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
TWENTY FIRST CENTY FOX INC CL A 90130A101 33,668 1,207,617 SH   SOLE   1,207,617 0 0
3-D SYS CORP DEL COM NEW 88554D205 176 11,400 SH   SOLE   11,400 0 0
3M CO COM 88579Y101 9,036 54,230 SH   SOLE   54,230 0 0
ABBOTT LABS COM 002824100 4,338 103,700 SH   SOLE   103,700 0 0
ABBVIE INC COM 00287Y109 13,700 239,840 SH   SOLE   239,840 0 0
ABERCROMBIE & FITCH CO CL A 002896207 1,231 39,025 SH   SOLE   39,025 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,262 19,600 SH   SOLE   19,600 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 5,493 711,500 SH   SOLE   711,500 0 0
AECOM COM 00766T100 9,126 296,400 SH   SOLE   296,400 0 0
AEROVIRONMENT INC COM 008073108 385 13,600 SH   SOLE   13,600 0 0
AES CORP COM 00130H105 1,369 116,000 SH   SOLE   116,000 0 0
AETNA INC NEW COM 00817Y108 35,305 314,237 SH   SOLE   314,237 0 0
AFLAC INC COM 001055102 5,601 88,700 SH   SOLE   88,700 0 0
AGCO CORP COM 001084102 1,317 26,500 SH   SOLE   26,500 0 0
AIR METHODS CORP COM PAR $.06 009128307 2,613 72,150 SH   SOLE   72,150 0 0
AIR PRODS & CHEMS INC COM 009158106 3,543 24,595 SH   SOLE   24,595 0 0
ALASKA AIR GROUP INC COM 011659109 3,624 44,180 SH   SOLE   44,180 0 0
ALBEMARLE CORP COM 012653101 2,333 36,500 SH   SOLE   36,500 0 0
ALIGN TECHNOLOGY INC COM 016255101 945 13,000 SH   SOLE   13,000 0 0
ALLEGHANY CORP DEL COM 017175100 794 1,600 SH   SOLE   1,600 0 0
ALLERGAN PLC SHS G0177J108 15,315 57,140 SH   SOLE   57,140 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,578 29,900 SH   SOLE   29,900 0 0
ALLSTATE CORP COM 020002101 2,102 31,200 SH   SOLE   31,200 0 0
ALMOST FAMILY INC COM 020409108 827 22,200 SH   SOLE   22,200 0 0
ALPHABET INC CAP STK CL A 02079K305 53,697 70,385 SH   SOLE   70,385 0 0
ALPHABET INC CAP STK CL C 02079K107 75,250 101,014 SH   SOLE   101,014 0 0
AMAZON COM INC COM 023135106 4,411 7,430 SH   SOLE   7,430 0 0
AMC NETWORKS INC CL A 00164V103 7,785 119,882 SH   SOLE   119,882 0 0
AMEDISYS INC COM 023436108 933 19,300 SH   SOLE   19,300 0 0
AMERICAN ELEC PWR INC COM 025537101 770 11,600 SH   SOLE   11,600 0 0
AMERICAN EXPRESS CO COM 025816109 2,977 48,480 SH   SOLE   48,480 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 41,773 772,860 SH   SOLE   772,860 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 1,951 125,600 SH   SOLE   125,600 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 2,100 44,600 SH   SOLE   44,600 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 411 24,656 SH   SOLE   24,656 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 130 6,300 SH   SOLE   6,300 0 0
AMERICAN SCIENCE & ENGR INC COM 029429107 2,160 78,020 SH   SOLE   78,020 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,258 70,900 SH   SOLE   70,900 0 0
AMGEN INC COM 031162100 25,281 168,620 SH   SOLE   168,620 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,899 56,500 SH   SOLE   56,500 0 0
ANADARKO PETE CORP COM 032511107 36,021 773,490 SH   SOLE   773,490 0 0
ANALOG DEVICES INC COM 032654105 1,847 31,200 SH   SOLE   31,200 0 0
ANDERSONS INC COM 034164103 6,527 207,809 SH   SOLE   207,809 0 0
ANTHEM INC COM 036752103 32,679 235,120 SH   SOLE   235,120 0 0
APACHE CORP COM 037411105 52,972 1,085,265 SH   SOLE   1,085,265 0 0
APPLE INC COM 037833100 114,562 1,051,123 SH   SOLE   1,051,123 0 0
APPLIED MATLS INC COM 038222105 2,567 121,200 SH   SOLE   121,200 0 0
AQUA AMERICA INC COM 03836W103 235 7,400 SH   SOLE   7,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,507 41,500 SH   SOLE   41,500 0 0
ARCTIC CAT INC COM 039670104 336 20,000 SH   SOLE   20,000 0 0
ARROW ELECTRS INC COM 042735100 4,354 67,600 SH   SOLE   67,600 0 0
ASCENA RETAIL GROUP INC COM 04351G101 768 69,400 SH   SOLE   69,400 0 0
ASIA PULP & PAPER LTD SPONSORED ADR 04516V100 0 345,400 SH   SOLE   345,400 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,104 44,100 SH   SOLE   44,100 0 0
ASSOCIATED BANC CORP COM 045487105 1,918 106,900 SH   SOLE   106,900 0 0
AT&T INC COM 00206R102 33,111 845,326 SH   SOLE   845,326 0 0
ATMOS ENERGY CORP COM 049560105 1,292 17,400 SH   SOLE   17,400 0 0
ATWOOD OCEANICS INC COM 050095108 1,801 196,400 SH   SOLE   196,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,638 51,700 SH   SOLE   51,700 0 0
AUTODESK INC COM 052769106 583 10,000 SH   SOLE   10,000 0 0
AVISTA CORP COM 05379B107 522 12,800 SH   SOLE   12,800 0 0
AVNET INC COM 053807103 3,092 69,800 SH   SOLE   69,800 0 0
AVON PRODS INC COM 054303102 2,945 612,200 SH   SOLE   612,200 0 0
B/E AEROSPACE INC COM 073302101 2,329 50,500 SH   SOLE   50,500 0 0
BAKER HUGHES INC COM 057224107 20,832 475,302 SH   SOLE   475,302 0 0
