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
21VIANET GROUP INC SPONSORED ADR 90138A103 521 51,000 SH   SOLE   51,000 0 0
3M CO COM 88579Y101 39,093 223,237 SH   SOLE   223,237 0 0
ABERCROMBIE & FITCH CO CL A 002896207 2,173 122,034 SH   SOLE   122,034 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,673 58,901 SH   SOLE   58,901 0 0
ACTIVISION BLIZZARD INC COM 00507V109 49,686 1,253,748 SH   SOLE   1,253,748 0 0
ACUITY BRANDS INC COM 00508Y102 13,564 54,704 SH   SOLE   54,704 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,408 27,270 SH   SOLE   27,270 0 0
AFLAC INC COM 001055102 7,978 110,554 SH   SOLE   110,554 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,358 53,167 SH   SOLE   53,167 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,932 70,304 SH   SOLE   70,304 0 0
ALBEMARLE CORP COM 012653101 13,182 166,207 SH   SOLE   166,207 0 0
ALLSTATE CORP COM 020002101 14,759 211,000 SH   SOLE   211,000 0 0
ALTRIA GROUP INC COM 02209S103 2,212 32,071 SH   SOLE   32,071 0 0
AMAZON COM INC COM 023135106 81,599 114,026 SH   SOLE   114,026 0 0
AMEREN CORP COM 023608102 3,422 63,859 SH   SOLE   63,859 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 228 11,500 SH   SOLE   11,500 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 392 24,600 SH   SOLE   24,600 0 0
AMERICAN ELEC PWR INC COM 025537101 2,296 32,757 SH   SOLE   32,757 0 0
AMERICAN TOWER CORP NEW COM 03027X100 27,060 238,179 SH   SOLE   238,179 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,408 25,878 SH   SOLE   25,878 0 0
ANNALY CAP MGMT INC COM 035710409 5,713 516,094 SH   SOLE   516,094 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 437 9,900 SH   SOLE   9,900 0 0
APPLIED MATLS INC COM 038222105 54,446 2,271,421 SH   SOLE   2,271,421 0 0
ASHLAND INC NEW COM 044209104 1,047 9,123 SH   SOLE   9,123 0 0
ATWOOD OCEANICS INC COM 050095108 192 15,364 SH   SOLE   15,364 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 5,043 54,890 SH   SOLE   54,890 0 0
AUTOZONE INC COM 053332102 33,765 42,534 SH   SOLE   42,534 0 0
AVERY DENNISON CORP COM 053611109 974 13,035 SH   SOLE   13,035 0 0
AVIS BUDGET GROUP COM 053774105 1,199 37,189 SH   SOLE   37,189 0 0
AXIALL CORP COM 05463D100 2,148 65,871 SH   SOLE   65,871 0 0
BANK AMER CORP COM 060505104 10,535 793,867 SH   SOLE   793,867 0 0
BARCLAYS PLC ADR 06738E204 178 23,431 SH   SOLE   23,431 0 0
BARD C R INC COM 067383109 3,257 13,851 SH   SOLE   13,851 0 0
BECTON DICKINSON & CO COM 075887109 4,309 25,407 SH   SOLE   25,407 0 0
BED BATH & BEYOND INC COM 075896100 9,817 227,146 SH   SOLE   227,146 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,607 11,100 SH   SOLE   11,100 0 0
BIG LOTS INC COM 089302103 10,205 203,650 SH   SOLE   203,650 0 0
BLACKROCK INC COM 09247X101 1,250 3,648 SH   SOLE   3,648 0 0
BOSTON PROPERTIES INC COM 101121101 2,331 17,674 SH   SOLE   17,674 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18,551 793,809 SH   SOLE   793,809 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 69,351 942,911 SH   SOLE   942,911 0 0
BROADCOM LTD SHS y09827109 49,225 316,764 SH   SOLE   316,764 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 649 9,952 SH   SOLE   9,952 0 0
BROWN FORMAN CORP CL B 115637209 1,587 15,911 SH   SOLE   15,911 0 0
BURLINGTON STORES INC COM 122017106 9,841 147,521 SH   SOLE   147,521 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,039 67,862 SH   SOLE   67,862 0 0
