The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 4,239 35,500 SH   SOLE   0 35,500 0
ABBOTT LABS COM 002824100 3,036 91,500 SH   SOLE   0 91,500 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 293 9,373 SH   SOLE   0 9,373 0
AES CORP COM 00130H105 1,225 92,218 SH   SOLE   0 92,218 0
AETNA INC NEW COM 00817Y108 8,181 127,797 SH   SOLE   0 127,797 0
AFLAC INC COM 001055102 1,326 21,400 SH   SOLE   0 21,400 0
AGCO CORP COM 001084102 5,131 84,931 SH   SOLE   0 84,931 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,724 33,653 SH   SOLE   0 33,653 0
ALASKA AIR GROUP INC COM 011659109 7,335 117,149 SH   SOLE   0 117,149 0
ALLEGIANT TRAVEL CO COM 01748X102 32 311 SH   SOLE   0 311 0
ALLERGAN INC COM 018490102 2,462 27,225 SH   SOLE   0 27,225 0
ALLIANT TECHSYSTEMS INC COM 018804104 577 5,918 SH   SOLE   0 5,918 0
ALLSTATE CORP COM 020002101 3,492 69,083 SH   SOLE   0 69,083 0
AMC NETWORKS INC CL A 00164V103 1,715 25,048 SH   SOLE   0 25,048 0
AMERCO COM 023586100 21 115 SH   SOLE   0 115 0
AMEREN CORP COM 023608102 793 22,783 SH   SOLE   0 22,783 0
AMERICAN EXPRESS CO COM 025816109 1,034 13,700 SH   SOLE   0 13,700 0
AMERISOURCEBERGEN CORP COM 03073E105 12,252 200,536 SH   SOLE   0 200,536 0
AMGEN INC COM 031162100 1,593 14,239 SH   SOLE   0 14,239 0
AMTRUST FINL SVCS INC COM 032359309 5,144 131,710 SH   SOLE   0 131,710 0
AOL INC COM 00184X105 4,852 140,332 SH   SOLE   0 140,332 0
APPLE INC COM 037833100 11,135 23,357 SH   SOLE   0 23,357 0
ARRIS GROUP INC NEW COM 04270V106 954 55,954 SH   SOLE   0 55,954 0
ARROW ELECTRS INC COM 042735100 1,097 22,608 SH   SOLE   0 22,608 0
ASPEN TECHNOLOGY INC COM 045327103 5,979 173,074 SH   SOLE   0 173,074 0
ASSURANT INC COM 04621X108 683 12,636 SH   SOLE   0 12,636 0
AT&T INC COM 00206R102 12,826 379,268 SH   SOLE   0 379,268 0
AUTOZONE INC COM 053332102 1,380 3,266 SH   SOLE   0 3,266 0
AVALONBAY CMNTYS INC COM 053484101 1,347 10,600 SH   SOLE   0 10,600 0
AVIS BUDGET GROUP COM 053774105 3,040 105,450 SH   SOLE   0 105,450 0
AVON PRODS INC COM 054303102 304 14,801 SH   SOLE   0 14,801 0
BAKER HUGHES INC COM 057224107 2,852 58,101 SH   SOLE   0 58,101 0
BANK OF AMERICA CORPORATION COM 060505104 288 20,877 SH   SOLE   0 20,877 0
BAXTER INTL INC COM 071813109 4,374 66,600 SH   SOLE   0 66,600 0
BEAM INC COM 073730103 5,441 84,173 SH   SOLE   0 84,173 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,004 8,851 SH   SOLE   0 8,851 0
BIOGEN IDEC INC COM 09062X103 14,008 58,162 SH   SOLE   0 58,162 0
BLACK HILLS CORP COM 092113109 15 309 SH   SOLE   0 309 0
BLOCK H & R INC COM 093671105 3,329 124,900 SH   SOLE   0 124,900 0
BLOOMIN BRANDS INC COM 094235108 966 40,934 SH   SOLE   0 40,934 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,158 215,329 SH   SOLE   0 215,329 0
