Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	919,283	$145M	7.5%	$106.76	+46.4%	COM	594918104
AAPL	APPLE COMPUTER INC	501,872	$128M	6.6%	$48.24	+47.3%	COM	037833100
AMZN	AMAZON.COM INC	59,410	$116M	6.0%	$74.89	+29.2%	COM	023135106
META	FACEBOOK INC	357,778	$59.68M	3.1%	$170.04	+14.3%	A	30303M102
GOOGL	GOOGLE INC	49,859	$57.93M	3.0%	$58.87	+14.3%	A	02079K305
JPM	JPMORGAN CHASE & CO	437,908	$39.42M	2.0%	$82.01	+26.3%	COM	46625H100
KO	COCA-COLA CO/THE	834,985	$36.95M	1.9%	$40.88	+10.1%	COM	191216100
PG	PROCTER & GAMBLE CO	318,993	$35.09M	1.8%	$81.42	+27.5%	COM	742718109
JNJ	JOHNSON & JOHNSON	264,408	$34.67M	1.8%	$86.36	+39.1%	COM	478160104
VZ	VERIZON COMMUNICATIO	565,015	$30.36M	1.6%	$35.30	+16.2%	COM	92343V104
INTC	INTEL CORP	556,527	$30.12M	1.6%	$43.19	+21.2%	COM	458140100
V	VISA INC	182,694	$29.44M	1.5%	$124.34	+45.3%	A	92826C839
UNH	UNITEDHEALTH GROUP I	117,001	$29.18M	1.5%	$189.14	+32.0%	COM	91324P102
MA	MASTERCARD INC	113,129	$27.33M	1.4%	$197.68	+45.6%	A	57636Q104
DIS	WALT DISNEY CO	275,034	$26.57M	1.4%	$117.79	+4.9%	COM	254687106
GOOG	GOOGLE INC	22,799	$26.51M	1.4%	$42.18	+59.6%	C	02079K107
BAC	BANK OF AMERICA CORP	1,159,693	$24.62M	1.3%	$21.32	+21.5%	COM	060505104
ABT	ABBOTT LABORATORIES	297,336	$23.46M	1.2%	$46.34	+62.5%	COM	002824100
MRK	MERCK & CO INC	287,305	$22.11M	1.1%	$40.57	+60.5%	COM	58933Y105
NFLX	NETFLIX INC	54,494	$20.46M	1.1%	$31.50	+12.3%	COM	64110L106
BMY	BRISTOL-MYERS SQUIBB	364,929	$20.34M	1.1%	$45.28	+7.3%	COM	110122108
PFE	PFIZER INC	595,869	$19.45M	1.0%	$22.65	+14.0%	COM	717081103
AMGN	AMGEN INC	89,529	$18.15M	0.9%	$139.33	+30.8%	COM	031162100
MCD	MCDONALD'S CORP	109,259	$18.07M	0.9%	$138.86	+23.8%	COM	580135101
CHTR	CHARTER COMMUNICATIO	41,236	$17.99M	0.9%	$401.31	+21.9%	A	16119P108
LLY	ELI LILLY & CO	126,622	$17.57M	0.9%	$79.37	+61.5%	COM	532457108
ZTS	ZOETIS INC	144,965	$17.06M	0.9%	$49.45	+153.4%	A	98978V103
ABBV	ABBVIE INC	219,136	$16.7M	0.9%	$50.30	+33.6%	COM	00287Y109
SBUX	STARBUCKS CORP	242,930	$15.97M	0.8%	$61.86	+14.8%	COM	855244109
WFC	WELLS FARGO & CO	544,704	$15.63M	0.8%	$38.53	-4.9%	COM	949746101
T	AT&T CORP	532,896	$15.53M	0.8%	$14.50	+25.3%	COM	00206R102
CMCSA	COMCAST CORP	450,492	$15.49M	0.8%	$30.19	+19.4%	A	20030N101
BKNG	PRICELINE.COM INC	11,481	$15.45M	0.8%	$1814.69	-4.9%	COM	09857L108
DHR	DANAHER CORP	110,230	$15.26M	0.8%	$100.90	+30.1%	COM	235851102
C	CITIGROUP INC	356,300	$15.01M	0.8%	$49.24	+10.1%	COM	172967424
