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
AES CORP COM 00130H105 10,666 685,934 SH   SOLE   0 685,934 0
AETNA INC NEW COM 00817Y108 10,818 133,426 SH   SOLE   0 133,426 0
AFFILIATED MANAGERS GROUP COM 008252108 4,487 21,849 SH   SOLE   0 21,849 0
AFLAC INC COM 001055102 1,444 23,200 SH   SOLE   0 23,200 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,435 42,400 SH   SOLE   0 42,400 0
AIRGAS INC COM 009363102 130 1,200 SH   SOLE   0 1,200 0
ALASKA AIR GROUP INC COM 011659109 27,125 285,382 SH   SOLE   0 285,382 0
ALLEGIANT TRAVEL CO COM 01748X102 371 3,151 SH   SOLE   0 3,151 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 43 1,400 SH   SOLE   0 1,400 0
AMEREN CORP COM 023608102 30,226 739,389 SH   SOLE   0 739,389 0
AMERICAN ELEC PWR INC COM 025537101 11,374 203,946 SH   SOLE   0 203,946 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,887 31,689 SH   SOLE   0 31,689 0
AMERICAN TOWER CORP NEW COM 03027X100 224 2,500 SH   SOLE   0 2,500 0
AMERICAN WTR WKS CO INC NEW COM 030420103 459 9,300 SH   SOLE   0 9,300 0
AMERISOURCEBERGEN CORP COM 03073E105 16,656 229,242 SH   SOLE   0 229,242 0
AMETEK INC NEW COM 031100100 1,029 19,700 SH   SOLE   0 19,700 0
AMPHENOL CORP NEW CL A 032095101 1,050 10,900 SH   SOLE   0 10,900 0
AMTRUST FINL SVCS INC COM 032359309 9,129 218,347 SH   SOLE   0 218,347 0
ANIXTER INTL INC COM 035290105 800 8,001 SH   SOLE   0 8,001 0
APPLE INC COM 037833100 49,200 529,438 SH   SOLE   0 529,438 0
AQUA AMERICA INC COM 03836W103 173 6,600 SH   SOLE   0 6,600 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,278 97,002 SH   SOLE   0 97,002 0
ASSURANT INC COM 04621X108 16,845 256,984 SH   SOLE   0 256,984 0
AT&T INC COM 00206R102 16,820 475,687 SH   SOLE   0 475,687 0
ATWOOD OCEANICS INC COM 050095108 561 10,690 SH   SOLE   0 10,690 0
AUTOZONE INC COM 053332102 7,430 13,856 SH   SOLE   0 13,856 0
AVIS BUDGET GROUP COM 053774105 11,447 191,780 SH   SOLE   0 191,780 0
BAKER HUGHES INC COM 057224107 29,319 393,819 SH   SOLE   0 393,819 0
BALL CORP COM 058498106 19,257 307,235 SH   SOLE   0 307,235 0
BANCORPSOUTH INC COM 059692103 752 30,641 SH   SOLE   0 30,641 0
BANK OF AMERICA CORPORATION COM 060505104 2,389 155,491 SH   SOLE   0 155,491 0
BARD C R INC COM 067383109 28,000 195,796 SH   SOLE   0 195,796 0
BAXTER INTL INC COM 071813109 2,436 33,700 SH   SOLE   0 33,700 0
BERKLEY W R CORP COM 084423102 392 8,475 SH   SOLE   0 8,475 0
BIO RAD LABS INC CL A 090572207 192 1,612 SH   SOLE   0 1,612 0
BOEING CO COM 097023105 1,079 8,485 SH   SOLE   0 8,485 0
BOSTON SCIENTIFIC CORP COM 101137107 23,672 1,853,727 SH   SOLE   0 1,853,727 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,145 27,500 SH   SOLE   0 27,500 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 9,589 1,042,312 SH   SOLE   0 1,042,312 0
BROWN & BROWN INC COM 115236101 531 17,300 SH   SOLE   0 17,300 0
