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
ABBVIE INC COM 00287Y109 1,857 28,690 SH   SOLE   0 28,690 0
ABERCROMBIE & FITCH CO CL A 002896207 2,075 72,452 SH   SOLE   0 72,452 0
ACTIVISION BLIZZARD INC COM 00507V109 3,659 181,601 SH   SOLE   0 181,601 0
ACUITY BRANDS INC COM 00508Y102 9,686 69,155 SH   SOLE   0 69,155 0
AETNA INC NEW COM 00817Y108 34,887 392,743 SH   SOLE   0 392,743 0
AIRGAS INC COM 009363102 264 7,600 SH   SOLE   0 7,600 0
ALASKA AIR GROUP INC COM 011659109 16,722 325,100 SH   SOLE   0 325,100 0
ALBEMARLE CORP COM 012653101 9,556 255,096 SH   SOLE   0 255,096 0
ALEXION PHARMACEUTICALS INC COM 015351109 30,473 164,693 SH   SOLE   0 164,693 0
ALIGN TECHNOLOGY INC COM 016255101 7,176 128,362 SH   SOLE   0 128,362 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,125 62,700 SH   SOLE   0 62,700 0
ALLSTATE CORP COM 020002101 5,682 80,895 SH   SOLE   0 80,895 0
AMEREN CORP COM 023608102 4,108 90,293 SH   SOLE   0 90,293 0
AMERICAN ELEC PWR INC COM 025537101 14,275 235,105 SH   SOLE   0 235,105 0
AMERICAN FINL GROUP INC OHIO COM 025932104 5,813 95,737 SH   SOLE   0 95,737 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,683 50,346 SH   SOLE   0 50,346 0
AMERISOURCEBERGEN CORP COM 03073E105 5,120 58,194 SH   SOLE   0 58,194 0
AMGEN INC COM 031162100 55,683 349,576 SH   SOLE   0 349,576 0
AMTRUST FINL SVCS INC COM 032359309 20,727 368,491 SH   SOLE   0 368,491 0
ANTHEM INC COM 036752103 47,509 382,548 SH   SOLE   0 382,548 0
APPLE INC COM 037833100 62,046 562,115 SH   SOLE   0 562,115 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,496 130,569 SH   SOLE   0 130,569 0
ARUBA NETWORKS INC COM 043176106 6,725 369,926 SH   SOLE   0 369,926 0
ASHLAND INC NEW COM 044209104 2,179 35,500 SH   SOLE   0 35,500 0
ASPEN TECHNOLOGY INC COM 045327103 5,701 162,794 SH   SOLE   0 162,794 0
ASSURANT INC COM 04621X108 23,186 338,828 SH   SOLE   0 338,828 0
AT&T INC COM 00206R102 26,572 807,174 SH   SOLE   0 807,174 0
ATMOS ENERGY CORP COM 049560105 4,841 94,550 SH   SOLE   0 94,550 0
AVIS BUDGET GROUP COM 053774105 16,492 248,646 SH   SOLE   0 248,646 0
BALL CORP COM 058498106 10,837 158,972 SH   SOLE   0 158,972 0
BANK AMER CORP COM 060505104 318 17,802 SH   SOLE   0 17,802 0
BANK NEW YORK MELLON CORP COM 064058100 2,085 51,400 SH   SOLE   0 51,400 0
BANK OF THE OZARKS INC COM 063904106 133 3,531 SH   SOLE   0 3,531 0
BARD C R INC COM 067383109 14,033 84,224 SH   SOLE   0 84,224 0
BECTON DICKINSON & CO COM 075887109 8,069 57,990 SH   SOLE   0 57,990 0
BERKLEY W R CORP COM 084423102 8,207 160,113 SH   SOLE   0 160,113 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 69,037 459,792 SH   SOLE   0 459,792 0
BIG LOTS INC COM 089302103 9,787 244,555 SH   SOLE   0 244,555 0
BIOGEN IDEC INC COM 09062X103 54,122 159,441 SH   SOLE   0 159,441 0
