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 66,408 468,424 SH   SOLE 0 468,424 0
ABBOTT LABS COM 002824100 8,573 213,156 SH   SOLE 0 213,156 0
ABBVIE INC COM 00287Y109 659 12,118 SH   SOLE 0 12,118 0
ABIOMED INC COM 003654100 8,948 96,472 SH   SOLE 0 96,472 0
ACUITY BRANDS INC COM 00508Y102 4,635 26,399 SH   SOLE 0 26,399 0
AES CORP COM 00130H105 4,322 441,526 SH   SOLE 0 441,526 0
AETNA INC NEW COM 00817Y108 1,739 15,900 SH   SOLE 0 15,900 0
AIRGAS INC COM 009363102 4,684 52,440 SH   SOLE 0 52,440 0
ALASKA AIR GROUP INC COM 011659109 14,807 186,379 SH   SOLE 0 186,379 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 921 11,600 SH   SOLE 0 11,600 0
ALIGN TECHNOLOGY INC COM 016255101 8,938 157,476 SH   SOLE 0 157,476 0
ALLEGIANT TRAVEL CO COM 01748X102 3,929 18,172 SH   SOLE 0 18,172 0
ALLSTATE CORP COM 020002101 4,671 80,203 SH   SOLE 0 80,203 0
ALTRIA GROUP INC COM 02209S103 35,039 644,112 SH   SOLE 0 644,112 0
AMAZON COM INC COM 023135106 35,939 70,209 SH   SOLE 0 70,209 0
AMBARELLA INC SHS G037AX101 10,018 173,358 SH   SOLE 0 173,358 0
AMEREN CORP COM 023608102 7,998 189,216 SH   SOLE 0 189,216 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 11,805 755,338 SH   SOLE 0 755,338 0
AMERICAN ELEC PWR INC COM 025537101 942 16,581 SH   SOLE 0 16,581 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 1,055 45,269 SH   SOLE 0 45,269 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,614 23,432 SH   SOLE 0 23,432 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,977 87,602 SH   SOLE 0 87,602 0
AMERICAN WTR WKS CO INC NEW COM 030420103 231 4,200 SH   SOLE 0 4,200 0
AMERIPRISE FINL INC COM 03076C106 18 173 SH   SOLE 0 173 0
AMGEN INC COM 031162100 15,094 109,130 SH   SOLE 0 109,130 0
AMTRUST FINL SVCS INC COM 032359309 17,425 276,684 SH   SOLE 0 276,684 0
ANADARKO PETE CORP COM 032511107 229 3,800 SH   SOLE 0 3,800 0
ANALOG DEVICES INC COM 032654105 7 132 SH   SOLE 0 132 0
ANTHEM INC COM 036752103 47,992 342,807 SH   SOLE 0 342,807 0
APPLE INC COM 037833100 132,647 1,202,606 SH   SOLE 0 1,202,606 0
APTARGROUP INC COM 038336103 853 12,933 SH   SOLE 0 12,933 0
ARISTA NETWORKS INC COM 040413106 21,965 358,965 SH   SOLE 0 358,965 0
ASHLAND INC NEW COM 044209104 301 3,000 SH   SOLE 0 3,000 0
ASPEN TECHNOLOGY INC COM 045327103 6,409 169,081 SH   SOLE 0 169,081 0
ASSURANT INC COM 04621X108 757 9,592 SH   SOLE 0 9,592 0
AT&T INC COM 00206R102 48,150 1,477,927 SH   SOLE 0 1,477,927 0
AVERY DENNISON CORP COM 053611109 33,192 586,743 SH   SOLE 0 586,743 0
BANK HAWAII CORP COM 062540109 141 2,223 SH   SOLE 0 2,223 0
BARD C R INC COM 067383109 169 910 SH   SOLE 0 910 0
BAXALTA INC COM 07177M103 611 19,400 SH   SOLE 0 19,400 0
BAXTER INTL INC COM 071813109 696 21,200 SH   SOLE 0 21,200 0
BED BATH & BEYOND INC COM 075896100 4,009 70,317 SH   SOLE 0 70,317 0
BERKLEY W R CORP COM 084423102 5 109 SH   SOLE 0 109 0
BEST BUY INC COM 086516101 0 13 SH   SOLE 0 13 0
