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
ABBOTT LABS COM 002824100 2,836 61,208 SH   SOLE   61,208 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 334 33,847 SH   SOLE   33,847 0 0
ACTAVIS PLC SHS G0083B108 38,003 127,691 SH   SOLE   127,691 0 0
AGRIUM INC COM 008916108 4,229 40,560 SH   SOLE   40,560 0 0
AIR PRODS & CHEMS INC COM 009158106 7,013 46,355 SH   SOLE   46,355 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 12,137 170,841 SH   SOLE   170,841 0 0
ALCOA INC COM 013817101 19,413 1,502,552 SH   SOLE   1,502,552 0 0
ALKERMES PLC SHS G01767105 4,848 79,518 SH   SOLE   79,518 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,564 15,406 SH   SOLE   15,406 0 0
ALLSTATE CORP COM 020002101 3,045 42,785 SH   SOLE   42,785 0 0
ALTERA CORP COM 021441100 1,279 29,800 SH   SOLE   29,800 0 0
ALTRIA GROUP INC COM 02209S103 52,134 1,042,255 SH   SOLE   1,042,255 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,528 27,957 SH   SOLE   27,957 0 0
AMBARELLA INC SHS G037AX101 9,022 119,164 SH   SOLE   119,164 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,930 36,560 SH   SOLE   36,560 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 773 36,226 SH   SOLE   36,226 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,025 294,220 SH   SOLE   294,220 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 2,649 268,897 SH   SOLE   268,897 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,028 26,642 SH   SOLE   26,642 0 0
AMGEN INC COM 031162100 32,588 203,867 SH   SOLE   203,867 0 0
AMPHENOL CORP NEW CL A 032095101 2,115 35,883 SH   SOLE   35,883 0 0
ANACOR PHARMACEUTICALS INC COM 032420101 835 14,435 SH   SOLE   14,435 0 0
ANNALY CAP MGMT INC COM 035710409 7,571 728,016 SH   SOLE   728,016 0 0
ANTHEM INC COM 036752103 8,398 54,387 SH   SOLE   54,387 0 0
AON PLC SHS CL A G0408V102 8,489 88,315 SH   SOLE   88,315 0 0
ASHLAND INC NEW COM 044209104 4,683 36,786 SH   SOLE   36,786 0 0
ATHENAHEALTH INC COM 04685W103 645 5,400 SH   SOLE   5,400 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 12,376 97,461 SH   SOLE   97,461 0 0
AVALONBAY CMNTYS INC COM 053484101 3,135 17,991 SH   SOLE   17,991 0 0
BANK MONTREAL QUE COM 063671101 2,071 34,532 SH   SOLE   34,532 0 0
BANK N S HALIFAX COM 064149107 311 6,200 SH   SOLE   6,200 0 0
BARD C R INC COM 067383109 1,622 9,694 SH   SOLE   9,694 0 0
BAXTER INTL INC COM 071813109 8,735 127,513 SH   SOLE   127,513 0 0
BECTON DICKINSON & CO COM 075887109 3,882 27,035 SH   SOLE   27,035 0 0
BED BATH & BEYOND INC COM 075896100 683 8,900 SH   SOLE   8,900 0 0
BEST BUY INC COM 086516101 10,324 273,199 SH   SOLE   273,199 0 0
BIG LOTS INC COM 089302103 1,090 22,684 SH   SOLE   22,684 0 0
BIOGEN INC COM 09062X103 14,052 33,280 SH   SOLE   33,280 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 15,909 127,663 SH   SOLE   127,663 0 0
BLACKBERRY LTD COM 09228F103 858 96,031 SH   SOLE   96,031 0 0
BLUEBIRD BIO INC COM 09609G100 1,223 10,129 SH   SOLE   10,129 0 0
BOEING CO COM 097023105 5,286 35,221 SH   SOLE   35,221 0 0
BOSTON PROPERTIES INC COM 101121101 4,816 34,284 SH   SOLE   34,284 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 39,587 613,757 SH   SOLE   613,757 0 0
BROOKDALE SR LIVING INC COM 112463104 1,130 29,929 SH   SOLE   29,929 0 0
BRUNSWICK CORP COM 117043109 1,370 26,631 SH   SOLE   26,631 0 0
BUFFALO WILD WINGS INC COM 119848109 1,535 8,467 SH   SOLE   8,467 0 0
BUNGE LIMITED COM G16962105 1,752 21,269 SH   SOLE   21,269 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 3,614 80,093 SH   SOLE   80,093 0 0
