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SH SOLE 91179 0 0 DOW CHEM CO COM COM 260543103 18289 287827 SH SOLE 287827 0 0 DTE ENERGY CO (HOLDING CO) COM 233331107 3731 36537 SH SOLE 36537 0 0 DU PONT E I DE NEMOURS & CO CO COM 263534109 253 3153 SH SOLE 3153 0 0 EAGLE MATERIALS INC COM 26969P108 25966 267304 SH SOLE 267304 0 0 EATON CORP PLC SHS COM G29183103 20214 272616 SH SOLE 272616 0 0 FACEBOOK INC CL A COM 30303M102 6859 48286 SH SOLE 48286 0 0 FIRST TR EXCHANGE TRADED FD DJ COM 33733E302 97083 1102711 SH SOLE 1102711 0 0 FOOT LOCKER INC COM COM 344849104 2684 35879 SH SOLE 35879 0 0 GALLAGHER ARTHUR J & CO COM COM 363576109 12128 214502 SH SOLE 214502 0 0 GENERAL ELECTRIC CO COM COM 369604103 19515 654867 SH SOLE 654867 0 0 GENERAL MLS INC COM COM 370334104 6352 107638 SH SOLE 107638 0 0 GENERAL MTRS CO COM COM 37045V100 22174 627106 SH SOLE 627106 0 0 GOODYEAR TIRE & RUBR COM COM 382550101 5732 159211 SH SOLE 159211 0 0 HEALTH CARE SELECT SECTOR SPDR COM 81369Y209 91375 1228818 SH SOLE 1228818 0 0 HILL ROM HLDGS INC COM COM 431475102 3380 47882 SH SOLE 47882 0 0 HOME DEPOT INC COM COM 437076102 27791 189271 SH SOLE 189271 0 0 HP INC COM COM 40434L105 14547 813580 SH SOLE 813580 0 0 INTERCONTINENTAL EXCHANGE INC COM 45866F104 2852 47629 SH SOLE 47629 0 0 INTERPUBLIC GROUP OF COMPANIES COM 460690100 3767 153323 SH SOLE 153323 0 0 INTL PAPER CO COM COM 460146103 9871 194380 SH SOLE 194380 0 0 INTUITIVE SURGICAL INC COM 46120E602 3744 4885 SH SOLE 4885 0 0 ISHARES RUSSELL ETF MIDCAP COM 464287499 3448 18419 SH SOLE 18419 0 0 ISHARES TR CORE S&P MCP ETF COM 464287507 187170 1093156 SH SOLE 1093156 0 0 ISHARES TR RUS 1000 GRW ETF COM 464287614 199604 1753987 SH SOLE 1753987 0 0 ISHARES TR RUS 2000 GRW ETF COM 464287648 3527 21817 SH SOLE 21817 0 0 ISHARES TR RUSSELL 2000 ETF COM 464287655 3429 24942 SH SOLE 24942 0 0 ISHARES TR S&P 500 GRWT ETF COM 464287309 192958 1467136 SH SOLE 1467136 0 0 ISHARES TR S&P MC 400VL ETF COM 464287705 9900 66691 SH SOLE 66691 0 0 ISHARES TR SMLL VAL INDX COM 464288703 24285 168427 SH SOLE 168427 0 0 ISHARES TR SP SMCP600VL ETF COM 464287879 3505 25276 SH SOLE 25276 0 0 JPMORGAN CHASE & CO COM COM 46625H100 1367 15562 SH SOLE 15562 0 0 KIMBERLY CLARK CORP COM COM 494368103 5951 45213 SH SOLE 45213 0 0 LOCKHEED MARTIN CORP COM COM 539830109 23341 87225 SH SOLE 87225 0 0 LOEWS CORP COM 540424108 4395 93973 SH SOLE 93973 0 0 LYONDELLBASELL INDUSTRIES N V COM N53745100 22206 243509 SH SOLE 243509 0 0 MARSH & MCLENNAN COS INC COM COM 571748102 1380 18673 SH SOLE 18673 0 0 MASTERCARD INCORPORATED CL A COM 57636Q104 4837 43007 SH SOLE 43007 0 0 MERCURY GENL CORP NEW COM COM 589400100 12334 202224 SH SOLE 202224 0 0 MEREDITH CORP COM COM 589433101 2812 43526 SH SOLE 43526 0 0 METLIFE INC COM COM 59156R108 208 3933 SH SOLE 3933 0 0 MICROSOFT CORP COM COM 594918104 976 14822 SH SOLE 14822 0 0 MOHAWK INDS INC COM COM 608190104 5298 23087 SH SOLE 23087 0 0 NASDAQ INC COM COM 631103108 4575 65870 SH SOLE 65870 0 0 NETFLIX INC COM COM 64110L106 28230 190989 SH SOLE 190989 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 4526 19028 SH SOLE 19028 0 0 NUVEEN CA DIV