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 22,355 660,617 SH   SOLE   660,617 0 0
3-D SYS CORP DEL COM NEW 88554D205 313 11,400 SH   SOLE   11,400 0 0
3M CO COM 88579Y101 13,325 80,780 SH   SOLE   80,780 0 0
AAR CORP COM 000361105 1,133 36,900 SH   SOLE   36,900 0 0
ABBOTT LABS COM 002824100 3,989 86,100 SH   SOLE   86,100 0 0
ABBVIE INC COM 00287Y109 2,418 41,300 SH   SOLE   41,300 0 0
ABERCROMBIE & FITCH CO CL A 002896207 4,496 204,000 SH   SOLE   204,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,932 31,300 SH   SOLE   31,300 0 0
ACE LTD SHS H0023R105 7,046 63,200 SH   SOLE   63,200 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 7,208 731,000 SH   SOLE   731,000 0 0
ADOBE SYS INC COM 00724F101 1,131 15,300 SH   SOLE   15,300 0 0
AECOM COM 00766T100 4,709 152,800 SH   SOLE   152,800 0 0
AEROPOSTALE COM 007865108 314 90,475 SH   SOLE   90,475 0 0
AEROVIRONMENT INC COM 008073108 700 26,400 SH   SOLE   26,400 0 0
AES CORP COM 00130H105 1,491 116,000 SH   SOLE   116,000 0 0
AETNA INC NEW COM 00817Y108 33,582 315,231 SH   SOLE   315,231 0 0
AFLAC INC COM 001055102 5,678 88,700 SH   SOLE   88,700 0 0
AGCO CORP COM 001084102 1,601 33,600 SH   SOLE   33,600 0 0
AGRIUM INC COM 008916108 8,263 79,247 SH   SOLE   79,247 0 0
AIR METHODS CORP COM PAR $.06 009128307 1,519 32,600 SH   SOLE   32,600 0 0
AIR PRODS & CHEMS INC COM 009158106 4,743 31,355 SH   SOLE   31,355 0 0
AIRGAS INC COM 009363102 637 6,000 SH   SOLE   6,000 0 0
ALASKA AIR GROUP INC COM 011659109 2,588 39,100 SH   SOLE   39,100 0 0
ALBEMARLE CORP COM 012653101 1,633 30,900 SH   SOLE   30,900 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,732 32,200 SH   SOLE   32,200 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,855 13,011 SH   SOLE   13,011 0 0
ALLSTATE CORP COM 020002101 1,438 20,200 SH   SOLE   20,200 0 0
ALMOST FAMILY INC COM 020409108 1,189 26,585 SH   SOLE   26,585 0 0
ALTERA CORP COM 021441100 3,205 74,700 SH   SOLE   74,700 0 0
AMERICAN WOODMARK CORP COM 030506109 1,144 20,907 SH   SOLE   20,907 0 0
AMAZON COM INC COM 023135106 1,302 3,500 SH   SOLE   3,500 0 0
AMC NETWORKS INC CL A 00164V103 12,922 168,600 SH   SOLE   168,600 0 0
AMEDISYS INC COM 023436108 1,438 53,700 SH   SOLE   53,700 0 0
AMERICAN ELEC PWR INC COM 025537101 653 11,600 SH   SOLE   11,600 0 0
AMERICAN EXPRESS CO COM 025816109 1,039 13,300 SH   SOLE   13,300 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 42,649 778,400 SH   SOLE   778,400 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,774 135,600 SH   SOLE   135,600 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 1,912 44,600 SH   SOLE   44,600 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 7,100 415,700 SH   SOLE   415,700 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 237 3,700 SH   SOLE   3,700 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 189 6,300 SH   SOLE   6,300 0 0
AMERICAN SCIENCE & ENGR INC COM 029429107 142 2,900 SH   SOLE   2,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,675 70,900 SH   SOLE   70,900 0 0
AMGEN INC COM 031162100 8,008 50,100 SH   SOLE   50,100 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,303 56,500 SH   SOLE   56,500 0 0
AMPHENOL CORP NEW CL A 032095101 884 15,000 SH   SOLE   15,000 0 0
ANADARKO PETE CORP COM 032511107 2,849 34,400 SH   SOLE   34,400 0 0
ANALOG DEVICES INC COM 032654105 1,783 28,300 SH   SOLE   28,300 0 0
ANDERSONS INC COM 034164103 4,621 111,700 SH   SOLE   111,700 0 0
ANTHEM INC COM 036752103 47,919 310,336 SH   SOLE   310,336 0 0
APACHE CORP COM 037411105 59,244 981,995 SH   SOLE   981,995 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 571 14,500 SH   SOLE   14,500 0 0
APPLE INC COM 037833100 117,763 946,417 SH   SOLE   946,417 0 0
APPLIED MATLS INC COM 038222105 602 26,700 SH   SOLE   26,700 0 0
AQUA AMERICA INC COM 03836W103 195 7,400 SH   SOLE   7,400 0 0
ARROW ELECTRS INC COM 042735100 4,134 67,600 SH   SOLE   67,600 0 0
ASCENA RETAIL GROUP INC COM 04351G101 1,104 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 2,489 52,700 SH   SOLE   52,700 0 0
ASSOCIATED BANC CORP COM 045487105 1,988 106,900 SH   SOLE   106,900 0 0
ASTORIA FINL CORP COM 046265104 259 20,000 SH   SOLE   20,000 0 0
AT&T INC COM 00206R102 31,395 961,556 SH   SOLE   961,556 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,906 44,300 SH   SOLE   44,300 0 0
ATMOS ENERGY CORP COM 049560105 962 17,400 SH   SOLE   17,400 0 0
ATWOOD OCEANICS INC COM 050095108 4,807 171,000 SH   SOLE   171,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,497 64,190 SH   SOLE   64,190 0 0
AUTODESK INC COM 052769106 586 10,000 SH   SOLE   10,000 0 0
AVISTA CORP COM 05379B107 451 13,200 SH   SOLE   13,200 0 0
AVNET INC COM 053807103 2,501 56,200 SH   SOLE   56,200 0 0
AVON PRODS INC COM 054303102 4,000 500,600 SH   SOLE   500,600 0 0
AZZ INC COM 002474104 149 3,200 SH   SOLE   3,200 0 0
BAKER HUGHES INC COM 057224107 1,344 21,145 SH   SOLE   21,145 0 0
