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
AMERICAN ELEC PWR INC COM 025537101 1,051 24,245 SH   SOLE   24,245 0 0
GENERAL ELECTRIC CO COM 369604103 4,667 195,349 SH   SOLE   195,349 0 0
DTE ENERGY CO COM 233331107 2,227 33,754 SH   SOLE   33,754 0 0
AMERICAN EXPRESS CO COM 025816109 975 12,917 SH   SOLE   12,917 0 0
UMB FINL CORP COM 902788108 1,134 20,872 SH   SOLE   20,872 0 0
BLACKROCK INC COM 09247X101 864 3,193 SH   SOLE   3,193 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 9,028 117,065 SH   SOLE   117,065 0 0
POWERSECURE INTL INC COM 73936N105 750 46,708 SH   SOLE   46,708 0 0
FIRST MERCHANTS CORP COM 320817109 404 23,326 SH   SOLE   23,326 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 1,842 121,881 SH   SOLE   121,881 0 0
GENERAL MLS INC COM 370334104 1,245 25,978 SH   SOLE   25,978 0 0
BANK NEW YORK MELLON CORP COM 064058100 782 25,903 SH   SOLE   25,903 0 0
BANK OF THE OZARKS INC COM 063904106 1,473 30,696 SH   SOLE   30,696 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,507 38,379 SH   SOLE   38,379 0 0
GLOBAL POWER EQUIPMENT GRP I COM PAR $0.01 37941P306 465 23,110 SH   SOLE   23,110 0 0
AMERICAN RAILCAR INDS INC COM 02916P103 680 17,340 SH   SOLE   17,340 0 0
MARKET VECTORS ETF TR HG YLD MUN ETF 57060U878 10,788 369,072 SH   SOLE   369,072 0 0
BAXTER INTL INC COM 071813109 1,131 17,220 SH   SOLE   17,220 0 0
CARNIVAL CORP PAIRED CTF 143658300 972 29,782 SH   SOLE   29,782 0 0
CHUBB CORP COM 171232101 744 8,338 SH   SOLE   8,338 0 0
FRANKLIN RES INC COM 354613101 766 15,162 SH   SOLE   15,162 0 0
GILEAD SCIENCES INC COM 375558103 1,599 25,450 SH   SOLE   25,450 0 0
HUNTINGTON BANCSHARES INC COM 446150104 418 50,584 SH   SOLE   50,584 0 0
MUELLER INDS INC COM 624756102 684 12,293 SH   SOLE   12,293 0 0
NOBLE ENERGY INC COM 655044105 829 12,364 SH   SOLE   12,364 0 0
NORTHWEST BANCSHARES INC MD COM 667340103 1,551 117,336 SH   SOLE   117,336 0 0
PROTO LABS INC COM 743713109 906 11,854 SH   SOLE   11,854 0 0
SOUTHERN CO COM 842587107 1,010 24,528 SH   SOLE   24,528 0 0
STATE STR CORP COM 857477103 682 10,371 SH   SOLE   10,371 0 0
TRINITY INDS INC COM 896522109 1,802 39,743 SH   SOLE   39,743 0 0
WABASH NATL CORP COM 929566107 1,601 137,303 SH   SOLE   137,303 0 0
WELLS FARGO CO NEW COM 949746101 3,070 74,295 SH   SOLE   74,295 0 0
THE ADT CORPORATION COM 00101J106 344 8,461 SH   SOLE   8,461 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,609 26,334 SH   SOLE   26,334 0 0
NEXTERA ENERGY INC COM 65339F101 2,437 30,406 SH   SOLE   30,406 0 0
3M CO COM 88579Y101 3,374 28,259 SH   SOLE   28,259 0 0
ACE LTD SHS H0023R105 752 8,040 SH   SOLE   8,040 0 0
ACUITY BRANDS INC COM 00508Y102 556 6,037 SH   SOLE   6,037 0 0
ALLERGAN INC COM 018490102 1,456 16,096 SH   SOLE   16,096 0 0