BIG LOTS INC COM 089302103 34,387 717,609 SH   SOLE 0 717,609 0
BIOGEN INC COM 09062X103 24,932 85,441 SH   SOLE 0 85,441 0
BOEING CO COM 097023105 97 747 SH   SOLE 0 747 0
BOSTON PROPERTIES INC COM 101121101 651 5,500 SH   SOLE 0 5,500 0
BRISTOL MYERS SQUIBB CO COM 110122108 5,221 88,193 SH   SOLE 0 88,193 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 19 1,884 SH   SOLE 0 1,884 0
BROWN FORMAN CORP CL B 115637209 6,405 66,104 SH   SOLE 0 66,104 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,473 893,300 SH   SOLE 0 893,300 0
CAL MAINE FOODS INC COM NEW 128030202 8,415 154,100 SH   SOLE 0 154,100 0
CARDINAL HEALTH INC COM 14149Y108 314 4,100 SH   SOLE 0 4,100 0
CARTER INC COM 146229109 9,426 104,004 SH   SOLE 0 104,004 0
CATERPILLAR INC DEL COM 149123101 686 10,500 SH   SOLE 0 10,500 0
CBRE GROUP INC CL A 12504L109 713 22,300 SH   SOLE 0 22,300 0
CBS CORP NEW CL B 124857202 514 12,900 SH   SOLE 0 12,900 0
CEB INC COM 125134106 668 9,784 SH   SOLE 0 9,784 0
CELANESE CORP DEL COM SER A 150870103 390 6,600 SH   SOLE 0 6,600 0
CELGENE CORP COM 151020104 47,670 440,703 SH   SOLE 0 440,703 0
CENTENE CORP DEL COM 15135B101 55,152 1,017,015 SH   SOLE 0 1,017,015 0
CENTERPOINT ENERGY INC COM 15189T107 131 7,268 SH   SOLE 0 7,268 0
CENTURYLINK INC COM 156700106 8,889 353,891 SH   SOLE 0 353,891 0
CF INDS HLDGS INC COM 125269100 6,662 148,386 SH   SOLE 0 148,386 0
CHESAPEAKE ENERGY CORP COM 165167107 632 86,300 SH   SOLE 0 86,300 0
CHEVRON CORP NEW COM 166764100 17,321 219,592 SH   SOLE 0 219,592 0
CINCINNATI FINL CORP COM 172062101 194 3,613 SH   SOLE 0 3,613 0
CINTAS CORP COM 172908105 43,128 502,955 SH   SOLE 0 502,955 0
CISCO SYS INC COM 17275R102 57 2,189 SH   SOLE 0 2,189 0
CIT GROUP INC COM NEW 125581801 672 16,800 SH   SOLE 0 16,800 0
CITIGROUP INC COM NEW 172967424 39,582 797,882 SH   SOLE 0 797,882 0
CITRIX SYS INC COM 177376100 5,621 81,141 SH   SOLE 0 81,141 0
CME GROUP INC COM 12572Q105 81 878 SH   SOLE 0 878 0
COACH INC COM 189754104 190 6,570 SH   SOLE 0 6,570 0
COCA COLA CO COM 191216100 80 2,017 SH   SOLE 0 2,017 0
COCA COLA ENTERPRISES INC NE COM 19122T109 701 14,500 SH   SOLE 0 14,500 0
COLGATE PALMOLIVE CO COM 194162103 6 100 SH   SOLE 0 100 0
COLUMBIA PIPELINE GROUP INC COM 198280109 550 30,100 SH   SOLE 0 30,100 0
COMCAST CORP NEW CL A SPL 20030N200 2,458 42,957 SH   SOLE 0 42,957 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 585 13,700 SH   SOLE 0 13,700 0
CONOCOPHILLIPS COM 20825C104 69 1,451 SH   SOLE 0 1,451 0
CREDIT ACCEP CORP MICH COM 225310101 8,675 44,067 SH   SOLE 0 44,067 0
CSX CORP COM 126408103 699 26,000 SH   SOLE 0 26,000 0
CUMMINS INC COM 231021106 80 738 SH   SOLE 0 738 0
CVR ENERGY INC COM 12662P108 125 3,062 SH   SOLE 0 3,062 0
CVS HEALTH CORP COM 126650100 33,552 347,766 SH   SOLE 0 347,766 0
D R HORTON INC COM 23331A109 355 12,100 SH   SOLE 0 12,100 0
