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 54,110 257,792 SH   SOLE 0 257,792 0
AARONS INC COM PAR $0.50 002535300 1,300 29,808 SH   SOLE 0 29,808 0
ABBVIE INC COM 00287Y109 2,209 24,868 SH   SOLE 0 24,868 0
ABERCROMBIE & FITCH CO CL A 002896207 133 9,252 SH   SOLE 0 9,252 0
ACTUA CORP COM 005094107 40 2,662 SH   SOLE 0 2,662 0
ADOBE SYS INC COM 00724F101 177,006 1,186,532 SH   SOLE 0 1,186,532 0
ADVANCED ENERGY INDS COM 007973100 23,432 290,154 SH   SOLE 0 290,154 0
ADVANCED MICRO DEVICES INC COM 007903107 2 226 SH   SOLE 0 226 0
AES CORP COM 00130H105 37,438 3,397,281 SH   SOLE 0 3,397,281 0
AFLAC INC COM 001055102 39,237 482,093 SH   SOLE 0 482,093 0
AG MTG INVT TR INC COM 001228105 253 13,171 SH   SOLE 0 13,171 0
AGCO CORP COM 001084102 17,343 235,096 SH   SOLE 0 235,096 0
AGILENT TECHNOLOGIES INC COM 00846U101 78 1,220 SH   SOLE 0 1,220 0
AGNC INVT CORP COM 00123Q104 27,783 1,281,533 SH   SOLE 0 1,281,533 0
AIR PRODS & CHEMS INC COM 009158106 3,915 25,891 SH   SOLE 0 25,891 0
AK STL HLDG CORP COM 001547108 1,201 214,963 SH   SOLE 0 214,963 0
ALCOA CORP COM 013872106 96,167 2,062,786 SH   SOLE 0 2,062,786 0
ALIGN TECHNOLOGY INC COM 016255101 179,313 962,655 SH   SOLE 0 962,655 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 66,700 1,777,252 SH   SOLE 0 1,777,252 0
ALLSTATE CORP COM 020002101 63,838 694,578 SH   SOLE 0 694,578 0
ALPHABET INC CAP STK CL A 02079K305 201,580 207,021 SH   SOLE 0 207,021 0
ALPHABET INC CAP STK CL C 02079K107 61,101 63,706 SH   SOLE 0 63,706 0
ALTRIA GROUP INC COM 02209S103 9,735 153,515 SH   SOLE 0 153,515 0
AMAZON COM INC COM 023135106 23,224 24,158 SH   SOLE 0 24,158 0
AMEREN CORP COM 023608102 30,659 530,068 SH   SOLE 0 530,068 0
AMERICAN EXPRESS CO COM 025816109 3,315 36,652 SH   SOLE 0 36,652 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,030 49,360 SH   SOLE 0 49,360 0
AMERICAN NATL INS CO COM 028591105 223 1,893 SH   SOLE 0 1,893 0
AMGEN INC COM 031162100 11,410 61,199 SH   SOLE 0 61,199 0
ANTERO RES CORP COM 03674X106 805 40,500 SH   SOLE 0 40,500 0
ANWORTH MORTGAGE ASSET CP COM 037347101 164 27,368 SH   SOLE 0 27,368 0
APACHE CORP COM 037411105 806 17,600 SH   SOLE 0 17,600 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 299 15,836 SH   SOLE 0 15,836 0
APPLE INC COM 037833100 112,318 728,774 SH   SOLE 0 728,774 0
APPLIED MATLS INC COM 038222105 228,575 4,388,087 SH   SOLE 0 4,388,087 0
APPLIED OPTOELECTRONICS INC COM 03823U102 0 41,478 SH   SOLE 0 41,478 0
ARCH COAL INC CL A 039380407 2,334 32,548 SH   SOLE 0 32,548 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 13,254 492,748 SH   SOLE 0 492,748 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 60 1,861 SH   SOLE 0 1,861 0
ASPEN TECHNOLOGY INC COM 045327103 31,294 498,233 SH   SOLE 0 498,233 0
AT&T INC COM 00206R102 3,851 98,318 SH   SOLE 0 98,318 0
ATHENE HLDG LTD CL A G0684D107 83,767 1,555,864 SH   SOLE 0 1,555,864 0
ATHERSYS INC COM 04744L106 0 130,797 SH   SOLE 0 130,797 0
