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
3M CO COM 88579Y101 14,456 93,692 SH   SOLE   0 93,692 0
ABBVIE INC COM 00287Y109 2,164 32,212 SH   SOLE   0 32,212 0
ABIOMED INC COM 003654100 697 10,615 SH   SOLE   0 10,615 0
ACUITY BRANDS INC COM 00508Y102 4,665 25,920 SH   SOLE   0 25,920 0
AETNA INC NEW COM 00817Y108 19,862 155,832 SH   SOLE   0 155,832 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,356 61,090 SH   SOLE   0 61,090 0
AIR PRODS & CHEMS INC COM 009158106 1,067 7,800 SH   SOLE   0 7,800 0
ALASKA AIR GROUP INC COM 011659109 19,085 296,213 SH   SOLE   0 296,213 0
ALBEMARLE CORP COM 012653101 121 2,200 SH   SOLE   0 2,200 0
ALCOA INC COM 013817101 258 23,200 SH   SOLE   0 23,200 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,741 76,015 SH   SOLE   0 76,015 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 0 25,800 SH   SOLE   0 25,800 0
ALLSTATE CORP COM 020002101 5,390 83,098 SH   SOLE   0 83,098 0
ALTRIA GROUP INC COM 02209S103 29,663 606,921 SH   SOLE   0 606,921 0
AMBARELLA INC SHS G037AX101 22,146 215,664 SH   SOLE   0 215,664 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 91 5,341 SH   SOLE   0 5,341 0
AMERICAN ELEC PWR INC COM 025537101 669 12,639 SH   SOLE   0 12,639 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 1,333 49,441 SH   SOLE   0 49,441 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,524 23,432 SH   SOLE   0 23,432 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,347 54,150 SH   SOLE   0 54,150 0
AMERICAN WTR WKS CO INC NEW COM 030420103 461 9,500 SH   SOLE   0 9,500 0
AMERIPRISE FINL INC COM 03076C106 24,495 196,077 SH   SOLE   0 196,077 0
AMERISOURCEBERGEN CORP COM 03073E105 64,702 608,445 SH   SOLE   0 608,445 0
AMGEN INC COM 031162100 74,723 486,737 SH   SOLE   0 486,737 0
AMTRUST FINL SVCS INC COM 032359309 31,991 488,340 SH   SOLE   0 488,340 0
ANTHEM INC COM 036752103 57,577 350,784 SH   SOLE   0 350,784 0
APPLE INC COM 037833100 102,630 818,258 SH   SOLE   0 818,258 0
ARISTA NETWORKS INC COM 040413106 520 6,373 SH   SOLE   0 6,373 0
ASHLAND INC NEW COM 044209104 1,133 9,300 SH   SOLE   0 9,300 0
ASPEN TECHNOLOGY INC COM 045327103 3,924 86,161 SH   SOLE   0 86,161 0
AT&T INC COM 00206R102 34 964 SH   SOLE   0 964 0
AUTOZONE INC COM 053332102 2,130 3,194 SH   SOLE   0 3,194 0
AVERY DENNISON CORP COM 053611109 17,682 290,155 SH   SOLE   0 290,155 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 328 35,900 SH   SOLE   0 35,900 0
BARD C R INC COM 067383109 1,441 8,447 SH   SOLE   0 8,447 0
BERKLEY W R CORP COM 084423102 5 109 SH   SOLE   0 109 0
BIG LOTS INC COM 089302103 18,049 401,068 SH   SOLE   0 401,068 0
BIOGEN INC COM 09062X103 68,751 170,203 SH   SOLE   0 170,203 0
BLOCK H & R INC COM 093671105 6,392 215,597 SH   SOLE   0 215,597 0
BORGWARNER INC COM 099724106 466 8,200 SH   SOLE   0 8,200 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,100 22,000 SH   SOLE   0 22,000 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 22 1,884 SH   SOLE   0 1,884 0
BURLINGTON STORES INC COM 122017106 912 17,814 SH   SOLE   0 17,814 0
