Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	GOOGLE INC	465,664	$519M	2.2%	$880.22	—	CL A	38259P508
AMZN	AMAZON COM INC	1,136,248	$382M	1.6%	$13.34	+39.1%	COM	023135106
—	GENERAL ELECTRIC CO	14,206,313	$368M	1.5%	$23.34	—	COM	369604103
CRM	SALESFORCE COM INC	6,315,034	$361M	1.5%	$41.30	+43.0%	COM	79466L302
SLB	SCHLUMBERGER LTD	3,626,665	$354M	1.5%	$54.75	+19.6%	COM	806857108
JPM	JPMORGAN CHASE & CO	5,614,180	$341M	1.4%	$36.24	+16.1%	COM	46625H100
V	VISA INC	1,559,035	$337M	1.4%	$40.09	+27.5%	COM CL A	92826C839
PFE	PFIZER INC	10,438,407	$335M	1.4%	$16.46	+10.6%	COM	717081103
QCOM	QUALCOMM INC	3,818,069	$301M	1.3%	$45.09	+19.8%	COM	747525103
AMT	AMERICAN TOWER CORP NEW	3,661,997	$300M	1.2%	$59.54	+3.4%	COM	03027X100
—	CERNER CORP	5,318,897	$299M	1.2%	$72.52	—	COM	156782104
CVX	CHEVRON CORP NEW	2,503,544	$298M	1.2%	$71.26	-1.3%	COM	166764100
SBUX	STARBUCKS CORP	3,978,570	$292M	1.2%	$24.78	+18.2%	COM	855244109
—	PRICELINE COM INC	241,947	$288M	1.2%	$856.32	—	COM NEW	741503403
CMCSA	COMCAST CORP NEW	5,693,591	$285M	1.2%	$15.79	+26.4%	CL A	20030N101
—	PRECISION CASTPARTS CORP	1,117,958	$283M	1.2%	$227.03	—	COM	740189105
MSFT	MICROSOFT CORP	6,871,822	$282M	1.2%	$27.55	+13.5%	COM	594918104
JNJ	JOHNSON & JOHNSON	2,768,085	$272M	1.1%	$59.96	+11.1%	COM	478160104
—	ACE LTD	2,701,585	$268M	1.1%	$89.48	—	SHS	H0023R105
C	CITIGROUP INC	5,481,641	$261M	1.1%	$35.87	+3.4%	COM NEW	172967424
PEP	PEPSICO INC	2,956,382	$247M	1.0%	$56.35	+0.9%	COM	713448108
AAPL	APPLE INC	445,636	$239M	1.0%	$13.16	+26.0%	COM	037833100
—	EQUINIX INC	1,260,579	$233M	1.0%	$183.57	—	COM NEW	29444U502
HD	HOME DEPOT INC	2,918,976	$231M	1.0%	$56.22	+7.1%	COM	437076102
STT	STATE STR CORP	3,254,450	$226M	0.9%	$44.68	+12.3%	COM	857477103
CSCO	CISCO SYS INC	9,892,980	$222M	0.9%	$15.29	+0.1%	COM	17275R102
MRK	MERCK & CO INC NEW	3,817,509	$217M	0.9%	$32.24	+10.9%	COM	58933Y105
—	ALLERGAN INC	1,713,899	$213M	0.9%	$84.24	—	COM	018490102
—	ARM HLDGS PLC	4,165,690	$212M	0.9%	$36.47	—	SPONSORED ADR	042068106
XOM	EXXON MOBIL CORP	2,154,022	$210M	0.9%	$53.69	+8.2%	COM	30231G102
AMP	AMERIPRISE FINL INC	1,903,846	$210M	0.9%	$59.57	+43.1%	COM	03076C106
—	SPLUNK INC	2,930,233	$209M	0.9%	$46.36	—	COM	848637104
—	ATHENAHEALTH INC	1,298,569	$208M	0.9%	$104.85	—	COM	04685W103
—	CELGENE CORP	1,475,204	$206M	0.9%	$124.22	—	COM	151020104
T	AT&T INC	5,517,961	$194M	0.8%	$11.40	-4.8%	COM	00206R102
—	BAKER HUGHES INC	2,929,437	$190M	0.8%	$47.18	—	COM	057224107
MDLZ	MONDELEZ INTL INC	5,462,751	$189M	0.8%	$23.82	+10.6%	CL A	609207105
INTC	INTEL CORP	7,254,997	$187M	0.8%	$17.31	+7.9%	COM	458140100
—	TIFFANY & CO NEW	2,142,958	$185M	0.8%	$74.02	—	COM	886547108
—	VMWARE INC	1,697,823	$183M	0.8%	$67.66	—	CL A COM	928563402
—	MEAD JOHNSON NUTRITION CO	2,197,550	$183M	0.8%	$80.88	—	COM	582839106
TRV	TRAVELERS COMPANIES INC	2,095,319	$178M	0.7%	$63.48	+1.8%	COM	89417E109
—	LINKEDIN CORP	956,039	$177M	0.7%	$179.18	—	COM CL A	53578A108
COST	COSTCO WHSL CORP NEW	1,535,518	$171M	0.7%	$86.84	+5.1%	COM	22160K105
VRSK	VERISK ANALYTICS INC	2,847,050	$171M	0.7%	$57.14	+5.9%	CL A	92345Y106
BMRN	BIOMARIN PHARMACEUTICAL INC	2,365,241	$161M	0.7%	$62.55	+17.8%	COM	09061G101
—	TE CONNECTIVITY LTD	2,675,130	$161M	0.7%	$45.70	—	REG SHS	H84989104
OII	OCEANEERING INTL INC	2,238,562	$161M	0.7%	$70.05	+2.2%	COM	675232102
—	TYCO INTERNATIONAL LTD	3,762,557	$160M	0.7%	$33.29	—	SHS	H89128104
TEX	TEREX CORP NEW	3,555,466	$158M	0.7%	$31.25	+34.5%	COM	880779103
TXT	TEXTRON INC	3,990,070	$157M	0.7%	$26.50	+38.6%	COM	883203101
—	DRIL-QUIP INC	1,390,047	$156M	0.6%	$110.63	—	COM	262037104
SCHW	SCHWAB CHARLES CORP NEW	5,674,895	$155M	0.6%	$15.92	+42.6%	COM	808513105
FAST	FASTENAL CO	3,101,527	$153M	0.6%	$8.84	-3.1%	COM	311900104
WDC	WESTERN DIGITAL CORP	1,595,484	$146M	0.6%	$35.69	+50.7%	COM	958102105
GAP	GAP INC DEL	3,608,993	$145M	0.6%	$26.04	+4.0%	COM	364760108
DAN	DANA HLDG CORP	6,126,940	$143M	0.6%	$14.32	+15.4%	COM	235825205
LEN	LENNAR CORP	3,513,624	$139M	0.6%	$34.03	+1.5%	CL A	526057104
AEP	AMERICAN ELEC PWR INC	2,662,273	$135M	0.6%	$30.49	+4.4%	COM	025537101
VLO	VALERO ENERGY CORP NEW	2,404,531	$128M	0.5%	$23.97	+36.8%	COM	91913Y100
—	TIME WARNER INC	1,905,668	$124M	0.5%	$57.97	—	COM NEW	887317303
SLM	SLM CORP	5,071,243	$124M	0.5%	$7.93	+10.1%	COM	78442P106
—	MEDTRONIC INC	1,979,527	$122M	0.5%	$51.47	—	COM	585055106
NOW	SERVICENOW INC	2,026,471	$121M	0.5%	$11.74	+8.4%	COM	81762P102
SEE	SEALED AIR CORP NEW	3,676,988	$121M	0.5%	$19.93	+34.6%	COM	81211K100
WFC	WELLS FARGO & CO NEW	2,419,865	$120M	0.5%	$27.36	+22.1%	COM	949746101
—	ENSCO PLC	2,267,647	$120M	0.5%	$57.95	—	SHS CLASS A	G3157S106
BRK/B	BERKSHIRE HATHAWAY INC DEL	900,270	$113M	0.5%	$110.02	+6.2%	CL B NEW	084670702
PG	PROCTER & GAMBLE CO	1,366,788	$110M	0.5%	$55.00	+2.7%	COM	742718109
—	PENTAIR LTD	1,346,157	$107M	0.4%	$59.12	—	SHS	H6169Q108
—	NABORS INDUSTRIES LTD	4,325,230	$107M	0.4%	$15.48	—	SHS	G6359F103
GLW	CORNING INC	4,935,564	$103M	0.4%	$10.56	+30.9%	COM	219350105
PHG	KONINKLIJKE PHILIPS N V	2,834,323	$99.66M	0.4%	$28.38	—	NY REG SH NEW	500472303
—	MYLAN INC	2,031,925	$99.22M	0.4%	$31.03	—	COM	628530107
—	CIGNA CORPORATION	1,177,087	$98.56M	0.4%	$74.46	—	COM	125509109
VZ	VERIZON COMMUNICATIONS INC	2,065,313	$98.25M	0.4%	$26.67	-3.0%	COM	92343V104
AES	AES CORP	6,773,568	$96.73M	0.4%	$8.40	+10.5%	COM	00130H105
IBM	INTERNATIONAL BUSINESS MACHS	502,063	$96.64M	0.4%	$118.94	-8.2%	COM	459200101
AMAT	APPLIED MATLS INC	4,607,896	$94.09M	0.4%	$12.56	+25.4%	COM	038222105
—	WELLPOINT INC	931,234	$92.7M	0.4%	$86.29	—	COM	94973V107
BAC	BANK OF AMERICA CORPORATION	5,252,055	$90.33M	0.4%	$10.03	+32.2%	COM	060505104
HIG	HARTFORD FINL SVCS GROUP INC	2,553,268	$90.05M	0.4%	$22.73	+19.3%	COM	416515104
ATI	ALLEGHENY TECHNOLOGIES INC	2,288,185	$86.22M	0.4%	$29.59	+6.8%	COM	01741R102
ILMN	ILLUMINA INC	545,153	$81.04M	0.3%	$131.70	+11.6%	COM	452327109
SPG	SIMON PPTY GROUP INC NEW	490,806	$80.49M	0.3%	$86.21	-2.1%	COM	828806109
—	LAM RESEARCH CORP	1,412,213	$77.67M	0.3%	$45.62	—	COM	512807108
—	WHOLE FOODS MKT INC	1,529,232	$77.55M	0.3%	$55.45	—	COM	966837106
—	DYNEGY INC NEW DEL	3,039,215	$75.8M	0.3%	$22.55	—	COM	26817R108
AXP	AMERICAN EXPRESS CO	828,467	$74.59M	0.3%	$59.62	+26.6%	COM	025816109
KO	COCA COLA CO	1,899,803	$73.45M	0.3%	$27.85	-4.7%	COM	191216100
—	SILVER WHEATON CORP	3,144,762	$71.39M	0.3%	$19.67	—	COM	828336107
ORCL	ORACLE CORP	1,721,010	$70.6M	0.3%	$27.58	+15.9%	COM	68389X105
DIS	DISNEY WALT CO	809,908	$64.85M	0.3%	$56.11	+24.2%	COM DISNEY	254687106
