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
3M CO COM 88579Y101 27,008 199,089 SH   SOLE   199,089 0 0
AAR CORP COM 000361105 8,790 338,727 SH   SOLE   338,727 0 0
ABBVIE INC COM 00287Y109 589 11,457 SH   SOLE   11,457 0 0
ABM INDS INC COM 000957100 4,282 148,997 SH   SOLE   148,997 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,350 280,350 SH   SOLE   280,350 0 0
ACORDA THERAPEUTICS INC COM 00484M106 3,969 104,692 SH   SOLE   104,692 0 0
ACTAVIS PLC SHS G0083B108 4,829 23,458 SH   SOLE   23,458 0 0
ACXIOM CORP COM 005125109 2,446 71,105 SH   SOLE   71,105 0 0
ADTRAN INC COM 00738A106 12,778 523,465 SH   SOLE   523,465 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 27,706 219,023 SH   SOLE   219,023 0 0
ADVENT SOFTWARE INC COM 007974108 5,567 189,626 SH   SOLE   189,626 0 0
AG MTG INVT TR INC COM 001228105 1,423 81,250 SH   SOLE   81,250 0 0
AGREE REALTY CORP COM 008492100 3,078 101,205 SH   SOLE   101,205 0 0
ALASKA AIR GROUP INC COM 011659109 29,673 318,006 SH   SOLE   318,006 0 0
ALERE INC COM 01449J105 11,638 338,794 SH   SOLE   338,794 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,661 128,618 SH   SOLE   128,618 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 7,537 73,037 SH   SOLE   73,037 0 0
ALLSTATE CORP COM 020002101 10,648 188,189 SH   SOLE   188,189 0 0
ALTRA INDL MOTION CORP COM 02208R106 7,108 199,115 SH   SOLE   199,115 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,867 96,495 SH   SOLE   96,495 0 0
AMEREN CORP COM 023608102 21,145 513,217 SH   SOLE   513,217 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 9,462 400,578 SH   SOLE   400,578 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 9,472 164,130 SH   SOLE   164,130 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 38,989 779,628 SH   SOLE   779,628 0 0
AMERIPRISE FINL INC COM 03076C106 10,880 98,846 SH   SOLE   98,846 0 0
AMGEN INC COM 031162100 20,169 163,521 SH   SOLE   163,521 0 0
AMSURG CORP COM 03232P405 16,610 352,812 SH   SOLE   352,812 0 0
ANALOGIC CORP COM PAR $0.05 032657207 5,107 62,194 SH   SOLE   62,194 0 0
ANIXTER INTL INC COM 035290105 19,640 193,458 SH   SOLE   193,458 0 0
ANN INC COM 035623107 9,448 227,770 SH   SOLE   227,770 0 0
AOL INC COM 00184X105 6,665 152,282 SH   SOLE   152,282 0 0
APOGEE ENTERPRISES INC COM 037598109 2,428 73,060 SH   SOLE   73,060 0 0
APOLLO COML REAL EST FIN INC COM 03762U105 4,690 281,997 SH   SOLE   281,997 0 0
APOLLO INVT CORP COM 03761U106 2,336 281,081 SH   SOLE   281,081 0 0
APPLE INC COM 037833100 88,620 165,108 SH   SOLE   165,108 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 11,068 229,442 SH   SOLE   229,442 0 0
ARCTIC CAT INC COM 039670104 8,334 174,380 SH   SOLE   174,380 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 7,826 170,684 SH   SOLE   170,684 0 0
ARRIS GROUP INC NEW COM 04270V106 1,310 46,493 SH   SOLE   46,493 0 0
AT&T INC COM 00206R102 28,176 803,426 SH   SOLE   803,426 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 3,179 116,971 SH   SOLE   116,971 0 0
AVERY DENNISON CORP COM 053611109 28,381 560,113 SH   SOLE   560,113 0 0
AVISTA CORP COM 05379B107 13,614 444,192 SH   SOLE   444,192 0 0
AVNET INC COM 053807103 9,298 199,826 SH   SOLE   199,826 0 0
BAKER HUGHES INC COM 057224107 34,887 536,560 SH   SOLE   536,560 0 0
