Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPG	SIMON PPTY GROUP INC NEW COM	4,060,844	$668M	3.2%	$82.92	+16.8%	COM	828806109
AAPL	APPLE INC COM	5,009,438	$505M	2.4%	$18.46	+17.1%	COM	037833100
XOM	EXXON MOBIL CORP COM	4,449,234	$418M	2.0%	$54.43	+13.0%	COM	30231G102
VNO	VORNADO RLTY TR SH BEN INT	3,763,979	$376M	1.8%	$88.95	—	INT	929042109
EQR	EQUITY RESIDENTIAL SH BEN INT	5,970,715	$368M	1.7%	$31.76	+16.3%	INT	29476L107
T	AT T INC COM	10,212,331	$360M	1.7%	$10.90	+9.2%	COM	00206R102
—	HEALTH CARE REIT INC COM	5,655,026	$353M	1.7%	$62.96	—	COM	42217K106
—	GENERAL GROWTH PPTYS INC NEW COM	14,847,168	$350M	1.7%	$20.16	—	COM	370023103
BXP	BOSTON PROPERTIES INC COM	2,563,075	$297M	1.4%	$65.81	+12.8%	COM	101121101
MSFT	MICROSOFT CORP COM	6,366,883	$295M	1.4%	$23.83	+58.0%	COM	594918104
HST	HOST HOTELS RESORTS INC COM	13,774,304	$294M	1.4%	$10.47	+34.0%	COM	44107P104
MA	MASTERCARD INC CL A	3,908,953	$289M	1.4%	$70.17	+1.3%	CLASS A	57636Q104
JNJ	JOHNSON JOHNSON COM	2,559,546	$273M	1.3%	$56.75	+33.2%	COM	478160104
PLD	PROLOGIS INC COM	7,200,462	$271M	1.3%	$26.65	+8.2%	COM	74340W103
MRK	MERCK CO INC NEW COM	4,575,812	$271M	1.3%	$28.50	+38.2%	COM	58933Y105
—	FEDERAL REALTY INVT TR SH BEN INT NEW	2,247,769	$266M	1.3%	$119.15	—	INT	313747206
PG	PROCTER GAMBLE CO COM	3,070,372	$257M	1.2%	$53.56	+11.5%	COM	742718109
EBAY	EBAY INC COM	4,458,805	$253M	1.2%	$20.29	-2.5%	COM	278642103
PSA	PUBLIC STORAGE COM	1,462,492	$243M	1.2%	$93.64	+18.0%	COM	74460D109
ESS	ESSEX PPTY TR INC COM	1,332,008	$238M	1.1%	$122.03	+7.2%	COM	297178105
KIM	KIMCO RLTY CORP COM	9,852,364	$216M	1.0%	$12.62	+5.3%	COM	49446R109
WFC	WELLS FARGO CO NEW COM	4,157,611	$216M	1.0%	$26.11	+43.3%	COM	949746101
—	SL GREEN RLTY CORP COM	2,105,303	$213M	1.0%	$86.11	—	COM	78440X101
EXR	EXTRA SPACE STORAGE INC COM	4,133,102	$213M	1.0%	$30.30	+14.6%	COM	30225T102
KO	COCA COLA CO COM	4,963,844	$212M	1.0%	$26.44	+9.1%	COM	191216100
QCOM	QUALCOMM INC COM	2,765,611	$207M	1.0%	$46.05	+20.3%	COM	747525103
—	GENERAL ELECTRIC CO COM	8,005,167	$205M	1.0%	$23.41	—	COM	369604103
CVX	CHEVRON CORP NEW COM	1,717,561	$205M	1.0%	$69.06	+13.7%	COM	166764100
AVB	AVALONBAY CMNTYS INC COM	1,430,104	$202M	1.0%	$85.05	+19.4%	COM	053484101
VZ	VERIZON COMMUNICATIONS INC COM	3,946,268	$197M	0.9%	$25.33	+9.8%	COM	92343V104
—	HCP INC COM	4,745,795	$188M	0.9%	$49.86	—	COM	40414L109
—	DUKE REALTY CORP COM NEW	10,785,816	$185M	0.9%	$15.59	—	COM	264411505
UNH	UNITEDHEALTH GROUP INC COM	2,123,151	$183M	0.9%	$46.25	+52.1%	COM	91324P102
WAT	WATERS CORP COM	1,839,942	$182M	0.9%	$92.22	+11.8%	COM	941848103
JPM	JPMORGAN CHASE CO COM	2,986,877	$180M	0.9%	$34.95	+23.4%	COM	46625H100
INTC	INTEL CORP COM	4,938,571	$172M	0.8%	$17.14	+50.2%	COM	458140100
MTD	METTLER TOLEDO INTERNATIONAL COM	642,700	$165M	0.8%	$212.51	+23.4%	COM	592688105
PFE	PFIZER INC COM	5,094,556	$151M	0.7%	$15.51	+12.5%	COM	717081103
SJM	SMUCKER J M CO COM NEW	1,487,759	$147M	0.7%	$64.01	+14.7%	COM	832696405
PEP	PEPSICO INC COM	1,553,208	$145M	0.7%	$53.18	+22.0%	COM	713448108
KRC	KILROY RLTY CORP COM	2,422,144	$144M	0.7%	$61.10	—	COM	49427F108
MMM	3M CO COM	1,013,520	$144M	0.7%	$57.18	+46.0%	COM	88579Y101
USB	US BANCORP DEL COM NEW	3,315,792	$139M	0.7%	$22.72	+25.1%	COM	902973304
CSCO	CISCO SYS INC COM	5,207,534	$131M	0.6%	$14.68	+20.6%	COM	17275R102
ORCL	ORACLE CORP COM	3,368,672	$129M	0.6%	$28.43	+20.3%	COM	68389X105
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	910,362	$126M	0.6%	$119.11	+11.8%	CLASS B	084670702