BUNGE LIMITED COM G16962105 14,231 188,151 SH   SOLE   0 188,151 0
CABOT OIL & GAS CORP COM 127097103 2,437 71,400 SH   SOLE   0 71,400 0
CAMERON INTERNATIONAL CORP COM 13342B105 9,042 133,547 SH   SOLE   0 133,547 0
CAPITAL ONE FINL CORP COM 14040H105 5,948 72,021 SH   SOLE   0 72,021 0
CARDINAL HEALTH INC COM 14149Y108 8,243 120,244 SH   SOLE   0 120,244 0
CARNIVAL CORP PAIRED CTF 143658300 1,408 37,400 SH   SOLE   0 37,400 0
CARRIZO OIL & GAS INC COM 144577103 424 6,124 SH   SOLE   0 6,124 0
CARTER INC COM 146229109 565 8,200 SH   SOLE   0 8,200 0
CBS CORP NEW CL B 124857202 7,237 116,471 SH   SOLE   0 116,471 0
CDW CORP COM 12514G108 930 29,177 SH   SOLE   0 29,177 0
CELGENE CORP COM 151020104 3,836 44,676 SH   SOLE   0 44,676 0
CENTURYLINK INC COM 156700106 18,420 508,857 SH   SOLE   0 508,857 0
CF INDS HLDGS INC COM 125269100 2,501 10,400 SH   SOLE   0 10,400 0
CHARLES RIV LABS INTL INC COM 159864107 3,906 72,987 SH   SOLE   0 72,987 0
CHEVRON CORP NEW COM 166764100 3,344 25,619 SH   SOLE   0 25,619 0
CHURCH & DWIGHT INC COM 171340102 1,350 19,300 SH   SOLE   0 19,300 0
CIGNA CORPORATION COM 125509109 4,263 46,354 SH   SOLE   0 46,354 0
CITIGROUP INC COM NEW 172967424 1 22 SH   SOLE   0 22 0
CNO FINL GROUP INC COM 12621E103 7,385 414,928 SH   SOLE   0 414,928 0
COACH INC COM 189754104 2,393 70,000 SH   SOLE   0 70,000 0
COBALT INTL ENERGY INC COM 19075F106 2,447 133,400 SH   SOLE   0 133,400 0
COCA COLA ENTERPRISES INC NE COM 19122T109 19,494 408,004 SH   SOLE   0 408,004 0
COMCAST CORP NEW CL A SPL 20030N200 1,512 28,363 SH   SOLE   0 28,363 0
COMMSCOPE HLDG CO INC COM 20337X109 872 37,713 SH   SOLE   0 37,713 0
CONSOL ENERGY INC COM 20854P109 161 3,500 SH   SOLE   0 3,500 0
CONSOLIDATED EDISON INC COM 209115104 6,450 111,733 SH   SOLE   0 111,733 0
COVANCE INC COM 222816100 3,636 42,497 SH   SOLE   0 42,497 0
CREDIT ACCEP CORP MICH COM 225310101 844 6,860 SH   SOLE   0 6,860 0
CROWN HOLDINGS INC COM 228368106 1,701 34,200 SH   SOLE   0 34,200 0
CURTISS WRIGHT CORP COM 231561101 385 5,877 SH   SOLE   0 5,877 0
CVS CAREMARK CORPORATION COM 126650100 2,494 33,100 SH   SOLE   0 33,100 0
D R HORTON INC COM 23331A109 2,578 104,900 SH   SOLE   0 104,900 0
DARDEN RESTAURANTS INC COM 237194105 2,401 51,900 SH   SOLE   0 51,900 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 2,502 34,600 SH   SOLE   0 34,600 0
DEERE & CO COM 244199105 2,164 23,900 SH   SOLE   0 23,900 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,461 37,751 SH   SOLE   0 37,751 0
DELUXE CORP COM 248019101 749 12,798 SH   SOLE   0 12,798 0
DISCOVER FINL SVCS COM 254709108 1,067 17,218 SH   SOLE   0 17,218 0
DOLLAR TREE INC COM 256746108 9,081 166,749 SH   SOLE   0 166,749 0
DONALDSON INC COM 257651109 338 8,000 SH   SOLE   0 8,000 0