BRINKER INTL INC COM 109641100 835 20,612 SH   SOLE   0 20,612 0
BROWN FORMAN CORP CL B 115637209 1,335 19,600 SH   SOLE   0 19,600 0
BUCKLE INC COM 118440106 854 15,812 SH   SOLE   0 15,812 0
BUNGE LIMITED COM G16962105 1,024 13,500 SH   SOLE   0 13,500 0
CABOT OIL & GAS CORP COM 127097103 3,105 83,200 SH   SOLE   0 83,200 0
CALPINE CORP COM NEW 131347304 1,111 57,210 SH   SOLE   0 57,210 0
CAMERON INTERNATIONAL CORP COM 13342B105 3,379 57,900 SH   SOLE   0 57,900 0
CAMPBELL SOUP CO COM 134429109 2,438 59,900 SH   SOLE   0 59,900 0
CARNIVAL CORP PAIRED CTF 143658300 969 29,700 SH   SOLE   0 29,700 0
CATERPILLAR INC DEL COM 149123101 4,968 59,600 SH   SOLE   0 59,600 0
CBOE HLDGS INC COM 12503M108 2,447 54,114 SH   SOLE   0 54,114 0
CBRE GROUP INC CL A 12504L109 1,982 85,700 SH   SOLE   0 85,700 0
CBS CORP NEW CL B 124857202 1 24 SH   SOLE   0 24 0
CELGENE CORP COM 151020104 14,818 96,268 SH   SOLE   0 96,268 0
CENTENE CORP DEL COM 15135B101 723 11,305 SH   SOLE   0 11,305 0
CENTURYLINK INC COM 156700106 4,518 144,000 SH   SOLE   0 144,000 0
CHEVRON CORP NEW COM 166764100 3,874 31,888 SH   SOLE   0 31,888 0
CIGNA CORPORATION COM 125509109 10,083 131,189 SH   SOLE   0 131,189 0
CITIGROUP INC COM NEW 172967424 8,549 176,241 SH   SOLE   0 176,241 0
CNO FINL GROUP INC COM 12621E103 5,394 374,616 SH   SOLE   0 374,616 0
COACH INC COM 189754104 1,014 18,600 SH   SOLE   0 18,600 0
COBALT INTL ENERGY INC COM 19075F106 2,042 82,153 SH   SOLE   0 82,153 0
COCA COLA CO COM 191216100 2,797 73,842 SH   SOLE   0 73,842 0
COMERICA INC COM 200340107 982 25,000 SH   SOLE   0 25,000 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 99 2,403 SH   SOLE   0 2,403 0
CONAGRA FOODS INC COM 205887102 4,010 132,200 SH   SOLE   0 132,200 0
CONSOLIDATED EDISON INC COM 209115104 1,034 18,764 SH   SOLE   0 18,764 0
CORELOGIC INC COM 21871D103 3,191 118,000 SH   SOLE   0 118,000 0
CRANE CO COM 224399105 260 4,219 SH   SOLE   0 4,219 0
CREDIT ACCEP CORP MICH COM 225310101 1,877 16,943 SH   SOLE   0 16,943 0
CROWN CASTLE INTL CORP COM 228227104 1,066 14,600 SH   SOLE   0 14,600 0
CVR ENERGY INC COM 12662P108 946 24,584 SH   SOLE   0 24,584 0
CVS CAREMARK CORPORATION COM 126650100 8,462 149,111 SH   SOLE   0 149,111 0
DANAHER CORP DEL COM 235851102 1,038 14,976 SH   SOLE   0 14,976 0
DELUXE CORP COM 248019101 6,308 151,419 SH   SOLE   0 151,419 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 10,092 161,954 SH   SOLE   0 161,954 0
DILLARDS INC CL A 254067101 8,643 110,393 SH   SOLE   0 110,393 0
DISCOVER FINL SVCS COM 254709108 3,547 70,200 SH   SOLE   0 70,200 0
DISNEY WALT CO COM DISNEY 254687106 2,045 31,721 SH   SOLE   0 31,721 0
