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
1ST SOURCE CORP COM 336901103 1,635 53,382 SH   SOLE   53,382 0 0
3M CO COM 88579Y101 5,634 39,331 SH   SOLE   39,331 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,445 17,876 SH   SOLE   17,876 0 0
ACE LTD SHS H0023R105 1,036 9,988 SH   SOLE   9,988 0 0
ACTAVIS PLC SHS G0083B108 4,617 20,698 SH   SOLE   20,698 0 0
ACUITY BRANDS INC COM 00508Y102 5,325 38,519 SH   SOLE   38,519 0 0
AFLAC INC COM 001055102 4,269 68,573 SH   SOLE   68,573 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,548 16,310 SH   SOLE   16,310 0 0
ALTRIA GROUP INC COM 02209S103 5,055 120,521 SH   SOLE   120,521 0 0
AMERESCO INC CL A 02361E108 1,612 229,288 SH   SOLE   229,288 0 0
AMERICAN ELEC PWR INC COM 025537101 1,636 29,334 SH   SOLE   29,334 0 0
AMERICAN EXPRESS CO COM 025816109 1,458 15,371 SH   SOLE   15,371 0 0
AMERICAN RAILCAR INDS INC COM 02916P103 5,833 86,065 SH   SOLE   86,065 0 0
AMERICAN TOWER CORP NEW COM 03027X100 778 8,641 SH   SOLE   8,641 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,911 67,589 SH   SOLE   67,589 0 0
AMGEN INC COM 031162100 4,481 37,852 SH   SOLE   37,852 0 0
AMPHENOL CORP NEW CL A 032095101 1,208 12,540 SH   SOLE   12,540 0 0
AON PLC SHS CL A G0408V102 1,082 12,010 SH   SOLE   12,010 0 0
APPLE INC COM 037833100 20,508 220,682 SH   SOLE   220,682 0 0
ARGAN INC COM 04010E109 644 17,275 SH   SOLE   17,275 0 0
ASTORIA FINL CORP COM 046265104 3,488 259,312 SH   SOLE   259,312 0 0
AT&T INC COM 00206R102 8,151 230,523 SH   SOLE   230,523 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,034 76,106 SH   SOLE   76,106 0 0
AVG TECHNOLOGIES N V SHS N07831105 3,206 159,286 SH   SOLE   159,286 0 0
AZZ INC COM 002474104 4,139 89,825 SH   SOLE   89,825 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 4,238 130,561 SH   SOLE   130,561 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,188 31,706 SH   SOLE   31,706 0 0
BANK OF THE OZARKS INC COM 063904106 2,330 69,652 SH   SOLE   69,652 0 0
BAXTER INTL INC COM 071813109 1,245 17,220 SH   SOLE   17,220 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,800 14,225 SH   SOLE   14,225 0 0
BIOGEN IDEC INC COM 09062X103 4,255 13,496 SH   SOLE   13,496 0 0
BLACKROCK INC COM 09247X101 1,243 3,889 SH   SOLE   3,889 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,359 144,993 SH   SOLE   144,993 0 0
BRYN MAWR BK CORP COM 117665109 433 14,862 SH   SOLE   14,862 0 0
BUNGE LIMITED COM G16962105 2,768 36,592 SH   SOLE   36,592 0 0
CAMPBELL SOUP CO COM 134429109 4,779 104,312 SH   SOLE   104,312 0 0
CAPITAL ONE FINL CORP COM 14040H105 989 11,971 SH   SOLE   11,971 0 0
CARDINAL HEALTH INC COM 14149Y108 1,336 19,484 SH   SOLE   19,484 0 0
CARNIVAL CORP PAIRED CTF 143658300 1,121 29,782 SH   SOLE   29,782 0 0
CECO ENVIRONMENTAL CORP COM 125141101 2,541 163,020 SH   SOLE   163,020 0 0
CELGENE CORP COM 151020104 779 9,070 SH   SOLE   9,070 0 0