BANK HAWAII CORP COM 062540109 1,469 24,000 SH   SOLE   24,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 57,582 1,430,953 SH   SOLE   1,430,953 0 0
BANK AMER CORP COM 060505104 58,138 3,777,663 SH   SOLE   3,777,663 0 0
BARD C R INC COM 067383109 4,217 25,200 SH   SOLE   25,200 0 0
BARCLAYS PLC ADR 06738E204 82 5,635 SH   SOLE   5,635 0 0
BARRETT BILL CORP COM 06846N104 827 99,600 SH   SOLE   99,600 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 199 28,700 SH   SOLE   28,700 0 0
BAXTER INTL INC COM 071813109 22,787 332,650 SH   SOLE   332,650 0 0
BB&T CORP COM 054937107 39,350 1,009,222 SH   SOLE   1,009,222 0 0
BECTON DICKINSON & CO COM 075887109 3,317 23,100 SH   SOLE   23,100 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 7,178 33 SH   SOLE   33 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 38,764 268,597 SH   SOLE   268,597 0 0
BEST BUY INC COM 086516101 3,514 93,000 SH   SOLE   93,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 452 9,720 SH   SOLE   9,720 0 0
BIO-REFERENCE LABS INC COM $.01 NEW 09057G602 2,967 84,191 SH   SOLE   84,191 0 0
BIOGEN INC COM 09062X103 7,833 18,550 SH   SOLE   18,550 0 0
BIOMED REALTY TRUST INC COM 09063H107 2,903 128,100 SH   SOLE   128,100 0 0
BLACK BOX CORP DEL COM 091826107 414 19,760 SH   SOLE   19,760 0 0
BLACK HILLS CORP COM 092113109 772 15,300 SH   SOLE   15,300 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 3,811 98,000 SH   SOLE   98,000 0 0
BOEING CO COM 097023105 6,528 43,500 SH   SOLE   43,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 25,915 1,460,014 SH   SOLE   1,460,014 0 0
BP PLC SPONSORED ADR 055622104 45,987 1,175,848 SH   SOLE   1,175,848 0 0
BRADY CORP CL A 104674106 1,501 53,060 SH   SOLE   53,060 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,754 42,700 SH   SOLE   42,700 0 0
BROADCOM CORP CL A 111320107 2,745 63,400 SH   SOLE   63,400 0 0
BROWN & BROWN INC COM 115236101 232 7,000 SH   SOLE   7,000 0 0
BRYN MAWR BK CORP COM 117665109 829 27,275 SH   SOLE   27,275 0 0
BUCKLE INC COM 118440106 4,179 81,800 SH   SOLE   81,800 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 727 65,300 SH   SOLE   65,300 0 0
CABELAS INC COM 126804301 784 14,000 SH   SOLE   14,000 0 0
CABOT OIL & GAS CORP COM 127097103 487 16,500 SH   SOLE   16,500 0 0
CACI INTL INC CL A 127190304 117 1,300 SH   SOLE   1,300 0 0
CALIFORNIA RES CORP COM 13057Q107 3,667 481,900 SH   SOLE   481,900 0 0
CALLAWAY GOLF CO COM 131193104 776 81,400 SH   SOLE   81,400 0 0
CAMBREX CORP COM 132011107 1,379 34,800 SH   SOLE   34,800 0 0
CANADIAN NAT RES LTD COM 136385101 3,375 109,892 SH   SOLE   109,892 0 0
CANON INC SPONSORED ADR 138006309 364 10,300 SH   SOLE   10,300 0 0
CANTEL MEDICAL CORP COM 138098108 1,796 37,800 SH   SOLE   37,800 0 0
CAPELLA EDUCATION COMPANY COM 139594105 1,194 18,400 SH   SOLE   18,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 37,260 472,725 SH   SOLE   472,725 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 1,179 100,200 SH   SOLE   100,200 0 0
CARBO CERAMICS INC COM 140781105 6,676 218,802 SH   SOLE   218,802 0 0
CARDINAL HEALTH INC COM 14149Y108 1,408 15,600 SH   SOLE   15,600 0 0
CARDTRONICS INC COM 14161H108 1,109 29,500 SH   SOLE   29,500 0 0
CARNIVAL CORP PAIRED CTF 143658300 2,148 44,900 SH   SOLE   44,900 0 0
CARRIZO OIL & GAS INC COM 144577103 531 10,700 SH   SOLE   10,700 0 0
CASTLE A M & CO COM 148411101 124 33,900 SH   SOLE   33,900 0 0
CATERPILLAR INC DEL COM 149123101 3,513 43,900 SH   SOLE   43,900 0 0
CBRE GROUP INC CL A 12504L109 1,754 45,300 SH   SOLE   45,300 0 0
CBS CORP NEW CL B 124857202 527 8,700 SH   SOLE   8,700 0 0
CDK GLOBAL INC COM 12508E101 374 8,000 SH   SOLE   8,000 0 0
CEMPRA INC COM 15130J109 4,086 119,100 SH   SOLE   119,100 0 0
CENTENE CORP DEL COM 15135B101 40,513 573,106 SH   SOLE   573,106 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,185 205,706 SH   SOLE   205,706 0 0
CENTURY ALUM CO COM 156431108 559 40,500 SH   SOLE   40,500 0 0
CENTURYLINK INC COM 156700106 960 27,800 SH   SOLE   27,800 0 0
CF INDS HLDGS INC COM 125269100 13,605 47,960 SH   SOLE   47,960 0 0
CHASE PACKAGING CORP TEX COM 161635107 0 10 SH   SOLE   10 0 0
CHEMED CORP NEW COM 16359R103 836 7,000 SH   SOLE   7,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 50,741 3,583,417 SH   SOLE   3,583,417 0 0
CHEVRON CORP NEW COM 166764100 80,115 763,149 SH   SOLE   763,149 0 0
CHURCH & DWIGHT INC COM 171340102 359 4,200 SH   SOLE   4,200 0 0
CIGNA CORPORATION COM 125509109 4,375 33,800 SH   SOLE   33,800 0 0
CIMAREX ENERGY CO COM 171798101 9,592 83,344 SH   SOLE   83,344 0 0
CIRRUS LOGIC INC COM 172755100 3,938 118,400 SH   SOLE   118,400 0 0
CISCO SYS INC COM 17275R102 61,912 2,249,298 SH   SOLE   2,249,298 0 0
CITIGROUP INC COM NEW 172967424 74,197 1,440,159 SH   SOLE   1,440,159 0 0
CITRIX SYS INC COM 177376100 543 8,500 SH   SOLE   8,500 0 0