BALL CORP COM 058498106 4,932 89,992 SH   SOLE   89,992 0 0
BANCORPSOUTH INC COM 059692103 13,944 558,655 SH   SOLE   558,655 0 0
BANK OF AMERICA CORPORATION COM 060505104 10,059 584,798 SH   SOLE   584,798 0 0
BARNES GROUP INC COM 067806109 16,866 438,412 SH   SOLE   438,412 0 0
BAXTER INTL INC COM 071813109 319 4,336 SH   SOLE   4,336 0 0
BBCN BANCORP INC COM 073295107 4,502 262,657 SH   SOLE   262,657 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,760 174,867 SH   SOLE   174,867 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,153 33,230 SH   SOLE   33,230 0 0
BIOGEN IDEC INC COM 09062X103 13,265 43,367 SH   SOLE   43,367 0 0
BLACK HILLS CORP COM 092113109 19,984 346,639 SH   SOLE   346,639 0 0
BOB EVANS FARMS INC COM 096761101 2,344 46,861 SH   SOLE   46,861 0 0
BOEING CO COM 097023105 27,783 221,395 SH   SOLE   221,395 0 0
BOK FINL CORP COM NEW 05561Q201 4,644 67,260 SH   SOLE   67,260 0 0
BORGWARNER INC COM 099724106 19,170 311,857 SH   SOLE   311,857 0 0
BOSTON PRIVATE FINL HLDGS IN COM 101119105 7,953 587,833 SH   SOLE   587,833 0 0
BRINKER INTL INC COM 109641100 4,805 91,602 SH   SOLE   91,602 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 487 9,372 SH   SOLE   9,372 0 0
BRISTOW GROUP INC COM 110394103 11,462 151,774 SH   SOLE   151,774 0 0
BROWN SHOE INC NEW COM 115736100 3,674 138,416 SH   SOLE   138,416 0 0
BRUKER CORP COM 116794108 5,090 223,363 SH   SOLE   223,363 0 0
CALIX INC COM 13100M509 5,996 711,252 SH   SOLE   711,252 0 0
CAPITAL ONE FINL CORP COM 14040H105 23,010 298,213 SH   SOLE   298,213 0 0
CARDINAL HEALTH INC COM 14149Y108 11,242 160,648 SH   SOLE   160,648 0 0
CARDTRONICS INC COM 14161H108 9,350 240,668 SH   SOLE   240,668 0 0
CATHAY GEN BANCORP COM 149150104 9,949 394,961 SH   SOLE   394,961 0 0
CBOE HLDGS INC COM 12503M108 5,574 98,481 SH   SOLE   98,481 0 0
CEDAR REALTY TRUST INC COM NEW 150602209 4,864 796,076 SH   SOLE   796,076 0 0
CELGENE CORP COM 151020104 2,628 18,823 SH   SOLE   18,823 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,179 36,107 SH   SOLE   36,107 0 0
CHEESECAKE FACTORY INC COM 163072101 9,961 209,137 SH   SOLE   209,137 0 0
CHEVRON CORP NEW COM 166764100 47,365 398,324 SH   SOLE   398,324 0 0
CHILDRENS PL RETAIL STORES I COM 168905107 9,577 192,271 SH   SOLE   192,271 0 0
CIMAREX ENERGY CO COM 171798101 11,042 92,706 SH   SOLE   92,706 0 0
CISCO SYS INC COM 17275R102 5,587 249,266 SH   SOLE   249,266 0 0
CITIGROUP INC COM NEW 172967424 6,651 139,729 SH   SOLE   139,729 0 0
CMS ENERGY CORP COM 125896100 15,204 519,271 SH   SOLE   519,271 0 0
CNO FINL GROUP INC COM 12621E103 9,789 540,804 SH   SOLE   540,804 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 20,630 431,950 SH   SOLE   431,950 0 0
COMCAST CORP NEW CL A 20030N101 43,586 871,033 SH   SOLE   871,033 0 0
COMMVAULT SYSTEMS INC COM 204166102 6,187 95,257 SH   SOLE   95,257 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 6,261 96,924 SH   SOLE   96,924 0 0
COMVERSE INC COM 20585P105 2,504 72,425 SH   SOLE   72,425 0 0
CONMED CORP COM 207410101 7,944 182,824 SH   SOLE   182,824 0 0
CONOCOPHILLIPS COM 20825C104 45,071 640,672 SH   SOLE   640,672 0 0
CONVERGYS CORP COM 212485106 17,186 784,390 SH   SOLE   784,390 0 0
CONVERSANT INC COM 21249J105 11,378 404,175 SH   SOLE   404,175 0 0