AON PLC SHS CL A G0408V102 894 12,010 SH   SOLE   12,010 0 0
ARGAN INC COM 04010E109 380 17,275 SH   SOLE   17,275 0 0
ASSOCIATED BANC CORP COM 045487105 386 24,900 SH   SOLE   24,900 0 0
BIOGEN IDEC INC COM 09062X103 1,819 7,555 SH   SOLE   7,555 0 0
BUNGE LIMITED COM G16962105 1,361 17,935 SH   SOLE   17,935 0 0
CAMPBELL SOUP CO COM 134429109 2,253 55,343 SH   SOLE   55,343 0 0
CHEMICAL FINL CORP COM 163731102 219 7,852 SH   SOLE   7,852 0 0
CITY HLDG CO COM 177835105 1,042 24,099 SH   SOLE   24,099 0 0
COMMUNITY BK SYS INC COM 203607106 991 29,051 SH   SOLE   29,051 0 0
CONAGRA FOODS INC COM 205887102 1,104 36,390 SH   SOLE   36,390 0 0
CONOCOPHILLIPS COM 20825C104 3,308 47,595 SH   SOLE   47,595 0 0
COVIDIEN PLC SHS G2554F113 772 12,672 SH   SOLE   12,672 0 0
DEERE CO COM 244199105 1,045 12,839 SH   SOLE   12,839 0 0
DOUGLAS DYNAMICS INC COM 25960R105 456 30,976 SH   SOLE   30,976 0 0
DYCOM INDS INC COM 267475101 572 20,448 SH   SOLE   20,448 0 0
EBAY INC COM 278642103 1,122 20,112 SH   SOLE   20,112 0 0
ECOLAB INC COM 278865100 1,581 16,004 SH   SOLE   16,004 0 0
EDISON INTL COM 281020107 859 18,656 SH   SOLE   18,656 0 0
EMCOR GROUP INC COM 29084Q100 628 16,040 SH   SOLE   16,040 0 0
ENCORE WIRE CORP COM 292562105 497 12,592 SH   SOLE   12,592 0 0
FASTENAL CO COM 311900104 749 14,912 SH   SOLE   14,912 0 0
FIRST FINL BANCORP OH COM 320209109 699 46,068 SH   SOLE   46,068 0 0
FIRST FINL BANKSHARES COM 32020R109 1,447 24,597 SH   SOLE   24,597 0 0
FIRST FINL CORP IND COM 320218100 352 11,162 SH   SOLE   11,162 0 0
FIRSTMERIT CORP COM 337915102 636 29,276 SH   SOLE   29,276 0 0
FISERV INC COM 337738108 2,081 20,593 SH   SOLE   20,593 0 0
FNB CORP PA COM 302520101 2,107 173,669 SH   SOLE   173,669 0 0
GENERAC HLDGS INC COM 368736104 718 16,849 SH   SOLE   16,849 0 0
HERSHEY CO COM 427866108 2,606 28,172 SH   SOLE   28,172 0 0
HESS CORP COM 42809H107 402 5,204 SH   SOLE   5,204 0 0
HONEYWELL INTL INC COM 438516106 1,205 14,510 SH   SOLE   14,510 0 0
HUBBELL INC CL B 443510201 582 5,554 SH   SOLE   5,554 0 0
INTL PAPER CO COM 460146103 786 17,542 SH   SOLE   17,542 0 0
INTUIT COM 461202103 1,966 29,654 SH   SOLE   29,654 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 675 1,795 SH   SOLE   1,795 0 0
INVESCO LTD SHS G491BT108 809 25,374 SH   SOLE   25,374 0 0
KELLOGG CO COM 487836108 1,193 20,305 SH   SOLE   20,305 0 0
MARRIOTT INTL INC NEW CL A 571903202 920 21,883 SH   SOLE   21,883 0 0
MARSH MCLENNAN COS INC COM 571748102 811 18,622 SH   SOLE   18,622 0 0
MCKESSON CORP COM 58155Q103 1,785 13,914 SH   SOLE   13,914 0 0
MEDTRONIC INC COM 585055106 2,646 49,695 SH   SOLE   49,695 0 0
MONSANTO CO NEW COM 61166W101 1,696 16,251 SH   SOLE   16,251 0 0
MORGAN STANLEY COM NEW 617446448 429 15,929 SH   SOLE   15,929 0 0