DARDEN RESTAURANTS INC COM 237194105 90 1,326 SH   SOLE 0 1,326 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 687 9,500 SH   SOLE 0 9,500 0
DECKERS OUTDOOR CORP COM 243537107 9,325 160,626 SH   SOLE 0 160,626 0
DELUXE CORP COM 248019101 8,224 147,543 SH   SOLE 0 147,543 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,680 154,965 SH   SOLE 0 154,965 0
DICKS SPORTING GOODS INC COM 253393102 1,425 28,730 SH   SOLE 0 28,730 0
DISCOVER FINL SVCS COM 254709108 12,370 237,935 SH   SOLE 0 237,935 0
DISNEY WALT CO COM DISNEY 254687106 5,518 54,000 SH   SOLE 0 54,000 0
DOLLAR GEN CORP NEW COM 256677105 65 900 SH   SOLE 0 900 0
DONNELLEY R R & SONS CO COM 257867101 175 12,073 SH   SOLE 0 12,073 0
DOW CHEM CO COM 260543103 17,407 410,556 SH   SOLE 0 410,556 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 61,015 771,856 SH   SOLE 0 771,856 0
DRIL-QUIP INC COM 262037104 7,958 136,704 SH   SOLE 0 136,704 0
DU PONT E I DE NEMOURS & CO COM 263534109 8,756 181,672 SH   SOLE 0 181,672 0
DUKE ENERGY CORP NEW COM NEW 26441C204 85 1,194 SH   SOLE 0 1,194 0
EAST WEST BANCORP INC COM 27579R104 587 15,297 SH   SOLE 0 15,297 0
EASTMAN CHEM CO COM 277432100 174 2,700 SH   SOLE 0 2,700 0
EATON VANCE CORP COM NON VTG 278265103 181 5,427 SH   SOLE 0 5,427 0
EBAY INC COM 278642103 933 38,177 SH   SOLE 0 38,177 0
EDISON INTL COM 281020107 14,293 226,625 SH   SOLE 0 226,625 0
EDWARDS LIFESCIENCES CORP COM 28176E108 75,456 530,751 SH   SOLE 0 530,751 0
ELECTRONIC ARTS INC COM 285512109 63,648 939,461 SH   SOLE 0 939,461 0
ELLIE MAE INC COM 28849P100 84 1,263 SH   SOLE 0 1,263 0
EMERSON ELEC CO COM 291011104 124 2,813 SH   SOLE 0 2,813 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 21 909 SH   SOLE 0 909 0
ENBRIDGE ENERGY MANAGEMENT LLC COM CKC50X106 168 168,005 SH   SOLE 0 168,005 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 17 975 SH   SOLE 0 975 0
ENTERGY CORP NEW COM 29364G103 1,150 17,680 SH   SOLE 0 17,680 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 518 14,100 SH   SOLE 0 14,100 0
EOG RES INC COM 26875P101 19 264 SH   SOLE 0 264 0
EQUIFAX INC COM 294429105 6,899 71,001 SH   SOLE 0 71,001 0
EVERCORE PARTNERS INC CLASS A 29977A105 137 2,746 SH   SOLE 0 2,746 0
EXELON CORP COM 30161N101 23,845 802,873 SH   SOLE 0 802,873 0
EXPEDIA INC DEL COM NEW 30212P303 24,925 211,810 SH   SOLE 0 211,810 0
EXPEDITORS INTL WASH INC COM 302130109 31,281 664,852 SH   SOLE 0 664,852 0
EXXON MOBIL CORP COM 30231G102 55,242 743,003 SH   SOLE 0 743,003 0
F M C CORP COM NEW 302491303 362 10,700 SH   SOLE 0 10,700 0
F5 NETWORKS INC COM 315616102 72,646 627,343 SH   SOLE 0 627,343 0
FACTSET RESH SYS INC COM 303075105 37,483 234,549 SH   SOLE 0 234,549 0
FAIR ISAAC CORP COM 303250104 1,559 18,455 SH   SOLE 0 18,455 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 614 35,035 SH   SOLE 0 35,035 0
FASTENAL CO COM 311900104 3,426 93,604 SH   SOLE 0 93,604 0
FEDEX CORP COM 31428X106 5,544 38,508 SH   SOLE 0 38,508 0
