	25746U109
TMO	THERMO FISHER SCIENTIFIC INC	6,200	$805K	0.1%	$98.10	+28.7%	Put	883556102
—	HOLLYFRONTIER CORP	18,752	$801K	0.1%	$42.77	—	COM	436106108
LUV	SOUTHWEST AIRLS CO	23,962	$793K	0.1%	$34.34	+0.8%	COM	844741108
UTHR	UNITED THERAPEUTICS CORP DEL	4,551	$792K	0.1%	$64.42	+179.2%	COM	91307C102
—	ENERGIZER HLDGS INC	5,949	$783K	0.1%	$100.52	—	COM	29266R108
UDR	UDR INC	24,450	$783K	0.1%	$15.84	+42.7%	COM	902653104
—	JOHNSON CTLS INC	15,739	$780K	0.1%	$46.21	—	COM	478366107
SAN	BANCO SANTANDER SA	111,078	$779K	0.1%	$7.29	—	ADR	05964H105
—	NEW YORK CMNTY BANCORP INC	42,406	$779K	0.1%	$14.00	—	COM	649445103
—	WHOLE FOODS MKT INC	19,353	$763K	0.1%	$50.64	—	COM	966837106
—	SOLARCITY CORP	14,200	$760K	0.1%	$53.36	—	COM	83416T100
SNPS	SYNOPSYS INC	14,928	$756K	0.1%	$35.52	+37.0%	COM	871607107
RMD	RESMED INC	13,359	$753K	0.1%	$40.00	+38.4%	COM	761152107
IT	GARTNER INC	8,719	$748K	0.1%	$56.76	+51.0%	COM	366651107
—	ALLEGHANY CORP DEL	1,595	$748K	0.1%	$383.08	—	COM	017175100
—	ASHLAND INC NEW	6,113	$745K	0.1%	$83.52	—	COM	044209104
—	SPECTRA ENERGY CORP	22,856	$745K	0.1%	$34.48	—	COM	847560109
AEIS	ADVANCED ENERGY INDS	26,791	$736K	0.1%	$20.75	+28.2%	COM	007973100
VLO	VALERO ENERGY CORP NEW	11,734	$735K	0.1%	$28.89	+34.8%	COM	91913Y100
JLL	JONES LANG LASALLE INC	4,294	$734K	0.1%	$90.65	+81.5%	COM	48020Q107
ABBNY	ABB LTD	35,000	$731K	0.1%	$22.91	—	SPONSORED ADR	000375204
AGG	ISHARES TR	6,694	$728K	0.1%	$107.20	—	CORE US AGGBD ET	464287226
JBHT	HUNT J B TRANS SVCS INC	8,866	$728K	0.1%	$64.12	+22.6%	COM	445658107
—	SUNEDISON INC	24,142	$722K	0.1%	$8.94	—	COM	86732Y109
RJF	RAYMOND JAMES FINANCIAL INC	12,069	$719K	0.1%	$24.09	+37.8%	COM	754730109
FBIN	FORTUNE BRANDS HOME & SEC IN	15,627	$716K	0.1%	$27.93	+20.4%	COM	34964C106
RCI	ROGERS COMMUNICATIONS INC	20,140	$716K	0.1%	$47.39	-26.4%	CL B	775109200
—	BED BATH & BEYOND INC	10,381	$716K	0.1%	$71.61	—	COM	075896100
MD	MEDNAX INC	9,620	$713K	0.1%	$49.21	+46.3%	COM	58502B106
—	HCC INS HLDGS INC	9,273	$713K	0.1%	$43.09	—	COM	404132102
SCI	SERVICE CORP INTL	24,164	$711K	0.1%	$17.74	+59.9%	COM	817565104
—	PATTERN ENERGY GROUP INC	25,000	$710K	0.1%	$28.83	—	CL A	70338P100
—	SANDISK CORP	12,159	$708K	0.1%	$65.26	—	COM	80004C101
—	SVB FINL GROUP	4,916	$708K	0.1%	$83.40	—	COM	78486Q101
SBNY	SIGNATURE BK NEW YORK N Y	4,820	$706K	0.1%	$83.04	—	COM	82669G104
—	DISH NETWORK CORP	10,424	$706K	0.1%	$66.67	—	CL A	25470M109
CYH	COMMUNITY HEALTH SYS INC NEW	11,140	$701K	0.1%	$36.91	+21.5%	COM	203668108
—	SUNPOWER CORP	24,600	$699K	0.1%	$30.60	—	COM	867652406
—	SBA COMMUNICATIONS CORP	6,026	$693K	0.1%	$102.40	—	COM	78388J106
EXR	EXTRA SPACE STORAGE INC	10,587	$690K	0.1%	$26.60	+71.7%	COM	30225T102
—	CA INC	23,309	$683K	0.1%	$29.67	—	COM	12673P105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	30,000	$681K	0.1%	$18.33	—	SPONSORED ADR	874039100
—	GLAXOSMITHKLINE PLC	16,331	$680K	0.1%	$44.33	—	SPONSORED ADR	37733W105
MAN	MANPOWERGROUP INC	7,581	$678K	0.1%	$55.02	+56.7%	COM	56418H100
AKAM	AKAMAI TECHNOLOGIES INC	9,706	$678K	0.1%	$52.70	+40.8%	COM	00971T101
WSM	WILLIAMS SONOMA INC	8,204	$675K	0.1%	$20.11	+51.3%	COM	969904101
PNW	PINNACLE WEST CAP CORP	11,806	$672K	0.1%	$35.40	+12.3%	COM	723484101
GPN	GLOBAL PMTS INC	6,479	$670K	0.1%	$22.14	+120.1%	COM	37940X102
CWCO	CONSOLIDATED WATER CO INC	53,000	$668K	0.1%	$9.08	+5.9%	ORD	G23773107
AN	AUTONATION INC	10,584	$667K	0.1%	$62.46	+1.7%	COM	05329W102
FAST	FASTENAL CO	15,803	$667K	0.1%	$8.56	-7.3%	COM	311900104
TSCO	TRACTOR SUPPLY CO	7,405	$666K	0.1%	$11.35	+33.5%	COM	892356106
CHKP	CHECK POINT SOFTWARE TECH LT	8,312	$661K	0.1%	$67.98	+24.3%	ORD	M22465104
MSCI	MSCI INC	10,732	$661K	0.1%	$29.77	+85.3%	COM	55354G100
KEYS	KEYSIGHT TECHNOLOGIES INC	20,981	$654K	0.1%	$32.07	+6.6%	COM	49338L103
—	KEURIG GREEN MTN INC	8,515	$653K	0.1%	$109.92	—	COM	49271M100
LLY	LILLY ELI & CO	7,741	$646K	0.1%	$42.90	+47.3%	COM	532457108
HSIC	SCHEIN HENRY INC	4,538	$645K	0.1%	$37.21	+48.6%	COM	806407102
NKE	NIKE INC	5,964	$644K	0.1%	$28.10	+59.4%	CL B	654106103
PRU	PRUDENTIAL FINL INC	7,343	$643K	0.1%	$48.05	+10.8%	COM	744320102
KYOCY	KYOCERA CORP	12,300	$640K	0.1%	$47.64	—	ADR	501556203
DE	DEERE & CO	6,565	$637K	0.1%	$68.42	+10.1%	COM	244199105
AIG	AMERICAN INTL GROUP INC	10,299	$637K	0.1%	$33.85	+34.4%	COM NEW	026874784
LBTYAUSD	LIBERTY GLOBAL PLC	11,726	$634K	0.1%	$63.73	—	SHS CL A	G5480U104
—	XILINX INC	14,312	$632K	0.1%	$42.46	—	COM	983919101
JKS	JINKOSOLAR HLDG CO LTD	21,400	$632K	0.1%	$26.04	—	SPONSORED ADR	47759T100
