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 33,762 1,037,387 SH   SOLE   1,037,387 0 0
3-D SYS CORP DEL COM NEW 88554D205 223 11,400 SH   SOLE   11,400 0 0
3M CO COM 88579Y101 11,971 77,580 SH   SOLE   77,580 0 0
ABBOTT LABS COM 002824100 4,226 86,100 SH   SOLE   86,100 0 0
ABBVIE INC COM 00287Y109 2,775 41,300 SH   SOLE   41,300 0 0
ABERCROMBIE & FITCH CO CL A 002896207 5,115 237,800 SH   SOLE   237,800 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,029 31,300 SH   SOLE   31,300 0 0
ACE LTD SHS H0023R105 6,426 63,200 SH   SOLE   63,200 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 6,116 690,300 SH   SOLE   690,300 0 0
ADOBE SYS INC COM 00724F101 1,239 15,300 SH   SOLE   15,300 0 0
AECOM COM 00766T100 6,639 200,700 SH   SOLE   200,700 0 0
AEROPOSTALE COM 007865108 147 90,475 SH   SOLE   90,475 0 0
AEROVIRONMENT INC COM 008073108 689 26,400 SH   SOLE   26,400 0 0
AES CORP COM 00130H105 1,538 116,000 SH   SOLE   116,000 0 0
AETNA INC NEW COM 00817Y108 41,283 323,887 SH   SOLE   323,887 0 0
AFLAC INC COM 001055102 5,517 88,700 SH   SOLE   88,700 0 0
AGCO CORP COM 001084102 1,908 33,600 SH   SOLE   33,600 0 0
AGRIUM INC COM 008916108 7,819 73,797 SH   SOLE   73,797 0 0
AIR METHODS CORP COM PAR $.06 009128307 1,557 37,675 SH   SOLE   37,675 0 0
AIR PRODS & CHEMS INC COM 009158106 3,365 24,595 SH   SOLE   24,595 0 0
AIRGAS INC COM 009363102 635 6,000 SH   SOLE   6,000 0 0
ALASKA AIR GROUP INC COM 011659109 3,214 49,880 SH   SOLE   49,880 0 0
ALBEMARLE CORP COM 012653101 1,708 30,900 SH   SOLE   30,900 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,019 32,200 SH   SOLE   32,200 0 0
ALLEGHANY CORP DEL COM 017175100 750 1,600 SH   SOLE   1,600 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,798 13,011 SH   SOLE   13,011 0 0
ALLSTATE CORP COM 020002101 1,310 20,200 SH   SOLE   20,200 0 0
ALMOST FAMILY INC COM 020409108 1,013 25,376 SH   SOLE   25,376 0 0
ALTERA CORP COM 021441100 2,611 51,000 SH   SOLE   51,000 0 0
AMAZON COM INC COM 023135106 1,519 3,500 SH   SOLE   3,500 0 0
AMC NETWORKS INC CL A 00164V103 11,975 146,300 SH   SOLE   146,300 0 0
AMEDISYS INC COM 023436108 2,134 53,700 SH   SOLE   53,700 0 0
AMERICAN ELEC PWR INC COM 025537101 614 11,600 SH   SOLE   11,600 0 0
AMERICAN EXPRESS CO COM 025816109 2,384 30,680 SH   SOLE   30,680 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 48,291 781,150 SH   SOLE   781,150 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,890 135,600 SH   SOLE   135,600 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 1,681 44,600 SH   SOLE   44,600 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,302 307,900 SH   SOLE   307,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 241 3,700 SH   SOLE   3,700 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 162 6,300 SH   SOLE   6,300 0 0
AMERICAN SCIENCE & ENGR INC COM 029429107 751 17,150 SH   SOLE   17,150 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,614 70,900 SH   SOLE   70,900 0 0
AMGEN INC COM 031162100 10,455 68,100 SH   SOLE   68,100 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,785 56,500 SH   SOLE   56,500 0 0
ANADARKO PETE CORP COM 032511107 1,538 19,700 SH   SOLE   19,700 0 0
ANALOG DEVICES INC COM 032654105 1,727 26,900 SH   SOLE   26,900 0 0
ANDERSONS INC COM 034164103 7,324 187,800 SH   SOLE   187,800 0 0
ANTHEM INC COM 036752103 40,214 244,998 SH   SOLE   244,998 0 0
APACHE CORP COM 037411105 56,965 988,455 SH   SOLE   988,455 0 0
APPLE INC COM 037833100 109,953 876,647 SH   SOLE   876,647 0 0
APPLIED MATLS INC COM 038222105 321 16,700 SH   SOLE   16,700 0 0
AQUA AMERICA INC COM 03836W103 181 7,400 SH   SOLE   7,400 0 0
ARROW ELECTRS INC COM 042735100 3,772 67,600 SH   SOLE   67,600 0 0
ASCENA RETAIL GROUP INC COM 04351G101 1,267 76,100 SH   SOLE   76,100 0 0
ASIA PULP & PAPER LTD SPONSORED ADR 04516V100 0 345,400 SH   SOLE   345,400 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,524 52,700 SH   SOLE   52,700 0 0
ASSOCIATED BANC CORP COM 045487105 2,167 106,900 SH   SOLE   106,900 0 0
AT&T INC COM 00206R102 32,667 919,686 SH   SOLE   919,686 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,463 26,622 SH   SOLE   26,622 0 0
ATMOS ENERGY CORP COM 049560105 892 17,400 SH   SOLE   17,400 0 0
ATWOOD OCEANICS INC COM 050095108 4,521 171,000 SH   SOLE   171,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,150 64,190 SH   SOLE   64,190 0 0
AUTODESK INC COM 052769106 501 10,000 SH   SOLE   10,000 0 0
AVISTA CORP COM 05379B107 405 13,200 SH   SOLE   13,200 0 0
AVNET INC COM 053807103 2,310 56,200 SH   SOLE   56,200 0 0
AVON PRODS INC COM 054303102 3,034 484,600 SH   SOLE   484,600 0 0
BANK HAWAII CORP COM 062540109 1,600 24,000 SH   SOLE   24,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 52,633 1,254,073 SH   SOLE   1,254,073 0 0