DOMINOS PIZZA INC COM 25754A201 6,604 97,200 SH   SOLE   0 97,200 0
DTE ENERGY CO COM 233331107 970 14,709 SH   SOLE   0 14,709 0
EDISON INTL COM 281020107 1,154 25,069 SH   SOLE   0 25,069 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,102 30,200 SH   SOLE   0 30,200 0
ENTERGY CORP NEW COM 29364G103 2,565 40,604 SH   SOLE   0 40,604 0
EXELON CORP COM 30161N101 2,828 95,443 SH   SOLE   0 95,443 0
EXPEDIA INC DEL COM NEW 30212P303 112 2,173 SH   SOLE   0 2,173 0
EXXON MOBIL CORP COM 30231G102 13,951 162,147 SH   SOLE   0 162,147 0
FACTSET RESH SYS INC COM 303075105 2,370 21,730 SH   SOLE   0 21,730 0
FLEETCOR TECHNOLOGIES INC COM 339041105 933 8,478 SH   SOLE   0 8,478 0
FORD MTR CO DEL COM PAR $0.01 345370860 3,564 211,269 SH   SOLE   0 211,269 0
FOREST LABS INC COM 345838106 1,985 46,400 SH   SOLE   0 46,400 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,001 96,120 SH   SOLE   0 96,120 0
FRANKLIN RES INC COM 354613101 1,469 29,073 SH   SOLE   0 29,073 0
GAMESTOP CORP NEW CL A 36467W109 5,580 112,406 SH   SOLE   0 112,406 0
GAP INC DEL COM 364760108 15,604 387,395 SH   SOLE   0 387,395 0
GARTNER INC COM 366651107 9,038 150,648 SH   SOLE   0 150,648 0
GENERAC HLDGS INC COM 368736104 5,222 122,468 SH   SOLE   0 122,468 0
GENERAL ELECTRIC CO COM 369604103 3,226 135,040 SH   SOLE   0 135,040 0
GENERAL MLS INC COM 370334104 2,022 42,200 SH   SOLE   0 42,200 0
GENERAL MTRS CO COM 37045V100 11,990 333,345 SH   SOLE   0 333,345 0
GENTEX CORP COM 371901109 1,410 55,113 SH   SOLE   0 55,113 0
GENWORTH FINL INC COM CL A 37247D106 6,079 475,334 SH   SOLE   0 475,334 0
GILEAD SCIENCES INC COM 375558103 11,609 184,746 SH   SOLE   0 184,746 0
GOODYEAR TIRE & RUBR CO COM 382550101 269 12,002 SH   SOLE   0 12,002 0
GOOGLE INC CL A 38259P508 2,618 2,990 SH   SOLE   0 2,990 0
HALLIBURTON CO COM 406216101 1,395 28,981 SH   SOLE   0 28,981 0
HANESBRANDS INC COM 410345102 2,669 42,840 SH   SOLE   0 42,840 0
HANOVER INS GROUP INC COM 410867105 5,688 102,832 SH   SOLE   0 102,832 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,699 311,695 SH   SOLE   0 311,695 0
HCA HOLDINGS INC COM 40412C101 1,683 39,375 SH   SOLE   0 39,375 0
HCP INC COM 40414L109 0 12 SH   SOLE   0 12 0
HEALTHSOUTH CORP COM NEW 421924309 5,471 158,681 SH   SOLE   0 158,681 0
HERSHEY CO COM 427866108 1,712 18,517 SH   SOLE   0 18,517 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,178 53,192 SH   SOLE   0 53,192 0
HEWLETT PACKARD CO COM 428236103 18 905 SH   SOLE   0 905 0
HOME DEPOT INC COM 437076102 15,773 207,952 SH   SOLE   0 207,952 0
HSN INC COM 404303109 4,887 91,145 SH   SOLE   0 91,145 0