RF	REGIONS FINL CORP NEW	60,866	$631K	0.1%	$6.69	+3.5%	COM	7591EP100
RPM	RPM INTL INC	12,787	$626K	0.1%	$32.11	+53.3%	COM	749685103
—	DRESSER-RAND GROUP INC	7,343	$625K	0.1%	$60.02	—	COM	261608103
RGA	REINSURANCE GROUP AMER INC	6,581	$624K	0.1%	$63.27	+48.7%	COM NEW	759351604
—	CVR REFNG LP	34,000	$622K	0.1%	$18.29	—	COMUNIT REP LT	12663P107
IYR	ISHARES TR	8,707	$621K	0.1%	$68.32	—	U.S. REAL ES ETF	464287739
—	CITRIX SYS INC	8,806	$618K	0.1%	$62.55	—	COM	177376100
GRMN	GARMIN LTD	14,057	$618K	0.1%	$36.51	-7.8%	SHS	H2906T109
—	STERICYCLE INC	4,605	$617K	0.1%	$120.00	—	COM	858912108
EWBC	EAST WEST BANCORP INC	13,752	$616K	0.1%	$19.15	+75.5%	COM	27579R104
DTE	DTE ENERGY CO	8,258	$616K	0.1%	$38.29	+22.3%	COM	233331107
—	CREE INC	23,657	$616K	0.1%	$58.27	—	COM	225447101
CSL	CARLISLE COS INC	6,147	$615K	0.1%	$55.89	+53.4%	COM	142339100
CPT	CAMDEN PPTY TR	8,277	$615K	0.1%	$42.93	+16.1%	SH BEN INT	133131102
SEIC	SEI INVESTMENTS CO	12,496	$613K	0.1%	$24.76	+66.5%	COM	784117103
LNT	ALLIANT ENERGY CORP	10,627	$613K	0.1%	$16.89	+28.0%	COM	018802108
—	DUKE REALTY CORP	32,737	$608K	0.1%	$17.02	—	COM NEW	264411505
FDS	FACTSET RESH SYS INC	3,719	$604K	0.1%	$83.78	+73.6%	COM	303075105
TRIP	TRIPADVISOR INC	6,922	$603K	0.1%	$77.30	-6.5%	COM	896945201
TRMB	TRIMBLE NAVIGATION LTD	25,655	$602K	0.1%	$27.63	-11.6%	COM	896239100
NVDA	NVIDIA CORP	29,936	$602K	0.1%	$0.40	+31.9%	COM	67066G104
DPZ	DOMINOS PIZZA INC	5,269	$598K	0.1%	$54.94	+74.3%	COM	25754A201
IEX	IDEX CORP	7,606	$598K	0.1%	$45.08	+49.8%	COM	45167R104
—	VALSPAR CORP	7,303	$598K	0.1%	$64.68	—	COM	920355104
ALB	ALBEMARLE CORP	10,773	$595K	0.1%	$50.70	+0.9%	COM	012653101
TOL	TOLL BROTHERS INC	15,510	$592K	0.1%	$33.80	+10.8%	COM	889478103
—	CATAMARAN CORP	9,682	$591K	0.1%	$48.91	—	COM	148887102
PKG	PACKAGING CORP AMER	9,425	$589K	0.1%	$32.81	+55.7%	COM	695156109
IDXX	IDEXX LABS INC	9,136	$586K	0.1%	$56.46	+22.6%	COM	45168D104
CRI	CARTER INC	5,483	$583K	0.1%	$52.18	+46.7%	COM	146229109
MLKN	MILLER HERMAN INC	20,124	$582K	0.1%	$21.34	+2.9%	COM	600544100
—	LIBERTY INTERACTIVE CORP	20,790	$577K	0.1%	$26.60	—	QVC GP COM SER A	53071M104
BR	BROADRIDGE FINL SOLUTIONS IN	11,497	$575K	0.1%	$20.36	+117.0%	COM	11133T103
MCK	MCKESSON CORP	2,554	$574K	0.1%	$152.89	+39.4%	COM	58155Q103
EEM	ISHARES TR	14,398	$570K	0.1%	$38.54	—	MSCI EMG MKT ETF	464287234
UGI	UGI CORP NEW	16,518	$569K	0.1%	$28.89	+22.8%	COM	902681105
—	HUBBELL INC	5,224	$566K	0.1%	$99.07	—	CL B	443510201
SWKS	SKYWORKS SOLUTIONS INC	5,431	$565K	0.1%	$81.63	0.0%	COM	83088M102
KRC	KILROY RLTY CORP	8,334	$560K	0.1%	$53.02	—	COM	49427F108
—	WASTE CONNECTIONS INC	11,891	$560K	0.1%	$41.12	—	COM	941053100
—	B/E AEROSPACE INC	10,088	$554K	0.1%	$63.11	—	COM	073302101
—	TIME WARNER INC	6,332	$553K	0.1%	$62.10	—	COM NEW	887317303
CSX	CSX CORP	16,902	$552K	0.1%	$8.26	+18.9%	COM	126408103
CDNS	CADENCE DESIGN SYSTEM INC	28,043	$551K	0.1%	$14.08	+37.7%	COM	127387108
INGR	INGREDION INC	6,884	$549K	0.1%	$70.28	+14.3%	COM	457187102
FTNT	FORTINET INC	13,266	$548K	0.1%	$4.48	+73.4%	COM	34959E109
—	SIERRA WIRELESS INC	22,000	$547K	0.1%	$22.92	—	COM	826516106
OGE	OGE ENERGY CORP	19,095	$546K	0.1%	$35.46	-12.2%	COM	670837103
—	STAPLES INC	35,404	$542K	0.1%	$15.74	—	COM	855030102
ZBRA	ZEBRA TECHNOLOGIES CORP	4,878	$542K	0.1%	$45.53	+128.0%	CL A	989207105
NTAP	NETAPP INC	17,134	$541K	0.1%	$28.25	-6.4%	COM	64110D104
AVT	AVNET INC	13,129	$540K	0.1%	$25.70	+35.2%	COM	053807103
TFX	TELEFLEX INC	3,967	$537K	0.1%	$72.98	+62.7%	COM	879369106
UNM	UNUM GROUP	14,966	$535K	0.1%	$34.97	0.0%	COM	91529Y106
—	SIRONA DENTAL SYSTEMS INC	5,304	$533K	0.1%	$82.48	—	COM	82966C103
ACN	ACCENTURE PLC IRELAND	5,466	$529K	0.1%	$65.55	+23.1%	SHS CLASS A	G1151C101
REG	REGENCY CTRS CORP	8,933	$527K	0.1%	$33.45	+27.7%	COM	758849103
MAA	MID-AMER APT CMNTYS INC	7,209	$525K	0.1%	$40.58	+28.8%	COM	59522J103
—	MONSANTO CO NEW	4,926	$525K	0.1%	$102.28	—	COM	61166W101
—	DUNKIN BRANDS GROUP INC	9,507	$523K	0.1%	$55.01	—	COM	265504100
CWT	CALIFORNIA WTR SVC GROUP	22,900	$523K	0.1%	$18.03	+6.6%	COM	130788102
IP	INTL PAPER CO	10,975	$522K	0.1%	$27.22	+15.7%	COM	460146103
HII	HUNTINGTON INGALLS INDS INC	4,626	$521K	0.1%	$43.35	+140.2%	COM	446413106
AOS	SMITH A O	7,206	$519K	0.1%	$18.95	+53.2%	COM	831865209
CHRW	C H ROBINSON WORLDWIDE INC	8,314	$519K	0.1%	$47.55	+7.5%	COM NEW	12541W209
—	DISCOVER FINL SVCS	8,988	$518K	0.1%	$60.37	—	COM	254709108
NVR	NVR INC	385	$516K	0.1%	$993.91	+35.8%	COM	62944T105
ITRI	ITRON INC	14,945	$515K	0.1%	$40.94	-11.3%	COM	465741106