—	VARIAN MED SYS INC COM	1,541,722	$124M	0.6%	$74.12	—	COM	92220P105
—	AMERICAN RLTY CAP PPTYS INC COM	10,022,597	$121M	0.6%	$13.13	—	COM	02917T104
MCD	MCDONALDS CORP COM	1,273,747	$121M	0.6%	$73.35	-2.9%	COM	580135101
V	VISA INC COM CL A	516,525	$110M	0.5%	$37.71	+31.6%	CLASS A	92826C839
COP	CONOCOPHILLIPS COM	1,330,365	$102M	0.5%	$41.69	+36.0%	COM	20825C104
ARE	ALEXANDRIA REAL ESTATE EQ IN COM	1,373,409	$101M	0.5%	$51.81	+0.4%	COM	015271109
DUK	DUKE ENERGY CORP NEW COM NEW	1,275,226	$95.35M	0.5%	$42.79	+6.7%	COM	26441C204
SHO	SUNSTONE HOTEL INVS INC NEW COM	6,629,084	$91.61M	0.4%	$12.45	—	COM	867892101
—	ACE LTD SHS	869,192	$91.15M	0.4%	$93.26	—	SHS	H0023R105
DLR	DIGITAL RLTY TR INC COM	1,410,843	$88.01M	0.4%	$38.90	+7.0%	COM	253868103
CL	COLGATE PALMOLIVE CO COM	1,327,282	$86.56M	0.4%	$46.47	+9.1%	COM	194162103
OXY	OCCIDENTAL PETE CORP DEL COM	895,069	$86.06M	0.4%	$62.82	+8.3%	COM	674599105
UDR	UDR INC COM	3,149,431	$85.82M	0.4%	$15.35	+26.3%	COM	902653104
—	HEWLETT PACKARD CO COM	2,356,236	$83.58M	0.4%	$32.53	—	COM	428236103
GIS	GENERAL MLS INC COM	1,633,657	$82.42M	0.4%	$31.60	+12.2%	COM	370334104
CAT	CATERPILLAR INC DEL COM	759,868	$75.25M	0.4%	$70.38	+12.7%	COM	149123101
—	MEDTRONIC INC COM	1,202,289	$74.48M	0.4%	$52.85	—	COM	585055106
—	E M C CORP MASS COM	2,543,623	$74.43M	0.4%	$25.73	—	COM	268648102
BDN	BRANDYWINE RLTY TR SH BEN INT NEW	5,130,469	$72.19M	0.3%	$14.69	—	INT	105368203
MCK	MCKESSON CORP COM	370,221	$72.07M	0.3%	$101.96	+73.4%	COM	58155Q103
SO	SOUTHERN CO COM	1,592,644	$69.52M	0.3%	$26.85	+1.0%	COM	842587107
ADP	AUTOMATIC DATA PROCESSING IN COM	812,077	$67.47M	0.3%	$52.61	+7.0%	COM	053015103
TJX	TJX COS INC NEW COM	1,129,644	$66.84M	0.3%	$21.27	+13.4%	COM	872540109
KMB	KIMBERLY CLARK CORP COM	618,567	$66.54M	0.3%	$62.48	+13.4%	COM	494368103
BAX	BAXTER INTL INC COM	923,708	$66.3M	0.3%	$30.58	+9.3%	COM	071813109
—	PRAXAIR INC COM	492,483	$63.53M	0.3%	$130.48	—	COM	74005P104
PCG	PG E CORP COM	1,405,201	$63.29M	0.3%	$38.11	+7.1%	COM	69331C108
—	DDR CORP COM	3,730,864	$62.42M	0.3%	$16.97	—	COM	23317H102
—	WELLPOINT INC COM	520,374	$62.25M	0.3%	$70.55	—	COM	94973V107
MDLZ	MONDELEZ INTL INC CL A	1,788,106	$61.27M	0.3%	$24.17	+17.1%	CLASS A	609207105
TRV	TRAVELERS COMPANIES INC COM	646,817	$60.76M	0.3%	$60.33	+20.2%	COM	89417E109
PEG	PUBLIC SVC ENTERPRISE GROUP COM	1,626,337	$60.56M	0.3%	$22.04	+12.3%	COM	744573106
—	APACHE CORP COM	625,888	$58.75M	0.3%	$84.12	—	COM	037411105
YUM	YUM BRANDS INC COM	799,513	$57.55M	0.3%	$39.92	+7.5%	COM	988498101
TGT	TARGET CORP COM	917,485	$57.51M	0.3%	$41.71	+3.7%	COM	87612E106
—	HOSPITALITY PPTYS TR COM SH BEN INT	2,128,565	$57.15M	0.3%	$27.44	—	INT	44106M102
BMY	BRISTOL MYERS SQUIBB CO COM	1,099,055	$56.25M	0.3%	$30.73	+11.3%	COM	110122108
ETR	ENTERGY CORP NEW COM	725,290	$56.09M	0.3%	$20.82	+15.6%	COM	29364G103
ED	CONSOLIDATED EDISON INC COM	977,605	$55.39M	0.3%	$35.90	+4.3%	COM	209115104
COST	COSTCO WHSL CORP NEW COM	440,809	$55.24M	0.3%	$86.29	+12.6%	COM	22160K105
—	LIBERTY PPTY TR SH BEN INT	1,615,412	$53.73M	0.3%	$35.12	—	INT	531172104
NKE	NIKE INC CL B	598,330	$53.37M	0.3%	$32.86	+4.6%	CLASS B	654106103
XEL	XCEL ENERGY INC COM	1,742,615	$52.98M	0.3%	$19.96	+9.0%	COM	98389B100
EXC	EXELON CORP COM	1,547,167	$52.74M	0.3%	$15.67	-0.2%	COM	30161N101
—	CENTURYLINK INC COM	1,279,893	$52.34M	0.2%	$35.20	—	COM	156700106
CAH	CARDINAL HEALTH INC COM	694,433	$52.03M	0.2%	$35.86	+48.7%	COM	14149Y108