HUNTINGTON INGALLS INDS INC COM 446413106 6,922 102,711 SH   SOLE   0 102,711 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 5,239 95,834 SH   SOLE   0 95,834 0
INTEGRYS ENERGY GROUP INC COM 45822P105 365 6,548 SH   SOLE   0 6,548 0
INTERNATIONAL BUSINESS MACHS COM 459200101 12,911 69,723 SH   SOLE   0 69,723 0
INTL PAPER CO COM 460146103 3,870 86,400 SH   SOLE   0 86,400 0
INVESCO LTD SHS G491BT108 4,152 130,178 SH   SOLE   0 130,178 0
JACOBS ENGR GROUP INC DEL COM 469814107 4,282 73,600 SH   SOLE   0 73,600 0
JOHNSON & JOHNSON COM 478160104 6,257 72,186 SH   SOLE   0 72,186 0
JPMORGAN CHASE & CO COM 46625H100 4,319 83,554 SH   SOLE   0 83,554 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,876 26,300 SH   SOLE   0 26,300 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 6,438 150,433 SH   SOLE   0 150,433 0
KELLOGG CO COM 487836108 2,366 40,300 SH   SOLE   0 40,300 0
KEYCORP NEW COM 493267108 1,013 88,900 SH   SOLE   0 88,900 0
KIMBERLY CLARK CORP COM 494368103 1,008 10,700 SH   SOLE   0 10,700 0
KIMCO RLTY CORP COM 49446R109 2,046 101,400 SH   SOLE   0 101,400 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 4,377 58,400 SH   SOLE   0 58,400 0
KROGER CO COM 501044101 11,981 297,006 SH   SOLE   0 297,006 0
LEAR CORP COM NEW 521865204 5,962 83,304 SH   SOLE   0 83,304 0
LENNOX INTL INC COM 526107107 10,060 133,683 SH   SOLE   0 133,683 0
LEXMARK INTL NEW CL A 529771107 718 21,763 SH   SOLE   0 21,763 0
LILLY ELI & CO COM 532457108 2,043 40,600 SH   SOLE   0 40,600 0
LINCOLN NATL CORP IND COM 534187109 6,789 161,683 SH   SOLE   0 161,683 0
LIONS GATE ENTMNT CORP COM NEW 535919203 878 25,066 SH   SOLE   0 25,066 0
LORILLARD INC COM 544147101 5,344 119,347 SH   SOLE   0 119,347 0
LSI CORPORATION COM 502161102 2,030 259,703 SH   SOLE   0 259,703 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 1,519 14,249 SH   SOLE   0 14,249 0
MACYS INC COM 55616P104 3,059 70,700 SH   SOLE   0 70,700 0
MANHATTAN ASSOCS INC COM 562750109 5,504 57,667 SH   SOLE   0 57,667 0
MANITOWOC INC COM 563571108 2,840 145,075 SH   SOLE   0 145,075 0
MARATHON OIL CORP COM 565849106 1,025 29,400 SH   SOLE   0 29,400 0
MARATHON PETE CORP COM 56585A102 14,464 224,891 SH   SOLE   0 224,891 0
MASCO CORP COM 574599106 96 4,540 SH   SOLE   0 4,540 0
MASTEC INC COM 576323109 692 22,871 SH   SOLE   0 22,871 0
MASTERCARD INC CL A 57636Q104 14,737 21,905 SH   SOLE   0 21,905 0
MCCORMICK & CO INC COM NON VTG 579780206 3,681 56,899 SH   SOLE   0 56,899 0
MCDONALDS CORP COM 580135101 4,079 42,400 SH   SOLE   0 42,400 0
MCGRAW HILL FINL INC COM 580645109 903 13,776 SH   SOLE   0 13,776 0
MCKESSON CORP COM 58155Q103 7,124 55,519 SH   SOLE   0 55,519 0
MDU RES GROUP INC COM 552690109 656 23,480 SH   SOLE   0 23,480 0
MEDTRONIC INC COM 585055106 5,564 104,494 SH   SOLE   0 104,494 0