CABOT OIL & GAS CORP COM 127097103 1,015 32,200 SH   SOLE   0 32,200 0
CAL MAINE FOODS INC COM NEW 128030202 5,220 100,015 SH   SOLE   0 100,015 0
CAMERON INTERNATIONAL CORP COM 13342B105 2,076 39,643 SH   SOLE   0 39,643 0
CBS CORP NEW CL B 124857202 1,093 19,700 SH   SOLE   0 19,700 0
CDW CORP COM 12514G108 6,626 193,299 SH   SOLE   0 193,299 0
CELGENE CORP COM 151020104 75,324 650,837 SH   SOLE   0 650,837 0
CENTENE CORP DEL COM 15135B101 68,612 853,389 SH   SOLE   0 853,389 0
CENTURYLINK INC COM 156700106 20,421 695,066 SH   SOLE   0 695,066 0
CERNER CORP COM 156782104 1,441 20,879 SH   SOLE   0 20,879 0
CHENIERE ENERGY INC COM NEW 16411R208 1,135 16,400 SH   SOLE   0 16,400 0
CHESAPEAKE ENERGY CORP COM 165167107 1,073 96,100 SH   SOLE   0 96,100 0
CHEVRON CORP NEW COM 166764100 12,388 128,417 SH   SOLE   0 128,417 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 23,883 39,478 SH   SOLE   0 39,478 0
CHUBB CORP COM 171232101 11,643 122,379 SH   SOLE   0 122,379 0
CINTAS CORP COM 172908105 42,536 502,852 SH   SOLE   0 502,852 0
CISCO SYS INC COM 17275R102 8,832 321,657 SH   SOLE   0 321,657 0
CITIGROUP INC COM NEW 172967424 39,395 713,169 SH   SOLE   0 713,169 0
CITRIX SYS INC COM 177376100 943 13,449 SH   SOLE   0 13,449 0
COACH INC COM 189754104 747 21,600 SH   SOLE   0 21,600 0
COLFAX CORP COM 194014106 1,006 21,800 SH   SOLE   0 21,800 0
COMCAST CORP NEW CL A SPL 20030N200 2,166 36,148 SH   SOLE   0 36,148 0
COMPUTER SCIENCES CORP COM 205363104 715 10,900 SH   SOLE   0 10,900 0
CONCHO RES INC COM 20605P101 1,172 10,300 SH   SOLE   0 10,300 0
CONSOL ENERGY INC COM 20854P109 260 12,000 SH   SOLE   0 12,000 0
CONSTELLATION BRANDS INC CL A 21036P108 1,136 9,800 SH   SOLE   0 9,800 0
CONTINENTAL RESOURCES INC COM 212015101 1,114 26,300 SH   SOLE   0 26,300 0
CPFL ENERGIA S A SPONSORED ADR 126153105 337 27,552 SH   SOLE   0 27,552 0
CREDIT ACCEP CORP MICH COM 225310101 3,341 13,574 SH   SOLE   0 13,574 0
CVR ENERGY INC COM 12662P108 614 16,335 SH   SOLE   0 16,335 0
CVS HEALTH CORP COM 126650100 33,934 323,557 SH   SOLE   0 323,557 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,104 13,900 SH   SOLE   0 13,900 0
DDR CORP COM 23317H102 587 38,000 SH   SOLE   0 38,000 0
DELUXE CORP COM 248019101 4,398 70,943 SH   SOLE   0 70,943 0
DENBURY RES INC COM NEW 247916208 9,217 1,449,355 SH   SOLE   0 1,449,355 0
DEVON ENERGY CORP NEW COM 25179M103 81 1,370 SH   SOLE   0 1,370 0
DICKS SPORTING GOODS INC COM 253393102 1,619 31,277 SH   SOLE   0 31,277 0
DISCOVER FINL SVCS COM 254709108 13,676 237,363 SH   SOLE   0 237,363 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 421 13,554 SH   SOLE   0 13,554 0
DISNEY WALT CO COM DISNEY 254687106 19,974 174,998 SH   SOLE   0 174,998 0
DOLBY LABORATORIES INC COM 25659T107 1,773 44,705 SH   SOLE   0 44,705 0
DOLLAR GEN CORP NEW COM 256677105 83 1,074 SH   SOLE   0 1,074 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 52,259 716,859 SH   SOLE   0 716,859 0
DRIL-QUIP INC COM 262037104 2,607 34,652 SH   SOLE   0 34,652 0
DU PONT E I DE NEMOURS & CO COM 263534109 1,080 16,900 SH   SOLE   0 16,900 0