AVALONBAY CMNTYS INC COM 053484101 89,939 504,090 SH   SOLE 0 504,090 0
AVERY DENNISON CORP COM 053611109 70,158 713,424 SH   SOLE 0 713,424 0
BAKER HUGHES A GE CO CL A 05722G100 38,183 1,042,687 SH   SOLE 0 1,042,687 0
BANK AMER CORP COM 060505104 2,343 92,469 SH   SOLE 0 92,469 0
BAXTER INTL INC COM 071813109 164,647 2,623,864 SH   SOLE 0 2,623,864 0
BEST BUY INC COM 086516101 55,719 978,213 SH   SOLE 0 978,213 0
BIG LOTS INC COM 089302103 60,100 1,121,899 SH   SOLE 0 1,121,899 0
BIO RAD LABS INC CL A 090572207 562 2,533 SH   SOLE 0 2,533 0
BIOGEN INC COM 09062X103 187,858 599,956 SH   SOLE 0 599,956 0
BIOVERATIV INC COM 09075E100 96,827 1,696,638 SH   SOLE 0 1,696,638 0
BLOCK H & R INC COM 093671105 3,816 144,139 SH   SOLE 0 144,139 0
BLUE BUFFALO PET PRODS INC COM 09531U102 5 192 SH   SOLE 0 192 0
BOEING CO COM 097023105 198,962 782,669 SH   SOLE 0 782,669 0
BRIGHTHOUSE FINL INC COM 10922N103 50,141 824,692 SH   SOLE 0 824,692 0
BRINKER INTL INC COM 109641100 482 15,156 SH   SOLE 0 15,156 0
BRIXMOR PPTY GROUP INC COM 11120U105 419 22,300 SH   SOLE 0 22,300 0
BRUNSWICK CORP COM 117043109 1,013 18,100 SH   SOLE 0 18,100 0
BURLINGTON STORES INC COM 122017106 36,989 387,492 SH   SOLE 0 387,492 0
CABOT CORP COM 127055101 5,770 103,414 SH   SOLE 0 103,414 0
CADENCE DESIGN SYSTEM INC COM 127387108 120,876 3,062,500 SH   SOLE 0 3,062,500 0
CARMAX INC COM 143130102 970 12,800 SH   SOLE 0 12,800 0
CARTER INC COM 146229109 38,463 389,504 SH   SOLE 0 389,504 0
CBRE GROUP INC CL A 12504L109 43,623 1,151,635 SH   SOLE 0 1,151,635 0
CBS CORP NEW CL B 124857202 2 46 SH   SOLE 0 46 0
CDK GLOBAL INC COM 12508E101 26,076 413,327 SH   SOLE 0 413,327 0
CELANESE CORP DEL COM SER A 150870103 82,414 790,397 SH   SOLE 0 790,397 0
CELGENE CORP COM 151020104 47,930 328,697 SH   SOLE 0 328,697 0
CENTENE CORP DEL COM 15135B101 861 8,900 SH   SOLE 0 8,900 0
CENTERPOINT ENERGY INC COM 15189T107 51,306 1,756,479 SH   SOLE 0 1,756,479 0
CENTURYLINK INC COM 156700106 1,571 83,151 SH   SOLE 0 83,151 0
CHEMED CORP NEW COM 16359R103 19,237 95,212 SH   SOLE 0 95,212 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 1,136 45,313 SH   SOLE 0 45,313 0
CHEVRON CORP NEW COM 166764100 4,875 41,496 SH   SOLE 0 41,496 0
CHICOS FAS INC COM 168615102 35 4,003 SH   SOLE 0 4,003 0
CHILDRENS PL INC COM 168905107 53,333 451,409 SH   SOLE 0 451,409 0
CHIMERA INVT CORP COM NEW 16934Q208 874 46,233 SH   SOLE 0 46,233 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 831 2,700 SH   SOLE 0 2,700 0
CIGNA CORPORATION COM 125509109 41,940 224,353 SH   SOLE 0 224,353 0
CIMAREX ENERGY CO COM 171798101 14 129 SH   SOLE 0 129 0
CIRRUS LOGIC INC COM 172755100 46,414 870,484 SH   SOLE 0 870,484 0
CISCO SYS INC COM 17275R102 6,945 206,528 SH   SOLE 0 206,528 0
CITIZENS FINL GROUP INC COM 174610105 6,208 163,941 SH   SOLE 0 163,941 0
CITRIX SYS INC COM 177376100 72,494 943,697 SH   SOLE 0 943,697 0
CNO FINL GROUP INC COM 12621E103 1,229 52,670 SH   SOLE 0 52,670 0
