0001315863-17-000447.txt : 20170515 0001315863-17-000447.hdr.sgml : 20170515 20170515162926 ACCESSION NUMBER: 0001315863-17-000447 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sciencast Management LP CENTRAL INDEX KEY: 0001653169 IRS NUMBER: 364783648 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17332 FILM NUMBER: 17844734 BUSINESS ADDRESS: STREET 1: 212 CARNEGIE CENTER STREET 2: SUITE 100 CITY: PRINCETON STATE: NJ ZIP: 08540 BUSINESS PHONE: 609-917-3296 MAIL ADDRESS: STREET 1: 212 CARNEGIE CENTER STREET 2: SUITE 100 CITY: PRINCETON STATE: NJ ZIP: 08540 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001653169 XXXXXXXX 03-31-2017 03-31-2017 Sciencast Management LP
212 CARNEGIE CENTER SUITE 100 PRINCETON NJ 08540
13F HOLDINGS REPORT 028-17332 N
Jordan Dermon Chief Compliance Officer 609.917.3296 /s/ Jordan Dermon New York NY 05-15-2017 1 330 181223 false 1 Sciencast Management II LP
INFORMATION TABLE 2 sciencastmgmt1q17.inftab.xml SCIENCAST MANAGEMENT LP 13F 1Q 17 ABBOTT LABSCOM002824100102423060SHSOLE 2306000ADVANCE AUTO PARTS INCCOM00751Y1065633799SHSOLE 379900AECOMCOM00766T1002025673SHSOLE 567300AEGON N VNY REGISTRY SH00792410320139220SHSOLE 3922000AES CORPCOM00130H10523020610SHSOLE 2061000AGILENT TECHNOLOGIES INCCOM00846U10192417480SHSOLE 1748000AIR PRODS & CHEMS INCCOM0091581065303920SHSOLE 392000AKAMAI TECHNOLOGIES INCCOM00971T10162910540SHSOLE 1054000ALASKA AIR GROUP INCCOM011659109139215097SHSOLE 1509700ALLEGHANY CORP DELCOM017175100201327SHSOLE 32700ALLIED WRLD ASSUR COM HLDG ASHSH0153110488116600SHSOLE 1660000ALLISON TRANSMISSION HLDGS ICOM01973R1012015563SHSOLE 556300ALLSTATE CORPCOM0200021014585616SHSOLE 561600ALLY FINL INCCOM02005N1002029913SHSOLE 991300ALTRIA GROUP INCCOM02209S103172724180SHSOLE 2418000AMC NETWORKS INCCL A00164V1032544336SHSOLE 433600AMDOCS LTDSHSG0260210395315631SHSOLE 1563100AMEREN CORPCOM0236081024418070SHSOLE 807000AMERICAN EAGLE OUTFITTERS NECOM02553E10624417382SHSOLE 1738200ANADARKO PETE CORPCOM0325111072774475SHSOLE 447500ANALOG DEVICES INCCOM03265410594911582SHSOLE 1158200ANTERO RES CORPCOM03674X1062058975SHSOLE 897500APPLIED MATLS INCCOM038222105123231682SHSOLE 3168200ARAMARKCOM03852U10653914628SHSOLE 1462800ARCELORMITTAL SA LUXEMBOURGNY REGISTRY SH03938L10415618665SHSOLE 1866500ARES CAP CORPCOM04010L10320011522SHSOLE 1152200ARMSTRONG WORLD INDS INC NEWCOM04247X1022034404SHSOLE 440400ARRIS INTL INCSHSG0551A1032539553SHSOLE 955300ASSURANT INCCOM04621X1082973101SHSOLE 310100ASSURED GUARANTY LTDCOMG0585R10644912100SHSOLE 1210000ATHENAHEALTH