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
ABM INDUSTRIES INC CMN COM 000957100 434,000 10,926 SH   SOLE 0 0 0 10,926
AFLAC INCORPORATED CMN COM 001055102 1,716,000 23,876 SH   SOLE 0 0 0 23,876
AGCO CORP CMN COM 001084102 470,000 9,537 SH   SOLE 0 0 0 9,537
AES CORP. CMN COM 00130H105 266,000 20,733 SH   SOLE 0 0 0 20,733
AT&T INC CMN COM 00206R102 2,262,000 55,701 SH   SOLE 0 0 0 55,701
AARON RENTS INC A CMN COM 002535300 458,000 18,028 SH   SOLE 0 0 0 18,028
ABBOTT LABORATORIES CMN COM 002824100 274,000 6,486 SH   SOLE 0 0 0 6,486
ABBVIE INC. CMN COM 00287Y109 520,000 8,243 SH   SOLE 0 0 0 8,243
ABIOMED INC CMN COM 003654100 129,000 1,003 SH   SOLE 0 0 0 1,003
ACI WORLDWIDE INC CMN COM 004498101 408,000 21,069 SH   SOLE 0 0 0 21,069
ADOBE SYSTEMS INC CMN COM 00724F101 59,000 540 SH   SOLE 0 0 0 540
ADVANCED MICRO DEVICES, INC. CMN COM 007903107 521,000 75,436 SH   SOLE 0 0 0 75,436
AETNA INC CMN COM 00817Y108 1,402,000 12,145 SH   SOLE 0 0 0 12,145
AGILENT TECHNOLOGIES, INC. CMN COM 00846U101 877,000 18,621 SH   SOLE 0 0 0 18,621
AGNICO EAGLE MINES LTD CMN COM 008474108 514,000 9,486 SH   SOLE 0 0 0 9,486
AIR METHODS CORP NEW CMN COM 009128307 13,000 415 SH   SOLE 0 0 0 415
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 79,000 527 SH   SOLE 0 0 0 527
ALASKA AIR GROUP INC(DEL HLDG) CMN COM 011659109 659,000 10,010 SH   SOLE 0 0 0 10,010
ALCOA INC. CMN COM 013817101 58,000 5,695 SH   SOLE 0 0 0 5,695
ALERE INC CMN COM 01449J105 66,000 1,526 SH   SOLE 0 0 0 1,526
ALIGN TECHNOLOGY INC CMN COM 016255101 1,446,000 15,427 SH   SOLE 0 0 0 15,427
ALLEGHANY CORP (DELAWARE) CMN COM 017175100 513,000 978 SH   SOLE 0 0 0 978
ALLEGIANT TRAVEL CO CMN COM 01748X102 311,000 2,356 SH   SOLE 0 0 0 2,356
ALLETE INC. CMN COM 018522300 649,000 10,880 SH   SOLE 0 0 0 10,880
ALLIANT ENERGY CORPORATION CMN COM 018802108 466,000 12,159 SH   SOLE 0 0 0 12,159
ALLSCRIPTS HEALTHCARE SOL INC CMN COM 01988P108 119,000 9,013 SH   SOLE 0 0 0 9,013
ALLSTATE CORPORATION COMMON STOCK COM 020002101 762,000 11,012 SH   SOLE 0 0 0 11,012
ALPHABET INC. CMN CLASS A COM 02079K305 2,716,000 3,378 SH   SOLE 0 0 0 3,378
ALTRIA GROUP, INC. CMN COM 02209S103 1,428,000 22,589 SH   SOLE 0 0 0 22,589
AMEREN CORPORATION CMN COM 023608102 1,215,000 24,703 SH   SOLE 0 0 0 24,703
AMERICAN ELECTRIC POWER INC CMN COM 025537101 1,237,000 19,267 SH   SOLE 0 0 0 19,267
AMERICAN EAGLE OUTFITTERS INC (NEW) COM 02553E106 2,272,000 127,206 SH   SOLE 0 0 0 127,206
AMERICAN FINANCIAL GROUP INC CMN COM 025932104 555,000 7,399 SH   SOLE 0 0 0 7,399
AMERICAN WATER WORKS CO, INC. CMN COM 030420103 470,000 6,279 SH   SOLE 0 0 0 6,279
AMERIGAS PARTNERS L.P. UNIT LTD PARTNERSHIP INT COM 030975106 616,000 13,496 SH   SOLE 0 0 0 13,496
AMGEN INC. CMN COM 031162100 1,752,000 10,501 SH   SOLE 0 0 0 10,501
AMSURG CORP. CMN COM 03232P405 573,000 8,543 SH   SOLE 0 0 0 8,543
AMTRUST FINANCIAL SERVICES INC CMN COM 032359309 11,000 412 SH   SOLE 0 0 0 412
ANALOG DEVICES, INC. CMN COM 032654105 846,000 13,130 SH   SOLE 0 0 0 13,130
ANSYS INC CMN COM 03662Q105 219,000 2,365 SH   SOLE 0 0 0 2,365
ANTERO MIDSTREAM PARTNERS LP CMN COM 03673L103 118,000 4,436 SH   SOLE 0 0 0 4,436
ANTERO RESOURCES CORPORATION CMN COM 03674X106 264,000 9,802 SH   SOLE 0 0 0 9,802
ANTHEM, INC. CMN COM 036752103 777,000 6,197 SH   SOLE 0 0 0 6,197
APOLLO GLOBAL MANAGEMENT, LLC CMN CLASS A COM 037612306 800,000 44,567 SH   SOLE 0 0 0 44,567
APPLE INC. CMN COM 037833100 805,000 7,121 SH   SOLE 0 0 0 7,121
APPLIED MATERIALS INC CMN COM 038222105 1,859,000 61,643 SH   SOLE 0 0 0 61,643
APTARGROUP INC CMN COM 038336103 48,000 623 SH   SOLE 0 0 0 623
ARCHER DANIELS MIDLAND CO CMN COM 039483102 1,039,000 24,630 SH   SOLE 0 0 0 24,630
ARROW ELECTRONICS INC. CMN COM 042735100 1,522,000 23,789 SH   SOLE 0 0 0 23,789
ASPEN TECHNOLOGY INC CMN COM 045327103 123,000 2,635 SH   SOLE 0 0 0 2,635
ASSOCIATED BANC-CORP CMN COM 045487105 482,000 24,583 SH   SOLE 0 0 0 24,583
ATMOS ENERGY CORPORATION CMN COM 049560105 275,000 3,698 SH   SOLE 0 0 0 3,698
AUTOLIV, INC. CMN COM 052800109 24,000 223 SH   SOLE 0 0 0 223
AUTOZONE, INC. CMN COM 053332102 854,000 1,111 SH   SOLE 0 0 0 1,111
AVERY DENNISON CORPORATION CMN COM 053611109 1,276,000 16,399 SH   SOLE 0 0 0 16,399
AVISTA CORP CMN COM 05379B107 1,096,000 26,223 SH   SOLE 0 0 0 26,223
AVNET INC. CMN COM 053807103 866,000 21,096 SH   SOLE 0 0 0 21,096
AVON PRODUCTS INC. CMN COM 054303102 34,000 5,947 SH   SOLE 0 0 0 5,947
B&G FOODS, INC. CMN COM 05508R106 899,000 18,278 SH   SOLE 0 0 0 18,278
BWX TECHNOLOGIES, INC. CMN COM 05605H100 1,486,000 38,722 SH   SOLE 0 0 0 38,722
BARNES GROUP INC CMN COM 067806109 75,000 1,843 SH   SOLE 0 0 0 1,843
BARRICK GOLD CORPORATION CMN COM 067901108 805,000 45,433 SH   SOLE 0 0 0 45,433
BARRACUDA NETWORKS INC CMN COM 068323104 33,000 1,285 SH   SOLE 0 0 0 1,285
BAXTER INTERNATIONAL INC CMN COM 071813109 1,984,000 41,680 SH   SOLE 0 0 0 41,680
BEACON ROOFING SUPPLY, INC. CMN COM 073685109 109,000 2,598 SH   SOLE 0 0 0 2,598
BED BATH & BEYOND INC. CMN COM 075896100 833,000 19,314 SH   SOLE 0 0 0 19,314
BELDEN INC CMN COM 077454106 277,000 4,021 SH   SOLE 0 0 0 4,021
BEMIS COMPANY CMN COM 081437105 678,000 13,301 SH   SOLE 0 0 0 13,301
BERRY PLASTICS GROUP, INC. CMN COM 08579W103 142,000 3,227 SH   SOLE 0 0 0 3,227
BEST BUY CO INC CMN SERIES COM 086516101 1,397,000 36,578 SH   SOLE 0 0 0 36,578
BIG LOTS INC CMN COM 089302103 1,684,000 35,277 SH   SOLE 0 0 0 35,277
BIO-RAD LABORATORIES, INC CMN CLASS A COM 090572207 832,000 5,078 SH   SOLE 0 0 0 5,078
BIOGEN INC. CMN COM 09062X103 726,000 2,320 SH   SOLE 0 0 0 2,320
BIO TECHNE CORP CMN COM 09073M104 562,000 5,128 SH   SOLE 0 0 0 5,128
BLACK HILLS CORP CMN COM 092113109 180,000 2,944 SH   SOLE 0 0 0 2,944
BLACK KNIGHT FINANCIAL SERVICE*S INC. CMN CLASS A COM 09214X100 841,000 20,553 SH   SOLE 0 0 0 20,553
H & R BLOCK INC. CMN COM 093671105 269,000 11,625 SH   SOLE 0 0 0 11,625