CHEMICAL FINL CORP COM 163731102 220 7,852 SH   SOLE   7,852 0 0
CHEVRON CORP NEW COM 166764100 11,021 84,422 SH   SOLE   84,422 0 0
CIGNA CORPORATION COM 125509109 1,821 19,804 SH   SOLE   19,804 0 0
CISCO SYS INC COM 17275R102 3,400 136,816 SH   SOLE   136,816 0 0
CITIGROUP INC COM NEW 172967424 1,796 38,126 SH   SOLE   38,126 0 0
CITY HLDG CO COM 177835105 1,087 24,099 SH   SOLE   24,099 0 0
COCA COLA CO COM 191216100 6,694 158,025 SH   SOLE   158,025 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,207 24,688 SH   SOLE   24,688 0 0
COLGATE PALMOLIVE CO COM 194162103 3,547 52,031 SH   SOLE   52,031 0 0
COLUMBIA BKG SYS INC COM 197236102 1,290 49,048 SH   SOLE   49,048 0 0
COMFORT SYS USA INC COM 199908104 451 28,523 SH   SOLE   28,523 0 0
COMMUNITY BK SYS INC COM 203607106 1,249 34,506 SH   SOLE   34,506 0 0
CONAGRA FOODS INC COM 205887102 1,271 42,832 SH   SOLE   42,832 0 0
CONOCOPHILLIPS COM 20825C104 7,528 87,816 SH   SOLE   87,816 0 0
CONSOLIDATED EDISON INC COM 209115104 1,274 22,070 SH   SOLE   22,070 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,449 38,636 SH   SOLE   38,636 0 0
COVANTA HLDG CORP COM 22282E102 5,698 276,458 SH   SOLE   276,458 0 0
CUMMINS INC COM 231021106 2,744 17,783 SH   SOLE   17,783 0 0
CVS CAREMARK CORPORATION COM 126650100 5,632 74,725 SH   SOLE   74,725 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,367 18,908 SH   SOLE   18,908 0 0
DEERE & CO COM 244199105 1,163 12,839 SH   SOLE   12,839 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 1,773 25,798 SH   SOLE   25,798 0 0
DENBURY RES INC COM NEW 247916208 3,013 163,235 SH   SOLE   163,235 0 0
DISCOVER FINL SVCS COM 254709108 1,066 17,207 SH   SOLE   17,207 0 0
DOMINION RES INC VA NEW COM 25746U109 4,827 67,498 SH   SOLE   67,498 0 0
DOUGLAS DYNAMICS INC COM 25960R105 546 30,976 SH   SOLE   30,976 0 0
DTE ENERGY CO COM 233331107 5,328 68,419 SH   SOLE   68,419 0 0
DYCOM INDS INC COM 267475101 640 20,448 SH   SOLE   20,448 0 0
E M C CORP MASS COM 268648102 1,176 44,644 SH   SOLE   44,644 0 0
EASTMAN CHEM CO COM 277432100 3,580 40,982 SH   SOLE   40,982 0 0
EBAY INC COM 278642103 1,238 24,733 SH   SOLE   24,733 0 0
ECOLAB INC COM 278865100 3,625 32,560 SH   SOLE   32,560 0 0
EHEALTH INC COM 28238P109 2,100 55,315 SH   SOLE   55,315 0 0
EMCOR GROUP INC COM 29084Q100 4,965 111,498 SH   SOLE   111,498 0 0
ENCORE WIRE CORP COM 292562105 830 16,915 SH   SOLE   16,915 0 0
EOG RES INC COM 26875P101 1,699 14,540 SH   SOLE   14,540 0 0
EXXON MOBIL CORP COM 30231G102 14,514 144,158 SH   SOLE   144,158 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,281 23,398 SH   SOLE   23,398 0 0
FIRST CASH FINL SVCS INC COM 31942D107 3,008 52,236 SH   SOLE   52,236 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 457 49,563 SH   SOLE   49,563 0 0
FIRST FINL BANCORP OH COM 320209109 1,070 62,146 SH   SOLE   62,146 0 0
FIRST FINL BANKSHARES COM 32020R109 1,776 56,618 SH   SOLE   56,618 0 0