DONNELLEY R R & SONS CO COM 257867101 3,173 187,144 SH   SOLE   0 187,144 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 10,243 174,868 SH   SOLE   0 174,868 0
DST SYS INC DEL COM 233326107 669 7,267 SH   SOLE   0 7,267 0
DTE ENERGY CO COM 233331107 20,363 261,502 SH   SOLE   0 261,502 0
DU PONT E I DE NEMOURS & CO COM 263534109 2,499 38,200 SH   SOLE   0 38,200 0
DUKE ENERGY CORP NEW COM NEW 26441C204 15,036 202,672 SH   SOLE   0 202,672 0
DUKE REALTY CORP COM NEW 264411505 900 49,600 SH   SOLE   0 49,600 0
E M C CORP MASS COM 268648102 2,439 92,600 SH   SOLE   0 92,600 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,277 60,112 SH   SOLE   0 60,112 0
EASTMAN CHEM CO COM 277432100 1,161 13,300 SH   SOLE   0 13,300 0
EBAY INC COM 278642103 30,655 612,326 SH   SOLE   0 612,326 0
EDISON INTL COM 281020107 1,146 19,725 SH   SOLE   0 19,725 0
ENERSYS COM 29275Y102 4,213 61,248 SH   SOLE   0 61,248 0
EOG RES INC COM 26875P101 7,478 63,992 SH   SOLE   0 63,992 0
EQT CORP COM 26884L109 844 7,900 SH   SOLE   0 7,900 0
EURONET WORLDWIDE INC COM 298736109 1,166 24,175 SH   SOLE   0 24,175 0
EXELON CORP COM 30161N101 2,564 70,300 SH   SOLE   0 70,300 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 174 2,510 SH   SOLE   0 2,510 0
EXTERRAN HLDGS INC COM 30225X103 4,609 102,464 SH   SOLE   0 102,464 0
EXXON MOBIL CORP COM 30231G102 17,512 173,946 SH   SOLE   0 173,946 0
F M C CORP COM NEW 302491303 2,413 33,900 SH   SOLE   0 33,900 0
FACTSET RESH SYS INC COM 303075105 4,043 33,617 SH   SOLE   0 33,617 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 616 5,100 SH   SOLE   0 5,100 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 3 100 SH   SOLE   0 100 0
FIRSTENERGY CORP COM 337932107 1,774 51,100 SH   SOLE   0 51,100 0
FLEETCOR TECHNOLOGIES INC COM 339041105 698 5,300 SH   SOLE   0 5,300 0
FLOWERS FOODS INC COM 343498101 1,182 56,100 SH   SOLE   0 56,100 0
FLOWSERVE CORP COM 34354P105 2,104 28,300 SH   SOLE   0 28,300 0
FLUOR CORP NEW COM 343412102 23 300 SH   SOLE   0 300 0
FMC TECHNOLOGIES INC COM 30249U101 1,453 23,800 SH   SOLE   0 23,800 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,531 63,400 SH   SOLE   0 63,400 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 1,266 53,900 SH   SOLE   0 53,900 0
GAP INC DEL COM 364760108 195 4,700 SH   SOLE   0 4,700 0
GARTNER INC COM 366651107 2,595 36,807 SH   SOLE   0 36,807 0
GATX CORP COM 361448103 1,464 21,873 SH   SOLE   0 21,873 0
GENERAL DYNAMICS CORP COM 369550108 1,002 8,600 SH   SOLE   0 8,600 0
GENERAL ELECTRIC CO COM 369604103 4,812 183,122 SH   SOLE   0 183,122 0
GENERAL MLS INC COM 370334104 2,537 48,300 SH   SOLE   0 48,300 0
GENWORTH FINL INC COM CL A 37247D106 23,163 1,331,239 SH   SOLE   0 1,331,239 0
GILEAD SCIENCES INC COM 375558103 13,737 165,687 SH   SOLE   0 165,687 0
GLOBAL PMTS INC COM 37940X102 5,567 76,419 SH   SOLE   0 76,419 0
GOOGLE INC CL C 38259P706 10,393 18,067 SH   SOLE   0 18,067 0
