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
ACTIVISION BLIZZARD INC COM 00507V109 4,031 193,904 SH   SOLE   193,904 0 0
AES CORP COM 00130H105 100 7,100 SH   SOLE   7,100 0 0
AETNA INC NEW COM 00817Y108 26,734 330,033 SH   SOLE   330,033 0 0
AFFILIATED MANAGERS GROUP COM 008252108 1,767 8,823 SH   SOLE   8,823 0 0
AGCO CORP COM 001084102 895 19,700 SH   SOLE   19,700 0 0
ALASKA AIR GROUP INC COM 011659109 23,575 541,473 SH   SOLE   541,473 0 0
ALBEMARLE CORP COM 012653101 3,625 61,560 SH   SOLE   61,560 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,203 59,400 SH   SOLE   59,400 0 0
ALLSTATE CORP COM 020002101 4,964 80,895 SH   SOLE   80,895 0 0
ALLY FINL INC COM 02005N100 2,199 95,033 SH   SOLE   95,033 0 0
AMEREN CORP COM 023608102 13,835 360,959 SH   SOLE   360,959 0 0
AMERICAN ELEC PWR INC COM 025537101 21,083 403,821 SH   SOLE   403,821 0 0
AMERICAN EXPRESS CO COM 025816109 192 2,200 SH   SOLE   2,200 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 4,101 70,856 SH   SOLE   70,856 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 956 17,700 SH   SOLE   17,700 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 173 3,604 SH   SOLE   3,604 0 0
AMERISOURCEBERGEN CORP COM 03073E105 35,601 460,560 SH   SOLE   460,560 0 0
AMSURG CORP COM 03232P405 3,909 78,109 SH   SOLE   78,109 0 0
AMTRUST FINL SVCS INC COM 032359309 9,122 229,088 SH   SOLE   229,088 0 0
APPLE INC COM 037833100 58,556 581,210 SH   SOLE   581,210 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,131 80,853 SH   SOLE   80,853 0 0
ARRIS GROUP INC NEW COM 04270V106 5,337 188,228 SH   SOLE   188,228 0 0
ARROW ELECTRS INC COM 042735100 664 12,000 SH   SOLE   12,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,070 54,888 SH   SOLE   54,888 0 0
ASSURANT INC COM 04621X108 17,482 271,888 SH   SOLE   271,888 0 0
AT&T INC COM 00206R102 24,785 703,329 SH   SOLE   703,329 0 0
ATMOS ENERGY CORP COM 049560105 3,128 65,580 SH   SOLE   65,580 0 0
AUTOZONE INC COM 053332102 7,599 14,911 SH   SOLE   14,911 0 0
AVIS BUDGET GROUP COM 053774105 24,015 437,520 SH   SOLE   437,520 0 0
AVON PRODS INC COM 054303102 2,469 196,000 SH   SOLE   196,000 0 0
BAKER HUGHES INC COM 057224107 32,732 503,115 SH   SOLE   503,115 0 0
BALL CORP COM 058498106 23,535 371,991 SH   SOLE   371,991 0 0
BANK AMER CORP COM 060505104 63 3,750 SH   SOLE   3,750 0 0
BARD C R INC COM 067383109 12,262 85,927 SH   SOLE   85,927 0 0
BAXTER INTL INC COM 071813109 2,468 34,400 SH   SOLE   34,400 0 0
BERKLEY W R CORP COM 084423102 2,479 51,877 SH   SOLE   51,877 0 0
BIO RAD LABS INC CL A 090572207 304 2,684 SH   SOLE   2,684 0 0
BIOGEN IDEC INC COM 09062X103 25,542 77,210 SH   SOLE   77,210 0 0
BLACK HILLS CORP COM 092113109 217 4,534 SH   SOLE   4,534 0 0
BORGWARNER INC COM 099724106 2,188 41,600 SH   SOLE   41,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18,940 1,603,800 SH   SOLE   1,603,800 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,668 40,076 SH   SOLE   40,076 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 6,742 620,304 SH   SOLE   620,304 0 0