ADV MUN COM SHS COM 67066Y105 154 10695 SH SOLE 10695 0 0 OLD REP INTL CORP COM COM 680223104 22584 1102731 SH SOLE 1102731 0 0 OWENS CORNING NEW COM COM 690742101 2892 47122 SH SOLE 47122 0 0 PACKAGING CORP AMER COM COM 695156109 1401 15286 SH SOLE 15286 0 0 PACWEST BANCORP DEL COM COM 695263103 19338 363080 SH SOLE 363080 0 0 PAYCHEX INC COM COM 704326107 18502 314132 SH SOLE 314132 0 0 PEOPLES UNITED FINANCIAL INC C COM 712704105 21651 1189630 SH SOLE 1189630 0 0 PEPSICO INC COM COM 713448108 241 2156 SH SOLE 2156 0 0 PFIZER INC COM COM 717081103 2766 80856 SH SOLE 80856 0 0 PHILIP MORRIS INTL INC COM COM 718172109 23332 206659 SH SOLE 206659 0 0 PINNACLE WEST CAP CORP COM COM 723484101 12686 152150 SH SOLE 152150 0 0 POWERSHARES QQQ TRUST UNIT SER COM 73935A104 448540 3388278 SH SOLE 3388278 0 0 PRICELINE GRP INC COM NEW COM 741503403 36238 20359 SH SOLE 20359 0 0 PRINCIPAL FINL GROUP INC COM COM 74251V102 23327 369630 SH SOLE 369630 0 0 PROCTER AND GAMBLE CO COM COM 742718109 630 7016 SH SOLE 7016 0 0 QORVO INC COM 74736K101 2040 29759 SH SOLE 29759 0 0 RAYTHEON CO COM NEW COM 755111507 4289 28124 SH SOLE 28124 0 0 REGAL ENTMT GROUP CL A COM 758766109 21363 946113 SH SOLE 946113 0 0 REPUBLIC SVCS INC COM COM 760759100 26356 419621 SH SOLE 419621 0 0 ROSS STORES INC COM COM 778296103 4199 63750 SH SOLE 63750 0 0 SELECT SECTOR SPDR TR SBI CONS COM 81369Y407 50679 576229 SH SOLE 576229 0 0 SELECT SECTOR SPDR TR SBI INT- COM 81369Y605 95056 4005715 SH SOLE 4005715 0 0 SELECT SECTOR SPDR TR SBI INT- COM 81369Y704 44481 683696 SH SOLE 683696 0 0 SELECT SECTOR SPDR TR SBI MATE COM 81369Y100 27760 529675 SH SOLE 529675 0 0 SELECT SECTOR SPDR TR TECHNOLO COM 81369Y803 138630 2600451 SH SOLE 2600451 0 0 SIX FLAGS ENTMT CORP N COM COM 83001A102 17226 289559 SH SOLE 289559 0 0 SONOCO PRODS CO COM COM 835495102 2066 39036 SH SOLE 39036 0 0 SPDR DOW JONES INDL AVRG ETF U COM 78467X109 315815 1530555 SH SOLE 1530555 0 0 SPDR S&P 500 ETF TR TR UNIT COM 78462F103 197018 835745 SH SOLE 835745 0 0 STANLEY BLACK & DECKER INC COM 854502101 2087 15709 SH SOLE 15709 0 0 TEXTRON INC COM COM 883203101 2776 58335 SH SOLE 58335 0 0 TIME WARNER INC COM NEW COM 887317303 244 2497 SH SOLE 2497 0 0 TOTAL SYS SVCS INC COM COM 891906109 2857 53434 SH SOLE 53434 0 0 TWENTY FIRST CENTY FOX INC CL COM 90130A200 4022 126564 SH SOLE 126564 0 0 TYSON FOODS INC CLASS A COM 902494103 3859 62530 SH SOLE 62530 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 4204 25634 SH SOLE 25634 0 0 VALERO ENERGY CORP NEW COM COM 91913Y100 18057 272400 SH SOLE 272400 0 0 VANGUARD INDEX FDS S&P 500 ETF COM 922908363 333004 1539192 SH SOLE 1539192 0 0 VANGUARD WORLD FDS MATERIALS E COM 92204A801 148785 1250922 SH SOLE 1250922 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 18444 378337 SH SOLE 378337 0 0 VISA INC COM CL A COM 92826C839 3145 35385 SH SOLE 35385 0 0 WALGREENS BOOTS ALLIANCE INC C COM 931427108 234 2816 SH SOLE 2816 0 0 WASTE MGMT INC DEL COM COM 94106L109 20325 278733 SH SOLE 278733 0 0 WELLS FARGO & CO NEW COM COM 949746101 21295 382589 SH SOLE 382589 0 0 WESTERN DIGITAL CORP COM COM 958102105 3824 46333 SH SOLE 46333 0 0