BANK HAWAII CORP COM 062540109 1,297 19,000 SH   SOLE   19,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 32,078 870,983 SH   SOLE   870,983 0 0
BANK AMER CORP COM 060505104 42,035 3,109,093 SH   SOLE   3,109,093 0 0
BARD C R INC COM 067383109 973 4,800 SH   SOLE   4,800 0 0
BARCLAYS PLC ADR 06738E204 49 5,635 SH   SOLE   5,635 0 0
BAXTER INTL INC COM 071813109 1,803 43,900 SH   SOLE   43,900 0 0
BB&T CORP COM 054937107 30,610 920,062 SH   SOLE   920,062 0 0
BECTON DICKINSON & CO COM 075887109 3,628 23,900 SH   SOLE   23,900 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 7,044 33 SH   SOLE   33 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,631 272,277 SH   SOLE   272,277 0 0
BEST BUY INC COM 086516101 2,008 61,900 SH   SOLE   61,900 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 252 9,720 SH   SOLE   9,720 0 0
BIG LOTS INC COM 089302103 824 18,200 SH   SOLE   18,200 0 0
BIOGEN INC COM 09062X103 5,076 19,500 SH   SOLE   19,500 0 0
BLACK BOX CORP DEL COM 091826107 638 47,368 SH   SOLE   47,368 0 0
BLACK HILLS CORP COM 092113109 1,227 20,400 SH   SOLE   20,400 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,749 98,000 SH   SOLE   98,000 0 0
BOEING CO COM 097023105 5,446 42,900 SH   SOLE   42,900 0 0
BORGWARNER INC COM 099724106 2,431 63,300 SH   SOLE   63,300 0 0
BP PLC SPONSORED ADR 055622104 44,920 1,488,418 SH   SOLE   1,488,418 0 0
BRADY CORP CL A 104674106 819 30,500 SH   SOLE   30,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,296 51,600 SH   SOLE   51,600 0 0
BRISTOW GROUP INC COM 110394103 227 12,000 SH   SOLE   12,000 0 0
BROADCOM LTD SHS Y09827109 3,811 24,666 SH   SOLE   24,666 0 0
BROWN & BROWN INC COM 115236101 251 7,000 SH   SOLE   7,000 0 0
BUCKLE INC COM 118440106 2,771 81,800 SH   SOLE   81,800 0 0
CABELAS INC COM 126804301 682 14,000 SH   SOLE   14,000 0 0
CABOT OIL & GAS CORP COM 127097103 986 43,400 SH   SOLE   43,400 0 0
CACI INTL INC CL A 127190304 139 1,300 SH   SOLE   1,300 0 0
CALATLANTIC GROUP INC COM 128195104 2,978 89,094 SH   SOLE   89,094 0 0
CALIFORNIA RES CORP COM 13057Q107 979 950,000 SH   SOLE   950,000 0 0
CALLAWAY GOLF CO COM 131193104 1,441 157,985 SH   SOLE   157,985 0 0
CANADIAN NAT RES LTD COM 136385101 2,831 104,862 SH   SOLE   104,862 0 0
CANTEL MEDICAL CORP COM 138098108 872 12,219 SH   SOLE   12,219 0 0
CAPELLA EDUCATION COMPANY COM 139594105 268 5,100 SH   SOLE   5,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 24,183 348,915 SH   SOLE   348,915 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 1,324 133,900 SH   SOLE   133,900 0 0
CARBO CERAMICS INC COM 140781105 1,862 131,126 SH   SOLE   131,126 0 0
CARDTRONICS INC COM 14161H108 1,346 37,400 SH   SOLE   37,400 0 0
CARNIVAL CORP PAIRED CTF 143658300 2,369 44,900 SH   SOLE   44,900 0 0
CARRIZO OIL & GAS INC COM 144577103 1,716 55,500 SH   SOLE   55,500 0 0
CASTLE A M & CO COM 148411101 43 15,900 SH   SOLE   15,900 0 0
CATERPILLAR INC DEL COM 149123101 3,222 42,100 SH   SOLE   42,100 0 0
CBRE GROUP INC CL A 12504L109 824 28,600 SH   SOLE   28,600 0 0
CBS CORP NEW CL B 124857202 13,064 237,140 SH   SOLE   237,140 0 0
C D I CORP COM 125071100 1,367 217,700 SH   SOLE   217,700 0 0
CELGENE CORP COM 151020104 5,595 55,900 SH   SOLE   55,900 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 1,217 167,200 SH   SOLE   167,200 0 0
CEMPRA INC COM 15130J109 4,093 233,595 SH   SOLE   233,595 0 0
CENTENE CORP DEL COM 15135B101 32,431 526,740 SH   SOLE   526,740 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,580 96,979 SH   SOLE   96,979 0 0
CENTURY ALUM CO COM 156431108 286 40,500 SH   SOLE   40,500 0 0
CENTURYLINK INC COM 156700106 866 27,100 SH   SOLE   27,100 0 0
CF INDS HLDGS INC COM 125269100 3,639 116,100 SH   SOLE   116,100 0 0
CHASE PACKAGING CORP TEX COM 161635107 0 10 SH   SOLE   10 0 0
CHEMED CORP NEW COM 16359R103 677 5,000 SH   SOLE   5,000 0 0
CHEMOURS CO COM 163851108 7,304 1,043,428 SH   SOLE   1,043,428 0 0
CHESAPEAKE ENERGY CORP COM 165167107 5,228 1,268,949 SH   SOLE   1,268,949 0 0
CHEVRON CORP NEW COM 166764100 86,451 906,199 SH   SOLE   906,199 0 0
CHUBB LIMITED COM H1467J104 7,530 63,200 SH   SOLE   63,200 0 0
CIGNA CORPORATION COM 125509109 4,254 31,000 SH   SOLE   31,000 0 0
CIMAREX ENERGY CO COM 171798101 2,008 20,644 SH   SOLE   20,644 0 0
CIRRUS LOGIC INC COM 172755100 969 26,600 SH   SOLE   26,600 0 0
CISCO SYS INC COM 17275R102 26,180 919,578 SH   SOLE   919,578 0 0
CITIGROUP INC COM NEW 172967424 63,580 1,522,869 SH   SOLE   1,522,869 0 0
CITRIX SYS INC COM 177376100 668 8,500 SH   SOLE   8,500 0 0
CIVEO CORP CDA COM 17878Y108 219 177,700 SH   SOLE   177,700 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 41 20,836 SH   SOLE   20,836 0 0
COACH INC COM 189754104 12,559 313,259 SH   SOLE   313,259 0 0
