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 1,694 43,101 SH   SOLE   43,101 0 0
ABBVIE INC COM 00287Y109 3,226 52,112 SH   SOLE   52,112 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 372 2,300 SH   SOLE   2,300 0 0
AETNA INC NEW COM 00817Y108 2,635 21,574 SH   SOLE   21,574 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 411 9,255 SH   SOLE   9,255 0 0
AIR PRODS & CHEMS INC COM 009158106 680 4,788 SH   SOLE   4,788 0 0
ALCOA INC COM 013817101 719 77,540 SH   SOLE   77,540 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 751 3,833 SH   SOLE   3,833 0 0
ALLSTATE CORP COM 020002101 2,509 35,869 SH   SOLE   35,869 0 0
ALTRIA GROUP INC COM 02209S103 18,622 270,037 SH   SOLE   270,037 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,449 51,198 SH   SOLE   51,198 0 0
AMERICAN EXPRESS CO COM 025816109 1,419 23,358 SH   SOLE   23,358 0 0
AMERICAN TOWER CORP NEW COM 03027X100 984 8,658 SH   SOLE   8,658 0 0
AMERIPRISE FINL INC COM 03076C106 526 5,853 SH   SOLE   5,853 0 0
AON PLC SHS CL A G0408V102 592 5,421 SH   SOLE   5,421 0 0
APACHE CORP COM 37411105 968 17,397 SH   SOLE   17,397 0 0
AT&T INC COM 00206R102 4,239 98,112 SH   SOLE   98,112 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,432 37,361 SH   SOLE   37,361 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,026 26,406 SH   SOLE   26,406 0 0
BAXTER INTL INC COM 071813109 991 21,924 SH   SOLE   21,924 0 0
BOSTON PROPERTIES INC COM 101121101 1,715 13,003 SH   SOLE   13,003 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,986 27,003 SH   SOLE   27,003 0 0
BROWN FORMAN CORP CL B 115637209 314 3,144 SH   SOLE   3,144 0 0
CABOT OIL & GAS CORP COM 127097103 658 25,554 SH   SOLE   25,554 0 0
CALATLANTIC GROUP INC COM 128195104 17,591 479,201 SH   SOLE   479,201 0 0
CAMPBELL SOUP CO COM 134429109 605 9,099 SH   SOLE   9,099 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,001 15,762 SH   SOLE   15,762 0 0
CARDINAL HEALTH INC COM 14149Y108 853 10,935 SH   SOLE   10,935 0 0
CATERPILLAR INC DEL COM 149123101 1,825 24,069 SH   SOLE   24,069 0 0
CBS CORP NEW CL B 124857202 1,025 18,831 SH   SOLE   18,831 0 0
SCHWAB CHARLES CORP NEW COM 808513105 2,487 98,259 SH   SOLE   98,259 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 772 1,918 SH   SOLE   1,918 0 0
CHUBB LIMITED COM H1467J104 1,060 8,106 SH   SOLE   8,106 0 0
CIMAREX ENERGY CO COM 171798101 697 5,844 SH   SOLE   5,844 0 0
CINCINNATI FINL CORP COM 172062101 200 2,664 SH   SOLE   2,664 0 0
CINTAS CORP COM 172908105 694 7,068 SH   SOLE   7,068 0 0
CISCO SYS INC COM 17275R102 3,237 112,815 SH   SOLE   112,815 0 0
CLOROX CO DEL COM 189054109 606 4,377 SH   SOLE   4,377 0 0
CME GROUP INC COM 12572Q105 2,922 30,000 SH   SOLE   30,000 0 0
COACH INC COM 189754104 306 7,509 SH   SOLE   7,509 0 0
COCA COLA CO COM 191216100 2,947 65,004 SH   SOLE   65,004 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,159 37,720 SH   SOLE   37,720 0 0
COLGATE PALMOLIVE CO COM 194162103 1,015 13,863 SH   SOLE   13,863 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 484 18,987 SH   SOLE   18,987 0 0
CONCHO RES INC COM 20605P101 884 7,414 SH   SOLE   7,414 0 0
COSTAR GROUP INC COM 22160N109 438 2,002 SH   SOLE   2,002 0 0