COEUR MNG INC COM NEW 192108504 10,199 1,109,860 SH   SOLE 0 1,109,860 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,010 20,662 SH   SOLE 0 20,662 0
COLGATE PALMOLIVE CO COM 194162103 46,080 632,533 SH   SOLE 0 632,533 0
COMERICA INC COM 200340107 35,346 463,496 SH   SOLE 0 463,496 0
COMMERCEHUB INC COM SER C 20084V306 1,261 59,073 SH   SOLE 0 59,073 0
COMMVAULT SYSTEMS INC COM 204166102 3,750 61,692 SH   SOLE 0 61,692 0
CONTINENTAL BLDG PRODS INC COM 211171103 17 668 SH   SOLE 0 668 0
COPART INC COM 217204106 31,400 913,599 SH   SOLE 0 913,599 0
CORCEPT THERAPEUTICS INC COM 218352102 6,221 322,382 SH   SOLE 0 322,382 0
CUMMINS INC COM 231021106 155,636 926,242 SH   SOLE 0 926,242 0
CYS INVTS INC COM 12673A108 805 93,257 SH   SOLE 0 93,257 0
DEAN FOODS CO NEW COM NEW 242370203 3 367 SH   SOLE 0 367 0
DEERE & CO COM 244199105 43,174 343,770 SH   SOLE 0 343,770 0
DELUXE CORP COM 248019101 10 149 SH   SOLE 0 149 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3 209 SH   SOLE 0 209 0
DISNEY WALT CO COM DISNEY 254687106 325 3,300 SH   SOLE 0 3,300 0
DOLBY LABORATORIES INC COM 25659T107 1,081 18,800 SH   SOLE 0 18,800 0
DOLLAR GEN CORP NEW COM 256677105 996 12,300 SH   SOLE 0 12,300 0
DOMINOS PIZZA INC COM 25754A201 94,831 477,622 SH   SOLE 0 477,622 0
DOMTAR CORP COM NEW 257559203 20 466 SH   SOLE 0 466 0
DONALDSON INC COM 257651109 10,249 223,106 SH   SOLE 0 223,106 0
DONNELLEY R R & SONS CO COM 257867200 872 84,685 SH   SOLE 0 84,685 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 361 4,081 SH   SOLE 0 4,081 0
DUKE ENERGY CORP NEW COM NEW 26441C204 323 3,853 SH   SOLE 0 3,853 0
E TRADE FINANCIAL CORP COM NEW 269246401 6 159 SH   SOLE 0 159 0
EAGLE PHARMACEUTICALS INC COM 269796108 23,028 386,132 SH   SOLE 0 386,132 0
EATON VANCE CORP COM NON VTG 278265103 25,176 509,947 SH   SOLE 0 509,947 0
ECOLAB INC COM 278865100 5,263 40,923 SH   SOLE 0 40,923 0
EDGEWELL PERS CARE CO COM 28035Q102 835 11,479 SH   SOLE 0 11,479 0
EDISON INTL COM 281020107 61,127 792,119 SH   SOLE 0 792,119 0
EDWARDS LIFESCIENCES CORP COM 28176E108 120,337 1,100,885 SH   SOLE 0 1,100,885 0
ELECTRONIC ARTS INC COM 285512109 69,626 589,759 SH   SOLE 0 589,759 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 0 16 SH   SOLE 0 16 0
ENERGY XXI GULF COAST INC COM 29276K101 389 37,680 SH   SOLE 0 37,680 0
ENNIS INC COM 293389102 130 6,645 SH   SOLE 0 6,645 0
EPR PPTYS COM SH BEN INT 26884U109 669 9,600 SH   SOLE 0 9,600 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 63,531 963,613 SH   SOLE 0 963,613 0
ESSENT GROUP LTD COM G3198U102 18,803 464,294 SH   SOLE 0 464,294 0
EVERCORE INC CLASS A 29977A105 29,699 370,085 SH   SOLE 0 370,085 0
EVERSOURCE ENERGY COM 30040W108 52,285 865,074 SH   SOLE 0 865,074 0
EXELIXIS INC COM 30161Q104 101,348 4,182,760 SH   SOLE 0 4,182,760 0
EXELON CORP COM 30161N101 524 13,917 SH   SOLE 0 13,917 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 25,795 407,380 SH   SOLE 0 407,380 0
EXXON MOBIL CORP COM 30231G102 42,866 522,886 SH   SOLE 0 522,886 0