VRSK	VERISK ANALYTICS INC	7,068	$514K	0.1%	$61.66	+13.9%	COM	92345Y106
AMP	AMERIPRISE FINL INC	4,069	$508K	0.1%	$102.83	-1.0%	COM	03076C106
BUD	ANHEUSER BUSCH INBEV SA/NV	4,200	$507K	0.1%	$90.21	—	SPONSORED ADR	03524A108
JKHY	HENRY JACK & ASSOC INC	7,834	$507K	0.1%	$39.46	+47.8%	COM	426281101
—	INFORMATICA CORP	10,411	$505K	0.1%	$34.97	—	COM	45666Q102
WRB	BERKLEY W R CORP	9,726	$505K	0.1%	$9.58	+23.0%	COM	084423102
WYNN	WYNN RESORTS LTD	5,070	$500K	0.1%	$134.82	-27.3%	COM	983134107
—	HEALTH NET INC	7,718	$495K	0.1%	$31.82	—	COM	42222G108
—	EZCHIP SEMICONDUCTOR LIMITED	31,000	$495K	0.1%	$15.97	—	ORD	M4146Y108
LMT	LOCKHEED MARTIN CORP	2,659	$494K	0.1%	$90.89	+59.1%	COM	539830109
JBLU	JETBLUE AIRWAYS CORP	23,748	$493K	0.1%	$6.54	+209.5%	COM	477143101
ATO	ATMOS ENERGY CORP	9,617	$493K	0.1%	$31.05	+33.7%	COM	049560105
LOW	LOWES COS INC	7,300	$489K	0.1%	$32.16	+82.9%	COM	548661107
DKS	DICKS SPORTING GOODS INC	9,398	$487K	0.1%	$36.98	+12.2%	COM	253393102
VYX	NCR CORP NEW	16,133	$486K	0.1%	$18.55	-0.3%	COM	62886E108
EXPD	EXPEDITORS INTL WASH INC	10,497	$484K	0.1%	$36.77	+11.6%	COM	302130109
—	DELPHI AUTOMOTIVE PLC	5,673	$483K	0.0%	$73.41	—	SHS	G27823106
A	AGILENT TECHNOLOGIES INC	12,503	$482K	0.0%	$30.32	+25.6%	COM	00846U101
TRV	TRAVELERS COMPANIES INC	4,964	$480K	0.0%	$70.35	+15.0%	COM	89417E109
—	ENERGEN CORP	7,013	$479K	0.0%	$52.31	—	COM	29265N108
STLD	STEEL DYNAMICS INC	23,032	$477K	0.0%	$11.35	+51.3%	COM	858119100
NFG	NATIONAL FUEL GAS CO N J	8,065	$475K	0.0%	$60.82	+3.9%	COM	636180101
—	SEASPAN CORP	25,000	$472K	0.0%	$20.76	—	SHS	Y75638109
—	DISCOVERY COMMUNICATNS NEW	15,134	$470K	0.0%	$33.06	—	COM SER C	25470F302
ACM	AECOM	14,194	$470K	0.0%	$29.28	+8.4%	COM	00766T100
MAT	MATTEL INC	18,292	$470K	0.0%	$37.71	-30.2%	COM	577081102
OII	OCEANEERING INTL INC	10,060	$469K	0.0%	$69.83	-24.7%	COM	675232102
TAP	MOLSON COORS BREWING CO	6,700	$468K	0.0%	$43.33	+32.3%	CL B	60871R209
LECO	LINCOLN ELEC HLDGS INC	7,694	$468K	0.0%	$55.81	+18.7%	COM	533900106
AMCX	AMC NETWORKS INC	5,664	$464K	0.0%	$64.53	+20.6%	CL A	00164V103
CBOE	CBOE HLDGS INC	8,085	$463K	0.0%	$33.33	+50.7%	COM	12503M108
GNTX	GENTEX CORP	28,049	$461K	0.0%	$14.22	+23.0%	COM	371901109
AFG	AMERICAN FINL GROUP INC OHIO	7,071	$460K	0.0%	$21.06	+42.9%	COM	025932104
OXY	OCCIDENTAL PETE CORP DEL	5,892	$458K	0.0%	$57.83	-1.7%	COM	674599105
PTC	PTC INC	11,112	$456K	0.0%	$24.01	+64.7%	COM	69370C100
LII	LENNOX INTL INC	4,234	$456K	0.0%	$54.01	+81.0%	COM	526107107
AGCO	AGCO CORP	8,018	$455K	0.0%	$41.52	-2.6%	COM	001084102
TREX	TREX CO INC	9,200	$455K	0.0%	$8.45	+51.8%	COM	89531P105
NEU	NEWMARKET CORP	1,020	$453K	0.0%	$215.14	+74.7%	COM	651587107
GHC	GRAHAM HLDGS CO	421	$453K	0.0%	$438.71	+29.5%	COM	384637104
BC	BRUNSWICK CORP	8,905	$453K	0.0%	$34.05	+28.4%	COM	117043109
RS	RELIANCE STEEL & ALUMINUM CO	7,479	$452K	0.0%	$66.25	-4.5%	COM	759509102
NNN	NATIONAL RETAIL PPTYS INC	12,882	$451K	0.0%	$34.39	—	COM	637417106
TILE	INTERFACE INC	17,969	$450K	0.0%	$19.44	+13.9%	COM	458665304
TJX	TJX COS INC NEW	6,781	$449K	0.0%	$22.08	+29.9%	COM	872540109
ODFL	OLD DOMINION FGHT LINES INC	6,521	$447K	0.0%	$14.92	+53.3%	COM	679580100
—	ULTIMATE SOFTWARE GROUP INC	2,718	$447K	0.0%	$146.93	—	COM	90385D107
—	EATON VANCE CORP	11,329	$443K	0.0%	$37.61	—	COM NON VTG	278265103
LAMR	LAMAR ADVERTISING CO NEW	7,679	$441K	0.0%	$54.69	—	CL A	512816109
—	BEMIS INC	9,757	$439K	0.0%	$45.17	—	COM	081437105
—	RACKSPACE HOSTING INC	11,802	$439K	0.0%	$37.87	—	COM	750086100
TYL	TYLER TECHNOLOGIES INC	3,386	$438K	0.0%	$95.67	+29.8%	COM	902252105
DCI	DONALDSON INC	12,233	$438K	0.0%	$29.49	+3.5%	COM	257651109
NDSN	NORDSON CORP	5,621	$438K	0.0%	$60.57	+18.7%	COM	655663102
—	VCA INC	8,059	$438K	0.0%	$26.10	—	COM	918194101
CF	CF INDS HLDGS INC	6,795	$437K	0.0%	$43.41	+4.1%	COM	125269100
STKL	SUNOPTA INC	40,500	$435K	0.0%	$10.58	-0.1%	COM	8676EP108
ALGN	ALIGN TECHNOLOGY INC	6,922	$434K	0.0%	$46.37	+27.4%	COM	016255101
—	PACWEST BANCORP DEL	9,275	$434K	0.0%	$43.14	—	COM	695263103
—	CAMERON INTERNATIONAL CORP	8,265	$433K	0.0%	$45.12	—	COM	13342B105
AEP	AMERICAN ELEC PWR INC	8,124	$430K	0.0%	$32.17	+18.1%	COM	025537101
CGNX	COGNEX CORP	8,942	$430K	0.0%	$16.90	+33.7%	COM	192422103
—	WESTAR ENERGY INC	12,525	$429K	0.0%	$31.94	—	COM	95709T100
—	PANERA BREAD CO	2,454	$429K	0.0%	$186.04	—	CL A	69840W108
—	COCA COLA ENTERPRISES INC NE	9,839	$427K	0.0%	$44.20	—	COM	19122T109
—	ATMEL CORP	43,147	$425K	0.0%	$7.45	—	COM	049513104
WEX	WEX INC	3,714	$423K	0.0%	$74.24	+52.9%	COM	96208T104