COSTCO WHSL CORP NEW COM 22160K105 569 3,623 SH   SOLE   3,623 0 0
CVS HEALTH CORP COM 126650100 8,909 93,050 SH   SOLE   93,050 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 9,495 900,000 SH   SOLE   900,000 0 0
D R HORTON INC COM 23331A109 64,304 2,042,698 SH   SOLE   2,042,698 0 0
DARDEN RESTAURANTS INC COM 237194105 492 7,771 SH   SOLE   7,771 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,027 13,285 SH   SOLE   13,285 0 0
DEERE & CO COM 244199105 1,106 13,647 SH   SOLE   13,647 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 522 8,342 SH   SOLE   8,342 0 0
DISCOVER FINL SVCS COM 254709108 2,224 41,493 SH   SOLE   41,493 0 0
DISH NETWORK CORP CL A 25470M109 1,498 28,594 SH   SOLE   28,594 0 0
DOLLAR GEN CORP NEW COM 256677105 1,723 18,332 SH   SOLE   18,332 0 0
DOW CHEM CO COM 260543103 1,570 31,578 SH   SOLE   31,578 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 653 6,756 SH   SOLE   6,756 0 0
DTE ENERGY CO COM 233331107 434 4,383 SH   SOLE   4,383 0 0
DYNEGY INC NEW DEL COM 26817R108 18,138 1,052,081 SH   SOLE   1,052,081 0 0
EASTMAN CHEM CO COM 277432100 371 5,460 SH   SOLE   5,460 0 0
EATON CORP PLC SHS G29183103 250 4,188 SH   SOLE   4,188 0 0
ECOLAB INC COM 278865100 655 5,526 SH   SOLE   5,526 0 0
EDISON INTL COM 281020107 679 8,736 SH   SOLE   8,736 0 0
EOG RES INC COM 26875P101 2,829 33,916 SH   SOLE   33,916 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,415 45,059 SH   SOLE   45,059 0 0
FASTENAL CO COM 311900104 994 22,398 SH   SOLE   22,398 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,289 17,495 SH   SOLE   17,495 0 0
FIFTH THIRD BANCORP COM 316773100 668 37,983 SH   SOLE   37,983 0 0
FISERV INC COM 337738108 1,591 14,629 SH   SOLE   14,629 0 0
FRANKLIN RES INC COM 354613101 559 16,737 SH   SOLE   16,737 0 0
GENERAL DYNAMICS CORP COM 369550108 995 7,149 SH   SOLE   7,149 0 0
GENERAL ELECTRIC CO COM 369604103 5,151 163,614 SH   SOLE   163,614 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 2,220 74,463 SH   SOLE   74,463 0 0
GENERAL MLS INC COM 370334104 1,018 14,274 SH   SOLE   14,274 0 0
GENUINE PARTS CO COM 372460105 357 3,525 SH   SOLE   3,525 0 0
GILEAD SCIENCES INC COM 375558103 1,097 13,151 SH   SOLE   13,151 0 0
BLOCK H & R INC COM 093671105 14,475 629,338 SH   SOLE   629,338 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 554 12,483 SH   SOLE   12,483 0 0
HASBRO INC COM 418056107 359 4,272 SH   SOLE   4,272 0 0
HCP INC COM 40414L109 1,584 44,779 SH   SOLE   44,779 0 0
HELMERICH & PAYNE INC COM 423452101 447 6,653 SH   SOLE   6,653 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 923 50,544 SH   SOLE   50,544 0 0
HORMEL FOODS CORP COM 440452100 588 16,053 SH   SOLE   16,053 0 0
HP INC COM 40434L105 1,042 83,064 SH   SOLE   83,064 0 0
HUNT J B TRANS SVCS INC COM 445658107 583 7,201 SH   SOLE   7,201 0 0
ILLINOIS TOOL WKS INC COM 452308109 740 7,104 SH   SOLE   7,104 0 0
IMMUNOGEN INC COM 45253H101 1,657 537,854 SH   SOLE   537,854 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 13,628 95,512 SH   SOLE   95,512 0 0
INTUIT COM 461202103 2,632 23,580 SH   SOLE   23,580 0 0
JETBLUE AIRWAYS CORP COM 477143101 321 19,355 SH   SOLE   19,355 0 0
SMUCKER J M CO COM NEW 832696405 13,458 88,300 SH   SOLE   88,300 0 0
