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 17,470 330,800 SH   SOLE N/A 330,800 0 0
ABM INDS INC COM 000957100 775 27,100 SH   SOLE N/A 27,100 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 15,728 142,100 SH   SOLE N/A 142,100 0 0
AGCO CORP COM 001084102 10,801 182,500 SH   SOLE N/A 182,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,645 98,700 SH   SOLE N/A 98,700 0 0
ALAMO GROUP INC COM 011311107 127 2,100 SH   SOLE N/A 2,100 0 0
ALASKA AIR GROUP INC COM 011659109 139 1,900 SH   SOLE N/A 1,900 0 0
ALLEGIANT TRAVEL CO COM 01748X102 95 900 SH   SOLE N/A 900 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,630 6,200 SH   SOLE N/A 6,200 0 0
AMAZON COM INC COM 023135106 29,298 73,460 SH   SOLE N/A 73,460 0 0
AMEREN CORP COM 023608102 1,132 31,300 SH   SOLE N/A 31,300 0 0
AMERICAN SCIENCE AND ENGR INC COM 029429107 129 1,800 SH   SOLE N/A 1,800 0 0
AMERICAN STS WTR CO COM 029899101 63 2,200 SH   SOLE N/A 2,200 0 0
AMERIPRISE FINL INC COM 03076C106 748 6,500 SH   SOLE N/A 6,500 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,417 231,200 SH   SOLE N/A 231,200 0 0
APPLE INC COM 037833100 31,472 56,100 SH   SOLE N/A 56,100 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103 637 77,500 SH   SOLE N/A 77,500 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,024 23,600 SH   SOLE N/A 23,600 0 0
ATLANTIC TELE NETWORK INC COM 049079205 68 1,200 SH   SOLE N/A 1,200 0 0
AVON PRODS INC COM 054303102 3,422 198,700 SH   SOLE N/A 198,700 0 0
AVX CORP NEW COM 002444107 121 8,700 SH   SOLE N/A 8,700 0 0
AXIALL CORP COM 05463D100 49 1,037 SH   SOLE N/A 1,037 0 0
BALL CORP COM 058498106 139 2,700 SH   SOLE N/A 2,700 0 0
BARCLAYS BK PLC IPAT 06740C519 190 12,060 SH   SOLE N/A 12,060 0 0
BARNES GROUP INC COM 067806109 820 21,400 SH   SOLE N/A 21,400 0 0
BARRETT BILL CORP COM 06846N104 8,233 307,400 SH   SOLE N/A 307,400 0 0
BERRY PLASTICS GROUP INC COM 08579W103 7,167 301,200 SH   SOLE N/A 301,200 0 0
BHP BILLITON PLC ADR 05545E209 5,864 94,400 SH   SOLE N/A 94,400 0 0
BIG LOTS INC COM 089302103 58 1,800 SH   SOLE N/A 1,800 0 0
BLACKROCK INC COM 09247X101 10,129 32,000 SH   SOLE N/A 32,000 0 0
BLACKSTONE GROUP L P COM 09253U108 13,162 417,800 SH   SOLE N/A 417,800 0 0
BLOCK H AND R INC COM 093671105 6,681 230,000 SH   SOLE N/A 230,000 0 0
BOB EVANS FARMS INC COM 096761101 491 9,700 SH   SOLE N/A 9,700 0 0
BRINKER INTL INC COM 109641100 1,418 30,600 SH   SOLE N/A 30,600 0 0
BROCADE COMMUNICATIONS SYS I COM 111621306 125 14,100 SH   SOLE N/A 14,100 0 0
BUNGE LIMITED COM G16962105 4,969 60,500 SH   SOLE N/A 60,500 0 0
CA INC COM 12673P105 14,241 423,200 SH   SOLE N/A 423,200 0 0
CABOT OIL AND GAS CORP COM 127097103 12,220 315,300 SH   SOLE N/A 315,300 0 0
CAPELLA EDUCATION COMPANY COM 139594105 113 1,700 SH   SOLE N/A 1,700 0 0
CARDINAL HEALTH INC COM 14149Y108 10,817 161,900 SH   SOLE N/A 161,900 0 0
CAREFUSION CORP COM 14170T101 1,063 26,700 SH   SOLE N/A 26,700 0 0
CARMIKE CINEMAS INC COM 143436400 2,935 105,400 SH   SOLE N/A 105,400 0 0
