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
ADOBE SYSTEMS INC DEL COM 00724f101 15,033 85,786 SH   SOLE   85,786 0 0
ADTRAN INC COM 00738a106 1,305 67,423 SH   SOLE   67,423 0 0
ADVANCED ENERGY INDS COM 007973100 531 7,869 SH   SOLE   7,869 0 0
ALCOA INC COM 013872106 17,540 325,602 SH   SOLE   325,602 0 0
ALLSTATE CORP COM 020002101 28,470 271,894 SH   SOLE   271,894 0 0
ALLY FINL INC COM 02005n100 1,632 55,955 SH   SOLE   55,955 0 0
ALPHABET INC A SHARES COM 02079k305 14,086 13,372 SH   SOLE   13,372 0 0
ALTRIA GROUP INC COM COM 02209s103 1,885 26,395 SH   SOLE   26,395 0 0
AMEDISYS INC COM 023436108 865 16,420 SH   SOLE   16,420 0 0
AMEREN CORP COM 023608102 620 10,504 SH   SOLE   10,504 0 0
AMERICAN STATES WATER CO COM 029899101 703 12,132 SH   SOLE   12,132 0 0
AMERIPRISE FINL INC COM COM 03076c106 1,519 8,961 SH   SOLE   8,961 0 0
ARISTA NETWORKS COM 040413106 4,757 20,192 SH   SOLE   20,192 0 0
ASPEN TECHNOLOGY INC COM COM 045327103 3,077 46,479 SH   SOLE   46,479 0 0
AT&T INC COM COM 00206r102 566 14,565 SH   SOLE   14,565 0 0
BANK OF AMERICA CORP COM 060505104 21,235 719,338 SH   SOLE   719,338 0 0
BAXTER INTERNATIONAL INC COM 071813109 22,843 353,389 SH   SOLE   353,389 0 0
BIG LOTS INC (OHIO) COM 089302103 1,615 28,755 SH   SOLE   28,755 0 0
BIOGEN INC COM 09062x103 729 2,290 SH   SOLE   2,290 0 0
BOEING CO COM COM 097023105 22,555 76,481 SH   SOLE   76,481 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 613 10,008 SH   SOLE   10,008 0 0
CABOT OIL & GAS CORP COM 127097103 679 23,758 SH   SOLE   23,758 0 0
CACI INTL INC A COM 127190304 568 4,291 SH   SOLE   4,291 0 0
CADENCE DESIGN SYSTEMS COM 127387108 5,995 143,360 SH   SOLE   143,360 0 0
CATERPILLAR INC COM 149123101 23,636 149,997 SH   SOLE   149,997 0 0
CHEVRON CORP NEW COM 166764100 24,611 196,585 SH   SOLE   196,585 0 0
CHUBB CORP COM h1467j104 1,789 12,241 SH   SOLE   12,241 0 0
CIGNA CORP COM 125509109 14,156 69,701 SH   SOLE   69,701 0 0
CINTAS CORP COM 172908105 6,435 41,295 SH   SOLE   41,295 0 0
CIRRUS LOGIC INC COM 172755100 1,864 35,940 SH   SOLE   35,940 0 0
COGNIZANT TECH SOL CL A COM 192446102 26,815 377,574 SH   SOLE   377,574 0 0
COLGATE-PALMOLIVE CORP COM 194162103 1,628 21,572 SH   SOLE   21,572 0 0
COMCAST CORP CL A COM 20030n101 26,402 659,234 SH   SOLE   659,234 0 0
CONOCOPHILLIPS COM COM 20825c104 6,550 119,321 SH   SOLE   119,321 0 0
COOPER COMPANIES INC COM 216648402 15,135 69,465 SH   SOLE   69,465 0 0
CORNING INC COM COM 219350105 26,992 843,766 SH   SOLE   843,766 0 0
CUSTOMERS BANCORP INC COM 23204g100 1,198 46,108 SH   SOLE   46,108 0 0
CVS CAREMARK CORP COM 126650100 2,611 36,010 SH   SOLE   36,010 0 0
DAVITA INC COM 23918k108 2,131 29,494 SH   SOLE   29,494 0 0
DELUXE CORP COM 248019101 1,894 24,642 SH   SOLE   24,642 0 0
DEVON ENERGY CORP NEW COM 25179m103 608 14,693 SH   SOLE   14,693 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 2,598 33,769 SH   SOLE   33,769 0 0
DOMINOS PIZZA INC. COM 25754A201 26,096 138,101 SH   SOLE   138,101 0 0
DTE ENERGY HODLINGS CO COM 233331107 538 4,918 SH   SOLE   4,918 0 0
