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 738 4,478 SH   SOLE   0 4,478 0
ABBOTT LABS COM 002824100 1,417 30,600 SH   SOLE   0 30,600 0
ABBVIE INC COM 00287Y109 6,740 115,139 SH   SOLE   0 115,139 0
ACUITY BRANDS INC COM 00508Y102 18,320 108,949 SH   SOLE   0 108,949 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,661 11,100 SH   SOLE   0 11,100 0
AETNA INC NEW COM 00817Y108 21,471 201,549 SH   SOLE   0 201,549 0
AFFILIATED MANAGERS GROUP COM 008252108 1,571 7,317 SH   SOLE   0 7,317 0
AGILENT TECHNOLOGIES INC COM 00846U101 153 3,700 SH   SOLE   0 3,700 0
AGL RES INC COM 001204106 1,593 32,100 SH   SOLE   0 32,100 0
AIRGAS INC COM 009363102 1,761 16,600 SH   SOLE   0 16,600 0
ALASKA AIR GROUP INC COM 011659109 25,393 383,701 SH   SOLE   0 383,701 0
ALBEMARLE CORP COM 012653101 2,197 41,583 SH   SOLE   0 41,583 0
ALCOA INC COM 013817101 37,300 2,887,025 SH   SOLE   0 2,887,025 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 137 1,400 SH   SOLE   0 1,400 0
ALEXION PHARMACEUTICALS INC COM 015351109 47,556 274,420 SH   SOLE   0 274,420 0
ALLSTATE CORP COM 020002101 6,122 86,022 SH   SOLE   0 86,022 0
ALLY FINL INC COM 02005N100 4,926 234,838 SH   SOLE   0 234,838 0
ALTRIA GROUP INC COM 02209S103 36,043 720,590 SH   SOLE   0 720,590 0
AMERICAN FINL GROUP INC OHIO COM 025932104 2,049 31,947 SH   SOLE   0 31,947 0
AMERICAN INTL GROUP INC COM NEW 026874784 7,335 133,887 SH   SOLE   0 133,887 0
AMERICAN TOWER CORP NEW COM 03027X100 1,751 18,600 SH   SOLE   0 18,600 0
AMERIPRISE FINL INC COM 03076C106 968 7,400 SH   SOLE   0 7,400 0
AMERISOURCEBERGEN CORP COM 03073E105 27,786 244,452 SH   SOLE   0 244,452 0
AMETEK INC NEW COM 031100100 1,718 32,700 SH   SOLE   0 32,700 0
AMGEN INC COM 031162100 66,964 418,919 SH   SOLE   0 418,919 0
AMKOR TECHNOLOGY INC COM 031652100 222 25,239 SH   SOLE   0 25,239 0
AMTRUST FINL SVCS INC COM 032359309 30,976 543,591 SH   SOLE   0 543,591 0
ANTHEM INC COM 036752103 62,289 403,403 SH   SOLE   0 403,403 0
APACHE CORP COM 037411105 1,791 29,700 SH   SOLE   0 29,700 0
APPLE INC COM 037833100 70,691 568,125 SH   SOLE   0 568,125 0
ASPEN TECHNOLOGY INC COM 045327103 292 7,589 SH   SOLE   0 7,589 0
ASSURANT INC COM 04621X108 25,426 414,040 SH   SOLE   0 414,040 0
AT&T INC COM 00206R102 31,023 950,184 SH   SOLE   0 950,184 0
ATMOS ENERGY CORP COM 049560105 3,908 70,700 SH   SOLE   0 70,700 0
AVERY DENNISON CORP COM 053611109 309 5,859 SH   SOLE   0 5,859 0
AVIS BUDGET GROUP COM 053774105 1,107 18,765 SH   SOLE   0 18,765 0
AVNET INC COM 053807103 992 22,300 SH   SOLE   0 22,300 0
BAIDU INC SPON ADR REP A 056752108 0 3,200 SH   SOLE   0 3,200 0
BALL CORP COM 058498106 296 4,200 SH   SOLE   0 4,200 0
BANK AMER CORP COM 060505104 899 58,466 SH   SOLE   0 58,466 0
BANK OF THE OZARKS INC COM 063904106 130 3,531 SH   SOLE   0 3,531 0
