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 10,826 315,717 SH   SOLE   315,717 0 0
3-D SYS CORP DEL COM NEW 88554D205 529 11,400 SH   SOLE   11,400 0 0
3M CO COM 88579Y101 12,479 88,080 SH   SOLE   88,080 0 0
AAR CORP COM 000361105 891 36,900 SH   SOLE   36,900 0 0
ABBOTT LABS COM 002824100 670 16,100 SH   SOLE   16,100 0 0
ABBVIE INC COM 00287Y109 1,883 32,600 SH   SOLE   32,600 0 0
ABERCROMBIE & FITCH CO CL A 002896207 6,443 177,300 SH   SOLE   177,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,545 31,300 SH   SOLE   31,300 0 0
ACE LTD SHS H0023R105 7,121 67,900 SH   SOLE   67,900 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 5,638 564,900 SH   SOLE   564,900 0 0
ADOBE SYS INC COM 00724F101 1,059 15,300 SH   SOLE   15,300 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 3,173 94,000 SH   SOLE   94,000 0 0
AEROPOSTALE COM 007865108 889 270,250 SH   SOLE   270,250 0 0
AEROVIRONMENT INC COM 008073108 794 26,400 SH   SOLE   26,400 0 0
AES CORP COM 00130H105 1,177 83,000 SH   SOLE   83,000 0 0
AETNA INC NEW COM 00817Y108 25,649 316,651 SH   SOLE   316,651 0 0
AFLAC INC COM 001055102 5,167 88,700 SH   SOLE   88,700 0 0
AGCO CORP COM 001084102 1,527 33,600 SH   SOLE   33,600 0 0
AGRIUM INC COM 008916108 18,096 203,327 SH   SOLE   203,327 0 0
AIR METHODS CORP COM PAR $.06 009128307 780 14,050 SH   SOLE   14,050 0 0
AIR PRODS & CHEMS INC COM 009158106 4,082 31,355 SH   SOLE   31,355 0 0
ALBEMARLE CORP COM 012653101 1,596 27,100 SH   SOLE   27,100 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,664 32,200 SH   SOLE   32,200 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 4,123 32,300 SH   SOLE   32,300 0 0
ALLSTATE CORP COM 020002101 26,297 428,499 SH   SOLE   428,499 0 0
ALMOST FAMILY INC COM 020409108 1,387 51,054 SH   SOLE   51,054 0 0
ALTERA CORP COM 021441100 3,120 87,200 SH   SOLE   87,200 0 0
AMERICAN WOODMARK CORP COM 030506109 771 20,907 SH   SOLE   20,907 0 0
AMAZON COM INC COM 023135106 645 2,000 SH   SOLE   2,000 0 0
AMC NETWORKS INC CL A 00164V103 9,108 155,900 SH   SOLE   155,900 0 0
AMEDISYS INC COM 023436108 1,541 76,400 SH   SOLE   76,400 0 0
AMERICAN ELEC PWR INC COM 025537101 606 11,600 SH   SOLE   11,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 6,099 112,900 SH   SOLE   112,900 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,417 135,600 SH   SOLE   135,600 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 1,626 44,600 SH   SOLE   44,600 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 11,108 765,000 SH   SOLE   765,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 214 3,700 SH   SOLE   3,700 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 170 6,300 SH   SOLE   6,300 0 0
AMERICAN SCIENCE & ENGR INC COM 029429107 161 2,900 SH   SOLE   2,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,638 70,900 SH   SOLE   70,900 0 0
AMGEN INC COM 031162100 5,899 42,000 SH   SOLE   42,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,541 98,147 SH   SOLE   98,147 0 0
ANALOG DEVICES INC COM 032654105 1,401 28,300 SH   SOLE   28,300 0 0
ANDERSONS INC COM 034164103 2,283 36,300 SH   SOLE   36,300 0 0
APACHE CORP COM 037411105 73,015 777,835 SH   SOLE   777,835 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 461 14,500 SH   SOLE   14,500 0 0
APPLE INC COM 037833100 99,603 988,617 SH   SOLE   988,617 0 0
APPLIED MATLS INC COM 038222105 577 26,700 SH   SOLE   26,700 0 0
AQUA AMERICA INC COM 03836W103 174 7,400 SH   SOLE   7,400 0 0
ARROW ELECTRS INC COM 042735100 2,862 51,700 SH   SOLE   51,700 0 0
ASCENA RETAIL GROUP INC COM 04351G101 637 47,900 SH   SOLE   47,900 0 0
ASIA PULP & PAPER LTD SPONSORED ADR 04516V100 0 345,400 SH   SOLE   345,400 0 0
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,254 52,700 SH   SOLE   52,700 0 0
ASSOCIATED BANC CORP COM 045487105 2,050 117,700 SH   SOLE   117,700 0 0
ASTORIA FINL CORP COM 046265104 248 20,000 SH   SOLE   20,000 0 0
AT&T INC COM 00206R102 35,076 995,356 SH   SOLE   995,356 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 2,843 86,100 SH   SOLE   86,100 0 0
ATMOS ENERGY CORP COM 049560105 830 17,400 SH   SOLE   17,400 0 0
ATWOOD OCEANICS INC COM 050095108 5,361 122,700 SH   SOLE   122,700 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,333 64,190 SH   SOLE   64,190 0 0
AUTODESK INC COM 052769106 551 10,000 SH   SOLE   10,000 0 0
AVISTA CORP COM 05379B107 403 13,200 SH   SOLE   13,200 0 0
AVNET INC COM 053807103 2,075 50,000 SH   SOLE   50,000 0 0
AVON PRODS INC COM 054303102 4,498 357,000 SH   SOLE   357,000 0 0
AZZ INC COM 002474104 134 3,200 SH   SOLE   3,200 0 0
BAKER HUGHES INC COM 057224107 21,176 325,487 SH   SOLE   325,487 0 0
BALL CORP COM 058498106 728 11,500 SH   SOLE   11,500 0 0
BALLY TECHNOLOGIES INC COM 05874B107 831 10,300 SH   SOLE   10,300 0 0