BLOOMIN' BRANDS, INC. CMN COM 094235108 587,000 34,038 SH   SOLE 0 0 0 34,038
BOARDWALK PIPELINE PARTNERS LP CMN COM 096627104 553,000 32,210 SH   SOLE 0 0 0 32,210
BOOZ ALLEN HAMILTON HOLDING CORPORATION CMN COM 099502106 541,000 17,109 SH   SOLE 0 0 0 17,109
BOSTON BEER INC CL A CMN CLASS A COM 100557107 119,000 765 SH   SOLE 0 0 0 765
BRINKER INTERNATIONAL INC CMN COM 109641100 297,000 5,889 SH   SOLE 0 0 0 5,889
BROADRIDGE FINANCIAL SOLUTIONS IN CMN COM 11133T103 1,048,000 15,461 SH   SOLE 0 0 0 15,461
BROCADE COMMUNICATIONS SYSTEMS*, INC. CMN COM 111621306 1,187,000 128,613 SH   SOLE 0 0 0 128,613
BRUNSWICK CORP. CMN COM 117043109 552,000 11,310 SH   SOLE 0 0 0 11,310
BUCKLE INC COM CMN COM 118440106 416,000 17,315 SH   SOLE 0 0 0 17,315
BURLINGTON STORES INC CMN COM 122017106 1,047,000 12,919 SH   SOLE 0 0 0 12,919
CBS CORPORATION CMN CLASS B COM 124857202 423,000 7,732 SH   SOLE 0 0 0 7,732
CDK GLOBAL INC CMN COM 12508E101 546,000 9,524 SH   SOLE 0 0 0 9,524
CDW CORP CMN COM 12514G108 1,108,000 24,240 SH   SOLE 0 0 0 24,240
CIGNA CORPORATION CMN COM 125509109 524,000 4,021 SH   SOLE 0 0 0 4,021
CME GROUP INC. CMN CLASS A COM 12572Q105 815,000 7,798 SH   SOLE 0 0 0 7,798
CMS ENERGY CORPORATION CMN COM 125896100 136,000 3,232 SH   SOLE 0 0 0 3,232
CVS HEALTH CORP CMN COM 126650100 11,000 128 SH   SOLE 0 0 0 128
CA, INC. CMN COM 12673P105 3,029,000 91,553 SH   SOLE 0 0 0 91,553
CABOT CORP. CMN COM 127055101 169,000 3,234 SH   SOLE 0 0 0 3,234
CACI INTERNATIONAL INC CMN CLASS A COM 127190304 328,000 3,251 SH   SOLE 0 0 0 3,251
CADENCE DESIGN SYSTEMS INC CMN COM 127387108 1,062,000 41,611 SH   SOLE 0 0 0 41,611
CAL-MAINE FOODS INC CMN COM 128030202 584,000 15,151 SH   SOLE 0 0 0 15,151
CAMPBELL SOUP CO CMN COM 134429109 320,000 5,854 SH   SOLE 0 0 0 5,854
CAPITAL ONE FINANCIAL CORP CMN COM 14040H105 224,000 3,113 SH   SOLE 0 0 0 3,113
CAPITOL FEDERAL FINANCIAL INC CMN COM 14057J101 590,000 41,918 SH   SOLE 0 0 0 41,918
CARLISLE COS INC CMN COM 142339100 1,505,000 14,674 SH   SOLE 0 0 0 14,674
CARNIVAL CORPORATION CMN COM 143658300 501,000 10,264 SH   SOLE 0 0 0 10,264
CASEY'S GENERAL STORES,INC CMN COM 147528103 1,453,000 12,095 SH   SOLE 0 0 0 12,095
CATHAY GENERAL BANCORP CMN COM 149150104 281,000 9,116 SH   SOLE 0 0 0 9,116
CENTENE CORPORATION CMN COM 15135B101 838,000 12,522 SH   SOLE 0 0 0 12,522
CENTERPOINT ENERGY, INC. CMN COM 15189T107 356,000 15,321 SH   SOLE 0 0 0 15,321
CENTURYLINK INC CMN COM 156700106 1,356,000 49,434 SH   SOLE 0 0 0 49,434
CHARLES RIV LABS INTL INC CMN COM 159864107 684,000 8,203 SH   SOLE 0 0 0 8,203
CHEESECAKE FACTORY INCORPORATE*D (THE) CMN COM 163072101 1,271,000 25,396 SH   SOLE 0 0 0 25,396
CHEMED CORP CMN COM 16359R103 708,000 5,022 SH   SOLE 0 0 0 5,022
CHEMTURA CORPORATION CMN COM 163893209 322,000 9,803 SH   SOLE 0 0 0 9,803
CHICO'S FAS INC CMN COM 168615102 331,000 27,819 SH   SOLE 0 0 0 27,819
CHURCH & DWIGHT CO., INC. CMN COM 171340102 244,000 5,085 SH   SOLE 0 0 0 5,085
CINCINNATI FINANCIAL CRP CMN COM 172062101 1,814,000 24,050 SH   SOLE 0 0 0 24,050
CINEMARK HOLDINGS, INC. CMN COM 17243V102 235,000 6,133 SH   SOLE 0 0 0 6,133
CIRRUS LOGIC COMMON STOCK COM 172755100 906,000 17,049 SH   SOLE 0 0 0 17,049
CISCO SYSTEMS, INC. CMN COM 17275R102 2,513,000 79,221 SH   SOLE 0 0 0 79,221
CINTAS CORPORATION CMN COM 172908105 1,436,000 12,755 SH   SOLE 0 0 0 12,755
CITRIX SYSTEMS INC CMN COM 177376100 861,000 10,098 SH   SOLE 0 0 0 10,098
CLARCOR INC CMN COM 179895107 286,000 4,400 SH   SOLE 0 0 0 4,400
CLOROX CO (THE) (DELAWARE) CMN COM 189054109 833,000 6,655 SH   SOLE 0 0 0 6,655
COACH INC CMN COM 189754104 1,157,000 31,650 SH   SOLE 0 0 0 31,650
COCA-COLA COMPANY (THE) CMN COM 191216100 69,000 1,639 SH   SOLE 0 0 0 1,639
COGNEX CORP CMN COM 192422103 1,033,000 19,534 SH   SOLE 0 0 0 19,534
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A COM 192446102 658,000 13,796 SH   SOLE 0 0 0 13,796
COLGATE-PALMOLIVE CO CMN COM 194162103 1,115,000 15,044 SH   SOLE 0 0 0 15,044
COLUMBIA SPORTSWEAR COMPANY COMMON STOCK COM 198516106 247,000 4,351 SH   SOLE 0 0 0 4,351
COMCAST CORPORATION CMN CLASS A VOTING COM 20030N101 1,081,000 16,296 SH   SOLE 0 0 0 16,296
COMMERCIAL METALS CO CMN COM 201723103 405,000 25,014 SH   SOLE 0 0 0 25,014
COMMUNICATIONS SALES & LEASING INC CMN COM 20341J104 80,000 2,539 SH   SOLE 0 0 0 2,539
COMMVAULT SYSTEMS INC CMN COM 204166102 1,012,000 19,056 SH   SOLE 0 0 0 19,056
COMPUTER SCIENCES CORP CMN COM 205363104 1,740,000 33,330 SH   SOLE 0 0 0 33,330
CONSOLIDATED EDISON INC CMN COM 209115104 843,000 11,193 SH   SOLE 0 0 0 11,193
CONSTELLATION BRANDS INC CMN CLASS A COM 21036P108 391,000 2,351 SH   SOLE 0 0 0 2,351
CONVERGYS CORPORATION CMN COM 212485106 1,598,000 52,530 SH   SOLE 0 0 0 52,530
COOPER COMPANIES INC (NEW) CMN COM 216648402 387,000 2,161 SH   SOLE 0 0 0 2,161
COOPER TIRE & RUBBER CO. CMN COM 216831107 1,624,000 42,713 SH   SOLE 0 0 0 42,713
COPART INC CMN COM 217204106 695,000 12,967 SH   SOLE 0 0 0 12,967
CORELOGIC INC CMN COM 21871D103 839,000 21,392 SH   SOLE 0 0 0 21,392
CORNING INCORPORATED CMN COM 219350105 1,194,000 50,478 SH   SOLE 0 0 0 50,478
CRACKER BARREL OLD COUNTRY STO*RE INC CMN COM 22410J106 1,848,000 13,975 SH   SOLE 0 0 0 13,975
CRANE CO (DELAWARE) CMN COM 224399105 1,528,000 24,243 SH   SOLE 0 0 0 24,243
CROWN HOLDINGS INC CMN COM 228368106 368,000 6,450 SH   SOLE 0 0 0 6,450
CULLEN FROST BANKERS INC CMN COM 229899109 272,000 3,779 SH   SOLE 0 0 0 3,779
CUMMINS INC COMMON STOCK COM 231021106 485,000 3,786 SH   SOLE 0 0 0 3,786
CURTISS-WRIGHT CORP CMN COM 231561101 909,000 9,972 SH   SOLE 0 0 0 9,972
D.R. HORTON, INC. CMN COM 23331A109 1,202,000 39,809 SH   SOLE 0 0 0 39,809
DST SYSTEM INC COMMON STOCK COM 233326107 1,017,000 8,623 SH   SOLE 0 0 0 8,623
DTE ENERGY COMPANY CMN COM 233331107 1,053,000 11,240 SH   SOLE 0 0 0 11,240
DSW INC. CMN CLASS A COM 23334L102 672,000 32,823 SH   SOLE 0 0 0 32,823