BANK AMER CORP COM 060505104 62,909 3,696,163 SH   SOLE   3,696,163 0 0
BARD C R INC COM 067383109 4,302 25,200 SH   SOLE   25,200 0 0
BARCLAYS PLC ADR 06738E204 93 5,635 SH   SOLE   5,635 0 0
BARRETT BILL CORP COM 06846N104 856 99,600 SH   SOLE   99,600 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 69 9,200 SH   SOLE   9,200 0 0
BAXTER INTL INC COM 071813109 29,219 417,829 SH   SOLE   417,829 0 0
BB&T CORP COM 054937107 38,801 962,562 SH   SOLE   962,562 0 0
BECTON DICKINSON & CO COM 075887109 3,740 26,400 SH   SOLE   26,400 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 6,760 33 SH   SOLE   33 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39,591 290,877 SH   SOLE   290,877 0 0
BEST BUY INC COM 086516101 2,681 82,200 SH   SOLE   82,200 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 396 9,720 SH   SOLE   9,720 0 0
BIO-REFERENCE LABS INC COM $.01 NEW 09057G602 3,473 84,191 SH   SOLE   84,191 0 0
BIOGEN INC COM 09062X103 6,079 15,050 SH   SOLE   15,050 0 0
BIOMED REALTY TRUST INC COM 09063H107 2,477 128,100 SH   SOLE   128,100 0 0
BLACK BOX CORP DEL COM 091826107 395 19,760 SH   SOLE   19,760 0 0
BLACK HILLS CORP COM 092113109 668 15,300 SH   SOLE   15,300 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,005 98,000 SH   SOLE   98,000 0 0
BOEING CO COM 097023105 5,327 38,400 SH   SOLE   38,400 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,166 461,372 SH   SOLE   461,372 0 0
BP PLC SPONSORED ADR 055622104 43,087 1,078,258 SH   SOLE   1,078,258 0 0
BRADY CORP CL A 104674106 1,313 53,060 SH   SOLE   53,060 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,741 41,200 SH   SOLE   41,200 0 0
BROADCOM CORP CL A 111320107 2,956 57,400 SH   SOLE   57,400 0 0
BROWN & BROWN INC COM 115236101 230 7,000 SH   SOLE   7,000 0 0
BRYN MAWR BK CORP COM 117665109 919 30,456 SH   SOLE   30,456 0 0
BUCKLE INC COM 118440106 3,744 81,800 SH   SOLE   81,800 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 224 17,000 SH   SOLE   17,000 0 0
CABELAS INC COM 126804301 700 14,000 SH   SOLE   14,000 0 0
CACI INTL INC CL A 127190304 105 1,300 SH   SOLE   1,300 0 0
CALIFORNIA RES CORP COM 13057Q107 3,527 583,900 SH   SOLE   583,900 0 0
CALLAWAY GOLF CO COM 131193104 728 81,400 SH   SOLE   81,400 0 0
CAMBREX CORP COM 132011107 1,529 34,800 SH   SOLE   34,800 0 0
CANADIAN NAT RES LTD COM 136385101 2,848 104,862 SH   SOLE   104,862 0 0
CANTEL MEDICAL CORP COM 138098108 2,029 37,800 SH   SOLE   37,800 0 0
CAPELLA EDUCATION COMPANY COM 139594105 988 18,400 SH   SOLE   18,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 36,705 417,245 SH   SOLE   417,245 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 1,112 100,200 SH   SOLE   100,200 0 0
CARBO CERAMICS INC COM 140781105 8,663 208,102 SH   SOLE   208,102 0 0
CARDINAL HEALTH INC COM 14149Y108 1,305 15,600 SH   SOLE   15,600 0 0
CARDTRONICS INC COM 14161H108 1,237 33,400 SH   SOLE   33,400 0 0
CARNIVAL CORP PAIRED CTF 143658300 2,218 44,900 SH   SOLE   44,900 0 0
CARRIZO OIL & GAS INC COM 144577103 527 10,700 SH   SOLE   10,700 0 0
CASTLE A M & CO COM 148411101 209 33,900 SH   SOLE   33,900 0 0
CATERPILLAR INC DEL COM 149123101 3,469 40,900 SH   SOLE   40,900 0 0
CBRE GROUP INC CL A 12504L109 1,676 45,300 SH   SOLE   45,300 0 0
CBS CORP NEW CL B 124857202 483 8,700 SH   SOLE   8,700 0 0
CEMPRA INC COM 15130J109 4,092 119,100 SH   SOLE   119,100 0 0
CENTENE CORP DEL COM 15135B101 41,831 520,286 SH   SOLE   520,286 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,063 180,846 SH   SOLE   180,846 0 0
CENTURY ALUM CO COM 156431108 422 40,500 SH   SOLE   40,500 0 0
CENTURYLINK INC COM 156700106 817 27,800 SH   SOLE   27,800 0 0
CF INDS HLDGS INC COM 125269100 1,800 28,000 SH   SOLE   28,000 0 0
CHASE PACKAGING CORP TEX COM 161635107 0 10 SH   SOLE   10 0 0
CHEMED CORP NEW COM 16359R103 918 7,000 SH   SOLE   7,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 44,880 4,017,887 SH   SOLE   4,017,887 0 0
CHEVRON CORP NEW COM 166764100 74,710 774,439 SH   SOLE   774,439 0 0
CHURCH & DWIGHT INC COM 171340102 341 4,200 SH   SOLE   4,200 0 0
CIGNA CORPORATION COM 125509109 4,698 29,000 SH   SOLE   29,000 0 0
CIMAREX ENERGY CO COM 171798101 8,488 76,944 SH   SOLE   76,944 0 0
CIRRUS LOGIC INC COM 172755100 4,029 118,400 SH   SOLE   118,400 0 0
CISCO SYS INC COM 17275R102 43,312 1,577,278 SH   SOLE   1,577,278 0 0
CITIGROUP INC COM NEW 172967424 81,127 1,468,619 SH   SOLE   1,468,619 0 0
CITRIX SYS INC COM 177376100 596 8,500 SH   SOLE   8,500 0 0
CIVEO CORP CDA COM 17878Y108 546 177,700 SH   SOLE   177,700 0 0
COACH INC COM 189754104 17,832 515,239 SH   SOLE   515,239 0 0
COCA COLA CO COM 191216100 21,363 544,560 SH   SOLE   544,560 0 0
COLGATE PALMOLIVE CO COM 194162103 935 14,300 SH   SOLE   14,300 0 0
COLUMBIA BKG SYS INC COM 197236102 934 28,700 SH   SOLE   28,700 0 0