WMT	WAL-MART STORES INC	803,945	$61.45M	0.3%	$19.98	-0.4%	COM	931142103
—	DU PONT E I DE NEMOURS & CO	907,739	$60.91M	0.3%	$53.23	—	COM	263534109
—	SEAGATE TECHNOLOGY PLC	1,034,912	$58.12M	0.2%	$45.46	—	SHS	G7945M107
—	PEABODY ENERGY CORP	66,565,000	$54.17M	0.2%	$0.69	—	SDCV 4.750%12/1	704549AG9
GILD	GILEAD SCIENCES INC	764,300	$54.16M	0.2%	$36.27	+50.2%	COM	375558103
CVS	CVS CAREMARK CORPORATION	692,313	$51.83M	0.2%	$41.44	+23.3%	COM	126650100
—	THE ADT CORPORATION	1,723,796	$51.63M	0.2%	$39.74	—	COM	00101J106
META	FACEBOOK INC	848,750	$51.13M	0.2%	$47.40	+32.8%	CL A	30303M102
—	PRAXAIR INC	384,526	$50.36M	0.2%	$115.21	—	COM	74005P104
—	UNITED TECHNOLOGIES CORP	420,018	$49.08M	0.2%	$92.94	—	COM	913017109
MCD	MCDONALDS CORP	497,272	$48.75M	0.2%	$71.80	-2.1%	COM	580135101
—	KKR & CO L P DEL	2,000,000	$48.68M	0.2%	$19.66	—	COM UNITS	48248m102
MET	METLIFE INC	917,492	$48.44M	0.2%	$25.23	+23.1%	COM	59156R108
—	HEALTH CARE REIT INC	790,455	$47.11M	0.2%	$63.09	—	COM	42217K106
FDX	FEDEX CORP	353,184	$46.82M	0.2%	$83.33	+38.1%	COM	31428X106
AMGN	AMGEN INC	375,440	$46.31M	0.2%	$73.38	+18.4%	COM	031162100
HOLX	HOLOGIC INC	2,083,344	$44.79M	0.2%	$20.90	+3.2%	COM	436440101
UNP	UNION PAC CORP	233,397	$43.8M	0.2%	$57.06	+19.6%	COM	907818108
BMY	BRISTOL MYERS SQUIBB CO	827,700	$43M	0.2%	$28.67	+25.3%	COM	110122108
COP	CONOCOPHILLIPS	609,200	$42.86M	0.2%	$39.96	+13.7%	COM	20825C104
BA	BOEING CO	340,565	$42.74M	0.2%	$80.63	+38.5%	COM	097023105
ABBV	ABBVIE INC	831,452	$42.74M	0.2%	$26.65	+18.2%	COM	00287Y109
MMM	3M CO	312,750	$42.43M	0.2%	$61.40	+24.2%	COM	88579Y101
PSA	PUBLIC STORAGE	249,109	$41.97M	0.2%	$98.23	+4.2%	COM	74460D109
MA	MASTERCARD INC	548,950	$41.01M	0.2%	$70.63	+3.0%	CL A	57636Q104
UNH	UNITEDHEALTH GROUP INC	491,614	$40.31M	0.2%	$50.75	+22.4%	COM	91324P102
PLD	PROLOGIS INC	969,095	$39.57M	0.2%	$27.58	+0.2%	COM	74340W103
VTR	VENTAS INC	652,527	$39.52M	0.2%	$45.51	-9.5%	COM	92276F100
USB	US BANCORP DEL	905,992	$38.83M	0.2%	$22.41	+22.0%	COM NEW	902973304
HST	HOST HOTELS & RESORTS INC	1,886,711	$38.19M	0.2%	$11.17	+7.7%	COM	44107P104
OXY	OCCIDENTAL PETE CORP DEL	395,123	$37.65M	0.2%	$57.83	+8.0%	COM	674599105
EQR	EQUITY RESIDENTIAL	648,608	$37.61M	0.2%	$30.88	+2.7%	SH BEN INT	29476L107
HON	HONEYWELL INTL INC	404,111	$37.48M	0.2%	$53.13	+21.8%	COM	438516106
VNO	VORNADO RLTY TR	376,322	$37.09M	0.2%	$85.60	—	SH BEN INT	929042109
ALL	ALLSTATE CORP	643,198	$36.39M	0.2%	$37.24	+11.6%	COM	020002101
AIG	AMERICAN INTL GROUP INC	727,578	$36.39M	0.2%	$32.51	+16.5%	COM NEW	026874784
BIIB	BIOGEN IDEC INC	118,800	$36.34M	0.2%	$213.68	+48.6%	COM	09062X103
GS	GOLDMAN SACHS GROUP INC	219,300	$35.93M	0.1%	$120.06	+11.4%	COM	38141G104
TOL	TOLL BROTHERS INC	990,104	$35.54M	0.1%	$33.47	+10.0%	COM	889478103
—	HCP INC	899,742	$34.9M	0.1%	$42.39	—	COM	40414L109
AVB	AVALONBAY CMNTYS INC	265,492	$34.86M	0.1%	$86.44	-1.8%	COM	053484101
UPS	UNITED PARCEL SERVICE INC	353,082	$34.38M	0.1%	$55.42	+15.8%	CL B	911312106
BXP	BOSTON PROPERTIES INC	284,810	$32.62M	0.1%	$63.24	+5.9%	COM	101121101
KBH	KB HOME	1,919,131	$32.61M	0.1%	$16.38	-1.8%	COM	48666K109
—	AMERICAN CAPITAL AGENCY CORP	1,501,038	$32.26M	0.1%	$21.86	—	COM	02503X105
EBAY	EBAY INC	579,256	$32M	0.1%	$20.18	+2.4%	COM	278642103
—	M D C HLDGS INC	1,121,519	$31.72M	0.1%	$29.32	—	COM	552676108
CAT	CATERPILLAR INC DEL	317,083	$31.51M	0.1%	$61.55	+13.2%	COM	149123101
—	GENERAL GROWTH PPTYS INC NEW	1,428,447	$31.43M	0.1%	$19.90	—	COM	370023103
CPB	CAMPBELL SOUP CO	694,275	$31.16M	0.1%	$30.64	-3.0%	COM	134429109
—	TWENTY FIRST CENTY FOX INC	964,300	$30.83M	0.1%	$33.50	—	CL A	90130A101
F	FORD MTR CO DEL	1,960,750	$30.59M	0.1%	$7.61	+10.1%	COM PAR $0.01	345370860
—	HEWLETT PACKARD CO	941,550	$30.47M	0.1%	$24.80	—	COM	428236103
ISRG	INTUITIVE SURGICAL INC	68,627	$30.06M	0.1%	$55.09	-14.5%	COM NEW	46120E602
CPS	COOPER STD HLDGS INC	482,952	$29.97M	0.1%	$50.83	+16.7%	COM	21676P103
ABT	ABBOTT LABS	774,318	$29.82M	0.1%	$28.85	+6.5%	COM	002824100
—	MONSANTO CO NEW	260,955	$29.69M	0.1%	$98.80	—	COM	61166W101
—	DOW CHEM CO	604,292	$29.36M	0.1%	$32.17	—	COM	260543103
—	EXPRESS SCRIPTS HLDG CO	385,600	$28.95M	0.1%	$61.69	—	COM	30219G108
DLR	DIGITAL RLTY TR INC	544,379	$28.89M	0.1%	$34.72	-4.6%	COM	253868103
LLY	LILLY ELI & CO	489,500	$28.81M	0.1%	$42.21	+5.5%	COM	532457108
—	WALGREEN CO	434,570	$28.7M	0.1%	$44.35	—	COM	931422109
CL	COLGATE PALMOLIVE CO	434,185	$28.16M	0.1%	$44.38	+7.9%	COM	194162103
—	E M C CORP MASS	1,006,656	$27.59M	0.1%	$23.62	—	COM	268648102
NKE	NIKE INC	369,875	$27.32M	0.1%	$26.58	+22.5%	CL B	654106103
EOG	EOG RES INC	135,700	$26.62M	0.1%	$46.52	+39.3%	COM	26875P101
HAL	HALLIBURTON CO	443,214	$26.1M	0.1%	$33.35	+28.3%	COM	406216101
ACN	ACCENTURE PLC IRELAND	321,550	$25.63M	0.1%	$63.85	+4.8%	SHS CLASS A	G1151C101
LOW	LOWES COS INC	519,650	$25.41M	0.1%	$32.16	+21.3%	COM	548661107
TXN	TEXAS INSTRS INC	538,650	$25.4M	0.1%	$25.31	+26.2%	COM	882508104
—	CONTAINER STORE GROUP INC	545,173	$25.38M	0.1%	$13.45	—	COM	210751103
TMO	THERMO FISHER SCIENTIFIC INC	209,768	$25.22M	0.1%	$79.76	+43.5%	COM	883556102
DUK	DUKE ENERGY CORP NEW	350,950	$25M	0.1%	$41.83	+2.0%	COM NEW	26441C204
—	KRAFT FOODS GROUP INC	439,289	$24.64M	0.1%	$55.79	—	COM	50076Q106
WDAY	WORKDAY INC	267,413	$24.45M	0.1%	$62.77	+51.7%	CL A	98138H101
DHR	DANAHER CORP DEL	320,096	$24.01M	0.1%	$25.07	+22.8%	COM	235851102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	473,488	$23.96M	0.1%	$37.11	+19.4%	CL A	192446102
KIM	KIMCO RLTY CORP	1,084,553	$23.73M	0.1%	$12.60	-3.8%	COM	49446R109
DGX	QUEST DIAGNOSTICS INC	405,125	$23.46M	0.1%	$44.63	-5.4%	COM	74834L100
EMR	EMERSON ELEC CO	349,250	$23.33M	0.1%	$40.02	+19.4%	COM	291011104
PNC	PNC FINL SVCS GROUP INC	265,426	$23.09M	0.1%	$47.38	+19.9%	COM	693475105
UAA	UNDER ARMOUR INC	199,278	$22.84M	0.1%	$14.57	+79.4%	CL A	904311107
PSX	PHILLIPS 66	292,000	$22.5M	0.1%	$40.44	+23.2%	COM	718546104
HAIN	HAIN CELESTIAL GROUP INC	245,139	$22.42M	0.1%	$32.22	+41.4%	COM	405217100
GM	GENERAL MTRS CO	647,700	$22.29M	0.1%	$25.23	+8.7%	COM	37045V100
COF	CAPITAL ONE FINL CORP	284,550	$21.96M	0.1%	$47.00	+26.2%	COM	14040H105
LMT	LOCKHEED MARTIN CORP	134,100	$21.89M	0.1%	$71.94	+57.6%	COM	539830109
NXPI	NXP SEMICONDUCTORS N V	474,620	$21.8M	0.1%	$26.01	+78.2%	COM	N6596X109
MSTR	MICROSTRATEGY INC	188,577	$21.76M	0.1%	$9.35	+33.5%	CL A NEW	594972408
MS	MORGAN STANLEY	697,411	$21.74M	0.1%	$17.47	+29.9%	COM NEW	617446448
NVDA	NVIDIA CORP	1,212,490	$21.72M	0.1%	$0.32	+25.8%	COM	67066G104
TJX	TJX COS INC NEW	353,350	$21.43M	0.1%	$20.82	+23.7%	COM	872540109