F M C CORP COM NEW 302491303 894 10,015 SH   SOLE 0 10,015 0
F5 NETWORKS INC COM 315616102 168,991 1,401,720 SH   SOLE 0 1,401,720 0
FACEBOOK INC CL A 30303M102 37,215 217,798 SH   SOLE 0 217,798 0
FASTENAL CO COM 311900104 68,218 1,496,666 SH   SOLE 0 1,496,666 0
FCB FINL HLDGS INC CL A 30255G103 8 174 SH   SOLE 0 174 0
FINISAR CORP COM NEW 31787A507 0 119,636 SH   SOLE 0 119,636 0
FIRSTENERGY CORP COM 337932107 786 25,500 SH   SOLE 0 25,500 0
FLEETCOR TECHNOLOGIES INC COM 339041105 820 5,300 SH   SOLE 0 5,300 0
FOUR CORNERS PPTY TR INC COM 35086T109 5,421 217,542 SH   SOLE 0 217,542 0
GAMESTOP CORP NEW CL A 36467W109 861 41,683 SH   SOLE 0 41,683 0
GAP INC DEL COM 364760108 8,312 281,491 SH   SOLE 0 281,491 0
GARTNER INC COM 366651107 808 6,500 SH   SOLE 0 6,500 0
GENERAL ELECTRIC CO COM 369604103 1,629 67,399 SH   SOLE 0 67,399 0
GILEAD SCIENCES INC COM 375558103 42,495 524,508 SH   SOLE 0 524,508 0
GLOBAL PMTS INC COM 37940X102 798 8,400 SH   SOLE 0 8,400 0
GRACO INC COM 384109104 22,719 183,685 SH   SOLE 0 183,685 0
GREENHILL & CO INC COM 395259104 226 13,661 SH   SOLE 0 13,661 0
GROUPON INC COM 399473107 400 77,090 SH   SOLE 0 77,090 0
GRUBHUB INC COM 400110102 795 15,100 SH   SOLE 0 15,100 0
HALLIBURTON CO COM 406216101 266 5,782 SH   SOLE 0 5,782 0
HANCOCK HLDG CO COM 410120109 7 150 SH   SOLE 0 150 0
HARSCO CORP COM 415864107 26 1,260 SH   SOLE 0 1,260 0
HARTFORD FINL SVCS GROUP INC COM 416515104 31,242 563,646 SH   SOLE 0 563,646 0
HASBRO INC COM 418056107 8,771 89,808 SH   SOLE 0 89,808 0
HECLA MNG CO COM 422704106 9,308 1,854,211 SH   SOLE 0 1,854,211 0
HFF INC CL A 40418F108 549 13,890 SH   SOLE 0 13,890 0
HILL ROM HLDGS INC COM 431475102 939 12,700 SH   SOLE 0 12,700 0
HOLLYFRONTIER CORP COM 436106108 1,089 30,300 SH   SOLE 0 30,300 0
HP INC COM 40434L105 1,055 52,876 SH   SOLE 0 52,876 0
HUMANA INC COM 444859102 107,520 441,325 SH   SOLE 0 441,325 0
HUNTINGTON INGALLS INDS INC COM 446413106 455 2,012 SH   SOLE 0 2,012 0
IAC INTERACTIVECORP COM 44919P508 877 7,464 SH   SOLE 0 7,464 0
IDEXX LABS INC COM 45168D104 129,115 830,379 SH   SOLE 0 830,379 0
ILLINOIS TOOL WKS INC COM 452308109 179,935 1,216,111 SH   SOLE 0 1,216,111 0
INCYTE CORP COM 45337C102 108,605 930,319 SH   SOLE 0 930,319 0
INFRAREIT INC COM 45685L100 41 1,840 SH   SOLE 0 1,840 0
INGEVITY CORP COM 45688C107 328 5,265 SH   SOLE 0 5,265 0
INNOPHOS HOLDINGS INC COM 45774N108 109 2,234 SH   SOLE 0 2,234 0
INNOVIVA INC COM 45781M101 699 49,557 SH   SOLE 0 49,557 0
INSPERITY INC COM 45778Q107 13 150 SH   SOLE 0 150 0
INTEL CORP COM 458140100 1,325 34,803 SH   SOLE 0 34,803 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,003 6,918 SH   SOLE 0 6,918 0
INTL PAPER CO COM 460146103 471 8,300 SH   SOLE 0 8,300 0
INTUIT COM 461202103 160,202 1,127,074 SH   SOLE 0 1,127,074 0
INTUITIVE SURGICAL INC COM NEW 46120E602 59,445 56,838 SH   SOLE 0 56,838 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 1,910 111,533 SH   SOLE 0 111,533 0