BLACK HILLS CORP COM 092113109 820 15,463 SH   SOLE   0 15,463 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 89 3,368 SH   SOLE   0 3,368 0
BORGWARNER INC COM 099724106 1,747 57,400 SH   SOLE   0 57,400 0
BOSTON BEER INC CL A 100557107 1,657 5,724 SH   SOLE   0 5,724 0
BOSTON SCIENTIFIC CORP COM 101137107 4,669 477,107 SH   SOLE   0 477,107 0
BRF SA SPONSORED ADR 10552T107 74 3,200 SH   SOLE   0 3,200 0
BROADCOM CORP CL A 111320107 14,587 336,666 SH   SOLE   0 336,666 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 3,419 288,820 SH   SOLE   0 288,820 0
BROWN & BROWN INC COM 115236101 905 27,500 SH   SOLE   0 27,500 0
BROWN FORMAN CORP CL B 115637209 421 4,800 SH   SOLE   0 4,800 0
BUNGE LIMITED COM G16962105 109 7,600 SH   SOLE   0 7,600 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 776 135,300 SH   SOLE   0 135,300 0
CABOT OIL & GAS CORP COM 127097103 1,957 133,100 SH   SOLE   0 133,100 0
CAMERON INTERNATIONAL CORP COM 13342B105 4,872 97,553 SH   SOLE   0 97,553 0
CAPITAL ONE FINL CORP COM 14040H105 2,113 25,600 SH   SOLE   0 25,600 0
CARDINAL HEALTH INC COM 14149Y108 209 2,600 SH   SOLE   0 2,600 0
CATAMARAN CORP COM 148887102 2,219 60,600 SH   SOLE   0 60,600 0
CDW CORP COM 12514G108 587 16,709 SH   SOLE   0 16,709 0
CENTENE CORP DEL COM 15135B101 22,381 215,499 SH   SOLE   0 215,499 0
CENTURY ALUM CO COM 156431108 8,936 366,233 SH   SOLE   0 366,233 0
CERNER CORP COM 156782104 6,126 94,749 SH   SOLE   0 94,749 0
CHEVRON CORP NEW COM 166764100 1,435 16,700 SH   SOLE   0 16,700 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 15,560 22,733 SH   SOLE   0 22,733 0
CIGNA CORPORATION COM 125509109 8,446 82,081 SH   SOLE   0 82,081 0
CINTAS CORP COM 172908105 20,135 256,630 SH   SOLE   0 256,630 0
CITIGROUP INC COM NEW 172967424 839 15,522 SH   SOLE   0 15,522 0
CITRIX SYS INC COM 177376100 12,545 196,642 SH   SOLE   0 196,642 0
COMCAST CORP NEW CL A SPL 20030N200 2,004 34,827 SH   SOLE   0 34,827 0
COMERICA INC COM 200340107 14,331 305,970 SH   SOLE   0 305,970 0
CONAGRA FOODS INC COM 205887102 2,082 81,600 SH   SOLE   0 81,600 0
CONOCOPHILLIPS COM 20825C104 18,157 293,227 SH   SOLE   0 293,227 0
CONSOL ENERGY INC COM 20854P109 929 27,500 SH   SOLE   0 27,500 0
COOPER COS INC COM NEW 216648402 2,107 13,000 SH   SOLE   0 13,000 0
COSTCO WHSL CORP NEW COM 22160K105 3,641 25,688 SH   SOLE   0 25,688 0
COVANCE INC COM 222816100 2,097 38,100 SH   SOLE   0 38,100 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,920 46,300 SH   SOLE   0 46,300 0
CROWN HOLDINGS INC COM 228368106 1,791 35,200 SH   SOLE   0 35,200 0
CSX CORP COM 126408103 2,126 115,400 SH   SOLE   0 115,400 0
CULLEN FROST BANKERS INC COM 229899109 8,679 122,865 SH   SOLE   0 122,865 0
DELUXE CORP COM 248019101 4,032 64,782 SH   SOLE   0 64,782 0
DEVRY ED GROUP INC COM 251893103 2,109 44,434 SH   SOLE   0 44,434 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 457 13,554 SH   SOLE   0 13,554 0