MERCK & CO INC NEW COM 58933Y105 1,456 30,600 SH   SOLE   0 30,600 0
METLIFE INC COM 59156R108 2,045 43,564 SH   SOLE   0 43,564 0
METTLER TOLEDO INTERNATIONAL COM 592688105 499 2,082 SH   SOLE   0 2,082 0
MICROSEMI CORP COM 595137100 658 27,138 SH   SOLE   0 27,138 0
MICROSOFT CORP COM 594918104 3,896 116,975 SH   SOLE   0 116,975 0
MOLINA HEALTHCARE INC COM 60855R100 1,907 53,579 SH   SOLE   0 53,579 0
MOLSON COORS BREWING CO CL B 60871R209 4,346 86,700 SH   SOLE   0 86,700 0
MORGAN STANLEY COM NEW 617446448 1,018 37,800 SH   SOLE   0 37,800 0
MYLAN INC COM 628530107 1,759 46,096 SH   SOLE   0 46,096 0
MYRIAD GENETICS INC COM 62855J104 8,840 376,172 SH   SOLE   0 376,172 0
NEUSTAR INC CL A 64126X201 9,205 186,047 SH   SOLE   0 186,047 0
NEWMONT MINING CORP COM 651639106 2,475 88,100 SH   SOLE   0 88,100 0
NISOURCE INC COM 65473P105 1,395 45,175 SH   SOLE   0 45,175 0
NORDSTROM INC COM 655664100 5,192 92,400 SH   SOLE   0 92,400 0
NORFOLK SOUTHERN CORP COM 655844108 4,565 59,026 SH   SOLE   0 59,026 0
NU SKIN ENTERPRISES INC CL A 67018T105 8,878 92,733 SH   SOLE   0 92,733 0
NUCOR CORP COM 670346105 1,014 20,700 SH   SOLE   0 20,700 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 12,431 97,435 SH   SOLE   0 97,435 0
OASIS PETE INC NEW COM 674215108 4,720 96,028 SH   SOLE   0 96,028 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,995 32,025 SH   SOLE   0 32,025 0
OCEANEERING INTL INC COM 675232102 3,087 38,000 SH   SOLE   0 38,000 0
OMNICARE INC COM 681904108 5,304 95,570 SH   SOLE   0 95,570 0
OMNICOM GROUP INC COM 681919106 2,799 44,130 SH   SOLE   0 44,130 0
OSHKOSH CORP COM 688239201 4,459 91,048 SH   SOLE   0 91,048 0
PAREXEL INTL CORP COM 699462107 4,623 92,048 SH   SOLE   0 92,048 0
PEPSICO INC COM 713448108 1,287 16,200 SH   SOLE   0 16,200 0
PERRIGO CO COM 714290103 2,060 16,700 SH   SOLE   0 16,700 0
PETSMART INC COM 716768106 9,744 127,784 SH   SOLE   0 127,784 0
PFIZER INC COM 717081103 1,240 43,198 SH   SOLE   0 43,198 0
PG&E CORP COM 69331C108 2,594 63,400 SH   SOLE   0 63,400 0
PHILLIPS 66 COM 718546104 3,862 66,800 SH   SOLE   0 66,800 0
PINNACLE WEST CAP CORP COM 723484101 1,413 25,823 SH   SOLE   0 25,823 0
PNM RES INC COM 69349H107 1,125 49,719 SH   SOLE   0 49,719 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,776 346,306 SH   SOLE   0 346,306 0
PPL CORP COM 69351T106 1,133 37,300 SH   SOLE   0 37,300 0
PRAXAIR INC COM 74005P104 2,692 22,400 SH   SOLE   0 22,400 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,576 60,166 SH   SOLE   0 60,166 0
PROCTER & GAMBLE CO COM 742718109 2,009 26,587 SH   SOLE   0 26,587 0
PROTECTIVE LIFE CORP COM 743674103 2,102 49,414 SH   SOLE   0 49,414 0