CARRIZO OIL AND GAS INC COM 144577103 11,102 248,000 SH   SOLE N/A 248,000 0 0
CEDAR FAIR L P DEPO 150185106 5,984 120,700 SH   SOLE N/A 120,700 0 0
CELGENE CORP COM 151020104 15,798 93,500 SH   SOLE N/A 93,500 0 0
CIMAREX ENERGY CO COM 171798101 27,277 260,000 SH   SOLE N/A 260,000 0 0
CISCO SYS INC COM 17275R102 224 10,000 SH   SOLE N/A 10,000 0 0
CIT GROUP INC COM 125581801 17,279 331,483 SH   SOLE N/A 331,483 0 0
CITIGROUP INC COM 172967424 25,836 495,800 SH   SOLE N/A 495,800 0 0
CNA FINL CORP COM 126117100 1,153 26,900 SH   SOLE N/A 26,900 0 0
CNO FINL GROUP INC COM 12621E103 10,865 614,200 SH   SOLE N/A 614,200 0 0
COGENT COMM GROUP INC COM 19239V302 1,616 40,000 SH   SOLE N/A 40,000 0 0
COMPUTER SCIENCES CORP COM 205363104 1,073 19,200 SH   SOLE N/A 19,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 13,464 191,300 SH   SOLE N/A 191,300 0 0
COOPER COS INC COM 216648402 2,006 16,200 SH   SOLE N/A 16,200 0 0
CORNING INC COM 219350105 2 100 SH   SOLE N/A 100 0 0
CRANE CO COM 224399105 135 2,000 SH   SOLE N/A 2,000 0 0
CSG SYS INTL INC COM 126349109 126 4,300 SH   SOLE N/A 4,300 0 0
CSX CORP COM 126408103 7,238 251,600 SH   SOLE N/A 251,600 0 0
CTRIP COM INTL LTD AMER 22943F100 3,523 71,000 SH   SOLE N/A 71,000 0 0
CVS CAREMARK CORPORATION COM 126650100 8,539 119,300 SH   SOLE N/A 119,300 0 0
DELUXE CORP COM 248019101 151 2,900 SH   SOLE N/A 2,900 0 0
DILLARDS INC CL A 254067101 146 1,500 SH   SOLE N/A 1,500 0 0
DISCOVER FINL SVCS COM 254709108 25,905 463,000 SH   SOLE N/A 463,000 0 0
DISNEY WALT CO COM 254687106 17,077 223,500 SH   SOLE N/A 223,500 0 0
DST SYS INC DEL COM 233326107 1,044 11,500 SH   SOLE N/A 11,500 0 0
EDISON INTL COM 281020107 6,639 143,400 SH   SOLE N/A 143,400 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 112 2,900 SH   SOLE N/A 2,900 0 0
ELLIE MAE INC COM 28849P100 3,561 132,520 SH   SOLE N/A 132,520 0 0
ENERSYS COM 29275Y102 827 11,800 SH   SOLE N/A 11,800 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 107 3,000 SH   SOLE N/A 3,000 0 0
EOG RES INC COM 26875P101 20,041 119,400 SH   SOLE N/A 119,400 0 0
ETFS PALLADIUM TR SH B 26923A106 1,112 15,976 SH   SOLE N/A 15,976 0 0
EURONET WORLDWIDE INC COM 298736109 6,995 146,200 SH   SOLE N/A 146,200 0 0
EXELIS INC COM 30162A108 959 50,300 SH   SOLE N/A 50,300 0 0
EXPRESS INC COM 30219E103 118 6,300 SH   SOLE N/A 6,300 0 0
FABRINET SHS G3323L100 132 6,400 SH   SOLE N/A 6,400 0 0
FACEBOOK INC CL A 30303M102 1,765 32,300 SH   SOLE N/A 32,300 0 0
FINISAR CORP COM 31787A507 1,509 63,100 SH   SOLE N/A 63,100 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,895 36,200 SH   SOLE N/A 36,200 0 0
FIRST SOLAR INC COM 336433107 109 2,000 SH   SOLE N/A 2,000 0 0
FOOT LOCKER INC COM 344849104 116 2,800 SH   SOLE N/A 2,800 0 0
FORTUNE BRANDS HOME AND SEC IN COM 34964C106 6,431 140,700 SH   SOLE N/A 140,700 0 0
FULLER H B CO COM 359694106 26,673 512,600 SH   SOLE N/A 512,600 0 0
GENCORP INC COM 368682100 3,353 186,100 SH   SOLE N/A 186,100 0 0