FIRST FINL CORP IND COM 320218100 359 11,162 SH   SOLE   11,162 0 0
FIRST MERCHANTS CORP COM 320817109 493 23,326 SH   SOLE   23,326 0 0
FISERV INC COM 337738108 5,395 89,432 SH   SOLE   89,432 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 5,486 318,228 SH   SOLE   318,228 0 0
FOSTER L B CO COM 350060109 369 6,820 SH   SOLE   6,820 0 0
FRANKS INTL N V COM N33462107 2,050 83,326 SH   SOLE   83,326 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 5,560 152,341 SH   SOLE   152,341 0 0
FREIGHTCAR AMER INC COM 357023100 4,997 199,567 SH   SOLE   199,567 0 0
FXCM INC COM CL A 302693106 3,622 242,145 SH   SOLE   242,145 0 0
GANNETT INC COM 364730101 4,467 142,656 SH   SOLE   142,656 0 0
GENERAC HLDGS INC COM 368736104 4,233 86,852 SH   SOLE   86,852 0 0
GENERAL ELECTRIC CO COM 369604103 9,805 373,082 SH   SOLE   373,082 0 0
GENERAL MLS INC COM 370334104 3,272 62,276 SH   SOLE   62,276 0 0
GENERAL MTRS CO COM 37045V100 5,729 157,810 SH   SOLE   157,810 0 0
GERMAN AMERN BANCORP INC COM 373865104 411 15,191 SH   SOLE   15,191 0 0
GILEAD SCIENCES INC COM 375558103 4,091 49,346 SH   SOLE   49,346 0 0
GLACIER BANCORP INC NEW COM 37637Q105 4,485 158,049 SH   SOLE   158,049 0 0
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 4,223 249,881 SH   SOLE   249,881 0 0
GLOBAL POWER EQUIPMENT GRP I COM PAR $0.01 37941P306 373 23,110 SH   SOLE   23,110 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 679 4,057 SH   SOLE   4,057 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,304 118,948 SH   SOLE   118,948 0 0
GOOGLE INC CL A 38259P508 5,868 10,036 SH   SOLE   10,036 0 0
GOOGLE INC CL C 38259P706 5,774 10,036 SH   SOLE   10,036 0 0
GRANITE CONSTR INC COM 387328107 2,717 75,520 SH   SOLE   75,520 0 0
GREENBRIER COS INC COM 393657101 1,641 28,496 SH   SOLE   28,496 0 0
GREENHILL & CO INC COM 395259104 2,166 43,980 SH   SOLE   43,980 0 0
HALLIBURTON CO COM 406216101 6,022 84,798 SH   SOLE   84,798 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,325 92,840 SH   SOLE   92,840 0 0
HEALTHCARE TR AMER INC CL A 42225P105 3,254 270,301 SH   SOLE   270,301 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 426 21,693 SH   SOLE   21,693 0 0
HERSHEY CO COM 427866108 4,312 44,287 SH   SOLE   44,287 0 0
HESS CORP COM 42809H107 515 5,204 SH   SOLE   5,204 0 0
HONEYWELL INTL INC COM 438516106 1,591 17,116 SH   SOLE   17,116 0 0
HUBBELL INC CL B 443510201 4,781 38,822 SH   SOLE   38,822 0 0
ICON PLC SHS G4705A100 4,092 86,854 SH   SOLE   86,854 0 0
INGERSOLL-RAND PLC SHS G47791101 4,586 73,367 SH   SOLE   73,367 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,421 35,422 SH   SOLE   35,422 0 0
INTL PAPER CO COM 460146103 4,869 96,472 SH   SOLE   96,472 0 0
INTUIT COM 461202103 5,324 66,109 SH   SOLE   66,109 0 0
INVESCO LTD SHS G491BT108 1,175 31,139 SH   SOLE   31,139 0 0
JOHNSON & JOHNSON COM 478160104 7,575 72,408 SH   SOLE   72,408 0 0
JOHNSON CTLS INC COM 478366107 5,335 106,841 SH   SOLE   106,841 0 0