COMCAST CORP NEW CL A 20030N101 9,466 157,400 SH   SOLE   157,400 0 0
COMERICA INC COM 200340107 2,186 42,600 SH   SOLE   42,600 0 0
COMMERCIAL METALS CO COM 201723103 482 29,991 SH   SOLE   29,991 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 264 4,200 SH   SOLE   4,200 0 0
CONOCOPHILLIPS COM 20825C104 26,555 432,427 SH   SOLE   432,427 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,167 121,900 SH   SOLE   121,900 0 0
COOPER COS INC COM NEW 216648402 487 2,739 SH   SOLE   2,739 0 0
CORESITE RLTY CORP COM 21870Q105 2,090 45,997 SH   SOLE   45,997 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,301 99,800 SH   SOLE   99,800 0 0
COUSINS PPTYS INC COM 222795106 514 49,500 SH   SOLE   49,500 0 0
CRANE CO COM 224399105 1,445 24,600 SH   SOLE   24,600 0 0
CREE INC COM 225447101 5,529 212,400 SH   SOLE   212,400 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 1,347 106,200 SH   SOLE   106,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,902 73,500 SH   SOLE   73,500 0 0
CSG SYS INTL INC COM 126349109 573 18,100 SH   SOLE   18,100 0 0
CST BRANDS INC COM 12646R105 5,406 138,400 SH   SOLE   138,400 0 0
CSX CORP COM 126408103 17,558 537,749 SH   SOLE   537,749 0 0
CULLEN FROST BANKERS INC COM 229899109 3,214 40,900 SH   SOLE   40,900 0 0
CUMMINS INC COM 231021106 171 1,300 SH   SOLE   1,300 0 0
CURTISS WRIGHT CORP COM 231561101 666 9,200 SH   SOLE   9,200 0 0
CVB FINL CORP COM 126600105 1,205 68,400 SH   SOLE   68,400 0 0
CVS HEALTH CORP COM 126650100 9,617 91,700 SH   SOLE   91,700 0 0
CYBERONICS INC COM 23251P102 3,199 53,800 SH   SOLE   53,800 0 0
CYNOSURE INC CL A 232577205 2,512 65,100 SH   SOLE   65,100 0 0
D R HORTON INC COM 23331A109 506 18,500 SH   SOLE   18,500 0 0
DAKTRONICS INC COM 234264109 3,401 286,800 SH   SOLE   286,800 0 0
DARDEN RESTAURANTS INC COM 237194105 3,258 45,842 SH   SOLE   45,842 0 0
DECKERS OUTDOOR CORP COM 243537107 288 4,000 SH   SOLE   4,000 0 0
DEERE & CO COM 244199105 20,746 213,770 SH   SOLE   213,770 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,794 287,100 SH   SOLE   287,100 0 0
DEVON ENERGY CORP NEW COM 25179M103 51,225 861,064 SH   SOLE   861,064 0 0
DEVRY ED GROUP INC COM 251893103 1,557 51,920 SH   SOLE   51,920 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 949 74,100 SH   SOLE   74,100 0 0
DICKS SPORTING GOODS INC COM 253393102 7,719 149,099 SH   SOLE   149,099 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 16,565 532,980 SH   SOLE   532,980 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 10,562 317,560 SH   SOLE   317,560 0 0
DISNEY WALT CO COM DISNEY 254687106 2,446 21,426 SH   SOLE   21,426 0 0
DOMTAR CORP COM NEW 257559203 240 5,800 SH   SOLE   5,800 0 0
DOVER CORP COM 260003108 926 13,200 SH   SOLE   13,200 0 0
DOW CHEM CO COM 260543103 2,697 52,700 SH   SOLE   52,700 0 0
DSP GROUP INC COM 23332B106 62 6,000 SH   SOLE   6,000 0 0
DST SYS INC DEL COM 233326107 1,285 10,200 SH   SOLE   10,200 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 25,335 396,175 SH   SOLE   396,175 0 0
DUKE REALTY CORP COM NEW 264411505 1,168 62,900 SH   SOLE   62,900 0 0
E M C CORP MASS COM 268648102 24,624 933,080 SH   SOLE   933,080 0 0
EAST WEST BANCORP INC COM 27579R104 1,667 37,200 SH   SOLE   37,200 0 0
EASTMAN CHEM CO COM 277432100 3,927 48,000 SH   SOLE   48,000 0 0
EATON CORP PLC SHS G29183103 4,893 72,500 SH   SOLE   72,500 0 0
EATON VANCE CORP COM NON VTG 278265103 274 7,000 SH   SOLE   7,000 0 0
EBAY INC COM 278642103 41,987 697,000 SH   SOLE   697,000 0 0
ECOLAB INC COM 278865100 2,635 23,300 SH   SOLE   23,300 0 0
EDGEWELL PERS CARE CO COM 28035Q102 987 7,500 SH   SOLE   7,500 0 0
EDISON INTL COM 281020107 2,457 44,200 SH   SOLE   44,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,757 33,400 SH   SOLE   33,400 0 0
EL PASO ELEC CO COM NEW 283677854 298 8,600 SH   SOLE   8,600 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 708 21,500 SH   SOLE   21,500 0 0
EMERSON ELEC CO COM 291011104 8,648 156,025 SH   SOLE   156,025 0 0
ENGILITY HLDGS INC NEW COM 29286C107 1,912 76,000 SH   SOLE   76,000 0 0
ENSCO PLC SHS CLASS A G3157S106 13,043 585,666 SH   SOLE   585,666 0 0
ENSIGN GROUP INC COM 29358P101 1,654 32,400 SH   SOLE   32,400 0 0
ENTERGY CORP NEW COM 29364G103 2,587 36,700 SH   SOLE   36,700 0 0
EOG RES INC COM 26875P101 1,926 22,000 SH   SOLE   22,000 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 2,353 43,600 SH   SOLE   43,600 0 0
EVEREST RE GROUP LTD COM G3223R108 2,421 13,300 SH   SOLE   13,300 0 0
EXELON CORP COM 30161N101 23,754 756,020 SH   SOLE   756,020 0 0
EXPEDIA INC DEL COM NEW 30212P303 6,211 56,800 SH   SOLE   56,800 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,677 30,100 SH   SOLE   30,100 0 0
EXTRA SPACE STORAGE INC COM 30225T102 2,133 32,700 SH   SOLE   32,700 0 0