INCCOM04685W1033162802SHSOLE 280200ATMOS ENERGY CORPCOM0495601053664629SHSOLE 462900AVIS BUDGET GROUPCOM05377410538613046SHSOLE 1304600AXIS CAPITAL HOLDINGS LTDSHSG0692U1093294906SHSOLE 490600BANK AMER CORPCOM06050510431413331SHSOLE 1333100BANNER CORPCOM NEW06652V2082845100SHSOLE 510000BARRACUDA NETWORKS INCCOM06832310433314400SHSOLE 1440000BB&T CORPCOM05493710786719397SHSOLE 1939700BECTON DICKINSON & COCOM0758871093932143SHSOLE 214300BERKSHIRE HATHAWAY INC DELCL B NEW08467070214588750SHSOLE 875000BERRY PLASTICS GROUP INCCOM08579W1032976125SHSOLE 612500BIG LOTS INCCOM0893021032785717SHSOLE 571700BLOCK H & R INCCOM09367110531713613SHSOLE 1361300BOOZ ALLEN HAMILTON HLDG CORCL A09950210637210517SHSOLE 1051700BRINKER INTL INCCOM1096411003477900SHSOLE 790000BRISTOL MYERS SQUIBB COCOM11012210879014534SHSOLE 1453400BROADCOM LTDSHSY098271094802193SHSOLE 219300BROCADE COMMUNICATIONS SYS ICOM NEW11162130615112111SHSOLE 1211100BROWN & BROWN INCCOM11523610161914825SHSOLE 1482500BUNGE LIMITEDCOMG169621056227844SHSOLE 784400BWX TECHNOLOGIES INCCOM05605H1003096500SHSOLE 650000CADENCE DESIGN SYSTEM INCCOM1273871082568156SHSOLE 815600CALERES INCCOM1295001042519500SHSOLE 950000CAMECO CORPCOM13321L10820218230SHSOLE 1823000CANADIAN NAT RES LTDCOM1363851012016115SHSOLE 611500CANADIAN PAC RY LTDCOM13645T1002011365SHSOLE 136500CARLISLE COS INCCOM1423391005705357SHSOLE 535700CARRIZO OIL & GAS INCCOM14457710342414800SHSOLE 1480000CARTER INCCOM1462291097568419SHSOLE 841900CATERPILLAR INC DELCOM1491231017478048SHSOLE 804800CDK GLOBAL INCCOM12508E1012033126SHSOLE 312600CDN IMPERIAL BK COMM TORONTOCOM1360691012893353SHSOLE 335300CDW CORPCOM12514G1083125402SHSOLE 540200CEB INCCOM1251341063854900SHSOLE 490000CELANESE CORP DELCOM SER A15087010399411061SHSOLE 1106100CHECK POINT SOFTWARE TECH LTORDM224651042342284SHSOLE 228400CIGNA CORPORATIONCOM1255091098445763SHSOLE 576300CIMAREX ENERGY COCOM1717981019317788SHSOLE 778800CINCINNATI FINL CORPCOM1720621012152977SHSOLE 297700CIT GROUP INCCOM NEW1255818014109557SHSOLE 955700CITRIX SYS INCCOM1773761003564266SHSOLE 426600CLIFFS NAT RES INCCOM18683K10117921800SHSOLE 2180000CLOROX CO DELCOM1890541094032989SHSOLE 298900CME GROUP INCCOM12572Q105120910176SHSOLE 1017600CMS ENERGY CORPCOM125896100104023255SHSOLE 2325500CNH INDL N VSHSN2094410920321009SHSOLE 2100900COMERICA INCCOM2003401075117456SHSOLE 745600CONCHO RES INCCOM20605P1014063163SHSOLE 316300CORNERSTONE ONDEMAND INCCOM21925Y1032807200SHSOLE 720000COSTCO WHSL CORP NEWCOM22160K1053241935SHSOLE 193500CREDICORP LTDCOMG2519Y1086994280SHSOLE 428000CRESCENT PT