MYLAN INC COM 628530107 1,592 41,698 SH   SOLE   41,698 0 0
NORDSTROM INC COM 655664100 1,135 20,201 SH   SOLE   20,201 0 0
NORTHEAST UTILS COM 664397106 1,785 43,277 SH   SOLE   43,277 0 0
NORTHERN TR CORP COM 665859104 734 13,490 SH   SOLE   13,490 0 0
OLD NATL BANCORP IND COM 680033107 1,473 103,765 SH   SOLE   103,765 0 0
OMNICOM GROUP INC COM 681919106 1,465 23,096 SH   SOLE   23,096 0 0
ORACLE CORP COM 68389X105 3,946 118,974 SH   SOLE   118,974 0 0
PARK NATL CORP COM 700658107 797 10,073 SH   SOLE   10,073 0 0
PENTAIR LTD SHS H6169Q108 264 4,060 SH   SOLE   4,060 0 0
PHILIP MORRIS INTL INC COM 718172109 2,495 28,810 SH   SOLE   28,810 0 0
PHILLIPS 66 COM 718546104 329 5,685 SH   SOLE   5,685 0 0
PPL CORP COM 69351T106 831 27,355 SH   SOLE   27,355 0 0
PUBLIC STORAGE COM 74460D109 789 4,913 SH   SOLE   4,913 0 0
QUALCOMM INC COM 747525103 1,446 21,468 SH   SOLE   21,468 0 0
REYNOLDS AMERICAN INC COM 761713106 1,631 33,434 SH   SOLE   33,434 0 0
S Y BANCORP INC COM 785060104 420 14,836 SH   SOLE   14,836 0 0
SALESFORCE COM INC COM 79466L302 861 16,588 SH   SOLE   16,588 0 0
SEMPRA ENERGY COM 816851109 1,208 14,111 SH   SOLE   14,111 0 0
SYSCO CORP COM 871829107 832 26,153 SH   SOLE   26,153 0 0
TETRA TECH INC NEW COM 88162G103 2,032 78,487 SH   SOLE   78,487 0 0
TUTOR PERINI CORP COM 901109108 1,422 66,691 SH   SOLE   66,691 0 0
UNION PAC CORP COM 907818108 3,211 20,674 SH   SOLE   20,674 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,096 19,441 SH   SOLE   19,441 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,748 24,414 SH   SOLE   24,414 0 0
VALERO ENERGY CORP NEW COM 91913Y100 512 14,997 SH   SOLE   14,997 0 0
VENTAS INC COM 92276F100 668 10,868 SH   SOLE   10,868 0 0
VISA INC COM CL A 92826C839 3,201 16,750 SH   SOLE   16,750 0 0
WALGREEN CO COM 931422109 1,209 22,465 SH   SOLE   22,465 0 0
WELLPOINT INC COM 94973V107 973 11,636 SH   SOLE   11,636 0 0
XCEL ENERGY INC COM 98389B100 1,499 54,279 SH   SOLE   54,279 0 0
YAHOO INC COM 984332106 1,606 48,417 SH   SOLE   48,417 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 70 1,583 SH   SOLE   1,583 0 0
ISHARES IBOXX INV CP ETF 464287242 2,466 21,720 SH   SOLE   21,720 0 0
ISHARES INTERM CR BD ETF 464288638 1,410 13,060 SH   SOLE   13,060 0 0
AFLAC INC COM 001055102 804 12,966 SH   SOLE   12,966 0 0
AZZ INC COM 002474104 1,630 38,931 SH   SOLE   38,931 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 837 7,206 SH   SOLE   7,206 0 0
ALLSTATE CORP COM 020002101 794 15,710 SH   SOLE   15,710 0 0
AMGEN INC COM 031162100 3,033 27,093 SH   SOLE   27,093 0 0
AMPHENOL CORP NEW CL A 032095101 792 10,239 SH   SOLE   10,239 0 0
ANADARKO PETE CORP COM 032511107 822 8,839 SH   SOLE   8,839 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,796 38,632 SH   SOLE   38,632 0 0
