Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	2,960,398	$131M	2.6%	$37.66	+4.3%	COM	594918104
GILD	GILEAD SCIENCES INC	970,503	$114M	2.3%	$68.03	+11.7%	COM	375558103
UNH	UNITEDHEALTH GROUP INC	912,784	$111M	2.2%	$70.34	+41.6%	COM	91324P102
AAPL	APPLE INC	876,647	$110M	2.2%	$21.63	+32.0%	COM	037833100
JPM	JPMORGAN CHASE & CO	1,603,758	$109M	2.2%	$43.13	+13.9%	COM	46625H100
WFC	WELLS FARGO & CO NEW	1,884,293	$106M	2.1%	$37.41	+10.6%	COM	949746101
PFE	PFIZER INC	2,969,754	$99.58M	2.0%	$17.45	+19.1%	COM	717081103
WMT	WAL-MART STORES INC	1,256,611	$89.13M	1.8%	$20.31	+2.8%	COM	931142103
C	CITIGROUP INC	1,468,619	$81.13M	1.6%	$37.61	+7.8%	COM NEW	172967424
USB	US BANCORP DEL	1,820,033	$78.99M	1.6%	$28.45	+5.1%	COM NEW	902973304
CVX	CHEVRON CORP NEW	774,439	$74.71M	1.5%	$76.62	-13.3%	COM	166764100
TGT	TARGET CORP	912,263	$74.47M	1.5%	$43.23	+36.6%	COM	87612E106
LEN	LENNAR CORP	1,372,906	$70.07M	1.4%	$33.61	+24.2%	CL A	526057104
PEP	PEPSICO INC	735,734	$68.67M	1.4%	$64.88	+6.8%	COM	713448108
JNJ	JOHNSON & JOHNSON	661,666	$64.49M	1.3%	$75.30	-1.1%	COM	478160104
MET	METLIFE INC	1,124,376	$62.95M	1.3%	$33.28	-0.5%	COM	59156R108
BAC	BANK AMER CORP	3,696,163	$62.91M	1.3%	$12.57	+4.5%	COM	060505104
—	GOOGLE INC	120,604	$62.78M	1.3%	$566.43	—	CL C	38259P706
ORCL	ORACLE CORP	1,458,688	$58.78M	1.2%	$34.32	+7.8%	COM	68389X105
INTC	INTEL CORP	1,881,862	$57.24M	1.1%	$25.75	-2.5%	COM	458140100
—	APACHE CORP	988,455	$56.97M	1.1%	$87.26	—	COM	037411105
PM	PHILIP MORRIS INTL INC	671,378	$53.82M	1.1%	$47.91	+0.8%	COM	718172109
VWO	VANGUARD INTL EQUITY INDEX F	1,297,000	$53.02M	1.1%	$40.87	—	FTSE EMR MKT ETF	922042858
BK	BANK NEW YORK MELLON CORP	1,254,073	$52.63M	1.1%	$29.42	+11.1%	COM	064058100
DVN	DEVON ENERGY CORP NEW	861,064	$51.23M	1.0%	$48.58	-8.9%	COM	25179M103
MTH	MERITAGE HOMES CORP	1,078,832	$50.8M	1.0%	$19.51	+15.8%	COM	59001A102
—	GOOGLE INC	91,472	$49.4M	1.0%	$587.09	—	CL A	38259P508
—	GENERAL ELECTRIC CO	1,855,688	$49.31M	1.0%	$25.62	—	COM	369604103
IBM	INTERNATIONAL BUSINESS MACHS	299,350	$48.69M	1.0%	$114.33	-9.9%	COM	459200101
AIG	AMERICAN INTL GROUP INC	781,150	$48.29M	1.0%	$41.26	+10.3%	COM NEW	026874784
MCD	MCDONALDS CORP	494,040	$46.97M	0.9%	$71.52	+3.7%	COM	580135101
—	CHESAPEAKE ENERGY CORP	4,017,887	$44.88M	0.9%	$17.96	—	COM	165167107
XOM	EXXON MOBIL CORP	529,165	$44.03M	0.9%	$61.50	-11.7%	COM	30231G102
PG	PROCTER & GAMBLE CO	561,863	$43.96M	0.9%	$59.73	+0.4%	COM	742718109
CSCO	CISCO SYS INC	1,577,278	$43.31M	0.9%	$17.70	+16.6%	COM	17275R102
BP	BP PLC	1,078,258	$43.09M	0.9%	$43.53	—	SPONSORED ADR	055622104
TOL	TOLL BROTHERS INC	1,121,389	$42.83M	0.9%	$34.06	+9.9%	COM	889478103
—	MARATHON OIL CORP	1,613,540	$42.82M	0.9%	$28.27	—	COM	565849106
MDT	MEDTRONIC PLC	574,431	$42.56M	0.9%	$53.09	+10.8%	SHS	G5960L103
UNP	UNION PAC CORP	445,610	$42.5M	0.9%	$80.84	+1.4%	COM	907818108
EBAY	EBAY INC	697,000	$41.99M	0.8%	$19.81	+12.1%	COM	278642103
CNC	CENTENE CORP DEL	520,286	$41.83M	0.8%	$23.25	+54.5%	COM	15135B101
—	AETNA INC NEW	323,887	$41.28M	0.8%	$82.24	—	COM	00817Y108
ELV	ANTHEM INC	244,998	$40.21M	0.8%	$105.54	+30.3%	COM	036752103
BRK/B	BERKSHIRE HATHAWAY INC DEL	290,877	$39.59M	0.8%	$139.92	+1.9%	CL B NEW	084670702
—	BB&T CORP	962,562	$38.8M	0.8%	$37.21	—	COM	054937107
VZ	VERIZON COMMUNICATIONS INC	814,212	$37.95M	0.8%	$27.79	+1.9%	COM	92343V104
QCOM	QUALCOMM INC	587,685	$36.81M	0.7%	$52.64	-4.4%	COM	747525103
COF	CAPITAL ONE FINL CORP	417,245	$36.7M	0.7%	$66.59	+4.0%	COM	14040H105
TXN	TEXAS INSTRS INC	691,750	$35.63M	0.7%	$35.14	+17.4%	COM	882508104
GS	GOLDMAN SACHS GROUP INC	163,430	$34.12M	0.7%	$140.58	+17.1%	COM	38141G104
—	TWENTY FIRST CENTY FOX INC	1,037,387	$33.76M	0.7%	$33.57	—	CL A	90130A101
T	AT&T INC	919,686	$32.67M	0.7%	$11.90	+2.6%	COM	00206R102
SLB	SCHLUMBERGER LTD	374,848	$32.31M	0.6%	$79.49	-16.0%	COM	806857108
LLY	LILLY ELI & CO	354,676	$29.61M	0.6%	$51.38	+23.0%	COM	532457108
BAX	BAXTER INTL INC	417,829	$29.22M	0.6%	$32.71	-3.8%	COM	071813109
KBH	KB HOME	1,701,299	$28.24M	0.6%	$15.01	-10.1%	COM	48666K109
HAL	HALLIBURTON CO	645,156	$27.79M	0.6%	$35.85	+4.7%	COM	406216101
COP	CONOCOPHILLIPS	432,427	$26.55M	0.5%	$56.68	-18.2%	COM	20825C104
—	VIACOM INC NEW	406,872	$26.3M	0.5%	$71.94	—	CL B	92553P201
UPS	UNITED PARCEL SERVICE INC	270,369	$26.2M	0.5%	$67.87	-0.2%	CL B	911312106
—	DU PONT E I DE NEMOURS & CO	396,175	$25.34M	0.5%	$71.76	—	COM	263534109
—	E M C CORP MASS	933,080	$24.62M	0.5%	$29.20	—	COM	268648102
SYY	SYSCO CORP	672,692	$24.28M	0.5%	$27.57	+2.6%	COM	871829107
EXC	EXELON CORP	756,020	$23.75M	0.5%	$15.64	+5.1%	COM	30161N101
—	STAPLES INC	1,524,773	$23.34M	0.5%	$12.10	—	COM	855030102