HD	HOME DEPOT INC	79,870	$14.91M	0.8%	$107.50	+76.9%	COM	437076102
VRTX	VERTEX PHARMACEUTICA	60,600	$14.42M	0.7%	$130.01	+76.4%	COM	92532F100
ADBE	ADOBE SYSTEMS INC	44,980	$14.31M	0.7%	$243.22	+40.6%	COM	00724F101
MDT	MEDTRONIC INC	157,706	$14.22M	0.7%	$71.76	+25.7%	COM	G5960L103
BRK/B	BERKSHIRE HATHAWAY I	72,105	$13.18M	0.7%	$163.40	+30.1%	COM	084670702
CSCO	CISCO SYSTEMS INC	312,192	$12.27M	0.6%	$29.96	+22.4%	COM	17275R102
PEP	PEPSICO INC	101,968	$12.25M	0.6%	$78.18	+44.2%	COM	713448108
EW	EDWARDS LIFESCIENCES	63,054	$11.89M	0.6%	$63.85	+12.9%	COM	28176E108
GILD	GILEAD SCIENCES INC	155,524	$11.63M	0.6%	$69.12	-20.5%	COM	375558103
IBM	INTERNATIONAL BUSINE	100,522	$11.15M	0.6%	$95.76	+2.6%	COM	459200101
ILMN	ILLUMINA INC	38,153	$10.42M	0.5%	$186.44	+50.0%	COM	452327109
TMO	THERMO ELECTRON CORP	33,995	$9.641M	0.5%	$187.69	+65.4%	COM	883556102
BIIB	BIOGEN IDEC INC	30,443	$9.632M	0.5%	$297.93	+1.9%	COM	09062X103
TSLA	TESLA MOTORS INC	18,178	$9.525M	0.5%	$32.34	+28.2%	COM	88160R101
COST	COSTCO WHOLESALE COR	32,074	$9.145M	0.5%	$163.02	+70.4%	COM	22160K105
CRM	SALESFORCE.COM INC	60,761	$8.748M	0.5%	$130.86	+29.4%	COM	79466L302
NVDA	NVIDIA CORP	32,017	$8.44M	0.4%	$4.82	+30.3%	COM	67066G104
INTU	INTUIT INC	36,685	$8.438M	0.4%	$207.28	+25.9%	COM	461202103
ORCL	ORACLE CORP	170,296	$8.23M	0.4%	$42.18	+12.6%	COM	68389X105
PYPL	PAYPAL HOLDINGS INC	81,524	$7.805M	0.4%	$102.08	+7.9%	COM	70450Y103
AMD	ADVANCED MICRO DEVIC	170,984	$7.776M	0.4%	$40.63	+18.6%	COM	007903107
ACN	ACCENTURE LTD	46,466	$7.586M	0.4%	$168.63	+5.0%	A	G1151C101
NKE	NIKE INC	91,298	$7.554M	0.4%	$59.66	+44.0%	B	654106103
AMAT	APPLIED MATERIALS IN	163,143	$7.475M	0.4%	$42.83	+26.9%	COM	038222105
REGN	REGENERON PHARMACEUT	15,226	$7.435M	0.4%	$487.89	-15.9%	COM	75886F107
UNP	UNION PACIFIC CORP	51,382	$7.247M	0.4%	$95.13	+52.4%	COM	907818108
TMUS	METROPCS COMMUNICATI	84,785	$7.113M	0.4%	$75.57	+8.2%	COM	872590104
HON	HONEYWELL INTERNATIO	52,473	$7.02M	0.4%	$94.55	+44.4%	COM	438516106
—	ALLERGAN INC	39,611	$7.015M	0.4%	$252.63	—	COM	G0177J108
—	BLACKROCK INC/NEW YO	14,440	$6.353M	0.3%	$435.35	—	COM	09247X101
LMT	LOCKHEED MARTIN CORP	18,536	$6.283M	0.3%	$218.73	+53.1%	COM	539830109
KLAC	KLA-TENCOR CORP	41,901	$6.023M	0.3%	$151.36	-0.8%	COM	482480100
QCOM	QUALCOMM INC	88,657	$5.998M	0.3%	$46.20	+55.7%	COM	747525103
MU	MICRON TECHNOLOGY IN	140,358	$5.903M	0.3%	$44.12	+15.0%	COM	595112103