—	ANADARKO PETE CORP	250,250	$21.21M	0.1%	$85.93	—	COM	032511107
BAX	BAXTER INTL INC	285,722	$21.02M	0.1%	$30.42	-0.2%	COM	071813109
MCK	MCKESSON CORP	118,003	$20.84M	0.1%	$101.60	+57.6%	COM	58155Q103
KMB	KIMBERLY CLARK CORP	188,500	$20.78M	0.1%	$63.06	+10.0%	COM	494368103
NEE	NEXTERA ENERGY INC	216,427	$20.7M	0.1%	$14.20	+16.6%	COM	65339F101
D	DOMINION RES INC VA NEW	288,900	$20.51M	0.1%	$34.53	+20.0%	COM	25746U109
MCHP	MICROCHIP TECHNOLOGY INC	421,917	$20.15M	0.1%	$13.98	+27.0%	COM	595017104
—	ANSYS INC	260,095	$20.03M	0.1%	$73.10	—	COM	03662Q105
—	MAXIM INTEGRATED PRODS INC	602,406	$19.95M	0.1%	$27.98	—	COM	57772K101
LYB	LYONDELLBASELL INDUSTRIES N	223,970	$19.92M	0.1%	$33.91	+33.8%	SHS - A -	N53745100
TGT	TARGET CORP	328,992	$19.91M	0.1%	$47.71	-12.7%	COM	87612E106
BK	BANK NEW YORK MELLON CORP	563,900	$19.9M	0.1%	$21.22	+16.7%	COM	064058100
—	HOSPITALITY PPTYS TR	686,349	$19.71M	0.1%	$27.24	—	COM SH BEN INT	44106M102
—	REGAL ENTMT GROUP	1,054,753	$19.7M	0.1%	$17.97	—	CL A	758766109
—	BLACKROCK INC	62,350	$19.61M	0.1%	$257.07	—	COM	09247X101
PRU	PRUDENTIAL FINL INC	230,050	$19.47M	0.1%	$38.68	+35.1%	COM	744320102
SO	SOUTHERN CO	441,390	$19.39M	0.1%	$26.69	-5.3%	COM	842587107
RIG	TRANSOCEAN LTD	465,433	$19.24M	0.1%	$48.74	-10.8%	REG SHS	H8817H100
MAC	MACERICH CO	307,475	$19.16M	0.1%	$59.77	—	COM	554382101
—	TIME WARNER CABLE INC	137,850	$18.91M	0.1%	$112.48	—	COM	88732J207
—	AVON PRODS INC	1,290,924	$18.9M	0.1%	$19.16	—	COM	054303102
ADP	AUTOMATIC DATA PROCESSING IN	239,350	$18.49M	0.1%	$45.09	+16.3%	COM	053015103
CMI	CUMMINS INC	123,294	$18.37M	0.1%	$81.77	+23.9%	COM	231021106
—	DIRECTV	235,350	$17.98M	0.1%	$61.62	—	COM	25490A309
—	ACTAVIS PLC	86,600	$17.84M	0.1%	$168.01	—	SHS	G0083B108
—	HARMAN INTL INDS INC	167,126	$17.78M	0.1%	$54.20	—	COM	413086109
ETN	EATON CORP PLC	236,108	$17.74M	0.1%	$46.59	+18.8%	SHS	G29183103
GD	GENERAL DYNAMICS CORP	161,642	$17.61M	0.1%	$56.44	+41.9%	COM	369550108
TROW	PRICE T ROWE GROUP INC	212,789	$17.52M	0.1%	$47.69	+10.2%	COM	74144T108
—	FARO TECHNOLOGIES INC	327,215	$17.34M	0.1%	$38.65	—	COM	311642102
—	TWO HBRS INVT CORP	1,683,697	$17.26M	0.1%	$9.86	—	COM	90187B101
—	ULTIMATE SOFTWARE GROUP INC	125,570	$17.2M	0.1%	$117.29	—	COM	90385D107
—	COVIDIEN PLC	231,898	$17.08M	0.1%	$62.84	—	SHS	G2554F113
FCX	FREEPORT-MCMORAN COPPER & GO	515,900	$17.06M	0.1%	$24.55	+15.9%	COM	35671D857
—	MFA FINL INC	2,196,413	$17.02M	0.1%	$7.69	—	COM	55272X102
—	CBS CORP NEW	274,150	$16.94M	0.1%	$48.87	—	CL B	124857202
—	VIACOM INC NEW	198,662	$16.88M	0.1%	$68.05	—	CL B	92553P201
PKG	PACKAGING CORP AMER	238,506	$16.78M	0.1%	$32.81	+46.7%	COM	695156109
—	YAHOO INC	466,450	$16.75M	0.1%	$25.11	—	COM	984332106
DE	DEERE & CO	184,005	$16.71M	0.1%	$68.04	+3.0%	COM	244199105
YUM	YUM BRANDS INC	220,000	$16.59M	0.1%	$38.97	+7.9%	COM	988498101
—	NATIONAL OILWELL VARCO INC	212,973	$16.58M	0.1%	$69.08	—	COM	637071101
—	NEW YORK CMNTY BANCORP INC	1,031,040	$16.57M	0.1%	$14.03	—	COM	649445103
ECL	ECOLAB INC	152,877	$16.51M	0.1%	$73.48	+25.1%	COM	278865100
PSMT	PRICESMART INC	163,585	$16.51M	0.1%	$74.69	+16.8%	COM	741511109
—	ARUBA NETWORKS INC	872,260	$16.36M	0.1%	$15.36	—	COM	043176106
—	APACHE CORP	196,150	$16.27M	0.1%	$83.88	—	COM	037411105
GIS	GENERAL MLS INC	310,250	$16.08M	0.1%	$31.98	+3.1%	COM	370334104
DAL	DELTA AIR LINES INC DEL	461,312	$15.98M	0.1%	$17.59	+59.0%	COM NEW	247361702
—	KATE SPADE & CO	429,107	$15.92M	0.1%	$37.09	—	COM	485865109
ARCO	ARCOS DORADOS HOLDINGS INC	1,576,901	$15.9M	0.1%	$10.94	-26.4%	SHS CLASS -A -	G0457F107
ITW	ILLINOIS TOOL WKS INC	194,150	$15.79M	0.1%	$49.85	+22.9%	COM	452308109
—	ALEXION PHARMACEUTICALS INC	102,980	$15.67M	0.1%	$92.23	—	COM	015351109
—	JOHNSON CTLS INC	329,900	$15.61M	0.1%	$35.79	—	COM	478366107
—	B/E AEROSPACE INC	177,912	$15.44M	0.1%	$63.08	—	COM	073302101
—	RAYTHEON CO	156,250	$15.44M	0.1%	$66.12	—	COM NEW	755111507
—	COLONY FINL INC	702,693	$15.42M	0.1%	$21.95	—	COM	19624R106
CGNX	COGNEX CORP	454,571	$15.39M	0.1%	$10.57	+62.3%	COM	192422103
—	AMERICAN CAMPUS CMNTYS INC	410,981	$15.35M	0.1%	$37.35	—	COM	024835100
ADBE	ADOBE SYS INC	230,750	$15.17M	0.1%	$44.30	+44.8%	COM	00724F101
—	VINCE HLDG CORP	568,496	$14.98M	0.1%	$28.64	—	COM	92719W108
NSC	NORFOLK SOUTHERN CORP	154,064	$14.97M	0.1%	$57.67	+23.8%	COM	655844108
—	KANSAS CITY SOUTHERN	146,575	$14.96M	0.1%	$108.72	—	COM NEW	485170302
IVZ	INVESCO LTD	403,664	$14.94M	0.1%	$18.88	+10.5%	SHS	G491BT108
—	CEPHEID	289,446	$14.93M	0.1%	$40.85	—	COM	15670R107
—	STARWOOD HOTELS&RESORTS WRLD	186,582	$14.85M	0.1%	$63.19	—	COM	85590A401
MKTX	MARKETAXESS HLDGS INC	250,210	$14.82M	0.1%	$43.11	+28.1%	COM	57060D108
—	CORE LABORATORIES N V	74,507	$14.79M	0.1%	$151.66	—	COM	N22717107
BFH	ALLIANCE DATA SYSTEMS CORP	54,232	$14.78M	0.1%	$121.89	+52.2%	COM	018581108
AVY	AVERY DENNISON CORP	290,658	$14.73M	0.1%	$33.36	+18.5%	COM	053611109
—	WINDSTREAM HLDGS INC	1,785,876	$14.71M	0.1%	$8.00	—	COM	97382A101
SAM	BOSTON BEER INC	59,533	$14.57M	0.1%	$210.23	+8.4%	CL A	100557107
CSX	CSX CORP	501,367	$14.53M	0.1%	$6.66	+15.1%	COM	126408103
—	WABCO HLDGS INC	136,130	$14.37M	0.1%	$84.26	—	COM	92927K102
AFL	AFLAC INC	227,370	$14.33M	0.1%	$20.11	+19.3%	COM	001055102
EXC	EXELON CORP	426,000	$14.3M	0.1%	$15.41	-10.4%	COM	30161N101
—	FIREEYE INC	231,394	$14.25M	0.1%	$43.61	—	COM	31816Q101
ADM	ARCHER DANIELS MIDLAND CO	327,100	$14.19M	0.1%	$23.37	+25.5%	COM	039483102
—	BB&T CORP	353,150	$14.19M	0.1%	$33.96	—	COM	054937107
WMB	WILLIAMS COS INC DEL	340,100	$13.8M	0.1%	$18.03	+16.1%	COM	969457100
BANC	BANC CALIF INC	1,078,250	$13.79M	0.1%	$10.14	-6.3%	COM	05990K106
—	DISCOVER FINL SVCS	233,900	$13.61M	0.1%	$47.64	—	COM	254709108
—	DISCOVERY COMMUNICATNS NEW	164,000	$13.56M	0.1%	$77.20	—	COM SER A	25470F104
KEY	KEYCORP NEW	949,392	$13.52M	0.1%	$6.48	+32.1%	COM	493267108
—	AETNA INC NEW	180,209	$13.51M	0.1%	$63.54	—	COM	00817Y108
MRSH	MARSH & MCLENNAN COS INC	272,400	$13.43M	0.1%	$31.19	+24.4%	COM	571748102
—	PIONEER NAT RES CO	71,151	$13.31M	0.1%	$146.66	—	COM	723787107
PPG	PPG INDS INC	68,808	$13.31M	0.1%	$59.61	+29.5%	COM	693506107
NOC	NORTHROP GRUMMAN CORP	107,700	$13.29M	0.1%	$62.64	+55.1%	COM	666807102
WAB	WABTEC CORP	167,766	$13M	0.1%	$49.35	+45.3%	COM	929740108
PII	POLARIS INDS INC	92,607	$12.94M	0.1%	$112.28	+20.2%	COM	731068102
ROK	ROCKWELL AUTOMATION INC	102,667	$12.79M	0.1%	$67.49	+39.0%	COM	773903109
MPC	MARATHON PETE CORP	146,400	$12.74M	0.1%	$27.55	+11.5%	COM	56585A102
DVN	DEVON ENERGY CORP NEW	190,250	$12.73M	0.1%	$37.02	+12.6%	COM	25179M103
