Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPG	SIMON PPTY GROUP INC NEW COM	3,970,806	$723M	3.2%	$82.92	+24.0%	COM	828806109
AAPL	APPLE INC COM	4,681,057	$517M	2.3%	$18.46	+30.5%	COM	037833100
EQR	EQUITY RESIDENTIAL SH BEN INT	5,838,331	$419M	1.9%	$31.76	+25.6%	INT	29476L107
—	HEALTH CARE REIT INC COM	5,528,705	$418M	1.9%	$62.96	—	COM	42217K106
BXP	BOSTON PROPERTIES INC COM	3,007,744	$387M	1.7%	$67.79	+16.8%	COM	101121101
VNO	VORNADO RLTY TR SH BEN INT	2,899,759	$341M	1.5%	$88.95	—	INT	929042109
T	AT T INC COM	10,155,849	$341M	1.5%	$10.90	+8.3%	COM	00206R102
MA	MASTERCARD INC CL A	3,885,905	$335M	1.5%	$70.17	+8.7%	CLASS A	57636Q104
PLD	PROLOGIS INC COM	7,040,812	$303M	1.4%	$26.65	+10.5%	COM	74340W103
HST	HOST HOTELS RESORTS INC COM	12,691,724	$302M	1.4%	$10.47	+38.2%	COM	44107P104
MSFT	MICROSOFT CORP COM	6,438,923	$299M	1.3%	$24.01	+66.1%	COM	594918104
XOM	EXXON MOBIL CORP COM	3,188,720	$295M	1.3%	$54.43	+6.6%	COM	30231G102
—	FEDERAL REALTY INVT TR SH BEN INT NEW	2,197,931	$293M	1.3%	$119.15	—	INT	313747206
—	GENERAL GROWTH PPTYS INC NEW COM	10,018,543	$282M	1.3%	$20.16	—	COM	370023103
PG	PROCTER GAMBLE CO COM	3,000,837	$273M	1.2%	$53.56	+20.6%	COM	742718109
ESS	ESSEX PPTY TR INC COM	1,302,475	$269M	1.2%	$122.03	+13.4%	COM	297178105
PSA	PUBLIC STORAGE COM	1,433,401	$265M	1.2%	$93.64	+25.3%	COM	74460D109
MRK	MERCK CO INC NEW COM	4,494,247	$255M	1.1%	$28.50	+38.1%	COM	58933Y105
EBAY	EBAY INC COM	4,458,805	$250M	1.1%	$20.29	-0.5%	COM	278642103
JNJ	JOHNSON JOHNSON COM	2,362,765	$247M	1.1%	$56.75	+36.2%	COM	478160104
—	SL GREEN RLTY CORP COM	2,058,624	$245M	1.1%	$86.11	—	COM	78440X101
KIM	KIMCO RLTY CORP COM	9,633,915	$242M	1.1%	$12.62	+13.7%	COM	49446R109
EXR	EXTRA SPACE STORAGE INC COM	4,041,462	$237M	1.1%	$30.30	+25.4%	COM	30225T102
WFC	WELLS FARGO CO NEW COM	4,216,891	$231M	1.0%	$26.29	+47.5%	COM	949746101
AVB	AVALONBAY CMNTYS INC COM	1,398,396	$228M	1.0%	$85.05	+27.2%	COM	053484101
VZ	VERIZON COMMUNICATIONS INC COM	4,658,262	$218M	1.0%	$25.68	+7.7%	COM	92343V104
—	DUKE REALTY CORP COM NEW	10,546,671	$213M	1.0%	$15.59	—	COM	264411505
UNH	UNITEDHEALTH GROUP INC COM	2,095,127	$212M	0.9%	$46.25	+71.3%	COM	91324P102
WAT	WATERS CORP COM	1,836,592	$207M	0.9%	$92.22	+18.8%	COM	941848103
QCOM	QUALCOMM INC COM	2,765,611	$206M	0.9%	$46.05	+15.8%	COM	747525103
—	GENERAL ELECTRIC CO COM	8,119,304	$205M	0.9%	$23.44	—	COM	369604103
—	HCP INC COM	4,640,571	$204M	0.9%	$49.86	—	COM	40414L109
KO	COCA COLA CO COM	4,817,815	$203M	0.9%	$26.44	+13.7%	COM	191216100
CVX	CHEVRON CORP NEW COM	1,738,935	$195M	0.9%	$69.08	+2.1%	COM	166764100
MTD	METTLER TOLEDO INTERNATIONAL COM	642,700	$194M	0.9%	$212.51	+29.4%	COM	592688105
JPM	JPMORGAN CHASE CO COM	3,029,436	$190M	0.8%	$35.09	+27.4%	COM	46625H100
INTC	INTEL CORP COM	4,994,546	$181M	0.8%	$17.24	+54.4%	COM	458140100
MMM	3M CO COM	1,013,520	$167M	0.7%	$57.18	+56.8%	COM	88579Y101
KRC	KILROY RLTY CORP COM	2,368,440	$164M	0.7%	$61.10	—	COM	49427F108
PFE	PFIZER INC COM	5,167,205	$161M	0.7%	$15.54	+15.6%	COM	717081103
ORCL	ORACLE CORP COM	3,407,488	$153M	0.7%	$28.50	+21.0%	COM	68389X105
SJM	SMUCKER J M CO COM NEW	1,484,953	$150M	0.7%	$64.01	+14.0%	COM	832696405
USB	US BANCORP DEL COM NEW	3,273,322	$147M	0.7%	$22.72	+28.2%	COM	902973304
CSCO	CISCO SYS INC COM	5,265,294	$146M	0.7%	$14.72	+24.3%	COM	17275R102
PEP	PEPSICO INC COM	1,504,049	$142M	0.6%	$53.18	+29.0%	COM	713448108