GENERAL MTRS CO COM 37045V100 21,965 537,400 SH   SOLE N/A 537,400 0 0
GENPACT LIMITED SHS G3922B107 125 6,800 SH   SOLE N/A 6,800 0 0
GERDAU S A ADR 373737105 13,091 1,669,900 SH   SOLE N/A 1,669,900 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 337 30,000 SH   SOLE N/A 30,000 0 0
GILEAD SCIENCES INC COM 375558103 52,353 697,100 SH   SOLE N/A 697,100 0 0
GLOBAL CASH ACCESS HLDGS INC COM 378967103 127 12,700 SH   SOLE N/A 12,700 0 0
GNC HLDGS INC COM 36191G107 15,091 258,200 SH   SOLE N/A 258,200 0 0
GOLDCORP INC NEW COM 380956409 503 23,200 SH   SOLE N/A 23,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 15,528 87,600 SH   SOLE N/A 87,600 0 0
GOOGLE INC CL A 38259P508 53,121 47,400 SH   SOLE N/A 47,400 0 0
GRAN TIERRA ENERGY INC COM 38500T101 649 88,800 SH   SOLE N/A 88,800 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,677 695,500 SH   SOLE N/A 695,500 0 0
GREEN PLAINS RENEWABLE ENERG COM 393222104 145 7,500 SH   SOLE N/A 7,500 0 0
HANESBRANDS INC COM 410345102 10,836 154,200 SH   SOLE N/A 154,200 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 18,771 518,100 SH   SOLE N/A 518,100 0 0
HEALTHSOUTH CORP COM 421924309 110 3,300 SH   SOLE N/A 3,300 0 0
HERSHEY CO COM 427866108 9,198 94,600 SH   SOLE N/A 94,600 0 0
HESS CORP COM 42809H107 1,527 18,400 SH   SOLE N/A 18,400 0 0
HFF INC CL A 40418F108 10,931 407,100 SH   SOLE N/A 407,100 0 0
HIMAX TECHNOLOGIES INC ADR 43289P106 8,797 598,100 SH   SOLE N/A 598,100 0 0
HOME DEPOT INC COM 437076102 5,179 62,900 SH   SOLE N/A 62,900 0 0
HONEYWELL INTL INC COM 438516106 45,887 502,200 SH   SOLE N/A 502,200 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,153 119,500 SH   SOLE N/A 119,500 0 0
HURON CONSULTING GROUP INC COM 447462102 12,357 197,200 SH   SOLE N/A 197,200 0 0
ICF INTL INC COM 44925C103 132 3,800 SH   SOLE N/A 3,800 0 0
ICICI BK LTD ADR 45104G104 461 12,400 SH   SOLE N/A 12,400 0 0
INFORMATICA CORP COM 45666Q102 27,772 669,200 SH   SOLE N/A 669,200 0 0
INGRAM MICRO INC CL A 457153104 12,918 550,700 SH   SOLE N/A 550,700 0 0
INTEL CORP COM 458140100 3,898 150,200 SH   SOLE N/A 150,200 0 0
INTER PARFUMS INC COM 458334109 90 2,500 SH   SOLE N/A 2,500 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 11,279 165,200 SH   SOLE N/A 165,200 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 118 6,500 SH   SOLE N/A 6,500 0 0
ISHARES MSCI 464286822 408 6,000 SH   SOLE N/A 6,000 0 0
ISHARES CHINA LARGE-CAP ETF CHIN 464287184 2,610 68,000 SH   SOLE N/A 68,000 0 0
ISHARES SILVER TRUST ISHA 46428Q109 955 51,000 SH   SOLE N/A 51,000 0 0
ITT CORP NEW COM 450911201 751 17,300 SH   SOLE N/A 17,300 0 0
J AND J SNACK FOODS CORP COM 466032109 80 900 SH   SOLE N/A 900 0 0
JACK IN THE BOX INC COM 466367109 9,658 193,100 SH   SOLE N/A 193,100 0 0
KANSAS CITY SOUTHERN COM 485170302 11,255 90,900 SH   SOLE N/A 90,900 0 0
KAPSTONE PAPER AND PACKAGING C COM 48562P103 14,735 263,800 SH   SOLE N/A 263,800 0 0
KAR AUCTION SVCS INC COM 48238T109 1,226 41,500 SH   SOLE N/A 41,500 0 0