BANK HAWAII CORP COM 062540109 1,363 24,000 SH   SOLE   24,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 62,086 1,603,053 SH   SOLE   1,603,053 0 0
BANK AMER CORP COM 060505104 64,839 3,802,853 SH   SOLE   3,802,853 0 0
BARD C R INC COM 067383109 3,596 25,200 SH   SOLE   25,200 0 0
BARCLAYS PLC ADR 06738E204 83 5,635 SH   SOLE   5,635 0 0
BARRETT BILL CORP COM 06846N104 2,167 98,300 SH   SOLE   98,300 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 623 28,700 SH   SOLE   28,700 0 0
BAXTER INTL INC COM 071813109 18,164 253,090 SH   SOLE   253,090 0 0
BB&T CORP COM 054937107 37,599 1,010,452 SH   SOLE   1,010,452 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 6,828 33 SH   SOLE   33 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19,809 143,400 SH   SOLE   143,400 0 0
BEST BUY INC COM 086516101 4,434 132,000 SH   SOLE   132,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 572 9,720 SH   SOLE   9,720 0 0
BIO-REFERENCE LABS INC COM $.01 NEW 09057G602 1,815 64,700 SH   SOLE   64,700 0 0
BIOGEN IDEC INC COM 09062X103 3,507 10,600 SH   SOLE   10,600 0 0
BIOMED REALTY TRUST INC COM 09063H107 2,470 122,300 SH   SOLE   122,300 0 0
BLACK BOX CORP DEL COM 091826107 461 19,760 SH   SOLE   19,760 0 0
BLACK HILLS CORP COM 092113109 105 2,200 SH   SOLE   2,200 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 3,085 98,000 SH   SOLE   98,000 0 0
BOEING CO COM 097023105 5,859 46,000 SH   SOLE   46,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 27,459 2,325,024 SH   SOLE   2,325,024 0 0
BP PLC SPONSORED ADR 055622104 47,778 1,087,088 SH   SOLE   1,087,088 0 0
BRADY CORP CL A 104674106 1,189 52,983 SH   SOLE   52,983 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,774 54,200 SH   SOLE   54,200 0 0
BROADCOM CORP CL A 111320107 2,652 65,600 SH   SOLE   65,600 0 0
BROWN & BROWN INC COM 115236101 225 7,000 SH   SOLE   7,000 0 0
BRYN MAWR BK CORP COM 117665109 669 23,615 SH   SOLE   23,615 0 0
BUCKLE INC COM 118440106 3,713 81,800 SH   SOLE   81,800 0 0
C&J ENERGY SVCS INC COM 12467B304 2,090 68,400 SH   SOLE   68,400 0 0
CABELAS INC COM 126804301 342 5,800 SH   SOLE   5,800 0 0
CABOT OIL & GAS CORP COM 127097103 3,406 104,200 SH   SOLE   104,200 0 0
CACI INTL INC CL A 127190304 93 1,300 SH   SOLE   1,300 0 0
CALLAWAY GOLF CO COM 131193104 589 81,400 SH   SOLE   81,400 0 0
CAMBREX CORP COM 132011107 785 42,000 SH   SOLE   42,000 0 0
CANADIAN NAT RES LTD COM 136385101 4,268 109,892 SH   SOLE   109,892 0 0
CANON INC SPONSORED ADR 138006309 336 10,300 SH   SOLE   10,300 0 0
CANTEL MEDICAL CORP COM 138098108 1,300 37,800 SH   SOLE   37,800 0 0
CAPELLA EDUCATION COMPANY COM 139594105 1,271 20,300 SH   SOLE   20,300 0 0
CAPITAL ONE FINL CORP COM 14040H105 38,128 467,145 SH   SOLE   467,145 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 1,226 100,200 SH   SOLE   100,200 0 0
CARBO CERAMICS INC COM 140781105 13,878 234,302 SH   SOLE   234,302 0 0
CARDINAL HEALTH INC COM 14149Y108 1,169 15,600 SH   SOLE   15,600 0 0
CARDTRONICS INC COM 14161H108 1,038 29,500 SH   SOLE   29,500 0 0
CARNIVAL CORP PAIRED CTF 143658300 1,804 44,900 SH   SOLE   44,900 0 0
CASTLE A M & CO COM 148411101 290 33,900 SH   SOLE   33,900 0 0
CATERPILLAR INC DEL COM 149123101 4,347 43,900 SH   SOLE   43,900 0 0
CBRE GROUP INC CL A 12504L109 2,174 73,100 SH   SOLE   73,100 0 0
CEMPRA INC COM 15130J109 1,693 154,510 SH   SOLE   154,510 0 0
CENTENE CORP DEL COM 15135B101 29,652 358,503 SH   SOLE   358,503 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,811 349,600 SH   SOLE   349,600 0 0
CENTURY ALUM CO COM 156431108 1,052 40,500 SH   SOLE   40,500 0 0
CENTURYLINK INC COM 156700106 1,010 24,700 SH   SOLE   24,700 0 0
CF INDS HLDGS INC COM 125269100 19,423 69,560 SH   SOLE   69,560 0 0
CHASE PACKAGING CORP TEX COM 161635107 0 10 SH   SOLE   10 0 0
CHEMED CORP NEW COM 16359R103 720 7,000 SH   SOLE   7,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 33,346 1,450,437 SH   SOLE   1,450,437 0 0
CHEVRON CORP NEW COM 166764100 72,220 605,259 SH   SOLE   605,259 0 0
CHURCH & DWIGHT INC COM 171340102 295 4,200 SH   SOLE   4,200 0 0
CIGNA CORPORATION COM 125509109 2,902 32,000 SH   SOLE   32,000 0 0
CIMAREX ENERGY CO COM 171798101 5,725 45,245 SH   SOLE   45,245 0 0
CIRRUS LOGIC INC COM 172755100 2,469 118,400 SH   SOLE   118,400 0 0
CISCO SYS INC COM 17275R102 62,142 2,468,888 SH   SOLE   2,468,888 0 0
CITIGROUP INC COM NEW 172967424 63,835 1,231,869 SH   SOLE   1,231,869 0 0
CITRIX SYS INC COM 177376100 606 8,500 SH   SOLE   8,500 0 0
CIVEO CORP COM 178787107 174 15,000 SH   SOLE   15,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,294 34,500 SH   SOLE   34,500 0 0
COACH INC COM 189754104 23,583 662,258 SH   SOLE   662,258 0 0
COCA COLA CO COM 191216100 21,471 503,310 SH   SOLE   503,310 0 0
