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
ACTIVISION BLIZZARD INC COM 00507V109 8,626 421,994 SH   SOLE N/A 421,994 0 0
ALASKA AIR GROUP INC COM 011659109 5,460 58,519 SH   SOLE N/A 58,519 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,239 71,353 SH   SOLE N/A 71,353 0 0
AMERISOURCEBERGEN CORP COM 03073E105 8,821 134,483 SH   SOLE N/A 134,483 0 0
ASHLAND INC NEW COM 044209104 1,686 16,944 SH   SOLE N/A 16,944 0 0
ATHENAHEALTH INC COM 04685W103 1,052 6,564 SH   SOLE N/A 6,564 0 0
BANK OF AMERICA CORPORATION COM 060505104 3,570 207,585 SH   SOLE N/A 207,585 0 0
B/E AEROSPACE INC COM 073302101 7,634 87,963 SH   SOLE N/A 87,963 0 0
BEAM INC COM 073730103 292 3,505 SH   SOLE N/A 3,505 0 0
BOEING CO COM 097023105 7,061 56,271 SH   SOLE N/A 56,271 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,512 629,592 SH   SOLE N/A 629,592 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 189 3,635 SH   SOLE N/A 3,635 0 0
CBRE GROUP INC CL A 12504L109 5,595 203,975 SH   SOLE N/A 203,975 0 0
CELANESE CORP DEL COM SER A 150870103 5,415 97,557 SH   SOLE N/A 97,557 0 0
CELGENE CORP COM 151020104 1,650 11,823 SH   SOLE N/A 11,823 0 0
COBALT INTL ENERGY INC COM 19075F106 2,060 112,421 SH   SOLE N/A 112,421 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,102 107,119 SH   SOLE N/A 107,119 0 0
CORE LABORATORIES N V COM N22717107 8,817 44,434 SH   SOLE N/A 44,434 0 0
CREE INC COM 225447101 3,248 57,433 SH   SOLE N/A 57,433 0 0
CROWN CASTLE INTL CORP COM 228227104 8,429 114,249 SH   SOLE N/A 114,249 0 0
DOLLAR TREE INC COM 256746108 7,292 139,748 SH   SOLE N/A 139,748 0 0
DOMINION RES INC VA NEW COM 25746U109 6,627 93,352 SH   SOLE N/A 93,352 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 895 38,890 SH   SOLE N/A 38,890 0 0
EQUINIX INC COM NEW 29444U502 8,033 43,458 SH   SOLE N/A 43,458 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 4,657 110,675 SH   SOLE N/A 110,675 0 0
GAMESTOP CORP NEW CL A 36467W109 9,329 226,973 SH   SOLE N/A 226,973 0 0
GANNETT INC COM 364730101 621 22,511 SH   SOLE N/A 22,511 0 0
GNC HLDGS INC COM CL A 36191G107 2,948 66,961 SH   SOLE N/A 66,961 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,073 308,958 SH   SOLE N/A 308,958 0 0
HALLIBURTON CO COM 406216101 8,603 146,089 SH   SOLE N/A 146,089 0 0
HELMERICH & PAYNE INC COM 423452101 8,810 81,905 SH   SOLE N/A 81,905 0 0
INGERSOLL-RAND PLC SHS G47791101 4,806 83,954 SH   SOLE N/A 83,954 0 0
INTL PAPER CO COM 460146103 8,713 189,900 SH   SOLE N/A 189,900 0 0
JUNIPER NETWORKS INC COM 48203R104 8,907 345,771 SH   SOLE N/A 345,771 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 8,844 225,965 SH   SOLE N/A 225,965 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,623 166,548 SH   SOLE N/A 166,548 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 8,537 102,685 SH   SOLE N/A 102,685 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,851 71,564 SH   SOLE N/A 71,564 0 0
MICROSOFT CORP COM 594918104 8,496 207,279 SH   SOLE N/A 207,279 0 0
MOHAWK INDS INC COM 608190104 6,320 46,474 SH   SOLE N/A 46,474 0 0
MONSTER BEVERAGE CORP COM 611740101 5,415 77,976 SH   SOLE N/A 77,976 0 0
NETFLIX INC COM 64110L106 7,303 20,744 SH   SOLE N/A 20,744 0 0
NETSUITE INC COM 64118Q107 999 10,538 SH   SOLE N/A 10,538 0 0
NISOURCE INC COM 65473P105 7,123 200,466 SH   SOLE N/A 200,466 0 0
NOBLE CORP PLC SHS USD G65431101 6,046 184,664 SH   SOLE N/A 184,664 0 0
ONEOK INC NEW COM 682680103 8,719 147,151 SH   SOLE N/A 147,151 0 0
PACKAGING CORP AMER COM 695156109 4,707 66,883 SH   SOLE N/A 66,883 0 0
PPG INDS INC COM 693506107 4,034 20,851 SH   SOLE N/A 20,851 0 0
PULTE GROUP INC COM 745867101 7,884 410,826 SH   SOLE N/A 410,826 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 6,773 104,320 SH   SOLE N/A 104,320 0 0
REGIONS FINL CORP NEW COM 7591EP100 8,155 734,057 SH   SOLE N/A 734,057 0 0
RITE AID CORP COM 767754104 8,228 1,312,209 SH   SOLE N/A 1,312,209 0 0
ROCK-TENN CO CL A 772739207 8,140 77,102 SH   SOLE N/A 77,102 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 7,566 99,667 SH   SOLE N/A 99,667 0 0
SEALED AIR CORP NEW COM 81211K100 2,769 84,250 SH   SOLE N/A 84,250 0 0
SINA CORP ORD G81477104 281 4,651 SH   SOLE N/A 4,651 0 0
SIRIUS XM HLDGS INC COM 82968B103 6,906 2,158,073 SH   SOLE N/A 2,158,073 0 0
SYMANTEC CORP COM 871503108 3,329 166,684 SH   SOLE N/A 166,684 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,632 27,100 SH   SOLE N/A 27,100 0 0
TOWERS WATSON & CO CL A 891894107 8,631 75,677 SH   SOLE N/A 75,677 0 0
TRACTOR SUPPLY CO COM 892356106 8,711 123,335 SH   SOLE N/A 123,335 0 0
TRANSOCEAN LTD REG SHS H8817H100 7,300 176,596 SH   SOLE N/A 176,596 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,561 65,348 SH   SOLE N/A 65,348 0 0
TYSON FOODS INC CL A 902494103 9,626 218,728 SH   SOLE N/A 218,728 0 0
UNITED STATES STL CORP NEW COM 912909108 547 19,815 SH   SOLE N/A 19,815 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,586 107,268 SH   SOLE N/A 107,268 0 0
XYLEM INC COM 98419M100 4,005 109,980 SH   SOLE N/A 109,980 0 0
YANDEX N V SHS CLASS A N97284108 2,356 78,050 SH   SOLE N/A 78,050 0 0
ZIONS BANCORPORATION COM 989701107 1,391 44,899 SH   SOLE N/A 44,899 0 0