JOHNSON CTLS INC COM 478366107 841 19,002 SH   SOLE   19,002 0 0
JPMORGAN CHASE & CO COM 46625H100 4,234 68,136 SH   SOLE   68,136 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 605 6,719 SH   SOLE   6,719 0 0
KB HOME COM 48666K109 8,594 565,030 SH   SOLE   565,030 0 0
KIMBERLY CLARK CORP COM 494368103 1,186 8,625 SH   SOLE   8,625 0 0
KIMCO RLTY CORP COM 49446R109 384 12,240 SH   SOLE   12,240 0 0
KRAFT HEINZ CO COM 500754106 1,323 14,952 SH   SOLE   14,952 0 0
KROGER CO COM 501044101 1,206 32,771 SH   SOLE   32,771 0 0
LENNAR CORP CL A 526057104 50,306 1,091,243 SH   SOLE   1,091,243 0 0
LINCOLN NATL CORP IND COM 534187109 1,046 26,981 SH   SOLE   26,981 0 0
LOWES COS INC COM 548661107 5,844 73,816 SH   SOLE   73,816 0 0
M/I HOMES INC COM 55305B101 2,868 152,295 SH   SOLE   152,295 0 0
MACYS INC COM 55616P104 1,266 37,656 SH   SOLE   37,656 0 0
MARSH & MCLENNAN COS INC COM 571748102 545 7,959 SH   SOLE   7,959 0 0
MARTIN MARIETTA MATLS INC COM 573284106 800 4,169 SH   SOLE   4,169 0 0
MASCO CORP COM 574599106 496 16,044 SH   SOLE   16,044 0 0
MCCORMICK & CO INC COM NON VTG 579780206 350 3,285 SH   SOLE   3,285 0 0
M D C HLDGS INC COM 552676108 5,904 242,570 SH   SOLE   242,570 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 674 7,431 SH   SOLE   7,431 0 0
MEDTRONIC PLC SHS G5960L103 2,074 23,907 SH   SOLE   23,907 0 0
MERCK & CO INC COM 58933Y105 2,655 46,086 SH   SOLE   46,086 0 0
MERITAGE HOMES CORP COM 59001A102 8,589 228,785 SH   SOLE   228,785 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 11,739 440,000 SH   SOLE   440,000 0 0
MONDELEZ INTL INC CL A 609207105 1,728 37,980 SH   SOLE   37,980 0 0
MONSANTO CO NEW COM 61166W101 1,467 14,184 SH   SOLE   14,184 0 0
MORGAN STANLEY COM NEW 617446448 1,912 73,605 SH   SOLE   73,605 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 406 6,153 SH   SOLE   6,153 0 0
MTS SYS CORP COM 553777103 2,400 54,753 SH   SOLE   54,753 0 0
NEWFIELD EXPL CO COM 651290108 444 10,058 SH   SOLE   10,058 0 0
NIKE INC CL B 654106103 2,385 43,209 SH   SOLE   43,209 0 0
NOBLE ENERGY INC COM 655044105 698 19,464 SH   SOLE   19,464 0 0
NORTHERN TR CORP COM 665859104 433 6,528 SH   SOLE   6,528 0 0
NUCOR CORP COM 670346105 1,519 30,745 SH   SOLE   30,745 0 0
NVR INC COM 62944T105 42,155 23,678 SH   SOLE   23,678 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,553 20,556 SH   SOLE   20,556 0 0
OMNICOM GROUP INC COM 681919106 597 7,329 SH   SOLE   7,329 0 0
ORACLE CORP COM 68389X105 2,424 59,229 SH   SOLE   59,229 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,692 6,240 SH   SOLE   6,240 0 0
PG&E CORP COM 69331C108 753 11,781 SH   SOLE   11,781 0 0
PACKAGING CORP AMER COM 695156109 405 6,049 SH   SOLE   6,049 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 344 22,415 SH   SOLE   22,415 0 0
PAYCHEX INC COM 704326107 1,873 31,473 SH   SOLE   31,473 0 0
PENTAIR PLC SHS G7S00T104 350 6,006 SH   SOLE   6,006 0 0
PHILIP MORRIS INTL INC COM 718172109 1,978 19,443 SH   SOLE   19,443 0 0
PIONEER NAT RES CO COM 723787107 1,395 9,224 SH   SOLE   9,224 0 0
PNC FINL SVCS GROUP INC COM 693475105 848 10,413 SH   SOLE   10,413 0 0
PPL CORP COM 69351T106 731 19,359 SH   SOLE   19,359 0 0
PROCTER & GAMBLE CO COM 742718109 2,995 35,376 SH   SOLE   35,376 0 0