CA INC COM 12673P105 3,954 120,436 SH   SOLE   120,436 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,388 139,426 SH   SOLE   139,426 0 0
CDK GLOBAL INC COM 12508E101 1,508 27,169 SH   SOLE   27,169 0 0
CERNER CORP COM 156782104 1,842 31,433 SH   SOLE   31,433 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,288 87,551 SH   SOLE   87,551 0 0
CHEVRON CORP NEW COM 166764100 104,788 999,603 SH   SOLE   999,603 0 0
CHUBB LIMITED COM H1467J104 14,704 112,493 SH   SOLE   112,493 0 0
CHURCH & DWIGHT INC COM 171340102 7,310 71,050 SH   SOLE   71,050 0 0
CIRRUS LOGIC INC COM 172755100 549 14,163 SH   SOLE   14,163 0 0
CISCO SYS INC COM 17275R102 31,475 1,097,074 SH   SOLE   1,097,074 0 0
CLOROX CO DEL COM 189054109 12,290 88,808 SH   SOLE   88,808 0 0
COACH INC COM 189754104 2,311 56,729 SH   SOLE   56,729 0 0
COCA COLA CO COM 191216100 11,999 264,698 SH   SOLE   264,698 0 0
COLGATE PALMOLIVE CO COM 194162103 1,435 19,600 SH   SOLE   19,600 0 0
COMCAST CORP NEW CL A 20030N101 15,483 237,508 SH   SOLE   237,508 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 786 27,200 SH   SOLE   27,200 0 0
COMPUTER SCIENCES CORP COM 205363104 15,543 313,047 SH   SOLE   313,047 0 0
CONSOL ENERGY INC COM 20854P109 174 10,800 SH   SOLE   10,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 24,918 150,655 SH   SOLE   150,655 0 0
COSTCO WHSL CORP NEW COM 22160K105 55,026 350,394 SH   SOLE   350,394 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 4,058 23,668 SH   SOLE   23,668 0 0
CREDICORP LTD COM G2519Y108 2,722 17,637 SH   SOLE   17,637 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 1,389 129,853 SH   SOLE   129,853 0 0
CST BRANDS INC COM 12646R105 2,364 54,879 SH   SOLE   54,879 0 0
CVS HEALTH CORP COM 126650100 52,893 552,461 SH   SOLE   552,461 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,063 100,750 SH   SOLE   100,750 0 0
DARDEN RESTAURANTS INC COM 237194105 2,032 32,081 SH   SOLE   32,081 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 8,588 183,540 SH   SOLE   183,540 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 939 12,138 SH   SOLE   12,138 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,793 680,576 SH   SOLE   680,576 0 0
DENTSPLY SIRONA INC COM 24906P109 5,899 95,080 SH   SOLE   95,080 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 2,515 183,193 SH   SOLE   183,193 0 0
DIAMOND RESORTS INTL INC COM 25272T104 6,520 217,623 SH   SOLE   217,623 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,931 32,137 SH   SOLE   32,137 0 0
DISCOVER FINL SVCS COM 254709108 1,505 28,078 SH   SOLE   28,078 0 0
DOLLAR GEN CORP NEW COM 256677105 33,784 359,400 SH   SOLE   359,400 0 0
DOLLAR TREE INC COM 256746108 26,865 285,071 SH   SOLE   285,071 0 0
DOW CHEM CO COM 260543103 6,951 139,826 SH   SOLE   139,826 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 9,163 94,823 SH   SOLE   94,823 0 0
DTE ENERGY CO COM 233331107 4,664 47,059 SH   SOLE   47,059 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 24,382 284,201 SH   SOLE   284,201 0 0
DYCOM INDS INC COM 267475101 6,372 70,991 SH   SOLE   70,991 0 0
EDISON INTL COM 281020107 4,806 61,881 SH   SOLE   61,881 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 22,626 226,873 SH   SOLE   226,873 0 0
ELECTRONIC ARTS INC COM 285512109 35,412 467,429 SH   SOLE   467,429 0 0