EXXON MOBIL CORP COM 30231G102 44,027 529,165 SH   SOLE   529,165 0 0
FAIR ISAAC CORP COM 303250104 5,311 58,500 SH   SOLE   58,500 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 769 6,000 SH   SOLE   6,000 0 0
FEDEX CORP COM 31428X106 2,232 13,100 SH   SOLE   13,100 0 0
FIFTH THIRD BANCORP COM 316773100 1,118 53,700 SH   SOLE   53,700 0 0
FINISH LINE INC CL A 317923100 2,704 97,200 SH   SOLE   97,200 0 0
FIREEYE INC COM 31816Q101 2,186 44,700 SH   SOLE   44,700 0 0
FIRST AMERN FINL CORP COM 31847R102 294 7,900 SH   SOLE   7,900 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 4,397 231,769 SH   SOLE   231,769 0 0
FIRSTENERGY CORP COM 337932107 3,193 98,096 SH   SOLE   98,096 0 0
FIRSTMERIT CORP COM 337915102 412 19,800 SH   SOLE   19,800 0 0
FLOTEK INDS INC DEL COM 343389102 4,711 376,000 SH   SOLE   376,000 0 0
FLOWSERVE CORP COM 34354P105 348 6,600 SH   SOLE   6,600 0 0
FLUOR CORP NEW COM 343412102 1,553 29,300 SH   SOLE   29,300 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 7,594 505,910 SH   SOLE   505,910 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,456 53,600 SH   SOLE   53,600 0 0
FOSSIL GROUP INC COM 34988V106 971 14,000 SH   SOLE   14,000 0 0
FRANCESCAS HLDGS CORP COM 351793104 4,697 348,700 SH   SOLE   348,700 0 0
FRANKLIN RES INC COM 354613101 5,433 110,800 SH   SOLE   110,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,128 60,600 SH   SOLE   60,600 0 0
FTI CONSULTING INC COM 302941109 3,355 81,360 SH   SOLE   81,360 0 0
FULTON FINL CORP PA COM 360271100 607 46,500 SH   SOLE   46,500 0 0
FUTUREFUEL CORPORATION COM 36116M106 192 14,900 SH   SOLE   14,900 0 0
GENERAL DYNAMICS CORP COM 369550108 5,902 41,655 SH   SOLE   41,655 0 0
GENERAL ELECTRIC CO COM 369604103 49,306 1,855,688 SH   SOLE   1,855,688 0 0
GENERAL MTRS CO COM 37045V100 2,430 72,900 SH   SOLE   72,900 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 2,234 113,213 SH   SOLE   113,213 0 0
GENESEE & WYO INC CL A 371559105 2,095 27,500 SH   SOLE   27,500 0 0
GENTEX CORP COM 371901109 1,908 116,200 SH   SOLE   116,200 0 0
GEO GROUP INC NEW COM 36162J106 1,042 30,500 SH   SOLE   30,500 0 0
GILEAD SCIENCES INC COM 375558103 113,626 970,503 SH   SOLE   970,503 0 0
GLACIER BANCORP INC NEW COM 37637Q105 1,568 53,300 SH   SOLE   53,300 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 684 16,426 SH   SOLE   16,426 0 0
GLOBAL PMTS INC COM 37940X102 6,269 60,600 SH   SOLE   60,600 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 34,123 163,430 SH   SOLE   163,430 0 0
GOOGLE INC CL C 38259P706 62,776 120,604 SH   SOLE   120,604 0 0
GOOGLE INC CL A 38259P508 49,399 91,472 SH   SOLE   91,472 0 0
GRAINGER W W INC COM 384802104 189 800 SH   SOLE   800 0 0
GREAT PLAINS ENERGY INC COM 391164100 114 4,700 SH   SOLE   4,700 0 0
GREEN PLAINS INC COM 393222104 3,036 110,200 SH   SOLE   110,200 0 0
GREENHILL & CO INC COM 395259104 4,563 110,400 SH   SOLE   110,400 0 0
GREIF INC CL A 397624107 61 1,700 SH   SOLE   1,700 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 4,405 48,500 SH   SOLE   48,500 0 0
GUESS INC COM 401617105 4,210 219,600 SH   SOLE   219,600 0 0
HALLIBURTON CO COM 406216101 27,787 645,156 SH   SOLE   645,156 0 0
HANOVER INS GROUP INC COM 410867105 318 4,300 SH   SOLE   4,300 0 0
HARLEY DAVIDSON INC COM 412822108 1,550 27,500 SH   SOLE   27,500 0 0
HARRIS CORP DEL COM 413875105 474 6,160 SH   SOLE   6,160 0 0
HARTE-HANKS INC COM 416196103 1,498 251,400 SH   SOLE   251,400 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 574 19,300 SH   SOLE   19,300 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 178 3,600 SH   SOLE   3,600 0 0
HCC INS HLDGS INC COM 404132102 2,082 27,100 SH   SOLE   27,100 0 0
HEALTH NET INC COM 42222G108 7,233 112,800 SH   SOLE   112,800 0 0
HEARTLAND PMT SYS INC COM 42235N108 6,518 120,600 SH   SOLE   120,600 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 1,800 69,014 SH   SOLE   69,014 0 0
HESS CORP COM 42809H107 9,523 142,394 SH   SOLE   142,394 0 0
HEWLETT PACKARD CO COM 428236103 2,668 88,900 SH   SOLE   88,900 0 0
HNI CORP COM 404251100 750 14,665 SH   SOLE   14,665 0 0
HOLLYFRONTIER CORP COM 436106108 7,727 181,000 SH   SOLE   181,000 0 0
HOLOGIC INC COM 436440101 754 19,800 SH   SOLE   19,800 0 0
HOME DEPOT INC COM 437076102 1,000 9,000 SH   SOLE   9,000 0 0
HONDA MOTOR LTD AMERN SHS 438128308 8,632 266,408 SH   SOLE   266,408 0 0
HONEYWELL INTL INC COM 438516106 8,025 78,700 SH   SOLE   78,700 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 611 21,200 SH   SOLE   21,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104 821 41,400 SH   SOLE   41,400 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 130 2,907 SH   SOLE   2,907 0 0
HUBBELL INC CL B 443510201 531 4,900 SH   SOLE   4,900 0 0