GRAHAM HLDGS CO COM 384637104 143 200 SH   SOLE   0 200 0
GRAINGER W W INC COM 384802104 991 3,900 SH   SOLE   0 3,900 0
GRAPHIC PACKAGING HLDG CO COM 388689101 9,196 786,020 SH   SOLE   0 786,020 0
GREAT PLAINS ENERGY INC COM 391164100 14,333 533,436 SH   SOLE   0 533,436 0
HALLIBURTON CO COM 406216101 30,335 427,194 SH   SOLE   0 427,194 0
HANOVER INS GROUP INC COM 410867105 4,611 73,028 SH   SOLE   0 73,028 0
HARMAN INTL INDS INC COM 413086109 1,780 16,574 SH   SOLE   0 16,574 0
HARRIS CORP DEL COM 413875105 386 5,100 SH   SOLE   0 5,100 0
HCA HOLDINGS INC COM 40412C101 13,302 235,947 SH   SOLE   0 235,947 0
HEALTH NET INC COM 42222G108 55 1,336 SH   SOLE   0 1,336 0
HEALTHSOUTH CORP COM NEW 421924309 5,922 165,117 SH   SOLE   0 165,117 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 942 35,809 SH   SOLE   0 35,809 0
HELMERICH & PAYNE INC COM 423452101 18,455 158,991 SH   SOLE   0 158,991 0
HERSHEY CO COM 427866108 1,002 10,292 SH   SOLE   0 10,292 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,280 45,700 SH   SOLE   0 45,700 0
HOLLYFRONTIER CORP COM 436106108 2,389 54,700 SH   SOLE   0 54,700 0
HOME DEPOT INC COM 437076102 20,568 254,054 SH   SOLE   0 254,054 0
HONEYWELL INTL INC COM 438516106 910 9,800 SH   SOLE   0 9,800 0
HORMEL FOODS CORP COM 440452100 34 700 SH   SOLE   0 700 0
HSN INC COM 404303109 4,299 72,582 SH   SOLE   0 72,582 0
HUMANA INC COM 444859102 723 5,665 SH   SOLE   0 5,665 0
HUNTINGTON INGALLS INDS INC COM 446413106 24,490 258,917 SH   SOLE   0 258,917 0
IDACORP INC COM 451107106 1,413 24,449 SH   SOLE   0 24,449 0
INGRAM MICRO INC CL A 457153104 88 3,038 SH   SOLE   0 3,038 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,493 13,200 SH   SOLE   0 13,200 0
INTERNATIONAL BUSINESS MACHS COM 459200101 11,753 64,837 SH   SOLE   0 64,837 0
INTUIT COM 461202103 25,309 314,285 SH   SOLE   0 314,285 0
INVESCO LTD SHS G491BT108 2,389 63,300 SH   SOLE   0 63,300 0
ITC HLDGS CORP COM 465685105 2,121 58,146 SH   SOLE   0 58,146 0
JACOBS ENGR GROUP INC DEL COM 469814107 2,370 44,500 SH   SOLE   0 44,500 0
JARDEN CORP COM 471109108 296 5,000 SH   SOLE   0 5,000 0
JOHNSON & JOHNSON COM 478160104 6,639 63,459 SH   SOLE   0 63,459 0
JOY GLOBAL INC COM 481165108 1,102 17,900 SH   SOLE   0 17,900 0
JPMORGAN CHASE & CO COM 46625H100 1,443 25,046 SH   SOLE   0 25,046 0
JUNIPER NETWORKS INC COM 48203R104 3,995 162,806 SH   SOLE   0 162,806 0
KANSAS CITY SOUTHERN COM NEW 485170302 838 7,800 SH   SOLE   0 7,800 0
KELLOGG CO COM 487836108 1,451 22,100 SH   SOLE   0 22,100 0
KEYCORP NEW COM 493267108 2,739 191,162 SH   SOLE   0 191,162 0
KIMBERLY CLARK CORP COM 494368103 2,480 22,300 SH   SOLE   0 22,300 0
KIMCO RLTY CORP COM 49446R109 2,240 97,500 SH   SOLE   0 97,500 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 339 4,302 SH   SOLE   0 4,302 0
