| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $122.3M | 4,397,365 | 21.4% |
| Biogen Idec Inc COM(BIIB) | COM | 09062X103 | $59.9M | 176,545 | 10.5% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $47.8M | 731,136 | 8.4% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $46.6M | 328,546 | 8.1% |
| Conocophillips COM(COP) | COM | 20825C104 | $40.1M | 580,412 | 7.0% |
| Adobe SYS Inc COM(ADBE) | COM | 00724F101 | $25.3M | 347,937 | 4.4% |
| Consolidated Edison Inc COM(ED) | COM | 209115104 | $16.5M | 249,915 | 2.9% |
| Akamai Technologies Inc COM(AKAM) | COM | 00971T101 | $16.0M | 253,399 | 2.8% |
| D R Horton Inc COM(DHI) | COM | 23331A109 | $15.6M | 615,640 | 2.7% |
| Cummins Inc COM(CMI) | COM | 231021106 | $15.2M | 105,771 | 2.7% |
| Corning Inc COM(GLW) | COM | 219350105 | $13.1M | 571,101 | 2.3% |
| Autodesk Inc COM(ADSK) | COM | 052769106 | $11.6M | 193,935 | 2.0% |
| Crown Castle Intl Corp New COM(CCI) | COM | 22822V101 | $11.6M | 147,471 | 2.0% |
| Autozone Inc COM(AZO) | COM | 053332102 | $11.3M | 18,185 | 2.0% |
| Boston Scientific Corp COM(BSX) | COM | 101137107 | $10.2M | 773,414 | 1.8% |
| Barclays BK PLC Djubs Cmdt Etn36(DJP) | COM | 06738C778 | $9.0M | 300,000 | 1.6% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | COM | 01609W102 | $8.1M | 77,639 | 1.4% |
| Constellation Brands Inc CL A(STZ) | COM | 21036P108 | $6.9M | 70,046 | 1.2% |
| Carmax Inc COM(KMX) | COM | 143130102 | $6.1M | 91,421 | 1.1% |
| Century Alum Co COM(CENX) | COM | 156431108 | $5.1M | 208,443 | 0.9% |
| Cbre Group Inc CL A(CBRE) | COM | 12504L109 | $5.0M | 147,011 | 0.9% |
| Biomarin Pharmaceutical Inc COM(BMRN) | COM | 09061G101 | $4.4M | 48,791 | 0.8% |
| Autonation Inc COM(AN) | COM | 05329W102 | $3.6M | 59,468 | 0.6% |
| Brookdale SR Living Inc COM(BKD) | COM | 112463104 | $3.5M | 96,440 | 0.6% |
| Ally Finl Inc COM(ALLY) | COM | 02005N100 | $3.3M | 140,711 | 0.6% |
| Advanced Micro Devices Inc COM(AMD) | COM | 007903107 | $3.0M | 1,107,029 | 0.5% |
| Credit Suisse High YLD BND F SH BEN INT(DHY) | COM | 22544F103 | $2.9M | 1,025,827 | 0.5% |
| Antero RES Corp COM(AR) | COM | 03674X106 | $2.7M | 66,740 | 0.5% |
| Canadian Solar Inc COM(CSIQ) | COM | 136635109 | $2.4M | 99,417 | 0.4% |
| Criteo S A Spons ADS(CRTO) | COM | 226718104 | $2.2M | 55,504 | 0.4% |
| Alnylam Pharmaceuticals Inc COM(ALNY) | COM | 02043Q107 | $1.6M | 16,846 | 0.3% |
| Arrow Electrs Inc COM(ARW) | COM | 042735100 | $1.5M | 26,349 | 0.3% |
| Crown Holdings Inc COM(CCK) | COM | 228368106 | $1.3M | 24,565 | 0.2% |
| Cullen Frost Bankers Inc COM(CFR) | COM | 229899109 | $1.2M | 16,682 | 0.2% |
| Apple Inc COM(AAPL) | COM | 037833100 | $955.6K | 8,657,788 | 0.2% |
| Acadia Pharmaceuticals Inc COM(ACAD) | COM | 004225108 | $824.0K | 25,966 | 0.1% |
| Credit Suisse Asset Mgmt Inc COM(CIK) | COM | 224916106 | $798.0K | 242,463 | 0.1% |
| Cracker Barrel Old Ctry Stor COM(CBRL) | COM | 22410J106 | $751.0K | 5,338 | 0.1% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $739.0K | 10,473 | 0.1% |
| Beazer Homes USA Inc COM New(BZH) | COM | 07556Q881 | $712.0K | 36,766 | 0.1% |
| Darling Ingredients Inc COM(DAR) | COM | 237266101 | $704.0K | 38,742 | 0.1% |
| ANI Pharmaceuticals Inc COM(ANIP) | COM | 00182C103 | $667.0K | 11,826 | 0.1% |
| Corporate Office Pptys TR SH BEN INT(CDP) | COM | 22002T108 | $652.0K | 22,968 | 0.1% |
| Agios Pharmaceuticals Inc COM(AGIO) | COM | 00847X104 | $644.0K | 5,747 | 0.1% |
| DBX ETF TR Xtrak Msci Japn(DBJP) | COM | 233051507 | $618.0K | 16,700 | 0.1% |
| Boston Beer Inc CL A(SAM) | COM | 100557107 | $570.0K | 1,967 | 0.1% |
| Caci Intl Inc CL A(CACI) | COM | 127190304 | $520.0K | 6,038 | 0.1% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $509.0K | 9,108 | 0.1% |
| Cubesmart COM(CUBE) | COM | 229663109 | $491.0K | 22,250 | 0.1% |
| American Homes 4 Rent CL A(AMH) | COM | 02665T306 | $365.0K | 21,439 | 0.1% |