KBR INC COM 48242W106 1,512 47,400 SH   SOLE N/A 47,400 0 0
KKR AND CO L P DEL COM 48248M102 14,350 589,600 SH   SOLE N/A 589,600 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 588 5,500 SH   SOLE N/A 5,500 0 0
LACLEDE GROUP INC COM 505597104 1,412 31,000 SH   SOLE N/A 31,000 0 0
LAM RESEARCH CORP COM 512807108 6,560 120,500 SH   SOLE N/A 120,500 0 0
LAS VEGAS SANDS CORP COM 517834107 5,079 64,400 SH   SOLE N/A 64,400 0 0
LEAR CORP COM 521865204 1,255 15,500 SH   SOLE N/A 15,500 0 0
LENNOX INTL INC COM 526107107 5,325 62,600 SH   SOLE N/A 62,600 0 0
LHC GROUP INC COM 50187A107 111 4,600 SH   SOLE N/A 4,600 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 7,027 133,000 SH   SOLE N/A 133,000 0 0
LOWES COS INC COM 548661107 1,432 28,900 SH   SOLE N/A 28,900 0 0
MAGELLAN HEALTH SVCS INC COM 559079207 90 1,500 SH   SOLE N/A 1,500 0 0
MAGNA INTL INC COM 559222401 6,146 74,900 SH   SOLE N/A 74,900 0 0
MARKET VECTORS ETF TR JR G 57061R544 1,690 54,451 SH   SOLE N/A 54,451 0 0
MCCORMICK AND CO INC COM 579780206 5,271 76,500 SH   SOLE N/A 76,500 0 0
MEDTRONIC INC COM 585055106 5,975 104,100 SH   SOLE N/A 104,100 0 0
MELCO CROWN ENTMT LTD ADR 585464100 314 8,000 SH   SOLE N/A 8,000 0 0
MGIC INVT CORP WIS COM 552848103 7,917 938,100 SH   SOLE N/A 938,100 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,802 22,200 SH   SOLE N/A 22,200 0 0
MICROSOFT CORP COM 594918104 23,896 638,700 SH   SOLE N/A 638,700 0 0
MINERALS TECHNOLOGIES INC COM 603158106 144 2,400 SH   SOLE N/A 2,400 0 0
MONARCH CASINO AND RESORT INC COM 609027107 116 5,800 SH   SOLE N/A 5,800 0 0
MORGAN STANLEY COM 617446448 1,559 49,700 SH   SOLE N/A 49,700 0 0
MULTI COLOR CORP COM 625383104 770 20,400 SH   SOLE N/A 20,400 0 0
NAVIGANT CONSULTING INC COM 63935N107 129 6,700 SH   SOLE N/A 6,700 0 0
NELNET INC CL A 64031N108 7,054 167,375 SH   SOLE N/A 167,375 0 0
NETEASE INC ADR 64110W102 613 7,800 SH   SOLE N/A 7,800 0 0
NEWELL RUBBERMAID INC COM 651229106 1,945 60,000 SH   SOLE N/A 60,000 0 0
NEWMONT MINING CORP COM 651639106 1,234 53,600 SH   SOLE N/A 53,600 0 0
NOBLE ENERGY INC COM 655044105 21,203 311,300 SH   SOLE N/A 311,300 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,504 178,900 SH   SOLE N/A 178,900 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 11,057 80,000 SH   SOLE N/A 80,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 11,717 123,200 SH   SOLE N/A 123,200 0 0
OCWEN FINL CORP COM 675746309 25,368 457,500 SH   SOLE N/A 457,500 0 0
OIL STS INTL INC COM 678026105 142 1,400 SH   SOLE N/A 1,400 0 0
OMNICARE INC COM 681904108 8,698 144,100 SH   SOLE N/A 144,100 0 0
ORASURE TECHNOLOGIES INC COM 68554V108 400 63,600 SH   SOLE N/A 63,600 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107 4,032 266,900 SH   SOLE N/A 266,900 0 0
OSHKOSH CORP COM 688239201 801 15,900 SH   SOLE N/A 15,900 0 0
OUTERWALL INC COM 690070107 94 1,400 SH   SOLE N/A 1,400 0 0
PACKAGING CORP AMER COM 695156109 63 1,000 SH   SOLE N/A 1,000 0 0
PALL CORP COM 696429307 760 8,900 SH   SOLE N/A 8,900 0 0