NVR	NVR INC	17,018	$22.8M	0.5%	$1144.58	+17.9%	COM	62944T105
MAS	MASCO CORP	840,567	$22.42M	0.5%	$16.70	+21.1%	COM	574599106
KO	COCA COLA CO	544,560	$21.36M	0.4%	$28.93	+0.4%	COM	191216100
DE	DEERE & CO	213,770	$20.75M	0.4%	$70.05	+7.6%	COM	244199105
KSS	KOHLS CORP	328,425	$20.56M	0.4%	$56.59	+22.7%	COM	500255104
MS	MORGAN STANLEY	510,776	$19.81M	0.4%	$24.62	+15.3%	COM NEW	617446448
—	OASIS PETE INC NEW	1,204,764	$19.1M	0.4%	$21.58	—	COM	674215108
—	SUNCOR ENERGY INC NEW	676,445	$18.62M	0.4%	$33.69	—	COM	B3NB0P5
RS	RELIANCE STEEL & ALUMINUM CO	298,260	$18.04M	0.4%	$69.43	-8.9%	COM	759509102
—	COACH INC	515,239	$17.83M	0.4%	$35.61	—	COM	189754104
CSX	CSX CORP	537,749	$17.56M	0.4%	$8.62	+14.0%	COM	126408103
WU	WESTERN UN CO	851,364	$17.31M	0.3%	$16.04	—	COM	959802109
—	DISCOVERY COMMUNICATNS NEW	532,980	$16.57M	0.3%	$30.34	—	COM SER C	25470F302
LYB	LYONDELLBASELL INDUSTRIES N	155,818	$16.13M	0.3%	$58.50	-4.0%	SHS - A -	N53745100
—	NATIONAL OILWELL VARCO INC	326,875	$15.78M	0.3%	$51.33	—	COM	637071101
LNC	LINCOLN NATL CORP IND	257,427	$15.24M	0.3%	$35.63	+11.3%	COM	534187109
NUE	NUCOR CORP	313,389	$13.81M	0.3%	$40.02	-7.0%	COM	670346105
—	ENSCO PLC	585,666	$13.04M	0.3%	$41.01	—	SHS CLASS A	G3157S106
LOW	LOWES COS INC	189,225	$12.67M	0.3%	$41.20	+42.7%	COM	548661107
MRK	MERCK & CO INC NEW	216,395	$12.32M	0.2%	$39.37	+2.2%	COM	58933Y105
—	PRICELINE GRP INC	10,610	$12.22M	0.2%	$1150.19	—	COM NEW	741503403
V	VISA INC	180,300	$12.11M	0.2%	$58.54	+7.5%	COM CL A	92826C839
AMCX	AMC NETWORKS INC	146,300	$11.97M	0.2%	$61.55	+26.4%	CL A	00164V103
MMM	3M CO	77,580	$11.97M	0.2%	$83.50	+13.6%	COM	88579Y101
DAL	DELTA AIR LINES INC DEL	287,100	$11.79M	0.2%	$39.48	-2.8%	COM NEW	247361702
—	UNITED TECHNOLOGIES CORP	100,250	$11.12M	0.2%	$105.76	—	COM	913017109
—	JACOBS ENGR GROUP INC DEL	269,832	$10.96M	0.2%	$46.11	—	COM	469814107
PAYX	PAYCHEX INC	228,208	$10.7M	0.2%	$29.74	+19.1%	COM	704326107
—	DISCOVERY COMMUNICATNS NEW	317,560	$10.56M	0.2%	$33.71	—	COM SER A	25470F104
AMGN	AMGEN INC	68,100	$10.46M	0.2%	$103.06	+14.1%	COM	031162100
PPL	PPL CORP	335,810	$9.896M	0.2%	$18.85	+3.0%	COM	69351T106
CVS	CVS HEALTH CORP	91,700	$9.617M	0.2%	$57.47	+30.9%	COM	126650100
—	HESS CORP	142,394	$9.523M	0.2%	$92.26	—	COM	42809H107
CMCSA	COMCAST CORP NEW	157,400	$9.466M	0.2%	$21.17	+8.5%	CL A	20030N101
MDLZ	MONDELEZ INTL INC	225,398	$9.273M	0.2%	$28.32	+8.9%	CL A	609207105
HUM	HUMANA INC	46,900	$8.971M	0.2%	$119.16	+43.4%	COM	444859102
RGA	REINSURANCE GROUP AMER INC	92,400	$8.766M	0.2%	$81.88	+14.9%	COM NEW	759351604
—	CARBO CERAMICS INC	208,102	$8.663M	0.2%	$56.47	—	COM	140781105
EMR	EMERSON ELEC CO	156,025	$8.648M	0.2%	$46.66	-5.2%	COM	291011104
HMC	HONDA MOTOR LTD	266,408	$8.632M	0.2%	$33.93	—	AMERN SHS	438128308
PB	PROSPERITY BANCSHARES INC	147,284	$8.504M	0.2%	$40.86	-1.2%	COM	743606105
—	CIMAREX ENERGY CO	76,944	$8.488M	0.2%	$116.97	—	COM	171798101
BSX	BOSTON SCIENTIFIC CORP	461,372	$8.166M	0.2%	$12.59	+41.9%	COM	101137107
HON	HONEYWELL INTL INC	78,700	$8.025M	0.2%	$67.11	+11.4%	COM	438516106
—	TIME WARNER INC	91,500	$7.998M	0.2%	$75.21	—	COM NEW	887317303
—	AGRIUM INC	73,797	$7.819M	0.2%	$89.17	—	COM	008916108
—	INTERCEPT PHARMACEUTICALS IN	32,200	$7.772M	0.2%	$156.00	—	COM	45845P108
—	HOLLYFRONTIER CORP	181,000	$7.727M	0.2%	$41.62	—	COM	436106108
DKS	DICKS SPORTING GOODS INC	149,099	$7.719M	0.2%	$33.54	+23.7%	COM	253393102
F	FORD MTR CO DEL	505,910	$7.594M	0.2%	$9.38	-6.7%	COM PAR $0.01	345370860
—	LINEAR TECHNOLOGY CORP	171,641	$7.592M	0.2%	$44.39	—	COM	535678106
—	NOBLE ENERGY INC	176,800	$7.546M	0.2%	$59.56	—	COM	655044105
ANDE	ANDERSONS INC	187,800	$7.324M	0.1%	$37.44	-9.3%	COM	034164103
—	HEALTH NET INC	112,800	$7.233M	0.1%	$46.11	—	COM	42222G108
—	WADDELL & REED FINL INC	152,500	$7.215M	0.1%	$50.61	—	CL A	930059100
PNC	PNC FINL SVCS GROUP INC	71,840	$6.871M	0.1%	$59.84	+13.1%	COM	693475105
BRK/A	BERKSHIRE HATHAWAY INC DEL	33	$6.76M	0.1%	$199815.62	+7.4%	CL A	084670108
ACM	AECOM	200,700	$6.639M	0.1%	$31.94	-0.6%	COM	00766T100
AMT	AMERICAN TOWER CORP NEW	70,900	$6.614M	0.1%	$72.53	+0.6%	COM	03027X100
—	HEARTLAND PMT SYS INC	120,600	$6.518M	0.1%	$47.74	—	COM	42235N108
—	ACE LTD	63,200	$6.426M	0.1%	$104.87	—	SHS	H0023R105
GPN	GLOBAL PMTS INC	60,600	$6.269M	0.1%	$33.95	+43.5%	COM	37940X102
EXPE	EXPEDIA INC DEL	56,800	$6.211M	0.1%	$78.79	+24.1%	COM NEW	30212P303
—	ACHILLION PHARMACEUTICALS IN	690,300	$6.116M	0.1%	$10.57	—	COM	00448Q201
BIIB	BIOGEN INC	15,050	$6.079M	0.1%	$332.96	+20.5%	COM	09062X103
GD	GENERAL DYNAMICS CORP	41,655	$5.902M	0.1%	$95.05	+16.0%	COM	369550108
CCI	CROWN CASTLE INTL CORP NEW	73,500	$5.902M	0.1%	$50.62	+5.7%	COM	22822V101