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	887,327	$133M	0.6%	$119.11	+21.2%	CLASS B	084670702
—	VARIAN MED SYS INC COM	1,539,040	$133M	0.6%	$74.12	—	COM	92220P105
V	VISA INC COM CL A	498,489	$131M	0.6%	$37.71	+47.7%	CLASS A	92826C839
ARE	ALEXANDRIA REAL ESTATE EQ IN COM	1,373,409	$122M	0.5%	$51.81	+9.0%	COM	015271109
MCD	MCDONALDS CORP COM	1,251,958	$117M	0.5%	$73.35	-3.8%	COM	580135101
O	REALTY INCOME CORP COM	2,365,000	$113M	0.5%	$26.33	0.0%	COM	756109104
SHO	SUNSTONE HOTEL INVS INC NEW COM	6,629,084	$109M	0.5%	$12.45	—	COM	867892101
DUK	DUKE ENERGY CORP NEW COM NEW	1,267,585	$106M	0.5%	$42.79	+19.1%	COM	26441C204
VTR	VENTAS INC COM	1,446,996	$104M	0.5%	$47.12	+2.5%	COM	92276F100
—	ACE LTD SHS	862,296	$99.06M	0.4%	$93.26	—	SHS	H0023R105
—	AMERICAN RLTY CAP PPTYS INC COM	10,928,937	$98.91M	0.4%	$12.79	—	COM	02917T104
UDR	UDR INC COM	3,149,431	$97.06M	0.4%	$15.35	+32.1%	COM	902653104
—	HEWLETT PACKARD CO COM	2,377,838	$95.42M	0.4%	$32.53	—	COM	428236103
DLR	DIGITAL RLTY TR INC COM	1,410,843	$93.54M	0.4%	$38.90	+13.9%	COM	253868103
—	PARAMOUNT GROUP INC COM ADDED	5,013,000	$93.19M	0.4%	$18.59	—	COM	69924R108
COP	CONOCOPHILLIPS COM	1,343,953	$92.81M	0.4%	$41.77	+17.0%	COM	20825C104
CL	COLGATE PALMOLIVE CO COM	1,293,082	$89.47M	0.4%	$46.47	+12.3%	COM	194162103
—	MEDTRONIC INC COM	1,213,459	$87.61M	0.4%	$52.85	—	COM	585055106
GIS	GENERAL MLS INC COM	1,616,993	$86.23M	0.4%	$31.60	+11.5%	COM	370334104
BDN	BRANDYWINE RLTY TR SH BEN INT NEW	5,130,469	$81.98M	0.4%	$14.69	—	INT	105368203
SO	SOUTHERN CO COM	1,592,863	$78.23M	0.4%	$26.85	+9.8%	COM	842587107
—	E M C CORP MASS COM	2,566,694	$76.33M	0.3%	$25.73	—	COM	268648102
MCK	MCKESSON CORP COM	364,391	$75.64M	0.3%	$101.96	+83.3%	COM	58155Q103
TJX	TJX COS INC NEW COM	1,095,789	$75.15M	0.3%	$21.27	+28.5%	COM	872540109
OXY	OCCIDENTAL PETE CORP DEL COM	924,082	$74.49M	0.3%	$62.71	-5.4%	COM	674599105
PCG	PG E CORP COM	1,398,360	$74.45M	0.3%	$38.11	+16.6%	COM	69331C108
CAT	CATERPILLAR INC DEL COM	766,986	$70.2M	0.3%	$70.38	+4.2%	COM	149123101
TGT	TARGET CORP COM	924,566	$70.18M	0.3%	$41.71	+16.5%	COM	87612E106
KMB	KIMBERLY CLARK CORP COM	606,191	$70.04M	0.3%	$62.48	+21.8%	COM	494368103
PEG	PUBLIC SVC ENTERPRISE GROUP COM	1,618,935	$67.04M	0.3%	$22.04	+23.5%	COM	744573106
BAX	BAXTER INTL INC COM	909,733	$66.67M	0.3%	$30.58	+5.6%	COM	071813109
ADP	AUTOMATIC DATA PROCESSING IN COM	799,654	$66.67M	0.3%	$52.61	+20.7%	COM	053015103
—	HOSPITALITY PPTYS TR COM SH BEN INT	2,128,565	$65.99M	0.3%	$27.44	—	INT	44106M102
ED	CONSOLIDATED EDISON INC COM	974,435	$64.32M	0.3%	$35.90	+16.5%	COM	209115104
ELV	ANTHEM INC COM ADDED	509,275	$64M	0.3%	$105.54	0.0%	COM	036752103
BMY	BRISTOL MYERS SQUIBB CO COM	1,083,574	$63.96M	0.3%	$30.73	+26.6%	COM	110122108
ETR	ENTERGY CORP NEW COM	722,737	$63.23M	0.3%	$20.82	+28.1%	COM	29364G103
—	PRAXAIR INC COM	482,435	$62.5M	0.3%	$130.48	—	COM	74005P104
XEL	XCEL ENERGY INC COM	1,735,332	$62.33M	0.3%	$19.96	+18.1%	COM	98389B100
DRH	DIAMONDROCK HOSPITALITY CO COM	4,150,784	$61.72M	0.3%	$12.10	—	COM	252784301
MDLZ	MONDELEZ INTL INC CL A	1,697,871	$61.67M	0.3%	$24.17	+17.5%	CLASS A	609207105
—	DDR CORP COM	3,342,060	$61.36M	0.3%	$16.97	—	COM	23317H102
COST	COSTCO WHSL CORP NEW COM	429,673	$60.91M	0.3%	$86.29	+26.8%	COM	22160K105
—	LIBERTY PPTY TR SH BEN INT	1,615,412	$60.79M	0.3%	$35.12	—	INT	531172104
DTE	DTE ENERGY CO COM	673,760	$58.19M	0.3%	$38.65	+23.6%	COM	233331107
EXC	EXELON CORP COM	1,534,655	$56.91M	0.3%	$15.67	+10.4%	COM	30161N101
