| 1 |
ABBOTT LABS |
200,000 |
9,816 |
1.07% |
|
|
| 2 |
AGRIUM INC |
70,700 |
7,491 |
0.82% |
|
|
| 3 |
AIR PRODS & CHEMS INC |
157,500 |
21,551 |
2.35% |
|
|
| 4 |
AMPHENOL CORP NEW |
402,600 |
23,339 |
2.54% |
|
|
| 5 |
ANADARKO PETE CORP |
200,000 |
15,612 |
1.70% |
|
|
| 6 |
BANNER CORP COM NEW |
53,580 |
2,568 |
0.28% |
|
|
| 7 |
BED BATH & BEYOND INC |
100,000 |
6,898 |
0.75% |
|
|
| 8 |
BELMOND LTD |
227,613 |
2,843 |
0.31% |
|
|
| 9 |
BIG LOTS INC |
459,541 |
20,675 |
2.25% |
|
|
| 10 |
CACI INTL INC CL A |
35,000 |
2,831 |
0.31% |
|
|
| 11 |
CHARLES RIV LABS INTL INC |
155,000 |
10,903 |
1.19% |
|
|
| 12 |
CHECK POINT SOFTWARE TECH LT |
365,000 |
29,036 |
3.16% |
|
|
| 13 |
CVS HEALTH CORP |
192,090 |
20,146 |
2.19% |
|
|
| 14 |
Check Point Software Technologies Ltd |
498,902 |
5,079 |
0.55% |
|
|
| 15 |
DEVRY EDUCATION |
488,699 |
14,651 |
1.60% |
|
|
| 16 |
EOG RES INC |
345,000 |
30,205 |
3.29% |
|
|
| 17 |
EXPRESS INC COM |
191,217 |
3,463 |
0.38% |
|
|
| 18 |
FEDEX CORP |
122,500 |
20,874 |
2.27% |
|
|
| 19 |
FEI COMPANY |
346,342 |
28,722 |
3.13% |
|
|
| 20 |
FMC |
380,000 |
19,969 |
2.17% |
|
|
| 21 |
GALLAGHER ARTHUR J & CO |
213,972 |
10,121 |
1.10% |
|
|
| 22 |
GILEAD SCIENCES INC |
95,000 |
11,123 |
1.21% |
|
|
| 23 |
GRAINGER W W INC |
5,000 |
1,183 |
0.13% |
|
|
| 24 |
INTERPUBLIC GROUP COS INC |
910,857 |
17,552 |
1.91% |
|
|
| 25 |
IPG PHOTONICS CORP |
330,299 |
28,133 |
3.06% |
|
|
| 26 |
MASTERCARD INCORPORATED |
355,000 |
33,185 |
3.61% |
|
|
| 27 |
MOHAWK INDS |
16,000 |
3,054 |
0.33% |
|
|
| 28 |
NORDSON CORP |
199,000 |
15,500 |
1.69% |
|
|
| 29 |
PALL CORP |
272,500 |
33,913 |
3.69% |
|
|
| 30 |
PRECISION CASTPARTS |
212,105 |
42,393 |
4.62% |
|
|
| 31 |
PTC INC |
1,082,804 |
44,417 |
4.84% |
|
|
| 32 |
QLOGIC CORP |
390,000 |
5,534 |
0.60% |
|
|
| 33 |
RADIAN GROUP INC |
657,989 |
12,344 |
1.34% |
|
|
| 34 |
REPUBLIC SVCS INC |
25,000 |
979 |
0.11% |
|
|
| 35 |
ROCKWELL COLLINS INC |
100,000 |
9,235 |
1.01% |
|
|
| 36 |
ROGERS CORP COM |
235,953 |
15,606 |
1.70% |
|
|
| 37 |
ROSS STORES INC |
460,000 |
22,361 |
2.44% |
|
|
| 38 |
Ruby Tuesday Inc |
150,553 |
4,155 |
0.45% |
|
|
| 39 |
SEAWORLD ENTERTAINMENT INCORPORATED |
155,000 |
2,858 |
0.31% |
|
|
| 40 |
STONE ENERGY CORP |
325,541 |
4,099 |
0.45% |
|
|
| 41 |
SYNOPSYS INC |
1,122,204 |
56,840 |
6.19% |
|
|
| 42 |
TERADATA CORP DEL |
272,840 |
10,095 |
1.10% |
|
|
| 43 |
TIME WARNER INC |
230,000 |
20,104 |
2.19% |
|
|
| 44 |
UNITED RENTALS INC |
270,400 |
23,692 |
2.58% |
|
|
| 45 |
UNIVERSAL HLTH SVCS INC |
724,584 |
102,963 |
11.21% |
|
|
| 46 |
VARIAN MED SYS INC |
277,500 |
23,402 |
2.55% |
|
|
| 47 |
WILLIS TOWERS WATSON PLC |
888,498 |
41,671 |
4.54% |
|
|
| 48 |
Yadkin Finl Corp Com |
91,026 |
1,907 |
0.21% |
|
|
| 49 |
ZEBRA TECHNOLOGIES CORPORATION CL A |
207,500 |
23,043 |
2.51% |
|
|