AVALONBAY CMNTYS INC COM 053484101 668 5,258 SH   SOLE   5,258 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,420 12,508 SH   SOLE   12,508 0 0
BOSTON PROPERTIES INC COM 101121101 714 6,682 SH   SOLE   6,682 0 0
BRYN MAWR BK CORP COM 117665109 401 14,862 SH   SOLE   14,862 0 0
CF INDS HLDGS INC COM 125269100 686 3,255 SH   SOLE   3,255 0 0
CIGNA CORPORATION COM 125509109 1,322 17,196 SH   SOLE   17,196 0 0
CVS CAREMARK CORPORATION COM 126650100 1,832 32,285 SH   SOLE   32,285 0 0
CELGENE CORP COM 151020104 698 4,535 SH   SOLE   4,535 0 0
CENTURYLINK INC COM 156700106 770 24,548 SH   SOLE   24,548 0 0
CITIGROUP INC COM NEW 172967424 1,634 33,684 SH   SOLE   33,684 0 0
COCA COLA CO COM 191216100 3,411 90,045 SH   SOLE   90,045 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 841 10,245 SH   SOLE   10,245 0 0
COLGATE PALMOLIVE CO COM 194162103 1,450 24,448 SH   SOLE   24,448 0 0
COLUMBIA BKG SYS INC COM 197236102 1,023 41,421 SH   SOLE   41,421 0 0
COMFORT SYS USA INC COM 199908104 479 28,523 SH   SOLE   28,523 0 0
CONSOLIDATED EDISON INC COM 209115104 1,019 18,474 SH   SOLE   18,474 0 0
DISCOVER FINL SVCS COM 254709108 870 17,207 SH   SOLE   17,207 0 0
E M C CORP MASS COM 268648102 1,141 44,644 SH   SOLE   44,644 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 376 49,563 SH   SOLE   49,563 0 0
FOSTER L B CO COM 350060109 312 6,820 SH   SOLE   6,820 0 0
FREIGHTCAR AMER INC COM 357023100 1,351 65,333 SH   SOLE   65,333 0 0
FULTON FINL CORP PA COM 360271100 395 33,836 SH   SOLE   33,836 0 0
GERMAN AMERN BANCORP INC COM 373865104 383 15,191 SH   SOLE   15,191 0 0
GRANITE CONSTR INC COM 387328107 415 13,569 SH   SOLE   13,569 0 0
GREENBRIER COS INC COM 393657101 705 28,496 SH   SOLE   28,496 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,853 20,807 SH   SOLE   20,807 0 0
JOHNSON JOHNSON COM 478160104 3,665 42,277 SH   SOLE   42,277 0 0
KIMBERLY CLARK CORP COM 494368103 1,641 17,414 SH   SOLE   17,414 0 0
KROGER CO COM 501044101 1,416 35,112 SH   SOLE   35,112 0 0
LAKELAND FINL CORP COM 511656100 438 13,404 SH   SOLE   13,404 0 0
LAUDER ESTEE COS INC CL A 518439104 849 12,142 SH   SOLE   12,142 0 0
LAYNE CHRISTENSEN CO COM 521050104 293 14,656 SH   SOLE   14,656 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 1,046 7,105 SH   SOLE   7,105 0 0
LILLY ELI CO COM 532457108 1,318 26,183 SH   SOLE   26,183 0 0
LOEWS CORP COM 540424108 731 15,648 SH   SOLE   15,648 0 0
MARATHON OIL CORP COM 565849106 715 20,504 SH   SOLE   20,504 0 0
MASTEC INC COM 576323109 1,464 48,331 SH   SOLE   48,331 0 0
MATTEL INC COM 577081102 1,078 25,762 SH   SOLE   25,762 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,367 23,016 SH   SOLE   23,016 0 0
MUELLER WTR PRODS INC COM SER A 624758108 782 97,924 SH   SOLE   97,924 0 0