FIDELITY NATL INFORMATION SV COM 31620M106 664 9,900 SH   SOLE 0 9,900 0
FIRSTENERGY CORP COM 337932107 11,739 374,935 SH   SOLE 0 374,935 0
FLOWSERVE CORP COM 34354P105 703 17,100 SH   SOLE 0 17,100 0
FMC TECHNOLOGIES INC COM 30249U101 3,194 103,052 SH   SOLE 0 103,052 0
FOOT LOCKER INC COM 344849104 18,974 263,647 SH   SOLE 0 263,647 0
FOREST CITY ENTERPRISES INC CL A 345550107 686 34,100 SH   SOLE 0 34,100 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 550 11,600 SH   SOLE 0 11,600 0
FOSSIL GROUP INC COM 34988V106 19,762 353,663 SH   SOLE 0 353,663 0
FRANKLIN RES INC COM 354613101 190 5,100 SH   SOLE 0 5,100 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 51 10,851 SH   SOLE 0 10,851 0
GAMESTOP CORP NEW CL A 36467W109 62 1,520 SH   SOLE 0 1,520 0
GAP INC DEL COM 364760108 363 12,755 SH   SOLE 0 12,755 0
GARTNER INC COM 366651107 251 3,000 SH   SOLE 0 3,000 0
GENERAL DYNAMICS CORP COM 369550108 8,128 58,923 SH   SOLE 0 58,923 0
GENERAL ELECTRIC CO COM 369604103 4,683 185,722 SH   SOLE 0 185,722 0
GENERAL MLS INC COM 370334104 673 12,000 SH   SOLE 0 12,000 0
GENWORTH FINL INC COM CL A 37247D106 370 80,088 SH   SOLE 0 80,088 0
GILEAD SCIENCES INC COM 375558103 88,761 903,981 SH   SOLE 0 903,981 0
GOOGLE INC CL C 38259P706 22,995 37,795 SH   SOLE 0 37,795 0
GOOGLE INC COM 02079K305 28,401 44,490 SH   SOLE 0 44,490 0
GOPRO INC CL A 38268T103 32,856 1,052,429 SH   SOLE 0 1,052,429 0
GRACE W R & CO DEL NEW COM 38388F108 93 1,000 SH   SOLE 0 1,000 0
GROUPON INC COM CL A 399473107 937 287,589 SH   SOLE 0 287,589 0
GUESS INC COM 401617105 29 1,369 SH   SOLE 0 1,369 0
HALLIBURTON CO COM 406216101 4,128 116,787 SH   SOLE 0 116,787 0
HARLEY DAVIDSON INC COM 412822108 5 100 SH   SOLE 0 100 0
HELMERICH & PAYNE INC COM 423452101 6,525 138,085 SH   SOLE 0 138,085 0
HNI CORP COM 404251100 2,787 64,974 SH   SOLE 0 64,974 0
HOLLYFRONTIER CORP COM 436106108 14,202 290,802 SH   SOLE 0 290,802 0
HOME DEPOT INC COM 437076102 15,667 135,659 SH   SOLE 0 135,659 0
HOMEAWAY INC COM 43739Q100 533 20,100 SH   SOLE 0 20,100 0
HSN INC COM 404303109 20 364 SH   SOLE 0 364 0
HUBBELL INC CL B 443510201 14 168 SH   SOLE 0 168 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 11,789 180,629 SH   SOLE 0 180,629 0
IHS INC CL A 451734107 719 6,200 SH   SOLE 0 6,200 0
ILLINOIS TOOL WKS INC COM 452308109 26 324 SH   SOLE 0 324 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 631 31,118 SH   SOLE 0 31,118 0
INTEL CORP COM 458140100 30,482 1,011,349 SH   SOLE 0 1,011,349 0
INTERNATIONAL BUSINESS MACHS COM 459200101 168 1,164 SH   SOLE 0 1,164 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,811 36,912 SH   SOLE 0 36,912 0
INTL PAPER CO COM 460146103 45 1,193 SH   SOLE 0 1,193 0
INTUIT COM 461202103 42,041 473,704 SH   SOLE 0 473,704 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,459 27,111 SH   SOLE 0 27,111 0