DARDEN RESTAURANTS INC CMN COM 237194105 1,175,000 19,158 SH   SOLE 0 0 0 19,158
DARLING INGREDIENTS INC CMN COM 237266101 358,000 26,469 SH   SOLE 0 0 0 26,469
DECKERS OUTDOORS CORP CMN COM 243537107 415,000 6,970 SH   SOLE 0 0 0 6,970
DELTA AIR LINES, INC. CMN COM 247361702 217,000 5,516 SH   SOLE 0 0 0 5,516
DELUXE CORP CMN COM 248019101 1,372,000 20,530 SH   SOLE 0 0 0 20,530
DEVRY EDUCATION GROUP INC. CMN COM 251893103 1,219,000 52,872 SH   SOLE 0 0 0 52,872
DICKS SPORTING GOODS INC CMN COM 253393102 1,945,000 34,300 SH   SOLE 0 0 0 34,300
DIGITALGLOBE, INC. CMN COM 25389M877 1,194,000 43,408 SH   SOLE 0 0 0 43,408
DILLARDS INC CL-A CMN CLASS A COM 254067101 908,000 14,411 SH   SOLE 0 0 0 14,411
DINEEQUITY, INC. CMN COM 254423106 207,000 2,617 SH   SOLE 0 0 0 2,617
WALT DISNEY COMPANY (THE) CMN COM 254687106 134,000 1,440 SH   SOLE 0 0 0 1,440
DISCOVER FINANCIAL SERVICES CMN COM 254709108 784,000 13,865 SH   SOLE 0 0 0 13,865
DISCOVERY COMMUNICATIONS, INC. CMN SERIES A COM 25470F104 947,000 35,161 SH   SOLE 0 0 0 35,161
DOLBY LABORATORIES, INC. CMN CLASS A COM 25659T107 2,643,000 48,691 SH   SOLE 0 0 0 48,691
DOLLAR TREE INC. CMN COM 256746108 364,000 4,618 SH   SOLE 0 0 0 4,618
DOMINO'S PIZZA, INC. CMN COM 25754A201 1,323,000 8,713 SH   SOLE 0 0 0 8,713
DOMTAR CORPORATION CMN CLASS COM 257559203 111,000 2,982 SH   SOLE 0 0 0 2,982
DONALDSON CO INC CMN COM 257651109 343,000 9,189 SH   SOLE 0 0 0 9,189
R R DONNELLEY & SONS CO CMN COM 257867101 852,000 54,185 SH   SOLE 0 0 0 54,185
DORMAN PRODUCTS INC CMN COM 258278100 803,000 12,560 SH   SOLE 0 0 0 12,560
DOVER CORPORATION CMN COM 260003108 154,000 2,098 SH   SOLE 0 0 0 2,098
DOW CHEMICAL CO CMN COM 260543103 1,150,000 22,180 SH   SOLE 0 0 0 22,180
DR PEPPER SNAPPLE GROUP, INC. CMN COM 26138E109 1,043,000 11,418 SH   SOLE 0 0 0 11,418
E.I. DU PONT DE NEMOURS AND CO CMN COM 263534109 107,000 1,596 SH   SOLE 0 0 0 1,596
DUKE ENERGY CORPORATION CMN COM 26441C204 797,000 9,958 SH   SOLE 0 0 0 9,958
DUN & BRADSTREET CORP DEL NEW CMN COM 26483E100 1,337,000 9,784 SH   SOLE 0 0 0 9,784
DYCOM INDUSTRIES INC CMN COM 267475101 18,000 224 SH   SOLE 0 0 0 224
EASTMAN CHEM CO CMN COM 277432100 60,000 881 SH   SOLE 0 0 0 881
EATON VANCE CORP (NON-VTG) CMN COM 278265103 10,000 249 SH   SOLE 0 0 0 249
EBAY INC. CMN COM 278642103 1,159,000 35,213 SH   SOLE 0 0 0 35,213
EDISON INTERNATIONAL CMN COM 281020107 1,297,000 17,955 SH   SOLE 0 0 0 17,955
EDWARDS LIFESCIENCES CORP CMN COM 28176E108 1,093,000 9,070 SH   SOLE 0 0 0 9,070
ELECTRONIC ARTS CMN COM 285512109 357,000 4,186 SH   SOLE 0 0 0 4,186
ELLIE MAE, INC. CMN COM 28849P100 305,000 2,895 SH   SOLE 0 0 0 2,895
EMCOR GROUP INC. CMN COM 29084Q100 1,155,000 19,371 SH   SOLE 0 0 0 19,371
ENERSYS CMN COM 29275Y102 923,000 13,346 SH   SOLE 0 0 0 13,346
ENTEGRIS, INC. CMN COM 29362U104 592,000 34,003 SH   SOLE 0 0 0 34,003
ENTERGY CORPORATION CMN COM 29364G103 1,297,000 16,900 SH   SOLE 0 0 0 16,900
EQUIFAX INC CMN COM 294429105 402,000 2,989 SH   SOLE 0 0 0 2,989
EURONET WORLDWIDE INC CMN COM 298736109 92,000 1,130 SH   SOLE 0 0 0 1,130
EVERCORE PARTNERS, INC. CMN CLASS A COM 29977A105 54,000 1,051 SH   SOLE 0 0 0 1,051
EXACT SCIENCES CORP CMN COM 30063P105 3,000 138 SH   SOLE 0 0 0 138
EXELON CORPORATION CMN COM 30161N101 2,123,000 63,785 SH   SOLE 0 0 0 63,785
EXPRESS SCRIPTS HOLDINGS CMN COM 30219G108 1,180,000 16,724 SH   SOLE 0 0 0 16,724
EXXON MOBIL CORPORATION CMN COM 30231G102 247,000 2,832 SH   SOLE 0 0 0 2,832
FLIR SYSTEMS INC CMN COM 302445101 558,000 17,769 SH   SOLE 0 0 0 17,769
FTI CONSULTING, INC. CMN COM 302941109 1,145,000 25,696 SH   SOLE 0 0 0 25,696
FACEBOOK, INC. CMN CLASS A COM 30303M102 607,000 4,736 SH   SOLE 0 0 0 4,736
FEDERATED INVESTORS, INC. CMN CLASS B COM 314211103 506,000 17,086 SH   SOLE 0 0 0 17,086
FEDEX CORP CMN COM 31428X106 348,000 1,991 SH   SOLE 0 0 0 1,991
F5 NETWORKS INC CMN COM 315616102 1,617,000 12,977 SH   SOLE 0 0 0 12,977
FINISAR CORPORATION CMN COM 31787A507 1,437,000 48,209 SH   SOLE 0 0 0 48,209
FIRST AMERICAN FIN CORP CMN COM 31847R102 738,000 18,780 SH   SOLE 0 0 0 18,780
FIRST HORIZON NATIONAL CORP CMN COM 320517105 161,000 10,541 SH   SOLE 0 0 0 10,541
FIRST REPUBLIC BANK CMN SERIES COM 33616C100 166,000 2,148 SH   SOLE 0 0 0 2,148
FISERV INC CMN COM 337738108 63,000 637 SH   SOLE 0 0 0 637
FIRSTENERGY CORP CMN COM 337932107 514,000 15,526 SH   SOLE 0 0 0 15,526
FITBIT INC CMN CLASS A COM 33812L102 153,000 10,326 SH   SOLE 0 0 0 10,326
FIVE BELOW INC CMN COM 33829M101 540,000 13,396 SH   SOLE 0 0 0 13,396
FLEETCOR TECHNOLOGIES, INC. CMN COM 339041105 254,000 1,462 SH   SOLE 0 0 0 1,462
FLUOR CORPORATION CMN COM 343412102 1,099,000 21,408 SH   SOLE 0 0 0 21,408
FOOT LOCKER, INC. CMN COM 344849104 752,000 11,103 SH   SOLE 0 0 0 11,103
FOREST CITY REALTY TRUST, INC. CMN CLASS A COM 345605109 532,000 22,987 SH   SOLE 0 0 0 22,987
FORTUNE BRANDS HOME & SECURITY CMN COM 34964C106 569,000 9,802 SH   SOLE 0 0 0 9,802
H.B. FULLER COMPANY CMN COM 359694106 125,000 2,688 SH   SOLE 0 0 0 2,688
FULTON FINANCIAL CORPORATION CMN COM 360271100 165,000 11,351 SH   SOLE 0 0 0 11,351
GATX CORPORATION CMN COM 361448103 260,000 5,834 SH   SOLE 0 0 0 5,834
GAMESTOP CORP CMN CLASS A COM 36467W109 340,000 12,309 SH   SOLE 0 0 0 12,309
GAP INC CMN COM 364760108 1,347,000 60,587 SH   SOLE 0 0 0 60,587
GARTNER, INC. CMN COM 366651107 819,000 9,254 SH   SOLE 0 0 0 9,254
GENERAL DYNAMICS CORP. CMN COM 369550108 514,000 3,311 SH   SOLE 0 0 0 3,311
GENERAL MILLS INC CMN COM 370334104 959,000 15,005 SH   SOLE 0 0 0 15,005
GENERAL MOTORS COMPANY CMN COM 37045V100 671,000 21,115 SH   SOLE 0 0 0 21,115
GENTEX CORP CMN COM 371901109 56,000 3,210 SH   SOLE 0 0 0 3,210
GILEAD SCIENCES CMN COM 375558103 398,000 5,025 SH   SOLE 0 0 0 5,025
GLOBUS MEDICAL INC CMN CLASS A COM 379577208 305,000 13,527 SH   SOLE 0 0 0 13,527
GOLDCORP INC CMN COM 380956409 834,000 50,471 SH   SOLE 0 0 0 50,471