DISNEY WALT CO COM DISNEY 254687106 1,836 27,900 SH   SOLE   0 27,900 0
DOLBY LABORATORIES INC COM 25659T107 2,285 53,007 SH   SOLE   0 53,007 0
DOLLAR GEN CORP NEW COM 256677105 2,163 33,600 SH   SOLE   0 33,600 0
DOLLAR TREE INC COM 256746108 14,695 208,797 SH   SOLE   0 208,797 0
DONALDSON INC COM 257651109 1,552 66,500 SH   SOLE   0 66,500 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 15,323 213,775 SH   SOLE   0 213,775 0
DST SYS INC DEL COM 233326107 249 2,652 SH   SOLE   0 2,652 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,879 22,500 SH   SOLE   0 22,500 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 798 6,600 SH   SOLE   0 6,600 0
DYNEGY INC NEW DEL COM 26817R108 7,748 255,300 SH   SOLE   0 255,300 0
EAST WEST BANCORP INC COM 27579R104 623 16,110 SH   SOLE   0 16,110 0
EASTMAN CHEM CO COM 277432100 1,972 26,000 SH   SOLE   0 26,000 0
EATON VANCE CORP COM NON VTG 278265103 24 600 SH   SOLE   0 600 0
EDWARDS LIFESCIENCES CORP COM 28176E108 47,383 371,983 SH   SOLE   0 371,983 0
ELECTRONIC ARTS INC COM 285512109 49,442 1,051,642 SH   SOLE   0 1,051,642 0
EMERSON ELEC CO COM 291011104 1,469 23,800 SH   SOLE   0 23,800 0
ENERGEN CORP COM 29265N108 624 75,098 SH   SOLE   0 75,098 0
ENTERGY CORP NEW COM 29364G103 5,455 62,364 SH   SOLE   0 62,364 0
EOG RES INC COM 26875P101 32,461 352,570 SH   SOLE   0 352,570 0
EQT CORP COM 26884L109 2,802 37,023 SH   SOLE   0 37,023 0
EQUIFAX INC COM 294429105 2,126 26,300 SH   SOLE   0 26,300 0
ESSENT GROUP LTD COM G3198U102 309 12,023 SH   SOLE   0 12,023 0
EXELON CORP COM 30161N101 401 42,939 SH   SOLE   0 42,939 0
EXPEDIA INC DEL COM NEW 30212P303 46,292 542,326 SH   SOLE   0 542,326 0
EXXON MOBIL CORP COM 30231G102 17,506 192,961 SH   SOLE   0 192,961 0
F M C CORP COM NEW 302491303 34 5,800 SH   SOLE   0 5,800 0
F5 NETWORKS INC COM 315616102 34,985 268,158 SH   SOLE   0 268,158 0
FACTSET RESH SYS INC COM 303075105 5,810 41,280 SH   SOLE   0 41,280 0
FEDEX CORP COM 31428X106 2,170 12,500 SH   SOLE   0 12,500 0
FLOWSERVE CORP COM 34354P105 35 7,600 SH   SOLE   0 7,600 0
FLUOR CORP NEW COM 343412102 1,467 75,100 SH   SOLE   0 75,100 0
FOOT LOCKER INC COM 344849104 42,277 785,329 SH   SOLE   0 785,329 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,309 149,000 SH   SOLE   0 149,000 0
FRANKLIN RES INC COM 354613101 1,805 32,600 SH   SOLE   0 32,600 0
GALLAGHER ARTHUR J & CO COM 363576109 1,153 24,500 SH   SOLE   0 24,500 0
GAMESTOP CORP NEW CL A 36467W109 1,631 48,271 SH   SOLE   0 48,271 0
GANNETT INC COM 364730101 434 56,500 SH   SOLE   0 56,500 0
GARTNER INC COM 366651107 690 24,600 SH   SOLE   0 24,600 0
GENERAL DYNAMICS CORP COM 369550108 2,133 15,500 SH   SOLE   0 15,500 0
GENERAL ELECTRIC CO COM 369604103 4,759 208,438 SH   SOLE   0 208,438 0
GENESEE & WYO INC CL A 371559105 629 7,000 SH   SOLE   0 7,000 0
GENTEX CORP COM 371901109 1,552 42,957 SH   SOLE   0 42,957 0