EATON VANCE CORP COM NON VTG 278265103 4,844 123,804 SH   SOLE   0 123,804 0
ECOLAB INC COM 278865100 169 1,500 SH   SOLE   0 1,500 0
EDISON INTL COM 281020107 3,052 54,922 SH   SOLE   0 54,922 0
EDWARDS LIFESCIENCES CORP COM 28176E108 33,385 234,398 SH   SOLE   0 234,398 0
ELECTRONIC ARTS INC COM 285512109 67,948 1,021,779 SH   SOLE   0 1,021,779 0
EMERSON ELEC CO COM 291011104 1,075 19,400 SH   SOLE   0 19,400 0
ENTERGY CORP NEW COM 29364G103 9,047 128,328 SH   SOLE   0 128,328 0
EOG RES INC COM 26875P101 23 264 SH   SOLE   0 264 0
EXELON CORP COM 30161N101 1,102 35,100 SH   SOLE   0 35,100 0
EXPEDIA INC DEL COM NEW 30212P303 25,085 229,404 SH   SOLE   0 229,404 0
EXXON MOBIL CORP COM 30231G102 64,750 778,257 SH   SOLE   0 778,257 0
F M C CORP COM NEW 302491303 1,024 19,500 SH   SOLE   0 19,500 0
F5 NETWORKS INC COM 315616102 63,339 526,294 SH   SOLE   0 526,294 0
FACTSET RESH SYS INC COM 303075105 37,196 228,886 SH   SOLE   0 228,886 0
FAIR ISAAC CORP COM 303250104 3,245 35,746 SH   SOLE   0 35,746 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 1,160 98,793 SH   SOLE   0 98,793 0
FEDEX CORP COM 31428X106 1,107 6,500 SH   SOLE   0 6,500 0
FIRSTENERGY CORP COM 337932107 751 23,100 SH   SOLE   0 23,100 0
FMC TECHNOLOGIES INC COM 30249U101 1,145 27,600 SH   SOLE   0 27,600 0
FOOT LOCKER INC COM 344849104 33,855 505,229 SH   SOLE   0 505,229 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 59 1,300 SH   SOLE   0 1,300 0
GAP INC DEL COM 364760108 8,509 222,941 SH   SOLE   0 222,941 0
GENERAL ELECTRIC CO COM 369604103 4,934 185,722 SH   SOLE   0 185,722 0
GENERAL MTRS CO COM 37045V100 1,109 33,300 SH   SOLE   0 33,300 0
GENWORTH FINL INC COM CL A 37247D106 15 2,001 SH   SOLE   0 2,001 0
GILEAD SCIENCES INC COM 375558103 82,734 706,652 SH   SOLE   0 706,652 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,127 5,400 SH   SOLE   0 5,400 0
GOOGLE INC CL A 38259P508 483 896 SH   SOLE   0 896 0
GOOGLE INC CL C 38259P706 17,452 33,530 SH   SOLE   0 33,530 0
GOPRO INC CL A 38268T103 48,008 910,637 SH   SOLE   0 910,637 0
GRAINGER W W INC COM 384802104 591 2,500 SH   SOLE   0 2,500 0
GRAND CANYON ED INC COM 38526M106 1,096 25,871 SH   SOLE   0 25,871 0
GREAT PLAINS ENERGY INC COM 391164100 433 17,961 SH   SOLE   0 17,961 0
GROUPON INC COM CL A 399473107 1,345 267,491 SH   SOLE   0 267,491 0
HALLIBURTON CO COM 406216101 2,929 68,006 SH   SOLE   0 68,006 0
HARRIS CORP DEL COM 413875105 23,010 299,187 SH   SOLE   0 299,187 0
HCA HOLDINGS INC COM 40412C101 27,046 298,136 SH   SOLE   0 298,136 0
HEALTH NET INC COM 42222G108 36,344 566,819 SH   SOLE   0 566,819 0
HENRY JACK & ASSOC INC COM 426281101 1,577 24,379 SH   SOLE   0 24,379 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,021 56,400 SH   SOLE   0 56,400 0
HNI CORP COM 404251100 1,867 36,510 SH   SOLE   0 36,510 0
HOLLYFRONTIER CORP COM 436106108 2,038 47,752 SH   SOLE   0 47,752 0
HOME DEPOT INC COM 437076102 15,665 140,967 SH   SOLE   0 140,967 0
ICICI BK LTD ADR 45104G104 239 23,000 SH   SOLE   0 23,000 0