HUMANA INC COM 444859102 8,971 46,900 SH   SOLE   46,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 973 10,600 SH   SOLE   10,600 0 0
INFINITY PPTY & CAS CORP COM 45665Q103 963 12,700 SH   SOLE   12,700 0 0
INGERSOLL-RAND PLC SHS G47791101 1,537 22,800 SH   SOLE   22,800 0 0
INGRAM MICRO INC CL A 457153104 1,607 64,200 SH   SOLE   64,200 0 0
INGREDION INC COM 457187102 3,791 47,500 SH   SOLE   47,500 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,853 27,500 SH   SOLE   27,500 0 0
INTEL CORP COM 458140100 57,237 1,881,862 SH   SOLE   1,881,862 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,772 32,200 SH   SOLE   32,200 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 5,646 210,123 SH   SOLE   210,123 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 48,692 299,350 SH   SOLE   299,350 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 372 3,400 SH   SOLE   3,400 0 0
INTL PAPER CO COM 460146103 476 10,000 SH   SOLE   10,000 0 0
INVESCO LTD SHS G491BT108 1,151 30,700 SH   SOLE   30,700 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 961 38,759 SH   SOLE   38,759 0 0
ITT CORP NEW COM NEW 450911201 2,870 68,600 SH   SOLE   68,600 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 10,961 269,832 SH   SOLE   269,832 0 0
PENNEY J C INC COM 708160106 759 89,600 SH   SOLE   89,600 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 786 20,900 SH   SOLE   20,900 0 0
JOHNSON & JOHNSON COM 478160104 64,486 661,666 SH   SOLE   661,666 0 0
JOHNSON CTLS INC COM 478366107 2,764 55,800 SH   SOLE   55,800 0 0
JONES LANG LASALLE INC COM 48020Q107 1,642 9,600 SH   SOLE   9,600 0 0
JOY GLOBAL INC COM 481165108 315 8,700 SH   SOLE   8,700 0 0
JPMORGAN CHASE & CO COM 46625H100 108,671 1,603,758 SH   SOLE   1,603,758 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 629 6,900 SH   SOLE   6,900 0 0
KATE SPADE & CO COM 485865109 1,081 50,200 SH   SOLE   50,200 0 0
KB HOME COM 48666K109 28,242 1,701,299 SH   SOLE   1,701,299 0 0
KELLOGG CO COM 487836108 1,963 31,300 SH   SOLE   31,300 0 0
KENNAMETAL INC COM 489170100 3,016 88,400 SH   SOLE   88,400 0 0
KLA-TENCOR CORP COM 482480100 506 9,000 SH   SOLE   9,000 0 0
KOHLS CORP COM 500255104 20,563 328,425 SH   SOLE   328,425 0 0
KOPPERS HOLDINGS INC COM 50060P106 111 4,500 SH   SOLE   4,500 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 1,316 55,100 SH   SOLE   55,100 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 488 4,300 SH   SOLE   4,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,376 19,600 SH   SOLE   19,600 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 901 25,400 SH   SOLE   25,400 0 0
LENNAR CORP CL A 526057104 70,073 1,372,906 SH   SOLE   1,372,906 0 0
LHC GROUP INC COM 50187A107 907 23,700 SH   SOLE   23,700 0 0
LILLY ELI & CO COM 532457108 29,612 354,676 SH   SOLE   354,676 0 0
LINCOLN NATL CORP IND COM 534187109 15,245 257,427 SH   SOLE   257,427 0 0
LINEAR TECHNOLOGY CORP COM 535678106 7,592 171,641 SH   SOLE   171,641 0 0
LKQ CORP COM 501889208 925 30,600 SH   SOLE   30,600 0 0
LOCKHEED MARTIN CORP COM 539830109 3,530 18,990 SH   SOLE   18,990 0 0
LOUISIANA PAC CORP COM 546347105 2,439 143,200 SH   SOLE   143,200 0 0
LOWES COS INC COM 548661107 12,672 189,225 SH   SOLE   189,225 0 0
LULULEMON ATHLETICA INC COM 550021109 3,180 48,700 SH   SOLE   48,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16,130 155,818 SH   SOLE   155,818 0 0
M & T BK CORP COM 55261F104 800 6,400 SH   SOLE   6,400 0 0
M/I HOMES INC COM 55305B101 920 37,300 SH   SOLE   37,300 0 0
MACK CALI RLTY CORP COM 554489104 407 22,100 SH   SOLE   22,100 0 0
MANTECH INTL CORP CL A 564563104 4,201 144,850 SH   SOLE   144,850 0 0
MARATHON OIL CORP COM 565849106 42,823 1,613,540 SH   SOLE   1,613,540 0 0
MARCUS CORP COM 566330106 21 1,100 SH   SOLE   1,100 0 0
MASCO CORP COM 574599106 22,418 840,567 SH   SOLE   840,567 0 0
MASTERCARD INC CL A 57636Q104 5,622 60,136 SH   SOLE   60,136 0 0
MCDONALDS CORP COM 580135101 46,968 494,040 SH   SOLE   494,040 0 0
MDU RES GROUP INC COM 552690109 484 24,800 SH   SOLE   24,800 0 0
MEDNAX INC COM 58502B106 3,098 41,800 SH   SOLE   41,800 0 0
MEDTRONIC PLC SHS G5960L103 42,565 574,431 SH   SOLE   574,431 0 0
MENTOR GRAPHICS CORP COM 587200106 657 24,864 SH   SOLE   24,864 0 0
MERCK & CO INC NEW COM 58933Y105 12,319 216,395 SH   SOLE   216,395 0 0
MERCURY GENL CORP NEW COM 589400100 67 1,207 SH   SOLE   1,207 0 0
MERITAGE HOMES CORP COM 59001A102 50,802 1,078,832 SH   SOLE   1,078,832 0 0
METLIFE INC COM 59156R108 62,954 1,124,376 SH   SOLE   1,124,376 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 4,022 95,558 SH   SOLE   95,558 0 0
MICROSOFT CORP COM 594918104 130,702 2,960,398 SH   SOLE   2,960,398 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 3,898 170,879 SH   SOLE   170,879 0 0
MONDELEZ INTL INC CL A 609207105 9,273 225,398 SH   SOLE   225,398 0 0