KOHLS CORP COM 500255104 1,475 28,000 SH   SOLE   0 28,000 0
KROGER CO COM 501044101 20,429 413,293 SH   SOLE   0 413,293 0
LEAR CORP COM NEW 521865204 26,371 295,248 SH   SOLE   0 295,248 0
LENNAR CORP CL A 526057104 12 300 SH   SOLE   0 300 0
LENNOX INTL INC COM 526107107 18,383 205,245 SH   SOLE   0 205,245 0
LEUCADIA NATL CORP COM 527288104 5 200 SH   SOLE   0 200 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 6,199 141,180 SH   SOLE   0 141,180 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 809 10,964 SH   SOLE   0 10,964 0
LIBERTY PPTY TR SH BEN INT 531172104 735 19,400 SH   SOLE   0 19,400 0
LINCOLN NATL CORP IND COM 534187109 26,632 517,745 SH   SOLE   0 517,745 0
LOEWS CORP COM 540424108 101 2,300 SH   SOLE   0 2,300 0
LORILLARD INC COM 544147101 957 15,700 SH   SOLE   0 15,700 0
M & T BK CORP COM 55261F104 62 500 SH   SOLE   0 500 0
MACYS INC COM 55616P104 597 10,300 SH   SOLE   0 10,300 0
MANHATTAN ASSOCS INC COM 562750109 4,874 141,587 SH   SOLE   0 141,587 0
MANPOWERGROUP INC COM 56418H100 4,573 53,896 SH   SOLE   0 53,896 0
MARATHON PETE CORP COM 56585A102 9,019 115,527 SH   SOLE   0 115,527 0
MARRIOTT INTL INC NEW CL A 571903202 0 2 SH   SOLE   0 2 0
MASTERCARD INC CL A 57636Q104 13,040 177,493 SH   SOLE   0 177,493 0
MCCORMICK & CO INC COM NON VTG 579780206 400 5,600 SH   SOLE   0 5,600 0
MCDONALDS CORP COM 580135101 2,508 24,900 SH   SOLE   0 24,900 0
MCGRAW HILL FINL INC COM 580645109 1,095 13,200 SH   SOLE   0 13,200 0
MCKESSON CORP COM 58155Q103 27,554 147,977 SH   SOLE   0 147,977 0
MDU RES GROUP INC COM 552690109 6,279 178,895 SH   SOLE   0 178,895 0
MEDNAX INC COM 58502B106 3,576 61,512 SH   SOLE   0 61,512 0
MERCK & CO INC NEW COM 58933Y105 2,516 43,500 SH   SOLE   0 43,500 0
METTLER TOLEDO INTERNATIONAL COM 592688105 6,641 26,231 SH   SOLE   0 26,231 0
MICROSEMI CORP COM 595137100 1,875 70,083 SH   SOLE   0 70,083 0
MICROSOFT CORP COM 594918104 8,962 214,935 SH   SOLE   0 214,935 0
MONSTER BEVERAGE CORP COM 611740101 10,027 141,177 SH   SOLE   0 141,177 0
MOSAIC CO NEW COM 61945C103 2,472 50,000 SH   SOLE   0 50,000 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,496 37,500 SH   SOLE   0 37,500 0
MYRIAD GENETICS INC COM 62855J104 956 24,578 SH   SOLE   0 24,578 0
NAVIENT CORP COM 63938C108 5,650 319,078 SH   SOLE   0 319,078 0
NETAPP INC COM 64120L104 12,189 333,788 SH   SOLE   0 333,788 0
NETSUITE INC COM 64118Q107 799 9,200 SH   SOLE   0 9,200 0
NEWMONT MINING CORP COM 651639106 409 16,100 SH   SOLE   0 16,100 0
NOBLE ENERGY INC COM 655044105 1,626 21,000 SH   SOLE   0 21,000 0
NORFOLK SOUTHERN CORP COM 655844108 669 6,500 SH   SOLE   0 6,500 0
NORTHROP GRUMMAN CORP COM 666807102 9,810 82,007 SH   SOLE   0 82,007 0
NU SKIN ENTERPRISES INC CL A 67018T105 7,667 103,668 SH   SOLE   0 103,668 0