VFC	V F CORP COM	745,912	$55.87M	0.3%	$51.72	+27.9%	COM	918204108
CAH	CARDINAL HEALTH INC COM	682,703	$55.12M	0.2%	$35.86	+62.1%	COM	14149Y108
WM	WASTE MGMT INC DEL COM	1,071,715	$55M	0.2%	$31.01	+25.9%	COM	94106L109
NNN	NATIONAL RETAIL PPTYS INC COM	1,385,000	$54.53M	0.2%	$39.37	—	COM	637417106
PGR	PROGRESSIVE CORP OHIO COM	2,017,830	$54.46M	0.2%	$17.03	+11.1%	COM	743315103
NKE	NIKE INC CL B	565,380	$54.36M	0.2%	$32.86	+24.0%	CLASS B	654106103
—	BROADCOM CORP CL A	1,232,385	$53.4M	0.2%	$32.95	—	CLASS A	111320107
AEP	AMERICAN ELEC PWR INC COM	871,888	$52.94M	0.2%	$32.08	+20.3%	COM	025537101
WDC	WESTERN DIGITAL CORP COM	474,210	$52.49M	0.2%	$46.17	+36.4%	COM	958102105
—	CENTURYLINK INC COM	1,286,519	$50.92M	0.2%	$35.20	—	COM	156700106
SYY	SYSCO CORP COM	1,272,168	$50.49M	0.2%	$24.92	+15.8%	COM	871829107
KSS	KOHLS CORP COM	811,098	$49.51M	0.2%	$52.00	+11.2%	COM	500255104
AEE	AMEREN CORP COM	1,066,586	$49.2M	0.2%	$26.90	+12.3%	COM	023608102
EIX	EDISON INTL COM	750,651	$49.15M	0.2%	$32.08	+25.6%	COM	281020107
—	WHOLE FOODS MKT INC COM	962,492	$48.53M	0.2%	$42.54	—	COM	966837106
M	MACYS INC COM	733,592	$48.23M	0.2%	$50.14	+20.6%	COM	55616P104
F	FORD MTR CO DEL COM PAR $0.01	3,070,565	$47.59M	0.2%	$7.28	+12.1%	COM	345370860
GPC	GENUINE PARTS CO COM	443,715	$47.29M	0.2%	$56.74	+25.4%	COM	372460105
CHRW	C H ROBINSON WORLDWIDE INC COM NEW	626,074	$46.89M	0.2%	$42.51	+28.9%	COM	12541W209
—	FRONTIER COMMUNICATIONS CORP COM	6,993,840	$46.65M	0.2%	$5.44	—	COM	35906A108
NEE	NEXTERA ENERGY INC COM	432,714	$45.99M	0.2%	$13.63	+38.6%	COM	65339F101
—	CHUBB CORP COM	440,771	$45.61M	0.2%	$91.40	—	COM	171232101
—	DOW CHEM CO COM	987,606	$45.05M	0.2%	$51.41	—	COM	260543103
HSY	HERSHEY CO COM	432,340	$44.93M	0.2%	$70.55	+5.8%	COM	427866108
—	ACTAVIS PLC SHS	172,231	$44.33M	0.2%	$241.28	—	SHS	G0083B108
D	DOMINION RES INC VA NEW COM	574,424	$44.17M	0.2%	$42.93	+5.0%	COM	25746U109
CLX	CLOROX CO DEL COM	418,765	$43.64M	0.2%	$62.00	+17.9%	COM	189054109
—	SEAGATE TECHNOLOGY PLC SHS	644,123	$42.83M	0.2%	$49.85	—	SHS	G7945M107
PPL	PPL CORP COM	1,166,824	$42.39M	0.2%	$18.11	+9.6%	COM	69351T106
TEVA	TEVA PHARMACEUTICAL INDS LTD ADR	726,085	$41.76M	0.2%	$41.69	—	ADR	881624209
—	PETSMART INC COM	512,943	$41.7M	0.2%	$63.32	—	COM	716768106
—	APACHE CORP COM	647,296	$40.57M	0.2%	$83.41	—	COM	037411105
CHKP	CHECK POINT SOFTWARE TECH LT ORD	513,040	$40.31M	0.2%	$61.35	+21.1%	ORD	M22465104
BALL	BALL CORP COM	590,577	$40.26M	0.2%	$23.85	+23.3%	COM	058498106
DOX	AMDOCS LTD SHS	847,194	$39.53M	0.2%	$34.49	+11.0%	SHS	G02602103
—	TECO ENERGY INC COM	1,927,557	$39.5M	0.2%	$17.28	—	COM	872375100
CHD	CHURCH DWIGHT INC COM	500,255	$39.42M	0.2%	$28.29	+12.5%	COM	171340102
MET	METLIFE INC COM	723,978	$39.16M	0.2%	$23.60	+38.9%	COM	59156R108
AMT	AMERICAN TOWER CORP NEW COM	395,920	$39.14M	0.2%	$65.91	+14.0%	COM	03027X100
ROST	ROSS STORES INC COM	413,208	$38.95M	0.2%	$30.26	+25.1%	COM	778296103
NTAP	NETAPP INC COM	935,565	$38.78M	0.2%	$30.60	+2.5%	COM	64110D104
PNC	PNC FINL SVCS GROUP INC COM	423,725	$38.66M	0.2%	$44.97	+36.4%	COM	693475105
TSN	TYSON FOODS INC CL A	953,693	$38.23M	0.2%	$25.31	+24.3%	CLASS A	902494103
LEG	LEGGETT PLATT INC COM	896,965	$38.22M	0.2%	$31.22	+26.2%	COM	524660107
PNW	PINNACLE WEST CAP CORP COM	550,438	$37.6M	0.2%	$33.83	+19.0%	COM	723484101
—	BEMIS INC COM	818,967	$37.02M	0.2%	$39.25	—	COM	081437105
—	MARATHON OIL CORP COM	1,304,279	$36.9M	0.2%	$34.98	—	COM	565849106