BARD C R INC COM 067383109 10,887 65,060 SH   SOLE   0 65,060 0
BED BATH & BEYOND INC COM 075896100 6,213 80,929 SH   SOLE   0 80,929 0
BERKLEY W R CORP COM 084423102 3,819 75,620 SH   SOLE   0 75,620 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64,586 447,522 SH   SOLE   0 447,522 0
BIG LOTS INC COM 089302103 13,666 284,534 SH   SOLE   0 284,534 0
BIOGEN INC COM 09062X103 62,962 149,116 SH   SOLE   0 149,116 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 30 1,060 SH   SOLE   0 1,060 0
BORGWARNER INC COM 099724106 157 2,600 SH   SOLE   0 2,600 0
BRF SA SPONSORED ADR 10552T107 272 13,800 SH   SOLE   0 13,800 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,715 26,600 SH   SOLE   0 26,600 0
BROADCOM CORP CL A 111320107 2,050 47,352 SH   SOLE   0 47,352 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 7,551 636,440 SH   SOLE   0 636,440 0
BUCKLE INC COM 118440106 205 4,028 SH   SOLE   0 4,028 0
BURLINGTON STORES INC COM 122017106 1,794 30,208 SH   SOLE   0 30,208 0
CABOT OIL & GAS CORP COM 127097103 834 28,256 SH   SOLE   0 28,256 0
CAMPBELL SOUP CO COM 134429109 1,694 36,400 SH   SOLE   0 36,400 0
CAPITAL ONE FINL CORP COM 14040H105 55 700 SH   SOLE   0 700 0
CASEYS GEN STORES INC COM 147528103 1,259 13,974 SH   SOLE   0 13,974 0
CATAMARAN CORP COM 148887102 1,886 31,687 SH   SOLE   0 31,687 0
CBS CORP NEW CL B 124857202 187 3,100 SH   SOLE   0 3,100 0
CDW CORP COM 12514G108 4,437 119,156 SH   SOLE   0 119,156 0
CELANESE CORP DEL COM SER A 150870103 1,698 30,400 SH   SOLE   0 30,400 0
CENTENE CORP DEL COM 15135B101 59,219 837,739 SH   SOLE   0 837,739 0
CENTERPOINT ENERGY INC COM 15189T107 804 39,400 SH   SOLE   0 39,400 0
CENTURYLINK INC COM 156700106 19,328 559,429 SH   SOLE   0 559,429 0
CERNER CORP COM 156782104 10,112 138,037 SH   SOLE   0 138,037 0
CF INDS HLDGS INC COM 125269100 27,499 96,939 SH   SOLE   0 96,939 0
CHEVRON CORP NEW COM 166764100 906 8,635 SH   SOLE   0 8,635 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,691 2,600 SH   SOLE   0 2,600 0
CIGNA CORPORATION COM 125509109 11,948 92,308 SH   SOLE   0 92,308 0
CINTAS CORP COM 172908105 38,134 467,158 SH   SOLE   0 467,158 0
CISCO SYS INC COM 17275R102 25,678 932,898 SH   SOLE   0 932,898 0
CIT GROUP INC COM NEW 125581801 3,497 77,516 SH   SOLE   0 77,516 0
CITIGROUP INC COM NEW 172967424 1,824 35,419 SH   SOLE   0 35,419 0
CITRIX SYS INC COM 177376100 4,832 75,654 SH   SOLE   0 75,654 0
COCA COLA CO COM 191216100 892 22,000 SH   SOLE   0 22,000 0
COHEN & STEERS INC COM 19247A100 375 9,163 SH   SOLE   0 9,163 0
COMCAST CORP NEW CL A SPL 20030N200 2,026 36,148 SH   SOLE   0 36,148 0
COMPUTER SCIENCES CORP COM 205363104 802 12,300 SH   SOLE   0 12,300 0
CONOCOPHILLIPS COM 20825C104 5,115 82,156 SH   SOLE   0 82,156 0