JPMORGAN CHASE & CO COM 46625H100 6,142 106,594 SH   SOLE   106,594 0 0
KELLOGG CO COM 487836108 1,593 24,240 SH   SOLE   24,240 0 0
KIMBERLY CLARK CORP COM 494368103 4,568 41,074 SH   SOLE   41,074 0 0
KINDER MORGAN INC DEL COM 49456B101 5,057 139,471 SH   SOLE   139,471 0 0
KLA-TENCOR CORP COM 482480100 5,994 82,515 SH   SOLE   82,515 0 0
KRAFT FOODS GROUP INC COM 50076Q106 599 9,999 SH   SOLE   9,999 0 0
KROGER CO COM 501044101 3,453 69,857 SH   SOLE   69,857 0 0
LAKELAND FINL CORP COM 511656100 511 13,404 SH   SOLE   13,404 0 0
LAYNE CHRISTENSEN CO COM 521050104 195 14,656 SH   SOLE   14,656 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 971 7,105 SH   SOLE   7,105 0 0
LILLY ELI & CO COM 532457108 1,879 30,225 SH   SOLE   30,225 0 0
LINCOLN NATL CORP IND COM 534187109 3,307 64,295 SH   SOLE   64,295 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,863 70,280 SH   SOLE   70,280 0 0
MARATHON OIL CORP COM 565849106 819 20,504 SH   SOLE   20,504 0 0
MARATHON PETE CORP COM 56585A102 2,372 30,383 SH   SOLE   30,383 0 0
MARKET VECTORS ETF TR HG YLD MUN ETF 57060U878 39,023 1,293,859 SH   SOLE   1,293,859 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,689 26,352 SH   SOLE   26,352 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,174 22,662 SH   SOLE   22,662 0 0
MASTEC INC COM 576323109 2,412 78,273 SH   SOLE   78,273 0 0
MASTERCARD INC CL A 57636Q104 2,261 30,780 SH   SOLE   30,780 0 0
MATTEL INC COM 577081102 1,004 25,762 SH   SOLE   25,762 0 0
MB FINANCIAL INC NEW COM 55264U108 484 17,900 SH   SOLE   17,900 0 0
MCKESSON CORP COM 58155Q103 5,801 31,151 SH   SOLE   31,151 0 0
MEDTRONIC INC COM 585055106 6,134 96,201 SH   SOLE   96,201 0 0
METLIFE INC COM 59156R108 3,002 54,037 SH   SOLE   54,037 0 0
MICRON TECHNOLOGY INC COM 595112103 3,134 95,115 SH   SOLE   95,115 0 0
MICROSOFT CORP COM 594918104 13,392 321,144 SH   SOLE   321,144 0 0
MONSANTO CO NEW COM 61166W101 2,310 18,515 SH   SOLE   18,515 0 0
MORGAN STANLEY COM NEW 617446448 515 15,929 SH   SOLE   15,929 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,743 26,182 SH   SOLE   26,182 0 0
MUELLER INDS INC COM 624756102 3,745 127,342 SH   SOLE   127,342 0 0
MUELLER WTR PRODS INC COM SER A 624758108 3,233 374,231 SH   SOLE   374,231 0 0
MYLAN INC COM 628530107 2,452 47,552 SH   SOLE   47,552 0 0
MYR GROUP INC DEL COM 55405W104 385 15,193 SH   SOLE   15,193 0 0
NATIONAL OILWELL VARCO INC COM 637071101 6,239 75,764 SH   SOLE   75,764 0 0
NEWELL RUBBERMAID INC COM 651229106 5,505 177,644 SH   SOLE   177,644 0 0
NEXTERA ENERGY INC COM 65339F101 6,256 61,049 SH   SOLE   61,049 0 0
NOBLE ENERGY INC COM 655044105 1,224 15,808 SH   SOLE   15,808 0 0
NORDSTROM INC COM 655664100 1,372 20,201 SH   SOLE   20,201 0 0
NORTHEAST UTILS COM 664397106 4,781 101,139 SH   SOLE   101,139 0 0
NORTHWEST BANCSHARES INC MD COM 667340103 1,592 117,336 SH   SOLE   117,336 0 0
NORTHWEST PIPE CO COM 667746101 617 15,289 SH   SOLE   15,289 0 0