KR	KROGER CO COM	574,248	$36.87M	0.2%	$14.19	+64.7%	COM	501044101
GM	GENERAL MTRS CO COM	1,055,015	$36.83M	0.2%	$24.50	0.0%	COM	37045V100
—	WASHINGTON PRIME GROUP INC COM	2,129,122	$36.66M	0.2%	$18.74	—	COM	939647103
FLEX	FLEXTRONICS INTL LTD ORD	3,270,241	$36.56M	0.2%	$6.59	+20.0%	ORD	Y2573F102
AGRO	ADECOAGRO S A COM	4,500,000	$36.05M	0.2%	$7.52	+2.5%	COM	L00849106
ALV	AUTOLIV INC COM	336,532	$35.71M	0.2%	$51.98	+4.3%	COM	052800109
CNP	CENTERPOINT ENERGY INC COM	1,512,677	$35.44M	0.2%	$15.08	+7.6%	COM	15189T107
—	CA INC COM	1,145,267	$34.87M	0.2%	$28.90	—	COM	12673P105
LOW	LOWES COS INC COM	506,336	$34.84M	0.2%	$39.06	+25.5%	COM	548661107
COF	CAPITAL ONE FINL CORP COM	416,258	$34.36M	0.2%	$47.00	+41.6%	COM	14040H105
PSX	PHILLIPS 66 COM	477,994	$34.27M	0.2%	$44.25	+11.1%	COM	718546104
—	CBL ASSOC PPTYS INC COM	1,736,376	$33.72M	0.2%	$22.82	—	COM	124830100
SNPS	SYNOPSYS INC COM	773,859	$33.64M	0.2%	$35.09	+18.3%	COM	871607107
—	COACH INC COM	894,237	$33.59M	0.2%	$47.48	—	COM	189754104
ACGL	ARCH CAP GROUP LTD ORD	567,241	$33.52M	0.2%	$18.06	-0.1%	ORD	G0450A105
—	L BRANDS INC COM	386,655	$33.47M	0.1%	$66.98	—	COM	501797104
—	COMPUTER SCIENCES CORP COM	530,689	$33.46M	0.1%	$57.56	—	COM	205363104
AXS	AXIS CAPITAL HOLDINGS LTD SHS	646,572	$33.03M	0.1%	$32.50	+11.1%	SHS	G0692U109
COR	AMERISOURCEBERGEN CORP COM	363,599	$32.78M	0.1%	$49.61	+26.6%	COM	03073E105
—	MAXIM INTEGRATED PRODS INC COM	1,026,362	$32.71M	0.1%	$31.89	—	COM	57772K101
—	DCT INDUSTRIAL TRUST INC COM NEW ADDED	914,667	$32.62M	0.1%	$35.66	—	COM	233153204
EPR	EPR PPTYS COM SH BEN INT	561,961	$32.39M	0.1%	$52.05	—	INT	26884U109
UNP	UNION PAC CORP COM	269,802	$32.14M	0.1%	$72.10	+24.1%	COM	907818108
HD	HOME DEPOT INC COM	305,702	$32.09M	0.1%	$59.61	+25.5%	COM	437076102
EMN	EASTMAN CHEM CO COM	421,641	$31.99M	0.1%	$57.22	-2.8%	COM	277432100
—	NORDSTROM INC COM	401,149	$31.85M	0.1%	$57.33	—	COM	655664100
FDX	FEDEX CORP COM	182,251	$31.65M	0.1%	$115.95	+24.1%	COM	31428X106
CSX	CSX CORP COM	869,620	$31.51M	0.1%	$7.74	+27.1%	COM	126408103
MRSH	MARSH MCLENNAN COS INC COM	543,327	$31.1M	0.1%	$34.75	+30.1%	COM	571748102
—	WALGREENS BOOTS ALLIANCE INC COM ADDED	407,944	$31.09M	0.1%	$76.20	—	COM	931427108
NWL	NEWELL RUBBERMAID INC COM	813,491	$30.99M	0.1%	$15.93	+44.4%	COM	651229106
—	HARRIS CORP DEL COM	431,107	$30.96M	0.1%	$49.00	—	COM	413875105
TRV	TRAVELERS COMPANIES INC COM	290,242	$30.72M	0.1%	$60.33	+30.9%	COM	89417E109
FISV	FISERV INC COM	428,368	$30.4M	0.1%	$24.83	+37.9%	COM	337738108
BDX	BECTON DICKINSON CO COM	217,326	$30.24M	0.1%	$91.63	+17.7%	COM	075887109
MUR	MURPHY OIL CORP COM	598,496	$30.24M	0.1%	$38.46	-12.4%	COM	626717102
R	RYDER SYS INC COM	323,260	$30.02M	0.1%	$75.28	+18.5%	COM	783549108
APD	AIR PRODS CHEMS INC COM	207,468	$29.92M	0.1%	$80.13	+20.1%	COM	009158106
GNTX	GENTEX CORP COM	826,807	$29.87M	0.1%	$14.60	+13.8%	COM	371901109
—	BED BATH BEYOND INC COM	390,426	$29.74M	0.1%	$67.37	—	COM	075896100
—	PALL CORP COM	292,623	$29.62M	0.1%	$83.70	—	COM	696429307
LLY	LILLY ELI CO COM	426,522	$29.43M	0.1%	$42.30	+30.5%	COM	532457108
LYB	LYONDELLBASELL INDUSTRIES N SHS - A -	370,332	$29.4M	0.1%	$35.45	+34.8%	CLASS A	N53745100
FE	FIRSTENERGY CORP COM	750,811	$29.27M	0.1%	$21.75	+6.1%	COM	337932107
NSC	NORFOLK SOUTHERN CORP COM	266,031	$29.16M	0.1%	$72.17	+18.9%	COM	655844108
PPG	PPG INDS INC COM	125,455	$29M	0.1%	$77.67	+9.7%	COM	693506107