CONSOL ENERGY INC COM 20854P109 833 29,900 SH   SOLE   0 29,900 0
CONSOLIDATED EDISON INC COM 209115104 1,738 28,500 SH   SOLE   0 28,500 0
CONSTELLATION BRANDS INC CL A 21036P108 1,626 14,000 SH   SOLE   0 14,000 0
CORNING INC COM 219350105 1,792 79,024 SH   SOLE   0 79,024 0
CSX CORP COM 126408103 635 19,200 SH   SOLE   0 19,200 0
CVS HEALTH CORP COM 126650100 23,073 223,555 SH   SOLE   0 223,555 0
D R HORTON INC COM 23331A109 430 15,100 SH   SOLE   0 15,100 0
DDR CORP COM 23317H102 1,199 64,400 SH   SOLE   0 64,400 0
DECKERS OUTDOOR CORP COM 243537107 3,080 42,279 SH   SOLE   0 42,279 0
DELTA AIR LINES INC DEL COM NEW 247361702 41,927 932,542 SH   SOLE   0 932,542 0
DELUXE CORP COM 248019101 4,488 64,782 SH   SOLE   0 64,782 0
DENBURY RES INC COM NEW 247916208 5,407 741,727 SH   SOLE   0 741,727 0
DEVRY ED GROUP INC COM 251893103 1,769 53,053 SH   SOLE   0 53,053 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 399 13,554 SH   SOLE   0 13,554 0
DISNEY WALT CO COM DISNEY 254687106 824 7,863 SH   SOLE   0 7,863 0
DOLBY LABORATORIES INC COM 25659T107 1,806 47,337 SH   SOLE   0 47,337 0
DOMINION RES INC VA NEW COM 25746U109 616 8,700 SH   SOLE   0 8,700 0
DOVER CORP COM 260003108 1,741 25,200 SH   SOLE   0 25,200 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,017 76,680 SH   SOLE   0 76,680 0
DU PONT E I DE NEMOURS & CO COM 263534109 1,665 23,300 SH   SOLE   0 23,300 0
DYNEGY INC NEW DEL COM 26817R108 4,608 146,612 SH   SOLE   0 146,612 0
EAST WEST BANCORP INC COM 27579R104 2,464 60,915 SH   SOLE   0 60,915 0
EATON VANCE CORP COM NON VTG 278265103 1,456 34,970 SH   SOLE   0 34,970 0
EDWARDS LIFESCIENCES CORP COM 28176E108 51,889 364,239 SH   SOLE   0 364,239 0
ELECTRONIC ARTS INC COM 285512109 52,729 896,539 SH   SOLE   0 896,539 0
EMERSON ELEC CO COM 291011104 339 6,000 SH   SOLE   0 6,000 0
ENTERGY CORP NEW COM 29364G103 4,832 62,364 SH   SOLE   0 62,364 0
EOG RES INC COM 26875P101 11,061 120,642 SH   SOLE   0 120,642 0
EQT CORP COM 26884L109 4,668 56,337 SH   SOLE   0 56,337 0
EXELON CORP COM 30161N101 12,092 359,786 SH   SOLE   0 359,786 0
EXPEDIA INC DEL COM NEW 30212P303 3,716 39,480 SH   SOLE   0 39,480 0
EXXON MOBIL CORP COM 30231G102 36,641 431,072 SH   SOLE   0 431,072 0
F M C CORP COM NEW 302491303 1,608 28,100 SH   SOLE   0 28,100 0
F5 NETWORKS INC COM 315616102 57,122 496,911 SH   SOLE   0 496,911 0
FACTSET RESH SYS INC COM 303075105 24,040 151,010 SH   SOLE   0 151,010 0
FAIR ISAAC CORP COM 303250104 2,751 31,011 SH   SOLE   0 31,011 0
FEDERATED INVS INC PA CL B 314211103 721 21,304 SH   SOLE   0 21,304 0
FEDEX CORP COM 31428X106 11,477 69,369 SH   SOLE   0 69,369 0
FIDELITY NATL INFORMATION SV COM 31620M106 510 7,500 SH   SOLE   0 7,500 0
FIRST AMERN FINL CORP COM 31847R102 471 13,223 SH   SOLE   0 13,223 0