CARNIVAL CORP PAIRED CTF 143658300 7,614 159,149 SH   SOLE   159,149 0 0
CARTER INC COM 146229109 4,672 50,521 SH   SOLE   50,521 0 0
CATAMARAN CORP COM 148887102 18,017 302,600 SH   SOLE   302,600 0 0
CATERPILLAR INC DEL COM 149123101 8,487 106,048 SH   SOLE   106,048 0 0
CBRE GROUP INC CL A 12504L109 5,920 152,941 SH   SOLE   152,941 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 2,488 89,278 SH   SOLE   89,278 0 0
CENTERPOINT ENERGY INC COM 15189T107 2,378 116,519 SH   SOLE   116,519 0 0
CENTURY ALUM CO COM 156431108 689 49,913 SH   SOLE   49,913 0 0
CENTURYLINK INC COM 156700106 4,466 129,259 SH   SOLE   129,259 0 0
CERNER CORP COM 156782104 4,731 64,574 SH   SOLE   64,574 0 0
CF INDS HLDGS INC COM 125269100 20,217 71,267 SH   SOLE   71,267 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,786 22,525 SH   SOLE   22,525 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 7,812 95,302 SH   SOLE   95,302 0 0
CHUBB CORP COM 171232101 4,241 41,951 SH   SOLE   41,951 0 0
CLOROX CO DEL COM 189054109 5,072 45,947 SH   SOLE   45,947 0 0
CME GROUP INC COM 12572Q105 14,356 151,575 SH   SOLE   151,575 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,649 138,631 SH   SOLE   138,631 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,375 11,828 SH   SOLE   11,828 0 0
COOPER COS INC COM NEW 216648402 9,133 48,730 SH   SOLE   48,730 0 0
CORNING INC COM 219350105 1,813 79,939 SH   SOLE   79,939 0 0
COSTCO WHSL CORP NEW COM 22160K105 19,484 128,610 SH   SOLE   128,610 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,945 12,782 SH   SOLE   12,782 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 19,134 231,812 SH   SOLE   231,812 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 15,845 270,306 SH   SOLE   270,306 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 14,739 139,431 SH   SOLE   139,431 0 0
CVS HEALTH CORP COM 126650100 10,393 100,694 SH   SOLE   100,694 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 2,313 163,915 SH   SOLE   163,915 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 10,721 131,898 SH   SOLE   131,898 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 8,273 103,754 SH   SOLE   103,754 0 0
DEPOMED INC COM 249908104 571 25,462 SH   SOLE   25,462 0 0
DISNEY WALT CO COM DISNEY 254687106 64,859 618,354 SH   SOLE   618,354 0 0
DOLLAR GEN CORP NEW COM 256677105 4,746 62,962 SH   SOLE   62,962 0 0
DOLLAR TREE INC COM 256746108 4,520 55,700 SH   SOLE   55,700 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,909 88,036 SH   SOLE   88,036 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 20,597 268,265 SH   SOLE   268,265 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,291 80,224 SH   SOLE   80,224 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 18,165 127,507 SH   SOLE   127,507 0 0
ELECTRONIC ARTS INC COM 285512109 17,241 293,145 SH   SOLE   293,145 0 0
EMERSON ELEC CO COM 291011104 6,041 106,689 SH   SOLE   106,689 0 0
ENDO INTL PLC SHS G30401106 2,497 27,840 SH   SOLE   27,840 0 0
EVEREST RE GROUP LTD COM G3223R108 738 4,240 SH   SOLE   4,240 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,379 46,517 SH   SOLE   46,517 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 19,668 226,665 SH   SOLE   226,665 0 0
FACEBOOK INC CL A 30303M102 62,872 764,726 SH   SOLE   764,726 0 0
FINISH LINE INC CL A 317923100 1,073 43,738 SH   SOLE   43,738 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,071 13,720 SH   SOLE   13,720 0 0
FMC TECHNOLOGIES INC COM 30249U101 5,857 158,248 SH   SOLE   158,248 0 0