COOPER COS INC COM NEW 216648402 5,939 43,240 SH   SOLE   43,240 0 0
CORELOGIC INC COM 21871D103 7,595 252,837 SH   SOLE   252,837 0 0
CORPORATE EXECUTIVE BRD CO COM 21988R102 6,310 85,004 SH   SOLE   85,004 0 0
COVANCE INC COM 222816100 8,614 82,908 SH   SOLE   82,908 0 0
COVIDIEN PLC SHS G2554F113 21,558 292,667 SH   SOLE   292,667 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 10,867 148,558 SH   SOLE   148,558 0 0
CYTEC INDS INC COM 232820100 8,280 84,829 SH   SOLE   84,829 0 0
DCT INDUSTRIAL TRUST INC COM 233153105 16,057 2,037,722 SH   SOLE   2,037,722 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 18,911 545,785 SH   SOLE   545,785 0 0
DELUXE CORP COM 248019101 19,825 377,830 SH   SOLE   377,830 0 0
DENTSPLY INTL INC NEW COM 249030107 7,999 173,735 SH   SOLE   173,735 0 0
DIRECTV COM 25490A309 19,116 250,139 SH   SOLE   250,139 0 0
DISCOVER FINL SVCS COM 254709108 34,453 592,071 SH   SOLE   592,071 0 0
DISNEY WALT CO COM DISNEY 254687106 46,178 576,715 SH   SOLE   576,715 0 0
DOUGLAS EMMETT INC COM 25960P109 7,144 263,235 SH   SOLE   263,235 0 0
DOVER CORP COM 260003108 22,488 275,084 SH   SOLE   275,084 0 0
DOW CHEM CO COM 260543103 40,177 826,849 SH   SOLE   826,849 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 18,363 337,189 SH   SOLE   337,189 0 0
DST SYS INC DEL COM 233326107 8,283 87,386 SH   SOLE   87,386 0 0
DTE ENERGY CO COM 233331107 9,582 128,975 SH   SOLE   128,975 0 0
EASTMAN CHEM CO COM 277432100 2,590 30,042 SH   SOLE   30,042 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 18,962 437,824 SH   SOLE   437,824 0 0
EMCOR GROUP INC COM 29084Q100 14,082 300,959 SH   SOLE   300,959 0 0
EMERSON ELEC CO COM 291011104 31,412 470,233 SH   SOLE   470,233 0 0
ENERGEN CORP COM 29265N108 7,177 88,815 SH   SOLE   88,815 0 0
ENERGIZER HLDGS INC COM 29266R108 3,715 36,880 SH   SOLE   36,880 0 0
ENERNOC INC COM 292764107 6,545 293,756 SH   SOLE   293,756 0 0
ENERSYS COM 29275Y102 21,080 304,224 SH   SOLE   304,224 0 0
EOG RES INC COM 26875P101 8,184 58,664 SH   SOLE   58,664 0 0
EPR PPTYS COM SH BEN INT 26884U109 10,301 192,931 SH   SOLE   192,931 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,239 153,477 SH   SOLE   153,477 0 0
EURONET WORLDWIDE INC COM 298736109 15,051 361,889 SH   SOLE   361,889 0 0
EXPRESS INC COM 30219E103 7,321 461,039 SH   SOLE   461,039 0 0
EXXON MOBIL CORP COM 30231G102 64,563 660,969 SH   SOLE   660,969 0 0
FEDERAL SIGNAL CORP COM 313855108 5,979 401,289 SH   SOLE   401,289 0 0
FERRO CORP COM 315405100 11,827 865,847 SH   SOLE   865,847 0 0
FIFTH THIRD BANCORP COM 316773100 29,030 1,264,659 SH   SOLE   1,264,659 0 0
FINISAR CORP COM NEW 31787A507 14,020 528,842 SH   SOLE   528,842 0 0
FINISH LINE INC CL A 317923100 13,141 485,097 SH   SOLE   485,097 0 0
FIRST FINL BANKSHARES COM 32020R109 3,084 49,918 SH   SOLE   49,918 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,047 149,041 SH   SOLE   149,041 0 0
FIRSTMERIT CORP COM 337915102 14,204 681,917 SH   SOLE   681,917 0 0
FLOWSERVE CORP COM 34354P105 12,130 154,841 SH   SOLE   154,841 0 0
FLUOR CORP NEW COM 343412102 9,366 120,493 SH   SOLE   120,493 0 0
FLUSHING FINL CORP COM 343873105 6,612 313,827 SH   SOLE   313,827 0 0
FORWARD AIR CORP COM 349853101 7,296 158,230 SH   SOLE   158,230 0 0