COCA COLA CO COM 191216100 22,271 480,076 SH   SOLE   480,076 0 0
COLGATE PALMOLIVE CO COM 194162103 968 13,700 SH   SOLE   13,700 0 0
COMCAST CORP NEW CL A 20030N101 2,785 45,600 SH   SOLE   45,600 0 0
COMERICA INC COM 200340107 1,613 42,600 SH   SOLE   42,600 0 0
COMMERCIAL METALS CO COM 201723103 665 39,200 SH   SOLE   39,200 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,551 83,800 SH   SOLE   83,800 0 0
CONOCOPHILLIPS COM 20825C104 34,914 866,986 SH   SOLE   866,986 0 0
CONTINENTAL RESOURCES INC COM 212015101 34,118 1,123,790 SH   SOLE   1,123,790 0 0
COOPER COS INC COM NEW 216648402 422 2,739 SH   SOLE   2,739 0 0
CORESITE RLTY CORP COM 21870Q105 3,220 45,997 SH   SOLE   45,997 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,554 110,900 SH   SOLE   110,900 0 0
COUSINS PPTYS INC COM 222795106 514 49,500 SH   SOLE   49,500 0 0
CRANE CO COM 224399105 1,325 24,600 SH   SOLE   24,600 0 0
CREE INC COM 225447101 6,484 222,801 SH   SOLE   222,801 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 430 37,000 SH   SOLE   37,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,984 92,300 SH   SOLE   92,300 0 0
CSG SYS INTL INC COM 126349109 181 4,000 SH   SOLE   4,000 0 0
CST BRANDS INC COM 12646R105 3,687 96,300 SH   SOLE   96,300 0 0
CSX CORP COM 126408103 16,499 640,749 SH   SOLE   640,749 0 0
CULLEN FROST BANKERS INC COM 229899109 3,097 56,200 SH   SOLE   56,200 0 0
CUMMINS INC COM 231021106 781 7,100 SH   SOLE   7,100 0 0
CURTISS WRIGHT CORP COM 231561101 696 9,200 SH   SOLE   9,200 0 0
CVS HEALTH CORP COM 126650100 8,786 84,700 SH   SOLE   84,700 0 0
CYNOSURE INC CL A 232577205 2,277 51,600 SH   SOLE   51,600 0 0
DAKTRONICS INC COM 234264109 2,459 311,286 SH   SOLE   311,286 0 0
DARDEN RESTAURANTS INC COM 237194105 1,567 23,642 SH   SOLE   23,642 0 0
DECKERS OUTDOOR CORP COM 243537107 240 4,000 SH   SOLE   4,000 0 0
DEERE & CO COM 244199105 16,235 210,870 SH   SOLE   210,870 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,374 315,810 SH   SOLE   315,810 0 0
DEVON ENERGY CORP NEW COM 25179M103 53,984 1,967,362 SH   SOLE   1,967,362 0 0
DEVRY ED GROUP INC COM 251893103 1,026 59,400 SH   SOLE   59,400 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 750 74,100 SH   SOLE   74,100 0 0
DICKS SPORTING GOODS INC COM 253393102 8,672 185,499 SH   SOLE   185,499 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 16,587 614,320 SH   SOLE   614,320 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 9,999 349,260 SH   SOLE   349,260 0 0
DISNEY WALT CO COM DISNEY 254687106 2,941 29,616 SH   SOLE   29,616 0 0
DOMTAR CORP COM NEW 257559203 235 5,800 SH   SOLE   5,800 0 0
DOVER CORP COM 260003108 849 13,200 SH   SOLE   13,200 0 0
DOW CHEM CO COM 260543103 2,380 46,800 SH   SOLE   46,800 0 0
DST SYS INC DEL COM 233326107 981 8,700 SH   SOLE   8,700 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 12,778 201,795 SH   SOLE   201,795 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,589 19,700 SH   SOLE   19,700 0 0
DUKE REALTY CORP COM NEW 264411505 1,418 62,900 SH   SOLE   62,900 0 0
E M C CORP MASS COM 268648102 19,568 734,270 SH   SOLE   734,270 0 0
EAST WEST BANCORP INC COM 27579R104 1,549 47,700 SH   SOLE   47,700 0 0
EASTMAN CHEM CO COM 277432100 18,085 250,380 SH   SOLE   250,380 0 0
EATON CORP PLC SHS G29183103 4,836 77,300 SH   SOLE   77,300 0 0
EATON VANCE CORP COM NON VTG 278265103 235 7,000 SH   SOLE   7,000 0 0
EBAY INC COM 278642103 11,234 470,850 SH   SOLE   470,850 0 0
ECOLAB INC COM 278865100 1,561 14,000 SH   SOLE   14,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 604 7,500 SH   SOLE   7,500 0 0
EDISON INTL COM 281020107 2,976 41,400 SH   SOLE   41,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,470 28,000 SH   SOLE   28,000 0 0
EL PASO ELEC CO COM NEW 283677854 395 8,600 SH   SOLE   8,600 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 414 15,700 SH   SOLE   15,700 0 0
EMERSON ELEC CO COM 291011104 14,776 271,725 SH   SOLE   271,725 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 304 7,500 SH   SOLE   7,500 0 0
ENERPLUS CORP COM 292766102 2,869 729,900 SH   SOLE   729,900 0 0
ENGILITY HLDGS INC NEW COM 29286C107 1,034 55,100 SH   SOLE   55,100 0 0
ENSCO PLC SHS CLASS A G3157S106 884 85,200 SH   SOLE   85,200 0 0
ENSIGN GROUP INC COM 29358P101 1,467 64,800 SH   SOLE   64,800 0 0
ENTERGY CORP NEW COM 29364G103 2,910 36,700 SH   SOLE   36,700 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 3,321 51,841 SH   SOLE   51,841 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 2,795 54,000 SH   SOLE   54,000 0 0
EVEREST RE GROUP LTD COM G3223R108 2,626 13,300 SH   SOLE   13,300 0 0