BUNGE LIMITED COM G16962105 496 5,900 SH   SOLE   5,900 0 0
CABELAS INC COM 126804301 1,496 25,400 SH   SOLE   25,400 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 1,029 58,800 SH   SOLE   58,800 0 0
CALPINE CORP COM NEW 131347304 2,428 111,900 SH   SOLE   111,900 0 0
CAPITAL ONE FINL CORP COM 14040H105 8,012 98,173 SH   SOLE   98,173 0 0
CARRIZO OIL & GAS INC COM 144577103 5,155 95,786 SH   SOLE   95,786 0 0
CATAMARAN CORP COM 148887102 2,363 56,000 SH   SOLE   56,000 0 0
CATERPILLAR INC DEL COM 149123101 2,228 22,500 SH   SOLE   22,500 0 0
CBRE GROUP INC CL A 12504L109 398 13,400 SH   SOLE   13,400 0 0
CBS CORP NEW CL B 124857202 2,172 40,600 SH   SOLE   40,600 0 0
CDW CORP COM 12514G108 2,184 70,360 SH   SOLE   70,360 0 0
CENTENE CORP DEL COM 15135B101 6,891 83,321 SH   SOLE   83,321 0 0
CF INDS HLDGS INC COM 125269100 66 237 SH   SOLE   237 0 0
CHARLES RIV LABS INTL INC COM 159864107 765 12,817 SH   SOLE   12,817 0 0
CHENIERE ENERGY INC COM NEW 16411R208 384 4,800 SH   SOLE   4,800 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,462 107,100 SH   SOLE   107,100 0 0
CHEVRON CORP NEW COM 166764100 3,013 25,255 SH   SOLE   25,255 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,533 3,800 SH   SOLE   3,800 0 0
CIGNA CORPORATION COM 125509109 8,071 89,002 SH   SOLE   89,002 0 0
CIMAREX ENERGY CO COM 171798101 2,416 19,100 SH   SOLE   19,100 0 0
CIT GROUP INC COM NEW 125581801 4,064 88,427 SH   SOLE   88,427 0 0
CITIGROUP INC COM NEW 172967424 1 22 SH   SOLE   22 0 0
CITY NATL CORP COM 178566105 2,088 27,600 SH   SOLE   27,600 0 0
CNO FINL GROUP INC COM 12621E103 243 14,360 SH   SOLE   14,360 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 4,767 107,468 SH   SOLE   107,468 0 0
COLFAX CORP COM 194014106 1,646 28,900 SH   SOLE   28,900 0 0
COMCAST CORP NEW CL A SPL 20030N200 1,517 28,363 SH   SOLE   28,363 0 0
COMERICA INC COM 200340107 3,990 80,035 SH   SOLE   80,035 0 0
COMMSCOPE HLDG CO INC COM 20337X109 2,216 92,705 SH   SOLE   92,705 0 0
CONOCOPHILLIPS COM 20825C104 3,598 47,032 SH   SOLE   47,032 0 0
COVANCE INC COM 222816100 4,880 62,014 SH   SOLE   62,014 0 0
CREDIT ACCEP CORP MICH COM 225310101 477 3,784 SH   SOLE   3,784 0 0
CVS HEALTH CORP COM 126650100 6,875 86,387 SH   SOLE   86,387 0 0
DDR CORP COM 23317H102 1,582 94,600 SH   SOLE   94,600 0 0
DEERE & CO COM 244199105 1,549 18,900 SH   SOLE   18,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,446 427,283 SH   SOLE   427,283 0 0
DELUXE CORP COM 248019101 988 17,912 SH   SOLE   17,912 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 767 20,589 SH   SOLE   20,589 0 0
DOLBY LABORATORIES INC COM 25659T107 2,169 51,908 SH   SOLE   51,908 0 0
DOLLAR GEN CORP NEW COM 256677105 2,426 39,700 SH   SOLE   39,700 0 0
DOLLAR TREE INC COM 256746108 10,650 189,954 SH   SOLE   189,954 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 2,789 43,371 SH   SOLE   43,371 0 0
DRIL-QUIP INC COM 262037104 384 4,300 SH   SOLE   4,300 0 0
DST SYS INC DEL COM 233326107 377 4,497 SH   SOLE   4,497 0 0
DTE ENERGY CO COM 233331107 10,007 131,537 SH   SOLE   131,537 0 0