GILEAD SCIENCES INC COM 375558103 54,001 572,899 SH   SOLE   0 572,899 0
GLOBAL PMTS INC COM 37940X102 104 10,100 SH   SOLE   0 10,100 0
GOOGLE INC CL C 38259P706 12,624 23,982 SH   SOLE   0 23,982 0
GRACO INC COM 384109104 593 14,100 SH   SOLE   0 14,100 0
GRAND CANYON ED INC COM 38526M106 3,013 64,577 SH   SOLE   0 64,577 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,275 460,749 SH   SOLE   0 460,749 0
GREAT PLAINS ENERGY INC COM 391164100 16,326 574,662 SH   SOLE   0 574,662 0
HALLIBURTON CO COM 406216101 4,787 126,935 SH   SOLE   0 126,935 0
HANOVER INS GROUP INC COM 410867105 737 10,335 SH   SOLE   0 10,335 0
HARRIS CORP DEL COM 413875105 660 38,300 SH   SOLE   0 38,300 0
HCA HOLDINGS INC COM 40412C101 21,268 311,499 SH   SOLE   0 311,499 0
HEALTH NET INC COM 42222G108 21,579 403,248 SH   SOLE   0 403,248 0
HEALTHSOUTH CORP COM NEW 421924309 1,331 34,611 SH   SOLE   0 34,611 0
HELMERICH & PAYNE INC COM 423452101 6,765 149,748 SH   SOLE   0 149,748 0
HESS CORP COM 42809H107 9,922 147,615 SH   SOLE   0 147,615 0
HEWLETT PACKARD CO COM 428236103 1,718 42,825 SH   SOLE   0 42,825 0
HOLLYFRONTIER CORP COM 436106108 2,155 57,500 SH   SOLE   0 57,500 0
HOME DEPOT INC COM 437076102 27,059 265,780 SH   SOLE   0 265,780 0
HUMANA INC COM 444859102 2,509 17,470 SH   SOLE   0 17,470 0
HUNTINGTON INGALLS INDS INC COM 446413106 18,531 164,786 SH   SOLE   0 164,786 0
IDEXX LABS INC COM 45168D104 6,904 46,564 SH   SOLE   0 46,564 0
IHS INC CL A 451734107 2,049 29,900 SH   SOLE   0 29,900 0
INTEL CORP COM 458140100 18,292 504,059 SH   SOLE   0 504,059 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 482 3,500 SH   SOLE   0 3,500 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,379 9,600 SH   SOLE   0 9,600 0
INTERPUBLIC GROUP COS INC COM 460690100 1,474 71,000 SH   SOLE   0 71,000 0
INTUIT COM 461202103 46,615 505,651 SH   SOLE   0 505,651 0
INTUITIVE SURGICAL INC COM NEW 46120E602 965 1,826 SH   SOLE   0 1,826 0
INVESCO LTD SHS G491BT108 2,062 52,200 SH   SOLE   0 52,200 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 541 41,600 SH   SOLE   0 41,600 0
JOHNSON & JOHNSON COM 478160104 9,299 88,932 SH   SOLE   0 88,932 0
JONES LANG LASALLE INC COM 48020Q107 9,668 64,488 SH   SOLE   0 64,488 0
JOY GLOBAL INC COM 481165108 2,107 74,000 SH   SOLE   0 74,000 0
JPMORGAN CHASE & CO COM 46625H100 2,644 42,257 SH   SOLE   0 42,257 0
KEURIG GREEN MTN INC COM 49271M100 22,608 170,769 SH   SOLE   0 170,769 0
KILROY RLTY CORP COM 49427F108 414 6,000 SH   SOLE   0 6,000 0
KIMBERLY CLARK CORP COM 494368103 9,419 81,528 SH   SOLE   0 81,528 0
KIRBY CORP COM 497266106 2,107 26,100 SH   SOLE   0 26,100 0
KNIGHT TRANSN INC COM 499064103 511 15,198 SH   SOLE   0 15,198 0
KOSMOS ENERGY LTD SHS G5315B107 1,440 171,671 SH   SOLE   0 171,671 0