ENDO INTL PLC SHS G30401106 11,591 743,491 SH   SOLE   743,491 0 0
ENTERGY CORP NEW COM 29364G103 9,377 115,266 SH   SOLE   115,266 0 0
EVEREST RE GROUP LTD COM G3223R108 496 2,718 SH   SOLE   2,718 0 0
EVERSOURCE ENERGY COM 30040W108 3,858 64,411 SH   SOLE   64,411 0 0
EXELIXIS INC COM 30161Q104 1,232 157,757 SH   SOLE   157,757 0 0
EXELON CORP COM 30161N101 13,774 378,834 SH   SOLE   378,834 0 0
EXPEDITORS INTL WASH INC COM 302130109 235 4,800 SH   SOLE   4,800 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,281 16,900 SH   SOLE   16,900 0 0
EXXON MOBIL CORP COM 30231G102 53,969 575,731 SH   SOLE   575,731 0 0
FACEBOOK INC CL A 30303M102 55,854 488,749 SH   SOLE   488,749 0 0
FASTENAL CO COM 311900104 15,484 348,807 SH   SOLE   348,807 0 0
FEI CO COM 30241L109 2,463 23,043 SH   SOLE   23,043 0 0
FINISAR CORP COM NEW 31787A507 1,014 57,903 SH   SOLE   57,903 0 0
FINISH LINE INC CL A 317923100 1,794 88,871 SH   SOLE   88,871 0 0
FIRST HORIZON NATL CORP COM 320517105 425 30,855 SH   SOLE   30,855 0 0
FIRST SOLAR INC COM 336433107 3,759 77,546 SH   SOLE   77,546 0 0
FISERV INC COM 337738108 12,896 118,610 SH   SOLE   118,610 0 0
FIVE BELOW INC COM 33829M101 1,020 21,975 SH   SOLE   21,975 0 0
FOOT LOCKER INC COM 344849104 9,160 166,967 SH   SOLE   166,967 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,361 23,486 SH   SOLE   23,486 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 1,010 29,300 SH   SOLE   29,300 0 0
GENERAL ELECTRIC CO COM 369604103 55,442 1,761,173 SH   SOLE   1,761,173 0 0
GIGAMON INC COM 37518B102 951 25,424 SH   SOLE   25,424 0 0
GLOBAL PMTS INC COM 37940X102 12,615 176,737 SH   SOLE   176,737 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,525 10,262 SH   SOLE   10,262 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 724 27,790 SH   SOLE   27,790 0 0
HASBRO INC COM 418056107 11,017 131,173 SH   SOLE   131,173 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,418 40,726 SH   SOLE   40,726 0 0
HELMERICH & PAYNE INC COM 423452101 8,231 122,613 SH   SOLE   122,613 0 0
HERBALIFE LTD COM USD SHS G4412G101 5,175 88,422 SH   SOLE   88,422 0 0
HOME DEPOT INC COM 437076102 43,824 343,209 SH   SOLE   343,209 0 0
HONEYWELL INTL INC COM 438516106 48,076 413,312 SH   SOLE   413,312 0 0
HORIZON PHARMA PLC SHS G4617B105 645 39,175 SH   SOLE   39,175 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 639 20,400 SH   SOLE   20,400 0 0
ILLINOIS TOOL WKS INC COM 452308109 19,918 191,229 SH   SOLE   191,229 0 0
IMPERVA INC COM 45321L100 273 6,345 SH   SOLE   6,345 0 0
INCYTE CORP COM 45337C102 560 7,000 SH   SOLE   7,000 0 0
INGRAM MICRO INC CL A 457153104 1,508 43,368 SH   SOLE   43,368 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 18,441 72,045 SH   SOLE   72,045 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,505 11,935 SH   SOLE   11,935 0 0
INTERPUBLIC GROUP COS INC COM 460690100 7,653 331,318 SH   SOLE   331,318 0 0
INTUIT COM 461202103 2,901 25,996 SH   SOLE   25,996 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 28,636 43,296 SH   SOLE   43,296 0 0
IRON MTN INC NEW COM 46284V101 1,194 29,984 SH   SOLE   29,984 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 792 15,910 SH   SOLE   15,910 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,957 118,149 SH   SOLE   118,149 0 0
JOHNSON & JOHNSON COM 478160104 51,906 427,915 SH   SOLE   427,915 0 0
JPMORGAN CHASE & CO COM 46625H100 265 4,264 SH   SOLE   4,264 0 0