MMS	MAXIMUS INC	6,415	$422K	0.0%	$43.25	+51.3%	COM	577933104
—	TAUBMAN CTRS INC	6,066	$422K	0.0%	$75.22	—	COM	876664103
LVS	LAS VEGAS SANDS CORP	8,000	$421K	0.0%	$47.90	-17.6%	COM	517834107
FLR	FLUOR CORP NEW	7,945	$421K	0.0%	$58.87	-11.5%	COM	343412102
—	CHINA MING YANG WIND PWR GRO	150,000	$420K	0.0%	$2.47	—	SPONSORED ADR	16951C108
OHI	OMEGA HEALTHCARE INVS INC	12,220	$420K	0.0%	$31.01	—	COM	681936100
HUM	HUMANA INC	2,191	$419K	0.0%	$145.13	+17.7%	COM	444859102
KEX	KIRBY CORP	5,466	$419K	0.0%	$77.04	+2.8%	COM	497266106
—	MICHAEL KORS HLDGS LTD	9,928	$418K	0.0%	$53.56	—	SHS	G60754101
—	CYTEC INDS INC	6,904	$418K	0.0%	$60.32	—	COM	232820100
—	INTERSIL CORP	33,351	$417K	0.0%	$11.71	—	CL A	46069S109
—	ORBITAL ATK INC	5,677	$416K	0.0%	$76.61	—	COM	68557N103
SON	SONOCO PRODS CO	9,701	$416K	0.0%	$22.97	+37.4%	COM	835495102
—	CITY NATL CORP	4,593	$415K	0.0%	$63.32	—	COM	178566105
—	AQUA AMERICA INC	16,922	$414K	0.0%	$30.00	—	COM	03836W103
EQT	EQT CORP	5,085	$414K	0.0%	$43.09	0.0%	COM	26884L109
SGI	TEMPUR SEALY INTL INC	6,278	$414K	0.0%	$13.65	+11.7%	COM	88023U101
—	HOSPITALITY PPTYS TR	14,360	$414K	0.0%	$26.26	—	COM SH BEN INT	44106M102
CFR	CULLEN FROST BANKERS INC	5,255	$413K	0.0%	$43.57	+23.9%	COM	229899109
META	FACEBOOK INC	4,800	$412K	0.0%	$58.80	+37.9%	Put	30303M102
JBL	JABIL CIRCUIT INC	19,156	$408K	0.0%	$18.49	+16.8%	COM	466313103
CMI	CUMMINS INC	3,112	$408K	0.0%	$102.82	0.0%	COM	231021106
—	TESORO CORP	4,828	$408K	0.0%	$77.87	—	COM	881609101
—	NABORS INDUSTRIES LTD	28,191	$407K	0.0%	$14.44	—	SHS	G6359F103
—	TIME WARNER CABLE INC	2,282	$407K	0.0%	$112.62	—	COM	88732J207
AFL	AFLAC INC	6,545	$407K	0.0%	$21.61	+14.0%	COM	001055102
—	LIFEPOINT HEALTH INC	4,653	$405K	0.0%	$48.83	—	COM	53219L109
GGG	GRACO INC	5,697	$405K	0.0%	$16.98	+23.0%	COM	384109104
—	UMPQUA HLDGS CORP	22,396	$403K	0.0%	$17.75	—	COM	904214103
—	OFFICE DEPOT INC	46,441	$402K	0.0%	$4.66	—	COM	676220106
CNK	CINEMARK HOLDINGS INC	9,976	$401K	0.0%	$23.13	+50.9%	COM	17243V102
SLM	SLM CORP	40,540	$400K	0.0%	$8.81	+14.8%	COM	78442P106
ADM	ARCHER DANIELS MIDLAND CO	8,302	$400K	0.0%	$31.27	+17.8%	COM	039483102
—	SUNTRUST BKS INC	9,309	$400K	0.0%	$41.92	—	COM	867914103
—	VIMPELCOM LTD	80,357	$399K	0.0%	$8.76	—	SPONSORED ADR	92719A106
RNR	RENAISSANCERE HOLDINGS LTD	3,920	$398K	0.0%	$93.66	+10.0%	COM	G7496G103
—	HOME PROPERTIES INC	5,450	$398K	0.0%	$65.32	—	COM	437306103
TER	TERADYNE INC	20,500	$395K	0.0%	$17.80	+4.7%	COM	880770102
ATR	APTARGROUP INC	6,201	$395K	0.0%	$46.93	+17.6%	COM	038336103
TRN	TRINITY INDS INC	14,910	$394K	0.0%	$15.32	+5.1%	COM	896522109
CBSH	COMMERCE BANCSHARES INC	8,427	$394K	0.0%	$21.75	+20.8%	COM	200525103
—	SYNOVUS FINL CORP	12,752	$393K	0.0%	$24.39	—	COM NEW	87161C501
BMI	BADGER METER INC	6,149	$390K	0.0%	$21.78	+30.6%	COM	056525108
—	KANDI TECHNOLOGIES GROUP INC	43,000	$389K	0.0%	$9.81	—	COM	483709101
CPRT	COPART INC	10,892	$386K	0.0%	$4.25	+6.0%	COM	217204106
—	ARRIS GROUP INC NEW	12,621	$386K	0.0%	$30.20	—	COM	04270V106
RGLD	ROYAL GOLD INC	6,245	$385K	0.0%	$54.12	+18.5%	COM	780287108
—	SCHNITZER STL INDS	22,000	$384K	0.0%	$20.57	—	CL A	806882106
—	LIBERTY MEDIA CORP DELAWARE	10,653	$382K	0.0%	$42.66	—	COM SER C	531229300
FAF	FIRST AMERN FINL CORP	10,276	$382K	0.0%	$16.55	+53.1%	COM	31847R102
SNY	SANOFI	7,700	$381K	0.0%	$51.56	—	SPONSORED ADR	80105N105
LYV	LIVE NATION ENTERTAINMENT IN	13,841	$380K	0.0%	$16.80	+62.5%	COM	538034109
—	AMERICAN CAMPUS CMNTYS INC	10,070	$380K	0.0%	$40.67	—	COM	024835100
—	WADDELL & REED FINL INC	8,010	$379K	0.0%	$43.45	—	CL A	930059100
—	LASALLE HOTEL PPTYS	10,698	$379K	0.0%	$32.94	—	COM SH BEN INT	517942108
SPG	SIMON PPTY GROUP INC NEW	2,175	$376K	0.0%	$88.80	+21.8%	COM	828806109
—	INGRAM MICRO INC	14,938	$374K	0.0%	$18.98	—	CL A	457153104
FLO	FLOWERS FOODS INC	17,698	$374K	0.0%	$13.91	+7.2%	COM	343498101
—	GULFPORT ENERGY CORP	9,272	$373K	0.0%	$40.23	—	COM NEW	402635304
BRO	BROWN & BROWN INC	11,293	$371K	0.0%	$13.98	+6.1%	COM	115236101
—	CORRECTIONS CORP AMER NEW	11,158	$369K	0.0%	$33.86	—	COM NEW	22025Y407
TDY	TELEDYNE TECHNOLOGIES INC	3,502	$369K	0.0%	$90.00	+17.3%	COM	879360105
EXP	EAGLE MATERIALS INC	4,815	$368K	0.0%	$65.06	+20.6%	COM	26969P108
THC	TENET HEALTHCARE CORP	6,366	$368K	0.0%	$47.90	+6.6%	COM NEW	88033G407
WBS	WEBSTER FINL CORP CONN	9,305	$368K	0.0%	$23.57	+60.0%	COM	947890109
—	VERIFONE SYS INC	10,831	$368K	0.0%	$22.85	—	COM	92342Y109
—	ITT CORP NEW	8,775	$367K	0.0%	$29.41	—	COM NEW	450911201
—	STERIS CORP	5,692	$367K	0.0%	$42.90	—	COM	859152100