ISHARES TR GLOBAL ENERG ETF 464287341 29,321 1,022,000 SH   SOLE 0 1,022,000 0
ISHARES TR SELECT DIVID ETF 464287168 1,423 19,570 SH   SOLE 0 19,570 0
JACK IN THE BOX INC COM 466367109 2,762 35,859 SH   SOLE 0 35,859 0
JANUS CAP GROUP INC COM 47102X105 32,406 2,382,856 SH   SOLE 0 2,382,856 0
JOHNSON & JOHNSON COM 478160104 15,262 163,502 SH   SOLE 0 163,502 0
JPMORGAN CHASE & CO COM 46625H100 2,424 39,760 SH   SOLE 0 39,760 0
JUNIPER NETWORKS INC COM 48203R104 8,009 311,518 SH   SOLE 0 311,518 0
KINDER MORGAN INC DEL COM 49456B101 124 4,500 SH   SOLE 0 4,500 0
KROGER CO COM 501044101 10,803 299,517 SH   SOLE 0 299,517 0
LANDSTAR SYS INC COM 515098101 7,236 114,009 SH   SOLE 0 114,009 0
LAS VEGAS SANDS CORP COM 517834107 91 2,400 SH   SOLE 0 2,400 0
LAUDER ESTEE COS INC CL A 518439104 55,803 691,663 SH   SOLE 0 691,663 0
LEGG MASON INC COM 524901105 15,459 371,536 SH   SOLE 0 371,536 0
LENDINGCLUB CORP COM 52603A109 621 46,949 SH   SOLE 0 46,949 0
LENNAR CORP CL A 526057104 673 14,000 SH   SOLE 0 14,000 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 986 22,572 SH   SOLE 0 22,572 0
LEXMARK INTL NEW CL A 529771107 0 20 SH   SOLE 0 20 0
LINCOLN NATL CORP IND COM 534187109 10,042 211,601 SH   SOLE 0 211,601 0
LINEAR TECHNOLOGY CORP COM 535678106 106 2,647 SH   SOLE 0 2,647 0
LOWES COS INC COM 548661107 14,876 215,849 SH   SOLE 0 215,849 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 657 8,800 SH   SOLE 0 8,800 0
MACYS INC COM 55616P104 461 9,000 SH   SOLE 0 9,000 0
MANHATTAN ASSOCS INC COM 562750109 6,485 104,103 SH   SOLE 0 104,103 0
MANPOWERGROUP INC COM 56418H100 696 8,500 SH   SOLE 0 8,500 0
MARATHON OIL CORP COM 565849106 104 6,800 SH   SOLE 0 6,800 0
MASIMO CORP COM 574795100 2,353 61,026 SH   SOLE 0 61,026 0
MATTEL INC COM 577081102 131 6,253 SH   SOLE 0 6,253 0
MCGRAW HILL FINL INC COM 580645109 631 7,300 SH   SOLE 0 7,300 0
MEAD JOHNSON NUTRITION CO COM 582839106 22,006 312,596 SH   SOLE 0 312,596 0
MEDIVATION INC COM 58501N101 58,081 1,366,627 SH   SOLE 0 1,366,627 0
MENTOR GRAPHICS CORP COM 587200106 492 20,007 SH   SOLE 0 20,007 0
MERCK & CO INC NEW COM 58933Y105 92 1,867 SH   SOLE 0 1,867 0
METLIFE INC COM 59156R108 16,044 340,295 SH   SOLE 0 340,295 0
METTLER TOLEDO INTERNATIONAL COM 592688105 17,184 60,351 SH   SOLE 0 60,351 0
MICROSOFT CORP COM 594918104 39,098 883,373 SH   SOLE 0 883,373 0
MICROSTRATEGY INC CL A NEW 594972408 1,781 9,065 SH   SOLE 0 9,065 0
MOLINA HEALTHCARE INC COM 60855R100 16,279 236,445 SH   SOLE 0 236,445 0
MONSANTO CO NEW COM 61166W101 54,980 644,249 SH   SOLE 0 644,249 0
MONSTER BEVERAGE CORP NEW COM 61174X109 20,167 149,237 SH   SOLE 0 149,237 0
MOODYS CORP COM 615369105 4,177 42,538 SH   SOLE 0 42,538 0
MORGAN STANLEY COM NEW 617446448 85 2,700 SH   SOLE 0 2,700 0
MOSAIC CO NEW COM 61945C103 2,888 92,845 SH   SOLE 0 92,845 0
MURPHY OIL CORP COM 626717102 2 91 SH   SOLE 0 91 0
MYRIAD GENETICS INC COM 62855J104 1,144 30,548 SH   SOLE 0 30,548 0