—	WALGREENS BOOTS ALLIANCE INC	69,350	$5.856M	0.1%	$76.20	—	COM	931427108
—	VERIFONE SYS INC	166,400	$5.651M	0.1%	$34.38	—	COM	92342Y109
IBOC	INTERNATIONAL BANCSHARES COR	210,123	$5.646M	0.1%	$19.42	+3.9%	COM	459044103
MA	MASTERCARD INC	60,136	$5.622M	0.1%	$78.50	+9.7%	CL A	57636Q104
—	CREE INC	212,400	$5.529M	0.1%	$38.40	—	COM	225447101
AFL	AFLAC INC	88,700	$5.517M	0.1%	$23.24	+6.0%	COM	001055102
—	WHITING PETE CORP NEW	163,896	$5.507M	0.1%	$32.89	—	COM	966387102
URBN	URBAN OUTFITTERS INC	156,819	$5.489M	0.1%	$36.35	+6.4%	COM	917047102
THO	THOR INDS INC	97,340	$5.478M	0.1%	$43.34	+13.2%	COM	885160101
BEN	FRANKLIN RES INC	110,800	$5.433M	0.1%	$33.43	-6.4%	COM	354613101
—	CST BRANDS INC	138,400	$5.406M	0.1%	$35.95	—	COM	12646R105
—	WELLCARE HEALTH PLANS INC	62,900	$5.336M	0.1%	$60.34	—	COM	94946T106
BA	BOEING CO	38,400	$5.327M	0.1%	$109.27	+17.9%	COM	097023105
FICO	FAIR ISAAC CORP	58,500	$5.311M	0.1%	$59.22	+51.3%	COM	303250104
AEO	AMERICAN EAGLE OUTFITTERS NE	307,900	$5.302M	0.1%	$8.93	+40.2%	COM	02553E106
STLD	STEEL DYNAMICS INC	252,900	$5.239M	0.1%	$17.05	+0.6%	COM	858119100
—	CONTINENTAL RESOURCES INC	121,900	$5.167M	0.1%	$47.23	—	COM	212015101
ADP	AUTOMATIC DATA PROCESSING IN	64,190	$5.15M	0.1%	$56.27	+20.1%	COM	053015103
—	RAYTHEON CO	53,690	$5.137M	0.1%	$101.62	—	COM NEW	755111507
ANF	ABERCROMBIE & FITCH CO	237,800	$5.115M	0.1%	$28.55	-38.2%	CL A	002896207
UTHR	UNITED THERAPEUTICS CORP DEL	28,800	$5.01M	0.1%	$103.09	+74.5%	COM	91307C102
PRU	PRUDENTIAL FINL INC	56,100	$4.91M	0.1%	$54.95	-3.1%	COM	744320102
ETN	EATON CORP PLC	72,500	$4.893M	0.1%	$53.59	+2.9%	SHS	G29183103
UNM	UNUM GROUP	134,100	$4.794M	0.1%	$35.15	-0.5%	COM	91529Y106
TTEK	TETRA TECH INC NEW	186,600	$4.784M	0.1%	$5.18	-1.0%	COM	88162G103
EW	EDWARDS LIFESCIENCES CORP	33,400	$4.757M	0.1%	$15.78	+43.0%	COM	28176E108
—	FLOTEK INDS INC DEL	376,000	$4.711M	0.1%	$17.56	—	COM	343389102
—	CIGNA CORPORATION	29,000	$4.698M	0.1%	$91.34	—	COM	125509109
—	FRANCESCAS HLDGS CORP	348,700	$4.697M	0.1%	$14.07	—	COM	351793104
—	ROVI CORP	294,200	$4.692M	0.1%	$18.99	—	COM	779376102
—	GREENHILL & CO INC	110,400	$4.563M	0.1%	$46.10	—	COM	395259104
UVV	UNIVERSAL CORP VA	79,200	$4.54M	0.1%	$49.51	+2.2%	COM	913456109
—	ATWOOD OCEANICS INC	171,000	$4.521M	0.1%	$39.33	—	COM	050095108
VLY	VALLEY NATL BANCORP	437,000	$4.505M	0.1%	$9.83	-0.9%	COM	919794107
WGO	WINNEBAGO INDS INC	190,800	$4.501M	0.1%	$22.95	-7.2%	COM	974637100
—	SPARTANNASH CO	136,200	$4.432M	0.1%	$19.72	—	COM	847215100
GPI	GROUP 1 AUTOMOTIVE INC	48,500	$4.405M	0.1%	$80.28	+6.5%	COM	398905109
—	FIRST MIDWEST BANCORP DEL	231,769	$4.397M	0.1%	$16.09	—	COM	320867104
PVH	PVH CORP	38,100	$4.389M	0.1%	$108.37	-1.4%	COM	693656100
—	BARD C R INC	25,200	$4.302M	0.1%	$142.70	—	COM	067383109
YUM	YUM BRANDS INC	47,100	$4.243M	0.1%	$43.65	+19.1%	COM	988498101
ABT	ABBOTT LABS	86,100	$4.226M	0.1%	$36.81	+6.9%	COM	002824100
—	GUESS INC	219,600	$4.21M	0.1%	$21.73	—	COM	401617105
—	MANTECH INTL CORP	144,850	$4.201M	0.1%	$27.07	—	CL A	564563104
—	CEMPRA INC	119,100	$4.092M	0.1%	$10.96	—	COM	15130J109
SWK	STANLEY BLACK & DECKER INC	38,700	$4.073M	0.1%	$66.98	+15.9%	COM	854502101
CRUS	CIRRUS LOGIC INC	118,400	$4.029M	0.1%	$23.17	+52.1%	COM	172755100
NPK	NATIONAL PRESTO INDS INC	50,100	$4.024M	0.1%	$66.40	+3.2%	COM	637215104
—	MICHAEL KORS HLDGS LTD	95,558	$4.022M	0.1%	$53.55	—	SHS	G60754101
—	SEATTLE GENETICS INC	82,760	$4.006M	0.1%	$35.54	—	COM	812578102
—	BLACKSTONE GROUP L P	98,000	$4.005M	0.1%	$31.48	—	COM UNIT LTD	09253U108
—	SEAGATE TECHNOLOGY PLC	83,200	$3.952M	0.1%	$60.09	—	SHS	G7945M107
EMN	EASTMAN CHEM CO	48,000	$3.927M	0.1%	$55.35	-0.9%	COM	277432100
ZTS	ZOETIS INC	81,386	$3.924M	0.1%	$31.32	+40.4%	CL A	98978V103
TEX	TEREX CORP NEW	168,500	$3.918M	0.1%	$26.10	+1.1%	COM	880779103
—	MOMENTA PHARMACEUTICALS INC	170,879	$3.898M	0.1%	$11.34	—	COM	60877T100
PH	PARKER HANNIFIN CORP	33,300	$3.874M	0.1%	$97.48	+4.1%	COM	701094104
—	TCF FINL CORP	232,200	$3.857M	0.1%	$15.53	—	COM	872275102
BFH	ALLIANCE DATA SYSTEMS CORP	13,011	$3.798M	0.1%	$194.62	+6.1%	COM	018581108
INGR	INGREDION INC	47,500	$3.791M	0.1%	$77.73	+3.4%	COM	457187102
NSC	NORFOLK SOUTHERN CORP	43,400	$3.791M	0.1%	$82.62	-6.3%	COM	655844108
ARW	ARROW ELECTRS INC	67,600	$3.772M	0.1%	$60.13	+1.1%	COM	042735100
REX	REX AMERICAN RESOURCES CORP	59,159	$3.765M	0.1%	$10.54	0.0%	COM	761624105
BKE	BUCKLE INC	81,800	$3.744M	0.1%	$14.76	+6.4%	COM	118440106
BDX	BECTON DICKINSON & CO	26,400	$3.74M	0.1%	$118.40	-0.9%	COM	075887109
OSK	OSHKOSH CORP	88,200	$3.738M	0.1%	$41.34	+2.6%	COM	688239201
—	PRECISION CASTPARTS CORP	18,400	$3.678M	0.1%	$226.09	—	COM	740189105