MORGAN STANLEY COM NEW 617446448 19,813 510,776 SH   SOLE   510,776 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 579 10,100 SH   SOLE   10,100 0 0
MOVADO GROUP INC COM 624580106 443 16,300 SH   SOLE   16,300 0 0
NASDAQ OMX GROUP INC COM 631103108 2,026 41,500 SH   SOLE   41,500 0 0
NATIONAL PRESTO INDS INC COM 637215104 4,024 50,100 SH   SOLE   50,100 0 0
NATIONAL OILWELL VARCO INC COM 637071101 15,782 326,875 SH   SOLE   326,875 0 0
NAVIGANT CONSULTING INC COM 63935N107 763 51,325 SH   SOLE   51,325 0 0
NCR CORP NEW COM 62886E108 876 29,100 SH   SOLE   29,100 0 0
NESTLE S A SPONSORED ADR 641069406 612 8,486 SH   SOLE   8,486 0 0
NETAPP INC COM 64110D104 486 15,400 SH   SOLE   15,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 2,489 135,400 SH   SOLE   135,400 0 0
NEWFIELD EXPL CO COM 651290108 1,260 34,895 SH   SOLE   34,895 0 0
NEWMARKET CORP COM 651587107 355 800 SH   SOLE   800 0 0
NOBLE CORP PLC SHS USD G65431101 1,014 65,900 SH   SOLE   65,900 0 0
NOBLE ENERGY INC COM 655044105 7,546 176,800 SH   SOLE   176,800 0 0
NORDSTROM INC COM 655664100 648 8,700 SH   SOLE   8,700 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,791 43,400 SH   SOLE   43,400 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 3,417 504,700 SH   SOLE   504,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,142 13,500 SH   SOLE   13,500 0 0
NUCOR CORP COM 670346105 13,811 313,389 SH   SOLE   313,389 0 0
NVR INC COM 62944T105 22,804 17,018 SH   SOLE   17,018 0 0
OASIS PETE INC NEW COM 674215108 19,096 1,204,764 SH   SOLE   1,204,764 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 366 4,700 SH   SOLE   4,700 0 0
OGE ENERGY CORP COM 670837103 840 29,400 SH   SOLE   29,400 0 0
OLD NATL BANCORP IND COM 680033107 772 53,400 SH   SOLE   53,400 0 0
OLYMPIC STEEL INC COM 68162K106 755 43,296 SH   SOLE   43,296 0 0
OM GROUP INC COM 670872100 786 23,400 SH   SOLE   23,400 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 498 14,500 SH   SOLE   14,500 0 0
ORACLE CORP COM 68389X105 58,785 1,458,688 SH   SOLE   1,458,688 0 0
ORBITAL ATK INC COM 68557N103 2,626 35,800 SH   SOLE   35,800 0 0
ORION MARINE GROUP INC COM 68628V308 2,371 328,386 SH   SOLE   328,386 0 0
OSHKOSH CORP COM 688239201 3,738 88,200 SH   SOLE   88,200 0 0
OWENS & MINOR INC NEW COM 690732102 1,261 37,100 SH   SOLE   37,100 0 0
OWENS ILL INC COM NEW 690768403 2,131 92,900 SH   SOLE   92,900 0 0
PACCAR INC COM 693718108 2,630 41,220 SH   SOLE   41,220 0 0
PACWEST BANCORP DEL COM 695263103 879 18,800 SH   SOLE   18,800 0 0
PANERA BREAD CO CL A 69840W108 2,447 14,000 SH   SOLE   14,000 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 19 17,033 SH   SOLE   17,033 0 0
PARKER HANNIFIN CORP COM 701094104 3,874 33,300 SH   SOLE   33,300 0 0
PATTERSON UTI ENERGY INC COM 703481101 760 40,400 SH   SOLE   40,400 0 0
PAYCHEX INC COM 704326107 10,698 228,208 SH   SOLE   228,208 0 0
PDC ENERGY INC COM 69327R101 333 6,200 SH   SOLE   6,200 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 1,041 48,800 SH   SOLE   48,800 0 0
PEPSICO INC COM 713448108 68,673 735,734 SH   SOLE   735,734 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 377 46,200 SH   SOLE   46,200 0 0
PFIZER INC COM 717081103 99,576 2,969,754 SH   SOLE   2,969,754 0 0
PG&E CORP COM 69331C108 93 1,900 SH   SOLE   1,900 0 0
PHILIP MORRIS INTL INC COM 718172109 53,824 671,378 SH   SOLE   671,378 0 0
PLUM CREEK TIMBER CO INC COM 729251108 560 13,800 SH   SOLE   13,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 6,871 71,840 SH   SOLE   71,840 0 0
PNM RES INC COM 69349H107 630 25,600 SH   SOLE   25,600 0 0
POLYCOM INC COM 73172K104 999 87,300 SH   SOLE   87,300 0 0
POOL CORPORATION COM 73278L105 1,698 24,200 SH   SOLE   24,200 0 0
POST PPTYS INC COM 737464107 2,419 44,500 SH   SOLE   44,500 0 0
PPG INDS INC COM 693506107 1,721 15,000 SH   SOLE   15,000 0 0
PPL CORP COM 69351T106 9,896 335,810 SH   SOLE   335,810 0 0
PRAXAIR INC COM 74005P104 1,554 13,000 SH   SOLE   13,000 0 0
PRECISION CASTPARTS CORP COM 740189105 3,678 18,400 SH   SOLE   18,400 0 0
PRICELINE GRP INC COM NEW 741503403 12,216 10,610 SH   SOLE   10,610 0 0
PRIVATEBANCORP INC COM 742962103 1,676 42,100 SH   SOLE   42,100 0 0
PROCTER & GAMBLE CO COM 742718109 43,960 561,863 SH   SOLE   561,863 0 0
PROGRESSIVE CORP OHIO COM 743315103 584 21,000 SH   SOLE   21,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,504 147,284 SH   SOLE   147,284 0 0
PRUDENTIAL FINL INC COM 744320102 4,910 56,100 SH   SOLE   56,100 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,395 33,200 SH   SOLE   33,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 369 9,400 SH   SOLE   9,400 0 0
PVH CORP COM 693656100 4,389 38,100 SH   SOLE   38,100 0 0
QEP RES INC COM 74733V100 289 15,600 SH   SOLE   15,600 0 0