IROBOT CORP COM 462726100 25,758 334,266 SH   SOLE 0 334,266 0
ISHARES TR GLOBAL ENERG ETF 464287341 479 14,114 SH   SOLE 0 14,114 0
JAGGED PEAK ENERGY INC COM 47009K107 6 496 SH   SOLE 0 496 0
JOHNSON & JOHNSON COM 478160104 26,575 204,414 SH   SOLE 0 204,414 0
JPMORGAN CHASE & CO COM 46625H100 19,382 202,934 SH   SOLE 0 202,934 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 4,777 46,316 SH   SOLE 0 46,316 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 666 16,000 SH   SOLE 0 16,000 0
KIMBALL INTL INC CL B 494274103 1,566 79,246 SH   SOLE 0 79,246 0
KIMBERLY CLARK CORP COM 494368103 230 1,957 SH   SOLE 0 1,957 0
KLA-TENCOR CORP COM 482480100 25,954 244,856 SH   SOLE 0 244,856 0
KOHLS CORP COM 500255104 1,037 22,719 SH   SOLE 0 22,719 0
KROGER CO COM 501044101 10,209 508,959 SH   SOLE 0 508,959 0
L BRANDS INC COM 501797104 1,196 28,745 SH   SOLE 0 28,745 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 800 5,300 SH   SOLE 0 5,300 0
LAM RESEARCH CORP COM 512807108 167,882 907,278 SH   SOLE 0 907,278 0
LANCASTER COLONY CORP COM 513847103 6 52 SH   SOLE 0 52 0
LANDSTAR SYS INC COM 515098101 14,959 150,124 SH   SOLE 0 150,124 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 466 16,080 SH   SOLE 0 16,080 0
LEAR CORP COM NEW 521865204 68,694 396,893 SH   SOLE 0 396,893 0
LENNAR CORP CL A 526057104 712 13,500 SH   SOLE 0 13,500 0
LENNOX INTL INC COM 526107107 49,417 276,122 SH   SOLE 0 276,122 0
LINCOLN ELEC HLDGS INC COM 533900106 27,627 301,350 SH   SOLE 0 301,350 0
LINCOLN NATL CORP IND COM 534187109 96,424 1,312,250 SH   SOLE 0 1,312,250 0
LOWES COS INC COM 548661107 5 70 SH   SOLE 0 70 0
LPL FINL HLDGS INC COM 50212V100 4,788 92,852 SH   SOLE 0 92,852 0
MADDEN STEVEN LTD COM 556269108 13,399 309,456 SH   SOLE 0 309,456 0
MARATHON OIL CORP COM 565849106 1,075 79,300 SH   SOLE 0 79,300 0
MARKETAXESS HLDGS INC COM 57060D108 7,616 41,279 SH   SOLE 0 41,279 0
MARRIOTT INTL INC NEW CL A 571903202 7,604 68,970 SH   SOLE 0 68,970 0
MARSH & MCLENNAN COS INC COM 571748102 10,886 129,900 SH   SOLE 0 129,900 0
MASCO CORP COM 574599106 14,956 383,393 SH   SOLE 0 383,393 0
MASIMO CORP COM 574795100 69,982 808,488 SH   SOLE 0 808,488 0
MCDONALDS CORP COM 580135101 6,730 42,959 SH   SOLE 0 42,959 0
MDU RES GROUP INC COM 552690109 8,489 327,155 SH   SOLE 0 327,155 0
MEDIFAST INC COM 58470H101 987 16,625 SH   SOLE 0 16,625 0
MERCK & CO INC COM 58933Y105 70 1,108 SH   SOLE 0 1,108 0
MERCURY GENL CORP NEW COM 589400100 219 3,875 SH   SOLE 0 3,875 0
MEREDITH CORP COM 589433101 5 107 SH   SOLE 0 107 0
MERITOR INC COM 59001K100 27,077 1,041,039 SH   SOLE 0 1,041,039 0
METLIFE INC COM 59156R108 184 3,553 SH   SOLE 0 3,553 0
METTLER TOLEDO INTERNATIONAL COM 592688105 55,310 88,333 SH   SOLE 0 88,333 0
MFA FINL INC COM 55272X102 761 86,885 SH   SOLE 0 86,885 0
MICHAELS COS INC COM 59408Q106 2,740 127,642 SH   SOLE 0 127,642 0
MICROSOFT CORP COM 594918104 49,564 665,387 SH   SOLE 0 665,387 0