THE GOODYEAR TIRE & RUBBER CO. CMN COM 382550101 484,000 14,997 SH   SOLE 0 0 0 14,997
W.W. GRAINGER INCORPORATED CMN COM 384802104 1,025,000 4,561 SH   SOLE 0 0 0 4,561
GRAND CANYON EDUCATION, INC. CMN COM 38526M106 1,968,000 48,725 SH   SOLE 0 0 0 48,725
GRAPHIC PACKAGING HLDGCO CMN COM 388689101 271,000 19,382 SH   SOLE 0 0 0 19,382
GREAT PLAINS ENERGY INC. CMN COM 391164100 743,000 27,229 SH   SOLE 0 0 0 27,229
GRUBHUB INC CMN COM 400110102 36,000 834 SH   SOLE 0 0 0 834
HCA HOLDINGS, INC. CMN COM 40412C101 1,682,000 22,235 SH   SOLE 0 0 0 22,235
HNI CORP CMN COM 404251100 203,000 5,088 SH   SOLE 0 0 0 5,088
HP INC. CMN COM 40434L105 1,560,000 100,463 SH   SOLE 0 0 0 100,463
HALYARD HEALTH, INC. CMN COM 40650V100 548,000 15,825 SH   SOLE 0 0 0 15,825
HANCOCK HOLDING CO CMN COM 410120109 755,000 23,268 SH   SOLE 0 0 0 23,268
HANOVER INSURANCE GROUP INC CMN COM 410867105 5,000 71 SH   SOLE 0 0 0 71
HASBRO, INC. CMN COM 418056107 1,068,000 13,457 SH   SOLE 0 0 0 13,457
HEALTHSOUTH CORPORATION CMN COM 421924309 793,000 19,555 SH   SOLE 0 0 0 19,555
JACK HENRY & ASSOC INC CMN COM 426281101 1,130,000 13,214 SH   SOLE 0 0 0 13,214
HERC HOLDINGS,INC. CMN COM 42704L104 2,036,000 60,405 SH   SOLE 0 0 0 60,405
THE HERSHEY COMPANY CMN COM 427866108 395,000 4,127 SH   SOLE 0 0 0 4,127
HILLENBRAND, INC. CMN COM 431571108 1,063,000 33,606 SH   SOLE 0 0 0 33,606
THE HOME DEPOT, INC. CMN COM 437076102 682,000 5,298 SH   SOLE 0 0 0 5,298
HONEYWELL INTL INC CMN COM 438516106 575,000 4,930 SH   SOLE 0 0 0 4,930
HORMEL FOODS CORP CMN COM 440452100 1,345,000 35,469 SH   SOLE 0 0 0 35,469
HUBBELL INCORPORATED CMN COM 443510607 96,000 893 SH   SOLE 0 0 0 893
HUMANA INC. CMN COM 444859102 1,396,000 7,894 SH   SOLE 0 0 0 7,894
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 2,445,000 15,936 SH   SOLE 0 0 0 15,936
HUNTSMAN CORPORATION CMN COM 447011107 30,000 1,868 SH   SOLE 0 0 0 1,868
HURON CONSULTING GROUP INC. CMN COM 447462102 270,000 4,515 SH   SOLE 0 0 0 4,515
IMS HEALTH HOLDINGS, INC. CMN COM 44970B109 215,000 6,856 SH   SOLE 0 0 0 6,856
IPG PHOTONICS CORP CMN COM 44980X109 244,000 2,962 SH   SOLE 0 0 0 2,962
ITT INC. CMN COM 45073V108 376,000 10,483 SH   SOLE 0 0 0 10,483
IDACORP INC CMN COM 451107106 259,000 3,305 SH   SOLE 0 0 0 3,305
IDEX CORPORATION COMMON STOCK COM 45167R104 952,000 10,173 SH   SOLE 0 0 0 10,173
IDEXX LABORATORIES CMN COM 45168D104 1,395,000 12,375 SH   SOLE 0 0 0 12,375
ILLINOIS TOOL WORKS CMN COM 452308109 1,395,000 11,640 SH   SOLE 0 0 0 11,640
INC RESEARCH HOLDINGS, INC. CMN COM 45329R109 480,000 10,778 SH   SOLE 0 0 0 10,778
INGRAM MICRO INC. CLASS A COMMON STOCK COM 457153104 3,283,000 92,060 SH   SOLE 0 0 0 92,060
INGREDION INC CMN COM 457187102 3,203,000 24,069 SH   SOLE 0 0 0 24,069
INNOVIVA, INC. CMN COM 45781M101 338,000 30,800 SH   SOLE 0 0 0 30,800
INTEL CORPORATION CMN COM 458140100 2,827,000 74,885 SH   SOLE 0 0 0 74,885
INSYS THERAPEUTICS INC CMN COM 45824V209 179,000 15,180 SH   SOLE 0 0 0 15,180
INTERCONTINENTAL EXCHANGE INC CMN COM 45866F104 3,000 10 SH   SOLE 0 0 0 10
INTERDIGITAL INC CMN COM 45867G101 2,384,000 30,097 SH   SOLE 0 0 0 30,097
INTL BUSINESS MACHINES CORP CMN COM 459200101 2,009,000 12,650 SH   SOLE 0 0 0 12,650
INTERNATIONAL PAPER CO. CMN COM 460146103 11,000 236 SH   SOLE 0 0 0 236
INTERPUBLIC GROUP COS CMN COM 460690100 698,000 31,229 SH   SOLE 0 0 0 31,229
INTUIT INC CMN COM 461202103 416,000 3,786 SH   SOLE 0 0 0 3,786
INTUITIVE SURGICAL, INC. CMN COM 46120E602 1,361,000 1,878 SH   SOLE 0 0 0 1,878
INVESTORS BANCORP, INC. CMN COM 46146L101 203,000 16,929 SH   SOLE 0 0 0 16,929
JABIL CIRCUIT INC CMN COM 466313103 1,331,000 60,997 SH   SOLE 0 0 0 60,997
JACK IN THE BOX INC. CMN COM 466367109 475,000 4,950 SH   SOLE 0 0 0 4,950
JACOBS ENGINEERING GRP CMN COM 469814107 823,000 15,903 SH   SOLE 0 0 0 15,903
JETBLUE AIRWAYS CORPORATION CMN COM 477143101 388,000 22,501 SH   SOLE 0 0 0 22,501
JOHNSON & JOHNSON CMN COM 478160104 2,967,000 25,114 SH   SOLE 0 0 0 25,114
JUNIPER NETWORKS, INC. CMN COM 48203R104 205,000 8,513 SH   SOLE 0 0 0 8,513
KBR, INC. CMN COM 48242W106 1,025,000 67,749 SH   SOLE 0 0 0 67,749
KLA-TENCOR CORPORATION CMN COM 482480100 1,340,000 19,220 SH   SOLE 0 0 0 19,220
KELLOGG COMPANY CMN COM 487836108 157,000 2,025 SH   SOLE 0 0 0 2,025
KEYSIGHT TECHNOLOGIES, INC. CMN COM 49338L103 596,000 18,801 SH   SOLE 0 0 0 18,801
KIMBERLY CLARK CORP CMN COM 494368103 27,000 218 SH   SOLE 0 0 0 218
KINROSS GOLD CORP CMN COM 496902404 648,000 153,968 SH   SOLE 0 0 0 153,968
KOHL'S CORP (WISCONSIN) CMN COM 500255104 727,000 16,611 SH   SOLE 0 0 0 16,611
L-3 COMMUNICATIONS HLDGS INC CMN COM 502424104 1,211,000 8,036 SH   SOLE 0 0 0 8,036
LABORATORY CORPORATION OF AMER*ICA HOLDINGS CMN COM 50540R409 663,000 4,826 SH   SOLE 0 0 0 4,826
LAM RESEARCH CORP CMN COM 512807108 1,812,000 19,135 SH   SOLE 0 0 0 19,135
LANCASTER COLONY CORP CMN COM 513847103 947,000 7,173 SH   SOLE 0 0 0 7,173
LANNETT COMPANY, INC. CMN COM 516012101 704,000 26,508 SH   SOLE 0 0 0 26,508
ESTEE LAUDER COS INC CL-A CMN CLASS A COM 518439104 212,000 2,399 SH   SOLE 0 0 0 2,399
LEAR CORPORATION CMN COM 521865204 744,000 6,139 SH   SOLE 0 0 0 6,139
LEIDOS HLDGS INC CMN COM 525327102 2,523,000 58,291 SH   SOLE 0 0 0 58,291
LENNAR CORPORATION CMN CLASS A COM 526057104 352,000 8,303 SH   SOLE 0 0 0 8,303
LENNOX INTERNATIONAL INC CMN COM 526107107 854,000 5,436 SH   SOLE 0 0 0 5,436
LEUCADIA NATIONAL CORP CMN COM 527288104 294,000 15,444 SH   SOLE 0 0 0 15,444
LIFEPOINT HEALTH INC CMN COM 53219L109 177,000 2,994 SH   SOLE 0 0 0 2,994
ELI LILLY & CO CMN COM 532457108 93,000 1,164 SH   SOLE 0 0 0 1,164
LINCOLN ELECTRIC HOLDINGS INC CMN COM 533900106 95,000 1,521 SH   SOLE 0 0 0 1,521
LINEAR TECHNOLOGY CORP CMN COM 535678106 1,467,000 24,744 SH   SOLE 0 0 0 24,744
LITTELFUSE INC CMN COM 537008104 699,000 5,429 SH   SOLE 0 0 0 5,429
LOCKHEED MARTIN CORPORATION CMN COM 539830109 959,000 4,001 SH   SOLE 0 0 0 4,001