EXELON CORP COM 30161N101 24,188 674,500 SH   SOLE   674,500 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,367 40,500 SH   SOLE   40,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,068 30,100 SH   SOLE   30,100 0 0
EXXON MOBIL CORP COM 30231G102 8,614 103,055 SH   SOLE   103,055 0 0
FACEBOOK INC CL A 30303M102 4,587 40,200 SH   SOLE   40,200 0 0
FAIR ISAAC CORP COM 303250104 1,654 15,590 SH   SOLE   15,590 0 0
FEDEX CORP COM 31428X106 12,438 76,435 SH   SOLE   76,435 0 0
FIFTH THIRD BANCORP COM 316773100 896 53,700 SH   SOLE   53,700 0 0
FINISH LINE INC CL A 317923100 1,924 91,200 SH   SOLE   91,200 0 0
FIREEYE INC COM 31816Q101 3,238 180,000 SH   SOLE   180,000 0 0
FIRST AMERN FINL CORP COM 31847R102 301 7,900 SH   SOLE   7,900 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 2,844 157,800 SH   SOLE   157,800 0 0
FIRSTENERGY CORP COM 337932107 3,529 98,096 SH   SOLE   98,096 0 0
FLOTEK INDS INC DEL COM 343389102 2,373 323,700 SH   SOLE   323,700 0 0
FLOWSERVE CORP COM 34354P105 1,719 38,700 SH   SOLE   38,700 0 0
FLUOR CORP NEW COM 343412102 3,125 58,200 SH   SOLE   58,200 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 6,641 491,910 SH   SOLE   491,910 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,567 45,800 SH   SOLE   45,800 0 0
FOSSIL GROUP INC COM 34988V106 622 14,000 SH   SOLE   14,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 52 2,889 SH   SOLE   2,889 0 0
FRANCESCAS HLDGS CORP COM 351793104 4,076 212,729 SH   SOLE   212,729 0 0
FRANKLIN RES INC COM 354613101 13,508 345,920 SH   SOLE   345,920 0 0
FTI CONSULTING INC COM 302941109 1,184 33,347 SH   SOLE   33,347 0 0
GALLAGHER ARTHUR J & CO COM 363576109 351 7,900 SH   SOLE   7,900 0 0
GENERAL DYNAMICS CORP COM 369550108 3,691 28,100 SH   SOLE   28,100 0 0
GENERAL ELECTRIC CO COM 369604103 35,984 1,131,914 SH   SOLE   1,131,914 0 0
GENERAL MTRS CO COM 37045V100 2,260 71,900 SH   SOLE   71,900 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 1,691 138,513 SH   SOLE   138,513 0 0
GENESEE & WYO INC CL A 371559105 4,928 78,600 SH   SOLE   78,600 0 0
GENTEX CORP COM 371901109 1,823 116,200 SH   SOLE   116,200 0 0
GEO GROUP INC NEW COM 36162J106 1,437 41,450 SH   SOLE   41,450 0 0
GILEAD SCIENCES INC COM 375558103 79,088 860,963 SH   SOLE   860,963 0 0
GLACIER BANCORP INC NEW COM 37637Q105 1,355 53,300 SH   SOLE   53,300 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 666 16,426 SH   SOLE   16,426 0 0
GLOBAL PMTS INC COM 37940X102 2,449 37,500 SH   SOLE   37,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,977 146,370 SH   SOLE   146,370 0 0
GRAINGER W W INC COM 384802104 187 800 SH   SOLE   800 0 0
GREAT PLAINS ENERGY INC COM 391164100 152 4,700 SH   SOLE   4,700 0 0
GREEN PLAINS INC COM 393222104 2,467 154,575 SH   SOLE   154,575 0 0
GREENHILL & CO INC COM 395259104 5,381 242,400 SH   SOLE   242,400 0 0
GREIF INC CL A 397624107 56 1,700 SH   SOLE   1,700 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 3,486 59,400 SH   SOLE   59,400 0 0
GUESS INC COM 401617105 2,114 112,600 SH   SOLE   112,600 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,735 66,850 SH   SOLE   66,850 0 0
HALLIBURTON CO COM 406216101 34,633 969,566 SH   SOLE   969,566 0 0
HARLEY DAVIDSON INC COM 412822108 3,742 72,900 SH   SOLE   72,900 0 0
HARTE-HANKS INC COM 416196103 636 251,400 SH   SOLE   251,400 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 625 19,300 SH   SOLE   19,300 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 131 3,600 SH   SOLE   3,600 0 0
HERCULES OFFSHORE INC COM NEW 427093307 270 112,298 SH   SOLE   112,298 0 0
HESS CORP COM 42809H107 4,300 81,665 SH   SOLE   81,665 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,241 70,000 SH   SOLE   70,000 0 0
HOLLYFRONTIER CORP COM 436106108 4,161 117,800 SH   SOLE   117,800 0 0
HOLOGIC INC COM 436440101 439 12,716 SH   SOLE   12,716 0 0
HOME DEPOT INC COM 437076102 774 5,800 SH   SOLE   5,800 0 0
HONDA MOTOR LTD AMERN SHS 438128308 7,284 266,408 SH   SOLE   266,408 0 0
HONEYWELL INTL INC COM 438516106 8,493 75,800 SH   SOLE   75,800 0 0
HORTONWORKS INC. SHS 440894103 992 87,800 SH   SOLE   87,800 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 295 11,100 SH   SOLE   11,100 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,086 184,800 SH   SOLE   184,800 0 0
HP INC COM 40434L105 862 70,000 SH   SOLE   70,000 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 90 2,907 SH   SOLE   2,907 0 0
HUBBELL INC COM 443510607 519 4,900 SH   SOLE   4,900 0 0
HUMANA INC COM 444859102 9,367 51,200 SH   SOLE   51,200 0 0
ICONIX BRAND GROUP INC COM 451055107 2,231 277,124 SH   SOLE   277,124 0 0
ILLINOIS TOOL WKS INC COM 452308109 809 7,900 SH   SOLE   7,900 0 0
INGERSOLL-RAND PLC SHS G47791101 1,414 22,800 SH   SOLE   22,800 0 0
INGRAM MICRO INC CL A 457153104 1,620 45,100 SH   SOLE   45,100 0 0