MILLER HERMAN INC COM 600544100 7,007 195,182 SH   SOLE 0 195,182 0
MIMEDX GROUP INC COM 602496101 2,149 180,974 SH   SOLE 0 180,974 0
MOELIS & CO CL A 60786M105 970 22,536 SH   SOLE 0 22,536 0
MONSANTO CO NEW COM 61166W101 8,344 69,638 SH   SOLE 0 69,638 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 8,578 101,083 SH   SOLE 0 101,083 0
MSC INDL DIRECT INC CL A 553530106 13,852 183,310 SH   SOLE 0 183,310 0
MSG NETWORK INC CL A 553573106 14,277 673,448 SH   SOLE 0 673,448 0
MTGE INVT CORP COM 55378A105 2,257 116,358 SH   SOLE 0 116,358 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 1,279 3,665 SH   SOLE 0 3,665 0
NETAPP INC COM 64110D104 746 17,063 SH   SOLE 0 17,063 0
NEWMARKET CORP COM 651587107 21,481 50,456 SH   SOLE 0 50,456 0
NEWMONT MINING CORP COM 651639106 6,751 180,000 SH   SOLE 0 180,000 0
NIKE INC CL B 654106103 7,968 153,677 SH   SOLE 0 153,677 0
NISOURCE INC COM 65473P105 2,215 86,577 SH   SOLE 0 86,577 0
NORDSTROM INC COM 655664100 9 200 SH   SOLE 0 200 0
NORTHROP GRUMMAN CORP COM 666807102 18 63 SH   SOLE 0 63 0
NRG ENERGY INC COM NEW 629377508 39,481 1,542,830 SH   SOLE 0 1,542,830 0
NU SKIN ENTERPRISES INC CL A 67018T105 30,951 503,447 SH   SOLE 0 503,447 0
NUTRI SYS INC NEW COM 67069D108 17,233 308,283 SH   SOLE 0 308,283 0
NVIDIA CORP COM 67066G104 107,372 600,617 SH   SOLE 0 600,617 0
NVR INC COM 62944T105 103,236 36,160 SH   SOLE 0 36,160 0
OGE ENERGY CORP COM 670837103 261 7,251 SH   SOLE 0 7,251 0
ORACLE CORP COM 68389X105 4,375 90,499 SH   SOLE 0 90,499 0
ORMAT TECHNOLOGIES INC COM 686688102 3,523 57,716 SH   SOLE 0 57,716 0
ORTHOFIX INTL N V COM N6748L102 92 1,963 SH   SOLE 0 1,963 0
OSHKOSH CORP COM 688239201 22,803 276,275 SH   SOLE 0 276,275 0
OTTER TAIL CORP COM 689648103 270 6,240 SH   SOLE 0 6,240 0
OWENS & MINOR INC NEW COM 690732102 899 30,805 SH   SOLE 0 30,805 0
PACWEST BANCORP DEL COM 695263103 450 8,928 SH   SOLE 0 8,928 0
PARK HOTELS RESORTS INC COM 700517105 60 2,186 SH   SOLE 0 2,186 0
PEPSICO INC COM 713448108 9,640 86,512 SH   SOLE 0 86,512 0
PETMED EXPRESS INC COM 716382106 9,900 298,643 SH   SOLE 0 298,643 0
PFIZER INC COM 717081103 520 14,579 SH   SOLE 0 14,579 0
PHILIP MORRIS INTL INC COM 718172109 1,543 13,900 SH   SOLE 0 13,900 0
PIER 1 IMPORTS INC COM 720279108 746 178,160 SH   SOLE 0 178,160 0
PINNACLE FOODS INC DEL COM 72348P104 891 15,600 SH   SOLE 0 15,600 0
PIONEER NAT RES CO COM 723787107 368 2,500 SH   SOLE 0 2,500 0
PJT PARTNERS INC COM CL A 69343T107 632 16,509 SH   SOLE 0 16,509 0
PNC FINL SVCS GROUP INC COM 693475105 3,835 28,457 SH   SOLE 0 28,457 0
PPG INDS INC COM 693506107 63,331 582,838 SH   SOLE 0 582,838 0
PRA HEALTH SCIENCES INC COM 69354M108 7,025 92,239 SH   SOLE 0 92,239 0
PRAXAIR INC COM 74005P104 5,390 38,573 SH   SOLE 0 38,573 0
PRICELINE GRP INC COM NEW 741503403 174,056 95,070 SH   SOLE 0 95,070 0
PRIMERICA INC COM 74164M108 9,966 122,217 SH   SOLE 0 122,217 0
PRINCIPAL FINL GROUP INC COM 74251V102 75,959 1,180,596 SH   SOLE 0 1,180,596 0