PEGASYSTEMS INC COM 705573103 128 2,600 SH   SOLE N/A 2,600 0 0
PEPSICO INC COM 713448108 771 9,300 SH   SOLE N/A 9,300 0 0
PETSMART INC COM 716768106 109 1,500 SH   SOLE N/A 1,500 0 0
PFIZER INC COM 717081103 21,600 705,200 SH   SOLE N/A 705,200 0 0
POST HLDGS INC COM 737446104 3,464 70,300 SH   SOLE N/A 70,300 0 0
POWERSHARES ETF TR II ETF 73937B779 679 20,500 SH   SOLE N/A 20,500 0 0
PROVIDENCE SVC CORP COM 743815102 1,062 41,300 SH   SOLE N/A 41,300 0 0
PULTE GROUP INC COM 745867101 306 15,000 SH   SOLE N/A 15,000 0 0
QUANTA SVCS INC COM 74762E102 5,012 158,800 SH   SOLE N/A 158,800 0 0
RADIAN GROUP INC COM 750236101 1,603 113,500 SH   SOLE N/A 113,500 0 0
REALOGY HLDGS CORP COM 75605Y106 12,086 244,300 SH   SOLE N/A 244,300 0 0
REGIONS FINL CORP NEW COM 7591EP100 14,690 1,485,300 SH   SOLE N/A 1,485,300 0 0
RITE AID CORP COM 767754104 851 168,100 SH   SOLE N/A 168,100 0 0
RPM INTL INC COM 749685103 9,983 240,500 SH   SOLE N/A 240,500 0 0
RPX CORP COM 74972G103 1,071 63,400 SH   SOLE N/A 63,400 0 0
SANDISK CORP COM 80004C101 614 8,700 SH   SOLE N/A 8,700 0 0
SANOFI ADR 80105N105 279 5,200 SH   SOLE N/A 5,200 0 0
SBA COMMUNICATIONS CORP COM 78388J106 16,820 187,200 SH   SOLE N/A 187,200 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 82 1,600 SH   SOLE N/A 1,600 0 0
SCRIPPS E W CO OHIO CL A 811054402 115 5,300 SH   SOLE N/A 5,300 0 0
SERVICE CORP INTL COM 817565104 1,623 89,500 SH   SOLE N/A 89,500 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,320 21,600 SH   SOLE N/A 21,600 0 0
SILGAN HOLDINGS INC COM 827048109 125 2,600 SH   SOLE N/A 2,600 0 0
SINA CORP ORD G81477104 12,132 144,000 SH   SOLE N/A 144,000 0 0
SM ENERGY CO COM 78454L100 11,096 133,500 SH   SOLE N/A 133,500 0 0
SOUTHERN COPPER CORP COM 84265V105 5,990 208,600 SH   SOLE N/A 208,600 0 0
SPARTAN STORES INC COM 846822104 95 3,900 SH   SOLE N/A 3,900 0 0
SPDR GOLD TRUST GOLD 78463V107 4,238 36,495 SH   SOLE N/A 36,495 0 0
SPDR SERIES TRUST ETF 78464A755 6,661 158,300 SH   SOLE N/A 158,300 0 0
SSANDC TECHNOLOGIES HLDGS INC COM 78467J100 1,009 22,800 SH   SOLE N/A 22,800 0 0
STAMPS COM INC COM 852857200 1,014 24,100 SH   SOLE N/A 24,100 0 0
STARBUCKS CORP COM 855244109 3,269 41,700 SH   SOLE N/A 41,700 0 0
STEEL DYNAMICS INC COM 858119100 1,231 63,000 SH   SOLE N/A 63,000 0 0
STEINER LEISURE LTD ORD P8744Y102 123 2,500 SH   SOLE N/A 2,500 0 0
STERIS CORP COM 859152100 754 15,700 SH   SOLE N/A 15,700 0 0
SUNTRUST BKS INC COM 867914103 12,784 347,300 SH   SOLE N/A 347,300 0 0
SYMANTEC CORP COM 871503108 776 32,900 SH   SOLE N/A 32,900 0 0
SYNNEX CORP COM 87162W100 121 1,800 SH   SOLE N/A 1,800 0 0
TASER INTL INC COM 87651B104 667 42,000 SH   SOLE N/A 42,000 0 0
TATA MTRS LTD ADR 876568502 1,220 39,600 SH   SOLE N/A 39,600 0 0
TE CONNECTIVITY LTD REG H84989104 10,719 194,500 SH   SOLE N/A 194,500 0 0
TESCO CORP COM 88157K101 144 7,300 SH   SOLE N/A 7,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,161 163,100 SH   SOLE N/A 163,100 0 0