KROGER CO COM 501044101 37,932 622,362 SH   SOLE   0 622,362 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 643 5,965 SH   SOLE   0 5,965 0
LANDSTAR SYS INC COM 515098101 741 10,220 SH   SOLE   0 10,220 0
LAUDER ESTEE COS INC CL A 518439104 15,066 247,426 SH   SOLE   0 247,426 0
LEAR CORP COM NEW 521865204 4,874 56,199 SH   SOLE   0 56,199 0
LEGG MASON INC COM 524901105 32 10,700 SH   SOLE   0 10,700 0
LEUCADIA NATL CORP COM 527288104 1,652 73,700 SH   SOLE   0 73,700 0
LIFEPOINT HOSPITALS INC COM 53219L109 609 8,478 SH   SOLE   0 8,478 0
LILLY ELI & CO COM 532457108 5,448 78,980 SH   SOLE   0 78,980 0
LINCOLN ELEC HLDGS INC COM 533900106 267 3,869 SH   SOLE   0 3,869 0
LINCOLN NATL CORP IND COM 534187109 40,769 706,941 SH   SOLE   0 706,941 0
LIONS GATE ENTMNT CORP COM NEW 535919203 1,181 36,900 SH   SOLE   0 36,900 0
LIVE NATION ENTERTAINMENT IN COM 538034109 164 29,300 SH   SOLE   0 29,300 0
LORILLARD INC COM 544147101 2,108 33,500 SH   SOLE   0 33,500 0
LOWES COS INC COM 548661107 29,099 422,957 SH   SOLE   0 422,957 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 1,016 29,500 SH   SOLE   0 29,500 0
MACYS INC COM 55616P104 2,077 59,200 SH   SOLE   0 59,200 0
MANHATTAN ASSOCS INC COM 562750109 4,798 117,819 SH   SOLE   0 117,819 0
MARATHON PETE CORP COM 56585A102 2,121 29,003 SH   SOLE   0 29,003 0
MASTERCARD INC CL A 57636Q104 48,241 559,757 SH   SOLE   0 559,757 0
MCGRAW HILL FINL INC COM 580645109 489 5,500 SH   SOLE   0 5,500 0
MCKESSON CORP COM 58155Q103 16,998 81,888 SH   SOLE   0 81,888 0
MDU RES GROUP INC COM 552690109 1,456 88,165 SH   SOLE   0 88,165 0
MEDNAX INC COM 58502B106 237 18,300 SH   SOLE   0 18,300 0
MICRON TECHNOLOGY INC COM 595112103 24,608 702,897 SH   SOLE   0 702,897 0
MICROSOFT CORP COM 594918104 14,577 313,831 SH   SOLE   0 313,831 0
MOLINA HEALTHCARE INC COM 60855R100 1,815 33,899 SH   SOLE   0 33,899 0
MONSANTO CO NEW COM 61166W101 1,923 16,100 SH   SOLE   0 16,100 0
MONSTER BEVERAGE CORP COM 611740101 23,873 220,341 SH   SOLE   0 220,341 0
MOODYS CORP COM 615369105 536 5,600 SH   SOLE   0 5,600 0
MURPHY USA INC COM 626755102 724 10,524 SH   SOLE   0 10,524 0
MYRIAD GENETICS INC COM 62855J104 5,267 154,674 SH   SOLE   0 154,674 0
NATIONAL FUEL GAS CO N J COM 636180101 823 11,839 SH   SOLE   0 11,839 0
NATIONAL INSTRS CORP COM 636518102 601 19,328 SH   SOLE   0 19,328 0
NCR CORP NEW COM 62886E108 917 31,500 SH   SOLE   0 31,500 0
NETSUITE INC COM 64118Q107 1,921 38,600 SH   SOLE   0 38,600 0
NEW JERSEY RES COM 646025106 819 13,397 SH   SOLE   0 13,397 0
NEWFIELD EXPL CO COM 651290108 3,049 112,447 SH   SOLE   0 112,447 0
NEWMONT MINING CORP COM 651639106 827 43,800 SH   SOLE   0 43,800 0
NEXTERA ENERGY INC COM 65339F101 418 3,938 SH   SOLE   0 3,938 0
NIKE INC CL B 654106103 817 21,900 SH   SOLE   0 21,900 0
NRG ENERGY INC COM NEW 629377508 2,094 77,700 SH   SOLE   0 77,700 0
NUCOR CORP COM 670346105 2,089 42,600 SH   SOLE   0 42,600 0