INFOSYS LTD SPONSORED ADR 456788108 168 10,600 SH   SOLE   0 10,600 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 5,972 275,209 SH   SOLE   0 275,209 0
INTEL CORP COM 458140100 41,745 1,372,544 SH   SOLE   0 1,372,544 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,095 4,900 SH   SOLE   0 4,900 0
INTL PAPER CO COM 460146103 4,562 95,862 SH   SOLE   0 95,862 0
INTUIT COM 461202103 64,909 644,137 SH   SOLE   0 644,137 0
INVESCO LTD SHS G491BT108 213 5,700 SH   SOLE   0 5,700 0
ISHARES TR GLOBAL ENERG ETF 464287341 35,749 1,022,000 SH   SOLE   0 1,022,000 0
ISHARES TR SELECT DIVID ETF 464287168 1,192 15,860 SH   SOLE   0 15,860 0
JABIL CIRCUIT INC COM 466313103 4,569 214,618 SH   SOLE   0 214,618 0
JANUS CAP GROUP INC COM 47102X105 33,143 1,935,971 SH   SOLE   0 1,935,971 0
JOHNSON & JOHNSON COM 478160104 15,662 160,712 SH   SOLE   0 160,712 0
JPMORGAN CHASE & CO COM 46625H100 2,032 30,002 SH   SOLE   0 30,002 0
KELLOGG CO COM 487836108 144 2,300 SH   SOLE   0 2,300 0
KIMBERLY CLARK CORP COM 494368103 794 7,500 SH   SOLE   0 7,500 0
KINDER MORGAN INC DEL COM 49456B101 667 17,400 SH   SOLE   0 17,400 0
KOHLS CORP COM 500255104 25 400 SH   SOLE   0 400 0
KROGER CO COM 501044101 67,298 928,123 SH   SOLE   0 928,123 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 12,433 102,575 SH   SOLE   0 102,575 0
LAUDER ESTEE COS INC CL A 518439104 64,509 744,401 SH   SOLE   0 744,401 0
LEGG MASON INC COM 524901105 18,370 356,497 SH   SOLE   0 356,497 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 637 12,100 SH   SOLE   0 12,100 0
LINCOLN NATL CORP IND COM 534187109 18,564 313,488 SH   SOLE   0 313,488 0
LINKEDIN CORP COM CL A 53578A108 392 1,900 SH   SOLE   0 1,900 0
LOWES COS INC COM 548661107 68,706 1,025,924 SH   SOLE   0 1,025,924 0
MANHATTAN ASSOCS INC COM 562750109 2,934 49,173 SH   SOLE   0 49,173 0
MARATHON PETE CORP COM 56585A102 5,845 111,740 SH   SOLE   0 111,740 0
MASCO CORP COM 574599106 68 2,570 SH   SOLE   0 2,570 0
MASIMO CORP COM 574795100 868 22,416 SH   SOLE   0 22,416 0
MAXIMUS INC COM 577933104 7,422 112,916 SH   SOLE   0 112,916 0
MEDIVATION INC COM 58501N101 49,248 431,249 SH   SOLE   0 431,249 0
MEDNAX INC COM 58502B106 1,141 15,400 SH   SOLE   0 15,400 0
MERCK & CO INC NEW COM 58933Y105 222 3,900 SH   SOLE   0 3,900 0
METTLER TOLEDO INTERNATIONAL COM 592688105 20,773 60,837 SH   SOLE   0 60,837 0
MICRON TECHNOLOGY INC COM 595112103 1,273 67,593 SH   SOLE   0 67,593 0
MICROSOFT CORP COM 594918104 38,016 861,070 SH   SOLE   0 861,070 0
MOLINA HEALTHCARE INC COM 60855R100 5,659 80,500 SH   SOLE   0 80,500 0
MOLSON COORS BREWING CO CL B 60871R209 34 500 SH   SOLE   0 500 0
MONSANTO CO NEW COM 61166W101 28,885 270,985 SH   SOLE   0 270,985 0
MONSTER BEVERAGE CORP NEW COM 61174X109 63,627 474,762 SH   SOLE   0 474,762 0
MOSAIC CO NEW COM 61945C103 8,070 172,261 SH   SOLE   0 172,261 0
MURPHY OIL CORP COM 626717102 1,130 27,200 SH   SOLE   0 27,200 0
MURPHY USA INC COM 626755102 27 484 SH   SOLE   0 484 0
MYRIAD GENETICS INC COM 62855J104 2,682 78,921 SH   SOLE   0 78,921 0
NEWMARKET CORP COM 651587107 715 1,612 SH   SOLE   0 1,612 0