FOOT LOCKER INC COM 344849104 6,999 111,102 SH   SOLE   111,102 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,832 38,581 SH   SOLE   38,581 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 5,368 131,687 SH   SOLE   131,687 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 4,255 603,489 SH   SOLE   603,489 0 0
GAP INC DEL COM 364760108 4,129 95,296 SH   SOLE   95,296 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 5,314 179,819 SH   SOLE   179,819 0 0
GENERAL MLS INC COM 370334104 1,859 32,846 SH   SOLE   32,846 0 0
GNC HLDGS INC COM CL A 36191G107 1,683 34,300 SH   SOLE   34,300 0 0
GROUPON INC COM CL A 399473107 2,454 340,334 SH   SOLE   340,334 0 0
HALLIBURTON CO COM 406216101 17,191 391,773 SH   SOLE   391,773 0 0
HANESBRANDS INC COM 410345102 6,489 193,635 SH   SOLE   193,635 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 11,541 275,978 SH   SOLE   275,978 0 0
HASBRO INC COM 418056107 4,218 66,691 SH   SOLE   66,691 0 0
HCA HOLDINGS INC COM 40412C101 9,514 126,469 SH   SOLE   126,469 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,416 91,963 SH   SOLE   91,963 0 0
HOLOGIC INC COM 436440101 989 29,939 SH   SOLE   29,939 0 0
HOME DEPOT INC COM 437076102 23,189 204,114 SH   SOLE   204,114 0 0
HONEYWELL INTL INC COM 438516106 4,047 38,799 SH   SOLE   38,799 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 2,254 52,911 SH   SOLE   52,911 0 0
HUMANA INC COM 444859102 11,968 67,228 SH   SOLE   67,228 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,646 148,987 SH   SOLE   148,987 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,008 21,464 SH   SOLE   21,464 0 0
INCYTE CORP COM 45337C102 2,907 31,712 SH   SOLE   31,712 0 0
INFOSYS LTD SPONSORED ADR 456788108 7,539 214,912 SH   SOLE   214,912 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 6,905 29,600 SH   SOLE   29,600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 12,749 79,435 SH   SOLE   79,435 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2,048 17,443 SH   SOLE   17,443 0 0
INTERPUBLIC GROUP COS INC COM 460690100 4,527 204,671 SH   SOLE   204,671 0 0
INTREXON CORP COM 46122T102 7,569 166,817 SH   SOLE   166,817 0 0
INTUIT COM 461202103 7,671 79,117 SH   SOLE   79,117 0 0
IPG PHOTONICS CORP COM 44980X109 639 6,896 SH   SOLE   6,896 0 0
ISHARES MSCI STH KOR ETF 464286772 7,033 122,863 SH   SOLE   122,863 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 4,961 111,723 SH   SOLE   111,723 0 0
JACK IN THE BOX INC COM 466367109 3,709 38,672 SH   SOLE   38,672 0 0
JARDEN CORP COM 471109108 3,647 68,935 SH   SOLE   68,935 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,731 89,939 SH   SOLE   89,939 0 0
KINDER MORGAN INC DEL COM 49456B101 45,893 1,091,119 SH   SOLE   1,091,119 0 0
KROGER CO COM 501044101 1,518 19,800 SH   SOLE   19,800 0 0
LEAR CORP COM NEW 521865204 2,521 22,751 SH   SOLE   22,751 0 0
LENNAR CORP CL A 526057104 15,557 300,269 SH   SOLE   300,269 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 3,507 65,142 SH   SOLE   65,142 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 10,225 198,651 SH   SOLE   198,651 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 14,553 292,172 SH   SOLE   292,172 0 0
LILLY ELI & CO COM 532457108 28,273 389,165 SH   SOLE   389,165 0 0
LINKEDIN CORP COM CL A 53578A108 33,703 134,888 SH   SOLE   134,888 0 0
LULULEMON ATHLETICA INC COM 550021109 2,266 35,400 SH   SOLE   35,400 0 0
MACYS INC COM 55616P104 3,679 56,672 SH   SOLE   56,672 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 5,037 39,767 SH   SOLE   39,767 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 4,180 124,009 SH   SOLE   124,009 0 0
