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
ALASKA AIR GROUP INC COM 011659109 702 8,564 SH   SOLE   8,564 0 0
ALKERMES PLC COM G01767105 756 22,101 SH   SOLE   22,101 0 0
ALLEGHANY CORP COM 017175100 691 1,393 SH   SOLE   1,393 0 0
ALPHABET CLASS C COM 02079K107 1,132 1,520 SH   SOLE   1,520 0 0
AMERICAN CAPITAL AGENCY REIT COM 02503X105 672 36,089 SH   SOLE   36,089 0 0
ANTERO RESOURCES CORP COM 03674X106 579 23,282 SH   SOLE   23,282 0 0
APPLIED MATERIALS INC COM 038222105 18,784 886,854 SH   SOLE   886,854 0 0
APTARGROUP INC COM 038336103 715 9,121 SH   SOLE   9,121 0 0
ARROW ELECTRONICS INC COM 042735100 20,839 323,542 SH   SOLE   323,542 0 0
AT&T CORP COM 00206R102 1,239 31,644 SH   SOLE   31,644 0 0
BAXTER INTERNATIONAL INC COM 071813109 21,887 532,794 SH   SOLE   532,794 0 0
BLUE BUFFALO PET PRODUCTS, INC COM 09531U102 755 29,410 SH   SOLE   29,410 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 18,919 296,168 SH   SOLE   296,168 0 0
BROCADE COMMUNICATIONS SYSTEMS COM 111621306 692 65,404 SH   SOLE   65,404 0 0
BRUNSWICK CORP COM 117043109 732 15,255 SH   SOLE   15,255 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108 742 31,457 SH   SOLE   31,457 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,645 95,869 SH   SOLE   95,869 0 0
CARNIVAL CORP COM 143658300 10,882 206,210 SH   SOLE   206,210 0 0
CENTENE CORP COM 15135B101 577 9,370 SH   SOLE   9,370 0 0
CENTURYTEL INC COM 156700106 812 25,401 SH   SOLE   25,401 0 0
CHARLES RIVER LABS COM 159864107 726 9,562 SH   SOLE   9,562 0 0
CINCINNATI FINL CORP COM 172062101 18,886 288,948 SH   SOLE   288,948 0 0
CINTAS CORPORATION COM 172908105 10,048 111,877 SH   SOLE   111,877 0 0
CITRIX SYSTEMS, INC. COM 177376100 743 9,455 SH   SOLE   9,455 0 0
CME GROUP INC COM 12572Q105 16,719 174,070 SH   SOLE   174,070 0 0
CMS ENERGY CORPORATION COM 125896100 20,686 487,426 SH   SOLE   487,426 0 0
CONSTELLATION BRANDS INC COM 21036P108 19,470 128,864 SH   SOLE   128,864 0 0
COOPER COMPANIES INC COM 216648402 695 4,511 SH   SOLE   4,511 0 0
CORRECTIONS CORP OF AMERICA COM 22025Y407 668 20,828 SH   SOLE   20,828 0 0
CROWN HOLDING INC COM 228368106 17,524 353,371 SH   SOLE   353,371 0 0
DARDEN RESTAURANTS COM 237194105 781 11,783 SH   SOLE   11,783 0 0
DELUXE CORP COM 248019101 862 13,792 SH   SOLE   13,792 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 681 31,337 SH   SOLE   31,337 0 0
ECHOSTAR CORP COM 278768106 650 14,665 SH   SOLE   14,665 0 0
EDISON INTERNATIONAL COM 281020107 713 9,915 SH   SOLE   9,915 0 0
EVEREST REINS HLDGS INC COM G3223R108 19,767 100,124 SH   SOLE   100,124 0 0
FACEBOOK INC-A COM 30303M102 20,834 182,597 SH   SOLE   182,597 0 0
FEDEX CORPORATION COM 31428X106 17,461 107,310 SH   SOLE   107,310 0 0
FIRST REPUBLIC BANK COM 33616C100 7,810 117,190 SH   SOLE   117,190 0 0
FISERV INC COM 337738108 12,413 121,012 SH   SOLE   121,012 0 0
FLEXTRONICS INTL LTD COM Y2573F102 123 10,228 SH   SOLE   10,228 0 0
FOOT LOCKER INC COM 344849104 791 12,270 SH   SOLE   12,270 0 0
FULTON FINANCIAL CORP COM 360271100 771 57,592 SH   SOLE   57,592 0 0
GENERAL DYNAMICS CORP COM 369550108 16,442 125,156 SH   SOLE   125,156 0 0
GILEAD SCIENCES INC COM 375558103 17,383 189,237 SH   SOLE   189,237 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 657 51,140 SH   SOLE   51,140 0 0
HANOVER INSURANCE GROUP INC COM 410867105 746 8,269 SH   SOLE   8,269 0 0
HARTFORD FINL SVCS COM 416515104 732 15,894 SH   SOLE   15,894 0 0
HOLOGIC COM 436440101 717 20,796 SH   SOLE   20,796 0 0
HOME DEPOT INC COM 437076102 12,258 91,870 SH   SOLE   91,870 0 0
HORMEL GEO A COM 440452100 660 15,259 SH   SOLE   15,259 0 0
INCYTE CORP COM 45337C102 633 8,734 SH   SOLE   8,734 0 0