LMT	LOCKHEED MARTIN CORP	18,990	$3.53M	0.1%	$124.88	+15.8%	COM	539830109
—	CALIFORNIA RES CORP	583,900	$3.527M	0.1%	$7.32	—	COM	13057Q107
—	BIO-REFERENCE LABS INC	84,191	$3.473M	0.1%	$29.72	—	COM $.01 NEW	09057G602
CAT	CATERPILLAR INC DEL	40,900	$3.469M	0.1%	$79.29	-16.9%	COM	149123101
—	NORTHERN OIL & GAS INC NEV	504,700	$3.417M	0.1%	$12.47	—	COM	665531109
DAKT	DAKTRONICS INC	286,800	$3.401M	0.1%	$9.95	-6.8%	COM	234264109
APD	AIR PRODS & CHEMS INC	24,595	$3.365M	0.1%	$92.44	+13.5%	COM	009158106
TRN	TRINITY INDS INC	127,100	$3.359M	0.1%	$16.34	-1.5%	COM	896522109
FCN	FTI CONSULTING INC	81,360	$3.355M	0.1%	$36.91	+8.0%	COM	302941109
—	CORRECTIONS CORP AMER NEW	99,800	$3.301M	0.1%	$34.42	—	COM NEW	22025Y407
DRI	DARDEN RESTAURANTS INC	45,842	$3.258M	0.1%	$30.28	+44.2%	COM	237194105
CFR	CULLEN FROST BANKERS INC	40,900	$3.214M	0.1%	$49.83	+8.3%	COM	229899109
ALK	ALASKA AIR GROUP INC	49,880	$3.214M	0.1%	$57.88	+2.2%	COM	011659109
—	CYBERONICS INC	53,800	$3.199M	0.1%	$52.04	—	COM	23251P102
FE	FIRSTENERGY CORP	98,096	$3.193M	0.1%	$20.60	+8.9%	COM	337932107
LULU	LULULEMON ATHLETICA INC	48,700	$3.18M	0.1%	$40.27	+61.4%	COM	550021109
—	STERLING BANCORP DEL	215,200	$3.163M	0.1%	$13.25	—	COM	85917A100
UAL	UNITED CONTL HLDGS INC	59,400	$3.149M	0.1%	$61.82	-6.4%	COM	910047109
—	RYLAND GROUP INC	67,800	$3.144M	0.1%	$38.03	—	COM	783764103
—	SUPERIOR ENERGY SVCS INC	149,100	$3.137M	0.1%	$28.81	—	COM	868157108
SM	SM ENERGY CO	67,800	$3.127M	0.1%	$52.89	-11.2%	COM	78454L100
RGEN	REPLIGEN CORP	75,600	$3.12M	0.1%	$21.05	+74.1%	COM	759916109
MD	MEDNAX INC	41,800	$3.098M	0.1%	$56.74	+26.9%	COM	58502B106
—	ROCKWELL COLLINS INC	33,500	$3.094M	0.1%	$78.50	—	COM	774341101
GPRE	GREEN PLAINS INC	110,200	$3.036M	0.1%	$30.62	+0.5%	COM	393222104
—	AVON PRODS INC	484,600	$3.034M	0.1%	$11.36	—	COM	054303102
ACN	ACCENTURE PLC IRELAND	31,300	$3.029M	0.1%	$66.12	+22.0%	SHS CLASS A	G1151C101
KMT	KENNAMETAL INC	88,400	$3.016M	0.1%	$30.83	-13.4%	COM	489170100
—	BROADCOM CORP	57,400	$2.956M	0.1%	$40.43	—	CL A	111320107
ZBH	ZIMMER BIOMET HLDGS INC	27,000	$2.949M	0.1%	$93.96	+8.0%	COM	98956P102
—	AMERICA MOVIL SAB DE CV	135,600	$2.89M	0.1%	$25.20	—	SPON ADR L SHS	02364W105
—	ITT CORP NEW	68,600	$2.87M	0.1%	$44.94	—	COM NEW	450911201
CNQ	CANADIAN NAT RES LTD	104,862	$2.848M	0.1%	$12.93	-25.8%	COM	136385101
—	XILINX INC	63,900	$2.822M	0.1%	$42.62	—	COM	983919101
ABBV	ABBVIE INC	41,300	$2.775M	0.1%	$35.95	+17.8%	COM	00287Y109
—	JOHNSON CTLS INC	55,800	$2.764M	0.1%	$44.00	—	COM	478366107
BMY	BRISTOL MYERS SQUIBB CO	41,200	$2.741M	0.1%	$34.21	+34.5%	COM	110122108
—	FINISH LINE INC	97,200	$2.704M	0.1%	$24.42	—	CL A	317923100
—	DOW CHEM CO	52,700	$2.697M	0.1%	$52.45	—	COM	260543103
—	RACKSPACE HOSTING INC	72,200	$2.685M	0.1%	$32.54	—	COM	750086100
BBY	BEST BUY INC	82,200	$2.681M	0.1%	$20.81	+16.3%	COM	086516101
—	EXPRESS SCRIPTS HLDG CO	30,100	$2.677M	0.1%	$70.62	—	COM	30219G108
—	HEWLETT PACKARD CO	88,900	$2.668M	0.1%	$35.47	—	COM	428236103
ECL	ECOLAB INC	23,300	$2.635M	0.1%	$99.26	+3.0%	COM	278865100
—	REGULUS THERAPEUTICS INC	240,330	$2.634M	0.1%	$12.73	—	COM	75915K101
PCAR	PACCAR INC	41,220	$2.63M	0.1%	$27.07	+6.2%	COM	693718108
—	ORBITAL ATK INC	35,800	$2.626M	0.1%	$76.62	—	COM	68557N103
—	ALTERA CORP	51,000	$2.611M	0.1%	$35.78	—	COM	021441100
—	ST JUDE MED INC	35,600	$2.601M	0.1%	$60.14	—	COM	790849103
ETR	ENTERGY CORP NEW	36,700	$2.587M	0.1%	$24.07	+2.4%	COM	29364G103
—	ASPEN INSURANCE HOLDINGS LTD	52,700	$2.524M	0.1%	$42.77	—	SHS	G05384105
—	CYNOSURE INC	65,100	$2.512M	0.1%	$21.00	—	CL A	232577205
TRMB	TRIMBLE NAVIGATION LTD	106,500	$2.498M	0.1%	$29.68	-17.7%	COM	896239100
TXT	TEXTRON INC	55,900	$2.495M	0.1%	$36.92	+21.1%	COM	883203101
—	NEW YORK CMNTY BANCORP INC	135,400	$2.489M	0.0%	$15.87	—	COM	649445103
—	BIOMED REALTY TRUST INC	128,100	$2.477M	0.0%	$20.31	—	COM	09063H107
EIX	EDISON INTL	44,200	$2.457M	0.0%	$36.80	+7.2%	COM	281020107
FBIN	FORTUNE BRANDS HOME & SEC IN	53,600	$2.456M	0.0%	$29.78	+12.9%	COM	34964C106
TFX	TELEFLEX INC	18,100	$2.452M	0.0%	$99.45	+19.4%	COM	879369106
—	PANERA BREAD CO	14,000	$2.447M	0.0%	$165.76	—	CL A	69840W108
DIS	DISNEY WALT CO	21,426	$2.446M	0.0%	$79.31	+26.1%	COM DISNEY	254687106
LPX	LOUISIANA PAC CORP	143,200	$2.439M	0.0%	$15.92	+6.7%	COM	546347105
GM	GENERAL MTRS CO	72,900	$2.43M	0.0%	$26.49	+5.1%	COM	37045V100
EG	EVEREST RE GROUP LTD	13,300	$2.421M	0.0%	$127.32	+14.1%	COM	G3223R108
—	POST PPTYS INC	44,500	$2.419M	0.0%	$54.65	—	COM	737464107
—	PS BUSINESS PKS INC CALIF	33,200	$2.395M	0.0%	$76.14	—	COM	69360J107
AXP	AMERICAN EXPRESS CO	30,680	$2.384M	0.0%	$69.34	-1.9%	COM	025816109
—	LABORATORY CORP AMER HLDGS	19,600	$2.376M	0.0%	$101.75	—	COM NEW	50540R409