GENERAC HLDGS INC COM 368736104 5,130 86,986 SH   SOLE   86,986 0 0
GENERAL COMMUNICATION INC CL A 369385109 1,423 124,746 SH   SOLE   124,746 0 0
GENERAL ELECTRIC CO COM 369604103 17,364 670,680 SH   SOLE   670,680 0 0
GEO GROUP INC COM 36159R103 7,039 218,324 SH   SOLE   218,324 0 0
G-III APPAREL GROUP LTD COM 36237H101 10,576 147,746 SH   SOLE   147,746 0 0
GILEAD SCIENCES INC COM 375558103 24,228 341,919 SH   SOLE   341,919 0 0
GNC HLDGS INC COM CL A 36191G107 2,970 67,473 SH   SOLE   67,473 0 0
GOOGLE INC CL A 38259P508 54,649 49,034 SH   SOLE   49,034 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 20,552 2,022,883 SH   SOLE   2,022,883 0 0
GREENBRIER COS INC COM 393657101 10,415 228,409 SH   SOLE   228,409 0 0
HALLIBURTON CO COM 406216101 26,448 449,108 SH   SOLE   449,108 0 0
HANESBRANDS INC COM 410345102 11,276 147,440 SH   SOLE   147,440 0 0
HANMI FINL CORP COM NEW 410495204 4,935 211,821 SH   SOLE   211,821 0 0
HANOVER INS GROUP INC COM 410867105 5,992 97,520 SH   SOLE   97,520 0 0
HARMAN INTL INDS INC COM 413086109 17,381 163,355 SH   SOLE   163,355 0 0
HAVERTY FURNITURE INC COM 419596101 6,221 209,462 SH   SOLE   209,462 0 0
HEALTHSOUTH CORP COM NEW 421924309 17,880 497,629 SH   SOLE   497,629 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 15,392 669,794 SH   SOLE   669,794 0 0
HFF INC CL A 40418F108 9,209 273,994 SH   SOLE   273,994 0 0
HOME DEPOT INC COM 437076102 42,420 536,083 SH   SOLE   536,083 0 0
HOME LN SERVICING SOLUTIONS ORD SHS G6648D109 988 45,740 SH   SOLE   45,740 0 0
HONEYWELL INTL INC COM 438516106 485 5,227 SH   SOLE   5,227 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 4,159 143,429 SH   SOLE   143,429 0 0
HSN INC COM 404303109 7,094 118,770 SH   SOLE   118,770 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,233 926,071 SH   SOLE   926,071 0 0
HURON CONSULTING GROUP INC COM 447462102 9,302 146,761 SH   SOLE   146,761 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 14,488 148,599 SH   SOLE   148,599 0 0
ICU MED INC COM 44930G107 9,972 166,541 SH   SOLE   166,541 0 0
ILLINOIS TOOL WKS INC COM 452308109 26,858 330,238 SH   SOLE   330,238 0 0
INDEPENDENT BANK CORP MASS COM 453836108 1,855 47,107 SH   SOLE   47,107 0 0
INGRAM MICRO INC CL A 457153104 11,813 399,621 SH   SOLE   399,621 0 0
INSIGHT ENTERPRISES INC COM 45765U103 6,913 275,301 SH   SOLE   275,301 0 0
INSPERITY INC COM 45778Q107 7,398 238,788 SH   SOLE   238,788 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 7,335 177,055 SH   SOLE   177,055 0 0
INTEL CORP COM 458140100 8,877 343,877 SH   SOLE   343,877 0 0
INTER PARFUMS INC COM 458334109 9,582 264,622 SH   SOLE   264,622 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,772 9,204 SH   SOLE   9,204 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105 14,386 525,024 SH   SOLE   525,024 0 0
INTRALINKS HLDGS INC COM 46118H104 2,153 210,417 SH   SOLE   210,417 0 0
INVACARE CORP COM 461203101 2,150 112,761 SH   SOLE   112,761 0 0
INVESTORS BANCORP INC COM 46146P102 3,174 114,847 SH   SOLE   114,847 0 0
ISHARES MSCI EAFE ETF 464287465 288 4,280 SH   SOLE   4,280 0 0
ISHARES RUS 2000 VAL ETF 464287630 2,605 25,836 SH   SOLE   25,836 0 0
ITT CORP NEW COM NEW 450911201 10,012 234,145 SH   SOLE   234,145 0 0