ENERGY CORPCOM22576C10113012040SHSOLE 1204000CSG SYS INTL INCCOM1263491092085500SHSOLE 550000CST BRANDS INCCOM12646R10571714900SHSOLE 1490000CSX CORPCOM12640810348210347SHSOLE 1034700CUMMINS INCCOM23102110611037297SHSOLE 729700CURTISS WRIGHT CORPCOM2315611013193500SHSOLE 350000CUSTOMERS BANCORP INCCOM23204G1002558100SHSOLE 810000CYPRESS SEMICONDUCTOR CORPCOM23280610977256100SHSOLE 5610000D R HORTON INCCOM23331A1092016036SHSOLE 603600DANAHER CORP DELCOM235851102154618070SHSOLE 1807000DELPHI AUTOMOTIVE PLCSHSG278231063013735SHSOLE 373500DELTA AIR LINES INC DELCOM NEW247361702105022855SHSOLE 2285500DENTSPLY SIRONA INCCOM24906P1092223552SHSOLE 355200DEUTSCHE BANK AGNAMEN AKTD1819089877945417SHSOLE 4541700DEVON ENERGY CORP NEWCOM25179M10362414953SHSOLE 1495300DISNEY WALT COCOM DISNEY2546871064363845SHSOLE 384500DOLLAR GEN CORP NEWCOM2566771054466403SHSOLE 640300DOMINOS PIZZA INCCOM25754A2017444039SHSOLE 403900DOMTAR CORPCOM NEW2575592032526900SHSOLE 690000DOVER CORPCOM2600031085056285SHSOLE 628500DUNKIN BRANDS GROUP INCCOM2655041004117521SHSOLE 752100EAGLE MATERIALS INCCOM26969P1086416600SHSOLE 660000EAST WEST BANCORP INCCOM27579R1043166129SHSOLE 612900EATON VANCE CORPCOM NON VTG2782651032565700SHSOLE 570000EDGEWELL PERS CARE COCOM28035Q1023044153SHSOLE 415300EDWARDS LIFESCIENCES CORPCOM28176E1083663889SHSOLE 388900ELECTRONIC ARTS INCCOM2855121092723037SHSOLE 303700ENSCO PLCSHS CLASS AG3157S10614316025SHSOLE 1602500ENVISION HEALTHCARE CORPCOM29414D10094615435SHSOLE 1543500EVERBANK FINL CORPCOM29977G10228614700SHSOLE 1470000EXPEDIA INC DELCOM NEW30212P30310308160SHSOLE 816000F5 NETWORKS INCCOM3156161026874817SHSOLE 481700FACTSET RESH SYS INCCOM3030751054902972SHSOLE 297200FIAT CHRYSLER AUTOMOBILES NSHSN3173810220018330SHSOLE 1833000FIDELITY NATL INFORMATION SVCOM31620M1066708419SHSOLE 841900FIRST DATA CORP NEWCOM CL A32008D10620213030SHSOLE 1303000FIRST MAJESTIC SILVER CORPCOM32076V10320425064SHSOLE 2506400FIRST REP BK SAN FRANCISCO CCOM33616C1003313529SHSOLE 352900FIRST SOLAR INCCOM33643310758721659SHSOLE 2165900FLEETCOR TECHNOLOGIES INCCOM33904110511387515SHSOLE 751500FLUOR CORP NEWCOM3434121022394537SHSOLE 453700FORD MTR CO DELCOM PAR $0.013453708601261108298SHSOLE 10829800FRONTIER COMMUNICATIONS CORPCOM35906A10820495432SHSOLE 9543200FULLER H B COCOM3596941062064000SHSOLE 400000GENERAL DYNAMICS CORPCOM36955010810765749SHSOLE 574900GILDAN ACTIVEWEAR INCCOM3759161032007409SHSOLE 740900GOLDCORP INC NEWCOM38095640946531856SHSOLE 3185600GOLDMAN SACHS GROUP INCCOM38141G10414896483SHSOLE 648300GOPRO INCCL A38268T10311212900SHSOLE 