KROGER CO COM 501044101 16,640 435,042 SH   SOLE   435,042 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 618 5,212 SH   SOLE   5,212 0 0
LAM RESEARCH CORP COM 512807108 760 9,205 SH   SOLE   9,205 0 0
LEAR CORP COM 521865204 670 6,030 SH   SOLE   6,030 0 0
LEGGETT & PLATT INC COM COM 524660107 20,357 420,604 SH   SOLE   420,604 0 0
LENDINGCLUP CORP COM 52603A109 651 78,482 SH   SOLE   78,482 0 0
MANHATTAN ASSOCS INC COM COM 562750109 537 9,440 SH   SOLE   9,440 0 0
MARATHON PETROLEUM CORPORATION COM 56585A102 14,522 390,586 SH   SOLE   390,586 0 0
MASCO COM 574599106 863 27,448 SH   SOLE   27,448 0 0
MCDONALDS COM 580135101 13,324 106,015 SH   SOLE   106,015 0 0
MEREDITH CORP COM 589433101 773 16,277 SH   SOLE   16,277 0 0
MINERALS TECHNOLOGIES INC COM 603158106 807 14,195 SH   SOLE   14,195 0 0
MURPHY USA INC COM 626755102 612 9,953 SH   SOLE   9,953 0 0
NASDAQ INC COM 631103108 20,371 306,880 SH   SOLE   306,880 0 0
NIKE INC COM 654106103 1,056 17,173 SH   SOLE   17,173 0 0
NISOURCE INC COM 65473P105 7,860 333,630 SH   SOLE   333,630 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 666 35,632 SH   SOLE   35,632 0 0
NVIDIA CORP COM 67066G104 2,223 62,390 SH   SOLE   62,390 0 0
O REILLY AUTOMOTIVE INC COM 67103H107 11,527 42,120 SH   SOLE   42,120 0 0
OLD REP INTL CORP COM 680223104 729 39,898 SH   SOLE   39,898 0 0
ONE GAS, INC. COM 68235P108 749 12,256 SH   SOLE   12,256 0 0
OWENS CORNING NEW COM 690742101 746 15,778 SH   SOLE   15,778 0 0
PHILLIPS 66 COM 718546104 8,670 100,128 SH   SOLE   100,128 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 6,561 77,575 SH   SOLE   77,575 0 0
PPL CORP COM 69351T106 672 17,655 SH   SOLE   17,655 0 0
PROGRESSIVE CORP COM 743315103 718 20,443 SH   SOLE   20,443 0 0
QUINTILES TRANSNATIONAL HOLDIN COM 74876Y101 19,639 301,678 SH   SOLE   301,678 0 0
REALTY INCOME CORP COM 756109104 701 11,211 SH   SOLE   11,211 0 0
REINSURANCE GROUP OF AMERICA COM 759351604 743 7,720 SH   SOLE   7,720 0 0
SCRIPPS NETWORKS INTERACTIVE, COM 811065101 724 11,048 SH   SOLE   11,048 0 0
SEALED AIR CORP COM 81211K100 13,305 277,130 SH   SOLE   277,130 0 0
SERVICEMASTER GLOBAL HOLDING I COM 81761R109 6,612 175,485 SH   SOLE   175,485 0 0
SIGNATURE BANK COM 82669G104 7,561 55,549 SH   SOLE   55,549 0 0
SKECHERS USA INC COM 830566105 681 22,374 SH   SOLE   22,374 0 0
SOUTHWEST AIRLS CO COM 844741108 720 16,070 SH   SOLE   16,070 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM 848574109 11,248 247,973 SH   SOLE   247,973 0 0
SVB FINANCIAL GROUP COM 78486Q101 18,674 182,989 SH   SOLE   182,989 0 0
SYNCHRONY FINANCIAL COM 87165B103 17,758 619,617 SH   SOLE   619,617 0 0
TESORO PETROLEUM CORP COM 881609101 7,810 90,799 SH   SOLE   90,799 0 0
TORO CO COM 891092108 691 8,029 SH   SOLE   8,029 0 0
TYSON FOODS INC CL A COM 902494103 678 10,167 SH   SOLE   10,167 0 0
ULTA SALON COSMETCS & FRAG I C COM 90384S303 766 3,954 SH   SOLE   3,954 0 0
ULTIMATE SOFTWARE GROUP, INC. COM 90385D107 758 3,915 SH   SOLE   3,915 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 1,097 18,321 SH   SOLE   18,321 0 0
UNITED TECHNOLOGIES CORP COM 913017109 21,075 210,540 SH   SOLE   210,540 0 0
VALERO ENERGY CORP COM 91913Y100 16,011 249,633 SH   SOLE   249,633 0 0
VANTIV INC CL A COM 92210H105 21,547 399,898 SH   SOLE   399,898 0 0
VERISK ANALYTICS INC COM 92345Y106 717 8,967 SH   SOLE   8,967 0 0
VERIZON COMMUNICATIONS COM 92343V104 18,914 349,734 SH   SOLE   349,734 0 0
WEINGARTEN REALTY INVESTORS COM 948741103 678 18,066 SH   SOLE   18,066 0 0
WOODWARD INC COM 980745103 727 13,984 SH   SOLE   13,984 0 0
WORLD FUEL SERVICES CORP COM 981475106 691 14,215 SH   SOLE   14,215 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 698 9,129 SH   SOLE   9,129 0 0
XEROX CORP COM 984121103 125 11,235 SH   SOLE   11,235 0 0