NVIDIA CORP COM 67066G104 3,501 174,653 SH   SOLE   0 174,653 0
NVR INC COM 62944T105 1,402 1,100 SH   SOLE   0 1,100 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 45,565 236,555 SH   SOLE   0 236,555 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,176 53,400 SH   SOLE   0 53,400 0
OCEANEERING INTL INC COM 675232102 2,099 35,700 SH   SOLE   0 35,700 0
OGE ENERGY CORP COM 670837103 1,128 31,800 SH   SOLE   0 31,800 0
OIL STS INTL INC COM 678026105 2,845 58,185 SH   SOLE   0 58,185 0
OLD DOMINION FGHT LINES INC COM 679580100 8,610 110,908 SH   SOLE   0 110,908 0
OMNICOM GROUP INC COM 681919106 743 9,600 SH   SOLE   0 9,600 0
OWENS CORNING NEW COM 690742101 78 18,700 SH   SOLE   0 18,700 0
PACKAGING CORP AMER COM 695156109 1,498 46,400 SH   SOLE   0 46,400 0
PAREXEL INTL CORP COM 699462107 1,842 33,171 SH   SOLE   0 33,171 0
PATTERSON UTI ENERGY INC COM 703481101 7,107 428,512 SH   SOLE   0 428,512 0
PFIZER INC COM 717081103 973 31,247 SH   SOLE   0 31,247 0
PG&E CORP COM 69331C108 11,905 223,611 SH   SOLE   0 223,611 0
PHILLIPS 66 COM 718546104 11,445 190,927 SH   SOLE   0 190,927 0
PILGRIMS PRIDE CORP NEW COM 72147K108 40,221 1,226,636 SH   SOLE   0 1,226,636 0
PINNACLE WEST CAP CORP COM 723484101 3,913 86,889 SH   SOLE   0 86,889 0
PIONEER NAT RES CO COM 723787107 10,612 85,198 SH   SOLE   0 85,198 0
PNM RES INC COM 69349H107 2,989 100,886 SH   SOLE   0 100,886 0
POLARIS INDS INC COM 731068102 8,530 69,902 SH   SOLE   0 69,902 0
PORTLAND GEN ELEC CO COM NEW 736508847 12,056 318,696 SH   SOLE   0 318,696 0
PPG INDS INC COM 693506107 12,201 52,786 SH   SOLE   0 52,786 0
PRA GROUP INC COM 69354N106 1,944 33,561 SH   SOLE   0 33,561 0
PRECISION CASTPARTS CORP COM 740189105 385 1,600 SH   SOLE   0 1,600 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,276 43,826 SH   SOLE   0 43,826 0
PRIVATEBANCORP INC COM 742962103 3,829 114,652 SH   SOLE   0 114,652 0
PROCTER & GAMBLE CO COM 742718109 3,973 43,627 SH   SOLE   0 43,627 0
PTC INC COM 69370C100 100 2,746 SH   SOLE   0 2,746 0
PUBLIC STORAGE COM 74460D109 1,035 5,600 SH   SOLE   0 5,600 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 8,439 203,810 SH   SOLE   0 203,810 0
PVH CORP COM 693656100 2,178 25,500 SH   SOLE   0 25,500 0
QUANTA SVCS INC COM 74762E102 1,183 82,900 SH   SOLE   0 82,900 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 2,990 50,791 SH   SOLE   0 50,791 0
RANGE RES CORP COM 75281A109 1,876 35,100 SH   SOLE   0 35,100 0
REALOGY HLDGS CORP COM 75605Y106 2,166 50,900 SH   SOLE   0 50,900 0
RED HAT INC COM 756577102 39,706 601,791 SH   SOLE   0 601,791 0
REINSURANCE GROUP AMER INC COM NEW 759351604 7,553 92,997 SH   SOLE   0 92,997 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,089 34,700 SH   SOLE   0 34,700 0
RETAIL PPTYS AMER INC CL A 76131V202 639 38,300 SH   SOLE   0 38,300 0
ROBERT HALF INTL INC COM 770323103 32,173 581,011 SH   SOLE   0 581,011 0