FOOT LOCKER INC COM 344849104 40,374 640,865 SH   SOLE   0 640,865 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,799 37,900 SH   SOLE   0 37,900 0
FRANKLIN RES INC COM 354613101 97 1,900 SH   SOLE   0 1,900 0
FREEPORT-MCMORAN INC CL B 35671D857 620 32,721 SH   SOLE   0 32,721 0
GALLAGHER ARTHUR J & CO COM 363576109 46 1,000 SH   SOLE   0 1,000 0
GAP INC DEL COM 364760108 7,831 180,731 SH   SOLE   0 180,731 0
GARTNER INC COM 366651107 209 2,500 SH   SOLE   0 2,500 0
GENERAL DYNAMICS CORP COM 369550108 5,088 37,491 SH   SOLE   0 37,491 0
GENERAL ELECTRIC CO COM 369604103 4,637 186,922 SH   SOLE   0 186,922 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 1,672 56,600 SH   SOLE   0 56,600 0
GENERAL MTRS CO COM 37045V100 13,679 364,794 SH   SOLE   0 364,794 0
GENUINE PARTS CO COM 372460105 298 3,200 SH   SOLE   0 3,200 0
GENWORTH FINL INC COM CL A 37247D106 2,824 386,412 SH   SOLE   0 386,412 0
GILEAD SCIENCES INC COM 375558103 30,910 314,997 SH   SOLE   0 314,997 0
GOOGLE INC CL C 38259P706 15,199 27,735 SH   SOLE   0 27,735 0
GRAND CANYON ED INC COM 38526M106 4,098 94,651 SH   SOLE   0 94,651 0
GREAT PLAINS ENERGY INC COM 391164100 7,118 266,795 SH   SOLE   0 266,795 0
HALLIBURTON CO COM 406216101 1,777 40,500 SH   SOLE   0 40,500 0
HALYARD HEALTH INC COM 40650V100 571 11,612 SH   SOLE   0 11,612 0
HANOVER INS GROUP INC COM 410867105 433 5,967 SH   SOLE   0 5,967 0
HARRIS CORP DEL COM 413875105 5,163 65,554 SH   SOLE   0 65,554 0
HCA HOLDINGS INC COM 40412C101 6 84 SH   SOLE   0 84 0
HEALTH NET INC COM 42222G108 34,286 566,819 SH   SOLE   0 566,819 0
HERSHEY CO COM 427866108 1,675 16,600 SH   SOLE   0 16,600 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 654 30,200 SH   SOLE   0 30,200 0
HESS CORP COM 42809H107 4,940 72,793 SH   SOLE   0 72,793 0
HNI CORP COM 404251100 2,479 44,947 SH   SOLE   0 44,947 0
HONEYWELL INTL INC COM 438516106 406 3,900 SH   SOLE   0 3,900 0
HUNTINGTON INGALLS INDS INC COM 446413106 11,416 81,460 SH   SOLE   0 81,460 0
IDEX CORP COM 45167R104 1,562 20,600 SH   SOLE   0 20,600 0
IHS INC CL A 451734107 1,797 15,800 SH   SOLE   0 15,800 0
INGREDION INC COM 457187102 1,774 22,800 SH   SOLE   0 22,800 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 10,513 525,144 SH   SOLE   0 525,144 0
INTEL CORP COM 458140100 66,028 2,111,562 SH   SOLE   0 2,111,562 0
INTUIT COM 461202103 30,065 310,079 SH   SOLE   0 310,079 0
INVESCO LTD SHS G491BT108 99 2,500 SH   SOLE   0 2,500 0
IRON MTN INC NEW COM 46284V101 1,667 45,700 SH   SOLE   0 45,700 0
ISHARES TR GLOBAL ENERG ETF 464287341 38,835 1,088,750 SH   SOLE   0 1,088,750 0
ISHARES TR SELECT DIVID ETF 464287168 1,013 13,000 SH   SOLE   0 13,000 0
JABIL CIRCUIT INC COM 466313103 740 31,691 SH   SOLE   0 31,691 0
JACK IN THE BOX INC COM 466367109 1,606 16,750 SH   SOLE   0 16,750 0