—	NOBLE ENERGY INC	178,850	$12.71M	0.1%	$60.04	—	COM	655044105
—	FEI CO	122,987	$12.67M	0.1%	$72.99	—	COM	30241L109
—	AON PLC	149,650	$12.61M	0.1%	$64.35	—	SHS CL A	G0408V102
APD	AIR PRODS & CHEMS INC	105,150	$12.52M	0.1%	$61.55	+28.8%	COM	009158106
MU	MICRON TECHNOLOGY INC	527,050	$12.47M	0.1%	$11.14	+108.1%	COM	595112103
—	ENVESTNET INC	307,772	$12.37M	0.1%	$34.42	—	COM	29404K106
—	MARATHON OIL CORP	346,300	$12.3M	0.1%	$34.58	—	COM	565849106
CAH	CARDINAL HEALTH INC	175,772	$12.3M	0.1%	$32.61	+54.8%	COM	14149Y108
—	SPECTRA ENERGY CORP	332,950	$12.3M	0.1%	$34.46	—	COM	847560109
—	CROWN CASTLE INTL CORP	166,000	$12.25M	0.1%	$72.52	—	COM	228227104
GGG	GRACO INC	161,808	$12.09M	0.1%	$20.30	+4.6%	COM	384109104
—	BROADCOM CORP	382,493	$12.04M	0.0%	$33.39	—	CL A	111320107
IPGP	IPG PHOTONICS CORP	168,939	$12.01M	0.0%	$61.08	+15.0%	COM	44980X109
—	FOREST LABS INC	130,086	$12M	0.0%	$41.01	—	COM	345838106
BWA	BORGWARNER INC	194,666	$11.97M	0.0%	$34.26	+25.5%	COM	099724106
SYK	STRYKER CORP	146,600	$11.94M	0.0%	$57.00	+21.1%	COM	863667101
PCAR	PACCAR INC	176,000	$11.87M	0.0%	$21.67	+22.6%	COM	693718108
—	MWI VETERINARY SUPPLY INC	76,231	$11.86M	0.0%	$154.23	—	COM	55402X105
HEI	HEICO CORP NEW	195,426	$11.76M	0.0%	$19.62	+51.5%	COM	422806109
REGN	REGENERON PHARMACEUTICALS	39,150	$11.76M	0.0%	$232.40	+31.8%	COM	75886F107
MSM	MSC INDL DIRECT INC	135,780	$11.75M	0.0%	$80.58	+5.7%	CL A	553530106
—	DSW INC	323,990	$11.62M	0.0%	$59.06	—	CL A	23334L102
CME	CME GROUP INC	156,800	$11.61M	0.0%	$39.31	+20.4%	COM	12572Q105
—	ENDOLOGIX INC	899,750	$11.58M	0.0%	$13.26	—	COM	29266S106
—	ROCKET FUEL INC	269,639	$11.56M	0.0%	$51.03	—	COM	773111109
DOV	DOVER CORP	141,183	$11.54M	0.0%	$39.99	+25.8%	COM	260003108
WT	WISDOMTREE INVTS INC	869,026	$11.4M	0.0%	$13.67	+11.8%	COM	97717P104
ICE	INTERCONTINENTALEXCHANGE GRO	57,119	$11.3M	0.0%	$35.28	+2.8%	COM	45866F104
—	HESS CORP	135,800	$11.26M	0.0%	$66.49	—	COM	42809H107
QLYS	QUALYS INC	441,994	$11.24M	0.0%	$12.98	+107.8%	COM	74758T303
BDX	BECTON DICKINSON & CO	95,850	$11.22M	0.0%	$78.11	+17.0%	COM	075887109
KMI	KINDER MORGAN INC DEL	345,350	$11.22M	0.0%	$20.56	-10.3%	COM	49456B101
KR	KROGER CO	256,650	$11.2M	0.0%	$13.44	+18.3%	COM	501044101
—	HEALTH NET INC	328,212	$11.16M	0.0%	$30.66	—	COM	42222G108
INTU	INTUIT	140,800	$10.94M	0.0%	$54.63	+26.7%	COM	461202103
—	CHUBB CORP	122,450	$10.94M	0.0%	$84.65	—	COM	171232101
SRE	SEMPRA ENERGY	112,900	$10.92M	0.0%	$27.62	+16.6%	COM	816851109
BEN	FRANKLIN RES INC	200,550	$10.87M	0.0%	$29.22	+10.0%	COM	354613101
VFC	V F CORP	175,476	$10.86M	0.0%	$49.70	+13.3%	COM	918204108
M	MACYS INC	183,100	$10.86M	0.0%	$46.44	+19.7%	COM	55616P104
—	MONSTER BEVERAGE CORP	156,163	$10.85M	0.0%	$60.92	—	COM	611740101
—	SUNTRUST BKS INC	265,600	$10.57M	0.0%	$31.57	—	COM	867914103
SYY	SYSCO CORP	290,600	$10.5M	0.0%	$24.42	+6.9%	COM	871829107
PRLB	PROTO LABS INC	154,959	$10.49M	0.0%	$74.88	-0.7%	COM	743713109
NFLX	NETFLIX INC	29,700	$10.46M	0.0%	$3.06	+87.3%	COM	64110L106
PPL	PPL CORP	313,350	$10.38M	0.0%	$16.37	+4.3%	COM	69351T106
PRGO	PERRIGO CO PLC	66,400	$10.27M	0.0%	$157.83	0.0%	SHS	G97822103
—	MCGRAW HILL FINL INC	134,700	$10.26M	0.0%	$53.31	—	COM	580645109
—	JACOBS ENGR GROUP INC DEL	160,928	$10.22M	0.0%	$55.44	—	COM	469814107
TYL	TYLER TECHNOLOGIES INC	122,084	$10.22M	0.0%	$76.97	+25.4%	COM	902252105
MAR	MARRIOTT INTL INC NEW	179,385	$10.05M	0.0%	$36.65	+25.2%	CL A	571903202
IP	INTL PAPER CO	218,050	$10M	0.0%	$25.91	+5.1%	COM	460146103
PCG	PG&E CORP	227,400	$9.824M	0.0%	$38.78	-4.8%	COM	69331C108
FITB	FIFTH THIRD BANCORP	423,000	$9.708M	0.0%	$11.49	+27.2%	COM	316773100
—	HMS HLDGS CORP	509,568	$9.707M	0.0%	$23.30	—	COM	40425J101
A	AGILENT TECHNOLOGIES INC	171,701	$9.601M	0.0%	$27.97	+33.5%	COM	00846U101
PEG	PUBLIC SVC ENTERPRISE GROUP	251,550	$9.594M	0.0%	$21.73	+4.4%	COM	744573106
GTLS	CHART INDS INC	119,817	$9.531M	0.0%	$87.41	-1.5%	COM PAR $0.01	16115Q308
—	CENTURYLINK INC	289,994	$9.523M	0.0%	$35.35	—	COM	156700106
MIDD	MIDDLEBY CORP	35,909	$9.487M	0.0%	$85.12	+2.5%	COM	596278101
—	CHESAPEAKE ENERGY CORP	9,196,000	$9.443M	0.0%	$0.95	—	NOTE 2.500% 5/1	165167BZ9
—	DELPHI AUTOMOTIVE PLC	138,500	$9.399M	0.0%	$50.69	—	SHS	G27823106
OMC	OMNICOM GROUP INC	128,300	$9.315M	0.0%	$40.69	+22.2%	COM	681919106
—	TWITTER INC	198,262	$9.252M	0.0%	$58.91	—	COM	90184L102
GNW	GENWORTH FINL INC	520,580	$9.229M	0.0%	$10.49	+53.1%	COM CL A	37247D106
MUR	MURPHY OIL CORP	146,707	$9.223M	0.0%	$34.50	+12.8%	COM	626717102
—	ST JUDE MED INC	140,950	$9.217M	0.0%	$46.07	—	COM	790849103
EIX	EDISON INTL	162,077	$9.175M	0.0%	$30.71	+3.1%	COM	281020107
—	SANDISK CORP	112,814	$9.159M	0.0%	$61.11	—	COM	80004C101
AME	AMETEK INC NEW	176,892	$9.108M	0.0%	$40.57	+17.8%	COM	031100100
WM	WASTE MGMT INC DEL	214,750	$9.035M	0.0%	$30.75	+6.5%	COM	94106L109
ARMK	ARAMARK HLDGS CORP	311,689	$9.014M	0.0%	$15.25	+10.0%	COM	03852U106
—	NORTHSTAR RLTY FIN CORP	557,286	$8.995M	0.0%	$10.11	—	COM	66704R100
AZO	AUTOZONE INC	16,700	$8.97M	0.0%	$407.86	+27.2%	COM	053332102
MTB	M & T BK CORP	73,431	$8.907M	0.0%	$74.62	+11.5%	COM	55261F104
BSX	BOSTON SCIENTIFIC CORP	658,018	$8.896M	0.0%	$8.48	+54.7%	COM	101137107
PH	PARKER HANNIFIN CORP	74,050	$8.865M	0.0%	$75.97	+29.6%	COM	701094104
CMA	COMERICA INC	169,391	$8.774M	0.0%	$24.28	+29.8%	COM	200340107
CMG	CHIPOTLE MEXICAN GRILL INC	15,412	$8.755M	0.0%	$7.17	+53.7%	COM	169656105
VRTX	VERTEX PHARMACEUTICALS INC	123,343	$8.723M	0.0%	$78.97	+0.3%	COM	92532F100
HUM	HUMANA INC	76,500	$8.623M	0.0%	$71.14	+33.1%	COM	444859102
EL	LAUDER ESTEE COS INC	127,678	$8.539M	0.0%	$58.20	+2.7%	CL A	518439104
WY	WEYERHAEUSER CO	290,450	$8.525M	0.0%	$18.71	+1.7%	COM	962166104
VSAT	VIASAT INC	122,369	$8.449M	0.0%	$66.72	-2.6%	COM	92552V100
ZTS	ZOETIS INC	291,656	$8.441M	0.0%	$29.31	-5.1%	CL A	98978V103
MOS	MOSAIC CO NEW	168,450	$8.423M	0.0%	$44.34	-15.4%	COM	61945C103
SHW	SHERWIN WILLIAMS CO	42,418	$8.362M	0.0%	$53.45	+7.9%	COM	824348106
—	MICHAEL KORS HLDGS LTD	89,589	$8.356M	0.0%	$81.20	—	SHS	G60754101
VMC	VULCAN MATLS CO	125,493	$8.34M	0.0%	$46.49	+25.1%	COM	929160109
ADI	ANALOG DEVICES INC	155,300	$8.253M	0.0%	$34.33	+14.3%	COM	032654105
CCL	CARNIVAL CORP	217,700	$8.242M	0.0%	$27.66	+19.6%	PAIRED CTF	143658300
LUV	SOUTHWEST AIRLS CO	348,800	$8.235M	0.0%	$11.95	+60.5%	COM	844741108
—	NETSUITE INC	86,403	$8.194M	0.0%	$91.74	—	COM	64118Q107
DG	DOLLAR GEN CORP NEW	146,400	$8.122M	0.0%	$45.09	+12.2%	COM	256677105
—	IMPERVA INC	145,352	$8.096M	0.0%	$44.10	—	COM	45321L100
—	SOUTHWESTERN ENERGY CO	175,300	$8.066M	0.0%	$36.64	—	COM	845467109