DUKE REALTY CORP COM NEW 264411505 1,659 96,600 SH   SOLE   96,600 0 0
E M C CORP MASS COM 268648102 58 2,000 SH   SOLE   2,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,413 92,153 SH   SOLE   92,153 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 63 1,442 SH   SOLE   1,442 0 0
EMERSON ELEC CO COM 291011104 2,002 32,000 SH   SOLE   32,000 0 0
ENTERGY CORP NEW COM 29364G103 23,608 305,237 SH   SOLE   305,237 0 0
EOG RES INC COM 26875P101 6,293 63,560 SH   SOLE   63,560 0 0
EURONET WORLDWIDE INC COM 298736109 1,690 35,366 SH   SOLE   35,366 0 0
EXELON CORP COM 30161N101 23,618 692,830 SH   SOLE   692,830 0 0
EXPEDIA INC DEL COM NEW 30212P303 35,351 403,462 SH   SOLE   403,462 0 0
EXXON MOBIL CORP COM 30231G102 15,884 168,854 SH   SOLE   168,854 0 0
F M C CORP COM NEW 302491303 2,144 37,500 SH   SOLE   37,500 0 0
FACEBOOK INC CL A 30303M102 8,318 105,247 SH   SOLE   105,247 0 0
FACTSET RESH SYS INC COM 303075105 5,723 47,097 SH   SOLE   47,097 0 0
FIRSTENERGY CORP COM 337932107 2,279 67,900 SH   SOLE   67,900 0 0
FISERV INC COM 337738108 268 4,160 SH   SOLE   4,160 0 0
FLUOR CORP NEW COM 343412102 915 13,700 SH   SOLE   13,700 0 0
FMC TECHNOLOGIES INC COM 30249U101 1,021 18,800 SH   SOLE   18,800 0 0
FOOT LOCKER INC COM 344849104 5,173 92,968 SH   SOLE   92,968 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,225 150,500 SH   SOLE   150,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 117 3,600 SH   SOLE   3,600 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 1,583 81,100 SH   SOLE   81,100 0 0
GANNETT INC COM 364730101 2,317 78,100 SH   SOLE   78,100 0 0
GAP INC DEL COM 364760108 7,265 174,265 SH   SOLE   174,265 0 0
GENERAL ELECTRIC CO COM 369604103 4,727 184,535 SH   SOLE   184,535 0 0
GENERAL MLS INC COM 370334104 2,048 40,600 SH   SOLE   40,600 0 0
GENERAL MTRS CO COM 37045V100 2,456 76,900 SH   SOLE   76,900 0 0
GENESEE & WYO INC CL A 371559105 1,248 13,100 SH   SOLE   13,100 0 0
GENWORTH FINL INC COM CL A 37247D106 26,230 2,002,362 SH   SOLE   2,002,362 0 0
GILEAD SCIENCES INC COM 375558103 6,538 61,423 SH   SOLE   61,423 0 0
GOOGLE INC CL C 38259P706 11,920 20,647 SH   SOLE   20,647 0 0
GRACE W R & CO DEL NEW COM 38388F108 918 10,100 SH   SOLE   10,100 0 0
GRAND CANYON ED INC COM 38526M106 289 7,093 SH   SOLE   7,093 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 8,728 702,205 SH   SOLE   702,205 0 0
GREAT PLAINS ENERGY INC COM 391164100 17,248 713,616 SH   SOLE   713,616 0 0
HALLIBURTON CO COM 406216101 6,853 106,241 SH   SOLE   106,241 0 0
HANOVER INS GROUP INC COM 410867105 2,179 35,493 SH   SOLE   35,493 0 0
HARMAN INTL INDS INC COM 413086109 2,186 22,300 SH   SOLE   22,300 0 0
HARRIS CORP DEL COM 413875105 816 12,300 SH   SOLE   12,300 0 0
HCA HOLDINGS INC COM 40412C101 25,639 363,581 SH   SOLE   363,581 0 0
HCC INS HLDGS INC COM 404132102 415 8,600 SH   SOLE   8,600 0 0
HEALTH NET INC COM 42222G108 6,922 150,121 SH   SOLE   150,121 0 0
HEALTHSOUTH CORP COM NEW 421924309 4,080 110,594 SH   SOLE   110,594 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,292 90,300 SH   SOLE   90,300 0 0