JANUS CAP GROUP INC COM 47102X105 14,818 862,064 SH   SOLE   0 862,064 0
JOHNSON & JOHNSON COM 478160104 45,854 455,807 SH   SOLE   0 455,807 0
JONES LANG LASALLE INC COM 48020Q107 14,731 86,451 SH   SOLE   0 86,451 0
JPMORGAN CHASE & CO COM 46625H100 1,817 30,002 SH   SOLE   0 30,002 0
JUNIPER NETWORKS INC COM 48203R104 1,770 78,400 SH   SOLE   0 78,400 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,623 15,900 SH   SOLE   0 15,900 0
KBR INC COM 48242W106 1,154 79,761 SH   SOLE   0 79,761 0
KILROY RLTY CORP COM 49427F108 662 8,700 SH   SOLE   0 8,700 0
KIMBERLY CLARK CORP COM 494368103 17,376 162,233 SH   SOLE   0 162,233 0
KINDER MORGAN INC DEL COM 49456B101 185 4,400 SH   SOLE   0 4,400 0
KLX INC COM 482539103 3,936 102,130 SH   SOLE   0 102,130 0
KNIGHT TRANSN INC COM 499064103 2,112 65,489 SH   SOLE   0 65,489 0
KOSMOS ENERGY LTD SHS G5315B107 312 39,544 SH   SOLE   0 39,544 0
KROGER CO COM 501044101 53,089 692,526 SH   SOLE   0 692,526 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 44,618 353,865 SH   SOLE   0 353,865 0
LAS VEGAS SANDS CORP COM 517834107 71 1,300 SH   SOLE   0 1,300 0
LAUDER ESTEE COS INC CL A 518439104 9,228 110,970 SH   SOLE   0 110,970 0
LEGG MASON INC COM 524901105 1,722 31,200 SH   SOLE   0 31,200 0
LEJU HLDGS LTD SPONSORED ADS 50187J108 0 18,900 SH   SOLE   0 18,900 0
LEUCADIA NATL CORP COM 527288104 1,297 58,200 SH   SOLE   0 58,200 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,286 23,900 SH   SOLE   0 23,900 0
LINCOLN NATL CORP IND COM 534187109 39,488 687,227 SH   SOLE   0 687,227 0
LINKEDIN CORP COM CL A 53578A108 249 1,000 SH   SOLE   0 1,000 0
LOEWS CORP COM 540424108 939 23,000 SH   SOLE   0 23,000 0
LOWES COS INC COM 548661107 61,931 832,523 SH   SOLE   0 832,523 0
MACYS INC COM 55616P104 1,778 27,400 SH   SOLE   0 27,400 0
MARATHON PETE CORP COM 56585A102 239 2,341 SH   SOLE   0 2,341 0
MARKETAXESS HLDGS INC COM 57060D108 97 1,178 SH   SOLE   0 1,178 0
MASTERCARD INC CL A 57636Q104 59,600 689,904 SH   SOLE   0 689,904 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,732 49,768 SH   SOLE   0 49,768 0
MAXIMUS INC COM 577933104 5,992 89,787 SH   SOLE   0 89,787 0
MCGRAW HILL FINL INC COM 580645109 1,716 16,600 SH   SOLE   0 16,600 0
MCKESSON CORP COM 58155Q103 701 3,100 SH   SOLE   0 3,100 0
MEADWESTVACO CORP COM 583334107 14 300 SH   SOLE   0 300 0
MEDNAX INC COM 58502B106 1,761 24,300 SH   SOLE   0 24,300 0
MERCK & CO INC NEW COM 58933Y105 1,029 17,907 SH   SOLE   0 17,907 0
METLIFE INC COM 59156R108 1,733 34,300 SH   SOLE   0 34,300 0
MGM RESORTS INTERNATIONAL COM 552953101 1,480 70,400 SH   SOLE   0 70,400 0
MICRON TECHNOLOGY INC COM 595112103 54,697 2,016,125 SH   SOLE   0 2,016,125 0
MICROSOFT CORP COM 594918104 11,737 288,707 SH   SOLE   0 288,707 0
MID-AMER APT CMNTYS INC COM 59522J103 1,553 20,100 SH   SOLE   0 20,100 0