J & J SNACK FOODS CORP COM 466032109 7,260 75,646 SH   SOLE   75,646 0 0
J2 GLOBAL INC COM 48123V102 5,788 115,635 SH   SOLE   115,635 0 0
JARDEN CORP COM 471109108 7,756 129,640 SH   SOLE   129,640 0 0
JETBLUE AIRWAYS CORP COM 477143101 4,792 551,437 SH   SOLE   551,437 0 0
JOHNSON & JOHNSON COM 478160104 67,765 689,856 SH   SOLE   689,856 0 0
JPMORGAN CHASE & CO COM 46625H100 66,571 1,096,541 SH   SOLE   1,096,541 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 3,150 44,101 SH   SOLE   44,101 0 0
KATE SPADE & CO COM 485865109 10,321 278,281 SH   SOLE   278,281 0 0
KEY ENERGY SVCS INC COM 492914106 11,434 1,237,415 SH   SOLE   1,237,415 0 0
KEYCORP NEW COM 493267108 6,111 429,149 SH   SOLE   429,149 0 0
KFORCE INC COM 493732101 6,917 324,419 SH   SOLE   324,419 0 0
KRAFT FOODS GROUP INC COM 50076Q106 20,416 363,928 SH   SOLE   363,928 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 8,940 342,023 SH   SOLE   342,023 0 0
KROGER CO COM 501044101 23,784 544,885 SH   SOLE   544,885 0 0
LAM RESEARCH CORP COM 512807108 9,021 164,017 SH   SOLE   164,017 0 0
LANCASTER COLONY CORP COM 513847103 8,191 82,389 SH   SOLE   82,389 0 0
LEAR CORP COM NEW 521865204 5,285 63,132 SH   SOLE   63,132 0 0
LILLY ELI & CO COM 532457108 848 14,415 SH   SOLE   14,415 0 0
LINCOLN ELEC HLDGS INC COM 533900106 10,427 144,805 SH   SOLE   144,805 0 0
LINCOLN NATL CORP IND COM 534187109 20,004 394,781 SH   SOLE   394,781 0 0
LITHIA MTRS INC CL A 536797103 9,016 135,654 SH   SOLE   135,654 0 0
LITTELFUSE INC COM 537008104 7,237 77,288 SH   SOLE   77,288 0 0
LOGMEIN INC COM 54142L109 3,723 82,935 SH   SOLE   82,935 0 0
LOUISIANA PAC CORP COM 546347105 11,541 684,087 SH   SOLE   684,087 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,798 87,677 SH   SOLE   87,677 0 0
MACYS INC COM 55616P104 29,786 502,379 SH   SOLE   502,379 0 0
MADDEN STEVEN LTD COM 556269108 10,883 302,483 SH   SOLE   302,483 0 0
MAIDEN HOLDINGS LTD SHS G5753U112 3,142 251,731 SH   SOLE   251,731 0 0
MANHATTAN ASSOCS INC COM 562750109 17,854 509,678 SH   SOLE   509,678 0 0
MANNKIND CORP COM 56400P201 48 12,000 SH   SOLE   12,000 0 0
MANPOWERGROUP INC COM 56418H100 28,656 363,519 SH   SOLE   363,519 0 0
MARATHON OIL CORP COM 565849106 22,349 629,203 SH   SOLE   629,203 0 0
MARATHON PETE CORP COM 56585A102 28,778 330,634 SH   SOLE   330,634 0 0
MARKETAXESS HLDGS INC COM 57060D108 14,041 237,107 SH   SOLE   237,107 0 0
MARRIOTT INTL INC NEW CL A 571903202 21,248 379,287 SH   SOLE   379,287 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 17,221 308,018 SH   SOLE   308,018 0 0
MAXIMUS INC COM 577933104 8,540 190,371 SH   SOLE   190,371 0 0
MB FINANCIAL INC NEW COM 55264U108 4,807 155,253 SH   SOLE   155,253 0 0
MCKESSON CORP COM 58155Q103 30,394 172,133 SH   SOLE   172,133 0 0
MEDASSETS INC COM 584045108 13,190 533,810 SH   SOLE   533,810 0 0
MEDNAX INC COM 58502B106 9,074 146,399 SH   SOLE   146,399 0 0
METLIFE INC COM 59156R108 11,268 213,412 SH   SOLE   213,412 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,684 19,874 SH   SOLE   19,874 0 0
MFA FINL INC COM 55272X102 1,576 203,325 SH   SOLE   203,325 0 0
MICRON TECHNOLOGY INC COM 595112103 5,796 244,976 SH   SOLE   244,976 0 0
MICROSOFT CORP COM 594918104 60,526 1,476,607 SH   SOLE   1,476,607 0 0
