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
ABBOTT LABS COM 002824100 1,452 34,718 SH   SOLE   34,718 0 0
ABBVIE INC COM 00287Y109 2,429 42,521 SH   SOLE   42,521 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,817 15,741 SH   SOLE   15,741 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 452 2,816 SH   SOLE   2,816 0 0
AETNA INC NEW COM 00817Y108 2,540 22,606 SH   SOLE   22,606 0 0
AFLAC INC COM 001055102 294 4,656 SH   SOLE   4,656 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 507 12,723 SH   SOLE   12,723 0 0
AIR PRODS & CHEMS INC COM 009158106 888 6,165 SH   SOLE   6,165 0 0
ALCOA INC COM 013817101 1,219 127,267 SH   SOLE   127,267 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 884 4,016 SH   SOLE   4,016 0 0
ALLSTATE CORP COM 020002101 2,665 39,552 SH   SOLE   39,552 0 0
ALTRIA GROUP INC COM 02209S103 10,159 162,131 SH   SOLE   162,131 0 0
AMERICAN EXPRESS CO COM 025816109 2,436 39,678 SH   SOLE   39,678 0 0
AMERICAN TOWER CORP NEW COM 03027X100 730 7,128 SH   SOLE   7,128 0 0
AMPHENOL CORP NEW CL A 032095101 437 7,556 SH   SOLE   7,556 0 0
AON PLC SHS CL A G0408V102 644 6,170 SH   SOLE   6,170 0 0
APACHE CORP COM 037411105 1,285 26,317 SH   SOLE   26,317 0 0
AT&T INC COM 00206R102 4,606 117,585 SH   SOLE   117,585 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,542 39,486 SH   SOLE   39,486 0 0
AVALONBAY CMNTYS INC COM 053484101 813 4,275 SH   SOLE   4,275 0 0
B & G FOODS INC NEW COM 05508R106 390 11,200 SH   SOLE   11,200 0 0
BANC OF CALIFORNIA INC COM 05990K106 366 20,900 SH   SOLE   20,900 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,227 33,307 SH   SOLE   33,307 0 0
BAXTER INTL INC COM 071813109 1,324 32,230 SH   SOLE   32,230 0 0
BOSTON PROPERTIES INC COM 101121101 1,586 12,481 SH   SOLE   12,481 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,580 40,384 SH   SOLE   40,384 0 0
BROWN FORMAN CORP CL B 115637209 296 3,002 SH   SOLE   3,002 0 0
CABOT OIL & GAS CORP COM 127097103 1,446 63,676 SH   SOLE   63,676 0 0
CALATLANTIC GROUP INC COM 128195104 16,015 479,201 SH   SOLE   479,201 0 0
CAMPBELL SOUP CO COM 134429109 474 7,436 SH   SOLE   7,436 0 0
CARDINAL HEALTH INC COM 14149Y108 1,084 13,228 SH   SOLE   13,228 0 0
CATERPILLAR INC DEL COM 149123101 2,217 28,962 SH   SOLE   28,962 0 0
CBS CORP NEW CL B 124857202 1,305 23,694 SH   SOLE   23,694 0 0
SCHWAB CHARLES CORP NEW COM 808513105 2,526 90,161 SH   SOLE   90,161 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 994 2,110 SH   SOLE   2,110 0 0
CHUBB LIMITED COM H1467J104 1,256 10,542 SH   SOLE   10,542 0 0
CIMAREX ENERGY CO COM 171798101 664 6,824 SH   SOLE   6,824 0 0
CINCINNATI FINL CORP COM 172062101 201 3,069 SH   SOLE   3,069 0 0
CINTAS CORP COM 172908105 665 7,406 SH   SOLE   7,406 0 0
CISCO SYS INC COM 17275R102 3,952 138,810 SH   SOLE   138,810 0 0
CLOROX CO DEL COM 189054109 659 5,226 SH   SOLE   5,226 0 0
CME GROUP INC COM 12572Q105 2,882 30,000 SH   SOLE   30,000 0 0