TOWERS WATSON AND CO CL A 891894107 9,406 73,700 SH   SOLE N/A 73,700 0 0
TREEHOUSE FOODS INC COM 89469A104 90 1,300 SH   SOLE N/A 1,300 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 14,363 408,400 SH   SOLE N/A 408,400 0 0
TWO HBRS INVT CORP COM 90187B101 107 11,500 SH   SOLE N/A 11,500 0 0
UNIFIRST CORP MASS COM 904708104 107 1,000 SH   SOLE N/A 1,000 0 0
UNION PAC CORP COM 907818108 20,428 121,600 SH   SOLE N/A 121,600 0 0
UNITED RENTALS INC COM 911363109 3,578 45,900 SH   SOLE N/A 45,900 0 0
UNITED STATES CELLULAR CORP COM 911684108 71 1,700 SH   SOLE N/A 1,700 0 0
UNITED STATES STL CORP NEW COM 912909108 1,600 54,200 SH   SOLE N/A 54,200 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 113 1,000 SH   SOLE N/A 1,000 0 0
UNIVERSAL ELECTRS INC COM 913483103 114 3,000 SH   SOLE N/A 3,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 83 1,100 SH   SOLE N/A 1,100 0 0
UTI WORLDWIDE INC ORD G87210103 813 46,250 SH   SOLE N/A 46,250 0 0
VAIL RESORTS INC COM 91879Q109 142 1,879 SH   SOLE N/A 1,879 0 0
VCA ANTECH INC COM 918194101 1,304 41,600 SH   SOLE N/A 41,600 0 0
VISTEON CORP COM 92839U206 115 1,400 SH   SOLE N/A 1,400 0 0
WESTAR ENERGY INC COM 95709T100 6,188 192,400 SH   SOLE N/A 192,400 0 0
WESTERN UN CO COM 959802109 890 51,600 SH   SOLE N/A 51,600 0 0
WESTLAKE CHEM CORP COM 960413102 3,126 25,600 SH   SOLE N/A 25,600 0 0
WHIRLPOOL CORP COM 963320106 12,282 78,300 SH   SOLE N/A 78,300 0 0
WHITING PETE CORP NEW COM 966387102 3,249 52,500 SH   SOLE N/A 52,500 0 0
WUXI PHARMATECH CAYMAN INC ADR 929352102 1,401 36,500 SH   SOLE N/A 36,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 10,612 144,000 SH   SOLE N/A 144,000 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 599 118,600 SH   SOLE N/A 118,600 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 108 2,000 SH   SOLE N/A 2,000 0 0
PREMIER INC CL A 74051N102 467 12,700 SH   SOLE N/A 12,700 0 0
CITRIX SYS INC COM 177376100 5,465 86,400 SH   SOLE N/A 86,400 0 0
JOHNSON AND JOHNSON COM 478160104 13,190 144,000 SH   SOLE N/A 144,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 8,124 320,800 SH   SOLE N/A 320,800 0 0
WESTERN DIGITAL CORP COM 958102105 7,726 92,100 SH   SOLE N/A 92,100 0 0
MARATHON PETE CORP COM 56585A102 14,273 155,600 SH   SOLE N/A 155,600 0 0
PERKINELMER INC COM 714046109 6,200 150,400 SH   SOLE N/A 150,400 0 0
PRAXAIR INC COM 74005P104 45,000 346,100 SH   SOLE N/A 346,100 0 0
HELMERICH AND PAYNE INC COM 423452101 10,247 121,900 SH   SOLE N/A 121,900 0 0
AUTODESK INC COM 052769106 9,898 196,700 SH   SOLE N/A 196,700 0 0
DIRECTV COM 25490A309 9,703 140,500 SH   SOLE N/A 140,500 0 0
HORMEL FOODS CORP COM 440452100 5,199 115,100 SH   SOLE N/A 115,100 0 0
SPS COMM INC COM 78463M107 3,220 49,300 SH   SOLE N/A 49,300 0 0
SPANSION INC COM 84649R200 11,008 792,403 SH   SOLE N/A 792,403 0 0
SOUTHWEST AIRLS CO COM 844741108 9,661 512,900 SH   SOLE N/A 512,900 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 9,096 174,300 SH   SOLE N/A 174,300 0 0