ITW	ILLINOIS TOOL WKS INC COM	305,388	$28.92M	0.1%	$48.13	+45.6%	COM	452308109
DIS	DISNEY WALT CO COM DISNEY	306,488	$28.87M	0.1%	$70.33	+15.6%	COM	254687106
—	BARD C R INC COM	172,824	$28.8M	0.1%	$147.72	—	COM	067383109
RL	RALPH LAUREN CORP CL A	155,424	$28.78M	0.1%	$128.17	+8.2%	CLASS A	751212101
EFX	EQUIFAX INC COM	352,601	$28.52M	0.1%	$62.47	+11.2%	COM	294429105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO CL A	539,879	$28.43M	0.1%	$41.72	+6.2%	CLASS A	192446102
CMCSA	COMCAST CORP NEW CL A	487,757	$28.3M	0.1%	$20.01	+6.3%	CLASS A	20030N101
CE	CELANESE CORP DEL COM SER A	470,317	$28.2M	0.1%	$43.14	+9.6%	COM	150870103
UPS	UNITED PARCEL SERVICE INC CL B	253,659	$28.2M	0.1%	$63.19	+12.2%	CLASS B	911312106
ECL	ECOLAB INC COM	269,566	$28.18M	0.1%	$80.01	+20.9%	COM	278865100
DHR	DANAHER CORP DEL COM	325,616	$27.91M	0.1%	$27.76	+18.6%	COM	235851102
MKC	MCCORMICK CO INC COM NON VTG	375,264	$27.88M	0.1%	$26.72	+8.3%	COM	579780206
NVDA	NVIDIA CORP COM	1,388,799	$27.84M	0.1%	$0.41	+14.3%	COM	67066G104
DVA	DAVITA HEALTHCARE PARTNERS I COM	366,976	$27.8M	0.1%	$66.91	+12.5%	COM	23918K108
—	TOTAL SYS SVCS INC COM	817,537	$27.76M	0.1%	$30.48	—	COM	891906109
HRL	HORMEL FOODS CORP COM	530,060	$27.62M	0.1%	$14.16	+43.3%	COM	440452100
PH	PARKER HANNIFIN CORP COM	213,752	$27.56M	0.1%	$78.55	+29.8%	COM	701094104
—	FOOT LOCKER INC COM	490,271	$27.54M	0.1%	$47.13	—	COM	344849104
—	CABLEVISION SYS CORP CL A NY CABLVS	1,333,810	$27.53M	0.1%	$17.51	—	CLASS A	12686C109
CAG	CONAGRA FOODS INC COM	757,824	$27.49M	0.1%	$16.21	+15.6%	COM	205887102
PAYX	PAYCHEX INC COM	592,787	$27.37M	0.1%	$29.47	+11.8%	COM	704326107
ADM	ARCHER DANIELS MIDLAND CO COM	525,005	$27.3M	0.1%	$29.61	+21.6%	COM	039483102
—	CIGNA CORPORATION COM	263,331	$27.1M	0.1%	$78.25	—	COM	125509109
FOSL	FOSSIL GROUP INC COM	243,761	$26.99M	0.1%	$112.06	-6.8%	COM	34988V106
—	TE CONNECTIVITY LTD REG SHS	426,483	$26.98M	0.1%	$60.05	—	SHS	H84989104
SRE	SEMPRA ENERGY COM	241,932	$26.94M	0.1%	$26.79	+43.6%	COM	816851109
WMB	WILLIAMS COS INC DEL COM	597,068	$26.83M	0.1%	$21.52	+26.2%	COM	969457100
BR	BROADRIDGE FINL SOLUTIONS IN COM	580,375	$26.8M	0.1%	$33.89	+5.9%	COM	11133T103
PCAR	PACCAR INC COM	393,057	$26.73M	0.1%	$26.66	+5.8%	COM	693718108
GLW	CORNING INC COM	1,164,346	$26.7M	0.1%	$9.71	+56.5%	COM	219350105
EXPD	EXPEDITORS INTL WASH INC COM	597,775	$26.67M	0.1%	$36.75	+1.1%	COM	302130109
—	KELLOGG CO COM	407,315	$26.66M	0.1%	$36.53	+11.3%	COM	487836108
AVY	AVERY DENNISON CORP COM	512,974	$26.61M	0.1%	$39.50	-2.7%	COM	053611109
OMC	OMNICOM GROUP INC COM	342,860	$26.56M	0.1%	$47.47	+5.9%	COM	681919106
—	MONSANTO CO NEW COM	221,136	$26.42M	0.1%	$114.21	—	COM	61166W101
—	UNITED TECHNOLOGIES CORP COM	228,639	$26.29M	0.1%	$95.75	—	COM	913017109
CCI	CROWN CASTLE INTL CORP NEW COM ADDED	333,455	$26.24M	0.1%	$50.35	0.0%	COM	22822V101
TROW	PRICE T ROWE GROUP INC COM	304,838	$26.17M	0.1%	$52.60	+2.1%	COM	74144T108
—	AETNA INC NEW COM	292,995	$26.03M	0.1%	$53.66	—	COM	00817Y108
FAST	FASTENAL CO COM	545,260	$25.93M	0.1%	$8.47	-1.5%	COM	311900104
HAS	HASBRO INC COM	468,864	$25.78M	0.1%	$35.94	+9.1%	COM	418056107
—	WINDSTREAM HLDGS INC COM	3,122,030	$25.73M	0.1%	$8.32	—	COM	97382A101
ETN	EATON CORP PLC SHS	376,839	$25.61M	0.1%	$45.32	+11.8%	SHS	G29183103
HOG	HARLEY DAVIDSON INC COM	388,422	$25.6M	0.1%	$66.15	-2.4%	COM	412822108
GWW	GRAINGER W W INC COM	100,277	$25.56M	0.1%	$205.99	-0.0%	COM	384802104
ALL	ALLSTATE CORP COM	362,656	$25.48M	0.1%	$41.97	+23.1%	COM	020002101