HEWLETT PACKARD CO COM 428236103 31,539 889,184 SH   SOLE   889,184 0 0
HOME DEPOT INC COM 437076102 43,267 471,628 SH   SOLE   471,628 0 0
HSN INC COM 404303109 2,971 48,427 SH   SOLE   48,427 0 0
HUMANA INC COM 444859102 2,736 21,004 SH   SOLE   21,004 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 26,368 253,030 SH   SOLE   253,030 0 0
HUNTSMAN CORP COM 447011107 1,439 55,400 SH   SOLE   55,400 0 0
IDACORP INC COM 451107106 583 10,878 SH   SOLE   10,878 0 0
IDEX CORP COM 45167R104 1,172 16,200 SH   SOLE   16,200 0 0
IDEXX LABS INC COM 45168D104 12,331 104,652 SH   SOLE   104,652 0 0
IHS INC CL A 451734107 2,428 19,400 SH   SOLE   19,400 0 0
INGRAM MICRO INC CL A 457153104 6,902 267,447 SH   SOLE   267,447 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 1,121 17,300 SH   SOLE   17,300 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,793 9,446 SH   SOLE   9,446 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,061 21,500 SH   SOLE   21,500 0 0
INTUIT COM 461202103 17,921 204,465 SH   SOLE   204,465 0 0
ITC HLDGS CORP COM 465685105 1,281 35,976 SH   SOLE   35,976 0 0
JABIL CIRCUIT INC COM 466313103 2,432 120,600 SH   SOLE   120,600 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 2,436 49,900 SH   SOLE   49,900 0 0
JANUS CAP GROUP INC COM 47102X105 1,216 83,666 SH   SOLE   83,666 0 0
JARDEN CORP COM 471109108 1,172 19,500 SH   SOLE   19,500 0 0
JOHNSON & JOHNSON COM 478160104 7,365 69,097 SH   SOLE   69,097 0 0
JOY GLOBAL INC COM 481165108 1,412 25,900 SH   SOLE   25,900 0 0
JPMORGAN CHASE & CO COM 46625H100 2,981 49,490 SH   SOLE   49,490 0 0
KIMBERLY CLARK CORP COM 494368103 10,852 100,886 SH   SOLE   100,886 0 0
KROGER CO COM 501044101 35,197 676,883 SH   SOLE   676,883 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 606 5,965 SH   SOLE   5,965 0 0
LAUDER ESTEE COS INC CL A 518439104 7,920 105,997 SH   SOLE   105,997 0 0
LEAR CORP COM NEW 521865204 20,422 236,344 SH   SOLE   236,344 0 0
LENNOX INTL INC COM 526107107 18,350 238,715 SH   SOLE   238,715 0 0
LEUCADIA NATL CORP COM 527288104 26 1,100 SH   SOLE   1,100 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 9,165 200,436 SH   SOLE   200,436 0 0
LIBERTY PPTY TR SH BEN INT 531172104 1,366 41,100 SH   SOLE   41,100 0 0
LINCOLN NATL CORP IND COM 534187109 30,445 568,229 SH   SOLE   568,229 0 0
LOEWS CORP COM 540424108 741 17,800 SH   SOLE   17,800 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 1,200 18,000 SH   SOLE   18,000 0 0
MACYS INC COM 55616P104 1,437 24,700 SH   SOLE   24,700 0 0
MANHATTAN ASSOCS INC COM 562750109 3,937 117,819 SH   SOLE   117,819 0 0
MANPOWERGROUP INC COM 56418H100 4,752 67,796 SH   SOLE   67,796 0 0
MARATHON PETE CORP COM 56585A102 218 2,583 SH   SOLE   2,583 0 0
MASTERCARD INC CL A 57636Q104 38,844 525,488 SH   SOLE   525,488 0 0
MCCORMICK & CO INC COM NON VTG 579780206 715 10,700 SH   SOLE   10,700 0 0
MCDONALDS CORP COM 580135101 1,033 10,900 SH   SOLE   10,900 0 0
MCKESSON CORP COM 58155Q103 37,313 191,678 SH   SOLE   191,678 0 0