1290000GRACE W R & CO DEL NEWCOM38388F1082874121SHSOLE 412100GRAINGER W W INCCOM38480210410114344SHSOLE 434400GRAPHIC PACKAGING HLDG COCOM38868910122217252SHSOLE 1725200HAIN CELESTIAL GROUP INCCOM4052171002256038SHSOLE 603800HALLIBURTON COCOM40621610183717008SHSOLE 1700800HASBRO INCCOM4180561072532532SHSOLE 253200HD SUPPLY HLDGS INCCOM40416M1052856927SHSOLE 692700HENRY JACK & ASSOC INCCOM4262811012232398SHSOLE 239800HOME BANCSHARES INCCOM43689320060422300SHSOLE 2230000HOME DEPOT INCCOM4370761025273591SHSOLE 359100HONEYWELL INTL INCCOM4385161068937150SHSOLE 715000HOPE BANCORP INCCOM43940T10937619600SHSOLE 1960000HUMANA INCCOM4448591022171052SHSOLE 105200HUNT J B TRANS SVCS INCCOM4456581072122310SHSOLE 231000HUNTINGTON INGALLS INDS INCCOM4464131063231613SHSOLE 161300ICON PLCSHSG4705A1002152700SHSOLE 270000IDEX CORPCOM45167R1045415781SHSOLE 578100ILLINOIS TOOL WKS INCCOM4523081094183159SHSOLE 315900INFINERA CORPORATIONCOM45667G10310710417SHSOLE 1041700INTEGRATED DEVICE TECHNOLOGYCOM45811810682034659SHSOLE 3465900INTERXION HOLDING N.VSHSN472791092025100SHSOLE 510000INTUITCOM461202103175015091SHSOLE 1509100INVESCO LTDSHSG491BT108121139551SHSOLE 3955100JABIL CIRCUIT INCCOM46631310345715800SHSOLE 1580000JACK IN THE BOX INCCOM4663671092011972SHSOLE 197200KAR AUCTION SVCS INCCOM48238T10996322045SHSOLE 2204500KCG HLDGS INCCL A48244B10032618300SHSOLE 1830000KEYSIGHT TECHNOLOGIES INCCOM49338L1032035609SHSOLE 560900KINDER MORGAN INC DELCOM49456B1012069455SHSOLE 945500KINROSS GOLD CORPCOM NO PAR4969024049526992SHSOLE 2699200KLA-TENCOR CORPCOM4824801002032131SHSOLE 213100KLX INCCOM4825391032024518SHSOLE 451800KROGER COCOM5010441012077027SHSOLE 702700L BRANDS INCCOM501797104102121674SHSOLE 2167400L3 TECHNOLOGIES INCCOM5024131072031228SHSOLE 122800LA QUINTA HLDGS INCCOM50420D10823117100SHSOLE 1710000LABORATORY CORP AMER HLDGSCOM NEW50540R4093552474SHSOLE 247400LAUDER ESTEE COS INCCL A518439104103712231SHSOLE 1223100LEGACY TEX FINL GROUP INCCOM52471Y1063157900SHSOLE 790000LEUCADIA NATL CORPCOM52728810429011135SHSOLE 1113500LINCOLN ELEC HLDGS INCCOM5339001062112433SHSOLE 243300LINCOLN NATL CORP INDCOM5341871096209473SHSOLE 947300LIONS GATE ENTMNT CORPCL B NON VTG53591950049608400SHSOLE 840000LKQ CORPCOM50188920879227059SHSOLE 2705900LOWES COS INCCOM54866110786210483SHSOLE 1048300LULULEMON ATHLETICA INCCOM5500211094699040SHSOLE 904000M & T BK CORPCOM55261F104169210934SHSOLE 1093400MACYS INCCOM55616P1042016790SHSOLE 679000MALLINCKRODT PUB LTD COSHSG5785G1072044566SHSOLE 456600MANPOWERGROUP INCCOM56418H1002462402SHSOLE 