—	DR PEPPER SNAPPLE GROUP INC COM	354,798	$25.43M	0.1%	$51.12	—	COM	26138E109
SCCO	SOUTHERN COPPER CORP COM	897,900	$25.32M	0.1%	$18.86	+0.7%	COM	84265V105
—	XILINX INC COM	584,342	$25.3M	0.1%	$39.80	—	COM	983919101
MOS	MOSAIC CO NEW COM	553,644	$25.27M	0.1%	$38.58	-8.1%	COM	61945C103
GME	GAMESTOP CORP NEW CL A	746,183	$25.22M	0.1%	$6.98	+2.6%	CLASS A	36467W109
GAP	GAP INC DEL COM	597,893	$25.18M	0.1%	$27.16	-1.8%	COM	364760108
CMI	CUMMINS INC COM	174,592	$25.17M	0.1%	$90.93	+15.0%	COM	231021106
—	DST SYS INC DEL COM	266,031	$25.05M	0.1%	$93.94	—	COM	233326107
AJG	GALLAGHER ARTHUR J CO COM	531,591	$25.03M	0.1%	$30.04	+26.6%	COM	363576109
HP	HELMERICH PAYNE INC COM	371,126	$25.02M	0.1%	$97.69	-20.3%	COM	423452101
URBN	URBAN OUTFITTERS INC COM	710,739	$24.97M	0.1%	$35.13	-7.7%	COM	917047102
—	LINEAR TECHNOLOGY CORP COM	547,303	$24.96M	0.1%	$40.40	—	COM	535678106
—	DISCOVER FINL SVCS COM	380,218	$24.9M	0.1%	$46.55	—	COM	254709108
YUM	YUM BRANDS INC COM	340,856	$24.83M	0.1%	$39.92	+5.8%	COM	988498101
AME	AMETEK INC NEW COM	466,350	$24.54M	0.1%	$48.07	-2.0%	COM	031100100
EOG	EOG RES INC COM	265,796	$24.47M	0.1%	$71.43	-4.7%	COM	26875P101
MCHP	MICROCHIP TECHNOLOGY INC COM	540,154	$24.37M	0.1%	$17.85	-3.0%	COM	595017104
—	PRECISION CASTPARTS CORP COM	101,141	$24.36M	0.1%	$250.35	—	COM	740189105
—	LASALLE HOTEL PPTYS COM SH BEN INT	599,061	$24.24M	0.1%	$40.47	—	INT	517942108
INTU	INTUIT COM	261,291	$24.09M	0.1%	$65.62	+23.9%	COM	461202103
EMR	EMERSON ELEC CO COM	386,930	$23.89M	0.1%	$40.79	+13.8%	COM	291011104
DVN	DEVON ENERGY CORP NEW COM	389,326	$23.83M	0.1%	$42.45	-3.1%	COM	25179M103
—	COCA COLA ENTERPRISES INC NE COM	533,752	$23.6M	0.1%	$37.78	—	COM	19122T109
ROK	ROCKWELL AUTOMATION INC COM	211,710	$23.54M	0.1%	$71.97	+22.3%	COM	773903109
SLB	SCHLUMBERGER LTD COM	270,548	$23.11M	0.1%	$66.60	+1.1%	COM	806857108
KLAC	KLA-TENCOR CORP COM	323,063	$22.72M	0.1%	$44.44	+17.1%	COM	482480100
MDU	MDU RES GROUP INC COM	964,974	$22.68M	0.1%	$8.28	-17.4%	COM	552690109
—	HESS CORP COM	305,506	$22.55M	0.1%	$84.18	—	COM	42809H107
—	HERTZ GLOBAL HOLDINGS INC COM	903,713	$22.54M	0.1%	$26.64	—	COM	42805T105
BWA	BORGWARNER INC COM	408,101	$22.43M	0.1%	$43.31	-4.6%	COM	099724106
—	BIOMED REALTY TRUST INC COM	1,036,534	$22.33M	0.1%	$21.60	—	COM	09063H107
—	NATIONAL OILWELL VARCO INC COM	337,336	$22.11M	0.1%	$77.80	—	COM	637071101
AFL	AFLAC INC COM	360,404	$22.02M	0.1%	$23.93	-5.2%	COM	001055102
DOV	DOVER CORP COM	304,485	$21.84M	0.1%	$39.89	+27.4%	COM	260003108
—	BB T CORP COM	561,170	$21.82M	0.1%	$40.03	—	COM	054937107
MPC	MARATHON PETE CORP COM	240,019	$21.66M	0.1%	$27.16	+15.4%	COM	56585A102
IBM	INTERNATIONAL BUSINESS MACHS COM	134,803	$21.63M	0.1%	$117.00	-14.1%	COM	459200101
VLO	VALERO ENERGY CORP NEW COM	434,820	$21.52M	0.1%	$25.32	+24.4%	COM	91913Y100
RSG	REPUBLIC SVCS INC COM	532,272	$21.42M	0.1%	$25.76	+24.2%	COM	760759100
SHW	SHERWIN WILLIAMS CO COM	80,054	$21.06M	0.1%	$49.63	+43.0%	COM	824348106
OII	OCEANEERING INTL INC COM	354,918	$20.87M	0.1%	$72.89	-11.9%	COM	675232102
PRGO	PERRIGO CO PLC SHS	124,237	$20.77M	0.1%	$151.56	+3.2%	SHS	G97822103
PTEN	PATTERSON UTI ENERGY INC COM	1,237,169	$20.52M	0.1%	$26.10	-19.2%	COM	703481101
—	MEAD JOHNSON NUTRITION CO COM	201,789	$20.29M	0.1%	$84.61	—	COM	582839106
AZO	AUTOZONE INC COM	32,522	$20.14M	0.1%	$528.89	+6.6%	COM	053332102
RYN	RAYONIER INC COM	720,441	$20.13M	0.1%	$40.74	—	COM	754907103