CIVEO CORP COM 178787107 241 94,900 SH   SOLE   94,900 0 0
COACH INC COM 189754104 26,011 627,829 SH   SOLE   627,829 0 0
COCA COLA CO COM 191216100 22,475 554,250 SH   SOLE   554,250 0 0
COLGATE PALMOLIVE CO COM 194162103 1,338 19,300 SH   SOLE   19,300 0 0
COLUMBIA BKG SYS INC COM 197236102 898 31,000 SH   SOLE   31,000 0 0
COMCAST CORP NEW CL A 20030N101 9,702 171,800 SH   SOLE   171,800 0 0
COMERICA INC COM 200340107 2,505 55,500 SH   SOLE   55,500 0 0
COMMERCIAL METALS CO COM 201723103 486 29,991 SH   SOLE   29,991 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 220 4,200 SH   SOLE   4,200 0 0
CONOCOPHILLIPS COM 20825C104 29,276 470,217 SH   SOLE   470,217 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,162 118,200 SH   SOLE   118,200 0 0
COOPER COS INC COM NEW 216648402 513 2,739 SH   SOLE   2,739 0 0
CORESITE RLTY CORP COM 21870Q105 2,239 45,997 SH   SOLE   45,997 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 4,018 99,800 SH   SOLE   99,800 0 0
COUSINS PPTYS INC COM 222795106 525 49,500 SH   SOLE   49,500 0 0
CRANE CO COM 224399105 1,535 24,600 SH   SOLE   24,600 0 0
CREE INC COM 225447101 6,580 185,400 SH   SOLE   185,400 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 1,260 106,200 SH   SOLE   106,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,836 70,700 SH   SOLE   70,700 0 0
CSG SYS INTL INC COM 126349109 550 18,100 SH   SOLE   18,100 0 0
CST BRANDS INC COM 12646R105 6,855 156,398 SH   SOLE   156,398 0 0
CSX CORP COM 126408103 22,742 686,649 SH   SOLE   686,649 0 0
CULLEN FROST BANKERS INC COM 229899109 2,238 32,400 SH   SOLE   32,400 0 0
CURTISS WRIGHT CORP COM 231561101 680 9,200 SH   SOLE   9,200 0 0
CVB FINL CORP COM 126600105 1,090 68,400 SH   SOLE   68,400 0 0
CVS HEALTH CORP COM 126650100 9,753 94,500 SH   SOLE   94,500 0 0
CYBERONICS INC COM 23251P102 3,493 53,800 SH   SOLE   53,800 0 0
CYNOSURE INC CL A 232577205 1,997 65,100 SH   SOLE   65,100 0 0
D R HORTON INC COM 23331A109 527 18,500 SH   SOLE   18,500 0 0
DAKTRONICS INC COM 234264109 3,100 286,800 SH   SOLE   286,800 0 0
DARDEN RESTAURANTS INC COM 237194105 3,179 45,842 SH   SOLE   45,842 0 0
DECKERS OUTDOOR CORP COM 243537107 291 4,000 SH   SOLE   4,000 0 0
DEERE & CO COM 244199105 19,272 219,770 SH   SOLE   219,770 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 239 3,000 SH   SOLE   3,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,227 138,500 SH   SOLE   138,500 0 0
DEVON ENERGY CORP NEW COM 25179M103 56,478 936,454 SH   SOLE   936,454 0 0
DEVRY ED GROUP INC COM 251893103 1,480 44,350 SH   SOLE   44,350 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 1,047 74,100 SH   SOLE   74,100 0 0
DICKS SPORTING GOODS INC COM 253393102 8,964 157,299 SH   SOLE   157,299 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 15,787 535,590 SH   SOLE   535,590 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 9,517 309,410 SH   SOLE   309,410 0 0
DISNEY WALT CO COM DISNEY 254687106 3,729 35,556 SH   SOLE   35,556 0 0
DOMTAR CORP COM NEW 257559203 268 5,800 SH   SOLE   5,800 0 0
DOVER CORP COM 260003108 912 13,200 SH   SOLE   13,200 0 0
DOW CHEM CO COM 260543103 2,529 52,700 SH   SOLE   52,700 0 0
DSP GROUP INC COM 23332B106 72 6,000 SH   SOLE   6,000 0 0
DST SYS INC DEL COM 233326107 1,129 10,200 SH   SOLE   10,200 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 29,249 409,255 SH   SOLE   409,255 0 0
DUKE REALTY CORP COM NEW 264411505 1,369 62,900 SH   SOLE   62,900 0 0
E M C CORP MASS COM 268648102 23,766 929,830 SH   SOLE   929,830 0 0
EAST WEST BANCORP INC COM 27579R104 1,505 37,200 SH   SOLE   37,200 0 0
EASTMAN CHEM CO COM 277432100 2,570 37,100 SH   SOLE   37,100 0 0
EATON CORP PLC SHS G29183103 5,129 75,500 SH   SOLE   75,500 0 0
EATON VANCE CORP COM NON VTG 278265103 291 7,000 SH   SOLE   7,000 0 0
EBAY INC COM 278642103 42,083 729,600 SH   SOLE   729,600 0 0
ECOLAB INC COM 278865100 3,008 26,300 SH   SOLE   26,300 0 0
EDISON INTL COM 281020107 2,761 44,200 SH   SOLE   44,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,758 33,400 SH   SOLE   33,400 0 0
EL PASO ELEC CO COM NEW 283677854 332 8,600 SH   SOLE   8,600 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,634 56,800 SH   SOLE   56,800 0 0
EMERSON ELEC CO COM 291011104 9,078 160,325 SH   SOLE   160,325 0 0
ENERGIZER HLDGS INC COM 29266R108 1,035 7,500 SH   SOLE   7,500 0 0
ENGILITY HLDGS INC NEW COM 29286C107 3,112 103,600 SH   SOLE   103,600 0 0
ENSCO PLC SHS CLASS A G3157S106 13,208 626,876 SH   SOLE   626,876 0 0
ENSIGN GROUP INC COM 29358P101 1,518 32,400 SH   SOLE   32,400 0 0
ENTERGY CORP NEW COM 29364G103 2,844 36,700 SH   SOLE   36,700 0 0
EOG RES INC COM 26875P101 1,623 17,700 SH   SOLE   17,700 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 1,937 37,500 SH   SOLE   37,500 0 0
EVEREST RE GROUP LTD COM G3223R108 2,314 13,300 SH   SOLE   13,300 0 0
EXELIS INC COM 30162A108 3,353 137,600 SH   SOLE   137,600 0 0