240200MARATHON OIL CORPCOM56584910656335627SHSOLE 3562700MARKETAXESS HLDGS INCCOM57060D1082011072SHSOLE 107200MARSH & MCLENNAN COS INCCOM571748102174023551SHSOLE 2355100MARVELL TECHNOLOGY GROUP LTDORDG5876H105111372937SHSOLE 7293700MASIMO CORPCOM5747951005415800SHSOLE 580000MASONITE INTL CORP NEWCOM5753851092383000SHSOLE 300000MATTEL INCCOM57708110229511528SHSOLE 1152800MAXIM INTEGRATED PRODS INCCOM57772K10154112027SHSOLE 1202700MCCORMICK & CO INCCOM NON VTG5797802064614721SHSOLE 472100MCDONALDS CORPCOM580135101135510454SHSOLE 1045400MEDICINES COCOM5846881052986100SHSOLE 610000MEDIDATA SOLUTIONS INCCOM58471A1052484300SHSOLE 430000MEDTRONIC PLCSHSG5960L103114814246SHSOLE 1424600MERCADOLIBRE INCCOM58733R1023621710SHSOLE 171000METTLER TOLEDO INTERNATIONALCOM592688105203423SHSOLE 42300MICHAELS COS INCCOM59408Q1062029001SHSOLE 900100MICROSEMI CORPCOM59513710088117100SHSOLE 1710000MOBILEYE N V AMSTELVEENORD SHSN514881172594211SHSOLE 421100MOLSON COORS BREWING COCL B60871R2099249655SHSOLE 965500MONDELEZ INTL INCCL A609207105149334665SHSOLE 3466500MORGAN STANLEYCOM NEW6174464482986948SHSOLE 694800MUELLER WTR PRODS INCCOM SER A62475810836330700SHSOLE 3070000MYLAN N VSHS EURON5946510940810464SHSOLE 1046400NATIONSTAR MTG HLDGS INCCOM63861C10923615000SHSOLE 1500000NETAPP INCCOM64110D10474917902SHSOLE 1790200NEWELL BRANDS INCCOM651229106111523637SHSOLE 2363700NEWMONT MINING CORPCOM65163910679224026SHSOLE 2402600NEXTERA ENERGY INCCOM65339F10110167916SHSOLE 791600NIELSEN HLDGS PLCSHS EURG6518L10869916921SHSOLE 1692100NIKE INCCL B654106103112620211SHSOLE 2021100NISOURCE INCCOM65473P10536015151SHSOLE 1515100NOBLE ENERGY INCCOM6550441052527350SHSOLE 735000NORDSON CORPCOM6556631024483646SHSOLE 364600NORFOLK SOUTHERN CORPCOM655844108133611929SHSOLE 1192900NORTHERN TR CORPCOM665859104125114452SHSOLE 1445200NORWEGIAN CRUISE LINE HLDGSSHSG667211044178222SHSOLE 822200NRG ENERGY INCCOM NEW62937750830916540SHSOLE 1654000NUCOR CORPCOM6703461052183649SHSOLE 364900NUVASIVE INCCOM6707041053584800SHSOLE 480000OASIS PETE INC NEWCOM67421510816711718SHSOLE 1171800OGE ENERGY CORPCOM670837103113532447SHSOLE 3244700OLIN CORPCOM PAR $168066520540412300SHSOLE 1230000OPEN TEXT CORPCOM68371510659517506SHSOLE 1750600ORACLE CORPCOM68389X1052856393SHSOLE 639300PACCAR INCCOM693718108124418516SHSOLE 1851600PACWEST BANCORP DELCOM6952631034498439SHSOLE 843900PALO ALTO NETWORKS INCCOM6974351052482200SHSOLE 220000PARKER HANNIFIN CORPCOM7010941044172604SHSOLE 260400PAYCHEX INCCOM704326107136823218SHSOLE 2321800PDC ENERGY INCCOM69327R1013645842SHSOLE 584200PEMBINA