MDU RES GROUP INC COM 552690109 5,315 191,119 SH   SOLE   191,119 0 0
MEDNAX INC COM 58502B106 9,403 171,601 SH   SOLE   171,601 0 0
MEDTRONIC INC COM 585055106 13,754 222,032 SH   SOLE   222,032 0 0
MENS WEARHOUSE INC COM 587118100 4,068 86,148 SH   SOLE   86,148 0 0
METLIFE INC COM 59156R108 1,788 33,300 SH   SOLE   33,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 2,672 10,435 SH   SOLE   10,435 0 0
MICRON TECHNOLOGY INC COM 595112103 39,667 1,157,851 SH   SOLE   1,157,851 0 0
MICROSEMI CORP COM 595137100 797 31,369 SH   SOLE   31,369 0 0
MICROSOFT CORP COM 594918104 12,740 274,812 SH   SOLE   274,812 0 0
MOLSON COORS BREWING CO CL B 60871R209 11,093 149,026 SH   SOLE   149,026 0 0
MOSAIC CO NEW COM 61945C103 2,411 54,300 SH   SOLE   54,300 0 0
MURPHY OIL CORP COM 626717102 398 7,000 SH   SOLE   7,000 0 0
MYRIAD GENETICS INC COM 62855J104 1,121 29,081 SH   SOLE   29,081 0 0
NASDAQ OMX GROUP INC COM 631103108 810 19,095 SH   SOLE   19,095 0 0
NAVIENT CORP COM 63938C108 4,591 259,265 SH   SOLE   259,265 0 0
NEWMARKET CORP COM 651587107 805 2,115 SH   SOLE   2,115 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 32,503 216,169 SH   SOLE   216,169 0 0
OMNICARE INC COM 681904108 11,914 191,364 SH   SOLE   191,364 0 0
ONEOK INC NEW COM 682680103 45 700 SH   SOLE   700 0 0
ORACLE CORP COM 68389X105 155 4,070 SH   SOLE   4,070 0 0
OWENS ILL INC COM NEW 690768403 2,175 83,500 SH   SOLE   83,500 0 0
PAREXEL INTL CORP COM 699462107 2,092 33,171 SH   SOLE   33,171 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,145 158,176 SH   SOLE   158,176 0 0
PFIZER INC COM 717081103 1,071 36,244 SH   SOLE   36,244 0 0
PHILLIPS 66 COM 718546104 1,252 15,400 SH   SOLE   15,400 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 1,584 51,848 SH   SOLE   51,848 0 0
PINNACLE WEST CAP CORP COM 723484101 1,434 26,253 SH   SOLE   26,253 0 0
PITNEY BOWES INC COM 724479100 1,152 46,100 SH   SOLE   46,100 0 0
PLUM CREEK TIMBER CO INC COM 729251108 585 15,000 SH   SOLE   15,000 0 0
PNM RES INC COM 69349H107 2,283 91,632 SH   SOLE   91,632 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 532 10,197 SH   SOLE   10,197 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 10,639 331,252 SH   SOLE   331,252 0 0
PPG INDS INC COM 693506107 11,229 57,080 SH   SOLE   57,080 0 0
PRICELINE GRP INC COM NEW 741503403 37,593 32,448 SH   SOLE   32,448 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,299 43,826 SH   SOLE   43,826 0 0
PRIVATEBANCORP INC COM 742962103 665 22,250 SH   SOLE   22,250 0 0
PROCTER & GAMBLE CO COM 742718109 2,072 24,751 SH   SOLE   24,751 0 0
PRUDENTIAL FINL INC COM 744320102 2,485 28,262 SH   SOLE   28,262 0 0
PTC INC COM 69370C100 151 4,113 SH   SOLE   4,113 0 0
PUBLIC STORAGE COM 74460D109 1,061 6,400 SH   SOLE   6,400 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 12,791 343,479 SH   SOLE   343,479 0 0
PULTE GROUP INC COM 745867101 2,339 132,500 SH   SOLE   132,500 0 0
QUALCOMM INC COM 747525103 16,303 218,044 SH   SOLE   218,044 0 0
QUANTA SVCS INC COM 74762E102 631 17,400 SH   SOLE   17,400 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 3,376 60,529 SH   SOLE   60,529 0 0