MID-AMER APT CMNTYS INC COM 59522J103 5,778 84,630 SH   SOLE   84,630 0 0
MINERALS TECHNOLOGIES INC COM 603158106 9,308 144,176 SH   SOLE   144,176 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,634 123,364 SH   SOLE   123,364 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 5,948 336,979 SH   SOLE   336,979 0 0
MOOG INC CL A 615394202 9,953 151,934 SH   SOLE   151,934 0 0
MRC GLOBAL INC COM 55345K103 7,506 278,411 SH   SOLE   278,411 0 0
MYERS INDS INC COM 628464109 4,351 218,415 SH   SOLE   218,415 0 0
MYLAN INC COM 628530107 22,835 467,635 SH   SOLE   467,635 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 7,703 224,446 SH   SOLE   224,446 0 0
NETSCOUT SYS INC COM 64115T104 4,220 112,305 SH   SOLE   112,305 0 0
NORFOLK SOUTHERN CORP COM 655844108 22,574 232,315 SH   SOLE   232,315 0 0
NORTHROP GRUMMAN CORP COM 666807102 6,806 55,161 SH   SOLE   55,161 0 0
NORTHWEST BANCSHARES INC MD COM 667340103 4,290 293,813 SH   SOLE   293,813 0 0
NUVASIVE INC COM 670704105 16,725 435,439 SH   SOLE   435,439 0 0
OLD NATL BANCORP IND COM 680033107 7,535 505,339 SH   SOLE   505,339 0 0
OM GROUP INC COM 670872100 12,659 381,073 SH   SOLE   381,073 0 0
OMNICARE INC COM 681904108 8,326 139,542 SH   SOLE   139,542 0 0
OPENTABLE INC COM 68372A104 11,151 144,949 SH   SOLE   144,949 0 0
ORACLE CORP COM 68389X105 37,075 906,265 SH   SOLE   906,265 0 0
ORASURE TECHNOLOGIES INC COM 68554V108 4,022 504,676 SH   SOLE   504,676 0 0
ORBITAL SCIENCES CORP COM 685564106 5,129 183,851 SH   SOLE   183,851 0 0
ORBITZ WORLDWIDE INC COM 68557K109 6,345 809,335 SH   SOLE   809,335 0 0
OUTERWALL INC COM 690070107 10,382 143,194 SH   SOLE   143,194 0 0
PAPA JOHNS INTL INC COM 698813102 5,635 108,146 SH   SOLE   108,146 0 0
PAREXEL INTL CORP COM 699462107 14,385 265,952 SH   SOLE   265,952 0 0
PARKER DRILLING CO COM 701081101 3,684 519,581 SH   SOLE   519,581 0 0
PEGASYSTEMS INC COM 705573103 2,228 63,071 SH   SOLE   63,071 0 0
PEP BOYS MANNY MOE & JACK COM 713278109 1,729 135,903 SH   SOLE   135,903 0 0
PEPSICO INC COM 713448108 14,151 169,470 SH   SOLE   169,470 0 0
PETROQUEST ENERGY INC COM 716748108 3,626 636,169 SH   SOLE   636,169 0 0
PFIZER INC COM 717081103 63,594 1,979,873 SH   SOLE   1,979,873 0 0
PIER 1 IMPORTS INC COM 720279108 8,805 466,365 SH   SOLE   466,365 0 0
PINNACLE WEST CAP CORP COM 723484101 14,995 274,336 SH   SOLE   274,336 0 0
PLANTRONICS INC NEW COM 727493108 10,320 232,166 SH   SOLE   232,166 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,740 100,457 SH   SOLE   100,457 0 0
PNM RES INC COM 69349H107 5,999 221,949 SH   SOLE   221,949 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 11,538 356,773 SH   SOLE   356,773 0 0
POTLATCH CORP NEW COM 737630103 9,433 243,814 SH   SOLE   243,814 0 0
POWER INTEGRATIONS INC COM 739276103 3,735 56,783 SH   SOLE   56,783 0 0
PREMIERE GLOBAL SVCS INC COM 740585104 2,469 204,699 SH   SOLE   204,699 0 0
PROCTER & GAMBLE CO COM 742718109 8,010 99,383 SH   SOLE   99,383 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,849 133,770 SH   SOLE   133,770 0 0
PROTECTIVE LIFE CORP COM 743674103 10,221 194,355 SH   SOLE   194,355 0 0
PROVIDENT FINL SVCS INC COM 74386T105 3,242 176,466 SH   SOLE   176,466 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 14,172 169,476 SH   SOLE   169,476 0 0
