Security Name	Ticker / CUSIP	Classification	Weighting
Netflix Inc.	NFLX	Consumer Discretionary	1.19%
Biogen Idec Inc.	BIIB	Health Care	1.13%
PulteGroup, Inc.	PHM	Consumer Discretionary	1.10%
CarMax, Inc.	KMX	Consumer Discretionary	1.09%
The Boeing Company	BA	Industrials	1.07%
Thermo Fisher Scientific Inc.	TMO	Health Care	1.07%
Gilead Sciences, Inc.	GILD	Health Care	1.07%
Tripadvisor Inc	TRIP	Consumer Discretionary	1.07%
Micron Technology, Inc.	MU	Information Technology	1.06%
Seagate Technology	STX	Information Technology	1.06%
Masco Corporation	MAS	Industrials	1.05%
Ecolab Inc.	ECL	Materials	1.05%
D.R. Horton, Inc.	DHI	Consumer Discretionary	1.05%
Halliburton Company	HAL	Energy	1.04%
Newell Rubbermaid Inc.	NWL	Consumer Discretionary	1.02%
Celgene Corporation	CELG	Health Care	1.02%
Campbell Soup Company	CPB	Consumer Staples	1.01%
Delphi Automotive Plc	DLPH	Consumer Discretionary	1.01%
Southwest Airlines Co.	LUV	Industrials	1.00%
General Mills, Inc.	GIS	Consumer Staples	0.98%
The Hershey Company	HSY	Consumer Staples	0.98%
Cabot Oil & Gas Corporation	COG	Energy	0.96%
Leggett & Platt, Incorporated	LEG	Consumer Discretionary	0.95%
Flowserve Corporation	FLS	Industrials	0.95%
Tesoro Corporation	TSO	Energy	0.95%
Discovery Communications Inc.	DISCA	Consumer Discretionary	0.95%
Sealed Air Corporation	SEE	Materials	0.93%
CBRE Group Inc.	CBG	Financials	0.93%
Gannett Co., Inc.	GCI	Consumer Discretionary	0.91%
Wyndham Worldwide Corporation	WYN	Consumer Discretionary	0.91%
Robert Half International Inc.	RHI	Industrials	0.90%
Sprint Nextel Corporation	S	Telecommunication Services	0.87%
Boston Scientific Corporation	BSX	Health Care	0.86%
Life Technologies Corporation	LIFE	Health Care	0.84%
Marathon Petroleum Corporation	MPC	Energy	0.84%
Computer Sciences Corporation	CSC	Information Technology	0.83%
BlackRock, Inc.	BLK	Financials	0.82%
SLM Corporation	SLM	Financials	0.81%
The Home Depot, Inc.	HD	Consumer Discretionary	0.81%
Amphenol Corporation	APH	Information Technology	0.81%
Ameriprise Financial, Inc.	AMP	Financials	0.81%
DaVita HealthCare Partners, Inc.	DVA	Health Care	0.80%
Constellation Brands, Inc. (Class A)	STZ	Consumer Staples	0.80%
News Corporation (Class A)	NWSA	Consumer Discretionary	0.80%
CBS Corporation	CBS	Consumer Discretionary	0.79%
Mattel, Inc.	MAT	Consumer Discretionary	0.78%
Time Warner Inc.	TWX	Consumer Discretionary	0.78%
The J.M. Smucker Company	SJM	Consumer Staples	0.77%
Honeywell International Inc.	HON	Industrials	0.77%
Actavis Inc.	ACT	Health Care	0.77%
Lennar Corporation	LEN	Consumer Discretionary	0.77%
Quanta Services, Inc.	PWR	Industrials	0.77%
AutoNation, Inc.	AN	Consumer Discretionary	0.77%
FMC Technologies, Inc.	FTI	Energy	0.77%
Kellogg Company	K	Consumer Staples	0.76%