COLGATE PALMOLIVE CO COM 194162103 1,259 19,300 SH   SOLE   19,300 0 0
COLUMBIA BKG SYS INC COM 197236102 769 31,000 SH   SOLE   31,000 0 0
COMCAST CORP NEW CL A 20030N101 9,697 180,300 SH   SOLE   180,300 0 0
COMMERCIAL METALS CO COM 201723103 512 29,991 SH   SOLE   29,991 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 230 4,200 SH   SOLE   4,200 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 19 501 SH   SOLE   501 0 0
CONOCOPHILLIPS COM 20825C104 39,945 522,017 SH   SOLE   522,017 0 0
CONVERSANT INC COM 21249J105 960 28,025 SH   SOLE   28,025 0 0
COOPER COS INC COM NEW 216648402 427 2,739 SH   SOLE   2,739 0 0
CORESITE RLTY CORP COM 21870Q105 1,315 39,997 SH   SOLE   39,997 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,312 96,400 SH   SOLE   96,400 0 0
COUSINS PPTYS INC COM 222795106 592 49,500 SH   SOLE   49,500 0 0
CRANE CO COM 224399105 1,555 24,600 SH   SOLE   24,600 0 0
CREE INC COM 225447101 6,855 167,400 SH   SOLE   167,400 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 1,966 211,600 SH   SOLE   211,600 0 0
CROWN CASTLE INTL CORP COM 228227104 3,938 48,900 SH   SOLE   48,900 0 0
CSG SYS INTL INC COM 126349109 476 18,100 SH   SOLE   18,100 0 0
CST BRANDS INC COM 12646R105 8,491 236,200 SH   SOLE   236,200 0 0
CSX CORP COM 126408103 22,322 696,249 SH   SOLE   696,249 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 2,574 38,800 SH   SOLE   38,800 0 0
CURTISS WRIGHT CORP COM 231561101 606 9,200 SH   SOLE   9,200 0 0
CVB FINL CORP COM 126600105 982 68,400 SH   SOLE   68,400 0 0
CVS HEALTH CORP COM 126650100 8,397 105,500 SH   SOLE   105,500 0 0
CYBERONICS INC COM 23251P102 2,215 43,300 SH   SOLE   43,300 0 0
CYNOSURE INC CL A 232577205 1,367 65,100 SH   SOLE   65,100 0 0
D R HORTON INC COM 23331A109 934 45,500 SH   SOLE   45,500 0 0
DAKTRONICS INC COM 234264109 3,587 291,900 SH   SOLE   291,900 0 0
DARDEN RESTAURANTS INC COM 237194105 2,359 45,842 SH   SOLE   45,842 0 0
DECKERS OUTDOOR CORP COM 243537107 389 4,000 SH   SOLE   4,000 0 0
DEERE & CO COM 244199105 14,700 179,290 SH   SOLE   179,290 0 0
DEVON ENERGY CORP NEW COM 25179M103 55,699 816,934 SH   SOLE   816,934 0 0
DEVRY ED GROUP INC COM 251893103 2,432 56,800 SH   SOLE   56,800 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 940 74,100 SH   SOLE   74,100 0 0
DICKS SPORTING GOODS INC COM 253393102 7,582 172,800 SH   SOLE   172,800 0 0
DIGITAL RIV INC COM 25388B104 1,245 85,720 SH   SOLE   85,720 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 2,211 59,300 SH   SOLE   59,300 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 4,305 113,900 SH   SOLE   113,900 0 0
DISNEY WALT CO COM DISNEY 254687106 7,955 89,356 SH   SOLE   89,356 0 0
DOMTAR CORP COM NEW 257559203 204 5,800 SH   SOLE   5,800 0 0
DOW CHEM CO COM 260543103 2,764 52,700 SH   SOLE   52,700 0 0
DSP GROUP INC COM 23332B106 53 6,000 SH   SOLE   6,000 0 0
DST SYS INC DEL COM 233326107 856 10,200 SH   SOLE   10,200 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 29,368 409,255 SH   SOLE   409,255 0 0
DUKE REALTY CORP COM NEW 264411505 1,081 62,900 SH   SOLE   62,900 0 0
E M C CORP MASS COM 268648102 27,336 934,250 SH   SOLE   934,250 0 0
EAST WEST BANCORP INC COM 27579R104 1,265 37,200 SH   SOLE   37,200 0 0
EASTMAN CHEM CO COM 277432100 1,472 18,200 SH   SOLE   18,200 0 0
EATON CORP PLC SHS G29183103 4,037 63,700 SH   SOLE   63,700 0 0
EATON VANCE CORP COM NON VTG 278265103 1,313 34,800 SH   SOLE   34,800 0 0
EBAY INC COM 278642103 40,825 720,900 SH   SOLE   720,900 0 0
ECOLAB INC COM 278865100 4,065 35,400 SH   SOLE   35,400 0 0
EDISON INTL COM 281020107 2,986 53,400 SH   SOLE   53,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,382 42,900 SH   SOLE   42,900 0 0
EL PASO ELEC CO COM NEW 283677854 314 8,600 SH   SOLE   8,600 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,210 56,800 SH   SOLE   56,800 0 0
EMERSON ELEC CO COM 291011104 7,492 119,725 SH   SOLE   119,725 0 0
ENDO INTL PLC SHS G30401106 417 6,100 SH   SOLE   6,100 0 0
ENERGIZER HLDGS INC COM 29266R108 924 7,500 SH   SOLE   7,500 0 0
ENGILITY HLDGS INC COM 29285W104 3,229 103,600 SH   SOLE   103,600 0 0
ENSCO PLC SHS CLASS A G3157S106 25,301 612,476 SH   SOLE   612,476 0 0
ENSIGN GROUP INC COM 29358P101 1,128 32,400 SH   SOLE   32,400 0 0
ENTERGY CORP NEW COM 29364G103 2,838 36,700 SH   SOLE   36,700 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 1,495 31,800 SH   SOLE   31,800 0 0
EVEREST RE GROUP LTD COM G3223R108 2,155 13,300 SH   SOLE   13,300 0 0
EXELIS INC COM 30162A108 2,524 152,600 SH   SOLE   152,600 0 0
EXELON CORP COM 30161N101 28,314 830,580 SH   SOLE   830,580 0 0
EXPEDIA INC DEL COM NEW 30212P303 7,053 80,500 SH   SOLE   80,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,606 36,900 SH   SOLE   36,900 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,686 32,700 SH   SOLE   32,700 0 0