—	BIOMED REALTY TRUST INC	18,915	$366K	0.0%	$20.21	—	COM	09063H107
—	UNITED STATES STL CORP NEW	17,730	$366K	0.0%	$39.01	—	COM	912909108
SF	STIFEL FINL CORP	6,324	$365K	0.0%	$28.52	+14.8%	COM	860630102
GIS	GENERAL MLS INC	6,542	$365K	0.0%	$33.59	+15.5%	COM	370334104
ORI	OLD REP INTL CORP	23,244	$363K	0.0%	$5.60	+28.1%	COM	680223104
MDU	MDU RES GROUP INC	18,596	$363K	0.0%	$6.58	-12.0%	COM	552690109
TECH	BIO TECHNE CORP	3,629	$357K	0.0%	$21.13	+9.8%	COM	09073M104
—	WELLCARE HEALTH PLANS INC	4,206	$357K	0.0%	$55.51	—	COM	94946T106
PB	PROSPERITY BANCSHARES INC	6,183	$357K	0.0%	$36.81	+9.7%	COM	743606105
DEI	DOUGLAS EMMETT INC	13,261	$357K	0.0%	$26.92	—	COM	25960P109
—	GREAT PLAINS ENERGY INC	14,740	$356K	0.0%	$22.61	—	COM	391164100
EMR	EMERSON ELEC CO	6,419	$356K	0.0%	$41.84	+5.7%	COM	291011104
YUM	YUM BRANDS INC	3,954	$356K	0.0%	$40.94	+26.9%	COM	988498101
—	FIRSTMERIT CORP	17,046	$355K	0.0%	$19.83	—	COM	337915102
—	DST SYS INC DEL	2,807	$354K	0.0%	$65.26	—	COM	233326107
COF	CAPITAL ONE FINL CORP	4,021	$354K	0.0%	$47.83	+44.8%	COM	14040H105
BEN	FRANKLIN RES INC	7,207	$353K	0.0%	$32.98	-5.1%	COM	354613101
MSM	MSC INDL DIRECT INC	5,057	$353K	0.0%	$80.61	-11.7%	CL A	553530106
FHN	FIRST HORIZON NATL CORP	22,537	$353K	0.0%	$7.73	+35.4%	COM	320517105
—	WEINGARTEN RLTY INVS	10,777	$352K	0.0%	$30.77	—	SH BEN INT	948741103
—	QUESTAR CORP	16,790	$351K	0.0%	$23.84	—	COM	748356102
—	TREEHOUSE FOODS INC	4,336	$351K	0.0%	$83.34	—	COM	89469A104
EAT	BRINKER INTL INC	6,088	$351K	0.0%	$32.07	+51.3%	COM	109641100
GD	GENERAL DYNAMICS CORP	2,477	$351K	0.0%	$65.60	+68.1%	COM	369550108
—	TRIUMPH GROUP INC NEW	5,301	$350K	0.0%	$79.09	—	COM	896818101
—	DONNELLEY R R & SONS CO	20,054	$350K	0.0%	$14.01	—	COM	257867101
HIW	HIGHWOODS PPTYS INC	8,743	$349K	0.0%	$36.70	—	COM	431284108
WSO	WATSCO INC	2,811	$348K	0.0%	$84.42	+47.4%	COM	942622200
—	SKECHERS U S A INC	3,163	$347K	0.0%	$71.77	—	CL A	830566105
—	FIRST NIAGARA FINL GP INC	36,488	$344K	0.0%	$10.06	—	COM	33582V108
—	CORELOGIC INC	8,597	$341K	0.0%	$23.17	—	COM	21871D103
—	POLYONE CORP	8,709	$341K	0.0%	$34.19	—	COM	73179P106
TELFY	TELEFONICA S A	23,857	$339K	0.0%	$13.55	—	SPONSORED ADR	879382208
—	WALGREENS BOOTS ALLIANCE INC	4,000	$338K	0.0%	$83.61	—	Put	931427108
GM	GENERAL MTRS CO	10,151	$338K	0.0%	$27.84	0.0%	COM	37045V100
CRL	CHARLES RIV LABS INTL INC	4,812	$338K	0.0%	$42.84	+72.7%	COM	159864107
BTI	BRITISH AMERN TOB PLC	3,100	$336K	0.0%	$102.93	—	SPONSORED ADR	110448107
MANH	MANHATTAN ASSOCS INC	5,638	$336K	0.0%	$34.82	+58.9%	COM	562750109
THG	HANOVER INS GROUP INC	4,542	$336K	0.0%	$34.64	+53.6%	COM	410867105
—	CLECO CORP NEW	6,224	$335K	0.0%	$46.40	—	COM	12561W105
DAN	DANA HLDG CORP	16,229	$334K	0.0%	$17.36	+0.5%	COM	235825205
—	INTEGRATED DEVICE TECHNOLOGY	15,339	$333K	0.0%	$7.91	—	COM	458118106
RYN	RAYONIER INC	13,045	$333K	0.0%	$55.38	—	COM	754907103
BDC	BELDEN INC	4,101	$333K	0.0%	$64.27	+31.9%	COM	077454106
ING	ING GROEP N V	20,000	$332K	0.0%	$9.10	—	SPONSORED ADR	456837103
MTG	MGIC INVT CORP WIS	29,208	$332K	0.0%	$8.78	+21.7%	COM	552848103
WKC	WORLD FUEL SVCS CORP	6,903	$331K	0.0%	$39.79	+31.5%	COM	981475106
WAT	WATERS CORP	2,582	$331K	0.0%	$101.65	+27.7%	COM	941848103
FHI	FEDERATED INVS INC PA	9,840	$330K	0.0%	$14.54	+45.7%	CL B	314211103
—	FEI CO	3,980	$330K	0.0%	$79.71	—	COM	30241L109
WWD	WOODWARD INC	6,008	$330K	0.0%	$34.67	+37.7%	COM	980745103
—	HESS CORP	4,926	$329K	0.0%	$84.48	—	COM	42809H107
WST	WEST PHARMACEUTICAL SVSC INC	5,612	$326K	0.0%	$43.97	+21.5%	COM	955306105
AZN	ASTRAZENECA PLC	5,100	$325K	0.0%	$71.43	—	SPONSORED ADR	046353108
ASB	ASSOCIATED BANC CORP	15,965	$324K	0.0%	$9.98	+35.4%	COM	045487105
OSK	OSHKOSH CORP	7,645	$324K	0.0%	$31.79	+33.4%	COM	688239201
—	TOTAL S A	6,558	$322K	0.0%	$48.74	—	SPONSORED ADR	89151E109
—	STEELCASE INC	17,000	$321K	0.0%	$18.91	—	CL A	858155203
—	PENNEY J C INC	37,926	$321K	0.0%	$8.83	—	COM	708160106
—	HILL ROM HLDGS INC	5,915	$321K	0.0%	$33.74	—	COM	431475102
AEO	AMERICAN EAGLE OUTFITTERS NE	18,564	$320K	0.0%	$13.32	-6.1%	COM	02553E106
WEN	WENDYS CO	28,361	$320K	0.0%	$5.79	+90.2%	COM	95058W100
DLX	DELUXE CORP	5,133	$318K	0.0%	$23.94	+80.8%	COM	248019101
BIO	BIO RAD LABS INC	2,113	$318K	0.0%	$117.30	+22.0%	CL A	090572207
DEO	DIAGEO P L C	2,735	$317K	0.0%	$114.81	—	SPON ADR NEW	25243Q205
—	LIBERTY INTERACTIVE CORP	8,022	$315K	0.0%	$42.01	—	LBT VENT COM A	53071M880
SKT	TANGER FACTORY OUTLET CTRS I	9,884	$313K	0.0%	$35.47	—	COM	875465106
—	SUPERIOR ENERGY SVCS INC	14,823	$312K	0.0%	$21.05	—	COM	868157108