INGREDION INC COM 457187102 961 9,000 SH   SOLE   9,000 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,556 23,100 SH   SOLE   23,100 0 0
INTEL CORP COM 458140100 57,507 1,777,652 SH   SOLE   1,777,652 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 6,167 48,000 SH   SOLE   48,000 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 5,182 210,123 SH   SOLE   210,123 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 44,019 290,650 SH   SOLE   290,650 0 0
INTL PAPER CO COM 460146103 718 17,500 SH   SOLE   17,500 0 0
INVESCO LTD SHS G491BT108 4,462 145,000 SH   SOLE   145,000 0 0
ITT CORP NEW COM NEW 450911201 627 17,000 SH   SOLE   17,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 11,255 258,432 SH   SOLE   258,432 0 0
PENNEY J C INC COM 708160106 449 40,600 SH   SOLE   40,600 0 0
JOHNSON & JOHNSON COM 478160104 59,700 551,756 SH   SOLE   551,756 0 0
JOHNSON CTLS INC COM 478366107 1,925 49,400 SH   SOLE   49,400 0 0
JONES LANG LASALLE INC COM 48020Q107 1,126 9,600 SH   SOLE   9,600 0 0
JOY GLOBAL INC COM 481165108 17,097 1,063,900 SH   SOLE   1,063,900 0 0
JPMORGAN CHASE & CO COM 46625H100 78,627 1,327,708 SH   SOLE   1,327,708 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 743 8,700 SH   SOLE   8,700 0 0
KB HOME COM 48666K109 25,921 1,815,199 SH   SOLE   1,815,199 0 0
KENNAMETAL INC COM 489170100 2,860 127,150 SH   SOLE   127,150 0 0
KINDER MORGAN INC DEL COM 49456B101 2,350 131,600 SH   SOLE   131,600 0 0
KINDRED HEALTHCARE INC COM 494580103 4,394 355,800 SH   SOLE   355,800 0 0
KOHLS CORP COM 500255104 15,604 334,785 SH   SOLE   334,785 0 0
KOPPERS HOLDINGS INC COM 50060P106 101 4,500 SH   SOLE   4,500 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 953 55,100 SH   SOLE   55,100 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,710 14,600 SH   SOLE   14,600 0 0
LAM RESEARCH CORP COM 512807108 743 9,000 SH   SOLE   9,000 0 0
LANDAUER INC COM 51476K103 1,028 31,098 SH   SOLE   31,098 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 1,500 59,250 SH   SOLE   59,250 0 0
LEGG MASON INC COM 524901105 486 14,000 SH   SOLE   14,000 0 0
LENNAR CORP CL A 526057104 54,945 1,136,156 SH   SOLE   1,136,156 0 0
LILLY ELI & CO COM 532457108 5,183 71,970 SH   SOLE   71,970 0 0
LINCOLN NATL CORP IND COM 534187109 9,339 238,237 SH   SOLE   238,237 0 0
LINEAR TECHNOLOGY CORP COM 535678106 7,583 170,171 SH   SOLE   170,171 0 0
LIVANOVA PLC SHS G5509L101 2,256 41,800 SH   SOLE   41,800 0 0
LOCKHEED MARTIN CORP COM 539830109 3,323 15,000 SH   SOLE   15,000 0 0
LOUISIANA PAC CORP COM 546347105 3,047 178,000 SH   SOLE   178,000 0 0
LOWES COS INC COM 548661107 9,007 118,900 SH   SOLE   118,900 0 0
LSB INDS INC COM 502160104 204 16,000 SH   SOLE   16,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 12,186 142,398 SH   SOLE   142,398 0 0
M/I HOMES INC COM 55305B101 696 37,300 SH   SOLE   37,300 0 0
MACK CALI RLTY CORP COM 554489104 519 22,100 SH   SOLE   22,100 0 0
MACYS INC COM 55616P104 3,047 69,100 SH   SOLE   69,100 0 0
MANTECH INTL CORP CL A 564563104 4,445 138,950 SH   SOLE   138,950 0 0
MARATHON OIL CORP COM 565849106 41,693 3,742,629 SH   SOLE   3,742,629 0 0
MASCO CORP COM 574599106 4,293 136,497 SH   SOLE   136,497 0 0
MASTERCARD INC CL A 57636Q104 6,870 72,700 SH   SOLE   72,700 0 0
MATTEL INC COM 577081102 403 12,000 SH   SOLE   12,000 0 0
MCDONALDS CORP COM 580135101 22,664 180,330 SH   SOLE   180,330 0 0
MCKESSON CORP COM 58155Q103 1,337 8,500 SH   SOLE   8,500 0 0
MDU RES GROUP INC COM 552690109 991 50,900 SH   SOLE   50,900 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 28,693 337,682 SH   SOLE   337,682 0 0
MEDNAX INC COM 58502B106 2,313 35,800 SH   SOLE   35,800 0 0
MEDTRONIC PLC SHS G5960L103 40,486 539,811 SH   SOLE   539,811 0 0
MENTOR GRAPHICS CORP COM 587200106 505 24,864 SH   SOLE   24,864 0 0
MERCK & CO INC NEW COM 58933Y105 10,248 193,695 SH   SOLE   193,695 0 0
MERCURY GENL CORP NEW COM 589400100 67 1,207 SH   SOLE   1,207 0 0
MERITAGE HOMES CORP COM 59001A102 38,757 1,062,992 SH   SOLE   1,062,992 0 0
METLIFE INC COM 59156R108 47,977 1,091,866 SH   SOLE   1,091,866 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 5,135 90,158 SH   SOLE   90,158 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 482 10,000 SH   SOLE   10,000 0 0
MICRON TECHNOLOGY INC COM 595112103 772 73,700 SH   SOLE   73,700 0 0
MICROSOFT CORP COM 594918104 133,613 2,419,218 SH   SOLE   2,419,218 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,399 37,200 SH   SOLE   37,200 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 1,543 166,960 SH   SOLE   166,960 0 0
MONDELEZ INTL INC CL A 609207105 7,799 194,398 SH   SOLE   194,398 0 0