ORLY	O REILLY AUTOMOTIVE INC NEW COM	103,570	$19.95M	0.1%	$6.76	+73.4%	COM	67103H107
DG	DOLLAR GEN CORP NEW COM	281,574	$19.91M	0.1%	$45.73	+23.8%	COM	256677105
—	BAKER HUGHES INC COM	353,813	$19.84M	0.1%	$56.07	—	COM	057224107
—	DENBURY RES INC COM NEW	2,388,807	$19.42M	0.1%	$13.46	—	COM	247916208
FCX	FREEPORT-MCMORAN INC CL B	827,469	$19.33M	0.1%	$26.88	-9.7%	CLASS B	35671D857
IP	INTL PAPER CO COM	354,689	$19M	0.1%	$24.56	+24.9%	COM	460146103
HLF	HERBALIFE LTD COM USD SHS	484,301	$18.26M	0.1%	$29.60	-27.7%	SHS	G4412G101
HUM	HUMANA INC COM	124,723	$17.91M	0.1%	$82.00	+52.5%	COM	444859102
—	SANDISK CORP COM	180,118	$17.65M	0.1%	$82.78	—	COM	80004C101
DGX	QUEST DIAGNOSTICS INC COM	261,096	$17.51M	0.1%	$46.18	+9.4%	COM	74834L100
HAL	HALLIBURTON CO COM	444,904	$17.5M	0.1%	$33.59	+16.9%	COM	406216101
—	NOBLE ENERGY INC COM	363,716	$17.25M	0.1%	$71.20	—	COM	655044105
—	SOUTHWESTERN ENERGY CO COM	599,543	$16.36M	0.1%	$45.28	—	COM	845467109
HIG	HARTFORD FINL SVCS GROUP INC COM	364,867	$15.21M	0.1%	$27.65	+13.1%	COM	416515104
GS	GOLDMAN SACHS GROUP INC COM	76,377	$14.8M	0.1%	$118.98	+26.8%	COM	38141G104
MTB	M T BK CORP COM	115,924	$14.56M	0.1%	$88.39	+1.9%	COM	55261F104
DLTR	DOLLAR TREE INC COM	205,253	$14.45M	0.1%	$49.14	+28.3%	COM	256746108
FITB	FIFTH THIRD BANCORP COM	707,209	$14.41M	0.1%	$11.13	+21.9%	COM	316773100
EG	EVEREST RE GROUP LTD COM	83,586	$14.23M	0.1%	$101.75	+31.0%	COM	G3223R108
—	SYMANTEC CORP COM	553,245	$14.19M	0.1%	$24.47	—	COM	871503108
IVZ	INVESCO LTD SHS	354,063	$13.99M	0.1%	$21.06	+15.0%	SHS	G491BT108
—	SCANA CORP NEW COM	224,965	$13.59M	0.1%	$50.56	—	COM	80589M102
—	XEROX CORP COM	975,718	$13.52M	0.1%	$9.09	—	COM	984121103
EW	EDWARDS LIFESCIENCES CORP COM	104,878	$13.36M	0.1%	$13.63	+47.4%	COM	28176E108
—	NORTHEAST UTILS COM	249,404	$13.35M	0.1%	$42.84	—	COM	664397106
NI	NISOURCE INC COM	307,861	$13.06M	0.1%	$8.69	+32.1%	COM	65473P105
—	SPECTRA ENERGY CORP COM	351,159	$12.75M	0.1%	$32.01	—	COM	847560109
—	VIACOM INC NEW CL B	167,354	$12.59M	0.1%	$74.52	—	CLASS B	92553P201
CTRA	CABOT OIL GAS CORP COM	415,548	$12.3M	0.1%	$25.88	-11.9%	COM	127097103
WHR	WHIRLPOOL CORP COM	63,112	$12.23M	0.1%	$145.30	+18.2%	COM	963320106
PFG	PRINCIPAL FINL GROUP INC COM	235,305	$12.22M	0.1%	$21.61	+59.7%	COM	74251V102
LNC	LINCOLN NATL CORP IND COM	210,861	$12.16M	0.1%	$21.40	+71.0%	COM	534187109
—	WISCONSIN ENERGY CORP COM	226,383	$11.94M	0.1%	$43.18	—	COM	976657106
SWK	STANLEY BLACK DECKER INC COM	123,764	$11.89M	0.1%	$62.94	+10.4%	COM	854502101
HSIC	SCHEIN HENRY INC COM	84,672	$11.53M	0.1%	$42.59	+16.8%	COM	806407102
VWO	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	282,950	$11.31M	0.1%	$40.43	—	ETF	922042858
BF/B	BROWN FORMAN CORP CL B	127,663	$11.21M	0.1%	$24.50	+21.7%	CLASS B	115637209
—	BUNGE LIMITED COM	120,176	$10.93M	0.0%	$76.13	—	COM	G16962105
—	STERICYCLE INC COM	80,708	$10.58M	0.0%	$113.95	—	COM	858912108
—	PARTNERRE LTD COM	91,991	$10.5M	0.0%	$91.98	—	COM	G6852T105
MAT	MATTEL INC COM	336,341	$10.41M	0.0%	$41.86	-26.5%	COM	577081102
—	ANNALY CAP MGMT INC COM	945,520	$10.22M	0.0%	$11.40	—	COM	035710409
RCL	ROYAL CARIBBEAN CRUISES LTD COM	122,387	$10.09M	0.0%	$33.76	+81.6%	COM	V7780T103
AWK	AMERICAN WTR WKS CO INC NEW COM	178,697	$9.525M	0.0%	$34.39	+20.9%	COM	030420103
—	STAPLES INC COM	521,167	$9.444M	0.0%	$11.44	—	COM	855030102
NEM	NEWMONT MINING CORP COM	497,026	$9.394M	0.0%	$15.71	0.0%	COM	651639106
