| Cisco Systems Inc(CSCO) | COM | 17275R102 | $43.8M | 1,294,834 | 12.6% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $37.0M | 567,500 | 10.7% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $29.4M | 181,100 | 8.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $23.6M | 947,200 | 6.8% |
| Ally Financial Inc(ALLY) | COM | 02005N100 | $21.6M | 1,061,400 | 6.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $16.4M | 143,100 | 4.7% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $16.3M | 97,100 | 4.7% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $14.5M | 239,300 | 4.2% |
| Ds X Csi Chn Etf(ASHR) | COM | 233051879 | $12.1M | 481,500 | 3.5% |
| D.R. Horton Inc(DHI) | COM | 23331A109 | $11.5M | 343,900 | 3.3% |
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $11.0M | 351,500 | 3.2% |
| Conocophillips(COP) | COM | 20825C104 | $10.6M | 213,300 | 3.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $9.9M | 75,700 | 2.8% |
| American Homes 4 Rent(AMH) | COM | 02665T306 | $9.6M | 419,900 | 2.8% |
| Cbre Group Inc(CBRE) | COM | 12504L109 | $9.4M | 270,300 | 2.7% |
| CarMax Inc(KMX) | COM | 143130102 | $8.5M | 144,300 | 2.5% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $7.3M | 94,100 | 2.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $7.3M | 75,000 | 2.1% |
| Charter Communications Inc(CHTR) | COM | 16119P108 | $6.6M | 20,100 | 1.9% |
| Arrow Electronics Inc(ARW) | COM | 042735100 | $5.2M | 70,200 | 1.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $4.2M | 71,100 | 1.2% |
| Community Health Systems Inc(CYH) | COM | 203668108 | $3.4M | 388,900 | 1.0% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $3.3M | 80,200 | 0.9% |
| Coeur Mining Inc(CDE) | COM | 192108504 | $2.9M | 360,800 | 0.8% |
| Crown Castle International Corp(CCI) | COM | 22822V101 | $2.7M | 28,800 | 0.8% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $2.3M | 27,700 | 0.7% |
| American Axle & Manufacturing Holdings(DCH) | COM | 024061103 | $1.9M | 98,900 | 0.5% |
| AMC Networks Inc(AMCX) | COM | 00164V103 | $1.5M | 25,800 | 0.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.4M | 41,500 | 0.4% |
| Ambac Financial Group Inc(OSG) | COM | 023139884 | $1.3M | 69,800 | 0.4% |
| Caci International Inc(CACI) | COM | 127190304 | $1.0M | 8,800 | 0.3% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $936.0K | 43,800 | 0.3% |
| Corning Inc(GLW) | COM | 219350105 | $494.0K | 18,300 | 0.1% |
| CommVault Systems Inc(CVLT) | COM | 204166102 | $416.0K | 8,200 | 0.1% |
| iShares Msci Emerging Index Fund(EEM) | COM | 464287234 | $406.4K | 10,318,000 | 0.1% |
| DXP Enterprises Inc(DXPE) | COM | 233377407 | $276.0K | 7,300 | 0.1% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $274.0K | 107,500 | 0.1% |
| iShares 20 Year Treasury Bond ETF(TLT) | COM | 464287432 | $190.8K | 1,580,600 | 0.1% |
| Powershares QQQ Trust Series 1 | COM | 73935A104 | $155.3K | 1,173,500 | 0.0% |
| Ishares Russell 2000 ETF(IWM) | COM | 464287655 | $124.4K | 904,700 | 0.0% |
| Ishares Msci Eafe ETF(EFA) | COM | 464287465 | $117.5K | 1,886,100 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $116.7K | 131,600 | 0.0% |
| Spdr Select Sector Fund Consumer Staples(XLP) | COM | 81369Y308 | $106.3K | 1,947,500 | 0.0% |
| Spdr Select Sector Fund - Health Care(XLV) | COM | 81369Y209 | $97.2K | 1,306,800 | 0.0% |
| iShares China Large-Cap ETF(FXI) | COM | 464287184 | $92.8K | 2,412,000 | 0.0% |
| Vanguard Ftse Emerging Markets ETF(VWO) | COM | 922042858 | $84.1K | 2,116,200 | 0.0% |
| iShares Core Msci Emerging Markets ETF(IEMG) | COM | 46434G103 | $68.4K | 1,431,600 | 0.0% |
| Spdr DOW Jones Industrial Average ETF(DIA) | COM | 78467X109 | $65.7K | 318,500 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $56.6K | 454,700 | 0.0% |
| Spdr Select Sector Fund - Financial(XLF) | COM | 81369Y605 | $55.1K | 2,324,000 | 0.0% |