MARRIOTT INTL INC NEW CL A 571903202 7,074 88,072 SH   SOLE   88,072 0 0
MASCO CORP COM 574599106 497 18,600 SH   SOLE   18,600 0 0
MATTEL INC COM 577081102 732 32,027 SH   SOLE   32,027 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,609 98,676 SH   SOLE   98,676 0 0
MCGRAW HILL FINL INC COM 580645109 12,813 123,919 SH   SOLE   123,919 0 0
MEDIVATION INC COM 58501N101 16,484 127,714 SH   SOLE   127,714 0 0
MEDTRONIC PLC SHS G5960L103 10,729 137,563 SH   SOLE   137,563 0 0
MICRON TECHNOLOGY INC COM 595112103 27,572 1,016,308 SH   SOLE   1,016,308 0 0
MOHAWK INDS INC COM 608190104 11,997 64,585 SH   SOLE   64,585 0 0
MONSANTO CO NEW COM 61166W101 41,090 365,115 SH   SOLE   365,115 0 0
MONSTER BEVERAGE CORP COM 611740101 16,457 118,913 SH   SOLE   118,913 0 0
MOODYS CORP COM 615369105 2,676 25,780 SH   SOLE   25,780 0 0
NETAPP INC COM 64110D104 4,252 119,913 SH   SOLE   119,913 0 0
NIELSEN N V COM N63218106 1,230 27,600 SH   SOLE   27,600 0 0
NIKE INC CL B 654106103 48,722 485,615 SH   SOLE   485,615 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 807 14,935 SH   SOLE   14,935 0 0
NXP SEMICONDUCTORS N V COM N6596X109 59,739 595,242 SH   SOLE   595,242 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,136 28,377 SH   SOLE   28,377 0 0
OCEANEERING INTL INC COM 675232102 1,749 32,436 SH   SOLE   32,436 0 0
OFFICE DEPOT INC COM 676220106 6,251 679,415 SH   SOLE   679,415 0 0
OMNICOM GROUP INC COM 681919106 1,992 25,545 SH   SOLE   25,545 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,512 702,896 SH   SOLE   702,896 0 0
OPKO HEALTH INC COM 68375N103 646 45,600 SH   SOLE   45,600 0 0
PALO ALTO NETWORKS INC COM 697435105 9,481 64,902 SH   SOLE   64,902 0 0
PFIZER INC COM 717081103 15,184 436,458 SH   SOLE   436,458 0 0
PG&E CORP COM 69331C108 663 12,500 SH   SOLE   12,500 0 0
PHILIP MORRIS INTL INC COM 718172109 19,326 256,552 SH   SOLE   256,552 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 689 30,500 SH   SOLE   30,500 0 0
PINNACLE WEST CAP CORP COM 723484101 3,681 57,745 SH   SOLE   57,745 0 0
PPG INDS INC COM 693506107 7,364 32,651 SH   SOLE   32,651 0 0
PRECISION CASTPARTS CORP COM 740189105 770 3,668 SH   SOLE   3,668 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,417 235,903 SH   SOLE   235,903 0 0
PTC THERAPEUTICS INC COM 69366J200 7,382 121,315 SH   SOLE   121,315 0 0
QLIK TECHNOLOGIES INC COM 74733T105 441 14,153 SH   SOLE   14,153 0 0
RACKSPACE HOSTING INC COM 750086100 863 16,722 SH   SOLE   16,722 0 0
RALPH LAUREN CORP CL A 751212101 6,564 49,919 SH   SOLE   49,919 0 0
RANGE RES CORP COM 75281A109 1,998 38,388 SH   SOLE   38,388 0 0
RAYTHEON CO COM NEW 755111507 9,332 85,417 SH   SOLE   85,417 0 0
REALOGY HLDGS CORP COM 75605Y106 4,205 92,454 SH   SOLE   92,454 0 0
RED HAT INC COM 756577102 5,369 70,871 SH   SOLE   70,871 0 0
REGENERON PHARMACEUTICALS COM 75886F107 47,961 106,231 SH   SOLE   106,231 0 0
ROCK-TENN CO CL A 772739207 1,363 21,131 SH   SOLE   21,131 0 0
ROCKWELL COLLINS INC COM 774341101 1,761 18,239 SH   SOLE   18,239 0 0
ROSS STORES INC COM 778296103 14,191 134,688 SH   SOLE   134,688 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 7,846 129,979 SH   SOLE   129,979 0 0
SBA COMMUNICATIONS CORP COM 78388J106 9,582 81,828 SH   SOLE   81,828 0 0
SCHEIN HENRY INC COM 806407102 2,909 20,834 SH   SOLE   20,834 0 0
SCHLUMBERGER LTD COM 806857108 16,504 197,792 SH   SOLE   197,792 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 1,898 27,681 SH   SOLE   27,681 0 0