COCA COLA CO COM 191216100 4,327 93,274 SH   SOLE   93,274 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,478 39,524 SH   SOLE   39,524 0 0
COLGATE PALMOLIVE CO COM 194162103 1,048 14,837 SH   SOLE   14,837 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 254 10,128 SH   SOLE   10,128 0 0
COMCAST CORP NEW CL A 20030N101 13,585 222,415 SH   SOLE   222,415 0 0
CONCHO RES INC COM 20605P101 809 8,009 SH   SOLE   8,009 0 0
CONOCOPHILLIPS COM 20825C104 641 15,916 SH   SOLE   15,916 0 0
CORNING INC COM 219350105 336 16,088 SH   SOLE   16,088 0 0
COSTAR GROUP INC COM 22160N109 395 2,098 SH   SOLE   2,098 0 0
COSTCO WHSL CORP NEW COM 22160K105 532 3,379 SH   SOLE   3,379 0 0
CSRA INC COM 12650T104 234 8,700 SH   SOLE   8,700 0 0
CUBESMART COM 229663109 586 17,600 SH   SOLE   17,600 0 0
CUMMINS INC COM 231021106 1,222 11,119 SH   SOLE   11,119 0 0
CVS HEALTH CORP COM 126650100 10,517 101,391 SH   SOLE   101,391 0 0
D R HORTON INC COM 23331A109 61,829 2,045,297 SH   SOLE   2,045,297 0 0
DARDEN RESTAURANTS INC COM 237194105 540 8,143 SH   SOLE   8,143 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,036 14,120 SH   SOLE   14,120 0 0
DEERE & CO COM 244199105 1,794 23,300 SH   SOLE   23,300 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 581 7,738 SH   SOLE   7,738 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,264 46,058 SH   SOLE   46,058 0 0
DIPLOMAT PHARMACY INC COM 25456K101 611 22,300 SH   SOLE   22,300 0 0
DISCOVER FINL SVCS COM 254709108 2,281 44,796 SH   SOLE   44,796 0 0
DISH NETWORK CORP CL A 25470M109 1,386 29,961 SH   SOLE   29,961 0 0
DOLLAR GEN CORP NEW COM 256677105 29,451 344,054 SH   SOLE   344,054 0 0
DOW CHEM CO COM 260543103 4,163 81,854 SH   SOLE   81,854 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 511 5,713 SH   SOLE   5,713 0 0
DTE ENERGY CO COM 233331107 553 6,105 SH   SOLE   6,105 0 0
ECOLAB INC COM 278865100 716 6,420 SH   SOLE   6,420 0 0
EDISON INTL COM 281020107 623 8,666 SH   SOLE   8,666 0 0
E M C CORP MASS COM 268648102 381 14,300 SH   SOLE   14,300 0 0
EOG RES INC COM 26875P101 5,038 69,416 SH   SOLE   69,416 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,246 29,929 SH   SOLE   29,929 0 0
ESSEX PPTY TR INC COM 297178105 444 1,899 SH   SOLE   1,899 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,243 47,214 SH   SOLE   47,214 0 0
FASTENAL CO COM 311900104 2,137 43,614 SH   SOLE   43,614 0 0
FEDEX CORP COM 31428X106 30,508 187,486 SH   SOLE   187,486 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,194 18,852 SH   SOLE   18,852 0 0
FIFTH THIRD BANCORP COM 316773100 881 52,794 SH   SOLE   52,794 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 2,292 100,800 SH   SOLE   100,800 0 0
FISERV INC COM 337738108 1,572 15,329 SH   SOLE   15,329 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 695 51,486 SH   SOLE   51,486 0 0
FRANKLIN RES INC COM 354613101 821 21,019 SH   SOLE   21,019 0 0