ARRIS GROUP INC NEW COM 04270V106 12,028 494,200 SH   SOLE N/A 494,200 0 0
CRITEO S A SPON 226718104 7,486 218,900 SH   SOLE N/A 218,900 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,271 64,900 SH   SOLE N/A 64,900 0 0
MONSTER BEVERAGE CORP COM 611740101 2,684 39,600 SH   SOLE N/A 39,600 0 0
LIGAND PHARMACEUTICALS INC COM 53220K504 768 14,600 SH   SOLE N/A 14,600 0 0
ESSENT GROUP LTD COM G3198U102 1,204 50,000 SH   SOLE N/A 50,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 20,489 205,000 SH   SOLE N/A 205,000 0 0
JARDEN CORP COM 471109108 785 12,800 SH   SOLE N/A 12,800 0 0
MASTEC INC COM 576323109 730 22,300 SH   SOLE N/A 22,300 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 885 11,900 SH   SOLE N/A 11,900 0 0
ICG GROUP INC COM 44928D108 1,265 67,900 SH   SOLE N/A 67,900 0 0
CAMBREX CORP COM 132011107 510 28,600 SH   SOLE N/A 28,600 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 684 27,100 SH   SOLE N/A 27,100 0 0
FINISH LINE INC CL A 317923100 2,389 84,800 SH   SOLE N/A 84,800 0 0
KRONOS WORLDWIDE INC COM 50105F105 3,263 171,300 SH   SOLE N/A 171,300 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,236 118,900 SH   SOLE N/A 118,900 0 0
RANGE RES CORP COM 75281A109 1,517 18,000 SH   SOLE N/A 18,000 0 0
JUNIPER NETWORKS INC COM 48203R104 1,568 69,500 SH   SOLE N/A 69,500 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,440 37,700 SH   SOLE N/A 37,700 0 0
FREEPORT-MCMORAN COPPER AND GO COM 35671D857 1,562 41,400 SH   SOLE N/A 41,400 0 0
MICRON TECHNOLOGY INC COM 595112103 1,422 65,400 SH   SOLE N/A 65,400 0 0
ATANDT INC COM 00206R102 1,515 43,100 SH   SOLE N/A 43,100 0 0
BANK OF AMERICA CORPORATION COM 060505104 1,581 101,600 SH   SOLE N/A 101,600 0 0
DELTA AIR LINES INC DEL COM 247361702 1,431 52,100 SH   SOLE N/A 52,100 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,608 153,100 SH   SOLE N/A 153,100 0 0
CREDIT SUISSE GROUP ADR 225401108 1,605 51,700 SH   SOLE N/A 51,700 0 0
SONY CORP ADR 835699307 1,383 80,000 SH   SOLE N/A 80,000 0 0
GENTEX CORP COM 371901109 16 500 SH   SOLE N/A 500 0 0
ROSS STORES INC COM 778296103 2,173 29,000 SH   SOLE N/A 29,000 0 0
BAIDU INC ADR 056752108 818 4,600 SH   SOLE N/A 4,600 0 0
MINDRAY MEDICAL INTL LTD ADR 602675100 218 6,000 SH   SOLE N/A 6,000 0 0
DBX ETF TR DBXT 233051879 962 39,000 SH   SOLE N/A 39,000 0 0
THIRD PT REINS LTD COM G8827U100 728 39,300 SH   SOLE N/A 39,300 0 0
MANPOWERGROUP INC COM 56418H100 1,202 14,000 SH   SOLE N/A 14,000 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 1,794 58,300 SH   SOLE N/A 58,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM 848574109 675 19,800 SH   SOLE N/A 19,800 0 0
VIACOM INC NEW CL B 92553P201 3,372 38,600 SH   SOLE N/A 38,600 0 0
BED BATH AND BEYOND INC COM 075896100 2,272 28,300 SH   SOLE N/A 28,300 0 0
T-MOBILE US INC COM 872590104 145 4,300 SH   SOLE N/A 4,300 0 0
ALTRIA GROUP INC COM 02209S103 1,705 44,400 SH   SOLE N/A 44,400 0 0
AMERICAN ELEC PWR INC COM 025537101 1,551 33,200 SH   SOLE N/A 33,200 0 0