NEXTERA ENERGY INC COM 65339F101 3,620 36,937 SH   SOLE   0 36,937 0
NIKE INC CL B 654106103 9,513 88,075 SH   SOLE   0 88,075 0
NORTHROP GRUMMAN CORP COM 666807102 64,650 407,557 SH   SOLE   0 407,557 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 2,039 110,325 SH   SOLE   0 110,325 0
NVR INC COM 62944T105 11,859 8,850 SH   SOLE   0 8,850 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 65,816 291,251 SH   SOLE   0 291,251 0
OLD DOMINION FGHT LINES INC COM 679580100 6,950 101,317 SH   SOLE   0 101,317 0
ORACLE CORP COM 68389X105 1,116 27,700 SH   SOLE   0 27,700 0
PACKAGING CORP AMER COM 695156109 1,081 17,300 SH   SOLE   0 17,300 0
PALO ALTO NETWORKS INC COM 697435105 34 200 SH   SOLE   0 200 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 96 10,700 SH   SOLE   0 10,700 0
PFIZER INC COM 717081103 744 22,196 SH   SOLE   0 22,196 0
PG&E CORP COM 69331C108 0 16 SH   SOLE   0 16 0
PHILIP MORRIS INTL INC COM 718172109 16,023 199,872 SH   SOLE   0 199,872 0
PILGRIMS PRIDE CORP NEW COM 72147K108 36,683 1,597,015 SH   SOLE   0 1,597,015 0
PINNACLE WEST CAP CORP COM 723484101 14,422 253,516 SH   SOLE   0 253,516 0
POOL CORPORATION COM 73278L105 4,458 63,532 SH   SOLE   0 63,532 0
PRECISION CASTPARTS CORP COM 740189105 939 4,700 SH   SOLE   0 4,700 0
PRICE T ROWE GROUP INC COM 74144T108 5,094 65,547 SH   SOLE   0 65,547 0
PRIMERICA INC COM 74164M108 2,527 55,314 SH   SOLE   0 55,314 0
PRINCIPAL FINL GROUP INC COM 74251V102 317 6,200 SH   SOLE   0 6,200 0
PROCTER & GAMBLE CO COM 742718109 1,770 22,623 SH   SOLE   0 22,623 0
PRUDENTIAL FINL INC COM 744320102 2,704 30,901 SH   SOLE   0 30,901 0
PUBLIC STORAGE COM 74460D109 1,069 5,800 SH   SOLE   0 5,800 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 3,615 92,053 SH   SOLE   0 92,053 0
QORVO INC COM 74736K101 6,264 78,039 SH   SOLE   0 78,039 0
RED HAT INC COM 756577102 32 426 SH   SOLE   0 426 0
REGENERON PHARMACEUTICALS COM 75886F107 5,125 10,047 SH   SOLE   0 10,047 0
ROBERT HALF INTL INC COM 770323103 46,538 838,540 SH   SOLE   0 838,540 0
ROCKWELL COLLINS INC COM 774341101 27,952 302,676 SH   SOLE   0 302,676 0
ROLLINS INC COM 775711104 10 360 SH   SOLE   0 360 0
ROSS STORES INC COM 778296103 20,766 427,215 SH   SOLE   0 427,215 0
SCHLUMBERGER LTD COM 806857108 24,893 288,827 SH   SOLE   0 288,827 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 32,173 492,169 SH   SOLE   0 492,169 0
SEI INVESTMENTS CO COM 784117103 3,706 75,597 SH   SOLE   0 75,597 0
SHERWIN WILLIAMS CO COM 824348106 36,550 132,901 SH   SOLE   0 132,901 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 0 26,100 SH   SOLE   0 26,100 0
SKECHERS U S A INC CL A 830566105 14,532 132,369 SH   SOLE   0 132,369 0
SKYWORKS SOLUTIONS INC COM 83088M102 69,490 667,533 SH   SOLE   0 667,533 0
SOLARWINDS INC COM 83416B109 10,235 221,890 SH   SOLE   0 221,890 0
SOUTHWEST AIRLS CO COM 844741108 915 27,675 SH   SOLE   0 27,675 0
SPECTRA ENERGY CORP COM 847560109 1,131 34,700 SH   SOLE   0 34,700 0
SPRINGLEAF HLDGS INC COM 85172J101 185 4,034 SH   SOLE   0 4,034 0