Comcast Corporation (Class A)	CMCSA	Consumer Discretionary	0.76%
Amgen Inc.	AMGN	Health Care	0.76%
Eastman Chemical Company	EMN	Materials	0.76%
McCormick & Company, Incorporated	MKC	Consumer Staples	0.75%
Weyerhaeuser Company	WY	Financials	0.75%
Bemis Company, Inc.	BMS	Materials	0.75%
Cerner Corporation	CERN	Health Care	0.75%
H.J. Heinz Company	HNZ	Consumer Staples	0.74%
The Clorox Company	CLX	Consumer Staples	0.73%
H&R Block, Inc.	HRB	Consumer Discretionary	0.73%
Symantec Corporation	SYMC	Information Technology	0.73%
Cameron International Corporation	CAM	Energy	0.72%
Range Resources Corporation	RRC	Energy	0.68%
The Gap, Inc.	GPS	Consumer Discretionary	0.66%
The Interpublic Group of Companies, Inc.	IPG	Consumer Discretionary	0.65%
Lowe’s Companies, Inc.	LOW	Consumer Discretionary	0.65%
Yahoo! Inc.	YHOO	Information Technology	0.65%
Prudential Financial, Inc.	PRU	Financials	0.65%
DIRECTV, Inc.	DTV	Consumer Discretionary	0.65%
Ventas, Inc.	VTR	Financials	0.64%
The Sherwin–Williams Company	SHW	Materials	0.64%
Pioneer Natural Resources Company	PXD	Energy	0.64%
Union Pacific Corporation	UNP	Industrials	0.63%
NIKE, Inc. (Class B)	NKE	Consumer Discretionary	0.63%
Verizon Communications Inc.	VZ	Telecommunication Services	0.62%
O'Reilly Automotive, Inc.	ORLY	Consumer Discretionary	0.62%
Kimberly–Clark Corporation	KMB	Consumer Staples	0.61%
Mylan, Inc.	MYL	Health Care	0.61%
American Express Company	AXP	Financials	0.61%
Omnicom Group Inc.	OMC	Consumer Discretionary	0.61%
International Flavors & Fragrances Inc.	IFF	Materials	0.61%
Eaton Corporation Plc	ETN	Industrials	0.61%
Visa, Inc.	V	Information Technology	0.61%
Costco Wholesale Corporation	COST	Consumer Staples	0.60%
PACCAR Inc.	PCAR	Industrials	0.60%
Becton, Dickinson and Company	BDX	Health Care	0.60%
Stericycle, Inc.	SRCL	Industrials	0.60%
Coca-Cola Enterprises Inc.	CCE	Consumer Staples	0.60%
Adobe Systems Incorporated	ADBE	Information Technology	0.59%
Ingersoll-Rand Plc	IR	Industrials	0.59%
Discover Financial Services	DFS	Financials	0.59%
Noble Energy, Inc.	NBL	Energy	0.58%
Plum Creek Timber Company, Inc.	PCL	Financials	0.58%
Monsanto Company	MON	Materials	0.58%
Allergan, Inc.	AGN	Health Care	0.52%
Moody’s Corporation	MCO	Financials	0.46%
PPG Industries, Inc.	PPG	Materials	0.43%
Lam Research Corporation	LRCX	Information Technology	0.42%
Health Care REIT, Inc.	HCN	Financials	0.42%
Google Inc.	GOOG	Information Technology	0.42%
Equifax Inc.	EFX	Industrials	0.41%
Snap-On Incorporated	SNA	Industrials	0.41%
Bank of America Corporation	BAC	Financials	0.41%
Franklin Resources, Inc.	BEN	Financials	0.41%
Johnson & Johnson	JNJ	Health Care	0.40%
Pentair, Ltd.	PNR	Industrials	0.40%
V.F. Corporation	VFC	Consumer Discretionary	0.40%
The TJX Companies, Inc.	TJX	Consumer Discretionary	0.40%