ORN	ORION MARINE GROUP INC	328,386	$2.371M	0.0%	$9.59	-14.8%	COM	68628V308
EVR	EVERCORE PARTNERS INC	43,600	$2.353M	0.0%	$40.24	+0.5%	CLASS A	29977A105
AVT	AVNET INC	56,200	$2.31M	0.0%	$33.93	+2.4%	COM	053807103
—	GENERAL CABLE CORP DEL NEW	113,213	$2.234M	0.0%	$15.49	—	COM	369300108
FDX	FEDEX CORP	13,100	$2.232M	0.0%	$129.06	+15.0%	COM	31428X106
CCL	CARNIVAL CORP	44,900	$2.218M	0.0%	$32.01	+26.8%	PAIRED CTF	143658300
—	TIME WARNER CABLE INC	12,400	$2.209M	0.0%	$143.49	—	COM	88732J207
CMA	COMERICA INC	42,600	$2.186M	0.0%	$30.01	+8.5%	COM	200340107
—	FIREEYE INC	44,700	$2.186M	0.0%	$31.88	—	COM	31816Q101
ASB	ASSOCIATED BANC CORP	106,900	$2.167M	0.0%	$12.45	+8.6%	COM	045487105
NOC	NORTHROP GRUMMAN CORP	13,500	$2.142M	0.0%	$104.60	+28.7%	COM	666807102
TRV	TRAVELERS COMPANIES INC	22,100	$2.136M	0.0%	$72.50	+11.6%	COM	89417E109
—	AMEDISYS INC	53,700	$2.134M	0.0%	$20.17	—	COM	023436108
EXR	EXTRA SPACE STORAGE INC	32,700	$2.133M	0.0%	$34.72	+31.6%	COM	30225T102
—	OWENS ILL INC	92,900	$2.131M	0.0%	$26.36	—	COM NEW	690768403
—	VCA INC	38,500	$2.095M	0.0%	$39.34	—	COM	918194101
—	GENESEE & WYO INC	27,500	$2.095M	0.0%	$90.17	—	CL A	371559105
—	CORESITE RLTY CORP	45,997	$2.09M	0.0%	$34.94	—	COM	21870Q105
—	HCC INS HLDGS INC	27,100	$2.082M	0.0%	$48.29	—	COM	404132102
VECO	VEECO INSTRS INC DEL	71,800	$2.064M	0.0%	$35.17	-12.7%	COM	922417100
CENTA	CENTRAL GARDEN & PET CO	180,846	$2.063M	0.0%	$7.08	+16.8%	CL A NON-VTG	153527205
SYNA	SYNAPTICS INC	23,500	$2.038M	0.0%	$78.48	+16.3%	COM	87157D109
—	CANTEL MEDICAL CORP	37,800	$2.029M	0.0%	$34.39	—	COM	138098108
NDAQ	NASDAQ OMX GROUP INC	41,500	$2.026M	0.0%	$11.67	+20.8%	COM	631103108
UGI	UGI CORP NEW	58,650	$2.02M	0.0%	$34.01	+4.3%	COM	902681105
ALGN	ALIGN TECHNOLOGY INC	32,200	$2.019M	0.0%	$54.46	+8.5%	COM	016255101
—	KELLOGG CO	31,300	$1.963M	0.0%	$40.52	+1.5%	COM	487836108
DGX	QUEST DIAGNOSTICS INC	26,700	$1.936M	0.0%	$53.15	+12.3%	COM	74834L100
EOG	EOG RES INC	22,000	$1.926M	0.0%	$66.52	+2.0%	COM	26875P101
TWI	TITAN INTL INC ILL	178,800	$1.92M	0.0%	$12.61	-17.8%	COM	88830M102
—	ENGILITY HLDGS INC NEW	76,000	$1.912M	0.0%	$30.04	—	COM	29286C107
GNTX	GENTEX CORP	116,200	$1.908M	0.0%	$16.09	+8.6%	COM	371901109
AGCO	AGCO CORP	33,600	$1.908M	0.0%	$39.20	+3.1%	COM	001084102
IART	INTEGRA LIFESCIENCES HLDGS C	27,500	$1.853M	0.0%	$22.01	+33.9%	COM NEW	457985208
SNPS	SYNOPSYS INC	36,400	$1.844M	0.0%	$44.77	+8.7%	COM	871607107
—	SELECT COMFORT CORP	60,200	$1.81M	0.0%	$20.91	—	COM	81616X103
CF	CF INDS HLDGS INC	28,000	$1.8M	0.0%	$37.05	+21.9%	COM	125269100
—	HEIDRICK & STRUGGLES INTL IN	69,014	$1.8M	0.0%	$20.54	—	COM	422819102
AMN	AMN HEALTHCARE SERVICES INC	56,500	$1.785M	0.0%	$14.25	+83.3%	COM	001744101
—	SURMODICS INC	75,600	$1.771M	0.0%	$18.94	—	COM	868873100
ADI	ANALOG DEVICES INC	26,900	$1.727M	0.0%	$40.45	+29.2%	COM	032654105
PPG	PPG INDS INC	15,000	$1.721M	0.0%	$88.91	+6.2%	COM	693506107
ALB	ALBEMARLE CORP	30,900	$1.708M	0.0%	$54.02	-5.3%	COM	012653101
—	TE CONNECTIVITY LTD	26,500	$1.704M	0.0%	$55.28	—	REG SHS	H84989104
POOL	POOL CORPORATION	24,200	$1.698M	0.0%	$53.76	+12.1%	COM	73278L105
—	AMERICAN CAMPUS CMNTYS INC	44,600	$1.681M	0.0%	$36.46	—	COM	024835100
CBRE	CBRE GROUP INC	45,300	$1.676M	0.0%	$31.43	+20.8%	CL A	12504L109
—	PRIVATEBANCORP INC	42,100	$1.676M	0.0%	$29.90	—	COM	742962103
EWBC	EAST WEST BANCORP INC	37,200	$1.667M	0.0%	$26.77	+25.5%	COM	27579R104
TMHC	TAYLOR MORRISON HOME CORP	81,765	$1.665M	0.0%	$19.04	+3.9%	CL A	87724P106
ENSG	ENSIGN GROUP INC	32,400	$1.654M	0.0%	$15.05	+39.3%	COM	29358P101
JLL	JONES LANG LASALLE INC	9,600	$1.642M	0.0%	$126.41	+30.2%	COM	48020Q107
—	INGRAM MICRO INC	64,200	$1.607M	0.0%	$25.44	—	CL A	457153104
BOH	BANK HAWAII CORP	24,000	$1.6M	0.0%	$38.65	+11.6%	COM	062540109
GBCI	GLACIER BANCORP INC NEW	53,300	$1.568M	0.0%	$18.52	+4.3%	COM	37637Q105
—	AIR METHODS CORP	37,675	$1.557M	0.0%	$49.21	—	COM PAR $.06	009128307
—	DEVRY ED GROUP INC	51,920	$1.557M	0.0%	$40.59	—	COM	251893103
—	PRAXAIR INC	13,000	$1.554M	0.0%	$129.00	—	COM	74005P104
FLR	FLUOR CORP NEW	29,300	$1.553M	0.0%	$63.42	-17.9%	COM	343412102
HOG	HARLEY DAVIDSON INC	27,500	$1.55M	0.0%	$58.49	-2.2%	COM	412822108
AES	AES CORP	116,000	$1.538M	0.0%	$9.44	-4.1%	COM	00130H105
—	ANADARKO PETE CORP	19,700	$1.538M	0.0%	$82.82	—	COM	032511107
—	INGERSOLL-RAND PLC	22,800	$1.537M	0.0%	$56.36	—	SHS	G47791101
—	TIFFANY & CO NEW	16,700	$1.533M	0.0%	$88.02	—	COM	886547108
—	CAMBREX CORP	34,800	$1.529M	0.0%	$18.69	—	COM	132011107
AMZN	AMAZON COM INC	3,500	$1.519M	0.0%	$16.18	+29.2%	COM	023135106
—	HARTE-HANKS INC	251,400	$1.498M	0.0%	$6.49	—	COM	416196103