SPRINT CORP COM SER 1 85207U105 12 2,800 SH   SOLE   0 2,800 0
ST JUDE MED INC COM 790849103 102 1,400 SH   SOLE   0 1,400 0
STAPLES INC COM 855030102 1,675 109,407 SH   SOLE   0 109,407 0
SYMETRA FINL CORP COM 87151Q106 6,200 256,540 SH   SOLE   0 256,540 0
TABLEAU SOFTWARE INC CL A 87336U105 795 6,900 SH   SOLE   0 6,900 0
TD AMERITRADE HLDG CORP COM 87236Y108 1,137 30,900 SH   SOLE   0 30,900 0
TERADATA CORP DEL COM 88076W103 399 10,800 SH   SOLE   0 10,800 0
TESORO CORP COM 881609101 10 121 SH   SOLE   0 121 0
TIFFANY & CO NEW COM 886547108 468 5,100 SH   SOLE   0 5,100 0
TIME WARNER CABLE INC COM 88732J207 908 5,100 SH   SOLE   0 5,100 0
TJX COS INC NEW COM 872540109 8,490 128,315 SH   SOLE   0 128,315 0
TOLL BROTHERS INC COM 889478103 129 3,400 SH   SOLE   0 3,400 0
TORO CO COM 891092108 5,536 81,683 SH   SOLE   0 81,683 0
TRACTOR SUPPLY CO COM 892356106 2,754 30,625 SH   SOLE   0 30,625 0
TRAVELERS COMPANIES INC COM 89417E109 20,974 217,006 SH   SOLE   0 217,006 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,239 38,484 SH   SOLE   0 38,484 0
TYLER TECHNOLOGIES INC COM 902252105 15 119 SH   SOLE   0 119 0
UGI CORP NEW COM 902681105 2,712 78,741 SH   SOLE   0 78,741 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 64,147 415,330 SH   SOLE   0 415,330 0
ULTRA PETROLEUM CORP COM 903914109 2,372 189,477 SH   SOLE   0 189,477 0
UNION PAC CORP COM 907818108 4,032 42,284 SH   SOLE   0 42,284 0
UNITED TECHNOLOGIES CORP COM 913017109 221 2,000 SH   SOLE   0 2,000 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 64,066 368,302 SH   SOLE   0 368,302 0
UNITEDHEALTH GROUP INC COM 91324P102 35,282 289,204 SH   SOLE   0 289,204 0
URBAN OUTFITTERS INC COM 917047102 3,303 94,389 SH   SOLE   0 94,389 0
VALE S A ADR 91912E105 7 1,200 SH   SOLE   0 1,200 0
VALERO ENERGY CORP NEW COM 91913Y100 37,656 601,544 SH   SOLE   0 601,544 0
VALSPAR CORP COM 920355104 16,835 205,767 SH   SOLE   0 205,767 0
VARIAN MED SYS INC COM 92220P105 5,083 60,282 SH   SOLE   0 60,282 0
VENTAS INC COM 92276F100 1,098 17,700 SH   SOLE   0 17,700 0
VERISK ANALYTICS INC COM 92345Y106 18,020 247,664 SH   SOLE   0 247,664 0
VERIZON COMMUNICATIONS INC COM 92343V104 44,079 945,407 SH   SOLE   0 945,407 0
VOYA FINL INC COM 929089100 41,540 894,191 SH   SOLE   0 894,191 0
VULCAN MATLS CO COM 929160109 528 6,300 SH   SOLE   0 6,300 0
W P CAREY INC COM 92936U109 1,096 18,600 SH   SOLE   0 18,600 0
WAL-MART STORES INC COM 931142103 1,035 14,600 SH   SOLE   0 14,600 0
WASTE MGMT INC DEL COM 94106L109 857 18,500 SH   SOLE   0 18,500 0
WATERS CORP COM 941848103 1,142 8,900 SH   SOLE   0 8,900 0
WELLS FARGO & CO NEW COM 949746101 6,288 111,821 SH   SOLE   0 111,821 0
WESTERN REFNG INC COM 959319104 472 10,829 SH   SOLE   0 10,829 0
WESTERN UN CO COM 959802109 128 6,300 SH   SOLE   0 6,300 0
WHIRLPOOL CORP COM 963320106 1,090 6,300 SH   SOLE   0 6,300 0
WISDOMTREE INVTS INC COM 97717P104 31,579 1,437,736 SH   SOLE   0 1,437,736 0
WYNDHAM WORLDWIDE CORP COM 98310W108 1,024 12,512 SH   SOLE   0 12,512 0
ZIMMER BIOMET HLDGS INC COM 98956P102 644 5,900 SH   SOLE   0 5,900 0