QORVO INC COM 74736K101 435 5,416 SH   SOLE   5,416 0 0
QUALCOMM INC COM 747525103 36,807 587,685 SH   SOLE   587,685 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,936 26,700 SH   SOLE   26,700 0 0
QUESTAR CORP COM 748356102 500 23,900 SH   SOLE   23,900 0 0
RACKSPACE HOSTING INC COM 750086100 2,685 72,200 SH   SOLE   72,200 0 0
RALPH LAUREN CORP CL A 751212101 794 6,000 SH   SOLE   6,000 0 0
RAYTHEON CO COM NEW 755111507 5,137 53,690 SH   SOLE   53,690 0 0
REALTY INCOME CORP COM 756109104 630 14,200 SH   SOLE   14,200 0 0
REGAL BELOIT CORP COM 758750103 174 2,400 SH   SOLE   2,400 0 0
REGENCY CTRS CORP COM 758849103 354 6,000 SH   SOLE   6,000 0 0
REGULUS THERAPEUTICS INC COM 75915K101 2,634 240,330 SH   SOLE   240,330 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 8,766 92,400 SH   SOLE   92,400 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 18,039 298,260 SH   SOLE   298,260 0 0
RENT A CTR INC NEW COM 76009N100 737 26,000 SH   SOLE   26,000 0 0
REPLIGEN CORP COM 759916109 3,120 75,600 SH   SOLE   75,600 0 0
RESMED INC COM 761152107 564 10,000 SH   SOLE   10,000 0 0
RESOURCES CONNECTION INC COM 76122Q105 1,023 63,575 SH   SOLE   63,575 0 0
REX AMERICAN RESOURCES CORP COM 761624105 3,765 59,159 SH   SOLE   59,159 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 408 15,800 SH   SOLE   15,800 0 0
WESTROCK CO COM 772739207 126 2,100 SH   SOLE   2,100 0 0
ROCKWELL COLLINS INC COM 774341101 3,094 33,500 SH   SOLE   33,500 0 0
ROSETTA RESOURCES INC COM 777779307 51 2,200 SH   SOLE   2,200 0 0
ROVI CORP COM 779376102 4,692 294,200 SH   SOLE   294,200 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 361 6,300 SH   SOLE   6,300 0 0
RPM INTL INC COM 749685103 568 11,600 SH   SOLE   11,600 0 0
RYLAND GROUP INC COM 783764103 3,144 67,800 SH   SOLE   67,800 0 0
SANDISK CORP COM 80004C101 582 10,000 SH   SOLE   10,000 0 0
SANOFI SPONSORED ADR 80105N105 1,354 27,327 SH   SOLE   27,327 0 0
SCHLUMBERGER LTD COM 806857108 32,308 374,848 SH   SOLE   374,848 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,952 83,200 SH   SOLE   83,200 0 0
SEATTLE GENETICS INC COM 812578102 4,006 82,760 SH   SOLE   82,760 0 0
SELECT COMFORT CORP COM 81616X103 1,810 60,200 SH   SOLE   60,200 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 198 2,900 SH   SOLE   2,900 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,186 8,100 SH   SOLE   8,100 0 0
SM ENERGY CO COM 78454L100 3,127 67,800 SH   SOLE   67,800 0 0
SOLARWINDS INC COM 83416B109 807 17,500 SH   SOLE   17,500 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 777 32,600 SH   SOLE   32,600 0 0
SONIC CORP COM 835451105 193 6,700 SH   SOLE   6,700 0 0
SOTHEBYS COM 835898107 551 12,183 SH   SOLE   12,183 0 0
SOUTH32 LTD SPONSORED ADR 84473L105 26 3,888 SH   SOLE   3,888 0 0
SOUTHERN CO COM 842587107 310 7,410 SH   SOLE   7,410 0 0
SOUTHWESTERN ENERGY CO COM 845467109 937 41,237 SH   SOLE   41,237 0 0
SPARTANNASH CO COM 847215100 4,432 136,200 SH   SOLE   136,200 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 410 59,900 SH   SOLE   59,900 0 0
SPOK HLDGS INC COM 84863T106 199 11,800 SH   SOLE   11,800 0 0
ST JUDE MED INC COM 790849103 2,601 35,600 SH   SOLE   35,600 0 0
STAMPS COM INC COM NEW 852857200 296 4,020 SH   SOLE   4,020 0 0
STANDARD PAC CORP NEW COM 85375C101 143 16,000 SH   SOLE   16,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,073 38,700 SH   SOLE   38,700 0 0
STAPLES INC COM 855030102 23,344 1,524,773 SH   SOLE   1,524,773 0 0
STATE STR CORP COM 857477103 493 6,400 SH   SOLE   6,400 0 0
STEEL DYNAMICS INC COM 858119100 5,239 252,900 SH   SOLE   252,900 0 0
STERLING BANCORP DEL COM 85917A100 3,163 215,200 SH   SOLE   215,200 0 0
STRAYER ED INC COM 863236105 69 1,600 SH   SOLE   1,600 0 0
STRYKER CORP COM 863667101 478 5,000 SH   SOLE   5,000 0 0
SUNCOKE ENERGY INC COM 86722A103 226 17,400 SH   SOLE   17,400 0 0
SUNCOR ENERGY INC NEW COM B3NB0P5 18,616 676,445 SH   SOLE   676,445 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,137 149,100 SH   SOLE   149,100 0 0
SUPERIOR INDS INTL INC COM 868168105 531 28,991 SH   SOLE   28,991 0 0
SURMODICS INC COM 868873100 1,771 75,600 SH   SOLE   75,600 0 0
SYMANTEC CORP COM 871503108 518 22,300 SH   SOLE   22,300 0 0
SYNAPTICS INC COM 87157D109 2,038 23,500 SH   SOLE   23,500 0 0
SYNOPSYS INC COM 871607107 1,844 36,400 SH   SOLE   36,400 0 0
SYSCO CORP COM 871829107 24,284 672,692 SH   SOLE   672,692 0 0
TALEN ENERGY CORP COM 87422J105 548 31,913 SH   SOLE   31,913 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 1,262 39,800 SH   SOLE   39,800 0 0
TARGET CORP COM 87612E106 74,468 912,263 SH   SOLE   912,263 0 0
TAUBMAN CTRS INC COM 876664103 334 4,800 SH   SOLE   4,800 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 1,665 81,765 SH   SOLE   81,765 0 0