LOEWS CORPORATION CMN COM 540424108 977,000 23,740 SH   SOLE 0 0 0 23,740
LOUISIANA PACIFIC CORP CMN COM 546347105 222,000 11,795 SH   SOLE 0 0 0 11,795
LOWES COMPANIES INC CMN COM 548661107 1,163,000 16,103 SH   SOLE 0 0 0 16,103
LULULEMON ATHLETICA INC. CMN COM 550021109 226,000 3,701 SH   SOLE 0 0 0 3,701
MB FINANCIAL INC NEW CMN COM 55264U108 450,000 11,827 SH   SOLE 0 0 0 11,827
MDU RESOURCES GROUP INC CMN COM 552690109 783,000 30,779 SH   SOLE 0 0 0 30,779
MGIC INVESTMENT CORP COMMON STOCK COM 552848103 54,000 6,746 SH   SOLE 0 0 0 6,746
MKS INSTRUMENTS INC CMN COM 55306N104 1,992,000 40,049 SH   SOLE 0 0 0 40,049
MSC INDUSTRIAL DIRECT CO INC CL-A CLASS A COM 553530106 1,953,000 26,604 SH   SOLE 0 0 0 26,604
MSCI INC. CMN COM 55354G100 826,000 9,844 SH   SOLE 0 0 0 9,844
MSG NETWORKS INC CMN COM 553573106 1,761,000 94,617 SH   SOLE 0 0 0 94,617
MACY'S INC. CMN COM 55616P104 995,000 26,866 SH   SOLE 0 0 0 26,866
MAGELLAN HEALTH , INC. CMN COM 559079207 1,554,000 28,924 SH   SOLE 0 0 0 28,924
MAGNA INTERNATIONAL INC. CMN COM 559222401 932,000 21,699 SH   SOLE 0 0 0 21,699
MANITOWOC CO INC CMN COM 563571108 41,000 8,624 SH   SOLE 0 0 0 8,624
MANPOWER GROUP CMN COM 56418H100 298,000 4,118 SH   SOLE 0 0 0 4,118
MARRIOTT VACATIONS WORLDWIDE CORPORATION CMN COM 57164Y107 943,000 12,867 SH   SOLE 0 0 0 12,867
MARRIOTT INTERNATIONAL, INC. CMN CLASS A COM 571903202 854,000 12,678 SH   SOLE 0 0 0 12,678
MARTIN MARIETTA MATERIALS,INC CMN COM 573284106 22,000 125 SH   SOLE 0 0 0 125
MASCO CORPORATION CMN COM 574599106 1,365,000 39,778 SH   SOLE 0 0 0 39,778
MASIMO CORPORATION CMN COM 574795100 1,234,000 20,740 SH   SOLE 0 0 0 20,740
MASTEC INC CMN COM 576323109 986,000 33,167 SH   SOLE 0 0 0 33,167
MASTERCARD INCORPORATED CMN CLASS A COM 57636Q104 968,000 9,509 SH   SOLE 0 0 0 9,509
MATTEL, INC. CMN COM 577081102 824,000 27,226 SH   SOLE 0 0 0 27,226
MAXIM INTEGRATED PRODUCTS INC CMN COM 57772K101 180,000 4,498 SH   SOLE 0 0 0 4,498
MCCORMICK & CO NON VTG SHRS CMN COM 579780206 1,179,000 11,796 SH   SOLE 0 0 0 11,796
MC DONALDS CORP CMN COM 580135101 559,000 4,849 SH   SOLE 0 0 0 4,849
MCKESSON CORPORATION CMN COM 58155Q103 300,000 1,800 SH   SOLE 0 0 0 1,800
MEAD JOHNSON NUTRITION COMPANY CMN COM 582839106 812,000 10,281 SH   SOLE 0 0 0 10,281
MEDNAX INC CMN COM 58502B106 353,000 5,323 SH   SOLE 0 0 0 5,323
MENTOR GRAPHICS CORP CMN COM 587200106 444,000 16,797 SH   SOLE 0 0 0 16,797
MERCADOLIBRE INC. CMN COM 58733R102 1,101,000 5,955 SH   SOLE 0 0 0 5,955
MERCK & CO., INC. CMN COM 58933Y105 1,805,000 28,923 SH   SOLE 0 0 0 28,923
MEREDITH CORP. CMN COM 589433101 1,180,000 22,698 SH   SOLE 0 0 0 22,698
METTLER-TOLEDO INTL CMN COM 592688105 534,000 1,271 SH   SOLE 0 0 0 1,271
THE MICHAELS COMPANIES, INC. CMN COM 59408Q106 848,000 35,073 SH   SOLE 0 0 0 35,073
MICROSOFT CORPORATION CMN COM 594918104 1,520,000 26,387 SH   SOLE 0 0 0 26,387
MICROCHIP TECHNOLOGY INCORPORA*TED CMN COM 595017104 659,000 10,599 SH   SOLE 0 0 0 10,599
MICRON TECHNOLOGY, INC. CMN COM 595112103 979,000 55,040 SH   SOLE 0 0 0 55,040
MILLER HERMAN INC. CMN COM 600544100 719,000 25,129 SH   SOLE 0 0 0 25,129
MINERALS TECHNOLOGIES INC CMN COM 603158106 41,000 585 SH   SOLE 0 0 0 585
MOHAWK INDUSTRIES INC COMMON STOCK COM 608190104 21,000 104 SH   SOLE 0 0 0 104
MONDELEZ INTERNATIONAL, INC. CMN COM 609207105 821,000 18,705 SH   SOLE 0 0 0 18,705
MONSANTO COMPANY CMN COM 61166W101 274,000 2,679 SH   SOLE 0 0 0 2,679
MOTOROLA SOLUTIONS INC CMN COM 620076307 1,295,000 16,982 SH   SOLE 0 0 0 16,982
MURPHY USA INC CMN COM 626755102 464,000 6,505 SH   SOLE 0 0 0 6,505
NCR CORPORATION CMN COM 62886E108 51,000 1,598 SH   SOLE 0 0 0 1,598
NRG ENERGY, INC. CMN COM 629377508 21,000 1,846 SH   SOLE 0 0 0 1,846
N V R INC CMN COM 62944T105 748,000 456 SH   SOLE 0 0 0 456
NATIONAL FUEL GAS CO CMN COM 636180101 209,000 3,865 SH   SOLE 0 0 0 3,865
NETAPP, INC. CMN COM 64110D104 819,000 22,877 SH   SOLE 0 0 0 22,877
NEW YORK TIMES CO.A CMN CLASS A COM 650111107 1,496,000 125,167 SH   SOLE 0 0 0 125,167
NEWMARKET CORP CMN COM 651587107 427,000 994 SH   SOLE 0 0 0 994
NEWMONT MINING CORPORATION CMN COM 651639106 922,000 23,454 SH   SOLE 0 0 0 23,454
NEXSTAR BROADCASTING GRP, INC CMN COM 65336K103 60,000 1,039 SH   SOLE 0 0 0 1,039
NEXTERA ENERGY, INC. CMN COM 65339F101 821,000 6,712 SH   SOLE 0 0 0 6,712
NISOURCE INC CMN COM 65473P105 971,000 40,256 SH   SOLE 0 0 0 40,256
NORDSON CORP CMN COM 655663102 635,000 6,375 SH   SOLE 0 0 0 6,375
NORDSTROM INC CMN COM 655664100 640,000 12,335 SH   SOLE 0 0 0 12,335
NORFOLK SOUTHERN CORPORATION CMN COM 655844108 286,000 2,942 SH   SOLE 0 0 0 2,942
NORTHROP GRUMMAN CORP CMN COM 666807102 1,198,000 5,601 SH   SOLE 0 0 0 5,601
NORTHWESTERN CORPORATION CMN COM 668074305 38,000 657 SH   SOLE 0 0 0 657
NOW INC CMN COM 67011P100 49,000 2,281 SH   SOLE 0 0 0 2,281
NU SKIN ENTERPRISES INC CMN CLASS A COM 67018T105 1,724,000 26,608 SH   SOLE 0 0 0 26,608
NUCOR CORPORATION CMN COM 670346105 541,000 10,943 SH   SOLE 0 0 0 10,943
NVIDIA CORP CMN COM 67066G104 1,216,000 17,742 SH   SOLE 0 0 0 17,742
NUVASIVE, INC. CMN COM 670704105 871,000 13,060 SH   SOLE 0 0 0 13,060
OGE ENERGY CORP (HOLDING CO) CMN COM 670837103 503,000 15,916 SH   SOLE 0 0 0 15,916
O'REILLY AUTOMOTIVE INC CMN COM 67103H107 79,000 283 SH   SOLE 0 0 0 283
OLD REPUBLIC INTL CORP CMN COM 680223104 1,686,000 95,674 SH   SOLE 0 0 0 95,674
OMNICOM GROUP CMN COM 681919106 1,077,000 12,670 SH   SOLE 0 0 0 12,670
ON-ASSIGNMENT INC CMN COM 682159108 181,000 4,991 SH   SOLE 0 0 0 4,991
ON SEMICONDUCTOR CORP CMN COM 682189105 916,000 74,389 SH   SOLE 0 0 0 74,389
ONE GAS, INC. CMN COM 68235P108 740,000 11,961 SH   SOLE 0 0 0 11,961
ONEOK PARTNERS, L.P. LIMITED PARTNERS INTEREST CMN COM 68268N103 61,000 1,527 SH   SOLE 0 0 0 1,527
OPEN TEXT CORP CMN COM 683715106 1,980,000 30,530 SH   SOLE 0 0 0 30,530