CONCHO RES INC COM 20605P101 1,113 10,300 SH   SOLE N/A 10,300 0 0
GOODYEAR TIRE AND RUBR CO COM 382550101 1,515 63,500 SH   SOLE N/A 63,500 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 284 3,400 SH   SOLE N/A 3,400 0 0
WALGREEN CO COM 931422109 1,057 18,400 SH   SOLE N/A 18,400 0 0
MCKESSON CORP COM 58155Q103 887 5,500 SH   SOLE N/A 5,500 0 0
NEXTERA ENERGY INC COM 65339F101 933 10,900 SH   SOLE N/A 10,900 0 0
BLOUNT INTL INC NEW COM 095180105 641 44,300 SH   SOLE N/A 44,300 0 0
ASCENA RETAIL GROUP INC COM 04351G101 951 44,900 SH   SOLE N/A 44,900 0 0
GREAT PLAINS ENERGY INC COM 391164100 843 34,800 SH   SOLE N/A 34,800 0 0
DOLLAR GEN CORP NEW COM 256677105 892 14,800 SH   SOLE N/A 14,800 0 0
SPRINGLEAF HLDGS INC COM 85172J101 1,441 57,000 SH   SOLE N/A 57,000 0 0
ROYAL BK SCOTLAND GROUP PLC ADR 780097689 354 31,250 SH   SOLE N/A 31,250 0 0
HEADWATERS INC COM 42210P102 949 97,000 SH   SOLE N/A 97,000 0 0
COMMERCIAL VEH GROUP INC COM 202608105 661 91,000 SH   SOLE N/A 91,000 0 0
COOPER TIRE AND RUBR CO COM 216831107 601 25,000 SH   SOLE N/A 25,000 0 0
HERCULES OFFSHORE INC COM 427093109 815 125,000 SH   SOLE N/A 125,000 0 0
MERITOR INC COM 59001K100 500 48,000 SH   SOLE N/A 48,000 0 0
HOLOGIC INC COM 436440101 419 18,750 SH   SOLE N/A 18,750 0 0
CASELLA WASTE SYS INC CL A 147448104 580 100,000 SH   SOLE N/A 100,000 0 0
GAMESTOP CORP NEW CL A 36467W109 99 2,000 SH   SOLE N/A 2,000 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 123 2,700 SH   SOLE N/A 2,700 0 0
HERBALIFE LTD COM G4412G101 47 600 SH   SOLE N/A 600 0 0
UGI CORP NEW COM 902681105 75 1,800 SH   SOLE N/A 1,800 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 117 4,000 SH   SOLE N/A 4,000 0 0
CROCS INC COM 227046109 137 8,600 SH   SOLE N/A 8,600 0 0
U S CONCRETE INC COM 90333L201 115 5,100 SH   SOLE N/A 5,100 0 0
LENNAR CORP CL A 526057104 115 2,900 SH   SOLE N/A 2,900 0 0
INSTEEL INDUSTRIES INC COM 45774W108 130 5,700 SH   SOLE N/A 5,700 0 0
MARCUS CORP COM 566330106 117 8,700 SH   SOLE N/A 8,700 0 0
ICU MED INC COM 44930G107 96 1,500 SH   SOLE N/A 1,500 0 0
STANDEX INTL CORP COM 854231107 132 2,100 SH   SOLE N/A 2,100 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 140 1,500 SH   SOLE N/A 1,500 0 0
TELETECH HOLDINGS INC COM 879939106 122 5,100 SH   SOLE N/A 5,100 0 0
INSIGHT ENTERPRISES INC COM 45765U103 116 5,100 SH   SOLE N/A 5,100 0 0
ALON USA ENERGY INC COM 020520102 149 9,000 SH   SOLE N/A 9,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 92 2,000 SH   SOLE N/A 2,000 0 0
CALGON CARBON CORP COM 129603106 111 5,400 SH   SOLE N/A 5,400 0 0
U S PHYSICAL THERAPY INC COM 90337L108 113 3,200 SH   SOLE N/A 3,200 0 0
ACE LTD SHS H0023R105 14,609 141,100 SH   SOLE N/A 141,100 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 5,510 104,200 SH   SOLE N/A 104,200 0 0
AON PLC SHS G0408V102 7,433 88,600 SH   SOLE N/A 88,600 0 0
NIELSEN HOLDINGS N V COM N63218106 5,763 125,600 SH   SOLE N/A 125,600 0 0
ORBOTECH LTD ORD M75253100 120 8,900 SH   SOLE N/A 8,900 0 0