WM	WASTE MGMT INC DEL COM	1,083,754	$51.51M	0.2%	$31.01	+17.5%	COM	94106L109
DTE	DTE ENERGY CO COM	676,350	$51.46M	0.2%	$38.65	+14.3%	COM	233331107
PGR	PROGRESSIVE CORP OHIO COM	2,025,663	$51.21M	0.2%	$17.03	+3.8%	COM	743315103
—	DOW CHEM CO COM	973,733	$51.06M	0.2%	$51.49	—	COM	260543103
VFC	V F CORP COM	759,036	$50.12M	0.2%	$51.72	+15.7%	COM	918204108
KSS	KOHLS CORP COM	818,449	$49.95M	0.2%	$52.00	+8.8%	COM	500255104
—	BROADCOM CORP CL A	1,226,595	$49.58M	0.2%	$32.95	—	CLASS A	111320107
SYY	SYSCO CORP COM	1,287,171	$48.85M	0.2%	$24.92	+10.6%	COM	871829107
—	MARATHON OIL CORP COM	1,280,070	$48.12M	0.2%	$35.11	—	COM	565849106
WDC	WESTERN DIGITAL CORP COM	471,683	$45.9M	0.2%	$46.17	+35.2%	COM	958102105
AEP	AMERICAN ELEC PWR INC COM	878,949	$45.89M	0.2%	$32.08	+10.1%	COM	025537101
—	FRONTIER COMMUNICATIONS CORP COM	7,007,131	$45.62M	0.2%	$5.44	—	COM	35906A108
F	FORD MTR CO DEL COM PAR $0.01	3,027,433	$44.78M	0.2%	$7.27	+29.1%	COM	345370860
AMGN	AMGEN INC COM	309,265	$43.44M	0.2%	$83.72	+12.9%	COM	031162100
ROST	ROSS STORES INC COM	569,203	$43.02M	0.2%	$30.26	+2.9%	COM	778296103
—	ACTAVIS PLC SHS	176,683	$42.63M	0.2%	$241.28	—	SHS	G0083B108
—	AMERICAN CAMPUS CMNTYS INC COM	1,169,501	$42.63M	0.2%	$37.35	—	COM	024835100
M	MACYS INC COM	729,358	$42.43M	0.2%	$50.14	+18.2%	COM	55616P104
EIX	EDISON INTL COM	746,971	$41.77M	0.2%	$32.08	+14.7%	COM	281020107
CHRW	C H ROBINSON WORLDWIDE INC COM NEW	629,366	$41.74M	0.2%	$42.51	+19.7%	COM	12541W209
NEE	NEXTERA ENERGY INC COM	443,957	$41.68M	0.2%	$13.63	+31.5%	COM	65339F101
HSY	HERSHEY CO COM	435,934	$41.6M	0.2%	$70.55	+0.1%	COM	427866108
AEE	AMEREN CORP COM	1,070,117	$41.02M	0.2%	$26.90	+2.2%	COM	023608102
—	CHUBB CORP COM	448,465	$40.85M	0.2%	$91.40	—	COM	171232101
D	DOMINION RES INC VA NEW COM	589,336	$40.72M	0.2%	$42.93	-0.7%	COM	25746U109
CLX	CLOROX CO DEL COM	422,095	$40.54M	0.2%	$62.00	+5.9%	COM	189054109
NTAP	NETAPP INC COM	931,779	$40.03M	0.2%	$30.60	-1.5%	COM	64110D104
LYB	LYONDELLBASELL INDUSTRIES N SHS - A -	365,109	$39.67M	0.2%	$35.27	+67.9%	SHS	N53745100
AGRO	ADECOAGRO S A COM	4,500,000	$39.6M	0.2%	$7.52	+12.9%	COM	L00849106
GPC	GENUINE PARTS CO COM	448,963	$39.38M	0.2%	$56.74	+10.3%	COM	372460105
DOX	AMDOCS LTD SHS	849,565	$38.98M	0.2%	$34.49	+10.5%	SHS	G02602103
TEVA	TEVA PHARMACEUTICAL INDS LTD ADR	723,256	$38.88M	0.2%	$41.69	—	ADR	881624209
MET	METLIFE INC COM	713,817	$38.35M	0.2%	$23.47	+41.8%	COM	59156R108
PSX	PHILLIPS 66 COM	471,272	$38.32M	0.2%	$44.18	+24.8%	COM	718546104
AMT	AMERICAN TOWER CORP NEW COM	404,628	$37.88M	0.2%	$65.91	+10.0%	COM	03027X100
BALL	BALL CORP COM	595,781	$37.7M	0.2%	$23.85	+19.0%	COM	058498106
PPL	PPL CORP COM	1,141,047	$37.47M	0.2%	$18.07	+4.0%	COM	69351T106
CNP	CENTERPOINT ENERGY INC COM	1,523,701	$37.28M	0.2%	$15.08	+9.8%	COM	15189T107
—	WHOLE FOODS MKT INC COM	977,218	$37.24M	0.2%	$42.54	—	COM	966837106
—	WASHINGTON PRIME GROUP INC COM	2,129,122	$37.22M	0.2%	$18.74	—	COM	939647103
—	SEAGATE TECHNOLOGY PLC SHS	640,608	$36.69M	0.2%	$49.85	—	SHS	G7945M107
TSN	TYSON FOODS INC CL A	924,428	$36.4M	0.2%	$25.11	+17.9%	CLASS A	902494103
—	PETSMART INC COM	518,690	$36.35M	0.2%	$63.32	—	COM	716768106
CHKP	CHECK POINT SOFTWARE TECH LT ORD	521,291	$36.09M	0.2%	$61.35	+10.9%	ORD	M22465104
PNC	PNC FINL SVCS GROUP INC COM	417,796	$35.76M	0.2%	$44.74	+33.8%	COM	693475105
KLAC	KLA-TENCOR CORP COM	453,452	$35.72M	0.2%	$44.44	+9.4%	COM	482480100