PRUDENTIAL FINL INC COM 744320102 5,266 67,528 SH   SOLE   0 67,528 0
RALPH LAUREN CORP CL A 751212101 3,179 19,300 SH   SOLE   0 19,300 0
RANGE RES CORP COM 75281A109 4,644 61,200 SH   SOLE   0 61,200 0
RED HAT INC COM 756577102 4,628 100,324 SH   SOLE   0 100,324 0
REGIONS FINL CORP NEW COM 7591EP100 130 14,095 SH   SOLE   0 14,095 0
RITE AID CORP COM 767754104 3,666 770,190 SH   SOLE   0 770,190 0
ROCK-TENN CO CL A 772739207 3,767 37,200 SH   SOLE   0 37,200 0
ROCKWELL COLLINS INC COM 774341101 5,696 83,940 SH   SOLE   0 83,940 0
ROSS STORES INC COM 778296103 267 3,680 SH   SOLE   0 3,680 0
ROVI CORP COM 779376102 27 1,414 SH   SOLE   0 1,414 0
SANDISK CORP COM 80004C101 10,437 175,420 SH   SOLE   0 175,420 0
SCHWAB CHARLES CORP NEW COM 808513105 3,025 143,100 SH   SOLE   0 143,100 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 1,034 17,086 SH   SOLE   0 17,086 0
SHUTTERSTOCK INC COM 825690100 4,880 67,108 SH   SOLE   0 67,108 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 959 14,338 SH   SOLE   0 14,338 0
SL GREEN RLTY CORP COM 78440X101 1,146 12,900 SH   SOLE   0 12,900 0
SOUTHERN CO COM 842587107 1,628 39,549 SH   SOLE   0 39,549 0
SOUTHERN COPPER CORP COM 84265V105 4,972 182,561 SH   SOLE   0 182,561 0
SOUTHWESTERN ENERGY CO COM 845467109 4,504 123,816 SH   SOLE   0 123,816 0
STANCORP FINL GROUP INC COM 852891100 1,626 29,565 SH   SOLE   0 29,565 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 2,727 41,048 SH   SOLE   0 41,048 0
STARZ COM SER A 85571Q102 358 12,762 SH   SOLE   0 12,762 0
STATE STR CORP COM 857477103 7,048 107,202 SH   SOLE   0 107,202 0
SUPERVALU INC COM 868536103 610 74,156 SH   SOLE   0 74,156 0
SYMETRA FINL CORP COM 87151Q106 4,625 259,580 SH   SOLE   0 259,580 0
SYNOPSYS INC COM 871607107 307 8,147 SH   SOLE   0 8,147 0
SYNTEL INC COM 87162H103 1,549 19,344 SH   SOLE   0 19,344 0
TEAM HEALTH HOLDINGS INC COM 87817A107 3,420 90,170 SH   SOLE   0 90,170 0
TENET HEALTHCARE CORP COM NEW 88033G407 4,247 103,110 SH   SOLE   0 103,110 0
TENNECO INC COM 880349105 2,602 51,526 SH   SOLE   0 51,526 0
TERADATA CORP DEL COM 88076W103 3,864 69,700 SH   SOLE   0 69,700 0
TESORO CORP COM 881609101 9,064 206,072 SH   SOLE   0 206,072 0
TEXTRON INC COM 883203101 3,978 144,100 SH   SOLE   0 144,100 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,041 11,300 SH   SOLE   0 11,300 0
TIFFANY & CO NEW COM 886547108 1,984 25,900 SH   SOLE   0 25,900 0
TIME WARNER CABLE INC COM 88732J207 1,037 9,300 SH   SOLE   0 9,300 0
TJX COS INC NEW COM 872540109 5,378 95,355 SH   SOLE   0 95,355 0
TORO CO COM 891092108 3,722 68,498 SH   SOLE   0 68,498 0
TRANSDIGM GROUP INC COM 893641100 998 7,200 SH   SOLE   0 7,200 0
TRAVELERS COMPANIES INC COM 89417E109 4,241 50,041 SH   SOLE   0 50,041 0