FREEPORT-MCMORAN INC CL B 35671D857 555 53,700 SH   SOLE   53,700 0 0
GAP INC DEL COM 364760108 368 12,528 SH   SOLE   12,528 0 0
GENERAL DYNAMICS CORP COM 369550108 1,114 8,483 SH   SOLE   8,483 0 0
GENERAL ELECTRIC CO COM 369604103 5,985 188,267 SH   SOLE   188,267 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 2,392 80,455 SH   SOLE   80,455 0 0
GENERAL MLS INC COM 370334104 871 13,747 SH   SOLE   13,747 0 0
GENUINE PARTS CO COM 372460105 390 3,927 SH   SOLE   3,927 0 0
HARMAN INTL INDS INC COM 413086109 436 4,900 SH   SOLE   4,900 0 0
HARRIS CORP DEL COM 413875105 623 8,002 SH   SOLE   8,002 0 0
HCP INC COM 40414L109 2,080 63,845 SH   SOLE   63,845 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,249 37,766 SH   SOLE   37,766 0 0
HELMERICH & PAYNE INC COM 423452101 444 7,557 SH   SOLE   7,557 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,151 64,927 SH   SOLE   64,927 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 252 11,200 SH   SOLE   11,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104 810 48,504 SH   SOLE   48,504 0 0
HP INC COM 40434L105 1,900 154,239 SH   SOLE   154,239 0 0
HUNT J B TRANS SVCS INC COM 445658107 636 7,546 SH   SOLE   7,546 0 0
ILLINOIS TOOL WKS INC COM 452308109 643 6,274 SH   SOLE   6,274 0 0
INGERSOLL-RAND PLC SHS G47791101 845 13,633 SH   SOLE   13,633 0 0
INTUIT COM 461202103 2,773 26,663 SH   SOLE   26,663 0 0
JETBLUE AIRWAYS CORP COM 477143101 428 20,281 SH   SOLE   20,281 0 0
JOHNSON CTLS INC COM 478366107 1,349 34,624 SH   SOLE   34,624 0 0
JPMORGAN CHASE & CO COM 46625H100 3,719 62,803 SH   SOLE   62,803 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,144 13,389 SH   SOLE   13,389 0 0
KB HOME COM 48666K109 8,054 564,030 SH   SOLE   564,030 0 0
KIMBERLY CLARK CORP COM 494368103 704 5,234 SH   SOLE   5,234 0 0
KIMCO RLTY CORP COM 49446R109 476 16,540 SH   SOLE   16,540 0 0
KNIGHT TRANSN INC COM 499064103 1,174 44,895 SH   SOLE   44,895 0 0
KRAFT HEINZ CO COM 500754106 1,402 17,844 SH   SOLE   17,844 0 0
KROGER CO COM 501044101 2,444 63,887 SH   SOLE   63,887 0 0
LAM RESEARCH CORP COM 512807108 1,030 12,471 SH   SOLE   12,471 0 0
LENNAR CORP CL A 526057104 52,766 1,091,118 SH   SOLE   1,091,118 0 0
LINCOLN NATL CORP IND COM 534187109 642 16,380 SH   SOLE   16,380 0 0
LINKEDIN CORP COM CL A 53578A108 1,806 15,792 SH   SOLE   15,792 0 0
LOWES COS INC COM 548661107 4,712 62,202 SH   SOLE   62,202 0 0
M/I HOMES INC COM 55305B101 2,840 152,295 SH   SOLE   152,295 0 0
MACYS INC COM 55616P104 1,032 23,399 SH   SOLE   23,399 0 0
MARATHON OIL CORP COM 565849106 1,096 98,362 SH   SOLE   98,362 0 0
MARSH & MCLENNAN COS INC COM 571748102 658 10,819 SH   SOLE   10,819 0 0
MARTIN MARIETTA MATLS INC COM 573284106 697 4,369 SH   SOLE   4,369 0 0
MASTERCARD INC CL A 57636Q104 691 7,310 SH   SOLE   7,310 0 0
MATCH GROUP INC COM 57665R106 332 30,000 SH   SOLE   30,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 721 7,246 SH   SOLE   7,246 0 0