—	ATLAS AIR WORLDWIDE HLDGS IN	26,622	$1.463M	0.0%	$33.02	—	COM NEW	049164205
—	CRANE CO	24,600	$1.445M	0.0%	$63.21	—	COM	224399105
SNY	SANOFI	27,327	$1.354M	0.0%	$56.42	—	SPONSORED ADR	80105N105
CCRN	CROSS CTRY HEALTHCARE INC	106,200	$1.347M	0.0%	$7.67	+47.8%	COM	227483104
—	KRATON PERFORMANCE POLYMERS	55,100	$1.316M	0.0%	$17.80	—	COM	50077C106
BRC	BRADY CORP	53,060	$1.313M	0.0%	$20.36	+4.0%	CL A	104674106
ALL	ALLSTATE CORP	20,200	$1.31M	0.0%	$46.95	+15.7%	COM	020002101
CAH	CARDINAL HEALTH INC	15,600	$1.305M	0.0%	$53.32	+22.9%	COM	14149Y108
—	DST SYS INC DEL	10,200	$1.285M	0.0%	$83.92	—	COM	233326107
—	ASCENA RETAIL GROUP INC	76,100	$1.267M	0.0%	$13.03	—	COM	04351G101
SKT	TANGER FACTORY OUTLET CTRS I	39,800	$1.262M	0.0%	$33.22	—	COM	875465106
ACH	OWENS & MINOR INC NEW	37,100	$1.261M	0.0%	$28.72	+1.2%	COM	690732102
—	NEWFIELD EXPL CO	34,895	$1.26M	0.0%	$36.05	—	COM	651290108
ADBE	ADOBE SYS INC	15,300	$1.239M	0.0%	$70.88	+10.1%	COM	00724F101
—	CARDTRONICS INC	33,400	$1.237M	0.0%	$35.40	—	COM	14161H108
CVBF	CVB FINL CORP	68,400	$1.205M	0.0%	$10.43	+9.1%	COM	126600105
SBNY	SIGNATURE BK NEW YORK N Y	8,100	$1.186M	0.0%	$113.89	—	COM	82669G104
—	DUKE REALTY CORP	62,900	$1.168M	0.0%	$17.19	—	COM NEW	264411505
IVZ	INVESCO LTD	30,700	$1.151M	0.0%	$24.55	+1.5%	SHS	G491BT108
—	UNILEVER N V	27,520	$1.151M	0.0%	$39.68	—	N Y SHS NEW	904784709
FCX	FREEPORT-MCMORAN INC	60,600	$1.128M	0.0%	$31.63	-41.6%	CL B	35671D857
FITB	FIFTH THIRD BANCORP	53,700	$1.118M	0.0%	$12.96	+8.2%	COM	316773100
—	CAPSTEAD MTG CORP	100,200	$1.112M	0.0%	$12.24	—	COM NO PAR	14067E506
—	KATE SPADE & CO	50,200	$1.081M	0.0%	$28.34	—	COM	485865109
—	VISTA OUTDOOR INC	23,600	$1.06M	0.0%	$42.82	—	COM	928377100
GEO	GEO GROUP INC NEW	30,500	$1.042M	0.0%	$13.45	+10.9%	COM	36162J106
—	PENNSYLVANIA RL ESTATE INVT	48,800	$1.041M	0.0%	$19.94	—	SH BEN INT	709102107
RGP	RESOURCES CONNECTION INC	63,575	$1.023M	0.0%	$14.72	+11.0%	COM	76122Q105
—	NOBLE CORP PLC	65,900	$1.014M	0.0%	$22.22	—	SHS USD	G65431101
—	ALMOST FAMILY INC	25,376	$1.013M	0.0%	$27.17	—	COM	020409108
HD	HOME DEPOT INC	9,000	$1M	0.0%	$65.73	+32.5%	COM	437076102
—	POLYCOM INC	87,300	$999K	0.0%	$12.43	—	COM	73172K104
—	CAPELLA EDUCATION COMPANY	18,400	$988K	0.0%	$62.61	—	COM	139594105
EPC	EDGEWELL PERS CARE CO	7,500	$987K	0.0%	$93.45	0.0%	COM	28035Q102
ITW	ILLINOIS TOOL WKS INC	10,600	$973K	0.0%	$66.18	+11.8%	COM	452308109
FOSL	FOSSIL GROUP INC	14,000	$971K	0.0%	$99.47	-21.9%	COM	34988V106
—	INFINITY PPTY & CAS CORP	12,700	$963K	0.0%	$64.02	—	COM	45665Q103
—	INVESTMENT TECHNOLOGY GRP NE	38,759	$961K	0.0%	$15.76	—	COM	46145F105
DRH	DIAMONDROCK HOSPITALITY CO	74,100	$949K	0.0%	$12.69	—	COM	252784301
—	SOUTHWESTERN ENERGY CO	41,237	$937K	0.0%	$34.94	—	COM	845467109
CL	COLGATE PALMOLIVE CO	14,300	$935K	0.0%	$50.68	+4.5%	COM	194162103
COLB	COLUMBIA BKG SYS INC	28,700	$934K	0.0%	$15.78	+22.2%	COM	197236102
DOV	DOVER CORP	13,200	$926K	0.0%	$50.83	-3.0%	COM	260003108
LKQ	LKQ CORP	30,600	$925K	0.0%	$24.95	0.0%	COM	501889208
MHO	M/I HOMES INC	37,300	$920K	0.0%	$21.80	+9.2%	COM	55305B101
—	BRYN MAWR BK CORP	30,456	$919K	0.0%	$28.88	—	COM	117665109
CHE	CHEMED CORP NEW	7,000	$918K	0.0%	$96.45	+22.8%	COM	16359R103
—	LHC GROUP INC	23,700	$907K	0.0%	$23.20	—	COM	50187A107
—	LASALLE HOTEL PPTYS	25,400	$901K	0.0%	$34.25	—	COM SH BEN INT	517942108
ATO	ATMOS ENERGY CORP	17,400	$892K	0.0%	$37.83	+9.8%	COM	049560105
—	PACWEST BANCORP DEL	18,800	$879K	0.0%	$41.58	—	COM	695263103
VYX	NCR CORP NEW	29,100	$876K	0.0%	$20.29	-8.9%	COM	62886E108
—	TECO ENERGY INC	48,800	$862K	0.0%	$17.46	—	COM	872375100
—	BARRETT BILL CORP	99,600	$856K	0.0%	$21.91	—	COM	06846N104
OGE	OGE ENERGY CORP	29,400	$840K	0.0%	$36.81	-15.5%	COM	670837103
—	TIME INC NEW	36,175	$832K	0.0%	$23.68	—	COM	887228104
HST	HOST HOTELS & RESORTS INC	41,400	$821K	0.0%	$14.03	-6.7%	COM	44107P104
—	TOWERS WATSON & CO	6,500	$818K	0.0%	$99.54	—	CL A	891894107
—	CENTURYLINK INC	27,800	$817K	0.0%	$39.66	—	COM	156700106
—	SOLARWINDS INC	17,500	$807K	0.0%	$42.06	—	COM	83416B109
MTB	M & T BK CORP	6,400	$800K	0.0%	$89.29	+2.3%	COM	55261F104
RL	RALPH LAUREN CORP	6,000	$794K	0.0%	$131.91	-17.2%	CL A	751212101
JBTM	JOHN BEAN TECHNOLOGIES CORP	20,900	$786K	0.0%	$27.24	+29.3%	COM	477839104
—	OM GROUP INC	23,400	$786K	0.0%	$25.94	—	COM	670872100
WABC	WESTAMERICA BANCORPORATION	15,500	$785K	0.0%	$33.99	-3.4%	COM	957090103
WDC	WESTERN DIGITAL CORP	10,000	$784K	0.0%	$62.41	-3.4%	COM	958102105
SAH	SONIC AUTOMOTIVE INC	32,600	$777K	0.0%	$24.15	0.0%	CL A	83545G102
ONB	OLD NATL BANCORP IND	53,400	$772K	0.0%	$14.02	+0.4%	COM	680033107
—	FEDERAL REALTY INVT TR	6,000	$769K	0.0%	$122.74	—	SH BEN INT NEW	313747206