—	KELLOGG CO	127,600	$8.002M	0.0%	$38.94	-3.6%	COM	487836108
NUE	NUCOR CORP	158,200	$7.995M	0.0%	$32.41	+15.7%	COM	670346105
—	NOVADAQ TECHNOLOGIES INC	357,813	$7.972M	0.0%	$22.28	—	COM	66987G102
ZBH	ZIMMER HLDGS INC	84,150	$7.959M	0.0%	$67.35	+24.1%	COM	98956P102
ORLY	O REILLY AUTOMOTIVE INC NEW	52,850	$7.842M	0.0%	$7.19	+32.6%	COM	67103H107
RF	REGIONS FINL CORP NEW	705,300	$7.836M	0.0%	$5.84	+21.2%	COM	7591EP100
ED	CONSOLIDATED EDISON INC	145,500	$7.806M	0.0%	$37.50	-6.7%	COM	209115104
HSY	HERSHEY CO	74,550	$7.783M	0.0%	$65.69	+17.5%	COM	427866108
FIS	FIDELITY NATL INFORMATION SV	144,450	$7.721M	0.0%	$34.36	+26.6%	COM	31620M106
GWW	GRAINGER W W INC	30,400	$7.681M	0.0%	$202.34	+1.6%	COM	384802104
UNFI	UNITED NAT FOODS INC	107,736	$7.64M	0.0%	$51.91	+37.3%	COM	911163103
ROST	ROSS STORES INC	106,750	$7.638M	0.0%	$28.26	+11.6%	COM	778296103
SF	STIFEL FINL CORP	152,490	$7.588M	0.0%	$20.11	+40.2%	COM	860630102
XEL	XCEL ENERGY INC	247,600	$7.517M	0.0%	$19.78	+0.6%	COM	98389B100
COR	AMERISOURCEBERGEN CORP	113,850	$7.467M	0.0%	$38.92	+26.6%	COM	03073E105
—	SVB FINL GROUP	57,866	$7.452M	0.0%	$83.32	—	COM	78486Q101
MCO	MOODYS CORP	93,450	$7.412M	0.0%	$53.10	+30.4%	COM	615369105
KMX	CARMAX INC	158,371	$7.411M	0.0%	$45.40	+2.9%	COM	143130102
ROP	ROPER INDS INC NEW	55,504	$7.41M	0.0%	$113.55	+11.6%	COM	776696106
—	RSP PERMIAN INC	256,202	$7.402M	0.0%	$28.89	—	COM	74978Q105
AMCX	AMC NETWORKS INC	100,858	$7.372M	0.0%	$64.64	+8.1%	CL A	00164V103
—	INGERSOLL-RAND PLC	128,450	$7.352M	0.0%	$55.52	—	SHS	G47791101
HOG	HARLEY DAVIDSON INC	109,300	$7.28M	0.0%	$54.04	+22.4%	COM	412822108
—	BED BATH & BEYOND INC	105,800	$7.279M	0.0%	$70.90	—	COM	075896100
EQT	EQT CORP	75,000	$7.273M	0.0%	$37.67	+26.9%	COM	26884L109
NTRS	NORTHERN TR CORP	110,800	$7.264M	0.0%	$40.41	+12.7%	COM	665859104
—	MELLANOX TECHNOLOGIES LTD	184,894	$7.235M	0.0%	$48.90	—	SHS	M51363113
MSI	MOTOROLA SOLUTIONS INC	112,274	$7.218M	0.0%	$47.42	+13.1%	COM NEW	620076307
APH	AMPHENOL CORP NEW	78,600	$7.204M	0.0%	$8.50	+17.1%	CL A	032095101
—	XILINX INC	132,600	$7.196M	0.0%	$39.73	—	COM	983919101
CF	CF INDS HLDGS INC	27,600	$7.194M	0.0%	$26.73	+31.8%	COM	125269100
FISV	FISERV INC	126,450	$7.168M	0.0%	$24.44	+17.1%	COM	337738108
—	NORTHEAST UTILS	156,700	$7.13M	0.0%	$42.02	—	COM	664397106
CTRA	CABOT OIL & GAS CORP	209,800	$7.108M	0.0%	$25.98	+2.9%	COM	127097103
FE	FIRSTENERGY CORP	208,000	$7.078M	0.0%	$24.57	-21.7%	COM	337932107
—	BLACKROCK BUILD AMER BD TR	347,200	$7.026M	0.0%	$18.93	—	SHS	09248X100
NBIS	YANDEX N V	228,495	$6.899M	0.0%	$28.44	—	SHS CLASS A	N97284108
—	ALCOA INC	535,450	$6.891M	0.0%	$7.88	—	COM	013817101
—	L BRANDS INC	121,200	$6.882M	0.0%	$49.49	—	COM	501797104
—	SYMANTEC CORP	343,550	$6.861M	0.0%	$22.47	—	COM	871503108
PAYX	PAYCHEX INC	161,000	$6.859M	0.0%	$25.04	+17.8%	COM	704326107
—	COACH INC	137,950	$6.851M	0.0%	$57.06	—	COM	189754104
SWK	STANLEY BLACK & DECKER INC	83,862	$6.813M	0.0%	$57.11	+4.0%	COM	854502101
MAT	MATTEL INC	169,100	$6.783M	0.0%	$44.71	-11.2%	COM	577081102
—	KEURIG GREEN MTN INC	64,200	$6.779M	0.0%	$105.59	—	COM	49271M100
RRC	RANGE RES CORP	81,350	$6.75M	0.0%	$76.33	+11.5%	COM	75281A109
—	PREMIER INC	204,542	$6.739M	0.0%	$36.76	—	CL A	74051N102
L	LOEWS CORP	152,100	$6.7M	0.0%	$42.08	+0.3%	COM	540424108
—	CAMERON INTERNATIONAL CORP	108,006	$6.672M	0.0%	$61.16	—	COM	13342B105
LNC	LINCOLN NATL CORP IND	131,000	$6.638M	0.0%	$22.61	+48.0%	COM	534187109
GPC	GENUINE PARTS CO	76,400	$6.635M	0.0%	$54.12	+11.0%	COM	372460105
PGR	PROGRESSIVE CORP OHIO	272,453	$6.599M	0.0%	$17.04	+0.6%	COM	743315103
DTE	DTE ENERGY CO	88,000	$6.538M	0.0%	$38.28	+3.1%	COM	233331107
EMN	EASTMAN CHEM CO	75,700	$6.526M	0.0%	$47.81	+19.1%	COM	277432100
CAG	CONAGRA FOODS INC	208,900	$6.482M	0.0%	$17.69	-9.3%	COM	205887102
—	BARD C R INC	43,561	$6.446M	0.0%	$108.99	—	COM	067383109
—	CHESAPEAKE ENERGY CORP	251,550	$6.445M	0.0%	$20.38	—	COM	165167107
—	JUNIPER NETWORKS INC	248,950	$6.413M	0.0%	$19.31	—	COM	48203R104
EPAM	EPAM SYS INC	194,052	$6.384M	0.0%	$24.65	+54.2%	COM	29414B104
—	H & E EQUIPMENT SERVICES INC	155,956	$6.308M	0.0%	$21.07	—	COM	404030108
—	NIELSEN HOLDINGS N V	141,200	$6.302M	0.0%	$38.65	—	COM	N63218106
PFG	PRINCIPAL FINL GROUP INC	136,550	$6.28M	0.0%	$23.49	+27.3%	COM	74251V102
BPOP	POPULAR INC	202,433	$6.273M	0.0%	$23.09	-7.1%	COM NEW	733174700
—	XEROX CORP	553,400	$6.253M	0.0%	$9.07	—	COM	984121103
FLR	FLUOR CORP NEW	79,650	$6.191M	0.0%	$53.56	+29.2%	COM	343412102
—	FLEETMATICS GROUP PLC	184,496	$6.172M	0.0%	$36.63	—	COM	G35569105
—	FMC TECHNOLOGIES INC	117,290	$6.133M	0.0%	$55.68	—	COM	30249U101
OKE	ONEOK INC NEW	103,300	$6.121M	0.0%	$19.85	+44.3%	COM	682680103
NTAP	NETAPP INC	164,856	$6.083M	0.0%	$26.74	+12.8%	COM	64110D104
DVA	DAVITA HEALTHCARE PARTNERS I	87,850	$6.048M	0.0%	$59.74	+11.2%	COM	23918K108
ETR	ENTERGY CORP NEW	88,700	$5.93M	0.0%	$20.57	-4.5%	COM	29364G103
SHOO	MADDEN STEVEN LTD	164,494	$5.919M	0.0%	$18.53	+7.9%	COM	556269108
TSN	TYSON FOODS INC	133,550	$5.878M	0.0%	$18.99	+53.9%	CL A	902494103
—	FRANKS INTL N V	236,271	$5.855M	0.0%	$29.93	—	COM	N33462107
—	SIGMA ALDRICH CORP	62,376	$5.825M	0.0%	$80.36	—	COM	826552101
PVH	PVH CORP	46,484	$5.8M	0.0%	$114.64	+5.6%	COM	693656100
NEM	NEWMONT MINING CORP	247,350	$5.798M	0.0%	$25.34	-27.3%	COM	651639106
—	SPX CORP	58,736	$5.774M	0.0%	$72.61	—	COM	784635104
WHR	WHIRLPOOL CORP	38,500	$5.754M	0.0%	$121.27	+19.4%	COM	963320106
HP	HELMERICH & PAYNE INC	53,450	$5.749M	0.0%	$61.57	+51.0%	COM	423452101
KLAC	KLA-TENCOR CORP	82,750	$5.721M	0.0%	$33.95	+21.1%	COM	482480100
—	ALTERA CORP	157,800	$5.719M	0.0%	$32.99	—	COM	021441100
—	LINEAR TECHNOLOGY CORP	117,200	$5.706M	0.0%	$36.98	—	COM	535678106
KSS	KOHLS CORP	100,050	$5.683M	0.0%	$49.51	+8.3%	COM	500255104
CLX	CLOROX CO DEL	64,550	$5.681M	0.0%	$60.04	+4.4%	COM	189054109
—	COCA COLA ENTERPRISES INC NE	118,100	$5.64M	0.0%	$35.16	—	COM	19122T109
—	INTERCEPT PHARMACEUTICALS IN	17,023	$5.614M	0.0%	$329.79	—	COM	45845P108
—	DENBURY RES INC	340,209	$5.579M	0.0%	$17.32	—	COM NEW	247916208
ADSK	AUTODESK INC	112,900	$5.552M	0.0%	$37.52	+38.1%	COM	052769106
NI	NISOURCE INC	156,000	$5.543M	0.0%	$7.81	+19.6%	COM	65473P105
—	HOLLYSYS AUTOMATION TECHNOLO	251,360	$5.414M	0.0%	$12.63	—	SHS	G45667105
—	CA INC	174,439	$5.402M	0.0%	$28.86	—	COM	12673P105
DLTR	DOLLAR TREE INC	103,400	$5.395M	0.0%	$48.73	+9.2%	COM	256746108
WYNN	WYNN RESORTS LTD	24,269	$5.392M	0.0%	$107.37	+70.8%	COM	983134107
FLS	FLOWSERVE CORP	68,400	$5.358M	0.0%	$43.03	+42.8%	COM	34354P105