ELI LILLY CO COM 532457108 1,339 15,852 SH   SOLE   15,852 0 0
ENPRO INDUSTRIES INC COM 29355x107 1,524 16,295 SH   SOLE   16,295 0 0
EXPRESS SCRIPTS HOLDING COMPAN COM 30219g108 29,740 398,449 SH   SOLE   398,449 0 0
EXXON MOBIL CORP COM COM 30231g102 2,653 31,719 SH   SOLE   31,719 0 0
F5 NETWORKS INC COM 315616102 18,118 138,072 SH   SOLE   138,072 0 0
FACEBOOK INC COM 30303m102 4,504 25,524 SH   SOLE   25,524 0 0
FEDEX CORP COM COM 31428x106 2,396 9,600 SH   SOLE   9,600 0 0
FIDELITY NATIONAL INFORMATION COM 31620m106 20,450 217,341 SH   SOLE   217,341 0 0
FIRSTENERGY CORP COM 337932107 1,717 56,063 SH   SOLE   56,063 0 0
FREEPORT MCMORAN COPPER COM 35671d857 1,535 80,986 SH   SOLE   80,986 0 0
GAMING & LEISURE PPTYS INC COM 36467j108 614 16,583 SH   SOLE   16,583 0 0
GENERAL DYNAMICS CORP COM 369550108 4,241 20,846 SH   SOLE   20,846 0 0
GEO GROUP INC NEW COM 36162j106 544 23,065 SH   SOLE   23,065 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 5,766 22,635 SH   SOLE   22,635 0 0
H R BLOCK INC COM 093671105 1,758 67,040 SH   SOLE   67,040 0 0
HERSHEY CO COM COM 427866108 30,960 272,752 SH   SOLE   272,752 0 0
HILTON WORLDWIDE HOLDINGS INC COM 43300a203 33,667 421,576 SH   SOLE   421,576 0 0
HOKU CORP COM STK COM 434711107 0 40,000 SH   SOLE   40,000 0 0
HONEYWELL INTL INC COM 438516106 661 4,313 SH   SOLE   4,313 0 0
HUMANA INC COM 444859102 20,700 83,443 SH   SOLE   83,443 0 0
HUNTSMAN CORP COM 447011107 935 28,082 SH   SOLE   28,082 0 0
HYATT HOTELS CORP A COM 448579102 880 11,961 SH   SOLE   11,961 0 0
INSTALLED BLDG PRODS INC COM 45780r101 2,946 38,783 SH   SOLE   38,783 0 0
INTEL CORP COM COM 458140100 16,710 361,996 SH   SOLE   361,996 0 0
INTERCONTINENTAL EXCHINTL COM 45866f104 15,496 219,614 SH   SOLE   219,614 0 0
INTERNATIONAL BUSINESS MACHS C COM 459200101 1,821 11,871 SH   SOLE   11,871 0 0
INTUIT INC COM 461202103 33,122 209,926 SH   SOLE   209,926 0 0
ITRON INC COM 465741106 678 9,947 SH   SOLE   9,947 0 0
JABIL CIRCUIT INC COM 466313103 24,685 940,389 SH   SOLE   940,389 0 0
JP MORGAN CHASE & CO COM ISIN# COM 46625h100 19,417 181,567 SH   SOLE   181,567 0 0
KANSAS CITY SOUTHERN COM 485170302 568 5,400 SH   SOLE   5,400 0 0
KELLOGG COMPANY COM 487836108 1,417 20,839 SH   SOLE   20,839 0 0
KLA-TENCOR CORP COM 482480100 874 8,315 SH   SOLE   8,315 0 0
KRAFT HEINZ COMPANY COM 500754106 478 6,141 SH   SOLE   6,141 0 0
LHC GROUP INC COM COM 50187a107 1,285 20,977 SH   SOLE   20,977 0 0
LOEWS CORP COM 540424108 2,186 43,691 SH   SOLE   43,691 0 0
LOUISIANA PACIFIC COM 546347105 21,283 810,463 SH   SOLE   810,463 0 0
MAGELLAN HEALTH SVCS INC COM COM 559079207 729 7,553 SH   SOLE   7,553 0 0
MARRIOTT INTL INC A COM 571903202 760 5,599 SH   SOLE   5,599 0 0
MARVELL TECHNOLOGY GROUP LTD COM g5876h105 1,755 81,747 SH   SOLE   81,747 0 0
MASIMO CORPORATION COM 574795100 4,364 51,464 SH   SOLE   51,464 0 0
MASTERCARD INC CL A COM 57636q104 6,274 41,449 SH   SOLE   41,449 0 0
METTLER-TOLEDO INTL COM 592688105 3,360 5,424 SH   SOLE   5,424 0 0
MICRON TECHNOLOGY COM 595112103 814 19,787 SH   SOLE   19,787 0 0