M D C HLDGS INC COM 552676108 6,079 242,570 SH   SOLE   242,570 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 340 4,000 SH   SOLE   4,000 0 0
MEDTRONIC PLC SHS G5960L103 1,385 18,470 SH   SOLE   18,470 0 0
MERCK & CO INC NEW COM 58933Y105 3,355 63,401 SH   SOLE   63,401 0 0
MERITAGE HOMES CORP COM 59001A102 8,342 228,785 SH   SOLE   228,785 0 0
MONDELEZ INTL INC CL A 609207105 2,235 55,704 SH   SOLE   55,704 0 0
MONSANTO CO NEW COM 61166W101 1,763 20,095 SH   SOLE   20,095 0 0
MORGAN STANLEY COM NEW 617446448 2,014 80,532 SH   SOLE   80,532 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 451 5,961 SH   SOLE   5,961 0 0
NEWFIELD EXPL CO COM 651290108 372 11,177 SH   SOLE   11,177 0 0
NIKE INC CL B 654106103 2,496 40,604 SH   SOLE   40,604 0 0
NOBLE ENERGY INC COM 655044105 764 24,320 SH   SOLE   24,320 0 0
NORFOLK SOUTHERN CORP COM 655844108 216 2,591 SH   SOLE   2,591 0 0
NORTHERN TR CORP COM 665859104 522 8,016 SH   SOLE   8,016 0 0
NUCOR CORP COM 670346105 1,800 38,050 SH   SOLE   38,050 0 0
NVR INC COM 62944T105 41,020 23,678 SH   SOLE   23,678 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,995 29,157 SH   SOLE   29,157 0 0
OMNICOM GROUP INC COM 681919106 750 9,009 SH   SOLE   9,009 0 0
ORACLE CORP COM 68389X105 3,854 94,207 SH   SOLE   94,207 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,789 6,539 SH   SOLE   6,539 0 0
PG&E CORP COM 69331C108 959 16,054 SH   SOLE   16,054 0 0
PACKAGING CORP AMER COM 695156109 330 5,471 SH   SOLE   5,471 0 0
PAYCHEX INC COM 704326107 1,825 33,794 SH   SOLE   33,794 0 0
PHILIP MORRIS INTL INC COM 718172109 1,703 17,362 SH   SOLE   17,362 0 0
PIONEER NAT RES CO COM 723787107 1,522 10,815 SH   SOLE   10,815 0 0
PNC FINL SVCS GROUP INC COM 693475105 994 11,752 SH   SOLE   11,752 0 0
POLARIS INDS INC COM 731068102 288 2,924 SH   SOLE   2,924 0 0
PPL CORP COM 69351T106 853 22,396 SH   SOLE   22,396 0 0
PROCTER & GAMBLE CO COM 742718109 3,891 47,276 SH   SOLE   47,276 0 0
PULTE GROUP INC COM 745867101 37,257 1,991,309 SH   SOLE   1,991,309 0 0
QEP RES INC COM 74733V100 670 47,500 SH   SOLE   47,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 646 9,047 SH   SOLE   9,047 0 0
RAYTHEON CO COM NEW 755111507 1,131 9,221 SH   SOLE   9,221 0 0
REGIONS FINL CORP NEW COM 7591EP100 274 34,861 SH   SOLE   34,861 0 0
REPUBLIC SVCS INC COM 760759100 1,453 30,500 SH   SOLE   30,500 0 0
REYNOLDS AMERICAN INC COM 761713106 624 12,410 SH   SOLE   12,410 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,212 6,632 SH   SOLE   6,632 0 0
ROSS STORES INC COM 778296103 1,542 26,630 SH   SOLE   26,630 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 823 14,296 SH   SOLE   14,296 0 0
SALESFORCE COM INC COM 79466L302 436 5,900 SH   SOLE   5,900 0 0
SBA COMMUNICATIONS CORP COM 78388J106 840 8,382 SH   SOLE   8,382 0 0
SCHLUMBERGER LTD COM 806857108 4,207 57,043 SH   SOLE   57,043 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 562 16,318 SH   SOLE   16,318 0 0