PIPELINE CORPCOM7063271032026377SHSOLE 637700PERRIGO CO PLCSHSG978221033485245SHSOLE 524500PG&E CORPCOM69331C10893614109SHSOLE 1410900PINNACLE FOODS INC DELCOM72348P10482514249SHSOLE 1424900PINNACLE WEST CAP CORPCOM7234841013193823SHSOLE 382300POLARIS INDS INCCOM7310681022462934SHSOLE 293400POLYONE CORPCOM73179P1062908500SHSOLE 850000PORTLAND GEN ELEC COCOM NEW73650884761313799SHSOLE 1379900PRICE T ROWE GROUP INCCOM74144T108104015262SHSOLE 1526200PROCTER AND GAMBLE COCOM7427181092082310SHSOLE 231000PROGRESSIVE CORP OHIOCOM743315103134434297SHSOLE 3429700PROOFPOINT INCCOM7434241033945300SHSOLE 530000PRUDENTIAL FINL INCCOM7443201024864556SHSOLE 455600PTC INCCOM69370C10098318700SHSOLE 1870000PUBLIC SVC ENTERPRISE GROUPCOM74457310686619524SHSOLE 1952400QEP RES INCCOM74733V10041332456SHSOLE 3245600QIAGEN NVSHS NEWN7248212336212511SHSOLE 1251100QUALCOMM INCCOM74752510379213806SHSOLE 1380600RANGE RES CORPCOM75281A10951717774SHSOLE 1777400RED HAT INCCOM7565771023243747SHSOLE 374700RENAISSANCERE HOLDINGS LTDCOMG7496G1034112841SHSOLE 284100RESTAURANT BRANDS INTL INCCOM76131D1032013599SHSOLE 359900REXNORD CORP NEWCOM76169B10225911200SHSOLE 1120000RITE AID CORPCOM76775410420147243SHSOLE 4724300ROCKWELL COLLINS INCCOM7743411012062120SHSOLE 212000ROGERS COMMUNICATIONS INCCL B7751092002024576SHSOLE 457600ROPER TECHNOLOGIES INCCOM7766961065842827SHSOLE 282700ROWAN COMPANIES PLCSHS CL AG7665A10118511904SHSOLE 1190400ROYAL CARIBBEAN CRUISES LTDCOMV7780T1035685783SHSOLE 578300S&P GLOBAL INCCOM78409V1042662038SHSOLE 203800SALESFORCE COM INCCOM79466L3022032465SHSOLE 246500SANTANDER CONSUMER USA HDG ICOM80283M10119014243SHSOLE 1424300SCANA CORP NEWCOM80589M1024436774SHSOLE 677400SCHEIN HENRY INCCOM8064071024432605SHSOLE 260500SCIENCE APPLICATNS INTL CP NCOM8086251076558800SHSOLE 880000SCRIPPS NETWORKS INTERACT INCL A COM81106510183010592SHSOLE 1059200SEALED AIR CORP NEWCOM81211K1004079349SHSOLE 934900SEI INVESTMENTS COCOM7841171034388685SHSOLE 868500SIGNATURE BK NEW YORK N YCOM82669G1045433659SHSOLE 365900SILVER WHEATON CORPCOM8283361072029688SHSOLE 968800SKYWORKS SOLUTIONS INCCOM83088M1027327471SHSOLE 747100SMITH A OCOM83186520953010350SHSOLE 1035000SMUCKER J M COCOM NEW8326964059887540SHSOLE 754000SNAP ON INCCOM8330341014312553SHSOLE 255300SOUTHERN COCOM84258710784917049SHSOLE 1704900SOUTHWEST GAS HOLDINGS INCCOM8448951024485400SHSOLE 540000SPECTRUM BRANDS HLDGS INCCOM84763R1012912091SHSOLE 209100SPLUNK INCCOM8486371046219973SHSOLE 997300SS&C TECHNOLOGIES HLDGS INCCOM78467J10075221235SHSOLE 2123500SUNTRUST BKS INCCOM867914103146626511SHSOLE 