NUCOR CORP COM 670346105 2,432 49,400 SH   SOLE   0 49,400 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 15,017 99,716 SH   SOLE   0 99,716 0
OCEANEERING INTL INC COM 675232102 1,171 15,000 SH   SOLE   0 15,000 0
OLD REP INTL CORP COM 680223104 494 29,900 SH   SOLE   0 29,900 0
OMNICARE INC COM 681904108 1,750 26,302 SH   SOLE   0 26,302 0
ON SEMICONDUCTOR CORP COM 682189105 16,388 1,793,063 SH   SOLE   0 1,793,063 0
ORACLE CORP COM 68389X105 2,403 59,300 SH   SOLE   0 59,300 0
OWENS CORNING NEW COM 690742101 2,363 61,100 SH   SOLE   0 61,100 0
PACKAGING CORP AMER COM 695156109 707 9,900 SH   SOLE   0 9,900 0
PAPA JOHNS INTL INC COM 698813102 509 12,025 SH   SOLE   0 12,025 0
PAREXEL INTL CORP COM 699462107 2,096 39,683 SH   SOLE   0 39,683 0
PERKINELMER INC COM 714046109 944 20,168 SH   SOLE   0 20,168 0
PFIZER INC COM 717081103 532 17,944 SH   SOLE   0 17,944 0
PHILIP MORRIS INTL INC COM 718172109 2,470 29,300 SH   SOLE   0 29,300 0
PHILLIPS 66 COM 718546104 2,469 30,700 SH   SOLE   0 30,700 0
PILGRIMS PRIDE CORP NEW COM 72147K108 2,386 87,225 SH   SOLE   0 87,225 0
PINNACLE WEST CAP CORP COM 723484101 6,326 109,387 SH   SOLE   0 109,387 0
PNM RES INC COM 69349H107 2,148 73,269 SH   SOLE   0 73,269 0
POLARIS INDS INC COM 731068102 1,706 13,100 SH   SOLE   0 13,100 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 589 9,904 SH   SOLE   0 9,904 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,201 265,392 SH   SOLE   0 265,392 0
PRAXAIR INC COM 74005P104 2,510 18,900 SH   SOLE   0 18,900 0
PRECISION CASTPARTS CORP COM 740189105 2,372 9,400 SH   SOLE   0 9,400 0
PRICELINE GRP INC COM NEW 741503403 28,152 23,402 SH   SOLE   0 23,402 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,996 39,542 SH   SOLE   0 39,542 0
PRIVATEBANCORP INC COM 742962103 209 7,195 SH   SOLE   0 7,195 0
PROCTER & GAMBLE CO COM 742718109 3,522 44,827 SH   SOLE   0 44,827 0
PRUDENTIAL FINL INC COM 744320102 8,317 93,696 SH   SOLE   0 93,696 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 6,882 168,718 SH   SOLE   0 168,718 0
PULTE GROUP INC COM 745867101 2,469 122,500 SH   SOLE   0 122,500 0
QUALCOMM INC COM 747525103 4,878 61,598 SH   SOLE   0 61,598 0
QUANTA SVCS INC COM 74762E102 89 2,600 SH   SOLE   0 2,600 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 7,109 133,446 SH   SOLE   0 133,446 0
RANGE RES CORP COM 75281A109 2,425 27,900 SH   SOLE   0 27,900 0
RAYMOND JAMES FINANCIAL INC COM 754730109 877 17,300 SH   SOLE   0 17,300 0
RAYONIER ADVANCED MATERIALS IN COM 75508B104 85 2,199 SH   SOLE   0 2,199 0
RAYONIER INC COM 754907103 234 6,600 SH   SOLE   0 6,600 0
RAYTHEON CO COM NEW 755111507 25,178 272,953 SH   SOLE   0 272,953 0
REALTY INCOME CORP COM 756109104 897 20,200 SH   SOLE   0 20,200 0
REGENCY CTRS CORP COM 758849103 105 1,900 SH   SOLE   0 1,900 0
REINSURANCE GROUP AMER INC COM NEW 759351604 3,264 41,371 SH   SOLE   0 41,371 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 987 13,400 SH   SOLE   0 13,400 0