—	NAVIGANT CONSULTING INC	51,325	$763K	0.0%	$14.44	—	COM	63935N107
PTEN	PATTERSON UTI ENERGY INC	40,400	$760K	0.0%	$32.40	-36.0%	COM	703481101
—	PENNEY J C INC	89,600	$759K	0.0%	$10.04	—	COM	708160106
ZEUS	OLYMPIC STEEL INC	43,296	$755K	0.0%	$23.00	-28.5%	COM	68162K106
HOLX	HOLOGIC INC	19,800	$754K	0.0%	$25.25	+38.6%	COM	436440101
WEX	WEX INC	6,600	$752K	0.0%	$110.65	+2.6%	COM	96208T104
—	AMERICAN SCIENCE & ENGR INC	17,150	$751K	0.0%	$45.77	—	COM	029429107
—	ALLEGHANY CORP DEL	1,600	$750K	0.0%	$468.75	—	COM	017175100
HNI	HNI CORP	14,665	$750K	0.0%	$37.58	+37.3%	COM	404251100
UPBD	RENT A CTR INC NEW	26,000	$737K	0.0%	$26.89	+11.6%	COM	76009N100
CALY	CALLAWAY GOLF CO	81,400	$728K	0.0%	$7.72	+21.7%	COM	131193104
EBS	EMERGENT BIOSOLUTIONS INC	21,500	$708K	0.0%	$22.90	+35.4%	COM	29089Q105
RIG	TRANSOCEAN LTD	43,700	$704K	0.0%	$39.12	-54.0%	REG SHS	H8817H100
—	CABELAS INC	14,000	$700K	0.0%	$55.30	—	COM	126804301
AVAV	AEROVIRONMENT INC	26,400	$689K	0.0%	$31.85	-17.2%	COM	008073108
—	GLAXOSMITHKLINE PLC	16,426	$684K	0.0%	$45.98	—	SPONSORED ADR	37733W105
—	UNIVERSAL FST PRODS INC	13,100	$682K	0.0%	$42.69	—	COM	913543104
BKH	BLACK HILLS CORP	15,300	$668K	0.0%	$34.82	-6.3%	COM	092113109
CW	CURTISS WRIGHT CORP	9,200	$666K	0.0%	$63.33	+10.3%	COM	231561101
—	MENTOR GRAPHICS CORP	24,864	$657K	0.0%	$20.51	—	COM	587200106
—	NORDSTROM INC	8,700	$648K	0.0%	$68.35	—	COM	655664100
—	AIRGAS INC	6,000	$635K	0.0%	$106.17	—	COM	009363102
TXNM	PNM RES INC	25,600	$630K	0.0%	$26.52	+0.9%	COM	69349H107
O	REALTY INCOME CORP	14,200	$630K	0.0%	$25.65	+8.3%	COM	756109104
—	KANSAS CITY SOUTHERN	6,900	$629K	0.0%	$121.15	—	COM NEW	485170302
AEP	AMERICAN ELEC PWR INC	11,600	$614K	0.0%	$35.32	+7.6%	COM	025537101
NSRGY	NESTLE S A	8,486	$612K	0.0%	$73.64	—	SPONSORED ADR	641069406
—	HOSPITALITY PPTYS TR	21,200	$611K	0.0%	$26.84	—	COM SH BEN INT	44106M102
FULT	FULTON FINL CORP PA	46,500	$607K	0.0%	$7.63	+11.7%	COM	360271100
—	CITRIX SYS INC	8,500	$596K	0.0%	$71.29	—	COM	177376100
—	VALSPAR CORP	7,200	$589K	0.0%	$79.03	—	COM	920355104
PGR	PROGRESSIVE CORP OHIO	21,000	$584K	0.0%	$17.67	+13.7%	COM	743315103
—	SANDISK CORP	10,000	$582K	0.0%	$63.60	—	COM	80004C101
MSI	MOTOROLA SOLUTIONS INC	10,100	$579K	0.0%	$52.13	-3.2%	COM NEW	620076307
TKR	TIMKEN CO	15,700	$574K	0.0%	$46.02	-13.4%	COM	887389104
HE	HAWAIIAN ELEC INDUSTRIES	19,300	$574K	0.0%	$24.82	+25.3%	COM	419870100
CSGS	CSG SYS INTL INC	18,100	$573K	0.0%	$21.36	+16.0%	COM	126349109
RPM	RPM INTL INC	11,600	$568K	0.0%	$45.87	+7.3%	COM	749685103
RMD	RESMED INC	10,000	$564K	0.0%	$44.01	+25.8%	COM	761152107
—	PLUM CREEK TIMBER CO INC	13,800	$560K	0.0%	$38.99	—	COM	729251108
TM	TOYOTA MOTOR CORP	4,140	$554K	0.0%	$117.63	—	SP ADR REP2COM	892331307
—	SOTHEBYS	12,183	$551K	0.0%	$35.71	—	COM	835898107
—	TALEN ENERGY CORP	31,913	$548K	0.0%	$17.17	—	COM	87422J105
—	CIVEO CORP CDA	177,700	$546K	0.0%	$3.07	—	COM	17878Y108
—	SUPERIOR INDS INTL INC	28,991	$531K	0.0%	$17.52	—	COM	868168105
—	HUBBELL INC	4,900	$531K	0.0%	$120.49	—	CL B	443510201
—	CARRIZO OIL & GAS INC	10,700	$527K	0.0%	$41.59	—	COM	144577103
—	SYMANTEC CORP	22,300	$518K	0.0%	$23.50	—	COM	871503108
—	UIL HLDG CORP	11,300	$518K	0.0%	$35.40	—	COM	902748102
—	COUSINS PPTYS INC	49,500	$514K	0.0%	$11.96	—	COM	222795106
DHI	D R HORTON INC	18,500	$506K	0.0%	$19.44	+23.0%	COM	23331A109
KLAC	KLA-TENCOR CORP	9,000	$506K	0.0%	$48.63	-1.5%	COM	482480100
ADSK	AUTODESK INC	10,000	$501K	0.0%	$54.80	+4.3%	COM	052769106
—	QUESTAR CORP	23,900	$500K	0.0%	$22.30	—	COM	748356102
OHI	OMEGA HEALTHCARE INVS INC	14,500	$498K	0.0%	$34.21	—	COM	681936100
STT	STATE STR CORP	6,400	$493K	0.0%	$52.07	+10.7%	COM	857477103
—	L-3 COMMUNICATIONS HLDGS INC	4,300	$488K	0.0%	$118.96	—	COM	502424104
—	COOPER COS INC	2,739	$487K	0.0%	$155.90	—	COM NEW	216648402
NTAP	NETAPP INC	15,400	$486K	0.0%	$30.14	-12.3%	COM	64110D104
MDU	MDU RES GROUP INC	24,800	$484K	0.0%	$8.38	-30.9%	COM	552690109
—	CBS CORP NEW	8,700	$483K	0.0%	$55.29	—	CL B	124857202
CMC	COMMERCIAL METALS CO	29,991	$482K	0.0%	$13.76	-4.7%	COM	201723103
—	TIDEWATER INC	21,200	$482K	0.0%	$29.89	—	COM	886423102
SYK	STRYKER CORP	5,000	$478K	0.0%	$81.99	+2.2%	COM	863667101
IP	INTL PAPER CO	10,000	$476K	0.0%	$28.63	+10.0%	COM	460146103
—	HARRIS CORP DEL	6,160	$474K	0.0%	$76.95	—	COM	413875105
MOV	MOVADO GROUP INC	16,300	$443K	0.0%	$39.17	-26.4%	COM	624580106
QRVO	QORVO INC	5,416	$435K	0.0%	$16.59	+367.2%	COM	74736K101
—	VECTREN CORP	11,000	$423K	0.0%	$39.91	—	COM	92240G101
CENX	CENTURY ALUM CO	40,500	$422K	0.0%	$22.02	-42.2%	COM	156431108
—	FIRSTMERIT CORP	19,800	$412K	0.0%	$17.58	—	COM	337915102
—	SPECTRUM PHARMACEUTICALS INC	59,900	$410K	0.0%	$8.15	—	COM	84763A108