ROLLINS INC COM 775711104 443 13,390 SH   SOLE   0 13,390 0
SANDERSON FARMS INC COM 800013104 6,640 79,033 SH   SOLE   0 79,033 0
SCHEIN HENRY INC COM 806407102 131 968 SH   SOLE   0 968 0
SEATTLE GENETICS INC COM 812578102 9,459 294,400 SH   SOLE   0 294,400 0
SEI INVESTMENTS CO COM 784117103 2,433 60,767 SH   SOLE   0 60,767 0
SEMPRA ENERGY COM 816851109 690 6,200 SH   SOLE   0 6,200 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 941 42,600 SH   SOLE   0 42,600 0
SHERWIN WILLIAMS CO COM 824348106 44,722 180,422 SH   SOLE   0 180,422 0
SHUTTERSTOCK INC COM 825690100 2,525 36,554 SH   SOLE   0 36,554 0
SIMON PPTY GROUP INC NEW COM 828806109 2,167 11,900 SH   SOLE   0 11,900 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 789 18,300 SH   SOLE   0 18,300 0
SKECHERS U S A INC CL A 830566105 17,484 316,453 SH   SOLE   0 316,453 0
SKYWORKS SOLUTIONS INC COM 83088M102 50,561 695,392 SH   SOLE   0 695,392 0
SM ENERGY CO COM 78454L100 7,630 197,771 SH   SOLE   0 197,771 0
SMITH A O COM 831865209 789 14,000 SH   SOLE   0 14,000 0
SMUCKER J M CO COM NEW 832696405 1,767 17,500 SH   SOLE   0 17,500 0
SOLARWINDS INC COM 83416B109 7,445 149,413 SH   SOLE   0 149,413 0
SONOCO PRODS CO COM 835495102 4 100 SH   SOLE   0 100 0
SOUTHERN COPPER CORP COM 84265V105 2,086 169,000 SH   SOLE   0 169,000 0
SOUTHWEST AIRLS CO COM 844741108 48,873 1,210,056 SH   SOLE   0 1,210,056 0
SOUTHWESTERN ENERGY CO COM 845467109 5,717 335,093 SH   SOLE   0 335,093 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,799 68,300 SH   SOLE   0 68,300 0
SPIRIT AIRLS INC COM 848577102 5,935 79,029 SH   SOLE   0 79,029 0
SPRINGLEAF HLDGS INC COM 85172J101 374 10,343 SH   SOLE   0 10,343 0
ST JUDE MED INC COM 790849103 1,229 28,800 SH   SOLE   0 28,800 0
STANCORP FINL GROUP INC COM 852891100 4,095 58,626 SH   SOLE   0 58,626 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 1,224 15,800 SH   SOLE   0 15,800 0
SYMETRA FINL CORP COM 87151Q106 6,969 302,350 SH   SOLE   0 302,350 0
SYNAPTICS INC COM 87157D109 14,575 211,728 SH   SOLE   0 211,728 0
SYNTEL INC COM 87162H103 58 1,293 SH   SOLE   0 1,293 0
TABLEAU SOFTWARE INC CL A 87336U105 1,542 56,400 SH   SOLE   0 56,400 0
TEAM HEALTH HOLDINGS INC COM 87817A107 546 9,500 SH   SOLE   0 9,500 0
TECO ENERGY INC COM 872375100 945 46,128 SH   SOLE   0 46,128 0
TERADYNE INC COM 880770102 1,114 56,300 SH   SOLE   0 56,300 0
TESORO CORP COM 881609101 2,185 49,200 SH   SOLE   0 49,200 0
TIFFANY & CO NEW COM 886547108 1,976 32,400 SH   SOLE   0 32,400 0
TJX COS INC NEW COM 872540109 1,748 25,500 SH   SOLE   0 25,500 0
TOLL BROTHERS INC COM 889478103 781 73,700 SH   SOLE   0 73,700 0
TORCHMARK CORP COM 891027104 1,421 52,147 SH   SOLE   0 52,147 0
TORO CO COM 891092108 6,319 99,042 SH   SOLE   0 99,042 0
TRANSDIGM GROUP INC COM 893641100 1,040 5,300 SH   SOLE   0 5,300 0