CHD	CHURCH DWIGHT INC COM	506,768	$35.55M	0.2%	$28.29	+3.3%	COM	171340102
EMN	EASTMAN CHEM CO COM	419,934	$33.97M	0.2%	$57.22	+2.2%	COM	277432100
FLEX	FLEXTRONICS INTL LTD ORD	3,263,372	$33.68M	0.2%	$6.59	+23.9%	ORD	Y2573F102
—	WINDSTREAM HLDGS INC COM	3,122,030	$33.66M	0.2%	$8.32	—	COM	97382A101
—	TECO ENERGY INC COM	1,930,725	$33.56M	0.2%	$17.28	—	COM	872375100
COF	CAPITAL ONE FINL CORP COM	410,403	$33.5M	0.2%	$46.72	+42.6%	COM	14040H105
WMB	WILLIAMS COS INC DEL COM	597,068	$33.05M	0.2%	$21.52	+40.4%	COM	969457100
—	COMPUTER SCIENCES CORP COM	529,036	$32.35M	0.2%	$57.56	—	COM	205363104
—	CA INC COM	1,141,420	$31.89M	0.2%	$28.90	—	COM	12673P105
MUR	MURPHY OIL CORP COM	558,971	$31.81M	0.2%	$38.80	+4.3%	COM	626717102
ECL	ECOLAB INC COM	276,543	$31.75M	0.2%	$80.01	+24.1%	COM	278865100
—	COACH INC COM	891,085	$31.73M	0.2%	$47.48	—	COM	189754104
LEG	LEGGETT PLATT INC COM	895,357	$31.27M	0.1%	$31.22	+9.8%	COM	524660107
—	BEMIS INC COM	821,878	$31.25M	0.1%	$39.25	—	COM	081437105
ACGL	ARCH CAP GROUP LTD ORD	570,449	$31.21M	0.1%	$18.06	-2.9%	ORD	G0450A105
—	CBL ASSOC PPTYS INC COM	1,736,376	$31.08M	0.1%	$22.82	—	COM	124830100
—	MAXIM INTEGRATED PRODS INC COM	1,023,187	$30.94M	0.1%	$31.89	—	COM	57772K101
SNPS	SYNOPSYS INC COM	777,808	$30.88M	0.1%	$35.09	+13.0%	COM	871607107
ALV	AUTOLIV INC COM	335,475	$30.84M	0.1%	$51.98	+8.8%	COM	052800109
GME	GAMESTOP CORP NEW CL A	744,864	$30.69M	0.1%	$6.98	+11.9%	CLASS A	36467W109
AXS	AXIS CAPITAL HOLDINGS LTD SHS	645,342	$30.54M	0.1%	$32.50	+4.4%	SHS	G0692U109
PNW	PINNACLE WEST CAP CORP COM	549,190	$30.01M	0.1%	$33.83	+5.6%	COM	723484101
KR	KROGER CO COM	574,248	$29.86M	0.1%	$14.19	+43.4%	COM	501044101
NSC	NORFOLK SOUTHERN CORP COM	266,031	$29.69M	0.1%	$72.17	+14.5%	COM	655844108
FDX	FEDEX CORP COM	182,251	$29.42M	0.1%	$115.95	+11.3%	COM	31428X106
MRSH	MARSH MCLENNAN COS INC COM	562,080	$29.42M	0.1%	$34.75	+23.0%	COM	571748102
UNP	UNION PAC CORP COM	269,802	$29.25M	0.1%	$72.10	+11.4%	COM	907818108
R	RYDER SYS INC COM	323,260	$29.08M	0.1%	$75.28	+19.1%	COM	783549108
—	HESS CORP COM	305,506	$28.82M	0.1%	$84.18	—	COM	42809H107
HAL	HALLIBURTON CO COM	444,904	$28.7M	0.1%	$33.59	+64.3%	COM	406216101
—	HARRIS CORP DEL COM	429,899	$28.55M	0.1%	$49.00	—	COM	413875105
EPR	EPR PPTYS COM SH BEN INT	561,961	$28.48M	0.1%	$52.05	—	INT	26884U109
COR	AMERISOURCEBERGEN CORP COM	363,599	$28.11M	0.1%	$49.61	+11.9%	COM	03073E105
HD	HOME DEPOT INC COM	305,702	$28.05M	0.1%	$59.61	+10.3%	COM	437076102
NWL	NEWELL RUBBERMAID INC COM	813,491	$27.99M	0.1%	$15.93	+34.6%	COM	651229106
CSX	CSX CORP COM	869,620	$27.88M	0.1%	$7.74	+11.4%	COM	126408103
VTR	VENTAS INC COM	449,996	$27.88M	0.1%	$44.52	-0.7%	COM	92276F100
PTEN	PATTERSON UTI ENERGY INC COM	855,126	$27.82M	0.1%	$28.34	+19.8%	COM	703481101
FISV	FISERV INC COM	428,368	$27.69M	0.1%	$24.83	+27.3%	COM	337738108
LLY	LILLY ELI CO COM	426,522	$27.66M	0.1%	$42.30	+21.5%	COM	532457108
CE	CELANESE CORP DEL COM SER A	470,317	$27.52M	0.1%	$43.14	+14.9%	COM	150870103
SLB	SCHLUMBERGER LTD COM	270,548	$27.51M	0.1%	$66.60	+19.4%	COM	806857108
—	DCT INDUSTRIAL TRUST INC COM	3,658,668	$27.48M	0.1%	$7.40	—	COM	233153105
—	NORDSTROM INC COM	401,149	$27.43M	0.1%	$57.33	—	COM	655664100
DIS	DISNEY WALT CO COM DISNEY	306,488	$27.29M	0.1%	$70.33	+12.8%	COM	254687106
—	FOOT LOCKER INC COM	490,271	$27.28M	0.1%	$47.13	—	COM	344849104
HRL	HORMEL FOODS CORP COM	530,060	$27.24M	0.1%	$14.16	+32.1%	COM	440452100
DRH	DIAMONDROCK HOSPITALITY CO COM	2,136,000	$27.08M	0.1%	$9.49	—	COM	252784301