EXELON CORP COM 30161N101 26,760 796,180 SH   SOLE   796,180 0 0
EXPEDIA INC DEL COM NEW 30212P303 6,928 73,600 SH   SOLE   73,600 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,202 36,900 SH   SOLE   36,900 0 0
EXTRA SPACE STORAGE INC COM 30225T102 2,210 32,700 SH   SOLE   32,700 0 0
EXXON MOBIL CORP COM 30231G102 52,610 618,945 SH   SOLE   618,945 0 0
FAIR ISAAC CORP COM 303250104 5,190 58,500 SH   SOLE   58,500 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 883 6,000 SH   SOLE   6,000 0 0
FEDEX CORP COM 31428X106 2,300 13,900 SH   SOLE   13,900 0 0
FIFTH THIRD BANCORP COM 316773100 1,012 53,700 SH   SOLE   53,700 0 0
FINISH LINE INC CL A 317923100 2,383 97,200 SH   SOLE   97,200 0 0
FIREEYE INC COM 31816Q101 2,740 69,800 SH   SOLE   69,800 0 0
FIRST AMERN FINL CORP COM 31847R102 282 7,900 SH   SOLE   7,900 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 4,026 231,769 SH   SOLE   231,769 0 0
FIRST NIAGARA FINL GP INC COM 33582V108 1,071 121,200 SH   SOLE   121,200 0 0
FIRSTENERGY CORP COM 337932107 3,439 98,096 SH   SOLE   98,096 0 0
FIRSTMERIT CORP COM 337915102 377 19,800 SH   SOLE   19,800 0 0
FLOTEK INDS INC DEL COM 343389102 4,056 275,197 SH   SOLE   275,197 0 0
FLOWSERVE CORP COM 34354P105 186 3,300 SH   SOLE   3,300 0 0
FLUOR CORP NEW COM 343412102 1,498 26,200 SH   SOLE   26,200 0 0
F M C CORP COM NEW 302491303 1,740 30,400 SH   SOLE   30,400 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 8,547 529,560 SH   SOLE   529,560 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,545 53,600 SH   SOLE   53,600 0 0
FOSSIL GROUP INC COM 34988V106 1,154 14,000 SH   SOLE   14,000 0 0
FRANCESCAS HLDGS CORP COM 351793104 6,207 348,700 SH   SOLE   348,700 0 0
FRANKLIN RES INC COM 354613101 5,327 103,800 SH   SOLE   103,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,148 60,600 SH   SOLE   60,600 0 0
FTI CONSULTING INC COM 302941109 3,048 81,360 SH   SOLE   81,360 0 0
FULTON FINL CORP PA COM 360271100 574 46,500 SH   SOLE   46,500 0 0
FUTUREFUEL CORPORATION COM 36116M106 153 14,900 SH   SOLE   14,900 0 0
GENERAL DYNAMICS CORP COM 369550108 6,088 44,855 SH   SOLE   44,855 0 0
GENERAL ELECTRIC CO COM 369604103 49,296 1,986,938 SH   SOLE   1,986,938 0 0
GENERAL MTRS CO COM 37045V100 2,824 75,300 SH   SOLE   75,300 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 1,756 101,900 SH   SOLE   101,900 0 0
GENESEE & WYO INC CL A 371559105 1,919 19,900 SH   SOLE   19,900 0 0
GENTEX CORP COM 371901109 2,126 116,200 SH   SOLE   116,200 0 0
GEO GROUP INC NEW COM 36162J106 1,334 30,500 SH   SOLE   30,500 0 0
GILEAD SCIENCES INC COM 375558103 108,268 1,103,307 SH   SOLE   1,103,307 0 0
GLACIER BANCORP INC NEW COM 37637Q105 948 37,700 SH   SOLE   37,700 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 758 16,426 SH   SOLE   16,426 0 0
GLOBAL PMTS INC COM 37940X102 5,944 64,835 SH   SOLE   64,835 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 41,579 221,202 SH   SOLE   221,202 0 0
GOOGLE INC CL C 38259P706 64,342 117,412 SH   SOLE   117,412 0 0
GOOGLE INC CL A 38259P508 50,928 91,812 SH   SOLE   91,812 0 0
GRAINGER W W INC COM 384802104 189 800 SH   SOLE   800 0 0
GREAT PLAINS ENERGY INC COM 391164100 125 4,700 SH   SOLE   4,700 0 0
GREEN PLAINS INC COM 393222104 2,618 91,700 SH   SOLE   91,700 0 0
GREENHILL & CO INC COM 395259104 4,377 110,400 SH   SOLE   110,400 0 0
GREIF INC CL A 397624107 67 1,700 SH   SOLE   1,700 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 3,876 44,900 SH   SOLE   44,900 0 0
GUESS INC COM 401617105 4,082 219,600 SH   SOLE   219,600 0 0
HALLIBURTON CO COM 406216101 26,796 610,659 SH   SOLE   610,659 0 0
HANOVER INS GROUP INC COM 410867105 312 4,300 SH   SOLE   4,300 0 0
HARLEY DAVIDSON INC COM 412822108 383 6,300 SH   SOLE   6,300 0 0
HARTE-HANKS INC COM 416196103 1,961 251,400 SH   SOLE   251,400 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 620 19,300 SH   SOLE   19,300 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 161 3,600 SH   SOLE   3,600 0 0
HCC INS HLDGS INC COM 404132102 2,057 36,300 SH   SOLE   36,300 0 0
HEALTH NET INC COM 42222G108 9,945 164,400 SH   SOLE   164,400 0 0
HEARTLAND PMT SYS INC COM 42235N108 5,430 115,900 SH   SOLE   115,900 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,709 110,220 SH   SOLE   110,220 0 0
HESS CORP COM 42809H107 10,171 149,854 SH   SOLE   149,854 0 0
HEWLETT PACKARD CO COM 428236103 2,770 88,900 SH   SOLE   88,900 0 0
HNI CORP COM 404251100 809 14,665 SH   SOLE   14,665 0 0
HOLLYFRONTIER CORP COM 436106108 5,159 128,100 SH   SOLE   128,100 0 0
HOLOGIC INC COM 436440101 654 19,800 SH   SOLE   19,800 0 0
HOME DEPOT INC COM 437076102 1,341 11,800 SH   SOLE   11,800 0 0
HONDA MOTOR LTD AMERN SHS 438128308 8,728 266,408 SH   SOLE   266,408 0 0
HONEYWELL INTL INC COM 438516106 8,564 82,100 SH   SOLE   82,100 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 699 21,200 SH   SOLE   21,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104 835 41,400 SH   SOLE   41,400 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 124 2,907 SH   SOLE   2,907 0 0