GPN	GLOBAL PAYMENTS INC	39,840	$5.746M	0.3%	$160.61	+8.5%	COM	37940X102
UNL	UNITED TECHNOLOGIES	59,780	$5.639M	0.3%	$94.33	—	COM	91288X109
BA	BOEING CO	37,789	$5.636M	0.3%	$195.31	+39.7%	COM	097023105
LUV	SOUTHWEST AIRLINES C	158,186	$5.633M	0.3%	$45.93	+0.1%	COM	844741108
CVS	CVS CORP	94,845	$5.627M	0.3%	$61.69	-10.3%	COM	126650100
AMT	AMERICAN TOWER CORP	25,819	$5.622M	0.3%	$98.05	+101.1%	COM	03027X100
CVX	CHEVRONTEXACO CORP	76,548	$5.547M	0.3%	$69.34	+9.6%	COM	166764100
FIS	CERTEGY INC	44,738	$5.442M	0.3%	$85.15	+44.6%	COM	31620M106
WMB	WILLIAMS COS INC	383,096	$5.421M	0.3%	$15.83	-11.6%	COM	969457100
AXP	AMERICAN EXPRESS CO	62,961	$5.39M	0.3%	$82.74	+30.0%	COM	025816109
—	LAM RESEARCH CORP	22,393	$5.374M	0.3%	$185.66	—	COM	512807108
—	SIRIUS SATELLITE RAD	1,071,323	$5.292M	0.3%	$4.88	—	COM	82968B103
GS	GOLDMAN SACHS GROUP	33,656	$5.203M	0.3%	$172.86	+6.7%	COM	38141G104
TXN	TEXAS INSTRUMENTS IN	50,131	$5.01M	0.3%	$79.80	+27.4%	COM	882508104
LOW	LOWE'S COS INC	56,593	$4.87M	0.3%	$67.07	+46.5%	COM	548661107
XOM	EXXON MOBIL CORP	127,750	$4.851M	0.3%	$54.15	-22.3%	COM	30231G102
CAT	CATERPILLAR INC	41,030	$4.761M	0.2%	$82.02	+38.2%	COM	149123101
UPS	UNITED PARCEL SERVIC	50,929	$4.758M	0.2%	$76.36	+7.2%	B	911312106
BDX	BECTON DICKINSON & C	19,688	$4.524M	0.2%	$157.30	+43.0%	COM	075887109
CME	CHICAGO MERCANTILE E	26,115	$4.516M	0.2%	$108.67	+46.9%	COM	12572Q105
EMR	EMERSON ELECTRIC CO	92,746	$4.419M	0.2%	$54.65	+5.7%	COM	291011104
SPGI	MCGRAW-HILL COS INC/	17,962	$4.402M	0.2%	$150.50	+73.5%	COM	78409V104
CCI	CROWN CASTLE INTERNA	30,321	$4.378M	0.2%	$76.82	+49.5%	COM	22822V101
ADP	AUTOMATIC DATA PROCE	31,647	$4.326M	0.2%	$97.55	+45.5%	COM	053015103
ELV	ANTHEM INC	18,657	$4.236M	0.2%	$174.13	+44.4%	COM	036752103
TJX	TJX COS INC	88,167	$4.215M	0.2%	$40.95	+30.3%	COM	872540109
ISRG	INTUITIVE SURGICAL I	8,405	$4.162M	0.2%	$126.43	+44.9%	COM	46120E602
SYK	STRYKER CORP	24,555	$4.088M	0.2%	$128.41	+42.8%	COM	863667101
LYV	CCE SPINCO INC	89,788	$4.082M	0.2%	$61.78	0.0%	COM	538034109
FISV	FISERV INC	42,133	$4.002M	0.2%	$76.15	+45.9%	COM	337738108
CL	COLGATE-PALMOLIVE CO	59,446	$3.945M	0.2%	$54.11	+13.7%	COM	194162103
—	ALEXION PHARMACEUTIC	43,326	$3.89M	0.2%	$147.60	—	COM	015351109
EQIX	EQUINIX INC	6,186	$3.864M	0.2%	$349.85	+53.2%	COM	29444U700
USB	US BANCORP	109,178	$3.761M	0.2%	$35.92	+3.6%	COM	902973304
CB	CHUBB CORP	33,237	$3.712M	0.2%	$110.27	+18.3%	COM	H1467J104
PLD	PROLOGIS	46,028	$3.699M	0.2%	$46.85	+58.2%	COM	74340W103