SEALED AIR CORP NEW COM 81211K100 6,912 151,702 SH   SOLE   151,702 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 1,062 18,479 SH   SOLE   18,479 0 0
SHERWIN WILLIAMS CO COM 824348106 4,392 15,439 SH   SOLE   15,439 0 0
SIGNET JEWELERS LIMITED SHS G81276100 11,216 80,809 SH   SOLE   80,809 0 0
SKECHERS U S A INC CL A 830566105 2,732 37,994 SH   SOLE   37,994 0 0
SL GREEN RLTY CORP COM 78440X101 3,697 28,799 SH   SOLE   28,799 0 0
SMUCKER J M CO COM NEW 832696405 7,582 65,516 SH   SOLE   65,516 0 0
SONY CORP ADR NEW 835699307 1,469 54,846 SH   SOLE   54,846 0 0
SOUTHERN CO COM 842587107 11,700 264,237 SH   SOLE   264,237 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,569 30,050 SH   SOLE   30,050 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,001 28,417 SH   SOLE   28,417 0 0
STAPLES INC COM 855030102 6,688 410,651 SH   SOLE   410,651 0 0
STARBUCKS CORP COM 855244109 5,542 58,519 SH   SOLE   58,519 0 0
STRATASYS LTD SHS M85548101 2,545 48,212 SH   SOLE   48,212 0 0
SVB FINL GROUP COM 78486Q101 737 5,800 SH   SOLE   5,800 0 0
SYSCO CORP COM 871829107 214 5,659 SH   SOLE   5,659 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 769 20,649 SH   SOLE   20,649 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,506 90,833 SH   SOLE   90,833 0 0
TENARIS S A SPONSORED ADR 88031M109 294 10,499 SH   SOLE   10,499 0 0
TESARO INC COM 881569107 2,156 37,567 SH   SOLE   37,567 0 0
TESORO CORP COM 881609101 25,789 282,499 SH   SOLE   282,499 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 28,335 454,810 SH   SOLE   454,810 0 0
TIFFANY & CO NEW COM 886547108 7,117 80,869 SH   SOLE   80,869 0 0
TIME WARNER INC COM NEW 887317303 12,936 153,201 SH   SOLE   153,201 0 0
TJX COS INC NEW COM 872540109 13,948 199,109 SH   SOLE   199,109 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 6,305 147,129 SH   SOLE   147,129 0 0
TRANSDIGM GROUP INC COM 893641100 3,463 15,832 SH   SOLE   15,832 0 0
TRAVELERS COMPANIES INC COM 89417E109 9,983 92,323 SH   SOLE   92,323 0 0
UDR INC COM 902653104 650 19,100 SH   SOLE   19,100 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 3,821 25,330 SH   SOLE   25,330 0 0
UNDER ARMOUR INC CL A 904311107 2,959 36,638 SH   SOLE   36,638 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,232 12,941 SH   SOLE   12,941 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,148 43,734 SH   SOLE   43,734 0 0
V F CORP COM 918204108 9,406 124,894 SH   SOLE   124,894 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 49,870 251,081 SH   SOLE   251,081 0 0
VANTIV INC CL A 92210H105 2,767 73,389 SH   SOLE   73,389 0 0
VARIAN MED SYS INC COM 92220P105 1,787 18,993 SH   SOLE   18,993 0 0
VOYA FINL INC COM 929089100 2,285 52,995 SH   SOLE   52,995 0 0
VULCAN MATLS CO COM 929160109 1,415 16,780 SH   SOLE   16,780 0 0
WABCO HLDGS INC COM 92927K102 915 7,447 SH   SOLE   7,447 0 0
WASTE MGMT INC DEL COM 94106L109 4,315 79,569 SH   SOLE   79,569 0 0
WESTERN DIGITAL CORP COM 958102105 3,650 40,109 SH   SOLE   40,109 0 0
WESTERN UN CO COM 959802109 495 23,793 SH   SOLE   23,793 0 0
WHIRLPOOL CORP COM 963320106 3,339 16,524 SH   SOLE   16,524 0 0
WHOLE FOODS MKT INC COM 966837106 19,910 382,297 SH   SOLE   382,297 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,579 72,724 SH   SOLE   72,724 0 0
XL GROUP PLC SHS G98290102 7,724 209,888 SH   SOLE   209,888 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 2,829 226,305 SH   SOLE   226,305 0 0
ZOETIS INC CL A 98978V103 13,247 286,163 SH   SOLE   286,163 0 0