KELLOGG CO COM 487836108 4,287 52,507 SH   SOLE   52,507 0 0
KIMBERLY CLARK CORP COM 494368103 3,322 24,165 SH   SOLE   24,165 0 0
KINDER MORGAN INC DEL COM 49456B101 2,900 154,900 SH   SOLE   154,900 0 0
KRAFT HEINZ CO COM 500754106 6,914 78,138 SH   SOLE   78,138 0 0
KROGER CO COM 501044101 36,701 997,583 SH   SOLE   997,583 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 10,846 73,936 SH   SOLE   73,936 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 455 3,492 SH   SOLE   3,492 0 0
LAM RESEARCH CORP COM 512807108 11,190 133,115 SH   SOLE   133,115 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 281 11,925 SH   SOLE   11,925 0 0
LENNAR CORP CL A 526057104 263 5,700 SH   SOLE   5,700 0 0
LENNOX INTL INC COM 526107107 2,194 15,388 SH   SOLE   15,388 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 5,336 44,743 SH   SOLE   44,743 0 0
LILLY ELI & CO COM 532457108 6,285 79,812 SH   SOLE   79,812 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 1,335 66,010 SH   SOLE   66,010 0 0
LOCKHEED MARTIN CORP COM 539830109 29,874 120,379 SH   SOLE   120,379 0 0
LOWES COS INC COM 548661107 26,931 340,172 SH   SOLE   340,172 0 0
LULULEMON ATHLETICA INC COM 550021109 19,880 269,153 SH   SOLE   269,153 0 0
MANPOWERGROUP INC COM 56418H100 1,589 24,699 SH   SOLE   24,699 0 0
MARKETAXESS HLDGS INC COM 57060D108 640 4,400 SH   SOLE   4,400 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,942 10,112 SH   SOLE   10,112 0 0
MASCO CORP COM 574599106 10,311 333,250 SH   SOLE   333,250 0 0
MATTEL INC COM 577081102 6,075 194,145 SH   SOLE   194,145 0 0
MCDONALDS CORP COM 580135101 102,357 850,568 SH   SOLE   850,568 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 2,871 31,641 SH   SOLE   31,641 0 0
MEDIVATION INC COM 58501N101 11,483 190,439 SH   SOLE   190,439 0 0
MEDNAX INC COM 58502B106 3,299 45,546 SH   SOLE   45,546 0 0
MEDTRONIC PLC SHS G5960L103 71,149 819,972 SH   SOLE   819,972 0 0
MERCADOLIBRE INC COM 58733R102 899 6,394 SH   SOLE   6,394 0 0
MERCK & CO INC COM 58933Y105 18,059 313,465 SH   SOLE   313,465 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,626 4,455 SH   SOLE   4,455 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,969 117,594 SH   SOLE   117,594 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 922 111,293 SH   SOLE   111,293 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 4,405 95,468 SH   SOLE   95,468 0 0
MOLSON COORS BREWING CO CL B 60871R209 23,426 231,642 SH   SOLE   231,642 0 0
MONSANTO CO NEW COM 61166W101 31,350 303,160 SH   SOLE   303,160 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 15,415 95,920 SH   SOLE   95,920 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 14,023 212,559 SH   SOLE   212,559 0 0
MSC INDL DIRECT INC CL A 553530106 1,200 17,011 SH   SOLE   17,011 0 0
NASDAQ INC COM 631103108 2,134 33,001 SH   SOLE   33,001 0 0
NETEASE INC SPONSORED ADR 64110W102 15,608 80,776 SH   SOLE   80,776 0 0
NEVRO CORP COM 64157F103 5,223 70,816 SH   SOLE   70,816 0 0
NEWELL BRANDS INC COM 651229106 573 11,790 SH   SOLE   11,790 0 0
NEXTERA ENERGY INC COM 65339F101 24,676 189,236 SH   SOLE   189,236 0 0
NIKE INC CL B 654106103 93,172 1,687,906 SH   SOLE   1,687,906 0 0
NORTHROP GRUMMAN CORP COM 666807102 23,531 105,862 SH   SOLE   105,862 0 0
NVIDIA CORP COM 67066G104 48,937 1,040,997 SH   SOLE   1,040,997 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 11,583 42,725 SH   SOLE   42,725 0 0