HUBBELL INC CL B 443510201 537 4,900 SH   SOLE   4,900 0 0
HUMANA INC COM 444859102 8,705 48,900 SH   SOLE   48,900 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 294 2,100 SH   SOLE   2,100 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,321 13,600 SH   SOLE   13,600 0 0
INFINITY PPTY & CAS CORP COM 45665Q103 1,042 12,700 SH   SOLE   12,700 0 0
INGERSOLL-RAND PLC SHS G47791101 1,552 22,800 SH   SOLE   22,800 0 0
INGRAM MICRO INC CL A 457153104 1,613 64,200 SH   SOLE   64,200 0 0
INGREDION INC COM 457187102 3,696 47,500 SH   SOLE   47,500 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,695 27,500 SH   SOLE   27,500 0 0
INTEL CORP COM 458140100 61,836 1,977,502 SH   SOLE   1,977,502 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 9,504 33,700 SH   SOLE   33,700 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 5,175 198,823 SH   SOLE   198,823 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 49,853 310,610 SH   SOLE   310,610 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 399 3,400 SH   SOLE   3,400 0 0
INTL PAPER CO COM 460146103 555 10,000 SH   SOLE   10,000 0 0
INVESCO LTD SHS G491BT108 579 14,600 SH   SOLE   14,600 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 1,902 62,759 SH   SOLE   62,759 0 0
ITT CORP NEW COM NEW 450911201 2,738 68,600 SH   SOLE   68,600 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 11,635 257,644 SH   SOLE   257,644 0 0
PENNEY J C INC COM 708160106 754 89,600 SH   SOLE   89,600 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,322 37,000 SH   SOLE   37,000 0 0
JOHNSON & JOHNSON COM 478160104 54,628 543,026 SH   SOLE   543,026 0 0
JOHNSON CTLS INC COM 478366107 2,915 57,800 SH   SOLE   57,800 0 0
JONES LANG LASALLE INC COM 48020Q107 1,636 9,600 SH   SOLE   9,600 0 0
JOY GLOBAL INC COM 481165108 157 4,000 SH   SOLE   4,000 0 0
JPMORGAN CHASE & CO COM 46625H100 102,146 1,686,128 SH   SOLE   1,686,128 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 704 6,900 SH   SOLE   6,900 0 0
KATE SPADE & CO COM 485865109 1,676 50,200 SH   SOLE   50,200 0 0
KB HOME COM 48666K109 26,953 1,725,519 SH   SOLE   1,725,519 0 0
KELLOGG CO COM 487836108 2,684 40,700 SH   SOLE   40,700 0 0
KENNAMETAL INC COM 489170100 2,672 79,300 SH   SOLE   79,300 0 0
KLA-TENCOR CORP COM 482480100 525 9,000 SH   SOLE   9,000 0 0
KOHLS CORP COM 500255104 31,821 406,655 SH   SOLE   406,655 0 0
KOPPERS HOLDINGS INC COM 50060P106 89 4,500 SH   SOLE   4,500 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 1,114 55,100 SH   SOLE   55,100 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 541 4,300 SH   SOLE   4,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,471 19,600 SH   SOLE   19,600 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 987 25,400 SH   SOLE   25,400 0 0
LENNAR CORP CL A 526057104 73,683 1,422,176 SH   SOLE   1,422,176 0 0
LHC GROUP INC COM 50187A107 783 23,700 SH   SOLE   23,700 0 0
LILLY ELI & CO COM 532457108 30,892 425,216 SH   SOLE   425,216 0 0
LINCOLN NATL CORP IND COM 534187109 19,557 340,357 SH   SOLE   340,357 0 0
LINEAR TECHNOLOGY CORP COM 535678106 8,459 180,741 SH   SOLE   180,741 0 0
LOCKHEED MARTIN CORP COM 539830109 3,854 18,990 SH   SOLE   18,990 0 0
LOUISIANA PAC CORP COM 546347105 2,145 129,900 SH   SOLE   129,900 0 0
LOWES COS INC COM 548661107 39,158 526,385 SH   SOLE   526,385 0 0
LULULEMON ATHLETICA INC COM 550021109 3,118 48,700 SH   SOLE   48,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 15,070 171,638 SH   SOLE   171,638 0 0
M & T BK CORP COM 55261F104 813 6,400 SH   SOLE   6,400 0 0
M/I HOMES INC COM 55305B101 889 37,300 SH   SOLE   37,300 0 0
MACK CALI RLTY CORP COM 554489104 426 22,100 SH   SOLE   22,100 0 0
MANTECH INTL CORP CL A 564563104 4,916 144,850 SH   SOLE   144,850 0 0
MARATHON OIL CORP COM 565849106 42,208 1,616,550 SH   SOLE   1,616,550 0 0
MARCUS CORP COM 566330106 23 1,100 SH   SOLE   1,100 0 0
MASCO CORP COM 574599106 25,076 939,177 SH   SOLE   939,177 0 0
MASTERCARD INC CL A 57636Q104 3,758 43,500 SH   SOLE   43,500 0 0
MATTHEWS INTL CORP CL A 577128101 168 3,260 SH   SOLE   3,260 0 0
MCDONALDS CORP COM 580135101 50,374 516,970 SH   SOLE   516,970 0 0
MDU RES GROUP INC COM 552690109 529 24,800 SH   SOLE   24,800 0 0
MEDNAX INC COM 58502B106 3,031 41,800 SH   SOLE   41,800 0 0
MEDTRONIC PLC SHS G5960L103 46,754 599,481 SH   SOLE   599,481 0 0
MENTOR GRAPHICS CORP COM 587200106 597 24,864 SH   SOLE   24,864 0 0
MERCK & CO INC NEW COM 58933Y105 13,582 236,295 SH   SOLE   236,295 0 0
MERCURY GENL CORP NEW COM 589400100 70 1,207 SH   SOLE   1,207 0 0
MERITAGE HOMES CORP COM 59001A102 52,495 1,079,262 SH   SOLE   1,079,262 0 0
METLIFE INC COM 59156R108 58,640 1,160,046 SH   SOLE   1,160,046 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,617 39,800 SH   SOLE   39,800 0 0