EXPE	EXPEDIA INC	64,093	$3.607M	0.2%	$102.34	-7.2%	COM	30212P303
NOC	NORTHROP GRUMMAN COR	11,723	$3.547M	0.2%	$216.10	+46.0%	COM	666807102
ITW	ILLINOIS TOOL WORKS	23,592	$3.353M	0.2%	$96.84	+52.4%	COM	452308109
BSX	BOSTON SCIENTIFIC CO	101,589	$3.315M	0.2%	$24.95	+56.5%	COM	101137107
ICE	INTERCONTINENTALEXCH	40,870	$3.3M	0.2%	$60.64	+38.5%	COM	45866F104
KMB	KIMBERLY-CLARK CORP	25,102	$3.21M	0.2%	$88.88	+26.1%	COM	494368103
APD	AIR PRODUCTS & CHEMI	16,071	$3.208M	0.2%	$129.25	+52.4%	COM	009158106
MRSH	MARSH & MCLENNAN COS	36,924	$3.192M	0.2%	$65.93	+47.7%	COM	571748102
CSX	CSX CORP	55,300	$3.169M	0.2%	$13.61	+58.5%	COM	126408103
PGR	PROGRESSIVE CORP/THE	42,639	$3.148M	0.2%	$37.70	+73.3%	COM	743315103
PNC	PNC FINANCIAL SERVIC	32,472	$3.108M	0.2%	$96.05	+12.8%	COM	693475105
HUM	HUMANA INC	9,852	$3.094M	0.2%	$234.35	+36.5%	COM	444859102
MS	MORGAN STANLEY	90,401	$3.074M	0.2%	$29.80	+31.4%	COM	617446448
TFC	BB&T CORP	97,802	$3.016M	0.2%	$40.89	-12.0%	COM	89832Q109
DE	DEERE & CO	21,815	$3.014M	0.2%	$99.37	+46.6%	COM	244199105
ECL	ECOLAB INC	18,887	$2.943M	0.2%	$123.13	+43.2%	COM	278865100
LHX	HARRIS CORP	16,284	$2.933M	0.2%	$180.79	+0.7%	COM	502431109
SCHW	CHARLES SCHWAB CORP/	85,799	$2.885M	0.1%	$31.78	+21.7%	COM	808513105
BAX	BAXTER INTERNATIONAL	35,373	$2.872M	0.1%	$47.95	+60.0%	COM	071813109
WM	WASTE MANAGEMENT INC	30,939	$2.864M	0.1%	$77.06	+35.2%	COM	94106L109
—	AON CORP	17,200	$2.839M	0.1%	$135.42	—	A	G0408V102
MDLZ	MONDELEZ INTERNATION	56,690	$2.839M	0.1%	$40.91	+14.2%	A	609207105
DG	DOLLAR GENERAL CORP	18,748	$2.831M	0.1%	$89.35	+59.3%	COM	256677105
NSC	NORFOLK SOUTHERN COR	19,210	$2.805M	0.1%	$106.62	+53.5%	COM	655844108
SHW	SHERWIN-WILLIAMS CO/	6,055	$2.782M	0.1%	$126.36	+35.5%	COM	824348106
NEM	NEWMONT MINING CORP	59,794	$2.707M	0.1%	$29.58	+28.1%	COM	651639106
—	RAYTHEON CO	20,314	$2.664M	0.1%	$151.89	—	COM	755111507
MCO	MOODY'S CORP	12,418	$2.626M	0.1%	$137.74	+68.0%	COM	615369105
EL	ESTEE LAUDER COS INC	16,133	$2.571M	0.1%	$119.42	+49.5%	A	518439104
—	WALGREEN CO	55,986	$2.561M	0.1%	$70.88	—	COM	931427108
ADSK	AUTODESK INC	16,017	$2.5M	0.1%	$150.67	+21.8%	COM	052769106
ADI	ANALOG DEVICES INC	26,940	$2.415M	0.1%	$78.91	+24.6%	COM	032654105
—	EATON CORP	30,631	$2.38M	0.1%	$72.95	—	COM	278279104
MCHP	MICROCHIP TECHNOLOGY	35,000	$2.373M	0.1%	$42.00	0.0%	COM	595017104
GD	GENERAL DYNAMICS COR	17,905	$2.369M	0.1%	$133.12	+8.9%	COM	369550108
