3M COCOM88579Y101225414960SHSOLE 1496000ABBOTT LABSCOM00282410077917340SHSOLE 1734000ABBVIE INCCOM00287Y109106017890SHSOLE 1789000AECOMCOM00766T100477571590302SHSOLE 159030200AETNA INC NEWCOM00817Y10830066278082SHSOLE 27808200ALLSTATE CORPCOM02000210128033451494SHSOLE 45149400AMERICAN INTL GROUP INCCOM NEW02687478455057888449SHSOLE 88844900ANTERO RES CORPCOM03674X10616871773879SHSOLE 77387900ARMSTRONG WORLD INDS INC NEWCOM04247X10263313850SHSOLE 1385000AVON PRODS INCCOM054303102152533766110SHSOLE 376611000BAKER HUGHES INCCOM05722410741376896549SHSOLE 89654900BANK AMER CORPCOM060505104294921752339SHSOLE 175233900BLOCK H & R INCCOM093671105100130050SHSOLE 3005000BRISTOL MYERS SQUIBB COCOM110122108185026889SHSOLE 2688900CHECK POINT SOFTWARE TECH LTORDM22465104211626000SHSOLE 2600000CHEVRON CORP NEWCOM16676410030906343556SHSOLE 34355600CIT GROUP INCCOM NEW125581801178745025SHSOLE 4502500CITIGROUP INCCOM NEW17296742444781865331SHSOLE 86533100CLEAN HARBORS INCCOM184496107127030500SHSOLE 3050000COBALT INTL ENERGY INCCOM19075F10610820000SHSOLE 2000000CORE LABORATORIES N VCOMN2271710710499650SHSOLE 965000DRIL-QUIP INCCOM26203710483814150SHSOLE 1415000DUN & BRADSTREET CORP DEL NECOM26483E10039883383748SHSOLE 38374800EMERSON ELEC COCOM291011104106922355SHSOLE 2235500EQT CORPCOM26884L10957911100SHSOLE 1110000EXXON MOBIL CORPCOM30231G1023915020SHSOLE 502000FREEPORT-MCMORAN INCCL B35671D857235973485476SHSOLE 348547600GENERAL ELECTRIC COCOM369604103327171050312SHSOLE 105031200GILDAN ACTIVEWEAR INCCOM375916103167458900SHSOLE 5890000GLAXOSMITHKLINE PLCSPONSORED ADR37733W10555113656SHSOLE 1365600HALLIBURTON COCOM40621610110941321427SHSOLE 32142700HEWLETT PACKARD ENTERPRISE CCOM42824C109333212192141SHSOLE 219214100HORIZON PHARMA PLCSHSG4617B10545120800SHSOLE 2080000HOWARD HUGHES CORPCOM44267D1077096268SHSOLE 626800HP INCCOM40434L105133341126169SHSOLE 112616900HUMANA INCCOM44485910216249100SHSOLE 910000INTERNATIONAL BUSINESS MACHSCOM459200101403729335SHSOLE 2933500INTERSIL CORPCL A46069S109299492347117SHSOLE 234711700JOHNSON & JOHNSONCOM478160104195819059SHSOLE 1905900JPMORGAN CHASE & COCOM46625H10031604478629SHSOLE 47862900LAS VEGAS SANDS CORPCOM51783410789020300SHSOLE 2030000LEUCADIA NATL CORPCOM527288104130174800SHSOLE 7480000LILLY ELI & COCOM53245710843040510799SHSOLE 51079900LINCOLN NATL CORP INDCOM53418710948009955219SHSOLE 95521900MATTEL INCCOM577081102568792093463SHSOLE 209346300METLIFE INCCOM59156R10845063934718SHSOLE 93471800MICRON TECHNOLOGY INCCOM59511210357640650SHSOLE 4065000MICROSOFT CORPCOM59491810447900863373SHSOLE 86337300MOTOROLA SOLUTIONS INCCOM NEW620076307188627550SHSOLE 2755000MSC INDL DIRECT INCCL A55353010640608721658SHSOLE 72165800NN INCCOM6293371061629102200SHSOLE 10220000OMNICOM GROUP INCCOM68191910612550165874SHSOLE 16587400ORACLE CORPCOM68389X1053238837SHSOLE 883700PARTY CITY HOLDCO INCCOM70214910563849400SHSOLE 4940000PEPSICO INCCOM7134481088158160SHSOLE 816000PFIZER INCCOM717081103223169100SHSOLE 6910000PROCTER & GAMBLE COCOM742718109260332784SHSOLE 3278400PROGRESSIVE CORP OHIOCOM743315103226471200SHSOLE 7120000QUEST DIAGNOSTICS INCCOM74834L10048858686791SHSOLE 68679100RELIANCE STEEL & ALUMINUM COCOM75950910246346800304SHSOLE 80030400ROWAN COMPANIES PLCSHS CL AG7665A101258801526827SHSOLE 152682700SANDISK CORPCOM80004C10180210550SHSOLE 1055000SEALED AIR CORP NEWCOM81211K10020761465493SHSOLE 46549300SPDR S&P 500 ETF TRTR UNIT78462F1034662284SHSOLE 228400STRAYER ED INCCOM863236105102517050SHSOLE 1705000TE CONNECTIVITY LTDREG SHSH8498910449480765822SHSOLE 76582200UTI WORLDWIDE INCORDG8721010369999500SHSOLE 9950000VEECO INSTRS INC DELCOM922417100102049600SHSOLE 4960000WAL-MART STORES INCCOM931142103328053500SHSOLE 5350000WPX ENERGY INCCOM98212B103143682503130SHSOLE 250313000ZIMMER BIOMET HLDGS INCCOM98956P10221384208444SHSOLE 20844400ZYNGA INCCL A98986T108448167000SHSOLE 16700000