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COCOM134429109240341979SHSOLE4197900CAPITAL ONE FINANCIACOM14040H105461353229SHSOLE5322900CARDINAL HEALTH INCCOM14149Y108212825956SHSOLE2595600CARMAX INCCOM1431301024136970SHSOLE697000CARNIVAL CORPCOM143658300296750370SHSOLE5037000CATERPILLAR INCCOM149123101450148519SHSOLE4851900CB RICHARD ELLIS GROA12504L1091744999SHSOLE499900CDK GLOBAL INCCOM12508E101458370500SHSOLE7050000CELANESE CORPA1508701034474980SHSOLE498000CELGENE CORPCOM15102010416366131527SHSOLE13152700CENTENE CORPCOM15135B101205928891SHSOLE2889100CENTERPOINT ENERGY ICOM15189T10701SHSOLE100CENTURYTEL INCCOM156700106159067477SHSOLE6747700CERNER CORPCOM156782104112119047SHSOLE1904700CERTEGY INCCOM31620M1069648120732SHSOLE12073200CF INDUSTRIES HOLDINCOM125269100104735661SHSOLE3566100CH ROBINSON WORLDWIDCOM12541W209329442360SHSOLE4236000CHARLES SCHWAB CORP/COM8085131054317105772SHSOLE10577200CHARTER COMMUNICATIOA16119P108658820126SHSOLE2012600CHECK POINT SOFTWARECOMM2361E112462045000SHSOLE4500000CHENIERE ENERGY 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PIZZA INCCOM25754A201232812630SHSOLE1263000DOW CHEMICAL CO/THECOM2605431036958108725SHSOLE10872500DOVER CORPCOM26000310895311860SHSOLE1186000DR HORTON INCCOM23331A109118535574SHSOLE3557400DR PEPPER SNAPPLE GRCOM26138E109254625850SHSOLE2585000DTE ENERGY COCOM23333110701SHSOLE100DUKE ENERGY CORPCOM26441C2042473016SHSOLE301600DUKE REALTY CORPCOM26441150599337792SHSOLE3779200ETRADE FINANCIAL COCOM26924640167419313SHSOLE1931300EASTMAN CHEMICAL COCOM2774321007469179SHSOLE917900EATON CORPCOM278279104477164340SHSOLE6434000EATON VANCE CORPCOM278265103109724397SHSOLE2439700EBAY INCCOM2786421037525224165SHSOLE22416500ECHOSTAR COMMUNICATIA25470M10988513935SHSOLE1393500ECOLAB INCCOM278865100363628927SHSOLE2892700EDGEWELL PERSONAL CACOM28035Q102152620860SHSOLE2086000EDISON INTERNATIONALCOM28102010701SHSOLE100EDWARDS LIFESCIENCESCOM28176E108292831125SHSOLE3112500EI DU PONT DE NEMOURCOM263534109539967207SHSOLE6720700ELECTRONIC ARTS INCCOM285512109333037194SHSOLE3719400ELI LILLY & 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COCOM3119001042745320SHSOLE532000FEDERAL REALTY INVSCOM31374720610557827SHSOLE782700FEDERATED DEPARTMENTCOM55616P104118339419SHSOLE3941900FEDEX CORPCOM31428X106503525750SHSOLE2575000FIDELITY NATIONAL FICOM31620R303173444241SHSOLE4424100FIFTH THIRD BANCORPCOM316773100123148209SHSOLE4820900FIRST DATA CORPA32008D10665242050SHSOLE4205000FIRST REPUBLIC BANK/COM33616C1006396813SHSOLE681300FIRSTENERGY CORPCOM3379321072497816SHSOLE781600FISERV INCCOM337738108576449985SHSOLE4998500FLIR SYSTEMS INCCOM302445101138138070SHSOLE3807000FLOWSERVE CORPCOM34354P105771590SHSOLE159000FLUOR CORPCOM343412102112021181SHSOLE2118100FMC CORPCOM3024913036008600SHSOLE860000FOOT LOCKER INCCOM34484910488111780SHSOLE1178000FORD MOTOR COCOM3453708605089437225SHSOLE43722500FORTIVE CORPCOM34959J108135422464SHSOLE2246400FPL GROUP INCCOM65339F10101SHSOLE100FRANKLIN RESOURCES ICOM354613101159437654SHSOLE3765400GANNETT CO INCCOM87901J105143055500SHSOLE5550000GAP INC/THECOM36476010885034990SHSOLE3499000GARMIN LTDCOMH2906T109213741400SHSOLE4140000GENERAL DYNAMICS CORCOM369550108677936213SHSOLE3621300GENERAL ELECTRIC COCOM36960410322799759682SHSOLE75968200GENERAL GROWTH PROPECOM36174X101122152677SHSOLE5267700GENERAL MILLS INCCOM370334104425672131SHSOLE7213100GENERAL MOTORS CORPCOM37045V100332293953SHSOLE9395300GENUINE PARTS COCOM37246010593610060SHSOLE1006000GILEAD SCIENCES INCCOM37555810313612200415SHSOLE20041500GOLDMAN SACHS GROUPCOM38141G104728031692SHSOLE3169200GOODYEAR