NOW INC COM 67011P100 401 11,073 SH   SOLE   11,073 0 0
OCEAN RIG UDW INC SHS Y64354205 2,816 148,736 SH   SOLE   148,736 0 0
OMNICOM GROUP INC COM 681919106 4,468 62,733 SH   SOLE   62,733 0 0
ORACLE CORP COM 68389X105 8,403 207,320 SH   SOLE   207,320 0 0
ORION MARINE GROUP INC COM 68628V308 460 42,450 SH   SOLE   42,450 0 0
ORITANI FINL CORP DEL COM 68633D103 3,056 198,542 SH   SOLE   198,542 0 0
OSHKOSH CORP COM 688239201 535 9,635 SH   SOLE   9,635 0 0
OWENS ILL INC COM NEW 690768403 5,298 152,943 SH   SOLE   152,943 0 0
PACWEST BANCORP DEL COM 695263103 2,019 46,763 SH   SOLE   46,763 0 0
PAYCHEX INC COM 704326107 4,894 117,761 SH   SOLE   117,761 0 0
PEOPLES BANCORP INC COM 709789101 415 15,676 SH   SOLE   15,676 0 0
PEPSICO INC COM 713448108 6,472 72,444 SH   SOLE   72,444 0 0
PFIZER INC COM 717081103 9,900 333,566 SH   SOLE   333,566 0 0
PHILIP MORRIS INTL INC COM 718172109 4,605 54,614 SH   SOLE   54,614 0 0
PIKE CORP COM 721283109 288 32,096 SH   SOLE   32,096 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,246 13,987 SH   SOLE   13,987 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 2,127 29,557 SH   SOLE   29,557 0 0
POWERSECURE INTL INC COM 73936N105 1,013 103,988 SH   SOLE   103,988 0 0
PRECISION CASTPARTS CORP COM 740189105 1,235 4,894 SH   SOLE   4,894 0 0
PRIMORIS SVCS CORP COM 74164F103 1,592 55,205 SH   SOLE   55,205 0 0
PRIVATEBANCORP INC COM 742962103 638 21,955 SH   SOLE   21,955 0 0
PROCTER & GAMBLE CO COM 742718109 5,702 72,555 SH   SOLE   72,555 0 0
PROTO LABS INC COM 743713109 6,239 76,164 SH   SOLE   76,164 0 0
PROVIDENT FINL SVCS INC COM 74386T105 1,216 70,226 SH   SOLE   70,226 0 0
PRUDENTIAL FINL INC COM 744320102 4,441 50,029 SH   SOLE   50,029 0 0
QUALCOMM INC COM 747525103 1,915 24,183 SH   SOLE   24,183 0 0
QUANTA SVCS INC COM 74762E102 4,522 130,758 SH   SOLE   130,758 0 0
RBC BEARINGS INC COM 75524B104 561 8,764 SH   SOLE   8,764 0 0
REYNOLDS AMERICAN INC COM 761713106 4,080 67,606 SH   SOLE   67,606 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,308 10,454 SH   SOLE   10,454 0 0
ROPER INDS INC NEW COM 776696106 2,095 14,351 SH   SOLE   14,351 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 5,655 177,102 SH   SOLE   177,102 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 4,944 102,671 SH   SOLE   102,671 0 0
SALESFORCE COM INC COM 79466L302 963 16,588 SH   SOLE   16,588 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,878 50,650 SH   SOLE   50,650 0 0
SEMPRA ENERGY COM 816851109 1,713 16,355 SH   SOLE   16,355 0 0
SOUTHERN CO COM 842587107 1,375 30,295 SH   SOLE   30,295 0 0
SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 20,058 356,331 SH   SOLE   356,331 0 0
STANDEX INTL CORP COM 854231107 568 7,620 SH   SOLE   7,620 0 0
STATE STR CORP COM 857477103 698 10,371 SH   SOLE   10,371 0 0
STOCK YDS BANCORP INC COM 861025104 444 14,836 SH   SOLE   14,836 0 0
SYSCO CORP COM 871829107 979 26,153 SH   SOLE   26,153 0 0