TRAVELERS COMPANIES INC COM 89417E109 20,807 196,576 SH   SOLE   0 196,576 0
TRINITY INDS INC COM 896522109 14,400 514,137 SH   SOLE   0 514,137 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 955 25,902 SH   SOLE   0 25,902 0
TYLER TECHNOLOGIES INC COM 902252105 791 7,235 SH   SOLE   0 7,235 0
TYSON FOODS INC CL A 902494103 1,820 51,200 SH   SOLE   0 51,200 0
U S G CORP COM NEW 903293405 142 27,500 SH   SOLE   0 27,500 0
UGI CORP NEW COM 902681105 15,372 441,943 SH   SOLE   0 441,943 0
UNION PAC CORP COM 907818108 39,875 352,425 SH   SOLE   0 352,425 0
UNITED PARCEL SERVICE INC CL B 911312106 1,145 10,300 SH   SOLE   0 10,300 0
UNITED RENTALS INC COM 911363109 2,121 20,800 SH   SOLE   0 20,800 0
UNITED STATES STL CORP NEW COM 912909108 11,909 449,285 SH   SOLE   0 449,285 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 16,453 127,063 SH   SOLE   0 127,063 0
UNITEDHEALTH GROUP INC COM 91324P102 7,366 72,873 SH   SOLE   0 72,873 0
UNIVERSAL HLTH SVCS INC CL B 913903100 111 1,000 SH   SOLE   0 1,000 0
UNUM GROUP COM 91529Y106 14,924 427,894 SH   SOLE   0 427,894 0
VANTIV INC CL A 92210H105 1,356 40,000 SH   SOLE   0 40,000 0
VECTREN CORP COM 92240G101 4,377 94,679 SH   SOLE   0 94,679 0
VERISIGN INC COM 92343E102 16,892 296,361 SH   SOLE   0 296,361 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,589 70,961 SH   SOLE   0 70,961 0
VMWARE INC CL A COM 928563402 10,880 131,861 SH   SOLE   0 131,861 0
VOYA FINL INC COM 929089100 29,027 684,926 SH   SOLE   0 684,926 0
W P CAREY INC COM 92936U109 245 3,500 SH   SOLE   0 3,500 0
WADDELL & REED FINL INC CL A 930059100 22,628 477,996 SH   SOLE   0 477,996 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,225 29,200 SH   SOLE   0 29,200 0
WAL-MART STORES INC COM 931142103 523 10,200 SH   SOLE   0 10,200 0
WASTE CONNECTIONS INC COM 941053100 2,036 46,300 SH   SOLE   0 46,300 0
WELLS FARGO & CO NEW COM 949746101 6,261 114,215 SH   SOLE   0 114,215 0
WESTAR ENERGY INC COM 95709T100 6,173 149,685 SH   SOLE   0 149,685 0
WESTERN ALLIANCE BANCORP COM 957638109 277 9,983 SH   SOLE   0 9,983 0
WESTERN REFNG INC COM 959319104 1,941 94,200 SH   SOLE   0 94,200 0
WESTERN UN CO COM 959802109 1,198 66,900 SH   SOLE   0 66,900 0
WESTLAKE CHEM CORP COM 960413102 38,561 631,217 SH   SOLE   0 631,217 0
WEYERHAEUSER CO COM 962166104 2,153 60,000 SH   SOLE   0 60,000 0
WGL HLDGS INC COM 92924F106 691 12,667 SH   SOLE   0 12,667 0
WHITING PETE CORP NEW COM 966387102 4,092 124,023 SH   SOLE   0 124,023 0
WILLIAMS COS INC DEL COM 969457100 548 12,200 SH   SOLE   0 12,200 0
WORKDAY INC CL A 98138H101 1,264 30,900 SH   SOLE   0 30,900 0
WORTHINGTON INDS INC COM 981811102 621 20,668 SH   SOLE   0 20,668 0
WPX ENERGY INC COM 98212B103 3,242 278,790 SH   SOLE   0 278,790 0
XYLEM INC COM 98419M100 426 11,600 SH   SOLE   0 11,600 0
YUM BRANDS INC COM 988498101 2,170 29,800 SH   SOLE   0 29,800 0