MIMEDX GROUP INC COM 602496101 623 49,401 SH   SOLE   49,401 0 0
MOODYS CORP COM COM 615369105 4,849 32,848 SH   SOLE   32,848 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 519 5,740 SH   SOLE   5,740 0 0
MSCI INC A COM 55354g100 1,264 9,990 SH   SOLE   9,990 0 0
MURPHY OIL CORP COM 626717102 1,780 57,339 SH   SOLE   57,339 0 0
NASDAQ STK MKT INC COM COM 631103108 6,424 83,608 SH   SOLE   83,608 0 0
NUTRI SYSTEM INC COM 67069d108 7,507 142,723 SH   SOLE   142,723 0 0
NVIDIA CORP COM 67066g104 640 3,307 SH   SOLE   3,307 0 0
NVR INC. COM 62944t105 2,417 689 SH   SOLE   689 0 0
P P G INDUSTRIES INC COM 693506107 4,459 38,172 SH   SOLE   38,172 0 0
PACCAR INC COM 693718108 28,290 398,005 SH   SOLE   398,005 0 0
PENN NATIONAL GAMING INC COM 707569109 786 25,082 SH   SOLE   25,082 0 0
PNC FINANCIAL SVCS GROUP COM 693475105 3,855 26,714 SH   SOLE   26,714 0 0
PREMIER INC COM 74051n102 536 18,370 SH   SOLE   18,370 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,307 23,202 SH   SOLE   23,202 0 0
PULTE HOMES INC COM 745867101 3,351 100,791 SH   SOLE   100,791 0 0
QUEST DIAGNOSTICS INC COM COM 74834l100 12,708 129,026 SH   SOLE   129,026 0 0
REGIONS FINL CORP COM 7591ep100 871 50,400 SH   SOLE   50,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM v7780t103 29,073 243,736 SH   SOLE   243,736 0 0
RYDER SYSTEM INC COM 783549108 233 2,772 SH   SOLE   2,772 0 0
SHERWIN-WILLIAMS CO COM 824348106 16,021 39,071 SH   SOLE   39,071 0 0
SNAP ON INC COM 833034101 2,395 13,740 SH   SOLE   13,740 0 0
STATE STREET CORP COM 857477103 343 3,518 SH   SOLE   3,518 0 0
SYNOPSYS, INC COM 871607107 588 6,904 SH   SOLE   6,904 0 0
T MOBILE US INC COM 872590104 27,779 437,402 SH   SOLE   437,402 0 0
TAYLOR MORRISON HOME CORP COM 87724p106 2,404 98,242 SH   SOLE   98,242 0 0
TEXAS INSTRUMENTS INC COM 882508104 18,316 175,369 SH   SOLE   175,369 0 0
TEXTRON INC COM 883203101 21,223 375,039 SH   SOLE   375,039 0 0
TOLL BROS INC COM 889478103 17,600 366,509 SH   SOLE   366,509 0 0
TORO CO. (THE) COM 891092108 520 7,977 SH   SOLE   7,977 0 0
TOWER SEMICONDUCTOR LTD COM m87915274 1,850 54,292 SH   SOLE   54,292 0 0
TRANSMISSION HOLDINGS INC COM 01973r101 1,716 39,835 SH   SOLE   39,835 0 0
UNITED TECH COM 913017109 1,448 11,349 SH   SOLE   11,349 0 0
UNITED THERAPEUTICS CORP DEL COM 91307c102 1,844 12,466 SH   SOLE   12,466 0 0
US BANCORP COM 902973304 2,209 41,228 SH   SOLE   41,228 0 0
VARIAN MED SYS INC COM COM 92220p105 1,637 14,731 SH   SOLE   14,731 0 0
VARONIS SYS INC COM 922280102 1,387 28,564 SH   SOLE   28,564 0 0
VERTEX PHARMACEUTICALS INC COM 92532f100 670 4,470 SH   SOLE   4,470 0 0
VOCERA COMMUNICATIONS INC COM 92857f107 710 23,492 SH   SOLE   23,492 0 0
WERNER ENTERPRISES, INC COM 950755108 1,172 30,321 SH   SOLE   30,321 0 0
WESTLAKE CHEM CORP COM 960413102 1,032 9,688 SH   SOLE   9,688 0 0
YUM BRANDS INC COM COM 988498101 646 7,910 SH   SOLE   7,910 0 0
ZOETIS INC COM 98978v103 27,322 379,263 SH   SOLE   379,263 0 0
ACCENTURE LTD BERMUDA CL ADR g1151c101 2,002 13,080 SH   SOLE   13,080 0 0
ADIDAS AG S/ADR ADR 00687a107 1,698 16,922 SH   SOLE   16,922 0 0