TIRE & RUBBCOM382550101156543466SHSOLE4346600GOOGLE INCC02079K1072146225871SHSOLE2587100GOOGLE INCA02079K3052474729190SHSOLE2919000H&R BLOCK INCCOM09367110547920410SHSOLE2041000HALLIBURTON COCOM4062161015810118059SHSOLE11805900HANESBRANDS INCCOM41034510243020710SHSOLE2071000HARRIS CORPCOM413875105345931090SHSOLE3109000HARTFORD FINANCIAL SCOM416515104203042082SHSOLE4208200HASBRO INCCOM418056107173617390SHSOLE1739000HCA INCCOM40412C101328636923SHSOLE3692300HEALTH CARE PROPERTYCOM40414L109133642711SHSOLE4271100HEALTH CARE 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INCCOM4523271091103364656SHSOLE6465600INCYTE CORPCOM45337C102183713740SHSOLE1374000ING US INCCOM929089100199952660SHSOLE5266000INGERSOLL-RAND COCOMG47791101346542395SHSOLE4239500INTEL CORPCOM45814010010112280342SHSOLE28034200INTERCONTINENTALEXCHCOM45866F104338156290SHSOLE5629000INTERNATIONAL BUSINECOM4592001011502686289SHSOLE8628900INTERNATIONAL FLAVORCOM459506101163812300SHSOLE1230000INTERNATIONAL PAPERCOM460146103307660575SHSOLE6057500INTERPUBLIC GROUP OFCOM460690100138056180SHSOLE5618000INTUIT INCCOM461202103502543327SHSOLE4332700INTUITIVE SURGICAL ICOM46120E60260587904SHSOLE790400IRON MOUNTAIN INCCOM46284V101137137679SHSOLE3767900ISHARES U.S. HEALTHCCOM464287762129542832000SHSOLE83200000JACOBS ENGINEERING GCOM469814107160629053SHSOLE2905300JAZZ PHARMACEUTICALSCOMG508711053472390SHSOLE239000JB HUNT TRANSPORT SECOM445658107117812840SHSOLE1284000JM SMUCKER CO/THECOM832696405359627434SHSOLE2743400JOHNSON & JOHNSONCOM47816010451944417055SHSOLE41705500JOHNSON CONTROLS INCA4791671085723135081SHSOLE13508100JONES LANG LASALLE ICOM48020Q1072842544SHSOLE254400JPMORGAN CHASE & COCOM46625H10023368266031SHSOLE26603100JUNIPER NETWORKS INCCOM48203R10455319874SHSOLE1987400KANSAS CITY SOUTHERNCOM485170302104912190SHSOLE1219000KELLOGG COCOM487836108207128523SHSOLE2852300KEYCORPCOM493267108119667279SHSOLE6727900KIMBERLY-CLARK CORPCOM494368103727454857SHSOLE5485700KIMCO REALTY CORPCOM49446R10923110436SHSOLE1043600KINDER MORGAN INCCOM49456B1015344245806SHSOLE24580600KLA-TENCOR CORPCOM482480100120012620SHSOLE1262000KOHL'S CORPCOM500255104126131677SHSOLE3167700KRAFT HEINZ CO/THECOM500754106617968043SHSOLE6804300KROGER CO/THECOM5010441013851130602SHSOLE13060200LABORATORY CORP OF ACOM50540R409295320582SHSOLE2058200LAM RESEARCH CORPCOM512807108211816500SHSOLE1650000LAS VEGAS SANDS CORPCOM517834107406070234SHSOLE7023400LEAR CORPCOM5218652048035670SHSOLE567000LEGGETT & PLATT INCCOM524660107156430870SHSOLE3087000LENNAR CORPA526057104188736864SHSOLE3686400LEUCADIA NATIONAL COCOM5272881042965113762SHSOLE11376200LIBERTY BROADBAND COC530307305455652729SHSOLE5272900LIBERTY GLOBAL INCCG5480U153243169381SHSOLE6938100LIBERTY LILAC GROUPCG5480U1531375931SHSOLE593100LIBERTY MEDIA CORPCOM540424108348774547SHSOLE7454700LIBERTY MEDIA HOLDINA53071M1042294114602SHSOLE11460200LIBERTY MEDIA INTERNCG5480U153150742020SHSOLE4202000LIBERTY PROPERTY TRUCOM53117210468017457SHSOLE1745700LIBERTY SIRIUSXM GROCOM5312296073398740SHSOLE874000LINCOLN NATIONAL CORCOM534187109129219744SHSOLE1974400LKQ CORPCOM50188920877426430SHSOLE2643000LOCKHEED MARTIN CORPCOM539830109828030943SHSOLE3094300LOWE'S COS INCCOM548661107761492611SHSOLE9261100LTD BRANDSCOM50179710469414741SHSOLE1474100LULULEMON ATHLETICACOM55002110968013110SHSOLE1311000LYONDELLBASELL INDUSCOMN53745100261328652SHSOLE2865200M&T BANK CORPCOM55261F104214413789SHSOLE1378900MACERICH CO/THECOM5543821016099456SHSOLE945600MACQUARIE INFRASTRUCCOM55608B10593111559SHSOLE1155900MALLINCKRODT 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