2651100SYNAPTICS INCCOM87157D1093567200SHSOLE 720000TABLEAU SOFTWARE INCCL A87336U10558411783SHSOLE 1178300TE CONNECTIVITY LTDREG SHSH84989104106614300SHSOLE 1430000TEGNA INCCOM87901J10574729142SHSOLE 2914200TELUS CORPCOM87971M1032036239SHSOLE 623900TENET HEALTHCARE CORPCOM NEW88033G40764336329SHSOLE 3632900TFS FINL CORPCOM87240R10723914409SHSOLE 1440900THERMO FISHER SCIENTIFIC INCCOM88355610210056540SHSOLE 654000THOMSON REUTERS CORPCOM88490310560313951SHSOLE 1395100TJX COS INC NEWCOM8725401096127733SHSOLE 773300TORCHMARK CORPCOM8910271042633412SHSOLE 341200TOWER SEMICONDUCTOR LTDSHS NEWM8791527431813800SHSOLE 1380000TRACTOR SUPPLY COCOM89235610675810991SHSOLE 1099100TRANSDIGM GROUP INCCOM893641100203920SHSOLE 92000TRANSOCEAN LTDREG SHSH8817H10014211445SHSOLE 1144500TWITTER INCCOM90184L10220313587SHSOLE 1358700TYSON FOODS INCCL A90249410378112659SHSOLE 1265900UGI CORP NEWCOM9026811054018124SHSOLE 812400UNITED CMNTY BKS BLAIRSVLE GCOM90984P30340214500SHSOLE 1450000UNITEDHEALTH GROUP INCCOM91324P10214108598SHSOLE 859800URBAN OUTFITTERS INCCOM91704710243018090SHSOLE 1809000US BANCORP DELCOM NEW902973304165232081SHSOLE 3208100VALIDUS HOLDINGS LTDCOM SHSG9319H1022484400SHSOLE 440000VALSPAR CORPCOM9203551048367536SHSOLE 753600VCA INCCOM918194101156517099SHSOLE 1709900VERIFONE SYS INCCOM92342Y10919910600SHSOLE 1060000VERISK ANALYTICS INCCOM92345Y1063494303SHSOLE 430300VERIZON COMMUNICATIONS INCCOM92343V1043918011SHSOLE 801100VISA INCCOM CL A92826C839142916083SHSOLE 1608300VOYA FINL INCCOM92908910049813126SHSOLE 1312600WALGREENS BOOTS ALLIANCE INCCOM931427108131415825SHSOLE 1582500WASTE MGMT INC DELCOM94106L10981311143SHSOLE 1114300WATERS CORPCOM9418481032031298SHSOLE 129800WATSCO INCCOM9426222003152200SHSOLE 220000WEBSTER FINL CORP CONNCOM94789010974614900SHSOLE 1490000WEST PHARMACEUTICAL SVSC INCCOM9553061052493047SHSOLE 304700WESTERN REFNG INCCOM9593191042206284SHSOLE 628400WESTLAKE CHEM CORPCOM9604131022654016SHSOLE 401600WHITE MTNS INS GROUP LTDCOMG9618E107201228SHSOLE 22800WHITEWAVE FOODS COCOM9662441052023599SHSOLE 359900WHITING PETE CORP NEWCOM96638710220321450SHSOLE 2145000WORKDAY INCCL A98138H1014865833SHSOLE 583300WYNDHAM WORLDWIDE CORPCOM98310W1086788039SHSOLE 803900XEROX CORPCOM98412110313217915SHSOLE 1791500XILINX INCCOM98391910191915869SHSOLE 1586900XL GROUP LTDCOMG982941042305772SHSOLE 577200YANDEX N VSHS CLASS AN9728410868731346SHSOLE 3134600YUM BRANDS INCCOM98849810197915328SHSOLE 1532800ZIONS BANCORPORATIONCOM989701107105325082SHSOLE 2508200ZOETIS INCCL A98978V103121122689SHSOLE 2268900