TCF FINL CORP COM 872275102 3,857 232,200 SH   SOLE   232,200 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,704 26,500 SH   SOLE   26,500 0 0
TECO ENERGY INC COM 872375100 862 48,800 SH   SOLE   48,800 0 0
TELEFLEX INC COM 879369106 2,452 18,100 SH   SOLE   18,100 0 0
TEMPUR SEALY INTL INC COM 88023U101 290 4,400 SH   SOLE   4,400 0 0
TEREX CORP NEW COM 880779103 3,918 168,500 SH   SOLE   168,500 0 0
TETRA TECH INC NEW COM 88162G103 4,784 186,600 SH   SOLE   186,600 0 0
TEXAS INSTRS INC COM 882508104 35,632 691,750 SH   SOLE   691,750 0 0
TEXTRON INC COM 883203101 2,495 55,900 SH   SOLE   55,900 0 0
THOR INDS INC COM 885160101 5,478 97,340 SH   SOLE   97,340 0 0
TIDEWATER INC COM 886423102 482 21,200 SH   SOLE   21,200 0 0
TIFFANY & CO NEW COM 886547108 1,533 16,700 SH   SOLE   16,700 0 0
TIME INC NEW COM 887228104 832 36,175 SH   SOLE   36,175 0 0
TIME WARNER CABLE INC COM 88732J207 2,209 12,400 SH   SOLE   12,400 0 0
TIME WARNER INC COM NEW 887317303 7,998 91,500 SH   SOLE   91,500 0 0
TIMKEN CO COM 887389104 574 15,700 SH   SOLE   15,700 0 0
TIMKENSTEEL CORP COM 887399103 100 3,700 SH   SOLE   3,700 0 0
TITAN INTL INC ILL COM 88830M102 1,920 178,800 SH   SOLE   178,800 0 0
TOLL BROTHERS INC COM 889478103 42,826 1,121,389 SH   SOLE   1,121,389 0 0
TOWERS WATSON & CO CL A 891894107 818 6,500 SH   SOLE   6,500 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 554 4,140 SH   SOLE   4,140 0 0
TRANSOCEAN LTD REG SHS H8817H100 704 43,700 SH   SOLE   43,700 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,136 22,100 SH   SOLE   22,100 0 0
TRIMBLE NAVIGATION LTD COM 896239100 2,498 106,500 SH   SOLE   106,500 0 0
TRINITY INDS INC COM 896522109 3,359 127,100 SH   SOLE   127,100 0 0
UGI CORP NEW COM 902681105 2,020 58,650 SH   SOLE   58,650 0 0
UIL HLDG CORP COM 902748102 518 11,300 SH   SOLE   11,300 0 0
UNILEVER N V N Y SHS NEW 904784709 1,151 27,520 SH   SOLE   27,520 0 0
UNION PAC CORP COM 907818108 42,498 445,610 SH   SOLE   445,610 0 0
UNITED CONTL HLDGS INC COM 910047109 3,149 59,400 SH   SOLE   59,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 26,201 270,369 SH   SOLE   270,369 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,121 100,250 SH   SOLE   100,250 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 5,010 28,800 SH   SOLE   28,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 111,360 912,784 SH   SOLE   912,784 0 0
UNIVERSAL FST PRODS INC COM 913543104 682 13,100 SH   SOLE   13,100 0 0
UNIVERSAL CORP VA COM 913456109 4,540 79,200 SH   SOLE   79,200 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 37 4,300 SH   SOLE   4,300 0 0
UNUM GROUP COM 91529Y106 4,794 134,100 SH   SOLE   134,100 0 0
URBAN OUTFITTERS INC COM 917047102 5,489 156,819 SH   SOLE   156,819 0 0
US BANCORP DEL COM NEW 902973304 78,989 1,820,033 SH   SOLE   1,820,033 0 0
VALLEY NATL BANCORP COM 919794107 4,505 437,000 SH   SOLE   437,000 0 0
VALSPAR CORP COM 920355104 589 7,200 SH   SOLE   7,200 0 0
VCA INC COM 918194101 2,095 38,500 SH   SOLE   38,500 0 0
VECTREN CORP COM 92240G101 423 11,000 SH   SOLE   11,000 0 0
VECTRUS INC COM 92242T101 121 4,877 SH   SOLE   4,877 0 0
VEECO INSTRS INC DEL COM 922417100 2,064 71,800 SH   SOLE   71,800 0 0
VERIFONE SYS INC COM 92342Y109 5,651 166,400 SH   SOLE   166,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 37,950 814,212 SH   SOLE   814,212 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 53,021 1,297,000 SH   SOLE   1,297,000 0 0
VIACOM INC NEW CL B 92553P201 26,300 406,872 SH   SOLE   406,872 0 0
VISA INC COM CL A 92826C839 12,107 180,300 SH   SOLE   180,300 0 0
VISTA OUTDOOR INC COM 928377100 1,060 23,600 SH   SOLE   23,600 0 0
WADDELL & REED FINL INC CL A 930059100 7,215 152,500 SH   SOLE   152,500 0 0
WAL-MART STORES INC COM 931142103 89,131 1,256,611 SH   SOLE   1,256,611 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,856 69,350 SH   SOLE   69,350 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 5,336 62,900 SH   SOLE   62,900 0 0
WELLS FARGO & CO NEW COM 949746101 105,973 1,884,293 SH   SOLE   1,884,293 0 0
WESTAMERICA BANCORPORATION COM 957090103 785 15,500 SH   SOLE   15,500 0 0
WESTERN DIGITAL CORP COM 958102105 784 10,000 SH   SOLE   10,000 0 0
WESTERN UN CO COM 959802109 17,308 851,364 SH   SOLE   851,364 0 0
WEX INC COM 96208T104 752 6,600 SH   SOLE   6,600 0 0
WHITING PETE CORP NEW COM 966387102 5,507 163,896 SH   SOLE   163,896 0 0
WINNEBAGO INDS INC COM 974637100 4,501 190,800 SH   SOLE   190,800 0 0
XCEL ENERGY INC COM 98389B100 348 10,800 SH   SOLE   10,800 0 0
XILINX INC COM 983919101 2,822 63,900 SH   SOLE   63,900 0 0
YUM BRANDS INC COM 988498101 4,243 47,100 SH   SOLE   47,100 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,949 27,000 SH   SOLE   27,000 0 0
ZOETIS INC CL A 98978V103 3,924 81,386 SH   SOLE   81,386 0 0