—	ROCKWELL COLLINS INC	67,100	$5.346M	0.0%	$63.41	—	COM	774341101
—	DR PEPPER SNAPPLE GROUP INC	98,050	$5.34M	0.0%	$45.93	—	COM	26138E109
CMC	COMMERCIAL METALS CO	280,629	$5.299M	0.0%	$11.15	+34.8%	COM	201723103
DKS	DICKS SPORTING GOODS INC	96,826	$5.287M	0.0%	$36.98	+8.9%	COM	253393102
KMT	KENNAMETAL INC	118,860	$5.266M	0.0%	$28.75	+15.9%	COM	489170100
—	CITRIX SYS INC	91,350	$5.246M	0.0%	$60.33	—	COM	177376100
—	WISCONSIN ENERGY CORP	112,200	$5.223M	0.0%	$40.99	—	COM	976657106
FIVE	FIVE BELOW INC	122,593	$5.208M	0.0%	$37.25	+3.1%	COM	33829M101
AKAM	AKAMAI TECHNOLOGIES INC	88,700	$5.163M	0.0%	$41.83	+32.0%	COM	00971T101
NRG	NRG ENERGY INC	161,600	$5.139M	0.0%	$20.48	+8.0%	COM NEW	629377508
—	INTERNATIONAL SPEEDWAY CORP	150,670	$5.121M	0.0%	$31.65	—	CL A	460335201
FMC	F M C CORP	66,050	$5.057M	0.0%	$40.72	+24.1%	COM NEW	302491303
CNP	CENTERPOINT ENERGY INC	213,050	$5.047M	0.0%	$15.27	+1.6%	COM	15189T107
—	L-3 COMMUNICATIONS HLDGS INC	42,650	$5.039M	0.0%	$85.73	—	COM	502424104
SJM	SMUCKER J M CO	51,450	$5.003M	0.0%	$70.84	-3.0%	COM NEW	832696405
TRIP	TRIPADVISOR INC	55,150	$4.996M	0.0%	$51.14	+58.5%	COM	896945201
—	RED HAT INC	94,150	$4.988M	0.0%	$47.82	—	COM	756577102
AEE	AMEREN CORP	120,550	$4.967M	0.0%	$23.26	+14.1%	COM	023608102
AAL	AMERICAN AIRLS GROUP INC	135,579	$4.962M	0.0%	$21.96	+46.1%	COM	02376R102
—	FIRST NIAGARA FINL GP INC	522,334	$4.936M	0.0%	$10.29	—	COM	33582V108
TSCO	TRACTOR SUPPLY CO	69,300	$4.895M	0.0%	$11.95	0.0%	COM	892356106
—	PALL CORP	54,600	$4.885M	0.0%	$66.44	—	COM	696429307
—	STERICYCLE INC	42,300	$4.806M	0.0%	$110.43	—	COM	858912108
TREX	TREX CO INC	65,508	$4.793M	0.0%	$5.86	+52.6%	COM	89531P105
RL	RALPH LAUREN CORP	29,350	$4.723M	0.0%	$138.80	-7.6%	CL A	751212101
LWAY	LIFEWAY FOODS INC	321,298	$4.723M	0.0%	$15.32	-6.8%	COM	531914109
MKC	MCCORMICK & CO INC	65,150	$4.674M	0.0%	$28.19	-5.0%	COM NON VTG	579780206
ACGL	ARCH CAP GROUP LTD	81,141	$4.668M	0.0%	$16.55	+6.5%	ORD	G0450A105
—	WYNDHAM WORLDWIDE CORP	63,650	$4.661M	0.0%	$57.22	—	COM	98310W108
—	BROCADE COMMUNICATIONS SYS I	439,314	$4.661M	0.0%	$5.76	—	COM NEW	111621306
CX	CEMEX SAB DE CV	368,800	$4.658M	0.0%	$10.71	—	SPON ADR NEW	151290889
—	ORIENT-EXPRESS HOTELS LTD	319,587	$4.605M	0.0%	$12.25	—	CL A	G67743107
RSG	REPUBLIC SVCS INC	134,350	$4.589M	0.0%	$26.37	+0.5%	COM	760759100
WAT	WATERS CORP	42,300	$4.586M	0.0%	$95.76	+13.2%	COM	941848103
UNM	UNUM GROUP	128,900	$4.551M	0.0%	$27.85	+22.6%	COM	91529Y106
—	CONSOL ENERGY INC	113,850	$4.548M	0.0%	$27.10	—	COM	20854P109
EA	ELECTRONIC ARTS INC	154,515	$4.483M	0.0%	$19.90	+31.0%	COM	285512109
WU	WESTERN UN CO	272,300	$4.455M	0.0%	$17.11	—	COM	959802109
JBTM	JOHN BEAN TECHNOLOGIES CORP	144,159	$4.454M	0.0%	$21.81	+31.5%	COM	477839104
—	NORDSTROM INC	71,050	$4.437M	0.0%	$59.94	—	COM	655664100
BIDU	BAIDU INC	29,115	$4.433M	0.0%	$125.01	—	SPON ADR REP A	056752108
ITUB	ITAU UNIBANCO HLDG SA	297,000	$4.413M	0.0%	$14.86	—	SPON ADR REP PFD	465562106
—	SYNOVUS FINL CORP	1,300,002	$4.407M	0.0%	$3.03	—	COM	87161C105
—	COMPUTER SCIENCES CORP	72,350	$4.4M	0.0%	$43.77	—	COM	205363104
DXPE	DXP ENTERPRISES INC NEW	46,093	$4.376M	0.0%	$64.23	+56.7%	COM NEW	233377407
JLL	JONES LANG LASALLE INC	36,810	$4.362M	0.0%	$90.31	+23.5%	COM	48020Q107
—	FREESCALE SEMICONDUCTOR LTD	178,609	$4.36M	0.0%	$14.34	—	SHS	G3727Q101
—	LEUCADIA NATL CORP	155,600	$4.357M	0.0%	$26.29	—	COM	527288104
—	VARIAN MED SYS INC	51,400	$4.317M	0.0%	$67.46	—	COM	92220P105
—	ANNIES INC	107,364	$4.315M	0.0%	$42.18	—	COM	03600T104
—	BLACK DIAMOND INC	351,870	$4.303M	0.0%	$13.33	—	COM	09202G101
—	CYTEC INDS INC	43,987	$4.293M	0.0%	$73.25	—	COM	232820100
—	XL GROUP PLC	137,150	$4.286M	0.0%	$30.32	—	SHS	G98290102
NWSA	NEWS CORP NEW	247,350	$4.259M	0.0%	$14.03	+8.3%	CL A	65249B109
—	SAFEWAY INC	114,450	$4.228M	0.0%	$23.87	—	COM NEW	786514208
—	ALERE INC	122,888	$4.222M	0.0%	$26.09	—	COM	01449J105
EXPE	EXPEDIA INC DEL	57,802	$4.191M	0.0%	$54.38	+24.6%	COM NEW	30212P303
RBC	RBC BEARINGS INC	65,480	$4.171M	0.0%	$58.70	+11.5%	COM	75524B104
—	CAREFUSION CORP	103,550	$4.165M	0.0%	$36.85	—	COM	14170T101
—	LABORATORY CORP AMER HLDGS	42,400	$4.164M	0.0%	$100.11	—	COM NEW	50540R409
NWL	NEWELL RUBBERMAID INC	138,500	$4.141M	0.0%	$16.79	+18.7%	COM	651229106
DXCM	DEXCOM INC	100,026	$4.137M	0.0%	$4.79	+115.8%	COM	252131107
—	SCRIPPS NETWORKS INTERACT IN	54,500	$4.137M	0.0%	$69.33	—	CL A COM	811065101
—	NOBLE CORP PLC	126,300	$4.135M	0.0%	$37.46	—	SHS USD	G65431101
MHK	MOHAWK INDS INC	30,350	$4.127M	0.0%	$136.56	+4.9%	COM	608190104
EFX	EQUIFAX INC	60,600	$4.123M	0.0%	$53.07	+17.1%	COM	294429105
—	CORNERSTONE ONDEMAND INC	86,113	$4.123M	0.0%	$43.29	—	COM	21925Y103
HBAN	HUNTINGTON BANCSHARES INC	413,000	$4.118M	0.0%	$4.66	+29.6%	COM	446150104
HRB	BLOCK H & R INC	136,200	$4.112M	0.0%	$18.18	+7.4%	COM	093671105
MMI	MARCUS & MILLICHAP INC	226,893	$4.048M	0.0%	$13.09	+14.0%	COM	566324109
—	PENNEY J C INC	468,612	$4.04M	0.0%	$10.00	—	COM	708160106
FFIV	F5 NETWORKS INC	37,450	$3.993M	0.0%	$76.95	+37.5%	COM	315616102
PWR	QUANTA SVCS INC	108,150	$3.991M	0.0%	$27.31	+19.9%	COM	74762E102
EXPD	EXPEDITORS INTL WASH INC	100,650	$3.989M	0.0%	$31.69	+10.8%	COM	302130109
BHP	BHP BILLITON LTD	58,650	$3.975M	0.0%	$67.77	—	SPONSORED ADR	088606108
IFF	INTERNATIONAL FLAVORS&FRAGRA	41,338	$3.955M	0.0%	$58.18	+17.0%	COM	459506101
GRMN	GARMIN LTD	71,550	$3.954M	0.0%	$25.34	+36.5%	SHS	H2906T109
EW	EDWARDS LIFESCIENCES CORP	53,300	$3.953M	0.0%	$11.84	-2.5%	COM	28176E108
—	EXAMWORKS GROUP INC	112,364	$3.934M	0.0%	$29.87	—	COM	30066A105
MAS	MASCO CORP	177,050	$3.932M	0.0%	$14.92	+10.8%	COM	574599106
—	HILTON WORLDWIDE HLDGS INC	176,448	$3.924M	0.0%	$22.24	—	COM	43300A104
TDC	TERADATA CORP DEL	79,050	$3.888M	0.0%	$53.87	-16.3%	COM	88076W103
—	HARRIS CORP DEL	53,100	$3.885M	0.0%	$49.25	—	COM	413875105
CMS	CMS ENERGY CORP	132,500	$3.88M	0.0%	$19.06	+1.5%	COM	125896100
—	KARYOPHARM THERAPEUTICS INC	125,499	$3.876M	0.0%	$22.92	—	COM	48576U106
CHRW	C H ROBINSON WORLDWIDE INC	73,706	$3.861M	0.0%	$42.72	-3.8%	COM NEW	12541W209
—	ALTRA INDL MOTION CORP	107,569	$3.84M	0.0%	$26.91	—	COM	02208R106
BALL	BALL CORP	69,800	$3.826M	0.0%	$19.77	+19.0%	COM	058498106
CBRE	CBRE GROUP INC	138,550	$3.8M	0.0%	$23.79	+13.3%	CL A	12504L109
STZ	CONSTELLATION BRANDS INC	44,706	$3.799M	0.0%	$62.29	+9.3%	CL A	21036P108
—	INDEPENDENT BK GROUP INC	64,301	$3.778M	0.0%	$30.40	—	COM	45384B106
—	SANTANDER CONSUMER USA HDG I	154,930	$3.731M	0.0%	$24.08	—	COM	80283M101
—	PLUM CREEK TIMBER CO INC	88,000	$3.7M	0.0%	$46.66	—	COM	729251108