APD	AIR PRODS CHEMS INC COM	207,468	$27.01M	0.1%	$80.13	+15.4%	COM	009158106
—	AON PLC SHS CL A	306,947	$26.91M	0.1%	$63.78	—	CLASS A	G0408V102
DVA	DAVITA HEALTHCARE PARTNERS I COM	366,976	$26.84M	0.1%	$66.91	+9.4%	COM	23918K108
LOW	LOWES COS INC COM	506,336	$26.8M	0.1%	$39.06	+5.5%	COM	548661107
—	SPECTRA ENERGY CORP COM	679,027	$26.66M	0.1%	$32.01	—	COM	847560109
FCX	FREEPORT-MCMORAN INC CL B	815,853	$26.64M	0.1%	$26.91	+17.5%	CLASS B	35671D857
SCCO	SOUTHERN COPPER CORP COM	897,900	$26.62M	0.1%	$18.86	+10.8%	COM	84265V105
DVN	DEVON ENERGY CORP NEW COM	389,326	$26.54M	0.1%	$42.45	+18.5%	COM	25179M103
ADM	ARCHER DANIELS MIDLAND CO COM	517,642	$26.45M	0.1%	$29.52	+19.5%	COM	039483102
EFX	EQUIFAX INC COM	352,601	$26.35M	0.1%	$62.47	+9.1%	COM	294429105
EOG	EOG RES INC COM	265,796	$26.32M	0.1%	$71.43	+11.1%	COM	26875P101
CMCSA	COMCAST CORP NEW CL A	487,757	$26.23M	0.1%	$20.01	+5.8%	CLASS A	20030N101
PAYX	PAYCHEX INC COM	592,787	$26.2M	0.1%	$29.47	+0.9%	COM	704326107
SRE	SEMPRA ENERGY COM	248,214	$26.16M	0.1%	$26.79	+35.0%	COM	816851109
URBN	URBAN OUTFITTERS INC COM	710,739	$26.08M	0.1%	$35.13	+4.7%	COM	917047102
—	L BRANDS INC COM	386,655	$25.9M	0.1%	$66.98	—	COM	501797104
HAS	HASBRO INC COM	468,864	$25.79M	0.1%	$35.94	+1.1%	COM	418056107
ITW	ILLINOIS TOOL WKS INC COM	305,388	$25.78M	0.1%	$48.13	+37.5%	COM	452308109
—	BED BATH BEYOND INC COM	390,426	$25.7M	0.1%	$67.37	—	COM	075896100
—	TYCO INTERNATIONAL LTD SHS	575,308	$25.64M	0.1%	$38.97	—	SHS	H89128104
NVDA	NVIDIA CORP COM	1,388,799	$25.62M	0.1%	$0.41	+10.0%	COM	67066G104
RL	RALPH LAUREN CORP CL A	155,424	$25.6M	0.1%	$128.17	+2.9%	CLASS A	751212101
IBM	INTERNATIONAL BUSINESS MACHS COM	134,803	$25.59M	0.1%	$117.00	-2.3%	COM	459200101
MCHP	MICROCHIP TECHNOLOGY INC COM	540,154	$25.51M	0.1%	$17.85	+5.7%	COM	595017104
FE	FIRSTENERGY CORP COM	755,310	$25.36M	0.1%	$21.75	-5.3%	COM	337932107
—	CIGNA CORPORATION COM	279,103	$25.31M	0.1%	$78.25	—	COM	125509109
—	TOTAL SYS SVCS INC COM	817,537	$25.31M	0.1%	$30.48	—	COM	891906109
—	NATIONAL OILWELL VARCO INC COM	332,593	$25.31M	0.1%	$77.98	—	COM	637071101
GWW	GRAINGER W W INC COM	100,277	$25.23M	0.1%	$205.99	-1.0%	COM	384802104
CAG	CONAGRA FOODS INC COM	762,373	$25.19M	0.1%	$16.21	+3.3%	COM	205887102
MKC	MCCORMICK CO INC COM NON VTG	375,264	$25.11M	0.1%	$26.72	+3.6%	VTG	579780206
—	KELLOGG CO COM	407,315	$25.09M	0.1%	$36.53	+10.9%	COM	487836108
UPS	UNITED PARCEL SERVICE INC CL B	253,659	$24.93M	0.1%	$63.19	+5.0%	CLASS B	911312106
GAP	GAP INC DEL COM	597,893	$24.93M	0.1%	$27.16	+5.6%	COM	364760108
—	MONSANTO CO NEW COM	221,136	$24.88M	0.1%	$114.21	—	COM	61166W101
—	NOBLE ENERGY INC COM	363,716	$24.86M	0.1%	$71.20	—	COM	655044105
ACN	ACCENTURE PLC IRELAND SHS CLASS A	304,563	$24.77M	0.1%	$66.83	-1.1%	CLASS A	G1151C101
—	XILINX INC COM	584,342	$24.75M	0.1%	$39.80	—	COM	983919101
DHR	DANAHER CORP DEL COM	325,616	$24.74M	0.1%	$27.76	+12.3%	COM	235851102
BDX	BECTON DICKINSON CO COM	217,326	$24.73M	0.1%	$91.63	+4.4%	COM	075887109
PPG	PPG INDS INC COM	125,455	$24.68M	0.1%	$77.67	+7.4%	COM	693506107
—	BARD C R INC COM	172,824	$24.66M	0.1%	$147.72	—	COM	067383109
—	PALL CORP COM	292,623	$24.49M	0.1%	$83.70	—	COM	696429307
FAST	FASTENAL CO COM	545,260	$24.48M	0.1%	$8.47	0.0%	COM	311900104
CPB	CAMPBELL SOUP CO COM	572,677	$24.47M	0.1%	$29.85	+3.2%	COM	134429109
DOV	DOVER CORP COM	304,485	$24.46M	0.1%	$39.89	+44.0%	COM	260003108
PH	PARKER HANNIFIN CORP COM	213,752	$24.4M	0.1%	$78.55	+24.1%	COM	701094104