—	SOLARWINDS INC	6,762	$312K	0.0%	$49.84	—	COM	83416B109
RRX	REGAL BELOIT CORP	4,281	$311K	0.0%	$69.87	+10.6%	COM	758750103
—	TUPPERWARE BRANDS CORP	4,825	$311K	0.0%	$77.73	—	COM	899896104
CRM	SALESFORCE COM INC	4,460	$311K	0.0%	$60.16	+17.0%	COM	79466L302
IPGP	IPG PHOTONICS CORP	3,654	$311K	0.0%	$71.14	+32.2%	COM	44980X109
—	AKORN INC	7,128	$311K	0.0%	$42.52	—	COM	009728106
AZTA	BROOKS AUTOMATION INC	27,000	$309K	0.0%	$8.71	+17.8%	COM	114340102
—	NATIONAL INSTRS CORP	10,469	$308K	0.0%	$27.99	—	COM	636518102
LSTR	LANDSTAR SYS INC	4,607	$308K	0.0%	$51.48	—	COM	515098101
LYB	LYONDELLBASELL INDUSTRIES N	2,971	$308K	0.0%	$42.83	+31.1%	SHS - A -	N53745100
NSC	NORFOLK SOUTHERN CORP	3,498	$306K	0.0%	$70.94	+9.2%	COM	655844108
—	WESTERN REFNG INC	6,991	$305K	0.0%	$37.74	—	COM	959319104
—	VECTREN CORP	7,907	$304K	0.0%	$33.80	—	COM	92240G101
BOH	BANK HAWAII CORP	4,563	$304K	0.0%	$31.53	+36.8%	COM	062540109
AMT	AMERICAN TOWER CORP NEW	3,260	$304K	0.0%	$61.16	+19.3%	COM	03027X100
—	CEB INC	3,477	$303K	0.0%	$87.14	—	COM	125134106
SM	SM ENERGY CO	6,571	$303K	0.0%	$46.98	0.0%	COM	78454L100
FICO	FAIR ISAAC CORP	3,314	$301K	0.0%	$51.10	+75.3%	COM	303250104
—	DRIL-QUIP INC	4,000	$301K	0.0%	$90.25	—	COM	262037104
TDS	TELEPHONE & DATA SYS INC	10,202	$300K	0.0%	$22.54	+27.3%	COM NEW	879433829
—	CRANE CO	5,107	$300K	0.0%	$60.00	—	COM	224399105
—	CLARCOR INC	4,802	$299K	0.0%	$52.27	—	COM	179895107
—	VISTA OUTDOOR INC	6,584	$296K	0.0%	$42.83	—	COM	928377100
VMI	VALMONT INDS INC	2,476	$294K	0.0%	$146.58	-15.9%	COM	920253101
LNN	LINDSAY CORP	3,330	$293K	0.0%	$73.32	-5.2%	COM	535555106
—	TWITTER INC	8,100	$293K	0.0%	$36.17	—	COM	90184L102
—	ESTERLINE TECHNOLOGIES CORP	3,059	$292K	0.0%	$72.40	—	COM	297425100
HE	HAWAIIAN ELEC INDUSTRIES	9,825	$292K	0.0%	$26.53	+17.2%	COM	419870100
KBR	KBR INC	14,971	$292K	0.0%	$26.54	-42.2%	COM	48242W106
VIG	VANGUARD SPECIALIZED PORTFOL	3,720	$292K	0.0%	$80.38	—	DIV APP ETF	921908844
EIX	EDISON INTL	5,234	$291K	0.0%	$31.26	+26.2%	COM	281020107
—	SOLERA HOLDINGS INC	6,536	$291K	0.0%	$55.62	—	COM	83421A104
IDA	IDACORP INC	5,182	$291K	0.0%	$48.53	+22.7%	COM	451107106
SYY	SYSCO CORP	8,047	$290K	0.0%	$29.54	-4.3%	COM	871829107
CASY	CASEYS GEN STORES INC	3,031	$290K	0.0%	$61.62	+33.5%	COM	147528103
CCL	CARNIVAL CORP	5,879	$290K	0.0%	$34.78	+16.7%	PAIRED CTF	143658300
ACIW	ACI WORLDWIDE INC	11,760	$289K	0.0%	$17.56	+33.8%	COM	004498101
TTC	TORO CO	4,228	$287K	0.0%	$25.57	+34.2%	COM	891092108
CLH	CLEAN HARBORS INC	5,336	$287K	0.0%	$55.73	+0.2%	COM	184496107
—	SOTHEBYS	6,329	$286K	0.0%	$37.87	—	COM	835898107
WOR	WORTHINGTON INDS INC	9,516	$286K	0.0%	$21.69	-21.3%	COM	981811102
—	SPX CORP	3,934	$285K	0.0%	$71.95	—	COM	784635104
CMP	COMPASS MINERALS INTL INC	3,460	$284K	0.0%	$57.41	+10.4%	COM	20451N101
—	LEXMARK INTL NEW	6,419	$284K	0.0%	$30.60	—	CL A	529771107
PTEN	PATTERSON UTI ENERGY INC	15,065	$283K	0.0%	$21.83	-5.0%	COM	703481101
ROL	ROLLINS INC	9,916	$283K	0.0%	$7.63	+28.8%	COM	775711104
—	HALYARD HEALTH INC	6,918	$280K	0.0%	$45.45	—	COM	40650V100
—	L BRANDS INC	3,259	$279K	0.0%	$86.53	—	COM	501797104
—	DOMTAR CORP	6,701	$277K	0.0%	$54.63	—	COM NEW	257559203
KMT	KENNAMETAL INC	8,111	$277K	0.0%	$28.75	-7.2%	COM	489170100
—	JDS UNIPHASE CORP	23,714	$275K	0.0%	$12.48	—	COM PAR $0.001	46612J507
—	DISCOVERY COMMUNICATNS NEW	8,242	$274K	0.0%	$62.19	—	COM SER A	25470F104
—	UNILEVER N V	6,508	$272K	0.0%	$39.34	—	N Y SHS NEW	904784709
—	POWERSHARES DB CMDTY IDX TRA	15,056	$271K	0.0%	$18.00	—	UNIT BEN INT	73935S105
CBRL	CRACKER BARREL OLD CTRY STOR	1,817	$271K	0.0%	$73.92	+20.1%	COM	22410J106
HWC	HANCOCK HLDG CO	8,439	$269K	0.0%	$28.58	+6.1%	COM	410120109
—	PAREXEL INTL CORP	4,161	$268K	0.0%	$54.07	—	COM	699462107
—	CST BRANDS INC	6,833	$267K	0.0%	$30.98	—	COM	12646R105
CIEN	CIENA CORP	11,260	$267K	0.0%	$16.65	+37.2%	COM NEW	171779309
—	CONVERGYS CORP	10,423	$266K	0.0%	$17.43	—	COM	212485106
—	TCF FINL CORP	16,020	$266K	0.0%	$14.15	—	COM	872275102
E	ENI S P A	7,482	$266K	0.0%	$41.03	—	SPONSORED ADR	26874R108
—	AVON PRODS INC	42,350	$265K	0.0%	$6.26	—	COM	054303102
TEX	TEREX CORP NEW	11,360	$264K	0.0%	$30.88	-14.6%	COM	880779103
WLY	WILEY JOHN & SONS INC	4,836	$263K	0.0%	$27.09	+55.5%	CL A	968223206
MKTX	MARKETAXESS HLDGS INC	2,835	$263K	0.0%	$59.29	+34.7%	COM	57060D108
CW	CURTISS WRIGHT CORP	3,629	$263K	0.0%	$49.63	+40.8%	COM	231561101
—	MENTOR GRAPHICS CORP	9,961	$263K	0.0%	$19.55	—	COM	587200106
—	JANUS CAP GROUP INC	15,310	$262K	0.0%	$8.53	—	COM	47102X105
—	KATE SPADE & CO	12,177	$262K	0.0%	$37.39	—	COM	485865109