MICROSOFT CORP COM 594918104 131,777 3,241,338 SH   SOLE   3,241,338 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 2,829 186,099 SH   SOLE   186,099 0 0
MONDELEZ INTL INC CL A 609207105 8,239 228,298 SH   SOLE   228,298 0 0
MORGAN STANLEY COM NEW 617446448 23,461 657,366 SH   SOLE   657,366 0 0
MOSAIC CO NEW COM 61945C103 691 15,000 SH   SOLE   15,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 673 10,100 SH   SOLE   10,100 0 0
MOVADO GROUP INC COM 624580106 465 16,300 SH   SOLE   16,300 0 0
NASDAQ OMX GROUP INC COM 631103108 2,114 41,500 SH   SOLE   41,500 0 0
NATIONAL PRESTO INDS INC COM 637215104 3,176 50,100 SH   SOLE   50,100 0 0
NATIONAL OILWELL VARCO INC COM 637071101 15,777 315,605 SH   SOLE   315,605 0 0
NAVIGANT CONSULTING INC COM 63935N107 301 23,200 SH   SOLE   23,200 0 0
NCR CORP NEW COM 62886E108 859 29,100 SH   SOLE   29,100 0 0
NESTLE S A SPONSORED ADR 641069406 718 9,546 SH   SOLE   9,546 0 0
NETAPP INC COM 64110D104 546 15,400 SH   SOLE   15,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 2,265 135,400 SH   SOLE   135,400 0 0
NEWFIELD EXPL CO COM 651290108 7,319 208,584 SH   SOLE   208,584 0 0
NEWMARKET CORP COM 651587107 382 800 SH   SOLE   800 0 0
NOBLE CORP PLC SHS USD G65431101 941 65,900 SH   SOLE   65,900 0 0
NOBLE ENERGY INC COM 655044105 7,985 163,300 SH   SOLE   163,300 0 0
NORDSTROM INC COM 655664100 827 10,300 SH   SOLE   10,300 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,467 43,400 SH   SOLE   43,400 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 3,891 504,700 SH   SOLE   504,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,173 13,500 SH   SOLE   13,500 0 0
NUCOR CORP COM 670346105 15,124 318,209 SH   SOLE   318,209 0 0
NVR INC COM 62944T105 23,236 17,488 SH   SOLE   17,488 0 0
OASIS PETE INC NEW COM 674215108 18,316 1,288,044 SH   SOLE   1,288,044 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 584 8,000 SH   SOLE   8,000 0 0
OGE ENERGY CORP COM 670837103 929 29,400 SH   SOLE   29,400 0 0
OLD NATL BANCORP IND COM 680033107 758 53,400 SH   SOLE   53,400 0 0
OLYMPIC STEEL INC COM 68162K106 583 43,296 SH   SOLE   43,296 0 0
OM GROUP INC COM 670872100 703 23,400 SH   SOLE   23,400 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 588 14,500 SH   SOLE   14,500 0 0
ORACLE CORP COM 68389X105 63,316 1,467,338 SH   SOLE   1,467,338 0 0
ORBITAL ATK INC COM 68557N103 2,743 35,800 SH   SOLE   35,800 0 0
ORION MARINE GROUP INC COM 68628V308 1,771 199,849 SH   SOLE   199,849 0 0
OSHKOSH CORP COM 688239201 4,303 88,200 SH   SOLE   88,200 0 0
OWENS & MINOR INC NEW COM 690732102 1,255 37,100 SH   SOLE   37,100 0 0
OWENS ILL INC COM NEW 690768403 2,166 92,900 SH   SOLE   92,900 0 0
PACCAR INC COM 693718108 2,603 41,220 SH   SOLE   41,220 0 0
PACWEST BANCORP DEL COM 695263103 882 18,800 SH   SOLE   18,800 0 0
PANERA BREAD CO CL A 69840W108 2,240 14,000 SH   SOLE   14,000 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 114 87,433 SH   SOLE   87,433 0 0
PARKER HANNIFIN CORP COM 701094104 4,074 34,300 SH   SOLE   34,300 0 0
PATTERSON UTI ENERGY INC COM 703481101 899 47,900 SH   SOLE   47,900 0 0
PAYCHEX INC COM 704326107 12,125 244,378 SH   SOLE   244,378 0 0
PDC ENERGY INC COM 69327R101 335 6,200 SH   SOLE   6,200 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 1,134 48,800 SH   SOLE   48,800 0 0
PEPSICO INC COM 713448108 78,245 818,294 SH   SOLE   818,294 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 281 46,200 SH   SOLE   46,200 0 0
PFIZER INC COM 717081103 116,446 3,347,116 SH   SOLE   3,347,116 0 0
PG&E CORP COM 69331C108 101 1,900 SH   SOLE   1,900 0 0
PHILIP MORRIS INTL INC COM 718172109 53,085 704,698 SH   SOLE   704,698 0 0
PIONEER ENERGY SVCS CORP COM 723664108 80 14,800 SH   SOLE   14,800 0 0
PLUM CREEK TIMBER CO INC COM 729251108 600 13,800 SH   SOLE   13,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,461 90,740 SH   SOLE   90,740 0 0
PNM RES INC COM 69349H107 748 25,600 SH   SOLE   25,600 0 0
POLYCOM INC COM 73172K104 1,170 87,300 SH   SOLE   87,300 0 0
POOL CORPORATION COM 73278L105 1,688 24,200 SH   SOLE   24,200 0 0
POST PPTYS INC COM 737464107 2,533 44,500 SH   SOLE   44,500 0 0
PPG INDS INC COM 693506107 1,692 7,500 SH   SOLE   7,500 0 0
PPL CORP COM 69351T106 11,176 332,020 SH   SOLE   332,020 0 0
PRAXAIR INC COM 74005P104 1,570 13,000 SH   SOLE   13,000 0 0
PRECISION CASTPARTS CORP COM 740189105 3,087 14,700 SH   SOLE   14,700 0 0
PRICELINE GRP INC COM NEW 741503403 10,850 9,320 SH   SOLE   9,320 0 0
PRIVATEBANCORP INC COM 742962103 1,481 42,100 SH   SOLE   42,100 0 0
PROCTER & GAMBLE CO COM 742718109 48,454 591,333 SH   SOLE   591,333 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,262 46,400 SH   SOLE   46,400 0 0
PROSPERITY BANCSHARES INC COM 743606105 7,142 136,084 SH   SOLE   136,084 0 0