MORGAN STANLEY COM NEW 617446448 9,610 384,236 SH   SOLE   384,236 0 0
MOSAIC CO NEW COM 61945C103 378 14,000 SH   SOLE   14,000 0 0
MYLAN N V SHS EURO N59465109 1,497 32,300 SH   SOLE   32,300 0 0
NATIONAL PRESTO INDS INC COM 637215104 620 7,400 SH   SOLE   7,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 9,391 301,975 SH   SOLE   301,975 0 0
NCR CORP NEW COM 62886E108 1,835 61,300 SH   SOLE   61,300 0 0
NESTLE SA SPONSORED ADR 641069406 633 8,486 SH   SOLE   8,486 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,930 121,400 SH   SOLE   121,400 0 0
NEWMARKET CORP COM 651587107 317 800 SH   SOLE   800 0 0
NOBLE ENERGY INC COM 655044105 13,304 423,560 SH   SOLE   423,560 0 0
NORDSTROM INC COM 655664100 2,620 45,800 SH   SOLE   45,800 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,697 56,420 SH   SOLE   56,420 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 664 166,300 SH   SOLE   166,300 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,900 9,600 SH   SOLE   9,600 0 0
NOVARTIS A G SPONSORED ADR 66987V109 551 7,600 SH   SOLE   7,600 0 0
NUCOR CORP COM 670346105 14,317 302,689 SH   SOLE   302,689 0 0
NVR INC COM 62944T105 12,659 7,307 SH   SOLE   7,307 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,524 30,900 SH   SOLE   30,900 0 0
OASIS PETE INC NEW COM 674215108 7,869 1,080,864 SH   SOLE   1,080,864 0 0
OFFSHORE GROUP INVESTMENT LT UNIT 99/99/9999 G67179112 542 5,358 SH   SOLE   5,358 0 0
OGE ENERGY CORP COM 670837103 842 29,400 SH   SOLE   29,400 0 0
OLD NATL BANCORP IND COM 680033107 651 53,400 SH   SOLE   53,400 0 0
OLIN CORP COM PAR $1 680665205 7,056 406,200 SH   SOLE   406,200 0 0
OLYMPIC STEEL INC COM 68162K106 859 49,631 SH   SOLE   49,631 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,786 50,600 SH   SOLE   50,600 0 0
ORACLE CORP COM 68389X105 60,779 1,485,688 SH   SOLE   1,485,688 0 0
ORBITAL ATK INC COM 68557N103 513 5,900 SH   SOLE   5,900 0 0
ORION MARINE GROUP INC COM 68628V308 3,230 623,478 SH   SOLE   623,478 0 0
OSHKOSH CORP COM 688239201 5,501 134,600 SH   SOLE   134,600 0 0
OWENS ILL INC COM NEW 690768403 2,868 179,700 SH   SOLE   179,700 0 0
PACCAR INC COM 693718108 2,488 45,500 SH   SOLE   45,500 0 0
PACWEST BANCORP DEL COM 695263103 2,103 56,600 SH   SOLE   56,600 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 4 17,033 SH   SOLE   17,033 0 0
PARKER HANNIFIN CORP COM 701094104 3,310 29,800 SH   SOLE   29,800 0 0
PAYCHEX INC COM 704326107 2,822 52,250 SH   SOLE   52,250 0 0
PAYPAL HLDGS INC COM 70450Y103 20,698 536,220 SH   SOLE   536,220 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 1,066 48,800 SH   SOLE   48,800 0 0
PEPSICO INC COM 713448108 46,104 449,879 SH   SOLE   449,879 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 209 46,200 SH   SOLE   46,200 0 0
PFIZER INC COM 717081103 73,457 2,478,314 SH   SOLE   2,478,314 0 0
PG&E CORP COM 69331C108 113 1,900 SH   SOLE   1,900 0 0
PHILIP MORRIS INTL INC COM 718172109 56,068 571,478 SH   SOLE   571,478 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,211 26,140 SH   SOLE   26,140 0 0
PNM RES INC COM 69349H107 863 25,600 SH   SOLE   25,600 0 0
POLARIS INDS INC COM 731068102 3,466 35,200 SH   SOLE   35,200 0 0
POLYCOM INC COM 73172K104 973 87,300 SH   SOLE   87,300 0 0
POOL CORPORATION COM 73278L105 2,123 24,200 SH   SOLE   24,200 0 0
POST PPTYS INC COM 737464107 2,658 44,500 SH   SOLE   44,500 0 0
PPG INDS INC COM 693506107 2,252 20,200 SH   SOLE   20,200 0 0
PPL CORP COM 69351T106 8,897 233,710 SH   SOLE   233,710 0 0
PRAXAIR INC COM 74005P104 1,488 13,000 SH   SOLE   13,000 0 0
PRICELINE GRP INC COM NEW 741503403 11,446 8,880 SH   SOLE   8,880 0 0
PRIVATEBANCORP INC COM 742962103 521 13,500 SH   SOLE   13,500 0 0
PROCTER & GAMBLE CO COM 742718109 45,390 551,453 SH   SOLE   551,453 0 0
PROSPERITY BANCSHARES INC COM 743606105 7,668 165,284 SH   SOLE   165,284 0 0
PRUDENTIAL FINL INC COM 744320102 4,052 56,100 SH   SOLE   56,100 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 3,337 33,200 SH   SOLE   33,200 0 0
PTC THERAPEUTICS INC COM 69366J200 1,280 198,800 SH   SOLE   198,800 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 443 9,400 SH   SOLE   9,400 0 0
PULTE GROUP INC COM 745867101 318 17,000 SH   SOLE   17,000 0 0
PVH CORP COM 693656100 4,225 42,650 SH   SOLE   42,650 0 0
QEP RES INC COM 74733V100 1,213 86,000 SH   SOLE   86,000 0 0
QUALCOMM INC COM 747525103 34,788 680,245 SH   SOLE   680,245 0 0
QUANTA SVCS INC COM 74762E102 151 6,700 SH   SOLE   6,700 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,908 26,700 SH   SOLE   26,700 0 0
QUESTAR CORP COM 748356102 278 11,200 SH   SOLE   11,200 0 0
RACKSPACE HOSTING INC COM 750086100 2,435 112,800 SH   SOLE   112,800 0 0