OMNICOM GROUP INC COM 681919106 14,524 178,231 SH   SOLE   178,231 0 0
PANERA BREAD CO CL A 69840W108 12,028 56,750 SH   SOLE   56,750 0 0
PARSLEY ENERGY INC CL A 701877102 2,264 83,655 SH   SOLE   83,655 0 0
PATTERSON UTI ENERGY INC COM 703481101 10,015 469,744 SH   SOLE   469,744 0 0
PAYCHEX INC COM 704326107 7,839 131,753 SH   SOLE   131,753 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 378 14,403 SH   SOLE   14,403 0 0
PEPSICO INC COM 713448108 31,601 298,296 SH   SOLE   298,296 0 0
PFIZER INC COM 717081103 5,394 153,204 SH   SOLE   153,204 0 0
PG&E CORP COM 69331C108 18,967 296,729 SH   SOLE   296,729 0 0
PHILIP MORRIS INTL INC COM 718172109 39,672 390,007 SH   SOLE   390,007 0 0
PINNACLE FOODS INC DEL COM 72348P104 902 19,480 SH   SOLE   19,480 0 0
PIONEER NAT RES CO COM 723787107 2,746 18,161 SH   SOLE   18,161 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,809 132,804 SH   SOLE   132,804 0 0
POST HLDGS INC COM 737446104 1,856 22,445 SH   SOLE   22,445 0 0
PRIVATEBANCORP INC COM 742962103 7,565 171,825 SH   SOLE   171,825 0 0
PROCTER & GAMBLE CO COM 742718109 47,958 566,407 SH   SOLE   566,407 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,244 156,548 SH   SOLE   156,548 0 0
PROLOGIS INC COM 74340W103 939 19,140 SH   SOLE   19,140 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,200 47,200 SH   SOLE   47,200 0 0
QLIK TECHNOLOGIES INC COM 74733T105 382 12,900 SH   SOLE   12,900 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,639 44,694 SH   SOLE   44,694 0 0
RAYTHEON CO COM NEW 755111507 32,493 239,007 SH   SOLE   239,007 0 0
REGENCY CTRS CORP COM 758849103 1,390 16,597 SH   SOLE   16,597 0 0
REPUBLIC SVCS INC COM 760759100 3,056 59,561 SH   SOLE   59,561 0 0
REYNOLDS AMERICAN INC COM 761713106 22,263 412,819 SH   SOLE   412,819 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 464 6,676 SH   SOLE   6,676 0 0
SALESFORCE COM INC COM 79466L302 13,153 165,640 SH   SOLE   165,640 0 0
SBA COMMUNICATIONS CORP COM 78388J106 1,049 9,720 SH   SOLE   9,720 0 0
SCHEIN HENRY INC COM 806407102 10,882 61,550 SH   SOLE   61,550 0 0
SEMPRA ENERGY COM 816851109 4,067 35,673 SH   SOLE   35,673 0 0
SHERWIN WILLIAMS CO COM 824348106 31,652 107,781 SH   SOLE   107,781 0 0
SINA CORP ORD G81477104 1,779 34,295 SH   SOLE   34,295 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,656 97,596 SH   SOLE   97,596 0 0
SMUCKER J M CO COM NEW 832696405 9,696 63,617 SH   SOLE   63,617 0 0
SONY CORP ADR NEW 835699307 421 14,360 SH   SOLE   14,360 0 0
SOUTHERN CO COM 842587107 1,640 30,576 SH   SOLE   30,576 0 0
SPARK THERAPEUTICS INC COM 84652J103 4,993 97,654 SH   SOLE   97,654 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 75,160 358,802 SH   SOLE   358,802 0 0
ST JUDE MED INC COM 790849103 737 9,455 SH   SOLE   9,455 0 0
STARBUCKS CORP COM 855244109 27,935 489,056 SH   SOLE   489,056 0 0
STARZ COM SER A 85571Q102 1,504 50,260 SH   SOLE   50,260 0 0
STEEL DYNAMICS INC COM 858119100 3,734 152,422 SH   SOLE   152,422 0 0
STRYKER CORP COM 863667101 10,286 85,840 SH   SOLE   85,840 0 0
SUNPOWER CORP COM 867652406 1,743 112,535 SH   SOLE   112,535 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,438 78,091 SH   SOLE   78,091 0 0
SYMANTEC CORP COM 871503108 7,357 358,166 SH   SOLE   358,166 0 0