EXXON MOBIL CORP COM 30231G102 70,770 752,475 SH   SOLE   752,475 0 0
FAIR ISAAC CORP COM 303250104 3,047 55,300 SH   SOLE   55,300 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 604 5,100 SH   SOLE   5,100 0 0
FEDERAL SIGNAL CORP COM 313855108 491 37,100 SH   SOLE   37,100 0 0
FEDEX CORP COM 31428X106 5,828 36,100 SH   SOLE   36,100 0 0
FIREEYE INC COM 31816Q101 1,583 51,800 SH   SOLE   51,800 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 3,790 235,569 SH   SOLE   235,569 0 0
FIRST NIAGARA FINL GP INC COM 33582V108 1,010 121,200 SH   SOLE   121,200 0 0
FIRSTENERGY CORP COM 337932107 3,293 98,096 SH   SOLE   98,096 0 0
FIRSTMERIT CORP COM 337915102 348 19,800 SH   SOLE   19,800 0 0
FLOTEK INDS INC DEL COM 343389102 2,573 98,700 SH   SOLE   98,700 0 0
FLUOR CORP NEW COM 343412102 1,964 29,400 SH   SOLE   29,400 0 0
F M C CORP COM NEW 302491303 4,632 81,000 SH   SOLE   81,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 7,892 533,620 SH   SOLE   533,620 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,203 53,600 SH   SOLE   53,600 0 0
FRANCESCAS HLDGS CORP COM 351793104 4,618 331,500 SH   SOLE   331,500 0 0
FRANKLIN RES INC COM 354613101 5,292 96,900 SH   SOLE   96,900 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,979 60,600 SH   SOLE   60,600 0 0
FTI CONSULTING INC COM 302941109 2,844 81,360 SH   SOLE   81,360 0 0
FULTON FINL CORP PA COM 360271100 515 46,500 SH   SOLE   46,500 0 0
FUTUREFUEL CORPORATION COM 36116M106 177 14,900 SH   SOLE   14,900 0 0
GENERAL DYNAMICS CORP COM 369550108 29,777 234,302 SH   SOLE   234,302 0 0
GENERAL ELECTRIC CO COM 369604103 50,948 1,988,598 SH   SOLE   1,988,598 0 0
GENERAL MTRS CO COM 37045V100 2,405 75,300 SH   SOLE   75,300 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 1,087 72,100 SH   SOLE   72,100 0 0
GENESEE & WYO INC CL A 371559105 1,515 15,900 SH   SOLE   15,900 0 0
GENTEX CORP COM 371901109 1,555 58,100 SH   SOLE   58,100 0 0
GEO GROUP INC NEW COM 36162J106 1,166 30,500 SH   SOLE   30,500 0 0
GILEAD SCIENCES INC COM 375558103 118,373 1,112,007 SH   SOLE   1,112,007 0 0
GLACIER BANCORP INC NEW COM 37637Q105 742 28,700 SH   SOLE   28,700 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 793 17,246 SH   SOLE   17,246 0 0
GLOBAL PMTS INC COM 37940X102 5,220 74,700 SH   SOLE   74,700 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 46,247 251,932 SH   SOLE   251,932 0 0
GOOGLE INC CL C 38259P706 51,161 88,612 SH   SOLE   88,612 0 0
GOOGLE INC CL A 38259P508 52,140 88,612 SH   SOLE   88,612 0 0
GREAT PLAINS ENERGY INC COM 391164100 114 4,700 SH   SOLE   4,700 0 0
GREEN PLAINS INC COM 393222104 580 15,500 SH   SOLE   15,500 0 0
GREENHILL & CO INC COM 395259104 4,440 95,500 SH   SOLE   95,500 0 0
GREIF INC CL A 397624107 74 1,700 SH   SOLE   1,700 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,985 27,300 SH   SOLE   27,300 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 320 29,572 SH   SOLE   29,572 0 0
GUESS INC COM 401617105 4,488 204,300 SH   SOLE   204,300 0 0
HALLIBURTON CO COM 406216101 3,567 55,300 SH   SOLE   55,300 0 0
HANOVER INS GROUP INC COM 410867105 264 4,300 SH   SOLE   4,300 0 0
HARTE-HANKS INC COM 416196103 1,461 229,300 SH   SOLE   229,300 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 512 19,300 SH   SOLE   19,300 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 166 3,600 SH   SOLE   3,600 0 0
HCC INS HLDGS INC COM 404132102 1,753 36,300 SH   SOLE   36,300 0 0
HEALTH NET INC COM 42222G108 9,157 198,600 SH   SOLE   198,600 0 0
HEARTLAND PMT SYS INC COM 42235N108 5,020 105,200 SH   SOLE   105,200 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 3,501 170,438 SH   SOLE   170,438 0 0
SCHEIN HENRY INC COM 806407102 489 4,200 SH   SOLE   4,200 0 0
HESS CORP COM 42809H107 14,300 151,614 SH   SOLE   151,614 0 0
HEWLETT PACKARD CO COM 428236103 3,153 88,900 SH   SOLE   88,900 0 0
HNI CORP COM 404251100 528 14,665 SH   SOLE   14,665 0 0
HOLLYFRONTIER CORP COM 436106108 1,603 36,700 SH   SOLE   36,700 0 0
HOLOGIC INC COM 436440101 742 30,500 SH   SOLE   30,500 0 0
HOME DEPOT INC COM 437076102 1,449 15,800 SH   SOLE   15,800 0 0
HONDA MOTOR LTD AMERN SHS 438128308 8,464 246,908 SH   SOLE   246,908 0 0
HONEYWELL INTL INC COM 438516106 7,645 82,100 SH   SOLE   82,100 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 569 21,200 SH   SOLE   21,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,482 69,500 SH   SOLE   69,500 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 148 2,907 SH   SOLE   2,907 0 0
HUBBELL INC CL B 443510201 1,241 10,300 SH   SOLE   10,300 0 0
HUMANA INC COM 444859102 5,694 43,700 SH   SOLE   43,700 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 219 2,100 SH   SOLE   2,100 0 0