ORACLE CORPORATION CMN COM 68389X105 1,582,000 40,275 SH   SOLE 0 0 0 40,275
OSHKOSH CORPORATION CMN COM 688239201 1,163,000 20,762 SH   SOLE 0 0 0 20,762
OWENS & MINOR INC (NEW) CMN COM 690732102 839,000 24,162 SH   SOLE 0 0 0 24,162
OWENS CORNING CMN COM 690742101 1,585,000 29,678 SH   SOLE 0 0 0 29,678
P G & E CORPORATION CMN COM 69331C108 489,000 8,002 SH   SOLE 0 0 0 8,002
PNM RESOURCES INC CMN COM 69349H107 139,000 4,245 SH   SOLE 0 0 0 4,245
PPG INDUSTRIES, INC. CMN COM 693506107 34,000 332 SH   SOLE 0 0 0 332
PVH CORP CMN COM 693656100 968,000 8,756 SH   SOLE 0 0 0 8,756
PACCAR INC CMN COM 693718108 540,000 9,185 SH   SOLE 0 0 0 9,185
PACKAGING CORP OF AMERICA COMMON STOCK COM 695156109 505,000 6,213 SH   SOLE 0 0 0 6,213
PANERA BREAD COMPANY CL-A CMN CLASS A COM 69840W108 686,000 3,521 SH   SOLE 0 0 0 3,521
PAPA JOHN'S INTERNATIONAL INC. CMN COM 698813102 416,000 5,274 SH   SOLE 0 0 0 5,274
PAREXEL INTERNATIONAL CORP CMN COM 699462107 176,000 2,537 SH   SOLE 0 0 0 2,537
PARKER-HANNIFIN CORP. CMN COM 701094104 1,323,000 10,538 SH   SOLE 0 0 0 10,538
PATTERSON COMPANIES INC CMN COM 703395103 215,000 4,670 SH   SOLE 0 0 0 4,670
PAYCHEX, INC. CMN COM 704326107 340,000 5,879 SH   SOLE 0 0 0 5,879
J.C. PENNEY CO INC (HLDNG CO) CMN COM 708160106 343,000 37,192 SH   SOLE 0 0 0 37,192
PEPSICO INC CMN COM 713448108 644,000 5,919 SH   SOLE 0 0 0 5,919
PERKINELMER INC CMN COM 714046109 282,000 5,025 SH   SOLE 0 0 0 5,025
PFIZER INC. CMN COM 717081103 1,801,000 53,168 SH   SOLE 0 0 0 53,168
PHILIP MORRIS INTL INC CMN COM 718172109 1,881,000 19,347 SH   SOLE 0 0 0 19,347
PILGRIM'S PRIDE CORPORATION CMN COM 72147K108 1,728,000 81,800 SH   SOLE 0 0 0 81,800
PINNACLE WEST CAPITAL CORP CMN COM 723484101 1,174,000 15,449 SH   SOLE 0 0 0 15,449
PINNACLE FOODS INC. CMN COM 72348P104 1,043,000 20,799 SH   SOLE 0 0 0 20,799
PITNEY-BOWES INC CMN COM 724479100 260,000 14,296 SH   SOLE 0 0 0 14,296
PLANTRONICS INC CMN COM 727493108 523,000 10,066 SH   SOLE 0 0 0 10,066
POLYONE CORP CMN COM 73179P106 132,000 3,905 SH   SOLE 0 0 0 3,905
POOL CORP CMN COM 73278L105 619,000 6,550 SH   SOLE 0 0 0 6,550
POPULAR, INC. CMN COM 733174700 750,000 19,634 SH   SOLE 0 0 0 19,634
PORTLAND GENERAL ELECTRIC CO CMN COM 736508847 694,000 16,288 SH   SOLE 0 0 0 16,288
POST HOLDINGS, INC. CMN COM 737446104 470,000 6,089 SH   SOLE 0 0 0 6,089
PRIMERICA INC. CMN COM 74164M108 490,000 9,241 SH   SOLE 0 0 0 9,241
PRINCIPAL FINANCIAL GROUP, INC*. CMN COM 74251V102 460,000 8,921 SH   SOLE 0 0 0 8,921
PROCTER & GAMBLE COMPANY (THE) CMN COM 742718109 462,000 5,145 SH   SOLE 0 0 0 5,145
PRIVATEBANCORP, INC. CMN COM 742962103 72,000 1,570 SH   SOLE 0 0 0 1,570
PROOFPOINT INC CMN COM 743424103 212,000 2,839 SH   SOLE 0 0 0 2,839
PRUDENTIAL FINANCIAL INC CMN COM 744320102 30,000 363 SH   SOLE 0 0 0 363
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO COM 744573106 1,377,000 32,876 SH   SOLE 0 0 0 32,876
PULTEGROUP INC. CMN COM 745867101 1,060,000 52,879 SH   SOLE 0 0 0 52,879
QEP RESOURCES INC CMN COM 74733V100 14,000 728 SH   SOLE 0 0 0 728
QORVO INC CMN COM 74736K101 151,000 2,716 SH   SOLE 0 0 0 2,716
QUALCOMM INC CMN COM 747525103 625,000 9,123 SH   SOLE 0 0 0 9,123
QUANTA SERVICES INC CMN COM 74762E102 860,000 30,743 SH   SOLE 0 0 0 30,743
QUEST DIAGNOSTICS INCORPORATED CMN COM 74834L100 1,802,000 21,295 SH   SOLE 0 0 0 21,295
QUINTILES TRANSNATIONAL HOLDINGS INC. CMN COM 74876Y101 1,249,000 15,407 SH   SOLE 0 0 0 15,407
RPM INTERNATIONAL INC CMN COM 749685103 67,000 1,242 SH   SOLE 0 0 0 1,242
RAMBUS INC CMN COM 750917106 132,000 10,567 SH   SOLE 0 0 0 10,567
RALPH LAUREN CORP CMN CLASS A COM 751212101 40,000 395 SH   SOLE 0 0 0 395
RAYTHEON CO CMN COM 755111507 1,176,000 8,636 SH   SOLE 0 0 0 8,636
REGAL BELOIT CORP CMN COM 758750103 120,000 2,016 SH   SOLE 0 0 0 2,016
REGAL ENTERTAINMENT GROUP CMN CLASS A COM 758766109 1,416,000 65,090 SH   SOLE 0 0 0 65,090
REGIONS FINANCIAL CORPORATION CMN COM 7591EP100 361,000 36,541 SH   SOLE 0 0 0 36,541
REINSURANCE GROUP AMER INC CMN COM 759351604 1,533,000 14,199 SH   SOLE 0 0 0 14,199
RELIANCE STEEL & ALUMINUM CO CMN COM 759509102 924,000 12,834 SH   SOLE 0 0 0 12,834
REPUBLIC SERVICES INC CMN COM 760759100 1,245,000 24,669 SH   SOLE 0 0 0 24,669
RESMED INC. CMN COM 761152107 1,008,000 15,562 SH   SOLE 0 0 0 15,562
REYNOLDS AMERICAN INC. CMN COM 761713106 510,000 10,810 SH   SOLE 0 0 0 10,810
RITCHIE BROS. AUCTIONEERS INC CMN COM 767744105 64,000 1,815 SH   SOLE 0 0 0 1,815
ROCKWELL AUTOMATION INC CMN COM 773903109 836,000 6,836 SH   SOLE 0 0 0 6,836
ROSS STORES,INC CMN COM 778296103 593,000 9,219 SH   SOLE 0 0 0 9,219
ROYAL GOLD, INC. CMN COM 780287108 507,000 6,544 SH   SOLE 0 0 0 6,544
S&P GLOBAL INC CMN COM 78409V104 182,000 1,439 SH   SOLE 0 0 0 1,439
SLM CORPORATION CMN COM 78442P106 497,000 66,555 SH   SOLE 0 0 0 66,555
SABRE CORPORATION CMN COM 78573M104 425,000 15,076 SH   SOLE 0 0 0 15,076
SALLY BEAUTY HOLDINGS, INC. CMN COM 79546E104 652,000 25,379 SH   SOLE 0 0 0 25,379
SANDERSON FARMS INC CMN COM 800013104 3,718,000 38,601 SH   SOLE 0 0 0 38,601
SANMINA-SCI CORPORATION CMN COM 801056102 1,738,000 61,057 SH   SOLE 0 0 0 61,057
SCANA CORP CMN COM 80589M102 1,327,000 18,332 SH   SOLE 0 0 0 18,332
HENRY SCHEIN INC COMMON STOCK COM 806407102 117,000 715 SH   SOLE 0 0 0 715
SCIENCE APPLICATIONS INTL CORP CMN COM 808625107 1,440,000 20,763 SH   SOLE 0 0 0 20,763
SCRIPPS NETWORKS INTERACTIVE, *INC. CMN CLASS A COM 811065101 1,062,000 16,726 SH   SOLE 0 0 0 16,726
SERVICEMASTER GLOBAL HOLDINGS,* INC. CMN COM 81761R109 343,000 10,183 SH   SOLE 0 0 0 10,183
SHERWIN-WILLIAMS CO CMN COM 824348106 448,000 1,619 SH   SOLE 0 0 0 1,619
SHUTTERFLY, INC. CMN COM 82568P304 270,000 6,039 SH   SOLE 0 0 0 6,039
SHUTTERSTOCK INC CMN COM 825690100 481,000 7,547 SH   SOLE 0 0 0 7,547
SINCLAIR BROADCAST GROUP INC CMN CLASS A COM 829226109 281,000 9,722 SH   SOLE 0 0 0 9,722
SIX FLAGS ENTERTAINMENT CORPOR*ATION CMN COM 83001A102 558,000 10,407 SH   SOLE 0 0 0 10,407