TE CONNECTIVITY LTD REG SHS H84989104 5,385 87,081 SH   SOLE   87,081 0 0
TESORO CORP COM 881609101 2,852 48,608 SH   SOLE   48,608 0 0
TETRA TECH INC NEW COM 88162G103 3,877 140,970 SH   SOLE   140,970 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,751 32,454 SH   SOLE   32,454 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,583 13,415 SH   SOLE   13,415 0 0
TIME WARNER CABLE INC COM 88732J207 1,277 8,670 SH   SOLE   8,670 0 0
TITAN INTL INC ILL COM 88830M102 2,185 129,912 SH   SOLE   129,912 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,360 74,621 SH   SOLE   74,621 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,033 10,985 SH   SOLE   10,985 0 0
TRIMAS CORP COM NEW 896215209 3,746 98,232 SH   SOLE   98,232 0 0
TRINITY INDS INC COM 896522109 5,767 131,916 SH   SOLE   131,916 0 0
TUTOR PERINI CORP COM 901109108 4,861 153,151 SH   SOLE   153,151 0 0
UMB FINL CORP COM 902788108 1,528 24,111 SH   SOLE   24,111 0 0
UMPQUA HLDGS CORP COM 904214103 1,926 107,495 SH   SOLE   107,495 0 0
UNION PAC CORP COM 907818108 6,338 63,542 SH   SOLE   63,542 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,504 46,507 SH   SOLE   46,507 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,809 66,324 SH   SOLE   66,324 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,091 44,094 SH   SOLE   44,094 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,263 27,679 SH   SOLE   27,679 0 0
URS CORP NEW COM 903236107 2,819 61,484 SH   SOLE   61,484 0 0
US BANCORP DEL COM NEW 902973304 1,283 29,617 SH   SOLE   29,617 0 0
US ECOLOGY INC COM 91732J102 747 15,270 SH   SOLE   15,270 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,334 66,547 SH   SOLE   66,547 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 7,755 53,871 SH   SOLE   53,871 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,564 93,286 SH   SOLE   93,286 0 0
VISA INC COM CL A 92826C839 2,211 10,493 SH   SOLE   10,493 0 0
WABASH NATL CORP COM 929566107 3,971 278,699 SH   SOLE   278,699 0 0
WAL-MART STORES INC COM 931142103 5,531 73,684 SH   SOLE   73,684 0 0
WALGREEN CO COM 931422109 5,165 69,669 SH   SOLE   69,669 0 0
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 3,284 126,398 SH   SOLE   126,398 0 0
WASTE CONNECTIONS INC COM 941053100 528 10,866 SH   SOLE   10,866 0 0
WELLPOINT INC COM 94973V107 1,252 11,636 SH   SOLE   11,636 0 0
WELLS FARGO & CO NEW COM 949746101 7,469 142,096 SH   SOLE   142,096 0 0
WHIRLPOOL CORP COM 963320106 2,646 19,008 SH   SOLE   19,008 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 2,758 36,424 SH   SOLE   36,424 0 0
XCEL ENERGY INC COM 98389B100 5,076 157,479 SH   SOLE   157,479 0 0
XEROX CORP COM 984121103 5,940 477,477 SH   SOLE   477,477 0 0
XL GROUP PLC SHS G98290102 5,851 178,771 SH   SOLE   178,771 0 0
YAHOO INC COM 984332106 1,910 54,379 SH   SOLE   54,379 0 0
ZIMMER HLDGS INC COM 98956P102 1,507 14,509 SH   SOLE   14,509 0 0