MOLINA HEALTHCARE INC COM 60855R100 1,197 17,789 SH   SOLE   0 17,789 0
MONSANTO CO NEW COM 61166W101 15,627 138,858 SH   SOLE   0 138,858 0
MONSTER BEVERAGE CORP COM 611740101 51,716 373,685 SH   SOLE   0 373,685 0
MOSAIC CO NEW COM 61945C103 4,765 103,472 SH   SOLE   0 103,472 0
MURPHY OIL CORP COM 626717102 1,738 37,300 SH   SOLE   0 37,300 0
MURPHY USA INC COM 626755102 1,239 17,127 SH   SOLE   0 17,127 0
MYRIAD GENETICS INC COM 62855J104 5,722 161,649 SH   SOLE   0 161,649 0
NATIONAL INSTRS CORP COM 636518102 438 13,700 SH   SOLE   0 13,700 0
NATIONAL OILWELL VARCO INC COM 637071101 154 3,100 SH   SOLE   0 3,100 0
NATIONSTAR MTG HLDGS INC COM 63861C109 607 24,536 SH   SOLE   0 24,536 0
NETSUITE INC COM 64118Q107 667 7,200 SH   SOLE   0 7,200 0
NEW JERSEY RES COM 646025106 350 11,269 SH   SOLE   0 11,269 0
NEWMONT MINING CORP COM 651639106 1,354 62,400 SH   SOLE   0 62,400 0
NIKE INC CL B 654106103 1,615 16,100 SH   SOLE   0 16,100 0
NORDSTROM INC COM 655664100 1,759 21,900 SH   SOLE   0 21,900 0
NORTHROP GRUMMAN CORP COM 666807102 8,784 54,578 SH   SOLE   0 54,578 0
NRG ENERGY INC COM NEW 629377508 1,665 66,100 SH   SOLE   0 66,100 0
NVIDIA CORP COM 67066G104 8,726 417,056 SH   SOLE   0 417,056 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 54,150 250,417 SH   SOLE   0 250,417 0
OCCIDENTAL PETE CORP DEL COM 674599105 20,967 287,221 SH   SOLE   0 287,221 0
OCEANEERING INTL INC COM 675232102 2,721 50,465 SH   SOLE   0 50,465 0
OGE ENERGY CORP COM 670837103 1,691 53,500 SH   SOLE   0 53,500 0
OLD DOMINION FGHT LINES INC COM 679580100 22,457 290,519 SH   SOLE   0 290,519 0
ONE GAS INC COM 68235P108 26 609 SH   SOLE   0 609 0
ORACLE CORP COM 68389X105 1,141 26,451 SH   SOLE   0 26,451 0
PALL CORP COM 696429307 1,716 17,100 SH   SOLE   0 17,100 0
PAREXEL INTL CORP COM 699462107 532 7,723 SH   SOLE   0 7,723 0
PEPSICO INC COM 713448108 602 6,300 SH   SOLE   0 6,300 0
PFIZER INC COM 717081103 772 22,196 SH   SOLE   0 22,196 0
PG&E CORP COM 69331C108 17,453 328,869 SH   SOLE   0 328,869 0
PHILLIPS 66 COM 718546104 11,035 140,404 SH   SOLE   0 140,404 0
PILGRIMS PRIDE CORP NEW COM 72147K108 42,455 1,879,411 SH   SOLE   0 1,879,411 0
PLUM CREEK TIMBER CO INC COM 729251108 160 3,700 SH   SOLE   0 3,700 0
PNM RES INC COM 69349H107 95 3,260 SH   SOLE   0 3,260 0
POOL CORPORATION COM 73278L105 414 5,939 SH   SOLE   0 5,939 0
PORTLAND GEN ELEC CO COM NEW 736508847 5,917 159,557 SH   SOLE   0 159,557 0
PPG INDS INC COM 693506107 1,666 7,391 SH   SOLE   0 7,391 0
PRAXAIR INC COM 74005P104 796 6,600 SH   SOLE   0 6,600 0
PRECISION CASTPARTS CORP COM 740189105 672 3,200 SH   SOLE   0 3,200 0
PRIMERICA INC COM 74164M108 1,419 27,895 SH   SOLE   0 27,895 0
PRINCIPAL FINL GROUP INC COM 74251V102 7,798 151,812 SH   SOLE   0 151,812 0