SEMPRA ENERGY COM 816851109 570 5,481 SH   SOLE   5,481 0 0
SIMON PPTY GROUP INC NEW COM 828806109 264 1,270 SH   SOLE   1,270 0 0
SOUTHERN CO COM 842587107 651 12,580 SH   SOLE   12,580 0 0
SOUTHWEST AIRLS CO COM 844741108 1,841 41,098 SH   SOLE   41,098 0 0
SOUTHWESTERN ENERGY CO COM 845467109 169 20,946 SH   SOLE   20,946 0 0
ST JUDE MED INC COM 790849103 564 10,259 SH   SOLE   10,259 0 0
STARBUCKS CORP COM 855244109 830 13,900 SH   SOLE   13,900 0 0
STATE STR CORP COM 857477103 1,041 17,786 SH   SOLE   17,786 0 0
STRYKER CORP COM 863667101 764 7,121 SH   SOLE   7,121 0 0
SWIFT TRANSN CO CL A 87074U101 1,246 66,881 SH   SOLE   66,881 0 0
SYSCO CORP COM 871829107 692 14,800 SH   SOLE   14,800 0 0
PRICE T ROWE GROUP INC COM 74144T108 609 8,297 SH   SOLE   8,297 0 0
TEXAS INSTRS INC COM 882508104 1,545 26,904 SH   SOLE   26,904 0 0
TIME WARNER CABLE INC COM 88732J207 1,948 9,522 SH   SOLE   9,522 0 0
TIMKEN CO COM 887389104 1,208 36,061 SH   SOLE   36,061 0 0
TOLL BROTHERS INC COM 889478103 29,680 1,005,774 SH   SOLE   1,005,774 0 0
TOPBUILD CORP COM 89055F103 7,058 237,309 SH   SOLE   237,309 0 0
TRI POINTE GROUP INC COM 87265H109 10,636 902,892 SH   SOLE   902,892 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 2,050 73,518 SH   SOLE   73,518 0 0
TYCO INTL PLC SHS G91442106 584 15,903 SH   SOLE   15,903 0 0
UNION PAC CORP COM 907818108 3,736 46,960 SH   SOLE   46,960 0 0
UNITED RENTALS INC COM 911363109 1,654 26,599 SH   SOLE   26,599 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,410 26,456 SH   SOLE   26,456 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 759 6,082 SH   SOLE   6,082 0 0
URBAN OUTFITTERS INC COM 917047102 5,879 177,675 SH   SOLE   177,675 0 0
US BANCORP DEL COM NEW 902973304 6,183 152,319 SH   SOLE   152,319 0 0
VERISK ANALYTICS INC COM 92345Y106 870 10,883 SH   SOLE   10,883 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,895 330,905 SH   SOLE   330,905 0 0
VIACOM INC NEW CL B 92553P201 861 20,865 SH   SOLE   20,865 0 0
VORNADO RLTY TR SH BEN INT 929042109 403 4,267 SH   SOLE   4,267 0 0
VULCAN MATLS CO COM 929160109 907 8,589 SH   SOLE   8,589 0 0
WAL-MART STORES INC COM 931142103 3,439 50,210 SH   SOLE   50,210 0 0
WEC ENERGY GROUP INC COM 92939U106 1,462 24,345 SH   SOLE   24,345 0 0
WELLS FARGO & CO NEW COM 949746101 12,933 267,422 SH   SOLE   267,422 0 0
WELLTOWER INC COM 95040Q104 572 8,242 SH   SOLE   8,242 0 0
WERNER ENTERPRISES INC COM 950755108 1,185 43,628 SH   SOLE   43,628 0 0
GRAINGER W W INC COM 384802104 1,106 4,738 SH   SOLE   4,738 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 737 9,638 SH   SOLE   9,638 0 0
XCEL ENERGY INC COM 98389B100 2,166 51,783 SH   SOLE   51,783 0 0
XEROX CORP COM 984121103 333 29,810 SH   SOLE   29,810 0 0
YUM BRANDS INC COM 988498101 1,707 20,857 SH   SOLE   20,857 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 896 8,400 SH   SOLE   8,400 0 0
ZOETIS INC CL A 98978V103 567 12,800 SH   SOLE   12,800 0 0