PROCTER AND GAMBLE CO COM 742718109 1,508 16,579 SH   SOLE 0 16,579 0
PRUDENTIAL FINL INC COM 744320102 1,183 11,135 SH   SOLE 0 11,135 0
QUAD / GRAPHICS INC COM CL A 747301109 318 14,072 SH   SOLE 0 14,072 0
QUALITY CARE PPTYS INC COM 747545101 879 56,731 SH   SOLE 0 56,731 0
QUANTA SVCS INC COM 74762E102 844 22,600 SH   SOLE 0 22,600 0
REALOGY HLDGS CORP COM 75605Y106 24,875 754,944 SH   SOLE 0 754,944 0
RED HAT INC COM 756577102 43,035 388,201 SH   SOLE 0 388,201 0
REDWOOD TR INC COM 758075402 16 983 SH   SOLE 0 983 0
REGENERON PHARMACEUTICALS COM 75886F107 145,472 325,355 SH   SOLE 0 325,355 0
REGIONS FINL CORP NEW COM 7591EP100 145,268 9,538,317 SH   SOLE 0 9,538,317 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 120 9,926 SH   SOLE 0 9,926 0
REX AMERICAN RESOURCES CORP COM 761624105 2,058 21,934 SH   SOLE 0 21,934 0
RLJ LODGING TR COM 74965L101 208 9,461 SH   SOLE 0 9,461 0
RMR GROUP INC CL A 74967R106 1,656 32,264 SH   SOLE 0 32,264 0
ROBERT HALF INTL INC COM 770323103 17,475 347,155 SH   SOLE 0 347,155 0
ROCKWELL AUTOMATION INC COM 773903109 23,461 131,649 SH   SOLE 0 131,649 0
ROLLINS INC COM 775711104 309 6,700 SH   SOLE 0 6,700 0
ROSS STORES INC COM 778296103 181,408 2,809,490 SH   SOLE 0 2,809,490 0
RPM INTL INC COM 749685103 138 2,700 SH   SOLE 0 2,700 0
RUDOLPH TECHNOLOGIES INC COM 781270103 3,110 118,255 SH   SOLE 0 118,255 0
S&P GLOBAL INC COM 78409V104 3,679 23,541 SH   SOLE 0 23,541 0
SAFETY INS GROUP INC COM 78648T100 1,692 22,176 SH   SOLE 0 22,176 0
SCANA CORP NEW COM 80589M102 586 12,100 SH   SOLE 0 12,100 0
SCHNITZER STL INDS CL A 806882106 35 1,267 SH   SOLE 0 1,267 0
SEI INVESTMENTS CO COM 784117103 1,685 27,611 SH   SOLE 0 27,611 0
SELECT COMFORT CORP COM 81616X103 4,239 136,549 SH   SOLE 0 136,549 0
SEMTECH CORP COM 816850101 4,037 107,519 SH   SOLE 0 107,519 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 394 5,135 SH   SOLE 0 5,135 0
SHUTTERFLY INC COM 82568P304 28,069 578,988 SH   SOLE 0 578,988 0
SIRIUS XM HLDGS INC COM 82968B103 8 1,625 SH   SOLE 0 1,625 0
SJW GROUP COM 784305104 83 1,479 SH   SOLE 0 1,479 0
SKYWORKS SOLUTIONS INC COM 83088M102 170,262 1,670,875 SH   SOLE 0 1,670,875 0
SNAP ON INC COM 833034101 10,143 68,071 SH   SOLE 0 68,071 0
SOUTHWEST AIRLS CO COM 844741108 11 198 SH   SOLE 0 198 0
SPROUTS FMRS MKT INC COM 85208M102 40,505 2,157,993 SH   SOLE 0 2,157,993 0
STATE STR CORP COM 857477103 47,170 493,726 SH   SOLE 0 493,726 0
STRYKER CORP COM 863667101 7,483 52,692 SH   SOLE 0 52,692 0
TAILORED BRANDS INC COM 87403A107 1,048 72,589 SH   SOLE 0 72,589 0
TARGET CORP COM 87612E106 1,188 20,149 SH   SOLE 0 20,149 0
TERADYNE INC COM 880770102 839 22,500 SH   SOLE 0 22,500 0
TEREX CORP NEW COM 880779103 10,507 233,391 SH   SOLE 0 233,391 0
TEXAS INSTRS INC COM 882508104 191,795 2,139,621 SH   SOLE 0 2,139,621 0
TIFFANY & CO NEW COM 886547108 669 7,300 SH   SOLE 0 7,300 0
TORO CO COM 891092108 60,216 970,296 SH   SOLE 0 970,296 0
TRAVELERS COMPANIES INC COM 89417E109 52,734 430,416 SH   SOLE 0 430,416 0