—	ROADRUNNER TRNSN SVCS HLDG I	15,800	$408K	0.0%	$23.35	—	COM	76973Q105
VRE	MACK CALI RLTY CORP	22,100	$407K	0.0%	$19.10	—	COM	554489104
AVA	AVISTA CORP	13,200	$405K	0.0%	$20.15	+4.0%	COM	05379B107
BHP	BHP BILLITON LTD	9,720	$396K	0.0%	$58.85	—	SPONSORED ADR	088606108
—	BLACK BOX CORP DEL	19,760	$395K	0.0%	$23.33	—	COM	091826107
PBR/A	PETROLEO BRASILEIRO SA PETRO	46,200	$377K	0.0%	$14.89	—	SP ADR NON VTG	71654V101
IFF	INTERNATIONAL FLAVORS&FRAGRA	3,400	$372K	0.0%	$77.18	+15.7%	COM	459506101
PEG	PUBLIC SVC ENTERPRISE GROUP	9,400	$369K	0.0%	$24.76	+15.5%	COM	744573106
OXY	OCCIDENTAL PETE CORP DEL	4,700	$366K	0.0%	$68.03	-16.4%	COM	674599105
—	ROYAL DUTCH SHELL PLC	6,300	$361K	0.0%	$79.05	—	SPON ADR B	780259107
NEU	NEWMARKET CORP	800	$355K	0.0%	$320.90	+17.1%	COM	651587107
REG	REGENCY CTRS CORP	6,000	$354K	0.0%	$36.43	+17.2%	COM	758849103
FLS	FLOWSERVE CORP	6,600	$348K	0.0%	$46.02	-1.8%	COM	34354P105
XEL	XCEL ENERGY INC	10,800	$348K	0.0%	$21.76	+10.5%	COM	98389B100
CHD	CHURCH & DWIGHT INC	4,200	$341K	0.0%	$29.21	+24.6%	COM	171340102
—	TAUBMAN CTRS INC	4,800	$334K	0.0%	$72.92	—	COM	876664103
—	PDC ENERGY INC	6,200	$333K	0.0%	$50.32	—	COM	69327R101
AMAT	APPLIED MATLS INC	16,700	$321K	0.0%	$19.16	-6.0%	COM	038222105
THG	HANOVER INS GROUP INC	4,300	$318K	0.0%	$45.18	+17.8%	COM	410867105
—	JOY GLOBAL INC	8,700	$315K	0.0%	$40.94	—	COM	481165108
SO	SOUTHERN CO	7,410	$310K	0.0%	$27.11	+2.5%	COM	842587107
—	EL PASO ELEC CO	8,600	$298K	0.0%	$36.51	—	COM NEW	283677854
—	STAMPS COM INC	4,020	$296K	0.0%	$31.84	—	COM NEW	852857200
FAF	FIRST AMERN FINL CORP	7,900	$294K	0.0%	$24.42	+3.8%	COM	31847R102
SGI	TEMPUR SEALY INTL INC	4,400	$290K	0.0%	$14.64	+4.1%	COM	88023U101
—	QEP RES INC	15,600	$289K	0.0%	$30.78	—	COM	74733V100
DECK	DECKERS OUTDOOR CORP	4,000	$288K	0.0%	$15.28	-19.6%	COM	243537107
—	EATON VANCE CORP	7,000	$274K	0.0%	$37.73	—	COM NON VTG	278265103
CYH	COMMUNITY HEALTH SYS INC NEW	4,200	$264K	0.0%	$41.56	+7.9%	COM	203668108
AFG	AMERICAN FINL GROUP INC OHIO	3,700	$241K	0.0%	$26.52	+13.5%	COM	025932104
—	DOMTAR CORP	5,800	$240K	0.0%	$35.17	—	COM NEW	257559203
BRO	BROWN & BROWN INC	7,000	$230K	0.0%	$14.20	+4.4%	COM	115236101
SXC	SUNCOKE ENERGY INC	17,400	$226K	0.0%	$23.11	-31.9%	COM	86722A103
CJESEUR	C&J ENERGY SVCS LTD	17,000	$224K	0.0%	$11.13	—	SHS	G3164Q101
DDD	3-D SYS CORP DEL	11,400	$223K	0.0%	$52.15	-53.7%	COM NEW	88554D205
—	CASTLE A M & CO	33,900	$209K	0.0%	$8.55	—	COM	148411101
SPOK	SPOK HLDGS INC	11,800	$199K	0.0%	$14.87	+22.9%	COM	84863T106
SXT	SENSIENT TECHNOLOGIES CORP	2,900	$198K	0.0%	$54.49	+24.6%	COM	81725T100
—	SONIC CORP	6,700	$193K	0.0%	$22.39	—	COM	835451105
FF	FUTUREFUEL CORPORATION	14,900	$192K	0.0%	$4.04	-18.0%	COM	36116M106
GWW	GRAINGER W W INC	800	$189K	0.0%	$199.99	+2.1%	COM	384802104
—	AQUA AMERICA INC	7,400	$181K	0.0%	$23.51	—	COM	03836W103
—	HAYNES INTERNATIONAL INC	3,600	$178K	0.0%	$46.11	—	COM NEW	420877201
RRX	REGAL BELOIT CORP	2,400	$174K	0.0%	$71.93	+7.4%	COM	758750103
CMI	CUMMINS INC	1,300	$171K	0.0%	$102.82	0.0%	COM	231021106
APEI	AMERICAN PUBLIC EDUCATION IN	6,300	$162K	0.0%	$31.51	-14.3%	COM	02913V103
—	AEROPOSTALE	90,475	$147K	0.0%	$3.29	—	COM	007865108
—	STANDARD PAC CORP NEW	16,000	$143K	0.0%	$7.50	—	COM	85375C101
HSBC	HSBC HLDGS PLC	2,907	$130K	0.0%	$50.91	—	SPON ADR NEW	404280406
—	WESTROCK CO	2,100	$126K	0.0%	$47.50	—	COM	772739207
VVX	VECTRUS INC	4,877	$121K	0.0%	$22.23	+15.9%	COM	92242T101
—	GREAT PLAINS ENERGY INC	4,700	$114K	0.0%	$24.26	—	COM	391164100
KOP	KOPPERS HOLDINGS INC	4,500	$111K	0.0%	$34.78	-32.6%	COM	50060P106
CACI	CACI INTL INC	1,300	$105K	0.0%	$70.52	+23.2%	CL A	127190304
MTUS	TIMKENSTEEL CORP	3,700	$100K	0.0%	$45.14	-35.3%	COM	887399103
PCG	PG&E CORP	1,900	$93,000	0.0%	$40.82	+16.2%	COM	69331C108
BCS	BARCLAYS PLC	5,635	$93,000	0.0%	$14.73	—	ADR	06738E204
—	BASIC ENERGY SVCS INC NEW	9,200	$69,000	0.0%	$21.71	—	COM	06985P100
—	STRAYER ED INC	1,600	$69,000	0.0%	$59.89	—	COM	863236105
MCY	MERCURY GENL CORP NEW	1,207	$67,000	0.0%	$49.36	+14.1%	COM	589400100
—	DSP GROUP INC	6,000	$62,000	0.0%	$8.83	—	COM	23332B106
GEF	GREIF INC	1,700	$61,000	0.0%	$32.63	-18.1%	CL A	397624107
—	ROSETTA RESOURCES INC	2,200	$51,000	0.0%	$44.55	—	COM	777779307
UTI	UNIVERSAL TECHNICAL INST INC	4,300	$37,000	0.0%	$11.31	-20.1%	COM	913915104
SOUHY	SOUTH32 LTD	3,888	$26,000	0.0%	$6.69	—	SPONSORED ADR	84473L105
MCS	MARCUS CORP	1,100	$21,000	0.0%	$18.08	+10.7%	COM	566330106
PGN1EUR	PARAGON OFFSHORE PLC	17,033	$19,000	0.0%	$4.30	—	SHS	G6S01W108
WHLT	CHASE PACKAGING CORP TEX	10	$0	0.0%	$0.07	-4.3%	COM	161635107
—	ASIA PULP & PAPER LTD	345,400	$0	0.0%	—	—	SPONSORED ADR	04516V100