RALPH LAUREN CORP CL A 751212101 2,454 14,900 SH   SOLE   14,900 0 0
RANGE RES CORP COM 75281A109 2,386 35,200 SH   SOLE   35,200 0 0
RAYONIER INC COM 754907103 1,482 47,600 SH   SOLE   47,600 0 0
REALOGY HLDGS CORP COM 75605Y106 2,232 60,000 SH   SOLE   60,000 0 0
RED HAT INC COM 756577102 2,448 43,600 SH   SOLE   43,600 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 4,155 51,857 SH   SOLE   51,857 0 0
REPUBLIC SVCS INC COM 760759100 132 3,400 SH   SOLE   3,400 0 0
RF MICRODEVICES INC COM 749941100 22,592 1,957,754 SH   SOLE   1,957,754 0 0
RITE AID CORP COM 767754104 7,787 1,608,934 SH   SOLE   1,608,934 0 0
ROCK-TENN CO CL A 772739207 1,275 26,800 SH   SOLE   26,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,351 21,400 SH   SOLE   21,400 0 0
SCHEIN HENRY INC COM 806407102 112 968 SH   SOLE   968 0 0
SEI INVESTMENTS CO COM 784117103 1,561 43,185 SH   SOLE   43,185 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 585 28,000 SH   SOLE   28,000 0 0
SHERWIN WILLIAMS CO COM 824348106 13,158 60,085 SH   SOLE   60,085 0 0
SHUTTERSTOCK INC COM 825690100 1,432 20,062 SH   SOLE   20,062 0 0
SKECHERS U S A INC CL A 830566105 2,174 40,795 SH   SOLE   40,795 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 35,213 606,602 SH   SOLE   606,602 0 0
SM ENERGY CO COM 78454L100 13,273 170,167 SH   SOLE   170,167 0 0
SMUCKER J M CO COM NEW 832696405 2,237 22,600 SH   SOLE   22,600 0 0
SNAP ON INC COM 833034101 1,029 8,500 SH   SOLE   8,500 0 0
SOUTHWEST AIRLS CO COM 844741108 34,504 1,021,757 SH   SOLE   1,021,757 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,446 70,000 SH   SOLE   70,000 0 0
SPECTRA ENERGY CORP COM 847560109 1,299 33,100 SH   SOLE   33,100 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 269 7,084 SH   SOLE   7,084 0 0
SPIRIT AIRLS INC COM 848577102 9,637 139,397 SH   SOLE   139,397 0 0
SPX CORP COM 784635104 1,671 17,800 SH   SOLE   17,800 0 0
STANCORP FINL GROUP INC COM 852891100 3,431 54,315 SH   SOLE   54,315 0 0
STANLEY BLACK & DECKER INC COM 854502101 799 9,000 SH   SOLE   9,000 0 0
STARWOOD PPTY TR INC COM 85571B105 155 7,100 SH   SOLE   7,100 0 0
STRYKER CORP COM 863667101 1,082 13,400 SH   SOLE   13,400 0 0
SYMETRA FINL CORP COM 87151Q106 7,053 302,350 SH   SOLE   302,350 0 0
SYNTEL INC COM 87162H103 867 9,870 SH   SOLE   9,870 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 1,238 21,361 SH   SOLE   21,361 0 0
TELEFLEX INC COM 879369106 915 8,712 SH   SOLE   8,712 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 473 19,753 SH   SOLE   19,753 0 0
THE ADT CORPORATION COM 00101J106 425 12,000 SH   SOLE   12,000 0 0
THOMSON REUTERS CORP COM 884903105 357 9,800 SH   SOLE   9,800 0 0
TIFFANY & CO NEW COM 886547108 260 2,700 SH   SOLE   2,700 0 0
TJX COS INC NEW COM 872540109 1,098 18,563 SH   SOLE   18,563 0 0
T-MOBILE US INC COM 872590104 12,115 419,662 SH   SOLE   419,662 0 0
TOLL BROTHERS INC COM 889478103 2,308 74,100 SH   SOLE   74,100 0 0
TORCHMARK CORP COM 891027104 1,351 25,798 SH   SOLE   25,798 0 0