CMS	CMS ENERGY CORP COM	263,523	$9.157M	0.0%	$19.23	+21.8%	COM	125896100
AMP	AMERIPRISE FINL INC COM	66,533	$8.799M	0.0%	$87.87	+13.9%	COM	03076C106
—	PEOPLES UNITED FINANCIAL INC COM	561,924	$8.53M	0.0%	$14.22	—	COM	712704105
BBY	BEST BUY INC COM	216,785	$8.45M	0.0%	$18.08	+29.6%	COM	086516101
IFF	INTERNATIONAL FLAVORS FRAGRA COM	80,977	$8.208M	0.0%	$55.61	+36.2%	COM	459506101
TAP	MOLSON COORS BREWING CO CL B	107,078	$7.979M	0.0%	$34.98	+61.7%	CLASS B	60871R209
—	AMERICAN CAPITAL AGENCY CORP COM	355,547	$7.762M	0.0%	$23.34	—	COM	02503X105
—	XL GROUP PLC SHS	225,461	$7.749M	0.0%	$30.56	—	SHS	G98290102
CTAS	CINTAS CORP COM	98,759	$7.747M	0.0%	$11.95	+33.9%	COM	172908105
JBHT	HUNT J B TRANS SVCS INC COM	91,908	$7.743M	0.0%	$66.54	+7.6%	COM	445658107
—	ALLEGHANY CORP DEL COM	16,434	$7.617M	0.0%	$409.24	—	COM	017175100
LKQ	LKQ CORP COM	269,989	$7.592M	0.0%	$25.20	-0.5%	COM	501889208
—	IHS INC CL A	66,160	$7.534M	0.0%	$135.32	—	CLASS A	451734107
—	ASHLAND INC NEW COM	61,652	$7.383M	0.0%	$100.24	—	COM	044209104
UNM	UNUM GROUP COM	210,152	$7.33M	0.0%	$25.62	+31.8%	COM	91529Y106
CINF	CINCINNATI FINL CORP COM	141,056	$7.311M	0.0%	$30.75	+18.5%	COM	172062101
AES	AES CORP COM	529,885	$7.297M	0.0%	$9.31	-2.4%	COM	00130H105
LNT	ALLIANT ENERGY CORP COM	109,612	$7.28M	0.0%	$18.23	+19.2%	COM	018802108
RNR	RENAISSANCERE HOLDINGS LTD COM	72,153	$7.015M	0.0%	$89.25	+11.4%	COM	G7496G103
HBAN	HUNTINGTON BANCSHARES INC COM	661,825	$6.962M	0.0%	$4.57	+40.9%	COM	446150104
HYG	ISHARES IBOXX HI YD ETF	77,012	$6.9M	0.0%	$94.17	—	ETF	464288513
—	ENERGIZER HLDGS INC COM	49,389	$6.349M	0.0%	$102.41	—	COM	29266R108
—	AIRGAS INC COM	54,575	$6.286M	0.0%	$106.77	—	COM	009363102
—	HOLLYFRONTIER CORP COM	159,345	$5.972M	0.0%	$46.23	—	COM	436106108
—	THE ADT CORPORATION COM	160,889	$5.829M	0.0%	$30.39	—	COM	00101J106
—	GANNETT INC COM	182,454	$5.826M	0.0%	$26.72	—	COM	364730101
—	ENSCO PLC SHS CLASS A	186,209	$5.577M	0.0%	$56.80	—	CLASS A	G3157S106
—	NEW YORK CMNTY BANCORP INC COM	337,044	$5.393M	0.0%	$14.55	—	COM	649445103
PHM	PULTE GROUP INC COM	250,447	$5.375M	0.0%	$15.34	+12.9%	COM	745867101
ROP	ROPER INDS INC NEW COM	34,369	$5.374M	0.0%	$126.90	+13.0%	COM	776696106
WRB	BERKLEY W R CORP COM	103,531	$5.307M	0.0%	$9.31	+25.2%	COM	084423102
EEM	ISHARES TR MSCI EMG MKT ETF	128,473	$5.048M	0.0%	$42.77	—	ETF	464287234
EMB	ISHARES JP MOR EM MK ETF	43,799	$4.805M	0.0%	$116.03	—	ETF	464288281
—	MARVELL TECHNOLOGY GROUP LTD ORD	324,864	$4.711M	0.0%	$11.32	—	ORD	G5876H105
AVT	AVNET INC COM	109,456	$4.709M	0.0%	$33.29	-0.3%	COM	053807103
—	PATTERSON COMPANIES INC COM	83,750	$4.028M	0.0%	$38.39	—	COM	703395103
PRU	PRUDENTIAL FINL INC COM	44,216	$4M	0.0%	$54.93	-3.2%	COM	744320102
AIZ	ASSURANT INC COM	57,982	$3.968M	0.0%	$33.44	+59.6%	COM	04621X108
SLM	SLM CORP COM	347,765	$3.544M	0.0%	$6.86	+39.3%	COM	78442P106
—	NOBLE CORP PLC SHS USD	201,142	$3.333M	0.0%	$36.46	—	USD	G65431101
—	AVON PRODS INC COM	349,475	$3.282M	0.0%	$9.39	—	COM	054303102
JBL	JABIL CIRCUIT INC COM	148,291	$3.237M	0.0%	$17.39	+6.3%	COM	466313103
—	ROWAN COMPANIES PLC SHS CL A	101,364	$2.364M	0.0%	$31.60	—	CLASS A	G7665A101
—	HALYARD HEALTH INC COM ADDED	46,862	$2.131M	0.0%	$45.47	—	COM	40650V100
—	CALIFORNIA RES CORP COM ADDED	367,802	$2.027M	0.0%	$5.51	—	COM	13057Q107
—	DIAMOND OFFSHORE DRILLING IN COM	54,766	$2.01M	0.0%	$66.69	—	COM	25271C102
NUS	NU SKIN ENTERPRISES INC CL A	42,047	$1.837M	0.0%	$36.50	-15.9%	CLASS A	67018T105