TRINITY INDS INC COM 896522109 9,437 208,134 SH   SOLE   0 208,134 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 4,172 58,514 SH   SOLE   0 58,514 0
TYSON FOODS INC CL A 902494103 8,698 307,630 SH   SOLE   0 307,630 0
UGI CORP NEW COM 902681105 7,205 184,132 SH   SOLE   0 184,132 0
UNITED TECHNOLOGIES CORP COM 913017109 5,384 49,940 SH   SOLE   0 49,940 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 8,204 104,048 SH   SOLE   0 104,048 0
UNS ENERGY CORP COM 903119105 4,948 106,148 SH   SOLE   0 106,148 0
UNUM GROUP COM 91529Y106 1,298 42,655 SH   SOLE   0 42,655 0
US BANCORP DEL COM NEW 902973304 3,032 82,909 SH   SOLE   0 82,909 0
V F CORP COM 918204108 1,015 5,100 SH   SOLE   0 5,100 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 150 1,438 SH   SOLE   0 1,438 0
VALERO ENERGY CORP NEW COM 91913Y100 7,009 205,252 SH   SOLE   0 205,252 0
VALMONT INDS INC COM 920253101 5,417 39,001 SH   SOLE   0 39,001 0
VALUECLICK INC COM 92046N102 4,626 221,903 SH   SOLE   0 221,903 0
VANTIV INC CL A 92210H105 904 32,377 SH   SOLE   0 32,377 0
VECTREN CORP COM 92240G101 1,751 52,504 SH   SOLE   0 52,504 0
VERINT SYSTEMS INC COM 92343X100 134 3,632 SH   SOLE   0 3,632 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,552 290,448 SH   SOLE   0 290,448 0
VISA INC COM CL A 92826C839 10,104 52,874 SH   SOLE   0 52,874 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,776 137,827 SH   SOLE   0 137,827 0
VISTEON CORP COM NEW 92839U206 1,455 19,245 SH   SOLE   0 19,245 0
WABCO HLDGS INC COM 92927K102 10,677 126,722 SH   SOLE   0 126,722 0
WADDELL & REED FINL INC CL A 930059100 3,115 60,510 SH   SOLE   0 60,510 0
WAL-MART STORES INC COM 931142103 4,326 58,496 SH   SOLE   0 58,496 0
WASTE MGMT INC DEL COM 94106L109 1,546 37,489 SH   SOLE   0 37,489 0
WELLPOINT INC COM 94973V107 7,328 87,656 SH   SOLE   0 87,656 0
WELLS FARGO & CO NEW COM 949746101 1,865 45,143 SH   SOLE   0 45,143 0
WESTERN DIGITAL CORP COM 958102105 1,445 22,800 SH   SOLE   0 22,800 0
WESTERN REFNG INC COM 959319104 8,506 283,176 SH   SOLE   0 283,176 0
WESTERN UN CO COM 959802109 1,018 54,600 SH   SOLE   0 54,600 0
WEYERHAEUSER CO COM 962166104 2,075 72,500 SH   SOLE   0 72,500 0
WHIRLPOOL CORP COM 963320106 9,500 64,876 SH   SOLE   0 64,876 0
WHITEWAVE FOODS CO COM CL A 966244105 192 9,646 SH   SOLE   0 9,646 0
WISCONSIN ENERGY CORP COM 976657106 2,362 58,500 SH   SOLE   0 58,500 0
WORTHINGTON INDS INC COM 981811102 41 1,215 SH   SOLE   0 1,215 0
XCEL ENERGY INC COM 98389B100 1,444 52,312 SH   SOLE   0 52,312 0
YUM BRANDS INC COM 988498101 1,456 20,400 SH   SOLE   0 20,400 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 104 2,300 SH   SOLE   0 2,300 0