PRUDENTIAL FINL INC COM 744320102 4,505 56,100 SH   SOLE   56,100 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,757 33,200 SH   SOLE   33,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 394 9,400 SH   SOLE   9,400 0 0
PVH CORP COM 693656100 3,847 36,100 SH   SOLE   36,100 0 0
QEP RES INC COM 74733V100 325 15,600 SH   SOLE   15,600 0 0
QORVO INC COM 74736K101 719 9,025 SH   SOLE   9,025 0 0
QUALCOMM INC COM 747525103 25,647 369,870 SH   SOLE   369,870 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,337 17,400 SH   SOLE   17,400 0 0
QUESTAR CORP COM 748356102 570 23,900 SH   SOLE   23,900 0 0
RACKSPACE HOSTING INC COM 750086100 4,019 77,900 SH   SOLE   77,900 0 0
RALPH LAUREN CORP CL A 751212101 789 6,000 SH   SOLE   6,000 0 0
RAYTHEON CO COM NEW 755111507 5,866 53,690 SH   SOLE   53,690 0 0
REALTY INCOME CORP COM 756109104 1,115 21,600 SH   SOLE   21,600 0 0
REGAL BELOIT CORP COM 758750103 192 2,400 SH   SOLE   2,400 0 0
REGENCY CTRS CORP COM 758849103 408 6,000 SH   SOLE   6,000 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 8,387 90,000 SH   SOLE   90,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 18,469 302,370 SH   SOLE   302,370 0 0
RENT A CTR INC NEW COM 76009N100 713 26,000 SH   SOLE   26,000 0 0
REPLIGEN CORP COM 759916109 2,499 82,300 SH   SOLE   82,300 0 0
RESMED INC COM 761152107 718 10,000 SH   SOLE   10,000 0 0
RESOURCES CONNECTION INC COM 76122Q105 1,113 63,575 SH   SOLE   63,575 0 0
REGULUS THERAPEUTICS INC COM 75915K101 1,203 71,033 SH   SOLE   71,033 0 0
RIVERBED TECHNOLOGY INC COM 768573107 293 14,000 SH   SOLE   14,000 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 399 15,800 SH   SOLE   15,800 0 0
ROCK-TENN CO CL A 772739207 135 2,100 SH   SOLE   2,100 0 0
ROCKWELL COLLINS INC COM 774341101 4,132 42,800 SH   SOLE   42,800 0 0
ROSETTA RESOURCES INC COM 777779307 37 2,200 SH   SOLE   2,200 0 0
ROVI CORP COM 779376102 4,496 246,900 SH   SOLE   246,900 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 395 6,300 SH   SOLE   6,300 0 0
RPM INTL INC COM 749685103 557 11,600 SH   SOLE   11,600 0 0
RYLAND GROUP INC COM 783764103 2,846 58,400 SH   SOLE   58,400 0 0
SANDISK CORP COM 80004C101 636 10,000 SH   SOLE   10,000 0 0
SANOFI SPONSORED ADR 80105N105 1,596 32,277 SH   SOLE   32,277 0 0
SCHLUMBERGER LTD COM 806857108 33,413 400,448 SH   SOLE   400,448 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 4,329 83,200 SH   SOLE   83,200 0 0
SEATTLE GENETICS INC COM 812578102 3,054 86,400 SH   SOLE   86,400 0 0
SELECT COMFORT CORP COM 81616X103 2,075 60,200 SH   SOLE   60,200 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 200 2,900 SH   SOLE   2,900 0 0
SEVENTY SEVEN ENERGY INC COM 818097107 23 5,657 SH   SOLE   5,657 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,050 8,100 SH   SOLE   8,100 0 0
SM ENERGY CO COM 78454L100 2,620 50,700 SH   SOLE   50,700 0 0
SOLARWINDS INC COM 83416B109 897 17,500 SH   SOLE   17,500 0 0
SONIC CORP COM 835451105 212 6,700 SH   SOLE   6,700 0 0
SOTHEBYS COM 835898107 515 12,183 SH   SOLE   12,183 0 0
SOUTHERN CO COM 842587107 328 7,410 SH   SOLE   7,410 0 0
SOUTHWESTERN ENERGY CO COM 845467109 956 41,237 SH   SOLE   41,237 0 0
SPARTANNASH CO COM 847215100 4,693 148,700 SH   SOLE   148,700 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 364 59,900 SH   SOLE   59,900 0 0
SPOK HLDGS INC COM 84863T106 226 11,800 SH   SOLE   11,800 0 0
ST JUDE MED INC COM 790849103 2,328 35,600 SH   SOLE   35,600 0 0
STAMPS COM INC COM NEW 852857200 271 4,020 SH   SOLE   4,020 0 0
STANDARD PAC CORP NEW COM 85375C101 144 16,000 SH   SOLE   16,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,389 67,000 SH   SOLE   67,000 0 0
STAPLES INC COM 855030102 29,690 1,823,142 SH   SOLE   1,823,142 0 0
STATE STR CORP COM 857477103 2,107 28,650 SH   SOLE   28,650 0 0
STEEL DYNAMICS INC COM 858119100 4,862 241,900 SH   SOLE   241,900 0 0
STERLING BANCORP DEL COM 85917A100 2,290 170,800 SH   SOLE   170,800 0 0
STRAYER ED INC COM 863236105 85 1,600 SH   SOLE   1,600 0 0
STRYKER CORP COM 863667101 1,292 14,000 SH   SOLE   14,000 0 0
SUNCOKE ENERGY INC COM 86722A103 260 17,400 SH   SOLE   17,400 0 0
SUNCOR ENERGY INC NEW COM B3NB0P5 20,915 715,035 SH   SOLE   715,035 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,331 149,100 SH   SOLE   149,100 0 0
SUPERIOR INDS INTL INC COM 868168105 549 28,991 SH   SOLE   28,991 0 0
SURMODICS INC COM 868873100 1,968 75,600 SH   SOLE   75,600 0 0
SYMANTEC CORP COM 871503108 521 22,300 SH   SOLE   22,300 0 0
SYNAPTICS INC COM 87157D109 1,911 23,500 SH   SOLE   23,500 0 0
SYNOPSYS INC COM 871607107 1,686 36,400 SH   SOLE   36,400 0 0
SYSCO CORP COM 871829107 26,490 702,092 SH   SOLE   702,092 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 612 17,400 SH   SOLE   17,400 0 0
TARGET CORP COM 87612E106 116,771 1,422,828 SH   SOLE   1,422,828 0 0
TAUBMAN CTRS INC COM 876664103 370 4,800 SH   SOLE   4,800 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 2,435 116,765 SH   SOLE   116,765 0 0