ROP	ROPER INDUSTRIES INC	7,585	$2.365M	0.1%	$256.05	+33.6%	COM	776696106
ROST	ROSS STORES INC	26,598	$2.313M	0.1%	$68.41	+47.3%	COM	778296103
PSA	PUBLIC STORAGE INC	11,461	$2.276M	0.1%	$159.95	+4.2%	COM	74460D109
SBAC	SBA COMMUNICATIONS C	8,249	$2.227M	0.1%	$200.28	+22.1%	A	78410G104
ALL	ALLSTATE CORP/THE	24,008	$2.202M	0.1%	$66.39	+42.0%	COM	020002101
FDX	FEDEX CORP	18,074	$2.192M	0.1%	$164.97	-23.5%	COM	31428X106
EA	ELECTRONIC ARTS INC	21,493	$2.153M	0.1%	$90.26	+13.4%	COM	285512109
DLR	DIGITAL REALTY TRUST	15,195	$2.111M	0.1%	$88.43	+17.3%	COM	253868103
BK	BANK OF NEW YORK CO	61,874	$2.084M	0.1%	$37.15	-4.8%	COM	064058100
XLV	HEALTH CARE SELECT S	22,700	$2.011M	0.1%	$81.29	—	COM	81369Y209
GM	GENERAL MOTORS CORP	93,711	$1.947M	0.1%	$29.48	-1.0%	COM	37045V100
TRV	ST PAUL TRAVELERS CO	18,990	$1.887M	0.1%	$99.83	+9.8%	COM	89417E109
HPQ	HEWLETT-PACKARD CO	108,075	$1.876M	0.1%	$15.21	+8.5%	COM	40434L105
CTSH	COGNIZANT TECHNOLOGY	40,278	$1.872M	0.1%	$61.83	-11.9%	A	192446102
DD	DOWDUPONT INC	54,367	$1.854M	0.1%	$25.68	-29.3%	COM	26614N102
AFL	AFLAC INC	53,996	$1.849M	0.1%	$38.45	+3.2%	COM	001055102
BX	BLACKSTONE GROUP INC	40,292	$1.836M	0.1%	$42.09	+7.5%	A	09260D107
MCK	MCKESSON CORP	13,485	$1.824M	0.1%	$161.70	-12.9%	COM	58155Q103
CNC	CENTENE CORP	30,164	$1.792M	0.1%	$52.82	+14.9%	COM	15135B101
HCA	HCA INC	19,895	$1.788M	0.1%	$88.97	+38.7%	COM	40412C101
MET	METLIFE INC	58,051	$1.775M	0.1%	$34.94	+4.3%	COM	59156R108
—	MAXIM INTEGRATED PRO	36,279	$1.764M	0.1%	$53.59	—	COM	57772K101
KR	KROGER CO/THE	58,256	$1.755M	0.1%	$23.83	+8.7%	COM	501044101
EBAY	EBAY INC	58,112	$1.747M	0.1%	$28.71	+9.8%	COM	278642103
SNPS	SYNOPSYS INC	13,505	$1.739M	0.1%	$104.23	+36.5%	COM	871607107
COF	CAPITAL ONE FINANCIA	34,301	$1.729M	0.1%	$69.56	+14.2%	COM	14040H105
ORLY	O'REILLY AUTOMOTIVE	5,580	$1.68M	0.1%	$21.62	+18.2%	COM	67103H107
TROW	T ROWE PRICE GROUP I	17,179	$1.678M	0.1%	$71.62	+33.4%	COM	74144T108
EQR	EQUITY RESIDENTIAL	27,047	$1.669M	0.1%	$52.68	+16.5%	COM	29476L107
—	MARKIT LTD	27,789	$1.667M	0.1%	$50.60	—	COM	G47567105
SYF	SYNCHRONY FINANCIAL	103,405	$1.664M	0.1%	$26.29	-4.2%	COM	87165B103
SYY	SYSCO CORP	35,555	$1.622M	0.1%	$50.75	+15.9%	COM	871829107
A	AGILENT TECHNOLOGIES	22,569	$1.616M	0.1%	$63.58	+21.3%	COM	00846U101
WLFC	WILLIS GROUP HOLDING	9,407	$1.598M	0.1%	$58.70	-15.4%	COM	970646105
MELI	MERCADOLIBRE INC	3,262	$1.594M	0.1%	$608.06	+1.4%	COM	58733R102
APH	AMPHENOL CORP	21,693	$1.581M	0.1%	$21.69	+3.9%	A	032095101