—	LINEAR TECHNOLOGY CORP COM	547,303	$24.3M	0.1%	$40.40	—	COM	535678106
EXPD	EXPEDITORS INTL WASH INC COM	597,775	$24.26M	0.1%	$36.75	0.0%	COM	302130109
EMR	EMERSON ELEC CO COM	386,930	$24.21M	0.1%	$40.79	+17.1%	COM	291011104
—	WALGREEN CO COM	407,944	$24.18M	0.1%	$65.55	—	COM	931422109
CTSH	COGNIZANT TECHNOLOGY SOLUTIO CL A	539,879	$24.17M	0.1%	$41.72	0.0%	CLASS A	192446102
BR	BROADRIDGE FINL SOLUTIONS IN COM	580,375	$24.16M	0.1%	$33.89	0.0%	COM	11133T103
—	UNITED TECHNOLOGIES CORP COM	228,639	$24.14M	0.1%	$95.75	—	COM	913017109
—	DISCOVER FINL SVCS COM	374,836	$24.14M	0.1%	$46.28	—	COM	254709108
AJG	GALLAGHER ARTHUR J CO COM	531,591	$24.11M	0.1%	$30.04	+23.2%	COM	363576109
—	PRECISION CASTPARTS CORP COM	101,141	$23.96M	0.1%	$250.35	—	COM	740189105
TROW	PRICE T ROWE GROUP INC COM	304,838	$23.9M	0.1%	$52.60	+0.0%	COM	74144T108
—	COCA COLA ENTERPRISES INC NE COM	533,752	$23.68M	0.1%	$37.78	—	COM	19122T109
OMC	OMNICOM GROUP INC COM	342,860	$23.61M	0.1%	$47.47	+2.9%	COM	681919106
—	TE CONNECTIVITY LTD REG SHS	426,483	$23.58M	0.1%	$60.05	—	SHS	H84989104
ETN	EATON CORP PLC SHS	371,534	$23.54M	0.1%	$45.24	+19.6%	SHS	G29183103
INTU	INTUIT COM	268,069	$23.5M	0.1%	$65.62	+15.4%	COM	461202103
AME	AMETEK INC NEW COM	466,350	$23.41M	0.1%	$48.07	0.0%	COM	031100100
—	AETNA INC NEW COM	288,879	$23.4M	0.1%	$53.16	—	COM	00817Y108
—	CABLEVISION SYS CORP CL A NY CABLVS	1,333,810	$23.36M	0.1%	$17.51	—	COM	12686C109
ROK	ROCKWELL AUTOMATION INC COM	211,710	$23.26M	0.1%	$71.97	+30.4%	COM	773903109
OII	OCEANEERING INTL INC COM	354,918	$23.13M	0.1%	$72.89	-5.2%	COM	675232102
—	DR PEPPER SNAPPLE GROUP INC COM	358,979	$23.09M	0.1%	$51.12	—	COM	26138E109
—	DENBURY RES INC COM NEW	1,534,718	$23.07M	0.1%	$16.43	—	COM	247916208
CMI	CUMMINS INC COM	174,592	$23.04M	0.1%	$90.93	+16.6%	COM	231021106
HP	HELMERICH PAYNE INC COM	235,002	$23M	0.1%	$109.15	-2.7%	COM	423452101
MOS	MOSAIC CO NEW COM	516,941	$22.96M	0.1%	$38.81	-3.6%	COM	61945C103
—	HERTZ GLOBAL HOLDINGS INC COM	903,713	$22.95M	0.1%	$26.64	—	COM	42805T105
AVY	AVERY DENNISON CORP COM	512,974	$22.9M	0.1%	$39.50	-1.1%	COM	053611109
FOSL	FOSSIL GROUP INC COM	243,761	$22.89M	0.1%	$112.06	-10.1%	COM	34988V106
HOG	HARLEY DAVIDSON INC COM	388,422	$22.61M	0.1%	$66.15	-3.3%	COM	412822108
RYN	RAYONIER INC COM	720,441	$22.43M	0.1%	$40.74	—	COM	754907103
PCAR	PACCAR INC COM	393,057	$22.36M	0.1%	$26.66	+1.5%	COM	693718108
—	DST SYS INC DEL COM	266,031	$22.32M	0.1%	$93.94	—	COM	233326107
GLW	CORNING INC COM	1,147,979	$22.2M	0.1%	$9.63	+60.7%	COM	219350105
GNTX	GENTEX CORP COM	826,807	$22.13M	0.1%	$14.60	-0.4%	COM	371901109
ALL	ALLSTATE CORP COM	357,537	$21.94M	0.1%	$41.83	+12.2%	COM	020002101
BWA	BORGWARNER INC COM	408,101	$21.47M	0.1%	$43.31	+7.0%	COM	099724106
HLF	HERBALIFE LTD COM USD SHS	484,301	$21.19M	0.1%	$29.60	-9.7%	SHS	G4412G101
MDU	MDU RES GROUP INC COM	761,094	$21.17M	0.1%	$8.66	-3.3%	COM	552690109
RSG	REPUBLIC SVCS INC COM	540,830	$21.1M	0.1%	$25.76	+21.0%	COM	760759100
—	SOUTHWESTERN ENERGY CO COM	599,543	$20.95M	0.1%	$45.28	—	COM	845467109
—	BIOMED REALTY TRUST INC COM	1,036,534	$20.94M	0.1%	$21.60	—	COM	09063H107
AFL	AFLAC INC COM	355,311	$20.7M	0.1%	$23.95	-3.0%	COM	001055102
—	BB T CORP COM	553,281	$20.59M	0.1%	$40.05	—	COM	054937107
—	MEAD JOHNSON NUTRITION CO COM	208,506	$20.06M	0.1%	$84.61	—	COM	582839106
MPC	MARATHON PETE CORP COM	236,623	$20.04M	0.1%	$27.10	+10.9%	COM	56585A102