REPUBLIC SVCS INC COM 760759100 789 20,800 SH   SOLE   0 20,800 0
ROCK-TENN CO CL A 772739207 211 2,000 SH   SOLE   0 2,000 0
ROCKWELL COLLINS INC COM 774341101 85 1,100 SH   SOLE   0 1,100 0
RPM INTL INC COM 749685103 41 900 SH   SOLE   0 900 0
RSP PERMIAN INC COM 74978Q105 286 8,824 SH   SOLE   0 8,824 0
SALIX PHARMACEUTICALS INC COM 795435106 4,133 33,509 SH   SOLE   0 33,509 0
SALLY BEAUTY HLDGS INC COM 79546E104 1,045 41,700 SH   SOLE   0 41,700 0
SCANA CORP NEW COM 80589M102 171 3,184 SH   SOLE   0 3,184 0
SHERWIN WILLIAMS CO COM 824348106 2,261 10,928 SH   SOLE   0 10,928 0
SHUTTERSTOCK INC COM 825690100 1,295 15,613 SH   SOLE   0 15,613 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,466 265,465 SH   SOLE   0 265,465 0
SM ENERGY CO COM 78454L100 14,681 174,572 SH   SOLE   0 174,572 0
SMITH A O COM 831865209 674 13,600 SH   SOLE   0 13,600 0
SOUTHERN COPPER CORP COM 84265V105 1,123 37,000 SH   SOLE   0 37,000 0
SOUTHWEST AIRLS CO COM 844741108 24,524 913,035 SH   SOLE   0 913,035 0
SOUTHWEST GAS CORP COM 844895102 324 6,155 SH   SOLE   0 6,155 0
SOUTHWESTERN ENERGY CO COM 845467109 2,429 53,400 SH   SOLE   0 53,400 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7,240 214,859 SH   SOLE   0 214,859 0
SPIRIT AIRLS INC COM 848577102 17,484 276,476 SH   SOLE   0 276,476 0
STANCORP FINL GROUP INC COM 852891100 6,362 99,419 SH   SOLE   0 99,419 0
STANLEY BLACK & DECKER INC COM 854502101 307 3,500 SH   SOLE   0 3,500 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 1,373 17,000 SH   SOLE   0 17,000 0
STARZ COM SER A 85571Q102 836 28,082 SH   SOLE   0 28,082 0
SYMETRA FINL CORP COM 87151Q106 6,875 302,350 SH   SOLE   0 302,350 0
SYNTEL INC COM 87162H103 974 11,342 SH   SOLE   0 11,342 0
TARGA RES CORP COM 87612G101 2,609 18,700 SH   SOLE   0 18,700 0
TEAM HEALTH HOLDINGS INC COM 87817A107 597 11,960 SH   SOLE   0 11,960 0
TELEFLEX INC COM 879369106 1,330 12,600 SH   SOLE   0 12,600 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,487 53,000 SH   SOLE   0 53,000 0
TERADATA CORP DEL COM 88076W103 2,359 58,700 SH   SOLE   0 58,700 0
TEXTRON INC COM 883203101 830 21,700 SH   SOLE   0 21,700 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,199 103,377 SH   SOLE   0 103,377 0
THOMSON REUTERS CORP COM 884903105 419 11,500 SH   SOLE   0 11,500 0
TIME WARNER INC COM NEW 887317303 309 4,400 SH   SOLE   0 4,400 0
TJX COS INC NEW COM 872540109 1,427 26,863 SH   SOLE   0 26,863 0
T-MOBILE US INC COM 872590104 685 20,400 SH   SOLE   0 20,400 0
TOLL BROTHERS INC COM 889478103 1,313 35,600 SH   SOLE   0 35,600 0
TORCHMARK CORP COM 891027104 1,983 24,210 SH   SOLE   0 24,210 0
TORO CO COM 891092108 5,292 83,231 SH   SOLE   0 83,231 0
TOTAL SYS SVCS INC COM 891906109 697 22,200 SH   SOLE   0 22,200 0