IDEXX LABS INC COM 45168D104 318 2,700 SH   SOLE   2,700 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,309 15,500 SH   SOLE   15,500 0 0
INFINITY PPTY & CAS CORP COM 45665Q103 813 12,700 SH   SOLE   12,700 0 0
INGERSOLL-RAND PLC SHS G47791101 1,285 22,800 SH   SOLE   22,800 0 0
INGRAM MICRO INC CL A 457153104 774 30,000 SH   SOLE   30,000 0 0
INGREDION INC COM 457187102 3,600 47,500 SH   SOLE   47,500 0 0
INSPERITY INC COM 45778Q107 285 10,424 SH   SOLE   10,424 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,365 27,500 SH   SOLE   27,500 0 0
INTEL CORP COM 458140100 82,964 2,382,662 SH   SOLE   2,382,662 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 4,904 198,823 SH   SOLE   198,823 0 0
INTERPUBLIC GROUP COS INC COM 460690100 315 17,200 SH   SOLE   17,200 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 59,381 312,810 SH   SOLE   312,810 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 326 3,400 SH   SOLE   3,400 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 1,862 110,400 SH   SOLE   110,400 0 0
INTL PAPER CO COM 460146103 477 10,000 SH   SOLE   10,000 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 1,834 116,400 SH   SOLE   116,400 0 0
ITT CORP NEW COM NEW 450911201 3,083 68,600 SH   SOLE   68,600 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 298 69,500 SH   SOLE   69,500 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 4,199 86,000 SH   SOLE   86,000 0 0
PENNEY J C INC COM 708160106 2,993 298,100 SH   SOLE   298,100 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,041 37,000 SH   SOLE   37,000 0 0
JOHNSON & JOHNSON COM 478160104 44,871 420,966 SH   SOLE   420,966 0 0
JOHNSON CTLS INC COM 478366107 2,543 57,800 SH   SOLE   57,800 0 0
JONES LANG LASALLE INC COM 48020Q107 1,213 9,600 SH   SOLE   9,600 0 0
JPMORGAN CHASE & CO COM 46625H100 101,385 1,683,018 SH   SOLE   1,683,018 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,054 8,700 SH   SOLE   8,700 0 0
KATE SPADE & CO COM 485865109 837 31,900 SH   SOLE   31,900 0 0
KB HOME COM 48666K109 24,887 1,665,819 SH   SOLE   1,665,819 0 0
KELLOGG CO COM 487836108 2,507 40,700 SH   SOLE   40,700 0 0
KENNAMETAL INC COM 489170100 2,532 61,300 SH   SOLE   61,300 0 0
KLA-TENCOR CORP COM 482480100 709 9,000 SH   SOLE   9,000 0 0
KODIAK OIL & GAS CORP COM 50015Q100 6,750 497,400 SH   SOLE   497,400 0 0
KOHLS CORP COM 500255104 30,959 507,275 SH   SOLE   507,275 0 0
KOPPERS HOLDINGS INC COM 50060P106 149 4,500 SH   SOLE   4,500 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,102 19,537 SH   SOLE   19,537 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 981 55,100 SH   SOLE   55,100 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 916 7,700 SH   SOLE   7,700 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,368 33,100 SH   SOLE   33,100 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 870 25,400 SH   SOLE   25,400 0 0
LENNAR CORP CL A 526057104 65,157 1,678,007 SH   SOLE   1,678,007 0 0
LHC GROUP INC COM 50187A107 828 35,690 SH   SOLE   35,690 0 0
LILLY ELI & CO COM 532457108 31,601 487,296 SH   SOLE   487,296 0 0
LINCOLN NATL CORP IND COM 534187109 21,382 399,067 SH   SOLE   399,067 0 0
LINEAR TECHNOLOGY CORP COM 535678106 8,023 180,741 SH   SOLE   180,741 0 0
LOCKHEED MARTIN CORP COM 539830109 4,330 23,690 SH   SOLE   23,690 0 0
LOWES COS INC COM 548661107 47,048 889,032 SH   SOLE   889,032 0 0
LULULEMON ATHLETICA INC COM 550021109 2,836 67,500 SH   SOLE   67,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 18,645 171,588 SH   SOLE   171,588 0 0
M/I HOMES INC COM 55305B101 660 33,300 SH   SOLE   33,300 0 0
MACK CALI RLTY CORP COM 554489104 422 22,100 SH   SOLE   22,100 0 0
MANTECH INTL CORP CL A 564563104 3,754 139,300 SH   SOLE   139,300 0 0
MARATHON OIL CORP COM 565849106 8,319 221,300 SH   SOLE   221,300 0 0
MARCUS CORP COM 566330106 17 1,100 SH   SOLE   1,100 0 0
MASCO CORP COM 574599106 22,669 947,697 SH   SOLE   947,697 0 0
MASTERCARD INC CL A 57636Q104 444 6,000 SH   SOLE   6,000 0 0
MATTHEWS INTL CORP CL A 577128101 143 3,260 SH   SOLE   3,260 0 0
MCDONALDS CORP COM 580135101 19,133 201,800 SH   SOLE   201,800 0 0
MDU RES GROUP INC COM 552690109 690 24,800 SH   SOLE   24,800 0 0
MEDNAX INC COM 58502B106 2,291 41,800 SH   SOLE   41,800 0 0
MEDTRONIC INC COM 585055106 36,619 591,111 SH   SOLE   591,111 0 0
MENTOR GRAPHICS CORP COM 587200106 510 24,864 SH   SOLE   24,864 0 0
MERCK & CO INC NEW COM 58933Y105 16,444 277,395 SH   SOLE   277,395 0 0
MERCURY GENL CORP NEW COM 589400100 59 1,207 SH   SOLE   1,207 0 0
MERITAGE HOMES CORP COM 59001A102 25,628 721,928 SH   SOLE   721,928 0 0
METLIFE INC COM 59156R108 64,993 1,209,846 SH   SOLE   1,209,846 0 0
MICROSOFT CORP COM 594918104 159,612 3,442,878 SH   SOLE   3,442,878 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 2,110 186,099 SH   SOLE   186,099 0 0