NATIONAL INSTRS CORP COM 636518102 14 510 SH   SOLE 0 510 0
NATIONAL OILWELL VARCO INC COM 637071101 238 6,339 SH   SOLE 0 6,339 0
NAVIENT CORP COM 63938C108 172 15,324 SH   SOLE 0 15,324 0
NETAPP INC COM 64110D104 6,705 226,546 SH   SOLE 0 226,546 0
NETSCOUT SYS INC COM 64115T104 4,270 120,741 SH   SOLE 0 120,741 0
NETSUITE INC COM 64118Q107 192 2,300 SH   SOLE 0 2,300 0
NEWMARKET CORP COM 651587107 4,302 12,053 SH   SOLE 0 12,053 0
NEWMONT MINING CORP COM 651639106 297 18,506 SH   SOLE 0 18,506 0
NEXTERA ENERGY INC COM 65339F101 1,506 15,439 SH   SOLE 0 15,439 0
NIKE INC CL B 654106103 26,199 213,058 SH   SOLE 0 213,058 0
NORFOLK SOUTHERN CORP COM 655844108 473 6,200 SH   SOLE 0 6,200 0
NORTHROP GRUMMAN CORP COM 666807102 36,908 222,409 SH   SOLE 0 222,409 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 15,869 1,105,152 SH   SOLE 0 1,105,152 0
NVIDIA CORP COM 67066G104 426 17,311 SH   SOLE 0 17,311 0
NVR INC COM 62944T105 6,924 4,540 SH   SOLE 0 4,540 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 60,788 243,152 SH   SOLE 0 243,152 0
OGE ENERGY CORP COM 670837103 1,853 67,763 SH   SOLE 0 67,763 0
OLD DOMINION FGHT LINES INC COM 679580100 9,163 150,215 SH   SOLE 0 150,215 0
PACKAGING CORP AMER COM 695156109 1,839 30,570 SH   SOLE 0 30,570 0
PACWEST BANCORP DEL COM 695263103 178 4,163 SH   SOLE 0 4,163 0
PARKER HANNIFIN CORP COM 701094104 661 6,800 SH   SOLE 0 6,800 0
PAYPAL HLDGS INC COM 70450Y103 581 18,722 SH   SOLE 0 18,722 0
PEPSICO INC COM 713448108 5,372 56,973 SH   SOLE 0 56,973 0
PFIZER INC COM 717081103 1,075 34,250 SH   SOLE 0 34,250 0
PG&E CORP COM 69331C108 0 16 SH   SOLE 0 16 0
PHILIP MORRIS INTL INC COM 718172109 15,206 191,688 SH   SOLE 0 191,688 0
PHILLIPS 66 COM 718546104 299 3,900 SH   SOLE 0 3,900 0
PILGRIMS PRIDE CORP NEW COM 72147K108 19,040 916,312 SH   SOLE 0 916,312 0
POLARIS INDS INC COM 731068102 306 2,561 SH   SOLE 0 2,561 0
PRICE T ROWE GROUP INC COM 74144T108 24,822 357,164 SH   SOLE 0 357,164 0
PRICESMART INC COM 741511109 330 4,275 SH   SOLE 0 4,275 0
PRIMERICA INC COM 74164M108 7,272 161,353 SH   SOLE 0 161,353 0
PRINCIPAL FINL GROUP INC COM 74251V102 4,447 93,939 SH   SOLE 0 93,939 0
PROCTER & GAMBLE CO COM 742718109 1,254 17,434 SH   SOLE 0 17,434 0
PRUDENTIAL FINL INC COM 744320102 29,599 388,394 SH   SOLE 0 388,394 0
PUBLIC STORAGE COM 74460D109 719 3,400 SH   SOLE 0 3,400 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 3,828 90,802 SH   SOLE 0 90,802 0
PULTE GROUP INC COM 745867101 324 17,200 SH   SOLE 0 17,200 0
PVH CORP COM 693656100 642 6,300 SH   SOLE 0 6,300 0
QEP RES INC COM 74733V100 1,805 144,072 SH   SOLE 0 144,072 0
QUALCOMM INC COM 747525103 15 287 SH   SOLE 0 287 0
QUESTAR CORP COM 748356102 7 361 SH   SOLE 0 361 0
RACKSPACE HOSTING INC COM 750086100 1,035 41,943 SH   SOLE 0 41,943 0
RALPH LAUREN CORP CL A 751212101 48,103 407,101 SH   SOLE 0 407,101 0