A.O. SMITH CORP (DEL) CMN COM 831865209 1,037,000 10,497 SH   SOLE 0 0 0 10,497
J.M. SMUCKER CO. CMN COM 832696405 1,073,000 7,919 SH   SOLE 0 0 0 7,919
SNAP-ON INC CMN COM 833034101 695,000 4,573 SH   SOLE 0 0 0 4,573
SONOCO PRODUCTS CO CMN COM 835495102 467,000 8,842 SH   SOLE 0 0 0 8,842
SOTHEBY'S CMN CLASS A COM 835898107 1,253,000 32,953 SH   SOLE 0 0 0 32,953
THE SOUTHERN CO. CMN COM 842587107 1,039,000 20,245 SH   SOLE 0 0 0 20,245
SOUTHWEST GAS CORP CMN COM 844895102 1,367,000 19,569 SH   SOLE 0 0 0 19,569
SPECTRA ENERGY PARTNERS LP CMN COM 84756N109 440,000 10,079 SH   SOLE 0 0 0 10,079
SPECTRUM BRANDS HOLDINGS INC CMN COM 84763R101 225,000 1,635 SH   SOLE 0 0 0 1,635
SPIRIT AEROSYSTEMS HOLDINGS INC CMN COM 848574109 2,249,000 50,490 SH   SOLE 0 0 0 50,490
SPIRIT AIRLINES, INC. CMN COM 848577102 98,000 2,308 SH   SOLE 0 0 0 2,308
SPRINT CORPORATION CMN COM 85207U105 24,000 3,595 SH   SOLE 0 0 0 3,595
STANLEY BLACK & DECKER INC CMN COM 854502101 1,272,000 10,347 SH   SOLE 0 0 0 10,347
STAPLES, INC. CMN COM 855030102 256,000 29,976 SH   SOLE 0 0 0 29,976
STEEL DYNAMICS, INC. CMN COM 858119100 394,000 15,777 SH   SOLE 0 0 0 15,777
STEELCASE INC. CLASS A COMMON STOCK COM 858155203 221,000 15,943 SH   SOLE 0 0 0 15,943
STRYKER CORP CMN COM 863667101 372,000 3,195 SH   SOLE 0 0 0 3,195
SUNTRUST BANKS INC CMN COM 867914103 648,000 14,799 SH   SOLE 0 0 0 14,799
SYMANTEC CORP CMN COM 871503108 2,101,000 83,705 SH   SOLE 0 0 0 83,705
SYNCHRONOSS TECHNOLOGIES INC. CMN COM 87157B103 577,000 14,019 SH   SOLE 0 0 0 14,019
SYNOPSYS INC CMN COM 871607107 997,000 16,800 SH   SOLE 0 0 0 16,800
SYNNEX CORPORATION CMN COM 87162W100 1,735,000 15,205 SH   SOLE 0 0 0 15,205
SYNCHRONY FINANCIAL CMN COM 87165B103 271,000 9,686 SH   SOLE 0 0 0 9,686
SYSCO CORPORATION CMN COM 871829107 1,730,000 35,296 SH   SOLE 0 0 0 35,296
TJX COMPANIES INC (NEW) CMN COM 872540109 393,000 5,261 SH   SOLE 0 0 0 5,261
T-MOBILE US, INC. CMN COM 872590104 733,000 15,682 SH   SOLE 0 0 0 15,682
TRI POINTE GROUP INC CMN COM 87265H109 14,000 1,066 SH   SOLE 0 0 0 1,066
TAKE TWO INTERACTIVE SOFTWARE INC COM 874054109 272,000 6,030 SH   SOLE 0 0 0 6,030
TALEN ENERGY CORPORATION CMN COM 87422J105 82,000 5,900 SH   SOLE 0 0 0 5,900
TARGET CORPORATION CMN COM 87612E106 731,000 10,644 SH   SOLE 0 0 0 10,644
TECH DATA CORP CMN COM 878237106 1,053,000 12,428 SH   SOLE 0 0 0 12,428
TEGNA INC CMN COM 87901J105 580,000 26,550 SH   SOLE 0 0 0 26,550
TELEFLEX INC. CMN COM 879369106 708,000 4,216 SH   SOLE 0 0 0 4,216
TELEPHONE AND DATA SYS INC CMN COM 879433829 971,000 35,722 SH   SOLE 0 0 0 35,722
TENNECO INC CMN COM 880349105 532,000 9,128 SH   SOLE 0 0 0 9,128
TERADATA CORPORATION CMN COM 88076W103 111,000 3,594 SH   SOLE 0 0 0 3,594
TESSERA TECHNOLOGIES, INC. CMN COM 88164L100 1,279,000 33,282 SH   SOLE 0 0 0 33,282
TEXAS INSTRUMENTS INC. CMN COM 882508104 2,170,000 30,927 SH   SOLE 0 0 0 30,927
TEXAS ROADHOUSE, INC. CMN COM 882681109 1,057,000 27,077 SH   SOLE 0 0 0 27,077
TEXTRON INC.DEL. CMN COM 883203101 404,000 10,169 SH   SOLE 0 0 0 10,169
THERMO FISHER SCIENTIFIC INC CMN COM 883556102 535,000 3,366 SH   SOLE 0 0 0 3,366
THOMSON REUTERS CORPORATION CMN COM 884903105 51,000 1,239 SH   SOLE 0 0 0 1,239
THOR INDUSTRIES INC CMN COM 885160101 2,260,000 26,683 SH   SOLE 0 0 0 26,683
3M COMPANY CMN COM 88579Y101 675,000 3,829 SH   SOLE 0 0 0 3,829
TIME WARNER INC. CMN COM 887317303 806,000 10,119 SH   SOLE 0 0 0 10,119
TIMKEN CO CMN COM 887389104 292,000 8,300 SH   SOLE 0 0 0 8,300
TORCHMARK CORP CMN COM 891027104 400,000 6,268 SH   SOLE 0 0 0 6,268
TORO CO (DELAWARE) CMN COM 891092108 635,000 13,548 SH   SOLE 0 0 0 13,548
TOTAL SYS SVC INC. CMN COM 891906109 1,115,000 23,639 SH   SOLE 0 0 0 23,639
THE TRAVELERS COMPANIES, INC CMN COM 89417E109 715,000 6,242 SH   SOLE 0 0 0 6,242
TREEHOUSE FOODS, INC. CMN COM 89469A104 181,000 2,074 SH   SOLE 0 0 0 2,074
TRIMBLE NAVIGATION LTD CMN COM 896239100 396,000 13,877 SH   SOLE 0 0 0 13,877
TRINITY INDUSTRIES INC (DEL) CMN COM 896522109 1,052,000 43,496 SH   SOLE 0 0 0 43,496
TRUSTMARK CORPORATION CMN COM 898402102 710,000 25,765 SH   SOLE 0 0 0 25,765
TUPPERWARE BRANDS CORPORATION CMN COM 899896104 844,000 12,918 SH   SOLE 0 0 0 12,918
TYSON FOODS INC CL-A CMN CLASS A COM 902494103 3,580,000 47,939 SH   SOLE 0 0 0 47,939
UGI CORPORATION (HOLDING CO) CMN COM 902681105 613,000 13,545 SH   SOLE 0 0 0 13,545
UMB FINANCIAL CORP CMN COM 902788108 138,000 2,316 SH   SOLE 0 0 0 2,316
USANA HEALTH SCIENCES INC CMN COM 90328M107 953,000 6,889 SH   SOLE 0 0 0 6,889
UBIQUITI NETWORKS INC CMN COM 90347A100 926,000 17,317 SH   SOLE 0 0 0 17,317
ULTA SALON COSMETICS & FRAGRAN*CE INC. CMN COM 90384S303 419,000 1,762 SH   SOLE 0 0 0 1,762
UNIFIRST CORPORATION CMN COM 904708104 1,568,000 11,894 SH   SOLE 0 0 0 11,894
UNITED CONTINENTAL HOLDING INC CMN COM 910047109 98,000 1,863 SH   SOLE 0 0 0 1,863
UNITED NATURAL FOODS INC CMN COM 911163103 993,000 24,807 SH   SOLE 0 0 0 24,807
UNITED RENTALS, INC. CMN COM 911363109 882,000 11,236 SH   SOLE 0 0 0 11,236
UNITED STATES STEEL CORP CMN COM 912909108 180,000 9,524 SH   SOLE 0 0 0 9,524
UNITED TECHNOLOGIES CORP CMN COM 913017109 357,000 3,513 SH   SOLE 0 0 0 3,513
UNITED THERAPEUTICS CORP CMN COM 91307C102 1,343,000 11,373 SH   SOLE 0 0 0 11,373
UNITEDHEALTH GROUP INCORPORATE*D CMN COM 91324P102 1,689,000 12,062 SH   SOLE 0 0 0 12,062
UNIVERSAL HEALTH SVC CL B CMN CLASS B COM 913903100 718,000 5,826 SH   SOLE 0 0 0 5,826
UNUM GROUP CMN COM 91529Y106 100,000 2,838 SH   SOLE 0 0 0 2,838
URBAN OUTFITTERS INC CMN COM 917047102 1,864,000 53,989 SH   SOLE 0 0 0 53,989
VCA INC. CMN COM 918194101 1,435,000 20,510 SH   SOLE 0 0 0 20,510
VWR CORPORATION CMN COM 91843L103 1,099,000 38,738 SH   SOLE 0 0 0 38,738
VAIL RESORTS, INC. CMN COM 91879Q109 556,000 3,546 SH   SOLE 0 0 0 3,546
VALMONT INDUSTRIES INC CMN COM 920253101 177,000 1,313 SH   SOLE 0 0 0 1,313