PTC INC COM 69370C100 10,498 296,386 SH   SOLE   296,386 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 30,868 809,346 SH   SOLE   809,346 0 0
PULTE GROUP INC COM 745867101 12,121 631,649 SH   SOLE   631,649 0 0
QUALCOMM INC COM 747525103 39,028 494,904 SH   SOLE   494,904 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 11,269 173,551 SH   SOLE   173,551 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 8,354 149,364 SH   SOLE   149,364 0 0
RAYTHEON CO COM NEW 755111507 26,512 268,365 SH   SOLE   268,365 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 9,199 128,330 SH   SOLE   128,330 0 0
REGIONS FINL CORP NEW COM 7591EP100 9,624 866,235 SH   SOLE   866,235 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 5,310 66,683 SH   SOLE   66,683 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 5,313 54,433 SH   SOLE   54,433 0 0
REPLIGEN CORP COM 759916109 2,566 199,507 SH   SOLE   199,507 0 0
RETAIL PPTYS AMER INC CL A 76131V202 4,134 305,326 SH   SOLE   305,326 0 0
RITE AID CORP COM 767754104 991 158,030 SH   SOLE   158,030 0 0
RLJ LODGING TR COM 74965L101 11,163 417,460 SH   SOLE   417,460 0 0
ROCKWELL AUTOMATION INC COM 773903109 17,686 142,002 SH   SOLE   142,002 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,653 305,232 SH   SOLE   305,232 0 0
RYDER SYS INC COM 783549108 9,335 116,806 SH   SOLE   116,806 0 0
SAIA INC COM 78709Y105 2,503 65,498 SH   SOLE   65,498 0 0
SALIX PHARMACEUTICALS INC COM 795435106 8,839 85,311 SH   SOLE   85,311 0 0
SANDISK CORP COM 80004C101 6,509 80,167 SH   SOLE   80,167 0 0
SANMINA CORPORATION COM 801056102 6,880 394,285 SH   SOLE   394,285 0 0
SCHWAB CHARLES CORP NEW COM 808513105 6,518 238,501 SH   SOLE   238,501 0 0
SELECTIVE INS GROUP INC COM 816300107 6,229 267,096 SH   SOLE   267,096 0 0
SEMTECH CORP COM 816850101 5,762 227,396 SH   SOLE   227,396 0 0
SERVICE CORP INTL COM 817565104 5,527 278,039 SH   SOLE   278,039 0 0
SHORETEL INC COM 825211105 3,117 362,482 SH   SOLE   362,482 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 10,319 82,166 SH   SOLE   82,166 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 2,333 62,586 SH   SOLE   62,586 0 0
SIMON PPTY GROUP INC NEW COM 828806109 5,967 36,386 SH   SOLE   36,386 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 7,547 101,070 SH   SOLE   101,070 0 0
SONIC CORP COM 835451105 17,812 781,567 SH   SOLE   781,567 0 0
SOTHEBYS COM 835898107 11,380 261,306 SH   SOLE   261,306 0 0
SOUTHERN COPPER CORP COM 84265V105 12,167 417,951 SH   SOLE   417,951 0 0
SOUTHWESTERN ENERGY CO COM 845467109 19,125 415,679 SH   SOLE   415,679 0 0
SOVRAN SELF STORAGE INC COM 84610H108 8,519 115,988 SH   SOLE   115,988 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 384 2,053 SH   SOLE   2,053 0 0
SPECTRUM PHARMACEUTICALS INC COM 84763A108 7,656 976,560 SH   SOLE   976,560 0 0
ST JUDE MED INC COM 790849103 31,153 476,425 SH   SOLE   476,425 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 1,698 21,329 SH   SOLE   21,329 0 0
STATE BK FINL CORP COM 856190103 1,760 99,502 SH   SOLE   99,502 0 0
STATE STR CORP COM 857477103 10,139 145,781 SH   SOLE   145,781 0 0
STEINER LEISURE LTD ORD P8744Y102 1,194 25,811 SH   SOLE   25,811 0 0
STERIS CORP COM 859152100 14,956 313,220 SH   SOLE   313,220 0 0