VLO	VALERO ENERGY CORP NEW COM	428,707	$19.84M	0.1%	$25.23	+29.3%	COM	91913Y100
DG	DOLLAR GEN CORP NEW COM	303,869	$18.57M	0.1%	$45.73	+13.8%	COM	256677105
SHW	SHERWIN WILLIAMS CO COM	83,914	$18.38M	0.1%	$49.63	+28.5%	COM	824348106
AZO	AUTOZONE INC COM	34,728	$17.7M	0.1%	$528.89	-0.4%	COM	053332102
—	SANDISK CORP COM	177,584	$17.39M	0.1%	$82.56	—	COM	80004C101
—	SIGMA ALDRICH CORP COM	122,793	$16.7M	0.1%	$95.00	—	COM	826552101
IP	INTL PAPER CO COM	349,677	$16.69M	0.1%	$24.47	+17.0%	COM	460146103
ORLY	O REILLY AUTOMOTIVE INC NEW COM	108,092	$16.25M	0.1%	$6.76	+51.0%	COM	67103H107
HUM	HUMANA INC COM	122,995	$16.02M	0.1%	$81.40	+42.6%	COM	444859102
DGX	QUEST DIAGNOSTICS INC COM	262,664	$15.94M	0.1%	$46.18	+6.2%	COM	74834L100
—	DELPHI AUTOMOTIVE PLC SHS	254,095	$15.59M	0.1%	$52.80	—	SHS	G27823106
PRGO	PERRIGO CO PLC SHS	98,338	$14.77M	0.1%	$150.28	-0.8%	SHS	G97822103
MTB	M T BK CORP COM	116,740	$14.39M	0.1%	$88.39	+1.5%	COM	55261F104
EG	EVEREST RE GROUP LTD COM	86,489	$14.01M	0.1%	$101.75	+25.1%	COM	G3223R108
FITB	FIFTH THIRD BANCORP COM	697,272	$13.96M	0.1%	$11.09	+25.6%	COM	316773100
CTRA	CABOT OIL GAS CORP COM	426,316	$13.94M	0.1%	$25.88	-6.4%	COM	127097103
GS	GOLDMAN SACHS GROUP INC COM	75,297	$13.82M	0.1%	$118.53	+18.6%	COM	38141G104
IVZ	INVESCO LTD SHS	349,067	$13.78M	0.1%	$21.01	+14.3%	SHS	G491BT108
HIG	HARTFORD FINL SVCS GROUP INC COM	359,726	$13.4M	0.1%	$27.59	+3.2%	COM	416515104
NI	NISOURCE INC COM	315,837	$12.94M	0.1%	$8.69	+23.2%	COM	65473P105
—	SYMANTEC CORP COM	545,457	$12.82M	0.1%	$24.45	—	COM	871503108
—	XEROX CORP COM	961,997	$12.73M	0.1%	$9.02	—	COM	984121103
PFG	PRINCIPAL FINL GROUP INC COM	231,993	$12.17M	0.1%	$21.43	+61.5%	COM	74251V102
DLTR	DOLLAR TREE INC COM	212,311	$11.9M	0.1%	$49.14	+12.2%	COM	256746108
BF/B	BROWN FORMAN CORP CL B	130,991	$11.82M	0.1%	$24.50	+23.2%	CLASS B	115637209
—	SCANA CORP NEW COM	226,783	$11.25M	0.1%	$50.56	—	COM	80589M102
EW	EDWARDS LIFESCIENCES CORP COM	109,407	$11.18M	0.1%	$13.63	+15.8%	COM	28176E108
LNC	LINCOLN NATL CORP IND COM	207,911	$11.14M	0.1%	$21.18	+68.2%	COM	534187109
—	NORTHEAST UTILS COM	245,883	$10.89M	0.1%	$42.69	—	COM	664397106
SWK	STANLEY BLACK DECKER INC COM	122,026	$10.84M	0.1%	$62.85	+6.6%	COM	854502101
MAT	MATTEL INC COM	345,065	$10.58M	0.1%	$41.86	-15.5%	COM	577081102
—	PARTNERRE LTD COM	94,492	$10.38M	0.0%	$91.98	—	COM	G6852T105
—	ANNALY CAP MGMT INC COM	966,397	$10.32M	0.0%	$11.40	—	COM	035710409
AMP	AMERIPRISE FINL INC COM	83,624	$10.32M	0.0%	$87.87	+9.9%	COM	03076C106
HSIC	SCHEIN HENRY INC COM	87,546	$10.2M	0.0%	$42.59	+8.8%	COM	806407102
—	WISCONSIN ENERGY CORP COM	232,269	$9.988M	0.0%	$43.18	—	COM	976657106
—	BUNGE LIMITED COM	118,473	$9.979M	0.0%	$75.91	—	COM	G16962105
—	STERICYCLE INC COM	83,637	$9.749M	0.0%	$113.95	—	COM	858912108
HYG	ISHARES IBOXX HI YD ETF	100,916	$9.279M	0.0%	$94.17	—	ETF	464288513
WHR	WHIRLPOOL CORP COM	62,233	$9.064M	0.0%	$144.92	+2.0%	COM	963320106
VWO	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	210,000	$8.755M	0.0%	$40.58	—	ETF	922042858
AWK	AMERICAN WTR WKS CO INC NEW COM	180,004	$8.682M	0.0%	$34.39	+13.4%	COM	030420103
—	IHS INC CL A	67,865	$8.496M	0.0%	$135.32	—	CLASS A	451734107
—	PEOPLES UNITED FINANCIAL INC COM	566,360	$8.195M	0.0%	$14.22	—	COM	712704105
RCL	ROYAL CARIBBEAN CRUISES LTD COM	120,698	$8.122M	0.0%	$33.37	+61.7%	COM	V7780T103
CMS	CMS ENERGY CORP COM	270,352	$8.019M	0.0%	$19.23	+10.4%	COM	125896100
IFF	INTERNATIONAL FLAVORS FRAGRA COM	83,084	$7.966M	0.0%	$55.61	+38.8%	COM	459506101