RALPH LAUREN CORP CL A 751212101 1,844 19,155 SH   SOLE   19,155 0 0
RANGE RES CORP COM 75281A109 1,013 31,300 SH   SOLE   31,300 0 0
RAYTHEON CO COM NEW 755111507 5,114 41,700 SH   SOLE   41,700 0 0
REGAL BELOIT CORP COM 758750103 151 2,400 SH   SOLE   2,400 0 0
REGENCY CTRS CORP COM 758849103 449 6,000 SH   SOLE   6,000 0 0
REGULUS THERAPEUTICS INC COM 75915K101 879 126,870 SH   SOLE   126,870 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 8,894 92,400 SH   SOLE   92,400 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 22,180 320,560 SH   SOLE   320,560 0 0
RENT A CTR INC NEW COM 76009N100 412 26,000 SH   SOLE   26,000 0 0
REPLIGEN CORP COM 759916109 1,647 61,400 SH   SOLE   61,400 0 0
RESOURCES CONNECTION INC COM 76122Q105 37 2,368 SH   SOLE   2,368 0 0
REX AMERICAN RESOURCES CORP COM 761624105 2,663 48,000 SH   SOLE   48,000 0 0
RICE ENERGY INC COM 762760106 870 62,300 SH   SOLE   62,300 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 883 70,900 SH   SOLE   70,900 0 0
ROCKWELL COLLINS INC COM 774341101 2,508 27,200 SH   SOLE   27,200 0 0
ROVI CORP COM 779376102 5,335 260,100 SH   SOLE   260,100 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,333 28,401 SH   SOLE   28,401 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 310 6,300 SH   SOLE   6,300 0 0
RPM INTL INC COM 749685103 672 14,200 SH   SOLE   14,200 0 0
RUBY TUESDAY INC COM 781182100 670 124,500 SH   SOLE   124,500 0 0
SANDERSON FARMS INC COM 800013104 649 7,200 SH   SOLE   7,200 0 0
SANOFI SPONSORED ADR 80105N105 1,012 25,197 SH   SOLE   25,197 0 0
SCHLUMBERGER LTD COM 806857108 19,659 266,568 SH   SOLE   266,568 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 249 3,800 SH   SOLE   3,800 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,326 415,850 SH   SOLE   415,850 0 0
SEATTLE GENETICS INC COM 812578102 2,435 69,400 SH   SOLE   69,400 0 0
SELECT COMFORT CORP COM 81616X103 977 50,400 SH   SOLE   50,400 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 184 2,900 SH   SOLE   2,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,706 21,900 SH   SOLE   21,900 0 0
SM ENERGY CO COM 78454L100 21,194 1,130,934 SH   SOLE   1,130,934 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 602 32,600 SH   SOLE   32,600 0 0
SONIC CORP COM 835451105 236 6,700 SH   SOLE   6,700 0 0
SOTHEBYS COM 835898107 2,112 79,000 SH   SOLE   79,000 0 0
SOUTH32 LTD SPONSORED ADR 84473L105 21 3,888 SH   SOLE   3,888 0 0
SOUTHERN CO COM 842587107 383 7,410 SH   SOLE   7,410 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,602 322,420 SH   SOLE   322,420 0 0
SPARTANNASH CO COM 847215100 3,619 119,400 SH   SOLE   119,400 0 0
SPLUNK INC COM 848637104 2,187 44,700 SH   SOLE   44,700 0 0
SPOK HLDGS INC COM 84863T106 207 11,800 SH   SOLE   11,800 0 0
ST JUDE MED INC COM 790849103 3,025 55,000 SH   SOLE   55,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,662 25,300 SH   SOLE   25,300 0 0
STAPLES INC COM 855030102 16,131 1,462,503 SH   SOLE   1,462,503 0 0
STATE STR CORP COM 857477103 778 13,299 SH   SOLE   13,299 0 0
STEEL DYNAMICS INC COM 858119100 5,815 258,350 SH   SOLE   258,350 0 0
STERLING BANCORP DEL COM 85917A100 1,478 92,800 SH   SOLE   92,800 0 0
STRAYER ED INC COM 863236105 5 100 SH   SOLE   100 0 0
SUNCOKE ENERGY INC COM 86722A103 113 17,400 SH   SOLE   17,400 0 0
SUNCOR ENERGY INC NEW COM B3NB0P5 13,122 471,848 SH   SOLE   471,848 0 0
SUNEDISON INC COM 86732Y109 56 103,325 SH   SOLE   103,325 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,543 189,900 SH   SOLE   189,900 0 0
SUPERIOR INDS INTL INC COM 868168105 640 28,991 SH   SOLE   28,991 0 0
SURMODICS INC COM 868873100 1,392 75,600 SH   SOLE   75,600 0 0
SYMANTEC CORP COM 871503108 410 22,300 SH   SOLE   22,300 0 0
SYNAPTICS INC COM 87157D109 2,647 33,200 SH   SOLE   33,200 0 0
SYNCHRONY FINL COM 87165B103 9,084 316,959 SH   SOLE   316,959 0 0
SYNERGY RES CORP COM 87164P103 943 121,300 SH   SOLE   121,300 0 0
SYNOPSYS INC COM 871607107 1,681 34,700 SH   SOLE   34,700 0 0
SYSCO CORP COM 871829107 5,037 107,790 SH   SOLE   107,790 0 0
TALEN ENERGY CORP COM 87422J105 70 7,770 SH   SOLE   7,770 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 2,833 77,850 SH   SOLE   77,850 0 0
TARGET CORP COM 87612E106 51,089 620,911 SH   SOLE   620,911 0 0
TAUBMAN CTRS INC COM 876664103 342 4,800 SH   SOLE   4,800 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 1,737 123,015 SH   SOLE   123,015 0 0
TCF FINL CORP COM 872275102 1,975 161,100 SH   SOLE   161,100 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,641 26,500 SH   SOLE   26,500 0 0
TELEFLEX INC COM 879369106 2,842 18,100 SH   SOLE   18,100 0 0
TEREX CORP NEW COM 880779103 6,123 246,100 SH   SOLE   246,100 0 0