—	RAYTHEON CO	2,743	$262K	0.0%	$70.79	—	COM NEW	755111507
—	CHICOS FAS INC	15,751	$262K	0.0%	$17.04	—	COM	168615102
TKR	TIMKEN CO	7,137	$261K	0.0%	$39.57	+0.7%	COM	887389104
—	TE CONNECTIVITY LTD	4,036	$260K	0.0%	$64.99	—	REG SHS	H84989104
POST	POST HLDGS INC	4,823	$260K	0.0%	$24.68	+25.0%	COM	737446104
CAKE	CHEESECAKE FACTORY INC	4,749	$259K	0.0%	$31.16	+33.1%	COM	163072101
—	WGL HLDGS INC	4,762	$259K	0.0%	$43.17	—	COM	92924F106
—	THORATEC CORP	5,804	$259K	0.0%	$41.87	—	COM NEW	885175307
LDOS	LEIDOS HLDGS INC	6,411	$259K	0.0%	$26.62	-3.7%	COM	525327102
SAP	SAP SE	3,667	$258K	0.0%	$72.81	—	SPON ADR	803054204
—	TIME INC NEW	11,230	$258K	0.0%	$23.44	—	COM	887228104
DECK	DECKERS OUTDOOR CORP	3,569	$257K	0.0%	$9.70	+26.6%	COM	243537107
—	ALCOA INC	23,038	$257K	0.0%	$11.96	—	COM	013817101
SMG	SCOTTS MIRACLE GRO CO	4,332	$256K	0.0%	$29.98	+49.7%	CL A	810186106
XYL	XYLEM INC	6,898	$256K	0.0%	$32.23	-1.2%	COM	98419M100
JACK	JACK IN THE BOX INC	2,891	$255K	0.0%	$54.49	+64.9%	COM	466367109
—	AON PLC	2,562	$255K	0.0%	$91.40	—	SHS CL A	G0408V102
WMB	WILLIAMS COS INC DEL	4,450	$255K	0.0%	$24.96	+12.5%	COM	969457100
—	CHUBB CORP	2,669	$254K	0.0%	$102.96	—	COM	171232101
—	ACE LTD	2,500	$254K	0.0%	$89.60	—	SHS	H0023R105
FULT	FULTON FINL CORP PA	19,359	$253K	0.0%	$7.19	+18.5%	COM	360271100
—	AMSURG CORP	3,603	$252K	0.0%	$69.94	—	COM	03232P405
—	MICROSEMI CORP	7,223	$252K	0.0%	$28.31	—	COM	595137100
UBS	UBS GROUP AG	11,792	$250K	0.0%	$17.24	+21.2%	SHS	H42097107
THO	THOR INDS INC	4,449	$250K	0.0%	$31.55	+55.5%	COM	885160101
—	PLANTRONICS INC NEW	4,417	$249K	0.0%	$43.91	—	COM	727493108
CBT	CABOT CORP	6,690	$249K	0.0%	$27.67	+20.3%	COM	127055101
LPX	LOUISIANA PAC CORP	14,578	$248K	0.0%	$18.15	-6.4%	COM	546347105
CATY	CATHAY GEN BANCORP	7,638	$248K	0.0%	$18.56	+17.8%	COM	149150104
MUSA	MURPHY USA INC	4,431	$247K	0.0%	$45.04	+35.5%	COM	626755102
SYNA	SYNAPTICS INC	2,838	$246K	0.0%	$75.51	+20.9%	COM	87157D109
MPC	MARATHON PETE CORP	4,698	$246K	0.0%	$33.04	+10.8%	COM	56585A102
OGS	ONE GAS INC	5,754	$245K	0.0%	$38.82	+9.9%	COM	68235P108
GATX	GATX CORP	4,618	$245K	0.0%	$37.44	+18.0%	COM	361448103
PRAA	PRA GROUP INC	3,931	$245K	0.0%	$59.03	-2.4%	COM	69354N106
—	CABELAS INC	4,908	$245K	0.0%	$64.81	—	COM	126804301
—	APACHE CORP	4,202	$242K	0.0%	$78.10	—	COM	037411105
MTX	MINERALS TECHNOLOGIES INC	3,557	$242K	0.0%	$43.84	+51.7%	COM	603158106
ZD	J2 GLOBAL INC	3,547	$241K	0.0%	$48.34	+22.3%	COM	48123V102
ITW	ILLINOIS TOOL WKS INC	2,619	$240K	0.0%	$49.85	+48.4%	COM	452308109
—	COMPUTER SCIENCES CORP	3,656	$240K	0.0%	$65.37	—	COM	205363104
—	AARONS INC	6,634	$240K	0.0%	$36.18	—	COM PAR $0.50	002535300
WAFD	WASHINGTON FED INC	10,259	$240K	0.0%	$12.07	+35.8%	COM	938824109
—	WPX ENERGY INC	19,483	$239K	0.0%	$10.93	—	COM	98212B103
SLGN	SILGAN HOLDINGS INC	4,510	$238K	0.0%	$23.90	+15.9%	COM	827048109
—	IMPAX LABORATORIES INC	5,175	$238K	0.0%	$46.96	—	COM	45256B101
HNI	HNI CORP	4,649	$238K	0.0%	$45.09	+14.4%	COM	404251100
—	KLX INC	5,391	$238K	0.0%	$41.18	—	COM	482539103
SCHW	SCHWAB CHARLES CORP NEW	7,272	$237K	0.0%	$24.70	+12.3%	COM	808513105
ENS	ENERSYS	3,355	$236K	0.0%	$48.72	+26.8%	COM	29275Y102
BIGGQ	BIG LOTS INC	5,245	$236K	0.0%	$26.84	+32.7%	COM	089302103
ETN	EATON CORP PLC	3,484	$235K	0.0%	$46.59	+18.3%	SHS	G29183103
—	BANK OF THE OZARKS INC	5,146	$235K	0.0%	$45.67	—	COM	063904106
—	HSN INC	3,343	$235K	0.0%	$53.66	—	COM	404303109
OKE	ONEOK INC NEW	5,946	$235K	0.0%	$27.20	-15.8%	COM	682680103
—	DIEBOLD INC	6,660	$233K	0.0%	$33.65	—	COM	253651103
POOL	POOL CORPORATION	3,313	$233K	0.0%	$51.89	+16.2%	COM	73278L105
PRI	PRIMERICA INC	5,087	$232K	0.0%	$39.60	+17.9%	COM	74164M108
—	ASCENA RETAIL GROUP INC	13,851	$231K	0.0%	$17.47	—	COM	04351G101
EPR	EPR PPTYS	4,222	$231K	0.0%	$53.64	—	COM SH BEN INT	26884U109
—	FIREEYE INC	4,700	$230K	0.0%	$48.94	—	COM	31816Q101
VLY	VALLEY NATL BANCORP	22,192	$229K	0.0%	$9.34	+4.3%	COM	919794107
WWW	WOLVERINE WORLD WIDE INC	8,043	$229K	0.0%	$24.00	+5.3%	COM	978097103
—	ANN INC	4,715	$228K	0.0%	$48.36	—	COM	035623107
EME	EMCOR GROUP INC	4,783	$228K	0.0%	$37.18	+19.7%	COM	29084Q100
—	TECH DATA CORP	3,943	$227K	0.0%	$49.94	—	COM	878237106
—	CON-WAY INC	5,929	$227K	0.0%	$38.90	—	COM	205944101
—	SOVRAN SELF STORAGE INC	2,595	$226K	0.0%	$87.09	—	COM	84610H108
—	POST PPTYS INC	4,146	$225K	0.0%	$49.39	—	COM	737464107
BDX	BECTON DICKINSON & CO	1,588	$225K	0.0%	$91.42	+28.4%	COM	075887109
—	MARATHON OIL CORP	8,487	$225K	0.0%	$36.82	—	COM	565849106
—	BANCORPSOUTH INC	8,709	$224K	0.0%	$23.19	—	COM	059692103