—	STAPLES INC	323,350	$3.667M	0.0%	$15.86	—	COM	855030102
—	INTERPUBLIC GROUP COS INC	210,750	$3.612M	0.0%	$9.21	+22.4%	COM	460690100
—	HILLSHIRE BRANDS CO	96,744	$3.605M	0.0%	$33.53	—	COM	432589109
—	SCANA CORP NEW	70,150	$3.6M	0.0%	$49.09	—	COM	80589M102
BBY	BEST BUY INC	135,850	$3.588M	0.0%	$16.84	+6.4%	COM	086516101
—	HOSPIRA INC	82,650	$3.575M	0.0%	$38.31	—	COM	441060100
—	FOUNDATION MEDICINE INC	110,328	$3.572M	0.0%	$23.82	—	COM	350465100
MBUU	MALIBU BOATS INC	160,652	$3.57M	0.0%	$19.95	0.0%	COM CL A	56117J100
CINF	CINCINNATI FINL CORP	73,150	$3.559M	0.0%	$32.92	+3.8%	COM	172062101
—	PETSMART INC	51,600	$3.555M	0.0%	$67.10	—	COM	716768106
PSIX	POWER SOLUTIONS INTL INC	46,924	$3.527M	0.0%	$48.66	+48.3%	COM NEW	73933G202
—	AIRGAS INC	33,050	$3.52M	0.0%	$95.57	—	COM	009363102
TER	TERADYNE INC	176,938	$3.519M	0.0%	$15.29	+16.4%	COM	880770102
MLCO	MELCO CROWN ENTMT LTD	90,555	$3.5M	0.0%	$24.89	—	ADR	585464100
—	PARTNERRE LTD	33,630	$3.48M	0.0%	$90.56	—	COM	G6852T105
—	TORCHMARK CORP	44,050	$3.467M	0.0%	$65.14	—	COM	891027104
WOR	WORTHINGTON INDS INC	89,130	$3.41M	0.0%	$20.24	+23.2%	COM	981811102
PHM	PULTE GROUP INC	176,925	$3.395M	0.0%	$17.64	-3.6%	COM	745867101
DORM	DORMAN PRODUCTS INC	57,474	$3.394M	0.0%	$41.59	+32.0%	COM	258278100
—	MULTIMEDIA GAMES HLDG CO INC	116,519	$3.384M	0.0%	$34.55	—	COM	625453105
CPA	COPA HOLDINGS SA	23,278	$3.38M	0.0%	$88.64	+9.3%	CL A	P31076105
VRSN	VERISIGN INC	62,450	$3.367M	0.0%	$45.93	+22.2%	COM	92343E102
XYL	XYLEM INC	91,800	$3.343M	0.0%	$23.44	+33.8%	COM	98419M100
—	TENNECO INC	57,290	$3.327M	0.0%	$45.29	—	COM	880349105
—	TESORO CORP	65,500	$3.314M	0.0%	$52.32	—	COM	881609101
DRI	DARDEN RESTAURANTS INC	65,250	$3.312M	0.0%	$31.30	+0.1%	COM	237194105
HRL	HORMEL FOODS CORP	66,950	$3.299M	0.0%	$15.25	+14.9%	COM	440452100
—	E TRADE FINANCIAL CORP	143,250	$3.298M	0.0%	$12.66	—	COM NEW	269246401
SNA	SNAP ON INC	28,850	$3.274M	0.0%	$66.38	+25.0%	COM	833034101
—	MEADWESTVACO CORP	86,700	$3.263M	0.0%	$34.11	—	COM	583334107
NPKI	NEWPARK RES INC	284,746	$3.26M	0.0%	$10.46	+9.4%	COM PAR $.01NEW	651718504
RMAX	RE MAX HLDGS INC	112,647	$3.248M	0.0%	$22.55	+3.2%	CL A	75524W108
—	DENTSPLY INTL INC NEW	70,450	$3.244M	0.0%	$40.95	—	COM	249030107
HAS	HASBRO INC	57,950	$3.223M	0.0%	$30.30	+19.5%	COM	418056107
GT	GOODYEAR TIRE & RUBR CO	123,200	$3.219M	0.0%	$13.66	+86.5%	COM	382550101
SPSC	SPS COMM INC	50,934	$3.13M	0.0%	$24.15	+35.4%	COM	78463M107
—	ATWOOD OCEANICS INC	61,926	$3.12M	0.0%	$51.51	—	COM	050095108
—	GANNETT INC	113,000	$3.119M	0.0%	$24.46	—	COM	364730101
AVA	AVISTA CORP	100,482	$3.08M	0.0%	$16.53	+8.9%	COM	05379B107
—	LSI CORPORATION	277,400	$3.071M	0.0%	$7.25	—	COM	502161102
DHI	D R HORTON INC	141,450	$3.062M	0.0%	$21.16	-6.1%	COM	23331A109
—	EVERBANK FINL CORP	155,069	$3.059M	0.0%	$18.78	—	COM	29977G102
PNW	PINNACLE WEST CAP CORP	54,700	$2.99M	0.0%	$35.40	-4.9%	COM	723484101
CTAS	CINTAS CORP	50,050	$2.983M	0.0%	$9.70	+32.9%	COM	172908105
—	GEO GROUP INC	91,597	$2.953M	0.0%	$33.26	—	COM	36159R103
IRWD	IRONWOOD PHARMACEUTICALS INC	237,917	$2.931M	0.0%	$12.12	-7.2%	COM CL A	46333X108
—	PROS HOLDINGS INC	92,602	$2.918M	0.0%	$29.95	—	COM	74346Y103
NVS	NOVARTIS A G	34,294	$2.915M	0.0%	$72.22	—	SPONSORED ADR	66987V109
RGA	REINSURANCE GROUP AMER INC	36,580	$2.913M	0.0%	$63.47	+19.6%	COM NEW	759351604
—	AGL RES INC	59,100	$2.894M	0.0%	$42.90	—	COM	001204106
—	LDR HLDG CORP	84,232	$2.892M	0.0%	$23.60	—	COM	50185U105
—	JOY GLOBAL INC	49,750	$2.886M	0.0%	$48.53	—	COM	481165108
RHI	ROBERT HALF INTL INC	68,300	$2.865M	0.0%	$34.44	+19.5%	COM	770323103
ZION	ZIONS BANCORPORATION	91,800	$2.844M	0.0%	$26.15	+16.2%	COM	989701107
—	FRONTIER COMMUNICATIONS CORP	496,600	$2.831M	0.0%	$4.05	—	COM	35906A108
FOSL	FOSSIL GROUP INC	23,900	$2.787M	0.0%	$101.05	+15.3%	COM	34988V106
YPF	YPF SOCIEDAD ANONIMA	88,890	$2.769M	0.0%	$27.23	—	SPON ADR CL D	984245100
—	OWENS ILL INC	81,850	$2.769M	0.0%	$27.79	—	COM NEW	690768403
—	FAMILY DLR STORES INC	47,500	$2.755M	0.0%	$62.48	—	COM	307000109
AGO	ASSURED GUARANTY LTD	107,050	$2.71M	0.0%	$17.47	+10.2%	COM	G0585R106
CE	CELANESE CORP DEL	47,593	$2.642M	0.0%	$37.17	+14.4%	COM SER A	150870103
EHTH	EHEALTH INC	51,981	$2.641M	0.0%	$52.08	0.0%	COM	28238P109
—	QEP RES INC	89,446	$2.633M	0.0%	$27.77	—	COM	74733V100
PBI	PITNEY BOWES INC	100,600	$2.615M	0.0%	$14.77	+67.0%	COM	724479100
GOGO	GOGO INC	127,015	$2.609M	0.0%	$22.44	-1.8%	COM	38046C109
—	LEGG MASON INC	52,050	$2.553M	0.0%	$31.01	—	COM	524901105
—	NIMBLE STORAGE INC	67,308	$2.551M	0.0%	$45.30	—	COM	65440R101
—	PEPCO HOLDINGS INC	124,500	$2.55M	0.0%	$20.16	—	COM	713291102
RVTY	PERKINELMER INC	56,100	$2.528M	0.0%	$31.21	+34.9%	COM	714046109
—	FLIR SYS INC	70,000	$2.52M	0.0%	$26.97	—	COM	302445101
—	TOTAL SYS SVCS INC	82,200	$2.5M	0.0%	$24.69	—	COM	891906109
HE	HAWAIIAN ELEC INDUSTRIES	97,403	$2.476M	0.0%	$26.62	-4.0%	COM	419870100
GME	GAMESTOP CORP NEW	59,510	$2.446M	0.0%	$6.27	+10.6%	CL A	36467W109
FSLR	FIRST SOLAR INC	35,050	$2.446M	0.0%	$44.60	+25.0%	COM	336433107
IEX	IDEX CORP	32,775	$2.389M	0.0%	$45.08	+38.1%	COM	45167R104
—	INTEGRYS ENERGY GROUP INC	39,750	$2.371M	0.0%	$58.50	—	COM	45822P105
GEOS	GEOSPACE TECHNOLOGIES CORP	35,396	$2.342M	0.0%	$83.42	-8.1%	COM	37364X109
—	POLYCOM INC	170,597	$2.341M	0.0%	$11.81	—	COM	73172K104
—	IRON MTN INC	84,741	$2.336M	0.0%	$26.62	—	COM	462846106
ALLE	ALLEGION PUB LTD CO	44,633	$2.329M	0.0%	$38.58	+14.9%	ORD SHS	G0176J109
—	HUDSON CITY BANCORP	236,300	$2.323M	0.0%	$9.16	—	COM	443683107
AIZ	ASSURANT INC	35,600	$2.313M	0.0%	$37.94	+36.9%	COM	04621X108
PLCE	CHILDRENS PL RETAIL STORES I	46,155	$2.299M	0.0%	$50.85	+5.0%	COM	168905107
—	PEOPLES UNITED FINANCIAL INC	154,150	$2.292M	0.0%	$14.90	—	COM	712704105
BZH	BEAZER HOMES USA INC	113,968	$2.289M	0.0%	$18.98	+15.0%	COM NEW	07556Q881
FMX	FOMENTO ECONOMICO MEXICANO S	24,370	$2.272M	0.0%	$99.88	—	SPON ADR UNITS	344419106
—	GLAXOSMITHKLINE PLC	42,400	$2.265M	0.0%	$51.80	—	SPONSORED ADR	37733W105
LEG	LEGGETT & PLATT INC	68,950	$2.251M	0.0%	$32.56	-4.9%	COM	524660107
EFA	ISHARES	33,150	$2.227M	0.0%	$57.38	—	MSCI EAFE ETF	464287465
—	PEABODY ENERGY CORP	135,408	$2.213M	0.0%	$14.66	—	COM	704549104
ABG	ASBURY AUTOMOTIVE GROUP INC	39,822	$2.203M	0.0%	$39.24	+29.9%	COM	043436104
—	APARTMENT INVT & MGMT CO	72,550	$2.192M	0.0%	$30.04	—	CL A	03748R101
—	INTREXON CORP	82,644	$2.173M	0.0%	$23.98	—	COM	46122T102
FTNT	FORTINET INC	97,823	$2.155M	0.0%	$3.73	+17.3%	COM	34959E109
NDAQ	NASDAQ OMX GROUP INC	58,100	$2.146M	0.0%	$8.36	+27.7%	COM	631103108
—	NEWFIELD EXPL CO	67,700	$2.123M	0.0%	$23.89	—	COM	651290108