TAP	MOLSON COORS BREWING CO CL B	105,553	$7.857M	0.0%	$34.67	+59.8%	CLASS B	60871R209
—	AMERICAN CAPITAL AGENCY CORP COM	363,398	$7.722M	0.0%	$23.34	—	COM	02503X105
—	ENSCO PLC SHS CLASS A	183,578	$7.584M	0.0%	$57.18	—	CLASS A	G3157S106
—	FAMILY DLR STORES INC COM	96,332	$7.441M	0.0%	$71.34	—	COM	307000109
AES	AES CORP COM	522,451	$7.408M	0.0%	$9.31	+5.8%	COM	00130H105
—	XL GROUP PLC SHS	222,303	$7.374M	0.0%	$30.51	—	SHS	G98290102
LKQ	LKQ CORP COM	276,993	$7.365M	0.0%	$25.20	-4.2%	COM	501889208
RNR	RENAISSANCERE HOLDINGS LTD COM	73,600	$7.359M	0.0%	$89.25	+14.9%	COM	G7496G103
CTAS	CINTAS CORP COM	103,907	$7.335M	0.0%	$11.95	+18.9%	COM	172908105
—	ALLEGHANY CORP DEL COM	17,260	$7.217M	0.0%	$409.24	—	COM	017175100
BBY	BEST BUY INC COM	213,725	$7.179M	0.0%	$18.01	+15.6%	COM	086516101
UNM	UNUM GROUP COM	207,229	$7.125M	0.0%	$25.51	+37.8%	COM	91529Y106
JBHT	HUNT J B TRANS SVCS INC COM	94,291	$6.982M	0.0%	$66.54	+2.3%	COM	445658107
—	HOLLYFRONTIER CORP COM	157,091	$6.862M	0.0%	$46.36	—	COM	436106108
CINF	CINCINNATI FINL CORP COM	144,723	$6.809M	0.0%	$30.75	+12.2%	COM	172062101
—	PEPCO HOLDINGS INC COM	253,195	$6.775M	0.0%	$27.46	—	COM	713291102
EMB	ISHARES JP MOR EM MK ETF	58,018	$6.547M	0.0%	$116.03	—	ETF	464288281
HBAN	HUNTINGTON BANCSHARES INC COM	652,194	$6.346M	0.0%	$4.54	+38.5%	COM	446150104
—	ASHLAND INC NEW COM	60,798	$6.329M	0.0%	$99.96	—	COM	044209104
LNT	ALLIANT ENERGY CORP COM	112,451	$6.231M	0.0%	$18.23	+10.1%	COM	018802108
—	STAPLES INC COM	513,838	$6.217M	0.0%	$11.35	—	COM	855030102
—	AIRGAS INC COM	56,000	$6.196M	0.0%	$106.77	—	COM	009363102
NAVI	NAVIENT CORP COM	342,858	$6.072M	0.0%	$16.62	+5.9%	COM	63938C108
—	ENERGIZER HLDGS INC COM	48,667	$5.996M	0.0%	$102.02	—	COM	29266R108
—	WILLIS GROUP HOLDINGS PUBLIC SHS	143,022	$5.921M	0.0%	$43.24	—	SHS	G96666105
—	THE ADT CORPORATION COM	158,598	$5.624M	0.0%	$30.30	—	COM	00101J106
EEM	ISHARES TR MSCI EMG MKT ETF	128,473	$5.339M	0.0%	$42.77	—	ETF	464287234
—	GANNETT INC COM	179,917	$5.338M	0.0%	$26.65	—	COM	364730101
—	NEW YORK CMNTY BANCORP INC COM	332,306	$5.274M	0.0%	$14.53	—	COM	649445103
ROP	ROPER INDS INC NEW COM	35,247	$5.156M	0.0%	$126.90	+8.1%	COM	776696106
WRB	BERKLEY W R CORP COM	106,224	$5.078M	0.0%	$9.31	+14.8%	COM	084423102
AVT	AVNET INC COM	107,885	$4.477M	0.0%	$33.29	+2.2%	COM	053807103
—	NOBLE CORP PLC SHS USD	198,293	$4.406M	0.0%	$36.74	—	USD	G65431101
PHM	PULTE GROUP INC COM	246,924	$4.361M	0.0%	$15.31	+6.5%	COM	745867101
—	MARVELL TECHNOLOGY GROUP LTD ORD	320,319	$4.318M	0.0%	$11.28	—	ORD	G5876H105
CBSH	COMMERCE BANCSHARES INC COM	92,216	$4.117M	0.0%	$20.36	+25.0%	COM	200525103
PRU	PRUDENTIAL FINL INC COM	43,597	$3.834M	0.0%	$54.95	0.0%	COM	744320102
—	VIACOM INC NEW CL B	48,322	$3.718M	0.0%	$72.74	—	CLASS B	92553P201
AIZ	ASSURANT INC COM	57,173	$3.676M	0.0%	$33.16	+57.6%	COM	04621X108
—	PATTERSON COMPANIES INC COM	86,820	$3.597M	0.0%	$38.39	—	COM	703395103
JBL	JABIL CIRCUIT INC COM	146,180	$2.948M	0.0%	$17.37	+8.9%	COM	466313103
SLM	SLM CORP COM	342,858	$2.935M	0.0%	$6.82	+28.5%	COM	78442P106
—	ROWAN COMPANIES PLC SHS CL A	99,918	$2.529M	0.0%	$31.72	—	CLASS A	G7665A101
LDOS	LEIDOS HLDGS INC COM	55,630	$1.91M	0.0%	$26.30	-17.2%	COM	525327102
NUS	NU SKIN ENTERPRISES INC CL A	41,448	$1.866M	0.0%	$36.58	0.0%	CLASS A	67018T105
—	DIAMOND OFFSHORE DRILLING IN COM	54,373	$1.863M	0.0%	$66.69	—	COM	25271C102
—	VERITIV CORP COM ADDED	6,468	$324K	0.0%	$50.09	—	COM	923454102