NATIONAL PENN BANCSHARES INC COM 637138108 1,448 144,101 SH   SOLE   144,101 0 0
NEWMONT MINING CORP COM 651639106 444 15,786 SH   SOLE   15,786 0 0
NORTHWEST PIPE CO COM 667746101 503 15,289 SH   SOLE   15,289 0 0
NUCOR CORP COM 670346105 867 17,681 SH   SOLE   17,681 0 0
OSHKOSH CORP COM 688239201 472 9,635 SH   SOLE   9,635 0 0
PNC FINL SVCS GROUP INC COM 693475105 822 11,347 SH   SOLE   11,347 0 0
PACWEST BANCORP DEL COM 695263103 1,406 40,907 SH   SOLE   40,907 0 0
PAYCHEX INC COM 704326107 1,990 48,977 SH   SOLE   48,977 0 0
PEOPLES BANCORP INC COM 709789101 327 15,676 SH   SOLE   15,676 0 0
PEPSICO INC COM 713448108 2,976 37,434 SH   SOLE   37,434 0 0
PIKE ELEC CORP COM 721283109 363 32,096 SH   SOLE   32,096 0 0
PRECISION CASTPARTS CORP COM 740189105 916 4,030 SH   SOLE   4,030 0 0
PROCTER GAMBLE CO COM 742718109 4,158 55,008 SH   SOLE   55,008 0 0
PRIVATEBANCORP INC COM 742962103 470 21,955 SH   SOLE   21,955 0 0
PRUDENTIAL FINL INC COM 744320102 967 12,399 SH   SOLE   12,399 0 0
ROCKWELL AUTOMATION INC COM 773903109 925 8,654 SH   SOLE   8,654 0 0
ROPER INDS INC NEW COM 776696106 1,681 12,651 SH   SOLE   12,651 0 0
S T BANCORP INC COM 783859101 981 40,524 SH   SOLE   40,524 0 0
SHERWIN WILLIAMS CO COM 824348106 793 4,351 SH   SOLE   4,351 0 0
STANDEX INTL CORP COM 854231107 453 7,620 SH   SOLE   7,620 0 0
SUSQUEHANNA BANCSHARES INC P COM 869099101 1,614 128,570 SH   SOLE   128,570 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,048 11,371 SH   SOLE   11,371 0 0
TRIMAS CORP COM NEW 896215209 768 20,585 SH   SOLE   20,585 0 0
US BANCORP DEL COM NEW 902973304 898 24,547 SH   SOLE   24,547 0 0
URS CORP NEW COM 903236107 2,366 44,013 SH   SOLE   44,013 0 0
UMPQUA HLDGS CORP COM 904214103 1,531 94,382 SH   SOLE   94,382 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,129 38,972 SH   SOLE   38,972 0 0
VORNADO RLTY TR SH BEN INT 929042109 751 8,932 SH   SOLE   8,932 0 0
WAL-MART STORES INC COM 931142103 2,798 37,837 SH   SOLE   37,837 0 0
WASTE CONNECTIONS INC COM 941053100 493 10,866 SH   SOLE   10,866 0 0
ATT INC COM 00206R102 3,406 100,724 SH   SOLE   100,724 0 0
ACTAVIS INC COM 00507K103 2,080 14,441 SH   SOLE   14,441 0 0
ALTRIA GROUP INC COM 02209S103 1,825 53,122 SH   SOLE   53,122 0 0
AMERICAN TOWER CORP NEW COM 03027X100 641 8,641 SH   SOLE   8,641 0 0
BABCOCK WILCOX CO NEW COM 05615F102 466 13,815 SH   SOLE   13,815 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,364 144,993 SH   SOLE   144,993 0 0
CST BRANDS INC COM 12646R105 50 1,665 SH   SOLE   1,665 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 500 8,567 SH   SOLE   8,567 0 0
CAPITAL ONE FINL CORP COM 14040H105 823 11,971 SH   SOLE   11,971 0 0
CARDINAL HEALTH INC COM 14149Y108 1,016 19,484 SH   SOLE   19,484 0 0