MONDELEZ INTL INC CL A 609207105 5,595 163,298 SH   SOLE   163,298 0 0
MORGAN STANLEY COM NEW 617446448 35,166 1,017,230 SH   SOLE   1,017,230 0 0
MOSAIC CO NEW COM 61945C103 666 15,000 SH   SOLE   15,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 639 10,100 SH   SOLE   10,100 0 0
MOVADO GROUP INC COM 624580106 539 16,300 SH   SOLE   16,300 0 0
NASDAQ OMX GROUP INC COM 631103108 1,760 41,500 SH   SOLE   41,500 0 0
NATIONAL PRESTO INDS INC COM 637215104 3,042 50,100 SH   SOLE   50,100 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,332 17,500 SH   SOLE   17,500 0 0
NAVIGANT CONSULTING INC COM 63935N107 323 23,200 SH   SOLE   23,200 0 0
NCR CORP NEW COM 62886E108 972 29,100 SH   SOLE   29,100 0 0
NESTLE S A SPONSORED ADR 641069406 703 9,546 SH   SOLE   9,546 0 0
NETAPP INC COM 64110D104 662 15,400 SH   SOLE   15,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 2,015 127,000 SH   SOLE   127,000 0 0
NEWFIELD EXPL CO COM 651290108 48,492 1,308,108 SH   SOLE   1,308,108 0 0
NEWMARKET CORP COM 651587107 305 800 SH   SOLE   800 0 0
NOBLE CORP PLC SHS USD G65431101 2,964 133,400 SH   SOLE   133,400 0 0
NOBLE ENERGY INC COM 655044105 7,116 104,100 SH   SOLE   104,100 0 0
NORDSTROM INC COM 655664100 704 10,300 SH   SOLE   10,300 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,517 58,400 SH   SOLE   58,400 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 5,714 401,800 SH   SOLE   401,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,779 13,500 SH   SOLE   13,500 0 0
NUCOR CORP COM 670346105 17,835 328,569 SH   SOLE   328,569 0 0
NVR INC COM 62944T105 22,813 20,188 SH   SOLE   20,188 0 0
OASIS PETE INC NEW COM 674215108 11,970 286,284 SH   SOLE   286,284 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,154 12,000 SH   SOLE   12,000 0 0
OGE ENERGY CORP COM 670837103 1,091 29,400 SH   SOLE   29,400 0 0
OLYMPIC STEEL INC COM 68162K106 856 41,631 SH   SOLE   41,631 0 0
OM GROUP INC COM 670872100 607 23,400 SH   SOLE   23,400 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 496 14,500 SH   SOLE   14,500 0 0
OMNICOM GROUP INC COM 681919106 1,295 18,800 SH   SOLE   18,800 0 0
ORACLE CORP COM 68389X105 52,644 1,375,238 SH   SOLE   1,375,238 0 0
ORION MARINE GROUP INC COM 68628V308 2,420 242,500 SH   SOLE   242,500 0 0
OSHKOSH CORP COM 688239201 3,594 81,400 SH   SOLE   81,400 0 0
OWENS & MINOR INC NEW COM 690732102 1,215 37,100 SH   SOLE   37,100 0 0
OWENS ILL INC COM NEW 690768403 1,639 62,900 SH   SOLE   62,900 0 0
PACCAR INC COM 693718108 2,344 41,220 SH   SOLE   41,220 0 0
PACWEST BANCORP DEL COM 695263103 709 17,200 SH   SOLE   17,200 0 0
PANERA BREAD CO CL A 69840W108 1,172 7,200 SH   SOLE   7,200 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 243 39,533 SH   SOLE   39,533 0 0
PARKER HANNIFIN CORP COM 701094104 3,915 34,300 SH   SOLE   34,300 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,370 42,100 SH   SOLE   42,100 0 0
PAYCHEX INC COM 704326107 11,301 255,678 SH   SOLE   255,678 0 0
PDC ENERGY INC COM 69327R101 312 6,200 SH   SOLE   6,200 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 973 48,800 SH   SOLE   48,800 0 0
PEPSICO INC COM 713448108 78,814 846,644 SH   SOLE   846,644 0 0
ELLIS PERRY INTL INC COM 288853104 104 5,100 SH   SOLE   5,100 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 986 66,200 SH   SOLE   66,200 0 0
PFIZER INC COM 717081103 103,815 3,510,806 SH   SOLE   3,510,806 0 0
PG&E CORP COM 69331C108 86 1,900 SH   SOLE   1,900 0 0
PHILIP MORRIS INTL INC COM 718172109 47,425 568,650 SH   SOLE   568,650 0 0
PIONEER ENERGY SVCS CORP COM 723664108 207 14,800 SH   SOLE   14,800 0 0
PLUM CREEK TIMBER CO INC COM 729251108 538 13,800 SH   SOLE   13,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 7,766 90,740 SH   SOLE   90,740 0 0
PNM RES INC COM 69349H107 638 25,600 SH   SOLE   25,600 0 0
POLYCOM INC COM 73172K104 946 77,000 SH   SOLE   77,000 0 0
POOL CORPORATION COM 73278L105 647 12,000 SH   SOLE   12,000 0 0
POST PPTYS INC COM 737464107 929 18,100 SH   SOLE   18,100 0 0
PPG INDS INC COM 693506107 1,476 7,500 SH   SOLE   7,500 0 0
PPL CORP COM 69351T106 10,349 315,120 SH   SOLE   315,120 0 0
PRAXAIR INC COM 74005P104 1,677 13,000 SH   SOLE   13,000 0 0
PRECISION CASTPARTS CORP COM 740189105 379 1,600 SH   SOLE   1,600 0 0
PRICELINE GRP INC COM NEW 741503403 1,761 1,520 SH   SOLE   1,520 0 0
PRIVATEBANCORP INC COM 742962103 1,259 42,100 SH   SOLE   42,100 0 0
PROCTER & GAMBLE CO COM 742718109 50,778 606,373 SH   SOLE   606,373 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,173 46,400 SH   SOLE   46,400 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,830 67,000 SH   SOLE   67,000 0 0
PROTECTIVE LIFE CORP COM 743674103 2,700 38,900 SH   SOLE   38,900 0 0