PRIVATEBANCORP INC COM 742962103 1,240 35,268 SH   SOLE   0 35,268 0
PROCTER & GAMBLE CO COM 742718109 3,001 36,625 SH   SOLE   0 36,625 0
PRUDENTIAL FINL INC COM 744320102 1,734 21,600 SH   SOLE   0 21,600 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 18,654 444,994 SH   SOLE   0 444,994 0
QORVO INC COM 74736K101 32,823 411,835 SH   SOLE   0 411,835 0
RANGE RES CORP COM 75281A109 21 409 SH   SOLE   0 409 0
RED HAT INC COM 756577102 9,771 128,999 SH   SOLE   0 128,999 0
REGENERON PHARMACEUTICALS COM 75886F107 177 394 SH   SOLE   0 394 0
REGIONS FINL CORP NEW COM 7591EP100 1,706 180,600 SH   SOLE   0 180,600 0
REINSURANCE GROUP AMER INC COM NEW 759351604 4,358 46,766 SH   SOLE   0 46,766 0
REPUBLIC SVCS INC COM 760759100 332 8,200 SH   SOLE   0 8,200 0
REYNOLDS AMERICAN INC COM 761713106 206 3,000 SH   SOLE   0 3,000 0
ROBERT HALF INTL INC COM 770323103 39,425 651,445 SH   SOLE   0 651,445 0
ROCKWELL COLLINS INC COM 774341101 13,123 135,927 SH   SOLE   0 135,927 0
ROLLINS INC COM 775711104 8 360 SH   SOLE   0 360 0
ROSS STORES INC COM 778296103 4,678 44,406 SH   SOLE   0 44,406 0
RPM INTL INC COM 749685103 23 500 SH   SOLE   0 500 0
SCIENCE APPLICATNS INTL CP N COM 808625107 56 1,095 SH   SOLE   0 1,095 0
SEATTLE GENETICS INC COM 812578102 7,842 221,848 SH   SOLE   0 221,848 0
SEI INVESTMENTS CO COM 784117103 73 1,660 SH   SOLE   0 1,660 0
SEMPRA ENERGY COM 816851109 32 300 SH   SOLE   0 300 0
SHERWIN WILLIAMS CO COM 824348106 7,910 27,804 SH   SOLE   0 27,804 0
SHUTTERSTOCK INC COM 825690100 17 254 SH   SOLE   0 254 0
SILICON LABORATORIES INC COM 826919102 859 16,932 SH   SOLE   0 16,932 0
SKECHERS U S A INC CL A 830566105 19,450 270,477 SH   SOLE   0 270,477 0
SKYWORKS SOLUTIONS INC COM 83088M102 67,657 688,347 SH   SOLE   0 688,347 0
SM ENERGY CO COM 78454L100 3,613 69,914 SH   SOLE   0 69,914 0
SOLARWINDS INC COM 83416B109 11,705 228,446 SH   SOLE   0 228,446 0
SOUTHERN CO COM 842587107 1,244 28,100 SH   SOLE   0 28,100 0
SOUTHWEST AIRLS CO COM 844741108 53,795 1,214,354 SH   SOLE   0 1,214,354 0
SOUTHWESTERN ENERGY CO COM 845467109 2,312 99,740 SH   SOLE   0 99,740 0
SPRINGLEAF HLDGS INC COM 85172J101 22 432 SH   SOLE   0 432 0
STANLEY BLACK & DECKER INC COM 854502101 553 5,800 SH   SOLE   0 5,800 0
STAPLES INC COM 855030102 13,496 828,763 SH   SOLE   0 828,763 0
SWIFT TRANSN CO CL A 87074U101 6,157 236,653 SH   SOLE   0 236,653 0
SYMETRA FINL CORP COM 87151Q106 6,280 267,714 SH   SOLE   0 267,714 0
SYNOPSYS INC COM 871607107 336 7,270 SH   SOLE   0 7,270 0
TAHOE RES INC COM 873868103 187 17,151 SH   SOLE   0 17,151 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,573 336,816 SH   SOLE   0 336,816 0
TARGET CORP COM 87612E106 1,173 14,300 SH   SOLE   0 14,300 0
TERADATA CORP DEL COM 88076W103 13 300 SH   SOLE   0 300 0