TREX CO INC COM 89531P105 9,577 106,338 SH   SOLE 0 106,338 0
TUPPERWARE BRANDS CORP COM 899896104 902 14,594 SH   SOLE 0 14,594 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,005 38,976 SH   SOLE 0 38,976 0
TWO HBRS INVT CORP COM 90187B101 60 5,993 SH   SOLE 0 5,993 0
TYSON FOODS INC CL A 902494103 63 900 SH   SOLE 0 900 0
UGI CORP NEW COM 902681105 17,560 374,738 SH   SOLE 0 374,738 0
ULTA BEAUTY INC COM 90384S303 119,358 527,993 SH   SOLE 0 527,993 0
UNDER ARMOUR INC CL A 904311107 692 42,000 SH   SOLE 0 42,000 0
UNION PAC CORP COM 907818108 5,682 49,002 SH   SOLE 0 49,002 0
UNITED RENTALS INC COM 911363109 9,898 71,343 SH   SOLE 0 71,343 0
UNITED TECHNOLOGIES CORP COM 913017109 8,920 76,844 SH   SOLE 0 76,844 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 113,773 970,846 SH   SOLE 0 970,846 0
UNIVERSAL INS HLDGS INC COM 91359V107 1,434 62,373 SH   SOLE 0 62,373 0
USANA HEALTH SCIENCES INC COM 90328M107 13,799 239,151 SH   SOLE 0 239,151 0
V F CORP COM 918204108 15,847 249,289 SH   SOLE 0 249,289 0
VALERO ENERGY CORP NEW COM 91913Y100 423 5,511 SH   SOLE 0 5,511 0
VALLEY NATL BANCORP COM 919794107 99 8,243 SH   SOLE 0 8,243 0
VARIAN MED SYS INC COM 92220P105 81,347 812,983 SH   SOLE 0 812,983 0
VECTREN CORP COM 92240G101 927 14,100 SH   SOLE 0 14,100 0
VERISIGN INC COM 92343E102 25,294 237,755 SH   SOLE 0 237,755 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,292 248,380 SH   SOLE 0 248,380 0
VERTEX PHARMACEUTICALS INC COM 92532F100 182,756 1,202,030 SH   SOLE 0 1,202,030 0
VISA INC COM CL A 92826C839 7,895 75,023 SH   SOLE 0 75,023 0
VISTEON CORP COM NEW 92839U206 21,240 171,611 SH   SOLE 0 171,611 0
VMWARE INC CL A COM 928563402 186,546 1,708,462 SH   SOLE 0 1,708,462 0
VOYA FINL INC COM 929089100 47,936 1,201,705 SH   SOLE 0 1,201,705 0
WABASH NATL CORP COM 929566107 24,679 1,081,472 SH   SOLE 0 1,081,472 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,668 86,362 SH   SOLE 0 86,362 0
WALKER & DUNLOP INC COM 93148P102 238 4,563 SH   SOLE 0 4,563 0
WAL-MART STORES INC COM 931142103 160,874 2,058,798 SH   SOLE 0 2,058,798 0
WAYFAIR INC CL A 94419L101 930 13,800 SH   SOLE 0 13,800 0
WELLCARE HEALTH PLANS INC COM 94946T106 21,435 124,811 SH   SOLE 0 124,811 0
WELLS FARGO CO NEW COM 949746101 2,754 49,953 SH   SOLE 0 49,953 0
WESTERN UN CO COM 959802109 426 22,200 SH   SOLE 0 22,200 0
WESTROCK CO COM 96145D105 130 2,300 SH   SOLE 0 2,300 0
WHITE MTNS INS GROUP LTD COM G9618E107 5,198 6,066 SH   SOLE 0 6,066 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 316 23,786 SH   SOLE 0 23,786 0
WILLIAMS SONOMA INC COM 969904101 422 8,467 SH   SOLE 0 8,467 0
WINMARK CORP COM 974250102 114 866 SH   SOLE 0 866 0
WORKIVA INC COM CL A 98139A105 106 5,131 SH   SOLE 0 5,131 0
WORTHINGTON INDS INC COM 981811102 1,195 25,981 SH   SOLE 0 25,981 0
XENIA HOTELS & RESORTS INC COM 984017103 276 13,132 SH   SOLE 0 13,132 0
YUM BRANDS INC COM 988498101 883 12,000 SH   SOLE 0 12,000 0