PRUDENTIAL FINL INC COM 744320102 4,933 56,100 SH   SOLE   56,100 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 2,528 33,200 SH   SOLE   33,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 350 9,400 SH   SOLE   9,400 0 0
PULTE GROUP INC COM 745867101 10,657 603,444 SH   SOLE   603,444 0 0
PVH CORP COM 693656100 424 3,500 SH   SOLE   3,500 0 0
QEP RES INC COM 74733V100 2,472 80,300 SH   SOLE   80,300 0 0
QUALCOMM INC COM 747525103 9,832 131,500 SH   SOLE   131,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 631 10,400 SH   SOLE   10,400 0 0
QUESTAR CORP COM 748356102 533 23,900 SH   SOLE   23,900 0 0
RACKSPACE HOSTING INC COM 750086100 3,082 94,700 SH   SOLE   94,700 0 0
RALPH LAUREN CORP CL A 751212101 988 6,000 SH   SOLE   6,000 0 0
RAYTHEON CO COM NEW 755111507 5,456 53,690 SH   SOLE   53,690 0 0
REALTY INCOME CORP COM 756109104 771 18,900 SH   SOLE   18,900 0 0
REGAL BELOIT CORP COM 758750103 154 2,400 SH   SOLE   2,400 0 0
REGENCY CTRS CORP COM 758849103 323 6,000 SH   SOLE   6,000 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 6,915 86,300 SH   SOLE   86,300 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 18,090 264,470 SH   SOLE   264,470 0 0
RENT A CTR INC NEW COM 76009N100 789 26,000 SH   SOLE   26,000 0 0
REPLIGEN CORP COM 759916109 1,929 96,900 SH   SOLE   96,900 0 0
RESMED INC COM 761152107 493 10,000 SH   SOLE   10,000 0 0
RESOURCES CONNECTION INC COM 76122Q105 1,844 132,286 SH   SOLE   132,286 0 0
RF MICRODEVICES INC COM 749941100 417 36,100 SH   SOLE   36,100 0 0
RIVERBED TECHNOLOGY INC COM 768573107 3,679 198,400 SH   SOLE   198,400 0 0
ROCK-TENN CO CL A 772739207 190 4,000 SH   SOLE   4,000 0 0
ROCKWELL COLLINS INC COM 774341101 3,674 46,800 SH   SOLE   46,800 0 0
ROSETTA RESOURCES INC COM 777779307 98 2,200 SH   SOLE   2,200 0 0
ROVI CORP COM 779376102 4,316 218,600 SH   SOLE   218,600 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 498 6,300 SH   SOLE   6,300 0 0
RPM INTL INC COM 749685103 531 11,600 SH   SOLE   11,600 0 0
RYLAND GROUP INC COM 783764103 1,233 37,100 SH   SOLE   37,100 0 0
SALIX PHARMACEUTICALS INC COM 795435106 797 5,100 SH   SOLE   5,100 0 0
SANOFI SPONSORED ADR 80105N105 1,821 32,277 SH   SOLE   32,277 0 0
SCHLUMBERGER LTD COM 806857108 40,844 401,648 SH   SOLE   401,648 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 545 12,328 SH   SOLE   12,328 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,310 57,800 SH   SOLE   57,800 0 0
SEATTLE GENETICS INC COM 812578102 1,573 42,300 SH   SOLE   42,300 0 0
SELECT COMFORT CORP COM 81616X103 1,259 60,200 SH   SOLE   60,200 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 152 2,900 SH   SOLE   2,900 0 0
SEVENTY SEVEN ENERGY INC COM 818097107 195 8,214 SH   SOLE   8,214 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 784 7,000 SH   SOLE   7,000 0 0
SL GREEN RLTY CORP COM 78440X101 1,023 10,100 SH   SOLE   10,100 0 0
SM ENERGY CO COM 78454L100 1,607 20,600 SH   SOLE   20,600 0 0
SOLARWINDS INC COM 83416B109 736 17,500 SH   SOLE   17,500 0 0
SONIC CORP COM 835451105 150 6,700 SH   SOLE   6,700 0 0
SOTHEBYS COM 835898107 435 12,183 SH   SOLE   12,183 0 0
SOUTHERN CO COM 842587107 323 7,410 SH   SOLE   7,410 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,441 41,237 SH   SOLE   41,237 0 0
SPARTANNASH CO COM 847215100 4,257 218,872 SH   SOLE   218,872 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 372 1,890 SH   SOLE   1,890 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 488 59,900 SH   SOLE   59,900 0 0
SPOK HLDGS INC COM 84863T106 154 11,800 SH   SOLE   11,800 0 0
ST JUDE MED INC COM 790849103 2,141 35,600 SH   SOLE   35,600 0 0
STAMPS COM INC COM NEW 852857200 128 4,020 SH   SOLE   4,020 0 0
STANCORP FINL GROUP INC COM 852891100 480 7,600 SH   SOLE   7,600 0 0
STANDARD PAC CORP NEW COM 85375C101 120 16,000 SH   SOLE   16,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,949 67,000 SH   SOLE   67,000 0 0
STAPLES INC COM 855030102 28,533 2,358,092 SH   SOLE   2,358,092 0 0
STATE STR CORP COM 857477103 2,779 37,750 SH   SOLE   37,750 0 0
STEEL DYNAMICS INC COM 858119100 5,171 228,700 SH   SOLE   228,700 0 0
STERLING BANCORP DEL COM 85917A100 1,907 149,100 SH   SOLE   149,100 0 0
STRAYER ED INC COM 863236105 551 9,200 SH   SOLE   9,200 0 0
SUNCOKE ENERGY INC COM 86722A103 391 17,400 SH   SOLE   17,400 0 0
SUNCOR ENERGY INC NEW COM B3NB0P5 13,391 370,425 SH   SOLE   370,425 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,057 93,000 SH   SOLE   93,000 0 0
SUPERIOR INDS INTL INC COM 868168105 508 28,991 SH   SOLE   28,991 0 0
SURMODICS INC COM 868873100 1,099 60,535 SH   SOLE   60,535 0 0
SYMANTEC CORP COM 871503108 524 22,300 SH   SOLE   22,300 0 0
SYNAPTICS INC COM 87157D109 1,362 18,600 SH   SOLE   18,600 0 0
SYSCO CORP COM 871829107 29,214 769,792 SH   SOLE   769,792 0 0