STERLING FINL CORP WASH COM NEW 859319303 15,695 470,893 SH   SOLE   470,893 0 0
STONE ENERGY CORP COM 861642106 18,167 432,861 SH   SOLE   432,861 0 0
SWIFT TRANSN CO CL A 87074U101 6,740 272,339 SH   SOLE   272,339 0 0
SYMETRA FINL CORP COM 87151Q106 8,300 418,781 SH   SOLE   418,781 0 0
SYNNEX CORP COM 87162W100 6,918 114,132 SH   SOLE   114,132 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,005 137,038 SH   SOLE   137,038 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 4,147 118,493 SH   SOLE   118,493 0 0
TENNANT CO COM 880345103 1,374 20,933 SH   SOLE   20,933 0 0
TEXAS INSTRS INC COM 882508104 24,930 528,633 SH   SOLE   528,633 0 0
TEXAS ROADHOUSE INC COM 882681109 11,346 435,054 SH   SOLE   435,054 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,683 180,329 SH   SOLE   180,329 0 0
TIFFANY & CO NEW COM 886547108 19,077 221,439 SH   SOLE   221,439 0 0
TIME WARNER INC COM NEW 887317303 11,757 179,969 SH   SOLE   179,969 0 0
TOWN SPORTS INTL HLDGS INC COM 89214A102 846 99,662 SH   SOLE   99,662 0 0
TREEHOUSE FOODS INC COM 89469A104 16,325 226,767 SH   SOLE   226,767 0 0
TRINITY INDS INC COM 896522109 9,778 135,680 SH   SOLE   135,680 0 0
TRUEBLUE INC COM 89785X101 9,184 313,891 SH   SOLE   313,891 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 5,411 66,290 SH   SOLE   66,290 0 0
TYLER TECHNOLOGIES INC COM 902252105 8,190 97,874 SH   SOLE   97,874 0 0
U S SILICA HLDGS INC COM 90346E103 9,378 245,687 SH   SOLE   245,687 0 0
UBIQUITI NETWORKS INC COM 90347A100 8,521 187,470 SH   SOLE   187,470 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,889 200,381 SH   SOLE   200,381 0 0
UNITED FINANCIAL BANCORP INC COM 91030T109 1,225 66,614 SH   SOLE   66,614 0 0
UNITED STATIONERS INC COM 913004107 5,954 144,969 SH   SOLE   144,969 0 0
UNITED TECHNOLOGIES CORP COM 913017109 24,873 212,880 SH   SOLE   212,880 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 8,764 93,205 SH   SOLE   93,205 0 0
UNS ENERGY CORP COM 903119105 3,394 56,541 SH   SOLE   56,541 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4,608 54,229 SH   SOLE   54,229 0 0
VERIFONE SYS INC COM 92342Y109 21,180 626,251 SH   SOLE   626,251 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 32,590 685,096 SH   SOLE   685,096 0 0
VIACOM INC NEW CL B 92553P201 29,046 341,753 SH   SOLE   341,753 0 0
VIAD CORP COM NEW 92552R406 3,479 144,710 SH   SOLE   144,710 0 0
VISA INC COM CL A 92826C839 12,217 56,596 SH   SOLE   56,596 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 7,259 487,811 SH   SOLE   487,811 0 0
VISTEON CORP COM NEW 92839U206 10,547 119,261 SH   SOLE   119,261 0 0
WATSCO INC COM 942622200 9,529 95,373 SH   SOLE   95,373 0 0
WEBSTER FINL CORP CONN COM 947890109 20,170 649,395 SH   SOLE   649,395 0 0
WELLS FARGO & CO NEW COM 949746101 48,379 972,630 SH   SOLE   972,630 0 0
WESTERN DIGITAL CORP COM 958102105 29,492 321,193 SH   SOLE   321,193 0 0
WESTERN REFNG INC COM 959319104 14,338 371,439 SH   SOLE   371,439 0 0
WHIRLPOOL CORP COM 963320106 26,218 175,416 SH   SOLE   175,416 0 0
WILLIAMS SONOMA INC COM 969904101 7,894 118,457 SH   SOLE   118,457 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 8,643 118,032 SH   SOLE   118,032 0 0
ZIMMER HLDGS INC COM 98956P102 20,148 213,027 SH   SOLE   213,027 0 0