JOUT	JOHNSON CONTROLS INC	58,031	$1.565M	0.1%	$60.07	+13.6%	A	479167108
PCAR	PACCAR INC	25,260	$1.544M	0.1%	$31.41	+21.7%	COM	693718108
—	TYCO ELECTRONICS LTD	24,499	$1.543M	0.1%	$81.29	—	COM	H84989104
AIG	AMERICAN INTERNATION	63,442	$1.538M	0.1%	$44.21	-16.9%	COM	026874784
PRU	PRUDENTIAL FINANCIAL	29,318	$1.529M	0.1%	$61.00	-3.3%	COM	744320102
MAR	MARRIOTT INTERNATION	20,417	$1.527M	0.1%	$86.61	+38.1%	A	571903202
—	MYLAN LABORATORIES	102,276	$1.525M	0.1%	$39.99	—	COM	N59465109
AZO	AUTOZONE INC	1,789	$1.513M	0.1%	$869.33	+19.5%	COM	053332102
ZBH	ZIMMER HOLDINGS INC	14,973	$1.513M	0.1%	$100.23	+24.6%	COM	98956P102
AVB	AVALONBAY COMMUNITIE	10,186	$1.499M	0.1%	$145.89	+12.0%	COM	053484101
PAYX	PAYCHEX INC	23,587	$1.484M	0.1%	$52.55	+28.3%	COM	704326107
CMI	CUMMINS INC	10,931	$1.479M	0.1%	$117.25	+14.9%	COM	231021106
—	CERNER CORP	23,220	$1.463M	0.1%	$67.51	—	COM	156782104
TT	TRANE TECHNOLOGIES P	17,618	$1.455M	0.1%	$93.73	0.0%	COM	G8994E103
STT	STATE STREET CORP	27,172	$1.447M	0.1%	$56.68	+1.0%	COM	857477103
PPG	PPG INDUSTRIES INC	17,232	$1.441M	0.1%	$94.31	+5.0%	COM	693506107
HSY	HERSHEY FOODS CORP	10,864	$1.439M	0.1%	$96.15	+33.6%	COM	427866108
—	XILINX INC	18,422	$1.436M	0.1%	$99.65	—	COM	983919101
ADM	ARCHER-DANIELS-MIDLA	40,620	$1.429M	0.1%	$33.68	+2.6%	COM	039483102
VLO	VALERO ENERGY CORP	30,223	$1.371M	0.1%	$48.88	+17.0%	COM	91913Y100
HLT	HILTON WORLDWIDE HOL	19,874	$1.356M	0.1%	$72.55	+32.4%	COM	43300A203
WELL	HEALTH CARE REIT INC	29,555	$1.353M	0.1%	$57.97	+6.7%	COM	95040Q104
VFC	VF CORP	24,683	$1.335M	0.1%	$65.64	+18.7%	COM	918204108
IQV	QWEST COMMUNICATIONS	12,205	$1.316M	0.1%	$119.58	+19.5%	COM	46266C105
—	TWITTER INC	53,557	$1.315M	0.1%	$33.29	—	COM	90184L102
CTVA	CORTEVA INC	54,616	$1.283M	0.1%	$25.11	+1.8%	COM	22052L104
YUM	YUM! BRANDS INC	18,536	$1.27M	0.1%	$77.07	+8.4%	COM	988498101
DLTR	DOLLAR TREE STORES I	17,257	$1.268M	0.1%	$98.27	-13.4%	COM	256746108
SPG	SIMON PROPERTY GROUP	22,464	$1.232M	0.1%	$110.63	-22.2%	COM	828806109
RSG	REPUBLIC SERVICES IN	16,375	$1.229M	0.1%	$62.54	+32.8%	COM	760759100
FTV	FORTIVE CORP	22,023	$1.215M	0.1%	$43.17	-1.2%	COM	34959J108
PH	PARKER HANNIFIN CORP	9,367	$1.215M	0.1%	$145.54	+14.5%	COM	701094104
GLW	CORNING INC	56,948	$1.17M	0.1%	$22.17	-0.3%	COM	219350105
NTRS	NORTHERN TRUST CORP	14,888	$1.123M	0.1%	$65.47	+16.4%	COM	665859104
TDG	TRANSDIGM GROUP INC	3,503	$1.122M	0.1%	$353.42	+28.1%	COM	893641100