TETRA TECH INC NEW COM 88162G103 5,564 186,600 SH   SOLE   186,600 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 537 14,000 SH   SOLE   14,000 0 0
TEXAS INSTRS INC COM 882508104 38,109 663,690 SH   SOLE   663,690 0 0
TEXTRON INC COM 883203101 1,994 54,700 SH   SOLE   54,700 0 0
THOR INDS INC COM 885160101 6,207 97,340 SH   SOLE   97,340 0 0
TIDEWATER INC COM 886423102 1,663 243,543 SH   SOLE   243,543 0 0
TIFFANY & CO NEW COM 886547108 6,140 83,670 SH   SOLE   83,670 0 0
TIME INC NEW COM 887228104 484 31,338 SH   SOLE   31,338 0 0
TIME WARNER INC COM NEW 887317303 10,999 151,600 SH   SOLE   151,600 0 0
TIMKEN CO COM 887389104 2,676 79,900 SH   SOLE   79,900 0 0
TIMKENSTEEL CORP COM 887399103 1,375 151,151 SH   SOLE   151,151 0 0
TITAN INTL INC ILL COM 88830M102 2,351 436,900 SH   SOLE   436,900 0 0
TOLL BROTHERS INC COM 889478103 33,815 1,145,889 SH   SOLE   1,145,889 0 0
TOPBUILD CORP COM 89055F103 0 4 SH   SOLE   4 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 440 4,140 SH   SOLE   4,140 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,389 11,900 SH   SOLE   11,900 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,913 157,800 SH   SOLE   157,800 0 0
TRINITY INDS INC COM 896522109 4,543 248,100 SH   SOLE   248,100 0 0
TUPPERWARE BRANDS CORP COM 899896104 870 15,000 SH   SOLE   15,000 0 0
UGI CORP NEW COM 902681105 2,627 65,200 SH   SOLE   65,200 0 0
UNILEVER N V N Y SHS NEW 904784709 519 11,620 SH   SOLE   11,620 0 0
UNION PAC CORP COM 907818108 42,092 529,130 SH   SOLE   529,130 0 0
UNITED CONTL HLDGS INC COM 910047109 21,517 359,455 SH   SOLE   359,455 0 0
UNITED NAT FOODS INC COM 911163103 1,290 32,000 SH   SOLE   32,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 21,272 201,686 SH   SOLE   201,686 0 0
UNITED RENTALS INC COM 911363109 864 13,900 SH   SOLE   13,900 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,184 111,730 SH   SOLE   111,730 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 5,427 48,700 SH   SOLE   48,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 98,028 760,494 SH   SOLE   760,494 0 0
UNIVERSAL CORP VA COM 913456109 1,594 28,061 SH   SOLE   28,061 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 19 4,300 SH   SOLE   4,300 0 0
UNUM GROUP COM 91529Y106 4,146 134,100 SH   SOLE   134,100 0 0
URBAN OUTFITTERS INC COM 917047102 5,189 156,819 SH   SOLE   156,819 0 0
US BANCORP DEL COM NEW 902973304 72,750 1,792,323 SH   SOLE   1,792,323 0 0
U S SILICA HLDGS INC COM 90346E103 786 34,600 SH   SOLE   34,600 0 0
VALLEY NATL BANCORP COM 919794107 4,169 437,000 SH   SOLE   437,000 0 0
VALSPAR CORP COM 920355104 771 7,200 SH   SOLE   7,200 0 0
VCA INC COM 918194101 1,356 23,500 SH   SOLE   23,500 0 0
VECTREN CORP COM 92240G101 556 11,000 SH   SOLE   11,000 0 0
VEECO INSTRS INC DEL COM 922417100 1,399 71,800 SH   SOLE   71,800 0 0
VERIFONE SYS INC COM 92342Y109 8,013 283,736 SH   SOLE   283,736 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 40,484 748,592 SH   SOLE   748,592 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 124,430 3,598,330 SH   SOLE   3,598,330 0 0
VIACOM INC NEW CL B 92553P201 17,691 428,572 SH   SOLE   428,572 0 0
VISA INC COM CL A 92826C839 12,336 161,300 SH   SOLE   161,300 0 0
WADDELL & REED FINL INC CL A 930059100 8,801 373,869 SH   SOLE   373,869 0 0
WAL-MART STORES INC COM 931142103 89,932 1,313,061 SH   SOLE   1,313,061 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,873 57,850 SH   SOLE   57,850 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 5,315 57,300 SH   SOLE   57,300 0 0
WELLS FARGO & CO NEW COM 949746101 77,176 1,595,873 SH   SOLE   1,595,873 0 0
WESTAMERICA BANCORPORATION COM 957090103 755 15,500 SH   SOLE   15,500 0 0
WESTERN DIGITAL CORP COM 958102105 12,613 266,990 SH   SOLE   266,990 0 0
WESTERN REFNG INC COM 959319104 143 4,900 SH   SOLE   4,900 0 0
WESTERN UN CO COM 959802109 9,576 496,444 SH   SOLE   496,444 0 0
WESTROCK CO COM 96145D105 562 14,390 SH   SOLE   14,390 0 0
WEX INC COM 96208T104 1,926 23,100 SH   SOLE   23,100 0 0
WHITING PETE CORP NEW COM 966387102 4,205 526,996 SH   SOLE   526,996 0 0
WILLIAMS SONOMA INC COM 969904101 1,462 26,700 SH   SOLE   26,700 0 0
WINNEBAGO INDS INC COM 974637100 5,065 225,600 SH   SOLE   225,600 0 0
WISDOMTREE INVTS INC COM 97717P104 219 19,200 SH   SOLE   19,200 0 0
WMIH CORP COM 92936P100 0 212 SH   SOLE   212 0 0
WPX ENERGY INC COM 98212B103 234 33,500 SH   SOLE   33,500 0 0
WYNN RESORTS LTD COM 983134107 3,130 33,503 SH   SOLE   33,503 0 0
XILINX INC COM 983919101 2,205 46,500 SH   SOLE   46,500 0 0
YUM BRANDS INC COM 988498101 4,510 55,100 SH   SOLE   55,100 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,879 27,000 SH   SOLE   27,000 0 0
ZOETIS INC CL A 98978V103 510 11,496 SH   SOLE   11,496 0 0