Aon Plc	AON	Financials	0.40%
Zions Bancorporation	ZION	Financials	0.40%
IntercontinentalExchange Inc.	ICE	Financials	0.40%
Stryker Corporation	SYK	Health Care	0.39%
Express Scripts Holding Co.	ESRX	Health Care	0.39%
Accenture Plc	ACN	Information Technology	0.39%
MasterCard, Inc.	MA	Information Technology	0.39%
Fiserv, Inc.	FISV	Information Technology	0.38%
T. Rowe Price Group, Inc.	TROW	Financials	0.38%
Sempra Energy	SRE	Utilities	0.38%
eBay Inc.	EBAY	Information Technology	0.38%
VeriSign, Inc.	VRSN	Information Technology	0.38%
Dollar Tree, Inc.	DLTR	Consumer Discretionary	0.38%
Starwood Hotels & Resorts Worldwide, Inc.	HOT	Consumer Discretionary	0.38%
United Parcel Service, Inc. (Class B)	UPS	Industrials	0.38%
Airgas, Inc.	ARG	Materials	0.37%
Amazon.com, Inc.	AMZN	Consumer Discretionary	0.37%
Eli Lilly and Company	LLY	Health Care	0.36%
Expedia, Inc.	EXPE	Consumer Discretionary	0.36%
Roper Industries, Inc.	ROP	Industrials	0.35%
PerkinElmer, Inc.	PKI	Health Care	0.35%
W.W. Grainger, Inc.	GWW	Industrials	0.21%
Urban Outfitters, Inc.	URBN	Consumer Discretionary	0.21%
EQT Corporation	EQT	Energy	0.21%
Crown Castle International Corp.	CCI	Telecommunication Services	0.21%
Automatic Data Processing, Inc.	ADP	Information Technology	0.20%
Harley–Davidson, Inc.	HOG	Consumer Discretionary	0.20%
PepsiCo, Inc.	PEP	Consumer Staples	0.20%
Colgate–Palmolive Company	CL	Consumer Staples	0.20%
Applied Materials, Inc.	AMAT	Information Technology	0.20%
Tiffany & Co.	TIF	Consumer Discretionary	0.20%
Kimco Realty Corporation	KIM	Financials	0.20%
HCP, Inc.	HCP	Financials	0.20%
Ross Stores, Inc.	ROST	Consumer Discretionary	0.20%
Apartment Investment & Management Company	AIV	Financials	0.20%
PVH Corp.	PVH	Consumer Discretionary	0.20%
Iron Mountain Incorporated	IRM	Industrials	0.20%
Scripps Networks Interactive, Inc.	SNI	Consumer Discretionary	0.20%
Bristol-Myers Squibb Company	BMY	Health Care	0.19%
AutoZone, Inc.	AZO	Consumer Discretionary	0.19%
Cintas Corporation	CTAS	Industrials	0.19%
Brown–Forman Corporation	BF/B	Consumer Staples	0.19%
Huntington Bancshares Incorporated	HBAN	Financials	0.19%
Perrigo Company	PRGO	Health Care	0.19%
EOG Resources, Inc.	EOG	Energy	0.19%
Marriott International, Inc.	MAR	Consumer Discretionary	0.19%
Time Warner Cable, Inc.	TWC	Consumer Discretionary	0.19%
Salesforce.com, Inc.	CRM	Information Technology	0.19%
Baxter International Inc.	BAX	Health Care	0.18%
Autodesk, Inc.	ADSK	Information Technology	0.18%
Ball Corporation	BLL	Materials	0.18%
Fastenal Company	FAST	Industrials	0.18%
BMC Software, Inc.	BMC	Information Technology	0.18%
Cummins Inc.	CMI	Industrials	0.18%
Denbury Resources Inc.	DNR	Energy	0.18%
Morgan Stanley Institutional Liquidity Fund - Treasury Portfolio	MISXX	Other	0.15%