TORO CO COM 891092108 5,314 89,723 SH   SOLE   89,723 0 0
TOWERS WATSON & CO CL A 891894107 925 9,300 SH   SOLE   9,300 0 0
TRANSDIGM GROUP INC COM 893641100 589 3,200 SH   SOLE   3,200 0 0
TRAVELERS COMPANIES INC COM 89417E109 11,322 120,529 SH   SOLE   120,529 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 862 25,902 SH   SOLE   25,902 0 0
TYSON FOODS INC CL A 902494103 14,557 369,771 SH   SOLE   369,771 0 0
U S G CORP COM NEW 903293405 247 9,000 SH   SOLE   9,000 0 0
U S SILICA HLDGS INC COM 90346E103 31,217 499,405 SH   SOLE   499,405 0 0
UGI CORP NEW COM 902681105 5,010 146,980 SH   SOLE   146,980 0 0
UNION PAC CORP COM 907818108 514 4,746 SH   SOLE   4,746 0 0
UNIT CORP COM 909218109 235 4,018 SH   SOLE   4,018 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,651 16,800 SH   SOLE   16,800 0 0
UNITED RENTALS INC COM 911363109 136 1,233 SH   SOLE   1,233 0 0
UNITED STATES STL CORP NEW COM 912909108 2,314 59,100 SH   SOLE   59,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,428 23,000 SH   SOLE   23,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 15,162 117,851 SH   SOLE   117,851 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,567 15,000 SH   SOLE   15,000 0 0
UNUM GROUP COM 91529Y106 7,470 217,305 SH   SOLE   217,305 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,197 47,500 SH   SOLE   47,500 0 0
VANTIV INC CL A 92210H105 5,802 187,790 SH   SOLE   187,790 0 0
VARIAN MED SYS INC COM 92220P105 833 10,400 SH   SOLE   10,400 0 0
VECTREN CORP COM 92240G101 3,538 88,692 SH   SOLE   88,692 0 0
VERISIGN INC COM 92343E102 21,673 393,197 SH   SOLE   393,197 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 29,283 585,786 SH   SOLE   585,786 0 0
VOYA FINL INC COM 929089100 14,942 382,170 SH   SOLE   382,170 0 0
W P CAREY INC COM 92936U109 1,090 17,100 SH   SOLE   17,100 0 0
WABCO HLDGS INC COM 92927K102 275 3,028 SH   SOLE   3,028 0 0
WADDELL & REED FINL INC CL A 930059100 28,876 558,597 SH   SOLE   558,597 0 0
WASTE CONNECTIONS INC COM 941053100 106 2,200 SH   SOLE   2,200 0 0
WELLPOINT INC COM 94973V107 36,986 309,202 SH   SOLE   309,202 0 0
WELLS FARGO & CO NEW COM 949746101 4,445 85,710 SH   SOLE   85,710 0 0
WESTAR ENERGY INC COM 95709T100 8,016 234,950 SH   SOLE   234,950 0 0
WESTERN ALLIANCE BANCORP COM 957638109 238 9,983 SH   SOLE   9,983 0 0
WESTERN DIGITAL CORP COM 958102105 4,355 44,759 SH   SOLE   44,759 0 0
WESTERN UN CO COM 959802109 1,413 88,100 SH   SOLE   88,100 0 0
WESTLAKE CHEM CORP COM 960413102 2,106 24,326 SH   SOLE   24,326 0 0
WHITING PETE CORP NEW COM 966387102 338 4,368 SH   SOLE   4,368 0 0
WINTRUST FINL CORP COM 97650W108 535 11,986 SH   SOLE   11,986 0 0
WISCONSIN ENERGY CORP COM 976657106 77 1,800 SH   SOLE   1,800 0 0
WORTHINGTON INDS INC COM 981811102 209 5,632 SH   SOLE   5,632 0 0
WPX ENERGY INC COM 98212B103 2,504 104,100 SH   SOLE   104,100 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 686 8,443 SH   SOLE   8,443 0 0
XYLEM INC COM 98419M100 131 3,700 SH   SOLE   3,700 0 0
YELP INC CL A 985817105 2,375 34,800 SH   SOLE   34,800 0 0