TARGET CORP COM 87612E106 130,476 2,081,617 SH   SOLE   2,081,617 0 0
TAUBMAN CTRS INC COM 876664103 350 4,800 SH   SOLE   4,800 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 1,024 63,115 SH   SOLE   63,115 0 0
TCF FINL CORP COM 872275102 3,606 232,200 SH   SOLE   232,200 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,465 26,500 SH   SOLE   26,500 0 0
TECO ENERGY INC COM 872375100 587 33,800 SH   SOLE   33,800 0 0
TELEFLEX INC COM 879369106 1,901 18,100 SH   SOLE   18,100 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,707 66,000 SH   SOLE   66,000 0 0
TETRA TECH INC NEW COM 88162G103 3,565 142,700 SH   SOLE   142,700 0 0
TEXAS INSTRS INC COM 882508104 41,742 875,280 SH   SOLE   875,280 0 0
TEXTRON INC COM 883203101 2,127 59,100 SH   SOLE   59,100 0 0
THOR INDS INC COM 885160101 4,599 89,300 SH   SOLE   89,300 0 0
TIDEWATER INC COM 886423102 234 6,000 SH   SOLE   6,000 0 0
TIME INC NEW COM 887228104 313 13,375 SH   SOLE   13,375 0 0
TIME WARNER CABLE INC COM 88732J207 5,223 36,400 SH   SOLE   36,400 0 0
TIME WARNER INC COM NEW 887317303 8,198 109,000 SH   SOLE   109,000 0 0
TIMKEN CO COM 887389104 666 15,700 SH   SOLE   15,700 0 0
TIMKENSTEEL CORP COM 887399103 172 3,700 SH   SOLE   3,700 0 0
TITAN INTL INC ILL COM 88830M102 1,182 100,000 SH   SOLE   100,000 0 0
TOLL BROTHERS INC COM 889478103 31,602 1,014,169 SH   SOLE   1,014,169 0 0
TOWERS WATSON & CO CL A 891894107 647 6,500 SH   SOLE   6,500 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 487 4,140 SH   SOLE   4,140 0 0
TRANSOCEAN LTD REG SHS H8817H100 15,866 496,265 SH   SOLE   496,265 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,527 26,900 SH   SOLE   26,900 0 0
TRIMBLE NAVIGATION LTD COM 896239100 1,827 59,900 SH   SOLE   59,900 0 0
UGI CORP NEW COM 902681105 1,999 58,650 SH   SOLE   58,650 0 0
UIL HLDG CORP COM 902748102 400 11,300 SH   SOLE   11,300 0 0
UNILEVER N V N Y SHS NEW 904784709 2,012 50,700 SH   SOLE   50,700 0 0
UNION PAC CORP COM 907818108 33,096 305,260 SH   SOLE   305,260 0 0
UNITED PARCEL SERVICE INC CL B 911312106 10,944 111,341 SH   SOLE   111,341 0 0
UNITED TECHNOLOGIES CORP COM 913017109 10,671 101,050 SH   SOLE   101,050 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,091 31,800 SH   SOLE   31,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 88,881 1,030,504 SH   SOLE   1,030,504 0 0
UNIVERSAL FST PRODS INC COM 913543104 730 17,100 SH   SOLE   17,100 0 0
UNIVERSAL CORP VA COM 913456109 2,752 62,000 SH   SOLE   62,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 155 16,529 SH   SOLE   16,529 0 0
UNUM GROUP COM 91529Y106 4,610 134,100 SH   SOLE   134,100 0 0
URBAN OUTFITTERS INC COM 917047102 6,360 173,300 SH   SOLE   173,300 0 0
US BANCORP DEL COM NEW 902973304 73,825 1,764,893 SH   SOLE   1,764,893 0 0
VALLEY NATL BANCORP COM 919794107 3,326 343,200 SH   SOLE   343,200 0 0
VALSPAR CORP COM 920355104 569 7,200 SH   SOLE   7,200 0 0
VCA INC COM 918194101 2,077 52,797 SH   SOLE   52,797 0 0
VECTREN CORP COM 92240G101 439 11,000 SH   SOLE   11,000 0 0
VECTRUS INC COM 92242T101 166 8,477 SH   SOLE   8,477 0 0
VEECO INSTRS INC DEL COM 922417100 2,380 68,100 SH   SOLE   68,100 0 0
VERIFONE SYS INC COM 92342Y109 5,721 166,400 SH   SOLE   166,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 40,596 812,092 SH   SOLE   812,092 0 0
VIACOM INC NEW CL B 92553P201 13,352 173,542 SH   SOLE   173,542 0 0
VISA INC COM CL A 92826C839 9,239 43,300 SH   SOLE   43,300 0 0
VORNADO RLTY TR SH BEN INT 929042109 243 2,426 SH   SOLE   2,426 0 0
WADDELL & REED FINL INC CL A 930059100 3,918 75,800 SH   SOLE   75,800 0 0
WAL-MART STORES INC COM 931142103 102,208 1,336,581 SH   SOLE   1,336,581 0 0
WALGREEN CO COM 931422109 5,272 88,950 SH   SOLE   88,950 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 5,479 90,800 SH   SOLE   90,800 0 0
WELLPOINT INC COM 94973V107 40,451 338,166 SH   SOLE   338,166 0 0
WELLS FARGO & CO NEW COM 949746101 121,910 2,350,293 SH   SOLE   2,350,293 0 0
WESTAMERICA BANCORPORATION COM 957090103 721 15,500 SH   SOLE   15,500 0 0
WESTERN DIGITAL CORP COM 958102105 973 10,000 SH   SOLE   10,000 0 0
WESTERN UN CO COM 959802109 20,478 1,276,683 SH   SOLE   1,276,683 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 355 33,800 SH   SOLE   33,800 0 0
WEX INC COM 96208T104 574 5,200 SH   SOLE   5,200 0 0
WINNEBAGO INDS INC COM 974637100 1,776 81,600 SH   SOLE   81,600 0 0
WOODWARD INC COM 980745103 205 4,300 SH   SOLE   4,300 0 0
XCEL ENERGY INC COM 98389B100 328 10,800 SH   SOLE   10,800 0 0
XILINX INC COM 983919101 1,876 44,300 SH   SOLE   44,300 0 0
YUM BRANDS INC COM 988498101 1,360 18,900 SH   SOLE   18,900 0 0
ZIMMER HLDGS INC COM 98956P102 1,910 19,000 SH   SOLE   19,000 0 0
ZOETIS INC CL A 98978V103 12,950 350,485 SH   SOLE   350,485 0 0