SWK	STANLEY WORKS/THE	11,067	$1.107M	0.1%	$92.81	+28.3%	COM	854502101
CTAS	CINTAS CORP	6,353	$1.1M	0.1%	$61.88	-0.2%	COM	172908105
ROK	ROCKWELL AUTOMATION	7,128	$1.076M	0.1%	$135.02	+23.9%	COM	773903109
LVS	LAS VEGAS SANDS CORP	25,263	$1.073M	0.1%	$46.20	+23.0%	COM	517834107
CAH	CARDINAL HEALTH INC	21,743	$1.042M	0.1%	$44.72	-1.0%	COM	14149Y108
BXP	BOSTON PROPERTIES IN	11,273	$1.04M	0.1%	$87.59	+9.1%	COM	101121101
COR	AMERISOURCEBERGEN CO	11,395	$1.008M	0.1%	$68.05	+9.7%	COM	03073E105
AMP	AMERIPRISE FINANCIAL	9,544	$978K	0.1%	$113.47	+18.0%	COM	03076C106
INCY	INCYTE CORP	13,332	$976K	0.1%	$96.51	-21.7%	COM	45337C102
LYB	LYONDELLBASELL INDUS	19,559	$971K	0.1%	$53.50	-7.2%	COM	N53745100
MTB	M&T BANK CORP	9,261	$958K	0.0%	$123.98	-2.2%	COM	55261F104
KEYS	KEYSIGHT TECHNOLOGIE	11,065	$926K	0.0%	$77.62	+22.3%	COM	49338L103
HPE	HEWLETT PACKARD ENTE	95,217	$925K	0.0%	$10.54	+2.8%	COM	42824C109
WY	WEYERHAEUSER CO	54,328	$921K	0.0%	$24.20	-12.5%	COM	962166104
WDC	WESTERN DIGITAL CORP	21,587	$898K	0.0%	$45.86	-5.0%	COM	958102105
OMC	OMNICOM GROUP	15,864	$871K	0.0%	$58.50	-2.3%	COM	681919106
IP	INTERNATIONAL PAPER	27,217	$847K	0.0%	$30.17	-5.5%	COM	460146103
—	DISCOVER FINANCIAL S	23,210	$828K	0.0%	$65.77	—	COM	254709108
NUE	NUCOR CORP	22,109	$796K	0.0%	$44.58	-11.3%	COM	670346105
BABA	ALIBABA GROUP HOLDIN	4,000	$778K	0.0%	$160.57	—	COM	01609W102
—	APTIV PLC	15,607	$768K	0.0%	$90.38	—	COM	G6095L109
KEY	KEYCORP	73,167	$759K	0.0%	$11.62	+7.1%	COM	493267108
—	ACTIVISION INC	12,614	$750K	0.0%	$44.81	—	COM	00507V109
—	VEONEER INC	100,000	$732K	0.0%	$17.31	—	COM	92336X109
VTR	VENTAS INC	27,172	$728K	0.0%	$43.53	-9.5%	COM	92276F100
—	VMWARE INC	5,974	$723K	0.0%	$112.35	—	COM	928563402
—	AMERITRADE HOLDING C	20,001	$693K	0.0%	$43.89	—	COM	87236Y108
L	LIBERTY MEDIA CORP	19,847	$691K	0.0%	$48.35	-4.9%	COM	540424108
—	VANECK VECTORS RUSSI	35,000	$584K	0.0%	$19.96	—	COM	92189F403
—	LIBERTY GLOBAL INC	35,272	$562K	0.0%	$26.58	—	COM	531229409
FTNT	FORTINET INC	5,131	$519K	0.0%	$17.03	+25.8%	COM	34959E109
—	SPRINT NEXTEL CORP	59,698	$515K	0.0%	$5.66	—	COM	85207U105
—	ROYAL CARIBBEAN CRUI	12,991	$418K	0.0%	$111.58	—	COM	780097689
BEN	FRANKLIN RESOURCES I	22,039	$368K	0.0%	$24.74	-30.9%	COM	354613101
UBER	UBER TECHNOLOGIES IN	11,392	$318K	0.0%	$42.45	-22.5%	COM	90353T100
DAL	DELTA AIR LINES INC	9,902	$283K	0.0%	$46.02	+4.4%	COM	247361702
UAL	UAL CORP	3,913	$123K	0.0%	$84.49	-21.7%	COM	910047109