TOWERS WATSON & CO CL A 891894107 2,480 23,800 SH   SOLE   0 23,800 0
TRAVELERS COMPANIES INC COM 89417E109 9,128 97,042 SH   SOLE   0 97,042 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 2,206 24,643 SH   SOLE   0 24,643 0
TUPPERWARE BRANDS CORP COM 899896104 167 2,000 SH   SOLE   0 2,000 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 886 25,902 SH   SOLE   0 25,902 0
TYSON FOODS INC CL A 902494103 23,407 623,544 SH   SOLE   0 623,544 0
UGI CORP NEW COM 902681105 4,799 95,034 SH   SOLE   0 95,034 0
UNDER ARMOUR INC CL A 904311107 535 9,000 SH   SOLE   0 9,000 0
UNIT CORP COM 909218109 2,866 41,651 SH   SOLE   0 41,651 0
UNITED CONTL HLDGS INC COM 910047109 2,455 59,800 SH   SOLE   0 59,800 0
UNITED RENTALS INC COM 911363109 27,462 262,220 SH   SOLE   0 262,220 0
UNITED TECHNOLOGIES CORP COM 913017109 2,493 21,600 SH   SOLE   0 21,600 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 13,949 157,641 SH   SOLE   0 157,641 0
UNUM GROUP COM 91529Y106 3,992 114,858 SH   SOLE   0 114,858 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 195 1,545 SH   SOLE   0 1,545 0
VALERO ENERGY CORP NEW COM 91913Y100 23,276 464,592 SH   SOLE   0 464,592 0
VALSPAR CORP COM 920355104 1,516 19,900 SH   SOLE   0 19,900 0
VANTIV INC CL A 92210H105 7,832 232,967 SH   SOLE   0 232,967 0
VECTREN CORP COM 92240G101 4,448 104,675 SH   SOLE   0 104,675 0
VENTAS INC COM 92276F100 1,589 24,800 SH   SOLE   0 24,800 0
VERISIGN INC COM 92343E102 22,221 455,257 SH   SOLE   0 455,257 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,237 45,721 SH   SOLE   0 45,721 0
VIACOM INC NEW CL B 92553P201 539 6,215 SH   SOLE   0 6,215 0
VISA INC COM CL A 92826C839 231 1,100 SH   SOLE   0 1,100 0
WABCO HLDGS INC COM 92927K102 10,232 95,794 SH   SOLE   0 95,794 0
WADDELL & REED FINL INC CL A 930059100 25,335 404,786 SH   SOLE   0 404,786 0
WATERS CORP COM 941848103 637 6,100 SH   SOLE   0 6,100 0
WELLPOINT INC COM 94973V107 28,593 265,716 SH   SOLE   0 265,716 0
WELLS FARGO & CO NEW COM 949746101 4,334 82,459 SH   SOLE   0 82,459 0
WESCO INTL INC COM 95082P105 863 10,000 SH   SOLE   0 10,000 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 414 9,826 SH   SOLE   0 9,826 0
WESTAR ENERGY INC COM 95709T100 6,638 173,825 SH   SOLE   0 173,825 0
WESTERN ALLIANCE BANCORP COM 957638109 441 18,534 SH   SOLE   0 18,534 0
WESTERN REFNG INC COM 959319104 6,285 167,381 SH   SOLE   0 167,381 0
WHIRLPOOL CORP COM 963320106 1,113 8,000 SH   SOLE   0 8,000 0
WHITING PETE CORP NEW COM 966387102 2,495 31,100 SH   SOLE   0 31,100 0
WINTRUST FINL CORP COM 97650W108 412 8,975 SH   SOLE   0 8,975 0
WISCONSIN ENERGY CORP COM 976657106 4,484 95,576 SH   SOLE   0 95,576 0
WPX ENERGY INC COM 98212B103 1,118 46,800 SH   SOLE   0 46,800 0
WYNDHAM WORLDWIDE CORP COM 98310W108 1,226 16,200 SH   SOLE   0 16,200 0
ZOETIS INC CL A 98978V103 2,491 77,200 SH   SOLE   0 77,200 0