SYSCO CORP COM 871829107 987 19,458 SH   SOLE   19,458 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,619 214,229 SH   SOLE   214,229 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,748 79,258 SH   SOLE   79,258 0 0
TECK RESOURCES LTD CL B 878742204 14,777 1,122,056 SH   SOLE   1,122,056 0 0
TELEFLEX INC COM 879369106 5,195 29,301 SH   SOLE   29,301 0 0
TERRAFORM PWR INC CL A COM 88104R100 525 48,199 SH   SOLE   48,199 0 0
TESARO INC COM 881569107 7,874 93,683 SH   SOLE   93,683 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 23,336 464,586 SH   SOLE   464,586 0 0
TEXAS INSTRS INC COM 882508104 16,659 265,903 SH   SOLE   265,903 0 0
THOR INDS INC COM 885160101 1,059 16,361 SH   SOLE   16,361 0 0
TJX COS INC NEW COM 872540109 34,504 446,768 SH   SOLE   446,768 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 813 18,928 SH   SOLE   18,928 0 0
TRANSDIGM GROUP INC COM 893641100 16,853 63,911 SH   SOLE   63,911 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,988 50,306 SH   SOLE   50,306 0 0
TRINSEO S A SHS L9340P101 970 22,594 SH   SOLE   22,594 0 0
TWITTER INC COM 90184L102 383 22,641 SH   SOLE   22,641 0 0
TYSON FOODS INC CL A 902494103 25,906 387,875 SH   SOLE   387,875 0 0
U S SILICA HLDGS INC COM 90346E103 11,280 327,254 SH   SOLE   327,254 0 0
UBS GROUP AG SHS H42097107 134 10,350 SH   SOLE   10,350 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 23,267 95,499 SH   SOLE   95,499 0 0
UNITED PARCEL SERVICE INC CL B 911312106 17,443 161,933 SH   SOLE   161,933 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,730 36,374 SH   SOLE   36,374 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,082 347,604 SH   SOLE   347,604 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,989 103,089 SH   SOLE   103,089 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 349 2,601 SH   SOLE   2,601 0 0
VAIL RESORTS INC COM 91879Q109 300 2,173 SH   SOLE   2,173 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,221 141,579 SH   SOLE   141,579 0 0
VANTIV INC CL A 92210H105 12,562 221,941 SH   SOLE   221,941 0 0
VEEVA SYS INC CL A COM 922475108 8,653 253,596 SH   SOLE   253,596 0 0
VULCAN MATLS CO COM 929160109 218 1,814 SH   SOLE   1,814 0 0
WADDELL & REED FINL INC CL A 930059100 212 12,323 SH   SOLE   12,323 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 15,254 183,184 SH   SOLE   183,184 0 0
WAL-MART STORES INC COM 931142103 90,229 1,235,681 SH   SOLE   1,235,681 0 0
WASTE MGMT INC DEL COM 94106L109 3,718 56,103 SH   SOLE   56,103 0 0
WATERS CORP COM 941848103 1,540 10,952 SH   SOLE   10,952 0 0
WEBMD HEALTH CORP COM 94770V102 6,035 103,847 SH   SOLE   103,847 0 0
WEIBO CORP SPONSORED ADR 948596101 5,068 178,401 SH   SOLE   178,401 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,934 27,346 SH   SOLE   27,346 0 0
WELLS FARGO & CO NEW COM 949746101 29,000 612,721 SH   SOLE   612,721 0 0
WESTERN DIGITAL CORP COM 958102105 3,610 76,395 SH   SOLE   76,395 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 375 5,263 SH   SOLE   5,263 0 0
YAHOO INC COM 984332106 55,000 1,464,333 SH   SOLE   1,464,333 0 0
YANDEX N V SHS CLASS A N97284108 8,132 372,188 SH   SOLE   372,188 0 0
YUM BRANDS INC COM 988498101 14,938 180,151 SH   SOLE   180,151 0 0
YY INC ADS REPCOM CLA 98426T106 2,354 69,501 SH   SOLE   69,501 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 4,728 39,274 SH   SOLE   39,274 0 0
ZOETIS INC CL A 98978V103 6,007 126,573 SH   SOLE   126,573 0 0