PULTE GROUP INC COM 745867101 38,811 1,991,309 SH   SOLE   1,991,309 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,091 13,404 SH   SOLE   13,404 0 0
RAYTHEON CO COM NEW 755111507 1,058 7,782 SH   SOLE   7,782 0 0
REGIONS FINL CORP NEW COM 7591EP100 754 88,569 SH   SOLE   88,569 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,316 149,024 SH   SOLE   149,024 0 0
REPUBLIC SVCS INC COM 760759100 1,465 28,554 SH   SOLE   28,554 0 0
REYNOLDS AMERICAN INC COM 761713106 1,221 22,638 SH   SOLE   22,638 0 0
ROSS STORES INC COM 778296103 1,441 25,415 SH   SOLE   25,415 0 0
RED ROCK RESORTS INC CL A 75700L108 5,990 272,500 SH   SOLE   272,500 0 0
SBA COMMUNICATIONS CORP COM 78388J106 863 7,999 SH   SOLE   7,999 0 0
SCHLUMBERGER LTD COM 806857108 3,268 41,328 SH   SOLE   41,328 0 0
SEMPRA ENERGY COM 816851109 640 5,613 SH   SOLE   5,613 0 0
SL GREEN RLTY CORP COM 78440X101 437 4,107 SH   SOLE   4,107 0 0
SOUTHERN CO COM 842587107 559 10,417 SH   SOLE   10,417 0 0
SOUTHWEST AIRLS CO COM 844741108 828 21,107 SH   SOLE   21,107 0 0
SOUTHWESTERN ENERGY CO COM 845467109 249 19,810 SH   SOLE   19,810 0 0
ST JUDE MED INC COM 790849103 857 10,989 SH   SOLE   10,989 0 0
STARBUCKS CORP COM 855244109 798 13,974 SH   SOLE   13,974 0 0
STATE STR CORP COM 857477103 670 12,423 SH   SOLE   12,423 0 0
STRYKER CORP COM 863667101 732 6,105 SH   SOLE   6,105 0 0
SYSCO CORP COM 871829107 898 17,697 SH   SOLE   17,697 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,172 16,065 SH   SOLE   16,065 0 0
TEXAS INSTRS INC COM 882508104 1,481 23,646 SH   SOLE   23,646 0 0
TOLL BROTHERS INC COM 889478103 27,065 1,005,774 SH   SOLE   1,005,774 0 0
TOPBUILD CORP COM 89055F103 8,591 237,309 SH   SOLE   237,309 0 0
TRI POINTE GROUP INC COM 87265H109 10,672 902,892 SH   SOLE   902,892 0 0
TUTOR PERINI CORP COM 901109108 3,273 138,994 SH   SOLE   138,994 0 0
TYCO INTL PLC SHS G91442106 580 13,617 SH   SOLE   13,617 0 0
UNION PAC CORP COM 907818108 4,727 54,183 SH   SOLE   54,183 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,128 43,401 SH   SOLE   43,401 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 821 6,119 SH   SOLE   6,119 0 0
US BANCORP DEL COM NEW 902973304 5,883 145,881 SH   SOLE   145,881 0 0
US FOODS HLDG CORP COM 912008109 10,763 444,000 SH   SOLE   444,000 0 0
VERISK ANALYTICS INC COM 92345Y106 842 10,386 SH   SOLE   10,386 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,575 314,736 SH   SOLE   314,736 0 0
VIACOM INC NEW CL B 92553P201 507 12,234 SH   SOLE   12,234 0 0
VORNADO RLTY TR SH BEN INT 929042109 379 3,786 SH   SOLE   3,786 0 0
VULCAN MATLS CO COM 929160109 987 8,197 SH   SOLE   8,197 0 0
DISNEY WALT CO COM DISNEY 254687106 3,618 36,990 SH   SOLE   36,990 0 0
WEC ENERGY GROUP INC COM 92939U106 536 8,201 SH   SOLE   8,201 0 0
WELLS FARGO & CO NEW COM 949746101 13,006 274,803 SH   SOLE   274,803 0 0
WELLTOWER INC COM 95040Q104 795 10,440 SH   SOLE   10,440 0 0
WESTERN DIGITAL CORP COM 958102105 1,077 22,794 SH   SOLE   22,794 0 0
WYNN RESORTS LTD COM 983134107 1,142 12,597 SH   SOLE   12,597 0 0
XCEL ENERGY INC COM 98389B100 2,110 47,114 SH   SOLE   47,114 0 0
XEROX CORP COM 984121103 344 36,255 SH   SOLE   36,255 0 0
YUM BRANDS INC COM 988498101 1,066 12,852 SH   SOLE   12,852 0 0