VFC	V F CORP	3,208	$224K	0.0%	$69.22	-2.3%	COM	918204108
—	MENS WEARHOUSE INC	3,470	$222K	0.0%	$63.98	—	COM	587118100
—	MEDIDATA SOLUTIONS INC	4,062	$221K	0.0%	$54.41	—	COM	58471A105
APD	AIR PRODS & CHEMS INC	1,615	$221K	0.0%	$83.89	+25.0%	COM	009158106
DNOW	NOW INC	11,086	$221K	0.0%	$33.70	-32.2%	COM	67011P100
—	MAXWELL TECHNOLOGIES INC	37,000	$221K	0.0%	$7.24	—	COM	577767106
ACH	OWENS & MINOR INC NEW	6,501	$221K	0.0%	$27.05	+7.5%	COM	690732102
—	PIEDMONT NAT GAS INC	6,218	$220K	0.0%	$35.53	—	COM	720186105
WHR	WHIRLPOOL CORP	1,270	$220K	0.0%	$171.73	+9.4%	COM	963320106
SAIC	SCIENCE APPLICATNS INTL CP N	4,168	$220K	0.0%	$39.49	+32.3%	COM	808625107
ECL	ECOLAB INC	1,937	$219K	0.0%	$90.95	+12.4%	COM	278865100
ES	EVERSOURCE ENERGY	4,806	$218K	0.0%	$36.21	-7.1%	COM	30040W108
IDCC	INTERDIGITAL INC	3,831	$218K	0.0%	$55.81	0.0%	COM	45867G101
OLN	OLIN CORP	8,099	$218K	0.0%	$19.44	+11.4%	COM PAR $1	680665205
—	HARRIS CORP DEL	2,816	$217K	0.0%	$77.06	—	COM	413875105
—	DEALERTRACK TECHNOLOGIES INC	3,459	$217K	0.0%	$62.73	—	COM	242309102
ALL	ALLSTATE CORP	3,324	$216K	0.0%	$42.27	+28.5%	COM	020002101
—	WP GLIMCHER IN	15,996	$216K	0.0%	$16.63	—	COM	92939N102
—	PRECISION CASTPARTS CORP	1,073	$214K	0.0%	$226.47	—	COM	740189105
MOG/A	MOOG INC	3,026	$214K	0.0%	$58.46	+11.9%	CL A	615394202
TCBI	TEXAS CAPITAL BANCSHARES INC	3,411	$212K	0.0%	$54.77	0.0%	COM	88224Q107
—	BB&T CORP	5,247	$212K	0.0%	$38.88	—	COM	054937107
CAH	CARDINAL HEALTH INC	2,511	$210K	0.0%	$58.13	+12.7%	COM	14149Y108
BLKB	BLACKBAUD INC	3,679	$210K	0.0%	$50.61	0.0%	COM	09227Q100
TLT	ISHARES TR	1,792	$210K	0.0%	$110.45	—	20+ YR TR BD ETF	464287432
CME	CME GROUP INC	2,250	$209K	0.0%	$60.87	+1.2%	COM	12572Q105
SAM	BOSTON BEER INC	901	$209K	0.0%	$272.63	-5.7%	CL A	100557107
HCA	HCA HOLDINGS INC	2,309	$209K	0.0%	$74.47	0.0%	COM	40412C101
EXAS	EXACT SCIENCES CORP	7,000	$208K	0.0%	$25.12	0.0%	COM	30063P105
MCY	MERCURY GENL CORP NEW	3,740	$208K	0.0%	$49.36	+14.1%	COM	589400100
—	PRIVATEBANCORP INC	5,208	$207K	0.0%	$39.75	—	COM	742962103
—	UIL HLDG CORP	4,504	$206K	0.0%	$51.51	—	COM	902748102
SYK	STRYKER CORP	2,155	$206K	0.0%	$83.78	0.0%	COM	863667101
SLAB	SILICON LABORATORIES INC	3,776	$204K	0.0%	$53.48	0.0%	COM	826919102
BSX	BOSTON SCIENTIFIC CORP	11,526	$204K	0.0%	$8.48	+110.7%	COM	101137107
LAD	LITHIA MTRS INC	1,798	$203K	0.0%	$106.43	0.0%	CL A	536797103
—	MCGRAW HILL FINL INC	2,019	$203K	0.0%	$103.52	—	COM	580645109
TXNM	PNM RES INC	8,211	$202K	0.0%	$22.75	+17.7%	COM	69349H107
VSAT	VIASAT INC	3,352	$202K	0.0%	$62.10	0.0%	COM	92552V100
BKH	BLACK HILLS CORP	4,587	$200K	0.0%	$30.15	+8.2%	COM	092113109
DRH	DIAMONDROCK HOSPITALITY CO	15,595	$200K	0.0%	$9.67	—	COM	252784301
NYT	NEW YORK TIMES CO	14,532	$198K	0.0%	$8.81	+41.6%	CL A	650111107
GLW	CORNING INC	10,040	$198K	0.0%	$10.64	+51.4%	COM	219350105
—	SUSQUEHANNA BANCSHARES INC P	13,833	$195K	0.0%	$12.75	—	COM	869099101
—	CALIFORNIA RES CORP	32,349	$195K	0.0%	$5.50	—	COM	13057Q107
CMC	COMMERCIAL METALS CO	12,146	$195K	0.0%	$11.15	+17.5%	COM	201723103
DAR	DARLING INGREDIENTS INC	13,108	$192K	0.0%	$20.44	-27.8%	COM	237266101
—	CHESAPEAKE ENERGY CORP	17,158	$192K	0.0%	$20.70	—	COM	165167107
FNB	FNB CORP PA	13,218	$189K	0.0%	$7.83	+14.9%	COM	302520101
—	SUPERVALU INC	22,173	$179K	0.0%	$6.23	—	COM	868536103
—	CYPRESS SEMICONDUCTOR CORP	15,104	$178K	0.0%	$9.38	—	COM	232806109
MPT	MEDICAL PPTYS TRUST INC	13,583	$178K	0.0%	$12.29	—	COM	58463J304
VSH	VISHAY INTERTECHNOLOGY INC	13,984	$163K	0.0%	$10.89	-3.8%	COM	928298108
—	POLYCOM INC	14,123	$162K	0.0%	$10.55	—	COM	73172K104
AMD	ADVANCED MICRO DEVICES INC	67,000	$161K	0.0%	$3.59	-32.5%	COM	007903107
—	COUSINS PPTYS INC	14,724	$153K	0.0%	$10.50	—	COM	222795106
BBVA	BANCO BILBAO VIZCAYA ARGENTA	15,221	$150K	0.0%	$8.43	—	SPONSORED ADR	05946K101
SAN	BANCO SANTANDER SA	20,000	$140K	0.0%	$7.29	—	Call	05964H105
—	APOLLO ED GROUP INC	10,066	$130K	0.0%	$27.34	—	CL A	037604105
HLX	HELIX ENERGY SOLUTIONS GRP I	10,118	$128K	0.0%	$23.34	-32.4%	COM	42330P107
—	XEROX CORP	10,310	$110K	0.0%	$9.04	—	COM	984121103
—	FRONTIER COMMUNICATIONS CORP	21,345	$106K	0.0%	$4.97	—	COM	35906A108
—	CINCINNATI BELL INC NEW	16,654	$64,000	0.0%	$3.20	—	COM	171871106
—	PEABODY ENERGY CORP	27,985	$61,000	0.0%	$7.75	—	COM	704549104
—	AK STL HLDG CORP	10,905	$42,000	0.0%	$7.98	—	COM	001547108
—	SANDRIDGE ENERGY INC	30,000	$26,000	0.0%	$0.87	—	COM	80007P307
—	ION GEOPHYSICAL CORP	11,605	$12,000	0.0%	$6.03	—	COM	462044108
—	ARCH COAL INC	16,319	$6,000	0.0%	$3.77	—	COM	039380100