TCF FINL CORP COM 872275102 3,650 232,200 SH   SOLE   232,200 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,898 26,500 SH   SOLE   26,500 0 0
TECO ENERGY INC COM 872375100 656 33,800 SH   SOLE   33,800 0 0
TELEFLEX INC COM 879369106 2,187 18,100 SH   SOLE   18,100 0 0
TEMPUR SEALY INTL INC COM 88023U101 797 13,800 SH   SOLE   13,800 0 0
TEREX CORP NEW COM 880779103 3,148 118,400 SH   SOLE   118,400 0 0
TETRA TECH INC NEW COM 88162G103 3,757 156,400 SH   SOLE   156,400 0 0
TEXAS INSTRS INC COM 882508104 44,089 770,990 SH   SOLE   770,990 0 0
TEXTRON INC COM 883203101 2,620 59,100 SH   SOLE   59,100 0 0
THOR INDS INC COM 885160101 5,581 88,300 SH   SOLE   88,300 0 0
TIDEWATER INC COM 886423102 406 21,200 SH   SOLE   21,200 0 0
TIFFANY & CO NEW COM 886547108 1,470 16,700 SH   SOLE   16,700 0 0
TIME INC NEW COM 887228104 861 38,375 SH   SOLE   38,375 0 0
TIME WARNER CABLE INC COM 88732J207 2,503 16,700 SH   SOLE   16,700 0 0
TIME WARNER INC COM NEW 887317303 8,393 99,400 SH   SOLE   99,400 0 0
TIMKEN CO COM 887389104 662 15,700 SH   SOLE   15,700 0 0
TIMKENSTEEL CORP COM 887399103 98 3,700 SH   SOLE   3,700 0 0
TITAN INTL INC ILL COM 88830M102 936 100,000 SH   SOLE   100,000 0 0
TOLL BROTHERS INC COM 889478103 44,484 1,130,769 SH   SOLE   1,130,769 0 0
TOWERS WATSON & CO CL A 891894107 859 6,500 SH   SOLE   6,500 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 579 4,140 SH   SOLE   4,140 0 0
TRANSOCEAN LTD REG SHS H8817H100 641 43,700 SH   SOLE   43,700 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,390 22,100 SH   SOLE   22,100 0 0
TRIMBLE NAVIGATION LTD COM 896239100 2,684 106,500 SH   SOLE   106,500 0 0
TRINITY INDS INC COM 896522109 1,800 50,700 SH   SOLE   50,700 0 0
UGI CORP NEW COM 902681105 1,911 58,650 SH   SOLE   58,650 0 0
UIL HLDG CORP COM 902748102 581 11,300 SH   SOLE   11,300 0 0
UNILEVER N V N Y SHS NEW 904784709 2,117 50,700 SH   SOLE   50,700 0 0
UNION PAC CORP COM 907818108 33,265 307,130 SH   SOLE   307,130 0 0
UNITED CONTL HLDGS INC COM 910047109 1,594 23,700 SH   SOLE   23,700 0 0
UNITED PARCEL SERVICE INC CL B 911312106 21,761 224,481 SH   SOLE   224,481 0 0
UNITED TECHNOLOGIES CORP COM 913017109 12,042 102,750 SH   SOLE   102,750 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,966 28,800 SH   SOLE   28,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 116,742 986,914 SH   SOLE   986,914 0 0
UNIVERSAL FST PRODS INC COM 913543104 727 13,100 SH   SOLE   13,100 0 0
UNIVERSAL CORP VA COM 913456109 3,735 79,200 SH   SOLE   79,200 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 41 4,300 SH   SOLE   4,300 0 0
UNUM GROUP COM 91529Y106 4,523 134,100 SH   SOLE   134,100 0 0
URBAN OUTFITTERS INC COM 917047102 7,424 162,619 SH   SOLE   162,619 0 0
US BANCORP DEL COM NEW 902973304 78,558 1,798,893 SH   SOLE   1,798,893 0 0
VALLEY NATL BANCORP COM 919794107 3,440 364,400 SH   SOLE   364,400 0 0
VALSPAR CORP COM 920355104 605 7,200 SH   SOLE   7,200 0 0
VCA INC COM 918194101 2,111 38,500 SH   SOLE   38,500 0 0
VECTREN CORP COM 92240G101 486 11,000 SH   SOLE   11,000 0 0
VECTRUS INC COM 92242T101 124 4,877 SH   SOLE   4,877 0 0
VEECO INSTRS INC DEL COM 922417100 2,193 71,800 SH   SOLE   71,800 0 0
VERIFONE SYS INC COM 92342Y109 5,806 166,400 SH   SOLE   166,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 41,131 845,792 SH   SOLE   845,792 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 31,756 777,000 SH   SOLE   777,000 0 0
VIACOM INC NEW CL B 92553P201 27,005 395,392 SH   SOLE   395,392 0 0
VISA INC COM CL A 92826C839 11,329 173,200 SH   SOLE   173,200 0 0
VISTA OUTDOOR INC COM 928377100 1,760 41,100 SH   SOLE   41,100 0 0
VORNADO RLTY TR SH BEN INT 929042109 272 2,426 SH   SOLE   2,426 0 0
WADDELL & REED FINL INC CL A 930059100 7,243 146,200 SH   SOLE   146,200 0 0
WAL-MART STORES INC COM 931142103 108,404 1,317,981 SH   SOLE   1,317,981 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,474 76,450 SH   SOLE   76,450 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 5,753 62,900 SH   SOLE   62,900 0 0
WELLS FARGO & CO NEW COM 949746101 113,316 2,083,013 SH   SOLE   2,083,013 0 0
WESTAMERICA BANCORPORATION COM 957090103 670 15,500 SH   SOLE   15,500 0 0
WESTERN DIGITAL CORP COM 958102105 910 10,000 SH   SOLE   10,000 0 0
WESTERN UN CO COM 959802109 25,999 1,249,353 SH   SOLE   1,249,353 0 0
WEX INC COM 96208T104 558 5,200 SH   SOLE   5,200 0 0
WHITING PETE CORP NEW COM 966387102 5,064 163,896 SH   SOLE   163,896 0 0
WINNEBAGO INDS INC COM 974637100 3,836 180,420 SH   SOLE   180,420 0 0
WOODWARD INC COM 980745103 219 4,300 SH   SOLE   4,300 0 0
XCEL ENERGY INC COM 98389B100 376 10,800 SH   SOLE   10,800 0 0
XILINX INC COM 983919101 2,910 68,800 SH   SOLE   68,800 0 0
YUM BRANDS INC COM 988498101 3,708 47,100 SH   SOLE   47,100 0 0
ZIMMER HLDGS INC COM 98956P102 3,173 27,000 SH   SOLE   27,000 0 0
ZOETIS INC CL A 98978V103 4,665 100,776 SH   SOLE   100,776 0 0