RANGE RES CORP COM 75281A109 697 21,700 SH   SOLE 0 21,700 0
REALOGY HLDGS CORP COM 75605Y106 666 17,700 SH   SOLE 0 17,700 0
RED HAT INC COM 756577102 23,600 328,335 SH   SOLE 0 328,335 0
REGENERON PHARMACEUTICALS COM 75886F107 7,225 15,534 SH   SOLE 0 15,534 0
REGIONS FINL CORP NEW COM 7591EP100 677 75,200 SH   SOLE 0 75,200 0
REINSURANCE GROUP AMER INC COM NEW 759351604 262 2,900 SH   SOLE 0 2,900 0
RESMED INC COM 761152107 2,954 57,971 SH   SOLE 0 57,971 0
REYNOLDS AMERICAN INC COM 761713106 1,584 35,785 SH   SOLE 0 35,785 0
RITE AID CORP COM 767754104 557 91,900 SH   SOLE 0 91,900 0
RLI CORP COM 749607107 179 3,348 SH   SOLE 0 3,348 0
ROBERT HALF INTL INC COM 770323103 46,925 917,237 SH   SOLE 0 917,237 0
ROCKWELL AUTOMATION INC COM 773903109 14,067 138,639 SH   SOLE 0 138,639 0
ROCKWELL COLLINS INC COM 774341101 1,056 12,913 SH   SOLE 0 12,913 0
ROLLINS INC COM 775711104 9 360 SH   SOLE 0 360 0
ROSS STORES INC COM 778296103 26,573 548,237 SH   SOLE 0 548,237 0
ROYAL GOLD INC COM 780287108 341 7,269 SH   SOLE 0 7,269 0
SCHLUMBERGER LTD COM 806857108 75,532 1,095,155 SH   SOLE 0 1,095,155 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 13,831 281,180 SH   SOLE 0 281,180 0
SEI INVESTMENTS CO COM 784117103 3,253 67,465 SH   SOLE 0 67,465 0
SERVICENOW INC COM 81762P102 493 7,100 SH   SOLE 0 7,100 0
SHERWIN WILLIAMS CO COM 824348106 73,660 330,641 SH   SOLE 0 330,641 0
SIGNATURE BK NEW YORK N Y COM 82669G104 8,569 62,300 SH   SOLE 0 62,300 0
SIGNET JEWELERS LIMITED SHS G81276100 12,328 91,029 SH   SOLE 0 91,029 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 32 707 SH   SOLE 0 707 0
SKECHERS U S A INC CL A 830566105 1,709 12,747 SH   SOLE 0 12,747 0
SKYWORKS SOLUTIONS INC COM 83088M102 14,721 174,814 SH   SOLE 0 174,814 0
SMITH A O COM 831865209 9,059 138,975 SH   SOLE 0 138,975 0
SOLARWINDS INC COM 83416B109 15,639 398,551 SH   SOLE 0 398,551 0
SOUTHWESTERN ENERGY CO COM 845467109 604 47,600 SH   SOLE 0 47,600 0
SPECTRA ENERGY CORP COM 847560109 192 7,344 SH   SOLE 0 7,344 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 503 5,500 SH   SOLE 0 5,500 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 29 600 SH   SOLE 0 600 0
SPLUNK INC COM 848637104 6,409 115,801 SH   SOLE 0 115,801 0
SPRINGLEAF HLDGS INC COM 85172J101 609 13,931 SH   SOLE 0 13,931 0
SPRINT CORP COM SER 1 85207U105 632 164,800 SH   SOLE 0 164,800 0
ST JUDE MED INC COM 790849103 15,349 243,291 SH   SOLE 0 243,291 0
STAPLES INC COM 855030102 19 1,639 SH   SOLE 0 1,639 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 644 9,700 SH   SOLE 0 9,700 0
SUNTRUST BKS INC COM 867914103 6,076 158,914 SH   SOLE 0 158,914 0
SYMANTEC CORP COM 871503108 131 6,779 SH   SOLE 0 6,779 0
SYNCHRONY FINL COM 87165B103 4,875 155,757 SH   SOLE 0 155,757 0
TABLEAU SOFTWARE INC CL A 87336U105 20,569 257,824 SH   SOLE 0 257,824 0
TESORO CORP COM 881609101 2,736 28,142 SH   SOLE 0 28,142 0