TESORO CORP COM 881609101 850 9,321 SH   SOLE   0 9,321 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,571 11,700 SH   SOLE   0 11,700 0
THOMSON REUTERS CORP COM 884903105 170 4,200 SH   SOLE   0 4,200 0
TIME WARNER CABLE INC COM 88732J207 1,723 11,500 SH   SOLE   0 11,500 0
TIME WARNER INC COM NEW 887317303 717 8,500 SH   SOLE   0 8,500 0
TORO CO COM 891092108 8,116 115,758 SH   SOLE   0 115,758 0
TRACTOR SUPPLY CO COM 892356106 4,599 54,068 SH   SOLE   0 54,068 0
TRAVELERS COMPANIES INC COM 89417E109 19,299 178,482 SH   SOLE   0 178,482 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,182 35,961 SH   SOLE   0 35,961 0
TYLER TECHNOLOGIES INC COM 902252105 194 1,612 SH   SOLE   0 1,612 0
TYSON FOODS INC CL A 902494103 1,466 38,300 SH   SOLE   0 38,300 0
UGI CORP NEW COM 902681105 13,049 400,427 SH   SOLE   0 400,427 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 12,059 79,943 SH   SOLE   0 79,943 0
UNION PAC CORP COM 907818108 53,860 497,277 SH   SOLE   0 497,277 0
UNITED CONTL HLDGS INC COM 910047109 147 2,200 SH   SOLE   0 2,200 0
UNITED PARCEL SERVICE INC CL B 911312106 843 8,700 SH   SOLE   0 8,700 0
UNITED STATES STL CORP NEW COM 912909108 550 22,572 SH   SOLE   0 22,572 0
UNITED TECHNOLOGIES CORP COM 913017109 1,652 14,100 SH   SOLE   0 14,100 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 39,595 229,628 SH   SOLE   0 229,628 0
UNITEDHEALTH GROUP INC COM 91324P102 9,171 77,530 SH   SOLE   0 77,530 0
UNUM GROUP COM 91529Y106 8,184 242,647 SH   SOLE   0 242,647 0
US BANCORP DEL COM NEW 902973304 1,720 39,400 SH   SOLE   0 39,400 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 5,337 27,018 SH   SOLE   0 27,018 0
VALERO ENERGY CORP NEW COM 91913Y100 38,281 601,728 SH   SOLE   0 601,728 0
VECTREN CORP COM 92240G101 3,240 73,425 SH   SOLE   0 73,425 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,739 97,463 SH   SOLE   0 97,463 0
VOYA FINL INC COM 929089100 56,453 1,309,531 SH   SOLE   0 1,309,531 0
WAL-MART STORES INC COM 931142103 1,464 17,800 SH   SOLE   0 17,800 0
WATERS CORP COM 941848103 186 1,500 SH   SOLE   0 1,500 0
WELLS FARGO & CO NEW COM 949746101 6,083 111,821 SH   SOLE   0 111,821 0
WERNER ENTERPRISES INC COM 950755108 333 10,631 SH   SOLE   0 10,631 0
WESTERN ALLIANCE BANCORP COM 957638109 662 22,345 SH   SOLE   0 22,345 0
WESTLAKE CHEM CORP COM 960413102 22,912 318,491 SH   SOLE   0 318,491 0
WEYERHAEUSER CO COM 962166104 891 26,900 SH   SOLE   0 26,900 0
WILLIAMS SONOMA INC COM 969904101 166 2,087 SH   SOLE   0 2,087 0
WISDOMTREE INVTS INC COM 97717P104 988 46,085 SH   SOLE   0 46,085 0
WORLD FUEL SVCS CORP COM 981475106 2,115 36,807 SH   SOLE   0 36,807 0
WPX ENERGY INC COM 98212B103 1,810 165,637 SH   SOLE   0 165,637 0
XEROX CORP COM 984121103 1,756 136,700 SH   SOLE   0 136,700 0
XYLEM INC COM 98419M100 287 8,200 SH   SOLE   0 8,200 0