CISCO SYS INC COM 17275R102 2,047 87,406 SH   SOLE   87,406 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,309 11,371 SH   SOLE   11,371 0 0
COVANTA HLDG CORP COM 22282E102 407 19,045 SH   SOLE   19,045 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,076 18,908 SH   SOLE   18,908 0 0
DOMINION RES INC VA NEW COM 25746U109 1,738 27,814 SH   SOLE   27,814 0 0
EOG RES INC COM 26875P101 1,029 6,081 SH   SOLE   6,081 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,087 23,398 SH   SOLE   23,398 0 0
GLACIER BANCORP INC NEW COM 37637Q105 2,386 96,570 SH   SOLE   96,570 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 642 4,057 SH   SOLE   4,057 0 0
HCP INC COM 40414L109 636 15,524 SH   SOLE   15,524 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 391 21,693 SH   SOLE   21,693 0 0
JPMORGAN CHASE CO COM 46625H100 2,523 48,816 SH   SOLE   48,816 0 0
KINDER MORGAN INC DEL COM 49456B101 1,528 42,971 SH   SOLE   42,971 0 0
KRAFT FOODS GROUP INC COM 50076Q106 524 9,999 SH   SOLE   9,999 0 0
MB FINANCIAL INC NEW COM 55264U108 505 17,900 SH   SOLE   17,900 0 0
MYR GROUP INC DEL COM 55405W104 369 15,193 SH   SOLE   15,193 0 0
MASTERCARD INC CL A 57636Q104 1,889 2,808 SH   SOLE   2,808 0 0
ORION MARINE GROUP INC COM 68628V308 442 42,450 SH   SOLE   42,450 0 0
ORITANI FINL CORP DEL COM 68633D103 1,523 92,527 SH   SOLE   92,527 0 0
PRICE T ROWE GROUP INC COM 74144T108 720 10,007 SH   SOLE   10,007 0 0
PRIMORIS SVCS CORP COM 74164F103 1,406 55,205 SH   SOLE   55,205 0 0
PROVIDENT FINL SVCS INC COM 74386T105 965 59,551 SH   SOLE   59,551 0 0
QUANTA SVCS INC COM 74762E102 381 13,835 SH   SOLE   13,835 0 0
RBC BEARINGS INC COM 75524B104 577 8,764 SH   SOLE   8,764 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 25,199 415,619 SH   SOLE   415,619 0 0
STARZ COM SER A 85571Q102 187 6,646 SH   SOLE   6,646 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,315 28,613 SH   SOLE   28,613 0 0
TIME WARNER CABLE INC COM 88732J207 968 8,670 SH   SOLE   8,670 0 0
TITAN INTL INC ILL COM 88830M102 1,673 114,258 SH   SOLE   114,258 0 0
TRAVELERS COMPANIES INC COM 89417E109 742 8,753 SH   SOLE   8,753 0 0
US ECOLOGY INC COM 91732J102 460 15,270 SH   SOLE   15,270 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,185 46,833 SH   SOLE   46,833 0 0
WINTRUST FINL CORP COM 97650W108 1,600 38,964 SH   SOLE   38,964 0 0
ZIMMER HLDGS INC COM 98956P102 1,192 14,509 SH   SOLE   14,509 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,316 17,876 SH   SOLE   17,876 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 1,507 25,798 SH   SOLE   25,798 0 0
INGERSOLL-RAND PLC SHS G47791101 1,430 22,015 SH   SOLE   22,015 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 885 12,088 SH   SOLE   12,088 0 0