R	RYDER SYS INC	26,550	$2.122M	0.0%	$60.52	+22.4%	COM	783549108
—	ROWAN COMPANIES PLC	61,750	$2.08M	0.0%	$34.07	—	SHS CL A	G7665A101
THC	TENET HEALTHCARE CORP	48,125	$2.06M	0.0%	$44.77	-1.5%	COM NEW	88033G407
—	BEMIS INC	50,550	$1.984M	0.0%	$39.15	—	COM	081437105
—	UNITED STATES STL CORP NEW	71,850	$1.984M	0.0%	$17.52	—	COM	912909108
URBN	URBAN OUTFITTERS INC	54,150	$1.975M	0.0%	$41.26	-11.7%	COM	917047102
—	COUPONS COM INC	79,433	$1.958M	0.0%	$24.65	—	COM	22265J102
—	POTBELLY CORP	107,221	$1.916M	0.0%	$24.28	—	COM	73754Y100
BUD	ANHEUSER BUSCH INBEV SA/NV	18,177	$1.913M	0.0%	$106.29	—	SPONSORED ADR	03524A108
—	TEXTURA CORP	75,195	$1.896M	0.0%	$25.21	—	COM	883211104
—	LIBERTY PPTY TR	50,966	$1.883M	0.0%	$36.95	—	SH BEN INT	531172104
—	RUCKUS WIRELESS INC	154,040	$1.873M	0.0%	$12.81	—	COM	781220108
—	AVAGO TECHNOLOGIES LTD	28,937	$1.864M	0.0%	$37.39	—	SHS	Y0486S104
—	DUN & BRADSTREET CORP DEL NE	18,650	$1.853M	0.0%	$97.45	—	COM	26483E100
RGLD	ROYAL GOLD INC	29,300	$1.834M	0.0%	$61.49	0.0%	COM	780287108
—	NUVEEN BUILD AMER BD FD	93,000	$1.825M	0.0%	$18.18	—	COM	67074C103
—	KINDRED BIOSCIENCES INC	98,363	$1.823M	0.0%	$11.14	—	COM	494577109
—	CABLEVISION SYS CORP	106,400	$1.795M	0.0%	$16.82	—	CL A NY CABLVS	12686C109
—	NEVSUN RES LTD	525,000	$1.779M	0.0%	$3.23	—	COM	64156L101
—	TECO ENERGY INC	101,900	$1.748M	0.0%	$17.19	—	COM	872375100
—	OPHTHOTECH CORP	48,565	$1.736M	0.0%	$32.35	—	COM	683745103
—	TAHOE RES INC	81,500	$1.725M	0.0%	$21.17	—	COM	873868103
—	ELEVEN BIOTHERAPEUTICS INC	105,550	$1.713M	0.0%	$16.23	—	COM	286221106
—	PATTERSON COMPANIES INC	40,800	$1.704M	0.0%	$37.61	—	COM	703395103
—	DIAMOND OFFSHORE DRILLING IN	34,550	$1.685M	0.0%	$68.78	—	COM	25271C102
JBL	JABIL CIRCUIT INC	93,200	$1.678M	0.0%	$16.74	-3.4%	COM	466313103
AN	AUTONATION INC	31,300	$1.666M	0.0%	$46.08	+10.4%	COM	05329W102
DRH	DIAMONDROCK HOSPITALITY CO	141,119	$1.658M	0.0%	$11.70	—	COM	252784301
HIMX	HIMAX TECHNOLOGIES INC	142,800	$1.646M	0.0%	$5.22	—	SPONSORED ADR	43289P106
—	ATHLON ENERGY INC	45,707	$1.62M	0.0%	$32.71	—	COM	047477104
BTG	B2GOLD CORP	586,000	$1.592M	0.0%	$2.09	0.0%	COM	11777Q209
—	CLIFFS NAT RES INC	76,100	$1.557M	0.0%	$16.26	—	COM	18683K101
GHC	GRAHAM HLDGS CO	2,200	$1.548M	0.0%	$339.79	+5.7%	COM	384637104
—	EXAR CORP	127,637	$1.525M	0.0%	$10.84	—	COM	300645108
AGIO	AGIOS PHARMACEUTICALS INC	38,659	$1.513M	0.0%	$27.61	+21.2%	COM	00847X104
PBR	PETROLEO BRASILEIRO SA PETRO	112,000	$1.473M	0.0%	$13.15	—	SPONSORED ADR	71654V408
—	SANDSTORM GOLD LTD	255,000	$1.42M	0.0%	$5.57	—	COM NEW	80013R206
—	REVANCE THERAPEUTICS INC	44,082	$1.389M	0.0%	$31.51	—	COM	761330109
—	ACTIVISION BLIZZARD INC	67,289	$1.375M	0.0%	$14.76	—	COM	00507V109
SNY	SANOFI	25,022	$1.308M	0.0%	$51.50	—	SPONSORED ADR	80105N105
—	PRIMERO MNG CORP	180,000	$1.306M	0.0%	$7.26	—	COM	74164W106
—	ANN INC	31,144	$1.292M	0.0%	$33.20	—	COM	035623107
—	CASTLIGHT HEALTH INC	59,551	$1.264M	0.0%	$21.23	—	CL B	14862Q100
AGCO	AGCO CORP	22,369	$1.234M	0.0%	$42.15	-0.1%	COM	001084102
RARE	ULTRAGENYX PHARMACEUTICAL IN	24,187	$1.183M	0.0%	$51.48	0.0%	COM	90400D108
—	SINCLAIR BROADCAST GROUP INC	43,022	$1.165M	0.0%	$29.38	—	CL A	829226109
AZN	ASTRAZENECA PLC	17,550	$1.139M	0.0%	$47.30	—	SPONSORED ADR	046353108
NDSN	NORDSON CORP	16,088	$1.134M	0.0%	$62.94	-0.8%	COM	655663102
—	AXIALL CORP	24,255	$1.09M	0.0%	$44.94	—	COM	05463D100
MMYT	MAKEMYTRIP LIMITED MAURITIUS	40,000	$1.083M	0.0%	$24.32	0.0%	SHS	V5633W109
—	AUGUSTA RES CORP	350,000	$1.082M	0.0%	$3.09	—	COM NEW	050912203
—	ELIZABETH ARDEN INC	36,570	$1.08M	0.0%	$29.53	—	COM	28660G106
—	GREENHILL & CO INC	20,263	$1.053M	0.0%	$45.74	—	COM	395259104
NOAH	NOAH HLDGS LTD	66,500	$959K	0.0%	$15.61	—	SPONSORED ADS	65487X102
EUO	PROSHARES TR II	50,740	$859K	0.0%	$19.05	—	ULTRASHRT EURO	74347W882
—	AES TR III	16,500	$843K	0.0%	$50.30	—	PFD CV 6.75%	00808N202
—	FORUM ENERGY TECHNOLOGIES IN	22,851	$708K	0.0%	$30.43	—	COM	34984V100
—	EQT MIDSTREAM PARTNERS LP	9,907	$697K	0.0%	$70.35	—	UNIT LTD PARTN	26885B100
MO	ALTRIA GROUP INC	18,340	$686K	0.0%	$17.13	-0.1%	COM	02209S103
—	SHIRE PLC	4,300	$639K	0.0%	$95.11	—	SPONSORED ADR	82481R106
—	CAMBIUM LEARNING GRP INC	859,411	$639K	0.0%	$1.26	—	COM	13201A107
NVO	NOVO-NORDISK A S	13,350	$609K	0.0%	$89.01	—	ADR	670100205
—	AMC ENTMT HLDGS INC	24,833	$602K	0.0%	$24.24	—	CL A COM	00165C104
ERIC	ERICSSON	38,275	$510K	0.0%	$13.32	—	ADR B SEK 10	294821608
—	LORILLARD INC	9,067	$490K	0.0%	$52.14	—	COM	544147101
—	THERAVANCE INC	14,742	$456K	0.0%	$38.53	—	COM	88338T104
—	NRG YIELD INC	11,472	$453K	0.0%	$39.77	—	COM CL A	62942X108
—	HOLLYFRONTIER CORP	9,297	$442K	0.0%	$49.04	—	COM	436106108
—	ONCOMED PHARMACEUTICALS INC	13,034	$439K	0.0%	$15.31	—	COM	68234X102
—	QUESTCOR PHARMACEUTICALS INC	6,767	$439K	0.0%	$45.50	—	COM	74835Y101
—	PROSHARES TR	20,720	$418K	0.0%	$22.03	—	SHT MSCI NEW	74347X575
ARCC	ARES CAP CORP	23,520	$414K	0.0%	$5.73	0.0%	COM	04010L103
—	HOME LN SERVICING SOLUTIONS	17,562	$379K	0.0%	$21.58	—	ORD SHS	G6648D109
—	FEMALE HEALTH CO	48,411	$376K	0.0%	$9.87	—	COM	314462102
—	LAMAR ADVERTISING CO	6,981	$356K	0.0%	$51.00	—	CL A	512815101
—	MINDRAY MEDICAL INTL LTD	10,564	$342K	0.0%	$37.47	—	SPON ADR	602675100
WWD	WOODWARD INC	8,104	$337K	0.0%	$34.67	+14.5%	COM	980745103
—	APOLLO INVT CORP	40,438	$336K	0.0%	$8.31	—	COM	03761U106
—	GENOMIC HEALTH INC	11,895	$314K	0.0%	$31.69	—	COM	37244C101
—	MAG SILVER CORP	45,000	$313K	0.0%	$6.96	—	COM	55903Q104
—	HEARTWARE INTL INC	3,108	$292K	0.0%	$95.13	—	COM	422368100
—	NCI BUILDING SYS INC	13,720	$240K	0.0%	$12.76	—	COM NEW	628852204
NWE	NORTHWESTERN CORP	4,870	$231K	0.0%	$25.46	+9.9%	COM NEW	668074305
—	ASPEN TECHNOLOGY INC	5,300	$225K	0.0%	$28.79	—	COM	045327103
—	FIRSTSERVICE CORP	4,650	$221K	0.0%	$43.01	—	SUB VTG SH	33761N109
—	ABIOMED INC	8,422	$220K	0.0%	$21.51	—	COM	003654100
FSS	FEDERAL SIGNAL CORP	12,250	$183K	0.0%	$7.25	+64.4%	COM	313855108
EXAS	EXACT SCIENCES CORP	12,230	$173K	0.0%	$10.86	+24.4%	COM	30063P105
CORT	CORCEPT THERAPEUTICS INC	37,048	$162K	0.0%	$1.80	+94.4%	COM	218352102
AZTA	BROOKS AUTOMATION INC	14,700	$161K	0.0%	$8.27	+9.2%	COM	114340102
MPT	MEDICAL PPTYS TRUST INC	10,950	$140K	0.0%	$14.34	—	COM	58463J304
CALY	CALLAWAY GOLF CO	13,320	$136K	0.0%	$6.48	+31.6%	COM	131193104
—	WARREN RES INC	17,220	$83,000	0.0%	$2.56	—	COM	93564A100
—	PRGX GLOBAL INC	11,420	$79,000	0.0%	$5.52	—	COM NEW	69357C503
—	PULSE ELECTRONICS CORP	68,000	$51,000	0.0%	$0.75	—	NOTE 7.000%12/1	74586WAA4
—	SIGMA DESIGNS INC	10,090	$48,000	0.0%	$5.05	—	COM	826565103