VALSPAR CORP CMN COM 920355104 420,000 3,956 SH   SOLE 0 0 0 3,956
VARIAN MEDICAL SYSTEMS INC CMN COM 92220P105 1,605,000 16,123 SH   SOLE 0 0 0 16,123
VECTREN CORP CMN COM 92240G101 584,000 11,639 SH   SOLE 0 0 0 11,639
VECTOR GROUP LTD CMN COM 92240M108 225,000 10,443 SH   SOLE 0 0 0 10,443
VEEVA SYSTEMS INC CMN COM 922475108 531,000 12,859 SH   SOLE 0 0 0 12,859
VERISIGN INC CMN COM 92343E102 897,000 11,468 SH   SOLE 0 0 0 11,468
VERIZON COMMUNICATIONS INC. CMN COM 92343V104 2,411,000 46,379 SH   SOLE 0 0 0 46,379
VERISK ANALYTICS, INC. CMN COM 92345Y106 668,000 8,220 SH   SOLE 0 0 0 8,220
VISA INC. CMN CLASS A COM 92826C839 157,000 1,896 SH   SOLE 0 0 0 1,896
VISTEON CORPORATION CMN COM 92839U206 660,000 9,208 SH   SOLE 0 0 0 9,208
VMWARE INC. CMN CLASS A COM 928563402 2,420,000 32,995 SH   SOLE 0 0 0 32,995
WAL MART STORES INC CMN COM 931142103 3,700,000 51,307 SH   SOLE 0 0 0 51,307
WASHINGTON FEDERAL INC CMN COM 938824109 699,000 26,191 SH   SOLE 0 0 0 26,191
WASTE MANAGEMENT INC CMN COM 94106L109 1,913,000 29,996 SH   SOLE 0 0 0 29,996
WATERS CORPORATION COMMON STOCK COM 941848103 1,921,000 12,122 SH   SOLE 0 0 0 12,122
WATSCO INC CMN COM 942622200 304,000 2,159 SH   SOLE 0 0 0 2,159
WEBMD HEALTH CORP. CMN COM 94770V102 1,247,000 25,085 SH   SOLE 0 0 0 25,085
WELLCARE HEALTH PLANS INC CMN COM 94946T106 1,428,000 12,198 SH   SOLE 0 0 0 12,198
WESCO INTERNATIONAL INC. CMN COM 95082P105 60,000 982 SH   SOLE 0 0 0 982
WEST CORPORATION CMN COM 952355204 575,000 26,035 SH   SOLE 0 0 0 26,035
WESTAR ENERGY, INC. CMN COM 95709T100 734,000 12,941 SH   SOLE 0 0 0 12,941
WESTERN DIGITAL CORPORATION CMN COM 958102105 556,000 9,505 SH   SOLE 0 0 0 9,505
WESTERN UNION COMPANY (THE) CMN COM 959802109 1,249,000 59,976 SH   SOLE 0 0 0 59,976
WESTLAKE CHEMICAL CORPORATION CMN COM 960413102 548,000 10,247 SH   SOLE 0 0 0 10,247
WEX INC. CMN COM 96208T104 176,000 1,630 SH   SOLE 0 0 0 1,630
WHIRLPOOL CORP. CMN COM 963320106 913,000 5,632 SH   SOLE 0 0 0 5,632
WHOLE FOODS MARKET INC CMN COM 966837106 342,000 12,056 SH   SOLE 0 0 0 12,056
WILEY JOHN & SONS CL-A CMN CLASS A COM 968223206 987,000 19,115 SH   SOLE 0 0 0 19,115
WILLIAMS-SONOMA, INC. CMN COM 969904101 122,000 2,395 SH   SOLE 0 0 0 2,395
WINTRUST FINANCIAL CORP CMN COM 97650W108 278,000 5,001 SH   SOLE 0 0 0 5,001
WOLVERINE WORLD WIDE CMN COM 978097103 273,000 11,838 SH   SOLE 0 0 0 11,838
WOODWARD INC CMN COM 980745103 199,000 3,185 SH   SOLE 0 0 0 3,185
WORTHINGTON INDUSTRIES CMN USD0.6000 COM 981811102 543,000 11,315 SH   SOLE 0 0 0 11,315
WYNDHAM WORLDWIDE CORP. CMN COM 98310W108 309,000 4,590 SH   SOLE 0 0 0 4,590
XCEL ENERGY INC CMN COM 98389B100 556,000 13,507 SH   SOLE 0 0 0 13,507
XILINX INCORPORATED CMN COM 983919101 1,224,000 22,528 SH   SOLE 0 0 0 22,528
XEROX CORPORATION CMN COM 984121103 509,000 50,242 SH   SOLE 0 0 0 50,242
YAHOO INC CMN COM 984332106 174,000 4,043 SH   SOLE 0 0 0 4,043
YUM BRANDS, INC. CMN COM 988498101 867,000 9,542 SH   SOLE 0 0 0 9,542
ZIONS BANCORP CMN COM 989701107 278,000 8,965 SH   SOLE 0 0 0 8,965
ZYNGA INC. CMN CLASS A COM 98986T108 44,000 14,974 SH   SOLE 0 0 0 14,974
AMDOCS LIMITED ORDINARY SHARES COM G02602103 2,296,000 39,687 SH   SOLE 0 0 0 39,687
AMBARELLA INC CMN COM G037AX101 40,000 547 SH   SOLE 0 0 0 547
ARCH CAPITAL GROUP LTD. CMN COM G0450A105 1,230,000 15,519 SH   SOLE 0 0 0 15,519
ASPEN INSURANCE HOLDINGS LTD CMN COM G05384105 1,166,000 25,023 SH   SOLE 0 0 0 25,023
ASSURED GUARANTY LTD. CMN COM G0585R106 1,106,000 39,849 SH   SOLE 0 0 0 39,849
AXIS CAPITAL HOLDINGS, LTD. CMN COM G0692U109 177,000 3,260 SH   SOLE 0 0 0 3,260
ACCENTURE PLC CMN COM G1151C101 1,016,000 8,318 SH   SOLE 0 0 0 8,318
BROOKFIELD INFRASTRUCTURE PART*NERS L.P. LIMITED PARTNERSHIP UNITS COM G16252101 408,000 11,766 SH   SOLE 0 0 0 11,766
BUNGE LIMITED. ORD CMN COM G16962105 1,186,000 20,021 SH   SOLE 0 0 0 20,021
CARDTRONICS PLC CMN COM G1991C105 1,050,000 23,548 SH   SOLE 0 0 0 23,548
EATON CORP PLC CMN COM G29183103 768,000 11,692 SH   SOLE 0 0 0 11,692
ENDURANCE SPECIALTY HLDGS LTD CMN COM G30397106 209,000 3,189 SH   SOLE 0 0 0 3,189
ESSENT GROUP LTD. CMN COM G3198U102 652,000 24,515 SH   SOLE 0 0 0 24,515
EVEREST RE GROUP LTD CMN COM G3223R108 482,000 2,536 SH   SOLE 0 0 0 2,536
FLEETMATICS GROUP PLC CMN COM G35569105 20,000 326 SH   SOLE 0 0 0 326
HELEN OF TROY LTD (NEW) CMN COM G4388N106 99,000 1,146 SH   SOLE 0 0 0 1,146
ICON PUBLIC LIMITED COMPANY CMN COM G4705A100 451,000 5,832 SH   SOLE 0 0 0 5,832
IHS MARKIT LTD CMN COM G47567105 1,530,000 40,741 SH   SOLE 0 0 0 40,741
INGERSOLL-RAND PLC CMN COM G47791101 832,000 12,253 SH   SOLE 0 0 0 12,253
JOHNSON CONTROLS INTERNATIONAL* PLC CMN COM G51502105 853,000 18,340 SH   SOLE 0 0 0 18,340
MARVELL TECHNOLOGY GROUP LTD. CMN COM G5876H105 1,217,000 91,708 SH   SOLE 0 0 0 91,708
MEDTRONIC PUBLIC LIMITED COMPA*NY CMN COM G5960L103 10,000 111 SH   SOLE 0 0 0 111
MICHAEL KORS HOLDINGS LIMITED CMN COM G60754101 1,055,000 22,543 SH   SOLE 0 0 0 22,543
SEAGATE TECHNOLOGY PLC CMN COM G7945M107 885,000 22,948 SH   SOLE 0 0 0 22,948
VALIDUS HOLDINGS, LTD. CMN COM G9319H102 844,000 16,951 SH   SOLE 0 0 0 16,951
ALLIED WORLD ASSURANCE COMPANY* HOLDINGS, LTD CMN COM H01531104 1,562,000 38,655 SH   SOLE 0 0 0 38,655
CHUBB LTD CMN COM H1467J104 682,000 5,428 SH   SOLE 0 0 0 5,428
GARMIN LTD. CMN COM H2906T109 1,778,000 36,957 SH   SOLE 0 0 0 36,957
TE CONNECTIVITY LTD CMN COM H84989104 666,000 10,351 SH   SOLE 0 0 0 10,351
INTERXION HOLDING N.V. CMN COM N47279109 690,000 19,043 SH   SOLE 0 0 0 19,043
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A COM N53745100 64,000 790 SH   SOLE 0 0 0 790
MYLAN NV CMN COM N59465109 332,000 8,697 SH   SOLE 0 0 0 8,697
COPA HOLDINGS, S.A. CMN CLASS A COM P31076105 1,459,000 16,592 SH   SOLE 0 0 0 16,592
BROADCOM LIMITED CMN COM Y09827109 609,000 3,529 SH   SOLE 0 0 0 3,529
FLEX LTD. CMN COM Y2573F102 1,340,000 98,356 SH   SOLE 0 0 0 98,356