ALLEGION PLC ADR g0176j109 601 7,558 SH   SOLE   7,558 0 0
ALLERGAN PLC ADR g0177j108 1,367 8,359 SH   SOLE   8,359 0 0
ALLIANZ SE ADR 018805101 1,977 85,964 SH   SOLE   85,964 0 0
ANHEUSER-BUSCH IN BEV ADR 03524A108 2,756 24,708 SH   SOLE   24,708 0 0
ASSURED G ADR g0585r106 3,652 107,830 SH   SOLE   107,830 0 0
BAE SYS PLC SPONS ADR 05523r107 1,767 56,982 SH   SOLE   56,982 0 0
BANK OF MONTREAL ADR 063671101 2,196 27,442 SH   SOLE   27,442 0 0
BANK OF NOVA SCOTIA F ADR 064149107 1,900 29,442 SH   SOLE   29,442 0 0
BASF SE ADR 055262505 3,113 113,045 SH   SOLE   113,045 0 0
BAYE A G ADR 072730302 1,976 63,293 SH   SOLE   63,293 0 0
BP PLC SPONS ADR ADR 055622104 1,905 45,318 SH   SOLE   45,318 0 0
CANON INC ADR ADR 138006309 3,723 99,537 SH   SOLE   99,537 0 0
CHINA LIFE INSUR CO LTD (CHINA ADR 16939P106 3,024 193,696 SH   SOLE   193,696 0 0
CHINA PETROLEUM AND CHEMICAL C ADR 16941r108 5,961 81,249 SH   SOLE   81,249 0 0
CHINAMOBILE LTD SPONS ADR ADR 16941m109 10,915 215,971 SH   SOLE   215,971 0 0
CNOOC LTD SPONSORED ADR 126132109 2,501 17,420 SH   SOLE   17,420 0 0
ESSENT GROUP LTD ADR g3198u102 5,015 115,497 SH   SOLE   115,497 0 0
FIAT CHRYSLER AUTO NV ADR n31738102 2,620 146,887 SH   SOLE   146,887 0 0
FRESENIUS MED CARE AKTIENGESEL ADR 358029106 1,978 37,646 SH   SOLE   37,646 0 0
ICON PLC CORP ADR REPRSTG 1 OR ADR g4705a100 2,404 21,436 SH   SOLE   21,436 0 0
IMPERIAL BRANDS S PL SPON ADR ADR 45262p102 6,123 142,969 SH   SOLE   142,969 0 0
INDITEX UNSP ADR EACH REP 0.20 ADR 455793109 1,772 101,609 SH   SOLE   101,609 0 0
ING GROUP NV ADR ADR 456837103 1,889 102,349 SH   SOLE   102,349 0 0
KB FINANCIAL GROUP INC ADR 48241a105 1,944 33,217 SH   SOLE   33,217 0 0
KT CORPORATION ADR 48268k101 596 38,183 SH   SOLE   38,183 0 0
LUKOIL HOLDINGS CO ADR 69343p105 2,375 41,498 SH   SOLE   41,498 0 0
METHANEX CORP ADR 59151k108 2,257 37,268 SH   SOLE   37,268 0 0
MITEL NETWORKS CORP ADR 60671q104 599 72,790 SH   SOLE   72,790 0 0
MITSUBISHI UFJ FINL GROUP INC ADR 606822104 2,980 409,945 SH   SOLE   409,945 0 0
NOVARTIS AG ADS ADR 66987v109 2,854 33,994 SH   SOLE   33,994 0 0
OM ASSET MANAGEMENT PLC ADR g67506108 2,498 149,149 SH   SOLE   149,149 0 0
ORIX CORP ADR ADR 686330101 551 6,496 SH   SOLE   6,496 0 0
ORTHOFIX INTL NV ADR n6748l102 4,481 81,919 SH   SOLE   81,919 0 0
ROCHE HLDG LTD ADR ADR 771195104 5,860 185,347 SH   SOLE   185,347 0 0
ROYAL DUTCH SHELL PLC ADR 780259206 2,565 38,452 SH   SOLE   38,452 0 0
SODASTREAM INTERNATIONAL LTD ADR m9068e105 1,835 26,087 SH   SOLE   26,087 0 0
SONY CORP NEW ADR 835699307 4,278 95,170 SH   SOLE   95,170 0 0
STATOIL HYDRO ASA ADR 803054204 1,516 13,491 SH   SOLE   13,491 0 0
TECK RESOURCES LTD ADR 878742204 631 24,093 SH   SOLE   24,093 0 0
TENCENT HOLDINGS ADR ADR 88032q109 2,636 50,752 SH   SOLE   50,752 0 0
THIRD PT REINS LTD ADR g8827u100 564 38,482 SH   SOLE   38,482 0 0
TORONTO-DOMINION BANK COM ADR 891160509 1,918 32,736 SH   SOLE   32,736 0 0
TOYOTA MTRS CORP SPON ARD ADR 892331307 2,393 18,820 SH   SOLE   18,820 0 0
VODAFONE GROUP PLC NEW SPONSOR ADR 92857w308 2,911 91,247 SH   SOLE   91,247 0 0