TEXAS INSTRS INC COM 882508104 243 4,916 SH   SOLE 0 4,916 0
TIFFANY & CO NEW COM 886547108 594 7,700 SH   SOLE 0 7,700 0
TIME WARNER CABLE INC COM 88732J207 699 3,900 SH   SOLE 0 3,900 0
TIME WARNER INC COM NEW 887317303 247 3,600 SH   SOLE 0 3,600 0
TJX COS INC NEW COM 872540109 2,676 37,482 SH   SOLE 0 37,482 0
TOLL BROTHERS INC COM 889478103 647 18,900 SH   SOLE 0 18,900 0
TRACTOR SUPPLY CO COM 892356106 9,378 111,228 SH   SOLE 0 111,228 0
TRAVELERS COMPANIES INC COM 89417E109 26,056 261,799 SH   SOLE 0 261,799 0
TUPPERWARE BRANDS CORP COM 899896104 174 3,525 SH   SOLE 0 3,525 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,043 38,559 SH   SOLE 0 38,559 0
UGI CORP NEW COM 902681105 4,285 123,086 SH   SOLE 0 123,086 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 27,635 169,181 SH   SOLE 0 169,181 0
UNION PAC CORP COM 907818108 627 7,092 SH   SOLE 0 7,092 0
UNITED CONTL HLDGS INC COM 910047109 631 11,900 SH   SOLE 0 11,900 0
UNITED RENTALS INC COM 911363109 666 11,100 SH   SOLE 0 11,100 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 63,653 485,018 SH   SOLE 0 485,018 0
UNITEDHEALTH GROUP INC COM 91324P102 20,842 179,660 SH   SOLE 0 179,660 0
URBAN OUTFITTERS INC COM 917047102 10,191 346,869 SH   SOLE 0 346,869 0
USANA HEALTH SCIENCES INC COM 90328M107 473 3,530 SH   SOLE 0 3,530 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 571 3,200 SH   SOLE 0 3,200 0
VALERO ENERGY CORP NEW COM 91913Y100 43,860 729,785 SH   SOLE 0 729,785 0
VALSPAR CORP COM 920355104 12,128 168,735 SH   SOLE 0 168,735 0
VARIAN MED SYS INC COM 92220P105 794 10,775 SH   SOLE 0 10,775 0
VERIZON COMMUNICATIONS INC COM 92343V104 90,476 2,079,446 SH   SOLE 0 2,079,446 0
VIACOM INC NEW CL B 92553P201 29 674 SH   SOLE 0 674 0
VISA INC COM CL A 92826C839 14,996 215,283 SH   SOLE 0 215,283 0
VMWARE INC CL A COM 928563402 25,332 321,514 SH   SOLE 0 321,514 0
VULCAN MATLS CO COM 929160109 579 6,500 SH   SOLE 0 6,500 0
WABTEC CORP COM 929740108 704 8,000 SH   SOLE 0 8,000 0
WADDELL & REED FINL INC CL A 930059100 78 2,267 SH   SOLE 0 2,267 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,899 70,998 SH   SOLE 0 70,998 0
WELLS FARGO & CO NEW COM 949746101 5,749 111,964 SH   SOLE 0 111,964 0
WESTERN REFNG INC COM 959319104 1,759 39,890 SH   SOLE 0 39,890 0
WESTERN UN CO COM 959802109 20 1,096 SH   SOLE 0 1,096 0
WESTLAKE CHEM CORP COM 960413102 1,388 26,753 SH   SOLE 0 26,753 0
WESTROCK CO COM 96145D105 1,583 30,778 SH   SOLE 0 30,778 0
WGL HLDGS INC COM 92924F106 3,943 68,377 SH   SOLE 0 68,377 0
WHITEWAVE FOODS CO COM 966244105 401 10,000 SH   SOLE 0 10,000 0
WHOLE FOODS MKT INC COM 966837106 1,957 61,842 SH   SOLE 0 61,842 0
WILLIAMS COS INC DEL COM 969457100 596 16,200 SH   SOLE 0 16,200 0
WISDOMTREE INVTS INC COM 97717P104 14,029 869,786 SH   SOLE 0 869,786 0
WORKDAY INC CL A 98138H101 856 12,436 SH   SOLE 0 12,436 0
ZOETIS INC CL A 98978V103 712 17,300 SH   SOLE 0 17,300 0